Agenda packet — Lake Forest City Council, September 6, 2022 (part 1 of 2)

September 6, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 1 AGENDA

LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, September 6, 2022
Closed Session 5:30 p.m.

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. To ensure that the City Council receives your comments, you may submit written comments or voicemail messages to the City Clerk prior to the meeting. 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.

P
UBLIC 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#.

September 6, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 2 CALL TO ORDER: 5:30 p.m.

Council Members: Neeki Moatazedi (Teleconference)
Mark Tettemer
Scott Voigts
Mayor Pro Tem: Doug Cirbo
Mayor: Robert Pequeño (Teleconference)
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Lisa Berglund
CLOSED SESSION PUBLIC COMMENT:

CLOSED SESSION: At this time, the City Council may recess to Closed Session for conference with Legal Counsel to discuss the items listed below pursuant to Government Code requirements. Any items not concluded by 6:30 p.m. may be continued to the end of the Public Session. At this time, members of the public may address the City Council regarding any items listed on the Closed Session agenda. No action may be taken on items not listed on the agenda unless authorized by law. Comments shall be limited to three minutes per item. Any person wishing to address the City Council on a Closed Session matter is requested to complete a "Request to Speak" form available at agenda public review table near the entrance. The completed form is to be submitted to the City Clerk prior to an individual being heard by the City Council. Whenever possible, lengthy testimony should be presented to the City Council in writing (8 copies) and only pertinent points presented orally.

CLOSED SESSION (Item No. 1)
CLOSED SESSION: At this time, the City Council may recess to Closed Session for conference with Legal Counsel to discuss the items listed below pursuant to Government Code requirements. Any items not concluded by 6:30 p.m. may be continued to the end of the Public Session.

1. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION

SIGNIFICANT EXPOSURE TO LITIGATION PURSUANT TO
GOVER
NMENT CODE SECTION 54956.9 (D)(2) NUMBER OF

POTENTI
AL CASES: 1
RECOMMENDED ACTION: Conduct Closed Session
RECESS: City Council will recess to Closed Session for the purpose of conducting regular City business.

RECONVENE: City Council will reconvene to continue regular City business.

September 6, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 3 PUBLIC SESSION: 6:30 p.m.

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 Pastor Araceli L. Godoy, Church Plant Liaison, Faro Church.

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

CLOSED SESSION REPORT: City Attorney will report on Closed Session.

REPORT FROM STUDENT LIAISON: Report from Sam Quiambao, Student Liaison from El Toro High School.

PRESENTATIONS: (Item Nos. 2 – 4)

2. A PRESENTATION OF AWARD FROM THE AMERICAN SOCIETY OF

CIVIL ENGINEERS FOR THE SANTIAGO CANYON ROAD HIGHWAY
SAFETY

IMPROVEMENT PROJECT
RECOMMENDED ACTION: Receive and file the presentation of award for the Santiago Canyon Road Highway Safety Improvement Project.

3. CONSIDER A PROCLAMATION DECLARING SEPTEMBER 2022 AS

HUNGER ACTION MONTH
RECOMMENDED ACTION: Present a proclamation designating
September 2022 as “Hunger Action Month”

4. PROCLAMATION DESIGNATING SEPTEMBER 2022 AS NATIONAL

PREPAREDNESS MONTH
RECOMMENDED ACTION: Approve the Proclamation designating September 2022 as National Preparedness Month
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 an d enter Passcode 1004# or by phone at (312) 584- 2401 and enter meeting number 5038350# followed by Passcode 10 04#.

September 6, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 4 CONSENT CALENDAR (Item Nos. 5 – 16)
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.

5. MOTION TO WAIVE READING OF 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.
6 . CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION: Approve the warrant register in the amount of $4,199,843.04 as submitted.

7. MONTHLY TREASURER'S REPORT - JULY 2022
RECOMMENDED ACTION: Receive and file.

8. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON JULY 20, 2021
RECOMMENDED ACTION: Approve as submitted.

9. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON JUN
E 21, 2022
RECOMMENDED ACTION: Approve as submitted.

