Laguna Woods City Council
March 16, 2022

Laguna Woods City Council Agenda  03/16/2022 Regular Page 3 of 8 NOVEL CORONAVIRUS (COVID-19) NOTICE
Please exercise caution when attending City Council meetings. If you attend this meeting, please abide by all applicable state and local public health orders.

OPTIONS FOR PUBLIC COMMENTS

1. Attend the meeting in-person.

2. Submit public comments in writing. Written public comments may be submitted via email ([email protected]) or by mail (Laguna Woods City Hall, 24264 El Toro Road, Laguna Woods, CA 92637), provided that they are received by the City prior to 2:00 p.m. on the day of the meeting.

Written public comments may be read or summarized to the City Council at the meeting, and parties submitting comments should be aware that their email addresses and any information submitted may be disclosed or become a matter of public record. No party should expect privacy of such information.

3. Make public comments by telephone. Dial (669) 900-6833. When prompted enter the following meeting ID: 847 9185 0665 followed by pound (#) and the following meeting passcode: 232247 followed by pound (#). When an item you wish to comment on is discussed, press *9 on your telephone to raise your hand. When it is your turn, you will be unmuted and able to speak.

Please note that your telephone number will be visible to the City. No party should expect privacy of such information.

4. Make public comments by computer.
• Visit www.zoom.us
• Click on “Join a Meeting” toward the top right of the webpage • Enter the following meeting ID: 847 9185 0665
• Open the Zoom application following the on-screen prompts • Enter the following meeting password: 232247
• Enter a name and email address as required by Zoom
When an item you wish to comment on is discussed, click on “Raise Hand.” When it is your turn, you will be unmuted and able to speak. Please note that information you enter into Zoom will be visible to the City. No party should expect privacy of such information.

I. CALL TO ORDER
Introductory Note: Members of the public wishing to address the City Council on items appearing on this agenda are advised to indicate their interest in doing so at the time an item is considered by notifying City staff if present in-person, pressing *9 on their telephone if participating by telephone, or clicking on “Raise Hand” if participating by computer via Zoom. Members of the public wishing to address the City Council on items not appearing on this agenda may do so during Item V.

II. ROLL CALL
III. PLEDGE OF ALLEGIANCE
IV. PRESENTATIONS AND CEREMONIAL MATTERS

4.1 City Hall/Public Library Project Update
Recommendation: Receive and file.

V. PUBLIC COMMENTS ON NON-AGENDA ITEMS
About Public Comments on Non-Agenda Items: This is the time and place for members of the public to address the City Council on items not appearing on this agenda. To indicate interest, please notify City staff if present in-person, press *9 on your telephone if participating by telephone, or click on “Raise Hand” if participating by computer via Zoom. Pursuant to state law, the City Council is unable to take action on such items, but may engage in brief discussion, provide direction to City staff, or schedule items for consideration at future meetings.

VI. CONSENT CALENDAR
About the Consent Calendar: All items listed on the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless a member of the City Council, City staff, or member of the public requests that specific items be removed from the Consent Calendar for separate discussion and consideration of action.

6.1 City Council Minutes
Recommendation: Approve the City Council meeting minutes for the regular meeting on February 16, 2022 and the special meeting on March 3, 2022.

6.2 City Treasurer’s Report
Recommendation: Receive and file the City Treasurer’s Report for Laguna Woods City Council Agenda  03/16/2022 Regular Page 5 of 8 the month of February 2022.

6.3 Warrant Register
Recommendation: Approve the warrant register dated March 16, 2022 in the amount of $589,396.30.

6.4 Teleconferencing for Meetings
Recommendation: Adopt a resolution titled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF LAGUNA WOODS, CALIFORNIA, ALLOWING FOR

THE CONTINUED USE OF TELECONFERENCING FOR
MEETINGS DURING THE COVID-19 STATE OF

EMERGENCY, PURSUANT TO CALIFORNIA ASSEMBLY
BILL 361 (2021-2022)

6.5 Tree Pruning and Removal Services
Recommendation: Approve an agreement with West Coast
Arborists, Inc. for tree pruning and removal services and authorize the Mayor to execute the agreement, subject to approval as to form by the City Attorney.

6.6 General Plan Annual Report
Recommendation: Receive and file the General Plan Annual Report covering the 2021 calendar year.

6.7 Road Repair and Accountability Act of 2017 Project List Recommendation: Adopt a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF LAGUNA WOODS, CALIFORNIA, ADOPTING A LIST
OF FISCAL YEAR 2022-23 PROJECTS PROPOSED TO

RECEIVE FUNDING FROM THE ROAD REPAIR AND
ACCOUNTABILITY ACT OF 2017’S LOCAL STREETS

AND ROADS FUNDING PROGRAM (ROAD

MAINTENANCE AND REHABILITATION ACCOUNT), AS

REQUIRED BY CALIFORNIA STREETS AND HIGHWAYS
CODE SECTION 2034(A)(1), AND MAKING RELATED

AUTHORIZATIONS
VII. PUBLIC HEARINGS

7.1 Building, Planning, Encroachment, and Grading Permit Fees Recommendation:

1. Receive staff report.

AND

2. Resume the public hearing that was continued from the regular meeting of the City Council on February 16, 2022.

AND

3. Receive public testimony.

AND

4. Close public hearing.

AND

5. Adopt a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF LAGUNA WOODS, CALIFORNIA, ADOPTING NEW

AND INCREASED OR MODIFIED BUILDING AND

PLANNING SERVICES FEES, AND ENCROACHMENT

AND GRADING PERMIT FEES
VIII. CITY COUNCIL BUSINESS
Laguna Woods City Council Agenda  03/16/2022 Regular Page 7 of 8

8.1 Employee Positions, Compensation, and Benefits
Recommendation:

1. Adopt a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF LAGUNA WOODS, CALIFORNIA, REPEALING
RESOLUTION NOS. 21-19 AND 21-23, AND

ESTABLISHING A COMPENSATION SCHEDULE AND

BENEFITS FOR CITY EMPLOYEES
AND

2. Adopt a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF LAGUNA WOODS, CALIFORNIA, AMENDING THE

AUTHORIZED CITY EMPLOYEE POSITIONS FOR
FISCAL YEAR 2021-22 COMMENCING JULY 1, 2021 AND
ENDING JUNE 30, 2022, AND FISCAL YEAR 2022-23
COMMENCING JULY 1, 2022 AND ENDING JUNE 30,
2023

8.2 City Hall/Public Library Project
Recommendation: Direct the City Manager to remove two of the landscape planters from the design for the new outdoor patio in order to better facilitate future events and programs.

8.3 City Council Meeting Schedule
Recommendation: Schedule an adjourned regular meeting of the City Council to be held at Laguna Woods City Hall, 24264 El Toro Road, Laguna Woods, CA 92637.

8.4 Compensation Equity Guidelines for Public Employees in Orange County
(agendized by Mayor Moore)

Recommendation: Discuss the item.

IX. CITY COUNCIL REPORTS AND COMMENTS
About City Council Reports and Comments: This is the time and place for members of the City Council to provide reports on meetings attended including, but not limited to, meetings of regional boards and entities to which they have been appointed to represent the City and meetings attended at the expense of the City pursuant to California Government Code Section 53232.3. Members of the City Council may also make other comments and announcements.

9.1 Coastal Greenbelt Authority
Mayor Pro Tem Conners; Alternate: Councilmember Tao

9.2 Orange County Fire Authority
Councilmember Hatch

9.3 Orange County Library Advisory Board
Mayor Moore; Alternate: Councilmember Tao

9.4 Orange County Mosquito and Vector Control District
Councilmember Horne

9.5 San Joaquin Hills Transportation Corridor Agency
Mayor Pro Tem Conners; Alternate: Mayor Moore

9.6 South Orange County Watershed Management Area
Mayor Moore; Alternate: Councilmember Hatch

9.7 Other Comments and Reports
X. CLOSED SESSION
XI. CLOSED SESSION REPORT
XII. ADJOURNMENT
Next Regular Meeting: Wednesday, April 20, 2022 at 2 p.m.

Laguna Woods City Hall
24264 El Toro Road, Laguna Woods, California 92637

4.1 CITY HALL/PUBLIC LIBRARY PROJECT UPDATE
(NO REPORT)
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6.0 CONSENT CALENDAR SUMMARY
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ITEM 6.0
CC  03-16-2022 RM Consent Calendar Summary – AR Page 1 of 2 City of Laguna Woods
Agenda Report
TO: Honorable Mayor and City Councilmembers
FROM: Christopher Macon, City Manager
FOR: March 16, 2022 Regular Meeting
SUBJECT: Consent Calendar Summary
Recommendation
Approve all proposed actions on the March 16, 2022 Consent Calendar by single motion and City Council action.

Background
All items listed on the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless a member of the City Council, staff, or the public requests that specific items be removed from the Consent Calendar for separate discussion and consideration of action.

Summary
The March 16, 2022 Consent Calendar contains the following items:

6.1 Approval of the City Council meeting minutes for the regular meeting on February 16, 2022 (Attachment A) and the special meeting on March 3, 2022 (Attachment B).

6.2 Approval of a motion to receive and file the City Treasurer’s Report for the month of February 2022.

6.3 Approval of the warrant register dated March 16, 2022 in the amount of $589,396.30. A list of warrants is included in the agenda packet; detailed ITEM 6.0
Consent Calendar Summary – AR Page 2 of 2 CC  03-16-2022 RM information about individual warrants is available at or from City Hall.

6.4 Adoption of a resolution allowing for the continued use of teleconferencing for meetings during the COVID-19 State of Emergency, pursuant to California Assembly Bill 361 (2021-2022). The proposed resolution includes the findings required by California Government Code Section 54953(e)(3) for meetings to continue to be held via teleconferencing.

6.5 Approval of an agreement with West Coast Arborists, Inc. for tree pruning and removal services and authorization for the Mayor to execute the agreement, subject to approval as to form by the City Attorney. The Request for Proposals (“RFP”) for tree pruning and removal services was released on February 10, 2022 with proposals due by March 4, 2022. Two proposals were received (Great Scott Tree Service and West Coast Arborists). After reviewing both proposals, staff recommends that the City Council award the agreement to West Coast Arborists due to factors including, but not limited to, cost and experience. West Coast Arborists provided tree pruning and removal services to the City from March 1, 2017 to February 28, 2018 and from April 1, 2021 to March 31, 2022. West Coast Arborists provides or has provided similar services for the cities of Anaheim, Fullerton, Huntington Beach, Laguna Hills, Santa Ana, and Tustin.

6.6 Approval of a motion to receive and file the General Plan Annual Report covering the 2021 calendar year. State law requires the City to file a report describing the status of General Plan implementation with the City Council, Governor’s Office of Planning and Research, and California Department of Housing and Community Development no later than April 1 of each year [California Government Code Section 65400(a)(2)]. An electronic version of the Housing Element-related attachments is available at or from City Hall.

6.7 Adoption of a resolution adopting a list of Fiscal Year 2022-23 projects proposed to receive funding from the Road Repair and Accountability Act of 2017’s Local Streets and Roads Funding Program (Road Maintenance and Rehabilitation Account), as required by California Streets and Highways Code Section 2034(A)(1), and making related authorizations. Consistent with the Fiscal Years 2021-32 Capital Improvement Program, the proposed resolution identifies the “Pavement Management Plan Project (Southbound Moulton Parkway between Calle Cortez and South City Limit)” as the Fiscal Year 2022-23 project proposed to receive the specified funding.

6.1 CITY COUNCIL MINUTES
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ITEM 6.1 – Attachment A
February 16, 2022 1 City Council Regular Meeting Minutes

CITY OF LAGUNA WOODS CALIFORNIA

CITY COUNCIL MINUTES

REGULAR MEETING
February 16, 2022
2:00 P.M.

Laguna Woods City Hall
24264 El Toro Road
Laguna Woods, California 92637
I. CALL TO ORDER
Mayor Moore called the Regular Meeting of the City Council of the City of Laguna Woods to order at 2:01 p.m.

II. ROLL CALL
COUNCILMEMBER: PRESENT: Hatch, Horne, Tao, Conners, Moore ABSENT: -
Mayor Moore participated in-person at the meeting location.

All other councilmembers participated via teleconference.

STAFF PRESENT: City Manager Macon, City Attorney Patterson, City Clerk Trippy All staff participated in-person at the meeting location.

III. PLEDGE OF ALLEGIANCE
Captain Walters, Chief of Police Services, Orange County Sheriff’s Department, led the pledge of allegiance.

IV. PRESENTATIONS AND CEREMONIAL MATTERS

4.1 Recognition – Presidents’ Day
Mayor Moore introduced the item.

Councilmembers and staff made comments.

4.2 City Hall/Public Library Project Update
City Manager Macon provided an update and answered related questions.

Councilmembers made comments.

ITEM 6.1 – Attachment A
February 16, 2022 2 City Council Regular Meeting Minutes V. PUBLIC COMMENTS ON NON-AGENDA ITEMS – None
VI. CONSENT CALENDAR
Mayor Pro Tem Conners requested a brief explanation of Item 6.5.

City Manager Macon provided information regarding Item 6.5.

Mayor Pro Tem Conners commented on Item 6.5.

Moved by Mayor Pro Tem Conners, seconded by Councilmember Hatch, and carried unanimously on a 5-0 vote, to approve Consent Calendar items 6.1 – 6.6. This vote was conducted by roll call.

6.1 City Council Minutes
Approved the City Council meeting minutes for the regular meeting on January 19, 2022 and the adjourned regular meeting on February 9, 2022.

6.2 City Treasurer’s Report
Received and filed the City Treasurer’s Report for the month of January 2022.

6.3 Warrant Register
Approved the warrant register dated February 16, 2022 in the amount of $591,247.09.

6.4 Teleconferencing for Meetings
Adopted a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, ALLOWING FOR THE CONTINUED USE OF
TELECONFERENCING FOR MEETINGS DURING THE COVID-19

STATE OF EMERGENCY, PURSUANT TO CALIFORNIA ASSEMBLY
BILL 361 (2021-2022)

6.5 Edible Food Recovery Program Services
Approved an assignment agreement assigning the existing agreement with OneOC for edible food recovery program services to Abound Food Care and authorized the Mayor to execute the assignment agreement, subject to approval as to form by the City Attorney.

6.6 Surveillance Camera Use at City Facilities Policy
Adopted a resolution titled:

ITEM 6.1 – Attachment A
February 16, 2022 3 City Council Regular Meeting Minutes

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA
WOODS, CALIFORNIA, ADOPTING ADMINISTRATIVE POLICY 3.5

PERTAINING TO SURVEILLANCE CAMERA USE AT CITY

FACILITIES
VII. PUBLIC HEARINGS

7.1 Building, Planning, Encroachment, and Grading Permit Fees City Manager Macon made comments.

Mayor Moore opened the public hearing.

There was no public testimony.

Mayor Moore made comments.

Moved by Mayor Pro Tem Conners, seconded by Councilmember Horne, and carried unanimously on a 5-0 vote, to continue the public hearing to the regular meeting of the City Council on March 16, 2022 at 2 p.m. at Laguna Woods City Hall, 24264 El Toro Road, Laguna Woods, California 92637. This vote was conducted by roll call.

VIII. CITY COUNCIL BUSINESS

8.1 Southern California Association of Governments’ 2022 General Assembly Delegate and Alternate Delegate
Mayor Moore introduced the item.

Councilmembers discussed the item and staff answered related questions.

Moved by Councilmember Hatch, seconded by Mayor Pro Tem Conners, and carried unanimously on a 5-0 vote, to appoint Mayor Moore as the delegate and Councilmember Tao as the alternate at the Southern California Association of Governments’ 2022 General Assembly. This vote was conducted by roll call.

8.2 Threat of Fentanyl
(agendized by Mayor Moore)
City Manager Macon introduced the item.

Captain Walters, Chief of Police Services, Orange County Sheriff’s Department, made comments.

Councilmembers discussed the item and staff and Chief of Police Services Walters answered related questions.

ITEM 6.1 – Attachment A
February 16, 2022 4 City Council Regular Meeting Minutes Moved by Mayor Pro Tem Conners, seconded by Councilmember Hatch, and carried unanimously on a 5-0 vote, to adopt a resolution titled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, SUPPORTING LAW ENFORCEMENT

EFFORTS TO ELIMINATE THE THREAT OF FENTANYL
with Section 1 of the resolution revised to read, “The City Council joins with Orange County law enforcement in committing to eliminate the threat of fentanyl to our community, including efforts to outlaw the illicit use of fentanyl.” This vote was conducted by roll call.

IX. CITY COUNCIL REPORTS AND COMMENTS

9.1 Coastal Greenbelt Authority
Mayor Pro Tem Conners stated that there had been no meeting since the last meeting.

Mayor Moore commented on insuring and protecting buildings from wildfires.

Mayor Pro Tem Conners and Mayor Moore briefly responded on each other’s comments.

9.2 Orange County Fire Authority
Councilmember Hatch provided a report.

At Mayor Pro Tem Conners’ request, Councilmember Hatch reported on a recent fire in Laguna Beach.

Councilmember Hatch responded to a question from Mayor Moore.

9.3 Orange County Library Advisory Board
Mayor Moore asked about the meeting’s sound quality.

Mayor Moore stated that there had been no meeting since the last meeting.

9.4 Orange County Mosquito and Vector Control District
Councilmember Horne provided a report and shared a PowerPoint presentation from the Orange County Mosquito and Vector Control District for Laguna Woods.

9.5 San Joaquin Hills Transportation Corridor Agency
Mayor Pro Tem Conners provided a report.

ITEM 6.1 – Attachment A
February 16, 2022 5 City Council Regular Meeting Minutes

9.6 South Orange County Watershed Management Area
Mayor Moore reported on two water-related meetings that she attended earlier in the day.

9.7 Other Comments and Reports
Councilmember Horne reported on the California Senior Legislature.

Councilmember Horne and City Attorney Patterson responded to a question from Mayor Moore related to Councilmember Horne’s report.

X. CLOSED SESSION – None
XI. CLOSED SESSION REPORT – None
XII. ADJOURNMENT
The meeting was adjourned at 3:35 p.m. The next regular meeting will be at 2:00 p.m. on Wednesday, March 16, 2022 at Laguna Woods City Hall, 24264 El Toro Road, Laguna Woods, CA 92637.
__________________________________
YOLIE TRIPPY, CMC, City Clerk
Approved: March 16, 2022
__________________________________
CAROL MOORE, Mayor
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ITEM 6.1 – Attachment B
March 3, 2022 1 City Council Special Meeting Minutes

CITY OF LAGUNA WOODS CALIFORNIA

CITY COUNCIL MINUTES

SPECIAL MEETING
March 3, 2022
12:00 P.M.

Laguna Woods City Hall
24264 El Toro Road
Laguna Woods, California 92637

I. CALL TO ORDER
Mayor Moore called the Special Meeting of the City Council of the City of Laguna Woods to order at 12:00 p.m.

II. ROLL CALL
COUNCILMEMBER: PRESENT: Hatch, Horne, Tao, Conners, Moore ABSENT: -
All councilmembers participated via teleconference.

STAFF PRESENT: City Manager Macon, City Attorney Patterson, City Clerk Trippy City Manager Macon and City Clerk Trippy participated in-person at the meeting location.

City Attorney Patterson participated via teleconference.

III. PLEDGE OF ALLEGIANCE
Mayor Pro Tem Conners led the pledge of allegiance.

IV. PUBLIC COMMENTS ON NON-AGENDA ITEMS – None
V. CLOSED SESSION
Prior to convening in closed session, an opportunity was provided for public comments on items appearing on the closed session agenda. No public comments were received.

5.1 The City Council met in closed session under the authority of California Government Code sections 54956.9(d)(2) and (e)(1) to discuss significant exposure to litigation in one case.

The City Council convened in closed session at 12:03 p.m.

VI. CLOSED SESSION REPORT
ITEM 6.1 – Attachment B
March 3, 2022 2 City Council Special Meeting Minutes
The City Council reconvened in open session at 1:29 p.m. with Councilmember Horne absent.

City Attorney Patterson stated that there was no reportable action.

VII. ADJOURNMENT
The meeting was adjourned at 1:29 p.m. The next regular meeting will be at 2:00 p.m. on Wednesday, March 16, 2022 at Laguna Woods City Hall, 24264 El Toro Road, Laguna Woods, CA 92637.
__________________________________
YOLIE TRIPPY, CMC, City Clerk
Approved: March 16, 2022
__________________________________
CAROL MOORE, Mayor

6.2 CITY TREASURER’S REPORT
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6.3 WARRANT REGISTER
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6.4 TELECONFERENCING FOR MEETINGS
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ITEM 6.4
R 22-XX 1 XX-XX-2022
RESOLUTION NO. 22-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, ALLOWING FOR THE CONTINUED USE OF
TELECONFERENCING FOR MEETINGS DURING THE COVID-19

STATE OF EMERGENCY, PURSUANT TO CALIFORNIA ASSEMBLY
BILL 361 (2021-2022)
WHEREAS, on February 26, 2020, the County of Orange Health Officer declared a Local Health Emergency and the Chairwoman of the Board of Supervisors, acting as the Chair of Emergency Management Council, proclaimed a Local Emergency finding that the imminent and proximate threat to public health from the introduction of COVID-19 created conditions of extreme peril to the safety of persons and property within the territorial limits of Orange County; and WHEREAS, on March 2, 2020, the Orange County Board of Supervisors adopted resolutions No. 20-011 and 20-012 ratifying the Local Health Emergency and Local Emergency, referenced above; and
WHEREAS, on March 4, 2020, the Governor of the State of California proclaimed a State of Emergency in response to COVID-19, pursuant to Section 8625 of the California Emergency Services Act (Article 1 [commencing with Section 8550] of Chapter 7 of Division 1 of Title 2); and WHEREAS, on March 11, 2020 the World Health Organization publicly characterized COVID-19 as a pandemic; and
WHEREAS, on March 13, 2020, the President of the United States declared a National Emergency due to the spread and the effects of COVID-19; and WHEREAS, the State of California (California Department of Industrial Relation’s Division of Occupational Safety and Health’s Revised COVID-19 Prevention Emergency Temporary Standards effective January 14, 2022) and County of Orange Health Officer (Orders and Strong Recommendations revised January 14, 2022) continue to impose or recommend measures to promote social distancing; and
WHEREAS, on March 17, 2020, the Governor of the State of California issued Executive Order N-29-20 that, in an effort to confront and contain COVID19, suspended certain provisions of the Ralph M. Brown Act providing local ITEM 6.4
R 22-XX 2 XX-XX-2022
agencies with greater flexibility to hold meetings via teleconferencing; and WHEREAS, on September 16, 2021, the Governor of the State of California signed Assembly Bill 361 (2020-2022) (“AB 361”) amending the Ralph M. Brown Act providing local agencies with greater flexibility to hold meetings via teleconferencing during a proclaimed state of emergency when: (1) state or local officials have imposed or recommended measures to promote social distancing and/or (2) the legislative body of the local agency has determined, by majority vote, that, as a result of the emergency, meeting in person would present imminent risks to the health or safety of attendees (California Government Code Section 54953(e)(1)); and
WHEREAS, AB 361 was chaptered into law as an urgency statute with its effectiveness waived until October 1, 2021, subject to the Governor of the State of California’s Executive Order N-15-21 dated September 20, 2021; and WHEREAS, in order to continue holding meetings via teleconferencing, AB 361 requires the legislative body of a local agency to periodically make the findings set forth in California Government Code Section 54953(e)(3).

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

WOODS, DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. The above recitals are true and correct.

SECTION 2. The City Council does hereby find the following:
(A) A state of emergency has been proclaimed pursuant to Section 8625 of the California Emergency Services Act (Article 1 [commencing with Section 8550] of Chapter 7 of Division 1 of Title 2); and
(B) The City Council has reconsidered the circumstances of the state of emergency; and
(C) The state of emergency continues to directly impact the ability of the members of the City Council to meet safely in person; and (D) State and local officials continue to impose or recommend measures to promote social distancing.

ITEM 6.4
R 22-XX 3 XX-XX-2022
SECTION 3. The Mayor shall sign this resolution and the City Clerk shall attest and certify to the passage and adoption thereof.

PASSED, APPROVED AND ADOPTED on this XX day of XX 2022. _______________________________
CAROL MOORE, Mayor
ATTEST:
________________________________
YOLIE TRIPPY, CMC, City Clerk

STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF LAGUNA WOODS )
I, YOLIE TRIPPY, City Clerk of the City of Laguna Woods, do HEREBY CERTIFY that the foregoing Resolution No. 22-XX was duly adopted by the City Council of the City of Laguna Woods at a regular meeting thereof, held on the XX day of XX 2022, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
_________________________________
YOLIE TRIPPY, CMC, City Clerk
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6.5 TREE PRUNING AND REMOVAL SERVICES
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ITEM 6.5

AGREEMENT FOR CONSULTANT SERVICES

BETWEEN THE

CITY OF LAGUNA WOODS
AND
WEST COAST ARBORISTS, INC.

FOR TREE PRUNING AND REMOVAL SERVICES
This AGREEMENT FOR CONSULTANT SERVICES ("AGREEMENT"), is made and entered into this _____ day of _______________ 2022 ("EFFECTIVE DATE"), by and among the City of Laguna Woods, a California municipal corporation ("CITY"), and West Coast Arborists, Inc. ("CONSULTANT").

In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

SECTION 1. TERM OF AGREEMENT.

Subject to the provisions of SECTION 17 "TERMINATION OF AGREEMENT" of this AGREEMENT, the term of this AGREEMENT shall be for a period beginning on April 1, 2022 and ending at 11:59 p.m. on March 31, 2023. Such term may be extended upon written agreement of both parties to this AGREEMENT.

SECTION 2. SCOPE OF SERVICES.

CONSULTANT shall perform the services set forth in EXHIBIT "A" "SCOPE OF SERVICES" and made a part of this AGREEMENT. All work to be performed by CONSULTANT shall be coordinated with, and approved by City Manager of CITY or his or her designee. CONSULTANT shall not begin work on any individual task or assignment until authorized by the City Manager of CITY or his or her designee to proceed.

SECTION 3. ADDITIONAL SERVICES.

CONSULTANT shall not be compensated for any services rendered in connection with its performance of this AGREEMENT which are in addition to or outside of those set forth in this AGREEMENT or listed in EXHIBIT "A" "SCOPE OF SERVICES", unless such additional services are authorized in advance and in writing by the City Council or the City Manager of CITY or his or her designee. CONSULTANT shall be compensated for any such additional services only in the amounts and in the manner agreed to by the City Council or City Manager of CITY or his or her designee.

SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this AGREEMENT, CITY agrees to pay CONSULTANT the amounts specified in EXHIBIT "B" "COMPENSATION" and made a part of this AGREEMENT. CONSULTANT shall perform work only as requested by CITY. This ITEM 6.5

AGREEMENT does not state, convey, imply, or infer a specific, minimum or expected amount of work or compensation for as needed services or reimbursables. Compensation for services shall not exceed the amounts specified in EXHIBIT "B" "COMPENSATION". (b) No later than the 15th of each month CONSULTANT shall furnish to CITY an original invoice for all work performed and expenses incurred during the preceding month. The invoice shall detail charges by the categories required by CITY, which are subject to change at the discretion of CITY. CITY shall independently review each invoice submitted by the CONSULTANT to determine whether the work performed and expenses incurred are in compliance with the provisions of this AGREEMENT. In the event that no charges or expenses are disputed, the invoice shall be approved and paid according to the terms set forth in subsection (c). In the event that any charges or expenses are disputed by CITY, the original invoice shall be returned by CITY to CONSULTANT for correction and resubmission. (c) Except as to any charges for work performed or expenses incurred by CONSULTANT which are disputed by CITY, CITY will use its best efforts to cause CONSULTANT to be paid within thirty (30) days of receipt of CONSULTANT's invoice. (d) Payment to CONSULTANT for work performed pursuant to this AGREEMENT shall not be deemed to waive any defects in work performed by CONSULTANT, nor to constitute any waiver of any type of relief or remedy, legal or equitable, arising out of any breach or nonperformance of any aspect of the AGREEMENT by CONSULTANT.

SECTION 5. INSPECTION AND FINAL ACCEPTANCE.

CITY may inspect and accept or reject any of CONSULTANT's work under this AGREEMENT, either during performance or when completed. CITY shall reject or finally accept CONSULTANT's work in its discretion within sixty (60) days after submitted to CITY.

Any rejection of work by CITY shall be by written explanation. Acceptance of any of CONSULTANT's work by CITY shall not constitute a waiver of any of the provisions of this AGREEMENT including, but not limited to, SECTIONS 13 and 14 of this AGREEMENT, pertaining to indemnification and insurance, respectively.

SECTION 6. OWNERSHIP OF DOCUMENTS.

All original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files, and other documents prepared, developed or discovered by CONSULTANT in the course of providing any services pursuant to this AGREEMENT shall become the sole property of CITY and may be used, reused or otherwise disposed of by CITY without the permission of the CONSULTANT. Upon completion, expiration or termination of this AGREEMENT, CONSULTANT shall turn over to CITY all such original maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer files, files and other documents, notwithstanding any billing or compensation disputes that may then exist between CITY and CONSULTANT.

ITEM 6.5

SECTION 7. CONSULTANT'S BOOKS AND RECORDS.
(a) CONSULTANT shall maintain any and all documents and records demonstrating or relating to CONSULTANT's and any of CONSULTANT's subcontractors' performance of services pursuant to this AGREEMENT. CONSULTANT shall maintain any and all drafts of studies or planning documents, correspondence, notices, ledgers, books of account, invoices, vouchers, canceled checks, or other documents or records evidencing or relating to work, services, expenditures and disbursements charged to CITY pursuant to this AGREEMENT. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by CONSULTANT pursuant to this AGREEMENT. Any and all such documents or records shall be maintained for five (5) years from the end of the term of this AGREEMENT and to the extent required by laws relating to audits of public agencies and their expenditures.
(b) Any and all records or documents required to be maintained pursuant to this section shall be made available for inspection, audit, and copying, at any time during regular business hours, upon written request by CITY, Federal government, State of California, or their designated representatives. Copies of such documents or records shall be provided directly to the requesting party for inspection, audit, and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at CONSULTANT's address indicated for receipt of notices in this AGREEMENT. (c) Where CITY has reason to believe that any of the documents or records required to be maintained pursuant to this section may be lost or discarded due to dissolution or termination of CONSULTANT's business, CITY may, by written request, require that custody of such documents or records be given to the requesting party and that such documents and records be maintained by the requesting party. Access to such documents and records shall be granted to CITY, as well as to its successors-in-interest and authorized representatives. (d) CONSULTANT shall prepare and submit to CITY reports concerning the performance of the work in this AGREEMENT as CITY shall require.

SECTION 8. STATUS OF CONSULTANT.
(a) CONSULTANT is and shall at all times remain a wholly independent contractor and not an officer, official, employee or agent of CITY. CONSULTANT shall have no authority to bind CITY in any manner, nor to incur any obligation, debt, or liability of any kind on behalf of or against CITY, whether by contract or otherwise, unless such authority is expressly conferred under this AGREEMENT or is otherwise expressly conferred in writing by CITY. (b) 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 elected or appointed boards, officers, officials, employees or agents of CITY, shall have control over the conduct of CONSULTANT or any of CONSULTANT's ITEM 6.5

officers, officials, employees or agents, except as set forth in this AGREEMENT.

CONSULTANT shall not at any time or in any manner represent that CONSULTANT or any of CONSULTANT's officers, officials, employees or agents is in any manner officials, officers, employees or agents of CITY.
(c) CONSULTANT shall: (i) recruit, screen, interview, and assign its employees (the "ASSIGNED EMPLOYEES") to perform the work described in EXHIBIT "A" for CITY at the location(s) specified in EXHIBIT "A"; (ii) pay ASSIGNED EMPLOYEES wages and provide other benefits required by law, including sick and family medical leave, and any other benefits as CONSULTANT deems appropriate; (iii) pay, withhold, and transmit payroll taxes, provide unemployment insurance and workers' compensation in an amount no less than required by law, and handle workers' compensation and unemployment claims involving ASSIGNED EMPLOYEES; (iv) ensure ASSIGNED EMPLOYEES are legally authorized to work in the United States; and, (v) have sole responsibility for providing and will provide necessary health coverage to ASSIGNED EMPLOYEES under the Affordable Care Act’s ("ACA") employer mandate and its implementing regulations. CONSULTANT represents and warrants that it will comply with all laws, including the ACA, in doing so.
(d) CONSULTANT shall not use any independent contractors to perform the services described in EXHIBIT "A" on CONSULTANT’s behalf unless approved in writing by CITY in advance.
(e) CONSULTANT represents that: (i) it is solely responsible for all required training of ASSIGNED EMPLOYEES under federal, state, and local laws, including those regarding antiharassment, anti-retaliation, anti-discrimination, workplace safety training, and any other applicable laws; (ii) it has, and during the term of this AGREEMENT shall maintain, antiharassment, anti-retaliation, and anti-discrimination policies, and appropriate complaint procedures in place; (iii) it is solely responsible for the supervision of ASSIGNED EMPLOYEES; (iv) it is solely responsible for all pre-employment screening and testing of ASSIGNED EMPLOYEES, as may be required or allowed by law, including Form I-9 verification, criminal background checks, industry-specific checks, other background checks, and related recordkeeping; and, (v) it is solely responsible for performance managing, disciplining, and terminating its ASSIGNED EMPLOYEES.
(f) Neither CONSULTANT, nor any of CONSULTANT's officers, officials, employees, or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to CITY'S employees. CONSULTANT expressly waives any claim CONSULTANT may have to any such rights.
(g) This AGREEMENT shall in no way prohibit the CITY from entering into other agreements or contracts, hiring staff or making other such arrangements with other persons and/or entities relative to the services set forth in EXHIBIT "A" "SCOPE OF SERVICES".

