Agenda packet — Aliso Viejo City Council, May 7, 2025 (part 1 of 2)

AGENDA

ALISO VIEJO CITY COUNCIL
WEDNESDAY, MAY 7, 2025
7:00 PM REGULAR MEETING

CITY HALL

COUNCIL CHAMBERS
12 JOURNEY

ALISO VIEJO, CA

Mayor Tiffany Ackley

Mayor Pro Tem Max Duncan
Councilmember Richard Hurt
Councilmember Mike Munzing
Councilmember Tim Zandbergen

WELCOME to the City of Aliso Viejo City Council meeting. Those persons wishing to address the City Council are requested to complete and submit to the City Clerk a “Request to Address City Council” form available at the entrance to the City Council Chambers. Speakers will be called at the appropriate time as their interested matter is heard. COMMENTS WILL BE LIMITED TO THREE MINUTES PER SPEAKER. Council proceedings are recorded.

It is the City's intention to comply with the Americans with Disabilities Act (ADA) . If you need special assistance to participate in the meeting, the City will make reasonable arrangements to ensure accessibility and/or accommodations. [28 CFR 35.102- 35.104 ADA Title II] Please contact the City Clerk's Office at (949) 425- 2505 at least 48 hours prior to the meeting.

Regular meetings of the City Council are held on the first and third Wednesday of the month at the City Hall Council Chambers, 12 Journey, Aliso Viejo. Copies of the agenda are available in the lobby at City Hall on the Thursday preceding a regularly scheduled City Council meeting. All communications received by the City regarding an agenda item have been included in the agenda materials. Supplemental documents relating to specific agenda items, including communications received after agenda delivery, are presented at the dais and in the Public Copy agenda binder at the time of the meeting. Supplemental documents are also available for review in the City Clerk's office, 12 Journey, Aliso Viejo. For more information, please contact City Hall at (949) 425- 2505.

This meeting will be broadcast live on Cox Communications Channel 851, AT&T U -Verse Channel 99 and the City's website. By attending the City Council Meeting, you are giving your permission to be televised. The Council Meetings are rebroadcast on Wednesday at 7:00 p.m. on Cox Communications Channel 851, AT&T U -Verse Channel 99, and can be viewed on the internet at www.avcity.org.

MITZI ORTIZ SCOTT C. SMITH JANET MARTINEZ

CITY MANAGER CITY ATTORNEY CITY CLERK

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PLEASE SILENCE ALL CELL PHONES AND OTHER

ELECTRONIC EQUIPMENT WHILE CITY COUNCIL IS IN SESSION

CALL TO ORDER: Convene Regular Meeting

ROLL CALL

PLEDGE OF ALLEGIANCE:

1. SPECIAL PRESENTATIONS:

1.1 PROCLAMATION - FRONTLINE WORKER APPRECIATION MONTH

1.2 PRESENTATION FROM THE ASSOCIATION OF CALIFORNIA CITIES - ORANGE COUNTY

2. ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:

3. COMMUNITY INPUT:

Members of the public wishing to address the City Council are requested to complete and submit to the City Clerk a "Request to Address City Council" form available at the entrance to the City Council Chambers. In compliance with the Brown Act, no discussion or action may be taken on comments received at this time, except the City Council may briefly respond to statements made or questions posed. Comments are limited to three (3) minutes per speaker.

4. CONSENT CALENDAR:

All matters listed on the Consent Calendar will be acted upon by one vote unless members of the City Council, or staff request a matter to be discussed and/or removed from the Consent Calendar for separate action. Items removed from the Consent Calendar will be discussed and voted upon immediately following City Council action on the remainder of the Consent Calendar.

4.1 WAIVE THE READING OF ALL ORDINANCES AND RESOLUTIONS Recommended Action: Approve the reading by title only of all ordinances and resolutions wherein the titles appear on the public agenda; said titles shall be determined to have been ready by title, and further reading is waived.

4.2 APPROVAL OF MINUTES
Recommended Action: Approve the minutes as submitted for the February 26, 2025 and April 16, 2025, Special and Regular Meetings.

Draft Minutes - February 26, 2025 Special Meeting
Draft Minutes - April 16, 2025 Regular Meeting

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4.3 ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between March 28, 2025, and April 10, 2025, in the amount of $1,275,234.55.

Staff Report
Attachment 1 - Accounts Payable Report

4.4 TREASURER’S STATEMENT – MARCH 2025
Recommended Action:

Receive and file the March 2025 Treasurer’s Statement.

Staff Report
Attachment 1 – March 2025 Treasure’s Statement

4.5 FIRST AMENDMENT TO AQUATIC CENTER MANAGEMENT SERVICES

AGREEMENT WITH PREMIER AQUATIC SERVICES
Recommended Action: Approve and authorize the City Manager to execute the First Amendment to the Management Services Agreement with Premier Aquatic Services, extending the Aquatic Center management services for an additional two years.

Staff Report
Attachment 1 - Agreement Amendment

4.6 FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH

MICHAEL JUE FOR GRAPHIC DESIGN SERVICES
Recommended Action: Approve and authorize the City Manager to execute a First Amendment to the Professional Services Agreement with Michael Jue for graphic design services for an additional two-year term.

Staff Report
Attachment 1 - Agreement Amendment

4.7 FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH

ADVANTAGE MAILING LLC FOR PRINTING AND MAILING SERVICES OF THE

COMMUNITY CONNECTION RECREATION GUIDE & CITY NEWS
Recommended Action: Approve and authorize the City Manager to execute a First Amendment to the Professional Services Agreement with Advantage Mailing Inc. for printing and mailing services of the Community Connection Recreation Guide & City News.

Staff Report
Attachment 1 - Agreement Amendment

4.8 38 COLONIAL WAY – DECLARATION OF RESTRICTIVE COVENANT Recommended Action:

1. Find that the proposed actions are not a “project” subject to the California Environmental Quality Act (“CEQA”); and

2. Approve a restrictive covenant for 38 Colonial Way related to affordable housing and authorize the City Manager to take all necessary steps to execute and record said covenant.

Staff Report
Attachment 1 - Declaration of Affordability Covenant

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4.9 SECOND AMENDMENT TO THE SOLID WASTE DISPOSAL AGREEMENT WITH

THE COUNTY OF ORANGE
Recommended Action: Authorize the City Manager to execute the Second Amendment to the Solid Waste Disposal Agreement with the County of Orange.

Staff Report
Attachment 1 - Agreement Amendment

4.10 URBAN RUNOFF TREATMENT FACILITY
Recommended Action:

1. Authorize the City Manager to execute a Quitclaim Deed for the Urban Runoff Treatment Facility for Storm Drain J01P28 located on County of Orange Parcel 162; and

2. Authorize the City Manager to execute an Easement Deed for accessing the Urban Runoff Treatment Facility for Storm Drain J01P28 located on County of Orange Parcels 161 and 162.

Staff Report
Attachment 1 - Quitclaim Deed
Attachment 2 - Easement Deed

5. PUBLIC HEARINGS:

5.1 CONDITIONAL USE PERMIT TO ESTABLISH A PILATES, YOGA, AND FITNESS STUDIO AT 26711 ALISO CREEK ROAD, SUITE 200 (USE-2025-00005) Recommended Action: Adopt a Resolution approving a Conditional Use Permit to establish a Pilates, yoga, and fitness studio at 26711 Aliso Creek Road, Suite 200 (USE-2025-00005).

Staff Report
Attachment 1 - Resolution
Attachment 2 - Proposed Plans
Attachment 3 - Project Description
Attachment 4 - Presentation

5.2 LOCAL RESPONSIBILITY AREA FIRE HAZARD SEVERITY ZONES MAP

ORDINANCE
Recommended Action: Conduct a public hearing and introduce for first reading an Ordinance entitled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO

DESIGNATING MODERATE, HIGH, AND VERY HIGH FIRE HAZARD SEVERITY

ZONES IN THE LOCAL RESPONSIBILITY AREAS IN ACCORDANCE WITH GOVERNMENT CODE SECTION 51179.

Staff Report
Attachment 1 - Draft Ordinance
Attachment 2 - Local Responsibility Area Fire Hazard Severity Zones Map Attachment 3 - Presentation

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5.3 ADOPTION OF THE FISCAL YEAR (FY) 2025 -2026 ANNUAL ACTION PLAN FOR

EXPENDITURES OF COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) FUNDS AND THE 2025 -2029 ORANGE COUNTY REGIONAL ASSESSMENT OF

FAIR HOUSING
Recommended Action:

1. Declare the City Council finds the FY 2025- 2026 Annual Action Plan is not subject to the California Environmental Quality Act (“CEQA”) as the activity is not a project, as defined in Section 15378(b)(5) of the state CEQA Guidelines;

2. Approve and adopt the FY 2025- 2026 Annual Action Plan (“Action Plan”) for the use of Community Development Block Grant (“CDBG”) funds, including the 2025- 2029 Orange County Regional Assessment of Fair Housing (Attachment 1);

3. Authorize the City Manager to submit the Action Plan to the U.S. Department of Housing and Urban Development (“HUD”), which executes the HUD contract, and authorizes the City Manager to submit all related documents with the implementation of the Action Plan.

Staff Report
Attachment 1 - FY 25-26 CDBG Annual Action Plan
Attachment 2 - Presentation

6. DISCUSSION:

6.1 CONCEPT PLAN REVIEW FOR A RESIDENTIAL COMMUNITY AT 27081 ALISO

CREEK ROAD
Recommended Action: Review and provide initial feedback on concept plans for a development proposal involving the demolition of three existing office buildings to accommodate the construction of a 137- unit, residential community at 27081 Aliso Creek Road (“Project”).

Staff Report
Attachment 1 - Concept Plans
Attachment 2 - Project Description
Attachment 3 - Presentation

6.2 BIKE LANE DISCUSSION
Recommended Action:

1. Receive Staff presentation; and

2. Provide direction to Staff regarding bike lane improvement implementation timeline.

Staff Report
Attachment 1 - Presentation

7. CITY MANAGER' S REPORT:

8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:

9. ADJOURNMENT:

The next regularly scheduled City Council meeting is May 21, 2025.

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Special Meeting Minutes

CITY OF ALISO VIEJO

CITY COUNCIL MINUTES

REGULAR MEETING
FEBRUARY 26, 2025, 3:30 PM
Council Chambers, City Hall, 12 Journey
Aliso Viejo, California
CALL TO ORDER: Mayor Ackley called the Special Meeting of the City Council of the City of Aliso Viejo to order at 3:30 p.m.

ROLL CALL
PRESENT: MAYOR TIFFANY ACKLEY

MAYOR PRO TEM MAX DUNCAN
COUNCILMEMBER RICHARD W. HURT

COUNCILMEMBER MIKE MUNZING
COUNCILMEMBER TIM A. ZANDBERGEN
STAFF PRESENT: MITZI ORTIZ, CITY MANAGER

SCOTT SMITH, CITY ATTORNEY

HONGDAO NGUYEN, ASSISTANT CITY ATTORNEY
ELIZABETH W. HULL, ASSISTANT CITY ATTORNEY

JANET MARTINEZ, CITY CLERK

ANN EIFERT, FINANCIAL SERVICES DIRECTOR

SHAUN PELLETIER, PUBLIC WORKS DIRECTOR

SO KIM, COMMUNITY DEVELOPMENT DIRECTOR

LIZZY MENDOZA, RECREATION & COMMUNITY SERVICES MANAGER

ISAAC AZIZ, INFORMATION TECHNOLOGY MANAGER
CAPT. RYAN BUHR, CHIEF OF POLICE SERVICES
PUBLIC COMMENTS:

None.

MAYOR ACKLEY RECESSED THE MEETING TO CLOSED SESSION AT 3:34 P.M.

CLOSED SESSION:

CONFERENCE WITH LEGAL COUNSEL - ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to Government Code section 54956.9(d)(2) Number of potential cases: 1
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Special Meeting Minutes
MAYOR ACKLEY RECONVENED THE MEETING AT 4:00 P.M.

REPORT FROM CLOSED SESSION:

City Attorney Scott Smith stated no reportable action was taken.

COMMUNITY INPUT:

1. Tom Merritt commented on upcoming development within the City.

DISCUSSION:

STRATEGIC PLANNING AND GOAL SETTING WORKSHOP
City Manager Mitzi Ortiz commented on the importance of the workshop. Carol Jacobs, Baker Tilly Managing Director, provided the workshop objectives including discussing good governance, establishing the City Council’s goals and priorities; and strengthening teamwork. Ms. Jacobs discussed the City Manager’s role; led the City Council in an icebreaker exercise; reviewed the Strategic Plan Framework; and reviewed the City’s recent accomplishments and challenges.

Key opportunities to achieve the strategic goals include potential property tax from proposed residential developments; expanded recreational partnerships with homeowners associations; establishment of development impact fees; reenvisioned uses of Aliso Viejo Ranch; potential sales tax from The Commons shopping center remodel; and an update of the City’s master fee schedule.

Initiatives already in progress include analyzing the organization and reviewing contracts and consultant services; implementing an online budget book for easier reading and viewing; installing bike lane improvements; preparing the 2025-26 budget to include a five- year forecast; reviewing City’s utility expenditures for efficiency and cost savings; preparing a neighborhood traffic calming program and traffic signal synchronization program; updating administrative policies; and upgrading data center equipment. Ms.

Jacobs emphasized that these initiatives are being implemented by only 29 employees, in addition to their daily responsibilities. She also provided a brief overview of the City’s revenue and expenditures.

City Council discussion ensued related to a vision for Town Center and code violations.

Community Development Director So Kim noted that the City has one part-time Code Enforcement Officer and he checks for violations daily. Ms. Ortiz and Chief of Police Services Captain Ryan Buhr commented on enforcement related to overnight recreational vehicle parking.
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Special Meeting Minutes
City Council discussion continued related to Town Center ownership, City marketing for local businesses, code enforcement, commercial rental rates, and storefront vacancies.

Captain Buhr provided additional information regarding parking regulations on private property. Ms. Ortiz noted that property management has been responsive in addressing concerns and violations. Ms. Kim provided an overview of code enforcement procedures and practices, and the City’s ability to increase code enforcement staffing through its professional services agreement.

The City Council provided direction to staff to address signage issues and parking concerns, and to work collaboratively with the property owners at Town Center.

MAYOR ACKLEY RECESSED THE MEETING AT 5:36 P.M. AND RECONVENED AT 5:54 P.M.

City Council discussion ensued regarding development initiatives, including placing concept review items on City Council meeting agendas; preparing to conduct a comprehensive update of the Zoning Code; promoting a local business of the month via social media; showcasing Aliso Viejo as a boutique, family friendly and safe community; and private redevelopment of commercial spaces into mixed use.

Ms. Jacobs provided an overview of the proposed goals: financial stability; infrastructure investment; and Aliso Viejo Ranch.

City Council discussion ensued regarding financial stability, including additional sources of revenue, use of reserves, and cost recovery. Financial Services Director Ann Eifert provided information related to the City’s investment policy and business licensing programs.

City Council discussion ensued regarding infrastructure investment, including construction of a skate park.

City Council discussion ensued regarding Aliso Viejo Ranch, including revenue opportunities, fee schedule, marketing, and community engagement. Recreation & Community Services Manager Lizzy Mendoza provided information related to the City’s event sponsorship program and most recent rental fee update.

City Council discussion ensued regarding a storm drain utility fee. Public Works Director Shaun Pelletier provided an overview of the fee and approval process.

City Council discussion ensued regarding grant writing. Staff provided an overview of grant funding received, the grant writing process, and eligibility constraints.

The City Council reviewed and discussed proposed strategies that align with the proposed goals. Consensus was reached on the following priorities:
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Special Meeting Minutes
Goal A – Financial Stability. Continue to ensure the City’s financial stability through careful planning and evaluation of revenue and investment opportunities.

1. Identify and pursue alternative funding opportunities to support key City projects, the Capital Improvement Program, and goals.

2. Monitor and routinely review contracts and agreements to ensure the appropriate delivery of services, alignment with procurement policies and procedures, and to identify potential cost savings.

Goal B – Infrastructure Investment. Maintain, replace, and fund the City’s capital assets through infrastructure investment.

1. Prepare a master schedule to plan and budget future maintenance needs based on the recently completed asset evaluation.

Goal C – Aliso Viejo Ranch. Develop a plan to establish the Ranch as a prized community asset.

1. Review expenditures and seek opportunities for cost savings.

2. Identify services and programs that will increase community participation.

3. Create a projection to increase cost recovery.

The City Council and staff expressed appreciation for the opportunity to collaboratively share, discuss, and establish goals.

ADJOURNMENT: Mayor Ackley adjourned the meeting at 7:55 p.m. to the next regularly scheduled City Council meeting is March 5, 2025
Respectfully submitted: Approved by:
________________________ ________________________

JANET MARTINEZ TIFFANY ACKLEY

CITY CLERK MAYOR
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Regular Meeting Minutes

CITY OF ALISO VIEJO

CITY COUNCIL MINUTES

REGULAR MEETING
APRIL 16, 2025, 7:00 PM
Council Chambers, City Hall, 12 Journey
Aliso Viejo, California
CALL TO ORDER: Mayor Pro Tem Duncan called the Regular Meeting of the City Council of the City of Aliso Viejo to order at 7:00 p.m.

ROLL CALL
PRESENT: MAYOR PRO TEM MAX DUNCAN
COUNCILMEMBER RICHARD W. HURT

COUNCILMEMBER MIKE MUNZING
COUNCILMEMBER TIM A. ZANDBERGEN
ABSENT: MAYOR TIFFANY ACKLEY
STAFF PRESENT: MITZI ORTIZ, CITY MANAGER

SCOTT SMITH, CITY ATTORNEY

JANET MARTINEZ, CITY CLERK

ANN EIFERT, FINANCIAL SERVICES DIRECTOR

SHAUN PELLETIER, PUBLIC WORKS DIRECTOR

SO KIM, COMMUNITY DEVELOPMENT DIRECTOR

LIZZY MENDOZA, RECREATION & COMMUNITY SERVICES MANAGER

ISAAC AZIZ, INFORMATION TECHNOLOGY MANAGER
CAPT. RYAN BUHR, CHIEF OF POLICE SERVICES
PLEDGE OF ALLEGIANCE: City Attorney Scott Smith led the pledge of allegiance.

1. SPECIAL PRESENTATIONS:

1.1 BUSINESS OF THE MONTH – IMX PILATES
Mayor Pro Tem Duncan introduced the video and presented the certificate of recognition to IM=X Owner Lea Shen. She provided a brief history on the business and expressed her appreciation.

1.2 INTRODUCTION OF ADMINISTRATIVE SERGEANT JASON DURAN 10

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Regular Meeting Minutes
Mayor Pro Tem Duncan introduced Administrative Sergeant Jason Duran. Chief of Police Services Captain Ryan Buhr provided additional comments. Administrative Sergeant Jason Duran expressed his appreciation for the welcome.

2. ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:

Mayor Pro Tem Duncan made a motion to move Discussion Item 6.1 to the next regularly scheduled City Council meeting of May 7, 2025.

Motion: Mayor Pro Tem Duncan moved and Councilmember Hurt seconded to approve the change. Motion carried 4-0-1, with Mayor Ackley absent.

3. COMMUNITY INPUT:

1. Jason Garshfield expressed concerns about Mayor Ackley’s comments on Discussion Item 6.2 from the prior council meeting of April 2, 2025.

2. Sarah Park expressed concern about the lack of financial literacy education for young people within the community.

4. CONSENT CALENDAR:

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

Motion: Councilmember Munzing moved and Mayor Pro Tem Duncan seconded to approve the recommended actions. Motion carried 4-0-1, with Mayor Ackley absent.

4.1 WAIVE THE READING OF ALL ORDINANCES RESOLUTIONS
Recommended Action: Approve the reading by title only of all ordinances and resolutions wherein the titles appear on the public agenda; said titles shall be determined to have been read by title, and further reading is waived.

4.2 APPROVAL OF MINUTES
Recommended Action: Approve the minutes as submitted for the April 2, 2025 Special and Regular Meetings.

4.3 ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between March 14, 2025, and March 27, 2025, in the amount of $1,019,500.53.

4.4 PROFESSIONAL SERVICES AGREEMENT WITH TYLER TECHNOLOGIES, INC.

FOR THE CITY’S PERMITTING SOFTWARE
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Regular Meeting Minutes
Recommended Action: Approve and authorize the City Manager to execute a five- year Professional Services Agreement with Tyler Technologies, Inc. for the City’s permitting software in an amount not to exceed $605,316.

5. PUBLIC HEARINGS:

5.1 REVOCATION OF A CONDITIONAL USE PERMIT FOR AN OUTPATIENT MEDICAL USE AT 27141 ALISO CREEK ROAD (USE-2024-00009)
City Manager Mitzi Ortiz introduced Community Development Director So Kim, who provided an overview. Staff responded to questions regarding any possible recourse regarding the Orange County Health Care Agency’s intention of self-permitting and self- inspection, and process for obtaining relevant permit documents. Mayor Pro Tem Duncan opened the public hearing. There were no requests to speak. Mayor Pro Tem Duncan closed the public hearing.

Recommended Action: Adopt Resolution No. 2025-02 revoking a Conditional Use Permit for an outpatient medical use at 27141 Aliso Creek Road (USE-2024-00009).

Motion: Councilmember Munzing moved and Councilmember Zandbergen seconded to approve the recommended actions. Motion carried 4-0-1, with Mayor Ackley absent.

6. DISCUSSION:

6.1 BIKE LANE DISCUSSION
Item was moved to the next regularly scheduled meeting of May 7, 2025.

Recommended Action:

1. Receive Staff presentation; and

2. Provide direction to Staff regarding bike lane improvement implementation timeline.

7. CITY MANAGER' S REPORT:

City Manager Mitzi Ortiz announced registration for spring recreation classes and summer camps; Movie Night at the Aliso Viejo Ranch on Sunday, June 1, 2025 beginning at 7 p.m.; and the Certified Farmers Market on Saturdays from 10 a.m. to 2 p.m. at the Aliso Viejo Town Center.

8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:

Councilmember Zandbergen
 Attended Don Juan Avila Elementary School 25-Year anniversary event 12

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Regular Meeting Minutes
 Attended the Crystal Apple Awards at The Church of Jesus Christ of Latter-Day Saints  Attended Senator Choi’s 37th District Women of Distinction Awards Councilmember Hurt:
 Commented on completion of dissertation and obtainment of academic doctoral degree  Attended the San Joaquin Hills Transportation Corridor Agency (SJHTCA) Board meeting  Announced upcoming Orange County Mosquito and Vector Control District Board meeting  Met with the Eagle Scouts
Councilmember Munzing:
 Acknowledged Councilmember Zandbergen’s recent mountain bike race victories  Attended 99 Ranch Market Grand Opening
 Commented on Holy Week
 Commented on upcoming summer season
Mayor Pro Tem Duncan:
 Attended 99 Ranch Market Grand Opening
 Toured Pump Track in San Clemente
 Commented on e-bike safety enforcement

9. ADJOURNMENT: Mayor Pro Tem Duncan adjourned the meeting at 7:28 p.m. to the regularly scheduled City Council meeting of May 7, 2025.

Respectfully submitted: Approved by:
________________________ ________________________

JANET MARTINEZ TIFFANY ACKLEY

CITY CLERK MAYOR
13 City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: Ann Eifert, Director of Financial Services

SUBJECT: ACCOUNTS PAYABLE
Recommended Action:

Ratify accounts payable checks and electronic funds transfers issued between March 28, 2025, and April 10, 2025, in the amount of $1,275,234.55.

Fiscal Impact:

Expenditures in the amount of $1,275,234.55.

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 March 28, 2025, and April 10, 2025, for $1,275,234.55, are 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
14 Accounts Payable
Description (Item)Vendor Name Amount
101 - GENERAL FUND
FEB'25 CAA KAISER GRADING - R.BRUNNELLCHARLES ABBOTT ASSOC INC 262.50 FEB'25 CAA COX - R.BRUNNELLCHARLES ABBOTT ASSOC INC 52.50 FEB'25 CAA COXCHARLES ABBOTT ASSOC INC 315.00
FEB'25 CAA ST MARYS GRADING - R.BRUNNELLCHARLES ABBOTT ASSOC INC 315.00 FEB'25 CAA SCE - R.BRUNNELLCHARLES ABBOTT ASSOC INC 131.25 FEB'25 CAA ATT - R.BRUNNELLCHARLES ABBOTT ASSOC INC 1,627.50 FEB'25 CAA ALISO CREEK GRADING - R.BRUNNELLCHARLES ABBOTT ASSOC INC 630.00 FEB'25 CAA MNWD - R.BRUNNELLCHARLES ABBOTT ASSOC INC 472.50 FEB'25 CAA - KAISER GRADING - S.WILSONCHARLES ABBOTT ASSOC INC 47.50 FEB'25 CAA - ALISO CREEK GRADING - R.BEIMERCHARLES ABBOTT ASSOC INC 870.00 FEB'25 CAA - ST. MARY'S GRADING - S.WILSONCHARLES ABBOTT ASSOC INC 47.50 BLDC-2024-00069_26513 ALISO CREEK RD_PAC CONTR GRPPACIFIC CONTRACTING GROUP INC 500.00 5,271.25

CITY COUNCIL
DL 3/10 SOUTHWEST - TZ 5/18-5/20 ICSC FLIGHTSUS BANK PURCHASING CARD PROGRAM 527.96 DL 2/27 ICSC - TZ 5/18-5/20 ICSC LV REG + MBRSHPUS BANK PURCHASING CARD PROGRAM 1,225.00 LL 1/23 JM TROPHIES - NAME PLATE IPCC-T ZANDBERGENUS BANK PURCHASING CARD PROGRAM 21.49 CITY COUNCIL TOTAL: 1,774.45

CITY MANAGER
MO 3/24-3/26/25 ICSC MONTEREY CONF-REIMBMITZI ORTIZ 401.60 DL 3/18 CITY OF BREA -OCCMA 4/2 LUNCHEON GUEST-IAUS BANK PURCHASING CARD PROGRAM 70.00 DL 3/06 ICSC - MO 3/24-3/26 ICSC MONTEREY REGUS BANK PURCHASING CARD PROGRAM 625.00 LL 1/29 OC REGISTER - NEW DIGITAL SBSCPTNUS BANK PURCHASING CARD PROGRAM 3.00 LL 1/30 LA TIMES - NEW DIGITAL SBSCPTNUS BANK PURCHASING CARD PROGRAM 5.92 LL 1/30 OC REGISTER - DIGITAL SBSCPTNUS BANK PURCHASING CARD PROGRAM 26.00 LL 1/28 OC REGISTER - DEL SBSCPTN 12/6/24-1/8/25US BANK PURCHASING CARD PROGRAM 143.73 LL 2/27 OC REGISTER SBSCPTN-4 WEEKSUS BANK PURCHASING CARD PROGRAM 26.00 LL 2/27 LA TIMES-SBSCPTN-4 WEEKSUS BANK PURCHASING CARD PROGRAM 5.92 MO 3/24-26 AIRPORT PARKING FOR ICSC MONTEREY CONFUS BANK PURCHASING CARD PROGRAM 57.00 CITY MANAGER TOTAL: 1,364.17

ECONOMIC DEVELOPMENT
4TH QTR - OCT-DEC'24 SALES TAX SUBSIDYHUNT & SONS LLC 398,986.20 3RD QTR - JUL-SEP'24 PAYMENT CORRECTIONHUNT & SONS LLC (108,238.70) ECONOMIC DEVELOPMENT TOTAL: 290,747.50

HUMAN RESOURCES
MAR'25-RH/DN SECURE LIVE SCAN FEESCHARLES C STILL 134.00 MAY'25 EAP PROGRAMHEALTH AND HUMAN RESOURCE CENTER INC 102.90 HUMAN RESOURCES TOTAL: 236.90

CITY CLERK
JM 3/13 CCAC - CRA DESIGNATION PREP 3/26-25 - JMUS BANK PURCHASING CARD PROGRAM 75.00 LL 1/21 MOSLOW WOOD PRODUCTS - CERT PLAQUESUS BANK PURCHASING CARD PROGRAM 451.14 LL 1/30 IIMC MBSHP-L LONGUS BANK PURCHASING CARD PROGRAM 135.00 LL 3/18 COSTCO-MMBSHP BUS. RENEWAL FEEUS BANK PURCHASING CARD PROGRAM 130.00 CITY CLERK TOTAL: 791.14

CITY ATTORNEY
FEB'25 BBK MAJOR GENERAL PLAN UPDATEBEST BEST & KRIEGER 4,681.80 CITY ATTORNEY TOTAL: 4,681.80

FINANCE
JAN'25 PARS REP FEESPARS (PHASE II SYSTEMS AND CALIFORNIA CORPORATION) 300.00 CITY COUNCIL PRIORITY PLANNING WORKSHOPBAKER TILLY ADVISORY GROUP PARENT, LP 9,200.00 JAN-MAR'25 SALES TAX CONTRACT SERVICEHINDERLITER DE LLAMAS & ASSOCIATES 1,758.54 JAN-MAR'25 SALES TAX RECOVERY SERVICEHINDERLITER DE LLAMAS & ASSOCIATES 348.14 FINANCE TOTAL: 11,606.68
15 Description (Item)Vendor Name Amount

