AGENDA
ALISO VIEJO CITY COUNCIL
REGULAR MEETING
WEDNESDAY, OCTOBER 7, 2026
7:00 PM
CITY HALL
COUNCIL CHAMBERS
12 JOURNEY, ALISO VIEJO, CA
Mayor Max Duncan
Mayor Pro Tem Mike Munzing
Councilmember Tiffany Ackley
Councilmember Tim Zandbergen
Councilmember Garrett Dwyer
WELCOME to the City of Aliso Viejo City Council meeting. Persons wishing to address the City Council may submit a Request to Address City Council form to the City Clerk prior to the item being heard. Public comments are limited to three (3) minutes per speaker. Members of the public may also participate remotely as authorized by law. Instructions for virtual participation, including the meeting link and procedures for providing public comment and the SB707 Disruption Policy, are available on the City's website at: https://avcity.org/470/Public-Comments-and-Disruption-Policy-Pu The City complies with the Americans with Disabilities Act (ADA). If you need reasonable accommodations to participate in the meeting, please contact Human Resources at (949) 425-2511 at least 48 hours prior to the meeting.
Regular meetings are held on the first and third Wednesday of the month at the City Hall Council Chambers, 12 Journey, Aliso Viejo. Agendas are available by the Friday preceding a regularly scheduled City Council meeting. Communications and supplemental materials received by the City relating to agenda items are presented at the dais and in the Public Copy agenda binder at the time of the meeting or contact the City Clerk's office to review or obtain a copy. Council proceedings are recorded.
Meetings are 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 consent to be recorded and televised.
Meetings are rebroadcast on Wednesday at 7:00 p.m. cable channels, and can be viewed on the City's website.
BRETT CHANNING SCOTT C. SMITH MARIA KENDIG
CITY MANAGER CITY ATTORNEY CITY CLERK
1 PLEASE SILENCE ALL CELL PHONES AND OTHER
ELECTRONIC EQUIPMENT WHILE CITY COUNCIL IS IN SESSION
CALL TO ORDER: Convene Regular Meeting
ROLL CALL:
PLEDGE OF ALLEGIANCE:
SPECIAL PRESENTATIONS:
1.1 RECOGNITION OF ALISO VIEJO CITIZENS OF THE YEAR
1.2 YEAR-END LEGISLATIVE UPDATE FROM ASSEMBLYMEMBER DIANE DIXON
1.3 PROCLAMATION - FIRE PREVENTION WEEK
ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:
COMMUNITY INPUT:
Members of the public wishing to address the City Council in person are requested to complete and submit a Request to Address City Council form to the City Clerk. Forms are available at the entrance to the City Council Chambers. In compliance with the Brown Act, the City Council may not discuss or take action on items not appearing on the agenda, except as authorized by law. The City Council may briefly respond to statements made or questions posed. Public comments are generally limited to three (3) minutes per speaker.
Members of the public may also observe and participate remotely using Teams Meeting.
Instructions for remote participation, including how to join the meeting online or by telephone, request to speak during public comment, participate by telephone, submit written comments, and the City's SB 707 Technology Disruption Policy, are available at: https://avcity.org/470/Public-Comments-and-Disruption-Policy-Pu Join Online: https://teams.microsoft.com/meet/257876176705929?p=7EebJ4ATObyl6INjsV Join by Telephone: (+1 323-694-9789 Conference ID: 118 228 149# Members of the public wishing to provide remote public comment should follow the participation instructions available at the link above.
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. 2 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.
Draft Minutes 2026-09-16 Special Closed Study Session and Regular Meetings Draft Minutes 2026-09-23 Special Meeting - State of the City
4.3 ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between August 28, 2026, and September 24, 2026, for $4,742,423.48.
Staff Report
Attachment 1 - Accounts Payable Report
4.4 FIRST AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH
DAVIS FARR LLP FOR AUDITING SERVICES
Recommended Actions:
1. Approve the First Amendment to the Agreement with Davis Farr LLP for professional auditing services, extending the term through June 30, 2027, and increasing compensation by $36,000 for a total contract amount not to exceed $165,000, and authorize the City Manager to execute the Amendment.
2. Authorize the City Manager to execute the Amendment.
Staff Report
Attachment 1 - First Amendment with Davis Farr LLP
Attachment 2 - Original Agreement with Davis Farr LLP
4.5 SECOND AMENDMENT TO THE AGREEMENT WITH DE NOVO PLANNING
GROUP FOR ON-CALL CEQA SERVICES
Recommended Action: Approve and authorize the City Manager to execute the Second Amendment to the professional services agreement with De Novo Planning Group for on-call CEQA services, increasing compensation by $100,000 for a total of $250,000 and extending the agreement term to June 30, 202 7.
Staff Report
Attachment 1 - Second Amendment
Attachment 2 - First Amendment
Attachment 3 - Original Agreement
PUBLIC HEARINGS:
5.1 AMENDMENT TO OBJECTIVE DESIGN STANDARDS MANUAL
Recommended Actions:
1. Find that the amendment to the ODS is exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the State CEQA Guidelines; and
2. Select One:
3 • (Option 1) Adopt Resolution No. 2026- xx amending the Objective Design Standards manual to remove Modern Ranch and Modern architectural styles; or
• (Option 2) Adopt Resolution No. 2026- xx amending the Objective Design Standards manual to remove Modern Ranch and Modern architectural styles and add the Craftsman architectural style.
Staff Report
Attachment 1 - Resolution (Option 1).docx
Attachment 2 - Resolution (Option 2).docx
Attachment 3 - Original ODS Manual
Attachment 4 - Presentation.pptx
5.2 CONDITIONAL USE PERMIT TO EXPAND THE FLOOR AREA OF ALISO CROSSFIT AT 6 JOURNEY, SUITES 300 AND 325
Recommended Action: Adopt Resolution No. 2026-XX entitled: A RESOLUTION OF
THE CITY COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, APPROVING
A CONDITIONAL USE PERMIT TO ALLOW ALISO CROSSFIT TO EXPAND ITS FLOOR AREA TO 4,911 SQUARE FEET AT 6 JOURNEY, SUITES AND 325 (USE2026-01011).
Staff Report
Attachment 1 - Resolution
Attachment 2 - Presentation.pptx
5.3 GENERAL PLAN AMENDMENT GPA-2026-01002, ZONE CHANGE ZC-2026-01001, VESTING TENTATIVE TRACT MAP 19489, SITE DEVELOPMENT PERMIT SDP2026-01001, DEVELOPMENT AGREEMENT DA-2026-01002 AND ADOPTION OF MITIGATED NEGATIVE DECLARATION CEQA-2026-01004 FOR THE
DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY AT 15
ARGONAUT
Recommended Actions:
1. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ALISO VIEJO, CALIFORNIA, ADOPTING MITIGATED NEGATIVE
DECLARATION AND A MITIGATION MONITORING AND REPORTING
PROGRAM (CEQA-2026-01004) PURSUANT TO THE CALIFORNIA
ENVIRONMENTAL QUALITY ACT FOR GENERAL PLAN AMENDMENT GPA2026-01002 , ZONE CHANGE ZC-2026-01001, VESTING TENTATIVE TRACT MAP 19489, AND DEVELOPMENT AGREEMENT DA-2026-01002 TO ALLOW THE DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15 ARGONAUT (APN: 623-093-10 & 623-093-11);
2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ALISO VIEJO, CALIFORNIA, APPROVING AN AMENDMENT TO THE
GENERAL PLAN LAND USE DESIGNATION AND ASSOCIATED LAND USE
MAP FROM BUSINESS PARK TO MEDIUM DENSITY RESIDENTIAL FOR THE DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15 ARGONAUT (APN: 623-093-10 & 623-093-11);
3. Introduce for first reading an Ordinance entitled: AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, APPROVING A ZONE CHANGE FROM BUSINESS PARK 2 TO MEDIUM DENSITY RESIDENTIAL DISTRICT FOR THE DEVELOPMENT OF A 58-UNIT RESIDENTIAL
4 TOWNHOME COMMUNITY LOCATED AT 15 ARGONAUT (623-093-10 & 623- 093-11);
4. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ALISO VIEJO, CALIFORNIA, APPROVING VESTING TENTATIVE TRACT MAP 19489 FOR SUBDIVISION INTO CONDOMINIUM PURPOSES AND SITE DEVELOPMENT PERMIT (SDP-2026-01001) TO ALLOW THE
DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15 ARGONAUT (623-093-10 & 623-093-11); and
5. Introduce for first reading an Ordinance entitled: AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, APPROVING DEVELOPMENT AGREEMENT DA-2026-01002 BETWEEN THE CITY AND BRANDYWINE ACQUISITION GROUP, LLC. FOR THE DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15
ARGONAUT (APN: 623-093-10 & 623-093-11).
Staff Report
Attachment 1 - Resolution (Mitigated Negative Declaration) Attachment 1 - Exhibit A - Initial Study/Mitigated Negative Declaration (ISMND) Attachment 1 - Exhibit B - Mitigation Monitoring and Reporting Program Attachment 1 - Exhibit C - Response to Comments
Attachment 2 - Resolution (General Plan Amendment)
Attachment 3 - Ordinance (Zone Change)
Attachment 4 - Resolution (Vesting Tentative Tract Map and Site Development Permit)
Attachment 4 - Exhibit B - Proposed Plans
Attachment 5 - Ordinance (Development Agreement)
Attachment 5 - Exhibit A - Development Agreement
Attachment 5 - Exhibit D of Exhibit A - Density Bonus Housing Agreement Attachment 6 - Presentation
DISCUSSION:
None.
CITY MANAGER' S REPORT:
ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:
ADJOURNMENT: The next regularly scheduled City Council meeting is October 21, 2026 at 7 p.m.
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Minutes of the
City Council Meetings
CITY OF ALISO VIEJO
CITY COUNCIL MINUTES
SPECIAL CLOSED SESSION,
STUDY SESSION, AND
REGULAR MEETINGS
SEPTEMBER 16, 2026
Council Chambers, City Hall, 12 Journey
Aliso Viejo, California
CLOSED SESSION
CALL TO ORDER: Mayor Duncan called the Special Closed Session Meeting of the City Council of the City of Aliso Viejo to order at 5:30 p.m.
ATTENDANCE:
PRESENT: MAYOR MAX DUNCAN
MAYOR PRO TEM MIKE MUNZING
COUNCILMEMBER TIFFANY ACKLEY
COUNCILMEMBER GARRETT DWYER
COUNCILMEMBER TIM A. ZANDBERGEN
ABSENT: NONE
STAFF PRESENT: BRETT CHANNING, CITY MANAGER
SCOTT SMITH, CITY ATTORNEY
SO KIM, DIRECTOR OF COMMUNITY DEVELOPMENT
PUBLIC COMMENTS:
None.
CLOSED SESSION:
1. PUBLIC EMPLOYEE PERFORMANCE EVALUATION pursuant to Government Code Section 54957
Title: City Attorney
2. CONFERENCE WITH REAL PROPERTY NEGOTIATORS pursuant to Government Code Section 54956.8:
1. Property: 27081 Aliso Creek Road
Agency negotiator: Brett Channing, City Manager
Negotiating parties: Emilie Simard, Shea Homes
Under negotiation: Price and terms of payment for public facilities 6
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City Council Meetings
2. Property: 400-700 Freedom Lane
Agency negotiator: Brett Channing, City Manager
Negotiating parties: Vanessa Scheidel, Meritage Homes
Under negotiation: Price and terms of payment for public facilities
3. Property: 15 Argonaut
Agency negotiator: Brett Channing, City Manager
Negotiating parties: Emanuel Robinson w/ Brandywine Homes Under negotiation: Price and terms of payment for public facilities
4. Property: 26800-26970 Aliso Viejo Parkway
Agency negotiator: Brett Channing, City Manager
Negotiating parties: JR Jones, Lennar
Under negotiation: Price and terms of payment for public facilities ADJOURNED: 6:29 P.M.
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Minutes of the
City Council Meetings
STUDY SESSION
CALL TO ORDER: Mayor Duncan called the Study Session Meeting of the City Council of the City of Aliso Viejo to order at 6:33 p.m.
ATTENDANCE:
PRESENT: MAYOR MAX DUNCAN
MAYOR PRO TEM MIKE MUNZING
COUNCILMEMBER TIFFANY ACKLEY
COUNCILMEMBER GARRETT DWYER
COUNCILMEMBER TIM A. ZANDBERGEN
ABSENT: NONE
STAFF PRESENT: BRETT CHANNING, CITY MANAGER
SCOTT SMITH, CITY ATTORNEY
MARIA KENDIG, DIRECTOR OF GOVERNMENT SERVICES / CITY
CLERK
SO KIM, DIRECTOR OF COMMUNITY DEVELOPMENT
SHAUN PELLETIER, DIRECTOR OF PUBLIC WORKS
LIZZY MENDOZA, RECREATION & COMMUNITY SERVICES
MANAGER
ISAAC AZIZ, INFORMATION TECHNOLOGY MANAGER
CAPT. RYAN BUHR, ALISO VIEJO POLICE SERVICES
STUDY SESSION
FISCAL YEAR 2025-26 YEAR-END RESULTS AND FIVE-YEAR FINANCIAL FORECAST Recommended Action: Receive and file.
The City Council received a presentation regarding the Fiscal Year 2025-26 Year-End Results and Five-Year Financial Forecast, provided as a follow-up to a previous Council request. Director of Financial Services Ann Eifert presented the Fiscal Year 2025-26 year-end results, reporting a General Fund surplus of $5.1 million. Revenues totaled $32.9 million, driven by higher-thanexpected sales tax. Expenditures totaled $27.8 million and were approximately $1.3 million under budget.
Director Eifert also provided an overview of the Five-Year Financial Forecast, including General Fund revenue and expenditure assumptions and projections, as well as potential future capital improvements. Two General Fund forecast scenarios were presented: a 5% increase and a 5% decrease in the four largest revenue sources. Staff responded to City Council questions regarding sales tax projections, CDBG funds, and carryover projects from Fiscal Year 2025-26.
The City Council thanked Director Eifert for the report and commended staff for maintaining fiscal conservatism.
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City Council Meetings
The following member of the public spoke on the matter:
1. Art Camoia expressed appreciation for the projected surplus and noted the unusual economic conditions, including oil costs, tariffs, interest rates, and housing market uncertainty. Mr. Camoia suggested consideration of a third, more conservative scenario, such as a 15% stress test, as a contingency for a potential recession or lower-thananticipated revenues.
Motion: Mayor Pro Tem Munzing moved and Councilmember Ackley seconded to receive and file the report. Motion carried 5-0.
ADJOURNED: 7:12 P.M.
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Minutes of the
City Council Meetings
REGULAR CITY COUNCIL MEETING
CALL TO ORDER: Mayor Duncan called the Regular Meeting of the City Council of the City of Aliso Viejo to order at 7:12 p.m.
ROLL CALL
PRESENT: MAYOR MAX DUNCAN
MAYOR PRO TEM MIKE MUNZING
COUNCILMEMBER GARRETT DWYER
COUNCILMEMBER TIM A. ZANDBERGEN
COUNCILMEMBER TIFFANY ACKLEY
ABSENT: NONE
STAFF PRESENT: BRETT CHANNING, CITY MANAGER
SCOTT SMITH, CITY ATTORNEY
ANN EIFERT, DIRECTOR OF FINANCIAL SERVICES
MARIA KENDIG, DIRECTOR OF GOVERNMENT SERVICES / CITY
CLERK
SO KIM, DIRECTOR OF COMMUNITY DEVELOPMENT
SHAUN PELLETIER, DIRECTOR OF PUBLIC WORKS
LIZZY MENDOZA, RECREATION & COMMUNITY SERVICES
MANAGER
ISAAC AZIZ, INFORMATION TECHNOLOGY MANAGER
CAPT. RYAN BUHR, ALISO VIEJO POLICE SERVICES
DIVISION CHIEF REID GIBSON, ORANGE COUNTY FIRE
AUTHORITY
PLEDGE OF ALLEGIANCE: City Attorney Scott Smith led the Pledge of Allegiance.
REPORT FROM CLOSED SESSION:
City Attorney Scott Smith stated no reportable action was taken.
1. SPECIAL PRESENTATIONS:
1.1 BUSINESS SPOTLIGHT - FS8 ALISO VIEJO
Mayor Duncan introduced FS8 as the City’s Business Spotlight and a video highlighting the business was presented. Mel Rosborough, Studio Manager of FS8 Aliso Viejo, expressed her appreciation to the City Council and provided information regarding promotions available to Aliso Viejo residents.
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Minutes of the
City Council Meetings
PROCLAMATION - HUNGER ACTION MONTH
Mayor Duncan presented the proclamation to Malia Cary, Director of Government Affairs and Community Relations for Harvest Food Bank. She expressed her appreciation and spoke about the significance of the recognition.
2. ADDITIONS, DELETIONS, REORDERING TO THE AGENDA:
None.
3. COMMUNITY INPUT:
1. William “Bill” Moorhead, Director of Moulton Niguel Water District, highlighted his focus on interagency cooperation and infrastructure maintenance and improvements.
2. Jena Minnick Bull, Executive Director of South Coast Conservatory, spoke about the organization’s performing arts programs, scholarships, and community partnerships, and expressed interest in collaborating with the city to expand arts opportunities.
3. Martin Beck of Soka University, representing the Aliso Viejo Chamber of Commerce, reminded the City Council and community that the State of the City event will be held the following Wednesday at the Aliso Viejo Ranch. The networking reception will begin at 6:00 p.m. and requires a fee, followed by the State of the City presentation at 7:00 p.m., which is free and open to the public.
4. CONSENT CALENDAR:
Motion: Mayor Pro Tem Munzing moved and Councilmember Dwyer seconded to approve the recommended actions for agenda items 4.1 through 4.7. Councilmember Ackley pulled item 4.8 for separate discussion. 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.
4.3 ACCOUNTS PAYABLE
Recommended Action: Ratify accounts payable checks and electronic funds transfers issued between August 14, 2026, and August 27, 2026, in the amount of $601,567.85.
4.4 TREASURER’S STATEMENT – JULY 2026
Recommended Action: Receive and file the July 2026 Treasurer’s Statement. 11
Minutes of the
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4.5 RESOLUTION REAPPROPRIATING CERTAIN FISCAL YEAR 2025-26 FUND BALANCES AND AMENDING THE FISCAL YEAR 2026-27 BUDGET
Recommended Action: Adopt Resolution No. 2026-24 reappropriating certain Fiscal Year (FY) 2025-26 fund balances and amending the Fiscal Year 2026-27 Budget.
4.6 CONDITIONAL USE PERMIT AND EXCEPTION PERMIT TO ESTABLISH A
LARGE OUTPATIENT MEDICAL OFFICE WITH A REDUCED NUMBER OF REQUIRED PARKING SPACES AT 27412 ALISO CREEK ROAD (USE-2026- 01005 AND EXP-2026-01001)
Recommended Action: Receive and file the Applicant’s request to withdraw the application.
4.7 ADOPTION OF THE 2025-2026 CONSOLIDATED ANNUAL PERFORMANCE AND
EVALUATION REPORT (CAPER) FOR EXPENDITURES OF COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG) FUNDS
Recommended Actions:
1. Find that the 2025-2026 Consolidated Annual Performance and Evaluation Report (CAPER) is not subject to the California Environmental Quality Act (CEQA) because the activity is not a project as defined in Section 15378 (b)(5) of the State CEQA Guidelines;
2. Approve and adopt the 2025-2026 CAPER; and
3. Authorize the City Manager to submit the CAPER to the United States Department of Housing and Urban Development (HUD) and authorize the City Manager to submit all related documents.
4.8 PROPOSED LEASE RENEWAL WITH FAMILY ASSISTANCE MINISTRIES AT
PLAYA CIRCLE
Recommended Actions:
1. Find that the lease of the property is exempt from the California Environmental Quality Act pursuant to State CEQA Guidelines Sections 15301 (Existing Facilities);
2. Approve the renewal of the lease agreement between the City and Family Assistance Ministries (“FAM”) for the property at Playa Circle, and direct the City Manager to take all necessary steps to execute the lease of the property.
Councilmember Ackley directed staff to omit addresses associated with proposed lease renewals with Family Assistance Ministries from public meeting materials, to the extent permitted by law
Motion: Councilmember Ackley moved and Mayor Pro Tem Munzing seconded to approve the recommended actions. Motion carried 5-0.
5. PUBLIC HEARING(S):
None.
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6. DISCUSSION:
None.
7. CITY MANAGER' S REPORT:
City Manager Channing announced several upcoming community events, including the Aliso Viejo Trails and Creek Cleanup event this Saturday, September 19, 2026, from 8:00 to 11:00 a.m., and encouraged residents to volunteer; State of the City on September 23, 2026 from 5:30 to 8:00 p.m.; Furry Friends Pet Fair and Vet Clinic on October 3, 2026 from 9:00 to 11:00 a.m. at the Aliso Viejo Ranch; and Family Movie Night on October 16, 2026 beginning at 5:30 p.m. also at the Aliso Viejo Ranch.
8. ANNOUNCEMENTS / COUNCIL COMMENTS / COMMITTEE UPDATES:
Mayor Duncan:
Attended and donated blood at the American Red Cross blood drive at Aliso Viejo Ranch and encouraged residents to participate in future blood drives. Attended the City’s Health and Safety Fair and commended staff for organizing the event. Attended the 9/11 memorial observance at the local fire station and recognized OCFA for continuing the tradition.
Reminded residents that the State of the City event will be held at Aliso Viejo Ranch on Wednesday, September 23, with networking beginning at 6:00 p.m. and the event opening to the public at 7:00 p.m., encouraged residents to attend and noted that a new format and special activities are planned.
Councilmember Ackley:
Expressed disappointment at missing the annual 9/11 memorial observance at the local Fire Station 57 due to travel out of town.
Conveyed her anticipation of the upcoming State of the City event.
Councilmember Dwyer:
Attended the Orange County Fire Authority (OCFA) 9/11 memorial observance at its headquarters in Irvine and commended the organization for conducting a solemn and respectful ceremony.
Shared a story about firefighters who rescued an injured woman during the September 11 attacks and later served as her pallbearers at her funeral. Participated in blood drive and encouraged residents to donate blood through the American Red Cross.
Attended OC Vector Control District Board meeting and provided update on mosquito activity.
Highlighted September as a time to focus on hunger and food insecurity and recognized Second Harvest Food Bank for its partnership with the City's Nourishing Great Futures Market pantry.
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Minutes of the
City Council Meetings
Volunteered at Nourishing Great Futures Market pantry and noted that food and supplies were provided to more than 80 families.
Attended Aliso Niguel High School PTSA meeting and commended the high school, its students, and the PTSA for their accomplishments and encouraged parents to participate in the PTSA.
Councilmember Zandbergen:
Attended the 9/11 memorial observance at the local fire station and reflected on the significance of the event.
Attended Chamber networking luncheon and discussed local business matters. Provided updates from the Transportation Corridor Agencies on The Toll Roads, including call center activity, and commended the organization’s efficiency and financial performance.
Mayor Pro Tem Munzing:
Attended the Orange County Fire Authority’s 9/11 25th anniversary memorial observance in Irvine.
Attended the OCFA Budget and Finance Subcommittee meeting and discussed fiscal responsibility and future capital improvements.
Attended the Aliso Viejo Health and Safety Fair and commended the organizers and volunteers.
Participated in the City and AVCA standing committee meeting and discussed city and association projects, including the Tree City initiative. Thanked community members for their participation and contributions to the community.
9. ADJOURNMENT: Mayor Duncan adjourned the meeting at 7:49 p.m. The next regularly scheduled City Council meeting is Wednesday, October 7, 2026 at 7 p.m.
Respectfully submitted: Approved by:
_________________________ _____________________________
MARIA KENDIG MAX DUNCAN
CITY CLERK MAYOR
14 CITY OF ALISO VIEJO
CITY COUNCIL MINUTES
SPECIAL MEETING
September 23, 2026
Aliso Viejo Ranch, The Red Barn
100 Park Avenue
Aliso Viejo, CA 92656
CALL TO ORDER: Mayor Duncan called the Special Meeting of the City Council of the City of Aliso Viejo to order at 7:12 p.m.
ATTENDANCE:
PRESENT: MAYOR MAX DUNCAN
MAYOR PRO TEM MIKE MUNZING
COUNCILMEMBER TIFFANY ACKLEY
COUNCILMEMBER GARRETT DWYER
COUNCILMEMBER TIM A. ZANDBERGEN
ABSENT: NONE
STAFF PRESENT: BRETT CHANNING, CITY MANAGER
ANN EIFERT, DIRECTOR OF FINANCIAL SERVICES
HONGDAO NGUYEN, ASSISTANT CITY ATTORNEY
MARIA KENDIG, DIRECTOR OF GOVERNMENT SERVICES / CITY
CLERK
SO KIM, DIRECTOR OF COMMUNITY DEVELOPMENT
LIZZY MENDOZA, RECREATION & COMMUNITY SERVICES
MANAGER
ISAAC AZIZ, INFORMATION TECHNOLOGY MANAGER
CORA SWANSON, HUMAN RESOURCES MANAGER
CAPT. RYAN BUHR, ALISO VIEJO POLICE SERVICES
REID GIBSON, ORANGE COUNTY FIRE AUTHORITY CHIEF
COMMUNITY INPUT
None
SPECIAL PRESENTATION:
STATE OF THE CITY PRESENTATION
Mayor Max Duncan delivered the State of the City address, sponsored by the Aliso Viejo Chamber of Commerce. The presentation recognized Aliso Viejo’s 25th anniversary and its incorporation on July 1, 2001, and reflected on the City’s past, present, and future. The Mayor introduced the City Council and noted the importance of preserving the City’s history.
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Minutes of the Special
City Council Meeting
As part of the City’s 25th anniversary celebration, Mayor Duncan introduced a video highlighting Aliso Viejo’s history and the people who helped shape the community. The video featured interviews with former Mayor Carmen Cave, former City Councilmembers Bill Phillips and Phil Tsunoda, retired Park Ranger Tom Maloney, Moulton Foundation President Jared Mathis, and Bob Bunyan, who worked with the Mission Viejo Company during the community’s early development.
The interviewees shared their recollections of the area before incorporation, the history of Moulton Ranch, the community’s efforts to become a city, and the establishment of Aliso Viejo’s first City Council. They also reflected on the City’s early development, the importance of preserving its history and open space, and their hopes for the community’s future.
City Manager Brett Channing, Captain Ryan Burh, Orange County Sheriff’s Department (OCSD) and Chief Reid Gibson, Orange County Fire Authority (OCFA) provided updates.
The Mayor thanked the presenters and staff for their work and partnership.
Also, the at the event recognized recipients through the Citizen of the Year Program, which was reintroduced to acknowledge residents’ contributions to the community. The 2025 Civic Service Award was presented to Deputy Barragan for efforts promoting e-bike safety; the 2025 Citizen of the Year award was presented to Leilani Harwood for her service as AYSO Commissioner; and the 2025 Key to the City was presented to Michael Avramidis for volunteer service, including service on the Aliso Viejo Community Association Board.
The 2026 Civic Service Award was presented to Ionut Breb for founding the Aliso Viejo Toastmaster club and initiating a youth leadership program; the 2026 Citizen of the Year award was presented to Carol Caito for her volunteer service with local school and community organizations; and the 2026 Key to the City was presented to Lisa Naegle for longstanding volunteer service, including service on the Aliso Viejo Community Association Board.
The Mayor concluded by thanking the Chamber of Commerce for sponsoring the event and the attendees for participating in the event.
ADJOURNMENT: 8:47 p.m.
Respectfully submitted: Approved by:
_________________________ _____________________________
MARIA KENDIG, CMC MAX DUNCAN
CITY CLERK MAYOR
16 City of Aliso Viejo
AGENDA ITEM
DATE: October 7, 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 August 28, 2026, and September 24, 2026, for $4,742,423.48.
Fiscal Impact:
Expenditures in the amount of $4,742,423.48.
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 August 28, 2026, and September 24, 2026, for $4,742,423.48, are being presented for ratification. All payments have been made in compliance with the City’s purchasing policy and procedures. Payments have been reviewed and approved by the appropriate departmental staff. The issued accounts payable checks and electronic funds transfers have been reviewed and deemed in accordance with the fiscal year budget by the Director of Financial Services.