SECTION 9. STANDARD OF PERFORMANCE.

ITEM 6.5

CONSULTANT represents and warrants that it has the qualifications, experience, personnel, and facilities necessary to properly perform the services required under this AGREEMENT in a thorough, competent, and professional manner. CONSULTANT shall at all times faithfully, competently and to the best of its ability, experience, and talent, perform all services described herein. In meeting its obligations under this AGREEMENT, CONSULTANT shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of CONSULTANT under this AGREEMENT.

SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES.
(a) CONSULTANT shall keep itself informed of and comply with all applicable federal, state and local laws, statutes, codes, ordinances, regulations and rules in effect during the term of this AGREEMENT, including but not limited to regulations and rules pertaining to any grant awards or third-party funding with which this AGREEMENT is funded in whole or in part.

CONSULTANT shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this AGREEMENT. CITY shall not be responsible for monitoring CONSULTANT’s compliance with federal, state, and local laws, statutes, codes, ordinances, or regulations. Neither CITY, nor any elected or appointed boards, officers, officials, employees or agents of CITY, shall be liable, at law or in equity, as a result of any failure of CONSULTANT to comply with this section.
(b) CONSULTANT shall not be debarred, suspended, or otherwise excluded from or ineligible for participation in federal assistance programs, or from receiving Federal contracts, subcontracts, or financial or nonfinancial assistance or benefits, under Executive Order 12549, “Debarment and Suspension” (24 CFR 85.35) or other Federal laws, statutes, codes, ordinances, regulations or rules, at any time during the term of this AGREEMENT. (c) CONSULTANT shall not discriminate, in any way, against any person on the basis of race, religion, creed, color, national origin, ancestry, physical or mental disability, medical condition, pregnancy, childbirth or related medical conditions, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, military or veteran status, sex, age over 40 years, or any other basis protected by applicable federal, state, or local law, including association with individuals with one or more of these protected characteristics or perception that an individual has one or more of these protected characteristics in connection with or related to the performance of this AGREEMENT.
(d) CONSULTANT affirms and agrees that for purposes of all statutory and regulatory requirements for employee leaves of absence, including the Family and Medical Leave Act and any similar state or local law, CONSULTANT shall comply with any such requirements and CITY shall cooperate with CONSULTANT’s compliance.
(e) CONSULTANT has sole responsibility for providing, and will provide, the necessary health coverage to ASSIGNED EMPLOYEES under the ACA employer mandate and ITEM 6.5

its implementing regulations. CONSULTANT represents and warrants that it will comply with all laws, including the ACA, in doing so.
(f) Upon reasonable written notice to CONSULTANT, CITY may inspect CONSULTANT’s records to verify CONSULTANT’s compliance with this AGREEMENT.

SECTION 11. CONFLICTS OF INTEREST.
(a) CONSULTANT covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of CITY or which would in any way hinder CONSULTANT's performance of services under this AGREEMENT. CONSULTANT further covenants that in the performance of this AGREEMENT, no person having any such interest shall be employed by it as an officer, official, employee, agent, or subcontractor without the express written consent of the City Manager of CITY or his or her designee. CONSULTANT agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of CITY in the performance of this AGREEMENT.
(b) CITY understands and acknowledges that CONSULTANT is, as of the date of execution of this AGREEMENT, independently involved in the performance of non-related services for other governmental agencies and private parties. CONSULTANT is unaware of any stated position of CITY relative to such projects. Any future position of CITY on such projects shall not be considered a conflict of interest for purposes of this section.

SECTION 12. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION. (a) All information gained or work product produced by CONSULTANT in performance of this AGREEMENT shall be considered confidential, unless such information is in the public domain or already known to CONSULTANT. CONSULTANT shall not release or disclose any such information or work product to persons or entities other than CITY without prior written authorization from the City Manager of CITY or his or her designee, except as may be required by law.
(b) CONSULTANT, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the City Manager of CITY or his or her designee or unless requested by the City Attorney of CITY, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this AGREEMENT. Response to a subpoena or court order shall not be considered "voluntary" provided CONSULTANT gives CITY notice of such court order or subpoena.
(c) If CONSULTANT, or any officer, employee, agent or subcontractor of CONSULTANT, provides any information or work product in violation of this AGREEMENT, then CITY shall have the right to reimbursement and indemnity from CONSULTANT for any damages, costs and fees, including attorneys' fees, caused by or incurred as a result of ITEM 6.5

CONSULTANT's conduct.
(d) CONSULTANT shall promptly notify CITY should CONSULTANT, its officers, officials, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this AGREEMENT or the work performed thereunder. CITY retains the right, but has no obligation, to represent CONSULTANT or be present at any deposition, hearing, or similar proceeding.

CONSULTANT agrees to cooperate fully with CITY and to provide CITY with the opportunity to review any response to discovery requests provided by CONSULTANT. However, this right to review any such response does not imply or mean the right by CITY to control, direct, or rewrite said response.

SECTION 13. INDEMNIFICATION.
(a) CITY and its respective elected and appointed boards, officials, officers, agents, employees and volunteers (individually and collectively, "INDEMNITEES") shall have no liability to CONSULTANT or any other person for, and CONSULTANT shall indemnify, defend and hold harmless INDEMNITEES from and against, any and all liabilities, claims, actions, causes of action, proceedings, suits, damages, judgments, liens, levies, costs and expenses of whatever nature, including reasonable attorneys' fees and disbursements (collectively "CLAIMS"), which INDEMNITEES may suffer or incur or to which INDEMNITEES may become subject by reason of or arising out of any injury to or death of any person(s), damage to property, loss of use of property, economic loss or otherwise occurring as a result of the CONSULTANT's performance of or failure to perform any services under this AGREEMENT or by the negligent or willful acts or omissions of CONSULTANT, its agents, officers, directors, subcontractors or employees, committed in performing any of the services under this AGREEMENT, including without limitation CONSULTANT's breach of any representation, warranty or obligations of CONSULTANT set for in this AGREEMENT, including but not limited to those set forth in SECTIONS 8, 9 and 10. (b) If any action or proceeding is brought against INDEMNITEES by reason of any of the matters against which CONSULTANT has agreed to indemnify INDEMNITEES as provided above, CONSULTANT, upon notice from CITY, shall defend INDEMNITEES at CONSULTANT's expense by counsel acceptable to CITY, such acceptance not to be unreasonably withheld. INDEMNITEES need not have first paid for any of the matters to which INDEMNITEES are entitled to indemnification in order to be so indemnified. The insurance required to be maintained by CONSULTANT under SECTION 14 "INSURANCE" of this AGREEMENT shall insure CONSULTANT's obligations under this section, but the limits of such insurance shall not limit the liability of CONSULTANT hereunder. The provisions of this section shall survive the expiration or earlier termination of this AGREEMENT. (c) The provisions of this section do not apply to CLAIMS occurring as a result of the CITY's sole negligence or willful acts or omissions.

ITEM 6.5

SECTION 14. INSURANCE.

CONSULTANT agrees to obtain and maintain in full force and effect during the term of this AGREEMENT the insurance policies set forth in EXHIBIT "C" "INSURANCE" and made a part of this AGREEMENT. All insurance policies shall be subject to approval by CITY as to form and content. These requirements are subject to amendment or waiver if so approved in writing by the City Manager of CITY or his or her designee. CONSULTANT agrees to provide CITY with copies of required policies upon request.

SECTION 15. ASSIGNMENT.

The expertise and experience of CONSULTANT are material considerations for this AGREEMENT. CITY has an interest in the qualifications of and capability of the persons and entities who will fulfill the duties and obligations imposed upon CONSULTANT under this AGREEMENT. In recognition of that interest, CONSULTANT shall not assign or transfer this Agreement or any portion of this AGREEMENT or the performance of any of CONSULTANT's duties or obligations under this AGREEMENT without the prior written consent of the City Council. Any attempted assignment shall be ineffective, null and void, and shall constitute a material breach of this AGREEMENT entitling CITY to any and all remedies at law or in equity, including summary termination of this AGREEMENT. CITY acknowledges, however, that CONSULTANT, in the performance of its duties pursuant to this AGREEMENT, may utilize subcontractors. CONSULTANT shall be solely liable and responsible for the actions, conduct, and performance of subcontractors, including but not limited to ensuring their compliance with SECTION 10 "COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND LICENSES" of this AGREEMENT.

SECTION 16. CONTINUITY OF ASSIGNED EMPLOYEES.

CONSULTANT shall make every reasonable effort to maintain the stability and continuity of CONSULTANT's ASSIGNED EMPLOYEES. CONSULTANT shall obtain approval, in writing, from CITY of any changes in CONSULTANT's ASSIGNED EMPLOYEES, prior to any such performance.

SECTION 17. TERMINATION OF AGREEMENT.
(a) CITY may terminate this AGREEMENT, with or without cause, at any time by giving thirty (30) days written notice of termination to CONSULTANT. In the event such notice is given, CITY may require CONSULTANT to cease immediately all work in progress. (b) CONSULTANT may terminate this AGREEMENT at any time upon sixty (60) days written notice of termination to CITY. In the event such notice is given, CITY may require CONSULTANT to cease immediately all work in progress.
(c) If CONSULTANT fails to perform any material obligation under this AGREEMENT, then, in addition to any other remedies, CITY may terminate this AGREEMENT immediately upon written notice.

ITEM 6.5

(d) Upon termination of this AGREEMENT by either CONSULTANT or CITY, all property belonging exclusively to CITY which is in CONSULTANT's possession shall be returned to CITY immediately upon demand by CITY, notwithstanding any billing disputes that may then exist under this AGREEMENT. CONSULTANT shall furnish to CITY a final invoice for work performed and expenses incurred by CONSULTANT, prepared as set forth in SECTION 4 "COMPENSATION AND METHOD OF PAYMENT" of this AGREEMENT.

This final invoice shall be reviewed and paid in the same manner as set forth in SECTION 4 of this AGREEMENT.

SECTION 18. DEFAULT.

In the event that CONSULTANT is in default under the terms of this AGREEMENT, the CITY shall not have any obligation or duty to continue compensating CONSULTANT for any work performed after the date of default and may terminate this AGREEMENT immediately by written notice to the CONSULTANT.

SECTION 19. EXCUSABLE DELAYS.

CONSULTANT shall not be liable for damages, including liquidated damages, if any, caused by delay in performance or failure to perform due to causes beyond the control of CONSULTANT. Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal, state, or local governments, court orders, fires, floods, epidemics, strikes, embargoes, and unusually severe weather. The term and price of this AGREEMENT shall be equitably adjusted for any delays due to such causes.

SECTION 20. COOPERATION BY CITY.

All public information, data, reports, records, and maps as are existing and available to CITY as public records, and which are necessary for carrying out the work as outlined in the EXHIBIT "A" "SCOPE OF SERVICES", shall be furnished to CONSULTANT in a reasonable way to facilitate, without undue delay, the work to be performed under this AGREEMENT.

SECTION 21. NOTICES.

All notices required or permitted to be given under this AGREEMENT shall be in writing and shall be personally delivered, or sent by telecopy or certified mail, postage prepaid and return receipt requested, addressed as follows:

To CITY: City of Laguna Woods
Attn: City Manager
24264 El Toro Road
Laguna Woods, CA 92637
To CONSULTANT: West Coast Arborists, Inc.

ATTN: President
2200 E. Via Burton Street
Anaheim, CA 92806
ITEM 6.5

Notice shall be deemed effective on the date personally delivered or transmitted by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States Postal Service.

SECTION 22. AUTHORITY TO EXECUTE.

The person or persons executing this AGREEMENT on behalf of CONSULTANT represents and warrants that he/she/they has/have the authority to so execute this AGREEMENT and to bind CONSULTANT to the performance of its obligations hereunder.

SECTION 23. BINDING EFFECT.

This AGREEMENT shall be binding upon the heirs, executors, administrators, successors and assigns of the parties.

SECTION 24. MODIFICATION OF AGREEMENT.

No amendment to or modification of this AGREEMENT shall be valid unless made in writing and approved by the CONSULTANT and by the City Council or City Manager of CITY.

The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

SECTION 25. WAIVER.

Waiver by any party to this AGREEMENT of any term, condition, or covenant of this AGREEMENT shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this AGREEMENT shall not constitute a waiver of any other provision, nor a waiver of any subsequent breach or violation of any provision of this AGREEMENT. Acceptance by CITY of any work or services by CONSULTANT shall not constitute a waiver of any of the provisions of this AGREEMENT.

SECTION 26. LAW TO GOVERN; VENUE.

This AGREEMENT shall be interpreted, construed, and governed according to the laws of the State of California. In the event of litigation between the parties, venue in state trial courts shall lie exclusively in the County of Orange. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the District of California in which CITY is located.

SECTION 27. ATTORNEYS FEES, COSTS, AND EXPENSES.

In the event litigation or other proceeding is required to enforce or interpret any provision of this AGREEMENT, the prevailing party in such litigation or other proceeding shall be entitled to an award of reasonable attorneys' fees, costs and expenses, in addition to any other relief to which it may be entitled.

SECTION 28. ENTIRE AGREEMENT.

ITEM 6.5

This AGREEMENT, including the attached EXHIBITS "A" through "C", is the entire, complete, final and exclusive expression of the parties with respect to the matters addressed therein and supersedes all other agreements or understandings, whether oral or written, or entered into between CONSULTANT and CITY prior to the execution of this AGREEMENT.

No statements, representations or other agreements, whether oral or written, made by any party which is not embodied herein shall be valid and binding. No amendment to this AGREEMENT shall be valid and binding unless in writing duly executed by the parties or their authorized representatives.

SECTION 29. SEVERABILITY.

If a term, condition, or covenant of this AGREEMENT is declared or determined by any court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions of this AGREEMENT shall not be affected thereby and the AGREEMENT shall be read and construed without the invalid, void, or unenforceable provision(s).

SECTION 30. NO THIRD-PARTY BENEFICIARIES.

This AGREEMENT, its provisions, and its covenants, are for the sole and exclusive benefit of CITY and CONSULTANT. No other parties or entities are intended to be, nor shall be considered, beneficiaries of the performance by either party of any of the obligations under this AGREEMENT.

IN WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be executed the day and year first above written.

CITY OF LAGUNA WOODS:

Carol Moore, Mayor
CONSULTANT:

Patrick Mahoney, President
Approved as to Form:

Alisha Patterson, City Attorney
ITEM 6.5
EXHIBIT "A"

SCOPE OF SERVICES
CONSULTANT shall perform and complete tree pruning and removal services by providing all labor, tools, equipment, materials, and supplies necessary to complete work in a professional, thorough, and timely manner, in accordance with standards and specifications as contained in this “Scope of Services” and this AGREEMENT.

Prevailing Wage

ALL SERVICES PERFORMED BY CONSULTANT UNDER THIS AGREEMENT ARE SUBJECT TO PREVAILING WAGE. In accordance with the provisions of Section 1770 et seq., of the Labor Code, the Director of Industrial Relations of the State of California has determined the general prevailing rate of wages applicable to the work to be done.

CONSULTANT shall pay to all persons employed on the project by CONSULTANT sums not less than the sums set forth in the documents entitled “General Prevailing Wage Determination made by the Director of Industrial Relations pursuant to California Labor Code, Part 7, Chapter 1, Article 2, Sections 1770,1773,17733.1”.

California Department of Industrial Relations
CONSULTANT shall be registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 at all times during the term of this AGREEMENT. All services performed by CONSULTANT under this AGREEMENT are subject to compliance monitoring and enforcement by the Department of Industrial Relations.

Firm Licensure

1. CONSULTANT shall hold and maintain a valid State of California C-27 (Landscaping) and a C-61/D49 (Limited Specialty/Tree Service) contractor’s license at all times during the term of this AGREEMENT.

Standards for Personnel

2. CONSULTANT shall designate a project manager who shall be responsible for overseeing all work performed under this AGREEMENT and coordinating the same with CITY. He or she shall be an International Society of Arboriculture (ISA) Certified Arborist and fluent in the English language. Experience managing municipal contracts is highly desirable.

3. CONSULTANT shall have available a minimum of one (1) Tree Care Industry Association (TCIA) Certified Treecare Safety Professional (CTSP). The CTSP shall be familiar with this Scope of Services and fluent in the English language. Site-specific safety meetings shall occur on a regular basis by the CTSP or an authorized representative of CONSULTANT.

The CTSP shall oversee incident investigation by CONSULTANT (see Number 52 herein).

Exhibit A – Page 1 of 9
ITEM 6.5

4. CONSULTANT shall provide a minimum of one (1) ISA Certified Tree Worker (CTW) per tree pruning or removal crew. For the purpose of this provision, a “tree pruning or removal crew” shall be defined as all personnel working in a single, geographic work zone.

5. All of CONSULTANT’s personnel who work on any tree in or around primary electrical lines (aerial utilities) shall be Qualified Line Clearance Arborists or Arborist Trainees as defined in ANSI Z133 4.1.4 and 4.2.3. A Qualified Arborist shall make the determination if the work can be performed maintaining Minimal Approach Distances (ANSI Z133 Table 1 and Table 2). A Qualified Arborist shall also determine if conditions exist to necessitate the de-energizing of aerial utilities. De-energizing shall be coordinated through CITY.

6. At all times during tree pruning or removal activities, CONSULTANT shall have work crews on-site that are represented by a fluent English-speaking supervisor who is familiar with this Scope of Services and can receive and carry out notices provided by CITY.

7. At all times during tree pruning or removal activities, CONSULTANT’s personnel shall be dressed in clean, high visibility uniforms, appropriate to the nature of the work performed, with the company name clearly identified. No portion of a uniform shall be removed or not worn. Personnel not in full uniform shall be immediately removed from the work zone.

8. CONSULTANT’s personnel shall possess all of the following:
a. Proper licensure and training for operation of equipment utilized. b. Ability to operate equipment in accordance with the manufacturer’s recommendations. c. Ability to make required operator/mechanical adjustments to the equipment being used. d. Knowledge of safety regulations as they relate to tree care and traffic control. e. Knowledge of the safety and uniform standards required by this AGREEMENT.

Standards of Practice

9. CONSULTANT shall follow the most current editions of the American National Standard for Tree Care Operations Pruning Standards (ANSI A300-Part 1) and the ISA Best Management Practices-Tree Pruning, as may change from time-to-time. Any deviations must be approved in writing by CITY prior to such work. CITY shall exercise its sole discretion, and be under no obligation as to timing, in acting to either approve, conditionally approve, or deny requested deviations. CITY may also rescind previous approvals, at any time and for any reason. CITY shall issue all approvals of requested deviations in writing.

10. CONSULTANT shall follow the most current edition of the American National Standards for Arboricultural Operations Safety Requirements (ANSI Z133), as may change from timeto-time. Deviations are expressly prohibited.

11. CONSULTANT shall possess a documented California Division of Occupational Health and Safety (CalOSHA) compliant safety certification for each aerial lift that its personnel use.

Exhibit A – Page 2 of 9
ITEM 6.5

12. CONSULTANT shall keep all equipment in good working order and shall maintain, operate, and utilize the same in full compliance with applicable manufacturer’s instructions, CalOSHA regulations, and California Department of Transportation (DOT) requirements.

13. CONSULTANT shall hold and maintain, in full force and effect, encroachment permits from CITY (CITY will waive fees) during all work. Encroachment permits applications shall include submittals required by CITY including, at a minimum, a traffic control plan. The CITY will not allow more than one lane of traffic per street direction to be closed or impeded at a time, or work to commence earlier than 8 a.m. or occur past 4 p.m., except for duly authorized emergency work. CONSULTANT shall provide all traffic control services and devices (e.g., cones, delineators, signage, and flaggers) as required by encroachment permits and otherwise deemed necessary for the safe conduct of services. At no time shall CONSULTANT commence or carry on with work that presents a hazard to pedestrians or bicycle, golf cart, or vehicle traffic.

14. CONSULTANT shall setup, operate, and stage in a manner that presents the least amount of disruption to residents, businesses, the public, and traffic flow. Equipment shall never be stored or left unattended on a public street, CITY facility, or private property. The staging of equipment shall not be exempt from work hour restrictions (i.e., it shall not commence earlier than 8 a.m. or occur past 4 p.m.).

15. CONSULTANT shall establish and maintain a work zone for each tree pruned or removed using all generally accepted methods for establishing and maintaining such work zone. No individuals other than CONSULTANT’s personnel or CITY representatives shall be allowed to enter such work zone. If any other individual enters a work zone, CONSULTANT shall immediately cease all work and the operation of all equipment until the work zone is clear.

16. Tree work is a controlled task. At no time shall CONSULTANT perform work so as to result in a loss of control incident (e.g. free-falling large limbs or trunk sections, hinge cutting to avoid use of ropes/hoisting equipment, lack of safety apparatus/equipment guards, improper use/loading of equipment). CONSULTANT shall be fully liable for any damage, injury, or death resultant of loss of control incidents. In addition, CONSULTANT shall be responsible for the mitigation of any damages related to loss of control incidents, and indemnification and defense obligations of CITY as set forth in this AGREEMENT.

17. CONSULTANT shall identify the location of all utilities, irrigation components, and/or any public or private property element(s) that could be compromised by any work activity. This pre-inspection shall occur prior to any commencement of work. If identified, CONSULTANT shall take appropriate action to protect the same. If, during the course of the pre-inspection, CONSULTANT identifies damage that existed before the onset of work, CONSULTANT shall document the damage with photographs and report such damage to CITY prior to any commencement of work in that area. All photo documentation shall have the time and date embedded. Any claim of damage that cannot be refuted by photo documentation and/or a written report to CITY shall be considered the responsibility of CONSULTANT.

Exhibit A – Page 3 of 9
ITEM 6.5

18. While performing work of any type, CONSULTANT shall continually inspect for any hazard related to trees, including uplifted sidewalk segments and defective or weakened trees.

Hazardous conditions shall be corrected by CONSULTANT or immediately reported to CITY. At no time shall CONSULTANT work in a hazardous condition.

19. Prior to the commencement of any work in the vicinity of any tree, CONSULTANT shall visually survey each tree, from all sides, for the sole purpose of detecting the presence of bird nests or wildlife of any type. If a nest is found and is determined to be active, there shall be no work of any type in the tree in which the nest is found without the written permission of CITY. At no time shall CONSULTANT remove any nest or wildlife from its location. In the event that wildlife is accidentally displaced, CONSULTANT shall notify CITY for animal control assistance, which shall be provided at CONSULTANT’s cost.

20. For all trees known or suspected to be diseased, and for all California Sycamore trees, CONSULTANT shall disinfect all pruning tools and cutting surfaces with a ten percent (10%) percent chlorine bleach solution after each cut and between trees where there is danger of transmitting the disease on tools. Fresh solution shall be mixed daily. Used or old solutions shall be disposed of through lawful disposal methods. Dumping used or old solutions, or any component thereof, on the ground, in the gutter, or down the storm drain is prohibited.

21. CONSULTANT shall prevent unnecessary noise resulting from its work and comply with the Laguna Woods Municipal Code’s noise standards, as may change from time-to-time.

General Tree Pruning Standards

22. Tree pruning shall be provided on an annual basis and as-needed. Within sixty (60) days from the effective date of this AGREEMENT (April 1, 2021), CONSULTANT shall prune trees in accordance with appendices B and E of the Request for Proposals (RFP) that was released by CITY for Tree Pruning and Removal Services on February 4, 2021. Within thirty (30) days of the completion of such annual tree pruning, CONSULTANT’s ISA Certified Arborist shall notify CITY in writing of any additional tree pruning that he or she expects will be necessary during the term of this AGREEMENT for consideration by CITY. Apart from the aforementioned annual tree pruning, CONSULTANT shall only provide tree pruning services as requested by CITY. This AGREEMENT does not state, convey, imply or infer a specific, minimum or expected amount of work or compensation for as-needed tree pruning.

23. CONSULTANT shall prune trees in accordance with CITY specifications and to accomplish CITY’s pruning objectives. Pruning objectives may include, but are not limited to, one or more of the following:
a. Risk Reduction
b. Clearance
c. Structural Improvement
Exhibit A – Page 4 of 9
ITEM 6.5
d. Health Management
e. Restoration

24. CITY’s desire is for all trees to retain a natural look according to their species. a. CONSULTANT shall prune all trees to retain and develop their natural structure, as defined in the most current version of ISA Best Management Practices-Tree Pruning, as may change from time-to-time. Any deviations must be approved in writing by CITY prior to such work. CITY shall exercise its sole discretion, and be under no obligation as to timing, in acting to either approve, conditionally approve, or deny requested deviations. CITY may also rescind previous approvals, at any time and for any reason. CITY shall issue all approvals of requested deviations in writing.
b. Unless specific circumstances warrant, no more than twenty-five percent (25%) of a live tree crown shall be removed in any one growing season.
c. “Topping” and “lion’s tailing” are prohibited.
d. The use of climbing spurs/gaffs in the act of tree pruning is prohibited.

25. CONSULTANT’s tree pruning shall consist of one or more of the following types to achieve the pruning objective(s):
a. Crown Cleaning: Crown Cleaning is the removal of dead, diseased, crowded, crossing, weakly attached, and low-vigor branches and water sprouts from the entirety of the tree crown. It is the preferred pruning type to retain the natural structure of the tree. Competing stems and branches should be subordinated. This type may also be used in combination with Crown Restoration, Reduction, and Raising pruning.
b. Crown Thinning: Crown Thinning includes Crown Cleaning and the selective removal of branches to increase light penetration and air movement into and through the tree crown.

Crown Thinning reduces the wind-sail effect of the crown and the weight of heavy limbs.

Consideration shall be given to the ability of the tree to tolerate this type of pruning. Care shall be used to avoid stripping branches of all foliage at the interior of the crown. That practice, known as “lion’s tailing,” disrupts the structural integrity of the tree, making it subject to limb and branch failure, especially during high winds. Crown Thinning can emphasize the structural beauty of trunks and branches, as well as improve the growth of plants beneath the tree by increasing light penetration. When thinning the crown of mature trees, seldom should more than 25% of the live foliage be removed. This type may also be used in combination with Crown Restoration, Reduction, and Raising pruning. c. Crown Raising: Crown Raising consists of removing the lower branches of a tree in order to provide clearance for buildings, vehicles, signs, lights, and pedestrians. Consideration shall be given to the ability of the tree to tolerate this type of pruning. CONSULTANT shall maintain street clearance to a safe distance above the public right-of-way at a minimum of Exhibit A – Page 5 of 9
ITEM 6.5
eight (8) feet above the surface of a public sidewalk or pedestrian way and fourteen (14) feet above the surface of a public street. Crown Cleaning may also occur as necessary. d. Crown Reduction: Crown Reduction is used to reduce the height and/or spread of a tree.

Consideration shall be given to the ability of the tree to tolerate this type of pruning. “Topping” shall not occur. Crown Reduction shall be accomplished using reduction cuts (drop-crotch), not heading cuts. Crown Cleaning shall accompany a Crown Reduction. No more than 25% of the live crown shall be removed in any one growing season. e. Crown Restoration: Crown Restoration is corrective pruning used as a means to restore the form of tree crowns that have been previously damaged by wind events or poor pruning practices. The natural structure of the tree shall be restored. Multiple Crown Restorations, over time, may be necessary. Only ISA Certified Tree Workers and Arborists shall perform this type of work.
f. Selective/Safety Pruning: Selective/Safety Pruning is the select pruning and removal of specific branches(s) of a tree. A Safety Prune is employed as a means of eliminating potentially hazardous limbs (broken/dead/dying) from the crown of a tree when an entire pruning of the tree is not warranted. Crown Cleaning shall also occur as necessary. g. Palm Pruning: Palm Pruning relates to Queen Palms (Syagrus romanzoffianum) and Mexican Fan Palms (Washingtonia robusta). Stalks shall be pruned to a 45-degree angle.

Loose petiole bases shall be removed each time the crown is maintained. Petiole bases that are attached to live trunk tissue shall be left undamaged. h. Structural Pruning of Small/Young Trees: In order to promote the development of good structure, small, young, and recently-planted trees shall be pruned minimally with a focus on removing crossing branches, ensuring adequate branch spacing, and encouraging the development of one dominant leader (except in cases of multi-trunked trees). If co-dominant leaders are present – and, if possible – one shall be removed or subordinated with a proper reduction cut. No branch diameters should exceed 50% of the diameter of the stem at the point of attachment.

26. CONSULTANT shall prune trees to prevent branch and foliage interference with safe public passage. This activity shall be included with each pruning type set forth in Number 25 herein, as necessary. Exceptions are allowed for young trees, which would be irreparably damaged by such pruning action. If pruning to these standards would result in permanent disfiguration of a tree, CONSULTANT shall not prune the tree until such time as direction is obtained from CITY. CONSULTANT shall maintain street clearance to a safe distance above the public right-of-way at a minimum of eight (8) feet above the surface of a public sidewalk or pedestrian way and fourteen (14) feet above the surface of a public street.

27. CONSULTANT shall remove and control all tree limbs in a manner that causes no damage to other parts of the tree, or to other plants or property.

Exhibit A – Page 6 of 9
ITEM 6.5

28. CONSULTANT shall remove all broken, dead, dying, or loose branches and branch stubs.

When removing a dead branch, the final cut should be made outside the collar of live callus tissue. If the collar has grown out along the branch stub, only the dead stub should be removed; the live collar should remain intact and uninjured.

29. CONSULTANT shall subordinate or remove branches that are developing in a manner as to become larger than the limbs they originate from.

30. When encountering limbs that are weighted with more foliage than the limb is likely to support, CONSULTANT shall selectively prune branches toward the end of the limb in order to reduce end weight and, thus, decrease the likelihood of limb failure.

31. CONSULTANT shall selectively prune branches that create sight line conflicts with traffic control signs, traffic control devices, and/or wayfinding signs.

32. CONSULTANT shall selectively prune branches that are within five (5) feet of a structure.

33. CONSULTANT shall clear trees of sprout or sucker growth to a minimum height of ten (10) feet above ground level. Exceptions are allowed for young trees, which would be irreparably damaged by such pruning action.

34. CONSULTANT shall prune trees to maintain a balanced appearance when viewed from the side of the street immediately opposite the tree, unless authorized, in writing, by CITY to do otherwise.

35. CONSULTANT shall remove all vines (including ivy and mistletoe) that are entwined in trees and on tree trunks. Vine tendrils shall be removed without injury to trees.

36. CONSULTANT shall immediately notify CITY of all observed infestations of termites, bees, hornets, wasps, or rats.

37. CONSULTANT shall prune all trees six (6) inches in diameter or less with hand saws, pole pruners, or other hand tools only.

38. CONSULTANT shall remove any extraneous and unnecessary metal, wire, rubber, or other material interfering with tree growth whenever possible.

39. CONSULTANT shall immediately notify CITY if any cable or guy wire installed for a tree is found to be broken, excessively loose, or girdling the stem.

Tree Removal Standards

40. CONSULTANT shall only provide tree removal services as requested by CITY. This AGREEMENT does not state, convey, imply or infer a specific, minimum or expected amount of work or compensation for as-needed tree removal.

Exhibit A – Page 7 of 9
ITEM 6.5

41. Tree removal consists of the removal of the entirety of a tree, including the removal of the associated stump (unless located on a slope and required for soil stability) and root system.

42. CONSULTANT shall identify the location of all utilities and public and private property landscape irrigation components prior to tree removal. CONSULTANT shall notify CITY, in writing, of any condition that prevents the removal of a tree. CONSULTANT shall be held responsible for any damage that occurs once the process of removing a tree and/or associated grinding begins.

43. CONSULTANT shall not remove any tree without first field verifying with CITY that the tree being considered is indeed the tree to be removed.

44. CONSULTANT shall grind stumps, including the root flare, to a depth of not less than eighteen (18) inches or until stump material is removed. Surface roots shall be traced and ground to a depth of not less than eight (8) inches. Debris generated by stump grinding and root removal shall be removed from the site and replaced with a topsoil mix. Chips and stump grindings shall not be used as a backfill material.

45. While loading and handling debris, CONSULTANT shall maintain control at all times so as not to result in damage to public or private property. In addition, CONSULTANT shall not drop brush, limbs, logs, or other debris so as to create undue noise or shock impact related damage to public or private property.

46. CONSULTANT shall be responsible for the repair of any damaged public or private property, including any irrigation system components damaged during tree removal. Repairs shall be made using components matching those that were damaged.

Clean-up and Waste Disposal

47. CONSULTANT shall rake all lawn areas and sweep all streets and sidewalks at the end of each day before the work is completed. The use of blowers of any kind is prohibited in all areas except parking lots where CONSULTANT may use electric-powered blowers only when pedestrians are not present. Areas are to be left in a condition equal to or better than that which existed prior to the commencement of work.

