Laguna Woods City Council
March 19, 2025

CITY of LAGUNA WOODS

CITY COUNCIL
AGENDA
Regular Meeting
Wednesday, March 19, 2025
2:00 p.m.

Laguna Woods City Hall
24264 El Toro Road
Laguna Woods, California 92637
Annie McCary
Mayor Pro Tem
Cynthia Conners
Councilmember
Shari L. Horne
Mayor
Pearl Lee
Councilmember
Carol Moore
Councilmember
Welcome to a meeting of the Laguna Woods City Council!
This meeting may be recorded, televised, and made publicly available.

Public Comments/Testimony: The City accepts public comments/testimony in-person and in writing. For more information, please refer to page three of this agenda.

Americans with Disabilities Act (ADA): It is the intention of the City to comply with the ADA. If you need assistance to participate in this meeting, please contact either the City Clerk’s Office at (949) 639-0500/TTY (949) 639-0535 or the California Relay Service at (800) 735-2929/TTY (800) 735-2922. The City requests at least two business days’ notice in order to effectively facilitate the provision of reasonable accommodations.

REGULAR MEETING SCHEDULE
The Laguna Woods City Council meets regularly on the third Wednesday of each month at 2 p.m.

AGENDA POSTING AND AVAILABILITY
Regular and Adjourned Regular Meetings: Pursuant to California Government Code Section 54954.2 of the Ralph M. Brown Act, the City of Laguna Woods posts agendas at Laguna Woods City Hall, 24264 El Toro Road, Laguna Woods, California 92637; on the City’s website (www.cityoflagunawoods.org); and, at other locations designated by Resolution No. 24-08, at least 72 hours in advance of regular and adjourned regular meetings. Agendas and agenda materials are available at Laguna Woods City Hall during normal business hours and on the City’s website. Printed copies of agendas and agenda materials are provided at no charge in advance of meetings. After meetings have occurred, a per page fee is charged for printed copies.

Special and Emergency Meetings: Agenda posting and availability for special and emergency meetings is conducted pursuant to all applicable provisions of California Government Code (Ralph M. Brown Act).

AGENDA DISTRIBUTION LISTS
Electronic Distribution: The City of Laguna Woods provides notification of agenda posting and availability via email. To sign up for email notifications, please visit www.cityoflagunawoods.org/email-notifications, email [email protected], or contact the City Clerk’s Office at (949) 639-0500/TTY (949) 639-0535. Please note that the City is not responsible for, and makes no guaranties or warranties related to, the transmission or receipt of email notifications.

Mail Distribution: The City of Laguna Woods is able to mail agendas and/or agenda materials if provided with advance payment for postage and printing (if applicable). To request mail distribution, please email [email protected] or contact the City Clerk’s Office at (949) 639-0500/TTY (949) 639-0535.

FOR ADDITIONAL INFORMATION
For additional information, please contact the City Clerk’s Office at (949) 639-0500/TTY (949) 639-0535, [email protected], or 24264 El Toro Road, Laguna Woods, California 92637.

AFFIDAVIT OF POSTING

STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.

CITY OF LAGUNA WOODS )
I, Yolie Trippy, City Clerk, City of Laguna Woods, hereby certify under penalty of perjury that this agenda was posted at Laguna Woods City Hall, 24264 El Toro Road, Laguna Woods, California 92637; on the City’s website (www.cityoflagunawoods.org); and, at other locations designated by Resolution No. 24-08, pursuant to California Government Code Section 54954.2 of the Ralph M. Brown Act. /s/ Yolie Trippy 3/14/25
YOLIE TRIPPY, CMC, City Clerk Date
Laguna Woods City Council Agenda  03/19/2025 Regular Page 3 of 11

OPTIONS FOR PUBLIC COMMENTS/TESTIMONY

1. In Person
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 by submitting a speaker card to City staff or proceeding to the podium, one-by-one, at the time an item is considered.

Members of the public wishing to address the City Council on items not appearing on this agenda may do so during Item V.

Each speaker will have the opportunity to speak for up to three minutes once per agenda item, unless otherwise allowed by the City Council.

Speakers are requested, but not required, to identify themselves, either on speaker cards or in comments/testimony. Speakers are advised that their names and any information submitted on speaker cards or otherwise provided in writing to the City may be disclosed or become a matter of public record. No speaker should expect privacy of such information.

2. In Writing
Written public comments/testimony may be delivered to Laguna Woods City Hall (24264 El Toro Road, Laguna Woods, CA 92637) or sent via email ([email protected]) provided that they are received by the City prior to 2:00 p.m. on the day of this meeting.

Written public comments/testimony will be provided to the City Council and included in the City Clerk’s written record of this meeting.

Parties submitting written public comments/testimony are requested, but not required, to identify themselves. Parties are advised that their names, email addresses, and any information submitted in writing to the City may be disclosed or become a matter of public record. No party should expect privacy of such information.

REMOTE VIEWING AND/OR LISTENING

1. Zoom (on a computer)
The City plans to live stream this meeting on Zoom (audio and/or video). Please note that public comments/testimony will not be accepted via Zoom. • Visit www.zoom.us
• Click on “Join”
• Enter the following meeting ID: 841 8773 3824
• Open the Zoom application following the on-screen prompts • Enter the following meeting password: 691579
• Enter a name and email address as required by Zoom
Please note that information you enter into Zoom may be publicly visible and/or visible to other persons. No party should expect privacy of such information.

2. Zoom (on a telephone)
The City plans to live stream this meeting on Zoom (audio and/or video). Please note that public comments/testimony will not be accepted via Zoom. • Call (669) 444-9171 or (253) 215-8782
• Follow the prompts and provide the information required by Zoom • When prompted for a webinar ID enter: 841 8773 3824
• When prompted for a passcode enter: 691579
Please note that your telephone number and information you enter into Zoom may be publicly visible and/or visible to other persons. No party should expect privacy of such information.

3. YouTube
The City plans to live stream this meeting on YouTube (audio and/or video). Please note that public comments/testimony will not be accepted via YouTube. • Visit www.youtube.com/@cityoflagunawoods
• Click on the “Live” button
• Click on the “Laguna Woods Channel 3” button
Please note that information you enter into YouTube may be publicly visible and/or visible to other persons. No party should expect privacy of such information.

4. Cable Television
The City plans to broadcast this meeting on cable television Channel 3 within Laguna Woods Village (audio and/or video). Please note that public comments/testimony will not be accepted via cable television Channel 3.

I. CALL TO ORDER
Introductory Notes:

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 by submitting a speaker card to City staff or proceeding to the podium, one-by-one, at the time an item is considered.

Members of the public wishing to address the City Council on items not appearing on this agenda may do so during Item V.

Each speaker will have the opportunity to speak for up to three minutes once per agenda item, unless otherwise allowed by the City Council.

Speakers are requested, but not required, to identify themselves, both on any Laguna Woods City Council Agenda  03/19/2025 Regular Page 5 of 11 applicable speaker cards and in comments/testimony. Speakers are advised that their names and any information submitted on speaker cards or otherwise provided in writing to the City may be disclosed or become a matter of public record. No speaker should expect privacy of such information.

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

4.1 American Red Cross Month – March 2025
Recommendation: Approve and present a proclamation.

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. Pursuant to state law, the City Council is unable to take action on such items, but may ask clarifying questions of the speaker, engage in brief discussion, refer items to City staff, and/or schedule items for consideration at future meetings.

VI. CITY TREASURER’S REPORT

6.1 City Treasurer’s Report
Recommendation: Receive and file the City Treasurer’s Report for the month of February 2025.

VII. 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 or City staff requests that specific items be removed from the Consent Calendar for separate discussion and consideration of action. Members of the public may address the City Council on items appearing on the Consent Calendar regardless of whether an item is removed for separate discussion and consideration of action.

7.1 City Council Minutes

Recommendation: Approve the City Council meeting minutes for the regular meeting on February 19, 2025.

7.2 Payment Register
Recommendation: Approve the payment register dated March 19, 2025 in the amount of $949,313.54.

7.3 Fiscal Years 2023-25 Budget Adjustments
Recommendation: Adopt a resolution titled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF LAGUNA WOODS, CALIFORNIA, AMENDING AND
ADOPTING THE FISCAL YEARS 2023-25 BUDGET AND
WORK PLAN FOR FISCAL YEAR 2023-24 COMMENCING
JULY 1, 2023 AND ENDING JUNE 30, 2024, AND FISCAL
YEAR 2024-25 COMMENCING JULY 1, 2024 AND
ENDING JUNE 30, 2025, INCREASING GENERAL FUND

AND SENIOR MOBILITY FUND APPROPRIATIONS FOR

THE SENIOR MOBILITY PROGRAM

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

7.5 General Plan Annual Report
Recommendation:

1. Receive and file the General Plan Annual Report prepared to satisfy the requirements of California Government Code
Section 65400(a)(2) for the 2024 calendar year.

AND
Laguna Woods City Council Agenda  03/19/2025 Regular Page 7 of 11

2. Direct the City Manager to file the General Plan Annual Report for the 2024 calendar year with the Governor’s Office of Land Use and Climate Innovation (formerly the Governor’s Office of Planning and Research) and California Department of Housing and Community Development no later than April 1, 2025.

7.6 Ridge Route Drive Drainage Repair Project
Recommendation:

1. Approve the final record plans and specifications reflecting completion of the “Ridge Route Drive Drainage Repair Project” as prepared by the project engineer.

AND

2. Accept project completion of the contract agreement with Palp, Inc. DBA Excel Paving Company for the construction of the “Ridge Route Drive Drainage Repair Project” and authorize the City Manager to execute and record, or cause to be executed and recorded, a notice of completion with the County of Orange.

AND

3. Authorize the City Manager to release the contract retention payment withheld per state law, and exonerate project posted bonds, for the “Ridge Route Drive Drainage Repair Project,” 35 days following recordation of the notice of completion with the County of Orange, to the extent allowed by state law.

VIII. PUBLIC HEARINGS

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

1. Receive staff report.

AND

2. Open public hearing.

AND

3. Receive public testimony.

AND

4. Close public hearing.

AND

5. Adopt a resolution titled:

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; AND DETERMINING

AND CERTIFYING THAT THIS ACTION IS NOT SUBJECT

TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT
PURSUANT TO TITLE 14 OF THE CALIFORNIA CODE OF

REGULATIONS

8.2 Animal Registration
Recommendation:

1. Receive staff report.

AND

2. Open public hearing.

AND

3. Receive public testimony.

AND
Laguna Woods City Council Agenda  03/19/2025 Regular Page 9 of 11

4. Close public hearing.

AND

5. Approve the introduction and first reading of an ordinance – read by title with further reading waived – titled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY

OF LAGUNA WOODS, CALIFORNIA, AMENDING
SECTION 5.02.010 AND CHAPTER 5.04 OF THE LAGUNA

WOODS MUNICIPAL CODE PERTAINING TO ANIMAL

REGISTRATION, AND DETERMINING AND

CERTIFYING THAT THE ORDINANCE IS EXEMPT FROM

THE CALIFORNIA ENVIRONMENTAL QUALITY ACT
IX. CITY COUNCIL BUSINESS

9.1 Zoning Title of Laguna Woods Municipal Code
Recommendation: Approve second reading and adopt an ordinance – read by title with further reading waived – titled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY

OF LAGUNA WOODS, CALIFORNIA, AMENDING
SECTIONS 13.06.010, 13.10.020, 13.10.030, 13.12.020,

13.12.030, 13.13.020, 13.18.050, 13.18.070, AND 13.26.160 AND REPEALING SECTIONS 13.26.050 AND 13.26.100 OF
TITLE 13 (ZONING) OF THE LAGUNA WOODS

MUNICIPAL CODE PERTAINING TO DEFINITIONS,

PERMITTED AND PROHIBITED USES, DEVELOPMENT

STANDARDS, OFF-STREET PARKING REQUIREMENTS,

CANNABIS STOREFRONT RETAILERS, ANIMAL

HOSPITALS AND CLINICS, GUESTHOUSES AND

SECOND RESIDENTIAL UNITS, RESIDENTIAL

MULTIPLE FAMILY STANDARDS AND

REQUIREMENTS, AND OTHER ZONING-RELATED

MATTERS, AND DETERMINING AND CERTIFYING

THAT THE ORDINANCE IS EXEMPT FROM THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT

9.2 Fiscal Years 2025-27 Budget and Work Plan & Fiscal Years 2025- 36 Capital Improvement Program
Recommendation:

1. Provide direction to the City Manager on the development of the Fiscal Years 2025-27 Budget and Work Plan including, but not limited to, authorized employee positions and staffing plans.

AND

2. Provide direction to the City Manager on the development of the Fiscal Years 2025-36 Capital Improvement Program.

X. 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.

10.1 Coastal Greenbelt Authority
Mayor Pro Tem McCary, First Alternate: Councilmember Lee, Second Alternate: Councilmember Conners

10.2 Orange County Fire Authority
Mayor Horne

10.3 Orange County Library Advisory Board
Councilmember Moore; Alternate: Mayor Pro Tem McCary

10.4 Orange County Mosquito and Vector Control District Councilmember Lee

10.5 San Joaquin Hills Transportation Corridor Agency
Councilmember Conners; Alternate: Councilmember Lee

10.6 South Orange County Watershed Management Area
Councilmember Moore; Alternate: Mayor Pro Tem McCary
Laguna Woods City Council Agenda  03/19/2025 Regular Page 11 of 11

10.7 Liaisons to Laguna Woods Community Bridge Builders Mayor Horne and Mayor Pro Tem McCary

10.8 Other Comments and Reports
• League of California Cities (Cal Cities) Quarterly Orange County Division Meeting – March 13, 2025
(Mayor Pro Tem McCary and Councilmember Moore)
• Other Comments and Reports
XI. CLOSED SESSION
Closed Session Note: While members of the public are not permitted to attend closed session, prior to convening in closed session, the City Council will accept public comments on items appearing on the closed session agenda.

XII. CLOSED SESSION REPORT
XIII. ADJOURNMENT
Next Regular Meeting: Wednesday, April 16, 2025 at 2 p.m.

Laguna Woods City Hall
24264 El Toro Road, Laguna Woods, California 92637
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4.1 AMERICAN RED CROSS MONTH
– MARCH 2025
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ITEM 4.1
Proclamation
City of Laguna Woods
American Red Cross Month
March 2025
WHEREAS, caring for one another is at the heart of our community and exemplified by the residents of Laguna Woods whose simple acts of kindness through the American Red Cross provide help and hope in the most difficult moments; and
WHEREAS, the City of Laguna Woods supports continuing the lifesaving legacy of Clara Barton, who founded the American Red Cross more than 140 years ago to prevent and alleviate human suffering; and
WHEREAS, every day, ordinary individuals lend a helping hand to make an extraordinary difference for neighbors in need – whether it is providing emergency shelter, food and comfort for families displaced by fires and other disasters or donating lifesaving blood for cancer patients, for accident victims, for people with sickle cell disease, as well as other life-threatening conditions; and WHEREAS, the American Red Cross also supports military members and veterans along with their families and caregivers through the unique challenges of service; using vital skills such as first aid and CPR to help others survive medical emergencies; and
WHEREAS, the American Red Cross also delivers international humanitarian aid and helps reconnect loved ones separated by crises around the world; and WHEREAS, during March we celebrate the humanitarian spirit of the American Red Cross and reaffirm our commitment to help ensure no one faces a crisis alone.

NOW, THEREFORE, BE IT RESOLVED that the Laguna Woods City Council does hereby proclaim March 2025 as “American Red Cross Month” in the City of Laguna Woods and supports the humanitarian mission and accomplishments of the American Red Cross in our city as well as the nation and around the world.

Dated this 19th day of March, 2025
______________________________ _______________________________ Shari L. Horne Attest: Yolie Trippy, CMC
Mayor City Clerk
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6.1 CITY TREASURER’S REPORT
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Notes: The City of Laguna Woods uses a modified accrual basis of accounting, which generally means that revenues are recognized when a transaction occurs, and expenditures are recognized when obligations are created. As such, this monthly financial snapshot reflects only revenue known and expenditures paid for the month referenced as of the date prepared. In some cases, financial statements from financial dealers, depositories, and institutions may not have been received as of the date prepared and, therefore, some revenue and expenditures may not be reflected. Certificates of deposit may also have accrued interest that is not reflected because it is not yet vested. For more information on the specific information included in this monthly financial snapshot, please refer to the full City Treasurer’s Report.

Financial Assets IN THE BANK as of February 28, 2025

BY INVESTMENT TYPE
Cash and
Cash Equivalents
$
1,930,642

13.59% of portfolio
Pooled Money
Investment Accounts
$
6,363,911

44.81% of portfolio
This includes investments in state and county
(local) government investment pools.

Investments -
Earning
$
5,908,665

41.60% of portfolio
This includes certificates of deposit.

BY FUND
General Fund (Operating) $
7,265,147
General Fund (Reserves) $
3,753,700
The General Fund is the City of Laguna Woods’ primary operating fund and is used to account for the proceeds of revenue sources that are not legally restricted or committed to expenditures for specified purposes. Reserves for paid leave, self-insurance, and general contingencies are also included in the General Fund.

Special Revenue Funds $
3,184,371
These funds are used to account for the proceeds of revenue sources that are legally restricted or committed to expenditures for specified purposes.

Most of these funds are legally restricted for public street purposes.

Financial Assets HELD IN TRUST FUNDS as of February 28, 2025

C I T Y O F L A G U N A W O O D S
City Treasurer’s Report
Monthly Financial Snapshot
February 2025
(prepared 3/13/25)
California Employers’
Pension Prefunding Trust Fund
(CEPPT)
$
287,605
• New Contributions $
0 • Gain/(Loss) from
Month Prior
$
3,000
The CEPPT is used to prefund employee pension obligations.

California Employers’
Retiree Benefit Trust Fund
(CERBT)
• New Contributions
• Gain/(Loss) from
Month Prior
The CERBT is used to prefund statutorily required retiree medical benefits. $
147,377
$
0 $
2,525
Total (All Funds) $
14,203,218 Total (All Funds) $
14,203,218
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7.0 CONSENT CALENDAR SUMMARY
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ITEM 7.0
CC  03-19-2025 RM Consent Calendar Summary – AR Page 1 of 3 City of Laguna Woods
Agenda Report
TO: Honorable Mayor and City Councilmembers
FROM: Christopher Macon, City Manager
FOR: March 19, 2025 Regular Meeting
SUBJECT: Consent Calendar Summary
Recommendation
Approve all proposed actions on the March 19, 2025 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 19, 2025 Consent Calendar contains the following items:

7.1 Approval of the City Council meeting minutes for the regular meeting on February 19, 2025.

7.2 Approval of the payment register dated March 19, 2025 in the amount of $949,313.54. A list of payments is included in the agenda packet; detailed information about individual payments is available at or from City Hall.

7.3 Adoption of a resolution amending and adopting the Fiscal Years 2023-25 Budget and Work Plan for Fiscal Year 2023-24 commencing July 1, 2023 ITEM 7.0
Consent Calendar Summary – AR Page 2 of 3 CC  03-19-2025 RM and ending June 30, 2024, and Fiscal Year 2024-25 commencing July 1, 2024 and ending June 30, 2025, increasing General Fund and Senior Mobility Fund appropriations for the Senior Mobility Program. The proposed resolution would use General Fund monies to increase appropriations for the Senior Mobility Fund by $300,000 to meet demand and provide sufficient cash flow for the Senior Mobility Program’s direct costs through the end of the current fiscal year (current fiscal year appropriations were previously increased by $280,000). Staff is continuing to assess the Senior Mobility Program’s future financial needs and plans to make recommendations to the City Council at the regular meeting on April 16, 2025. While the City has been awarded a $325,000 grant from the Orange County Transportation Authority’s 2024 Enhanced Mobility for Seniors and Individuals with Disabilities Program to support the Senior Mobility Program, City staff does not anticipate that funding being available to spend until July 2025.

7.4 Approval of an agreement with West Coast Arborists, Inc. for tree pruning and removal services and authorization for the City Manager to execute the agreement, subject to approval as to form by the City Attorney. A Request for Proposals for tree pruning and removal services was released on February 6, 2024 with proposals due by February 28, 2025. Three proposals were received (Great Scott Tree Service, United Pacific Services, and West Coast Arborists). After reviewing all 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 present (the agreement will end on March 31, 2025). West Coast Arborists provides or has provided similar services for the cities of Anaheim, Fullerton, Huntington Beach, Laguna Hills, Mission Viejo, Santa Ana, and Tustin.

Table 1: Cost Proposals Received – Tree Pruning & Removal Services Proposer Tree Pruning Tree Removal Total
Great Scott Tree Service $72,362.00 $8,155.00 $80,517.00 United Pacific Services $82,368.00 $10,950.00 $93,318.00 West Coast Arborists $53,248.00 $6,705.00 $59,953.00

7.5 [1] Receive and file the General Plan Annual Report prepared to satisfy the requirements of California Government Code Section 65400(a)(2) for the 2024 calendar year.

ITEM 7.0
CC  03-19-2025 RM Consent Calendar Summary – AR Page 3 of 3 AND
[2] Direct the City Manager to file the General Plan Annual Report for the 2024 calendar year with the Governor’s Office of Land Use and Climate Innovation (formerly the Governor’s Office of Planning and Research) and California Department of Housing and Community Development no later than April 1, 2025.

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 Elementrelated attachments is available at or from City Hall.

7.6 [1] Approval of the final record plans and specifications reflecting completion of the “Ridge Route Drive Drainage Repair Project” as prepared by the project engineer (available at or from City Hall).

AND
[2] Acceptance of project completion of the contract agreement with Palp, Inc. DBA Excel Paving Company for the construction of the “Ridge Route Drive Drainage Repair Project” and authorization for the City Manager to execute and record, or cause to be executed and recorded, a notice of completion with the County of Orange.

AND
[3] Authorization for the City Manager to release the contract retention payment withheld per state law, and exonerate project posted bonds, for the “Ridge Route Drive Drainage Repair Project,” 35 days following recordation of the notice of completion with the County of Orange, to the extent allowed by state law.

The Ridge Route Drive Drainage Repair Project is included in the Fiscal Years 2023-34 Capital Improvement Program. The City Council awarded the construction contract agreement Palp, Inc. DBA Excel Paving Company on October 14, 2024. Construction is now complete.

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7.1 CITY COUNCIL MINUTES
For additional information on this item,
please refer to Item 7.0 (Consent Calendar Summary).

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ITEM 7.1
February 19, 2025 1 City Council Regular Meeting Minutes

CITY OF LAGUNA WOODS CALIFORNIA

CITY COUNCIL MINUTES

REGULAR MEETING
February 19, 2025
2:00 P.M.

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

I. CALL TO ORDER
Mayor Horne called the Regular Meeting of the City Council of the City of Laguna Woods to order at 2:04 p.m.

II. ROLL CALL
COUNCILMEMBER: PRESENT: Conners, Lee, Moore, McCary, Horne ABSENT: -
All councilmembers participated in-person at the meeting location.

STAFF PRESENT: City Manager Macon, City Attorney Patterson, Administrative Services Director/City Treasurer Torres, City Clerk Trippy All staff participated in-person at the meeting location.

III. PLEDGE OF ALLEGIANCE
Willie Phillips, resident, led the pledge of allegiance.

IV. PRESENTATIONS AND CEREMONIAL MATTERS

4.1 African American History Month – February 2025
City Clerk Trippy read the proclamation.

Councilmembers made comments.

Alan (no last name provided) made comments.

Vicki Johnson, resident, made comments.

The City Council took a brief recess at 2:14 p.m. and reconvened at 2:16 p.m.

4.2 OC Public Libraries, Laguna Woods Branch Report – Jolene Finn, Librarian II/Branch ITEM 7.1
February 19, 2025 2 City Council Regular Meeting Minutes Manager, OC Public Libraries
Jolene Finn, Librarian II/Branch Manager, OC Public Libraries, made a presentation and responded to questions from councilmembers.

Councilmembers made comments.

V. PUBLIC COMMENTS ON NON-AGENDA ITEMS
Vicki Johnson, resident, requested that councilmembers read and acknowledge emails sent to them, not endorse products or services using their elected title, ask the firefighters union not to send campaign flyers, be available to talk and meet with the public, and not allow organizations to smear residents.

VI. CITY TREASURER’S REPORT

6.1 City Treasurer Report
Administrative Services Director/City Treasurer Torres made a presentation.

Moved by Councilmember Moore, seconded by Councilmember Conners, and carried unanimously on a 5-0 vote, to receive and file the City Treasurer’s Report for the month of January 2025.

6.2 Quarterly Financial Report
Administrative Services Director Torres/City Treasurer made a presentation.

Councilmember Conners made comments.

Moved by Councilmember Conners, seconded by Mayor Pro Tem McCary, and carried unanimously on a 5-0 vote, to receive and file the Quarterly Financial Report for the second quarter of Fiscal Year 2024-25.

Councilmember Moore made comments.

VII. CONSENT CALENDAR
Moved by Councilmember Conners, seconded by Councilmember Moore, and carried unanimously on a 5-0 vote, to approve Consent Calendar items 7.1-7.7.

7.1 City Council Minutes
Approved the City Council meeting minutes for the regular meeting on January 15, 2025.

7.2 Payment Register
ITEM 7.1
February 19, 2025 3 City Council Regular Meeting Minutes Approved the payment register dated January 15, 2025, in the amount of $37,239.48 and the payment register dated February 19, 2025 in the amount of $965,788.70.

7.3 Fiscal Years 2023-25 Budget Adjustments
Adopted a resolution titled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, AMENDING AND ADOPTING THE FISCAL
YEARS 2023-25 BDUGET AND WORK PLAN FOR FISCAL YEAR
2023-24 COMMENCING JULY 1, 2023 AND ENDING JUNE 30, 2024, AND FISCAL YEAR 2024-25 COMMENCING JULY 1, 2024 AND
ENDING JUNE 30, 2025, INCREASING GENERAL FUND AND

CAPITAL PROJECTS FUND APPROPRIATIONS FOR THE
“AMERICANS WITH DISABILITIES ACT (ADA) PEDESTRIAN
ACCESSIBILITY IMPROVEMENT PROJECT: PHASE 8” AND THE
“WOODS END WILDERNESS PRESERVE TRAIL DRAINAGE AND
IMPORVEMENT PROJECT”

7.4 Financial Management Software

1. Waived the provisions set forth in Laguna Woods Municipal Code Section 3.06.080(c) related to competitive bidding for an agreement with Tyler Technologies, Inc. for Software as a Service (“SaaS”) pertaining to the use of ERP Pro and Tyler One software.

AND

2. Approved an agreement with Tyler Technologies, In. for SaaS pertaining to the use of ERP Pro and Tyler One software and authorized the Mayor the execute the agreement, subject to approval as to form by the City Attorney.

7.5 Americans with Disabilities Act (ADA) Pedestrian Accessibility Improvement Project:

Phase 8

1. Approved the final record plans and specifications reflecting completion of the “Americans with Disabilities Act (ADA) Pedestrian Accessibility Improvement Project: Phase 8” as prepared by the project engineer.

AND

2. Accepted project completion of the contract agreement with Carter Enterprises, Group, Inc. DBA Pavement Rehab Company for the construction of the “Americans with Disabilities Act (ADA) Pedestrian Accessibility Improvement Project: Phase 8” and authorized the City Manager to execute and record, or cause to be executed and recorded, a notice of completion with the County of Orange.

ITEM 7.1
February 19, 2025 4 City Council Regular Meeting Minutes AND

3. Authorized the City Manager to release the contract retention payment withheld per state law, and exonerated project posted bonds, for the “Americans with Disabilities Act (ADA) Pedestrian Accessibility Improvement Project: Phase 8,” 35 days following recordation of the notice of completion with the County of Orange, to the extent allowed by state law.

7.6 City Centre Park Enhancement Project

1. Approved the addition of the “City Centre Park Enhancement Project” to the Fiscal Years 2023-34 Capital Improvement Program.

AND

2. Adopted a resolution titled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, AMENDING AND ADOPTING THE FISCAL
YEARS 2023-25 BUDGET AND WORK PLAN FOR FISCAL YEAR
2023-24 COMMENING JULY 1, 2023 AND ENDING JUNE 30, 2024, AND FISCAL YEAR 2024-25 COMMENCING JULY 1, 2024 AND
ENDING JUNE 30, 2025, INCREASING GENERAL FUND AND
CAPITAL PROJECTS FUND APPROPRIATIONS FOR THE “CITY
CENTRE PARK ENHANCEMENT PROJECT”

7.7 City Hall Refurbishment and Safety Project: Phase 4

1. Adopted a resolution titled:

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, AMENDING AND ADOPTING THE FISCAL
YEARS 2023-25 BUDGET AND WORK PLAN FOR FISCAL YEAR
2023-24 COMMENCING JULY 1, 2023 AND ENDING JUNE 30, 2024, AND FISCAL YEAR 2024-25 COMMENCING JULY 1, 2024 AND
ENDING JUNE 30, 2025, INCREASING GENERAL FUND AND
CAPITAL PROJECTS FUND APPROPRIATIONS FOR THE “CITY
HALL REFURBISHMENT AND SAFETY PROJECT: PHASE 4”
AND

2. Approved the “City Hall Refurbishment and Safety Project: Phase 4 (Elevator)” specifications as prepared by the project engineer.

AND
ITEM 7.1
February 19, 2025 5 City Council Regular Meeting Minutes

3. Approved a notice of exemption for the “City Hall Refurbishment and Safety Project:

Phase 4 (Elevator)” finding that the project is categorically exempt from the California Environmental Quality Act (CEQA) and authorized the City Manager to cause the notice of exemption to be filed pursuant to applicable law.

AND

4. Awarded a contract agreement to Liftech Elevator Services, Inc. for the construction of the “City Hall Refurbishment and Safety Project: Phase 4 (Elevator)”, in the amount of $247,900, plus authorized change orders not to exceed 20% ($49,580) of the base amount; and authorized the City Manager to execute a contract agreement and approve change orders, subject to approval of the contract agreement as to form by the City Attorney.

VIII. PUBLIC HEARINGS

8.1 Conditional Use Permit CUP-1505, a request by Fred Monjazeb for approval of a conditional use permit to allow for (a) the redevelopment of an existing automobile service station, (b) alcoholic beverage sales, and (c) tobacco and cigarette sales, at the property located at 24362 El Toro Road, Laguna Woods, California 92637 City Manager Macon made a presentation.

Mayor Horne opened the public hearing.

With no requests to speak, the public hearing was closed.

Councilmembers made comments and staff responded to related questions.

Moved by Councilmember Conners, seconded by Mayor Pro Tem McCary, 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, APPROVING CONDITIONAL USE PERMIT
CUP-1505 TO ALLOW FOR THE REDEVELOPMENT OF AN

EXISTING AUTOMOBILE SERVICE STATION, ALCOHOLIC

BEVERAGE SALES, AND TOBACCO AND CIGARETTE SALES, AT
THE PROPERTY LOCATED AT 24362 EL TORO ROAD, LAGUNA
WOODS, CALIFORNIA 92637, AND DETERMINING THAT THE

CONDITIONAL USE PERMIT IS CATEGORICALLY EXEMPT FROM

THE CALIFORNIA ENVIRONMENTAL QUALITY ACT PURSUANT
TO SECTION 15302 OF TITLE 14 THE CALIFORNIA CODE OF

REGULATIONS

8.2 Conditional Use Permit CUP-2024-0001, a request by Premium Child Care, Inc. for approval of a conditional use permit to allow for the establishment of a day care nursery ITEM 7.1
February 19, 2025 6 City Council Regular Meeting Minutes use at the property located at 24442 Moulton Parkway, Laguna Woods, California 92637 City Manager Macon made a presentation.

Mayor Horne opened the public hearing.

With no requests to speak, the public hearing was closed.

Councilmembers made comments and staff responded to related questions.

Moved by Councilmember Conners, seconded by Mayor Pro Tem McCary, 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, APPROVING CONDITIONAL USE PERMIT
CUP-2024-0001 TO ALLOW FOR THE ESTABLISHMENT OF A DAY
CARE NURSERY USE AT THE PROPERTY LOCATED AT 24442
MOULTON PARKWAY, LAGUNA WOODS, CALIFORNIA 92637,

AND DETERMINING THAT THE CONDITIONAL USE PERMIT IS

CATEGORICALLY EXEMPT FROM THE CALIFORNIA
ENVIRONMENTAL QUALITY ACT PURSUANT TO SECTION 15301
OF TITLE 14 OF THE CALIFORNIA CODE OF REGULATIONS

8.3 Zoning Title of Laguna Woods Municipal Code
City Manager Macon made a presentation.

Mayor Horne opened the public hearing.

Kathryn Freshley, resident, asked about off-street parking standards and impacts on Laguna Woods Village.

City Manager Macon briefly responded to Ms. Freshley’s comments.

With no other requests to speak, the public hearing was closed.

Councilmembers made comments and staff responded to related questions.