Attachment:
1. Accounts Payable Report
17 Accounts Payable
Vendor Name Description (Item) Amount
101 - GENERAL FUND
CHOICE BUILDER OCT'26 DENTAL - JM 46.63
CHOICE BUILDER OCT'26 VISION - JM 6.48
CHOICE BUILDER OCT'26 DENTAL - TZ 96.90
CHOICE BUILDER OCT'26 DENTAL INSURANCE 1,985.41
CHOICE BUILDER OCT'26 VISION INSURANCE 307.34
RJM DESIGN GROUP INC JUL'26 LANDSCAPE INSPECTION - COMMONS 780.00 CHARLES ABBOTT ASSOC INC JUL'26 CAA MNWD - N. O'HARRA 1,080.00 CHARLES ABBOTT ASSOC INC JUL'26 CAA GAS COMPANY - N. O'HARRA 324.00 CHARLES ABBOTT ASSOC INC JUL'26 CAA MNWD - R. BRUNELL 108.00 THE LOFTCRAFTERS CD-2026-01048_4 RIDGECREST_THE LOFTCRAFTERS 500.00 UNITED OF OMAHA LIFE INSURANCE CO. OCT'26 LIFE INSURANCE 1,780.04 PV MAINTENANCE INC 16 WIMBLEDON PAINT SPILL_PVM 13,197.00 CALPERS HEALTH OCT'26 TZ - HEALTH PREMIUM 1,750.56
CALPERS HEALTH OCT'26 TZ - HEALTH PREMIUM PEMHCA MINIMUM 162.00 CALPERS HEALTH OCT'26 CALPERS HEALTH PREMIUM 36,607.90
CALPERS HEALTH AUG-SEP'26 MEDICAL - NL (74.56)
RICOH USA JUL'26 RICOH COPY ROOM LEASE (2624)-INT PAYABLE (0.52) RICOH USA AUG'26 RICOH COPY ROOM LEASE (2624)-INT PAYABLE 1.17 RICOH USA SEP'26 RICOH COPY ROOM LEASE (2624)-INT PAYABLE 2.72 CLEARGOV, INC FY26-27 SOFTWARE SUBSCRIPTION - BUDGET BOOK 230.25 RJM DESIGN GROUP INC LANDSCAPE PLAN REVIEW - ALISO VIEJO PKWY 390.00 STC TRAFFIC, INC JUL'26 TRAFFIC STUDY PEER REVIEW SERVICES 800.00 PORTER COMPANIES, INC. CD2026-01005_26821 ALISO CREEK RD_PORTER COMPANIES 500.00 BJ CULVER CONSTRUCTION INC CD-2025-00090_26711 ALISO CREEK RD STE 200A_BJ CUL 500.00 ROOF PRO CD-2026-01052_2-8 BEECHWOOD_ROOF PRO 500.00
ROOF PRO CD-2026-01082_14-24 SILVEROAK_ROOF PRO 500.00
62,081.32
CITY COUNCIL
US BANK PURCHASING CARD PROGRAM DL 8/20 CALCITIESOCDIV MTG-TZ 30.00 US BANK PURCHASING CARD PROGRAM DL 8/20 CALCITIESOCDIV MTG ANNUAL CONF-TZ 50.00 CITY COUNCIL TOTAL: 80.00
CITY MANAGER
CALPERS HEALTH OCT'26 PG - HEALTH PREMIUM 162.00
US BANK PURCHASING CARD PROGRAM BC 6/22 EUREKA-MEETING 41.52 US BANK PURCHASING CARD PROGRAM BC 6/30 MILK&HONEY-MEETING 6.99 US BANK PURCHASING CARD PROGRAM BC 7/27 PHILZ-MTG 16.85 US BANK PURCHASING CARD PROGRAM DL 7/13 RALPHS- QTRLY LUNCHEON FOOD 211.23 US BANK PURCHASING CARD PROGRAM DL 7/13 RALPHS- QTRLY LUNCHEON DRINKS 56.70 US BANK PURCHASING CARD PROGRAM DL 7/06 CCMF MEMBERSHIP- BC 400.00 US BANK PURCHASING CARD PROGRAM DL 7/02 TARGET-OFFICE SUPPLIES 8.60 US BANK PURCHASING CARD PROGRAM DL 6/22 TARGET-OFFICE SUPPLIES 17.65 US BANK PURCHASING CARD PROGRAM DL 8/20 CALCITIESOCDIV MTG ANNUAL CONF-BC 50.00 US BANK PURCHASING CARD PROGRAM DL 8/11 BC-CALCITIESOCDIV MTG 30.00 CITY MANAGER TOTAL: 1,001.54
ECONOMIC DEVELOPMENT
HUNT & SONS LLC APR-JUN'26 2ND QTR SALES TAX SUBSIDY-HUNT&SONS 862,874.60 EFUEL LLC APR-JUN'26 2ND QTR 2026 SALES TAX-EFUEL 965,647.20 ECONOMIC DEVELOPMENT TOTAL: 1,828,521.80
HUMAN RESOURCES
US BANK PURCHASING CARD PROGRAM CS 08/18 BBK LAW - TRAINING MK 75.00 US BANK PURCHASING CARD PROGRAM CS 08/18 BBK LAW - TRAINING BC 75.00 US BANK PURCHASING CARD PROGRAM CS 07/30 CANVA - HR ACCOUNT 144.00 HEALTH AND HUMAN RESOURCE CENTER INC OCT'26 EAP PROGRAM 102.90 HUMAN RESOURCES TOTAL: 396.90
18 Vendor Name Description (Item) Amount
CITY CLERK
US BANK PURCHASING CARD PROGRAM LL 7/30 CMCA-WORKSHOP 9/17 M. KENDIG 125.00 US BANK PURCHASING CARD PROGRAM LL 7/30 CMCA-ANNUAL MBSHP TO JUN'27 M.KENDIG 300.00 US BANK PURCHASING CARD PROGRAM LL 7/24 OC REG SBSCPTN/ANNUAL 7/24/26 TO 7/17/27 338.00 US BANK PURCHASING CARD PROGRAM LL 7/23 LA TIMES-SBSCPTN/ANNUAL 7/16/26 TO 7/15/27 207.48 CITY CLERK TOTAL: 970.48
FINANCE
CHOICE BUILDER OCT'26 ADMIN FEE 30.00
US BANK PURCHASING CARD PROGRAM AE 8/12 ANNUAL GOVERNMENT TAX SEMINAR 225.00 CALPERS HEALTH OCT'26 CALPERS ADMIN FEE 33.02
CLEARGOV, INC FY 26-27 BUDGET BOOK - PRINCIPAL 8,844.71 CLEARGOV, INC FY 26-27 BUDGET BOOK - INTEREST 48.78
PARS (PHASE II SYSTEMS AND CALIFORNIA CORPORATION) JUL'26 PARS REP FEES 300.00 MGT IMPACT SOLUTIONS, LLC FY26-27 SB90 CLAIMS FILING & SUBMISSION - 1ST PMT 1,550.00 US BANK PURCHASING CARD PROGRAM AE6/09 GFOA-2026 CONFERENCE REGISTRATION 600.00 FINANCE TOTAL: 11,631.51
INFORMATION TECHNOLOGY
AT&T 7/22/26-8/21/26 AT&T CALNET CH-ALARM/POTS LINE 600.00 COX COMMUNICATIONS, INC JUL-SEP'26 ACCT#0202 CH CABLE TV 524.58 COX COMMUNICATIONS, INC JUL-SEP'26 ACCT#9302 LAB INTERNET 354.90 COX COMMUNICATIONS, INC APR-JUN'26 ACCT#4801 1G FIBER/PEG BALANCE DUE 1,015.38 COX COMMUNICATIONS, INC AUG-SEP'26 ACCT#4801 1G FIBER 1,650.40 COX COMMUNICATIONS, INC JUL-AUG'26 ACCT#4801 1G FIBER 1,782.74 SONITROL ORANGE COUNTY LLC JUL'26 AVCENTER ACCESS CONTROL 152.00 SONITROL ORANGE COUNTY LLC JUL'26 CH INTRUSION DETECTION 317.58 SONITROL ORANGE COUNTY LLC AUG'26 CH INTRUSION DETECTION 317.58 SONITROL ORANGE COUNTY LLC AUG'26 AVCENTER ACCESS CONTROL 152.00 SONITROL ORANGE COUNTY LLC SEP'26 CH INTRUSION DETECTION 317.58 SONITROL ORANGE COUNTY LLC SEP'26 AVCENTER ACCESS CONTROL 152.00 STORMWIND LLC STORMWIND STUDIO ONLINE TRAINING QTY 3 4,500.00 SHI INTERNATIONAL CORP 6/25/26-6/24/27 PALO ALTO FIREWALL SUBSCR BALANCE 8,163.51 SHI INTERNATIONAL CORP 6/25/26-6/25/27 SHI - EKAHAU WI-FI LICENSE QTY 1 1,986.59 SHI INTERNATIONAL CORP 7/20/26-7/19/27 CYBER SECURITY SENTINELONE END PT 8,870.00 SHI INTERNATIONAL CORP (3) MACBOOK WORKSTATIONS 10,570.39 SHI INTERNATIONAL CORP 6/30/26-6/29/29 (3) APPLECARE 757.09 SHI INTERNATIONAL CORP 8/25/26-12/15/27 MANAGE ENG OS DEPLOYER 2,099.48 SHI INTERNATIONAL CORP 12/16/26-12/15/27 MANAGE ENGINE PATCH MGR ENT 1,349.87 US BANK PURCHASING CARD PROGRAM IA 7/28 EOC YOUTUBE SUBSCR 82.99 US BANK PURCHASING CARD PROGRAM IA 8/10 BESTBUY-CITY MANAGER EQUIPMENT 2,458.40 US BANK PURCHASING CARD PROGRAM IA 7/29 GOTO TECHNOLOGIES- MDM ADD-ON 330.00 US BANK PURCHASING CARD PROGRAM IA 8/16 WAITWHILE-SUBSCRIPTION 196.00 US BANK PURCHASING CARD PROGRAM IA 8/10 GODADDY.COM-ALISOVIEJOCENTER.COM 46.38 US BANK PURCHASING CARD PROGRAM IA 8/09 GODADDY.COM-CITYOFALISOVIEJO.COM 23.88 US BANK PURCHASING CARD PROGRAM IA 8/03 MISAC-SOUTHERN CH VOTING REPRESENTATIVE 130.00 US BANK PURCHASING CARD PROGRAM IA 8/03 MISAC-EXCELLENCE IN IT AWARD PROGRAM 100.00 GOTO COMMUNICATIONS SEP'26 CH GOTO VOIP SERVICE & SUPPORT 2,052.00 LUNAVI, INC AUG'26 OFFSITE BACKUP STORAGE-LATE FEE 9.76 LUNAVI, INC AUG'26 OFFSITE BACKUP STORAGE-LATE FEE 9.62 LUNAVI, INC SEP'26 OFFSITE BACKUP STORAGE 641.25
SONITROL ORANGE COUNTY LLC OCT'26 CH INTRUSION DETECTION 317.58 SONITROL ORANGE COUNTY LLC OCT'26 AVCENTER ACCESS CONTROL 152.00 SHI INTERNATIONAL CORP 6/04/26-6/03/27 VERKADA CAMERA LICENSE CH 8,578.49 SHI INTERNATIONAL CORP 6/04/26-6/03/27 VERKADA CAMERA LICENSE AVCC 6,862.79 HCI SYSTEMS, INC FIRE SUPPRESSION INSPECTION TESTING CH 440.00 INFORMATION TECHNOLOGY TOTAL: 68,064.81
NON-DEPARTMENTAL
CIVICPLUS LLC 8/31/26-8/30/27 AUDIOEYE MANAGED 4,189.50 CIVICPLUS LLC 8/31/26-8/30/27 CIVICPLUS WEBSITE MAINT & HOSTING 6,640.23 RICOH USA 8/01-8/31/26 RICOH 2504EX FRONT COUNTER (4456) 88.29 RICOH USA JUN-AUG'26 RICOH C5300S PRINT ROOM PRINTS (2624) 338.59 NIEVES LANDSCAPE INC JUL'26 LANDSCAPE MAINTENANCE VISTA PARK 1,135.32 US BANK PURCHASING CARD PROGRAM CS 07/22 SMART AND FINAL (ICE CREAM - SOCIAL COMM) 53.12 US BANK PURCHASING CARD PROGRAM CS 08/21 GILSONS - EE SERVICE AWARDS 492.00 ABOEY, INC AUG'26 BANNER PRODUCTION & INSTALL-25YR ANNIV 7,083.12 19 Vendor Name Description (Item) Amount
US BANK PURCHASING CARD PROGRAM JB 7/22 PRIMO BRANDS-BOTTLED WATER SERVICE 48.28 US BANK PURCHASING CARD PROGRAM JB 7/22 PRIMO BRANDS-BOTTLED WATER SERVICE 103.12 US BANK PURCHASING CARD PROGRAM LL 8/18 TUMMY STUFFER-CC MTG 8/19 DINNER 275.00 US BANK PURCHASING CARD PROGRAM LL 8/19 COSTCO BUSINESS DELIVERY 253.86 US BANK PURCHASING CARD PROGRAM LL 8/19 NEKTER-CC MTG 8/19 DINNER M.MUNZING 12.69 US BANK PURCHASING CARD PROGRAM LL 7/28 PRIMO BRANDS-WATER SERVICE 53.85 US BANK PURCHASING CARD PROGRAM LL 7/24 COSTCO BY INSTACART 103.40 MOULTON NIGUEL WATER DIST ACCT#64101 VISTA WATER SVC 1,464.95 CALIFORNIA JPIA FY26-27 POLLUTION LIABILITY INSURANCE PREMIUM 2,443.00 RICOH USA JUL'26 RICOH COPY ROOM LEASE (2624)-PRINCIPAL 643.57 RICOH USA JUL'26 RICOH COPY ROOM LEASE (2624)-INTEREST 51.15 RICOH USA AUG'26 RICOH COPY ROOM LEASE (2624)-PRINCIPAL 643.32 RICOH USA AUG'26 RICOH COPY ROOM LEASE (2624)-INTEREST 49.71 RICOH USA SEP'26 RICOH COPY ROOM LEASE (2624) - PRINCIPAL 644.76 RICOH USA SEP'26 RICOH COPY ROOM LEASE (2624)-INTEREST 46.72 RICOH USA 8/12-9/11/26 RICOH 2504EX OFFICE PRINTS (4542) 98.11 CINTAS CORPORATION NO. 2 AUG'26 CH & STE 200 FIRST AID MAINT & SUPPLIES 199.87 CINTAS CORPORATION NO. 2 SEP'26 CH & STE 200 FIRST AID MAINT & SUPPLIES 196.96 US BANK PURCHASING CARD PROGRAM DL 8/12 J&M TROPHIES-NAME TAGS/PLATES-DG SW 77.73 US BANK PURCHASING CARD PROGRAM DL 7/29 PAVILIONS-LUNCH&LEARN DRINKS 43.97 US BANK PURCHASING CARD PROGRAM DL 7/29 DOMINOS-LUNCH&LEARN PIZZA 74.88 US BANK PURCHASING CARD PROGRAM EM 8/19 JIFFY LUBE CSO#8101 CA1523428 OIL CHANGE 227.79 US BANK PURCHASING CARD PROGRAM EM 8/13 O'REILLY-FLEET WIPER BLADES 71.09 US BANK PURCHASING CARD PROGRAM EM 8/13 SIGNARAMA-CSO#8101 DECAL INSTALL CA1523428 150.00 US BANK PURCHASING CARD PROGRAM EM 8/07 O'REILLY-FLEET WIPER BLADES & MAINT SUPPL 55.99 US BANK PURCHASING CARD PROGRAM EM 8/19 WALMART-CSO#810 REAR WIPER BLADE CA1523428 12.80 US BANK PURCHASING CARD PROGRAM EM 8/20 TUCKER TIRE-CSO#8101 CA1523428-FRONT TIRES 340.00 US BANK PURCHASING CARD PROGRAM EM 8/20 BLISS CW-F150 CAR WASH 35.00 US BANK PURCHASING CARD PROGRAM JNL 7/28 PAMPAS-SOCIAL COMMITEE RAFFLE PRIZE 15.00 US BANK PURCHASING CARD PROGRAM JNL 7/28 WAHOOS-SOCIAL COMMITEE RAFFLE PRIZE 15.00 NON-DEPARTMENTAL TOTAL: 28,471.74
C. S. ADMINISTRATION
SPECIAL EVENT CONTRACTORS LLC DEPOSIT 2026 AV HOLIDAY TREE PLATFORM 6,038.26 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-ASCOZA 2 PACK FITTED TABLECLOTH AVR 28.00 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-FABRIC SCISSORS UPHOLSTRY AVR GREENR 9.59 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-EEYRNDUY BATTERY CANON CAMERA AVR 10.33 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-GARBAGE DISPOSAL CLEANER AVR 10.75 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-DIYSELF 2 PACK ALLEN WRENCHES AVR 14.54 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-WENTOFAUX LEATHER FABRIC AVR GRAIN 21.54 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-AMAZON BASICS AAA BATTERIES AVR 22.22 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-FAUX LEATHER UPHOLSTERY AVR GREENRM 42.23 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-WENTO FAUX LEATHER AVR GREENROOMS 43.09 AMAZON CAPITAL SERVICES INC AUG'26 AMAZON-ERGXWYSY LEATHER SEATS AVR GREENROOM 64.47 ALLIANT INSURANCE SERVICES INC 2026 ADDL INSURANCE-HEALTH & SAFETY FAIR EVENT 598.00 US BANK PURCHASING CARD PROGRAM JB 7/22 SMART & FINAL-STAFF MTG 32.66 US BANK PURCHASING CARD PROGRAM JB 7/22 DOMINOES-STAFF MTG LUNCH 96.48 US BANK PURCHASING CARD PROGRAM JB 7/22 WAYFAIR-GREENROOM SIDE TABLES 161.60 US BANK PURCHASING CARD PROGRAM JB 7/22 SMART & FINAL CLEANING/BRKRM SUPPLIES 52.97 CAPISTRANO UNIFIED SCHOOL DISTRICT FY26-27 FINANCIAL LITERACY REC-YOUTH GRANT-ANHS 2,750.00 US BANK PURCHASING CARD PROGRAM LL 8/23 FACEBK META ADS 10.50 US BANK PURCHASING CARD PROGRAM LL 7/23 FACEBOOK META ADS 72.71 CALPERS HEALTH OCT'26 DP - HEALTH PREMIUM 162.00
CALPERS HEALTH OCT'26 HW - HEALTH PREMIUM 162.00
LAGUNA CANYON FOUNDATION FY26-27 LAGUNA CANYON FOUNDATION COMM ASSIST GRANT 1,000.00 OCY MANAGEMENT, LLC AUG'26 SMP TRANSPORATATION SVC 496.00 LAURA'S HOUSE FY26/27 COMMUNITY ASSISTANCE GRANT-LAURA'S HOUSE 2,250.00 ASSISTANCE LEAGUE OF CAPISTRANO VALLEY FY26-27 CAS GRANT-ASST LEAGUE OF CAPO VALLEY 1,000.00 US BANK PURCHASING CARD PROGRAM JNL 7/28 LERN-CONFERENCE REGISTRATION 2026 1,795.00 US BANK PURCHASING CARD PROGRAM JNL 7/28 DOMINOS-STAFF MEETING 80.36 C. S. ADMINISTRATION TOTAL: 17,025.30
IGLESIA PARK
NIEVES LANDSCAPE INC JUL'26 LANDSCAPE MAINTENANCE IGLESIA PARK 7,553.66 US BANK PURCHASING CARD PROGRAM KB 7/2 HOMEDEPOT-CONDUIT AND PARTS SWITCH IGLEISA 251.57 US BANK PURCHASING CARD PROGRAM KB 7/23 HOMEDEPOT-ELECTRICAL ROOM BOX IGLESIA 22.98 20 Vendor Name Description (Item) Amount
US BANK PURCHASING CARD PROGRAM KB 7/2 HOMEDEPOT-BATTS PAPER TOWEL/FAUCET IGLESIA 76.06 US BANK PURCHASING CARD PROGRAM KB 7/23 HOMEDEPOT-LIGHT SWITCH IN CLOSET IGLESIA 83.53 PV MAINTENANCE INC AUG'26 PVM IGLESIA PARK MAINTENANCE 3,580.00 SO CAL EDISON AUG'26 ACCT#7997 IGLESIA PARK ELECTRICITY 162.34 SHI INTERNATIONAL CORP 6/04/26-6/03/27 VERKADA CAMERA LICENCE IGLESIA 3,431.40 IGLESIA PARK TOTAL: 15,161.54
IGLESIA BUILDING
PV MAINTENANCE INC AUG'26 PVM IGLESIA BUILDING MAINTENANCE 965.00 SONITROL ORANGE COUNTY LLC JUL'26 IT-IPC IGLESIA ACCESS CONTROL 120.60 SONITROL ORANGE COUNTY LLC AUG'26 IT-IPC IGLESIA ACCESS CONTROL 120.60 SONITROL ORANGE COUNTY LLC SEP'26 IT-IPC IGLESIA ACCESS CONTROL 120.60 SONITROL ORANGE COUNTY LLC OCT'26 IT-IPC IGLESIA ACCESS CONTROL 120.60 TEAM ONE MANAGEMENT SEP'26 JANITORIAL SERVICES - IGLESIA 1,904.00 SO CAL EDISON AUG'26 ACCT#7997 IGLESIA PARK BLDG ELECTRICITY 2,471.93 IGLESIA BUILDING TOTAL: 5,823.33
PLANNING
WILLDAN FINANCIAL SERVICES AUG'26 COMPREHENSIVE FEE STUDY 4,385.00 CALPERS HEALTH OCT'26 MF - HEALTH PREMIUM 162.00
PLANNING TOTAL: 4,547.00
BUILDING
CHARLES ABBOTT ASSOC INC AUG'26 CAA CONTRACT SERVICES-BUILDING 86,727.13 BUILDING TOTAL: 86,727.13
CODE ENFORCEMENT
CHARLES ABBOTT ASSOC INC AUG'26 CAA CONTRACT SERVICES-CODE ENFORCEMENT 12,955.00 CODE ENFORCEMENT TOTAL: 12,955.00
ENGINEERING (GENERAL)
US BANK PURCHASING CARD PROGRAM KB 7/23 HOMEDEPOT-FUSES TREATMENT SITE 25.50 US BANK PURCHASING CARD PROGRAM KB 7/23 FUSECO-FUSES TREATMENT SITE 116.40 PV MAINTENANCE INC SEP'26 PVM WAREHOUSE LEASE 1,745.70
SHAUN PELLETIER SP 8/09-9/02/26 APWA CONF EXPENSE REIMB 115.20 MURPHY SWITCH OF CA SEP'26 MURCAL IOT SMARTCOMMAND MONITORING SERVICE 450.00 ENGINEERING (GENERAL) TOTAL: 2,452.80
STREET MAINTENANCE
PV MAINTENANCE INC AUG'26 PVM STREET MAINTENANCE 25,134.77 CHARLES ABBOTT ASSOC INC JUL'26 CAA ST INVESTIGATIONS-N. O'HARRA/R. BRUNELL 10,098.00 PV MAINTENANCE INC AUG'26 PVM 57 JOURNEY REPAIR 18,540.00 STREET MAINTENANCE TOTAL: 53,772.77
LAW ENFORCEMENT-CONTRACT
COUNTY OF ORANGE SEP'26 LAW ENFORCEMENT CONTRACT 929,124.00 COUNTY OF ORANGE SEP'26 BWC/TASER 1,597.20
COUNTY OF ORANGE SEP'26 MOTORCYCLE REPLACEMENT COSTS 88.06 COUNTY OF ORANGE SEP'26 BODY WORN CAMERA 7,878.36
COUNTY OF ORANGE SEP'26 ML.E. EARLY PAYMENT DISCOUNT - 0.25% (2,389.71) COUNTY OF ORANGE SEP'26 IN CAR VIDEO 3,781.89
LAW ENFORCEMENT-CONTRACT TOTAL: 940,079.80
LAW ENFORCEMENT-OTHER
US BANK PURCHASING CARD PROGRAM JD 8/02 THE TOLL ROADS OF OC 575.00 US BANK PURCHASING CARD PROGRAM JD 7/23 KEURIG - COFFEE 240.15 US BANK PURCHASING CARD PROGRAM JD 7/28 COSTCO-COSTCO DRINKS 38.80 COUNTY OF ORANGE JUL'26 TECH CHARGES/RADIO REPAIRS 1,347.94 LAW ENFORCEMENT-OTHER TOTAL: 2,201.89
EOC
US BANK PURCHASING CARD PROGRAM JD 7/30 AV SELF STORAGE-#75 PUBLIC SAFETY AUG'26 490.00 US BANK PURCHASING CARD PROGRAM LL 8/14 EXTRA SPACE-OFFSITE STORAGE #A1554 384.00 EOC TOTAL: 874.00
GENERAL FUND TOTAL: 3,142,840.66
102 - GEN. FD-CITY HALL
NON-DEPARTMENTAL
SONITROL ORANGE COUNTY LLC JUL'26 CH SECURITY & ACCESS MONITORING 101.29 SONITROL ORANGE COUNTY LLC JUL'26 CH ACCESS CONTROL 671.86 21 Vendor Name Description (Item) Amount
SONITROL ORANGE COUNTY LLC AUG'26 CH ACCESS CONTROL 671.86 SONITROL ORANGE COUNTY LLC AUG'26 CH SECURITY & ACCESS MONITORING 101.29 SONITROL ORANGE COUNTY LLC SEP'26 CH ACCESS CONTROL 671.86 SONITROL ORANGE COUNTY LLC SEP'26 CH SECURITY & ACCESS MONITORING 101.29 PACIFIC PARK II ASSOCIATION AUG'26-JUN'27 CH ASO ASSOCIATION DUES 7,051.00 SO CAL EDISON AUG'26 ACCT#7189 CH ELECTRICITY 10,565.86 NIEVES LANDSCAPE INC JUL'26 LANDSCAPE MAINTENANCE CH 748.08 US BANK PURCHASING CARD PROGRAM KB 7/23 PELICAN-HVAC YEARLY COST MONITORING CH 7.49 US BANK PURCHASING CARD PROGRAM KB 7/23 HOMEDEPOT-LIGHTS FOR CHAMBERS CH 41.96 MOULTON NIGUEL WATER DIST ACCT#65408/65407/65406 CH WATER SVC 835.30 THE GAS COMPANY 8/04/26-9/03/26 MTR#16122180 GAS SVC CH 25.85 THURSTON ELEVATOR CONCEPTS INC AUG'26 ELEVATOR FIRE LIFE SAFETY TEST-DIR YEARLY 1,598.50 THURSTON ELEVATOR CONCEPTS INC SEP'26 CH ELEVATOR MAINTENANCE 143.00 SONITROL ORANGE COUNTY LLC OCT'26 CH ACCESS CONTROL 671.86 SONITROL ORANGE COUNTY LLC OCT'26 CH SECURITY & ACCESS MONITORING 101.29 TEAM ONE MANAGEMENT SEP'26 JANITORIAL SERVICES - CH 3,400.00 CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC AUG'26 CONTACTOR REPLACEMENT - CH 371.74 FOSTERS' GARDENS INC JUL'26 CH INTERIOR PLANT MAINTENANCE 115.00 FOSTERS' GARDENS INC AUG'26 CH INTERIOR PLANT MAINTENANCE 115.00 FOSTERS' GARDENS INC SEP'26 CH INTERIOR PLANT MAINTENANCE 115.00 ALISO VIEJO COMMUNITY ASSOCIATION OCT-DEC'26 12 JOURNEY MASTER HOA FEES 2,099.52 US BANK PURCHASING CARD PROGRAM EM 8/19 THE HOME DEPOT-CH MATERIALS 3.75 NON-DEPARTMENTAL TOTAL: 30,329.65
GEN. FD-CITY HALL TOTAL: 30,329.65
103 - GF-AV RECREATION SERVICES
RECREATION SERVICES
AT&T 7/22/26-8/21/26 AT&T CALNET AVR-ALARM/POTS LINE 105.40 GARDAWORLD SEP'26 AVR - CASH COURIER SERVICE 523.55
BATTERY CONNECTION INC BATTERIES FOR RANCH LIMO CART 844.58 SONITROL ORANGE COUNTY LLC JUL'26 AVR ACCESS CONTROL 708.07 SONITROL ORANGE COUNTY LLC AUG'26 AVR ACCESS CONTROL 708.07 SONITROL ORANGE COUNTY LLC SEP'26 AVR ACCESS CONTROL 708.07 LYONS SECURITY SERVICE IN AUG'26 GCF SECURITY SERVICES 1,032.50 LYONS SECURITY SERVICE IN AUG'26 AVR SECURITY SERVICES 3,613.75 CAPISTRANO UNIFIED SCHOOL DISTRICT JUL'26 CUSD TRANSPORTATION - CAMP EXCURSION 4,481.25 FACILITRON, INC. 7/27-7/31/26 CUSD FACILITY-WK8 SKATEDOGS 67.35 SO CAL EDISON AUG'26 ACCT#6247 AVR ELECTRICITY 5,034.96 SO CAL EDISON AUG'26 ACCT#4551 FARM ELECTRICITY 462.06
FACILITRON, INC. 7/13-7/17/26 CUSD FACILITY-WK6 SKATEDOGS 67.35 NATASHA PANCHOLI KHATOD FALL2026-ATM226 TAI CHI-3 PARTICIPANTS 27.00 NIEVES LANDSCAPE INC JUL'26 LANDSCAPE MAINTENANCE AVR 2,496.56 SHI INTERNATIONAL CORP 6/04/26-6/03/27 MERAKI MR ENT LIC 1 YEAR QTY 3 342.09 US BANK PURCHASING CARD PROGRAM EM RCS 7/23 DAVE&BUSTER'S-CDC EXCURISION TICKETS 312.00 US BANK PURCHASING CARD PROGRAM EM RCS 7/22 KNOTT-CDC EXCURISION TICKETS 7/30 1,127.00 GOTO COMMUNICATIONS SEP'26 AVR GOTO VOIP SERVICE & SUPPORT 650.73 US BANK PURCHASING CARD PROGRAM JB 7/22 AQUARIUM-CDC EXCURSION TICKETS 1,056.20 US BANK PURCHASING CARD PROGRAM JB 7/22 SUBWAY-CDC WK 7 STAFF LUNCH 55.58 US BANK PURCHASING CARD PROGRAM JB 7/22 SUBWAY-CDC WK 10 STAFF LUNCH 50.24 US BANK PURCHASING CARD PROGRAM JB 7/22 SUBWAY-CDC WK 9 STAFF LUNCH 46.34 US BANK PURCHASING CARD PROGRAM JB 7/22 REGAL-MOVIE CDC EXCURSION TICKETS 607.57 US BANK PURCHASING CARD PROGRAM JB 7/22 SUBWAY-CDC WK 8 STAFF LUNCH 51.14 US BANK PURCHASING CARD PROGRAM KB 7/23 AMAZON-GREEN ROOM FRESHNER AVR 66.90 MOULTON NIGUEL WATER DIST ACCT#105234/104936/104935/104986 RANCH WATER SVC 1,727.04 MOULTON NIGUEL WATER DIST ACCT#104515/104519 FARM WATER SVC 413.30 FACILITRON, INC. 7/6-8/7/26 CUSD FACILITY-WK5-9 COOKING 4,195.60 FACILITRON, INC. 8/3-8/6/26 CUSD FACILITY-WK9 TENNIS 108.72 CSG FORTE PAYMENTS, INC AUG'26 CREDIT CARD SERVICE FEES-WEB 940.86 CSG FORTE PAYMENTS, INC AUG'26 CREDIT CARD SERVICE FEES-POS 1,509.83 PV MAINTENANCE INC AUG'26 PVM AVR MAINTENANCE 193.00
PRESTIGIOUS CLEANERS LLC 8/06 AVR DRY CLEANING 502.27
PRESTIGIOUS CLEANERS LLC 8/24 AVR DRY CLEANING 361.01
PRESTIGIOUS CLEANERS LLC 8/26 AVR DRY CLEANING 156.96
SONITROL ORANGE COUNTY LLC OCT'26 AVR ACCESS CONTROL 708.07 22 Vendor Name Description (Item) Amount
PRITCHARD SUPPLY, INC JUL'26 ICE MACHINE REPAIR AVR 1,282.44 PRITCHARD SUPPLY, INC AUG'26 AC MODULE - SPLIT SYSTEM AVR 130.11 PRITCHARD SUPPLY, INC JUL'26 LEAD TEST AVR 19.18
PRITCHARD SUPPLY, INC SEP'26 FUSES AND PULLER AVR 318.13 FOSTERS' GARDENS INC JUL'26 AVR INTERIOR PLANT MAINTENANCE 110.00 FOSTERS' GARDENS INC AUG'26 AVR INTERIOR PLANT MAINTENANCE 110.00 FOSTERS' GARDENS INC SEP'26 AVR INTERIOR PLANT MAINTENANCE 110.00 TEAM ONE MANAGEMENT AUG'26 JANITORIAL SERVICES - AVR 5,600.00 L & O ALISO VIEJO, LLC FALL2026-ATM249 PICKLEBALL-5 PARTICIPANTS 243.75 L & O ALISO VIEJO, LLC FALL2026-ATM246 RESTORE&RELEASE-2 PARTICIPANTS 26.00 JENNIFER BALES FALL2026-ATM017 STORYTIME-5 PARTICIPANTS 75.00 AARON FLORA AUG'26 RENEWABLE FARMS 23,064.64
SHI INTERNATIONAL CORP 6/04/26-6/03/27 VERKADA CAMERA LICENCE AVR 10,294.19 HCI SYSTEMS, INC FIRE SUPPRESSION INSPECTION TESTING AVR 440.00 US BANK PURCHASING CARD PROGRAM JNL 7/28 AUG'26 SPOTIFY-RCS DEPARTMENT ACCOUNT 18.99 US BANK PURCHASING CARD PROGRAM JNL 7/28 CANVA-SUBSCRIPTION RENEWAL 119.40 US BANK PURCHASING CARD PROGRAM JNL 7/28 WAYFAIR-GREENROOM FURNITURE REPLACEMENT 459.00 US BANK PURCHASING CARD PROGRAM JNL 7/28 WAYFAIR-GREENROOM FURNITURE REPLACEMENT 885.67 RECREATION SERVICES TOTAL: 79,369.47
GF-AV RECREATION SERVICES TOTAL: 79,369.47
203 - GAS TAX
STREET MAINTENANCE
PV MAINTENANCE INC AUG'26 PVM STREET MAINTENANCE GAS TAX 30,720.28 BEAR ELECTRICAL SOLUTIONS INC JUL'26 TRAFFIC SIGNAL MAINTENANCE ROUTINE 3,225.90 BEAR ELECTRICAL SOLUTIONS INC JUL'26 TRAFFIC SIGNAL MAINTENANCE RESPONSE 5,243.44 SO CAL EDISON AUG'26 ACCT#7241 LS1 ST LIGHTS ELECTRICITY 18,762.52 SO CAL EDISON AUG'26 ACCT#6377 LS2 ST LIGHTS ELECTRICITY 1,258.14 SO CAL EDISON AUG'26 ACCT#8254 TC1 ST LIGHTS ELECTRICITY 4,091.38 UNDERGROUND SERVICE ALERT OF SOUTHERN CA AUG'26 USA DATABASE MAINT + 15 TICKETS 42.65 NIEVES LANDSCAPE INC JUL'26 LANDSCAPE MAINTENANCE MEDIANS 1,749.94 SCA OF CA LLC JUL'26 STREET SWEEPING SERVICES 11,297.00 SCA OF CA LLC AUG'26 STREET SWEEPING SERVICES 11,297.00 MOULTON NIGUEL WATER DIST ACCT#64613/64615/65346 MEDIANS WATER SVC 1,370.91 PV MAINTENANCE INC AUG'26 PVM 57 JOURNEY REPAIR 22,660.00 SO CAL EDISON AUG'26 ACCT#2125 GS1 MEDIAN ELECTRICITY 65.71 STREET MAINTENANCE TOTAL: 111,784.87
GAS TAX TOTAL: 111,784.87
204 - MEASURE M
GEN-MEASURE M
OCY MANAGEMENT, LLC AUG'26 SMP TRANSPORATATION SVC 1,984.00 GEN-MEASURE M TOTAL: 1,984.00
MEASURE M TOTAL: 1,984.00
215 - PUBLIC SAFETY GRANTS
LAW ENFORCEMENT-OTHER
COUNTY OF ORANGE SEP'26 E-CITATION REPLACEMENT COSTS 195.31 COUNTY OF ORANGE SEP'26 MDC REPLACEMENT COSTS 1,637.19
COUNTY OF ORANGE SEP'26 E-CITATION RECURRING COSTS 465.27 COUNTY OF ORANGE SEP'26 MOTORCYCLE 3,443.42
COUNTY OF ORANGE SEP'26 MDC RECURRING COSTS 5,018.94
COUNTY OF ORANGE SEP'26 AUTOMATED FINGERPRINT IDENTIFICATION SYSTEM 1,670.00 LAW ENFORCEMENT-OTHER TOTAL: 12,430.13
PUBLIC SAFETY GRANTS TOTAL: 12,430.13
225 - INTEGRATED WASTE MGMT FD
GEN-TECHNOLOGY GRANTS
CHARLES ABBOTT ASSOC INC JUL'26 CAA CONTRACT SERVICES-SB1383 1,862.00 GEN-TECHNOLOGY GRANTS TOTAL: 1,862.00
