Aliso Viejo City Council
March 18, 2026

City Council Agenda

AGENDA

ALISO VIEJO CITY COUNCIL
WEDNESDAY, MARCH 18, 2026
7:00 PM REGULAR MEETING

CITY HALL

COUNCIL CHAMBERS
12 JOURNEY

ALISO VIEJO, CA

Mayor Max Duncan
Mayor Pro Tem Mike Munzing
Councilmember Tiffany Ackley
Councilmember Garrett Dwyer
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 p resented 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.

ANN EIFERT SCOTT C. SMITH KATHY BAILOR

INTERIM CITY MANAGER CITY ATTORNEY INTERIM CITY CLERK

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City Council Agenda

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 APPOINTMENT
Pursuant to Government Code section 54957(b)
Title: City Manager

CONFERENCE WITH LABOR NEGOTIATIONS
Pursuant to Government Code section 54957.6
Agency Designated Representatives: Mayor and Mayor Pro Tem Unrepresented Employee: City Manager

CALL TO ORDER: Convene Regular Meeting

ROLL CALL

PLEDGE OF ALLEGIANCE:

REPORT FROM CLOSED SESSION:

1. SPECIAL PRESENTATIONS:

1.1 BUSINESS OF THE MONTH - BROWN SUGAR OAT BAR

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.
2

City Council Agenda

4. CONSENT CALENDAR:

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

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

4.2 APPROVAL OF MINUTES
Recommended Action: Approve the minutes as submitted for the March 4, 2026, Regular Meeting.

Draft 2026-03-04 Council Regular Minutes

4.3 ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between February 13, 2026, and February 26, 2026, in the amount of $198,754.24.

Staff Report
Attachment 1 - Accounts Payable Report

4.4 GENERAL PLAN ANNUAL PROGRESS REPORT FOR CALENDAR YEAR 2025
Recommended Action:
1) Find that the action is not a project as defined by the California Environmental Quality Act pursuant to State CEQA Guidelines section 15378(b)(5); and 2) Receive and file the 2025 General Plan Annual Progress Report (APR); and 3) Direct Staff to submit the APR to the Governor’s Office of Land Use & Climate Innovation (LCI) and the Department of Housing and Community Development (HCD).

Staff Report
Attachment 1 - General Plan Annual Progress Report 2025 Attachment 2 - Appendix A Annual Housing Element Progress Report Forms

5. PUBLIC HEARINGS:

None.

5. DISCUSSION:

6.1 FISCAL YEAR 2025-26 FINANCIAL UPDATE
Recommended Action:
1) Receive and file the fiscal year (FY) 2025-26 financial update; and 2) Authorize the Finance Director to amend the FY 2025-26 Budget.

Staff Report
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City Council Agenda

Attachment 1 - Presentation

6.2 COUNCIL INITIATED ACTION ITEM: PUMP TRACK AD-HOC COMMITTEE UPDATE (MAYOR DUNCAN) - VERBAL PRESENTATION ONLY
Recommended Action: Receive update on the activities of the Pump Track Ad -Hoc Committee, discuss next steps, and authorize further action as necessary

7. CITY MANAGER'S REPORT:

8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:

8.1 25TH ANNIVERSARY AD HOC COMMITTEE UPDATE. (COUNCILMEMBERS

ACKLEY AND DWYER)

9. ADJOURNMENT:

The next regularly scheduled City Council meeting is April 1, 2026. 4

Regular Meeting Minutes

CITY OF ALISO VIEJO

CITY COUNCIL MINUTES

REGULAR MEETING
March 4, 2026, 7:00 PM
Council Chambers, City Hall, 12 Journey
Aliso Viejo, California

CALL TO ORDER: Mayor Duncan called the Regular Meeting of the City Council of the City of Aliso Viejo to order at 7:00 p.m.

ROLL CALL

PRESENT: MAYOR MAX DUNCAN

MAYOR PRO TEM MIKE MUNZING

COUNCILMEMBER TIFFANY ACKLEY

COUNCILMEMBER GARRETT DWYER
COUNCILMEMBER TIM A. ZANDBERGEN

ABSENT: NONE

STAFF PRESENT: ANN EIFERT, INTERIM CITY MANAGER/FINANCIAL SERVICES DIRECTOR

SCOTT SMITH, CITY ATTORNEY

KATHY BAILOR, DEPUTY CITY CLERK

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

DIVISION FIRE CHIEF RYAN BISHOP

PLEDGE OF ALLEGIANCE: Captain Ryan Buhr led the Pledge of Allegiance.

1. SPECIAL PRESENTATIONS:

None.

2. ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:

None.

5

Regular Meeting Minutes

3. COMMUNITY INPUT:

1. Marie Tsaasan commented on the City budget.

4. CONSENT CALENDAR:

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

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

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

4.2 APPROVAL OF MINUTES
Recommended Action: Approve the minutes as submitted for the February 18, 2026, Regular Meeting.

4.3 ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between January 30, 2026, and February 12, 2026, in the amount of $2,053,490.62

4.4 TREASURER’S STATEMENT – JANUARY 2026
Recommended Action: Receive and file the January 2026 Treasurer’s Statement.

4.5 THIRD AMENDMENT TO THE CONTRACT FOR STREET MAINTENANCE

SERVICES
Recommended Action: Approve a Third Amendment to the Contract with PV Maintenance, Inc. for Street Maintenance Services that extends the term five (5) years and increases the compensation $4,500,000; and authorize the Interim City Manager to execute the Third Amendment to the Contract.

5. PUBLIC HEARINGS:

5.1 ADOPTION OF THE GENERAL PLAN SAFETY ELEMENT UPDATE
(GPA-2026-01000)

Interim City Manager Ann Eifert introduced Community Development Director So Kim, who provided an overview. The City Council thanked staff for the presentation. Mayor Duncan opened the Public Hearing and there we no requests to speak. Mayor Duncan closed the Public Hearing.

6

Regular Meeting Minutes
Recommended Action: Adopt Resolution No. 2026-02 adopting a General Plan Amendment for the Safety Element Update and determining the project exempt from the California Environmental Quality Act (GPA-2026-01000).

Motion: Councilmember Tiffany Ackley moved and Councilmember Dwyer seconded to approve the recommended actions. Motion carried 5-0.

6. DISCUSSION:

6.1 CONCEPT PLAN REVIEW FOR A RESIDENTIAL COMMUNITY AT 15 ARGONAUT

Interim City Manager Ann Eifert introduced Community Development Director So Kim who provided an overview and introduced the applicant. The applicant responded to questions regarding concerns from neighboring property owners, slope and common area maintenance, parking and garages, views from residential units , architectural features, expected market price of units, HOA fees, school impact fees, park in lieu fees, neighborhood layout, ADA compliance and utilities. Mayor Duncan opened for public comment and the following persons spoke:

The following spoke in opposition: 1. Marie Tsaasan; 2. Sebastian;

The following spoke in support: 1. Maya Cardenas; 2. Jaime Dance; 3. May Kim;

4. Elizabeth Hansburg; 5. Nicholas Sitko (encouraged affordable options); 6. Ben Dillingham

The following submitted comments via email: 1. The Kennedy Commissio n; 2. Alex and Laurel Hunter; and 3. Olen Properties

Recommended Action: Review and provide initial feedback on concept plans for a development proposal to demolish an existing office building and construct a 58-unit residential community at 15 Argonaut.

7. CITY MANAGER’S REPORT:

Interim City Manager Ann Eifert announced the logo contest for the 25th anniversary of the City of Aliso Viejo , residents under the age of 18 are invited to participate; American Red Cross Blood Drive to be held on Wednesday, April 8, 2026, at Aliso Viejo Ranch from noon to 6 p.m.; Artisans Market to be held on Sunday, March 8, 2026 , from 11 a.m. to 3 p.m. at Aliso Viejo Ranch.

8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:

Councilmember Ackley:
 Announced that the Aliso Viejo Library is expected to open in April. 7

Regular Meeting Minutes
Councilmember Dwyer:
 Attended the Nourishing Great Futures Market and thanked volunteers for their service.
 Encouraged qualified candidates to apply for the current City Manager recruitment.  Announced his appointment to the OC Mosquito and Vector Control District’s Operations Board of Trustees Committee.
 Encouraged residents to report mosquito and vector concerns online at www.ocvector.org.
 Commented on Aliso Viejo Town Center’s retail vacancies.  Thanked military members for their service.

Councilmember Zandbergen:
 Thanked residents for attending tonight’s council meeting and expressed appreciation to the Aliso Viejo community.
 Attended SJHTCA Board of Directors Meeting.
 Announced new toll road carpool lane extension.

Mayor Pro Tem Munzing:
 Attended OCFA Board Meeting.
 Announced OCFA Division 5 Chief Ryan Bishop’s recent promotion to Deputy Chief.  Attended Aliso Viejo Chamber of Commerce event.
 Shared support for Military and armed forces.

Mayor Duncan:
 Attended Aliso Viejo Little League’s Opening Day.
 Thanked OCSD for e-bike safety enforcement.

6. ADJOURNMENT: Mayor Duncan adjourned the meeting at 8:58 p.m. to the next regularly scheduled City Council meeting of March 18, 2025.

Respectfully submitted: Approved by:

________________________ ________________________

KATHY BAILOR MAX DUNCAN

INTERIM CITY CLERK MAYOR

8 City of Aliso Viejo

AGENDA ITEM

DATE: March 18, 2026

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 February 13, 2026, and February 26, 2026, in the amount of $198,754.24.

Fiscal Impact:

Expenditures in the amount of $198,754.24.

Background:

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

Discussion:

The attached registers containing checks and electronic funds transfers issued between February 13, 2026 , and February 26, 2026 , for $198,754.24, 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
9 Accounts Payable
Description (Item)Vendor Name Amount
101 - GENERAL FUND
MAR'26 LIFE INSURANCEUNITED OF OMAHA LIFE INSURANCE CO. 1,478.02 REF0011769375 - 12/18 ORDINTRO ZC&DA 95 ARGONAUTCALIFORNIA NEWSPAPERS PARTNERSHIP 346.91 MAR'26 TZ - HEALTH PREMIUMCALPERS HEALTH 1,750.56
MAR'26 TZ - HEALTH PREMIUM PEMCA MINIMUMCALPERS HEALTH 162.00 MAR'26 CALPERS HEALTH PREMIUMCALPERS HEALTH 31,073.15
FEB'26 MEDICAL ADJ - DLCALPERS HEALTH 987.69
JAN'26 LANDSCAPE INSPECTION - BARCELONARJM DESIGN GROUP INC 390.00 JAN'26 CAA PLAN CHECK REVIEW - PRELIM GRADINGCHARLES ABBOTT ASSOC INC 324.00 JAN'26 CAA FINAL TRACT MAP REVIEWCHARLES ABBOTT ASSOC INC 1,539.00 JAN'26 CAA PLAN CHECK REVIEW - GRADING AND SOILSCHARLES ABBOTT ASSOC INC 3,564.00 JUN'25 TRAFFIC CONSULTANT SERVICES - PEER REVIEWSTC TRAFFIC, INC 1,635.00 JUN'25 TRAFFIC CONSULTANT SERVICES - PEER REVIEWSTC TRAFFIC, INC 335.00 JUL'25 TRAFFIC CONSULTANT SERVICES - PEER REVIEWSTC TRAFFIC, INC 1,020.00 25-09-094_6 PHOEBE CT_REFINED POOLSREFINED POOLS 3,000.00 CD-2025-00007_147-153 MATISSE CIR_ANTIS ROOFINGANTIS ROOFING & WATERPROOFING 1,250.00 CD-2025-00009_174-180 MATISSE CIR_ANTIS ROOFINGANTIS ROOFING & WATERPROOFING 1,250.00 CD-2025-00031_83-91 MATISSE CIR_ANTIS ROOFINGANTIS ROOFING & WATERPROOFING 2,150.00 CD-2025-00178_37-47 MARIGOLD_ROOF PROROOF PRO 500.00
52,755.33

CITY COUNCIL
12/17/24-1/16/25 AT&T FIRSTNET MOBILE SVCAT&T 100.33
1/17/25-2/16/25 AT&T FIRSTNET MOBILE SVCAT&T 45.08
2/17/26-3/16/25 AT&T FIRSTNET MOBILE SVCAT&T 45.08
3/17/25-4/16/25 AT&T FIRSTNET MOBILE SVCAT&T 45.08
4/17/25-5/16/25 AT&T FIRSTNET MOBILE SVCAT&T 44.87
5/17/25-6/16/25 AT&T FIRSTNET MOBILE SVCAT&T 44.87
6/17/25-7/16/25 AT&T FIRSTNET MOBILE SVCAT&T 44.87
7/17/25-8/16/25 AT&T FIRSTNET MOBILE SVCAT&T 44.87
8/17/25-9/16/25 AT&T FIRSTNET MOBILE SVCAT&T 44.87
9/17/25-10/16/25 AT&T FIRSTNET MOBILE SVCAT&T 201.62
10/17/25-11/16/25 AT&T FIRSTNET MOBILE SVCAT&T 97.30
11/17/25-12/16/25 AT&T FIRSTNET MOBILE SVCAT&T 97.30
12/17/25-1/16/26 AT&T FIRSTNET MOBILE SVCAT&T 98.48
1/17/26-2/16/26 AT&T FIRSTNET MOBILE SVCAT&T 98.48
CITY COUNCIL TOTAL: 1,053.10

CITY MANAGER
JAN-FEB'26 LIFE INSURANCE-MOUNITED OF OMAHA LIFE INSURANCE CO. (192.32) MAR'26 PG - HEALTH PREMIUMCALPERS HEALTH 162.00
LOCC - CM CONFERENCE REIMB AE 2/11-2/13/26ANN EIFERT 1,046.70 CITY MANAGER TOTAL: 1,016.38

CITY CLERK
REF0011660384 - 12/11 ORD2025-248 CMPGN CONTRB LMTCALIFORNIA NEWSPAPERS PARTNERSHIP 282.52 REF0011663363 - 12/11 ORD2025-249 J/ADUS URGENCYCALIFORNIA NEWSPAPERS PARTNERSHIP 309.09 REF0011663646 - 12/18 ORD SUMMARY INTRO J/ADUSCALIFORNIA NEWSPAPERS PARTNERSHIP 243.58 LL 12/18 IIMC MEMBERSHIP-K. DAVISUS BANK PURCHASING CARD PROGRAM 135.00 LL 12/04 LA TIMES-DIGITAL SBSCPTN/4 WKSUS BANK PURCHASING CARD PROGRAM 7.96 LL 12/03 OC REGISTER-DIGITAL SBSCPTN/4 WKSUS BANK PURCHASING CARD PROGRAM 26.00 CITY CLERK TOTAL: 1,004.15

FINANCE
MAR'26 CALPERS ADMIN FEECALPERS HEALTH 29.44
SEP'25 PARS REP FEESPARS (PHASE II SYSTEMS AND CALIFORNIA CORPORATION) 300.00 DEC'25 PARS REP FEESPARS (PHASE II SYSTEMS AND CALIFORNIA CORPORATION) 300.00 FINANCE TOTAL: 629.44
10 Description (Item)Vendor Name Amount

INFORMATION TECHNOLOGY
AV CITY WEBSITE DESIGNCIVICPLUS LLC 320.00
INFORMATION TECHNOLOGY TOTAL: 320.00

NON-DEPARTMENTAL
MAR'26 RICOH COPY ROOM LEASE (2624) - PRINCIPALRICOH USA 637.26 MAR'26 RICOH COPY ROOM LEASE (2624) - INTERESTRICOH USA 56.94 JAN'26 LANDSCAPE MAINTENANCE VISTA PARKNIEVES LANDSCAPE INC 1,100.11 EM 1/20 BLISS F150 CAR WASHUS BANK PURCHASING CARD PROGRAM 35.00 LL 11/27 PRIMO BRANDS/WATER SERVICEUS BANK PURCHASING CARD PROGRAM 61.16 LL 12/09 RALPHS-CC MTG DRINKSUS BANK PURCHASING CARD PROGRAM 26.01 LL 12/03 URBAN PLATES-CC MTG 12/3 DINNERUS BANK PURCHASING CARD PROGRAM 224.47 LL 12/10 COSTCO BY INSTACART-SUPPLIESUS BANK PURCHASING CARD PROGRAM 144.56 NON-DEPARTMENTAL TOTAL: 2,285.51
C. S. ADMINISTRATION
MAR'26 HW - HEALTH PREMIUMCALPERS HEALTH 162.00
MAR'26 DP - HEALTH PREMIUMCALPERS HEALTH 162.00
SUMMER CAMP 2026 POCKET BROCHURE-48 PG SELF COVERADVANTAGE MAILING, LLC 11,848.76 LL 11/30 FACEBK-META ADSUS BANK PURCHASING CARD PROGRAM 223.04 C. S. ADMINISTRATION TOTAL: 12,395.80

IGLESIA PARK
JAN'26 LANDSCAPE MAINTENANCE IGLESIA PARKNIEVES LANDSCAPE INC 7,319.43 EM 1/15 THE HOME DEPOT-TIMER IGLESIA PK TENNIS CTUS BANK PURCHASING CARD PROGRAM 96.95 JAN'26 ACCT#7997 IGLESIA PARK ELECTRICITYSO CAL EDISON 164.51 IGLESIA PARK TOTAL: 7,580.89

IGLESIA BUILDING
MAR'26 IGLESIA ACCESS CONTROLSONITROL ORANGE COUNTY LLC 114.86 2/17/26-5/16/26 IGLESIA ALARM MONITORINGIRIS GROUP HOLDINGS LLC 178.21 JAN'26 ACCT#7997 IGLESIA PARK BLDG ELECTRICITYSO CAL EDISON 1,052.47 SEP'25 ACCT#7997 IGLESIA PARK BLDG CORRECTIONSO CAL EDISON 28.00 IGLESIA BUILDING TOTAL: 1,373.54

IGLESIA PARK COMMUNITY CENTER
JAN'26 B&GCCVBOYS & GIRLS CLUB OF CAPISTRANO VALLEY 15,000.00 IGLESIA PARK COMMUNITY CENTER TOTAL: 15,000.00

PLANNING
MAR'26 MF - HEALTH PREMIUMCALPERS HEALTH 162.00
DEC'25-JAN'26 SAFETY ELEMENT UPDATEATLAS PLANNING SOLUTIONS 2,350.00 SK 1/29 APA-ANNUAL NAT'L PLNG CONF REG 4/25-28-RRUS BANK PURCHASING CARD PROGRAM 835.00 SK 1/29 APA-ANNUAL NAT'L PLNG CONF REG 4/25-28-SKUS BANK PURCHASING CARD PROGRAM 835.00 PLANNING TOTAL: 4,182.00

BUILDING
BLDG-50 CORRECTION NOTICE NOTEPADS FOR INSPECTORSMALLIE CORPORATION 1,142.85 BUILDING TOTAL: 1,142.85

CODE ENFORCEMENT
SK 2/08 EXTRA SPACE STORAGE-CODE ENFORCEMENTUS BANK PURCHASING CARD PROGRAM 729.20 CODE ENFORCEMENT TOTAL: 729.20

ENGINEERING (GENERAL)
JUL'25 PVM WAREHOUSE LEASEPV MAINTENANCE INC 1,035.00
QL 2/10 SOUTHERNCA APWA-SOCAL PWXEXPO4/15-16 QL EMUS BANK PURCHASING CARD PROGRAM 780.00 QL 2/09 ENGINEERS BD-PROF ENGINEER LICENSE RENEWALUS BANK PURCHASING CARD PROGRAM 180.00 ENGINEERING (GENERAL) TOTAL: 1,995.00
EOC
LL 12/02 EXTRA SPACE OFFSITE STORAGE #A1554US BANK PURCHASING CARD PROGRAM 336.00 EOC TOTAL: 336.00
GENERAL FUND TOTAL: 103,799.19
102 - GEN. FD-CITY HALL

NON-DEPARTMENTAL
JUN'25 CH JANITORIAL SERVICES-WINDOW&CARPET EXTRATEAM ONE MANAGEMENT 1,600.00 MAR'26 CH INTRUSION DETECTIONSONITROL ORANGE COUNTY LLC 400.80 MAR'26 CH ACCESS CONTROLSONITROL ORANGE COUNTY LLC 639.87 11 Description (Item)Vendor Name Amount
JAN'26 LANDSCAPE MAINTENANCE CHNIEVES LANDSCAPE INC 724.89 NON-DEPARTMENTAL TOTAL: 3,365.56
GEN. FD-CITY HALL TOTAL: 3,365.56
103 - GF-AV RECREATION SERVICES

