Agenda packet — Lake Forest City Council, January 4, 2022 (part 1 of 3)

January 4, 2022

LAKE FOREST CITY COUNCIL AGENDA Page 1

AGENDA

LAKE FOREST CITY COUNCIL

Regular Meeting of the City Council
Tuesday, January 4, 2022

Public Session 6:30 p.m.

City Council Chambers, 100 Civic Center Drive, Lake Forest, California

NOTICE: Pursuant to Lake Forest Municipal Code Section 2.04.010, Regular Meetings of the City Council are held the First and Third Tuesday of each month at the hour of 5:30 p.m. for Closed Session matters, if required. The Public Session of the meeting shall commence at 6:30 p.m. or as soon thereafter as possible. Special Meeting times may be held at a different time and date as listed on the Agenda.

AGENDA DOCUMENT REVIEW: The Agenda and staff reports are available on the Internet at https://www.lakeforestca.gov/129/Agendas and at the City Clerk’s Office, 100 Civic Center Drive, Lake Forest, California, on the Friday before the meeting on Tuesday.

AGENDA DESCRIPTION: The Agenda descriptions are intended to give notice to members of the public of a general summary of items of business to be transacted or discussed. The listed Recommended Action represents staff’s recommendation. The City Council may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the recommended action.

AGENDA ON SOCIAL MEDIA: This meeting will be streamed through Facebook Live. Comments will not be taken via Facebook Live. The City provides the Facebook Live stream as an additional service to the public. However, the City cannot guarantee that its network and/or the site will be uninterrupted. The City is not responsible for any interrupted service.

SPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETING AND PUBLIC COMMENT:

ASSEMBLY BILL 361: This meeting will occur in accordance with Government Code section 54953(e) et seq. (“AB 361”) wherein the City of Lake Forest City Council may continue to participate in meetings via teleconference.

PUBLIC PARTICIPATION: In addition to attending in person, pursuant to AB 361 members of the public may access the meeting live on our website at
https://www.lakeforestca.gov/129/Agendas.

PUBLIC COMMENT PRIOR TO THE MEETING: Members of the public may submit email comments to [email protected]. Email comments will be uploaded to the agenda packet and made part of the official public record of the meeting and will not be read at the meeting. To ensure staff reviews all comments prior to the City Council meeting, please submit email comments no later than 5:00 p.m. the day of the meeting.

PUBLIC COMMENT: Members of the public may provide comments in-person at the meeting or remotely. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk. Those wishing to provide comments remotely may join the meeting online at https://call.lifesizecloud.com/5038350 and enter Passcode 1004# or by phone at (312) 584-2401 and enter meeting number 5038350# followed by Passcode 1004#.

January 4, 2022

LAKE FOREST CITY COUNCIL AGENDA Page 2

CALL TO ORDER: 6:30 p.m.

Council Members: Neeki Moatazedi
Mark Tettemer
Scott Voigts
Mayor Pro Tem: Doug Cirbo
Mayor: Robert Pequeño

City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Lisa Berglund

PUBLIC SESSION:

PUBLIC SESSION: At this time, the City Council will convene to consider public matters. Those wishing to address the City Council must submit a completed "Request to Speak" form to the City Clerk prior to City Council action.

INVOCATION: The Invocation will be provided by Peace Center Minister Vanessa Burdick, Saddleback Church.

PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Council Member Tettemer.

REPORT FROM STUDENT LIAISON: Report from Natasha Quinn, Student Liaison from El Toro High School.

PRESENTATIONS: (Item Nos. 1 – 3)

1. INSTALLATION OF MAYOR AND MAYOR PRO TEM FOR 2022

RECOMMENDED ACTION: Hold the ceremonial oaths of office.

2. COMMENTS BY INCOMING MAYOR

RECOMMENDED ACTION: Extend the opportunity to Mayor Pequeño to present comments.

January 4, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 3

3. CHANGES TO CR&R WASTE COLLECTION SCHEDULE

RECOMMENDED ACTION: Receive presentation regarding changes in the CR&R collection schedule.

PUBLIC COMMENTS
Members of the public can submit an e-comment to [email protected]. E-comments will not be read at the meeting.

Members of the public may also provide comments in- person at the meeting or remotely. Those wishing to provide comments in - person at the meeting will be asked to submit a request to speak to the City Clerk. Those wishing to provide comments remotely may join the meeting online at https://call.lifesizecloud.com/5038350 and enter Passcode 1004# or by phone at (312) 584-2401 and enter meeting number 5038350# followed by Passcode 1004#.

CONSENT CALENDAR (Item Nos. 4 – 7)
All matters listed under the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless Members of the City Council, the public, or staff request specific items be removed from the Consent Calendar for separate action.

4. MOTION TO WAIVE RESOLUTIONS AND ORDINANCES

RECOMMENDED ACTION: Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.

5. CONTINUING TO HOLD VIRTUAL MEETINGS PURSUANT TO AB 361

RECOMMENDED ACTION: Make renewed findings that a state of emergency remains in effect and that state and local officials continue to recommend measures that promote social distancing.

6. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON DECEMBER 21, 2021

RECOMMENDED ACTION: Approve as submitted.

7. CERTIFICATION OF WARRANT REGISTER

RECOMMENDED ACTION: Approve the warrant register in the amount of $4,430,817.28 as submitted.

January 4, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 4

PUBLIC HEARING(S) (Item Nos. 8 – 9)
Public Hearings are scheduled for a time certain of 6:30 p.m. or as soon thereafter as possible. City Council, when considering the matter scheduled for hearing, will take the following actions: 1. Open the Public Hearing. 2. Receive staff report. 3. Accept public testimony. 4. City Council comments and questions. 5. Take appropriate action. Those wishing to address the City Council during the Public Hearing must complete a "Request to Speak" form and provide it to the City Clerk prior to the hearing.

The public hearing for Item 8 is held in accordance with California Elections Code §21607.1, which includes in part, the public hearing shall begin at a fixed time regardless of its order on the agenda, except that the City Council may first conclude any item being discussed or acted upon, including any associated public comment, when that time occurs (Cal. Elec. Code §21607.1(d)).

If live translation, in Spanish, is needed for this public hearing or if a reasonable accommodation in accordance with the American with Disabilities Act is needed, please submit a request at least 72-hour before the public hearing. Requests can be submitted by telephone at (949) 461-3400 or via email at [email protected].

8. 2022 REDISTRICTING PUBLIC HEARING NO. 2

RECOMMENDED ACTION: 1. Conduct Public Hearing No. 2 at a time certain of 6:45 p.m.

2. Receive a presentation from Bear Demographics and Research, LLC on the Proposed Draft Map.

3. Comment on the Proposed Draft Map.

9. 6TH CYCLE “2021-2029 HOUSING ELEMENT” OF THE GENERAL PLAN

RECOMMENDED ACTION: Adopt a Resolution entitled: A RESOLUTION

OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, ADOPTING THE “2021-2029 HOUSING ELEMENT” OF THE GENERAL PLAN

DISCUSSION/ACTION ITEMS (Item Nos. 10 – 11)
The following matters are for City Council consideration/discussion/action. Members of the public may have the opportunity to address these items if they wish to do so. Please complete the "Request to Speak" form and give to the City Clerk.

10. VETERANS PARK MEMORIAL DISCUSSION

RECOMMENDED ACTION: Exercise City Council discretion regarding a flagpole at the Veterans Park Memorial.

11. CONSIDERATION OF APPOINTMENTS TO REGIONAL BOARDS

RECOMMENDED ACTION: 1. Affirm the current seats to regional boards.

2. Reappoint Council Member Tettemer to the Audit Committee for an additional one-year term.

January 4, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 5

3. Exercise discretion in considering a Resolution entitled: A RESOLUTION

OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA,

DESIGNATING AND APPOINTING ITS REPRESENTATIVE TO THE
ORANGE COUNTY FIRE AUTHORITY’S BOARD OF DIRECTORS

CITY MANAGER'S REPORT
At this time, the City Manager may comment on agenda and non-agenda items; and report on items of interest to the City Council and community.

CITY COUNCIL COMMENTS
At this time, City Council Members may comment on agenda or non-agenda matters. No discussion may take place on any item not appearing on the posted agenda. Council Members may ask a question for clarification, respond to statements made or questions posed by the public, make a brief announcement, or make a brief report on his or her own activities. In addition, the City Council may refer to staff or other resources for factual information, request staff to report back at a subsequent meeting or direct staff to place a matter of business on a future agenda. No action may be taken on non-agenda matters unless authorized by law (Government Code Section 54954.2).

Council Member Moatazedi:

Council Member Tettemer:

Council Member Voigts:

Mayor Pro Tem Cirbo:

Mayor Pequeño:

ADJOURNMENT:

In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this Meeting, including auxiliary aids or services, you should contact the Office of the City Clerk at (949) 461-3400. Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting.

The City Council agenda and agenda back-up materials can be obtained from the Office of the City Clerk on the Friday prior to the City Council meeting. Copies of all Agendas, Staff Reports and Supporting Materials can also be found on the City’s website – https://www.lakeforestca.gov/129/Agendas. Agenda and agenda packets, if requested, will be made available in an appropriate alternative format to persons with a disability as required by the Americans With Disabilities Act. Copies of the agenda are provided at no cost and agenda back-up materials are available at the per page copy cost.

The City of Lake Forest mailing address is City Council Chambers, 100 Civic Center Drive, Lake Forest, California.

Phone: (949) 461-3400. FAX (949) 461-3511

CERTIFICATION: I, Lisa Berglund, City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on December 29, 2021.

Lisa Berglund
City Clerk

CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/4/2022
DEPARTMENT: City Clerk
SUBJECT:

INSTALLATION OF MAYOR AND MAYOR PRO TEM FOR 2022
RECOMMENDED ACTION(S):

Hold the ceremonial oaths of office.

EXECUTIVE SUMMARY:

During the December 7, 2022 City Council meeting, the City Council held nominations for the positions of Mayor and Mayor Pro Tem to serve the City during the 2022 calendar year. The nominations for Mayor and Mayor Pro Tem were subject to a ratification vote of the entire City Council. It was then declared that Robert Pequeño of District 5 would serve as the Mayor and Douglas "Doug" Cirbo of District 1 would serve a Mayor Pro Tem (Attachment).

Mayor Pequeno and Mayor Pro Tem Cirbo have each requested to retake their oath of office as one of their first actions in their respective new roles. Therefore, it is now appropriate to proceed with a ceremonial Oath of Office for the Mayor and Mayor Pro Tem for 2022.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Minute Excerpt from December 7, 2021 City Council Meeting Initiated By: Lisa Berglund, City Clerk
Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 1
6 ATTACHMENT
Item: 1
7 LAKE FOREST CITY COUNCIL MINUTE EXCERPT PREPARED BY THE OFFICE OF THE CITY CLERK OCTOBER 19, 2021
Page No. 1

MINUTE EXCERPT

LAKE FOREST REGULAR CITY COUNCIL MEETING
DECEMBER 7, 2021
____________________________________________________________

19. SELECTION OF MAYOR AND MAYOR PRO TEM FOR THE 2022 CALENDAR YEAR
City Manager Rose introduced this item.

Council Member Tettemer made a motion to nominate Mayor Pro Tem Pequeño to serve as Mayor for the 2022 calendar year. The motion was seconded by Mayor Voigts. The Motion passed 4/0 with Council Member Moatazedi absent.

Council Member Tettemer made a motion to nominate Council member Cirbo to serve as Mayor Pro Tem for the 2022 calendar year . The motion was seconded by Mayor Pro Tem Pequeño. The Motion passed 4/0 with Council Member Moatazedi absent.

Item: 1
8 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/4/2022
DEPARTMENT: City Clerk
SUBJECT:

COMMENTS BY INCOMING MAYOR
RECOMMENDED ACTION(S):

Extend the opportunity to Mayor Pequeño to present comments.

EXECUTIVE SUMMARY:

The City's longstanding practice is to provide the new Mayor a comment period at the beginning of the first City Council meeting during the term of service as Mayor (outside of normal City Council comments) to remark on the upcoming year in office.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

None.

Initiated By: Vanessa Hall, Administrative Specialist
Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 2
9 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/4/2022
DEPARTMENT: Public Works
SUBJECT:

CHANGES TO CR&R WASTE COLLECTION SCHEDULE
RECOMMENDED ACTION(S):

Receive presentation regarding changes in the CR&R collection schedule.

EXECUTIVE SUMMARY:

Effective January 3, 2022, CR&R began several residential trash and recycling collection schedule changes that will impact approximately 4,600 residents (Attachment). The route changes are necessary due to current and projected residential development growth as well as the expansion of the organics program in several communities that were previously exempt from the green waste program. The updated collection schedules create a more balanced routing schedule and increase capacity for the expanded organics program.

In accordance with Attachment B, Section 1.3 of the Franchise Agreement between the City and CR&R, CR&R sent a request to the City on October 1, 2021 to revise the collection schedule. Staff evaluated the request and the City gave approval to CR&R to commence the revised collection routes effective January 3, 2022. As part of the route change implementation, CR&R conducted outreach and notification to the affected residents. Direct mail letters were sent four (4) weeks prior, postcards were sent two (2) weeks prior, and “outdial” notifications (automated telephone message) were conducted both one (1) week prior and the week of the change. Another outdial notification will be sent the week following the change, if needed. Additionally, CR&R will provide courtesy collection and reminders for carts placed out on the old service day.

The revised collection schedule will have minimal impact on street sweeping.

Street sweeping schedules will continue on the same day as scheduled prior to the trash and recycling route changes with the exception of a few streets in Baker Ranch.

Item: 3
10 1
7 6
2 FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Revised Residential Service Map
Initiated By: Christine Groves, Senior Management Analyst Submitted By: Thomas Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 3
11 Attachment
Item: 3
12 Item: 3
13 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/4/22
DEPARTMENT: City Clerk
SUBJECT:

MOTION TO WAIVE RESOLUTIONS AND ORDINANCES
RECOMMENDED ACTION(S):

Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.

EXECUTIVE SUMMARY:

California Government Code 36934 allows titles of ordinances and resolutions to be waived.

FISCAL IMPACT:

There is minimal fiscal impact associated with the recommended action.

ATTACHMENTS:

None.

Submitted By: Lisa Berglund, MPA, City Clerk
Approved By: Debra Rose, City Manager
Item: 4
14 55136.00000\34536956.1

CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/4/2022
DEPARTMENT: City Attorney
SUBJECT:

CONTINUING TO HOLD VIRTUAL MEETINGS PURSUANT TO AB 361
RECOMMENDED ACTION(S):

Make renewed findings that a state of emergency remains in effect and that state and local officials continue to recommend measures that promote social distancing.

EXECUTIVE SUMMARY:

The Governor has issued a series of executive orders in connection with the COVID-19 pandemic, which included a waiver of all physical-presence requirements under the Brown Act. The most recent of these orders was set to expire on September 30, 2021. Assembly Bill (“AB”) 361, which took effect as an urgency measure on September 16, leaves this determination to local agencies, subject to certain findings they must make then renew periodically to allow virtual or telephonic meetings during the pendency of the COVID-19 pandemic.

Staff recommends the City Council make renewed findings that a state of emergency remains in effect at the state level, and that local officials continue to recommend measures that promote social distancing.

BACKGROUND:

The Governor’s Executive Order N-29-20 suspended some of the Brown Act’s in- person attendance requirements, but has since expired. AB 361 extends the waiver of in-person attendance requirements, under some additional rules.

On November 2, 2021, in order to continue to have the opportunity to host virtual, hybrid, or remote meetings in a similar manner as previously permitted under the Governor’s order, the City Council made findings that a state of emergency remains in effect and that state or local officials recommend social distancing measures.

Item: 5
15 55136.00000\34536956.1
1 3
5 5
AB 361 requires that these earlier findings be renewed by the City Council every thirty (30) days in order to continue to make use of virtual or telephonic meetings and relaxed in-person attendance requirements for Council meetings.

DISCUSSION:

AB 361 permits many of the meeting adaptations allowed under the earlier Executive Order (which acted as a temporary waiver of the Brown Act’s in-person attendance requirements), while also adding new requirements to the management of remote and teleconference public meetings.

In order to continue to qualify for AB 361’s waiver of in-person meeting requirements, the Council would need to make findings within 30 days of its November 2, 2021 regular meeting that that a state of emergency remains in effect and that state or local officials recommend social distancing measures.

These findings must be renewed every 30 days for remote meetings to continue.

As the Council meets on the first and third Tuesday of every month, the Council need only renew these findings at every other regular session.

Therefore, staff recommends the City Council find and determine that a state of emergency remains in effect and that state or local officials recommend social distancing measures.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

None.

Submitted By: City Attorney
Approved By: City Manager
Item: 5
16 LAKE FOREST CITY COUNCIL MINUTES PREPARED BY THE OFFICE OF THE CITY CLERK DECEMBER 21, 2021
Page No. 1

MINUTES OF THE REGULAR MEETING

OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST

The Regular Meeting of the City Council of the City of Lake Forest held Tuesday, December 21, 2021, at the Lake Forest City Council Chamber, 100 Civic Center Drive, Lake Forest, California, was called to order at 6:30 p.m.

ROLL CALL:

Councilmembers:

Mayor Pro Tem
Mayor:

City Manager:

City Attorney:

City Clerk:

Doug Cirbo
Mark Tettemer
Neeki Moatazedi (teleconference)
Robert Pequeño
Scott Voigts

Debra Rose
Matthew Richardson
Lisa Berglund

PUBLIC SESSION:

INVOCATION: The Invocation was provided by Pastor Jason Williams of Saddleback Church.

PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Eagle Scout George Tirado.

PRESENTATIONS: (Item Nos. 1 – 3)
MOTION: A motion was made by Council Member Tettemer and seconded by Council Member Cirbo to review the presentations. The motion passed 5/0.

1. CELEBRATION OF THE CITY’S 30TH ANNIVERSARY OF INCORPORATION

ACTION: Deputy City Manager Channing shared a recorded video of the Lake Forest 30
th Anniversary Carnival that occurred on December 4, 2021.

In recognition of the City’s 30
th Anniversary of incorporation, presentations were
received by OC Supervisor Lisa Bartlett, OC Treasurer Shari Freidenrich, OCFA Division Chief Conteras, Laguna Woods Mayor Carole Moore, Laguna Hills Mayor Pro Tem Janine Heft, Matt Kern of Senator Min’s Office, John Withers and Peer Swan of Irvine Ranch Water District, and Dennis Cafferty of the El Toro Water Board.

At 7:11 pm the City Council then went into recess.

At 7:35 pm the City Council reconvened.

Item: 6
17 LAKE FOREST CITY COUNCIL MINUTES PREPARED BY THE OFFICE OF THE CITY CLERK DECEMBER 21, 2021
Page No. 2

2. MAYOR’S AWARD

ACTION: The Mayor’s Award was presented to K Yoshino.

3. SERVICE AWARD

ACTION: The Employee Service Awards were presented.

PUBLIC COMMENTS:

Public comment was offered by Andrew Hamilton.

CONSENT CALENDAR: (Item Nos. 4 - 12)
MOTION: It was moved by Council Member Tettemer and seconded by Mayor Pro Tem Pequeño to approve Consent Calendar Item Nos. 4-12. The motion was carried by a vote of 5/0.

4. MOTION TO WAIVE RESOLUTIONS AND ORDINANCES

RECOMMENDED ACTION: Said Ordinances and Resolutions appearing on the public agenda were determined to have been read by title and further reading waived.

5 MONTHLY TREASURER'S REPORT - NOVEMBER 2021

ACTION: The monthly Treasurer’s Report was received and filed.

6 MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON DECEMBER 7. 2021

ACTION: Minutes were approved as presented.

7. ANNUAL REVIEW OF THE INVESTMENT POLICY

ACTION: The Investment Policy was approved as submitted.

8. AWARD OF CONTRACTS FOR STREET AND TRAFFIC DESIGN SERVICES

ACTION: 1. A Professional Consultant Services Agreement was approved in the amount of $6452,589.00 to BKF Engineers for Street and Traffic Design Services.

2. A Professional Consultant Services Agreement was approved in the amount of $424,238.40 to Onward Engineering for Street and Traffic Design Services.

Item: 6
18 LAKE FOREST CITY COUNCIL MINUTES PREPARED BY THE OFFICE OF THE CITY CLERK DECEMBER 21, 2021
Page No. 3

3. A Professional Consultant Services Agreement was approved in the amount of $764,058.00 to Rick Engineering Company for Street and Traffic Design Services.

4. A Professional Consultant Services Agreement was approved in the amount of $966,725.00 to Tait & Associates, Inc. for Street and Traffic Design Services.

5. The Mayor was authorized to sign, and the City Clerk to attest to, the Agreements substantially in the forms attached.

9. CITYWIDE RECREATIONAL VEHICLE PARKING UPDATE

ACTION: The update on recreational vehicle parking concerns was received and filed.

10. RECREATION VENDOR CONTRACT INSTRUCTOR PAYMENTS

ACTION: A PAYMENT AUTHORIZING A PAYMENT OF $16,904 TO SUPER SOCCER STRARS AND A $9,120.70 PAYMENT TO SKYHAWKS FOR THE

REMAINING ENROLLMENT REVENUE OWED FROM COMMUNITY

SERVICES CONTRACT CLASSES TAUGHT DURING THE SUMMER AND
FALL 2021 SEASONS.

11. CONSIDER OPTING INTO SETTLEMENT AGREEMENT WITH

DISTRIBUTORS OF OPIOIDS, AMERISOURCE BERGEN CARDINAL

HEALTH, AND MCKESSON, AND OPIOID MANUFACTURER JANSSEN
(OWNED BY JOHNSON & JOHNSON)

RECOMMENDED ACTION: 1. The City Council voted to opt into settlement agreement with opioid distributors, Amerisource Bergen, Cardinal Health, and McKesson, whereby the County of Orange will receive the City’s designated share of settlement funds direct the City Manager to execute any documents necessary to implement the action.

2. The City Council voted to opt into settlement agreement with opioid manufacturer, Janssen (owned by Johnson & Johnson), whereby the County of Orange will receive the City’s designated share of the settlement funds and direct the City Manager to execute any documents necessary to implement the action.

12. APPROVAL OF AGREEMENT WITH COUNTY OF ORANGE FOR ON-CALL

CONSULTING AND STREET MAINTENANCE SERVICES

RECOMMENDED ACTION: Approve the Agreement with the County of Orange for On-Call Consulting and Street Maintenance Services. Authorize the City Item: 6
19 LAKE FOREST CITY COUNCIL MINUTES PREPARED BY THE OFFICE OF THE CITY CLERK DECEMBER 21, 2021
Page No. 4

Manager to sign, and the City Clerk to attest, the Agreement substantially in the form attached.

DISCUSSION/ACITON ITEMS: (Item No. 13 - 16)

13. COMPREHENSIVE CROSSING GUARD STUDY

STATEMENT FOR THE RECORD:

Council Member Cirbo: The city contracts with All City Management Services for crossing guard services. Because my wife is an employee of the ACMS, I have determined that I have remote interest in this item and will recuse myself from this item.

At this time Council Member Cirbo exited the City Council Chambers.

The Comprehensive Crossing Guard Study was reviewed by Traffic Engineering Manager Tran Tran with the City Council.

MOTION: A motion was made by Mayor Voigts and seconded by Council Member Tettemer for staff to monitor the crossing locations until traffic patterns return to pre-pandemic levels. The motion passed 4/0/1 with Council Member Cirbo recusing himself.

After the vote of this item, Council Member Cirbo returned to the dais in the City Council Chambers.

14. ELIMINATION OF CONSIDERATION OF ADDING LIGHTS FOR SOCCER AT

PORTOLA PARK

MOTION: A motion was made by Council Member Cirbo and seconded by Council Member Tettemer to eliminate further discussion on soccer center lighting and focus on lighting options for the pickleball courts, which also includes the volleyball area, and the dog park only.

The motion passed 4/0/1 with Mayor Voigts abstaining from the vote.

15. PRESENTATION OF GAVEL TO MAYOR VOIGTS FOR SERVICE IN 2021

MOTION: The presentation of the gavel was received by outgoing Mayor Voigts.

16. COMMENTS BY OUTGOING MAYOR

MOTION: Outgoing comments were offered by Mayor Voigts.

Item: 6
20 LAKE FOREST CITY COUNCIL MINUTES PREPARED BY THE OFFICE OF THE CITY CLERK DECEMBER 21, 2021
Page No. 5

CITY MANAGERS REPORT:

Assistant City Manager Rose has not further comments this evening.

CITY COUNCIL COMMENTS:

Council Member Cirbo:

Mayor Pro Tem-Elect Cirbo recognized Mayor Voigts
for his service to the City.

Council Member Moatazedi:

Council Member thanked Mayor Voigts for his
leadership and dedication to our City.

Council Member Tettemer:

Council Member thanked staff for their hard work. He
congratulation Mayor-elect Pequeño on his new duties
as Mayor for 2022. He further wished everyone a
happy holiday and to stay safe and healthy.

Mayor Pro Tem Pequeño:

Council Member thanked the City Manager and staff
for their hard work, he thanked employee Taylor
Abernathy for his service to Lake Forest. He thanked
Mal Richardson and his colleagues for their support
throughout the year. He thanked OCSD Captain Chad
Taylor and OCFA Division Chief Contreras and the
men and women in armed forced and veterans, and
he thanked Saddleback Church and other local
churches for spiritual services to the residents.

Especially, Saddleback Calvary Chapel and Terra
Nova. He thanked his family for their support.

He further wished everyone a Merry Christmas.

Mayor Voigts:

Mayor Voigts thanked his colleagues for their support.

He thanked the city’s local churches. He thanked Suzy
Betz for starting Clean Lake Forest. He thanked his
family for supporting him. He wished everyone a
Merry Christmas and a Happy New Year!

ADJOURNMENT: The regular meeting of the City Council was adjourned in the memory of Lt. Colonel Bryce William Jordan and former U.S. Marine and 25-year business owner, Paul Blake at 8:46 p.m.

Item: 6
21 LAKE FOREST CITY COUNCIL MINUTES PREPARED BY THE OFFICE OF THE CITY CLERK DECEMBER 21, 2021
Page No. 6

Respectfully submitted: APPROVED:

LISA BERGLUND, MPA SCOTT VOIGTS

CITY CLERK MAYOR

Item: 6
22 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/4/2022
DEPARTMENT: Finance
SUBJECT:

CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION(S):

Approve the warrant register in the amount of $4,430,817.28 as submitted.

EXECUTIVE SUMMARY:

In accordance with Government Code Section 37202 and Lake Forest Municipal Code Chapter 3.16, the officials below certify that 1) the invoices of the warrant register have been properly reviewed and 2) funds are available for payment of the warrants.

FISCAL IMPACT:

The amount of the warrant register is $4,430,817.28.

ATTACHMENTS:

Warrant Register
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 7
23 Attachment

Item: 7
24 This warrant register includes:

Total manual warrants - $
Total current warrants 4,430,817.28
Grand total warrant register 4,430,817.28$
The following warrants are in excess of $10,000:

AMOUNT
ABTECH TECHNOLOGIES INC. 67951 29,386.80
ADVANTAGE MAILING LLC 68040 16,925.85
ALL CITY MANAGEMENT 68043 14,597.16
ANNEALTA GROUP 67954 22,200.62
ANNEALTA GROUP 68046 20,730.62
ARCADIAN BANK 67921 15,000.00
ARCADIAN BANK 68048 10,000.00
ARDURRA GROUP INC 68049 96,541.50
BEAR ELECTRICAL SOLUTIONS INC. 68051 16,727.00
BEST BEST & KRIEGER LLP 68052 78,973.17
BEST BEST & KRIEGER LLP 68005 62,749.60
BEST BEST & KRIEGER LLP 68006 53,203.55
BRIGHTVIEW LANDSCAPE SERVICES 68053 130,556.75
BRIGHTVIEW LANDSCAPE SERVICES 67956 27,085.52
CHARGEPOINT INC. 68008 12,103.00
CHARLES ABBOTT ASSOCIATES INC 67958 63,506.94
CLIFTONLARSONALLEN LLP 68009 15,000.00
COUNTY OF ORANGE 68010 143,067.90
COUNTY OF ORANGE TREASURER-TAX 67928 1,579,665.78
COUNTY OF ORANGE TREASURER-TAX 67929 121,774.55
EL TORO WATER DISTRICT 68062 23,367.20
ELEGANT CONSTRUCTION INC. 68100 111,884.56
GREAT SCOTT TREE SERVICE INC 68016 56,871.26
HARTZOG & CRABILL INC. 68063 30,475.54
HORIZONS CONSTRUCTION CO. 68102 313,181.47
ICON ENTERPRISES INC. 67936 13,679.98
INTER-PACIFIC INC 68103 27,750.00
IRVINE RANCH WATER DISTRICT 67967 75,917.62
IRVINE RANCH WATER DISTRICT 68064 37,253.90
KIDDER MATHEWS OF CALIFORNIA 68066 51,155.54
LEIGHTON AND ASSOCIATES INC. 68069 22,367.46
NIEVES LANDSCAPE INC. 67975 193,878.56
PACIFIC WEST SPACE 68072 53,200.00
R.F. DICKSON CO., INC. 68031 32,480.26
SKYHAWKS SPORTS ACADEMY 67982 20,000.00
SOUTHERN CALIFORNIA EDISON 68080 85,783.28
SPECTRASYSTEMS, INC. 68118 283,791.60
SUPER SOCCER STARS 68119 16,904.00
SUPER SOCCER STARS 67996 10,000.00
SUPER SOCCER STARS 67997 10,000.00
SWA GROUP INC 67991 19,358.85
THREE PHASE ELECTRIC INC. 67993 27,823.60
U.S. BANK CORPORATE PAYMENT 68084 28,466.09
WALLACE & ASSOCIATES 68085 12,651.00
Z&K CONSULTANTS, INC. 68086 30,715.00
Department: Designation: Designation:

City Clerk (CC) Finance (F)
City Manager (CM) Management Services (MS)
Community Development (CD) Public Works (PW)
Community Services (CS) Police Services (PS)
City of Lake Forest
Warrant Register
December 2021
Department:

Item: 7
25 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
1Page:

Check Amount
Check Date
Invoice Description1Vendor Name Ref No. Discount Date
PO No. Pay DateInvoice Description2Vendor Name Line 2
Due Date
Invoice Number
Vendor Number
City Bank
State/Province Zip/Postal
Discount AmountCheck No.

Taxes Withheld
CA 91731

0.0012/29/2021 68087OP
12/29/2021011791
12/29/2021ARTS, 12/19 COMMUNITY CTR (CS)
12/29/2021SECURITY SERVICES 12/17 PERF 116949ABSOLUTE SECURITY INTERNATIONA 256.412020104011

0.00 ABSOLUTE INTERNATIONAL SECURIT

EL MONTE
Total: 68087Check No. 256.41
Total for ABSOLUTE SECURITY INTERNATIONA 256.41
CA 92081

0.0012/09/2021 67951OP
12/09/2021011409
12/09/2021
12/09/2021OFFICE 365 RENEWAL (CM) 116663ABTECH TECHNOLOGIES INC.

46.94W202267-IN

0.00 VISTA
CA 92081

0.0012/09/2021 67951OP
12/09/2021011409
12/09/2021
12/09/2021IT MANAGED SERVICES DEC (CM) 116664ABTECH TECHNOLOGIES INC. 29,223.50W202292-IN

0.00 VISTA
CA 92081

0.0012/09/2021 67951OP
12/09/2021011409
12/09/2021(CM)
12/09/2021REPLACEMENT LAPTOP BATTERY 116666ABTECH TECHNOLOGIES INC. 116.362111058-IN

0.00 VISTA
Total: 67951Check No. 29,386.80
CA 92081

0.0012/16/2021 67998OP
12/16/2021011409
12/16/2021
12/16/2021OFFICE 365 RENEWAL (CM) 116804ABTECH TECHNOLOGIES INC.

15.00W202360-IN

0.00 VISTA
Total: 67998Check No. 15.00
CA 92081

0.0012/23/2021 68038OP
12/23/2021011409
12/23/2021
12/23/2021ADOBE ACROBAT LICENSES (CD) 116846ABTECH TECHNOLOGIES INC. 106.452112017-IN

0.00 VISTA
Total: 68038Check No. 106.45
Total for ABTECH TECHNOLOGIES INC. 29,508.25
PA 15250-7878

0.0012/02/2021 67918OP
12/02/202101983
12/02/2021SPORTS PARK (CM)
12/02/2021SECURITY QUARTERLY SERVICE 116553ADT SECURITY SERVICES 206.37877129982

0.00 PITTSBURGH
Total: 67918Check No. 206.37
Item: 7
26 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
2Page:

Taxes Withheld
PA 15250-7878

0.0012/16/2021 67999OP
12/16/202101983
12/16/2021SPORTS PARK (CM)
12/16/2021SECURITY QUARTERLY SERVICE 116806ADT SECURITY SERVICES 957.06886362557

0.00 PITTSBURGH
Total: 67999Check No. 957.06
PA 15250-7878

0.0012/23/2021 68039OP
12/23/202101983
12/23/202101/18 SKATE PARK (CM)
12/23/2021SECURITY MONITORING 12/19 - 116904ADT SECURITY SERVICES

59.69888433633

0.00 PITTSBURGH
Total: 68039Check No. 59.69
Total for ADT SECURITY SERVICES 1,223.12
CA 92816

0.0012/23/2021 68040OP
12/23/202101821
12/23/2021(MS)
12/23/2021LEAFLET & REC GUIDE PRINTING 116842ADVANTAGE MAILING LLC 16,925.85162313

0.00 ADVANTAGE COLOR GRAPHICS

ANAHEIM
Total: 68040Check No. 16,925.85
Total for ADVANTAGE MAILING LLC 16,925.85
CA 92630

0.0012/02/2021 67919OP
12/02/20211940
12/02/2021(CS)
12/02/2021SENIOR MOBILITY PROGRAM OCT 116558AGE WELL SENIOR SERVICES 3,783.621021

0.00 LAKE FOREST
Total: 67919Check No. 3,783.62
CA 92630

0.0012/29/2021 68088OP
12/29/20211940
12/29/2021NOV (CS)
12/29/2021SENIOR MOBILITY PROGRAM 116946AGE WELL SENIOR SERVICES 3,773.121121

0.00 LAKE FOREST
Total: 68088Check No. 3,773.12
Total for AGE WELL SENIOR SERVICES 7,556.74
CA 91110-1900

0.0012/09/2021 67952OP
12/09/2021011363
12/09/2021(MS)
12/09/2021CITY 30TH ANNIVERSARY GIVEAWAY 116612AIA CORPORATION 858.51SYA2786396

0.00 PASADENA
Total: 67952Check No. 858.51
Item: 7
27 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
3Page:

Taxes Withheld
CA 91110-1900

0.0012/23/2021 68041OP
12/23/2021011363
12/23/2021ANNIVERSARY (MS)
12/23/2021BAGS FOR CITY OUTREACH/ 30TH 116839AIA CORPORATION 5,439.26SYA2788747

0.00 PASADENA
CA 91110-1900

0.0012/23/2021 68041OP
12/23/2021011363
12/23/2021(MS)
12/23/2021CITY 30TH ANNIVERSARY GIVEAWAY 116840AIA CORPORATION 1,721.20SYA2789195

0.00 PASADENA
Total: 68041Check No. 7,160.46
Total for AIA CORPORATION 8,018.97
CA 92612

0.0012/23/2021 68042OP
12/23/2021011357
12/23/2021BARKER RANCH DOG PARK DEC (PW)
12/23/2021EXIT BUTTON REPAIR 116830ALH SECURITY INC.
503.1713053

0.00 IRVINE
Total: 68042Check No. 503.17
Total for ALH SECURITY INC. 503.17
CA 90084

0.0012/23/2021 68043OP
12/23/20210126
12/23/202111/13/21 CONTRACT SERVICES
12/23/2021CROSSING GUARD 10/31/21 - 116841ALL CITY MANAGEMENT 14,597.1673303

0.00 SERVICES, INC.

LOS ANGELES
Total: 68043Check No. 14,597.16
CA 90084

0.0012/29/2021 68089OP
12/29/20210126
12/29/202111/27/21 CONTRACT SERVICES
12/29/2021CROSSING GUARD 11/14/21 - 116945ALL CITY MANAGEMENT 8,148.9073638

0.00 SERVICES, INC.

LOS ANGELES
Total: 68089Check No. 8,148.90
Total for ALL CITY MANAGEMENT 22,746.06
CA 92373

0.0012/16/2021 68000OP
12/16/2021011370
12/16/2021OCT LFSP (PW)
12/16/2021GYM AC TRANSFORMER SERVICE 116762ALLISON MECHANICAL INC. 346.1677723

0.00 REDLANDS
CA 92373

0.0012/16/2021 68000OP
12/16/2021011370
12/16/2021DEC LFSP (PW)
12/16/2021HVAC QUARTERLY MAINTENANCE 116763ALLISON MECHANICAL INC. 1,796.0073622B

0.00 REDLANDS
Item: 7
28 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
4Page:

Taxes Withheld
CA 92373

0.0012/16/2021 68000OP
12/16/2021011370
12/16/2021OCT LFSP (PW)
12/16/2021THERMOSTAT FUSE REPLACEMENT 116764ALLISON MECHANICAL INC. 614.6277695

0.00 REDLANDS
Total: 68000Check No. 2,756.78
Total for ALLISON MECHANICAL INC. 2,756.78
CA 90240

0.0012/02/2021 67920OP
12/02/2021011482
12/02/2021
12/02/2021REHAB LOAN FEES PFEIL (CD) 116536AMERINAT
431.00FS-5283

0.00 RECEIVABLES DEPARTMENT
DOWNEY
Total: 67920Check No. 431.00
CA 90240

0.0012/23/2021 68044OP
12/23/2021011482
12/23/2021
12/23/2021REHAB LOAN FEES HAHN (CD) 116845AMERINAT
431.00FS-5306

0.00 RECEIVABLES DEPARTMENT
DOWNEY
Total: 68044Check No. 431.00
Total for AMERINAT 862.00
CA 92618

0.0012/23/2021 68045OP
12/23/2021011330
12/23/2021CIVIC CENTER NOV (PW)
12/23/2021TROUBLESHOOT PHOTO CELL 116907ANDERSON & HOWARD ELECTRIC INC 951.00960001746

0.00 IRVINE
Total: 68045Check No. 951.00
Total for ANDERSON & HOWARD ELECTRIC INC 951.00
CA 92630

0.0012/16/2021 68001OP
12/16/2021010988
12/16/2021INSTRUCTOR PAYMENT (CS)
12/16/2021FALL YOGA COURSE 116792ANDREA THORLAKSON

84.0010146

0.00 LAKE FOREST
CA 92630

0.0012/16/2021 68001OP
12/16/2021010988
12/16/2021INSTRUCTOR PAYMENT (CS)
12/16/2021FALL YOGA COURSE 116793ANDREA THORLAKSON
999.6010644

0.00 LAKE FOREST
CA 92630

0.0012/16/2021 68001OP
12/16/2021010988
12/16/2021INSTRUCTOR PAYMENT (CS)
12/16/2021FALL YOGA COURSE 116794ANDREA THORLAKSON
889.0010645

0.00 LAKE FOREST
Total: 68001Check No. 1,972.60
Item: 7
29 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
5Page:

Taxes Withheld
Total for ANDREA THORLAKSON 1,972.60
CA 92692

0.0012/09/2021 67953OP
12/09/20212248
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL ZUMBA GOLD CLASS 116679ANGELA VELEZ
308.0010607

0.00 MISSION VIEJO
CA 92692

0.0012/09/2021 67953OP
12/09/20212248
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL ZUMBA GOLD CLASS 116680ANGELA VELEZ
105.0010608

0.00 MISSION VIEJO
CA 92692

0.0012/09/2021 67953OP
12/09/20212248
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL ZUMBA GOLD CLASS 116681ANGELA VELEZ
199.5010609

0.00 MISSION VIEJO
CA 92692

0.0012/09/2021 67953OP
12/09/20212248
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL ZUMBA GOLD CLASS 116682ANGELA VELEZ
122.5010606

0.00 MISSION VIEJO
Total: 67953Check No. 735.00
Total for ANGELA VELEZ 735.00
CA 92649

0.0012/09/2021 67954OP
12/09/2021011785
12/09/2021MIXED USE TRACT 17821
12/09/2021DEVELOPMENT INSPECTION OCT 116604ANNEALTA GROUP 3,240.002208

0.00 HUNTINGTON BEACH
CA 92649

0.0012/09/2021 67954OP
12/09/2021011785
12/09/2021TRACT 17300 HOME SITES ONLY
12/09/2021DEVELOPMENT INSPECTION OCT 116605ANNEALTA GROUP 1,380.002209

0.00 HUNTINGTON BEACH
CA 92649

0.0012/09/2021 67954OP
12/09/2021011785
12/09/2021AREA C-PORTOLA CENTER
12/09/2021DEVELOPMENT INSPECTION OCT 116606ANNEALTA GROUP 1,980.002207

0.00 HUNTINGTON BEACH
CA 92649

0.0012/09/2021 67954OP
12/09/2021011785
12/09/2021AREA C-PORTOLA CENTER
12/09/2021DEVELOPMENT INSPECTION OCT 116607ANNEALTA GROUP 7,890.312206

0.00 HUNTINGTON BEACH
CA 92649

0.0012/09/2021 67954OP
12/09/2021011785
12/09/2021LANDSEA TRACT 17948
12/09/2021DEVELOPMENT INSPECTION OCT 116608ANNEALTA GROUP 1,620.002205

0.00 HUNTINGTON BEACH
Item: 7
30 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
6Page:

Taxes Withheld
CA 92649

0.0012/09/2021 67954OP
12/09/2021011785
12/09/2021LANDSEA TRACT 17947
12/09/2021DEVELOPMENT INSPECTION OCT 116609ANNEALTA GROUP 420.002204

0.00 HUNTINGTON BEACH
CA 92649

0.0012/09/2021 67954OP
12/09/2021011785
12/09/2021LANDSEA SOUTH PA-5 TRACT 15353
12/09/2021DEVELOPMENT INSPECTION OCT 116610ANNEALTA GROUP 5,670.312203

0.00 HUNTINGTON BEACH
Total: 67954Check No. 22,200.62
CA 92649

0.0012/23/2021 68046OP
12/23/2021011785
12/23/2021LANDSEA SOUTH PA-5 TRACT 15353
12/23/2021DEVELOPMENT INSPECTION NOV 116831ANNEALTA GROUP 2,730.312216

0.00 HUNTINGTON BEACH
CA 92649

0.0012/23/2021 68046OP
12/23/2021011785
12/23/2021AREA C-PORTOLA CENTER
12/23/2021DEVELOPMENT INSPECTION NOV 116832ANNEALTA GROUP 12,870.312217

0.00 HUNTINGTON BEACH
CA 92649

0.0012/23/2021 68046OP
12/23/2021011785
12/23/2021AREA C-PORTOLA CENTER
12/23/2021DEVELOPMENT INSPECTION NOV 116833ANNEALTA GROUP 1,530.002218

0.00 HUNTINGTON BEACH
CA 92649

0.0012/23/2021 68046OP
12/23/2021011785
12/23/2021MIXED USE TRACT 17821
12/23/2021DEVELOPMENT INSPECTION NOV 116834ANNEALTA GROUP 2,280.002219

0.00 HUNTINGTON BEACH
CA 92649

0.0012/23/2021 68046OP
12/23/2021011785
12/23/2021TRACT 17300 HOME SITES ONLY
12/23/2021DEVELOPMENT INSPECTION NOV 116835ANNEALTA GROUP 1,320.002220

0.00 HUNTINGTON BEACH
Total: 68046Check No. 20,730.62
Total for ANNEALTA GROUP 42,931.24
CA 90248

0.0012/16/2021 68002OP
12/16/2021010902
12/16/2021VETERANS PARK (PW)
12/16/2021LAKE MAINTENANCE NOV 116745AQUABIO ENVIRONMENTAL 3,095.0051048

0.00 TECHNOLOGIES

GARDENA
Total: 68002Check No. 3,095.00
Total for AQUABIO ENVIRONMENTAL 3,095.00
Item: 7
31 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
7Page:

Taxes Withheld
MN 56032

0.0012/02/2021 67921OP
12/02/2021011710
12/02/2021
12/02/2021REHAB LOAN HAHN (CD) 116535ARCADIAN BANK
15,000.00HAHN 11/18/2021

0.00 FREEBORN
Total: 67921Check No. 15,000.00
MN 56032

0.0012/09/2021 67955OP
12/09/2021011710
12/09/2021
12/09/2021REHAB LOAN FEES MCKEE (CD) 116611ARCADIAN BANK 130.00303

0.00 FREEBORN
Total: 67955Check No. 130.00
MN 56032

0.0012/23/2021 68047OP
12/23/2021011710
12/23/2021
12/23/2021REHAB LOAN FEES PFEIL (CD) 116906ARCADIAN BANK 130.00306

0.00 FREEBORN
Total: 68047Check No. 130.00
MN 56032

0.0012/23/2021 68048OP
12/23/2021011710
12/23/2021
12/23/2021REHAB LOAN JACKSON (CD) 116905ARCADIAN BANK
10,000.00JACKSON 12/09/2021

0.00 FREEBORN
Total: 68048Check No. 10,000.00
MN 56032

0.0012/29/2021 68090OP
12/29/2021011710
12/29/2021
12/29/2021REHAB LOAN FEES HAHN (CD) 116986ARCADIAN BANK 130.00307

0.00 FREEBORN
Total: 68090Check No. 130.00
Total for ARCADIAN BANK 25,390.00
FL 33623

0.0012/23/2021 68049OP
12/23/2021011711
12/23/2021APPLICATION REVIEW (PW)
12/23/2021PROFESSIONAL SVCS NOV 116825ARDURRA GROUP INC 1,775.00118415B

0.00 TAMPA
FL 33623

0.0012/23/2021 68049OP
12/23/2021011711
12/23/2021PERMIT REVIEW (PW)
12/23/2021PROFESSIONAL SVCS NOV 116826ARDURRA GROUP INC 67,774.00118415C

0.00 TAMPA
Item: 7
32 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
8Page:

Taxes Withheld
FL 33623

0.0012/23/2021 68049OP
12/23/2021011711
12/23/2021INSPECTION (PW)
12/23/2021PROFESSIONAL SVCS NOV 116827ARDURRA GROUP INC 25,957.50118415D

0.00 TAMPA
FL 33623

0.0012/23/2021 68049OP
12/23/2021011711
12/23/2021WATER QUALITY MGMT (PW)
12/23/2021PROFESSIONAL SVCS NOV 116828ARDURRA GROUP INC 135.00118415F

0.00 TAMPA
FL 33623

0.0012/23/2021 68049OP
12/23/2021011711
12/23/2021EL TORO PARK RAILING REPL (PW)
12/23/2021PROFESSIONAL SVCS NOV 116829ARDURRA GROUP INC 900.00118415G

0.00 TAMPA
Total: 68049Check No. 96,541.50
Total for ARDURRA GROUP INC 96,541.50
MA 02186

0.0012/02/2021 67922OP
12/02/2021011050
12/02/2021
12/02/2021FLEET GPS UNITS NOV (F) 116540ASSURED TELEMATICS INC. 291.0082020

0.00 MILTON
Total: 67922Check No. 291.00
Total for ASSURED TELEMATICS INC. 291.00
IL 60197-9011

0.0012/02/2021 67924OP
12/02/2021011084
12/02/2021CIVIC CENTER (CM)
12/02/2021ANALOG PHONE LINES OCT 116552AT&T CALNET3
296.84339 000017335815

0.00 CAROL STREAM
IL 60197-9011

0.0012/02/2021 67924OP
12/02/2021011084
12/02/2021
12/02/2021MPS UTILITIES OCT (PW) 116568AT&T CALNET3
114.30257 000017285391

0.00 CAROL STREAM
IL 60197-9011

0.0012/02/2021 67924OP
12/02/2021011084
12/02/2021PARK (PW)
12/02/2021PARK UTILITIES OCT RIMGATE 116569AT&T CALNET3

66.68189 000017290905

0.00 CAROL STREAM
Total: 67924Check No. 477.82
IL 60197-9011

0.0012/16/2021 68003OP
12/16/2021011084
12/16/2021
12/16/2021PARK UTILITIES NOV (PW) 116773AT&T CALNET3

45.38157 000017387116

0.00 CAROL STREAM
Total: 68003Check No. 45.38
Item: 7
33 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
9Page:

Taxes Withheld
IL 60197-9011

0.0012/23/2021 68050OP
12/23/2021011084
12/23/2021RIMGATE PARK (PW)
12/23/2021PARK UTILITIES NOV 116836AT&T CALNET3

66.60189 000017435887

0.00 CAROL STREAM
IL 60197-9011

0.0012/23/2021 68050OP
12/23/2021011084
12/23/2021
12/23/2021MPS UTILITIES NOV (PW) 116837AT&T CALNET3
113.71257 000017433990

0.00 CAROL STREAM
Total: 68050Check No. 180.31
Total for AT&T CALNET3 703.51
IL 60197-5019

0.0012/02/2021 67923OP
12/02/202119083
12/02/2021CENTER (CM)
12/02/2021INTERNET SERVICE OCT CIVIC 116551AT&T
1,302.403944 11/11/2021

0.00 CAROL STREAM
Total: 67923Check No. 1,302.40
Total for AT&T 1,302.40
CA 92610

0.0012/16/2021 68004OP
12/16/2021010230
12/16/2021
12/16/2021MAYOR NAME BADGE DEC (CC) 116799AWARD CREATIONS

19.402021-1103

0.00 FOOTHILL RANCH
Total: 68004Check No. 19.40
Total for AWARD CREATIONS 19.40

0.0012/02/2021 67925OP
12/02/2021011802
12/02/2021COMMUNITY OUTREACH (CM)
12/02/2021PROFESSIONAL SERVICES OCT 116581BARRIOS & ASSOCIATES, LLC 6,735.852021-11U

0.00 COMMUNICATIONS LAB
Total: 67925Check No. 6,735.85

0.0012/29/2021 68091OP
12/29/2021011802
12/29/2021COMMUNITY OUTREACH (CM)
12/29/2021PROFESSIONAL SERVICES NOV 116918BARRIOS & ASSOCIATES, LLC 6,500.002021-12H

0.00 COMMUNICATIONS LAB
Total: 68091Check No. 6,500.00
Total for BARRIOS & ASSOCIATES, LLC 13,235.85
Item: 7
34 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
10Page:

Taxes Withheld
CA 95002

0.0012/23/2021 68051OP
12/23/2021011384
12/23/2021MAINTENANCE RESPONSE
12/23/2021TRAFFIC SIGNAL NOV 116850BEAR ELECTRICAL SOLUTIONS INC. 11,231.5014362

0.00 ALVISO
CA 95002

0.0012/23/2021 68051OP
12/23/2021011384
12/23/2021MAINTENANCE ROUTINE
12/23/2021TRAFFIC SIGNAL NOV 116851BEAR ELECTRICAL SOLUTIONS INC. 5,495.5014363

0.00 ALVISO
Total: 68051Check No. 16,727.00
Total for BEAR ELECTRICAL SOLUTIONS INC. 16,727.00
CA 90074-3074

0.0012/16/2021 68005OP
12/16/20210233
12/16/2021
12/16/2021LEGAL SERVICES AUG (CM) 116811BEST BEST & KRIEGER LLP 62,749.6021-08

0.00 LOS ANGELES
Total: 68005Check No. 62,749.60
CA 90074-3074

0.0012/16/2021 68006OP
12/16/20210233
12/16/2021
12/16/2021LEGAL SERVICES SEP (CM) 116810BEST BEST & KRIEGER LLP 53,203.5521-09

0.00 LOS ANGELES
Total: 68006Check No. 53,203.55
CA 90074-3074

0.0012/23/2021 68052OP
12/23/20210233
12/23/2021
12/23/2021LEGAL SERVICES OCT (CM) 116903BEST BEST & KRIEGER LLP 78,973.1721-10

0.00 LOS ANGELES
Total: 68052Check No. 78,973.17
Total for BEST BEST & KRIEGER LLP 194,926.32
CA 91110-2463

0.0012/09/2021 67956OP
12/09/2021011265
12/09/2021SPORTS PARKS AUG (PW)
12/09/2021TEMPORARY FENCING RENTAL 116613BRIGHTVIEW LANDSCAPE SERVICES 27,085.527534926R

0.00 INC.

PASADENA
Total: 67956Check No. 27,085.52
CA 91110-2463

0.0012/16/2021 68007OP
12/16/2021011265
12/16/2021CIVIC CENTER (PW)
12/16/2021MONTHLY MAINTENANCE NOV 116760BRIGHTVIEW LANDSCAPE SERVICES 3,625.007608159

0.00 INC.

PASADENA
Item: 7
35 3:29 pm
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CITY OF LAKE FOREST
Time:

Date:
11Page:

Taxes Withheld
CA 91110-2463

0.0012/16/2021 68007OP
12/16/2021011265
12/16/2021AUG LFSP (PW)
12/16/2021TEMPORARY FENCE RENTAL 116761BRIGHTVIEW LANDSCAPE SERVICES 1,630.427534896R

0.00 INC.

PASADENA
Total: 68007Check No. 5,255.42
CA 91110-2463

0.0012/23/2021 68053OP
12/23/2021011265
12/23/2021SPORTS PARK (PW)
12/23/2021MONTHLY MAINTENANCE NOV 116848BRIGHTVIEW LANDSCAPE SERVICES 75,323.727612649

0.00 INC.

PASADENA
CA 91110-2463

0.0012/23/2021 68053OP
12/23/2021011265
12/23/2021LFSP (PW)
12/23/2021MONTHLY MAINTENANCE NOV 116849BRIGHTVIEW LANDSCAPE SERVICES 55,233.037612647

0.00 INC.

PASADENA
Total: 68053Check No. 130,556.75
Total for BRIGHTVIEW LANDSCAPE SERVICES 162,897.69
CA 95833

0.0012/09/2021 67957OP
12/09/202103581
12/09/2021(CM)
12/09/20212022 MEMBERSHIP DUES GRIJALVA 116615CA ASSOC. FOR LOCAL ECONOMIC 629.33300003451

0.00 DEVELOPMENT

SACRAMENTO
CA 95833

0.0012/09/2021 67957OP
12/09/202103581
12/09/2021(CM)
12/09/20212022 MEMBERSHIP DUES CEVALLOS 116616CA ASSOC. FOR LOCAL ECONOMIC 100.00300003537

0.00 DEVELOPMENT

SACRAMENTO
Total: 67957Check No. 729.33
Total for CA ASSOC. FOR LOCAL ECONOMIC 729.33
CA 95825

0.0012/29/2021 68092OP
12/29/20210325
12/29/2021(CD)
12/29/2021MEMBERSHIP DUES 2022 STONICH 116927CALIFORNIA ASSOCIATION OF

95.00300015786

0.00 CODE ENFORCEMENT OFFICERS

SACRAMENTO
Total: 68092Check No. 95.00
Total for CALIFORNIA ASSOCIATION OF 95.00
CA 95833

0.0012/23/2021 68054OP
12/23/2021030791
12/23/2021SENATE BILL 1473 (CD)
12/23/2021GREEN BLDG FEES JUL - SEP 2021 116856CALIFORNIA BUILDING STANDARDS 1,878.3012/14/2021

0.00 COMMISSIONS

SACRAMENTO
Total: 68054Check No. 1,878.30
Item: 7
36 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
12Page:

Taxes Withheld
Total for CALIFORNIA BUILDING STANDARDS 1,878.30
CA 92707

0.0012/02/2021 67926OP
12/02/2021011222
12/02/2021OCT (CS)
12/02/2021SENIOR TRANSPORTATION 116559CALIFORNIA YELLOW CAB 570.7510508021

0.00 SANTA ANA
Total: 67926Check No. 570.75
CA 92707

0.0012/29/2021 68093OP
12/29/2021011222
12/29/2021NOV (CS)
12/29/2021SENIOR TRANSPORTATION 116948CALIFORNIA YELLOW CAB 473.2511508021

0.00 SANTA ANA
Total: 68093Check No. 473.25
Total for CALIFORNIA YELLOW CAB 1,044.00
CA 91730

0.0012/23/2021 68055OP
12/23/2021011417
12/23/2021REPAIR LFSP DEC (PW)
12/23/2021DOOR THRESHOLD OBSTRUCTION 116852CAPITOL DOOR SERVICE 480.003002866

0.00 RANCHO CUCAMONGA
Total: 68055Check No. 480.00
Total for CAPITOL DOOR SERVICE 480.00
CA 95008

0.0012/16/2021 68008OP
12/16/2021011640
12/16/2021ANNUAL MAINTENANCE (CM)
12/16/2021VEHICLE CHARGE STATIONS 116807CHARGEPOINT INC. 12,103.00IN122559

0.00 CAMPBELL
Total: 68008Check No. 12,103.00
Total for CHARGEPOINT INC. 12,103.00
CA 92691

0.0012/09/2021 67958OP
12/09/20210308
12/09/2021
12/09/2021STREET MAINTENANCE NOV (PW) 116614CHARLES ABBOTT ASSOCIATES INC 63,506.9463389

0.00 MISSION VIEJO
Total: 67958Check No. 63,506.94
Total for CHARLES ABBOTT ASSOCIATES INC 63,506.94
Item: 7
37 3:29 pm
12/28/2021

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CITY OF LAKE FOREST
Time:

Date:
13Page:

Taxes Withheld
CA 92653

0.0012/29/2021 68094OP
12/29/20210309
12/29/2021REIMBURSEMENT OCT-NOV (PW)
12/29/2021STREET LIGHT 116933CITY OF LAGUNA HILLS

42.23CLH00471

0.00 LAGUNA HILLS
Total: 68094Check No. 42.23
Total for CITY OF LAGUNA HILLS 42.23
CA 91110-2443

0.0012/16/2021 68009OP
12/16/2021011712
12/16/2021STMTS & HOUSING AUTH (F, CD)
12/16/2021INTERIM BILLING FINANCIAL 116789CLIFTONLARSONALLEN LLP 15,000.003088673

0.00 PASADENA
Total: 68009Check No. 15,000.00
Total for CLIFTONLARSONALLEN LLP 15,000.00
GA 30321-0717

0.0012/29/2021 68095OP
12/29/2021011536
12/29/20212019 DODGE DURANGO DEC (PS)
12/29/2021CONSOLE REMOVAL & REINSTALL 116916COMPUTER DEDUCTIONS INC. 504.633157

0.00 ATLANTA
Total: 68095Check No. 504.63
Total for COMPUTER DEDUCTIONS INC. 504.63
IL 60678

0.0012/23/2021 68056OP
12/23/2021011322
12/23/2021
12/23/2021CAMERA MAINTENANCE NOV (CM) 116854CONVERGINT TECHNOLOGIES LLC 2,832.33305569

0.00 CHICAGO
Total: 68056Check No. 2,832.33
Total for CONVERGINT TECHNOLOGIES LLC 2,832.33
IL 60693

0.0012/29/2021 68096OP
12/29/2021011314
12/29/2021(CM)
12/29/2021COMMERCIAL PROPERTIES DEC 116929COSTAR REALTY INFORMATION INC. 264.65115239853-1