INTEGRATED WASTE MGMT FD TOTAL: 1,862.00
23 Vendor Name Description (Item) Amount
231 - OTHER GRANTS
OTHER GRANTS
COUNTY OF ORANGE SEP'26 BEHAVIORAL HEALTH BUREAU - PLHA GRANT 2,652.50 LAURA'S HOUSE AUG'26 PLHA GRANT REIMBURSEMENT-CASE MANAGEMENT 1,288.00 ALISO VIEJO COMMUNITY ASSOCIATION OCT-DEC'26 35 PLAYA CIR MASTER HOA FEES 157.18 ALISO VIEJO COMMUNITY ASSOCIATION OCT-DEC'26 38 COLONIAL WAY MASTER HOA FEES 172.17 ALISO VIEJO COMMUNITY ASSOCIATION OCT-DEC'26 89 PLAYA CIR MASTER HOA FEES 157.18 OTHER GRANTS TOTAL: 4,427.03
OTHER GRANTS TOTAL: 4,427.03
241 - TECHNOLOGY FUND
GEN-TECHNOLOGY GRANTS
COX COMMUNICATIONS, INC AUG-SEP'26 ACCT#4801 PEG 150.00 COX COMMUNICATIONS, INC JUL-AUG'26 ACCT#4801 PEG 150.00 WESTERN A/V COUNCIL CHAMBER VOTING EQUIPMENT-FINAL PAYMENT 13,095.14 GEN-TECHNOLOGY GRANTS TOTAL: 13,395.14
TECHNOLOGY FUND TOTAL: 13,395.14
261 - CITY FAC.-AQUATIC CENTER
PREMIER AQUATIC SERVICES JUL'26 AQC MANAGEMENT FEE RETENTION (1,208.30) PREMIER AQUATIC SERVICES AUG'26 AQC MANAGEMENT FEE RETENTION (1,208.30) PREMIER AQUATIC SERVICES SEP'26 AQC MANAGEMENT FEE RETENTION (1,208.30) -3,624.90
GEN-AQUATIC CENTER
COX COMMUNICATIONS, INC JUL-SEP'26 ACCT#6701 AQC INTERNET 1,551.40 SONITROL ORANGE COUNTY LLC JUL'26 AVAC ACCESS CONTROL 245.46 SONITROL ORANGE COUNTY LLC AUG'26 AVAC ACCESS CONTROL 245.46 SONITROL ORANGE COUNTY LLC SEP'26 AVAQ ACCESS CONTROL 245.46 PREMIER AQUATIC SERVICES JUL'26 AQC MANAGEMENT FEE 12,083.00 PREMIER AQUATIC SERVICES AUG'26 AQC MANAGEMENT FEES 12,083.00 PREMIER AQUATIC SERVICES SEP'26 AQC MANAGEMENT FEES 12,083.00 NIEVES LANDSCAPE INC JUL'26 LANDSCAPE MAINTENANCE AQC 1,006.80 NIEVES LANDSCAPE INC JUL'26 LANDSCAPE MAINTENANCE- PLANTS AQC 501.04 US BANK PURCHASING CARD PROGRAM KB 7/23 HOMEDEPOT-GATE REPAIR AVAC 36.92 MOULTON NIGUEL WATER DIST ACCT#64095/64096 AQC WATER SVC 1,529.30 FACILITRON, INC. 7/6-8/6/26 CUSD FACILITY- PREMIER WATERPOLO 1,747.80 THE GAS COMPANY 8/05/26-9/04/26 MTR#15916233 GAS SVC AQC 794.21 HASA INC AUG'26 AQC POOL CHEMICALS-CHLORINE & ACID 1,974.30 HASA INC SEP'26 AQC POOL CHEMICALS - ACID 363.61
HASA INC SEP'26 AQC POOL CHEMICALS-BI CARB 509.31
SONITROL ORANGE COUNTY LLC OCT'26 AVAC ACCESS CONTROL 245.46 CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC AUG'26 CONTACTOR REPLACEMENT - AQC 933.65 TEAM ONE MANAGEMENT SEP'26 JANITORIAL SERVICES - AVAC 2,932.64 PREMIER AQUATIC SERVICES AUG'26 AQC COSTCO-CONCESSIONS 8/14 90.68 PREMIER AQUATIC SERVICES AUG'26 AQC COSTCO-CONCESSIONS 8/20 14.99 PREMIER AQUATIC SERVICES AUG'26 AQC COSTCO-CONCESSIONS 8/10 43.24 PREMIER AQUATIC SERVICES AUG'26 AQC JACKRABBIT-SERVICE PLATFORM 8/03 283.50 PREMIER AQUATIC SERVICES AUG'26 AQC SCP-POOL CHEMICALS 8/10 84.71 PREMIER AQUATIC SERVICES AUG'26 AQC SCP-POOL CHEMICALS 8/31 107.71 PREMIER AQUATIC SERVICES AUG'26 AQC SCP-POOL CHEMICALS 8/20 127.46 PREMIER AQUATIC SERVICES AUG'26 AQC AMAZON-OFFICE SUPPLIES 8/10 9.58 PREMIER AQUATIC SERVICES AUG'26 AQC OFFICE SUPPLIES 8.11.26 15.08 PREMIER AQUATIC SERVICES AUG'26 AQC MFASCO-FIRST AIDE SUPPLIES 8/13 73.69 PREMIER AQUATIC SERVICES AUG'26 AQC AMAZON-BATHROOM SUPPLIES 8/26 75.25 PREMIER AQUATIC SERVICES AUG'26 AQC REV-MERCHANDISE GOGGLES 8/29 1,363.56 PREMIER AQUATIC SERVICES AUG'26 AQC INDEED-MARKETING 8/31 40.08 PREMIER AQUATIC SERVICES AUG'26 AQC META-MARKETING 8/29 37.12 PREMIER AQUATIC SERVICES AUG'26 AQC INDEED-MARKETING 8/13 109.92 PREMIER AQUATIC SERVICES AUG'26 AQC META-MARKETING 8/05 171.07 PREMIER AQUATIC SERVICES AUG'26 AQC META-MARKETING 8/23 179.78 PREMIER AQUATIC SERVICES AUG'26 AQC META-MARKETING 8/14 179.92 PREMIER AQUATIC SERVICES AUG'26 AQC GOOGLE-MARKETING 8/31 347.70 PREMIER AQUATIC SERVICES AUG'26 AQC DJAESPTA-COMM ENGAGEMENT MARKETING 8/09 571.09 24 Vendor Name Description (Item) Amount
SHI INTERNATIONAL CORP 6/04/26-6/03/27 VERKADA CAMERA LICENSE AVAC AVCC 5,147.09 GEN-AQUATIC CENTER TOTAL: 60,185.04
CITY FAC.-AQUATIC CENTER TOTAL: 56,560.14
311 - STREET IMPROVEMENTS
ALL AMERICAN ASPHALT ALISO VIEJO PARKWAY-PROGRESS PAYMENT 2-RETENTION (58,672.13) PALP INC DBA EXCEL PAVING COMPANY CEDARBROOK STREET REHAB - PROGRESS PAYMENT #2 RET (7,725.00) -66,397.13
STREETS & HIGHWAYS
ALL AMERICAN ASPHALT ALISO VIEJO PARKWAY REHAB - PROGRESS PAYMENT 2 1,173,442.52 PALP INC DBA EXCEL PAVING COMPANY CEDARBROOK STREET REHAB - PROGRESS PAYMENT #2 154,500.00 STREETS & HIGHWAYS TOTAL: 1,327,942.52
STREET IMPROVEMENTS TOTAL: 1,261,545.39
331 - CAPITAL IMPROVEMENTS
BENA BUILDERS INC CITY HALL FRONT COUNTER RECONFIG-RETENTION PMT 2 (1,337.50) -1,337.50
CAPITAL IMPROVEMENTS
BENA BUILDERS INC CITY HALL FRONT COUNTER RECONFIGURE-PROGRESS PMT 2 26,750.00 CAPITAL IMPROVEMENTS TOTAL: 26,750.00
CAPITAL IMPROVEMENTS TOTAL: 25,412.50
332 - STORM WATER
DRAINAGE IMPROVEMENTS
PV MAINTENANCE INC AUG'26 PVM WOOD CANYON WETLANDS MAINTENANCE 482.50 DRAINAGE IMPROVEMENTS TOTAL: 482.50
STORM WATER TOTAL: 482.50
GRAND TOTAL: 4,742,423.48
Fund Summary
Fund Expense Amount Payment Amount
101 - GENERAL FUND 3,142,840.66 3,142,840.66
102 - GEN. FD-CITY HALL 30,329.65 30,329.65
103 - GF-AV RECREATION SERVICES 79,369.47 79,369.47
203 - GAS TAX 111,784.87 111,784.87
204 - MEASURE M 1,984.00 1,984.00
215 - PUBLIC SAFETY GRANTS 12,430.13 12,430.13
225 - INTEGRATED WASTE MGMT FD 1,862.00 1,862.00
231 - OTHER GRANTS 4,427.03 4,427.03
241 - TECHNOLOGY FUND 13,395.14 13,395.14
261 - CITY FAC.-AQUATIC CENTER 56,560.14 56,560.14
311 - STREET IMPROVEMENTS 1,261,545.39 1,261,545.39
331 - CAPITAL IMPROVEMENTS 25,412.50 25,412.50
332 - STORM WATER 482.50 482.50
Grand Total: 4,742,423.48 4,742,423.48
25 Accounts Payable Payable Dates: 8/28/2026 - 9/24/2026 9/30/2026 12:18:55 PM Page 9 of 11
Report Summary
Fund Summary
Fund Payment Amount
101 - GENERAL FUND 3,142,840.66
102 - GEN. FD-CITY HALL 30,329.65
103 - GF-AV RECREATION SERVICES 79,369.47
203 - GAS TAX 111,784.87
204 - MEASURE M 1,984.00
215 - PUBLIC SAFETY GRANTS 12,430.13
225 - INTEGRATED WASTE MGMT FD 1,862.00
231 - OTHER GRANTS 4,427.03
241 - TECHNOLOGY FUND 13,395.14
261 - CITY FAC.-AQUATIC CENTER 56,560.14
311 - STREET IMPROVEMENTS 1,261,545.39
331 - CAPITAL IMPROVEMENTS 25,412.50
332 - STORM WATER 482.50
Grand Total: 4,742,423.48
Account Summary
Account Number Account Name Payment Amount
101-1203-000 ACCOUNTS RECEIVABLE 15,097.57
101-2104-000 INTEREST PAYABLE 233.62
101-2505-000 DENTAL INSURANCE PA… 1,985.41
101-2506-000 MEDICAL INSURANCE P… 36,695.34
101-2507-000 LIFE INSURANCE PAYABLE 1,780.04
101-2508-000 VISION INSURANCE PAY… 307.34
101-2602-000 PLANNING DEPOSIT 1,190.00
101-2603-000 ENGINEERING DEPOSIT 2,292.00
101-2606-000 C & D DEPOSIT 2,500.00
101-4-1101-4520-000 MTGS/CONF./TRNG & D… 80.00
101-4-1501-4206-000 MEDICAL INSURANCE 162.00
101-4-1501-4520-000 MTGS/CONF./TRNG & D… 413.29
101-4-1501-4521-000 MEMBERSHIP & DUES 400.00
101-4-1501-4601-000 SUPPLIES 26.25
101-4-1502-4781-000 C.S-OTHER 1,828,521.80
101-4-1503-4309-000 OTHER CONTRACTUAL S… 102.90
101-4-1503-4520-000 MTGS/CONF./TRNG & D… 150.00
101-4-1503-4612-000 OPERATING SUPPLIES 144.00
101-4-1601-4520-000 MTGS/CONF./TRNG & D… 125.00
101-4-1601-4521-000 MEMBERSHIP & DUES 300.00
101-4-1601-4611-000 PUBLICATIONS/REF MAT… 545.48
101-4-2501-4301-000 PROFESSIONAL SERVICES 1,550.00
101-4-2501-4309-000 OTHER CONTRACTUAL S… 363.02
101-4-2501-4520-000 MTGS/CONF./TRNG & D… 825.00
101-4-2501-4541-000 SUBSCRIPTION FINANCI… 8,844.71
101-4-2501-4542-000 SUBSCRIPTION FINANCI… 48.78
101-4-3101-4305-000 TECHNOLOGY SERVICES 9,941.31
101-4-3101-4481-000 COMPUTER EXPENSE 53,393.50
101-4-3101-4520-000 MTGS/CONF./TRNG & D… 4,500.00
101-4-3101-4521-000 MEMBERSHIP AND DUES 230.00
101-4-3501-4306-000 WEBSITE SERVICES 10,829.73
101-4-3501-4421-000 EQUIPMENT RENTAL 338.59
101-4-3501-4422-000 EQUIP RENTAL LEASE - P… 1,931.65
101-4-3501-4431-000 BUILDING & GROUND M… 2,600.27
101-4-3501-4513-000 PRINTING 186.40
101-4-3501-4517-000 VEHICLE MAINTENANCE 892.67
101-4-3501-4522-000 INSURANCE EXPENSES 2,443.00
101-4-3501-4542-000 INTEREST EXPENSE - LEA… 147.58
101-4-3501-4553-000 COMMUNITY BRANDING 7,083.12
101-4-3501-4601-000 SUPPLIES 625.96
26 Accounts Payable Payable Dates: 8/28/2026 - 9/24/2026 9/30/2026 12:18:55 PM Page 10 of 11
Account Summary
Account Number Account Name Payment Amount
101-4-3501-4612-000 OPERATING SUPPLIES 1,392.77
101-4-4101-4206-000 MEDICAL INSURANCE 324.00
101-4-4101-4501-000 ADVERTISING & PROMO… 83.21
101-4-4101-4520-000 MTGS/CONF./TRNG & D… 2,004.50
101-4-4101-4522-000 INSURANCE EXPENSES 598.00
101-4-4101-4524-000 RECREATION-SENIOR TR… 496.00
101-4-4101-4527-000 REC-CITY SPECIAL EVENTS 6,038.26
101-4-4101-4529-000 REC-YOUTH PROGRAMS 2,750.00
101-4-4101-4533-000 COMMUNITY ASSISTAN… 4,250.00
101-4-4101-4601-000 SUPPLIES 481.33
101-4-4102-4411-000 UTILITIES 162.34
101-4-4102-4431-000 BUILDING & GROUND M… 14,999.20
101-4-4103-4411-000 UTILITIES 2,471.93
101-4-4103-4431-000 BUILDING & GROUND M… 3,351.40
101-4-4401-4206-000 MEDICAL INSURANCE 162.00
101-4-4401-4309-000 OTHER CONTRACTUAL S… 4,385.00
101-4-4402-4751-000 C.S-BUILDING 86,727.13
101-4-4403-4761-000 C.S-CODE ENFORCEMENT 12,955.00
101-4-4501-4471-000 RENT 1,745.70
101-4-4501-4520-000 MTGS/CONF/TRNG & D… 115.20
101-4-4501-4701-000 NPDES 591.90
101-4-4503-4771-000 C.S-STREET MAINTENAN… 53,772.77
101-4-5101-4308-000 LAW ENFORCEMENT 940,079.80
101-4-5102-4462-000 EQUIP MAINT-800MHZ … 1,347.94
101-4-5102-4516-000 FUEL 575.00
101-4-5102-4612-000 OPERATING SUPPLIES 278.95
101-4-5401-4471-000 RENT 874.00
102-4-3501-4411-000 UTILITIES 11,427.01
102-4-3501-4431-000 BUILDING & GROUND M… 18,902.64
103-4-4105-4305-000 TECHNOLOGY SERVICES 14,803.08
103-4-4105-4309-000 OTHER CONTRACTUAL S… 4,810.77
103-4-4105-4411-000 UTILITIES 6,762.00
103-4-4105-4431-000 BUILDING & GROUND M… 14,894.65
103-4-4105-4451-000 FARM OPERATING EXPE… 24,972.50
103-4-4105-4561-000 TAXES/FEES/PERMITS 2,974.24
103-4-4105-4570-000 CITY CAMP EXPENSE 7,787.32
103-4-4105-4612-000 OPERATING SUPPLIES 1,020.24
103-4-4105-4620-000 MINOR EQUIPMENT 1,344.67
203-4-4503-4411-000 UTILITIES 25,548.66
203-4-4503-4771-000 C.S-STREET MAINTENAN… 63,642.21
203-4-4503-4772-000 C.S-STREET SWEEPING 22,594.00
204-4-6104-4309-000 OTHER CONTRACTUAL S… 1,984.00
215-4-5102-4803-000 PUBLIC SAFETY EQUIPM… 12,430.13
225-4-6141-4309-000 OTHER CONTRACTUAL S… 1,862.00
231-4-6131-4309-000 OTHER CONTRACTUAL S… 4,427.03
241-4-6141-4481-000 IT/COMPUTER EQUIPM… 13,395.14
261-2103-000 RETENTIONS PAYABLE -3,624.90
261-4-6161-7301-000 COST OF F&B 148.91
261-4-6161-7321-000 ANHS POOL RENTAL 1,747.80
261-4-6161-7402-000 COMPUTER EXPENSE 283.50
261-4-6161-7411-000 UTILITIES 3,874.91
261-4-6161-7421-000 BUILDING & GROUND M… 11,539.98
261-4-6161-7425-000 POOL MAINTENANCE 3,167.10
261-4-6161-7431-000 SUPPLIES 24.66
261-4-6161-7433-000 OPERATING SUPPLIES 148.94
261-4-6161-7435-000 MERCHANDISE 1,363.56
261-4-6161-7441-000 MARKETING 1,636.68
261-4-6161-7451-000 MANAGEMENT FEES 36,249.00
27 Accounts Payable Payable Dates: 8/28/2026 - 9/24/2026 9/30/2026 12:18:55 PM Page 11 of 11
Account Summary
Account Number Account Name Payment Amount
311-2103-000 RETENTIONS PAYABLE -66,397.13
311-4-8301-5701-000 CONSTRUCTION 1,327,942.52
331-2103-000 RETENTIONS PAYABLE -1,337.50
331-4-8701-5910-000 IMPROVEMENTS 26,750.00
332-4-8601-5911-000 REHABILITATION 482.50
Grand Total: 4,742,423.48
Project Account Summary
Project Account Key Payment Amount
**None** 3,364,061.65
0305911 482.50
0575910 26,750.00
1002FALL 371.75
1002SUMMERCAMP 4,439.02
10044309 4,427.03
1005-MUNI OPS 450.00
1385701 1,173,442.52
1405701 154,500.00
9014612 287.69
9314520 80.00
997-EXCURSION 3,102.77
997-LUNCH 203.30
997-TRANSPORTATION 4,481.25
ENG 2252 780.00
ENG 5004 1,188.00
ENG 5008 324.00
GPA-2026-01003 390.00
SB13834309 1,862.00
SDP-2026-01001 800.00
Grand Total: 4,742,423.48
28 City of Aliso Viejo
AGENDA ITEM
DATE: October 7, 2026
TO: Mayor and City Council
FROM: Ann Eifert, Director of Financial Services
SUBJECT: FIRST AMENDMENT TO THE PROFESSIONAL SERVICES
AGREEMENT WITH DAVIS FARR LLP FOR AUDITING SERVICES
Recommended Action:
1. Approve the First Amendment to the Agreement with Davis Farr LLP for professional auditing services, extending the term through June 30, 2027, and increasing compensation by $36,000 for a total contract amount not to exceed $165,000, and
2. Authorize the City Manager to execute the Amendment.
Fiscal Impact:
The estimated cost of the City's financial audit and related services is $36,000 for the renewal period and is included in the City's Adopted Fiscal Year 2026–27 Budget.
Background:
In accordance with the City’s Purchasing Policy, Staff initiated a Request for Proposals (RFP) for professional auditing services in February of 2023 and in May 2023 awarded a three-year contract with Davis Farr LLP. The contract included the option to renew the agreement for two additional one-year terms.
Discussion:
Staff requests approval to extend the agreement with Davis Farr LLP for an additional one-year term and to increase the total compensation by $36,000. The scope of work and services for the renewal term is unchanged from the original agreement and includes independent auditing services, review of Agreed Upon Procedures (AUP) on the City Treasurer’s Report, AUP on the GANN Limit Report, single audit for federal awards (if applicable), State Controller Report, City Street Report, and other auditing and accounting services as required.
29
Davis Farr LLP continues to provide the City with professional and timely services related to the City’s annual audit. Staff recommends renewing the contract to ensure continuity of the City’s annual audit process and timely completion of required financial reporting.
Attachment:
1. First Amendment with Davis Farr LLP
2. Original Agreement with Davis Farr LLP
30 60367.01100\33489405.1
- 1 -
CITY OF ALISO VIEJO
FIRST AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT
FOR AUDITING SERVICES
1. PARTIES AND DATE.
This First Amendment to the Professional Services Agreement for Auditing Services (“First Amendment”) is entered into on the ____ day of ________, 2026, by and between the City of Aliso Viejo (hereinafter referred to as the “City”) and Davis Farr LLP (hereinafter referred to as the “Consultant”). City and Consultant are sometimes collectively referred to herein as the “Parties.”
2. RECITALS.
2.1 Agreement. The Parties entered into an agreement entitled Professional Services Agreement for Auditing Services dated May 3, 2023. (“Agreement”).
2.2 First Amendment. The Parties now desire to amend the Agreement in order to renew the Agreement for an additional one-year term and to increase the total compensation under the Agreement by THIRTY-SIX THOUSAND Dollars ($36,000).
3. TERMS.
3.1 Term.
Pursuant to Section 3.1.2 of the Agreement, the City hereby exercises the option to renew the Agreement and extend the term of the Agreement for one year from July 1, 2026, to June 30, 2027, unless earlier terminated as provided in the Agreement.
3.2 Compensation.
The total compensation for the Services provided pursuant to the Agreement and this First Amendment shall not exceed ONE HUNDRED SIXTY-FIVE THOUSAND Dollars ($165,000) without written approval of the City Manager. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this First Amendment at the rates set forth in Exhibit “A” attached to the Agreement and incorporated herein by reference.
3.3 Declaration of Political Contributions. Prior to the City’s approval of this Amendment, Consultant shall submit to City a statement in writing declaring any political contributions of money, in-kind services, or loan made to any member of the City Council within the previous twelve-month period by the Consultant and all of their employees, including any employee(s) that Consultant intends to assign to perform the Services described in this First Amendment.
Docusign Envelope ID: 9859AC0B-0C6A-8E83-80FC-0D29E7C0EC17 230631
60367.01100\33489405.1
- 2 -
3.4 Continuing Effect of Agreement. Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
From and after the date of this First Amendment, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this First Amendment.
3.5 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this First Amendment.
3.6 Counterparts. This First Amendment may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
Docusign Envelope ID: 9859AC0B-0C6A-8E83-80FC-0D29E7C0EC17 230732
60367.01100\33489405.1
- 3 -
SIGNATURE PAGE FOR FIRST AMENDMENT TO PROFESSIONAL SERVICES
AGREEMENT FOR AUDITING SERVICES
BETWEEN THE CITY OF ALISO VIEJO AND DAVIS FARR LLP
IN WITNESS WHEREOF, the parties have executed this First Amendment to Agreement on this ____ day of __________, 2026.
CITY OF ALISO VIEJO
Approved:
By:
Brett Channing
City Manager
ATTEST:
By:_________________________________
Maria Kendig
City Clerk
APPROVED AS TO FORM:
___________________________________
Best Best & Krieger LLP
City Attorney
APPROVED AS TO COMPLIANCE
WITH BUDGET
By:
Ann Eifert
Director of Financial Services
DAVIS FARR LLP
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
By:
Its:
Printed Name:
By:
Its:
Printed Name:_________________________
Docusign Envelope ID: 9859AC0B-0C6A-8E83-80FC-0D29E7C0EC17 Jennifer Farr
Partner
230833
60367.01100\33489405.1
- 4 -
CITY OF ALISO VIEJO
DECLARATION OF POLITICAL CONTRIBUTIONS
Using the space provided below, please list any political contributions of money, in-kind services, or loans made to any member of the City Council within the last twelve (12) months by Consultant and all of Consultant’s employees, including any employee(s) that applicant intends to assign to perform the work or services described in this Agreement:
To the best of my knowledge, I declare under penalty of perjury that the foregoing is true and was executed at:
City/County/State Date
Name of Business Print Name
Signature
NOTE: THIS DECLARATION IS INCLUDED AS PART OF THE AGREEMENT AND MUST BE SIGNED AND ATTACHED HERETO.
Docusign Envelope ID: 9859AC0B-0C6A-8E83-80FC-0D29E7C0EC17 None
Jennifer Farr
Irvine/Orange County/CA 9/22/2026 | 10:00 AM PDT
Davis Farr LLP
230934
60367.01100\33489405.1
- 5 -
CITY OF ALISO VIEJO
ACKNOWLEDGMENT OF RECEIPT OF FRAUD POLICY
I hereby acknowledge that I have received a copy of the City’s “Fraud Prevention Policy” dated October 1, 2008. I understand that I am to promptly read its contents and distribute copies to employees assigned to perform Services for the City of Aliso Viejo.
To the extent that provisions of this policy conflict with previously issued policies or practices, whether or not such policies and practices were contained in written policies, this policy shall prevail.
Name of Business Print Name
Signature
Date
Docusign Envelope ID: 9859AC0B-0C6A-8E83-80FC-0D29E7C0EC17 Jennifer Farr
9/22/2026 | 10:00 AM PDT
Davis Farr LLP
231035
60367.01100\33489405.1
A-1
EXHIBIT “A”
COMPENSATION
Docusign Envelope ID: 9859AC0B-0C6A-8E83-80FC-0D29E7C0EC17 231136
CITY OF ALISO VIEJO
PROFESSIONAL SERVICES AGREEMENT
FOR
AUDITING SERVICES
1. PARTIES AND DATE.
This Agreement is made and entered into this -7,4 day of )•./\ a , 2023, by and between the City of Aliso Viejo, a municipal corporation organized under the laws ofthe State of California with its principal place of business at 12 Journey, Suite 100, Aliso Viejo, California 92656 (" City") and Davis Farr LLP, a limited liability partnership, with its principal place of business at 18201 Von Karman Avenue, Suite 1100, Irvine, CA 92612 (" Consultant"). City and Consultant are sometimes individually referred to herein as " Party" and collectively as " Parties."
2. RECITALS.
2. 1 Consultant.
Consultant desires to perform and assume responsibility for providing professional services relating to independent auditing services as required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional AUDITING SERVICES to public client and are duly authorized to practice and are licensed by the California State Board ofAccountancy.
2. Project.
City desires to engage Consultant to render such services for the City' sauditing services Project") as set forth in this Agreement.
3. TERMS.
3. 1 Scope of Services and Term.
3. 1. General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional auditing services for the Project Services"). The Services are more
Proposal, attached hereto and incorporated
particularly
herein by
described
reference as
in
Exhibit "
Exhibit "
B".
A"
All
and
Services
Consultant' s
shall
be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.
3. 1. 2 Term. The term of this Agreement shall be from May 3, 2023 to June 30, 2026, unless earlier terminated as provided herein. The City Manager shall have the unilateral option, at its sole discretion, to renew this Agreement annually for no more than two additional one- year terms. Consultant shall complete the Services within the tern of this Agreement, and shall meet any other established schedules and deadlines. 60367. 01100\ 33488377. 1
37 3. 2 Responsibilities of Consultant.
3. 2. 1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant shall complete, execute, and submit to City a Request for Taxpayer Identification Number and Certification ( IRS FormW- 9) prior to commencement of any Services under this Agreement. Neither City, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Consultant or any of Consultant' sofficers, employees, or agents, except as set forth in this Agreement. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant' s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.
3. 2. Schedule of Services.
3. 2.1 Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit " C" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant' sconformance with the Schedule, City shall respond to Consultant' ssubmittals in a
timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3. 2. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non -performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party' s performance and is one or more of the following: (1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; ( 3) orders of governmental authorities ( including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the Services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the Services, only to the extent such strikes and other organized labor action are beyond the control of Consultant and its subcontractors, and to the extent the effects thereof cannot be avoided by use of replacement workers; and ( 5) pandemics, epidemics or quarantine restrictions. For purposes of this section, orders of governmental authorities," includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the Services and Agreement.