NON-DEPARTMENTAL
1/16 CH BOTTLED WATER SERVICEDS SERVICES OF AMERICA, INC 105.89 NAME PLATE - J DURANJ&M TROPHIES INC 37.73
APR'25 CH & STE 200 FIRST AID MAINT & SUPPLIESCINTAS CORPORATION NO. 2 197.90 2/10/25-3/10/25 METER#1675 89 PLAYA CIR WATER SVCMOULTON NIGUEL WATER DIST 56.79 AE 2/27 HARBOR STATION HOA DUES-89 PLAYA-MAR'25US BANK PURCHASING CARD PROGRAM 191.01 JM 3/17 BAGELS & BREW-3/17 STAFF LUNCHEONUS BANK PURCHASING CARD PROGRAM 951.29 KB 3/10 THE HOMEDEPOT-89 PLAYA TOILET SEAT REPLACEUS BANK PURCHASING CARD PROGRAM 46.17 KB 3/10 O'REILLY-TRUCK HEAD LAMP REPLACEMENTUS BANK PURCHASING CARD PROGRAM 62.48 LL 2/21 URBAN PLATES - PLATE PASSUS BANK PURCHASING CARD PROGRAM 5.00 LL 1/31 READY REFRESH - FILTRATIONUS BANK PURCHASING CARD PROGRAM 61.16 LL 2/22 COSTCO INSTACART - CCMTG 2/26 SNKS&DRNKSUS BANK PURCHASING CARD PROGRAM 79.65 LL 2/19 URBAN PLATES - CC MTG 2/19 DINNERUS BANK PURCHASING CARD PROGRAM 228.65 LL 2/5 LUNA GRILL - CC MTG 2/5 DINNERUS BANK PURCHASING CARD PROGRAM 253.70 LL 2/7 COSTCO - BUSINESS DELIVERYUS BANK PURCHASING CARD PROGRAM 255.25 LL 2/5 LUNA GRILL - CC MTG 2/5 DINNERUS BANK PURCHASING CARD PROGRAM 17.05 LL 3/14 FEDEX-PLANS TO CTY OF ANAHEIM & OC DEV SVCUS BANK PURCHASING CARD PROGRAM 30.00 LL 3/15 FEDEX-PLANS TO CITY OF VILLA PARKUS BANK PURCHASING CARD PROGRAM 44.42 LL 2/27 READY REFRESH-WATER FILTRATIONUS BANK PURCHASING CARD PROGRAM 168.91 LL 2/26 RALPHS-CC MTG 2/26 DRINKSUS BANK PURCHASING CARD PROGRAM 23.75 LL 2/25 OC WINE MART - CC MTG 2/26 DINNERUS BANK PURCHASING CARD PROGRAM 189.62 LL 3/5 TONY PEPPERONIS-CC MTG 3/5 DINNERUS BANK PURCHASING CARD PROGRAM 35.31 LL 3/5 TONY PEPPERONIS-CC MTG 3/5 DINNERUS BANK PURCHASING CARD PROGRAM 221.42 LL 3/19 URBAN PLATES-CC MTG 3/19 DINNERUS BANK PURCHASING CARD PROGRAM 325.37 LL 2/26 INSTACART-S&F CC MTG 2/26 COOKIES & SNACKSUS BANK PURCHASING CARD PROGRAM 115.12 LL 2/25 PRESTIGE CLEANERS-CC MTG 2/26 TABLE LINENSUS BANK PURCHASING CARD PROGRAM 155.52 ACCT#64101 VISTA WATER SVCMOULTON NIGUEL WATER DIST 306.64 PC 3/13 STARBUCKS - DLUS BANK PURCHASING CARD PROGRAM 40.00 NON-DEPARTMENTAL TOTAL: 4,205.80
C. S. ADMINISTRATION
MAR'25 AMAZON-ACRYLIC BEADS SPECIAL EVENTS RETURNAMAZON CAPITAL SERVICES INC (14.00) MAR'25 AMAZON-BALLOON CLIPS SPECIAL EVENTS RETURNAMAZON CAPITAL SERVICES INC (14.97) MAR'25 AMAZON-HEMMING TAPE SPECIAL EVENT BACKDROPAMAZON CAPITAL SERVICES INC 7.32 MAR'25 AMAZON-EMPEROR'S NEW GROOVE STICKERS- MOVIEAMAZON CAPITAL SERVICES INC 7.53 MAR'25 AMAZON-CARDSTOCK PAPER MOVIE NIGHT CRAFTAMAZON CAPITAL SERVICES INC 18.31 MAR'25 AMAZON-BROWN PAPER BAGS MOVIE NIGHT CRAFTAMAZON CAPITAL SERVICES INC 6.93 MAR'25 AMAZON-SNOWFLAKE BACKDROP SPECIAL EVENTSAMAZON CAPITAL SERVICES INC 25.85 1/13/25 MAYOR MUNZING 2024 THANK YOU VIDEOERIC WINTER 352.59 JA MILEAGE 3/18-3/21/25 CPRS CONF- MILEAGE REIMBJESSICA ALVAREZ 9.10 JA MILEAGE 3/18-3/21/25 CPRS CONF- HOTEL REIMBJESSICA ALVAREZ 823.11 EM RCS 2/24 HOBBY LOBBY - ARISTAN MARKET RETURNUS BANK PURCHASING CARD PROGRAM (5.81) EM RCS 2/24 HOBBY LOBBY - ARTISAN MARKET PURCHASEUS BANK PURCHASING CARD PROGRAM 64.89 JB 2/25 HOBBY LOBBY - ARTISAN MARKET DECOR-REFUNDUS BANK PURCHASING CARD PROGRAM (182.44) JB 2/25 HOBBY LOBBY - ARTISAN MARKET DECOR-REFUNDUS BANK PURCHASING CARD PROGRAM (10.35) JB 3/05 HOBBY LOBBY - ARTISAN MARKET DECOR-REFUNDUS BANK PURCHASING CARD PROGRAM (72.37) JB 3/05 HOBBY LOBBY - ARTISAN MARKET DECOR-REFUNDUS BANK PURCHASING CARD PROGRAM (14.49) JB 2/25 PARTY CITY - EVENT SUPPLIESUS BANK PURCHASING CARD PROGRAM 25.64 JB 2/25 HOBBY LOBBY - ARTISAN MARKET DECORUS BANK PURCHASING CARD PROGRAM 166.78 JB 3/18 TARGET - STORAGE BINUS BANK PURCHASING CARD PROGRAM 9.69 JNL 3/23 RALPHS - ICE PICKUP DURING RENTALUS BANK PURCHASING CARD PROGRAM 17.20 LL 2/23 FACEBK - META ADS_INSTA POSTUS BANK PURCHASING CARD PROGRAM 24.69 LL 2/8 FACEBK - META ADS_INSTA POSTUS BANK PURCHASING CARD PROGRAM 35.00 LL 2/6 FACEBK - META ADS_INSTA POSTUS BANK PURCHASING CARD PROGRAM 35.00 LL 2/4 FACEBK - META ADS_INSTA POSTUS BANK PURCHASING CARD PROGRAM 35.00 LL 2/2 FACEBK - META ADS_INSTA POSTUS BANK PURCHASING CARD PROGRAM 35.00 LL 2/1 FACEBK - META ADS_INSTA POSTUS BANK PURCHASING CARD PROGRAM 35.00 LL 1/23 FACEBK - META ADS_INSTA POSTUS BANK PURCHASING CARD PROGRAM 15.20 LL 2/28 FACEBK-META ADS_INSTA POSTUS BANK PURCHASING CARD PROGRAM 138.57 C. S. ADMINISTRATION TOTAL: 1,573.97

IGLESIA PARK
MAR'25 PVM IGLESIA PARK MAINTENANCEPV MAINTENANCE INC 1,300.54 MAR'25 PVM IGLESIA PARK MAINTENANCE - CBPV MAINTENANCE INC 306.00 IGLESIA PARK TOTAL: 1,606.54
16 Description (Item)Vendor Name Amount

IGLESIA BUILDING
MAR'25 PVM IGLESIA PARK CC MAINTENANCEPV MAINTENANCE INC 165.00 IGLESIA BUILDING TOTAL: 165.00

PLANNING
SK 3/28-3/31/25 APA CONFERENCE - MILEAGE REIMBSO KIM 18.20 SK 3/28-3/31/25 APA CONFERENCE - AIRFARE REIMBSO KIM 291.96 SK 3/28-3/31/25 APA CONFERENCE - MEAL REIMBSO KIM 45.40 SK 3/28-3/31/25 APA CONFERENCE - UBER TRANSP REIMBSO KIM 111.21 SK 3/05 ZOOM - ANNUAL SUBSCRIPTIONUS BANK PURCHASING CARD PROGRAM 159.90 SK 3/06 INT'L CODE COUNCIL - TRAINING ONLINE SWUS BANK PURCHASING CARD PROGRAM 1,195.00 SK 3/06 APA - ANNUAL MEMBERSHIP RRUS BANK PURCHASING CARD PROGRAM 101.00 PLANNING TOTAL: 1,922.67

BUILDING
SK 2/27 AMAZON - OFFICE SUPPLIESUS BANK PURCHASING CARD PROGRAM 70.54 BUILDING TOTAL: 70.54

CODE ENFORCEMENT
SK 3/04 EXTRA SPACE STORAGE-CONFISCATED TACO STANDUS BANK PURCHASING CARD PROGRAM 631.20 CODE ENFORCEMENT TOTAL: 631.20

ENGINEERING (GENERAL)
APR'25 PVM WAREHOUSE LEASEPV MAINTENANCE INC 1,035.00
FEB'25 LANDSCAPE INSPECTION SERVICESRICHARD FISHER ASSOCIATES 4,713.87 FEB'25 CAA - NPDESCHARLES ABBOTT ASSOC INC 10,015.00
FEB'25 CAA - SOLID WASTECHARLES ABBOTT ASSOC INC 3,025.00 ENGINEERING (GENERAL) TOTAL: 18,788.87

STREET MAINTENANCE
MAR'25 PVM STREET MAINTENANCE MOE TAXPV MAINTENANCE INC 32,720.54 FEB'25 CAA STREET INVESTIGATIONSCHARLES ABBOTT ASSOC INC 5,328.75 STREET MAINTENANCE TOTAL: 38,049.29

LAW ENFORCEMENT-CONTRACT
APR'25 LAW ENFORCEMENT/BODY CAMERAS/IN CAR VIDEOCOUNTY OF ORANGE 693,017.60 LAW ENFORCEMENT-CONTRACT TOTAL: 693,017.60

LAW ENFORCEMENT-OTHER
2/16/25-3/01/25 414 HRS-CROSSING GUARD SERVICESALL CITY MANAGEMENT SERVICES 13,877.28 3/02/25-3/15/25 458.05 HRS-CROSSING GUARD SERVICESALL CITY MANAGEMENT SERVICES 15,353.84 LAW ENFORCEMENT-OTHER TOTAL: 29,231.12
EOC
DL 3/14 EXTRA SPACE - OFFSITE UNIT #A1554US BANK PURCHASING CARD PROGRAM 290.00 EOC TOTAL: 290.00
GENERAL FUND TOTAL: 1,106,026.49
102 - GEN. FD-CITY HALL

NON-DEPARTMENTAL
MAR'25 PVM CH MAINTENANCE - CBPV MAINTENANCE INC 102.00 FY25-26 SCAQMD PERMIT FEE -CH GENERATORSOUTH COAST AIR QUALITY MGMT DIST 541.04 FY24-25 SCAQMD EMISSIONS FEE - CH GENERATORSOUTH COAST AIR QUALITY MGMT DIST 165.96 MAR'25 CH INTERIOR PLANT MAINTENANCEFOSTERS' GARDENS INC 115.00 MAR'25 LANDSCAPE MAINTENANCE - VALVE REPAIR CHNIEVES LANDSCAPE INC 864.00 APR'25 CH ELEVATOR MAINTENANCETHURSTON ELEVATOR CONCEPTS INC 137.00 03/04/25-04/02/25 MTR#16122180 CH GAS SVCTHE GAS COMPANY 650.80 KB 3/04 THE HOMEDEPOT-PLUMBING REPAIR PM CHUS BANK PURCHASING CARD PROGRAM 699.30 MAR'25 ACCT#7189 CH ELECTRICITYSO CAL EDISON 3,914.43
ACCT#65408/65407/65406 CH WATER SVCMOULTON NIGUEL WATER DIST 626.03 NON-DEPARTMENTAL TOTAL: 7,815.56
GEN. FD-CITY HALL TOTAL: 7,815.56
103 - GF-AV RECREATION SERVICES
MAR'25 REC1 REFUND-RAQUEL SCARDINA-TRANSFERSRAQUEL SCARDINA 271.00 271.00

RECREATION SERVICES
MAR'25 PVM AVR MAINTENANCE - CBPV MAINTENANCE INC 51.00 03/20 AVR DRY CLEANINGPRESTIGIOUS CLEANERS LLC 367.60
17 Description (Item)Vendor Name Amount
03/21 AVR DRY CLEANINGPRESTIGIOUS CLEANERS LLC 408.42
WINTER2025-RWS121/162/163 YOGA-16 PARTICIPANTSJOY E. TORRES 1,308.00 WINTER2025-RWS901/RWS068 SOCCER-10 PARTICIPANTS425 VENTURES, LLC 1,296.00 APR'25 AVR - CASH COURIER SERVICEGARDAWORLD 490.94
MAR'25 AMAZON-COPPERTONE SPORT SUNSCREEN CDCAMAZON CAPITAL SERVICES INC 57.60 MAR'25 AMAZON-TWINE AVRAMAZON CAPITAL SERVICES INC 10.76 MAR'25 AMAZON-HOSE REEL CART AVRAMAZON CAPITAL SERVICES INC 85.15 WINTER2025-RWS084 THEATER-9 PARTICIPANTSJENNIFER BALES 783.00 WINTER2025-RWS109/RWS046 BASKETBALL-11 PARTICIPANTBREAKTHROUGH SPORTS LLC 533.40 WINTER2025-RWS079 COOKING-7 PARTICIPANTSLAURELINDA HAUKSSON 525.00 WINTER2025-RWS138 DOG TRAINING-4 PARTICIPANTSCLICKSTART DOG TRAINING ACADEMY, LLC 336.00 MAR'25 AVR EVENT SECURITY SERVICESLYONS SECURITY SERVICE IN 2,392.50 MAR'25 GCF SECURITY SERVICESLYONS SECURITY SERVICE IN 792.00 MAR'25 AVR INTERIOR PLANT MAINTENANCEFOSTERS' GARDENS INC 110.00 KB 3/06 THE HOMEDEPOT-HAND RAIL DECORATION AVRUS BANK PURCHASING CARD PROGRAM 19.27 KB 3/20 THE HOMEDEPOT - SIGN REPAIR AVRUS BANK PURCHASING CARD PROGRAM 24.51 MAR'25 ACCT#4551 FARM ELECTRICITYSO CAL EDISON 542.16
MAR'25 ACCT#6247 AVR ELECTRICITYSO CAL EDISON 2,864.98
ACCT#105234/104936/104935/104986 RANCH WATER SVCMOULTON NIGUEL WATER DIST 1,398.61 ACCT#104515/104519 FARM WATER SVCMOULTON NIGUEL WATER DIST 242.13 RECREATION SERVICES TOTAL: 14,639.03
GF-AV RECREATION SERVICES TOTAL: 14,910.03
203 - GAS TAX

STREET MAINTENANCE
MAR'25 PVM STREET MAINTENANCE GAS TAXPV MAINTENANCE INC 39,991.77 MAR'25 USA DATABASE MAINT + 35 TICKETSUNDERGROUND SERVICE ALERT OF SOUTHERN CA 74.75 MAR'25 STREET SWEEPING SERVICESSCA OF CA LLC 8,972.06
MAR'25 ACCT#6377 LS2 ST LIGHTS ELECTRICITYSO CAL EDISON 1,281.54 MAR'25 ACCT#7241 LS1 ST LIGHTS ELECTRICITYSO CAL EDISON 18,291.78 MAR'25 ACCT#8254 TC1 ST LIGHTS ELECTRICITYSO CAL EDISON 3,735.66 ACCT#64613/64615/65346 MEDIANS WATER SVCMOULTON NIGUEL WATER DIST 960.46 STREET MAINTENANCE TOTAL: 73,308.02
GAS TAX TOTAL: 73,308.02
215 - PUBLIC SAFETY GRANTS

LAW ENFORCEMENT-OTHER
APR'25 E CITATION/MDC EQUIPMENTCOUNTY OF ORANGE 6,120.27 LAW ENFORCEMENT-OTHER TOTAL: 6,120.27
PUBLIC SAFETY GRANTS TOTAL: 6,120.27
225 - INTEGRATED WASTE MGMT FD

GEN-TECHNOLOGY GRANTS
FEB'25 CAA CONTRACT SERVICES SB1383CHARLES ABBOTT ASSOC INC 475.00 GEN-TECHNOLOGY GRANTS TOTAL: 475.00
INTEGRATED WASTE MGMT FD TOTAL: 475.00
261 - CITY FAC.-AQUATIC CENTER
APR'25 AQC RETENTION FEESPREMIER AQUATIC SERVICES (1,208.30) -1,208.30

GEN-AQUATIC CENTER
APR'25 AQC - CASH COURIER SERVICEGARDAWORLD 546.74
APR'25 AQC MANAGEMENT FEESPREMIER AQUATIC SERVICES 12,083.00 MAR'25 LANDSCAPE MAINTENANCE-IRRIGATION REPAIR AQCNIEVES LANDSCAPE INC 1,728.00 03/05/25-04/03/25 MTR#15672349 AQC GAS SVCTHE GAS COMPANY 3,187.16 JAN-MAR'25 AQ CTR-MTR#4987 ELECTRICITYALISO VIEJO BANQUET CENTER LLC 3,262.30 KB 2/27 THE HOMEDEPOT - ROCK REPAIR AQCUS BANK PURCHASING CARD PROGRAM 29.23 KB 3/01 SCP-REC POOL TILE CAULKING AQCUS BANK PURCHASING CARD PROGRAM 53.14 KB 2/25 THE HOMEDEPOT- FIREPLACE ROCK REPAIR AQCUS BANK PURCHASING CARD PROGRAM 68.78 18 Description (Item)Vendor Name Amount
ACCT#64095/64096 AQC WATER SVCMOULTON NIGUEL WATER DIST 414.87 GEN-AQUATIC CENTER TOTAL: 21,373.22
CITY FAC.-AQUATIC CENTER TOTAL: 20,164.92
311 - STREET IMPROVEMENTS

STREETS & HIGHWAYS
JAN'25 ALISO VIEJO PARKWAY REHAB DESIGNENGINEERING RESOURCES OF SOUTHERN CALIFORNIA 945.00 ALISO VIEJO PARKWAY PAVEMENT EVALUATION - GEOTECHGMU GEOTECHNICAL INC 19,916.44 FEB'25 ALISO CREEK ROAD REHAB GEOTECHGMU GEOTECHNICAL INC 17,974.78 STREETS & HIGHWAYS TOTAL: 38,836.22
STREET IMPROVEMENTS TOTAL: 38,836.22
332 - STORM WATER

DRAINAGE IMPROVEMENTS
MAR'25 PVM DAIRY FORK WETLANDS MAINTENANCEPV MAINTENANCE INC 2,984.00 DRAINAGE IMPROVEMENTS TOTAL: 2,984.00
STORM WATER TOTAL: 2,984.00
411 - DEBT SERVICE

DEBT SERVICE
FY23-24 COPS ANNUAL CONTINUING DISCLOSURE REPORTKOPPEL & GRUBER PUBLIC FIN. 2,285.00 DEBT SERVICE TOTAL: 2,285.00
DEBT SERVICE TOTAL: 2,285.00
731 - CFD 2005-01

TRUST FUND
JAN-MAR'25 CFD ADMIN SERVICESKOPPEL & GRUBER PUBLIC FIN. 2,309.04 TRUST FUND TOTAL: 2,309.04
CFD 2005-01 TOTAL: 2,309.04
GRAND TOTAL: 1,275,234.55
Fund Summary
Payment AmountFund Expense Amount
101 - GENERAL FUND 1,106,026.491,106,026.49
102 - GEN. FD-CITY HALL 7,815.567,815.56
103 - GF-AV RECREATION SERVICES 14,910.0314,910.03
203 - GAS TAX 73,308.0273,308.02
215 - PUBLIC SAFETY GRANTS 6,120.276,120.27
225 - INTEGRATED WASTE MGMT FD 475.00475.00
261 - CITY FAC.-AQUATIC CENTER 20,164.9220,164.92
311 - STREET IMPROVEMENTS 38,836.2238,836.22
332 - STORM WATER 2,984.002,984.00
411 - DEBT SERVICE 2,285.002,285.00
731 - CFD 2005-01 2,309.042,309.04
1,275,234.55Grand Total: 1,275,234.55
19 Accounts Payable Payable Dates: 03/28/2025 - 04/10/2025 4/22/2025 10:47:42 AM Page 6 of 7
Report Summary
Fund Summary
Payment AmountFund
101 - GENERAL FUND 1,106,026.49
102 - GEN. FD-CITY HALL 7,815.56
103 - GF-AV RECREATION SERVICES 14,910.03
203 - GAS TAX 73,308.02
215 - PUBLIC SAFETY GRANTS 6,120.27
225 - INTEGRATED WASTE MGMT FD 475.00
261 - CITY FAC.-AQUATIC CENTER 20,164.92
311 - STREET IMPROVEMENTS 38,836.22
332 - STORM WATER 2,984.00
411 - DEBT SERVICE 2,285.00
731 - CFD 2005-01 2,309.04
1,275,234.55Grand Total:

Account Summary
Payment AmountAccount Number Account Name
101-2603-000 ENGINEERING DEPOSIT 4,771.25
101-2606-000 C & D DEPOSIT 500.00
101-4-1101-4520-000 MTGS/CONF./TRNG & D… 1,752.96
101-4-1101-4601-000 SUPPLIES 21.49
101-4-1501-4520-000 MTGS/CONF./TRNG & D… 1,153.60
101-4-1501-4611-000 PUBLICATIONS/REF MAT… 210.57
101-4-1502-4781-000 C.S-OTHER 290,747.50
101-4-1503-4309-000 OTHER CONTRACTUAL S… 236.90
101-4-1601-4502-000 AWARDS & RECOGNITI… 451.14
101-4-1601-4520-000 MTGS/CONF./TRNG & D… 75.00
101-4-1601-4521-000 MEMBERSHIP & DUES 135.00
101-4-1601-4612-000 OPERATING SUPPLIES 130.00
101-4-2101-4731-000 GENERAL PLAN 4,681.80
101-4-2501-4301-000 PROFESSIONAL SERVICES 11,306.68
101-4-2501-4309-000 OTHER CONTRACTUAL S… 300.00
101-4-3501-4431-000 BUILDING & GROUND M… 600.61
101-4-3501-4512-000 POSTAGE 74.42
101-4-3501-4517-000 VEHICLE MAINTENANCE 62.48
101-4-3501-4601-000 SUPPLIES 341.52
101-4-3501-4612-000 OPERATING SUPPLIES 3,126.77
101-4-4101-4501-000 ADVERTISING & PROMO… 353.46
101-4-4101-4520-000 MTGS/CONF./TRNG & D… 832.21
101-4-4101-4527-000 REC-CITY SPECIAL EVENTS 8.82
101-4-4101-4532-000 SPECIAL PROJECTS 352.59
101-4-4101-4601-000 SUPPLIES 26.89
101-4-4102-4431-000 BUILDING & GROUND M… 1,606.54
101-4-4103-4431-000 BUILDING & GROUND M… 165.00
101-4-4401-4305-000 PLANNING TECHNOLOGY… 159.90
101-4-4401-4520-000 MTGS/CONF./TRNG & D… 1,661.77
101-4-4401-4521-000 MEMBERSHIP & DUES 101.00
101-4-4402-4601-000 SUPPLIES 70.54
101-4-4403-4761-000 C.S-CODE ENFORCEMENT 631.20
101-4-4501-4471-000 RENT 1,035.00
101-4-4501-4701-000 NPDES 10,015.00
101-4-4501-4702-000 AB939-SOLID WASTE 3,025.00
101-4-4501-4741-000 C.S-CITY ENGINEERING 4,713.87
101-4-4503-4771-000 C.S-STREET MAINTENAN… 38,049.29
101-4-5101-4308-000 LAW ENFORCEMENT 693,017.60
101-4-5102-4721-000 C.S-CROSSING GUARDS 29,231.12
101-4-5401-4471-000 RENT 290.00
102-4-3501-4411-000 UTILITIES 5,191.26
102-4-3501-4431-000 BUILDING & GROUND M… 1,917.30
20 Accounts Payable Payable Dates: 03/28/2025 - 04/10/2025 4/22/2025 10:47:42 AM Page 7 of 7
Account Summary
Payment AmountAccount Number Account Name
102-4-3501-4561-000 TAXES/FEES/PERMITS 707.00
103-34161 CONTRACT CLASSES 271.00
103-4-4105-4309-000 OTHER CONTRACTUAL S… 4,781.40
103-4-4105-4411-000 UTILITIES 4,263.59
103-4-4105-4431-000 BUILDING & GROUND M… 2,597.28
103-4-4105-4451-000 FARM OPERATING EXPE… 1,576.29
103-4-4105-4561-000 TAXES/FEES/PERMITS 490.94
103-4-4105-4570-000 CITY CAMP EXPENSE 57.60
103-4-4105-4601-000 SUPPLIES 10.76
103-4-4105-4612-000 OPERATING SUPPLIES 776.02
103-4-4105-4620-000 MINOR EQUIPMENT 85.15
203-4-4503-4411-000 UTILITIES 24,269.44
203-4-4503-4771-000 C.S-STREET MAINTENAN… 40,066.52
203-4-4503-4772-000 C.S-STREET SWEEPING 8,972.06
215-4-5102-4803-000 PUBLIC SAFETY EQUIPM… 6,120.27
225-4-6141-4309-000 OTHER CONTRACTUAL S… 475.00
261-2103-000 RETENTIONS PAYABLE -1,208.30
261-4-6161-7411-000 UTILITIES 6,864.33
261-4-6161-7421-000 BUILDING & GROUND M… 1,879.15
261-4-6161-7445-000 FEES & PERMITS 546.74
261-4-6161-7451-000 MANAGEMENT FEES 12,083.00
311-4-8301-5501-000 DESIGN 20,861.44
311-4-8301-5601-000 CONSTRUCTION MANA… 17,974.78
332-4-8601-5911-000 REHABILITATION 2,984.00
411-4-7101-4542-000 INTEREST & FISCAL CHGS 2,285.00
731-4-7501-4542-000 INTEREST & FISCAL CHGS 2,309.04
Grand Total: 1,275,234.55
Project Account Summary
Payment AmountProject Account Key
**None** 1,218,974.67
0915911 2,984.00
1002WINTER 4,781.40
1345601 17,974.78
1385501 20,861.44
9014612 1,650.16
9024612 951.29
9314520 1,752.96
9974570 57.60
ENG 2252 1,500.00
ENG 2254 362.50
ENG 2256 310.00
ENG 5002 1,627.50
ENG 5003 52.50
ENG 5004 472.50
ENG 5005 131.25
ENG 5049 315.00
SB13834309 475.00
Grand Total: 1,275,234.55
21 City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: Ann Eifert, Director of Financial Services/City Treasurer SUBJECT: TREASURER’S STATEMENT – MARCH 2025
Recommended Action:

Receive and file the March 2025 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 balance for all City funds, 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. March 2025 Treasurer’s Statement
22 TREASURER'S MONTHLY CASH STATEMENT

BEGINNING ENDING

BALANCE RECEIPTS DISBURSEMENTS BALANCE
CASH BALANCE (ALL FUNDS) 10,216,015.56$ 6,239,945.46$ 3,456,311.60$ 12,999,649.42$ CITY TRUST FUNDS:

AV RANCH FOUNDATION 100.00$ 100.00 CFD 2005-01 (4,062.00) $ 171,772.71 173,378.71 (5,668.00) COMMUNITY TRUST 5,562.68$ 1,000.00 6,562.68 CASH BALANCE TOTALS 10,217,616.24$ 6,412,718.17$ 3,629,690.31$ 13,000,644.10$ SUMMARY OF CASH:

DEMAND DEPOSITS: GENERAL ACCOUNT 676,409.49 $
INVESTMENTS: LOCAL AGENCY INVESTMENT FD 7,459,348.46$
MONEY MARKET/SWEEP ACCOUNT 4,864,886.15$
TOTAL CASH 13,000,644.10 $
Years to Maturity for March 2025 1.59
Weighted Average Yield for March 2025 3.990%
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. 38,537,647.18$ Cash With Fiscal Agent COPS/CFD 2005-01 2,067,131.72
Cash With Investment Advisor City Investments 34,388,179.89 AV Center 1,711,912.03
PR Account 368,458.93
Petty Cash 1,964.61
GRAND TOTAL OF CITY FUNDS 51,538,291.28$

CITY OF ALISO VIEJO
March 31, 2025
23 CURRENT
MONTH
Beginning

0.00 0.00
(245.40)
86,480.42

0.00 Interest Received 22,084.73
ENDING 39,253,066.04

47. 14%

15.78%

11.59%

10.29%

9.09%

6. 11%

CITY OF ALISO VIEJO
24 CUSIP DESCRIPTION INTEREST

YIELD TO

MOODY'S
S&P
LGIP
CALAIF California LAIF 03/31/2025
03/31/2025 7,459,348.46 7,459,348.46

0.00 7,459,348.46 4.31 1 1.00
7,459,348.46

0.00 7,459,348.46 15.78 NA
7,459,348.46 7,459,348.46

0.00 7,459,348.46 4.31 1 1.00
7,459,348.46

0.00 7,459,348.46 15.78
31846V567 FIRST AMER:GVT
OBLG;Z
03/31/2025
03/31/2025 4,864,886. 15 4,864,886. 15

0.00 4,864,886. 15 4.23 1 1.00
4,864,886. 15

0.00 4,864,886. 15 10.29 Aaa
AAA
4,864,886. 15 4,864,886. 15

0.00 4,864,886. 15 4.23 1 1.00
4,864,886. 15

0.00 4,864,886. 15 10.29
912797LB1 US TREASURY BILL
05/15/25
06/11/2024
06/13/2024 1,000,000.00 953,923.20

0.00 953,923.20 5. 19 05/15/2025 45 99.48
994,825.83
42,951.96
951,873.87 2. 10 P- 1
A- 1+
912797LB1 US TREASURY BILL
05/15/25
05/31/2024
05/31/2024 1,000,000.00 951,873.87

0.00 951,873.87 5.24 05/15/2025 45 99.48
994,825.83
40,902.63
953,923.20 2. 10 P- 1
A- 1+
91282CHL8 US TREASURY 4.625
06/30/25
11/10/2023
11/10/2023 1,000,000.00 993,398.44

0.00 993,398.44 5.05 06/30/2025 91 100.07
1,000,664.06
7,265.62
993,398.44 2. 12 Aaa
AA+
91282CEY3 US TREASURY 3.000
07/15/25
05/30/2023
05/30/2023 1,000,000.00 973,437.50

0.00 973,437.50 4.32 07 /15/2025 106 99.61
996, 132.81
22,695.31
973,437.50 2. 11 Aaa
AA+
91282CFE6 US TREASURY 3. 125
08/15/25
01/13/2023
01/13/2023 1,000,000.00 980,078. 13

0.00 980,078. 13 3.94 08/15/2025 137 99.56
995,625.00
15,546.87
980,078. 13 2. 11 Aaa
AA+
91282CFP1 US TREASURY 4.250
10/15/25
05/30/2023
05/30/2023 1,000,000.00 1,000,625.00

0.00 1,000,625.00 4.22 10/15/2025 198 100.02
1,000,234.38
(390.62)
1,000,625.00 2. 12 Aaa
AA+
912828M56 US TREASURY 2.250
11/15/25
05/30/2023
05/30/2023 1,000,000.00 955, 117. 19

0.00 955, 117. 19 4. 19 11/15/2025 229 98.85
988,476.56
33,359.37
955, 117. 19 2.09 Aaa
AA+
91282CGL9 US TREASURY 4.000
02/15/26
05/30/2023
05/30/2023 1,000,000.00 997,578. 13

0.00 997,578. 13 4.09 02/15/2026 321 99.89
998,867. 19
1,289.06
997,578. 13 2. 11 Aaa
AA+
91282CGV7 US TREASURY 3.750
04/15/26
01/22/2024
01/22/2024 1,200,000.00 1, 187,437.50

0.00 1, 187,437.50 4.24 04/15/2026 380 99.68
1, 196,203. 13
8,765.63
1, 187,437.50 2.53 Aaa
AA+
91282CCF6 US TREASURY 0.750
05/31/26
06/13/2022
06/13/2022 1,000,000.00 915,976.56

0.00 915,976.56 3.01 05/31/2026 426 96.29
962,890.63
46,914.07
915,976.56 2.04 Aaa
AA+
91282CCJ8 US TREASURY 0.875
06/30/26
06/29/2022
06/29/2022 1,000,000.00 913, 125.00

0.00 913, 125.00 3.20 06/30/2026 456 96.22
962,226.56
49, 101.56
913, 125.00 2.04 Aaa
AA+
91282CCP4 US TREASURY 0.625
07/31/26
01/13/2023
01/13/2023 1, 100,000.00 987,292.97

0.00 987,292.97 3.73 07 /31/2026 487 95.68
1,052,433.59
65, 140.62
987,292.97 2.23 Aaa
AA+
91282CJT9 US TREASURY 4.000
01/15/27
01/22/2024
01/22/2024 1,000,000.00 996,718.75

0.00 996,718.75 4. 12 01/15/2027 655 100. 11
1,001,093.75
4,375.00
996,718.75 2. 12 Aaa
AA+
912828X88 US TREASURY 2.375
05/15/27
06/29/2022
06/29/2022 1,000,000.00 962,851.56

0.00 962,851.56 3.20 05/15/2027 775 96.88
968,828. 13
5,976.57
962,851.56 2.05 Aaa
AA+
9128282R0 US TREASURY 2.250
08/15/27
01/13/2023
01/13/2023 1,050,000.00 990,322.27

0.00 990,322.27 3.60 08/15/2027 867 96.30
1,011, 117. 19
20,794.92
990,322.27 2. 14 Aaa
AA+
25 CUSIP DESCRIPTION INTEREST

YIELD TO

MOODY'S
S&P
9128284N7 US TREASURY 2.875
05/15/28
09/18/2024
09/19/2024 1,000,000.00 979,882.81

0.00 979,882.81 3.47 05/15/2028 1, 141 96.98
969,843.75
(10,039.06)
979,882.81 2.05 Aaa
AA+
91282CCR0 US TREASURY 1.000
07/31/28
09/18/2024
09/19/2024 1,000,000.00 910,507.81

0.00 910,507.81 3.50 07 /31/2028 1,218 91.01
910,078. 13
(429.68)
910,507.81 1.92 Aaa
AA+
91282CCV1 US TREASURY 1. 125
08/31/28
12/21/2023
12/21/2023 1,000,000.00 878,750.00

0.00 878,750.00 3.98 08/31/2028 1,249 91. 19
911,875.00
33, 125.00
878,750.00 1.93 Aaa
AA+
91282CDF5 US TREASURY 1.375
10/31/28
12/21/2023
12/21/2023 1,500,000.00 1,328,906.25

