Agenda packet — Aliso Viejo City Council, September 17, 2025

AGENDA

ALISO VIEJO CITY COUNCIL
WEDNESDAY, SEPTEMBER 17, 2025
6:00 PM CLOSED SESSION
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 Chamber s. 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 sched uled 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 Special Meeting

PUBLIC COMMENTS:

CLOSED SESSION:

PUBLIC EMPLOYEE PEFORMANCE EVALUATION
Pursuant to Government Code Section 54957
Title: City Attorney

CALL TO ORDER: Convene Regular Meeting

ROLL CALL

PLEDGE OF ALLEGIANCE:

REPORT FROM CLOSED SESSION:

1. SPECIAL PRESENTATIONS:

1.1 RECOGNITION OF THE ALISO VIEJO GIRLS SOFTBALL (AVGS) ALL STARS

1.2 BUSINESS OF THE MONTH - URBANE CAFÉ

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 discussio n 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 wi ll be discussed and voted upon immediately following City Council action on the remainder of the Consent Calendar.
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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 August 20, 2025 Special and Regular Meetings.

Draft Minutes - September 3, 2025 Special Meeting
Draft Minutes - September 3, 2025 Regular Meeting

4.3 ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between August 15, 2025, and August 28, 2025, in the amount of $386,683.42.

Staff Report
Attachment 1 - Accounts Payable Report

4.4 TREASURER'S STATEMENT - JULY 2025
Recommended Action: Receive and file the July 2025 Treasurer’s Statement.

Staff Report
Attachment 1 - July 2025 Treasurer’s Statement

4.5 SECOND READING AND ADOPTION OF ORDINANCE AMENDING SECTIONS

9.02.030 AND 9.04.090 OF THE ALISO VIEJO MUNICIPAL CODE RELATING TO

OVERSIZED VEHICLE PARKING AND DETERMINING THE ORDINANCE TO BE

EXEMPT FROM CEQA
Recommended Action: Consider and adopt an Ordinance entitled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, AMENDING SECTIONS 9.02.030 and 9.04.090 OF THE ALISO VIEJO MUNICIPAL CODE RELATING TO OVERSIZED VEHICLE PARKING; AND FINDING

THE ACTION TO BE EXEMPT FROM CEQA UNDER CEQA GUIDELINES SECTIONS 15060 AND 15061.

Staff Report
Attachment 1 - Ordinance

4.6 RELEASE OF BONDS FOR THE GRADING AND LANDSCAPING IMPROVEMENTS FOR THE ST. MARY’S GRADING AND LANDSCAPING PROJECT
Recommended Action: Adopt a resolution exonerating Grading Surety Bond No. 72BCSJB9767 and Landscaping Surety Bond No. 72BCSJB9771 for the St. Mary’s Grading and Landscaping Project.

Staff Report
Attachment 1 - Resolution

4.7 ADOPTION OF THE 2024 -2025 CONSOLIDATED ANNUAL PERFORMANCE AND

EVALUATION REPORT (CAPER) FOR EXPENDITURES OF COMMUNITY

DEVELOPMENT BLOCK GRANT (CDBG) FUNDS

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Recommended Action:

1. Find that the 2024 -2025 Consolidated Annual Performance and Evaluation Report (CAPER) is not subject to the California Environmental Quality Act (CEQA) because the activity is not a project as defined in Section 15378 (b)(5) of the State CEQA Guidelines;

2. Approve and adopt the 2024-2025 CAPER; and

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

Staff Report
Attachment 1 - 2024-25 CAPER

4.8 RESOLUTION AMENDING THE CITY EMPLOYEE SALARY SCHEDULE TO

REFLECT THE FIRST AMENDMENT TO CITY MANAGER EMPLOYMENT

AGREEMENT
Recommended Action: Adopt a Resolution amending the City employee salary schedule to reflect the First Amendment to City Manager Employment Agreement between the City of Aliso Viejo and Mitzi Ortiz adopted on September 3, 2025, and memorializing the terms of her continued employment in the position of City Manager.

Staff Report
Attachment 1 - Resolution
Attachment 2 - Salary Schedule

5. PUBLIC HEARINGS: None

6. DISCUSSION:

6.1 COMMUNITY YOUTH PRESENTATION, PROPOSAL, AND DISCUSSION TO BUILD

A PUMP TRACK IN ALISO VIEJO (DUNCAN) - VERBAL PRESENTATION ONLY Recommended Action: Receive and file.

6.2 EMPLOYEE MONTHLY HEALTH BENEFIT ALLOWANCE
Recommended Action: Adopt a Resolution approving an increase to the employee monthly health benefit allowance for Plan Year 2026.

Staff Report
Attachment 1 - Resolution

7. CITY MANAGER' S REPORT:

8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:

9. ADJOURNMENT:

The next regularly scheduled City Council meeting is October 1, 2025.

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Special Meeting Minutes

CITY OF ALISO VIEJO

CITY COUNCIL MINUTES

SPECIAL MEETING
September 3, 2025, 6:30 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 6:30 p.m.

ROLL CALL:

PRESENT: MAYOR TIFFANY ACKLEY

MAYOR PRO TEM MAX DUNCAN
COUNCILMEMBER RICHARD W. HURT (via teleconference)

COUNCILMEMBER MIKE MUNZING
COUNCILMEMBER TIM A. ZANDBERGEN

ABSENT: NONE

STAFF PRESENT: MITZI ORTIZ, CITY MANAGER

HONGDAO NGUYEN, ASSISTANT CITY ATTORNEY

ANN EIFERT, FINANCIAL SERVICES DIRECTOR

PUBLIC COMMENTS:

None.

CLOSED SESSION:

CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54956.6
Agency Designated Representatives: City Manager and City Attorney Unrepresented Employees: All Employees

REPORT FROM CLOSED SESSION:

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

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Special Meeting Minutes

ADJOURNMENT: Mayor Ackley adjourned the meeting at 7:02 p.m. to the September 3, 2025 Regular Council Meeting.

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
SEPTEMBER 3, 2025, 7:00 PM
Council Chambers, City Hall, 12 Journey
Aliso Viejo, California

CALL TO ORDER: Mayor Ackley called the Regular Meeting of the City Council of the City of Aliso Viejo to order at 7:05 p.m.

ROLL CALL

PRESENT: MAYOR TIFFANY ACKLEY

MAYOR PRO TEM MAX DUNCAN
COUNCILMEMBER RICHARD W. HURT (via teleconference)

COUNCILMEMBER MIKE MUNZING
COUNCILMEMBER TIM A. ZANDBERGEN

STAFF PRESENT: MITZI ORTIZ, CITY MANAGER

HONGDAO NGUYEN, 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

PLEDGE OF ALLEGIANCE: City Manager Mitzi Ortiz led the pledge of allegiance.

REPORT FROM CLOSED SESSION:

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

1. SPECIAL PRESENTATIONS:

None.

2. ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:

None.
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Regular Meeting Minutes

3. COMMUNITY INPUT:

1. Jennifer Hedgecock expressed speed traffic and safety concerns on Sanborn, requesting a stop sign and speedbumps near the school.

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 5-0.

4.1 WAIVE THE READING OF ALL ORDINANCES AND RESOLUTIONS

Recommended Action: Approve the reading by title only of all ordinances and resolutions wherein the titles appear on the public agenda; said titles shall be determined to have been ready by title, and further reading is waived.

4.2 APPROVAL OF MINUTES

Recommended Action: Approve the minutes as submitted for the August 20, 2025 Special and Regular Meetings.

4.3 ACCOUNTS PAYABLE

Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between August 1, 2025, and August 14, 2025, in the amount of $1,574,069.68.

4.4 AGREEMENT WITH PRECISION CONCRETE CUTTING FOR SIDEWALK

ASSESSMENT AND TRIP HAZARD REMOVAL SERVICES

Recommended Action:

1. Approve an agreement with Precision Concrete Cutting to perform sidewalk assessment and trip hazard removal services for a term of 3 years and total compensation amount of $150,000; and

2. Authorize the City Manager to execute the agreement.

4.5 SECOND AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT WITH KOSMONT & ASSOCIATES, INC. TO PROVIDE ECONOMIC DEVELOPMENT

CONSULTING SERVICES

Recommended Action: Authorize the City Manager to execute a second amendment to the Professional Services Agre ement with Kosmont & Associates, Inc., to increase the total compensation by $50,000 for continued economic development consulting services.

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Regular Meeting Minutes

5. PUBLIC HEARINGS:

None.

6. DISCUSSION:

6.1 HUMMINGBIRD LANE AD HOC FOLLOW UP REPORT

City Manager Mitzi Ortiz introduced Public Works Director Shaun Pelletier, who provided an overview. Staff responded to questions regarding alternative traffic calming measures, park-related traffic, bus zones, and estimated project costs.

Recommended Action: Direct Staff how to proceed with Hummingbird Lane traffic improvements.

Motion: Councilmember Munzing moved and Mayor Pro Tem Duncan seconded to add no additional striping on Hummingbird Lane. Motion carried 5-0.

Motion: Councilmember Zandbergen moved and Councilmember Munzing seconded to install painted bus zones. Motion carried 4-1, with Councilmember Hurt dissenting.

6.2 ORDINANCE AMENDING SECTIONS 9.02.030 and 9.04.090 OF THE ALISO VIEJO

MUNICIPAL CODE RELATING TO OVERSIZED VEHICLE PARKING AND

DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA

City Manager Mitzi Ortiz introduced Assistant City Attorney HongDao Nguyen , who provided an overview. Staff responded to questions regarding types and dimensions of recreational vehicles, the definition and allowable time for loading and unloading, and enforcement measures.

Recommended Action: Introduce for first reading an ordinance, entitled: AN

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, AMENDING SECTIONS 9.02.030 and 9.04.090 OF THE ALISO VIEJO MUNICIPAL CODE RELATING TOO VERSIZED VEHICLE PARKING; AND FINDING THE ACTION TO BE EXEMPT FROM CEQA UNDER CEQA GUIDELINES SECTIONS 15060 AND 15061.

Motion: Mayor Pro Tem Duncan moved and Councilmember Hurt seconded to approve the recommended actions. Motion carried 5-0.

6.3 EMPLOYMENT AGREEMENT FOR AN INTERIM APPOINTMENT TO THE POSITION

OF HUMAN RESOURCES MANAGER

City Manager Mitzi Ortiz provided an overview. Staff responded to questions regarding the recruitment of the Human Resources Manager, priorities, and projects.

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Regular Meeting Minutes
Recommended Action: Adopt Resolution No. 2025-14 approving and authorizing the City Manager to execute an agreement with retired annuitant Laura Stover for the interim appointment to the position of Human Resources Manager in compliance with Government Code Section 21221(h).

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

6.4 APPROVAL OF FIRST AMENDMENT TO CITY MANAGER EMPLOYMENT

AGREEMENT

City Manager Mitzi Ortiz introduced Assistant City Attorney HongDao Nguyen , who provided an overview. The City Council expressed their appreciation and offered positive remarks regarding City Manager Ortiz.

Recommended Action: That the Council approve the First Amendment to City Manager Employment Agreement between the City of Aliso Viejo and Mitzi Ortiz memorializing the terms of her continued employment in the position of City Manager.

Motion: Councilmember Munzing moved an d Mayor Pro Tem Duncan seconded to approve the recommended actions. Motion carried 5-0.

7. CITY MANAGER' S REPORT:

City Manager Mitzi Ortiz announced registration for fall recreation classes and programs; Red Cross Blood Drive on September 10, 2025, from 12:00 p.m. to 6:00 p.m. at Aliso Viejo Ranch; Health and Safety Fair to be held at Aliso Viejo Ranch on Saturday, September 13, 2025, from 9:00 a.m. to 11:00 a.m.; Aliso Viejo Trails and Creek Cleanup Event to be held on Saturday, September 20, 2025, from 8:00 a.m. to 11:00 a.m.

8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:

Councilmember Munzing:
 Attended OCFA Emergency Board Meeting

Councilmember Zandbergen:
 Attended SJHTCA Board Meeting as alternate

Councilmember Hurt: None

Mayor Pro Tem Duncan:
 Commented on back to school
 Announced upcoming pump track presentation at the next City Council meeting

Mayor Ackley:
 Commented on the significance of 9/11

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Regular Meeting Minutes

9. ADJOURNMENT: Mayor Ackley adjourned the meeting at 7:47 p.m. to the regularly scheduled City Council meeting of September 17, 2025.

Respectfully submitted: Approved by:

________________________ ________________________

JANET MARTINEZ TIFFANY ACKLEY

CITY CLERK MAYOR
11 City of Aliso Viejo

AGENDA ITEM

DATE: September 17, 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 August 15, 2025, and August 28, 2025, in the amount of $386,683.42.

Fiscal Impact:

Expenditures in the amount of $386,683.42.

Background:

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

Discussion:

The attached registers containing checks and electronic funds transfers issued between August 1 5, 202 5, and August 28, 2025, for $386,683.42, are being p resented 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
12 Accounts Payable
Description (Item)Vendor Name Amount
101 - GENERAL FUND
SEP'25 LIFE INSURANCEUNITED OF OMAHA LIFE INSURANCE CO. 1,587.19 JUN'25 BBK CELLULARBEST BEST & KRIEGER 910.00
JUL'25 LANDSCAPE CONSULTANT SERVICES-THE COVINGTONRJM DESIGN GROUP INC 390.00 JUL'25 CAA KAISER GRADING - R.BRUNELLCHARLES ABBOTT ASSOC INC 1,338.75 JUL'25 CAA SCE - R.BRUNELLCHARLES ABBOTT ASSOC INC 630.00 JUL'25 CAA ST MARY'S GRADING - R.BRUNELLCHARLES ABBOTT ASSOC INC 577.50 JUL'25 CAA COX - R.BRUNELLCHARLES ABBOTT ASSOC INC 367.50 JUL'25 CAA MNWD - R.BRUNELLCHARLES ABBOTT ASSOC INC 262.50 JUL'25 CAA ATT - R.BRUNELLCHARLES ABBOTT ASSOC INC 105.00 JUL'25 SOLID WASTE FRANCHISE AUDITHF&H CONSULTANTS LLC 4,392.25 2019-1209_27061 ALISO CREEK RD_HOWARD BUILDING CO.HOWARD BUILDING CORPORATION 1,500.00 12,060.69

ECONOMIC DEVELOPMENT
8/1/25-7/31/26 COMMERCIAL REAL ESTATE SUBSCRIPTIONCOSTAR REALTY INFORMATION, INC 5,455.80 JUL'25 BOTM-REGUS/UFO & AUG'25 BOTM-MARUGAME UDONERIC WINTER 1,645.94 ECONOMIC DEVELOPMENT TOTAL: 7,101.74

HUMAN RESOURCES
SEP'25 LIFE INSURANCE -PCUNITED OF OMAHA LIFE INSURANCE CO. 56.77 HUMAN RESOURCES TOTAL: 56.77

CITY CLERK
AVMC-WEB FEES/UPDATE/HOSTING/ENHANCEMENTSICC GENERAL CODE, INC 1,040.00 LL 6/26 BBK LAW - BROWN ACT WEBINAR-L TORRESUS BANK PURCHASING CARD PROGRAM 75.00 LL 7/17 LA TIMES - DIGITIAL SBSCPTN/4 WKSUS BANK PURCHASING CARD PROGRAM 5.92 LL 7/16 OC REGISTER - DIGITIAL SBSCPTN/4 WKSUS BANK PURCHASING CARD PROGRAM 26.00 CITY CLERK TOTAL: 1,146.92

INFORMATION TECHNOLOGY
MAY'25 IT OFFICE SUPPLIESSTAPLES ADVANTAGE 450.15
JUL'25 IT OFFICE SUPPLIESSTAPLES ADVANTAGE 715.61
8/01/25-7/31/26 ARCGIS ANNUAL SUBSCRIPTIONENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE INC 3,598.49 SIDEKICK WI-FI TESTING HARDWARESHI INTERNATIONAL CORP 4,342.65 6/19/25-6/18/26 SIDEKICK WIFI LICENSESHI INTERNATIONAL CORP 5,957.43 FY25-26 SENTINEL ONE END POINT PROTECTIONSHI INTERNATIONAL CORP 9,311.00 8/25/25-8/24/26 MANAGE ENGINE OS DEPLOYER ANNUALSHI INTERNATIONAL CORP 1,861.87 8/12/25-8/11/26 ADOBE ENT LICENSE CHSHI INTERNATIONAL CORP 7,968.11 7/29/25-7/28/26 GOTO RESOLVE PREMIUMGOTO TECHNOLOGIES USA, INC 2,604.00 INFORMATION TECHNOLOGY TOTAL: 36,809.31