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38 3. 2. Should a Force Majeure Event occur, the non -performing Party shall, within a reasonable time ofbeing prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Force Majeure Events and/ or delays, regardless of the Party responsible for the delay, shall not entitle Consultant to any additional compensation.
Notwithstanding the foregoing in this section, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.
3. 2. Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval ofCity.
3. 2. 4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request ofthe City.
The key personnel for performance of this Agreement are as follows:
Jennifer Farr, Partner
Tiffany Lam, Senior Manager
Claudia Espinoza, Audit Senior
3. 2. 5 City' sRepresentative. The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement (" City' s Representative"). City' sRepresentative shall have the power to act on behalf of the City for all purposes under this Contract. The City Manager hereby designates Ann Eifert, Director of Financial Services, or his or her designee, as the City' scontact for the implementation of the Services hereunder. Consultant shall not accept direction or orders from any person other than the City' sRepresentative or his or her designee.
3. 2. 6 Consultant' s Representative. Consultant hereby designates Jennifer Farr, Partner, or his or her designee, to act as its representative for the performance of this Agreement Consultant' sRepresentative"). Consultant' sRepresentative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant' s Representative shall supervise and direct the Services, using their best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3. 2. 7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City' sstaff, consultants and other staff at all reasonable times.
3-
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39 3. 2. 8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services and that such licenses and approvals shall be maintained throughout the term of this Agreement.
As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant' sfailure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub -consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion ofthe Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be reemployed to perform any of the Services or to work on the Project.
3. 2. 9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/ OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
3. 2. 10 Insurance.
3. 2. 10. Time for Compliance. Consultant shall not commence Work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.
3. 2. 10. Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder and without limiting the indemnity provisions of the Agreement, the Consultant in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement, the following policies of insurance. Ifthe existing policies do not meet the Insurance Requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so.
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40 a) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office " occurrence" form CG 0001, with minimum limits of at least $ 1, 000,00 per occurrence, and if written with an aggregate, the aggregate shall be double the per occurrence limit.
Defense costs shall be paid in addition to the limits.
The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; or (3) contain any other exclusion contrary to the Agreement.
b) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering " Any Auto" (Symbol 1) with minimum limits of 1, 000,00 each accident.
c) Professional Liability: Professional Liability insurance with minimum limits of $1, 000,00. Covered professional services shall specifically include all work to be performed under the Agreement and delete any exclusions that may potentially affect the work to be performed ( for example, any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks, laboratory analysis, soil work, etc.).
If coverage is written on a claims -made basis, the retroactive date shall precede the effective date of the initial Agreement and continuous coverage will be maintained or an extended reporting period will be exercised for a period of at least three ( 3) years from termination or expiration of this Agreement.
d) Workers' Compensation: Workers' Compensation Insurance, as required by the State of California and Employer' s Liability Insurance with a limit of not less than $ 1, 000,00 per accident for bodily injury and disease.
3. 2. 10. 3 Endorsements. Required insurance policies shall not be in compliance ifthey include any limiting provision or endorsement that has not been submitted to the City for approval.
a) The policy or policies of insurance required by Section 3. 2. 10. (a) Commercial General Liability shall be endorsed to provide the following:
1) Additional Insured: The City of Aliso Viejo, its officials, officers, employees, agents, and volunteers shall be
additional insureds with regard to liability and defense of 5 60367. 01100\ 33488377. 1
41 suits or claims arising out of the performance of the Agreement.
Additional Insured Endorsements shall not ( 1) be restricted to " ongoing operations"; (2) exclude " contractual liability"; 3) restrict coverage to " sole" liability of Consultant; or (4) contain any other exclusions contrary to the Agreement. 2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a
thirty ( 30) day
written notice of cancellation has been served upon the City except ten ( 10) days shall be allowed for non- payment of premium.
b) The policy or policies of insurance required by Section 3. 2. 10. (b) Automobile Liability and ( c) Professional Liability shall be endorsed to provide the following:
1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a
thirty ( 30) day
written notice of cancellation has been served upon the City except ten ( 10) days shall be allowed for non- payment of premium.
c) The policy or policies of insurance required by Section 3. 2. 10. (d) Workers' Compensation shall be endorsed to provide the following:
1) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the indemnified parties.
2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a
thirty ( 30) day
written notice of cancellation has been served upon the City except ten ( 10) days shall be allowed for non- payment of premium.
3. 2. 10. 4 Primary and Non -Contributing Insurance. All insurance coverages shall be primary and any other insurance, deductible, or self- insurance maintained by the indemnified parties shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
3. 2. 10. 5 Waiver of Subrogation. Required insurance coverages shall not prohibit Consultant from waiving the right of subrogation prior to a loss. Consultant shall waive all subrogation rights against the indemnified parties. Policies shall contain or be endorsed to contain such provisions.
6 60367. 01100\ 33488377. 1
42 3. 2. 10. 6 Deductible. Any deductible or self -insured retention must be approved in writing by the City and shall protect the indemnified parties in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self -insured retention.
3. 2. 10. 7 Evidence of Insurance. The Consultant, concurrently with the execution ofthe Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates and endorsements on forms approved by the City. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf At least fifteen ( 15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced, Consultant shall, within ten ( 10) days after receipt ofwritten notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.
3.2. 10. 8 Failure to Maintain Coverage. Consultant agrees to suspend and cease all operations hereunder during such period oftime as the required insurance coverage is not in effect and evidence of insurance has not been furnished to the City. The City shall have the right to withhold any payment due Consultant until Consultant has fully complied with the insurance provisions of this Agreement.
In the event that the Consultant' s
operations are suspended for failure to
maintain required insurance coverage, the Consultant shall not be entitled to an extension of time for completion of the Services because of production lost during suspension.
3. 2. 10. 9 Acceptability of Insurers. Each such policy shall be from a company or companies with a current A. M. Best' s rating of no less than A: VII and authorized to do business in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
3. 2. 10.0 Insurance for Subconsultants. All Subconsultants shall be included as additional insureds under the Consultant' s policies, or the Consultant shall be
responsible for causing Subconsultants to purchase the appropriate insurance in compliance with the terms ofthese Insurance Requirements, including adding the City as an Additional Insured to the Subconsultant' s
policies.
3. 2. 11 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature ofthe work and the conditions under which the work is to be performed. Safety precautions where applicable shall include, but shall not be limited to: (A) adequate life protection and life saving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing 7 60367. 01100\ 33488377. 1
43 apparel as are necessary or lawfully required to prevent accidents or injuries; and ( C) adequate facilities for the proper inspection and maintenance of all safety measures.
3. Fees and Payments.
3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit " D" attached hereto and incorporated herein by reference. The total compensation shall not exceed One Hundred Twenty -Nine Thousand, ($ 129, 000) ("Total Compensation") without written approval of City' s City Manager. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed and hours of Services rendered by Consultant.
The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all non -disputed and approved charges thereon.
3. Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.
3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, " Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.
3. 4 Accounting Records.
3. 4. 1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal
business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three ( 3) years from the date of final payment under this Agreement.
3. 5 General Provisions.
3. 5. 1 Termination of Agreement.
3. 5.1. Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven ( 7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and 8-
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44 Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.
3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen ( 15) days of the request.
3. 5.1. Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.5. 2 Delivery ofNotices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant:
Davis Farr
Attn: Jennifer Farr, Partner
18201 Von Karman Ave, Suite 1100
Irvine, CA 92612
City:
City ofAliso Viejo
12 Journey, Suite 100
Aliso Viejo, CA 92656
Attn: Ann Eifert, Director of Financial Services
Such notice shall be deemed made when personally delivered or when mailed, forty- eight 48) hours after deposit in the U. S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless ofthe method of service.
3. 5. Ownership of Materials and Confidentiality.
3. 5.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non- exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (" Documents & Data"). Consultant shall require all subconsultants to agree in writing that City is granted a non- exclusive and perpetual license for 9-
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45 any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data.
Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City' ssole risk.
3. 5.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Consultant in connection with the performance ofthis Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City' s name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3. 5. Confidential Information. The City shall refrain from releasing Consultant' s
proprietary information (" Proprietary Information") unless the City' slegal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information.
Consultant shall have five (5) working days after receipt ofthe Release Notice to give City written notice of Consultant' s
objection to the City' srelease ofProprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense ( including attorney' sfees) arising out of a legal
action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: ( 1) Consultant fails to fully indemnify, defend ( with City' s choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/ or (2) a final and non -appealable order by a court of competent jurisdiction requires that City release such information.
3. 5. 4 Fraud Policy. Consultant shall provide a
copy of the City' s Fraud
Prevention Policy to each of its employees assigned to perform Services under this Agreement.
Consultant shall submit to the City a statement signed by an authorized representative for Consultant certifying receipt of the City' s Fraud Prevention Policy. A finding by the City that any of Consultant' s
employees have committed fraud against the City or have violated the City' sFraud Prevention Policy shall be grounds for appropriate discipline, up to and removal from performance of this Agreement at City' s request and/ or including
termination
such employee' s
of this
Agreement. Consultant shall reimburse the City for any costs and expenses associated with fraud against the City.
10-
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46 3. 5. Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.
3. 5.6 Attorney' s Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney' sfees and all other costs of such action.
3. 5.7 Indemnification.
3. 5.7.1 To the fullest extent permitted by law, Consultant shall defend with counsel of City' schoosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors,
Services, the Project
consultants
or this
or agents in connection with the performance of the Consultant' s Agreement, including without limitation the payment of all damages, expert witness fees and attorneys fees and other related costs and expenses except such loss or damage caused by the sole negligence or willful misconduct of the City. Consultant' s obligation
to indemnify shall survive expiration or termination ofthis Agreement and shall not be restricted to insurance proceeds, if any, received by the Consultant or the City, its officials, officers, employees, agents or volunteers.
3. 5.7.2 If Consultant' s
obligation to defend, indemnify, and/ or hold
harmless arises out of Consultant' s
performance as a " design professional" (as that term is defined under Civil Code section 2782. 8), then, and only to the extent required by Civil Code section 2782. 8, which is fully incorporated herein, Consultant' sindemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant' sliability for such claim, including the cost to defend, shall not exceed the Consultant' s
proportionate percentage of fault.
3. 5. 8 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.
3. 5. 9 Governing Law. This Agreement shall be governed by the laws ofthe State of California. Venue shall be in Orange County.
3. 5. 10 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3. 6 City' s Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.
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47 3. 7 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.
3. 8 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.
3. 9 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days.
All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3. 10 Amendment; Modification. No supplement, modification, or amendment ofthis Agreement shall be binding unless executed in writing and signed by both Parties.
3. 11 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3. 12 No Third Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3. 13 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3. 14 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation ofthis warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee ofCity, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3. 15 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or 12 -
60367. 01100\ 33488377. 1
48 applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non- discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City' s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3. 16 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker' sCompensation or to undertake self- insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.
3. 17 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3. 18 Counterparts. This Agreement may be signed in counterparts, each ofwhich shall constitute an original.
3. 19 Declaration of Political Contributions. Consultant shall, throughout the term of this Agreement, submit to City an annual statement in writing declaring any political contributions of money, in -kind services, or loan made to any member of the City Council within the previous twelve- month period by the Consultant and all of Consultant' s employees, including any
employee( s) that Consultant intends to assign to perform the Services described in this Agreement.
3. 20 Subcontracting.
3. 20. 1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
Signatures on following page.]
13 -
60367. 01100\ 33488377. 1
49 SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF ALISO VIEJO AND [ INSERT NAME]
IN WITNESS WHEREOF, the parties have executed this Professional Services Agreement on this day of µm\.,‘ , 2023.
CITY OF ALISO VIEJO
A. proved:
By: 1
avid Doyle
City Manager
ATTEST:
By:
Mitzi Ortiz
City Clerk
APPROVED AS TO FORM:
Best esst & Krieger LLP
City Attorney
APPROVED AS TO COMPLIANCE
WITH BUDGET
By:
Ann Eifert
Director of Financial Services
60367. 01100\ 33488377. 1
14 -
DAVIS FARR, LLP
If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
Its: AL4-, e/-
Printed Name: c... J'e/?% 1 ; r 2
By:
Its:
Printed Name:
50 EXHIBIT "A"
SCOPE OF SERVICES
A. Scope of the Work to be Performed
The City of Aliso Viejo desires an Annual Comprehensive Financial Report ( ACFR) for the City of Aliso Viejo to be prepared by the independent auditor for the fiscal years ended June 30, 2023 through June 30, 2025, with the option of providing services for an additional two fiscal years. The City submits its ACFR to the Government Finance Officers Association ( GFOA) for review in their Certificate of Achievement for Excellence in Financial Reporting program. The City has received this award since incorporation.
The selected independent auditor will be required to perform the following tasks:
1. The audit firm will perform an audit of all funds of the City of Aliso Viejo. The audit will be conducted in accordance with auditing standards generally accepted in the United States of America and Government Auditing Standards, issued by the Comptroller of the United States, and in compliance with the latest GASB pronouncements. The firm will render its auditors' report on the basic financial statements, which will include both Government - Wide Financial Statements and Fund Financial Statements. The audit firm will also apply limited audit procedures to Management' s Discussion and Analysis and
required supplementary information to the General Fund and each major fund of the City.
2. The City' s
Annual Comprehensive Financial Report ( ACFR) will be prepared by the audit firm. Ten ( 10) hardcopies and ( 1) digital copy in searchable Adobe Acrobat format must be provided for each audit year. The audit firm will prepare all financial statements and schedules as required for the preparation of the ACFR and schedules for the MD& A.
The City of Aliso Viejo has obtained the " Certificate of Achievement for Excellence in Financial Reporting" from the Government Finance Officers Association ( GFOA). It is the City' s intention to continue to receive this award annually and will expect the annual financial report to meet the requirements of that program.
3. The audit firm will perform a single audit on the expenditures of federal grants in accordance with OMB Uniform Guidance and render the appropriate audit reports on Internal Control over Financial Reporting based upon the audit of the City' sfinancial statements in accordance with Government Auditing Standards and the - appropriate reports on compliance with Requirements Applicable to each Major Program, Internal Control over Compliance and on the Schedule of Expenditures of Federal Awards in accordance with OMB Uniform Guidance. The single audit report will include appropriate schedule of expenditures of federal awards, footnotes, findings and questioned costs, including reportable conditions and material weaknesses, and follow up on prior audit findings where required.
4. The audit firm shall perform agreed - upon auditing procedures pertaining to the City' s
GANN Limit (Appropriations Limit) and render a letter annually to the City regarding compliance.
5. The audit firm shall issue a separate " management letter" that includes recommendations for improvements in internal control, accounting procedures and other A- 1
60367. 01100\ 33488377. 1
51 significant observations that are considered to be non - reportable conditions. Management letters shall be addressed to the City Manager and the Director of Financial Services/ City Treasurer.
6. The audit firm shall prepare the Annual State Controller' sReport and the Annual Street Report for the City of Aliso Viejo.
7. The audit firm shall review the City' s investment policy and portfolio.
8. The auditors will be consulted on an occasional basis throughout the year as an informational resource. Auditors may be asked to provide guidance on the implementation of Governmental Accounting Standards Board ( GASB) requirements and specifics of federal and state regulations as they may affect local government accounting. In addition, they may be asked to assist with the implementation of new pronouncements.
9. The firm' s partner/ manager may be required to present the ACFR to the City Council and may be required to occasionally attend a City Council meeting to explain or clarify financial statement information or accounting requirements Additional Auditing Services
The audit firm may be required to perform the following services:
10. Conduct a transient occupancy tax audit of hotels operating in Aliso Viejo.
Currently, there are two hotels located in the City.
11. Conduct an audit and financial review of the City' s cable franchise and other video service providers for compliance with franchise provisions.
12. Conduct a financial and compliance audit for the City' s Conference Center and
Aquatic Center.
13. Other audits/ financial reviews may also be identified during the term of the contract.
14. Timely prepare and file tax returns as requested by the City for the Aliso Viejo Public Facilities Corporation
B. Auditing Standards to be Followed
To meet the requirements of this Request for Proposals, the audit shall be performed in accordance with:
1. Generally accepted auditing standards as set forth by the American Institute of Certified Public Accountants;
2. The standards applicable to financial audits contained in the most current version of the Generally Accepted Government Auditing Standards, issued by the Comptroller General of the United States;
A- 2
60367. 01100\ 33488377. 1
52 3. The provisions of the Single Audit Act as amended in 1996; and
4. The provisions of OMB Uniform Guidance, Audits of State and Local Governments and Non -Profit Organizations.
5. Any other applicable standards for conducting examinations of those items outlined in the Scope of Services and/ or reports to be issued in conjunction therewith outlined in the section reports to be issued.
C. Working Paper Retention
All working papers and reports must be retained at the auditor' s expense for a minimum
of five ( 5) years, unless the firm is notified in writing by the City of Aliso Viejo of the need to extend the retention period. The auditor will be required to make working papers available to the City of Aliso Viejo or any government agencies included in the audit of federal grants. In addition, the firm shall respond to the reasonable inquiries of successor auditors and allow successor auditors to review working papers relating to matters of continuing accounting significance.
D. Irregularities and Illegal Acts
Auditors shall be required to make an immediate, written report of all irregularities and illegal acts or indications of illegal acts of which they become aware to the following parties: City Manager; Director of Financial Services/ City Treasurer; and the City Attorney.
A- 3
60367. 01100\ 33488377. 1
53 EXHIBIT "B"
CONSULTANTS PROPOSAL
B- 1
60367. 01100\ 33488377. 1
54 ar 01 avisF r
CERTIFIED PUBLIC ACCOUNTANTS
PROPOSAL FOR
FINANCIAL AUDITING
SERVICES FOR THE
CITY OF ALISO VIEJO
v
Prepared By:
Davis Farr LLP
18201 Von Karman Ave 1 Suite 1100
Irvine, CA 92612
Contact Person:
Jennifer Farr, CPA, MBA 1 Partner
Office: 949. 474. 2020 1 Direct: 949. 783. 1740
Email: jfarr@davisfarr. com
ALISO VIEJO
Line Life Inspired
Ann Eifert, Director of Financial Services
12 Journey, Suite 100
Aliso Viejo, CA 92656
55 CITY OF ALISO VIEJO
SUMMARY SHEET
Firm Name: Davis Farr LLP
Firm Parent or Ownership: Partnership
Firm Address: 18201 Von Karman Ave, Suite 1100, Irvine, CA 92612 Firm Telephone Number: 949- 474- 2020
Firm Fax Number: 949- 263- 5520
Number of years in existence: 8
Management Contact ( person responsible for direct contact with the City of Aliso Viejo and auditing services required for this Request for Proposals):
Name: Jennifer Farr
Title: Partner
Telephone Number: 949- 474- 2020
Email: JFarr@davisfarr. com
Fax: 949- 263- 5520
Project Manager ( Person responsible for managing the audit at the client site and preparation of the audit work papers):
Name: Tiffany Lam
Title: Manager
Telephone Number: 949- 474- 2020
Email: TLamm@davisfarr. com
Types of services provided by the firm:
Fax: 949- 263- 5520
Audit services for government agencies
Signature
Jennifer Farr
Print Name Title
This executed form must be submitted with the Proposal. 16 Partner
56 Table of Contents
Section A — About Davis Farr LLP
Section B — Firm Qualifications and Experience
Section C — References
Section D — Partner, Supervisory and Staff Qualifications and Experience Section E — Specific Audit Approach 6
Section F — Implementation of New GASB Pronouncements
1 3
4 5
Section G — Scope of Work
Section H — Proposed Timing of the Audit for FY 22/3
Section I — Segmentation of the Audit
RFP Forms
Declaration of Political Contributions
Fraud Policy
Acknwledgment of Insurance Requirements
APPENDIX
Resumes
Peer Review Documentation
11 57
01DavisFarr CERTIFIED PUBLIC ACCOUNTANTS
March 14, 2023
Ann Eifert, Director of Financial Services
City of Aliso Viejo
12 Journey, Suite 100
Aliso Viejo, CA 92656
Re: RFP for Professional Auditing Services
Dear Ms. Eifert,
Davis Farr LLP
18201 Von Korman Avenue 1 Suite 1100 1 Irvine, CA 92612 Main: 949. 474. 2020 1 Fax: 949. 263. 5520
We are pleased to provide our proposal to perform professional auditing services to the City of Aliso Viejo City") for the fiscal years ending June 30, 2023 through 2025 with the option to renew the contract for two subsequent fiscal years.
Our service philosophy is one of open and constant communication, a proactive approach and responsive, value- added services. We will listen to your ideas and concerns and will bring creative solutions to you in both financial and other operational areas. We are aware that while the City has solicited numerous proposals, Davis Farr LLP would be your best selection for the following reasons which are set forth in greater detail in our proposal:
We take a proactive leadership role in local government accounting and auditing issues. Jennifer Farr is the recent past Chair of the Government Accounting and Audit Committee of the Cal CPA Society and our Partners are active members of the CSMFO Professional Standards Committee, the GFOA Special Review Committee, and other organizations. Our Partners are frequent speakers on technical topics at conferences and training events throughout California, including the recent CSMFO Annual Conference where we presented on the topic of Compensated Absences.
We currently provide audit services to over 20 cities in Southern California. Our deep understanding of the issues facing California governments enables us to provide high quality audit services to the City of Aliso Viejo.
We extensively utilize data mining software to evaluate anomalies in your accounting data. This helps focus our auditors' attention on potential errors in the accounting records and transactions that could be more susceptible to fraud.
We appreciate the opportunity to share our credentials and look forward to developing our professional relationship. Our proposal remains a firm and irrevocable offer for 180 days. I look forward to you contacting me so that I may answer further any questions which you may have. You may contact me at (949) 783- 1740.
Very truly yours,
Jennifer Farr, CPA, MBA
Partner
58 City of Aliso Viejo I Proposal for Professional Auditing Services Section A — About Davis Farr LLP
Background Information — Davis Farr LLP is a full -service regional accounting firm that specializes in providing attest and advisory services to federal, state, and local governments out of our California and Washington offices. This engagement would be serviced by our Irvine office. Our personnel have served governmental entities for over 30 years. A breakdown of our government audit personnel by classification is provided below.
License to Practice in California — Davis Farr LLP and all key personnel are licensed with the California State Board of Accountancy to practice as independent certified public accountants.
Independence — Davis Farr LLP is independent with respect to the City of Aliso Viejo and its component units as defined by U. S. General Accounting Office' s Government Auditing Standards and Generally Accepted Auditing Standards. Neither Davis Farr LLP nor the key personnel have any potential or real conflicts of interest. Davis Farr has not provided any services for the City of Aliso Viejo within the last five years.
Insurance — Davis Farr LLP has sufficient insurance coverage to meet or exceed the City' s requirements and will provide insurance certificates to the City prior to entering into a contract. The firm maintains a prudent amount of errors and omissions insurance that covers negligent acts as is appliable to the work requested in the RFP.
Quality Control— Davis Farr LLP and its Partners are members of the American Institute of Certified Public Accountants ( AICPA) and is a member of the AIPCA' s Government Audit Quality Center. Our firm is a voluntary participant in the AICPA Peer Review Program. Included in the appendix is our most recent Peer Review report where our firm received a Pass. A Pass demonstrates the highest level of quality control in a Peer Review. The Peer Review included a review of government engagements. Davis Farr LLP has not had any federal or state desk reviews or field reviews during the past three years. There have been no disciplinary action taken or pending against the firm during the past three years with state regulatory bodies or professional organizations.
Training — Every professional of the firm participates in continuing professional education courses. Each person is required to take at least 80 hours of training over a two- year period including 24 hours a year specific to government accounting and audit topics. Courses cover a wide spectrum of professional and technical subjects, and include Fraud, Professional Ethics and Governmental Accounting and Auditing topics to help the practitioner maintain his/er professional expertise.
Classification Number of Employees
Partners 7
Managers 8
Supervisors 8
Seniors 10
Staff 17
Administrative 5
Total personnel 55
DavisFarr 1
59 City of Aliso Viejo 1 Proposal for Professional Auditing Services Professional Affiliations
Government Audit Quality Center — Davis Farr LLP is a member of the Government Audit Quality Center ( GAQC). The GAQC promotes the importance of quality governmental audits and the value of such audits to purchasers of governmental audit services. GAQC is a voluntary membership center for CPA firms and state audit organizations that perform governmental audits.
National Registry of CPE Sponsors — Davis Farr LLP is registered to provide continuing professional education through the National Association of State Board of Accountancy ( NASBA). NASBA recognizes CPE program sponsors who provide continuing professional education programs in accordance with nationally recognized standards. We provide CPE to our clients at our annual GASB Update.
CaI CPA — Many of the CPAs employed by Davis Farr LLP are members of CaI CPA and regularly participate in chapter meetings, education, and events. Cal CPA recognized one of Davis Farr LLP' s partners with their Women to Watch award in the Experienced Leader category. Davis Farr presented at the 2020 Women' s Leadership Forum on generational issues in the workplace. Davis Farr LLP partners are also members of the Governmental Accounting and Auditing Committee of the CaICPA and Jennifer Farr is the current Chair of the Committee.
American Institute of CPAs— Davis Farr LLP and the firm' s Partners are members of the American Institute of CPAs ( AICPA). The AICPA develops standards for audits, provides educational guidance materials to its members, and monitors and enforces compliance with the profession' stechnical and ethical standards.
CSMFO — The Partners of Davis Farr LLP are members of the California Society of Municipal Finance Officers ( CSMFO), the statewide organization serving all California municipal finance professionals. Firm personnel regularly attend CSMFO Chapter Meetings and Conferences. The Partners of Davis Farr LLP are frequent presenters on accounting and auditing technical topics at Chapter Meetings and Conferences. Davis Farr presented at the annual CSMFO conference in February 2021 on the topic of capital assets.
GFOA — The Government Finance Officers Association ( GFOA) enhances and promotes the professional management of governmental financial resources by identifying, developing, and advancing fiscal strategies, policies, and practices for the public benefit. The Partners of Davis Farr LLP are members of the Certificate of Achievement Program' sSpecial Review Committee. The Committee reviews Comprehensive Annual Financial Reports submitted to GFOAforthe CAFR Award Program.
CPE
S1' 0NS0RS
ev4 AICPA
DavisFarr 2
60 City of Aliso Viejo 1 Proposal for Professional Auditing Services Section B — Firm Qualifications and Experience
Davis Farr LLP is a leader in the local government sector throughout the Southern California Area. Currently, we service approximately 60 local, state, and federal government entities. Davis Farr LLP services routinely provided to our clients include, but are not limited to:
Financial
Statement Audits
Internal Control
Attestations
Reviews and
Compilations
Services
Routinely
Provided
cri
el"
Agreed Upon
Procedures
eo
do
0 Compliance
Audits
v.
Tax and
Consulting
Services
Our government expertise includes Cities, Special Districts, and other Governmental entities. Among the government agencies that the professionals of Davis Farr LLP have served recently are the following:
City of Avalon
City of Carlsbad
City of Commerce
City of Coronado
City of Costa Mesa
City of Cypress
City of Encinitas
City of Fontana
City of Fountain Valley
City of Garden Grove
City of Huntington Beach
City of Indio
City of Irvine
City of Laguna Niguel
City of Los Angeles
City of Mission Viejo
City of Newport Beach
City of Poway
City of Rancho Santa Margarita
City of Santee
City of South Gate
City of Vista
County Los Angeles
County of Placer
County of San Diego
East Orange County Water District
Hass Avocado Board
Irvine Ranch Water District
Leucadia Wastewater District
Metropolitan Water District of So CA
Municipal Water District of So CA
Orange County LAFCO
Oxnard Housing Authority
Placer County Water Agency
Salton Sea Authority
San Diego County Water Authority
San Diego Association of Governments
San Diego LAFCO
Sweetwater Authority
Tahoe Regional Planning Agency
Tahoe Transportation District
Vallecitos Water District
DavisFarr 3
61 City of Aliso Viejo 1 Proposal for Professional Auditing Services CLIENT
4 Section C — References
For your convenience, we have listed below references for audit work currently being performed by Davis Farr LLP personnel for several Cities throughout Southern California. For each of the references, we currently serve as independent auditors and have served these clients for a number of years.
Davis Farr did not have any contracts that were terminated in the last three years.
City of Mission Viejo
200 Civic Center 1 Mission Viejo, CA
Cheryl Dyas, Director of Admin Services
949. 470. 3082
cdyas@cityofmissionviejo. org
Financial Statement Audit of City,
Single Audit, Agreed- Upon
Procedures engagements
City of Rancho Santa Margarita
22112 El Paseo I Rancho Santa Margarita
Stefanie Turner, Finance Director
949. 635. 1808
stumer@cityofrsm. org
Financial Statement Audit of City,
Single Audit, Agreed - Upon
Procedures engagement
City of Fountain Valley
10200 Slater Ave 1 Fountain Valley, CA
Teresa Gonzalez, Accounting Manager
714. 593. 4503
teresa. gonzalez@fountainvalley. org
Financial Statement Audit of City,
Measure HH Audit, Single Audit,
Agreed- Upon Procedures
engagement
City of Garden Grove
11222 Acacia Pkwy ( Garden Grove, CA
Patricia Song, Finance Director
714.1. 5062
psong@ggcity. org
Financial Statement Audit of City,
Housing Authority, Single Audit,
REAC, State Controller' sReports,
Agreed - Upon Procedures
engagements
City of Huntington Beach
2000 Main Street 1 Huntington Beach, CA
Sunny Rief, Assistant CFO
714. 536.907
sunny. rief@surfcity- hb. org
Financial Statement Audit of City,
JPA Audit, Single Audit, Agreed -
Upon Procedures engagements for
Transient Occupancy Tax and
Concessionaire compliance
DavisFarr 4
62 City of Aliso Viejo 1 Proposal for Professional Auditing Services Section D — Proposed Staffing
The successful outcome of any audit requires personnel with the managerial and technical skills to perform the work required. The engagement team who will serve the City of Aliso Viejo have served together as a team of professionals on numerous financial audit examinations of local government entities.
We believe that efficient administrative management and supervision of the audits is an extremely critical factor in achieving the desired results for City of Aliso Viejo. In that regard, our proposal organizational structure for providing independent auditing services is as follows:
V4A
ALISO VIEJO
11110
AUDIT
MANAGER
cz
PARTNER
Jennifer Farr, CPA
Tiffany Lam, CPA
0 QUALITY CONTROL
REVIEWER
Jonathan Foster, CPA
Claudia Espinoza
STAFF
AUDITOR
IT
SPECIALIST
Diego Vanegas, CPA,
CISA, CITP
DavisFarr 5
63 City of Aliso Viejo 1 Proposal for Professional Auditing Services Section E — Work Plan
Davis Farr plans and conducts our engagements in the most efficient manner possible, and our audit approach is unique with regard to the following:
Our firm is sensitive to the priorities and work requirements of our clients. We work around the schedules of our clients when scheduling segments of the audit or requesting documentation in order to minimize disruption of City staff and to complete the audit in a timely manner.
Whenever possible, we use accounting support already prepared by the City staff to avoid duplication or unnecessary requests for audit supporting schedules.
Our firm' sexpertise is in governmental auditing. Our auditors are GASB experts and skilled at addressing audit issues that are specific to local governments. You will not spend time training our personnel.
