Laguna Hills City Council
January 27, 2026

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |12
residential, the old Laguna Hills Mall, and the Laguna Hills Civic Center. Avenida de la Carlota can be used as an alternative to the freeway during congested periods, connecting to key arterials, such as Lake Forest Drive, El Toro Road, and Los Alisos Boulevard. The corridor is often used as an alternate route for emergency services to reach the Saddleback Medical Center facilities.

The anticipated planned redevelopment of the Laguna Hills Mall into a mixed-use and multi-family development is expected to increase traffic volumes along Avenida de la Carlota.

Regional Network
The Avenida De La Carlota corridor crosses many synchronized arterials such as:

Lake Forest Drive, Paseo De Valencia, El Toro Road, and Los Alisos Boulevard. OCTA’s Countywide Baseline Study is currently working to update most corridors, with implementation of new timing plans expected to occur sometime in 2026.

It is important to note that the traffic signal locations on El Toro Road and Paseo De Valencia play an important role as exit/access points to the I-5 freeway and are part of the El Toro Road synchronized corridor.

Because of its proximity and direct access to the I-5 freeway, the project corridor can be used as an alternate route by drivers avoiding congestion or construction on the freeway. A secondary route for southbound traffic is the use of Paseo De Valencia, from the I-5 off ramp & Avenida De La Carlota to Alicia Parkway, with an option to reach Moulton Parkway through Laguna Hills Drive. Figure F.2 shows the predominant traffic flows along and around the project corridor.

TRAFFIC SIGNAL SYSTEM
The City of Laguna Hills currently hosts at its City Hall an Econolite CENTRACS Advanced Traffic Management System
(ATMS) server, which is shared with the cities of Laguna Woods and Aliso Viejo. The City of Laguna Hills uses various models of Econolite signal controllers along Avenida De La Carlota (Cobalt, ASC/3 and ASC/2), which communicate
through a copper interconnect signal network.

As part of this project, the City of Laguna Hills will be expanding its fiber-optic network (72 SMFO) by installing new conduits and pull boxes, removing old copper
interconnect cables, installing fiber infrastructure, and replacing Ethernet switches (Actelis). Laguna Hills will also install new Cobalt controllers, CCTV cameras, and a new conduit and fiber connection to City Hall, including a
router/ethernet switch.

Figure F.3 summarizes the proposed improvements for the project.

Figure F.2 – Predominant Traffic Flow
Figure F.3 – Project Improvements
• Cobalt ATC
• CCTV
• Fiber optic network
• Cobalt ATC
• CCTV
• Fiber optic network
• CCTV
• Fiber optic network
• Fiber optic
network
• Cobalt ATC
• CCTV
• Fiber optic
network
• Cobalt ATC
• CCTV
• Fiber optic
network
• CCTV
• Fiber optic
network

CITY HALL
• Ethernet Switch
• Conduit
• Fiber Optic Cable
• CCTV
• Fiber optic network
• Cable/Conduit
• Actelis Switch
• Patch panel
• Splice Hub
• 6E pull boxes

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |13
F.2 OUR PROJECT APPROACH
ADVANTEC is very familiar with all elements of the RTSSP work plan. Our project approach is based on previous success of similar projects, and on our objective to deliver better, faster, and more cost-effective solutions. ADVANTEC understands that each project is unique, and we will use our experience, lessons learned, and value-added services to successfully meet the needs of the City.

The Primary Implementation Phase will be conducted in two concurrent focus areas: 1) Signal Synchronization, and 2) Signal System Design (PS&E) & Construction. ADVANTEC has assigned an experienced project engineer in charge of each focus area. The Signal Synchronization work will involve coordination with the Countywide Baseline Study for development of synchronization timing, and include conducting the Before/After studies and a Field Review of signal phasing and operations, which will be conducted with the Signal System Design tasks of Data Collection (as-built signal plans and documents) and Field Review of existing signal infrastructure.

The following summarizes our approach to complete the primary project elements from the two concurrent focus areas: Signal Synchronization (i.e. traffic signal timing optimization and implementation) and Signal System Design (PS&E) & Construction.

SIGNAL SYNCHRONIZATION APPROACH
ADVANTEC will coordinate with the Countywide Baseline Study, the Lake Forest Drive TSSP, and the Paseo De Valencia-Moulton TSSP projects to closely follow the development of new signal timing for Avenida De La Carlota. ADVANTEC will review and provide input on the implementation and fine-tuning of new coordination timing along the corridor.

ADVANTEC will obtain the final Synchro files from the other concurrent projects to use during the O&M Phase.

Timing Implementation
Upon completion of signal system construction, and prior to the implementation of new signal timing by the Countywide Baseline Study, a Before Study will be conducted, which will consist of travel runs along the project corridor ADVANTEC will coordinate with the Countywide Baseline Study, the Lake Forest Drive TSSP, and the Paseo De Valencia-Moulton TSSP project for the implementation and fine-tuning of new coordination timing along the corridor.

An After-Study will then be conducted, and a Project Report will be prepared describing the project activities and results of the Before/After comparison.

The On-going Operations and Maintenance (O&M) support will commence after the City’s review and approval of the project report and closure by OCTA of the Primary Implementation Phase of the project. Support activities will be in place for a period of 24 months.

During the O&M, ADVANTEC will closely follow any changes in traffic patterns and new land use development, such as the old Laguna Hills Mall site, to determine the need to revise the signal timing plans.

Signal Coordination Considerations and the Need for Special Plans or Responsive Plans Freeway Off-ramps at El Toro Road: The intersections of Avenida De La Carlota & I-5 SB off-ramp, Avenida De La Carlota & El Toro Road, and El Toro Road & Bridger Road/I-5 NB off-ramp are very closely spaced, with high traffic volumes entering and exiting the freeway and traveling along El Toro Road. This creates an interdependency in the operation of these signals to prevent any gridlock between intersections. ADVANTEC will create a detailed SimTraffic simulation model of this area that will enable us to review and fine-tune signal operation plans, by selecting the best phase sequences, offsets and splits.

Need for Special Plans: Some land uses, such as, schools, colleges, churches, and commercial centers can have their own traffic patterns, such as, off-peak traffic surges, or high peaks with short durations, which do not match the corridor commute patterns. These peaks can result in inadequate amounts of green time for side streets or minor movements during these periods and associated cycle failures. ADVANTEC has developed and successfully implemented special timing plans to accommodate traffic surges associated with school traffic. ADVANTEC will evaluate and implement additional Time of Day plans for traffic signals adjacent to these special land uses. These extra plans will better manage peaks in traffic.

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |14
Detours and Traffic Responsive Operations: The project corridor is likely to be used as a detour or alternate route for drivers avoiding congestion on the I-5 freeway. The segment of Avenida De La Carlota, between Lake Forest Drive and El Toro Road, is normally used for local access to residential, medical and business uses in the area, and is not set up to handle large volumes of traffic. ADVANTEC will develop special timing plans and set up Traffic Responsive Operations along selected segments of the corridor to better accommodate sudden increases in traffic caused by traffic bypassing the freeway.

SIGNAL SYSTEM DESIGN AND CONSTRUCTION APPROACH
ADVANTEC has a clear understanding of the key project elements and provide an innovative approach to successfully deliver this project. ADVANTEC brings key technical experts that have a thorough understanding of the of the traffic signal, communications, and ITS improvements that requires focusing on the following primary project elements.

Based on our understanding of the key project elements, ADVANTEC’s project approach will ensure successful delivery of this project.

ADVANTEC’s process to successfully deliver the key project elements consists of the following:

Review of Proposed Improvements
The review of proposed improvements will occur at two stages: 1) at the beginning of project, and 2) during our preliminary engineering phase, which will occur after our site surveys, field review, and preparation of our preliminary plans.

At the onset of the project, ADVANTEC will set up our kick-off meetings with the City of Laguna Hills. The purpose of these meetings is to verify and finalize the location and type of traffic, communications, and ITS improvements at each project intersection. This also includes verifying the upgrades at City of Laguna Hills traffic management or operations center, and the new fiber optic connection and required upgrades.

After our site survey and field review, ADVANTEC will prepare preliminary plans with our recommendations. This will be reviewed with City staff for their buy-off prior to the final design and engineering phase.

On-Site City Hall Review
The following summarizes our approach for our inventory, the new fiber optic connection at the City Hall.

ADVANTEC will inventory all communications, servers, Ethernet switch(es), and Centracs ATMS equipment, and connections from the server room to their local traffic management workstation(s) including connectivity to the signals. We will prepare plans and schematics as necessary for upgrades from the field to the central traffic management system. We will also work the City and Econolite to ensure that we have all of the proper licenses and upgrades earmarked for this project including any warranty extensions. If necessary, we can leverage the funding from this project to make sure the City's warranty is extended for the next 3 to 5 years or more.

For new fiber connection to City Hall, ADVANTEC will confirm an entry point or identify the best location to enter the building. Typically, the cable will be routed to the City's primary server room or designated room where the new traffic signal communications and network equipment will be housed. Then, we will work with the City to determine who will have access to the traffic management system and their location (office). From there, we will provide a physical communication link via CAT6 or CAT5E cable and provide a direct connection to a destinated workstation that can access and have command and control of Centracs ATMS and potential video feeds.
✓ Cobalt Controllers
✓ CCTV Cameras
✓ Fiber Optic Ethernet Communications
✓ Ethernet Switches
✓ A New Fiber Connection, Router, and Ethernet Switch Laguna Hills City Hall
✓ Networking and Switching
✓ System Integration

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |15
The image to the right is an example
detail of the fiber optic cable entering
the building to an equipment rack and
connection to workstations. The other
image shows the equipment rack layout
with the fiber distribution unit (FDU) on
top, the Ethernet switch, KVM, and
firewall in the middle, and UPS at the
bottom. We envision that we will provide
a similar layout and details to ensure the
proper installation and connectivity
between the equipment.

Detailed Field Review
ADVANTEC’s senior ITS/system engineers' experts will conduct the field reviews. ADVANTEC uses standard field review forms and worksheets to ensure consistency of field review and inventory of traffic signal equipment, ITS field elements, traffic management or traffic operations center elements, and communication system including network and topology.

ADVANTEC will perform an in-depth field review of traffic signal equipment, ITS field elements, and communication system including network and topology (fiber optic, copper, wireless, etc.), and above and underground utilities and obstructions. Each item inventoried will include an identification number, description, and an assessment of the condition while in the field.

ADVANTEC will use our standard field review forms in order to document this information in clear concise manner that will ensure consistency of the field review and inventory. ADVANTEC’s task leaders and team members that are assigned to conduct the field review and assessment are senior traffic/ITS and system engineers. This benefits the City by providing results that are accurate and precise, which allows decision making about our next steps (e.g., recommended improvements) to be made concisely and made with confidence.

Network and Fiber Optic Communication Upgrades from the Field to City Hall Improvements ADVANTEC provides the City with unique benefits regarding our in-house staff capabilities upgrading or expanding their communications networks. ADVANTEC brings System Engineers with Ethernet communications experience. We use best practices to expand or upgrade each City’s communication system, network, and topologies. During this process, we will provide communication management solutions at the backbone and distribution levels, avoid impacts to the system, and provide solutions for integration of future transportation technologies. In addition, ADVANTEC staff will work with City staff to provide the proper state-of-the-art secured Ethernet communication network, servers, firewalls, etc. This benefits the City by using a firm that understands the hardware,software, and personnel at every level that will help coordinate this effort.

At the local intersection level, we will install new Ethernet switches and will use 'best practices' for programming each switch. This includes, but is not limited to, setting up the correct IP Addresses and virtual local area networks (VLANs). If the City has an IP Address scheme, we will review and provide recommendations as needed. Our goal is to ensure that the system is easy to setup and expandable and scalable for the future. We will do this by assigning ports for specific equipment, such as: Port 1 will be reserved for traffic signal controllers, Port 2 will be reserved for CCTV, etc. An example is provided to the right. This helps the Contractor program each switch with a consistent pattern, and will be useful for troubleshooting when maintaining an organized system.

At Laguna Hills City Hall, we will work with City staff to verify all of the required traffic management system and/or network upgrades. This includes hardware and software applicable for the traffic, ITS, and communication systems. Based upon our site visit, ADVANTEC will layout the equipment and connectivity from the Centracs ATMS to the traffic management system workstation(s), and call out the necessary upgrades. A sample plan is provide to the right.

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |16
ADVANTEC will layout the communications from outside of the building and route it to the server room or designated location, and to their desired workstation(s), a sample plan is provided to the right. The server room will house the fiber distribution unit (where all fibers will be terminated), the Ethernet switch, and fire wall router.

One of the most important elements is to ensure that all fiber optic strands are terminated for current and future use. We envision that the City will have access to each traffic signal, video detection camera, and CCTV camera. With that said, we will clearly show how each strand is terminated and what it is linked to (i.e. to each corridor or traffic signal, etc.). This is very important because this is your 'assessment management' tool, which will be used to know how many fibers are being used, how many fibers are available, and know what equipment is linked to each fiber strand. ADVANTEC will provide a details for equipment rack and connectivity to the field elements. The image to the right is an example fiber assignment diagram that shows fiber from the field to the equipment rack located in City Hall.

ADVANTEC will work with City staff and implement network and cybersecurity protocols. This includes infrastructure, investigating potential system vulnerabilities, and education and awareness training. Traditionally, front-end hardware security devices such as a firewall, provided security intrusion; however, network security needs to be broken down into two of the following common segments for local agencies to adhere:
▪ Physical Security - Each traffic control cabinet on the street should have an applicable locking mechanism to prevent intrusion. An unauthorized person that enters a traffic control cabinet could access the IP network and have unlimited access to the entire network – both cabinet to cabinet and cabinet to central operations. ▪ Logical Security - Wired Networks – To help restrict unwanted traffic onto the network, firewalls are the easiest first step.

Additionally, port security should be enabled. Wireless Networks – With wireless connectivity it is recommended to enable encryption. Also, if it is not needed, disable the Service Set Identification (SSID) Broadcast feature.

Lack of Network Security - It is suggested as part of the proposed Traffic Signal and Communications Plan, we will address network security for interface to the world wide web. Network firewalls are a software appliance running on general purpose hardware or hardware-based firewall computer appliances that filter traffic (data/video) between two or more networks. Hostbased firewalls provide a layer of software on one host that controls network traffic in and out of that single machine. Today's nextgeneration firewalls can protect a traffic (data/video) network from outside intrusion and advanced malware protection.

Preliminary/Alternative Layout Plans of the Recommended Improvements ADVANTEC will prepare preliminary/alternative layout plans of the recommended improvements for the City’s review and approval prior to final engineering. The purpose of these plans is to provide the City with a high-level design plans that shows the base mapping existing conditions and existing traffic signal, ITS equipment, and communications infrastructure, the proposed locations of the recommended improvements (as mentioned above), to identify any constraints and concerns, and design alternatives. These plans will be prepared on each City’s title block at 1”=20’ scale at selected signalized locations or at 1”=40’ scale along the fiber optic communications alignment with blow-up details at 1”=10’ scale. An example of a preliminary/alternative layout plan for a recent project is shown under this section.

We will also provide a preliminary cost analysis to determine if our proposed improvements are within the allocated funding. This is very helpful due to the increase in equipment costs and recent tariffs.

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |17
Final PS&E Bid Package Improvements
The initial efforts of the Final Engineering Phase will start prior to the completion of the Preliminary Engineering Phase in order to meet the proposed Project Schedule. Final plans, specifications, and construction quantity take-offs and construction cost estimates will be prepared in accordance with the City of Laguna Hills, State, and County standards.

Additional work under this phase includes utility coordination, IP Addresses, VLAN segmentation, develop strategies for Network Security, and Network Topology for redundant communications.

ADVANTEC can assist the City of Laguna Hills to reduce construction costs by procuring the required equipment directly from vendors, this way avoiding “mark-ups” by the contractor. We expect between 15% and 20% savings on most equipment types.

Equipment would be purchased from the vendor and delivered to the contractor’s warehouse/office.

Figure F.3 summarizes some of all design approaches to the proposed improvements for the corridor. • Cobalt ATC
• CCTV
• Fiber optic network
• Cobalt ATC
• CCTV
• Fiber optic network
• CCTV
• Fiber optic network
• Fiber optic
network
• Cobalt ATC
• CCTV
• Fiber optic
network
• Cobalt ATC
• CCTV
• Fiber optic
network
• CCTV
• Fiber optic
network

CITY HALL
• Ethernet Switch
• Conduit
• Fiber Optic Cable
• CCTV
• Fiber optic network
• Cable/Conduit
• Actelis Switch
• Patch panel
• Splice Hub
• 6E pull boxes
• CCTV = field survey to
identify best corner for
unobstructed view.
• New Conduit = Field
and utility survey to
determine best
placement (side of
street)
• Fiber Optic Cable on
existing conduit =
“Test” conduit for
breaks and ease to pull
copper cable.

Design Approach
• Fiber Optic
Termination = Identify
Hubs and develop
splicing details that
provide network
redundancy.

Project Improvements
Figure F.3 – Design Approach to Key Project Improvements

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |18
F3. SCOPE OF SERVICES
PHASE 1 - PRIMARY IMPLEMENTATION (PI) PHASE
ADVANTEC has a clear understanding and experience implementing the traffic signal, communications, and ITS upgrades as outlined in the RFP. Our most recent experience with the City of Laguna Hills is the Los Alisos Boulevard RTSSP, which has similar project improvements. We will use this experience to expedite our planning and design process internally, and it will also help the City facilitate the review and approval process because we understand the City's expectation, requirements and preferences.

Task 1: Support to the City’s Project Management Team – Primary Implementation (PI) Phase ADVANTEC will assist the Project Management Consultant with performing day-to-day project management tasks including meetings, progress reports, tracking of schedules, tracking of cost by agency, invoicing, and overall administration of the project. ADVANTEC will keep a running record of project expenses per Agency and scope changes and/or any deviations from the final approved application.

ADVANTEC will coordinate project meetings with the City’s Project Management Team to ensure that proper input is being received and included in the work effort. ADVANTEC will prepare agendas, discuss the progress and direction of the work, and prepare meeting notes. ADVANTEC will prepare a Project Management Plan with detailed budget and schedule for all tasks, providing specific project milestones for review and approval by the City. We will include expected meetings, product submittal dates, critical path items, a detailed flow chart for the project tasks, and details of the roles of key staff. ADVANTEC will submit monthly invoices, including a progress report, third-party invoices, schedule, monthly comments matrix with response to comments and other documentation as requested by the City.

ADVANTEC will assist the City’s Project Management Team to coordinate and review any submittals from the Countywide Baseline Study, the Lake Forest Drive TSSP, and the Paseo De Valencia-Moulton TSSP project regarding the development and implementation of optimized signal timing along Avenida De La Carlota signals.

ADVANTEC can assist the City of Laguna Hills to reduce construction costs by procuring the required equipment directly from vendors, this way avoiding “mark-ups” by the contractor. We expect between 15% and 20% savings on most equipment types.

Deliverables - Task 1:

1. Cost tracking and record of scope changes.

2. Monthly progress meetings - prepare agendas, action items, graphics, presentation aides, and notes/minutes. Ongoing coordination with participating agencies.

3. Prepare a Project Management Plan, update schedule, prepare invoicing (including third-party invoicing), progress reports, and response to comments matrix.

4. Coordinate and review submittals from the Countywide Baseline Study, the Lake Forest Drive TSSP, and the Paseo De ValenciaMoulton TSSP project regarding the timing development and implementation of optimized signal timing along Avenida De La Carlota signals.

5. Procurement of equipment directly from vendors (if approved by City).

Task 2: Data Collection and Field Review
This task includes the collection of existing documents, such as traffic plans and design standards, review of field conditions, and conducting travel time studies along the project corridor to develop appropriate design construction documents and measure the effectiveness of the project. ADVANTEC will coordinate with City staff, collect and review available data for use and reference associated with the project proposed improvements such as, as-built plans (roadway, signing/striping, traffic signal, communications, etc.), traffic signal timing sheets, City Standard Plans/Drawings, specifications, aerial photos, maps, and/or requirements. In addition, ADVANTEC will coordinate with City staff and collect information for other on-going projects, planned projects or projects under construction.

Sub-Task 2.1 Field Review - ADVANTEC’s Senior Traffic Engineers/Field Technicians will conduct a thorough field review at each project signalized intersection and along the project area. Our field review will consist, but not limited to collecting the following:
✓ All roadway features including curb lines, property lines, edges of pavement, edges of paved sidewalks, curb returns, curb ramps, driveways and bus pads
✓ Existing signal operation characteristics – signal phasing, cycle lengths, phase sequence alteration, protective-permissive, etc. and crossing arterial coordination operations.
✓ Traffic signal poles and equipment, and existing ITS equipment (CCTV cameras, emergency vehicle preemption (EVP/GPS), video detection, etc.)

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |19
✓ Communication type and associated equipment (e.g. Ethernet switches, fiber distribution units, splice closures, splice vaults and cabinets, fiber optic cable, twist-pair/copper cable, termination blocks, etc.) ✓ Communication conduit sizes, pull boxes, conduit sweeps, and cables ✓ Nearby underground utilities, cabinets, sub-structures, basements and vaults; and nearby aboveground structures (including bus shelters), aboveground cable and permanent street furniture
✓ Other field conditions that might affect a design decision ✓ Traffic signal control device information, such as type of device, brand and make, and condition of equipment.
✓ Digital photos of all existing equipment.

ADVANTEC will identify any deficiencies of the existing traffic signal control and telemetry infrastructure and geometric layout and provide recommendations towards solutions that may be implemented to correct such deficiencies.

ADVANTEC will prepare a report summarizing the findings of the data collection and field review activities. This report will be incorporated into the Project Report.

Upon completion of the above items, ADVANTEC will identify potential constraints that may be encountered in relation to the proposed improvements. This information will be used to prepare base mapping and proposed improvements at the project improvements. This information will also be used as our foundation for our inventory and assessment of existing conditions, recommended improvements and preparation of the project plans.

Deliverables – Sub-Task 2.1

1. Data collection, as-built plans, planned and programmed improvements matrix

2. Field review, field review notes, and photos

3. Data Collection and Field Review Memorandum
Sub-Task 2.2 “Before” Travel Time Studies - The Before Study will consist of an Arterial Travel Time Study. ADVANTEC will conduct Travel time studies to measure the effectiveness of the project improvements and timing plans. We will conduct a set of travel time studies to measure the traffic conditions prior to the development and implementation of new timing plans.

Travel-time data and video will be collected using the floating car method, and a mobile device with GPS receiver and Tru-Traffic software. ADVANTEC will conduct five (5) runs in each direction for each of the weekday timing plan (AM, midday, and PM) and a Saturday midday plan, representative of the times and days for which synchronization plans will be developed. Measures of Effectiveness (MOE) will include, travel time, average speed, number of stops per mile, number of intersections traversed on green vs. stopped by red (Greens per Red) per OCTA’s MOE Corridor Synchronization Performance Index (CSPI), fuel consumption reduction, pollution reduction, and other pertinent items.

ADVANTEC will conduct a 'Before' travel time study representative of ‘initial traffic conditions’. Before Study will be conducted just prior to implementation of new optimized synchronization plans by OCTA’s Countywide Baseline Study. With this approach, traffic patterns and volumes will be less likely to change between the before and after travel time analyses and MOEs.

BEFORE/AFTER SYNCHRONIZED VIDEO - ADVANTEC will record videos of each Before travel time run for all four time periods.

ADVANTEC will prepare a memorandum presenting the findings of the “Before” study.

Deliverables – Sub-Task 2.2

1. Before Study directional data and results in Microsoft Excel format

2. Tru-Traffic Version 10 Before Study files with trip logs.

3. Draft and Final Before Study Technical Memorandum

4. Electronic versions of all data and video files.

Sub-Task 2.3: “After Study“ Travel Time Studies - Upon completion of the implementation and fine-tuning tasks by OCTA’s Countywide Baseline Study, an After Study will be prepared and submitted. The After Study will consist of an Arterial Travel Time Study which will

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |20
follow the same procedures and requirements of the Before Study. An After Study will be submitted for each of the four (4) time periods: AM, Midday, PM, and Saturday Midday .

ADVANTEC will prepare the After Study Technical Memorandum comparing the results of the After Study in relation to the Before Study baseline. This comparison will be utilized to determine the effectiveness of the final implemented timing plan. ADVANTEC will provide directional data and results from Microsoft Excel format, in both electronic and hard copy format.

BEFORE/AFTER SYNCHRONIZED VIDEO
ADVANTEC will record videos of each “After” travel time run for all four time periods and made available to the cities. We will prepare synchronized videos of “Before” and “After” runs for AM peak and PM peak using representative runs (average results). The videos will be synchronized and show side by side the “Before” and “After” runs and will include a diagram/map showing the location of the study vehicle also synchronized with the videos (an example is shown on the right).

Deliverables – Sub-Task 2.3

1. After Study directional data and results in Microsoft Excel format

2. Tru-Traffic Version 10 After Study files with trip logs.

3. Draft and Final After Study Technical Memorandum

4. Synchronized videos showing Before/After runs for AM, Midday, PM and Saturday.

5. Electronic versions of all data and video files.

Task 3: System Design and Construction Support
Sub-Task 3.1 Plans, Specifications and Estimates (PS&E) - ADVANTEC will provide preliminary and final design engineering services for the preparation of PS&E of various traffic signal equipment, intelligent transportation systems (ITS), communications upgrades, and central system integration/upgrades at each city’s Traffic Management Center (TMC) or Traffic Operations Center (TOC) as indicated in the RFP. ADVANTEC will work directly with the City and Partner Agencies, and Caltrans at the outset of conceptual design to identify the most cost effective and efficient approach to design plans. We will coordinate with the City and participating agencies to assess the special construction requirements necessary to complete the project. The following summarizes our scope of work under this task to complete bid ready documentation (PS&E) to be advertised for award and construction.

UTILITY NOTIFICATION AND COORDINATION - Under the task, ADVANTEC will provide utility notification and coordination will be required to ensure quality design and help eliminate utility conflicts during construction. Utility notifications will be provided to the various utility owners within the sphere of the project; the notifications will be prepared using the City’s letterhead. The utility information provided by the agencies will be delineated on the plans based on their record drawings and our field review. ADVANTEC will conduct utility coordination throughout the preliminary and final design phases of the project.

FINAL ENGINEERING – PS&E (60%, 90% AND FINAL SUBMITTALS) - ADVANTEC will advance the design to the preliminary and final PS&E stages (60%, 90% and Final Submittals). The fiber optic communication plans will conform to the City’s requirements and will be prepared in AutoCAD at 1"= 40' or 1”=20’ scale on 24”x36” City of Laguna Hills title block. The PS&E will also be in conformance with the corresponding latest editions of Standard Specifications for Public Works Construction (Greenbook); American Public Works Association (APWA) Standard Plans for Public Works Construction; and Caltrans Standard Specifications and Standard Plans; California Manual on Uniform Traffic Control Devices (CAMUTCD) and applicable design standards. All plans will be prepared by a registered Civil Engineer in the State of California. Based on our assessment of the proposed improvements and associated details, we believe a total of 17 sheets will be necessary. The following table provides a breakdown of the number of sheets, plan types, and details sheets.