NON-DEPARTMENTAL
JUL'25 RICOH 2504EX FRONT COUNTER PRINTS (4456)RICOH USA 77.87 MAY-JUL'25 RICOH 2504EX SUITE 200 PRINTS (2936)RICOH USA 50.56 AUG'25 RICOH RSI CLOUD SUBSCRIPTION (SW1860708)RICOH USA 24.31 JUL'25 CH & STE 200 FIRST AID MAINT & SUPPLIESCINTAS CORPORATION NO. 2 195.22 AUG'25 CH & STE 200 FIRST AID MAINT & SUPPLIESCINTAS CORPORATION NO. 2 197.13 JUN'25 VEHICLE FUELVOYAGER FLEET SYSTEMS INC 396.80
JUL'25 VEHICLE FUELVOYAGER FLEET SYSTEMS INC 434.50
FY25-26 ASCAP MUSIC LICENSEASCAP (AMERICAN SOCIETY OF COMPOSERS, AUTHORS & P… 450.50 LL 7/01 CMCA - CONF 4/29-5/1/26 PRE-REG_L LONGUS BANK PURCHASING CARD PROGRAM 650.00 LL 7/11 COSTCO - INSTACART SAME-DAY DELIVERYUS BANK PURCHASING CARD PROGRAM 179.22 LL 6/27 PRIMO BRANDS-WATER FILTRATION/BREWERSUS BANK PURCHASING CARD PROGRAM 62.75 LL 7/03 PRIMO BRANDS-SPKLTTS BTL WTR DEL/10 CASESUS BANK PURCHASING CARD PROGRAM 107.71 LL 7/16 OC WINE MART - CC MTG 7/16 DINNERUS BANK PURCHASING CARD PROGRAM 300.07 5/29/25-8/28/25 POSTAGE MACHINE LEASEQUADIENT LEASING USA INC 590.39 NON-DEPARTMENTAL TOTAL: 3,717.03
C. S. ADMINISTRATION
DEP - 2025 AV HOLIDAY TREE PLATFORMSPECIAL EVENT CONTRACTORS LLC 5,839.75 13 Description (Item)Vendor Name Amount
50%DEPOSIT-2025 TREE INSTALL/CLEANUP/SNOW MACHINESTROVAO AND ASSOCIATES INC 8,990.00 JUL'25 SMP R&CS CONTRIBUTION TRANSPORTATION SVCOCY MANAGEMENT, LLC 504.00 LL 6/23 FACEBOOK - ADS-SUMMER FUNUS BANK PURCHASING CARD PROGRAM 36.06 C. S. ADMINISTRATION TOTAL: 15,369.81

IGLESIA PARK
AUG'25 LANDSCAPE MAINT-IRRIGATION REPAIR IGLESIANIEVES LANDSCAPE INC 980.45 7/09/25-8/11/25 MTR#4114 IGLESIA PARK WATEREL TORO WATER DISTRICT 1,123.90 7/09/25-8/11/25 MTR#3499 IGLESIA PARK WATEREL TORO WATER DISTRICT 1,239.32 IGLESIA PARK TOTAL: 3,343.67

IGLESIA BUILDING
JUL'25 IGLESIA JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 1,064.00 AUG'25 IGLESIA JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 1,064.00 JUL'25 IGLESIA ACCESS CONTROLSONITROL ORANGE COUNTY LLC 114.86 AUG'25 IGLESIA ACCESS CONTROLSONITROL ORANGE COUNTY LLC 114.86 7/09/25-8/11/25 MTR#5016 IGLESIA PARK BLDG WATEREL TORO WATER DISTRICT 331.87 IGLESIA BUILDING TOTAL: 2,689.59

PLANNING
JUL'25 PLNG OFFICE SUPPLIESSTAPLES ADVANTAGE 149.58
PLANNING TOTAL: 149.58

BUILDING
JUL'25 CAA CONTRACT SERVICES - BUILDINGCHARLES ABBOTT ASSOC INC 63,520.45 BUILDING TOTAL: 63,520.45

CODE ENFORCEMENT
JUL'25 CAA CONTRACT SERVICES - CODE ENFORCEMENTCHARLES ABBOTT ASSOC INC 8,330.00 CODE ENFORCEMENT TOTAL: 8,330.00

ENGINEERING (GENERAL)
PUMP MOTOR FOR CLARIFIER AT TREATMENT FACILITYBARRETT ENGINEERED PUMPS 3,455.24 JUL'25 CAA NPDES SERVICESCHARLES ABBOTT ASSOC INC 13,185.00 JUL'25 CAA SOLID WASTE SERVICESCHARLES ABBOTT ASSOC INC 3,545.00 ENGINEERING (GENERAL) TOTAL: 20,185.24

STREET MAINTENANCE
JUL'25 PVM STREET MAINTENANCE MOE TAXPV MAINTENANCE INC 30,695.63 JUL'25 CAA STREET INVESTIGATIONSCHARLES ABBOTT ASSOC INC 7,638.75 STREET MAINTENANCE TOTAL: 38,334.38
GENERAL FUND TOTAL: 212,815.18
102 - GEN. FD-CITY HALL

NON-DEPARTMENTAL
JUL'25 CH JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 3,400.00 AUG'25 CH JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 3,400.00 JUL'25 CH ACCESS CONTROLSONITROL ORANGE COUNTY LLC 639.87 JUL'25 CH INTRUSION DETECTIONSONITROL ORANGE COUNTY LLC 400.80 AUG'25 CH ACCESS CONTROLSONITROL ORANGE COUNTY LLC 639.87 AUG'25 CH INTRUSION DETECTIONSONITROL ORANGE COUNTY LLC 400.80 7/18 CH ACCESS CONTROL - SERVICE CALLSONITROL ORANGE COUNTY LLC 700.00 7/18 CH ACCESS CONTROL - TEST & INSPECTIONSONITROL ORANGE COUNTY LLC 206.88 AUG'25 CH INTERIOR PLANT MAINTENANCEFOSTERS' GARDENS INC 115.00 SEP'25 CH ASO ASSOCIATION DUESPACIFIC PARK II ASSOCIATION 611.00 JUL'25 CH ELEVATOR MAINTENANCETHURSTON ELEVATOR CONCEPTS INC 140.00 AUG'25 CH ELEVATOR MAINTENANCETHURSTON ELEVATOR CONCEPTS INC 140.00 NON-DEPARTMENTAL TOTAL: 10,794.22
GEN. FD-CITY HALL TOTAL: 10,794.22
103 - GF-AV RECREATION SERVICES

RECREATION SERVICES
APR-JUN'25 AVR BOTTLE WATER SERVICEBLUETRITON BRANDS INC 289.54 8/09 AVR DRY CLEANINGPRESTIGIOUS CLEANERS LLC 47.09
JUL'25 AVR AVCENTER AND AQC ACCESS CONTROLSONITROL ORANGE COUNTY LLC 805.81 AUG'25 AVR, AVCENTER & AQC ACCESS CONTROLSONITROL ORANGE COUNTY LLC 805.81 AUG'25 AVR INTERIOR PLANT MAINTENANCEFOSTERS' GARDENS INC 110.00 SUMMERCLASS25-SCL078/SCL600 HULA-8 PARTICIPANTSANGIE DOROTHY ABAD 277.20 14 Description (Item)Vendor Name Amount
SUMMERCLASS25-SCL030/031/052 YOGA-22 PARTICIPANTSJOY E. TORRES 1,560.00 SUMMERCLASS25-SCL049/SCL901 YOGA-9 PARTICIPANTSRUIHONG LI 441.00 SUMMERCLASS25-SCL109 KARATE-1 PARTICIPANTWADORYU USA INC 63.00 SUMMERCLASS25-SCL053 TAI CHI-10 PARTICIPANTSRONALD S. COHAN 300.00 SUMMERCLASS25-SCL089/084/085/086 SOCCER-10 PARTICI425 VENTURES, LLC 826.20 SUMMERCLASS25-SCL037/SCL034/SCL013 TENNIS-9 PARTICJOHN DAVID ALLEN JR 294.60 SUMMERCAMP25-BCL009 BEACH CAMP-3 PARTICIPANTSBEELER AQUATICS, INC 1,321.60 SUMMERCAMP25-BST007 YOUTUBE MASTERS-7 PARTICIPANTSBRAINSTORM STUDIOS, LLC 1,045.20 SUMMERCAMP25-PAE021/PAE026/LPU-28 PARTICIPANTSLAURELINDA HAUKSSON 3,621.40 SUMMERCAMP25-SKY011 FLAG FOOTBALL-11 PARTICIPANTSSKYHAWKS SPORTS ACADEMY, LLC 1,334.40 8/12/25-8/11/26 ADOBE ENT LICENSE AVRSHI INTERNATIONAL CORP 2,790.00 JUL'25 RENEWABLE FARMSAARON FLORA 20,344.05
RECREATION SERVICES TOTAL: 36,276.90
GF-AV RECREATION SERVICES TOTAL: 36,276.90
203 - GAS TAX

STREET MAINTENANCE
JUL'25 PVM STREET MAINTENANCE GAS TAXPV MAINTENANCE INC 37,516.89 JUL'25 TRAFFIC SIGNAL MAINTENANCE RESPONSEBEAR ELECTRICAL SOLUTIONS INC 10,583.00 JUL'25 TRAFFIC SIGNAL MAINTENANCE ROUTINEBEAR ELECTRICAL SOLUTIONS INC 3,225.90 7/09/25-8/11/25 MTR#5675 CALLE CORTEZ MEDIAN WATEREL TORO WATER DISTRICT 244.55 AUG'25 STREET SWEEPING SERVICESSCA OF CA LLC 11,297.00
JUL'25 ST LIGHTS & TRAFFIC CTRLRS-1SAN DIEGO GAS & ELECTRIC 200.62 JUL'25 ST LIGHTS & TRAFFIC CTRLRSSAN DIEGO GAS & ELECTRIC 2,702.17 STREET MAINTENANCE TOTAL: 65,770.13
GAS TAX TOTAL: 65,770.13
204 - MEASURE M

GEN-MEASURE M
JUL'25 M2 FUND TRANSPORTATION SVCOCY MANAGEMENT, LLC 2,016.00 GEN-MEASURE M TOTAL: 2,016.00
MEASURE M TOTAL: 2,016.00
215 - PUBLIC SAFETY GRANTS

LAW ENFORCEMENT-OTHER
JUL-SEP'25 800 MHZ COST ALLOCATIONCOUNTY OF ORANGE 7,389.26 LAW ENFORCEMENT-OTHER TOTAL: 7,389.26
PUBLIC SAFETY GRANTS TOTAL: 7,389.26
225 - INTEGRATED WASTE MGMT FD

GEN-TECHNOLOGY GRANTS
JUL'25 CAA CONTRACT SERVICES - SB1383CHARLES ABBOTT ASSOC INC 950.00 GEN-TECHNOLOGY GRANTS TOTAL: 950.00
INTEGRATED WASTE MGMT FD TOTAL: 950.00
231 - OTHER GRANTS

OTHER GRANTS
JUL'25 PLHA GRANT REIMBURSEMENT-CASE MANAGEMENTLAURA'S HOUSE 1,288.00 OTHER GRANTS TOTAL: 1,288.00
OTHER GRANTS TOTAL: 1,288.00
241 - TECHNOLOGY FUND

GEN-TECHNOLOGY GRANTS
GRANICUS WEBCAST ENCODERGRANICUS LLC 5,563.28
JUL-SEP'25 GRANICUS-WEBSTREAMINGGRANICUS LLC 4,599.56
JUL'25-CC MTG 7/16 & JUL ADMINERIC WINTER 500.84
GEN-TECHNOLOGY GRANTS TOTAL: 10,663.68
TECHNOLOGY FUND TOTAL: 10,663.68
261 - CITY FAC.-AQUATIC CENTER
FY24-25 AQC MANAGEMENT FEE RETENTION PAYMENTPREMIER AQUATIC SERVICES 14,499.60 15 Description (Item)Vendor Name Amount
JUN'25 AQC 7/29 - SALES TAXPREMIER AQUATIC SERVICES 323.32 14,822.92

GEN-AQUATIC CENTER
JUL'25 AQC POOL CHEMICALS - CHLORINE & ACIDHASA INC 1,941.52 JUL'25 AQC POOL CHEMICALS - ACIDHASA INC 131.50
AUG'25 AQC POOL CHEMICALS - CHLORINEHASA INC 1,119.47
AUG'25 AQC POOL CHEMICALS - ACIDHASA INC 161.87
FY24-25 AQC MANAGEMENT FEE BALANCE DUEPREMIER AQUATIC SERVICES 4.00 FY24-25 AQC MANAGEMENT INCENTIVE FEEPREMIER AQUATIC SERVICES 9,975.78 JUL'25 AQC JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 2,352.00 AUG'25 AQC JANITORIAL SERVICESTEAM ONE MANAGEMENT SERVICES 2,518.88 JUL'25 AQC 7/09 COSTCO - CONCESSIONSPREMIER AQUATIC SERVICES 56.47 JUL'25 AQC 7/03 COSTCO - F & B CONCESSIONSPREMIER AQUATIC SERVICES 56.41 JUL'25 AQC 7/02 RALPHS - CONCESSIONSPREMIER AQUATIC SERVICES 9.24 JUL'25 AQC 7/31 COSTCO - CONCESSIONSPREMIER AQUATIC SERVICES 94.50 JUL'25 AQC 7/09 COSTCO - CONCESSIONSPREMIER AQUATIC SERVICES 24.11 JUL'25 AQC 7/19 COSTCO - F & B CONCESSIONSPREMIER AQUATIC SERVICES 29.89 JUL'25 AQC 7/07 POOLWEB - POOL MAINTENANCEPREMIER AQUATIC SERVICES 18.72 JUL'25 AQC 7/01 JACKRABBIT - SERVICE PLATFORMPREMIER AQUATIC SERVICES 315.00 JUL'25 AQC 7/9 AMAZON - POOL MAINTENANCEPREMIER AQUATIC SERVICES 67.67 JUL'25 AQC 7/11 LESLIE'S - POOL MAINTENANCEPREMIER AQUATIC SERVICES 18.31 JUL'25 AQC 7/30 LESLIE'S - POOL MAINTENANCEPREMIER AQUATIC SERVICES 54.92 JUL'25 AQC LESLIE'S 7/24 - POOL MAINTENANCEPREMIER AQUATIC SERVICES 20.89 JUL'25 AQC 7/09 AMAZON - POOL MAINTENANCEPREMIER AQUATIC SERVICES 9.52 JUL'25 AQC 7/1 AMAZON - POOL MAINTENANCEPREMIER AQUATIC SERVICES 21.19 JUL'25 AQC 7/01 AMAZON - OFFICE SUPPLIESPREMIER AQUATIC SERVICES 174.62 JUL'25 AQC 7/9 AMAZON - OFFICE SUPPLIESPREMIER AQUATIC SERVICES 102.64 JUL'25 AQC 7/03 COSTCO - MINOR SUPPLIESPREMIER AQUATIC SERVICES 12.58 JUL'25 AQC 7/15 HASTY AWARDS - SWIM TEAM AWARDSPREMIER AQUATIC SERVICES 776.29 JUL'25 AQC 7/02 FINIS - SUMMER SWIM TEAM SUITSPREMIER AQUATIC SERVICES 696.57 JUL'25 AQC 7/25 HASTY AWARDS - SWIM TEAM AWARDSPREMIER AQUATIC SERVICES 209.67 JUL'25 AQC 7/23 AMAZON - SWIM TEAM SUPPLIESPREMIER AQUATIC SERVICES 45.24 JUL'25 AQC 7/29 META - ADVERTISINGPREMIER AQUATIC SERVICES 33.89 JUL'25 AQC 7/31 GOOGLE - ADVERTISINGPREMIER AQUATIC SERVICES 274.53 JUL'25 AQC 7/24 INDEED - ADVERTISINGPREMIER AQUATIC SERVICES 149.09 JUL'25 AQC 7/25 META - ADVERTISINGPREMIER AQUATIC SERVICES 88.43 JUL'25 AQC 7/25 META - ADVERTISINGPREMIER AQUATIC SERVICES 1.73 JUL'25 AQC 7/25 META - ADVERTISINGPREMIER AQUATIC SERVICES 79.81 JUL'25 AQC 7/24 META - ADVERTISINGPREMIER AQUATIC SERVICES 68.89 JUL'25 AQC 7/29 META - ADVERTISINGPREMIER AQUATIC SERVICES 11.89 JUL'25 AQC 7/29 META - ADVERTISINGPREMIER AQUATIC SERVICES 12.52 JUL'25 AQC 7/25 META - ADVERTISINGPREMIER AQUATIC SERVICES 15.96 JUL'25 AQC 7/24 META - ADVERTISINGPREMIER AQUATIC SERVICES 63.70 JUL'25 AQC 7/25 META - ADVERTISINGPREMIER AQUATIC SERVICES 20.67 JUL'25 AQC 7/25 META - ADVERTISINGPREMIER AQUATIC SERVICES 41.31 JUL'25 AQC 7/24 META - ADVERTISINGPREMIER AQUATIC SERVICES 36.92 JUL'25 AQC 7/24 META - ADVERTISINGPREMIER AQUATIC SERVICES 33.95 JUL'25 AQC 7/25 META - ADVERTISINGPREMIER AQUATIC SERVICES 26.53 JUL'25 AQC 7/25 META - ADVERTISINGPREMIER AQUATIC SERVICES 31.38 JUL'25 AQC 7/29 META - ADVERTISINGPREMIER AQUATIC SERVICES 36.46 GEN-AQUATIC CENTER TOTAL: 22,047.13
CITY FAC.-AQUATIC CENTER TOTAL: 36,870.05
311 - STREET IMPROVEMENTS