RECREATION SERVICES
FEB'26 AVR BOTTLED WATER SERVICEBLUETRITON BRANDS INC 38.57 WINTER2026-WIN078/132 YOGA-5 PARTICIPANTSJOY E. TORRES 360.00 WINTER2026-WIN072/033 GYMNASTICS-11 PARTICIPANTSTUMBLE-N-KIDS, INC 567.60 WINTER2026-WIN015/012 DANCE-15 PARTICIPANTSKIMBERLY DOWNEY ESMOND 801.00 WINTER2026-WIN070 GUITAR/UKULELE-5 PARTICIPANTSRONALD GORMAN 345.00 WINTER2026-WIN125 YOGA-3 PARTICIPANTSRUIHONG LI 178.20
WINTER2026-WIN554/564 DANCE-11 PARTICIPANTSYUKA GARRETT 732.00 WINTER2026-WIN081 SOCCER-4 PARTICIPANTSEPC PLAYTIME LLC 321.60 WINTER2026-WIN094 KARATE-1 PARTICIPANTWADORYU USA INC 61.75 WINTER2026-WIN042 SOCCER-6 PARTICIPANTSSKYHAWKS SPORTS ACADEMY, LLC 338.40 WINTER2026-WIN500 MANNERS-6 PARTICIPANTSJENNIFER ANDRUS-NELSON 540.00 WINTER2026-WIN036/037 MULTISPORT-10 PARTICIPANTSSKYHAWKS SPORTS ACADEMY, LLC 444.00 FEB'26 AVR CASH COURIER SERVICEGARDAWORLD 452.41
WINTER2026-WIN087/084 TENNIS-12 PARTICIPANTSJOHN DAVID ALLEN JR 460.80 WINTER2026-WIN146 COOKING-5 PARTICIPANTSLAURELINDA HAUKSSON 285.00 MAR'26 AVR AVCENTER & AQC ACCESS CONTROLSONITROL ORANGE COUNTY LLC 1,071.81 NEW SIGNAGE AVRWESTAMERICA COMMUNICATIONS INC 723.00
FEB'26 AVR FIRST AID SUPPLIESCINTAS CORPORATION NO. 2 94.97 JUL'25 AVR JANITORIAL SERVICESTEAM ONE MANAGEMENT 5,600.00 JAN'26 AVR JANITORIAL SERVICESTEAM ONE MANAGEMENT 6,310.00 JAN'26 LANDSCAPE MAINTENANCE AVRNIEVES LANDSCAPE INC 2,419.14 JAN '26 RENEWABLE FARMSAARON FLORA 9,387.00
RECREATION SERVICES TOTAL: 31,532.25
GF-AV RECREATION SERVICES TOTAL: 31,532.25
203 - GAS TAX

TRAFFIC ENGINEERING
JAN'26 TRAFFIC SIGNAL OPSITERIS, INC 4,448.00
TRAFFIC ENGINEERING TOTAL: 4,448.00

STREET MAINTENANCE
JAN'26 LANDSCAPE MAINTENANCE MEDIANSNIEVES LANDSCAPE INC 1,695.68 OCT25-DEC25 LANDSCAPE MAINT-MEDIANS UNDERBILLINGNIEVES LANDSCAPE INC 0.36 FEB'26 STREET SWEEPING SERVICESSCA OF CA LLC 11,297.00
JAN'26 ACCT#2125 GS1 MEDIAN ELECTRICITYSO CAL EDISON 72.23 JAN'26 ST LIGHTS & TRAFFIC CTRLRSSAN DIEGO GAS & ELECTRIC 2,955.26 STREET MAINTENANCE TOTAL: 16,020.53
GAS TAX TOTAL: 20,468.53
225 - INTEGRATED WASTE MGMT FD

GEN-TECHNOLOGY GRANTS
SOCAL BIOMETHAN, LLC ROWP PROCUREMENT COMPLIANCESOCAL BIOMETHANE, LLC 11,860.20 GEN-TECHNOLOGY GRANTS TOTAL: 11,860.20
INTEGRATED WASTE MGMT FD TOTAL: 11,860.20
231 - OTHER GRANTS

OTHER GRANTS
JAN'26 PLHA GRANT REIMBURSEMENT-CASE MANAGEMENTLAURA'S HOUSE 1,932.00 OTHER GRANTS TOTAL: 1,932.00
OTHER GRANTS TOTAL: 1,932.00
251 - FEDERAL GRANTS

GEN-FEDERAL GRANT
OCT'25 CDBG CONSULTANT SERVICESMIKE LINARES INC 2,056.25 NOV'25 CDBG CONSULTANT SERVICESMIKE LINARES INC 705.00
DEC'25 CDBG CONSULTANT SERVICESMIKE LINARES INC 293.75
12 Description (Item)Vendor Name Amount
JUL-SEP'25 CDBG FAIR HOUSING SERVICESFAIR HOUSING FOUNDATION 982.50 GEN-FEDERAL GRANT TOTAL: 4,037.50
FEDERAL GRANTS TOTAL: 4,037.50
261 - CITY FAC.-AQUATIC CENTER

GEN-AQUATIC CENTER
FEB'26 ACCT#6701 AQC INTERNETCOX COMMUNICATIONS, INC 516.57 FEB'26 AQC CASH COURIER SERVICEGARDAWORLD 749.05
JAN'26 LANDSCAPE MAINTENANCE AQCNIEVES LANDSCAPE INC 975.59 EM 1/14 THE HOME DEPOT-AQC MATERIALSUS BANK PURCHASING CARD PROGRAM 78.53 EM 1/15 THE HOME DEPOT-AQC MATERIALSUS BANK PURCHASING CARD PROGRAM 68.57 GEN-AQUATIC CENTER TOTAL: 2,388.31
CITY FAC.-AQUATIC CENTER TOTAL: 2,388.31
311 - STREET IMPROVEMENTS
GLENWOOD REHAB PROGRESS PAYMENT #3-RETENTIONONYX PAVING COMPANY INC (35.30) -35.30

TRAFFICE SAFETY
JAN'26 PVM HUMMINGBIRD SPEED BUMPPV MAINTENANCE INC 18,700.00 TRAFFICE SAFETY TOTAL: 18,700.00

STREETS & HIGHWAYS
GLENWOOD REHAB PROGRESS PAYMENT #3ONYX PAVING COMPANY INC 706.00 STREETS & HIGHWAYS TOTAL: 706.00
STREET IMPROVEMENTS TOTAL: 19,370.70
GRAND TOTAL: 198,754.24
Fund Summary
Payment AmountFund Expense Amount
101 - GENERAL FUND 103,799.19103,799.19
102 - GEN. FD-CITY HALL 3,365.563,365.56
103 - GF-AV RECREATION SERVICES 31,532.2531,532.25
203 - GAS TAX 20,468.5320,468.53
225 - INTEGRATED WASTE MGMT FD 11,860.2011,860.20
231 - OTHER GRANTS 1,932.001,932.00
251 - FEDERAL GRANTS 4,037.504,037.50
261 - CITY FAC.-AQUATIC CENTER 2,388.312,388.31
311 - STREET IMPROVEMENTS 19,370.7019,370.70
198,754.24Grand Total: 198,754.24
13 Accounts Payable Payable Dates: 02/13/2026 - 02/26/2026 2/24/2026 4:52:06 PM Page 5 of 6
Report Summary
Fund Summary
Payment AmountFund
101 - GENERAL FUND 103,799.19
102 - GEN. FD-CITY HALL 3,365.56
103 - GF-AV RECREATION SERVICES 31,532.25
203 - GAS TAX 20,468.53
225 - INTEGRATED WASTE MGMT FD 11,860.20
231 - OTHER GRANTS 1,932.00
251 - FEDERAL GRANTS 4,037.50
261 - CITY FAC.-AQUATIC CENTER 2,388.31
311 - STREET IMPROVEMENTS 19,370.70
198,754.24Grand Total:

Account Summary
Payment AmountAccount Number Account Name
101-1203-000 ACCOUNTS RECEIVABLE 1,750.56
101-2506-000 MEDICAL INSURANCE P… 32,222.84
101-2507-000 LIFE INSURANCE PAYABLE 1,478.02
101-2601-000 REFUNDABLE DEPOSIT 3,000.00
101-2602-000 PLANNING DEPOSIT 8,763.91
101-2603-000 ENGINEERING DEPOSIT 390.00
101-2606-000 C & D DEPOSIT 5,150.00
101-4-1101-4511-000 COMMUNICATION 1,053.10
101-4-1501-4206-000 MEDICAL INSURANCE 162.00
101-4-1501-4209-000 LIFE INSURANCE -192.32
101-4-1501-4520-000 MTGS/CONF./TRNG & D… 1,046.70
101-4-1601-4303-000 LEGAL NOTICES 835.19
101-4-1601-4521-000 MEMBERSHIP & DUES 135.00
101-4-1601-4611-000 PUBLICATIONS/REF MAT… 33.96
101-4-2501-4309-000 OTHER CONTRACTUAL S… 629.44
101-4-3101-4305-000 TECHNOLOGY SERVICES 320.00
101-4-3501-4422-000 EQUIP RENTAL LEASE - P… 637.26
101-4-3501-4431-000 BUILDING & GROUND M… 1,100.11
101-4-3501-4517-000 VEHICLE MAINTENANCE 35.00
101-4-3501-4542-000 INTEREST EXPENSE - LEA… 56.94
101-4-3501-4612-000 OPERATING SUPPLIES 456.20
101-4-4101-4206-000 MEDICAL INSURANCE 324.00
101-4-4101-4501-000 ADVERTISING & PROMO… 12,071.80
101-4-4102-4411-000 UTILITIES 164.51
101-4-4102-4431-000 BUILDING & GROUND M… 7,416.38
101-4-4103-4309-000 OTHER CONTRACTUAL S… 178.21
101-4-4103-4411-000 UTILITIES 1,080.47
101-4-4103-4431-000 BUILDING & GROUND M… 114.86
101-4-4104-4529-000 REC-YOUTH PROGRAMS 15,000.00
101-4-4401-4206-000 MEDICAL INSURANCE 162.00
101-4-4401-4520-000 MTGS/CONF./TRNG & D… 1,670.00
101-4-4401-4731-000 GENERAL PLAN 2,350.00
101-4-4402-4513-000 PRINTING 1,142.85
101-4-4403-4761-000 C.S-CODE ENFORCEMENT 729.20
101-4-4501-4471-000 RENT 1,035.00
101-4-4501-4520-000 MTGS/CONF/TRNG & D… 780.00
101-4-4501-4521-000 MEMBERSHIP & DUES 180.00
101-4-5401-4471-000 RENT 336.00
102-4-3501-4431-000 BUILDING & GROUND M… 3,365.56
103-4-4105-4305-000 TECHNOLOGY SERVICES 1,071.81
103-4-4105-4309-000 OTHER CONTRACTUAL S… 5,435.35
103-4-4105-4431-000 BUILDING & GROUND M… 14,329.14
103-4-4105-4451-000 FARM OPERATING EXPE… 9,387.00
103-4-4105-4561-000 TAXES/FEES/PERMITS 452.41
14 Accounts Payable Payable Dates: 02/13/2026 - 02/26/2026 2/24/2026 4:52:06 PM Page 6 of 6
Account Summary
Payment AmountAccount Number Account Name
103-4-4105-4601-000 SUPPLIES 133.54
103-4-4105-4620-000 MINOR EQUIPMENT 723.00
203-4-4502-4301-000 PROFESSIONAL SERVICES 4,448.00
203-4-4503-4411-000 UTILITIES 3,027.49
203-4-4503-4771-000 C.S-STREET MAINTENAN… 1,696.04
203-4-4503-4772-000 C.S-STREET SWEEPING 11,297.00
225-4-6141-4309-000 OTHER CONTRACTUAL S… 11,860.20
231-4-6131-4309-000 OTHER CONTRACTUAL S… 1,932.00
251-4-6151-4309-000 OTHER CONTRACTUAL S… 4,037.50
261-4-6161-7411-000 UTILITIES 516.57
261-4-6161-7421-000 BUILDING & GROUND M… 1,122.69
261-4-6161-7445-000 FEES & PERMITS 749.05
311-2103-000 RETENTIONS PAYABLE -35.30
311-4-8201-5701-000 CONSTRUCTION 18,700.00
311-4-8301-5701-000 CONSTRUCTION 706.00
Grand Total: 198,754.24
Project Account Summary
Payment AmountProject Account Key
**None** 150,716.30
1002WINTER 5,435.35
10044309 1,932.00
1255701 706.00
1445701 18,700.00
9014612 250.48
ENG 2257 390.00
SB13834309 11,860.20
SDP-2024-00001 8,104.91
SDP-2024-00002 335.00
SDP-2025-00004 324.00
Grand Total: 198,754.24
15 City of Aliso Viejo

AGENDA ITEM

DATE: March 18, 2026

TO: Mayor and City Council

FROM: So Kim, Community Development Director
Michael Delgadillo, Assistant Planner

SUBJECT: GENERAL PL AN ANNUAL PROGRESS REPORT FOR CALENDAR YEAR 2025

Recommended Actions:

1. Find that the action is not a project as defined by the California Environmental Quality Act pursuant to State CEQA Guidelines section 15378(b)(5);

2. Receive and file the 2025 General Plan Annual Progress Report (APR); and

3. Direct Staff to submit the APR to the Governor’s Office of Land Use & Climate Innovation (LCI) and the Department of Housing and Community Development (HCD).

Fiscal Impact:

None.

Background:

Government Code Section 65400(a)(2) requires that all cities and counties submit to their legislative bodies an annual report on the status of the General Plan and progress with implementation. Specifically, the annual report must include the following: (1) the statu s of the plan and progress in its implementation; (2) the progress in meeting regional housing needs and removing governmental constraints to housing for all income levels; and (3) the degree to which the General Plan complies with State Office of Land Use & Climate Innovation guidelines.

As part of the annual report, every jurisdiction must include information on the status of the housing element with detailed information about the prior year’s housing progress, as well as updates on program implementation. The information provided in this report is for Calendar Year 2025 and is based on the 2021-2029 Housing Element. On June 7, 2023, the City amended its General Plan in order to bring the Housing Element into compliance with the requirements of state housing element law for the 2021 -2029 planning perio d, which was certified by the California Department of Housing and Community Development (HCD) in 2024.

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Discussion:

The General Plan Annual Progress Report has been prepared pursuant to the requirements of Government Code Section 65400. Guidance for preparation of the report is provided by the Governor’s Office of Land Use & Climate Innovation (LCI) . In compliance with California Government Code section 6540 0(a)(2), this item is provided as a status report of the General Plan and progress in its implementation and compliance for 2025. The report will be submitted to LCI and HCD prior to the April 1 st deadline. A brief outline of the amendments to the General Plan and Zoning Code and the Annual Planning Report are provided below. The complete report is included as Attachment 1.

General Plan: There was one amendment to the General Plan.

1. On December 3, 2025, the City Council adopted Resolution 2025-23 which amended the general plan land use designation from Business Park to High Density Residential for the development of a 61 -unit residential townhome community located at 95 Argonaut.

Zoning Code Updates : There was one amendment to the Zoning Code and the first reading for an amendment to the Zoning Map.

1. On December 3, 2025, the City Council adopted Ordinance 2025-249 which amended the City’s zoning code to comply with changes in state law related to accessory dwelling units.

2. On December 3, 2025, the City Council introduced for first reading of an ordinance for the zone change from Business Park 2 to High Density Residential District for the development of a 61 -unit residential townhome community located at 95 Argonaut .

On Janu ary 21, 2026, t he City Council adopted Ordinance 2026 -250 for this zone change.

Annual Planning Report : The following is a summary of the major items identified in Appendix A:

 Table A.2: There w ere two building permit s issued for the construction of two residential units and one new residential unit passed its final building inspection in 2025.

 Table B: Progress towards meeting the City’s Regional Housing Needs Assessment (RHNA) is provided.

 Table D: A response to the 13 Housing Element Implementatio n Programs is provided.

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Environmental:

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

The report does not authorize any development or changes to land use. Thus, the project would not result in any direct or indirect changes to the environment, and consequently, this action is not a project within the meaning of CEQA.

Public Notice:

Government Code Section 65400 require s the annual report to be considered at an annual public meeting (as opposed to public hearing) before the legislative body, and members of the public must be allowed to provide oral testimony and written comments.

The meeting is public, and the item can be pulled from the consent calendar for further discussion.

City Attorney:

The City Attorney’s office reviewed and provided comments for this report.

Attachments:

1. General Plan Annual Progress Report 2025

2. Appendix A Annual Housing Element Progress Report Forms 18 1
/
2025

THE CITY OF ALISO VIEJO

PLAN GENERAL

ANNUAL PROGRESS REPORT
March 18, 2026
19 1
Table of Contents

Introduction ...…………………………………………………………………………………2

Background ..………………………………………….………………………………………2

Informational Document ...………………………....………………………………………..2

Status of Measures Associated with the Implementation of the General Plan………...2

General Plan and Zoning Code Amendments and Major Developments.....………….33

General Plan Statement of Compliance …….........………………………………………34

Housing Element Annual Planning Report ….……………………………………………34

Appendix A ...………………………………….………………………………….………….35
20 2
Introduction

This report has been prepared pursuant to the requirements of Government Code Section 65400.

Guidance for preparation of the report is provided by the Governor’s Office of Land Use & Climate Innovation (LCI)1. In compliance with California Government Code section 65400(a)(2), this Council item is provided as a status report of the General Plan and progress in its implementation and compliance for 2025 and is being presented to the City Council on March 4, 2026 during a public hearing for their review. The report will be submitted to LCI and the Department of Housing and Community Development (HCD) prior to April 1, 2026.

Background

California Government Code section 65400(a)(2) requires the City’s Planning Services Department, by April 1 of each year, to prepare a General Plan Annual Progress Report (GP APR) for the previous calendar year and to present the report to the City Council, LCI, and HCD. The GP APR includes three components discussed below:

1. The status of the General Plan’s implementation and progress;

2. The degree to which the General Plan complies with state law and guidelines; and

3. The Housing Element Annual Progress Report on forms prescribed by HCD.

Informational Document

This document is a reporting document and does not create or alter policy. The content is provided for informational purposes only and is considered not a project as defined by the California Environmental Quality Act (CEQA) Guidelines Section 15378(b)(5).

Status of Measures Associated with the Implementation of the General Plan

On April 21, 2004, the City Council adopted the City’s first General Plan, a General Plan Implementation Program and a Final Environmental Impact Report, Statement of Overriding Considerations and Mitigation Monitoring and Reporting Program in connection with the General Plan. Government Code Section 65400(a)(2) requires that all cities and counties submit to their legislative bodies an annual report on the status of the General Plan and progress with implementation. Aliso Viejo’s General Plan is comprised of the following elements: Land Use, Circulation, Housing, Conservation/Open Space, Safety, and Noise. Included in Appendix A of the General Plan is an Implementation Program. The Program provides a guide to put into practice the adopted General Plan policies and plans for the City. Below is a list of each of these implementation measures with a status update for 2025.

I-1: Zoning Ordinances, Specific Plans and Maps. “Prepare, adopt, and implement a Zoning Ordinance consistent with State law to establish permitted densities, intensities, and uses within Aliso Viejo. Adopt Specific Plans and Maps for areas which may develop prior to completion of the Zoning Ordinance. Where appropriate, the Zoning Ordinance or Specific Plan will incorporate

1 Governor’s Office of Land Use & Climate Innovation, State of California. (2026, Jan). Annual Progress Report Memo – 2025 Reporting Year. https://lci.ca.gov/planning/general-plan/docs/20260121- APR_Memo_Reporting_Year_2025.pdf
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and replace current development requirements within the Rossmoor and Aliso Viejo Planned Community development plans, and will specifically address the following:

 Identify specifically permitted and conditionally permitted land uses, intensity of use, and development and performance standards applicable to specific areas and parcels within the City.

2025 Status of Implementation: To date, the City has approved four (4) Specific Plans:

Glenwood (11.3.04), Vantis (2.2.05), Ventana Ridge (7.20.05), and Commons (11.16.05). An amendment to the Vantis Specific Plan was approved by City Council on December 18, 2013.