0.00 1,328,906.25 3.98 10/31/2028 1,310 91.59
1,373,906.25
45,000.00
1,328,906.25 2.91 Aaa
AA+
91282CJR3 US TREASURY 3.750
12/31/28
01/22/2024
01/22/2024 1,000,000.00 987,695.31

0.00 987,695.31 4.03 12/31/2028 1,371 99.41
994, 140.63
6,445.32
987,695.31 2. 10 Aaa
AA+
91282CLR0 US TREASURY 4. 125
10/31/29
11/25/2024
11/26/2024 1,000,000.00 996,445.31
2,962.71 999,408.02 4.21 10/31/2029 1,675 100.73
1,007,343.75
10,898.44
996,445.31 2. 13 Aaa
AA+
91282CGB1 US TREASURY 3.875
12/31/29
02/07/2025
02/10/2025 1,000,000.00 978,828. 13
4,388.81 983,216.94 4.36 12/31/2029 1,736 99.66
996,640.63
17,812.50
978,828. 13 2. 11 Aaa
AA+
22,850,000.00 21,820,771.69
7,351.52 21,828, 123.21 4.05 682 97.64
22,288,272.78
467,501.09
21,820,771.69 47. 14
3137EAEX3 FREDDIE MAC 0.375
09/23/25 MTN
10/20/2020
10/20/2020 500,000.00 497,505.00

0.00 497,505.00 0.48 09/23/2025 176 98. 15
490,755.00
(6,750.00)
497,505.00 1.04 Aaa
AA+
3130AK5J1 FHLBANKS 0.700
09/18/26 '25
02/16/2023
02/16/2023 1,000,000.00 872,060.00

0.00 872,060.00 4.61 09/18/2026 536 95.08
950,800.00
78,740.00
872,060.00 2.01 Aaa
AA+
3130ASD63 FHLBANKS 3.250
06/28/27
06/28/2022
06/28/2022 1,000,000.00 1,000,000.00

0.00 1,000,000.00 3.25 06/28/2027 819 98. 16
981,600.00
(18,400.00)
1,000,000.00 2.08 Aaa
AA+
3133EPAU9 FED FARM CR BNKS

3.875 07 /14/27
02/16/2023
02/16/2023 1,000,000.00 990,390.00

0.00 990,390.00 4. 12 07 /14/2027 835 99.78
997,750.00
7,360.00
990,390.00 2. 11 Aaa
AA+
3136G4X99 FANNIE MAE 0.740
08/25/27 '25
04/06/2023
04/06/2023 1,000,000.00 876,610.00

0.00 876,610.00 3.82 08/25/2027 877 92. 12
921,240.00
44,630.00
876,610.00 1.95 Aaa
AA+
3133EMSX1 FED FARM CR BNKS

1.550 03/15/29 '25
02/06/2025
02/07/2025 500,000.00 447, 120.00

0.00 447, 120.00 4.39 03/15/2029 1,445 90.28
451,410.00
4,290.00
447, 120.00 0.95 Aaa
AA+
3130B2GZ2 FHLBANKS 4.200
08/13/29 '26
08/21/2024
08/23/2024 250,000.00 250,000.00

0.00 250,000.00 4.20 08/13/2029 1,596 98.80
246,995.00
(3,005.00)
250,000.00 0.52 Aaa
AA+
3133EL6D1 FED FARM CR BNKS

1.230 09/10/29 '25
02/06/2025
02/07/2025 500,000.00 434,525.00

0.00 434,525.00 4.41 09/10/2029 1,624 88.20
441,015.00
6,490.00
434,525.00 0.93 Aaa
AA+
5,750,000.00 5,368,210.00

0.00 5,368,210.00 3.72 876 95.48
5,481,565.00
113,355.00
5,368,210.00 11.59
14042RPG0 CAPITL ONE NA 1.600
04/08/25
04/09/2020
04/09/2020 245,000.00 244,412.00

0.00 244,412.00 1.65 04/08/2025 8 99.95
244,870. 15
458. 15
244,412.00 0.52 NA
NA
866264DP6 SUMMIT ST A TE BNK

0.850 05/15/25
05/18/2020
05/18/2020 245,000.00 244,402.20

0.00 244,402.20 0.90 05/15/2025 45 99.58
243,968.55
(433.65)
244,402.20 0.52 NA
NA
33847E3J4 FLAGST AR BNK 0.900
05/15/25
05/15/2020
05/15/2020 245,000.00 245,000.00

0.00 245,000.00 0.90 05/15/2025 45 99.58
243,980.80
(1,019.20)
245,000.00 0.52 NA
NA
89235MJS1 TOYOT A FINL SVGS

0.800 06/30/25
06/30/2020
06/30/2020 245,000.00 245,000.00

0.00 245,000.00 0.80 06/30/2025 91 99. 14
242,880.75
(2, 119.25)
245,000.00 0.51 NA
NA
26 CUSIP DESCRIPTION INTEREST

YIELD TO

MOODY'S
S&P
59013KLQ7 MERRICK BANK 0.550
12/30/25
12/30/2020
12/30/2020 245,000.00 245,000.00

0.00 245,000.00 0.55 12/30/2025 274 97.28
238,338.45
(6,661.55)
245,000.00 0.50 NA
NA
02007GXG3 ALL Y BANK 3.450
08/04/26
08/04/2022
08/04/2022 245,000.00 245,000.00

0.00 245,000.00 3.45 08/04/2026 491 99. 16
242,939.55
(2,060.45)
245,000.00 0.51 NA
NA
38149MYB3 GOLDMAN BANK USA

1.000 08/11/26
08/11/2021
08/11/2021 245,000.00 245,000.00

0.00 245,000.00 1.00 08/11/2026 498 95.93
235,033.40
(9,966.60)
245,000.00 0.50 NA
NA
90348JR93 UBS USA 0.950
08/11/26
08/11/2021
08/11/2021 245,000.00 245,000.00

0.00 245,000.00 0.95 08/11/2026 498 95.88
234,901. 10
(10,098.90)
245,000.00 0.50 NA
NA
254673N44 DISCOVER BANK

3.500 07 /29/27
08/03/2022
08/03/2022 245,000.00 245,000.00

0.00 245,000.00 3.50 07 /29/2027 850 97.08
237,853.21
(7, 146.79)
245,000.00 0.50 NA
NA
87164XN93 SYNCHRONY BANK

3.500 08/05/27
08/05/2022
08/05/2022 245,000.00 245,000.00

0.00 245,000.00 3.50 08/05/2027 857 97.06
237,807.02
(7, 192.98)
245,000.00 0.50 NA
NA
02589ADQ2 AM EX BK 3.450
08/10/27
08/12/2022
08/12/2022 245,000.00 243,775.00

0.00 243,775.00 3.56 08/10/2027 862 98.91
242,327.05
(1,447.95)
243,775.00 0.51 NA
NA
58404DVV0 MEDALLION BANK

3.800 08/30/29
08/21/2024
08/30/2024 245,000.00 245,000.00

0.00 245,000.00 3.80 08/30/2029 1,613 100.00
245,000.00

0.00 245,000.00 0.52 NA
NA
2,940,000.00 2,937 ,589.20

0.00 2,937 ,589.20 2.05 510 98.32
2,889,900.03
(47,689. 17)
2,937 ,589.20 6. 11
14913UAR1 CTRPLLR FIN SERV

4.400 10/15/27 MTN
11/25/2024
11/26/2024 500,000.00 498,865.00
2,505.56 501,370.56 4.48 10/15/2027 928 100.32
501,615.00
2,750.00
498,865.00 1.06 A2
A
24422EWR6 JOHN DEERE CAP

4.750 01/20/28 MTN
11/25/2024
11/26/2024 500,000.00 504,235.00

0.00 504,235.00 4.46 01/20/2028 1,025 101.42
507,075.00
2,840.00
504,235.00 1.07 A1
A
931142FB4 WALMART 3.900
04/15/28 '28
11/25/2024
11/26/2024 325,000.00 320,619.00
1,443.54 322,062.54 4.33 04/15/2028 1, 111 99.54
323,488.75
2,869.75
320,619.00 0.68 Aa2
AA
58933YBD6 MERCK & CO 1.900
12/10/28 '28
11/25/2024
11/26/2024 500,000.00 452,905.00

0.00 452,905.00 4.47 12/10/2028 1,350 91.91
459,570.00
6,665.00
452,905.00 0.97 Aa3
A+
17275RBR2 CISCO SYSTEMS

4.850 02/26/29 '29
11/01/2024
11/04/2024 500,000.00 506,060.00

0.00 506,060.00 4.53 02/26/2029 1,428 101.74
508,690.00
2,630.00
506,060.00 1.08 A1
AA-
023135CG9 AMAZON.COM 3.450
04/13/29 '29
11/01/2024
11/04/2024 500,000.00 481,580.00
1,006.25 482,586.25 4.37 04/13/2029 1,47 4 97.50
487,515.00
5,935.00
481,580.00 1.03 A1
AA
30303M8S4 MET A PLA TFORMS

4.300 08/15/29 '29
11/01/2024
11/04/2024 500,000.00 496,070.00

0.00 496,070.00 4.48 08/15/2029 1,598 99.94
499,675.00
3,605.00
496,070.00 1.06 Aa3
AA-
857449AE2 ST A TE STR BK TR 4.782
11/23/29
11/25/2024
11/26/2024 500,000.00 502, 115.00

66.42 502, 181.42 4.69 11/23/2029 1,698 100.95
504,740.00
2,625.00
502, 115.00 1.07 Aa2
AA-
713448GB8 PEPSICO 4.600
02/07/30 '30
02/05/2025
02/07/2025 500,000.00 499, 160.00

0.00 499, 160.00 4.64 02/07/2030 1,774 100.86
504,310.00
5, 150.00
499, 160.00 1.07 A1
A+
4,325,000.00 4,261,609.00
5,021.77 4,266,630.77 4.50 1,387 99.43
4,296,678.75
35,069.75
4,261,609.00 9.09

CITY OF ALISO VIEJO
TOTAL 48, 189,234.61 46,712,414.50
12,373.29 46,724,787.79 3.99 581 47,280,651. 16
568,236.66
46,712,414.50 100.00
48, 189,234.61 46,712,414.50
12,373.29 46,724,787.79 3.99 581 47,280,651. 16
568,236.66
46,712,414.50 100.00
27 CUSIP DESCRIPTION
NET
03/20/2025 03/20/2025 912797KJ5 UNITED ST A TES TREASURY 0.0 03/20/2025 (2,000,000.00) 1,913,519.58 2,000,000.00 86,480.42 (2,000,000.00) 1,913,519.58 2,000,000.00 86,480.42
28 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
March 2025 Statement
Effective
Date
Transaction
Date
Tran
Type Confirm
Number
Web
Confirm
Number Authorized Caller Amount
3/6/2025 3/6/2025 RW 1769278 1729842 ANN EIFERT -300,000.00 3/17/2025 3/17/2025 RD 1769596 1730163 ANN EIFERT 600,000.00 3/27/2025 3/27/2025 RD 1769911 1730484 ANN EIFERT 500,000.00 Account Summary
Total Deposit: 1,100,000.00 Beginning Balance: 6,659,348.46 Total Withdrawal: -300,000.00 Ending Balance: 7,459,348.46 29 March 4.313
February 4.333
January 4.366
December 4.434
November 4.477
October 4.518
LAIF Apportionment Rate(2): 4.62
LAIF Earnings Ratio(2): 0.00012664187216722
LAIF Administrative Cost(1)*: 0.28
PMIA Average Life(1): 252
LAIF Fair Value Factor(1): 0.999621985
PMIA Daily(1): 4.40
PMIA Quarter to Date(1): 4.48
Treasuries

53.01%
Agencies

27.36%
Certificates of
Deposit/Bank Notes

9.22%
Time
Deposits

3.24%
Commercial
Paper

6.46%
Corporate
Bonds

0.57%
Loans

0.14%
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 law 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 subsequent fiscal year.

Source:
(1) State of California, Office of the Treasurer
(2) State of California, Office of the Controller
PMIA Average Monthly
Effective Yields(1)
PMIA/LAIF Performance Report
as of 04/09/25
Daily rates are now available here. View PMIA Daily Rates Quarterly Performance
Quarter Ended 12/31/24
Chart does not include $1,188,000.00 in mortgages, which equates to 0.001%. Percentages may not total 100% due to rounding.

Pooled Money Investment Account
Monthly Portfolio Composition (1)
2/28/25
$156.8 billion
30 City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: Lizzy Mendoza, Recreation & Community Services Manager SUBJECT: FIRST AMENDMENT TO AQUATIC CENTER MANAGEMENT SERVICES

AGREEMENT WITH PREMIER AQUATIC SERVICES
Recommended Action:

Approve and authorize the City Manager to execute the First Amendment to the Management Services Agreement with Premier Aquatic Services, extending the Aquatic Center management services for an additional two years.

Fiscal Impact:

The management fee to operate the Aquatic Center is $145,000. In addition to this fee, Premier Aquatics is eligible to receive 65% of any gross revenue that exceeds operating costs, with the City retaining the remaining 35%. The management incentive pay is based on gross revenues exceeding operating expenses, excluding the management fee, up to $24,000 in equipment maintenance costs, and capital expenditure. Based on projected revenues, the estimated incentive compensation is $50,000. These funds are included in the proposed Fiscal Year 2025-26 budget.

Background:

The Aliso Viejo Aquatic Center began operating on May 26, 2009. Its previous operators were ClubCorp and KemperSports. In 2015, the City entered into an agreement with Premier Aquatic Services to operate the Aquatic Center year-round, with annual compensation not to exceed $100,000. In 2018, the City signed a 3-year agreement for management services with an annual fee not to exceed $130,000, totaling $390,000. The agreement was amended to continue services for Fiscal Year 2021-22 without a rate adjustment due to the COVID-19 pandemic.

In 2022, the City entered into another 3-year agreement for management services, with two additional two-year amendment options, for an annual management fee not to exceed $145,000, subject to possible CPI increases. The agreement amendment to continue services for Fiscal Years 2025-26 and 2026-27 will proceed without a rate adjustment. 31

Page 2 of 2 ends

Discussion:

Since 2015, Premier Aquatic Services has been contracted to manage, maintain, and operate the Aquatic Center, which offers year-round swimming lessons, a swim team program, and various community events and programs.

Staff has consistently been impressed with the high quality of programs and the professional level of service provided by Premier Aquatic Services. Therefore, staff recommends that the City Council approve and authorize the City Manager to execute the First Amendment to the Management Services Agreement with Premier Aquatic Services.

This amendment will extend the agreement term by two years, with a new expiration date of June 30, 2027. This extension exercises the first of the City’s two optional two-year extensions authorized under the original agreement. The optional extension will allow for continued services without a rate adjustment, ensuring consistency in both service delivery and program offerings.

Attachment:

1. Agreement Amendment
32 AMENDMENT NO. 1TO

M A N A G E M E N T S E R V I C E S A G R E E M E N T

B E T W E E N T H E C I T Y O E A L I S O V I E J O

AND PREMIER AQUATIC SERVICES

1. P a r t i e s a n d D a t e .

This Amendment No. 1to the Agreement (“Amendment No. 1”) is made and entered into this ,2025 by and between the City
of Aliso Viejo, aCalifornia municipal corporation (“City”) and Premier Aquatic Services, a California limited liability company, with its principal place of business at 6Journey, Suite 160, Aliso Viejo, CA 92656 ("Manager"). City and Manager are sometimes individually referred to herein as “Party” and collectively as “Parties.”
11^ day of

2. Recitals.

Management Services Agreement. The Parties entered into aManagement Services Agreement dated July 1, 2022 (“Agreemenf’), and set to expire on June 30, 2025, whereby Manager agreed to provide services related to the management, operation, maintenance and marketing of the Aliso Viejo Aquatic Center.

2.1 Amendment Purpose. The Parties now desire to amend the Agreement for the purposes of extending the term of the Agreement by two years to expire on June 30, 2027, thereby exercising the ﬁrst of the City’s two optional two-year term extensions authorized under Section 2.1 of the Agreement and authorizing Manager to offer bounce house rentals for birthday party events on the premises, subject to the conditions set forth herein.

2.2 2.3 Amendment Authority. This Amendment No. 1is authorized pursuant to Section

13.7 of the Agreement.

Terms. Words and terms appearing herein with the initial letter capitalized, and not otherwise deﬁned herein, shall have the same meanings, if any, as are ascribed thereto in the Agreement.

2.4 3. Terms.

Extension of Term. Pursuant to Section 2.1 of the Agreement, the City hereby exercises the ﬁrst of the City’s two options to renew the Agreement and extends the term of the Agreement for two years from July 1, 2025, to June 30, 2027, unless earlier terminated as provided in the Agreement.

3.1 Compensation. As compensation for services rendered during the term of this3.2 Amendment No. 1, Manager shall receive an annual Management Fee, as deﬁned in Section 4.1 of the Agreement, in the amount of One-Hundred Forty-Five Thousand Dollars ($145,000)calculated and paid in accordance with Section 4.1 of the Agreement, which shall remain in full force and effect. This includes, but is not limited to:
33 3.2.1 Proration of the Management Fee and reimbursement of daily guest fees, as set forth in Section 4.1(A);

3.2.2 Withholding, retention, and disbursement procedures for Retention Funds in accordance with Section 4.1(B);

3.2.3 Expense Overage adjustments, revenue-sharing calculations, and all other procedures governing the True Up Process, as set forth under Section 4.1(C); and

3.2.4 All applicable timelines and any other procedures, calculations, or adjustments required under Section 4.1 of the Agreement.

Amendment to Scope of Services.

Exhibit “B” (Scope of Services) of the Agreement directly under the heading titled “Private Events and Birthday Parties” to read as follows:

3.3 Use of Bounce House” is hereby added to
“Use of Bounce House
The use of bounce houses for parties that rent the AVAC for private events and birthday parties where abounce house is rented in connection with the event (“Private Evenf’) will be subject to the following conditions:
(1) Parties who rent the AVAC for Private Events must obtain apermit as necessary from the City of Aliso Viejo prior to the Private Event;
(2) Premier must require that the party who rents the AVAC for the Private Event provide additional liability insurance coverage for the day of the Private Event as required by Premier;
(3) Prior to the Private Event, the vendor providing the bounce house for the Private Event must provide acertiﬁcate of insurance with no less than $2,000,000 per oecurrence and $4,000,000 in the aggregate of general liability coverage naming the party who rents the AVAC, Premier, and the City of Aliso Viejo, its ofﬁcials, ofﬁcers, employees, agents and volunteers as additional insureds;
(4) The party renting the AVAC is responsible for the actions of their guests of the Private Event and must sign aliability release form in aform approved by the City. Guests must stay within the perimeter of the rented area of the AVAC during the Private Event. Premier and the City of Aliso Viejo and its ofﬁcials, ofﬁcers, employees, volunteers, agents, representatives, and contractors will not be held responsible for any injuries or death during the renter’s Private Event. Premier must further ensure that all guests (or parents or guardians of minors) at a Private Event sign aliability release form in aform approved by the City prior to participation. Premier must retain all release forms for aperiod of at least three (3) years after the expiration or earlier termination of this Agreement and provide copies of such waivers upon request of the City.
34 (5) If Premier approves the use of abounce house for aPrivate Event, Premier must exercise reasonable care in all activities related to its placement, setup, operation, and supervision within the designated area to ensure safety and proper use. (6) Notwithstanding the above provisions, the use of bounce houses and other inﬂatable devices (excluding personal ﬂoatation devices and typical pool accessories permitted for use at the AVAC) is strictly prohibited in the pool area of the AVAC. Bounce houses may only be placed in designated areas approved by Premier in compliance with the conditions set forth herein.

For purposes of this section, “bounce house” means any inﬂatable apparatus designed for recreational use, including but not limited to, use as aslide or for jumping (sometimes also referred to as a“jumper,” “jump house,” or “bouncer”) or other similar in ﬂatable devices intended for recreational use.”
Except as amended by this Amendment No.
1, all provisions of the Agreement shall remain unchanged and in full force and effect. From and after the date of this Amendment No. 1, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 1.

Continuing Effect of Agreement.3.4
Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 1.

3.5 Severability. If any portion of this Amendment No. 1is declared invalid, illegal, or otherwise unenforceable by acourt of competent jurisdiction, the remaining provisions shall continue in full force and effect

3.6 Counterparts. This Amendment No. 1may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.

3.7 [SIGNATURE PAGE TO FOLLOW]
35 S I G N A T U R E P A G E E O R A M E N D M E N T N O . 1 T O M A N A G E M E N T S E R V I C E S

AGREEMENT BETWEEN THE CITY OF ALISO VIEJO AND PREMIER AQUATIC

SERVICES
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 1to the Agreement as of the day and year ﬁrst above written.

CITY OF ALISO VIEJO PREMIER AQUATIC SERVICES
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
Approved:

By:_
Mitzi Ortiz
City Manager
Its:

Printed Name:ATTEST:

By: By:_Janet Martinez
City Clerk Its:

Printed Name:

A P P R O V E D A S T O F O R M :

Best Best &Krieger LLP
City Attorney

A P P R O V E D A S T O C O M P L I A N C E

WITH BUDGET
By:

Ann Eifert
D i r e c t o r o f F i n a n c i a l S e r v i c e s
36 City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: Lizzy Mendoza, Recreation & Community Services Manager SUBJECT: FIRST AMENDMENT TO THE PROFESSIONAL SERVICES

AGREEMENT WITH MICHAEL JUE FOR GRAPHIC DESIGN SERVICES
Recommended Action:

Approve and authorize the City Manager to execute a First Amendment to the Professional Services Agreement with Michael Jue for graphic design services for an additional two-year term.

Fiscal Impact:

Graphic design services are billed per project at an hourly rate of $75. To date, $59,000 of the original $85,000 not-to-exceed agreement amount has been expended, resulting in a remaining balance of $26,000. An amendment is being proposed to extend the agreement for an additional two years with an approximate cost of $40,000. This will require an increase to the total compensation of $14,000 to a not-to-exceed amount of $99,000 through fiscal year (FY) 2026-27. Funds for the first year of the renewal are included in the proposed FY 2025-26 budget.

Background:

Since 2017, Michael Jue has been providing graphic design services to the City of Aliso Viejo, contributing to the development of various communication materials, including the City’s quarterly Aliso Viejo Community Connection brochure, event flyers, print and digital advertisements, and other special design projects. His work has played a key role in enhancing the City's public outreach and branding efforts.

Discussion:

On May 4, 2022, the City Council approved a three-year agreement with Mr. Jue to continue providing graphic design services, with a compensation amount not to exceed $85,000. Approximately $59,000 has been expended under the existing three-year agreement.
37

Page 2 of 2 ends

Given the City's continued communication and marketing needs, an amendment is being proposed to extend the agreement for two additional years and increase the total compensation by an additional $14,000. This would bring the total not-to-exceed amount of the agreement to $99,000 for the remainder of the agreement term, which ends in FY 2026-27.

Staff has been pleased with Michael Jue's graphic design services. He consistently demonstrates exceptional design skills, understands the City’s branding guidelines, and offers creative, tailored, and responsive services. Given the continued demand for his expertise, staff recommends that the City Council approve and authorize the City Manager to execute the first amendment to the agreement with Mr. Jue, extending the contract for an additional two years and increasing the total compensation by $14,000, bringing the total to $99,000 through FY 2026-27.

Attachment:

1. Agreement Amendment
38 CITY OF ALISO VIEJO

FIRST AMENDMENT TO

PROFESSIONAL SERVICES AGREEMENT FOR GRAPHIC DESIGN SERVICES

1. PARTIES AND DATE.

This First Amendment to the PROFESSIONAL SERVICES AGREEMENT FOR GRAPHIC DESIGN SERVICES ("First Amendment") is entered into on the _1__l_ day of March , 2025, by and between the City of Aliso Viejo (hereinafter referred to as the "City") and MICHAEL JUE ("Consultant") City and Consultant are sometimes collectively referred to herein as the "Parties."

2. RECITALS.

2.1 Agreement. The Parties entered into that certain agreement entitled Professional Services Agreement for Graphic Design Services dated April 4, 2022. ("Agreement").

2.2 First Amendment. The Parties now desire to amend the Agreement in order to extend the term of the Agreement for an additional two-year term, thereby exercising the first of two optional two-year term extensions available under the Agreement, and to increase the total compensation under the Agreement by Fourteen Thousand Dollars ($14,000).

3. TERMS.

3.1 Term. Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:
"The term of this Agreement shall be from July 1, 2022 to June 30, 2027 unless earlier terminated as provided herein. The City Manager shall have the unilateral option at its sole discretion to automatically renew the Agreement for no more than one additional two-year term.

Consultant shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines"

3.2 Compensation. Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
"Consultant shall receive compensation, including authorized reimbursements for all Services rendered under this Agreement at the rates set forth in Exhibit "C", attached hereto and incorporated herein by reference. The total compensation paid to Consultant shall not exceed NINETY-NINE THOUSAND DOLLARS ($99,000) over the term of the Agreement without advanced written approval of the City Manager. Extra Work may be authorized as described below and if authorized will be compensated at the rates and in the manner set forth herein. "

3.3 Declaration of Political Contributions. Prior to the City's approval of this Amendment, Consultant shall submit to City a statement in writing declaring any political contributions of money, in-kind services, or loan made to any member of the City Council within the previous twelve-month period by the Consultant and all of their employees, including any - 1 -
60367.01100\43138262.l
39 40
41 42
43 City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: Lizzy Mendoza, Recreation & Community Services Manager SUBJECT: FIRST AMENDMENT TO THE PROFESSIONAL SERVICES

AGREEMENT WITH ADVANTAGE MAILING LLC FOR PRINTING AND

MAILING SERVICES OF THE COMMUNITY CONNECTION

RECREATION GUIDE & CITY NEWS
Recommended Action:

Approve and authorize the City Manager to execute a First Amendment to the Professional Services Agreement with Advantage Mailing Inc. for printing and mailing services of the Community Connection Recreation Guide & City News.

Fiscal Impact:

The cost of services provided under the First Amendment to the agreement with Advantage Mailing LLC is not to exceed $66,504 for Fiscal Year 2025-26. Upon execution of this amendment, a remaining balance of $93,194 will be available under the existing agreement, which includes one additional one-year extension. These funds are included in the proposed Fiscal Year 2025-26 budget.

Background:

On September 13, 2022, staff received and reviewed proposals for the printing and mailing services for the quarterly Community Connection Recreation Guide & City News and the Summer Camp Pocket Brochure. The evaluation process considered multiple factors, including proposal completeness, work plan, company references, technical capabilities, and overall cost. As a result of this competitive process, Advantage Mailing LLC was awarded a three-year agreement, with the option to renew for two additional one-year terms.

During negotiations, staff and Advantage Mailing LLC identified a significant cost-saving opportunity by transitioning both publications to web-based printing. This adjustment reduced overall costs, resulting in a total agreement amount of $369,099 over the initial three-year term.
44 Throughout the term of the agreement, staff have continued to explore and adopt additional cost-reduction strategies. These include modifications to the paper type, page count, and print quantities of the Community Connection Recreation Guide & City News.

These adjustments are projected to yield approximately $24,000 in additional savings during the final renewal period.

Discussion:

Staff have been satisfied with the performance of Advantage Mailing LLC in providing printing and mailing services for the Community Connection Recreation Guide & City News and the Summer Camp Pocket Brochure. As such, staff recommend that the City Council approve and authorize the City Manager to execute the First Amendment to the agreement with Advantage Mailing LLC.

The total cost for services in Fiscal Year 2025-26 is not to exceed $66,504. Following this amendment, a balance of $93,194 will remain available under the agreement, along with one additional one-year extension.

Attachment:

1. Agreement Amendment
45 46
47 48
49 50
51 52
53 1
City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: So Kim, Community Development Director
SUBJECT: 38 COLONIAL WAY – DECLARATION OF RESTRICTIVE COVENANT Recommended Actions:

1. Find that the proposed actions are not a “project” subject to the California Environmental Quality Act (“CEQA”); and

2. Approve a restrictive covenant for 38 Colonial Way related to affordable housing and authorize the City Manager to take all necessary steps to execute and record said covenant.

Fiscal Impact:

The proposed actions will have no fiscal impact on the City.

Background:

In 2022, the City Council authorized the purchase of 38 Colonial Way (the “Property”), an affordable housing unit, through Community Development Block Grant funds. After the acquisition, the City and Family Assistance Ministries (“FAM”) entered into a lease for FAM to then sublease the unit to a low income individual or household as transitional and supportive housing. Under the terms of the lease agreement, FAM is responsible for verifying that individuals or families renting the Property meet the eligibility requirements for extremely low- or lower-income households and are charged affordable rent.

Discussion:

An affordable housing resale restriction was recorded against the Property in 2010, when it was privately purchased. That restriction imposed conditions on the buyer that did not apply to the City once the City purchased the Property. For example, the restriction required the private individual to annually submit to the City an affidavit that they were occupying the Property. Thus, in 2022, the City recorded a cancellation of the affordable housing resale restriction. However, the Property has remained in continuous use for affordable housing purposes since the City’s 2022 purchase of the Property. 54 2
To memorialize the Property’s affordable designation, Staff recommends that a Declaration of Affordability Restrictive Covenant (“Declaration”) be approved and recorded against the Property. The Declaration memorializes income and rent limitations against the Property to preserve its use for affordable housing purposes by income eligible occupants. The Declaration further ensures that any qualifying occupants are charged affordable rates based on guidelines established under State law and accompanying regulations of the California Department of Housing and Community Development.

Environmental:

Based on the entire record before it, Staff recommends that the City Council find that the proposed actions are not subject to the California Environmental Quality Act (“Public Resources Code section 21000 et seq.) (“CEQA”) because they do not qualify as a “project” under CEQA. The proposed actions solely authorize the execution and recordation of the Declaration. Such actions will not result in a direct or reasonably foreseeable indirect physical change in the environment. Accordingly, the proposed actions are not a “project” subject to CEQA. (State CEQA Guidelines, § 15060(c)(2).) Additionally, the proposed actions constitute administrative activities because they merely authorize the execution and recordation of the Declaration and do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. Therefore, the proposed actions are not subject to CEQA. (State CEQA Guidelines, § 15060(c)(3).)
Public Notice:

Public notice for this item was made through the regular agenda process.

Attachment:

1. Declaration of Restrictive Covenant
55 RECORDING REQUESTED BY

AND WHEN RECORDED MAIL
TO:

CITY OF ALISO VIEJO
12 JOURNEY, SUITE 100
ALISO VIEJO, CA 92656
ATTN: CITY MANAGER

EXEMPT FROM RECORDING FEES PURSUANT
TO GOVERNMENT CODE SECTION 27383

DECLARATION OF RESTRICTIVE COVENANT
APN 938-142-82
City of Aliso Viejo, County of Orange
THIS DECLARATION OF RESTRICTIVE COVENANTS (“Declaration”) is made this ___ day of _______, 2025 by the CITY OF ALISO VIEJO, a California municipal corporation (hereinafter “Declarant”), with reference to the following facts:

A. The City of Aliso Viejo (“City”) purchased and now owns that certain property located at 38 Colonial Way, Aliso Viejo, CA 92656, as more particularly described on Exhibit “A” attached hereto and incorporated herein by this reference (the “Property”).

B. The Property is an affordable unit set aside for low-income households that prior to the City’s acquisition in 2022 was previously subject to a restrictive covenant, titled “Affordable Housing Resale Restriction” and recorded in the Official Records of Orange County on December 8, 2010 as Document No. 2010000663787 (the “Resale Restriction”), for the benefit of the City, which, among other things, restricted resale of the Property to certain income-eligible individuals and households. That Resale Restriction was cancelled pursuant to the “Cancellation of Affordable Housing Resale Restriction in 2022 and recorded in the Official Records of Orange County on September 20, 2022 as Document No. 2022000311007.

C. The City currently leases the Property to a non-profit organization, which in turn subleases the Property to individuals or families that qualify as extremely low- or lower-income households based on the area median income (“AMI”).

D. The City now desires to implement this Declaration and the covenants contained herein in order to maintain the Property as affordable housing and restrict its occupants to those income-eligible for affordable housing.