STREETS & HIGHWAYS
JUL'25 CITYWIDE BIKE LANE STRIPING PLAN - DESIGNRK ENGINEERING GROUP INC 1,850.00 STREETS & HIGHWAYS TOTAL: 1,850.00
STREET IMPROVEMENTS TOTAL: 1,850.00
GRAND TOTAL: 386,683.42
16 Fund Summary
Payment AmountFund Expense Amount
101 - GENERAL FUND 212,815.18212,815.18
102 - GEN. FD-CITY HALL 10,794.2210,794.22
103 - GF-AV RECREATION SERVICES 36,276.9036,276.90
203 - GAS TAX 65,770.1365,770.13
204 - MEASURE M 2,016.002,016.00
215 - PUBLIC SAFETY GRANTS 7,389.267,389.26
225 - INTEGRATED WASTE MGMT FD 950.00950.00
231 - OTHER GRANTS 1,288.001,288.00
241 - TECHNOLOGY FUND 10,663.6810,663.68
261 - CITY FAC.-AQUATIC CENTER 36,870.0536,870.05
311 - STREET IMPROVEMENTS 1,850.001,850.00
386,683.42Grand Total: 386,683.42
17 Accounts Payable Payable Dates: 08/15/2025 - 08/28/2025 8/28/2025 11:17:22 AM Page 6 of 7
Report Summary
Fund Summary
Payment AmountFund
101 - GENERAL FUND 212,815.18
102 - GEN. FD-CITY HALL 10,794.22
103 - GF-AV RECREATION SERVICES 36,276.90
203 - GAS TAX 65,770.13
204 - MEASURE M 2,016.00
215 - PUBLIC SAFETY GRANTS 7,389.26
225 - INTEGRATED WASTE MGMT FD 950.00
231 - OTHER GRANTS 1,288.00
241 - TECHNOLOGY FUND 10,663.68
261 - CITY FAC.-AQUATIC CENTER 36,870.05
311 - STREET IMPROVEMENTS 1,850.00
386,683.42Grand Total:

Account Summary
Payment AmountAccount Number Account Name
101-1203-000 ACCOUNTS RECEIVABLE 4,392.25
101-2507-000 LIFE INSURANCE PAYABLE 1,587.19
101-2602-000 PLANNING DEPOSIT 1,300.00
101-2603-000 ENGINEERING DEPOSIT 3,281.25
101-2606-000 C & D DEPOSIT 1,500.00
101-4-1502-4302-000 ECONOMIC DEVELOPM… 7,101.74
101-4-1503-4209-000 LIFE INSURANCE 56.77
101-4-1601-4520-000 MTGS/CONF./TRNG & D… 75.00
101-4-1601-4611-000 PUBLICATIONS/REF MAT… 31.92
101-4-1601-4734-000 CODIFICATION 1,040.00
101-4-3101-4481-000 COMPUTER EXPENSE 35,643.55
101-4-3101-4601-000 SUPPLIES 1,165.76
101-4-3501-4421-000 EQUIPMENT RENTAL 590.39
101-4-3501-4513-000 PRINTING 152.74
101-4-3501-4516-000 FUEL 831.30
101-4-3501-4520-000 MTGS/CONF./TRNG & D… 650.00
101-4-3501-4521-000 MEMBERSHIP & DUES 450.50
101-4-3501-4601-000 SUPPLIES 392.35
101-4-3501-4612-000 OPERATING SUPPLIES 649.75
101-4-4101-4501-000 ADVERTISING & PROMO… 36.06
101-4-4101-4524-000 RECREATION-SENIOR TR… 504.00
101-4-4101-4527-000 REC-CITY SPECIAL EVENTS 14,829.75
101-4-4102-4411-000 UTILITIES 2,363.22
101-4-4102-4431-000 BUILDING & GROUND M… 980.45
101-4-4103-4411-000 UTILITIES 331.87
101-4-4103-4431-000 BUILDING & GROUND M… 2,357.72
101-4-4401-4601-000 SUPPLIES 149.58
101-4-4402-4751-000 C.S-BUILDING 63,520.45
101-4-4403-4761-000 C.S-CODE ENFORCEMENT 8,330.00
101-4-4501-4701-000 NPDES 16,640.24
101-4-4501-4702-000 AB939-SOLID WASTE 3,545.00
101-4-4503-4771-000 C.S-STREET MAINTENAN… 38,334.38
102-4-3501-4431-000 BUILDING & GROUND M… 10,794.22
103-4-4105-4305-000 TECHNOLOGY SERVICES 4,401.62
103-4-4105-4309-000 OTHER CONTRACTUAL S… 11,084.60
103-4-4105-4431-000 BUILDING & GROUND M… 110.00
103-4-4105-4451-000 FARM OPERATING EXPE… 20,344.05
103-4-4105-4601-000 SUPPLIES 289.54
103-4-4105-4612-000 OPERATING SUPPLIES 47.09
203-4-4503-4411-000 UTILITIES 3,147.34
203-4-4503-4771-000 C.S-STREET MAINTENAN… 51,325.79
203-4-4503-4772-000 C.S-STREET SWEEPING 11,297.00
18 Accounts Payable Payable Dates: 08/15/2025 - 08/28/2025 8/28/2025 11:17:22 AM Page 7 of 7
Account Summary
Payment AmountAccount Number Account Name
204-4-6104-4309-000 OTHER CONTRACTUAL S… 2,016.00
215-4-5102-4803-000 PUBLIC SAFETY EQUIPM… 7,389.26
225-4-6141-4309-000 OTHER CONTRACTUAL S… 950.00
231-4-6131-4309-000 OTHER CONTRACTUAL S… 1,288.00
241-4-6141-4309-000 OTHER CONTRACTUAL S… 500.84
241-4-6141-4481-000 IT/COMPUTER EQUIPM… 10,162.84
261-2102-000 VOUCHERS PAYABLE 323.32
261-2103-000 RETENTIONS PAYABLE 14,499.60
261-4-6161-7301-000 COST OF F&B 270.62
261-4-6161-7401-000 EQUIPMENT MAINTENA… 18.72
261-4-6161-7402-000 COMPUTER EXPENSE 315.00
261-4-6161-7421-000 BUILDING & GROUND M… 4,870.88
261-4-6161-7425-000 POOL MAINTENANCE 3,546.86
261-4-6161-7431-000 SUPPLIES 277.26
261-4-6161-7432-000 MINOR EQUIPMENT 12.58
261-4-6161-7433-000 OPERATING SUPPLIES 1,727.77
261-4-6161-7441-000 MARKETING 1,027.66
261-4-6161-7451-000 MANAGEMENT FEES 9,979.78
311-4-8301-5501-000 DESIGN 1,850.00
Grand Total: 386,683.42
Project Account Summary
Payment AmountProject Account Key
**None** 366,629.50
1002SUMMERCAMP 7,322.60
1002SUMMERCLASS 3,762.00
10044309 1,288.00
1425501 1,850.00
9014612 300.07
ENG 2254 577.50
ENG 2256 1,338.75
ENG 5002 105.00
ENG 5004 262.50
ENG 5005 630.00
ENG 5049 367.50
SB13834309 950.00
SDP-2025-00002 390.00
USE-2024-00003 910.00
Grand Total: 386,683.42
19 City of Aliso Viejo

AGENDA ITEM

DATE: September 17, 2025

TO: Mayor and City Council

FROM: Ann Eifert, Director of Financial Services/City Treasurer

SUBJECT: TREASURER’S STATEMENT – JULY 2025

Recommended Action:

Receive and file the July 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. July 2025 Treasurer’s Statement

20 TREASURER'S MONTHLY CASH STATEMENT

BEGINNING ENDING

BALANCE RECEIPTS DISBURSEMENTS BALANCE
CASH BALANCE (ALL FUNDS) 13,204,254.03$ 4,395,469.92$ 7,380,728.29$ 10,218,995.66$ CITY TRUST FUNDS:

AV RANCH FOUNDATION 100.00$ 100.00
CFD 2005-01 (11,715.04)$ 41,151.45 31,068.41 (1,632.00) COMMUNITY TRUST 15,062.68$ 1,000.00 14,062.68
CASH BALANCE TOTALS 13,207,701.67$ 4,436,621.37$ 7,412,796.70$ 10,231,526.34$ SUMMARY OF CASH:

DEMAND DEPOSITS: GENERAL ACCOUNT 556,202.59$
INVESTMENTS: LOCAL AGENCY INVESTMENT FD 9,421,061.67$
MONEY MARKET/SWEEP ACCOUNT 254,262.08$
TOTAL CASH 10,231,526.34$
Years to Maturity for July 2025 1.59
Weighted Average Yield for July 2025 3.960%
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. 46,081,524.65$ Cash With Fiscal Agent COPS/CFD 2005-01 2,853,747.55
Cash With Investment Advisor City Investments 41,297,697.08 AV Center 1,648,769.49
PR Account 279,385.92
Petty Cash 1,924.61
GRAND TOTAL OF CITY FUNDS 56,313,050.99$

CITY OF ALISO VIEJO
July 31, 2025
21 CURRENT
MONTH
Beginning 41,423,410.88

0.00 0.00
(261.95)
26,562.50
(23,384.82)
Interest Received 125,632.55
ENDING 41,551,959. 16

50.08%

18.26%

17.28%

10. 15%

3.73%

0.49%

CITY OF ALISO VIEJO
22 CUSIP DESCRIPTION INTEREST

YIELD TO

MOODY'S
S&P
LGIP
CALAIF California LAIF 07 /31/2025
07 /31/2025 9,421,061.67 9,421,061.67

0.00 9,421,061.67 4.26 1 1.00
9,421,061.67

0.00 9,421,061.67 18.26 NA
9,421,061.67 9,421,061.67

0.00 9,421,061.67 4.26 1 1.00
9,421,061.67

0.00 9,421,061.67 18.26
31846V567 FIRST AMER:GVT
OBLG;Z
07 /31/2025
07 /31/2025 254,262.08 254,262.08

0.00 254,262.08 4. 18 1 1.00
254,262.08

0.00 254,262.08 0.49 Aaa
AAA
254,262.08 254,262.08

0.00 254,262.08 4. 18 1 1.00
254,262.08

0.00 254,262.08 0.49
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 15 99.94
999,375.00
19,296.87
980,078. 13 1.94 Aa1
AA+
912797QU4 US TREASURY BILL
09/16/25
05/19/2025
05/20/2025 1,000,000.00 986,034.03

0.00 986,034.03 4.34 09/16/2025 47 99.45
994,544.08
8,510.05
986,034.03 1.93 P- 1
A- 1+
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 76 99.98
999,843.75
(781.25)
1,000,625.00 1.94 Aa1
AA+
912797QQ3 US TREASURY BILL
11/13/25
05/19/2025
05/20/2025 1,000,000.00 979,679.91

0.00 979,679.91 4.28 11/13/2025 105 98.79
987,901.82
8,221.91
979,679.91 1.91 P- 1
A- 1+
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 107 99.38
993,828. 13
38,710.94
955, 117. 19 1.93 Aa1
AA+
912797NU7 US TREASURY BILL
12/26/25
05/19/2025
05/20/2025 490,000.00 477,942.27

0.00 477,942.27 4. 17 12/26/2025 148 98.29
481,641.43
3,699. 16
477,942.27 0.93 P- 1
A- 1+
91282CBH3 US TREASURY 0.375
01/31/26
05/06/2025
05/08/2025 1,000,000.00 973,242. 19

0.00 973,242. 19 4. 12 01/31/2026 184 98.04
980,390.63
7, 148.44
973,242. 19 1.90 Aa1
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 199 99.84
998,398.44
820.31
997,578. 13 1.94 Aa1
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 258 99.68
1, 196, 109.37
8,671.87
1, 187,437.50 2.32 Aa1
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 304 97. 17
971,679.69
55,703. 13
915,976.56 1.88 Aa1
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 334 97.04
970,351.56
57,226.56
913, 125.00 1.88 Aa1
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 365 96.55
1,062,015.63
74,722.66
987,292.97 2.06 Aa1
AA+
91282CJP7 US TREASURY 4.375
12/15/26
05/06/2025
05/08/2025 1,000,000.00 1,007,695.31

0.00 1,007,695.31 3.87 12/15/2026 502 100.41
1,004,062.50
(3,632.81)
1,007,695.31 1.95 Aa1
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 533 99.92
999,218.75
2,500.00
996,718.75 1.94 Aa1
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 653 97.24
972,421.88
9,570.32
962,851.56 1.88 Aa1
AA+
23 CUSIP DESCRIPTION INTEREST

YIELD TO

MOODY'S
S&P
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 745 96.70
1,015,382.81
25,060.54
990,322.27 1.97 Aa1
AA+
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 1,019 97.34
973,437.50
(6,445.31)
979,882.81 1.89 Aa1
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 1,096 91.91
919, 140.63
8,632.82
910,507.81 1.78 Aa1
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, 127 92.04
920,390.63
41,640.63
878,750.00 1.78 Aa1
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, 188 92.39
1,385,859.38
56,953. 13
1,328,906.25 2.69 Aa1
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 1,249 99.52
995, 156.25
7,460.94
987,695.31 1.93 Aa1
AA+
91282CLC3 US TREASURY 4.000
07/31/29
07/14/2025
07 /15/2025 1,000,000.00 1,002,304.69

0.00 1,002,304.69 3.94 07 /31/2029 1,461 100.29
1,002,890.63
585.94
1,002,304.69 1.94 Aa1
AA+
91282CLR0 US TREASURY 4. 125
10/31/29
11/25/2024
11/26/2024 1,000,000.00 996,445.31

0.00 996,445.31 4.21 10/31/2029 1,553 100.75
1,007,500.00
11,054.69
996,445.31 1.95 Aa1
AA+
91282CGB1 US TREASURY 3.875
12/31/29
02/07/2025
02/10/2025 1,000,000.00 978,828. 13

0.00 978,828. 13 4.36 12/31/2029 1,614 99.76
997,578. 13
18,750.00
978,828. 13 1.93 Aa1
AA+
91282CMG3 US TREASURY 4.250
01/31/30
05/06/2025
05/08/2025 1,000,000.00 1,015,507.81

0.00 1,015,507.81 3.89 01/31/2030 1,645 101.26
1,012,578. 13
(2,929.68)
1,015,507.81 1.96 Aa1
AA+
91282CMZ1 US TREASURY 3.875
04/30/30
05/06/2025
05/08/2025 1,000,000.00 998,867. 19
842.39 999,709.58 3.90 04/30/2030 1,734 99.70
997,031.25
(1,835.94)
998,867. 19 1.93 Aa1
AA+
26,340,000.00 25,389,412.08
842.39 25,390,254.47 3.91 716 98. 17
25,838,728.00
449,315.92
25,389,412.08 50.08
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 54 99.41
497,065.00
(440.00)
497,505.00 0.96 Aa1
AA+
3135G06Q1 FANNIE MAE 0.640
12/30/25 '25
05/06/2025
05/08/2025 500,000.00 488,955.00

0.00 488,955.00 4. 15 12/30/2025 152 98.43
492, 140.00
3, 185.00
488,955.00 0.95 Aa1
AA+
3130ALHH0 FHLBANKS 0.960
03/05/26 '25
05/06/2025
05/08/2025 1,000,000.00 974,710.00
1,680.00 976,390.00 4. 11 03/05/2026 217 97.96
979,570.00
4,860.00
974,710.00 1.90 Aa1
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 414 95.94
959,370.00
87,310.00
872,060.00 1.86 Aa1
AA+
880591EU2 TVA 2.875 02/01/27 05/06/2025
05/08/2025 1,000,000.00 983,560.00
7,746.53 991,306.53 3.86 02/01/2027 550 98.26
982,600.00
(960.00)
983,560.00 1.90 Aa1
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 697 98.29
982,910.00
(17,090.00)
1,000,000.00 1.91 Aa1
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 713 99.71
997, 140.00
6,750.00
990,390.00 1.93 Aa1
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 755 93.08
930,780.00
54, 170.00
876,610.00 1.80 Aa1
AA+
3130AMX98 FHLBANKS 2.000
06/30/28
07/10/2025
07 /11/2025 1,000,000.00 947,446.00
611. 11 948,057. 11 3.89 06/30/2028 1,065 94.48
944,760.00
(2,686.00)
947,446.00 1.83 Aa1
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 1,323 91. 12
455,620.00
8,500.00
447, 120.00 0.88 Aa1
AA+
24 CUSIP DESCRIPTION INTEREST