It became effective on April 24, 2014 with the execution of an amendment to the Vantis Development Agreement. The City adopted a new Zoning Code and Map in January 2010 and adopted amendments to refine and augment the regulations each year. In 2020, the Zoning Code was amended to address accessory dwelling units and discretionary permit time extensions. In 2024, the Zoning Map was amended to add a mixed-use/residential overlay district at 1 Columbia, a portion of the Aliso Viejo Town Center, 26800-26880 Aliso Viejo Parkway, 35 Journey, 2A Liberty, 27231 Aliso Viejo Parkway, 1 Polaris, 4, Polaris, and 5 Polaris. In 2025, the first reading of an ordinance was introduced for the zone change from Business Park 2 to High Density Residential for the development of a 61-unit residential townhome community at 95 Argonaut. Staff continued the process of drafting amendments to various sections of the Zoning Code and reviewing applications for wireless communication facilities, temporary use permits, special event permits and parking requirements.  Require provision of landscaped greenways and buffers to improve compatibility in areas where residential and business park or office uses about each other.

2025 Status of Implementation: Pursuant to Zoning Code section 15.18.030 a minimum average depth for a landscaping buffer is ten (10) feet between commercial and residential districts.

 Contain provisions for residential care facilities, emergency shelters, transitional housing, second dwelling units, reasonable accommodation of structural improvements for the disabled and density bonuses pursuant to State law.

2025 Status of Implementation: Zoning Code chapters 15.10 and 15.18 contain provisions for residential care facilities, emergency shelters, transitional housing, and second dwelling units.

Ordinance No. 2013-150 pertaining to reasonable accommodation of structural improvements for the disabled was adopted on March 20, 2013. Provisions for density bonuses pursuant to State law are included in chapter 15.58. Ordinance 2016-192 pertaining to the development standards for second dwelling units was adopted on December 6, 2017. Ordinance 2020-215 pertaining to development standards for accessory dwelling units was adopted on June 17, 2020, which was subsequently amended on December 3, 2025.

 Include specific criteria for granting flexibility from development standards for projects that provide housing for very low and low-income households.

2025 Status of Implementation: Zoning Code chapter 15.58 includes specific criteria for granting flexibility from development standards for projects that provide housing for very low and low-income households. Both affordable developments at 2C Liberty and 100 Freedom Lane (formerly 4 Liberty) received flexibility from development standards for providing very 22 4
low and low-income units. In 2017 and 2019, the construction of 2C Liberty and 100 Freedom Lane were completed, respectively.

 Include design standards for development on hillsides or visible from major thoroughfares and identified view corridors.

2025 Status of Implementation: Zoning Code chapter 15.62 includes design standards for development on hillsides or visible from major thoroughfares and identified view corridors.

 Set forth green building design standards and review/evaluation procedures consistent with Leadership in Energy and Environmental Design (LEED) standards developed by the US Green Building Council.

2025 Status of Implementation: 2016 California Green Building Code went into effect on January 1, 2017, establishing new “green” building codes based on LEED standards for all new construction. In August 2025, the City adopted the 2025 Building Codes which took effect on January 1, 2026 and further expanded “green” building standards.

 Establish residential density bonuses for compliance with LEED standards.

2025 Status of Implementation: To date, the City has not established residential density bonuses for compliance with LEED standards.

 Require compliance with Title 24 building construction standards, Energy Star conservation standards, and consider appropriate building orientation and landscaping for energy conservation purposes.

2025 Status of Implementation: 2016 California Green Building Code went into effect January 1, 2017, establishing new “green” Title 24 standards that are applicable to all new construction. In August 2025, the City adopted the 2025 Building Codes which took effect on January 1, 2026 and further expanded “green” building standards.

 Codify and expand development restrictions and landscape maintenance requirements in areas within and near Very High Fire Hazard Severity Zones.

2025 Status of Implementation: Zoning Code chapter 15.50 codifies and expands development restrictions and landscape maintenance requirements in areas within and near Very High Fire Hazard Severity Zones. On May 21, 2025, the City adopted an Ordinance 2025-245 which revised the Fire Hazard Severity Zone Map and designated moderate, high, and very high fire hazard severity zones within the City. On August 20, 2025, the City adopted the 2025 Building Codes which took effect on January 1, 2026 which expanded requirements in Very High Fire Hazard Severity Zones in conjunction with the Orange County Fire Authority.

 Contain on-site stormwater retention requirements for all new development to offset or significantly reduce the amount of stormwater created as the area of impermeable surfaces increases.

2025 Status of Implementation: The NPDES – MS4, Order No. R9-2013-0001 as amended by Order No. R9-2015-0001 permit section “Development Planning” effective April 1, 2015, 23 5
contains requirements for Low Impact Development (LID) BMPs and Hydromodification to regulate the quality and quantity of storm water leaving the development site.

 Incorporate FEMA development requirements through establishment of a flood hazard overlay zone corresponding to the location of Special Flood Hazard Areas.

2025 Status of Implementation: The City participates in the National Flood Insurance Program and did not establish a flood hazard overlay zone.

 Include standards identifying the maximum noise levels allowed within mixed-use residential and commercial structures.

2025 Status of Implementation: Standards identifying the maximum noise levels allowed in the exterior of mixed-use residential and commercial structures are codified in Title 8 of the Municipal Code and referenced in the Zoning Code.

 Contain lighting standards and require use of low-reflective building materials to minimize the impacts of light and glare on surrounding uses.

2025 Status of Implementation: Zoning Code chapter 15.62 contains lighting standards and requires use of low-reflective building materials to minimize impacts of light and glare on surrounding uses.

 Include specific standards or procedures for determining parking requirements of proposed development in order to maintain or enhance parking capacity within the City.

2025 Status of Implementation: Zoning Code chapter 15.38 includes specific standards or procedures for determining parking requirements of proposed development to maintain or enhance parking capacity within the City.

 Include provisions requiring a Conditional Use Permit or similar approval for applicants seeking to construct or operate a heliport or helistop.

2025 Status of Implementation: Pursuant to Zoning Code sections 15.18.020 and 15.26.020, a conditional use permit is required to construct a helicopter pad in the PO, BP-1, BP-2, and CF zoning districts.

 Contain procedural requirements for projects proposing a structure more than 200’ AGL (Above Grade Level) in accordance with applicable federal and State laws and regulations.”

2025 Status of Implementation: Pursuant to AVMC 15.10.030 and 15.18.030, a maximum building height limit for the most intensive districts in the City (RVH and PO) was established at sixty-five (65) feet. In all other districts, structures above fifty (50) feet may be approved in conjunction with approval of a specific plan or conditional use permit.

I-2: Community Benefit Overlay (CBO) Areas: “Execute new development agreements, or amend or otherwise alter existing agreements with property owners as a means of approving development proposals that vary from the terms of the Aliso Viejo Master Development Agreement within identified Community Benefit Overlay (CBO) areas. In addition to standard 24 6
development and infrastructure requirements, the City shall seek to ensure that the following community benefits or requirements are achieved, to the extent permitted by law:

 Proposed projects incorporate natural grades.
 Projected fiscal benefits of proposed projects are realized.  Roadway improvements needed to support the project are identified, funded, and completed. (Including funding for intersection improvements at seven intersections identified in Program 11-6.)
 A portion of future residential development is affordable to very low and low income households.
 Projects are consistent with the City’s parkland and/or parkland improvement ratio of 5 acres per 1,000 population.
 Adequate public school facilities to accommodate the project can be provided by the applicable school district.
 Noise levels within the non-residential components of mixed-use projects do not adversely affect the residential or community facility components of such projects.

Proposals to change entitled land uses within CBO areas that lie within the planning area for the former MCAS EL Toro shall be referred to the Airport Land Use Commission for Orange County (ALUC) for a Determination of Consistency if the Airport Environs Land Use Plan for the former MCAS El Toro is in effect at the time of development application.”

2025 Status of Implementation: Since adoption of the General Plan, the City has entered into four development agreements with property owners for sites within Community Benefit Overlay (CBO) areas. Each of the four projects is also governed by a Specific Plan adopted by the City. The four CBO development agreements were adopted on the following dates:
 Glenwood Ordinance 2004-066 November 3, 2004
 Vantis Ordinance 2005-070 February 2, 2005
o Vantis First Amendment Ordinance 2014-158 January 8, 2014  Ventana Ridge Ordinance 2005-075 July 20, 2005
 The Commons Ordinance 2005-081 November 16, 2005
 The Commons Ordinance 2022-234 December 21, 2022

The Glenwood Development Agreement expired on November 15, 2014 and the Ventana Ridge Development Agreement expired on December 23, 2010 after fulfilling the requirements in each DA. On August 16, 2017, it was determined that the Vantis developer had fulfilled all of the requirements prior to the expiration date of April 8, 2025. On December 21, 2022, the City of Aliso Viejo entered into a Development Agreement with the property owners of the Commons. As of 2025, the upgrades to the exterior façade have been completed. The Commons currently includes a new automotive dealership for the lease, sales and service of electric or non-internal combustion engine vehicles and publicly accessible chargers were installed per the requirements of the Development Agreement.

Issues outlined by this implementation measure, including issues of grading, fiscal impact, roadway improvements, affordability, parkland ratios, school capacity, and noise, were considered during creation of the development agreements.

Since the Airport Environs Land Use Plan for the former MC El Toro is no longer in effect, City Staff is no longer sending proposals to change entitled land uses within CBO areas to the ALUC.

25 7
I-3: Code Enforcement: “Continue to enforce property maintenance standards, adopted City building and zoning codes, and noise regulations.”

2025 Status of Implementation: The Code Enforcement Division, under the umbrella of the Community Development Department, continues to enforce property maintenance standards, adopted City building and zoning codes, and noise regulations. A total of twenty (20)-hours a week is allocated to code enforcement activities in the City.

I-4: Multi-use Trails and Greenways Master Plan: “Prepare, adopt and implement a Multi-Use Trails and Greenways Master Plan to identify gaps in the recreational trail and greenway system, establish design and construction standards for new trails and greenways, and prioritize and fund needed improvements. The Master Plan will be consistent with the trail plans of adjacent jurisdictions and the County, and will promote a future trail connecting Aliso Viejo to the beach through Aliso and Wood Canyons Regional Park.”

2025 Status of Implementation: The City adopted a Streets and Trails Amenities Master Plan that includes the trails and greenway system in 2006. The Plan identifies existing trails and greenways, along with proposed trails and links to existing systems, including Aliso and Wood Canyons Regional Park. Amenities and design standards are discussed and potential projects are prioritized within the Plan. Phases 1 and 2 of the Town Center Loop Trail project have been completed and include trail markers, maps, and enhanced paving at pedestrian crossings.

I-5: Streamlined Development Review: “Develop and implement procedures for priority processing of development projects that a) contribute significantly to the City’s fiscal stability and/or b) include housing for very low-income households.”

2025 Status of Implementation: Via the Housing Element, the City Council has directed Staff to expedite processing of proposals that include affordable housing opportunities as part of the CBO projects as well as affordable housing projects. The Glenwood and Vantis developments include housing for low-income households with an additional in-lieu fee to offset units required for the very low income households. Additionally, Vintage Aliso, located at 2C Liberty was completed in 2017 and included a total of 167 low income units and 33 very low income units. Liberty at Aliso, located at 100 Freedom Lane was completed in 2019 and included 148 low-income units and 50 very low-income units. In 2025, the City Council approved a residential townhome development at 95 Argonaut which included 3 very low income units.

Affordable housing incentives are also outlined in Chapter 15.58 of the City’s Zoning Code. These primarily involve density bonuses, but also include incentives related to relief from development standards and approval of mixed-uses development where it otherwise is not expressly permitted.

Incentives are awarded to projects that provide specified ratios of units reserved for moderate, low, or very-low-income households. The Zoning Code states incentives are designed to make affordable housing projects more financially viable.

In 2019, the City also applied for and received first year SB 2 grant funds to secure an Enterprise Land Management software system which will assist in significant reduction in application processing times. In 2024, the land management software system was fully implemented.

I-6: Home Based Business Ordinance: “Adopt and implement a home-based business ordinance that provides opportunities for legal and conforming home-based businesses within the community, while protecting neighbors from potential parking and noise impacts.”

26 8
2025 Status of Implementation: Section 15.14.150 of the City Municipal Code contains regulations pertaining to home-based businesses, otherwise known as “home occupations.” These regulations and standards have been designed to reconcile the goal of creating new opportunities for home-based businesses with the City’s desire to protect neighbors from nuisances and negative impacts.

I-7: Baseline Environmental Standards: “Establish baseline standards reflecting environmental conditions in the community (such as air quality, noise, and traffic/circulation) that may be impacted by proposals for future development. Use the standards as the basis for assessing the environmental impacts of such proposals.”

2025 Status of Implementation: The environmental baseline for each project in the City is set at the time that either the environmental review commences or a notice of preparation of an environmental impact report is released. Given that environmental conditions constantly change, this analysis is handled consistently on a project-by-project basis. Moreover, an ongoing program is the regular update and adoption of “Local CEQA Guidelines” to ensure that City environmental review and analysis protocol is in compliance with State requirements.

The City Council adopted Resolution 2020-24 to adopt the Vehicle Miles Traveled (VMT) thresholds of significance for California Environmental Quality Act (CEQA) compliance related to transportation impact analysis. The adopted method of analysis is consistent with Senate Bill 743 which changed the method of analyzing transportation impacts from development projects and identify mitigation measures to reduce those impacts. Resolution 2020-24 was adopted on June 17, 2020 prior to SB 743 effective date of July 1, 2020.

I-8: Jurisdictional Urban Runoff Management Program (JURMP): “Meet the requirements of the San Diego Regional Water Quality Control Board (SDRWQCB) Order R9-2002-0001, pursuant to the National Pollutant Discharge and Elimination System (NPDES) Permit. Requirements of this Order include implementation of a Jurisdictional Urban Runoff Management Plan (JURMP), addressing a variety of topics related to urban runoff, including Best Management Practices in the planning and construction of new and existing development, education of City Staff and the community as a whole regarding polluted urban runoff, and revising the environmental review process to analyze water quality impacts from development.”

2025 Status of Implementation: As required by the Fifth Term NPDES Permit (SDRWQCB Order No. 2013-0001 as amended by R9-2015-0001), the City utilizes a City-specific Jurisdictional Urban Runoff Management Program as its Local Implementation Plan (LIP) which was developed in 2003 and updated in 2019. The LIP includes procedures and public outreach programs for implementation of best management practices for pollution prevention in both existing development and new development projects.

I-9: Local Coastal Program (LCP): “Implement the County Local Coastal Program (LCP) approved for the Aliso Viejo Planned Community, pursuant to California Coastal Commission Requirements. Advise project applicants that a coastal development permit must be obtained from the California Coastal Commission prior to City approval of any development project located within the coastal zone. Continue to evaluate the consistency of the General Plan with the Orange County Local Coastal Plan as needed to maintain consistency.”

2025 Status of Implementation: According to the Coastal Commission, the County LCP became invalid after the City's incorporation in 2001. It did not carry forward to the new City jurisdiction.

Although the City does not have a LCP, the City has a Coastal Zone overlay district which purpose 27 9
is to protect and preserve valuable coastal resources within Aliso Viejo. Approval of a coastal development permit is required within the coastal overlay district.

I-10: Capital Improvement Program (CIP): “Establish a Capital Improvement Program (CIP) to address phasing and construction of traffic, infrastructure and City-owned park improvements throughout the City. Use the CIP process to prioritize, finance, and complete roadway and bikeway improvements identified in the Circulation Element and other City plans. Update the CIP annually to respond to changes in local priorities and available funding sources.”

2025 Status of Implementation: The City Capital Improvement plan is updated with every annual and mid-year budget. During the last annual cycle, the City set priorities for projects based on strategic initiatives, need, and available funds. For the mid-year budget, the City reevaluates the CIP based on needs and funds and will adjust accordingly.

I-11: Provide Solid Waste Services: “Continue to contract for solid waste services from a private sector provider. Ensure that community needs for solid waste disposal are being met.”

2025 Status of Implementation: To meet State requirements for solid waste diversion and disposal, including AB 939, AB 1826, AB 1594, and SB 1383, the City has entered into a franchise agreement with a waste hauler company (CR&R Waste and Recycling Services), which provides recycling and proper disposal of solid and organic waste throughout the City.

I-12: Fire, Police and Emergency Medical Service Contracts: “When the City renews service contracts with the Orange County Fire Authority (OCFA) and Orange County Sheriff’s Department (OCSD), consider the following issues:
 Staffing levels identified in service contracts should reflect the established service standards, community population, crime conditions, increased emergency activity, geography of service area, and funds availability.
 Contracts should include service to new development that will be constructed during terms of the contract.
 Size of physical facilities and types of resources within the City should accommodate sufficient Staff and equipment, and distribution of the facilities should minimize emergency response.”

2025 Status of Implementation: The City annually renews its contract with OCSD. The City’s contract with OCFA establishes a term of 20 years, from July 1, 2010 through June 30, 2030. The contract renewal process includes an assessment of safety data, existing and planned development and identified and negotiated needs. Service provision to the City continues to be adequate.

I-13: Fair Housing Service Contract: “Continue to contract with the Fair Housing Council of Orange County (FHCOC) to support fair housing services for City residents. Advertise fair housing services on the City website and at the public counter, library, post office, Family Resource Center, and other community locations.”

2025 Status of Implementation: The Fair Housing Council previously provided fair housing services to the City. Effective July 1, 2018, after issuing an RFP, the Fair Housing Foundation became the fair housing provider for the City. Fair housing services are advertised on the City website and at the City Hall public counter, City branch of the Orange County Library, and Family Resource Center.

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I-14: Parkland Ordinance: “Prepare, adopt and implement a parkland ordinance establishing a citywide standard of 5 acres of park land and/or parkland improvements per 1,000 population.

Consistent with Quimby Act regulations, in lieu fees may be collected to satisfy park provision requirements.”

2025 Status of Implementation: The park fee ordinance inherited from the County with a ratio of standard of 5 acres of park land and/or parkland improvements per 1,000 population is included as Section 14.16.050 of the Subdivision Code.

I-15: Grading Ordinance: “Prepare, adopt and implement a grading ordinance or Specific Plan to ensure all grading associated with new development projects are conducted in accordance with appropriate geotechnical engineering.”

2025 Status of Implementation: On February 15, 2003, in accordance with San Diego Regional Water Quality Control Board adopted waste discharge requirements (NPDES Permit), City Council adopted Ordinance 2003-044 and amended by Ordinance 2010-128. This ordinance, updated the City Municipal Code Chapter 13.08, in regards to storm water management, urban runoff, grading, and excavation. The City continues to assess grading impacts of new developments based on those provisions.

I-16: Building Codes: “Continually update development standards and adopt the latest building construction codes to guide future development in areas with known geologic and seismic-related hazards.”

2025 Status of Implementation: On August 20, 2025, the City adopted the 2025 California Building Standards Code which became effective on January 1, 2026.

I-17: National Flood Insurance Program (NFIP): “Enroll in the National Flood Insurance Program (NFIP) which provides federally-backed flood insurance to community residents.”

2025 Status of Implementation: After adoption of the 2004 General Plan, the City enrolled in the NFIP. This was made possible by actions taken by the City Council on April 5, 2006 including passing of Ordinance 2006-082 establishing a Floodplain Management Overlay District, under the Municipal Code Chapter 7.50, adoption of Resolution 2006-011 expressing a commitment to adopt and maintain regulatory measures for flood hazard areas, and directing Staff to file an application to join the NFIP. Adoption and enforcement of a floodplain management ordinance is a requirement of enrollment in the program.

I-18: Emergency Operations Plan (EOP): “Implement the City’s Emergency Operations Plan (EOP) according to requirements and provisions of the State Emergency Management System.

Ensure that the EOP establishes community evacuation routes and emergency shelter facilities and is easily available to the public.”

2025 Status of Implementation: The City has in place its original EOP. However, a thorough revision of the Plan was completed in 2016 to update it with newer terminology and current inter- agency communications and planning procedures. The Mass Care and Shelter Annex and the Evacuation Annex of the EOP predetermine potential evacuation routes and emergency shelters, but do not pre-designate those evacuation routes or emergency shelter facilities to the public.