NOW, THEREFORE, in consideration of the foregoing, Declarant hereby covenants and agrees as follows:

1. The Property shall, at all times, be occupied and used solely as a personal residence by a Qualified Household, who shall pay an Affordable Rent, as herein defined. “Qualified Household” shall mean an individual or family that qualifies as an extremely low- or lower-income household based on the AMI, as defined in California Health and Safety Code Section 50053 and accompanying regulations of the California Department of Housing and 56 2
Community Development (“HCD”), as such law or regulations may hereafter be amended, replaced or renumbered from time-to-time. “Affordable Rent” shall mean the maximum rent for “lower income households” as defined in California Health and Safety Code Section 50053(b)(1)(D) and accompanying regulations of HCD, as such law or regulations may hereafter be amended, replaced or renumbered from time-to-time, with allowance for utilities, as such allowance may be established by the County of Orange.

IN WITNESS WHEREOF, this Declaration is executed this __ day of ________, 2025, at________, California.

DECLARANT:

CITY OF ALISO VIEJO, a California municipal
corporation
Date:

By:

City Manager
57 3

EXHIBIT A

LEGAL DESCRIPTION

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF ALISO VIEJO, COUNTY OF ORANGE, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:

CONDOMINIUM NO. 77 AS SHOWN UPON LATITUDES SOUTH PHASE 7 CONDOMINIUM PLAN RECORDED MARCH 01, 2010 AS DOCUMENT NO. 2010000095857, OFFICIAL RECORDS OF ORANGE COUNTY, CALIFORNIA (THE "CONDOMINIUM PLAN") BEING PORTIONS OF PARCEL 3 OF LLA 07-01 RECORDED JUNE 20, 2007 AS DOCUMENT NO. 2007000393025, RECORDS OF ORANGE COUNTY, CALIFORNIA, COMPOSED OF THE FOLLOWING:

PARCEL 1 (THE SEPARATE INTEREST):

THE SEPARATE INTEREST WITH THE SAME UNIT AS THE CONDOMINIUM DESCRIBED ABOVE.

PARCEL 2 (COMMON AREA):

AN APPURTENANT UNDIVIDED INTEREST IN THE COMMON AREA OF THE PHASE IN WHICH THE SEPARATE INTEREST DESCRIBED AS PARCEL 1 ABOVE IS LOCATED, AS DESCRIBED IN THE CONDOMINIUM PLAN. THE UNDIVIDED INTEREST IS EQUAL TO THE RECIPROCAL OF THE

NUMBER OF SEPARATE INTERESTS IN THE PHASE IN WHICH THE SEPARATE INTEREST DESCRIBED IN PARCELS I ABOVE IS LOCATED.

PARCEL 3 (EASEMENT OVER ASSOCIATION PROPERTY):

NONEXCLUSIVE APPURTENANT COVENANTS IN AND TO THE ASSOCIATION PROPERTY NOW OR

HEREAFTER OWNED BY VANTIS MAINTENANCE CORPORATION, A CALIFORNIA NONPROFIT MUTUAL BENEFIT CORPORATION ("ASSOCIATION"). "ASSOCIATION PROPERTY" IS DEFINED IN

THE CONDOMINIUM PLAN AND IN THE DECLARATION OF RESTRICTIONS FOR LATITUDES SOUTH, LATITUDES NORTH AND CITY WALK AT VANTIS.

RESERVING THEREFROM THE EXCLUSIVE RIGHT TO POSSESSION AND USE OF ANY EXCLUSIVE USE AREA SHOWN ON CONDOMINIUM PLAN.
58 4
PARCEL 4 (ACCESS OVER DRIVES):

A NONEXCLUSIVE APPURTENANT EASEMENT FOR INGRESS AND EGRESS OVER PRIVATE "DRIVES" PURSUANT AND SUBJECT TO THE TERMS AND PROVISIONS OF THAT CERTAIN DEED

AND DECLARATION ESTABLISHING ACCESS EASEMENT RIGHTS DESCRIBED IN THE DEED TO WHICH THIS EXHIBIT IS ATTACHED.

PARCEL 5 (EXCLUSIVE USE AREAS):

THE EXCLUSIVE RIGHT TO USE ANY EXCLUSIVE USE AREA SHOWN ON THE CONDOMINIUM PLAN AS BEING APPURTENANT TO THE SEPARATE INTEREST DESCRIBED IN PARCELS 1 ABOVE.

EXCEPT FROM ALL PARCELS ANY MINERAL, OIL OR GAS OR OTHER EXCEPTIONS OR

RESERVATIONS OF RECORD, INCLUDING THE EXCEPTIONS SET FORTH IN DEED RECORDED SEPTEMBER 20, 1976, IN BOOK 11908, PAGES 527 TO 587, INCLUSIVE, OF OFFICIAL RECORDS OF ORANGE COUNTY.

ASSESSOR PARCEL NO. 938-142-82
59 5

ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA )

COUNTY OF ) On , 2025, before me, , Notary Public, personally appeared, , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

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

WITNESS my hand and official seal.

Signature: (seal)
60 60367.01100\34434765.2
City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: Shaun Pelletier, Director of Public Works/City Engineer SUBJECT: SECOND AMENDMENT TO THE SOLID WASTE DISPOSAL

AGREEMENT WITH THE COUNTY OF ORANGE
Recommended Action:

Authorize the City Manager to execute the Second Amendment to the Solid Waste Disposal Agreement with the County of Orange.

Fiscal Impact:

There is no direct fiscal impact approving this amendment. Disposal costs are part of the rates paid to franchise waste hauler CR&R. Any increases in accordance with this agreement are accounted for in the CR&R annual rate adjustment.

Background:

Solid waste disposal at Orange County landfills is governed by a Waste Disposal Agreement (WDA) under which cities/sanitary districts agree to exclusively deposit certain waste at the County of Orange’s landfills in exchange for low and stable disposal rates.

The current WDA was entered into in 2009 and subsequently amended to extend the term through June 30, 2025. The Orange County City Manager Association (OCCMA) is currently negotiating a successor agreement to the WDA with OC Waste & Recycling (OCW&R). Additional time is needed to finalize mutually agreeable terms and disposal fees. The proposed amendment extends the current WDA by one year to allow for continued negotiations and includes a 2.6% disposal fee increase, per the escalation formula in the current WDA.

Discussion:

The current Waste Disposal Agreement (WDA) between all Orange County cities/sanitary districts and the County of Orange expires on June 30, 2025. In January 2022, OCW&R notified cities of its intent to revise the WDA to align with legislative requirements such as Senate Bill 1383, which requires local governments to divert organic waste, such as food scraps and landscaping waste, away from the landfills. OCW&R presented a proposed 61 60367.01100\34434765.2

Page 2 of 2 ends

successor agreement to the WDA, titled the Waste Infrastructure System Enhancement (WISE) agreement, at an Orange County City Manager’s summit on November 7, 2024.

The WISE agreement proposed increasing the landfill disposal rate from $42.65 to $82 per ton (a 92.3% increase). It also proposed a rebate program for composted organic waste and an allocation of capital expenditures for organics recycling infrastructure at County landfills.

The Orange County City Manager Association (OCCMA) formed a committee in December 2024 to negotiate a successor agreement to the WDA and requested an extension of the current WDA to allow time for such negotiations.

OCW&R has agreed to the OCCMA committee’s requested extension under the terms of the proposed amendment, which generally provides for a 12-month extension of the current WDA and a 2.6% disposal fee increase, per the escalation formula in the current WDA. The extension period will allow stakeholders to conduct due diligence on a successor agreement to the WDA as well as evaluate costs, infrastructure plans, and future fee adjustments. If the OCCMA committee and OCW&R do not reach mutually agreeable terms by September 30, 2025, monthly updates will be provided to all cities/sanitary districts beginning in October 2025.

Staff finds that executing the Second Amendment is in the public interest since it will ensure stable disposal rates and collaboration between all cities/sanitary districts in Orange County for an additional year.

Environmental:

Not applicable.

Attachment:

1. Agreement Amendment
62

Page 1 of 5 ends

SECOND AMENDMENT TO WASTE DISPOSAL AGREEMENT
Between

THE COUNTY OF ORANGE, CALIFORNIA
and the

CITY OF ALISO VIEJO
June 30, 2025
County Amendment Authorization Date
_________________, 2025
County Notice Address:

Director, OC Waste & Recycling
601 N. Ross Street
5th Floor
Santa Ana, CA 92701
City Amendment Authorization Date
____________________, 2025
City Notice Address:

City of Aliso Viejo
Attn: City Manager
12 Journey Suite 100
Aliso Viejo, CA 92656
63

Page 2 of 5 ends

SECOND AMENDMENT TO WASTE DISPOSAL AGREEMENT
THIS SECOND AMENDMENT TO THE WASTE DISPOSAL AGREEMENT (“Second Amendment”) is made and dated as of the date indicated on the cover page hereof between the County of Orange, a political subdivision of the State of California (the “County”), and the City (general law, charter or other), Special District or Sanitary District designated on the cover page of this Agreement and party to this Agreement.(the “City”).

RECITALS
The County owns, manages, and operates a Waste Infrastructure System to manage municipal and solid waste generated within Orange County, California or imported from outside Orange County, California pursuant to contractual agreements (hereafter used referred to as “Disposal System” or “Waste Infrastructure System”). The Waste Infrastructure System collectively includes active Class III sanitary landfills (“County Landfills”), resource recovery, recycling and organics programs, infrastructure and operations, and regional household hazardous waste collection centers and other waste management related systems as may be deemed necessary by the County.

The County is also responsible for the long-term management of 20 closed landfills as required under Applicable Law.

County Landfills are used for the management of municipal solid waste pursuant to legislation including, but not limited to, the California Integrated Waste Management Act of 1989 (Division 30 of the California Public Resources Code) (the “Act”) and the Short-lived Climate Pollutants Reduction Act (“SB 1383”). County Landfills are also subject to other state and federal regulations designed to ensure that landfill operations minimize the impacts to public health and safety and the environment.

The City, in the exercise of its police power, its powers under the Act, and other Applicable Law, has entered into a franchise or other agreement with or issued permits or licenses to one or more private haulers for the collection, recycling, diversion, and disposal of municipal solid waste generated within the City.

The City and the County have historically provided for the management of municipal solid waste through Waste Disposal Agreements (“WDAs”), wherein the County agreed to provide disposal capacity for waste generated in the City, and the City agreed to deliver or cause the delivery of waste generated in the City to the Disposal System, as more specifically set forth in, and subject to the terms and conditions of the WDAs. In 2009, the Parties entered into a new WDA (referred to as the “Original WDA”). In 2016, the Original WDA was amended by the Parties (“First Amendment”), whereby the Parties updated certain terms and extended the term through June 30, 2025. (The Original WDA and its corresponding First Amendment are referred to in this Second Amendment as the “Current WDA”.) In response to passage of several pieces of legislation that require significant reductions in the disposal of organic waste, and in light of the approaching expiration of the Current WDA, the County held two City Manager Summits in November 2024 proposing terms of a new WDA.

The Orange County City Manager Association (“OCCMA”) has established a Committee (“OCCMA Committee”) including representatives of cities and sanitary districts to review the terms of the proposed new WDA. The OCCMA Committee requested a 12-month extension of the Current WDA to allow for additional time to negotiate mutually agreeable terms for a new WDA, and obtain approval from the respective 64

Page 3 of 5 ends

governing bodies. The County is agreeable to OCCMA’s requested extension to the Current WDA on terms as provided in this Second Amendment.

The City has determined that the execution of this Second Amendment by the City is in the best interest of the City and will serve the public health, safety, and welfare by continuing the waste disposal services historically provided under the Current WDA while the Parties: (1) engage in due diligence related to a new WDA, in order for the City to evaluate the cost/benefit of a new WDA, which is expected to include the City and OCCMA obtaining more comprehensive and detailed information on the County’s plans for infrastructure expansion and improvements, the financial and operational conditions of the existing Waste Infrastructure System, and the components, timing, and procedures for future contract fee increases; and, (2) negotiate the terms and conditions of a new WDA.

The County has determined that the execution by the County of this Second Amendment will serve the public health, safety, and welfare by continuing to provide a stable, predictable, and reliable supply of municipal solid waste and the resulting service payment revenue to the Disposal System, while the Parties exchange information and conduct negotiations with the County goal of ensuring that any negotiated Contract Rate in the new WDA covers the full cost of operations and infrastructure O&M and development needed to ensure indemnification and regulatory compliance..

Official action approving this Second Amendment and determining it to be in the public interest and authorizing its execution and delivery was duly taken by the City on the City authorization date indicated on the cover page hereof.

Official action approving this Second Amendment and determining it to be in the public interest and authorizing its execution and delivery was duly taken by the County on the County authorization date indicated on the cover page hereof.

It is, therefore, agreed as follows:

1. Extended Term.
(a) Section 6.1 (A) of the Current WDA is deleted in its entirety and replaced with the following:
“Extended Term. This Agreement shall continue in full force and effect until 11:59 p.m. on June 30, 2026 (the “Extended Term”), unless earlier terminated in accordance with its terms, in which event the Extended Term shall be deemed to have expired as of the date of such termination.” (b) Section 6.1 (B) is deleted in its entirety.
(c) Section 6.1 (C) of the Current WDA is deleted in its entirety and replaced with the following:
“Contract Rate Negotiations During Extended Term. If the Orange County City Manager Association’s committee tasked with negotiating the terms of a successor to this Agreement with the County and recommending approval of the same to the Parties (the “Committee”) and the County have not reached mutually agreeable terms of a successor to this Agreement including, but not limited to, proposed revisions to the Contract Rate, by September 30, 2025, the County shall, and it is expected that the Committee will provide, updates to all Participating Cities, and their respective governing bodies as may be deemed necessary, regarding the status of negotiations on a monthly basis until mutually agreeable terms are reached or the Extended Term expires.” 65

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In recommending any revisions to the Contract Rate, in addition to the circumstances described in Section 4.2(A), the Committee and County may take into consideration factors including, but not limited to, the following:
(i) actual cost of operations;
(ii) population growth;
(iii) increase or decrease in available tonnage;
(iv) economic and disposal market conditions in the Southern California region; (v) changes in transportation and technology;
(vi) changes in transportation costs;
(vii) closure and expansion of nearby landfills;
(viii) capacity of the Disposal System;
(ix) long-term infrastructure needs; and
(x) available reserves which are in excess of the amount reasonably required as reserves. (d) Appendix 2 of the Current WDA is deleted in its entirety and replaced with the following:

APPENDIX 2
Cumulative County Acceptable Waste Tonnage Target to be Used for Purposes of Section 4.2(B) Fiscal Year County Acceptable Waste Tonnage Cumulative County Acceptable Waste Tonnage FY 2025-26 3,166,659 3,166,659

2. Contract Rate.
(a) The first paragraph of Section 4.2(A) of the Current WDA is deleted in its entirety and replaced with the following:
“(A) Establishment of Contract Rate. During the Extended Term, the Contract Rate payable by each Franchise Hauler shall be $43.76 per ton, contingent on the delivery to the Disposal System of an amount of Acceptable Waste at least equal to the Cumulative Tonnage Targets identified in Appendix 2, and subject to adjustment necessary to reflect the circumstances set forth in this Section 4.2, subjections (i) through (z).”
Note: Subsections (i) through (z) found in the Current WDA remain unchanged.

3. Effectiveness of Second Amendment.

The provisions of this Second Amendment shall not become effective unless and until this Second Amendment has been executed by the County and all of the Participating Cities, and shall become effective once that occurs.
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Page 5 of 5 ends

4. Representations and Warranties of the Parties.

Each of the parties to this Second Amendment represent and warrant that it is a political subdivision of the State of California validly existing under the Constitution and laws of the State and that it has duly authorized the execution and delivery of this Second Amendment to each other party.

5. Remaining Terms.

All other terms and conditions of the Current WDA not specifically changed by this Second Amendment, shall remain in full force and effect.

IN WITNESS WHEREOF, COUNTY and CITY have caused this Second Amendment to be executed by their duly authorized officers or representatives as of the day and year first above written.

County of Orange
By _______________________________
Director, OC Waste & Recycling
Date _____________________
Approved as to Form
By _______________________________
County Counsel
Date _____________________
City of Aliso Viejo
By _______________________________
Mitzi Ortiz, City Manager
Date _____________________
Approved as to Form
By _______________________________
Best Best & Krieger
Date _____________________
67 60367.01100\34434765.2
City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: Shaun Pelletier, Director of Public Works/City Engineer SUBJECT: URBAN RUNOFF TREATMENT FACILITY
Recommended Actions:

1. Authorize the City Manager to execute a Quitclaim Deed for the Urban Runoff Treatment Facility for Storm Drain J01P28 located on County of Orange Parcel 162; and

2. Authorize the City Manager to execute an Easement Deed for accessing the Urban Runoff Treatment Facility for Storm Drain J01P28 located on County of Orange Parcels 161 and 162.

Fiscal Impact:

There is no fiscal impact approving these actions. Maintenance costs have been and will continue to be budgeted for the facility, proposed to be $60,000 in FY 2025-26.

Background:

On March 2, 2001 the San Diego Regional Water Quality Control Board (SDRWQCB) issued a Water Code Section 13225 Directive to South Orange County Municipal Separate Storm Sewer System (MS4) co-permittees directing them to eliminate sources of elevated bacteria levels to Aliso Creek. This Directive was then incorporated into subsequent MS4 permits.

On November 6, 2001, the Board of Supervisors authorized OC Public Works to negotiate an acquisition and installation agreement with Clear Creek Systems, Inc. for an urban runoff treatment system (Facility) at the downstream terminus of J01P28 to treat elevated levels of bacteria discharging through J01P28 into Aliso Creek. Completion of plans and special provisions for the construction of the Facility was approved by the Board on May 21, 2002. The construction contract for the Facility was authorized by the Board on August 6, 2002, and the Facility began operation in June 2003. Construction of the Facility was financed in part by a $500,000 State Clean Beaches Initiative Grant, which requires the County to operate and maintain the Facility within the Aliso Creek Watershed for 20 years.
68 60367.01100\34434765.2

Page 2 of 2 ends

The Facility operates on an ongoing 24/7 year-round basis with occasional shutdowns for rain and maintenance events. Between June 2003 and August 2010, a series of operational issues occurred, largely as a result of excessive sediment discharges through J01P28 from upstream construction activities. Numerous modifications were made to the Facility, and the operations were finally stabilized in 2011. Since 2011, treatment efficiency for the Facility has been very effective, with bacterial treatment removal efficiency consistently surpassing 98%, thereby consistently lowering bacteria levels in urban runoff to within acceptable recreational health standards. The City includes the Facility as a structural Best Management Practice (BMP) as part of the City's bacteria load reduction efforts in annual reports to the SDRWQCB.

Discussion:

Up until 2015 the County was fully funding the maintenance and operation of the facility.

The City and County entered into a Joint Cooperative Agreement on June 23, 2015, that shared the operation and maintenance costs 60% City and 40% County. This agreement expired on June 30, 2023. The agreement indicated that upon expiration the City shall take full ownership of the system and its operating costs, or the County could relocate the facility to another County location. The City elected to keep the facility and has been operating it since the agreement expiration.

Following a transition period and transfer of all operation procedures from the County, the County began working on a Quitclaim Deed to convey ownership of the physical equipment to the City, and an Easement Deed providing access to the facility for maintenance. These documents have been reviewed by staff and BBK and are deemed acceptable.

Staff respectfully recommends approval of the actions.

Environmental:

Any potential projects proposed as a result this recommend action would be considered for environmental CEQA review as needed.

Attachments:

1. Quitclaim Deed

2. Easement Deed
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City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: So Kim, Community Development Director
Michael Delgadillo, Assistant Planner
SUBJECT: CONDITIONAL USE PERMIT TO ESTABLISH A PILATES, YOGA, AND FITNESS STUDIO AT 26711 ALISO CREEK ROAD, SUITE 200 (USE- 2025-00005)
Recommended Action:

Adopt a Resolution (Attachment 1) approving a Conditional Use Permit to establish a Pilates, yoga, and fitness studio at 26711 Aliso Creek Road, Suite 200 (USE-2025- 00005).

Fiscal Impact:

None.

Background:

On March 6, 2025, Shelly DiLauro (“Applicant”) submitted an application requesting to establish a Pilates, yoga, and fitness studio (“FS8 Studio”) at 26711 Aliso Creek Road, Suite 200 (immediately above Cold Stone Creamery). FS8 Studio will offer workout classes that blend Pilates, tone, and yoga movements. Each class will be 45 minutes long and accommodate up to 22 participants. The studio will operate from 6:30 AM to 7:30 PM, Monday through Friday, and from 8:00 AM to 1:00 PM on weekends. Additionally, a small retail space near the entrance will sell FS8 Studio-branded apparel and merchandise, including t-shirts, hats, and water bottles. 126

Page 2 of 3 ends

Image 1. Project site facing southwest. Image 2. Aerial Image of Vicinity Discussion:

Pursuant to Aliso Viejo Municipal Code (“AVMC”) Section 15.18.020 (Permitted Uses in Nonresidential Districts ), a group instruction use over 3,000 square feet of gross floor area requires a Conditional Use Permit , subject to the following findings of approval established in AVMC Section 15.74.040.

1. Consistency with General Plan. The land use is consistent with the general plan and any applicable specific plan.

The proposed use will be in a shopping center designated as Town Center Commercial (TCC) for both General Plan land use and zoning designations, which permits a mixture of uses , including community retail and commercial services, offices, theaters, art galleries and entertainment facilities, hotels/motels and restaurants, and recreation and community facilities . The proposed fitness studio with a retail component is consistent with the TCC permitted uses and is consistent with the general plan. Therefore, this finding can be made.

2. Consistency with Zoning Code. The land use and associated development conform to the permitted use provisions and development standards of this zoning code and are consistent with this code and any applicable specific plan.

As discussed in Finding No. 1, the proposed use is classified as a group instruction use, which is permitted in the TCC zoning dis trict. The retail area near the studio entrance will offer incidental products to patrons and is considered an accessory use. The proposed tenant improvements are limited to the interior of the tenant space, with no expansions to the existing building or f loor space. These interior improvements and exterior signs will be required to comply with the zoning code's development standards and applicable building codes. Therefore, this finding can be made.
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3. Compliance with CEQA. Processing and approval of the permit application are in compliance with the requirements of the California Environmental Quality Act.

The proposed use is categorically exempt from the California Environmental Quality Act (CEQA) Guidelines under Section 15301 (Existing Facilities), as it involves permitting a fitness studio within an existing facility without expanding the use. Therefore, this finding can be made.

As mentioned in Finding No. 1, the Town Center Commercial District permits a mix of uses, including commercial services and recreation facilities. To mitigate potential noise impacts, the proposed tenant improvements will include wall sound insulation. An interior sound system will be installed, but music played during classes will be kept at a reasonable level to avoid disturbing adjacent tenants, and doors will remain closed during classes to further reduce noise impacts. The proposed tenant improvements are subject to review and approval by the Building Official to ensure best construction practices and compliance with the California Building Code. Therefore, the group instruction use will not cause materially detrimental impacts to surrounding properties, and this finding can be made.

Public Notice:

On April 24, 2025, a public notice was published in the Laguna Niguel News and mailed to all property owners within 300’ of the subject site and to all tenants within the same commercial center. No public comments were received in response.

Attachments:

1. Resolution

2. Proposed Plans

3. Project Description

4. Presentation
128
60367.01460\34673878.3 Attachment 1
RESOLUTION NO. 2025-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ALISO

VIEJO, CALIFORNIA, APPROVING A CONDITIONAL USE PERMIT TO ESTABLISH A PILATES, YOGA, AND FITNESS STUDIO AT 26711
ALISO CREEK ROAD, SUITE 200 AND FINDING THE PROJECT
CATEGORICALLY EXEMPT FROM CEQA (USE-2025-00005)
WHEREAS, on March 6, 2025, the Applicant, Shelly DiLauro, representing FS8 Studio, submitted an application to establish a Pilates, yoga, and fitness studio at 26711 Aliso Creek Road, Suite 200 (“Project”); and
WHEREAS, on April 24, 2025, a public notice of the public hearing was published in the Laguna Niguel News and mailed to all property owners within 300 feet of the subject site and to all tenants within the same commercial center; and WHEREAS, on May 7, 2025, the City Council held a duly noticed public hearing as prescribed by law and considered public testimony and evidence and recommendations presented by staff in the agenda report and oral presentation; and WHEREAS, all other legal prerequisites to the adoption of this Resolution have occurred.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ALISO VIEJO, DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

Section 1: Determination of Recitals. The City Council hereby finds and determines that all the recitals set forth above are true and correct. The above recitals are hereby incorporated as substantive findings of this Resolution.

Section 2: Approval of Project and Findings for Conditional Use Permit. In accordance with AVMC 15.74.040(D), the City Council hereby makes the following findings of fact and approves a Conditional Use Permit (USE-2025-00005) to establish a Pilates, yoga, and fitness studio, subject to the conditions set forth in Exhibit “A” and project plans set forth in Exhibit “B”, which are both attached hereto and incorporated herein by reference.

1. Consistency with General Plan. The land use is consistent with the general plan and any applicable specific plan. The proposed use will be in a shopping center designated as Town Center Commercial (TCC) for both General Plan land use and zoning designations, which permits a mixture of uses, including community retail and commercial services, offices, theaters, art galleries and entertainment facilities, hotels/motels and restaurants, and recreation and community facilities. The proposed fitness studio with a retail component is consistent with the TCC permitted uses and is consistent with the general plan. 129
60367.01460\34673878.3

As discussed in Finding No. 1, the proposed use is classified as a group instruction use, which is permitted in the TCC zoning district. The retail area near the studio entrance will offer incidental products to patrons and is considered an accessory use. The proposed tenant improvements are limited to the interior of the tenant space, with no expansions to the existing building or floor space. These interior improvements and exterior signs will be required to comply with the zoning code's development standards and applicable building codes.

3. Compliance with CEQA. Processing and approval of the permit application are in compliance with the requirements of the California Environmental Quality Act. The proposed use is categorically exempt from the California Environmental Quality Act (CEQA) Guidelines under Section 15301 (Existing Facilities), as it involves permitting a fitness studio within an existing facility without expanding the use.

4. Surrounding Uses. Approval of the application will not create conditions materially detrimental to the public health, safety and general welfare or injurious to or incompatible with other properties or land uses in the vicinity. As mentioned in Finding No. 1, the Town Center Commercial District permits a mix of uses, including commercial services and recreation facilities. To mitigate potential noise impacts, the proposed tenant improvements will include wall sound insulation. An interior sound system will be installed, but music played during classes will be kept at a reasonable level to avoid disturbing adjacent tenants, and doors will remain closed during classes to further reduce noise impacts. The proposed tenant improvements are subject to review and approval by the Building Official to ensure best construction practices and compliance with the California Building Code.

Section 3: Filing of Notice of Exemption. The City Council hereby authorizes and directs staff to prepare, execute and file with the Orange County Clerk a Notice of Exemption for the proposed project.

Section 4: Location of Documents. The administrative record for the Project is maintained at City Hall located at 12 Journey, Suite 100, Aliso Viejo, CA 92656. The custodian of records is the City Clerk.
130
60367.01460\34673878.3
PASSED, APPROVED AND ADOPTED this 7th day of May 2025.
_____________________________
Tiffany Ackley
Mayor
APPROVED AS TO FORM: ATTEST:
_____________________________ _____________________________ Scott C. Smith, City Attorney Janet Martinez, City Clerk 131
60367.01460\34673878.3

STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF ALISO VIEJO )
I, JANET MARTINEZ, City Clerk of the City of Aliso Viejo, California, DO HEREBY CERTIFY that foregoing Resolution No. 2025-___ was duly passed and adopted by the City Council of the City of Aliso Viejo at their regular meeting held on the 7th day of May, 2025, by the following roll call vote, to wit:

AYES:

NOES:

ABSENT:
___________________________

JANET MARTINEZ

CITY CLERK
(SEAL)
132
60367.01460\34673878.3
EXHIBIT “A”
Conditions of Approval
26711 Aliso Creek Road, Suite 200 (USE-2025-00005)

1. Project Description. This approval permits the establishment of FS8 Studio, a Pilates, yoga, and fitness studio within a 3,107 square foot tenant space.

2. Development per Approved Plans. This approval constitutes a precise plan for the location and design of uses, structures, features, and materials submitted with this application. Development shall occur substantially as shown on the plans approved by this Project and set forth in Exhibit B, subject to any modifications imposed by the conditions of approval herein, as confirmed by the Director of Community Development. Any land use, construction, or improvement not specifically approved by this conditional use permit and site development permit is not permitted and must be addressed in a separate and subsequent application and review. Relocation, alteration or addition to any use, structure, feature or material not specifically approved shall require an amendment to the approved plans unless the Community Development Director determines such modifications are minor and consistent with the spirit and intent of the original approving action, and that the action would have been the same for the modifications as for the approved plans. The Community Development Director may approve such minor modifications in accordance with AVMC Section 15.74.110.

3. Applicant Designation. For the purpose of Conditional Use Permit (USE-2025- 00005) and as referenced in the conditions, “Applicant” shall apply to FS8 Studio, owner, operator, and any and all future successors and/or assigns of the approved establishment.

4. Payments of Fees. The Applicant and Applicant's successors in interest shall be responsible for payment of all applicable fees along with reimbursement for all City expenses in ensuring compliance with these conditions.

5. Hours of Operation. The hours of operation shall be limited to Monday through Friday from 6:30 AM to 7:30 PM and Saturday and Sunday from 8:00 AM to 1:00 PM. Request to modify the hours of operation shall be subject to review and approval by the Community Development Director.

6. Amplified Equipment. All amplified noise shall be confined indoors at all times. All amplified noises shall be set to a volume that cannot be heard outside of the subject suite.

7. Noise Standards. The use shall not generate noise that exceeds ambient noise levels established in AVMC Chapter 8.12. Doors shall remain closed during hours of operation. Furthermore, based on substantiated complaints or concerns, the Director may modify conditions relative to facility operations as deemed necessary. 133
60367.01460\34673878.3

8. Outdoor Activities Prohibited. Outdoor activity including training, storage of any merchandise, materials, or equipment outside of the building shall be prohibited.

9. Signage. Signs shall be reviewed separately and are not part of the approval of this project. Prior to any sign installation, the Applicant shall apply for all applicable permits to the Community Development Department. All proposed signage shall be processed pursuant to AVMC 15.34 standards and/or any applicable master sign program affecting the property.

10.Aliso Viejo Park Place Owners Association. The Applicant shall obtain all applicable approvals from the Aliso Viejo Park Place Owners Association prior to the establishment of the business and prior to applying for building permits for the associated tenant improvements and signage.

11.Adverse Impacts. In the event of adverse impacts on the health, safety, welfare, or working environments of the neighborhood or general public, or receipt of substantiated complaints directly related to the Applicant’s operations, the Community Development Director shall investigate and, if significant adverse impacts directly related to the Applicant’s business are found to exist, the Director or Chief of Police shall have the discretion to bring this Permit back to consider additional improvements and protective measures, additional conditions, amended conditions, or permit revocation. Modifications may include, but not be limited to, restriction of operational hours and additional sound mitigation measures.

12.Compliance with Conditions. The Applicant shall be fully responsible for knowing and complying with all conditions of approval, including making conditions known to City staff for future governmental permits or actions on the project site. Failure to abide by and faithfully comply with any and all conditions attached to granting these permits may constitute grounds for revocation of the permit(s) in accordance with AVMC Section 15.74.120. This Resolution and Conditions of Approval shall be incorporated into building plans to all applicable reviewing agencies or authorities.

13.Compliance with City Codes. The approved project shall comply with all applicable provisions of the municipal code, including but not limited to provisions of building codes and any conditions imposed as part of the approval process.

14.Compliance with Building Codes. Tenant improvement plans shall be submitted for review, approved and permits issued, and shall comply with standards, regulations and requirements of current editions of the California Building Code, California Plumbing Code, California Mechanical Code, and California Electrical Code, including any local amendments adopted by the City of Aliso Viejo.