YIELD TO

MOODY'S
S&P
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 1,47 4 99. 15
247,877.50
(2, 122.50)
250,000.00 0.48 Aa1
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 1,502 89.04
445,215.00
10,690.00
434,525.00 0.86 Aa1
AA+
9,250,000.00 8,762,881.00
10,037.64 8,772,918.64 3.82 672 96.47
8,915,047.50
152, 166.50
8,762,881.00 17 .28
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 152 98.43
241, 143.70
(3,856.30)
245,000.00 0.47 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 369 99.23
243, 115.95
(1,884.05)
245,000.00 0.47 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 376 96.78
237,098.75
(7,901.25)
245,000.00 0.46 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 376 96.73
236,995.85
(8,004. 15)
245,000.00 0.46 NA
NA
254673N44 CAPITL ONE NA 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 728 97.50
238,880. 19
(6, 119.81)
245,000.00 0.46 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 735 97.48
238,832. 19
(6, 167.81)
245,000.00 0.46 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 740 99.08
242,738.65
(1,036.35)
243,775.00 0.47 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 1,491 100.00
245,000.00

0.00 245,000.00 0.47 NA
NA
1,960,000.00 1,958,775.00

0.00 1,958,775.00 2.55 623 98. 17
1,923,805.28
(34,969.72)
1,958,775.00 3.73
14913UAR1 CTRPLLR FIN SERV

4.400 10/15/27 MTN
11/25/2024
11/26/2024 500,000.00 498,865.00

0.00 498,865.00 4.48 10/15/2027 806 100.48
502,375.00
3,510.00
498,865.00 0.97 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 903 101.25
506,225.00
1,990.00
504,235.00 0.98 A1
A
931142FB4 WALMART 3.900
04/15/28 '28
11/25/2024
11/26/2024 325,000.00 320,619.00

0.00 320,619.00 4.33 04/15/2028 989 99.67
323,937.25
3,318.25
320,619.00 0.63 Aa2
AA
931142ES8 WALMART 1.500
09/22/28 '28
07/10/2025
07 /11/2025 1,000,000.00 925,020.00
4,541.67 929,561.67 4.02 09/22/2028 1, 149 92.43
924,330.00
(690.00)
925,020.00 1.79 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 1,228 92.84
464,210.00
11,305.00
452,905.00 0.90 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 1,306 102.00
510,000.00
3,940.00
506,060.00 0.99 A1
AA-
023135CG9 AMAZON.COM 3.450
04/13/29 '29
11/01/2024
11/04/2024 500,000.00 481,580.00

0.00 481,580.00 4.37 04/13/2029 1,352 97.70
488,505.00
6,925.00
481,580.00 0.95 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 1,476 100.40
502,010.00
5,940.00
496,070.00 0.97 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

0.00 502, 115.00 4.69 11/23/2029 1,576 101.79
508,955.00
6,840.00
502, 115.00 0.99 Aa2
AA-
25 CUSIP DESCRIPTION INTEREST

YIELD TO

MOODY'S
S&P
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 1,652 101.41
507,025.00
7,865.00
499, 160.00 0.98 A1
A+
5,325,000.00 5, 186,629.00
4,541.67 5, 191, 170.67 4.42 1,245 98.50
5,237,572.25
50,943.25
5, 186,629.00 10. 15

CITY OF ALISO VIEJO
TOTAL 52,550,323.75 50,973,020.83
15,421.70 50,988,442.53 3.96 625 51,590,476.78
617 ,455.95
50,973,020.83 100.00
52,550,323.75 50,973,020.83
15,421.70 50,988,442.53 3.96 625 51,590,476.78
617 ,455.95
50,973,020.83 100.00
26 CUSIP DESCRIPTION INTEREST YIELD
07/10/2025 07 /11/2025 931142ES8 WALMART 1.500 09/22/28 '28 1,000,000.00 925,020.00 4,541.67 (929,561.67) 4.02 07/10/2025 07 /11/2025 3130AMX98 FHLBANKS 2.000 06/30/28 1,000,000.00 947,446.00 611. 11 (948,057. 11) 3.89 07/14/2025 07 /15/2025 91282CLC3 US TREASURY 4.000 07/31/29 1,000,000.00 1,002,304.69 18,232.04 (1,020,536.73) 3.94 3,000,000.00 2,874,770.69 23,384.82 (2,898, 155.51) 3.95

CUSIP DESCRIPTION
NET
07/15/2025 07 /15/2025 91282CEY3 UNITED ST A TES TREASURY 3.0 07 /15/2025 (1,000,000.00) 973,437.50 1,000,000.00 26,562.50 (1,000,000.00) 973,437.50 1,000,000.00 26,562.50
27 Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001

CITY OF ALISO VIEJO

DIRECTOR OF FINANCIAL SVCS/ CITY TREAS
12 JOURNEY , #100
ALISO VIEJO, CA 92656
Account Number: 98-30-007
July 2025 Statement
Effective
Date
Transaction
Date
Tran
Type Confirm
Number
Web
Confirm
Number Authorized Caller Amount
7/9/2025 7/9/2025 RD 1775506 1736105 ANN EIFERT 550,000.00 7/15/2025 7/14/2025 QRD 1779914 N/A SYSTEM 101,921.20
7/15/2025 7/15/2025 RW 1780283 1740868 ANN EIFERT -650,000.00 7/18/2025 7/17/2025 RW 1780443 1741036 ANN EIFERT -1,000,000.00 7/23/2025 7/23/2025 RD 1780618 1741214 ANN EIFERT 650,000.00 Account Summary
Total Deposit: 1,301,921.20 Beginning Balance: 9,769,140.47 Total Withdrawal: -1,650,000.00 Ending Balance: 9,421,061.67 28 July 4.258
June 4.269
May 4.272
April 4.281
March 4.313
February 4.333
LAIF Apportionment Rate(2): 4.40
LAIF Earnings Ratio(2): 0.00012059828906715
LAIF Administrative Cost(1)*: 0.18
PMIA Average Life(1): 248
LAIF Fair Value Factor(1): 1.001198310
PMIA Daily(1): 4.26
PMIA Quarter to Date(1): 4.27
Treasuries

55.09%
Agencies

25.48%
Certificates of
Deposit/Bank Notes

9.12%
Time
Deposits

2.96%
Commercial
Paper

6.67%
Corporate
Bonds

0.53%
Loans

0.15%
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 08/06/25
Daily rates are now available here. View PMIA Daily Rates Quarterly Performance
Quarter Ended 6/30/25
Chart does not include $1,063,000.00 in mortgages, which equates to 0.001%. Percentages may not total 100% due to rounding.

Pooled Money Investment Account
Monthly Portfolio Composition (1)
6/30/25
$178.1 billion
29 City of Aliso Viejo

AGENDA ITEM

DATE: September 17, 2025

TO: Mayor and City Council

FROM: City Attorney

SUBJECT: SECOND READING AND ADOPTION OF ORDINANCE AMENDING SECTIONS 9.02.030 and 9.04.090 OF THE ALISO VIEJO MUNICIPAL

CODE RELATING TO OVERSIZED VEHICLE PARKING AND

DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA

Recommended Action:

Consider and adopt an Ordinance entitled: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, AMENDING SECTIONS 9.02.030 and

9.04.090 OF THE ALISO VIEJO MUNICIPAL CODE RELATING TO OVERSIZED VEHICLE PARKING; AND FINDING THE ACTION TO BE EXEMPT FROM CEQA UNDER CEQA GUIDELINES SECTIONS 15060 AND 15061.

Fiscal Impact:

None.

Discussion:

On September 3, 2025, the City Council approved the introduction and first reading of the subject Ordinance by 5 -0 vote. If adopted, the Ordinance will take effect 30 days after adoption.

Attachment:

1. Ordinance

30 60367.01100\44025396.1
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Page 1 of 7 ends

ORDINANCE NO. 2025-___

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, AMENDING SECTION S 9.02.030 and 9.04.090 OF THE

ALISO VIEJO MUNICIPAL CODE RELATING TO OVERSIZED VEHICLE PARKING; AND FINDING THE ACTION TO BE EXEMPT FROM CEQA
UNDER CEQA GUIDELINES SECTIONS 15060 AND 15061

WHEREAS, pursuant to Cal. Const. Art. XI, Sec. 7 and under the City’s general police powers, the City of Aliso Viejo (“City”) is empowe red and charged with responsibility for the health, safety, and welfare of its citizens; and

WHEREAS, Vehicle Code Section 22507 authorizes the City to prohibit or restrict the stopping, parking, or standing of vehicles on certain streets or highways, o r portions thereof, during all or certain hours of the day; and

WHEREAS, consistent with this authority, Aliso Viejo Municipal Code Sections 9.02.030 and 9.04.090 regulate the parking of oversized vehicles on public streets; and

WHEREAS, in response to observations by City staff and feedback from the community, the City Council periodically amends Aliso Viejo Municipal Code Sections 9.02.030 and

9.04.090; and

WHEREAS, within streets or highways of the City, Aliso Viejo Municipal Code s ection

9.04.090 subsections (A) and (B) currently prohibit persons from parking or leaving standing any oversized vehicles (A) between the hours of 2:00 a.m. and 6:00 a.m. on two consecutive days, and (B) between the hours of 6:00 a.m. and 2:00 a.m. for mo re than 12 consecutive hours on two consecutive days; and

WHEREAS, Aliso Viejo Municipal Code S ection 9.04.090(C) currently exempts the following vehicles from subsections (A) and (B)’s prohibitions: (1) oversized vehicles while loading or unloading persons and/or property; (2) oversized vehicles when parked or left standing in connection with, or in aid of, the performance of a service to or on a property in the block in which such vehicle is parked or left standing; and (3) oversized vehicles while performing repairs of an emergency nature on the vehicle itself; and

WHEREAS, the proliferation of oversized vehicles parked on public streets raises public safety concerns, including the obstruction of access to rights -of-way, reduced site distance, reduced visibility at intersections, all of which have a detrimental effect on th e public health, safety, welfare and quality of life in the City; and

WHEREAS, the City Council desires to clarify the interrelationship of the definitions and the oversized vehicles parking restrictions in Chapter 9.04 and to clarify the exceptions for temporary loading and loading of these vehicles;

31 60367.01100\44025396.1
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Page 2 of 7 ends

WHEREAS, given the foregoing, the City Council desires to amend Aliso Viejo Municipal Code Section 9.02.030 to specifically include recreational vehicles of a width in excess of 84 inches as measured at the widest portion of the body not including mirrors or other extensions in the definition of “oversized vehicle”; and

WHEREAS, given the foregoing, the City Council desires to amend Aliso Viejo Municipal Code Section 9.04.090 so that subsection (C)’s exemption applies to oversized vehicles while actively loading or unloading persons and/or property, which for purposes of this section shall mean active loading or unloading, including the performance of those activities required to prepare the vehicle for either travel or storage, and shall also include a period of time not to exceed 12 hours during which the vehicle cannot reasonably be taken on the road or moved to a place of otherwise lawful storage; and

WHEREAS, to maintain the status quo with respect to oversized vehicle parking, the City Council desires to amend what are currently Aliso Viejo Municipal Code Section 9.04.090 subsections (A) and (B) to continue to prohibit oversized vehicle parking upon any city street or highway during specified hours on two consecutive days; and

WHEREAS, this Ordinance reflects the City Council’s desire to revise the City’s parking regulations in a manner that: is reflective of and consistent with residents’ values; further mitigates the public safety concerns associated with the parking of certain oversized vehicles; increases the availability of parking for the City’s residents and visitors; and, preserves the character of neighborhoods to benefit the health, safety, and welfare of City residents; and

WHEREAS, on September 3, 2025 and September 17, 2025, the City Council considered the staff report, recommendations by Staff and the City Attorney, and public testimony regarding amendments to Section s 9.02.030 and 9.04.090 of the Aliso Viejo Municipal Code.

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. Based on the entire record before it, the City Council finds that adoption of this Ordinance is exempt from the California Environmental Quality Act (“CEQA”) because it is an administrative activity that will not result in a direct or reasonably foreseeable indirect physical change to the environment and is thus not a “project” under State CEQA Guidelines section 15378. (See State CEQA Guidelines, § 15060(c)(2) and (3).) Alternatively, even if the adoption of the Ordinance did qualify as a project u nder CEQA, the City Council finds that the Ordinance is exempt from CEQA under Section 15061(b)(3) of the State CEQA Guidelines, which provides that a project is exempt from CEQA where it can be seen with certainty that there is no possibility that the act ivity in question may have a significant effect on the environment. 32 60367.01100\44025396.1
07/30/25

Page 3 of 7 ends

SECTION 3. Section 9.02.030 of Chapter 9.02 of the Aliso Viejo Municipal Code is hereby amended in its entirety and restated to read as follows:

“9.02.030 Definitions.

Whenever any words or phrases used in this title are not defined, but are defined in the California Vehicle Code, such definitions shall apply. Additionally, the following definitions apply to the use of these terms for the purpose of this title:

“Bicycle lane” means a marked lane within the roadway
designated by appropriate signs and markings for the one-way use of bicycles.

“Bus stop zone” means the space adjacent to the curb or edge of a roadway reserved for the exclusive use of buses during the loading or unloading of passengers.

“Curb” means the lateral boundary of the roadway whether such curb be marked by curbing construction or not so marked; it does not include the line dividing the roadway of a street from parking strips in the center of a street, nor from tracks or rights- of-way of public utility companies.

“Director” means the director of public works/traffic engineer for the city or his or her authorized representative or designee.

“Fire department” means the Orange County fire authority, a joint powers authority of which the city is a member.

“Loading” and “unloading” mean the active loading or
unloading of persons or property, including the performance of those activities required to prepare the vehicle for either travel or storage.

“Loading zone” means the space adjacent to a curb reserved for the exclusive use of vehicles during the loading or unloading of passengers or materials.

“Oversized vehicle” means any of the following:

1. Any vehicle of a length in excess of 24 feet;

2. Any vehicle with a weight in excess of 10,000 pounds;

33 60367.01100\44025396.1
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Page 4 of 7 ends

3. Any vehicle used or maintained for the transportation of persons for hire, compensation, or profit and
designed, used or maintained for the transportation of
property, including buses, motor truc ks, trailers,
semitrailers, trailer coaches or truck tractors, as defined in the California Vehicle Code, and similar vehicles of a width in excess of 84 inches as measured at the widest
portion of the body not including mirrors or other
extensions;

4. Any similar vehicles or recreational vehicle of a width in excess of 84 inches as measured at the widest portion of the body not including mirrors or other extensions; or

5. Any farm machinery or special purpose machinery.

“Park” or “leave standing,” for the purpose of this section, shall include failing to move a vehicle at least one-tenth of a mile as measured on the vehicle’s odometer during the time period specified. In the absence of an odometer reading, “park or leave standing” shall include failing to move a vehicle at least 100 feet, as measured from axle to axle, of the last marked location of said vehicle.

“Passenger loading zone” means the space adjacent to a curb reserved for the exclusive use of vehicles during the loading or unloading of passengers.

“Police department” means the Orange County sheriff’s
department, authorized to provide police services and
functions pursuant to contract.

“Recreational vehicle” means a motor home, travel trailer, truck camper or camping trailer, with or without motive power, that is built on a single chassis, is designed for human habitation for recreational, emergency, or other occupancy, and is either self- propelled, truck-mounted, or permanently towable on public streets and highways without a permit.

“Vehicle Code” means the California Vehicle Code. [Ord. 2010- 126 § 1 (Exh. A)].”

SECTION 4. Section 9.04.090 of Chapter 9.04 of the Aliso Viejo Municipal Code is hereby amended in its entirety and restated to read as follows:

34 60367.01100\44025396.1
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Page 5 of 7 ends

“9.04.090 Oversized vehicle parking regulations.

A. Nighttime parking. No person shall park or leave standing any oversized vehicle upon any city street or highway
between the hours of 2:00 a.m. and 6:00 a.m. on two
consecutive days.

B. Daytime parking. No person shall park or leave standing any oversized vehicle upon any city street or highway
between the hours of 6:00 a.m. and 2:00 a.m. for more than 12 consecutive hours on two consecutive days.