48. CONSULTANT shall promptly and lawfully remove brush, limbs, logs, and any other debris resulting from any tree pruning or removal within one (1) hour following completion of work on the tree from which the debris was generated. All trimming activities shall cease immediately if clean-up personnel or equipment ceases to function or becomes otherwise unavailable. Under no circumstance shall debris be allowed to create a hazardous condition.

49. CONSULTANT shall not permit any personnel or member of the public to collect, salvage, or remove any brush, limbs, logs, or other debris resulting from tree pruning or removal.

Exhibit A – Page 8 of 9
ITEM 6.5

50. CONSULTANT shall divert at least sixty-five percent (65%) of the debris resulting from any tree pruning or removal from landfills and transformation facilities. If CONSULTANT chooses to utilize a third-party to haul debris, it shall be a requirement to use Waste Management of Orange County (Waste Management Collection and Recycling, Inc.).

51. CONSULTANT shall provide CITY with documentation of the tonnage and composition of debris disposed of, and the manner and location of disposition, before any compensation is provided for services rendered.

Injury or Death Incident Reporting

52. CONSULTANT shall report to CITY any incident that occurs during work, and results in any injury or death, within one (1) hour of occurrence. CONSULTANT shall prepare and submit a written report to CITY within twenty-four (24) hours of any such incident.

CONSULTANT’s CTSP shall oversee CONSULTANT’s investigation and reporting, and shall also submit a report to CITY within fourteen (14) days determining root causes of the incident with follow-up mitigation actions by CONSULTANT.

Property Damage Reporting and Repair

53. Should any structure or property be damaged during CONSULTANT’S work, CONSULTANT shall notify the property owners and CITY within one (1) hour of occurrence. CONSULTANT shall make all arrangements for repairs to damaged property within forty-eight (48) hours of occurrence, except utility lines, which shall be repaired within twenty-four (24) hours of occurrence. CONSULTANT shall be solely responsible for contacting all utilities, property owners, and contractors required to complete such repairs.

Repairs shall be made in accordance with the appropriate building codes under permits issued by CITY (CITY will not waive fees) and other laws and regulations, as applicable.

Repairs shall be made using components matching those that were damaged.

54. CONSULTANT shall pay special attention to existing irrigation systems, plant material, landscape features, lights, and utility boxes on CITY property in order to avoid damage. Any damage that occurs to those areas shall be repaired on the same day that the damage occurs, unless otherwise authorized by CITY.

Exhibit A – Page 9 of 9
ITEM 6.5
EXHIBIT "B"

COMPENSATION
Table 1-1: Compensation Schedule – Tree Pruning Services in accordance with appendices B and E of the Request for Proposals (RFP) that was released by CITY for Tree Pruning and Removal Services on February 10, 2022*

A B C D E F
Botanical Name Common Name Number
of Trees
Scope
(refer to Number 25 in Exhibit
A of this Agreement)
Rate per
Tree
Total Rate by
Botanical Name
(Column C x E)
Afrocarpus gracilior Podocarpus 2 Crown Cleaning & Crown Thinning $67 $134 Arbutus cv. Marina Marina strawberry tree 4 Crown Cleaning & Crown Thinning $67 $268 Cassia leptophylla Gold medallion tree 2 Crown Cleaning & Crown Thinning $67 $134 Cercis canadensis Eastern redbud 30 Structural Pruning of Small/Young Trees $67 $2,010 Cercis occidentalis Western redbud 17 Structural Pruning of Small/Young Trees $67 $1,139 Chilopsis linearis Desert willow 3 Crown Cleaning & Crown Thinning $67 $201 Corymbia citriodora Lemon-scented gum 7 Crown Cleaning & Crown Thinning $67 $469 Cupaniopsis anacardioides Carrotwood 6 Crown Cleaning & Crown Thinning $67 $402 Eucalyptus spp. Eucalyptus species 37 Crown Cleaning & Crown Thinning $67 $2,479 Ficus spp. Ficus species 8 Crown Cleaning & Crown Thinning $67 $536 Fraxinus uhdei Shamel ash 8 Crown Cleaning & Crown Thinning $67 $536 Geijera parviflora Australian willow 116 Crown Cleaning & Crown Thinning $67 $7,772 Jacaranda mimosifolia Jacaranda 1 Crown Cleaning & Crown Thinning $67 $67 Koelreuteria bipinnata Chinese flame tree 1 Crown Cleaning & Crown Thinning $67 $67 Lagerstroemia indica Crape myrtle 61 Crown Cleaning & Crown Thinning $67 $4,087 Liriodendron tulipifera Tulip tree 34 Structural Pruning of Small/Young Trees $67 $2,278 Magnolia grandiflora Southern magnolia 143 Crown Cleaning & Crown Thinning $67 $9,581 Olea europaea Olive tree 54 Crown Cleaning & Crown Thinning $67 $3,618 Pinus canariensis Canary Island pine 31 Crown Cleaning & Crown Thinning $67 $2,077 Pinus halepensis Aleppo Pine 3 Crown Cleaning & Crown Thinning $67 $201 Platanus racemosa California sycamore 104 Crown Cleaning & Crown Thinning $67 $6,968 Schinus molle California Pepper 1 Crown Cleaning & Crown Thinning $67 $67 Schinus terebinthifolius Brazilian pepper tree 58 Crown Cleaning & Crown Thinning $67 $3,886 Searsia lancea African sumac 93 Crown Cleaning & Crown Thinning $67 $6,231 Ulmus parvifolia Chinese elm 4 Crown Cleaning & Crown Thinning $67 $268 Washingtonia robusta Mexican Fan Palm 3 Palm Pruning $67 $201 Xylosma congestum Shiny Xylosma 14 Crown Cleaning & Crown Thinning $67 $938 TOTAL 845 GRAND
TOTAL $56,615
* In the event that CITY modifies appendices B and/or E of the Request for Proposals (RFP) that was released by CITY for Tree Pruning and Removal Services on February 10, 2022, such modifications shall be made at the “Rate per Tree” contained in Column E.

Exhibit B – Page 1 of 2
ITEM 6.5
As-Needed Services
Table 1-2: Compensation Schedule – As-Needed Services

DESCRIPTION RATE
SERVICE REQUEST TREE PRUNING SERVICES $94 per person/per hour TREE AND STUMP REMOVAL – Caliper of trees to be measured at approximately four feet above soil level. Stumps to be ground to a depth of 18 inches. Special projects that are difficult to access with equipment, or require the need for a crane or 95-foot tower, would be subject to “CREW RENTAL” rates.
$48 per diameter inch
TREE ONLY REMOVAL – Caliper of trees to be measured at four feet above soil level. Special projects that are difficult to access with equipment, or require the need for a crane or 95-foot tower, would be subject to “CREW RENTAL” rates.
$38 per diameter inch
STUMP ONLY REMOVAL – Stumps to be measured at six inches above ground level. Stumps to be ground to a depth of 18 inches. $18 per inch CREW RENTAL – CONSULTANT’s crew and equipment can be
modified to complete any type of miscellaneous tasks including special projects that may consist of extraordinary work such as hanging flags, changing light bulbs, or pruning specific trees requiring immediate attention prior to their scheduled pruning (Service Request Tree Pruning Services).
$94 per person hour
EMERGENCY CREW RENTAL – CONSULTANT shall respond to
emergency calls on a 24-hour basis. Emergency work shall begin onsite within 90 minutes from the time of notification from CITY.

CONSULTANT’s standard crew is three persons, one chipper truck, one chipper, one aerial tower, and all necessary hand tools. The crew and equipment can be modified to complete any type of tree-related emergency. CONSULTANT’s crew shall do what is necessary to render the hazardous tree or tree-related condition safe. No minimum call-out time is required.
$128 per person hour
ARBORIST SERVICES – Includes site visit, tree evaluation, and/or report writing upon request. $168 per hour
Other Notes
The rates set forth in Table 1-1 and Table 1-2 are “all inclusive”. CITY shall not provide separate or supplemental compensation to CONSULTANT
Exhibit B – Page 2 of 2
ITEM 6.5
EXHIBIT "C"

INSURANCE
A. Insurance Requirements. CONSULTANT shall provide and maintain insurance, acceptable to the City Manager of CITY or his or her designee or City Attorney, in full force and effect throughout the term of this AGREEMENT, against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by CONSULTANT, its agents, representatives or employees. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A:VII. CONSULTANT shall provide the following scope and limits of insurance:

1. Minimum Scope of Insurance. Coverage shall be at least as broad as:
(1) Insurance Services Office form Commercial General Liability coverage (Occurrence Form CG 0001).
(2) Insurance Services Office form number CA 0001 (Ed. 03/10) covering Automobile Liability. The auto liability policy must cover all non-owned autos, scheduled autos, and hired autos subject to the written approval of CITY. (3) Workers' Compensation insurance as required by the Labor Code of State of California and Employer's Liability insurance and covering all persons providing services on behalf of the CONSULTANT and all risks to such persons under this AGREEMENT.
(4) Errors and omissions liability insurance appropriate to the CONSULTANT's profession.
(5) Employment practices liability insurance.

2. Minimum Limits of Insurance. CONSULTANT shall maintain limits of insurance no less than:
(1) General Liability: $5,000,000 per occurrence for all covered losses and no less than $2,000,000 general aggregate for bodily injury, personal injury, and property damage.
(2) Automobile Liability: $2,000,000 per accident for bodily injury and property damage.
(3) Workers' Compensation and Employer's Liability: Workers' Compensation as required by the Labor Code of the State of California and Employers Liability limits of $1,000,000 per accident.

Exhibit C – Page 1 of 3
ITEM 6.5
(4) Professional Liability: $1,000,000 per claim and no less than $1,000,000 general aggregate.

B. Other Provisions. Insurance policies required by this AGREEMENT shall contain the following provisions:

1. All Policies. Each insurance policy required by this AGREEMENT shall be endorsed and state that the coverage shall not be suspended, voided, cancelled by the insurer or either party to this AGREEMENT, reduced in coverage or in limits except after 30 days' prior written notice by Certified mail, return receipt requested, has been given to the City Manager of CITY or his or her designee.

2. General Liability and Automobile Liability Coverages. (1) CITY, and its respective elected and appointed officers, officials, and employees and volunteers are to be covered as additional insureds as respects: liability arising out of activities CONSULTANT performs; products and completed operations of CONSULTANT; premises owned, occupied or used by CONSULTANT; or automobiles owned, leased, hired or borrowed by CONSULTANT. The coverage shall contain no special limitations on the scope of protection afforded to CITY, and their respective elected and appointed officers, officials, or employees.
(2) CONSULTANT's insurance coverage shall be primary insurance with respect to CITY, and its respective elected and appointed, its officers, officials, employees and volunteers. Any insurance or self insurance maintained by CITY, and its respective elected and appointed officers, officials, employees or volunteers, shall apply in excess of, and not contribute with, CONSULTANT's insurance.
(3) CONSULTANT's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
(4) Any failure to comply with the reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to CITY, and its respective elected and appointed officers, officials, employees or volunteers.

3. Workers' Compensation and Employer's Liability Coverage. Unless the City Manager of CITY or his or her designee otherwise agrees in writing, the insurer shall agree to waive all rights of subrogation against CITY, and its respective elected and appointed officers, officials, employees and agents for losses arising from work performed by CONSULTANT.

C. Other Requirements. CONSULTANT agrees to deposit with CITY, at or before the effective date of this contract, certificates of insurance necessary to satisfy CITY that the insurance provisions of this contract have been complied with. The City Attorney may require that CONSULTANT furnish CITY with copies of original endorsements effecting coverage Exhibit C – Page 2 of 3
ITEM 6.5
required by this section. The certificates and endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. CITY reserves the right to inspect complete, certified copies of all required insurance policies, at any time.

1. CONSULTANT shall furnish certificates and endorsements from each subcontractor identical to those CONSULTANT provides.

2. Any deductibles or self-insured retentions must be declared to and approved by CITY. At the option of CITY, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects CITY or its respective elected or appointed officers, officials, employees and volunteers or the CONSULTANT shall procure a bond guaranteeing payment of losses and related investigations, claim administration, defense expenses and claims.

3. The procuring of such required policy or policies of insurance shall not be construed to limit CONSULTANT's liability hereunder nor to fulfill the indemnification provisions and requirements of this AGREEMENT.

Exhibit C – Page 3 of 3
This page is intentionally blank.

6.6 GENERAL PLAN ANNUAL REPORT
This page is intentionally blank.

City of Laguna Woods
General Plan Annual Report
2021
Planning & Environmental Services Department
City of Laguna Woods
24264 El Toro Road
Laguna Woods, CA 92637
T: (949) 639-0500
TTY: (949) 639-0535
F: (949) 639-0591
March 16, 2022
ITEM 6.6
2021 General Plan Annual Report

Period of this Annual Report
This General Plan Annual Report is for the 2021 calendar year (January – December 2021).

Purpose of this Annual Report
California Government Code Section 65400 requires the City to provide by April 1 of each year an annual report to the City Council, the Governor’s Office of Planning and Research (OPR), and the State Department of Housing and Community Development (HCD) that includes all of the following:
(A) The status of the City’s General Plan and progress in its implementation. (B) The progress in meeting the City’s share of regional housing needs determined pursuant to California Government Code Section 65584 and local efforts to remove governmental constraints to the maintenance, improvement, and development of housing pursuant to California Government Code Section 65583(3)(c).
(C) The number of housing development applications received by the City in the prior year. (D) The number of units included in all development applications to the City in the prior year. (E) The number of units approved and disapproved by the City in the prior year. (F) The degree to which the City’s approved General Plan complies with the guidelines developed and adopted pursuant to California Government Code Section 65040.2 and the date of the last revision to the City’s General Plan.
(G) A listing of sites rezoned to accommodate that portion of the City’s share of the regional housing need for each income level that could not be accommodated on sites identified in the inventory required by California Government Code sections 65583(1)(c) and 65584.09. The listing of sites must also include any additional sites that may have been required to be identified by California Government Code Section 65863.
(H) The number of net new units of housing, including both rental housing and for-sale housing, that have been issued a completed entitlement, a building permit, or a certificate of occupancy by the City, thus far in the housing element cycle, and the income category, by area median income category, that each unit of housing satisfies. This production report must, for each income category, distinguish between the number of rental housing units and the number of for-sale units that satisfy each income category. This production report must include, for each entitlement, building permit, or certificate of occupancy, a unique site identifier which must include the assessor’s parcel number, but may include street address, or other identifiers. (I) The number of applications submitted to the City pursuant to California Government Code Section 65913.4(a), the location and the total number of developments approved by the City pursuant to California Government Code Section 65913.4(b), the total number of building permits issued by the City pursuant to California Government Code Section 65913.4(b), the total number of ITEM 6.6
2021 General Plan Annual Report

units including both rental housing and for-sale housing by area median income category constructed within the City’s jurisdiction using the process provided for in California Government Code Section 65913.4(b).

California Government Code Section 65400 requires the housing element portion of the annual report to be prepared through the use of standards, forms, and definitions adopted by HCD, and be considered at a public meeting before the City Council where members of the public must be allowed to provide oral testimony and written comments. The public meeting for this 2021 General Plan Annual Report was held concurrent with the City Council’s regular meeting on March 16, 2022. A final copy of the report will be submitted to OPR and HCD after the March 16, 2022 meeting.

General Plan Background and Amendments
Preparation of the Laguna Woods General Plan began with a series of community workshops held in early 2001. Perspectives and issues presented by members of the community set the course for the new General Plan. The General Plan Coordinating Committee, appointed by the City Council, considered each draft-component of the new General Plan and provided input at monthly meetings from February 2001 through June 2002. The Community Services Committee provided input on the draft document at public meetings in March and August 2002. In September 2002, the Planning Advisory Committee recommended that the City Council certify the Environmental Impact Report prepared in conjunction with the General Plan and adopt the draft General Plan. The City Council held a public hearing, certified the Environmental Impact Report, and adopted the General Plan on October 16, 2002. The General Plan Housing Element was subsequently certified by HCD on April 7, 2003.

State law allows the City to amend its General Plan a maximum of four times per year. Amendments may be proposed and acted upon at any time during the year and one action may include multiple amendments. Amendments require a public hearing by the City Council and evaluation of environmental impacts as required by the California Environmental Quality Act (CEQA).

A summary of all adopted General Plan amendments is included in Table 1.

Table 1 – Adopted General Plan Amendments
Date of
Amendment Title of Amendment Description of Amendment
October
2005
General Plan Amendment
(GPA 05-01)
General Plan Amendment to
change a property from
Commercial to High Density
Residential
July
2007
General Plan Amendment
(GPA 07-01)
General Plan Amendment for the
annexation of 170 acres of land for
Open Space
Table continued on page four.

ITEM 6.6
2021 General Plan Annual Report

Table continued from page three.

Date of
Amendment Title of Amendment Description of Amendment
January
2009 General Plan Housing Element Update Housing Element Update December
2010
General Plan Land Use Element and Map
Amendment
General Plan Amendment
incorporating new “Residential
Community” and “Community
Facilities” land use designation and
reflecting a private community
name change from “Leisure
World” to “Laguna Woods
Village”
June
2013 General Plan Circulation Element Update
Addition of a road definition and
updates to ensure consistency with
the Master Plan of Arterial
Highways (MPAH)
February
2014 General Plan Housing Element Update Housing Element Update (streamlined option) April
2014 General Plan Safety Element Update Comprehensive update of the Safety Element July
2015 General Plan Conservation Element Update Comprehensive update of the Conservation Element July
2015
General Plan Amendment
(GPA 15-19)
General Plan Amendment to
change the land use designation for
eight parcels from “Urban
Activities Center” to “Open Space”
August
2017
General Plan Land Use Element Amendment
(GPA/ZC-1169)
General Plan Amendment related
to Urban Activities Center (UAC)
properties, including changes in
land use designations for six
parcels and deletion of the UAC
land use designation
February
2022 General Plan Housing Element Update
Housing Element Update
(adopted on February 9, 2022;
currently awaiting HCD review)
Pending General Plan Updates
A General Plan update involving the Circulation, Land Use, and Noise elements is currently underway.

In addition to completing actions necessary to implement the recently adopted Housing Element, it is anticipated that various other land use designation changes and implementing policy framework (goals and policy objectives) revisions will be considered.

ITEM 6.6
2021 General Plan Annual Report

City’s Responsibility
The effectiveness of the General Plan ultimately depends on how it is implemented and maintained over time. The implementation and maintenance of the General Plan is the responsibility of the City Council and all City departments. State law requires that most actions of cities affecting the physical environment be consistent with the General Plan.

In addition to the City, several other government agencies (e.g., Orange County Fire Authority, Orange County Sheriff’s Department, El Toro Water District) provide services within the City’s boundaries.

While those agencies are neither a part of the City’s operational structure nor directly responsible for implementation of the General Plan, the City coordinates its activities with those agencies and relies on their assistance for full implementation of the General Plan.

Status of General Plan Implementation Actions
The City’s implementation of the General Plan is ongoing and largely achieved through the adoption of City Council directives, policies, ordinances, and resolutions; incorporation into governmental activities of applicable departments; and, processing of development applications and entitlements. The City’s consideration of the General Plan occurs on a routine basis; implementation is progressing, concurrent with the General Plan update that is currently underway. The City’s budgets, work plans, capital improvement programs, annual comprehensive financial reports, ordinances, and resolutions more specifically describe the City’s actions associated with implementation of the General Plan. To obtain copies of those documents, please contact the City Clerk’s Office at (949) 639-0500.

A review of the implementation status of the General Plan Housing Element, including progress toward meeting the City’s Regional Housing Needs Assessment allocation, is provided below.

Housing Element Annual Progress Report
The Regional Housing Needs Assessment (RHNA) is mandated by state law as a part of the periodic process of updating general plan housing elements. The RHNA quantifies the need for housing within cities and unincorporated areas during specified planning periods. The Southern California Association of Governments (SCAG) develops the RHNA for the City.

Table 2 summarizes the City’s RHNA allocation for the “5th cycle” from October 2013 to October 2021.

Table 3 summarizes the City’s RHNA allocation for the “6th cycle” from October 2021 to October 2029.

Table 2 – City’s RHNA Allocation – 5th Cycle
Income Category RHNA Allocation
(Dwelling Units)
Very Low Income 1
Low Income 1
Moderate Income 0
ITEM 6.6
2021 General Plan Annual Report

Above Moderate Income 0
TOTAL 2
Table 3 – City’s RHNA Allocation – 6th Cycle
Income Category RHNA Allocation
(Dwelling Units)
Very Low Income 127
Low Income 136
Moderate Income 192
Above Moderate Income 542
TOTAL 997
Note: The following Housing Element Annual Progress Report forms and tables are required, or requested, to be submitted to HCD and OPR. The forms and tables are protected by HCD, which restricts the type of data that can be entered. As a result, some fields appear blank when the reportable figure is zero.

Attached:

Start Here (1 page)
Table A – Housing Development Applications Submitted (2 pages) Table A2 – Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units (4 pages)
Table B – Regional Housing Needs Allocation Progress - Permitted Units Issued by Affordability (1 page)
Table C – Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No NetLoss Law (1 page) Table D – Program Implementation Status pursuant to GC Section 65583 (5 pages) [Note: The Housing Element was updated in 2022; however, this annual report is for 2021. As such, Table D addresses programs included in the Housing Element in 2021, as opposed to 2022.] Table E – Commercial Development Bonus Approved pursuant to GC Section 65915.7 (1 page) Table F – Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) (1 page)
Table G – Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of (1 page)
Table H – Locally Owned Surplus Sites (1 page)
Summary (1 page)
Local Early Action Planning (LEAP) Reporting (2 pages)
ITEM 6.6
Jurisidiction Name
Reporting Calendar YearFirst NameLast NameTitleEmailPhoneStreet AddressCityZipcode v 2_15_2022
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You will be prompted to pick an old workbook to import from. Project and program data will be copied exactly how it was entered in last year's form and must be updated. If a project is no longer has any reportable activity, you may delete the project by selecting a cell in the row and typing ctrl + d. 24264 El Toro Road
Laguna Woods
92637
Please Start Here
General Information
2021
Laguna Woods
Contact Information
Rebecca
Pennington
Development Programs Analyst
[email protected]
9496390500
Mailing Address
Annual Progress Report January 2020
ITEM 6.6
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Note: "+" in Reporting Year 2021 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 10/15/2013 - 10/15/2021 Date
Application
Submitted
2 34
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID+ Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Date Application Submitted+ (see instructions) Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low-Income Deed Restricted Low-Income Non Deed Restricted Summary Row: Start Data Entry Below 0 00 0
N/A
Table A
Housing Development App
Cells in grey co
1 5
Project Identifier Unit Types Proposed Units - Affordab (CCR Title 25 §6202)
ITEM 6.6
dicates an optional field
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application Status Notes
6 7 8 9 11 12
ModerateIncome Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome Total PROPOSED Units by Project Total APPROVED Units by project Total DISAPPROVED Units by Project Was APPLICATION

SUBMITTED
Pursuant to GC
65913.4(b)?
(SB 35
Streamlining)
Was a Density
Bonus requested
for this housing
development?
Was a Density
Bonus approved
for this housing
development?
Please indicate
the status of the
application.

Notes+
0 00 0 0 0
0 A
plications Submitted
ontain auto-calculation formulas
bility by Household Incomes Density Bonus Applications
10 ITEM 6.6
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2021 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 10/15/2013 - 10/15/2021 Table A2
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Uni 23 Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID+ Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Summary Row: Start Data Entry Below 0 0 0 00 0
N/A
Project Identifier
(CCR Title 25 §6202)
1 Unit Types Affordability by Household Incomes - Completed Entitlem 4 ITEM 6.6
Cells in grey contain auto-calculation formulas
ts
56 89
Above
ModerateIncome
Entitlement
Date Approved # of Units issued Entitlements Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low- Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Building Permits Date Issued # of Units Issued Building Permits Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted 0 00 0 0 0 0 0 0 000
0 0
Note: "+" indicates an optional field
ent Affordability by Household Incomes - Building Permits 7 ITEM 6.6
Streamlining Infill
11 12 13 14 15 16 17
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates of Occupancy or
other forms of
readiness
How many of
the units were
Extremely Low
Income?+
Was Project
APPROVED using
GC 65913.4(b)?
(SB 35 Streamlining)
Y/N
Infill Units?
Y/N+
Assistance Programs
for Each Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select multiple
- see instructions)
000 0 0 0 00
0 Housing with Financial Assistance
and/or Deed Restrictions Affordability by Household Incomes - Certificates of Occupancy 10 ITEM 6.6
Housing without Financial
Assistance or Deed
Restrictions
Term of Affordability
or Deed Restriction Notes
18 19 20 21 22 23 24 25
For units affordable without
financial assistance or deed
restrictions, explain how the
locality determined the units
were affordable
(see instructions)
Term of Affordability or
Deed Restriction (years)
(if affordable in perpetuity
enter 1000)+
Number of
Demolished/Dest
royed Units
Demolished or
Destroyed Units
Demolished/De
stroyed Units
Owner or
Renter
Total Density Bonus Applied
to the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives,
Concessions, Waivers,
or Other Modifications
Given to the Project
(Excluding Parking Waivers or Parking
Reductions)
List the incentives,
concessions,
waivers, and
modifications
(Excluding Parking Waivers or Parking
Modifications)
Did the project receive a
reduction or waiver of
parking standards? (Y/N)
Notes+
00 Demolished/Destroyed Units Density Bonus
ITEM 6.6
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2021 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 10/15/2013 - 10/15/2021 (CCR Title 25 §6202) 1 34
RHNA Allocation
by Income Level 2013 2014 2015 2016 2017 2018 2019 2020 2021 Total Units to Date (all years) Total Remaining RHNA by Income Level Deed Restricted - - - - - - - - - Non-Deed Restricted - - - - - - - - - Deed Restricted - - - - - - - - - Non-Deed Restricted - - - - - - - - - Deed Restricted - - - - - - - - - Non-Deed Restricted - - - - - - - - - Above Moderate - - - - - - - - - - - -
2 - - - - - - - - - - 2
Note: units serving extremely low-income households are included in the very low-income permitted units totals and must be reported as very low-income units. 1 Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will include units that were permitted since the start of the planning period.Total RHNATotal Units Income Level
Very LowLowPlease note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected]. -
-
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs. -
Moderate
1 1
-
Please contact HCD if your data is different than the material supplied here -
2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
1 ITEM 6.6
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2021 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 10/15/2013 - 10/15/2021 Date of Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of Rezone Very Low- Income Low-Income Moderate-Income Above Moderate- Income Rezone Type Parcel Size (Acres) General Plan Designation Zoning Minimum Density Allowed Maximum Density Allowed Realistic Capacity Vacant/Nonvacant Description of Existing Uses N/A
Note: "+" indicates an optional fieldCells in grey contain auto-calculation formulas Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
(CCR Title 25 §6202)
ITEM 6.6
Jurisdiction Laguna Woods
Reporting Year 2021 (Jan. 1 - Dec. 31)
1 23 4
Name of Program Objective Timeframe in H.E Status of Program Implementation

1.A.1: Provide a progress report on the 2014-2021 Housing Element programs and quantified objectives as part of the annual General Plan status reports to the State.

Maintain and improve residential neighborhoods and support quality housing for all residents.

Ongoing 2014-2021 starting in 2015
Ongoing: .The City submitted annual progress reports to the Department of Housing and Community Development (HCD) each year during the 2014–2021 Housing Element period.

1.B.1: Continue to promote on-going building maintenance activities. To promote building maintenance, the City will: • Identify available funds for building maintenance activities and energy efficiency upgrades. • Disseminate public information on available housing programs, such as the energy efficient equipment retrofit program (CDBG) at public counters and the City’s website. • Assist property owners and property managers in their efforts to identify and mitigate housing maintenance issues.

Maintain and improve residential neighborhoods and support quality housing for all residents.

Ongoing 2014-2021; Identify available funds on an annual basis; Disseminate information: Ongoing 2014-2021 Ongoing: In 2010, the City obtained a California Energy Commission grant using federal funds to retrofit City Hall with dual-pane, low-E windows and energy efficient lighting and heating, ventilation, and air conditioning equipment. The project modeled energy efficiency retrofits to property owners and property managers. Through June 2017, the City offered a CDBG funded Residential Energy Efficiency Improvement Program. The City provides resources and assistance daily regarding housing maintenance at the building counter and via building inspections.

2.A.1: Work with property owners in the development of Specific Plans to guide the development of Urban Activities Center parcels to include residential development.

Promote and encourage the development of housing opportunities to accommodate current and projected housing need.

Specific Plan adoption before 2015
Abandoned: In 2017, after receiving an application from the property owner, the City amended the Land Use Element of the City’s General Plan to delete the Urban Activities Center land use designation. All properties formerly designated as Urban Activities Center have been re-designated and rezoned.

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

Table D
Program Implementation Status pursuant to GC Section 65583

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
(CCR Title 25 §6202)
ITEM 6.6

2.A.2: Work with commercial
property owners to establish residential/commercial mixed use development standards for the City’s Commercial land use district.

Promote and encourage the development of housing opportunities to accommodate current and projected housing need.

Amend municipal code before 2015
Not yet Implemented: Sufficient housing opportunities to accommodate the City’s 2014–2021 RHNA allocation exist without the establishment of mixed use development standards.

2.B.1: Participate in the County of Orange Consolidated Plan program and in the Continuum of Care to provide housing for special needs populations, particularly extremely and very low income persons. Participation will include assigning a representative to participate in meetings and events sponsored by these programs. In addition, the Resource Guide for Orange County Homeless and other publications that support the program goals will be distributed from City Hall.

Promote and encourage the development of housing opportunities to accommodate current and projected housing need. 2014-2021 Ongoing: The City participated in the development of the County of Orange’s Consolidated Plan for the years 2010 to 2015, and 2015 to 2019. In 2015, the City hosted one of the County of Orange’s Consolidated Plan Community Workshops at City Hall. Various homeless resources, including County of Orange-produced resources, are available from City Hall.

2.B.2: Revise the Laguna Woods Zoning Ordinance to identify zones that will allow the development of transitional housing facilitate transitional housing and supportive housing developments that serve extremely and very low income households, consistent with Government Code Section 65583(c)(1). Because transitional and supportive housing can be configured in different ways – either as regular multi-family housing or as group quarters the Zoning Ordinance amendment will ensure that transitional and supportive housing that function as a residential use will be treated as residential uses and only subject to those restrictions that apply to other residential uses of the same type in the same zone.

Promote and encourage the development of housing opportunities to accommodate current and projected housing need.

Within one year from adoption of the Housing Element
Implemented: Chapter 13.23 of the Laguna Woods Municipal Code, adopted in 2011. Laguna Woods Municipal Code amended in 2018, see Ordinance No. 18-05.

ITEM 6.6

2.B.3: Review and revise the
Laguna Woods Zoning Ordinance 13.23 in regards to emergency homeless shelters to ensure compliance with Government Code Section 65583(a)(4).

Promote and encourage the development of housing opportunities to accommodate current and projected housing need.

Within one year from adoption of the Housing Element
Implemented: Chapter 13.23 of the Laguna Woods Municipal Code, adopted in 2011, was amended in 2018.

3.A.1: Encourage and facilitate the development of affordable housing by:• Supporting non-profit organizations that address housing issues.• Serving as an intermediary between non-profit organizations and interested residential developers.• Assisting in application preparation and other efforts to secure funding sources for development of housing for extremely low-, very low-, lowand moderate-income residents.• Making available regional and local housing program information to residents, and assisting residents in contacting housing assistance organizations.• Inform interested developers about the range of housing allowed in areas outside of Laguna Woods Village, including housing for families. • Inform interested developers about the State density bonus program incentives available for development of affordable housing.

Encourage and facilitate the development of affordable housing opportunities for all economic segments of the community, especially for extremely- and low-income residents. 2014-2021 Ongoing: The City encourages the development of affordable housing as required by State law. Resources, information, and assistance for developers and other interested parties are available from City Hall. Seventeen (17) specifically designated affordable housing units are located in Laguna Woods. From 2014 to 2020, the City received no applications for any new housing development projects (affordable as well as market rate housing developments).

3.A.2: Continue to encourage and facilitate the use of the City’s density bonus provisions to provide affordable housing opportunities. Revise the density bonus provisions as necessary in the City’s Municipal Code to be consistent with State density bonus law.

Encourage and facilitate the development of affordable housing opportunities for all economic segments of the community, especially for extremely- and low-income residents.

Municipal Code Amendment: As required; ongoing for use of the provisions Ongoing: Section 13.26.040 of the Laguna Woods Municipal Code, adopted in 2013; Laguna Woods Municipal Code amended in 2018; see Ordinance No. 18-03 and amended in 2020; see Ordinance No. 20-02.

ITEM 6.6

3.A.3: Encourage residents to apply,
when available, for the Section 8 rental assistance program (through County of Orange Housing Authority) for extremely and very lowincome rental households. Inform local rental property owners and eligible residents of Section 8 assistance and Section 8 waitlist openings through flyers and the City’s website. Provide technical assistance during the application process to interested residents. While the City endeavors to maintain the current level of assistance through the Section 8 (72 vouchers) program, the City has no jurisdiction over the funding and operation of the Section 8 voucher program.