15.Indemnification. The Applicant shall indemnify, protect, defend, and hold the city, and/or any of its officials (appointed or elected), officers, employees, agents, departments, agencies, and instrumentalities thereof, harmless from any and all 134
60367.01460\34673878.3
claims, demands, lawsuits, writs of mandamus, and other actions and proceedings (whether legal, equitable, declaratory, administrative or adjudicatory in nature), and alternative dispute resolution procedures (including, but not limited to arbitrations, mediations, and other such procedures), judgments, orders, and decisions (collectively 'Actions'), brought against the city, and/or any of its officials, officers, employees, agents, departments, agencies, and instrumentalities thereof, that challenge, attack, or seek to modify, set aside, void, or annul, any action of, or any permit or approval issued by the city and/or any of its officials, officers, employees, agents, departments, agencies, and instrumentalities thereof (including actions approved by the voters of the city) for or concerning the project, whether such Actions are brought under the Ralph M. Brown Act, California Environmental Quality Act, Planning and Zoning Law, Subdivision Map Act, Community Redevelopment Law, Code of Civil Procedure Sections 1085 or 1094.5, or any other federal, state, or local constitution, statute, law, ordinance, charter, rule, regulation, or any decision of a court of competent jurisdiction. It is expressly agreed the city shall have the right to approve, which approval will not be unreasonably withheld, legal counsel providing the city's defense, and that Applicant shall reimburse city for any costs and expenses directly and necessarily incurred by the city in the course of the defense. The city shall promptly notify the Applicant of any action brought, and city shall cooperate with the Applicant in defense of the action.

16.Actions by City Council. Decisions by the city council are final and shall become effective immediately except as otherwise provided in the approving action and except for actions by ordinance.

17.Expiration. This approval shall expire and be of no further force or effect if:
a. Expiration of Period of Validity. The permit is not established within two years of the permit’s effective date, or such other time period designated by the permit approval, by state law, or by this code; or
b. Abandonment. After establishment, the use or activity for which the permit was approved is discontinued or abandoned for a period of one year.

18.Time Extensions. Upon application before expiration of the period of validity, the original decision-making authority may grant or conditionally grant an extension to the period of validity for up to one year per extension if it finds that such an extension is justified by the circumstances of the original findings for the project can still be made with, if necessary, the imposition of conditions not originally imposed on the project. The filing of an application for extension shall stay expiration of the permit until action is taken on the time extension by the decision- making authority. No more than two one-year extensions may be granted or conditionally granted.

19.Revocation. This approval may be revoked by the original decision-making authority pursuant to the provisions of AVMC 15.74.120. 135
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137
FS8 Studio – Pilates, Tone, Yoga
Project Descrip
on

FS8 is the ﬁtness studio of the future, seamlessly oﬀering a holis c approach to ﬁtness. They combine
Pilates, Tone, and Yoga for a unique and energizing full body workouts. There are studios in 6 countries worldwide and is a sister company of F45 Training who is also a tenant in the Aliso Viejo Town Center.

The FS8 exercises are developed in three dis
nct styles with an always growing list of 5000 Pilates, Tone, and Yoga movements which make up the daily classes. The par cipants use reformer machines, mats with
light equipment or body weight to complete the energizing workouts.

Classes are up to 45 minutes in dura
on and have up to 22 members per class.

There is one to two FS8 cer
ﬁed trainers per class, with one to two staﬀ members in the studio. Total staﬀ in the studio should not exceed four at any given
me.

The maximum number of staﬀ and members in the studio should be 26.

Approximately 80% of the members are female and 20% of the members are male. Typical age is 25-55.

No training is done outside of the set class
mes of 6:30 am to 7:30 pm per weekday and 8 am to 1 pm on weekends.

Weekday class
mes start as early as 6:30
am and have 15 minutes between classes un
l 7:30 pm.

Weekend class
mes are 8:00 am to 1:00 pm and have 15 minutes between classes.

Studio opera
on hours will be Monday to Friday 6:30 am to 7:30 pm and weekend hours 8 am to 1 pm.

There are no outside products being sold in the Retail Area, only FS8 apparel and accessories (t-shirts, hats, water bo;les). The Retail Area is approx. 9LF of display shelving and 20 SF of ﬂoor area.

We have address noise levels by including addi
onal acous
c wall furring for sound isola
on with acous
cal
drywall, ba; insula
on and a 1” air gap between furring & the exis
ng demising wall. See Detail 1 on Sheet
CUP-2 for furring at Training Area. There are no heavy weight machines or equipment that will make noise or transfer sound to the tenant below. Suite and studio doors will be closed during classes.

The sound system includes (4) speakers and (1) sub-woofer to be wall mounted and evenly spaced throughout the studio. Music is kept to a level that is comfortable for the class and not overpowering for the next-door tenant. We men
oned above about the wall soundprooﬁng included in the build-out to mi
gate sound traveling outside of the studio room. The studio doors will be closed during classes. There is a clause in our lease that noise levels must not disturb other tenants or we must remedy the situa on with
addi
onal soundprooﬁng.

138
Pilates, Yoga, and Fitness Studio
26711 Aliso Creek Road, Suite 200
USE-2025-00005
City Council
May 7, 2025
139
2 Surrounding Area
At Aliso Viejo Town
Center , Located
Above Buffalo Wild
Wings
140
3 FS8 Studio
Mon – Fri: 6:30 AM to 7:30 PM
Sat – Sun: 8:00 AM to 1:00 PM
45 min classes w/ up to 22
members per class
Acoustic materials with 1 inch
air gap along demising wall
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Staff Recommendation to City Council:

Adopt a Resolution approving a Conditional Use Permit
to establish a Pilates, yoga, and fitness studio at
26711 Aliso Creek Road, Suite 200 (USE-2025-00005).
4142
City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: So Kim, Community Development Director
SUBJECT: LOCAL RESPONSIBILITY AREA FIRE HAZARD SEVERITY ZONES MAP

ORDINANCE
Recommended Action:

Conduct a public hearing and introduce for first reading an Ordinance entitled: AN

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO DESIGNATING

MODERATE, HIGH, AND VERY HIGH FIRE HAZARD SEVERITY ZONES IN THE

LOCAL RESPONSIBILITY AREAS IN ACCORDANCE WITH GOVERNMENT CODE SECTION 51179.

Fiscal Impact:

None.

Background:

The Department of Forestry and Fire Protection Office of the State Fire Marshal (Cal Fire) is mandated by Government Code (“GC”) 51178 to identify levels of fire hazard based on consistent statewide criteria and the expected severity of fire hazards. GC 51179 requires Cal Fire to make recommendations of fire hazard severity zones (“FHSZ”) to local agencies for their designation and adoption by ordinance . The City must adopt these maps within 120 days of receiving recommendations by Cal Fire. On March 24, 2025, Cal Fire issued a letter and published new maps identifying Fire Hazard Severity Zones within Local Responsibility Areas (Attachment 2).

Discussion:

FHSZ maps were developed in response to significant destructive fires, highlighting the need to identify high-risk areas and implement strategies to mitigate wildfire risks. This led to legislative action, mandating the mapping of these zones across California, covering all State Responsibility Areas (SRA).
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The State Fire Marshal is mandated to classify lands within SRA into FHSZs. The FHSZ maps are developed using a hazard score based on the factors that influence fire likelihood and fire behavior. Factors include fire history, existing and potential fuel (natural vegetation), predicted flame length, blowing embers, terrain, and typical fire weather for the area. There are three levels of hazard in the State Responsibility Areas: moderate, high, and very high. “Hazard” is based on the physical conditions that create a likelihood and expected fire behavior over a 30 to 50-year period without considering mitigation measures such as home hardening, recent wildfire, or fuel reduction efforts.

Cal Fire mapped the SRAs, with the maps going into effect in April 2024. Since then, Cal Fire has been mapping Local Responsibility Areas (LRAs). The LRA maps for all areas within the state were released in phases, with the City of Aliso Viejo’s map released on March 24, 2025 as part of a larger area. This map has been posted on the City’s website immediately after receipt. Previously, the VHFHSZ identified a single hazard category that extended east of the entire western border. The LRA map now identifies a larger zone, separated into three hazard levels (very high, high, and moderate) compared to the previous single area (very high).

Environmental:

The proposed ordinance to adopt an updated map is not considered a "project" under the California Environmental Quality Act (CEQA). According to CEQA Guidelines Section 15378, a "project" is generally defined as an activity that may cause either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment.

The adoption of the updated map is a procedural action that does not involve any physical changes to the environment. It merely updates the boundaries and classifications of fire hazard zones based on new data and assessments. Therefore, this action does not meet the criteria for a "project" as defined by CEQA and is exempt from further environmental review.

Public Notice:

On April 24, 2025, a public notice was published in the Laguna Niguel News.

City Attorney:

The City Attorney reviewed the Staff Report and attached Ordinance.

Attachments:

1. Draft Ordinance

2. Local Responsibility Area Fire Hazard Severity Zones Map

3. Presentation
144

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ORDINANCE NO. 2025-___

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO

VIEJO, CALIFORNIA, DESIGNATING MODERATE, HIGH, AND VERY

HIGH FIRE HAZARD SEVERITY ZONES IN THE LOCAL

RESPONSIBILITY AREAS IN ACCORDANCE WITH GOVERNMENT
CODE SECTION 51179
WHEREAS, Government Code 51178 requires the Department of Forestry and Fire Protection Office of the State Fire Marshal (“Cal Fire”) to identify levels of fire hazard based on consistent statewide criteria and the expected severity of fire hazards; and WHEREAS, Government Code 51179 requires Cal Fire to make recommendations of fire hazard severity zones (“FHSZ”) to local agencies for their designation and adoption by ordinance; and
WHEREAS, on March 24, 2025, Cal Fire issued a letter and published new maps identifying Fire Hazard Severity Zones within Local Responsibility Areas. Government Code 51179 requires the City is required to adopt these maps within 120 days; and WHEREAS, on March 24, 2025, the Cal Fire map was made available on the City’s website; and
WHEREAS, on May 7, 2025, the City Council held a duly noticed public hearing and introduced the Ordinance; and
WHEREAS, on May 21, 2025, 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. The ordinance to adopt the updated map is not considered a "project" under the California Environmental Quality Act (CEQA). According to CEQA Guidelines Section 15378, a "project" is generally defined as an activity that may cause either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment. The adoption of the updated map is a procedural action that does not involve any physical changes to the environment. It merely updates the boundaries and classifications of fire hazard zones based on new data and 145

Page 2 of 3 ends

assessments. Therefore, this action does not meet the criteria for a "project" as defined by CEQA and is exempt from further environmental review.

Section 3. The City hereby designates the Fire Hazard Severity Zones as recommended by the California Department of Forestry and Fire Protection pursuant to Government Code Section 51178. The City’s Local Responsibility Area Fire Hazard Severity Map is hereby adopted and provided in Exhibit “A,” attached hereto and incorporated herein by reference. The official map is also located electronically on the following website: https://avcity.org/417/Fire-OCFA-information.

Section 4. Effective Date. This Ordinance takes effect 30 days following its adoption.

Section 5. Submittal to the State and Posting. The City Clerk shall submit a copy of this Ordinance to the Department of Housing and Community Development and the State Board of Forestry and Fire Protection within 30 days after adoption and take any necessary actions to post all notices required under Government Code 51179.

Section 6. 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 7. City Clerk’s Certification. The City Clerk shall certify to the adoption of this Ordinance and cause a summary thereof to be published 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.

PASSED, APPROVED AND ADOPTED this 21st day of May, 2025. __________________________
Tiffany Ackley
Mayor
APPROVED AS TO FORM: ATTEST:

___________________________ ___________________________ Scott C. Smith, City Attorney Janet Martinez, City Clerk 146

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STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF ALISO VIEJO )
I, Janet Martinez, City Clerk of the City of Aliso Viejo, California, DO HEREBY CERTIFY that the foregoing is the original of Ordinance No. 2025-__ duly passed and adopted by the City Council of the City of Aliso Viejo at their regular meeting held on the 21st day of May 2025, by the following roll call vote, to wit:

AYES:

NOES:

ABSENT:
___________________________

JANET MARTINEZ,

CITY CLERK
(SEAL)
I hereby certify that the foregoing is the original of Ordinance No. 2025-__ duly passed and adopted by the Aliso Viejo City Council at its regular meeting held May 21, 2025, and that the Summary of the Ordinance was published on ______ and ______ in the Laguna Niguel News.
___________________________

JANET MARTINEZ,

CITY CLERK
(SEAL)
147
City and County boundaries as of 10/22/24 (CA Board of Equalization) CAL FIRE State Responsibility Areas (SRA25_1)
CAL FIRE Fire Hazard Severity Zones (FHSZSRA23_3, FHSZLRA_25_1) Data Sources:

Daniel Berlant, State Fire Marshal, CA Department of Forestry and Fire Protection Joe Tyler, Director/Fire Chief, CA Department of Forestry and Fire Protection Wade Crowfoot, Secretary for Natural Resources, CA Natural Resources Agency Gavin Newsom, Governor, State of CaliforniaThe State of California and the Department of Forestry and Fire Pr
otection make no representations or warranties regarding the accuracy of data or maps. Neither the State nor the Department shall be liable under any circumstances for any direct, special, incidental, or consequential damages with respect to any claim by any user or third party on account of, or arising from, the use of data or maps. and other relevant factors including areas where winds
ha
ve been identified by the Office of the State Fire Marshal as a major cause of wildfire spread.
statewide criteria and based on the severity of fire hazard that is e
xpected to prevail in those areas. Moderate, high, and very high fire hazard severity zones shall be based on fuel loading, slope, fire weather, Government Code section 51178 requires the State Fire
Mar
shal to identify areas in the state as moderate, high,
and very high fire hazard severity zones based on consistent Waterbody
Unzoned LRA
Incorporated City
Projection: NAD 83 California Teale Albers
Scale: 1:3
1,000 at 11" x 17"
0 1 2Km
0 1Mi
Very High High Moderate
Very High High Moderate
Fire Hazard Severity Zones (FHSZ) in Local Responsibility Area (LRA), as Identified b
y the State Fire Marshal
Aliso Viejo
73 UNINCORPORATED
ORANGE CO.

UNINCORPORATED
ORANGE CO.

LAGUNA BEACH

LAGUNA HILLS

LAGUNA NIGUEL
LAGUNA

WOODS LAKE FOREST

MISSION VIEJO
March 24, 2025
As Identified by the
S
tate Fire Marshal
Local Responsibility Area
Fire Hazard Se
verity Zones
CITY OF ALISO VIEJO – ORANGE COUNTY
Fire Hazard Severity Zones in State Responsibility
Area (SRA), Ef
fective April 1, 2024
148
Local Responsibility Area
Fire Hazard Severity Zone
149
2 150
City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: So Kim, Community Development Director
Rose Rivera, Senior Planner
SUBJECT: ADOPTION OF THE FISCAL YEAR (FY) 2025-2026 ANNUAL ACTION

PLAN FOR EXPENDITURES OF COMMUNITY DEVELOPMENT BLOCK
GRANT (CDBG) FUNDS AND THE 2025-2029 ORANGE COUNTY

REGIONAL ASSESSMENT OF FAIR HOUSING
Recommended Actions:

1. Declare the City Council finds the FY 2025-2026 Annual Action Plan is not subject to the California Environmental Quality Act (“CEQA”) as the activity is not a project, as defined in Section 15378(b)(5) of the state CEQA Guidelines;

2. Approve and adopt the FY 2025-2026 Annual Action Plan (“Action Plan”) for the use of Community Development Block Grant (“CDBG”) funds, including the 2025-2029 Orange County Regional Assessment of Fair Housing (Attachment 1); and

Fiscal Impact:

HUD has not published Fiscal Year (“FY”) 2025-2026 CDBG allocations; however, the City of Aliso Viejo anticipates receiving $250,000 in CDBG funds for FY 2025-2026. An additional $74,209 in prior-year uncommitted funding is also available. Of the projected $324,209 CDBG funding, $50,000 is allocated for program administration. The City’s allocation for administration will be utilized to reimburse the City for Staff and consultant time spent implementing the CDBG program, plus HUD-required fair housing services.

Additionally, $37,500 is proposed for public services, and the remaining balance of $236,709 is proposed for Americans with Disabilities Act (“ADA”) improvements. 151

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Background:

The 2023-2027 Consolidated Plan, as approved by the City Council on April 19, 2023, established a multi-year strategy for using CDBG funds in the community. CDBG funding supports the development of viable urban communities by supporting projects and activities that create or enhance the availability of decent housing, suitable living environments, and expansion of economic opportunities, primarily for low- and moderate- income Aliso Viejo residents. The Annual Action Plan identifies specific projects and activities to be funded through CDBG for each year of the Consolidated Plan. The 2025- 2026 Annual Action Plan is an expenditure plan using the upcoming year’s CDBG allocation for activities outlined in the Consolidated Plan.

Discussion:

Due to the delay in approving the 2025 federal budget, to date, HUD has not published FY 2025-2026 CDBG allocations; however, for planning purposes, Community Development staff anticipates the City receiving $250,000 in CDBG funds for FY 2025- 2026 and $74,209 in prior-year uncommitted funds are also available for programming.

HUD guidance allows communities to plan the allocation of FY 2025-2026 using estimated CDBG funding. To this end, Staff will adjust the Council-adopted FY 2025-2026 Annual Action Plan allocations by a proportional percentage (i.e., a percent change) once HUD publishes CDBG allocations.

FY 2025-2026 Annual Action Plan
The FY 2025-2026 Annual Action Plan proposes to use CDBG funding toward three priorities: public facilities and improvements, public services, and program administration.

The Action Plan identifies the following activities for funding:
 Public Facilities and Improvements: $162,500
Funding is proposed for the installation of Accessible Pedestrian Signals (“APS”) at various intersections. The project will replace traditional push buttons with audible devices to assist visually impaired pedestrians to cross safely. Funding will also be used to replace non-ADA-compliant improvements at City Hall and the Aliso Viejo Ranch facility. These improvements include the installation of automatic doors, modifications to the public counter, and a City Hall meeting room to provide public accessibility that complies with current ADA regulations. An additional $74,209 in prior-year funds will be programmed for these projects for a total of $236,709.
 Public Services:

HUD regulations allow up to 15 percent of the City’s annual CDBG allocation for public services, i.e., social service programs, provided the majority of program beneficiaries are low and moderate-income households. Based on the anticipated 152

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FY 2025-2026 grant, $37,500 is available. Public service grants are only awarded to eligible organizations that apply for the funds. Staff received five applications requesting a total of $47,680, exceeding the available $37,500 by $10,180. Staff reviewed and evaluated each application and subsequently developed funding recommendations for the City Council’s consideration. Staff recommendations are shown below:
o Meals on Wheels: $7,355
Age Well Senior Services has requested CDBG funding to provide Meals on Wheels services to homebound Aliso Viejo seniors. Age Well will utilize CDBG funds to purchase raw food in support of its Aliso Viejo program operations. Age Well estimates that 50 Aliso Viejo seniors will benefit from the CDBG funds.
o Case Management and Supportive Services: $10,000
In recent years, the City has purchased three affordable housing units and leased them to Family Assistance Ministries (“FAM”) for use as supportive housing for homeless families with children. FAM will use CDBG public service funds to provide case management and support services for families residing in these affordable housing units. Additionally, FAM proposes to provide rent and utility assistance to families with children who may be at risk of becoming homeless. FAM proposes to assist 45 individuals with the CDBG funds.
o Empowering Readers: $5,500
For FY 2025-2026, a new program, the Parentis Foundation Empowering Reader, is proposed to provide literacy interventions for students aged six to eleven reading below grade level. The program will match students with trained older adult volunteers and will partner with the Boys and Girls Club of Capistrano Valley, where 99% of members are low-income. It is anticipated that 25 students will be assisted through CDBG resources. o Hunger and Homelessness Prevention: $9,820
South County Outreach (“SCO”) will provide rent and utility assistance to Aliso Viejo households impacted by a financial crisis that could result in an eviction or the termination of essential utility services (e.g., electricity, gas, telephone/internet services). Households must provide evidence of the pending eviction/termination of services to receive assistance. Financial assistance is provided directly to the landlord or utility company on behalf of the household. In addition to financial assistance, program beneficiaries will receive case management. SCO anticipates that 10 lower-income Aliso Viejo residents will benefit from the CDBG funds.
153

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o Aliso Viejo Street Outreach: $4,825
Stand Up for Kids is a first-time applicant for CDBG funds from the City of Aliso Viejo. Their program offers outreach and engagement services to homeless youth aged 18 to 24. Requested funds will support mentoring, housing navigation, and supportive services, with the goal of assisting eight youths.

Table 1 provides a summary of grant funding requests and recommendations.

Table 1: FY 2025-2026 CDBG Public Service Grant Recommendations Applicant Population to
Serve
Proposed #
to Serve
Requested
Amount
Grant
Recommendation
Age Well
Senior
Services
Seniors 50 $7,355 $7,355
Family
Assistance
Ministries
Homeless 45 $15,000 $10,000
Parentis
Foundation Youths 25 $5,500 $5,500
South
County
Outreach
Low/Moderate
Residents 10 $15,000 $9,820
Stand Up
For Kids Homeless 6 $4,825 $4,825
TOTAL $47,680 $37,500
 Administration: $50,000 (capped at 20% of FY 2025-2026 Grant) Administration costs related to implementing approved CDBG projects are an allowable reimbursable expense. The City’s allocation of administration funding will reimburse staff costs associated with program oversight and coordination, direct program costs, and CDBG program consulting services. Unspent administration funds will be carried forward to the next fiscal year to support non- administration activities.

In past years, HUD-required fair housing services were allocated as a public service. In an effort to maximize CDBG funds for direct services to Aliso Viejo residents, Staff is proposing to fund fair housing services as an administrative expense. Services include fair housing outreach, education, and enforcement services to reduce and eliminate impediments to accessing fair housing opportunities and affirm fair housing throughout the City. The Fair Housing Foundation (“FHF”) will provide services and proposes to assist 40 Aliso Viejo households with the CDBG funds ($3,785).
154

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Table 2 provides an overview of CDBG funding recommendations for FY 2025-2026.

Table 2: FY 20225-2026 CDBG Allocations
Anticipated Resources CDBG Funds
FY 25-26 CDBG Allocation (Estimate) $250,000
Prior-Year Funds $74,209
Total: $324,209
Proposed Expenditures
Public Service Grants $37,500
Capital Projects $236,709
Program Admin (Including Fair Housing) $50,000
Total: $324,209
Pending HUD's announcement of the FY 2025-2026 CDBG allocation, the draft FY 2025- 2026 Annual Action Plan indicates, and Staff recommends, a uniform percentage adjustment (increase or decrease) to the funding for the activities listed above based on the final grant.
2025-2029 ORANGE COUNTY REGIONAL ASSESSMENT OF FAIR HOUSING To meet federal requirements outlined in the Fair Housing Act of 1968, which prohibits housing discrimination and requires the City to affirmatively further fair housing, the City partnered with other Orange County cities and the County of Orange to create the county- wide 2025-2029 Regional Assessment of Fair Housing (OC-AFH). This collaborative effort involved an in-depth analysis of housing and community indicators, along with resident input, to identify impediments to fair housing choice within each jurisdiction.

Correspondingly, action steps tailored to address each jurisdiction's specific fair housing barriers were developed. State law also mandates the City to implement measures that affirmatively further fair housing, a strategy detailed in the City’s Housing Element. A summary of the 2025-2029 Orange County Assessment of Fair Housing and Aliso Viejo’s Fair Housing Action Plan is provided as Attachment A to the Annual Action Plan, and the full OC-AFH is available on the City’s website (avcity.org/388/Community-Development- Block-Grant-CDBG-P).

Environmental:

The proposed action is not a project as defined by the California Environmental Quality Act (“CEQA”) pursuant to State CEQA Guidelines Section 15378(b)(5). The action is an administrative activity of the City that involves a report to a federal agency on the potential use of CDBG funds. The report itself does not authorize any development or changes to land use; thus, the project would not result in any direct or indirect changes to the environment. Consequently, this action is not classified as a project under CEQA. 155

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Public Notice:

Consistent with HUD and local requirements to provide a 30-day public review period, a 1/8-page public hearing notice was published in the Laguna Niguel Newson April 3, 2025.

The City’s draft Action Plan was posted on the City website and was available to the public at City Hall and the Aliso Viejo Public Library.

Attachments:

1. FY 2025-2026 CDBG Annual Action Plan

2. Presentation
156

CITY OF

ALISO VIEJO

Draft March 21, 2025
2025-2026
Annual
Action Plan

157

Annual Action Plan
2025
i
OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25

CONTENTS
Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) ................................ ................................ ..... 1 PR-05 Lead & Responsible Agencies – 91.200(b) ................................ ................................ .................. 3 AP-10 Consultation – 91.100, 91.200(b), 91.215(l) ................................ ................................ ............... 4 AP-12 Participation – 91.105, 91.200(c) ................................ ................................ ............................. 12 Expected Resources
AP-15 Expected Resources – 91.220(c)(1,2) ................................ ................................ ....................... 14 Annual Goals and Objectives ................................ ................................ ................................ ................. 17 AP-35 Projects – 91.220(d)................................ ................................ ................................ ................. 19 AP-38 Project Summary ................................ ................................ ................................ ..................... 20 AP-50 Geographic Distribution – 91.220(f) ................................ ................................ ......................... 25 Affordable Housing
AP-55 Affordable Housing – 91.220(g) ................................ ................................ ............................... 26 AP-60 Public Housing – 91.220(h) ................................ ................................ ................................ ...... 27 AP-65 Homeless and Other Special Needs Activities – 91.220(i) ................................ ......................... 28 AP-75 Barriers to affordable housing – 91.220(j) ................................ ................................ ................ 31 AP-85 Other Actions – 91.220(k) ................................ ................................ ................................ ........ 32 Program Specific Requirements ................................ ................................ ................................ ............. 34

Appendices
Appendix 1: Summary of Past Performance
Appendix 2: Public Notice and Summary of Public Comments Appendix 3: List of CDBG Eligible Census Tract/Block Groups Attachment
Attachment A: 2025-2029 Orange County Regional Assessment of Fair Housing (Executive Summary & Aliso Viejo Action Plan)
SF-424 and Certifications
158

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2025
1 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)

1. Introduction
The 2025-2026 Annual Action Plan for the City of Aliso Viejo satisfies the requirements for receiving Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development (HUD). The primary objective of the CDBG program is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income.

Regulations governing the CDBG program require that each activity undertaken with CDBG funds must meet one of the three national objectives:
• Benefit low- and moderate-income persons,
• Aid in the prevention or elimination of slums and blight or • Meet a community development need having a particular urgency (i.e., federally declared disaster)
As a recipient of CDBG funds, the City is required to prepare a five-year strategic plan that identifies housing and community needs, prioritizes these needs, and develops a strategic plan to address the priority needs. This document is called the Consolidated Plan. The City’s current Consolidated Plan covers the fiscal years of 2023-2024 to 2027-2028. On an annual basis, the City prepares an expenditure plan that identifies the specific activities it will undertake with its annual CDBG allocation to meet the priority needs identified in the Consolidated Plan. Fiscal Year 2025-2026 (FY 25-26) is the third year of the current Consolidated Plan cycle.

Due to the delay in approving the 2025 federal budget, HUD has not yet notified the City of the amount it will receive in CDBG for FY 25-26. For planning purposes, the City anticipates receiving $250,000 in CDBG funding for FY 25-26. An additional $74,209 in prior-year funds will also be available for programming during FY 25-26.

2. Summarize the objectives and outcomes identified in the Plan The City’s Consolidated Plan identifies activities to be carried out with CDBG funding over five years and identifies five-year goals and outcomes. A summary of these goals and outcomes is listed below:
• Public Infrastructure and Facility Improvements: Approximately 5,000 City residents may benefit from the installation or rehabilitation of CDBG-funded public infrastructure improvements. • Housing Preservation: An estimated ten 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. 159

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2025
2 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 • Public Services: 450 individuals assisted with safety net social services. • Program Administration: The City will provide resources to ensure oversight and coordination of the CDBG program, as well as support for fair housing services.

3. Evaluation of past performance
Fiscal Year 2024-2025 is the second year of the City’s current Consolidated Plan cycle and is not complete. Appendix 1 summarizes accomplishments for FY 23-24 – the first year of the current Consolidated Plan cycle.

4. Summary of Citizen Participation Process and Consultation Process Consistent with the City’s Citizen Participation Plan, residents, local and regional organizations, and other stakeholders were encouraged to participate in the preparation of the City’s 2025-2026 Annual Action Plan. The City implemented the following measures to obtain public input:
• Public service provider meeting – December 4, 2024, to obtain input from local providers regarding residents' social service needs.
• A 2025-2026 Action Plan draft was available for a 30-day public comment period from April 7 to May 6, 2025.
• The City Council adopted the Annual Action Plan after considering public comments received during a public hearing on May 7, 2025.
• Regional meetings will be held to gather public input on the 2025-2029 Orange County Regional Assessment of Fair Housing (see Attachment A).

5. Summary of public comments
See Appendix 2.

6. Summary of comments or views not accepted and the reasons for not accepting them See Appendix 2.

7. Summary
The Consolidated Plan is a strategic plan that utilizes data and public input to determine priority housing and community needs. The Action Plan is a component of the Consolidated Plan that acts as the annual expenditure plan for using CDBG funds to address identified priority needs. To address priority needs, Aliso Viejo will utilize $324,209 in CDBG funds during FY 25-26 to carry out several CDBG-eligible activities, including public services, public facility improvements, and program administration.

160

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3 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 PR-05 Lead & Responsible Agencies – 91.200(b)

1. Agency/entity responsible for preparing/administering the Consolidated Plan Describe the agency/entity responsible for preparing the Consolidated Plan and those responsible for the administration of each grant program and funding source.

Table 1 – Responsible Agencies
Agency Role Name Department/Agency
CDBG Administrator ALISO VIEJO Planning Services

Narrative (optional)
The City’s Planning Services Department is primarily responsible for preparing the Consolidated Plan, Annual Action Plan, performance reports, and the general administration of CDBG funds
Consolidated Plan Public Contact Information
Ms. Rose Rivera, Senior Planner
Phone: (949) 425-2528 / [email protected]

161

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4 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 AP-10 Consultation – 91.100, 91.200(b), 91.215(l)

1. Introduction
The consolidated planning process (i.e., the Annual Action Plan process) requires the City to contact and consult with other public and private agencies when developing the plan. The plan must include a summary of the consultation process, including identifying the agencies that participated in the process.

Below is a summary of the City’s efforts to coordinate interaction with other public and private agencies.

Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health, and service agencies (91.215(l))
The City of Aliso Viejo works closely with the Orange County Housing Authority (OCHA), which assists renter households with HUD-funded housing assistance vouchers and certificates. As housing development opportunities evolve, City staff collaborate with developers to explore opportunities for constructing affordable housing for lower-income residents. It is important to note that Aliso Viejo is a master-planned community and is built out. Limited opportunities exist for developing new housing units; however, the City encourages the development of affordable housing opportunities whenever possible. There is no plan to develop additional affordable housing units during FY 25-26.

Additionally, through the annual City-funded Community Assistance grants allocation process, City staff can ascertain the services Aliso Viejo residents need (e.g., senior and youth services) and develop partnerships with local agencies to deliver quality services.

Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness.

The Orange County Continuum of Care (OC-CoC) serves as the regional coordinator for the delivery of homeless housing and support services. The OC-CoC is also responsible for conducting the biennial Point-in-Time Survey of the county’s homeless population. The 2024 PITS is the most recent homeless count, which identified six unsheltered and five sheltered homeless individuals in the City.

The City will continue to foster relationships with local service providers to address the needs of its homeless residents and those at risk of becoming homeless. The City will also continue to support OC- CoC efforts to address regional homeless issues. During FY 25-26, the City will allocate CDBG funds to support housing and services for homeless families. Additionally, the City may allocate General Funds or state funds to a regional homeless service provider to address the needs of special needs populations.

Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate 162

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5 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 outcomes of projects and activities assisted by ESG funds, and develop funding, policies, and procedures for the operation and administration of HMIS Aliso Viejo does not receive Emergency Solutions Grant (ESG) funds; therefore, it does not contribute to the OC-CoC's determination of ESG allocations, evaluation of grant outcomes, or development of policies and procedures for the regional administration of the Homeless Management Information System (HMIS).