C. Notwithstanding the prohibitions set forth in subsecti ons (A) and (B) of this section, oversized vehicles may be parked or left standing on city streets and highways under the following conditions:

1. While actively loading or unloading persons and/or
property, which for purposes of this section shall mean active loading or unloading, including the performance
of those activities required to prepare the vehicle for either travel or storage, and shall also include a period of time not to exceed 12 hours during which the vehicle cannot reasonably be taken on the road or moved to a
place of otherwise lawful storage

2. When parked or left standing in connection with, or
in aid of, the performance of a service to or on a
property in the block in which such vehicle is parked or left standing

3. While performing repairs of an emergency nature on
the vehicle itself.

D. The provisions of this section shall not be effective with respect to any authorized emergency vehicle, as defined by the California Vehicle Code.”

SECTION 5. The City Council’s actions are made upon review of the Staff Report, all oral and written comments, and all documentary evidence presented in the Ordinance.

SECTION 6. Effective Date. In accordance with Vehicle Code Section 22507, this Ordinance shall not become effective until signs or markings giving adequate notice thereof have been placed, but in no event shall this Ordinance take effect earlier than thirty (30) days from and after the date of its final passage and adoption. 35 60367.01100\44025396.1
07/30/25

Page 6 of 7 ends

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

SECTION 8. City Clerk’s Certification. The City Clerk shall certify the adoption of this Ordinance and post or publish this Ordinance as required by law. The Clerk shall also file a Notice of Exemption immediately following adoption of the Ordinance.

PASSED, APPROVED AND ADOPTED this 17th day of September, 2025.

_____________________________
Tiffany Ackley
Mayor
APPROVED AS TO FORM: ATTEST:
_____________________________ _____________________________ Scott C. Smith, City Attorney Janet Martinez, City Clerk 36 60367.01100\44025396.1
07/30/25

Page 7 of 7 ends

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 Ordinance No. 2025 -___ was duly passed and adopted by the City Council of the City o f Aliso Viejo at their regular meeting held on the 17th day of September 2025, by the following roll call vote, to wit:

AYES:

NOES:

ABSENT:

___________________________

JANET MARTINEZ

CITY CLERK

(SEAL)

37 City of Aliso Viejo

AGENDA ITEM

DATE: September 17, 2025

TO: Mayor and City Council

FROM: Shaun Pelletier, Public Works Director / City Engineer

SUBJECT: RELEASE OF BONDS FOR THE GRADING AND LANDSCAPING IMPROVEMENTS FOR THE ST. MARY’S GRADING AND LANDSCAPING

PROJECT

Recommended Action:

Adopt a resolution exonerating Grading Surety Bond No. 72BCSJB9767 and Landscaping Surety Bond No. 72BCSJB9771 for the St. Mary’s Grading and Landscaping Project.

Fiscal Impact:

No fiscal impact exists.

Background:

The City of Aliso Viejo required bonds f rom Oltmans Construction Company to assure completion of the grading and landscape improvements for the St. Mary’s Grading and Landscaping Project . The grading surety bond has a value of $118,359.00 and the landscaping surety bond has a value of $290,425.00.

Discussion:

The St. Mary’s Landscaping and Grading Project has been completed. Staff recommends that the City Council adopt a resolution accepting the improvements for the St. Mary’s Grading and Landscaping Project and exonerating the bonds.

Attachment:

1. Resolution

Page 1 of 3 ends

RESOLUTION NO. 2025-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ALISO

VIEJO, CALIFORNIA , EXONERATING THE GRADING AND
LANDSCAPING SURETY BONDS ASSOCIATED WITH THE ST.

MARY’S GRADING AND LANDSCAPING PROJECT

WHEREAS, the City of Aliso Viejo, in the normal course of its review role has required surety bonds for the grading and landscape work for the St. Mary’s Grading and Landscaping Project; and

WHEREAS, the City of Aliso Viejo, has reviewed and inspected all grading and landscape work associated with the improvements for the St. Mary’s Grading and Landscaping Project;

NOW, THEREFORE, BE I T RESOLVED BY THE CI TY COUNCIL OF THE CI TY OF ALISO VIEJO AS FOLLOWS:

Section 1: Based upon the inspections conducted by the City Engineer, the City Council of the City of Aliso Viejo accepts the grading and landscape improvements for the St. Mary’s Grading and Landscaping Project.

Section 2: Based upon the City Engineer’s det ermination that the grading and landscape work is complete, the City Council of the City of Aliso Viejo exonerates the grading and landscaping surety bond s associated with St. Mary’s Grading and Landscaping Project.

Grading Surety Bond No. 72BCSJB9767
Landscaping Surety Bond No. 72BCSJB9771

Section 3: The City Clerk is hereby authorized and directed to execute a certified copy of this Resolution to be attached to each n otice of completion as evidence of the City Council’s acceptance and authorization.

Section 4. The Mayor shall sign this Resolution and the City Clerk shall certify the adoption thereof.

Page 2 of 3 ends

PASSED, APPROVED AND ADOPTED this 17th day of September, 2025.

____________________________
Tiffany Ackley
Mayor

APPROVED AS TO FORM: ATTEST:

________________________ ________________________
Scott C. Smith, City Attorney Janet Martinez, City Clerk

Page 3 of 3 ends

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 Resolution No. 2025 - ___ duly passed and adopted by the City Council of the City of Aliso Viejo at their regular meeting held on the 17th day of September, 2025, by the following roll call vote, to wit:

AYES:

NOES:

ABSENT:

___________________________

JANET MARTINEZ

CITY CLERK

(SEAL)

41 City of Aliso Viejo

AGENDA ITEM

DATE: September 17, 2025

TO: Mayor and City Council

FROM: So Kim, Community Development Director
Rose Rivera, Senior Planner

SUBJECT: ADOPTION OF THE 2024-2025 CONSOLIDATED ANNUAL

PERFORMANCE AND EVALUATION REPORT (CAPER) FOR

EXPENDITURES OF COMMUNITY DEVELOPMENT BLOCK GRANT
(CDBG) FUNDS

Recommended Actions:

1. Find that the 2024-2025 Consolidated Annual Performance and Evaluation Report (CAPER) is not subject to the California Environmental Quality Act (CEQA) because the activity is not a project as defined in Section 15378 (b)(5) of the State CEQA Guidelines;

2. Approve and adopt the 2024-2025 CAPER; and

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

Fiscal Impact:

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

Background:

On April 19, 2023, the City Council adopted the 2023-2027 Consolidated Plan, which is a multi-year strategy for using CDBG funds within the community. On May 1, 2024, the City Council approved the Annual Action Plan for the 202 4-2025 fiscal year, which identified specific activities to be funded by CDBG during the year . The 2024 -2025 reporting period is the second year of the City’s 2023-2027 Consolidated Plan cycle.

Page 2 of 3 ends

Discussion:

A Consolidated Annual Performance Evaluation Report (CAPER) is prepared each year for submission to HUD. Due within 90 days of completion of the fiscal year, t he CAPER summarizes the previous year's accomplishments. It also illustrates the City's progress in meeting the goals outlined in the Consolidated Plan and the previous year's Annual Action Plan. HUD uses the CAPER to evaluate the effectiveness of the City's use of CDBG funding on programs and projects that meet the community's needs.

CDBG Performance Summary

The CDBG funding priorities for the 2024-2025 Annual Action Plan allocated $272,693 FY 2024-2025 CDBG funds toward the following activities:

1) Public facility improvements:
- ADA sidewalk curb ramps - $177,293

2) Public service grants:
- Age Well Senior Services - $7355
- Fair Housing Foundation - $3,785
- Family Assistance Ministries - $8,125
- South County Outreach - $21,635

3) Program administration:
- CDBG Consultant and City Staff - $54,500

The public facility improvements project consisted of the installation of sidewalk curb ramps to comply with current ADA regulations throughout the city. This project was initially funded for $318,288 in FY 2023 -24. In November 202 3, $245,000 was reallocated to assist with the purchase of an affordable housing unit leaving a balance of $73,288. An additional $177,293 in CDBG was added to the project in FY 2024 -25 for a new total of $250,581. Construction for this project began in June and a total of $36,184.44 was spent during FY 2024-25. It is anticipated that the project will be completed in October, and the remainder of the allocation will be spent.

With respect to public service grants, a total of $40,900 was expended during FY 2024-

25. Age Well provided meals to 61 homebound seniors, Fair Housing Foundation assisted 51 Aliso Viejo households, Family Assistance Ministries provided case management and support services to 12 formerly homel ess individuals currently residing in permanent supportive housing , and South County Outreach assisted 2 02 individuals with case management and food, including 22 that benefitted from rent/utility assistance.

Administration of the program, which consists of City staff and consultant time to implement the program and fees for public notices, accounted for $31,891.97 in FY 2024- 25 CDBG expenditures, which is approximately 12 percent of grant funds.

Page 3 of 3 ends

CDBG-CV Performance Summary

CDBG-CV funds are limited to activities that prevent, prepare for, or respond to the impacts of the coronavirus. An Annual Action Plan Substantial Amendment approved by the City Council in 2020 allocated $414,752 CDBG-CV funding to the following activities:

1) Business Assistance: City Grant Program - $192,702 to assist 30 businesses impacted by the COVID-19 pandemic and

2) Public Services: $222,050 to fund grants to Age Well, Family Assistance Ministries, South County Outreach, and YMCA to assist 500 lower-income Aliso Viejo residents impacted by the COVID-19 pandemic.

During the FY 2024-25 reporting period, $2,770 was spent on CDBG-CV administration.

No new activities were undertaken, and the business assistance program was closed due to lack of interest following the pandemic’s decline. HUD requires that CDBG -CV funds be spent within six years. By the end of FY 2024-25, the City had expended 86.6% of its CDBG-CV allocation.

Environmental:

Staff recommends that the City Council find that the proposed action is not a project as defined by the California Environmental Quality Act (CEQA) pursuant to State CEQA Guidelines section 15378(b)(5). The proposed action is an administrative activity of the City that involves a report to a Federal agency on the utilization of CDBG funds.

Public Notice:

On September 1, 2025, a 1/8-page public meeting notice was published in the Orange County Register for a 15-day public review period, per HUD and local requirements. The 2024-2025 CAPER w as made available for public review from September 1 through September 15, 2025.

Attachment:

1. 2024-2025 Consolidated Annual Performance and Evaluation Report (CAPER)

44 Draft September 2, 2025

2024-2025
Community Development Block Grant

Consolidated Annual
Performance &
Evaluation Report

45 Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 Contents
CR-05 - Goals and Outcomes ..................................................................................................................... 1 CR-10 - Racial and Ethnic composition of families assisted ....................................................................... 4 CR-15 - Resources and Investments 91.520(a) .......................................................................................... 5 CR-20 - Affordable Housing 91.520(b) ....................................................................................................... 7 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ................................... 9 CR-30 - Public Housing 91.220(h); 91.320(j) ............................................................................................ 11 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) .................................................................................... 12 CR-40 - Monitoring 91.220 and 91.230 ................................................................................................... 15 CR-45 - CDBG 91.520(c) ........................................................................................................................... 16 CR-58 – Section 3 .................................................................................................................................... 17

Attachments
Attachment 1: PR03 - CDBG & CDBG-CV Activity Summary Report (GPR) Attachment 2: PR26 – CDBG & CDBG-CV Financial Summary Reports Attachment 3: Impediments to Fair Housing Plan
Attachment 4: Public Notice and Summary of Public Comments 46 2024-2025 CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.

91.520(a)
The 2024-2025 Consolidated Annual Performance and Evaluation Report (CAPER) has been prepared to assist residents of the City of Aliso Viejo and the U.S. Department of Housing and Urban Development (HUD) in assessing the City’s use of federal grant funds to meet priority housing and community needs identified in the City’s 2023–2027 Consolidated Plan. The CAPER will focus on annual goals and accomplishments for the period of July 1, 2024, through June 30, 2025 – the FY 2024-2025 reporting period. The 2024-2025 reporting period is the second year of the City’s 2023-2027 Con Plan cycle.

The 2024-2025 Annual Action Plan outlined an expenditure plan for the City’s $272,693 CDBG allocation.

No prior year or program income funds were available for programming during the reporting period. The Action Plan identified the activities to be carried out during the reporting period utilizing CDBG funds.

Activities funded in FY 2024-2025 include public infrastructure improvements (ADA improvements), public service grants, and program administration.

In 2020, the City received $414,751 in CDBG-Coronavirus (CDBG-CV) funds. CDBG-CV funds must be used to prevent, prepare for, or respond to local impacts of the COVID-19 pandemic. The City allocated CDBG- CV funding for public services and small business assistance activities. Aside from some administration expenditures, no new activities were carried out during FY 2024-2025 with CDBG-CV funds. HUD requires that CDBG-CV funds be spent within six years. By the end of FY 2024-2025, the City had expended 86.6% of its CDBG-CV allocation.

The 2023-2027 Consolidated Plan established the following five-year goals. • Public Infrastructure and Facility Improvements: Approximately 5,000 City residents may benefit from installing or rehabilitating CDBG-funded public infrastructure improvements. • Housing Preservation: An estimated 10 owner-occupied and one rental unit may be rehabilitated with CDBG-funded program resources.
• Homelessness Prevention (including homeless assistance): An estimated 1,350 individuals assisted with case management, food, rent/utility assistance, and housing • Public Services: 450 individuals assisted with safety net services • Program Administration: The City will provide resources to ensure oversight and coordination of the CDBG program.

Table 1 summarizes five-year goals and accomplishments and includes one-year goals and accomplishments for FY 2024-2025. Attachment 1 provides a summary of FY 2024-2025 CDBG accomplishments.

As indicated above, per CDBG-CV program regulations, the City has six years to spend grant funds.

Attachment 1 provides a summary of FY 2024-2025 CDBG-CV activity; expenditures are summarized in Attachment 3.
47 2024-2025 CAPER 2
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Table 1 - Accomplishments – Program Year & Strategic Plan to Date Goal Category Source /
Amount Indicator Unit of Measure
Expected
5 Yr.

Strategic
Plan
Actual
5 Yr.

Strategic
Plan
5 Yr.

Percent
Complete
Expected
FY 24-25
Program
Year
Actual
FY 24-25
Program
Year
1 Yr.

Percent
Complete
Infrastructure
and Facility
Improvements
Non-Housing
Community
Development
CDBG:
$36,184
Public Facility or
Infrastructure
Activities other
than
Low/Moderate
Income Housing
Benefit
Persons Assisted 5,000 1,730 34.60% 0 0 0.00%
Housing
Preservation
Affordable
Housing
CDBG:
$0
Rental units
rehabilitated
Household
Housing Unit 1 1 100.00% 0 0 0.00%
Homeowner
Housing
Rehabilitated
Household
Housing Unit 10 0 0.00% 0 0 0.00
Homeless
Continuum of
Care
Homeless CDBG:
$29,760
Homeless
Support
Services and
Housing
Public service:

Persons 1,250 405 32.40% 173 180 104.05%
Overnight
Shelter:

Persons
50 21 42.00% 10 12 120.00%
Homelessness
Prevention:

Persons
50 38 76.00% 22 22 100.00%
48 2024-2025 CAPER 3
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 Goal Category Source /
Amount Indicator Unit of Measure
Expected
5 Yr.

Strategic
Plan
Actual
5 Yr.

Strategic
Plan
5 Yr.

Percent
Complete
Expected
FY 24-25
Program
Year
Actual
FY 24-25
Program
Year
1 Yr.

Percent
Complete
Public Social
Services
Non-Homeless
Special Needs
CDBG:
$11,140
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons Assisted 450 201 44.67% 100 112 112.00%
Program
Administration Administration CDBG:
$31,892 Other Other 5 2 40.00% 1 1 100.00%

Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

Consistent with the Consolidated Plan and the City’s 2024-2025 Annual Action Plan, the City focused CDBG funds on public facility improvements, public services, and program administration. Overall, the City met most planned accomplishment goals for FY 2024-2025. The City’s FY 2023-2024 ADA Ramp Installation project was delayed as a result of the reprogramming of most project funds to support a housing acquisition activity in November 2023. The construction of the ramp project began during the reporting period but will not be completed until FY 2025-2026. Detailed information regarding CDBG program accomplishments for the 2024-2025 reporting period is provided in Attachment 1 (PR03 - CDBG Activity Summary Report).

FY 2024-2025 is the City’s fifth year administering CDBG-CV funds. A balance of $53,589 was retained for business grants; however, due to the restrictions on using CDBG-CV funds, staff recognized it is unlikely additional businesses will request assistance. The program has been closed, and unused funds remain uncommitted. CDBG-CV expenditures during the FY 2024-2025 reporting period were limited to ongoing administrative and reporting tasks.
49 2024-2025 CAPER 4
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
Table 2 – Table of assistance to racial and ethnic populations by source of funds CDBG *
White 250
Black or African-American 16
Asian 27
American Indian or American Native 1
Native Hawaiian or Other Pacific Islander 1
Other* 31
Total 326
Hispanic 56
Not Hispanic 270
* By default, Table 2 excludes 31 multi-racial program beneficiaries reported in IDIS.