Moved by Councilmember Conners, seconded by Mayor Pro Tem McCary, and carried unanimously on a 5-0 vote, to approve the introduction and first reading of an ordinance – read by title with further reading waived – titled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
LAGUNA WOODS, CALIFORNIA, AMENDING SECTIONS 13.06.010,

13.10.020, 13.10.030, 13.12.020, 12.12.030, 13.13.020, 13.18.050,

13.18.070, 13.25.040, 13.26.025, 13.26.150, 13.26.160, AND ITEM 7.1
February 19, 2025 7 City Council Regular Meeting Minutes REPLEAING SECTION 13.26.050, OF TITLE 13 (ZONING) OF THE

LAGUNA WOODS MUNICIPAL CODE PERTAINING TO

DEFINITIONS, PERMITTED AND PROHIBITED USES,

DEVELOPMENT STANDARDS, OFF-STREET PARKING

REGULATIONS, INCLUSIONARY HOUSING, CANNABIS

STOREFRONT RETAILERS, ANIMAL HOSPITALS AND CLINICS,

PETS AND ANIMALS, RESIDENTIAL MULTIPLE-FAMILY
STANDARDS AND REQUIREMENTS, AND OTHER ZONINGRELATED MATTERS, AND DETERMINING AND CERTIFYING

THAT THE ORDINANCE IS EXEMPT FROM THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT
Councilmember Moore commented on Item 7.4 and City Manager Macon briefly responded to a related question.

IX. CITY COUNCIL BUSINESS – None
X. CITY COUNCIL REPORTS AND COMMENTS

10.1 Coastal Greenbelt Authority
Mayor Pro Tem McCary provided a report.

Councilmembers briefly responded to the report.

Kathryn Freshley, resident, asked about the Coastal Greenbelt Authority’s role in wildfire mitigation.

Mayor Pro Tem McCary briefly responded to Ms. Freshley’s comments.

An unidentified member of the public asked about mitigating potential wildfire impacts from high voltage electric transmission lines.

City Manager Macon and Mayor Pro Tem McCary briefly responded to the inquiry.

10.2 Orange County Fire Authority
Mayor Horne provided a report.

10.3 Orange County Library Advisory Board
Councilmember Moore referenced the library report provided as Item 4.2.

10.4 Orange County Mosquito and Vector Control District Councilmember Lee provided a report.

ITEM 7.1
February 19, 2025 8 City Council Regular Meeting Minutes

10.5 San Joaquin Hills Transportation Corridor Agency
Councilmember Conners provided a report and briefly responded to a question from Councilmember Lee.

10.6 South Orange County Watershed Management Area
Councilmember Moore provided a report on the Southern Counties Gas Hydrogen Project.

10.7 Liaisons to Community Bridge Builders
Mayor Horne provided a report.

10.8 Other Comments and Reports
• League of California Cities (Cal Cities) Community Services Policy Committee meeting – January 24, 2025
Mayor Pro Tem McCary provided a report.
• League of California Cities (Cal Cities) Mayors and Council Members Academy – January 29-31, 2025
Councilmember Lee provided a report.
• Other Comments and Reports
Councilmember Conners and Mayor Pro Tem McCary reported on a recent tour of the Orange County Sheriff’s Department’s Technology Center.

XI. CLOSED SESSION
City Attorney Patterson introduced the closed session item.

City Attorney Patterson noted that prior to convening in closed session, the City Council will hear public comments on items appearing on the closed session agenda.

No public comments were received.

11.1 The City Council met in closed session under the authority of California Government Code Section 54957(b)(1) to consider the appointment of an Assistant City Attorney.

XII. CLOSED SESSION REPORT
The City Council reconvened in open session at 4:09 p.m. City Attorney Patterson stated that there was no reportable action.

ITEM 7.1
February 19, 2025 9 City Council Regular Meeting Minutes XIII. CITY COUNCIL BUSINESS

13.1 Assistant City Attorney Appointment
Moved by Councilmember Conners, seconded by Councilmember Moore, and carried unanimously on a 5-0 vote, to appoint Shawna McKee as Assistant City Attorney.

XIV. ADJOURNMENT
At Mayor Horne’s request, the meeting was adjourned in memory of Orange County Fire Authority Firefighter Kevin Skinner at 4:11 p.m. The next regular meeting will be at 2:00 p.m. on Wednesday, March 19, 2025, at Laguna Woods City Hall, 24264 El Toro Road, Laguna Woods, CA 92637.
__________________________________
YOLIE TRIPPY, CMC, City Clerk
Approved: March 19, 2025
__________________________________
SHARI L. HORNE, Mayor
This page is intentionally blank.

7.2 PAYMENT REGISTER
For additional information on this item,
please refer to Item 7.0 (Consent Calendar Summary).

This page is intentionally blank.

7.3 FISCAL YEARS 2023-25 BUDGET

ADJUSTMENTS
For additional information on this item,
please refer to Item 7.0 (Consent Calendar Summary).

This page is intentionally blank.

ITEM 7.3
R 25-XX 1 XX-XX-2025
RESOLUTION NO. 25-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAGUNA

WOODS, CALIFORNIA, AMENDING AND ADOPTING THE FISCAL
YEARS 2023-25 BUDGET AND WORK PLAN FOR FISCAL YEAR
2023-24 COMMENCING JULY 1, 2023 AND ENDING JUNE 30, 2024, AND FISCAL YEAR 2024-25 COMMENCING JULY 1, 2024 AND
ENDING JUNE 30, 2025, INCREASING GENERAL FUND AND

SENIOR MOBILITY FUND APPROPRIATIONS FOR THE SENIOR

MOBILITY PROGRAM
WHEREAS, the Fiscal Years 2023-25 Budget (“Budget”) was adopted by the City Council on June 28, 2023; and
WHEREAS, per City Administrative Policy 2.9, increases in adopted fundlevel Budget appropriations require City Council approval; and Senior Mobility Program
WHEREAS, transportation and other direct costs for the Senior Mobility Program are presently funded using Measure M2 (OC Go) Senior Mobility monies, which are received from the Orange County Transportation Authority (“OCTA”) every two months, and General Fund monies; and
WHEREAS, on November 25, 2024, OCTA’s Board of Directors awarded the City a $325,000 grant from OCTA’s 2024 Enhanced Mobility for Seniors and Individuals with Disabilities Program to support the Senior Mobility Program; however, City staff does not anticipate that funding being available to spend until July 2025; and
WHEREAS, demand for the Senior Mobility Program has increased such that additional appropriations are necessary to meet demand and provide sufficient cash flow for the Senior Mobility Program’s direct costs through June 2025, including between the every two month payments from OCTA; and WHEREAS, on October 14, 2024, the City Council increased Fiscal Year 2024-25 appropriations for the Senior Mobility Fund in the amount of $150,000 with funding for the increased appropriations transferred from the General Fund; and
ITEM 7.3
R 25-XX 2 XX-XX-2025
WHEREAS, on December 18, 2024, the City Council increased Fiscal Year 2024-25 appropriations for the Senior Mobility Fund in the amount of $130,000 with funding for the increased appropriations transferred from the General Fund; and
WHEREAS, the City Council wishes to additionally increase Fiscal Year 2024-25 appropriations for the Senior Mobility Fund in the amount of $300,000; and
WHEREAS, the unassigned General Fund balance has sufficient funds to accommodate the increased appropriations; and
WHEREAS, increased appropriations in the General Fund would be used to transfer that same amount to the Senior Mobility Fund.

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

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

SECTION 1. Section 2 of Resolution No. 23-16, as previously amended by Resolution Nos. 23-25, 23-33, 24-02, 24-07, 24-10, 24-11, 24-14, 24-19, 24-34, 24-35, 24-36, 24-51, 25-01, 25-04, 25-05, and 25-06, is hereby amended, in its entirety, to read as follows:

The budget revenue projections are:

Fiscal Year
2023-24
Fiscal Year
2024-25
General Fund
Property Tax $3,297,700 $3,405,200
Property Transfer Tax $112,000 $114,900
Sales Tax $1,196,000 $1,233,000
Franchise Fees $751,800 $753,100
Transient Occupancy Tax $604,000 $620,000
Developing Processing Fees $814,400 $827,400
Interest $352,000 $340,000
Miscellaneous $207,700 $213,800
SUBTOTAL $7,335,600 $7,507,400
Capital Projects Fund
Intergovernmental $0 $0
Interest $0 $0
SUBTOTAL $0 $0
ITEM 7.3
R 25-XX 3 XX-XX-2025
Fuel Tax $492,800 $503,700
Road Maintenance &
Rehabilitation Program $435,300 $465,600
Measure M2 (OC Go) $336,000 $348,600
Service Authority for
Abandoned Vehicles $0 $0
Supplemental Law Enforcement
Services $167,800 $169,600
Mobile Source Reduction $72,000 $22,000
PEG/Cable Television $18,400 $18,800
Senior Mobility $140,700 $145,700
Community Development
Block Grant (CDBG) $500,000 $150,000
Federal Grants $1,618,278 $782,869
State of California Grants $239,800 $0
Miscellaneous Special Revenue $0 $0
Laguna Woods Civic
Support Fund $0 $0
The budget appropriations authorized, on a fund level, are:

Fiscal Year
2023-24
Adopted
Budget
Fiscal Year
2023-24
Carryover
Appropriations
Fiscal Year
2023-24
Budget
Amendments
Fiscal Year
2023-24
Amended
Budget
General Fund $7,730,079A
(includes
transfers to
Capital
Projects Fund
of $608,250)
$8,544 $470,480A,B
$8,209,103
(includes
transfers to
Capital
Projects Fund
of $608,250)
Capital Projects Fund $608,250 $130,535 - $738,785
Fuel Tax $395,000 - $34,570D $429,570
Road Maintenance &
Rehabilitation Program $325,821 - - $325,821
Measure M2 (OC Go) $285,700 - - $285,700
Service Authority for
Abandoned Vehicles $0 - - $0
Supplemental Law
Enforcement Services $176,100 - - $176,100
Mobile Source
Reduction $0 $10,711 - $10,711
PEG/Cable Television $15,000 - - $15,000
Senior Mobility $207,000 - $170,600E $377,600
ITEM 7.3
R 25-XX 4 XX-XX-2025
Community
Development
Block Grant (CDBG)
$150,000 $307,528 - $457,528
Federal Grants $719,145 $1,006,869 - $1,726,014
State of California
Grants $0 $221,898 $100,580C, F $322,478
Miscellaneous Special
Revenue $0 - - $0
Laguna Woods Civic
Support Fund $48,810 - - $48,810
TOTAL $10,052,655 $1,686,085 $776,230 $12,514,970
A Fund Budget Adjustment CC-23/24-01: CalPERS Lump Sum Payments, +$306,925 (R 23-33) B Fund Budget Adjustment CC-23/24-02: CEPPT Contribution, +$163,555 (R 24-02) C Fund Budget Adjustment CC-23/24-03: State HHW Grant, +$25,580 (R 24-07) D Fund Budget Adjustment CC-23/24-04: Transportation System, +$34,570 (R 24-10) E Fund Budget Adjustment CC-23/24-05: Senior Mobility Program, +$170,600 (R 24-11) F
Fund Budget Adjustment CC-23/24-06: State SB 1383 Grant, +$75,000 (R 24-14) Fiscal Year
2024-25
Adopted
Budget
Fiscal Year
2024-25
Carryover
Appropriations
Fiscal Year
2024-25
Budget
Amendments
Fiscal Year
2024-25
Amended
Budget
General Fund $7,287,511
(includes
transfers to
Capital
Projects Fund
of $0)
$56,947
$1,876,790A,E,F,

H,I,J,K,L,M,N,O,P,Q,
R
$9,221,248
(includes
transfers to
other funds
totaling
$1,675,852)
Capital Projects Fund $0 $548,816 $1,095,852A,E,I,
L,M,N,O,P,Q $1,644,668
Fuel Tax $425,000 $10,518 - $435,518
Road Maintenance &
Rehabilitation Program $195,795B - ($131,795)D $64,000
Measure M2 (OC Go) $290,700 - - $290,700
Service Authority for
Abandoned Vehicles $0 - - $0
Supplemental Law
Enforcement Services $176,100 - - $176,100
Mobile Source
Reduction $0 - - $0
PEG/Cable Television $15,000 - - $15,000
Senior Mobility $227,000 - $580,000H,J,R $807,000
Community
Development
Block Grant (CDBG)
$150,000 - - $150,000
Federal Grants $782,869 $118,388 - $901,257
ITEM 7.3
R 25-XX 5 XX-XX-2025
State of California
Grants $0 $300,273 $200,710C,G $500,983
Miscellaneous Special
Revenue $0 - - $0
Laguna Woods Civic
Support Fund $300 - - $300
Less: Transfer to Other
Funds $0 - ($1,675,852) ($1,675,852)
TOTAL $9,550,275 $1,034,942 $1,945,705 $12,530,922
A Fund Budget Adjustment CC-24/25-01: City Hall Project: Phase 4, +$350,000 (R 24-19) B Non-Fund Budget Adjustment CC-24/25-02: Road Maintenance & Rehabilitation Program Fund appropriations allocated to the “Pavement Management Plan Project (Westbound El Toro Road between Tanager and Calle Corta)” are formally reallocated to the “Pavement Management Plan Project (Westbound El Toro Road between Calle Corta and City Limits)” in the amount of $195,795. This non-fund budget adjustment is made in the interest of transparency and does not affect appropriations on a fund level. (R 24-19)
C Fund Budget Adjustment CC-24/25-03: Pavement Project FY 2024-25, +$200,000 (R 24-19) D Fund Budget Adjustment CC-24/25-04: Pavement Project FY 2024-25, -$131,795 (R 24-19) E Fund Budget Adjustment CC-24/25-05: Confluence Bypass Project, +$109,946 (R 24-19) F Fund Budget Adjustment CC-24/25-06: CalPERS Lump Sum Payments, +$96,448 (R 24-34) G Fund Budget Adjustment CC-24/25-07: Interest on State SB 1383 Grant, +$710 (R 24-35) H Fund Budget Adjustment CC-24/25-08: Senior Mobility Program, +$150,000 (R 24-35) I Fund Budget Adjustment CC-24/25-09: ADA Phase 8, +$1,000 (R 24-36) J Fund Budget Adjustment CC-24/25-10: Senior Mobility Program, +$130,000 (R 24-48) K Fund Budget Adjustment CC-24/25-11: CEPPT Contribution, +$104,490 (R 24-51) L Fund Budget Adjustment CC-24/25-12: Water Quality Treatment Project, +$90,768 (R 25-01) M Fund Budget Adjustment CC-24/25-13: Circulation Project, +$31,604 (R 25-01) N Fund Budget Adjustment CC-24/25-14: ADA Phase 8, +$15,052 (R 25-04) O Fund Budget Adjustment CC-24/25-15: Woods End Project, +$50,000 (R 25-04) p Fund Budget Adjustment CC-24/25-16: City Centre Park Project, +$125,000 (R 25-05) Q Fund Budget Adjustment CC-24/25-17: City Hall Phase 4 (Elevator), +$322,482 (R 25-06) R Fund Budget Adjustment CC-24/25-18: Senior Mobility Program, +$300,000 (R 24-XX) The budget appropriations authorized by this section reflect the Fiscal Years 2023- 25 adopted budgets, plus authorized budget adjustments approved between July 1, 2023 and the date of this amendment. The budget appropriations authorized by this section also include carryovers of approved, but unspent, budget appropriations from prior fiscal years. Such carryovers were approved by the City Council with the adoption of the current budget and/or pursuant to Administrative Policy 2.9.

SECTION 2. The Mayor shall sign this resolution and the City Clerk shall attest and certify to the passage and adoption thereof. [SIGNATURES ON NEXT PAGE]
ITEM 7.3
R 25-XX 6 XX-XX-2025
PASSED, APPROVED AND ADOPTED on this XX day of XX 2025. _______________________________
SHARI L. HORNE, 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. 25-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 2025, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

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

7.4 TREE PRUNING AND REMOVAL SERVICES
For additional information on this item,
please refer to Item 7.0 (Consent Calendar Summary).

This page is intentionally blank.

ITEM 7.4

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 ____________________ ("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, 2025 and ending at 11:59 p.m. on March 31, 2026. 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 7.4

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 7.4

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 7.4

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 7.4

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 7.4

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 7.4

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 7.4

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 ITEM 7.4

AGREEMENT immediately upon written notice.
(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
ITEM 7.4

To CONSULTANT: West Coast Arborists, Inc.

Attn: President
2200 E. Via Burton Street
Anaheim, CA 92806
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.

ITEM 7.4

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.

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:

Christopher Macon, City Manager
CONSULTANT:

Patrick Mahoney, President
Approved as to Form:

Alisha Patterson, City Attorney
ITEM 7.4
EXHIBIT "A"

SCOPE OF SERVICES
CONSULTANT shall be required to 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/she/they 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 Work 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 7.4

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 the Scope of Work 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 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 7.4

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. 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 set up, 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 to be 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, CONSULTNAT 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 Exhibit A – Page 3 of 9
ITEM 7.4
CONSULTANT.

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 date of the execution of this AGREEMENT, CONSULTANT shall prune trees in accordance with appendices B and E of the RFP that was released by CITY for Tree Pruning and Removal Services on February 6, 2025. 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/she/they 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
Exhibit A – Page 4 of 9
ITEM 7.4
c. Structural Improvement
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 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 Exhibit A – Page 5 of 9
ITEM 7.4
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. 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 ISA Certified 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 a 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 7.4

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 so 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. Tree removal shall be provided on an annual basis and as needed. Within sixty (60) days from the date of the execution of this AGREEMENT, CONSULTANT shall remove trees in accordance with appendices B and E of the RFP that was released by CITY for Tree Pruning Exhibit A – Page 7 of 9
ITEM 7.4
and Removal Services on February 6, 2025. Apart from the aforementioned annual tree removal, 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.

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.

Exhibit A – Page 8 of 9
ITEM 7.4

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.

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 CR&R Incorporated.

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 7.4
EXHIBIT "B"

COMPENSATION
Tree Pruning Services
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 6, 2025*

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 East African Yellowwood 1 Crown Cleaning & Crown Thinning $64.00 $64.00 Arbutus cv. Marina Marina Strawberry Tree 5 Crown Cleaning & Crown Thinning $64.00 $320.00 Cassia leptophylla Gold Medallion Tree 2 Crown Cleaning & Crown Thinning $64.00 $128.00 Cercis canadensis Eastern Redbud 30 Structural Pruning of Small/Young Trees $64.00 $1,920.00 Cercis occidentalis Western Redbud 15 Structural Pruning of Small/Young Trees $64.00 $960.00 Chilopsis linearis Desert Willow 3 Crown Cleaning & Crown Thinning $64.00 $192.00 Corymbia citriodora Lemon-Scented Gum 7 Crown Cleaning & Crown Thinning $64.00 $448.00 Cupaniopsis anacardioides Carrotwood 13 Crown Cleaning & Crown Thinning $64.00 $832.00 Eucalyptus spp. Eucalyptus Species 36 Crown Cleaning & Crown Thinning $64.00 $2,304.00 Ficus spp. Ficus Species 9 Crown Cleaning & Crown Thinning $64.00 $576.00 Fraxinus uhdei Shamel Ash 8 Crown Cleaning & Crown Thinning $64.00 $512.00 Geijera parviflora Australian Willow 113 Crown Cleaning & Crown Thinning $64.00 $7,232.00 Jacaranda mimosifolia Jacaranda 1 Crown Cleaning & Crown Thinning $64.00 $64.00 Koelreuteria bipinnata Chinese Flame Tree 1 Crown Cleaning & Crown Thinning $64.00 $64.00 Lagerstroemia indica Crapemyrtle 54 Crown Cleaning & Crown Thinning $64.00 $3,456.00 Liriodendron tulipifera Tulip Poplar 30 Structural Pruning of Small/Young Trees $64.00 $1,920.00 Magnolia grandiflora Southern Magnolia 132 Crown Cleaning & Crown Thinning $64.00 $8,448.00 Olea europaea Olive Tree 53 Crown Cleaning & Crown Thinning $64.00 $3,392.00 Pinus canariensis Canary Island Pine 31 Crown Cleaning & Crown Thinning $64.00 $1,984.00 Pinus halepensis Aleppo Pine 3 Crown Cleaning & Crown Thinning $64.00 $192.00 Platanus racemosa California Sycamore 105 Crown Cleaning & Crown Thinning $64.00 $6,720.00 Psidium guajava Common Guava 1 Crown Cleaning & Crown Thinning $64.00 $64.00 Schinus molle California Pepper Tree 1 Crown Cleaning & Crown Thinning $64.00 $64.00 Schinus terebinthifolius Brazilian Pepper Tree 56 Crown Cleaning & Crown Thinning $64.00 $3,584.00 Searsia lancea African Sumac 92 Crown Cleaning & Crown Thinning $64.00 $5,888.00 Syagrus romanzoffiana Queen Palm 9 Palm Pruning $64.00 $576.00 Ulmus parvifolia Chinese Elm 4 Crown Cleaning & Crown Thinning $64.00 $256.00 Washingtonia robusta Mexican Fan Palm 3 Palm Pruning** $64.00 $192.00 Xylosma congestum Shiny Xylosma 14 Crown Cleaning & Crown Thinning $64.00 $896.00 TOTAL 832 GRAND
TOTAL $53,248.00
* 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 6, 2025, such modifications shall be made at the “Rate Exhibit B – Page 1 of 3
ITEM 7.4
per Tree” contained in Column E.
** Scope for Mexican Fan Palms updated subsequent to RFP.

Tree Removal Services
Table 1-2: Compensation Schedule – Tree Removal 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 6, 2025*

A B C D E F
Botanical Name Common Name
Number
of
Trees
Scope
(refer to Number 25 in Section

1.4 of this RFP)
Rate
per
Tree
Total Rate by
Botanical
Name (Column
C x E)
Schinus terebinthifolius Brazilian Pepper Tree 1 Remove $450.00 $450.00 Olea europaea Olive Tree 1 Remove $450.00 $450.00
Lagerstroemia indica Crapemyrtle 1 Remove $180.00 $180.00 Lagerstroemia indica Crapemyrtle 1 Remove $180.00 $180.00 Lagerstroemia indica Crapemyrtle 1 Remove $675.00 $675.00 Lagerstroemia indica Crapemyrtle 1 Remove $450.00 $450.00 Lagerstroemia indica Crapemyrtle 1 Remove $450.00 $450.00 Lagerstroemia indica Crapemyrtle 1 Remove $180.00 $180.00 Schinus terebinthifolius Brazilian Pepper Tree 1 Remove $450.00 $450.00 Schinus terebinthifolius Brazilian Pepper Tree 1 Remove $450.00 $450.00 Schinus terebinthifolius Brazilian Pepper Tree 1 Remove $675.00 $675.00 Lagerstroemia indica Crapemyrtle 1 Remove $450.00 $450.00 Lagerstroemia indica Crapemyrtle 1 Remove $450.00 $450.00 Lagerstroemia indica Crapemyrtle 1 Remove $180.00 $180.00 Geijera parviflora Australian Willow 1 Remove $180.00 $180.00 Magnolia grandiflora Southern Magnolia 1 Remove $180.00 $180.00 Eucalyptus spp. Eucalyptus Species 1 Remove $675.00 $675.00 TOTAL 17 GRAND
TOTAL $6,705.00
As-Needed Services
Table 1-3: Compensation Schedule – As-Needed Services
Description Rate
Service Request Tree Pruning $100 per person/per hour + $64 per tree Tree & Stump Removal $55 per inch
Tree Only Removal $45 per inch
Stump Only Removal $22 per inch
Crew Rental* $100 per person/per hour
Emergency Crew Rental* $130 per person/per hour
Exhibit Exhibit B – Page 1 of 2 3
ITEM 7.4
Emergency Crew Rental*
(Double Overtime/Sunday/Holiday**) $175 per person/per hour Arborist Services $175.00 per person/per hour
* Crew Rental and Emergency Crew Rental rates apply only for extraordinary as-needed services (e.g., difficult access, pruning beyond International Society of Arboriculture standards, etc.). ** Double Overtime applies to any employee who works over 12 hours in a day and in excess of 8 hours worked on the seventh consecutive day. Holidays are New Year’s Day, Martin Luther King, Jr. Day, Presidents Day, Good Friday, Memorial Day, Fourth of July, Labor Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving Day, Christmas Eve, and Christmas Day.

Other Notes
The rates set forth in tables 1-1, 1-2 and 1-3 are “all inclusive”. CITY shall not provide separate or supplemental compensation to CONSULTANT
Exhibit B – Page 3 of 3
ITEM 7.4
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) Professional 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 7.4
(4) Professional Liability: $1,000,000 per claim and no less than $1,00,000 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 7.4
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

7.5 GENERAL PLAN ANNUAL REPORT
For additional information on this item,
please refer to Item 7.0 (Consent Calendar Summary).

This page is intentionally blank.

City of Laguna Woods
General Plan Annual Report
2024
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 19, 2025
ITEM 7.5
2024 General Plan Annual Report

Period of this Annual Report
This General Plan Annual Report is for the 2024 calendar year (January – December 2024).

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 7.5
2024 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 2024 General Plan Annual Report was held concurrent with the City Council’s regular meeting on March 19, 2025. A final copy of the report will be submitted to OPR and HCD after the March 19, 2025 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 7.5
2024 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) August
2022 General Plan Housing Element Update Housing Element Update (adopted on August 12, 2022) August 2024
Laguna Woods General Plan and Zoning Code
Update, State Clearinghouse Number
2022080022
Land Use Element update to
change the land use designations of
12 properties (a total of 14
parcels), and undertake a
corresponding rezone of the 12
properties, to better represent their
existing uses. Circulation Element,
ITEM 7.5
2024 General Plan Annual Report

Land Use Element, and Noise
Element updates to ensure internal
consistency with the Housing
Element, update background and
existing condition information,
update the identification of priority
issues, update goals and policy
objectives, and make other changes
intended to modernize the
documents while also promoting
clarity and ease of use. The
Circulation Element was renamed
the “Mobility Element.”
Pending General Plan Updates
A General Plan update involving the Safety Element is pending. The update is intended to ensure compliance with California Government Code Section 65302(g)(4), update background and existing condition information, update the identification of priority issues, update goals and policy objectives, and make other changes intended to modernize the documents while also promoting clarity and ease of use. City Council consideration of the Safety Element update is anticipated to occur in 2025.

Preliminary work has also begun to prepare background and existing condition information for future updates of the Conservation and Open Space elements.

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 ITEM 7.5
2024 General Plan Annual Report

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 “6th cycle” from October 2021 to October 2029.

Table 2 – 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)
Summary (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) ITEM 7.5
2024 General Plan Annual Report

Table D – Program Implementation Status pursuant to GC Section 65583 (6 pages) 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 F2 – Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 (2 pages)
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)
Table I – N/A; not included in template provided by HCD Table J – Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 (2 pages)
Table K – Tenant Preference Policy (1 page)
Local Early Action Planning (LEAP) Reporting (1 page)
ITEM 7.5
Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
v_03_03_25
Please Start Here
General Information
2024
Laguna Woods
Contact Information
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You
will be prompted to pick an old workbook to import
from. Project and program data will be copied exactly
how it was entered in last year's form and must be
updated. If a project is no longer has any reportable
activity, you may delete the project by selecting a cell in the row and typing ctrl + d.

Click here to add rows to a table. If you add too many
rows, you may select a cell in the row you wish to
remove and type ctrl + d.
24264 El Toro Road
Laguna Woods
92637
Christopher
Macon
City Manager
[email protected]
9496390500
Mailing Address
Annual Progress Report January 2020
ITEM 7.5
Jurisdiction Laguna Woods
Reporting Year 2024
Housing Element Planning Period 6th Cycle
Current Year
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
0 0
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 0 0 0
2 to 4 units per structure 0 0 0
5+ units per structure 0 0 0
Accessory Dwelling Unit 0 0 0
Mobile/Manufactured Home 0 0 0
Total 0 0 0
Infill Housing Developments and Infill Units Permitted # of Projects Units 0 0
0 0
0 0
0 0
0 0
Income Rental Ownership Total
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 0 0
AB 2011 (2022) 0 0
SB 6 (2022) 0 0
SB 423 (2023) 0 0
Ministerial and Discretionary Applications # of Units
Ministerial 0 0
Discretionary 0 0
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 34 0
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 423 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income Number of SB 423 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
Programs Implemented
Sites Rezoned to Accommodate the RHNA
(Jan. 1 - Dec. 31)
10/15/2021 - 10/15/2029
Units Constructed - SB 423 Streamlining Permits
Number of SB 423 Streamlining Applications Approved
Very Low
Low
Moderate
ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional fi Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Date
Application
Submitted
2 3 4
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 LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
Low-Income
Deed
Restricted
Low-Income
Non Deed
Restricted
Summary Row: Start Data Entry Below 0 0 0 0
Table A
Cells in grey contain auto-calculatio
1 5
Project Identifier Unit Types Proposed Units - Affordability by Househo Housing Development Applicatio
ITEM 7.5
Note: "+" indicates an optional field
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Application
Status Project Type Notes
6 7 8 9 11 12 13
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total

PROPOSED
Units by
Project
Total

APPROVED
Units by
project
Total

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

Did the
housing
development
application
seek incentives
or concessions
pursuant to
Government
Code section
65915?
Were
incentives or
concessions
requested
pursuant to
Government
Code section
65915
approved?
Please
indicate the
status of the
application.

Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
0 0 0 0 0 0
0 Table A
Cells in grey contain auto-calculation formulas
Units - Affordability by Household Incomes Density Bonus Law Applications
10 lopment Applications Submitted
ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Table A2
2 3
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 LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0
Project Identifier
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 1 Unit Types Affordability by Household Incomes - Completed Entitlement 4 ITEM 7.5
Cells in grey contain auto-calculation formulas
5 6 8 9
Entitlement
Date Approved
# of Units
issued
Entitlements
Very LowIncome
Deed
Restricted
Very LowIncome Non
Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building
Permits Date
Issued
# of Units Issued
Building Permits
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
0 0 0 0 0 0 0 0 0 0 0 0
0 0
Note: "+" indicates an optional field
Affordability by Household Incomes - Building Permits Affordability by Household 7 ITEM 7.5
Streamlining Infill
Housing without
Financial Assistance or
Deed Restrictions
11 12 13 14 15 16 17 18
LowIncome
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?
Please select the
state
streamlining
provision the
project was

APPROVED
pursuant to.
(may select
multiple)
Infill Units?
Y/N+
Assistance
Programs for Each
Development
(may select multiple
- see instructions)
Deed Restriction
Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined the
units were affordable
(see instructions)
0 0 0 0 0 0
0 Housing with Financial Assistance
and/or Deed Restrictions Affordability by Household Incomes - Certificates of Occupancy 10 ITEM 7.5
Term of
Affordability or
Deed Restriction
Notes
19 20 21 22 23 24 25
Term of Affordability
or Deed Restriction
(years) (if affordable
in perpetuity enter
1000)+
Number of
Demolished/Destroy
ed Units
Demolished
or Destroyed
Units
Demolished/
Destroyed
Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum Allowable
Residential 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+
0 Demolished/Destroyed Units Density Bonus
ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 10/15/2021 - 10/15/2029
1 Projection
Period 3 4
RHNA Allocation
by Income Level
Projection
Period -
06/30/2021-
10/14/2021
2021 2022 2023 2024 2025 2026 2027 2028 2029
Total Units to
Date (all
years)
Total Remaining
RHNA by
Income Level
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted - - - - - - - - - -
Above Moderate 542 - - - - - - - - - - - 542
997
- - - - - - - - - - - 997
5 6 7
Extremely lowIncome Need 2021 2022 2023 2024 2025 2026 2027 2028 2029 Total Units to Date
Total Units
Remaining
64 - - - - - - - - - - 64
VLI Deed Restricted
VLI Non Deed Restricted
LI Deed Restricted
LI Non Deed Restricted
MI Deed Restricted
MI Non Deed Restricted
Above Mod Income
136
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 only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.

Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). *Extremely low-income housing need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.

Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).

Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.

Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected]. 192
-
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs. - Moderate
127
136
192
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
127
ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Date of
Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of
Rezone
Very LowIncome Low-Income ModerateIncome
Above
ModerateIncome
Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning
Minimum
Density
Allowed
Maximum
Density
Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
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
ITEM 7.5
Jurisdiction Laguna Woods
Reporting Year 2024 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation Program H-1.1.1. Rezone
the 17 potential housing
sites identified in the
Housing Sites Inventory
and Analysis (Exhibit C) to
accommdate the City's
housing needs allocation
(Table H-1).

Policy Objective H-1.1. Make sites
available to accommodate current and
projected housing needs for groups at
all income levels, in accordance with
California Government Code Section
65583(c)(1).

Calendar Year 2023 Implemented: Ordinance No. 24-06 (September 18, 2024) Program H-1.2.1. Continue
to maintain website
information regarding
fees, exactions, and
affordability requirements
imposed by the City that
are applicable to housing
development projects, in
accordance with California
Government Code Section
65940.1.

Policy Objective H-1.2. Assist in the
development of adequate housing to
meet the needs of extremely low, very
low, low-, and moderate-income
households.

Ongoing Ongoing: Information responsive to California Government Code Section 65940.1 is available on the City's website.

Program H-1.2.2. Prepare
and maintain a webpage
with information related to
the 17 potential housing
sites identified in the
Housing Sites Inventory
and Analysis (Exhibit C),
including a Geographic
Information System (GIS)
map layer with geospatial
information.

Policy Objective H-1.2. Assist in the
development of adequate housing to
meet the needs of extremely low, very
low, low-, and moderate-income
households.