0.00 CHICAGO
Total: 68096Check No. 264.65
Total for COSTAR REALTY INFORMATION INC. 264.65
CA 92702

0.0012/02/2021 67927OP
12/02/2021031362
12/02/2021NOV (PW)
12/02/2021ILLEGAL DISCHARGES ID/IC 116533COUNTY OF ORANGE TREASURER-TAX 1,644.86PW220275

0.00 COLLECTOR

SANTA ANA
Item: 7
38 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
14Page:

Taxes Withheld
Total: 67927Check No. 1,644.86
CA 92702

0.0012/02/2021 67928OP
12/02/2021031362
12/02/2021
12/02/2021LAW ENFORCEMENT DEC (PS) 116584COUNTY OF ORANGE TREASURER-TAX 1,579,665.78SH 60807

0.00 COLLECTOR

SANTA ANA
Total: 67928Check No. 1,579,665.78
CA 92702

0.0012/02/2021 67929OP
12/02/2021031362
12/02/2021ANIMAL CONTROL (PS)
12/02/2021CONTRACT SERVICES JUL - SEP 116573COUNTY OF ORANGE TREASURER-TAX 121,774.55AC2290020

0.00 COLLECTOR

SANTA ANA
Total: 67929Check No. 121,774.55
CA 92702

0.0012/23/2021 68057OP
12/23/2021031362
12/23/2021
12/23/2021AFIS FINGERPRINT DEC (PS) 116853COUNTY OF ORANGE TREASURER-TAX 3,315.00SH 60839

0.00 COLLECTOR

SANTA ANA
Total: 68057Check No. 3,315.00
Total for COUNTY OF ORANGE TREASURER-TAX 1,706,400.19
CA 92702

0.0012/16/2021 68010OP
12/16/20210347
12/16/2021ROAD FEES JUL - SEP (F)
12/16/2021EL TORO & SANTIAGO CANYON 116809COUNTY OF ORANGE 143,067.90JUL - SEP 2021

0.00 ATTN: ROAD FEE TEAM - 7TH FL

SANTA ANA
Total: 68010Check No. 143,067.90
Total for COUNTY OF ORANGE 143,067.90
AZ 85072-3280

0.0012/02/2021 67930OP
12/02/202103003
12/02/2021
12/02/2021CABLE SERVICES NOV (CM) 116550COX COMMUNICATIONS 136.511201 11/12/2021

0.00 PHOENIX
Total: 67930Check No. 136.51
AZ 85072-3280

0.0012/23/2021 68058OP
12/23/202103003
12/23/2021CABLE SERVICES DEC (CM)
12/23/2021TELEPHONE, INTERNET, 116855COX COMMUNICATIONS 2,103.023601 12/01/2021

0.00 PHOENIX
Total: 68058Check No. 2,103.02
Item: 7
39 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
15Page:

Taxes Withheld
Total for COX COMMUNICATIONS 2,239.53
CA 92704

0.0012/09/2021 67959OP
12/09/2021011525
12/09/2021SPORTS PARK (CS)
12/09/2021JANITORIAL SERVICES DEC 116617CROWN FACILITY SOLUTIONS 4,856.84216288

0.00 SANTA ANA
CA 92704

0.0012/09/2021 67959OP
12/09/2021011525
12/09/2021POLICE SERVICES (PS)
12/09/2021JANITORIAL SERVICES DEC 116618CROWN FACILITY SOLUTIONS 774.40216289

0.00 SANTA ANA
CA 92704

0.0012/09/2021 67959OP
12/09/2021011525
12/09/2021BASEBALL TOURNAMENT (CS)
12/09/2021JANITORIAL SERVICES FOR LFSP 116619CROWN FACILITY SOLUTIONS 186.61216057

0.00 SANTA ANA
Total: 67959Check No. 5,817.85
Total for CROWN FACILITY SOLUTIONS 5,817.85
CA 95762

0.0012/16/2021 68011OP
12/16/2021011317
12/16/2021ELEMENT (CD)
12/16/2021PLANNING SERVICES NOV HOUSING 116741DE NOVO PLANNING GROUP 4,460.003303

0.00 EL DORADO HILLS
Total: 68011Check No. 4,460.00
CA 95762

0.0012/29/2021 68097OP
12/29/2021011317
12/29/2021FACILITY MND DEC (CD)
12/29/2021GREAT SCOTT LANDSCAPE 116991DE NOVO PLANNING GROUP 1,075.003314

0.00 EL DORADO HILLS
Total: 68097Check No. 1,075.00
Total for DE NOVO PLANNING GROUP 5,535.00
CA 92704

0.0012/29/2021 68098OP
12/29/20210449
12/29/2021(CS)
12/29/2021SEASONAL BANNER INSTALLS 116988DEKRA-LITE
5,940.00ARINV016357

0.00 SANTA ANA
Total: 68098Check No. 5,940.00
Total for DEKRA-LITE 5,940.00
Item: 7
40 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
16Page:

Taxes Withheld
CA 95814-3531

0.0012/23/2021 68059OP
12/23/20210409
12/23/2021JUL - SEP 2021
12/23/2021STRONG MOTION INSTRUMENT 116860DEPARTMENT OF CONSERVATION 7,792.6212/14/2021

0.00 SACRAMENTO
Total: 68059Check No. 7,792.62
Total for DEPARTMENT OF CONSERVATION 7,792.62
CA 94244-2550

0.0012/29/2021 68099OP
12/29/20210438
12/29/2021VOLUNTEER FINGERPRINT NOV (MS)
12/29/2021PRE-EMPLOYMENT & 116950DEPARTMENT OF JUSTICE

64.00549778

0.00 SACRAMENTO
Total: 68099Check No. 64.00
Total for DEPARTMENT OF JUSTICE 64.00
CA 91109-7214

0.0012/02/2021 67931OP
12/02/20210490
12/02/2021SKATE PARK (PW)
12/02/2021MONTHLY SERVICE NOV 116557DEWEY PEST CONTROL

40.0014708545

0.00 PASADENA
Total: 67931Check No. 40.00
CA 91109-7214

0.0012/23/2021 68060OP
12/23/20210490
12/23/2021SPORTS PARK (PW)
12/23/2021MONTHLY SERVICE DEC 116857DEWEY PEST CONTROL 196.0014775708

0.00 PASADENA
CA 91109-7214

0.0012/23/2021 68060OP
12/23/20210490
12/23/2021HEROES PARK (PW)
12/23/2021MONTHLY SERVICE DEC 116858DEWEY PEST CONTROL

35.0014775707

0.00 PASADENA
CA 91109-7214

0.0012/23/2021 68060OP
12/23/20210490
12/23/2021SKATE PARK (PW)
12/23/2021MONTHLY SERVICE DEC 116859DEWEY PEST CONTROL

40.0014775706

0.00 PASADENA
Total: 68060Check No. 271.00
Total for DEWEY PEST CONTROL 311.00
CA 92688

0.0012/09/2021 67960OP
12/09/2021011089
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL BIONERDS CAMP 116678DIANA DIZON
977.2010568

0.00 DBA: BIONERDS

RANCHO SANTA MARGARITA
Total: 67960Check No. 977.20
Item: 7
41 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
17Page:

Taxes Withheld
Total for DIANA DIZON 977.20
GA 31193-0314

0.0012/16/2021 68012OP
12/16/20210412
12/16/20219/1/2021 - 8/31/2022 (CM)
12/16/2021GIS DATA SUBSCRIPTION 116759DIGITAL MAP PRODUCTS 2,754.00INVDMP02752

0.00 ATLANTA
Total: 68012Check No. 2,754.00
Total for DIGITAL MAP PRODUCTS 2,754.00
CA 95811

0.0012/16/2021 68013OP
12/16/2021011453
12/16/2021
12/16/20212021 CASP FEE 3RD QTR (CD) 116740DIVISION OF THE STATE 199.2012/09/2021

0.00 ARCHITECT

SACRAMENTO
Total: 68013Check No. 199.20
Total for DIVISION OF THE STATE 199.20
CA 92705

0.0012/16/2021 68014OP
12/16/2021011245
12/16/2021(PW)
12/16/2021FERTIGATION & AMENDMENTS NOV 116746ECOFERT INC. 3,333.005115

0.00 SANTA ANA
Total: 68014Check No. 3,333.00
Total for ECOFERT INC. 3,333.00
CA 92014

0.0012/09/2021 67961OP
12/09/202105036
12/09/2021
12/09/2021PROFESSIONAL SERVICES OCT (PW) 116670ECONOMICS INC. 4,081.672021-22.4

0.00 DEL MAR
Total: 67961Check No. 4,081.67
CA 92014

0.0012/23/2021 68061OP
12/23/202105036
12/23/2021
12/23/2021PROFESSIONAL SERVICES NOV (PW) 116862ECONOMICS INC. 4,832.512021-22.5

0.00 DEL MAR
Total: 68061Check No. 4,832.51
Total for ECONOMICS INC. 8,914.18
Item: 7
42 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
18Page:

Taxes Withheld
CA 92630

0.0012/02/2021 67932OP
12/02/20210515
12/02/202112/4 ANNIVERSARY EVENT (CS)
12/02/2021DONATION FOR CHOIR PERFORMANCE 116532EL TORO HIGH SCHOOL 500.0011/22/2021

0.00 LAKE FOREST
Total: 67932Check No. 500.00
Total for EL TORO HIGH SCHOOL 500.00
CA 92630

0.0012/23/2021 68062OP
12/23/202105021
12/23/2021NOV (PW)
12/23/2021WATER SERVICES LFSP/MPS/PARKS 116861EL TORO WATER DISTRICT 23,367.2021-11

0.00 LAKE FOREST
Total: 68062Check No. 23,367.20
Total for EL TORO WATER DISTRICT 23,367.20
CA 92618

0.0012/29/2021 68100OP
12/29/2021011580
12/29/2021(PW)
12/29/2021ARBOR MINI PARK PW2019-17 DEC 116938ELEGANT CONSTRUCTION INC. 111,884.56PW2019-17 03

0.00 IRVINE
Total: 68100Check No. 111,884.56
Total for ELEGANT CONSTRUCTION INC. 111,884.56
CA 95798-9061

0.0012/02/2021 67933OP
12/02/20210538
12/02/2021JUL - SEP (MS)
12/02/2021UNEMPLOYMENT INSURANCE 116534EMPLOYMENT DEVELOPMENT DEPT. 3,571.76L0157307152

0.00 WEST SACRAMENTO
Total: 67933Check No. 3,571.76
Total for EMPLOYMENT DEVELOPMENT DEPT. 3,571.76
CA 92676

0.0012/09/2021 67962OP
12/09/2021011571
12/09/2021MEETINGS 11/2, 11/16 & CITY
12/09/2021AV SERVICES CITY COUNCIL 116621ERIC WINTER
1,476.256027

0.00 SILVERADO
Total: 67962Check No. 1,476.25
Total for ERIC WINTER 1,476.25
CA 92602

0.0012/09/2021 67963OP
12/09/2021011085
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL DANCE CLASSES 116671EVER AFTER EVENT PRODUCTIONS 362.6010639

0.00 LLC
IRVINE
Item: 7
43 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
19Page:

Taxes Withheld
CA 92602

0.0012/09/2021 67963OP
12/09/2021011085
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL DANCE CLASSES 116672EVER AFTER EVENT PRODUCTIONS 103.6010642

0.00 LLC
IRVINE
CA 92602

0.0012/09/2021 67963OP
12/09/2021011085
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL DANCE CLASSES 116673EVER AFTER EVENT PRODUCTIONS 417.9010633

0.00 LLC
IRVINE
Total: 67963Check No. 884.10
Total for EVER AFTER EVENT PRODUCTIONS 884.10
CA 92618

0.0012/02/2021 67934OP
12/02/2021011801
12/02/202112/4 ANNIVERSARY EVENT
12/02/2021CATERING BREAKFAST WITH SANTA 116546FIVE LOAVES RESTAURANT INC 2,521.3511/11/2021

0.00 IRVINE
Total: 67934Check No. 2,521.35
Total for FIVE LOAVES RESTAURANT INC 2,521.35
CA 92688

0.0012/09/2021 67964OP
12/09/2021010385
12/09/2021OCT (PW)
12/09/2021GEOTECH 3RD PARTY REVIEW 116622GMU GEOTECHNICAL INC. 1,347.5060701

0.00 RANCHO SANTA MARGARITA
Total: 67964Check No. 1,347.50
Total for GMU GEOTECHNICAL INC. 1,347.50
IL 60601

0.0012/02/2021 67935OP
12/02/20210705
12/02/2021CLASS REG 3/8-3/17 SHIRAH (F)
12/02/2021FUND OF LOCAL GOV BUDGETING 116539GOVERNMENT FINANCE 490.003000180

0.00 OFFICERS ASSOCIATION

CHICAGO
Total: 67935Check No. 490.00
Total for GOVERNMENT FINANCE 490.00
IL 60038-0001

0.0012/16/2021 68015OP
12/16/2021010541
12/16/2021CIVIC CENTER NOV (PW)
12/16/2021WEATHERPROOF COVERS 116743GRAINGER

44.899125149675

0.00 PALATINE
Total: 68015Check No. 44.89
Total for GRAINGER 44.89
Item: 7
44 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
20Page:

Taxes Withheld
CA 90680

0.0012/16/2021 68016OP
12/16/2021010832
12/16/2021
12/16/2021TREE MAINTENANCE NOV (PW) 116742GREAT SCOTT TREE SERVICE INC 56,871.26121509

0.00 STANTON
Total: 68016Check No. 56,871.26
Total for GREAT SCOTT TREE SERVICE INC 56,871.26
CA 90051-4598

0.0012/16/2021 68017OP
12/16/2021011361
12/16/2021CENTER (PW)
12/16/2021SLOPE LANDSCAPE NOV CIVIC 116772HABITAT RESTORATION SCIENCES 1,500.0012027

0.00 INC.

LOS ANGELES
Total: 68017Check No. 1,500.00
Total for HABITAT RESTORATION SCIENCES 1,500.00
CA 92780

0.0012/23/2021 68063OP
12/23/2021010282
12/23/2021DEVELOPMENT/CIP (PW)
12/23/2021TRAFFIC ENGINEERING OCT 116863HARTZOG & CRABILL INC. 30,475.5421-0436

0.00 TUSTIN
Total: 68063Check No. 30,475.54
Total for HARTZOG & CRABILL INC. 30,475.54
CA 92648

0.0012/29/2021 68101OP
12/29/2021011806
12/29/2021DEPOSIT DEC CIVIC CENTER (PW)
12/29/2021EXTERIOR RULES SIGNS 50% 116917HB DIGITAL ARTS & 4,972.59INV-97038

0.00 BLUEPRINT, INC

HUNTINGTON BEACH
Total: 68101Check No. 4,972.59
Total for HB DIGITAL ARTS & 4,972.59
CA 92821

0.0012/09/2021 67965OP
12/09/20210804
12/09/2021AUDIT SVCS SALES TAX (F)
12/09/20212ND QTR CONTRACT SVCS 116623HINDERLITER DE LLAMAS & ASSOC 4,829.25SIN013061

0.00 BREA
Total: 67965Check No. 4,829.25
Total for HINDERLITER DE LLAMAS & ASSOC 4,829.25
CA 92865

0.0012/29/2021 68102OP
12/29/2021011108
12/29/2021PWC 2017-17B NOV (PW)
12/29/2021NEIGHBORHOOD PARK RENO 116944HORIZONS CONSTRUCTION CO. 313,181.47PWC 2017-17B 07

0.00 ORANGE
Item: 7
45 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
21Page:

Taxes Withheld
Total: 68102Check No. 313,181.47
Total for HORIZONS CONSTRUCTION CO. 313,181.47
IL 60677-5367

0.0012/16/2021 68018OP
12/16/202110011
12/16/2021OCT CIVIC CENTER (PW)
12/16/2021MITIGATION CONSTRUCTION 116771ICF JONES & STOKES INC

61.500159509

0.00 CHICAGO
Total: 68018Check No. 61.50
Total for ICF JONES & STOKES INC 61.50
KS 66505

0.0012/02/2021 67936OP
12/02/2021010702
12/02/2021(CM, MS)
12/02/2021WEBSITE HOSTING & SERVICES 116582ICON ENTERPRISES INC. 13,679.98217626

0.00 DBA: CIVICPLUS

MANHATTAN
Total: 67936Check No. 13,679.98
Total for ICON ENTERPRISES INC. 13,679.98
CA 92780

0.0012/29/2021 68103OP
12/29/2021011715
12/29/2021SKATE/SPORTS PARKS
12/29/2021FINAL PYMT FOR CCTV PROJECT 116993INTER-PACIFIC INC 27,750.0025806-1

0.00 TUSTIN
Total: 68103Check No. 27,750.00
Total for INTER-PACIFIC INC 27,750.00
CA 92014

0.0012/09/2021 67966OP
12/09/2021010963
12/09/2021SKATE PARK (CM)
12/09/2021VIDEO STREAMING SERVICE DEC 116665IP VIDEO SPECIALISTS 199.005003

0.00 DEL MAR
Total: 67966Check No. 199.00
Total for IP VIDEO SPECIALISTS 199.00
CA 92867-4607

0.0012/29/2021 68104OP
12/29/20210923
12/29/2021WB10J6305L6D14739 (PS)
12/29/2021VEHICLE REPAIR 11/17 116922IRV SEAVER MOTORCYCLES

49.8520212481

0.00 ORANGE
CA 92867-4607

0.0012/29/2021 68104OP
12/29/20210923
12/29/2021WB10J6305L6D14739 (PS)
12/29/2021VEHICLE REPAIR 11/24 116923IRV SEAVER MOTORCYCLES 1,368.7020212528

0.00 ORANGE
Item: 7
46 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
22Page:

Taxes Withheld
Total: 68104Check No. 1,418.55
Total for IRV SEAVER MOTORCYCLES 1,418.55
CA 92619-7000

0.0012/09/2021 67967OP
12/09/20210927
12/09/2021MPS, PARKS (PW)
12/09/2021WATER SERVICES SEP CC, LFSP, 116624IRVINE RANCH WATER DISTRICT 51,773.0821-09

0.00 IRVINE
CA 92619-7000

0.0012/09/2021 67967OP
12/09/20210927
12/09/2021MPS, PARKS (PW)
12/09/2021WATER SERVICES OCT CC, LFSP, 116625IRVINE RANCH WATER DISTRICT 24,144.5421-10

0.00 IRVINE
Total: 67967Check No. 75,917.62
CA 92619-7000

0.0012/23/2021 68064OP
12/23/20210927
12/23/2021MPS, PARKS (PW)
12/23/2021WATER SERVICES OCT CC, LFSP, 116864IRVINE RANCH WATER DISTRICT 37,253.9021-11

0.00 IRVINE
Total: 68064Check No. 37,253.90
Total for IRVINE RANCH WATER DISTRICT 113,171.52
CA 90084-2123

0.0012/16/2021 68019OP
12/16/2021011803
12/16/2021SERVICES JUL (PW)
12/16/2021TRAFFIC SIGNAL MANAGEMENT 116791ITERIS, INC. 8,936.26139241

0.00 LOS ANGELES
Total: 68019Check No. 8,936.26
Total for ITERIS, INC. 8,936.26
CA 92653

0.0012/02/2021 67937OP
12/02/202110016
12/02/2021REPLACEMENT NOV PITTSFORD PK
12/02/2021HORIZONTAL LADDER TIRE 116571JAMEY CLARK INC. 3,500.0072858

0.00 LAGUNA HILLS
Total: 67937Check No. 3,500.00
CA 92653

0.0012/16/2021 68020OP
12/16/202110016
12/16/2021NOV BARKER DOG PARK (PW)
12/16/2021CUT, PAINT, INSTALL METAL 116765JAMEY CLARK INC. 212.5072862

0.00 LAGUNA HILLS
Item: 7
47 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
23Page:

Taxes Withheld
CA 92653

0.0012/16/2021 68020OP
12/16/202110016
12/16/2021NOV BARKER DOG PARK (PW)
12/16/2021EXIT BUTTON POST 116766JAMEY CLARK INC.
446.5972867

0.00 LAGUNA HILLS
CA 92653

0.0012/16/2021 68020OP
12/16/202110016
12/16/2021NOV BARKER DOG PARK (PW)
12/16/2021ENTRY GATE SCREENING 116767JAMEY CLARK INC.
407.5772873

0.00 LAGUNA HILLS
CA 92653

0.0012/16/2021 68020OP
12/16/202110016
12/16/2021NOV CONCOURSE PARK (PW)
12/16/2021TOILET & SINK PLUMBING REPAIR 116768JAMEY CLARK INC. 200.5572874

0.00 LAGUNA HILLS
CA 92653

0.0012/16/2021 68020OP
12/16/202110016
12/16/2021NOV BAKER RANCH PARK (PW)
12/16/2021WM RESTROOM LOCK REPAIR 116769JAMEY CLARK INC. 127.5072875

0.00 LAGUNA HILLS
CA 92653

0.0012/16/2021 68020OP
12/16/202110016
12/16/2021DEC RIMGATE PARK (PW)
12/16/2021SKI MACHINE REPAIRS 116770JAMEY CLARK INC.
542.9572882

0.00 LAGUNA HILLS
Total: 68020Check No. 1,937.66
CA 92653

0.0012/23/2021 68065OP
12/23/202110016
12/23/2021CONCOURSE PARK (PW)
12/23/2021LEG PRESS REPAIR DEC 116865JAMEY CLARK INC.
359.9872897

0.00 LAGUNA HILLS
CA 92653

0.0012/23/2021 68065OP
12/23/202110016
12/23/2021SERRANO PARK (PW)
12/23/2021RESTROOM TOILET REPAIR DEC 116866JAMEY CLARK INC. 148.7572898

0.00 LAGUNA HILLS
CA 92653

0.0012/23/2021 68065OP
12/23/202110016
12/23/2021BORREGO PARK (PW)
12/23/2021RESTROOM ROOF TILE REPAIR DEC 116867JAMEY CLARK INC. 2,650.0072900

0.00 LAGUNA HILLS
CA 92653

0.0012/23/2021 68065OP
12/23/202110016
12/23/2021REPAIR DEC HEROES PARK (PW)
12/23/2021URINAL & TOILET PAPER BAR 116868JAMEY CLARK INC. 470.0272901

0.00 LAGUNA HILLS
CA 92653

0.0012/23/2021 68065OP
12/23/202110016
12/23/2021HANDGRIPS DEC MOUNTAIN VIEW
12/23/2021REMOVE & REPLACE CHEST PRESS 116869JAMEY CLARK INC. 697.2772896

0.00 LAGUNA HILLS
Total: 68065Check No. 4,326.02
Item: 7
48 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
24Page:

Taxes Withheld
Total for JAMEY CLARK INC. 9,763.68
CA 92653

0.0012/02/2021 67938OP
12/02/2021010871
12/02/2021SHIRTS NOV (CS)
12/02/2021SUMMER SOFTBALL AWARD 116561JC TEES
1,810.887653

0.00 LAGUNA HILLS
Total: 67938Check No. 1,810.88
Total for JC TEES 1,810.88
CA 92688

0.0012/09/2021 67968OP
12/09/2021011503
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL ETIQUETTE CLASS 116674JENNIFER ANDRUS-NELSON 108.5010670

0.00 RANCHO SANTA MARGARITA
Total: 67968Check No. 108.50
Total for JENNIFER ANDRUS-NELSON 108.50
CA 91710

0.0012/09/2021 67969OP
12/09/2021011795
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL TENNIS CLASS 116675JOHN DAVID ALLEN JR. 269.5010614

0.00 JOHNNY ALLEN TENNIS ACADEMY
CHINO
CA 91710

0.0012/09/2021 67969OP
12/09/2021011795
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL TENNIS CLASS 116676JOHN DAVID ALLEN JR. 157.5010623

0.00 JOHNNY ALLEN TENNIS ACADEMY
CHINO
Total: 67969Check No. 427.00
Total for JOHN DAVID ALLEN JR. 427.00
CA 92630

0.0012/02/2021 67939OP
12/02/2021010690
12/02/2021FRIENDSGIVING EVENT 11/18 (CS)
12/02/2021SENIOR THURSDAY LUNCH 116560JOLANDA'S CATERING & CAFE 1,282.5011/18/2021

0.00 LAKE FOREST
Total: 67939Check No. 1,282.50
CA 92630

0.0012/29/2021 68105OP
12/29/2021010690
12/29/202112/16/21 (CS)
12/29/2021SENIOR THURSDAY LUNCH 116947JOLANDA'S CATERING & CAFE 1,000.0012/16/2021

0.00 LAKE FOREST
Total: 68105Check No. 1,000.00
Total for JOLANDA'S CATERING & CAFE 2,282.50
Item: 7
49 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
25Page:

Taxes Withheld
CA 92679

0.0012/09/2021 67970OP
12/09/2021011613
12/09/2021INSTRUCTOR PAYMENT (CS)
12/09/2021FALL YOUTH TRACK 116677KENNETH CHAI
735.0010585

0.00 TRABUCO CANYON
Total: 67970Check No. 735.00
Total for KENNETH CHAI 735.00
WA 98402

0.0012/23/2021 68066OP
12/23/2021011552
12/23/2021NOV (PW)
12/23/2021CIVIC CENTER MAINTENANCE 116870KIDDER MATHEWS OF CALIFORNIA 51,155.54KMCA5208

0.00 INC.

TACOMA
Total: 68066Check No. 51,155.54
Total for KIDDER MATHEWS OF CALIFORNIA 51,155.54
TX 75373-4977

0.0012/09/2021 67971OP
12/09/2021011016
12/09/2021TRAINING 3/24/22-3/23/23 (MS)
12/09/2021ONLINE SECURITY AWARNESS 116667KNOWBE4 INC.
2,315.70INV159113

0.00 DALLAS
Total: 67971Check No. 2,315.70
Total for KNOWBE4 INC. 2,315.70
CA 92630

0.0012/23/2021 68067OP
12/23/20211163
12/23/2021HEROES PARK NOV (PW)
12/23/2021LOCKOUT SERVICE FOR COMBO LOCK 116871KWIKEY'S LOCK AND KEY, INC. 120.00112421

0.00 LAKE FOREST
Total: 68067Check No. 120.00
Total for KWIKEY'S LOCK AND KEY, INC. 120.00
CA 92630

0.0012/02/2021 67940OP
12/02/2021010898
12/02/20212006 DODGE PICK-UP (CD)
12/02/2021VEHICLE MAINTENANCE NOV 116541L & M AUTOMOTIVE

39.7547428

0.00 LAKE FOREST
CA 92630

0.0012/02/2021 67940OP
12/02/2021010898
12/02/20212013 TOYOTA TACOMA (PW)
12/02/2021VEHICLE MAINTENANCE NOV 116542L & M AUTOMOTIVE

39.7547400

0.00 LAKE FOREST
Total: 67940Check No. 79.50
Item: 7
50 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
26Page:

Taxes Withheld
CA 92630

0.0012/09/2021 67972OP
12/09/2021010898
12/09/20212006 DODGE PICK-UP (CD)
12/09/2021VEHICLE MAINTENANCE NOV 116626L & M AUTOMOTIVE

39.7547436

0.00 LAKE FOREST
Total: 67972Check No. 39.75
CA 92630

0.0012/16/2021 68021OP
12/16/2021010898
12/16/20212015 CHEVY COLORADO (CD)
12/16/2021VEHICLE MAINTENANCE NOV 116788L & M AUTOMOTIVE 285.9447452

0.00 LAKE FOREST
Total: 68021Check No. 285.94
CA 92630

0.0012/23/2021 68068OP
12/23/2021010898
12/23/20212008 CHEVY SILVERADO (PS)
12/23/2021VEHICLE MAINTENANCE DEC 116876L & M AUTOMOTIVE

39.7547516

0.00 LAKE FOREST
CA 92630

0.0012/23/2021 68068OP
12/23/2021010898
12/23/20212019 TOYOTA HIGHLANDER (PS)
12/23/2021VEHICLE MAINTENANCE DEC 116877L & M AUTOMOTIVE

94.9347536

0.00 LAKE FOREST
Total: 68068Check No. 134.68
CA 92630

0.0012/29/2021 68106OP
12/29/2021010898
12/29/20212007 CHEVY COLORADO (PS)
12/29/2021VEHICLE MAINTENANCE DEC 116924L & M AUTOMOTIVE 214.5047539

0.00 LAKE FOREST
CA 92630

0.0012/29/2021 68106OP
12/29/2021010898
12/29/20212013 FORD F-150
12/29/2021VEHICLE MAINTENANCE DEC 116925L & M AUTOMOTIVE

39.7547572

0.00 LAKE FOREST
Total: 68106Check No. 254.25
Total for L & M AUTOMOTIVE 794.12
CA 92630

0.0012/29/2021 68107OP
12/29/20211242
12/29/2021CITY 2021 (CM)
12/29/2021FOOD SHARE COST, STATE OF THE 116920LAKE FOREST CHAMBER OF COMMRCE 1,000.00MTM2021

0.00 LAKE FOREST
CA 92630

0.0012/29/2021 68107OP
12/29/20211242
12/29/2021MAY - JUL 1ST Q PAYMENT (CM)
12/29/2021CITY CHAMBER CONTRACT 116921LAKE FOREST CHAMBER OF COMMRCE 4,000.00Q1102521

0.00 LAKE FOREST
Item: 7
51 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
27Page:

Taxes Withheld
CA 92630

0.0012/29/2021 68107OP
12/29/20211242
12/29/2021OCT 2ND Q PAYMENT (CM)
12/29/2021CITY CHAMBER CONTRACT AUG - 116992LAKE FOREST CHAMBER OF COMMRCE 4,000.00Q1102522

0.00 LAKE FOREST
Total: 68107Check No. 9,000.00
Total for LAKE FOREST CHAMBER OF COMMRCE 9,000.00
CA 92630

0.0012/16/2021 68022OP
12/16/2021010261
12/16/2021CD)
12/16/2021VEHICLE WASH NOV (PS, CM, PW, 116790LAKE FOREST EXPRESS WASH 105.001074

0.00 LAKE FOREST
Total: 68022Check No. 105.00
Total for LAKE FOREST EXPRESS WASH 105.00
CA 92614

0.0012/23/2021 68069OP
12/23/2021011522
12/23/2021NE ODOR ISSUE (PW)
12/23/2021ENV CONSULTANT PORTOLA 116872LEIGHTON AND ASSOCIATES INC. 22,367.4648046

0.00 IRVINE
Total: 68069Check No. 22,367.46
Total for LEIGHTON AND ASSOCIATES INC. 22,367.46
CA 92672

0.0012/29/2021 68108OP
12/29/202112171
12/29/2021CHERRY PARK RENO (PW)
12/29/2021GEOTECHNICAL SERVICES AUG 116942LGC GEOTECHNICAL, INC. 115.0001-16273

0.00 SAN CLEMENTE
CA 92672

0.0012/29/2021 68108OP
12/29/202112171
12/29/2021THE MEADOWS (PW)
12/29/2021GEOTECHNICAL SERVICES NOV 116943LGC GEOTECHNICAL, INC. 4,261.3101-16809

0.00 SAN CLEMENTE
Total: 68108Check No. 4,376.31
Total for LGC GEOTECHNICAL, INC. 4,376.31
IL 60674-5099

0.0012/29/2021 68109OP
12/29/2021011315
12/29/2021FRONT-END DEC (CM)
12/29/2021COMMERCIAL PROPERTIES NOW 116928LOOPNET
356.00115217830-1

0.00 CHICAGO
Total: 68109Check No. 356.00
Total for LOOPNET 356.00
Item: 7
52 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
28Page:

Taxes Withheld
CA 92614

0.0012/02/2021 67941OP
12/02/20211210
12/02/2021SERVICES UP 07-21-5447 (CD)
12/02/2021ENVIRONMENTAL CONSULTING 116537LSA ASSOCIATES INC. 3,710.00179826

0.00 IRVINE
CA 92614

0.0012/02/2021 67941OP
12/02/20211210
12/02/2021UP 06-21-5438, PSP 06-21-5439
12/02/2021ENVIRONMENTAL CONSULT SVCS 116538LSA ASSOCIATES INC. 556.25179473

0.00 IRVINE
Total: 67941Check No. 4,266.25
CA 92614

0.0012/23/2021 68070OP
12/23/20211210
12/23/2021SERVICES SDP 05-21-5422
12/23/2021ENVIRONMENTAL CONSULTING 116873LSA ASSOCIATES INC. 528.75180342

0.00 IRVINE
Total: 68070Check No. 528.75
CA 92614

0.0012/29/2021 68110OP
12/29/20211210
12/29/2021SERVICES UP 07-21-5447 NOV
12/29/2021ENVIRONMENTAL CONSULTING 116930LSA ASSOCIATES INC. 2,511.25180472

0.00 IRVINE
CA 92614

0.0012/29/2021 68110OP
12/29/20211210
12/29/2021SERVICES UP 06-21-5437 NOV
12/29/2021ENVIRONMENTAL CONSULTING 116931LSA ASSOCIATES INC. 1,628.75180471

0.00 IRVINE
Total: 68110Check No. 4,140.00
Total for LSA ASSOCIATES INC. 8,935.00
CA 92688

0.0012/16/2021 68023OP
12/16/2021039955
12/16/2021CARICATURE ARTIST OVERTIME
12/16/202130TH ANNIVERSARY EVENT 12/4 116795MARINA AGUILERA 150.0012/08/2021

0.00 DBA CARICATURES BY MARINA.COM

RANCHO SANTA MARGARITA
Total: 68023Check No. 150.00
Total for MARINA AGUILERA 150.00
CA 92702

0.0012/09/2021 67973OP
12/09/2021011440
12/09/2021HOMELESS SERVICES (PS)
12/09/2021CONTRACT SERVICES SEP 116628MERCY HOUSE LIVING CENTERS INC 2,980.265001-21-09

0.00 SANTA ANA
Total: 67973Check No. 2,980.26
Total for MERCY HOUSE LIVING CENTERS INC 2,980.26
Item: 7
53 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
29Page:

Taxes Withheld
CA 92835

0.0012/16/2021 68024OP
12/16/2021011789
12/16/2021(MS)
12/16/2021LEAFLET PRODUCTION FALL 2021 116798MERRIT DEVIN DAILEY 3,000.000000254

0.00 MERRITT STUDIO, LLC

FULLERTON
Total: 68024Check No. 3,000.00
Total for MERRIT DEVIN DAILEY 3,000.00
CA 92630

0.0012/02/2021 67942OP
12/02/202102026
12/02/2021
12/02/2021UNIFORM VILLEGAS (PW) 116567MONOGRAM MAGIC

27.9962342

0.00 LAKE FOREST
Total: 67942Check No. 27.99
CA 92630

0.0012/09/2021 67974OP
12/09/202102026
12/09/2021
12/09/2021GO-BAGS (PS) 116627MONOGRAM MAGIC
157.1962373

0.00 LAKE FOREST
Total: 67974Check No. 157.19
Total for MONOGRAM MAGIC 185.18
CA 95630

0.0012/16/2021 68025OP
12/16/202113046
12/16/20212021-2022 (CM)
12/16/2021ASSOCIATE MEMBERSHIP DUES 116805MUNICIPAL INFORMATION SYSTEMS

97.50300004225

0.00 ASSOC. OF CALIFORNIA
FOLSOM
Total: 68025Check No. 97.50
Total for MUNICIPAL INFORMATION SYSTEMS 97.50
CA 91185-5067

0.0012/16/2021 68026OP
12/16/20211465
12/16/202111/18/22 (MS)
12/16/2021SOFTWARE LICENSE 11/19/21 - 116802NEOGOV
4,239.01INV-22654

0.00 GOVERNMENTJOBS.COM INC

PASADENA
CA 91185-5067

0.0012/16/2021 68026OP
12/16/20211465
12/16/20219/16/21 - 9/15/22 (MS)
12/16/2021ONBOARD SOFTWARE LICENSE 116803NEOGOV
3,777.84INV-21985

0.00 GOVERNMENTJOBS.COM INC

PASADENA
Total: 68026Check No. 8,016.85
Total for NEOGOV 8,016.85
Item: 7
54 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
30Page:

Taxes Withheld
IL 60694

0.0012/02/2021 67943OP
12/02/2021011582
12/02/2021SPORTS PARK (CS)
12/02/2021GYM TIME SWITCHES OCT 116562NEVCO SPORTS LLC. 133.150000195953

0.00 CHICAGO
Total: 67943Check No. 133.15
Total for NEVCO SPORTS LLC. 133.15
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021MPS/ALTON MITIGATION (PW)
12/09/2021MONTHLY MAINTENANCE NOV 116629NIEVES LANDSCAPE INC. 68,637.4970787

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021PASSIVE PARKS (PW)
12/09/2021MONTHLY MAINTENANCE NOV 116630NIEVES LANDSCAPE INC. 67,963.7670786

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021INSTALL NOV ROCKFIELD/EL TORO
12/09/2021IRRIGATION REPAIRS/PLANT MAT 116631NIEVES LANDSCAPE INC. 6,456.0070959

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021MATERIAL NOV EL TORO TRAIL
12/09/2021REMOVE AND INSTALL PLANT 116632NIEVES LANDSCAPE INC. 6,450.0070973

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021TRABUCO/RIMHURST TO EL TORO
12/09/2021IRRIGATION INSTALLATIONS NOV 116633NIEVES LANDSCAPE INC. 7,971.0070957

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021MUIRLANDS (PW)
12/09/2021VINE PICK-UP NOV EL TORO/ 116634NIEVES LANDSCAPE INC. 400.0070958

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021SKATE PARK (PW)
12/09/2021PLANT MATERIAL INSTALL OCT 116635NIEVES LANDSCAPE INC. 1,032.0070908

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021OCT VETERANS PARK (PW)
12/09/2021REPLACED WIRE STATION DECODER 116636NIEVES LANDSCAPE INC. 567.8370909

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021PARK (PW)
12/09/2021TREE INSTALL OCT RANCHWOOD 116637NIEVES LANDSCAPE INC. 185.7670910

0.00 SANTA ANA
Item: 7
55 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
31Page:

Taxes Withheld
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021VARIOUS LOCATIONS (PW)
12/09/2021IRRIGATION REPAIRS SEP 116638NIEVES LANDSCAPE INC. 951.0870911

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021VARIOUS LOCATIONS (PW)
12/09/2021IRRIGATION REPAIRS OCT 116639NIEVES LANDSCAPE INC. 1,133.7070912

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021VARIOUS LOCATIONS (PW)
12/09/2021IRRIGATION REPAIRS OCT 116640NIEVES LANDSCAPE INC. 679.6070913

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021PARK (PW)
12/09/2021TREE INSTALL NOV CAVANAUGH 116641NIEVES LANDSCAPE INC. 270.0070951

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021PARK (PW)
12/09/2021DRAIN INSTALL NOV PITTSFORD 116642NIEVES LANDSCAPE INC. 2,866.8870962

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021PARK (PW)
12/09/2021DRAIN INSTALL NOV PITTSFORD 116643NIEVES LANDSCAPE INC. 2,066.8870963

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021NATURE PARK (PW)
12/09/2021REJUVENATED GRANITE PATH NOV 116644NIEVES LANDSCAPE INC. 2,766.8870964

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021INSTALL NOV DARRIN PARK (PW)
12/09/2021PLANTER RENO/ PLANT MATERIAL 116645NIEVES LANDSCAPE INC. 3,083.2070965

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021(PW)
12/09/2021TREE INSTALL NOV NATURE PARK 116646NIEVES LANDSCAPE INC. 1,906.4070966

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021CAVANAUGH PARK (PW)
12/09/2021PLANT MATERIAL INSTALL NOV 116647NIEVES LANDSCAPE INC. 1,057.5070967

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021VIEW PARK (PW)
12/09/2021PLANTER RENO NOV MOUNTAIN 116648NIEVES LANDSCAPE INC. 3,018.6070968

0.00 SANTA ANA
Item: 7
56 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
32Page:

Taxes Withheld
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021SKATE PARK (PW)
12/09/2021FRONT ENTRY BEAUTIFICATION NOV 116649NIEVES LANDSCAPE INC. 7,467.2070969

0.00 SANTA ANA
CA 92705

0.0012/09/2021 67975OP
12/09/20211469
12/09/2021PARK (PW)
12/09/2021PLANTER RENO NOV SERRANO CREEK 116650NIEVES LANDSCAPE INC. 6,946.8070970

0.00 SANTA ANA
Total: 67975Check No. 193,878.56
Total for NIEVES LANDSCAPE INC. 193,878.56
CA 92675

0.0012/09/2021 67976OP
12/09/2021011137
12/09/2021DJ SERVICES (CS)
12/09/2021SPECIAL NEEDS DANCE 116651NOAH HOLLAND TORGESON 200.0020211211

0.00 SAN JUAN CAPISTRANO
Total: 67976Check No. 200.00
Total for NOAH HOLLAND TORGESON 200.00
CA 92801

0.0012/16/2021 68027OP
12/16/2021011523
12/16/2021CIVIC CENTER (PW)
12/16/2021SUMP PUMP NOV 116744NORM'S REFRIGERATION LLC 161.630435361-IN

0.00 ANAHEIM
Total: 68027Check No. 161.63
Total for NORM'S REFRIGERATION LLC 161.63
CA 91729-3700

0.0012/16/2021 68028OP
12/16/2021011457
12/16/2021NOV (PS)
12/16/2021STARS VOLUNTEER PHYSICALS 116800OCCUPATIONAL HEALTH CENTERS

44.0073533274

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
CA 91729-3700

0.0012/16/2021 68028OP
12/16/2021011457
12/16/2021TESTING NOV (MS)
12/16/2021PRE-EMPLOYMENT PHYSICALS AND 116801OCCUPATIONAL HEALTH CENTERS 115.5073395126

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
Total: 68028Check No. 159.50
Total for OCCUPATIONAL HEALTH CENTERS 159.50
CA 90813

0.0012/16/2021 68029OP
12/16/2021010652
12/16/2021PATROL CAR (PS)
12/16/2021PROFESSIONAL SERVICES 4/24 116808OCEAN BLUE ENVIRONMENTAL 831.5035126

0.00 SERVICES INC

LONG BEACH
Item: 7
57 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
33Page:

Taxes Withheld
Total: 68029Check No. 831.50
Total for OCEAN BLUE ENVIRONMENTAL 831.50
AZ 85038

0.0012/23/2021 68071OP
12/23/202115201
12/23/2021
12/23/2021OPERATING SUPPLIES NOV (F) 116908OFFICE DEPOT 1,886.2520359255

0.00 PHOENIX
Total: 68071Check No. 1,886.25
Total for OFFICE DEPOT 1,886.25
CA 91740-1857

0.0012/23/2021 68072OP
12/23/2021011172
12/23/2021REPAIRS NOV (PW)
12/23/2021TRABUCO IRRIGATION MAIN 116881PACIFIC WEST SPACE 53,200.0046016

0.00 COMMUNICATIONS INC.

GLENDORA
Total: 68072Check No. 53,200.00
Total for PACIFIC WEST SPACE 53,200.00
CA 92660

0.0012/09/2021 67977OP
12/09/202116028
12/09/2021PART-TIME EMPLOYEES (MS)
12/09/2021ADMINISTRATIVE FEES JUN 116652PARS
288.7549322

0.00 NEWPORT BEACH
Total: 67977Check No. 288.75
Total for PARS 288.75
CA 92673

0.0012/29/2021 68111OP
12/29/2021011805
12/29/2021
12/29/2021CAR SHOW T-SHIRT ART WORK 116926PROPERTY MEDIA SERVICES 250.0000005775

0.00 SAN CLEMENTE
Total: 68111Check No. 250.00
Total for PROPERTY MEDIA SERVICES 250.00
CA 90084

0.0012/09/2021 67978OP
12/09/2021011744
12/09/2021(PS)
12/09/2021UTILITY FOR OCSD LEASE AUG 116683PS BUSINESS PARKS LP 227.5910/12/2021 UTIL

0.00 LOS ANGELES
CA 90084

0.0012/09/2021 67978OP
12/09/2021011744
12/09/2021(PS)
12/09/2021UTILITY FOR OCSD LEASE SEP 116684PS BUSINESS PARKS LP 200.3611/17/2021 UTIL

0.00 LOS ANGELES
Item: 7
58 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
34Page:

Taxes Withheld
Total: 67978Check No. 427.95
CA 90084

0.0012/23/2021 68073OP
12/23/2021011744
12/23/2021(PS)
12/23/2021UTILITY FOR OCSD LEASE OCT 116879PS BUSINESS PARKS LP

73.1312/6/2021 UTIL

0.00 LOS ANGELES
Total: 68073Check No. 73.13
Total for PS BUSINESS PARKS LP 501.08
WA 98133

0.0012/23/2021 68074OP
12/23/2021010338
12/23/2021SERVICE (CC)
12/23/2021MUNICIPAL CODE SUPPLEMENT 116880QUALITY CODE PUBLISHING 856.302021-426

0.00 SEATTLE
Total: 68074Check No. 856.30
Total for QUALITY CODE PUBLISHING 856.30
CA 92675

0.0012/16/2021 68030OP
12/16/2021011590
12/16/2021
12/16/2021QWIK-CODE BOOKS (PS) 116757QWIK-CODES LLC
1,934.332373

0.00 SAN JUAN CAPISTRANO
CA 92675

0.0012/16/2021 68030OP
12/16/2021011590
12/16/2021
12/16/2021QWIK-CODE BOOKS (PS) 116758QWIK-CODES LLC
1,276.892401

0.00 SAN JUAN CAPISTRANO
Total: 68030Check No. 3,211.22
Total for QWIK-CODES LLC 3,211.22
CA 90242

0.0012/16/2021 68031OP
12/16/2021011621
12/16/2021(PW)
12/16/2021ARTERIAL/RES SWEEPING NOV 116750R.F. DICKSON CO., INC. 32,480.262511096

0.00 DOWNEY
Total: 68031Check No. 32,480.26
Total for R.F. DICKSON CO., INC. 32,480.26
CA 92799-5091

0.0012/09/2021 67979OP
12/09/202118240
12/09/2021JAN PTM-108-702MD-1 (CD)
12/09/202122702 MADRID HOA PAYMENT 116653RANCHO VIEJO II HOA 380.0022702 12/01/2021

0.00 SANTA ANA
Total: 67979Check No. 380.00
Item: 7
59 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
35Page:

Taxes Withheld
CA 92799-5091

0.0012/09/2021 67980OP
12/09/202118240
12/09/2021JAN PTM-108-706MD-1 (CD)
12/09/202122706 MADRID HOA PAYMENT 116654RANCHO VIEJO II HOA 380.0022706 12/01/2021

0.00 SANTA ANA
Total: 67980Check No. 380.00
Total for RANCHO VIEJO II HOA 760.00
KY 40285-6158

0.0012/09/2021 67981OP
12/09/20210169
12/09/2021CITY HALL (F)
12/09/2021OPERATING SUPPLIES NOV 116655READY REFRESH BY NESTLE 2,088.7811K0031546419

0.00 LOUISVILLE
Total: 67981Check No. 2,088.78
Total for READY REFRESH BY NESTLE 2,088.78
CA 92110

0.0012/23/2021 68075OP
12/23/202123481
12/23/2021PW 2019-02 (PW)
12/23/2021BAKE/ TRABUCO ULTIMATE OCT 116885RICK ENGINEERING COMPANY 2,836.150084654

0.00 SAN DIEGO
CA 92110

0.0012/23/2021 68075OP
12/23/202123481
12/23/2021OCT PW 2019-03 (PW)
12/23/2021EL TORO / PORTOLA PKWY DESIGN 116886RICK ENGINEERING COMPANY 5,165.5518291C(25)

0.00 SAN DIEGO
Total: 68075Check No. 8,001.70
CA 92110

0.0012/29/2021 68112OP
12/29/202123481
12/29/2021NOV PW 2019-03 (PW)
12/29/2021EL TORO / PORTOLA PKWY DESIGN 116940RICK ENGINEERING COMPANY 3,547.8518291C(26)

0.00 SAN DIEGO
CA 92110

0.0012/29/2021 68112OP
12/29/202123481
12/29/2021NOV PW 2019-02 (PW)
12/29/2021BAKE/ TRABUCO ULTIMATE 116941RICK ENGINEERING COMPANY 2,990.000085292

0.00 SAN DIEGO
Total: 68112Check No. 6,537.85
Total for RICK ENGINEERING COMPANY 14,539.55
CA 92675

0.0012/23/2021 68076OP
12/23/20211833
12/23/2021OCT (PW)
12/23/2021ARBORS MINI PARK NE SIDE 116882RJM DESIGN GROUP INC. 3,379.4534700

0.00 SAN JUAN CAPISTRANO
Item: 7
60 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
36Page:

Taxes Withheld
CA 92675

0.0012/23/2021 68076OP
12/23/20211833
12/23/2021DESIGN DARRIN PARK NOV (PW)
12/23/2021NEIGHBORHOOD PARK RENO 116883RJM DESIGN GROUP INC. 5,930.0034711

0.00 SAN JUAN CAPISTRANO
Total: 68076Check No. 9,309.45
CA 92675

0.0012/29/2021 68113OP
12/29/20211833
12/29/2021(PW)
12/29/2021ARBORS MINI PARK NW SIDE NOV 116939RJM DESIGN GROUP INC. 680.7534727

0.00 SAN JUAN CAPISTRANO
Total: 68113Check No. 680.75
Total for RJM DESIGN GROUP INC. 9,990.20
CA 92614

0.0012/23/2021 68077OP
12/23/20211802
12/23/2021CONSULTING SERVICES (CD)
12/23/2021HOUSING AUTHORITY NOV 116884ROSENOW SPEVACEK GROUP INC 1,618.75I008093

0.00 IRVINE
Total: 68077Check No. 1,618.75
Total for ROSENOW SPEVACEK GROUP INC 1,618.75
OH 45263-1186

0.0012/23/2021 68078OP
12/23/2021011713
12/23/2021
12/23/2021BUS SHELTER REPAIR JUL (PW) 116887SHELTERCLEAN SERVICES INC 342.40682109

0.00 CINCINNATI
Total: 68078Check No. 342.40
OH 45263-1186

0.0012/29/2021 68114OP
12/29/2021011713
12/29/2021NOV (PW)
12/29/2021BUS SHELTER MAINTENANCE 116932SHELTERCLEAN SERVICES INC 2,732.20694579

0.00 CINCINNATI
Total: 68114Check No. 2,732.20
Total for SHELTERCLEAN SERVICES INC 3,074.60
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116688SKYHAWKS SPORTS ACADEMY 966.0010590

0.00 INC.

SPOKANE
Item: 7
61 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
37Page:

Taxes Withheld
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116690SKYHAWKS SPORTS ACADEMY 822.5010591

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116692SKYHAWKS SPORTS ACADEMY 367.5010592

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116693SKYHAWKS SPORTS ACADEMY 661.5010593

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116695SKYHAWKS SPORTS ACADEMY 294.0010594

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116697SKYHAWKS SPORTS ACADEMY 749.0010595

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116699SKYHAWKS SPORTS ACADEMY 1,116.5010589

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116700SKYHAWKS SPORTS ACADEMY 1,335.6010586

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116703SKYHAWKS SPORTS ACADEMY 1,224.3010588

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116705SKYHAWKS SPORTS ACADEMY 1,227.8010587

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116706SKYHAWKS SPORTS ACADEMY 819.0010597

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116708SKYHAWKS SPORTS ACADEMY 301.0010598

0.00 INC.

SPOKANE
Item: 7
62 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
38Page:

Taxes Withheld
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SKYHAWKS SPORT 116711SKYHAWKS SPORTS ACADEMY 115.3010599

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021INSTRUCTOR PAYMENT
12/09/2021SUMMER SKYHAWKS SPORT CLASS 116728SKYHAWKS SPORTS ACADEMY 1,022.009933

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021INSTRUCTOR PAYMENT
12/09/2021SUMMER SKYHAWKS SPORT CLASS 116730SKYHAWKS SPORTS ACADEMY 2,733.509940

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021INSTRUCTOR PAYMENT
12/09/2021SUMMER SKYHAWKS SPORT CLASS 116731SKYHAWKS SPORTS ACADEMY 2,492.009941

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021INSTRUCTOR PAYMENT
12/09/2021SUMMER SKYHAWKS SPORT CLASS 116732SKYHAWKS SPORTS ACADEMY 684.609934

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021INSTRUCTOR PAYMENT
12/09/2021SUMMER SKYHAWKS SPORT CLASS 116733SKYHAWKS SPORTS ACADEMY 879.209935

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021INSTRUCTOR PAYMENT
12/09/2021SUMMER SKYHAWKS SPORT CLASS 116734SKYHAWKS SPORTS ACADEMY 1,155.009932

0.00 INC.

SPOKANE
WA 99218

0.0012/09/2021 67982OP
12/09/2021011227
12/09/2021INSTRUCTOR PAYMENT
12/09/2021SUMMER SKYHAWKS SPORT CLASS 116735SKYHAWKS SPORTS ACADEMY 1,033.709930

0.00 INC.

SPOKANE
Total: 67982Check No. 20,000.00
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116977SKYHAWKS SPORTS ACADEMY 255.7010599-B

0.00 INC.

SPOKANE
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116978SKYHAWKS SPORTS ACADEMY 374.5010600

0.00 INC.

SPOKANE
Item: 7
63 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
39Page:

Taxes Withheld
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116979SKYHAWKS SPORTS ACADEMY

79.309930-B

0.00 INC.

SPOKANE
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116980SKYHAWKS SPORTS ACADEMY 1,008.709931

0.00 INC.

SPOKANE
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116981SKYHAWKS SPORTS ACADEMY 486.509936

0.00 INC.

SPOKANE
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116982SKYHAWKS SPORTS ACADEMY 987.009937

0.00 INC.

SPOKANE
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116983SKYHAWKS SPORTS ACADEMY 1,827.009942

0.00 INC.

SPOKANE
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116984SKYHAWKS SPORTS ACADEMY 2,495.509938

0.00 INC.

SPOKANE
WA 99218

0.0012/29/2021 68115OP
12/29/2021011227
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116985SKYHAWKS SPORTS ACADEMY 1,606.509939

0.00 INC.

SPOKANE
Total: 68115Check No. 9,120.70
Total for SKYHAWKS SPORTS ACADEMY 29,120.70
CA 91746

0.0012/02/2021 67944OP
12/02/2021010509
12/02/2021(CS)
12/02/2021PORTALET RENTALS 11/2 - 11/29 116556SO CAL INDUSTRIES 174.08531224

0.00 CITY OF INDUSTRY
Total: 67944Check No. 174.08
CA 91746

0.0012/16/2021 68032OP
12/16/2021010509
12/16/2021(CS)
12/16/2021PORTALET RENTALS 11/30 - 12/27 116796SO CAL INDUSTRIES 109.08536210

0.00 CITY OF INDUSTRY
Total: 68032Check No. 109.08
Item: 7
64 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
40Page:

Taxes Withheld
Total for SO CAL INDUSTRIES 283.16
CA 91765-0943

0.0012/29/2021 68116OP
12/29/2021011586
12/29/2021CIVIC CENTER (PW)
12/29/2021FLAT FEE FOR EMISSIONS FY21/22 116935SOUTH COAST AIR QUALITY 142.593923234

0.00 MANAGEMENT DISTRICT

DIAMOND BAR
CA 91765-0943

0.0012/29/2021 68116OP
12/29/2021011586
12/29/2021PERMIT FY 21/22 DEC (PW)
12/29/2021CIVIC CENTER GENERATOR 116936SOUTH COAST AIR QUALITY 440.153919296

0.00 MANAGEMENT DISTRICT

DIAMOND BAR
Total: 68116Check No. 582.74
Total for SOUTH COAST AIR QUALITY 582.74
CA 92630

0.0012/16/2021 68033OP
12/16/2021011369
12/16/2021NOV LFSP (PW)
12/16/2021WATER HEATER INSTALL 116751SOUTH COUNTY PLUMBING INC. 4,500.0021599

0.00 LAKE FOREST
CA 92630

0.0012/16/2021 68033OP
12/16/2021011369
12/16/2021NOV CIVIC CENTER (PW)
12/16/2021WATER SHUT OFF 116752SOUTH COUNTY PLUMBING INC. 195.0021622

0.00 LAKE FOREST
Total: 68033Check No. 4,695.00
CA 92630

0.0012/23/2021 68079OP
12/23/2021011369
12/23/2021LFSP (PW)
12/23/2021RESTROOM TOILET REPAIR DEC 116888SOUTH COUNTY PLUMBING INC. 225.0021628

0.00 LAKE FOREST
Total: 68079Check No. 225.00
Total for SOUTH COUNTY PLUMBING INC. 4,920.00
CA 91772-0002

0.0012/16/2021 68034OP
12/16/20210508
12/16/2021(PW)
12/16/2021STREET LIGHT UTILITIES NOV 116747SOUTHERN CALIFORNIA EDISON

94.061157 12/01/2021

0.00 ROSEMEAD
CA 91772-0002

0.0012/16/2021 68034OP
12/16/20210508
12/16/2021(PW)
12/16/2021STREET LIGHT UTILITIES NOV 116748SOUTHERN CALIFORNIA EDISON

94.623125 12/01/2021

0.00 ROSEMEAD
Item: 7
65 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
41Page:

Taxes Withheld
CA 91772-0002

0.0012/16/2021 68034OP
12/16/20210508
12/16/2021(PW)
12/16/2021STREET LIGHT UTILITIES NOV 116749SOUTHERN CALIFORNIA EDISON

78.449256 12/01/2021

0.00 ROSEMEAD
Total: 68034Check No. 267.12
CA 91772-0002

0.0012/23/2021 68080OP
12/23/20210508
12/23/2021(PW)
12/23/2021PORTOLA PARK UTILITIES NOV 116889SOUTHERN CALIFORNIA EDISON

68.731549 12/06/2021

0.00 ROSEMEAD
CA 91772-0002

0.0012/23/2021 68080OP
12/23/20210508
12/23/2021(PW)
12/23/2021STREET LIGHT UTILITIES NOV 116890SOUTHERN CALIFORNIA EDISON 69,413.973106 12/03/2021

0.00 ROSEMEAD
CA 91772-0002

0.0012/23/2021 68080OP
12/23/20210508
12/23/2021CIVIC CENTER (PW)
12/23/2021STREET LIGHT UTILITIES NOV 116891SOUTHERN CALIFORNIA EDISON

58.105146 12/07/2021

0.00 ROSEMEAD
CA 91772-0002

0.0012/23/2021 68080OP
12/23/20210508
12/23/2021(PW)
12/23/2021CIVIC CENTER UTILITIES NOV 116892SOUTHERN CALIFORNIA EDISON 11,978.048477 12/09/2021

0.00 ROSEMEAD
CA 91772-0002

0.0012/23/2021 68080OP
12/23/20210508
12/23/2021PARKING GARAGE NOV (PW)
12/23/2021CIVIC CENTER UTILITIES 116893SOUTHERN CALIFORNIA EDISON 4,264.448114 12/09/2021