Narrative
According to the U.S. Census Bureau, most Aliso Viejo residents are racially White – 61.0% per the 2023 American Community Survey 5-Year Estimates. This data source also reports that 19.3% of the City’s population is Hispanic/Latino, and 16.9% is Asian – the City’s most prominent minority populations.

Table 2 shows that approximately 76.7% of CDBG-funded program participants are White, 17.2% Hispanic/Latino, and 8.3% Asian. These percentages appear to be consistent with the City’s overall demographics. Based on accomplishment reports provided by CDBG sub-recipients, approximately

89.0% of assisted households had an income of less than 50% of the County median income. 50 2024-2025 CAPER 5
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-15 - Resources and Investments 91.520(a)
Identify the resources made available

Table 3 - Resources Made Available
Source of Funds Source
Resources Made
Available
Amount Expended
During Program Year
CDBG CDBG $272,693 $108,977
Other CDBG-CV $414,751 $2,770

Narrative
The 2024-2025 Annual Action Plan allocated $272,693 in CDBG funds for various activities. This total is comprised of the City’s 2024 CDBG grant of $272,693; no prior year funds were available at the beginning of the reporting period. The City did not receive any program income during the reporting period. As reported in Table 3, the City spent $108,977 in CDBG funds during the reporting period.

Additionally, $2,770 in CDBG-CV resources were used during the reporting period. Over five years, the City has spent $359,238 in CDBG-CV funds – 86.6% of total CDBG-CV funds.

Identify the geographic distribution and location of investments Table 4 – Identify the geographic distribution and location of investments Target Area
Planned Percentage
of Allocation
Actual Percentage
of Allocation Narrative Description
CDBG
Eligible Area 0 0 Funding for activities limited to CDBG- Eligible Census Tract Block Groups
Citywide 100 100 Funding for activities anywhere within the City Limits

Narrative
Table 3 identifies CDBG funds utilized during FY 2024-2025 to assist lower-income Aliso Viejo residents.

Attachment 2 (PR26 - CDBG Financial Summary Report) provides additional information regarding CDBG expenditures.

The CARES Act of 2020 required that 80% of CDBG-CV funds be expended in three years and 100% within six years; however, on April 5, 2023, HUD issued a notice waiving the three-year expenditure requirement. Through the end of FY 2024-2025, the City spent $359,238 in CDBG-CV funds (86.6% of total CDBG-CV funds). Unexpended funds will be carried forward into the FY 2025-2026 reporting period, which is the final year of the grant. A summary of CDBG-CV expenditures is included in Attachment 2.

Regarding the geographic expenditure of CDBG and CDBG-CV funds, all FY 2024-2025 funded activities were distributed citywide for the benefit of lower-income Aliso Viejo residents. 51 2024-2025 CAPER 6
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.

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

Approximately $7,500 in other resources was used to leverage CDBG funds during the FY 2024-2025 reporting period. These sources include the following:
• General Fund for Social Services: $7,500
Aliso Viejo is a nearly built-out city with limited remaining vacant land designated for development; however, the City’s current Housing Element identifies vacant and underutilized sites suitable for housing development. The Housing Element identifies eight sites with the zoning to permit up to 1,920 units – 54% of units could be designated for very low- and low-income households. There is no affordable housing development activity to highlight for the reporting period.

There is no requirement to match the CDBG program.
52 2024-2025 CAPER 7
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.

Table 5 – Number of Households
One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 0 0
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 0 0

Table 6 – Number of Households Supported
One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 0 0
Number of households supported through
Acquisition of Existing Units 0 0
Total 0 0

Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

The City did not allocate CDBG funds for housing activities during FY 2024-2025. The City completed the acquisition of a unit to be used as long-term transitional housing during FY 2023-2024. The unit was occupied during FY 2024-2025; however, no funding was expended during the reporting period. OCHA reports that it assisted 151 Aliso Viejo households with federal rental assistance vouchers or certificates during the 2024-2025 reporting period. This number is consistent with anticipated service levels.

Discuss how these outcomes will impact future annual action plans.

As indicated above, no housing activity was undertaken during the reporting period; however, the City will evaluate implementing a housing improvement program during the Consolidated Plan cycle. 53 2024-2025 CAPER 8
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

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

Narrative Information
Table 7 shows that the City anticipated it would not be using CDBG funds for housing activities during the 2024-2025 reporting period. OCHA reports that 151 Aliso Viejo extremely low-income and very low- income renter households received rental assistance during the 2024-2025 reporting period.

The City is not a recipient of HOME funds.
54 2024-2025 CAPER 9
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City did not allocate CDBG funds for homeless outreach services during the 2024-2025 reporting period; however, a deputy sheriff was designated as the City’s Homeless Liaison Officer. OC Sheriff personnel work directly with homeless individuals in this role by assessing their needs and providing referrals and linkages to various local and regional services. The City also supported the County’s Continuum of Care outreach and assessment strategy to address homelessness on a regional basis.

Addressing the emergency shelter and transitional housing needs of homeless persons The City did not allocate CDBG funds for emergency shelter; however, CDBG funding was used to provide supportive services for homeless families residing in transitional housing. Twelve individuals were assisted during the 2024-2025 reporting period.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The City allocated CDBG funds to South County Outreach (SCO) for their Homelessness Prevention program. SCO reports assisting 202 Aliso Viejo residents with case management and food bank services – 22 of these individuals also received rent or utility assistance to prevent the loss of housing or critical utilities. OCHA reports that federal rental assistance vouchers and certificates (Continuum of Care Program Permanent Supportive Housing Certificates) were provided to five homeless households in Aliso Viejo. Five homeless veteran households also benefited from Veterans Affairs Supportive Housing (VASH) vouchers.

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
55 2024-2025 CAPER 10
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 As indicated above, five homeless families received Continuum of Care Program Permanent Supportive Housing Certificates, and five homeless veteran households received VASH vouchers.

During the reporting period, the City also allocated CDBG funds to Family Assistance Ministries to provide case management and supportive services to formerly homeless families residing in transitional housing.

56 2024-2025 CAPER 11
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Aliso Viejo does not own or manage public housing.

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

Actions taken to provide assistance to troubled PHAs
Not applicable.
57 2024-2025 CAPER 12
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The 2024-2025 Annual Action Plan indicates that the City will address barriers to affordable housing by taking the following actions:
• The City’s Zoning Code contains regulations and procedures for approval of a density bonus and additional incentives for affordable or senior housing. • The Zoning Code includes regulations and procedures for approving accessory dwelling units (ADUs) and junior accessory dwelling units consistent with current State law. • The City will consider modifying parking and landscape requirements for qualified projects such as affordable or senior housing development.
• The City’s General Plan identified several Community Benefit Overlay (CBO) areas where alternative development standards could be used to maximize development. CBO areas are typically identified in the General Plan with intensive future use. • The General Plan requires that 15% of apartment units converted to condominiums be affordable to very-low- and low-income households. The City also requires that displaced tenants receive relocation assistance. All affordable ownership units are subject to affordability covenants restricting the sale to a low-income or very-low-income buyer. • The City’s Zoning Ordinance requires reasonable accommodations for persons with disabilities.

For example, a waiver of setback requirements can be provided to ensure a paved path of travel can be provided to residents with mobility impairments. • The City adopted a Green Building Program that offers incentives, such as expedited processing or fee waivers, when project proponents agree to incorporate environmentally sensitive, sustainable, and energy-efficient construction techniques into their projects. • The City is developing permit-tracking software to streamline the development review process and reduce costs.

No affordable housing development activity occurred during the 2024-2025 reporting period that took advantage of these incentives.

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

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The 2024-2025 Annual Action Plan indicates that the City will take specific steps to address the needs of underserved residents (seniors, the disabled, and the homeless). During the reporting period, the City supported OCHA’s efforts to obtain additional rental assistance funding, especially for senior and low- income households. OCHA reports that it assisted 97 senior households and 35 disabled households 58 2024-2025 CAPER 13
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 with rental assistance during the reporting period. Additionally, Age Well Senior Services provided Meals on Wheels services to 61 Aliso Viejo seniors.

During the reporting period, the construction of ADA-compliant sidewalk curb ramps was initiated. The project was initially funded in FY 2023-2024; however, the City substantially amended its Action Plan in 2023 to reallocate the bulk of project funding to support the purchase of an affordable housing unit. The City replenished CDBG funding for the curb ramp project in FY 2024-2025. The project will upgrade 17 existing curb ramps to comply with current ADA regulations, thereby providing seniors and the disabled with an improved barrier-free path of travel. The project is slated to be completed by October 2025.

Actions to address homelessness are outlined above.

The Fair Housing Foundation provided fair housing counseling services aimed at ensuring all households have access to safe and decent housing that they desire and can afford, without regard to their race, color, religion, gender, sexual orientation, national origin, familial status, marital status, disability, ancestry, age, source of income, or other characteristics protected by law. The Fair Housing Foundation assisted 51 households during the 2024-2025 reporting period, including addressing five allegations of physical disability fair housing law discrimination complaints, which were resolved through counseling.

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

Should the City establish a CDBG-funded housing rehabilitation program, staff will ensure assisted units are assessed for lead-based paint hazards. If hazards are identified, funding may be allocated to mitigate or remove them per HUD regulations.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to the U.S. Census Bureau, approximately 5.2% of Aliso Viejo residents have incomes below the poverty line. The data further indicates that about 9.8% of City residents aged 65 and older and 5.2% of children under 18 live below the poverty level. [1] The Consolidated Plan and Annual Action Plan indicate that the City will support the services listed below to reduce the number of families living in poverty:
• Support affordable housing programs, including rehabilitation for lower-income, senior, and disabled homeowners and rental assistance for very low-income renters via OCHA. During the reporting period, OCHA provided rental assistance to 151 renter households, including 19 “family,” 97 senior, and 35 disabled renter households. • Family Assistance Ministries utilized CDBG funds to provide case management and supportive services to a lower-income household that recently transitioned from temporary housing to 59 2024-2025 CAPER 14
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 permanent affordable housing.
• The Fair Housing Foundation educated and counseled 51 households regarding their rights to access safe and decent housing. Approximately 51.0% of households served are very low- income.
[1. POVERTY STATUS IN THE PAST 12 MONTHS, 2023 American Community Survey 5-Year Estimates, S1701.] Actions taken to develop institutional structure. 91.220(k); 91.320(j) During FY 2024-2025, the City continued efforts to eliminate institutional gaps and enhance program coordination with the community. For example, the City partnered with a nonprofit to deliver social services. City departments also continued to work together to implement CDBG-funded activities that addressed community priority needs. The City assisted OCHA by participating in the Cities Advisory Committee – a quarterly meeting of cities and OCHA to discuss federal rental housing assistance and regional housing issues. As a backer of the Orange County Continuum of Care, the City provided critical support for the regional Continuum of Care (CoC) as it prepared the County’s CoC Homeless Assistance grant application for HUD’s consideration.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
As indicated above, the City participated in the regional coordination of housing resources by participating in the quarterly Cities Advisory Committee held by OCHA to discuss federal rental housing assistance. The City also continued to work with private developers to identify potential housing development opportunities, including projects with an affordable housing component.

Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; and (5) comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate metropolitan-wide fair housing planning. The Analysis of Impediments to Fair Housing Choice (AI) is the primary document for this purpose.

The City participated as one of 19 local jurisdictions preparing the Orange County 2020-2024 Analysis of Impediments to Fair Housing (OC-AI). The OC-AI identified various actions that can be implemented over five years to address regional and local barriers to fair housing. The City contracts with the Fair Housing Foundation (FHF) to provide fair housing outreach, education, and enforcement services and to help the City address the impediments to fair housing identified in the County AI. A summary of the action steps taken by the City and the FHF to address fair housing impediments is provided in Attachment 3.

60 2024-2025 CAPER 15
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
The City CDBG program policies and procedures include a requirement to monitor sub-recipients. The purpose of this oversight is to provide program staff with information necessary to verify the accuracy of data supplied by sub-recipients, ensure that sub-recipients are carrying out individual activities as described in their contracts, and ensure that sub-recipients use appropriate accounting and record- keeping methods as it relates to the use of CDBG funds. Each grant year will typically begin with sub- recipient training to discuss several topics, such as 1) a review of CDBG program goals, objectives, and sub-recipient obligations; 2) a review of the content of the sub-recipient agreements; and 3) a review of the regulations related to the CDBG program that impact sub-recipient program implementation. For FY 2024-2025, this training was held in December 2024.

On-site monitoring of sub-recipients is conducted biennially unless program or administrative issues are identified or the grant recipient is new to CDBG. The City conducted on-site monitoring during the FY 2024-2025 reporting period. In general, sub-recipients are complying with program regulations.

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

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

To encourage resident participation in the City’s CDBG program, the City published a notice in the Orange County Register on September 1, 2025, announcing a 15-day public comment period and public meeting for the 2024-2025 CAPER. The CAPER was made available for public review and comment from September 1, 2025, through September 15, 2025, at Aliso Viejo City Hall located at 12 Journey, Aliso Viejo, CA, and on the City of Aliso Viejo website at www.avcity.org. A meeting to obtain additional public comments was held on September 17, 2025. A copy of this notice and a summary of public comments are provided in Attachment 4.
61 2024-2025 CAPER 16
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

No changes or amendments to the FY 2024-2025 Annual Action Plan were undertaken during the reporting period.

Broadband Access
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. 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.

Hazard Mitigation
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 OC Fire Authority, OC Flood Control District, and the OC Sheriff's Department. Resident input was also solicited.

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

Not applicable.
62 2024-2025 CAPER 17
OMB Control No: 2506-0117 (exp. 09/30/2021) Draft 9/2/25 CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Table 8 – Total Labor Hours
Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 NA NA NA NA
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours

Table 9 – Qualitative Efforts - Number of Activities by Program Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.

Direct, on-the job training (including apprenticeships) Indirect training such as arranging for, contracting for, or paying tuition for, off-site training
Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching)
Outreach efforts to identify and secure bids from Section 3 business concerns
Technical assistance to help Section 3 business concerns understand and bid on contracts
Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns
Provided or connected residents with assistance in seeking employment including: drafting resumes,preparing for interviews, finding job opportunities, connecting residents to job placement services

Held one or more job fairs
Provided or connected residents with supportive services that can provide direct services or referrals
Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation

Assisted residents with finding childcare
Assisted residents to apply for or attend community college or a four-year educational institution.

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

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

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

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

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

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

Other.

Narrative
The City did not undertake any activities that were subject to Section 3 regulations during the 2024-2025 reporting period.
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19 - CDBG-CV1 - Small Business Loans
IDIS Activity:

Project:
0004 - CDBG-CV Economic Development
PGM Year:
2020
Description:

ED Direct Financial Assistance to For-
Profits (18A)
Matrix Code:

Sustainability
Create economic opportunities
Objective:

Outcome:

Completed 6/9/2025 12:54:52 PM
12 Journey Aliso Viejo, CA 92656-5335
National Objective:

LMJ
Status:

Location:

Financial assistance to support small businesses impacted by COVID-19 05/06/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060606
$23,483.40
$0.00
$23,483.40
$23,483.40
$0.00
$23,483.40
Proposed Accomplishments
Jobs : 4
Number assisted:

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

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

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

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
1 2
1 0
4 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
2022
2023
2024
CDBG-CV3 funds were allocated to provide grants to small businesses that have been impacted by the COVID-19 pandemic. Grants of up to $7,500 for businesses with 1 to 5 full-time employees, or up to $10,0000 for businesses with 6 to 25 full-time employees will be available.

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

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

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

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

Due to the waning of the COVID-19 pandemic, there has been no interest in the program. Due to a lack of interest, the program has been terminated. Unused funds CDBG-CV funds ($53,588.60) will be available for reprogramming. The Activity has been completed.

Attachment 1
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36 - CDBG-CV - Administration
IDIS Activity:

Project:
0005 - CDBG-CV Administration
PGM Year:
2020
Description:

General Program Administration (21A)
Matrix Code:

Objective:

Outcome:

Open
,
National Objective:

Status:

Location:

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

The City used CV-admin funds during the FY 24-25 reporting period for administrative and reporting tasks.