When formulating internal control recommendations, we obtain a thorough understanding of the specific circumstances at your City to provide a tailored, practical recommendation.
Throughout the year we are a resource to our clients in providing accounting advice, researching technical questions, dealing with tax problems, and helping with other problems as they arise. Our clients can also attend our annual GASB Update free of charge.
Audit Software - We utilize CaseWare audit software for the electronic City of workpapers. We have the ability to accept audit documentation in either hard copy or electronic format. CaseWare allows us the ability to import trial balances that can be provided in either excel or a text document. Some of the benefits of using CaseWare trial balance software are as follows:
We create our own lead sheets ( i.e., analytical review comparison schedules). This limits the amount of time finance staff spends creating audit schedules. Our software automatically generates analytical review reports by account number for ease of analyzing significant fluctuations between fiscal years.
We can link the financial statement schedules directly to the CaseWare trial balances. As a result, we can provide the City with financial statements almost immediately after receiving the trial balance from the City. Additionally, journal entries are easy to post to the financial statement schedules and the risk of data entry error is minimized.
We can provide the City with reports showing the coding of the financial statement schedules for ease of review by City staff. These reports show each account coded to a specific financial statement line item as well as journal entries that are posted during the audit.
Data Mining Software - We have a dedicated team of personnel trained to use special data mining software, IDEA.
Our software uses source data from your accounting system to search for anomalies, such as duplicate or voided checks, cross- referencing vendor addresses with employee addresses, detecting accounting transactions recorded on the weekend, reviewing journal entry postings for unauthorized individuals. The IDEA software identifies specific transactions for the auditors to review for potential fraud or error.
Internal Control Evaluation - Our approach to evaluating internal controls involves observation and inquiry. We spend time with the personnel responsible for the accounting cycles to gain an understanding of the processes. We also carefully evaluate your policies and procedures. After our initial evaluation, we identify key controls in your processes and design test to evaluate the effectiveness of those processes. In the initial year of the audit, we will focus on the following accounting cycles for each department with decentralized accounting activities:
Billing and cash receipting
Capital assets
Purchase and disbursements
Payroll
Investment and cash controls
Information systems
DavisFarr 6
64 City of Aliso Viejo I Proposal for Professional Auditing Services In future years, we will review the accounting cycles noted above but also look at other processes such as credit card transactions, petty cash, inventory controls, offsite cash receipting, employee reimbursements, contract compliance, and other areas. Our goal is to modify our audit approach every year to further evaluate your internal controls.
Procedures Pe
Planning
and inquiry Meet with finance personnel to obtain an understanding of significant transactions during the year.
Communicate with the City Council regarding fraud, compliance with laws, and any concerns they have regarding the finances of the City.
Perform internal control evaluations as noted on the previous page.
Determine materiality levels that will be used in selecting audit transactions.
Perform a risk assessment to develop the audit plan for the year.
Review minutes of City Council meetings.
Review important new contracts, bond documents, and agreements.
Evaluate compliance with investments.
Test purchase orders and contract management.
Test a sample of cash disbursements to determine adherence to policies and internal controls.
Perform a review of the organization' sinformation systems and controls.
Perform compliance testing of federal grants.
Review the prior audited financial statements and provide feedback to City staff regarding best practices for financial reporting.
Provide a GASB Update and templates for implementing new accounting standards including the upcoming lease accounting standard.
During the planning phase of the audit, we plan to perform the following procedures:
Year -End After the books are closed and ready for audit, we will perform our year- end procedures which Testing include the following:
We will confirm 100% of all cash and investment balances and test market values provided by your investment custodians.
We will test for proper cutoffs of accounts receivable and grants receivable.
We will confirm and test material notes and loans receivable.
We will review land held for resale transactions and related developer agreements.
We will test additions and deletions to capital assets. We will review depreciation expense for reasonableness.
We will test interfund transactions including due to/ due from other funds, advances, and transfers.
We will review legal documents supporting loans and test the allowability of transfers out of restricted funds.
We will test current liabilities and perform a search for unrecorded liabilities.
We will review unearned revenue balances for proper cutoffs.
We will test the balances of accrued payroll and employee related liabilities.
We will confirm long- term debt with independent parties.
In years of new debt issuances, we will review the journal entry to record the debt to ensure the accuracy of the accounting.
Testing of actuarial valuations and calculations related to OPEB obligations and disclosures under GASB 75.
Testing of actuarial valuations and calculations related to pension obligations and disclosures under GASB 68.
Evaluation of claims and judgments payable.
Testing of restrictions and classifications of net position.
Analyze grant revenues and expenses to ensure proper matching within the fiscal year.
Test the reasonableness of interest income, realized, and unrealized gains/ losses on investments.
Analytically and substantively test revenues and expenses reported in the financial statements.
DavisFarr 7
65 City of Aliso Viejo I Proposal for Professional Auditing Services Audit Stage Procedures Perfor
We will incorporate an element of unpredictability every year that will focus on an audit area that is not typically considered a high or significant risk area such as petty cash, credit card purchases, new vendors, travel expenses, etc.
The aforementioned tests are only a few of the tests performed during the examination and by no means is it meant to be all inclusive. During the final stage of the audit, we will meet with Finance staff to review our audit findings and any adjusting journal entries.
Single Audit As part of our Single Audit for the years in which the City expends granter than $ 750, 00, we will Approach perform the following procedures in accordance with the Uniform Guidance:
Perform an evaluation of the major programs required to be tested Review OMB guidance and the OMB Compliance Supplement for the grant program audited.
Review internal controls for each of the applicable 14 compliance areas for each program audited.
Using AICPA sampling guidance, we will select a sample for each of the applicable 14 compliance areas for each program audited. We will test the sample for compliance with those 14 areas.
Test the indirect cost rate, if applicable
Review monitoring reports for noncompliance and follow up on the resolution of past noncompliance, if applicable.
Issue a single audit report of federal expenditures.
File the data collection form within the specified deadline.
Completion The nature and extent of the work required is dependent on our assessment of the likelihood of of the Audit misstatements in the financial statements together with our conclusions from the planning and and testing stages of the audit. All of the audit information is then used to reach a conclusion on whether Preparation the financial statements taken as a whole conform with generally accepted accounting principles. of Financial We will review significant events after year end Statements We will review attorney letters for significant legal matters Prepare the draft of the Annual Comprehensive Financial Report We will ensure accurate and complete disclosures in the notes to the financial statements.
We will meet with City Committees or City Council to present the audit results, as requested.
Identification of Anticipated Potential Audit Problems
We do not anticipate any anticipated potential audit problems.
DavisFarr 8
66 City of Aliso Viejo 1 Proposal for Professional Auditing Services Section F — Implementation of New GASB
Pronouncements
The City will be required to implement the following accounting standards during the upcoming fiscal years. Part of our service to you includes consulting on these new auditing standards. A sampling of significant new GASB pronouncements planned or proposed for local governments that will impact the City of Aliso Viejo are listed below:
The Statement provides
guidance to governments on
the accounting and financial
reporting for subscription -
based information
technology arrangements.
This Statement is effective
for the fiscal year ending
June 30, 2023.
GASB 94
PP and PPA
The primary objective of
this Statement is to provide
guidance related to public -
private ( PP) and public -
public partnership
arrangements ( PPA) in
which a government
contracts with an operator
to provide public services.
This statement also
provides guidance or
accounting and financial
reporting for availability
payment arrangements in
which a government
compensates an operator
for services in and exchange
transaction. This standard
will be effective for the
fiscal year ending June 30,
2023.
GASB 100: Accounting
Changes & Error
Correction
This statement enhances
accounting and financial
reporting for accounting
changes and error
corrections to provide
understandable, reliable,
relevant, consistent, and
comparable information.
This standard will be
effective for the fiscal year
ending June 30, 2024.
This statement changes the
accounting for compensated
absences, particularly as it
applies to sick time not paid
out upon termination and
calculating the full cost of paid
time off. The standard will be
effective for the fiscal year
ending June 30, 2025.
DavisFarr 9
67 City of Aliso Viejo I Proposal for Professional Auditing Services Section G — Scope of Work
Our understanding of the objectives and scope of the work to be performed is as follows:
We will perform an audit examination of the financial statements of the City of Aliso Viejo for the fiscal years ending June 30, 2023 through 2025 with optional extensions for two years. Our examination will be conducted in accordance with generally accepted auditing standards, the AICPA Audit and Accounting Guide, Audits of State and Local Government Units, and the Government Auditing Standards issued by the Comptroller General of the United States. We prepare the Annual Comprehensive Financial Report based on the information provided to us during the audit. The Report will be prepared in conformity with the most recent edition of the GAAFR, the GAAFR Update, and subsequent GASB pronouncements. We will produce 10 bound copies and provide a PDF copy of the final report.
We will perform a compliance audit of federal expenditures in accordance with the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards in any year the City has federal expenditures of more than $ 750, 00.
We will perform agreed -upon -procedures over the City' s Gann Appropriations Limit. We will produce a
bound and pdf copy of the final report.
We will perform agreed - upon - procedures over the City' sinvestment policy and portfolio.
We will prepare the Annual Report of Financial Transactions to the State Controller' soffice by the due date established by the State Controller' s Office.
We will prepare a letter to the City Council summarizing the audit results in accordance with the Codification of Auditing Standards Section 260.
We will prepare a letter to the City Council reporting matters dealing with internal control that meet the threshold of being a significant deficiency or material weakness, as defined by the Codification of Auditing Standards Section 265. We will immediately report any irregularities or illegal acts that come to our attention to management and/ or those charged with governance.
As requested, we will meet with the Audit/ Finance Committee or City Council to discuss the results of the audit.
Finally, we perceive the scope of our work as being advisors to the City regarding generally accepted accounting principles. Throughout the year, the management and other finance personnel of the City will have access to us to seek advice in the application of generally accepted accounting principles, advice regarding debt issuance, financial statement preparation and content, tax and any other matters relating to the City. Each year, we will go over upcoming accounting standards in a meeting with City staff.
DavisFarr 10
68 City of Aliso Viejo 1 Proposal for Professional Auditing Services Section H — Proposed Timing of the Audit for FY 22/3
The following proposed timing is subject to the City' srevision and approval:
Audit Request List Provided
May 1, 2023 Interim Audit Procedures
Audit Planning Meeting
June 5, 2023
Final Audit Fieldwork
September 18- 29, 2023
Final Audit Request List
Provided
June 9, 2023
Exit Meeting
September 29, 2023
Section 1 Segmentation of the Audit
Draft Report provided to City
October 13, 2023
Finalization of Audit Reports
October 31, 2023
The following is our estimate of the hours by professional classification required to perform the audit:
Classification Hours Percentage
Partners 30 10%
Managers 70 23%
Supervisor 110 37%
StaffAuditor 90 30%
Total 300 100%
DavisFarr 11
69 CITY OF ALISO VIEJO
ACKNOWLEDGMENT OF RECEIPT OF FRAUD POLICY
I hereby acknowledge that I have received a copy of the City' s "Fraud Prevention Policy" dated October 1, 2008. I understand that I am to promptly read its contents and distribute copies to employees assigned to perform Services for the City of Aliso Viejo.
To the extent that provisions of this policy conflict with previously issued policies or practices, whether or not such policies and practices were contained in written policies, this policy shall prevail.
Davis Farr LLP Jennifer Farr
Name of Business Print Name
Signature
03/ 14/ 2023
Date
This executed form must be submitted with the Proposal. 18 70
CITY OF ALISO VIEJO
DECLARATION OF POLITICAL CONTRIBUTIONS
Using the space provided below, please list any political contributions of money, in -kind services, or loans made to any member of the City Council within the last twelve ( 12) months by the applicant and all of applicants employees, including any employee( s) that applicant intends to assign to perform the work or services described in Agreement dated . If none, please state so:
None
To the best of my knowledge, I declare under penalty of perjury that the foregoing is true and was executed at:
Irvine, CA 03/ 14/ 2023
City, State Date
Davis Farr LLP Jennifer Farr
Name of Business Print Name
Signature
This executed form must be submitted with the Proposal. 17 71
EXHIBIT " C"
SCHEDULE OF SERVICES
Schedule may be revised subject to both the City and Consultant' sapproval.
Commencement of Interim Field Work May or June 2023, 2024, and 2025 Field Work Completion By September 30, 2023, 2024, and 2025 Auditors submit draft ACFR By October 31, 2023, 2024, and 2025 Auditors submit other reports By October 31, 2023, 2024, and 2025 Presentation to Council, if required November/ December 2023, 2024, and 2025 State Controller Reports 2-3 weeks prior to date required by the State Controller' sOffice
B- 2
60367. 01100\ 33488377. 1
72 EXHIBIT " D"
COMPENSATION
Service 2022/3 2023/4 2024/5 2025/6
Option)
2026/7
Option)
City Audit, ACFR Preparation
and Related Reports 28, 000 28, 000 29, 120 30, 280 31, 490 GANN Limit Review Report 600. 600 620 640 670
Single Audit and Related
Reports includes one major program
additional major programs are $ 2, 000)
2, 800 2, 800 2, 910 3, 030 3, 150
City State Controllers Report 2, 600 2, 600 2, 700 2, 810 2, 920 City Street Report 1, 200 1, 200 1, 250 1, 300 1, 350
City' sInvestment Policy and
Portfolio Review
600 600 620 640 670
Total for Fiscal Year
not -to exceed) 35, 800 35, 800 37, 220 38, 700 40, 250
ADDITIONAL AUDITING SERVICES
Service 2022/3 2023/4 2024/5 2025/6
Option)
2026/7
Option)
Transient Occupancy Tax Audit
2, 800 2, 800 2, 910 3, 030 3, 150
Cable Franchise Audit
3, 200 3, 200 3, 020 3, 140 3, 270
City' s
Conference Center and
Aquatic Center Audit 3, 200 3, 200 3, 020 3, 140 3, 270 Tax Returns
1, 200 1, 200 1, 250 1, 300 1, 350
C- 1
60367. 01100\ 33488377. 1
73 AUDITOR' SSTANDARD BILLING RATES
Auditors Standard Hourly Billing Rates
POSITION 2022/3 2023/4 2024/5 2025/6
Option)
2026/7
Option)
Partner
250 250 260 270 280
Manager
180 180 187 194 200
Senior Accountant
120 120 125 130 135
Staff Accountant 90 90 94 98 100
Other ( specify)
Travel, lodging, other
incidental costs
C- 2
60367. 01100\ 33488377. 1
74 City of Aliso Viejo
AGENDA ITEM
DATE: October 7, 2026
TO: Mayor and City Council
FROM: So Kim, Director of Community Development
Rose Rivera, Principal Planner
SUBJECT: SECOND AMENDMENT TO THE AGREEMENT WITH DE NOVO
PLANNING GROUP FOR ON-CALL CEQA SERVICES
Recommended Action:
Approve and authorize the City Manager to execute the Second Amendment to the professional services agreement with De Novo Planning Group for on-call CEQA services, increasing compensation by $100,000 for a total of $250,000 and extending the agreement term to June 30, 2027.
Fiscal Impact:
The Second Amendment would increase the agreement amount by $100,000, from $150,000 to a revised total amount not to exceed $250,000. The cost will be passed through to project applicants and reimbursed through project deposit accounts, resulting in no net cost to the City.
Background:
The Community Development Department (“CDD”) does not have in-house resources to prepare and/or peer review CEQA-compliant environmental documents for projects. In August 2022, the City issued an informal Request for Proposals and executed a professional services agreement with De Novo Planning Group ("De Novo") for on-call CEQA services in an amount not to exceed $150,000. On June 23, 2025, the City approved a First Amendment extending the term of the agreement for one additional year.
Discussion:
Aliso Viejo Municipal Code Section 3.02.060 requires that contracts exceeding $150,000 be awarded pursuant to the City's formal proposal procedures. The original Professional Services Agreement with De Novo Planning Group was approved in an amount not to exceed $150,000. The proposed Second Amendment would increase the contract amount by an additional $100,000, resulting in a revised total not-to-exceed amount of 75
$250,000 and thereby exceeding the Municipal Code threshold that would require formal proposal procedures. In this instance, Staff recommends that the City Council determine, pursuant to Municipal Code Section 3.02.080(C), that competitive proposals would be unavailing and would not produce an advantage to the City, and that solicitation of proposals would be undesirable, impractical, and not in the City's best interest. Several active development projects remain in the pipeline and require ongoing environmental review. De Novo has already prepared environmental analyses for these projects and possesses extensive familiarity with the project scopes, technical documentation, and regulatory requirements. Retaining De Novo will provide continuity in the environmental review process, ensure consistency in project analysis and documentation, and avoid delays, duplication of effort, and inefficiencies associated with transitioning the work to a new consultant. Accordingly, Staff recommends approval of the Second Amendment to the Professional Services Agreement with De Novo Planning Group, increasing the contract compensation by $100,000 and extending the term through June 30, 2027. The additional costs will be fully funded by project applicants through development project deposit accounts, resulting in no net cost to the City.
Attachment:
1. Second Amendment to the Professional Services Agreement with De Novo
2. First Amendment with De Novo
3. Original Professional Services Agreement with De Novo 76 60367.01100\33489405.1
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CITY OF ALISO VIEJO
SECOND AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT FOR
ON-CALL CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) SERVICES
1. PARTIES AND DATE.
This Second Amendment to the Professional Services Agreement For On-Call California Environmental Quality Act (CEQA) Services (“Second Amendment”) is entered into on the ____ day of ________, 2026, by and between the City of Aliso Viejo (hereinafter referred to as the “City”) and De Novo Planning Group (hereinafter referred to as the “Consultant”). City and Consultant are sometimes collectively referred to herein as the “Parties.”
2. RECITALS.
2.1 Agreement. The Parties entered into an agreement entitled Second Amendment to Professional Services Agreement For On-Call California Environmental Quality Act (CEQA) Services dated October 19, 2022 (“Agreement”).
2.2 First Amendment. The Parties entered into a First Amendment to extend the term to June 30, 2026.
2.3 Second Amendment. The Parties now desire to amend the Agreement in order to renew the Agreement for an additional one-year term.
3. TERMS.
3.1 Term.
Pursuant to Section 3.1.2 of the Agreement, the City hereby exercises the option to renew the Agreement and extend the term of the Agreement for one year from JULY 1, 2026 to JUNE 30, 2027, unless earlier terminated as provided in the Agreement.
3.2 Declaration of Political Contributions. Prior to the City’s approval of this Amendment, Consultant shall submit to City a statement in writing declaring any political contributions of money, in-kind services, or loan made to any member of the City Council within the previous twelve-month period by the Consultant and all of their employees, including any employees that Consultant intends to assign to perform the Services described in this Second Amendment.
3.3 Continuing Effect of Agreement. Except as otherwise specifically set forth in this Second Amendment, the remaining provisions of the Agreement shall remain in full force and effect. From and after the date of this Second Amendment, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Second Amendment. 77 60367.01100\33489405.1
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3.4 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Second Amendment.
3.5 Counterparts. This Second Amendment may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
78 60367.01100\33489405.1
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SIGNATURE PAGE FOR SECOND AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT FOR
ON-CALL CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) SERVICES
BETWEEN THE CITY OF ALISO VIEJO AND DE NOVO PLANNING GROUP IN WITNESS WHEREOF, the parties have executed this Second Amendment to Agreement on this ____ day of __________, 2026.
CITY OF ALISO VIEJO
Approved:
By:
Ann Eifert
Interim City Manager
ATTEST:
By: _______________________________
Maria Ruano-Kendig
City Clerk
APPROVED AS TO FORM:
______________________________
Best Best & Krieger LLP
City Attorney
APPROVED AS TO COMPLIANCE
WITH BUDGET
By:
Ann Eifert
Director of Financial Services
DE NOVO PLANNING GROUP
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
By:
Its:
Printed Name:
By:
Its:
Printed Name:_________________________
79 60367.01100\33489405.1
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CITY OF ALISO VIEJO
DECLARATION OF POLITICAL CONTRIBUTIONS
Using the space provided below, please list any political contributions of money, in-kind services, or loans made to any member of the City Council within the last twelve (12) months by Consultant and all of Consultant’s employees, including any employee(s) that applicant intends to assign to perform the work or services described in this Agreement:
To the best of my knowledge, I declare under penalty of perjury that the foregoing is true and was executed at:
City/County/State Date
Name of Business Print Name
Signature
NOTE: THIS DECLARATION IS INCLUDED AS PART OF THE AGREEMENT AND MUST BE SIGNED AND ATTACHED HERETO.
80 60367.01100\33489405.1
B-1
CITY OF ALISO VIEJO
ACKNOWLEDGMENT OF RECEIPT OF FRAUD POLICY
I hereby acknowledge that I have received a copy of the City’s “Fraud Prevention Policy” dated October 1, 2008. I understand that I am to promptly read its contents and distribute copies to employees assigned to perform Services for the City of Aliso Viejo.
To the extent that provisions of this policy conflict with previously issued policies or practices, whether or not such policies and practices were contained in written policies, this policy shall prevail.
Name of Business Print Name
Signature
Date
81 Docusign Envelope ID: 7D3AE876- D500- 4B05- A3F2- 914A976DAE5C
CITY OF ALISO VIEJO
FIRST AMENDMENT TO
PROFESSIONAL SERVICES AGREEMENT FOR
ON -CALL CALIFORNIA ENVIRONMENTAL QUALITY ACT ( CEQA) SERVICES
1. PARTIES AND DATE.
This First Amendment to the First Amendment to Professional Services Agreement For On -Call California Environmental Quality Act ( CEQA) Services (" First Amendment") is entered into on the 23 day of June , 2025, by and between the City of Aliso Viejo hereinafter referred to as the " City") and De Novo Planning Group ( hereinafter referred to as the Consultant"). City and Consultant are sometimes collectively referred to herein as the " Parties."
2. RECITALS.
2. 1 Agreement. The Parties entered into an agreement entitled First Amendment to Professional Services Agreement For On -Call California Environmental Quality Act CEQA) Services dated October 19, 2022 (" Agreement").
2. First Amendment. The Parties now desire to amend the Agreement in order to renew the Agreement for an additional one- year term.
3. TERMS.
3. 1 Term.
Pursuant to Section 3. 1. 2 of the Agreement, the City hereby exercises the option to renew the Agreement and extend the term of the Agreement for one year from July 1, 2025 to June 30, 2026, unless earlier terminated as provided in the Agreement.
3. 2 Declaration of Political Contributions. Prior to the City' s approval of this Amendment, Consultant shall submit to City a statement in writing declaring any political contributions of money, in -kind services, or loan made to any member of the City Council within the previous twelve- month period by the Consultant and all of their employees, including any employee( s) that Consultant intends to assign to perform the Services described in this First Amendment.
3. Continuing Effect of Agreement. Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
From and after the date of this First Amendment, whenever the term "Agreement" appears in the Agreement, it shall mean the Agreement as amended by this First Amendment.
3. 4 Ade, uate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this First Amendment. 60367. 01100\ 33489405. 1
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City of Aliso Viejo
AGENDA ITEM
DATE: October 7, 2026
TO: Mayor and City Council
FROM: So Kim, Community Development Department
SUBJECT: AMENDMENT TO OBJECTIVE DESIGN STANDARDS MANUAL Recommended Actions:
1. Find that the amendment to the ODS is exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the State CEQA Guidelines; and
2. (Option 1) Adopt a Resolution amending the Objective Design Standards manual to remove Modern Ranch and Modern architectural styles; or (Option 2) Adopt a Resolution amending the Objective Design Standards manual to remove Modern Ranch and Modern architectural styles and add the Craftsman architectural style.
Fiscal Impact:
None.
Background:
On June 17, 2026, the City Council adopted Ordinance 2026-254, amending Sections
15.62.010 and 15.62.040 of the Aliso Viejo Municipal Code to establish the Objective Design Standards Manual (“ODS”). During the August 19, 2026 Study Session, the City Council directed staff to prepare an amendment to the ODS to remove the Modern Ranch and Modern architectural styles, and to evaluate the inclusion of the Craftsman architectural style.
Discussion:
Staff prepared draft revisions to Chapter 3 (Architecture) of the ODS in response to the City Council's direction to remove the Modern Ranch and Modern architectural styles and evaluate the inclusion of a Craftsman architectural style. The proposed Craftsman style standards are intended to provide an additional objective architectural option while 129
maintaining clear, measurable, and objective design requirements suitable for ministerial review.
The proposed Craftsman architectural style is characterized by simple, low-profile building forms, low- to moderate-pitched roofs, wide overhanging eaves with exposed rafter tails, prominent porches, natural building materials, and articulated façades. The standards emphasize the use of wood or wood-like materials, stone and brick accents, earth-toned color palettes, recessed entries, and other architectural details commonly associated with traditional Craftsman design. In addition to the base architectural requirements, the draft standards include a menu of objective design features, such as entry porches, extended window lintels, decorative lighting, gabled dormers, balconies, chimneys, and paired or ribbon windows. Depending on project size, developments would be required to incorporate a specified number of these additional features to ensure architectural consistency while maintaining objective compliance standards.
The proposed amendments would not modify the applicability of the ODS program.
Rather, they would update the architectural style options available to qualifying residential projects subject to the ODS. Qualifying residential projects include single-family, duplex, multi-family, and mixed-use developments that include one or more of the following:
20% affordable units dedicated to low-income housing on Housing Element sites; 10% affordable units dedicated to low-income housing on non-Housing Element sites that qualify for SB 35;
Renovations affecting 50% or more of the exterior walls or roof.
As a point of reference, none of the development projects currently under review with the City qualify for the ODS program. Regardless of the SB35 eligibility, none of the pending projects meet the 10% or 20% affordability threshold to qualify for the ODS program.
Consistent with City Council direction, the amendments present two options for consideration: (1) remove the Modern Ranch and Modern architectural styles only, or (2) remove the Modern Ranch and Modern architectural styles and add the Craftsman architectural style to the ODS Manual.
Environmental:
The proposed ordinance is exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the State CEQA Guidelines, commonly known as the common-sense exemption, because it can be seen with certainty that the amendment will not have a significant effect on the environment. The amendment modifies a design manual, and it does not authorize, approve, or entitle any specific development project, increase development intensity, or permit physical construction activity.
130
Attachments:
1. Resolution (Option 1)
2. Resolution (Option 2)
3. Original ODS
4. Presentation
131
60367.01100\45049645.1
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RESOLUTION NO. 2026-
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO
VIEJO, CALIFORNIA, AMENDING THE OBJECTIVE DESIGN
STANDARDS MANUAL TO REMOVE THE MODERN RANCH AND
MODERN ARCHITECTURAL STYLES AND DETERMINING THE
ACTION TO BE EXEMPT FROM CEQA.
WHEREAS, on June 3, 2026, the City Council held a duly noticed public hearing as prescribed by law and introduced an Ordinance 2026-254, amending Sections 15.62.010 and 15.62.040 of the Aliso Viejo Municipal Code to establish the Objective Design Standards Manual (“ODS”);
WHEREAS, on June 17, 2026, the City Council held a duly noticed public hearing as prescribed by law, conducted second reading, and adopted Ordinance 2026-254; WHEREAS, on August 19, 2026, the City Council held a duly noticed study session and directed Staff to prepare an amendment to the ODS to remove the Modern Ranch and Modern architectural styles and to evaluate the inclusion of the Craftsman architectural style;
WHEREAS, Section 15.62.040 of the Aliso Viejo Municipal Code provides that future amendments to the Objective Design Standards Manual may be adopted by City Council resolution;
WHEREAS, on October 7, 2026, the City Council conducted a duly noticed public hearing to consider amendments to the Objective Design Standards Manual removing the Modern Ranch and Modern architectural styles;
WHEREAS, the City Council finds that removing these architectural styles will better implement the community’s design objectives and maintain consistency with the established character of residential development in the City; and WHEREAS, all legal prerequisites to the adoption of this Resolution have occurred.
NOW, THEREFORE, the City Council of the City of Aliso Viejo does resolves as follows:
SECTION 1. Incorporation of Recitals. The recitals above are each incorporated by reference and adopted as findings by the City Council.
SECTION 2. CEQA. The City Council finds that amendment to the ODS is not subject to CEQA pursuant to Section 15061(b)(3) of the CEQA Guidelines, commonly known as the common-sense exemption, because it can be seen with certainty that the amendment will not have a significant effect on the environment. The amendment simply removes the Modern Ranch and Modern architectural styles from the ODS; it does not authorize, approve, or entitle any specific development project, increase development intensity, or permit physical construction activity. Therefore, the City Council finds that the 132
60367.01100\45049645.1
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amendment has no potential to result in a direct or reasonably indirect physical change to the environment and, therefore, is not subject to CEQA pursuant to State CEQA Guidelines Section 15061(b)(3).
SECTION 3. Approval of Amendment. The City Council hereby approves amendments to the ODS, attached as Exhibit A, to remove Modern Ranch and Modern architectural styles and make any corresponding administrative edits necessary to maintain consistency within the manual.
SECTION 4. Custodian of Records. The custodian of records for this Resolution is the City Clerk and the records comprising the administrative record are located at 12 Journey, Suite 100, Aliso Viejo, CA 92656.
PASSED, APPROVED AND ADOPTED this 7
th day of October, 2026.
__________________________
Max Duncan
Mayor
APPROVED AS TO FORM: ATTEST:
__________________________ __________________________
Scott C. Smith, City Attorney Maria Kendig, City Clerk
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ALISO VIEJO )
I, MARIA KENDIG, City Clerk of the City of Aliso Viejo, California, DO HEREBY CERTIFY that foregoing is the original Resolution No. 2026-__ duly passed and adopted by the City Council of the City of Aliso Viejo at their regular meeting held on the 7 th day of
October, 2026, by the following roll call vote, to wit:
AYES:
NOES:
ABSENT:
133
60367.01100\45049645.1
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___________________________
MARIA KENDIG
CITY CLERK
(SEAL)
134
60367.01100\45049645.1
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EXHIBIT A
OBJECTIVE DESIGN STANDARDS MANUAL
135
60367.01100\45049645.1
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RESOLUTION NO. 2026-
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ALISO
VIEJO, CALIFORNIA, AMENDING THE OBJECTIVE DESIGN
STANDARDS MANUAL TO REMOVE THE MODERN RANCH AND
MODERN ARCHITECTURAL STYLES, ADD CRAFTSMAN
ARCHITECTURAL STYLE, AND DETERMINING THE ACTION TO
BE EXEMPT FROM CEQA.
WHEREAS, on June 3, 2026, the City Council held a duly noticed public hearing as prescribed by law and introduced an Ordinance 2026-254, amending Sections 15.62.010 and 15.62.040 of the Aliso Viejo Municipal Code to establish the Objective Design Standards Manual (“ODS”);
WHEREAS, on June 17, 2026, the City Council held a duly noticed public hearing as prescribed by law, conducted second reading, and adopted Ordinance 2026-254; WHEREAS, on August 19, 2026, the City Council held a duly noticed study session and directed Staff to prepare an amendment to the ODS to remove the Modern Ranch and Modern architectural styles and to evaluate the inclusion of the Craftsman architectural style;
WHEREAS, Section 15.62.040 of the Aliso Viejo Municipal Code provides that future amendments to the Objective Design Standards Manual may be adopted by City Council resolution;
WHEREAS, on October 7, 2026, the City Council conducted a duly noticed public hearing to consider amendments to the Objective Design Standards Manual removing the Modern Ranch and Modern architectural styles and adding the Craftsman architectural style; WHEREAS, the City Council finds that removing these architectural styles will better implement the community’s design objectives and maintain consistency with the established character of residential development in the City; and WHEREAS, all legal prerequisites to the adoption of this Resolution have occurred.