Agency
(Ints) Description Scale No. Sheets
Laguna
Hills
(8 int.)
Titlesheet No scale 1
Fiber Optic Communication Plans 1:40 8
Project Improvements/Communications Schematic Plan No scale 1 Detail Sheet: Fiber assignment details (8 Locations) No scale 3

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
Page |21
Agency
(Ints) Description Scale No. Sheets
Detail Sheets: Trenching, pull box placement, conduit sweeps, CCTV, controller cabinet layout and TMC Improvements No scale 4
Total Sheets 17
The following summarizes the layout for each plan type and the details associated with each sheet. We prepared similar plans for the Los Alisos Blvd RTSSP for the City of Laguna Hills. This benefits the City because we understand the City's plan preparation, layout requirements and preferences, and it will make it easier for the City's review and approval process.

Title Sheet - ADVANTEC will prepare a project title sheet. The project Title Sheet will include project title, vicinity map, general notes, benchmark with basis of coordinates, dig alert information, list of utility companies with contact name and telephone number, sheet index, and legend of symbols.

Fiber Optic Communication Plans - ADVANTEC will prepare the fiber optic communication plans. The communications plans will include all base mapping from our field review, as-built information, and utilities including the specified border, title block, signature block, and construction notes, and any construction details necessary to facilitate the installation of the project improvements. The communication system plans will be prepared in AutoCAD at 1” =40’ scale with blow-ups at 1” =20’ scale and in accordance with standards set forth by each City.

All plans will be prepared by a registered Civil Engineer in the State of California.

Detail Sheet: Fiber Optic Assignment Plans - ADVANTEC will prepare detail sheets for fiber optic cable assignment details. This will show how each strand is spliced and linked to each traffic signal and communication hub. This will be provided for each City per the project improvements. It will show the fiber strands that are not used and can be reserved for future connections. This is a key project component because it allows the City to know how many fiber strands are being used and its connection to each field element. This information is critical to trouble shooting, modifying and expanding the system.

Project Improvements, Communication, and ITS Schematic Plan - ADVANTEC will prepare a detail sheet that shows high-level detail/schematic for traffic signal, communications, ITS, and other project improvements per intersection along the project corridor. This is important because it gives the City and the Contractor an "at a glance" view of the primary project improvements per intersection identified in the RFP. This is also helpful to use during the plan review and approval process.

Other Detail Sheets – ADVANTEC will prepare the following details sheets for the work related to the traffic signal improvements, CCTV camera installation and ITS elements:
▪ Detail Sheet: Traffic Management Center (TMC) Improvements ▪ Detail Sheet: Traffic signal controller cabinet layout and equipment schematic; Ethernet Switch and Communications
Schematic
▪ Detail Sheet: CCTV Camera Installation, see
example above
▪ Detail Sheet: Trenching, Pull Box, Splice
Vaults, and Conduit Sweeps
TECHNICAL SPECIFICATIONS - ADVANTEC will
prepare the project Technical Specifications
and Bid Documents for the proposed project
and the associated improvements based on the
City's requirements and the latest Caltrans

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Standard Plans and Specifications; California Manual on Uniform Traffic Control Devices (CAMUTCD), and the GREENBOOK. The technical specifications will include a project description, preparation of bid schedules, bid item descriptions, payment methods, special provisions, technical specifications, and any specification detail sheets or standard plans. ADVANTEC will also include specification requirements, defining the contractor testing and acceptance plan for the Ethernet communications network, and establishing performance metrics using industry-standard testing procedures. Tests will typically be required to quantify bandwidth availability and line losses. ADVANTEC will also include functional specifications for each City’s selected systems including requirements for the proposed hardware and software to be fully installed, configured, integrated, tested, and commissioned to the manufacturer's specifications, and the project plans.

CONSTRUCTION QUANTITY TAKE-OFFS AND CONSTRUCTION COST ENGINEER’S ESTIMATES - ADVANTEC will prepare construction quantity take-offs and construction cost engineer’s estimates for the proposed improvements. The unit costs will be based on current cost data and historical cost data associated with the identified bid items. Preliminary and final quantities and construction cost estimates will be provided.

ADVANTEC can assist the City of Laguna Hills to reduce construction costs by procuring the required equipment directly from vendors, this way avoiding “mark-ups” by the contractor. We expect between 15% and 20% savings on most equipment types.

Equipment would be purchased from the vendor and delivered to the contractor’s warehouse/office.

Sub-Task 3.2 Construction Bidding Support - ADVANTEC will provide bidding support for the construction plans, specification interpretation and consultation during the bidding phase of the project including, but not limited to:
✓ Pre-bid meeting (if needed)
✓ Review and respond to bidders' inquiries and Request for Clarifications (RFCs) ✓ Project addenda and bid analyses
Sub-Task 3.3: Construction Support and As-Built Plans - ADVANTEC will provide construction support services for the construction plans and specification interpretation and consultation during construction phases of the project including but not limited to the following:
✓ Review and evaluate bid and attend pre-construction meeting ✓ Review and respond to Contractor inquiries and Request for Information (RFI) ✓ Assist with Change Order (CO) work requests from the City or Contractor ✓ Review and respond to shop drawing submittal for conformity with the plans and specifications. ✓ As-built drawings will be prepared based upon completion of the project and the Contractors redlined plans. Final submittals include AutoCAD files, PDF files, and final Mylar printed record drawings ✓ In addition, ADVANTEC has our in-house Systems Engineer (John Cox), that can provide Contractor oversight when integrating the new traffic signals controllers, communications, and ITS elements from the field back to City Hall ADVANTEC will provide on-site construction support for Contractor oversight during the installation of traffic signal, communications, and ITS equipment. This includes the installation of conduits, pull boxes, fiber patch panels, splice enclosures, Ethernet switches, advanced traffic controllers (ATC), and CCTV cameras. ADVANTEC will coordinate with the Contractor and vendors to determine the installation schedule. As part of our on-site service, we will confirm installations are completed per plans, specifications, and manufacturer requirements including set up per City requirements.

Deliverables – Task 3

1. Utility Coordination – letter requests, responses, as-builts, and utility response log.

2. Permits – Partner Agency Encroachment Permits

3. Plans (17 sheets), Specifications, and Estimates (PS&E) at 60%, 90%, 100% Submittals. Electronic files (PDF) and full-size bond copies (up to 4 copies) will be provided for each submittal

4. Final Mylar (17 sheets) and full-size bond copies (2 copies) will be provided for the final submittal including a PDF of the plan set and MicroStation/AutoCAD files

5. Construction bidding support services, pre-bid meeting, RFC's and project addenda

6. Construction support services, pre-construction meeting, RFI's, CO's requests, shop drawing reviews

7. On-site Construction Support (During Equipment Installation).

8. As-Built Drawings

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Task 4: Final Primary Implementation (PI) Report - ADVANTEC will prepare a Primary Implementation Report with an executive summary at the completion of the implementation phase. ADVANTEC will coordinate with OCTA’s Countywide Baseline Study, Lake Forest Drive Corridor TSSP, and the Paseo De Valencia-Moulton TSSP projects to gather all data and information relative to the development and implementation of signal coordination timing. The report will provide complete documentation of the project, including: project objectives, locations, scope, findings, recommendations, implementation schedule, improvements accomplished, procedures for continuing maintenance, surveillance, and evaluation of the coordinated signal system, work performed, data collected including before and after studies, project benefits achieved in terms of fuel savings, travel time and other measure parameters. For each intersection, the project report will include lane configurations, signal phasing, turning movement data, and cycle lengths for existing and proposed timings for all peak periods. The report will document all planned and programmed improvements on the study corridor as well as recommendations for further infrastructure improvements that would likely improve the corridor signal coordination project results. The report will be completed in accordance with the current OCTA CTFP Guidelines. The project report will also include recommendations with cost and benefit estimates for future improvements to the traffic signal infrastructure and intersection capacity.

ADVANTEC will prepare a Project Summary Sheet, one sheet front and back, that describes the project and the improvements gained.

This sheet will be used by OCTA and Participating Agencies to present to the Board and elected officials. ADVANTEC will submit one electronic copy and one hard copy to each Participating Agency.

Deliverables – Task 4:

1. Draft and Final Project Report and Project Summary Sheet (one electronic master, two hard copies) Phase II - ON-GOING OPERATIONS AND MAINTENANCE (O&M) PHASE Task 5: Support to City’s Project Management Team – O&M Phase - ADVANTEC will provide support to the Project Management Team with the City’s day-to-day project management for the duration of the Operation and Maintenance Phase, including meetings, progress reports, tracking schedules, invoicing, coordination with City, and overall administration of the project. ADVANTEC will include a filled out form of work performed based on the template provided by the City with each monthly invoice.

Deliverables - Task 5:

1. Day-to-day project management during O&M. Attend monthly progress meetings and prepare meeting materials, including agenda, action items, graphics, presentation aides, and notes/minutes.

2. Retain and provide electronic versions of all data files.

3. Monthly invoicing including filling our Report Template of work performed.

Task 6: Continuing Support - ADVANTEC will provide signal timing support services for a period of 24 months following the submittal of the Final Project Report and Notice to Proceed from the City to address any future adjustments that may be needed during this period. ADVANTEC will coordinate any needed timing adjustments with OCTA’s Countywide Baseline Study, Lake Forest Drive Corridor TSSP, and the Paseo De Valencia-Moulton TSSP projects.

Services under this task will also include monitoring of detection and communications implemented as part of the project. ADVANTEC’s staff will drive the entire length of the corridor during the designated corridor synchronization timing planned hours of operation monthly to verify that the synchronization is working as designed and complete any necessary adjustments. ADVANTEC will notify the City at least twenty-four (24) hours prior to the commencement of driving periods. ADVANTEC will document in a monthly memorandum all recommendations and agency actions, as well as trends based on the runs conducted. Measures of effectiveness (MOE) in Microsoft Excel format will be submitted along with Tru-Traffic trip log files to the participating agencies once per month.

Performance metrics comparisons from ATSPM, if available, will also be included in the memorandum.

VALUE-ADDED TASK: During the O&M phase, if a significant change in traffic volumes or patterns occurs along the Avenida De La Carlota corridor, ADVANTEC will assist the City of Laguna Hills to develop special event plans and/or traffic responsive plans as needed to accommodate the new conditions.

Deliverables - Task 6:

1. 24 months of on-call support and revised signal timing plans and memorandum.

2. Monthly memorandum with comparisons from field and ATSPM and electronic files.

Task 7: Final O&M Report - ADVANTEC will prepare a Final Report documenting the Ongoing O&M efforts and procedures for continuing maintenance. The memorandum will document all travel run information such as when the travel runs where conducted and solutions for any issues encountered during the O&M phase. The memorandum will also include all planned and programmed

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improvements on the study corridor as well as recommendations for further infrastructure improvements that would likely improve the corridor signal coordination project results. The report will also show the results of the “Before” Study, “After Study,” and the average results for 1st year and 2nd year of O&M.

The memorandum will be prepared in accordance with the current CTFP Guidelines. ADVANTEC will provide the City will any information for the OCTA Final Report.

Deliverables – Task 8:

1. Draft and Final O&M Report/Technical Memorandum

2. Information required for OCTA Final Report and project closure F.4 PROJECT MANAGEMENT
ADVANTEC will conduct bi-weekly coordination meetings with the City’s Project Management Consultant, the Project Development Team, and stakeholders to track progress and address challenges proactively. This approach will ensure that we are coordinated regarding the construction progress, any outstanding issues or concerns, and look ahead items.

ADVANTEC’s proposed project team is committed to providing responsive service to the City of Laguna Hills. ADVANTEC promotes open communications and coordination with our clients and stakeholders throughout the entire contract. Our management approach allows ADVANTEC to adapt to any project condition, including the need to accelerate project schedules, as may be required.

F.5 REQUIRED RESOURCES FROM CITY
ADVANTEC understands that local government has limited resources, and our team pledges our total commitment to support the City and act as extension of City staff. We will request the participating agencies to provide documents and policies required for conducting the project, such as standard plans, CAD requirements, as-built plans, traffic signal timing charts, etc. We will also request access to city facilities, such as Traffic Management Center and server room.

LIST OF ALL REQUIRED PERMITS AND/OR REGULATORY APPROVALS The following summarizes our anticipated permits and/or regulatory approvals:
✓ Encroachment permits (per partner City)
✓ Caltrans Coordination Agreement for Caltrans Staff
Participation
✓ Caltrans Encroachment Permit: For installing fiber in existing conduit
ADVANTEC will determine if any other permits are required during our preliminary engineering phase. Any required permits and/or regulatory approvals will be placed on our critical path schedule so that these administrative items will not delay our overall project schedule.

F.6 ADDITIONAL SERVICES
ADVANTEC has developed a detailed traffic operation analysis and timing optimization approach that will incorporate tasks/services not specifically listed in the RFP.:
• Develop special timing plans and set up Traffic Responsive Operations along selected segments of the corridor to better accommodate sudden increases in traffic caused by traffic bypassing the freeway.

F.7 PROJECT CONTROLS

ADVANTEC'S METHODS AND CONTROLS FOR MANAGING PROJECTS
P R O G R E S S R E P O R T S A N D I N V O I C I N G - Our Project Manager will provide monthly progress reports for the duration of the project.

The monthly progress report will be submitted with an invoice that itemizes deliverables completed in the previous period, total payment, and cumulative deliverables completed to date. We will also include any of the required forms, project tracking documentation, etc. that follows all Comprehensive Transportation Funding Programs (CTFP) guidelines by OCTA, from the planning, design, construction, implementation, and close-out of the project.

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S C O P E C O N T R O L - Scope management for the project will be maintained by our Project Manager. The scope for this project is defined under Section F.3: Scope of Services. Our Project Manager, City, OCTA, and Stakeholders will establish and approve changes in the scope of the project. Proposed scope changes may be initiated by the Project Manager, the City, Stakeholders or any member of the project team. All change requests will be submitted to the Project Manager who will then evaluate the requested scope change.

Upon acceptance of the scope change request the Project Manager will submit the scope change request to City and OCTA for acceptance. Upon approval of scope changes by the City and OCTA, the Project Manager will update all project documents and communicate the scope change to all stakeholders. The City is responsible for formally accepting the project’s final deliverables. This acceptance will be based on a review of all project documentation, results, and completion of all tasks.

S C H E D U L E C O N T R O L - We understand the importance of a project schedule as a critical tool in the management of a project. There are several key elements that maximize the effectiveness of our project schedule including:
▪ Information should be easily communicated and understood; ▪ Commitment is obtained from each functional leader and the project team; ▪ Inter-relationship of tasks is shown, including internal QC/QA and agency review periods; ▪ Easy and flexible to update; and
▪ Office wide correlations of staffing and project commitments are considered.

Specific critical path items or key critical decisions that affect project deliverables will be identified on a continual basis to ensure the project schedule is met. We will promptly notify the City of any changes in anticipated project progress. This approach also allows the City to schedule staffing for their reviews in advance and avoid any rescheduling that would delay other projects.

B U D G E T C O N T R O L - The project scope of work will serve as the basis for the development of work breakdown structure (WBS) and the project schedule. A budget expressed in hours and dollars will be established for each task and subtask in our project cost accounting system (AJERA). Our Project Manager and ADVANTEC’s Task Leaders have real-time access to this cost data from his desktop computer enabling continuous monitoring of project costs. The WBS budget and schedule will be combined into a time phased budget to allow for measuring progress and comparing planned versus actual expenditures. Earned values will be computed for all activities and assessment of budgeted cost of work scheduled, budgeted cost of work performed, actual cost of work performed and estimates to complete will be developed. This data will be reviewed with our key task leaders to allow for continuous monitoring, identify early warnings of budget or schedule issues and develop required corrective actions to mitigate any potential schedule delays.

A complete Monthly Progress Report will be prepared aligned with each task order and will describe work completed that period, work to be completed in the subsequent period and identification of significant schedule or cost matters that are of critical nature.

D O C U M E N T C O N T R O L - ADVANTEC will maintain electronic copies of all project files and deliverables on a sharefile, preferably Microsoft Teams and on our network server at the Irvine office. We used Teams for recent TSSP's and it was great tool for the City and all stakeholders to access at any given time. It will also include our budget and project deliverable tracking, so that all records are transparent, and it will include all required Project P documentation. ADVANTEC will be responsible to collect and submit all required Project P documentation on behalf of the City.

F.8 QUALITY CONTROL/QUALITY ASSURANCE
ADVANTEC has a strict Quality Assurance (QA)/Quality Control (QC) Program that we promote and implement on every project and at all levels of each contract and task. The ADVANTEC Team’s QA/QC Program is a continuous process used not just at project milestones, but also on a daily basis as work-flows from desk to desk, discipline to discipline and consultant to client. Our manager and task leaders will oversee their staff on a daily basis. We will identify key contacts for ease of inquiries regarding project status. Mr. Jose Guedes will work with Mr. Carlos Ortiz, our Task Leaders, and Design Team for the management and implementation of our QA/QC plan.

We have the ability to provide quality control of all deliverables and be responsive to any project-related issues. A sampling of these policies and procedures is identified below.

Policy Approach
Defined roles and responsibilities of key staff
 Specify individual responsibilities for each of the positions in the QA/QC organization structure; QA/QC training for all project staff hold overall team QA/QC kick off meeting to review QA/QC plan and expectations.

Dissemination and retention of pertinent
reference information
 Establish process for flow of project documentation to key staff and document control procedures (e.g., scope of work, invoice/progress reporting, meeting minutes/action items, deliverables, etc.)

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Policy Approach
Expectations of internal/external Project
Team and design interface meetings
 Develop consistent meeting minutes, action item tracking, and issue resolution log format.

Expectations for regular “over the shoulder”
reviews by Discipline/Task Manager
 Define protocols for continuous review process during plan/document preparation to ensure multiple discipline involvement.

Inter-disciplinary coordination and shared
work elements
 Establish weekly or biweekly design meetings (e.g., survey, roadway, stage construction). Inter-disciplinary exchange of plans prior to milestone submittals for joint review ensuring plan and work consistency
Milestone checking of calculations, reports
and plans
 Assign qualified, experienced independent review staff.  Perform checking, revisions and back checking in a coordinated manner considering standards, project scope, technical accuracy, format, presentation and previous review comments
Constructability and biddability review
 Perform overall constructability review with experienced construction management personnel considering biddability and buildability.  Cross check utility systems against underground features (e.g., storm drain, footings, etc.)
 Cross check all pay items with plans, specifications and quantity estimates.

Quality Control Review Checklists  Require all design disciplines to implement pertinent checklists in the preparation of project PS&E
ADVANTEC takes Quality Assurance/Quality Control (QA/QC) very seriously. Before any project deliverable is provided for review to a client, it must initially pass our internal quality review process as shown in the flow chart to the right. Our internal review process consists of a series of separate reviews that ensure a product is technically correct and free of mistakes before being submitted to the Client. Following review by the City, the comments are addressed, and the process is repeated until the deliverable desired by the City is achieved.

F.9 PROJECT SCHEDULE
Effective scheduling and cost control are critical activities throughout this Project. ADVANTEC has developed an innovative approach to accomplish the objectives of completing project as early as possible which will result in time and project cost savings.

The ADVANTEC Team has the resources available to meet or accelerate the project deadline. The ADVANTEC Team is well versed in responding to projects that have important deadlines relative to funding constraints or public delivery commitment. .

ADVANTEC’S proposed Project Scheduled is presented on the next page. Our schedule assumes a project kick-off date in January 2026, and a construction duration between 4 and 6 months long, contingent on lead times for some equipment. We also assumed a two month period for bidding and contractor selection.

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Date:

TASK
NO. DESCRIPTION 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 . . . . . .

I PRIMARY IMPLEMENTATION (PI) PHASE
1 Support to the City's Project Management Team - PI Phase Project Kick-off meeting
Monthly Meetings with Project Team Members
2 Data Collection and Field Review

2.1 Field Review

2.2 "Before" Travel Time Studies

2.3 "After" Travel Time Studies
3 System Design and Construction Support

3.1 Design Plans and Standards – PS&E (60%, 90% and 100% Submittals) Bid & Construction

3.2 Construction Bidding Support

3.3 Construction Support and As-Built
Signal Timing Optimization and Implementation
Coordination with OCTA's Countywide Baseline Study
4 Final PI Report

II ON-GOING OPERATIONS AND MAINTENANCE (O&M) PHASE
5 Support to the City's Project Management Team - O&M Phase 6 Continuing Support
7 Final O&M Report
ADVANTEC's Proposed Schedule Agency Staff Review Kick-off meeting Meetings Apr-28 Mar-29
10/30/2025

PROPOSED PROJECT SCHEDULE
City of Laguna Hills Apr-2026 Jun-2026 Jul-2026 O&M Year 1 O&M Year 2 RTSSP for Avenida De La Carlota
Jan-2026 Feb-2026 Mar-2026 May-2026
Apr-27 Mar-28
Aug-2026 Sep-2026 Oct-2026 Nov-2026 Dec-2026 Jan-2027 Feb-2027 Mar-2027 60% 90% 100%
Assumed6 to 8 Months
Assumed 2 Months
Assumed Approximately 4 to 6 Months
Final Mylars
Bid and Selection
of Contractor
testing, and
commissioning

SECTION G.

COMMUNICATION PLAN

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G. COMMUNICATION PLAN
ADVANTEC understands that effective and ongoing communication with clients and key stakeholders is essential for the successful delivery of any project. Our team will schedule a kick-off meeting with the city’s project manager to confirm the project's scope and schedule, identify critical path activities, affirm the plan for involving key stakeholders, and outline a strategy for regular meetings with the project team and agency members, typically monthly.

Additionally, we will schedule regular progress meetings with agency project teams, which will be held on a biweekly basis. Focused technical meetings and workshops will be scheduled as needed. The purpose of these meetings is to maintain open lines of communication and engage key stakeholders early and often, ensuring their involvement in the successful delivery of the project.

Project Communication and Documentation – One critical element for a quality project is to carefully document project decisions and direction, and the general project development history. Preparation of clear, concise memos, emails, meeting minutes and action item resolutions avoid costly re-direction during design that could also have impacts on the project schedule. In addition, ADVANTEC prepares detailed “Response to Comment” letters and/or matrices for all milestones submittal review comments that show both the comment itself and a complete response to each comment.

Project Progress and Workshop Meetings – On a bi-weekly basis, ADVANTEC will attend and chair Project Development Team (PDT) meetings with the City of Laguna Hills and key stakeholders. During these meetings, we will discuss project objectives, schedules, and work progress to promptly identify and resolve critical issues, including budget-related topics.

Another effective management tool employed by ADVANTEC is conducting Design Workshops and/or focused Review Meetings with relevant functional or management groups from the Project Team. We will prepare detailed, timely meeting minutes in a comprehensive format, incorporating action item tracking within the minutes. This allows us to carry over action items from one meeting to the next until a final resolution is achieved. This approach has proven to be successful in our past projects, providing a clear structure for resolving action items throughout the project's development and ensuring traceability of project decisions when necessary.

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ATTACHMENTS

Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
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Regional Traffic Signal Synchronization Program for
Avenida De La Carlota Corridor Project
City of Laguna Hills
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Regional Traffic Signal Synchronization Program for
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City of Laguna Hills
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Regional Traffic Signal Synchronization Program for
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Offices:
21700 Copley Drive, Suite 300
Diamond Bar, CA 91765
1200 Roosevelt
Irvine, CA 92620
Because We Care!

EXHIBIT “B”

CITY OF LAGUNA HILLS REQUEST FOR PROPOSALS / PROJECT

SPECIFICATIONS AND SCOPE OF SERVICES REQUEST
FOR

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT

1407008.1

REQUEST FOR PROPOSALS (RFP)

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT

CITY OF LAGUNA HILLS
24035 El Toro Road
Laguna Hills, CA 92653
(949) 707-2655
RFP Dates
Request for Proposals Issued: September 9, 2025
Written Question Deadline: October 10, 2025 at 5:00 p.m.

Questions Answered/Addenda Issued: October 17, 2025 by 5:00 p.m.

Proposal Submittal Deadline: October 30, 2025 at 4:00 p.m.

Interviews to be held on: TBD, if requested
Proposed Effective Date of Professional
Services Agreement: December 9, 2025

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT
1836876.1
2 Table of Contents
SECTION I - INTRODUCTION AND INSTRUCTIONS TO PROPOSERS Page 4 A. Introduction and Instructions
B. Project Background
C. Project Location Map
D. Proposed Time Schedule
E. Instructions to Proposers and Procedures for Submittal F. General Conditions
SECTION II - PROPOSAL RESPONSE REQUIREMENTS Page 14
A. Cover Letter
B. Company Data
C. Resumes and Qualifications of Personnel
D. Organizational Chart
E. References
F. Project Understanding, Overview and Approach
G. Communication Plan
H. Compensation/Payment Schedule
I. Non-Collusion Affidavit
J. Compliance with Insurance Requirements
K. Certification of Proposal
SECTION III - PROPOSAL EVALUATION AND SELECTION Page 19 SECTION IV - SCOPE OF SERVICES Page 20
SECTION V – SCHEDULE OF COMPENSATION/FEES Page 24
ATTACHMENT 1 – Page 25

NON-COLLUSION AFFIDAVIT
ATTACHMENT 2 – Page 26
CONSULTANT’S ACKNOWLEDGEMENT OF COMPLIANCE WITH

INSURANCE REQUIREMENTS
ATTACHMENT 3 – Page 27

CERTIFICATION OF PROPOSAL TO THE CITY OF LAGUNA HILLS
ATTACHMENT 4 – Page 29

SAMPLE PROFESSIONAL SERVICES AGREEMENT
ATTACHMENT 5 – Page 53

CTFP PROJECT P GRANT APPLICATION

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT
1836876.1
3 September 9, 2025
SUBJECT: REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT
Dear Proposers:

You are invited to respond to this Request for Proposal to provide professional consulting services for Regional Traffic Signal Synchronization Program for Avenida De La Carlota Corridor Project.

The following pages detail the Scope of Services to be provided and the submission requirements.

The City intends to enter into an exclusive Professional Services Agreement to fulfill the City’s needs.

To be considered responsive, Proposers must submit a written proposal in accordance with the requirements, specifications, conditions and provisions described in the attached RFP.

PROPOSALS ARE DUE BEFORE
4:00 P.M. on October 30, 2025
If you have any questions regarding this RFP, please contact Mark Chagnon at (949) 707-2655 or via email at [email protected].

Thank you for your interest.

Sincerely,
Joe Ames, P.E., T.E.

Interim City Manager/Public Works Director

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT
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4 SECTION I

INTRODUCTION AND INSTRUCTIONS TO PROPOSERS
A: Introduction and Overview
This project has been approved by the Orange County Transportation Authority (OCTA) as part of the Fiscal Year (FY) 2025-2026 Regional Traffic Signal Synchronization Program (Project P). The primary implementation phase is funded for FY 2025-2026. The maintenance and operation phase is funded for FY 2026-2028.