Those decisions are made based on the circumstances of the event and by referencing data outside of the EOP. Disasters most likely to impact the City (earthquake and wildfire as two examples) do not allow us to know ahead of time what roads and overpasses will be open and 29 11
passable, or what areas of the community will be safe to occupancy. Therefore, the City will not preannounce evacuation routes or shelter facilities. However, arterial roadways specified in the Circulation Element can be considered the most likely evacuation routes. The City works with the American Red Cross to maintain a current database and inventory of all shelter facilities and supplies available within or near the City. In a disaster, the evacuation information, shelter locations, and all other pertinent emergency information will be relayed to the public according to the City’s Public Alert and Warning Annex. The Public Alert and Warning Annex outlines the various systems the City will utilize in a disaster to ensure the public is notified in a timely manner including AlertOC, Nixle alerts, Wireless Emergency Alert (WEA) System, and Emergency Alert System (EAS). The City’s Public Information Office will also share emergency information via the City’s social media outlets and City website. The City's Emergency Manager is tasked with preparing the City for disasters through the writing and maintaining of emergency plans in coordination with the city’s response partners like the Orange County Sheriff’s Department and Orange County Fire Authority; educating the public on disaster preparedness; conducting training and exercises for response Staff; and maintaining the City's Emergency Operations Center (EOC). The City's primary EOC is located at City Hall and serves as the central coordination point during a disaster.

I-19: Noise Regulations: “Continue to enforce City noise regulations to protect residents from excessive noise levels associated with nuisance and stationary noise sources. Periodically evaluate regulations for adequacy and revise, as needed, to address community needs and changes in legislation and technology.”

2025 Status of Implementation: Title 8.12 of the City Municipal Code includes noise control provisions. They include exterior and interior noise standards as well as exemptions from standards.

I-20: Transportation Financing/Measure M Requirements: “In addition to establishing a Capital Improvement Program, establish a Development Mitigation Program, Comprehensive Phasing Program, and Performance Monitoring Program to guide construction and funding of circulation improvements, pursuant to Measure M requirements. In addition, collect fees for traffic impacts of new development, and require project proponents to construct and/or fund circulation improvements resulting from new development projects.”

2025 Status of Implementation: Renewed Measure M eligibility packages are submitted to OCTA annually. Development projects are reviewed for impacts and approvals are conditioned to either fund or construct appropriate components to mitigate any impacts.

II-1: Street Median and Sidewalk Improvement Plan: “Establish a program to identify street medians and sidewalks throughout the City that are in need of enhanced landscaping, maintenance or repair and to identify roadways without current medians or sidewalks required by roadway design standards. This program will be used to prioritize median and sidewalk improvements and incorporate them within the City’s annual CIP process. Both the City and AVCA should have roles in the planning and implementation of the program.

The median program will emphasize the role of medians as both landscape and safety improvements, and new landscaping completed pursuant to the program must be drawn from the City Plant Palette and comply with low water landscaping requirements set forth in the Conservation/Open Space Element.

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The sidewalk program will include provisions for tree planting, adequate shade, enhanced crosswalks (using lights, signs, and pavement markings), and place special emphasis on sidewalks, crosswalks and signs near schools, parks, churches, community facilities and within Aliso Viejo Town Center.”

2025 Status of Implementation: A street median master plan has been developed to prioritize projects and establish design guidelines. The master plan identified fifteen (15) miles of median to be constructed. Projects have already been completed on Pacific Park Drive and Aliso Creek Road. Other projects on Aliso Viejo Parkway and Aliso Creek Road have been designed and require construction funding. Pacific Park Town Center Association has completed a project on Enterprise utilizing similar design standards. Sidewalk enhancements have been completed as part of the Town Center Loop project, including crosswalk enhancements.

II-2: Low Water Palette and Landscaping Requirements: “Develop a diverse plant palette consisting of native and xeriscape plants to be used citywide. Require that 50 percent of all public and private landscaping within the City consist of low water, native/xeriscape plants drawn from the palette. Periodically evaluate this objective and increase the required percentage over time.”

2025 Status of Implementation: The City Council adopted Ordinance 2009-119 and amended by Ordinance 2015-171, amending the City code to include an article outlining adoption of water efficient landscape regulations, and approving guidelines for implementation of those regulations.

The regulations, in Section 7.30 of the Aliso Viejo Municipal Code, are consistent with California Assembly Bill 1881 provisions regarding water conservation and require new landscaping projects in the City will be required to consist of at least 50% low water or xeriscape plants and the use of efficient irrigation system to keep water consumption within the allocated amount set by the local water agencies.

II-3: City Gateway and Wayfinding Signs: “Establish new wayfinding signs throughout the City, leading residents and visitors to key community locations. Construct new entry gateway monuments at key entrances to Aliso Viejo, including those beyond the limits of the Aliso Viejo Planned Community.”

2025 Status of Implementation: Gateway signage and monumentation were addressed in the City SR 73 Corridor Enhancement Master Plan and Streets and Trails Amenities Master Plan.

Wayfinding signs were redesigned to guide residents and visitors to public facilities and were installed in 2018. Examples of these facilities include the Aliso Viejo Center located at 31 Santa Barbara Drive and Aquatic Center at 29 Santa Barbara Drive.

II-4: Greenway and Riparian Corridor Restoration: “Identify portions of greenways, the power line easement within the City, and the riparian corridor surrounding Aliso Creek where natural landscaping has been degraded. Work with property owners, the County, and AVCA to revegetate the areas in a manner consistent with the City plant palette and native landscaping requirements.”

2025 Status of Implementation: In 2005, with support of grant funding from the Habitat Conservation and United States Fish and Wildlife Service Programs, the City constructed a wetland at the detention basin located at the headwater of the Wood Canyon Creek within Aliso and Wood Canyon Regional Park. The purpose of this project was to create a wetland habitat using native riparian/wetland plant species within the detention basin to enhance water quality, flood control and channel protection at the beginning of the Creek. Since this project is situated at the headwaters of Wood Canyon Creek and will affect the whole of the Creek, it will also 31 13
increase and enhance the overall Wood Canyon Creek riparian corridor and its associated wildlife habitat.

As part of the project mitigation monitoring plan, site inspections were conducted on a monthly basis and water quality samples were collected from the inlet and outlet of the wetland site during dry weather seasons from 2006 to 2010. Water samples were analyzed for nutrients and indicator bacteria. Natural and planted native vegetation were determined to be growing at a normal rate in regard to reproduction and density compared to other natural habitats. Additionally, bacteria data collected indicates microbial quality of runoff improved as it passed through the wetland and no significant changes in level of nutrients were observed as water passes through the wetland.

In 2016, grants from OCTA and State Department of Water Resources were obtained for the construction of a wetland and habitat restoration project within the Dairy Fork sub-watershed, a tributary of Aliso Creek. The purpose of this project was to enhance the water quality of dry weather urban runoff by creating a wetland and restoring natural habitat by removing non-native invasive plants and planning native and California friendly plant species.

A five-year mitigation monitoring plan and a twenty-year maintenance plan were developed and are being implemented to assure the restoration of the natural habitat and that the wetland operates as designed to remove pollutants and improve the quality of urban run runoff prior to being discharged into the creek.

In December 2018, OCFA was awarded a $5.4 million grant for countywide aerial surveying to identify and then remove trees infested with the shothole borer beetle. The goals of the program are to 1) stop the spread of invasive tree pests, 2) reduce the existing fuel loads caused by the tree pests and limit the potential for future fuel loading from them, 3) reduce the related wildfire and life safety risks for the invasive tree pests, and 4) improve the environment by limiting GHG emissions linked to tree loss, and the increased frequency and intensity of the associated wildfires.

II-5: Roadway Re-Striping: “Wood Canyon Road is currently constructed as a two-lane undivided highway between Oak View and Aliso Creek Road, inconsistent with Orange County Master Plan of Arterial Highways (MPAH) standards. This roadway segment will be re-striped to the County classification standard as a four-lane secondary arterial when necessary. Future restriping may also be considered on portions of Aliso Viejo Parkway and Glenwood Avenue to reduce potential for automobile/bicycle conflicts.”

2025 Status of Implementation: Due to concerns over automobile accidents and overall safety on Wood Canyon Road, the City has reevaluated this plan for the roadway. A more restricted striping design, designed to aid safer movement of vehicles, has been successful in reducing collisions on the segment.

The City Council has directed Staff to revise the classification of this street in the overall County Plan to collector status. This will be accomplished as part of the Circulation Element of the General Plan.

II-6: Intersection Improvements: “Periodically monitor conditions at intersections throughout the City and evaluate and implement options for improving the following intersections to ensure operation at LOS C or better:

 Aliso Creek Road and Aliso Viejo Parkway
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 Wood Canyon Road and Pacific Park Drive
 La Paz Road and Pacific Park Drive
 La Paz Road and SR-73 Eastbound Ramp
 Moulton Parkway and Aliso Viejo Parkway
 Pacific Park Drive and Peppertree
 Aliso Creek Road and Pacific Park Drive

The City may seek funding for such improvements through the development agreement process associated with the Community Benefit Overlay areas.”

2025 Status of Implementation: All intersections in the City are maintained at Level of Service (LOS) “C” or better. Projects have been completed to improve traffic flow at three of the seven intersections identified on the list, including Wood Canyon at Pacific Park, Pacific Park at Peppertree, and Aliso Creek at Pacific Park. The other intersections will be improved as traffic congestion increases and additional grant money is obtained.

II-7: Neighborhood Circulation Improvements: “Ensure that sufficient improvements are in place within neighborhoods to protect pedestrians and bicyclists from hazards associated with excessive auto traffic volumes and speeds. Where appropriate, consider traffic calming devices including median landscaping and provision of bike or transit lanes to mitigate the problems posed by schools and other land uses that generate extraordinarily high traffic volumes at specific times.

Provide solutions to mitigate these problems as warranted by local studies.”

2025 Status of Implementation: Several projects have been executed as part of efforts to achieve this objective. Projects have included street re-striping and the construction of raised pavement markers at Westridge, Briarglen, and Canyon Vista. Enhanced pavement has been installed on Golf Drive to visually identify pedestrian walkways. Crosswalks at the intersection of Aliso Creek Road and Pacific Park Drive have been updated and back plates of traffic signals have been painted for safety. Additionally, there have been circulation and striping projects constructed around all schools in the City. On July 16, 2025, City Council adopted Resolution No. 2025-11 which established the Neighborhood Traffic Calming Guidelines to provide a systematic approach for approaching traffic calming concerns.

II-8: Bicycle and Pedestrian Amenities: “Provide appropriate bicycle and pedestrian amenities along City bikeways, trails, and sidewalks. Specific amenities include bicycle racks, water fountains, benches, trash cans, and call boxes. Encourage private development projects to provide these amenities as well, especially within Aliso Viejo Town Center.”

2025 Status of Implementation: Phases 1 and 2 of the Town Center Loop Trail project have been completed and include trail markers, maps, and enhanced paving at pedestrian crossings.

II-9: Iglesia Park and Family Resource Center: “Operate and improve as needed Iglesia Park and the Family Resource Center as resources to the community. Include physical improvements to these facilities within the City’s CIP process.”

2025 Status of Implementation: The City contracts with the Boys & Girls Club to operate the Family Resource Center and in 2022 continued to make improvements to the facility which included minor repairs.

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II-10: Emergency Operations Center: “In the event of an emergency, activate an Emergency Operations Center (EOC) at City Hall. Continue to evaluate need and sites for an alternative EOC elsewhere within the City.”

2025 Status of Implementation: The City Conference Center has been identified to serve as an alternate EOC in the event City Hall cannot serve as the primary EOC. Staff continues to evaluate communications, information technologies, and situation assessment capabilities at both sites, to identify desired improvements to these capabilities and to gradually accumulate these improvements as resources allow. City Hall installed a backup generator in 2017 that will provide power to the City’s EOC during a power outage.

III-1: CEQA Compliance and Site Development Review: “Utilize a site development permit process and the California Environmental Quality Act (CEQA) in the review of proposed development projects. Review proposed projects to avoid where permitted by law unacceptable impacts to the fiscal stability of the City, public facilities and services supporting development, surrounding development designs, landscaping, cultural and historical resources, and natural characteristics of the project site.”

2025 Status of Implementation: Pursuant to Aliso Viejo Municipal Code Section 15.74.020 a permit approving site, architectural, landscape, and related development plans is included within the term “site development permit.” The City Council is the decision-making authority for site development permits, and the City conducts and completes a CEQA analysis during the review of proposed development projects. As CEQA is amended by the California State Legislature, the City adopts the amended local guidelines for implementing the CEQA, with the last adoption occurring on April 16, 2014.

III-2: Fiscal Impact Evaluations: “Fiscal evaluations of any future development or redevelopment projects outside established Community Benefit Overlay (CBO) areas that vary from development permitted by established development agreements are required, to the extent permitted by law.

Such evaluations will determine the net fiscal balance of the project to the City, and provide appropriate mitigation strategies for projects with a negative fiscal balance. Such strategies may become conditions of development approval, at the discretion of the City Council.”

2025 Status of Implementation: Fiscal evaluations occur as new projects are proposed. In general, the City evaluates the fiscal impact of any new development proposal as it relates to the City’s ability to continue providing services for the long term. The City updates its Five-Year Strategic Plan on a regular basis to determine its financial outlook under changing economic conditions and impacts arising from the dynamic State budget.

III-3: National Pollutant Discharge and Elimination System (NPDES) Compliance: “Prior to making land use decisions, the City will utilize available methods to estimate increases in pollutant loads and flows resulting from projected future development. In addition, applicants for new development and redevelopment projects shall demonstrate accomplishment of NPDES objectives:

 Use of structural and non-structural Best Management Practices (BMPs) to mitigate projected increases in pollutant loads and flows.
 Minimized pollutant loading flow velocity during and after construction.  Minimized amounts of impervious surfaces and directly connected impervious surfaces.  Maximized on-site infiltration and runoff and temporary on-site retention areas. 34 16
 Limited disturbance of natural water bodies, natural drainage systems, and natural habitats.
 Pollution prevention methods, source controls and treatment using small collection strategies located at, or as close as possible to, the source.”

2025 Status of Implementation: In compliance with requirements of the NPDES Permit, the City has adopted the following water quality ordinances, under Title 7 Health and Safety of the Aliso Viejo Municipal Code:
 Grease Interceptor/Trap Connections to Sewer System and Maintenance (Ordinance No. 2002-036).
 Ordinance 2011-133, as an amendment to Ordinance 2002-036, which requires a semi- annual cleaning and maintenance of grease interceptor/trap connection to sewer system.  Stormwater Management, Urban Runoff, Grading and Excavation (No. 2003-044).  Amendment to Stormwater Management including Stormwater Permits (No. 2003-051)  Amendment to Stormwater Management including BMPs for Monitoring and Inspection (No. 2003-054)
 Ordinance No. 2010-128 as an amendment to Stormwater Management Ordinance No. 2003-044.

Additionally, on October 20, 2010, the City Council passed Resolution 2010-40, amending the General Plan to include storm water management goals and principles. These goals and principles include encouragement of:
 Interagency cooperation in regard to storm water management,  Reduce discharge of pollutants to the maximum extent practicable through the use of low- impact growth and development concept in the design and selection of best management practices,
 Use of native, low-water plants,
 Reduced water use for landscaping, and
 Cooperation with the Aliso Viejo Community Association (AVCA) to prevent groundwater pollution.

III-4: Water Services and Supplies: “Require engineering studies to determine water infrastructure requirements for future development projects. Require that study recommendations be incorporated into the design of projects. Require the dedication of necessary right-of-way and construction of water infrastructure improvements for all development projects.

Review all development projects in consultation with the applicable water district to ensure adequate water supplies, treatment, and distribution capacity for projects without negative impact to the community. For projects that satisfy the criteria set forth in Sections 10910-10915 of the California Water Code and Section 66473.7 of the Government Code, a Water Supply Assessment or water supply verification demonstrating available water supplies exist to support development shall also be prepared.”

2025 Status of Implementation: Review procedures outlined in this implementation measure are the responsibility of the El Toro (ETWD) and Moulton Niguel (MNWD) Water Districts. Each Water District is required (by Water Code Sections 10610 through 10656 of Urban Water Management Planning Act) to prepare, adopt, and file an Urban Watershed Management Plan (UWMP) every five years. The UWMP includes information on present and future water supply and demands and assessment of an area water resource needs. As a stakeholder, City Staff will review and 35 17
comment on the draft UWMP during public input period. The City requires a letter from the water districts confirming availability of water supply for all new and redevelopment projects prior to permit issuance.

III-5: Sewer and Wastewater Treatment Services: “Require engineering studies to determine sewer infrastructure requirements for future development projects. Require that study recommendations be incorporated into the design of projects. Require the dedication of necessary right-of-way and construction of sewer infrastructure improvements for all development projects.”

2025 Status of Implementation: Similar to evaluation of water feasibility, analysis of sewer infrastructure needs created by future development projects is performed by the two water districts operating in the City. The City requires a letter from the water districts confirming projects are consistent with district requirements for sewer connections and services.

III-6: Recycling Requirement: “Require use of recycling as a condition of approval for all new development projects. Work with the private sector contractor providing solid waste services within the City to ensure that appropriate recycling containers, procedures, and education are readily available.”

2025 Status of Implementation: The City Solid Waste Management Program requirements are designed to be compliant with AB 939, AB 1826, and AB 1594. These stipulate waste separation and recycling for multi-family units and commercial units is performed at the Material Recovery Facility (MRF) in San Juan Capistrano. For single-family communities, a system of three containers is used for residents to sort their recycling.

III-7: Adequate Flood Control: “Require engineering studies to determine required flood control facilities for future development projects. Require that study recommendations be incorporated in the design of projects. Require the construction of appropriate flood control for all development projects. Where appropriate, also require that engineering studies include analyses on stream instability for natural watercourses that include stream degradation, head cutting, bank erosion, and related factors. Recommendations from these studies will be implemented as mitigation for identified impacts.”

2025 Status of Implementation: Flooding remains a non-issue for most properties in Aliso Viejo.

However, the City continues to evaluate proposed new developments in regard to flood control through engineering studies and plan review. The City also participates in the National Flood Insurance Program.

III-8: Adequate Fire and Police Services: “Evaluate the need for additional fire and police facilities or resources to serve new development projects that vary from established agreements.

Coordinate with AVCA and service providers to evaluate the level of fire and police service provided to the community. Require adequate street widths and clearance for emergency access.”

2025 Status of Implementation: In both the Planning and Building permit process, development projects that vary from established agreements are routed to the Orange County Fire Authority and the Orange County Sheriff Department for review and comment/approval. Every project is evaluated against the need for additional fire and police facilities or resources. Additionally, adequate street widths and clearance for emergency access are reviewed and then required with permit issuance.

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III-9: Public Education Facilities: “For proposed projects that vary from established development agreements, determine anticipated student generation in conjunction with Capistrano, Saddleback Valley, and Laguna Beach Unified School Districts. Work with the districts to collect student impact fees. Where permitted by law, require the dedication of necessary school sites where appropriate associated with development proposals”

2025 Status of Implementation: The Building Department ensures collection or exemption for school impact fees prior to issuance of building permits.

III-10: Adequate Parks, Recreation Facilities, Trails and Community Center: “Require payment of park fees, dedication of land for parks and/or dedication and provision of multi-use trails as conditions of new development, as applicable. Park-related dedications or fees will be determined using the City’s ratio of 5 acres of parkland and/or parkland improvements per 1,000 residents.

Research options or opportunities to provide necessary or desired community facilities, such as a Community Center.”

2025 Status of Implementation: Fees allocated for parks have been collected as part of development agreements negotiated between the City and developers. Park in-lieu fees are also triggered when a subdivision includes a residential component.

III-11: Library Fees: “Assess proposed development that varies from established development agreements for library impact fees in conjunction with the Orange County Public Library.”

2025 Status of Implementation: Other than projects approved with a development agreement, the City has not assessed City development impact fees such as library impact fees for any project.

The City has never studied library fees because library services have always been provided by the County.

III-12: Transit Oriented Development: “Require incorporation of transit-oriented design features and attractive and appropriate transit amenities (including shaded bus stops) into public and private development projects to promote and support public transit use.”