Encourage and facilitate the development of affordable housing opportunities for all economic segments of the community, especially for extremely- and low-income residents. 2014-2021: Advertising and technical assistance contingent on Section 8 waitlist openings Ongoing: The City receives information and application forms for Section 8 housing through the County of Orange and makes them available to residents from City Hall.

3.A.4: Continue to use CDBG funds to fund projects that improve and maintain the quality of the City’s housing stock and residential infrastructure. While the City endeavors to maintain the current level of assistance through the CDBG program, the City has no jurisdiction over the funding and operation of CDBG program.

Encourage and facilitate the development of affordable housing opportunities for all economic segments of the community, especially for extremely- and low-income residents.

Ongoing 2014-2021 Ongoing: Through June 2017, the City offered a CDBG-funded Residential Energy Efficiency Improvement Program. Uncertainty surrounding the future availability of CDBG funds, as well as the impact of increasing compliance requirements and law enforcement costs on City resources, resulted in the end of the program. Staff continues to evaluate other potential, future uses of CDBG housing rehabilitation funds.

ITEM 6.6

3.A.5: The City has received no
complaints regarding any discriminatory actions and will continue to enforce all fair housing law. The City Manager is responsible for addressing and/or referring fair housing complaints and questions to the Fair Housing Council of Orange and/or HUD. The City will provide information on fair housing rights and responsibilities, and seek to remedy known acts of discrimination within the community. The City will disseminate fair housing information at City Hall and throughout Laguna Woods in a variety of community places.

Encourage and facilitate the development of affordable housing opportunities for all economic segments of the community, especially for extremely- and low-income residents.

Ongoing 2014-2021 Ongoing: Fair housing assistance, resources, and information is available from City Hall, through the City’s code enforcement operation, and upon request.

3.A.6: Review city processes and procedures as they pertain the establishment of new housing, including market rate and all forms of affordable housing to remove undue constraints which hinder the development of new housing opportunities.

Encourage and facilitate the development of affordable housing opportunities for all economic segments of the community, especially for extremely- and low-income residents.

Review permit processes and procedures by the end of 2015 Ongoing: City staff has identified no undue constraints which hinder the development of new housing opportunities.

3.A.7: Research potential funding sources (grants, loans, and other funds) which can be used towards the planning and development of affordable housing.

Encourage and facilitate the development of affordable housing opportunities for all economic segments of the community, especially for extremely- and low-income residents.

Ongoing 2014-2021 Ongoing: City staff continues to explore sources of funding to assist with affordable housing development.

4.A.1: Partner with property owners to identify and accomplish the retrofit of dwelling units and common facilities for handicapped accessibility. The City will participate at board meetings of the housing mutuals and the Golden Rain Foundation, the principal property owner in the City, to encourage retrofitting.

Facilitate housing, transportation and physical accommodations to aid persons with disabilities. 2014-2021 Not yet Implemented: While City officials often meet with the representatives of major property owners, a mutual approach to promoting retrofitting within the community is yet to be developed.

ITEM 6.6
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2021 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 5th Cycle 10/15/2013 - 10/15/2021 Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
34 APN Street Address Project Name+ Local Jurisdiction Tracking ID+ Very Low Income Low Income Moderate Income Above Moderate Income Description of Commercial Development Bonus Commercial Development Bonus Date Approved N/A
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020
ITEM 6.6
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2021 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulasPlanning Period 5th Cycle 10/15/2013 - 10/15/2021 (CCR Title 25 §6202) Extremely LowIncome+ Very Low-Income+ Low-Income+ TOTAL UNITS+ Extremely Low- Income+ Very Low- Income+ Low-Income+ TOTAL UNITS+ Rehabilitation ActivityPreservation of Units At-RiskAcquisition of UnitsMobilehome Park PreservationTotal Units by Income Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.

Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD to receive the password that will enable you to populate these fields. The description should adequately document how each unit complies with subsection (c) of Government Code Section 65583.1+
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
ITEM 6.6
Jurisdiction Laguna Woods
Reporting Period 2021 (Jan. 1 - Dec. 31)Planning Period 5th Cycle 10/15/2013 - 10/15/2021 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
23 4
APN Street Address Project Name+ Local Jurisdiction Tracking ID+ Realistic Capacity Identified in the Housing Element Entity to whom the site transferred Intended Use for Site N/A
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional fieldCells in grey contain auto-calculation formulas (CCR Title 25 §6202)
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting year.

ITEM 6.6
Jurisdiction Laguna Woods
Note: "+" indicates an optional field
Reporting Period 2021
(Jan. 1 - Dec.
31)
Cells in grey contain autocalculation formulas
Designation Size Notes
1 2 34 5 6 7
APN Street Address/Intersection Existing Use Number of Units Surplus Designation Parcel Size (in acres) Notes N/A
Summary Row: Start Data Entry Below
Parcel Identifier

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
(CCR Title 25 §6202)
Table H
Locally Owned Surplus Sites
For Orange County jurisdictions, please format the APN's as follows:999-999-99 ITEM 6.6
Jurisdiction Laguna Woods
Reporting Year 2021 (Jan. 1 - Dec. 31)
Planning Period 5th Cycle 10/15/2013 - 10/15/2021
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
0 0
Units by Structure Type Entitled Permitted Completed
SFA 0 0 0
SFD 0 0 0
2 to 4 0 0 0
5+ 0 0 0
ADU 0 0 0
MH 0 0 0
Total 0 0 0
0 0
0 0
0 0
0 0
Income Rental Ownership Total
Very Low 0 00
Low 0 00
Moderate 0 00
Above Moderate 0 00
Total 0 00
Cells in grey contain auto-calculation formulas
Total Units Constructed with Streamlining
Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Total Units
Housing Applications Summary
Use of SB 35 Streamlining Provisions
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of Applications for Streamlining
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Units Constructed - SB 35 Streamlining Permits
Number of Streamlining Applications Approved
Total Developments Approved with Streamlining
ITEM 6.6
Jurisdiction Laguna Woods
Reporting Year 2021 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto‐populated based on amounts entered in rows 15‐26.

Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes Housing Needs Assessment $12,500.00 $0.00 None
Necessary forimplementing ‐ Updated HousingNeeds Assessment Housing Constraints Analysis $18,750.00 $0.00 None
Necessary forimplementing ‐ Updated HousingConstraints Analysis Technical Assistance $18,750.00 $0.00 None
Necessary forimplementing ‐ As‐needed consultantsupport California Environmental Quality
Act (CEQA) $15,000.00 $0.00
Local
General
Fund
Necessary forimplementing ‐ Environmental review
Summary of entitlements, building permits, and certificates of occupancy (auto‐populated from Table A2) Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 00 Current Year
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
In Progress

ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
In Progress
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable.
$ 65,000.00
Task Status
CompletedCompleted
ITEM 6.6
Deed Restricted 0
Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 00 Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 00 Moderate
Above Moderate
Total Units
Very Low
Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
ITEM 6.6
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6.7 ROAD REPAIR AND ACCOUNTABILITY ACT OF
2017 PROJECT LIST
This page is intentionally blank.

ITEM 6.7
R 22-XX 1 XX-XX-2022
RESOLUTION NO. 22-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA
WOODS, CALIFORNIA, ADOPTING A LIST OF FISCAL YEAR 2022-23

PROJECTS PROPOSED TO RECEIVE FUNDING FROM THE ROAD
REPAIR AND ACCOUNTABILITY ACT OF 2017’S LOCAL STREETS

AND ROADS FUNDING PROGRAM (ROAD MAINTENANCE AND

REHABILITATION ACCOUNT), AS REQUIRED BY CALIFORNIA
STREETS AND HIGHWAYS CODE SECTION 2034(A)(1), AND

MAKING RELATED AUTHORIZATIONS
WHEREAS, California Streets and Highways Code Section 2034(a)(1) requires cities to adopt by resolution a list of projects proposed to receive funding from the Road Repair and Accountability Act of 2017’s Local Streets and Roads Funding Program (Road Maintenance and Rehabilitation Account) (“Project List”) prior to receiving an apportionment of such funds for each fiscal year; and WHEREAS, California Streets and Highways Code Section 2034(a)(1) requires each Project List to include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and
WHEREAS, California Streets and Highways Code Section 2034(a)(1) specifies that Project Lists shall not limit a city’s flexibility to fund projects in accordance with local needs and priorities, so long as the projects are consistent with California Streets and Highways Code Section 2030(b); and WHEREAS, the Fiscal Years 2021-32 Capital Improvement Program identifies the “Pavement Management Plan Project (Southbound Moulton Parkway between Calle Cortez and South City Limit)” as the Fiscal Year 2022-23 project proposed to receive funding from the Road Repair and Accountability Act of 2017’s Local Streets and Roads Funding Program (Road Maintenance and Rehabilitation Account).

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

WOODS, CALIFORNIA DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. The Project List attached hereto as Exhibit A is hereby adopted for Fiscal Year 2022-23.

ITEM 6.7
R 22-XX 2 XX-XX-2022
SECTION 2. The City Manager is hereby authorized to submit the adopted Project List and any additional information necessary to receive funding from the Road Repair and Accountability Act of 2017’s Local Streets and Roads Funding Program (Road Maintenance and Rehabilitation Account) to the State of California, California Transportation Commission, and such other parties as may be necessary.

SECTION 3. The Mayor shall sign this resolution and the City Clerk shall attest and certify to the passage and adoption thereof.

PASSED, APPROVED AND ADOPTED on this XX day of XX 2022. _______________________________
CAROL MOORE, Mayor
ATTEST:
________________________________
YOLIE TRIPPY, CMC, City Clerk

STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF LAGUNA WOODS )
I, YOLIE TRIPPY, City Clerk of the City of Laguna Woods, do HEREBY CERTIFY that the foregoing Resolution No. 22-XX was duly adopted by the City Council of the City of Laguna Woods at a regular meeting thereof, held on the XX day of XX 2022, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
_________________________________
YOLIE TRIPPY, CMC, City Clerk
ITEM 6.7 – Exhibit A

EXHIBIT A
Road Repair and Accountability Act of 2017
Local Streets and Roads Funding Program
Project List
General Info for Project List Submittal:
• Agency Name: City of Laguna Woods
• Fiscal Year: 2022-23
• Project Title: Pavement Management Plan Project (Southbound Moulton Parkway between Calle Cortez and South City Limit)
Specific Proposed Project Information Description:
• Project Description: This project involves the rehabilitation of approximately 10,000 linear feet of pavement on southbound Moulton Parkway between Calle Cortez and the south City limit, including asphalt concrete pavement cold milling and repaving.

Location:
• Southbound Moulton Parkway between Calle Cortez and South City Limit, in Laguna Woods, CA 92637
Legislative Districts:
• Congressional District: 45
• State Senate District: 37
• State Assembly District: 74
Proposed Schedule for Completion:
• Month and year that pre-construction is anticipated to be complete: 11/2022 • Month and year that construction is anticipated to be complete: 6/2023 Estimated Useful Life:
• Minimum: 15 years
• Maximum: 15 years
This page is intentionally blank.

7.1 BUILDING, PLANNING, ENCROACHMENT,

AND GRADING PERMIT FEES
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ITEM 7.1
CC  03-16-2022 RM ITEM 7.1 – AR Page 1 of 4
City of Laguna Woods
Agenda Report
TO: Honorable Mayor and City Councilmembers
FROM: Christopher Macon, City Manager
FOR: March 16, 2022 Regular Meeting
SUBJECT: Building, Planning, Encroachment, and Grading Permit Fees Recommendation

1. Receive staff report.

AND

2. Resume the public hearing that was continued from the regular meeting of the City Council on February 16, 2022.

AND

3. Receive public testimony.

AND

4. Close public hearing.

AND

5. Adopt a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, ADOPTING NEW AND INCREASED OR

MODIFIED BUILDING AND PLANNING SERVICES FEES, AND

ENCROACHMENT AND GRADING PERMIT FEES
ITEM 7.1
ITEM 7.1 – AR Page 2 of 4 CC  03-16-2022 RM
Background
ClearSource Financial, under contract with the City, recently completed a study of the “nexus” between the City’s fees and the reasonable costs of providing building and planning services, as well as encroachment and grading permitting (Attachment A). That study is a part of the City’s annual evaluation of the adequacy and rationality of its fees, including its reasonable costs of providing services.

The Building, Planning, Encroachment, and Grading Permit Fee Study includes calculations of how fees would need to be established in order to recover the City’s reasonable costs of providing services. State law prohibits the City from charging more than its reasonable costs. While the City may charge less than its reasonable costs, the practical implication of doing so is that subsidies would then be borne by taxpayers as the City covers its costs with property tax, sales tax, or other revenues that could otherwise be used to fund and maintain other programs, projects, and services.

To assist with the preparation of the Building, Planning, Encroachment, and Grading Permit Fee Study and proposed fee schedule, a Central Service Cost Allocation Plan and Indirect Cost Rate Calculation-Full Cost Plan was prepared with estimates of the citywide overhead costs eligible for recovery from fees. The outcomes of the Central Service Cost Allocation Plan and Indirect Cost Rate Calculation-Full Cost Plan have been incorporated into the Building, Planning, Encroachment, and Grading Permit Fee Study, including an indirect cost rate of 24%. The following table shows how the City has been able to significantly reduce and manage its overhead costs for the upcoming and preceding seven fiscal years.

Table 1: Indirect Cost Rates, Fiscal Years 2015-16 to 2022-23 Fiscal
Year
2015-16
Fiscal
Year
2016-17
Fiscal
Year
2017-18
Fiscal
Year
2018-19
Fiscal
Year
2019-20
Fiscal
Year
2020-21
Fiscal
Year
2021-22
Fiscal
Year
2022-23
41% 33% 32% 28% 26% 27% 25% 24%
Discussion
At today’s meeting, the City Council will conduct a public hearing regarding the proposed Building, Planning, Encroachment, and Grading Permit Fee Schedule ITEM 7.1
CC  03-16-2022 RM ITEM 7.1 – AR Page 3 of 4
(Attachment B), after which adoption will be considered. In accordance with state law, any new and increased or modified fees could take effect no less than 60 days from the date of adoption. Staff recommends an effective date of May 16, 2022.

Fees are proposed to be set at the City’s reasonable cost of providing services, except in instances where state law limits the City’s ability to charge more than a specified amount (e.g., certain types of solar energy systems) and for certain special purpose fees (e.g., appeals of planning decisions). Each proposed fee adjustment is identified in the Building, Planning, Encroachment, and Grading Permit Fee Study.

The proposed Building, Planning, Encroachment, and Grading Permit Fee Schedule would also provide future authority for the City Manager to waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability, as provided for by California Health and Safety Code Section 17951.7. Fee waivers or reductions would not be authorized until the City Council adopts an ordinance to establish a standard application form that may be used to apply for the waivers or reductions, including the requirements for proof of a qualifying disability, as required by California Health and Safety Code Section 17951.7(b). The adoption of such an ordinance is required by General Plan Housing Element Program H-2.2.2 with completion anticipated by the end of the current calendar year.

No new permit requirements would be created by adoption of the proposed Building, Planning, Encroachment, and Grading Permit Fee Schedule.

Environmental Review
This action is not subject to the California Environmental Quality Act (Pub.

Resources Code, Sec. 21000 et seq.) (“CEQA”) pursuant to sections 15060(c)(2) (the activities will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activities are not a project as defined in section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3. CEQA Guideline section 15378(b)(4) excludes “government funding mechanisms or other government fiscal activities” from its definition of “project” when they “do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment,” as is the case here. Even if this action were subject to CEQA, it would be categorically exempt under CEQA Guideline section 15273, which applies to the establishment, modification, structuring, restructuring, or approval of ITEM 7.1
ITEM 7.1 – AR Page 4 of 4 CC  03-16-2022 RM
rates, tolls, fares, or other charges by the City, when such charges are for the purpose of (1) meeting operating expenses, including employee wage rates and fringe benefits, and (2) purchasing or leasing supplies, equipment, or materials – as is the case with the building, planning, encroachment, and grading permit fees.

Finally, this action is exempt from CEQA based on CEQA Guideline section 15061(b)(3) because it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.

Fiscal Impact
The proposed Building, Planning, Encroachment, and Grading Permit Fee Schedule would modify cost recovery for most fees to 100%. In accordance with state law, revenue from fees would offset only reasonable costs of providing services.

Fee waivers and reductions, as provided for by California Health and Safety Code Section 17951.7, are expected to be infrequent and have a negligible impact on the General Fund.

Sufficient funds to support this project are included in the City’s budget.

Attachments: A – Building, Planning, Encroachment, and Grading Permit Fee Study B – Proposed Resolution
Exhibit A – Proposed Building, Planning, Encroachment, and Grading Permit Fee Schedule
City of Laguna Woods
Building, Planning, Encroachment and Grading Permit Fee Study - February 2022 -
ITEM 7.1 - Attachment A
Table of Contents
Executive Summary ....................................................................................................................................... 1 Recommendations ........................................................................................................................................ 3 Legislative Guidance ..................................................................................................................................... 4 Study Methodology ....................................................................................................................................... 5 General Findings ........................................................................................................................................... 6 Building Fees ............................................................................................................................................. 6 Planning Fees ............................................................................................................................................ 6 Encroachment Permit Fees ....................................................................................................................... 6 Grading Permit Fees .................................................................................................................................. 7 Appendix ....................................................................................................................................................... 8 ITEM 7.1 - Attachment A
1 Executive Summary
Background
The City of Laguna Woods conducts periodic examinations of the various user and regulatory fees it collects. Routinely examining the costs of providing fee related services and making deliberate decisions about the recovery of costs and fee modifications helps cities maintain fiscal sustainability and respond to the changing needs of citizens, changes in regulations, and changes in local and regional economies.

The current study examines the City’s costs of providing building, planning, encroachment, and grading permit fee-related services. The outcomes and recommendations of the study are intended to comply with applicable federal, state, and local laws including providing confirmation that the proposed fees (charges) recommended as a result of this study are not a tax as defined in Article 13C of the California Constitution and that the proposed fees are no more than necessary to the cover the reasonable costs of the City’s activities and services addressed in the fees. Additionally, this report is intended to show that the manner in which the costs are allocated to a payor bear a fair and reasonable relationship to the payor’s burdens on, or benefits received from, the activities and services provided by the City of Laguna Woods.

The primary goals of this study were to:
 Identify the full cost of providing fee-related services  Calculate fully-burdened hourly rates for fee-related service providers  Determine current cost recovery levels
 Examine existing fee calculation methodologies and modify, if necessary, to more closely align calculation methodology to the cost of services being provided  Provide a sample fee schedule that illustrates fees assuming full or targeted cost recovery levels  Estimate anticipated revenue impacts of modifying fees to reflect full or targeted cost recovery  Deliver an updated schedule of fees after Council review and adoption of any fee modifications Key Findings
 Building
o 99 individual building fee categories were examined as part of this study. o The current cost recovery level for most fees is 95%. The proposed cost recovery level is 100% for the majority of services examined.
o Recalibrating fees to recover 100% of the cost of service will result in a 5% increase for most of the City’s construction permit fees.
o The primary driver of the increase in proposed fees is an increase in the costs of contract Building Official services, offset by a reduction in the number of hours for contract building inspection services.

ITEM 7.1 - Attachment A
2  Planning
o 31 individual planning fee categories were examined as part of this study. o The cost of service study calculated a $159 fully-burdened hourly rate for fee-related planning services. The prior study calculated a $158 fully-burdened hourly rate. o The City’s proposed fees are intended to recover 100% of the cost of service. o With an increase to the underlying hourly rate, fee-related services currently recover 99% of the cost of service, necessitating a slight increase for most services.  Encroachment Permit Fees
o The City’s proposed fees are intended to recover 100% of the cost of service. o The cost of service study calculated a $185 fully-burdened hourly rate for fee-related engineering services. The prior study calculated a $181 fully-burdened hourly rate. o Recalibrating fees to recover 100% of the cost of service will result in a 2% increase for most of the City’s encroachment permit fees.
 Grading Permit Fees
o The initial deposit amount for grading plan check and inspection is proposed to remain unchanged. Any unused deposit will be returned to the applicant. If additional resources are needed, the City will notify the applicant to request deposit replenishment.

ITEM 7.1 - Attachment A
3 Recommendations
The fees included as part of this study are set at the direction of the City Council. Consequently, the City Council may adopt fees and modify them at a future date as costs of service change, city policies or goals change, project volumes change, service recipient feedback is received, and annual revenue impact of fees is confirmed.

If the City decides to adopt modified fees it should:
 Ensure that City staff begin fee collections using updated fee schedules once the adopted fees are effective.
 Actively monitor and bill for deposit-based fees - Fees for highly variable services are often set to recover the estimated full cost of service, using an hourly billing methodology and collection of an initial deposit. In order to recover the targeted amounts expected from these fees, the City should be diligent about tracking time for deposit-based projects and requesting additional amounts for projects with costs exceeding those collected via the initial deposit.  Periodically Review and Adjust Fees and Calculation Methodologies – As part of this study, several changes were made to fee calculation methodologies. These changes were made in an effort to align fees more closely to the services provided. The city should continue its proactive efforts to refine fee structures to reflect the review and permitting services provided by the city.

Additionally, the fee schedule allows for hourly billing of projects that fall outside the scope of those considered when developing the fee schedule. Also, if fees for services are unintentionally omitted from the adopted fee schedule, they should be added to the fee schedule as part of a future update.
 Monitor feedback and permit statistics - Monitor permit and application volumes and homeowner/contractor feedback to determine if fee modifications are resulting in any unanticipated changes in project frequency and to increase the level of detail available for revenue forecasting.

Additionally, the City may consider the following:
 Adjust fees on an annual basis using inflationary index - In order to maintain pace with regional cost inflation, the City should consider adjusting its fees on an annual basis. The all-urban Consumer Price Index for Los Angeles, Long Beach, and Anaheim is a readily available inflationary index that may be used for adjusting fees (alternative indices are available).  Conduct future fee studies on a regular basis – In order to avoid situations where cost recovery levels fall below full or targeted levels, the City should consider conducting future fee studies whenever operations change significantly or, at a minimum, every two fiscal years.

ITEM 7.1 - Attachment A
4 Legislative Guidance
The objectives of the study, the methodology used to complete the study, and the proposed fees were significantly influenced by Article 13C of the California Constitution and Section 66014 of the California Government Code.

Article 13C states that the local government bears the burden of proving by a preponderance of the evidence that a levy, charge, or other exaction is not a tax, that the amount is no more than necessary to cover the reasonable costs of the governmental activity, and that the manner in which those costs are allocated to a payor bear a fair or reasonable relationship to the payor's burdens on, or benefits received from, the governmental activity. Additionally, Article 13C identifies the following as items that are not defined as taxes:
1) A charge imposed for a specific benefit conferred or privilege granted directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of conferring the benefit or granting the privilege. 2) A charge imposed for a specific government service or product provided directly to the payor that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of providing the service or product.
3) A charge imposed for the reasonable regulatory costs to a local government for issuing licenses and permits, performing investigations, inspections, and audits, enforcing agricultural marketing orders, and the administrative enforcement and adjudication thereof. 4) A charge imposed for entrance to or use of local government property, or the purchase, rental, or lease of local government property.
5) A fine, penalty, or other monetary charge imposed by the judicial branch of government or a local government, as a result of a violation of law.
6) A charge imposed as a condition of property development. 7) Assessments and property-related fees imposed in accordance with the provisions of Article XIII D of the California Constitution.

Section 66014(a) of the California Government Code includes the following, “Notwithstanding any other provision of law, when a local agency charges fees for zoning variances; zoning changes; use permits; building inspections; building permits; …the processing of maps under the provisions of the Subdivision Map Act…; or planning services…; those fees may not exceed the estimated reasonable cost of providing the service for which the fee is charged, unless a question regarding the amount of the fee charged in excess of the estimated reasonable cost of providing the services or materials is submitted to, and approved by, a popular vote of two-thirds of those electors voting on the issue.” ITEM 7.1 - Attachment A
5 Study Methodology
This study calculated the estimated reasonable cost of providing various building, planning, encroachment, and grading permit fee-related services. Generally, the estimated reasonable cost of providing the fee-related services and activities examined in this study can be calculated as the product of the composite fully-burdened hourly labor rate of the in-house staff or contract service personnel responsible for providing services and the estimated labor time required to process a typical request for service (see illustration below).

The composite fully-burdened hourly rates calculated in this study are based on the estimated annual hours spent providing fee related services, and estimated labor, services and supplies, and citywide overhead expenditures:
 Estimated annual hours spent providing fee related services were developed based on responses received from multiple interviews and targeted questionnaires.  Labor expenditures for in-house personnel were based on forecasts of Fiscal Year 2021/22 salary and benefits expenditures.
 Contract service personnel related costs were based on the rates outlined in the consultant agreements established, and forecasted contract service expenditures, for various building, planning, and engineering services
 All other services and supplies expenditures were based on Fiscal Year 2021/22 budgeted expenditures.

Estimated labor times were primarily sourced from prior year fee studies, in which labor times were developed based on responses received from multiple interviews and targeted questionnaires of the staff primarily responsible for the provision of services examined in the study, along with an extensive review of actual permits issued during previous years. The changes incorporate departmental feedback regarding typical plan review and inspection service times.

Once cost of service levels are identified, the City may use this information to inform targeted cost recovery from fees. Fees set at the cost of service target full cost recovery. Fees set at any amount less than the cost of service target less than full cost recovery.

Hourly rate * Labor hours = Cost of service
Proposed fee ÷ Cost of service = Targeted Cost Recovery ITEM 7.1 - Attachment A
6 General Findings
Building Fees
The Planning & Environmental Services Department provides permitting, plan check, and inspection services for new construction, alterations, and additions throughout Laguna Woods, enforcing the provisions of the California Building Standards Code. Additionally, the Department serves as a primary building code resource to contractors, architects, engineers, developers, business owners, and property owners in Laguna Woods.
 99 individual building fee categories were examined as part of this study.  The current cost recovery level for the majority of fees is 95%. The proposed cost recovery level is 100% for the majority of services examined.
 Recalibrating fees to recover 100% of the cost of service will result in a 5% increase for the majority of the City’s construction permit fees.
 The primary driver of the increase in proposed fees is an increase in the costs of contract Building Official services, offset by a reduction in the number of hours for contract building inspection services.

Planning Fees
The Planning & Environmental Services Department leads the City’s current and long-range planning efforts, including processing and review of applications for development within the City of Laguna Woods.

Additionally, the Department serves as a primary planning and zoning resource to contractors, architects, engineers, developers, business owners, and property owners in Laguna Woods.  31 individual planning fee categories were examined as part of this study.  The cost of service study calculated a $159 fully-burdened hourly rate for fee-related planning services. The prior study calculated a $158 fully-burdened hourly rate.  The City’s proposed fees are intended to recover 100% of the cost of service.  With an increase to the underlying hourly rate, fee-related services currently recover 99% of the cost of service, necessitating a slight increase for most services.

Encroachment Permit Fees
The primary applicants for encroachment permits in the City of Laguna Woods include utility and telecommunications companies such as Southern California Edison, AT&T, and regional water districts.

Additionally, requests for encroachments may be received from landscaping companies, environmental engineering companies, and other businesses and contractors.  The City’s proposed fees are intended to recover 100% of the cost of service.

ITEM 7.1 - Attachment A
7  The cost of service study calculated a $185 fully-burdened hourly rate for fee-related engineering services. The prior study calculated a $181 fully-burdened hourly rate.  Recalibrating fees to recover 100% of the cost of service will result in an 2% increase for most of the City’s encroachment permit fees.

Grading Permit Fees
The initial deposit amount for grading plan check and inspection is proposed to remain unchanged. Any unused deposit will be returned to the applicant. If additional resources are needed, the City will notify the applicant to request deposit replenishment.

ITEM 7.1 - Attachment A
8 Appendix
The appendix provides detailed analytical findings from the study, including the amount of cost, or estimated cost, required to provide the services for which the fee or service charge is levied and the revenue sources anticipated to provide the service, including General Fund revenues. For any fees targeted to recover less than 100% of the estimated reasonable cost of service, it is anticipated that General Fund revenues of the City would fund the difference between the targeted recovery level and 100% recovery of the estimated cost of service. These amounts are identified in the Working Version of the Schedules of Building, Planning, Encroachment and Grading Permit Fees. Additionally, the appendix includes a sample, for illustrative purposes, of the Master Schedules of Building, Planning, Encroachment and Grading Permit Fees assuming full or targeted cost recovery levels.

ITEM 7.1 - Attachment A
Contents Page
Calculation of Fully-Burdened Hourly Rates
Building A - 3
Planning A - 8
Encroachment Permits and Grading Permits A - 12
Calculation of the Costs of Providing Fee Related Services Building A - 15
Planning A - 22
Encroachment Permits and Grading Permits A - 24
Working Version of the Master Fee Schedule
Building Fees A - 27
Planning Fees A - 31
Encroachment Permit and Grading Permit Fees A - 32
Master Fee Schedule
Building Fees A - 34
Planning Fees A - 39
Encroachment Permit and Grading Permit Fees A - 40
Appendix
Table of Contents
A - 1
ITEM 7.1 - Attachment A
Calculation of Fully-Burdened Hourly Rates
A - 2
ITEM 7.1 - Attachment A
Calculation of Fully-Burdened Hourly Rate
Building
A - 3
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Planning & Environmental Services (Building) - Allocation of Annual Labor Effort [a] Position
Bldg
Official
Bldg Insp'ctr
Shift I-1
Bldg Insp'ctr
Shift I-2
Permit
Technician
Permit
Technician
Add'l
Contract PC Total
Allocation to Building 100% 100% 100% 100% 100% 100%
Calculation of Productive Hours
Annual Hours - Standard 2,080 2,080 1,040 2,080 2,080 480 9,840 Less: Annual Leave - - - - - - -
Productive Hours 2,080 2,080 1,040 2,080 2,080 480 9,840 Indirect Activities and Services
General Administration and Mgmt 416 390 195 520 520 - 2,041 Certification and Training - - - - - - -
Code, Policies, and Procedures Update 104 - - - - - 104 Code Enforcement and Compliance 104 - - - - - 104
Permit Processing and Support - - - - - - -
Public Information and Assistance 208 - - 260 260 - 728 Total Indirect Activities and Services Work Hours 832 390 195 780 780 - 2,977 Direct Hours 1,248 1,690 845 1,300 1,300 480 6,863
Salary $ - $ - $ - $ - $ - $ - $ -
Benefits $ - $ - $ - $ - $ - $ - $ -
Contract Services $ 270,400 $ 156,000 $ 78,000 $ 135,200 $ 135,200 $ 60,000 $ 834,800 Total $ 270,400 $ 156,000 $ 78,000 $ 135,200 $ 135,200 $ 60,000 $ 834,800 Indirect Activities and Services
General Administration and Mgmt 20% 19% 19% 25% 25% 0% 20% Certification and Training 0% 0% 0% 0% 0% 0% 0%
Code, Policies, and Procedures Update 5% 0% 0% 0% 0% 0% 2% Code Enforcement and Compliance 5% 0% 0% 0% 0% 0% 2%
Permit Processing and Support 0% 0% 0% 0% 0% 0% 0%
Public Information and Assistance 10% 0% 0% 13% 13% 0% 7% Total Indirect Activities and Services Work Hours 40% 19% 19% 38% 38% 0% 30% Direct Hours 60% 81% 81% 63% 63% 100% 70%
Notes
[a] Source: Contract services agreements and annual labor allocation feedback provided by Planning & Environmental Services Department and City Management staff.