0.00 ROSEMEAD
Total: 68080Check No. 85,783.28
CA 91772-0002

0.0012/29/2021 68117OP
12/29/20210508
12/29/2021(PW)
12/29/2021TRAFFIC SIGNAL UTILITIES NOV 116937SOUTHERN CALIFORNIA EDISON 6,543.405025 12/15/2021

0.00 ROSEMEAD
Total: 68117Check No. 6,543.40
Total for SOUTHERN CALIFORNIA EDISON 92,593.80
OH 44096-8012

0.0012/02/2021 67945OP
12/02/2021011603
12/02/2021
12/02/2021PUBLIC NOTICES OCT 1-31 (CC) 116554SOUTHERN CALIFORNIA NEWS GROUP 5,446.400000527308

0.00 WILLOUGHBY
Total: 67945Check No. 5,446.40
Item: 7
66 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
42Page:

Taxes Withheld
OH 44096-8012

0.0012/23/2021 68081OP
12/23/2021011603
12/23/2021
12/23/2021PUBLIC NOTICES NOV 1-30 (CC) 116895SOUTHERN CALIFORNIA NEWS GROUP 1,854.000000529839

0.00 WILLOUGHBY
Total: 68081Check No. 1,854.00
Total for SOUTHERN CALIFORNIA NEWS GROUP 7,300.40
CA 92630

0.0012/23/2021 68082OP
12/23/2021011427
12/23/2021I.D. THEFT (PS)
12/23/2021SHREDDING SERVICES NOV 116894SOUTHERN CALIFORNIA SHREDDING 1,080.00185962

0.00 INC.

LAKE FOREST
Total: 68082Check No. 1,080.00
Total for SOUTHERN CALIFORNIA SHREDDING 1,080.00
CA 92879

0.0012/29/2021 68118OP
12/29/2021011807
12/29/2021ST-011426 PITTSFORD PARK (PW)
12/29/2021COURT RESURFACE PROJECT 116989SPECTRASYSTEMS, INC. 130,138.6017324

0.00 DBA SPECTRATURF
CORONA
CA 92879

0.0012/29/2021 68118OP
12/29/2021011807
12/29/2021ST-011427 LFSP NOV (PW)
12/29/2021COURT RESURFACE PROJECT 116990SPECTRASYSTEMS, INC. 153,653.0017311

0.00 DBA SPECTRATURF
CORONA
Total: 68118Check No. 283,791.60
Total for SPECTRASYSTEMS, INC. 283,791.60
CA 92503

0.0012/02/2021 67946OP
12/02/2021011486
12/02/2021TURF NOV (CS)
12/02/2021WHEEL KITS FOR SOCCER FIELD 116563SPORTS FACILITIES GROUP INC. 745.98A14484

0.00 RIVERSIDE
Total: 67946Check No. 745.98
Total for SPORTS FACILITIES GROUP INC. 745.98
CA 92630

0.0012/09/2021 67983OP
12/09/2021191671
12/09/2021PW)
12/09/2021BUSINESS CARDS NOV (CS, CC, 116662STUDIO TWO * BLACK DIAMOND 270.4598082

0.00 PRINTING & GRAPHICS

LAKE FOREST
Total: 67983Check No. 270.45
Total for STUDIO TWO * BLACK DIAMOND 270.45
Item: 7
67 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
43Page:

Taxes Withheld
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116714SUPER SOCCER STARS 1,057.0010542

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116715SUPER SOCCER STARS 973.0010543

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116716SUPER SOCCER STARS 493.5010546

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116717SUPER SOCCER STARS 637.0010547

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116718SUPER SOCCER STARS 353.5010548

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116719SUPER SOCCER STARS 213.5010549

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116720SUPER SOCCER STARS 990.5010550

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116721SUPER SOCCER STARS 987.0010551

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116722SUPER SOCCER STARS 210.0010552

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116723SUPER SOCCER STARS 213.5010553

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116724SUPER SOCCER STARS 843.5010554

0.00 BROOKLYN
Item: 7
68 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
44Page:

Taxes Withheld
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116725SUPER SOCCER STARS 640.5010555

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116726SUPER SOCCER STARS 913.5010556

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116727SUPER SOCCER STARS 917.0010557

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67996OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021FALL SUPER SOCCER STARS 116729SUPER SOCCER STARS 557.0010558

0.00 BROOKLYN
Total: 67996Check No. 10,000.00
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116685SUPER SOCCER STARS 224.009929

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116686SUPER SOCCER STARS 707.009874

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116687SUPER SOCCER STARS 987.009875

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116689SUPER SOCCER STARS 703.509876

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116691SUPER SOCCER STARS 780.509877

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116694SUPER SOCCER STARS 637.009867

0.00 BROOKLYN
Item: 7
69 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
45Page:

Taxes Withheld
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116696SUPER SOCCER STARS 560.009868

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116698SUPER SOCCER STARS 843.509869

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116701SUPER SOCCER STARS 357.009870

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116702SUPER SOCCER STARS 770.009871

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116704SUPER SOCCER STARS 857.509873

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116707SUPER SOCCER STARS 427.009909

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116709SUPER SOCCER STARS 990.509910

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116710SUPER SOCCER STARS 493.509911

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116712SUPER SOCCER STARS 574.009912

0.00 BROOKLYN
NY 11210

0.0012/09/2021 67997OP
12/09/2021010899
12/09/2021CLASS INSTRUCTOR PAYMENT
12/09/2021SUMMER SUPER SOCCER STARS 116713SUPER SOCCER STARS

88.009913

0.00 BROOKLYN
Total: 67997Check No. 10,000.00
Item: 7
70 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
46Page:

Taxes Withheld
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116951SUPER SOCCER STARS 752.009913-B

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116952SUPER SOCCER STARS 794.509914

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116953SUPER SOCCER STARS 983.509915

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116954SUPER SOCCER STARS 913.509916

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116955SUPER SOCCER STARS 1,260.009922

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116956SUPER SOCCER STARS 1,050.009925

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116957SUPER SOCCER STARS 339.509917

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116958SUPER SOCCER STARS 623.009918

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021SUMMER CLASS INSTRUCTOR PYMT 116959SUPER SOCCER STARS 630.009926

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116960SUPER SOCCER STARS 437.0010558-B

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116961SUPER SOCCER STARS 990.5010559

0.00 BROOKLYN
Item: 7
71 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
47Page:

Taxes Withheld
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116962SUPER SOCCER STARS 423.5010560

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116963SUPER SOCCER STARS 563.5010561

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116964SUPER SOCCER STARS 980.0010528

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116965SUPER SOCCER STARS 640.5010529

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116966SUPER SOCCER STARS 143.5010530

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116967SUPER SOCCER STARS 143.5010531

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116968SUPER SOCCER STARS 357.0010532

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116969SUPER SOCCER STARS 567.0010533

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116970SUPER SOCCER STARS 283.5010534

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116971SUPER SOCCER STARS 493.5010536

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116972SUPER SOCCER STARS 637.0010537

0.00 BROOKLYN
Item: 7
72 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
48Page:

Taxes Withheld
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116973SUPER SOCCER STARS 987.0010538

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116974SUPER SOCCER STARS 927.5010539

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116975SUPER SOCCER STARS 350.0010540

0.00 BROOKLYN
NY 11210

0.0012/29/2021 68119OP
12/29/2021010899
12/29/2021
12/29/2021FALL CLASS INSTRUCTOR PYMT 116976SUPER SOCCER STARS 633.5010541

0.00 BROOKLYN
Total: 68119Check No. 16,904.00
Total for SUPER SOCCER STARS 36,904.00
CA 90660-4512

0.0012/16/2021 68035OP
12/16/2021010654
12/16/2021NOV VARIOUS PARKS (PW)
12/16/2021GRAFFITI REMOVAL & STEAM 116753SUPERIOR PROPERTY SERVICES INC 9,175.0017025

0.00 PICO RIVERA
Total: 68035Check No. 9,175.00
Total for SUPERIOR PROPERTY SERVICES INC 9,175.00
CA 94966

0.0012/09/2021 67991OP
12/09/2021011764
12/09/2021SEP (CD)
12/09/2021MIXED USE ZONING CODE UPDATES 116656SWA GROUP INC 19,358.85187210

0.00 SAUSALITO
Total: 67991Check No. 19,358.85
Total for SWA GROUP INC 19,358.85
CA 92618

0.0012/09/2021 67992OP
12/09/2021011510
12/09/2021MAINTENANCE SERVICES (CM)
12/09/2021NETWORK & SECURITY 116668TECHSTRATA LLC
1,193.001001-25-264

0.00 IRVINE
Total: 67992Check No. 1,193.00
Total for TECHSTRATA LLC 1,193.00
Item: 7
73 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
49Page:

Taxes Withheld
CA 91756

0.0012/23/2021 68083OP
12/23/20211937
12/23/2021(PW)
12/23/2021CIVIC CENTER UTILITIES NOV 116896THE GAS COMPANY 850.659109 12/10/2021

0.00 MONTEREY PARK
Total: 68083Check No. 850.65
CA 91756

0.0012/29/2021 68120OP
12/29/20211937
12/29/2021
12/29/2021SPORTS PARK UTILITIES NOV (PW) 116934THE GAS COMPANY 848.752943 12/13/2021

0.00 MONTEREY PARK
Total: 68120Check No. 848.75
Total for THE GAS COMPANY 1,699.40
CA 92630

0.0012/29/2021 68121OP
12/29/2021011398
12/29/2021
12/29/2021PRE-EMPLOYMENT NOV (MS) 116987THE UPS STORE 0026 120.00TCLF11210026

0.00 LAKE FOREST
Total: 68121Check No. 120.00
Total for THE UPS STORE 0026 120.00
CA 92691

0.0012/29/2021 68122OP
12/29/20210814
12/29/2021
12/29/2021CONSULTING SERVICES NOV (CD) 116919THERESA DOBBS 1,743.0012/10/2021

0.00 MISSION VIEJO
Total: 68122Check No. 1,743.00
Total for THERESA DOBBS 1,743.00
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021OCT TAMARISK PARK (PW)
12/16/2021REPAIR WALKWAY LIGHT BALLARDS 116776THOMAS J. O'CONNELL 389.76INV-2021-180

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021SEP RIMGATE PARK (PW)
12/16/2021RESTROOM DOOR LOCKS 116777THOMAS J. O'CONNELL 1,031.10INV-2021-181

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021OCT MOUNTAIN VIEW PARK (PW)
12/16/2021RESTROOM DOOR STRIKE REPAIR 116778THOMAS J. O'CONNELL 710.97INV-2021-182

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Item: 7
74 3:29 pm
12/28/2021

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CITY OF LAKE FOREST
Time:

Date:
50Page:

Taxes Withheld
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021OCT VETERANS PARK (PW)
12/16/2021CIRCUIT BREAKER REPAIR 116779THOMAS J. O'CONNELL 673.92INV-2021-183

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021REPAIR OCT LFSP (PW)
12/16/2021REPLACE BULBS & SCORE BOARD 116780THOMAS J. O'CONNELL 846.34INV-2021-184

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021OCT MOUNTAIN VIEW PARK (PW)
12/16/2021REPLACE DOOR LOCK MECHANISM 116781THOMAS J. O'CONNELL 710.97INV-2021-185

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021OCT BAKER RANCH PARK (PW)
12/16/2021RESTROOM DOOR LOCK REPAIR 116782THOMAS J. O'CONNELL 129.92INV-2021-186

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021RD-FWY TO MUIRLANDS SEP (PW)
12/16/2021DISCONNECT ELECTRIC EL TORO 116783THOMAS J. O'CONNELL 1,039.36INV-2021-179

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021SEP RIMGATE PARK (PW)
12/16/2021WALKWAY LIGHTS REPAIR 116784THOMAS J. O'CONNELL 557.61INV-2021-178

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021SEP SKATE PARK (PW)
12/16/2021LIGHT FIXTURES REPAIR 116785THOMAS J. O'CONNELL 956.18INV-2021-177

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021OCT CONCOURSE PARK (PW)
12/16/2021LIGHT POLE REPAIR 116786THOMAS J. O'CONNELL
1,445.00INV-2021-175

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/16/2021 68036OP
12/16/2021010570
12/16/2021BULBS SEP EL TORO PARK (PW)
12/16/2021REPLACE TENNIS COURT LIGHT 116787THOMAS J. O'CONNELL 1,476.03INV-2021-176

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Total: 68036Check No. 9,967.16
Total for THOMAS J. O'CONNELL 9,967.16
CA 92630

0.0012/09/2021 67993OP
12/09/2021011767
12/09/2021EL TORO PARK OCT (PW)
12/09/2021TENNIS COURT LIGHTING UPGRADES 116658THREE PHASE ELECTRIC INC. 23,768.05I111591

0.00 LAKE FOREST
Item: 7
75 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
51Page:

Taxes Withheld
CA 92630

0.0012/09/2021 67993OP
12/09/2021011767
12/09/2021EL TORO PARK (PW)
12/09/2021LIGHTING UPGRADES OCT 116659THREE PHASE ELECTRIC INC. 4,055.55I111405

0.00 LAKE FOREST
Total: 67993Check No. 27,823.60
Total for THREE PHASE ELECTRIC INC. 27,823.60
CA 92679-3715

0.0012/02/2021 67947OP
12/02/2021011759
12/02/2021PORTOLA METER OCT (PW)
12/02/2021MPS UTILITY EL TORO RD / 116566TRABUCO CANYON WATER DISTRICT 123.1511/16/2021

0.00 TRABUCO CANYON
Total: 67947Check No. 123.15
Total for TRABUCO CANYON WATER DISTRICT 123.15
CA 90189-4766

0.0012/02/2021 67948OP
12/02/20212114
12/02/2021NOV (CC)
12/02/2021REPLENISH POSTAGE METER 116564U S POSTAL SERVICE 5,000.0011/22/2021

0.00 USPS/PITNEY BOWES

LOS ANGELES
Total: 67948Check No. 5,000.00
Total for U S POSTAL SERVICE 5,000.00
MO 63179-0428

0.0012/23/2021 68084OP
12/23/20212128
12/23/2021
12/23/2021CAL-CARD PURCHASES NOV 116909U.S. BANK CORPORATE PAYMENT 1,451.016249 2021-11-26

0.00 SYSTEMS
ST. LOUIS
MO 63179-0428

0.0012/23/2021 68084OP
12/23/20212128
12/23/2021
12/23/2021CAL-CARD PURCHASES NOV 116910U.S. BANK CORPORATE PAYMENT 27,015.084348 2021-11-26

0.00 SYSTEMS
ST. LOUIS
Total: 68084Check No. 28,466.09
Total for U.S. BANK CORPORATE PAYMENT 28,466.09
CA 92877-0102

0.0012/16/2021 68037OP
12/16/2021011138
12/16/2021NOTIFICATIONS OCT (PW)
12/16/2021UNDERGROUND SERVICES ALERT 116774UNDERGROUND SERVICE ALERT OF 214.601020210369

0.00 SOUTHERN CALIFORNIA
CORONA
CA 92877-0102

0.0012/16/2021 68037OP
12/16/2021011138
12/16/2021NOTIFICATIONS NOV (PW)
12/16/2021UNDERGROUND SERVICES ALERT 116775UNDERGROUND SERVICE ALERT OF 150.251120210370

0.00 SOUTHERN CALIFORNIA
CORONA
Item: 7
76 3:29 pm
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CITY OF LAKE FOREST
Time:

Date:
52Page:

Taxes Withheld
Total: 68037Check No. 364.85
Total for UNDERGROUND SERVICE ALERT OF 364.85
CA 90670

0.0012/02/2021 67949OP
12/02/2021011620
12/02/2021NOV (PW)
12/02/2021PARK JANITORIAL SERVICES 116570VALLEY MAINTENANCE CORP. 3,862.0027406

0.00 SANTA FE SPRINGS
Total: 67949Check No. 3,862.00
Total for VALLEY MAINTENANCE CORP. 3,862.00
CA 91914

0.0012/09/2021 67994OP
12/09/2021011786
12/09/2021WITH RIBBON SEP (CM)
12/09/2021LABEL PRINTER - POLY LABEL 116660VANTAGE ID APPLICATIONS, INC.

13.7748056-A

0.00 CHULA VISTA
CA 91914

0.0012/09/2021 67994OP
12/09/2021011786
12/09/2021WITH RIBBON SEP (CM)
12/09/2021LABEL PRINTER - POLY LABEL 116661VANTAGE ID APPLICATIONS, INC.

60.2648056-1

0.00 CHULA VISTA
Total: 67994Check No. 74.03
Total for VANTAGE ID APPLICATIONS, INC. 74.03
TX 75266-0108

0.0012/02/2021 67950OP
12/02/2021010673
12/02/2021SERVICE NOV (CM)
12/02/2021CELLULAR PHONES AND DATA 116549VERIZON WIRELESS 2,482.179892726474

0.00 DALLAS
Total: 67950Check No. 2,482.17
Total for VERIZON WIRELESS 2,482.17
MO 63195-2818

0.0012/09/2021 67995OP
12/09/20212212
12/09/2021CE, CM, CS)
12/09/2021CITY VEHICLE FUEL NOV (PS, PW, 116669VOYAGER FLEET SYSTEMS INC. 2,176.128690611272148

0.00 SAINT LOUIS
Total: 67995Check No. 2,176.12
Total for VOYAGER FLEET SYSTEMS INC. 2,176.12
GA 30353-2305

0.0012/23/2021 68085OP
12/23/2021011495
12/23/2021SEP 2021 PW 2017-17B (PW)
12/23/2021NEIGHBORHOOD PARK RENO 116897WALLACE & ASSOCIATES 5,919.0021-08-LF-NEIGHBORHOOD

0.00 CONSULTING INC.

ATLANTA
Item: 7
77 3:29 pm
12/28/2021

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
53Page:

Taxes Withheld
GA 30353-2305

0.0012/23/2021 68085OP
12/23/2021011495
12/23/2021OCT 2021 PW 2017-17B (PW)
12/23/2021NEIGHBORHOOD PARK RENO 116898WALLACE & ASSOCIATES 3,804.0021-09-LF-NEIGHBORHOOD

0.00 CONSULTING INC.

ATLANTA
GA 30353-2305

0.0012/23/2021 68085OP
12/23/2021011495
12/23/2021NOV 2021 PW 2017-17B (PW)
12/23/2021NEIGHBORHOOD PARK RENO 116899WALLACE & ASSOCIATES 2,928.00W80023

0.00 CONSULTING INC.

ATLANTA
Total: 68085Check No. 12,651.00
Total for WALLACE & ASSOCIATES 12,651.00
CA 92883

0.0012/23/2021 68086OP
12/23/2021011790
12/23/2021NOV (PW)
12/23/2021ARBOR MINI PARKS CACI HD SIDE 116900Z&K CONSULTANTS, INC. 14,053.009033

0.00 CORONA
CA 92883

0.0012/23/2021 68086OP
12/23/2021011790
12/23/2021NOV (PW)
12/23/2021CA/CI SLURRY SEAL ZONE F 116901Z&K CONSULTANTS, INC. 3,780.002032B

0.00 CORONA
CA 92883

0.0012/23/2021 68086OP
12/23/2021011790
12/23/2021GLEN RANCH ROAD NOV (PW)
12/23/2021CA/CI STREET RESURFACING 116902Z&K CONSULTANTS, INC. 12,882.002032A

0.00 CORONA
Total: 68086Check No. 30,715.00
Total for Z&K CONSULTANTS, INC. 30,715.00

0.00 0.00
4,430,817.28
4,430,817.28
4,430,817.28
Net Total:

Less Hand Check Total:

Grand Total:

Total Invoices: 392 Less Credit Memos:

Outstanding Invoice Total:

Item: 7
78 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/4/2022
DEPARTMENT: City Clerk
SUBJECT:
2022 REDISTRICTING PUBLIC HEARING NO. 2
RECOMMENDED ACTION(S):

1. Conduct Public Hearing No. 2 at a time certain of 6:45 p.m.

2. Receive a presentation from Bear Demographics and Research, LLC on the Proposed Draft Map.

3. Comment on the Proposed Draft Map.

EXECUTIVE SUMMARY:

On December 15, 2021, the City Clerk held a public workshop on redistricting.

This was the second of five public meetings to discuss realignment of the Lake Forest City Council Districts. A video recording of the December 15th public workshop is available on the City’s Redistricting 2021 webpage, which is located at https://lakeforestca.gov/Redistricting.

Tonight’s public hearing will occur at 6:45 p.m. during the regularly scheduled City Council meeting. The City’s demographer, Andrew Westall of Bear Demographics and Research, LLC (“BDR”) will be present to introduce a draft map and summarize the next steps of the redistricting process.

Staff recommends the City Council conduct this public hearing at a time certain of 6:45 p.m., receive a presentation from BDR related to the draft City Council district map, and provide comments on the map as presented.

BACKGROUND:

Each city with district-based elections is required to realign the district boundaries every ten years following the receipt of updated population data from the U.S.

Census Bureau. Since the City of Lake Forest has district-based elections for five City Council Member seats, the City is required to realign the district boundaries prior to the 2022 General Election.

Item: 8
79 1
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6 City Council Districts 2, 3 and 4 transitioned to districts in 2018. City Council Districts 1 and 5 transitioned to districts in 2020. Although the City established the district boundaries in 2018 for the November 2018 election, the boundaries are based on 2010 census data. The U.S. Census Bureau published the results of the 2020 Census in September of 2021. After analyzing the Census data, the City must realign the City Council district boundaries through the redistricting process to accommodate the demographic changes recorded in the 2020 Census.

On November 2, 2021, the City Council held its first public hearing without a map to receive input from the public regarding City Council district boundaries. During the November 2, 2021 City Council meeting, Andrew Westall of BDR provided a presentation summarizing the redistricting process. Mr. Westall also reviewed the overall population changes within the City according to the 2020 Census data and assessed the legal requirements under the FAIR MAPS Act that must be considered when drawing district boundaries. Also during the November 2, 2021 meeting, the City Council approved the timeline for the redistricting process.

DISCUSSION:

On Wednesday, December 15, 2021 at 4:30 p.m., staff held the first community workshop at the Foothill Ranch Library. During the community workshop, the City Clerk provided information and guidance to the public regarding the parameters for drawing district boundary maps. During the community workshop, no members of the public provided maps for consideration.

During the January 4, 2022 City Council meeting at 6:45 p.m., the second public hearing for the 2021-2022 redistricting process will occur. During this public hearing, BDR will introduce the draft map, which has been posted on the City’s redistricting webpage at https://www.lakeforestca.gov/1084/Redistricting---2021 (Attachment 1). Paper copies of the draft map are available for residents at the City Clerk’s Office.

In addition, the City Clerk’s Office has received one public submitted map prior to the City Council meeting, which is referred to as Public Submitted Map A and is attached to the staff report for reference (Attachment 2). The City Council has the discretion to add public submitted maps as a draft map for consideration.

All map submissions will include those submitted during a public meeting, electronic submissions from the online mapping tool (District Builder), and any direct email or paper submissions to the City Clerk’s Office. The public will have the opportunity to submit maps until Friday, February 18, 2022.

Item: 8
80 1
7 7
6 Proposed District Boundary Map for Consideration - Draft Map During tonight’s public hearing, BDR will provide a presentation, and members of the public will have an opportunity to provide input regarding the proposed draft district boundary map. The public will have the opportunity to provide feedback to the demographer on how to draw additional maps for future consideration during the remainder of the process. The City Council will also have an opportunity to provide direction to the demographer regarding the boundaries of districts.

Staff is requesting the City Council provide direction to BDR on the draft district boundary map. The feedback gained this evening will be noted and used by BDR to potentially amend the draft district boundary map. The amended map will be reviewed and considered during the upcoming public hearings and community workshops. At this time, additional changes can be made to the draft map and additional maps may still be submitted for consideration.

The introduction of the draft ordinance including the new district boundary map is scheduled to take place during the third public hearing on February 15, 2022, and the final reading of the ordinance is scheduled to take place during the fourth public hearing on March 15, 2022. These dates were carefully selected to ensure the City completes the redistricting process before the official deadline, as a new district boundary map must be adopted by the City Council no later than April 17, 2022. Once the ordinance is adopted by the City Council and a second reading of the ordinance is held, the ordinance will take effect 30 days from the date of the second reading. The final map will be in effect in time for the 2022 General Municipal Election.

The remainder of the community outreach schedule and redistricting process is as follows:
January 26, 2022, 4:30 p.m. Public Workshop, El Toro Library February 15, 2022, 6:45 p.m. Public Hearing, City Council Chambers March 15, 2022, 6:45 p.m. Public Hearing, City Council Chambers Staff recommends the City Council conduct this public hearing at a time certain of 6:45 p.m., receive a presentation from BDR related to the draft City Council district map, and provide comments on the map as presented.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

Item: 8
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6 ATTACHMENTS:

1. Proposed Draft Map

2. Public Submitted Map A
Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 8
82 Attachment 1
Item: 8
83 City of Lake Forest
City Council Boundaries

DRAFT MAP
December 20, 2021
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18 Item: 8
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City of Lake Forest
Draft Map 12-20-21 Demographic Profile
Council District 12345 Total
Total Population (Pop) 2020 Adjusted 17,569          16,780          16,890          17,703          17,023          85,965 Deviation 376               (413)              (303)              510               (170) % Deviation 2.2% ‐2.4% ‐1.8% 3.0% 1.0% 5.4%
Latino 14.0% 19.7% 28.0% 24.3% 42.3% 25.6%
White 53.0% 44.6% 46.8% 53.1% 37.9% 47.2%
Black 2.0% 2.3% 2.8% 2.0% 1.7% 2.1%
American Indian 1.1% 0.8% 1.0% 0.8% 0.6% 0.9%
Asian 27.2% 30.5% 19.2% 17.7% 15.6% 22.0%
Hawaiian, Pacific Islander 0.3% 0.3% 0.3% 0.3% 0.4% 0.3% Other Race 1.8% 1.2% 1.2% 1.2% 1.2% 1.3%
Multi Minority Race 0.7% 0.6% 0.8% 0.6% 0.4% 0.6%
Voting Age Population (VAP) 2020 Adjusted 13,577          12,890          13,297          14,017          13,870          67,651 Latino 13.0% 18.2% 25.2% 21.8% 37.8% 23.3%
White 55.7% 47.2% 50.1% 56.7% 42.0% 50.4%
Black 1.8% 2.3% 2.7% 1.9% 1.6% 2.1%
American Indian 1.1% 0.9% 1.1% 0.8% 0.7% 0.9%
Asian 26.1% 29.6% 19.0% 17.1% 16.1% 21.4%
Hawaiian, Pacific Islander 0.2% 0.3% 0.3% 0.2% 0.4% 0.3% Other Race 1.6% 1.0% 1.2% 1.0% 1.1% 1.2%
Multi Minority Race 0.5% 0.5% 0.6% 0.5% 0.4% 0.5%
Citizen Voting Age Population (CVAP) 201
9 13,145          9,274            11,183          13,227          11,889          58,717 Latino 9.2% 14.6% 17.4% 17.1% 25.8% 16.8%
White 64.3% 54.9% 64.3% 64.6% 54.4% 60.9%
Black 2.3% 6.8% 1.8% 0.3% 2.8% 2.6%
Asian 22.8% 22.7% 15.8% 16.0% 14.6% 18.3%
All Othe
r 1.4% 1.0% 1.0% 2.0% 2.5% 1.6%
2020 Census State Adjusted Redistricting Data
2019 ACS CVAP Tabulation
19 Item: 8
102

City of Lake Forest
Draft Map 12-20-21 Demographic Profile
Council District 12345 Total
Total Households (By Household Income) 7,231            5,218            6,236            5,958            5,901            30,544 Less than $35,000 6.2% 12.8% 14.5% 7.8% 22.1% 12.4%
$35,000 to $75,000 15.3% 21.7% 22.3% 17.5% 28.4% 20.8%
$75,000 to $150,000 32.8% 30.9% 38.8% 32.2% 27.6% 32.6% $150,000 or more 45.8% 34.6% 24.4% 42.6% 22.0% 34.3%
Population 25 years and over (By Education Level) 14,046          10,207          11,685          12,792          13,202          61,932 No High School Diploma 2.5% 3.6% 4.4% 6.9% 15.1% 6.6%
Diploma, No College Degree 25.2% 33.9% 39.5% 34.3% 42.1% 34.8% Any College Degree 72.4% 62.5% 56.1% 58.9% 42.8% 58.6%
Occupied Housing Units 7,231            5,218            6,236            5,958            5,901            30,544 Owner occupied 75.2% 63.6% 56.5% 81.2% 68.6% 69.3%
Renter occupied 24.8% 36.4% 43.5% 18.8% 31.4% 30.7%
Population 5 years and over (By Language Spoken at
Home) 19,481          12,676          15,036          17,273          17,119          81,585 English only 64.6% 65.8% 69.4% 71.8% 55.4% 65.3%
Spanish 5.0% 10.2% 12.3% 17.0% 29.3% 14.8%
Asian and Pacific Island languages 19.2% 16.9% 9.2% 7.7% 12.7% 13.2% Other Indo‐European languages 11.2% 7.1% 9.2% 3.6% 2.6% 6.7% Population With Poverty Status Determined (by Poverty
Status and Age) 21,181          13,904          16,194          18,463          17,713          87,455 Income Below Poverty Level Past 12 Months 3.7% 6.3% 7.3% 3.7% 14.9% 7.0% Income At or Above Poverty Level Past 12 Months 96.3% 93.7% 92.7% 96.3% 85.1% 93.0% 2019 ACS Reformatted Tables ‐Tract Tabulation
2019 ACS Reformatted Tables ‐Block Group Tabulation
20 Item: 8
103

At
tachment 2
Item: 8
104
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Public Submitted Map A
c:::J District 1
c:::J District 2
c:::J District 3
c:::J District 4
c:::J District 5
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12-21-21

1.5 Item: 8
105
District Population_B20 Deviation % Deviation LATPOP_B20 % LATPOP_B20 WHIPOP_B20 % WHIPOP_B20 BLAPOP_B20% BLAPOP_B20 AMIPOP_B20 % AMIPOP_B20 1 17,110 -83 -0.48% 2,381 13.92% 9,122 53.31% 324 1.89% 180 1.05% 2 16,262 -931 -5.41% 2,692 16.55% 7,669 47.16% 397 2.44% 129 0.79% 3 17,824 631 3.67% 5,034 28.24% 8,364 46.93% 454 2.55% 169 0.95% 4 17,511 318 1.85% 4,402 25.14% 8,987 51.32% 367 2.1% 144 0.82% 5 17,258 65 0.38% 7,487 43.38% 6,400 37.08% 288 1.67% 111 0.64% Districts in Plan (5); Maximum (5)Wed Dec 22 13:57:04 2021 Page 1 Item: 8
106

District ASIPOP_B20 % ASIPOP_B20 HPIPOP_B20 % HPIPOP_B20 OTHPOP_B20 % OTHPOP_B20 MMRPOP_B20% MMRPOP_B20 VAP_B20 % VAP_B20 1 4,623 27.02% 43 0.25% 312 1.82% 125 0.73% 13,242 77.39% 2 5,053 31.07% 56 0.34% 183 1.13% 83 0.51% 12,449 76.55% 3 3,400 19.08% 35 0.2% 230 1.29% 138 0.77% 14,028 78.7% 4 3,239 18.5% 60 0.34% 202 1.16% 109 0.62% 13,911 79.44% 5 2,624 15.21% 59 0.34% 214 1.24% 76 0.44% 14,021 81.25% Districts in Plan (5); Maximum (5)Wed Dec 22 13:57:04 2021 Page 2 Item: 8
107

District LATVAP_B20 % LATVAP_B20 WHIVAP_B20 % WHIVAP_B20 BLAVAP_B20 % BLAVAP_B20 AMIVAP_B20 % AMIVAP_B20 ASIVAP_B20 % ASIVAP_B20 1 1,720 12.99% 7,425 56.07% 231 1.74% 144 1.09% 3,419 25.82% 2 1,880 15.1% 6,216 49.93% 313 2.51% 106 0.85% 3,711 29.81% 3 3,560 25.38% 7,029 50.11% 353 2.52% 140 1% 2,661 18.97% 4 3,151 22.65% 7,613 54.73% 275 1.98% 122 0.88% 2,505 18% 5 5,432 38.74% 5,787 41.27% 227 1.62% 100 0.71% 2,208 15.75% Districts in Plan (5); Maximum (5)Wed Dec 22 13:57:04 2021 Page 3 Item: 8
108

District HPIVAP_B20 % HPIVAP_B20 OTHVAP_B20 % OTHVAP_B20 MMRVAP_B20% MMRVAP_B20 tcvap_D19 % tcvap_D19 lcvap_D19 % lcvap_D19 wcvap_D19 1 28 0.21% 210 1.59% 65 0.49% 12,131 91.61% 1,118 9.22% 8,002 2 44 0.35% 123 0.99% 56 0.45% 9,472 76.09% 1,107 11.69% 5,650 3 30 0.21% 168 1.2% 87 0.62% 12,426 88.58% 2,255 18.14% 7,618 4 32 0.23% 140 1.01% 73 0.52% 12,739 91.58% 2,192 17.21% 8,098 5 53 0.38% 160 1.14% 54 0.39% 11,949 85.22% 3,163 26.47% 6,364 Districts in Plan (5); Maximum (5)Wed Dec 22 13:57:04 2021 Page 4 Item: 8
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District % wcvap_D19 bcvap_D19 % bcvap_D19 acvap_D19 % acvap_D19 aocvap_D19 % aocvap_D19 1 65.96% 236 1.95% 2,594 21.38% 168 1.38%
2 59.65% 570 6.02% 2,040 21.53% 113 1.19%
3 61.31% 315 2.53% 2,153 17.33% 110 0.88%
4 63.57% 56 0.44% 2,132 16.73% 258 2.02%
5 53.26% 330 2.76% 1,798 15.05% 308 2.58%
Districts in Plan (5); Maximum (5)Wed Dec 22 13:57:04 2021 Page 5 Item: 8
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Total Population (Pop) 2020 Adjusted
Latino
White
Black
American Indian
Asian
Hawaiian, Pacific Islander
Other Race
PopulationB20
LATPOP_B20
WHTPOP_B20
BLKPOP_B20
AINPOP_B20
ASNPOP_B20
HPIPOP_B20
OTHPOP_B20
MMRPOP_B20
Multi Minority Race
VAP_B20 Voting Age Population (VAP) 2020 Adjusted
LATVAP_B20 Latino
WHTVAP_B20 White
BLKVAP_B20 Black
AINVAP_B20 American Indian
ASNVAP_B20 Asian
HPIVAP_B20 Hawaiian, Pacific Islander
OTHVAP_B20 Other Race
MMRVAP_B20 Multi Minority Race
tcvap_D19 Citizen Voting Age Population (CVAP)
lcvap_D19 Latino
wcvap_D19 White
bcvap_D19 Black
acvap_D19 Asian
aocvap_D19 All Other
27 Item: 8
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/4/2022
DEPARTMENT: Community Development
SUBJECT:
6TH CYCLE “2021-2029 HOUSING ELEMENT” OF THE GENERAL PLAN RECOMMENDED ACTION(S):

Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, ADOPTING THE “2021-2029 HOUSING ELEMENT” OF THE GENERAL PLAN
EXECUTIVE SUMMARY:

All cities in California are required to adopt a comprehensive General Plan to guide land use planning decisions. In 2020, the City completed the 2040 General Plan, but intentionally did not update the Housing Element, which is required to be updated on a separate pre-determined schedule set by the State. The Housing Element is a State-mandated element of the City’s General Plan, which is required to identify and analyze existing and projected housing needs. The document includes the City’s goals, policies, quantified objectives, a site inventory, and programs for the preservation, improvement, and development of housing. The Housing Element is the only element that must be updated at regular intervals or cycles (every 8 years). The current adopted Housing Element (also known as the “5th Cycle”) covers the period 2013-2021. Based on timeframes set by the California Department of Housing and Community Development (“HCD”), the City must adopt an updated Housing Element covering the 6th Cycle period 2021-2029 by February 12, 2022.

The Draft Housing Element was sent to HCD on September 23, 2021. On November 4, 2021, the Planning Commission considered the Draft Housing Element and adopted a resolution recommending the City Council adopt the Housing Element inclusive of revisions necessary to comply with State Housing Law. The City received comments from HCD on November 22, 2021 and has revised the Draft Housing Element accordingly. Staff recommends that the City Council adopt the attached resolution and approve the revised Draft Housing Element (Attachment 1).

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BACKGROUND:

The Housing Element is one of seven mandatory elements of the local General Plan (Land Use, Circulation, Housing, Conservation, Open Space, Noise, and Safety). The Housing Element law, enacted in 1969, mandates that local governments adequately plan to meet the existing and projected housing needs of all economic segments of the community. The law acknowledges that, for the private market to adequately address housing needs and demands, local governments must adopt land use plans and regulatory systems which provide opportunities and incentives to encourage and not constrain the development of new housing, especially providing housing opportunities for low-income and special needs populations.

State law requires the Housing Element be updated at regular intervals and requires the Housing Element be reviewed by HCD. For the purposes of the Housing Element Update, the State is organized into regions, with each region on a separate Housing Element Update cycle. The City of Lake Forest is within the Southern California Association of Governments (“SCAG”) Region. The current Housing Element Update cycle began in early 2021, when the SCAG adopted the Regional Housing Needs Assessment (“RHNA”) and kicked off a one-year timeframe for preparation of the Housing Element update. Additional information on RHNA is provided later in this report.

In August 2020, the City Council authorized a contract with De Novo Planning Group to prepare the City’s Housing Element. Since that time, staff and the consultants have done extensive public outreach (see Public Engagement Summary in Attachment 1, Exhibit A) and prepared a Draft Housing Element for City Council consideration.

Prior to adoption, the 2021-2029 Housing Element must be reviewed by the HCD and the City must consider and respond to the Department’s comments by making necessary modifications to comply with State Housing Law. Staff and the City’s consultant completed the Draft 2021-2029 Housing Element and submitted it to HCD on September 23, 2021. On November 22, 2021, HCD provided comments and staff has prepared the draft Housing Element with responses to comments incorporated in redline format to comply with State Housing Law (refer to Attachment 1, Exhibit A).

On November 4, 2021, the Planning Commission considered the Draft Housing Element and adopted a resolution recommending the City Council adopt the Housing Element inclusive of revisions necessary to comply with State Housing Item: 9
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Law. The signed resolution is attached and a link to the Exhibits A and B is provided for reference (Attachment 5).

DISCUSSION:

Document Organization and Overview
In accordance with the timelines set by HCD, staff and the City’s consultant completed the Draft 2021-2029 Housing Element (included as Attachment 1, Exhibit A). The document includes the following four components:

1. Part 1: Housing Plan
Goals and Policies
Housing Programs
Quantified Objectives

2. Part 2: Background Report
5th Cycle (2013-2021) Accomplishments
Housing Needs Assessment
Constraints to Housing Development
Housing Resources
Assessment of Fair Housing and AFFH Analysis

3. Appendix A: Housing Sites Inventory

4. Appendix B: Public Engagement Summary
Part 1: Housing Plan
The Housing Plan includes the goals and policies that guide the City’s housing programs and activities. The City’s objective is to ensure that decent and safe housing is available to all current and future residents at a cost that is within the reach of diverse economic segments which comprise Lake Forest. The goals and polices in the Housing Plan focus on: (1) encouraging housing diversity and opportunities, (2) maintaining, preserving, and conserving existing residential neighborhoods, (3) increasing opportunities for home ownership, and (4) promoting equal opportunity for all residents to reside in the housing of their choice.

The Housing Plan includes 24 programs to implement the City’s housing goals and policies. These are organized into seven topical areas:

1. Provision of adequate sites to achieve a variety of housing types and densities.

2. Removal of constraints.

3. Housing and supportive services for special needs populations.

4. Conserve the existing supply of affordable housing.

5. Rehabilitate the City’s existing single-family and multi-family housing stock.

6. Provide housing opportunities for first-time homebuyers.

7. Equal housing opportunity.

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A total of 13 programs carry-over from the 5th Cycle Housing Element. Eleven new programs were created to address State requirements. A list of all programs can be found on pages 6 through 33 of the Draft Housing Element (Attachment 1, Exhibit A) and are also summarized in Attachment 3.

Part 2: Background Report
The Background Report identifies the nature and extent of Lake Forest’s housing needs, including those of special populations, potential housing resources (land and funds), potential constraints to housing production, and energy conservation opportunities. The Background Report is separated into the following Sections:

Sections 1-4 Information including demographics, constraints, and analysis of housing needs.

Section 5 Housing Resources (describes RHNA strategy)
Section 6 Fair Housing Analysis
Appendix A: Housing Sites Inventory
State law requires local governments to prepare an inventory of land suitable for residential development, including vacant sites and sites having the potential for redevelopment, and an analysis of zoning and public facilities and services to serve these sites. Appendix A of the Housing Element also includes a detailed analysis of nonvacant sites identified to meet a portion of the City’s lower income RHNA, including an analysis of development trends applicable to each site and a photo catalog.

A Sites Inventory was prepared for the purposes of satisfying State requirements and is a planning estimate based on several factors including market demand, recent development patterns, existing development on the site, the age of any existing structures, any known environmental constraints, property owner interest, and other factors. However, the Sites Inventory does not approve any project or guarantee what will be built on the site. Actual housing development is implemented by the development community and will be largely dependent on market factors that are outside of the City’s control. Housing developers, market trends, and availability of funding are among the constraints that will determine if and when housing units will be constructed. The Sites Inventory Map can be referred to in Attachment 2 of this report. The Site Inventory (Appendix A of the Draft Housing Element), including tables A, B and C and Suitability of Nonvacant Sites Matrix, follows Page BR-193 in the Draft Housing Element (Attachment 1, Exhibit A).

Appendix B: Public Engagement Summary
The Public Engagement Summary outlines the numerous opportunities for the community and key stakeholders to provide feedback on existing housing Item: 9
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conditions, housing priorities, priority areas for new residential growth, and topics related to fair housing.

Staff and the consultant undertook a year-long outreach dedicated to meeting the future housing needs of City residents. The City worked diligently to engage the community in safe and appropriate ways throughout 2020, during the COVID-19 pandemic, when traditional in-person activities were not possible to conduct. This outreach also extended to the General Plan Update, which was conducted during pre-COVID-19 protocols and included dozens of community meetings, study sessions, and public hearings where the community had the opportunity to provide input on key areas for future residential and non-residential growth.

Public comments were received throughout the process and are attached for reference (Attachment 4).

Regional Housing Needs Assessment (“RHNA”)
The RHNA is the process established in State law by which future housing needs are determined for each local jurisdiction in the state through a regional planning agency. HCD is responsible for determining the RHNA (segmented by income levels) for each region’s planning body. Lake Forest is within the SCAG region.

HCD has determined the housing need for the SCAG region to be 1,341,827 units. Lake Forest was allocated a total of 3,236 units for the period 2021-2029.

The following table represents the City’s RHNA allocation for the 6th Cycle.

Table 1: City of Lake Forest Regional Housing Growth Needs Very Low
50%
Low
50-80%
Moderate
80-120%
Above
Moderate
120%
Total
956 543 559 1,178 3,236
Source: SCAG 6th Cycle Final RHNA Allocation Plan (approved 3/22/21).

Percentages represent the four income categories of the county median income.

The RHNA allocation identifies the amount of additional housing that would need to be constructed within a jurisdiction in order to have sufficient housing for all income levels and fully accommodate its assigned share of the region’s housing need during the 8-year planning period (2021-2029). The RHNA is a planning requirement based upon housing need, not a construction quota or mandate.

Jurisdictions are not required to build housing or issue permits to achieve their RHNA allocations. Rather, jurisdictions must demonstrate that there is sufficient land having the appropriate General Plan land use designation and zoning that would allow the housing to be constructed.

The Housing Element must include an evaluation of potential capacity for additional housing based on land use plans, development regulations, other Item: 9
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development constraints (such as infrastructure availability and environmental conditions), and real estate market trends. The analysis must be prepared at a parcel-specific level of detail and identify properties (or “sites”) where additional housing could be built consistent with City regulations. This evaluation is referred to as the “sites analysis” and State law requires the analysis to demonstrate that the City has adequate sites with appropriate zoning to fully accommodate additional housing development commensurate with its RHNA allocation in each income category for planning purposes.

In June 2020, the City Council adopted the 2040 General Plan, which designated five focus areas for mixed-use (includes residential uses) along major transportation facilities and around key activity centers where new mixed-use growth and development can occur over time. The Housing Element further evaluated these focus areas and identified the locations best suited to accommodate the City’s RHNA. Generally, the parcels within each focus area were evaluated for potential inclusion in the Site Inventory. Approximately 1/3 of the capacity of each focus area was included. The development potential of each site was calculated at 50% of the maximum number of units, as the General Plan allows for all residential and all commercial projects within a mixed-use zone.

While the City adopted its new General Plan in 2040, which establishes new mixed-use focus areas that designate sufficient sites to accommodate the City’s remaining RHNA, the City has not yet adopted new zoning standards to implement the land use designations. Without the zoning in place, the City finds that it currently has a shortfall of sites to accommodate its remaining RHNA and must commit to a program to rezone sufficient sites to accommodate its RHNA for all income levels. The City is committed to rezoning all necessary parcels to create consistency with the General Plan Land Use Map, through an amended program (Program 1), to complete the rezoning for all sites identified in Appendix A of the Draft Housing Element (Site Inventory) in accordance with the acreages, densities, and unit capacities identified therein. Further, the rezoning will be completed pursuant to Government Code section 65583.2, subdivisions (h) and (i).

HCD allows for a credit to the RHNA for projects constructed or under construction since June 30, 2021. Additional credits are given for approved/entitled projects not yet built. Lake Forest is eligible to receive a credit for constructed units (461) and approved/entitled units (976) for units in multiple categories that have been approved/entitled and are expected to be developed within the planning period. These units include those within Serrano Summit, Portola Center, Teresina, Meadows, and Mountain View affordable apartments1. 1 Draft 2021-2029 Housing Element pages BR-99 to 103
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Therefore, the Site Inventory identifies the remaining units required for the RHNA.

As of September 2021, the City has already met 45% of its overall RHNA obligation with housing units constructed, under construction, or approved/entitled (1,437 units). With these units taken into account, the City has achieved its allocation of above moderate-income units and has a remaining RHNA of 1,8472 units (848 extremely low/ very low-income units, 447 low-income units, and 552 moderate income units).

To demonstrate that the City can accommodate the remaining 1,847 units, the following was included:
o32 Accessory Dwelling Units (ADUs) - the average annual number of ADUs developed from 2018-2020 was 4, multiplied by 8 years, yields the estimate of 32 ADUs to be constructed between 2021 and 2029. o382 units on underutilized residential sites - These properties, identified in Table 65 of the Draft Housing Element, have the potential to yield 382 units. None of these units are assumed to be affordable to lower income households.
o2,965 residential units in mixed-use areas designated in the 2040 General Plan. As part of the General Plan Update, over 383 acres were designated for mixed-use development allowing for densities of at least 30 dwelling units per acre. Staff is currently in the process of drafting Mixed-Use Zoning regulations to implement the General Plan.

Through the Sites Inventory for the 6th Cycle, the City has demonstrated that it has more than sufficient capacity to accommodate its remaining 6th Cycle RHNA, including all income categories, with future production of accessory dwelling units (32 units), underdeveloped residential sites already zoned for residential development (382 units), and a portion of the sites designated for mixed-use development in the General Plan for which new zoning districts are currently being prepared (2,965 units)3. By including additional sites in the inventory that exceed the RHNA requirement, the City may accommodate development at levels higher than those identified in the sites inventory while ensuring sufficient site availability for units affordable to lower-income households for the duration of the planning period.
2 The total remaining allocation of extremely low/very low, low, and moderate income units results in a remaining allocation of 1,847 units. The surplus of above moderate-income units (48) cannot be deducted from the remaining allocation, which is based on the remaining allocation by income level (3,236 less 1,437 plus 48 (surplus) is 1,847).
3 Draft 2021-2029 Housing Element pages BR-99 to 103.

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Schedule
The draft Housing Element was submitted to HCD on September 23, 2021. HCD had 60 days to review the document and comments were received November 22, 2021. These comments have been incorporated into the draft Housing Element for City Council review and consideration of adoption (see redline in Attachment 1, Exhibit A). Once the Housing Element is adopted, the final document will be submitted to HCD for review, and ultimately, certification.

Comments received from HCD and addressed in the redlined Draft Housing Element (Attachment 1, Exhibit A) are summarized as follows:
Housing Needs, Resources, and Constraints, Fair Housing:
Include a cumulative evaluation of the effectiveness of past goals/policies.
Provide additional information on affirmatively furthering fair housing, including compliance with existing laws, outreach capacity, analysis of regional data, analysis of data for patterns and trends over time, Include an analysis of moderate and above moderate RHNA sites against fair housing analysis components,
Include additional information on past zoning actions, and Include specific program targeted to areas in the City having overlapping fair housing conditions.
Housing Characteristics:
Provide additional information on the number of units in need of major rehabilitation or replacement.
Sites Inventory:
Provide additional information on affordable units that have received entitlement,
Provide additional justification for residential to be included in the mixed-use General Plan categories,
Include an additional program to commit to rezoning property included as mixed-use in General Plan pursuant to Government Code section 65583.2 (h) and (i),
Provide additional information on development trends in the area to support mixed-use development,
Provide additional information on the existing uses on the mixed-use sites, and
Provide additional information on the Saddleback Ranch Apartments site.
Government Constraints:
Provide additional information regarding development standards, fees, clarification of regulations regarding residential care facilities, reasonable accommodation process.
Non-Governmental Constraints:
Clarify permitting timeframes and
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Quantify the number of farmworkers in the city.
Housing Programs:
Add or revise programs to address a shortfall of sites or zoning available to encourage a variety of housing types (program must commit to rezoning pursuant to Government Code section 65583.2 subdivisions (h) and (i).
Commit to a program to revise ADU regulation in accordance with State law.

Staff and the City’s consultant have addressed each of the comments presented by HCD. The Draft Housing Element includes these redlined changes. Following City Council approval, the redlined Draft Housing Element will be sent to HCD for final certification. In the event that additional changes are requested by HCD, staff would make the appropriate revisions and bring this item back to the City Council for approval.

For the 6th Cycle, the State has increased the penalties and shortened the time frames for cities to comply with Housing Element and RHNA requirements. If the City does not submit it’s Housing Element by the February 12, 2022 deadline, the City could be exposed to a variety of penalties, which could include fines of up to $600,000 per month, litigation from the State Attorney General, suspension of the authority to issue building permits for new construction, ineligibility for certain types of funding, and court-mandated approval of certain housing projects.

Adoption of the new Housing Element, which has been amended to address HCD comments, would increase the likelihood of certification of a compliant document, thereby avoiding such penalties. Also, to accommodate the City’s RHNA allocation, staff plans to present Mixed-Use Zoning options for City Council consideration in early 2022, which is consistent with the City’s commitment in the Housing Element program to complete the rezoning process by October 15, 2022.

Public Comments
As indicated in this report and summarized in Appendix B of the Draft Housing Element, public participation and outreach was included throughout the year-long Housing Element Update process. Staff received a letter early in the process from Welcoming Neighbors Home (October 20, 2020), followed by additional correspondence on October 21, 2021 and December 7, 2021. In addition, correspondence was received from the Kennedy Commission (October 21, 2021), Californians for Homeownership (November 24, 2021), as well as correspondence from residents and interested parties. These letters are attached for reference (Attachment 4).

ENVIRONMENTAL REVIEW: This project is categorically exempt from the California Environmental Quality Act (“CEQA”) under CEQA Guidelines Section Item: 9
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15183, which allows a streamlined environmental review process for projects that are consistent with the densities established by existing zoning, community plan, or general plan policies for which an Environmental Impact Report (“EIR”) was certified, such as the City's recent General Plan EIR. An Environmental Analysis has been prepared to demonstrate this finding (Attachment 1, Exhibit B).

PUBLIC NOTICING: In accordance with the requirements of Section

9.184.040(C)(2) of the Municipal Code of the City of Lake Forest, this project has been noticed in a newspaper of general circulation on November 25, 2021. In addition, on October 25, 2021, public notices were also posted at City Hall.

FISCAL IMPACT:

There is no fiscal impact associated with the adoption of the 2021-2029 Housing Element.

ATTACHMENTS:

1. Resolution Adopting the “2021-2029 Housing Element”
A. Public Draft Housing Element (redlined)
B. Environmental Analysis

2. Site Inventory Map

3. Housing Element Programs

4. Public Comments

5. Planning Commission Resolution No. PC 2021-24 (Exhibits A & B available via weblink)
Initiated By: Amy Stonich, AICP, Assistant Director of Community Development
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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2021-2029 Housing Element Agenda of January 4, 2022
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RESOLUTION NO. CC 2022-__

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA, ADOPTING THE “2021-2029
HOUSING ELEMENT” OF THE GENERAL PLAN
WHEREAS, the California Government Code requires that cities review and update their Housing Elements every eight (8) years, according to a schedule set forth by the State Department of Housing and Community Development (“HCD”); and
WHEREAS, the Housing Element sets forth the housing policies for the City, facilitates the preservation and development of housing, and establishes programs to accommodate the City's share of the regional housing needs in Southern California; and
WHEREAS, the City of Lake Forest has been assigned an allocation of 3,236 new housing units as its share of the regional housing needs assessment (“RHNA”) in Southern California; and
WHEREAS, in accordance with State Law, the City of Lake Forest has prepared a Draft Housing Element for the 6 th Cycle covering 2021-2029 period in accordance with California Government Code Sections 65580-65589.8 attached hereto as Exhibit A; and
WHEREAS, in accordance with Government Code Section 65583, the City finds that the Housing Element (2021-2029) complies with the duty to Affirmatively Further Fair Housing; and
WHEREAS, the Housing Element (2021-2029) complies with the requirements of State law and conforms to the purposes, intent and provisions of all the Elements of the City's General Plan; and
WHEREAS, the Director of Community Development has reviewed the project’s potential effects on the environment, and has recommended that the project is categorically exempt from the California Environmental Quality Act (CEQA) under CEQA Guidelines Section 15183 which allows a streamlined environmental review process for projects that are consistent with the densities established by existing zoning, community plan or general plan policies for which an Environmental Impact Report (EIR) was certified, such as the City's recent General Plan EIR; and
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WHEREAS, in preparation of the Housing Element (2021-2029), the City developed a robust Community Engagement Plan with a dedicated website which received over 1,200 views; conducted two online surveys between November 23, 2020, through December 22, 2020, as well as stakeholder interviews with the Kennedy Commission, Welcoming Neighbors Home, and the Fair Housing Council of Orange County; and held a virtual workshop conducted throughout the month of December 2020 to educate the community about housing issues and opportunities and gather input on housing-related topics; and WHEREAS, on September 23, 2021, pursuant to Government Code section 65585(b)(1), the City submitted the draft 2021-2029 Housing Element to the State of California Department of Housing and Community Development (“HCD”); and
WHEREAS, the California Department of Housing and Community Development must review and provide comments on the Public Draft Housing Element and the City must update the Public Draft Housing Element in response to those comments in order to comply with State Housing Law; and WHEREAS, on October 7, 2021, the City hosted a public open house event at which the draft Housing Element was shared and feedback was solicited; and
WHEREAS, the City gave notice of the public hearing at which the project would be considered by the Planning Commission by publishing a notice in a newspaper of general circulation on October 21, 2021, and by posting a notice at City Hall and at the Foothill Ranch branch of the Orange County Public Library; and
WHEREAS, on November 4, 2021, the Planning Commission of the City of Lake Forest conducted a public hearing for the purpose of considering a Housing Element update and the Planning Commission reviewed a public review draft for purposes of providing review and program recommendations to staff and adopted a resolution recommending the City Council adopt the Housing Element inclusive of revisions necessary to comply with State Housing Law; and WHEREAS, the City Council has duly considered all evidence, including the testimony of the City’s Consultant, interested parties, and the evaluation and recommendations by staff, presented at said hearing.

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2021-2029 Housing Element Agenda of January 4, 2022
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NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE FOREST DOES RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:

SECTION 1. CEQA. This project is categorically exempt from the California Environmental Quality Act (CEQA) under CEQA Guidelines Section 15183, which allows a streamlined environmental review process for projects that are consistent with the densities established by existing zoning, community plan or general plan policies for which an Environmental Impact Report (EIR) was certified, such as the City's recent General Plan EIR. An Environmental Analysis has been prepared to demonstrate this finding attached hereto as Exhibit B.

SECTION 2. The City Council further finds as follows:
a. Finding: The Draft Housing Element is consistent with the goals and policies of the General Plan.

Fact: The Draft Housing Element is a State-mandated Element of the City of Lake Forest’s General Plan. California State Legislation requires that the Housing Element be updated every eight years to adequately plan for the City’s housing needs. The Housing Element identifies sites that may accommodate the City's Regional Housing Needs Assessment (RHNA) obligation. As such, the Draft Housing Element is consistent with the goals and policies of the General Plan.
b. Finding: State law requires the adoption of a Housing Element as part of the General Plan of each municipality and said element shall be updated every eight years.

Fact: The current Housing Element for Lake Forest was adopted by the City Council in January 2014 for the 2014-2021 (5 th Cycle) planning period and was certified by the State. Lake Forest has complied with the State mandate to update its Housing Element for the 2021-2029 planning period. c. Finding: As required by State law during the preparation of an amendment to the General Plan, the planning agency has provided opportunities for the involvement of citizens, public agencies, civic, educational, and other community groups, though public hearing and other means the city deems appropriate.

Fact: Public involvement has been completed which included the involvement of residents, local housing community, several non-profit housing advocates, and key City staff. The City worked diligently to engage the community in safe and appropriate ways throughout 2020, Item: 9
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during the COVID19 pandemic, when traditional in-person activities were not possible to conduct. This outreach also extended to the General Plan Update which was conducted during pre-COVID-19 protocols and included dozens of community meetings, an open house, and public hearings, where the community had the opportunity to weigh-in on key areas for future residential and non-residential growth. Further, the Planning Commission conducted a public hearing on November 4, 2021.

d. Finding: The City Council finds that the update to the Housing Element was prepared in accordance with State law and reviewed by the State Department of Housing and Community Development (HCD) as required by the California Government Code.

Fact: The City submitted a copy of the Housing Element on September 23, 2021, to HCD. HCD submitted a review letter to the City on November 22, 2021. Comments received from HCD were addressed and incorporated into the final document for City Council adoption of the Housing Element. e. Finding: In accordance with State law, the City Council finds that the existing uses on the nonvacant sites included in the inventory are likely to be discontinued during the planning period.

Fact: City of Lake Forest is essentially entirely built out. There is no vacant unentitled land remaining to accommodate new multifamily residential development. In order to accommodate its fair share of regional housing growth, the City must identify nonvacant sites to accommodate its remaining RHNA for all income levels (not only its lower income requirements). The City has specifically analyzed whether existing uses constitute an impediment for residential uses on the site. Additional information provided in Appendix A Sites Analysis of the Housing Element (Exhibit A attached hereto) demonstrates that existing uses on the sites identified to accommodate a portion of the City’s RHNA do not constitute an impediment for residential uses on the site. Additional information regarding current operations and tenants, vacancies, properties listed for rent or sale, the demand for the current use, and contact with property/business owners are included. The City has considered each site individually and has concluded that, based on the substantial evidence provided, current uses are not an impediment to the sites’ redevelopment for residential uses (refer to the Suitability of Nonvacant Sites analysis on page BR-100 of Exhibit A).