Calendar Year 2023
Implemented: Information regarding the Housing Sites Inventory and Analysis is available on the City's website. A GIS map layer is available on the City's public GIS platform, which is accessible from the City's website.

Program H-1.2.3. Conduct
a market study and then
amend the existing
inclusionary housing
ordinance to modify the
minimum percentages of
new housing units that
must be deed-restricted
for extremely low, very
low, and low-income
households, as feasible
and advantageous to
promote the development
of affordable housing.

Policy Objective H-1.2. Assist in the
development of adequate housing to
meet the needs of extremely low, very
low, low-, and moderate-income
households.

Calendar Year 2023 Implemented: Ordinance No. 24-07 (September 18, 2024) Program H-1.2.4. Adopt an
ordinance creating an
expedited and fee reduced
lot consolidation process
for consolidations
involving any one or more
adjacent residentially
zoned parcels (including,
but not limited to, the
potential housing sites
identified in the Housing
Sites Inventory and
Analysis (Exhibit C)) for
the purpose of
incentivizing or making
more financially feasible
housing projects in which
at least 5% of housing
units are affordable for
extremely low income
households; at least 10%
of housing units are
affordable for very low or
low-income households;
or, at least 50% of housing
units are affordable for
moderate-income
households. To be
eligible, the affordable
housing units shall be
subject to an affordability
Policy Objective H-1.2. Assist in the
development of adequate housing to
meet the needs of extremely low, very
low, low-, and moderate-income
households.

Calendar Year 2023
Not yet Implemented: The City Council adopted the 2021‐2029 General Plan Housing Element in August 2023. The City entered into an agreement with a consultant to provide recommendations regarding both the manner in which such an ordinance could be drafted and the nature of potential "expedited and fee reduced" offerings. The consultant's initial recommendations were provided in 2023. Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, this program is now expected to be implemented in Calendar Year 2025.

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

Table D
Program Implementation Status pursuant to GC Section 65583 ITEM 7.5
Program H-1.2.5. Adopt an
ordinance waiving or
reducing City building
permit fees for housing
projects in which at least
5% of housing units are
affordable for extremely
low income households;
at least 10% of housing
units are affordable for
very low or low-income
households; or, at least
50% of housing units are
affordable for moderateincome households. To be
eligible, the housing units
shall be subject to an
affordability covenant for
at least 55 years.

Policy Objective H-1.2. Assist in the
development of adequate housing to
meet the needs of extremely low, very
low, low-, and moderate-income
households.

Calendar Year 2023
Not yet Implemented: The City Council adopted the 2021‐2029 General Plan Housing Element in August 2023. An ordinance waiving or reducing City building permit fees for qualifying housing projects is tentatively scheduled for consideration of adoption following the next regularly scheduled building fee schedule update in spring 2025. There was no building fee schedule update in Calendar Year 2024.

Program H-1.2.6. Amend
various, existing housingrelated provisions of
the Laguna Woods
Municipal Code to
promote regulatory clarity.

Policy Objective H-1.2. Assist in the
development of adequate housing to
meet the needs of extremely low, very
low, low-, and moderate-income
households.

Calendar Year 2023 Implemented: The amendments identified in this program were adopted by the City Council in 2023.

Program H-1.2.7.

Formalize written
procedures for the
application and
processing of housing
projects eligible for
streamlined, ministerial
approval pursuant to
California Government
Code Section 65913.4.

Policy Objective H-1.2. Assist in the
development of adequate housing to
meet the needs of extremely low, very
low, low-, and moderate-income
households.

Calendar Year 2023
Implemented: Formalization of written procedures for project processing pursuant to California Government Code Section 65913.4 was completed in 2023.

Program H-1.2.8.

Investigate potential
incentives for the
development of housing
projects with features that
exceed the minimum
requirements set forth in
the California Building
Energy Efficiency
Standards. If feasible and
economical, adopt such
incentives.

Policy Objective H-1.2. Assist in the
development of adequate housing to
meet the needs of extremely low, very
low, low-, and moderate-income
households.

Within 11 Months of Each
Triennial California
Building
Standards Code Effective
Date for Investigation
Not yet Implemented: The effective date of the 2022 California Building Standards Code was January 1, 2023. Following discussions with a potential technical expert consultant, retired university professor with relevant expertise, and the Southern California Edison Reach Code Program, staff has determined to pursue implementation of this program after the January 1, 2026 effective date of the 2025 California Building Standards Code.

Program H-1.3.1. Continue
to consider transitional
housing a residential use
of property, subject only
to those restrictions that
apply to other residential
dwellings of the same type
in the same zoning
district.

Policy Objective H-1.3. Provide
reasonable accommodations for
housing designed for, intended for
occupancy by, or with supportive
services for, persons with disabilities.

Ongoing
Ongoing: The Laguna Woods Municipal Code considers transitional housing a residential use of property, subject only to those restrictions that apply to other residential dwellings of the same type in the same zoning district.

Program H-1.3.2. Continue
to consider supportive
housing a residential use
of property, subject only
to those restrictions that
apply to other residential
dwellings of the same type
in the same zoning
district.

Policy Objective H-1.3. Provide
reasonable accommodations for
housing designed for, intended for
occupancy by, or with supportive
services for, persons with disabilities.

Ongoing
Ongoing: The Laguna Woods Municipal Code considers supportive housing a residential use of property, subject only to those restrictions that apply to other residential dwellings of the same type in the same zoning district.

Program H-1.3.3. Continue
to permit supportive
housing by right in all
zoning districts where
multifamily and mixed
uses are permitted.

Policy Objective H-1.3. Provide
reasonable accommodations for
housing designed for, intended for
occupancy by, or with supportive
services for, persons with disabilities.

Ongoing Ongoing: The Laguna Woods Municipal Code permits supportive housing by right in all zoning districts where multifamily and mixed uses are permitted.

Program H-1.3.4. Amend
various, existing housingrelated provisions of the
Laguna Woods Municipal
Code to conform to state
law.

Policy Objective H-1.3. Provide
reasonable accommodations for
housing designed for, intended for
occupancy by, or with supportive
services for, persons with disabilities.

Calendar Year 2023 Implemented: The amendments identified in this program were adopted by the City Council in 2023.

Program H-1.4.1. Continue
to maintain an ordinance
that conforms to the
provisions of California
Government Code Section
65852.2 related to
accessory dwelling units
and junior accessory
dwelling units, including
amending the ordinance
as necessary.

Policy Objective H-1.4. Incentivize and
promote the creation of accessory
dwelling units that can be offered at
affordable rent for very low, low-, or
moderate-income households.

Ongoing
Ongoing: The Laguna Woods Municipal Code conforms to the provisions of California Government Code Section 65852.2 related to accessory dwelling units and junior accessory dwelling units.

ITEM 7.5
Program H-1.4.2. Prepare
and maintain a webpage
with information related to
Laguna Woods Municipal
Code requirements,
processing procedures,
and incentives pertaining
to the development of
accessory dwelling units
and junior accessory
dwelling units. Prepare
and maintain a flyer with
related information.

Policy Objective H-1.4. Incentivize and
promote the creation of accessory
dwelling units that can be offered at
affordable rent for very low, low-, or
moderate-income households.

Calendar Year 2023
Not yet Implemented: Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, this program is now expected to be implemented in Calendar Year 2025.

Program H-1.4.3.

Designate and maintain a
“specialist” to assist with
the processing and
approval of applications to
develop accessory
dwelling units and junior
accessory dwelling units.

Policy Objective H-1.4. Incentivize and
promote the creation of accessory
dwelling units that can be offered at
affordable rent for very low, low-, or
moderate-income households.

Calendar Year 2022
Implemented: The City's Development Manager has been designated as a "specialist" to assist with the processing and approval of applications to develop accessory dwelling units and junior accessory dwelling units.

Program H-1.5.1. Continue
to maintain an ordinance
that conforms to the
provisions of California
Government Code Section
65583 related to
emergency shelters,
including amending the
ordinance as necessary.

Policy Objective H-1.5. Make sites
available to accommodate emergency
housing needs for homeless persons
and families, in accordance with
California Government Code Section
65583(a)(7).

Ongoing Ongoing: The Laguna Woods Municipal Code conforms to the provisions of California Government Code Section 65583 related to emergency shelters.

Program H-2.1.1. Prepare
and maintain a webpage
with information on home
improvement-related
financial assistance
opportunities available to
extremely low, very low,
and low-income
households. Train City
staff to make referrals
using the webpage.

Policy Objective H-2.1. Conserve and
improve the condition of the existing
affordable housing stock.

Calendar Year 2023
Not yet Implemented: Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, this program is now expected to be implemented in Calendar Year 2025. Staff has received inquiries regarding financial assistance to support energy efficiency improvements and successfully referred those individuals to Southern California Edison.

Program H-2.1.2.

Investigate potential
incentives for property
owners to extend and/or
expand existing
affordability covenants
beyond the planned
expiration date and/or
current number of housing
units, with an emphasis on
incentivizing (i)
affordability covenants for
extremely low and very
low income housing units,
and (ii) affordability
covenants that apply to
housing units in a range of
sizes. If feasible and
economical, adopt such
incentives.

Policy Objective H-2.1. Conserve and
improve the condition of the existing
affordable housing stock.

Calendar Year 2024 for
Investigation
Not yet Implemented: Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, this program is now expected to be implemented in Calendar Year 2025 (for investigation).

Program H-2.2.1. Prepare
and maintain a webpage
with information on home
improvement-related
financial assistance
opportunities available to
persons with special
needs. Train City staff to
make referrals using the
webpage.

Policy Objective H-2.2. Promote
accessible and accommodating housing
options for persons with special needs.

Calendar Year 2023
Not yet Implemented: Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, this program is now expected to be implemented in Calendar Year 2025. Staff has received inquiries regarding financial assistance to support energy efficiency improvements and successfully referred those individuals to Southern California Edison.

ITEM 7.5
Program H-2.2.2. Adopt an
ordinance waiving or
reducing City 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. Consider
including provisions
allowing for similar
building permit fee
waivers or reductions for
improvements to the home
of a person with a
qualifying disability that
are made to accommodate
that disability, regardless
of age. Prepare and
maintain a flyer with
related information.

Conduct annual outreach
to nonprofit organizations
known to provide medical
or social services to
residents with disabilities.

Conduct biennial outreach
Policy Objective H-2.2. Promote
accessible and accommodating housing
options for persons with special needs.

Calendar Year 2023
Not yet Implemented: The City Council adopted the 2021‐2029 General Plan Housing Element in August 2023. An ordinance waiving or reducing City building permit fees for qualifying home improvements is tentatively scheduled for consideration of adoption following the next regularly scheduled building fee schedule update in spring 2025. There was no building fee schedule update in Calendar Year 2024.

Program H-2.2.3. Provide
opportunities for
reimbursements, grants,
or other forms of financial
assistance to support
home improvements that
increase accessibility or
functionality for persons
with special needs.

Conduct annual outreach
to nonprofit organizations
known to provide medical
or social services to
residents with special
needs. Conduct biennial
outreach to residents
residing in census tracts
626.22 and 626.48 due to
their comparatively lower
economic domain scores
from the TCAC/HCD
Opportunity Map.

Policy Objective H-2.2. Promote
accessible and accommodating housing
options for persons with special needs.

Calendar Year 2022 (as
funding permits)
Not yet Implemented: The City is developing a program using Permanent Local Housing Allocation funds to provide financial assistance to support home improvements that increase accessibility or functionality for persons with special needs. The City has submitted a Request for Coverage Determination to the California Department of Industrial Relations for the program under development and is currently awaiting a response.

Program H-2.3.1.

Formalize a proactive
code enforcement
program that focuses on
housing-related
rehabilitation needs,
results in repairs, and
seeks to mitigate potential
cost, displacement, and
relocation impacts on
residents.

Policy Objective H-2.3. Promote housing
conservation and revitalization. Calendar Year 2025 Not yet Implemented: This program is scheduled for implementation in Calendar Year 2025.

Program H-3.1.1. Improve
pedestrian accessibility on
sidewalks, curb
ramps, crosswalks, and
other public property
connecting housing with
transit stops, public
buildings, and businesses.

Policy Objective H-3.1. Enhance access
to housing.

Ongoing (as funding
permits)
Ongoing: The City's Americans with Disabilities Act (ADA) Pedestrian Accessibility Project: Phase 8 was completed in Fiscal Year 2024-25. The City has been notified by the County of Orange that an additional project phase is being recommended to receive Community Development Block Grant funding in Fiscal Year 2025-26.

Program H-3.1.2. Pursue
partnerships and seek
funding to provide Laguna
Woods-based housing
mobility counseling
services. If feasible and
economical, implement
such services.

Policy Objective H-3.1. Enhance access
to housing.

Biennial Process to
Identify Interested and
Qualified Service
Providers; Beginning in
Calendar Year 2023
Not yet Implemented: Staff anticipates completing its biennial process to identify interested and qualified service providers in Calendar Year 2025.

ITEM 7.5
Program H-3.1.3. Adopt an
ordinance waiving or
reducing City building
permit fees, or providing
other incentives, for
housing projects that
prepare and implement an
affirmative marketing plan
designed to
attract renters or buyers
of diverse demographics,
including persons of
any race, color, religion,
sex, handicap, familial
status, or national origin.

Policy Objective H-3.1. Enhance access
to housing. Calendar Year 2023
Not yet Implemented: Due to an unexpected staffing issue, work on this project has not yet commenced. An ordinance waiving or reducing City building permit fees for housing projects that prepare and implement an affirmative marketing plan is tentatively scheduled for consideration of adoption following the next regularly scheduled building fee schedule update in spring 2025. There was no building fee schedule update in Calendar Year 2024.

Program H-3.2.1. Prepare
and maintain a webpage
with information on
housing mediation,
foreclosure assistance,
and multilingual tenant
legal counseling services.

Train City staff to make
referrals using the
webpage.

Policy Objective H-3.2. Protect existing
residents from displacement. Calendar Year 2023
Not yet Implemented: Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, this program is now expected to be implemented in Calendar Year 2025.

Program H-3.2.2. Pursue
partnerships and seek
funding to provide Laguna
Woods-based housing
mediation, foreclosure
assistance, tenant legal
counseling services, and
vocational counseling
services. If feasible and
economical, implement
such services.

Policy Objective H-3.2. Protect existing
residents from displacement.

Biennial Process to
Identify Interested and
Qualified Service
Providers; Beginning in
Calendar Year 2023
Not yet Implemented: Staff anticipates completing its biennial process to identify interested and qualified service providers in Calendar Year 2025.

Program H-3.2.3.

Investigate potential
hazard mitigation
measures that would
reduce or eliminate the
long-term risk of
residential displacement
as a result of future
disasters. If feasible and
economical, implement
such hazard mitigation
measures.

Policy Objective H-3.2. Protect existing
residents from displacement.

Calendar Year 2025 for
Investigation
Not yet Implemented: This program is scheduled for implementation in Calendar Year 2025 (for investigation).

Program H-3.2.4.

Investigate potential
incentives for property
owners of apartment and
cooperative housing units
for which tenants pay
usage based energy
costs to make energy
efficiency improvements
that exceed the minimum
requirements set forth in
the California Building
Energy Efficiency
Standards. If feasible and
economical, implement
such incentives. Prioritize
incentives for residents
residing in census tracts
626.46 and 626.47 due to
those areas being
identified in this Housing
Element as susceptible to
displacement and having
the highest renter
vulnerability indices, as
feasible and economical.

Policy Objective H-3.2. Protect existing
residents from displacement.

Calendar Year 2024 for
Investigation
Not yet Implemented: Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, this program is now expected to be implemented in Calendar Year 2025 (for investigation).

ITEM 7.5
Program H-3.2.5.

Investigate opportunities
to provide rental relief for
residents at risk for
homelessness. If feasible
and economical,
implement such
opportunities. Prioritize
rental relief for residents
residing in census tracts
626.46 and 626.47 due to
those areas being
identified in this Housing
Element as susceptible to
displacement and having
the highest renter
vulnerability indices, as
feasible and economical.

Policy Objective H-3.2. Protect existing
residents from displacement.

Calendar Year 2024 for
Investigation
Not yet Implemented: Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, this program is now expected to be implemented in Calendar Year 2025 (for investigation).

Program H-4.1.1. Host an
annual public forum to:
 Provide public
education related to the
purpose and scope of the
housing element, as well
as progress in its
implementation; and
 Solicit public input on
the implementation of the
housing element, existing
and projected housing
needs for all economic
segments, and resources
and constraints relevant to
meeting housing needs.

Policy Objective H-4.1. Conduct annual
monitoring of the housing element.

Annually; Beginning in
Calendar Year 2023
Not yet Implemented: The City Council adopted the 2021‐2029 General Plan Housing Element in August 2023. Due to the prioritization of Program H-1.1.1 (Rezoning) and staffing constraints, the first annual public forum is now expected to be held in Calendar Year 2025.

Program H-4.1.2. Prepare
and submit an annual
report to the City
Council, California
Governor’s Office of
Planning and Research,
and HCD with:
 The information
required by California
Government Code Section
65400(a)(2), in the form
and manner specified; and
 A statement regarding
the general plan’s internal
consistency and, if
necessary, the
identification of corrective
actions that will be taken
to resolve any internal
inconsistency.

Policy Objective H-4.1. Conduct annual
monitoring of the housing element. Annually; Prior to April 1 Annually: 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 2024 General Plan Annual Report was held concurrent with the City Council’s regular meeting on March 19, 2025. A final copy of the report will be submitted to OPR and HCD after the March 19, 2025 meeting.

Program H-4.2.1. Deliver
each adopted housing
element (including
amendments thereto) to
the El Toro Water District,
in accordance with
California Government
Code Section 65589.7(a).

Policy Objective H-4.2. Coordinate
implementation of this housing element
with the water and sewer agency.

Immediately Following
Each Adoption
As Needed: Adopted housing elements will be delivered to the El Toro Water District as required by California Government Code Section 65589.7(a).

ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning 6th Cycle 10/15/2021 - 10/15/2029
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020
ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
The description should adequately document
how each unit complies with subsection (c)
of Government Code Section 65583.1+.

For detailed reporting requirements, see the
chcklist here:

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

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

Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting
Period 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
2 3
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome
Non Deed
Restricted
Summary Row: Start Data Entry Below 0 0
Above Moderate Income Units Converted to Moderate Income Pursuant to For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were for the unit. Before adding information to this table, please ensure housing developments meet the requ Project Identifier Unit Types
1 ITEM 7.5
Note: "+" indicates an
optional field
Cells in grey contain auto-calculation formulas
Notes
6 Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Moderate Income
Units Converted from
Above Moderate
Date
Converted Notes
0 0 0 0 0 0
Table F2
verted to Moderate Income Pursuant to Government Code section 65400.2 units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions ase ensure housing developments meet the requirements described in Government Code 65400.2(b). 4 5
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA
ITEM 7.5
Jurisdiction Laguna Woods
Reporting
Period 2024
(Jan. 1 - Dec.
31)
Period 6th Cycle 10/15/2021 - 10/15/2029 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Realistic
Capacity
Identified in the
Housing
Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting
ITEM 7.5
Jurisdiction Laguna Woods Note: "+" indicates an optional field Reporting
Period 2024
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
NOTE: This table must contain an invenory of
ALL surplus/excess lands the reporting
jurisdiction owns
Summary Row: Start Data Entry Below
Parcel Identifier

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For Orange County jurisdictions, please format the APN's as follows:999-999-99 ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRE
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implement
Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Project Type Date
2 3
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Summary Row: Start Data Entry Below
Table J
Student housing development for lower income students for which was granted a density bonus pursuan Project Identifier
1 NOTE: STUDENT HOUSING WITH DENSITY BONUS
ONLY. This table only needs to be completed if there
were student housing projects WITH a density bonus
approved pursuant to Government Code65915(b)(1)(F)
Annual Progress Report January 2020
ITEM 7.5

ELEMENT PROGRESS REPORT
Element Implementation
Units
(Beds/Student
Capacity) Granted
Notes
5 6
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Additional
Beds Created Due
to Density Bonus
Notes
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Units (Beds/Student Capacity) Approved
4 Annual Progress Report January 2020
ITEM 7.5
Jurisdiction Laguna Woods ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2024 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 10/15/2021 - 10/15/2029
No
Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage containing authorizing local ordinance and supporting materials.

Notes
Table K
Tenant Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational.

ITEM 7.5
Jurisdiction Laguna Woods
Reporting Year 2024 (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 $8,623.00 $8,623.00 None
Necessary for implementing - Updated Housing
Needs Assessment
Housing Constraints Analysis $886.00 $886.00 None
Necessary for implementing - Updated Housing
Constraints Analysis
Technical Assistance $19,039.00 $19,039.00 None
Necessary for implementing - As-needed consultant
support
California Environmental Quality
Act (CEQA) $36,452.00 $36,452.00 Local General Fund Necessary for implementing - environmental review Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
0 0
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
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
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
Completed

ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Completed
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
Completed
Completed
ITEM 7.5
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7.6 RIDGE ROUTE DRIVE DRAINAGE REPAIR

PROJECT
(NO REPORT)
For additional information on this item,
please refer to Item 7.0 (Consent Calendar Summary).

This page is intentionally blank.

8.1 BUILDING, PLANNING, ENCROACHMENT,

AND GRADING PERMIT FEES
This page is intentionally blank.

ITEM 8.1
CC  03-19-2025 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 19, 2025 Regular Meeting
SUBJECT: Building, Planning, Encroachment, and Grading Permit Fees Recommendation

1. Receive staff report.

AND

2. Open public hearing.

AND

3. Receive public testimony.

AND

4. Close public hearing.

AND

5. Adopt a resolution titled:

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; AND

DETERMINING AND CERTIFYING THAT THIS ACTION IS NOT
ITEM 8.1
ITEM 8.1 – AR Page 2 of 4 CC  03-19-2025 RM

SUBJECT TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT
PURSUANT TO TITLE 14 OF THE CALIFORNIA CODE OF

REGULATIONS
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 other programs, projects, and services.

To assist with the preparation of the Building, Planning, Encroachment, and Grading Permit Fee Study, ClearSource Financial prepared a Central Service Cost Allocation Plan and Indirect Cost Rate Calculation-Full Cost Plan 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 26%.

The City Council most recently approved building, planning, encroachment, and grading permit fees on June 21, 2023, which took effect on August 21, 2023. Due to staff’s then-ongoing analysis of whether building services should continue to be principally provided by contract service providers, fees were reviewed but not adjusted in the 2024 calendar year.

Discussion
At today’s meeting, the City Council will conduct a public hearing regarding the proposed Building, Planning, Encroachment, and Grading Permit Fee Schedule (Attachment B), after which adoption will be considered. In accordance with state ITEM 8.1
CC  03-19-2025 RM ITEM 8.1 – AR Page 3 of 4
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 July 1, 2025 to align with the beginning of Fiscal Year 2025-26.

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.

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

The proposed fee schedule is based on the assumption that the City will principally provide building services using employee, rather than consultant, labor. If the City continues to use consultant labor, the proposed building fees would increase.

Environmental Review
The City Council is asked to find 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.

The City Council is also be asked to find that, 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, the City Council is asked to find that this action is exempt from CEQA ITEM 8.1
ITEM 8.1 – AR Page 4 of 4 CC  03-19-2025 RM
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.

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 - March 2025 -
ITEM 8.1 - 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 8.1 - 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 101 individual building fee categories were examined as part of this study. o The current cost recovery level for most fees is 97%. 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 3% increase for most of the City’s construction permit fees.
o The former “Fire Assessment Fee” was deleted as it is not currently used and the “Work Without Permit – Non-Destructive Inspection Required” fee was clarified to state that it is only charged when two or more non-destructive inspections are required.

ITEM 8.1 - Attachment A
2 • Planning
o 31 individual planning fee categories were examined as part of this study. o The current cost recovery level for most fees is 98%. 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 2% increase for most of the City’s planning fees.
• 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 $199 fully-burdened hourly rate for fee-related engineering services. The prior study calculated a $188 fully-burdened hourly rate. o Recalibrating fees to recover 100% of the cost of service will result in a 5% 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 8.1 - 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 8.1 - 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 8.1 - 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 and contract services expenditures were based on forecasts of Fiscal Year 2024/25 and Fiscal Year 2025/26 salary, benefits, and contract services expenditures. • All other services and supplies expenditures were based on Fiscal Year 2024/25 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 8.1 - 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.
• 101 individual building fee categories were examined as part of this study. • The current cost recovery level for most fees is 97%. 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 3% increase for most of the City’s construction permit fees.
• The former “Fire Assessment Fee” was deleted as it is not currently used and the “Work Without Permit – Non-Destructive Inspection Required” fee was clarified to state that it is only charged when two or more non-destructive inspections are required.

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 current cost recovery level for most fees is 98%. 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 2% increase for most of the City’s planning fees.

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. • The cost of service study calculated a $199 fully-burdened hourly rate for fee-related engineering services. The prior study calculated a $188 fully-burdened hourly rate.

ITEM 8.1 - Attachment A
7 • Recalibrating fees to recover 100% of the cost of service will result in a 5% 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 8.1 - 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 8.1 - Attachment A
Contents Page
Calculation of Fully-Burdened Hourly Rates
Building A - 3
Planning A - 7
Encroachment Permits and Grading Permits A - 11
Calculation of the Costs of Providing Fee Related Services Building A - 14
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 8.1 - Attachment A
Calculation of Fully-Burdened Hourly Rates
A - 2
ITEM 8.1 - Attachment A
Calculation of Fully-Burdened Hourly Rate
Building
A - 3
ITEM 8.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Allocation of Annual Labor Effort - Building Division
Position Yearly Hourly FTE Yearly
Total Hours
Per FTE
Less:

Holiday &
Productive
Hours Per
Total
Productive Notes
Building Official $152,786 $73 1.00 $152,786 2,080 216 1,864 1,864 [a],[b] Building Inspector $112,912 $54 1.00 $112,912 2,080 216 1,864 1,864 [a],[b] Building Inspector $112,913 $54 1.00 $112,913 2,080 216 1,864 1,864 [a],[b] Building Inspector $112,914 $54 1.00 $112,914 2,080 216 1,864 1,864 [a],[b] Permit Technician $85,862 $41 1.00 $85,862 2,080 216 1,864 1,864 [a],[b] Permit Technician $85,863 $41 1.00 $85,863 2,080 216 1,864 1,864 [a],[b] Total 6.00 $663,250 11,184
Contract Services
Description Total
Est Hrly
Cost Total Hours Notes
Annual Contract Services $52,800 $140 377 [c]
Total Productive Hours Total Notes
In-House 11,184
Contract 377
Total 11,561
Allocation of Hours Share Total Notes
Indirect 32% 3,700 [b]
Direct 68% 7,862 [b]
Total 100% 11,561
[a] Source: FY 25/26 forecast positions.
[b] Direct/Indirect hours are intended to serve as reasonable estimates. Amounts will vary from year-to-year depending on activity, projects, and City Council priorities. [c] Amounts intended to serve as reasonable estimates of market rates for contract service providers (plan review services).

ITEM 8.1 - 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 Expenditures - Building Division [a] Description Forecast Notes
Salaries, Full-time $663,250
Fringe Benefits $108,000
Supplemental Allowances $3,816
Payroll Taxes $51,411
Retirement (Employer Contribution) $54,652
Benefit Administration $12
Total - Labor Expenditures $881,141
Recurring Non-Labor Expenditures
Description Forecast Adjustment Subtotal Notes
General Expenses
Contract Services, Plan Review $52,800 $0 $52,800 [b]
Building Services, Printing $2,000 $0 $2,000
Building Services, Publications $650 $0 $650
Building Services, Software $66,632 $0 $66,632
Building Services, State Fees $9,240 $0 $9,240
Code Enforcement Services $65,210 ($65,210) $0 [c]
Community Waste Events and Collections $67,196 ($67,196) $0 [c] Planning Services $90,000 ($90,000) $0 [c]
Waste Management Services $31,224 ($31,224) $0 [c]
Water Quality Services $135,462 ($135,462) $0 [c]
Compensation & Benefits (Administrators)
Salaries, Full-time $186,237 ($186,237) $0 [d]
Fringe Benefits $24,000 ($15,600) $8,400 [d]
Supplemental Allowances $1,908 ($1,240) $668 [d]
Payroll Taxes $16,706 ($10,859) $5,847 [d]
Retirement (Employer Contribution) $23,005 ($14,953) $8,052 [d] Total $772,270 ($617,981) $154,289
A - 5
ITEM 8.1 - 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 Top Step Salary Share to Bldg Notes
Development Manager 1.00 $125,882 30% [e]
Total 1.00 $125,882
Description
Dept OH
Personnel
Share to
Building Total Notes
Estimated Departmental Overhead $125,882 30% $37,764 [e] Citywide Overhead
Description
C'wide Indirect
Rate
Modified Direct
Expenditures
Bldg Share of
C'wide
Overhead Notes
Estimated Citywide Overhead 26% $1,073,194 $279,030 [f][g] Calculation of Fully-Burdened Hourly Rate
Description Total Notes
Costs $1,352,224
Direct Hours 7,862 [a]
Fully-Burdened Hourly Rate $172
Notes
[d] These expenses have been adjusted out to avoid double counting. They are accounted for in the departmental overhead section of this model. [e] Amount represents typical on-going support provided to Building. [f] See Citywide Overhead Cost Allocation Plan for FY 25/26 - Full Cost Version. [g] 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 "Allocation of Annual Labor Effort - Building". [b] Amount represents anticipated contract service expense for, as needed, building plan review services. [c] Adjustment to exclude costs not linked to building fee-related services.

A - 6
ITEM 8.1 - Attachment A
Calculation of Fully-Burdened Hourly Rate
Planning
A - 7
ITEM 8.1 - Attachment A
City of Laguna Woods
Study of Building, Planning, Encroachment, and Grading Permit Fees Allocation of Annual Labor Effort - Planning Division
Position
Yearly Top
Step Hourly FTE Yearly
Total Hours
Per FTE
Less:

Holiday &
Leave
Productive
Hours Per
FTE
Total
Productive
Hours Notes
Development Manager $125,882 $61 0.70 $88,117 2,080 216 1,864 1,305 [a],[b] Conservation Administrator $125,544 $60 - $0 2,080 216 1,864 - [a],[b] Total 0.70 $88,117 1,305
Contract Services
Description Total
Est Hrly
Cost Total Hours Notes
Planning Services $90,000 $140 643 [c]
Total Productive Hours Total Notes
In-House 1,305
Contract 643
Total 1,948
Allocation of Hours Share Total Notes
Indirect 30% 584 [b]
Direct 70% 1,363 [b]
Total 100% 1,948
[a] Source: FY 25/26 forecast positions.
[b] Direct/Indirect hours are intended to serve as reasonable estimates. Amounts will vary from year-to-year depending on activity, projects, and City Council priorities. [c] Amounts intended to serve as reasonable estimates of market rates for contract service providers (plan review services).

A - 8
ITEM 8.1 - 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 Expenditures - Building Division Description Forecast Adjustment Subtotal Notes
Salaries, Full-time $663,250 ($663,250) $0 [a]
Fringe Benefits $108,000 ($108,000) $0 [a]
Supplemental Allowances $3,816 ($3,816) $0 [a]
Payroll Taxes $51,411 ($51,411) $0 [a]
Retirement (Employer Contribution) $54,652 ($54,652) $0 [a] Benefit Administration $12 ($12) $0 [a]
Total - Labor Expenditures $881,141 ($881,141) $0
Recurring Non-Labor Expenditures
Description Forecast Adjustment Subtotal Notes
General Expenses
Contract Services, Plan Review $52,800 ($52,800) $0 [a] Building Services, Printing $2,000 ($2,000) $0 [a]
Building Services, Publications $650 ($650) $0 [a]
Building Services, Software $66,632 ($66,632) $0 [a]
Building Services, State Fees $9,240 ($9,240) $0 [a]
Code Enforcement Services $65,210 ($65,210) $0 [a]
Community Waste Events and Collections $67,196 ($67,196) $0 [a] Planning Services $90,000 $0 $90,000 [b]
Waste Management Services $31,224 ($31,224) $0 [a]
Water Quality Services $135,462 ($135,462) $0 [a]
Compensation & Benefits (Administrators)
Salaries, Full-time $186,237 ($121,054) $65,183 [c]
Fringe Benefits $24,000 ($15,600) $8,400 [c]
Supplemental Allowances $1,908 ($1,240) $668 [c]
Payroll Taxes $16,706 ($10,859) $5,847 [c]
Retirement (Employer Contribution) $23,005 ($14,953) $8,052 [c] Total $772,270 ($594,120) $178,150
A - 9
ITEM 8.1 - 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 Citywide Overhead
Description
C'wide Indirect
Rate
Modified Direct
Expenditures
Bldg Share of
C'wide
Overhead Notes
Estimated Citywide Overhead 26% $178,150 $46,319 [d][e] Calculation of Fully-Burdened Hourly Rate
Description Total Notes
Costs $224,468 [c]
Direct Hours 1,363 [f]
Fully-Burdened Hourly Rate $165
Notes
[e] Planning share of estimated citywide overhead calculated as follows: citywide indirect cost rate * modified direct expenditures for planning fee-related services. [f] See worksheet labeled "Allocation of Annual Labor Effort - Planning". [a] Adjustment to exclude costs not linked to planning fee-related services. [b] Amount represents anticipated contract service expense for, as needed, planning services. Services may be linked to current or advanced planning. [c] Although amounts include salary and benefit costs for development manager and conservation administrator positions, only planning related costs will be recovered from fees. [d] See Citywide Overhead Cost Allocation Plan for FY 25/26 - Full Cost Version.