A - 4
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Planning & Environmental Services (Building) - Calculation of Fully-Burdened Hourly Rate Estimated In-House Labor and Contract Services Expenditures [a][b][c] Description Total Notes
Salaries $ -
Benefits $ -
Contract Services $ 834,800
Total - Labor Expenditures $ 834,800
Recurring Non-Labor Expenditures
Description
FY 2021/22
Budget Adjustment Subtotal Notes
General Expenses
Building Services $ 779,680 $ (779,680) $ - [d]
Building Services, Printing $ 2,000 $ - $ 2,000 [e]
Building Services, Publications $ - $ - $ - [f]
Building Services, Software $ 42,149 $ - $ 42,149
Building Services, State Fees $ 5,200 $ - $ 5,200
Code Enforcement Services $ 34,560 $ (34,560) $ - [g]
Community Waste Events and Collections $ 40,635 $ (40,635) $ - [g] Planning Services $ 45,000 $ (45,000) $ - [g]
Waste Management Services $ 29,746 $ (29,746) $ - [g]
Water Quality Services $ 130,470 $ (130,470) $ - [g]
Compensation & Benefits
Salaries, Full-time $ 163,496 $ (163,496) $ - [h]
Fringe Benefits $ 24,000 $ (24,000) $ - [h]
Supplemental Allowances $ 1,908 $ (1,908) $ - [h]
Payroll Taxes $ 14,693 $ (14,693) $ - [h]
Retirement $ 18,490 $ (18,490) $ - [h]
Non-Operating
Non-Operating $ 25,000 $ (25,000) $ - [b]
Total $ 1,357,027 $ (1,307,678) $ 49,349
A - 5
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Planning & Environmental Services (Building) - Calculation of Fully-Burdened Hourly Rate Departmental Overhead
Description FTE
Base Annual
Salary Share to Bldg Notes
Management Analyst 1.00 $ 88,716 30% [i]
Management Analyst 1.00 $ 70,018 0% [i]
Total 2.00 $ 158,734
Description
Dept OH
Personnel
Share to
Building Total Notes
Estimated Departmental Overhead $ 222,587 17% $ 37,321 [i] Citywide Overhead
Description
C'wide Indirect
Rate
Modified Direct
Expenditures
Bldg Share of
C'wide
Overhead Notes
Estimated Citywide Overhead 24% $ 921,470 $ 221,153 [j][k] Calculation of Fully-Burdened Hourly Rate
Description
Annual
Allocation
[a] Labor Non-Labor Dept Overhead
Citywide
Overhead Total
Targeted
Recovery from
Fees
Amount
Recoverable
from Fees
Targeted
Hourly Rate
General Administration and Mgmt 20% $ 165,555 $ 9,787 $ 7,401 $ 43,858 $ 226,601 98% $ 222,024 $ 32 Certification and Training 0% $ - $ - $ - $ - $ - 100% $ - $ - Code, Policies, and Procedures Update 2% $ 13,520 $ 799 $ 604 $ 3,582 $ 18,505 100% $ 18,505 $ 3 Code Enforcement and Compliance 2% $ 13,520 $ 799 $ 604 $ 3,582 $ 18,505 0% $ - $ - Permit Processing and Support 0% $ - $ - $ - $ - $ - 100% $ - $ - Public Information and Assistance 7% $ 60,840 $ 3,597 $ 2,720 $ 16,118 $ 83,274 100% $ 83,274 $ 12 Direct Hours 70% $ 581,365 $ 34,367 $ 25,991 $ 154,014 $ 795,737 100% $ 795,737 $ 116 Total 100% $ 834,800 $ 49,349 $ 37,321 $ 221,153 $ 1,142,623 98% $ 1,119,540 $ 163 Direct Hours 6,863
A - 6
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Planning & Environmental Services (Building) - Calculation of Fully-Burdened Hourly Rate Notes
[h] These expenses have been adjusted out to avoid double counting. They are accounted for in the departmental overhead section of this model. [i] Amount represents typical on-going support provided to Building. [j] See Citywide Overhead Cost Allocation Plan for FY 22/23 - Full Cost Version. [k] Building share of estimated citywide overhead calculated as follows: citywide indirect cost rate * modified direct expenditures for building fee-related services. [a] See worksheet labeled "Planning & Environmental Services (Building) - Allocation of Annual Labor Effort". [b] Excludes in-house labor expenses budgeted to this department, since the forecasted expenditures for in-house staff are allocated as part of the departmental overhead costs. Adjustment to avoid double counting.
[c] The expenditures shown here are reflective of the current contract services costs anticipated to be incurred for Building Official, permit counter, inspection, and plan review services. [d] Accounted for in labor and contract services section of the model. Adjustment to avoid double counting. [e] For printing of development related forms and job cards. [f] For building code books.
[g] Adjustment to exclude costs not linked to building fee-related services.

A - 7
ITEM 7.1 - Attachment A
Calculation of Fully-Burdened Hourly Rate
Planning
A - 8
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Planning & Environmental Services (Planning) - Allocation of Annual Labor Effort [a] Position
Mgmt. Analyst
[a]
Contract Services
[b] Total
Allocation to Planning 60% 100%
Calculation of Productive Hours
Annual Hours - Standard 1,248 250 1,498
Less: Annual Leave 72 - 72
Productive Hours 1,176 250 1,426
Indirect Activities and Services
General Administration and Mgmt 294 - 294
Certification and Training 24 - 24
Code, Policies, and Procedures Update 59 - 59
Code Enforcement and Compliance 12 - 12
Public Information and Assistance 235 - 235
Total Indirect Activities and Services Work Hours 623 - 623 Direct Hours 553 250 803
Salary $ 53,230 $ - $ 53,230
Benefits $ 22,352 $ - $ 22,352
Contract Services $ - $ 28,088 $ 28,088
Total $ 75,582 $ 28,088 $ 103,669
Indirect Activities and Services
General Administration and Mgmt 25% 0% 18%
Certification and Training 2% 0% 1%
Code, Policies, and Procedures Update 5% 0% 4%
Code Enforcement and Compliance 1% 0% 1%
Public Information and Assistance 20% 0% 15%
Total Indirect Activities and Services Work Hours 53% 0% 39% Direct Hours 47% 100% 61%
Notes
[a] Source: Annual labor allocation estimates provided by Planning & Environmental Services Department and City Management staff. [b] Assumes 250 hours per year at approximately $112 per hour. The houry rate for contract services equals the average of hourly rates for Assistant Planner($91) and Sr.

Planner ($133).
* Amounts represent estimated labor effort and costs associated with Planning functional division. Services provided to other functional divisions have been excluded from this analysis in order to avoid recovering non-planning related costs from planning fees. Estimated annual support to the Planning functional division is based on feedback received from City staff.

A - 9
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Planning & Environmental Services (Planning) - Calculation of Fully-Burdened Hourly Rate Estimated In-House Labor and Contract Services Expenditures [a] Description Total Notes
Salaries $ 53,230
Benefits $ 22,352
Contract Services $ 28,088
Total - Labor Expenditures $ 103,669
Recurring Non-Labor Expenditures
Description
FY 2021/22
Budget Adjustment Subtotal Notes
General Expenses
Building Services $ 779,680 $ (779,680) $ - [b]
Building Services, Printing $ 2,000 $ (2,000) $ - [b]
Building Services, Publications $ - $ - $ - [b]
Building Services, Software $ 42,149 $ (42,149) $ - [b] Building Services, State Fees $ 5,200 $ (5,200) $ - [b] Code Enforcement Services $ 34,560 $ (34,560) $ - [b]
Community Waste Events and Collections $ 40,635 $ (40,635) $ - [b] Planning Services $ 45,000 $ (45,000) $ - [c]
Waste Management Services $ 29,746 $ (29,746) $ - [b]
Water Quality Services $ 130,470 $ (130,470) $ - [b]
Compensation & Benefits
Salaries, Full-time $ 163,496 $ (163,496) $ - [d]
Fringe Benefits $ 24,000 $ (24,000) $ - [d]
Supplemental Allowances $ 1,908 $ (1,908) $ - [d]
Payroll Taxes $ 14,693 $ (14,693) $ - [d]
Retirement $ 18,490 $ (18,490) $ - [d]
Non-Operating
Non-Operating $ 25,000 $ (25,000) $ - [b]
Subtotal $ 1,357,027 $ (1,357,027) $ -
A - 10
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Planning & Environmental Services (Planning) - Calculation of Fully-Burdened Hourly Rate Departmental Overhead
Description
Dept OH
Personnel
Planning Est.

Share of Dept
Overhead Total Notes
Estimated Departmental Overhead $ 222,587 0% $ - [e]
Citywide Overhead
Description
C'wide Indirect
Rate
Modified Direct
Expenditures
Plan'g
Share of
C'wide
Overhead Notes
Estimated Citywide Overhead 24% $ 103,669 $ 24,881 [f][g] Calculation of Fully-Burdened Hourly Rate
Description
Annual
Allocation
[a] Labor Non-Labor
Dept
Overhead
Citywide
Overhead Total
Targeted
Recovery
from Fees
Amount
Recoverable
from Fees
Targeted
Hourly Rate
General Administration and Mgmt 18% $ 18,895 $ - $ - $ 4,535 $ 23,430 99% $ 23,221 $ 29 Certification and Training 1% $ 1,512 $ - $ - $ 363 $ 1,874 100% $ 1,874 $ 2 Code, Policies, and Procedures Update 4% $ 3,779 $ - $ - $ 907 $ 4,686 100% $ 4,686 $ 6 Code Enforcement and Compliance 1% $ 756 $ - $ - $ 181 $ 937 0% $ - $ - Public Information and Assistance 15% $ 15,116 $ - $ - $ 3,628 $ 18,744 100% $ 18,744 $ 23 Direct Hours 61% $ 63,611 $ - $ - $ 15,267 $ 78,878 100% $ 78,878 $ 98 Total 100% $ 103,669 $ - $ - $ 24,881 $ 128,550 99% $ 127,404 $ 159 Direct Hours 803
Notes
[f] See Citywide Overhead Cost Allocation Plan for FY 22/23 - Full Cost Version. [g] Planning share of estimated citywide overhead calculated as follows: citywide indirect cost rate * modified direct expenditures for planning fee-related services. [a] See worksheet labeled "Planning & Environmental Services (Planning) - Allocation of Annual Labor Effort". [b] Adjustment to exclude expenditures not linked to current planning fee-related services. [c] Adjustment to exclude Contract Planning expenditures not related to applicant initiated planning activities. [d] Accounted for in labor and contract services section of the model. Adjustment to avoid double counting. [e] The Management Analyst for development programs is currently the primary contact point for current planning services. If additional personnel are added to this division in the future, the Planning division will receive a share of Departmental Overhead.

A - 11
ITEM 7.1 - Attachment A
Calculation of Fully-Burdened Hourly Rate
Encroachment Permits and Grading Permits
A - 12
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Calculation of Fully-Burdened Hourly Rate
Estimated Contract Services Hourly Rate for Encroachment and Grading Permitting Description Rate Unit Notes
City Engineer $ 149 per hour [a]
Total $ 149 per hour
Recurring Non-Labor Expenditures
Description
FY 2021/22
Budget Adjustment Subtotal Notes
General Expenses
Engineering Services $ 14,460 $ (14,460) $ - [b]
Landscaping Services $ 68,523 $ (68,523) $ - [b]
Landscaping Services, M2 Maint of Effort $ 104,578 $ (104,578) $ - [b] Utilities
Utilities, Street Lights, Residential $ 24,699 $ (24,699) $ - [b] Compensation & Benefits
Salaries, Full-time (Less M2 Maintenance of Effort) $ 61,002 $ (61,002) $ - [c] Fringe Benefits $ 9,191 $ (9,191) $ - [c]
Supplemental Allowances $ 731 $ (731) $ - [c]
Payroll Taxes $ 5,523 $ (5,523) $ - [c]
Retirement $ 4,423 $ (4,423) $ - [c]
Non-Operating
Non-Operating $ - $ - $ - [b]
Subtotal $ 293,130 $ (293,130) $ -
Citywide Overhead
Description
C'wide Indirect
Rate Notes
Estimated Citywide Overhead 24% [d]
Calculation of Fully-Burdened Hourly Rate
Description
Contract Svcs.

Hourly Rate
Citywide
Overhead Rate Total
Hourly Rate for Encroachment Permitting Services $ 149 $ 36 $ 185 Notes:
[a] Source: Consultant Services Agreement for City Engineering and Traffic Operations Services. [b] Adjustment to exclude expenditures not linked to fee-related services and/or adjustment to exclude items already considered in the contract services hourly rate section of this model.
[c] These expenditures are composed of a portion of the budgeted salary and benefits expenditures of the Management Analyst for maintenance programs. The hourly rate calculation assumes any encroachment permit-related services provided by this position will be treated as direct services at the calculated fully-burdened hourly rate. This assumptions avoids duplicate counting of costs for similar work activities. If the department organization changes significantly, the encroachment permit services hourly rate may be recalculated to receive a proportionate share of departmental overhead. [d] See Citywide Overhead Cost Allocation Plan for FY 22/23 - Full Cost Version.

A - 13
ITEM 7.1 - Attachment A
Calculation of the Costs of Providing Fee Related Services A - 14
ITEM 7.1 - Attachment A
Calculation of the Costs of Providing Fee Related Services Building
A - 15
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Cost of Service Calculation - Building Fees
Cost of Service (Summary) Cost Recovery Summary
Fee Description
Est.

Labor
Time
(Hours) x
Hourly
Rate =
Cost of
Service
Current
Fee
Current
Cost
Recovery
Modified Fee
Assuming Full or
Targeted Cost
Recovery [a]
Modified
Cost
Recovery Notes
1 New or Existing Water Heater Change Out 0.62 x $163 = $101 $96 95% $101 100% 2 Water Heater Relocation 1.08 x $163 = $177 $168 95% $177 100% 3 Tub to Tub Insert Only 1.17 x $163 = $190 $181 95% $190 100% 4 Tub to Tub Tile Back Only 1.58 x $163 = $258 $245 95% $258 100% 5 Shower to Shower Insert Only 1.17 x $163 = $190 $181 95% $190 100% 6 Shower to Shower Tile Only 2.00 x $163 = $326 $310 95% $326 100% 7 Tub to Shower Only 2.00 x $163 = $326 $310 95% $326 100% 8 Water/Drain Line (Install/Alter/Repair) w/out Structural 0.62 x $163 = $101 $96 95% $101 100% 9 Water/Drain Line (Install/Alter/Repair) with Structural 1.58 x $163 = $258 $245 95% $258 100% 10 Line Repair (CIPP)/Svc Install - First 30 LF 0.67 x $163 = $109 $103 95% $109 100% 11 Line Repair (CIPP)/Svc Install - Each Add'l 30 LF 0.42 x $163 = $68 $65 95% $68 100% 12 Plumbing Repipe 1.49 x $163 = $244 $232 95% $244 100% 13 New HVAC / HVAC Change in Type - Residential 1.17 x $163 = $190 $181 95% $190 100% 14 Ventilation Modifications 1.29 x $163 = $210 $199 95% $210 100% 15 Electrical - New Fixtures/Receptacles 0.67 x $163 = $109 $103 95% $109 100% 16 Electrical Panel Modification 2.07 x $163 = $338 $321 95% $338 100% 17 Electrical Panel Change Out 1.11 x $163 = $181 $173 95% $181 100% 18 New Washer/Dryer Hook Up 0.83 x $163 = $134 $128 95% $134 100% 19 Electrical Wheelchair Lift 3.25 x $163 = $530 $504 95% $530 100% 20 Temporary Power Pole 0.87 x $163 = $141 $134 95% $141 100% 21 Re-Roof (Tile, Single-Ply) - First 1,000 SF 1.03 x $163 = $168 $160 95% $168 100% 22 Re-Roof (Tile, Single-Ply) - Each Add'l 1,000 SF 0.20 x $163 = $33 $31 95% $33 100% [b] 23 Re-Roof (All Other) - First 1,000 SF 1.25 x $163 = $204 $194 95% $204 100% 24 Re-Roof (All Other) - Each Add'l 5,000 SF 0.20 x $163 = $33 $31 95% $33 100% [b] 25 Fenestration - Skylights/Solartubes - Fire-Rated 1.17 x $163 = $190 $181 95% $190 100% 26 Fenestration - Skylights/Solartubes - Non-Rated 0.88 x $163 = $143 $136 95% $143 100% 27 Fenestration - Window Retrofit 0.96 x $163 = $156 $149 95% $156 100% 28 Fenestration - Doors/Windows (One New - Framed) 1.38 x $163 = $224 $213 95% $224 100% [c] 29 Structural, Drywall 0.92 x $163 = $149 $142 95% $149 100% 30 Structural, Insulation, Drywall 1.33 x $163 = $217 $207 95% $217 100% 31 Lath 1.45 x $163 = $236 $225 95% $236 100%
32 Structural, Insulation, Lath 2.17 x $163 = $353 $336 95% $353 100% 33 Structural, Insulation, Shear, Lath 3.58 x $163 = $584 $555 95% $584 100% 34 Fire Sprinkler Plans - New 1.33 x $163 = $217 $207 95% $217 100% 35 Fire Sprinkler Plans - Modified 0.83 x $163 = $136 $129 95% $136 100% 36 Fire Assessment Review 1.20 x $163 = $196 $186 95% $196 100% 37 Framing/Structural - 1 inspection 1.92 x $163 = $312 $297 95% $312 100% [d] 38 Framing/Structural - 2 inspections 2.33 x $163 = $380 $362 95% $380 100% [d] 39 Framing/Structural - 3 inspections 2.75 x $163 = $448 $426 95% $448 100% [d] A - 16
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Cost of Service Calculation - Building Fees
Cost of Service (Summary) Cost Recovery Summary
Fee Description
Est.

Labor
Time
(Hours) x
Hourly
Rate =
Cost of
Service
Current
Fee
Current
Cost
Recovery
Modified Fee
Assuming Full or
Targeted Cost
Recovery [a]
Modified
Cost
Recovery Notes
40 Framing/Structural - More than 3 inspections
a) Base Fee (covers up to 3 inspections) 2.75 x $163 = $448 $426 95% $448 100% [d] b) Each additional inspection 0.42 x $163 = $68 $65 95% $68 100% [d] 41 Temporary Shade Structure (Commercial) 1.92 x $163 = $312 $297 95% $312 100% 42 Patio/Balcony Cover/Enclosure - Standard, Open, Pre-Engineered 1.33 x $163 = $217 $207 95% $217 100% 43 Patio/Balcony Cover/Enclosure - Standard, Enclosed, Pre-Engineered 2.00 x $163 = $326 $310 95% $326 100% 44 Patio/Balcony Cover/Enclosure - Site Specific Engineering 3.38 x $163 = $550 $523 95% $550 100% 45 Patio Conversion 6.67 x $163 = $1,087 $1,033 95% $1,087 100% 46 Atrium Conversion 6.67 x $163 = $1,087 $1,033 95% $1,087 100% 47 Garage Conversion/Alteration 5.83 x $163 = $951 $904 95% $951 100% 48 Alteration - Residential (Res.) Kitchen 2.58 x $163 = $421 $400 95% $421 100% 49 Alteration - Res. Kitchen, plus HVAC OR Fenestration 3.00 x $163 = $489 $465 95% $489 100% 50 Alteration - Res. Kitchen, plus HVAC AND Fenestration/Other 3.42 x $163 = $557 $530 95% $557 100% [e] 51 Alteration - Res. Kitchen, plus 1 Bath 3.00 x $163 = $489 $465 95% $489 100% 52 Alteration - Res. Kitchen, plus 2+ Bath (Includes bathroom splits) 3.42 x $163 = $557 $530 95% $557 100% 53 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC OR Fenestration/Other 3.42 x $163 = $557 $530 95% $557 100% [e] 54 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC OR Fenestration/Other 3.83 x $163 = $625 $594 95% $625 100% [e] 55 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC AND Fenestration/Other 3.83 x $163 = $625 $594 95% $625 100% [e] 56 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC AND Fenestration/Other 4.25 x $163 = $693 $659 95% $693 100% [e] 57 Alteration/Remodel - Res. 1 Bath 1.75 x $163 = $285 $271 95% $285 100% 58 Alteration/Remodel - Res. 2+ Baths (includes bathroom splits) 2.58 x $163 = $421 $400 95% $421 100% 59 Alteration - Res. 2+ Baths (incl. split), plus HVAC/Other 3.00 x $163 = $489 $465 95% $489 100% [e] 60 Room Addition 6.00 x $163 = $978 $930 95% $978 100%
61 Alteration/Remodel w/ Room Addition 8.50 x $163 = $1,386 $1,318 95% $1,386 100% 62 Sign (Wall) - First 1.17 x $163 = $190 $181 95% $190 100% 63 Sign (Wall) - Each Add'l 0.08 x $163 = $14 $13 95% $14 100% 64 Sign (Monument) - First 1.92 x $163 = $312 $297 95% $312 100% 65 Sign (Monument) - Each Add'l 0.17 x $163 = $27 $26 95% $27 100% 66 Antenna - Telecommunications 3.67 x $163 = $598 $568 95% $598 100% 67 Antenna - Equipment Shelter 1.75 x $163 = $285 $271 95% $285 100% 68 Solar - Residential Systems (Expedited Process) 1.67 x $163 = $272 $258 95% $272 100% [f] 69 Solar - Residential Systems (All Others) - See note for > 15kW or 10kWth 3.00 x $163 = $489 $450 92% $450 92% [f] 70 Solar - Commercial Systems - See note for > 50kW or 30kWth 8.50 x $163 = $1,386 $1,000 72% $1,000 72% [g] 71 Demolition - Residential 1.17 x $163 = $190 $181 95% $190 100% 72 Demolition - Non-Residential 2.50 x $163 = $408 $388 95% $408 100% 73 Certificate of Occupancy - Temporary 0.62 x $163 = $101 $96 95% $101 100% 74 Certificate of Occupancy 1.87 x $163 = $304 $289 95% $304 100% 75 Sleeping Room Covenant - Recording Fee 0.75 x $163 = $122 $116 95% $122 100% 76 Miscellaneous/All Other - First Inspection 0.62 x $163 = $101 $96 95% $101 100% A - 17
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Cost of Service Calculation - Building Fees
Cost of Service (Summary) Cost Recovery Summary
Fee Description
Est.

Labor
Time
(Hours) x
Hourly
Rate =
Cost of
Service
Current
Fee
Current
Cost
Recovery
Modified Fee
Assuming Full or
Targeted Cost
Recovery [a]
Modified
Cost
Recovery Notes
77 Miscellaneous/All Other - Each Add'l Inspection 0.42 x $163 = $68 $65 95% $68 100% 78 Miscellaneous/All Other - Plan Check (Per Hr) 1.00 x $163 = $163 $155 95% $163 100% 79 Plan Revision - Non-Structural - (Per Hr) 1.00 x $163 = $163 $155 95% $163 100% 80 Plan Revision - Structural - (Per Hr) 1.00 x $163 = $163 $155 95% $163 100% 81 Work Without Permit - Non-Destructive Inspection Required 1.33 x $163 = $217 $207 95% $217 100% 82 Work Without Permit - Destructive Inspection Required 2.33 x $163 = $380 $362 95% $380 100% 83 Re-Inspection - Missed Appointment 0.42 x $163 = $68 $65 95% $68 100% 84 Inspection Outside of Normal Business Hours (Per Hr) 1.25 x $163 = $204 $194 95% $204 100% 85 Expedited Plan Review of Residential Remodels 125% of standard fee 125% of standard
89% 125% of standard
fee
100%
86 Additional Inspections 0.62 x $163 = $101 $96 95% $101 100% 87 Replacement Job Card 0.20 x $163 = $33 $31 95% $33 100% 88 Permit Extension 0.50 x $163 = $82 $78 95% $82 100%
89 Change of Contractor, Architect, Owner Processing 0.50 x $163 = $82 $78 95% $82 100% 90 Expired Permit 1.00 x $163 = $163 $155 95% $163 100% 91 Cancelled Permit Refund Processing Fee 0.50 x $163 = $82 $78 95% $82 100% 92 Copy and Printing Charge 0.08 x $163 = $14 $13 95% $14 100% 93 State Energy Form Assistance (Upon Request) (Per Page) 0.25 x $163 = $41 $4 10% $4 10% 94 Building and Safety Appeal Application 1.00 x $163 = $163 $155 95% $163 100% 95 Alternate Materials Method Review (Per Hr) 1.00 x $163 = $163 $155 95% $163 100% Notes
[a] The City uses specialized service providers to process certain building permitting activities. These specialized services include, but are not limited to, Building Official, permit counter, inspection, and plan review services. The modified fees are intended to reflect the estimated costs of all typical services. However, for projects requiring the use of outside service providers, or projects that are more complex than typical, the City will collect fees that represent the actual costs incurred by the City. [b] For purposes of calculating re-roof fees, fractional square footages shall be rounded up to the nearest 1,000 SF. For example 1,600 SF shall be rounded to 2,000 SF. [c] For Installation of multiple doors or windows see Framing/Structural fees. [d] Examples of items included in this fee include post, beam, beamtail, raftertail, corbel, shearpanel, and truss repair/replacement. [e] Other may include items such as water-heater change-out or water heater relocation, and/or minor hook-ups associated with the alteration or remodel. [f] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450 plus $15 per kW for each kilowatt above 15kW. For thermal systems, fees shall not exceed $450, plus $15 per kWth for each kilowatt thermal above 10kWth.

Fees in excess of these amounts require written findings and resolution or ordinance. [g] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up to 50kW plus $7 per kilowatt for each kilowatt between 51kW and 250kW, plus $5 for each kilowatt above 250kW. For thermal systems, fees shall not exceed $1,000 up to the 30kWth, plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance. * In accordance with California Health and Safety Code Section 17951.5, the City may waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability to accommodate that disability.
** In accordance with California Health and Safety Code Section 17951.7, the City may waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability. *** The City Manager may waive building permit fees for activities associated with City projects or contracts.

A - 18
ITEM 7.1 - Attachment A
City of Laguna Woods
Fee Study
Cost of Service Calculation - Building Fees
(New Construction & Tenant Improvements)
Hourly Rate $163 Estimated Labor Hours Cost of Service Current Fee Occupancy Classification
Threshold
SqFt Plan Check
Permit /
Inspection Total Plan Check
Plan Check
Fee per
Add'l 100 SF
Permit /
Inspection
Permit /
Insp. Fee
per Add'l
100 SF Total
Total Fee
Per Add'l
100 SF
1 500 7.50 7.50 15.00 $1,223 $28.53 $1,223 $52.98 $2,445 $81.50 2,000 10.13 12.38 22.50 $1,650 $18.34 $2,017 $22.41 $3,668 $40.75 5,000 13.50 16.50 30.00 $2,201 $11.00 $2,690 $13.45 $4,890 $24.45 10,000 16.88 20.63 37.50 $2,751 $5.09 $3,362 $15.28 $6,113 $20.38 20,000 20.00 30.00 50.00 $3,260 varies $4,890 varies $8,150 varies > 20,000 varies varies varies varies varies varies varies varies varies 2 100 1.75 3.25 5.00 $285 $95.08 $530 $176.58 $815 $271.67 250 2.63 4.88 7.50 $428 $57.05 $795 $105.95 $1,223 $163.00 500 3.50 6.50 10.00 $571 $28.53 $1,060 $52.98 $1,630 $81.50 1,000 4.38 8.13 12.50 $713 $13.31 $1,324 $24.72 $2,038 $38.03 2,500 5.60 10.40 16.00 $913 varies $1,695 varies $2,608 varies > 2,500 varies varies varies varies varies varies varies varies varies 3 500 12.00 12.00 24.00 $1,956 $45.64 $1,956 $84.76 $3,912 $130.40 2,000 16.20 19.80 36.00 $2,641 $29.34 $3,227 $35.86 $5,868 $65.20 5,000 21.60 26.40 48.00 $3,521 $17.60 $4,303 $21.52 $7,824 $39.12 10,000 27.00 33.00 60.00 $4,401 $8.15 $5,379 $24.45 $9,780 $32.60 20,000 32.00 48.00 80.00 $5,216 varies $7,824 varies $13,040 varies > 20,000 varies varies varies varies varies varies varies varies varies 4 250 1.40 2.60 4.00 $228 $45.64 $424 $84.76 $652 $130.40 500 2.10 3.90 6.00 $342 $22.82 $636 $42.38 $978 $65.20
1,000 2.80 5.20 8.00 $456 $7.61 $848 $14.13 $1,304 $21.73 2,500 3.50 6.50 10.00 $571 $7.42 $1,060 $13.77 $1,630 $21.19 5,000 4.64 8.61 13.25 $756 varies $1,404 varies $2,160 varies > 5,000 varies varies varies varies varies varies varies varies varies Notes
Shell Building
New Construction
Accessory/Utility
(e.g. Private garage,
gatehouse)
New Construction
All Other
New Construction
Tenant Improvements
New Construction
* Current fees vary based on the estimated
calculated value of the project for fee setting
purposes.

A - 19
ITEM 7.1 - Attachment A
City of Laguna Woods
Fee Study
Cost of Service Calculation - Building Fees
(New Construction & Tenant Improvements)
Hourly Rate $163
Occupancy Classification
Threshold
SqFt
1 500
2,000
5,000
10,000
20,000
> 20,000
2 100
250
500
1,000
2,500
> 2,500
3 500
2,000
5,000
10,000
20,000
> 20,000
4 250
500
1,000
2,500
5,000
> 5,000
Notes
Shell Building
New Construction
Accessory/Utility
(e.g. Private garage,
gatehouse)
New Construction
All Other
New Construction
Tenant Improvements
New Construction
* Current fees vary based on the estimated
calculated value of the project for fee setting
purposes.

Current Fee Current Cost Recovery
Plan Check
Plan Check
Fee per
Add'l 100 SF
Permit /
Inspection
Permit /
Insp. Fee
per Add'l
100 SF Total
Total Fee
Per Add'l
100 SF
Current
Fee
Cost of Svc
PC & Prmt
Base Cost
Current
Cost
Recovery
Modified Fee
Assuming Full
or Targeted
Cost
Recovery
Modified
Cost
Recovery
$1,163 $27.13 $1,163 $50.38 $2,325 $77.50 $2,325 $2,445 95% $2,445 100% $1,569 $17.44 $1,918 $21.31 $3,488 $38.75 $3,488 $3,668 95% $3,668 100% $2,093 $10.46 $2,558 $12.79 $4,650 $23.25 $4,650 $4,890 95% $4,890 100% $2,616 $4.84 $3,197 $14.53 $5,813 $19.38 $5,813 $6,113 95% $6,113 100% $3,100 varies $4,650 varies $7,750 varies $7,750 $8,150 95% $8,150 100% varies varies varies varies varies deposit
$271 $90.42 $504 $167.92 $775 $258.33 $775 $815 95% $815 100% $407 $54.25 $756 $100.75 $1,163 $155.00 $1,163 $1,223 95% $1,223 100% $543 $27.13 $1,008 $50.38 $1,550 $77.50 $1,550 $1,630 95% $1,630 100% $678 $12.66 $1,259 $23.51 $1,938 $36.17 $1,938 $2,038 95% $2,038 100% $868 varies $1,612 varies $2,480 varies $2,480 $2,608 95% $2,608 100% varies varies varies varies varies deposit
$1,860 $43.40 $1,860 $80.60 $3,720 $124.00 $3,720 $3,912 95% $3,912 100% $2,511 $27.90 $3,069 $34.10 $5,580 $62.00 $5,580 $5,868 95% $5,868 100% $3,348 $16.74 $4,092 $20.46 $7,440 $37.20 $7,440 $7,824 95% $7,824 100% $4,185 $7.75 $5,115 $23.25 $9,300 $31.00 $9,300 $9,780 95% $9,780 100% $4,960 varies $7,440 varies $12,400 varies $12,400 $13,040 95% $13,040 100% varies varies varies varies varies deposit
$217 $43.40 $403 $80.60 $620 $124.00 $620 $652 95% $652 100% $326 $21.70 $605 $40.30 $930 $62.00 $930 $978 95% $978 100% $434 $7.23 $806 $13.43 $1,240 $20.67 $1,240 $1,304 95% $1,304 100% $543 $7.05 $1,008 $13.10 $1,550 $20.15 $1,550 $1,630 95% $1,630 100% $719 varies $1,335 varies $2,054 varies $2,054 $2,160 95% $2,160 100% varies varies varies varies varies deposit
A - 20
ITEM 7.1 - Attachment A
City of Laguna Woods
Fee Study
Cost of Service Calculation - Building Fees
(New Construction & Tenant Improvements)
Hourly Rate $163
Occupancy Classification
Threshold
SqFt
1 500
2,000
5,000
10,000
20,000
> 20,000
2 100
250
500
1,000
2,500
> 2,500
3 500
2,000
5,000
10,000
20,000
> 20,000
4 250
500
1,000
2,500
5,000
> 5,000
Notes
Shell Building
New Construction
Accessory/Utility
(e.g. Private garage,
gatehouse)
New Construction
All Other
New Construction
Tenant Improvements
New Construction
* Current fees vary based on the estimated
calculated value of the project for fee setting
purposes.

Proposed Fee Proposed Cost Recovery
Plan Check
Plan Check
Fee per
Add'l 100 SF
Permit /
Inspection
Permit /
Insp. Fee
per Add'l
100 SF Total
Total Fee
Per Add'l
100 SF
Proposed
Fee
Cost of Svc
PC & Prmt
Base Cost
Proposed
Cost
Recovery
Modified Fee
Assuming Full
or Targeted
Cost
Recovery
Modified
Cost
Recovery
$1,223 $28.53 $1,223 $52.98 $2,445 $81.50 $2,445 $2,445 100% $2,445 100% $1,650 $18.34 $2,017 $22.41 $3,668 $40.75 $3,668 $3,668 100% $3,668 100% $2,201 $11.00 $2,690 $13.45 $4,890 $24.45 $4,890 $4,890 100% $4,890 100% $2,751 $5.09 $3,362 $15.28 $6,113 $20.38 $6,113 $6,113 100% $6,113 100% $3,260 varies $4,890 varies $8,150 varies $8,150 $8,150 100% $8,150 100% varies varies varies varies varies deposit
$285 $95.08 $530 $176.58 $815 $271.67 $815 $815 100% $815 100% $428 $57.05 $795 $105.95 $1,223 $163.00 $1,223 $1,223 100% $1,223 100% $571 $28.53 $1,060 $52.98 $1,630 $81.50 $1,630 $1,630 100% $1,630 100% $713 $13.31 $1,324 $24.72 $2,038 $38.03 $2,038 $2,038 100% $2,038 100% $913 varies $1,695 varies $2,608 varies $2,608 $2,608 100% $2,608 100% varies varies varies varies varies deposit
$1,956 $45.64 $1,956 $84.76 $3,912 $130.40 $3,912 $3,912 100% $3,912 100% $2,641 $29.34 $3,227 $35.86 $5,868 $65.20 $5,868 $5,868 100% $5,868 100% $3,521 $17.60 $4,303 $21.52 $7,824 $39.12 $7,824 $7,824 100% $7,824 100% $4,401 $8.15 $5,379 $24.45 $9,780 $32.60 $9,780 $9,780 100% $9,780 100% $5,216 varies $7,824 varies $13,040 varies $13,040 $13,040 100% $13,040 100% varies varies varies varies varies deposit
$228 $45.64 $424 $84.76 $652 $130.40 $652 $652 100% $652 100% $342 $22.82 $636 $42.38 $978 $65.20 $978 $978 100% $978 100% $456 $7.61 $848 $14.13 $1,304 $21.73 $1,304 $1,304 100% $1,304 100% $571 $7.42 $1,060 $13.77 $1,630 $21.19 $1,630 $1,630 100% $1,630 100% $756 varies $1,404 varies $2,160 varies $2,160 $2,160 100% $2,160 100% varies varies varies varies varies deposit
A - 21
ITEM 7.1 - Attachment A
Calculation of the Costs of Providing Fee Related Services Planning
A - 22
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Cost of Service Calculation - Planning Fees
Cost of Service (Summary) Volume and Revenue Statistics Fee Description
Est.