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SECTION 3. CITY COUNCIL ACTIONS. The City Council does hereby adopt the Housing Element (2021-2029) inclusive of revisions necessary in order to comply with State Housing Law.

PASSED, APPROVED AND ADOPTED this 4th day of January 2022, by the following vote, to wit:

ROBERT PEQUEÑO
MAYOR
ATTEST:

LISA BERGLUND

CITY CLERK
APPROVED AS TO FORM:

MATTHEW RICHARDSON

CITY ATTORNEY

STATE OF CALIFORNIA )

COUNTY OF ORANGE ) SS

CITY OF LAKE FOREST )
I, Lisa Berglund, City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2022-___ was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 4 th day of January 2022 by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

LISA BERGLUND

CITY CLERK
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ATTACHMENT 1

EXHIBIT A

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2021-2029

HOUSING

ELEMENT
Public Final Draft
September December 2021
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Prepared For:

City of Lake Forest
Contact: Gayle Ackerman, AICP
Director of Community Development
City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
(949) 461-3460
https://lakeforestca.gov/

Prepared By:

De Novo Planning Group
Contact: Amanda Tropiano, Principal
180 E Main Street Suite 108
Tustin, CA 92780
[email protected]
https://denovoplanning.com/

2021-2029

HOUSING

ELEMENT
Public Final Draft
September December 2021
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2021-2029 Housing Element Organization

Part 1: Housing Plan
Part 1 of the 2021-2029 Housing Element is the City’s “Housing Plan”, which includes the goals, policies, and programs the City will implement to address constraints and needs. The City’s overarching objective is to ensure that decent, safe housing is available to all current and future residents at a cost that is within the reach of the diverse economic segments which comprise Lake Forest.

Part 2: Background Report
Part 2 of the 2021-2029 Housing Element is the “Background Report” which identifies the nature and extent of Lake Forest’s housing needs, including those of special populations, potential housing resources (land and funds), potential constraints to housing production, and energy conservation opportunities. By examining the City’s housings, resources, and constraints, the City can then determine a plan of action for providing adequate housing, as presented in Part 1: Housing Plan. In addition to identifying housing needs, the Background Report also presents information rega rding the setting in which these needs occur. This information is instrumental in providing a better understanding of the community, which in turn is essential for the planning of future housing needs.

Appendix A: Housing Sites Inventory
The Housing Element must include an inventory of land suitable and available for residential development to meet the City’s regional housing need by income level. Appendix A also includes a detailed analysis of nonvacant sites identified to meet a portion of the Ci ty’s lower income RHNA, including a description of existing uses, analysis of development trends applicable to each site, and a photo catalogue.

Appendix B: Public Engagement Summary
As part of the Housing Element Update process, the City hosted numerous opportunities for the community and key stakeholders to provide feedback on existing housing conditions, housing priorities, priority areas for new residential growth, and topics related to fair housing. Public participation played an important role in the refinement of the City’s housing goals and policies and in the development of new housing programs, as included in Part 1: Housing Plan. The public’s input also helped to validate and expand upon the contextual information included in Part 2: Background Report. The City’s efforts to engage the community in a meaningful and comprehensive way are summarized in Appendix B.

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PART 1:

HOUSING PLAN
Public Final Draft
September December 2021
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Housing Plan │ Page 1

HOUSING PLAN TABLE OF CONTENTS
1 2021-2029 HOUSING PLAN INTRODUCTION ............................................. 33 2 GOALS AND POLICIES ............................................................................. 33 3 CYCLE 6 HOUSING ELEMENT PROGRAMS ................................................. 66 Provision of Adequate Housing Sites to Achieve a Variety of Housing Types and Densities ......................... 66 Removal of Constraints ......................................................................................................................... 1212 Housing and Supportive Services for Special Needs Populations (Goal 1) .............................................. 1615 Conserve the Existing Supply of Affordable Housing (Goal 2) ................................................................. 2020 Rehabilitate the City’s Existing Single-Family and Multi-Family Housing Stock (Goal 2) ............................. 2222 Provide Housing Opportunities for First-Time Homebuyers (Goal 3) ........................................................ 2525 Equal Housing Opportunity (Goal 4) ...................................................................................................... 2626 4 QUANTIFIED OBJECTIVES .................................................................... 3434

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Housing Plan │ Page 3

1 2021-2029 Housing Plan Introduction
This section presents the City’s Housing Plan, including goals, policies, and programs the City will implement to address constraints and needs. The City’s overarching objective is to ensure that decent, safe housing is available to all current and future residents at a cost that is within the reach of the diverse economic segments which comprise Lake Forest. To this end, the Housing Plan focuses on:
1) Encouraging housing diversity and opportunities;
2) Maintaining, preserving, and conserving existing residential neighborhoods; 3) Increasing opportunities for home ownership;
4) Promoting equal opportunity for all residents to reside in the housing of their choice.

2 Goals and Policies
The Housing Element Background Report evaluates the City ’s housing needs, opportunities and constraints, and presents a review of the previous elem ent. This Housing Plan reflects the City’s experience during the 2013-2021 planning period and sets forth the City’s goals, policies, and programs to address the identified housing needs and issues for the 2021-2029 planning period. Quantified objectives for new construction, rehabilitation and conservation are also identified. The goals and policies that guide the City’s housing programs and activities are as follows:

ISSUE: HOUSING DIVERSITY AND OPPORTUNITIES
Goal 1: Adequate housing to meet the existi ng and future needs of Lake Forest residents.

Policy 1.1: Allow for the development of a variety of ho using opportunities (ownership and rental) in Lake Forest including low-density single-family homes, modera te-density townhomes, hi gher-density apartments and multi-family projects, mixed-use development, accessory dwelling units, and mobile homes to fulfill regional housing needs.

Policy 1.2: Support the development of affordable housin g by offering development incentives on a case-by-case basis.

Policy 1.3: Support the provision of housing and supportive services for extremely low-income households and special groups, such as the elderly, persons with disabilities (including developmental disabilities), large families, single-parent households, and those in need of temporary shelter.

Policy 1.4: Promote the development of new housing units in the City’s mixed-use focus areas which are located along the City’s major transportation corridors and near community activity centers.

Policy 1.5: Remove or reduce constraints on affo rdable housing development to the extent feasible.

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Policy 1.6: Encourage residential developments to incorp orate a minimum of 15% affordable units, including units affordable to extremely low-income households.

Policy 1.7: Maintain adequate capacity to accommoda te the City’s unmet Regional Housing Needs Assessment (RHNA) allocation for all income categories throughout the planning period.

Policy 1.8: Allow by-right approval of housing developments proposed on non-vacant sites included in the previous housing element inventory and on vacant sites included in the two previous housing element inventories, provided that the proposed housing development includes at least 20 percent lower- income affordable housing units.

ISSUE: MAINTENANCE, PRESERVATION, AND CONSERVATION OF HOUSING Goal 2: Maintenance and enhancement of the quality of existing residential neighborhoods.

Policy 2.1: Promote programs that im prove the overall quality and conditions of existing housing in Lake Forest with an emphasis on housing that is affordable to lower-income households.

Policy 2.2: Promote and facilitate the conservation and rehabilitation of the City’s older residential properties.

Policy 2.3: Subject to the availability of funds, conti nue to offer rehabilitation an d home improvement loans to qualified households.

Policy 2.4: Evaluate opportunities for comprehensiv e neighborhood improvements, including focused code enforcement and neighborhood clean-up days, and implement such activities as warranted.

Policy 2.5: Endeavor to preserve inco me-restricted affordable housing in the Ci ty that is at-risk of converting to market-rate.

Policy 2.6: Promote a balance of rental and affordable ownership housing.

Policy 2.7: Continue to support County efforts to preserve and expand rental assistance programs for extremely low-income households, including the Housing Choice Voucher Program.

ISSUE: HOME OWNERSHIP
Goal 3: Increased opportunities for home ownership.

Policy 3.1: Encourage the development of affordable ownership housing fo r first-time homebuyers.

Policy 3.2: Pursue state and federal funding sources to provide fair home purcha se options to lower- and moderate-income households.

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Policy 3.3: Collaborate in regional efforts to pursue funding, such as mortgage revenue bonds and Mortgage Credit Certificates, for homeownership assistance programs.

ISSUE: EQUAL OPPORTUNITY
Goal 4: Promote equal opportunity for all residents to re side in housing of their choice by affirmatively furthering fair housing.

Policy 4.1: Encourage and support the enforcement of laws and regulations prohibiting discrimination in the sale, rental, or financing of housing based on race, color, ancestry, religion, nation al origin, sex, sexual orientation, gender identity, age, disability/medical conditions, familial status, marital status, source of income, or any other arbitrary factor.

Policy 4.2: Accommodate persons with disabilities who seek reasonable waiver or modification of land use controls and/or development standards pursuant to procedures and criteria set forth in the Zoning Code.

Policy 4.3: Assist in the enforcement of fair housing la ws by providing support to organizations that can receive and investigate fair housing allega tions, provide outreach and education regarding fair housing rights, monitor compliance with fair housing laws, and refer possible violations to enforcing agencies.

Policy 4.4: Encourage design which supports aging in place (such as universal design) in new development.

Policy 4.5: Encourage the development of housing afford able to lower-income households and housing for special needs groups throughout the community.

Policy 4.6: Provide information to the public on available housing, housing affordable to lower-income households, and special needs housing through the City’s public information channels.

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3 Cycle 6 Housing Element Programs
Lake Forest offers a variety of housing opportunities to meet the needs of the community and comply with state Housing Law. This section of the Housing Plan addresses the issues identified in the previous sections of the Element and provides a strategy to achieve the City’s housing goals. The housing programs designed to implement the City’s strategy are discussed in detail below.

The City has considered each program as it relates to affirm atively furthering fair housing. In addition to identifying the responsible agencies, funding sources, objectives, and timeframes for each program, the City has also identified the fair housing issue(s) and contributing factor(s) addressed by each program. For further information regarding fair housing issues and contributing factors in Lake Forest, see Section 6 of the Background Report.

PROVISION OF ADEQUATE HOUSING SITES TO ACHIEVE A VARIETY OF HOUSING TYPES AND DENSITIES A key element in satisfying the housing needs of all segments of the community is the provision of adequate sites for housing. This is an important function of both the General Plan and zoning.

Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program) Planning and regulatory actions to achieve adequate housing sites are implemented through the Land Use Element, Zoning Code, and, in some instances, development agreements. These regulatory documents provide for a variety of residential development, ranging from lower-densit y single-family homes to higher-density apartments, condominiums, and mixed-use projects.

The City of Lake Forest received a RHNA allocation of 3,236 units for the 2021-2029 RHNA period. After credits for constructed units ( 755461) and approved/entitled units ( 753976) are taken into consideration, the City of Lake Forest has a remaining 2021-2029 RHNA of 1,8476 units, including 848 extremely/very low-income, 445 447 low- income, and 553 552 moderate-income units.

While the City adopted its new General Plan in 2040 which establishes new mixed-use focus areas which designate sufficient sites to accommodate the City’s remaining RHNA, the City has not yet adopted new zoning standards to implement the land use designations. Without the zoning in place, the City finds that it currently has a shortfall of sites to accommodate its remaining RHNA and must commit to a program to rezone sufficient sites to accommodate its RHNA for all income levels. The City is committed to re zoning all necessary parcels to create consistency with the General Plan Land Use Map, and is specifically committed, through this program, to complete the rezoning for all sites identified in Appendix A (Site Inventory) in ac cordance with the acreages, densities, and unit capacities identified therein. Additionally, the City will complete t he rezoning pursuant to Government Code section 65583.2, subdivisions (h) and (i).

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The residential sites inventory consists of approximately 159 acres of land designated in mixed-use areas which allow for residential development at densities beyond 30 du/ac, with the potential to yield at least 2,965 new units.

These sites are located in areas adjacent to major transportation facilities an d activity centers; the co-location of attainable/affordable housing choices ne ar transportation facilities and good s and services will improve access to opportunity for all persons, especially lower income households and persons with special needs, including persons with disabilities.

The City has also identified 34.55 acres of underdeveloped residential uses (two sites) that could yield an additional 382 units affordable to moderate and above moderate in come households. Also construction of new accessory dwelling units (ADUs) will also add to the City’s housing stock. Together, t hese resources have the capacity to accommodate at least 3,378 new units affordable to all income levels. These sites can accommodate the City’s remaining RHNA allocation for all income levels through year 2029. The City w ill maintain an inventory of sites with residential development potential and provide it to prospective residential developers upon request.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Maintain and monitor the residential sites inventory to ensure sufficient sites remain to accommodate the RHNA allocation throughout the RHNA period.

Receive and process development applications for residential projects. Rezone all sites identified in Appendix A consistent with the densities, acreages, and capacity levels identified in Appendix A. Complete all rezoning pursuant to Government Code section 65583.2, subdivisions (h) and (i).

Timeframe: Complete all necessary rezoning by October 15, 2022; Annual monitoring and reporting throughout the planning period.

Fair Housing Issues
Addressed:

Segregation and Integration; Disparities in Access to Opportunity; Racially and Ethnically Concentrated Areas of Pove rty/Affluence; Disparities in Access to Opportunity for Persons with Disabilitie s; Disproportionate Housing Needs, including Displacement Risks; Site Inventory
Contributing Factors
Addressed:

Community Opposition; Lack of Community Revitalization Strategies; Lack of Private Investment in Specific Neighb orhoods; Land Use and Zoning Laws; Location and Type of Affordable Housing; Impediments to Mobility; Lack of Opportunity Due to High Housing Costs; Access to Transportation for Persons with Disabilities; Availability of Affordable Units in a Range of Sizes; Location of Employers

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Program 2: Monitor Residential Capacity (No Net Loss)
The City will monitor the depletion of residential acreage, and review proposed Gener al Plan amendments, Zone Changes, and development projects, to ensure an adequate inventory is av ailable to meet the City’s 2021-2029 RHNA obligations. To ensure sufficient residential developm ent capacity is maintained to accommodate the City’s RHNA allocation, the City will develo p and implement a formal ongoing (project-by-project) evaluation procedure pursuant to Government Code Section 65 863 and will make the findings required by that code section if a site is proposed for development with fewer units or at a different income level(s) than shown in the Housing Element Site Inventory. Should an approval of development result in a reduction of residential development capacity below the capacity needed to accommodate the remaining need for lower-income, moderate-income, or above-moderate- income households, the City, and pote ntially the applicant (in accordance with State law) , will identify and, if necessary, rezone sufficient sites within 180 days to accommodate the shortfall and ensure “no net loss” in capacity to accommodate the RHNA allo cation, consistent with State law. Any rezoned site(s) will satisfy the adequate site requirements of Government Code Section 65583.2 and will be consistent with the City’s obligation to affirmatively further fair housing.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Maintain adequate capacity to accommodate the City’s RHNA obligations at all income levels throughout the planning period. Report as required through the HCD annual report process.

Timeframe: Ongoing implementation, at time of approval of a project on a site listed in the Housing Element, and annual reporting throughout the planning period.

Fair Housing Issues
Addressed:

Racially and Ethnically Concentrated Areas of Poverty/Affluence; Disparities in Access to Opportunity; Disproportionate Housing Needs, including Displacement Risks
Contributing Factors
Addressed:

Community Opposition; Displacement of Residents Due to Economic Pressures; Location and Type of A ffordable Housing; Lack of Access to Opportunity due to High Housing Costs

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Program 3: Public Property Conversion to Housing Program The City will maintain a list of surplus City-owned lands, including identification of address, APN, General Plan land use designation, zoning, current use, parcel size, and status (surplus land or exempt surplus land). The City will work with non-profits and public agencies to evaluate the feasibility of transferring surplus City-owned lands not committed to other City purposes for development of affordable housing by the privat e sector. The inventory will be updated annually in conjunction with the Annual Progress Report (“APR”) (Program 1). Any disposition of surplus lands shall be conducted consistent with the requirements of Government Code Section 54220 et. seq.

Responsible Agencies: City Manager’s Office
Funding Sources: General Fund and federal and State technical assistance grants 2021-2029 Objectives: Collaborate with the development community on an annual basis , including affordable housing developers, to evaluate the viability of developing City- owned land as affordable housing.

Timeframe: Annually
Fair Housing Issues
Addressed:

Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Lack of Public Investment in Specific Neighborhoods, including Services or Amenities; Lack of Local or Regional Cooperation; Land Use and Zoning Laws

Program 4: Replacement of Affordable Units
Consistent with the requir ements of Government Code Section 65583.2(g), developmen t projects on sites in the housing inventory (Appendix A) that have, or have had with in the five years preceding the application, residential uses restricted with rents affordable to low- or very low-income households or residential uses occupied by low- or very low-income households, shall be conditioned to replace all such units at the same or lower income level as a condition of any development on the site, and such repl acement requirements shall be consistent with Section 65915(c)(3).

Responsible Agencies: Community Development Department
Funding Sources: General Fund; replacement costs to be borne by developer of any such site 2021-2029 Objectives: For all project applications, identify need for replacement of affordable housing units and ensure replacement, if required, occurs.

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Timeframe: Ongoing
Fair Housing Issues
Addressed:

Fair Housing Enforcement and Outreach Capacity; Segregation and Integration; Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Displacement of Residents Due to Economic Pressures; Location and TypeTyle of Affordable Housing; Lack of Opportunity Due to High Housing Costs; Quality of Affordable Housing Information Pr ograms; Community Opposition; Loss of Affordable Housing

Program 5: Facilitate Affordable and Special Needs Housing Construction The City can encourage and facilitate affordable housing construction through financial assistance, removal of regulatory constraints, and administrative support. With limited funding, the City will rely on the following actions to encourage affordable housing production during the planning period:
• Affordable Housing Implementation Plans (AHIPs): During the two previous Housing Element cycles, the City entered into Development Agreements (DA) with the property owners/developers of land that was newly entitled for residential use. The DAs include an Affordable Housing Implementation Plan (AHIP) that required the production of affordable units in conjunction with the development. The City continues to monitor and enforce approved AHIPs and affordable housing covenants.
• Collaborate with Affordable Housing Developers: Affordable housing developers work to develop, conserve and promote rental and ownership affordable housing. Particularly in relation to senior housing, the affordable housing developer is often, but not always, a local organization interested in developing affordable housing. The affordable housing developer is often involved with what is called "assisted housing", where some type of government assistance (such as Housing Choice Voucher program or Tax Credits) is provided to the individual household to keep rents affordable. An affordable housing developer may help meet the City’s goal of incorporating a minimum of 15% affordable units with in new residential developments by implementing or assisting with the implementation of programs described in this Element. The City will continue to proactively collaborate with affordable housing developers to identify potential sites, write letters of support to help secure governmental and private-sector funding, and offer technical assistance related to the application of State density bonus provisions. The City will proactively provide affordable housing developers with maps illustrating high resource areas and areas with high le vels of people-based and place-based opportunities in the City in order to highlight opportunities for new development to affirmatively further fair housing. In addition, the City will proactively provide developers the list of housing sites identified in Appendix A, which identifies those sites which are located in a 2021 TCAC/HCD moderate or high resource zone.

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• Regulatory Concessions and Incentives: The City will continue to work with developers on a case-by-case basis to provide State-mandated regulatory concessions and incentives to assist with the development of affordable and senior housing. In a relatively small city like Lake Forest, this is the most effective method of assisting developers, as each individual project can be analyzed to determine which concessions and incentives would be the most beneficial to the project’s feasibility. State-mandated regulatory concessions and incentives could include, but are not limited to, density bonuses, parking reductions, fee reductions or deferral, expedited permit processing, and modified or waived development standards. • Collaborate with Housing Developers to Accommodate Large Families: Developers of affordable and market rate housing can help address the special needs of t he community’s large families by providing a mix of unit types and sizes, including units with more than three bedrooms. The City will advise developers regarding the presence of larger families in Lake Forest and encourage them to include units with more than three bedrooms, if feasible.
• Low-Income Housing Tax Credits (LIHTC): The City will assist developers in gaining funding for the development of affordable housing through the LIHTC program. Investors receive a credit against federal tax owed in return for providing funds to developers to build or renovate housing for low-income households. In turn, the capital subsidy allows rents to be set at below market rates.

Responsible Agencies: Community Development Department; Funding Sources: General Fund
2021-2029 Objectives: Monitor the City’s existing affordable housing stock and support affordable housing developers in their efforts to develop new affordable units in Lake Forest.

Timeframe: Annual outreach to the development community; Pprovide ongoing assistance to interested affordable housing developers.

Fair Housing Issues
Addressed:

Outreach; Fair Housing Enforcement and Outreach Capacity; Segregation and Integration; Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Lack of Private Fair Ho using Outreach and Enforcement; Lack of Local or Regional Cooperation; Lack of Private Investment in Specific Neighborhoods; Location of Accessible Housing; Availability of Affordable Units in a Range of Sizes; Quality of Affordable Housing Information Programs

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REMOVAL OF CONSTRAINTS
State law requires the Housing Element to address, and where appropriate and legally possible, remove constraints affecting the maintenance, improvement, and development of housing. The following programs are designed to lessen governmental and nongovernmental constraints on housing development during the planning period.

Program 6: Monitor and Implement Changes in Federal and State Housing, Planning, and Zoning Laws Although the 2021-2029 Housing Element update did not identify any significant governmental constraints to the development or maintenance of housing in Lake Forest, the City will contin ue to monitor its development process and zoning regulations to identify and remove constraints to the development of housing and affirmatively further fair housing goals. The City will also continue to monitor fede ral and State legislation that could impact housing and comment on, support, or oppose proposed changes or addi tions to existing legislation, as well as support new legislation when appropriate. The City will also endeavor to minimize governmental constraints to the development, improvement, and maintenance of housing.

As part of this program, the City commits to implementin g current federal and State housing, planning and zoning laws. This includes complying with new transparency re quirements for posting all zoning, development standards and fees on the City’s website. While the City currently posts all zoning, development standards, and fees in various locations on the City’s website, the City will consolidate this information into the City’s Planning Division webpage to further support transparency and public access to information in compliance with new transparency laws.

Responsible Agencies: Community Development Department; City Manager’s Department Funding Sources: General Fund
2021-2029 Objectives: Comply with new transparency requirements for posting zoning, development standards, and fees on the City’s website. Stay updated on changes in federal and state housing, planning, and zoning laws and participate in providing review and comments as appropriate.

Timeframe: Update the City’s website with consolidated zoning, deve lopment standards, and fee information by October 15, 2022. Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Fair Housing Enforcement and Outreach Capacity; Site Inventory Contributing Factors
Addressed:

Land Use and Zoning Laws; Lack of State or Local Fair Housing Laws; Regulatory Barriers to Providing Housing and Supportive Services for Persons with Disabilities

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Program 7: Zoning Code Amendments – Housing Constraints The City shall update the Zoning Code to remove constraints to housin g development and ensure the City’s standards and permitting requirements are consistent with State law. The update shall address the following:

A. Mixed-Use Standards . The Zoning Code shall be updated to address standards related to mixed-use development at densities and intensities consistent with the Mixed-Use land use designations adopted as part of the City’s comprehensive General Plan Update approved in 2020. This process is anticipated to be completed by the end of 2022. See Program 1 (Shortfall Program) for more information.

B. Low Barrier Navigation Centers: The Zoning Code shall be updated to define and permit low-barrier navigation centers consistent with the requirements of Government Code Sections 65660 through 65668, including treating low-barrier navigation centers as a by-right use in areas zoned for mixed use and in nonresidential zones permitting multi-family uses (if applicable).

C. Transitional and Supportive Housing : The Zoning Code shall be revised as necessary to ensure that transitional and supportive housing is are allowed in residential and mixed-use zones subject to the same standards as a residence of the same type in the same zone consistentin accordance with Government Code Section 65583 (c)(c)(3), and to allow eligible supportive housing as a by-right use in zones where multi-family and mixed uses are permitted pursuant toin accordance with Government Code Sections 65650 through 65656.

D. Employee Housing and Agricultural Worker Housing : The Zoning Code will be updated to define comply with Health and Safety Code Sections 17021.5, .6, .8“employee housing” distinctly from “agricultural worker housing” and to clarify that employee housing serving six or fewer employee s shall be deemed a single- family structure and shall be subject to the same standards for a single-family residence in the same zone.

Specifically, the City will only refer to it as employee housing and not make a distinction between agricultural versus employee housing types.

E. Agricultural Worker Housing: The Zoning Code will be updated to define “agricultural worker housing” and to identify that any agricultural worker housing providing no more than 36 be ds in a group quarters, or consisting of 12 or fewer units or spaces, shall be deemed an agricultural land use and permitted in the same manner as agricultural uses consistent with Health and Safety Code Section 17021.6. The Zoning Code will also be updated to provide for streamlined, ministerial approval of agricultural worker housing that meets the requirements of Health and Safety Code Section 17021.8.

F.E. Streamlined and Ministerial Review for Eligible Affordable Housing Projects : The Zoning Code will be updated to ensure that eligible multi-family project s with an affordable housing component are provided streamlined review and are subject only to objective de sign standards consistent with relevant provisions of SB 35 and SB 330, as provided for by applicable se ctions of the Government Code, including but not limited to Sections 65905.5, 6591 3.4, 65940, 65941.1, 65950, and 66300. State law defines objective design standards as those that “involve no personal or subjective judgement by a public official and are Item: 9
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uniformly verifiable by reference to an external and uniform benchmark or criterion available and knowable by both the development applicant and public official prior to submittal.” G.F. Emergency Shelter Parking: The Zoning Code will be updated to require sufficient parking to accommodate all staff working in an emergency shelter, provided that the stan dards will not requir e more parking for emergency shelters than other residential or commercial uses within the same zone, in compliance with AB 139.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Ensure that the City’s Zoning Code is consistent with State law and update the Zoning Code as needed to comply with future changes.

Timeframe: Zoning Code Amendments adopted by December 2022.

Fair Housing Issues
Addressed:

Segregation and Integration; Disparities in Access to Opportunity Contributing Factors
Addressed:

Lack of Affordable In-Home or Community-Based Supportive Services; Lack of Assistance for Transitioning from Instit utional Settings to Integrated Housing; Land Use and Zoning Laws; Occupancy Codes and Restrictions

Program 8: Accessory Dwelling Units
Accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) help meet the City’s housing needs for all income levels and also provide a housing resource for seniors, students, and low- and moderate-income households throughout the entire Lake Forest community, not just in any single geographic area. The City will continue to apply Zoning Code regulations that allow ADUs and JADUs (also known as second units or granny flats) by right in all residential zones, in accordance with State law. The City of Lake Forest will amend the ordinance as necessary to comply with current State Law. bBased on future changes to State law, the City will continue to amend the ordinance as necessary and work with HCD to ensure continued compliance with State Law. The City will also continue to monitor trends regarding the extent of ADU production to ensure that the Housing Element goals can be met.

While the City will continue to promot e the opportunity for residents to develop ADUs throughout Lake Forest consistent with Section 9. 146.050 of the Lake Forest Municipal Code, the City is focused on promoting the development of ADUs that are affordable to lower income and moderate income households, and the development of ADUs in areas of opportunity as described in the A ffirmatively Furthering Fair Ho using section of the Housing Element Background Report. To the extent feasible, the City will survey ADU owners/build ers to determine if they will be affordable to lower- or moderate-income households. The City will as k ADU applicants to voluntarily share Item: 9
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the unit’s intended rental rate (if applicable) to track the supply of affordable ADUs in the City. Additionally, by the end of 2023, the City will ident ify and evaluate potential incentives (if an y) to encourage production of affordable ADUs, particularly in high resource areas (as described in the Affirmatively Furthering Fair Housing section of the Housing Element Background Report), and present potential strategies to implement those incentives to the Planning Commission and/or City Council during the planning period.

The City will prepare new provide hard copies of ADU factsheets (in English and Spanish) and provide hard copies at City Hall and community facilities and share electronic versions on City social media accounts by June of 2022.

Upon request, the City will provide homeowner associations (HOAs) and other civic organizations with guidance to assist with the development of ADUs and work proactively to educate the community regarding the role ADUs play in providing affordable housing options and affirmatively furthering fair housing. The City has set a target of briefing at least one HOA or civic organization on the City’s ADU ordinance per year.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Maintain an ADU Ordinance consistent with State Law. Support the development of accessory dwelling units in neighborhoods throughout the City.

Timeframe: Update the City’s current ADU ordinance by October 15, 2022 to comply with current State Law. Survey ADU owners/builders to determine affordability and update ADU application to inquire about affordability level: 2021-2022; identify and evaluate potential incentives to encourage production of affordable ADUs:
2022-2023; and present findings to the City’s Planning Commission and/or City Council: 2023; implementation and annu al reporting throughout the RHNA period through the Housing Element Annual Progress Report: continuous.

Prepare and distribute bilingual ADU factsheet by June of 2022. Invite all HOAs and relevant civic organization to meet annually to discuss the City’s ADU ordinance.

Fair Housing Issues
Addressed:

Segregation and Integration; Racially and Ethnically Concentrated Areas of Poverty/Affluence; Disparities in Access to Opportunity Contributing Factors
Addressed:

Availability of Affordable Units in a Rang e of Sizes; Displacement of Residents Due to Economic Pressures; Lack of Access to Opportunity Due to High Housing Costs; Location and Type of Affordable Housing

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HOUSING AND SUPPORTIVE SERVICES FOR SPECIAL NEEDS POPULATIONS (GOAL 1) Where there is a need for affordable housing, often there is also a need for supportive services for lower income households, including the homeless, extremely low-income households, and persons with disabilities (including developmental disabilities). The City assists service providers, with the a llocation of CDBG funds, in meeting the immediate needs of persons with special needs, including the homeless, near-homeless, and extremely low-income households. Immediate need includes the provision of food, temporary shelter, health care, and other social services.

The following programs are intend to address the overall need for housing and supportive services for special needs populations in Lake Forest.

Program 9: Sites for Homeless Shelters/ Homeless Prevention and Assistance Services Homelessness is a chronic problem throughout Southern California. While the majority of the County’s homeless are in the older, more urbanized jurisdictions and in th e beach communities, the 2019 Orange County Point-In-Time Report data indicates approximately 112 homeless persons within the City on any given night (for more information, see the Housing Element Background Report). In addi tion, the City has numerous households that may be considered at-risk of becoming homeless by virtue of their limited incomes. It is important for the City to provide and maintain the appropriate zoning to accommodate the provision of facilities that serve the homeless population, most of whom are extremely-low-income, in accordance with State law.

The City allocates CDBG fundning to assist with homeless prevention and assistance services to organizations such as Families Forward, South County Outreach, and Family Assistance Ministries. The City contracts with Mercy House to provide an outreach worker in Like Forest. The outreach worker helps the homeless get into shelters, secure transitional or permanent housing, obtain medical assistance, or be admitted into a recovery program. The City also has a full time Homeless Liaison Officer (”HLO”) who works with the City’s homeless outreach provider to establish trust and communication with the homeless in an effort to offer supportive services.

Responsible Agencies: Community Development Department, City Manager Funding Sources: CDBG, State HEAP funds
2021-2029 Objectives: Support non-profit organizations that shelter the homeless (subject to available funding and on a case-by-case basis).

Timeframe: Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR)
Fair Housing Issues
Addressed:

Fair Housing Enforcement and Outreach Capacity; Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risk Contributing Factors
Addressed:

Lack of AffordabilityAffordance, Integrated Housing for Individuals who need Supportive Services; Lack of Assistance for Transition from Institutional Settings to Integrated Housing; Lack of E ffective Accommodations for Unhoused Persons with Disabilities
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Program 10: Transitional/Supportive and Affordable Housing The City provided financial assistance to non-profit service agencies (Families Forward, South County Outreach) to purchase existing housing in the community for use as tran sitional/supportive and affordable housing. In addition, the City owns two condominium units which are leas ed to a non-profit agen cy (Families Forward) for transitional/supportive affordable housing (Madrid Condominiums). These facilities help to address the needs of very low- and extremely low-income persons. Specifically, the City provided CDBG funding to a non-profit organization (South County Outreach) to assist with the purchase and operation of eight condominium units for transitional/supportive and affordable housing. In addition, the Lake Forest Redevelopment Agency acquired a four- unit apartment, which was transferred to the Lake Forest Housing Authority, and subs equently sold to Families Forward (Saguaro Apartments). These units will continue to offer transitional/s upportive and affordable housing to low-income residents through 2027–2031 (South County Outreach units), 2071 (Saguaro Apartments), and 2031 (expiration of Madrid Cond ominiums lease agreement with Families Fo rward). The City-owned units would likely continue to serve as affordable housing indefinitely, after the expiration of the current lease agreement.

Through the City’s partnership with Families Forward and South County Outreach, supportive services are provided to residents that include weekly case management counseling, weekly budget and financial counseling, child care assistance to attend counseling, education supplies assistance, employment supplies and tools assistance, health care payment assistance, permanent housing placement assistance, legal assistance (as available), life-skills training, weekly children’s program that addresses self-esteem, social skills, coping skills, values and beliefs, peer pressure, anger management, self-care, and identifying social networks.

Responsible Agencies: City of Lake Forest , City of Lake Forest Housing Authority Funding Sources: CDBG
2021-2029 Objectives: Support non-profit organizations that provide affordable and transitional/supportive housing to individuals at risk for homelessness (subject to available funding and on a case-by-case basis)
Timeframe: Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR)
Fair Housing Issues
Addressed:

Fair Housing Enforcement and Outreach Capacity; Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risk Contributing Factors
Addressed:

Lack of Affordance, Integrated Housing for Individuals who need Supportive Services; Lack of Assistance for Transi tion from Institutional Settings to Integrated Housing; Lack of Effective Accommodations for Unhoused Persons with Disabilities

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Program 11: Coordination with Social Service Agencies
A variety of social services agencies provide housing and supportive services to special needs groups in Lake Forest. Several of these social service agencies receive CDBG funds from the City to help administer these programs. The City determines its CDBG allocations to social service agencies annually based upon funding availability, applications received, whether the agency provides a priority need in the City’s 5-year Consolidated Plan, past performance, if the agency meets Federal HUD regulations, and other criteria. In a typical program year, funding is allocated to nonprofits that serve the following needs of lower income individuals and households (i.e., those earning up to 80% AMI): food distribution, housing assistance, services and programs for the elderly and youth, services for the disabled (including developmentally disa bled), primary health care services, and fair housing advocacy and counseling.

Similar to the Housing Element update, the Consolidated Plan involves comprehensive outreach, citizen participation workshops, and assessment of community needs to develop a road map for programs and activities to be pursued in the ensuing five years. The variety of social service agencies that may be awarded CDBG pass-through funds are guided by priority needs articulated in the Conso lidated Plan. All CDBG-contracted and funded programs (emergency housing/shelter, food distribution, primary health care services to the indigent or non-insured, senior case-management services, and home-delivered meals) a ddress and assist the needs of lower income persons and households of our community.

Responsible Agencies: Ci ty of Lake Forest
Funding Sources: CDBG
2021-2029 Objectives: Continue to eval uate requests on an annual basis for allocation of CDBG Funds to social service agencies to benefit Lake Forest residents Timeframe: Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR)
Fair Housing Issues
Addressed:

Outreach; Fair Housing Enforcement and Outreach Capacity; Disparities in Access to Opportunity for Persons with Disabilities
Contributing Factors
Addressed:

Lack of a Variety of Media; Lack of Resources for Fair Housing Agencies and Organizations

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Program 12: California Accessibility Standards Compliance Program The City will continue to ensure that all construction projects requiring building permits comply with the applicable State of California accessibility standards. The City will provide technical assistance as part of the building permit review process to assist property owners and contractors in understanding this law and related requirements applied to new development and/or retrofit or rehabilitation projects for public, residential, and commercial structures. The City will also provide a link on the City website to the Division of the State Architect’s web page that provides various access compliance reference materials, including an advisory manual and answers to frequently asked questions.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Assure housing units accommodate residents with disabilities.

Timeframe: Ongoing implementation, updates to the City’s website by February 15, 2022 Fair Housing Issues
Addressed:

Disparities in Access to Opportunity for Persons with Disabilities Contributing Factors
Addressed:

Inaccessible Government Facilities or Services; Lack of Assistance for Housing Accessibility Modifications

Program 13: Density Bonus Implementation Program
The City will provide for density bonuses consistent with State law, including density bo nuses and incentives for projects that contain 100% very low- and low-income units. The City will annually monitor State law updates which impact density bonuses and will update local plans and programs as necessary. As part of the City’s regular outreach to developers, the City will advertise the City’s density bonus provisions and answer any questions on the program and its implementation.

Responsible Agencies: Community Development Department
Funding Sources: General Fund and planning grants
2021-2029 Objectives: Continue to implement dens ity bonuses consistent with State law.

Timeframe: Annual monitoring of relevant legislation; annual outreach to the development community; Oongoing implementation
Fair Housing Issues Segregation and Integration; Racially and Ethnically Concentrated Areas of Item: 9
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Addressed: Poverty/Affluence; Disparities in A ccess to Opportunity Disproportionate Housing Needs, Including Displacement Risks; Site Inventory Contributing Factors
Addressed:

Lack of Community Revitalization Strate gies; Lack of Private Investments in Specific Neighborhoods; Location and Type of Affordable Housing; Availability of Units in a Range of Sizes

CONSERVE THE EXISTING SUPPLY OF AFFORDABLE HOUSING (GOAL 2) Market rents in Lake Forest are at a level which significantly limits the supply of housing affordable to very low-income households. Rental subsidies are necessary to prevent many of the City's very low-income residents from spending upwards of 30% of their incomes on housing costs, and over -extending themselves financially. In addition to rent subsidies, actions to preserve the low- income housing projects in Lake Forest at-risk of converting to market rate will be necessary to maintain their affordability and not reduce affordable housing units available in the community.

Program 14: Rental Assistance
The Federal Housing Choice Voucher rental assistance program offers rental subsidies to extremely low- and very low-income families (i.e., those earning up to 50% AMI) and elderly who spend more than 30% of their income on rent. The subsidy represents the difference between the excess of 30% of their monthly income and the actual rent.

Rent subsidies can be used to pay for mobile home park space rents.

The City will work with the Orange County Housing Authority to promote the program in a bilingual way to all residents while placing an emphasis on the City’s special needs po pulations, including persons with disabilities, female- headed households, seniors, and large families with the goal of assisting an average of approximately 190 extremely low- and very low-income households annually during the planning period. Through other programs included in the Housing Plan, the City will educate the community on the importance of integr ating affordable housing throughout all geographic areas of the City to help create balanced and integrated neighborhoods.

Responsible Agencies: Orange County Housing Authority
Funding Sources: U.S. Department of Housing and Urba n Development (HUD) Housing Choice Vouchers
2021-2029 Objectives: Promote the Ho using Choice Vouchers program.

Timeframe: Ongoing implementation and annual monitoring throughout the planning period.

Fair Housing Issues
Addressed:

Outreach; Disproportionate Housing Needs, Including Displacement Risks Contributing Factors Lack of Variety of Media; Lack of Language Access; Lack of Accessible Item: 9
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Addressed: Forums; Displacement of Residents du e to Economic Pressures; Private Discrimination

Program 15: Conservation of Existing Affordable Units
In order to meet the housing needs of all economic grou ps in Lake Forest, the City must develop programs to minimize the loss of housing units available to lower-income households. As of June 2021, the City’s affordable housing inventory consisted of 202 units, of which 811 were at risk of converting to market rate rents during the next 10 years.

The City will work with property owner s, interest groups and the State and federal gove rnments to conserve the City’s affordable housing stock through implementation of the following programs:
• Monitor Units at Risk: Maintain contact with providers and owners to monitor the stat us of existing and future affordable units.
• Work with Owners: Provide technical assistance to owners of properties with at-risk units by identifying funding sources and supporting grant or tax credit applications for the extension of affordability covenants. • Work with Potential Purchasers: Where feasible, provide technical assistance to public and non-profit agencies interested in purchasing and/or managing properties that include units at risk. • Tenant Education: The California Legisl ature extended the noticing requirem ent of at-risk units opting out of low-income use restrictions to one year. Should a prop erty owner pursue conversion of the units to market rate, the City will strive to ensure that tenants are properly noticed and informed of their rights and that they are eligible to receive Housing Choice vouchers that would enable them to stay in their units, should they receive one.
• Preservation: Coordinate with qualified entities to preserve and maintain affordability of units at-risk of converting to market rate uses.
• Noticing Requirements: Comply with noticing requirements within three years, twelve months, and six months of the affordability expiration date.

Responsible Agencies: City of Lake Forest Hous ing Authority; Orange County Housing Authority Funding Sources: U.S. Department of Housing and Urba n Development Section 8 Allocation; Other funding sources as available
2021-2029 Objectives: Work with property owners, interest groups and the State and federal governments to conserve the City’s affordable housing stock.

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Timeframe: Ongoing implementation and annual monitoring and reporting throughout the planning period through the Housing El ement Annual Progress Report (APR).

Within 60 days of notice of intent to co nvert at-risk units to market rate rents, the City will work with potential purchasers using HCD’s current list of Qualified Entities (http://www.hcd.ca.gov/hpd/hrc/tech/presrv/), and educate tenants of their rights, in collaboration with property owners.

Fair Housing Issues
Addressed:

Outreach; Disproportionate Housing Needs, Including Displacement Risks; Site Inventory
Contributing Factors
Addressed:

Lack of Local Public Fair Housing En forcement; Lack of Tenant Protections; Location and Type of Affordable Housing; Displacement of Residents Due to Economic Pressures

REHABILITATE THE CITY’S EXISTING SINGLE-FAMILY AND MULTI-FAMILY HOUSING STOCK (GOAL 2) The majority of the City's housing stock is in good condition; however, it is important for the City to provide programs that ensure the continued maintenance of its housing stock. The City utilizes CDBG funds to operate a single-family housing (attached and detach ed and mobile homes) rehabilitation loan program for low- to moderate income households, and promotes improvements through its code enforcement and targeted Neighborhood Preservation programs Citywide.

Program 16: Housing Rehabilitation Loan Program
Subject to the availability of funding and annual City Co uncil approval, the City prov ides housing rehabilitation assistance to low- to moderate-income homeowners thro ugh a loan program for owne r-occupied single-family detached and attached homes and mobile home units, which is funded through the City’s CDBG program. A zero- interest deferred payment loan of up to $30,000 is availa ble to conventional single-family residence households earning up to 80% AMI. A 3% interest loan amortized for a 15-year period is available to those who wish to pay off their loan sooner. Loans of up to $15,000 are available to owners of mobile homes. Eligible repairs include roofing, windows, exterior and interior painting, plumbing, electrical, energy/weatherization, garage doors, and other common home repairs, as well as accessibility improvements.

The City promotes its owner-occupied Housing Rehabilitation Loan Program on a year-round basis on its website and in the City’s quarterly newsletter. The loan program is only available for owner-occ upied single-family homes, both attached and detached, and mobile homes.

Responsible Agencies: Community Development Department
Funding Sources: CDBG
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2021-2029 Objectives: Assist 10 lower-income homeowners annually through the Housing Rehabilitation Loan Program.

Timeframe: Annual allocation of CDBG funds through the CDBG Action Plan process, and annual monitoring and reporting through the City’s (HUD required) Consolidated Annual Performance Evaluation Report (CAPER) process throughout the planning period.

Fair Housing Issues
Addressed:

Segregation and Integration; Racially and Ethnically Concentrated Areas of Poverty; Disparities and Access to O pportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Lack of Public Investment in Specif ic Neighborhoods; Lack of Community Revitalization Strategies; Deteriorated and Abandoned Properties Program 17: Code Enforcement and Neighborhood Preservation The Code Enforcement and Neighborhood Preservation program implements a comprehensive approach to neighborhood improvement. Community Development Depart ment inspectors respond to complaints related to substandard housing, property maintenance, overgrown vegetation, trash and debris, illegal conversions, improper occupancy and other nuisance and zoning complaints. For over two decades, the City has allocated CDBG funds annually to the Neighborhood Pride Paint Program. As fund ing permits, the City will continue sponsoring similar neighborhood preservation and revitalization events during the planni ng period. Code enforcement staff will also continue to inform eligible owners about the City’s housing rehabilitation loan and paint programs.

Responsible Agencies: Community Development Department
Funding Sources: CDBG and General Fund
2021-2029 Objectives: Continue to enforce applicable sections of the Lake Forest Municipal Code, including the California Building Code
Timeframe: Ongoing implementation and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Lack of Public Investment in Specif ic Neighborhoods; Lack of Community Revitalization Strategies; Deteriorated and Abandoned Properties

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Program 18: Energy Conservation and Energy Efficiency Opportunities The City will continue to implement energy-efficient stan dards for new construction and rehabilitation projects, including the California Green Building Standards Code. Information regarding the City’s energy-efficiency standards and available programs to assist homeowners and property owners, including those identified in the Housing Element Background Report, will be made available on the City’s website and at the permit counter in English and Spanish.

In addition to promoting the programs Citywide, the City will target special advertisements and education to the City’s lower-income census tracts to explain available programs and potential lo ng-term utility cost savings. The City will review the General Plan to determine if updates are needed to support and encourage energy efficiency in existing and new housing, especially in areas of the City with lower CalEnviroScreen scores which may suffer from elevated levels of environmental burdens. If updates are necessary, amend the General Plan to support this program.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Improve energy-efficiency in new and existing development and promote available programs and benefits to all City residents, especially lower-income residents.

Timeframe: Ongoing implementation; review the General Plan to determine if updates are appropriate no later than December 1, 2022 and complete updates, if needed, no later than December 1, 2023.

Fair Housing Issues
Addressed:

Outreach
Contributing Factors
Addressed:

Lack of Variety of Media; Lack of Language Access
Program 19: Lead Based Paint Education and Reduction Program Lead based paint was used commonly in the United States in homes built prior to 1978. When properly maintained and managed, this paint poses little risk. However, due to exposure to lead-based paint hazards, people of all ages (and especially children), can have blood-lead levels above safe limits. Lead poisoning can cause permanent damage to the brain and many other organs and causes reduced intelligence and behavioral problems. To protect families from exposure to lead from paint, dust, and soil, Congress passed the Residential Lead Based Paint Hazard Reduction Act of 1992, also known as Title X. Section 1018 of this law di rected HUD and EPA to require the disclosure of known information on lead-based paint and lead-based paint hazards before the sale or lease of most housing built before 1978.

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While the majority of Lake Forest’s housing stock was built after 1978, exposure to lead-based paint hazards continues to impact the community. Occupants of the City ’s older homes tend to be some of the City’s more vulnerable special needs populations, including seniors and lower-income households.

The City is committed to helping minimize the risk of lead poisoning and will educat e the community on issues regarding lead-based paint hazards and resources available to remove this hazard from their home. The City will identify neighborhoods with homes that were built before 1978 and target education directly to these homeowners via programs such as direct mailers or geographic-based social media posts. Issues related to lead based paint are most likely to be concentrated in the City’s older neigh borhoods, specifically Southwest Lake Forest. Efforts to improve the quality of life and living conditions for Southwest Lake Forest residents are described in detail as part of Program 24, Neighborhood Improvement Task Force. Information will be provided in English and Spanish.

Responsible Agencies: Community Development Department
Funding Sources: Grant Funding
2021-2029 Objectives: Educate the community on issues regarding lead-bas ed paint hazards.

Timeframe: Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Outreach
Contributing Factors
Addressed:

Lack of Variety of Media; Lack of Language Access

PROVIDE HOUSING OPPORTUNITIES FOR FIRST-TIME HOMEBUYERS (GOAL 3) Home ownership in Orange County is increasingly unafford able to lower- and moderate-income residents. Due to the high cost of housing in Lake Forest, first-time home buyer programs are cost-prohibitive for the City without a County or other complementary program.

Program 20: Homebuyer Assistance Programs
The City has identified a goal of assisting five households to achieve home ownership annually during the planning period. The Mortgage Credit Certificate (MCC) Program, administered by the County of Orange, enables lower- and moderate-income first-time homebuyers to receive a federal income tax credit of up to 15% of the annual mortgage interest paid. The MCC reduce s federal income tax, increa ses take-home pay, and increases the qualifying loan amount for homebuyers. Program assistance is available only to income-eligible persons and families who have not owned a home in the last three years. The property mu st be a single-family detached home, condominium, or Item: 9
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townhouse. Although the program currently applies only to census tracts outside of Lake Forest, the City will continue to monitor the program for any future applicability to Lake Forest households and notify eligible applicants, as feasible.

The Southern California Housing Finance Agency (SCHFA) ra ises funds for mortgage financing through the sale of tax-exempt revenue bonds. The City cooperates with lenders and the County in advertising the availability of the SCHFA program, including advertisements on the City’s website.

Responsible Agencies: County of Orange
Funding Sources: Federal tax credits; mortgage revenue bonds 2021-2029 Objectives: Continue to promote the homebuyer assistance programs ; assist five households annually (as funding is available).

Timeframe: Ongoing implementation and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Access to Financial Services; Displacement of Residents Due to Economic Pressures; Lending Discrimination

EQUAL HOUSING OPPORTUNITY (GOAL 4)
Program 21: Fair Housing Services
Lake Forest currently contracts with the Fair Housing Cou ncil of Orange County (FHCOC) for the provision of fair housing services, and the City will continue to contract with a fair housing service provid er to provide fair housing services for the duration of the planning period. Services offered include bilingual fair housing enforcement and education, landlord/tenant counseling, mediation and homebuyer HUD counseling which includes first-time homebuyer education and mortgage default counseling.

The City monitors and attempts to minimize discriminato ry housing practices with the assistance of the FHCOC.

Funding to FHCOC is pr ovided annually from the City’s CDBG funding allocation. Fair Hous ing actively counsels residents on landlord/tenant issues to help minimize disc riminatory housing acquisitio n policies and practices. In addition to providing educational workshops to our residents, the organization advocates fair housing rights on behalf of residents. The City will continue to maintain the link on the City’s website providing information about fair housing services. The City will also work with its fair housing service provider to identify any specific geographic areas in the City which have higher levels of discrimination claims and will target outreach and education to these areas.

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To help address fair housing issues at local and regional levels, the City will continue efforts to mitigate impediments identified in the Regional Analysis of Impediments to Fair Housing Choice.

Responsible Agencies: City of Lake Fo rest; fair housing service provider Funding Sources: CDBG
2021-2029 Objectives: Support fair housing servic e providers and efforts to minimize discriminatory housing practices.

Timeframe: Annual allocation of funds to fair housing service provider. Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR) and CDBG CAPER.

Fair Housing Issues
Addressed:

Outreach; Fair Housing Enforcement and Outreach Capacity Contributing Factors
Addressed:

Lack of Language Access; Lack of Accessible Forums; Lack of Resources for Fair Housing Agencies and Organizations

Program 22: Affirmatively Furthering Fair Housing Outreach and Coordination Program Facilitate equal and fair housing opportunities by implem enting actions to affirmativel y further fair housing and opportunities for all persons regardless of race, religion, sex, age, marital or familial status, ancestry, national origin, color, disability, or other protected characteristics through provision of information, coordination, and education on fair housing law and practices to residents, landlords, and housing developers. This program addresses the fair housing issues of education and outrea ch, integration/segregation, and acce ss to opportunity. Efforts will begin immediately and may include, but not be limited to:

Education and Outreach
• Provide public information and brochures regarding fair housing/equal housing opportunity requirements including how to file a complaint and access the invest igation and enforcement activities of the State Fair Employment and Housing Commission. This information will be made available on the City’s website and at City Hall. This information will be reviewed annually to ensure that any materials, links, and information provided are current.
• City staff will serve as liaison between the public and appropriate agencies in matters concerning housing discrimination within the City. The City will refer discrimination complaints to the City’s fair housing services provider.

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• Provide annual training of City staff, including thro ugh coordination with local advocacy groups or fair housing services provider, on how to receive, log, re fer, and follow-up on fair housing complaints. If resolution was not obtained for any complaints, refer complaint to HCD to ensure th at affordable housing laws are actively enforced.
• Provide a bi-biennial fair housing update to the City Council. • Provide annual public service announcements, through coordination with HCD, via various media (e.g., newspaper ads, public service announcements at local radio and television channels, the City’s website, or the City’s social media accounts).
• Provide fair housing literature to schools, libraries, and post offices. This information is available via the City’s fair housing service provid er and will be reviewed annually to ens ure that the posters and literature being provided are up-to-date.

Fair Housing Enforcement and Outreach Capacity
• Provide public information and brochures regarding fair housing/equal housing opportunity requirements including how to file a complaint and access the invest igation and enforcement activities of the State Fair Employment and Housing Commission. This information will be made available on the City’s website and at City Hall. This information will be reviewed annually to ensure that any materials, links, and information provided are current.
• Provide annual training of City staff, including thro ugh coordination with local advocacy groups or fair housing services provider, on how to receive, log, re fer, and follow-up on fair housing complaints. If resolution was not obtained for any complaints, refer complaint to HCD to ensure th at affordable housing laws are actively enforced.
• Provide a bi-biennial fair housing update to the City Council.

Integration/Segregation and Integration
• Coordinate with local organizations, through Community Action Agency, Continuum of Care, and Housing Authority efforts, to encourage, expand, and publicize fair housing requirements as part of programs that provide rental assistance to lower income households.
• On an ongoing basis, and at least annually, review land use and planning proposals, including development proposals, general plan amendments, master planning efforts for parks, recreation, infrastructure, and other facilities and amenities, to ensure that the City is re placing segregated living pa tterns with integrated and balanced living patterns, where applicable and feasible, and work to transform racially and ethnically concentrated areas of poverty into areas of opportunity without displacement.

Racially and Ethnically Concentrated Areas of Poverty or Affluence • Implement Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program), to Item: 9
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allow for new development and investment in areas of lower household incomes (Southwest Lake Forest) and Affluence (Foothill Ranch)
• Implement Program 8: Accessory Dwelling Units, to actively educate homeowners associations in areas of affluence about the potential for development of ADU to meet the needs of lower income households • Implement Program 16: Housing Re habilitation Loan Program, to su pport households in need of rehabilitation assistance, which are most likely to be located in areas of lower household income • Implement Program 24: Neighborhood Improvement Task Force, to study the needs of the City’s lower- income and racially-segregated neighborhoods and identify, fund, and implement improvements to address the needs identified
Disparities in Access to Opportunity
• Provide assistance to aid alleged victims of violence or discrimination in obtaining access to appropriate State or federal agency programs.
• On an ongoing basis, actively recruit residents from neighborhoods of concentrated poverty to serve or participate on boards, committees, and other local government bodies as positions are made available due to the regular appointment process or vacancies.
• On an annual basis, provide education to the community on the importance of participating in the planning and decision-making process and completing Census questionnaires.

Disparities in Access to Opportunity for Persons with Disabilities • Implement Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program), to rezone sites adjacent to transit corridors and activity centers to allow for higher density residential development, suitable for affordable and special needs housing, including new opportunities for persons with disabilities
• Implement Program 5: Facilitate Affordable and Special Needs Housing Construction, whereby the City will proactively reach out to developers of housing for special needs populations to share details about special needs groups in Lake Forest and promote the develo pment of housing for special needs groups in areas of moderate and high levels of opportunity
• Implement Program 6: Monitor and Implement Changes in Federal and State Housing, Planning, and Zoning Laws to proactively identify changes in Federal and/or State regulations required to be implemented at the local level in order to improve access to opportunity for persons with disabilities Disproportionate Housing Needs, Including Displacement Risks • Implement Program 4: Replacement of Affordable Units, to ensure that affordable units that are removed from the City’s housing stock are replaced in accordance with State law • Implement Program 5: Facilitate Affordable and Spec ial Needs Housing Construct ion, to encourage the Item: 9
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development of housing units to serve the needs of larger households, including large extremely low income households
• Implement Program 23: Economic Displacement Risk Analysis, to proactively identify potential issues related to economic displacement as a result of new development Site Inventory
• Implement Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program), to rezone sites to accommodate new residential and mixed-use development at densities consistent with the City’s General Plan (adopted in 2020) to meet the Ci ty’s RHNA at all income levels and ensure that the distribution of sites throughout the community is consist ent with the City’s duty to affirmatively further fair housing
• Implement Program 2: Monitor Residential Capacity (No Net Loss), to ensure that replacement sites identified to continue to accommodate the City’s remaining RHNA throughout the planning period are consistent with the City’s duty to affirmatively further fair housing Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Facilitate equal and fair housing opport unities by implementing actions to affirmatively further fair housing and op portunities for all pe rsons regardless of race, religion, sex, age, marital or familial status, ancestry, national origin, color, disability, or other protect ed characteristics through provision of information, coordination, and education on fair ho using law and practices to residents, landlords, and housing developers.

Timeframe: Ongoing outreach and coordination, beginning immediately; annual review of fair housing educational information to ensure that the most recent information provided by the City’s fair housing se rvice provider is being disseminated; annual presentations and media outreach.

Fair Housing Issues
Addressed:

Outreach; Fair Housing Enforcement and Outreach Capacity; Segregation and Integration; Racially and Ethnically Concentrated Areas of Poverty/Affluence; Disparities in Access to Opportunity; Di sparities in Access to Opportunity for Persons with Disabilities; Dispropo rtionate Housing Needs, Including Displacement Risks; Site Inventory
Contributing Factors
Addressed:

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Program 23: Economic Displacement Risk Analysis
Economic displacement can occur when new development, particularly residential development, changes the market conditions in an existing area so much that current residents can no longer afford to live there. The City of Lake Forest can reduce the impact of economic displacement when it occurs by preventing practices that increase or enable displacement. To determine if market-force economic displacement is occurring due to development of new housing, increased housing costs, or other factors, the City will conduct an analysis to determine if individuals and families may be displaced as a result of new residential development in the City’s mixed-use areas. The analysis will consider gentrification locally and will assess how new development and community investments may potentially influence displacement. If this study shows that displaceme nt is expected as a result of new development in the City’s mixed-use areas, the City will develop an action program based on the identifi ed causes of displacement, including specific actions to monitor and mitigate displacement. Annual review of the action program may result in modifications to further reduce displacement risk. This program addresses the fair housing issue of disproportionate housing needs, including displacement risk.

Responsible Agencies: Community Development Department
Funding Sources: Grant Funding; General Fund
2021-2029 Objectives: Understand the potential for market-force economic displacement and consider programs to address the issue, if necessary.

Timeframe: Conduct analysis by December 31, 2022 and establish resulting programs (if any) by December 31, 2023. Ongoing implementation and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Disproportionate Housing Needs, Including Displacement Risks Contributing Factors
Addressed:

Displacement of residents due to economic pressures
Program 24: Neighborhood Improvement Task Force
The City of Lake Forest has created a new Neighborhood Improvement Task Force (NITF) made up of key City personnel, police services staff, and other agency represent atives to address neighborhood-specific issues in the community’s older residential neighborhoods. This effort is led out of the City Manager’s Office. Programs recommended by the NITF will be a key tool the City will use to address fair housing issues and affirmatively further fair housing. For example, the City expects to host a workshop to attract developers and work with the Fair Housing representatives and residents of study areas to inform them of their rights under State law.