2. Describe Agencies, groups, organizations, and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies, and other entities
163

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6 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Table 2 – Agencies, Groups, Organizations Who Participated 1 Agency/Group/Organization Fair Housing Foundation
Agency/Group/Organization Type Service-Fair Housing
What section of the Plan was addressed by
Consultation?
Impediments to Fair Housing Strategy
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The agency provided data and information that helped identify the needs of households requiring fair housing services and provided input regarding the City's strategy to address impediments to fair housing and to affirm fair housing in the community
2 Agency/Group/Organization 211 Orange County
Agency/Group/Organization Type Services-homeless
Regional organization
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homeless Management Information System (HMIS)
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Regional Continuum of Care coordinator and HMIS administrator – also provided information regarding regional and City homeless populations and shelter resources 3 Agency/Group/Organization Orange County Housing Authority Agency/Group/Organization Type Public Housing Authority 164

Annual Action Plan
2025
7 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 What section of the Plan was addressed by
Consultation?
Housing Need Assessment
Homelessness Strategy
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided information regarding the number and type of households receiving rental assistance and the number of households requesting housing assistance 4 Agency/Group/Organization City of Aliso Viejo
Agency/Group/Organization Type Other government - Local What section of the Plan was addressed by
Consultation?
Housing Need Assessment
Homelessness Strategy
Non-Homeless Special Needs
Economic Development
Market Analysis
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Various City departments and the City Council provided community-based data and information and also played a crucial role in identifying priorities and the allocation of CDBG funds
5 Agency/Group/Organization Family Assistance Ministries Agency/Group/Organization Type Services-Homeless
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Families with children
Anti-poverty Strategy
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8 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Helped identify the housing and service needs of persons at risk of becoming homeless and those already homeless
6 Agency/Group/Organization Parentis Foundation
Agency/Group/Organization Type Services-Youth
What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The agency helped identify the needs of lower-income youths 7 Agency/Group/Organization Age Well Senior Services
Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The agency helped identify the needs of senior and frail elderly persons and households
8 Agency/Group/Organization South County Outreach
Agency/Group/Organization Type Services-Homeless
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9 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Families with children
Anti-poverty Strategy
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Helped identify the housing and service needs of persons at risk of becoming homeless and those already homeless
9 Agency/Group/Organization Stand Up For Kids
Agency/Group/Organization Type Services-Homeless
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Youth
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Helped identify the housing and service needs of youths aged 12 to 24 at risk of becoming homeless and those already homeless

Identify any Agency Types not consulted and provide the rationale for not consulting The City had an open consultation process; no agency was prevented from participating.

Local government consultation with broadband internet service providers engaged in narrowing the digital divide: The City of Aliso Viejo consulted with BroadbandNow, a web-based organization dedicated to providing information regarding internet service. BroadbandNow’s has created a database of internet providers, detailing the availability and cost of their services. BroadbandNow reports that as of January 2025, 100% of Aliso Viejo residents have access to residential broadband service. Cox Communications provides cable and fiber broadband to 97.9% of Aliso Viejo properties. AT&T provides IPBB (a hybrid of fiber-copper wire technology), fiber, and 5G broadband to 88.7% of properties. Other 5G and satellite options are also available.
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10 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Most broadband service providers in Orange County participated in the Affordable Connectivity Program (ACP); however, as of February 2024, program funds have been exhausted. The ACP provided eligible households with a $30 discount on monthly broadband internet service. Without the reauthorization of the program, most broadband service providers have offered reduced-cost service to qualified low-income households.

Cox offers Internet service to qualified households for $9.95 per month. AT&T’s Access program provides basic broadband internet service for low-income families for $30 per month.

Consultation with agencies primarily responsible for managing flood-prone areas, public lands, or water resources, and emergency management agencies: The City has prepared a Local Hazard Mitigation Plan (LHMP). The LHMP provides information to elected officials, public safety officials, City staff, and members of the public to help them understand the threats posed by natural and human-caused hazards in the community. The plan recommends specific proactive measures to mitigate the threat of disasters before they occur. The LHMP also assesses several potential natural hazards and how climate change affects the severity of these hazards on the community and its residents. Hazards assessed include:
• Wildland and urban fires
• Severe weather
• Landslides
• Flooding
The LHMP assesses these threats and Aliso Viejo’s vulnerabilities to future disasters. To undertake these threat assessments, staff consulted with various agencies, including the Orange County Fire Authority, Orange County Flood Control District, and the Orange County Sheriff's Department. Resident input was also solicited.

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11 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Other local/regional/state/federal planning efforts considered when preparing the Plan Table 3 – Other Local/Regional/Federal Planning Efforts Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan?
Continuum of Care Orange County 211 Assisted the City in analyzing the needs of Aliso Viejo's homeless population. Includes
regional 2024 Point-In-Time Survey and
regional Plan to End Homelessness
City of Aliso Viejo Housing Element City of Aliso Viejo Provided housing priorities and program goals
City of Aliso Viejo 5 Year Strategic Plan City of Aliso Viejo A multi-year capital improvement plan helped identify priority capital projects that
may be CDBG-eligible
5-Yr. & 1-Yr. PHA Plan Orange County Housing Authority Identified OCHA resources to address the housing needs of lower-income renter
householders in the City
Orange County Regional Assessment of Fair
Housing
Orange County and Orange County cities A countywide document identifies impediments to fair housing within
participating cities and outlines a plan to
affirm fair housing
City of Aliso Viejo Local Hazard Mitigation
Plan
City of Aliso Viejo Addresses natural conditions and human activities that can potentially threaten public
health and safety

Narrative (optional)
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12 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 AP-12 Participation – 91.105, 91.200(c)

1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize the citizen participation process and how it impacted goal-setting The City implemented the following efforts to obtain public input during the preparation of the Action Plan:

Public Meetings: In partnership with other Orange County cities, a series of in-person and online community meetings were held throughout the County to provide residents with an opportunity to discuss fair housing issues and ways to advance fair housing opportunities for all county residents. (See Attachment A.) On December 4, 2024, Aliso Viejo, along with four other South County CDBG grantees, hosted a meeting for social service providers. Twenty-three individuals representing 12 agencies attended the meeting.

Notices/Website: The City published notices in a local newspaper of general circulation (Laguna Niguel News) and posted the draft Action Plan and 2025-2029 Orange County Regional Assessment of Fair Housing (OC-AFH) on its website for public review and comment. A copy was also available at City Hall and the library during the required 30-day public comment period (see Appendix 2).

Public Hearings: Consistent with HUD’s regulations, the City Council held a public hearing at a regularly noticed and scheduled meeting on May 7, 2025, to obtain public input regarding the draft Annual Action Plan and the OC-AFH and to authorize staff to submit the document to HUD.

Appendix 2 includes a summary of public comments.
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13 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Citizen Participation Outreach
Table 4 – Citizen Participation Outreach
Sort Order Mode of
Outreach
Target of Outreach Summary of
response/attendance
Summary of
comments received
Summary of
comments not
accepted and
reasons
URL (If applicable)
1 Public
Meeting
Social Service
Providers
The City conducted a
public workshop on
12/4/24 to obtain
information
regarding community
service needs from
local service
providers. 23
individuals
representing 12
organizations
attended
Meeting comments
centered on local
service needs and
the CDBG public
service grant
application process
All comments were
accepted
NA
2 Public
Meeting
Non-targeted/
broad community
Countywide public
input meetings
regarding the 2025-
2029 OC-AFH
A summary of the
comments received
is found in
Attachment A
See Attachment A No longer
available
3 Newspaper
Ad
Non-
targeted/broad
community
30-day public
comment period and
public hearing notice
See Appendix 2 See Appendix 2 Not Applicable
4 Public
Hearing
Non-
targeted/broad
community
5/7/25: Public
hearing to approve
the 2025-2026 Action
Plan and to authorize
submission of the
Action Plan to HUD
See Appendix 2 See Appendix 2 Not Applicable

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14 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Expected Resources
AP-15 Expected Resources – 91.220(c)(1,2)
Introduction
Due to the delay in approving the 2025 federal budget, HUD has yet to notify the City of the amount of CDBG funding it will receive for FY 25-26.

The City anticipates receiving $250,000 in CDBG funding for FY 25-26. An additional $74,209 in uncommitted funds from the prior years are also available for programming during the fiscal year.

In addition to CDBG funding, housing voucher/certificate resources (via OCHA), local and state Permanent Local Housing Allocation (PLHA) will be available to carry out activities that support the goals of the City’s Consolidated Plan. Past housing development activity generated significant In-lieu Affordable Housing Fee resources; however, this resource has been exhausted.

Anticipated Resources
Table 5 - Expected Resources – Priority Table
Program Source
of
Funds
Uses of Funds Expected Amount Available Year 3 Expected Amount
Available
Remainder
of ConPlan
$
Narrative Description
Annual
Allocation:
$
Program
Income: $
Prior Year
Resources:
$
Total:
$
CDBG public
-
federal
Acquisition
Admin and
Planning
Economic
Development
Housing
Public
Improvements
Public Services $250,000 $0 $74,209 $324,209 $500,000
Annual CDBG allocation
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15 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25

Explain how federal funds will leverage those additional resources (private, state, and local funds), including a description of how matching requirements will be satisfied
The City has identified other resources that will be available to carry out activities that address the goals of the Consolidated Plan:
• OCHA reports that as of January 2025, 153 households in Aliso Viejo have received rental assistance. The City anticipates that 150 households will be assisted during FY 25-26.
• The City will consider using General Funds and State PLHA funds to support housing and support services for Aliso Viejo residents, including special needs populations, such as victims of domestic violence. • Prior condominium conversions and new housing development activities have generated affordable housing resources. These activities generated approximately $2.5 million in Affordable Housing In-lieu fees. These funds have been used to develop affordable housing or preserve existing housing affordability. The City currently does not have any In-lieu fees.

CDBG does not require matching funds.

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16 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan Aliso Viejo is a fully developed city with limited vacant land designated for future development. The City’s Housing Element identifies vacant and underutilized sites suitable for housing development. The Element identifies eight sites with zoning that permits up to 1,920 units, 54% of which could be designated for very low- and low-income households.

Discussion
The City anticipates receiving $250,000 in CDBG funds from HUD for FY 25-26; $74,209 in prior-year uncommitted funds are also available for programming during the year. The City will continue to support OCHA’s efforts to secure new rental assistance resources and social service programs serving City residents with local and PLHA funds. As outlined above, an inventory of vacant and underutilized land suitable for housing development has been prepared; however, no projects are slated for construction during FY 25-26.

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17 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Annual Goals and Objectives
AP-20 Annual Goals and Objectives
Goals Summary Information
Table 6 – Goals Summary
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs
Addressed
Funding Goal Outcome Indicator
1 Infrastructure
and Facility
Improvements
2025 2026 Non-Housing
Community
Development
Citywide Public
Improvements
CDBG:
$236,709
Public Facility or Infrastructure
Activities other than
Low/Moderate Income Housing
Benefit: TBD
2 Homeless
Continuum of
Care
2025 2026 Homeless Citywide Homeless
Support
Services and
Housing
CDBG:
$24,645
Public service activities other
than Low/Moderate Income
Housing Benefit:
46 Persons Assisted

Homelessness Prevention:
15 Persons Assisted
3 Public Social
Services
2025 2026 Non-Homeless
Special Needs
Citywide Public Services CDBG:
$12,855
Public service activities other
than Low/Moderate Income
Housing Benefit:
75 Persons Assisted
4 Program
Administration
2025 2026 Administration Citywide Administration
and Planning
CDBG:
$50,000
Other:
40 Other

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18 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Goal Descriptions
1 Goal Name Infrastructure and Facility Improvements
Goal
Description
Provide or improve public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
2 Goal Name Homeless Continuum of Care
Goal
Description
Provide a continuum of housing and supportive services for the homeless and the near-homeless 3 Goal Name Public Social Services
Goal
Description
Provide a safety net of public social services for low- and moderate-income persons and persons with special needs 4 Goal Name Program Administration
Goal
Description
Provide for administration and planning activities to carry out actions that address needs identified in the Consolidated, including services to address impediments to fair housing and to affirm fair housing

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19 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Projects
AP-35 Projects – 91.220(d)
Introduction
CDBG funds have been allocated for the following activities for FY 25-26. Due to the delay in approving the federal 2025 budget, the City Council approved the FY 25-26 Action Plan with a provision that CDBG funding for activities will be increased or decreased by a percentage based on the final FY 25-26 CDBG grant.

Projects
Table 7 - Project Information
# Project Name
1 ADA Improvements
2 Age Well
3 Fair Housing
4 Family Assistance Ministries
5 Parentis Foundation
6 Stand Up For Kids
7 South County Outreach
8 CDBG Administration

Describe the reasons for allocation priorities and any obstacles to addressing underserved needs
The City recognizes that special needs populations (i.e., seniors, disabled, and households with extremely low-income) are more likely to become homeless because they have limited income or other issues that require supportive housing or services; therefore, the City considers supportive services a high priority.

The City anticipates that the greatest obstacle to meeting the needs of these underserved populations is a lack of financial resources for both supportive services and housing. A common need reported in the Consolidated Plan and by service providers is affordable housing. Rising housing costs and limited funding pose a challenge to the City's capacity to support affordable housing initiatives.

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20 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 AP-38 Project Summary
Project Summary Information
1 Project Name ADA Improvements
Target Area Citywide
Goals Supported Public Improvements and Public Facilities Needs Addressed Non-Housing Community Development
Funding CDBG: $236,709
Description Installation of Accessible Pedestrian Signal (APS) to comply with current ADA regulations Target Date 6/30/2027
Estimate the number and type of
families that will benefit from the
proposed activities
TBD
Location Description TBD
Planned Activities Installation of automatic doors at City Hall and the Ranch (Education/Events Center) and other City Hall ADA improvements, including modifications to the public counter and a City Hall meeting room to provide public accessibility that complies with current ADA regulations 2 Project Name Age Well Senior Services
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $7,355
Description Services for seniors
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21 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
50 seniors
Location Description Citywide
Planned Activities Meals on Wheels for homebound seniors 3 Project Name Fair Housing Foundation
Target Area Citywide
Goals Supported Program Administration
Needs Addressed Administration
Funding CDBG: $3,785
Description Fair housing services
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
120 Individuals (40 households)
Location Description Citywide
Planned Activities Fair housing outreach, education, and enforcement services to affirm fair housing in the community 4 Project Name Family Assistance Ministries
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
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22 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Funding CDBG: $10,000
Description Transitional housing and support services
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
45 individuals (5 with rent/utility assistance and 40 with case management and support services) Location Description Citywide
Planned Activities Case management and support services for families with children residing in transitional housing, and case management and direct client aid (emergency rent and utility assistance to prevent eviction or termination of utility services)
5 Project Name Parentis Foundation
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $5,500
Description Services for youths
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
25 youths
Location Description Citywide
Planned Activities Intensive one-on-one reading support for students who do not read at grade level - tutoring is provided by trained older adult volunteers for an entire school year 180

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23 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 6 Project Name Stand Up For Kids
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $4,825
Description Homeless outreach services for teens and young adults Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
6 individuals
Location Description Citywide
Planned Activities Outreach and engagement services for homeless youths aged 12 to 24 7 Project Name South County Outreach
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $9,820
Description Homelessness prevention assistance
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
10 low- and moderate-income persons
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24 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Location Description 7 Whatney St. B, Irvine, CA
Planned Activities Case management and direct client aide (emergency rent and utility assistance to prevent eviction or termination of utility services)
8 Project Name CDBG Program Administration
Target Area Citywide
Goals Supported Program Administration
Needs Addressed Administration
Funding CDBG: $46,215
Description CDBG program oversight and coordination
Target Date 6/30/2026
Estimate the number and type of
families that will benefit from the
proposed activities
Not applicable
Location Description City Hall: 12 Journey, Suite 100, Aliso Viejo, CA Planned Activities CDBG program administration, including preparation of required applications and reports

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25 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed For FY 25-26, CDBG funds will support citywide activities for income-eligible or eligible households with a unique characteristic (e.g., seniors), regardless of their location within Aliso Viejo. No “area-wide” activities are planned. There are specific areas of the City (i.e., Block Groups) where a significant percentage of residents meet HUD’s program income limits. A list of the City’s CDBG Target Areas is provided in Appendix 3 - CDBG Eligible Census Tract Block Groups).

Geographic Distribution
Table 8 - Geographic Distribution
Target Area Percentage of Funds
CDBG census tracts 0
Citywide 100

Rationale for the priorities for allocating investments geographically The City’s primary intent is to serve lower-income households regardless of where they live in the City; therefore, CDBG funding is primarily distributed on a citywide basis.

Discussion
As indicated above, CDBG funds will be allocated to citywide programs serving eligible residents of Aliso Viejo.
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26 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Affordable Housing
AP-55 Affordable Housing – 91.220(g)
Introduction
For FY 25-26, the City will not utilize CDBG resources to fund housing activities; this may change in future years as the City develops its CDBG-funded housing program throughout the Consolidated Plan cycle.

Table 9 - One-Year Goals for Affordable Housing by Support Requirement One-Year Goals for the Number of Households to be Supported Homeless 0
Non-Homeless 0
Special-Needs 0
Total 0

Table 10 - One-Year Goals for Affordable Housing by Support Type One-Year Goals for the Number of Households Supported Through Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 0
Acquisition of Existing Units 0
Total 0

Discussion
For FY 25-26, the City will not use CDBG funds for housing activities; however, it will continue to support local service providers with CDBG and state funds for homelessness prevention, transitional housing, and supportive services. The City will also continue to support OCHA’s implementation of the federal rental assistance voucher and certificate program. An estimated 150 households in Aliso Viejo are expected to benefit from this program in FY 2025-26.

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27 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 AP-60 Public Housing – 91.220(h)
Introduction
The City does not own or manage public housing.

Actions planned during the next year to address the needs to public housing Not applicable.

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

If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance
Not applicable.

Discussion
The City does not own or manage public housing.

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28 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction
As outlined in the Consolidated Plan, the City’s homeless strategy emphasizes preventing homelessness.

HUD’s Strategies for Preventing Homelessness states, “Homelessness prevention is an essential element of any effort to end homelessness either locally or nationwide.” This HUD strategy also indicates it is less expensive and disruptive to keep a household housed in place. Accordingly, during FY 25-26, the City will utilize CDBG, local, and state PLHA funds to support safety net services for lower-income households.

These services include outreach, counseling, rent and utility assistance, and supportive services. These safety net programs can help households maintain their current housing situation and prevent them from becoming homeless.

Describe the jurisdiction's one-year goals and actions for reducing and ending homelessness, including:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City supports several regional service providers that assist Aliso Viejo residents at risk of homelessness and those who are currently homeless. These agencies have established outreach programs that engage the homeless and assess their housing and service needs. Local service providers are tied into the regional Coordinated Entry System established by the OC-CoC, which considers the vulnerability of homeless individuals and prioritizes access to housing and services for those most at risk.

This need-assessment system is designed to “facilitate exits from homelessness to stable housing in the most rapid manner given available resources.”
The Orange County Sheriff’s Department Homeless Liaison Officer is also essential to the City’s homeless strategy. The Liaison Officer collaborates with City staff and local service providers to connect homeless families and individuals to housing and essential supportive services. This program is PLHA-funded.

Addressing the emergency shelter and transitional housing needs of homeless persons As the Consolidated Plan indicates, no emergency shelters are located in the City; however, the City supports several homeless shelter providers operating in neighboring communities. In recent years, the City has purchased three condominiums, which are leased to Family Assistance Ministries (FAM) to provide transitional housing for families with children. In FY 25-26, the City will allocate CDBG funds to FAM to provide case management and supportive services to residents of transitional housing.

As previously discussed, the City may utilize General Funds to support Laura’s House, which provides supportive housing and services to victims of domestic violence. FAM also offers a continuum of housing, including emergency and transitional housing for families with children. 186

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29 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
Pursuant to current HUD directives, the OC-CoC has established a coordinated entry system whereby a homeless individual or family seeking shelter and services is directed to a streamlined system that facilitates access to appropriate housing and services. The system screens applicants for eligibility for various services, including homelessness prevention, emergency shelter, rapid rehousing, permanent supportive housing, and other interventions. The needs and strengths of each household are assessed to determine which interventions will be most effective and appropriate while prioritizing people for assistance based on the severity of their needs. Homeless service providers currently supported by the City will play a critical role in housing and servicing the City’s homeless population through the coordinated entry system.

For FY 25-26, the City will allocate CDBG funds to FAM and South County Outreach, which will provide case management and supportive services to homeless or at-risk individuals and families. Support services include housing navigation assistance and budget management skills. These coordinated services aim to help individuals and families find affordable housing and maintain a household budget prioritizing housing security.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs.

As previously stated, the City's homeless strategy is based on the proposition that it is less expensive and disruptive for a household to remain housed in their existing home than to be rehoused. To this end, the City will utilize CDBG (and other public) resources to support agencies that provide various safety net services, helping to prevent households from becoming homeless. Examples of safety net services include food banks and rent/utility assistance programs, such as those currently offered to Aliso Viejo residents by FAM and South County Outreach. A portion of CDBG funds allocated to FAM and South County Outreach will provide rent and utility assistance to households at risk of eviction.

Discussion
The City’s homeless strategy is to prevent homelessness and support local service providers’ efforts to assist regional and local homeless populations. For FY 25-26, CDBG, local funds, and state PLHA funds 187

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30 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 will be utilized for homeless services. Services to be funded include homelessness prevention, case management, and supportive services.
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31 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 AP-75 Barriers to affordable housing – 91.220(j)
Introduction:

Barriers to affordable housing and actions to overcome these obstacles are outlined in the City’s Housing Element and summarized in the Consolidated Plan.

Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing, such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment
The Housing Element outlines several actions that the City will take to alleviate some of the barriers impacting affordable housing development.
• The City’s Zoning Code contains regulations and procedures for approving density bonuses and additional incentives for affordable or senior housing. • The Zoning Code includes regulations and procedures for approving accessory residential units (ADUs) and junior accessory dwelling units consistent with current State law. • The City will consider modifying parking and landscape requirements for qualified projects such as affordable or senior housing development.
• The City’s General Plan identified several Community Benefit Overlay (CBO) areas where alternative development standards could be applied to maximize development opportunities. • 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 people with disabilities.

For example, a waiver of setback requirements can be provided to ensure that a paved path of travel is available to residents with mobility impairments. • The City has adopted a Green Building Program that offers incentives, such as expedited processing or fee waivers, to project proponents who 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.

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

Discussion:

The City’s Housing Element outlines a comprehensive plan to address barriers to affordable housing - the Consolidated Plan mirrors this plan. While incentives are available to developers and property owners, no housing projects slated for construction during FY 25-26 are likely to take advantage of these incentives.
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Annual Action Plan
2025
32 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 AP-85 Other Actions – 91.220(k)
Introduction:

Below are the actions the City will implement during FY 25-26 to address the sub-strategies of the Consolidated Plan.

Actions planned to address obstacles to meeting underserved needs During FY 25-26, the City will encourage and support OCHA’s efforts to obtain additional rental assistance funding, especially for senior and low-income households. CDBG-funded public facility improvements to be undertaken during the year will provide individuals with disabilities and mobility limitations with barrier-free access to public facilities. Public services will address the needs of seniors and lower-income households at risk of homelessness or who are homeless. Fair housing services will help ensure that households have access to safe and decent housing that they desire and can afford, without regard to their race, color, religion, sex, sexual orientation, national origin, familial status, marital status, disability, age, or other characteristics protected by law.

Actions planned to foster and maintain affordable housing As previously outlined, the City will not utilize CDBG funds to support housing activities during FY 25-26; however, the City will continue to support OCHA’s administration of HUD’s voucher and certificate rental assistance program. Additionally, the City will monitor properties and housing units subject to covenants to ensure their continued affordability and compliance.

Actions planned to reduce lead-based paint hazards
Most of the City’s housing stock was constructed after 1980; nonetheless, the City will continue to provide community residents with information regarding the health impacts of lead-based hazards, particularly for young children.

Actions planned to reduce the number of poverty-level families According to the U.S. Census Bureau (2019-2023 American Community Survey), approximately 5.2% of the City’s population lives at or below the poverty level, including 4.8% of children under 18 and 9.8% of seniors (aged 65 and older). The City will support several activities that aim to reduce the number of households living in poverty:
• OCHA administers rental assistance programs for very low-income renters, including senior households.
• Social service programs that provide free or reduced-cost services to lower-income households can help improve the quality of life.
190

Annual Action Plan
2025
33 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 • Social service programs that assist households at risk of homelessness and those who are already homeless.

Actions planned to develop institutional structure
The City has developed an institutional structure to help identify and access resources that can improve the community. For example, the City will continue to work with nonprofit entities to deliver social services. The City will also continue to provide critical information on homeless resources to assist with the preparation of the County’s Continuum of Care Homeless Assistance grant applications to HUD.

Aliso Viejo will also provide essential information regarding mainstream funds the City will make available to serve the homeless and assist in identifying and prioritizing gaps and needs in the regional system of care.

Actions planned to enhance coordination between public and private housing and social service agencies
The City of Aliso Viejo does not operate public housing. OCHA provides rental assistance in the community. Federal legislation requires the Housing Authority to prepare five-year and one-year plans that outline its mission, goals, and objectives related to public and assisted housing programs. The City will review the Authority’s plans and will provide OCHA with the opportunity to review and consult with the City regarding its Consolidated Plan. This cross-consultation aims to provide consistent and coordinated housing services for residents of the City. Ongoing consultation with local nonprofits also helps the City coordinate the efficient and effective use of limited federal resources.

Discussion:

HUD-funded grant recipients must affirmatively further fair housing and not discriminate in housing or services, either directly or indirectly, based on race, color, religion, sex, national origin, age, familial status, or disability. Grant recipients such as Aliso Viejo are required to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choices 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, national origin, and other personal or familial attributes; (4) promote housing that is accessible to and usable by persons with disabilities; (5) and comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate region-wide area fair housing planning. The 2025-2029 Orange County Regional Assessment of Fair Housing (OC-AFH) is the primary document for this purpose. In addition to identifying impediments to fair housing in the county, a strategy to overcome these barriers must be developed and implemented; accomplishments are reported annually. The City participated in the development of the OC-AFH. The Executive Summary of the OC-AFH, along with the Action Plan the City will implement to affirmatively further fair housing, is provided in Attachment A.

191

Annual Action Plan
2025
34 OMB Control No: 2506-0117 (exp. 09/30/2021) DRAFT 3/21/25 Program Specific Requirements
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction:

Each HUD program covered by the Consolidated Plan regulations must address specific program-specific requirements. Below are the requirements for the CDBG program as prescribed by the Annual Action Plan template.

Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.

1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 0 2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan
0 3. The amount of surplus funds from urban renewal settlements 0

4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan. 0 5. The amount of income from float-funded activities 0 Total Program Income 0

Other CDBG Requirements

1. The amount of urgent need activities 0

2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate-income. Overall Benefit - A consecutive period of one, two, or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate-income. Specify the years covered that include this Annual Action Plan.
100%

Discussion:

The City will meet the overall 70% benefit requirement for low- and moderate-income households under the CDBG program over one program year: FY 25-26.

192
City of Aliso Viejo
Summary of Consolidated Plan Accomplishments
(FY 2023-2027)
ConPlan Goal
Expected 5
Yr. ConPlan
Goal
5-Year
Actual
5-Year
Percent
Complete
Expected
FY 23-24
Program Year
Actual FY
23-24
Program Year
1 Yr. Percent
Complete
Public Social Services 450 89 19.78% 110 89 80.91%
Support Svcs 1,250 225 18.00% 288 225 78.13%
Shelter 50 9 18.00% 9 9 100.00%
Prevention 50 16 32.00% 12 13 108.33%
Program Administration 5 1 20.00% 1 1 100.00%
Infrastructure and Facility
Improvements 5,000 1,730 34.60% 1,146 1,730 150.96%
Housing Preservation 11 1 9.09% 1 1 100.00%
Persons Assisted
Persons Assisted
Homeless Continuum of Care Persons
Assisted
Unit of Measure
Persons Assisted
Other
Appendix 1
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Laguna Niguel News
1920 Main St. Suite 225
Irvine, California 92614
(714) 796-2209
12 JOURNEY, STE 100
ALISO VIEJO, California 92656

AFFIDAVIT OF PUBLICATION

STATE OF CALIFORNIA
County of Orange County
I am a citizen of the United States and a resident of the County aforesaid; I am over the age of eighteen years, and not a party to or interested in the above-entitled matter. I am the principal clerk of the Laguna Niguel News, a newspaper that has been adjudged to be a newspaper of general circulation by the Superior Court of the County of Orange County, State of California, on February 17, 1998, Case No. A-190535 in and for the City of Irvine, County of Orange County, State of California; that the notice, of which the annexed is a true printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to wit:
04/03/2025
I certify (or declare) under the penalty of perjury under the laws of the State of California that the foregoing is true and correct:

Executed at Anaheim, Orange County, California, on
Date: Apr 3, 2025.
______________________________
Signature
Attachment 2
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Attachment 2
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195

SUMMARY OF PUBLIC COMMENTS

PUBLIC COMMENT PERIOD

TBD

PUBLIC HEARING

TBD

Attachment 2
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CDBG-ELIGIBLE
Census Tract Block Groups
(April 2025)
City
Low/Mod
Residents
Low/Mod
Univers
%
Low/Mod
Census
Tract
Block
Group
Aliso Viejo 1,615 2,225 72.60% 042320 1
Aliso Viejo 720 1,130 63.70% 062638 1
Aliso Viejo 865 1,380 62.70% 062636 2
Aliso Viejo 855 1,430 59.80% 062637 3
Aliso Viejo 785 1,470 53.40% 062636 1
Aliso Viejo 470 915 51.40% 062635 3
Aliso Viejo 850 1,740 48.90% 042320 3
Aliso Viejo 345 730 47.30% 062634 4
Appendix 3
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197
Orange County Regional
Assessment of Fair Housing
2025-2029

EQUAL HOUSING

OPPORTUNITY
Attachment A
1 of 8
198

Orange County 1 25-29 Regional AFH

I. Executive Summary
The Assessment of Fair Housing (AFH) provides communities an opportunity to assess their progress toward the goals of eliminating housing discrimination and promoting access to housing opportunity for both current and future residents . Jurisdictions that receive funding from the U.S. Department of Housing and Urban Development (HUD), including Community Development Block Grant (CDBG), HOME Investment Partnership s Program (HOME), and Emergency Solutions Grant (ESG) funds, complete an AFH at least once every five years, consistent with the Consolidated Plan cycle, as part of their obligations under the Housing and Community Development Act of 1974 and the Cranston- Gonzalez National Affordable Housing Act.

As a fair housing planning document, t he AFH facilitates HUD grantee compliance with statutory and regulatory requirement s to affirmatively further fair housing. Affirmatively furthering fair housing entails taking meaningful actions, in addition to combating discrimination, that overcome patterns of segregation and foster inclusive communities free from barriers that restrict access to opportunity based on protected characteristics. The duty to affirmatively further fair housing applies to all activities a nd programs within a jurisdiction related to housing and urban development.

This AFH is a collaborative effort among the following jurisdictions:
• Orange County and the Urban County Program participating cities of Brea, Cypress, Dana Point, La Palma, Laguna Beach, Laguna Hills, Laguna Woods, Los Alamitos, Placentia, San Juan Capistrano, Seal Beach, Stanton, Villa Park, and Yorba Linda. • The HUD Entitlement Cities of Aliso Viejo, Anaheim, Buena Park, Costa Mesa, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, Laguna Niguel, Lake Forest, Mission Viejo, Newport Beach, City of Orange, Rancho Santa Margarita, San Clemente, Santa Ana, Tustin, Westminster.

To prepare the AFH, jurisdictions first must identify fair housing issues. A fair housing issue refers to a condition within a specific geographic area that restricts fair housing choice or limits access to opportunity. Fair housing issues may include ongoing local or regional segregation/concentration or lack of integration, racially or ethnically concentrated areas of poverty, disparities in access to opportunity, disproportionate housing needs, and evidence of discrimination or violations of civil rights law or regulations related to housing.

To identify fair housing issues, HUD recommends that jurisdictions gather and analyze data. For this AFH, the jurisdictions analyzed data on the following topics:
• Demographics
• Segregation or Concentration/Integration
• Racially and/or Ethnically Concentrated Areas of Poverty • Disparities in Access to Opportunity
Attachment A
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199

Orange County 2 25-29 Regional AFH

• Housing Needs
• Discrimination Complaints
The data utilized in the analysis are from the U.S. Census Bureau American Community Survey (ACS), HUD’s AFFH Data and Mapping Tool, the California Department of Housing and Community Development (HCD) AFFH Data Viewer 2.0 , housing discrimination complaint data provided by HUD’s Office of Fair Housing and Equal Opportunity (FHEO) , and information gathered through the community participation process (described below).

The ACS data utilized in the assessment are from the 2018-2022 five-year estimates, which were the most current data across all participating jurisdictions at the time the analysis was conducted.