Labor Time
(Hours) x
Targeted
Hourly
Rate =
Cost of
Service Current Fee
Current
Cost
Recovery
Modified Fee
Assuming Full or Targeted
Cost Recovery [d]
Modified
Cost
Recovery Notes
Fixed Fee Services
1 Film Permit 4.00 x $159 = $636 $632 Flat 99% $636 Flat 100% [a] 2 Address Establishment/Change 2.50 x $159 = $398 $395 Flat 99% $398 Flat 100% 3 Notice of Exemption 2.00 x $159 = $318 $316 Flat 99% $318 Flat 100% [b] 4 Outdoor Seating Permit 2.50 x $159 = $398 $395 Flat 99% $398 Flat 100% 5 Sign Permit - Part of Sign Program 0.75 x $159 = $119 $119 Flat 99% $119 Flat 100% 6 Sign Permit - Permanent 2.00 x $159 = $318 $316 Flat 99% $318 Flat 100% 7 Sign Permit - Temporary 0.50 x $159 = $80 $79 Flat 99% $80 Flat 100% 8 Sign Permit - Community Facilities/Open Space Annual 0.50 x $159 = $80 $79 Flat 99% $80 Flat 100% 9 Special Event Permit 2.00 x $159 = $318 $316 Flat 99% $318 Flat 100% 10 Temporary Use Permit 4.00 x $159 = $636 $632 Flat 99% $636 Flat 100% 11 Tree Removal Permit 1.50 x $159 = $239 $237 Flat 99% $239 Flat 100% 12 Wireless Use Permit Filing Fee 11.50 x $159 = $1,829 $1,817 Flat 99% $1,829 Flat 100% [c] 13 Eligible Facility Request Permit Filing Fee 8.50 x $159 = $1,352 $1,343 Flat 99% $1,352 Flat 100% 14 Eligible Facility Request Permit Pre-Submittal Meeting 2.00 x $159 = $318 $316 Flat 99% $318 Flat 100% 15 Zoning Confirmation Letter 1.25 x $159 = $199 $198 Flat 99% $199 Flat 100% 16 Bingo Permit $50 Flat n/a $50 Flat [d]
17 Appeal (City Council) 14.50 x $159 = $2,306 $750 Flat 33% $750 Flat 33% Deposit-Based Fee Services [e]
18 Change Plan 16.00 x $159 = $2,544 $2,000 Deposit 99% $2,000 Deposit 100% 19 Conditional Use Permit 28.75 x $159 = $4,571 $4,000 Deposit 99% $4,000 Deposit 100% 20 Development Agreement 133.50 x $159 = $21,227 $10,000 Deposit 99% $10,000 Deposit 100% 21 Environmental Impact Report varies x $159 = varies $10,000 Deposit 99% $10,000 Deposit 100% 22 General Plan Amendment 131.50 x $159 = $20,909 $10,000 Deposit 99% $10,000 Deposit 100% 23 Zoning Code Amendment 131.50 x $159 = $20,909 $10,000 Deposit 99% $10,000 Deposit 100% 24 Initial Study/Neg. Dec./Mitigated Neg Dec. varies x $159 = varies $5,000 Deposit 99% $5,000 Deposit 100% 25 Sign Program 19.00 x $159 = $3,021 $2,500 Deposit 99% $2,500 Deposit 100% 26 Site Development Permit 28.00 x $159 = $4,452 $4,000 Deposit 99% $4,000 Deposit 100% 27 Lot Line Adjustment 16.00 x $159 = $2,544 $2,000 Deposit 99% $2,000 Deposit 100% 28 Specific Plan 133.50 x $159 = $21,227 $10,000 Deposit 99% $10,000 Deposit 100% 29 Variance 25.00 x $159 = $3,975 $3,500 Deposit 99% $3,500 Deposit 100% 30 Zone Change 116.50 x $159 = $18,524 $10,000 Deposit 99% $10,000 Deposit 100% 31 Other Services Not Identified varies x $159 = varies varies Deposit 99% varies Deposit 100% Notes
[a] Film permit fee applies for major filming (production). [b] A pass-through of any filing fees will also be collected from the applicant. [c] A pass-through of any noticing fees will also be collected from the applicant (e.g. mailing costs, newspaper publication). [d] Fee limited by California Penal Code Section 326.5. [e] For deposit-based fees, the City intends to recover 100% of the costs of service including the actual costs of any contract service providers, internal City support, indirect costs, filing fees, and noticing fees. * The City Manager may waive planning fees for activities associated with City projects or contracts. ** Deposit-based fee services include processing of the principal application and, when applicable, required landscape documentation packages and/or water quality management plans.

A - 23
ITEM 7.1 - Attachment A
Calculation of the Costs of Providing Fee Related Services Encroachment Permits and Grading Permits
A - 24
ITEM 7.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Cost of Service Calculation - Encroachment Permit and Grading Permit Fees Cost of Service (Summary) Current and Proposed Cost Recovery Fee Description
Est.

Labor Time
(Hours) x
Fully
Burdened
Hourly Rate =
Cost of
Service Current Fee
Current Cost
Recovery
Proposed Fee
Assuming Full
Cost Recovery
Proposed
Cost
Recovery Notes
Encroachment Permits
Minor Projects
1 Landscape Maintenance 1.50 x $185 = $278 $270 flat 97% $275 flat 99% 2 Temporary Staging 1.50 x $185 = $278 $270 flat 97% $275 flat 99% 3 Traffic Control Only 2.00 x $185 = $370 $360 flat 97% $370 flat 100% 4 Utilities Structure Inspection 2.50 x $185 = $463 $450 flat 97% $460 flat 99% 5 Pole Replacement 2.50 x $185 = $463 $450 flat 97% $460 flat 99% Major Projects
6 Major Project [a]
a) First Day 4.00 x $185 = $740 $725 flat 98% $740 flat 100% b) Each Additional Day 1.50 x $185 = $278 $270 per day 97% $275 per day 99% 7 Projects Greater Than Two Weeks in Duration varies x $185 = varies $3,000 deposit varies $3,000 deposit 100% Grading Permits
1 Grading Plan Check and Inspection varies x $185 = varies $2,500 deposit varies $2,500 deposit 100% Notes
* The City Manager may waive encroachment and grading permit fees for activities associated with City projects or contracts. [a] Major Projects include ground disturbing activities, projects lasting longer than three days, or projects that require permanent traffic control for the duration of the project (e.g. excavation, trenching, boring, etc.).

A - 25
ITEM 7.1 - Attachment A
Working Version of the Master Fee Schedule
A - 26
ITEM 7.1 - Attachment A
Fee Description

Current
Fee
Est.

Cost of
Service
Current
Cost
Recovery
Modified Fee
Assuming Full
or Targeted
Cost Recovery
[a]
Increase
(Decrease)
Amount
Modified
Cost
Recovery Notes
1 New or Existing Water Heater Change Out $96 $101 95% $101 $5 100% 2 Water Heater Relocation $168 $177 95% $177 $9 100%
3 Tub to Tub Insert Only $181 $190 95% $190 $9 100%
4 Tub to Tub Tile Back Only $245 $258 95% $258 $13 100% 5 Shower to Shower Insert Only $181 $190 95% $190 $9 100% 6 Shower to Shower Tile Only $310 $326 95% $326 $16 100% 7 Tub to Shower Only $310 $326 95% $326 $16 100%
8 Water/Drain Line (Install/Alter/Repair) w/out Structural $96 $101 95% $101 $5 100% 9 Water/Drain Line (Install/Alter/Repair) with Structural $245 $258 95% $258 $13 100% 10 Line Repair (CIPP)/Svc Install - First 30 LF $103 $109 95% $109 $5 100% 11 Line Repair (CIPP)/Svc Install - Each Add'l 30 LF $65 $68 95% $68 $3 100% 12 Plumbing Repipe $232 $244 95% $244 $12 100%
13 New HVAC / HVAC Change in Type - Residential $181 $190 95% $190 $9 100% 14 Ventilation Modifications $199 $210 95% $210 $10 100% 15 Electrical - New Fixtures/Receptacles $103 $109 95% $109 $5 100% 16 Electrical Panel Modification $321 $338 95% $338 $17 100% 17 Electrical Panel Change Out $173 $181 95% $181 $9 100% 18 New Washer/Dryer Hook Up $128 $134 95% $134 $7 100%
19 Electrical Wheelchair Lift $504 $530 95% $530 $26 100% 20 Temporary Power Pole $134 $141 95% $141 $7 100%
21 Re-Roof (Tile, Single-Ply) - First 1,000 SF $160 $168 95% $168 $8 100% 22 Re-Roof (Tile, Single-Ply) - Each Add'l 1,000 SF $31 $33 95% $33 $2 100% [b] 23 Re-Roof (All Other) - First 1,000 SF $194 $204 95% $204 $10 100% 24 Re-Roof (All Other) - Each Add'l 5,000 SF $31 $33 95% $33 $2 100% [b] 25 Fenestration - Skylights/Solartubes - Fire-Rated $181 $190 95% $190 $9 100% 26 Fenestration - Skylights/Solartubes - Non-Rated $136 $143 95% $143 $7 100% 27 Fenestration - Window Retrofit $149 $156 95% $156 $8 100% 28 Fenestration - Doors/Windows (One New - Framed) $213 $224 95% $224 $11 100% [c] 29 Structural, Drywall $142 $149 95% $149 $7 100%
30 Structural, Insulation, Drywall $207 $217 95% $217 $11 100% 31 Lath $225 $236 95% $236 $12 100%
32 Structural, Insulation, Lath $336 $353 95% $353 $17 100% 33 Structural, Insulation, Shear, Lath $555 $584 95% $584 $29 100% 34 Fire Sprinkler Plans - New $207 $217 95% $217 $11 100% 35 Fire Sprinkler Plans - Modified $129 $136 95% $136 $7 100% 36 Fire Assessment Review $186 $196 95% $196 $10 100%
37 Framing/Structural - 1 inspection $297 $312 95% $312 $15 100% [d] 38 Framing/Structural - 2 inspections $362 $380 95% $380 $19 100% [d] 39 Framing/Structural - 3 inspections $426 $448 95% $448 $22 100% [d] 40 Framing/Structural - More than 3 inspections
a) Base Fee (covers up to 3 inspections) $426 $448 95% $448 $22 100% [d] b) Each additional inspection $65 $68 95% $68 $3 100% [d] 41 Temporary Shade Structure (Commercial) $297 $312 95% $312 $15 100% 42 Patio/Balcony Cover/Enclosure - Standard, Open, Pre-Engineered $207 $217 95% $217 $11 100% 43 Patio/Balcony Cover/Enclosure - Standard, Enclosed, Pre-Engineered $310 $326 95% $326 $16 100% 44 Patio/Balcony Cover/Enclosure - Site Specific Engineering $523 $550 95% $550 $27 100% 45 Patio Conversion $1,033 $1,087 95% $1,087 $53 100%
City of Laguna Woods
Working Version of the Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items A - 27
ITEM 7.1 - Attachment A
Fee Description

Current
Fee
Est.

Cost of
Service
Current
Cost
Recovery
Modified Fee
Assuming Full
or Targeted
Cost Recovery
[a]
Increase
(Decrease)
Amount
Modified
Cost
Recovery Notes
City of Laguna Woods
Working Version of the Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items 46 Atrium Conversion $1,033 $1,087 95% $1,087 $53 100%
47 Garage Conversion/Alteration $904 $951 95% $951 $47 100% 48 Alteration - Residential (Res.) Kitchen $400 $421 95% $421 $21 100% 49 Alteration - Res. Kitchen, plus HVAC OR Fenestration $465 $489 95% $489 $24 100% 50 Alteration - Res. Kitchen, plus HVAC AND Fenestration/Other $530 $557 95% $557 $27 100% [e] 51 Alteration - Res. Kitchen, plus 1 Bath $465 $489 95% $489 $24 100% 52 Alteration - Res. Kitchen, plus 2+ Bath (Includes bathroom splits) $530 $557 95% $557 $27 100% 53 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC OR Fenestration/Other $530 $557 95% $557 $27 100% [e] 54 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC OR Fenestration/Other $594 $625 95% $625 $31 100% [e] 55 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC AND Fenestration/Other $594 $625 95% $625 $31 100% [e] 56 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC AND Fenestration/Other
$659 $693 95% $693 $34 100% [e]
57 Alteration/Remodel - Res. 1 Bath $271 $285 95% $285 $14 100% 58 Alteration/Remodel - Res. 2+ Baths (includes bathroom splits) $400 $421 95% $421 $21 100% 59 Alteration - Res. 2+ Baths (incl. split), plus HVAC/Other $465 $489 95% $489 $24 100% [e] 60 Room Addition $930 $978 95% $978 $48 100%
61 Alteration/Remodel w/ Room Addition $1,318 $1,386 95% $1,386 $68 100% 62 Sign (Wall) - First $181 $190 95% $190 $9 100%
63 Sign (Wall) - Each Add'l $13 $14 95% $14 $1 100%
64 Sign (Monument) - First $297 $312 95% $312 $15 100%
65 Sign (Monument) - Each Add'l $26 $27 95% $27 $1 100% 66 Antenna - Telecommunications $568 $598 95% $598 $29 100% 67 Antenna - Equipment Shelter $271 $285 95% $285 $14 100% 68 Solar - Residential Systems (Expedited Process) $258 $272 95% $272 $13 100% [f] 69 Solar - Residential Systems (All Others) - See note for > 15kW or 10kWth $450 $489 92% $450 $0 92% [f] 70 Solar - Commercial Systems - See note for > 50kW or 30kWth $1,000 $1,386 72% $1,000 $0 72% [g] 71 Demolition - Residential $181 $190 95% $190 $9 100%
72 Demolition - Non-Residential $388 $408 95% $408 $20 100% 73 Certificate of Occupancy - Temporary $96 $101 95% $101 $5 100% 74 Certificate of Occupancy $289 $304 95% $304 $15 100% 75 Sleeping Room Covenant - Recording Fee $116 $122 95% $122 $6 100% 76 Miscellaneous/All Other - First Inspection $96 $101 95% $101 $5 100% 77 Miscellaneous/All Other - Each Add'l Inspection $65 $68 95% $68 $3 100% 78 Miscellaneous/All Other - Plan Check (Per Hr) $155 $163 95% $163 $8 100% 79 Plan Revision - Non-Structural - (Per Hr) $155 $163 95% $163 $8 100% 80 Plan Revision - Structural - (Per Hr) $155 $163 95% $163 $8 100% 81 Work Without Permit - Non-Destructive Inspection Required $207 $217 95% $217 $11 100% 82 Work Without Permit - Destructive Inspection Required $362 $380 95% $380 $19 100% 83 Re-Inspection - Missed Appointment $65 $68 95% $68 $3 100% 84 Inspection Outside of Normal Business Hours (Per Hr) $194 $204 95% $204 $10 100% 85 Expedited Plan Review of Residential Remodels 125% of standard
89% 125% of
standard fee
100%
86 Additional Inspections $96 $101 95% $101 $5 100%
87 Replacement Job Card $31 $33 95% $33 $2 100%
88 Permit Extension $78 $82 95% $82 $4 100%
89 Change of Contractor, Architect, Owner Processing $78 $82 95% $82 $4 100% 90 Expired Permit $155 $163 95% $163 $8 100%
91 Cancelled Permit Refund Processing Fee $78 $82 95% $82 $4 100% 92 Copy and Printing Charge $13 $14 95% $14 $1 100%
A - 28
ITEM 7.1 - Attachment A
Fee Description

Current
Fee
Est.

Cost of
Service
Current
Cost
Recovery
Modified Fee
Assuming Full
or Targeted
Cost Recovery
[a]
Increase
(Decrease)
Amount
Modified
Cost
Recovery Notes
City of Laguna Woods
Working Version of the Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items 93 State Energy Form Assistance (Upon Request) (Per Page) $4 $41 10% $4 $0 10% 94 Building and Safety Appeal Application $155 $163 95% $163 $8 100% 95 Alternate Materials Method Review (Per Hr) $155 $163 95% $163 $8 100% Notes
*** The City Manager may waive building permit fees for activities associated with City projects or contracts. [d] Examples of items included in this fee include post, beam, beamtail, raftertail, corbel, shearpanel, and truss repair/replacement. [f] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450 plus $15 per kW for each kilowatt above 15kW. For thermal systems, fees shall not exceed $450, plus $15 per kWth for each kilowatt thermal above 10kWth. Fees in excess of these amounts require written findings and resolution or ordinance. [g] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up to 50kW plus $7 per kilowatt for each kilowatt between 51kW and 250kW, plus $5 for each kilowatt above 250kW. For thermal systems, fees shall not exceed $1,000 up to the 30kWth, plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance. * In accordance with California Health and Safety Code Section 17951.5, the City may waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability to accommodate that disability. ** In accordance with California Health and Safety Code Section 17951.7, the City may waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability. [e] Other may include items such as water-heater change-out or water heater relocation, and/or minor hook-ups associated with the alteration or remodel. [b] For purposes of calculating re-roof fees, fractional square footages shall be rounded up to the nearest 1,000 SF. For example 1,600 SF shall be rounded to 2,000 SF.
[a] The City uses specialized service providers to process certain building permitting activities. These specialized services include, but are not limited to, Building Official, permit counter, inspection, and plan review services. The modified fees are intended to reflect the estimated costs of all typical services.

However, for projects requiring the use of outside service providers, or projects that are more complex than typical, the City will collect fees that represent the actual costs incurred by the City.
[c] For Installation of multiple doors or windows see Framing/Structural fees.

A - 29
ITEM 7.1 - Attachment A
Construction Class SqFt
Current
Fee
Est. Cost of
Svc
Current
Cost
Recovery
Modified Fee
Assuming Full or
Targeted
Cost Recovery
[a]
Increase
(Decrease)
Amount
Modified
Cost
Recovery
1 500 $2,325 $2,445 95% $2,445 $120 100%
2,000 $3,488 $3,668 95% $3,668 $180 100%
5,000 $4,650 $4,890 95% $4,890 $240 100%
10,000 $5,813 $6,113 95% $6,113 $300 100%
20,000 $7,750 $8,150 95% $8,150 $400 100%
> 20,000 varies varies deposit
2 100 $775 $815 95% $815 $40 100%
250 $1,163 $1,223 95% $1,223 $60 100%
500 $1,550 $1,630 95% $1,630 $80 100%
1,000 $1,938 $2,038 95% $2,038 $100 100%
2,500 $2,480 $2,608 95% $2,608 $128 100%
> 2,500 varies varies deposit
3 500 $3,720 $3,912 95% $3,912 $192 100%
2,000 $5,580 $5,868 95% $5,868 $288 100%
5,000 $7,440 $7,824 95% $7,824 $384 100%
10,000 $9,300 $9,780 95% $9,780 $480 100%
20,000 $12,400 $13,040 95% $13,040 $640 100%
> 20,000 varies varies deposit
4 250 $620 $652 95% $652 $32 100%
500 $930 $978 95% $978 $48 100%
1,000 $1,240 $1,304 95% $1,304 $64 100%
2,500 $1,550 $1,630 95% $1,630 $80 100%
5,000 $2,054 $2,160 95% $2,160 $106 100%
> 5,000 varies varies deposit
Notes
*** The City Manager may waive building permit fees for activities associated with City projects or contracts. ** In accordance with California Health and Safety Code Section 17951.7, the City may waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability. * In accordance with California Health and Safety Code Section 17951.5, the City may waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability to accommodate that disability.

City of Laguna Woods
Working Version of the Schedule of Building Fees
New Construction and Non-Residential Tenant Improvements [a] The City uses specialized service providers to process certain building permitting activities. These specialized services include, but are not limited to, Building Official, permit counter, inspection, and plan review services. The modified fees are intended to reflect the estimated costs of all typical services. However, for projects requiring the use of outside service providers, or projects that are more complex than typical, the City will collect fees that represent the actual costs incurred by the City.

Shell Building
New Construction
Accessory/Utility
(e.g. Private garage, gatehouse)
New Construction
All Other
New Construction
Tenant Improvements
New Construction
A - 30
ITEM 7.1 - Attachment A
Fee Description
Current
Fee
Est.

Cost of
Service
Current
Cost
Recovery
Modified Fee
Assuming Full
or Targeted
Cost Recovery
Increase
(Decrease)
Amount
Modified
Cost
Recovery Notes
Fixed Fee Services
1 Film Permit $632 $636 99% $636 $4 100% [a]
2 Address Establishment/Change $395 $398 99% $398 $3 100% 3 Notice of Exemption $316 $318 99% $318 $2 100% [b]
4 Outdoor Seating Permit $395 $398 99% $398 $3 100%
5 Sign Permit - Part of Sign Program $119 $119 99% $119 $1 100% 6 Sign Permit - Permanent $316 $318 99% $318 $2 100%
7 Sign Permit - Temporary $79 $80 99% $80 $1 100%
8 Sign Permit - Community Facilities/Open Space
Annual
$79 $80 99% $80 $1 100%
9 Special Event Permit $316 $318 99% $318 $2 100%
10 Temporary Use Permit $632 $636 99% $636 $4 100%
11 Tree Removal Permit $237 $239 99% $239 $2 100%
12 Wireless Use Permit Filing Fee $1,817 $1,829 99% $1,829 $12 100% [c] 13 Eligible Facility Request Permit Filing Fee $1,343 $1,352 99% $1,352 $9 100% 14 Eligible Facility Request Permit Pre-Submittal Meeting $316 $318 99% $318 $2 100% 15 Zoning Confirmation Letter $198 $199 99% $199 $1 100% 16 Bingo Permit $50 n/a $50 $0 n/a [d]
17 Appeal (City Council) $750 $2,306 33% $750 $0 33%
Fee Description
Current
Initial
Deposit
Est.

Cost of
Service
Current
Cost
Recovery
Modified
Deposit [d]
Increase
(Decrease)
Modified
Cost
Recovery Notes
Deposit-Based Fee Services [e]
18 Change Plan $2,000 $2,544 99% $2,000 $0 100%
19 Conditional Use Permit $4,000 $4,571 99% $4,000 $0 100% 20 Development Agreement $10,000 $21,227 99% $10,000 $0 100% 21 Environmental Impact Report $10,000 varies 99% $10,000 $0 100% 22 General Plan Amendment $10,000 $20,909 99% $10,000 $0 100% 23 Zoning Code Amendment $10,000 $20,909 99% $10,000 $0 100% 24 Initial Study/Neg. Dec./Mitigated Neg Dec. $5,000 varies 99% $5,000 $0 100% 25 Sign Program $2,500 $3,021 99% $2,500 $0 100%
26 Site Development Permit $4,000 $4,452 99% $4,000 $0 100% 27 Lot Line Adjustment $2,000 $2,544 99% $2,000 $0 100% 28 Specific Plan $10,000 $21,227 99% $10,000 $0 100%
29 Variance $3,500 $3,975 99% $3,500 $0 100%
30 Zone Change $10,000 $18,524 99% $10,000 $0 100%
31 Other Services Not Identified varies varies 99% varies Notes
[a] Film permit fee applies for major filming (production). [b] A pass-through of any filing fees will also be collected from the applicant. [c] A pass-through of any noticing fees will also be collected from the applicant (e.g. mailing costs, newspaper publication). [d] Fee limited by California Penal Code Section 326.5. * The City Manager may waive planning fees for activities associated with City projects or contracts. [e] For deposit-based fees, the City intends to recover 100% of the costs of service including the actual costs of any contract service providers, internal City support, indirect costs, filing fees, and noticing fees.

City of Laguna Woods
Working Version of the Schedule of Planning Fees
** Deposit-based fee services include processing of the principal application and, when applicable, required landscape documentation packages and/or water quality management plans.

A - 31
ITEM 7.1 - Attachment A
Fee Description
Current
Fee
Est.

Cost of
Service
Modified Fee
Assuming Full
Cost Recovery Unit
Increase
(Decrease)
Amount
Modified
Cost
Recovery Notes
Encroachment Permits
Minor Projects
1 Landscape Maintenance $270 $278 $275 flat $5 99%
2 Temporary Staging $270 $278 $275 flat $5 99%
3 Traffic Control Only $360 $370 $370 flat $10 100%
4 Utilities Structure Inspection $450 $463 $460 flat $10 99% 5 Pole Replacement $450 $463 $460 flat $10 99%
Major Projects
6 Major Project [a]
a) First Day $725 $740 $740 flat $15 100%
b) Each Additional Day $270 $278 $275 per day $5 99%
7 Projects Greater Than Two Weeks in Duration $3,000 varies $3,000 deposit $0 100% Fee Description
Current
Fee
Est.

Cost of
Service
Modified Fee
Assuming Full
Cost Recovery Unit
Increase
(Decrease)
Amount
Modified
Cost
Recovery Notes
Grading Permits
1 Grading Plan Check and Inspection $2,500 varies $2,500 deposit varies 100%

Notes
* The City Manager may waive encroachment and grading permit fees for activities associated with City projects or contracts.

City of Laguna Woods
Working Version of the Schedule of Encroachment Permit and Grading Permit Fees [a] Major Projects include ground disturbing activities, projects lasting longer than three days, or projects that require permanent traffic control for the duration of the project (e.g. excavation, trenching, boring, etc.).

A - 32
ITEM 7.1 - Attachment A
Master Fee Schedule
A - 33
ITEM 7.1 - Attachment A
Fee Description
[a] Fee Assuming
Full or Targeted
Cost Recovery Notes
1 New or Existing Water Heater Change Out $101
2 Water Heater Relocation $177
3 Tub to Tub Insert Only $190
4 Tub to Tub Tile Back Only $258
5 Shower to Shower Insert Only $190
6 Shower to Shower Tile Only $326
7 Tub to Shower Only $326
8 Water/Drain Line (Install/Alter/Repair) w/out Structural $101 9 Water/Drain Line (Install/Alter/Repair) with Structural $258 10 Line Repair (CIPP)/Svc Install - First 30 LF $109
11 Line Repair (CIPP)/Svc Install - Each Add'l 30 LF $68 12 Plumbing Repipe $244
13 New HVAC / HVAC Change in Type - Residential $190
14 Ventilation Modifications $210
15 Electrical - New Fixtures/Receptacles $109
16 Electrical Panel Modification $338
17 Electrical Panel Change Out $181
18 New Washer/Dryer Hook Up $134
19 Electrical Wheelchair Lift $530
20 Temporary Power Pole $141
21 Re-Roof (Tile, Single-Ply) - First 1,000 SF $168
22 Re-Roof (Tile, Single-Ply) - Each Add'l 1,000 SF $33 [b] 23 Re-Roof (All Other) - First 1,000 SF $204
24 Re-Roof (All Other) - Each Add'l 5,000 SF $33 [b]
25 Fenestration - Skylights/Solartubes - Fire-Rated $190 26 Fenestration - Skylights/Solartubes - Non-Rated $143 27 Fenestration - Window Retrofit $156
28 Fenestration - Doors/Windows (One New - Framed) $224 [c] 29 Structural, Drywall $149
30 Structural, Insulation, Drywall $217
31 Lath $236
32 Structural, Insulation, Lath $353
33 Structural, Insulation, Shear, Lath $584
34 Fire Sprinkler Plans - New $217
35 Fire Sprinkler Plans - Modified $136
36 Fire Assessment Review $196
37 Framing/Structural - 1 inspection $312 [d]
38 Framing/Structural - 2 inspections $380 [d]
39 Framing/Structural - 3 inspections $448 [d]
City of Laguna Woods
Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items A - 34
ITEM 7.1 - Attachment A
Fee Description
[a] Fee Assuming
Full or Targeted
Cost Recovery Notes
City of Laguna Woods
Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items 40 Framing/Structural - More than 3 inspections
a) Base Fee (covers up to 3 inspections) $448 [d]
b) Each additional inspection $68 [d]
41 Temporary Shade Structure (Commercial) $312
42 Patio/Balcony Cover/Enclosure - Standard, Open, Pre-Engineered $217 43 Patio/Balcony Cover/Enclosure - Standard, Enclosed, Pre-Engineered $326 44 Patio/Balcony Cover/Enclosure - Site Specific Engineering $550 45 Patio Conversion $1,087
46 Atrium Conversion $1,087
47 Garage Conversion/Alteration $951
48 Alteration - Residential (Res.) Kitchen $421
49 Alteration - Res. Kitchen, plus HVAC OR Fenestration $489 50 Alteration - Res. Kitchen, plus HVAC AND Fenestration/Other $557 [e] 51 Alteration - Res. Kitchen, plus 1 Bath $489
52 Alteration - Res. Kitchen, plus 2+ Bath (Includes bathroom splits) $557 53 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC OR Fenestration/Other $557 [e] 54 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC OR Fenestration/Other $625 [e] 55 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC AND Fenestration/Other $625 [e] 56 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC AND Fenestration/Other $693 [e] 57 Alteration/Remodel - Res. 1 Bath $285
58 Alteration/Remodel - Res. 2+ Baths (includes bathroom splits) $421 59 Alteration - Res. 2+ Baths (incl. split), plus HVAC/Other $489 [e] 60 Room Addition $978
61 Alteration/Remodel w/ Room Addition $1,386
62 Sign (Wall) - First $190
63 Sign (Wall) - Each Add'l $14
64 Sign (Monument) - First $312
65 Sign (Monument) - Each Add'l $27
66 Antenna - Telecommunications $598
67 Antenna - Equipment Shelter $285
68 Solar - Residential Systems (Expedited Process) $272 [f] 69 Solar - Residential Systems (All Others) - See note for > 15kW or 10kWth $450 [f] 70 Solar - Commercial Systems - See note for > 50kW or 30kWth $1,000 [g] 71 Demolition - Residential $190
72 Demolition - Non-Residential $408
73 Certificate of Occupancy - Temporary $101
74 Certificate of Occupancy $304
75 Sleeping Room Covenant - Recording Fee $122
76 Miscellaneous/All Other - First Inspection $101
77 Miscellaneous/All Other - Each Add'l Inspection $68
78 Miscellaneous/All Other - Plan Check (Per Hr) $163
A - 35
ITEM 7.1 - Attachment A
Fee Description
[a] Fee Assuming
Full or Targeted
Cost Recovery Notes
City of Laguna Woods
Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items 79 Plan Revision - Non-Structural - (Per Hr) $163
80 Plan Revision - Structural - (Per Hr) $163
81 Work Without Permit - Non-Destructive Inspection Required $217 82 Work Without Permit - Destructive Inspection Required $380 83 Re-Inspection - Missed Appointment $68
84 Inspection Outside of Normal Business Hours (Per Hr) $204 85 Expedited Plan Review of Residential Remodels 125% of standard fee 86 Additional Inspections $101
87 Replacement Job Card $33
88 Permit Extension $82
89 Change of Contractor, Architect, Owner Processing $82 90 Expired Permit $163
91 Cancelled Permit Refund Processing Fee $82
92 Copy and Printing Charge $14
93 State Energy Form Assistance (Upon Request) (Per Page) $4 94 Building and Safety Appeal Application $163
95 Alternate Materials Method Review (Per Hr) $163
Notes
[a] The City uses specialized service providers to process certain building permitting activities. These specialized services include, but are not limited to, Building Official, permit counter, inspection, and plan review services. The modified fees are intended to reflect the estimated costs of all typical services. However, for projects requiring the use of outside service providers, or projects that are more complex than typical, the City will collect fees that represent the actual costs incurred by the City. [b] For purposes of calculating re-roof fees, fractional square footages shall be rounded up to the nearest 1,000 SF. For example 1,600 SF shall be rounded to 2,000 SF.
[d] Examples of items included in this fee include post, beam, beamtail, raftertail, corbel, shearpanel, and truss repair/replacement.
[c] For Installation of multiple doors or windows see Framing/Structural fees. [e] Other may include items such as water-heater change-out or water heater relocation, and/or minor hook-ups associated with the alteration or remodel.
[f] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450 plus $15 per kW for each kilowatt above 15kW. For thermal systems, fees shall not exceed $450, plus $15 per kWth for each kilowatt thermal above 10kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
[g] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up to 50kW plus $7 per kilowatt for each kilowatt between 51kW and 250kW, plus $5 for each kilowatt above 250kW. For thermal systems, fees shall not exceed $1,000 up to the 30kWth, plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
* In accordance with California Health and Safety Code Section 17951.5, the City may waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability to accommodate that disability. *** The City Manager may waive building permit fees for activities associated with City projects or contracts. ** In accordance with California Health and Safety Code Section 17951.7, the City may waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability.