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As analyzed in the Affirmatively Furthering Fair Housing section of the Housing Element Background Report, the City has identified the area of Southwest Lake Forest as an area in need of focused attention and investment. These findings are consistent with the City’s ongoing work to improve existing neighborhoods in Lake Forest, to maintain the quality of the City’s existing housing stock, support current residents, an d address several fair housing issues and contributing factors, including access to opportunity , displacement of residents due to economic pressures, and community opposition (see the discussion on Fair Housing Issues and Contributing Factors in Section 6 of the Background Report).

In July 2021, the City initiated preparation of a Neighborhood Improvement Needs Assessment for Southwest Lake Forest, the first neighborhood identified to receive the focused attention of the NITF. This area encompassed a high ”calls for service” area where citizens had expressed concern about safety issues and a lack of City services as part of a bi-annual City survey (the City’s fair housing analysis conducted as part of its 2021-2029 Housing Element Update validated these findings).

The Neighborhood Improvement Needs Assessment for So uthwest Lake Forest included conducting an initial communications assessment and audit of the City’s existing communications, community ascertainment studies, and translating the collected data into actionable public policy recommendations. The Needs Assessment documents quality of life issues impacting the neighborhood and provides key recommendations for the NITF’s review and action. At the conclusion of the evaluation team’s assessments, they identified specific issues and areas in need of improvement. These improvements included traffi c, lighting, parking, noise, crime, issues related to homelessness, infrastructure repairs, pr operty maintenance, disposal of bulky items, street sweeping, trash, beautification, and a need for parks within walking distance.

In late 2021, the City’s consultant for the Neighborhood Improvement Needs Assessment prepared a draft of recommended improvements and programs based on the list of concerns identified for the project area. In January of 2022, staff will provide a presentation to the City Council as part of the City’s Strategic Plan update. This list will include the consultants recommendations and may ident ify specific programs from the recommended list to implement. While the exact recomm endations are still under consideration, the City has committed $70,500 as part of the City’s two-year 2021-2023 Operating Budget to implement pr ograms and improvements serving the Southwest Lake Forest neighborhood.

The City intends to continue the program by working wi th the community and the NITF to identify other target neighborhoods which could benefit from a Neighborhood Improvement Needs Assessment. The City will identify a list of recommended improvements for each target neighborhood for inclusion in the capital improvement plan (CIP) budget to address the unique needs of each of Lake Forest’s target neighborhoods.

As part of this process, the NITF will consider the contributing factors to fair housing issues identified in the Housing Element, the Orange County Analysis of Impediments to Fair Housing, and information from the City’s fair housing service providers. This information will be considered as part of the Council’s evaluation of recommended actions to ensure that those actions selected address the contributing factors identified for Lake Forest and work to affirmatively Item: 9
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further fair housing practices in the City.

Responsible Agencies: City Manager’s Office
Funding Sources: Grant Funding; General Fund
2021-2029 Objectives: Improve the Southwest Lake Forest neighborhood through implementation of the recommendations of the Neighborhood Improvement Plan.

Timeframe: Identification of improvements to im plement in 2022; implementation of improvements from 2022-2023; assessment of need for future neighborhood project by January 2023.

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4 Quantified Objectives
State law requires the Housing Element to include quantifi ed objectives for the maximum number of units that can be constructed, rehabilitated or conserved. Policies and programs in th e Housing Element establish the strategies to achieve these objectives. The City’s quantified objectives are described under each program, and represent the City’s best effort in implementing each of the programs. Assumptions are based on past program performance and funding availability, construction trends, land availability, and future programs that will enhance program effectiveness and achieve full implementation of the City’s housing goals.

The new construction objectiv es shown in the table are based on the City’s RHNA for the 2021-2029 planning period for very low-, low- and moderate-income housin g, historic trends, and ex pectations for new ADUs.

Rehabilitation and conservation objectives are based on specific program targets, including such programs as use of the City’s Housing Rehab Loan Program and Housing Choice Voucher program rental housing vouchers.

The table below summarizes the City’s quantified objectives for housing during the 2021-2029 planning period.

Table 1: Quantified Objectives 2021-2029
Income Category New Construction Rehabilitation Conservation/Preservation Extremely Low 70 324 202
(811 at-risk for conversion
during the next 10 years
and 191 not at-risk during
the next 10 years)
Very Low 70 324
Low
163 216
Moderate 167 216 29,800*--
-- Above Moderate 1,178 --
Totals 1,648 1080 811
* It is the City’s objective to promote the conservation/preservation of the City’s entire existing housing stock.

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PART 2:

BACKGROUND
REPORT
Public Final Draft
September December 2021

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-1 Table of Contents

1. INTRODUCTION ............................................................................................................. 5

2. ACCOMPLISHMENTS UNDER 5TH CYCLE HOUSING ELEMENT ................................................. 7 2A. Review of 2013 Housing Element ....................................................................................................... 7 2B. Housing Production During 5th Cycle RHNA Period ............................................................................. 7 2C. Appropriateness and Effectiveness of 2013 Housing Element .............................................................. 8

3. HOUSING NEEDS ASSESSMENT ..................................................................................... 21 3A. Introduction and Background ............................................................................................................ 21 3B. Population Trends and Characteristics .............................................................................................. 21 3C. Household Characteristics ................................................................................................................ 25 3D. Income ............................................................................................................................................ 26 3E. Housing Characteristics .................................................................................................................... 29 3F. Housing Costs ................................................................................................................................. 32 3G. Future Housing Needs ...................................................................................................................... 38 3H. Special Needs Groups ..................................................................................................................... 38 3I. Units at Risk of Conversion ............................................................................................................... 47

4. CONSTRAINTS ............................................................................................................ 51 4A. Governmental Constraints ................................................................................................................ 51 4B. Non-Governmental Constraints ......................................................................................................... 87 4C. Environmental Constraints ................................................................................................................ 90 4D. Infrastructure Constraints .................................................................................................................. 91

5. HOUSING RESOURCES ................................................................................................. 94 5A. Regional Housing Needs Allocation (RHNA) ....................................................................................... 94 5B. Progress Towards the RHNA ............................................................................................................ 94 5C. Residential Sites Inventory ................................................................................................................ 98 5D. Housing, Financial, and Administrative Resources ........................................................................... 111 5E. Energy Conservation Opportunities ................................................................................................. 114

6. AFFIRMATIVELY FURTHERING FAIR HOUSING .................................................................... 116 6A. Outreach ........................................................................................................................................ 116 6B. Fair Housing Needs Assessment .................................................................................................... 118 6C. Sites Inventory ................................................................................................................................ 178 6D. Analysis of Contributing Factors and Fair Housing Priorities and Goals .............................................. 190

List of Tables
Table 1: Regional Housing Needs Allocation – 5th Cycle Progress ....................................................................... 8 Table 2: Evaluation of the 2013 Housing Programs .............................................................................................. 9 Table 3: Population Trends – lake Forest and Neighboring Jurisdictions ............................................................. 22 Table 4: Population by Age (2018) .................................................................................................................... 22 Table 5: Race and Ethnicity (2018) ................................................................................................................... 23 Table 6: Job Growth and Employment Status ................................................................................................... 23 Table 7: Jobs by Industry (2018) ....................................................................................................................... 24 Table 8: Jobs by Occupation (2018) ................................................................................................................. 24 Table 9: Travel Time to Work (2018) .................................................................................................................. 24 Table 10: Commute Method (2018) .................................................................................................................. 24 Table 11: Households by Tenure and Age (2018) .............................................................................................. 25 Table 12: Household Size by Tenure (2018) ...................................................................................................... 26 Table 13: Median Household and Per Capita Income ........................................................................................ 26 Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-2 Table 14: Household Income for All Households and by Tenure (2018) .............................................................. 27 Table 15: Households by Income Group (2017) ................................................................................................ 27 Table 16: Occupations with Wages for Extremely Low-Income Households (2020) ............................................ 28 Table 17: Housing Stock by Type and Vacancy (2020) ...................................................................................... 29 Table 18: Vacancy by Type (2018) ................................................................................................................... 29 Table 19: Housing Stock Conditions (2018) ...................................................................................................... 30 Table 20: Overcrowding by Tenure (2018) ........................................................................................................ 31 Table 21: Household Size by Tenure (2018) ...................................................................................................... 32 Table 22: Number of Bedrooms by Tenure (2018) ............................................................................................. 32 Table 23: Homes for Sale (January 2021) ......................................................................................................... 32 Table 24: Rental Costs (2018) .......................................................................................................................... 33 Table 25: Rental Rates by Number of Bedrooms ............................................................................................... 33 Table 26: State Income Limits – Orange County (2021) ..................................................................................... 34 Table 27: Housing Affordability by Income Group .............................................................................................. 35 Table 28: Households by Income Level and Overpayment (2017) ...................................................................... 36 Table 29: Deed Restricted Affordable Housing Units .......................................................................................... 37 Table 30: Regional Housing Needs Allocation – 6th Cycle ................................................................................. 38 Table 31: Senior Population and Households (2010 & 2018) ............................................................................. 39 Table 32: Householder Age by Tenure (2018) ................................................................................................... 39 Table 33: Disabilities by Disability Type (2018) ................................................................................................... 41 Table 34: Disabled Persons by Employment Status (2018) ................................................................................ 41 Table 35: Developmentally Disabled Persons by Residence Type (2018) ........................................................... 42 Table 36: Median Income by Household Size (2018) ......................................................................................... 43 Table 37: Household Size Versus Bedroom Size by Tenure (2018) .................................................................... 44 Table 38: Families and Female Householder with Children Under 18 (2018) ....................................................... 44 Table 39: Homeless Facilities (2019)* ............................................................................................................... 46 Table 40: Summary of At-Risk Subsidized Housing Units ................................................................................... 48 Table 41: Summary of Needs ........................................................................................................................... 50 Table 42: General Plan Residential Land Use Designations ................................................................................ 53 Table 43: Residential Zoning Districts from Zoning Code ................................................................................... 55 Table 44: Baker Ranch Planned Community ..................................................................................................... 56 Table 45: El Toro Planned Community .............................................................................................................. 57 Table 46: Foothill Ranch Planned Community .................................................................................................... 58 Table 47: Lake Forest Planned Community ....................................................................................................... 59 Table 48: Nakase Planned Community ............................................................................................................. 60 Table 49: Portola Hills Planned Community ....................................................................................................... 61 Table 50: Rancho De Los Alisos Planned Community ....................................................................................... 62 Table 51: Rancho Serrano Planned Community ................................................................................................ 63 Table 52: Serrano Highlands Planned Community ............................................................................................. 64 Table 53: Permitted Residential Uses by Zone ................................................................................................... 67 Table 54: ADU and JADU Development Standards ........................................................................................... 70 Table 55: Residential Parking Requirements ...................................................................................................... 74 Table 56: Typical Permit Processing Times and Reviewing Body ........................................................................ 78 Table 57: Planning and Development Fees (Effective 08/16/2021) ..................................................................... 84 Table 58: Proportion of Fee in Overall Development Cost for a Typical Residential Development (2021) .............. 86 Table 59: Road Improvement Standards ........................................................................................................... 86 Table 60: Comparison of Zoned and Built Densities ........................................................................................... 89 Table 61: RHNA 2021-2029 ............................................................................................................................ 94 Table 62: Credits Towards the RHNA ............................................................................................................... 95 Table 63: Remaining 6th Cycle RHNA ............................................................................................................... 98 Table 64: Capacity Adjustment Factors – Mixed-Use Zones ............................................................................ 104 Table 65: Summary of Residential development POTENITAL on General Vacant Sites ...................................... 108 Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-3 Table 66: Summary of Residential DEVELOPMENT POTENTIAL on Underutilized Mixed-Use Sites .................... 109 Table 67: Comparison of RHNA Candidate Sites Realistic Capacity and RHNA ................................................ 111 Table 68: Compliance with Fair Housing Laws ................................................................................................ 121 Table 69: Regional Opportunity Index (ROI) Data Points ................................................................................... 158 Table 70: Opportunity Indicators by Race.Ethnicity - Lake Forest ..................................................................... 159 Table 71: Regional Opportunity Index (ROI) Data Points ................................................................................... 160 Table 72: Place-Based Regional Opportunity Index (ROI) Low Opportunity Census Tracts ................................ 160 Table 73: Lake Forest Opportunity Resource Levels by Census Tracts ............................................................ 170 Table 74: Low Resource Census Tract Analysis .............................................................................................. 171 Table 75: Citywide Opportunity Index Values ................................................................................................... 171 Table 76: Fair Housing Issues and Contributing Factors ................................................................................... 190

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-4 List of Figures
Figure 1: Median Home Sales Price .................................................................................................................. 33 Figure 2: 2021-2029 Housing Element Site Inventory ...................................................................................... 106 Figure 3: Census Track Boundaries, Lake Forest ............................................................................................. 126 Figure 4: Dissimilarity Index ............................................................................................................................. 130 Figure 5: Diversity Index by Census Block Group, City of Lake Forest .............................................................. 134 Figure 6: Diversity Index by Census Block Group, Countywide ......................................................................... 136 Figure 7: Proportion of Population with Disability by Census Tract, City of Lake Forest ...................................... 138 Figure 8: Proportion of Population with Disabilities by Census Tract, Countywide .............................................. 140 Figure 9: Female-Headed Households by Proportion of Children Present by Census Tract, City of Lake Forest . 142 Figure 10: Female-Headed Households by Proportion of Children Present by Census Tract, Countywide ......... 144 Figure 11: Proportion of Senior Residens by Census tract, City of Lake Forest ................................................. 146 Figure 12: Proportion of Senior Residents by Census Tract, Countywide .......................................................... 148 Figure 13: Median Household Income by Block Group, City of Lake Forest ...................................................... 150 Figure 14: Median Household Income by Block Group, Countywide ................................................................ 152 Figure 15: Ethnicity Analysis – Racial Concentrations, City of Lake Forest ......................................................... 154 Figure 16: Ethnicity Analysis – Racial Concentrations, Countywide ................................................................... 156 Figure 17: People-Based Opportunity by Census Tract, City of Lake Forest ..................................................... 162 Figure 18: People-Based Opportunities by Census Tract, Countywide ............................................................. 164 Figure 19: Place-Based Opportunities by Census Tract, City of Lake Forest ..................................................... 166 Figure 20: Place-Based Opportunities by Census Tract, Countywide ............................................................... 168 Figure 21: TCAC/HCD Opportunity Area Map, City of Lake Forest ................................................................... 174 Figure 22: TCAC/HCD Opportunity Area Map, Countywide ............................................................................. 176 Figure 23: Cost-Burdened Renter Households by Census Tract, City of Lake Forest ........................................ 182 Figure 24: Cost-Burdened Renter Households by Census Tract, Countywide .................................................. 184 Figure 25: Cost-Burdened Owner Households by Census Tract, City of Lake Forest ........................................ 186 Figure 26: Cost-Burdened Owner Households by Census Tract, Countywide .................................................. 188

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-5

1. Introduction

The City of Lake Forest is located in southern Orange County, nestled within Saddleback Valley, southwest of the Santa Ana Mountains. Lake Forest is bordered by the citi es of Irvine and Mission Viejo, and is within 7 miles (northeast) of the Pacific Ocean. Interstate 5, 405 Freeway, and California State Route 241 provide regional access.

Lake Forest has a population of 84,711 (Department of Fi nance, 2020) and is approximately 16.6 square miles in size. The City incorporated in 1991 and expanded its city limits in 2000 to include the master planned developments of Foothill Ranch and Portola Hills. Alth ough Lake Forest is a relatively new city, the community has a rich history dating back to the mid-1800s.

Lake Forest has the feel of a small community, but with t he amenities of a large city. The City provides a diverse range of employment, lifestyle, and housing opportunities, all complemented by the surrounding natural environment.

As such, the community has become a desirable place to live, offering lake-front homes, condominiums, town homes, mobile home parks, retirement communities, and affordable housing. Lake Forest’s family-oriented atmosphere is especially appealing to those with younger ch ildren. The City is served by quality public schools for grades K-12, several preschools, and private elementary schools.

State Housing Law (Government Code Section 65583) stat es that a “housing element shall consist of an identification and analysis of existing and projected housing needs and a stat ement of goals, policies, quantified objectives, financial resources, and scheduled programs for the preservation, improvement, and development of housing. The housing element shall identify adequate site s for housing, including rental housing, factory-built housing, and mobile homes, and shall make adequate provision for the existing and projected needs of all economic segments of the community.” This Background Report is an update of the City’s 2013 Housing Element (5 th Cycle),
adopted in January 2014.

The assessment and inventory must include all of the following:
• Analysis of population and employme nt trends, documentation of project ions, and a quantification of the locality’s existing and projected housing needs for a ll income levels. Such existing and projected needs shall include the locality’s share of the regional housing need in ac cordance with Section 65584 of the Government Code.
• Analysis and documentation of household characteristics, including level of payment compared to ability to pay, housing characteristics, including overcrowding, and housing stock condition. • An inventory of land suitable for re sidential development, including vacant sites and sites having potential for redevelopment, and an analysis of the relationship between zoning, public facilities, and city services to these sites.
• Analysis of potential and actual governmental co nstraints upon the mainte nance, improvement, or development of housing for all income levels and for persons with disabilities, including land use controls, building codes and their enforcement, site improvements, fees and other exactions required of developers, local processing and permit procedures, and any locally adopted ordinances that directly impact the cost and supply of residential development.
• Analysis of potential and actual non-governmental constraints upon the mainte nance, improvement, or development of housing for all income levels, including the availability of financing, the price of land, the cost of construction, requests to develop housing at densities below the minimum densities in the inventory of sites, and the length of time between receiving approval for a housing development and submittal of an application for building permits that hinder the construction of a locality’s share of the regional housing need.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-6 • Analysis of any special housing needs, such as those of the elderly, disabled (including developmentally disabled), large families, farmworkers, families with female heads of households, and families and persons in need of emergency shelter.
• Analysis of opportunities for energy conservation with respect to residential development. • Analysis of existing assisted multifamily rental housin g developments that are elig ible to change from low- income housing to market-rate during the next 10 years.

The Background Report of this Housing Element identifies the nature and extent of Lake Forest’s housing needs, including those of special populations, potential housing resources (land and funds), potential constraints to housing production, and energy conservation opportunities. By examining the City’s housing needs, resources, and constraints, the City can determine a plan of action for providing adequate housing. Thi s plan is presented in the Housing Plan, which is the policy component of the Housing Element. In addition to identifying housing needs, this Background Report also presents information regarding the setting in which these needs occur. This information is instrumental in providing a better understanding of the community, which in turn is essential for the planning of future housing needs.

Since the update of the City’s prior Housing Element in 2014, statutory changes have occurred that must be included in the 2021-2029 Lake Forest Housing Element. These laws have been incorporated in the appropriate sections throughout this Background Report as well as in its accompanying Policy Document.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-7

2. Accomplishments Under 5t h Cycle Housing Element

The following section reviews and evaluates the City’s progress in implementing the 2013 Housing Element. It reviews the results and effectiveness of programs, polici es, and objectives from th e previous Housing Element planning period, which covered 2013 through 2021. This section also analyzes the difference between projected housing need and actual housing production.
2A. Review of 2013 Housing Element
The 2013 Housing Element program strategy focused on t he implementation of policies and programs to ensure adequate housing sites, encourage the production of new housing, including affordable and special needs housing, encourage the maintenance and preservation of existing housing, remove various constraints to housing, including housing for special needs population s, and encourage fair housing and non-discrimination. The 2013 Housing Element identified the following goals:

ISSUE 1 – HOUSING DIVERSITY AND OPPORTUNITIES
GOAL 1.0: Adequate housing to meet the existing and future needs of Lake Forest residents.

ISSUE 2 – MAINTENANCE, PRESERVATION, AND CONSERVATION OF HOUSING GOAL 2.0: Maintenance and enhancement of the quality of existing residential neighborhoods.

ISSUE 3 – HOME OWNERSHIP
GOAL 3.0: Increased opportunities for home ownership.

ISSUE 4 – EQUAL OPPORTUNITY
GOAL 4.0: Promote equal opportunity for all residents to reside in housing of their choice. 2B. Housing Production During 5th Cycle RHNA Period
The City’s 5
th Cycle Housing Element specifically addressed housing needs for Lake Forest from October 15, 2013 through October 15, 2021, in line with the Regional Housing Needs Assessment (RHNA) planning period adopted by the Southern California Association of Governments (SCAG). It should be noted that although the planning period was from October 15, 2013 through October 15, 2021, t he RHNA period (identified by HCD for purposes of projecting housing needs and establishing the City’s RHNA allocation), actually began on January 1, 2014.

Table 1 shows the total number of building permits issued by the City during the 5th RHNA Cycle based on the City’s 2020 Housing Element Annual Progress Report and comp ares this number with the units required to be accommodated pursuant to the City’s RHNA allocation. Ho using development in the City increased significantly since the 4th Cycle, with the City exce eding its overall RHNA allocation by almost 1,000 units ( Note: Although the total number of units permitted exceeded the total RHNA allocation, the new units were largely in the above-moderate income category, as shown in Table 1).

During the 2013-2021 RHNA period, the City issued 3,650 bu ilding permits; this included 32 deed-restricted very low-income units, 25 deed-restricted low-income units , 205 market-rate units affordable to moderate-income households, and 3,388 units affordable to above moderate-income households.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-8 TABLE 1: REGIONAL HOUSING NEEDS ALLOCATION – 5TH CYCLE PROGRESS Status Very Low Low Moderate Above
Moderate TOTAL
RHNA Allocation 647 450 497 1,133 2,727
Permits Issued 32 25 205 3,388 3,650
Remaining Allocation 615 425 292 0 1,332
Sources: City of Lake Forest 2013 Housing Element; 2020 General Plan Annual Progress Report 2C. Appropriateness and Effectiveness of 2013 Housing Element While the majority of goals, policies, and programs included in the 2013 Housing Element continue to be appropriate to address the City’s housing needs, the Housing Plan has been updated to provide clearer guidance to encourage affordable and special needs housing production. The Housing Plan was also updated to streamline programs and facilitate implementation, and to include a matrix that makes it easier to identify the applicability and timing of programs. In order to facilitate implementation of the Housing Plan and tracking of programs, the housing programs are presented in a user-friendly table.

As part of its Housing Element update effort, the City ca refully evaluated the effectiveness of its existing housing programs, as discussed in Table 2. Based on this evaluation and community input, the City has found that most of the housing programs in the 2013 Housing Element have been effective and will be included in the 2040 Housing Plan, with revisions to address specific housing needs, constraints, or other concerns identified as part of this update, and to affirmatively further fair housing. The City implemented many of the housing programs in prior years and anticipates that the revisions included in the Housing Program will further encourage affordable and special needs housing production.

Since adoption of the prior Housing Element in 2014, the City has used CDBG funds for housing rehabilitation programs, and to provide fair housing services and services to special needs and at-risk populations (homeless, persons at risk of homelessness).

Due to the limited amount of funds available on an annual basis to substantially subsidize a rental or ownership housing development, it can require several years of accrued funds to assist a single project. Nonetheless, the City partnered with an affordable housing developer during the planning period (2020) to develop an affordable housing project (scheduled to break ground in 2021).

The Housing Plan included in this 2021-2029 Housing Element includes modifications to make programs more effective, clarify objectives, and ensure that the programs are implementable. See the Housing Plan for the goals, policies, and programs of this Housing Element.

While the City took several significant steps to promote housing during the prior planning period, the experience of Lake Forest and other communities throughout the state demonstrates that it is very difficult for local governments to meet their fair share housing goals for lower and moderate-income housing (i.e., the RHNA allocation). All cities, including Lake Forest, have limited financial and staffing resources and require substantial state and/or federal assistance, which has not been available at the levels nece ssary to support the City’s housing needs, or for-profit and non-profit housing developers and agencies. As discussed below, the City has evaluated the success of existing programs to support the development of affordable housing, and has added new programs to the Housing Plan to address this objective. .

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-9 TABLE 2: EVALUATION OF THE 2013 HOUSING PROGRAMS
Program Accomplishments

PROVISION OF ADEQUATE HOUSING SITES TO ACHIEVE A VARIETY OF HOUSING TYPES AND DENSITIES Program 1: Land Use Policy, Entitlements, and
Development Capacity: Planning and regulatory
actions to achieve adequate housing sites are
implemented through the Land Use Element, Zoning
Code, and implementation of existing development
agreements. These regulatory documents provide for
a variety of residential types, ranging from lower-
density single-family homes to higher-density
apartments, condominiums, and mixed-use
development.

Lake Forest’s residential sites inventory consists of
over 600 acres of developable land with the capacity
to yield nearly 3,900 new units during the planning
period. As noted in Section III, these sites are
adequate to meet the City's share of regional housing
needs for the 2013-2021 RHNA period.

Program Objectives:
• Maintain and monitor the residential sites
inventory to ensure adequate sites remain to
accommodate the RHNA throughout the
RHNA period. Receive and process
development applications for projects within
the New Neighborhoods.

Result/Evaluation: Program considered successful. The City has maintained an inventory of residential sites and has adequate capacity to accommodate its RHNA. However,
changing circumstances will necessitate program modifications.

The City prepares a General Plan Annual Progress Report (“APR”) annually, to monitor progress towards its RHNA
allocation. The 2020 APR reported that 3,650 dwelling units were permitted during the 2013-2021 planning period.

Continue/Modify/Delete: Modify. This program provides relevant information to ensure the City is able to accommodate its RHNA allocation. However, given the increase in the City’s RHNA allocation from 2,727 units (5
th Cycle) to 3,228 units (6th
Cycle), a more robust program will be implemented that
includes the following:
• Monitor and report housing production annually and
revise development standards as necessary.
• Promote the construction of accessory dwelling units
(“ADUs”) by ensuring that ADUs are permitted by-right
if they comply with Section 9.146.050 of the LFMC
and State law, and continuing to streamline ADU
approvals.
• Inform developers of sites appropriate for multi-family and special-needs housing.

Program 2: Monitor Residential Capacity (No Net
Loss): Monitor the consumption of residential acreage
to ensure an adequate inventory is available to meet
the City’s RHNA obligations. To ensure sufficient
residential capacity is maintained to accommodate
the RHNA, the City will develop and implement a
formal ongoing (project-by-project) evaluation
procedure pursuant to Government Code Section
65863. Should an approval of development result in a
reduction of capacity below the residential capacity
needed to accommodate the remaining need for
lower income households, the City will identify and, if necessary, rezone sufficient sites to accommodate
the shortfall and ensure “no net loss” in capacity to
accommodate the RHNA.

Program Objectives:
• Develop and implement a formal evaluation
procedure pursuant to Government Code
Section 65863 by January 1, 2014.

Result/Evaluation: The City has developed a project-based annual monitoring and tracking tool to ensure that adequate inventory is available to meet the City’s RHNA obligations.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-10 Program 3: Facilitate Affordable Housing Production:

Affordable housing developments face a number of
hurdles, including financing, development codes and
standards, and in some cases, public opposition.

Dissolution of the City’s Redevelopment Agency by
the State in 2012 eliminated the Low and Moderate
Income Housing Fund (LMIHF), formerly the City’s
primary mechanism for providing direct funding
support of affordable housing development.

Continuing reductions in federal funding of HUD
programs (e.g., CDBG) will constrain the City’s ability to offer committed funding assistance to future
affordable housing even further. The City can
encourage and facilitate affordable housing through
financial assistance, removal of regulatory constraints, and administrative support. With limited funding, the
City will rely on the following actions to encourage
affordable housing production during the planning
period:
• Affordable Housing Implementation Plans
(AHIPs):
• Collaborate with Affordable Housing
Developers
• Regulatory Concessions and Incentive:

Program Objectives:
• Maintain contact inform ation for affordable
housing developers for the purposes of
soliciting their involvement in development
projects in Lake Forest. Participate with
affordable housing developers to review
available federal and State financing subsidies
and apply as feasible on an annual basis.

Assist and support developers of housing for
lower-income households, especially housing
for extremely low-income households, with
site identification, supporting applications,
conducting pre-application meetings,
assisting with design and site requirements,
and providing State-mandated regulatory
incentives and concessions. Monitor and
enforce AHIP provisions and collaborate with
developers of affordable housing over the
planning period to facilitate the construction of
250 affordable units over the planning period
(10 extremely low-income, 40 very low-
income, and 200 low-income units).

Result/Evaluation: Program considered successful. The City entered into an Exclusive Negotiation Agreement with National Community Renaissance (“National CORE”) in 2017 for an
affordable housing development. Project financing combines the City’s $3.7 million in affordable housing developer in-lieu fees with tax credits, debt financing, loans, and other available financial sources. National CORE submitted an application for a 71-unit project on 3.97 acres in December 2019. The project includes 70 units affordable to households earning less than 60% of the Area Median Income, with 12 units set aside for Permanent Supportive Housing, and 1 caretaker’s unit. The project was approved on August 18, 2020 and construction is expected to begin in 2021.

The City continues to monitor and enforce approved AHIPs and affordable housing covenants, and maintains a qualified staff ready and willing to assist affordable housing developers with site identification, regulatory compliance and fast-track application processing.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-11

REMOVAL OF GOVERNMENTAL CONSTRAINTS
Program 4: Farm Employee Housing: The City’s
Zoning Code includes two districts that allow
agricultural uses (A-1 and OS). Commercial
agriculture is permitted by right in the A1 zone and
with approval of a Site Development Permit in the OS
zone. Pursuant to the California Employee Housing
Act, facilities with up to 36 beds or 12 units to board farm workers must be treated as accessory or
incidental to agriculture operations. State law also
provides that employee housing occupied by six (6)
or fewer employees in a single family structure, shall
be treated the same as a family dwelling of the same
type in the same zone. The City will evaluate
provisions for commercial agriculture operations in the A-1 and OS zones (and the related farm worker
housing issues) and revise the Zoning Code to
address compliance with Sections 17021.5 and
17021.6 of the Health and Safety Code.

Program Objectives:
• Review and revise the Zoning Code to
address compliance with Health and Safety
Code Sections 17021.5 and 17021.6.

Result/Evaluation: Program considered successful. Zone
Change 12-14-4673 was approved on June 16, 2015, which
added a definition for “agricultural employee quarters” as well as allowing such housing by right within the City’s Agricultural and Open Space zones.

Continue/Modify/Delete: Delete. Program no longer necessary and is not included in the 2021-2029 Housing Element.

Program 5: Monitor Changes in Federal and State
Housing, Planning, and Zoning Laws: Although the
2013 Housing Element update did not identify any
significant governmental constraints to the
development or maintenance of housing in Lake
Forest, the City will continue to monitor its
development process and zoning regulations to
identify and remove constraints to the development of
housing. The City will also continue to monitor federal and State legislation that could impact housing and
comment on, support, or oppose proposed changes
or additions to existing legislation, as well as support new legislation when appropriate. Special attention
will be given by the City in the minimizing of
governmental constraints to the development,
improvement, and maintenance of housing.

Program Objectives:
• Monitor State and federal legislation as well
as City development process and zoning
regulations to identify and remove housing
constraints.

Result/Evaluation: Program considered successful. City staff and the City Attorney’s office regularly monitor legislation changes and update zoning regulations accordingly.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-12

HOUSING AND SUPPORTIVE SERVICES FOR SPECIAL NEEDS POPULATIONS Program 6: Sites for Homeless Shelters:

Homelessness is a chronic problem throughout
Southern California. While the majority of the County’s homeless are in the older, more urbanized
jurisdictions and in the beach communities, current
data indicates approximately 25 homeless persons
within the City on any given night. In addition, the City has numerous households who may be considered
at-risk of becoming homeless by virtue of their limited incomes. It is important for the City to provide and
maintain the appropriate zoning mechanisms to
accommodate the provision of facilities that serve the
homeless population, most of whom are extremely-
low-incomes.

Program Objectives:
• Provide financial support to non-profit
organizations that shelter the homeless
(subject to available funding and on a case-
by-case basis). Assist non-profit
organizations identify potential sites for
homeless shelters. Continue staff
participation in the Commission to End
Homelessness and support of a Homeless
Liaison within the Police Services
Department.

Result/Evaluation: Program considered successful. Although no opportunities to assist non-profits to locate a homeless shelter were identified during the planning period, the City continued its contract with Mercy House, a non-profit service provider specializing in assisting the homeless. Mercy House conducts field outreach and case management work five days per week.

The services include mental and physical health assessments and connection of homeless individuals to various services. As part of the contract, Mercy House works with shelter and housing partners to find suitable temporary or long-term housing for the homeless. In addition, the City provided funding for a Homeless Liaison Officer position through its law enforcement services contract with the Orange County Sheriff’s Department. The City also provided pass-through CDBG
funding annually to local non-profits, including Families Forward, Family Assistance Ministries and South County outreach, that provide food banks, rental assistance, counseling and other forms of assistance to individuals and families at risk of becoming homeless.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

Program 7: Transitional and Supportive Housing: The
City provided financial assistance to non-profit service agencies to purchase existing housing in the
community for use as transitional and supportive
housing. These facilities help to address the needs of
very low and extremely low income persons.

Specifically, the City has provided CDBG funding to
non-profit organizations for the purchase and
operation of condominium units for
transitional/supportive and affordable housing. These
condominiums will continue to offer
transitional/supportive and affordable housing to
extremely low income residents through 2022–2030.

Through the City’s partnership with Families Forward,
supportive services are provided to residents that
include weekly case management counseling, weekly
budget and financial counseling, child care
assistance to attend counseling, education supplies
assistance, employment supplies and tools
assistance, health care payment assistance,
permanent housing placement assistance, legal
assistance (as available), life-skills training, weekly children’s program that addresses self-esteem, social
skills, coping skills, values and beliefs, peer pressure, Result/Evaluation: Program considered successful. During the 2019-20 fiscal year, for example, the City assisted 4,314 individuals through CDBG sub-recipient funding of nine non- profit organizations that provide services to homeless, low and moderate-income persons, including: case management and in-home support services for home-bound seniors; adult
daycare and ancillary services for seniors and adults with Alzheimer’s, other forms of dementia, and disabilities; reduced cost medical and pediatric dental services for low- and moderate-income persons; fair housing counseling/advocacy and referral services; transitional housing, support services, and case management for homeless families; rental assistance to help prevent eviction/homelessness; food bank and case
management services for lower-income individuals, individuals at risk of homelessness, and homeless individuals (funds also used to prevent evictions and utility shut-off); job training and job development services for adults with developmental
disabilities; and motel and transportation vouchers for homeless individuals. The total expenditure for this activity was $73,245.

Comparable assistance was provided in each preceding year of the program. In addition, for the past three years, the City has provided $40,000-$50,000 annually in homeless services contracts.

Continue/Modify/Delete: Continue. This program continues to Item: 9
184

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-13 anger management, self-care, and identifying social
networks.

Program Objectives:
• Provide financial support to non-profit
organizations that provide
transitional/supportive housing for homeless
(subject to available funding and on a case-
by-case basis).
be appropriate and is included in the 2021-2029 Housing Element.

Program 8: Coordination with Social Service
Agencies: A variety of social services agencies
provide housing and supportive services to special
needs groups in Lake Forest. Several of these social
service agencies receive CDBG funds from the City
to help administer these programs. The City
determines its CDBG allocations to social service
agencies annually based upon applications received,
whether the agency provides a priority need in the
City’s 5-year Consolidated Plan, and if the agency
meets Federal HUD regulations. In a typical program
year, funding is allocated to nonprofits that serve the following needs of lower income individuals and
households (i.e., those earning up to 80% AMI): food
distribution, housing assistance, services and
programs for the elderly and youth, before and after
school care programs, services for the disabled
(including developmentally disabled), primary health
care services, and fair housing advocacy and
counseling.

Similar to the Housing Element update, the
Consolidated Plan involves comprehensive outreach,
citizen participation workshops, and assessment of
community needs to develop a road map for
programs and activities to be pursued in the ensuing
five years. The variety of social service agencies that may be awarded CDBG are guided by priority needs
articulated in the Consolidated Plan. All CDBG-
contracted and funded programs (emergency
housing/shelter, food distribution, primary health care services to the indigent or non-insured, senior case-
management services and home-delivered meals,
and before-and-after school youth programs for lower
income families) address and assist the needs of
lower income persons and households of our
community.

Program Objectives:
• Continue to evaluate on an annual basis
allocation of CDBG Funds to social service
agencies to benefit Lake Forest residents.

Result/Evaluation: Program considered successful. In Fiscal Year 2019-2020, for example, nine non-profit social services agencies received pass-through CDBG funding from the City to provide support and assistance to residents. In addition, two non-profit social services agencies received direct funding from the City to support homeless outreach services. Comparable assistance was provided in each preceding year of the
program.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-14

CONSERVE THE EXISTING SUPPLY OF AFFORDABLE HOUSING
Program 9: Rental Assistance: The Housing Choice
Voucher rental assistance program extends rental
subsidies to extremely low and very low income
families and elderly (i.e., those earning up to 50%
AMI) who spend more than 30% of their income on
rent. The subsidy represents the difference between
the excess of 30% of their monthly income and the
actual rent. Rent subsidies can be used to pay for
mobile home park space rents. Lake Forest contracts
with the Orange County Housing Authority (OCHA) to
administer the Federal Housing Choice Voucher
Program. According to OCHA, approximately 194
Lake Forest resident households received voucher
assistance as of March 2013, with another 809
applicants on the waiting list.

Program Objectives:
• Continue to contract with the OCHA to
administer the Housing Choice Vouchers
Program with the goal of assisting an
average of approximately 190 extremely low
and very low income households annually
during the planning period. Promote the
Housing Choice Vouchers program on City
website. Support the OCHA’s applications
for additional voucher allocations and efforts
to maintain and expand voucher use in the
City.

Result/Evaluation: Program considered successful. Residents continue to be assisted by the Housing Choice Voucher
program, which is a HUD Section 8 program that is administered by the Orange County Housing Authority. On average, 190 very low-income households received voucher assistance annually during the planning period.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

Item: 9
186

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-15 Program 10: Conservation of Existing and Future
Affordable Units: In order to meet the housing needs
of all economic groups in Lake Forest, the City must
develop programs to minimize the loss of housing
units available to lower income households. As of
April 2013, the City’s affordable housing inventory
consisted of 264 units with at least another 250
affordable units anticipated during the planning
period. Of the existing 264 affordable units, 255 were
at risk of converting to market rate rents. Of the at-risk units, 209 are only considered “at risk” because
owners that have the option to could pre-pay bond
funding before 2023. Affordability covenants for 38
units in the Crestwood Apartments expire in 2017, 6
units at Bellecour Way could convert to market rate in
2018, and 2 transitional housing units become “at
risk” in 2022 and 2023.

Program Objectives: The City will work with property
owners, interest groups and the State and federal
governments to implement the following programs on
an ongoing basis to conserve its affordable housing
stock:
• Monitor Units at Risk: Maintain contact with
providers and owners to monitor the status
of existing and future affordable units,
including the 255 at-risk units.
• Work with Owners: Provide technical
assistance to owners of properties with at-
risk units by identifying funding sources and
supporting grant or tax credit applications for
the extension of affordability covenants.
• Work with Potential Purchasers: Where
feasible, provide technical assistance to
public and non-profit agencies interested in
purchasing and/or managing properties that
include units at risk.
• Tenant Education: The California Legislature
extended the noticing requirement of at-risk
units opting out of low income use
restrictions to one year. Should a property
owner pursue conversion of the units to
market rate, the City will ensure that tenants
were properly noticed and informed of their
rights and that they are eligible to receive
Section 8 vouchers that would enable them
to stay in their units.

Result/Evaluation: Program considered partially successful. As of 2020, a total of 202 affordable units were available in the City. Of these, 11 were designated “at risk”. The City actively monitors these units. Should a notice of intent to convert to market rate units be filed, the City will work with potential purchasers to preserve the units and ensure that tenants are properly notified of their rights under California law.

During the prior planning period, five apartment complexes that received bond funding from the County that included
affordability covenants for 30 years, with an option to pre-pay bond funding beginning in 2013, converted to fully market-rate complexes. Additionally, six affordable units developed under an agreement with the City’s former Redevelopment Agency also converted to market rate units at the end of their affordability term. New affordable units were added to the City’s housing stock, including Arroyo at Baker Ranch (187 affordable units) and Saguaro Apartments (4 affordable units).

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element with modifications.

Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-16

REHABILITATE THE CITY'S EXISTING SINGLE-FAMILY AND MULTI-FAMILY HOUSING STOCK Program 11: Housing Rehabilitation Loan Program:

The City provides housing rehabilitation assistance to
lower income homeowners through a loan program
for owner-occupied single-family detached and
attached homes and mobile home units, which is
funded through the City’s CDBG program. A zero-
interest deferred payment loan of up to $30,000 is
available to households earning up to 80% AMI. A 3%
interest loan amortized for a 15 year period is
available to those who wish to pay off their loan
sooner. Loans of up to $15,000 are also available to
owners of mobile homes. Eligible repairs include
roofing, windows, exterior and interior painting,
plumbing, electrical, energy/weatherization, garage
doors, and other common home repairs, as well as
accessibility improvements. Since the City has its
own rehabilitation program, City residents are no
longer eligible to participate in County-sponsored
rehabilitation programs.

The City promotes its owner-occupied Housing
Rehabilitation Loan Program on a year-round basis on
its website and in the City’s quarterly newsletter. The loan program is only available for owner-occupied
homes, townhomes and mobile homes.

Program Objectives:
• Assist 10 lower income homeowners
annually.

Result/Evaluation: Program considered successful. The City's Housing Rehabilitation Program offers a zero percent deferred interest loan and a three percent amortized interest loan for homes, condominiums, and mobile homes. As an example,
during the 2019-2020 fiscal year, 11 income-qualified
homeowners participated in and completed needed repairs and improvements to their homes (e.g., roofing, plumbing, electrical, and flooring) through the City’s Housing Rehabilitation Loan Program. Total allocation for this program during FY 2019-20 was $273,690.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

Program 12: Code Enforcement and Neighborhood
Preservation: The Code Enforcement and
Neighborhood Preservation program implements a
comprehensive approach to neighborhood
improvement in ten targeted Neighborhood
Preservation Areas. Code enforcement officers
respond to complaints related to substandard
housing, property maintenance, overgrown
vegetation, trash and debris, illegal conversions,
improper occupancy and other nuisance and zoning
complaints. In the past, the City has allocated CDBG
funds to sponsor periodic neighborhood clean-up
and paint days. As funding permits, the City will
consider sponsoring similar neighborhood
preservation and revitalization events during the
planning period. Code enforcement staff will also
continue to inform eligible owners about the City’s
rehabilitation program (see Program 11).

Program Objectives:
• Continue to implement the applicable
sections of the Lake Forest Municipal Code,
Result/Evaluation: Program considered successful. The City continues to provide code enforcement activities with the goal of the Code Enforcement and Neighborhood Preservation
Program being to address housing and property concerns
before they become serious problems. In addition to
inspections in target areas, code enforcement officers continue to inform property owners of rehabilitation opportunities. The Neighborhood Pride Paint Program provides grant funding assistance to qualified low- and moderate-income homeowners for the purpose of painting the exterior of their homes. The program is part of broader effort to maintain and improve the character, aesthetic quality and property values within the community. This program is funded on an annual basis, subject to the availability of Federal Community Development Block Grant (CDBG) funds and City Council authorization.

The City allocated $25,370 of CDBG grant funding for the Neighborhood Pride Paint Program in FY 2019-20. In FY 2019- 20, five homes were professionally prepped and painted with program assistance. The program contributes to the City’s efforts to enhance the appearance of homes in the community and preserve property values. For Fiscal Year 2020-2021, a Item: 9
188

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-17 including the California Building Code. significant portion of the City's Community Development Block Grant (CDBG) funding was allocated to assist Lake Forest's residents and small-businesses with preparing, preventing and responding to the COVID-19 pandemic.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

PROVIDE HOUSING OPPORTUNITIES FOR FIRST-TIME HOMEBUYERS Program 13: Homebuyer Assistance Programs: A few
resources are available to Lake Forest residents. The
Mortgage Credit Certificate (MCC) Program,
administered by the County of Orange, enables lower
and moderate income first-time homebuyers to
receive a federal income tax credit of up to 15% of
the annual mortgage interest paid. The MCC reduces
federal income tax, increases takehome pay, and
increases the qualifying loan amount for homebuyers.

Program assistance is available only to income-
eligible persons and families who have not owned a
home in the last three years. The property must be a
single-family detached home, condominium, or
townhouse.

The Southern California Housing Finance Agency
(SCHFA) raises funds for mortgage financing through
the sale of tax-exempt revenue bonds. The City
cooperates with lenders and the County in advertising
the availability of the SCHFA program.

Program Objectives:
• Continue to promote the MCC and SCHFA
programs by notifying eligible applicants to
County programs and providing information
on the City’s website with the goal of
assisting five households to achieve home
ownership annually during the planning
period.

Result/Evaluation: Program considered successful. The City continues to promote and refer individuals to the MCC and SCHFA programs, although the number of homeownership
opportunities through these programs may have been limited due to the high cost of homes in Orange County. Nonetheless, the City is optimistic that the increased attention to affordable housing needs at the state level will result in an increase in state-funded programs to assist jurisdictions in providing homebuyer assistance for low- and moderate-income
households.

Although the MCC program currently applies only to census tracts outside of Lake Forest, the City will continue to monitor the program for any future applicability to Lake Forest households. Pursuant to a cooperation agreement with the Lake Forest Housing Authority, persons interested in the Housing Choice Voucher Program (formerly Section 8) are referred to the Orange County Housing Authority. The County of Orange offers a homeownership program whereby participants may be able to use housing assistance subsidies for mortgage payments. The County also maintains an affordable housing rental list, which contains contact information for affordable rentals throughout the County. Information is provided on the City’s website.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-18

EQUAL HOUSING OPPORTUNITY
Program 14: Fair Housing Services: Lake Forest
currently contracts with the Fair Housing Council of
Orange County (FHCOC) for the provision of fair
housing services. Services offered include counseling
and information on potential discrimination and
landlord/tenant problems, special assistance for
ethnic minority and single-headed households (which
includes escort services to locate adequate housing),
bilingual housing literature and video-tape
presentations, day-care services, and housing
assistance counseling.

The City monitors and attempts to minimize
discriminatory housing practices with the assistance
of the FHCOC that is annually funded by the City’s
CDBG. Fair Housing actively counsels residents on
landlord/tenant issues to help minimize landlord and
housing acquisition policies that utilize discriminatory practices. In addition to providing educational
workshops to City residents, the organization
advocates fair housing rights on behalf of residents.

Program Objectives:
• Continue to contract with a fair housing
service provider to provide fair housing
services. Maintain the link on the City
website providing information about fair
housing services. Participate in the Regional
Analysis of Impediments to Fair Housing
Choice and work to mitigate impediments
identified in the study.

Result/Evaluation: Program considered successful. The City is committed to furthering fair housing practices in the community and cooperates with the Fair Housing Council of Orange
County to eliminate discriminatory practices countywide. The City continues to contract with the Fair Housing Council of Orange County. The Fair Housing Council provides services that include fair housing enforcement and education,
landlord/tenant counseling, mediation, and homebuyer HUD counseling which includes first-time homebuyer education and mortgage default counseling. Services are available to low-to- moderate income clients free of charge and to others for a moderate donation. Services are available in English, Spanish, and Vietnamese.

In 2016, Lake Forest participated with 15 other Orange County entitlement cities to prepare a regional Analysis of Impediments to Fair Housing Choice (AI) to fulfill their HUD requirement and remove barriers to fair housing choice for all their residents. The AI examined policies, procedures, and practices within the region that may limit a person’s ability to choose their residence free from discrimination. The AI provided an overview of laws, regulations, conditions, or other possible obstacles that may affect an individual or a household’s access to housing in the region. It also presented local and regional demographic profiles, assessed the extent of housing needs among specific groups, identified existing barriers or impediments that may limit housing choice, and proposed actions to overcome those
barriers.

More recently, in FY 2021-22, the City awarded FHCOC a
$$7,500 grant to fund counseling services for tenants and landlords, enforcement, and community education in
furtherance of fair housing. FHCOC assisted 70 Lake Forest households in FY 2019-20.

Continue/Modify/Delete: Continue. This program continues to be appropriate and is included in the 2021-2029 Housing Element.

Item: 9
190

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-19 Cumulative Evaluation of the Effectiveness in Meeting the Housing Needs of Special Needs Populations While goals, policies, and programs that increase the number and variety of different types of units and maintain the high-quality of existing housing stock benefits all residents in Lake Forest, the 2013 Housing Element included a number of policies and programs to specifically address the needs of special needs populations (e.g., elderly, persons with disabilities, large households, female headed households, farmworkers, and persons experiencing homelessness). To meet the housing needs of special needs populations, the City accomplished the following during the last planning period:
• Elderly
o Program 8: The City allocates CDBG funds to soci al services agencies that administer housing and supportive services, including services for the elderly. In FY 2019-2020, nine non-profit social services agencies received pass-through CDBG f unding from the City to provide support and assistance, including to elderly residents, an d comparable assistance was provided in each preceding year of the program.
o Program 9: The City contracts with OCHA to administer the Housing Choice Voucher rental assistance program. During the planning peri od, 190 very low-income households received assistance annually.
• Persons with Disabilities
o Program 8: As described above, the City allocate s CDBG funds to social services agencies that administer housing and supportiv e services, including services for persons with disabilities (including developmentally disabled). In Fiscal Year 2019-2020, nine non-profit social services agencies received pass-through CDBG funding from the City to provide support and assistance, including to persons with disabilities, and comparable assistance was provided in each preceding year of the program.
o Program 14: The City is committed to furthering fair housing practices and cooperates with the Fair Housing Council of Orange County to eliminate discriminatory practices countywide. The City continues to contract with the Fair Housing Coun cil of Orange County, which provides services that include fair housing enforcement and education, landlord/tenant counseling and mediation. In 2016, Lake Forest participated with 15 other Orange County entitlement cities to prepare a regional Analysis of Impediments to Fair Housing Choice (AI) to remove barriers to fair housing choice for all their residents. The AI examined policies, procedures, and practices within the region that may limit a person’s ability to choose their residence free from discrimination. Additionally, the City awarded FHCOC a $7,500 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. FHCOC assisted 70 Lake Forest households in FY 2019-20.
o In addition, the City’s Reasonable Accommodation Ordinance is codified in Chapter 9.224 of the Zoning Code, and allows for reasonable accommodation (i.e., modifications or exceptions) in the City’s zoning laws and other land use regulations to allow disabled persons an equal opportunity to use and enjoy a dwelling.
• Large Family Households
o Program 14: As described above, the City is comm itted to furthering fair housing practices and cooperates with the Fair Housin g Council of Orange County to eliminate discriminatory practices countywide. The City continues to contract with the Fair Housing Council of Orange County, which provides services that include fair housing enforcement and education, landlord/tenant counseling and mediation. In 2016, Lake Forest participated with 15 other Orange Co unty entitlement cities to prepare a regional Analysis of Impediments to Fair Housing Choice (AI) to remove barriers to fair Item: 9
191

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-20 housing choice for all their residents. The AI exam ined policies, procedures, and practices within the region that may limit a person’s ability to choose their residence free from discrimination.

Additionally, the City awarded FHCOC a $7,500 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. FHCOC assisted 70 Lake Forest households in FY 2019-20.
o In addition, as shown in Table 37, there are sufficient units in Lake Forest to accommodate both large owner and renter households. The City is further addressing the needs of large family households in the 6 th Cycle Housing Element: refer to Program 5, which directs the City to proactively collaborate with housing developers to address the needs of large families. • Female-Headed Households
o Program 14: As described above, the City contra cts with the Fair Housing Council of Orange County, which provides fair housing services, including for single-headed households (which includes escort services to locate adequate hous ing). In 2016, Lake Forest participated with 15 other Orange County entitlement ci ties to prepare a regional Analysis of Impediments to Fair Housing Choice (AI) to remove barriers to fair housing choice for all their residents. The AI examined policies, procedures, and practices within the region that may limit a person’s ability to choose their residence free from discrimination. Additionally, the City awarded FHCOC a $7,500 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. FHCOC assisted 70 Lake Forest households in FY 2019-20. • Farmworkers
o Program 4: Zone Change 12-14-4673 was approved on June 16, 2015, which added a definition for “agricultural employee quarters” as well as al lowing such housing by right within the City’s Agricultural and Open Space zones.
• Persons Experiencing Homelessness
o Program 6: The City contracts with Mercy House, a non-profit service provider specializing in assisting the homeless. In addi tion, the City provided fundin g for a Homeless Liaison Officer position through its law enforcement services contract with the Orange County Sheriff’s Department. The City also provided pass-through CDBG funding annually to local non-profits, including Families Forward, Family Assistance Ministries and South County outreach, that provide food banks, rental assistance, counseling and other forms of assistance to individuals and families at risk of becoming homeless. Further, in 2013, the City amended the Zoning Code to allow emergency shelters by right in the City’s industri al zoning districts, subject to compliance with objective standards consistent with the requirements identified in Government Code Section 65583(a)(4), and transitional and su pportive housing by right in all residential zoning districts and subject only to the same requirements for residential uses of the same type (e.g., single-family or multi-family) in the same zone.
o Program 7: The City provides financial assistance to non-profit service agencies that serve persons experiencing homelessness. During the 2019-20 fiscal year, for example, the City assisted 4,314 individuals through CDBG sub-recipient funding of nine non-profit organizations that provide services to homeless and low and moderate-income persons. The total expenditure for this activity was $73,245. Comparable assistance was provided in each preceding year of the program. In addition, for the past three years, the City has provided $40,000-$50,000 annually in homeless services contracts.
o In addition, Lake Forest supports a regional effort among the various local agencies making up the South Service Planning Area of Orange County.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-21

3. Housing Needs Assessment

3A. Introduction and Background
The purpose of the Housing Needs Assessment is to describe housing, economic, and demographic conditions in Lake Forest, assess the demand for housing for households at all income levels, and document the demand for housing to serve various special ne eds populations. The Housing Needs Assessment al so addresses whether assisted housing projects are at risk of converting to market rate projects. The Housing Needs Assessment is intended to assist Lake Forest in developing housing goals and formulating policies and programs that address local housing needs.

Several sources of data were used to describe existing demographic and housing conditions, including the following:
• Local Housing Data package for the City of Lake Forest developed by the Southern California Association of Governments (SCAG) and pre-certified by the California Department of Housing and Community Development (HCD) for use in 6th cycle housing elements. • Data from the 2010 U.S. Census, 2014-2018 U.S. Census American Community Survey (ACS), California Department of Finance (DOF), California Employee Development Department (EDD), and U.S. Department of Housing and Urban Development (HUD) is included to provide information on population, household, housing, income, employment, and other demographic characteristics. • Regional information from the Fair Housing Council of Orange County. • Other sources of economic data such as informatio n from website rental lis tings, multiple listing service, and other published data are used wh ere current Census, ACS, DOF, HUD, and other standard data sources do not provide relevant data.
• Interviews with key agencies and organizations we re conducted to obtain information on housing needs and, in particular, needs of populations with special housing needs. • Research and data related to fair housing, including Census Scope, Social Science Data Analysis Network, the UC Davis Center for Regional Chan ge and Rabobank, N.A., and the California Fair Housing Task Force.

Due to the use of multiple data sources (with varying dates) , there are slight variations in some of the information, such as total population and total household numbers, presented in this document. However, these variations do not significantly affect the discussion of overall housing trends and changes. 3B. Population Trends and Characteristics

POPULATION GROWTH
Table 3 shows population growth for Lake Forest and other jurisdictions in the region from 2000 through 2020.

According to data prepared by the California DOF, the population of Lake Forest in 2020 was 84,711 persons, an increase of approximately 9.5% since 2010. During the previous decade (2000 to 2010), the City’s population increased 31.8% to total 77,395 in 2010, due in large part to the annexation of Foothill Ranch and Portola Hills. Lake Forest’s growth during this time was higher than co untywide growth. Orange County population growth rates between 2000 to 2010 and 2010 to 2020 are shown in Table 3. Of neighboring jurisdictions, Irvine had both the greatest numeric change in population (136,079 persons) and the largest percentage change in population (93.4%) between 2000 and 2020.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-22 TABLE 3: POPULATION TRENDS – LAKE FOREST AND NEIGHBORING JURISDICTIONS Jurisdiction 2000 2010 2020
Change
2000-20
% Change
2000-20
Lake Forest 58,707 77,395 84,711 26,004 44.3%
Irvine 145,628 212,375 281,707 136,079 93.4%
Laguna Hills 31,178 30,270 31,508 330 1.1%
Mission Viejo 93,102 93,174 94,267 1,165 1.3%
Rancho Santa Margarita 47,214 47,853 48,793 1,579 3.3%
San Juan Capistrano 33,826 34,593 36,318 2,492 7.4%
Orange County 2,846,289 3,010,232 3,194,332 348,043 12.2% Sources: US Census, 2000; DOF, 2020
AGE
Changes in age groups can indicate future housing needs. Table 4 compares Lake Forest’s age cohort sizes in 2018 with Orange County’s. In Lake Forest, children under 15 years of age comprise 17.8% of the City’s population, teens and young adults (age 15 – 24) re present 11.8%, and adults in family -forming age groups (age 25 – 44) comprise 28.3%. Adults between the ages of 45 and 64 represent 29% of the population and seniors (age 65 and over) comprise 13.1%. In 2018, the median age in Lake Forest (39.0) was higher than that of Orange County (37.8) and 2.7 years higher than the statewide median age (36. 3). The median age of City residents increased from the 2010 median age of 34.1.

TABLE 4: POPULATION BY AGE (2018)
Age
Lake Forest Orange County
Number Percent Number Percent
Under 5 Years 5,232 6.3% 188,956 6.0%
5 to 9 4,366 5.3% 189,548 6.0%
10 to 14 5,160 6.2% 206,380 6.5%
15 to 19 4,849 5.8% 208,793 6.6%
20 to 24 4,972 6.0% 218,993 6.9%
25 to 34 12,528 15.1% 453,121 14.3%
35 to 44 10,905 13.2% 415,919 13.1%
45 to 54 13,794 16.6% 453,608 14.3%
55 to 64 10,304 12.4% 388,376 12.3%
65 to 74 6,768 8.2% 249,211 7.9%
75 to 84 2,888 3.5% 131,180 4.1%
85 and Over 1,145 1.4% 60,097 1.9%
TOTAL 82,911 100% 3,164,182 100%
Source: US Census, 2014-2018 ACS

RACE/ETHNICITY
Table 5 shows the ethnic composition of Lake Forest’s population. Similar to Orange County as a whole, the majority of the City’s population are White (67.3%). The next largest racial group is Asian (17.1%), followed by “other race” (7.1%), “two or more races” (4.9%), Black or African American (2.2%), and American Indian or Alaska Native (1.2%), and Native Hawaiian and Pacific Islander (0.1%). More than one-fifth of the population (22.7%) is of Hispanic or Latino origin.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-23 TABLE 5: RACE AND ETHNICITY (2018)
Race/Ethnicity
Lake Forest Orange County
Number Percent Number Percent
White 55,805 67.3% 1,950,902 61.7%
Black or African American 1,845 2.2% 54,732 1.7%
American Indian or Alaska Native 977 1.2% 14,466 0.5%
Asian 14,216 17.1% 635,672 20.1%
Native Hawaiian and Pacific Islander 94 0.1% 9,442 0.3% Some Other Race 5,897 7.1% 370,679 11.7%
Two or More Races 4,077 4.9% 128,289 4.1%
TOTAL 82,911 100% 3,164,182 100%
Hispanic or Latino (of any race) 18,808 22.7% 1,080,195 34.1% Source: US Census, 2014-2018 ACS

EMPLOYMENT
One of the factors that can contribute to an increase in demand for housing is expansion of the employment base.