NOW, THEREFORE, the City Council of the City of Aliso Viejo does resolves as follows:
SECTION 1. Incorporation of Recitals. The recitals above are each incorporated by reference and adopted as findings by the City Council.
SECTION 2. CEQA. The City Council finds that amendment to the ODS is not subject to CEQA pursuant to Section 15061(b)(3) of the CEQA Guidelines, commonly known as the common-sense exemption, because it can be seen with certainty that the amendment will not have a significant effect on the environment. The amendment simply removes the Modern Ranch and Modern architectural styles and adds the Craftsman architectural style to the ODS; it does not authorize, approve, or entitle any specific 136
60367.01100\45049645.1
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development project, increase development intensity, or permit physical construction activity. Therefore, the City Council finds that the amendment has no potential to result in a direct or reasonably indirect physical change to the environment and, therefore, is not subject to CEQA pursuant to State CEQA Guidelines Section 15061(b)(3).
SECTION 3. Approval of Amendment. The City Council hereby approves amendments to the ODS, attached as Exhibit A, to remove Modern Ranch and Modern architectural styles, add the Craftsman architectural style, and make any corresponding administrative edits necessary to maintain consistency within the manual.
SECTION 4. Custodian of Records. The custodian of records for this Resolution is the City Clerk and the records comprising the administrative record are located at 12 Journey, Suite 100, Aliso Viejo, CA 92656.
PASSED, APPROVED AND ADOPTED this 7
th day of October, 2026.
__________________________
Max Duncan
Mayor
APPROVED AS TO FORM: ATTEST:
__________________________ __________________________
Scott C. Smith, City Attorney Maria Kendig, City Clerk
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ALISO VIEJO )
I, MARIA KENDIG, City Clerk of the City of Aliso Viejo, California, DO HEREBY CERTIFY that foregoing is the original Resolution No. 2026-__ duly passed and adopted by the City Council of the City of Aliso Viejo at their regular meeting held on the 7 th day of
October, 2026, by the following roll call vote, to wit:
AYES:
NOES:
ABSENT:
137
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___________________________
MARIA KENDIG
CITY CLERK
(SEAL)
138
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EXHIBIT A
OBJECTIVE DESIGN STANDARDS MANUAL
139
RESIDENTIAL
Objective Design Standards
City of Aliso Viejo
Adopted June 17, 2026
Ordinance No. 2026-254
140
ACKNOWLEDGMENT
Prepared for:
Funded by:
Prepared by:
Adopted by City Council: June 17, 2026
Ordinance No. 2026-254
141
TABLE OF CONTENTS
1.1 Introduction
1.2 Applicability
2.1 Access and Circulation
2.2 Streets
2.3 Off Street Parking Bays
2.4 Screening of Equipment and Facilities
2.5 Outdoor Lighting
2.6 Pedestrian Circulation
2.7 Bikeways and Equestrian Trails
2.8 Parks and Open Space
2.9 Trash Enclosures
3.1 Color and Style
06 09
10 16
16 16
16 17
17 17
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TABLE OF CONTENTS Cont.
3.2 Architectural Styles
3.3 Building Elevations
3.4 Roofs
3.5 Materials
3.6 Doors, Windows, and Trim
3.7 Garages and Carports
3.8 Accessory Elements
4.1 Threshold and Applicability
4.2 Site Planing
4.3 Architecture and Materials
4.4 Landscape and Open Space
4.5 Mixed Use
36 39
40 41
42 43
45 46
47 48
48 143
Chapter 1
1.1 Introduction
1.2 Applicability
INTRODUCTION
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6 1.2 State Requirements
Senate Bill 330 (SB 330) established the Housing Crisis Act of 2019 (HCA) to increase residential unit development; protect existing housing inventory; and expedite permit processing.
In addition, SB 35 requires local entities to streamline the approval by providing a ministerial process through which a project is only reviewed against objective standards.
For the purposes of SB 330 and SB 35, an eligible “housing development project” must be a multifamily or mixed-use project (with at least 2/3rd of the square footage being for residential uses).
Under these laws, cities and counties are prohibited from denying a housing development project or reducing its
density based on a subjective design standard. A project can only be reviewed against “objective, quantifiable, written development standards, conditions and policies,” and can only be denied if certain findings described in Gov. Code §65589.5(j) are met.
1.1 Introduction
Development and design standards regulate development
intensity, style, size, and orientation. Objective design standards (ODS) are measurable, verifiable, and quantifiable, supporting consistent housing design in the community.
Ultimately, the standards contained in this document will provide for a predictable and equitable path for new housing in the City of Aliso Viejo.
This document provides clear and useful standards for
the design of residential development in Aliso Viejo.
These standards are written as minimum design standards for site and structure design but also offer various
recommendations and guidelines for quality and character.
Proposed projects must comply with all applicable building permit requirements, zoning code requirements, and other development standards found in the City of Aliso Viejo’s Development Code (AVMC).
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7 1.3 Applicability
Refer to Section 15.62.040 of the AVMC for applicability provisions and the list of project types that are required to be reviewed through these Objective Design Standards.
These standards do not apply to minor renovations (i.e. when less than 50 percent of the exterior walls or roof are demolished as part of the renovation) and routine
maintenance of residential (single-family, multi-family, and mixed use) developments, even if such projects are
qualifying SB 35 projects.
For SB 35 developments including, spanning or creating
multiple lots, these standards apply to all lots proposed for multi-family housing, mixed-use developments, and any
associated amenities, open space, or utilities that would serve multi-family or mixed-use units.
These standards are in addition to the standards of the underlying base zone. In the event of conflicting standards between these standards and the base zone, the more
restrictive standard shall apply. For projects located in a Specific Plan, and if there is a conflict between the City’s ODS and the Specific Plan’s objective standards, the Specific Plan’s objective standards shall prevail. Proposed projects must also comply with all other applicable local and state ordinances and codes.
1.4 Document Organization
These objective design standards serve as a stand-alone illustrated document, empowered by appropriate reference within the City’s Development Code.
The standards contained in this document are split into three chapters. Chapter 2 consists of site planning standards, including those pertaining to access and circulation, streets, off-street parking, screening of equipment and facilities, outdoor lighting, pedestrian circulation, parks and open space, and trash enclosures.
Chapter 3 includes architectural standards, and includes a menu of architectural styles new residential development in Aliso Viejo shall adhere to. Standards pertaining to building elevations, roofs, materials, doors, windows, and garages are also included in this chapter.
Finally, Chapter 4 includes additional standards for
large-scale residential, which is defined as residential developments at 25 or more units per acre.
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Chapter 2
2.1 Access and Circulation
2.2 Streets
2.3 Off Street Parking Bays
2.4 Screening of Equipment and Facilities
2.5 Outdoor Lighting
2.6 Pedestrian Circulation
2.7 Bikeways and Equestrian Trails
2.8 Parks and Open Space
2.9 Trash Enclosures
SITE PLANNING
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9 2.1 Access and Circulation
1. Connections to Existing Network. Where an existing public or private street terminates at the project boundary, the project shall align any connecting internal street or pedestrian pathway within 15 degrees of the existing alignment unless prevented by topography, easements, or existing utilities
2. Entries.
a. Project Identification. Identification signs shall be provided for all residential projects. Such signs shall conform to the limitations on size, height, and placement set out in Chapter 15.34 AVMC.
b. Entry Location. Project entries shall not be located closer than 100 feet from an intersection/ curb return. If the parcel frontage is less than 100 feet from curb return the curb cut shall be located as far from the curb return as possible. A curb return is the point where the radius of a curve or intersection ends.
c. Entry Design. Entry landscape treatment shall be in accordance with the landscape standards of AVMC 15.62.060.
d. Gated Entries. Gate-guarded entries shall be regulated in accordance with city regulations governing gate-guarded neighborhoods as set out in AVMC 15.14.200.
3. Transit. Projects with a bus or transit stop along its frontage shall incorporate turnouts according to the standards of the applicable transit agency or school district. 148
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10 2.2 Streets
Residential developments shall feature a circulation system with a clear hierarchy of streets, either public or private, that allows for efficient ingress and egress of vehicles, safe and convenient pedestrian connections throughout the development, and other associated infrastructure. An exhibit demonstrating that all portions of a project’s roadway system adheres to one of the following street types shall be included. Street types shall not be combined with another street type. Public streets contained in a residential development shall adhere to AVMC 14.10.060. Private streets shall adhere to AVMC 14.10.040 and the design standards contained in this document.
Residential alleys provide dedicated
vehicle access to the garages of
individual residential units. Residential
alleys are the least pedestrian-oriented
street type.
Lane courts provide both vehicular
and pedestrian access to multiple
residences. Front doors open onto the
lane court, which features distinct
paving to demarcate the court’s dual
functions.
Neighborhood entries serve as the primary access point(s) to a residential neighborhood, and may feature gates, special landscape treatments, and monumentation.
Residential drives are the primary street
typology for residential neighborhoods,
connecting various dwelling units
with other portions of the community
through features such as front doors,
pedestrian walkways, and landscaping.
A system of pedestrian walkways shall
also connect all residential dwellings to
the public sidewalk, parking facilties,
common open areas, waste and recycling
enclosures, and mailboxes, as described
in Section 2.6.
Residential lanes provide vehicular
and pedestrian access to multiple
residences in the form of a shared
street. This street type features
distinct entry paving and landscaping
to demarcate the lane’s dual functions.
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11 1. Neighborhood Entries. All neighborhood entries
shall adhere to the following standards:
a. Garages for individual units are not permitted
to be accessed from neighborhood entries.
b. A pedestrian walkway at least 4 feet
wide is required on at least one side of a
neighborhood entry.
c. A 5-foot wide landscaped area is required
along the full length of a neighborhood entry.
This landscaped area may be adjacent to the
required pedestrian walkway.
Neighborhood entries serve as the primary access point(s) to a residential neighborhood, and may feature gates,
special landscape treatments, and monumentation. Guest
and/or new resident parking is also permitted within a
Neighborhood Entry.
Neighborhood Entries
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12 2. Residential Drives. All residential drives shall adhere to the following standards:
a. A pedestrian walkway at least 4 feet wide is
required on at least one side of a residential drive.
b. In addition to the pedestrian walkway, a 5-foot
wide landscaped area is required on both sides of
a Rresidential drive. Street trees shall be installed
within this landscaped area.
c. Only residential units that feature both their
primary unit entries and garages on same
elevation/façade may provide direct vehicular
access onto a residential drive.
Residential drives are the primary street typology for
residential neighborhoods, connecting various dwelling units with other portions of the community through features such as front doors, pedestrian walkways, and landscaping. Parallel parking is permitted on residential drives.
Residential Drives
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13 3. Residential Alleys. All residential alleys
shall adhere to the following standards:
a. Pedestrian walkways are not required
along residential alleys.
b. Primary dwelling entries (aka front
doors) are prohibited along residential
alleys, but may be provided along
another elevation, such as an adjacent
residential drive.
c. The garage of a unit adjacent to a
residential alley shall be accessed from
the residential alley.
Residential Alleys
Residential alleys provide dedicated vehicle access
to the garages of individual residential units. They
are the least pedestrian-oriented street type.
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14 4. Residential Lanes. All residential lanes shall adhere to the following standards:
a. Residential lanes shall be at least 30 feet wide, as measured from garage-to-garage.
b. Patterned/colored pavers, brick, colored concrete,
or stamped concrete that differ from adjacent paving
shall be provided at the first 10 feet of each entrance to the residential lane.
c. At least 5% of the area of a residential lanes shall be landscaped.
d. At least 2 trees shall be planted at each entry to a residential lane.
e. A maximum of 32 dwelling units may feature
vehicular access from a single residential lane.
Residential lanes provide both vehicular and pedestrian access to multiple residences in the form of a shared street. This street type features distinct entry paving and landscaping to demarcate the lane’s dual use as a pedestrian and vehicular space.
Residential Lanes
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15 Lane Courts
5. Lane Courts. All lane courts shall adhere to the
following standards:
a. Lane courts shall be at least 30 feet wide, as
measured garage-to-garage.
b. The entire length of a lane court colored/
patterned with pavers, concrete, stamped
asphalt, or brick.
c. At least 5% of the area of a lane court shall be
landscaped.
d. At least 2 trees shall be planted at the vehicular
entry to a lane court.
e. A maximum of 10 dwelling units may feature
vehicular access from a single lane court.
Lane courts provide both vehicular and pedestrian access to multiple residences, and feature a single vehicular access point. Front doors open onto the lane court, which features distinct paving to demarcate the court’s dual use as a
pedestrian and vehicular space.
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16 2.3 Off Street Parking Bays
Off-street parking shall be provided in accordance with the ratios set out in AVMC 15.38.030.
2.4 Screening of Equipment and Facilities
Screening of equipment and facilities shall conform to the provisions of AVMC 15.62.080.
2.5 Outdoor Lighting
Outdoor lighting shall conform to the provisions of AVMC 15.62.070.
2.6 Pedestrian Circulation
In addition to the street types described in Section B, Streets, a system of pedestrian walkways shall connect all residential dwelling units to the public sidewalk, parking facilities, common open areas, waste and recycling enclosures, mailboxes, and other such features provided in the development. This system shall adhere to the following standards:
1. Connectivity. Pedestrian walkways shall not terminate at streets, but shall either:
a. Merge with a sidewalk running parallel with the street. b. Traverse the street via crosswalks demarcated with paint or decorative paving, provided that this crosswalk connects to:
i. A sidewalk on the other side of the street
ii. Another pedestrian walkway
iii. Common open area
iv. Recreational amenities
2. Paving. Pedestrian walkways shall be paved.
3. Width. Pedestrian walkways shall be at least 4 feet wide. 155
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17 2.7 Bikeways and Equestrian Trails
Bikeways and equestrian/hiking trails shall be provided in conjunction with each residential development in accordance with the City’s General Plan, Development Code, and other applicable plans and ordinances.
2.8 Parks and Open Space
1. Landscaping. Landscape treatments shall be in accordance with the landscape standards of AVMC
15.62.060.
2. Common open area. In addition to public parkland contributions, residential projects shall provide usable common open area pursuant to AVMC 15.10.030. a. Location. All residential units shall be within 300 feet of a common open area. b. Setbacks. Common open areas shall be separated from arterial streets, service areas, and nonresidential uses by at least 10 feet. This 10-foot separation shall not be utilized in calculating open space.
2.9 Trash Enclosures
Residential trash enclosures shall conform to the same provisions as nonresidential enclosures set forth in AVMC 15.62.080 and shall accommodate the storage of trash, recycling, and organic waste containers.
Residential trash storage for single-family and duplexes shall not encroach into the unobstructed vehicular space required in Section AVMC 15.38.030. If stored in a garage, space for trash, recycling, and organic waste containers shall be at least 3 feet deep. This space may be located beside or behind the required unobstructed vehicular space.
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Chapter 3
3.1 Color and Style
3.2 Architectural Styles
3.3 Building Elevations
3.4 Roofs
3.5 Materials
3.6 Doors, Windows, and Trim
3.7 Garages and Carports
3.8 Accessory Elements
ARCHITECTURE
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19 3.1 Color and Style
Residential developments shall provide multiple colors schemes as they increase in scale.
If multiple color schemes are provided, a single color scheme shall be dedicated to no less than 30 percent of all residential buildings.
1. Residential developments with 25 to 50 single-family/duplex units, or 6 to 10 multifamily buildings shall provide a minimum of two distinct color schemes.
2. Residential developments with 51 to 100 single-family/duplex units, or 11 to 20 multifamily buildings shall provide at least two of the architectural styles in this section, each with at least one distinct color scheme.
3. Residential developments with 101 or more single-family/duplex units, or 21 or more multifamily buildings shall provide at least three of the architectural styles in this section, each with at least one distinct color scheme.
If multiple housing typologies (e.g. single-family units and townhomes) are proposed within a single development, the required number of styles for each typology may differ depending on the overall number of units or buildings provided in each typology.
3.2 Architectural Styles
All new residential developments shall adhere to one of the architectural styles contained in this section. All proposed design elements that define the chosen architectural style shall also meet the other standards contained in this document.
Architectural design elements and materials shall be consistent throughout the project, recognizing that a building is three dimensional and must feature architectural detailing on all sides. To provide guidance on architectural styles, the standards offer a menu of architectural traditions:
• Spanish Revival
• Tuscan
• Modern Ranch
• Modern
Each style contains a list of required architectural characteristics pertaining to roofs, walls, doors, and windows. In addition, all styles contain a menu of options that shall be included to provide architectural detailing to the building.
Styles may not be mixed within a single building.
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20 A. Spanish Revival
Spanish Revival style, also known as Spanish Colonial,
Mission, or Monterey, is characterized by picturesque
combinations of simple rectilinear forms of varying
heights. The buildings are capped with gabled or
hipped roofs of red clay barrel tiles with little or no eave overhang. Courtyards and well-detailed structural
elements, such as pergolas, trellises or loggias and
arcades often provide another layer to the massing.
Elements such as balconies, towers, chimneys and
other tile, wood, or wrought iron details add accents.
Asymmetrical facades are common with arches over
windows and doorways.
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21 All Spanish Revival style residential buildings shall adhere to the following standards:
1. Low pitched (4:12 maximum) gable roofs. The pitch shall remain constant. Roofs shall be clay tile or concrete/cement tile roofs.
Common tile shapes include both Spanish (S-shaped) and Mission (half-cylinder) types. Additional forms are permitted as follows:
a. Hipped roofs may be used in combination with gables or on a tower element, b. Shed roofs may used in conjunction with verandas and minor “lean-to” structures, c. Flat roofs with parapets shall not exceed 40% of the total roof area;
2. At least 25% of the eaves shall have a minimum overhang of 9 inches with exposed rafter tails;
3. Primary facades shall be off-white, cream, or tan stucco with a smooth or lightly textured finish (i.e. minimum 16/20 finish, hand troweled or smaller particles). Window and doors shall be in a dark, contrasting color (such as black, navy blue, or forest green);
4. At least two types/shapes of windows shall be used. At least 50% of the windows shall have a vertical proportion. Windows over 5 feet in width shall be multi-paned;
5. All entrance doors shall be recessed at least 6 inches and banded with ceramic tile, molded plaster or painted accents; and
6. Wood or manufactured wood products shall be for at least one architectural element (such as posts and exposed beams; spindles and grill work; window frames, shutters, etc.).
3 2
4 5
6 1
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22 In addition, duplexes and detached single-family Spanish Revival buildings shall include at least two of the following features; buildings with 10 units or less shall feature at least three of the following features, and buildings with 11 or more units shall include at least four of the following features:
1. Use a minimum 3-inch wide by 1.5-inch thick flat casing on all non-recessed windows;
2. Provide verandas for at least 50 percent the total units in the building, each with a minimum depth of 6 feet and a minimum width of 10 feet;
3. Install awnings with metal spear supports at least 1 inch in diameter and spaced no more than 4 feet apart for at least 20% the total window count;
4. Provide shutters for at least 20% of the total window count;
5. Construct chimneys extending at least 2 feet above the roof ridge, featuring either a decorative cap, tile surrounding, or overhanging roof element;
6. Include a minimum of two decorative masonry, clay tile, or simulated vents per elevation, each at least 144 square inches in size;
7. Apply decorative tile accents covering at least 5% of the surface area around door and window openings, built-in seating, paving, or stairs;
8. Feature exposed, dark-stained timber structural elements such as beams, columns, and corbels with a minimum width of 4 inches.
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23 9. Integrate one or more arched elements measuring at least 5 feet wide and 8 feet tall;
10. Utilize paired wood (or wood simulated) garage doors with at least two pieces of 18-inch iron or simulated iron strap hardware per door leaf;
11. Use shutters that match the door or trim accent color and are sized to cover 100% of the window opening width;
12. Design stepped-down ends that are at least 5 feet wide and 10 feet lower than the primary building mass;
13. Maintain three or more roof planes and/or ridge lines with a minimum slope of 3:12;
14. Build upper floor cantilevered balconies that project a minimum of 3 feet from the building face;
15. Define courtyards and walkways using verandas or pergolas with a minimum clear depth of 8 feet that cover at least 25% of the courtyard perimeter;
16. Utilize arcades with a minimum walkway width of 6 feet and arch spans of at least 4 feet to define primary circulation paths or courtyard edges;
17. Construct wingwalls with a minimum thickness of 1 foot or ground-level columns with a minimum diameter of 10 inches; and/or
18. Employ wrought iron for at least one architectural element, such as balcony railings at least 3 feet high, hardware, light fixtures, or gates.
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24 B. Tuscan
Tuscan style is an interpretation of traditional Mediterranean architectural style joined by rural Italian elements. Key elements include the use of stone and stucco, light earth tones, and red tile roofs. Classical elements such as columns and arches and decorative iron work add visual complexity.
Squared towers and projections speak to Italianate
references. Porches and porticoes are common, as are
vertically oriented, recessed windows.
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25 All Tuscan style residential buildings shall adhere to the following standards:
1. Low-pitched hip or gable roof (maximum 6:12 slope) and at least 3 roof levels;
2. Roof material shall be composed of tiles;
3. Large overhanging eaves (minimum 12 inches) along primary elevation;
4. Flat stucco walls in earth tones shall be utilized, with earth toned being defined as a color with a lightness (light reflective) value of 25 to 60 that is composed of a mixture of any shade of brown and any shade of any other color or colors;
5. At least 50% of windows shall be recessed 3 to 9 inches from outer wall on primary façade and shall feature brown or beige trim; and
6. At least one casement window per unit shall be provided on single-family/duplex buildings, and shall be paired with four-pane patterns for narrow windows and eight-pane patterns for wider windows. 3 2
4 5
1 6
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26 In addition, duplexes and detached single-family Tuscan buildings shall include at least two of the following features; buildings with 10 units or less shall feature at least three of the following features, and buildings with 11 or more units shall include at least four of the following features:
1. Arched wall niches with a minimum depth of 8 inches and a height-to-width ratio of at least 1.5:1 to ensure a vertical proportion;
2. Carved medallions with a minimum diameter of 12 inches and a depth of projection between 1.5 and 3 inches from the wall surface;
3. Ceramic inset tiles of 4x4 or 6x6 inches and recessed so the tile face sits flush with the surrounding stucco or stone finish;
4. Corner quoins: each block must have a minimum vertical height of 12 inches, with lengths alternating between 18 and 24 inches, and forming an interlocking pattern;
5. Decorative clavos, spaced no more than 6 to 8 inches apart on center along the perimeter or panels of wooden doors and shutters;
6. Decorative corbels with a minimum vertical height of 10 inches and a projection (run) that supports at least 60% of the overhanging element’s depth;
7. Decorative plaster friezes between 8 and 18 inches in height, located within the top 10% of the wall’s total vertical height;
8. Timber lintels with a minimum cross-section of 6x8 inches and extend at least 4 inches beyond the width of the window opening on both sides;
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27 9. Juliet balconies, not more than 1 foot deep;
10. Sconces with a minimum height of 18 inches (excluding the mounting arm).
11. Scrolled window grilles projecting at least 4 to 6 inches from the window pane at their furthest point;
12. Stone window sills at least 3 inches thick and projecting a minimum of 2.5 inches beyond the finished wall surface to create a distinct shadow line;
13. Terracotta chimney pots standing between 18 and 36 inches tall, with a minimum wall thickness of 0.75 inches;
14. Tiered water features with a least two levels of basins, with the primary basin having a minimum diameter of 36 inches;
15. Trellis rafter tails extending at least 12 inches beyond the outermost supporting beam; or
16. Wrought iron finials extending a minimum of 8 to 12 inches above the ridge line or railing cap, with a base diameter of at least 2 inches.
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28 C. Modern Ranch
Modern Ranch style is the synthesis of the
California Ranch and the Modern Farmhouse
styles. It merges the horizontal emphasis of
the 19th-century Western vernacular with
the clean lines and verticality of current
residential form. This style prioritizes
seamless indoor-outdoor connections,
utilizing a sophisticated palette and a
mixture of rustic and industrial materials.
Modern Ranch shall not be applied to
buildings over 3 stories in height, or to any
Large-Scale Residential project.
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29 All modern ranch buildings shall adhere to the following standards:
1. Roofs shall be a combination of low-pitched hipped or gable-on-hip forms (3:12 to 5:12 slope) and prominent gabled or shed roof accents (minimum 6:12 slope).
2. Primary roof surfaces shall consist of dark architectural-grade asphalt shingles or synthetic slate. Accent roof planes, such as those over porches or bay windows, must utilize standing-seam metal or copper.
3. Eaves shall be a minimum of 2 feet along the primary elevation. Rafters may be boxed or open with exposed timber tails, emphasizing the horizontal plane.
4. Facades must utilize at least two materials: horizontal clapboard or smooth stucco (sand/dash finish) for the primary body, and board-and-batten siding or corrugated metal covering at least 15% of the exterior surface.
5. Windows shall feature slim-profile frames (steel, aluminum, or wood). At least 50% of the windows must feature a vertical proportion of at least 1.5:1.
6. Facade colors shall be restricted to pastels, grays, or earth tones, being defined as a color with a lightness (light reflective) value of 25 to 60 that is composed of a mixture of any shade of brown and any shade of any other color or colors. Contrasting dark accents (black or charcoal) or white accents are required for window sashes, doors, and architectural metalwork. 3 1
4 5 6
2 2
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30 In addition, single-family and duplex modern ranch buildings shall include two of the following features; buildings with up to 10 residential units shall include at least three of the following features; and buildings with 11 or more residential units shall feature at least four of the following features:
1. 3 to 6-inch unadorned board trim around all window and door openings;
2. A wide front porch recessed under the primary roofline, supported by square columns or wrought iron supports;
3. A wide brick or natural stone chimney located on the primary or street-facing façade;
4. Integration of clerestory windows within the upper triangular portion of gable ends;
5. Cantilevered eaves or patio covers extending at least 5 feet from the facade, supported by industrial metal or heavy timber columns;
6. Wall-mounted gooseneck light fixtures used as the primary exterior illumination for entries and garage doors;
7. Garage doors or large entries featuring carriage-style detailing or “Dutch door” split configurations.
8. At least three distinct wall planes across the primary elevation; 169
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31 9. Metal-clad awnings without side supports installed over ground-level windows;
10. The inclusion of at least one hexagonal, octagonal, or circular “moon” window or gate at the primary entrance;
11. Architectural massing inspired by rural granaries or tank houses (e.g., a vertical tower element for a stairwell);
12. Built-in wood or metal window boxes or balconettes on at least 20% of the street-facing windows;
13. Use of shed or gabled dormers to break up large roof planes;
14. Dark-color wood trellises or heavy timber lintels (minimum 6x8 inches) positioned above ground-floor openings;
15. Application of plank-style, louvered, or framed wood shutters on at least 20% of windows on a publicly visible elevation, finished in a darker accent color;
16. Use of unadorned corrugated metal panels for focal wall sections or as “eyebrow” awnings over secondary entries; or
17. Inclusion of at least one projecting bay window on the front facade, which may utilize a standing-seam metal or copper roof regardless of the primary roof material. 170
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32 D. Modern
Modern architecture is the post-World War II iteration
of the International Style, which was characterized by
geometric forms, smooth wall surfaces, and an absence
of exterior decoration. Modern architecture represents
the adaptation of these elements to the local climate and topography, as well as the postwar need for efficientlybuilt homes. In Southern California, this often meant the use of wood post-and-beam construction. Modernism is
often characterized by a clear expression of structure and materials, large expanses of glass, and open interior plans. 171
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33 All modern buildings shall adhere to the following standards:
1. Flat, low pitched, folded plate, or butterfly roofs shall be utilized (4:12 slope max). Tile roofs are prohibited. a. Flat-roofed buildings shall incorporate a decorative molding (minimum 6-inch height for single-story, 12-inch for multi-story) that projects from the wall plane.
b. Minimum 12-inch overhangs are required for at least 50 percent of the roofline.
2. The primary wall materials shall be either glass, concrete block veneer, natural stone, metal panels or wood. At least 20 percent of the street-facing façade shall be composed of glass/windows.
3. Primary facade colors shall be restricted to off-whites, greys, metallic shades, or earth-tones. Brighter colors with a light reflectance value (LRV) greater than 70 may only be used on recesses and detailing shall be reserved for recesses and architectural detailing. Contrasting accent colors (black or charcoal) are required for window sashes, doors, and architectural metalwork.
4. Primary entrances must be recessed by a minimum of 12 inches to create shadow lines.
5. Windows shall feature metal (steel/aluminum) frames. Frames shall not be white.
6. Windows shall be square or rectangular.
1 2
3 4
5 6
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34 In addition, single-family and duplex modern buildings shall include two of the following features; buildings with up to 10 residential units shall include at least three of the following features; and buildings with 11 or more residential units shall feature at least four of the following features:
1. Aluminum louvers consisting of fixed or operable horizontal slats with an anodized or powder-coated finish;
2. Board and batten siding consisting of vertical boards 8 to 12 inches wide, with 1 to 2-inch wide battens;
3. Breeze block consisting of hollow-core masonry units with geometric apertures, stacked in a continuous plane;
4. Cantilevered upper stories projecting at least 3 feet beyond the ground-floor wall plane, supported without visible vertical columns;
5. Clerestory windows consisting of a horizontal band of glazing positioned located immediately beneath the roofline;
6. Colonnades consisting of at least three columns spaced at regular intervals of 6 to 10 feet, forming a continuous covered exterior walkway;
7. Corner windows consisting of glazing units joined at a 90-degree angle using mitered glass or a minimal-profile mullion less than 3 inches wide;
8. Decorative water feature consisting of a geometric pool or fountain with a minimum surface area of 100 square feet;
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35 9. Exposed post-and-beam construction consisting of a visible structural framework of wood or steel members, articulated as the primary load-bearing system;
10. Floor-to-ceiling glass walls consisting of glazing units extending from the finished floor to the ceiling, utilizing slender frames;
11. Horizontal beveled windows consisting of bands of windows featuring beveled glass or frames, oriented horizontally;
12. Horizontal trellis consisting of a wood or metal framework of horizontal members, providing shade over at least 50 square feet of exterior space;
13. Metal shadowbox frames consisting of recessed window assemblies within a metal frame that projects at least 4 inches from the exterior wall surface;
14. Metal sunshades consisting of fixed horizontal or vertical metal fins mounted over glazing, with a projection depth-to-height ratio of at least 1:2;
15. Natural stone cladding consisting of travertine, marble, or granite applied in large-format slabs or ashlar patterns with a matte or honed finish;
16. Pivot-style front door, utilizing a concealed vertical pivot hinge system instead of sidemounted hinges;
17. Raised podium foundation consisting of a visible slab or masonry plinth that elevates the primary floor plate at least 3 feet above the finished grade;
18. Vertical metal slat awnings consisting of vertical metal slats spaced no more than 4 inches apart, projecting at least 1 foot from the facade.
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36 3.3 Building Elevations
Massing
Primary elevations shall incorporate design features such as offsets, balconies, projections, window reveals, or similar elements to preclude large expanses of uninterrupted building. Along the vertical face of a structure, such features shall occur at a minimum of every 35 feet along neighborhood entries and residential drives:
1. Recesses (e.g. patio, forecourt, garage, balcony, etc.) with a minimum depth of 4 feet and a width of 10 feet.
2. Projections (e.g. floor area, bay window, covered entry, etc.) with a minimum depth of 2 feet and a width of 4 feet.
3. Offsets in the facade of 2 feet or greater.
Entrances
Residential entrances shall take the form of recesses, porches, stoops, overhangs, or forecourts for each primary dwelling unit.