A - 36
ITEM 7.1 - Attachment A
Plan Check [a] Permit [a] Total [a]
Description
Project Size
Threshold
Base Fee
Assuming
Full or
Targeted
Cost
Recovery
Fee Per
Add'l 100 SF
Base Fee
Assuming
Full or
Targeted
Cost
Recovery
Fee Per
Add'l 100 SF
Base Fee
Assuming
Full or
Targeted
Cost
Recovery
Fee Per
Add'l 100 SF
1 500 $1,223 $28.53 $1,223 $52.98 $2,445 $81.50
2,000 $1,650 $18.34 $2,017 $22.41 $3,668 $40.75
5,000 $2,201 $11.00 $2,690 $13.45 $4,890 $24.45
10,000 $2,751 $5.09 $3,362 $15.28 $6,113 $20.38
20,000 $3,260 varies $4,890 varies $8,150 varies
> 20,000 varies varies varies
2 100 $285 $95.08 $530 $176.58 $815 $271.67
250 $428 $57.05 $795 $105.95 $1,223 $163.00
500 $571 $28.53 $1,060 $52.98 $1,630 $81.50
1,000 $713 $13.31 $1,324 $24.72 $2,038 $38.03
2,500 $913 varies $1,695 varies $2,608 varies
> 2,500 varies varies varies
3 500 $1,956 $45.64 $1,956 $84.76 $3,912 $130.40
2,000 $2,641 $29.34 $3,227 $35.86 $5,868 $65.20
5,000 $3,521 $17.60 $4,303 $21.52 $7,824 $39.12
10,000 $4,401 $8.15 $5,379 $24.45 $9,780 $32.60
20,000 $5,216 varies $7,824 varies $13,040 varies
> 20,000 varies varies varies
4 250 $228 $45.64 $424 $84.76 $652 $130.40
500 $342 $22.82 $636 $42.38 $978 $65.20
1,000 $456 $7.61 $848 $14.13 $1,304 $21.73
2,500 $571 $7.42 $1,060 $13.77 $1,630 $21.19
5,000 $756 varies $1,404 varies $2,160 varies
> 5,000 varies varies varies
* In accordance with California Health and Safety Code Section 17951.5, the City may waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability to accommodate that disability.

City of Laguna Woods
Schedule of Building Fees - New Construction and Non-Residential Tenant Improvements Shell Building
New Construction
*** The City Manager may waive building permit fees for activities associated with City projects or contracts. [a] The City uses specialized service providers to process certain building permitting activities. These specialized services include, but are not limited to, Building Official, permit counter, inspection, and plan review services. The modified fees are intended to reflect the estimated costs of all typical services. However, for projects requiring the use of outside service providers, or projects that are more complex than typical, the City will collect fees that represent the actual costs incurred by the City.

Accessory/Utility
(e.g. Private garage,
gatehouse)
New Construction
All Other
New Construction
Tenant
Improvements
New Construction
** In accordance with California Health and Safety Code Section 17951.7, the City may waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability.

A - 37
ITEM 7.1 - Attachment A
Fee Description Fee * Notes
Strong Motion Instrumentation Program (SMIP)
Fee Calculation
[a]
1 Residential (1-3 Story) $0.50 or valuation x 0.00013
2 Commercial or Residential (4+ Story) $0.50 or valuation x 0.00028 Building Standards Administration Special Revolving
Fund (SB 1473) Fee Calculation
[b]
3 Valuation:
a) $1 - $25,000 $1
b) $25,001 - $50,000 $2
c) $50,001 - $75,000 $3
d) $75,001 - $100,000 $4
e) Every $25,000 or fraction thereof above
$100,000
Add $1
Notes
[a] Source: California Public Resources Code Section 2705 [b] Source: California Health and Safety Code Section 18931.6 City of Laguna Woods
Schedule of Building Fees
* Project valuation shall be determined by project amount submitted by permit applicant, or most current International Code Council (ICC) published Building Valuation Table as published in the Building Safety Journal, or by RS Means Square Foot Costs Manual, where ICC data is not available.

A - 38
ITEM 7.1 - Attachment A
Fee Description
Fee Assuming
Full or Targeted
Cost Recovery Notes
Fixed Fee Services
1 Film Permit $636 [a]
2 Address Establishment/Change $398
3 Notice of Exemption $318 [b]
4 Outdoor Seating Permit $398
5 Sign Permit - Part of Sign Program $119
6 Sign Permit - Permanent $318
7 Sign Permit - Temporary $80
8 Sign Permit - Community Facilities/Open Space Annual $80 9 Special Event Permit $318
10 Temporary Use Permit $636
11 Tree Removal Permit $239
12 Wireless Use Permit Filing Fee $1,829 [c]
13 Eligible Facility Request Permit Filing Fee $1,352
14 Eligible Facility Request Permit Pre-Submittal Meeting $318 15 Zoning Confirmation Letter $199
16 Bingo Permit $50 [d]
17 Appeal (City Council) $750
Fee Description
Initial
Deposit [d] Notes
Deposit-Based Fee Services [e]
18 Change Plan $2,000
19 Conditional Use Permit $4,000
20 Development Agreement $10,000
21 Environmental Impact Report $10,000
22 General Plan Amendment $10,000
23 Zoning Code Amendment $10,000
24 Initial Study/Neg. Dec./Mitigated Neg Dec. $5,000
25 Sign Program $2,500
26 Site Development Permit $4,000
27 Lot Line Adjustment $2,000
28 Specific Plan $10,000
29 Variance $3,500
30 Zone Change $10,000
31 Other Services Not Identified varies
Notes
[a] Film permit fee applies for major filming (production). [b] A pass-through of any filing fees will also be collected from the applicant. [c] A pass-through of any noticing fees will also be collected from the applicant (e.g. mailing costs, newspaper publication). [d] Fee limited by California Penal Code Section 326.5.

City of Laguna Woods
Schedule of Planning Fees
[e] For deposit-based fees, the City intends to recover 100% of the costs of service including the actual costs of any contract service providers, internal City support, indirect costs, filing fees, and noticing fees. * The City Manager may waive planning fees for activities associated with City projects or contracts. ** Deposit-based fee services include processing of the principal application and, when applicable, required landscape documentation packages and/or water quality management plans.

A - 39
ITEM 7.1 - Attachment A
Fee Description
Fee Assuming
Full Cost
Recovery Unit Notes
Encroachment Permits
Minor Projects
1 Landscape Maintenance $275 flat
2 Temporary Staging $275 flat
3 Traffic Control Only $370 flat
4 Utilities Structure Inspection $460 flat
5 Pole Replacement $460 flat
Major Projects
6 Major Project [a]
a) First Day $740 flat
b) Each Additional Day $275 per day
7 Projects Greater Than Two Weeks in Duration $3,000 deposit Fee Description
Fee Assuming
Full Cost
Recovery Unit Notes
Grading Permits
1 Grading Plan Check and Inspection $2,500 deposit
Fee Description Fee Unit Notes
1 City Engineer $185 per hour
2 Other Staff/Outside Service Providers 100% of actual costs, plus indirect cost
rate
[a] Major Projects include ground disturbing activities, projects lasting longer than three days, or projects that require permanent traffic control for the duration of the project (e.g. excavation, trenching, boring, etc.).

City of Laguna Woods
Schedule of Encroachment Permit and Grading Permit Fees For service requests, which have no fees listed in this Master Fee Schedule, the City Manager or his/her designee shall determine the appropriate fee based on the following hourly rates for staff time involved in the service or activity.

Notes
* The City Manager may waive encroachment and grading permit fees for activities associated with City projects or contracts.

A - 40
ITEM 7.1 - Attachment A
ITEM 7.1 – Attachment B
R 22-XX 1 XX-XX-2022
RESOLUTION NO. 22-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, ADOPTING NEW AND INCREASED OR

MODIFIED BUILDING AND PLANNING SERVICES FEES, AND

ENCROACHMENT AND GRADING PERMIT FEES
WHEREAS, pursuant to applicable state law, cities may charge rates or fees that are equal to or less than the reasonably anticipated costs of providing the service, conferring a benefit, granting a privilege, performing regulatory duties, enforcing laws, or as a condition of property development; and
WHEREAS, California Health and Safety Code Section 17951.5 authorizes cities to waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability that are made to accommodate that disability; and
WHEREAS, California Health and Safety Code Section 17951.7 authorizes cities to waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability, subject to the adoption of an ordinance to establish a standard application form that may be used to apply for the waiver or reduction, including the requirements for proof of a qualifying disability; and WHEREAS, the City retained a qualified consultant to prepare a Building, Planning, Encroachment, and Grading Permit Fee Study and Central Service Cost Allocation Plan and Indirect Cost Rate Calculation-Full Cost Plan upon which to base fee calculations. Both documents are now complete and were reviewed with the City Council and public at the regular meeting on March 16, 2022; and WHEREAS, the City Council conducted a duly noticed public hearing at its regular meeting on March 16, 2022 regarding the proposed adoption of new and increased or modified building, planning, encroachment, and grading permit fees; and
WHEREAS, public noticing for the aforementioned public hearing included publication of the notice in the Laguna Woods Globe on March 3, 2022 and March 10, 2022, posting of the notice on the City’s website beginning on March 2, 2022, and transmittal to those parties that requested such notification pursuant to California Government Code Section 66016; and
ITEM 7.1 – Attachment B
R 22-XX 2 XX-XX-2022
WHEREAS, the Building, Planning, Encroachment, and Grading Permit Fee Schedule attached hereto as Exhibit A; the Building, Planning, Encroachment, and Grading Permit Fee Study; and, the Central Service Cost Allocation Plan and Indirect Cost Rate Calculation-Full Cost Plan were made available to the public at or from City Hall and on the City’s website beginning on March 2, 2022; and WHEREAS, after consideration of the information provided by City staff, the information contained in the Building, Planning, Encroachment, and Grading Permit Fee Study and the Central Service Cost Allocation Plan and Indirect Cost Rate Calculation-Full Cost Plan, and all public comments and testimony received, the City Council finds that it is in the best interest of the City to adopt new and increase or modify fees for building, planning, encroachment, and grading permits.

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

WOODS, CALIFORNIA DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. The Building, Planning, Encroachment, and Grading Permit Fee Schedule attached hereto as Exhibit A is hereby adopted to be effective beginning on May 16, 2022. In adopting such fees, the City Council finds that the amount of the fees do not exceed the reasonable cost of providing the services for which the fees are charged, and relies in part on the Building, Planning, Encroachment, and Grading Permit Fee Study and the Central Service Cost Allocation Plan and Indirect Cost Rate Calculation-Full Cost Plan in making such findings.

SECTION 2. Upon the effective date of the Building, Planning, Encroachment, and Grading Permit Fee Schedule attached hereto as Exhibit A, all previous building, planning, encroachment, and grading permit fees adopted by resolution of the City Council shall be repealed.

SECTION 3. Upon the effective date of the Building, Planning, Encroachment, and Grading Permit Fee Schedule attached hereto as Exhibit A, the City Manager may waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability that are made to accommodate that disability, as provided for by California Health and Safety Code Section 17951.5.

SECTION 4. Upon the effective date of the City Council’s adoption of an ordinance as required by California Health and Safety Code Section 17951.7(b), the City Manager may waive or reduce all building permit fees for improvements to the ITEM 7.1 – Attachment B
R 22-XX 3 XX-XX-2022
home of a veteran with a qualifying disability that are made to accommodate that disability, as provided for by California Health and Safety Code Section 17951.7.

SECTION 5. Upon the effective date of the Building, Planning, Encroachment, and Grading Permit Fee Schedule attached hereto as Exhibit A, the City Manager may waive building, planning, encroachment, and grading permit fees for activities associated with City projects or contracts.

SECTION 6. After reviewing the entire project record, the City Council hereby finds, determines, and certifies that it can be seen with certainty that this action is not subject to the California Environmental Quality Act (Pub. Resources Code, Sec. 21000 et seq.) (“CEQA”) pursuant to sections 15060(c)(2) (the activities will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activities are not a project as defined in section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter

3. CEQA Guideline section 15378(b)(4) excludes “government funding mechanisms or other government fiscal activities” from its definition of “project” when they “do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment,” as is the case here. Even if this action were subject to CEQA, it would be categorically exempt under CEQA Guideline section 15273, which applies to the establishment, modification, structuring, restructuring, or approval of rates, tolls, fares, or other charges by the City, when such charges are for the purpose of (1) meeting operating expenses, including employee wage rates and fringe benefits, and (2) purchasing or leasing supplies, equipment, or materials – as is the case with the building, planning, encroachment, and grading permit fees. Finally, this action is exempt from CEQA based on CEQA Guideline section 15061(b)(3) because it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.

SECTION 7. The Mayor shall sign this resolution and the City Clerk shall attest and certify to the passage and adoption thereof.

PASSED, APPROVED AND ADOPTED on this XX day of XX 2022. _______________________________
CAROL MOORE, Mayor
ITEM 7.1 – Attachment B
R 22-XX 4 XX-XX-2022
ATTEST:
________________________________
YOLIE TRIPPY, CMC, City Clerk

STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF LAGUNA WOODS )
I, YOLIE TRIPPY, City Clerk of the City of Laguna Woods, do HEREBY CERTIFY that the foregoing Resolution No. 22-XX was duly adopted by the City Council of the City of Laguna Woods at a regular meeting thereof, held on the XX day of XX 2022, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
_________________________________
YOLIE TRIPPY, CMC, City Clerk
Fee Description
[a] Fee Assuming
Full or Targeted
Cost Recovery Notes
1 New or Existing Water Heater Change Out $101
2 Water Heater Relocation $177
3 Tub to Tub Insert Only $190
4 Tub to Tub Tile Back Only $258
5 Shower to Shower Insert Only $190
6 Shower to Shower Tile Only $326
7 Tub to Shower Only $326
8 Water/Drain Line (Install/Alter/Repair) w/out Structural $101 9 Water/Drain Line (Install/Alter/Repair) with Structural $258 10 Line Repair (CIPP)/Svc Install - First 30 LF $109
11 Line Repair (CIPP)/Svc Install - Each Add'l 30 LF $68 12 Plumbing Repipe $244
13 New HVAC / HVAC Change in Type - Residential $190
14 Ventilation Modifications $210
15 Electrical - New Fixtures/Receptacles $109
16 Electrical Panel Modification $338
17 Electrical Panel Change Out $181
18 New Washer/Dryer Hook Up $134
19 Electrical Wheelchair Lift $530
20 Temporary Power Pole $141
21 Re-Roof (Tile, Single-Ply) - First 1,000 SF $168
22 Re-Roof (Tile, Single-Ply) - Each Add'l 1,000 SF $33 [b] 23 Re-Roof (All Other) - First 1,000 SF $204
24 Re-Roof (All Other) - Each Add'l 5,000 SF $33 [b]
25 Fenestration - Skylights/Solartubes - Fire-Rated $190 26 Fenestration - Skylights/Solartubes - Non-Rated $143 27 Fenestration - Window Retrofit $156
28 Fenestration - Doors/Windows (One New - Framed) $224 [c] 29 Structural, Drywall $149
30 Structural, Insulation, Drywall $217
31 Lath $236
32 Structural, Insulation, Lath $353
33 Structural, Insulation, Shear, Lath $584
34 Fire Sprinkler Plans - New $217
35 Fire Sprinkler Plans - Modified $136
36 Fire Assessment Review $196
37 Framing/Structural - 1 inspection $312 [d]
38 Framing/Structural - 2 inspections $380 [d]
39 Framing/Structural - 3 inspections $448 [d]
City of Laguna Woods
Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items 1 ITEM 7.1 - Exhibit A to Attachment B
Fee Description
[a] Fee Assuming
Full or Targeted
Cost Recovery Notes
City of Laguna Woods
Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items 40 Framing/Structural - More than 3 inspections
a) Base Fee (covers up to 3 inspections) $448 [d]
b) Each additional inspection $68 [d]
41 Temporary Shade Structure (Commercial) $312
42 Patio/Balcony Cover/Enclosure - Standard, Open, Pre-Engineered $217 43 Patio/Balcony Cover/Enclosure - Standard, Enclosed, Pre-Engineered $326 44 Patio/Balcony Cover/Enclosure - Site Specific Engineering $550 45 Patio Conversion $1,087
46 Atrium Conversion $1,087
47 Garage Conversion/Alteration $951
48 Alteration - Residential (Res.) Kitchen $421
49 Alteration - Res. Kitchen, plus HVAC OR Fenestration $489 50 Alteration - Res. Kitchen, plus HVAC AND Fenestration/Other $557 [e] 51 Alteration - Res. Kitchen, plus 1 Bath $489
52 Alteration - Res. Kitchen, plus 2+ Bath (Includes bathroom splits) $557 53 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC OR Fenestration/Other $557 [e] 54 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC OR Fenestration/Other $625 [e] 55 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC AND Fenestration/Other $625 [e] 56 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC AND Fenestration/Other $693 [e] 57 Alteration/Remodel - Res. 1 Bath $285
58 Alteration/Remodel - Res. 2+ Baths (includes bathroom splits) $421 59 Alteration - Res. 2+ Baths (incl. split), plus HVAC/Other $489 [e] 60 Room Addition $978
61 Alteration/Remodel w/ Room Addition $1,386
62 Sign (Wall) - First $190
63 Sign (Wall) - Each Add'l $14
64 Sign (Monument) - First $312
65 Sign (Monument) - Each Add'l $27
66 Antenna - Telecommunications $598
67 Antenna - Equipment Shelter $285
68 Solar - Residential Systems (Expedited Process) $272 [f] 69 Solar - Residential Systems (All Others) - See note for > 15kW or 10kWth $450 [f] 70 Solar - Commercial Systems - See note for > 50kW or 30kWth $1,000 [g] 71 Demolition - Residential $190
72 Demolition - Non-Residential $408
73 Certificate of Occupancy - Temporary $101
74 Certificate of Occupancy $304
75 Sleeping Room Covenant - Recording Fee $122
76 Miscellaneous/All Other - First Inspection $101
77 Miscellaneous/All Other - Each Add'l Inspection $68
78 Miscellaneous/All Other - Plan Check (Per Hr) $163
2 ITEM 7.1 - Exhibit A to Attachment B
Fee Description
[a] Fee Assuming
Full or Targeted
Cost Recovery Notes
City of Laguna Woods
Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items 79 Plan Revision - Non-Structural - (Per Hr) $163
80 Plan Revision - Structural - (Per Hr) $163
81 Work Without Permit - Non-Destructive Inspection Required $217 82 Work Without Permit - Destructive Inspection Required $380 83 Re-Inspection - Missed Appointment $68
84 Inspection Outside of Normal Business Hours (Per Hr) $204 85 Expedited Plan Review of Residential Remodels 125% of standard fee 86 Additional Inspections $101
87 Replacement Job Card $33
88 Permit Extension $82
89 Change of Contractor, Architect, Owner Processing $82 90 Expired Permit $163
91 Cancelled Permit Refund Processing Fee $82
92 Copy and Printing Charge $14
93 State Energy Form Assistance (Upon Request) (Per Page) $4 94 Building and Safety Appeal Application $163
95 Alternate Materials Method Review (Per Hr) $163
Notes
[a] The City uses specialized service providers to process certain building permitting activities. These specialized services include, but are not limited to, Building Official, permit counter, inspection, and plan review services. The modified fees are intended to reflect the estimated costs of all typical services. However, for projects requiring the use of outside service providers, or projects that are more complex than typical, the City will collect fees that represent the actual costs incurred by the City. [b] For purposes of calculating re-roof fees, fractional square footages shall be rounded up to the nearest 1,000 SF. For example 1,600 SF shall be rounded to 2,000 SF.
[d] Examples of items included in this fee include post, beam, beamtail, raftertail, corbel, shearpanel, and truss repair/replacement.
[c] For Installation of multiple doors or windows see Framing/Structural fees. [e] Other may include items such as water-heater change-out or water heater relocation, and/or minor hook-ups associated with the alteration or remodel.
[f] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450 plus $15 per kW for each kilowatt above 15kW. For thermal systems, fees shall not exceed $450, plus $15 per kWth for each kilowatt thermal above 10kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
[g] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up to 50kW plus $7 per kilowatt for each kilowatt between 51kW and 250kW, plus $5 for each kilowatt above 250kW. For thermal systems, fees shall not exceed $1,000 up to the 30kWth, plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
* In accordance with California Health and Safety Code Section 17951.5, the City may waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability to accommodate that disability. *** The City Manager may waive building permit fees for activities associated with City projects or contracts. ** In accordance with California Health and Safety Code Section 17951.7, the City may waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability.
3 ITEM 7.1 - Exhibit A to Attachment B
Plan Check [a] Permit [a] Total [a]
Description
Project Size
Threshold
Base Fee
Assuming
Full or
Targeted
Cost
Recovery
Fee Per
Add'l 100 SF
Base Fee
Assuming
Full or
Targeted
Cost
Recovery
Fee Per
Add'l 100 SF
Base Fee
Assuming
Full or
Targeted
Cost
Recovery
Fee Per
Add'l 100 SF
1 500 $1,223 $28.53 $1,223 $52.98 $2,445 $81.50
2,000 $1,650 $18.34 $2,017 $22.41 $3,668 $40.75
5,000 $2,201 $11.00 $2,690 $13.45 $4,890 $24.45
10,000 $2,751 $5.09 $3,362 $15.28 $6,113 $20.38
20,000 $3,260 varies $4,890 varies $8,150 varies
> 20,000 varies varies varies
2 100 $285 $95.08 $530 $176.58 $815 $271.67
250 $428 $57.05 $795 $105.95 $1,223 $163.00
500 $571 $28.53 $1,060 $52.98 $1,630 $81.50
1,000 $713 $13.31 $1,324 $24.72 $2,038 $38.03
2,500 $913 varies $1,695 varies $2,608 varies
> 2,500 varies varies varies
3 500 $1,956 $45.64 $1,956 $84.76 $3,912 $130.40
2,000 $2,641 $29.34 $3,227 $35.86 $5,868 $65.20
5,000 $3,521 $17.60 $4,303 $21.52 $7,824 $39.12
10,000 $4,401 $8.15 $5,379 $24.45 $9,780 $32.60
20,000 $5,216 varies $7,824 varies $13,040 varies
> 20,000 varies varies varies
4 250 $228 $45.64 $424 $84.76 $652 $130.40
500 $342 $22.82 $636 $42.38 $978 $65.20
1,000 $456 $7.61 $848 $14.13 $1,304 $21.73
2,500 $571 $7.42 $1,060 $13.77 $1,630 $21.19
5,000 $756 varies $1,404 varies $2,160 varies
> 5,000 varies varies varies
* In accordance with California Health and Safety Code Section 17951.5, the City may waive or reduce all building permit fees for improvements to the home of a veteran with a qualifying disability to accommodate that disability.

City of Laguna Woods
Schedule of Building Fees - New Construction and Non-Residential Tenant Improvements Shell Building
New Construction
*** The City Manager may waive building permit fees for activities associated with City projects or contracts. [a] The City uses specialized service providers to process certain building permitting activities. These specialized services include, but are not limited to, Building Official, permit counter, inspection, and plan review services. The modified fees are intended to reflect the estimated costs of all typical services. However, for projects requiring the use of outside service providers, or projects that are more complex than typical, the City will collect fees that represent the actual costs incurred by the City.

Accessory/Utility
(e.g. Private garage,
gatehouse)
New Construction
All Other
New Construction
Tenant
Improvements
New Construction
** In accordance with California Health and Safety Code Section 17951.7, the City may waive or reduce all building permit fees for improvements to the home of a person at least 60 years of age with a qualifying disability that are made to accommodate that disability.
4 ITEM 7.1 - Exhibit A to Attachment B
Fee Description Fee * Notes
Strong Motion Instrumentation Program (SMIP)
Fee Calculation
[a]
1 Residential (1-3 Story) $0.50 or valuation x 0.00013
2 Commercial or Residential (4+ Story) $0.50 or valuation x 0.00028 Building Standards Administration Special Revolving
Fund (SB 1473) Fee Calculation
[b]
3 Valuation:
a) $1 - $25,000 $1
b) $25,001 - $50,000 $2
c) $50,001 - $75,000 $3
d) $75,001 - $100,000 $4
e) Every $25,000 or fraction thereof above
$100,000
Add $1
Notes
[a] Source: California Public Resources Code Section 2705 [b] Source: California Health and Safety Code Section 18931.6 City of Laguna Woods
Schedule of Building Fees
* Project valuation shall be determined by project amount submitted by permit applicant, or most current International Code Council (ICC) published Building Valuation Table as published in the Building Safety Journal, or by RS Means Square Foot Costs Manual, where ICC data is not available.
5 ITEM 7.1 - Exhibit A to Attachment B
Fee Description
Fee Assuming
Full or Targeted
Cost Recovery Notes
Fixed Fee Services
1 Film Permit $636 [a]
2 Address Establishment/Change $398
3 Notice of Exemption $318 [b]
4 Outdoor Seating Permit $398
5 Sign Permit - Part of Sign Program $119
6 Sign Permit - Permanent $318
7 Sign Permit - Temporary $80
8 Sign Permit - Community Facilities/Open Space Annual $80 9 Special Event Permit $318
10 Temporary Use Permit $636
11 Tree Removal Permit $239
12 Wireless Use Permit Filing Fee $1,829 [c]
13 Eligible Facility Request Permit Filing Fee $1,352
14 Eligible Facility Request Permit Pre-Submittal Meeting $318 15 Zoning Confirmation Letter $199
16 Bingo Permit $50 [d]
17 Appeal (City Council) $750
Fee Description
Initial
Deposit [d] Notes
Deposit-Based Fee Services [e]
18 Change Plan $2,000
19 Conditional Use Permit $4,000
20 Development Agreement $10,000
21 Environmental Impact Report $10,000
22 General Plan Amendment $10,000
23 Zoning Code Amendment $10,000
24 Initial Study/Neg. Dec./Mitigated Neg Dec. $5,000
25 Sign Program $2,500
26 Site Development Permit $4,000
27 Lot Line Adjustment $2,000
28 Specific Plan $10,000
29 Variance $3,500
30 Zone Change $10,000
31 Other Services Not Identified varies
Notes
[a] Film permit fee applies for major filming (production). [b] A pass-through of any filing fees will also be collected from the applicant. [c] A pass-through of any noticing fees will also be collected from the applicant (e.g. mailing costs, newspaper publication). [d] Fee limited by California Penal Code Section 326.5.

City of Laguna Woods
Schedule of Planning Fees
[e] For deposit-based fees, the City intends to recover 100% of the costs of service including the actual costs of any contract service providers, internal City support, indirect costs, filing fees, and noticing fees. * The City Manager may waive planning fees for activities associated with City projects or contracts. ** Deposit-based fee services include processing of the principal application and, when applicable, required landscape documentation packages and/or water quality management plans. 6 ITEM 7.1 - Exhibit A to Attachment B
Fee Description
Fee Assuming
Full Cost
Recovery Unit Notes
Encroachment Permits
Minor Projects
1 Landscape Maintenance $275 flat
2 Temporary Staging $275 flat
3 Traffic Control Only $370 flat
4 Utilities Structure Inspection $460 flat
5 Pole Replacement $460 flat
Major Projects
6 Major Project [a]
a) First Day $740 flat
b) Each Additional Day $275 per day
7 Projects Greater Than Two Weeks in Duration $3,000 deposit Fee Description
Fee Assuming
Full Cost
Recovery Unit Notes
Grading Permits
1 Grading Plan Check and Inspection $2,500 deposit
Fee Description Fee Unit Notes
1 City Engineer $185 per hour
2 Other Staff/Outside Service Providers 100% of actual costs, plus indirect cost
rate
[a] Major Projects include ground disturbing activities, projects lasting longer than three days, or projects that require permanent traffic control for the duration of the project (e.g. excavation, trenching, boring, etc.).

City of Laguna Woods
Schedule of Encroachment Permit and Grading Permit Fees For service requests, which have no fees listed in this Master Fee Schedule, the City Manager or his/her designee shall determine the appropriate fee based on the following hourly rates for staff time involved in the service or activity.

Notes
* The City Manager may waive encroachment and grading permit fees for activities associated with City projects or contracts. 7 ITEM 7.1 - Exhibit A to Attachment B
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8.1 EMPLOYEE POSITIONS, COMPENSATION,

AND BENEFITS
This page is intentionally blank.

ITEM 8.1
CC  03-16-2022 RM ITEM 8.1 – AR Page 1 of 4
City of Laguna Woods
Agenda Report
TO: Honorable Mayor and City Councilmembers
FROM: Christopher Macon, City Manager
FOR: March 16, 2022 Regular Meeting
SUBJECT: Employee Positions, Compensation, and Benefits Recommendation

1. Adopt a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

LAGUNA WOODS, CALIFORNIA, REPEALING RESOLUTION
NOS. 21-19 AND 21-23, AND ESTABLISHING A COMPENSATION

SCHEDULE AND BENEFITS FOR CITY EMPLOYEES
AND

2. Adopt a resolution entitled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

LAGUNA WOODS, CALIFORNIA, AMENDING THE AUTHORIZED
CITY EMPLOYEE POSITIONS FOR FISCAL YEAR 2021-22
COMMENCING JULY 1, 2021 AND ENDING JUNE 30, 2022, AND
FISCAL YEAR 2022-23 COMMENCING JULY 1, 2022 AND
ENDING JUNE 30, 2023
Background
The City Manager is responsible for hiring and supervising employees, subject to the City Council’s authorization of positions and establishment of compensation and benefits policies. Nine full-time equivalent positions are currently authorized.

ITEM 8.1
ITEM 8.1 – AR Page 2 of 4 CC  03-16-2022 RM
Discussion
Today’s meeting is an opportunity for City Council action, as well as public input, on the following proposals:

1. Modifications of employee compensation and benefits. (see Attachment A)
Staff recommends that the City Council take this action in order to update compensation and benefit offerings.

2. Authorization of one additional, full-time Management Analyst or Senior Management Analyst position for fiscal years 2021-22 and 2022-23. (Note:

These positions exist within a dual class job classification; it is anticipated that a single Senior Management Analyst would be hired.) (see Attachment C)
Staff recommends that the City Council take this action in order to support the efficient, effective, and economical conduct of City business.

Attachment A (Employee Compensation and Benefits)
Employee compensation and benefits would be modified as summarized below and more specifically identified in the redline document included as Attachment B. • Repeal Resolution nos. 21-19 and 21-23, the most recent compensation and benefits resolutions adopted by the City Council. No modifications have been made to the compensation and benefits resolution since June 23, 2021. • Increase the compensation ranges for three employee classifications based on a market survey. Movement within compensation ranges is based on merit and subject to budgetary constraints. Adoption of the proposed resolution would not directly increase any employee’s existing compensation.

Classification Compensation Range
(annual equivalent unless otherwise noted)
Administrative Services
Director/City Treasurer*
Existing: $113,201-$158,481
Proposed: $115,919-$162,286
ITEM 8.1
CC  03-16-2022 RM ITEM 8.1 – AR Page 3 of 4
Senior Management
Analyst
Existing: $72,750-$101,850
Proposed: $77,951-$109,132
Management Analyst Existing: $65,774-$92,083
Proposed: $68,003-$95,204
* This position is currently filled on a part-time basis.

No modification of the City Manager’s compensation is proposed. • Explicitly authorize the hiring of employees for time-limited periods. • Standardize the monthly benefit allowance for part-time employees at $800 per month. The existing resolution provides for a monthly benefit allowance for “certain part-time employees” of “up to $800 per month.” • Various clarifications.

Attachment B (Employee Positions)
The recommended action would authorize the hiring of one new, full-time position that, as presently envisioned, would hold the working title of Project Manager and serve for an approximately two-year period.

The City is required to complete a significant amount of time-sensitive work over the next several years related to implementation of the recently adopted General Plan Housing Element. Though the Housing Element spans an eight-year term, the majority of work is required to be undertaken in the 2022 and 2023 calendar years, as previously discussed at the City Council meeting on February 9, 2022. More broadly, the City’s overall workload has continued to increase due, in large part, to constantly evolving legislative and regulatory requirements.

Without additional staffing, progress on other projects and initiatives will stall due to the increased workload. While the proposed Project Manager position would not work exclusively on Housing Element implementation, temporarily increasing inhouse staffing would allow staff to more effectively balance existing commitments with Housing Element and other state-mandated work.

If the recommended action is taken, the authorized number of employees for fiscal years 2021-22 and 2022-23 would increase from 9.0 to 10.0 full-time equivalent ITEM 8.1
ITEM 8.1 – AR Page 4 of 4 CC  03-16-2022 RM
(“FTE”) positions. One of the FTE positions would continue to be underfilled on a part-time basis, resulting in an effective increase from 8.6 to 9.6 FTE positions.