2025 Status of Implementation: The City continues to analyze the need for new public transit amenities, both on a project-by-project basis, and within the context of the Orange County Transportation Authority programs. Based on ridership and other analysis OCTA has eliminated all fixed bus routes in the City. The City will continue to evaluate local shuttle options through OCTA Projects S and V for Metrolink and circulator shuttles.

III-13: Ecological and Biological Resource Assessments: “Assess development proposals that vary from established development agreements for potential impacts to significant ecological and biological resources. Require appropriate mitigation for all significant impacts if impact avoidance is not possible. Mitigation measures for habitat and species may include, but are not limited to:
avoidance, enhancement, restoration, or a combination of any of the three, along with participation in the Central and Coastal Region Natural Community Conservation Program (NCCP). Address the following subjects within impact assessments, as applicable to individual development projects:
 Natural communities.
 Riparian and wetland habitats.
 Coastal sage scrub and coast live oak habitats.
 Rare and endangered animal and plant species.
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 Habitat fragmentation (including disruption of wildlife corridors).  Aliso Creek and associated tributaries.
 Significant tree stands.”

2025 Status of Implementation: As part of the CEQA process, all projects are assessed for potential impacts to significant ecological and biological resources, and where appropriate mitigation measures are required.

III-14: Green Building and Energy Conservation: “Evaluate proposed development projects throughout the City using Leadership in Energy and Environmental Design (LEED) Standards developed by the US Green Building Council. The City strongly encourages all future development and major renovation projects within the following General Plan designations to achieve LEED certification: Very High Density Residential, Town Center Commercial, Recreation Commercial, Business Park, Professional Office, and Community Facility. Investigate the potential to offer density bonus incentives on residential projects that achieve LEED certification.

Require compliance with State Title 24 building construction standards and Energy Star conservation standards for all development projects.”

2025 Status of Implementation: This objective is satisfied by the compliance of new projects with Cal Green Building Code standards for new construction.

III-15: Geologic Hazard Assessments: “Pursuant to State law, geologic and/or geotechnical studies are required for proposed new development projects located in areas identified as susceptible to landslides and liquefaction and binding mitigation strategies must be adopted.

These areas are identified on Figure S-1 of the Safety Element. Compliance with the recommendations set forth in site specific geologic and/or geotechnical studies will be made a condition of the site development permit for subsequent projects. In addition, the City may require applicants to incorporate measures to stabilize and maintain slopes on a site-by-site basis, such as, but not limited to, proper planting, irrigation, retaining walls, and benching.”

2025 Status of Implementation: The City requires new geologic and geotechnical studies when necessary. Compliance with recommendations in such studies are made a part of the site development permit. Additionally, the City coordinates with local Homeowners Associations regarding maintenance of slope stabilization, where needed.

III-16: Crime Prevention Through Environmental Design (CPTED): “Review all new development proposals for sensitivity to Crime Prevention Through Environmental Design (CPTED) principles.

Encourage incorporation of design features that employ adequate lighting and place increased emphasis on public areas.”

2025 Status of Implementation: Police Services continues to collaborate with Planning to incorporate crime-prevention measures into new and existing developments. Appendix A, of the Zoning Code, describes the requirements for Crime Prevention through Environmental Design (CPTED).

III-17: Noise Contours and Standards: “Review development proposals to ensure that the noise standards and compatibility criteria set forth in the Noise Element are met. Require acoustical analyses for all proposed development within the 60 dB CNEL contour as shown on Figure N-1 in the Noise Element. Also require acoustical analyses for all proposed residential projects in the vicinity of existing and proposed commercial and industrial areas. 38 20

Require mitigation measures, where necessary, to reduce noise levels to meet the adopted standards and criteria. Such measures may include berms, walls, and sound attenuating architectural design and construction methods. Only permit new development if adopted noise standards and regulations can be met.”

2025 Status of Implementation: As part of the CEQA process, all projects are assessed for potential noise impacts per the Noise Element and Municipal Code (Title 8, Section 8.12 Noise Control), and where appropriate mitigation measures are required.

III-18: Noise Insulation Standards: “Enforce provisions of the California Noise Insulation Standards (Title 24) that specify that indoor noise levels for multi-family residential living spaces shall not exceed 45 dB CNEL. The standard is defined as the combined effect of all noise sources and is implemented when existing or future exterior noise levels exceed 60 dB CNEL. Title 24 further requires that the standard be applied to all new hotels, motels, apartment houses and dwellings other than single-family dwellings. The City will additionally apply the standard to single- family dwellings and condominium conversion projects.”

2025 Status of Implementation: As required by Section 1207 of the California Building Code, the Building Department enforces provisions of the California Noise Insulation Standards (Title 24) that specify indoor noise levels for multi-family residential living spaces, and all new hotels, motels, apartment houses and dwellings other than single-family dwellings shall not exceed 45 dB CNEL. Furthermore, the Building Department will additionally apply the standard to single- family dwellings and condominium conversion projects. In other words, this is accomplished by requiring insulation between units.

IV-1: Annual Review of General Plan and Environmental Indicators: “Annually review implementation of the General Plan and Land Use Policy Map to identify the effect of land development and use on City revenues and costs of providing public facilities and services.

Develop a range of environmental indicators to be monitored over time as the community develops. Such indicators may include, but are not limited to the following: percentage of land area used as open space, percentage of solid waste diverted from the waste stream through recycling, etc. Utilize the City’s GIS system to create and track these indicators, and report annually to the City Council regarding progress toward established objectives.”

2025 Status of Implementation: There are two environmental indicators that Staff has data for and can be used to annually review implementation of the General Plan and Land Use Policy Map to identify the effect of land development and cost of providing public facilities and services:
percentage of parkland and percentage of solid waste diverted through recycling. In 2003, with the formation of the General Plan, there was 257.5 acres of parkland for an approximate population of 42,000, and since 2003, two parks totaling 3.2 acres, within the Glenwood development have been constructed and 0.91 acre of parks were added to the City’s inventory with the final permitting of the Vantis development in 2017, for a total increase of 4.11 acres. Now, with an approximate population of 50,000 and 261.61 acres of parkland, there are 5.23 acres of parkland per 1,000 residents, which exceeds the City standard of 5 acres per 1,000 residents as well as the accepted standard of 3 acres per 1,000 residents. In addition, the City finished construction of the Aliso Viejo Ranch park in 2020 which added 7 acres of parkland to the City.

For solid waste diversion rates, the Environmental Services Staff receives a monthly report from CR&R on the diversion rates and has also updated Municipal Code Chapter 7.15 Construction or Demolition Debris to meet the current State Diversion rate of 65%, of which the City met in 2025.

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IV-2: Preserve Jobs-Housing Ratio: “To the extent possible, preserve the balance between jobs and housing in Aliso Viejo through land use decisions. The five Community Benefit Overlay (CBO) areas identified in the Land Use Element provide substantial new opportunities for housing development within the City, which, if combined with business support programs, can help to preserve or improve the current (2000) ratio of 0.94 jobs per housing unit. Work with property owners to develop these to provide new employment opportunities and a variety of housing types that encourages people to both live and work in Aliso Viejo.”

2025 Status of Implementation: According to the latest statistic available from the United States Census Bureau (2020), there were 29,887 full-time and part-time jobs (including self-employed) and 20,189 total dwelling units in Aliso Viejo in 2020. This equals a 1.48 jobs per housing unit ratio, an improvement of the 2000 ratio of 0.94 jobs per housing units.

IV-3: Outreach Objectives for Outlying Areas: “Establish semi-annual community outreach objectives and promote City activities within the Via Iglesia area and residential areas east of Alicia Parkway.”

2025 Status of Implementation: The following are ongoing outreach activities performed or aided by the City in regard to the Via Iglesia area:
 The City provides support to Iglesia Park HOA Boards to facilitate meeting space and community forums.
 The City maintains contact with the Moulton Parkway HOA and keeps abreast of issues and events in the neighborhood.
 Direct mailings are used as needed (not exceeding four mailings per year) with information regarding upcoming City sponsored events and meetings held at Iglesia Park Community Center.
 The City consults with the Boys and Girls Club of Capistrano Valley to provide traditional out of school time programs in the areas of education and career development; the arts and technology; health and life skills; sports, fitness and recreation; and character and leadership development.
 HOA Boards and residents are encouraged to subscribe to e-news updates provided by the City.

IV-4: Public Education Programs: “Use public education activities to accomplish the following objectives:
 Protect residents from hazards associated with slope instability and flooding.  Improve surface water quality. Educate residents regarding surface water quality pollutants, especially those that may result from community activities, such as car washes.  Identify steep slope hazards and steps residents can take to make their homes and businesses safer.
 Raise public awareness of fire safety issues including wild land fire prevention, where to take pets during fire-related evacuations, and the benefits of fire resistant slope cover.

Educate the public regarding proper disposal of household hazardous waste (including medical wastes) and other safety concerns related to improper use or storage of hazardous materials.
 Ensure that residents are prepared for any problems associated with the San Onfore Nuclear Generating Station (SONGS).

Coordinate education activities and make materials available to residents. Utilize forums, flyers, brochures and the City’s website to accomplish these objectives.” 40 22

2025 Status of Implementation: The City has developed and implemented a comprehensive public outreach program for pollution prevention and solid waste recycling. This program includes distribution of educational materials such as guidelines and best management practices, and trainings and workshops for residents and businesses.

To raise awareness for fire safety issues, OCFA has a program called “READY! SET! GO!”. “READY! SET! GO!” is about helping residents understand how their home’s location, surrounding vegetation, construction elements, and other factors place their property and them at risk during a wildfire. The goal of this program is to educate and engage residents in reducing the risk in their communities to help save lives and property.

IV-5: Geographic Information Systems: “Implement a Geographic Information System (GIS) to provide accurate mapping and detailed information pertaining to infrastructure, land use, public safety and environmental resources within the Planning Area. Add water and sewer information obtained from service providers to the City’s GIS system. Expand the GIS system to include information pertaining to street lights, parks, land use, zoning, trails, fire hydrants, City-owned lands, environmental resources, roadways, parcels subject to fuel modification plans, and emergency management information. Utilize the GIS system in tandem with engineering and traffic models to evaluate the infrastructure impacts of new development within the City. These data will be shared with OCFA.”

2025 Status of Implementation: The City is continues to research strategies, costs, and timelines for expanding the City GIS system. The GIS system currently contains data pertaining to street lights, parks, land use, zoning, fire hydrants, high fire severity zones, flood zones, roadways, and bicycle paths.

IV-6: Source Reduction and Recycling Element: “Continue to implement waste diversion programs as well as public education programs as outlined in the City’s Source Reduction and Recycling Element required by Assembly Bill 939.”

2025 Status of Implementation: As required by AB 939, AB 1826, and AB 1594 the City has developed and implemented a solid waste program with the objective of diverting at least 65% of solid waste from the landfill. The City has entered into an agreement with the City’s hauler (currently CR&R Environmental Services) to implement this plan and achieve the diversion goal.

IV-7: Improve City-University Connections: “Continue to work with Soka University of America representatives to encourage both physical and social connections between the City, local businesses and the University. Potential activities include coordinating planning activities with university facility planners, investigating the potential for shuttles between the University and Aliso Viejo Town Center, joint promotion of cultural and community events, standing committees to oversee joint activities, preservation of and public access to open spaces within the campus, and other activities.”

2025 Status of Implementation: The City continues to partner with Soka University of America to organize community events and activities. Open spaces on the University campus continue to be open and accessible for area residents, who utilize them for activities such as walking, jogging, and picnicking.

IV-8: Transportation Demand and System Management: “Participate in regional efforts to implement Transportation Demand Management (TDM) requirements and support 41 23
implementation of the employer TDM provisions of the South Coast Air Quality Management District Air Quality Management Plan. Complete intersection capacity improvements and coordinate traffic signals as necessary to improve traffic flow.”

2025 Status of Implementation: Intersection capacity improvements have been completed as indicated under Implementation Program II-6. The City contracts a traffic engineering firm to inspect and maintain its traffic signal operations and coordination programs. Coordination programs have been incorporated on Pacific Park Drive, Aliso Creek Road, Alicia Parkway and La Paz Road. As required for Measure M2 eligibility, the City has implemented a Traffic Signal Synchronization Master Plan. The City also participates through OCTA in congestion management programs.

IV-9: Homeownership Assistance Program: “Establish a City-sponsored Homeownership Assistance Program. Explore the feasibility and appropriateness of various programs to provide homeownership opportunities to lower and moderate income households. Programs to be evaluated include Mortgage Credit Certificates (MCC), Mortgage Revenue Bonds, Lease-to-own programs, etc.”

2025 Status of Implementation: A City sponsored Homeownership Assistance Program has not been established yet. However, in conjunction with Shea Homes, the City established an affordable housing program that provides homeownership opportunities to lower income households. To date, all forty-three of the affordable units in the Glenwood development have been sold, and fifteen of the affordable units in the Vantis development have been sold. In 2025, Staff continues to oversee the transfer of ownership for these affordable units to ensure that the individuals are meeting the requirements of the program. In addition, the County of Orange maintains a Mortgage Credit Certificates (MCC) program that includes qualified residents of Aliso Viejo.

IV-10: Conservation of Existing Affordable Units: “Monitor the status of multi-family housing projects with units affordable to households earning lower incomes. Pursue available options to preserve such affordable units.”

2025 Status of Implementation: Currently, Aliso Viejo has two multi-family housing projects with units affordable to households earning lower incomes. Neither one is at risk of converting to market-rate housing during this Housing Element period as the shortest deed restriction at these two locations is not due to expire until 2031. Should there be a change in the status of these housing projects, the City will monitor the deed restrictions or affordability covenants of affordable housing, notify residents of potential conversion to market-rate housing, and pursue options to preserve the affordable housing units.

Furthermore, all 43 low-income units within the Glenwood development and all 15 of the low- income units within the Vantis development have been constructed to date. As the units are constructed and sold to low-income buyers, the City will monitor deed restrictions on those units.

There is a forty-five year affordability restriction on those units.

Vintage Aliso, a 202-unit senior low and very-low income development (includes two manager units) was constructed and opened in 2017, and Staff will continue to monitor the affordability.

Additionally, the 435-unit Vantis apartment complex was constructed and opened in 2017, and Staff will continue to monitor the affordability of the 20 low income rental units contained within the 435-unit development.

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Liberty at Aliso, a 200-unit senior low and very-low income development (includes two manager units) was constructed and opened in 2019, and Staff will continue to monitor the affordability.

IV-11: Alternative Transportation Strategies: “Promote and encourage the use of electric and natural-gas fueled vehicles. Support efforts to promote development and use of other alternative transportation technologies that contribute to improved air quality. Consider future adoption of an ordinance requiring provisions for alternative fueled vehicles (e.g. charging or fueling stations) at or near major employment locations, shopping centers, public facilities and mixed-use developments.”

2025 Status of Implementation: Ordinance 2012-046 was approved by City Council on November 7, 2012 which included a provision that parking spaces for electric vehicle charging shall be credited toward the off-street parking requirements. In 2021, the Building and Planning Staff continued to process permit requests for residential and commercial electric charging stations.

Ordinance 2022-233 was approved by City Council on December 14, 2022, which amended Specific Plan No. 2 to allow sale, lease, and service of new electric vehicles and charging or alternative energy stations with incidental service and repair.

IV-12: Green Building Education and Training: “Provide Staff support and public education regarding the City’s proposed green building standards and methods of compliance.”

2025 Status of Implementation: As needed, the Building Staff provides support and education regarding the California Green Building Code standards.

IV-13: Slope Monitoring and Remediation: “Continually monitor and encourage remediation of unstable slope areas, particularly in areas characterized by the presence of crib walls or where historical anecdotal evidence of instability exists.”

2025 Status of Implementation: City Staff monitors slopes in the City and encourages remediation of unstable slope areas. Specifically, the City reviews for erosion and slope movement and discusses remedies with the property owners. The City contracts with a geotechnical firm for advanced investigations. The City has worked hand-in-hand with homeowner associations to repair five (5) landslides and is continually monitoring other areas of concern.

IV-14: New Fire Prevention Technology: “Support research and development of new technologies to prevent and suppress fires (e.g. foam treatments for new construction and other means). If appropriate, encourage OCFA to utilize such technologies to improve fire safety in Aliso Viejo.”

2025 Status of Implementation: Residential Fire Sprinklers: The City adopted the 2025 California Fire Code which includes a provision requiring installation of residential fire sprinklers within all new homes. In addition, the City adopted requirements for installation of sprinklers within existing homes undergoing significant reconstruction or expansion. This technology nearly eliminates fire deaths and injuries, and reduces property damage by 60%.

Fire Hazard Severity Zone Map: The California Department of Forestry and Fire Protection used sophisticated computer modeling techniques to develop new statewide FHSZ maps. The Fire Hazard Severity Zone Maps that were adopted by Council May of 2025 will improve decision making and regulatory processes and enhance survivability of new development within areas subject to wildfires.

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Wildland Fire Test: Understanding the exact mode of building failure is critical to implementing strategies to reduce future losses resulting from wildfire. OCFA Staff is participating in an international effort to understand how building components are impacted by wildfire. Results will be used to modify national building standards.

IV-15: Fuel Modification Zone Map and Notification: “Working collaboratively with AVCA and the Orange County Fire Authority, carefully investigate the status of fuel modification plans applicable to properties within the City and issue an educational notice to residents and property owners of lots with established fuel modification zones. Encode parcels subject to fuel modification plans within the City’s Geographic Information System (GIS) and prepare a map and notices to property owners describing the types of vegetation permitted and restricted within the applicable modification zone. Amend the Safety Policy map (Figure S-1 in the Safety Element) in the future to incorporate this information.”

2025 Status of Implementation: Fuel modification is an engineered plan/program that protects neighborhoods and consists of a minimum of approximately 170 feet of irrigated and non-irrigated zones, setbacks, and a selection of appropriate plant palettes for each. OCFA Staff completed a GIS mapping project which depicts parcels affected by fuel modification and is available to City Staff and property management companies. OCFA Staff also engaged AVCA, property management companies, and landscape maintenance companies to improve understanding and acceptance of ongoing maintenance responsibilities.

IV-16: Hazardous Waste Transport: “Evaluate risks to the City posed by the transport of hazardous, nuclear and radiological waste through the City. Explore the possibility and feasibility of restricting or prohibiting transport of certain types of waste through the City.”

2025 Status of Implementation: Risks have been evaluated at specific locations in the City on a case by case basis as the need arises.

IV-17: Nuclear Power Risks Reduction: “Participate in programs and emergency response exercises with federal and State agencies and Southern California Edison to minimize community risks related to nuclear power plant production at the San Onofre Nuclear Generating Station (SONGS). Implement measures related to SONGS within the City’s Emergency Operations Plan (EOP) to ensure that residents are prepared for any problems associated with the facility.”

2025 Status of Implementation: While the City continues to be cognizant of disaster planning considerations, the San Onofre Nuclear Generation Station is not considered a danger to Aliso Viejo residents. The whole of Aliso Viejo is located outside of the five zones identified in the facility Emergency Planning Zone (EPZ) as areas potentially affected by an accident at the facility, which permanently ceased operating in June 2013. The City’s Emergency Management Program Coordinator continues to work closely with Southern California Edison to stay current on the plant’s decommissioning status and the status of the spent fuel rods that are housed on site.

IV-18: Neighborhood Watch and Community Policing: “Continue to coordinate and promote citywide Neighborhood Watch and Community Oriented Policing programs.”

2025 Status of Implementation: Police Services continues to work with existing Neighborhood Watch programs in the City. Extra care is given towards revisiting and reinforcing existing programs.

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IV-19: Former MCAS El Toro Contour Redevelopment Opportunities: “Recognizing that Aliso Viejo was developed under land use, noise and safety restrictions associated with the former MCAS El Toro, monitor opportunities for redevelopment of formerly restricted areas within the City. Encourage redevelopment opportunities within these areas that improve the City’s fiscal stability, or accomplish other key General Plan objectives.”

2025 Status of Implementation: Since the adoption of the General Plan, the Planning department has monitored opportunities for redevelopment of formerly restricted areas within the City. The City employs an Economic Development consultant to devise methods to encourage development opportunities within these areas that improve the City’s fiscal stability.

V-1: Development Community: “Work with the development community to achieve beneficial development within identified Community Benefit Overlay (CBO) areas. Coordinate with local developers to promote available development opportunities within the City, emphasizing available sites for clean light industrial development and projects that improve the City’s jobs-housing ratio.”