Table 6 shows the employment and unemployment rates for persons 16 years and older that were in the labor force in 2010 and 2018. In 2018, ACS data indicated that there were 45,788 employed persons in the Lake Forest labor force and that the unemployment rate in Lake Forest was approximately 4.8%, a minor increase from 5.6% in 2010.

According to the labor report data compiled by the California EDD, the Anaheim-Santa Ana-Irvine Metropolitan Area’s average annual unemployment rate in 2018 was estimated at 3.0%. Orange County’s rate was also 3.0%, while California’s was 4.1%.

TABLE 6: JOB GROWTH AND EMPLOYMENT STATUS
2010 2018
Number Percent Number Percent
Total Persons in Labor Force 43,789 100% 48,110 100%
Employed 41,346 94.5% 45,788 95.1%
Unemployed 2,443 5.6% 2,322 4.8%
Sources: US Census, 2010-2014 ACS and 2014-2018 ACS

INDUSTRY AND OCCUPATION
Of Lake Forest’s employed residents, the “Educational services, health care and so cial assistance” industry employed the most people at 20.0%. The second larges t employment sector was the “Professional, scientific, management, administrative, waste management” industry, which had 14.4% of the total employed persons in Lake Forest. The top two employment sectors in Orange County were also the “Educational services, health care and social assistance” industry at 19.3% and the “Profe ssional, scientific, manageme nt, administrative, waste management” industry at 14.4%.

The City’s workforce holds a variety of jobs types as shown in Table 7, with the largest sector (49.5%) working in “Management, business, science, and ar ts occupations”, followed by 23.4% in “Sales and office” occupations.

Employment and occupation trends play an important role in defining housing needs. This relationship extends beyond the impact of employment growth on housing demand in the City and includes how wage levels and median earnings affect the type of housing a ffordable to workers and households in Lake Forest. For example, there is a significant gap between the median earnings of a resident employed in management and a resident employed in a service occupation. This informs the types of housing needed in the City.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-24 TABLE 7: JOBS BY INDUSTRY (2018)
Industry Number Percent
Agriculture, forestry, fishing and hunting, mining 140 0.3% Construction 2,081 4.5%
Manufacturing 6,148 13.4%
Wholesale trade 1,498 3.3%
Retail trade 4,862 10.6%
Transportation, warehousing, utilities 1,497 3.3%
Information 1,306 2.9%
Finance and insurance, real estate and rental and leasing 3,847 8.4% Professional, scientific, management, administrative, waste mgmt. 6,608 14.4% Educational services, health care and social assistance 9,131 20.0% Arts, entertainment, recreation, accommodation, food services 4,450 9.7% Other services 2,909 6.4%
Public administration 1,285 2.8%
TOTAL (Civilian Labor Force) 45,762 100%
Armed Forces 26 100%
Source: US Census, 2014-2018 ACS
TABLE 8: JOBS BY OCCUPATION (2018)
Occupation Number Percent Median
Earnings*
Management, business, science, and arts 22,652 49.5% $81,087 Sales and office 10,707 23.4% $41,417
Service 7,223 15.8% $19,792
Production, transportation, and material moving 3,203 7.0% $34,804 Natural resources, construction, and maintenance 1,977 4.3% $40,088 *Median earnings in 12 months prior to survey
Sources: SCAG 6th Cycle Data Package; US Census, 2014-2018 ACS

TRAVEL TO WORK
Approximately 61% of Lake Forest workers aged 16 and over travelled less than 30 minutes to work. Comparatively, only 6.6% of workers drive more than 60 minutes to wo rk. Most Lake Forest workers, 82.5%, drive alone to work and 7.5% carpool. Table 9 identifies travel time to work, and Table 10 identifies commute methods for Lake Forest workers, in 2018.

TABLE 9: TRAVEL TIME TO WORK (2018)
Number Percent
Less than 10 minutes 3,698 8.8%
10-19 minutes 11,787 28.0%
20-29 minutes 10,216 24.2%
30-44 minutes 11,011 26.1%
45-59 minutes 2,658 6.3%
60 + minutes 2,785 6.6%
Source: US Census, 2014-2018 ACS

TABLE 10: COMMUTE METHOD (2018)
Number Percent
Drive Alone 37,118 82.5%
Carpooled 3,363 7.5%
Public Transportation 437 1.0%
Walk 289 0.6%
Other 948 2.1%
Work at Home 2,810 6.2%
Source: US Census, 2014-2018 ACS

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-25 3C. Household Characteristics
According to the Census, a household is defined as all persons living in a housing unit. This definition includes families (related individuals living toge ther), unrelated individuals living t ogether, and individuals living alone.

Householder refers to the person (or one of the people) in whose name the housing unit is owned or rented (maintained) or, if there is no such person, any adult member, excluding roomers, boarders, or paid employees. The number of householders is equal to the number of househol ds; the number of family householders is equal to the number of families.

A housing unit is defined by the Census as a house, an apartmen t, a mobile home, a group of rooms, or a single room that is occupied (or if vacant, is intended for occup ancy) as separate living quarters. Separate living quarters are those in which the occupants live and eat separately from any other persons in the building and which have direct access from the outside of the building or through a common hall. The occupants may be a single family, one person living alone, two or more families living together, or any other group of related or unrelated persons who share living arrangements.

People living in retirement homes or other group living situations are not considered “households” for the purpose of the U.S. Census count. The household characteristics in a community, including household size, income, and the presence of special needs households, are important factors in determining the size and type of housing needed in the City. Table 11 below identifies the ages of householde rs in Lake Forest and Orange County in 2018 based on ACS data from 2014-2018. Homeowner households are generally headed by residents early middle-aged to middle- aged, with 54.8% of homeowner households headed by a resident 35-59 years of ag e. Renter households are generally younger; about 25.2% of renter households are headed by a person aged 25-34.

TABLE 11: HOUSEHOLDS BY TENURE AND AGE (2018)

Lake Forest Orange County
Number % Number %
Total: 28,713 - 1,032,373 -
Owner Occupied: 19,955 69.5% 592,269 57.4%
Householder 15 to 24 years 58 0.2% 2,053 0.2%
Householder 25 to 34 years 1,764 6.1% 36,065 3.5%
Householder 35 to 44 years 3,070 10.7% 86,899 8.4%
Householder 45 to 54 years 5,410 18.8% 137,678 13.3%
Householder 55 to 59 years 2,451 8.5% 75,371 7.3%
Householder 60 to 64 years 1,878 6.5% 67,259 6.5%
Householder 65 to 74 years 3,429 11.9% 104,985 10.2%
Householder 75 to 84 years 1,494 5.2% 58,068 5.6%
Householder 85 years and older 401 1.4% 23,891 2.3%
Renter Occupied: 8,758 30.5% 440,104 42.6%
Householder 15 to 24 years 237 0.8% 23,193 2.3%
Householder 25 to 34 years 2,211 7.7% 105,489 10.2%
Householder 35 to 44 years 2,144 7.5% 101,763 10%
Householder 45 to 54 years 2,037 7.1% 91,096 8.8%
Householder 55 to 59 years 865 3.0% 33,973 3.3%
Householder 60 to 64 years 496 1.7% 24,592 2.4%
Householder 65 to 74 years 473 1.6% 33,099 3.2%
Householder 75 to 84 years 105 0.4% 16,518 1.6%
Householder 85 years and older 190 0.7% 10,381 1%
Source: US Census, 2014-2018 ACS 5-Year Data Profile (Table B25007) Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-26 Table 12 identifies the household sizes by housing tenure. In 2018, the majority of households consisted of 2 to 4 persons. Large households of 5 or more persons made up 9.9% of the total households in Lake Forest, which represents a smaller percentage than the percent of la rge households residing in Orange County. The average household size was 2.87 persons in Lake Forest, compared to 3.02 persons in the County. Additionally, the average household size in 2018 for owner-occupied units was 2.89 persons per household, compared to 2.82 persons per household for renter-occupied units.

The City has included Program 5: Facilitate Affordable and Special Needs Housing Construction to encourage the production of housing units to accommodate larger househo lds for all income levels, including for extremely very low income households.

TABLE 12: HOUSEHOLD SIZE BY TENURE (2018)

Lake Forest Orange County
Number % Number %
Owner Households 19,955 100% 592,269 100%
Householder living alone 3,713 18.6% 110,780 18.7%
Households 2–4 persons 14,331 71.8% 404,680 68.3%
Large households 5+ persons 1,911 9.6% 76,809 13%
Average Household Size 2.89 persons 2.99 persons
Renter Households 8,758 100% 440,104 100%
Householder living alone 2,343 26.8% 106,627 24.2%
Households 2–4 persons 5,474 62.5% 263,316 59.8%
Large households 5+ persons 941 10.7% 70,161 15.9%
Average Household Size 2.82 persons 3.06 persons
Total Households 28,713 100% 1,032,373 100%
Householder living alone 6,056 21.1% 217,407 21.1%
Households 2–4 persons 19,805 69.0% 667,996 64.7%
Large households 5+ persons 2,852 9.9% 146,970 14.2%
Average Household Size 2.87 persons 3.02 persons
Sources: SCAG 6th Cycle Data Package; U.S. Census Bureau, 2014-2018 ACS; 2014-2018 ACS 5-Year Data Profile (Table B25009) 3D. Income

HOUSEHOLD INCOME
From 2000 to 2018, the median househ old income increased by 53.7% to $104,449 and the per capita income increased by 57.4% to $44,999. An increase in both per capita and median household incomes also occurred from 2010 to 2018. Table 13 shows per capita and median household incomes in 2000, 2010 and 2018.

TABLE 13: MEDIAN HOUSEHOLD AND PER CAPITA INCOME
2000 2010 2018
Median Household Income $67,967 $91,040 $104,449
Per Capita Income $28,583 $38,844 $44,999
Sources: US Census, 2000; US Census, 2014-2018 ACS
In 2018, the majority (51.6%) of Lake Forest’s households earned more than $100,000 per year. The incidence of households earning less than $35,000 per year was higher among renter households (18.8%) than owner households (10.8%). Table 14 identifies household income by tenure. As shown in Table 14, the average income of owner households is approximately $50,000 more than renter households.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-27 TABLE 14: HOUSEHOLD INCOME FOR ALL HOUSEHOLDS AND BY TENURE (2018) All Households Owner Households Renter Households
Income Number Percent Number Percent Number Percent
Less than $5,000 664 2.3% 336 1.7% 328 3.7%
$5,000 to $9,999 326 1.1% 150 0.8% 176 2.0%
$10,000 to $14,999 609 2.1% 316 1.6% 293 3.3%
$15,000 to $19,999 448 1.6% 301 1.5% 147 1.7%
$20,000 to $24,999 558 1.9% 336 1.7% 222 2.5%
$25,000 to $34,999 1,194 4.2% 700 3.5% 494 5.6%
$35,000 to $49,999 2,564 8.9% 1,293 6.5% 1,271 14.5%
$50,000 to $74,999 4,063 14.2% 2,199 11.0% 1,864 21.3%
$75,000 to $99,999 3,465 12.1% 2,325 11.7% 1,140 13.0%
$100,000 to $149,999 5,878 20.5% 4,151 20.8% 1,727 19.7% $150,000 or more 8,944 31.1% 7,848 39.3% 1,096 12.5%
Median Household
Income $104,449 $123,913 $70,654
Source: US Census, 2014-2018 ACS

HOUSEHOLDS BY INCOME GROUP
A special aggregation of 2013-2017 ACS data performed by HUD – titled the Comprehensive Housing Affordability Strategy (CHAS) data – provides a breakdown of households by income group by tenure. The number of households in Extremely Low, Very Low, Low, and Moderate/Above Moderate income groups is shown in Table 15. The majority of households (64.6%) are above moderate income. The HUD CHAS data indicates the extremely low-income group represents 9.9% of households, and a higher proportion are renters (1, 470) than owners (1,305). The very low- income group represents 9.6% of households and the low-income group represents 15.9% of households. The smaller amount of extremely low and very low-income hous eholds in the City is likely due to the limited housing opportunities for the lower income groups in Lake Forest, including a deficiency of housing with affordable rent. The City’s RHNA (see Table 30) identifies the City’s share of regional housing needs for extremely low, very low, and low- income households, as well as for moderate and above moderate-income households. As shown in Table 15, there is a larger proportion of renters in the extremely low, very low, and low-in come groups, while there is a larger proportion of moderate and above moderate-income groups in owner households.

TABLE 15: HOUSEHOLDS BY INCOME GROUP (2017)
Income Group Total Owner Renter
Households Percent Households Percent Households Percent Extremely Low (<30% AMI) 2,775 9.9% 1,305 6.7% 1,470 17.1% Very Low (31–50% AMI) 2,670 9.6% 1,345 6.9% 1,325 15.4% Low (51–80% AMI) 4,460 15.9% 2,555 13.2% 1,905 22.2%
Moderate and Above Moderate
(>80% AMI) 18,060 64.6% 14,180 73.2% 3,880 45.2%
TOTAL 27,965 100% 19,385 100% 8,580 100%
Source: HUD Comprehensive Housing Affordability Strategy (CHAS), 2013-2017 Available: https://www.huduser.gov/portal/datasets/cp.html

POVERTY LEVELS
The 2014-2018 ACS data indicates that 909 (4.3%) of all Lake Forest families and 5,839 individuals (7.1%), had incomes at or below the poverty level. According to the ACS data, poverty rates are disparate between races and Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-28 economic indicators are particularly severe for Hispanic and Latino populations. In 2018, Hispanics/Latinos had a poverty rate of 11.8% compared to 6.5% for African Americans/Blacks, 5.9% for Whites, 5.8% for Asians, and 5.3% for American Indian and Alaska Natives.

The level of poverty in a jurisdiction often influences the need for housing to accommodate those persons and families in the very low and low-income categories. The U. S. Census Bureau measures poverty by using a set of money income thresholds that vary by family size and compos ition of who is in poverty. If a family’s total income is less than the family’s threshold, then that family and every individual in it is considered in poverty. For example, the poverty threshold for a family of two with no children would be $17,120, a household of two with a householder aged 65 or older and no children has a poverty threshold of $15,453, and the poverty threshold of a family of four with two children under the age of 18 would be $25,926. (U.S. Census Bureau, 2019).

Extremely Low-Income Households
Extremely low-income (ELI) households are defined as th ose earning up to 30% of the area median household income. For Orange County, the medi an household income in 2020 was $103, 000. For ELI households in Lake Forest (and the rest of Orange County), this results in an income of $38,450 or less for a four-person household or $26,950 for a one-person household. ELI households have a variety of housing situations and needs. For example, most families and individuals receiving only public assistance, such as social security insurance or disability insurance are considered ELI households. Table 16 provides representative occupations wi th hourly wages that are within or close to the ELI income range. As shown in Table 15, ELI households make up 9.9% of all households in Lake Forest. Based on Table 28, 80.5% of ELI households in Lake Forest pay more than 30% of their incomes for housing.

TABLE 16: OCCUPATIONS WITH WAGES FOR EXTREMELY LOW-INCOME HOUSEHOLDS (2020) Occupation Title Median Hourly Wage
Laborers and Freight, Stock, and Material Movers $12.70 Telemarketers $12.43
Waiters and Waitresses $12.07
Retail Salespersons $12.03
Ambulance Drivers and Attendants, Except Emergency Medical Technicians $11.94 Cooks, Fast Food $11.63
Couriers and Messengers $11.61
Personal Care Aides $11.59
Hosts and Hostesses, Restaurant, Lounge, and Coffee Shop $11.52 Amusement and Recreation Attendants $11.42
Cashiers $11.42
Parking Lot Attendants $11.41
Source: Employment Development Department, Long-Term Occupational Projections 2016-2026 (accessed January 2021) Pursuant to Government Code Section 65583(a)(1), 50% of Lake Forest’s very low-income regional housing needs assigned by HCD are projected to be extremely low-income households. As a result, from the very low-income need of 954 units (see Table 29), the City has a projected need of 477 units for extremely low-income households (i.e., households earning 30% or less of the average median in come). Based on current figures, extremely low-income households will most likely be facing an overpayment, overcrowding, or substandard housing conditions. Some extremely low-income households could include individuals with mental or other disabilities and special needs. To address the range of needs of ELI households, the City will implement several programs including the following programs (refer to the Housing Plan for more detailed descriptions of these programs):
• Program 5: Facilitate Affordable and Special Needs Housing Construction • Program 9: Sites for Homeless Shelters/Homeless Prevention and Assistance Services Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-29 • Program 10: Transitional/Supportive and Affordable Housing • Program 11: Coordination with Social Service Agencies 3E. Housing Characteristics

HOUSING TYPE
Table 17 identifies the types of housing units in Lake Fo rest in 2020. The table summarizes total housing stock according to the type of structure. As shown in the table, the majority of housing in Lake Forest is single-family detached housing, which ac counted for 58.8% of units in 2020. Mobile /manufactured homes represent 4.2% of the housing stock. Multi-family units represent 26.1% of the ho using stock, with duplex through fourplex units accounting for 5.0% and multi- family developments with five or more units accounting for 21.1%. Single-family attached homes represent 14.9% of housing units.

TABLE 17: HOUSING STOCK BY TYPE AND VACANCY (2020)

Total
Single Family Multi-family Mobile
Homes
Occupied Vacant
Detached Attached 2 – 4 5 + Units
Units 30,244 16,567 4,508 1,525 6,369 1,275 28,831 1,413 Percent 100% 58.8% 14.9% 5.0% 21.1% 4.2% 95.3% 4.7%
Sources: SCAG 6th Cycle Data Package; DOF E-5 Report 2020

VACANCY RATE
Table 17 also shows the number and percentage of occupied units and the percentage of vacant units. It is important to note that these counts include all vacant units, i ncluding those units that are newly constructed but not yet occupied. In order for the housing market to function properly in a city, there should always be some level of housing vacancy, otherwise rents or housing prices could skyrocket. The 4.7% vacancy rate in Lake Forest is considered low (the historical equilibrium in California is 5.5% for rental vacancy and 1.2% for homeownership vacancy).1 The 2014-2018 ACS data indicates that there were 1,282 vacant units in 2018. As shown in Table 18, of the total vacant units in 2018, 284 were for rent, 170 were for sale, 394 were rented or sold but not yet occupied, and 313 were for seasonal, recreational, or occasional use. The overall vacancy rate in Lake Forest in 2018 was 4.3%, a rate which has fluctuated slightly since 2010.

TABLE 18: VACANCY BY TYPE (2018)
Vacancy Type Number Percent
For rent 284 22.2%
Rented, not occupied 112 8.7%
For sale only 170 13.3%
Sold, not occupied 282 22.0%
For seasonal, recreational, or occasional use 313 24.4% For migrant workers 0 0.0%
Other vacant 121 9.4%
TOTAL 1,282 100%
Source: US Census, 2014-2018 ACS

1 “California’s low residential vacancy rates signal more construction,” First Tuesday Journal (February 15, 2021).

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-30

HOUSING CONDITIONS
The U.S. Census provides only limited data that can be used to infer the condition of Lake Forest’s housing stock.

In most cases, the age of a community’s housing stock is a good indicator of the condition of the housing stock.

Moreover, many federal and state programs also use the age of housing as one factor in determining housing rehabilitation needs. Typically, housing over 30 years of age is more like ly to have rehabilitation needs that may include plumbing, roof repairs, electrical repairs, foundation rehabilitation, or other significant improvements.

The 2014-2018 ACS data indicates that just over half of the housing in the City is less than 40 years old (in 2018);

57.6% of units were built in 1980 or later. Another 32.9% of units were built between 1970 and 1979. Due to the relatively young age of the City’s housing stock, overall housing conditions are good. While units built after 1970 may require new roofs and windows, it is anticipated that most units built after 1970 would not need significant rehabilitation to the structur e, foundation, electrical, and plumbing systems. Units built prior to 1970 may require aesthetic and maintenance repairs including roof, window, and paint improvements and some units in this age range may also require significant upgrades to structural, roof, plumbing, and other systems.

When examining a housing stock to determine what conditio n it is in, there are certain factors that the Census considers. For example, older units may not have plumbing that is fully functional, or the plumbing might be substandard. Table 19 indicates that a small percentage of dwelling units (0.5%), which were either owner-occupied or vacant, lacked complete plumbing facilities in 2018.

TABLE 19: HOUSING STOCK CONDITIONS (2018)
Year Structure Built
Owner-Occupied Renter-Occupied Total
Number Percent Number Percent Number Percent
2014 or later 792 4.0% 528 6.0% 1,659 5.5%
2010 to 2013 166 0.8% 94 1.1% 300 1.0%
2000 to 2009 349 1.7% 233 2.7% 627 2.1%
1990 to 1999 3,815 19.1% 1,646 18.8% 5,533 18.4%
1980 to 1989 5,994 30.0% 2,788 31.8% 9,170 30.6%
1970 to 1979 6,937 34.8% 2,604 29.7% 9,879 32.9%
1960 to 1969 1,571 7.9% 642 7.3% 2,273 7.6%
1950 to 1959 214 1.1% 177 2.0% 391 1.3%
1940 to 1949 52 0.3% 9 0.1% 61 0.2%
1939 or earlier 65 0.3% 37 0.4% 102 0.3%
TOTAL 19,955 100% 8,758 100% 29,995 100%
Plumbing Facilities
Units with Complete Plumbing Facilities 19,926 99.9% 8,758 100% 29,844 99.5% Units Lacking Complete Plumbing
Facilities
29 0.1% 0 0.0% 151 0.5%
Source: US Census, 2014-2018 ACS (Table B25036)
The City’s housing stock remains relatively new with on ly 9.5% of dwelling units in Lake Forest having been constructed prior to 1970, and as such, structural deterioration an d maintenance problems are rare. Code enforcement officers conducted a window survey of 600 homes in southwest Lake Forest (the oldest neighborhood most in need of attention) to assess the conditio n of housing stock in Lak e Forest. Of the 600 homes , no homes were identified to need major rehabilitation or replacement. Most, most issues noted included minor exterior issues such as deteriorated paint, dead or dying landscaping, broken windows, etc. One was considered to need major rehabilitation or replacement. This equates to 0.1%. Based on a total housing stock of 30,244 (per Table 3-15), this equates to an estimate of up to 30 units which may be in need of rehabilitation or replacement citywide. The City’s Code Enforcement staff have estimated that a very low percentage of housing units ar e in need of substantial rehabilitation or replacement. Nonetheless, the goal of the City’s Code Enforcement program is to address housing Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-31 concerns before they become serious problems. The City has introduced Program 24, Neighborhood Improvement Task Force, to address the need of the City’s older neighborhoods. The City’s first Neighborhood Improvement Plan is being prepared for Southwest Lake Forest, and as described in the Program, the City has committed $70,500 to implementing improvements in the Southwest Lake Forest neighborhood from 2021-2023.

To supplement the Census information regarding housing co nditions, the City of Lake Forest included specific questions pertaining to the quality of the City’s housin g stock in its Housing Element Update community survey, which was posted for over one month (this is further deta iled in Appendix B). When asked to rate the physical condition of the residence they lived in, 39.4% resp onded that their home show s signs of minor deferred maintenance such as peeling paint or chipped stucco while 54.5% indicated that their home was in excellent condition. Another 9.1% of respondents indicated that their home was in need of a modest repair (like a new roof or new siding) and no one reported that their home needed a major repair (such as new foundation, complete new plumbing, or complete new electrical). Although the sample size was small, r enters (57.1%) were just as likely as homeowners (53.8%) to respond that their residence was in excellent condition.

Community members were also asked to report the type of home improvements they have considered making to their homes. The most popular answers that applied were painting, new heating and air conditioning, and roofing.

Additionally, the City’s Planning Division’s assessment is that, while there are a limited number of homes in need of significant repair scattered throughout various neighborhoods in the City, there are no areas of the City in which it appears that a preponderance of the homes need major repair. In general, areas of the City with older homes have a greater number in need of major repair. The City will continue to im plement its residential Rehabilitation Loan Program (RLP) using CDBG funds (when available) to help qualified homeowners to rehabilitate substandard housing.

OVERCROWDING
Typically, a housing unit is considered overcrowded if there is more than one person per room and severely overcrowded if there are more than 1.5 persons per room. Table 20 summarizes overcrowding data for Lake Forest.

It should be noted that kitc henettes, strip or Pullman ki tchens, bathrooms, porches, ba lconies, foyers, halls, half- rooms, utility rooms, unfinished attics, basements, or other space for storage are not defined as rooms for Census purposes.

Overcrowded households are usually a reflection of the lack of affordable housing available. Households that cannot afford housing units suitably sized for their families are often forced to live in housing that is too small for their needs, which may result in poor physical condition of the dwelling unit. In 2018, 1,364 housing units (4.8% of the total occupied units) were overcrowded, which represented 2.1% of owner-occupied units and 10.7% of renter-occupied units.

TABLE 20: OVERCROWDING BY TENURE (2018)
Persons per Room
Owner Renter Total
Number Percent Number Percent Number Percent

1.00 or less 19,528 97.9% 7,821 89.3% 27,349 95.2%

1.01 to 1.50 382 1.9% 517 5.9% 899 3.2%

1.51 or more 45 0.2% 420 4.8% 465 1.6%
TOTAL 19,955 100% 8,758 100% 28,713 100%
Overcrowded 427 2.1% 937 10.7% 1,364 4.8%
Source: US Census, 2014-2018 ACS
As shown in Table 21, the average household size in Lake Forest was 2.87 persons in 2018, which was an increase from the average household size of 2.84 persons in 2010. Table 21 shows Lake Forest’s household sizes for owner- occupied, renter-occupied, and all households. The average household size was slightly higher for owner-occupied units (2.89 persons). Renter-occupied households had an average size of 2.82 persons. The large majority (71.8%) Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-32 of owner-occupied households had two to four persons, whereas 72.0% of renter-occupied households were one to three persons in size. Table 22 identifies bedrooms by tenure. Although larger renter households and larger owner households are proportionally comparable, the proportion of larger (4 or more bedroom) homes is significantly higher for owner households.

TABLE 21: HOUSEHOLD SIZE BY TENURE (2018)
Household Size
Owner Renter Total
Number Percent Number Percent Number Percent
1-person 3,713 18.6% 2,343 26.8% 6,056 21.1%
2-person 6,381 32.0% 2,454 28.0% 8,835 30.8%
3-person 3,969 19.9% 1,502 17.2% 5,471 19.1%
4-person 3,981 19.9% 1,518 17.3% 5,499 19.2%
5-person 1,274 6.4% 570 6.5% 1,844 6.4%
6-person 346 1.7% 180 2.1% 526 1.8%
7-or-more-person 291 1.5% 191 2.2% 482 1.7%
TOTAL 19,955 100% (69.5% of total) 8,758 100% (30.5% of total) 28,713 100% Average Household Size 2.89 2.82 2.87
Source: SCAG 6th Cycle Data Package
TABLE 22: NUMBER OF BEDROOMS BY TENURE (2018)
Bedroom Type
Owner Renter Total
Number Percent Number Percent Number Percent
No bedroom 41 0.2% 273 3.1% 314 1.1%
1-bedroom 514 2.6% 2,624 30.0% 3,138 10.9%
2-bedroom 3,718 18.6% 3,328 38.0% 7,046 24.5%
3-bedroom 7,171 35.9% 1,707 19.5% 8,878 30.9%
4-bedroom 6,916 34.7% 652 7.4% 7,568 26.4%
5 or more bedroom 1,595 8.0% 174 2.0% 1,769 6.2%
TOTAL 19,955 100% 8,758 100% 28,713 100%
Source: US Census, 2014-2018 ACS
3F. Housing Costs

FOR SALE HOUSING
As shown in Figure 1, between 2000 and 2018, median
home sales prices in Lake Forest increased 207% while
prices in the SCAG region increased 151%. The 2018
median home sales price in Lake Forest was $731,000 –
the highest median sales price experienced since 2000.

Prices in the City have ranged from a low of 92.7% of the SCAG region median in 2007 to a high of 132.7% in
2017.

In January 2021, there were 175 homes listed for sale in Lake Forest on Zillow.com with prices ranging from
$65,000 to $2,599,000. Of these homes, there were
135 detached single-family homes with sales prices
beginning at $65,000 (manufactured home). As shown in Table 23, the vast majority of homes for sale were in the $700,000+ price range (64.6%), with 18.8% of homes in the $400,000 to $699,999 rang e, and 29 priced under TABLE 23: HOMES FOR SALE (JANUARY 2021)
Price Homes Percent
$700,000 and more 113 64.6%
$600,000 - $699,999 13 7.4%
$500,000 - $599,999 9 5.1%
$400,000 - $499,999 11 6.3%
$300,000 - $399,999 7 4.0%
$200,000 - $299,999 6 3.4%
$100,000 - $199,999 12 6.9%
$0 - $99,999 4 2.3%
Source: Zillow.com, 2021
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-33 $400,000. Zillow identified the January 2021 median sales price as $774,000. While the median sales price is not affordable to lower and moderate-income households (see Table 27), the City’s median home sales price was lower than the Orange County median sales price (Zillow reported a median home sales price of $872,000 for the County in January 2021), which may result in higher demand for housing in Lake Forest.

FIGURE 1: MEDIAN HOME SALES PRICE

Source: SCAG 6th Cycle Data Package

RENTAL HOUSING
Table 24 summarizes rents paid in Lake Forest in 2018 by rent-cost range. The majority (84.9%) of units rented for $1,500 or more. Only 3.4% of rentals were under $1,000 per month. More than one-third of rentals were in the $1,500 to $1,999 range. Based on a review of rental listings on Zillow.com and Craiglist.com, the average rent in Lake Forest (January 2021) is $2,802 per month. There were 49 rentals available in January 2021. Rents ranged from $1,900 to $2,549 for 2 bed/2 bath homes to $3,600 to $7,500 for four or more-bedroom homes, as shown in Table 25.

TABLE 24: RENTAL COSTS (2018)
Rent Range Number Percent
Less than $500 125 1.5%
$500 to $999 166 1.9%
$1,000 to $1,499 994 11.6%
$1,500 to $1,999 3,347 39.0%
$2,000 to $2,499 2,345 27.3%
$2,500 to $2,999 903 10.5%
$3,000 or more 695 8.1%
Median (dollars) $1,949
Source: US Census, 2014-2018 ACS
TABLE 25: RENTAL RATES BY NUMBER OF BEDROOMS
Bedroom Type
Rental Survey
Units Available Range Average Rent
Studio 2 $1,600 - $2,031 $1,816
1 bed 12 $1,650 - $2,098 $1,841
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-34 2 bed 22 $1,900 - $2,549 $2,225
3 bed 10 $2,600 - $3,900 $3,193
4 bed or more 3 $3,600 - $7,500 $4,933
Sources: Zillow.com and Craigslist.com, Jan. 2021

INCOME GROUPS
The California Department of Housing and Community Development (HCD) publishes household income data annually for areas in California. Table 26 shows the maximum annual income level for each income group adjusted for household size for Orange County. The maximum annual income data is utilized to calculate the maximum affordable housing payments for different households (by income level and number of persons in household) and their eligibility for housing assistance programs.
• Extremely Low-Income Households have a combined income at or lower than 30% of area median income (AMI), as established by the Department of Housing and Community Development (HCD). • Very Low-Income Households have a combined income between 30 and 50% of AMI, as established by HCD.
• Low-Income Households have a combined income between 50 and 80% of AMI, as established by HCD. • Moderate-Income Households have a combined income between 80 and 120% of AMI, as established by HCD.
• Above Moderate-Income Households have a combined income greater than 120% of AMI, as established by HCD.

TABLE 26: STATE INCOME LIMITS – ORANGE COUNTY (2021)
Income Group 1 Person 2 Person 3 Person 4 Person 5 Person 6 Person 7 Person 8 Person Extremely Low $28,250 $32,300 $36,350 $40,350 $43,600 $46,850 $50,050 $53,300 Very Low $47,100 $53,800 $60,550 $67,250 $72,650 $78,050 $83,400 $88,800 Low $75,300 $86,050 $96,800 $107,550 $116,200 $124,800 $133,400 $142,000 Moderate $89,650 $102,450 $115,250 $128,050 $138,300 $148,550 $148,550 $169,050 Above Moderate $89,650+ $102,450
+
$115,250
+
$128,050
+
$138,300
+
$148,550
+
$148,550
+
$169,050
+
Source: HCD 2020 Orange County Income Limits

HOUSING AFFORDABILITY
Table 27 shows the estimated maximum rents and sales prices that are affordable to very low, low, moderate, and above moderate-income households. Affordability is based on a household spending 30 % or less of their total household income for shelter. Affordability is based on the maximum household income levels established by HCD (Table 26). The annual income limits es tablished by HCD are similar to those used by the U.S. Department of Housing and Urban Development (HUD) for administering various affordable housing programs. Maximum affordable sales price is based generally on the following assumptions: 4% interest rate, 30-year fixed loan, and down payments that vary with income level, as described in Table 27.

Comparing the maximum affordable housing costs in Table 27 to the rental rates, rental rates in Lake Forest are generally affordable to moderate-income households of two or more persons and to above moderate-income households of all household sizes. While there are some units affordable to low-income households, they tend to be smaller units ranging in size from 1- to 2-bedroo ms. Moderate and above moderate-income households can afford a broad range of available housing options.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-35 Although there are homes for sale in Lake Forest available to all income, the overwhelming majority of homes (i.e., in the $700,000+ range) are affordable to only above moderate-income households.

TABLE 27: HOUSING AFFORDABILITY BY INCOME GROUP
Income Group
One Person Two Person Four Person Six Person
Home
Sale
Price*
Monthly
Rent or
Housing
Cost
Home
Sale
Price*
Monthly
Rent or
Housing
Cost
Home
Sale
Price*
Monthly
Rent or
Housing
Cost
Home
Sale
Price*
Monthly
Rent or
Housing
Cost
Extremely Low $100,663 $706 $116,026 $808 $146,561 $1,009 $171,216 $1,171 Very Low $180,231 $1,178 $201,200 $1,345 $252,218 $1,681 $293,184 $1,951 Low $286,375 $1,883 $327,151 $2,151 $408,704 $2,689 $474,136 $3,120 Moderate $358,009 $2,241 $407,950 $2,561 $493,708 $3,201 $571,467 $3,714 Above Moderate $358,009+ $2,241+ $407,950+ $2,561+ $493,708+ $3,201+ $571,467+ $3,714+ *Maximum affordable sales price is based on the following assumptions: 4.0% interest rate, 30-year fixed loan; down payment: $5,000 – extremely low, $10,000 – very low; $15,000 – low, $25,000 – moderate; property tax, utilities, and homeowners insurance as 30% of monthly housing cost (extremely low/very low), 28% of monthly housing cost (low), and 25% of monthly housing cost (moderate/above moderate).

Homes sales prices are rounded to nearest $100.

Source: De Novo Planning Group, 2021
Extremely Low-income Households
As previously described, extremely low-income households earn less than 30% of the County Area Median Income (AMI). Depending on the household size, these households can afford rents between $706 and $1,171 per month and could purchase homes priced at $100,663 to $171,216. As of January 2021, there were no rental homes listed on Zillow or Craigslist that would be affordable to extremely low-income households. However, based on US Census data, approximately 3.4% of renters pay monthly rents affordable to extremely low-income households.

Extremely low-income households may be able afford to purchase a manufactured home in Lake Forest; however, real estate listings for these homes indicate that homes affordable at this price point may need significant maintenance and repair and there is an extremely limited supply.

Very Low-income Households
Very low-income households earn between 31% and 50% of the County Area Median Income (AMI). Depending on the household size, these households can afford rents between $1,178 to $1,951 per month and could purchase homes priced at $180,231 to $293,184. As of January 2021, there were some studio and one-bedroom rental units listed on Zillow or Craigslist that could be affordable to very low-in come households. However, based on US Census data, approximately 15.0% of renters pay monthly rents affordable to very low-income households (inclusive of units also affordable to extremely low-income). Very low-income households may be able afford to purchase a manufactured home or multi-family home in Lake Forest; ho wever, even those units affordable to very low-income households need maintenance and repair and there continues to be a very limited supply.

Low-income Households
Low-income households earn between 51% and 80% of the County Area Median Income (AMI). Depending on the household size, these households ca n afford rents between $1,883 to $3, 120 per month and could purchase homes priced at $286,375 to $474,136. As of January 2021, all studio, one-, and two-bedroom options listed on Zillow or Craigslist would be affordable to rent for lo w-income households. Based on US Census data, 81.3% of renters in Lake Forest pay monthly rents affordable to low-income households. However, most renters are not larger six-person households, so the actual affordability by household size may be significantly more limited. Low-income households can afford to rent a variety of home types, including better-maintained manufactured homes, multi-family homes, and some single-family detached homes.

Moderate-income Households
Moderate-income households earn between 80% and 120% of the County Area Median Income (AMI). Depending Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-36 on the household size, these households can afford rents between $2,241 and $3,714 per month and could purchase homes priced at $358,009 to $571,467. As of January 2021, nearly all studio, one-, two-, and three- bedroom rental units available were affordable to moderate-income households; these units included multi-family homes as well as single-family homes listed for rent by the homeowner. Moderate-income households can also afford a broader array of homes listed for sale as of Ja nuary 2021. These unit types include manufactured homes, single-family homes, and multi-family homes. This is further confirmed by US Census data.

OVERPAYMENT
As in most communities, the location of the home is one of the biggest factors with regard to price. Housing in Lake Forest is more affordable than the County ($774,000 vers us $872,000 according to Zillow median sales prices in January 2021). However, housing is not affordable for all income levels, particularly the extremely low, very low, and low-income households.

As shown in Table 28, 50.6% of renters in Lake Forest and 28.1% of homeowners overpay for housing. The majority of renters that overpay are in the lower income groups, with 76.2% in the extremely low-income group and 64.1% in the very low-income group severely overpaying for housing (over 50% of their monthly income). Comparatively,

71.6% of extremely low-income owners and 42.0% of very low-income owners are severely overpaying. Therefore, while overpayment is more predominate among lower income renter households, overpayment is an issue for both renter and owner households. Slightly more than one-thir d (35.0%) of all households in Lake Forest overpay for housing.

TABLE 28: HOUSEHOLDS BY INCOME LEVEL AND OVERPAYMENT (2017) Household Overpayment Renters Owners Total % of
Income Category
Extremely Low-Income Households 1,470 1,305 2,775 100%
With Cost Burden >30% 1,215 / 82.7% 1,020 / 78.2% 2,235 80.5% With Cost Burden >50% 1,120 / 76.2% 935 / 71.6% 2,055 74.1% Very Low-Income Households 1,325 1,345 2,670 100%
With Cost Burden >30% 1,185 / 89.4% 860 / 63.9% 2,045 76.6% With Cost Burden >50% 850 / 64.1% 565 / 42.0% 1,415 53.0% Low-Income Households 1,905 2,555 4,460 100%
With Cost Burden >30% 1,255 / 65.9% 1,585 / 62.0% 2,840 63.7% With Cost Burden >50% 165 / 8.7% 515 / 20.2% 680 15.2% Total Extremely Low, Very Low, and Low-
Income Households Paying >30% 3,655 / 78% 3,465 / 67% 7,120 72% of lower incom e households
Moderate and Above Moderate-Income
Households 3,880 14,180 18,060 100%
With Cost Burden >30% 690 /17.8% 1,990 / 14.0% 2,680 14.8% With Cost Burden >50% 55 / 1.4% 180 / 1.3% 235 1.3%
Total Households 8,580 19,385 27,965 100%
With Cost Burden >30% 4,345 / 50.6% 5,455 / 28.1% 9,800 35.0% With Cost Burden >50% 2,190 / 25.5% 2,195 / 11.3% 4,385 15.7% Note: Data is rounded to the nearest 5.

Source: HUD Comprehensive Housing Affordability Strategy (CHAS), 2013-2017 Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-37

AFFORDABLE HOUSING INVENTORY
Affordability covenants in Lake Forest include developments that received federal pass-through funding (CDBG), received tax credits or mortgage revenue bonds, were financed with redevelopment funds or by non-profit developers, and/or were created to meet the City’s inclusionary housing policy.

Table 29 shows assisted units with covenants that require rents to be maintained at a ffordable levels for various agreed upon periods of time. In 2021, Lake Forest has 202 total deed-restricted affordable units. A recorded deed restriction serves as an affordability covenant that restricts the income level of a person who occupies the property, andproperty and ensures the property will remain available for low to moderate-income persons for a defined period.

The City has included Program 15: Conser vation of Existing Affordable Units, to outline steps the City can take to help preserve all 11 units that are at-risk of converting to market rate units in the next 10 years.

TABLE 29: DEED RESTRICTED AFFORDABLE HOUSING UNITS
Project Name/Location No. & Type of
Affordable Units
Duration of
Affordability
Shelter for the Homeless (formerly American Family Housing) 1 20927 Serrano Creek Road
1 affordable 2029
South County Outreach Condo Units 1

1 Transitional 2022
2 Transitional 2023
2 Transitional 2024
3 Transitional 2025
Madrid Transitional Housing Condo Units 2
22702, 22706 Madrid Drive
2 Transitional 2030
The Arroyo at Baker Ranch, 100 Indigo Place 3 187 affordable 2045 Saguaro Apartments, 23201 Saguaro Street 4 4 affordable 2071 202
Notes:
1 There are 8 transitional housing units and 1 affordable unit that received CDBG funding from the City, and are required to be affordable to very low or low-income households for 25 years from the date the co venants were first agreed upon. Under the covenant for the affordable unit, the occupant(s) in that unit may remain in the unit as long as he or she continues to qualify as an affordable household. The affor dable unit may continue to be rented by the same tenant(s) as long as the tenant(s) continue to qualify as a very low or low-income household. 2 The Madrid condos are owned by the Lake Forest Housing Authority and were purchased with Redevelopment Agency Housing Set-Aside Funds

3. Per Shea/Baker Ranch Development Agreement/Affordable Housing Implementation Plan 4 The Saguaro Apartments were purchased from the Lake Forest Housing Authority by Families Forward.

MOBILE HOMES
Mobile homes offer a more affordable option for those interested in homeownership. The median value of a mobile home in Orange County in 2018 was $59,000 (2018 ACS 5- Year Estimates Data Profile ). Overall, 1,275 mobile homes are located in Lake Forest (DOF, Table 2: E-5, 1/1/2020). According to HCD, there are four mobile home parks in the City with a total of 1,238 permitted spaces. They are:
• El Toro Mobile Estates (30-0282-MP), 24921 Muirlands Blvd. – 328 MH spaces • Forest Gardens Mobile Home Community (30-0268-MP), 24001 Muirlands Blvd. – 494 MH spaces • Kimberly Gardens Mobile Home Park (30-0266-MP), 24922 Muirlands Blvd. – 159 MH spaces • Prothero Mobile Estates (30-0299-MP), 24701 Raymond Way – 257 MH spaces In addition to the cost of a mobile home, owners must either purchase a residential site or rent a mobile home space.

And although they present a more affordable alternative, mobile home rents have risen steadily in Orange County and throughout southern California since 2009.
2 2 Jeff Collins, “Soaring rents jolt senior tenants at mobile home park,” OC Registrar (July 20, 2018).

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-38 3G. Future Housing Needs
A Regional Housing Needs Plan (RHNP) is mandated by the State of California (Gov ernment Code [GC], Section 65584) for regions to address housing issues and needs based on future growth projections for the area. The RHNP for Lake Forest is developed by the Southern California Association of Governments (SCAG), and allocates a “fair share” of regional housing needs to individual cities an d counties (for unincorporated portions of the region). The intent of the RHNP is to ensure that local jurisdictions address not only the needs of their immediate areas but also that needs of the entire region are fair ly distributed to all communities. A majo r goal of the RHNP is to assure that every community provides an opportunity for a mix of housing affordable to all economic segments of its population.

This Housing Element addresses SCAG’s Regional Housing Needs Assessment (RHNA) schedule for the 6th Cycle, from 2021 through 2029. The City will need to plan to accommodate 3,236 new units, which includes 956 extremely low/very low, 543 low, 559 moderate, and 1,178 above moderate-income units . Pursuant to Government Code Section 65583(a)(1), 50% of Lake Forest’s very low-income regional housing need assigned by HCD are extremely low-income units, effectively resulting in 478 extremely low-income units and 478 very low-income units. Table 30 summarizes Lake Forest’s fair share, progress to date, and remaining units.

TABLE 30: REGIONAL HOUSING NEEDS ALLOCATION – 6TH CYCLE Status
Extremely
Low/Very
Low
Low Moderate Above Moderate TOTAL
RHNA Allocation 956 543 559 1,178 3,236
Completed, Under
Construction/Permits
Issued (Since 6/30/2021 ,
accurate as of August 31,
20221)
13 13 14 752451 755461
Units Approved/Entitled 107105 9793 53 544775 753976
Remaining Allocation 848 445447 553552 0 (with a surplus of 118 48 units) 1,8467*
Source: City of Lake Forest, August 31, 2021, SCAG, 2021 * The total remaining allocation is the remaining allocation of extremely low/very low, low, and moderate income units (848, 445447, and 553552, respectively). This results in a remaining allocation of 1,8476 units. The surplus of above moderate-income units (11848) cannot be deducted from the remaining allocation, which is based on the remaining allocation by income level. 3H. Special Needs Groups
Government Code Section 65583(a)(7) requires housing elements to address special housing needs, such as those of the elderly; persons with disabilities, including a developmental disability, as defined in Section 4512 of the Welfare and Institutions Code; large families; farmworkers; families with female heads of households; and families and persons in need of emergency shelter. The needs of these groups often call for targeted program responses, such as temporary housing, preservation of residential hotels, housing with features to make it more accessible, and the development of four-bedroom apartments. Special needs groups have been identified and, to the degree possible, responsive programs are provided in the Housing Plan. A principal effort in addressing the needs of these groups is to continue to seek state technical assistance grants to identify the extent and location of those with special needs and identify ways and means to assist them. Local government budget limitatio ns may act to limit effectiveness in implementing programs for these groups. Please refer to Section 5E of this Element for a discussion of agencies and programs that serve special needs populations in Lake Forest.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-39

SENIORS
Seniors are considered persons age 65 or older in this
Housing Element. However, some funding programs
have lower age limits for persons to be eligible for their senior housing. Seniors have special housing needs
primarily resulting from physical disabilities and
limitations, fixed or limited income, and health care
costs. Additionally, senior households also have other
needs to preserve their independence including
supportive services to main tain their health and safety, in-home support services to perform activities of daily l i v i n g , c o n s e r v a t o r s t o a s s i s t w i t h p e r s o n a l c a r e a n d financial affairs, public ad ministration assistance to manage and resolve estate issues, and networks of
care to provide a wide variety of services and daily
assistance.

Various portions of the Housing Element describe characteristics of the senior population, the extent of their needs for affordable housing, housing designated for seniors, and City provisions to accommodate their need. Senior household growth in Lake Forest from 2010 to 2018 is shown in Table 31. The large increase in elderly persons is likely due to the residential growth experienced in Lake Forest as well as aging in place of Lake Forest’s residents.

Senior households increased by approximately 56.2% from 2010 to 2018. While seniors represent approximately

13.1% of the City’s population, senior households represent approximately 21.2% of total households, which is primarily due to the smaller senior household size.

Table 32 summarizes senior households by age and tenure . The majority of senior households are owners (5,324 or 87.4%). Approximately 12.6% of senior households (768), are renters. Lake Forest has a slightly higher percentage of owner-occupied elderly households than Orange County (18.5% vs. 18.1%), but a lower percentage of renter- occupied elderly households (2.7% vs. 5.8%). Elderly renters tend to prefer affordable units in smaller single-story structures or multi-story st ructures with an elevator, close to health facilities, services, transportation, and entertainment.

During the planning period, senior households are anticipa ted to increase at a rate commensurate with overall population and household growth. It is anticipated that approximately 21% of the City’s RHNA allocation will be needed or used by senior households . Senior housing types can include market rate homes, senior single-family housing communities, senior apartments, and mobile/manufactured homes.

TABLE 32: HOUSEHOLDER AGE BY TENURE (2018)
Age Group
Owners Renters
Number Percent Number Percent
65-74 years 3,429 64.4% 473 61.6%
75-84 years 1,494 28.1% 105 13.7%
85 plus years 401 7.5% 190 24.7%
TOTAL
5,324

18.5%
(of total
pop.)
768

2.7%
(of total
pop.)
Source: US Census, 2014-2018 ACS

TABLE 31: SENIOR POPULATION AND HOUSEHOLDS
(2010 & 2018)
Population 2010 2018
Number 7,011 10,801
Percent Change - 54.1%
Annual Percent Change - 6.8%
Households 2010 2018
Number 3,899 6,092
Percent Change - 56.2%
Annual Percent Change - 7.0%
Source: US Census, 2010; US Census, 2014-2018 ACS
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-40 The 2014-2018 ACS survey indicates that 9.9% of senior households in Lake Forest are below the poverty level. It is likely that a portion of these senior households overpay for housing due to their limited income. The median income of households with a head of household that is 65 years and over is $64,289; significantly less (38.4%) than the all- ages median household income of $104,449.

Senior Housing
A variety of housing types are available to the senior population. This section focuses on three basic types.

Independent Living – Housing for healthy seniors who are self-suffi cient and want the freedom and privacy of their own apartment or house. Many seniors age in place, and others move to residential communities which provide enhanced security, amenities and social activities geared towards a senior community.

Group Living – Shared living arrangements in which seniors live in proximity to their peers and have access to activities and special services.

Assisted Living – Provides the greatest level of support, incl uding meal preparation and assistance with other activities of daily living.

There are a number of licensed community care facilities in Lake Forest operating out of homes that serve elderly persons.

Furthermore, there is one commercially operating assisted living residential care facilities for the elderly in the City:
• Freedom Village, 23442 El Toro Road – senior living community offering independent and assisted living, and Alzheimer’s care
Several programs address the non-housing needs of seniors in Lake Forest. Additional support for senior residents is provided by the City-operated Clubhouse Senior Center , which serves as the primary site for senior programs offered by the City. Some of the programs and services provided at the Clubhouse include health screening and health care counseling, legal assistance, and driver safety courses. The City also partners with and funds the non- profit Age Well Senior Services organization to provide senior transportation services.

DISABLED PERSONS
A “disability” includes, but is not limited to, any physical or mental disability as defined in California Government Code Section 12926. A “mental disability” involves having any mental or psychological disorder or condition that limits a major life activity. A “physical disability” involves having any physiological disease, disorder, condition, cosmetic disfigurement, or anatomical loss that affects body systems. In addition, a mental or physical disability limits a major life activity by making the achievement of major life activiti es difficult including physical, mental, and social activities and working.

Physical, mental, and/or developmental disabilities could prevent a person from working, restrict a person’s mobility, or make caring for oneself difficult. Therefore, disabled persons often require special housing needs related to potential limited earning capacity, the lack of accessible and affordable housing, and higher health costs associated with disabilities. Additionally, people with disabilities require a wide range of different housing, depending on the type and severity of their disability. Housing needs can range from institutional care facilities to facilities that support partial or full independence (i.e., group care homes). Supportive services such as daily living skills and employment assistance may need to be integrated in the housing situation. • Individuals with a mobility, visual, or hearing limitation may require housing that is physically accessible.

Examples of accessibility in housing include widened doorways and hallways, ramps, kitchen and bathroom modifications (e.g., lowered counterto ps, grab bars, adjustable shower heads, etc.) and special sensory devices including smoke alarms and flashing lights.
• Individuals wit
h self-care limitatio ns (which can include persons with mobility difficulties) may require residential environments that include in-home or on-s ite support services ranging from congregate to Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-41 convalescent care. Support services may include medical therapy, daily livin g assistance, congregate dining, and related services.
• Individuals with developmental disabilities and other physical and mental conditions that prevent them from functioning independently may require assisted care or group home environments. • Individuals with disabilities may require financial assistance to meet their hous ing needs because a higher percentage than the population at large are low-income and their special housing needs are often more costly than conventional housing.

According to the 2014-2 018 ACS, there were 5,920 pers ons with one or more disabilities in Lake Forest. Of the disabled population, 55.0% were aged 5 to 64 and 44.6% were aged 65 and over. No disabilities were reported in the population aged 5 and under (except for hearing difficulty – 21 persons under 5 years of age). Table 33 shows the number of persons with one or more disability by type of disability.

TABLE 33: DISABILITIES BY DISABILITY TYPE (2018)
Type of Disability
Persons Ages 5-64 Persons Ages 65+ Total
Number Percent Number Percent Number Percent
Hearing Difficulty 812 24.9% 1,308 49.5% 2,141 36.2%
Vision Difficulty 456 14.0% 399 15.1% 855 14.4%
Cognitive Difficulty 1,480 45.4% 638 24.2% 2,118 35.8%
Ambulatory Difficulty 1,066 32.7% 1,568 59.4% 2,634 44.5% Self-Care Difficulty 567 17.4% 663 25.1% 1,230 20.8%
Independent Living
Difficulty 1,160 35.6% 1,282 48.5% 2,442 41.3%
Total Persons with One or
More Disabilities
1 3,258
100% /

55.0% of
disabled
2,641
100% /

44.6% of
disabled
5,920 100%
1A person may have more than one disability, so the total disabilities may exceed the total persons with a disability Source: US Census, 2014-2018 ACS
As shown in Table 34, the 2014-2018 ACS indicates that for individuals between the ages of 16 and 64, approximately 1,286 persons had some form or type of disability and were not in the labor force. This indicates that their disability may impede their ability to earn an adequate income, which in tu rn could affect their ability to afford suitable housing accommodations to meet their special needs. Therefore, many in this group may need housing assistance.

TABLE 34: DISABLED PERSONS BY EMPLOYMENT STATUS (2018)
Ages 16 to 64 Percent
Employed with Disability 1,261 44.9%
Unemployed with Disability 260 9.3%
Not in Labor Force 1,286 45.8%
Total 2,807 100%
Source: US Census, 2014-2018 ACS
While recent Census data does not pr ovide income levels or overpayment data for persons with a disability, the 2014-2018 ACS survey does report on in dicators that relate to a disabled person’s or household’s income. The 2014-2018 ACS data indicates that 583 Lake Forest residents with a disability are below the poverty level. It is likely that a portion of these disabled persons are in households that overpay for housing due to their limited income. The 2014-2018 ACS data indicates that 15.7% of households receiving food stamps or similar assistance have a Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-42 disabled member. Of the 4,521 households with a disabled member, 284 households receive food stamps or similar assistance. The 2014-2018 ACS data indicates that the median earnings for males 16 years of age and older with a disability was $24,453 compared with $60,898 for males with no disability. Median earnings for females 16 years of age and older with a disability was $29,500, compared to $41,142 for females with no disability.

The persons in the “with a disability” category in Tables 3-31 and 3-32 include persons with developmental disabilities. “Developmental disability” means “a disability that originates before an individual attains age 18 years, continues, or can be expected to continue, indefinitely, and constitutes a substantial disability for that individual.” This term includes intellectual disability, cerebral palsy, epilepsy, autism, and disabling conditions found to be closely related to intellectual disability or to require treatment similar to that required for individuals with intellectual disabilities, but does not include other handicapping conditions that are solely physical in nature.

While the U.S. Census reports on a broad range of disabilities, the Census does not identify the subpopulation that has a developmental disability. The California Department of Developmental Services (DDS) maintains data regarding people with developmental disabilities, defined as those with severe, life-long disabilities attributable to mental and/or physical impairments. The DDS data is reported by zip code, so the data reflects a larger area than the City of Lake Forest; however, the data was joined at the jurisdiction level by SCAG to approximat e the counts for Lake Forest.

The DDS/SCAG data indicates that 452 developmentally disabled persons reside in zip codes 92610, 92630, and 92679. Table 35 breaks down the develo pmentally disabled population by re sidence type. Of these persons, the majority (366) live at home with a parent or guardian and only 29 live independently.

TABLE 35: DEVELOPMENTALLY DISABLED PERSONS BY RESIDENCE TYPE (2018)

Home of
Parent/
Guardian
Independen
t/
Supported
Living
Community
Care
Facility
Intermediat
e Care
Facility
Foster/
Family
Home
Other TOTAL
Lake Forest* 366 29 36 11 5 5 452
*Data is for the Lake Forest portion of zip codes 92610, 92630, and 92679 Sources: CA DDS, 2020; SCAG 6th Cycle Data Package
Housing for Disabled Persons
Households with a disabled member will require a mixture of housing units with accessibility features, in-home care, or group care housing facilities. Some of these households will have a member with a developmental disability and are expected to have special housing needs. Developmenta lly disabled persons may live with a family in a typical single-family or multi-family home, bu t some developmentally disabled persons with more severe disabilities may have special housing needs that may include extended family homes, group homes, small and large residential care facilities, intermediate care, and skilled nursing facilities, and affordable housing such as extremely low/very low/low- income housing (both rental and ownership), Section 8/housing choice vouchers, and single room occupancy-type units.

Although there are no Adult Residentia l Facilities for Persons with Special He alth Care Needs, including physical, mental, and developmental disabilities in Lake Forest, there are ten licensed adult resident ial facilities operating in the City as of August 2021. Furthermore , there are service providers operating in the City such as BrightStar Care that provide in-home care to support people with disabilities like spina bifida and cerebral palsy. The Regional Center of Orange County offers services and support for persons with developmental disabilities by referring consumers to specific programs that meet their respective housing, work, educational, and leisure needs. In addition, in an effort to assist persons with developmental disabilities, the City previously and for many years allocated part of its CDBG funding to the non-profit Vocational Visions organization, which offers vocational traini ng and support services for consumers through community supported employment. 3 Residents with disabilities ca n also benefit from services offered by the Dayle McIntosh Center for the Disabled – South County Br anch in neighboring Laguna Hills. The

3 Vocational Visions did not apply for Fiscal Year 2021-2022 funding.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-43 center offers disabled persons a variety of services including peer support and advocacy, along with housing referral, and rental and hotel/motel assistance if needed.

The 2014-2018 ACS data indicates that fo r individuals between the ages of 5 and 64, approximately 1.3% of the total population of Lake Fore st have an ambulatory difficulty, 0.5% have a vision difficulty, 1.0% have a hearing difficulty, and 1.4% have an independent living difficulty. These types of disabilities may impede their ability to find suitable housing accommodations to meet their special needs. Therefore, many in these groups may need housing assistance. Households containing disabled persons may also need housing with universal design measures or special features to allow better physical mobility for occupants.