Unexpended CDBG-CV funds will be carried into the FY 25-26 report period. 08/26/2023
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060606
$5,000.00
$2,770.00
$3,705.00
$5,000.00
$2,770.00
$3,705.00
Proposed Accomplishments
Number assisted:

Actual Accomplishments
Person
Hispanic
0 White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

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

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

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41 - ADA Sidewalk Curb Ramps FY 23-24
IDIS Activity:

Project:
0005 - ADA Sidewalk Curb Ramps (Yr 2)
PGM Year:
2023
Description:

Sidewalks (03L)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

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

LMC
Status:

Location:

Installation of sidewalk curb ramps and domes to comply with current ADA regulations in 17 locations 09/22/2023
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
2021
2023
2024
B20MC060606
B21MC060606
B23MC060606
B24MC060606
$19,899.71
$19,899.71
$19,899.71
$37,618.29
$16,284.73
$16,284.73
$89,979.21
$0.00
$0.00
$103,083.79
$0.00
$0.00
$250,581.00
$36,184.44
$36,184.44
Proposed Accomplishments
People (General) : 1,146
Number assisted:

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

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
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0 0
0 Total:

Hispanic:
0 0
0 0
0 0
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2023
2024
The City initially allocated $318,288 of FY23-24 CDBG funds for the installation of sidewalk curb ramps that comply with current ADA regulations. However, in November 2023, the City substantially amendment its Action Plan to reallocate $245,000 of the funds to purchase an affordable housing unit which left $73,288 for the project. To move forward with the curb ramp project, the City allocated additional funding in FY 24-25 for this project. Construction is anticipated to be completed by the end of FY 24/25.

An additional year of funding ($177,293) has been allocated to the project. Due to the reallocation of funding, the project experienced delays.

The project was out to bid in March 2025. Construction began in June 2025 and should be completed by October 2025.

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43 - Housing Acquisition & Rehab
IDIS Activity:

Project:
0007 - Housing Acquisition & Rehab
PGM Year:
2023
Description:

Acquisition of Real Property (01)
Matrix Code:

Affordability
Provide decent affordable housing
Objective:

Outcome:

Completed 4/18/2025 1:32:55 PM
Address Suppressed
National Objective:

LMH
Status:

Location:

Acquire and rehab existing attached single-family residential unit that will be used as long-term affordable housing. 01/09/2024
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2021
2022
2023
B21MC060606
B22MC060606
B23MC060606
$130,967.71
$0.00
$130,967.71
$14,553.83
$0.00
$14,553.83
$62,044.09
$0.00
$62,044.09
$207,565.63
$0.00
$207,565.63
Proposed Accomplishments
Housing Units : 1
Number assisted:

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

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Owner
Total
Hispanic
2 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 2
0 0
0 0
0 0
0 0
0 0
2 0
0 0
0 0
0 0
0 0
0 Attachment 1
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0 0
0 Total:

Hispanic:
2 2
0 0
0 0
0 0
0 0
2 2
0 Female-headed Households:
2 0
2 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
2 0
0 0
2 100.0%
Renter
0 0
0 0
0 Total
2 0
0 0
2 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2023
2024
In November 2023, the City substantially amended its FY 23-24 Action Plan to reallocate $245,000 from its FY 23-24 ADA Curb Ramp project (#41) to support the acquisition of a housing unit. Funds were also used to renovate the unit which included new flooring, paint, and appliances.

The acquisition was completed in January 2024, and renovation work was completed on June 7, 2024. The City has partnered with Family Assistance Ministries (FAM) to provide supportive housing for homeless families with children. FAM has been working to place a family in the unit but has experienced delays. The unit should be occupied during FY 24-25, at which time accomplishment data will be provided and the activity will be closed. An unexpended balance of $37,434.37 (2023 funds) will be reprogrammed.

The project is complete, and two households have been moved into the unit. An unexpended balance of $37,434.37 (2023 funds) will be available for reprogramming.

Attachment 1
71 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
9 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
9 of 19
44 - Age Well Senior Services
IDIS Activity:

Project:
0001 - Age Well Senior Services
PGM Year:
2024
Description:

Senior Services (05A)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 6/30/2025 12:00:00 AM
10 Journey Aliso Viejo, CA 92656-3317
National Objective:

LMC
Status:

Location:

Meals on Wheels for homebound seniors
10/04/2024
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2024
B24MC060606
$7,355.00
$7,355.00
$7,355.00
$7,355.00
$7,355.00
$7,355.00
Proposed Accomplishments
People (General) : 50
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
3 3
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
52 2
4 1
0 0
0 0
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 61
Attachment 1
72 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
10 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
10 of 19
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
48 8
5 0
61 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2024
CDBG funds are allocated to support Meals on Wheels programs for lower-income homebound seniors. 61 seniors were assisted during the FY 24-25 reporting period. The Activity is complete.

Attachment 1
73 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
11 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
11 of 19
45 - Fair Housing Foundation
IDIS Activity:

Project:
0002 - Fair Housing Foundation
PGM Year:
2024
Description:

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

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 6/30/2025 12:00:00 AM
10 Journey Aliso Viejo, CA 92656-3317
National Objective:

LMC
Status:

Location:

Fair housing outreach, education, enforcement services, and enhanced mediation services 10/04/2024
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2024
B24MC060606
$3,785.00
$3,785.00
$3,785.00
$3,785.00
$3,785.00
$3,785.00
Proposed Accomplishments
People (General) : 50
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
10 10
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
38 4
8 0
0 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 51
Attachment 1
74 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
12 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
12 of 19
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
15 11
16 9
51 82.4%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2024
CDBG funds were allocated to support fair housing outreach, education, and enforcement services, with the goal of affirming fair housing in the community and eliminating barriers to fair housing opportunities. A total of 51 households were assisted during the FY 24-25 reporting period.

Seven fair housing allegations have been filed during the reporting period - 5 regarding physical disabilities, 1 regarding religion, and 1 regarding source of income. All allegations were resolved except for 2 complaints regarding physical disability. Cases were opened for further investigation. The majority of housing issues received are related to habitability, notices, and deposits.

Attachment 1
75 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
13 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
13 of 19
46 - Family Assistance Ministries
IDIS Activity:

Project:
0003 - Family Assistance Ministries
PGM Year:
2024
Description:

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

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 6/30/2025 12:00:00 AM
10 Journey Aliso Viejo, CA 92656-3317
National Objective:

LMC
Status:

Location:

Case management and support services for families with children residing in transitional housing 10/04/2024
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2024
B24MC060606
$8,125.00
$8,125.00
$8,125.00
$8,125.00
$8,125.00
$8,125.00
Proposed Accomplishments
People (General) : 10
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
2 0
0 0
6 8
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
10 0
0 0
0 0
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 12
Attachment 1
76 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
14 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
14 of 19
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
12 0
0 0
12 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2024
CDBG funds are allocated to provide supportive services to families with children residing in transitional housing. During the FY 24-25 report period, 12 individuals were assisted. The Activity is complete.

Attachment 1
77 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
15 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
15 of 19
47 - South County Outreach
IDIS Activity:

Project:
0004 - South County Outreach
PGM Year:
2024
Description:

Subsistence Payment (05Q)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 6/30/2025 12:00:00 AM
7 Whatney Irvine, CA 92618-2839
National Objective:

LMC
Status:

Location:

Case management and direct client aide (emergency rent and utility assistance to prevent eviction or termination of utility services) 10/04/2024
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2024
B24MC060606
$21,635.00
$21,635.00
$21,635.00
$21,635.00
$21,635.00
$21,635.00
Proposed Accomplishments
People (General) : 20
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 15
20 35
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
150
10 15
0 1
0 1
3 0
22 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
202
Attachment 1
78 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
16 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
16 of 19
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
154
42 6
0 202
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2024
CDBG funds are allocated to provide case management and direct client aide (emergency rent and utility assistance) to prevent eviction or termination of utility services. A total of 202 individuals were assisted during the FY 24-25 reporting period, including 22 individuals who benefited from rent or utility assistance. The Activity is complete.

Attachment 1
79 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
17 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
17 of 19
48 - CDBG Program Administration
IDIS Activity:

Project:
0005 - CDBG Program Administration
PGM Year:
2024
Description:

General Program Administration (21A)
Matrix Code:

Objective:

Outcome:

Open
,
National Objective:

Status:

Location:

CDBG program administration, including preparation of required applications and reports.

The Activity is complete.

An unexpended balance of $22,608.03 (2024 funds) will be reprogrammed. 10/04/2024
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2024
B24MC060606
$54,500.00
$31,891.97
$31,891.97
$54,500.00
$31,891.97
$31,891.97
Proposed Accomplishments
Number assisted:

Actual Accomplishments
Person
Hispanic
0 White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
Renter
Total
Hispanic
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1
80 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
18 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
18 of 19
Female-headed Households:
0 Income Category:

Attachment 1
81 04-Sep-2025
U.S. Department of Housing and Urban Development
19:03
19 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2024

ALISO VIEJO
Page:

PR03 - ALISO VIEJO
19 of 19
$582,030.03
$111,746.41
$343,730.44
Total Funded Amount:

Total Drawn In Program Year:

Total Drawn Thru Program Year:

Attachment 1
82 PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE:
1 14:12
09-02-25
Program Year 2024

ALISO VIEJO , CA
Metrics
Grantee
Program Year
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT
06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01-07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES 11-14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT
21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20)
22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11)

LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS
26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45)

ALISO VIEJO , CA
2,024.00

184,931.58
272,693.00

0.00 0.00

0.00 457,624.58

77,084.44

0.00 77,084.44
31,891.97

0.00 0.00
108,976.41
348,648.17

0.00 0.00
77,084.44

0.00 77,084.44
100.00%

PY: PY: PY:

0.00 0.00

0.00%

40,900.00

0.00 0.00

0.00 40,900.00
272,693.00

0.00 0.00
272,693.00

15.00%

31,891.97

0.00 0.00

0.00 31,891.97
272,693.00

0.00 0.00
272,693.00

11.70%
Attachment 2
1 of 6
83 PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE:
2 14:12
09-02-25
Program Year 2024

ALISO VIEJO , CA
LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 No data returned for this view. This might be because the applied filter excludes all data.

LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 No data returned for this view. This might be because the applied filter excludes all data.

LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2023

2024
2024
2024

2024
2024
2024
2024

Total
5 3
3 3
1 1
1 1
2 2
2 2
4 4
4 4
41 46
46 46
44 44
44 44
45 45
45 45
47 47
47 47
7051918
6967460
6986397
7018729
6967460
6986397
7018729
7051918
6967460
6986397
7018729
7051918
6967460
6986397
7018729
7051918
ADA Sidewalk Curb Ramps FY 23-24
Family Assistance Ministries
Family Assistance Ministries
Family Assistance Ministries
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Fair Housing Foundation
Fair Housing Foundation
Fair Housing Foundation
Fair Housing Foundation
South County Outreach
South County Outreach
South County Outreach
South County Outreach
03L
03L
03T
03T
03T
03T
05A
05A
05A
05A
05A
05J
05J
05J
05J
05J
05Q
05Q
05Q
05Q
05Q
LMC
Matrix Code 03L
LMC
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
LMC
Matrix Code 05J
LMC
LMC
LMC
LMC
Matrix Code 05Q
$36,184.44
$36,184.44
$4,401.54
$1,995.30
$1,728.16
$8,125.00
$1,840.00
$1,840.00
$1,840.00
$1,835.00
$7,355.00
$887.18
$1,065.60
$888.82
$943.40
$3,785.00
$1,081.75
$10,823.49
$2,998.75
$6,731.01
$21,635.00
$77,084.44
LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name
Grant Number
Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2024
2024
2024

2024
2024
2024
2024

3 3
3 1
1 1
1 2
2 2
2 4
4 4
4 46
46 46
44 44
44 44
45 45
45 45
47 47
47 47
6967460
6986397
7018729
6967460
6986397
7018729
7051918
6967460
6986397
7018729
7051918
6967460
6986397
7018729
7051918
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Family Assistance Ministries
Family Assistance Ministries
Family Assistance Ministries
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Fair Housing Foundation
Fair Housing Foundation
Fair Housing Foundation
Fair Housing Foundation
South County Outreach
South County Outreach
South County Outreach
South County Outreach
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
B24MC060606
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
03T
03T
03T
03T
05A
05A
05A
05A
05A
05J
05J
05J
05J
05J
05Q
05Q
05Q
05Q
05Q
LMC
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
LMC
Matrix Code 05J
LMC
LMC
LMC
LMC
Matrix Code 05Q
$4,401.54
$1,995.30
$1,728.16
$8,125.00
$1,840.00
$1,840.00
$1,840.00
$1,835.00
$7,355.00
$887.18
$1,065.60
$888.82
$943.40
$3,785.00
$1,081.75
$10,823.49
$2,998.75
$6,731.01
$21,635.00
Attachment 2
2 of 6
84 PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE:
3 14:12
09-02-25
Program Year 2024

ALISO VIEJO , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name
Grant Number
Fund
Type
Matrix
Code
National
Objective
Drawn Amount
Total
No
Activity to prevent, prepare for, and respond to Coronavirus $40,900.00
$40,900.00
LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2024
2024
2024
2024

Total
5 5
5 5
48 48
48 48
6967460
6986397
7018729
7051918
CDBG Program Administration
CDBG Program Administration
CDBG Program Administration
CDBG Program Administration
21A
21A
21A
21A
21A
Matrix Code 21A
$8,662.06
$8,090.00
$5,493.50
$9,646.41
$31,891.97
$31,891.97
Attachment 2
3 of 6
85 PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE:
1 14:17
09-02-25

ALISO VIEJO , CA
Metrics
New Grantee (CV)
PART I: SUMMARY OF CDBG-CV RESOURCES
01 CDBG-CV GRANT
02 FUNDS RETURNED TO THE LINE-OF-CREDIT
03 FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
04 TOTAL CDBG-CV FUNDS AWARDED
PART II: SUMMARY OF CDBG-CV EXPENDITURES
05 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 06 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
07 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
08 TOTAL EXPENDITURES (SUM, LINES 05 - 07)
09 UNEXPENDED BALANCE (LINE 04 - LINE8 )
PART III: LOWMOD BENEFIT FOR THE CDBG-CV GRANT
10 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
11 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
12 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
13 TOTAL LOW/MOD CREDIT (SUM, LINES 10 - 12)
14 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 05)
15 PERCENT LOW/MOD CREDIT (LINE 13/LINE 14)
PART IV: PUBLIC SERVICE (PS) CALCULATIONS
16 DISBURSED IN IDIS FOR PUBLIC SERVICES
17 CDBG-CV GRANT
18 PERCENT OF FUNDS DISBURSED FOR PS ACTIVITIES (LINE 16/LINE 17) PART V: PLANNING AND ADMINISTRATION (PA) CAP
19 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
20 CDBG-CV GRANT
21 PERCENT OF FUNDS DISBURSED FOR PA ACTIVITIES (LINE 19/LINE 20)

ALISO VIEJO , CA

414,751.00

0.00 0.00
414,751.00

355,532.90
3,705.00

0.00 359,237.90
55,513.10

0.00 0.00
355,532.90
355,532.90
355,532.90
100.00%

332,049.50
414,751.00

80.06%

3,705.00
414,751.00

0.89%
Attachment 2
4 of 6
86 PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE:
2 14:17
09-02-25

ALISO VIEJO , CA
LINE 10 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 10 No data returned for this view. This might be because the applied filter excludes all data.

LINE 11 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 11 No data returned for this view. This might be because the applied filter excludes all data.