2025 Status of Implementation: The City is an active partner with the private development community in maintaining a jobs-housing ratio appropriate and beneficial to the City. Specific Plans and/or Professional Office (PO) zoning (The Summit) have been adopted for each CBO area, along with development agreements which provide extra City benefits and project amenities which would not normally be provided, in return for greater development flexibility. Effective development agreements for all Community Benefit Overlay areas in the City help to ensure a proper jobs-housing balance.

V-2: Utility Companies: “Support efforts by Southern California Edison, Cox Communications, California Gas Company, cellular telephone service providers and other local utilities to research and consider use of the latest technological and infrastructure advances. Ensure through such coordination that Aliso Viejo remains on the cutting edge of new infrastructure technology. Where feasible and appropriate, promote the City as a reliable test site for new technologies.”

2025 Status of Implementation: The City issues permits and performs inspections as necessary in regard to the construction of, and upgrades to, communications facilities. The City has worked with all utility companies that have infrastructure located in the City, including those laying fiber optic cables. The City has been working with multiple wireless telecom companies to deploy 5G, which is the latest small cell technology.

V-3: Regional Economic Development Agencies: “Work with South Orange County Regional Chambers of Commerce and the Orange County Business Council in developing and implementing business attraction and retention programs. Pursue available grant funds to develop these programs. Joint efforts should seek to accomplish the following objectives:
 Promote Aliso Viejo as a destination.
 Build the City’s reputation as an excellent site for national or international corporate headquarters.
 Attract clean industries that expand employment opportunities at all skill and wage levels.  Attract recreation commercial and mixed-use projects desirable to both residents and visitors.
 Support physical improvements of building facades or structures.  Provide businesses technical assistance and access to enhanced technological infrastructure.
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 Assist businesses to understand City regulations and participate in City-sponsored programs, events, and activities.”

2025 Status of Implementation: The City actively works with regional and local business groups, such as the Orange County Business Council, the Orange County Building Industry Association, Aliso Viejo Chamber of Commerce, the Orange County Association of Realtors, and with the development community to facilitate business development and retention in Aliso Viejo. In 2018, Planning Staff worked with “Summit South,” formerly “Q-Logic,” to rebrand the location as “Element.” In 2019, Planning Staff worked with the new owners, Glaukos, to obtain permits to modify the space to their needs. In 2023, the tenant improvements were completed.

In 2019, the Lowe’s Home Improvement Store closed which created a large vacancy in The Commons portion of the Aliso Viejo Town Center. In 2022, City Council approved a Site Development Permit for façade modifications to the former Lowe’s building and adjacent suites, a Development Agreement between the City and the property owners, and a Specific Plan Amendment to allow for the sales and service of non-internal combustion engine vehicles. In 2025, facade upgrades to the shopping center were completed, and the tenants include a Tesla automotive dealership, 99 Ranch Market, Sender One indoor climbing and fitness center, Lucky Strike bowling alley, Philz Coffee, Daiso retailer, Marugame Udon restaurant, Omomo Tea Shoppe, Coco Ichibanya Curry House restaurant, and Vox Kitchen restaurant.

V-4: Local School Districts: “Coordinate with the Capistrano, Saddleback Valley, and Laguna Beach Unified School Districts to address the following issues, as applicable:
 Assist the school districts to update information in their Master Plans and Long-Range Facility Plans, identify future school and administrative facility sites, student generation formulas, and facility improvement plans.
 Assist the school districts in their review of development proposals to ensure that development proposals are consistent with school facilities requirements.  Coordinate any needed amendments to the City General Plan with applicable school districts.
 Develop safe pedestrian and bicycle routes to all schools and ensure physical improvements (such as crosswalks and bike racks) are in place to support walking and bicycling to schools.
 Explore non-structural solutions that may encourage people to walk or bus to school, rather than drive (e.g. staggered start times, walking groups, etc.)  Coordinate bussing programs and expand ride-sharing opportunities to relieve congestion and improve safety conditions during school drop-off and pick-up times  Enter into joint-use agreement to make additional recreational facilities available to the community during non-school hours
 Work with the school districts to redraw attendance boundaries as needed to alleviate overcrowding.”

2025 Status of Implementation: The Planning Staff assists as necessary the school districts to update information in their Master Plans and Long-Range Facility Plans, identify future school and administrative facility sites, student generation formulas, and facility improvement plans, and review of development proposals to ensure development proposals are consistent with school facilities requirements. To date, the City has not yet been requested to coordinate any needed amendments to the General Plan with applicable school districts. The Public Works Department and Police Services coordinates with the school districts regarding developing safe pedestrian and bicycle routes.
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Walk to School Day is a collaborative partnership with the Aliso Viejo public schools and Aliso Viejo Police Services to reinforce children’s good pedestrian safety skills, to remind adults to drive safely in school zones, and to promote physical activity for children to stay strong and healthy.

Walk to School Day also provides an opportunity for children and adults to observe and report any unsafe traffic, street or sidewalk conditions or situations to the City Engineer and the Chief of Police Services.

The City completed work through a partnership with the Aliso Viejo Community Association to provide improvements (lights, restrooms, shelters) to various parks owned and maintained by the Association.

In March 2015, the City Council established an Ad hoc committee with representatives of Capistrano Unified School District to discuss issues of mutual interest.

V-5: Soka University of America: “Coordinate with Soka University of America to facilitate completion of the university campus consistent with the approved University Master Plan.

Continue to participate in other activities to promote a mutually-beneficial relationship between the University and the City. Work with the University to ensure public access to trailheads on University property.”

2025 Status of Implementation: In 2017, the City worked with Soka University of America to complete the latest phase of the University Master Plan, which included a new science building and residential dormitories. In 2020, construction was completed for the latest phase, as well construction of the Soka Observatory.

V-6: Aliso Viejo Community Association (AVCA): “Continue to work with AVCA to achieve the following objectives:
 Ensure that parks and trails are maintained, and new facilities are constructed to meet the needs of new City residents.
 Identify demand and a site for a community center.
 Ensure provision of pedestrian and bicycle facilities to serve neighborhood areas.  Ensure that landscaping, park maintenance and other services provided by AVCA employ water conservation measure, use recycled water if available from water suppliers, and prevent groundwater pollution from fertilizer application and other potential pollutants.  Support AVCA efforts to acquire land to protect Aliso Creek and other surface water bodies from encroachment.
 Support implementation of AVCA’s Parks and Recreation Master Plan.  Encourage community-organized activities and events at AVCA parks and recreational facilities.
 Increase access to active recreational opportunities, particularly for children, teens and seniors.
 Identify and fill gaps in the recreational trail system.  Identify alternative emergency water sources, such as private swimming pools, to assist in fire suppression activities.
 Carefully investigate the status of fuel modification plans applicable to properties within the City.
 Encourage development and operation of community and recreational facilities as a preventative strategy to reduce youth criminal activity.”

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2025 Status of Implementation: The City completed work through a partnership with the Aliso Viejo Community Association and completed improvements (lights, restrooms, shade structures) to various parks owned and maintained by the Association. The City ensures park maintenance and other services provided by AVCA employ water conservation measures through use of Water Quality Management Requirements for homeowner associations and property management companies. The City collaborates closely with AVCA in providing community-building and recreational opportunities for Aliso Viejo residents. In March 2015, the City Council established an Ad hoc committee with representatives of AVCA to discuss issues of mutual interest.

V-7: Orange County Public Library (OCPL): “Work with the Orange County Library (OCPL) to ensure the California State Library recommended standard of 1.5 books and 0.5 square feet per capita is maintained and the City’s library services needs are met as future development occurs.”

2025 Status of Implementation: Although the Orange County Public Libraries system does not keep these types of statistics for each of its branches, information is available for the County-wide system. The most recent statistic available is for the 2016-2017 fiscal year where the Orange County Public Libraries had 1.53 book volumes per capita. Therefore, the book volume statistic is above the 1.5 recommended standard.

V-8: Transportation Corridor Agency (TCA): “Continue to work with the Transportation Corridor Authority (TCA) to reduce tolls for short distance trips along SR-73 to alleviate local traffic congestion, improve community safety, and reduce noise and air quality impacts within the City.

Encourage TCA to schedule landscape maintenance and construction projects during non-peak hours to reduce traffic impacts on the Transportation Corridor and City Streets. Work with TCA to achieve attractive, well-maintained low-water landscaping within the Transportation Corridor that provides effective erosion control.”

2025 Status of Implementation: The City has encouraged TCA to plant drought-tolerant landscaping adjacent to Transportation Corridor entry and exit points within Aliso Viejo.

Construction projects have been coordinated with the City to minimize local impacts. Tolls have been eliminated during special events that detour traffic to SR-73.

V-9: Adjacent Jurisdictions: “Continue to coordinate intersection maintenance and improvements with adjacent jurisdictions to ensure that intersections along Moulton Parkway, Alicia Parkway and El Toro Road operate at Level of Service D or better, or at service levels consistent with OCTA Congestion Management Plan (CMP) requirements. Collaborate with adjacent jurisdictions to investigate the feasibility of improving current pedestrian and bicycle crossings at these intersections, or providing overcrossings of these roadways to improve safety conditions.

Continue to coordinate with neighboring jurisdictions to provide adequate levels of police services within the community.”

2025 Status of Implementation: The City continues to perform ongoing collaboration with adjacent cities, especially concerning roadways that join those communities with Aliso Viejo. Recent work on El Toro Road to improve the intersection at Aliso Creek Road has been a joint effort between the City and the City of Laguna Woods.

V-10: Orange County Transportation Authority (OCTA): “Work closely with the Orange County Transportation Authority (OCTA) to achieve the following:
 Maintain consistency with the County Master Plan of Arterial Highways (MPAH) within the City.
 Implement the OCTA Congestion Management Plan (CMP) within the City. 48 30
 Expand and improve bus service within the City.
 Encourage provision of attractive and appropriate transit amenities, including shaded bus stops.
 Provide special transit services (such as direct shuttle or dial-a-ride services).  Support and implement the OCTA Commuter Bikeways Strategic Plan and participate in future updates and revisions to the Plan.

In addition, coordinate with Caltrans on all plans, activities, and projects which may affect State roadway facilities.”

2025 Status of Implementation: The Public Works/Engineering Department maintains consistency with the County Master Plan of Arterial Highways (MPAH) and implements the OCTA Congestion Management Plan (CMP) within the City via Measure M. The Department works with OCTA in support of the OCTA Commuter Bikeways Strategic Plan in the Aliso Viejo Streets and Trails Master Plan. Staff coordinates with Caltrans on all plans, activities, and projects which may affect State roadway facilities.

V-11: Orange County Housing Authority (OCHA): “Assist the Orange County Housing Authority (OCHA) in promoting the use of Section 8 Housing Choice Vouchers and Special Needs Group Rental Assistance Programs in Aliso Viejo. Specifically, make referrals to OCHA, advertise the programs on the City website and newsletters, and distribute information at the public counters and Family Resource Center.”

2025 Status of Implementation: The Orange County Housing Authority is not currently accepting applications for rental assistance through the Housing Choice Voucher program. Special Needs Group Rental Assistance is available, but only through referrals. The City makes available a copy of the 2025 County of Orange Affordable Rental Housing List to residents at the City’s public counter.

V-12: Local Water Districts: “Continue to work with the Moulton Niguel and El Toro Water Districts to implement their Urban Water Master Plans and ensure that adequate water supplies are available to meet the needs of current and future growth. Support efforts by these agencies to research and employ new technologies that improve water and sewer services and/or sustainability of water supplies serving Aliso Viejo.”

2025 Status of Implementation: The City works with the two water districts to ensure new projects can be served by water. The City also works with both districts to provide meetings, workshops and public outreach materials as part of a collaborative community effort to eliminate irrigation runoff.

V-13: Land Acquisition Organizations: “Support efforts by public and private organizations to acquire land for the following purposes:
 To protect Aliso Creek and other surface water bodies from encroachment;  To establish ecological or biological resource conservation easements; and/or  To be set aside as permanent open space.”

2025 Status of Implementation: The City supported establishment of a new wetland area as part of the Glenwood development built by Shea Homes. This wetland biologically treats urban runoff to reduce pollutants such as bacteria prior to being discharged into Aliso Creek. The City works with homeowners association and OC Vector Control to assure proper maintenance of the wetland. The City partnered with the adjacent cities of Laguna Woods, Laguna Hills, and Lake 49 31
Forest to fund and construct a wetland to treat urban runoff from the Dairy Fork sub-watershed of Aliso Creek.

V-14: San Diego Regional Water Quality Control Board (SDRWQCB): “Comply with all provisions of the National Pollutant Discharge and Elimination System (NPDES) permit, and support regional efforts by SDRWQCB to improve and protect water quality.”

2025 Status of Implementation: See implementation programs I-8 and III-3.

V-15: Central and Coastal Orange County NCCP/HCP: “Support further implementation of the Central and Coastal Orange County Natural Communities Conservation Program/Habitat Conservation Program by the County of Orange. Participate in any future updates to these Plans.”

2025 Status of Implementation: Aliso Viejo is part of the South Orange County Watershed Management Area. The City entered into a cooperative agreement in 2010 for Regional Water Quality Projects. The City participates in the regional efforts for pollution prevention as part of Laguna Coastal Stream and Aliso Creek Watershed area. The City has also developed a Hot Spot Elimination Program for pollution prevention in response to the Aliso Creek Directive issued by the San Diego Regional Water Quality Control Board in 2003.

In compliance with the Bacteria Total Maximum Daily Loads (TMDLs) adopted in 2010 by the San Diego Regional Water Quality Control Board, the City is currently working with other South Orange County cities on the development of a comprehensive load reduction plan for pollutants in both dry weather urban runoff and stormwater. Compliance with the TMDLs must achieve April 4, 2021 for dry weather and by April 4, 2031 for wet weather load reductions.

Furthermore, Staff implements AVMC Section 15.26.050(E)(1)(a), which reads “environmentally sensitive habitat areas and areas within the CZ designated as ”NCCP (Natural Community Conservation Plan) Habitat Reserve’” in the General Plan Conservation/Open Space Element shall be protected against any significant disruption of habitat values.”

V-16: Air Quality Management Plan: “Work with the South Coast Air Quality Management District (SCAQMD) and the Southern California Association of Governments (SCAG) to implement the Air Quality Management Plan and meet all federal and State air quality standards for pollutants.

Participate in any future amendments and updates to the Plan. Implement and interpret the General Plan in a manner consistent with the Air Quality Management Plan.”

2025 Status of Implementation: The City participated in general Air Quality Management Plan (AQMP) discussions and has determined that it is consistent with the General Plan. Additional goals and policies will be considered during future updates in furtherance of the AQMP.

V-17: Aliso and Wood Canyons Wilderness Park: “Coordinate with the County of Orange to secure permanent access easements and establish additional trailheads to Aliso and Wood Canyons Wilderness Park. Pursue completion of a trail within the Park that connects Aliso Viejo to the beach. Discourage illegal entry into the Park to minimize adverse effects to sensitive areas and vegetation.”

2025 Status of Implementation: Together with the County of Orange, the City discourages public access to the Wilderness Park through residential areas. The City continues working with OC 50 32
Parks, AVCA and the homeowner associations to secure and maintain access to Wilderness Park and maintain a secure gate to prevent unauthorized access.

V-18: Orange County Hazardous Waste Reduction Program: “Encourage residents to participate in the County’s Hazardous Waste Reduction Program. Continue to identify locations where residents can dispose of household hazardous wastes at public counters and on the City’s website.”

2025 Status of Implementation: This program is managed by Orange County Waste & Recycling, which owns and operates two Household Hazardous Waste Disposal facilities nearby in Irvine and San Juan Capistrano. The City provides information and outreach materials to its residents and businesses regarding the program.

V-19: Orange County Fire Authority (OCFA): “Work closely with the Orange County Fire Authority (OCFA) to implement fire hazard education and fire prevention programs, including fuel modification programs and controlled burns. Coordinate with OCFA to ensure that water pressure for urban areas and sites to be developed is adequate for fire-fighting purposes. Coordinate with OCFA to implement the Hazardous Materials Area Plan within Aliso Viejo. Continue to support OCFA’s Swift Water Rescue Teams, which are equipped to respond to flooding crisis situations.”

2025 Status of Implementation: The City maintains a Hazard Mitigation Plan to identify natural and other hazards potentially impacting Aliso Viejo and to reduce the risks and losses of hazard events. It identifies mitigation activities, policies and programs, and mitigation strategies for the future.

V-20: Orange County Sheriff’s Department (OCSD): “Coordinate with the Orange County Sheriff’s Department (OCSD) to increase public awareness about criminal activity and crime prevention activities. Ensure that mutual aid agreements between the Sheriff’s Department and the police departments of surrounding jurisdictions are in place for emergency situations. Coordinate with the Orange County Sheriff’s Department and the California Highway Patrol to enforce the California Vehicle Code pertaining to noise standards for cars, trucks, and motorcycles.”

2025 Status of Implementation: Interagency coordination remains a high priority for the Public Safety Department. This includes collaborating on activities such as:
 Coordinating tours of the police station for Boy Scouts and other groups,  Enforcing vehicle codes,
 Making public safety resources available to residents online, including access to information on crimes in Aliso Viejo,
 Being an active participant of the AlertOC program that communicates emergency information to local residents and businesses,
 Creating safety tips for disseminating to Neighborhood Watch groups in the City; and  Attending community meeting at multi-family complexes.

V-21: Orange County Flood Control District (OCFCD): “Coordinate with the Orange County Flood Control District (OCFCD) to ensure regularly scheduled maintenance of flood control channels and completion of necessary repairs. Coordinate with the OCFCD and water districts regarding any needed improvements to existing above ground water tanks. Work with the District to identify new flood control improvements, and establish installation programs for improvements. In addition, coordinate with the County of Orange Subdivision and Grading Services concerning water quality issues.”
51 33

2025 Status of Implementation: The City of Aliso Viejo and the Orange County Flood Control District operate under the same State NPDES permit for discharges of runoff from the municipal separate storm sewer systems. In compliance with this permit, the OCFCD as principal permittee operates and maintains storm water programs that cover the south Orange County area including the floor control structures within the City.

V-22: Trucking Industry: “Work with trucking industry representatives to orient trucks to major roadways identified as truck routes to avoid traffic and noise impacts on local roadways.

Designate new local truck routes when necessary. Require adequate truck access, parking, and loading within new commercial and industrial projects.”

2025 Status of Implementation: The City continues to consider truck traffic as a component of traffic management. An example of such efforts consisted of discussions between the City and the United States Postal Service regarding routes for postal service vehicles.

Progress of General Plan and Zoning Code Amendments and Major Developments

The following is a discussion of amendments to the General Plan and Zoning Code, and significant development projects in calendar year 2025:

General Plan: In 2025, there was one amendment to the General Plan.

1) On December 3, 2025, the City Council adopted a Resolution 2025-23 which amended the general plan land use designation from Business Park to High Density Residential for the development of a 61-unit residential townhome community located at 95 Argonaut.

Zoning Code Updates: In 2025, one Zoning Code amendment was processed and the first reading for an amendment to the Zoning Map was introduced.

1) On December 3, 2025, the City Council adopted an Ordinance 2025-249 which amended the City’s zoning code to comply with changes in state law related to accessory dwelling units.

2) On December 3, 2025, the City Council introduced for first reading of an ordinance for the zone change from Business Park 2 to High Density Residential District for the development of a 61-unit residential townhome community. On January 21, 2026, the City Council adopted Ordinance 2026-250 for this zone change.

Development Projects: In 2025, there was significant activity on a project of City-wide importance in Aliso Viejo.

1) The Commons at Aliso Viejo Town Center: In 2019, the Lowe’s Home Improvement Store closed its doors, in addition to 51 other stores in the United States and Canada. The property owners approached the City regarding potential redevelopment of the site to include a mix of uses, including retail, residential, office and hotel space. At the behest of the City, the property owner held a weeklong design charrette, in which the community and stakeholders were encouraged to participate. In 2022, City Council approved a Site Development Permit for façade modifications to the former Lowe’s building and adjacent suites, a Development Agreement between the City and the property owners, and a Specific Plan Amendment to allow for the sales and service of non-internal combustion engine vehicles. In 2025, facade upgrades to the 52 34
shopping center were completed and the tenants will include a Tesla automotive dealership, a grocery store, recreation facilities and various restaurants.