The Consultant work shall prepare plans specifications and estimate to adequately bid the project for construction, and the Consultant shall perform implementation/integration support on an as-needed basis for the Construction Contractor. Unless expressly stated or upon written notice, the Consultant is required to complete each specific task listed in this scope of work. Tasks are itemized for clarity. However, some tasks may be performed concurrently or begin prior to the order listed in the scope of work.

The City is seeking a qualified firm with valid California Civil Engineering and/or Traffic Engineering license to complete the detailed scope of work for the Regional Traffic Signal Synchronization Program For Avenida De La Carlota Corridor Project.

Information concerning the Scope of Services can be found in Section IV.

B. Project Background
The City of Laguna Hills successfully submitted and was awarded funds for the development and implementation of traffic signal improvements and coordination with the Countywide Baseline Study’s updated timing plans for the synchronization of traffic signals along the Avenida De La Carlota Corridor. The project corridor spans approximately 2.2 miles and consists of eight (8) signalized intersections. The Avenida De La Carlota corridor spans from Los Alisos Boulevard at its south end to Lake Forest Drive at its north end. The Project Location Map highlights the corridor and identifies the eight (8) signals. Seven (7) of the eight (8) traffic signals are included in the Countywide Baseline Study. The eighth (8th) signal at Lake Forest Drive belongs to Caltrans and is also part of the Lake Forest Drive Corridor project. Coordination with both Caltrans and the Lake Forest Drive Corridor project will be necessary.

This project has been approved by the Orange County Transportation Authority (OCTA) as part of the Fiscal Year (FY) 2025-2026 Regional Traffic Signal Synchronization Program (Project P). The project will consist of Primary Implementation (PI) and On-going Maintenance and Monitoring (OMM) phases. The Primary Implementation phase is anticipated to be completed within a period of one (1) year and will include preparation of a Primary Implementation Project Report. The On-going Maintenance and Monitoring

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT
1836876.1
5 phase is anticipated to be completed within a period of two (2) years after the Primary Implementation phase and will include preparation of a Final Project Report.

The City may contract with a Project Management Consultant to manage this contract as well as the construction contract for the Avenida De La Carlota Corridor Project. This project must be coordinated with the Paseo De Valencia – Moulton Parkway Confluence Bypass Corridor Project as four (4) of the signals on Avenida De La Carlota are included in that project as offset signals. Coordination with Caltrans and the Lake Forest Drive Corridor project will also be necessary for the Lake Forest Drive signal.

The tasks listed in Section IV below (Scope of Work) represent only an overview and shall be expanded in the Proposal to address specific elements as defined in the CTFP Application (Attachment 5).

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT
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6 C. Project Location Map

City of Laguna Hills

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7 D: Proposed Schedule
The proposed project schedule is listed on the cover page of this RFP.

E: Instructions to Proposers and Procedures for Submittal One printed original (marked original), two (2) printed copies (marked copy) and one (1) electronic copy on Flash Drive (will not be returned) and one sealed envelope containing the Fee Proposal must be submitted in a sealed envelope or box bearing the name of the Proposer, marked REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR AVENIDA DE LA CARLOTA CORRIDOR PROJECT and submitted only to the following address:

City of Laguna Hills
Attention: Joe Ames, Interim City Manager/Public Works Director 24035 El Toro Road
Laguna Hills, CA 92653
Proposers are solely responsible for ensuring their submitted proposal is received by the City in accordance with the solicitation requirements, before the Submittal Deadline, and at the place specified.

Postmarks will not be accepted in lieu of actual delivery.

No oral, telegraphic, electronic mail, facsimile, or telephonic proposals or modifications will be considered unless specified.

The City shall not be responsible for any delays in mail or by common carriers or by transmission errors or delays or mistaken delivery. Delivery of proposals shall be made at the office specified in this Request for Proposals.

Deliveries made before the Submittal Deadline, but to the wrong City office, will be considered non-responsive unless re-delivery is made to the office specified before the Submittal Deadline. All proposals shall become the property of the City.

Late proposals will not be accepted and will be returned to the Proposer unopened.

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8 F: General Conditions
ADDITIONAL INFORMATION, RIGHT TO REQUEST. The City reserves the right, where it may serve the City’s best interest, to request additional information or clarifications from Proposers during its review and evaluation of proposals submitted for consideration.

ADDITIONAL SERVICES. The Scope of Work describes the minimum work to be accomplished. Upon final selection of the firm, the Scope of Work may be modified and refined during negotiations with the City.

AUTHORIZED SIGNATURES. Every proposal must be signed by the person or persons legally authorized to bind the Proposer to a contract for the execution of the work.

Proposer shall provide a current power of attorney, articles of incorporation, or other instrument confirming the agent’s authority to bind the Proposer. If an individual makes the proposal, his or her name, signature, and post office address must be shown. If a firm or partnership makes the proposal, the name and post office address of the firm or partnership and the signature of at least one of the general partners must be shown. If a corporation makes the proposal, the proposal shall show the name of the state under the laws of which the corporation is chartered, the name and post office address of the corporation and the title of the person signing on behalf of the corporation. Upon request of the City, the corporation shall provide a certified copy of the bylaws or resolution of the board of directors showing the authority of the officer signing the proposal to execute contracts on behalf of the corporation.

AWARD OF PROPOSAL. City reserves the right to negotiate final terms with the selected Proposer, if any. Award of contract, if any, will be made in accordance with Section 3-

08.150 (Professional services contracts) of the Laguna Hills Municipal Code (LHMC) which reads in relevant part as follows:
“A. The informal and formal bidding procedures contained in this chapter shall not apply to contracts for professional services. Rather, to secure professional services, the city shall utilize a request for proposals procedure, the method and details of which shall be promulgated by the City Manager in the form of administrative regulations. The City Manager may award any contract for professional services when the total not to exceed contract amount of such services is fifty thousand dollars ($50,000.00) or less. Any contract for professional services having a total contract amount of greater than fifty thousand dollars ($50,000.00) shall be awarded by the City Council….

C. Notwithstanding any provision in this chapter to the contrary, selection by the city for professional services in areas including but not limited to private architectural, landscape architectural, engineering, environmental, land surveying, construction project management, management and administration, financial, accounting, auditing, actuarial, economics, and/or development and planning, which involve the exercise of discretion and independent judgment together with an advanced or specialized knowledge, expertise, training, or unique skills gained by formal studies or experience, shall be on the

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9 basis of demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the services required, and shall not be awarded solely on the basis of cost…. In accordance with state law, the city shall consider price after the City is satisfied that the would-be person, company, corporation, contractor, consultant, or firm has demonstrated the competence and professional qualifications necessary for the satisfactory performance of the services required.” An Evaluation Committee will be established by the City. The City shall not be obligated to accept the lowest priced proposal but, if an award is made, the City will make an award in the best interests of the City after all factors are considered, including but not limited to the demonstrated competence, experience and professional qualifications of the Proposer. Discussions may, at the City's option, be conducted with the most qualified Proposers. Discussions may be for the purpose of clarification to ensure full understanding of, and responsiveness to, the solicitation requirements. Proposers shall be accorded fair and equal treatment with respect to any opportunity for discussion and written revision of proposals. In conducting discussions, the City will not disclose information derived from proposals submitted by competing Proposers.

COMPLIANCE WITH LAWS. All proposals shall comply with current federal, state, and other laws relative thereto.

CANCELLATION OF SOLICITATION. The City may cancel this solicitation for proposals at any time.

CANCELLATION OF TASKS. If a Professional Services Agreement is awarded for the work described in this RFP, the City will authorize work on a Task Order basis. Task Orders may be issued in any sequence. The City is not obligated to issue a Task Order for all tasks listed in the Scope of Work and expressly reserves the right to cancel tasks.

CONFLICT OF INTEREST. By signing the Certification of Proposal (Attachment 3) and submitting a proposal to the City in response to this Request for Proposals, the Proposer represents and certifies that:

A) No elected or appointed official, officer, or employee of the City has been or shall be compensated, directly or indirectly, in connection with this proposal or for any work connected with this proposal; should any agreement be approved in connection with this Request for Proposals (“Agreement”) no elected or appointed official, officer, or employee of the City, during the term of his/her service with the City, shall have any direct or indirect financial interest in the Agreement, or obtain any present, anticipated, or future financial interest or other material benefit arising therefrom;
B) No elected or appointed official, officer, or employee of the City shall have any financial interest, direct or indirect, in the Agreement nor shall any such official, officer, or employee participate in any decision relating to the Agreement which effects his/her

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10 personal financial interest or the financial interest of any corporation, partnership, or association in which they are, directly or indirectly, interested in violation of state law; C) The Proposer and its principals do not have now, nor shall it acquire any financial or business interest that would conflict with the performance of services under the Agreement;
COSTS. The City is not liable for any costs incurred by Proposers before entering into a formal contract. Costs of developing the proposals, or any other such expenses incurred by the Proposer in responding to this RFP, are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City. No reimbursable cost may be incurred in anticipation of award.

DISQUALIFICATION OF PROPOSER. If there is reason to believe that collusion exists among the Proposers, the City may refuse to consider proposals from participants in such collusion. No person, firm, or corporation under the same or different name, shall make, file, or be interested in more than one proposal for the same work unless alternate proposals are called for. Reasonable grounds for believing that any Proposer is interested in more than one proposal for the same work will cause the rejection of all proposals for the work in which a Proposer is interested. If there is reason to believe that collusion exists among Proposers, the City May refuse to consider proposals from participants in such collusion. Proposers shall submit as part of their proposal documents the completed NonCollusion Affidavit provided as Attachment 1.

DOCUMENTS, EXAMINATION OF. It is the responsibility of the Proposer to carefully and thoroughly examine and be familiar with these RFP documents, general conditions, all forms, specifications, drawings, plans, and addenda (if any). Proposer shall satisfy himself as to the character, quantity, and quality of work to be performed and materials, labor, supervision, necessary to perform the work as specified by these documents. The failure or neglect of the Proposer to examine documents shall in no way relieve him from any obligations with respect to the solicitation and/or subsequent contract that may be awarded. The submission of a proposal shall constitute an acknowledgment upon which the City may rely that the Proposer has thoroughly examined and is familiar with the RFP documents. No claim will be allowed for additional compensation that is based upon a lack of knowledge of any solicitation document.

INTERPRETATION OF RFP DOCUMENTS. City reserves the right to make corrections or clarifications of the information provided in this RFP. If any person is in doubt as to the true meaning of any part of the specifications or other RFP documents, or finds discrepancies or omissions in the specifications, he or she may submit to the City a written request for an interpretation or correction.

Oral statement(s), interpretations or clarifications concerning meaning or intent of the contents of this RFP by any person are unauthorized and invalid. Modifications to the RFP, including, but not limited to, the scope of work, shall be made only by formal written

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11 addendum issued by the City. Accordingly, in order to ensure that all Proposers have access to the same information, the City will use the following procedure to respond to inquiries:
• All questions or requests for interpretations shall be made in writing and delivered to Mark Chagnon, City of Laguna Hills, 24035 El Toro Road, Laguna Hills, CA 92653, or via email at [email protected] by the date specified on the cover page of this RFP.
• Staff will issue, as needed, addenda to the RFP, including a list of all written questions received and responses thereto, on the City’s website and via email to the RFP distribution list, and all Proposers who have advised the City that they have a set of RFP documents, by the date specified on the cover page of this RFP.

The requesting party is responsible for prompt delivery of any requests. All such addenda shall become a part of the RFP document. It is the responsibility of each Proposer to ensure the City has their correct business name and address on file. Any prospective Proposer who obtained a set of RFP documents is responsible for advising the City that they have a set of RFP documents and wish to receive subsequent Addenda.

IRREGULARITIES. Unauthorized conditions, limitations, or provisions attached to a proposal may cause its rejection. The completed proposal shall be without interlineations, alterations or erasures. Alternative proposals will not be considered unless specifically requested. No oral, telegraphic, or telephonic proposal, modification or withdrawal will be considered.

NON-DISCRIMINATION. Proposer shall represent and certify that it does not and will not discriminate against any employee or applicant for employment because of race, religion, gender, color, national origin, sexual orientation, ancestry, marital status, physical condition, pregnancy or pregnancy related conditions, political affiliation or opinion, age or medical condition.

NON-EXCLUSIVE. Should the City make an award, the successful Proposer will enter into a non-exclusive Professional Services Agreement and the City reserves the right to enter into agreements with other firms or consultants for the services listed in this RFP.

NO OBLIGATION. The release of this RFP does not obligate or compel the City to enter into a contract or agreement.

NO PUBLIC PROPOSAL OPENING/PUBLIC RECORDS ACT. Proposals shall be opened and their contents secured by City staff to prevent disclosure during the evaluative process and the process of negotiating with competing Proposers. Adequate precautions shall be taken to treat each Proposer fairly and to ensure that information gleaned from competing proposals is not disclosed to other Proposers. Prices and other information concerning the proposals shall not be disclosed until finalists are selected to present

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12 proposals to the City Council or a recommendation for award is made to the City Council, whichever comes first.

OFFERS OF MORE THAN ONE PRICE. Proposers are not allowed to submit more than one proposal.

OWNERSHIP. All data, documents and other products used or developed during the RFP process become the property of the City upon submission.

PROPRIETARY INFORMATION. All proposals and documents submitted in response to this RFP shall become the property of the City and a matter of public record pursuant to Government Code sections 6250 et seq. It is the responsibility of each Proposer to clearly identify any and all information contained within the proposal that it considers to be confidential and/or proprietary. To the extent that the City agrees with that designation, such information will be held in confidence whenever possible; all other information will be considered public. In the event that a demand for disclosure of information designated as "confidential and/or proprietary" by a Proposer is made, the City will notify the Proposer in writing of such demand and shall furnish a copy of the City's written response to the requestor. Proposer may then pursue, at its sole cost and expense, any and all appropriate legal action necessary to maintain the confidentiality of such information.

REJECTION OF PROPOSAL. The City reserves the right to reject any or all proposals or any part of a proposal. The City reserves the right to reject the proposal of any Proposer who previously failed to perform adequately for the City or any other governmental agency. The City expressly reserves the right to reject the proposal of any Proposer who is in default on the payment of taxes, licenses or other monies due to the City.

REPRESENTATIONS. Proposer understands and acknowledges that the representations made in their submitted proposal are material and important, and will be relied on by the City in evaluation of the proposal. Proposer misrepresentation shall be treated as fraudulent concealment from the City of the facts relating to the proposal.

RFP PART OF AGREEMENT. Should an agreement be awarded, this Request for Proposals and Scope of Services and all conditions may become part of the Agreement between the City of Laguna Hills and the successful Proposer.

SEVERABILITY. If any provisions or portion of any provision of this Request for Proposals are held invalid, illegal or unenforceable, they shall be severed from the Request for Proposals and the remaining provisions shall be valid and enforceable.

VALIDITY. Proposal must be valid for a period of 180 days from the due date and may be extended by written authorization from the Proposer.

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13 WITHDRAWAL OF PROPOSAL. Proposers’ authorized representative may withdraw proposals only by written request received by the City’s project manager before the Proposal Submittal Deadline.

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14 SECTION II

PROPOSAL RESPONSE REQUIREMENTS
One printed original (marked original), two (2) printed copies (marked copy) and one (1) electronic copy on Flash Drive (will not be returned) and one (1) sealed envelope containing the Fee Proposal must be submitted in a sealed envelope or box bearing the name of the Proposer, marked REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR AVENIDA DE LA CARLOTA CORRIDOR PROJECT and submitted only to the following address:

City of Laguna Hills
Attention: Joe Ames, Interim City Manager/Public Works Director 24035 El Toro Road
Laguna Hills, CA 92653
If discrepancies are found between the copies, or between the original and copy or copies, the “ORIGINAL” will provide the basis for resolving such discrepancies. If one document is not clearly marked “ORIGINAL", the City reserves the right to use any of the proposals as the Original. If no document can be identified as an original bearing original signatures, Proposer's proposal may be rejected at the discretion of the City.

It is imperative that all Proposers responding to the RFP comply exactly and completely with the instructions set forth herein. Proposals must be concise, but with sufficient detail to allow accurate evaluation and comparative analysis. Proposals should be straightforward and provide "layman" explanations of technical terms that are used.

Emphasis should be concentrated on conforming to the RFP instructions, responding to the RFP requirements, and on providing a complete and clear description of the offer.

Try to Limit the Proposal to 30 pages (not including City-required forms).

All proposals shall be submitted on standard 8.5” by 11” paper and secured in binder clips only (no notebooks or covers to be submitted but a cover page is acceptable). Font shall be no less than 10 point. All pages should be numbered and identified sequentially by section matching the format of this RFP.

Response items must be indexed in the following order with individual tabs:

A. Cover Letter:

Proposal must be accompanied by a cover letter, signed by an individual authorized to bind the proposing entity. An unsigned proposal is grounds for rejection. The cover letter should include an introduction of the firm and summary statement of professional qualifications.

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15 B. Company Data:

Please submit the following information for the Proposer (Prime Consultant Only):

1. Official name and address.

2. Name, address, and telephone number of the Proposer’s primary point of contact.

3. Indicate what type of entity (corporation, company, joint venture, etc.). Please enclose a copy of the Joint Venture Agreement if entity is a joint venture.

4. Federal Employer I.D. Number.

5. The address, telephone numbers and authorized email addresses of each of your firm’s locations.

6. A detailed statement indicating whether Proposer is totally or partially owned by another business organization or individual.

7. Number of years Proposer has been in business under the present business name.

8. Number of years of experience the Proposer has had in providing required, equivalent, or related services.

9. Comparable contracts during the last five (5) years, completed or not. Please indicate:
 Year started and completed (if applicable)
 Scope of work
 Client or agency name
 Project description
 Project manager
 Approximate value of contract

10.Any failures or refusals to complete a contract and explanation.

11.Individuals/Firms who own an interest of 10% or greater in the proposing firm.

12.Financial interests in other lines of business.

13.Litigation/Adverse Judgement History. Provide a list of all litigation (including all complaints or responses to complaints) filed against the Proposer and any proposed Principal/Project Manager within the last 5 years only, related to performance of a Professional Services Agreement or participation on a project.

Provide the date that the complaint was filed, the name of the plaintiff(s), the nature of the litigation and list the causes of action set forth in the complaint, the amount of damages and relief asserted, the project name, describe the role of the Proposer and any proposed Principal/Project Manager in the project, provide the names of the parties involved, status of the case, and a summary of the dispute resolution and/or outcome (including current status for any unresolved litigation) (e.g., trial/judgement, arbitration/mediation, settlement, etc.).

14.Termination of Contract “For Cause” History. Describe the conditions or circumstances surrounding any Professional Services Agreement or other services contract (or portion thereof) entered into by the Proposer and any proposed Principal/Project Manager within the last 5 years only that was

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16 terminated for cause or which required completion by another party. Describe the reasons for termination, the reasons specified by the client/owner for any such termination, whether the Proposer and proposed Principal/Project Manager disputed the client/owner’s position and/or the stated justification for terminating for cause, as well as the dispute resolution and/or outcome of the dispute (including the current status for any unresolved notice of termination for cause).

C. Resumes and Qualifications of Personnel:

The Proposer shall furnish a personnel staffing plan with sufficient information for judging the quality and competence of the personnel dedicated to the project. In its assessment of the proposal, City will place considerable emphasis on the commitment by the Proposer to provide qualified personnel for the professional services being considered. The Proposer shall furnish resumes in outline form for the key personnel assigned and committed to this account (i.e., Principal and/or Project Manager). Proposer shall also include the number and type of additional support personnel who will be providing services.

Minimum Resume Contents:
• Name, Position: Include length of time with this firm in the current position and any other positions held within the firm.
• Education: Show degrees earned and certifications, school and year of completion. Exclude company courses or information that is not relevant to the person’s functional job duties.
• Summary of Experience: In chronological order, most recent date first, summarize experience as it relates to the proposed Scope of Work. Please include a listing of all projects with a brief description of each. Additional detail and information may be requested of finalists.
• Professional Memberships/Registrations/Licensure/Certifications: Separately, please include a complete list of all previous and current clients.

D: Organizational Chart:

Proposer shall include an organizational chart that reflects names and titles of all staff assigned to the project (include contact information for key management staff). It is the City’s requirement that key personnel identified in the Organizational Chart remain during the term of the agreement. The Proposer shall note concurrence on the restrictions to changes in key personnel. A transition plan shall be presented in this section in the event there are proposed changes in key personnel during the term of the agreement that are outside of the consulting firm’s control or if the City requests such change.

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17 E: References:

Proposer must provide three (3) PUBLIC AGENCY references for whom Proposer has provided similar services of the nature and scope as set forth in the RFP within the last five (5) years. Include name of agency, name of contact person, telephone number of contact person, and description of services provided.

F: Project Understanding, Overview and Approach:
 Understanding: Proposer must clearly demonstrate in this section an understanding of the tasks outlined in Section IV of this Request for Proposals.  Approach: Proposer must include in this section its detailed approach to providing those services described in Section IV of this RFP (including all optional tasks) that the Proposer proposes to provide.
 Proposer must identify the services proposed to be provided in response to the Scope of Services. Proposer must note any services not provided by the Proposer.  Project Management: The City’s Public Works Director will serve as a dedicated project manager that will act as the single point of contact and as the contract officer for these services. Proposals should describe the Proposer’s approach to project management which ensures coordination with the City’s contract officer and a commitment to the project schedule.
 Proposer shall list any resources, City assistance or other items expected to be provided by City in connection with the delivery of these services.  Proposer may additionally itemize those services which are further recommended or optionally provided but are not noted in the aforementioned paragraphs as requirements. Proposer will title this section as ADDITIONAL SERVICES.  Project Controls: Describe the Proposer’s ability to control costs and provide accurate and timely invoices through internal control measures; to monitor and stay within budget; to monitor schedule and review times and describe the techniques used to complete projects within the proposed time frames.  Quality Control/Quality Assurance (QA/QC): Describe the firm’s QA/QC processes that will be adhered to during the term of the agreement. Describe the method of ensuring accuracy and an overall high quality of work.

G: Communication Plan:

Proposer must describe the method(s) of communication and how frequently the firm proposes to keep City staff informed of their progress on any given tasks.

H: Compensation/Payment Schedule:

Proposer is required to submit their cost proposal in the format as outlined in Section V.

The Compensation shall be submitted in a separate sealed envelope containing the Fee Proposal.

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18 I: Non-Collusion Affidavit
Proposer is required to sign and submit the Non-Collusion Affidavit (Attachment 1).

J: Compliance with Insurance Requirements
Proposer is required to sign and submit the Consultant’s Acknowledgement of Compliance with Insurance Requirements for Agreement for Professional Services (Attachment 2). Proposer shall demonstrate the willingness and ability to submit proof of the required insurance coverage (Attachment 2) set forth in the Sample Draft Professional Services Agreement (Attachment 4) prior to execution of the contract.

K: Certification of Proposal
Proposer is required to sign and submit the Certification of Proposal (Attachment 3).

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19 SECTION III

PROPOSAL EVALUATION AND SELECTION
An Evaluation Committee will be established by the City. The Committee may be comprised of City staff or other personnel as determined by the City Manager and will evaluate all proposals received in accordance with Section 3-08.150 of the LHMC. The City reserves the right to establish criteria and weight factors. The City shall not be obligated to accept the lowest priced proposal, but the City will make an award in the best interests of the City after all factors are considered, including, but not limited to, the demonstrated competence, experience and professional qualifications of the Proposer.

Selection of qualified Proposers will be based on the following criteria as set forth herein.

Criteria are listed in random sequence and are not considered in any rank or order of importance. The proposal will be evaluated by the Evaluation Committee on the basis of the response to all requirements of this RFP.

1. Experience of the firm, particularly of staff assigned to provide the requested services

2. Demonstrated understanding of the service needs outlined in this RFP

3. Successful delivery of similar services

4. Location of firm and availability of staff assigned to City

5. Quality of references

6. Content, quality, completeness and form of submitted proposal

7. Interviews

8. Proposed cost of services (considered after selection of best qualified firms).

Following evaluation of written proposals, the Committee may hold interviews with the most qualified respondents. The City intends to enter into a multi-year Professional Services Agreement to fulfill the City’s needs.

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20 SECTION IV

SCOPE OF SERVICES
A. PROJECT DEFINITIONS
Definitions
• City: Refers to the lead agency, the City of Laguna Hills, unless otherwise noted. • Project Team: Refers to the agencies participating in this project – City of Laguna Hills, Project Management Consultant (if applicable), and the Design Consultant. • Project Management Consultant: Refers to the consultant that may manage the project on behalf of the City (yet to be determined).
• Design Consultant: Refers to the consultant that will prepare all documents necessary to bid and construct the improvements and coordinate traffic signal system timing plans for the subsequent coordination of traffic signals within the project limits.
• Arterial Segment: Length of arterial between signalized intersections in both directions.
• Arterial Section: Two or more consecutive arterial segments. • Offset Intersections: Signalized intersections identified that are located within 2,700 feet from the project corridor that are also included in the project (none for this project).

B. PROJECT SCOPE OF WORK
PRIMARY IMPLEMENTATION (PI) PHASE, lasting approximately one year shall include the following:

Task 1: Support to the City’s Project Management Team - PI Phase This is an on-going task conducted by the Project Management Consultant (if applicable) or City staff throughout the duration of the PI Phase of the project. It includes day-to-day project management, such as meetings, progress reports, tracking of schedules, tracking of cost, by agency, invoicing, and overall administration of the PROJECT.

Minimum requirements of this task include:
• A running record of all scope changes and/or any deviations from the final approved application. This information will be used to request Scope Changes at the Semi-annual Review (SAR). Design Consultant shall coordinate with The City’s Project Management Team on defining scope changes in advance of SAR deadlines.

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21 • Coordinate monthly meetings with Design Consultant and Project Team Members. Design Consultant shall dedicate a set monthly date for meetings.

Meetings may be in person or virtual.
• Design Consultant shall provide monthly schedule updates, Progress Reports, and Invoices in advance of set monthly meetings.
• Design Consultant shall provide monthly Comment Matrix with response to comments and deposition of comments. The Comment Matrix shall be provided to the City’s Project Management Team one week prior to monthly meeting.

Task 2: Data Collection and Field Review
Because seven (7) of the eight (8) signals are part of the Countywide Baseline Study and the eighth (8th) signal is part of the Lake Forest Drive Corridor project, traffic counts are not required for this project.

Data collection shall include field review of before and after conditions. The floating car method shall be utilized with software and GPS for the “Before” Study to finetune the corridor operation and verify the integrity of the system intersection clocks. Synchronized Video shall be used to compare actual conditions to anticipated conditions detected by the time-space diagrams so that any anomalies may be corrected prior to the “After” studies task.

Field review conducted as part of this task will document the existing conditions for all signal timing, infrastructure, and system improvements on the project. This includes preconstruction pictures for comparison during post-construction walkthrough, should there be any questions or discrepancies noted by any parties. Data collection and Field Review Memos shall be provided to all participating agencies.