A - 10
ITEM 8.1 - Attachment A
Calculation of Fully-Burdened Hourly Rate
Encroachment Permits and Grading Permits
A - 11
ITEM 8.1 - 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 $158 per hour [a]
Total $158 per hour
Recurring Non-Labor Expenditures
Description Forecast Adjustment Subtotal Notes
General Expenses
Engineering Services $49,845 ($49,845) $ - [b]
Landscaping Services $85,000 ($85,000) $ - [b]
Landscaping Services, M2 Maint of Effort $110,000 ($110,000) $ - [b] Utilities
Utilities, Street Lights, Residential $41,000 ($41,000) $ - [b] Compensation & Benefits
Salaries, Full-time $67,486 ($67,486) $ - [c]
Fringe Benefits (Less M2 Maintenance of Effort) $12,000 ($12,000) $ - [c] Supplemental Allowances (Less M2 Maintenance of Effort) $2,154 ($2,154) $ - [c] Payroll Taxes (Less M2 Maintenance of Effort) $8,297 ($8,297) $ - [c] Retirement (Less M2 Maintenance of Effort) $7,073 ($7,073) $ - [c] Subtotal $382,855 ($382,855) $ -
Citywide Overhead
Description
C'wide Indirect
Rate Notes
Estimated Citywide Overhead 26% [d]
Calculation of Fully-Burdened Hourly Rate
Description
Contract Svcs.

Hourly Rate
Citywide
Overhead Rate Total
Hourly Rate for Encroachment Permitting Services $158 $41 $199 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 Public Works Administrator 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 25/26 - Full Cost Version.

A - 12
ITEM 8.1 - Attachment A
Calculation of the Costs of Providing Fee Related Services A - 13
ITEM 8.1 - Attachment A
Calculation of the Costs of Providing Fee Related Services Building
A - 14
ITEM 8.1 - 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 $172 = $106 $103 97% $106 100% 2 Water Heater Relocation 1.08 x $172 = $186 $181 97% $186 100% 3 Tub to Tub Insert Only 1.17 x $172 = $201 $195 97% $201 100% 4 Tub to Tub Tile Back Only 1.58 x $172 = $272 $264 97% $272 100% 5 Shower to Shower Insert Only 1.17 x $172 = $201 $195 97% $201 100% 6 Shower to Shower Tile Only 2.00 x $172 = $344 $334 97% $344 100% 7 Tub to Shower Only 2.00 x $172 = $344 $334 97% $344 100% 8 Water/Drain Line (Install/Alter/Repair) w/out Structural 0.62 x $172 = $106 $103 97% $106 100% 9 Water/Drain Line (Install/Alter/Repair) with Structural 1.58 x $172 = $272 $264 97% $272 100% 10 Line Repair (CIPP)/Svc Install - First 30 LF 0.67 x $172 = $115 $111 97% $115 100% 11 Line Repair (CIPP)/Svc Install - Each Add'l 30 LF 0.42 x $172 = $72 $70 97% $72 100% 12 Plumbing Repipe 1.49 x $172 = $257 $250 97% $257 100% 13 New HVAC / HVAC Change in Type - Residential 1.17 x $172 = $201 $195 97% $201 100% 14 Ventilation Modifications 1.29 x $172 = $221 $215 97% $221 100% 15 Electrical - New Fixtures/Receptacles 0.67 x $172 = $115 $111 97% $115 100% 16 Mechanical - New Fixtures/Receptacles 0.67 x $172 = $115 $111 98% $115 100% 17 Plumbing - New Fixtures/Receptacles 0.67 x $172 = $115 $111 98% $115 100% 18 Electrical Panel Modification 2.07 x $172 = $356 $346 97% $356 100% 19 Electrical Panel Change Out 1.11 x $172 = $191 $186 97% $191 100% 20 New Washer/Dryer Hook Up 0.83 x $172 = $142 $138 97% $142 100% 21 Electrical Wheelchair Lift 3.25 x $172 = $559 $543 97% $559 100% 22 Temporary Power Pole 0.87 x $172 = $149 $145 97% $149 100% 23 Re-Roof (Tile, Single-Ply) - First 1,000 SF 1.03 x $172 = $178 $173 97% $178 100% 24 Re-Roof (Tile, Single-Ply) - Each Add'l 1,000 SF 0.20 x $172 = $34 $33 97% $34 100% [b] 25 Re-Roof (All Other) - First 1,000 SF 1.25 x $172 = $215 $209 97% $215 100% 26 Re-Roof (All Other) - Each Add'l 5,000 SF 0.20 x $172 = $34 $33 97% $34 100% [b] 27 Fenestration - Skylights/Solartubes - Fire-Rated 1.17 x $172 = $201 $195 97% $201 100% 28 Fenestration - Skylights/Solartubes - Non-Rated 0.88 x $172 = $151 $146 97% $151 100% 29 Fenestration - Window Retrofit 0.96 x $172 = $165 $160 97% $165 100% 30 Fenestration - Doors/Windows (One New - Framed) 1.38 x $172 = $237 $230 97% $237 100% [c] 31 Structural, Drywall 0.92 x $172 = $158 $153 97% $158 100% 32 Structural, Insulation, Drywall 1.33 x $172 = $229 $223 97% $229 100% 33 Lath 1.45 x $172 = $249 $242 97% $249 100%
34 Structural, Insulation, Lath 2.17 x $172 = $373 $362 97% $373 100% 35 Structural, Insulation, Shear, Lath 3.58 x $172 = $616 $598 97% $616 100% 36 Fire Sprinkler Plans - New 1.33 x $172 = $229 $223 97% $229 100% 37 Fire Sprinkler Plans - Modified 0.83 x $172 = $143 $139 97% $143 100% 38 Reserved
A - 15
ITEM 8.1 - 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
39 Framing/Structural - 1 inspection 1.92 x $172 = $330 $320 97% $330 100% [d] 40 Framing/Structural - 2 inspections 2.33 x $172 = $401 $390 97% $401 100% [d] 41 Framing/Structural - 3 inspections 2.75 x $172 = $473 $459 97% $473 100% [d] 42 Framing/Structural - More than 3 inspections
a) Base Fee (covers up to 3 inspections) 2.75 x $172 = $473 $459 97% $473 100% [d] b) Each additional inspection 0.42 x $172 = $72 $70 97% $72 100% [d] 43 Temporary Shade Structure (Commercial) 1.92 x $172 = $330 $320 97% $330 100% 44 Patio/Balcony Cover/Enclosure - Standard, Open, Pre-Engineered 1.33 x $172 = $229 $223 97% $229 100% 45 Patio/Balcony Cover/Enclosure - Standard, Enclosed, Pre-Engineered 2.00 x $172 = $344 $334 97% $344 100% 46 Patio/Balcony Cover/Enclosure - Site Specific Engineering 3.38 x $172 = $581 $564 97% $581 100% 47 Patio Conversion 6.67 x $172 = $1,147 $1,113 97% $1,147 100% 48 Atrium Conversion 6.67 x $172 = $1,147 $1,113 97% $1,147 100% 49 Garage Conversion/Alteration 5.83 x $172 = $1,003 $974 97% $1,003 100% 50 Alteration - Residential (Res.) Kitchen 2.58 x $172 = $444 $431 97% $444 100% 51 Alteration - Res. Kitchen, plus HVAC OR Fenestration 3.00 x $172 = $516 $501 97% $516 100% 52 Alteration - Res. Kitchen, plus HVAC AND Fenestration/Other 3.42 x $172 = $588 $571 97% $588 100% [e] 53 Alteration - Res. Kitchen, plus 1 Bath 3.00 x $172 = $516 $501 97% $516 100% 54 Alteration - Res. Kitchen, plus 2+ Bath (Includes bathroom splits) 3.42 x $172 = $588 $571 97% $588 100% 55 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC OR Fenestration/Other 3.42 x $172 = $588 $571 97% $588 100% [e] 56 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC OR Fenestration/Other 3.83 x $172 = $659 $640 97% $659 100% [e] 57 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC AND Fenestration/Other 3.83 x $172 = $659 $640 97% $659 100% [e] 58 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC AND Fenestration/Other 4.25 x $172 = $731 $710 97% $731 100% [e] 59 Alteration/Remodel - Res. 1 Bath 1.75 x $172 = $301 $292 97% $301 100% 60 Alteration/Remodel - Res. 2+ Baths (includes bathroom splits) 2.58 x $172 = $444 $431 97% $444 100% 61 Alteration - Res. 2+ Baths (incl. split), plus HVAC/Other 3.00 x $172 = $516 $501 97% $516 100% [e] 62 Room Addition 6.00 x $172 = $1,032 $1,002 97% $1,032 100% 63 Alteration/Remodel w/ Room Addition 8.50 x $172 = $1,462 $1,420 97% $1,462 100% 64 Sign (Wall) - First 1.17 x $172 = $201 $195 97% $201 100% 65 Sign (Wall) - Each Add'l 0.08 x $172 = $14 $14 97% $14 100% 66 Sign (Monument) - First 1.92 x $172 = $330 $320 97% $330 100% 67 Sign (Monument) - Each Add'l 0.17 x $172 = $29 $28 97% $29 100% 68 Antenna - Telecommunications 3.67 x $172 = $631 $612 97% $631 100% 69 Antenna - Equipment Shelter 1.75 x $172 = $301 $292 97% $301 100% 70 Solar - Residential Systems (Expedited Process) 1.67 x $172 = $287 $278 97% $287 100% [f] 71 Solar - Residential Systems (All Others) - See note for > 15kW or 10kWth 3.00 x $172 = $516 $450 87% $450 87% [f] 72 Solar - Commercial Systems - See note for > 50kW or 30kWth 8.50 x $172 = $1,462 $1,000 68% $1,000 68% [g] 73 Demolition - Residential 1.17 x $172 = $201 $195 97% $201 100% 74 Demolition - Non-Residential 2.50 x $172 = $430 $418 97% $430 100% A - 16
ITEM 8.1 - 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
75 Certificate of Occupancy - Temporary 0.62 x $172 = $106 $103 97% $106 100% 76 Certificate of Occupancy 1.87 x $172 = $321 $312 97% $321 100% 77 Sleeping Room Covenant - Recording Fee 0.75 x $172 = $129 $125 97% $129 100% 78 Miscellaneous/All Other - First Inspection 0.62 x $172 = $106 $103 97% $106 100% 79 Miscellaneous/All Other - Each Add'l Inspection 0.42 x $172 = $72 $70 97% $72 100% 80 Miscellaneous/All Other - Plan Check (Per Hr) 1.00 x $172 = $172 $167 97% $172 100% 81 Plan Revision - Non-Structural - (Per Hr) 1.00 x $172 = $172 $167 97% $172 100% 82 Plan Revision - Structural - (Per Hr) 1.00 x $172 = $172 $167 97% $172 100% 83 Work Without Permit - 2+ Non-Destructive Inspections Required 1.33 x $172 = $229 $223 97% $229 100% [h] 84 Work Without Permit - Destructive Inspection Required 2.33 x $172 = $401 $390 97% $401 100% 85 Re-Inspection - Missed Appointment 0.42 x $172 = $72 $70 97% $72 100% 86 Inspection Outside of Normal Business Hours (Per Hr) 1.25 x $172 = $215 $209 97% $215 100% 87 Expedited Plan Review of Residential Remodels 125% of standard fee 125% of standard
98% 125% of standard
fee
100%
88 Additional Inspections 0.62 x $172 = $106 $103 97% $106 100% 89 Replacement Job Card 0.20 x $172 = $34 $33 97% $34 100% 90 Permit Extension 0.50 x $172 = $86 $84 97% $86 100%
91 Change of Contractor, Architect, Owner Processing 0.50 x $172 = $86 $84 97% $86 100% 92 Expired Permit 1.00 x $172 = $172 $167 97% $172 100% 93 Cancelled Permit Refund Processing Fee 0.50 x $172 = $86 $84 97% $86 100% 94 Copy and Printing Charge 0.08 x $172 = $14 $14 97% $14 100% 95 State Energy Form Assistance (Upon Request) (Per Page) 0.25 x $172 = $43 $4 9% $4 9% 96 Building and Safety Appeal Application 1.00 x $172 = $172 $167 97% $172 100% 97 Alternate Materials Method Review (Per Hr) 1.00 x $172 = $172 $167 97% $172 100% A - 17
ITEM 8.1 - 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
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. [h] No Work Without Permit fee is charged for permits that require only one non-destructive inspection. * 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 8.1 - Attachment A
City of Laguna Woods
Fee Study
Cost of Service Calculation - Building Fees
(New Construction & Tenant Improvements)
Hourly Rate $172 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 $1,290 $30.10 $1,290 $55.90 $2,580 $86.00 2,000 10.13 12.38 22.50 $1,742 $19.35 $2,129 $23.65 $3,870 $43.00 5,000 13.50 16.50 30.00 $2,322 $11.61 $2,838 $14.19 $5,160 $25.80 10,000 16.88 20.63 37.50 $2,903 $5.38 $3,548 $16.13 $6,450 $21.50 20,000 20.00 30.00 50.00 $3,440 varies $5,160 varies $8,600 varies > 20,000 varies varies varies varies varies varies varies varies varies 2 100 1.75 3.25 5.00 $301 $100.33 $559 $186.33 $860 $286.67 250 2.63 4.88 7.50 $452 $60.20 $839 $111.80 $1,290 $172.00 500 3.50 6.50 10.00 $602 $30.10 $1,118 $55.90 $1,720 $86.00 1,000 4.38 8.13 12.50 $753 $14.05 $1,398 $26.09 $2,150 $40.13 2,500 5.60 10.40 16.00 $963 varies $1,789 varies $2,752 varies > 2,500 varies varies varies varies varies varies varies varies varies 3 500 12.00 12.00 24.00 $2,064 $48.16 $2,064 $89.44 $4,128 $137.60 2,000 16.20 19.80 36.00 $2,786 $30.96 $3,406 $37.84 $6,192 $68.80 5,000 21.60 26.40 48.00 $3,715 $18.58 $4,541 $22.70 $8,256 $41.28 10,000 27.00 33.00 60.00 $4,644 $8.60 $5,676 $25.80 $10,320 $34.40 20,000 32.00 48.00 80.00 $5,504 varies $8,256 varies $13,760 varies > 20,000 varies varies varies varies varies varies varies varies varies 4 250 1.40 2.60 4.00 $241 $48.16 $447 $89.44 $688 $137.60 500 2.10 3.90 6.00 $361 $24.08 $671 $44.72 $1,032 $68.80 1,000 2.80 5.20 8.00 $482 $8.03 $894 $14.91 $1,376 $22.93 2,500 3.50 6.50 10.00 $602 $7.83 $1,118 $14.53 $1,720 $22.36 5,000 4.64 8.61 13.25 $798 varies $1,481 varies $2,279 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 8.1 - Attachment A
City of Laguna Woods
Fee Study
Cost of Service Calculation - Building Fees
(New Construction & Tenant Improvements)
Hourly Rate $172
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
$1,253 $29.23 $1,253 $54.28 $2,505 $83.50 $2,505 $2,580 97% $2,580 100% $1,691 $18.79 $2,067 $22.96 $3,758 $41.75 $3,758 $3,870 97% $3,870 100% $2,255 $11.27 $2,756 $13.78 $5,010 $25.05 $5,010 $5,160 97% $5,160 100% $2,818 $5.22 $3,444 $15.66 $6,263 $20.88 $6,263 $6,450 97% $6,450 100% $3,340 varies $5,010 varies $8,350 varies $8,350 $8,600 97% $8,600 100% varies varies varies varies varies deposit
$292 $97.42 $543 $180.92 $835 $278.33 $835 $860 97% $860 100% $438 $58.45 $814 $108.55 $1,253 $167.00 $1,253 $1,290 97% $1,290 100% $585 $29.23 $1,086 $54.28 $1,670 $83.50 $1,670 $1,720 97% $1,720 100% $731 $13.64 $1,357 $25.33 $2,088 $38.97 $2,088 $2,150 97% $2,150 100% $935 varies $1,737 varies $2,672 varies $2,672 $2,752 97% $2,752 100% varies varies varies varies varies deposit
$2,004 $46.76 $2,004 $86.84 $4,008 $133.60 $4,008 $4,128 97% $4,128 100% $2,705 $30.06 $3,307 $36.74 $6,012 $66.80 $6,012 $6,192 97% $6,192 100% $3,607 $18.04 $4,409 $22.04 $8,016 $40.08 $8,016 $8,256 97% $8,256 100% $4,509 $8.35 $5,511 $25.05 $10,020 $33.40 $10,020 $10,320 97% $10,320 100% $5,344 varies $8,016 varies $13,360 varies $13,360 $13,760 97% $13,760 100% varies varies varies varies varies deposit
$234 $46.76 $434 $86.84 $668 $133.60 $668 $688 97% $688 100% $351 $23.38 $651 $43.42 $1,002 $66.80 $1,002 $1,032 97% $1,032 100% $468 $7.79 $868 $14.47 $1,336 $22.27 $1,336 $1,376 97% $1,376 100% $585 $7.60 $1,086 $14.11 $1,670 $21.71 $1,670 $1,720 97% $1,720 100% $774 varies $1,438 varies $2,213 varies $2,213 $2,279 97% $2,279 100% varies varies varies varies varies deposit
A - 20
ITEM 8.1 - Attachment A
City of Laguna Woods
Fee Study
Cost of Service Calculation - Building Fees
(New Construction & Tenant Improvements)
Hourly Rate $172
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
$1,290 $30.10 $1,290 $55.90 $2,580 $86.00 $2,580 $2,580 100% $2,580 100% $1,742 $19.35 $2,129 $23.65 $3,870 $43.00 $3,870 $3,870 100% $3,870 100% $2,322 $11.61 $2,838 $14.19 $5,160 $25.80 $5,160 $5,160 100% $5,160 100% $2,903 $5.38 $3,548 $16.13 $6,450 $21.50 $6,450 $6,450 100% $6,450 100% $3,440 varies $5,160 varies $8,600 varies $8,600 $8,600 100% $8,600 100% varies varies varies varies varies deposit
$301 $100.33 $559 $186.33 $860 $286.67 $860 $860 100% $860 100% $452 $60.20 $839 $111.80 $1,290 $172.00 $1,290 $1,290 100% $1,290 100% $602 $30.10 $1,118 $55.90 $1,720 $86.00 $1,720 $1,720 100% $1,720 100% $753 $14.05 $1,398 $26.09 $2,150 $40.13 $2,150 $2,150 100% $2,150 100% $963 varies $1,789 varies $2,752 varies $2,752 $2,752 100% $2,752 100% varies varies varies varies varies deposit
$2,064 $48.16 $2,064 $89.44 $4,128 $137.60 $4,128 $4,128 100% $4,128 100% $2,786 $30.96 $3,406 $37.84 $6,192 $68.80 $6,192 $6,192 100% $6,192 100% $3,715 $18.58 $4,541 $22.70 $8,256 $41.28 $8,256 $8,256 100% $8,256 100% $4,644 $8.60 $5,676 $25.80 $10,320 $34.40 $10,320 $10,320 100% $10,320 100% $5,504 varies $8,256 varies $13,760 varies $13,760 $13,760 100% $13,760 100% varies varies varies varies varies deposit
$241 $48.16 $447 $89.44 $688 $137.60 $688 $688 100% $688 100% $361 $24.08 $671 $44.72 $1,032 $68.80 $1,032 $1,032 100% $1,032 100% $482 $8.03 $894 $14.91 $1,376 $22.93 $1,376 $1,376 100% $1,376 100% $602 $7.83 $1,118 $14.53 $1,720 $22.36 $1,720 $1,720 100% $1,720 100% $798 varies $1,481 varies $2,279 varies $2,279 $2,279 100% $2,279 100% varies varies varies varies varies deposit
A - 21
ITEM 8.1 - Attachment A
Calculation of the Costs of Providing Fee Related Services Planning
A - 22
ITEM 8.1 - 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 $165 = $660 $644 Flat 98% $660 Flat 100% [a] 2 Address Establishment/Change 2.50 x $165 = $413 $403 Flat 98% $413 Flat 100% 3 Notice of Exemption 2.00 x $165 = $330 $322 Flat 98% $330 Flat 100% [b] 4 Outdoor Seating Permit 2.50 x $165 = $413 $403 Flat 98% $413 Flat 100% 5 Sign Permit - Part of Sign Program 0.75 x $165 = $124 $121 Flat 98% $124 Flat 100% 6 Sign Permit - Permanent 2.00 x $165 = $330 $322 Flat 98% $330 Flat 100% 7 Sign Permit - Temporary 0.50 x $165 = $83 $81 Flat 98% $83 Flat 100% 8 Sign Permit - Community Facilities/Open Space Annual 0.50 x $165 = $83 $81 Flat 98% $83 Flat 100% 9 Special Event Permit 2.00 x $165 = $330 $322 Flat 98% $330 Flat 100% 10 Temporary Use Permit 4.00 x $165 = $660 $644 Flat 98% $660 Flat 100% 11 Tree Removal Permit 1.50 x $165 = $248 $242 Flat 98% $248 Flat 100% 12 Wireless Use Permit Filing Fee 11.50 x $165 = $1,898 $1,852 Flat 98% $1,898 Flat 100% [c] 13 Eligible Facility Request Permit Filing Fee 8.50 x $165 = $1,403 $1,369 Flat 98% $1,403 Flat 100% 14 Eligible Facility Request Permit Pre-Submittal Meeting 2.00 x $165 = $330 $322 Flat 98% $330 Flat 100% 15 Zoning Confirmation Letter 1.25 x $165 = $206 $201 Flat 98% $206 Flat 100% 16 Bingo Permit $50 Flat n/a $50 Flat [d]
17 Appeal (City Council) 14.50 x $165 = $2,393 $750 Flat 31% $750 Flat 31% Deposit-Based Fee Services [e]
18 Change Plan 16.00 x $165 = $2,640 $2,500 Deposit 98% $2,500 Deposit 100% 19 Conditional Use Permit 28.75 x $165 = $4,744 $4,500 Deposit 98% $4,500 Deposit 100% 20 Development Agreement 133.50 x $165 = $22,028 $10,000 Deposit 98% $10,000 Deposit 100% 21 Environmental Impact Report varies x $165 = varies $10,000 Deposit 98% $10,000 Deposit 100% 22 General Plan Amendment 131.50 x $165 = $21,698 $10,000 Deposit 98% $10,000 Deposit 100% 23 Zoning Code Amendment 131.50 x $165 = $21,698 $10,000 Deposit 98% $10,000 Deposit 100% 24 Initial Study/Neg. Dec./Mitigated Neg Dec. varies x $165 = varies $5,000 Deposit 98% $5,000 Deposit 100% 25 Sign Program 19.00 x $165 = $3,135 $3,000 Deposit 98% $3,000 Deposit 100% 26 Site Development Permit 28.00 x $165 = $4,620 $4,500 Deposit 98% $4,500 Deposit 100% 27 Lot Line Adjustment 16.00 x $165 = $2,640 $2,500 Deposit 98% $2,500 Deposit 100% 28 Specific Plan 133.50 x $165 = $22,028 $10,000 Deposit 98% $10,000 Deposit 100% 29 Variance 25.00 x $165 = $4,125 $4,000 Deposit 98% $4,000 Deposit 100% 30 Zone Change 116.50 x $165 = $19,223 $10,000 Deposit 98% $10,000 Deposit 100% 31 Other Services Not Identified varies x $165 = varies varies Deposit 98% 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 8.1 - Attachment A
Calculation of the Costs of Providing Fee Related Services Encroachment Permits and Grading Permits
A - 24
ITEM 8.1 - 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 $199 = $299 $280 flat 94% $295 flat 99% 2 Temporary Staging 1.50 x $199 = $299 $280 flat 94% $295 flat 99% 3 Traffic Control Only 2.00 x $199 = $398 $375 flat 94% $395 flat 99% 4 Utilities Structure Inspection 2.50 x $199 = $498 $470 flat 94% $495 flat 99% 5 Pole Replacement 2.50 x $199 = $498 $470 flat 94% $495 flat 99% Major Projects
6 Major Project [a]
a) First Day 4.00 x $199 = $796 $750 flat 94% $795 flat 100% b) Each Additional Day 1.50 x $199 = $299 $280 per day 94% $295 per day 99% 7 Projects Greater Than Two Weeks in Duration varies x $199 = varies $3,000 deposit varies $3,000 deposit 100% Grading Permits
1 Grading Plan Check and Inspection varies x $199 = 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 8.1 - Attachment A
Working Version of the Master Fee Schedule
A - 26
ITEM 8.1 - 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 $103 $106 97% $106 $3 100% 2 Water Heater Relocation $181 $186 97% $186 $5 100%
3 Tub to Tub Insert Only $195 $201 97% $201 $6 100%
4 Tub to Tub Tile Back Only $264 $272 97% $272 $8 100%
5 Shower to Shower Insert Only $195 $201 97% $201 $6 100% 6 Shower to Shower Tile Only $334 $344 97% $344 $10 100% 7 Tub to Shower Only $334 $344 97% $344 $10 100%
8 Water/Drain Line (Install/Alter/Repair) w/out Structural $103 $106 97% $106 $3 100% 9 Water/Drain Line (Install/Alter/Repair) with Structural $264 $272 97% $272 $8 100% 10 Line Repair (CIPP)/Svc Install - First 30 LF $111 $115 97% $115 $3 100% 11 Line Repair (CIPP)/Svc Install - Each Add'l 30 LF $70 $72 97% $72 $2 100% 12 Plumbing Repipe $250 $257 97% $257 $7 100%
13 New HVAC / HVAC Change in Type - Residential $195 $201 97% $201 $6 100% 14 Ventilation Modifications $215 $221 97% $221 $6 100% 15 Electrical - New Fixtures/Receptacles $111 $115 97% $115 $3 100% 16 Mechanical - New Fixtures/Receptacles $111 $115 98% $115 $3 100% 17 Plumbing - New Fixtures/Receptacles $111 $115 98% $115 $3 100% 18 Electrical Panel Modification $346 $356 97% $356 $10 100% 19 Electrical Panel Change Out $186 $191 97% $191 $6 100% 20 New Washer/Dryer Hook Up $138 $142 97% $142 $4 100%
21 Electrical Wheelchair Lift $543 $559 97% $559 $16 100% 22 Temporary Power Pole $145 $149 97% $149 $4 100%
23 Re-Roof (Tile, Single-Ply) - First 1,000 SF $173 $178 97% $178 $5 100% 24 Re-Roof (Tile, Single-Ply) - Each Add'l 1,000 SF $33 $34 97% $34 $1 100% [b] 25 Re-Roof (All Other) - First 1,000 SF $209 $215 97% $215 $6 100% 26 Re-Roof (All Other) - Each Add'l 5,000 SF $33 $34 97% $34 $1 100% [b] 27 Fenestration - Skylights/Solartubes - Fire-Rated $195 $201 97% $201 $6 100% 28 Fenestration - Skylights/Solartubes - Non-Rated $146 $151 97% $151 $4 100% 29 Fenestration - Window Retrofit $160 $165 97% $165 $5 100% 30 Fenestration - Doors/Windows (One New - Framed) $230 $237 97% $237 $7 100% [c] 31 Structural, Drywall $153 $158 97% $158 $5 100%
32 Structural, Insulation, Drywall $223 $229 97% $229 $7 100% 33 Lath $242 $249 97% $249 $7 100%
34 Structural, Insulation, Lath $362 $373 97% $373 $11 100% 35 Structural, Insulation, Shear, Lath $598 $616 97% $616 $18 100% 36 Fire Sprinkler Plans - New $223 $229 97% $229 $7 100% 37 Fire Sprinkler Plans - Modified $139 $143 97% $143 $4 100% 38 Reserved
39 Framing/Structural - 1 inspection $320 $330 97% $330 $10 100% [d] 40 Framing/Structural - 2 inspections $390 $401 97% $401 $12 100% [d] 41 Framing/Structural - 3 inspections $459 $473 97% $473 $14 100% [d] 42 Framing/Structural - More than 3 inspections
a) Base Fee (covers up to 3 inspections) $459 $473 97% $473 $14 100% [d] b) Each additional inspection $70 $72 97% $72 $2 100% [d] 43 Temporary Shade Structure (Commercial) $320 $330 97% $330 $10 100% 44 Patio/Balcony Cover/Enclosure - Standard, Open, Pre-Engineered $223 $229 97% $229 $7 100% 45 Patio/Balcony Cover/Enclosure - Standard, Enclosed, Pre-Engineered $334 $344 97% $344 $10 100% 46 Patio/Balcony Cover/Enclosure - Site Specific Engineering $564 $581 97% $581 $17 100% 47 Patio Conversion $1,113 $1,147 97% $1,147 $33 100%
City of Laguna Woods
Working Version of the Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items A - 27
ITEM 8.1 - 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 48 Atrium Conversion $1,113 $1,147 97% $1,147 $33 100%
49 Garage Conversion/Alteration $974 $1,003 97% $1,003 $29 100% 50 Alteration - Residential (Res.) Kitchen $431 $444 97% $444 $13 100% 51 Alteration - Res. Kitchen, plus HVAC OR Fenestration $501 $516 97% $516 $15 100% 52 Alteration - Res. Kitchen, plus HVAC AND Fenestration/Other $571 $588 97% $588 $17 100% [e] 53 Alteration - Res. Kitchen, plus 1 Bath $501 $516 97% $516 $15 100% 54 Alteration - Res. Kitchen, plus 2+ Bath (Includes bathroom splits) $571 $588 97% $588 $17 100% 55 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC OR Fenestration/Other $571 $588 97% $588 $17 100% [e] 56 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC OR Fenestration/Other $640 $659 97% $659 $19 100% [e] 57 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC AND Fenestration/Other $640 $659 97% $659 $19 100% [e] 58 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC AND Fenestration/Other
$710 $731 97% $731 $21 100% [e]
59 Alteration/Remodel - Res. 1 Bath $292 $301 97% $301 $9 100% 60 Alteration/Remodel - Res. 2+ Baths (includes bathroom splits) $431 $444 97% $444 $13 100% 61 Alteration - Res. 2+ Baths (incl. split), plus HVAC/Other $501 $516 97% $516 $15 100% [e] 62 Room Addition $1,002 $1,032 97% $1,032 $30 100%
63 Alteration/Remodel w/ Room Addition $1,420 $1,462 97% $1,462 $43 100% 64 Sign (Wall) - First $195 $201 97% $201 $6 100%
65 Sign (Wall) - Each Add'l $14 $14 97% $14 $0 100%
66 Sign (Monument) - First $320 $330 97% $330 $10 100%
67 Sign (Monument) - Each Add'l $28 $29 97% $29 $1 100% 68 Antenna - Telecommunications $612 $631 97% $631 $18 100% 69 Antenna - Equipment Shelter $292 $301 97% $301 $9 100% 70 Solar - Residential Systems (Expedited Process) $278 $287 97% $287 $8 100% [f] 71 Solar - Residential Systems (All Others) - See note for > 15kW or 10kWth $450 $516 87% $450 $0 87% [f] 72 Solar - Commercial Systems - See note for > 50kW or 30kWth $1,000 $1,462 68% $1,000 $0 68% [g] 73 Demolition - Residential $195 $201 97% $201 $6 100%
74 Demolition - Non-Residential $418 $430 97% $430 $13 100% 75 Certificate of Occupancy - Temporary $103 $106 97% $106 $3 100% 76 Certificate of Occupancy $312 $321 97% $321 $9 100%
77 Sleeping Room Covenant - Recording Fee $125 $129 97% $129 $4 100% 78 Miscellaneous/All Other - First Inspection $103 $106 97% $106 $3 100% 79 Miscellaneous/All Other - Each Add'l Inspection $70 $72 97% $72 $2 100% 80 Miscellaneous/All Other - Plan Check (Per Hr) $167 $172 97% $172 $5 100% 81 Plan Revision - Non-Structural - (Per Hr) $167 $172 97% $172 $5 100% 82 Plan Revision - Structural - (Per Hr) $167 $172 97% $172 $5 100% 83 Work Without Permit - 2+ Non-Destructive Inspections Required $223 $229 97% $229 $7 100% [h] 84 Work Without Permit - Destructive Inspection Required $390 $401 97% $401 $12 100% 85 Re-Inspection - Missed Appointment $70 $72 97% $72 $2 100% 86 Inspection Outside of Normal Business Hours (Per Hr) $209 $215 97% $215 $6 100% 87 Expedited Plan Review of Residential Remodels 125% of standard
98% 125% of
standard fee
100%
88 Additional Inspections $103 $106 97% $106 $3 100%
89 Replacement Job Card $33 $34 97% $34 $1 100%
90 Permit Extension $84 $86 97% $86 $3 100%
91 Change of Contractor, Architect, Owner Processing $84 $86 97% $86 $3 100% 92 Expired Permit $167 $172 97% $172 $5 100%
93 Cancelled Permit Refund Processing Fee $84 $86 97% $86 $3 100% 94 Copy and Printing Charge $14 $14 97% $14 $0 100%
A - 28
ITEM 8.1 - 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 95 State Energy Form Assistance (Upon Request) (Per Page) $4 $43 9% $4 $0 9% 96 Building and Safety Appeal Application $167 $172 97% $172 $5 100% 97 Alternate Materials Method Review (Per Hr) $167 $172 97% $172 $5 100% Notes
[h] No Work Without Permit fee is charged for permits that require only one non-destructive inspection. *** 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 8.1 - 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 $2,505 $2,580 97% $2,580 $75 100%
2,000 $3,758 $3,870 97% $3,870 $113 100%
5,000 $5,010 $5,160 97% $5,160 $150 100%
10,000 $6,263 $6,450 97% $6,450 $188 100%
20,000 $8,350 $8,600 97% $8,600 $250 100%
> 20,000 varies varies deposit
2 100 $835 $860 97% $860 $25 100%
250 $1,253 $1,290 97% $1,290 $38 100%
500 $1,670 $1,720 97% $1,720 $50 100%
1,000 $2,088 $2,150 97% $2,150 $63 100%
2,500 $2,672 $2,752 97% $2,752 $80 100%
> 2,500 varies varies deposit
3 500 $4,008 $4,128 97% $4,128 $120 100%
2,000 $6,012 $6,192 97% $6,192 $180 100%
5,000 $8,016 $8,256 97% $8,256 $240 100%
10,000 $10,020 $10,320 97% $10,320 $300 100%
20,000 $13,360 $13,760 97% $13,760 $400 100%
> 20,000 varies varies deposit
4 250 $668 $688 97% $688 $20 100%
500 $1,002 $1,032 97% $1,032 $30 100%
1,000 $1,336 $1,376 97% $1,376 $40 100%
2,500 $1,670 $1,720 97% $1,720 $50 100%
5,000 $2,213 $2,279 97% $2,279 $66 100%
> 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 8.1 - 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 $644 $660 98% $660 $16 100% [a]
2 Address Establishment/Change $403 $413 98% $413 $10 100% 3 Notice of Exemption $322 $330 98% $330 $8 100% [b]
4 Outdoor Seating Permit $403 $413 98% $413 $10 100%
5 Sign Permit - Part of Sign Program $121 $124 98% $124 $3 100% 6 Sign Permit - Permanent $322 $330 98% $330 $8 100%
7 Sign Permit - Temporary $81 $83 98% $83 $2 100%
8 Sign Permit - Community Facilities/Open Space Annual $81 $83 98% $83 $2 100% 9 Special Event Permit $322 $330 98% $330 $8 100%
10 Temporary Use Permit $644 $660 98% $660 $16 100%
11 Tree Removal Permit $242 $248 98% $248 $6 100%
12 Wireless Use Permit Filing Fee $1,852 $1,898 98% $1,898 $46 100% [c] 13 Eligible Facility Request Permit Filing Fee $1,369 $1,403 98% $1,403 $34 100% 14 Eligible Facility Request Permit Pre-Submittal Meeting $322 $330 98% $330 $8 100% 15 Zoning Confirmation Letter $201 $206 98% $206 $5 100% 16 Bingo Permit $50 n/a $50 $0 n/a [d]
17 Appeal (City Council) $750 $2,393 31% $750 $0 31%
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 $2,500 $2,640 98% $2,500 $0 100%
19 Conditional Use Permit $4,500 $4,744 98% $4,500 $0 100% 20 Development Agreement $10,000 $22,028 98% $10,000 $0 100% 21 Environmental Impact Report $10,000 varies 98% $10,000 $0 100% 22 General Plan Amendment $10,000 $21,698 98% $10,000 $0 100% 23 Zoning Code Amendment $10,000 $21,698 98% $10,000 $0 100% 24 Initial Study/Neg. Dec./Mitigated Neg Dec. $5,000 varies 98% $5,000 $0 100% 25 Sign Program $3,000 $3,135 98% $3,000 $0 100%
26 Site Development Permit $4,500 $4,620 98% $4,500 $0 100% 27 Lot Line Adjustment $2,500 $2,640 98% $2,500 $0 100% 28 Specific Plan $10,000 $22,028 98% $10,000 $0 100%
29 Variance $4,000 $4,125 98% $4,000 $0 100%
30 Zone Change $10,000 $19,223 98% $10,000 $0 100%
31 Other Services Not Identified varies varies 98% 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 8.1 - 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 $280 $299 $295 flat $15 99%
2 Temporary Staging $280 $299 $295 flat $15 99%
3 Traffic Control Only $375 $398 $395 flat $20 99%
4 Utilities Structure Inspection $470 $498 $495 flat $25 99% 5 Pole Replacement $470 $498 $495 flat $25 99%
Major Projects
6 Major Project [a]
a) First Day $750 $796 $795 flat $45 100%
b) Each Additional Day $280 $299 $295 per day $15 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 8.1 - Attachment A
Master Fee Schedule
A - 33
ITEM 8.1 - Attachment A
Fee Description
[a] Fee Assuming
Full or Targeted
Cost Recovery Notes
1 New or Existing Water Heater Change Out $106
2 Water Heater Relocation $186
3 Tub to Tub Insert Only $201
4 Tub to Tub Tile Back Only $272
5 Shower to Shower Insert Only $201
6 Shower to Shower Tile Only $344
7 Tub to Shower Only $344
8 Water/Drain Line (Install/Alter/Repair) w/out Structural $106 9 Water/Drain Line (Install/Alter/Repair) with Structural $272 10 Line Repair (CIPP)/Svc Install - First 30 LF $115
11 Line Repair (CIPP)/Svc Install - Each Add'l 30 LF $72 12 Plumbing Repipe $257
13 New HVAC / HVAC Change in Type - Residential $201
14 Ventilation Modifications $221
15 Electrical - New Fixtures/Receptacles $115
16 Mechanical - New Fixtures/Receptacles $115
17 Plumbing - New Fixtures/Receptacles $115
18 Electrical Panel Modification $356
19 Electrical Panel Change Out $191
20 New Washer/Dryer Hook Up $142
21 Electrical Wheelchair Lift $559
22 Temporary Power Pole $149
23 Re-Roof (Tile, Single-Ply) - First 1,000 SF $178
24 Re-Roof (Tile, Single-Ply) - Each Add'l 1,000 SF $34 [b] 25 Re-Roof (All Other) - First 1,000 SF $215
26 Re-Roof (All Other) - Each Add'l 5,000 SF $34 [b]
27 Fenestration - Skylights/Solartubes - Fire-Rated $201 28 Fenestration - Skylights/Solartubes - Non-Rated $151 29 Fenestration - Window Retrofit $165
30 Fenestration - Doors/Windows (One New - Framed) $237 [c] 31 Structural, Drywall $158
32 Structural, Insulation, Drywall $229
33 Lath $249
34 Structural, Insulation, Lath $373
35 Structural, Insulation, Shear, Lath $616
36 Fire Sprinkler Plans - New $229
37 Fire Sprinkler Plans - Modified $143
38 Reserved
39 Framing/Structural - 1 inspection $330 [d]
40 Framing/Structural - 2 inspections $401 [d]
41 Framing/Structural - 3 inspections $473 [d]
City of Laguna Woods
Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items A - 34
ITEM 8.1 - 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 42 Framing/Structural - More than 3 inspections
a) Base Fee (covers up to 3 inspections) $473 [d]
b) Each additional inspection $72 [d]
43 Temporary Shade Structure (Commercial) $330
44 Patio/Balcony Cover/Enclosure - Standard, Open, Pre-Engineered $229 45 Patio/Balcony Cover/Enclosure - Standard, Enclosed, Pre-Engineered $344 46 Patio/Balcony Cover/Enclosure - Site Specific Engineering $581 47 Patio Conversion $1,147
48 Atrium Conversion $1,147
49 Garage Conversion/Alteration $1,003
50 Alteration - Residential (Res.) Kitchen $444
51 Alteration - Res. Kitchen, plus HVAC OR Fenestration $516 52 Alteration - Res. Kitchen, plus HVAC AND Fenestration/Other $588 [e] 53 Alteration - Res. Kitchen, plus 1 Bath $516
54 Alteration - Res. Kitchen, plus 2+ Bath (Includes bathroom splits) $588 55 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC OR Fenestration/Other $588 [e] 56 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC OR Fenestration/Other $659 [e] 57 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC AND Fenestration/Other $659 [e] 58 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC AND Fenestration/Other $731 [e] 59 Alteration/Remodel - Res. 1 Bath $301
60 Alteration/Remodel - Res. 2+ Baths (includes bathroom splits) $444 61 Alteration - Res. 2+ Baths (incl. split), plus HVAC/Other $516 [e] 62 Room Addition $1,032
63 Alteration/Remodel w/ Room Addition $1,462
64 Sign (Wall) - First $201
65 Sign (Wall) - Each Add'l $14
66 Sign (Monument) - First $330
67 Sign (Monument) - Each Add'l $29
68 Antenna - Telecommunications $631
69 Antenna - Equipment Shelter $301
70 Solar - Residential Systems (Expedited Process) $287 [f] 71 Solar - Residential Systems (All Others) - See note for > 15kW or 10kWth $450 [f] 72 Solar - Commercial Systems - See note for > 50kW or 30kWth $1,000 [g] 73 Demolition - Residential $201
74 Demolition - Non-Residential $430
75 Certificate of Occupancy - Temporary $106
76 Certificate of Occupancy $321
77 Sleeping Room Covenant - Recording Fee $129
78 Miscellaneous/All Other - First Inspection $106
79 Miscellaneous/All Other - Each Add'l Inspection $72
80 Miscellaneous/All Other - Plan Check (Per Hr) $172
A - 35
ITEM 8.1 - 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 81 Plan Revision - Non-Structural - (Per Hr) $172
82 Plan Revision - Structural - (Per Hr) $172
83 Work Without Permit - 2+ Non-Destructive Inspections Required $229 [h] 84 Work Without Permit - Destructive Inspection Required $401 85 Re-Inspection - Missed Appointment $72
86 Inspection Outside of Normal Business Hours (Per Hr) $215 87 Expedited Plan Review of Residential Remodels 125% of standard fee 88 Additional Inspections $106
89 Replacement Job Card $34
90 Permit Extension $86
91 Change of Contractor, Architect, Owner Processing $86 92 Expired Permit $172
93 Cancelled Permit Refund Processing Fee $86
94 Copy and Printing Charge $14
95 State Energy Form Assistance (Upon Request) (Per Page) $4 96 Building and Safety Appeal Application $172
97 Alternate Materials Method Review (Per Hr) $172
Notes
[h] No Work Without Permit fee is charged for permits that require only one non-destructive inspection. [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 8.1 - 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 $1,290 $30.10 $1,290 $55.90 $2,580 $86.00
2,000 $1,742 $19.35 $2,129 $23.65 $3,870 $43.00
5,000 $2,322 $11.61 $2,838 $14.19 $5,160 $25.80
10,000 $2,903 $5.38 $3,548 $16.13 $6,450 $21.50
20,000 $3,440 varies $5,160 varies $8,600 varies
> 20,000 varies varies varies
2 100 $301 $100.33 $559 $186.33 $860 $286.67
250 $452 $60.20 $839 $111.80 $1,290 $172.00
500 $602 $30.10 $1,118 $55.90 $1,720 $86.00
1,000 $753 $14.05 $1,398 $26.09 $2,150 $40.13
2,500 $963 varies $1,789 varies $2,752 varies
> 2,500 varies varies varies
3 500 $2,064 $48.16 $2,064 $89.44 $4,128 $137.60
2,000 $2,786 $30.96 $3,406 $37.84 $6,192 $68.80
5,000 $3,715 $18.58 $4,541 $22.70 $8,256 $41.28
10,000 $4,644 $8.60 $5,676 $25.80 $10,320 $34.40
20,000 $5,504 varies $8,256 varies $13,760 varies
> 20,000 varies varies varies
4 250 $241 $48.16 $447 $89.44 $688 $137.60
500 $361 $24.08 $671 $44.72 $1,032 $68.80
1,000 $482 $8.03 $894 $14.91 $1,376 $22.93
2,500 $602 $7.83 $1,118 $14.53 $1,720 $22.36
5,000 $798 varies $1,481 varies $2,279 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 8.1 - 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 8.1 - Attachment A
Fee Description
Fee Assuming
Full or Targeted
Cost Recovery Notes
Fixed Fee Services
1 Film Permit $660 [a]
2 Address Establishment/Change $413
3 Notice of Exemption $330 [b]
4 Outdoor Seating Permit $413
5 Sign Permit - Part of Sign Program $124
6 Sign Permit - Permanent $330
7 Sign Permit - Temporary $83
8 Sign Permit - Community Facilities/Open Space Annual $83 9 Special Event Permit $330
10 Temporary Use Permit $660
11 Tree Removal Permit $248
12 Wireless Use Permit Filing Fee $1,898 [c]
13 Eligible Facility Request Permit Filing Fee $1,403
14 Eligible Facility Request Permit Pre-Submittal Meeting $330 15 Zoning Confirmation Letter $206
16 Bingo Permit $50 [d]
17 Appeal (City Council) $750
Fee Description
Initial
Deposit [d] Notes
Deposit-Based Fee Services [e]
18 Change Plan $2,500
19 Conditional Use Permit $4,500
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 $3,000
26 Site Development Permit $4,500
27 Lot Line Adjustment $2,500
28 Specific Plan $10,000
29 Variance $4,000
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 8.1 - Attachment A
Fee Description
Fee Assuming
Full Cost
Recovery Unit Notes
Encroachment Permits
Minor Projects
1 Landscape Maintenance $295 flat
2 Temporary Staging $295 flat
3 Traffic Control Only $395 flat
4 Utilities Structure Inspection $495 flat
5 Pole Replacement $495 flat
Major Projects
6 Major Project [a]
a) First Day $795 flat
b) Each Additional Day $295 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 $199 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 8.1 - Attachment A
ITEM 8.1 – Attachment B
R 25-XX 1 XX-XX-2025
RESOLUTION NO. 25-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; AND