2) 95 Argonaut: On December 3, 2025, City Council approved a General Plan Amendment, Zone Change, Mitigated Negative Declaration, Site Development Permit, and Development Agreement to allow the development of a 61-unit residential townhome community.

General Plan Statement of Compliance

The General Plan and its implementation measures are in compliance with state law and guidelines concerning general plans.

Housing Element Annual Progress Report

The GP APR includes the Housing Element (HE) APR, which is a status update on the Housing Element’s progress and implementation in meeting its required share of regional housing needs and local efforts to remove government constraints on housing. The HE APR must:

1. Be prepared through the use of forms and definitions adopted by HCD;

2. Describe the City’s actions towards completion of the programs and status of the City’s compliance with the deadlines in its housing element; and

3. Be considered at an annual public meeting before the City Council where members of the public shall be allowed to provide oral testimony and written comments.

On June 7, 2023, the City adopted its 6th Cycle Housing Element, which was certified by the California Department of Housing and Community Development in 2024. In compliance with the California Government Code section 65400(a)(2)(B), the attached 2025 Housing Element Annual Progress Report (Appendix A) provides a status update as to the implementation and progress of the Sixth Cycle Housing Element.
53 35
Appendix A

Housing and Community Development Department Annual Housing Element Progress Report Forms
54 Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
v_01_30_26
Please Start Here
General Information
2025
Aliso Viejo
Contact Information
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You
will be prompted to pick an old workbook to import
from. Project and program data will be copied exactly
how it was entered in last year's form and must be
updated. If a project is no longer has any reportable
activity, you may delete the project by selecting a cell in the row and typing ctrl + d.

Click here to add rows to a table. If you add too many
rows, you may select a cell in the row you wish to
remove and type ctrl + d.
12 Journey, Suite 100
Aliso Viejo
92656
So
Kim
Director Of Community Development
[email protected]
9494252527
Mailing Address
Annual Progress Report January 2020
55 Optional: This runs a macro which checks to ensure all required fields are filled out. The macro will create two files saved in the same directory this APR file is saved in. One file will be a copy of the APR with highlighted cells which require information. The other file will be list of the problematic cells, along with a description of the nature of the error.

Optional: Save before running. This copies data on Table A2, and creates another workbook with the table split across 4 tabs, each of which can fit onto a single page for easier printing.

Running this macro will remove the comments on the column headers, which contain the instructions. Do not save the APR file after running in order to preserve comments once it is Optional: This macro identifies dates entered that occurred outside of the reporting year.

RHNA credit is only given for building permits issued during the reporting year.

Link to the online system: https://hcd.my.site.com/hcdconnect Toggles formatting that turns cells green/yellow/red based on data validation rules.

Submittal Instructions
Please save your file as Jurisdictionname2025 (no spaces). Example: the City of San Luis Obispo would save their file as SanLuisObispo2025 Housing Element Annual Progress Reports (APRs) forms and tables must be submitted to HCD and the Governor's Office of Planning and Research (OPR) on or before April 1 of each year for the prior calendar year; submit separate reports directly to both HCD and OPR pursuant to Government Code section 65400. There are two options for submitting APRs:

1. Online Annual Progress Reporting System - Please see the link to the online system to the left. This allows you to upload the completed APR form into directly into HCD’s database limiting the risk of errors. If you would like to use the online system, email [email protected]
and HCD will send you
the login information for your jurisdiction. Please note: Using the online system only provides the information to HCD. The APR must still be submitted to OPR. Their email address is [email protected].

2. Email - If you prefer to submit via email, you can complete the excel Annual Progress Report forms and submit to HCD at [email protected] and
to OPR at [email protected]. Please send the Excel workbook, not a scanned or PDF copy of the tables.
56 Jurisdiction Aliso Viejo
Reporting Year 2025
Housing Element Planning Period 6th Cycle
Current Year
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
2 2
Units by Structure Type Entitled Permitted Completed
Single-family Attached 61 0 0
Single-family Detached 0 0 0
2 to 4 units per structure 0 0 0
5+ units per structure 0 0 0
Accessory Dwelling Unit 1 2 1
Mobile/Manufactured Home 0 0 0
Total 62 2 1
Infill Housing Developments and Infill Units Permitted # of Projects Units 2 2
0 0
Total Units
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
(Jan. 1 - Dec. 31)
10/15/2021 - 10/15/2029
Very Low
Low
Moderate
Acutely Low
Extremely Low
57 1
61 0
0 0
0 Income Rental Ownership Total
Acutely Low 0 0 0
Extremely Low 0 0 0
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 0 0
AB 2011 (2022) 0 0
SB 6 (2022) 0 0
SB 423 (2023) 0 0
Ministerial and Discretionary Applications # of Units
Ministerial 0 0
Discretionary 1 61
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 1 Number of Units in Applications Submitted Requesting a Density Bonus 61 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 3 0
Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Housing Applications Summary
Use of SB 423 Streamlining Provisions - Applications
Number of SB 423 Streamlining Applications
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 423 Streamlining Permits
Number of SB 423 Streamlining Applications Approved
58 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Historic Sites
2 3 4 6 7 8 9 10
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Acutely Low-
Income Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low-Income
Deed
Restricted
Extremely
Low-Income
Non Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income
Non Deed
Restricted
Above
Moderate-
Income
Total

PROPOSED
Units by
Project
Total

APPROVED
Units by
project
Total
D

ISAPPROVE
D Units by
Project
Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.

Is this project
located on a
site with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
Table L?
Did the
housing
development
application
seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Summary Row: Start Data Entry Below 0 0 0 0 0 0 3 0 0 58 0 61 0 0 623-091-01 95 Argonaut SDP-2024-
00001
SFA O
10/20/2025
3 58 61 NONE No Yes
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
Table A
Cells in grey contain auto-calculation formulas
51 Project Identifier Unit Types Density Bo
Applica
11 Housing Development Applications Submitted
Proposed Units - Affordability by Household Incomes
59 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Reporting
Year 2025
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 10/15/2021 10/15/2029
Table A2
Streamlining Historic Sites Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Res triction
Notes
2 3 5 6 8 9 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street
Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(SFA,SFD,2
to
4,5+,ADU,MH
)
Tenure
R=Renter
O=Owner
Acutely Low-
Income
Deed
Restricted
Acutely Low-
Income Non
Deed
Restricted
Extremely
Low- Income
Deed
Restricted
Extremely
Low- Income
Non Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-
Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Entitlement
Date
Approved
# of Units
issued
Entitlements
Acutely
Low-
Income
Deed
Restricted
Acutely
Low-
Income
Non Deed
Restricted
Extremely
Low-
Income
Deed
Restricted
Extremely
Low-
Income
Non Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-
Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Building
Permits Date
Issued
# of Units Issued
Building Permits
Acutely
Low-
Income
Deed
Restricted
Acutely
Low-
Income Non
Deed
Restricted
Extremely
Low-
Income
Deed
Restricted
Extremely
Low-
Income Non
Deed
Restricted
Very Low-
Income
Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low-
Income
Deed
Restricted
Low-
Income
Non Deed
Restricted
Moderate-
Income
Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Certificates of
Occupancy or
other forms of
readiness
(see instructions)
Date Issued
# of Units
issued
Certificates
of
Occupancy
or other
forms of
readiness
Please select
the state
streamlining
provision the
project was

APPROVED
pursuant to.
(may select
multiple)
Is this project
located on a site
with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
Table L?
Infill Units?
Y/N+
Assistance
Programs for Each
Development
(may select
multiple - see
instructions)
Deed Restriction
Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined the
units were affordable
(see instructions)
Term of Affordability
or Deed Restriction
(years) (if affordable
in perpetuity enter
1000)+
Number of
Demolished/Destro
yed Units
Demolished
or Destroyed
Units
Demolished/
Destroyed
Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum Allowable
Residential G ross F loor
Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications Given
to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking Waivers
or Parking
Modifications)
Did the project
receive a reduction
or waiver of parking
standards? (Y/N)
Notes+
Summary Row : Start Data Entry Below 0 0 0 0 0 0 3 0 0 0 59 62 0 0 0 0 0 0 0 0 0 0 2 2 0 0 0 0 0 0 0 0 0 1 0 1 0 623-642-61 25 ALISAL DRP-2024-00004 ADU O 1 2/5/2025 1 1 5/19/2025 1 0 NONE No Y 623-301-47 43 SOLITAIRE DRP-2023-00004 ADU O 0 1 6/19/2025 1 0 NONE No Y 623-174-09 2 FIRECREST BLDR-2024-00140 ADU O
0 0 1 6/19/2025 1 NONE No Y
The junior acces s ory dwelling
unit was determined to be
affordable bas ed on its s maller
s ize (480 s qft), res ulting in a
lower rent per s quare foot
compared to larger rental units
JADU
623-091-01 95 ARGONAUT SDP-2024-00001 SFA O 3 58 12/3/2025 61 0 0 NONE No Y DB
1 Development
Standards
Modification
Yes
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
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0 0 0
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0 0 0
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0 0 0
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0 0 0
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0 0 0
0 0 0
0 0 0
0 0 0
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0 0 0
0 0 0
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0 0 0
0 0 0
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0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Demolished/Destroyed UnitsProject Identifier Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
60 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 10/15/2021 - 10/15/2029
1 Projection
Period 3 4
RHNA Allocation
by Income Level
Projection
Period -
06/30/2021-
10/14/2021
2021 2022 2023 2024 2025 2026 2027 2028 2029
Total Units to
Date (all
years)
Total Remaining
RHNA by
Income Level
Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - 1 - - - - - Above Moderate 386 - - - - - 2 - - - - 2 384 1,195
- - - - 1 2 - - - - 3 1,192 Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].

Acutely Low - - *For years prior to 2025, data on deed-restricted vs. non-deed restricted Extremely Low-Income units is approximated from whether the projects reported any deed-restricted Very Low-Income Units. If you wish to edit this historical data for accuracy or have any questions about the data, you may login to HCD's online APR system, or contact HCD staff at [email protected].

Total Units
*For jurisdictions that received RHNA determinations for the current cycle prior to the passage of AB 3093 (September 19, 2024):
- You were not allocated Acutely Low-Income and Extremely Low-Income RHNA targets, therefore the allocations in Field 1 are listed as "0" - If you wish to set your own targets in these income categories for informational purposes, contact HCD staff at [email protected]. - All Acutely Low-Income and Extremely Low-Income units reported during the cycle are counted towards Very-Low Income RHNA progress 204
Total RHNA
-
214 Low
*For years prior to 2025, Acutely Low-Income units are reported within the Extremely Low-Income category Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.

Extremely Low -
1 Moderate
390
214
205
-
-
Income Level
Very Low
- -
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.

Please contact HCD if your data is different than the material supplied here 2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
390
61 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Date of
Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of
Rezone
Very Low-
Income Low-Income Moderate-
Income
Above
Moderate-
Income
Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning
Minimum
Density
Allowed
Maximum
Density
Allowed
Realistic
Capacity Vacant/Nonvacant Description of
Existing Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
83 Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
62 Jurisdiction Aliso Viejo
Reporting Year 2025 (Jan. 1 - Dec. 31)
1 2 3 4 5 6 7 8 9
Name of Program Objective
Projected Completion
Date in Housing
Element
Applicable Cycle Status of Program
Implementation
Program
Implementation
Details
Quantified Outcomes:

Category
Quantified Outcomes:

Count Supporting Documents
Adequate Sites for New
Housing and Monitoring of
No Net Loss
1) Rezone sites idenifited in Housing
Element
2) Contact Freedom Lane property owner
to help expediate a lot merger to
consolidate the four lots
3) Permit owner-occupied and rental
multifamily uses by-right with 20% or more
affordable to lower-income
4) Monitor compliance with SB 166 and
develop a procedure to track unit count and
income/afforablilty on parcels in the site
inventory, actual units constructed, net
change in capacity and summary of
remaining capacity in meeting remaining
RHNA
5) Report annually to HCD on program in
implementing this program
1) 12/31/2024
2) 12/31/2024
3) 12/31/2024
4) 12/31/2024 and annually
thereafter
5) Annually
6th Cycle Continuous
1) City Council adopted
Ordinance 2024-238 to
rezone the identified sites on
4/17/2024
2) Ongoing
3) Ongoing
4) Ongoing
5) Ongoing

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.

Table D
Program Implementation Status pursuant to GC Section 65583 63 Facilitate the Provision of
Affordable Housing
1) Process a code amendment concurrent
with adoption of Housing Element to
update the City's density bonus regulations
in conformance with current State law
2) Annually update website information and
contact non-profit organizations and
affordable housing developers via written
correspondence to explore opportunities for
affordable housing
3) Annually explore various sources of
funding opportunities, including those
available for low income households
4) Apply for or support applications for
affordable housing funds for projects or
programs that are consistent with the goals
and objectives within this Housing Element
1) December 2028
2) Annually
3) Annually
4) Throughout the planning
period
6th Cycle Continuous
1) Ongoing
2) Ongoing
3) Ongoing
4) Ongoing
Homeownership Assistance
Programs
Provide MAP, MCC, and CHDAP program
information on the City's housing web page
Throughout the planning
period
6th Cycle Continuous
As homebuyer assistance
information becomes
available from the County of
Orange or non-profit
agencies, staff does and will
continue to make available
the information on the City's
website and at the public
counter. Additionally, when
one of the 58 affordable,
owner-occupied units
become available, an
interest list of potential
buyers is provided to the
seller.

Section 8 Housing Choice
Vouchers
Annually promote the use of Housing
Choice Vouchers by providing informational
material to rental property managers and to
the community through various
communication outlets including print and
social media
Throughout the planning
period
6th Cycle Continuous
The City has and will
continue to make referrals to
the Orange County Housing
Authority regarding Section
8 Housing Choice Vouchers.

Persons
4 https://www.avcity.org/209/Housing-
Information-Programs
OCHA Special Needs
Groups Rental Assistance
Program
Continue to assist OCHA in promoting its
Special Needs Groups Rental Assistance
Programs in Aliso Viejo with the objective
of expanding assistance to additional
households with special needs.

Specifically, the City will make referrals to
OCHA, advertise the program on City
website and newsletters, and distribute
information at the public counter at City
Hall.

Throughout the planning
period
6th Cycle Continuous
The City has no ability to
determine funding levels or
the number of persons
served by these programs,
but will continue to promote
these assistance programs
on the City website and
other locations.

Persons
2 https://www.avcity.org/209/Housing-
Information-Programs
64 City Grants for Special
Needs Group
To continue to support and provide grant
funding to a variety of local non-profit
service based organizations to serve the
community’s needs.

Throughout the planning
period
6th Cycle Continuous
The City provided Human
and Social Services
community assistance grant
to various non-profit
agencies for homeless
prevention programs,
programs for the disabled,
and domestic violence
support programs in 2025.

Other 4
The City provides grant funding to four non-
profit agencies which provide homeless and
domestic violence support programs.

Code Enforcement One annual educational campaign about
maintenance requirements on social media
by December 31 of each year, and a
minimum of one referral annually to
programs that provide financial assistance
for rehabilitation.

Throughout the planning
period
6th Cycle Continuous
Ongoing
Conservation of Existing and
Future Affordable Units
To maintain existing and future affordable
units and prevent them from converting to
market- rate units.

Throughout the planning
period
6th Cycle Continuous
Planning staff has and will
continue to monitor the
affordable units. In 2025, the
City did not receive any
notices for potential
conversions.

Streamlined Residential
Permit Processing
Minimize permit processing time with a goal
of processing complete applications within
60 days for Director Approval and 90 days
for City Council approval to reduce
development costs for affordable housing.

Throughout the planning
period
6th Cycle Continuous
Planning staff continues to
work diligently with
applicants to minimize
permit processing time for
proposed housing
developments. Additionally,
with the implementation of a
new land management
software system in 2022,
processing times for
entitlement and building
applications has been
reduced.

Housing for Persons with
Special Needs
Facilitate the provision of
transitional/supportive housing, emergency
shelters, low barrier navigation centers,
residential care facilities and agricultural
employee housing consisent with State law.

Throughout the planning
period
6th Cycle Continuous
The City has and will
continue to make referrals to
the Orange County Housing
Authority regarding Special
Needs Group Rental
Assistance.

Households 3
65 Accessory Dwelling Units 8 ADUs during the planning period Throughout the planning period
6th Cycle Continuous
The City will continue to
monitor changes to State
ADU law and update
regulations as necessary to
ensure ongoing
conformance. The City will
continue to encourage ADU
production through targeted
public information and
identification of a designated
planner to provide
assistance to ADU
applicants. On December 3,
2025, the City Council
adopted an Ordinance 2025-
249 which updated the City’s
ADU & JADU regulations to
comply with state laws. As of
2025, one JADU has
passed its final building
inspection and two ADUs
were issued building
permits.

Units 3
Affirmatively Furthering Fair
Housing
1) Inform residents and owners on fair
housing issues and assist in getting their
housing concerns and issues addressed by
the appropriate agencies over the eight
year planning period.
2) Continue to support fair housing services
in Aliso Viejo by advertising fair housing
services on the City website and at the
public counter at City Hall, library, post
office, and other community locations.
3) Continue to implement administrative
procedures set forth in Municipal Code
Chapter 15.66 to ensure reasonable
accommodation in housing for persons with
disabilities.
4) Continue to implement actions to
affirmatively further fair housing as
described in the 2020-2024 Orange County
Analysis of Impediments to Fair Housing
Choice.

Throughout the planning
period
6th Cycle Continuous
Through the Fair Housing
Foundation, the City
continues to conduct
landlord education
campaigns to educate
property owners about State
law prohibiting discrimination
based on household
income. City staff continues
to attend quarterly 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.

Encourage Energy
Conservation
Provide energy conservation education to
residents with a goal of five solar panels
installations a year.

Throughout the planning
period 6th Cycle Continuous
Ongoing
Other 191
66 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Reporting
Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning 6th Cycle 10/15/2021 - 10/15/2029
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of
Commercial
Development Bonus
Commercial Development Bonus Date
Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020
67 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
The description should adequately document
how each unit complies with subsection (c) of
Government Code Section 65583.1+.

For detailed reporting requirements, see the
chcklist here:

Extremely Low-
Income+
Very Low-
Income+ Low-Income+ TOTAL UNITS+
Extremely Low-
Income+
Very Low-
Income+ Low-Income+
TOTAL
UNITS+
https://www.hcd.ca.gov/community-
development/docs/adequate-sites-checklist.pdf
Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.

Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.

Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
68 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an
optional field
Reporting
Period 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Notes
2 3 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(2 to 4,5+)
Tenure
R=Renter
Very Low-
Income Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Total Moderate Income
Units Converted from
Above Moderate
Date
Converted Notes
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA
69 Jurisdiction Aliso Viejo
Reporting
Period 2025
(Jan. 1 - Dec.
31)
Period 6th Cycle 10/15/2021 - 10/15/2029 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Realistic
Capacity
Identified in the
Housing
Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting
70 Jurisdiction Aliso Viejo Note: "+" indicates an optional field Reporting
Period 2025
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
NOTE: This table must contain an inventory
of ALL surplus/excess lands the reporting
jurisdiction owns
Summary Row: Start Data Entry Below
Parcel Identifier

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
71 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Reporting
Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Project Type Date
2 3
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Summary Row: Start Data Entry Below
Note:

Cells in gre
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Se Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS
ONLY. This table only needs to be completed if there
were student housing projects WITH a density bonus
approved pursuant to Government Code65915(b)(1)(F)
Annual Progress Report January 2020
72 Jurisdiction Aliso Viejo ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2025 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 10/15/2021 - 10/15/2029
No
Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage containing authorizing local ordinance and supporting materials.

Notes
Table K
Tenant Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational. 73 Jurisdiction Aliso Viejo Note: "+" indicates an optional field Reporting
Period 2025
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Size Notes
3 4
APN Street Address/Intersection Date of
Designation
Designation
Level
Historic Site
Period
Areas of
Significance
Parcel Size (in
acres) Notes
Summary Row:

Historical Resources
Parcel Identifier
1 Designation
2 NOTE: This table needs to be completed with any sites within your jurisdiction that were newly added to a National, State, or Local register of historic places within the reporting year. If none, leave blank.

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table L
74 Jurisdiction Aliso Viejo
Reporting Year 2025 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.

Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 3
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
59 62
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
2 2
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 1
0 1
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Acutely Low
Extremely Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
Acutely Low
Extremely Low
Acutely Low
Extremely Low

ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable. -$
Task Status
75 City of Aliso Viejo

AGENDA ITEM

DATE: March 18, 2026

TO: Mayor and City Council

FROM: Ann Eifert, Interim City Manager/Director of Financial Services

SUBJECT: FISCAL YEAR 2025-26 FINANCIAL UPDATE
_____________________________________________________________________

Recommended Actions:

1. Receive and file the fiscal year (FY) 2025-26 financial update; and

2. Authorize the Finance Director to amend the FY 2025-26 Budget.

Fiscal Impact:

The proposed FY 2025-26 Mid-Year Budget includes significant adjustments to General Fund resources and expenses. General Fund revenue is estimated at $29.9 million, and appropriations are projected at $29.1 million. These adjustments will result in a year-end estimated surplus of approximately $0.7 million.

In addition to the General Fund, the City uses “Special Revenue Funds” to fund various City expenditures. Special Revenue Funds are typically restricte d funds, such as Gas Tax, SB 1, Measure M, Federal Grants, and Other Grants. These funds can only be used for specific purposes. Amended r evenue and appropriations for all Special Revenue Funds for FY 2025-26 are approximately $10.0 million and $13.4 million, respectively.

Background:

On June 4, 2025, the City Council reviewed and approved the FY 2025-26 budget. The General Fund budget estimated $ 26.8 million in General Fund resources and $27.8 million in appropriations, which included capital improvement projects and transfers out, resulting in a net decrease to the General Fund of $ 1.0 million. Below is a summary of the adopted General Fund budget.
76 Discussion:

General Fund Revenues

Overall General Fund revenues are expected to be higher than original budget estimates by $3. 0 million, prim arily from strong sales tax results. Resources from p roperty tax, transient occupancy tax (TOT), and recreation remain steady and trending within budget estimates. Table 1 summarizes year-to-date revenue and provides new estimates based on current data and economic conditions.

Table 1: General Fund Resources

FY 2024-25 FY 2025-26 FY 2024-25 FY 2025-26 FY 2025-26 Change From Actuals Adopted Year-to-Date Year-to-Date Amended Adopted Budget 1/31/2025 1/31/2026 Budget Budget
Property T ax1 10,287,203$ 10,319,100$ 5,395,156$ 5,526,716$ 10,319,100$ -$ S ales T ax2 11,154,921 8,520,000 4,057,610 5,173,814 11,220,000 2,700,000 T OT3 1,699,738 1,600,000 656,677 727,410 1,600,000 - Franchise Fees4 1,738,860 1,636,000 104,219 93,930 1,636,000 - R ecreation 1,525,242 1,560,000 519,025 554,727 1,560,000 - Building & Planning 1,353,812 1,085,000 791,597 722,062 1,335,000 250,000 Fines & Forfeitures 293,289 210,000 118,254 126,217 255,000 45,000 Investment E arnings5 2,138,091 850,000 677,567 785,128 1,100,000 250,000 Other / T ransfers 1,870,143 1,061,485 347,252 171,197 845,000 (216,485) T otal 32,061,299$ 26,841,585$ 12,667,357$ 13,881,201$ 29,870,100$ 3,028,515$ 1 Majority of property tax revenue is received in December, January, April, and May 2 Sales Tax received though November 2025
3 TOT is received October, January, April, and July
4 Electric, gas, and solid waste fees are received in April. Cable franchise fees are received quarterly. 5 Does not include market adjustments
General Fund Resources
Resources 26,841,585$
Appropriations (26,795,663)
Operating Surplus (Deficit) 45,922$
Estimated Year-End 45,922$
Capital Improvement 1,001,000
Use of Reserves (1,001,000)
Estimated Beginning Fund Balance 39,109,079$
Estimated Year-End Fund Balance 38,154,001$
Estimated Change in Fund Balance (955,078)$
% Change in Fund Balance -2.4%
FY 2025-26 General Fund
Proposed Budget
77 Revenue adjustments for the fiscal year include the following:

 Sales tax revenue projections are being revised upward by $2.7 million to $11.2 million. The increase is primarily a result of growth at EFuel , LLC, which is expected to provide an additional $1.9 million in sales tax (additional sales tax subsidy will be discussed later) compared to original budget estimates.

Furthermore, the increase in overall sales tax for the City has resulted in a higher allocation from the County Pool.

 Building and permit revenue is being adjusted upward by approximately $0.3 million. Although year-to-date revenue is slightly lower compared to the same period a year ago, additional fees are expected to be received in the second half of the fiscal year from various developments.

 Investment earnings are also being adjusted higher by $0.3 million due to strong results from the City’s portfolio from h igher cash balances resulting from fiscal 2024-25 year-end net change in fund balance of approximately $6.0 million.

 Other resources, which include City Hall lease payments , transfers, and other miscellaneous income, are revised to total $0.8 million, a decrease from the budget estimate of $1.1 million. Net income at the Aliso Viejo Center is estimated to decrease by $0.3 million due to lower-than-expected event bookings. The lower income is offset by an increase in rental income of $0.1 million from the renewal of RedNight’s lease agreement at City Hall.

General Fund Expenditures

The FY 2025-26 expenditure budget is currently within budget estimates. Table 2 below provides a summary of the year-to-date expenditures as of January 31, 2026.

Table 2: General Fund Expenditures

General Fund
Expenditures
FY 2025-26
Adopted
Budget
YTD
Expenditures
1/31/25
YTD
Expenditures
1/31/2026
Remaining
Budget % Remaining
Admin & Support 4,819,209$ 2,563,553$ 2,546,258$ 2,272,951$ 47% Community Services 3,094,207 1,496,316 1,471,760 1,622,447 52% Community & Econ Dev. 3,903,498 1,086,766 1,675,414 2,228,084 57% Public Works 2,022,627 1,000,614 994,165 1,028,462 51% Public Safety 11,794,417 6,676,216 7,049,405 4,745,012 40% City Hall 283,305 108,235 100,692 182,613 64% Debt Service 657,450 457,324 462,377 195,073 30% Transfers 220,950 - - 220,950 100% Total Operating 26,795,663$ 13,389,024$ 14,300,072$ 12,495,591$ 47% Capital Improvement 1,001,000 105,293 402,873 598,127 60% Total General Fund 27,796,663$ 13,494,317$ 14,702,945$ 13,093,718$ 47% 78 The amended budget is being adjusted from $27.8 million to $29.1 million, an increase of $1.3 million. The budget increase is needed primarily to account for additional sales tax subsidy payments required as a result of higher sales tax from EFuel. Table 3 summarizes the FY 2025-26 Amended Budget.

Table 3: General Fund Amended Budget

General Fund appropriations include the following budget adjustments:

 Increase to Community and Economic Development in the amount of $1.5 million is necessary to account for the increase in sales tax subsid y payments to EFuel per the sales -tax sharing agreement , as w ell as $0.1 million for increases to building services contract costs, and $40,400 for the fee study approved by Council in January 2026.

 Approximately $25,000 in funding for activities related to the City’s 25th Anniversary is being proposed. S avings of approximately $0.1 million from a vacant full-time position will offset the additional cost, resulting in a net decrease of $73,000 in the Recreation and Community Services Department.

 The law enforcement contract with the Orange County Sherif f’s Department (OCSD) continues to have one budgeted vacant Community Service Officer position. Overall public safety is projected to be under budget by approximately $0.1 million.

 An i ncrease in transfers -out in the amount of $ 63,500 is needed to bridge the operating gap at the Aquatic Center due to the loss of revenue from Glenwood HOA and the partial closure of the Center for the pool deck replacement project.

General Fund
Appropriations
FY 2024-25
Actuals
FY 2025-26
Adopted
Budget
Mid-Year
Adjustments
FY 2025-26
A mended
B udg et
Admin & Support 4,235,385$ 4,819,209$ 4,819,209$ Community Services 2,744,808 3,094,207 (73,000) 3,021,207 Comm & Econ Dev 4,785,189 3,903,498 1,470,400 5,373,898 Public Works 1,668,271 2,022,627 2,022,627
Public Safety 10,462,135 11,794,417 (125,000) 11,669,417 City Hall 195,732 283,305 283,305
Debt Service 655,369 657,450 657,450
Transfers/Other 529,414 220,950 63,500 284,450 Total Operating 25,276,303$ 26,795,663$ 1,335,900$ 28,131,563$ Capital Improvement 224,521 1,001,000 1,001,000 Total General Fund 25,500,824$ 27,796,663$ 1,335,900$ 29,132,563$ 79 Capital Improvement Adjustments

 The FY 2025-26 Pool Deck project was under budget by approximately $ 80,000.

The remaining funds are being requested to include a splash pad project at a cost of approximately $30,000.

Special Revenue Funds

Other necessary budget adjustments in the following Special Revenue Funds are proposed as follows:

 Integrated Waste Management Fund – Additional budget appropriation s in the amount of $24,000 in grant funds are being added for recycling projects.

 Information Technology Fund – To comply with ADA requirements, it is proposed that $25,000 be added to the budget for the implementation of electronic voting capabilities.

 Development Agreement/Impact – An estimated $1.2 million in revenue is estimated from the 95 Argonaut housing p roject. Of this amount, $0.8 million is restricted park-in-lieu fees.

 AV Center – Revenue and expenditures are being adjusted downward to $2.6 million and $2.2 million, respectively. This results in a transfer -out of $0.4 million to the General Fund.

 Aquatic Center - Revenue and expenditures are being adjusted downward to $0.8 million and $1.1 million, respectively. This results in a transfer -in of $0.3 million from the General Fund.

Table 4 summarizes the adjustments proposed to the City’s Special Revenue Funds.

80 Table 4: Special Revenue Funds

‘

Summary

The proposed FY 2025-26 Mid-Year Budget includes significant adjustments to General Fund resources and appropriations. General Fund revenue is estimated at $29.9 million, and appropriations projected at $29.1 million. These adjustments will result in a year-end estimated surplus of approximately $0.7 million. A summary is provided below.

Adopted Amended
Resources 26,841,585$ 29,870,100$
Appropriations (26,795,663) (28,131,563)
Operating Surplus (Deficit) 45,922$ 1,738,537$ Capital Improvement (1,001,000) (1,001,000) Estimated Year-End (955,078)$ 737,537$
Estimated Beginning Balance 39,109,079$ 44,442,236$ Estimated Year-End Balance 38,154,001$ 45,179,773$ Estimated Change in Fund Balance (955,078)$ 737,537$ % Change in Fund Balance -2.4% 1.7%
FY 2025-26 General Fund Budget
Fund
FY 2025-26
Revenue
Adopted
FY 2025-26
Revenue
Amended
FY 2025-26
Appropriations
Adopted
FY 2025-26
Appropriations
Amended
Traffic Congestion Relief 1,900$ 1,900$ -$ -$ Gas Tax 1,459,500 1,459,500 1,374,700 1,395,270 Measure M 1,056,000 1,056,000 2,315,984 2,315,984 SB1 1,386,500 1,386,500 3,180,000 3,180,000 Public Safety Grants 209,000 209,000 186,677 186,677 AQMD 88,000 88,000 1,300,000 1,300,000 Integrated Waste Mgmt 17,000 17,000 156,000 167,000 Other Grants 365,620 365,620 365,620 365,620 Technology Grant 75,800 75,800 105,200 130,200 Development Impact - 1,038,652 - - Federal Grants 630,848 630,848 630,848 630,848 AV Center1
3,315,078 2,630,000 3,315,078 2,630,000 Aquatic Center2 1,183,950 1,064,450 1,183,950 1,064,450 Total 9,789,196$ 10,023,270$ 14,114,057$ 13,366,049$ 1 AVC expenditures includes transfer to the General Fund in the amount of $418,900 2 Aquatic Center revenue includes transfers out to the General Fund in the amount of $284,450 81 Staff will continue to analyze revenue and expenditure trends and provide updates to Council as necessary.

Attachment:

1. FY 2025-26 Financial Update Presentation

82 FY 2025-26
Financial Update
City Council
March 18, 2026
83 FY 2025-26 Adopted Budget
FY 2025-26 Budget Summary Budget Adoption
• Operating Surplus - $45,922
• Anticipated $1.0M - Reserves for CIP
• No New Revenue Sources
• Budget Reductions - $0.7M
• Freezing of Motor Officer Position
• Full-Time EOC to Part-Time
• Recreation/Special Events
• Professional Services
2 84
General Fund Resources
3 FY 2024-25 FY 2025-26 FY 2024-25 FY 2025-26 YOY Variance Actuals Adopted Year-to-Date Year-to-Date Increas e/
Budget 1/31/2025 1/31/2026 (Decreas e)
Property Tax 1 10,287,203$ 10,319,100$ 5,395,156$ 5,526,716$ 131,560$ Sales Tax 2 11,154,921 8,520,000 4,057,610 5,173,814 1,116,204 TOT3 1,699,738 1,600,000 656,677 727,410 70,732 Franchise Fees 4 1,738,860 1,636,000 104,219 93,930 (10,289) Recreation 1,525,242 1,560,000 519,025 554,727 35,702 Building & Planning 1,353,812 1,085,000 791,597 722,062 (69,534) Fines & Forfeitures 293,289 210,000 118,254 126,217 7,963 Investment Earnings 5 2,138,091 850,000 677,567 785,128 107,561 Other / Transfers 1,870,143 1,061,485 347,252 171,197 (176,056) Total 32,061,299$ 26,841,585$ 12,667,357$ 13,881,201$ 1,213,844$ 1 Majority of property tax revenue is received in Decem ber, January, April, and May 2 Sales Tax received though Novem ber 2025
3 TOT is received October, January, April, and July
4 Electric, gas, and solid waste fees are received in April. Cable franchise fees are received quarterly. 5 Does not include m arket adjustm ents
General Fund Resources
85 General Fund Resources
Mid-Year Adjustments
• Sales Tax
• EFuel, LLC
• County Pool
• Building & Planning
• 95 Argonaut
• Fines & Forfeitures
• Investment Earnings
• Other/Transfers
• Lease Renewal
• AV Center
4 FY 2024-25 FY 2025-26 FY 2025-26 Change From
Actuals Adopted Amended Adopted
Budget Budget Budget
Property Tax 1 10,287,203$ 10,319,100$ 10,319,100$ -$ Sales Tax 2 11,154,921 8,520,000 11,220,000 2,700,000 TOT3 1,699,738 1,600,000 1,600,000 -
Franchise Fees 4 1,738,860 1,636,000 1,636,000 - Recreation 1,525,242 1,560,000 1,560,000 - Building & Planning 1,353,812 1,085,000 1,335,000 250,000 Fines & Forfeitures 293,289 210,000 255,000 45,000 Investment Earnings 5 2,138,091 850,000 1,100,000 250,000 Other / Transfers 1,870,143 1,061,485 845,000 (216,485) Total 32,061,299$ 26,841,585$ 29,870,100$ 3,028,515$ 1 Majority of property tax revenue is received in Decem ber, January, April, and May 2 Sales Tax received though Novem ber 2025
3 TOT is received October, January, April, and July
4 Electric, gas, and solid waste fees are received in April. Cable franchise fees are received quarterly. 5 Does not include m arket adjustm ents
General Fund Resources
86 General Fund Expenditures
5 General Fund
Expenditures
FY 2025-26
Adopted
Budget
YTD
Expenditures
1/31/25
YTD
Expenditures
1/31/26
Remaining
Budget % Remaining
Admin & Support 4,819,209$ 2,563,553$ 2,546,258$ 2,272,951$ 47% Community Services 3,094,207 1,496,316 1,471,760 1,622,447 52% Community & Econ Dev. 3,903,498 1,086,766 1,675,414 2,228,084 57% Public Works 2,022,627 1,000,614 994,165 1,028,462 51% Public Safety 11,794,417 6,676,216 7,049,405 4,745,012 40% City Hall 283,305 108,235 100,692 182,613 64% Debt Service 657,450 457,324 462,377 195,073 30% Transfers 220,950 - - 220,950 100% Total Operating 26,795,663$ 13,389,024$ 14,300,072$ 12,495,591$ 47% Capital Improvement 1,001,000 105,293 402,873 598,127 60% Total General Fund 27,796,663$ 13,494,317$ 14,702,945$ 13,093,718$ 47% 87 General Fund Expenditures
Mid-Year Adjustments
• Council Approved Appropriations
• $40,400 – Fee Study
• $50,000 – OCSD Furniture
• Additional Mid-Year Adjustments
• Subsidy Payments
• Building & Planning
• Comm Serv. – 25th Anniversary
• Public Safety CSO Vacancy
• Transfers – AQC
• CIP – Splash Pad
6 General Fund
Appropriations
FY 2024-25
Actuals
FY 2025-26
Adopted
Budget
Mid-Year
Adjustments
FY 2025-26
Amended
Budget
Admin & Support 4,235,385$ 4,819,209$ 4,819,209$ Community Services 2,744,808 3,094,207 (73,000) 3,021,207 Comm & Econ Dev 4,785,189 3,903,498 1,470,400 5,373,898 Public Works 1,668,271 2,022,627 2,022,627
Public Safety 10,462,135 11,794,417 (125,000) 11,669,417 City Hall 195,732 283,305 283,305
Debt Service 655,369 657,450 657,450
Transfers/Other 529,414 220,950 63,500 284,450 Total Operating 25,276,303$ 26,795,663$ 1,335,900$ 28,131,563$ Capital Improvement 224,521 1,001,000 1,001,000 Total General Fund 25,500,824$ 27,796,663$ 1,335,900$ 29,132,563$ 88 General Fund Summary
7 Adopted Amended
Resources 26,841,585$ 29,870,100$
Appropriations (26,795,663) (28,131,563)
Operating Surplus (Deficit) 45,922$ 1,738,537$ Capital Improvement (1,001,000) (1,001,000) Estimated Year-End (955,078)$ 737,537$
Estimated Beginning Balance 39,109,079$ 44,442,236$ Estimated Year-End Balance 38,154,001$ 45,179,773$ Estimated Change in Fund Balance (955,078)$ 737,537$ % Change in Fund Balance -2.4% 1.7%
FY 2025-26 General Fund Budget
89 Moving Forward…
What to Watch…
• Slowing Economic Growth
• Sales Tax Volatility
• Subsidy Agreements Net Income
• EFuel - $1.1 million
• Hunt & Sons - $0.8 million
• Tariffs/Inflation
• Gas Prices
• Assessment Appeals
890
Special Revenues
FY 2025-26 Amended Budget Additional Mid-Year Adjustments • Gas Tax - $20,570 (Approved 1/21/26)
• Integrated Waste Management Board
• Beverage Container Grant - $24,000
• Technology Grant - $25,000
• AV Center
• Net Income $418,900
• Aquatic Center
• Operating Gap $284,450
• Development Agreement/Impact Rev.
• Fiscal - $213,850
• Park in-lieu - $824,802
9 Fund
FY 2025-26
Revenue
Adopted
FY 2025-26
Revenue
Amended
FY 2025-26
Appropriations
Adopted
FY 2025-26
Appropriations
Amended
Traffic Congestion Relief 1,900$ 1,900$ -$ -$ Gas Tax 1,459,500 1,459,500 1,374,700 1,395,270 Measure M 1,056,000 1,056,000 2,315,984 2,315,984 SB1 1,386,500 1,386,500 3,180,000 3,180,000 Public Safety Grants 209,000 209,000 186,677 186,677 AQMD 88,000 88,000 1,300,000 1,300,000 Integrated Waste Mgmt 17,000 17,000 156,000 180,000 Other Grants 365,620 365,620 365,620 365,620 Technology Grant 75,800 75,800 105,200 130,200 Development Impact - 1,038,652 - - Federal Grants 630,848 630,848 630,848 630,848 AV Center1
3,315,078 2,630,000 3,315,078 2,630,000 Aquatic Center2 1,183,950 1,064,450 1,183,950 1,064,450 Total 9,789,196$ 10,023,270$ 14,114,057$ 13,379,049$ 91 FY 2026-27 Budget Calendar
10 Tentative Date Activity
April 15, 2026 1st Draft Budget – Study Session
OCSD Presentation
May 20, 2026 Proposed Budget
June 3 or June 17, 2026 Adopted Budget
92 Recommended Actions
11 1. Receive and file the fiscal year (FY) 2025-26 financial update; and

2. Authorize the Finance Director to amend the FY 2025-26 Budget. 93 Questions?
1294