The authorized number of FTE positions has decreased by 3.0 since Fiscal Year 2013-14 (eight fiscal years ago) and has averaged 9.024 since the first two-year budget and work plan was adopted (Fiscal Years 2017-19). The authorized number of FTE positions during the two most recent fiscal years was 9.99 in Fiscal Year 2019-20 and 9.23 in Fiscal Year 2020-21.

Recruitment for the proposed Project Manager position would begin by the end of March 2022 with a projected start date as early as June 2022. The start date would be contingent on the quality and availability of candidates.

Fiscal Impact
Staff anticipates accommodating the recommended action within existing budgets by leveraging budgetary savings and reallocating appropriations (e.g., less money would be spent on outside consultants if additional in-house staff are available). No new or increased appropriations are sought as part of the recommended action.

Attachments: A – Proposed Resolution (Compensation and Benefits) B – Proposed Resolution (Compensation and Benefits) - Redline C – Proposed Resolution (Employee Positions)
ITEM 8.1 – Attachment A
R 22-XX 1 XX-XX-2022
RESOLUTION NO. 22-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA
WOODS, CALIFORNIA, REPEALING RESOLUTION NOS. 21-19 AND
21-23, AND ESTABLISHING A COMPENSATION SCHEDULE AND

BENEFITS FOR CITY EMPLOYEES

THE CITY COUNCIL OF THE CITY OF LAGUNA WOODS, CALIFORNIA,

DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS
FOLLOWS:

SECTION 1. Effective March 16, 2022, Resolution Nos. 21-19 and 21-23 are hereby repealed and replaced by this resolution.

SECTION 2. The compensation schedule for City employees is established as follows:

Exempt Full-Time Employees (Annual Equivalent)
City Manager $192,525.94
Administrative Services Director/
City Treasurer $115,919 – $162,286
City Clerk $72,750 – $101,850
Senior Management Analyst $77,951 – $109,132
Management Analyst $68,003 – $95,204
Deputy City Clerk $59,746 – $83,644
Non-Exempt Full-Time Employees (Hourly Rate)
Senior Accountant $35.50 – $49.70
Accountant $29.85 – $41.79
Administrative Coordinator $22.40 – $31.36
Accounting Clerk $18.93 – $26.50
Non-Exempt Part-Time/Limited Part-Time Employees (Hourly Rate) Customer Service Representative $15.00 – $18.00
ITEM 8.1 – Attachment A
R 22-XX 2 XX-XX-2022
The City Manager is authorized to hire, promote, and compensate employees within established compensation ranges, to offer benefits, to fill any full-time position as a part-time or limited part-time position, and to hire employees for time-limited periods, consistent with City Council-adopted budgets and this resolution.

SECTION 3. All employees who work 40 or more hours per week on a regularly assigned basis shall be considered “full-time employees” for the purpose of this resolution. Full-time employees shall receive the following benefits:

A. Paid Holidays: The City shall observe the following holidays with full-time employees receiving eight hours of compensation for each weekday on which a holiday is observed: Martin Luther King Jr. Day, Presidents’ Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving, Friday after Thanksgiving, and Winter Holiday (December 24 through January 1; when January 1 falls on a Thursday, Winter Holiday shall be observed through January 2). Except for Winter Holiday, which is observed on specified dates, when a holiday falls on a Saturday, it shall be observed the on prior Friday; when a holiday falls on a Sunday, it shall be observed on the following Monday.

B. Floating Holidays: The City shall provide each full-time employee with two floating holidays per calendar year, equivalent to 16 hours of pay credited the first pay period of each calendar year. Floating holidays are not accrued on a pro-rata basis throughout the calendar year. Full-time employees must be in paid status on regularly scheduled workdays before and after using floating holiday time. Floating holiday time shall be used in increments of eight hours.

Full-time employees may maintain a balance of no more than 16 hours of unused floating holiday time (Floating Holiday Accrual Limit) and shall not accrue additional floating holiday time when the Floating Holiday Accrual Limit has been reached. Upon separation from the City, full-time employees shall be compensated for the balance of their accrued floating holiday time.

C. Retirement: All City employees, including full-time employees, are required to participate in the Social Security system. In addition, the City shall contract with the California Public Employees’ Retirement System (CalPERS) for retirement benefits for all eligible full-time employees. Full-time employees considered “classic” by CalPERS shall pay the 7% employee contribution pursuant to the terms of Resolution No. 12-18. Full-time employees considered “new members” by CalPERS shall pay the employee contribution ITEM 8.1 – Attachment A
R 22-XX 3 XX-XX-2022
rate established by CalPERS, as may change from time to time.

D. Retiree Medical: As required by, and in an amount established by California Government Code Section 22892, the City shall contribute toward CalPERS retiree health insurance for retiring full-time employees who have worked for the City for a minimum of 10 years. Part-time service for employees who transition from part-time to full-time employment with the City may be used to meet the 10-year requirement, with each 174 hours counting as one month.

E. Monthly Benefit Allowance: The City shall provide each full-time employee with a monthly benefit allowance of $1,000 per month. A portion of the allowance shall be allocated to pay for the employee assistance program and health insurance, as provided in this resolution. The remaining balance of the monthly benefit allowance may be allocated by the employee to elect benefits available through the City’s Internal Revenue Code Section 125 Flexible Benefits Plan, in accordance with applicable plan documents. Any amount of the monthly benefit allowance that remains after the allocations described above shall be forfeited. Full-time employees shall be required to make elections for the annual calendar year use of the entirety of monthly benefit allowances during an enrollment/election period established by the City Manager, as may change from time to time. Modifications of annual calendar year elections following any enrollment/election period shall be limited to qualifying events as set forth in applicable plan documents.

F. Employee Assistance Program: The City shall contract for an employee assistance program; enrollment in the program shall be mandatory for all fulltime employees. The cost of enrollment in the employee assistance program shall be deducted from each full-time employee’s monthly benefit allowance.

G. Health Insurance: All employees shall be covered by basic health insurance that qualifies as Minimum Essential Coverage under California law. The City shall contract for health insurance through CalPERS; enrollment in a CalPERS health plan shall be mandatory for all full-time employees unless proof of coverage under a qualifying, alternate non-individual market basic health insurance plan is provided. The cost of enrollment in a CalPERS health plan shall be deducted first from each full-time employee’s monthly benefit allowance and then from salary (if necessary).

H. Flexible Benefits Plan: The City shall contract for the provision of an Internal Revenue Code Section 125 Flexible Benefits Plan; enrollment in the plan shall ITEM 8.1 – Attachment A
R 22-XX 4 XX-XX-2022
be voluntary for all full-time employees. Full-time employees may contribute to the plan by electing to allocate a portion of their monthly benefit allowance and/or through a salary reduction at their sole expense.

I. Deferred Compensation Plan: The City shall contract for the provision of an Internal Revenue Code Section 457 Deferred Compensation Plan; enrollment in the plan shall be voluntary for all full-time employees. Full-time employees may contribute to the plan through a salary reduction at their sole expense.

J. Paid Time Off: Full-time employees shall accrue 160 hours per year of annual paid time off (leave), which may be used for doctors’ appointments, personal and family sick time, bereavement leave, jury duty leave, vacation, and personal business. Hours earned are accrued on a pro-rata basis by pay period.

Full-time employees may maintain a balance of no more than 480 hours of paid time off (Leave Accrual Limit) and shall cease to accrue additional paid time off when the Leave Accrual Limit has been reached. When a full-time employee’s balance of paid time off falls below the Leave Accrual Limit, accrual shall resume beginning with the first pay period following the pay period in which the balance of paid time off fell below the Leave Accrual Limit. Upon separation from the City, full-time employees shall be compensated for the balance of their accrued paid time off.

SECTION 4. All employees who are not full-time employees, but who work 20 or more hours per week on a regularly assigned basis, shall be considered “parttime employees” for the purpose of this resolution. Part-time employees shall receive the following benefits:

A. Paid and Unpaid Holidays: The City shall observe the following holidays with part-time employees receiving eight hours of compensation for each weekday on which a holiday is observed: New Year’s Day, Martin Luther King Jr. Day, Presidents’ Day, Memorial Day, Independence Day, Labor Day, Veterans Day, Thanksgiving, and Friday after Thanksgiving. The City shall also observe the following unpaid holidays: Winter Holiday (December 24 through January 1; when January 1 falls on a Thursday, Winter Holiday shall be observed through January 2). Except for Winter Holiday, which is observed on specified dates, when a holiday falls on a Saturday, it shall be observed on the prior Friday; when a holiday falls on a Sunday, it shall be observed on the following Monday.

ITEM 8.1 – Attachment A
R 22-XX 5 XX-XX-2022
B. Floating Holidays: The City shall provide each part-time employee with two floating holidays per calendar year, equivalent to 16 hours of pay credited the first pay period of each calendar year. Floating holidays are not accrued on a pro-rata basis throughout the calendar year. Part-time employees must be in paid status on regularly scheduled workdays before and after using floating holiday time. Floating holiday time shall be used in increments of eight hours and only between December 24 and 31.

Part-time employees may maintain a balance of no more than 16 hours of unused floating holiday time (Floating Holiday Accrual Limit) and shall not accrue additional floating holiday time when the Floating Holiday Accrual Limit has been reached. Upon separation from the City, part-time employees shall be compensated for the balance of their accrued floating holiday time.

C. Retirement: All City employees, including part-time employees, are required to participate in the Social Security system. Part-time employees who work 1,000 hours or more in a fiscal year, shall be eligible for membership in CalPERS for retirement benefits. Eligible part-time employees considered “classic” by CalPERS shall pay the 7% employee contribution pursuant to the terms of Resolution No. 12-18. Eligible part-time employees considered “new members” by CalPERS shall pay the employee contribution rate established by CalPERS, as may change from time to time.

D. Retiree Medical: As required by, and in an amount established by California Government Code Section 22892, the City shall contribute toward CalPERS retiree health insurance for retiring full-time employees who have worked for the City for a minimum of 10 years. Part-time service for employees who transition from part-time to full-time employment with the City may be used to meet the 10-year requirement, with each 174 hours counting as one month.

E. Monthly Benefit Allowance: The City shall provide part-time employees with a monthly benefit allowance of $800 per month. A portion of the allowance shall be allocated to pay for the employee assistance program and health insurance, as provided in this resolution. The remaining balance of the monthly benefit allowance may be allocated by the employee to elect benefits available through the City’s Internal Revenue Code Section 125 Flexible Benefits Plan, in accordance with applicable plan documents. Any amount of the monthly benefit allowance that remains after the allocations described above shall be forfeited. Part-time employees who are provided a monthly benefit allowance shall be required to make elections for the annual calendar ITEM 8.1 – Attachment A
R 22-XX 6 XX-XX-2022
year use of the entirety of monthly benefit allowances during an enrollment/election period established by the City Manager, as may change from time to time. Modifications of annual calendar year elections following any enrollment/election period shall be limited to qualifying events as set forth in applicable plan documents.

F. Employee Assistance Program: The City shall contract for an employee assistance program; enrollment in the program shall be mandatory for all parttime employees. The cost of enrollment in the employee assistance program shall be deducted from each part-time employee’s salary or monthly benefit allowance, if provided.

G. Health Insurance: All employees shall be covered by basic health insurance that qualifies as Minimum Essential Coverage under California law. The City shall contract for health insurance through CalPERS; enrollment in a CalPERS health plan shall be mandatory for all part-time employees unless proof of coverage under a qualifying, alternate non-individual market basic health insurance plan is provided. The cost of enrollment in a CalPERS health plan shall be deducted first from each part-time employee’s monthly benefit allowance and then from salary (if necessary).

H. Flexible Benefits Plan: The City shall contract for the provision of an Internal Revenue Code Section 125 Flexible Benefits Plan; enrollment in the plan shall be voluntary for all part-time employees. Part-time employees may contribute to the plan through a salary reduction at their sole expense and/or by electing to allocate a portion of their monthly benefit allowance, if provided.

I. Deferred Compensation Plan: The City shall contract for the provision of an Internal Revenue Code Section 457 Deferred Compensation Plan; enrollment in the plan shall be voluntary for all part-time employees. Part-time employees may contribute to the plan through a salary reduction at their sole expense.

J. Paid Time Off: Part-time employees shall accrue 160 hours per year of annual paid time off (leave), which shall be pro-rated based on the number of hours regularly worked less than 40 hours per week. Paid time off may be used for doctors’ appointments, personal and family sick time, bereavement leave, jury duty leave, vacation, and personal business. Paid time off may also be used up to the number of hours regularly worked during unpaid holidays that fall on weekdays (less any floating holiday time used). Hours earned are accrued on a pro-rata basis by pay period.

ITEM 8.1 – Attachment A
R 22-XX 7 XX-XX-2022
Part-time employees may maintain a balance of no more than 300 hours of paid time off (Leave Accrual Limit) and shall cease to accrue additional paid time off when the Leave Accrual Limit has been reached. When a part-time employee’s balance of paid time off falls below the Leave Accrual Limit, accrual shall resume beginning with the first pay period following the pay period in which the balance of paid time off fell below the Leave Accrual Limit. Upon separation from the City, part-time employees shall be compensated for the balance of their accrued paid time off.

SECTION 5. All employees who work less than 20 hours per week on a regularly assigned basis shall be considered “limited part-time employees” for the purpose of this resolution. Limited part-time employees shall receive the following benefits:

A. Retirement: All City employees, including part-time employees, are required to participate in the Social Security system.

B. Deferred Compensation Plan: The City shall contract for the provision of an Internal Revenue Code Section 457 Deferred Compensation Plan; enrollment in the plan shall be voluntary for all limited part-time employees. Limited part-time employees may contribute to the plan through a salary reduction at their sole expense.

C. Paid Time Off: After the first 30 calendar days of employment, and every January 1 thereafter, limited part-time employees shall accrue 24 hours of annual paid time off (leave), which may be used for personal illness, to care for a sick family member, for preventive care or diagnosis, care or treatment of an existing health condition, or for specified purposes if the limited parttime employee is a victim of domestic violence, sexual assault, or stalking.

Paid time off shall not be used within the first 90 calendar days of employment for new limited part-time employees. There is no accrual or carryover of paid time off between or across calendar years. Upon termination from the City, limited part-time employees shall not be compensated for the balance of their paid time off. If a limited part-time employee separates from and is rehired by the City within one year, previously accrued and unused paid time off shall be reinstated.

SECTION 6. The City Manager is authorized to offer technology allowances of up to $79.50 per employee per month to employees who are regularly required to use their personal cellular telephones, personal computers, and/or other personal ITEM 8.1 – Attachment A
R 22-XX 8 XX-XX-2022
technology to conduct City business, with the exception of the City Manager. Such technology allowances shall be added to employee compensation and shall be paid in the first pay period of each month, subject to any applicable wage withholding or similar taxes. Employees must be in paid status on regularly scheduled workdays during the first pay period of each month in order to receive payment.

SECTION 7. The Mayor shall sign this resolution and the City Clerk shall attest and certify to the passage and adoption thereof.

PASSED, APPROVED AND ADOPTED on this XX day of XX 2022. _______________________________
CAROL MOORE, Mayor
ATTEST:
________________________________
YOLIE TRIPPY, CMC, City Clerk

STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF LAGUNA WOODS )
I, YOLIE TRIPPY, City Clerk of the City of Laguna Woods, do HEREBY CERTIFY that the foregoing Resolution No. 22-XX was duly adopted by the City Council of the City of Laguna Woods at a regular meeting thereof, held on the XX day of XX 2022, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
_________________________________
YOLIE TRIPPY, CMC, City Clerk
ITEM 8.1 – Attachment B
R 22-XX 1 XX-XX-2022
RESOLUTION NO. 22-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA
WOODS, CALIFORNIA, REPEALING RESOLUTION NOS. 19-2621-19 AND 21-23, AND ESTABLISHING A COMPENSATION SCHEDULE

AND BENEFITS FOR CITY EMPLOYEES

THE CITY COUNCIL OF THE CITY OF LAGUNA WOODS, CALIFORNIA,

DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS
FOLLOWS:

SECTION 1. Effective July 1, 2021March 16, 2022, Resolution Nos. 19- 2621-19 and 21-23 is are hereby repealed and replaced by this resolution.

SECTION 2. The compensation schedule for City employees is established as follows:

Exempt Full-Time Employees (Annual Equivalent)
City Manager $192,525.94
Administrative Services Director/
City Treasurer $113,201115,919 –
$158,481162,286
City Clerk $72,750 – $101,850
Senior Management Analyst $72,75077,951 –
$101,850109,132
Management Analyst $65,77468,003 –
$92,08395,204
Deputy City Clerk $59,746 – $83,644
Non-Exempt Full-Time Employees (Hourly Rate)
Senior Accountant $35.50 – $49.70
Accountant $29.85 – $41.79
Administrative Coordinator $22.40 – $31.36
Accounting Clerk $18.93 – $26.50
ITEM 8.1 – Attachment B
R 22-XX 2 XX-XX-2022
Non-Exempt Part-Time/Limited Part-Time Employees (Hourly Rate) Customer Service Representative $15.00 – $18.00
The City Manager is authorized to hire, promote, and compensate employees within established compensation ranges, to offer benefits, and to fill any full-time position as a part-time or limited part-time position, and to hire employees for time-limited periods, consistent with City Council-adopted budgets and this resolution.

SECTION 3. All employees who work 40 or more hours per week on a regularly assigned basis shall be considered “full-time employees” for the purpose of this resolution. Full-time employees shall receive the following benefits:

A. Paid Holidays: The City shall observe the following holidays with full-time employees receiving eight hours of compensation for each weekday on which a holiday is observed: Martin Luther King Jr. Day, President’s’ Day, Memorial Day, Independence Day, Labor Day, Veteran’s Day, Thanksgiving, Friday after Thanksgiving, and Winter Holiday (December 24 through January 1; when January 1 falls on a Thursday, Winter Holiday shall be observed through January 2). Except for Winter Holiday, which is observed on specified dates, when a holiday falls on a Saturday, it shall be observed the on prior Friday; when a holiday falls on a Sunday, it shall be observed on the following Monday.

B. Floating Holidays: The City shall provide each full-time employee with two floating holidays per calendar year, equivalent to 16 hours of pay credited the first pay period of each calendar year. Floating holidays are not accrued on a pro-rata basis throughout the calendar year. Full-time employees must be in paid status on regularly scheduled workdays before and after using floating holiday time. Floating holiday time shall be used in increments of eight hours.

Full-time employees may maintain a balance of no more than 16 hours of unused floating holiday time (Floating Holiday Accrual Limit) and shall not accrue additional floating holiday time when the Floating Holiday Accrual Limit has been reached. Upon separation from the City, full-time employees shall be compensated for the balance of their accrued floating holiday time.

C. Retirement: All City employees, including full-time employees, are required to participate in the Social Security system. In addition, the City shall contract with the California Public Employees’ Retirement System (CalPERS) for ITEM 8.1 – Attachment B
R 22-XX 3 XX-XX-2022
retirement benefits for all eligible full-time employees. Full-time employees considered “classic” by CalPERS shall pay the 7% employee contribution pursuant to the terms of Resolution No. 12-18. Full-time employees considered “new members” by CalPERS shall pay the employee contribution rate established by CalPERS, as may change from time to time.

D. Retiree Medical: As required by, and in an amount established by California Government Code Section 22892, the City shall contribute toward CalPERS retiree health insurance for retiring full-time employees who have worked for the City for a minimum of 10 years. Part-time service for employees who transition from part-time to full-time employment with the City may be used to meet the 10-year requirement, with each 174 hours counting as one month.

E. Monthly Benefit Allowance: The City shall provide each full-time employee with a monthly benefit allowance of $1,000 per month. A portion of the allowance shall be allocated to pay for the employee assistance program and health insurance, as provided in this resolution. The remaining balance of the monthly benefit allowance may be allocated by the employee to elect benefits available through the City’s Internal Revenue Code Section 125 Flexible Benefits Plan, in accordance with applicable plan documents. Any amount of the monthly benefit allowance that remains after the allocations described above shall be forfeited. Full-time employees shall be required to make elections for the annual calendar year use of the entirety of monthly benefit allowances during an enrollment/election period established by the City Manager, as may change from time to time. Modifications of annual calendar year elections following any enrollment/election period shall be limited to qualifying events as set forth in applicable plan documents.

F. Employee Assistance Program: The City shall contract for an employee assistance program; enrollment in the program shall be mandatory for all fulltime employees. The cost of enrollment in the employee assistance program shall be deducted from each full-time employee’s monthly benefit allowance.

G. Health Insurance: All employees shall be covered by basic health insurance that qualifies as Minimum Essential Coverage under California law. The City shall contract for health insurance through CalPERS; enrollment in a CalPERS health plan shall be mandatory for all full-time employees unless proof of coverage under a qualifying, alternate non-individual market basic health insurance plan is provided. The cost of enrollment in a CalPERS health plan shall be deducted first from each full-time employee’s monthly benefit ITEM 8.1 – Attachment B
R 22-XX 4 XX-XX-2022
allowance and then from salary (if necessary).

H. Flexible Benefits Plan: The City shall contract for the provision of an Internal Revenue Code Section 125 Flexible Benefits Plan; enrollment in the plan shall be voluntary for all full-time employees. Full-time employees may contribute to the plan by electing to allocate a portion of their monthly benefit allowance and/or through a salary reduction at their sole expense.

I. Deferred Compensation Plan: The City shall contract for the provision of an Internal Revenue Code Section 457 Deferred Compensation Plan; enrollment in the plan shall be voluntary for all full-time employees. Full-time employees may contribute to the plan through a salary reduction at their sole expense.

J. Paid Time Off: Full-time employees shall accrue 160 hours per year of annual paid time off (leave), which may be used for doctors’ appointments, personal and family sick time, bereavement leave, jury duty leave, vacation, and personal business. Hours earned are accrued on a pro-rata basis by pay period.

Full-time employees may maintain a balance of no more than 480 hours of paid time off (Leave Accrual Limit) and shall cease to accrue additional paid time off when the Leave Accrual Limit has been reached. When a full-time employee’s balance of paid time off falls below the Leave Accrual Limit, accrual shall resume beginning with the first pay period following the pay period in which the balance of paid time off fell below the Leave Accrual Limit. Upon separation from the City, full-time employees shall be compensated for the balance of their accrued paid time off.

SECTION 4. All employees who are not full-time employees, but who work 20 or more hours per week on a regularly assigned basis, shall be considered “parttime employees” for the purpose of this resolution. Part-time employees shall receive the following benefits:

A. Paid and Unpaid Holidays: The City shall observe the following holidays with part-time employees receiving eight hours of compensation for each weekday on which a holiday is observed: New Year’s Day, Martin Luther King’s Birthday Jr. Day, President’s’ Day, Memorial Day, Independence Day, Labor Day, Veteran’s Day, Thanksgiving, and Friday after Thanksgiving. The City shall also observe the following unpaid holidays: Winter Holiday (December 24 through January 1; when January 1 falls on a Thursday, Winter Holiday shall be observed through January 2). Except for Winter Holiday, which is ITEM 8.1 – Attachment B
R 22-XX 5 XX-XX-2022
observed on specified dates, when a holiday falls on a Saturday, it shall be observed on the prior Friday; when a holiday falls on a Sunday, it shall be observed on the following Monday.

B. Floating Holidays: The City shall provide each part-time employee with two floating holidays per calendar year, equivalent to 16 hours of pay credited the first pay period of each calendar year. Floating holidays are not accrued on a pro-rata basis throughout the calendar year. Part-time employees must be in paid status on regularly scheduled workdays before and after using floating holiday time. Floating holiday time shall be used in increments of eight hours and only between December 24 and 31.

Part-time employees may maintain a balance of no more than 16 hours of unused floating holiday time (Floating Holiday Accrual Limit) and shall not accrue additional floating holiday time when the Floating Holiday Accrual Limit has been reached. Upon separation from the City, part-time employees shall be compensated for the balance of their accrued floating holiday time.

C. Retirement: All City employees, including part-time employees, are required to participate in the Social Security system. Part-time employees who work 1,000 hours or more in a fiscal year, shall be eligible for membership in CalPERS for retirement benefits. Eligible part-time employees considered “classic” by CalPERS shall pay the 7% employee contribution pursuant to the terms of Resolution No. 12-18. Eligible part-time employees considered “new members” by CalPERS shall pay the employee contribution rate established by CalPERS, as may change from time to time.

D. Retiree Medical: As required by, and in an amount established by California Government Code Section 22892, the City shall contribute toward CalPERS retiree health insurance for retiring full-time employees who have worked for the City for a minimum of 10 years. Part-time service for employees who transition from part-time to full-time employment with the City may be used to meet the 10-year requirement, with each 174 hours counting as one month.

E. Monthly Benefit Allowance: The City may shall provide certain part-time employees with a monthly benefit allowance of up to $800 per month. If provided, aA portion of the allowance shall be allocated to pay for the employee assistance program and health insurance, as provided in this resolution. The remaining balance of the monthly benefit allowance may be allocated by the employee to elect benefits available through the City’s ITEM 8.1 – Attachment B
R 22-XX 6 XX-XX-2022
Internal Revenue Code Section 125 Flexible Benefits Plan, in accordance with applicable plan documents. Any amount of the monthly benefit allowance that remains after the allocations described above shall be forfeited. Part-time employees who are provided a monthly benefit allowance shall be required to make elections for the annual calendar year use of the entirety of monthly benefit allowances during an enrollment/election period established by the City Manager, as may change from time to time. Modifications of annual calendar year elections following any enrollment/election period shall be limited to qualifying events as set forth in applicable plan documents.

F. Employee Assistance Program: The City shall contract for an employee assistance program; enrollment in the program shall be mandatory for all parttime employees. The cost of enrollment in the employee assistance program shall be deducted from each part-time employee’s salary or monthly benefit allowance, if provided.

G. Health Insurance: All employees shall be covered by basic health insurance that qualifies as Minimum Essential Coverage under California law. The City shall contract for health insurance through CalPERS; enrollment in a CalPERS health plan shall be mandatory for all part-time employees unless proof of coverage under a qualifying, alternate non-individual market basic health insurance plan is provided. The cost of enrollment in a CalPERS health plan shall be deducted first from each part-time employee’s salary or monthly benefit allowance, if provided and then from salary (if necessary).

H. Flexible Benefits Plan: The City shall contract for the provision of an Internal Revenue Code Section 125 Flexible Benefits Plan; enrollment in the plan shall be voluntary for all part-time employees. Part-time employees may contribute to the plan through a salary reduction at their sole expense and/or by electing to allocate a portion of their monthly benefit allowance, if provided.

I. Deferred Compensation Plan: The City shall contract for the provision of an Internal Revenue Code Section 457 Deferred Compensation Plan; enrollment in the plan shall be voluntary for all part-time employees. Part-time employees may contribute to the plan through a salary reduction at their sole expense.

J. Paid Time Off: Part-time employees shall accrue 160 hours per year of annual paid time off (leave), which shall be pro-rated based on the number of hours regularly worked less than 40 hours per week. Paid time off may be used for doctors’ appointments, personal and family sick time, bereavement leave, jury ITEM 8.1 – Attachment B
R 22-XX 7 XX-XX-2022
duty leave, vacation, and personal business. Paid time off may also be used up to the number of hours regularly worked during unpaid holidays that fall on weekdays (less any floating holiday time used). Hours earned are accrued on a pro-rata basis by pay period.

Part-time employees may maintain a balance of no more than 300 hours of paid time off (Leave Accrual Limit) and shall cease to accrue additional paid time off when the Leave Accrual Limit has been reached. When a part-time employee’s balance of paid time off falls below the Leave Accrual Limit, accrual shall resume beginning with the first pay period following the pay period in which the balance of paid time off fell below the Leave Accrual Limit. Upon separation from the City, part-time employees shall be compensated for the balance of their accrued paid time off.

SECTION 5. All employees who are not full-time employees and who work less than 20 hours per week on a regularly assigned basis shall be considered “limited part-time employees” for the purpose of this resolution. Limited part-time employees shall receive the following benefits:

A. Retirement: All City employees, including part-time employees, are required to participate in the Social Security system.

B. Deferred Compensation Plan: The City shall contract for the provision of an Internal Revenue Code Section 457 Deferred Compensation Plan; enrollment in the plan shall be voluntary for all limited part-time employees. Limited part-time employees may contribute to the plan through a salary reduction at their sole expense.

C. Paid Time Off: After the first 30 calendar days of employment, and every January 1 thereafter, limited part-time employees shall accrue 24 hours of annual paid time off (leave), which may be used for personal illness, to care for a sick family member, for preventive care or diagnosis, care or treatment of an existing health condition, or for specified purposes if the limited parttime employee is a victim of domestic violence, sexual assault, or stalking.

Paid time off shall not be used within the first 90 calendar days of employment for new limited part-time employees. There is no accrual or carryover of paid time off between or across calendar years. Upon termination from the City, limited part-time employees shall not be compensated for the balance of their paid time off. If a limited part-time employee separates from and is rehired by the City within one year, previously accrued and unused paid time off shall be ITEM 8.1 – Attachment B
R 22-XX 8 XX-XX-2022
reinstated.

SECTION 6. The City Manager is authorized to offer technology allowances of up to $79.50 per employee per month to employees who are regularly required to use their personal cellular telephones, personal computers, and/or other personal technology to conduct City business, with the exception of the City Manager. Such technology allowances shall be added to employee compensation and shall be paid in the first pay period of each month, subject to any applicable wage withholding or similar taxes. Employees must be in paid status on regularly scheduled workdays during the first pay period of each month in order to receive payment.

SECTION 7. The Mayor shall sign this resolution and the City Clerk shall attest and certify to the passage and adoption thereof.

PASSED, APPROVED AND ADOPTED on this XX day of XX 2022. _______________________________
CAROL MOORE, Mayor
ATTEST:
________________________________
YOLIE TRIPPY, CMC, City Clerk

STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF LAGUNA WOODS )
I, YOLIE TRIPPY, City Clerk of the City of Laguna Woods, do HEREBY CERTIFY that the foregoing Resolution No. 22-XX was duly adopted by the City Council of the City of Laguna Woods at a regular meeting thereof, held on the XX day of XX 2022, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ITEM 8.1 – Attachment B
R 22-XX 9 XX-XX-2022
_________________________________
YOLIE TRIPPY, CMC, City Clerk
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ITEM 8.1 – Attachment C
R 22-XX 1 XX-XX-2022
RESOLUTION NO. 22-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, AMENDING THE AUTHORIZED CITY
EMPLOYEE POSITIONS FOR FISCAL YEAR 2021-22 COMMENCING
JULY 1, 2021 AND ENDING JUNE 30, 2022, AND FISCAL YEAR 2022- 23 COMMENCING JULY 1, 2022 AND ENDING JUNE 30, 2023
WHEREAS, the Fiscal Years 2021-23 Budget (“Budget”) was adopted by the City Council on June 23, 2021; and
WHEREAS, as a part of the Budget adoption, the City Council authorized City employee positions for each of the applicable fiscal years; and WHEREAS, staff has recommended that the authorized City personnel positions for fiscal years 2021-22 and 2022-23 be amended to add one additional, full-time Management Analyst or Senior Management Analyst.

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

WOODS, DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. Section 4 of Resolution No. 21-20 is hereby amended, in its entirety, to read as follows:

The authorized City personnel positions for fiscal years 2021-22 and 2022-23 are:

Full-time
(1) ACCOUNTANT or SENIOR ACCOUNTANT
(1) ACCOUNTING CLERK
(1) ADMINISTRATIVE COORDINATOR
(1) ADMINISTRATIVE SERVICES DIRECTOR/CITY TREASURER
(1) CITY MANAGER
(1) DEPUTY CITY CLERK or CITY CLERK
(4) MANAGEMENT ANALYST or SENIOR MANAGEMENT ANALYST
TOTAL FULL-TIME: 10 FULL-TIME EQUIVALENTS
SECTION 2. The Mayor shall sign this resolution and the City Clerk shall attest and certify to the passage and adoption thereof.

ITEM 8.1 – Attachment C
R 22-XX 2 XX-XX-2022
PASSED, APPROVED AND ADOPTED on this XX day of XX 2022. _______________________________
CAROL MOORE, Mayor
ATTEST:
________________________________
YOLIE TRIPPY, CMC, City Clerk

STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF LAGUNA WOODS )
I, YOLIE TRIPPY, City Clerk of the City of Laguna Woods, do HEREBY CERTIFY that the foregoing Resolution No. 22-XX was duly adopted by the City Council of the City of Laguna Woods at a regular meeting thereof, held on the XX day of XX 2022, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
_________________________________
YOLIE TRIPPY, CMC, City Clerk

8.2 CITY HALL/PUBLIC LIBRARY PROJECT
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ITEM 8.2
Proposed Outdoor Patio Design Modifications
Green = Landscape planters to remain, Red = Landscape planters to remove

EXISTING CITY HALL
 EL TORO ROAD
NEW

LIBRARY
NEW

OUTDOOR

ACTIVITY
ROOM
Main
Entrance
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8.3 CITY COUNCIL MEETING SCHEDULE
(NO REPORT)
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8.4 COMPENSATION EQUITY GUIDELINES FOR

PUBLIC EMPLOYEES IN ORANGE COUNTY
(AGENDIZED BY MAYOR MOORE)
(NO REPORT)
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