LINE 12 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 12 Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
Total
3 4
17 18
30 31
19 6512426
6538181
6672624
6676334
6803934
6512426
6538181
6657643
6672624
6759707
6803934
6872985
6929482
6657643
6672624
6932072
6672624
6759707
6803934
6720862
6759707
6803934
6804272
6833333
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV3 Age Well Senior Services
CDBG-CV3 Age Well Senior Services
CDBG-CV3 Age Well Senior Services
CDBG-CV3 YMCA
CDBG-CV3 YMCA
CDBG-CV3 YMCA
CDBG-CV1 - Small Business Loans
CDBG-CV1 - Small Business Loans
CDBG-CV1 - Small Business Loans
CDBG-CV1 - Small Business Loans
CDBG-CV1 - Small Business Loans
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05A
05A
05A
05L
05L
05L
18A
18A
18A
18A
18A
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMJ
LMJ
LMJ
LMJ
LMJ
$6,267.04
$12,160.72
$37,355.25
$14,657.79
$8,083.95
$14,089.52
$7,917.00
$14,344.86
$24,357.99
$15,934.56
$1,880.82
$43,087.15
$56,912.85
$30,000.00
$10,000.00
$10,000.00
$3,616.95
$7,401.77
$13,981.28
$2,295.00
$1,125.00
$2,563.40
$7,500.00
$10,000.00
$355,532.90
LINE 16 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 16 Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
3 17
18 6512426
6538181
6672624
6676334
6803934
6512426
6538181
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - Family Assistance Ministries
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
05Q
05Q
05Q
05Q
05Q
05Q
05Q
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$6,267.04
$12,160.72
$37,355.25
$14,657.79
$8,083.95
$14,089.52
$7,917.00
Attachment 2
5 of 687
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE:
3 14:17
09-02-25

ALISO VIEJO , CA
Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
Total
3 18
30 31
6657643
6672624
6759707
6803934
6872985
6929482
6657643
6672624
6932072
6672624
6759707
6803934
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV1&3 - South County Outreach
CDBG-CV3 Age Well Senior Services
CDBG-CV3 Age Well Senior Services
CDBG-CV3 Age Well Senior Services
CDBG-CV3 YMCA
CDBG-CV3 YMCA
CDBG-CV3 YMCA
05Q
05Q
05Q
05Q
05Q
05Q
05A
05A
05A
05L
05L
05L
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$14,344.86
$24,357.99
$15,934.56
$1,880.82
$43,087.15
$56,912.85
$30,000.00
$10,000.00
$10,000.00
$3,616.95
$7,401.77
$13,981.28
$332,049.50
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan Year
IDIS Project
IDIS
Activity
Voucher
Number
Activity Name
Matrix
Code
National
Objective
Drawn Amount
2020
Total
5 36
6929482
6967460
6986397
7051918
CDBG-CV - Administration
CDBG-CV - Administration
CDBG-CV - Administration
CDBG-CV - Administration
21A
21A
21A
21A
$935.00
$2,000.00
$605.00
$165.00
$3,705.00
Attachment 2
6 of 6
88 City of Aliso Viejo Analysis of Impediments to Fair Housing Summary

Page 1 of 2 ends

Attachment 3
PROPOSED AI GOALS AND STRATEGIES FY 2024-2025 ACCOMPLISHMENTS 1) In collaboration with the OCHA:
a) Attend quarterly Orange County Housing Authority (OCHA) Housing Advisory Committee to enhance the exchange of
information regarding the availability, procedures, and policies related to the Housing Assistance Voucher program and regional housing issues.
b) Support OCHA's affirmative fair marketing plan and de- concentration policies by providing five-year and annual PHA plan certifications.
c) In coordination with OCHA and fair housing services provider, conduct landlord education campaign to educate property owners about State law prohibiting discrimination based on household income.
a) City staff attended online meetings during the reporting period. b) The City provided the PHA Plan certifications to OCHA staff upon request. c) California law expanded "source of income" protections to individuals who use housing rent assistance (e.g., Housing Choice Voucher), effective January 2020. The Fair Housing Foundation (FHF) is prepared to receive and address these types of complaints. FHF received 1 allegation of discrimination based on income from Aliso Viejo residents during the FY 24-25 reporting period, which was resolved through counseling. 2) Through the City's fair housing contractor:
a) Provide fair housing education and information to apartment managers and homeowner associations on why denial of
reasonable modifications/accommodations is unlawful.
b) Conduct multi-faceted fair housing outreach to tenants, landlords, property owners, realtors, and property
management companies. Methods of outreach may include
workshops, informational booths, presentations to
community groups, and distribution of multi-lingual fair housing literature.
c) Provide general fair housing counseling and referral services to address tenant-landlord issues, investigate allegations of fair housing discrimination, and take appropriate actions to conciliate cases or refer to appropriate authorities.
d) Include testing/audits within the scope of work with fair housing provider.
a) During the reporting period, the FHF received 0 inquiries from Aliso Viejo residents regarding reasonable accommodation.
b) FHF conducted or attended 3 community fairs, community meetings, and workshops.

Activities were available to Aliso Viejo residents, landlords, and property managers.

Additionally, the FHF distributed 1,988 pieces of fair housing literature throughout Aliso Viejo during the reporting period.
c) The FHF assisted 51 unduplicated Aliso Viejo households by addressing various housing issues, disputes, and inquiries. The primary issues addressed during the reporting period included habitability and notices. Most cases were resolved through education and counseling. The FHF received 7 allegations of fair housing law violations from Aliso Viejo residents during the reporting period (5 regarding physical disability, 1 sex, and 1 regarding income source). All allegations were resolved through counseling. d) FHF conducts its audits based on the most common protected classes. No audits or testing were conducted for Aliso Viejo during FY 24-25. e) City staff discuss fair housing programming strategies for education and enforcement activity with the FHF on an annual basis.
89 City of Aliso Viejo Analysis of Impediments to Fair Housing Summary

Page 2 of 2 ends

Attachment 3
e) Regularly consult with the City's fair housing contractor on potential strategies for affirmatively furthering fair housing on an ongoing basis.
3) Support local eviction prevention strategies to reduce the number of homeless individuals and families (homelessness prevention services).
▪ The City used CDBG and CDBG-CV funds to support services to prevent the loss of housing.
4) Prepare a new Housing Element that is compliant with all current State laws and is certified by the California Department of Housing and Community Development (HCD).
▪ On 1/19/22, the City adopted its 6th Cycle Housing Element, which was submitted to HCD for certification. HCD reviewed the draft Housing Element and issued a response letter, which includes a list of items to be addressed for certification. City staff continue to prepare a revised draft that addresses the HCD response letter. The City re-adopted the Housing Element on 6/7/23, and HCD certified it on 6/24/24. 5) Update zoning ordinance to comply with current State law. ▪ The City will revise its zoning ordinance to ensure that regulations pertaining to density bonus, supportive housing, and low-barrier navigation centers are consistent with State law during the FY 22-23 reporting period. The City adopted Ordinance 2024-237 on 2/21/24 to update the zoning ordinance.

90 60367.01100\42222923.1

City of Aliso Viejo

AGENDA ITEM

DATE: September 9, 2025

TO: Mayor and City Council

FROM: Scott C. Smith, City Attorney

SUBJECT: RESOLUTION AMENDING THE CITY EMPLOYEE SALARY SCHEDULE

TO REFLECT THE FIRST AMENDMENT TO CITY MANAGER

EMPLOYMENT AGREEMENT

Recommended Action:

Adopt a Resolution amending the City employee salary schedule to reflect the First Amendment to City Manager Employment Agreement between the City of Aliso Viejo and Mitzi Ortiz adopted on September 3, 2025, and memorializing the terms of her continued employment in the position of City Manager.

Fiscal Impact:

The salary provided in the First Amendment to Ci ty Manager Employment Agreement is contemplated in the Fiscal Year 2025 -26 budget and approved by the Council with the Amendment.

Background:

The California Public Employees’ Retirement Systems (CalPERS) requires that every City employee’s pay must be included in a comprehen sive salary schedule adopted by the City Council. (California Code of Regulations (CCR) Section 570.5.)

Discussion:

The Council sets the salary of all City employees at once when it adopts the City’s salary schedule, with the exception of the City Manager’s salary, which it sets with amendments to the City Manager’s employment agreement. With the Council’s recent approval of the First Amendment to City Manager Employment Agreement at its September 3, 2025 meeting, an update to the Aliso Viejo Employee Salary Schedule is necessary to ensure compliance with CalPERS.

Attachments:

1. Resolution

2. Salary Schedule
91 60367.01100\44161642.1

Page 1 of 2 ends

RESOLUTION NO. 2025-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ALISO

VIEJO, CALIFORNIA, APPROVING A SALARY SCHEDULE FOR CITY

OF ALISO VIEJO EMPLOYEES

WHEREAS, the City’s Employee Salary Schedule must be updated to memorialize any changes following City Council approval of the m, including the First Amendment to City Manager Employment Agreement on September 3, 2025;

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA HEREBY RESOLVES AS FOLLOWS:

The City Council hereby adopts the City Employee Salary Schedule to include the adjusted City Manager salary, effective July 1, 2025.

PASSED, APPROVED AND ADOPTED this 17th day of September, 2025.

__________________________
Tiffany Ackley
Mayor

APPROVED AS TO FORM: ATTEST:

__________________________ __________________________
Scott C. Smith, City Attorney Janet Martinez, City Clerk

92 60367.01100\44161642.1

Page 2 of 2 ends

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 17th day of September 2025, by the following roll call vote, to wit:

AYES:

NOES:

ABSENT:

___________________________

JANET MARTINEZ

CITY CLERK

(SEAL)
93 Full-Time Classifications
Annual Range
Minimum
Annual Control
Point
Annual Range
Maximum
Accountant $78,264 $89,681 $107,616
Accountant/Payroll $74,538 $85,410 $102,493
Accounting Technician $56,001 $64,170 $77,005
Accounting Supervisor $107,612 $123,308 $147,965
Administrative Secretary $60,348 $74,902 $89,882
Assistant Planner $73,557 $84,286 $101,143
Associate Engineer $100,600 $115,275 $138,331
Associate Planner $86,308 $98,897 $118,676
City Clerk $131,694 $150,899 $181,079
City Manager (Contract, effective 7/1/25) $294,000
Director of Administrative Services $172,010 $202,135 $242,562 Director of Community Development $172,010 $202,135 $242,562 Director of Financial Services/City Treasurer $172,010 $202,135 $242,562 Director of Government Services $172,010 $202,135 $242,562 Director of Public Works $172,010 $202,135 $242,562
Director of Recreation and Community Services $172,010 $202,135 $242,562 Executive Assistant $74,430 $85,288 $102,345
Facilities Supervisor $88,294 $101,170 $121,404
Financial Analyst $78,264 $89,681 $107,616
Financial Services Manager $125,212 $143,477 $172,172
Human Resources Analyst $88,293 $101,170 $121,404
Human Resources Manager $119,850 $142,334 $164,819
IT Analyst $78,264 $89,681 $107,616
IT Manager $128,522 $152,085 $182,502
Junior Accountant $67,761 $77,646 $93,176
Management Analyst $80,768 $92,551 $111,060
Office Assistant $46,032 $52,747 $63,297
Office Specialist $50,636 $61,923 $74,307
Permit Technician $67,014 $76,999 $92,398
Planning Technician $62,008 $71,053 $85,263
Recreation Coordinator $71,439 $81,860 $98,232
Recreation and Community Services Manager$119,228 $136,621 $163,944 Recreation and Community Services Supervisor $82,155 $94,139 $112,967 Recreation Specialist $50,108 $57,417 $68,900
Secretary to the City Manager $74,430 $90,629 $108,754
Senior Accountant $90,004 $103,133 $123,759
Senior Planner $100,431 $115,080 $138,096
Senior Planner I $100,431 $126,195 $151,433
Streets Supervisor $88,294 $101,170 $121,404
Systems Administrator $93,838 $109,824 $131,789
City of Aliso Viejo
Salary Schedule
Effective September 17, 2025

Page 1 of 2 ends

City of Aliso Viejo
Salary Schedule
Effective September 17, 2025
Elected Officials Compensation
Council Members (Municipal Code) $520
Mayor (Municipal Code) $520
Part-Time Classifications Minimum Point Maximum
Crime Prevention Specialist $33.40 $38.27 $45.93
Human Resources Manager $57.62 $68.43 $79.24
Office Assistant $22.13 $25.36 $30.43
Planning Aide $17.52 $20.08 $24.09
Recreation Leader $17.25 $19.15 $22.99
Senior Recreation Leader $19.83 $22.03 $26.44

Page 2 of 2 ends

City of Aliso Viejo

AGENDA ITEM

DATE: September 17, 2025

TO: Mayor and City Council

FROM: Ann Eifert, Director of Financial Services

SUBJECT: EMPLOYEE MONTHLY HEALTH BENEFIT ALLOWANCE

Recommended Action:

Adopt a Resolution approving an increase to the employee monthly health benefit allowance for Plan Year 2026.

Fiscal Impact:

If approved, the total budget impact for the current fiscal year is estimated at $6,930 and can be accommodated in the FY 202 5-26 budget. Total annual costs are estimated at $13,860 and will be budgeted accordingly in future fiscal years.

Background:

The City offers a monthly benefit allowance to full-time employees for health, dental, and vision insurance, as well as the CalPERS Retirement Survivors Benefit. Each year and prior to Open Enrollment, staff reviews changes to the upcoming calendar year’s benefit costs and presents the City Council with recommended changes to the monthly employee benefit allowance. Historicall y, the monthly benefit allowance was based on providing family coverage for benchmark health, dental, and vision plans; however, due to high medical plan premium increases over the last few years, in 2023 Council approved moving to a tiered system based on the number of enrolled dependents.

Discussion:

Health Insurance

CalPERS recently announced the 2026 Health Plan Premiums for the various HMO and PPO plans offered. The premiums reflect a 4 to 11% increase from 2025, depending on the type of plan. The estimated impact to City employees ranges from $43 per month for Employee Only to $271 per month for Family. The monthly increases for each employee depend on the plan selected and number of dependents.

Page 2 of 2 ends

Staff recommends continuing with a tiered sys tem and proposing a $35 per month increase for Employee Only and Employee +1 and a $100 per month increase for the Family tier.

No increase is recommended for employees that opt-out of health coverage. However, if an employee that opts out of coverage has a qualifying event during the year and elects to participate in one of the City-offered medical insurance plans, the employee will receive the monthly benefit allowance at the appropriate tier.

Dental and Vision Insurance

There are no anticipated increases to the dental and vision premiums.

Retirement Survivors Benefit

The CalPERS Retirement Survivors’ Benefit has increased from $2.95 to $3.00.

Proposed Tiers

If approved, the 202 6 Plan Year Monthly Health Benefit Allowance would increase as detailed below:

Tier
Current 2025
Allowance
Proposed
Increase
Proposed 2026
Allowance
Opt-Out $ 2,242.58 $ - $ 2,242.58 Employee Only $ 2,422.58 $ 35.00 $ 2,457.58 Employee + 1 $ 2,502.58 $ 35.00 $ 2,537.58 Family $ 2,627.58 $ 100.00 $ 2,727.58

Attachment:

1. Resolution

Page 1 of 4 ends

RESOLUTION NO. 2025-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ALISO

VIEJO, CALIFORNIA, ADOPTING A BENEFIT SCHEDULE FOR FULL -

TIME CITY EMPLOYEES

WHEREAS, the City of Aliso Viejo, provides benefits to full -time employees including a cafeteria plan that may be used for health, dental, vision, retirement survivor benefit and other optional benefits; and
WHEREAS, the City of Aliso Viejo, desires to promote employer -employee relations by increasing benefits of City employees for the 2026 plan year; and

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ALISO VIEJO AS FOLLOWS:

Section 1: The Benefits Schedule, attached hereto as Exhibit “A” is hereby adopted.

Section 2: The Mayor shall sign this Resolution and the City Clerk shall certify the adoption thereof.

PASSED, APPROVED AND ADOPTED this 17th day of September, 2025.

Tiffany Ackley, Mayor

APPROVED AS TO FORM: ATTEST:

Scott C. Smith, City Attorney Janet Martinez, City Clerk 98

Page 2 of 4 ends

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 Resolution No. 202 5- duly passed and adopted by the City Council of the City of Aliso Viejo at their regular meeting held on the 17th day of September, 2025, by the following roll call vote, to wit:

AYES:

NOES:

ABSENT:

JANET MARTINEZ

CITY CLERK

(SEAL)
99

Page 3 of 4 ends

EXHIBIT A
Benefits

The City shall provide the following as options for employee and dependent insurance coverage, with noted exceptions:

Cafeteria Coverages:

Health Insurance
Effective the month following employment, employees may enroll in one of the health insurance plans offered by the City and will be provided the option to enroll eligible dependents.

Dental Insurance
Effective the month following the first full month after employment, employees may enroll in the provided dental insurance plans and will be provided the option to enroll eligible dependents.

Vision Insurance
Effective the month following the first full month after employment, employees may enroll in the provided vision insurance plans and will be provided the option to enroll eligible dependents.

Retirement Survivors Benefit
Upon employment, all eligible employees shall enroll in CalPERS and pay for the Survivors Benefit.

The City’s contribution toward the monthly benefit allowance for Plan Year 2026 shall not exceed the allowances shown below.

Employee Only Employee + 1 Family Opt Out
2026 Monthly
Benefit Allowance $2,457.58 $2,537.58 $2,727.58 $2,242.58

The health, dental and vision insurance chosen by the employee will determine their premiums. Premiums in excess of the cafeteria plan benefit allowance shall be deducted from the employee’s compensation.

The City shall provide the following benefits to full -time employees in addition to the aforementioned cafeteria plan benefits. The benefit levels have remained the same from the previous year.
100

Page 4 of 4 ends

City-paid Coverages:

Life Insurance
Effective the month following employment or approval of the provider, the City shall provide full-time employees with a life insurance plan in the amount equal to a full year's base salary.

Disability Insurance
Effective the month following employment or approval of the provider, the City shall provide long-term disability coverage with benefits calculated on 60% of the employee’s pre-disability earnings, up to a maximum of $10,000 per month. This amount may be reduced by other income sources.
101

Aliso Viejo City CouncilSeptember 17, 2025

Aliso Viejo City Council
September 17, 2025