After analyzing the data and identifying fair housing issues, jurisdictions then must identify contributing factors. A contributing factor is a ny condition that creates, contributes to, perpetuates, or increases the severity of one or more fair housing issues. For each fair housing issue and its contributing factors, jurisdictions must then develop fair housing goals. A fair housing goal is a specific, meaningful action that can reasonably be expected to create meaningful positive change that affirmatively furthers fair housing by increasing fair housing choice or reducing disparities in access to opportunity.

For the contributing factors and fair housing goals in this AFH, the jurisdictions built upon the extensive work they have already done preparing their most recent Housing Elements, which cover an eight-year planning period. As part of the state-mandated Housing Element, California jurisdictions must conduct a fair housing assessment that includes an analysis of fair housing issues, identification of factors that create and/or contribute to those issues, and development of g oals and meaningful actions to af firmatively further fair housing.

Progress toward reaching the goals identified in the Housing Element must then be periodically reported to the state.

A summary of the fair housing issues, significant contributing factors, and fair housing goals for each jurisdiction can be found in Section IV of this AFH.

Attachment A
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200

Orange County 3 25-29 Regional AFH

II. Community Participation Process
To develop the AFH, information was also gathered from residents, housing professionals, and service providers. Incorporating information from these sources is important for ensuring that the AFH reflects community needs and knowledge that may not be discernible from other data sources. The community participation process for this AFH involved the following efforts:

A. Stakeholder Consultation
Four one -on-one interviews, and two focus groups were conducted during January and February 2025 with organizations that provide fair housing services and/or housing and services to protected class groups throughout the County. The interviews and focus group sessions discussed the fair housing issues frequently encountered by the organizations, the underlying causes for those issues, and ongoing efforts currently to address them.

Participants also discussed additional actions the ir organizations would recom mend.

Invitations to participate in the stakeholder consultation activities were sent to approximately 78 organizations identified by the jurisdictions involved in the planning process. Fourteen organizations, as well as staff from two of the participating jurisdictions, participated in these consultations, including: Fair Housing Council of Orange County, Fair Housing Foundation, Orange County Families Forward, Orange County United Way, Family Assistance Ministry, The HUB OC, National Core, NeighborWorks Orange County, Thomas House Family Shelter, Domus Development, City of Garden Grove, City of Lake Forest, Dayle McIntosh Center, CalOptima, and Assistance League of Orange County. Information gathered through these consultations is incorporated throughout this report.

B. Community Meetings
A total of six community meetings were held in March 2025 to gather public input on the fair housing issues impacting residents of Orange County, and the factors that create, contribute to, perpetuate, or increase the severity of those issues. These meetings included two virtual meetings and four in -person meetings held at the dates, times, and locations listed below.

In-person community meetings:
• March 5, 2025, from 10:30 a.m. – 11:30 a.m. at Santa Ana City Council Chamber, 22 Civic Center Plaza, Santa Ana, CA 92701
• March 5, 2025, from 6:30 p.m. – 7:30 p.m. at Santa Ana City Council Chamber, 22 Civic Center Plaza, Santa Ana, CA 92701
• March 6, 2025, from 10:30 a.m. – 11:30 a.m. at La Habra City Hall, Festival Room, 110 E. La Habra Boulevard, La Habra, CA 90631
Attachment A
4 of 8
201

Orange County 4 25-29 Regional AFH

• March 6, 2025, from 6:30 p.m. – 7:30 p.m. at Costa Mesa City Hall, Community Room, 77 Fair Drive, Costa Mesa, CA 92626
Virtual community meetings:
• March 7, 2025, at 6:00 p.m., via Microsoft Teams
• March 13, 2025, at 1:00 p.m., via Microsoft Teams
Outreach to advertise the community meetings included the following efforts:
• City of Anaheim notified the 250 members of their Homeless Collaborative and community stakeholders.
• City of Aliso Viejo posted a copy of the notice to their City website and shared on social media and city newsletters.
• City of Buena Park posted the public notice on the City website and City Hall bulletin board.
• City of Fountain Valley posted the public notice on the City website • City of Fullerton published the public notice in the Fullerton Observer newspaper, placed the notice on the City of Fullerton website, and placed copies of the notice at various public facilities and libraries as well as over 25 affordable housing sites. • City of Irvine sent copies of the notice to subrecipient partners and other interested parties.
• City of Laguna Niguel posted the public notice on the City website and social media channels.
• City of Mission Viejo posted the public notice on the City website. • City of San Clemente posted the public notice on the City website. • City of Santa Ana published the public notice for the public meetings in six languages (English, Spanish, Vietnamese, Korean, Chinese, and Arabic) including the following publications: Orange County Register, La Opinion, Nguoi Viet Daily News, Korea Times, World Journal, and Beirut Times.
• City of Rancho Santa Margarita posted the public notice on bulletin boards outside City Hall, OCFA Station 45, and Trabuco Canyon Water District. • County of Orange sent information regarding the virtual community meetings to community centers in the unincorporated areas of the County.

A total of fifteen individuals participated in these meetings to share their knowledge on fair housing issues and contributing factors in Orange County. These included representatives from the following organizations: Equus Workforce Solutions, Project Hope Alliance, Alianza Translatinx, Human Options, Illumination Foundation, The Eli Home, The Cambodian Family, Orange County Families Forward, City of Fountain Valley, and City of Buena Park. Information gathered through these meetings is incorporated throughout this report.

Attachment A
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202

Orange County 199 25-29 Regional AFH

B. Aliso Viejo
Issue: Concentration
Most of the city is considered an area of high White concentration, except for a few neighborhoods with low-medium concentration (which are predominantly White) in the northern and eastern parts of the city. Since 1990, levels of concentration have been increasing but remain low.

Contributing Factors:

1. Location and type of affordable housing.

2. Limited access to opportunity due to high housing costs.

3. Insufficient fair housing outreach and enforcement.

4. Availability of affordable housing.

5. Availability of affordable units in a range of sizes.

6. Insufficient Housing Choice Vouchers.

7. Displacement of residents due to economic pressures.

Actions:

Expand access to opportunity for all protected classes
through the following actions:

1. Identify sites in high opportunity areas for new hous ing development.

2. Review policies and programs that increase the sup
ply.

3. Conduct a landlord/tenant education campaign on
fair housing laws.

4. Encourage development of a range of affordable
housing types.

5. Encourage the development of ADUs.

6. Promote Housing Choice Vouchers.

7. Educate renters about their rights.

Timeframe:

Annually and ongoing.

Issue: Disparities in Access to Opportunities
Based on analysis of fair housing complaint data, individuals with disabilities may disproportionately experience discrimination in housing.

Contributing Factors:

1. Lack of outreach and education regarding supportive services for individuals with disabilities.

2. Lack of education regarding resources available in the City and County, such as schools, transportation, and other in -home or community resources, for individuals with disabilities and single female-headed households.

Actions:

Bring existing resources to protected classes through
the following actions:

Timeframe:

Attachment A
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203

Orange County 200 25-29 Regional AFH

1. Review and amend (if necessary) Reasonable
Accommodation regulations and procedures.

Review and amend regulations and
procedures by the end of FY 25/26.

2. Provide information on supportive services for
individuals with disabilities, single female-headed
households, and homeless individuals via the OC
Social Services Agency.

Conduct annually by Dec. 31st of each
year.

3. Partner with OCTA and publish public transit
program info (OC Flex, OC ACCESS Service, and
youth rider free pass).

Conduct bi-annually by Dec. 31st of each
year.

Issue: Disproportionate Housing Needs
The City’s 2021-2029 Housing Element identified substandard housing conditions for low-income households as an issue facing low-income residents in the city. Additionally, housing cost burden is an issue for renters throughout Orange County.

Contributing Factors:

Substandard housing conditions due to:

1. Insufficient affordable and healthy homes for very-low incomes.

2. Lack of insufficient outreach and education on code enforcement.

3. Insufficient funding for repairs or rehabilitation.

4. Via Iglesia neighborhood has homes in need of repairs Actions:

Reduce existence of substandard housing
conditions through the following actions:

Timeframe:

1. Add info rmation about the City's Code
Enforcement service on the City's website
for renters and owners.

Information added on City’s website to be
completed by the end of FY 25/26. Annually,
conduct one informational campaign on Code
Enforcement services with the goal of reaching at
least 10 renters and 10 owners.

2. Create educational materials about
healthy homes, and post information on
the City's website.

Educational materials to be completed by the end
of FY 25/26 and posted to the
City’s website annually.

Attachment A
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204

PUBLIC NOTICE
2025-2029 Orange County Regional Assessment of Fair Housing Notice of Public Meetings

Program Description: Federal and State l aws prohibit discrimination in the sale, rental, leasing, negotiation, advertising, and financing of housing. The 2025 -2029 Orange County Regional Assessment of Fair Housing (AFH) is a five -year planning document that examines housing and demographic data to identify fair housing issues, determine contributing factors, and establish goals to ensure fair housing choice, address disproportionate housing needs, and increase access to opportunity. The geography addressed by this AFH includes 27 incorporated cities throughout Orange County as well as the unincorporated areas.

Public Meetings: Public meetings will be held to provide an opportunity for residents to provide feedback on fair housing issues. Orange County residents are invited to attend any of the following public meetings:

• March 5, 2025 from 10:30 a.m. – 11:30 a.m. at Santa Ana City Council Chamber, 22 Civic Center Plaza, Santa Ana, CA 92701

• March 5, 2025 from 6:30 p.m. – 7:30 p.m. at Santa Ana City Council Chamber, 22 Civic Center Plaza, Santa Ana, CA 92701

• March 6, 2025 from 10:30 a.m. – 11:30 a.m. at La Habra City Hall, Festival Room, 110 E. La Habra Blvd., La Habra, CA 90631

• March 6, 2025 from 6:30 p.m. – 7:30 p.m.at Costa Mesa City Hall , Community Room, 77 Fair Drive, Costa Mesa, CA 92626
Two virtual meetings also will be held. To access the meetings, visit the URL listed below.

• March 7, 2025 at 6:00 p.m.
https://bit.ly/OCAFH

• March 13, 2025 at 1:00 p.m. https://bit.ly/OrangeCoAFH ADA Compliance: All in-person public meetings will be held at locations accessible to persons with disabilities. Anyone who requires public documents in an accessible format, the jurisdictions will make reasonable efforts to accommodate requests. If special assistance is required to participate in a public meeting, the meeting host will attempt to make accommodations in every reasonable manner. Please contact David Flores, Housing Programs Coordinator for the City of Santa Ana at 714 -647-6561 at least 48 hou rs prior to the meeting to describe specific needs and to determine if accommodation is feasible.

Language Access: Translation services for participants in the public meetings will be available in Spanish, Vietnamese, Korean, Mandarin, and Arabic.

Attachment A
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205
Community Development
Block Grant (CDBG)
2025 – 2026 Annual Action Plan
2025 – 2029 Orange County Regional Assessment of Fair Housing City Council
May 7, 2025
206
2025-2026 CDBG Funding
• Anticipated allocation: $250,000
• Estimate only - delay in Federal budget approval
• HUD allows communities to plan the allocation of CDBG funds • CDBG allocation will be adjusted by a proportional percentage once HUD publishes CDBG allocations
207
2025 – 2026 Plan of Expenditures
• Public Facilities and Improvements: $162,500
• Sidewalk curb ramp improvements
• Additional $74,209 from previous year's allocation
• Public Services: $37,500
• Up to 15 percent of the allocation can be used for public services • Beneficiaries must be low and moderate-income households • Five applicants awarded funding
• Administration: $50,000
• Reimbursable administrative expenses capped at 20%
• Used for City staff administration and CDBG consultant services • $3,785 allocated to fair housing services
208
2025 – 2026 Plan of Expenditures (continued)
• Meals on Wheels: $7,355
• Age Well Senior Services
• Meal delivery to homebound seniors
• Case Management and Supportive Services: $10,000
• Family Assistance Ministries (“FAM”)
• Case management and support services
• Empowering Readers: $5,500
• Parentis Foundation
• Literacy intervention program
• Hunger and Homelessness Prevention: $9,820
• South County Outreach (“SCO”)
• Rent and utility assistance
• Case management and access to SCO’s food bank
• Street Outreach: $4,825
• Stand Up For Kids
• Homeless youth outreach
209
2025 – 2029 Orange County Regional
Assessment of Fair Housing
• CDBG funding recipients required to affirmatively further fair housing
• Partnership to create the countywide 2025-2029 Regional Assessment of Fair Housing (OC-AFH)
• In-depth analysis to identify fair housing impediments • Includes action steps to address fair housing barriers 210
Staff Recommendation to City Council:

1.Declare the City Council finds the FY 2025-2026 Annual Action Plan is not subject to the California Environmental Quality Act (“CEQA”) as the activity is not a project defined in Section 15378(b)(5) of the state CEQA Guidelines;

2.Approve and adopt the FY 2025-2026 Annual Action Plan (“Action Plan”) for the use of Community Development Block Grant (“CDBG”) funds, including the 2025-2029 Orange County Regional Assessment of Fair Housing; and

3.Authorize the City Manager to submit the Action Plan to the U.S.

Department of Housing and Urban Development (“HUD”), which executes the HUD contract and authorize the City Manage to submit all related documents with the implementation of the Action Plan.
211
City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: So Kim, Community Development Director
SUBJECT: CONCEPT PLAN REVIEW FOR A RESIDENTIAL COMMUNITY AT 27081

ALISO CREEK ROAD
Recommended Action:

Review and provide initial feedback on concept plans for a development proposal involving the demolition of three existing office buildings to accommodate the construction of a 137-unit, residential community at 27081 Aliso Creek Road (“Project”).

Fiscal Impact:

None.

Background:

On March 20, 2025, Shea Homes (“Applicant”) submitted apreapplication to demolish three existing office buildings to accommodate the construction of a 137-unit, residential community at 27081 Aliso Creek Road.

Discussion:

Existing Site : The existing site
measures 8.5 acres in size and is
developed with three office
buildings and an associated parking
lot (see image to the right ). Access
to the site is provided by two
driveways, one to the north along
Pacific Park Drive and the other to
the south accessed via Aliso Creek
Road. The General Plan designates
this property as Professional Office
for both land use and zoning.
212

Page 2 of 3 ends

Proposed Project: The Applicant plans to demolish three existing office buildings to construct a 137-unit residential complex at 16 du/ac. This Project will feature two types of three-story housing: 67 garden courts and 70 row townhomes. The garden court includes five different plan types that range in size from 1,102 to 2,186 square feet. The garden court features attached units with a courtyard at the center . The townhomes are larger units that includes three different plan types that range in size from 2,019 to 2,249 square feet. Townhome units include open areas along the front façade. Both housing types will be three-story units with enclosed garages.

Garden Court Townhomes

Affordable Housing: The Project comprises 137 units, with 14 units (10%) designated as affordable housing. With a density of 16.2 du/ac, the Projectqualifies for a density bonus, incentives/concessions, waivers, and reduced parking requirements. Depending on whether the affordable units are restricted as very low- or low-income, the Project may be entitled to up to two incentives or a reduction in ap plicable development standards (e.g., coverage, setback, parking requirements). Although eligible, the Applicant is not requesting additional density but may need deviations from development standards.

Regarding parking, most units will have two -car garages, while the 14 smallest units will have one-car garages. The Project will provide a total of 260 enclosed garage spaces and 85 guest parking spaces distributed throughout the site. The total parking spaces provided are expected to exceed the required minimum for such projects.

Development Agreement (“DA”): The Project will require a DA as the application package includes amendments to the general plan and zoning designations along with new development. The Project requires a tentative tract map and amendments to the General Plan land use/zoning designations from Professional Office to Medium Density Residential (˃8 to 18 du/ac). These amendments will permanently change the permitted use to residential. A DA is a contract between the City and the developer, which may specify conditions, terms, restrictions, and regulations pertaining to all aspects of a development project. The DA provides assurance to the property owner that it can implement the Project and continue its operation and that the conditions imposed by the City will not change after the approval of the Project. The DA may include payment of fees, similar to park in-lieu fees to mitigate development impacts to parks, schools, traffic, etc.
213

Page 3 of 3 ends

Environmental:

The Applicant will be required to submit applicable environmental documents and associated fees for peer review.

Public Notice:

A public notice was published in the Laguna Niguel News and mailed to all property owners within 300 feet of the subject site.

Attachments:

1. Concept Plans

2. Project Description

3. Presentation
214
A0.1 COVER SHEETA0.2 SITE PLANA1.1 GARDEN COURT 5-UNIT FIRST FLOOR PLANA1.2 GARDEN COURT 5-UNIT SECOND FLOOR PLANA1.3 GARDEN COURT 5-UNIT THIRD FLOOR PLANA1.4 GARDEN COURT 10-UNIT FIRST FLOOR PLANA1.5 GARDEN COURT 10-UNIT SECOND FLOOR PLANA1.6 GARDEN COURT 10-UNIT THIRD FLOOR PLANA1.7 GARDEN COURT 10-UNIT ELEVATIONA1.8 GARDEN COURT 10-UNIT ELEVATIONA1.9 GARDEN COURT 13-UNIT FIRST FLOOR PLANA1.10 GARDEN COURT 13-UNIT SECOND FLOOR PLAN A1.11 GARDEN COURT 13-UNIT THIRD FLOOR PLANA1.12 GARDEN COURT 2-UNIT FIRST FLOOR PLANA1.13 GARDEN COURT 2-UNIT SECOND FLOOR PLANA1.14 GARDEN COURT 2-UNIT THIRD FLOOR PLANA1.15 GARDEN COURT 4-UNIT FIRST FLOOR PLANA1.16 GARDEN COURT 4-UNIT SECOND FLOOR PLANA1.17 GARDEN COURT 4-UNIT THIRD FLOOR PLANA1.18 GARDEN COURT 6-UNIT FIRST FLOOR PLANA1.19 GARDEN COURT 6-UNIT SECOND FLOOR PLANA1.20 GARDEN COURT 6-UNIT THIRD FLOOR PLANA1.21 GARDEN COURT 6-UNIT ELEVATION A1.22 GARDEN COURT 6-UNIT ELEVATIONA1.23 GARDEN COURT 7-UNIT FIRST FLOOR PLANA1.24 GARDEN COURT 7-UNIT SECOND FLOOR PLANA1.25 GARDEN COURT 7-UNIT THIRD FLOOR PLANA2.1 ROWTOWN 4-UNIT FIRST FLOOR PLANA2.2 ROWTOWN 4-UNIT SECOND FLOOR PLANA2.3 ROWTOWN 4-UNIT THIRD FLOOR PLANA2.4 ROWTOWN 5-UNIT FIRST FLOOR PLANA2.5 ROWTOWN 5-UNIT SECOND FLOOR PLANA2.6 ROWTOWN 5-UNIT THIRD FLOOR PLANA2.7 ROWTOWN 5-UNIT ELEVATIONA2.8 ROWTOWN 5-UNIT ELEVATIONA2.9 ROWTOWN 5-UNIT ELEVATIONA2.10 ROWTOWN 6-UNIT FIRST FLOOR PLANA2.11 ROWTOWN 6-UNIT SECOND FLOOR PLANA2.12 ROWTOWN 6-UNIT THIRD FLOOR PLANL-1 LANDSCAPE IMAGE BOARDL-2 CONCEPTUAL LANDSCAPE PLANC-1 CONCEPTUAL GRADING AND IMPROVEMENT PLAN A0.1
215

SITE PLAN
A0.2
216
15'-0"REAR YARD
15'-0"REAR YARD
1-BAY GARAGE14'-10" x 20'-1"
W/H
E OFFICE7'-0" x 8'-2"UP
T
R
C 2-BAY GARAGE20'-6" x 20'-1"

W/H EUP
METERS
T
R
C
2-BAY GARAGE20'-1" x 20'-1"
W/H
BEDROOM 310'-0" x 10'-0"
E
UP
T R C
OFFICE12'-7" x 8'-1"
LINEN
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
5-UNIT BUILDING | FIRST FLOOR
A1.1
217
REF
UP
DN
LIVING11'-1" x 12'-6"
BALCONY9'-5" x 6'-0"

KITCHEN
D/W
P
OPT FP
REFP
UP
DN
LIVING12'-0" x 12'-7"
BALCONY8'-1" x 10'-6"

KITCHEN
DINING15'-7" x 10'-8"
D/W
OPT FP
LINEN
REF
DN
UP
LIVING16'-1" x 15'-4"
BALCONY19'-9" x 9'-8"

KITCHEN
PANTRY
D/W
OPT FP
DINING14'-8" x 11'-0"
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
5-UNIT BUILDING | SECOND FLOOR
A1.2
218
W/D
GRAND SUITE11'-1" x 11'-1"
LINEN
BEDROOM 29'-7" x 10'-0"

DN STACKED

OPT BARN DRDN
BEDROOM 210'-1" x 10'-1"
SEAT

STACKED
GRAND SUITE12'-6" x 11'-1"
LINEN
BEDROOM 310'-1" x 10'-1"
W D
DN
BEDROOM 210'-7" x 10'-6"
OPT LOFTBEDROOM 4/
10'-7" x 10'-0"

LOW LINEN

OMIT WALL/DR AT LOFTNICHE AT LOFT
GRAND SUITE12'-7" x 19'-0"
LINEN
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
5-UNIT BUILDING | THIRD FLOOR
A1.3
219
15'-0"REAR YARD
15'-0"REAR YARD
1-BAY GARAGE14'-10" x 20'-1"
W/H
E OFFICE7'-0" x 8'-2"UP
T
R
C 2-BAY GARAGE20'-6" x 20'-1"

W/H EUP
METERS
T
R
C
2-BAY GARAGE20'-1" x 20'-1"
W/H
BEDROOM 310'-0" x 10'-0"
E
UP
T R C
OFFICE12'-7" x 8'-1"
LINEN
2-BAY GARAGE20'-1" x 20'-1"
W/H
E OFFICE7'-6" x 11'-6"
UP
TRC

OPT FR DR
2-BAY GARAGE20'-1" x 20'-1"
W/H
E BEDROOM 311'-1" x 10'-1"
UP
TR
C
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
10 UNIT BUILDING | FIRST FLOOR
A1.4
220
REF
UP
DN
LIVING11'-1" x 12'-6"
BALCONY9'-5" x 6'-0"

KITCHEN
D/W
P
OPT FP
REFP
UP
DN
LIVING12'-0" x 12'-7"
BALCONY8'-1" x 10'-6"

KITCHEN
DINING15'-7" x 10'-8"
D/W
OPT FP
LINEN
REF
DN
UP
LIVING16'-1" x 15'-4"
BALCONY19'-9" x 9'-8"

KITCHEN
PANTRY
D/W
OPT FP
DINING14'-8" x 11'-0"
REFP
UPDN
LIVING13'-11" x 14'-5"
BALCONY12'-4" x 11'-1"
KITCHENDINING10'-1" x 11'-10"
OPT FP
D/W
REF
UP
DN
PANTRY
LINEN
LIVING14'-10" x 14'-5"
BALCONY12'-2" x 8'-6"

KITCHEN
DINING11'-1" x 9'-0"D/W OPT FP
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
10 UNIT BUILDING | SECOND FLOOR
A1.5
221
W/D
GRAND SUITE11'-1" x 11'-1"
LINEN
BEDROOM 29'-7" x 10'-0"

DN STACKED

OPT BARN DRDN
BEDROOM 210'-1" x 10'-1"
SEAT

STACKED
GRAND SUITE12'-6" x 11'-1"
LINEN
BEDROOM 310'-1" x 10'-1"
W D
DN
BEDROOM 210'-7" x 10'-6"
OPT LOFTBEDROOM 4/
10'-7" x 10'-0"

LOW LINEN

OMIT WALL/DR AT LOFTNICHE AT LOFT
GRAND SUITE12'-7" x 19'-0"
LINEN
W/D
GRAND SUITE12'-2" x 12'-0"
BEDROOM 210'-1" x 10'-1"BEDROOM 39'-9" x 10'-1"
DN

STACKED
LINEN
W D
GRAND SUITE12'-6" x 14'-7"
BEDROOM 214'-10" x 11'-6"
DN
19'-5" HNGSEAT
LINEN
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
10 UNIT BUILDING | THIRD FLOOR
A1.6
222
A1.7
223
A1.8
224
15'-0"REAR YARD
15'-0"REAR YARD
1-BAY GARAGE14'-10" x 20'-1"
W/H
E OFFICE7'-0" x 8'-2"UP
T
R
C 1-BAY GARAGE14'-10" x 20'-1"
W/H
E OFFICE7'-0" x 8'-2"UP
T
R
C 2-BAY GARAGE20'-6" x 20'-1"

W/H EUP
METERS
T
R
C
2-BAY GARAGE20'-1" x 20'-1"
W/H
BEDROOM 310'-0" x 10'-0"
E
UP
T R C
OFFICE12'-7" x 8'-1"
LINEN
2-BAY GARAGE20'-1" x 20'-1"
W/H
E OFFICE7'-6" x 11'-6"
UP
TRC

OPT FR DR
2-BAY GARAGE20'-1" x 20'-1"
W/H
E OFFICE7'-6" x 11'-6"
UP
TRC

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
13-UNIT BUILDING | FIRST FLOOR

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.
436 SQ. FT.
494 SQ. FT.1102 SQ. FT.

A1.9
225
REF
UP
DN
LIVING11'-1" x 12'-6"
BALCONY9'-5" x 6'-0"

KITCHEN
D/W
P
OPT FP
REF
UP
DN
LIVING11'-1" x 12'-6"
BALCONY9'-5" x 6'-0"

KITCHEN
D/W
P
OPT FP
REFP
UP
DN
LIVING12'-0" x 12'-7"
BALCONY8'-1" x 10'-6"

KITCHEN
DINING15'-7" x 10'-8"
D/W
OPT FP
LINEN
REF
DN
UP
LIVING16'-1" x 15'-4"
BALCONY19'-9" x 9'-8"

KITCHEN
PANTRY
D/W
OPT FP
DINING14'-8" x 11'-0"
REFP
UPDN
LIVING13'-11" x 14'-5"
BALCONY12'-4" x 11'-1"
KITCHENDINING10'-1" x 11'-10"
OPT FP
D/W
REFP
UPDN
LIVING13'-11" x 14'-5"
BALCONY12'-4" x 11'-1"
KITCHENDINING10'-1" x 11'-10"
OPT FP
D/W
REF
UP
DN
PANTRY
LINEN
LIVING14'-10" x 14'-5"
BALCONY12'-2" x 8'-6"

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
13-UNIT BUILDING | SECOND FLOOR

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.
436 SQ. FT.
494 SQ. FT.1102 SQ. FT.

A1.10
226
W/D
GRAND SUITE11'-1" x 11'-1"
LINEN
BEDROOM 29'-7" x 10'-0"

DN STACKED

OPT BARN DR
W/D
GRAND SUITE11'-1" x 11'-1"
LINEN
BEDROOM 29'-7" x 10'-0"

DN STACKED

OPT BARN DRDN
BEDROOM 210'-1" x 10'-1"
SEAT

STACKED
GRAND SUITE12'-6" x 11'-1"
LINEN
BEDROOM 310'-1" x 10'-1"
W D
DN
BEDROOM 210'-7" x 10'-6"
OPT LOFTBEDROOM 4/
10'-7" x 10'-0"

LOW LINEN

OMIT WALL/DR AT LOFTNICHE AT LOFT
GRAND SUITE12'-7" x 19'-0"
LINEN
W/D
GRAND SUITE12'-2" x 12'-0"
BEDROOM 210'-1" x 10'-1"BEDROOM 39'-9" x 10'-1"
DN

STACKED
LINEN
W/D
GRAND SUITE12'-2" x 12'-0"
BEDROOM 210'-1" x 10'-1"BEDROOM 39'-9" x 10'-1"
DN

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402A

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
13-UNIT BUILDING | THIRD FLOOR

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.
436 SQ. FT.
494 SQ. FT.1102 SQ. FT.

A1.11
227
2-BAY GARAGE20'-1" x 20'-1"
W/H
BEDROOM 310'-0" x 10'-0"
E
UP
T R C
OFFICE12'-7" x 8'-1"
LINEN
15'-0"REAR YARD
2-BAY GARAGE20'-6" x 20'-1"

W/H EUP
METERS
T
R
C
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B2-UNIT BUILDING | FIRST FLOOR

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.
706 SQ. FT.
976 SQ. FT.2186 SQ. FT.

A1.12
228
REF
DN
UP
LIVING16'-2" x 15'-4"
BALCONY19'-9" x 9'-8"

KITCHEN
PANTRY
D/W
OPT FP
DINING14'-8" x 11'-0"
REFP
UP
DN
LIVING12'-0" x 12'-7"
BALCONY8'-1" x 10'-6"

KITCHEN
DINING15'-7" x 10'-8"
D/W
OPT FP
LINEN
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B2-UNIT BUILDING | SECOND FLOOR

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.
706 SQ. FT.
976 SQ. FT.2186 SQ. FT.

A1.13
229
W D
DN
BEDROOM 210'-7" x 10'-6"
OPT LOFTBEDROOM 4/
10'-7" x 10'-0"

LOW LINEN

OMIT WALL/DR AT LOFTNICHE AT LOFT
GRAND SUITE12'-7" x 19'-0"
28'-0" HNGTOTAL LINEN
DN
W/D
BEDROOM 210'-1" x 10'-1"
SEAT

STACKED
GRAND SUITE12'-6" x 11'-1"
LINEN11'-6"HNG
BEDROOM 310'-1" x 10'-1"
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B2-UNIT BUILDING | THIRD FLOOR

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.
706 SQ. FT.
976 SQ. FT.2186 SQ. FT.

A1.14
230
2-BAY GARAGE20'-1" x 20'-1"
W/H
BEDROOM 310'-0" x 10'-0"
E
UP
T R C
OFFICE12'-7" x 8'-1"
LINEN
15'-0"REAR YARD
2-BAY GARAGE20'-1" x 20'-1"
W/H
E BEDROOM 311'-1" x 10'-1"
UP
TR
C
2-BAY GARAGE20'-1" x 20'-1"
W/H
E OFFICE7'-6" x 11'-6"
UP
TRC

OPT FR DR
2-BAY GARAGE20'-6" x 20'-1"

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
4-UNIT BUILDING | FIRST FLOOR
A1.15
231
REF
DN
UP
LIVING16'-2" x 15'-4"
BALCONY19'-9" x 9'-8"

KITCHEN
PANTRY
D/W
OPT FP
DINING14'-8" x 11'-0"
REF
UP
DN
PANTRY
LINEN
LIVING14'-10" x 14'-5"
BALCONY12'-2" x 8'-6"

KITCHEN
DINING11'-1" x 9'-0"D/W OPT FP
REFP
UPDN
LIVING13'-11" x 14'-5"
BALCONY12'-4" x 11'-1"
KITCHENDINING10'-1" x 11'-10"
OPT FP
D/W
REFP
UP
DN
LIVING12'-0" x 12'-7"
BALCONY8'-1" x 10'-6"

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B4-UNIT BUILDING | SECOND FLOOR

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.

A1.16
232
W D
DN
BEDROOM 210'-7" x 10'-6"
OPT LOFTBEDROOM 4/
10'-7" x 10'-0"

LOW LINEN

OMIT WALL/DR AT LOFTNICHE AT LOFT
GRAND SUITE12'-7" x 19'-0"
28'-0" HNGTOTAL LINEN
DN
W/D
BEDROOM 210'-1" x 10'-1"
SEAT

STACKED
GRAND SUITE12'-6" x 11'-1"
LINEN11'-6"HNG
BEDROOM 310'-1" x 10'-1"
W D
GRAND SUITE12'-6" x 14'-7"
BEDROOM 214'-10" x 11'-6"
DN
19'-5" HNGSEAT
LINEN
W/D
GRAND SUITE12'-2" x 12'-0"
BEDROOM 210'-1" x 10'-1"BEDROOM 39'-9" x 10'-1"
DN

STACKED
LINEN
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B4-UNIT BUILDING | THIRD FLOOR

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.621 SQ. FT.713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.