The 2014-18 ACS data also indicates that 4,521 households (15.7%) in Lake Forest had one or more disabled persons, including developmentally disabled persons. It is anticipated that this rate will remain the same during the planning period. Housing needed for persons with a disabilit y during the planning period is anticipated to include community care facilities or at-home supportive services for persons with an independent living difficulty or self-care difficulty (approximately 4.4% of the population), as well as housing that is equipped to serve persons with ambulatory and sensory disabilities. Approximately 15% of the City’s RHNA allocation, 484 units, may need to have universal design measures or be accessible to persons with a disability.

LARGE FAMILY HOUSEHOLDS
Large-family households are defined by the US Census Bureau as households of five or more persons. Large-family households are considered a special needs group becaus e there is often a limited supply of adequately sized housing to accommodate their needs. Generally, the more persons in a household, the more rooms are needed to accommodate that household. Specifically, to avoid bein g considered living in overcrowded conditions, a five- person household would require three or four bedrooms, a six-person household would require four bedrooms, and a seven-person household would require four to six bedrooms.

In Lake Forest, 2,852 households (9.9% of all households) have five or more persons as described in Table 21. Of the large households, 67.0% own their home and 33.0% rent. Typically, there are more owner-occupied large households that are cost burdened when compared to renter households and the population as a whole. However, the 2014-2018 ACS survey does not provide data regarding overpayment for large households. Table 36 compares the median income for households with five or more persons to the Citywide median income for 2018. For each large-family category, the median household income was higher versus the Citywide median of $104,449.

TABLE 36: MEDIAN INCOME BY HOUSEHOLD SIZE (2018)
Size Median Income
5-Person Households $152,095
6-Person Households $145,714
7 or More Person Households $124,087
Median Household Income (All Households) $104,449
Source: US Census, 2014-2018 ACS
Large families can have a difficult time finding housing units large enough to meet their needs. In Lake Forest, there appears to be a significant amount of both ownership ho using and rental housing available to provide units with enough bedrooms for larger households. Table 37 identif ies the number of large households by household size versus the number of large owner and re ntal units. While there are sufficient units in Lake Forest to accommodate large owner and renter households, it does not mean there is a match between housing units that exist and large families. As described in Table 20, 2.1% of owner-oc cupied homes and 10.7% of renter-occupied homes are overcrowded.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-44 TABLE 37: HOUSEHOLD SIZE VERSUS BEDROOM SIZE BY TENURE (2018) Tenure 3 BR Units
5 Person Households
4+ BR
Units
6 Person and Larger
Households
House-
holds
Shortfall/
Excess
House-
holds
Shortfall/
Excess
Owner 7,171 1,274 5,897 8,511 637 7,874
Renter 1,707 570 1,137 826 371 455
Source: US Census, 2014-2018 ACS
Large households typically require housing units with more bedrooms than needed by smaller households. In general, housing for these households should provide safe outdoor play areas for children and should be located to provide convenient access to schools and childcare facilities. These types of needs can pose problems particularly for large families that cannot afford to buy or rent single-family houses. It is anticipated that approximately 10% of the RHNA units will be needed to accommodate large households and an emphasis should be placed on ensuring rental units are available to large households.

SINGLE PARENT AND FEMALE-HEADED HOUSEHOLDS
Single parent households are househol ds with children under the age of 18 at home and include both male- and female-headed households. These households generally have a higher ratio between their income and their living expenses (that is, living expenses take up a larger shar e of income than is generally the case in two-parent households). Therefore, finding affordable, decent, and sa fe housing is often more di fficult for single parent and female-headed households. Additionally, single parent and female-headed households have special needs involving access to daycare or childcare, health care, and other supportive services.

While the majority of households in Lake Forest are either couples or single person households, 21.8% of family households are headed by a single male or single female. There are 1,226 male heads of household with no spouse present and 413 of these households have children under 18. There is a larger number of female householders with no spouse present – 3,378 househol ds or 11.8% of family households – and 1,702 of these female-headed households have children under 18. Table 38 identifies single parent households by gender of the householder and presence of children.

The median income of female-heade d households (no spouse present) is $68,933, 17.4% less than the median income of a male-headed, no spouse present family ( $83,458) and 34.0% less than the median income of all households in the City ($10 4,449). Approximately 3.2% of households ar e under the poverty level while 18.9% of female-headed households with related children under 18 years of age are under the poverty level.

TABLE 38: FAMILIES AND FEMALE HOUSEHOLDER WITH CHILDREN UNDER 18 (2018) Category Number Percent
Total Families 21,128 100%
Male householder, no wife present 1,226 4.3%
With children under 18 413 1.4%
Female householder, no husband present 3,378 11.8%
With children under 18 1,702 5.9%
Source: US Census, 2014-2018 ACS
As Lake Forest’s population and households grow, there will be a continued need for supportive services for single parent households with children present.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-45 In addition, the creation of innovative housing for female-headed households could include co-housing developments where childcare and me al preparation responsibilities can be shared. The economies of scale available in this type of housing would be advantageous to this special-needs group as well as all other low-income household groups. Limited equity cooperatives sponsored by non-profit housing develo pers are another financing structure that could be considered for the benefit of all special-needs groups.

FARMWORKERS
Farmworkers are traditionally defined as persons whose primary incomes are earned through permanent or seasonal agricultural labor. Following changes in the area’s economy, Orange County toda y is a mostly developed urban/suburban region with a strong local economy that is not tied to an agricultural base. While there are still active farming areas on the Irvine Ranch and in other cities, shifts in the County’s economy to manufacturing, technology, and service-oriented sectors have sign ificantly curtailed agricultural production. Furthermore, the only agricultural operation existing in Lake Forest in recent years – th e 126-acre Nakase Brothers Wh olesale Nursery, closed in 2020. The site was approved for redevelopment in January 2020. A master-planned community designed to include more than 540 housing units will be developed on the Nakase site.

The 2014-2018 ACS data estimates that only 140 (less than 1% of the working population) of Lake Forest’s residents were employed in agriculture (or related industries – forestry, fishing and hunting, mining) in 2018. Given the limited active agriculture operations in and around the City, the number of residents employed in agriculture as opposed to those employed in forestry, fishing and hun ting, or mining is likely to be smalle r than 140. In addition, it is possible (although statistics are not available) that a number of active farmworkers are not full-time residents of Lake Forest and migrate into the area depending on seasonal crop harvest. The United States Department of Agriculture (USDA) estimates that there were just 340 migrant farmworkers in Orange County in 2017. USDA estimates that 666 farmworkers worked seasonally (hired for a period of less than 150 days) in Orange County in 2017, while 1,106 farmworkers in Orange County were pe rmanent (hired for a period of gr eater than or equal to 150 days). Such farmworkers may find temporary housing by living with relatives, or short-term rental of a single unit for several families, resulting in overcrowded conditions.

Although there is not a significant need for farmworker housing in Lake Forest, the City allows agricultural uses within the A-1 and OS zones, and therefore fa rmworker housing must be allowed as an accessory use pursuant the California Employee Housing Act. The City revised the Zoning Code in June 2015 to comply with the California Employee Housing Act.

HOMELESS PERSONS
Government Code Section 65583(a)(7) requires that the Ho using Element include an analysis of the needs of homeless persons and families. Homeless persons are defined as those who lack a fixed and adequate residence.

People who are homeless may be chronically homeless (perhaps due to substance abuse or mental health issues) or situationally homeless (perhaps result ing from job loss or family strife). Homeless people face critical housing challenges due to their very low incomes and lack of appr opriate housing. Thus, State law requires jurisdictions to plan to help meet the needs of their homeless populations.

The law also requires that each jurisdiction address co mmunity needs and available resources for special housing opportunities known as transitional and supportive housing. These housing types provide the opportunity for families and individuals to “transition” from a homeless condition to permanent housing, often with the assistance of supportive services to assist individuals in gaining necessary life skills in support of independent living.

Homeless Estimates
Counting the homeless population is problematic due to t heir transient nature; however, through the efforts of the Orange County Continuum of Care (CoC) estimates have been developed. The Orange County CoC is a consortium of individuals and organizations with the common purpose of developing and implementing a strategy to address homelessness in Orange County. The Orange County CoC is responsible for managing U.S. Department of Housing and Urban Development (HUD) funds for homelessness and is uniquely positioned to identify system needs and take steps to address them with the collaboration and partnership of community stakeholders.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-46 As the primary coordinating body for homeless issues and assistance for the entire county, the Orange County CoC accomplishes a host of activities and programs vital to the County, including a biennial point-in-time “snapshot” survey to identify and assess the needs of both the sheltered and unsheltered homeless. Orange County’s 2019 Point-In-Time sheltered count took place the night of Tuesday, January 22, 2019. Emergency shelters and transitional housing programs collected client-level demographic information from individuals and families staying the night in each program. The 2019 Point-In-Time unsheltered count process took place over two days, Wednesday, January 23 and Thursday, January 24, to ensure the 800 square mile County jurisdiction was canvassed effectively.

The 2019 Point-In-Time Report identified 112 people in the City of Lake Forest experiencing homelessness, representing 1.6% of Orange County’s total homeless count (6,860 individuals). An estimated 76 (67.9%) of the 112 homeless individuals in Lake Forest were unsheltered and an estimated 36 (32.1%) were sheltered. From the 2017 to the 2019 Homeless Count, there was an increase of homeless individuals counted in Orange County from 4,792 to 6,860, which is a 43% increase. This has been a greater increase in the County of homeless counts compared to previous years. In comparison, from 2015 to 2017, there was a 14% increa se in the homeless count in Orange County. Primarily, the increase from 2017 to 2019 in the County was unsheltered individuals, which increased from 2,584 individuals in 2017 to 3,961 individuals in 2019.

Housing Accommodations
In 2013, the City amended the Zoning Code to allow 1) emergency shelters by ri ght in the City’s industrial zoning districts, subject to compliance with objective standards consistent with the requirements identified in Government Code Section 65583(a)(4), and 2) transitional and supportive housing by ri ght in all residential zoning districts and subject only to the same requirements for residential uses of the same type (e.g., single-family or multi-family) in the same zone. The Housing Plan includes policies and progra ms directed to encourage the provision of housing and services for the homeless population as well as persons and households at-risk of homelessness.

Currently (2021), there are several transitional housing units operating in the City. Lake Forest also supports a regional effort among the various local agencies making up the South Service Planning Area of Orange County, which includes 12 cities (Lake Forest, Aliso Viejo, Dana Point, Irvine, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Mission Viejo, Rancho Santa Margarita, San Clemente, and San Juan Capistrano).

The most recent inventory of resources available within Orange County for emergency shelters, transitional housing, and permanent supportive housing units comes from the 2019 Housing Inventory reported to HUD by the Orange County CoC. Table 39 shows the total nu mber of beds offered by homeless facilities in the Orange County CoC area.

TABLE 39: HOMELESS FACILITIES (2019)*
Facility Type
Orange County CoC Region
Family Units Family Beds Adult-Only Beds Total Year-Round Beds
Emergency Shelter 170 574 1,401 1,989
Transitional Housing 272 816 289 1,105
Permanent Supportive Housing 213 518 1,725 2,243
Rapid Re-Housing 149 615 159 774
Other Permanent Housing 8 16 92 108
TOTAL UNITS/BEDS 812 2,539 3,666 6,219
*Numbers are for the total Orange County Continuum of Care region for which Lake Forest is a participating member Source: HUD 2019 Continuum of Care Homeless Assistance Programs, Housing Inventory Count Report

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-47 • Emergency Shelters – Six emergency shelters are available to provide services in the South Service Planning Area of the CoC jurisdiction – CSP Youth Shelter (Laguna Beach), Cold Weather Shelter (Laguna Beach), Friendship Shelter (Laguna Beach), Gilchris t House (San Clemente), Human Options (Irvine), and Laura’s House (San Clemente). According to the HUD 2019 Continuum of Care Housing Inventory Count Report for the Orange County CoC, a total of 1,989 year-round emergency shelter beds and 400 seasonal beds are available in the Orange County CoC region. During the 2019 point-in-time survey, the CoC found that the average occupancy for emergency shelter beds was 79.2%. • Transitional Housing – Sometimes referred to as “bridge” housing, provides housing accommodations and support services for persons and families, but restri cts occupancy to no more than 24 months. In the Orange County CoC region, a total of 1,105 transitional housing beds are provided. Transitional housing providers nearest to Lake Forest include Families Forward, Friendship Shelter, Henderson House, Hope’s House, Gilchrist House, Kathy’s House, Laura’s House, South County Outreach, and Toby’s House. The 2019 point-in-time survey found that the average occu pancy for transitional housing beds was 78.2% at the time of the survey.
• Permanent Supportive Housing – Supportive housing has no limit on le ngth of stay and is linked to onsite or offsite services that assist residents in retaining the housing, improving their health status, and maximizing their ability to live and, when possible, work in t he community. A total of 2,243 permanent housing beds are provided in the Orange County CoC region.
• Rapid Re-Housing – Rapid re-housing provides short-term rental assistance and services. The goals are to help people obtain housing quickly, increase self-sufficiency, and stay housed. • Other Permanent Housing – Consists of permanent housing with se rvices (no disability required for entry) and permanent housing with housing only.

Assessment of Need
Based on the available information, there is a countywide homeless populati on of 6,860 persons but only 6,219 beds, indicating an unmet demand for 641 homeless persons. It is note d that the 2019 Point-in-Time survey identified 2,899 sheltered homeless persons and 3,961 unsheltered homeless persons (36 sheltered and 76 unsheltered for Lake Forest). The discrepancy between sheltered homeless persons and the County’s total capacity to house homeless persons indicates a need for additional community services resources to assist and match the homeless population with the Countywide shelter and housing resources. Overall, the average bed-utilization rate for emergency shelters is 79.2% and is 78.2% for transitional housing, ac cording to the Point-in-Time survey information. Although there are seasonal fluctuations in bed counts, these figures demonstrate a demand for supportive housing.
3I. Units at Risk of Conversion

ASSISTED HOUSING AT RISK OF CONVERSION
California housing element law requires jurisdictions to pr ovide an analysis of low-income, assisted multi-family housing units that are eligible to change from low-income housing uses during the next 10 years (2021-2031) due to termination of subsidy contracts, mortgage prepayment, or expiration of restrictions on use (Government Code 65583). These units risk the termination of various subsidy groups which could convert certain multifamily housing from affordable to market rate. State law requires housing elements to assess at-risk housing in order to project any potential loss of affordable housing.

The California Housing Partnership (CHP) provides data on assisted housing units, including those in Lake Forest.

Table 40 indicates the extent of subsidized multifamily rental housing in the City, the subsidy programs that are in place for each project, and the likelihood of current housing assisted projects to convert to market rate projects Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-48 that would not provide assistance to lower income residents. The City has identified 11 units at-risk of conversion during the next 10 years (2 at moderate risk, 8 at high risk, and 1 at very high risk).

TABLE 40: SUMMARY OF AT-RISK SUBSIDIZED HOUSING UNITS
Project/Address
No. & Type of
Units
Type of
Subsidy Current Owner
Earliest Date
of
Conversion Risk
Shelter for The Homeless
(formerly American Family
Housing)
20927 Serrano Creek Road
1 / affordable CDBG Shelter for The Homeless 2024 High Saguaro Apartments
23201 Saguaro Street 4 / affordable
Purchased
from Lake
Forest
Housing
Authority
Families Forward 2071 Low
SCO Transitional Housing Condo
Units
1 / transitional CDBG
South County Outreach
2022 Very High
1 / transitional CDBG 2023 High
2 / transitional CDBG 2024 High
2 / transitional CDBG 2025 High
2 / transitional CDBG 2026 High
Madrid Transitional Housing
Condo Units
22702, 22706 Madrid Drive
2 Family
Redevelop
ment
Agency
Housing
Set-Aside
Unreserved
Funds
2030 Moderate
The Arroyo at Baker Ranch
100 Indigo Place 187 Family LIHTC Meta Housing Corporation 2069 Low Sources: California Housing Partnership, January 2021; SCAG 6th Cycle Data Package

PRESERVATION OPTIONS
Depending on the circumstances of the at-risk projects, di fferent options may be used to preserve or replace the units. The following discussion highlights ways that the City ’s eight very high- or high-risk units (SCO Transitional Housing Condo Units) could be preserved as affordable ho using. All of the presented alternatives are costly and beyond the ability of the City of Lake Forest to manage without large amounts of subsidy from federal and/or state resources.

Option 1: Replacement Through New Construction of Replacement Units The construction of of new lower income housing units is a means of replacing the at-risk units should they be converted to market-rate. The cost of developing new housing depends on a variety of factors such as density, size of units, location and relate d land costs, and type of construction. Assuming an average development cost of $200350,000 per unit for condominium housing, replacement of the 8 11 at-risk units would require approximately $1,600,0003,850,000, excluding land costs, which vary depending upon location.

Purchase of Replacement Units
One preservation option is for a non-profit organization to purchase similar units. By purchasing similar units, a non- profit organization can secure lower-income restrictions and potentially enable the project to become eligible for a greater range of governmental assistance. The cost of purchasing similar units depend s on a number of factors, including the market conditions at the time, occupancy rate, and the physical condition of the units to be acquired.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-49 Current market value for the at-risk units is estimated on the basis of the units’ potential annual income, and operating and maintenance expenses. The estimated market value of Lake Forest’s current stock of at-risk affordable housing is $2,500,000. This estimate is provided for the purpose of comparison and understanding the magnitude of costs involved and does not represent the precise market value of the at-risk units or units that could be purchased to offset converted units. The actual mark et value at time of sale would depend on market and property conditions, lease-out/turnover rates, among other factors.

Option 2: Purchase of Affordability Covenants
Another option to preserve the affordability of at-risk projects is to provide an incentive package to the owners to maintain the projects as affordable housing. Incentives could include writing down the interest rate on the remaining loan balance, and/or supplementing the subsidy amount received to market levels.

To purchase the affordability covenant on these projects, an incentive package should include interest subsidies at or below what the property owners ca n obtain in the open market. To enhanc e the attractiveness of the incentive package, the interest subsidies may need to be combined with rent subsidies that supplement the HUD fair market rent levels.

Option 3: Rental Assistance
Tenant-based rent subsidies could be used to preserve the affordability of housing. Rent subsidies using alternative State or local funding sources could be used to maintain affordability. Subsidies could be structured similar to the Section 8 program, where HUD pays the owners the diffe rence between what tenants can afford to pay (30% income) and what HUD establishes as the Fair Market Rent. The level of the subsidy required to preserve the at-risk units is estimated to equal the Fair Market Rent (FMR) fo r a unit minus the housing cost affordable by a very low- income household. Approximately $ 5,2566,105 in rent subsidies would be required monthly (or $ 36,07273,260 annually). Assuming a 20-year affordability period, the total subsidy is about $1,261,4401,465,000, and assuming a 55-year affordability period, the total subsidy is about $4,029,300. .

Cost Comparisons
In terms of cost effectiveness for preservation of the 11 at-risk units, 55 years’ worth of rent subsidies ($4 million) is fairly comparable to the cost of construction of repla cement units ($3.85 million); however the cost identified to construct replacement units excludes the price of land, which can add a signif icant expense to the overall project.

While the cost of purchasing t he affordability covenants is unknow n, it is possible that it would provide a cost- effective strategy for preserving the at-risk units and should be explored further to support the City’s preservation objectives. The following are strategies the City will undertake to work towards preservation of the 11 at-risk units in these projects:
• Monitor At-Risk Units: Contact property owners within at least one year of the affordability expiration date to discuss City’s desire to preserve as affordable housing. • Explore Funding Sources/Program Options: As necessary, contract with the California Housing Partnership Corporation to explore outside funding sources and program options for preservation. • Purchase of Affordability Covenants: Proactively identify potential part ners interested in purchasing and extending expiring affordability covenants.
• Tenant Education: Property owners are required to give a twelve-month notice of their intent to opt out of low-income use restrictions. The City will work with tenants, and as necessary contact specialists like the California Housing Partnership to provide education regarding tenant rights and conversion procedures.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-50

ESTIMATES OF HOUSING NEED
Several factors influence the degree of demand, or "need," for housing in Lake Forest. The major needs categories considered in this element include:
• Housing needs resulting from the overcrowding of units • Housing needs that result when households pay more than they can afford for housing • Housing needs of "special needs groups" such as el derly, large families, female-headed households, households with a disabled person, farm workers, students, and the homeless State law requires that cities quantify existing housing need in their Housing Element.

Table 41 summarizes those findings.

TABLE 41: SUMMARY OF NEEDS
Summary of Households/Persons with Identified Housing Need Percent of Total City Population/Households
Households Overpaying for Housing:
% of Renter Households Overpaying 50.6%
% of Owner Households Overpaying 28.1%
% of Extremely Low income Hous eholds (0-30% AMI) Overpaying 80.5% % of very low income Househ olds (0-30% AMI) Overpaying 76.6% % of Low income Households (0-30% AMI) Overpaying 63.7% Overcrowded Households
% of Overcrowded Renter Households 10.7%
% of Overcrowded Owner Households 2.1%
% of All Overcrowded Households 4.8%
Special Needs Groups:

Elderly Households

13.1% of pop.

21.2% of households
Disabled Persons 7.1% of pop.

Developmentally Disabled Persons 0.5% of pop
Large Households 9.9% of households
Female Headed Households 11.8% of households
Female Headed Households with Children 5.9% of households Farmworkers 0.2% of labor force
Homeless 112 persons (2019)
Affordable Housing Units At-Risk of Conversion to Market Rate Costs 811 Source: US Census, 2014-2018 ACS; Orange County Regional Analysis of Impediments to Fair Housing Choice Item: 9
222

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-51

4. Constraints

Constraints to housing development are defined as government measures or non-governmental conditions that limit the amount or timing of residential development.

Government regulations can constrain the supply of housing available in a community if the regulations limit the opportunities to develop housing, impose requirements that unnecessarily increase the cost to develop housing, or make the development process so arduous as to discourage housing developers. State law requires housing elements to contain an analysis of the governmental constraints on housing maintenance, improvement, and development (Government Code Section 65583(a)(4)).

Non-governmental constraints (required to be analyzed under Government Code Section 65583(a)(5)) may include land prices, construction costs, and financing. While local governments cannot control prices or costs, identification of these constraints can be helpful to Lake Forest in formulating housing programs. 4A. Governmental Constraints
Housing affordability is affected by fact ors in both the private and public sect ors. Actions by the City can have an impact on the price and availability of housing in Lake Forest. Land use controls, site improvement requirements, building codes, fees, and other local programs intended to improve the overall quality of housing may also serve as a constraint to housing development. These governmental constraints can limit the operations of the public, private, and non-profit sectors, making it difficult to meet the demand for affordable housing and limiting supply in a region.

All City zoning regulations, development standards, specific plans, and fees are posted online and available to the public, consistent with the requirements of AB 1483.

LAND USE CONTROLS
Local land use policies and regulations impact the price an d availability of housing, i ncluding affordable housing.

This section discusses the General Plan land use designatio ns and provisions in the Zoning Code that specify the types of housing allowed within Lake Forest as a potential governmental constraint.

General Plan
The General Plan Land Use Element establishes land use de signations that specify the allowed types, locations, and intensities or densities of land uses in the City. The Zoning Code (Title 9 of the Municipal Code) implements the General Plan by providing land use regulations and development standards for each zoning district.

Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-52 Table 42 shows General Plan residential land uses designations, the most common corresponding zoning designation(s), and permitted densities allowed for housing as specified in the General Plan.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-53 TABLE 42: GENERAL PLAN RESIDENTIAL LAND USE DESIGNATIONS General Plan
Designation 1 Description Zoning District
Very Low Density
Residential (VLDR)
Provide for development of single-family dwellings and
accessory buildings. Allows a density of 0-2 du/ac.

R1 – Single-Family
Residential District
RS – Residential
Single-Family District
Low Density
Residential (LDR)
Provide for development of single-family dwellings and
accessory buildings. Allows a density of 2-7 du/ac.

R1 – Single-Family
Residential District
RS – Residential
Single-Family District
Low-Medium Density
Residential
Provides for development of a wide range of living
accommodations, including single-family detached and
attached dwelling units, mobile homes, duplexes, and
multiple-family dwellings, such as townhomes,
condominiums, apartments, an d cooperatives. Allows a
density of 7-15 du/ac
R4 – Suburban Multi-
Family Residential
District
RP – Residential
Professional District
Medium Density
(MDR) Residential
For the development of a wide range of living
accommodations, including single-family dwellings, and
multiple-family dwellings, such as townhomes,
condominiums, apartments, and cooperatives. This
designation allows for a density of 15-25 du/ac.

R2 – Multi-family
Dwelling District
High-Density
Residential (HDR)
For the development of a wide range of living
accommodations, including sing le-family dwelling units and multiple-family dwellings, such as townhomes,
condominiums, apartments, and cooperatives. This
designation allows a density of 25 – 43 du/ac.

R2 – Multi-family
Dwelling District
Mixed-Use 32
(MU-32)
For mixtures of commercial, offi ce, and residential uses in the same building, on the same parcel of land, or within the same area. This designation allows a maximum density of 32 du/ac.

R2 – Multi-family
Dwelling District1
Mixed-Use 43
(MU-43)
For mixtures of commercial, offi ce, and residential uses in the same building, on the same parcel of land, or within the same area. This designation allows a maximum density of 43 du/ac.

R2 – Multi-family
Dwelling District1
Urban Industrial 25
(UI-25)
For a mix of traditional light industrial and commercial uses, as well as live-work units and home-based businesses. This designation allows a maximum density of 25 du/ac.

R2 – Multi-family
Dwelling District1
Urban Industrial 43
(UI-43)
For a mix of traditional light industrial and commercial uses, as well as live-work units and home-based businesses. This designation allows a maximum density of 43 du/ac.

R2 – Multi-family
Dwelling District1

1. The City is preparing new mixed-use zoning standards to implement the mixed-use land use designations identified in the General Plan. New mixed-use zoning for these areas will be adopted by early 2022 and will be consistent with the densities set forth by land use designations in the General Plan. Until the adoption of new mixed-use development standards, the current zoning standards apply.

2. The City has numerous zones associated with its Planned Communities, as described below. Zones contained within a Planned Community must be consistent with the General Plan Land Use Designation and provide standards specific to the Planned Community.

Sources: City of Lake Forest General Plan, 2020; City of Lake Forest Zoning Code, 2021 Item: 9
225

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-54 Planned Communities
Much of the land use in Lake Forest is based on pre-incorporation planning for ten largescale Planned Communities (PCs). The existing PCs include Baker Ranch, El Toro, Foothill Ranch, Lake Forest, Nakase, Pacific Commercentre, Portola Hills, Rancho de Los Alisos, Rancho Serrano, and Serrano Highlands. Several of these PCs are the subject of development agreements that specify the density of development allowed. Future development in these areas must comply with the PC District regulations and any applicable development agreement.

Many of the development standards found in the PCs are similar to the R1 and RS zoning found in the City’s Zoning Code. Two of the largest PCs, Lake Forest PC and Rancho De Los Alisos PC, allow for smaller and more flexible side yard setbacks and allow for clus ter development. Several PCs include a “High Density Residential” or “Heavy Density Residential” zone, which allow a variety of multi- family residential uses. The Baker Ranch, Foothill Ranch, and Portola Hills Planned Communities have mixed-use zones.

Zoning Code
Land use policies in the General Plan are implemented primarily through the Zoning Code. The Zoning Code provides for a range of densities and residential uses and is designed to protect and promote the health, safety, and general welfare of residents, which includes preserving the character and integrity of established residential neighborhoods.

To that end, the City has established specific development standards that apply to residential construction in various districts. These may include, but are not limited to, densit y, lot coverage, building height, parking standards, and other requirements. The City initiated an update to its Zoning Code in early 2021 to develop new mixed-use zoning standards to implement the City’s 2040 General Plan. These standards will be adopted by early 2022.

Table 43 through Table 53 show development standards in the Zoning Code.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-55 TABLE 43: RESIDENTIAL ZONING DISTRICTS FROM ZONING CODE Zoning
District
Setbacks (ft) From
Ultimate Street
R.O.W.

B – Five (5) feet: and one (1) foot for each additional story over two (2).

C – Ten (10) feet one (1) side only or ten (10) feet total of two (2) sides combined.

D – In computing the depth or a rear setback from any building where such setback opens on an alley, private street, public park or public beach, one-half of the width of such alley, street park or beach may be deemed to be a portion of the rear setback, except that under this provision, no rear setback shall be less than fifteen (15) feet.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-56 TABLE 44: BAKER RANCH PLANNED COMMUNITY
Zoning
District
Setbacks (ft) From
Ultimate Street
R.O.W.

N/A N/A
Source: City of Lake Forest
Notes:

M - A minimum 8 foot setback is required from building elevations with a front entry.

N - Planning Area 5B has a 35 foot maximum height.

P - A single family dwelling unit has maximum height of 35 feet.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-57 TABLE 45: EL TORO PLANNED COMMUNITY
Zoning
District
Setbacks (ft)
From Ultimate
Street R.O.W.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-58 TABLE 46: FOOTHILL RANCH PLANNED COMMUNITY Zoning
District
Setbacks (ft)
From Ultimate
Street R.O.W.

Setbacks (ft) from
property line not
abutting a street
Setbacks Panhandle
building site from any
property line
Minimum Lot Size (sq ft)
Minimum distance (ft)
between Principal
Structures
Maximum Building
Height (ft)
Maximum Lot Coverage
Area (sq ft) per Unit
Front
Side
Rear
Side
Rear
Detached
(conventional) 5* 10 10 C 10 N/A 3,000 N/A 35 N/A N/A
Attached
Single-Family
Dwelling
5* 10 5 0 0 N/A 2,000 N/A 35 N/A N/A
Cluster
Subdivision E N/A N/A 35 70% N/A
Multiple-Family
Dwellings
(Apartments &
Condominiums)
E 5,000 N/A N/A 60% 1,000
Source: City of Lake Forest
Notes:
* Garage and carport placement – The point of vehicular entry to a garage or carport shall be a distance of five (5) feet or less, or eighteen (18) feet or more from the back of sidewalk, or if there is no sidewalk, from the back of curb. Automatic garage door openers are required for garages set back less than eighteen (18) feet to the point of vehicular entry.

C - Ten (10) feet one (1) side only or ten (10) feet total of two (2) sides combined.

E - 10’ from any exterior boundary line of the project. No setback from any individual building site’s property line development unit or lot except as required to comply with the UBC; Multiple-Family Dwellings require 25’ minimum from property lines abutting single family residential areas.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-59 TABLE 47: LAKE FOREST PLANNED COMMUNITY
Zoning
District
Setbacks (ft)
From Ultimate
Street R.O.W.

10* 10 10 G G N/A 5,000 N/A 35 60% 5,000
HIDR – Multiple-
Family
Residential
F, G, J N/A N/A N/A 60 60% 2,400
Heavy Density
Residential
(HEDR) –
Multiple Family
Residential
F, G, J N/A N/A N/A 35 60% 2,400
HEDR – SFR 10* 10 10 C 0 N/A
Source: City of Lake Forest
Notes:
* Garages must be a minimum of 20’ from R.O.W. or back of sidewalk, whichever is closer.

C - Ten (10) feet one (1) side only or ten (10) feet total of two (2) sides combined F - The minimum setback distance between any building or structure and street right-of-way or back of sidewalk shall be 10’.

G - The minimum side and rear setback is 0 ’, except 5’ setback from property line between detached adjacent structures or single-dwelling units.

H - 10’ from any exterior boundary line of the project. No setback from any individual building site’s property line development unit or lot; except as required to comply with the UBC.

J - When there is a difference in elevation of 3’or more between adjacent building pads on lots having a common side property line, “R1” side yard regulations shall apply to that common side yard only.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-60 TABLE 48: NAKASE PLANNED COMMUNITY Zoning
District
Setbacks (ft) From
Ultimate Street
R.O.W.

Q - The minimum front setback from a private court or motor court is 3 feet.

R - 5 feet/15 feet , with a minimum 35% of the rear elevation at 15 foot setback S - 5 feet/15 feet , with a minimum 35% of the rear elevation at 15 foot setback.

T - 5 feet/15 feet , with a minimum 45% of the rear elevation at 15 foot setback.

U - 5 feet/10 feet , with a minimum 45% of the rear elevation at 10 foot setback.

V - Entry door to front door requires a 20 foot minimum separation.

W - If attached garages are included in the project then 70% lot coverage allowed.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-61 TABLE 49: PORTOLA HILLS PLANNED COMMUNITY
Zoning
District
Setbacks (ft)
From Ultimate
Street R.O.W.

Setbacks (ft) from
property line not
abutting a street
Setbacks Panhandle
building site from any
property line
Minimum Lot Size (sq ft)
Minimum distance (ft)
between Principal
Structures
Maximum Building
Height (ft)
Maximum Lot Coverage
Area (sq ft) per Unit
Front
Side
Rear
Side
Rear
Detached SFD
(rural estate) 20 8 25 8 25 N/A 1 acre N/A 35 N/A N/A
Detached SFD
(conventional) 10* 10 10 C 10 N/A 3,000 N/A 35 N/A N/A
Attached SFD
(conventional) 10* 10 10 0 0 N/A 2,000 N/A 35 N/A N/A
Cluster
Subdivision E N/A N/A 35 70% N/A
Multiple-Family
Dwellings
(Apartments &
Condominiums)
E 5,000 N/A 35 or K 60% 1,000
Source: City of Lake Forest
Notes:
* Garage and carport placement – The point of vehicular entry to a garage or carport shall be a distance of five (5) feet or less, or eighteen (18) feet or more from the back of sidewalk, or if there is no sidewalk, from the back of curb. Automatic garage door openers are required for garages set back less than eighteen (18) feet to the point of vehicular entry.

C – Ten (10) feet one (1) side only or ten (10) feet total of two (2) sides combined.

E – 10’ from any exterior boundary line of the project. No setback from any individual building site’s property line development unit or lot except as required to comply with the UBC; Multiple-Family Dwellings require 20’ minimum setback from any exterior property lines.

K – Sub-Planning Areas F1 an F2 of the Portola Hills Area Plan have a maximum height of 45 feet.

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233

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-62 TABLE 50: RANCHO DE LOS ALISOS PLANNED COMMUNITY
Zoning
District
Setbacks (ft) From
Ultimate Street
R.O.W.

Setbacks (ft) from
property line not
abutting a street
Setbacks Panhandle
building site from any
property line
Minimum Lot Size (sq ft)
Minimum distance (ft)
between Principal
Structures
Maximum Building
Height (ft)
Maximum Lot Coverage
Units/ Acre
Front
Side
Rear
Side
Rear
Low Density
Residential
(LDR)
10* 10 10 C 0 N/A 7,000 N/A 35 50% 2
Medium Density
Residential
(MDR) – Single
Family
Residential
(SFR)
10* 10 10 C 0 N/A 3,000 N/A 35 60% 9
MDR – other
than SFR 20 5 25 5 25
or D N/A 3,000 N/A 35 60% 9
High Density
Residential
(HIDR)
10* 10 10 0 0 N/A 3,000 N/A 35 60% 18
Heavy Density
Residential
(HEDR)
10* 10 10 0 0 N/A 3,000 N/A 60 60% 30
Source: City of Lake Forest
Notes: Additional building setbacks: a) The minimum setback from arterial highways for all buildings shall be 25’ plus 5’ for each story above 2 stories. b) The minimum setback between single family and multiple family main buildings or mobile homes shall be 25’ plus 5’ for each story above 2 stories of the multiple family building.
* Garages must be a minimum of 20’ from R.O.W. or back of sidewalk, whichever is closer (Section 7-9-137.1) C – Ten (10) feet one (1) side only or ten (10) feet total of two (2) sides combined.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-63 TABLE 51: RANCHO SERRANO PLANNED COMMUNITY Zoning
District
Setbacks (ft) From
Ultimate Street R.O.W.

C – Ten (10) feet one (1) side only or ten (10) feet total of two (2) sides combined.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-64 TABLE 52: SERRANO HIGHLANDS PLANNED COMMUNITY
Zoning
District
Setbacks (ft) From
Ultimate Street
R.O.W.

Setbacks (ft) from
property line not
abutting a street
Setbacks Panhandle
building site from any
property line
Minimum Lot Size (sq ft)
Minimum distance (ft)
between Principal
Structures
Maximum Building Height
(ft)
Maximum Lot Coverage
Units/ Acre
Front
Side
Rear
Side
Rear
Medium
Density
Residential
(MDR) –
Conventional
Subdivision
10* 10 10 0 0 N/A 5,000 N/A 35 50% 5
Medium
Density
Residential
(MDR) –
Planned
Concept
Subdivision
10* 10 10 0 0 N/A N/A N/A 35 N/A 5
High Density
I Residential
(HIDR1)
10* 0 0 0 0 N/A N/A N/A 35 or L 60% 13
High Density
II Residential
(HIDR2)
10* 0 0 0 0 N/A N/A N/A 35 or L 60% 18
Source: City of Lake Forest
Notes:
* Garage and carport placement – The point of vehicular entry to a garage or carport shall be a distance of five (5) feet or less, or twenty (20) feet or more from the back of sidewalk, or if there is no sidewalk, from the back of curb. Automatic garage door openers are required for garages set back less than five (5) feet to the point of vehicular entry.

L- Unless a greater height is specifically approved on the site plan by the Planning Commission.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-65 Flexibility in Development Standards
The City’s Municipal Code includes different processes that would allow for housing developers to either create new development standards or to deviate from existing development standards, as follows: . • The City has a Planned Development overlay zoning district that allows deviation from specific development standards for planned development projects. (Lake Forest Municipal Code Section 9.124) • Many of the City’s Planned Communities include a process for an alternative development standards. (Baker Ranch Planned Community, Foothill Ranch Planned Community, Nakase Planned Community, and Portola Hills Planned Community)
• An Area Plan is required for larger residential developments. The Area Plan process allows for the creation of development standards for the specific housing development (Lake Forest Municipal Code Section

9.184.020).
• For affordable housing projects, the City allows incentives, which usually include deviations from development standards, and density bonuses (Lake Forest Municipal Code Chapter 9.152).

Analysis of Land Use Controls
The City has considered and analyzed all relevant land use controls as potential constraints on a variety of housing types, both independently and cumulatively with other land use controls. This analysis, as outlined above, includes reviewing current General Plan guidance (updated in 20 20), and existing zoning standards including standards identified for the City’s Planned Communities.

As previously mentioned, the City adopted new mixed-use land use districts as part of its comprehensive General Plan Update in 2020 and is currently preparing mixed-use zoning standards to implement the densities identified for these land use categories. The City has included Program 1 as part of the Housing Plan to commit the City to prepare, adopt, and implement new zoni ng standards consistent with the dens ities and intensities identified in the General Plan. At this time, if an application was to be submitted for a site designated for mixed-use with no applicable zoning standards, the City would work with the applicant to prepare specific Planned Community standards for the site and/or a Specific Plan which would set customized zoning consistent with the land use parameters identified in the General Plan. The City is committed to allowing the densities and intensities identified for mixed-use development even as the final zoning standards are being prepared. Gi ven this commitment and the City’s inclusion of specific programs in the Housing Plan which commit the City to complete the rezoning process, the City finds that its current land use controls no not impact the ability to achieve the densities identified in the sites inventory.

PROVISIONS FOR A VARIETY OF HOUSING TYPES
State housing element law requires th at jurisdictions facilitate and encoura ge a range of housing types for all economic segments of the community. This includes housin g to meet the needs of a variety of households with incomes ranging from low to above-moderate. The Housing Element is the City’s plan for achieving this objective.

As shown in
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237

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-66 Table 53, the City’s Zoning Code acco mmodates a wide variety of conven tional and special needs housing, including single-family dwellings, duplexes, multifam ily, ADUs, manufactured housing, mobile home parks, community care facilities (small and large), and transitional and supportive housing. Please note that the information contained in this Table represents accurate information only at the time of the Housing Element’s preparation; future amendments and modifications to the Zoning Code may change the information in this Table. All interested parties should refer directly to the Zoning Code to ensure that the most accurate information is considered.

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238

City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-67 TABLE 53: PERMITTED RESIDENTIAL USES BY ZONE
Housing Type
Residential District Commercial
District
Urban
Activity
District
Light
Industrial
District
Agricultural
District
R1 RS R2/R4 RP C2/CC UA M1 A1
Conventional Housing
Single-Family
--Detached
--Attached
P
--
P
--
P
P
P
--
--
--
--
--
--
--
P
--
Two-Family Dwelling (Duplex)1 -- -- P -- -- -- -- --
Multifamily1
--Four or fewer units
--Five or more units
--
--
--
--
P
SD
U
--
--
--
--
--
--
--
--
--
Manufactured Housing P P P P -- -- -- P
Mobile Home Park - - U U -- -- -- --
Accessory Dwelling Unit (Second
Unit) P P P P -- -- -- P
Special Needs Housing
Community Care Facility
--6 or fewer clients
--7-12 clients
P
-
P
-
P
-
P
-
--
--
--
--
--
--
P
U
Congregate Care Facility (12 or
more persons) -- -- U -- U U -- --
Emergency Shelter -- -- -- -- -- -- P --
Transitional Housing P/
U
P/U/
SD
P/U/S
D
P/

U -- -- -- --
Supportive Housing P/
U
P/U/
SD
P/U/S
D
P/

U U U -- P/U
Single Room Occupancy -- -- -- -- SD SD -- --
Source: City of Lake Forest Zoning Code, 2021
Notes: “P” = Permitted; “U” = Use Permit; “SD” = Site Development Permit; and “--” = Not Permitted

1. Condominium projects require a use permit
Single-Family: Detached single-family dwellings are permitted by right within the R1, RS R2, R4, RP, and A1 zones.

Attached single-family dwellings, which are units that are attached side by side and separated by a property line aligned with the shared wall, are allowed within the R2/R4 zones. Single-family projects are subject to a ministerial review.

Multifamily: Multifamily developments with four or fewer units are permitted in the R2/R4 zones by right, and permitted in the RP district subject to a Use Permit. Multifamily developments with five or more units are permitted in the R2/R4 zones subject to Site Development Permit. Multifamily projects with four or fewer units are subject to administrative plan review. For projects with five or more units, a Site Development Permit is required.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-68 Accessory Dwelling Unit (ADU): Government Code Section 65852.2(a)(1) allows local agencies to designate areas within a city where accessory dwelling units (ADU) may be permitted and to impose development standards addressing issues such as unit size, height, setbacks, lot coverage, parking, landscaping, and architectural review. The City updated (2021) Section 9.146.050 of its Municipal Code to be consistent with California Government Code Sections 65852.150 and 65852.2, which establish regulations for accessory dwelling units.

The information contained in this section is valid at the time of the Housing Element’s preparation (2021). Please refer directly to the Lake Forest Municipal Code for all current applicable regulations pertaining to ADUs.

Lake Forest Municipal Code (LFMC) Section 9.146.050 was amended to define an accessory dwelling unit as “an attached or a detached residential dwe lling unit that provides complete inde pendent living facilities for one (1) or more persons and is located on a lot with a proposed or existing primary residence.” An ADU includes permanent provisions for living, sleeping, eating, cooking, and sanitation.

Construction of an ADU or JADU (junior accessory dwelling unit) is permitted in zones that allow residential uses and include a proposed or existing dwe lling. ADUs and JADUs are subject to compliance with the requirements described in
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-69 Table 54 below and in LFMC Section 9.146.050. ADUs shall be permitted on any residential or mixed-use zone that allows residential units, subject to the following criteria, which include (but are not limited to):
• Sites developed or proposed to be developed with a single-family residence shall be permitted one ADU. • Sites developed with a multifamily building may convert existing non-habitable square footage within the building to a minimum one ADU and a maximum that shall not exceed twenty-five percent of the number of units on the site. Sites developed with a multifamily building are also permitted to construct two ADUs or to convert detached accessory buildings, garages, carports, or covered parking structures to a maximum of two ADUs. • A maximum of one JADU is allowed on sites developed or proposed to be developed with a single-family residence. A JADU must be contained entirely within an existing or proposed single-family structure.

The City’s approval process for ADUs is consistent with St ate law. The ordinance sets forth the following development standards for ADUs, which are applicable as of September 2021:

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-70 TABLE 54: ADU AND JADU DEVELOPMENT STANDARDS
Specific Regulations
ADU
JADU Additional
Provisions Attached Detached
Maximum Size
Building permit only: 800
sq. ft.

Building permit and ADU
Permit: 850 sf (0-1
bedroom)
1,000 sf (2 bedroom)
Building permit only:
800 sq. ft.

Building permit and
ADU Permit:
850 sf (0-1 bedroom)
1,000 sf (2 bedroom)
500 sf (1)
Maximum Height 16 ft (1 story)
35 ft (2 story) 16 ft (1 story) Same as primary
residence
Minimum Front Yard Setback
Building permit only: none
Building permit and ADU
Permit: 25 ft
Building permit only:
none
Building permit and
ADU Permit:25 ft
-- (2)
Minimum Side/Rear Yard Setback 4 ft 4 ft -- (2)
Minimum parking 1 space 1 space -- (3)(4)(5)(6)
Tandem Parking Permitted Permitted --
Source: City of Lake Forest Zoning Code, 2021

1. An attached ADU that is created on a lot with an existing primary dwelling is further limited to fifty (50) percent of the floor area of the existing primary dwelling.

2. No setback is required for an ADU subject to this subsection (F) if the ADU is constructed in the same location and to the same dimensions as an existing structure.

3. No parking is required under the following situations: the ADU is located within one-half (˝) mile walking distance of public transit; the ADU is located within an architecturally and historically significant historic district; the ADU is part of the proposed or existing primary residence or an accessory structure; when on-street parking permits are required but not offered to the occupant of the ADU; and/or, when there is an established car share vehicle stop located within one (1) block of the ADU.

4. When a garage, carport, or covered parking structure is demolished in conjunction with the construction of an ADU or converted to an ADU, those off-street parking spaces are not required to be replaced.

5. Each unclosed parking space shall be at least nine (9) feet wide and eighteen (18) feet long.

6. Each parking space that is provided in an enclosed garage shall be at least ten (10) feet wide and twenty (20) feet long and have at least seven and one half (7 ˝) feet vertical clearance.

Manufactured Housing: State law requires that manufactured housing, when constructed as a single-family dwelling on a permanent foundation, be treated as a conventiona l single-family home subject to the same development standards applicable to a single-family residential dwelling on the same lot, except for architectural requirements limited to its roof overhang, roofing material, and siding material. In accordance with State law, manufactured housing in the City may be placed on lots that allow single-family residential uses provided that the homes are attached to a foundation system in compliance with all applicable building regulations and Section 18551 of the Health and Safety Code and occupied only as a residential use.

Mobile Home Park: Mobile home parks, including manufactured home parks, that conform to the State Mobile Home Parks Act (Division 13, Part 2.1 of the California Health and Safety Code, commencing with Section 18200) or the implementing State guidelines (Title 25, Division I, Chapter 2 of the California Code of Regulations) and Section 18300 of the Health and Safety Code, are allowed in the R2, R4, and RP residential zones but require a use permit.

The City of Lake Forest currently has four mobile home parks.

Residential Care Facility: Residential care facilities refer to any family home, group home, or rehabilitation facility that provides 24-hour non-medical care to persons in need of personal services, protecti on, supervision, assistance, guidance, or training essential for daily living. The City of Lake Forest Zoning Code refers to residential care facilities Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-71 as “community care facilities.” “Small” community care facilities (those serving six or fewer clients) are permitted by right in all residential zones and in the A1 zone subject to the same development standards and permit processing requirements as other residential uses in those zone s, pursuant to the California Lanterman Developmental Disabilities Services Act. “Large” community care facilities (those serving seven or more clients) are permitted with a use permit in the Commercial, Urban Activity, and Agriculture (A1) zones.

In 2017, residential care facilities were separated out of residential zones and tr ansitory-lodging uses in residential districts were included in conformance with State law. Program 7 states that the Zoning Code shall be revised as necessary to ensure that transitional and supportive housing are allowed in residential and mixed-use zones subject to the same standards as a residence of the same type in the same zone consistent with Government Code Section 65583(c)(c)(3).

Farm Worker Housing : Although the City of Lake Fore st is not located with in a major agricultural area, the City’s Zoning Code includes two districts that allow agricultura l uses (A1 and OS). Pursuant to the California Employee Housing Act and consistent with Health and Safety Code Section 17021.6, facilities with up to 36 beds in a group- quarters or 12 units or spaces to board farm workers are treated as accessory or incidental to agriculture operation and permitted in the same manner as agricultural uses. The City permits Agriculture Employee Quarters in the A-1 and OS zones by right.

As included in Program 7 of the Housing Plan, the Zoning Code will be updated to define “agricultural worker housing” and to stipulate that any agricultural worker housing providing no more than 36 be ds in a group-quarters, or consisting of 12 or fewer units or spaces, shall be deemed an agricultural land use and permitted in the same manner as agricultural uses consistent with Health and Safety Code Section 17021.6. The Zoning Code will also be updated to provide for streamlined, ministerial approval of agricultural worker housing that meets the requirements of Health and Safety Code Section 17021.8.

As included in Program 7 of the Hous ing Plan, the Zoning Code will be up dated to define “employee housing” distinctly from “agricultural worker housing” and to clarify that employee housing serving six or fewer employees shall be deemed a single-family structure and shall be subject to the same standards for a single-family residence in the same zone.

Emergency Shelter: Emergency shelters are allowed by-right (i.e., ministerial approval) in the Industrial (I) zone, subject to compliance with objective standards consistent with the requirements identified in Government Code Section 65583(a)(4).

No emergency shelters are currently located within Lake Forest. While all of the City’s Industrial parcels are developed (consistent with all other areas of the City), there are vacancies within existing buildings, allowing for potential adaptive reuse of existing space. T hese parcels are infill sites in developed areas and are suitable for emergency shelters.

Water, sewer, and utilities are available in the roadways adjacent to these parcels.

The I zone is suitable for emergency shelters because:
• Shelters are compatible with a range of uses that are common in suburban communities and allowed in the I zone (e.g., office buildings, religious institutions, child or day care, commercial or vocational schools, warehousing, libraries, civic or government uses, etc.); • I zoned parcels are served by public bus routes that connect to regional transit with an average distance of

0.29 miles from each parcel to a bus stop;
• Existing uses in the I zone are primarily light industri al, warehousing, and office us es – no heavy industrial uses are present; and
• The parcels are not known to be constrained by the presence of hazardous materials either on or adjacent to the properties.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-72 As included in Program 7 of the Housing Plan, the Zoning Code will be updated to require sufficient parking to accommodate all staff working in an em ergency shelter, provided that the st andards will not requ ire more parking for emergency shelters than other residential or commer cial uses within the same zone, in compliance with Government Code Section 65583(a).

Low Barrier Navigation Center: A low barrier navigation center is a housing first, low-barrier, service-enriched shelter focused on moving people into permanent housing that provides temporary living fac ilities while case managers connect individuals experiencing homelessness to income, public benefits, health services, shelter, and housing.

AB 2162 amended Government Code Section 65583 to require jurisdictions to streamline approval of eligible low barrier navigation center applications in areas zoned for mixed-use and residential zones permitting multifamily uses, subject to specific criteria. As included in Program 7 of the Housing Plan, the Zoning Code will be updated to define and permit low-barrier navigation centers consistent with the requirements of Government Code Sections 65660 through 65668, including treating low-barrier navigation centers as a by-right use in areas where multifamily or mixed uses are permitted
Transitional and Supportive Housing: Transitional housing is a type of housing used to facilitate the movement of homeless individuals and families to permanent housing. Transitional housing can take several forms, including group quarters with beds, single-family home s, and multifamily apartments and typically offers case management and support services to return people to independent living (usually between 6-24 months). The Zoning Code defines transitional housing as “buildings co nfigured as rental housing developm ents but operated under [multifamily housing] program requirements that call for the termination of assistance and recirculation of the assisted unit to another eligible program recipient at some predetermined fu ture point in time , which shall be no less than six (6) months” This definition is consistent with Government Code Section 65582(j).

According to the National Housing Institute, supportive housing is permanent housing with a service component, which can be provided either on-site or off-site. The Zoning Code defines supportive housing as “housing with no limit on length of stay, that is occupied by the target [homeless] population, and that is linked to on-site or off-site services that assist the supportive housing resident in retaining the housing, improving his or her health status, and maximizing his or her ability to live and, when possible, wo rk in the community.” The target population may include persons with disabilities, elderly, youth aging out of the foster system, veterans, and homeless. The City’s definition is consistent with Government Code Section 65582(g).

Senate Bill 2 amended Government Code Sections 655 82, 65583, and 65589.5 and provides that transitional housing and supportive housing that is a rental housing development constitutes a residential use. It requires zoning to treat such uses as a residential use an d subject only to those restrictions that apply to other residential uses of the same type in the same zone. Included as Program 7 of the Housing Plan, the Zoning Code shall be revised to ensure that transitional and supportive housing is allowed in residential and mixed-use zones subject to the same standards as a residence of the same type in the same zone consistent with Government Code Section 65583(c)(3), and to allow eligible supportive housing as a by-right use in zones where multi-family and mixed uses are permitted pursuant to Government Code Sections 65650 through 65656.

Single-Room Occupancy (SRO): Single-room occupancy (SRO) facilities are a housing type that is considered suitable to meet the needs of extremely low, very low, and low-income households. With high housing costs, many communities in California are exploring the use of single-room oc cupancy housing to fulfill the affordable housing needs of certain segments of the community, such as seniors, students, and single workers. The Lake Forest Zoning Code defines an SRO unit as follows:

A building with a common entrance containing a cluster of at least five (5) rental units which provide sleeping and living facilities for one (1) or two (2) persons where kitchen and/or bathroom facilities may be shared. The units shall have a minimum of one hundred (100) net square feet of space for single occupancy and one hundred twenty (120) square feet for two-person occupancy. The calculation for floor space in the sleeping area includes built-in cabinets, sinks, and closets but excludes toilet compartments. A unit larger than two hu ndred twenty-five (225) square feet Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-73 shall be deemed an efficiency dwelling unit and not a Single-Room Occupancy (SRO).

SROs are permitted in the Commercial (C) and Urban Activity (UA) zones subject to a Site Development Permit, and in the Industrial (I) zones subject to a Use Permit. Standards for SROs are addressed in Zoning Code section

9.146.150. Requirements relate to the performance of the facility, such as parking, security, and management.

Housing for Disabled Persons: On January 1, 2002, SB 520, which amended Government Code Section 65589.5 and added sections 65913.5 and 65913. 6 and Chapter 4.35 became effective an d required local jurisdictions to analyze local government constraints on developing, maintaining, and improving housing for persons with disabilities.

In accordance with SB 520 and Government Code 65583(a )(7), the City recognizes the importance of providing housing for persons with disabilities. Persons with disabilities have a numbe r of specific housing needs, including those related to design and location. Design needs generally include the removal of architectural barriers that limit the accessibility of dwelling units, an d construction of wheelchair ramps, ra ilings, etc. Location needs include accessibility to public transportation, commercial services, health care, and supportive services. Some persons with disabilities need group housing opportunities, especially those who are lower-income or homeless. The following discussion addresses these issues and determines that no specific City policy or regula tion serves to impede the access that persons with disabilities have to housing that suits their specific needs.

Zoning and Land Use: The General Plan and Zoning Code pr ovide for the development of multifamily housing with four or fewer units in the R2/R4 zones by right, as well as in the RP zone by Use Permit. Multifamily housing with five or more units are permitted in the R2/R4 zones subject a Site Development Permit. Traditional multifamily housing for persons with special needs, such as apartments for t he disabled, are considered regular residential uses permitted in these zones. The City’s land use policies and zoning provisions do not constrain the development of such housing.

Under the Lanterman Developmental Disabilities Services Act (Lanterman Act), small State-licensed residential care facilities for six or fewer persons must be permitted in all zones that allo w single or multifamily uses, subject to the same permit processing requirements and development st andards. The City of Lake Forest Zoning Code treats small residential care homes as a single-family residential use permitted by right in residential zones, in compliance with the Lanterman Act. Large residential care facilities serving seven or more clients are allowe d in the A1 zone.

Occupancy standards for residential care facilities are the same as occupancy standards fo r all other residential uses. The Zoning Code also accommodates transitional an d supportive housing in all residential districts subject only to the same requirements for residential uses of the same type (e.g ., single-family or multifamily) in the same zone. These facilities may serve persons with disabilities.

Building Code: Building construction and pr ocedures within Lake Forest are required to conform to the current California Building Code, as adopted in Title 8 of the Ci ty’s Municipal Code. Standards within the Building Code include provisions to ensure accessibility for persons with disabilities. These standards are consistent with the Americans with Disabilities Act (ADA). No local amendments that would constrain accessibility or increase the cost of housing for persons with disabilities have been adopted and City officials are not aware of any instances in which an applicant experienced delays or rejection of a retrofitting proposal for accessibility to persons with disabilities.

Reasonable Accommodation: Both the federal Fair Housing Act and the California Fair Employment and Housing Act direct local governments to make reasonable accommodation (i.e., modifications or exceptions) in their zoning laws and other land use regulations to allow disabled persons an equal opportunity to use and enjoy a dwelling. For example, it may be a reasonable accommodation to waive a setback requirement so that elevated ramping can be constructed to provide access to a dwelling unit for a resident who has mobi lity impairments. Whether a particular modification is reasonable depends on the circumstances and must be decided on a case-by-case basis.

Reasonable accommodation refers to flexibility in standards and policies to accommodate the needs of persons with disabilities. The City’s zoning and building codes, as well as approach to code enforcement, allow for special provisions that meet the needs of persons with disabilities without the need for varian ces. The City’s Reasonable Accommodation Ordinance is codified in Chapter 9.224 of the Zoning Code.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-74 The City’s Director of Community Development has administrative/ministerial authority to hear and decide applications for reasonable accommodation to allow reasonable remedy from zoning and other land use regulations, policies, and procedures for individuals with physical or mental impairment. A request for reasonable accommodation may include a modification or exception to the rules, standards, and practices for the siting, development, and use of housing or housing-related facilities that would eliminate regulatory barriers and provide a person with a disability equal opportunity to housing of their choice.

Lake Forest Municipal Code Section 9.224 outlines the process for reasonable accommodation applications.

Conclusion: Current planning policies and zoning regulation s have mitigated potential constraints to the availability of housing for persons with disabilities. The City has anal yzed its Zoning Code and procedures to ensure that it is flexible, and not constraining the development of, housing for persons with disabilities.

Development Standards
Development standards directly shape the form and intensity of residential development by providing controls over land use, heights and volumes of buildings, open space on a site, etc. Site development standards also ensure a quality living environment for all household groups in the City, including special groups such as lower and moderate- income households and senior citizens.

Residential Parking Requirements
Parking standards are an important development regulati on in communities. The City’s parking requirements are intended to ensure that adeq uate off-street parking and loading facilities are provided in proportion to the need created by the type of use. Adequate parking for residential projects contributes to the value of a project, the safety of residents, and the quality of a project’s appearance. However, excessive parking standards can pose a significant constraint to the development of housing because they ca n reduce the buildable area on a site and impact the funding available for project amenities or additional units. The parking requirements for residential and mixed-use developments, as applicable in September 2021, are shown in Table 55.