DETERMINING AND CERTIFYING THAT THIS ACTION IS NOT

SUBJECT TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT
PURSUANT TO TITLE 14 OF THE CALIFORNIA CODE OF

REGULATIONS
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 19, 2025; and WHEREAS, the City Council conducted a duly noticed public hearing at its regular meeting on March 19, 2025 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 ITEM 8.1 – Attachment B
R 25-XX 2 XX-XX-2025
publication of the notice in the Laguna Woods Globe on March 6, 2025 and March 13, 2025, posting of the notice on the City’s website beginning on March 6, 2025, and transmittal to those parties that requested such notification pursuant to California Government Code Section 66016; and
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 6, 2025; 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 July 1, 2025. 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 ITEM 8.1 – Attachment B
R 25-XX 3 XX-XX-2025
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 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 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.

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.

ITEM 8.1 – Attachment B
R 25-XX 4 XX-XX-2025
PASSED, APPROVED AND ADOPTED on this XX day of XX 2025. _______________________________
SHARI L. HORNE, 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. 25-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 2025, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSTAIN: 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 $106
2 Water Heater Relocation $186
3 Tub to Tub Insert Only $201
4 Tub to Tub Tile Back Only $272
5 Shower to Shower Insert Only $201
6 Shower to Shower Tile Only $344
7 Tub to Shower Only $344
8 Water/Drain Line (Install/Alter/Repair) w/out Structural $106 9 Water/Drain Line (Install/Alter/Repair) with Structural $272 10 Line Repair (CIPP)/Svc Install - First 30 LF $115
11 Line Repair (CIPP)/Svc Install - Each Add'l 30 LF $72 12 Plumbing Repipe $257
13 New HVAC / HVAC Change in Type - Residential $201
14 Ventilation Modifications $221
15 Electrical - New Fixtures/Receptacles $115
16 Mechanical - New Fixtures/Receptacles $115
17 Plumbing - New Fixtures/Receptacles $115
18 Electrical Panel Modification $356
19 Electrical Panel Change Out $191
20 New Washer/Dryer Hook Up $142
21 Electrical Wheelchair Lift $559
22 Temporary Power Pole $149
23 Re-Roof (Tile, Single-Ply) - First 1,000 SF $178
24 Re-Roof (Tile, Single-Ply) - Each Add'l 1,000 SF $34 [b] 25 Re-Roof (All Other) - First 1,000 SF $215
26 Re-Roof (All Other) - Each Add'l 5,000 SF $34 [b]
27 Fenestration - Skylights/Solartubes - Fire-Rated $201 28 Fenestration - Skylights/Solartubes - Non-Rated $151 29 Fenestration - Window Retrofit $165
30 Fenestration - Doors/Windows (One New - Framed) $237 [c] 31 Structural, Drywall $158
32 Structural, Insulation, Drywall $229
33 Lath $249
34 Structural, Insulation, Lath $373
35 Structural, Insulation, Shear, Lath $616
36 Fire Sprinkler Plans - New $229
37 Fire Sprinkler Plans - Modified $143
38 Reserved
39 Framing/Structural - 1 inspection $330 [d]
40 Framing/Structural - 2 inspections $401 [d]
41 Framing/Structural - 3 inspections $473 [d]
City of Laguna Woods
Schedule of Building Fees - Mechanical, Electrical, Plumbing, and Miscellaneous Items 1 of 7
ITEM 8.1 - 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 42 Framing/Structural - More than 3 inspections
a) Base Fee (covers up to 3 inspections) $473 [d]
b) Each additional inspection $72 [d]
43 Temporary Shade Structure (Commercial) $330
44 Patio/Balcony Cover/Enclosure - Standard, Open, Pre-Engineered $229 45 Patio/Balcony Cover/Enclosure - Standard, Enclosed, Pre-Engineered $344 46 Patio/Balcony Cover/Enclosure - Site Specific Engineering $581 47 Patio Conversion $1,147
48 Atrium Conversion $1,147
49 Garage Conversion/Alteration $1,003
50 Alteration - Residential (Res.) Kitchen $444
51 Alteration - Res. Kitchen, plus HVAC OR Fenestration $516 52 Alteration - Res. Kitchen, plus HVAC AND Fenestration/Other $588 [e] 53 Alteration - Res. Kitchen, plus 1 Bath $516
54 Alteration - Res. Kitchen, plus 2+ Bath (Includes bathroom splits) $588 55 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC OR Fenestration/Other $588 [e] 56 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC OR Fenestration/Other $659 [e] 57 Alteration - Res. Kitchen, plus 1 Bath, plus HVAC AND Fenestration/Other $659 [e] 58 Alteration - Res. Kitchen, plus 2+ Bath, plus HVAC AND Fenestration/Other $731 [e] 59 Alteration/Remodel - Res. 1 Bath $301
60 Alteration/Remodel - Res. 2+ Baths (includes bathroom splits) $444 61 Alteration - Res. 2+ Baths (incl. split), plus HVAC/Other $516 [e] 62 Room Addition $1,032
63 Alteration/Remodel w/ Room Addition $1,462
64 Sign (Wall) - First $201
65 Sign (Wall) - Each Add'l $14
66 Sign (Monument) - First $330
67 Sign (Monument) - Each Add'l $29
68 Antenna - Telecommunications $631
69 Antenna - Equipment Shelter $301
70 Solar - Residential Systems (Expedited Process) $287 [f] 71 Solar - Residential Systems (All Others) - See note for > 15kW or 10kWth $450 [f] 72 Solar - Commercial Systems - See note for > 50kW or 30kWth $1,000 [g] 73 Demolition - Residential $201
74 Demolition - Non-Residential $430
75 Certificate of Occupancy - Temporary $106
76 Certificate of Occupancy $321
77 Sleeping Room Covenant - Recording Fee $129
78 Miscellaneous/All Other - First Inspection $106
79 Miscellaneous/All Other - Each Add'l Inspection $72
80 Miscellaneous/All Other - Plan Check (Per Hr) $172
2 of 7
ITEM 8.1 - 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 81 Plan Revision - Non-Structural - (Per Hr) $172
82 Plan Revision - Structural - (Per Hr) $172
83 Work Without Permit - 2+ Non-Destructive Inspections Required $229 [h] 84 Work Without Permit - Destructive Inspection Required $401 85 Re-Inspection - Missed Appointment $72
86 Inspection Outside of Normal Business Hours (Per Hr) $215 87 Expedited Plan Review of Residential Remodels 125% of standard fee 88 Additional Inspections $106
89 Replacement Job Card $34
90 Permit Extension $86
91 Change of Contractor, Architect, Owner Processing $86 92 Expired Permit $172
93 Cancelled Permit Refund Processing Fee $86
94 Copy and Printing Charge $14
95 State Energy Form Assistance (Upon Request) (Per Page) $4 96 Building and Safety Appeal Application $172
97 Alternate Materials Method Review (Per Hr) $172
Notes
[h] No Work Without Permit fee is charged for permits that require only one non-destructive inspection. [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 of 7
ITEM 8.1 - 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 $1,290 $30.10 $1,290 $55.90 $2,580 $86.00
2,000 $1,742 $19.35 $2,129 $23.65 $3,870 $43.00
5,000 $2,322 $11.61 $2,838 $14.19 $5,160 $25.80
10,000 $2,903 $5.38 $3,548 $16.13 $6,450 $21.50
20,000 $3,440 varies $5,160 varies $8,600 varies
> 20,000 varies varies varies
2 100 $301 $100.33 $559 $186.33 $860 $286.67
250 $452 $60.20 $839 $111.80 $1,290 $172.00
500 $602 $30.10 $1,118 $55.90 $1,720 $86.00
1,000 $753 $14.05 $1,398 $26.09 $2,150 $40.13
2,500 $963 varies $1,789 varies $2,752 varies
> 2,500 varies varies varies
3 500 $2,064 $48.16 $2,064 $89.44 $4,128 $137.60
2,000 $2,786 $30.96 $3,406 $37.84 $6,192 $68.80
5,000 $3,715 $18.58 $4,541 $22.70 $8,256 $41.28
10,000 $4,644 $8.60 $5,676 $25.80 $10,320 $34.40
20,000 $5,504 varies $8,256 varies $13,760 varies
> 20,000 varies varies varies
4 250 $241 $48.16 $447 $89.44 $688 $137.60
500 $361 $24.08 $671 $44.72 $1,032 $68.80
1,000 $482 $8.03 $894 $14.91 $1,376 $22.93
2,500 $602 $7.83 $1,118 $14.53 $1,720 $22.36
5,000 $798 varies $1,481 varies $2,279 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 of 7
ITEM 8.1 - 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 of 7
ITEM 8.1 - Exhibit A to Attachment B
Fee Description
Fee Assuming
Full or Targeted
Cost Recovery Notes
Fixed Fee Services
1 Film Permit $660 [a]
2 Address Establishment/Change $413
3 Notice of Exemption $330 [b]
4 Outdoor Seating Permit $413
5 Sign Permit - Part of Sign Program $124
6 Sign Permit - Permanent $330
7 Sign Permit - Temporary $83
8 Sign Permit - Community Facilities/Open Space Annual $83 9 Special Event Permit $330
10 Temporary Use Permit $660
11 Tree Removal Permit $248
12 Wireless Use Permit Filing Fee $1,898 [c]
13 Eligible Facility Request Permit Filing Fee $1,403
14 Eligible Facility Request Permit Pre-Submittal Meeting $330 15 Zoning Confirmation Letter $206
16 Bingo Permit $50 [d]
17 Appeal (City Council) $750
Fee Description
Initial
Deposit [d] Notes
Deposit-Based Fee Services [e]
18 Change Plan $2,500
19 Conditional Use Permit $4,500
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 $3,000
26 Site Development Permit $4,500
27 Lot Line Adjustment $2,500
28 Specific Plan $10,000
29 Variance $4,000
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 of 7
ITEM 8.1 - Exhibit A to Attachment B
Fee Description
Fee Assuming
Full Cost
Recovery Unit Notes
Encroachment Permits
Minor Projects
1 Landscape Maintenance $295 flat
2 Temporary Staging $295 flat
3 Traffic Control Only $395 flat
4 Utilities Structure Inspection $495 flat
5 Pole Replacement $495 flat
Major Projects
6 Major Project [a]
a) First Day $795 flat
b) Each Additional Day $295 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 $199 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 of 7
ITEM 8.1 - Exhibit A to Attachment B
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8.2 ANIMAL REGISTRATION
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ITEM 8.2
CC  03-19-2025 RM ITEM 8.2 – AR Page 1 of 3
City of Laguna Woods
Agenda Report
TO: Honorable Mayor and City Councilmembers
FROM: Christopher Macon, City Manager
FOR: March 19, 2025 Regular Meeting
SUBJECT: Animal Registration
Recommendation

1. Receive staff report.

AND

2. Open public hearing.

AND

3. Receive public testimony.

AND

4. Close public hearing.

AND

5. Approve the introduction and first reading of an ordinance – read by title with further reading waived – titled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
LAGUNA WOODS, CALIFORNIA, AMENDING SECTION 5.02.010
AND CHAPTER 5.04 OF THE LAGUNA WOODS MUNICIPAL CODE

PERTAINING TO ANIMAL REGISTRATION, AND DETERMINING
ITEM 8.2
ITEM 8.2 – AR Page 2 of 3 CC  03-19-2025 RM

AND CERTIFYING THAT THE ORDINANCE IS EXEMPT FROM THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT
Background
The City’s existing animal registration ordinance was adopted on October 18, 2000 and is codified in Laguna Woods Municipal Code Chapter 5.04. Definitions of terms appearing in Title 5 (Animals) of the Laguna Woods Municipal Code are codified in Laguna Woods Municipal Code Section 5.02.010.

Discussion
Today’s meeting is an opportunity for City Council action, as well as public input, on proposed modifications of Title 5 (Animals) of the Laguna Woods Municipal Code (Attachment A). Staff recommends that the City Council conduct a public hearing and initiate the adoption process for the proposed ordinance in order to modify the allowable periods of time for which animal registrations may be issued, registration application requirements, registration fee waivers and exemptions, and other registration-related provisions and requirements. The proposed ordinance is further intended to clarify and enhance ease of use and application of Title 5 of the Laguna Woods Municipal Code, both for internal parties and the public.

The proposed ordinance would reorganize and rephrase much of Laguna Woods Municipal Code Chapter 5.04 with the most significant modification being the period of time for which an animal registration can be issued. At present, animal registrations are issued by calendar year, which can result in the need for more frequent than typical rabies vaccinations, if a dog’s most recent vaccination is not valid through the end of the calendar year (state law prohibits the issuance of registrations for periods that exceed the expiration date of a dog’s most recent rabies vaccination). By shifting to a more flexible “up to 36 months” registration term, registrations would be able to be obtained for the specific duration of a dog’s current rabies vaccination. This is the same registration term the City of Laguna Beach already offers for dogs residing within Laguna Beach.

To reflect the aforementioned modification of the registration term, the proposed ordinance would also delete the “registration year” definition from Laguna Woods Municipal Code Section 5.02.010.

If the recommended action is taken at today’s meeting, staff anticipates scheduling ITEM 8.2
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the second reading and consideration of adoption of the proposed ordinance for the City Council’s next regular meeting on April 16, 2025. If adopted on April 16, 2025, the ordinance would take effect 30 days thereafter.

Environmental Review
The City Council is asked to find that the proposed ordinance is not subject to the California Environmental Quality Act of 1970, Public Resources Code Section 21000, et. seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively “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 Guidelines Section 15378(b)(2) excludes “[c]ontinuing administrative. . . activities, such as . . . general policy and procedure making” and Section 15378(b)(5) excludes “[o]rganizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment” from its definition of “project.” The City Council is also asked to find that, even if the proposed ordinance were subject to CEQA, it would be exempt based on CEQA Guidelines 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
Sufficient funds to support this project are included in the City’s budget.

Documents Available for Review
Related documents – including the proposed ordinance and the Laguna Woods Municipal Code – are available for public review at or from City Hall during normal working hours. The Laguna Woods Municipal Code is also available for review at www.cityoflagunawoods.org.

Attachment: A – Proposed Ordinance
Exhibit A – Proposed Code Amendments
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ITEM 8.2 – Attachment A
O 25-XX 1 XX-XX-2025
ORDINANCE NO. 25-XX

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAGUNA
WOODS, CALIFORNIA, AMENDING SECTION 5.02.010 AND
CHAPTER 5.04 OF THE LAGUNA WOODS MUNICIPAL CODE

PERTAINING TO ANIMAL REGISTRATION, AND DETERMINING

AND CERTIFYING THAT THE ORDINANCE IS EXEMPT FROM THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT
WHEREAS, staff has recommended amending Section 5.02.010 and Chapter 5.04 of Title 5 (Animals) of the Laguna Woods Municipal Code (“Code Amendments”) to modify the allowable periods of time for which animal registrations may be issued, registration application requirements, registration fee waivers and exemptions, and other registration-related provisions and requirements; and to clarify and enhance ease of use and application of Title 5 of the Laguna Woods Municipal Code, both for internal parties and the public; and WHEREAS, on March 19, 2025, the City Council held a duly noticed public hearing on this Ordinance at which it considered all of the information, evidence, and testimony presented, both written and oral.

THE CITY COUNCIL OF THE CITY OF LAGUNA WOODS,
CALIFORNIA, DOES ORDAIN AS FOLLOWS:

SECTION 1. The City Council hereby finds and determines that (i) each of the recitals to this Ordinance are true and correct, and are adopted herein as findings; (ii) the Code Amendments comply with all applicable requirements of State law; (iii) the Code Amendments will not adversely affect the health, safety, or welfare of the residents within the community; (iv) the Code Amendments are in the public interest of the City of Laguna Woods; and, (v) the Code Amendments are consistent with the Laguna Woods General Plan and its various elements.

SECTION 2. After reviewing the entire project record, the City Council hereby determines and certifies that this Ordinance is not subject to the California Environmental Quality Act of 1970, Public Resources Code Section 21000, et. seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively “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 ITEM 8.2 – Attachment A
O 25-XX 2 XX-XX-2025
Regulations, Title 14, Chapter 3. CEQA Guidelines Section 15378(b)(2) excludes “[c]ontinuing administrative. . . activities, such as . . . general policy and procedure making” and Section 15378(b)(5) excludes “[o]rganizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment” from its definition of “project.”
After reviewing the entire project record, the City Council also hereby determines and certifies that that, even if this Ordinance were subject to CEQA, it would be exempt 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 3. Sections 5.02.010 and Chapter 5.04 of Title 5 (Animals) of the Laguna Woods Municipal Code are hereby amended to read as set forth in Exhibit A, attached to this Ordinance and incorporated herein by this reference.

SECTION 4. This Ordinance shall take effect and be in full force and operation thirty (30) calendar days after adoption.

SECTION 5. If any section, subsection, subdivision, paragraph, sentence, clause, or phrase added by this Ordinance, or any part thereof, is for any reason held to be unconstitutional or invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity of effectiveness of the remaining portions of this Ordinance or any part thereof. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause, or phrase thereof irrespective of the fact that any one or more subsections, subdivisions, paragraphs sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.

SECTION 6. The Mayor shall sign this Ordinance.

SECTION 7. The City Clerk shall certify to the passage of this Ordinance and shall cause this Ordinance to be published or posted as required by law.

SECTION 8. All of the above-referenced documents and information have been and are on file with the City Clerk of the City.
[SIGNATURES ON NEXT PAGE]
ITEM 8.2 – Attachment A
O 25-XX 3 XX-XX-2025
PASSED, APPROVED AND ADOPTED this XX day of XX 2025.
_____________________________________
SHARI L. HORNE, Mayor
ATTEST:
_____________________________________
YOLIE TRIPPY, CMC, City Clerk
APPROVED AS TO FORM:
_____________________________________
ALISHA PATTERSON, City Attorney

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 Ordinance No. 25-XX was duly introduced and placed upon its first reading at a regular meeting of the City Council on the XX day of XX 2025, and that thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council on the XX day of XX 2025 by the following vote to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
_______________________________________
YOLIE TRIPPY, CMC, City Clerk
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ITEM 8.2 – Exhibit A to Attachment A
-1-

EXHIBIT A

CODE AMENDMENTS
Section 5.02.010(95) (“Definitions” > “Registration year”) of Chapter 5.04 (“Registration”) is hereby repealed from Title 5 (“Animals”) of the Laguna Woods Municipal Code in its entirety (deletions shown with strikethrough):
(95) Registration year, under this chapter, shall commence on January 1 of each year and shall end on December 31 of the same year.

Chapter 5.04 (“Registration”) of Title 5 (“Animals”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):

CHAPTER 5.04. - REGISTRATION
Sec. 5.04.010. - Registration required for dogs.

It shall be unlawful for any person to own or harbor or keep any dog four months of age or older within the City unless there is attached to such dog a collar upon which there is a current numbered metal. The collar need not be attached to the dog while such dog remains in the dwelling of the owner or other person having custody thereof, or in the enclosed yard adjacent thereto.

Nothing contained in this section, however, shall be construed to relieve the necessity of having a current tag for each dog.(a) No person shall own, harbor, or keep any dog four months of age or older without obtaining and holding in full force and effect a registration for such dog from the City and such other City registrations, permits, or licenses as may be required. (b) This section is not intended to be exclusive and compliance with its provisions shall not excuse noncompliance with any federal, state, or other local laws.

Sec. 5.04.020. - ThirtyFifteen-day time limit to register.

Application for registration must be made within 15 days after obtaining a dog over four months of age or within 15 days of establishing residence within the CityLaguna Woods.