Task 3: System Design and Collection
The Design Consultant shall design and prepare bid documents to construct and implement all desired components of the project as described in the application (Attachment 5) in accordance with CTFP Guidelines.

All work and equipment supplied for the project shall comply and be done in accordance with the latest standards and provisions of each Participating Agency or latest approved California Department of Transportation (Caltrans) Standard Plans and Standard Specifications. Any equipment supplied for the project shall include the Project Name, Agency, costs, and detail the equipment supplied.

As-built plans shall be provided to match the improvements. This task is not complete until all Participating Agencies approve the improvements implemented in their jurisdictions.

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22 Task 4: Final PI Report
The Design Consultant shall prepare the Final PI Report. Certain elements shall be obtained from or coordinated with the Countywide Baseline Study and Lake Forest Drive Corridor Project as applicable. The Final PI Report, with an executive summary, serves to document the activities of the project and shall include, but not be limited to, the following items:
• Project scope, objective, locations, findings, and recommendations. • Data collected: Travel time studies, and project benefits achieved in terms of fuel savings, travel times, and other measurable parameters. • Lane configurations, signal phasing, turning movement data, and cycle lengths for existing and proposed timings for all peak periods.
• All work performed for system construction and signal timing optimization. • Implementation schedule and improvements accomplished, including dates. • Procedures for continuous maintenance, surveillance, and evaluation of coordinated signal system project benefits.

The report shall document all planned and programmed improvements to the study corridors as well as recommendations based on PI tasks for further infrastructure improvements that would likely improve the corridor signal coordination project results.

The report shall be completed in accordance with current CTFP Guidelines.

Finally, the report shall provide recommendations with cost and benefit estimates for further improvements to traffic signal infrastructure (signal controllers, vehicles detection, communications, etc.), intersection capacity (appropriate signal phasing, lane geometrics and elimination of physical bottlenecks that curtail capacity), and traffic management strategies. These proposed improvements should be useful in determining future enhancements to the corridor.

A Project Summary Sheet (one sheet front and back) that describes the project and improvements gained shall be provided to OCTA. This sheet will be used by OCTA and Participating Agencies to present to the Board and Agencies.

ON-GOING OPERATIONS AND MAINTENANCE (O&M) PHASE, lasting approximately two years, shall include the following:

Task 5: Support to City’s Project Management Team – O&M Phase This task shall be conducted by the Project Management Consultant (if applicable) or City staff and includes day-to-day project management such as meetings, tracking schedules, invoicing and overall administration of the project. This task shall continue in full force as

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23 specified in the Primary Implementation (PI) Phase. Design Consultant shall submit monthly progress reports, invoices, and update schedules.

Task 6: Continuing Support
During this 24-month period, the signal timing along the corridor/route/grid shall be observed and any recommendations for adjustments coordinated with the Countywide Baseline Study and Lake Forest Drive Corridor Project as applicable. This task shall also include the monitoring of detection and communications implemented as part of the project. City’s Project Management Team shall be immediately notified of issues. Monthly drives shall be conducted along the length of the project during all designated corridor synchronization timing plan hours of operations to verify that the synchronization timing is working as designed and any necessary adjustments coordinated with the Countywide Baseline Study and Lake Forest Drive Corridor Project as applicable. This is followed by a monthly memorandum summarizing the status and trends of the corridor based on the runs conducted. Trip logs for the month shall be provided to the Participating Agencies.

The memorandum shall include all additional tasks requested and completed during that month. Performance metrics comparisons from ATSPM, where available, shall also be included in the memorandum.

Task 8: Final O&M Report
This task shall be conducted by the Design Consultant with oversight by the Project Management Consultant (if applicable) or City staff. At the end of the O&M Phase, a Final O&M Report documenting the On-Going Operations and Maintenance efforts and procedures for continuing maintenance shall be prepared. At the minimum, the Report shall include when travel runs were conducted and issues and solutions throughout the phase. The Report shall document all planned and programmed improvements to the study corridor as well as recommendations for further infrastructure improvements that would likely improve the corridor signal coordination project results.

End of Section, continue to next page.

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24 SECTION V

SCHEDULE OF COMPENSATION/FEES
Compensation will be provided in accordance with Section 2 of the Sample Professional Agreement (Attachment 4). Compensation will be made at the fees and schedule contained in the Proposer’s Proposal/Scope of Work and subject to a Maximum Contract Amount as agreed upon by Proposer and City.

In order to facilitate comparison of proposals, the City requires all compensation proposals to be submitted in the format below based on the tasks and sub tasks as noted in the Scope of Services above.

The Proposer shall provide a cost proposal in a tabular format by task (to be listed by row) with the following items (to listed by column)

1. Staff title, level, name;

2. Hourly rate;

3. Anticipated staff hours
Include subtotals by task and a projected total cost for the entire proposal.

An example is shown below:

Cost Proposal
Service Provider Person 1
Name
Person 2
Name
Person 3
Name
Person 4
Name
Projected
Subtotals
Title Project
Manager
Principal Technician Administrative
Assistant
Billing Rate $190 $155 $135 $95
Task A: 1 3 30 10 $5,655
Task B: 1 2 20 5 $3,675
Projected Totals 2 5 50 15 $9,330
If awarded a contract by the City, the City expects that the fees, rates, and/or unit prices set forth in Consultant's Proposal shall remain fixed and unchanged.

End of Section, continue to next page.

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25 ATTACHMENT 1

NON-COLLUSION AFFIDAVIT
The undersigned represents and certifies that:

1. This Proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization or corporation.

2. This Proposal is genuine and not collusive or sham.

3. The Proposer has not directly or indirectly induced or solicited any other Proposer to put in a false or sham proposal and has not directly or indirectly colluded, conspired, connived, or agreed with any other Proposer or anyone else to put in sham proposal or to refrain from submitting to this RFP.

4. The Proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price or to fix any overhead, profit or cost element of the proposal price or to secure any advantage against the City of Laguna Hills or of anyone interested in the proposed contract.

5. Proposer affirms that all statements contained in the Proposal and related documents are true and correct.

6. Proposer has not directly or indirectly submitted the proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay any fee to any person, corporation, partnership, company, association, organization, RFP depository, or to any member or agent thereof to effectuate a collusive or sham proposal.

7. Proposer has not entered into any arrangement or agreement with any City of Laguna Hills public officer in connection with this proposal.

8. Proposer understands that collusive bidding is a violation of State and Federal law and can result in fines, prison sentences, and civil damage awards.

I declare under penalty of perjury pursuant to the laws of the State of California and the United States that the foregoing facts are true and correct. Executed this ______ day of ______, 2025, at ________________, California.
________________________________
Signature of Authorized Representative
________________________________ __________________________________ Name of Authorized Representative Title of Authorized Representative

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

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26 ATTACHMENT 2
CONSULTANT’S ACKNOWLEDGEMENT OF COMPLIANCE

WITH INSURANCE REQUIREMENTS FOR

AGREEMENT FOR PROFESSIONAL SERVICES
Consultant agrees, acknowledges, understands and is fully aware of the insurance requirements as specified in Section 5, Insurance Requirements of the attached sample Agreement for Professional Services (Attachment 4) and hereby accepts all conditions and requirements as contained therein.

Consultant:

Name (Please Print or Type)
By:

Consultant’s Signature & Title
Date:

This executed form must be submitted with proposal.

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

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27 ATTACHMENT 3

CERTIFICATION OF PROPOSAL

TO THE CITY OF LAGUNA HILLS
The undersigned hereby submits its proposal and agrees to be bound by the terms and conditions of this Request for Proposal (RFP). By signing the Certification of Proposal (Attachment 3) and submitting a proposal to the City in response to this Request for Proposals, the Proposer hereby represents and certifies that:

A) No elected or appointed official, officer, or employee of the City has been or shall be compensated, directly or indirectly, in connection with this proposal or for any work connected with this proposal; should any agreement be approved in connection with this Request for Proposals (“Agreement”) no elected or appointed official, officer, or employee of the City, during the term of his/her service with the City, shall have any direct or indirect financial interest in the Agreement, or obtain any present, anticipated, or future financial interest or other material benefit arising therefrom;
B) No elected or appointed official, officer, or employee of the City shall have any financial interest, direct or indirect, in the Agreement nor shall any such official, officer, or employee participate in any decision relating to the Agreement which effects his/her personal financial interest or the financial interest of any corporation, partnership, or association in which they are, directly or indirectly, interested in violation of state law; C) The Proposer and its principals do not have now, nor shall it acquire any financial or business interest that would conflict with the performance of services under the Agreement;
D) Proposer does not and will not discriminate against any employee or applicant for employment because of race, religion, gender, color, national origin, sexual orientation, ancestry, marital status, physical condition, pregnancy or pregnancy related conditions, political affiliation or opinion, age or medical condition; E) By submitting the response to this request, Proposer agrees, if selected, to furnish services to the City in accordance with this RFP;
F) Proposer has carefully reviewed its proposal and understands and agrees that the City is not responsible for any errors or omissions on the part of the Proposer and that the Proposer is responsible for them;
G) It is understood and agreed that the City reserves the right to accept or reject any or all proposals and to waive any informality or irregularity in any proposal received by the City;

City of Laguna Hills

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28 H) The proposal response includes all of the commentary, figures and data required by this Request for Proposal.

I) The proposal shall be valid for 180 days from the date of submittal to the City.

I declare under penalty of perjury pursuant to the laws of the State of California and the United States that the foregoing facts are true and correct.

Executed this ______ day of ______, 2025, at ________________, California.

Name of Proposer:

By:
(Authorized Signature)
Type Name:

Title:

Date:

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT
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29 ATTACHMENT 4

SAMPLE DRAFT PROFESSIONAL SERVICES AGREEMENT
(Subject to Revision by City Upon Final Contract Award)

1836876.1
30 PROFESSIONAL SERVICES AGREEMENT
Consultant
Project Name
THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter “Agreement”) is made and entered into, to be effective the ___ day of ______ 2025, by and between the CITY OF LAGUNA HILLS, a municipal corporation organized and existing under the laws of the State of California, (hereinafter referred to as “City”) and ______________________, a California corporation (hereinafter referred to as “Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and are hereinafter collectively referred to as the “Parties.”

RECITALS
A. City has determined that there is a need to retain the professional services of a qualified Civil Engineering and/or Traffic Engineering firm to provide the City with _________________________________________________________________(the “Project”).

B. In response to City’s Request for Proposals (RFP), dated ____________, 2025, Consultant has submitted to City a proposal, dated ____________, 2025, to provide the City with professional civil engineering and/or traffic engineering consulting services for the Project pursuant to the terms of this Agreement.

C. Consultant represents and maintains that it is uniquely qualified by virtue of its experience, training, education, reputation, and technical expertise to provide the professional civil engineering and/or traffic engineering consulting services to City for the Project and has agreed to provide such services as provided herein. City does not have the personnel, training, certification, specialized equipment, or technical expertise necessary to perform the work and services contracted for herein.

D. City desires to retain Consultant to provide such professional civil engineering and/or traffic engineering consulting services for the Project.

NOW, THEREFORE, in consideration of the promises and mutual obligations, covenants, and conditions contained herein, and other valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows:

AGREEMENT

1. SERVICES OF CONSULTANT

1.1 Scope of Services and Standard of Performance. In compliance with all terms and conditions of this Agreement, Consultant agrees to provide and perform the professional civil engineering and/or traffic engineering consulting services for the Project as set forth in the Proposal/Scope of Work, dated ___________, 2025, which is attached hereto as Exhibit “A” and is incorporated herein by reference (hereinafter referred to as the “Scope of Services,” the

1836876.1
31 “Services” or “Work”). As a material inducement to the City entering into this Agreement, Consultant acknowledges and understands that the Services and Work contracted for under this Agreement require specialized skills and abilities and that, consistent with this understanding, Consultant’s Services and Work shall be performed in a skillful and competent manner and shall be held to a standard of quality and workmanship prevalent in the industry for such Services and Work and with the standards recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and warrants that it is skilled in the professional discipline necessary to perform the Services and Work and that it holds the necessary skills and abilities to satisfy the standard of work as set forth in this Agreement. Consultant represents and warrants that it and all of its employees, subconsultants and subcontractors providing any Work or Services under this Agreement shall have sufficient skill and experience to perform the Services and Work assigned to them. All Services and Work shall be completed to the reasonable satisfaction of the City.

1.2 Contract Documents. The Agreement between the Parties shall consist of the following: (1) this Agreement; (2) the Consultant’s signed, original Proposal/Scope of Work dated ___________ 2025 (“Consultant’s Proposal”) submitted to City, and (3) the City Request for Proposals (RFP) for Professional Civil Engineering and/or Traffic Engineering Consulting Services for _________________________, dated __________, 2025 (“City’s RFP”), which shall all be referred to collectively hereinafter as the “Contract Documents.” The Consultant’s Proposal and City’s RFP are both attached hereto as Exhibit “A” and Exhibit “B”, respectively, and are each hereby incorporated by reference and made a part of this Agreement. All provisions of the Contract Documents shall be binding on the Parties. Should any conflict or inconsistency exist in the Contract Documents, the conflict or inconsistency shall be resolved by applying the provisions in the highest priority document, which shall be determined in the following order of priority: (1st) the terms and conditions of this Agreement; (2nd) the terms, conditions, and Project scope of services and specifications set forth in the City’s RFP (Exhibit “B”); and, (3rd) the provisions of the Consultant’s Proposal (Exhibit “A”).

1.3 Compliance with Law. Consultant shall comply at all times during the term of this Agreement with all applicable federal, state, and local laws, statutes, and ordinances and all lawful orders, rules, and regulations promulgated thereunder, including without limitation all applicable fair labor standards and Cal/OSHA requirements. 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 Work and 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 performing the Work and Services. If Consultant performs any Work or Services in violation of such laws, rules, and regulations, Consultant shall be solely responsible for all penalties and costs arising therefrom. Consultant shall defend, indemnify, and hold City, its elected and appointed officials, officers, employees, agents and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules, or regulations.

1.4 Licenses, Permits, Fees, and Assessments. Prior to performing any Services or Work hereunder Consultant shall obtain all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession and perform the Work and

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32 Services required by this Agreement. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement and any extension, any license, permit, qualification, or approval that is legally required for Consultant to perform the Work and Services under this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant's performance of the Work and Services required by this Agreement, and shall defend, indemnify, and hold the City, its elected and appointed officials, officers, employees, agents and volunteers, free and harmless from and against any claim or liability arising out of any failure or alleged failure to obtain such license, permits, and approvals of whatever nature that are legally required to perform the Work or Services.

1.5 Familiarity with Work. By executing this Agreement, Consultant represents and warrants that it (a) has thoroughly investigated and considered the Scope of Work or Services to be performed, (b) has carefully considered how the Services should be performed and has carefully examined the location or locations at or with respect to where such Services or Work is to be performed, and (c) fully understands the facilities, difficulties, and restrictions attending performance of the Services under this Agreement. If the Services involve work upon any site, Consultant represents and maintains that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of any Services hereunder. Should the Consultant discover any latent or unknown conditions that will materially affect the performance of the Services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant's risk until written instructions are received from the City.

1.6 Care of Work. Consultant shall adopt reasonable methods during the term of the Agreement to furnish continuous protection to the Work and the equipment, materials, papers, documents, plans, studies, and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the Work by the City, except such losses or damages as may be caused by City's own negligence.

1.7 Further Responsibilities of Parties. Both Parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both Parties agree to act in good faith to execute all instruments, prepare all documents, and take all actions as may be reasonably necessary to carry out the purposes of this Agreement.

1.8 Additional Services. City shall have the right at any time during the performance of the Services, without invalidating this Agreement, to order extra work beyond that specified in the Consultant's Proposal/Scope of Services (Exhibit “A”) or make changes by altering, adding to, or deducting from such Work. No such extra work may be undertaken unless a written order is first given by the City to the Consultant, incorporating therein any adjustment in (i) the Maximum Contract Amount, as defined below, and/or (ii) the time to perform this Agreement, which adjustments are subject to the written approval of the Consultant. It is expressly understood by Consultant that the provisions of this section shall not apply to the Work and Services specifically set forth in the Scope of Services or reasonably contemplated therein, regardless of whether the

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33 time or materials required to complete any Work or Service identified in the Scope of Services exceeds any time or material amounts or estimates provided therein.

1.9 Non-Exclusive Agreement. Consultant acknowledges that City may enter into agreements with other contractors, consultants, or vendors for services similar to the services that are the subject of this Agreement. Consultant further acknowledges that City may have its own employees perform services similar to the services that are the subject of this Agreement.

2. COMPENSATION

2.1 Maximum Contract Amount. For the Services and Work rendered pursuant to this Agreement, Consultant shall be compensated by City for the services performed, including authorized reimbursements, in accordance with the professional hourly rates and charges set forth in the Schedule of Compensation/Fees, which is attached hereto as Exhibit “A” and is incorporated herein by reference, but not exceeding the total maximum contract amount ____________________________________________________ ($__________) (hereinafter referred to as the "Maximum Contract Amount"). The method of compensation shall be as set forth in Exhibit “A”. The Maximum Contract Amount shall include the attendance of Consultant at all Project meetings deemed reasonably necessary by the City. Consultant shall not be entitled to any increase in the Maximum Contract Amount for attending these meetings. Compensation for necessary expenditures for reproduction costs, telephone expenses, and transportation expenses must be approved in advance by the Contract Officer designated pursuant to Section 4.2 and will only be approved if such expenses are also specified in the Schedule of Compensation/Fees. The maximum amount of City’s payment obligation under this Agreement is the amount specified in this section.

2.2. Method of Payment. Unless some other method of payment is specified in the Schedule of Compensation/Fees (Exhibit “A”), in any month in which Consultant wishes to receive payment, no later than the tenth (10th) working day of such month, Consultant shall submit to the City, in a form approved by the City’s Finance Director, an invoice for services rendered prior to the date of the invoice. Such requests shall be based upon the amount and value of the services performed by Consultant and accompanied by such reporting data including an itemized breakdown of all costs incurred and tasks performed during the period covered by the invoice, as may be required by the City. City shall use reasonable efforts to make payments to Consultant within forty-five (45) days after receipt of the invoice or a soon thereafter as is reasonably practical.

2.3 Intentionally omitted.

2.4 Changes in Scope. In the event any change or changes in the Scope of Services is requested by the City, the Parties shall execute a written amendment to this Agreement, setting forth with particularity all terms of such amendment, including, but not limited to, any additional professional fees. An amendment may be entered into: (a) to provide for revisions or modifications to documents or other work product or work when documents or other work product or work is required by the enactment or revision of law subsequent to the preparation of any documents, other work product, or work; and/or (b) to provide for additional services not included in this Agreement

1836876.1
34 or not customarily furnished in accordance with generally accepted practice in Consultant’s profession.

2.5 Appropriations. This Agreement is subject to and contingent upon funds being appropriated therefore by the Laguna Hills City Council for each fiscal year covered by the term of this Agreement. If such appropriations are not made, this Agreement shall automatically terminate without penalty to the City.

3. SCHEDULE OF PERFORMANCE

3.1 Time of Essence. Time is of the essence in the performance of this Agreement.

The time for completion of the services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the Work of this Agreement according to the agreed upon Schedule of Performance.

3.2 Schedule of Performance. Consultant shall commence the Services pursuant to this Agreement upon receipt of a written notice to proceed, or on each task order, if applicable, and shall perform all Services within the time period(s) established in the Schedule of Performance, which is attached hereto as Exhibit “A” and is incorporated herein by reference.

When requested by Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer; however, the City shall not be obligated to grant such an extension.

3.3 Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the Services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant (financial inability excepted), including, but not limited to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, pandemics, quarantine restrictions, riots, strikes, freight embargoes, wars, and/or acts of any governmental agency, including the City, if Consultant, within ten (10) days of the commencement of such delay, notifies the City Manager in writing of the causes of the delay. The City Manager shall ascertain the facts and the extent of delay, and extend the time for performing the Services for the period of the enforced delay when and if in the judgment of the City Manager such delay is justified. The City Manager's determination shall be final and conclusive upon the Parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant's sole remedy being extension of the Agreement pursuant to this section.

3.4 Term. Unless earlier terminated as provided elsewhere in this Agreement, this Agreement shall commence upon the effective date of this Agreement and shall continue in full force and effect for a period of ______________, commencing on ________, 2025 and ending on ____________, 2025, unless extended by mutual written agreement of the Parties.

3.5 Task Orders. Consultant hereby agrees and acknowledges that any and all Services or Work performed pursuant to this Agreement shall be based upon the prior issuance of a written project task order by the City. Furthermore, Consultant hereby agrees and acknowledges that execution of this Agreement by the City does not in any way guarantee that a task order will be

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35 issued to Consultant. Moreover, execution of this Agreement by the City shall not entitle Consultant to any form of payment or compensation from the City without City first having issued a project task order.

4. COORDINATION OF WORK

4.1 Representative of Consultant. The following principal of Consultant is hereby designated as being the principal and representative of Consultant authorized to act in its behalf with respect to the Services to be performed under this Agreement and to make all decisions in connection therewith: ___________________. It is expressly understood that the experience, knowledge, education, capability, expertise, and reputation of the foregoing principal is a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principal shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the Work or Services performed hereunder. The foregoing principal may not be changed by Consultant without prior written approval of the Contract Officer.

4.2 Contract Officer. The Contract Officer shall be such person as may be designated by the City Manager of City, and is subject to change by the City Manager. It shall be the Consultant's responsibility to ensure that the Contract Officer is kept fully informed of the progress of the performance of the Services, and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.3 Prohibition Against Subcontracting or Assignments. The experience, knowledge, capability, expertise, and reputation of Consultant, its principals and employees, were a substantial inducement for City to enter into this Agreement. Therefore, Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, voluntarily or by operation of law, without the prior written consent of City. Consultant shall not contract with any other entity to perform the Services required without prior written consent of City. If Consultant is permitted to subcontract any part of this Agreement by City, Consultant shall be responsible to City for the acts and omissions of its subcontractor(s) in the same manner as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and City. All persons engaged in the Work will be considered employees of Consultant. City will deal directly with and will make all payments to Consultant. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written consent of City.

Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release Consultant or any surety of Consultant from any liability hereunder without the express written consent of City.

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36 4.4 Independent Contractor.

A. The legal relationship between the Parties is that of an independent contractor, and nothing herein shall be deemed to make Consultant a City employee. During the performance of this Agreement, Consultant and its officers, employees, and agents shall act in an independent capacity and shall not act as City officers or employees. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. The personnel performing the Services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officials, officers, employees, agents or volunteers shall have control over the conduct of Consultant or any of its officers, employees, or agents, except as set forth in this Agreement.

Consultant, its officers, employees or agents, shall not maintain a permanent office or fixed business location at City’s offices. City shall have no voice in the selection, discharge, supervision, or control of Consultant’s officers, employees, representatives or agents or in fixing their number, compensation, or hours of service. Consultant shall pay all wages, salaries, and other amounts due its employees in connection with the performance of Services under this Agreement as required by law and shall be responsible for all reports and obligations respecting them, including but not limited to social security income tax withholding, unemployment compensation, workers’ compensation, and other similar matters. City shall not in any way or for any purpose be deemed to be a partner of Consultant in its business or otherwise a joint venturer or a member of any joint enterprise with Consultant.

B. Consultant shall not incur or have the power to incur any debt, obligation, or liability against City, or bind City in any manner.

C. No City benefits shall be available to Consultant, its officers, employees, or agents, in connection with the performance of any Work or Services under this Agreement. Except for professional fees paid to Consultant as provided for in this Agreement, City shall not pay salaries, wages, or other compensation to Consultant for the performance of any Work or Services under this Agreement. City shall not be liable for compensation or indemnification to Consultant, its officers, employees, or agents, for injury or sickness arising out of performing any Work or Services hereunder. If for any reason any court or governmental agency determines that the City has financial obligations, other than pursuant to Section 2 and Subsection 1.8 herein, of any nature relating to salary, taxes, or benefits of Consultant’s officers, employees, representatives, agents, or subconsultants or subcontractors, Consultant shall defend, indemnify, and hold harmless City from and against all such financial obligations.

4.5 PERS Eligibility & Indemnification.

A. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing any Work or Services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employee Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents or subcontractors, as well as for the

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37 payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the City.

B. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing any Work or Services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

5. INSURANCE

5.1 Compliance with Insurance Requirements. Consultant shall obtain, maintain, and keep in full force and effect during the term of this Agreement, at its sole cost and expense, and in a form and content satisfactory to City, all insurance required under this section. Consultant shall not commence any Work or Services under this Agreement unless and until it has provided evidence satisfactory to City that it has secured all insurance required under this section. If Consultant’s existing insurance policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so.

5.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement, and without limiting the indemnity provisions set forth in this Agreement, Consultant shall obtain and maintain in full force and effect during the term of this Agreement, including any extension thereof, the following policies of insurance:

A. Commercial General Liability Insurance. Consultant shall obtain and maintain, in full force and effect throughout the term of this Agreement, a policy of Commercial General Liability Insurance written on an occurrence basis with limits of at least one million dollars ($1,000,000.00) per occurrence, two million dollars ($2,000,000.00) in the general aggregate, and one million dollars ($1,000,000.00) for products and completed operations. 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. Consultant shall obtain and maintain, in full force and effect throughout the term of this Agreement, a policy of Automobile Liability Insurance written on a per occurrence basis with limits of at least one million dollars ($1,000,000.00) combined limit for each occurrence covering bodily injury and property damage.

The policy shall specifically include coverage for owned, non-owned, leased, and hired automobiles.

C. Workers’ Compensation Insurance. Consultant shall obtain and maintain, in full force and effect throughout the term of this Agreement, a policy of Workers’ Compensation Insurance in at least the minimum statutory amounts, and in compliance with all other statutory requirements, as required by the State of California. Consultant agrees to waive and obtain endorsements from its workers’ compensation insurer waiving all subrogation rights under its workers’ compensation insurance policy against the City, its officials, officers, employees, agents

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38 and volunteers, and to require each of its subconsultants and subcontractors, if any, to do likewise under their workers’ compensation insurance policies. Consultant shall obtain and maintain, in full force and effect throughout the term of this Agreement, a policy of Employer’s Liability Insurance written on a per occurrence basis with limits of at least one million dollars ($1,000,000.00) per accident for bodily injury or disease.

D. Professional Liability (Errors & Omissions) Insurance. Consultant shall obtain and maintain in full force and effect throughout the term of this Agreement, a policy of Professional Liability or Errors and Omissions Insurance appropriate to Consultant’s profession with limits of at least two million dollars ($2,000,000.00). Covered professional services shall specifically include all Work or Services to be performed under the Agreement and delete any exclusions that may potentially affect the Work or Services to be performed under this Agreement.

1. The policy shall be endorsed to provide the following: Contractual Liability Exclusion Deleted: This insurance shall include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.