1. Recesses. A recess is a portion of a building that is set back from other portions of the elevation. If used to demarcate an entrance, recesses shall adhere to the following standards:
a. Units. A single entry recess may serve up to two residential units. b. Width/Length. An entry recess shall be at least 5 feet wide, or 8 feet wide if used by two units.
c. Depth. An entry recess shall be at least 3 feet deep. d. Height. The recess shall extend from grade to roof.
e. Finish Level Above Sidewalk. An entryway solely utilizing the recess frontage may be flush with the sidewalk.
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37 2. Porches. A porch is a roofed, unenclosed room attached to the exterior of a building that provides a physical transition between the sidewalk and the building. If provided, porches shall adhere to the following standards:
a. Units. A single porch may serve no more than two residential units b. Width/Length. If provided, porches shall be at least 10 feet wide if serving one unit, or 12 feet wide if serving two units.
c. Depth. Porches shall be at least 6 feet deep.
d. Height. The clearance between the floor of the porch and the underside of the roof eave shall be at least 8 feet.
3. Stoops. A stoop is a stair and landing leading directly from the sidewalk to a building entrance. The ground floor of the building is typically raised to provide increased privacy for the rooms facing the public street. If provided, stoops shall adhere to the following standards:
a. Units. An individual stoop may serve up to two residential units. b. Width/Length. If provided, stoops shall be at least 3 feet wide. c. Depth. Stoops shall be at least 3 feet deep. All stoop entries shall be recessed into the building façade by 1 foot.
d. Height. An overhang above a stoop shall feature an 8 foot height clearance. 176
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38 4. Overhangs. An overhang is a frontage wherein the building façade features a projection that covers the entrance of a dwelling unit. If provided, overhangs shall adhere to the following standards:
a. Width/Length. If provided, overhangs shall be at least 5 feet wide. b. Depth. Overhangs shall be at least 2 feet deep. If used in conjunction with a stoop, the overhang shall be at least as deep as the stoop.
c. Height. The clearance between the floor of the entryway and the underside of the overhang shall be at least 8 feet.
5. Forecourts. A forecourt is formed when a building is designed around an open space defined by the surrounding building walls. Forecourts may provide additional open space for units, and offer additional spaces for landscaping. If provided, forecourts shall adhere to the following standards:
a. Width/Length. If provided, forecourts shall be at least 10 feet wide if serving one unit, 12 feet wide if serving two or three units, or 15 feet wide if serving four units. b. Depth. Forecourts shall be at least as deep as they are wide. c. Stairs. Stairs within a forecourt access units on an upper story. 177
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39 3.4 Roofs
1. Roofline Modulation. Residential buildings two or more stories shall incorporate at least one of the following:
a. Roofline Variation. Variation in roof height and/or ridgeline as follows:
i. One story: Not required
ii. Two stories: 2 feet for every 30 linear feet
iii. Three stories: 2 feet for every 50 linear feet
iv. Four+ stories: 3 feet for every 75 linear feet
b. Pitched Roof Variation. Use of dormers, cross-gable and/or hipped roof lines.
2. Flat Roofs. Flat roofs shall not cover more than 50 percent of the building’s footprint, and shall feature a screening parapet topped with a coping, cornice at least 3 feet in height. a. Modern-style buildings may feature flat roofs that cover 100 percent of its footprint.
3. Roof-Mounted Equipment. Roof-mounted equipment (e.g., air conditioning, heating, ventilation, and associated vents and exhausts) on multifamily buildings shall be screened from a horizontal line of sight pursuant to AVMC 15.62.080.
4. Antennas. Wireless communications, television, dish, amateur radio, and other antennas shall comply with the provisions of Chapters 15.42 and 15.44 AVMC. 178
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40 3.5 Materials
1. Material List. Residential developments shall adhere to Table 3-1.
2. Four-Sided Architecture. All elevations shall contain the same primary materials and trim treatment.
3. Material Changes. Changes in material or color shall occur at inside corners of intersecting walls or at architectural features that break up the wall plane, such as columns.
LOCATION PERMITTED MATERIALS
ROOFS
Clay, slate, or concrete roof tiles
Composite shingles
Standing seam metal
BUILDING WALLS
Stucco
Fiber-Cement Siding
Brick
Stone
Metal
Ignition-Resistant Wood
Ceramic Tile
Glass (glazing less than 15%)
FREE STANDING WALLS
Wood
Stucco over CMU block
Wrought iron
Brick
Table 3-1. Material List
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41 3.6 Doors, Windows, and Trim
1. Trim. All windows and exterior doors shall either be recessed from the plane of the surrounding exterior wall or shall have a trim or windowsill. a. When trim is used, a minimum of 0.5 inch by 3 inch trim is required, which is of a different color to the primary color of the building.
b. On stucco walls, when no trim is used, a minimum of 1 inch deep, raised relief around the window is required.
c. On brick or stone walls, when no trim is used, a minimum 2 inch wide brickmold is required around windows.
2. Door Elements. Additional elements required for front doors include:
a. Doorbells shall be provided within 2 feet of the front door. b. Entry doors for individual units shall include a viewport.
3. Window Elements. Additional requirements for windows include:
a. Glass shall be clear without reflective coating or dark tinting. Lightly tinted glazing less than 15% is acceptable.
b. Openable windows shall include screens.
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42 3.7 Garages and Carports
1. Recess. Garage doors shall be set back at least 6 to 18 inches from the rest of the façade.
2. Treatments. Garage fixtures and wall treatments shall utilize materials and colors otherwise permitted for the selected architectural style category. Garages shall feature at least two of the following design elements:
a. Driveway, residential lane, or lane court composed of patterned and/or colored pavers, brick, decorative colored concrete, stamped concrete, or permeable materials. b. Roof overhang at least 1 foot in depth.
c. Windows on the garage door.
d. Sectional rollup doors.
e. Trellis at least 2 feet in depth.
f. Side-loading.
g. Decorative light fixture, consistent with the chosen architectural style.
3. Carports. Carport structures shall utilize the same colors, architectural finishes, and roofing materials as the residential building(s) it serves. 181
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43 3.8 Accessory Elements
1. Patios. If provided as individual dwelling unit open space, private patios shall adhere to the following standards:
a. Patios shall have a minimum area of 60 square feet with a minimum dimension of 6 feet in each direction.
b. Patios shall be separated from common or public areas by a fence or wall.
2. Balconies. If provided as individual dwelling unit open space, balconies shall adhere to the following standards:
a. Balconies shall have a minimum area of 50 square feet with a minimum dimension of 5 feet in one direction. This dimension excludes areas for permanent equipment and storage. b. Balconies shall be recessed a minimum of 1 foot partially recessed into the building façade.
The maximum projection shall be 50 percent of the balcony’s full depth or 5 feet, whichever is less.
c. The underside of projecting balconies shall be finished with building material as the rest of the structure.
d. No balconies shall overhang into the public right-of-way or sidewalk, not including the portion of the building setback behind the existing lot line.
3. Roof Decks. If provided as individual dwelling unit open space, roof decks shall adhere to the following standards:
a. Roof decks shall have a minimum area of 50 square feet with a minimum dimension of 5 feet in one direction. This dimension excludes areas for permanent equipment and storage. b. The sides of the roof deck shall be finished with building material that matches the rest of the building.
c. Roof decks shall not overhang from the building façade.
4. Mailboxes.
a. Mailboxes shall be located within one block of the residential units. 182
Chapter 4
4.1 Threshold and Applicability
4.2 Site Planing
4.3 Architecture and Materials
4.4 Landscape and Open Space
4.5 Mixed Use
LARGE SCALE
RESIDENTIAL
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4.1 Threshold and Applicability
The supplemental standards in this section apply to residential developments with a density of 25 units per acre or more.
Typical typologies at this level of density include apartments, built either as a wrap around a parking structure or built atop a parking podium. These types of buildings are much larger than typical residential structures found in Aliso Viejo, which are generally single-family homes, townhomes, duplexes, and smaller-scale apartments up to three stories in height.
The design standards in this section for higher density residential projects are intended to supplement, and are in addition to, the overall design standards of the rest of this document. These standards have been calibrated to address design issues that arise with larger residential or mixed-use buildings.
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4.2 Site Planning
1. Scale. Larger structures shall utilize major modulations, and may utilize elevated pedestrian walkways to connect different wings of a building that are formed by major modulations to provide ADA-compliant pedestrian access between all residential units and shared amenities of a development. For the purposes of this section, large buildings are defined as structures containing 60 or more residential units.
2. Corner Elements. Large multifamily buildings and mixed-use buildings sited on a corner shall provide at least two of the following features:
a. Tower or dome element at least 5 feet in height
b. Recess or projection, at least 5 feet in depth, 20 feet in width, and at least as tall as wide
c. Diagonal/curved walls at corner, at least 25 feet in length d. Entrance at corner
e. Color and material variation from the primary façade with an area of at least 25 feet by 25 feet.
f.Plaza or gathering area, with at least 1,000 square feet of paving.
3. Elevated Pedestrian Walkways. If provided, an elevated pedestrian walkway (or skybridge) connects two different buildings or different wings of the same building, and shall adhere to the followings standards:
a. Width. The walkway shall have a minimum width of 5 feet and a maximum width of 8 feet.
b. Height. The minimum height clearance from the ground to an elevated pedestrian walkway shall be 12 feet. The interior vertical clearance for each level of a pedestrian walkway shall be 8 feet.
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4.3 Architecture and Materials
1. Major Modulations. A major modulation in facade depth, extending from grade to roof, shall be provided along facades greater than 150 feet in length. For such facades, a major modulation shall be provided for each 150 feet of building frontage. Major modulations shall be at least 10 feet deep and 25 feet in length.
2. Minor Modulations. A 5-foot change in facade depth no shorter than 15 feet in length and 10 feet in height shall be provided for every 50 feet of building frontage. Required minor modulations may be situated adjacent to, but not within, a major modulation, and shall feature a different depth than the major modulation.
3. Stepbacks. As required in Table 15.18.030 of the AVMC, all minimum perimeter setbacks shall be increased one foot for every foot in height above 35 feet (except for setbacks from interior property lines).
4. Roofline Modulation. Large buildings shall also utilize at least one of the following techniques to modulate their rooflines, in addition to the standard roofline modulation listed in Section 3.4.
a. Reduced Floor Area. The uppermost floor features a footprint up to 75 percent the size of the floor below.
b. Unit Type. Use of loft-style units on the uppermost floor with ceilings at least 5 feet taller than the floor below.
c. Unit Count. Provide up to 75 percent the number of units on the uppermost floor as compared to the floor below.
5. Blank Façades. A blank façade is a portion of a façade without a window, balcony, and/ or doorways more than 30 feet in any direction. Features such as trellises, screens, modulations, material changes, and landscaping shall cover at least 50 percent of all blank façades.
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4.4 Landscape and Open Space
Landscaping shall be provided in accordance with the provisions of AVMC 15.62.060.
4.5 Mixed Use
1. Distribution of Uses.
a. A minimum of 50 percent of a mixed-use building’s commercial or office components shall be located on the ground floor. b. Common residential open space shall not be publicly-accessible.
2. Entrances.
a. Entrances to upper floor uses shall be provided through a common entrance fronting a street. b. There shall be a ground-floor entrance to either a commercial, residential, open space, or parking use every 50 feet along the building’s street-facing frontages.
3. Building Design.
a. Service entries, loading areas, and trash areas associated with commercial uses shall not be immediately adjacent to residential uses.
b. The windows, doors, and other access points of commercial uses shall be oriented to not face residential uses within 50 feet.
4. Horizontal Mixed Use.
a. Commercial buildings shall face public streets and be sited either adjacent to or in front of the residential component of a horizontal mixed-use development.
b. Residential uses shall be located at the rear or sides of the site. c. Parking for commercial uses shall be located at the center of the site, allowing the parking to provide a buffer from on-site residential uses and maximize shared parking opportunities between residential and commercial uses. d. If provided, dedicated private residential parking areas shall be separated from public commercial parking with a dedicated entrance.
e. The commercial, residential, and open space areas of a horizontal mixed use project shall be connected via internal pathways. 187
Aliso Viejo
OBJECTIVE DESIGN
STANDARD CHECKLIST
188
General Standards
Design Standards Applicant City Use Only
Complete N/A Complete N/A
2.1 Access and Circulation
Connections to Existing Network. Where an existing public or private street terminates at the project boundary, the project shall align any connecting internal street or pedestrian pathway within 15 degrees of the existing alignment unless prevented by topography, easements, or existing utilities Project Identification. Identification signs shall be provided for all residential projects. Such signs shall conform to the limitations on size, height, and placement set out in Chapter 15.34 AVMC.
Entry Location. Project entries shall not be located closer than 100 feet from an intersection/curb return. If the parcel frontage is less than 100 feet from curb return the curb cut shall be located as far from the curb return as possible. A curb return is the point where the radius of a curve or intersection ends.
Entry Design. Entry landscape treatment shall be in accordance with the landscape standards of AVMC
15.62.060.
Gated Entries. Gate-guarded entries shall be regulated in accordance with city regulations governing gateguarded neighborhoods as set out in AVMC 15.14.200.
Transit. Projects with a bus or transit stop along its frontage shall incorporate turnouts according to the standards of the applicable transit agency or school district.
Residential complex developments 81 or more single-family/duplex units, or 21 or more multifamily buildings shall shall provide three architectural styles from Chapter 4, each with at least three distinct color schemes.
2.2 Streets
An exhibit showcasing the street types provided in a residential development shall be provided as part of the project’s Planning Application. Samples are included at the end of this checklist.
Public streets contained in a residential development shall adhere to AVMC 14.10.060.
Private streets shall adhere to AVMC 14.10.040 and the design standards contained in this document.
Neighborhood Entries. All neighborhood entries shall adhere to the following standards:
Garages for individual units are not permitted to be accessed from neighborhood entries.
A pedestrian walkway at least 4 feet wide is required on at least one side of a neighborhood entry.
A 5-foot wide landscaped area is required along the full length of a neighborhood entry. This landscaped area may be adjacent to the required pedestrian walkway.
Residential Drives. All residential drives shall adhere to the following standards:
A pedestrian walkway at least 4 feet wide is required on at least one side of a residential drive.
In addition to the pedestrian walkway, a 5-foot wide landscaped area is required on both sides of a Rresidential drive. Street trees shall be installed within this landscaped area.
Only residential units that feature both their primary unit entries and garages on same elevation/façade may provide direct vehicular access onto a residential drive. 189
General Standards
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Residential Alleys. All residential alleys shall adhere to the following standards:
Pedestrian walkways are not required along residential alleys.
Primary dwelling entries (aka front doors) are prohibited along residential alleys, but may be provided along another elevation, such as an adjacent residential drive.
The garage of a unit adjacent to a residential alley shall be accessed from the residential alley.
Residential Lanes. All residential lanes shall adhere to the following standards:
Residential lanes shall be at least 30 feet wide, as measured from garage-to-garage.
Patterned/colored pavers, brick, colored concrete, or stamped concrete that differ from adjacent paving shall be provided at the first 10 feet of each entrance to the residential lane.
At least 5% of the area of a residential lanes shall be landscaped.
At least 2 trees shall be planted at each entry to a residential lane.
A maximum of 32 dwelling units may feature vehicular access from a single residential lane.
Lane Courts. All lane courts shall adhere to the following standards:
Lane courts shall be at least 30 feet wide, as measured garage-to-garage.
The entire length of a lane court colored/patterned with pavers, concrete, stamped asphalt, or brick.
At least 5% of the area of a lane court shall be landscaped.
At least 2 trees shall be planted at the vehicular entry to a lane court.
A maximum of 10 dwelling units may feature vehicular access from a single lane court.
2.3 Off-Street Parking Bays - Off-street parking shall be provided in accordance with the ratios set out in AVMC 15.38.030.
2.4 Screening of Equipment and Facilities - Screening of equipment and facilities shall conform to the provisions of AVMC 15.62.080.
2.5 Outdoor Lighting - Outdoor lighting shall conform to the provisions of AVMC 15.62.070. 190
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Complete N/A Complete N/A
2.6 Pedestrian Circulation
In addition to the street types described in Section B, Streets, a system of pedestrian walkways shall connect all residential dwelling units to the public sidewalk, parking facilities, common open areas, waste and recycling enclosures, mailboxes, and other such features provided in the development.
Connectivity. Pedestrian walkways shall not terminate at streets, but shall either:
Merge with a sidewalk running parallel with the street or Traverse the street via crosswalks demarcated with paint or decorative paving Paving. Pedestrian walkways shall be paved.
Width. Pedestrian walkways shall be at least 4 feet wide.
2.7 Bikeways and Equestrian Trails - Bikeways and equestrian/hiking trails shall be provided in conjunction with each residential development in accordance with the City’s General Plan, Development Code, and other applicable plans and ordinances.
2.8 Parks and Open Space
Landscaping. Landscape treatments shall be in accordance with the landscape standards of AVMC
15.62.060.
Common open area. In addition to public parkland contributions, residential projects shall provide usable common open area pursuant to AVMC 15.10.030.
Location. All residential units shall be within 300 feet of a common open area.
Setbacks. Common open areas shall be separated from arterial streets, service areas, and nonresidential uses by at least 10 feet. This 10-foot separation shall not be utilized in calculating open space.
2.9 Trash Enclosures - Residential trash enclosures shall conform to the same provisions as nonresidential enclosures set forth in AVMC 15.62.080 and shall accommodate the storage of trash, recycling, and organic waste containers. Residential trash storage for single-family and duplexes shall not encroach into the unobstructed vehicular space required in Section AVMC 15.38.030.
If stored in a garage, space for trash, recycling, and organic waste containers shall be at least 3 feet deep.
This space may be located beside or behind the required unobstructed vehicular space. 191
General Standards
Design Standards Applicant City Use Only
Complete N/A Complete N/A
3.1 Color and Style
If multiple color schemes are provided, a single color scheme shall be dedicated to no less than 30 percent of all residential buildings.
Residential developments with 25 to 50 single-family/duplex units, or 6 to 10 multifamily buildings shall provide a minimum of two distinct color schemes.
Residential developments with 51 to 100 single-family/duplex units, or 11 to 20 multifamily buildings shall provide at least two of the architectural styles in this section, each with at least one distinct color scheme.
Residential developments with 101 or more single-family/duplex units, or 21 or more multifamily buildings shall provide at least three of the architectural styles in this section, each with at least one distinct color scheme.
3.2 Architectural Styles
All new residential developments shall adhere to one of the architectural styles contained in this section Styles may not be mixed within a single building.
Spanish Revival - All Spanish Revival style residential buildings shall adhere to the following standards:
Low pitched (4:12 maximum) gable roofs. The pitch shall remain constant. Roofs shall be clay tile or concrete/cement tile roofs. Common tile shapes include both Spanish (S-shaped) and Mission (half-cylinder) types.
Flat roofs with parapets shall not exceed 40% of the total roof area; At least 25% of the eaves shall have a minimum overhang of 9 inches with exposed rafter tails; Primary facades shall be off-white, cream, or tan stucco with a smooth or lightly textured finish (i.e. minimum 16/20 finish, hand troweled or smaller particles). Window and doors shall be in a dark, contrasting color (such as black, navy blue, or forest green);
At least two types/shapes of windows shall be used. At least 50% of the windows shall have a vertical proportion. Windows over 5 feet in width shall be multi-paned; All entrance doors shall be recessed at least 6 inches and banded with ceramic tile, molded plaster or painted accents; and
Wood or manufactured wood products shall be for at least one architectural element (such as posts and exposed beams; spindles and grill work; window frames, shutters, etc.). 192
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Spanish Revival - Duplexes and detached single-family Spanish Revival buildings shall include at least two of the following features; buildings with 10 units or less shall feature at least three of the following features, and buildings with 11 or more units shall include at least four of the following features:
Use a minimum 3-inch wide by 1.5-inch thick flat casing on all non-recessed windows; Provide verandas for at least 50 percent the total units in the building, each with a minimum depth of 6 feet and a minimum width of 10 feet;
Install awnings with metal spear supports at least 1 inch in diameter and spaced no more than 4 feet apart for at least 20% the total window count;
Provide shutters for at least 20% of the total window count; Construct chimneys extending at least 2 feet above the roof ridge, featuring either a decorative cap, tile surrounding, or overhanging roof element;
Include a minimum of two decorative masonry, clay tile, or simulated vents per elevation, each at least 144 square inches in size;
Apply decorative tile accents covering at least 5% of the surface area around door and window openings, built-in seating, paving, or stairs;
Feature exposed, dark-stained timber structural elements such as beams, columns, and corbels with a minimum width of 4 inches.
Integrate one or more arched elements measuring at least 5 feet wide and 8 feet tall; Utilize paired wood (or wood simulated) garage doors with at least two pieces of 18-inch iron or simulated iron strap hardware per door leaf;
Use shutters that match the door or trim accent color and cover 100% of the window opening width; Design stepped-down ends that are at least 5 feet wide and 10 feet lower than the primary building mass; Maintain three or more roof planes and/or ridge lines with a minimum slope of 3:12; Build upper floor cantilevered balconies that project a minimum of 3 feet from the building face; Define courtyards and walkways using verandas or pergolas with a minimum clear depth of 8 feet that cover at least 25% of the courtyard perimeter;
Utilize arcades with a minimum walkway width of 6 feet and arch spans of at least 4 feet to define primary circulation paths or courtyard edges;
Construct wingwalls with a minimum thickness of 1 foot or ground-level columns with a minimum diameter of 10 inches; and/or
Employ wrought iron for at least one architectural element, such as balcony railings at least 3 feet high, hardware, light fixtures, or gates.
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Complete N/A Complete N/A
Modern Ranch - All modern ranch buildings shall adhere to the following standards:
Roofs shall be a combination of low-pitched hipped or gable-on-hip forms (3:12 to 5:12 slope) and prominent gabled or shed roof accents (minimum 6:12 slope).
Primary roof surfaces shall consist of dark architectural-grade asphalt shingles or synthetic slate. Accent roof planes, such as those over porches or bay windows, must utilize standing-seam metal or copper.
Eaves shall be a minimum of 2 feet along the primary elevation. Rafters may be boxed or open with exposed timber tails, emphasizing the horizontal plane.
Facades must utilize at least two materials: horizontal clapboard or smooth stucco (sand/dash finish) for the primary body, and board-and-batten siding or corrugated metal covering at least 15% of the exterior surface.
Windows shall feature slim-profile frames (steel, aluminum, or wood). At least 50% of the windows must feature a vertical proportion of at least 1.5:1.
Facade colors shall be restricted to pastels, grays, or earth tones. Contrasting dark accents (black or charcoal) or white accents are required for window sashes, doors, and architectural metalwork.
Modern Ranch - single-family and duplex modern ranch buildings shall include two of the following features; buildings with up to 10 residential units shall include at least three of the following features; and buildings with 11 or more residential units shall feature at least four of the following features:
3 to 6-inch unadorned board trim around all window and door openings; A wide front porch recessed under the primary roofline, supported by square columns or wrought iron supports; A wide brick or natural stone chimney located on the primary or street-facing façade; Integration of clerestory windows within the upper triangular portion of gable ends; Cantilevered eaves or patio covers extending at least 5 feet from the facade, supported by industrial metal or timber columns; Wall-mounted gooseneck light fixtures used as the primary exterior illumination for entries and garage doors; Garage doors or large entries featuring carriage-style detailing or “Dutch door” split configurations; At least three distinct wall planes across the primary elevation; Metal-clad awnings without side supports installed over ground-level windows; The inclusion of at least one hexagonal, octagonal, or circular “moon” window or gate at the primary entrance; Architectural massing inspired by rural granaries or tank houses (e.g., a vertical tower element for a stairwell); Built-in wood or metal window boxes or balconettes on at least 20% of the street-facing windows; Use of shed or gabled dormers to break up large roof planes; Dark-color wood trellises or heavy timber lintels (minimum 6x8 inches) positioned above ground-floor openings; Application of plank-style, louvered, or framed wood shutters on at least 20% of windows on a publicly visible elevation, finished in a darker accent color;
Use of unadorned corrugated metal panels for focal wall sections or as “eyebrow” awnings over secondary entries; or Inclusion of at least one projecting bay window on the front facade, which may utilize a standing-seam metal or copper roof regardless of the primary roof material. 194
General Standards
Design Standards Applicant City Use Only
Complete N/A Complete N/A
Modern - All modern buildings shall adhere to the following standards:
Flat, low pitched, folded plate, or butterfly roofs shall be utilized (4:12 slope max). Tile roofs are prohibited.
Flat-roofed buildings shall incorporate a decorative molding (minimum 6-inch height for single-story, 12-inch for multi-story) that projects from the wall plane.
Minimum 12-inch overhangs are required for at least 50 percent of the roofline.
The primary wall materials shall be either glass, concrete block veneer, natural stone, metal panels or wood. At least 20 percent of the street-facing façade shall be composed of glass/windows.
Primary facade colors shall be restricted to off-whites, greys, metallic shades, or earth-tones.
Primary entrances must be recessed by a minimum of 12 inches to create shadow lines.
Windows shall feature metal (steel/aluminum) frames. Frames shall not be white.
Windows shall be square or rectangular.
Modern - single-family and duplex modern buildings shall include two of the following features; buildings with up to 10 residential units shall include at least three of the following features; and buildings with 11 or more residential units shall feature at least four of the following features:
Aluminum louvers consisting of fixed or operable horizontal slats with an anodized or powder-coated finish; Board and batten siding consisting of vertical boards 8 to 12 inches wide, with 1 to 2-inch wide battens; Breeze block consisting of hollow-core masonry units with geometric apertures, stacked in a continuous plane; Cantilevered upper stories projecting at least 3 feet beyond the ground-floor wall plane, supported without visible vertical columns;
Clerestory windows consisting of a horizontal band of glazing positioned located immediately beneath the roofline; Colonnades consisting of at least three columns spaced at regular intervals of 6-10 feet; Corner windows consisting of glazing units joined at a 90-degree angle using mitered glass or mullion less than 3 inches wide; Decorative water feature consisting of a geometric pool or fountain with a minimum surface area of 100 square feet; Exposed post-and-beam construction consisting of a visible structural framework of wood or steel members, articulated as the primary load-bearing system;
Floor-to-ceiling glass walls consisting of glazing units extending from the finished floor to the ceiling, utilizing slender frames; Horizontal beveled windows consisting of bands of windows featuring beveled glass or frames, oriented horizontally; Horizontal trellis consisting of a wood or metal framework, providing shade over at least 50 square feet of exterior space; Metal shadowbox frames consisting of recessed window assemblies within a metal frame that projects at least 4 inches; Metal sunshades consisting of fixed metal fins mounted over glazing, with a projection depth-to-height ratio of at least 1:2; Pivot-style front door, utilizing a concealed vertical pivot hinge system instead of side-mounted hinges; Raised podium foundation that elevates the primary floor plate at least 3 feet above the finished grade; Vertical metal slat awnings consisting spaced no more than 4 inches apart, projecting at least 1 foot from the facade. 195 General Standards
Design Standards Applicant City Use Only
Complete N/A Complete N/A
3.3 Building Elevations
Primary elevations shall incorporate design features such as offsets, balconies, projections, window reveals, or similar elements to preclude large expanses of uninterrupted building. Along the vertical face of a structure, such features shall occur at a minimum of every 35 feet along neighborhood entries and residential drives Residential entrances shall take the form of recesses, porches, stoops, overhangs, or forecourts for each primary dwelling unit.
Recesses
Units. A single entry recess may serve up to two residential units.
Width/Length. An entry recess shall be at least 5 feet wide, or 8 feet wide if used by two units.
Depth. An entry recess shall be at least 3 feet deep.
Height. The recess shall extend from grade to roof.
Finish Level Above Sidewalk. An entryway solely utilizing the recess frontage may be flush with the sidewalk.
Porches
Units. A single porch may serve no more than two residential units Width/Length. Porches shall be at least 10 feet wide if serving one unit, or 12 feet wide if serving two units.
Depth. Porches shall be at least 6 feet deep.
Height. The clearance between the floor of the porch and the underside of the roof eave shall be at least 8 feet.
Stoops
Units. An individual stoop may serve up to two residential units.
Width/Length. If provided, stoops shall be at least 3 feet wide.
Depth. Stoops shall be at least 3 feet deep. All stoop entries shall be recessed into the building façade by 1 foot.
Height. An overhang above a stoop shall feature an 8 foot height clearance.
Overhangs
Width/Length. If provided, overhangs shall be at least 5 feet wide.
Depth. Overhangs shall be at least 2 feet deep. If used in conjunction with a stoop, the overhang shall be at least as deep as the stoop.
Height. The clearance between the floor of the entryway and the underside of the overhang shall be at least 8 feet.
Forecourts
Width/Length. If provided, forecourts shall be at least 10 feet wide if serving one unit, 12 feet wide if serving two or three units, or 15 feet wide if serving four units.
Depth. Forecourts shall be at least as deep as they are wide.
Stairs. Stairs within a forecourt access units on an upper story. 196
General Standards
Design Standards Applicant City Use Only
Complete N/A Complete N/A
3.4 Roofs
Roofline Modulation. Residential buildings two or more stories shall feature roofline modulation and/or pitched roof variation.
Flat Roofs. Flat roofs shall not cover more than 50 percent of the building’s footprint, and shall feature a screening parapet topped with a coping, cornice at least 3 feet in height. (Modern style buildings exempt from requirement) Roof-Mounted Equipment. Roof-mounted equipment (e.g., air conditioning, heating, ventilation, and associated vents and exhausts) on multifamily buildings shall be screened from a horizontal line of sight pursuant to AVMC 15.62.080.
Antennas. Wireless communications, television, dish, amateur radio, and other antennas shall comply with the provisions of Chapters 15.42 and 15.44 AVMC.
3.5 Materials
Material List. Residential developments shall adhere to Table 3-1 of the ODS.
Four-Sided Architecture. All elevations shall contain the same primary materials and trim treatment.
Material Changes. Changes in material or color shall occur at inside corners of intersecting walls or at architectural features that break up the wall plane, such as columns.
3.6 Doors, Windows, and Trim
Trim. All windows and exterior doors shall either be recessed from the plane of the surrounding exterior wall or shall have a trim or windowsill.
When trim is used, a minimum of 0.5 inch by 3 inch trim is required, which is of a different color to the primary color of the building.
On stucco walls, when no trim is used, a minimum of 1 inch deep, raised relief around the window is required.
On brick or stone walls, when no trim is used, a minimum 2 inch wide brickmold is required around windows.
Doorbells shall be provided within 2 feet of the front door.
Entry doors for individual units shall include a viewport.
Glass shall be clear without reflective coating or dark tinting. Lightly tinted glazing less than 15% is acceptable.
Openable windows shall include screens.
3.7 Garages and Carports
Recess. Garage doors shall be set back at least 6 to 18 inches from the rest of the façade.
Treatments. Garage fixtures and wall treatments shall utilize materials and colors otherwise permitted for the selected architectural style category. Garages shall feature at least two design elements listed in the ODS.
Carports. Carport structures shall utilize the same colors, architectural finishes, and roofing materials as the residential building(s) it serves.