ITEM 8.2 – Exhibit A to Attachment A
-2-
Sec. 5.04.030. - Rabies vaccination.

No dog shall be registered without presentation of a rabies vaccination certificate signed by a licensed veterinarian. Such certificate shall be valid for the entire registration period.

Sec. 5.04.040030. - Registration fee.

A fee shall be paid annually to the City for each registration required by this chapter, as provided by City Council resolution. The registration fee shall be prorated on a quarterly basis for new residents, newly acquired dogs, or puppies at four months of age. Proof of new residency, purchase date of dog or dog’s age must be presented for prorating of the fee. Any person whose dog has been spayed or neutered is eligible for a one-time fee exempt license for up to two years, provided that a certificate of sterilization issued by a licensed veterinarian is presented with the registration application. Such fee shall not apply to any dog while kept or maintained exclusively within a commercial kennel or by a recognized animal rescue organization.(a) A fee shall be paid for each registration required by this chapter, in an amount established by resolution of the City Council.
(b) The period of time for which registration shall be issued may vary from 12 months to 36 months, subject to the rabies vaccination for the dog being valid for the entire period of time. Registration may be issued for new residents, newly acquired dogs, or dogs at four months of age for periods of time less than 12 months if the dog’s rabies certificate expires sooner than the minimum registration period. Proof of new residency, purchase date of dog, or dog’s age must be presented for prorating of the fee. (c) No registration fee shall be required for the following:
(1) Assistance dogs as defined in California Food and Agricultural Code Section 30850.
(2) Dogs honorably discharged from the armed forces of the United States.
(3) Dogs in the care, custody and control of persons who are traveling through Laguna Woods or temporarily staying in Laguna Woods, for a period not exceeding 15 days or with proof of current registration ITEM 8.2 – Exhibit A to Attachment A
-3-
from primary place of residence, or brought into Laguna Woods for the exclusive purpose of being entered in a dog show or exhibition, provided such dogs are so entered and not kept elsewhere. (4) Dogs used in crime detection or apprehension by public officers. (5) Dogs housed in a duly licensed pet show prior to sale. (6) Dogs while kept or maintained exclusively within a commercial kennel or by a recognized animal rescue organization.
(d) Registration fees are not refundable or transferable.

Sec. 5.04.050. - Registration fee exemptions.

No registration shall be required for the following:
(1) Assistance dogs as defined in Food and Agricultural Code § 30850.
(2) Dogs honorably discharged from the armed forces of the United States;
(3) Dogs in the care, custody and control of nonresidents who are traveling through the City or temporarily staying in the City, for a period not exceeding 15 days or with proof of current registration from primary place of residence, or brought into the City for the exclusive purpose of being entered in a dog show or exhibition, provided such dogs are so entered and not kept elsewhere in the City; (4) Dogs used in crime detection or apprehension by public officers; (5) Dogs housed in a duly licensed pet show prior to sale.

Sec. 5.04.060040. - Registration application.

The owner shall state at the time application is made and, upon standard printed forms of application provided for such purpose, his name, address and telephone number, and the name, breed, color, age and sex of each animal for which application is made.Registration applications shall be ITEM 8.2 – Exhibit A to Attachment A
-4-
reviewed for conformance with this chapter and acted upon administratively by the Animal Services Manager. In applying for registration, the owner of a dog shall furnish to the City a sworn statement, upon a form provided by the City, setting forth the following information:
(a) Contact information for the owner of the dog;
(b) Descriptive information for the purpose of identifying the dog; (c) Proof of rabies vaccination of the dog signed by a veterinarian licensed to practice in the state of California or otherwise lawfully able to practice in the state of California (e.g., under the federal Servicemembers Civil Relief Act); and
(d) Any additional information which the Animal Services Manager may require.

Sec. 5.04.070050. - IssuanceRegistration tag.
(a) Upon collection of the registration fee and submittal of the registration application, a dated receipt will be issued stating the name, address and telephone number of the owner, dog tag number, description of the dog, and the expiration date of the rabies vaccination, together with a registration tag stamped with a serial number, year and name of the City the Animal Services Manager shall issue a registration tag to the owner of the dog. (b) In case any registration tag is lost or destroyed, replacement may be obtained upon showing such proof as may be required, and upon payment of a replacement fee in an amount established by resolution of the City Council.
(c) Registrations are not transferable.

Sec. 5.04.080060. - Display of registration tag.
(a) No person who owns, harbors, or keeps any dog shall fail or refuse to exhibit the registration and tag required by this chapter upon demand of any person charged with the enforcement of this chapter.

ITEM 8.2 – Exhibit A to Attachment A
-5-
(b) In case any registration tag is lost or destroyed, replacement may be obtained upon showing such proof as may be required, and upon payment of the replacement fee as set by resolution of the City Council. (cb) No unauthorized person shall remove from any animal dog any collar, harness, or other device to which is attached a current registration tag for the current year or remove such registration tag from any animal dog. (d) Animal registrations are not transferable or refundable. (ec) It is unlawful for any person to No person shall attach any current license registration tag to any dog, which registration tag was not issued for said dog, or to counterfeit or imitate a dog registration tag, or to attach a counterfeit or imitation registration tag to any dog; and it shall be unlawful for any person to make any false statement as to any fact required in connection with the securing and issuance of the tag.

Sec. 5.04.090070. - Delinquency date; additional late fee.

Registrations shall become delinquent sixty60 days following the date on which they are due, and all delinquent registrations shall be subject to the payment of a penalty, as set by resolution of the City Council, late fee, in an amount established by resolution of the City Council, in addition to the registration fee.

Sec. 5.04.080. - Revocation of registration.

The Animal Services Manager may suspend or revoke any registration that is found to have been obtained on that basis of incomplete, untrue, inaccurate, or otherwise misrepresented information.

Sec. 5.04.100090. - Registration of cats.

Cats over four months of age may be registered with the City in the same manner in which dogs are registered, and for the same fee. Cats must have a current rabies vaccination valid for the entire one-year registration period.

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9.1 ZONING TITLE OF LAGUNA WOODS

MUNICIPAL CODE
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ITEM 9.1
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City of Laguna Woods
Agenda Report
TO: Honorable Mayor and City Councilmembers
FROM: Christopher Macon, City Manager
FOR: March 19, 2025 Regular Meeting
SUBJECT: Zoning Title of Laguna Woods Municipal Code
Recommendation
Approve second reading and adopt an ordinance – read by title with further reading waived – titled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
LAGUNA WOODS, CALIFORNIA, AMENDING SECTIONS 13.06.010,

13.10.020, 13.10.030, 13.12.020, 13.12.030, 13.13.020, 13.18.050,

13.18.070, 13.25.040, 13.26.025, 13.26.150, AND 13.26.160, AND REPEALING SECTION 13.26.050, OF TITLE 13 (ZONING) OF THE

LAGUNA WOODS MUNICIPAL CODE PERTAINING TO

DEFINITIONS, PERMITTED AND PROHIBITED USES,

DEVELOPMENT STANDARDS, OFF-STREET PARKING

REGULATIONS, INCLUSIONARY HOUSING, CANNABIS

STOREFRONT RETAILERS, ANIMAL HOSPITALS AND CLINICS,

PETS AND ANIMALS, RESIDENTIAL MULTIPLE-FAMILY
STANDARDS AND REQUIREMENTS, AND OTHER ZONINGRELATED MATTERS, AND DETERMINING AND CERTIFYING

THAT THE ORDINANCE IS EXEMPT FROM THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT
Background
Staff is reviewing the Laguna Woods Municipal Code to identify opportunities to improve its clarity and application. This includes, but is not limited to, identifying ITEM 9.1
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provisions that are unnecessary, duplicative of state law, and/or duplicative and/or in potential conflict with other provisions of the Laguna Woods Municipal Code, as well as modifications that would memorialize existing staff interpretations of the Zoning Code or address other matters identified during staff’s review.

At the regular meeting on February 19, 2025, the City Council conducted a public hearing and voted unanimously to approve the introduction and first reading of the ordinance included with this agenda report as Attachment A.

Discussion
Today’s meeting is an opportunity for City Council action, as well as public input, on proposed modifications of Title 13 (Zoning) of the Laguna Woods Municipal Code (Attachment A). Staff recommends that the City Council conduct a public hearing and initiate the adoption process for the proposed ordinance in order to clarify and enhance ease of use and application of Title 13 of the Laguna Woods Municipal Code, both for internal parties and the public.

A table identifying the rationale for each proposed modification follows.

Table 1: Rationale for Proposed Modifications
Laguna Woods
Municipal Code
Reference
Rationale
Section

13.06.010(d)
Addition of a definition for “adult day program” to clarify how the term is used in tables of permitted uses.

Section

13.06.010(d)(210)
Modification of the definition for “clinics, medical or dental.” The modification is intended to clarify staff’s existing interpretation of the definition as being
differentiated from the medical and dental offices
contemplated within the “administrative/professional
offices” definition (Laguna Woods Municipal Code Section

13.06.010(d)(25)) by outpatient admittance.

Section

13.06.010(d)(420)
Modification of the definition for “floor area, gross.” The modified definition excludes the following for the purpose of calculating off-street parking requirements: elevator shafts; parking facilities; rooms containing only mechanical,
electrical, and/or plumbing equipment used for service of the ITEM 9.1
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Laguna Woods
Municipal Code
Reference
Rationale
building; spaces that are unenclosed on one or more sides and unoccupied (e.g., balconies, courtyards, patios, and walkways); stairways; trash enclosures; and, vent shafts. The modification is intended to exclude from off-street parking requirements ancillary spaces and other areas that do not significantly contribute to off-street parking demand.

Section

13.10.020
Modifications of the permitted commercial uses table to identify the zoning districts in which adult day programs, golf cart sales/service, and low-speed vehicle sales/service are permitted and prohibited. The modifications are intended to memorialize existing staff interpretations of permitted commercial uses in the interest of clarity.

Section

13.10.030
Modifications of the commercial development standards
table to delete one reference to a non-existent footnote, delete a footnote that is not referenced in the table, and add two footnotes making explicit that maximum floor-area-ratio (“FAR”) and maximum building site coverage standards do not apply to housing developed as a principal use in the Residential High Density, Residential Medium Density,
Residential Medium-Low Density, or Residential Low
Density overlay zoning districts. The additional footnotes are intended to promote compliance with General Plan Housing Element Program H-1.1.1 and General Plan Land Use
Element Table L-1.

Section

13.12.020
(first instance)
Modifications of the permitted open space uses table to identify that adult day programs are prohibited in both open space zoning districts and educational institutions are permitted as an accessory to a principally permitted use in both open space districts. The modifications are intended to memorialize existing staff interpretations of permitted open space uses in the interest of clarity.

Section

13.12.020
(second instance)
Modification of the permitted open space uses table to
remove the requirement for police and fire stations to obtain a conditional use permit when they are located on property owned by the City and the design thereof is subject to an ITEM 9.1
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Laguna Woods
Municipal Code
Reference
Rationale
approval process set forth in a lease agreement or other agreement approved by the City Council. In such cases,
police and fire stations would be considered permitted as a principal use. This modification is intended to avoid
situations where the City Council would be both a proponent of a discretionary application and the quasi-judicial decisionmaking body responsible for acting on such application.

Section

13.12.030
Modifications of the open space development standards table to (1) memorialize the General Plan Land Use Element’s
maximum building height of 35 feet in both open space
zoning districts, (2) memorialize the General Plan Land Use Element’s maximum building area of 25,000 square foot in both open space zoning districts, (3) remove the minimum setback requirements from street right-of-way for both open space zoning districts, and (4) increase the maximum
building site coverage for the Open Space-Recreation zoning district from 20% to 35%. The modification related to
minimum setback requirements is intended to recognize that on open space properties there may be habitat protection, conservation-related, or other reasons for locating
development closer to the street right-of-way than is
currently permitted (the minimum setback is 50 feet; there are currently no other setback requirements for development on open space properties). The modification related to
maximum building site coverage is intended to recognize that some permitted uses in the Open Space-Recreation
zoning district may require larger buildings than are
presently contemplated (e.g., country clubs, golf courses, libraries, maintenance office/buildings, police and fire stations, and recreation centers). At 35%, maximum building site coverage would align with the equivalent requirement for the two lower-intensity commercial zoning districts and still require that building site coverage be less than half of the “net area of the site” as defined in Laguna Woods
Municipal Code Section 13.06.010(d)(160).

ITEM 9.1
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Laguna Woods
Municipal Code
Reference
Rationale
Section

13.13.020
(first instance)
Modification of the permitted community facility uses table to identify that adult day programs are permitted in both community facilities zoning districts subject to approval of a conditional use permit. The modification is intended to memorialize existing staff interpretations of permitted community facilities uses in the interest of clarity.

Section

13.13.020
(second instance)
Modification of the permitted community facility uses table to identify that educational institutions are permitted in both community facilities zoning districts subject to approval of a conditional use permit. The modification is intended to treat all educational institutions the same within the community facilities zoning districts (“educational institutions, adult” are currently principally permitted while staff interprets K-12 schools and all other educational institutions as being permitted subject to approval of a conditional use permit).

The establishment of any educational institution, regardless of the age or grade level of those to whom instruction is provided, may implicate circulation, public safety, and other considerations that could result in unique and potentially incompatible impacts and effects on surrounding land uses.

Section

13.18.050(1)a.

Modification of non-residential off-street parking
requirements to allow for tree diamonds, planters, and other landscaped elements within a 2.5-foot portion of each
standard 18 foot x 9 foot non-accessible parking space. The modification is intended to allow landscaping for aesthetic and urban heat island-reduction purposes within commercial, community facilities, and other non-residential parking areas.

Section

13.18.050(6)
Modifications of non-residential off-street parking
requirements to (1) clarify that the minimum six-inch-high barriers required to separate landscaped areas from paved driveway, parking space and maneuvering areas may be
curbs, bumpers, or tire stops, and (2) correct typographic errors. The modifications are intended to memorialize
existing staff interpretations of non-residential off-street parking requirements in the interest of clarity.

ITEM 9.1
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Laguna Woods
Municipal Code
Reference
Rationale
Section

13.18.070(a)
Modification of the off-street parking requirements table to identify that adult day programs require one parking stall for each 200 square feet of gross floor area, plus a dedicated and marked loading and unloading area of certain minimum
dimensions that adjoins an accessible route to the entrance to the adult day program. The modification is intended to
memorialize existing staff interpretations of off-street parking requirements in the interest of clarity and require a loading and unloading area to accommodate the client pickups and drop-offs that typically occur in connection with adult day programs.

Section

13.25.040(a)(3)
Modification of the manner in which the number of
inclusionary housing units required of new residential
developments is calculated to clarify that fractions of a new unit equal to 0.5 are to be rounded up to the next whole number. The modification is intended to memorialize
existing staff interpretations of the manner in which the number of inclusionary housing units required of new
residential developments is calculated. This section currently only provides explicit guidance for rounding fractions of a new unit less than or greater than 0.5.

Section

13.26.025(c)(1)
Modifications of cannabis storefront retailer permitting requirements to (1) allow the City Manager to establish requirements for renewal applications that differ from the requirements for initial applications, (2) remove an
inapplicable reference to the manner in which costs are calculated for the City’s building permit fees, and (3) clarify that the procedure for reviewing multiple applications
submitted for nearby parcels applies only to initial
application submittals. The modification related to renewal application requirements is meant to recognize that certain submittals that are required for initial applications may not always be necessary for renewal applications (e.g., title reports, map exhibits, and new agreements to replace
existing agreements that remain in effect). The other
ITEM 9.1
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Laguna Woods
Municipal Code
Reference
Rationale
modifications are intended to memorialize existing staff interpretations of cannabis storefront retailer permitting requirements in the interest of clarity.

Section

13.26.025(f)(12)
Modification of the permitted hours of operation for cannabis storefront retailers located within 600 feet of any residential parcel to align with the quietest exterior noise standards applicable to such residential parcel(s). Under the City’s existing noise ordinance (Laguna Woods Municipal Code
Chapter 7.08), this would mean that cannabis storefront retailers located within 600 feet of any residential parcel could be open from 7 a.m. to 10 p.m. (instead of 7 a.m. to 9 p.m. under the existing ordinance). State law limits the hours of operation for all cannabis storefront retailers, regardless of location or proximity to residential parcels, to 6 a.m. to 10 p.m. In addition to aligning permitted hours of operation with the City’s noise ordinance, this modification would continue to limit the hours of operation in a manner that is more restrictive than both state law and the City’s business hours restrictions for the Neighborhood Community zoning district, the latter of which specifically seeks to minimize adverse impacts on residential properties (businesses in the Neighborhood Community zoning district may only operate between the hours of 6 a.m. and 10:30 p.m.).

Section

13.26.050
Repeal of regulations pertaining to performance and
development standards for animal hospitals and clinics.

Pursuant to state law, the California Veterinary Medical Board is responsible for enforcing statewide standards for veterinary hospitals. This section also contains language requiring facilities for the treatment and confinement of animals to obtain the approval of the “Director, Animal Control, Orange County Health Care Agency,” which is a
position that does not exist.

Section

13.26.150
Modifications of the requirements for setbacks between
residences and certain structures for keeping animals to (1) clarify the title of section, (2) clarify the process by which ITEM 9.1
ITEM 9.1 – AR Page 8 of 9 CC  03-19-2025 RM
Laguna Woods
Municipal Code
Reference
Rationale
exceptions to setbacks may be approved, and (3) remove an informational note that incorrectly indicates that the Orange County Health Officer is responsible for regulating the types, number and manner in which pets and animals are kept.

Section

13.26.160
Modification of residential multiple-family standards and requirements to make explicit that they do not apply to housing developed as a principal use in the Residential High Density, Residential Medium Density, Residential MediumLow Density, or Residential Low Density overlay zoning districts. The modification is intended to promote
compliance with General Plan Housing Element Program H1.1.1.

If the recommended action is taken at today’s meeting, the ordinance would take effect in 30 calendar days.

Environmental Review
The City Council is asked to find that the proposed ordinance is not subject to the California Environmental Quality Act of 1970, Public Resources Code Section 21000, et. seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively “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 Guidelines Section 15378(b)(2) excludes “[c]ontinuing administrative. . . activities, such as . . . general policy and procedure making” and Section 15378(b)(5) excludes “[o]rganizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment” from its definition of “project.” The City Council is also asked to find that, even if the proposed ordinance were subject to CEQA, it would be exempt based on CEQA Guidelines 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.

ITEM 9.1
CC  03-19-2025 RM ITEM 9.1 – AR Page 9 of 9
Fiscal Impact
Sufficient funds to support this project are included in the City’s budget.

Documents Available for Review
Related documents – including the proposed ordinance and the Laguna Woods Municipal Code – are available for public review at or from City Hall during normal working hours. The Laguna Woods Municipal Code is also available for review at www.cityoflagunawoods.org.

Attachment: A – Proposed Ordinance
Exhibit A – Proposed Code Amendments
This page is intentionally blank.

ITEM 9.1 – Attachment A
O 25-XX 1 XX-XX-2025
ORDINANCE NO. 25-XX

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAGUNA
WOODS, CALIFORNIA, AMENDING SECTIONS 13.06.010, 13.10.020,

13.10.030, 13.12.020, 13.12.030, 13.13.020, 13.18.050, 13.18.070,

13.25.040, 13.26.025, 13.26.150, AND 13.26.160, AND REPEALING SECTION 13.26.050, OF TITLE 13 (ZONING) OF THE LAGUNA

WOODS MUNICIPAL CODE PERTAINING TO DEFINITIONS,

PERMITTED AND PROHIBITED USES, DEVELOPMENT

STANDARDS, OFF-STREET PARKING REGULATIONS,

INCLUSIONARY HOUSING, CANNABIS STOREFRONT RETAILERS,

ANIMAL HOSPITALS AND CLINICS, PETS AND ANIMALS,

RESIDENTIAL MULTIPLE-FAMILY STANDARDS AND

REQUIREMENTS, AND OTHER ZONING-RELATED MATTERS, AND

DETERMINING AND CERTIFYING THAT THE ORDINANCE IS

EXEMPT FROM THE CALIFORNIA ENVIRONMENTAL QUALITY
ACT
WHEREAS, staff has recommended amending sections 13.06.010,

13.10.020, 13.10.030, 13.12.020, 13.12.030, 13.13.020, 13.18.050, 13.18.070,

13.25.040, 13.26.025, 13.26.150, and 13.26.160, and repealing Section 13.26.050, of Title 13 (Zoning) of the Laguna Woods Municipal Code (“Code Amendments”) to clarify and enhance ease of use and application of Title 13 of the Laguna Woods Municipal Code, both for internal parties and the public; and WHEREAS, on February 19, 2025, the City Council held a duly noticed public hearing on this Ordinance at which it considered all of the information, evidence, and testimony presented, both written and oral.

THE CITY COUNCIL OF THE CITY OF LAGUNA WOODS,
CALIFORNIA, DOES ORDAIN AS FOLLOWS:

SECTION 1. The City Council hereby finds and determines that (i) each of the recitals to this Ordinance are true and correct, and are adopted herein as findings; (ii) the Code Amendments comply with all applicable requirements of State law; (iii) the Code Amendments will not adversely affect the health, safety, or welfare of the residents within the community; (iv) the Code Amendments are in the public interest of the City of Laguna Woods; and, (v) the Code Amendments are consistent with the Laguna Woods General Plan and its various elements.

ITEM 9.1 – Attachment A
O 25-XX 2 XX-XX-2025
SECTION 2. After reviewing the entire project record, the City Council hereby determines and certifies that this Ordinance is not subject to the California Environmental Quality Act of 1970, Public Resources Code Section 21000, et. seq., as amended and implementing State CEQA Guidelines, Title 14, Chapter 3 of the California Code of Regulations (collectively “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 Guidelines Section 15378(b)(2) excludes “[c]ontinuing administrative. . . activities, such as . . . general policy and procedure making” and Section 15378(b)(5) excludes “[o]rganizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment” from its definition of “project.”
After reviewing the entire project record, the City Council also hereby determines and certifies that that, even if this Ordinance were subject to CEQA, it would be exempt 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 3. Sections 13.06.010, 13.10.020, 13.10.030, 13.12.020, 13.12.030,

13.13.020, 13.18.050, 13.18.070, 13.25.040, 13.26.025, 13.26.150, and 13.26.160 of Title 13 (Zoning) of the Laguna Woods Municipal Code are hereby amended to read as set forth in Exhibit A, attached to this Ordinance and incorporated herein by this reference.

Section 13.26.050 of Title 13 (Zoning) of the Laguna Woods Municipal Code is hereby repealed in its entirety.

SECTION 4. This Ordinance shall take effect and be in full force and operation thirty (30) calendar days after adoption.

SECTION 5. If any section, subsection, subdivision, paragraph, sentence, clause, or phrase added by this Ordinance, or any part thereof, is for any reason held to be unconstitutional or invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity of effectiveness of the remaining portions of this Ordinance or any part thereof. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause, or phrase thereof irrespective of the fact that any one or more ITEM 9.1 – Attachment A
O 25-XX 3 XX-XX-2025
subsections, subdivisions, paragraphs sentences, clauses, or phrases are declared unconstitutional, invalid, or ineffective.

SECTION 6. The Mayor shall sign this Ordinance.

SECTION 7. The City Clerk shall certify to the passage of this Ordinance and shall cause this Ordinance to be published or posted as required by law.

SECTION 8. All of the above-referenced documents and information have been and are on file with the City Clerk of the City.

PASSED, APPROVED AND ADOPTED this XX day of XX 2025.
_____________________________________
SHARI L. HORNE, Mayor
ATTEST:
_____________________________________
YOLIE TRIPPY, CMC, City Clerk
APPROVED AS TO FORM:
_____________________________________
ALISHA PATTERSON, City Attorney
ITEM 9.1 – Attachment A
O 25-XX 4 XX-XX-2025

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 Ordinance No. 25-XX was duly introduced and placed upon its first reading at a regular meeting of the City Council on the XX day of XX 2025, and that thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council on the XX day of XX 2025 by the following vote to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
_______________________________________
YOLIE TRIPPY, CMC, City Clerk
ITEM 9.1 – Exhibit A to Attachment A
-1-

EXHIBIT A

CODE AMENDMENTS
Section 13.06.010(d) (“Definitions”) of Chapter 13.06 (“Definitions”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to add the following definition in numerical order (additions shown with underlining):
(28) Adult day program: Any community-based facility or program as defined in California Health and Safety Code Section 1502(a)(2), as amended from time to time or replaced with a successor statute.

Section 13.06.010(d)(210) (“Definitions” > “Clinics, medical or dental”) of Chapter 13.06 (“Definitions”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):
(210) Clinics, medical or dental: An organization of doctors providing physical, dental or mental health service and medical or surgical care of the sick or injured but not including inpatient or overnight accommodations. An establishment where human patients are admitted for examination and treatment on an outpatient basis by one or more physicians, dentists, other medical personnel, or psychologists and where human patients are not housed overnight.

Section 13.06.010(d)(420) (“Definitions” > “Floor area, gross”) of Chapter

13.06 (“Definitions”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):
(420) Floor area, gross: The total horizontal floor area of all floors of a building, including the exterior walls thereof, measured in square feet; excepting that for commercial, professional and administrative office or industrial buildings or building complexes, areas used in common such as covered malls, walkways, patio areas and entries open to and directly connecting with outside areas, shall not be included when calculating offstreet parking requirements elevator shafts; parking facilities; rooms containing only mechanical, electrical, and/or plumbing equipment used for service of the building; spaces that are unenclosed on one or more sides and ITEM 9.1 – Exhibit A to Attachment A
-2-
unoccupied (e.g., balconies, courtyards, patios, and walkways); stairways; trash enclosures; and vent shafts, shall not be included when calculating offstreet parking requirements.

The permitted commercial uses table in Section 13.10.020 (“Table of permitted uses”) of Chapter 13.10 (“Residential Districts”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to add the following rows in alphabetical order by “Land Use Types”:

Districts
Land Use Types NC CC PA Code References
Adult Day Programs U U U
Golf Cart Sales/Service X P X
Low-Speed Vehicle
Sales/Service
X P X
Section 13.10.030 (“Development standards”) of Chapter 13.10 (“Commercial Districts”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):

Sec. 13.10.030. - Development standards.

The Commercial Development Standards Table, which follows, specifies standards for the development of property within commercial districts.

Commercial Development Standards
Districts
Development Standard NC CC PA
Maximum Building Height (ft.) 35 65 35
Minimum Building Site Area (sq. ft.) none none 10,000
Minimum Building Site Width (ft.) none none 75
Minimum Perimeter Setback (ft.)
From Street ROW 20 5 10
From Alley 20 5 10
From Residential Districts 20 20 10
ITEM 9.1 – Exhibit A to Attachment A
-3-
From Nonresidential Districts 0 0 10 2
Maximum FAR1 0.30 0.30 0.30
Maximum Building Site Coverage2 35 percent none 35 percent Parking See Code Chapter 13.18
Landscaping See Code Section 13.16.190
Screening See Code Section 13.16.180
Signs See Code Chapter 13.20
Waste Management/Hazardous
Materials
See Code Section 13.26.200
Notes:
1 Required for one side of building site only.
1 Maximum FAR does not apply to housing developed as a principal use in the Residential High Density, Residential Medium Density, Residential Medium-Low Density, or Residential Low Density overlay zoning districts.
2 Maximum Building Site Coverage does not apply to housing developed as a principal use in the Residential High Density, Residential Medium Density, Residential Medium-Low Density, or Residential Low Density overlay zoning districts.

The permitted open spaces uses table in Section 13.12.020 (“Table of permitted uses”) of Chapter 13.12 (“Open Space Districts”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to add the following rows in alphabetical order by “Land Use Types”:

Land Use Types Districts Code References

OS-P OS-R
Adult Day
Programs
X X
Educational
Institutions
A A
The “Police and Fire Stations” row in the permitted open space uses table in Section 13.12.020 (“Table of permitted uses”) of Chapter 13.12 (“Open Space Districts”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follow (additions shown with underlining):

ITEM 9.1 – Exhibit A to Attachment A
-4-
Land Use Types Districts Code References

OS-P OS-R
Police and Fire
Stations
X U1
Notes:
1 An approved use permit is not required if the land use type is located on property owned by the City and the design thereof is subject to an approval process set forth in a lease agreement or other agreement approved by the City Council. In such cases, the land use type shall be considered permitted as the principal use within the district.

Section 13.12.030 (“Development standards”) of Chapter 13.12 (“Open Space Districts”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):

Sec. 13.12.030. - Development standards.

The Open Space Development Standards Table, which follows, specifies standards for the development of property within open space districts.

Open Space Development Standards
Districts
Development Standard OS-P OS-R
Maximum Building Height (ft.) 181 351
Maximum Building Area (sq.
ft.)
25,000 25,000
Minimum Building Site Area
(sq. ft.)
43,560 20,000
Minimum Setback (ft.)
From Street ROW 502none 502none
From Residential Districts none none
From Nonresidential Districts none none
Maximum Building Site
Coverage
5 percent 20 percent 35
percent
ITEM 9.1 – Exhibit A to Attachment A
-5-
Parking See Code Chapter 13.18
Signs See Code Chapter 13.20
Waste Management/Hazardous
Materials
See Code Section 13.26.200
Notes:
1 Except as otherwise provided for by an approved use permit, up to a maximum of 35 feet. 2 Includes all buildings, structures, and off-street parking facilities.

The permitted community facility uses table in Section 13.13.020 (“Table of permitted uses”) of Chapter 13.13 (“Community Facilities Districts”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to add the following rows in alphabetical order by “Land Use Types”:

Land Use Types Community Facilities Code References
Public/Institutional Private
Adult Day
Programs
U U
The “Educational Institutions, Adult” row in the permitted community facility uses table in Section 13.13.020 (“Table of permitted uses”) of Chapter 13.13 (“Community Facilities Districts”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follow (additions shown with underlining, deletions shown with strikethrough):

Land Use Types Community Facilities Code References
Public/Institutional Private
Educational
Institutions, Adult
PU PU
Section 13.18.050(1)a. (“Nonresidential off-street parking requirements” > “Size of parking spaces”) of Chapter 13.18 (“Off-Street Parking Regulations”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining):

ITEM 9.1 – Exhibit A to Attachment A
-6-
a. All covered or uncovered off-street parking spaces, except as noted below, shall be a minimum clear unobstructed nine feet in width and 18 feet in length. For non-accessible parking spaces, a maximum of two and one-half feet of the minimum parking space length may be landscaped, provided that a curb, bumper, or tire stop is provided as an abutment to the landscaped area and included within the dimensions of the landscaped area.

Section 13.18.050(6) (“Nonresidential off-street parking requirements” > “Landscaping”) of Chapter 13.18 (“Off-Street Parking Regulations”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):
(6) Landscaping. Landscaping of parking areas shall be provided in accordance with the provisions of the applicable land use district regulations.

In all cases, space within the off-street parking area not utilized for driveways, maneuvering areas, parking stalls or walkways shall be landscaped. Landscaped areas hallshall be separated from paved driveway, parking space and maneuvering areas by a minimum six inch high barrier curb, bumper, or tire stop.

The off-street parking requirements table in Section 13.18.070(a) (“Off-street parking requirements” > “Minimum requirements”) of Chapter 13.18 (“OffStreet Parking Regulations”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to add the following row in numerical order:

Use Minimum Parking Stalls Required
(40) Adult Day Programs 1 for each 200 square feet of Gross Floor Area, plus a dedicated and
marked loading and unloading area
of at least nine feet in width and 40
feet in length that adjoins an
accessible route to an entrance to
the Adult Day Program.

Section 13.25.040(a)(3) (“Standards” > “Number and type of units required”) of Chapter 13.25 (“Inclusionary Housing”) of Title 13 (“Zoning”) of the Laguna ITEM 9.1 – Exhibit A to Attachment A
-7-
Woods Municipal Code is amended to read as follows (additions shown with underlining):
(3) Fractions of a new unit less than 0.5 shall be rounded down to the nearest whole number and fractions of a new unit equal to or greater than 0.5 shall be rounded up to the next whole number to establish the required number of new units.

Section 13.26.025(c)(1) (“Cannabis storefront retailers” > “City Permitting Requirements” > “City Permitting Requirements, Generally”) of Chapter 13.26 (“Special Regulations”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):
(1) City Permitting Requirements – Generally. No cannabis business shall operate as a cannabis storefront retailer without obtaining and holding in full force and effect a commercial cannabis permit from the City and such other City permits as may be required.

Applications for commercial cannabis permits shall be reviewed for conformance with this section and acted upon administratively by the City Manager. When issued, commercial cannabis permits shall be valid for a period of one year (365 calendar days) or until the date that the commercial cannabis permit is suspended and/or revoked. If any of the information listed in this subsection becomes inaccurate or incomplete during the term of the commercial cannabis permit (e.g., when ownership changes), the commercial cannabis permit shall become invalid and subject to suspension and/or revocation unless and until all inaccurate and/or incomplete information is corrected and furnished to the City, on a form provided by the City, within 15 calendar days of the date the information became inaccurate and/or incomplete. Renewal applications for commercial cannabis permits must be made at least 60 calendar days in advance of the expiration date.