2. If the policy of insurance is written on a “claims-made” basis, the City may require that the policy be continued in full force and effect at all times during the term of this Agreement, and for a period of three (3) years from the date of the completion of the Work or Services provided hereunder. In the event of termination of the policy during this period, Consultant shall obtain continuing insurance coverage for the prior acts or omissions of Consultant during the course of performing the Work or Services under the terms of this Agreement. The coverage shall be evidenced by either a new policy evidencing no gap in coverage, or by obtaining separate extended “tail” coverage with the present or new carrier or other insurance arrangements providing for complete coverage, either of which shall be subject to the written approval by the City.

3. In the event the policy of insurance is written on an “occurrence” basis, the policy shall be continued in full force and effect during the term of this Agreement, or until completion of the Work or Services provided for in this Agreement, whichever is later. In the event of termination of the policy during this period, new coverage shall immediately be obtained to ensure coverage during the entire course of performing the Work or Services under the terms of this Agreement.

5.3 Acceptability of Insurers. Insurance required by this section shall be issued by a licensed company authorized to transact business in the state by the Department of Insurance for the State of California with a current rating of A-:VII or better (if an admitted carrier), or a current rating of A:X or better (if offered by a non-admitted insurer listed on the State of California List of Approved Surplus Lines Insurers (LASLI), by the latest edition of A.M. Best’s Key Rating Guide, except that the City will accept workers’ compensation insurance from the State Compensation Fund. In the event the City determines that the Work or Services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt

1836876.1
39 of written notice from the City. Consultant shall immediately substitute any insurer whose A.M.

Best rating drops below the levels specified herein.

5.4 Insurance Endorsements. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for written approval. Required insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:

A. The policy or policies of insurance required by this section for Commercial General Liability and Automobile Liability Insurance shall be endorsed to provide the following:

1. Additional Insured: The City, its officials, officers, employees, agents and volunteers, shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement; and

2. Additional Insured Endorsements: 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; and, the coverage shall contain no special limitations on the scope of protection afforded to additional insureds.

3. Notice: The policy or policies of insurance required by this section for Commercial General Liability and Automobile Liability Insurance shall be endorsed to state that coverage shall not be suspended, voided, cancelled, or modified, or reduced in coverage or in limits, except after thirty (30) days prior written notice by First Class U.S. Mail, postage-prepaid, has been provided to the City. Notwithstanding the foregoing, if coverage is to be suspended, voided, or cancelled because of Consultant’s failure to pay the insurance premium, the notice provided to City shall be by ten (10) days prior written notice.

B. For all policies of Commercial General Liability Insurance, Consultant shall provide endorsements for ongoing operations and completed operations to effectuate this requirement.

5.5 Deductibles and Self-Insured Retentions. Any deductible or self-insured retention must be approved in writing by the City in advance and shall protect the City, its officials, officers, employees, agents and volunteers, 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.

5.6 Primary and Non-Contributing Insurance. All policies of Commercial General Liability Insurance and Automobile Liability Insurance shall be primary and any other insurance, deductible, or self-insurance maintained by the City, its officials, officers, employees, agents or volunteers, shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.

1836876.1
40 5.7 Waiver of Subrogation. All policies of Commercial General Liability and Automobile Liability Insurance shall contain or be endorsed to waive subrogation against the City, its officials, officers, employees, agents and volunteers, or shall specifically allow Consultant or others providing insurance evidence in compliance with the requirements set forth in this section to waive their right to recovery prior to a loss. Consultant hereby agrees to waive its own right of recovery against the City, its officials, officers, employees, agents and volunteers, and Consultant hereby agrees to require similar written express waivers and insurance clauses from each of its subconsultants or subcontractors.

5.8 Evidence of Coverage. Concurrently with the execution of the Agreement, Consultant shall deliver certificates of insurance together with original endorsements affecting each of the insurance policies required by this section. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for written approval. The certificates of insurance and original 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 and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written 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. Consultant shall promptly furnish, at City’s request, copies of actual policies including all declaration pages, endorsements, exclusions and any other policy documents City requires to verify coverage.

5.9 Requirements Not Limiting. Requirement of specific coverage or minimum limits contained in this section are not intended as a limitation on coverage, limits, or other requirements, or a waiver of any coverage normally provided by any insurance. Nothing in this section shall be construed as limiting in any way the indemnification provision contained in this Agreement, or the extent to which Consultant may be held responsible for payments of damages to persons or property.

5.10 Enforcement of Agreement (Non-Estoppel). Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of any noncompliance with any of the insurance requirements set forth in this section imposes no additional obligation on the City nor does it waive any rights hereunder.

5.11 Insurance for Subconsultants. Consultant shall either: (1) include all subconsultants or subcontractors engaged in any Work or Services for Consultant relating to this Agreement as additional named insureds under the Consultant’s insurance policies, or (2) Consultant shall be responsible for causing its subconsultants or subcontractors to procure and maintain the appropriate insurance in compliance with the terms of the insurance requirements set forth in this section, including adding the City, its officials, officers, employees, agents and volunteers, as additional insureds to their respective policies. All policies of Commercial General Liability Insurance provided by Consultant’s subconsultants or subcontractors performing any Work or Services related to this Agreement shall be endorsed to name the City, its officials,

1836876.1
41 officers, employees, agents and volunteers, as additional insureds. Consultant shall not allow any subconsultant or subcontractor to commence any Work or Services relating to this Agreement unless and until it has provided evidence satisfactory to City that the subconsultant or subcontractor has secured all insurance required under this section.

5.12 Other Insurance Requirements. The following terms and conditions shall apply to the insurance policies required of Consultant pursuant to this Agreement:

A. Consultant shall provide immediate written notice to City if (1) any of the insurance policies required herein are terminated, cancelled or suspended, (2) the limits of any of the insurance coverages required herein are reduced, or (3) the deductible or self-insured retention is increased.

B. All insurance coverage and limits provided by Consultant and available or applicable to this Agreement are intended to apply to each insured, including additional insureds, against whom a claim is made or suit is brought to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations shall limit the application of such insurance coverage.

C. None of the insurance coverages required herein will be in compliance with the requirements of this section if they include any limiting endorsement which substantially impairs the coverages set forth herein (e.g., elimination of contractual liability or reduction of discovery period), unless the endorsement has first been submitted to the City and approved in writing.

D. Certificates of insurance will not be accepted in lieu of required endorsements, and submittal of certificates without required endorsements may delay commencement of the Project. It is Consultant’s obligation to ensure timely compliance with all insurance submittal requirements as provided herein.

E. Consultant agrees to ensure that subconsultants and subcontractors, if any, and any other parties involved with the Project who are brought onto or involved in the Project by Consultant, provide the same minimum insurance coverage required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subcontractors and others engaged in the Project will be submitted to the City for review.

F. Consultant agrees to provide immediate written notice to City of any claim, demand or loss against Consultant arising out of the Work or Services performed under this Agreement and for any other claim, demand or loss which may reduce the insurance available to pay claims, demands or losses arising out of this Agreement.

6. INDEMNIFICATION
To the fullest extent permitted by law, Consultant shall defend (at Consultant’s sole cost

1836876.1
42 and expense with legal counsel reasonably acceptable to City), indemnify and hold the City, its elected and appointed officials, officers, employees, agents and volunteers, free and harmless from any and all claims, demands, orders, causes of action, costs, expenses, liabilities, losses, penalties, judgments, arbitration awards, settlements, damages or injuries of any kind, in law or in equity, including but not limited to property or persons, including wrongful death, (collectively “Claims”) in any manner arising out of, pertaining to, related to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officers, directors, employees, subcontractors, consultants or agents, in connection with Consultant’s performance under this Agreement, including without limitation the payment of all consequential damages, expert witness fees and attorneys’ fees and other related costs and expenses. Notwithstanding the foregoing, to the extent that the Work or Services performed by Consultant are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Under no circumstances shall the insurance requirements and limits set forth in this Agreement be construed to limit Consultant’s indemnification obligation or other liability hereunder. Notwithstanding the foregoing, such obligation to defend, hold harmless, and indemnify the City, its elected and appointed officials, officers, employees, agents, and volunteers, shall not apply to such claims or liabilities arising from the sole or active negligence or willful misconduct of City.

7. REPORTS AND RECORDS

7.1 Accounting Records. Consultant shall keep complete, accurate, and detailed accounts of all time, costs, expenses, and expenditures pertaining in any way to this Agreement.

Consultant shall keep such books and records as shall be necessary to properly perform the Services required by this Agreement and to enable the Contract Officer to evaluate the performance of such Services. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit, and make records and transcripts from such records.

7.2 Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the Services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of the Work and Services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the Work or Services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of such fact, circumstance, technique, or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed.

7.3 Ownership of Documents. All drawings, specifications, reports, records, documents, memoranda, correspondence, computations, and other materials prepared by Consultant, its employees, subconsultants, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be promptly delivered to City upon request of

1836876.1
43 the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership of the documents and materials hereunder. Consultant may retain copies of such documents for its own use. Consultant shall have an unrestricted right to use the concepts embodied therein. Consultant shall ensure that all of its subconsultants and subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom.

7.4 Release of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant in the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer. All information gained by Consultant in the performance of this Agreement shall be considered confidential and shall not be released by Consultant without City’s prior written authorization.

7.5 Audit and Inspection of Records. After receipt of reasonable notice and during the regular business hours of City, Consultant shall provide City, or other agents of City, such access to Consultant’s books, records, payroll documents, and facilities as City deems necessary to examine, copy, audit, and inspect all accounting books, records, work data, documents, and activities directly related to Consultant’s performance under this Agreement. Consultant shall maintain such books, records, data, and documents in accordance with generally accepted accounting principles and shall clearly identify and make such items readily accessible to such parties during the term of this Agreement and for a period of three (3) years from the date of final payment by City hereunder.

8. ENFORCEMENT OF AGREEMENT

8.1 California Law and Venue. This Agreement shall be construed and interpreted both as to validity and as to performance of the Parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Orange, State of California, or any other appropriate court in such County, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action.

8.2 Interpretation. This Agreement shall be construed as a whole according to its fair language and common meaning to achieve the objectives and purposes of the Parties. The terms of this Agreement are contractual and the result of negotiation between the Parties. Accordingly, any rule of construction of contracts (including, without limitation, California Civil Code Section 1654) that ambiguities are to be construed against the drafting party, shall not be employed in the interpretation of this Agreement. The caption headings of the various sections and paragraphs of this Agreement are for convenience and identification purposes only and shall not be deemed to limit, expand, or define the contents of the respective sections or paragraphs.

8.3 Termination. City may terminate this Agreement for any reason, with or without cause, upon giving Consultant thirty (30) days written notice. Upon such notice, City shall pay Consultant for Services performed through the date of termination. Upon receipt of such notice,

1836876.1
44 Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. Thereafter, Consultant shall have no further claims against the City under this Agreement. Upon termination of the Agreement pursuant to this section, Consultant shall submit to the City an invoice for work and services performed prior to the date of termination. In addition, Consultant reserves the right to terminate this Agreement at any time upon sixty (60) days written notice to the City, except that where termination is due to material default by the City, the period of notice may be such shorter time as the Consultant may determine.

8.4 Default of Consultant.

A. Consultant’s failure to comply with any provision of this Agreement shall constitute a default.

B. If the City Manager, or City Manager’s designee, determines that Consultant is in default in the performance of any of the terms or conditions of this Agreement, he/she shall notify Consultant in writing of such default. Consultant shall have ten (10) days, or such longer period as City may designate, to cure the default by rendering satisfactory performance. In the event Consultant fails to cure its default within such period of time, City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice of any remedy to which City may be entitled at law, in equity, or under this Agreement. Consultant shall be liable for any and all reasonable costs incurred by City as a result of such default. Compliance with the provisions of this section shall not constitute a waiver of any City right to take legal action in the event that the dispute is not cured, provided that nothing herein shall limit City’s right to terminate this Agreement without cause pursuant to Section 8.3.

C. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 8.4(B), take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the Services required hereunder exceeds the Maximum Contract Amount (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated. The withholding or failure to withhold payments to Consultant shall not limit Consultant’s liability for completion of the Services as provided herein.

8.5 Waiver. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought. Any waiver by the Parties of any default or breach of any covenant, condition, or term contained in this Agreement, shall not be construed to be a waiver of any subsequent or other default or breach, nor shall failure by the Parties to require exact, full, and complete compliance with any of the covenants, conditions, or terms contained in this Agreement be construed as changing the terms of this Agreement in any manner or preventing the Parties from enforcing the full provisions hereof.

1836876.1
45 8.6 Rights and Remedies Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the Parties are cumulative and the exercise by either Party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other Party.

8.7 Legal Action. In addition to any other rights or remedies, either Party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement.

8.8 Attorneys’ Fees. In the event any dispute between the Parties with respect to this Agreement results in litigation or any non-judicial proceeding, the prevailing Party shall be entitled, in addition to such other relief as may be granted, to recover from the non-prevailing Party all reasonable costs and expenses, including but not limited to reasonable attorneys’ fees, expert witness fees, court costs and all fees, costs, and expenses incurred in any appeal or in collection of any judgment entered in such proceeding. To the extent authorized by law, in the event of a dismissal by the plaintiff or petitioner of the litigation or non-judicial proceeding within thirty (30) days of the date set for trial or hearing, the other Party shall be deemed to be the prevailing Party in such litigation or proceeding.

9. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

9.1 Non-liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Consultant, or any successor-in-interest, in the event of any default or breach by the City or for any amount which may become due to the Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

9.2 Conflict of Interest. No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which effects his or her financial interest or the financial interest of any corporation, partnership, or association in which they are, directly or indirectly, interested in violation of any state statute or regulation. Consultant represents and warrants that it has not paid or given and will not pay or give any third party any money or other consideration in exchange for obtaining this Agreement.

9.3 Covenant Against Discrimination. In connection with its performance under this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, disability, medical condition, religion, color, sex, sexual orientation, age, marital status, ancestry, or national origin. Consultant shall ensure that applicants are employed, and that employees are treated during their employment, without regard to their race, disability, medical condition, religion, color, sex, sexual orientation, age, marital status, ancestry, or national origin.

Such actions shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship.

1836876.1
46 10. MISCELLANEOUS PROVISIONS

10.1 Patent and Copyright Infringement.

A. To the fullest extent permitted by law, and in lieu of any other warranty by City or Consultant against patent or copyright infringement, statutory or otherwise, it is agreed that Consultant shall defend at its expense any claim or suit against City on account of any allegation that any item furnished under this Agreement, or the normal use or sale thereof arising out of the performance of this Agreement, infringes upon any presently existing U.S. letters patent or copyright and Consultant shall pay all costs and damages finally awarded in any such suit or claim, provided that Consultant is promptly notified in writing of the suit or claim and given authority, information and assistance at Consultant’s expense for the defense of same, and provided such suit or claim arises out of, pertains to, or is related to the alleged negligence, recklessness or willful misconduct of Consultant. However, Consultant will not indemnify City if the suit or claim results from: (1) City's alteration of a deliverable, such that City’s alteration of such deliverable created the infringement upon any presently existing U.S. letters patent or copyright; or (2) the use of a deliverable in combination with other material not provided by Consultant when it is such use in combination which infringes upon an existing U.S. letters patent or copyright.

B. Consultant shall have sole control of the defense of any such claim or suit and all negotiations for settlement thereof, Consultant shall not be obligated to indemnify City under any settlement made without Consultant’s consent or in the event City fails to cooperate in the defense of any suit or claim, provided, however, that such defense shall be at Consultant’s expense. If the use or sale of such item is enjoined as a result of the suit or claim, Consultant, at no expense to City, shall obtain for City the right to use and sell the item, or shall substitute an equivalent item acceptable to City and extend this patent and copyright indemnity thereto.

10.2 Notices. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered, sent by registered or certified mail, postage prepaid, return receipt requested, or delivered or sent by facsimile with attached evidence of completed transmission, and shall be deemed received upon the earlier of (i) the date of delivery to the address of the person to receive such notice if delivered personally or by messenger or overnight courier; (ii) five (5) business days after the date of posting by the United States Post Office if by mail; or (iii) when sent if given by facsimile. Notices or other communications shall be addressed as follows:

To City: City of Laguna Hills
Attention: City Manager
24035 El Toro Road
Laguna Hills, California 92653
Telephone: (949) 707-2600
To Consultant: Firm Name
Attention: Contact Name, Title
Street Address:

City, State, Zip Code
Telephone:

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47 Email:

10.3 Entire Agreement. This Agreement constitutes the entire agreement between the Parties and supersedes all prior negotiations, arrangements, agreements, representations, and understandings, if any, made by or among the Parties with respect to the subject matter hereof. No amendments or other modifications of this Agreement shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.

10.4 Severability. Whenever possible, each provision of this Agreement shall be interpreted in such a manner as to be effective and valid under applicable law, but if any provision of this Agreement shall be determined to be invalid by a final judgment or decree of a court of competent jurisdiction, such provision shall be ineffective only to the extent of such prohibition or invalidity, without invalidating the reminder of that provision, or the remaining provisions of this Agreement unless the invalid provision is so material that its invalidity deprives either Party of the basic benefit of their bargain or renders this Agreement meaningless.

10.5 Successors in Interest. This Agreement shall be binding upon and inure to the benefit of the Parties’ successors and assignees.

10.6 Third Party Beneficiary. Nothing contained in this Agreement is intended to confer, nor shall this Agreement be construed as conferring, any rights, including, without limitation, any rights as a third-party beneficiary or otherwise, upon any entity or person not a party hereto.

10.7 Recitals. The above-referenced Recitals are hereby incorporated into the Agreement as though fully set forth herein and each Party acknowledges and agrees that such Party is bound, for purposes of this Agreement, by the same.

10.8. Corporate Authority. Each of the undersigned represents and warrants that (i) the Party for which he/she is executing this Agreement is duly authorized and existing, (ii) he/she is duly authorized to execute and deliver this Agreement on behalf of the Party for which he/she is signing, (iii) by so executing this Agreement, the Party for which he/she is signing is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which the Party for which he/she is signing is bound.

10.9 Prevailing Wages. The City has determined that the Work and Services under this Agreement requires work of labor categories which are subject to Prevailing Wage Laws identified in the State of California Labor Code. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects.

Consultant agrees to fully comply with all applicable federal and state labor laws (including, without limitation, the Prevailing Wage Laws). It is agreed by the Parties that, in connection with the Work or Services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-payment of prevailing wages under California law, and Consultant hereby agrees

1836876.1
48 to defend, indemnify, and hold the City, its elected officials, officers, employees, and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement.

Consultant understands and agrees to comply with the following California Labor Code compliance conditions [Labor Code Sections 1720 et seq., 1813, 1860, 1861, 3700]:

10.9.1. This Agreement is subject to the provisions of Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code relating to public works and the awarding public agency (“City”) and Contractor agree to be bound by all the provisions thereof as though set forth in full herein.

10.9.2. Consultant shall be registered with the Department of Industrial Relations (“DIR”) in accordance with California Labor Code Section 1725.5 and has provided proof of registration to City prior to the Effective Date of this Agreement.

10.9.3. Consultant agrees to comply with the provisions of California Labor Code Sections 1771, 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. The applicable prevailing wage determination(s) may be obtained at
(http://www.dir.ca.qov/OPRUDPreWaqeDetermination.htm), are on file with City, and are available to any interested party upon request. A copy of said rates shall be posted at each job site during the Term of this Agreement.

10.9.4. Pursuant to California Labor Code Section 1771.4, Consultant’s services are subject to compliance monitoring and enforcement by the Department of Industrial Relations. Contractor shall post job site notices as prescribed by DIR regulations and furnish the records specified in California Labor Code Section 1776 directly to the Labor Commissioner in the manner prescribed by California Labor Code Section 1771.4(a)(3) and (c)(2).

10.9.5. Consultant shall comply with the provisions of California Labor Code Section 1776 which, among other things, require Contractor and each subcontractor to (1) keep accurate payroll records, (2) certify and make such payroll records available for inspection as provided by Section 1776, and (3) inform the City of the location of the records. The Contractor is responsible for compliance with Section 1776 by itself and all of its subcontractors.

10.9.6. Consultant shall comply with the provisions of California Labor Code Section 1777.5 concerning the employment of apprentices on public works projects, and further agrees that Consultant is responsible for compliance with Section 1777.5 by itself and all of its subcontractors.

10.9.7. Eight (8) hours of labor shall constitute a legal day’s work for all workmen employed in the execution of this Agreement, and the Consultant and any subcontractor shall comply with and be governed by the laws of the State of California having to do with working hours set forth in Division 2, Part 7, Chapter 1, Article 3 of the California Labor

1836876.1
49 Code. Consultant shall comply with the provisions of California Labor Code Section 1813 concerning penalties for workers who work excess hours. Consultant shall, as a penalty to the City, forfeit twenty-five dollars ($25) for each worker employed in the execution of this Agreement by the Consultant or by any subcontractor for each calendar day during which such worker is required or permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the California Labor Code. (See, e.g., Cal.

Labor Code §1815.)

10.9.8. Pursuant to California Labor Code Sections 1860 and 3700, Consultant will be required to secure the payment of compensation to its employees. By signing this Agreement, Consultant hereby certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this Agreement.”

10.9.9. Pursuant to California Labor Code Section 1771.1, Consultant and any subcontractor shall not be qualified to bid on, be listed in a bid proposal, subject to the requirements of Section 4104 of the California Public Contract Code, or engage in the performance of any contract for public work on a public works project unless registered with the DIR and qualified to perform public work pursuant to California Labor Code Section 1725.2. It is not a violation of California Labor Code Section 1771.1 for an unregistered contractor to submit a bid that is authorized by California Business and Professions Code Section 7029.1 or by California Public Contract Code Section 10164 or 20103.5, provided the contractor is registered to perform public work pursuant to Section 1725.5 at the time the contract is awarded. Consultant shall not perform any work under this Agreement with any subcontractor who is ineligible to perform work on the public works project pursuant to Section 1777.1 or 1777.7 of the California Labor Code.

10.10 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
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50 IN WITNESS WHEREOF, the Parties have executed and entered into this Agreement as of the date first written above.
“CITY”
City of Laguna Hills,
a California municipal corporation
,
City Manager
ATTEST:
(SEAL)
, City Clerk
APPROVED AS TO FORM:
,
City Attorney
“CONSULTANT”
By:
,
President

By:
,
Secretary

51 EXHIBIT “A”
CONSULTANT’S PROPOSAL/ SCOPE OF WORK
FOR

PROJECT NAME
DATED: ___________, 2025

SCOPE OF SERVICES FOR PROJECT

INCLUDING,

SCHEDULE OF PERFORMANCE
AND

SCHEDULE OF COMPENSATION/ FEES

52 EXHIBIT “B”
CITY’S REQUEST FOR PROPOSALS (RFP)

PROJECT NAME
DATED: ___________, 2025

City of Laguna Hills

REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM FOR

AVENIDA DE LA CARLOTA CORRIDOR PROJECT
53 1836876.1
ATTACHMENT 5

CTFP PROJECT P GRANT APPLICATION

CITY OF LAGUNA HILLS
24035 El Toro Road •Laguna Hills, California 92653 • (949) 707-2600 • FAX (949) 707-2633 Website: www.LagunaHillsCA.gov
October 22, 2024
Stephanie Mooney
Orange County Transportation Authority
550 South Main Street
P.O. Box 14184
Orange, California 92863-1584
Subject: 2025 CTFP Call for Projects – Regional Traffic Signal Synchronization Program (Project P) City of Laguna Hills – Avenida de la Carlota Corridor
Dear Ms. Mooney,
The City of Laguna Hills is pleased to submit our application for the Avenida de la Carlota Corridor for review and consideration under the 2025 CTFP Call for Projects. This project seeks funding for equipment upgrades and the installation of a new fiber optic communication system, along with two years of maintenance, for eight signalized intersections along the 2.18-mile arterial route. The project is scheduled to commence in Fiscal Year (FY) 2025/26. The project scope includes the City’s participation in the Countywide Baseline Study for collection of data and development of timing strategies relating to seven of the eligible City signals.

We appreciate the opportunity to participate in this process and look forward to continuing success in the call for projects. Should you or your staff have any questions or require additional information, please feel free to contact me by email at [email protected] or by phone at (949) 707-2655.

Sincerely,
Joe Ames, P.E., T.E.

Public Works Director / City Engineer
Enclosures

2.2 8
Laguna Hills
Applicant Agency: City of
Contact Name:

Contact Number:

Contact Email:

Application Deadline
Project Overview
Total Match:
$749,995.02
$599,996.02
$149,999.00
Length of Corridor (mi):

Number of signals:

Total Project Cost:

M2 funds requested:

FY 2025 Call for Projects
Regional Traffic Signal Synchronization Program
Project P
Supplemental Application
10/24/2024
Avenida de la Carlota Corridor
Laguna Hills
Joe Ames
949-707-2655
[email protected]
Cash Match:

In-kind Match:

Participating Agencies:
$149,999.00
$0.00

Project P Supplemental Application Checklist Page
RTSSP Online Application – submitted through OCFundTracker a.    Transportation Significance
b.    Economic Effectiveness
c.    Project Characteristics
d.    Project Scale
e.    Number of Jurisdictions
f.     Current Project Status
g.   Funding Match
h.    Cabinet photos, equipment specifications, as-built drawings, cabinet drawings, etc. Online only Section 1: Key Technical Information
a.     Name of Project Corridor/Grid/Route 1
b.     Project Limits 1
c.     Project Length 1
d.     Number of Signalized Intersections Along Corridor 1 e.   Participating Agencies/Traffic Forum Members 1
f.    Lead Agency 1
g.   Designation of the corridor to synchronize 1
h.   Project Start and End Date 1
i.    Previous funding 1
j.    Contact Information 1
k.   Signalized intersections that are part of the project 2 l.    Offset signalized intersections that are part of the project n/a m.     Project Map Depicting the Project Limits 3
Section 2: Regional Significance 4
Section 3: Acknowledgement of Required Tasks 5
Section 4: Funding Needs/Costs for Proposed Project by Task a.     Summary of Project Cost 8
b.     Summary of Cost by Agency 9
c.     Summary of Intersection Improvement Costs 10
Section 5: Detailed Local Match Commitment 11
Section 6: Project Schedule by Task
a.     Project Start and End Dates 12
b.     Project Schedule by Task 12
Appendices
A.     Calculations and Estimated Points 13
B.     Agency Improvement Calculations 15
C.     Vehicle Miles Traveled (VMT) 19
D.     Agency Resolutions and Letters of Support 21
E.     Additional Information (Optional) 24
Online
Project P Regional Traffic Signal Synchronization Program Table of Contents
i

SECTION 1: KEY TECHNICAL INFORMATION Avenida de la Carlota Corridor a. Project
b.
from to
c. Project Length (miles ):
d. Number of signalized intersections along the corridor (include all Caltrans intersections):
number of signals on project corridor(s) number of offset signals included in this project e. Participating agencies / Traffic Forum Members (including applicant agency ):
f. Lead Agency
h. Project End Date:
all applicant agencies and project signals are participating in the Countywide Baseline Project j. Contact Information (Include name, title, agency, phone, email, and address) Laguna Hills
Project Start Date: January 1, 2026 December 31, 2028
Timing at least 75% of new eligible project
Yes,
Joe Ames, P.E., T.E.