197
General Standards
Design Standards Applicant City Use Only
Complete N/A Complete N/A
3.8 Accessory Elements
Patios shall have a minimum area of 60 square feet with a minimum dimension of 6 feet in each direction.
Patios shall be separated from common or public areas by a fence or wall.
Balconies shall have a minimum area of 50 square feet with a minimum dimension of 5 feet in one direction. This dimension excludes areas for permanent equipment and storage.
Balconies shall be recessed a minimum of 1 foot partially recessed into the building façade. The maximum projection shall be 50 percent of the balcony’s full depth or 5 feet, whichever is less.
The underside of projecting balconies shall be finished with building material as the rest of the structure.
No balconies shall overhang into the public right-of-way or sidewalk, not including the portion of the building setback behind the existing lot line.
Roof decks shall have a minimum area of 50 square feet with a minimum dimension of 5 feet in one direction. This dimension excludes areas for permanent equipment and storage.
The sides of the roof deck shall be finished with building material that matches the rest of the building.
Roof decks shall not overhang from the building façade.
Mailboxes shall be located within one block of the residential units.
4.1 Large Scale Residential - The supplemental standards in this section apply to residential developments with a density of 25 units per acre or more.
4.2 - Site Planning
Larger (60+ unit) structures shall utilize major modulations, and may utilize elevated pedestrian walkways to connect different wings of a building that are formed by major modulations to provide ADA-compliant pedestrian access between all residential units and shared amenities of a development.
Corner Elements. Large multifamily buildings and mixed-use buildings sited on a corner shall provide at least two decorative features listed in the ODS.
Elevated Walkway Width. The walkway shall have a minimum width of 5 feet and a maximum width of 8 feet.
Elevated Walkway Height. The minimum height clearance from the ground to an elevated pedestrian walkway shall be 12 feet.
The interior vertical clearance for each level of a pedestrian walkway shall be 8 feet. 198
General Standards
Design Standards Applicant City Use Only
Complete N/A Complete N/A
4.3 Architecture and Materials
Major Modulations. A major modulation in facade depth, extending from grade to roof, shall be provided along facades greater than 150 feet in length. For such facades, a major modulation shall be provided for each 150 feet of building frontage. Major modulations shall be at least 10 feet deep and 25 feet in length.
Minor Modulations. A 5-foot change in facade depth no shorter than 15 feet in length and 10 feet in height shall be provided for every 50 feet of building frontage.
Stepbacks. As required in Table 15.18.030 of the AVMC, all minimum perimeter setbacks shall be increased one foot for every foot in height above 35 feet (except for setbacks from interior property lines).
Roofline Modulation. Large buildings shall also utilize at least one of the following techniques to modulate their rooflines, in addition to the standard roofline modulation listed in Section 3.4.
Blank Façades. Features such as trellises, screens, modulations, material changes, and landscaping shall cover at least 50 percent of all blank façades
4.4 Landscaping and Open Space - Landscaping shall be provided in accordance with the provisions of AVMC 15.62.060.
4.5 - Mixed Use
A minimum of 50 percent of a mixed-use building’s commercial or office components shall be located on the ground floor.
Common residential open space shall not be publicly-accessible.
Entrances to upper floor uses shall be provided through a common entrance fronting a street.
There shall be a ground-floor entrance to either a commercial, residential, open space, or parking use every 50 feet along the building’s street-facing frontages.
Service entries, loading areas, and trash areas associated with commercial uses shall not be immediately adjacent to residential uses.
The windows, doors, and other access points of commercial uses shall be oriented to not face residential uses within 50 feet.
Commercial buildings shall face public streets and be sited either adjacent to or in front of the residential component of a horizontal mixed-use development.
Residential uses shall be located at the rear or sides of the site.
Parking for commercial uses shall be located at the center of the site, allowing the parking to provide a buffer from on-site residential uses and maximize shared parking opportunities between residential and commercial uses.
If provided, dedicated private residential parking areas shall be separated from public commercial parking with a dedicated entrance.
The commercial, residential, and open space areas of a horizontal mixed use project shall be connected via internal pathways. 199
STREET TYPOLOGY EXHIBIT EXAMPLE
Residential developments shall feature a circulation system with a clear hierarchy of streets that allows for efficient ingress and egress of vehicles, and safe and convenient pedestrian connections throughout the development. An exhibit demonstrating that all portions of a project’s roadway system adheres to one of the following street types shall be included, according to the requirements below:
Residential Entries - YELLOW
Residential Drives - RED
Residential Alleys - PURPLE
Residential Lanes - BLUE
Lane Courts - CYAN
Pedestrian Walkways - GREEN
The Street Typology Exhibit shall contain all the information contained in the Proposed Development Site Plan, as described in the City’s Planning Application packet, and illustrate the relevant street types as shown in the example below:
EXAMPLE STREET TYPOLOGY EXHIBIT
200
STREET TYPOLOGY EXHIBIT EXAMPLE
Residential developments shall feature a circulation system with a clear hierarchy of streets that allows for efficient ingress and egress of vehicles, and safe and convenient pedestrian connections throughout the development. An exhibit demonstrating that all portions of a project’s roadway system adheres to one of the following street types shall be included, according to the requirements below:
Residential Entries - YELLOW
Residential Drives - RED
Residential Alleys - PURPLE
Residential Lanes - BLUE
Lane Courts - CYAN
Pedestrian Walkways - GREEN
The Street Typology Exhibit shall contain all the information contained in the Proposed Development Site Plan, as described in the City’s Planning Application packet, and illustrate the relevant street types as shown in the example below:
EXAMPLE STREET TYPOLOGY EXHIBIT
201
STREET TYPOLOGY EXHIBIT EXAMPLE
Residential developments shall feature a circulation system with a clear hierarchy of streets that allows for efficient ingress and egress of vehicles, and safe and convenient pedestrian connections throughout the development. An exhibit demonstrating that all portions of a project’s roadway system adheres to one of the following street types shall be included, according to the requirements below:
Residential Entries - YELLOW
Residential Drives - RED
Residential Alleys - PURPLE
Residential Lanes - BLUE
Lane Courts - CYAN
Pedestrian Walkways - GREEN
The Street Typology Exhibit shall contain all the information contained in the Proposed Development Site Plan, as described in the City’s Planning Application packet, and illustrate the relevant street types as shown in the example below:
EXAMPLE STREET TYPOLOGY EXHIBIT
202
Objective Design Standards
October 7, 2026
203
Background
City Council adopted ODS in June and at the August Study Session, directed staff to prepare an amendment to:
• Remove Modern Ranch and Modern architectural styles
• Explore Craftsman architectural style
Objective Design Standards apply to all types of residential development that meet one or more of the criteria below:
• 20% affordable to low-income households on Housing Element sites. • 10% affordable to low-income households on non-Housing Element sites that qualify for SB35.
• Renovations affecting 50% or more of the exterior walls or roof. 2 204
Existing Developments
3 205
Existing Developments
4 206
Objective Design Standards
5 Tuscan Spanish Revival
207
CHAPTER 3
ARCHITECTURE
C. Craftsman
Craftsman style is characterized by simple, lowprofile forms and an emphasis on natural materials and fine craftsmanship. Buildings typically feature
low-pitched gabled roofs with wide overhanging
eaves and exposed rafter tails. Prominent front
porches supported by columns or piers add depth and
visual interest to the massing. Exterior materials
often include wood siding, shingles, stone, and brick,
with decorative details expressed through exposed
structural elements and handcrafted woodwork.
Grouped windows and asymmetrical facades are
common, creating a balanced yet informal
appearance.
208
CHAPTER 3
ARCHITECTURE
All Craftsman style residential buildings shall adhere to the following standards:
1. Low- to moderate-pitched gable and/or hipped roofs (6:12 to 8:12). Brackets or knee braces at gabled ends;
2. Cedar shakes, shingles, or standing-seam metal roofing material;
3. Overhanging eaves (minimum 24 inches) with exposed rafter tails or beams;
4. Porches and/or balconies;
5. Articulated façades with massing breaks every 25 feet minimum;
6. Use of wood shingles, clapboard or fiber cement siding material;
7. Wood or wood-like trim around windows and doors, with contrasting colors;
8. Wood or wood-like exterior material and natural stone or brick for exterior material;
9. Primary facades shall be of neutral, earth-toned color;
10.All entrance doors shall be recessed at least 6 inches and/or accentuated with a covered porch using gabled or hipped roof style. 209
CHAPTER 3
ARCHITECTURE
In addition, duplexes and detached single-family Craftsman buildings shall include at least two of the following features; buildings with 10 units or less shall feature at least three of the following features, and buildings with 11 or more units shall include at least four of the following features:
1. Entry porch with a minimum depth of 5 feet, supported by wood or stone piers that extend to the ground;
2. Extended lintels above all windows;
3. Use at least two types or shapes of windows with at least 50 percent be designed as casement windows;
4. Decorative light fixtures with metal frames and geometric pattern;
5. One gabled dormer along the front façade or elevations visible from the public right-ofway with small single or paired windows;
6. Provide balconies for at least 50 percent the total units in the building, each with a minimum depth of 6 feet and a minimum width of 10 feet;
7. Construct chimneys extending at least 2 feet above the roof ridge;
8. Paired and/or ribbon windows, including narrow windows placed on both sides of a broad window.
210
Recommendations:
Option 1:
Adopt a Resolution amending the Objective Design
Standards manual to remove Modern Ranch and Modern
architectural styles.
or
Option 2:
Adopt a Resolution amending the Objective Design
Standards manual to remove Modern Ranch and Modern
architectural styles and add the Craftsman architectural style.
9 211
City of Aliso Viejo
AGENDA ITEM
DATE: October 7, 2026
TO: Mayor and City Council
FROM: So Kim, Community Development Director
SUBJECT: CONDITIONAL USE PERMIT TO EXPAND THE FLOOR AREA OF ALISO CROSSFIT AT 6 JOURNEY, SUITES 300 AND 325
Recommended Action:
Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ALISO VIEJO, CALIFORNIA, APPROVING A CONDITIONAL USE PERMIT TO ALLOW ALISO CROSSFIT TO EXPAND ITS FLOOR AREA TO 4,911 SQUARE FEET AT 6 JOURNEY, SUITES 300 AND 325 (USE-2026-01011).
Fiscal Impact:
There is no fiscal impact associated with the recommended action.
Background:
On October 10, 2011, the Community Development Director approved an Administrative Use Permit (PA11-035), allowing Aliso CrossFit to operate at 6 Journey, Suite 300. Aliso CrossFit is a fitness facility that provides personal and group training sessions.
On August 18, 2026, Kellie Wunsch (“Applicant”) submitted a Conditional Use Permit, requesting approval to expand the floor area of the existing 2,490 square foot fitness facility by adding the adjoining suite, resulting in a combined tenant space of approximately 4,911 square feet.
On September 23, 2026, public notice of the City Council hearing was published in the Orange County Register and mailed to owners of properties located within 300 feet of the subject property.
Discussion:
The existing fitness facility is classified as a “health club” in the Aliso Viejo Municipal Code (“AVMC”), which means a commercial establishment having members who pay a fee to use its health and fitness facilities and equipment. Health clubs over 3,000 square feet of 212
gross floor area may be allowed in the subject Business Park 1 zoning district with an approval of a Conditional Use Permit (“CUP”). Pursuant to AVMC §17.74.040.C Required Findings, the following findings shall be made by the City Council prior to the approval of a CUP:
1. Consistency with General Plan. The land use is consistent with the general plan and any applicable specific plan.
The subject property is located within an existing commercial business park and is designated for nonresidential commercial uses. The continued operation and proposed expansion of an existing fitness facility supports recreational opportunities available to the community, consistent with Goal LU-1, which seeks to provide a diverse mix of land uses to meet the future needs of residents and the business community, and Policy LU-1.4, which supports beneficial recreational opportunities and services for the entire community. The project also advances Policy LU-1.5, which encourages maximizing the availability and use of recreational facilities within the community, and is consistent with Goal LU-12, which promotes the construction, maintenance, and active use of publicly and privately operated recreation facilities and programs. Additionally, the proposed tenant expansion supports Goal LU-3, which encourages development that provides a solid fiscal foundation for the City and diverse employment opportunities, and Policy LU-3.2, which promotes Aliso Viejo as an employment center responsive to the needs of the business community. Because the project expands existing recreational commercial use within an existing commercial building, is compatible with the surrounding business park environment, and furthers General Plan objectives related to recreation, economic vitality, and commercial services, the proposed fitness facility expansion is consistent with the General Plan. Therefore, this finding can be made.
2. Consistency with Zoning Code. The land use and associated development conform to the permitted use provisions and development standards of this zoning code and are consistent with this code and any applicable specific plan.
The project site is located within the Business Park 1 (BP-1) zoning district. The proposed project involves the expansion of the existing fitness facility into the adjacent tenant space (Suite 375), which was previously occupied by Navika USA and is currently vacant. The expanded facility would occupy a combined tenant space of approximately 4,911 square feet. The expanded use will comply with the permitted use provisions of the BP-1 zoning district and the applicable AVMC development standards. No changes are proposed to the existing building footprint, site layout, access, circulation, and no physical modifications are proposed that would create a nonconforming condition. As for parking, the former tenant, Navika USA, operated a distribution and office use, which required one parking space per 1,000 square feet per the AVMC. Health clubs require one parking space per 150 square feet. Based on the proposed 2,421 square foot expansion area, the project would generate a demand for approximately 13 213
additional parking spaces compared to the previous use. However, a parking study prepared by Kimley-Horn in June 2026 found that the site’s existing parking supply of 202 spaces substantially exceeded the observed average peak parking demand of 45 occupied spaces (see table below).
The study was prepared in support of the recently approved Jiu Jitsu studio located within the same building, which was projected to generate a parking demand of 33 spaces. Based on the study’s observed peak parking demand of 45 occupied spaces, together with the Jiu Jitsu studio’s projected parking demand of 33 spaces, the site would experience a total peak parking demand of 78 spaces. Compared to the site’s existing supply of 202 parking spaces, a minimum of 124 parking spaces would remain available during peak demand periods. As the overall tenant mix within the business park has not changed since the study was completed, Staff believes the existing parking supply is sufficient to accommodate the additional 13 parking spaces required for the proposed fitness facility expansion. Therefore, this finding can be made.
3. Compliance with CEQA. Processing and approval of the permit application are in compliance with the requirements of the California Environmental Quality Act.
The proposed project is exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to Section 15301 (Existing Facilities) of the CEQA Guidelines. The project consists of the expansion of an existing fitness facility into an adjoining tenant space within an existing commercial building, involving no expansion of the existing building footprint and no significant change in the intensity of use beyond that contemplated for the commercial center.
The proposed project does not involve any exterior modifications or physical changes that would result in a potentially significant environmental impact.
Therefore, this finding can be made.
4. Surrounding Uses. Approval of the application will not create conditions materially detrimental to the public health, safety and general welfare or injurious to or incompatible with other properties or land uses in the vicinity.
The fitness facility has operated at the project site since 2011 pursuant to Administrative Use Permit PA11-035 without evidence of adverse impacts to neighboring businesses or properties. The proposed project consists solely of expanding the existing operation into an adjacent tenant suite within the same 214
commercial building. The use is compatible with the surrounding commercial and business park uses, and the facility will continue to operate in accordance with all applicable City regulations. Furthermore, adequate parking, access, and circulation are available to accommodate the expanded facility. As such, the project is not expected to result in significant noise, traffic, operational, or other land use compatibility impacts on adjacent properties or the surrounding area.
Therefore, this finding can be made.
Attachments:
1. Resolution
2. Presentation
215
RESOLUTION NO. 2026-___
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ALISO
VIEJO, CALIFORNIA, APPROVING A CONDITIONAL USE PERMIT TO ALLOW ALISO CROSSFIT TO EXPAND ITS FLOOR AREA TO 4,911
SQUARE FEET AT 6 JOURNEY, SUITES 300 AND 325 (USE-2026- 01011).
WHEREAS, on October 10, 2011, the Community Director approved an Administrative Use Permit (PA11-035), allowing Aliso CrossFit to operate at 6 Journey, Suite 300. Aliso CrossFit is a fitness facility that provides personal and group training sessions; WHEREAS, on August 18, 2026, Kellie Wunsch (“Applicant”) submitted a Conditional Use Permit, requesting approval to expand the floor area of the existing 2,490 square foot fitness facility by adding the adjoining suite, resulting in a combined tenant space of approximately 4,911 square feet;
WHEREAS, on September 23, 2026, the City Council held a public hearing as prescribed by law and considered written and verbal public testimony that was submitted prior to the hearing and during the hearing and evidence and recommendations presented by staff in the agenda report and oral presentation; and
WHEREAS, all legal prerequisites to the adoption of this Resolution have occurred.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ALISO VIEJO AS FOLLOWS:
Section 1. Incorporation of Recitals. The City Council hereby finds and determines that all of the recitals set forth above are true and correct. The above recitals are hereby incorporated as substantive findings of this Resolution.
Section 2. Findings for Conditional Use Permit USE-2026-01011. Pursuant to Aliso Viejo Municipal Code §17.74.040.C Required Findings, the City Council hereby makes the following findings of fact and approves the Conditional Use Permit USE-2026- 01011, subject to the conditions of approval as set forth in Exhibit “A” and Project plans as set forth in Exhibit “B”, which are attached hereto and incorporated herein by reference.
A. Consistency with General Plan. The project is consistent with the general plan and any applicable specific plan. The subject property is located within an existing commercial business park and is designated for nonresidential commercial uses.
The continued operation and proposed expansion of an existing fitness facility supports recreational opportunities available to the community, consistent with Goal LU-1, which seeks to provide a diverse mix of land uses to meet the future needs of residents and the business community, and Policy LU-1.4, which supports beneficial recreational opportunities and services for the entire community. The project also advances Policy LU-1.5, which encourages 216
maximizing the availability and use of recreational facilities within the community, and is consistent with Goal LU-12, which promotes the construction, maintenance, and active use of publicly and privately operated recreation facilities and programs.
Additionally, the proposed tenant expansion supports Goal LU-3, which encourages development that provides a solid fiscal foundation for the City and diverse employment opportunities, and Policy LU-3.2, which promotes Aliso Viejo as an employment center responsive to the needs of the business community.
Because the project expands existing recreational commercial use within an existing commercial building, is compatible with the surrounding business park environment, and furthers General Plan objectives related to recreation, economic vitality, and commercial services, the proposed fitness facility expansion is consistent with the General Plan.
B. Consistency with Zoning Code. The land use and associated development conform to the permitted use provisions and development standards of this zoning code and is consistent with this code and any applicable specific plan. The project site is located within the Business Park 1 (BP-1) zoning district.
The proposed project involves the expansion of the existing fitness facility into the adjacent tenant space (Suite 375), which was previously occupied by Navika USA and is currently vacant. The expanded facility would occupy a combined tenant space of approximately 4,911 square feet. The expanded use will comply with the permitted use provisions of the BP-1 zoning district and the applicable AVMC development standards. No changes are proposed to the existing building footprint, site layout, access, circulation, and no physical modifications are proposed that would create a nonconforming condition. As for parking, the former tenant, Navika USA, operated a distribution and office use, which required one parking space per 1,000 square feet per the AVMC. Health clubs require one parking space per 150 square feet. Based on the proposed 2,421 square foot expansion area, the project would generate a demand for approximately 13 additional parking spaces compared to the previous use. However, a parking study prepared by Kimley-Horn in June 2026 found that the site’s existing parking supply of 202 spaces substantially exceeded the observed peak parking demand of 45 occupied spaces. The study was prepared in support of the recently approved Jiu Jitsu studio located within the same building, which was projected to generate a parking demand of 33 spaces. Based on the study’s observed peak parking demand of 45 occupied spaces, together with the Jiu Jitsu studio’s projected parking demand of 33 spaces, the site would experience a total peak parking demand of 78 spaces. Compared to the site’s existing supply of 202 parking spaces, a minimum of 124 parking spaces would remain available during peak demand periods. As the overall tenant mix within the business park has not changed since the study was completed, the existing parking supply is sufficient to accommodate the additional 13 parking spaces required for the proposed fitness facility expansion.
C. Compliance with CEQA. Processing and approval of the permit application are in compliance with the requirements of the California Environmental Quality Act. The 217
proposed project is exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to Section 15301 (Existing Facilities) of the CEQA Guidelines. The project consists of the expansion of an existing fitness facility into an adjoining tenant space within an existing commercial building, involving no expansion of the existing building footprint and no significant change in the intensity of use beyond that contemplated for the commercial center. The proposed project does not involve any exterior modifications or physical changes that would result in a potentially significant environmental impact.
D. Surrounding Uses. Approval of the application will not create conditions materially detrimental to the public health, safety and general welfare or injurious to or incompatible with other properties or land uses in the vicinity. The fitness facility has operated at the project site since 2011 pursuant to Administrative Use Permit PA11-035 without evidence of adverse impacts to neighboring businesses or properties. The proposed project consists solely of expanding the existing operation into an adjacent tenant suite within the same commercial building. The use is compatible with the surrounding commercial and business park uses, and the facility will continue to operate in accordance with all applicable City regulations. Furthermore, adequate parking, access, and circulation are available to accommodate the expanded facility. As such, the project is not expected to result in significant noise, traffic, operational, or other land use compatibility impacts on adjacent properties or the surrounding area.
Section 3. Custodian of Records. The custodian of records for this Resolution is the City Clerk and the records comprising the administrative record are located at 12 Journey, Suite 100, Aliso Viejo, CA 92656.
PASSED, APPROVED AND ADOPTED this 7
th day of October 2026.
__________________________
Max Duncan
Mayor
APPROVED AS TO FORM: ATTEST:
__________________________ __________________________
Scott C. Smith, City Attorney Maria Kendig, City Clerk
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ALISO VIEJO )
218
I, MARIA KENDIG, City Clerk of the City of Aliso Viejo, California, DO HEREBY CERTIFY that foregoing is the original Resolution No. 2026-__ duly passed and adopted by the City Council of the City of Aliso Viejo at their regular meeting held on the 7th day of October, 2026, by the following roll call vote, to wit:
AYES:
NOES:
ABSENT:
___________________________
MARIA KENDIG
CITY CLERK
(SEAL)
219
Exhibit “A”
Conditions of Approval
Case No. USE-2026-01011
1. Project Description. Approval is for Aliso CrossFit to expand the floor area of the existing 2,490 square foot fitness facility (Suite 300) by adding adjoining Suite 375, resulting in a combined tenant space of approximately 4,911 square feet.
2. Payment of Fees. The Applicant and Applicant’s successors in interest shall be responsible for payment of all applicable fees along with reimbursement for all City expenses in ensuring compliance with these conditions. Prior to issuance of a Certificate of Occupancy, the Applicant shall be fully responsible for reimbursing the City of Aliso Viejo for all expenses incurred to assure compliance with all conditions of approval.
3. Compliance with Regulations. The Applicant shall ensure design, maintenance, and operation of the permit area and fixtures thereon shall comply with all applicable regulations of the Municipal Code and all requirements and enactments of Federal, State, County and City authorities. All such requirements and enactments shall by reference become conditions of this permit whether or not they are listed as conditions. The Applicant and Applicant’s successors in interest shall be fully responsible for knowing and complying with all conditions of approval, including making known the conditions to City staff for future governmental permits or actions on the project site.
4. Compliance with Conditions. The Applicant shall be fully responsible for knowing and complying with all conditions of approval, including making conditions known to City staff for future governmental permits or actions on the project site. Failure to abide by and faithfully comply with any and all conditions attached to granting these permits may constitute grounds for revocation of the permit(s) in accordance with AVMC Section 15.74.120.
5. Compliance with City Codes. The approved project shall comply with all applicable provisions of the municipal code, including but not limited to provisions of building codes and any conditions imposed as part of the approval process.
6. Compliance with Building Codes. Tenant improvement plans shall be submitted for review, approved and permits issued, and shall comply with standards, regulations and requirements of current editions of the California Building Code, California Plumbing Code, California Mechanical Code, and California Electrical Code, including any local amendments adopted by the City of Aliso Viejo.
7. Noise. The following exterior noise standards, unless otherwise specifically indicated, shall apply to all nonresidential property within the city. If a noise affects both residential and nonresidential property, then the applicable noise standard shall be the arithmetic mean of the applicable standards that apply to residential 220
and nonresidential property. In the event the noise consists entirely of impact noise, simple tone noise, speech, music, or any combination thereof, each of the noise levels below shall be reduced by five dB(A).
Nonresidential Exterior Noise Standards
Noise Level Time Period
Commercial 65 dB(A) 7:00 a.m. – 10:00 p.m.
60 dB(A) 10:00 p.m. – 7:00 a.m.
8. Indemnification. The Applicant shall indemnify, protect, defend, and hold the city, and/or any of its officials (appointed or elected), officers, employees, agents, departments, agencies, and instrumentalities thereof, harmless from any and all claims, demands, lawsuits, writs of mandamus, and other actions and proceedings (whether legal, equitable, declaratory, administrative or adjudicatory in nature), and alternative dispute resolution procedures (including, but not limited to arbitrations, mediations, and other such procedures), judgments, orders, and decisions (collectively 'Actions'), brought against the city, and/or any of its officials, officers, employees, agents, departments, agencies, and instrumentalities thereof, that challenge, attack, or seek to modify, set aside, void, or annul, any action of, or any permit or approval issued by the city and/or any of its officials, officers, employees, agents, departments, agencies, and instrumentalities thereof (including actions approved by the voters of the city) for or concerning the project, whether such Actions are brought under the Ralph M. Brown Act, California Environmental Quality Act, Planning and Zoning Law, Subdivision Map Act, Community Redevelopment Law, Code of Civil Procedure Sections 1085 or 1094.5, or any other federal, state, or local constitution, statute, law, ordinance, charter, rule, regulation, or any decision of a court of competent jurisdiction. It is expressly agreed the city shall have the right to approve, which approval will not be unreasonably withheld, legal counsel providing the city's defense, and that Applicant shall reimburse city for any costs and expenses directly and necessarily incurred by the city in the course of the defense. The city shall promptly notify the Applicant of any action brought, and city shall cooperate with the Applicant in defense of the action.
9. Other Agency Approvals. The Applicant shall comply with all applicable requirements of outside agencies having jurisdiction, including but not limited to the local fire authority, water district, and any other local, regional, State, or Federal agencies.
10.Expiration. This approval shall expire and be of no further force or effect if:
a. The permit is not established within two years of the permit’s effective date or such other time period designated by the permit approval, by state law, or by this code; or
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b. After establishment, the use or activity for which the permit was approved is discontinued or abandoned for a period of one year.
11.Time Extensions. Upon application before expiration of the period of validity, the City Council may grant or conditionally grant an extension to the period of validity for up to one year per extension if it finds that such an extension is justified by the circumstances of the original findings for the project can still be made with, if necessary, the imposition of conditions not originally imposed on the project. The filing of an application for extension shall stay expiration of the permit until action is taken on the time extension by the decision-making authority. No more than two one-year extensions may be granted or conditionally granted.
12.Revocation of discretionary permits. Any discretionary permit may be revoked by the original decision-making authority pursuant to the provisions of AVMC
15.74.120 (Revocation of Discretionary Permits).
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Exhibit “B”
Project Plans
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Aliso CrossFit Expansion
Conditional Use Permit (USE-2026-01011)
6 Journey, Suites 300 & 375
224
CrossFit
2 Proposed Expansion
• 2,490 to 4,911 SF
Parking Supply (202)
• Peak Demand (45)
• Jiu Jitsu (33)
• CrossFit (13)
Surplus (111)
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City of Aliso Viejo
AGENDA ITEM
DATE: October 7, 2026
TO: Mayor and City Council
FROM: So Kim, Community Development Director
Rose Rivera, Principal Planner
SUBJECT: GENERAL PLAN AMENDMENT GPA-2026-01002, ZONE CHANGE ZC2026-01001, VESTING TENTATIVE TRACT MAP 19489, SITE DEVELOPMENT PERMIT SDP-2026-01001, DEVELOPMENT
AGREEMENT DA-2026-01002 AND ADOPTION OF MITIGATED
NEGATIVE DECLARATION CEQA-2026-01004 FOR THE
DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME
COMMUNITY AT 15 ARGONAUT
Recommended Action:
Conduct a public hearing and:
1. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF ALISO VIEJO, CALIFORNIA, ADOPTING A MITIGATED NEGATIVE
DECLARATION AND A MITIGATION MONITORING AND REPORTING PROGRAM (CEQA-2026-01004) PURSUANT TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT FOR GENERAL PLAN AMENDMENT GPA-2026-01002, ZONE CHANGE ZC-2026-01001, VESTING TENTATIVE TRACT MAP 19489, AND DEVELOPMENT AGREEMENT DA-2026-01002 TO ALLOW THE DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15 ARGONAUT (APN: 623-093-10 & 623-093-11);
2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF ALISO VIEJO, CALIFORNIA, APPROVING AN AMENDMENT TO THE
GENERAL PLAN LAND USE DESIGNATION AND ASSOCIATED LAND USE MAP
FROM BUSINESS PARK TO MEDIUM DENSITY RESIDENTIAL FOR THE DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15 ARGONAUT (APN: 623-093-10 & 623-093-11);
3. Introduce for first reading an Ordinance entitled: AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, APPROVING A ZONE CHANGE FROM BUSINESS PARK 2 TO MEDIUM DENSITY RESIDENTIAL 226
DISTRICT FOR THE DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15 ARGONAUT (623-093-10 & 623-093-11);
4. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF ALISO VIEJO, CALIFORNIA, APPROVING VESTING TENTATIVE TRACT MAP 19489 FOR SUBDIVISION INTO CONDOMINIUM PURPOSES AND SITE DEVELOPMENT PERMIT (SDP-2026-01001) TO ALLOW THE DEVELOPMENT OF A 58-UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15
ARGONAUT (623-093-10 & 623-093-11); and
5. Introduce for first reading an Ordinance entitled: AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF ALISO VIEJO, CALIFORNIA, APPROVING DEVELOPMENT AGREEMENT DA-2026-01002 BETWEEN THE CITY AND BRANDYWINE ACQUISITION GROUP, LLC. FOR THE DEVELOPMENT OF A 58- UNIT RESIDENTIAL TOWNHOME COMMUNITY LOCATED AT 15 ARGONAUT (APN: 623-093-10 & 623-093-11).
Fiscal Impact:
As part of the Development Agreement, the Applicant will contribute a one-time $2,057,651 fee in public benefits to the City, with the funds deposited into the Development Impact Fund.
Background:
On April 15, 2026, Brandywine Acquisition Group, LLC. (“Applicant”) submitted a General Plan amendment, zone change, vesting tentative tract map, site development permit, and a Development Agreement (DA-2026-01002) application to demolish an existing office building to accommodate the construction of a multi-family residential community at 15 Argonaut (“Project”).
On March 4, 2026, the City Council held a duly noticed public review and provided initial feedback on concept plans for the Project.
Discussion:
Existing Site
The existing site measures 4.4 acres comprised of two parcels (APNs 623-093-10 and 623-093-11) (“Site”). The site is developed with a two-story, 41,000 square foot office building with exterior parking areas and landscaped slopes along the northern and western boundaries. The site is accessed by a single entry/exit located at the southeastern corner of the site and is located within a larger business park. The General Plan land use and zoning designations for the site are Business Park and Business Park 2, respectively. Surrounding land uses are detailed in Table 1 below. 227