In applying for commercial cannabis permits or renewals thereof, applicants shall furnish to the City a sworn statement, upon a form provided by the City, setting forth the following information:
a. The name of the business, including the legal name and any ITEM 9.1 – Exhibit A to Attachment A
-8-
fictitious business names under which the business is to be conducted;
b. The organizational structure type of the business (e.g., corporation, joint venture, limited liability company, partnership, sole proprietorship, or trust);
c. The number the business will file federal taxes under (e.g., federal employer identification number, individual taxpayer identification number, social security number, or national identification number); d. The legal name, mailing address, telephone number, and email address of the business’ primary point of contact for the City during processing of the permit application;
e. A complete list of every owner of the business, as defined by California Code of Regulations Section 15003, as amended from time to time or replaced with a successor statute, including legal name, mailing address, telephone number, and email address for each;

1. Proof that at least 51 percent of the business is owned by a single person;

2. Proof that at least half (50 percent) of the owners of the business (rounded up to the nearest whole person) own or have owned all or part of a business licensed by the State of California as a cannabis storefront retailer for a period of no less than two years (730 calendar days) prior to the date of application, during which time the license was not suspended or revoked;
f. A notarized statement from each owner of the business acknowledging that they have reviewed, had an opportunity to consult with legal counsel regarding, and agree to comply with this section, Chapter 3.18 of this Code, the City’s building and zoning regulations, and all other applicable provisions of this Code and local laws;
g. A notarized statement from each owner of the business and an ITEM 9.1 – Exhibit A to Attachment A
-9-
authorized representative on behalf of the property owner of record for the parcel(s) where such business is to be carried on, acknowledging and agreeing that the City and its authorized representatives shall, upon showing valid City-issued photo identification if requested, have the right to access and enter the business and the parcel(s) where such business is to be carried on to make reasonable inspections scheduled in advance with either the owner of the business or the property owner of areas of the business and property not open to the public, or unscheduled inspections in areas open to the public (e.g., parking lots), to observe and enforce compliance with this section, Chapter 3.18 of this Code, the City’s building and zoning regulations, and all other applicable provisions of this Code and local laws;
h. A notarized statement from an authorized representative on behalf of the property owner of record for the parcel(s) where such business is to be carried on acknowledging (i) the nature and type of business to be conducted, and (ii) that they have reviewed, had an opportunity to consult with legal counsel, and agree to comply with this section, Chapter 3.18 of this Code, the City’s building and zoning regulations, and all other applicable provisions of this Code and local laws;
i. The legal name, mailing address, telephone number, and email address of the agent for the service of process for the business; j. The legal name, mailing address, telephone number, and email address of the agent for the service of process for the property owner of record for the parcel(s) where such business is to be carried on; k. A title report for the parcel(s) where such business is to be carried on, completed by a title company within the 120 calendar days prior to the date the application is received by the City;
l. A map exhibit prepared by professional land surveyor licensed to do business in California based on the title report required by the previous subsection depicting the limits of the parcel(s) where such business is to be carried on, together with the limits of all easements on the property, immediately adjacent public streets and municipal boundary lines, overlaid on a scaled, aerial image of the area taken ITEM 9.1 – Exhibit A to Attachment A
-10-
within the prior two years (730 days), as well as all associated shapefiles in their native electronic format;
m. Notarized statements by both the primary point of contact for the City during processing of the permit application and the single owner of at least 51 percent of the business reading “Under penalty of perjury, I hereby declare that the information contained within and submitted with this application is complete, true, and accurate. I understand that a misrepresentation of fact is cause for rejection of this application, denial of the permit, and/or suspension or revocation of a permit issued”; and
n. Any additional information which the City Manager may require.

In applying for renewals of commercial cannabis permits, applicants shall furnish to the City a sworn statement, upon a form provided by the City, setting forth any or all of the information required by this chapter for initial applications for commercial cannabis permits, at the discretion of the City Manager.

An annual application and routine inspection fee in an amount established by resolution of the City Council shall be presented with the sworn statement submitted under this subsection. This fee shall not be considered a tax and may be adjusted from time to time to fully compensate the City for commercial cannabis permit processing-related costs, as well as the cost of up to six routine inspections by the City related to the enforcement of this section, by resolution of the City Council. For the purpose of this subsection, “processing of payments” shall mean all functions and activities that the City determines reasonably necessary to facilitate the acceptance, review, accounting, and deposit of commercial cannabis permit payments including, without limitation, personnel, consultants, transportation, security, and merchant fees incurred by the City. For the purpose of this section, “costs” includes, but is not limited to, indirect, overhead, and interfund costs as lawfully calculated in the same manner as could lawfully apply to the City’s building permit fees. The City Council may establish separate annual application and routine inspection fees to account for differences in costs associated with the processing of payments made by currency or other payment instrument. In doing so, the City Council reserves the discretion to limit and adjust the types of payments that it will accept and under what terms and conditions.

ITEM 9.1 – Exhibit A to Attachment A
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If two or more initial applications for commercial cannabis permits are received for either the same parcel or parcels that are located within 600 feet of each other, as measured from the outermost boundary lines of the closest parcels, the City shall process the applications sequentially in order of the date and time received. If the earliest application received is determined to be incomplete, the City shall notify that applicant of the need for resubmittal and then begin to process the next sequential application, and so forth. The City shall process resubmittals of initial applications previously determined to be incomplete in the same manner it processes initial applications, regardless of when the previous application or submittal was received.

Section 13.26.025(f)(12) (“Cannabis storefront retailers” > “Operations Requirements” > “Hours of Operation”) of Chapter 13.26 (“Special Regulations”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):
(12) Hours of Operation. Cannabis storefront retailers shall not engage in the on-site, retail sale of cannabis nor be open to any member of the public outside of the hours of six a.m. to ten p.m., Monday through Sunday, unless the parcel(s) on which they are located is (are) located within 600 feet of a residential zoned parcel, as measured from the outermost boundary lines of the closest parcels, in which case cannabis storefront retailers shall not engage in the on-site, retail sale of cannabis nor be open to any member of the public outside of the hours of seven a.m. to nine p.m. during the hours for which the maximum exterior noise level (dB(A)) established by Section

7.08.060 of this Code for the residential parcel(s) located within 600 feet is lower than at any other time of the day, as may change from time to time.

For the purpose of this section, all on-site retail sales transactions must be complete by the closing hours specified in this subsection.

Section 13.26.050 (“Animal hospitals and clinics”) of Chapter 13.26 (“Special Regulations”) is hereby repealed from Title 13 (“Zoning”) of the Laguna Woods Municipal Code in its entirety (deletions shown with strikethrough):

Sec. 13.26.050. - Animal hospitals and clinics.

ITEM 9.1 – Exhibit A to Attachment A
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In addition to the requirements of each district, the following performance and development standards shall apply to the establishment, maintenance and operation of animal hospitals and clinics in any district in which they are permitted:
(1) All animal service and confinement areas shall be in an airconditioned and sound attenuated building. (2) Air conditioning shall be sound attenuated so as to minimize the noise from within the building.
(3) Facilities for housing of not less than five animals shall be maintained on the premises.
(4) Runs shall be in an air-conditioned and sound attenuated building. (5) All facilities for treatment and confinement of animals shall be designed, installed or constructed and maintained in a manner meeting the approval of the Director, Animal Control, Orange County Health Care Agency.

Section 13.26.150 (“Pets and animals”) of Chapter 13.26 (“Special Regulations”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining, deletions shown with strikethrough):

Sec. 13.26.150. - Pets and animals Animal structure setbacks.

In addition to the required setbacks, pens, cages, and other structures specifically for keeping animals, other than in the residence, shall be located at least 25 feet from any residential window located on an adjoining building site. Exceptions to the above may be provided for by a use permit approved by the Planning Commission an approved use permit. (Informational note:

The types, number and manner in which pets and animals are kept is to be regulated, if at all, via the Health, Sanitation, and Animal Code by the County Health Officer.)
ITEM 9.1 – Exhibit A to Attachment A
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Section 13.26.160 (“Residential multiple-family standards and requirements”) of Chapter 13.26 (“Special Regulations”) of Title 13 (“Zoning”) of the Laguna Woods Municipal Code is amended to read as follows (additions shown with underlining):

Sec. 13.26.160. - Residential multiple-family standards and requirements.

In addition to the requirements for each district, the following procedure and standards are applicable to the construction, establishment and maintenance of any multiple-family residential project consisting of five or more dwelling units in any district in which they are permitted. The procedure and standards are not applicable to single-family and to multiple-family projects of four or less dwelling units, or to housing developed as a principal use in the Residential High Density, Residential Low Density, Residential Medium Density, or Residential Medium-Low Density overlay zoning districts. (1) Prior to the issuance of a building permit or a grading permit, a site development permit shall be approved by the Planning Commission.
(2) The Planning Commission may approve or conditionally approve an application for a multiple-family site development permit in compliance with the public hearing and use permit procedures required by this Code, after having determined that, in accordance with any necessary conditions, the project will comply with all applicable regulations of the district in which the property is located, and with all of the following additional standards and requirements:
a. All of the infrastructure facilities shall be adequate to serve the project when all conditions are complied with, without overloading such facilities to the detriment of other uses in the vicinity.
b. Ingress and egress between the project and abutting streets shall be adequate to serve the project and shall be in compliance with the standard plans, as amended.

ITEM 9.1 – Exhibit A to Attachment A
-14-
c. Open space and recreation facilities shall be sufficient to serve the needs of the occupants and shall be in compliance with applicable City standards for open space and recreation. d. Parking areas shall be well-lighted and shall be situated in such a manner that entrances to individual parking spaces, garages and carports will be commonly visible from dwelling units. Parking areas and facilities shall be situated in a manner that will make them more convenient for occupants to use than on-street parking.
e. Solid waste disposal stations shall be provided within Enclosed areas that will be conveniently accessible for all dwelling units and for trash pickup trucks.
f. Any additional features necessary to comply with City standards, such as screening, sound attenuation, architectural design, etc., shall comply with applicable City standards and regulations.
(3) Each multiple-family project shall be established and maintained in compliance with the approved site development permit.

9.2 FISCAL YEARS 2025-27 BUDGET AND WORK
PLAN & FISCAL YEARS 2025-36 CAPITAL

IMPROVEMENT PROGRAM
This page is intentionally blank.

ITEM 9.2
CC  03-19-2025 RM ITEM 9.2 – AR Page 1 of 2
City of Laguna Woods
Agenda Report
TO: Honorable Mayor and City Councilmembers
FROM: Christopher Macon, City Manager
FOR: March 19, 2025 Regular Meeting
SUBJECT: Fiscal Years 2025-27 Budget and Work Plan & Fiscal Years 2025- 36 Capital Improvement Program
Recommendation

1. Provide direction to the City Manager on the development of the Fiscal Years 2025-27 Budget and Work Plan including, but not limited to, authorized employee positions and staffing plans.

AND

2. Provide direction to the City Manager on the development of the Fiscal Years 2025-36 Capital Improvement Program
Overview
Today’s meeting is one of several opportunities for the City Council to receive public input and provide direction to staff on the development of the Fiscal Years 2025-27 Budget and Work Plan (July 1, 2025 through June 30, 2027) & Fiscal Years 2025-36 Capital Improvement Program (July 1, 2025 through June 30, 2036).

Preliminary drafts of chapters 1.0, 2.0, and 3.0 of the Fiscal Years 2025-27 Budget and Work Plan are included as attachments A, B, and C, respectively. Staff plans to discuss the preliminary drafts and other budgetary matters at the meeting.

Additional budget chapters will be presented for review at future meetings.

ITEM 9.2
ITEM 9.2 – AR Page 2 of 2 CC  03-19-2025 RM
Report Prepared With: Liz Torres, Administrative Services Director/City Treasurer Attachments: A – Draft Chapter 1.0 (City Background)
B – Draft Chapter 2.0 (City Organization)
C – Draft Chapter 3.0 (City Budget Practices)
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 1.0-1

1.0. CITY BACKGROUND
This chapter provides a brief overview of the City of Laguna Woods in order to establish a setting and context for understanding the decision-making that resulted in this budget and work plan.

A BRIEF HISTORY
Laguna Woods, California occupies approximately three-square miles of land that was once a part of South Orange County’s expansive Moulton Ranch.

Prior to the 1960s, dry farming and cattle grazing dominated the area, with a few scattered ranch dwellings and barns.

In 1962, Ross Cortese, a young developer whose previous projects included Rossmoor and Leisure World Seal Beach, purchased a portion of the Moulton Ranch. His goal was to create a second Leisure World community or, as he said, “to supply the basic needs of life for people aged 52 and older; create a serene atmosphere of beauty; and provide security, recreation, and religious facilities – then leave the living to the individual.” His dream materialized and in 1964 Leisure World Laguna Hills received its first residents.

The prospect of incorporation first arose in 1971 and was a lingering issue until 1996, when the potential for a reduction in county services and the possibility of a commercial airport at the nearby site of the former Marine Corps Air Station, El Toro, became very real concerns. Proponents of “cityhood” were successful in placing the issue of incorporation on the ballot for a special election on March 2, 1999.

On March 24, 1999, Laguna Woods officially became Orange County’s 32nd city. In an afternoon ceremony, Superior Court Judge Francisco F. Firmat swore in the five newly elected members of the City Council.

The City of Laguna Woods celebrated its 26th anniversary in 2025.

PHYSICAL SETTING
The City of Laguna Woods is located just over one mile from Laguna Canyon and approximately five miles from the Pacific Ocean. It is bordered by the cities of Aliso Viejo, Laguna Beach, and Laguna Hills, as well as the Laguna ITEM 9.2 - Attachment A DRAFT
PAGE 1.0-2 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN Coast Wilderness Park and other protected open space areas. [Regional Location]

LOCAL GOVERNMENT
The City of Laguna Woods is a general law city with a council-manager form of government, meaning that it operates within the parameters of California municipal law with an elected City Council as its legislative body. The City Council appoints a City Manager who serves as the City’s chief executive officer and a City Attorney who serves as the City’s primary legal counsel.

The five members of the City Council are residents of Laguna Woods who are elected by registered voters to four-year terms. Elections occur “at-large” (citywide) in even-numbered years with two and then three members of the City Council elected at subsequent elections. All five offices are nonpartisan.

The City Council appoints a Mayor and Mayor Pro Tem from amongst its membership to preside over City Council meetings, execute certain legal instruments and authorizations, and attend to various representative and ceremonial matters. The Mayor Pro Tem serves as the Mayor in their absence. [Elected Officials (City Council)]
Cynthia Conners – current term ends in 2028
Shari L. Horne – current term ends in 2028
ITEM 9.2 - Attachment A DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 1.0-3 Pearl Lee – current term ends in 2028
Annie McCary – current term ends in 2026
Carol Moore – current term ends in 2026
[Officials Appointed by the City Council]
City Manager Christopher Macon
City Attorney Alisha Patterson
Assistant City Attorney Shawna McKee
The City has 18.25 full-time equivalent employees who are responsible for delivering a full range of municipal services. The City operates as a “contract city,” meaning that its small staff leverages the resources of a variety of contract, franchise, and joint powers agencies to provide efficient, effective, and economical services. If the City were a “full service city,” those services would be provided by City employees, often at higher costs and with considerably greater liability. While contract service providers may charge the City for current year liabilities, the City’s contract service arrangements do not result in the assumption of any other agency’s long-term retirement or other post-employment benefit liabilities.
[Key Operating Contract Service Providers]
Animal Control & Shelter Services City of Laguna Beach
Annual Audit Services CliftonLarsonAllen LLP
Building Plan Review Services Bureau Veritas North America Civil Engineering Services NV5
Hazardous Waste Handling Services WM Curbside
Landscape Maintenance Services
BrightView Landscape Services
Law Enforcement Services Orange County Sheriff’s Department Legal Services (City Attorney) Rutan & Tucker, LLP
Senior Mobility Program Transportation Services
California Yellow Cab
ITEM 9.2 - Attachment A DRAFT
PAGE 1.0-4 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN Street, Right-of-Way, and Infrastructure Maintenance Services PV Maintenance
Traffic Signal & Lighting Maintenance Services
Bear Electrical Solutions
Fire/emergency medical services are provided by the Orange County Fire Authority (“OCFA”). Unlike the Orange County Sheriff’s Department, which provides law enforcement services pursuant to a contract between the City and the County of Orange, OCFA’s services are provided pursuant to a joint powers agreement and structural fire fund. As a “structural fire fund city,” a fire tax is included in Laguna Woods’ one-percent basic property tax levy.

The fire tax was established prior to both the enaction of Proposition 13 in 1978 and the incorporation of the City in 1999. The County of Orange collects the fire tax, accumulates the proceeds in a structural fire fund, and makes payments to OCFA for Laguna Woods’ fire services. Because the City is not involved in the levy, collection, or disbursement of the fire tax, revenue and expenses for fire services are not included in this budget and work plan.

Insurance and risk management services are provided by the California Joint Powers Insurance Authority (“CJPIA”). CJPIA’s services are provided pursuant to a joint powers agreement.

Solid waste handling services (including trash collection and recycling) are provided by CR&R Incorporated pursuant to a franchise agreement. [Key Special Districts, Utility, and Other Service Providers] Electricity Southern California Edison
Mosquito Abatement and Vector Control
Orange County Mosquito and Vector Control District
Natural Gas Southern California Gas Company
Public Library County of Orange (OC Public Libraries)
School District Capistrano Unified School District
Saddleback Valley Unified School District
South Orange County Community College District
Transportation Orange County Transportation Authority
ITEM 9.2 - Attachment A DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 1.0-5 San Joaquin Hills Transportation Corridor Agency
Water & Sewer El Toro Water District

CITY FACILITIES AND PARKS
Most of the land within Laguna Woods is privately owned, including all local streets with the exception of El Toro Road, Moulton Parkway, Ridge Route Drive, and Santa Maria Avenue. The City is responsible for operating and maintaining the portions of those four streets that are located within Laguna Woods, as well as three public parks (”A Place for Paws” Dog Park, City Centre Park, and Woods End Wilderness Preserve); a multi-modal trail network for pedestrians, golf carts, and bicyclists; and, medians, parkways, and other public property. City Hall and the Public Library Building are the only buildings that are owned, operated, and maintained by the City.
[Public Buildings]
City Hall
24264 El Toro Road, Laguna Woods, CA 92637
City Hall was first occupied by the City in 2001 and acquired in 2011. The building was constructed in 1979/1980 for use as a bank and includes 8,374 square feet over two stories.

Public Library Building
24266 El Toro Road, Laguna Woods, CA 92637
The Public Library Building opened on January 27, 2024. The 1,734 square foot building (1,161 square feet of interior space and an adjoining 573 square foot outdoor activity room) is leased to the County of Orange for use as the Laguna Woods branch of OC Public Libraries.
[Public Parks]
“A Place for Paws” Dog Park
23199 Ridge Route Drive, Laguna Woods, CA 92637
“A Place for Paws” Dog Park opened in its current location on July 27, 2019. The park provides a comfortable outdoor space for off-leash dog exercise and socialization. Park amenities include ITEM 9.2 - Attachment A DRAFT
PAGE 1.0-6 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN approximately 6,400 square feet of dog-friendly artificial turf, a dog water station, and seating. The park property is owned by the Golden Rain Foundation of Laguna Woods (“GRF”). The City and GRF entered into a memorandum of understanding in 2017 that provides for the City’s use of the property through June 30, 2027, or as may be extended by mutual agreement.

City Centre Park
24121 Moulton Parkway, Laguna Woods, CA 92637
City Centre Park includes 0.54 acres of passive recreation space located just west of Moulton Parkway near the Ayres Hotel. The park property had been intended for use in connection with the development of a grocery store at the location where the Ayres Hotel is today. The previous owner deeded the property to the City in 2002 and the park opened in 2011. Park amenities include a walking trail, picnic tables, and a small gathering area.

Woods End Wilderness Preserve
24995 El Toro Road, Laguna Woods, CA 92637
Woods End Wilderness Preserve includes 10.6 acres of natural open space located near the intersection of El Toro Road and Aliso Creek Road. The park property was purchased by the City in 2002 for the purpose of adding it to the adjacent Laguna Coast Wilderness Park, providing non-vehicular access from El Toro Road into the Laguna Coast Wilderness Pak, and for natural resource protection and restoration. Since 2011, the park has been leased to the County of Orange for operation as part of the Laguna Coast Wilderness Park. The trail that begins at the entrance to the park provides close access to the nearby James Dilley Greenbelt Preserve and Barbara’s Lake.

LOCAL LAND USES
Residential Communities
The vast majority of land within Laguna Woods is occupied by residential uses, including five private residential communities that offer an assortment of apartment, assisted living, condominium, and cooperative housing.

The 2020 U.S. Census estimated that 72.5% of dwelling units in Laguna Woods ITEM 9.2 - Attachment A DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 1.0-7 were owner-occupied and 27.5% were renter-occupied.
[Residential Communities]
Residential Community Housing Type Dwelling Units
Ivy Park of Wellington Assisted Living 184
Ivy Park at Laguna Woods Assisted Living 192
Laguna Woods Village
Condominium
(Third Laguna Hills Mutual)
(Laguna Woods Mutual No. 50)
Cooperative
(United Laguna Woods Mutual)
12,736*
San Sebastian Apartment 134
Whispering Fountains Apartment 140
TOTAL 13,386
* 6,102 units in Third Laguna Hills Mutual, 6,323 units in United Laguna Woods Mutual, and 311 units in Laguna Woods Mutual No. 50.

As the result of a density bonus agreement entered into in 2009 between the City and the developer of San Sebastian, San Sebastian includes 17 units that are deed-restricted for affordable housing for low-income, senior households through October 16, 2054 (45 years).

Places of Worship
Laguna Woods is home to five dedicated places of worship serving Catholic, Jewish, Lutheran, Methodist, and Presbyterian faiths. Other faith-based groups and religious communities meet in locations throughout Laguna Woods.

Shopping Centers, Hotels, and Commercial Properties
At just over three square miles, most of the land within Laguna Woods is zoned for residential, open space, and other non-commercial purposes. Less than one-fifth of a square mile is zoned for commercial purposes.

Laguna Woods is home to the following five shopping centers:
• Town Centre (north of El Toro Road, west of Moulton Parkway) • Home Depot Center (south of El Toro Road, west of Moulton Parkway) • PS Business Park (south of Ridge Route Drive, east of Moulton Parkway • Valencia Center (south of El Toro Road, west of Paseo de Valencia) ITEM 9.2 - Attachment A DRAFT
PAGE 1.0-8 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN • Willow Tree Center (south of El Toro Road, east of Moulton Parkway) A 138-room hotel (Ayres Hotel) is located in Town Centre.

POPULATION
The 2020 U.S. Census estimated Laguna Woods’ population at 17,644 as of April 1, 2020, an increase of approximately 9% from the 2010 U.S. Census estimate of 16,192 as of April 1, 2010. As compared to the 33 other cities in Orange County, Laguna Woods has a larger population than the cities of La Palma (15,581), Los Alamitos (11,780), and Villa Park (5,843).

The California Department of Finance (“DOF”) produces annual population estimates for use by local governments in calculating annual appropriation limits (see Chapter 3.0 (City Budget Practices)) and to aid in the allocation of certain state subventions to cities and counties, including monies accounted for in the City’s Fuel Tax Fund and Road Maintenance & Rehabilitation Program Fund. The DOF estimated Laguna Woods’ population at 17,148 as of January 1, 2024, a reduction of approximately 0.4% from the January 1, 2023 estimate of 17,2221. Based on the January 1, 2024 estimate, Laguna Woods is the 314th most populous of 482 cities statewide (168 cities – or, just over 34.9% of all cities in California – have smaller populations).

OTHER LOCAL DEMOGRAPHICS
The 2020 U.S. Census estimated Laguna Woods’ median age at 74.9 years as of April 1, 2020, a decrease of 2.1 years from the 2010 U.S. Census estimate of

77.0 years as of April 1, 2010.

The 2020 U.S. Census estimated that approximately 91% of Laguna Woods residents were 60 years or over, an increase of 2.5% from the 2010 Census estimate of 88.5%. The largest growing segment of residents was aged 70 to 79 years, increasing by 9.6%, from 26.6% in 2010 to 36.2% in 2020. [Median Age]
Description 2010 U.S. Census 2020 U.S. Census
Median age 77.0 years 74.9 years
1 State of California, Department of Finance, E-1 Population Estimates for Cities, Counties and the State with Annual Percent Change — January 1, 2023 and 2024. Sacramento, California, May 2024.

ITEM 9.2 - Attachment A DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 1.0-9 Male 76.4 years 74.9 years
Female 77.4 years 75.0 years
[Age Distribution]
Description 2010 U.S. Census 2020 U.S. Census
Birth to 49 years* 3.5% 3.1%
50 to 59 years 8.0% 5.9%
60 to 69 years 20.5% 22.9%
70 to 79 years 26.6% 36.2%
80 to 84 years 17.5% 14.4%
85 years and over 23.9% 17.5%
*Portion 19 years and under 0.4% 0.6%
2010 U.S. Census
Birth to 49 years
50 to 59 years
60 to 69 years
70 to 79 years
80 to 84 years
85 years and over
2020 U.S. Census
Birth to 49 years
50 to 59 years
60 to 69 years
70 to 79 years
80 to 84 years
85 years and over
ITEM 9.2 - Attachment A DRAFT
PAGE 1.0-10 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN [Race]
Description 2010 U.S. Census 2020 U.S. Census
White alone 87.3% 70.8%
Black or African American alone 0.7% 0.9%
American Indian/Alaska Native
alone 0.1% 0.2%
Asian alone 10.0% 21.6%
Native Hawaiian and Other
Pacific Islander alone 0.1% 0.1%
Some Other Race alone 0.6% 1.3%
Two or More Races 1.2% 5.1%
2010 U.S. Census
White alone
Black or African American alone
American Indian/Alaska Native alone
Asian alone
Native Hawaiian and Other Pacific Islander alone
Some Other Race alone
Two or More Races
2020 U.S. Census
White alone
Black or African American alone
American Indian/Alaska Native alone
Asian alone
Native Hawaiian and Other Pacific Islander alone
Some Other Race alone
Two or More Races
ITEM 9.2 - Attachment A DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 1.0-11 [Hispanic or Latino Origin]
Description 2010 U.S. Census 2020 U.S. Census
Hispanic or Latino 4.0% 5.3%
Not Hispanic or Latino
White alone 84.0% 69.2%
Black or African American alone 0.6% 0.9%
American Indian/Alaska Native
alone 0.1% <0.1%
Asian alone 10.0% 21.5%
Native Hawaiian and Other
Pacific Islander alone 0.1% 0.1%
Some Other Race alone 0.1% 0.2%
Two or More Races 1.1% 2.8%
2010 U.S. Census
Hispanic or Latino
White alone
Black or African American alone
American Indian/Alaska Native alone
Asian alone
Native Hawaiian/Other Pacific Islander alone
Some Other Race alone
Two or More Races
2020 U.S. Census
Hispanic or Latino
White alone
Black or African American alone
American Indian/Alaska Native alone
Asian alone
Native Hawaiian/Other Pacific Islander alone
Some Other Race alone
Two or More Races
ITEM 9.2 - Attachment A DRAFT
PAGE 1.0-12 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN [Sex]
Description 2010 U.S. Census 2020 U.S. Census
Male 35.5% 37.7%
Female 64.5% 62.3%

CONGRESSIONAL DISTRICTS
Most of Laguna Woods is located in the 40th Congressional District. A portion of Laguna Woods is located in the 47th Congressional District.

CALIFORNIA ASSEMBLY DISTRICT
Laguna Woods is located in the 72nd California Assembly District.

CALIFORNIA SENATE DISTRICT
Laguna Woods is located in the 37th California Senate District.

CALIFORNIA BOARD OF EQUALIZATION DISTRICT
Laguna Woods is located in the 4th California Board of Equalization District.

ORANGE COUNTY SUPERVISORIAL DISTRICT
Laguna Woods is located in the 5th Orange County Supervisorial District.

SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS REGIONAL

COUNCIL DISTRICT
Laguna Woods is located in the 13th Southern California Association of Governments Regional Council District.

ITEM 9.2 - Attachment A DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 2.0-1

2.0. CITY ORGANIZATION
This chapter provides a brief overview of the City of Laguna Woods’ internal structure in order to establish a context for understanding how this budget and work plan will be implemented.

DEPARTMENTAL STRUCTURE
The City is organized into the following eight departments:
• City Council
• City Manager’s Office
• City Attorney’s Office
• City Clerk’s Office
• Administrative Services Department
• Engineering & Infrastructure Services Department
• Planning & Environmental Services Department
• Public Safety Services Department
[Organizational Chart – Departments]
As a contract city, many departmental functions are coordinated by City personnel and performed under contract with independent, franchise, and City Council
City Manager's
Office
City Clerk's
Office
Administrative
Services
Department
Engineering &
Infrastructure
Services
Department
Planning &
Environmental
Services
Department
Public Safety
Services
Department
City Attorney's
Office
ITEM 9.2 - Attachment B DRAFT
PAGE 2.0-2 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN joint powers agencies. This chapter reviews the organizational structures and allocations of City personnel and the City Attorney’s Office.

CITY COUNCIL
Cynthia Conners – current term ends in 2028
Shari L. Horne – current term ends in 2028
Pearl Lee – current term ends in 2028
Annie McCary – current term ends in 2026
Carol Moore – current term ends in 2026
The City of Laguna Woods is a general law city with a council-manager form of government, meaning that it operates within the parameters of California municipal law with an elected City Council as its legislative body. The City Council appoints a City Manager who serves as the City’s chief executive officer and a City Attorney who serves as the City’s primary legal counsel.

The five members of the City Council are residents of Laguna Woods who are elected by registered voters to four-year terms. Elections occur “at-large” (citywide) in even-numbered years with two and then three members of the City Council elected at subsequent elections. All five offices are nonpartisan.

The City Council appoints a Mayor and Mayor Pro Tem from amongst its membership to preside over City Council meetings, execute certain legal instruments and authorizations, and attend to various representative and ceremonial matters. The Mayor Pro Tem serves as the Mayor in their absence.

Since April 19, 2023, the City Council has served as the Board of Directors of the Laguna Woods Civic Support Fund, a City-established nonprofit public benefit corporation that can support City and local public library activities.

CITY ATTORNEY’S OFFICE
Alisha Patterson, City Attorney
Shawna McKee, Assistant City Attorney
(under contract with Rutan & Tucker, LLP)
The City Attorney is appointed by the City Council to serve as the City’s primary legal counsel. The City Attorney takes direction from the City Council and works closely with the City Manager.

ITEM 9.2 - Attachment B DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 2.0-3 In addition to providing legal representation for the City, the City Attorney’s Office advises the City Council and City personnel on official business and is responsible for preparing, reviewing, and approving the form of ordinances, agreements, and other instruments.

The City Attorney’s Office is a contract function. Associated expenditures are included in the Legal Services line item of the General Government section of this budget; however, legal services provided for special projects, and other related expenditures, may be charged to those projects.

AUTHORIZED CITY EMPLOYEE POSITIONS
This budget and work plan includes an authorized personnel allocation of 18.25 full-time equivalent (“FTE”) employee positions, which is an increase of 8.00 FTE employee positions as compared to the fiscal year immediately preceding this budget and work plan (Fiscal Year 2024-25). The increase is attributable to the “in-sourcing” of building and code enforcement functions that were formerly performed by consultants (one Building Official, three Building Inspectors, two Permit Technicians, and one Code Enforcement Officer) and the addition of a new Planning & Environmental Services Director position to manage and provide oversight for those and other functions.