Public Works Director/City Engineer
City of Laguna Hills
24035 El Toro Road
Laguna Hills, CA 92653
949-707-2655
Corridor
Avenida de la Carlota Corridor

2.18 Project Limits:
8 0
Lake Forest Drive Los Alisos Boulevard
Anaheim
Buena Park
Caltrans
Costa Mesa
Cypress
Dana Point
Fountain Valley
Fullerton
Garden Grove
Huntington Beach
La Habra
La Palma
Laguna Beach
Laguna Hills
Mission Viejo
Orange
Placentia
Rancho Santa Margarita
San Clemente
Santa Ana
Seal Beach
Stanton
Tustin
Villa Park
Westminster
County of Orange Irvine Lake Forest
San Juan Capistrano
Yorba Linda
Aliso Viejo
Brea
Laguna Niguel
Laguna Woods
Los Alamitos
Newport Beach
g. Is this project on either the Signal Synchronization Network or Master Plan of Arterial Highways? i. Project Status and Baseline Participation
Yes No
1

SECTION 1: KEY TECHNICAL INFORMATION Avenida de la Carlota Corridor k. Signalized intersections that are part of the project:

Main Corridor Cross Street
1 Avenida de Carlota/I-5 Ramp* Lake Forest Drive Legend 2 Avenida de Carlota Ridge Route Drive Laguna Hills
3 Avenida de Carlota Via Puerta * Caltrans
4 Avenida de Carlota Paseo de Valencia/I-5 Ramp
5 Avenida de Carlota El Toro Road
6 Avenida de Carlota Plaza Lane
7 Avenida de Carlota Oak Brook Village
8 Avenida de Carlota Los Alisos Boulevard
2

SECTION 1: KEY TECHNICAL INFORMATION Avenida de la Carlota Corridor m. Project Map Depicting the Project Limits and Offset Signals 3

SECTION 2: REGIONAL SIGNIFICANCE
Avenida de la Carlota Corridor
Explain why this project is regionally significant:

Regional Significance of the Avenida de la Carlota Corridor Project The Avenida de la Carlota Corridor in the City of Laguna Hills plays a vital role in enhancing traffic management and supporting regional mobility through the efficient connection of local destinations with Interstate 5 (I-5). This

2.18-mile secondary arterial, which features two travel lanes in each direction, single left turn lanes, and a painted median, includes 8 signalized intersections and serves a daily traffic volume of 9,000 to 14,000 vehicles. As a closely located I-5 parallel roadway, Avenida de la Carlota provides direct access to two I-5 freeway ramps, with a logical connection to a third ramp access on El Toro Road, making it instrumental in managing vehicles entering and exiting the freeway while serving as a key link between local destinations, including retail, business parks, hotels, residential, and the Laguna Hills Civic Center.

The project meets the eligibility criteria for the Regional Traffic Signal Synchronization Program (RTSSP) as a street segment that is part of the signal synchronization network and also covering the full length of the Master Plan of Arterial Highway (MPAH) corridor. Signal synchronization improvements will directly support the goals of ensuring smoother traffic flow, reducing travel times, and lowering vehicle emissions by minimizing idling at intersections. These improvements will contribute to overall sustainability efforts and enhance the quality of life for local residents and commuters.

Avenida de la Carlota offers critical local and regional connectivity and can serve as a strategic alternative route for I-5 overflow during peak traffic periods. The corridor’s connections to key arterials, such as Lake Forest Drive, El Toro Road, and Los Alisos Boulevard, also provides valuable linkages to adjacent communities, including Lake Forest and Mission Viejo, making it an important route for commuters and regional traffic. The synchronization of signals along this corridor is essential for minimizing backups at the freeway ramps and ensuring efficient traffic transitions between I-5 and the local street network.

The importance of the Avenida de la Carlota Corridor is further amplified by its role in supporting emergency services. The corridor offers an alternate route for Orange County Fire Station No. 22, one of the busiest fire stations in the region. The existing corridor includes Emergency Vehicle Pre-emtion (EVP) devices, however optimizing signal timing along this corridor will minimize congestion delays and enable rapid response times for emergency vehicles, enhancing public safety for the surrounding communities.

Additionally, the planned redevelopment of the Laguna Hills Mall into a mixed-use and multi-family development is expected to restore higher traffic volumes along Avenida de la Carlota. The installation of new controllers (4), CCTV (7), and a fiber optic communication network to the Traffic Management Center (TMC) with the implemention of signal synchronization will ensure the corridor is prepared to accommodate future growth while maintaining efficient traffic operations. The improvements will not only benefit commuters but will also support regional economic activity by providing better access to commercial centers, retail establishments, and civic facilities.

The Avenida de la Carlota Corridor project is a critical infrastructure improvement for the City of Laguna Hills. The project aligns with RTSSMP goals and will enhance regional mobility, reduce congestion, and support future growth. Its position within the signal synchronization network, along with its connectivity to key arterials and the I-5, ensures that it will continue to serve as an essential route for both local and regional traffic, supporting sustainable transportation and improved quality of life for the community. 4

SECTION 3: ACKNOWLEDGEMENT OF REQUIRED TASKS Avenida de la Carlota Corridor a. PROJECT TASKS
Primary Implementation (PI) Phase, lasting approximately one year shall include the following:

Task 1:

Task 2:

Task 3:

By checking this box, the Applicant Agency, on behalf of all the participating agencies, agree to the following tasks:

Project Management - PI Phase
Data Collection and Field Review
System Design and Construction
This task is ongoing throughout the duration of the PI Phase of the project. It includes day-to-day project management, such as meetings, progress reports, tracking of schedules, tracking of cost by agency, invoicing, and overall administration of the PROJECT.

The following list is a minimum of what is required of this task:
• A running record of project cost broken down by Participating Agency shall be part of this task.

This information will be used by the Lead Agency to bill Participating Agencies for their respective project match.
• A running record of all scope changes and/or any deviations from the final approved application.

This information will be used by the Lead Agency to request for Scope Changes at the Semi-Annual Review (SAR).

This task shall include collecting seven-day, 24-hour machine counts, including vehicle and bike classifications, along each 1-mile segment of the corridor(s). The project shall also produce weekday and weekend peak period intersection turning movement (ITM) counts at every signalized intersection, including pedestrian and bicycle counts. ITM counts shall be conducted for two hours of each weekday peak period (AM, mid-day, and PM) and a single four-hour Saturday mid-day peak period. All counts shall be summarized in Microsoft Excel format. All data shall adhere to the CTFP Guidelines for data compatibility.

Data collection also includes field review of before and after conditions. The floating car method shall be utilized with software and GPS for the ’Before’ Study to fine-tune the corridor operation and verify integrity of system intersection clocks. Synchronized Video shall be used to compare actual conditions to anticipated conditions dictated by the time-space diagram so that any anomalies may be corrected prior to the ’After’ studies task.

Field review conducted as part of this task will document the existing conditions for all signal timing, infrastructure, and system improvements on the project. This includes pre-construction pictures for comparison during the post-construction walkthrough, should there be any questions or discrepancies noted by any parties. Data Collection and Field Review Memos shall be provided to all participating agencies.

Check this box to indicate all agencies on this application will opt out of the data collection portion of Task 3 due to participation in the Countywide Baseline Project. A Before/After study is still required. A memorandum shall be submitted to indicate completion of this task.

The Lead Agency will hire a consultant(s), licensed contractor(s), and/or use city staff, or extension of staff, to design, procure, install, construct, and implement all desired components of the project as described in this application in accordance with the CTFP Guidelines.

All work and equipment supplied for the project shall comply and be done in accordance with the latest standards and provisions of each Participating Agency or latest approved California Department of Transportation (Caltrans) Standard Plans and Standard Specifications. 5

SECTION 3: ACKNOWLEDGEMENT OF REQUIRED TASKS Avenida de la Carlota Corridor Task 4:

Task 5: Final PI Report
Signal Timing Optimization and Implementation
Check this box to indicate all agencies on this application (excluding Caltrans) will opt out of the Signal Timing Optimization and Implementation task (Task 4) due to participation in the Countywide Baseline Project. The Final PI Report shall still include a section on timing optimization and implementation from the Baseline Project.Task 4 for Caltrans signals is the responsibility of the applicant.

As-built plans shall be provided to match the improvements. This task is not complete until all participating agencies approve the improvements implemented in their jurisdiction.

Synchronization will be inter-jurisdictional in nature. All existing traffic patterns, flows, and conditions will be taken into account. At a minimum, synchronized timing plans will be developed for a weekday AM, Mid-day, PM, and a Weekend peak period. Special generators such as schools and businesses along with cross street traffic will be considered as part of the project. Timing plans that will be developed will assist traffic in getting to its destination without regard to physical or jurisdictional boundaries.

The following list is a minimum of what is required of this task:
• A review of the basic timing parameters
• Concept of Operations documenting the recommended coordination strategies (e.g. segments, cycle lengths, etc.) based on existing data collection and simulations • Existing and Optimized simulation networks in Synchro (version 10) that is also shared with OCTA using the OCTA designated ID numbers
• Implementation and fine-tuning of proposed timing plans This task will not be complete until all participating agencies approve the new timing plans A Final PI Report, with an executive summary, shall provide complete documentation of the project, including, but not limited to:
• Project scope, objectives, locations, findings, and recommendations • Data collected: counts, travel time studies, and project benefits achieved in terms of fuel savings, travel time, and other measurable parameters
• For each intersection: lane configurations, signal phasing, turning movement data, and cycle lengths for existing and proposed timings for all peak periods • All work performed for system construction and signal timing optimization • Implementation schedule and improvements accomplished, including dates • Procedures for continuing maintenance, surveillance, and evaluation of the coordinated signal system
The report shall document all planned and programmed improvements on the study corridor as well as recommendations based on PI tasks for further infrastructure improvements that would likely improve the corridor signal coordination project results. The report shall be completed in accordance with the current CTFP Guidelines.

Finally, the report shall provide recommendations with cost and benefit estimates for future improvements to traffic signal infrastructure (signal controllers, vehicle detection, communications, etc.), intersection capacity (appropriate signal phasing, lane geometrics, and alleviation of physical bottlenecks that curtail arterial capacity), and traffic management strategies. These proposed improvements should be useful in determining future enhancements to the corridor.

A Project Summary Sheet, one sheet front and back, that describes the project and improvements gained shall be provided to OCTA. This sheet will be used by OCTA and Participating Agencies to present to the Board and elected officials.
6

SECTION 3: ACKNOWLEDGEMENT OF REQUIRED TASKS Avenida de la Carlota Corridor By checking this box, the following additional PI task(s) and/or exceptions will be made:

Task 6:

Task 7:

Task 8:

By checking this box, the following additional O&M task(s) and/or exceptions will be made:
b.
c. ACKNOWLEDGMENT OF MEETING CTFP GUIDELINES
<Insert Text>
By checking this box, the Applicant Agency, on behalf of all the participating agencies, certify that all current CTFP guidelines were met for this project.

By checking this box, the Applicant Agency, on behalf of all the participating agencies, agree to obtain environmental clearance and other permits (if needed) for this project

ENVIRONMENTAL CLEARANCE AND OTHER PERMITS
ONGOING OPERATIONS AND MAINTENANCE (O&M) PHASE, lasting approximately two (2) years, shall include the following:

Final O&M Report
Continuing Support
Project Management - O&M Phase
During this 24-month period, the signal timing along the corridor/route/grid shall be observed and finetuned. This task shall also include the monitoring, maintaining, and repair of detection and communication implemented as part of this project. Monthly drives shall be conducted along the length of the project during all designated corridor synchronization timing plan hours of operation in order to verify that the synchronization timing is working as designed and complete any necessary adjustments. This is followed by a monthly memorandum summarizing the status and trends of the corridor based on the runs conducted. Trip logs for the month shall be provided to the Participating Agencies. The memorandum shall include all additional tasks requested and completed during that month. Performance metrics comparisons from ATSPM, where available, shall also be included in the memorandum.

At the end of the O&M Phase, a Final O&M Report documenting the Ongoing Operations and Maintenance efforts and procedures for continuing maintenance shall be prepared. At the minimum, the memorandum shall include when travel runs were conducted and issues and solutions throughout the phase. The memorandum shall document all planned and programmed improvements on the study corridor as well as recommendations for further infrastructure improvements that would likely improve the corridor signal coordination project results.

The City requests a waiver for data collection, timing development, and timing implementation for seven of the eight intersections, based on its participation in the Countywide Baseline Study.

However, the Caltrans signal at Avenida de la Carlota/Lake Forest Drive is not eligible, so some funding is proposed in this applications to cover potential coordination with Caltrans. Additionally, the City of Laguna Hills is participating in the overlapping Lake Forest Drive corridor retiming and will review the proposed timing revisions in light of all related planned projects.

This task includes day-to-day project management, such as meetings, tracking of schedules, invoicing, and overall administration of the project. This task shall continue in full force as specified in the Primary Implementation Phase.
7

SECTION 4: FUNDING NEEDS / COSTS FOR PROPOSED PROJECT BY TASK Avenida de la Carlota Corridor
a. Summary of Project Cost
Match Commitment: 20% (minimum 20%)
Total Project Cost (PI and O&M for a total of 3 years):

Total M2 Request:

Total Agency Match:

Total Project Cost:

Total M2 Request for PI Phase:

Total Agency Match for PI Phase:

Total PI Cost:

Total M2 Request for O&M Phase:

Total Agency Match for O&M Phase:

Total O&M Cost:

Task 3: System Design and Construction
Task 2: Data Collection
Task 1: Project Management - PI Phase
Project Tasks Total Cost
$ 749,995.02
$ 4,800.00
$ 16,000.00
$ 3,680.00
$ 8,000.00
$ 4,000.00
$ 697,115.02
$ 2,000.00
$ 14,400.00
Total Project Cost:

Task 8: Final Technical Memorandum
Task 7: Continuing Support
Task 6: Project Management - O&M Phase
$ 4,896.00
$ 24,480.00
Task 5: Project Report
$ 599,996.02
Task 4: Signal Timing Optimization and Implementation
PI Total
$ 580,412.02
$ 145,103.00
Project Total
$ 149,999.00
$ 749,995.02
$ 725,515.02
O&M Total
$ 19,584.00
8

SECTION 4: FUNDING NEEDS / COSTS FOR PROPOSED PROJECT BY TASK Avenida de la Carlota Corridor
b. Summary of Cost by Agency
Agency Caltrans Offset Total
7 1 0 8
$ 14,400.00 1,800.00 $
$ 2,000.00 2,000.00 $
- 697,115.02 $
$ 4,000.00 4,000.00 $
$ 8,000.00 1,000.00 $
$ 3,680.00 460.00 $
$ 16,000.00 2,000.00 $
$ 4,800.00 600.00 $
PI
O&M
Cost / Int Total Cost
Laguna Hills
Number of Signals:

Task 5: Project Report
Project Tasks (Laguna Hills)
Task 1: Project Management - PI Phase
Task 2: Data Collection
Task 3: System Design and Construction
Task 4: Signal Timing Optimization and Implementation
Total Cost
$ 4,896.00
$ 145,103.00
$ 19,584.00
$ 580,412.02 $ 725,515.02
Task 8: Final Technical Memorandum
M2 Requested Match
$ 24,480.00
Task 6: Project Management - O&M Phase
Task 7: Continuing Support
9

SECTION 4: FUNDING NEEDS / COSTS FOR PROPOSED PROJECT BY TASK Avenida de la Carlota Corridor
c. Summary of Intersection Improvement Costs
Design Construction TOTAL
Average
Score
1 Laguna Hills Lake Forest Drive 5,490.00 $ 70,084.32 $ $ 75,574.32 23.3 2 Laguna Hills Ridge Route Drive 6,090.00 $ 74,970.32 $ $ 81,060.32 31.7 3 Laguna Hills Via Puerta 6,090.00 $ 74,970.32 $ $ 81,060.32 31.7 4 Laguna Hills Paseo de Valencia/I-5 Ramp 5,490.00 $ 67,584.32 $ $ 73,074.32 22.5 5 Laguna Hills El Toro Road 4,290.00 $ 52,812.32 $ $ 57,102.32 15.0 6 Laguna Hills Plaza Lane 6,090.00 $ 74,970.32 $ $ 81,060.32 31.7 7 Laguna Hills Oak Brook Village 6,090.00 $ 74,970.32 $ $ 81,060.32 31.7 8 Laguna Hills Los Alisos Boulevard 5,490.00 $ 67,584.32 $ $ 73,074.32 22.5 - Laguna Hills TMC Improvements 7,066.00 $ 86,982.46 $ $ 94,048.46 40.0 SIGNAL IMPROVEMENT TOTAL = $ 27.8 697,115.02
TASK 3 IMPROVEMENT TOTALS
LOC. AGENCY PROJECT CROSS STREETS
10

SECTION 5: DETAILED LOCAL MATCH COMMITMENT
Avenida de la Carlota Corridor

PI OMM PI OMM PI OMM
$145,103.00 $4,896.00 $0.00 $0.00 $145,103.00 $4,896.00 $145,103.00 $4,896.00 $0.00 $0.00 $145,103.00 $4,896.00 A. Cash Match
Agency Funding Source Amount of Cash
Contribution
Laguna Hills Other $149,999.00
$149,999.00
B. In-Kind Services
i. Specific Improvements (List items and Cost):

Agency Expenditure
Select a City
$0.00
ii. Staffing Commitment:

Agency Staff Position No. of Hours Fully Burdened
Hourly Rate Total*
$0.00
$0.00
$0.00
$0.00
$0.00
Description
$0.00 $149,999.00
TOTAL CASH MATCH:

TOTAL MATCH
$149,999.00
Type of Service to Project
Total Specific Improvements (i):
*Total amount is the required participation by the identified agency. The number of hours and hourly rate will be based on each agency’s actual fully burdened billing rates, which must collectively equal the same value of the assigned “Total” dollars. Each agency will be responsible for keeping detailed records of hours worked and description of work. An accounting record of personnel, hours at fully burdened rate shall be included with the in-kind report submittals. Records will be subject to auditing. In-kind match can be converted to Cash Match, but Cash Match cannot be converted to in-kind match.

Total for City of Select a City:

TOTAL IN-KIND MATCH* (i + ii):

Total Staffing Commitment (ii):
$0.00
PART 1: AGENCY TOTAL MATCH SUMMARY
PART 2: MATCH BREAKDOWN (CASH vs IN-KIND SERVICES)
Agency CASH
Laguna Hills
$149,999.00

TOTAL MATCH
$149,999.00

IN-KIND
Select a City
11

SECTION 6: PROJECT SCHEDULE BY TASK
Avenida de la Carlota Corridor
a. Projected Start and End Dates:

January 1, 2026
December 31, 2028
b. Projected Schedule by Task
Starting Date Ending Date
January 1, 2026 December 31, 2028
January 1, 2026 December 31, 2028
January 1, 2026 December 31, 2026
January 1, 2026 December 31, 2028
January 1, 2026 December 31, 2026
January 1, 2027 December 31, 2028
January 1, 2027 December 31, 2028
October 1, 2028 December 31, 2028
Project start date:

Project end date:

Task 8: Final Technical Memorandum
Task
Task 1: Project Management - PI Phase
Task 2: Data Collection
Task 3: System Design and Construction
Task 4: Signal Timing Optimization and Implementation
Task 5: Project Report
Task 6: Project Management - O&M Phase
Task 7: Continuing Support
12

Avenida de la Carlota Corridor

CALCULATIONS AND ESTIMATED POINTS
Appendix A
13

Avenida de la Carlota Corridor
Estimated
Points
Yes,
0 / 0 =
= 10
= 1
/ =
=
8 = 0
8 / 8 =
= 10
1 = 5
/ =
37 APPENDIX A: CALCULATIONS AND ESTIMATED POINTS
Total Estimated Points:

Calculation for Total Project Cost / VMT =
Participating Jurisdiction(s)
# of signals along entire length of corridor(s):
# of signals being synched / total # of corridor signals:

5.   Number of Jurisdictions: (15 points)

6.   Current Project Status (5 points)

4.   Project Scale: (20 points)
$749,995
100.0%
$749,995.02
0 $149,999.00 20.00%

7.   Funding Match: (5 points)
11 0
5 1.    Transportation Significance (25 points)
Inclusion of offset signals on MPAH w/in 2,700'
Vehicle Miles Traveled (VMT): 25,088
10 1
10 Average project improvement score 27.8
all agencies are participating in the Countywide Baseline Project Timing at least 75% of new eligible project
Criteria (Max Points)
# of offset signals on project / total # of offset signals: 100.0%

2. Economic Effectiveness (Cost to Benefit Ratio): (10 points)

3.    Project Characteristics: (20 points)
25,088 29.89
14

Avenida de la Carlota Corridor
Appendix B

AGENCY IMPROVEMENT CALCULATIONS
15

TABLE I: AGENCY IMPROVEMENT PREFERENCES
Laguna Hills Laguna Hills Laguna Hills
2 Fiber Optic underground $42,902 $4,290
Install 3" conduits
with Pull boxes, Remove Existing
twisted wire pairs (TWP), Install Single
Mode Fiber Optic Cable, Ethernet
Switch, Fiber Patch Panel, and Splice
Enclosure
4 ATC signal controller $6,000 $600 Econolite Cobalt with EOS Software 10 CCTV $12,000 $1,200 Bosch MIC 7100i
Pan-Tilt-Zoom Starlight
27 Central System (server, licenses, workstations) $70,660 $7,066 Install 1 each 1Gb Traffic
Management Center switch, Install new
conduit to City Hall, and installl Single
Mode Fiber Optic Cable fiber/splice to
patch panel
Caltrans 34 Caltrans Cooperative Agreement $2,500

UNIT PRICE
(MATERIAL + LABOR)

APPLICABLE

DESIGN COST

VENDOR/BRAND & ADDITIONAL
NOTES

ID ITEM DESCRIPTION

TMC/TOC

CATEGORIES
Comm
Field
Elements
Yes No
16 APPENDIX B: AGENCY IMPROVEMENT CALCULATIONS Avenida de la Carlota Corridor

APPENDIX B: AGENCY IMPROVEMENT CALCULATIONS Avenida de la Carlota Corridor TABLE II: DESCRIPTION OF WORK BY INTERSECTION Fiber Optic underground ATC signal controller CCTV Central System (server, licenses, workstations) Caltrans Cooperative Agreement Construction Management
& Inspection Contingency
2 4 10 27 34 10% 10%
1 Laguna Hills Lake Forest Drive 1 1 1 $ 5,490.00 $ 54,902.00 $ 6,039.20 $ 6,643.12 $ 2,500.00 $ 75,574.32 This is a Caltrans I-5 ramp signal w/ 2070 Controller. City has access 2 Laguna Hills Ridge Route Drive 1 1 1 $ 6,090.00 $ 60,902.00 $ 6,699.20 $ 7,369.12 $ - $ 81,060.32 Existing Econolite ASC2 - Provide new ATC, CCTV, and fiber network 3 Laguna Hills Via Puerta 1 1 1 $ 6,090.00 $ 60,902.00 $ 6,699.20 $ 7,369.12 $ - $ 81,060.32 Existing Econolite ASC2 - Provide new ATC, CCTV, and fiber network 4 Laguna Hills Paseo de Valencia/I-5 Ramp 1 1 $ 5,490.00 $ 54,902.00 $ 6,039.20 $ 6,643.12 $ - $ 73,074.32 Existing Econolite Cobalt - Provide CCTV and fiber network City signal - I-5 Ramp
5 Laguna Hills El Toro Road 1 $ 4,290.00 $ 42,902.00 $ 4,719.20 $ 5,191.12 $ - $ 57,102.32 Existing Econolite Cobalt - Provide fiber network 6 Laguna Hills Plaza Lane 1 1 1 $ 6,090.00 $ 60,902.00 $ 6,699.20 $ 7,369.12 $ - $ 81,060.32 Existing Econolite ASC3 - Provide new ATC, CCTV, and fiber network 7 Laguna Hills Oak Brook Village 1 1 1 $ 6,090.00 $ 60,902.00 $ 6,699.20 $ 7,369.12 $ - $ 81,060.32 Existing Econolite ASC3 - Provide new ATC, CCTV, and fiber network 8 Laguna Hills Los Alisos Boulevard 1 1 $ 5,490.00 $ 54,902.00 $ 6,039.20 $ 6,643.12 $ - $ 73,074.32 Existing Econolite Cobalt - Provide CCTV and fiber network - Laguna Hills TMC Improvements 1 $ 7,066.00 $ 70,660.00 $ 7,772.60 $ 8,549.86 $ - $ 94,048.46 See Appendix E QUANTITY TOTAL = 8 4 7 1 1 SIGNAL IMPROVEMENT TOTAL = $ 697,115.02 LOCATION IMPLEMENTING AGENCY PROJECT CROSS STREETS Design Construction TOTAL NOTES

DESCRIPTION OF WORK SIGNAL IMPROVEMENT COSTS
Caltrans
Cooperative
Agreement
Fees ($2,500)
17

APPENDIX B: AGENCY IMPROVEMENT CALCULATIONS Avenida de la Carlota Corridor TABLE III: PROJECT AVERAGE IMPROVEMENT SCORES Fiber Optic underground ATC signal controller CCTV Central System (server, licenses, workstations) Caltrans Cooperative Agreement Y/N
1 Laguna Hills Lake Forest Drive 15 30 25 23.3 Coordinating with other projects. Will install fiber to intersection on Avenida de Carlota
2 Laguna Hills Ridge Route Drive 15 50 30 31.7
3 Laguna Hills Via Puerta 15 50 30 31.7
4 Laguna Hills Paseo de Valencia/I-5 Ramp 15 30 22.5
5 Laguna Hills El Toro Road 15 15.0
6 Laguna Hills Plaza Lane 15 50 30 31.7
7 Laguna Hills Oak Brook Village 15 50 30 31.7
8 Laguna Hills Los Alisos Boulevard 15 30 22.5
- Laguna Hills TMC Improvements 40 40.0
AVERAGE SCORE = 27.8 LOCATION IMPLEMENTING AGENCY PROJECT CROSS STREETS NOTES

DESCRIPTION OF WORK
Time Source None/5+ Years or Within 5 Years 0/10+ or < 10 AVERAGE IMPROVEMENT SCORE 18

Appendix C
19 VEHICLE MILES TRAVELED (VMT)

Avenida de la Carlota Corridor
APPENDIX C: VEHICLE MILES TRAVELED (VMT)
ADTs Distance VMT
9,296 0.71 6,600
13,765 0.71 9,773
11,467 0.76 8,715

2.18 25,088
Source: City of Laguna Hills - 2024 ADT Counts - 10/2/2024 Total Project VMT:

Segment
Avenida De Carlota - El Toro to Los Alisos
Avenida De Carlota - Lake Forest to Ridge Route
Avenida De Carlota - Ridge Route to El Toro
20

AGENCY RESOLUTIONS AND LETTERS OF SUPPORT
Appendix D
21

RESOLUTION NO. 2024-XX-XX-X

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

LAGUNA HILLS, CALIFORNIA, APPROVING THE

SUBMITTAL OF A GRANT APPLICATION TO THE ORANGE

COUNTY TRANSPORTATION AUTHORITY FOR FUNDING

UNDER THE COMPREHENSIVE TRANSPORTATION

FUNDING PROGRAMS
The City Council of the City of Laguna Hills, California, hereby finds, determines, declares, and resolves as follows:

WHEREAS, the City of Laguna Hills desires to implement the transportation improvements listed below; and
 Traffic Signal Improvements on Avenida de la Carlota from Lake Forest Drive to Los Alisos Boulevard including new controllers, CCTV, traffic signal fiber optics communication system.