TABLE 55: RESIDENTIAL PARKING REQUIREMENTS
Use Requirement Additional Regulations
Single-Family Dwelling • 2 covered spaces
Those dwellings having less than an
eighteen (18) foot setback from the
back of curb or sidewalk, whichever
is closest to the garage or carport,
shall provide one (1) additional
parking space within two hundred
(200) feet of the dwelling. On-street
parking, where permitted, may be
used for the additional space.

Multifamily (2+ units)*
• 0 – 1 bdrm: 1.5 spaces per du
• 2 bdrm: 2 spaces per du
• 3+ bdrm: 2.5 spaces per du + 0.5 per
bedroom in excess of 3
• In addition to above, add 0.2 guest parking
spaces per dwelling unit (rounded to the
nearest whole number)
• For multifamily projects of 5+
units, requirement that off-street
parking spaces be covered is
not applicable
Multifamily (5+ units)*
Unit Size (square feet)
700 or less:
701-800
801-900
Assigned

1.0 1.0

1.0 Unassigned

+0.17
+0.34
• For Multifamily projects with 5+
units, off-street parking
requirements may be used in
lieu of Multifamily (2+ units)
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-75 901-1,000
1,001-1,100
1,101-1,200
1,201-1,300
1,301-1,400
1,401-1,500
Over 1,500

1.0 1.0

1.0 +0.50
+0.67
+0.84
+1.00
+1.18
+1.34
+1.5
above
• For multifamily projects of 5+
units, requirement that off-street
parking spaces be covered is
not applicable
• In addition to above, add 0.2
guest parking spaces per
dwelling unit (rounded to the
nearest whole number)
Accessory Dwelling Unit • 1 space per ADU
• No spaces required for JADU
No parking is required if ADU is:
• Located within 0.5-mile walking
distance of public transit
• Located within an architecturally
and historically significant
historic district
• Part of the proposed or existing
primary residence or an
accessory structure
• When on-street parking permits
are required but not offered to
the occupant of the ADU
• When there is a car share
vehicle located within one block
of the ADU
Congregate care facility
serving more than 12
persons
1 space per unit --
Affordable Housing Projects
Using Density Bonus
• 0 - 1 bdrm: 1 on-site parking space
• 2 - 3 bdrm: 2 on-site parking spaces
• 4+ bdrm: 2.5 on-site parking spaces
--
Sources: City of Lake Forest Zoning Code, 2021.

Pursuant to State law, the City provides development inc entives for projects that include affordable housing units and may waive or reduce the parking requirements for such projects. The Director of Community Development may approve a parking reduction of up to five (5) percent of the total parking requirement for the sole purpose of accommodating modifications to an existing development to meet current legal requirements or regulations for purposes of accessibility and safety. The Planning Commissi on may approve parking reduct ions of up to ten (10) percent, subject to certain provisions. Moreover, affordable housing developments that are eligible for a density bonus pursuant to Government Code Section 65915-65918 ar e eligible to use parking standards established by State Density Bonus law.

As included in Program 7 of the Housing Plan, the Zoning Code will be updated to require sufficient parking to accommodate all staff working in an em ergency shelter, provided that the st andards will not requ ire more parking for emergency shelters than other residential or commercial uses within the same zone, in compliance with AB 139.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-76

DEVELOPMENT PROCESSING PROCEDURES
The time and cost of permit processing and project review can be a constraint to housing development if significant development review is required. Project review and permit processing are necessary steps to ensure that residential construction complies with applicable codes, standards. The time required for project approval is often not so much a factor of the approval body (e.g., Director versus Planning Commission), but the complexity of the project and associated environmental review. However, small infill projects that can be approved administratively are generally less complex and take a shorter time to obtain appropriate approvals. Larger and more complex projects like mixed- use development or residential subdivision maps subject to the California Environmental Quality Act (CEQA), require a public hearing before the Planning Commission. Projec ts reviewed by the Planning Commission, including Site Development Permits, Tentative Parcel Maps, and Tentative Tract Maps, typically require between 3 to 12 months to process. Projects reviewed by the City Council, s uch as General Plan and Zoning Code amendments, typically require between 6 to 12 months to process.

The City has and continues to take proactive steps to facilitate efficient development process. As part of the General Plan Update, the City prepared a program environmental impa ct report (EIR) that future applicants may rely upon, resulting in significant time and financial savings. The City reviews all applications for development prior to issuance of building permits to ensure projects contribute in a positive manner to the community and improve quality of life.

Residential development projects may be subject to approvals – ministerial or discretionary (either with or without a public hearing). For most property in Lake Forest, new residential development with fewer than five units is permitted by right, provided the project adheres to the development standards of the zone. Projects with five or more units require approval of a Site Development Permit by the Pl anning Commission. The discretionary process allows the project to be reviewed for appropriateness, scale, architecture, site design, and compatibility with the surrounding area. The City is currently (2021) prep aring objective design standards consistent with the requirements of SB 35 Streamlined Permitting (Government Code Sections 654 00 and 65582.1) requirements. This section outlines the timeline for typical residential develo pment review and describes the permitting requirements and procedures for Site Development Permits, Use Permits, Subdivision Maps , etc. Based on the development activity during the 5 th
Cycle RHNA period, the City’s processing and permitting procedures do not appear to unduly constrain the development of housing.

DISCRETIONARY PERMITS
A discretionary permit is a permit issued or approved by t he City of Lake Forest as the result of an application the City retains the right to approve or disapprove. Section 9.184 of the Municipal Code specifies the City’s Discretionary Permit process, including the procedures and requirements for discretionary permit a pplications and the basis or “findings” for decisions regarding such applications.

FEATURE PLANS
A feature plan is a plan which conceptually describes, graphically and/or in writing, a proposed development for an identified and relatively large area of real property. The purpose of a feature plan is to describe how significant natural and man-made features will be preser ved or developed an d how large-scale planning issues of special concern (e.g., traffic) will be addressed. All su bsequently adopted discreti onary permits (e.g., area plans) and subdivision maps shall be consistent with the feature plan.

Feature plans shall be processed initially to the City Council. The Planning Commission shall be the approving authority for feature plan amendments, except when the commission finds that an amendment application proposes a change in policy from the originally approved feature plan, such amendment application shall be acted upon by the City Council.

After the date of final determination and after compliance with the Municipal Code, the policies and concepts of an approved feature plan shall be applicable to the property included within the boundaries of the feature plan until such time as the feature plan is amended or the applicable zoni ng regulations are revised so that the feature plan is no longer valid. All grading, developmen t and improvements shall be in substa ntial conformance with the currently approved feature plan.

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AREA PLANS
An area plan is similar to a feature plan except that an area plan contains relatively more detailed information and addresses a relatively smaller area of real property. A feature plan may or may not be required prior to the approval of an area plan. An area plan for a planned community or specific plan may have less restrictive site development standards if allowed by the enabling ordinance. The Planning Commission is the approving authority for all area plan applications and amendments.

After the date of final determination and after compliance with the Municipal Code, an approved area plan shall be applicable to the development of all real property included within the boundaries of such area plan until such time as it is amended or rendered invalid by amendment of the zoning regulations or feature plan applicable to the property. All grading, development and improvements shall be in substantial conformance with the provisions of the currently approved area plan.

USE PERMITS
The purpose of a use permit is to provide for the public review of detailed final plans for a proposed use. Uses which require a use permit are regarded as having a relatively moderate to high potential for adverse impacts on the subject site or surrounding community due to the nature of magnitude of the use vis- ŕ-vis the sensitivity of the subject site or surrounding community. Use permits shall require a public hearing. If the land use regulations of a planned community or a specific plan allow a use permit to modify the site development standards to be less restrictive than otherwise stated in the enabling ordinance, such a use pe rmit shall always require a public hearing before the Planning Commission.

SITE DEVELOPMENT PERMIT
The purpose of a site development permit is to provide for the administrative (or discretionary review, if applicable) of detailed development plans for a proposed use. Uses which require a site development permit are regarded as having a relatively low potential for adverse impacts on the subject site or surrounding community due to the nature or magnitude of the use vis-ŕ-vis the sensitivity of the subject site or surrounding community.

A site development permit shall be processed as an administrative action, unless the Director of Community Development determines on a case-by-case basis that the public interest would be better served by a public hearing before the Planning Commission. If the land use regulation s of a planned community or a specific plan allow a site development permit or site plan to modify the site development standards to be less restrictive than otherwise stated in the enabling ordinance, such a site development permit shall always require a public hearing before the Planning Commission.

Establishment, maintenance, and operation of the use or uses proposed by the application shall be in compliance with the information and specifications shown on the approved site development permit.

FINDINGS
The following findings shall be made by the approving authority prior to the approval of any discretionary permit:
• General Plan. The use or project proposed is consistent with the General Plan. • Zoning Code. The use, activity or improvement(s) proposed by the appl ication is consistent with the provisions of the Zoning Code.
• CEQA. The approval of the permit application is in comp liance with the requirements of the California Environmental Quality Act.
• Compatibility. The location, size, desi gn and operating characteristics of the proposed use will not create significant noise, traffic or other conditions or situati ons that may be objectionable, detrimental or incompatible with other permitted uses in the vicinity.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-78 • General Welfare. The application will not result in conditions or circumstances contrary to the public health and safety and the general welfare.
• Development Fees for Provision of Public Facilities. One (1) of the following findings shall be made:
o The property to which the permit applies is not located in a fee area. o The permit would not allow development of a project which would contribute to the need for the facility for which a fee is required.
• The project has been reviewed in accordance with City wide Design Guidelines and is consistent with the purpose and intent of the guidelines.

As previously stated, the City is cu rrently (2021) preparing ob jective design standards for by-right residential development, which will change the project review process. Please refer to the City for more information regarding the most current requirements.

TYPICAL TIMEFRAMES
Table 56 outlines the typical processing times for single-family and multifamily projects with and without preparation of a robust environmental document.

TABLE 56: TYPICAL PERMIT PROCESSING TIMES AND REVIEWING BODY Project Type
Processing Time without Negative
Declaration/EIR
Processing Time with Negative
Declaration/EIR
Single-Family Dwelling 3-6 weeks N/A
Multifamily (Four or Fewer Units) 1-3 months 9-18 months Multifamily (Five or More Units) 3-6 months 9-18 months Source: City of Lake Forest, 2021
The length of time between the project approval and request for a building permit is minimal. Specifically, there is a 15 day appeal period following approval of a discretionary permit. In certain circumstances, a “hold harmless” letter may be filed and an applicant may submit their building plans with the understan ding that fees may be lost if an appeal results in denial of the projectis filed.

Discretionary permits subject tothat require approval by the Director of Community Development is approximatelytypically require 4-6 weeks for processing . Discretionary permits subject to Planning Commission approval are processed in approximately 4-6 months.

Subdivisions
This review process applies to all residential land divisions within the City. Title 7 of the Lake Forest Municipal Code includes the standards and processes for subdivisions. It is based primarily on the State Subdivision Map Act. As it relates to residential development, the regulations apply to all land divisions that create lots for single-family homes and lots, or condominiums, for multifam ily development. As part of the revi ew process for subd ivisions, the City reviews applications for compliance with lot size and shape standards, the general layout of the subdivision, and infrastructure requirements. If the proj ect complies with the subdivision stan dards and General Plan density, the project can proceed through the approval process.

Reasonable Accommodation
The City’s process for providing reasonable accommodation allows individuals, or their representatives, to make requests for reasonable accommodations for persons with disabilities. Requests for reasonable accommodation are approved administratively unless the request also requires a permit or entitlement requiring Planning Commission or City Council approval. City staff is available to provide assistance regarding the processing of requests for the construction of accessory structures intended to accommodate persons with disabilities.

The City amended its Zoning Ordinance in 2007 to estab lish the process for requesting and granting reasonable accommodations for persons with disabilities. Requests for reasonable accommodation are subject to review and Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-79 approval by the Director of Community Development. The Community Development Department provides assistance with applying for a reasonable accommodation to those who need it. The request must state the basis of the request, including the modification(s) or exception(s) to the regulations, standards or practices for the siting, development or use of housing or housing related facilities that would eliminate regula tory barriers and provide an individual with a disability equal opportunity to housing of his or her choice.

Lake Forest’s reasonable accommodation procedure does not require a public hearing when the reasonable request is made on its own (if it was to be combined with entitlement, then a hearing would be required related to the entitlement request) and preserves privacy laws and fair housing laws. Only owners of abutting properties are notified of reasonable accommodation requests and approvals not subject to a public hearing. Lake Forest’s reasonable accommodation procedure complies with Housing Elemen t law and provides for disabled residents to make necessary changes to their properties.

The City’s reasonable accommodation process requires the requestor to provide a letter specifying the request and an explanation of how the request will provide reasonable accomm odation in the applicatio n of the City’s zoning laws to afford a disabled person(s) an equal opportunity to use and enjoy a dwelling within the City. Depending on the nature of the request, plans may be required to clearly illustrate the request. The City does not charge a fee for a request for reasonable accommodation. Within 5 days of receipt of the letter and plans (if applicable) the City will notify the applicant if any additional information is necessary to complete the application.

A decision for a request for a reasonable accommodatio n will be determined by the Director of Community Development within 30 days of receipt of the application that was deemed complete. With the exception, that when the request is part of an entitlement requiring Planning Commission or City Council review, the request will be processed with the entitlement. A decision for a request for a reasonable accommodation must be approved if the request meets the following criteria:

1. The accommodation is reasonable, considering the nature of the applicant’s disability, the surrounding land uses, and the rule, standard, policy or practice from which relief is sought;

2. The accommodation is necessary to afford the applicant equal opportunity to enjoy and use a dwelling;

3. The accommodation will have only incidental economic or monet ary benefits to the applicant, and the primary purpose of the accommodation is not to assist with real estate speculation or excess profit-taking;

4. The accommodation does not create a substantial adve rse impact on surrounding land uses, or a public nuisance, that cannot be reasonably mitigated;

5. The accommodation is reasonably feasible, consider ing the physical attributes of the property and structures;

6. There are no alternative accommodations which may provide an equivalent level of benefit to the applicant, while minimizing adverse impacts on surrounding land uses and lessening the financial and/or administrative burden on the City;

7. In the case of a determination involving a one (1 ) family dwelling, whethe r the household would be considered a single housekeeping unit if it were not using special services that are required because of the disabilities of the residents;

8. The requested accommodation does not impose an und ue financial or administrative burden on the City; and

9. The requested accommodation does not require a fundamental alteration in the nature of a program. (Ord. 176 § 1, 2007)
The City has considered the criteria an d does not consider these findings as a potential constraint on housing for people with disabilities. Should an applicant have a concern with meeting a specific criteria, the City will proactively work with the applicant to explore ways the criteria can be met successfully. To date, the City has not been made aware of any issues with meeting the criteria listed above.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-80

ENVIRONMENTAL REVIEW
The City has adopted procedures for complying with the requirements of the California Environmental Quality Act (CEQA), including assessing the potential environmental impacts of development applications determined to be a “project” as defined by Public Resources Code 21000- 21177. Environmental review is required for most discretionary actions including Use Pe rmits, Subdivision Maps, and legislat ive actions including General Plan amendments, zone changes, and code amendments. Enviro nmental review occurs while the application is being processed. An environmental determination by City staff for a project is made to prepare the appropriate environmental document for consideration by the decision-making authority.

Certain classes of residential projects may be categorically exempt from the provisions of CEQA or require only an Initial Study and Negative Declaration. The environmental review of categorically exempt projects requires a minimal amount of time and does not pose a significant constraint to housing development.

In 2020, the City adopted a comprehensive update to its General Plan and certified a Program Environmental Impact Report (EIR) which analyzed the potential impacts associat ed with implementation of the General Plan Land Use Map. Environmental documents for projects which are consistent with the densities and intensities analyzed under the General Plan Program EIR may tier o ff the analysis included in the General Plan EIR, which could significantly reduce the time and costs associated with preparation of required environmental documents. By proactively planning to accommodate new residential development throughout the City and analyzing the potential impacts of such development as part of the Program EIR, the City has hel ped to streamline the environmental review and approval process.

STREAMLINING APPROVALS
Lower Income Sites Included in Previous Elements
While the Development Review process is not considered a constraint to housing, Policy 1.8 has been included to comply with Government Code 65583. 2. This program will allow by-right approval of hous ing developments proposed on non-vacant sites included in the previous ho using element inventory and on vacant sites included in the two previous housing element inventories, provided th at the proposed housing deve lopment includes at least 20 percent lower-income affordable ho using units. This will increase certain ty for affordable and multifamily developers related to residential sites throughout the community, as identified in Appendix A.

Senate Bill (SB) 35
SB 35 (Government Code Sections 65400 and 65582.1 prov ides provisions for streamlining projects based on a jurisdiction’s progress towards its RHNA allocation and timely submitta l of the Housing Element Annual Progress Report. Jurisdictions that have made insufficient progre ss toward their above moderate-income RHNA allocation and/or have not submitted the latest Housing Element Annual Progress Report are subject to the streamlined ministerial approval process for proposed developments with at least 10% affordability.

HCD reviews the annual progress report deadlines and RHNA progress on an annual basis. Lake Forest is currently subject to SB 35 streamlining provisions when proposed developments include at least 50% affordability. Program 7 in the Housing Plan has been provided to incorporate the mandatory streamlining provisions into the City’s Zoning Code. These streamlining provisions will reduce approval requirements for projects that include a minimum of 50% of units affordable to lower income households and that meet the criteria specified by State law.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-81

FLEXIBILITY IN DEVELOPMENT STANDARDS
Development standards affect the financials of a residential project, both from the revenue side (through achievable density) and through the costs of complying with specific development standards. However, there is no specific threshold that determines whether a particular standard or set of standards constrains the affordability or supply of housing. Many factors determine project feasibility. While prior sections discussed how to re duce development costs, the following describes ways that the Zoning Code offers flexibility in development standards.

Residential Density Bonus
The City Zoning Code allows density bonuses and other incentives for affordable and seni or residential projects in accordance with State Density Bonus la w. Section 9.152.010 of t he Zoning Code incorpor ates by reference the procedures for providing density bonus or other incentives in compliance with state law (Government Code §65915 et seq.).

Condominium Conversions
In order to ensure a variety of housing opportunities (ownership and rental) including low-density single-family homes, moderate-density townhomes, higher-density condominiums and mobile homes, Chapter 9.172 of the City’s Zoning Code provides the following requirements for proposed condominium conversions:
• A requirement for a condominium use permit approved by the City Council (if five or more units); • Compliance with the applicable standa rds and requirements of the zoning district is which the project is located;
• The provision of a tenant purchase option;
• The payment of relocation expenses of $1,500 in 2006 do llars adjusted annually in accordance with the Consumer Price Index;
• A requirement to submit an affordable housing implementation plan which incorporates a minimum of 15% affordable units (either rental or ownership); and
• A general prohibition on conversions (with specified overriding considerations) that becomes effective when the average rental vacancy rate within the City during the 12 preceding months is 4% or greater.

When a condominium conversion is permitted, the increase in the supply of less expensive for sale-units helps to compensate for the loss of rental units. One condominium conversion has been approved since adoption of amended condominium conversion standards in 2006. This demonstrates that the ordinance regulating condominium conversions is reasonable to preserve rental housing opportunities, and does not present an unreasonable constraint on the production of ownership housing.

Short-Term Rentals
Short-term rentals are defined in the Lake Forest Municipal Code under “Transitory-Lodging Use.” Transitory-Lodging is prohibited in the City of Lake Forest. Nonetheless, t here were 21 short-term rentals in Lake Forest listed on Airbnb.com in July 2021; however, only six of the rentals we re for an entire apartment or condominium. The other 15 rentals were limited to a room or suite within a home and do not decrease the amount of housing stock available for permanent occu pancy. A significant number of short-term rentals has the potential to affect the availability of housing stock. Therefore, this will be an issue that the City continues to moni tor to ensure it do es not negatively impact permanent housing options in the City.

Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-82

BUILDING CODES AND ENFORCEMENT
New construction in Lake Forest, including additions and remodels, must comply with the current edition of the California Building Code (CBC). The City continues to adopt the most recent CBC with all required updates. The CBC establishes construction standard s necessary to protect public health, safety, and welfare, and the local enforcement of this code does not un duly constrain development of housin g. The 2019 California Building Code, Title 24, Part 2, Volumes 1 and 2, published by the International Code Council, was adopted by the City by reference as Title 8 of the City’s Municipal Code and subject to the amendments contained in that title.

No local amendment to the CBC has been initiated or approved that directly impacts housing standards or processes. Code enforcement is conducted by City sta ff which is responsive to complaints from community members. The City maintains records of code complaints and works proactively in neighborhoods where violations are most prevalent to address potential issues before they become significant. The City enforces its code equitably and as necessary throughout the community. Program 16 in the Housing Plan helps support homeowners with rehabilitating substandard ho using. The Code Enforcement and Building Divisions assist property owners with meeting State health and safety codes.

DEVELOPMENT FEES AND IMPROVEMENT REQUIREMENTS
State law limits fees charged for development permit processing to the reasonable cost of providing the service for which the fee is charged. Various fees and assessments are charged by the City and other public agencies to cover the costs of processing permit applic ations and providing services and fac ilities such as schools, parks, and infrastructure. Almost all these fees are assessed through a pro rata share system, based on the magnitude of the project's impact or the extent of the benefit that will be derived.

For new residential projects, developers in Lake Forest may be required to pay one or more of the following fees depending on the location, type, and size of the project:

Planning, Building, and Environmental Fees: In accordance with the adopted fee schedule, developers are charged standard fees for plan check, entitlement application pro cessing, building permits, environmental impact studies, and other applications commensurate with the cost of pr ocessing such applications, conducting inspections, and performing other associated tasks.

Regional Agency Fees: Regional agency fees include water and sewer fees collected by the water district and sanitation district, and school impact fees collected by the school districts as allowed by State law to finance the construction and expansion of schools to accommodate student enrollment. The water, sanitation, and school districts have the authority to set their respective fees. The City does not have any ability to adjust these fees. Regional agency fees also include transportation agency fees, incl uding the Foothill Circulation Phasing Plan, Foothill Eastern Transportation Corridor, Santiago Canyon Road, and El Toro Road program fees. Regional agency fees corresponding to a multifamily affordable housing project approved in 2021 (“Mountain View”, 71 units) totaled approximately $19,000 per unit. Some regional agency fees vary based on the product type (single-family or multifamily), but differences are relatively minor and the regional agency fee corresponding to the Mountain View project is representative of fees for both residential types.

Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-83 Table 57 lists fees the City charges for new, standard residential development.

Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-84 TABLE 57: PLANNING AND DEVELOPMENT FEES (EFFECTIVE 08/16/2021)

Source: City of Lake Forest, 2021
Note: This is only a partial list of typical Planning fees. *Time and Materials
Entitlements
Planning and Application Fees
Accessory Dwelling Unit (ADU) Permit $500 fee
Pre-Application Review $2,500 deposit
Tentative Parcel Map $7,500 deposit
Tentative Tract Map $10,000 deposit
Site Development Permit (administrative) $2,500 deposit Site Development Permit (discretionary) $5,000 deposit
Site Development Permit (not except from CEQA) $10,000 deposit Use Permit (minor) $2,5001 deposit
Use Permit (major) $5,0001 deposit
Use Permit (not except from CEQA) $10,000 deposit
Specific Plan $10,000 deposit
General Plan Amendment $10,000 deposit
Development Agreement $10,000 deposit
Zone Change $10,000 deposit
Area Plan $10,000 deposit
Feature Plan $10,000 deposit
Variance $5,000 deposit
Public Works
Lot Line Adjustments $2,000 deposit
Grading Plan Check and Inspection $2,500 deposit
Water Quality Management Plan $1,000 deposit
Map Checking $3,500 deposit
Environmental
Environmental Review (Initial Study, Neg. Dec., EIR, etc.) Deposit TBD T&M* plus 15% admin fee
Peer-Reviewed Technical Studies Deposit TBD
T&M* plus 15% admin fee
Hourly Rate for Deposit Based Services
Planning (In-House and Contract Service Planning) $143/hr Public Works In-House Land Development Review $158/hr
Building and Safety $140/hr
City Clerk Dept. Billing Rate for Development Review $78/hr City Manager Dept. Billing Rate for Development Review $101/hr Community Services Development Review Services $176/hr
Finance Development Review Support $83/hr
IT / GIS Development Review Support $105/hr
Code Enforcement Divisional Billing Rate for Development Review Direct Services $78/hr
Police Dept. Billing Rate for Development Review $90/hr Contract Service Support (e.g. Attorney, Contract Engineering, etc.) T&M* plus 15% administrative
Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-85 Table 58 identifies typical fees that would be collected per unit for hypothetical new single-family and multifamily development projects, based on the fees in effect in 2021 (see Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-86 Table 57). Development fees in this example make up a pproximately less than 3% percent of a home purchase price. Because the City does not have development impact fees, Lake Forest fees are typically less than most surrounding communities.

TABLE 58: PROPORTION OF FEE IN OVERALL DEVELOPMENT COST FOR A TYPICAL RESIDENTIAL DEVELOPMENT (2021) Development Cost for a Typical Unit Single -Family (50 units) Multifamily (140 units) Typical City of Lake Forest estimated fees
per unit
$535 $188
Typical regional agency fees estimated
per unit
$19,000 $19,000
Total typical fees per unit $19,535 $19,188
Source: City of Lake Forest, 2021
The City periodically evaluates the actual cost of processing development permits when revising its fee schedule.

The last review and update occurred in 2021.

After the passage of Proposition 13 and its limitation on local governments’ property tax revenues, cities and counties have faced increasing difficulty in providing public services and facilities to serve their residents. One of the main consequences of Proposition 13 has been the shift in fund ing of new infrastructure from general tax revenues to development impact fees and improvement requirements on land developers. The City requires developers to provide on-site and off-site improvements necessary to serve their projects. Such improvements may include water, sewer and other utility extensions, street construction and traffic control device installation that are reasonably related to the project. Dedication of land or in -lieu fees may also be required of a proj ect for rights-of-way, transit facilities, recreational facilities, and school sites, consistent with the Subdivision Map Act.

A typical local street requires a 60-foot right-of-way, with two 18-foot travel lanes. The City’s road standards are typical for cities in Orange County and do not act as a constraint to hous ing development. Table 59 illustrates the City’s road improvement standards.

TABLE 59: ROAD IMPROVEMENT STANDARDS
Roadway Designation Number of Lanes Ri ght-of-Way Width Curb-to-Curb Width Principal Arterial 8 140’ 120’
Major Arterial 6 120’ 102’
Primary Arterial 4 100’ 84’
Secondary Arterial 4 80’ 64’
Local Street 2 60’ 36’
Source: City of Lake Forest, 2021
The City’s Capital Improvement Program (CIP) contains a schedule of public improvements including streets and other public works projects to facilitate the continued buil dout of the City’s General Plan. The CIP helps to ensure that construction of public improvements is coordinated with private development.

Although development fees and improvement requirements increase the cost of housing, cities have little choice in establishing such requirements due to the limitations on property taxes and other revenue sources needed to fund public improvements.

Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-87 4B. Non-Governmental Constraints
Non-governmental constraints refer to market factors such as the demand for housing, the price of land, construction costs, availability of financing, and other factors that increase the cost of housing development.

DEVELOPMENT COSTS
Land Prices
The cost to develop housing is influenced by the cost of the raw land, the cost of holding the land during the development process, and the cost of providing services to meet City standards for development. The cost of raw land is influenced by variables such as scarcity, location, availability of public utilities, zoning, and unique features like trees and adjoining uses. In Orange County, undeveloped land is limited, and combined with a rapidly growing population, land prices have generally increased. A review of lots for sale and recently sold, using Zillow and LoopNet listings, found one vacant quarter-acre lot zoned for residential use in Lake Forest, zoned MDR and sold for $530,000 or approximately $53 per square foot (approximately $2 million per acre).

A small number of underdeveloped parcels with a single-family unit that could be redeveloped with larger, single- family homes (with ADUs) or duplexes have been sold for $735,000 to $1,200,000 or approximately $86 to $267 per square foot, largely depending on the location within the community.

It is difficult to ascertain the cost of raw land for multif amily development since there has been a limited number of recent multifamily property sales in Lake Forest. A 4-unit property (fourplex) at 23061 Village Drive sold in August 2019 for $1,425,000 or $121 per square foot ($356,250 pe r unit); a 2-unit property (duplex) at 23192 Saguaro Street sold in September 2019 for $1,575,000 or $193 per square foot ($787,500 per unit); and a 5-unit property at 24512 Bendricon Lane sold in February 2020 for $1,931,500 or $200 per square foot ($386,300 per unit) Cost of Construction
Construction cost is determined primarily by the cost of labor and materials. The relative importance of each is a function of the complexity of the construction job and the desired quality of the finished product. As a result, builders are under constant pressure to complete a project for as low a price as possible while still providing a quality product.

This pressure has led (and is still leading) to an emphasis on labor-saving materials and construction techniques.

The International Code Council (ICC) provides estimates for the average cost of labor and materials for typical Type VA protected, wood-frame housing. Estimates are based on “good-quality” construction, providing for materials and fixtures well above the minimum required by state and local building codes. In the 2018 edition of the Building Safety Journal, the ICC estimated that the average per square foot cost for good-quality housing was $129-167 per square foot for Type I or II multifamily construction, $113-147 per square foot for Type V (Wood Frame) multifamily construction, and $122-141 per square foot for Type V (Wood Fram e) one-and two-family dwelling construction.

Although construction costs are a substantial portion of the overall development cost, they are consistent throughout the region and therefore are not considered a major constraint to housing prod uction. The 2020 COVID-19 pandemic social distancing guidelines may increase constructions costs for an unknown period.

Construction cost increases, like land cost increases, affect the ability of consumers to pay for housing. Construction cost increases occur due to the cost of materials, labo r, and higher government-imposed standards (e.g., energy conservation requirements). The development community is currently producing market rate for-sale housing that is affordable to moderate and above moderate-income households.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-88 Cost and Availability of Financing
Financing is critical to the housing market. Developers require construction financing and buyers require permanent financing. The two principal ways in which financing can se rve as a constraint to new residential development are the availability and cost of construction financing and the availability and cost of permanent financing. • If financing is not easily available, more equity may be required for developing new projects. This results in fewer homebuyers who can purchase homes, since higher down payments are required. • Higher construction period interest rates for developers result in higher development costs. For homebuyers, higher interest rates translate into higher mortgage payments (for the same loan amount). This in turn reduces the purchasing power of homebuyers.

On May 6, 2021, the reported average rate for a 30-year mortgage was 2.96% with 0.6 fees/points (Freddie Mac, 2021). From 2005 through 2021, average monthly mortgage rates have ranged from a high of 6.76% in July 2006 to today’s record lows. For homebuyers, it is necessary to pay a higher down payment than in the recent past, and demonstrate credit worthiness and adequate incomes, so that loan applications meet standard underwriting criteria.

While adherence to strict underwriting criteria was not required during the early and mid-2000s, the return to stricter standards is consistent with loan standards prior to 2001.

Approved and Built Densities
While the City’s General Plan identifies minimum and ma ximum densities that can be developed in Lake Forest, individual developers may opt to build at the lower, mid-range, or higher end of allowed densities. Additionally, the City’s Zoning Code does not prescrib e minimum or maximum densities, but rather relies on other development standards (minimum lot size, maximum height, and setbacks) to shape the scale of development. Recent projects in Lake Forest that are built or are und er construction are consist ent with the densities anticipated by the City’s General Plan, PC Development Plans, and Zoning Code and typically built within the maximum allowable density.

The City has received feedback from the development community that the maximum density levels are realistic and achievable, and the City requires projects be built within the allowable density.

AFFORDABLE HOUSING DEVELOPMENT CONSTRAINTS
In addition to the constraints to market rate housing development discussed above, affordable housing projects face other constraints. While there is a range of sites available for potential affordable housing projects, as well as projects that focus on special needs populations, financial assist ance for the development of affordable housing is limited and highly competitive.

Multiple funding sources are typically needed to construct an affordable housing project since substantial subsidies are required to make the units affordable to extremely low, very low, and low-income households. It is not unusual to see five or more funding sources assembled to make a project financially feasible . Each of these sources may have different requirements and applic ation deadlines and some sources may require that the project has already successfully secured financing commitments. Since financing is critical and generally competitive, organizations and agencies that provide funding can often effectively dictate the type and size of projects. Thus, in some years senior housing may be favored by financing programs, while in other years family housing may be preferred. Target income levels can also vary from year to year.

This situation has worsened in recent years. Federal an d state funding has decreased and limited amounts of housing funds are available. Tax credits, often a fundament al source of financing for affordable housing, are no longer selling on a one for one basis. In other words, once a project has recei ved authorization to sell a specified amount of tax credits to equity investors, the investors ar e no longer purchasing the credits at face value but are purchasing them at a discount.

Nonetheless, the City has been successful in collaborating with other stakeholders for the development of affordable housing in Lake Forest. For example, the City recently ente red into an affordable housing agreement with National Community Renaissance for a loan to assist with the d
evelopment of the 71-unit Mountain View Affordable Housing Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-89 Community. The City approved entitlements for the community with four incentives, that included reductions in the City’s development standards.

The City has collaborated through Development Agreements with several developers on affordable housing in new neighborhoods. The City has included Program 5: Facilitate Affordable and Special Needs Housing Construction, to continue this tradition and further enhance the development of affordable and special needs housing in the City. The following represent affordable housing in conjunction with the new housing developments in Lake Forest:
• Baker Ranch has an affordable housing apartment complex (The Arroyo at Baker Ranch). • The Portola Center development (under construction in 2021), which w ill be located at the intersection of Glenn Ranch Road and Saddleback Ranch Road, will feature an affordable housing complex age-restricted for senior citizens.
• “The Meadows Senior Affordable Apartments” were approved by Planning Commission on August 19, 2021. The project includes two-story 65-unit apartment complex, including 64 senior affordable units (of which 7 will be permanent supportive housing) and one market-rate ma nager’s unit and associated site improvements. The project site is located on an approximately 2.6-acre lot in the Nakase Planned Community located on the southeast corner of the intersection of Rancho Parkway and Bake Parkway.

REQUESTS TO DEVELOP AT LOWER DENSITIES
New State Housing Element law now requires the non-gover nmental constraints analysis to evaluate developer requests to build at densities below the density identified in the Housing Element sites inventory. The following table presents the developed densities in recent multi-family and mixed-use projects in the Lake Forest, compared to the maximum permitted densities under zoning:

TABLE 60: COMPARISON OF ZONED AND BUILT DENSITIES
Project Zoning General
Plan
Permitted
Density
Built
Density
Percent
of Max
Sr. Housing – Meadows
(Approved but not
constructed as of 12/21)
Senior Affordable
Housing (SAH) in the
Nakase Planned
Community
High
Density
Residential
25-43 du/ac 25 du/ac 58%
Mountain View Affordable
Housing Community
(Approved but not
constructed as of 12/21)
Multifamily Dwellings
(R2)
High
Density
Residential
25-43 du/ac 36 du/ac 84%
Portola Center Senior
Housing Mixed Use
(Approved but not
constructed as of 12/21)
Mixed Use (MU) in the
Portola Hills Planned
Community
Mixed Use
43 Maximum
43 du/ac
29 du/ac 67%
Copper Leaf and Silver Oak
at Iron Ridge
Multi-Family Dwellings
(MF) in the Portola
Hills Planned
Community
Medium
Density
Residential
15-25 du/ac 18 du/ac 72%
Covera at Serrano Summit Multifamily Dwellings
(R2) with Planned
Development overlay
Medium
Density
Residential
15-25 du/ac 19 du/ac 76%
Arieta at Serrano Summit Multifamily Dwellings
(R2) with Planned
Development overlay
Medium
Density
Residential
15-25 du/ac 21 du/ac 84%
Brookland at Baker Ranch Residential (R) in the Medium 15-25 du/ac 13 du/ac 52% Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-90 Baker Ranch Planned
Community
Density
Residential
The Rowe and The Courts
at Baker Ranch (mix of
multi-family and single-
family)
Mixed Use (MU) in the
Baker Ranch Planned
Community
Mixed Use
43 Maximum
43 du/ac
17 du/ac 40%
The Rowe II and The
Courts II at Baker Ranch
(mix of multi-family and
single-family)
Residential (R) in the
Baker Ranch Planned
Community
Medium
Density
Residential
15-25 du/ac 16 du/ac 64%
Arroyo Apartmen ts at Baker
Ranch
Mixed Use (MU) in the
Baker Ranch Planned
Community
Mixed Use
43 Maximum
43 du/ac
30 du/ac 70%
Avalon Apartments at Baker
Ranch
Mixed Use (MU) in the
Baker Ranch Planned
Community
Mixed Use
43 Maximum
43 du/ac
30 du/ac 70%
El Paseo Condominiums Residential (R) in the
Foothill Ranch
Planned Community
Medium
Density
Residential
15-25 du/ac 20 du/ac 80%
Source: City of Lake Forest, 2021
As illustrated by this table, the City has approved and the market supports pr ojects at the middle to upper end of the density range. However, in order to ensure future development implements densities planned for in the Housing Element sites inventory, the City has relied on a capacity adjustment of 75% based on typical densities, consistent with default densities for lower income a ffordability. Combined with other ad justments, the City assumes a 50% capacity at mixed-use sites based on the maximum density allowed. 4C. Environmental Constraints
According to the City’s 2040 General Plan Existing Co nditions Report and General Plan Environmental Impact Report, there are multiple environmental hazards affecting residential development in the City. These hazards include geologic and seismic conditions, wildfire (which provide t he greatest threat to the built environment), and human- induced hazards (including hazardous materials). The following hazards may impact development of residential units in Lake Forest. None of the sites identified in the land in ventory (Appendix A) have environmental constraints that would preclude the assumed level of development.

GEOLOGIC AND SEISMIC HAZARDS
Similar to other southern California cities, the City of Lake Forest is located in an area of high seismic activity. Although no active or potentially active faults traverse the City, Lake Forest is located in close proximity of multiple faults: the Newport-Inglewood-Rose Canyon Fault; the Palos Verdes Fault; the Whittier-Elsinore Fault; the Chino Fault; the San Andreas Fault; and the San Jacinto Fault. Surface ruptur e in Lake Forest is unlikely since no faults have been identified within the City boundaries. However, the City is likely to experience ground shaking, the degree to which would be based on the fault from which the earthquake occurs, its distance from the City, and the magnitude.

Impacts of an earthquake include potential liquefaction, wh ich occurs when the strength and stiffness of a soil is reduced by intense ground shaking. Structures particularly susceptible to earthquake damage include tilt-up structures, unreinforced masonry buildings, older buildings, and mobile homes.

The City is located along the southwestern flank of the Santa Ana Mountains and contains areas with steep slopes, particularly in the Foothill Ranch and Portola Hills area. Portions of Lake Forest are located within state-designated liquefaction and landslide zones. After the 1971 San Fernando earthquake, building codes and design criteria were updated to address seismic occurrences. The Lake Forest General Plan Public Safety Element contains Goals, Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-91 Policies, and Actions that address geologic and seismic haza rds within the City. Policies include requiring special site-specific studies in areas potentially subject to lique faction and incorporating site specific seismic structural design as required by applicable building codes.

WILDFIRE
P a r t s o f L a k e F o r e s t a r e l o c a t e d w i t h i n a r e a s i d e n t i f i e d b y C A L F I R E a s V e r y H i g h F i r e H a z a r d S e v e r i t y Z o n e s , including the Whiting Ranch Wilderness Area, the open sp ace north of Portola Parkwa y between Portola Hills and Foothill Ranch, and a small portion extending south to Portola Parkway northwest of the Foothill Ranch community.4 These areas are within local responsibility areas and under the service area of Orange County Fire Authority (OCFA).

The Lake Forest General Plan Public Safety Element contains Goals, Policies, and Actions that address wildfires and emergency preparedness in the city. These include regulatory standards such as ensuring residential building codes comply with California Building and Fire Codes, mutual aid agreements and coordination with OCFA and CAL FIRE, and emergency operations and preparedness plans. Althou gh these standards may constrain development to an extent, they are necessary to ensure public safety.

HAZARDOUS MATERIALS RELEASE
The City of Lake Forest is suscepti ble to the danger of hazardous materi als spills from highways, railways and industrial facilities that store, use, or dispose of hazardous materials. This danger is somewhat mitigated, however, by various State and Federal legislation regulating the use, storage, and transportation of hazardous materials and the strict enforcement of these regulations. Additionally, the San Onofre Nuclear Generating Station is approximately 25 miles south of Lake Forest. It was shut down in 2012 and permanently retired in 2013 after attempts to restart it failed. Although it is no long er operational, a large volume of nuclear wast e is stored on site. Lake Forest is in the station’s “ingestion pathway zone,” that is, the area w here radioactive material released from the plant could contaminate food or water and potentially be ingested.
4D. Infrastructure Constraints
Another factor adding to the cost of new construction is the provision of ad equate infrastructure: major and local streets; curbs, gutters, and sidewalk s; water and sewer lines; storm drai ns; and street lighting. All these improvements may be required to be built or installed in conjunction with new development. In most cases, these improvements are dedicated to the City, which is then responsible for their maintenance. The initial construction cost of these facilities is borne by developers, added to the cost of new housing units, and eventually passed on to the homebuyer or property owner. As noted in the Resources chapter of this Housing Element, public infrastructure and services are available for all the sites included in the sites inventory, including the capacity to accommodate Lake Forest’s total share of the regional housing need (RHNA).

Senate Bill 1087 (enacted 2006) requires that water providers develop written policies that grant priority to proposed development that includes housing affordable to lower income households. The legislation also prohibits water providers from denying or conditioning the approval of development that includes housing affordable to lower income households unless specific written findings are made. Sena te Bill 1087 also mandates priority sewage collection and treatment service to housing developments providing units affordable to lower income households. The City will provide a copy of the Housing Element to its water and sewer providers in compliance with Government Code Section 65589.7 and SB 1087. As well, the Community Development Department will continue to coordinate with the water and sewer providers to ensure priority service provision to affordable housing developments.

WATER CAPACITY
Water service in Lake Forest is provided by three separate, independent utility districts: Irvine Ranch Water District (IRWD), El Toro Water District (ETWD), and Trabuco Canyon Water District (TCWD). Most of the City (approximately 83%) receives its water from IRWD, one of the largest water districts in Orange County and a member agency of the Municipal Water District of Orange County (MWDOC), whi ch is a wholesale importer and member agency of the

4 “Very High Fire Hazard Severity Zones in LRA,” CAL FIRE (October 2011).

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-92 Metropolitan Water District (MWD). A small portion of the City, the Portola Hills community, is located within TCWD service area boundary, yet is provided water by IRWD. IRWD receives its wa ter supplies through a combination of groundwater from the Orange County Groundwater Basin, recycled water, and imported water supplies through MWDOC. The ETWD provides service to residents in the southeast corner of the City and relies completely on imported treated water from MWDOC to meet potable water demands.

Both the IRWD 2020 Urban Water Management Plan and ETWD 2020 Draft Urban Water Management Plan state they will be able to serve 100 percent of projected demands for the City of Lake Forest in normal, single-dry and multiple-dry years. Because of this, the projected pu rchases from IRWD and ETWD are assumed to make up differences between demand and other projected (groundwat er and recycled water) supplies. Collectively, water supplies are projected to be sufficient to meet demands in all year types through the planning horizon (20 years).5,3 The City of Lake Forest General Plan Environmental Impact Report (EIR) analyzed potential impacts to water capacity as a result of implementation of the General Plan Lan d Use Plan. When the net impact to potable water demand generated as a result of implementation of the Land Use Plan is compared to the supply available to the two Districts, it can be seen that both Districts have ample water supply to account for buildout of the General Plan. The General Plan includes a range of policies designed to ensure an adequate water supply for development and to minimize the potential adverse effects of increased water use.

SEWER CAPACITY
As with the water system, the City’s sewer services are divided up by three utility districts, IRWD, ETWD, and TCWD.

Among the three agencies, there are approximately 215 miles of sewer main within the borders of Lake Forest. As of 2008, the IRWD MWRP had a plant capacity of 18 million gallons per day (mgd) but it was recently expanded to a capacity of 28 mgd. As of 2014, the ETWD LAWRP had a plant capacity of 7.5 mgd but only approximately 3.43 mgd was being conveyed to the LAWRP for treatment. As discussed above, the only section of Lake Forest which TCWD provides wastewater se rvices for is a portion of the Portola Hills community. The amount of flow capacity available to the Portola Hills Community is limited by th e total capacity that TCWD owns in SMWD’s wastewater collection system and the Chiquita Water Reclamation Plant. The District owns 0.558 mgd of capacity in SMWD’s wastewater collection system and Chiquita Water Reclamation Plant. 0.428 mgd is reserved specifically for TCWD’s El Toro Road Zone. Of the 0.428 mgd reserved for the El Toro Road Zo ne, 0.158 mgd is reserved for its Portola Hills customers.

As Lake Forest continues to develop in the future, there will be an increased need for water and wastewater services, including a reliable source of recycled water. These needs have been addressed in the three utility districts’ master plans in coordination with the City. It will require that the Districts contin ue to implement phased improvements to some pump stations, sewer mains, and the various wastewater treatment plants when triggered by growth.

Based on implementation of the General Plan Land Use Pl an with which this sites in ventory is consistent, the projected flows for each District are not expected to exceed the treatment capacity available for the Districts. This assumes that the majority of the flow generated in the IRWD service area is conveyed to the LAWRP for treatment.

There may be local infrastructure impacts for each of the focus areas as identified in the General Plan. Sub-Area master plans or development impact studies may be required by IRWD and ETWD for each of the focus areas to determine infrastructure impacts.

While full buildout of the development in the General Plan would slightly increa se the existing treatment demand at the Districts’ treatment plants, the General Plan includ es a range of policies designed to ensure an adequate wastewater treatment capacity for development. The Districts must also periodically review and update their Master Plans. As growth continues to occur within the Planning Area and prior to the approval of new development, the Districts will identify necessary system upgrades and capacity enhancements to meet growth in coordination with the City.

5 “2020 Urban Water Management Plan: Irvine Ranch Water District,” Irvine Ranch Water District (June 2021).

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-93

STORM WATER DRAINAGE
The City of Lake Forest spans three watershed areas with five natural creeks. A flood control system has been constructed to direct runoff away from developed areas and prevent flooding from rain. The Orange County Flood Control District (OCFCD) is responsible for regional flood control and maintains several facilities within the City. The City works closely with OCFCD to de termine needs for flood control improv ements and to identify improvements needed to accommodate proposed develo pment projects. With these existing facilities and review procedures in place, the City’s flood control system is not expected to limit development during the planning period.

ELECTRIC, GAS, AND TELECOMMUNICATIONS
Southern California Edison (SCE) provides electrical service and Southern California Gas Company (SoCalGas) provides natural gas services to re sidences and businesses throughout the City of Lake Forest. SCE provides electricity service to 15 million people over an appr oximately 50,000 square mile area throughout southern California.6 SoCalGas provides natural gas service to approximately 21.6 milli on customers, spanning roughly 20,000 miles.7 Infrastructure to deliver electricity and natural gas throughout Lake Fo rest is currently in place. SCE and SoCalGas can generally can provide these services to newer development on request.

Telecommunications services in Lake Forest are provided by a variety of service providers including AT&T and Spectrum. Infrastructure to deliver telecommunications throughout Lake Forest is currently in place and can generally be provided to newer development upon request.

6 “About Us,” Southern California Edison, https://www.sce.com/about-us (November 2021). 7 “Company Profile,” Southern California Gas Company, https://www.socalgas.com/about-us/company-profile (November 2021).

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-94

5. Housing Resources
This section of the Housing Element describes resources available for housing development. Resources include land designated for housing development and financial resources to assist with the development of housing. 5A. Regional Housing Needs Allocation (RHNA)
The City of Lake Forest falls under the jurisdiction of the Southern California Association of Governments (SCAG).

SCAG is responsible for developing a Regional Housing Ne eds Plan (RHNP) allocating the region’s share of the statewide housing needs to lower-level councils of governments, which then allocate the needs to cities and counties in the region. The Regional Housing Need Asse ssment (RHNA) is a minimum projection of additional housing units needed to accommodate projected household growth of all income levels by the end of the Housing Element’s statutory planning period.

This RHNA covers an 8-year planning period (2021 through 2029) and is divided into four income categories: very low, low, moderate, and above moderate. Pursuant to AB 2634, local jurisdictions are also required to project the housing needs of extremely low-income households (0-30% Area Median Income (AMI)). In estimating the number of extremely low-income households, a jurisdiction can us e 50% of the very low-income allocation; therefore, the City’s very low income RHNA of 956 units can be split into 478 extremely low income and 478 very low-income units.

The largest component of Lake Forest’s RHNA (36%) is for above-moderate income households, which is primarily addressed through the development of single-family homes (attached and detached). Multifamily projects like apartments and condominiums, especially smaller unit sizes, are affordable to lower income households. Housing for lower income households is not typically provided in the Orange County market without some level of subsidy or regulatory requirement, and thus the Housing Element will need to provide sites at sufficient densities, combined with programs to support affordability, to address the housing needs of lower income households.

TABLE 61: RHNA 2021-2029
Income Group Total Housing
Units Allocated
Percentage of
Units
Extremely/Very Low 956 30%
Low 543 17%
Moderate 559 17%
Above Moderate 1,178 36%
Total 3,236 100%
Source: Southern California Association of Governments, 2021 5B. Progress Towards the RHNA
Since the RHNA uses June 30, 2021 as the baseline for growth project ions for the 2021-2029 planning period, jurisdictions may count housing units that have been developed, are under construction, and/or have received their building permits after June 30, 202 10 toward their RHNA obligation. Since this date, 755 461 housing units have been developed, are under construction, or have received building permits in Lake Forest (Table 62). These figures are accurate as of August 31, 2021.

Jurisdictions may also count projects that are approved/entitled but not yet built or under construction ;. 753 976 units in multiple income categories have been approved /entitled and are expected to be developed within the planning period. These credits towards meeting the City’s RHNA obligation are specified in Table 62, and the affordability of each unit type/project is described in the following sections. These figures are accurate as of August 31, 2021.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-95 TABLE 62: CREDITS TOWARDS THE RHNA
Project
Extremely and
Very Low
income (0-
50% AMI)
Low income
(51-80%
AMI)
Moderate
income (81-
120% AMI)
Above
Moderate
income
(121%+ AMI)
Total
Units Constructed/Under Construction/Building Permits Issued since June 30, 2021 Teresina 0 0 0 5731 5731
Serrano Summit 0 0 0 308200 308200
Portola Center 0 0 0 386217 386217
Portola Center Second Units 1 1 1 0 3
Accessory Dwelling Units 12 12 13 13 410
Subtotal 13 13 14 752451 755461
Approved/Entitled Units Not Yet Under Construction
Teresina 0 0 0 26 26
Serrano Summit 0 0 0 65 65
Portola Center 0 0 0 140 140
Portola Center Second Units 53 84 53 00 1810
Portola Senior Housing Project 25 32 0 1 58
The Meadows (Nakase) 7 57 0 542 606
Mountain View 70 0 0 1 71
Portola Senior Housing Project 25 32 0 1 58
Portola Center Second Units 5 8 5 0 18
Subtotal 107105 9793 53 544775 753976
Total 108 9896 67 1,2961,226 1,5081,437
Source: City of Lake Forest, August 31,2021.

Note: Units identified as affordable to extremely and very low- and low-income households will be deed restricted.

AFFORDABILITY OF UNITS CREDITED TOWARDS THE RHNA
Units credited towards the RHNA are distributed among the four affordability categories (extremely/very low, low, moderate, and above moderate) based on affordability restrictions (as is the case with affordable housing projects including the Meadows, Mountain View, and Portola Senior Housing Project) or housing cost for those specific types of units (the case for all other units, excluding accessory dwe lling units and second units), based on real home rental/sale rates and established a ffordability levels. For example, tT he market rate rents and sales prices for both single-family attached and single-family detached homes in Lake Forest are typically affordable to households earning above moderate incomes (120%+ AMI), and are allocated as such, as discussed in the Housing Affordability by Income Level discussion above (this applies to Teresina, Serrano Su mmit, Portola Center, and the Meadows) .

The City has approved several ( 410) ADUs since July 1, 2021 and has an additional three inunits in the pipeline (discussed separately) ; based on information collected as part of the ADU application process and industry standards including SCAG’s ADU affordability methodology (discussed later), the City has assumed one two of the permitted constructed/under construction ADUs is are affordable to extremely low/very low income, one two is are affordable to low income, one three is are affordable to moderate income, and one isthree are affordable to above moderate income.

According to data collected from Zillow.com and Craigslist.com in January 2021, the average rents reported for Lake Forest were $1,816 for studio units, $1,841 for 1- bedroom units, $2,225 for 2-bedroom units, $3,193 for three-bedroom units, and $4,933 for four or more bedroom units. Based on this data and the housing affordability thresholds shown in the Needs Assessment, low income (51-80% AMI) households (affordable monthly rent is at least $1,883) can afford a studio or 1-bedroom unit, whil e 2-bedroom units are generally affordable to moderate Item: 9
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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-96 income (81-120%) households (affordable monthly rent is at least $2,241). Larger (3+ bedrooms) units are sometimes affordable to larger (4+ person) households but are gener ally affordable to above moderate income (120%+ AMI) households.

Actual unit affordability will vary greatly based on unit size, household size an d other factors. Given the distribution of affordability by income level based on unit and family size as described above, the City has assumed that new multifamily housing generally develops at densities of at least 30 du/ac and will result in the availability of units at very low, low, and moderate incomes; and new single-family attached or detached units will be su itable for moderate and above moderate income households.

Condominium units are considered entry-level homes and based on pricing are designated as affordable to moderate-income households. According to Zillow.com, in January 2021, the median price for condominiums sold in the City was $485,000, which is affordable to a four-person moderate-income household (for which the maximum affordable purchase price is $493,708).

UNITS CONSTRUCTED OR UNDER CONSTRUCTION
According to City building permit records, as of June 30, 2021, 755 461 new units have been constructed, are under construction, or have building permits pulled in Lake Forest, of which 1 3 (an two ADUs and one second unit in Portola Center) has have been determined to be affordable to extremely low/very low income households, 13 (an two ADUs and one second units in Portola Center ) has have been determined to be a ffordable to low income households, 14 (an three ADUs and one second unit in Portola Center) has have been determined to be affordable to moderate income households, and the remaining 760 451 units are affordable to above-moderate income households. Completed/under construction/building permits issued units include the following projects:

Teresina (formerly “Pinnacle at Serrano Highlands”)
Teresina is a single-family detached residential subdivision of approximately 24.6 acres with residences ranging from 3,238-4,329 square feet, including 4-5 bedrooms, and priced from $1,305,000. Teresina includes 85 detached single-family residential units. As of June 30August 31, 2021, 57 31 of the units have have been constructed or are under not completed construction since the planning baseline date of June 30, 2021; units constructed prior to this date are not counted as a credit towards the City’s 6th Cycle RHNA.. These homes are affordable to above moderate- income households.

Serrano Summit
Serrano Summit is a residential community composed of detached single-family residential and attached condominiums located adjacent to the City’s Civic Center. Serrano Summit includes 537 residential units, a portion of which have already been developed. As of June 30August 31, 2021, 308 200 of the units have been constructed or are under construction since the planning baseline date of June 30, 2021; units constructed prior to this date are not counted as a credit towards the City’s 6th Cycle RHNAhave not been completed construction. These units range in price from $700,000 to $1,200,000 and are affordable to above moderate-income households.

Portola Center (including Second Units)
Portola Center totals nearly 196 acres and includes single-family and multi-fa mily residential units and commercial retail space, as well as other public and private recreational amenities. At completion, the 195-acre Portola Center site will include:
• 860 residences, including, single-family residences, multi-family resident ial units and affordable senior housing above commercial space.
• 10,000 square feet of commercial space.
• A 5-acre public park with playgrounds, picnic areas, and sports fields. • New trails with exercise stations.
• Three private neighborhood parks totaling more than ten acres, including one with a rec center and pool. • 44-plus acres of open space, including a 1.5-mile Perimeter Trail available to the public and adjacent private perimeter park with trail connections to Whiting Ranch Regional Park.

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City of Lake Forest GENERAL PLAN │ Final Draft Housing Element Background Report │ Page BR-97 A portion of Portola Center has been developed. As of June 30August 31, 2021, 386 217 of the units have been constructed or are under construction since the planning baseline date of June 30, 2021; units constructed prior to this date are not counted as a credit towards the City’s 6th Cycle RHNAhave not completed construction. These are all assumed to be affordable to above moderate-income households. An additional 58 units (the affordable senior housing project) are approved/entitled but not yet (2021) under construction and are addressed in the following section. It should be noted that the Portola Center project also requires the development of 18 second units, three of which have been constructed or ar e under construction, as of August 31, 2021 (but after the baseline date of June 30, 2021). The affordability level of these ADUs is assumed to be consistent with the findings of SCAG’s ADU affordability study and the findings for Orange County.

UNITS APPROVED/ENTITLED
Based on City records, 753 976 units have been approved in Lake Fore st that are not currently (2021) under construction but are expected to be completed during the planning period. Of these 753 976 units, 102 will be deed- restricted affordable to extremely low/ very low-income households, 89 will be deed-restricted to low-income households, and 544 774 are affordable to above-moderate income households. An additional 18 10 second units will be provided in Portola Center, an d the expected affordability of these second units is based on SCAG’s ADU affordability methodology for Orange County. Projects that are approved but not yet constructed include the following:

Teresina (formerly “Pinnacle at Serrano Highlands”)
As discussed in the prior section, Teresina will include 85 homes; as of August 31, 2021, 26 of these units are approved/entitled, but not yet under construction. All of these units are expected to be affordable to above moderate income households.

Serrano Summit
As discussed in the prior section, Serrano Summit will include 537 homes; as of August 31, 2021, 65 of these units are approved/entitled, but not yet under construction. All of these units are expected to be affordable to above moderate income households.

Portola Center (including Second Units)
As discussed in the prior section, Portola Center will include 860 homes; as of August 31, 2021, 140 of these primary units (excluding the Senior Housing Project, which is discussed separately) are approved/entitled, but not yet under construction. An additional 10 second units are also approved/entitled, but not yet under construction. All of the 140 primary units are expected to be affordable to above mo derate income households; three of the second units are expected to be affordable to extremely very low/low income households, four are expected to be affordable to low income households, and three are expected to be affordable to moderate income households.

Portola Senior Housing Project
As previously described, the 195-acre Portola Center site will include a 58-uni t affordable senior housing project.

This project will accommodate extremely low/very low and low-income households and, based on discussions with the developer, the City has assumed that 25 of the unit s will be affordable to extremely low/very low-income households, 32 will be affordable to low-income households, and 1 (the manager’s unit) will be affordable to above moderate-income households.

Lake Forest City CouncilJanuary 4, 2022

Lake Forest City Council
January 4, 2022