Over the 12 years spanning fiscal years 2015-16 through 2026-27, the average number of authorized employee positions is projected to be 10.84 FTE. [Authorized City Employee Positions – Citywide (Table)] Position Number Authorized by Fiscal Year
2015
-16
2016
-17
2017
-18
2018
-19
2019
-20
2020
-21
2021
-22
2022
-23
2023
-24
2024
-25
2025
-26
2026
-27
Full-time Employees [full-time equivalents (FTE)]
Accountant/
Senior Accountant (A)
(“Accountant Series”)
(A) (A) (A) 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Accounting Clerk 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Administrative Coordinator 1.00 1.00 1.00 1.00 1.00 1.00 1.00 - - - - - Administrative Services
Director/City Treasurer 1.00 1.00 1.00 1.00 1.00 (B)

1.00 (B)

1.00 (B)

1.00 (B)

1.00 (B)

1.00 (B)

1.00 (B)

1.00 (B)
Assistant City Manager 1.00 - - - - - - - - - - -
Assistant to the City
Manager - - - - - - - - 0.54(J) 1.00 1.00 1.00
Building Inspector - - - - - - - - - - 3.00 3.00
Building Official - - - - - - - - - - 1.00 1.00
ITEM 9.2 - Attachment B DRAFT
PAGE 2.0-4 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN Position Number Authorized by Fiscal Year
2015
-16
2016
-17
2017
-18
2018
-19
2019
-20
2020
-21
2021
-22
2022
-23
2023
-24
2024
-25
2025
-26
2026
-27
City Manager 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Code Enforcement Officer - - - - - - - - - - 1.00 1.00
Community Services
Manager

0.50 (C) - - - - - - - - - - -
Conservation Administrator - - - - - - - - 1.00 1.00 1.00 1.00 Deputy City Clerk 1.00 1.00 1.00 0.47
(D) (D) (D) (D) (D) (D) (D) (D) (D)
Deputy City Clerk/
City Clerk (B)
(“City Clerk Series”)
- - - 0.53
(D) 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Development Administrator - - - - - - - - 0.46
(K) - - -
Development Manager - - - - - - - - 0.54
(K) 1.00 1.00 1.00
Management Analyst/
Senior Management Analyst
(“Management Analyst Series”)

0.44 (E) 2.00 2.00 2.00 2.54 (F) 3.00 3.29(G) 4.00 0.46(J) - - - Management Assistant 0.56
(E) - - - - - - - - - - -
Permit Technician - - - - - - - - - - 2.00 2.00
Planning & Environmental
Services Director - - - - - - - - - - 1.00 1.00
Public Works Administrator - - - - - - - - 1.00 1.00 1.00 1.00 Senior Accountant 1.00 1.00 1.00 (A) (A) (A) (A) (A) (A) (A) (A) (A) Total FTE – full-time positions 8.50 8.00 8.00 8.00 8.54 9.00 9.29 9.00 9.00 9.00 17.00 17.00 Limited Part-time Employees [full-time equivalents (FTE)] Customer Service
Representative - 0.45 (H) - - - - - - - - - -
Management Analyst/
Senior Management Analyst
(“Management Analyst Series”)
- 0.45 0.45 0.45 0.45 0.23 - - - -
- -
Receptionist - - - - - - - 1.25
(I)

1.25 (I)

1.25 (I)

1.25 (I)

1.25 (I)
Total FTE – part-time positions - 0.90 0.45 0.45 0.45 0.23 - 1.25 1.25 1.25 1.25 1.25 Total FTE – all positions 8.50 8.90 8.45 8.45 9.99 9.23 9.29 10.25 10.25 10.25 18.25 18.25 Year-over-year change 0.40 (0.45) - 1.54 (0.76) 0.06 0.96 - - 8.00 - (A) The Senior Accountant position wastransitioned to a dual-class position consisting of both Accountant and Senior Accountant classes beginning in Fiscal Year 2018-19. (B) The Administrative Services Director/City Treasurer position has been authorized as a fulltime, 1.00 FTE, but filled as a part-time, approximately 0.60 FTE, since January 2, 2020. (C) A Community Services Manager position was authorized from July 1, 2015-December 31, 2015 (0.50 FTE).
(D) The Deputy City Clerk position was transitioned to a dual-class position consisting of both Deputy City Clerk and City Clerk classes beginning on December 18, 2019. A Deputy City Clerk position was authorized from July 1, 2018-December 17, 2018 (0.47 FTE), and a Deputy City Clerk/City Clerk position was authorized beginning on December 18, 2018 (0.53 FTE), resulting in a net FTE of 1.00.
(E) A Management Assistant position was authorized from July 1, 2015-January 19, 2016 (0.56 ITEM 9.2 - Attachment B DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 2.0-5 FTE), and a Management Analyst/Senior Management Analyst position was authorized beginning on January 20, 2016 (0.44 FTE), resulting in a net FTE of 1.00. (F) 2.00 FTE Management Analyst/Senior Management Analyst positions were authorized from July 1, 2019-December 17, 2019. Beginning on December 18, 2019, an additional

1.00 position was authorized, resulting in a total net FTE of 2.54 for Fiscal Year 2019-20. (G) 3.00 FTE Management Analyst/Senior Management Analyst positions were authorized from July 1, 2021-March 15, 2022. Beginning on March 16, 2022, an additional 1.00 position was authorized, resulting in a total net FTE of 3.29 for Fiscal Year 2021-22. That additional position remained vacant through Fiscal Year 2022-23.
(H) A 0.45 FTE Customer Service Representative was authorized, but never filled. (I) Four Receptionist positions were authorized up to a total of 1.25 FTE. (J) A Management Analyst/Senior Management Analyst position was authorized from July 1, 2023-December 15, 2023 (0.46 FTE), and an Assistant to the City Manager position was authorized beginning on December 15, 2023 (0.54 FTE), resulting in a net FTE of 1.00. (K) A Development Administrator position was authorized from July 1, 2023-December 15, 2023 (0.46 FTE), and a Development Manager position was authorized beginning on December 15, 2023 (0.54 FTE), resulting in a net FTE of 1.00. [Authorized City Employee Positions – Citywide (Graph)] [Authorized City Employee Positions, Fiscal Years 2025-27 – Departmental] City Manager’s Office
2 FTE
City Clerk’s Office

2.25 FTE
Engineering & Infrastructure Services
Department
1 FTE
Administrative Services
Department
3 FTE
Planning & Environmental Services
Department
10 FTE
0 5
10 15
20 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
Fiscal
Year
2023-24
Fiscal
Year
2024-25
Fiscal
Year
2025-26
Fiscal
Year
2026-27
Full-time Employees (FTE) Limited Part-time Employees (FTE) ITEM 9.2 - Attachment B DRAFT
PAGE 2.0-6 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN

REPORTING RELATIONSHIPS
[Organizational Chart – Reporting Relationships]
City Council Administrative Services Department
City Manager’s Office Engineering & Infrastructure Services Department City Attorney’s Office Planning & Environmental Services Department City Clerk’s Office
City Council
(elected
officials)
City Manager
Administrative
Services
Director/City
Treasurer
Accountant
Series
Accounting
Clerk
City Clerk
Series
Receptionists
(four positions;

1.25 FTE)
Planning &
Environmental
Services
Director
Building
Official
Building
Inspectors
(three
positions;

3.00 FTE)
Permit
Technicians
(two positions;
2 FTE)
Conservation
Administrator
Development
Manager
Code
Enforcement
Officer
Public Works
Administrator
Assistant to the
City Manager
City Attorney
(contract
position)
Assistant City
Attorney
(contract
position)
ITEM 9.2 - Attachment B DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 2.0-7 CITY MANAGER’S OFFICE
Christopher Macon, City Manager
The City Manager is appointed by the City Council to serve as the City’s chief executive officer responsible for overseeing daily operations and implementing the City Council’s direction and policy. All City employees are hired and work under the ultimate authority of the City Manager.

In addition to providing organizational oversight and development, the City Manager’s Office works closely with the City Attorney’s Office; facilitates public and inter-governmental relations; manages long-range planning and special projects; and, coordinates public safety services.

In the absence of separately appointed incumbents, the City Manager may also serve as City Clerk and City Treasurer. When serving as City Clerk, the City Manager provides director-level management of the City Clerk’s Office.

The City Manager serves as the Chief Executive Officer of the Laguna Woods Civic Support Fund.
[Authorized City Employee Positions – City Manager’s Office] Position Number Authorized by Fiscal Year
2015
-16
2016
-17
2017
-18
2018
-19
2019
-20
2020
-21
2021
-22
2022
-23
2023
-24
2024
-25
2025
-26
2026
-27
Full-time Employees [full-time equivalents (FTE)]
Assistant to the City
Manager - - - - - - - - 0.54(D) 1.00 1.00 1.00
City Manager 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Community Services
Manager

0.50 (A) - - - - - - - - - - -
Management Analyst/
Senior Management Analyst
(“Management Analyst Series”)
- - - - - - 0.29
(B)

1.00 (B)

0.46 (D) - - -
Management Assistant 0.56
(C) - - - - - - - - - - -
Total FTE – full-time positions 2.06 1.00 1.00 1.00 1.00 1.00 1.29 2.00 2.00 2.00 2.00 2.00 Limited Part-time Employees [full-time equivalents (FTE)] Management Analyst/
Senior Management Analyst
(“Management Analyst Series”)
- 0.45 0.45 0.45 0.45 0.23 - - - -
- -
Total FTE – part-time positions - 0.45 0.45 0.45 0.45 0.23 - - - - - - Total FTE – all positions 2.06 1.45 1.45 1.45 1.45 1.23 1.29 2.00 2.00 2.00 2.00 2.00 Year-over-year change (0.61) - - - (0.22) 0.06 0.71 - - - - ITEM 9.2 - Attachment B DRAFT
PAGE 2.0-8 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN (A) A Community Services Manager position was authorized from July 1, 2015-December 31, 2015 (0.50 FTE).
(B) A Management Analyst/Senior Management Analyst position was authorized on March 16, 2022, but remained vacant through Fiscal Year 2022-23. (C) A Management Assistant position was authorized from July 1, 2015-January 19, 2016 (0.56 FTE).
(D) A Management Analyst/Senior Management Analyst position was authorized from July 1, 2023-December 15, 2023 (0.46 FTE), and an Assistant to the City Manager position was authorized beginning on December 15, 2023 (0.54 FTE), resulting in a net FTE of 1.00.

Personnel allocated to the City Manager’s Office are included in the General Government section of this budget.

CITY CLERK’S OFFICE
Yolie Trippy, CMC, City Clerk
The City Clerk is appointed by the City Manager to serve as the City’s local elections official and custodian of records. The City Clerk implements state laws pertaining to legislative and recordkeeping functions, including the Political Reform Act, Public Records Act, and Ralph M. Brown Act.

The City Clerk’s Office also operates City Hall’s front counter, provides notary public and acknowledgement services, responds to public records requests, and manages the local government television channel.

Since October 2022, notary public and acknowledgement services have been provided with assistance from personnel from other departments. All notary public and acknowledgement services are coordinated and supervised by the City Clerk’s Office.

The City Clerk serves as the Secretary of the Laguna Woods Civic Support Fund. [Authorized City Employee Positions – City Clerk’s Office] Position Number Authorized by Fiscal Year
2015
-16
2016
-17
2017
-18
2018
-19
2019
-20
2020
-21
2021
-22
2022
-23
2023
-24
2024
-25
2025
-26
2026
-27
Full-time Employees [full-time equivalents (FTE)]
Administrative Coordinator (A) (A) (A) (A) 1.00 1.00 1.00 - - - - - Deputy City Clerk/
City Clerk (B)
(“City Clerk Series”)
(A) (A) (A) (A) 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 ITEM 9.2 - Attachment B DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 2.0-9 Position Number Authorized by Fiscal Year
2015
-16
2016
-17
2017
-18
2018
-19
2019
-20
2020
-21
2021
-22
2022
-23
2023
-24
2024
-25
2025
-26
2026
-27
Total FTE – full-time positions - - - - 2.00 2.00 2.00 1.00 1.00 1.00 1.00 1.00 Limited Part-time Employees [full-time equivalents (FTE)] - - (C) - - - - - - - - - -
Receptionist - - - - - - - 1.25
(D)

1.25 (D)

1.25 (D)

1.25 (D)

1.25 (D)
Total FTE – part-time positions - - - - - - - 1.25 1.25 1.25 1.25 1.25 Total FTE – all positions - - - - 2.00 2.00 2.00 2.25 2.25 2.25 2.25 2.25 Year-over-year change - - - - - - 0.25 - - - -
(A) Prior to Fiscal Year 2019-20, these positions were allocated to the Administrative Services Department.
(B) The Deputy City Clerk position was transitioned to a dual-class position consisting of both Deputy City Clerk and City Clerk classes beginning on December 18, 2019. (C) A Customer Service Representative position (0.45 FTE) was authorized, but never filled, in Fiscal Year 2016-17, when the City Clerk’s Office was allocated to the Administrative Services Department. The position was intended to support the functions of what is today the City’s Clerk Office.
(D) Four Receptionist positions were authorized up to a total, full-time equivalency of 1.25.

Personnel allocated to the City Clerk’s Office, and notary public stipends paid to personnel from other departments who assist with providing notary public and acknowledgement services, are included in the General Government section of this budget.

ADMINISTRATIVE SERVICES DEPARTMENT
Liz Torres, Administrative Services Director/City Treasurer The Administrative Services Department is responsible for finance, accounting, purchasing, payroll, human resources, and information technology functions, as well as insurance and workers’ compensation programs.

The City Treasurer’s Office is part of the Administrative Services Department with investment-related responsibilities set forth in state law, the Laguna Woods Municipal Code, and City Council policy.

The City Treasurer serves as the Chief Financial Officer of the Laguna Woods Civic Support Fund.

ITEM 9.2 - Attachment B DRAFT
PAGE 2.0-10 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN [Authorized City Employee Positions – Administrative Services Department] Position Number Authorized by Fiscal Year
2015
-16
2016
-17
2017
-18
2018
-19
2019
-20
2020
-21
2021
-22
2022
-23
2023
-24
2024
-25
2025
-26
2026
-27
Full-time Employees [full-time equivalents (FTE)]
Accountant/
Senior Accountant (A)
(“Accountant Series”)
(A) (A) (A) 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Accounting Clerk 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Administrative Coordinator 1.00 1.00 1.00 1.00 (B) (B) (B) - - - - - Administrative Services
Director/City Treasurer 1.00 1.00 1.00 1.00 1.00 (C)

1.00 (C)

1.00 (C)

1.00 (C)

1.00 (C)

1.00 (C)

1.00 (C)

1.00 (C)
Deputy City Clerk 1.00 1.00 1.00 0.47
(D) - - - - - - - -
Deputy City Clerk/
City Clerk (B)
(“City Clerk Series”)
- - - 0.53
(D) (B) (B) (B) (B) (B) (B) (B) (B)
Senior Accountant 1.00 1.00 1.00 (A) (A) (A) (A) (A) (A) (A) (A) (A) Total FTE – full-time positions 5.00 5.00 5.00 5.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 Limited Part-time Employees [full-time equivalents (FTE)] Customer Service
Representative - 0.45 (E) - - - - - - - - - -
Total FTE – part-time positions - 0.45 - - - - - - - - - - Total FTE – all positions 5.00 5.45 5.00 5.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 Year-over-year change 0.45 (0.45) - (2.00) - - - - - - - (A) The Senior Accountant position was transitioned to a dual-class position consisting of both Accountant and Senior Accountant classes beginning in Fiscal Year 2018-19. (B) Beginning in Fiscal Year 2019-20, these positions were reallocated to the newly separated City Clerk’s Office.
(C) The Administrative Services Director/City Treasurer position has been authorized as a fulltime, 1.00 FTE, but filled as a part-time, approximately 0.60 FTE, since January 2, 2020. (D) The Deputy City Clerk position was transitioned to a dual-class position consisting of both Deputy City Clerk and City Clerk classes beginning on December 18, 2019. A Deputy City Clerk position was authorized from July 1, 2018-December 17, 2018 (0.47 FTE), and a Deputy City Clerk/City Clerk position was authorized beginning on December 18, 2018 (0.53 FTE), resulting in a net FTE of 1.00.
(E) The Customer Service Representative position was authorized, but never filled. The position was intended to support the functions of what is today the City Clerk’s Office.

Personnel allocated to the Administrative Services Department are included in the Administrative Services Department section of this budget.

ENGINEERING & INFRASTRUCTURE SERVICES DEPARTMENT
Christopher Macon, City Manager
ITEM 9.2 - Attachment B DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 2.0-11 The Engineering & Infrastructure Services Department is responsible for the operation, maintenance, construction, and improvement of public property.

In addition to City Hall, the Public Library Building, and the three public parks, the Engineering & Infrastructure Services Department’s purview includes public streets, sidewalks, traffic signals, streetlights, transit shelters, drainage systems, and landscaping.
[Authorized City Employee Positions –
Engineering & Infrastructure Services Department]
Position Number Authorized by Fiscal Year
2015
-16
2016
-17
2017
-18
2018
-19
2019
-20
2020
-21
2021
-22
2022
-23
2023
-24
2024
-25
2025
-26
2026
-27
Full-time Employees [full-time equivalents (FTE)]
Assistant City Manager 0.25 - - - - - - - - - - -
Management Analyst/
Senior Management Analyst
(“Management Analyst Series”)

0.44 (A) 1.00 1.00 1.00 1.00 1.00 1.00 1.00 - - - -
Public Works Administrator - - - - - - - - 1.00 1.00 1.00 1.00 Total FTE – full-time positions 0.69 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Limited Part-time Employees [full-time equivalents (FTE)] - - - - - - - - - - - - -
Total FTE – part-time positions - - - - - - - - - - - - Total FTE – all positions 0.69 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Year-over-year change 0.31 - - - - - - - - - -
(A) A Management Analyst/Senior Management Analyst position was authorized beginning on January 20, 2016 (0.44 FTE).

Due to the elimination of the full-time Assistant City Manager position in Fiscal Year 2016-17, the City Manager provides director-level management for the Engineering & Infrastructure Services Department. The City Manager is included in the General Government section of this budget.

Personnel allocated to the Engineering & Infrastructure Services Department are included in the Engineering & Infrastructure Services Department section of this budget.

PLANNING & ENVIRONMENTAL SERVICES DEPARTMENT
Vacant, Planning & Environmental Services Director
The Planning & Environmental Services Department is responsible for functions related to private construction and the built environment, including planning, ITEM 9.2 - Attachment B DRAFT
PAGE 2.0-12 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN building, economic development, and code enforcement, as well as resource conservation, water quality (stormwater), and waste and recycling. [Authorized City Employee Positions –
Planning & Environmental Services Department]
Position Number Authorized by Fiscal Year
2015
-16
2016
-17
2017
-18
2018
-19
2019
-20
2020
-21
2021
-22
2022
-23
2023
-24
2024
-25
2025
-26
2026
-27
Full-time Employees [full-time equivalents (FTE)]
Assistant City Manager 0.75 - - - - - - - - - - -
Building Inspector - - - - - - - - - - 3.00 3.00
Building Official - - - - - - - - - - 1.00 1.00
Code Enforcement Officer - - - - - - - - - - 1.00 1.00
Conservation Administrator - - - - - - - - 1.00 1.00 1.00 1.00 Development Administrator - - - - - - - - 0.46
(A) - - -
Development Manager - - - - - - - - 0.54
(A) 1.00 1.00 1.00
Management Analyst/
Senior Management Analyst
(“Management Analyst Series”)
- 2.00 2.00 2.00 2.00 2.00 2.00 2.00 - - -
Permit Technician - - - - - - - - - - 2.00 2.00
Planning & Environmental
Services Director - - - - - - - - - - 1.00 1.00
Total FTE – full-time positions 0.75 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 10.00 10.00 Limited Part-time Employees [full-time equivalents (FTE)] - - - - - - - - - - - - -
Total FTE – part-time positions - - - - - - - - - - - - Total FTE – all positions 0.75 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 10.00 10.00 Year-over-year change 1.25 - - - - - - - - 8.00 -
(A) A Development Administrator position was authorized from July 1, 2023-December 15, 2023 (0.46 FTE), and a Development Manager position was authorized beginning on December 15, 2023 (0.54 FTE), resulting in a net FTE of 1.00.

Personnel allocated to the Planning & Environmental Services Department are included in the Planning & Environmental Services Department section of this budget.

PUBLIC SAFETY SERVICES DEPARTMENT
Christopher Macon, City Manager
The Public Safety Services Department includes law enforcement and animal control and shelter services, for which the City contracts with the Orange ITEM 9.2 - Attachment B DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 2.0-13 County Sheriff’s Department and City of Laguna Beach, respectively. Other public safety agreements and emergency management functions are also included in the Public Safety Services Department, as are liaison activities with the Orange County Fire Authority (a joint powers authority of which the City is a member) and County of Orange-contracted 9-1-1 emergency ambulance services.

The City Manager’s Office is principally responsible for coordinating public safety services. Personnel allocated to the City Manager’s Office are included in the General Government section of this budget.

FUTURE OUTLOOK FOR CITY EMPLOYEE POSITIONS
Building Services
As has occurred with the Accountant/Senior Accountant, Deputy City Clerk/ City Clerk, and Management Analyst/Senior Management Analyst positions, the City anticipates transitioning the Building Inspector and Permit Technician positions to dual-class positions (e.g., Building Inspector/Building Inspector II and Permit Technician/Senior Permit Technician). Dual-class positions provide opportunities for employee development and career advancement.

Code Enforcement Services
As has occurred with the Accountant/Senior Accountant, Deputy City Clerk/ City Clerk, and Management Analyst/Senior Management Analyst positions, the City anticipates transitioning the Code Enforcement Officer position to a dual-class position (e.g., Code Enforcement Officer/Senior Code Enforcement Officer). Dual-class positions provide opportunities for employee development and career advancement.

Human Resources
With the “in-sourcing” of building and code enforcement functions resulting in an increase of 8.00 FTE employee positions beginning in Fiscal Year 2025-26, the City anticipates increasing need for a Human Resources Analyst position to assist with employee payroll, benefits, and training functions.

ITEM 9.2 - Attachment B DRAFT
PAGE 2.0-14 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN This page is intentionally blank.

ITEM 9.2 - Attachment B DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 3.0-1

3.0. CITY BUDGET PRACTICES
This chapter reviews financial and accounting practices used in the development of this budget and work plan.

INTRODUCTION
In addition to outlining a scope of work for the City to undertake during the fiscal years spanning July 1, 2025 through June 30, 2027, this budget and work plan serves as a financial plan for the City’s operations. To that end, chapters

3.0, 4.0, 5.0, and 6.0 translate the scope of work that is described in chapters

7.0 and 8.0 into revenue estimates and expenditure appropriations.

TWO-YEAR BUDGETING AND WORK PLANNING
Beginning with the adoption of the Fiscal Years 2017-19 Budget & Work Plan, the City transitioned from single year to two-year budgets and work plans. That transition was undertaken with the goals of providing longer-term financial forecasts, greater certainty regarding the sustainability of the City’s operations, and heightened strategic vision.

BUDGET AND WORK PLAN DEVELOPMENT PROCESS
The City Council adopts a budget and work plan for the upcoming two fiscal years, no later than June 30 of odd-numbered years. Fiscal years begin every July 1 and end 12 months later on the following June 30.

The process of developing the City’s budget and work plan is continuous and iterative in nature with City personnel working throughout each fiscal year, and particularly between the months of January and June, to prepare revenue estimates, expenditure projections, and draft documents that are responsive to the City Council’s direction. Budget and work plan development is jointly managed by the City Manager’s Office (City Manager) and the Administrative Services Department (Administrative Services Director/City Treasurer).

In the first year of each two-year budget and work plan, development focuses on updating revenue estimates and expenditure projections, as well as refining the budget figures adopted for the second year of the same two-year budget and work plan. In June, the City Council adopts a Gann Limit for the second ITEM 9.2 - Attachment C DRAFT
PAGE 3.0-2 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN year of the same two-year budget and work plan, as well as updates of the budgetary reserve levels and 11-year capital improvement program. The City Council may also be asked to modify adopted budgets and work plans to reflect changes in the economy, priorities, and/or needs.

In the second year of each two-year budget and work plan, development is focused on updating revenue estimates and expenditure projections for that fiscal year, as well as preparing a draft budget and work plan for the next twoyear budget and work plan cycle.

The Fiscal Years 2025-27 Budget & Work Plan development process included a total of XX open and publicly noticed City Council meetings, each with an opportunity for public input. Several chapters of the draft budget and work plan were released for review and comment in advance of the publication of the complete draft document. Meetings and releases occurred as follows:

Friday, March 14, 2025 – public release of draft budget and work plan chapters 1 (City Background), 2 (City Organization), and 3 (City Budget Practices) • Wednesday, March 19, 2025 – kick-off, discussion and development [The rest of this page is intentionally blank. Additional information will be added regarding meetings and releases.]
ITEM 9.2 - Attachment C DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 3.0-3

CONTINUAL BUDGET AND WORK PLAN IMPROVEMENT PROCESS
The City is committed to continually improving the transparency and manner in which information is presented in its budgets and work plans. Best practices and other guidance from the California Society of Municipal Finance Officers (“CSMFO”) and the Government Finance Officers Association (“GFOA”) is used as a foundation for both near- and long-term improvement efforts.

In addition to internal utility, public comments, and City Council feedback, the effectiveness of budget and work plan improvements can be assessed by evaluations conducted by CSMFO and GFOA. While the results of evaluations are expressed in the form of “awards,” evaluations are important, not as accolades, but as benchmarks of progress made in improving budgets and work plans through the incorporation of generally accepted best practices.

The Fiscal Years 2023-25 operating budget was submitted to CSMFO for evaluation. Following two independent, third-party reviews, the City earned CSMFO’s Operating Budget Meritorious Award.
[CSMFO Operating Budget Meritorious Award for Fiscal Years 2023-25] ITEM 9.2 - Attachment C DRAFT
PAGE 3.0-4 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN

BUDGET POLICIES
City of Laguna Woods Administrative Policy 2.9 (see Appendix A) provides a framework for the development of the City’s budget, with an emphasis on balance, transparency, fiscal responsibility, and long-term planning. The policy establishes numerous prudent and responsible standards related to budget development and implementation, including regular public reporting in the interest of financial transparency and accountability.

After the City Council adopts the budget, authorized appropriations become effective on July 1 of the applicable fiscal year and establish legal spending limits for City programs, projects, and services. The City Council may amend the adopted budget at a public meeting at any time during the fiscal year.

The City Council adopts budgets at the fund level with the City Manager having the authority to make adjustments within and between departments in the same fund, provided that there are no increases in fund budgets. While the City Manager is authorized to decrease fund-level budget appropriations as a method of fiscal control, City Council action is required to increase fundlevel budget appropriations, regardless of the amount.

STATUS OF BUDGETARY RESERVES
Recognizing that reserves are a key component of fiscal responsibility and financial resilience, Administrative Policy 2.9 provides guidance for the City to ensure the adequacy of its available financial resources to address periodic, unanticipated, and emergency needs. In addition to local fiscal needs, the establishment and maintenance of reserves also includes the consideration of best practices established by various authoritative agencies.

The overall target for assigned reserves is established in an amount equal to 50% of the adopted General Fund revenue budget at the beginning of each fiscal year (July 1), less any one-time revenues and non-operating revenues.

The overall target amount is used to fund three assigned reserves:
• Paid Leave Contingency Reserve – The Paid Leave Contingency Reserve compensates for payments required to comply with the City’s paid leave policies and obligations, when such amounts exceed adopted budgets. • Self-Insurance Contingency Reserve – The Self-Insurance Contingency Reserve compensates for legal judgements and liability and workers’ compensation claim settlements not covered by insurance policies.

ITEM 9.2 - Attachment C DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 3.0-5 • General Contingency Reserve – The General Contingency Reserve compensates for economic uncertainty, operating contingencies, and emergencies caused by calamitous events.
[Assigned Reserves Funding Levels – Fiscal Year 2025-26] Fiscal Year 2025-26 General Fund Revenue Budget,
less one-time and non-operating revenues $XX
x .50
Overall Target for Assigned Reserves $XX
Paid Leave Contingency Reserve1 $XX
Self-Insurance Contingency Reserve $XX
General Contingency Reserve $XX
Total Assigned Reserves $XX
[Assigned Reserves Funding Levels – Fiscal Year 2026-27*] Fiscal Year 2026-27 General Fund Revenue Budget,
less one-time and non-operating revenues $XX
x .50
Overall Target for Assigned Reserves $XX
Paid Leave Contingency Reserve1 $XX
Self-Insurance Contingency Reserve $XX
General Contingency Reserve $XX
Total Assigned Reserves $XX
* If the adopted General Fund revenue budget changes prior to the beginning of Fiscal Year 2026-27, the overall target and funding levels for assigned reserves will be modified in accordance with Administrative Policy 2.9.

In addition to assigned reserves, unassigned General Fund balance (General Fund monies that are spendable and not classified as restricted, committed, or assigned for specific purposes) is available for any governmental purpose and can be appropriated by the City Council at a public meeting. Use of 1 The Paid Leave Contingency Reserve has an annual target equal to projected accrued paid leave balances at the end of each fiscal year (June 30). The funding level shown in this budget and work plan is an estimate that will be finalized after fiscal-year-end calculations are available.

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PAGE 3.0-6 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN unassigned General Fund balance is generally limited to one-time projects, capital improvement projects, the payment of long-term liabilities for periods beyond the current fiscal year, and emergency expenditures.

BASIS OF BUDGETING AND ACCOUNTING
This budget and the underlying accounting are prepared in accordance with Generally Accepted Accounting Principles (“GAAP”) on a “modified accrual” basis. Section 7440 of Chapter 7400 of the California State Administrative Manual (October 2024) defines “modified accrual” as:
“This basis of accounting recognizes revenues if the underlying transaction occurred as of the last day of the fiscal year and the amount is measurable and available to finance expenditures of the current period (i.e., the actual collection will occur either during the current period or soon enough after the end of the current period, to pay current period’s obligations). Expenditures are recognized when the obligations are created, except for amounts payable from future fiscal year appropriations.”
The City’s accounting system is organized by fund. Each fund is a separate accounting entity with a self-balanced set of accounts that record assets, liabilities, fund equity, revenues, and expenditures. Funds are segregated for the purpose of carrying out specific activities or attaining certain objectives in accordance with special regulations, restrictions, or limitations.

FUND TYPES
Government agencies classify funds as either governmental (accounting for typical government operations), proprietary (accounting for activities that are financed and operated in a manner similar to private enterprises, where the cost of providing services is recovered from user charges), or fiduciary (used when acting as a trustee or agent for resources belonging to other parties).

The City maintains the following governmental fund types:
• General Fund – The General Fund is the City’s primary operating fund and is used to account for the proceeds of revenue sources that are not legally restricted or committed to expenditures for specified purposes. • Special Revenue Funds – Special Revenue Funds are used to account for the proceeds of revenue sources that are legally restricted or committed ITEM 9.2 - Attachment C DRAFT
CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN PAGE 3.0-7 to expenditures for specified purposes [e.g., allocations from statewide fuel taxes and Orange County’s Measure M2 (OC Go), as well as grant awards from external sources and restricted donations]. The City also accounts for the Laguna Woods Civic Support Fund, a nonprofit public benefit corporation, as a Special Revenue Fund for financial reporting purposes, because it meets the criteria of a “component unit”2 as that term is defined by the Governmental Accounting Standards Board. • Capital Projects Fund – The Capital Projects Fund is used to account for transfers from the unassigned General Fund balance that are reserved for major capital improvement purposes. The Capital Projects Fund is a separate fund for budgetary purposes, but is combined with the General Fund for reporting in the Annual Comprehensive Financial Report.

The City has no proprietary or fiduciary funds, although the City does maintain two Internal Revenue Code Section 115 trust funds to prefund (1) employer contributions to California Public Employees’ Retirement System (“CalPERS”) pension plans and (2) other post-employment benefits liability incurred as a result of state-mandated retiree medical obligations. Both Internal Revenue Code Section 115 trust funds are administered by CalPERS.

ANNUAL APPROPRIATIONS LIMIT (“GANN LIMIT”)
Proposition 4 (“Limitation of Government Appropriations”), commonly referred to as the “Gann Initiative,” was approved by California voters on November 6, 1979. The Gann Initiative added Article XIIIB to the California State Constitution, establishing a limit on the amount of tax proceeds that state and local governments can appropriate on an annual basis (“Gann Limit”). Gann Limits vary amongst agencies and are either based on the amount of tax revenue that was authorized to be spent in Fiscal Year 1978-79 or, in the case of the City of Laguna Woods and other local governments that incorporated after Fiscal Year 1978-79, on an amount established by voters. Gann Limits are modified, annually, according to a methodology established by Proposition 111 (“Traffic Congestion Relief and Spending Limitation Act Of 1990”).

In the event that the City’s receipt of tax proceeds exceeded a Gann Limit, Article XIIB of the California State Constitution would allow the City to “carry those excess funds into the subsequent year.” At the conclusion of the 2 Government Accounting Standards Board Statement No. 61 (November 2010), Paragraph 20, defines a “component unit” as a legally separate organization for which the City Council is financially accountable or other organizations for which the nature and significance of their relationship with the City are such that exclusion would cause the City’s financial statements to be misleading.

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PAGE 3.0-8 CITY OF LAGUNA WOODS FISCAL YEARS 2025-27 BUDGET & WORK PLAN subsequent year, the City would be required to either return remaining excess funds to taxpayers or gain voter approval to “override” the Gann Limit.

The City’s Gann Limit is adopted by the City Council by resolution each year (see Resolution No. 25-XX included with this budget as Appendix D). The Gann Limit for Fiscal Year 2025-26 is $XX and was calculated as follows:
[Gann Limit Calculation – Fiscal Year 2025-26]
Fiscal Year 2024-25 Gann Limit $13,670,969
Population Change (County of Orange)3 x XX
Cost of Living Change (Per Capita Personal Income)3 x XX Fiscal Year 2025-26 Gann Limit $XX
Fiscal Year 2025-26 Appropriations
Subject to the Gann Limit $XX
Fiscal Year 2025-26 Gann Limit over Appropriations $XX
The Gann Limit for Fiscal Year 2026-27 is expected to be adopted by the City Council in June 2026, once the necessary information on population and cost of living changes for Fiscal Year 2025-26 becomes available.

As in prior fiscal years, the City does not anticipate receiving or appropriating tax proceeds in excess of the Gann Limit during fiscal years 2025-26 or 2026-27.

As such, the Gann Limit is not expected to impact the City’s operations.

DEBT SERVICE OBLIGATIONS
The California Department of Finance’s Finance Glossary of Accounting and Budgeting Terms (2025), defines “debt service” as:
“The amount of money required to pay interest on outstanding bonds and the principal of maturing bonds.”
The City has never issued bonds. Accordingly, this budget and work plan does not include any debt service obligations.
3 State of California, Department of Finance, Price and Population Information. May 2025. Factors are rounded to four decimal places for presentation purposes.

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