WHEREAS, the City of Laguna Hills has been declared by the Orange County Transportation Authority to meet the eligibility requirements to receive revenues as part of Measure M2; and
WHEREAS, the City of Laguna Hills must include all projects funded by Net Revenues in the seven-year Capital Improvement Program as part of the Measure M2 Ordinance eligibility requirement; and
WHEREAS, the CITY of Laguna Hills authorizes a formal amendment to the seven-year Capital Improvement Program to add projects approved for funding upon approval from the Orange County Transportation Authority Board of Directors, if necessary; and
WHEREAS, the City of Laguna Hills will provide matching funds for each project as required by the Orange County Comprehensive Transportation Funding Procedures Manual; and
WHEREAS, the City of Laguna Hills will not use Measure M2 funds to supplant Developer Fees or other commitments; and
DRAFT
22

WHEREAS, the Measure M2 Regional Traffic Signal Synchronization Program targets over 2,000 signalized intersections across Orange County to maintain traffic signal synchronization, improve traffic flow, and reduce congestion across jurisdictions; and
WHEREAS, the City of Laguna Hills has currently adopted a Local Signal Synchronization Plan consistent with the Regional Traffic Signal Synchronization Master Plan as a key component of local agencies’ efforts to synchronizing traffic signals across local agencies’ boundaries; and
WHEREAS, the City of Laguna Hills desires to implement signal synchronization listed below.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAGUNA

HILLS, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

SECTION 1. The City Manager is hereby authorized to submit or support applications to the Orange County Transportation Authority to allocate funds in the amounts specified in the City’s applications from the Comprehensive Transportation Funding Programs. Said funds shall be matched by funds from the City of Laguna Hills as required and shall be used as supplemental funding to aid the City of Laguna Hills in the implementation of the following improvement project:
 Avenida de la Carlota Corridor
SECTION 2. The City Council of the City of Laguna Hills delegates signature authority to the City Manager, or his designee, to facilitate the delivery of the projects.

PASSED, APPROVED, AND ADOPTED this day of XX day of November, 2024.
____________________________
, MAYOR
ATTEST:
, CITY CLERK
23

ADDITIONAL INFORMATION
Appendix E
24

Avenida de la Carlota Corridor
Unit Qty Unit Price Total
EA 7 $ 12,000 $ 84,000
EA 4 $ 6,000 $ 24,000
EA 8 $ 4,000 $ 32,000
LF 7,280 $ 30 $ 218,400
LF 12,675 $ 5 $ 63,375
EA 8 $ 200 $ 1,600
EA 8 $ 500 $ 4,000
LF 160 $ 4 $ 640
EA 29 $ 800 $ 23,200
EA 1 $ 15,000 $ 15,000
LF 1,000 $ 40 $ 40,000
LF 1,212 $ 5 $ 6,060
LS 1 $ 9,600 $ 9,600
Item Description
Furnish and install new digital CCTV camera complete. Reuse existing cables and mounting hardware if possible.

Furnish and install new Econolite Cobalt controller with EOS software
Remove existing switch. Furnish and install new Actelis ML680DF/ML698E with hardened power supply and 2 ea 1 Gb SFP's.

Install 3" schedule 80 PVC conduit
Remove any existing interconnect. Furnish and install 72 SMFO fiber optic cable
Furnish and install fiber optic patch panel in controller cabinet Furnish and install fiber optic cable splice hub in new 6E pullbox Furnish and install 12SMFO fiber optic cable between splice hub Install type 6E pull boxes
TMC - Install Additional Ethernet Switch at City Hall
TMC - Install Conduit - Street to City Hall TMC
TMC - Install 72 SMFO Cable from pullbox to TMC Patch Panel System Integration
Laguna Hills - General Comm Improvements Total $ 521,875 Estimated Unit Price for Fiber Optic Underground * $ 42,902 Estimated Unit Price for TMC Upgrades $ 70,660
*For the applicaion purposes, Unit Price was driven by average of 8 locations with fiber optic improvement 25

CITY OF LAGUNA HILLS
October 14, 2025
SUBJECT: Addendum No. 1 to RFP for Regional Traffic Signal Synchronization Program for Avenida De La Carlota Corridor Project
To All Consultants:

This Addendum No. 1 is being issued for the subject RFP.

Listed below are the questions received by the City (as of October 10, 2025 at 5:00 p.m.) and the City’s responses:

Questions and Responses:

1. Which version of Synchro, 11.0 or 12.0, would the City like the consultant to build the corridor’s network on?
Response: As indicated in the RFP, signal timing is not part of the scope of work as the signals will be timed as part of OCTA’s Countywide Baseline Project; however, coordination with said project is required and we believe OCTA is using Synchro 12.0 for the Countywide Baseline Project.

2. Does the City require subconsultants to complete Non-Collusion Affidavit, or Certification of the Proposal?
Response: No.

3. Who’s going to prepare and submit the close-out documentation to be submitted to OCTA? Response: The City’s Project Management Consultant will prepare and submit the OCTA close-out documentation, although the Design Consultant is expected to assist by providing information as necessary.

4. Per the City's recent agreements with consultants on similar projects, will the City "Intentionally Omit" Section 5.2D1 ("Contractual Liability") from the Professional Services Agreement?
Response: No.

5. Will the City allow 11x17 exhibits?
Response: Yes, in the form of 8.5 x 11 “tri-folds”.

October 14, 2025
Addendum No. 1 to RFP for Regional Traffic Signal Synchronization Program for Avenida De La Carlota Corridor Project

6. On Page 16 of the RFP states that we should include "a complete list of all previous and current clients" separately as part of the resume contents. Please clarify whether this client list should be presented on a separate page from the other resume contents (name, position, education, summary of experience, and professional memberships/registrations/licensure/certifications). If this is the case, will the City exclude resumes and client lists from the 30-page-limit?
Response: Yes to both questions.

7. Page 8 of the RFP states that the Proposer “shall provide a current power of attorney, articles of incorporation, or other instrument confirming the agent’s authority to bind the Proposer.” Will the City include this in their desired 30-page-limit? Response: This documentation will be excluded from the 30-page limit.

8. Please clarify if the following items can be excluded from page count:
• Front and back cover pages;
• Tabular or dividing pages;
• Table of contents and indexes;
• City required forms/attachments (as the RFP already stated) • Lists of clients and contracts requested (under Section B - Company Data) • Resumes
Response: Yes, and as the fee proposal is to be submitted in a separate, sealed envelope as described in the RFP, this would also be excluded from the page count.

The deadline has now passed for questions regarding this RFP.

Sincerely,
Joe Ames, P.E., T.E.

Interim City Manager/Director of Public Works

SECTION 1: KEY TECHNICAL INFORMATION Avenida de la Carlota Corridor m. Project Map Depicting the Project Limits and Offset Signals 3

Item No. 4.8
City of Laguna Hills
City Council / Planning Agency
Staff Report
Date: January 27, 2026
To: Mayor and Council Members
From: Joe Ames, Assistant City Manager
Issue: Informal Bidding Ordinance Use Quarterly Report for Public Works Projects Recommendation: That the City Council receive and file the report.

Background:

On October 24, 2023, the City Council adopted an Ordinance adding Chapter 3-36 (Informal Bidding – Public Projects) to Title 3 (Revenue and Finance) of the Laguna Hills Municipal Code to provide informal bidding procedures in accordance with the Uniform Public Construction Cost Accounting Act.

Chapter 3-36 reduces contract award process time, improves the timeliness of project completion, reduces paperwork, and simplifies overall project administration for “public projects” more than $5,000 and up to $200,000. “Public projects” are defined to include: construction, reconstruction, erection, alteration, renovation, improvement, demolition, and repair work involving any publicly owned, leased, or operated facility.

This definition also includes painting or repainting of any publicly owned, leased, or operated facility (Public Contract Code Section 22002).

During the discussion of the adoption of the Ordinance, City Council directed that City staff prepare a quarterly report for City Council review of the use of Chapter 3-36 for public projects that were let by negotiated contract. Under Chapter 3-36, the City Manager may let public projects of $60,000 or less by negotiated contract. Public projects over $60,000 up to $200,000 may use a streamlined procedure for bidding, but the contract must be awarded by City Council.

Attached is a list of public projects during the most recent quarter (for the period of

Item No. 4.8
October 1, 2025 through December 31, 2025) let by negotiated contracts between $5,000 and $60,000.

Fiscal Impact:

The public projects during the most recent quarter let by negotiated contracts totaled $53,889.15. The attached report details the account numbers from which each invoice was paid. Sufficient budget was available in each account number for the work.

Attachments:

1. Quarterly Informal Bidding Ordinance Report: October 1 to December 31 2025

City of Laguna Hills
Informal Bidding Ordinance: Quarterly Report of Negotiated Contracts - Paid Invoices October 1, 2025 to December 31, 2025
Vendor Invoice No. Date Amount Account No. Description of Services

INVOICES
Musco Sports Lighting, LLC 445377 10/17/2025 $7,348.43 100-355-720.701 (Parks Contract Repair) Sports Lighting at Community Center Ontario Refrigeration PRJ25154-01 12/15/2025 $23,337.00 100-355-645-500 (Facilities and Maintenance) Replace (1) 4 ton heat pump split system for server room.

RJ Electric 64335 12/22/2025 $9,845.00 100-355-720.701 (Parks Contract Repair) Exterior Lighting Repairs at Community Center Santa Margarita Plumbing, Heat & Air 16609-46225 11/20/2025 $6,733.58 100-310-645500 (Facilities and Maintenance) Gym Water Station Button Repair at Community Center Santa Margarita Plumbing, Heat & Air 16324-46733 12/29/2025 $6,625.14 355-645-500 (Facilities and Maintenance) Install new emergency water shut off valve at Civic Center TOTAL $53,889.15

Item No. 4.9
City of Laguna Hills
City Council / Planning Agency
Staff Report
Date: January 27, 2026
To: Mayor and Council Members
From: Jennifer Lowe, Community Development Director
Issue: Development Application Status Report
Recommendation: That the City Council receive and file the report.

Background:

The City Council has indicated that based on potential impact(s) to the community, certain projects warrant a regular status update. The purpose of this Status Report is to identify new and pending major development applications in process with the City’s Community Development Department which will require a public hearing. Links to project documents are available on the City’s website
at: https://lagunahillsca.gov/PlanningProjects.

Case Number USE-0231-2025 (CUP)
Project Location 23297 South Pointe Drive
Project
Description
Request for conditional use permit to establish a community care facility (drug abuse and alcoholism recovery) in the Mixed Use (MXU) zone.

Applicant Daniel Avdee, Manifest Behavioral Health
Project Planner Elizabeth Yee, Contract Planner
Status The application was submitted on August 1, 2025. Staff is currently processing the application and plans; the item will be scheduled for public hearing when ready.

Item No. 4.9
Case Number USE-0211-2025 (SDP/VTTM)
Project Location 23161 Mill Creek
Project
Description
Request to redevelop a 2.34-acre commercial office property with 36 residential units.

Applicant Aylene Chu, on behalf of Toll West Coast, LLC (Toll Brothers) for Khoshbin Hillside, LLC (Property Owner)
Project Planner David Blumenthal, Contract Planner
Status This project was initially submitted as a preliminary application under SB 330 on December 18, 2024. The formal development application was submitted on January 30, 2025. To date, the application has been deemed incomplete twice (February 28, 2025, and May 1, 2025), with the most recent resubmittal of the application by the Applicant received by staff on May 9, 2025. On May 28, 2025, the application was deemed complete. On August 22, 2025, the City submitted a letter to the Applicant identifying reasons the proposed Project is, or potentially is, inconsistent, not in compliance, or not in conformity with City plans, programs, policies, ordinances, standards, and requirements. The applicant resubmitted plans on September 9, 2025. The project was reviewed by Staff in accordance with Gov. Code §65589.5. Staff is continuing to work with the Applicant on various aspects of the application. This item is tentatively scheduled for public hearing on February 10, 2026.

Case Number USE-0209-2025 (SDP/VTTM)
Project Location 23272, 23282, 23422, 23382, 23332 Mill Creek Drive; 24461, 24411 Ridge Route Drive
Project
Description
Request to construct 464 residential units.

Applicant John Stack, on behalf of Ridge Route LLC, KB Mill Creek DST, KB Spectrum Summit Plaza, LLC
Project Planner David See, Contract Planner

Item No. 4.9
Status This project was initially submitted as a preliminary application under SB 330 on October 29, 2024. The formal development application was submitted on January 23, 2025. On April 18, 2025, staff notified the Applicant that the application was officially determined to be complete. Staff reviewed the entire application for consistency with applicable development standards in accordance with Gov. Code §65589.5. On June 17, 2025, a letter was sent to the Applicant identifying reasons the proposed Project is, or potentially is, inconsistent, not in compliance, or not in conformity with City plans, programs, policies, ordinances, standards, and requirements. On September 26, 2025, the Applicant resubmitted their application and notified the City of its position that the Project is exempt from review under CEQA pursuant to AB 130. Staff is reviewing the application and evaluating the Project's eligibility for the AB 130 CEQA exemption.

Accordingly, the City sent a notice to the tribes of the tribal consultation process under AB 130. Staff is continuing to work with the Applicant on various aspects of the application. This item is tentatively scheduled for public hearing on February 24, 2026.

Case Number USE-0166-2023 (SDP/TPM/PUP/PP)
Project Location 24422 Avenida de la Carlota, Oakbrook Plaza Project
Description
A request to construct a new 240-unit senior living apartment complex in a 7-story, podium-style development with four residential levels located above four parking levels, including one subterranean parking level. The existing office building on site will remain, with parking for the office building provided in the new parking structure.

Applicant Matt Haugen, BSP Oakbrook LLC
Project Planner Adam Pisarkiewicz, Contract Planner
Status On April 11, 2024, a letter was sent to the Applicant deeming the Application complete. On June 10, 2024, a letter was sent to the Applicant identifying reasons the proposed Project is, or potentially is, inconsistent, not in compliance, or not in conformity with City plans, programs, policies, ordinances, standards, and requirements. On July 30, 2024, a letter was sent to the Applicant

Item No. 4.9
identifying additional technical review comments. In response to the technical comments from the City, the Applicant resubmitted plans to the City on April 1, 2025, and an updated traffic analysis on April 15, 2025. On June 11, 2025, Staff notified the Applicant of additional comments based on a further technical review that will need to be addressed prior to scheduling the project for a public hearing. On July 17, 2025, the Applicant resubmitted documents related to the City's technical review comments. The Applicant resubmitted plans to address staff's comments on July 21, 2025 and August 25, 2025. On July 16, 2025, the City sent out notices inviting Native American Tribes the opportunity to consult on the environmental review process pursuant to CEQA and AB 52. On July 24, 2025, the Project Applicant notified the City of its position that the Project is exempt from review under CEQA pursuant to the newly enacted AB 130. Accordingly, the City sent a new notice to the tribes of the revised tribal consultation process under AB 130. Tribal consultation has closed. This item is scheduled for public hearing on January 27, 2026.

Case Number USE-0165-2023 (ZTA/TTM/SDP)
Project Location 23272 – 23282 Mill Creek Drive
Project
Description
Request to construct 48 detached residential condominium units.

Applicant John Stack, on behalf of KB Spectrum Summit Plaza, LLC Project Planner Jay Wuu, Senior Planner
Status On May 3, 2024, a letter was sent to the Applicant deeming the Application complete. On August 28, 2024, a letter was sent to the Applicant identifying additional technical review comments and informing the Applicant of significant design concerns. On October 29, 2024, the Applicant submitted an application for a larger development that includes this property. Staff is currently awaiting a withdrawal of the Application or resubmittal of plans.

The Applicant has stated that they do not intend to withdraw the application until the newer application is closer to entitlement.

Item No. 4.9
Case Number USE-0172-2024 (CPMA)
Project Location 23521 Paseo de Valencia
Project
Description
Request to construct carports in the Taj Mahal parking lot to accommodate solar panels.

Applicant Alisha Cosio, on behalf of Valta Energy
Project Planner Jay Wuu, Senior Planner
Status On March 29, 2024, a letter was sent to the Applicant deeming the Application incomplete. Staff is currently awaiting resubmittal of plans; the item will be scheduled for public hearing when ready.

Attachments:

None

Item No. 5.5.1
City of Laguna Hills
City Council / Planning Agency
Staff Report
Date: January 27, 2026
To: Chair and Agency Members
From: Adam Pisarkiewicz Contract Planner
Jennifer Lowe, Community Development Director
Issue: Vesting Tentative Parcel Map/ Site Development Permit/ Precise Plan/ Parking Use Permit No. 0166-2023 (Oakbrook Plaza Senior Housing Project) Recommendation: That the Planning Agency:

1. Conduct a public hearing;

2. Find and determine that the proposed project is exempt from review under the California Environmental Quality Act pursuant to Public Resources Code Section 21080.66; and

3. Adopt a Resolution entitled: A Resolution of the Planning Agency of the City of Laguna Hills, California, conditionally approving Vesting Tentative parcel Map / Site Development Permit / Precise Plan / Parking Use Permit No. 0166-2023, a request by Matthew Haugen, on behalf of BSP Oakbrook, LLC, to permit a project that consists of: the subdivision of an existing 8.42-acre parcel located at 24422 Avenida de la Carlota into one 4.18-acre parcel (Lot 1) and one 4.24-acre parcel (Lot 2); construction of a new 250-unit senior living development with a 752-stall parking structure on Lot 1; a reduction in the amount of parking spaces required for the existing office building on Lot 2 to facilitate its conversion to medical office uses; and the joint use of the parking facilities between the residential uses on Lot 1 and the medical office uses on Lot 2, and finding the Project exempt from the California Environmental Quality Act pursuant to Public Resources Code section 21080.66.

Item No. 5.5.1
Background:

BSP Oakbrook, LLC (“Owner” or “Applicant”) proposes to subdivide an existing 8.42-acre lot into two lots: Lot 1 is proposed to be 4.18-acres and Lot 2 is proposed to be 4.24- acres. Lot 1 is proposed to be redeveloped as a six-story (four-story residential over two levels of parking), 67’-3” tall, age-restricted residential apartment project containing 250 residential apartment units and associated structured parking. Lot 2 contains an existing office building which is proposed to be converted to an entirely medical office building as part of the scope of the proposed project.

The subject property is an approximately 8.42-acre lot located on the northwest corner of Los Alisos Boulevard and Avenida De La Carlota. The property is currently developed with the existing office building and surface parking lot, which were approved by the County of Orange and constructed in 1983.

The subject property is surrounded by public roads and does not share a property line with another developed property. Immediately north of the site is Interstate 5.

Southwest of the subject property, across Avenida De La Carlota, is Sofi Laguna Hills apartments, along with the Reata Apartments and the Oakbrook Village shopping center. Southeast of the subject property, across Los Alisos Boulevard, are single-family homes located along Christina Court.

The Project site has a General Plan Land Use Designation of Village Commercial.

Additionally, the site is within the Village Commercial (“VC”) zoning district and subject to the regulations of the Urban Village Specific Plan (“UVSP”). The General Plan and UVSP permit high-density residential uses in their respective land use and zoning designations. The proposed Project is consistent with the Village Commercial General Plan Land Use Designation and the use and development standards of the UVSP, including maximum lot coverage, maximum building height, and minimum lot size.

However, the Applicant is utilizing State Density Bonus Law (“SBDL”) to increase the allowable maximum density by 20 percent. The UVSP allows for 30-50 DU/AC while the applicant is proposing 60 DU/AC. Codified as California Government Code Section 65915, SDBL requires the City to approve increases in density, concessions/incentives, parking reductions, and development standard reductions/waivers for projects that include a qualified housing project. The specifics of the density bonus request are discussed below in the Proposal & Analysis section of this report.

On December 12, 2023, the Applicant submitted a formal application to the City for the proposed Oakbrook Plaza (“Project”). On April 1, 2025, the Applicant resubmitted plans and documents based on the City’s Inconsistency Determination Letter, dated June 10,

Item No. 5.5.1
2024, which indicated the increased unit count from 240 units to 250 units. The final scope of the Project proposed 250 age-restricted units and 755 parking spaces within a four-story structure.

Authority:

The Development Code (commonly cited as the “Zoning Code” or the “Code”) is codified as Title 9 of the Laguna Hills Municipal Code (“LHMC”) and provides specific rules and standards for property use and development within the City of Laguna Hills. Chapter 9- 92 of the Code outlines the process the City must ordinarily follow in reviewing new development projects. Pursuant to Chapter 9-92, approval of the proposed Tentative Parcel Map, Site Development Permit, Precise Plan, and Parking Use Permit requires Planning Agency approval. Chapter 9-92 also sets forth specific findings that ordinarily must be made in order to approve a Site Development Permit and/or Parking Use Permit. However, for housing development projects, State law (specifically, the Housing Accountability Act) preempts the procedures and findings set forth in the Development Code.

For housing development projects, the Housing Accountability Act adds an additional burden on the City’s ability to deny a housing project that complies with applicable objective general plan, zoning, subdivision, and design standards. Subdivision (j)(1) of Government Code Section 65589.5 states:
(j) (1) When a proposed housing development project complies with applicable, objective general plan, zoning, and subdivision standards and criteria, including design review standards, in effect at the time that the application was deemed complete, but the local agency proposes to disapprove the project or to impose a condition that the project be developed at a lower density, the local agency shall base its decision regarding the proposed housing development project upon written findings supported by a preponderance of the evidence on the record that both of the following conditions exist:
(A) The housing development project would have a specific, adverse impact upon the public health or safety unless the project is disapproved or approved upon the condition that the project be developed at a lower density. As used in this paragraph, a “specific, adverse impact” means a significant, quantifiable, direct, and unavoidable impact, based on objective, identified written public health or safety standards, policies, or conditions as they existed on the date the application was deemed complete.
(B) There is no feasible method to satisfactorily mitigate or avoid the adverse impact

Item No. 5.5.1
identified pursuant to paragraph (1), other than the disapproval of the housing development project or the approval of the project upon the condition that it be developed at a lower density.

If a court finds a violation of the Housing Accountability Act, then the Court under that same statute has an ability to impose liability on an offending agency or city (depending on the facts of the case) for fines, penalties, sanctions, and the attorney’s fees and costs incurred by the applicant and any other entity given standing under the Housing Accountability Act to sue for a violation of that statute.

State Density Bonus Law (“SDBL”)
The Applicant is utilizing State Density Bonus Law (“SDBL”) to increase the allowable maximum density by 20 percent. The UVSP allows for 30-50 DU/AC while the applicant is proposing 60 DU/AC. Codified as California Government Code Section 65915, SDBL requires the City to approve increases in density, concessions/incentives, parking reductions, and development standard reductions/waivers for projects that include a qualified housing project. The specifics of the density bonus request are discussed below in the Proposal & Analysis section of this report.

Generally, under SBDL (Govt. Code Section 65915-65918), depending on the quantity and target income level of affordable units provided, developers are eligible an increase in prescribed density for a site. The Applicant was able to invoke the use of SDBL due to the inclusion of age-restricted units within a multi-family structure. More specifically, a senior citizen housing development, as defined in Sections 51.3 and 51.12 of the Civil Code, or a mobilehome park that limits residency based on age requirements for housing for older persons pursuant to Section 798.76 or 799.5 of the Civil Code qualifies for the use of SDBL under Section 65915(b)(1)(C). Under SDBL, by providing qualified age-restricted units, the Applicant is not required to provide affordable units and is entitled to a maximum of 20% density bonus over the allowable maximum established by the Development Code.

Also, under SDBL, developers can request an unlimited number of “waivers” or modifications of development standards that would have the effect of physically precluding the construction of the proposed density bonus units or the requested developer’s requested concession or incentive. A city can only deny the requested waiver if it finds, based upon substantial evidence, that the waiver is contrary to state or federal law or would have a specific adverse impact on public health or safety or on property which is listed on the state Register of Historical Resources and where there is no feasible method to satisfactorily mitigate the specific adverse impact.

Item No. 5.5.1
A more detailed summary of State Density Bonus Law is attached to this report for reference (see Attachment 4).

Assembly Bill 130 (AB 130)
On June 30, 2025, the State Legislature adopted, and the Governor signed, AB 130 and SB 131, which took effect immediately. These two bills made substantial changes to the California Environmental Quality Act (“CEQA”) and the Permit Streamlining Act procedures, which further significantly limit the ability of cities to evaluate and disapprove higher density housing development projects.

AB 130 created a new statutory CEQA exemption for infill housing development projects meeting specified criteria (Public Resources Code Section 21080.66) and which have undergone a consultation process with culturally affiliated California Native American tribes. Invocation of AB 130 generally requires the Project to be consistent with applicable general plan and zoning ordinances (or qualify for a density bonus and waivers of development standards per the Density Bonus Law), achieve a density of at least 15 dwelling units per acre, be located on a site that is no more than 20 acres in size and outside specified environmentally sensitive areas, and meet certain design criteria if located within 500 feet of a freeway.

The Applicant notified the City on July 25, 2025, that it was invoking the new CEQA exemption in AB 130. The statute requires an expedited tribal consultation process to be completed; but, in this case, the City was in the process of preparing an initial study / mitigated negative declaration for the Project under CEQA and had already commenced consultation with affected Native American tribes pursuant to AB 52. Following the Applicant’s invocation of AB 130, the City completed consultation pursuant to AB 130.

City Staff and consultants reviewed the Project for consistency with AB 130’s qualifying criteria and determined the Project meets all applicable requirements to invoke AB 130. (See AB 130 Infill Housing Checklist prepared by Dudek – Attachment 3). The Project achieves a density greater than 15 dwelling units per acre (59.8 du/ac) on a site that is less than 20 acres in size (4.18 acres); the Project site was previously developed with urban uses; the Project site is not located in a flood zone, earthquake fault zone, very high fire hazard severity zone, or other environmentally sensitive area; with the exception of increased density and permitted Density Bonus Law waivers, the Project is consistent with the General Plan, Urban Village Specific, and applicable zoning and development standards; and the Project is designed to comply with all applicable AB 130 criteria for projects located near freeways.

AB 130 also amended certain provisions in the Permit Streamlining Act to require

Item No. 5.5.1
expedited review of housing development projects to which the new CEQA infill exemption applies. Importantly, Government Code Section 65950 was amended to require a lead agency for a development project (in this case the City) to either approve or disapprove a project that is exempt from CEQA under Public Resources Code Section 21080.66 within 30 days of completion of the tribal consultation required by AB 130.

Tribal consultation began on August 7, 2025 and concluded on October 20, 2025.