A1.17
233
2-BAY GARAGE20'-1" x 20'-1"
W/H
BEDROOM 310'-0" x 10'-0"
E
UP
T R C
OFFICE12'-7" x 8'-1"
LINEN
15'-0"REAR YARD
2-BAY GARAGE20'-1" x 20'-1"
W/H
E BEDROOM 311'-1" x 10'-1"
UP
TR
C
2-BAY GARAGE20'-1" x 20'-1"
W/H
E OFFICE7'-6" x 11'-6"
UP
TRC

OPT FR DR
1-BAY GARAGE14'-10" x 20'-1"
W/H
E OFFICE7'-0" x 8'-2"UP
T
R
C 2-BAY GARAGE20'-6" x 20'-1"

W/H EUP
METERS
T
R
C
2-BAY GARAGE20'-1" x 20'-1"
W/H
E OFFICE7'-6" x 11'-6"
UP
TRC

OPT FR DR
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
6-UNIT BUILDING | FIRST FLOOR

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.614 SQ. FT.746 SQ. FT.1626 SQ. FT.

A1.18
234
REF
DN
UP
LIVING16'-2" x 15'-4"
BALCONY19'-9" x 9'-8"

KITCHEN
PANTRY
D/W
OPT FP
DINING14'-8" x 11'-0"
REF
UP
DN
PANTRY
LINEN
LIVING14'-10" x 14'-5"
BALCONY12'-2" x 8'-6"

KITCHEN
DINING11'-1" x 9'-0"D/W OPT FP
REFP
UPDN
LIVING13'-11" x 14'-5"
BALCONY12'-4" x 11'-1"
KITCHENDINING10'-1" x 11'-10"
OPT FP

D/W REF
UP
DN
LIVING11'-1" x 12'-6"
BALCONY9'-5" x 6'-0"

KITCHEN
D/W
P
OPT FP
REFP
UP
DN
LIVING12'-0" x 12'-7"
BALCONY8'-1" x 10'-6"

KITCHEN
DINING15'-7" x 10'-8"
D/W
OPT FP
LINEN
REFP
UPDN
LIVING13'-11" x 14'-5"
BALCONY12'-4" x 11'-1"
KITCHENDINING10'-1" x 11'-10"
OPT FP
D/W
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B6-UNIT BUILDING | SECOND FLOOR

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.614 SQ. FT.746 SQ. FT.1626 SQ. FT.

A1.19
235
W D
DN
BEDROOM 210'-7" x 10'-6"
OPT LOFTBEDROOM 4/
10'-7" x 10'-0"

LOW LINEN

OMIT WALL/DR AT LOFTNICHE AT LOFT
GRAND SUITE12'-7" x 19'-0"
28'-0" HNGTOTAL LINEN
W/D
GRAND SUITE11'-1" x 11'-1"
LINEN
BEDROOM 29'-7" x 10'-0"
DN
8'-8" HNG

STACKED

OPT BARN DRDN
W/D
BEDROOM 210'-1" x 10'-1"
SEAT

STACKED
LINEN
W/D
GRAND SUITE12'-2" x 12'-0"
BEDROOM 210'-1" x 10'-1"BEDROOM 39'-9" x 10'-1"
DN

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B6-UNIT BUILDING | THIRD FLOOR

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.614 SQ. FT.746 SQ. FT.1626 SQ. FT.

A1.20
236
A1.21
237
A1.22
238
2-BAY GARAGE20'-1" x 20'-1"
W/H
BEDROOM 310'-0" x 10'-0"
E
UP
T R C
OFFICE12'-7" x 8'-1"
LINEN
15'-0"REAR YARD
2-BAY GARAGE20'-1" x 20'-1"
W/H
E BEDROOM 311'-1" x 10'-1"
UP
TR
C
2-BAY GARAGE20'-1" x 20'-1"
W/H
E OFFICE7'-6" x 11'-6"
UP
TRC

OPT FR DR
1-BAY GARAGE14'-10" x 20'-1"
W/H
E OFFICE7'-0" x 8'-2"UP
T
R
C 2-BAY GARAGE20'-6" x 20'-1"

W/H EUP
METERS
T
R
C
2-BAY GARAGE20'-1" x 20'-1"
W/H
E OFFICE7'-6" x 11'-6"
UP
TRC

OPT FR DR
1-BAY GARAGE14'-10" x 20'-1"
W/H
E OFFICE7'-0" x 8'-2"UP
T
R
C
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.
7-UNIT BUILDING | FIRST FLOOR

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.
436 SQ. FT.
494 SQ. FT.1102 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.614 SQ. FT.746 SQ. FT.1626 SQ. FT.

A1.23
239
REF
DN
UP
LIVING16'-2" x 15'-4"
BALCONY19'-9" x 9'-8"

KITCHEN
PANTRY
D/W
OPT FP
DINING14'-8" x 11'-0"
REF
UP
DN
PANTRY
LINEN
LIVING14'-10" x 14'-5"
BALCONY12'-2" x 8'-6"

KITCHEN
DINING11'-1" x 9'-0"D/W OPT FP
REFP
UPDN
LIVING13'-11" x 14'-5"
BALCONY12'-4" x 11'-1"
KITCHENDINING10'-1" x 11'-10"
OPT FP

D/W REF
UP
DN
LIVING11'-1" x 12'-6"
BALCONY9'-5" x 6'-0"

KITCHEN
D/W
P
OPT FP
REFP
UP
DN
LIVING12'-0" x 12'-7"
BALCONY8'-1" x 10'-6"

KITCHEN
DINING15'-7" x 10'-8"
D/W
OPT FP
LINEN
REFP
UPDN
LIVING13'-11" x 14'-5"
BALCONY12'-4" x 11'-1"
KITCHENDINING10'-1" x 11'-10"
OPT FP

D/W REF
UP
DN
LIVING11'-1" x 12'-6"
BALCONY9'-5" x 6'-0"

KITCHEN
D/W
P
OPT FP
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B7-UNIT BUILDING | SECOND FLOOR

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.
436 SQ. FT.
494 SQ. FT.1102 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.614 SQ. FT.746 SQ. FT.1626 SQ. FT.

A1.24
240
W D
DN
BEDROOM 210'-7" x 10'-6"
OPT LOFTBEDROOM 4/
10'-7" x 10'-0"

LOW LINEN

OMIT WALL/DR AT LOFTNICHE AT LOFT
GRAND SUITE12'-7" x 19'-0"
28'-0" HNGTOTAL LINEN
W/D
GRAND SUITE11'-1" x 11'-1"
LINEN
BEDROOM 29'-7" x 10'-0"
DN
8'-8" HNG

STACKED

OPT BARN DR DN
W/D
BEDROOM 210'-1" x 10'-1"
SEAT

STACKED
LINEN
W/D
GRAND SUITE12'-2" x 12'-0"
BEDROOM 210'-1" x 10'-1"BEDROOM 39'-9" x 10'-1"
DN

STACKED

LINEN W/D
GRAND SUITE11'-1" x 11'-1"
LINEN
BEDROOM 29'-7" x 10'-0"
DN
8'-8" HNG

STACKED

OPT BARN DR
ALISO VIEJO | GARDEN COURTS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B7-UNIT BUILDING | THIRD FLOOR

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.436 SQ. FT.494 SQ. FT.1102 SQ. FT.

PLAN TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
122 SQ. FT.
621 SQ. FT.
713 SQ. FT.1456 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.
614 SQ. FT.
746 SQ. FT.1626 SQ. FT.

PLAN FOURFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 326 SQ. FT.689 SQ. FT.789 SQ. FT.1804 SQ. FT.

PLAN FIVEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 504 SQ. FT.706 SQ. FT.976 SQ. FT.2186 SQ. FT.

PLAN ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
172 SQ. FT.
436 SQ. FT.
494 SQ. FT.1102 SQ. FT.

PLAN THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 266 SQ. FT.614 SQ. FT.746 SQ. FT.1626 SQ. FT.

A1.25
241
2-BAY GARAGE20'-1" x 20'-1"
UP E.BEDROOM 312'-0" x 12'-10"

W/HT RC

OPTIONALSTACKEDW/D
2-BAY GARAGE20'-1" x 20'-1"
UP
E. BEDROOM 311'-4" x 13'-0"

T R W/H

OPTIONALSTACKEDW/D
CDROP
2-BAY GARAGE20'-1" x 20'-1"
SLEEPING12'-6" x 12'-2"
T R
C
W/H
E.LIVING7'-3" x 8'-4"
UP

OPTIONALSTACKEDW/D
2-BAY GARAGE20'-1" x 20'-1"
SLEEPING12'-6" x 12'-2"
TRW/H
E. LIVING7'-3" x 8'-4"
UP

OPTIONALSTACKEDW/D
ALISO VIEJO | ROWTOWNS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B4-UNIT BUILDING | FIRST FLOOR

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 460 SQ. FT.834 SQ. FT.955 SQ. FT.2249 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
855 SQ. FT.
721 SQ. FT.2019 SQ. FT.

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 460 SQ. FT.
834 SQ. FT.
955 SQ. FT.2249 SQ. FT.

A2.1
242
BEDROOM 210'-9" x 11'-1"

KITCHEN
PANTRY
D/W
REF
FP
GREAT ROOM15'-5" x 14'-8"
DINING11'-1" x 11'-1"
BALCONY11'-6" x 8'-5"
UP
DN
OPT.UPPERS/SHELVING
OPT.WINE

OVEN/MICRO
PANTRY
KIT.

FP
D/W
GREAT ROOM19'-1" x 15'-0"
DINING16'-3" x 9'-2"
BALCONY12'-4" x 8'-9"
DN

OPTIONAL UPPERS
REF
UP

OVEN/MICRO

REFPANTRY
D/W

KITCHEN
DINING14'-0" x 13'-1"
GREAT ROOM15'-5" x 16'-0"
BALCONY20'-7" x 8'-11"
FP
DN
UP

OVEN/MICRO

REFPANTRY
D/W

KITCHEN
DINING14'-0" x 13'-1"
GREAT ROOM15'-5" x 16'-0"
BALCONY20'-7" x 8'-11"
FP
DN
UP

OVEN/MICRO
ALISO VIEJO | ROWTOWNS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.854 SQ. FT.910 SQ. FT.2207 SQ. FT.

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
855 SQ. FT.
721 SQ. FT.2019 SQ. FT.
4-UNIT BUILDING | SECOND FLOOR

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 460 SQ. FT.
834 SQ. FT.
955 SQ. FT.2249 SQ. FT.

A2.2
243
SEAT
GRAND SUITE12'-6" x 15'-1"
DN
LINEN
W
D

LINENLAUNDRY
LOFTBEDROOM 4/
9'-8" x 10'-1"BEDROOM 210'-1" x 10'-1"
21'-4" HNG
GRAND SUITE12'-7" x 17'-1"
SEAT

HIGH GLASS
LOFT14'-6" x 11'-9"

OPEN TOBELOW
DN

LAUNDRY
WD
LINEN
23'-2" HNG

LAUNDRY
GRAND SUITE13'-3" x 14'-0"
BEDROOM 210'-9" x 10'-1"
BEDROOM 310'-9" x 10'-2"
LINEN\COFFEE
DN
W D
LINEN

LAUNDRY
GRAND SUITE13'-3" x 14'-0"
BEDROOM 210'-9" x 10'-1"
BEDROOM 310'-9" x 10'-2"
LINEN\COFFEE
DN
WD
LINEN
ALISO VIEJO | ROWTOWNS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B4-UNIT BUILDING | THIRD FLOOR

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.854 SQ. FT.910 SQ. FT.2207 SQ. FT.

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
855 SQ. FT.
721 SQ. FT.2019 SQ. FT.

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 460 SQ. FT.
834 SQ. FT.
955 SQ. FT.2249 SQ. FT.

A2.3
244
2-BAY GARAGE20'-1" x 20'-1"
UP E.BEDROOM 312'-0" x 12'-10"

W/HT RC

OPTIONALSTACKEDW/D
2-BAY GARAGE20'-1" x 20'-1"
UP
E. BEDROOM 311'-4" x 13'-0"

T R W/H

OPTIONALSTACKEDW/D
CDROP
2-BAY GARAGE20'-1" x 20'-1"
UP
E. BEDROOM 311'-4" x 13'-0"

T R W/H

OPTIONALSTACKEDW/D
CDROP
2-BAY GARAGE20'-1" x 20'-1"
SLEEPING12'-6" x 12'-2"
T R
C
W/H
E.LIVING7'-3" x 8'-4"
UP

OPTIONALSTACKEDW/D
2-BAY GARAGE20'-1" x 20'-1"
SLEEPING12'-6" x 12'-2"
TRW/H
E. LIVING7'-3" x 8'-4"
UP

OPTIONALSTACKEDW/D

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.855 SQ. FT.721 SQ. FT.2019 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

ALISO VIEJO | ROWTOWNS | SHEA HOMESgroup,incarchitecturalwoodley colorado // 731 southpark dr. suite B littleton, co 80120 / 303 683.7231california // 2943 pullman st. suite A santa ana, ca 92705 / 949 553.8919 THESE DRAWINGS ARE INTENDED FOR DESIGN DEVELOPMENT AND PRELIMINARY STUDIES ONLY AND ARE NOT TO BE USED FOR ANY OTHER PURPOSE, SUCH AS FINAL PLOTTING OR FINAL ENGINEERING. COPYRIGHT WOODLEY ARCHITECTURAL GROUP, INC. THESE DRAWINGS MAY NOT BE USED OR DUPLICATED WITHOUT THE EXPRESS WRITTEN PERMISSION OF WOODLEY ARCHITECTURAL GROUP, INC.

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B 5-UNIT BUILDING | FIRST FLOOR

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 460 SQ. FT.
834 SQ. FT.
955 SQ. FT.2249 SQ. FT.

A2.4
245
BEDROOM 210'-9" x 11'-1"

KITCHEN
PANTRY
D/W
REF
FP
GREAT ROOM15'-5" x 14'-8"
DINING11'-1" x 11'-1"
BALCONY11'-6" x 8'-5"
UP
DN
OPT.UPPERS/SHELVING
OPT.WINE

OVEN/MICRO
PANTRY
KIT.

FP
D/W
GREAT ROOM19'-1" x 15'-0"
DINING16'-3" x 9'-2"
BALCONY12'-4" x 8'-9"
DN

OPTIONAL UPPERS
REF
UP

OVEN/MICRO
PANTRY
KIT.

FP
D/W
GREAT ROOM19'-1" x 15'-0"
DINING16'-3" x 9'-2"
BALCONY12'-4" x 8'-9"
DN

OPTIONAL UPPERS
REF
UP

OVEN/MICRO

REFPANTRY
D/W

KITCHEN
DINING14'-0" x 13'-1"
GREAT ROOM15'-5" x 16'-0"
BALCONY20'-7" x 8'-11"
FP
DN
UP

OVEN/MICRO

REFPANTRY
D/W

KITCHEN
DINING14'-0" x 13'-1"
GREAT ROOM15'-5" x 16'-0"
BALCONY20'-7" x 8'-11"
FP
DN
UP

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B 5-UNIT BUILDING | SECOND FLOOR

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.855 SQ. FT.721 SQ. FT.2019 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 460 SQ. FT.
834 SQ. FT.
955 SQ. FT.2249 SQ. FT.

A2.5
246
SEAT
GRAND SUITE12'-6" x 15'-1"
DN
LINEN
W
D

LINENLAUNDRY
LOFTBEDROOM 4/
9'-8" x 10'-1"BEDROOM 210'-1" x 10'-1"
21'-4" HNG
GRAND SUITE12'-7" x 17'-1"
SEAT

HIGH GLASS
LOFT14'-6" x 11'-9"

OPEN TOBELOW
DN

LAUNDRY
WD
LINEN
23'-2" HNG
SEAT
GRAND SUITE12'-6" x 15'-1"
DN
LINEN
W
D

LINENLAUNDRY
LOFTBEDROOM 4/
9'-8" x 10'-1"BEDROOM 210'-1" x 10'-1"
21'-4" HNG

LAUNDRY
GRAND SUITE13'-3" x 14'-0"
BEDROOM 210'-9" x 10'-1"
BEDROOM 310'-9" x 10'-2"
LINEN\COFFEE
DN
W D
LINEN

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B 5-UNIT BUILDING | FIRST FLOOR

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.855 SQ. FT.721 SQ. FT.2019 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 460 SQ. FT.
834 SQ. FT.
955 SQ. FT.2249 SQ. FT.

A2.6
247
A2.7
248
A2.8
249
A2.9
250
2-BAY GARAGE20'-1" x 20'-1"
UP E.BEDROOM 312'-0" x 12'-10"

W/HT RC

OPTIONALSTACKEDW/D
2-BAY GARAGE20'-1" x 20'-1"
UP
E. BEDROOM 311'-4" x 13'-0"

T R W/H

OPTIONALSTACKEDW/D
CDROP
2-BAY GARAGE20'-1" x 20'-1"
UP
E. BEDROOM 311'-4" x 13'-0"

T R W/H

OPTIONALSTACKEDW/D
CDROP
2-BAY GARAGE20'-1" x 20'-1"
UP E.BEDROOM 312'-0" x 12'-10"

W/HT RC

OPTIONALSTACKEDW/D
2-BAY GARAGE20'-1" x 20'-1"
SLEEPING12'-6" x 12'-2"
T R
C
W/H
E.LIVING7'-3" x 8'-4"
UP

OPTIONALSTACKEDW/D
2-BAY GARAGE20'-1" x 20'-1"
SLEEPING12'-6" x 12'-2"
TRW/H
E. LIVING7'-3" x 8'-4"
UP

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B 6-UNIT BUILDING | FIRST FLOOR

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 431 SQ. FT.834 SQ. FT.955 SQ. FT.2220 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
855 SQ. FT.
721 SQ. FT.2019 SQ. FT.

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 431 SQ. FT.
834 SQ. FT.
955 SQ. FT.2220 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

A2.10
251
BEDROOM 210'-9" x 11'-1"

KITCHEN
PANTRY
D/W
REF
FP
GREAT ROOM15'-5" x 14'-8"
DINING11'-1" x 11'-1"
BALCONY11'-6" x 8'-5"
UP
DN
OPT.UPPERS/SHELVING
OPT.WINE

OVEN/MICRO
PANTRY
KIT.

FP
D/W
GREAT ROOM19'-1" x 15'-0"
DINING16'-3" x 9'-2"
BALCONY12'-4" x 8'-9"
DN

OPTIONAL UPPERS
REF
UP

OVEN/MICRO
PANTRY
KIT.

FP
D/W
GREAT ROOM19'-1" x 15'-0"
DINING16'-3" x 9'-2"
BALCONY12'-4" x 8'-9"
DN

OPTIONAL UPPERS
REF
UP

OVEN/MICRO
BEDROOM 210'-9" x 11'-1"

KITCHEN
PANTRY
D/W
REF
FP
GREAT ROOM15'-5" x 14'-8"
DINING11'-1" x 11'-1"
BALCONY11'-6" x 8'-5"
UP
DN
OPT.UPPERS/SHELVING
OPT.WINE

OVEN/MICRO

REFPANTRY
D/W

KITCHEN
DINING14'-0" x 13'-1"
GREAT ROOM15'-5" x 16'-0"
BALCONY20'-7" x 8'-11"
FP
DN
UP

OVEN/MICRO

REFPANTRY
D/W

KITCHEN
DINING14'-0" x 13'-1"
GREAT ROOM15'-5" x 16'-0"
BALCONY20'-7" x 8'-11"
FP
DN
UP

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B 6-UNIT BUILDING | SECOND FLOOR

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 431 SQ. FT.834 SQ. FT.955 SQ. FT.2220 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
855 SQ. FT.
721 SQ. FT.2019 SQ. FT.

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 431 SQ. FT.
834 SQ. FT.
955 SQ. FT.2220 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

A2.11
252
SEAT
GRAND SUITE12'-6" x 15'-1"
DN
LINEN
W
D

LINENLAUNDRY
LOFTBEDROOM 4/
9'-8" x 10'-1"BEDROOM 210'-1" x 10'-1"
21'-4" HNG
GRAND SUITE12'-7" x 17'-1"
SEAT

HIGH GLASS
LOFT14'-6" x 11'-9"

OPEN TOBELOW
DN

LAUNDRY
WD
LINEN
23'-2" HNG
SEAT
GRAND SUITE12'-6" x 15'-1"
DN
LINEN
W
D

LINENLAUNDRY
LOFTBEDROOM 4/
9'-8" x 10'-1"BEDROOM 210'-1" x 10'-1"
21'-4" HNG
GRAND SUITE12'-7" x 17'-1"
SEAT

HIGH GLASS
LOFT14'-6" x 11'-9"

OPEN TOBELOW
DN

LAUNDRY
WD
LINEN
23'-2" HNG

LAUNDRY
GRAND SUITE13'-3" x 14'-0"
BEDROOM 210'-9" x 10'-1"
BEDROOM 310'-9" x 10'-2"
LINEN\COFFEE
DN
W D
LINEN

03.18.2025
NOTE: SQUARE FOOTAGE MAY VARY BASED ON CALCULATION METHODSALISO VIEJO, CALIFORNIA SSC2402B 6-UNIT BUILDING | THIRD FLOOR

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 431 SQ. FT.834 SQ. FT.955 SQ. FT.2220 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

UNIT ONEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
855 SQ. FT.
721 SQ. FT.2019 SQ. FT.

UNIT THREEFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING 431 SQ. FT.
834 SQ. FT.
955 SQ. FT.2220 SQ. FT.

UNIT TWOFIRST FLOORSECOND FLOORTHIRD FLOORTOTAL LIVING
443 SQ. FT.
854 SQ. FT.
910 SQ. FT.2207 SQ. FT.

A2.12
253

LANDSCAPE DESIGN IMAGERY

ALISO VIEJO, CAALISO VIEJO -

02.19.25L-1Collaborative
L-1
254

P A C I F I C P A R K D R
7 7
7 8 8
7 9
9 6
6 6
JOURNEY .

ALISO CREEK RD
LEGEND
Project Entry with Monument and Accent PavingExisting Slope to remain Rec Center
• Pool (18’x32’)• Lounge SeatingKids Play Area
• Playground• Benches• Play EquipmentDog Park
Sideyard
Courtyard with Lawn and Accent Tree
Paseo with Flower Tree
Specimen Tree
11 1
2 2
2 2
3 3
6789
4 4
5 5

ALISO VIEJO, CAALISO VIEJO -

02.19.25L-2Collaborative
0 15’ 30’ 60’
Scale: 1”= 30’-0”CONCEPTUAL LANDSCAPE PLAN
L-2
255
P2
P2
P2
P2
P2
P2
P2 P3
P2
P1
P2
P1
P3
P2
P1
P2
P1(AFF)P3P4P5
P1(AFF)P3P4P5
P3P2P1P2 P3P2P1
P3 P3
P1(AFF)P3P4P5 P1(AFF)P3
P1(AFF)P3P4P5
P5
P5P1(AFF)
P1(AFF) P3 P4 P5
P3P2P1P2 P3P2P1P2
P3 P3
P3P2P1P2 P3P2P1P2
P3 P3P2P1 P3P2P1P2P1
PREPARED FOR:PREPARED BY:

LEGEND
27051 Towne Centre Drive, Suite 270Foothill Ranch, CA 92610 (949) 716-7460 8''S
8''DW

SD SD SD SD
C-1
256

Ma rc h 20, 2025

Ms . Ki m,

On behalf of Shea Homes LP (A pplicant), attached i s an appli cati on f or a resi denti al dev elopment to be located at 27081 A liso Creek Road.

T he proj ect si te i s approx i mately 8.44 gross acres and i s currently compri sed of three two - story office buildings, paved surface parking lots, and landscaping.

This letter provides a description of the proposed project.

We look forward to working with you throughout this entitlement process. I f you have any questions or need any additional information, please contact me at emi li e.si [email protected] or 949-244-7172.

R espectf ully,

Em ilie Sim a rd
Director of Forward Planning
Shea Homes Southern California

257

Exis ting Prope rty De s c ription

T he Subject Property consists of Parcel No. 632 -124-08, which totals approx i mately 8.44 acres of land dev eloped wi th three two-story commerci al offi ce bui ldi ngs totaling 35,568, 49,538, and 40,060 square feet, constructed in 1999. Each building is serv i ced by a hy drauli c elev ator. R emai ni ng areas of the Subj ect Property consist of paved parki ng, outdoor seati ng, and landscaped areas. T he Subj ect Property i s occupi ed by Spy glass Pharma, A meri can A ssoci ati on of Cri ti cal Care Nurses, and GetD andy for commerci al offi ce space.

Spyglass Pharma, an ophthalmic biotechnology company, a dditiona lly, has operated a drug deli v ery research and development laboratory in the 27081building since 2024.

Ex isting L and Use and Z oning Designations
General Plan Professi onal Offi ce
Z oning Professional Office (No Mixed-U se Ov erlay )

258

Proposed Project

T he proposed project scope will include the demolition of the ex isting office buildings, along with surface parking lots, to aid the construction of 137 three -story, for-sale resi denti al uni ts. T here will be two proposed product ty pes, whi ch wi ll accommodate v ari ous buy er profi les: Row T ownhomes and Garden Court Homes, p roviding the av erage densi ty of 19.9 dwelli ng uni ts per acre (net).

Proposed L and Use and Z oning Designations

General Plan Re s ide ntia l High De ns ity (RHD)
Z oning Re s ide ntia l High De ns ity (RHD)

Housing

T ownhomes – 70 three -story townhomes are provided

T ownhomes:

Floor Plan Square Footage Bedroom/Bedroom Number of Units Plan 1 2,019 SF 3BR / 3BA 15
Plan 2 2,207 SF 4BR / 4BA 27
Plan 3 2,179 SF 4BR / 4BA 28

Garden Courts – 67 three -s tory Garden Courts are provided

Garden Courts:

Floor Plan Square Footage Bedroom/Bedroom Number of Units Plan 1 (Affordable) 1,102 SF 2BR / 3BA 14
Plan 2 1,456 SF 3BR / 3BA 14
Plan 3 1,626 SF 3BR / 3BA 14
Plan 4 1,804 SF 3BR / 4BA 11
Plan 5 2,186 SF 4BR / 4BA 14

A ffordable Housing

Required affordable housing will be attained b y p rovid ing 5% Ve ry Lo w-I ncome units, allocating a total of sev en units to wards the City’s RNHA numbers. A lthough within legal rights through State Density Bonus L aw, Shea Homes will not be seeki ng concessi ons or wai v ers from the Ci ty in ex change for providing affordable housing.

Site Planning

T he subj ect parcel i s predomi nantly flat, wi th surface drai nage di rected northwest toward Paci fi c Park. Th e proposed grading plan will maintain the ex isting drainage patterns by incorporating a series of high and low points to create sump conditions, a s we ll a s utilizing e xis ting v-di tches, effecti v ely channeli ng stormwater to catch basi ns or an alternati v e capture sy stem. T he collected stormwater wi ll prima rily outlet to the north in Paci fi c Park D ri v e, whi ch wi ll necessi tate a new publi c lateral from the e xis ting line in Pac ific Pa rk Drive. T here wi ll be a secondary outlet to the south, di schargi ng to A li so Creek Parkway. 259

Utility connections are planned within Paci f i c Park Drive and at the roundabout south of the subject property.

T he project will be served by a looped water main with connections in Pacific Park and the roundabout at the south property line. E ach home i s ex pected to hav e an i ndi v i dual water meter wi th pri v ate serv i ce connecti ons.

T he sewer mai nli ne wi ll connect i n A li so Creek Parkway followi ng the replacement of the ex i sti ng sewer li ne i n the shared driv e. T he point of connection to service this development will connect in the roundabout at the south property line .

A pri mary entry off Paci fi c Park D ri v e wi ll welcome resi dents and guests wi th upgraded accent pav i ng, whi le the ex i sti ng south roundabout entry wi ll be preserv ed and enhanced to mai ntai n seamless ci rculati on.

T he si te plan preserv es the ex i sti ng access poi nts from Paci fi c Park D ri v e and the roundabout access to the south, leadi ng to a 26- 28-foot-wi de i nteri or roadway . Th e m a in e ntry d rive widens to a total of 31 -feet to accommodate parallel parki ng along the easterly si de of the road. T he mai n looped i nteri or dri v e ai sle and secondary 24-foot alley way s wi ll prov i de rear-loaded garage access to all uni ts. Gi v en that the rear elev ati ons of the bui ldi ngs wi ll face the i nteri or of the si te, speci al attenti on has been gi v en to enhanci ng the v i sual appeal by donning the rear elev ati ons wi th siding and stone claddi ng , as well a s softening hardscape elements through strategi c landscapi ng.

T o acti v ate the street frontage along Paci fi c Park D ri v e and A li so Creek Parkway, buildings are oriented forward, enhanci ng the streetscape presence. Frontage improvements will promote pedestrian connectivity to encourage walkabi li ty to nearby retai l and entertai nment spaces. T he garden court bui ldi ngs meani ngfully open to the interior of the site, offering relief in massing and opening landscaped pedestrian space to the community.

D esi gned wi th an emphasi s on recreati on and gatheri ng spaces, the communi ty wi ll i nclude:

 A central recreati on area featuri ng a pool, BBQ a re a , and lounge seating  A tot lot and play ground, complete wi th play equi pment, benches, and shaded areas  A dedi cated dog reli ef area, prov iding a pet-friendly amenity for residents.  Courtyards with seati ng and accent landscapi ng, of feri ng serene green spaces throughout.  Pav ed walkway s wi th trees and speci men planti ngs, enhanci ng the community’ s visual appeal and wa lka bility.

Each townhome is designed for indoor -outdoor living, featuring spacious private balconies. Th e proj ect maintains a minimum 20 -foot setback from all project boundaries. P arki ng requi rements are sati sfi ed b y prov i di ng 2.5 spaces per home, whi ch amounts to 83 surface parki ng spaces. T he remai ni ng 191 spaces wi ll be conv ey ed v i a enclosed 2-car, si de-by-s ide garages.

California Environmental Quality A ct (C EQ A)

Shea Homes will be contracting Carlson L and Solutions to prepare a n IS/ MND to include all techni cal studi es for City re vie w.

260

Proposed Entitlements

T he proj ect si te currently has the land use designation and zoning of Professional Office. T he proposed project will e xis t s ole ly of re s identia l units, changing the land use and zoning to High Density R esidential (RHD)

The followi ng enti tlements are requested :
 General Plan A mendment - PO to Residential High Density (RHD)  Z one Change - PO to R esi denti al Hi gh D ensi ty (R HD )  D ev elopment A greement
 T entati v e T ract M ap
 Si te D ev elopment Permi t
 I ni ti al Study / M i ti gated Negati v e D eclarati on

*T o note, the projec t will be providing affordable housing in accordance with the State Density Bonus L aw (SDBL) and will not be requesting concessions or wai v ers of dev elopment standards , as legally offered b y SDBL.

A gain, we look forward to working with you throughout this entitlement process. I f you have any questions or need any addi ti onal i nformati on, please contact me at emi li e.si [email protected] or 949-244-7172.

R espectfully ,

Emilie Sima rd
Director of Forward Planning
Shea Homes Southern California

261
27081 Aliso Creek Road
Concept Review
262
Existing Site
2 263
Site Layout
3 Existing (T wo-Story Offices) Proposed (137-unit Townhomes) 264
Proposed Project
4 265
60367.01100\34434765.2
City of Aliso Viejo

AGENDA ITEM
DATE: May 7, 2025
TO: Mayor and City Council
FROM: Shaun Pelletier, Director of Public Works/City Engineer SUBJECT: BIKE LANE DISCUSSION
Recommended Actions:

1. Receive Staff presentation; and

2. Provide direction to Staff regarding bike lane improvement implementation timeline.

Fiscal Impact:

There is no fiscal impact for this report.

Background:

Staff presented the potential bike lane improvement options to City Council on February 5, 2025. During that discussion, three key decisions were made.  Implement the current Manual on Uniform Traffic Control Devices bike lane standards utilizing the green paint option.
 Include a striped buffer zone where the existing lane configuration allows for it.  Do not include any physical barriers within the buffer zone.

Staff was directed to compare implementation costs with and without a concurrent pavement rehabilitation project, as well as long-term maintenance costs.

Discussion:

Estimating and quantifying the cost of a project like this is challenging without a clearly defined plan that allows for obtaining quotes. Pricing tends to fluctuate year over year, as well as depending on the specific scope of each project. To provide a reliable analysis, staff has used current bid pricing from local projects.

Whether the bike lane improvements are implemented as part of a concurrent street project or as a standalone project, there are additional costs when using green paint 266
60367.01100\34434765.2

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Aliso Viejo City CouncilMay 7, 2025

Aliso Viejo City Council
May 7, 2025