However, the Applicant agreed to extend the date for the Planning Agency to hear and act on the project application to January 27, 2026. During the Tribal consultation period, two tribes requested consultation: Gabrieleño Band of Mission Indians - Kizh Nation and Juaneño Band of Mission Indians, Acjachemen Nation – Belardes. Both tribes provided their own mitigation measures which the applicant has agreed to implement. The requested mitigation measures were incorporated into the Conditions of Approval which have been included in the Resolution (Conditions No. 112 through 123).

Staff has prepared a proposed Resolution for conditional approval of the Project in accordance with the provisions of State law cited above for the Planning Agency’s consideration (Attachment 1).

Proposal & Analysis:

Overview
The Applicant requests approval of a Vesting Tentative Parcel Map, Site Development Permit, Precise Plan, and Parking Use Permit for a senior living development, which consists of 250 age-restricted residential units and a parking garage within an approximately 81,742 square-foot, six-story building on a 4.18-acre parcel. The proposed residential density for Lot 1 is 59.8 dwelling units per acre. The Project also includes a Parking Use Permit for the four-level, partially subterranean parking structure (Attachment 2).

The Project includes the subdivision of the existing 8.42-acre parcel in two parcels: a

4.18-acre parcel (Lot 1) and a 4.24-acre parcel(Lot 2). While Lot 1 contains the proposed senior living development, Lot 2 would maintain the existing office building and associated surface parking immediately surrounding the building. The proposed parking garage within the senior living development would be shared between residents and office tenants within the existing office building, necessitating the Parking Use Permit (“PUP”) to establish a joint use parking plan between multiple uses on multiple building sites. As part of this project, the Applicant is proposing to have the existing office building consist entirely of medical office uses/tenants. Specifically, 80 percent of the floor area is proposed for “Medical and dental office” use and the remaining 20 percent for low-intensity medical office uses such as chiropractic, acupuncture, optometry,

Item No. 5.5.1
physical therapy, and psychotherapy offices, as described in LHMC Table 9-44.A (Number of Parking Stalls Required). No physical changes are being proposed to the existing office building and associated surface parking on Lot 2.

A summary of the proposed residential units is as follows (Attachment 2, Sheet G1.1):
• 27 Studio units;
• 140 One-bedroom;
• 83 Two-bedroom; and
• Community activity areas, including courtyards, pool, gym, roof decks, dog park, and a clubhouse/fitness center.

Urban Village Specific Plan (“UVSP”) Development Standards Section V of the UVSP provides the land use and development standards for the Specific Plan area. In relation to the proposed project, Table 1 (Land Use Matrix) states and “Dwelling, Multiple-Family” is a permitted use. In addition, the UVSP contains the basic development standards for all new developments. The table below displays the minimum/maximums of each standard and the proposed amounts for the project:

Figure 1: UVSP Development Standards
Development
Standard Required Proposed (Lot 1) Proposed (Lot 2)
Lot Size 10,000 sq. ft.
(min.)

8.42 acres / ≈
366,775 sq. ft. (Total)
Lot 1 = 4.18 acres /
≈ 182,080 sq.
ft.(Gross)

8.42 acres / ≈
366,775 sq. ft. (Total)
Lot 2 = 4.24 acres /
≈ 184,694 sq. ft.
(Gross)
Lot Width 100 ft. (min.) Approx. 250 ft. Approx. 650 ft.

Lot Depth 100 ft. (min.) Approx. 500 ft. Approx. 350 ft.

Lot Coverage 70% (max.) 45% 19%
Density 30-50 DU/AC 59.8 DU/AC (20%
Density Bonus)
Not Applicable
Building Height 75 ft. (max.) 67’-3” 68’-0”

Item No. 5.5.1
Min. Setback
(Front) -

1. Parking lot;

2. Parking
structure;

3. Building

1. 10 ft.;

2. 20 ft.;

3. 20 ft.;
20 ft. (along Los
Alisos Blvd) 1. 10 ft.;

2. N/A;

3. Approx. 60 ft.

Min. Setback (Side
- Interior)
10 ft. abutting
residential
0 ft. commercial
abutting non-res.
10 ft. Approx. 40 ft.

Min. Setback
(Street side)
10 ft. 10 ft. (along Avenida
de la Carlota)
20 ft. (along Los
Alisos Boulevard)
67’-0” (Avenida de
Carlota)
Min. Setback (Rear) 20 ft. abutting
residential
0 ft. commercial
abutting non-res.
10 ft. (abutting
commercial)
70 ft.

Open Space and
Amenities
10% min. 17.5% (31,839 sq. ft.) N/A
Landscape
Coverage
15% min. 20% (37,462 sq. ft.) 16.9% (30,927 sq. ft.)
Building Separation
(Main)
10 ft. (min.) Approx. 60 ft. Approx. 60 ft.

With the exception of the proposed density increase through SBDL, the proposed project meets or exceeds all UVSP development standards.

Site Design/Circulation
The project will continue to use existing vehicle entrances and exits to the subject property. The existing primary entrance and exit is from Avenida De La Carlota, located mid-block, in front of the office building. The existing secondary entrance and exit is approximately 400 feet north of the primary entrance and exit and located at the northern end of the site. No new entrances and exits are proposed from the public

Item No. 5.5.1
streets. Additionally, the Project does not include modifications that would alter the flow of traffic within the site; the central driving lanes for circulation within the existing surface parking lot will be maintained as part of this project.

The trash enclosures for the building are located on the ground floor of the parking structure near the two entries/exits along the north side of the building. The building includes two trash chutes on the residential levels to route waste down into a trash room, which is designed to accommodate multiple bins. A staging area is located along the northern driveway that will accommodate trash/recycling services.

Parking
Located on Lot 1, a total of 752 parking stalls are proposed within the 4-level parking structure (Attachment 2, Sheets A2.0-A2.1). The lower subterranean level (B2) contains 187 office parking stalls. The upper subterranean level (B1) contains 200 office parking stalls. The ground level contains 186 parking stalls: 115 residential, 65 office, 5 leasing, and 1 United States Postal Service (“USPS”). The upper level contains 183 residential parking stalls. The seven ADA-accessible stalls are located on the upper level. The lower level consists of 152 residential parking stalls. In total, 292 parking stalls (213 residential stalls, 13 guest stalls, and 27 unassigned stalls) are provided for the residential use; 454 parking stalls accommodate the office use; and the remaining 6 parking stalls serve the leasing office and USPS.

On Lot 2, the existing 211 parking stalls will remain for all office tenants and clients.

Three elevators and stairwells provide access from all parking levels to the residential levels. The proposed Project provides eighteen fewer parking spaces (253) than would otherwise be required for a “senior citizen housing complex” with 180 units per LHMC Table 9.44.A (271); however, it is the applicant’s contention that the number of parking spaces provided will be sufficient to serve the senior citizen residents expected to reside in the Project.

LHMC Section 9-44.110 (Parking structure design standards) also requires a Parking Use Permit for parking structures and identifies parking structure design guidelines. The proposed Project complies with or will comply with most, but not all, of these guidelines.

For the parking-related development standards the project does not comply with, the applicant is requesting waivers via SDBL. In addition, the proposed parking structure within the new senior housing structure will contain parking spaces proposed to be utilized and shared by the existing medical office building uses on proposed Lot 2.

Pursuant to LHMC Section 9-44.050, “Except as determined by a special parking and use study to permit joint or shared parking, parking for one use shall not be credited as serving any other use.” In addition, Pursuant to LHMC Section 9-44.070, the joint use of

Item No. 5.5.1
parking facilities for multiple uses on multiple building sites requires the submittal of a detailed “Joint Use Parking Plan,” approval of a Parking Use Permit pursuant to LHMC Chapter 9-92, and that several enumerated requirements be met. The Applicant submitted a Joint Use Parking Plan (“Parking Plan”), prepared by RK Engineering and dated June 26, 2025, which includes the required provisions per LHMC Section 9-44.070 (See Attachment 5). The existing office building is proposed to split its floor area between 80 percent ‘Medical/Dental Office’ and 20 percent ‘Low Intensity Medical Office’. LHMC Chapter 9-44 (Access and Parking) states the required parking for “Medical/Dental Office” uses are “1 stall/150 SF-GFA, except that chiropractic, acupuncture, optometry, physical therapy, and psychotherapy offices shall provide 1 stall/300 SF-GFA.” The Joint Use Parking Plan delineates Medical/Dental Office as requiring 1 stall/150 SF-GFA and Low Intensity Medical Office as requiring 1 stall/300 SFGFA. Utilizing the existing surface parking surrounding the existing office building and the proposed parking structure, the Joint Use Parking Plan proposes the following parking breakdown:

Figure 1: Required Parking Table
Medical Office Component1
Land Use Size
(Estimate)
Units Parking
Requirements2
Required Number
of Parking Spaces
Medical/Dental
Office
96,800 6.67 spaces per
1,000 GFA
646
“Low Intensity”
Medical Office
24,200 3.33 spaces per
1,000 GFA
81 Total Medical
Office Building
121,000
Gross Square
Feet (GFA)
Total Medical
Office Building
727
Active Senior Housing Component (65% Studio/1-Bedroom & 35% 2-Bedrooms) Land Use Size Units City of Laguna
Hills Parking
Requirements3
Required Number
of Parking Spaces
Senior Citizen
Housing
Complex
163 Studio/1-
Bedroom
Dwelling Units
1 covered and
assigned stall,
plus ½ guest
stall per
dwelling unit
Reserved: 163
Unreserved/Visitor:
82

Item No. 5.5.1
plus 1 stall for
the resident
manager.
87 2-Bedroom
Dwelling Units
1 covered and
assigned stall,
plus ½ guest
stall per
dwelling unit
plus 1 stall for
the resident
manager.

Reserved: 87
Unreserved/Visitor:
45 Total Number of
Residential
Units
250 Total Reserved Residential
Parking Spaces Provided
250
Total Unreserved/Visitor
Residential Parking Spaces
Provided
127
Total Residential and Visitor
Parking Spaces Provided
377
Total Parking Required
(Medical + Residential)
1,104
Total Parking Supply4 963
Parking Spaces Deficient per Code -141
1 The proposed project is expected to accommodate general medical and dental office land uses as well as “low-intensity” land uses. Per the City of Laguna Hills Parking Requirements, an 80/20 split has been utilized to determine the project’s parking demand. 2 Parking requirements for medical office land uses are per the City of Laguna Hills Ordinance No. 2023-1. “Low-Intensity” medical uses include chiropractic, acupuncture, optometry, physical therapy, psychotherapy offices, and similar uses. “Low Intensity” medical office land uses require 3.33 parking spaces per 1,000 square feet of gross floor area. Conversely, general medical and dental office land uses require 6.67 parking spaces per 1,000 square feet of gross floor area. 3 Parking requirements for the Senior Citizen Housing Complex land use are based on the City of Laguna Hills Municipal Code Section 9.44.050. 4 The proposed project will provide 966 parking spaces (211 in a surface lot and 752 in a structure). 713 parking spaces are provided for the medical office building and the non-reserved residential component, and 250 reserved parking spaces (one per unit) are designated exclusively for senior adult (age-restricted 55+) residents. The 250 reserved residential parking spaces are located within a parking structure.

Source: Joint Use Parking Plan
As the Parking Plan states, the proposed project will provide 963 parking spaces (211 in existing surface lot and 752 in proposed structure). The medical office building will be served by 713 parking spaces via the existing surface lot, reserved spaces within the structure, and unreserved spaces within the structure. The remaining 250 parking spaces are reserved within the parking structure for the residential units. The Parking Plan asserts that despite the parking space deficit per LHMC requirements, the

Item No. 5.5.1
complementary nature of land uses, particularly concerning differing peak demand periods and time-of-day factors ensure that the office and residential uses will be adequately served by the proposed parking plan. The Parking Plan identifies medical office buildings typically experiencing peak parking demands during weekday daytime hours, while residential uses tend to have their highest parking needs during evenings and weekends. The Parking Plan also includes a Medical Office Parking Observation Study which analyzes two comparable, fully-occupied, non-urgent care medical office buildings to determine the parking ratio for the proposed project. The Study concluded that the maximum observed parking demand was 3.94 spaces per 1,000 SF while the proposed project is providing 5.89 parking spaces per 1,000 SF of medical office space.

Lastly, the Parking Plan includes a Shared Parking Analysis which evaluates the land uses, parking rates, monthly variations of parking demand by land uses, differences between weekday and weekend parking demand, hourly distribution of peak parking demand for each land use, and captive versus non-captive parking demand within the project site.

The Analysis concludes there will be approximately a 53 parking space surplus during the peak weekday period and a 544 parking space surplus during the peak weekend period.

Per LHMC Section 9-44.070, an approved Joint Use Parking Plan shall be binding upon the applicant, tenants and property owners within the project location. A covenant agreement, approved by the City Attorney, shall be recorded establishing and maintaining in perpetuity the approved joint parking program. The Parking Plan must be provided to all future property owners, tenants, and other uses. Furthermore, the Plan must include a proposed means to amend the agreement to include future users/tenants or changes based on participant modifications. The table below provides a list of the Parking Plan requirements and the Applicant’s stated means of compliance.

Joint Use Parking Plan Requirement Applicant’s Stated Means of Compliance

1. Written verification from the involved
property owners and tenants
acknowledging
acceptance of and compliance with the
requirements of the joint use parking
plan.
“Written acknowledgment letters from all
involved property owners and tenants will
be collected and submitted upon tenant
confirmation. These letters will confirm their
understanding of an agreement to comply
with the Joint Use Parking Plan
requirements.”

2. A proposed means of providing notice
of the joint use plan to all future
property owners, tenants, and other
users.
“All future lease agreements and property
sales contracts will include a clause detailing
the Joint Use Parking Plan and its
obligations. Additionally, signage
summarizing the shared parking terms will

Item No. 5.5.1
be posted in prominent locations within the
parking facilities.”

3. A proposed means to amend the
agreement to include future
users/tenants or changes based upon
participant modifications to uses.
“Any amendments to the Joint Use Parking
Plan will be submitted in writing to the
Community Development Director for
review and approval. Each amendment will
include updated tenant or land use
information, revised parking requirements,
and a supporting parking analysis to
demonstrate continued compliance.”

4. A site plan showing all parking spaces,
building square footage and tenant
spaces within the complex or area
participating.
“Appendix B includes detailed site plans
illustrating all parking spaces, building
footprints, tenant spaces, and pedestrian
access points. Updated plans will be
submitted as tenants are confirmed.”

5. A joint use parking matrix with the
following information:
a. The number of parking stalls
available on-site (parking supply):
b. Project building and tenant
addresses:
c. Gross square footage of all
building and tenant spaces:
d. The name, type of use, and the
days and hours of operation for
each tenant:
e. The number of parking stalls
required by the development
code for each tenant based on
each tenant’s gross square
footage and type of use:
f. Hourly parking demand for all
tenants on Weekdays (M—F),
Saturdays, Sundays:
g. A comparison between hourly
parking demand and the parking
supply to show that demand will
A complete matrix will be submitted upon
tenant confirmation. Preliminary details
include:
a. 963 total parking stalls (211 surface,
752 structured), with 713 available
for shared use.
b. Project building and tenant
addresses: To be provided.
c. Gross square footage: Approx.
121,000 SF total; tenant-specific data
to follow.
d. Tenant names, uses, and hours: To be
submitted upon lease execution.
e. Required stalls per code: To be
calculated with tenant data.
f. Hourly demand
(Weekday/Saturday/Sunday): To be
developed.
g. Demand vs. supply comparison: To be
provided.
h. Parking use permit application: To be

Item No. 5.5.1
not exceed parking supply:
h. A parking use permit application
pursuant to this code.
submitted with finalized matrix.

Traffic Impact Analysis (TIA)
Generally, traffic impacts caused by a project are evaluated based upon vehicle trips generated by a project. Proposed projects that are projected to generate fewer vehicle trips than the existing condition are judged not to cause a significant impact on surrounding roadways. These vehicle trips are evaluated in terms of total overall number of trips, and trips that occur in the morning and afternoon/evening peak hour (“rush hour”).

The proposed project proposes 250 senior housing dwelling units on an existing surface parking lot and medical office uses within the existing office building. There are two commonly accepted ways to determine trip generation statistics: (a) by direct observation of substantially similar project(s), or (b) through the use of the Institute of Transportation Engineers’ Trip Generation Manual, which provides trip generation statistics based on reported observations of thousands of projects across the United States to the Institute of Transportation Engineers and then averaged and normalized against a metric, in this case, such as the number of senior dwelling units or the square footage of medical office space. The applicant chose option (b). The City’s traffic consultant, Hartzog and Crabhill, reviewed the analysis, found it technically sound.

New development or uses within the Urban Village Specific Plan (UVSP) area are regulated based on the capacity of the local street network to accommodate additional vehicle trips from new development during morning and evening peak traffic conditions (AM and PM peak hours respectively). This framework was established to ensure that additional traffic from new development would not exceed acceptable community traffic standards. The City implements this aspect of the UVSP through a vehicle capacity debiting process, in which additional peak hour vehicle trips generated by each new development or redevelopment project are subtracted from the current aggregate total additional peak hour vehicle trips available to accommodate future new development in the UVSP area.

Since the project is located within the UVSP area, the proposed traffic volumes were reviewed against the remaining traffic capacity. The current remaining traffic capacity is 181 AM peak hour trips and 2,527 PM peak hour trips. The TIA states the existing general/medical office building currently generates approximately 1,920 daily trips, which include approximately 222 AM peak hour trips and approximately 234 PM peak

Item No. 5.5.1
hour trips. When the trips are added to the remaining UVSP traffic capacity, the available UVSP traffic capacity are increased to 403 AM peak hour trips and 2,761 PM peak hour trips. The proposed project is forecast to generate approximately 4,557 daily trips which include approximately 387 AM peak hour trips and 478 PM peak hour trips.

When these trips are deducted from the available UVSP capacity, the remaining available UVSP capacity is 16 AM peak hour trips and 2,283 PM peak hour trips. The proposed project does not exceed the available capacity since 165 AM and 244 PM peak hour trips remain available. The TIA breaks down the data in the provided table below:

Figure 2: Project Trip Generation
Source: Oakbrook Plaza Traffic Impact Analysis
Architecture
According to the Applicant, the design of the residential building was intended to be complimentary to the existing office building while reflecting the architectural styles present within the entitlements approved in 2022 Village at Laguna Hills (“VALH”) project given the proposed project’s proximity to the VALH project area. Materials include Hardie Plank Lap Siding, Simulated Wood Porcelain Tile, Painted Stucco, and Concrete Finish. The massing is broken up utilizing balconies, roof height/pitch variation, and materials. All rooftop mechanical equipment is proposed to be screened from public view.

In addition, the proposed project complies to the UVSP’s design guidelines for residential development including:

1. Roofs should incorporate pitches, ridges, rakes, ridgelines and materials that are

Item No. 5.5.1
common to the area.

2. Incorporate overhangs and insets of fenestration that is consistent with its architectural style.

3. On-site parking shall be hidden from view from the street.

4. Entryways should provide direct access to the street, either individually or for the entire building. Entryways should be architecturally enhanced to compliment the structure.

5. Building massing should respect the surrounding structures and step down at the corners.

Public Art
The Urban Village Specific Plan contains a requirement for Public Art in all new developments with a total construction cost of $250,000 or more or a contribution to a Public Art In-Lieu Fund.

The Applicant stated that they elect to make a contribution to the City’s Public Art InLieu Fund. Condition No. 30 has been added to the Resolution to require the contribution prior to building permit issuance.

Park Fees
In accordance with LHMC Chapter 8.07 and City Council Resolution No. 2018-11-13-3, the proposed project requires the payment of fees for parks, recreation and open space facilities to accommodate the residents of new residential development projects, which create a need for, and demand upon, such facilities. The formula and associated Park Fee amount are provided below:
$15,636 x 250 = $3,909,000
Condition #9 states there is a 90-day period in which the Applicant may protest the fees, dedications, reservations, or exactions imposed on this Project through the Conditions of Approval, commencing from the date of approval of the Project, has begun.

Signs
The Applicant submitted a signage concept plan for review and intends to submit a separate application at a later date for a Master Sign Program (MSP) for the property.

The MSP will incorporate the building identification signage, wayfinding and directional signs, and monument signage for the proposed Project. Condition of Approval No. 25 requires that the Applicant submit an application for Master Sign Program Application for review and approval prior to the issuance of a Certificate of Use and Occupancy.

Item No. 5.5.1
Landscaping/Lighting
The Project proposes a tree-lined frontages along Los Alisos Boulevard and Avenida De La Carlota, shade trees with accent planting around the perimeter of the building in accordance with the streetscape standards in the UVSP and City landscaping requirements. These trees will replace approximately 28 existing Pine trees proposed to be removed due to required grading and/or compromised root structure. All interior trees within Lot 1 are proposed to be removed due to construction of the multi-family structure.

The proposed conceptual landscaping throughout the Project site consists of droughttolerant (low- to medium-water use) plants (Attachment 2, Sheet L-8 and L-9).

Landscaping around the site primarily consists of various trees, shrubs, and groundcover, with limited turf areas. The proposed tree palette includes Australian Willow, Kentia Palm, Flaxleaf Paperbark, Southern Live Oak, Pink Trumpet, and True Green Elm, among others. The shrub palette includes Rosemary, Cleveland Sage, Texas Sage, Foxtail Agave, Jade Plant, Flame Giant Pincushion, among others.

The Project includes two enclosed community courtyards that are accessed from interior of the facility. The amenities within the primary courtyard, located on the second floor of the building, include a fireplace with lounge seating, shaded dining terrace, and swimming pool and spa with cabanas and chairs (Attachment 2, Sheet L-3). The secondary courtyard, located on the first floor, includes a walking path with benches.

Exterior lighting proposed throughout the Project site will use 14-foot tall single-arm light poles along driveways and within communal spaces, 36 inch bollards along walkways, wall-mounted sconces, wall louver lights, and a combination of overhead string lights, pendent lighting, and tree uplighting in the courtyard areas. The interior of the parking structure will be illuminated by ceiling-mounted LED lights (Attachment 2, Sheet L.11).

LHMC Section 9-40.170 (Lighting) requires that all “Exterior lighting shall be shielded or recessed so that direct glare and reflections are contained within the boundaries of the parcel and shall be directed downward and away from adjoining properties and public rights-of-way. No lighting shall blink, flash, or be of unusually high intensity or brightness. All lighting fixtures shall be appropriate in scale, intensity, and height to the use served. Security lighting shall be provided at all entrances/exits.” The two proposed 16-foot-tall lampposts located along the southerly driveway of the Project site, adjacent to single-family homes, are identified on the plans as generating a lighting intensity of between 7.0 – 9.6 footcandles at the property line (Attachment 2, Lighting Plan Sheet 7).

Based on their size, location, orientation, and light output, it appears that these lights

Item No. 5.5.1
will result in glare and light of unusual high intensity and brightness outside of the boundaries of the proposed Project site on or as viewed from the adjoining single-family homes. Recommended Conditions of Approval Nos. 23 and 24 require the Applicant to submit a lighting and photometric plan to the Community Development Director prior to the issuance of a building permit that ensure the requirements LHMC Section 9-40.170 will be met.

Age-Restriction
The Project is an independent senior living facility restricted to residents age 55 and older. Independent living properties do not provide health care or assistance with activities of daily living such as medication, bathing, eating, dressing, toileting and more.

The Project will not provide assisted living (help for daily tasks), memory care (for dementia), and/or skilled nursing (24/7 medical care). The Applicant has stated that this property is to be built and operated as an independent living building and will not operate as a congregate care facility or memory care facility. All units include kitchen facilities that will serve as permanent homes to residents.

State Density Bonus Law
In accordance with State Density Bonus Law (Govt. Code Section 65915-65918), the project has been designed to incorporate waivers from / reductions in the following LHMC development standards:

1. LHMC Section 9-44.060.L (Design standards for parking facilities) requires the minimum distance from a parking stall adjacent to a wall to be 2 ft 5 in. The applicant is proposing a distance of 1 foot between parking stalls which are adjacent to walls within the parking structure.

2. LHMC Section 9-44.110.B (Parking Structure Design Standards) states “The edge of support structure columns shall be located a minimum of two feet and a maximum of four feet from the parking aisle and shall not be located within the area of the parking stall.” The applicant is proposing to locate support structure columns less than two feet from the parking aisle.

3. LHMC Section 9-44.110.E (Parking Structure Design Standards) states “All ramps shall be provided with transition zones at the top and bottom of the ramp. Ramps with a grade of ten percent or less shall have a transition zone at least eight feet in length. Ramps with a grade of greater than ten percent shall have transition zones at least twelve (12) feet in length. The grade of transition zone shall not exceed one-half the grade of the ramp it serves.” The applicant is not providing any transition zones at the top or bottom of the ramps within the proposed parking structure.

4. LHMC Table 9.44.C (Access Design for Parking Locations) requires a minimum

Item No. 5.5.1
driveway throat length of 24 ft. for residential parking structures with over 250 parking spaces and 40 ft. for commercial parking structures with over 250 parking spaces. The applicant is providing a driveway throat length of 10 ft. at the northeast garage entry and 29 ft. at the northwest garage entry.

Housing Element
The proposed Project site is identified as an underutilized site suitable for the development of housing in the City’s General Plan Housing Element Sites Inventory (Site ID No. 116). The Underutilized Sites Analysis on pages H-205 and H-206 of the Housing Element contains the following discussion regarding this site:
“Site 116: 24422 Avenida de la Carlota
This 6.73-acre site is known as Oakbrook Plaza. Existing uses are commercial. According to LoopNet, a commercial broker website, the site is improved with a 119,900-squarefoot, four-story office building constructed in 1983. There are approximately 478 surface parking spaces occupying 85 percent of the site. There is a low as-built FAR of 0.41, where no maximum is prescribed, indicating that the site is underutilized. Lot coverage is 10 percent; however, 70 percent lot coverage is allowed on the site. Online listings (commercialcafe.com) indicate the building occupancy is more than 1/3 vacant.

Buchannan Street Partners, which purchased the site in December 2022, corresponded with City staff prior to and during the purchase process, indicating their plans to add approximately 250 units to the site, while preserving the existing office building.

Buchanan Street Partners has submitted a letter of explanation provided in Appendix C.

There is an opportunity with this site to use all or some of the 6-acre parking lot to develop housing. Because the site may be redeveloped with mixed-uses, the realistic unit yield is calculated at 70 percent of the maximum allowed (50 units per acre) under current zoning, which is consistent to the yield indicated by new owners Buchanan Street Partners.”
Site 116 is listed in Table 48.A (Underutilized Sites, VC Zone) of the Housing Element as an underutilized site suitable for the development of 236 lower income housing units to assist the City in meeting its lower income Regional Housing Needs Allocation (RHNA). It was the City’s expectation that a future project on the site would include units affordable to lower income households. However, the proposed Project does not include any affordable units.

No Net Loss
Pursuant to Government Code section 65863, the City must ensure its Housing Element sites inventory continues to have capacity at all times to accommodate the RHNA by