10. MINUTE S OF THE REGULAR MEETING OF THE CITY COUNCIL HEL
D ON JULY 5, 2022
RECOMMENDED ACTION: Approve as submitted.

11. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL
HEL
D ON JULY 19, 2022
RECOMMENDED ACTION: Approve as submitted.

September 6, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 5

12. LEGISLATIVE MATTERS
RECOMMENDED ACTION: 1. RECEIVE AND FILE A LEGISLATIVE
UPDATE
FROM STAFF.

2. APPROVE STAFF’S RECOMMENDATION TO OPPOSE SENATE BILL 1127.

13. SECOND READING AND ADOPTION OF ORDINANCE NO. 355 AN ORDINA

NCE OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST,
CAL
IFORNIA, AMENDING SECTION 9.146.050 OF THE LAKE FOREST

MUNICIPAL CODE GOVERNING ACCESSORY DWELLING UNITS AND
JUNIOR

ACCESSORY DWELLING UNITS AND FINDING THE ACTION

TO BE E

XEMPT FROM CEQA
RECOMMENDED ACTION: Conduct Second Reading of Ordinance No. 355 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE

FOREST,
CALIFORNIA, AMENDING SECTION 9.146.050 OF THE LAKE
F

OREST MUNICIPAL CODE GOVERNING ACCESSORY DWELLING

UNITS A

ND JUNIOR ACCESSORY DWELLING UNITS AND FINDING

THE ACT
ION TO BE EXEMPT FROM CEQA. Adopt Ordinance No. 355.
1 4. SECOND READING AND ADOPTION OF ORDINANCE NO. 356, AN ORDINA

NCE OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST,
CAL
IFORNIA APPROVING ZONING CODE AMENDMENT (ZC) 03-22-
5511 AMENDING THE CITY’S ZONING MAP AND VARIOUS

PROVISIONS OF THE LAKE FOREST MUNICIPAL CODE REGARDING
MIXED
-USE ZONING DISTRICT AND ASSOCIATED REGULATIONS,
DEVEL

OPMENT AND DESIGN STANDARDS AND AMENDING THE
FOL
LOWING PLANNED COMMUNITY TEXTS REGARDING THE SAME;

FOOTHIL

L RANCH, PACIFIC COMMERCENTRE, LAKE FOREST, EL

TORO, A
ND RANCHO DE LOS ALISOS PLANNED COMMUNITIES; AND
DETERM

INING THAT NO ADDITIONAL ENVIRONMENTAL REVIEW IS
NEC

ESSARY FOR THE ORDINANCE UNDER STATE CEQA
GUIDEL
INES SECTION 15183
September 6, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 6 RECOM
MENDED ACTION: Conduct Second Reading of Ordinance No.
356 entitled: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

LAKE FOREST, CALIFORNIA APPROVING ZONING CODE
AMENDMENT (ZC) 03-22-5511 AMENDING THE CITY’S ZONING MAP

AND VARIOUS PROVISIONS OF THE LAKE FOREST MUNICIPAL

CODE REGARDING MIXED-USE ZONING DISTRICT AND ASSOCIATED

REGULATIONS, DEVELOPMENT AND DESIGN STANDARDS AND

AMENDING THE FOLLOWING PLANNED COMMUNITY TEXTS
REGARDING THE SAME; FOOTHILL RANCH, PACIFIC

COMMERCENTRE, LAKE FOREST, EL TORO, AND RANCHO DE LOS
ALISOS PLANNED COMMUNITIES; AND DETERMINING THAT NO

ADDITIONAL ENVIRONMENTAL REVIEW IS NECESSARY FOR THE
ORDINANCE UNDER STATE CEQA GUIDELINES SECTION 15183.

Adopt Ordinance No. 356.

15. AWARD OF CONTRACT FOR SAFE STEP IMPROVEMENT PROJECT RECOMMENDED ACTION: 1. Approve contract documents for Safe Ste p
Improve
ment Project (PW 2021-02).

2. Wa
ive any bid irregularities and immaterial forms considered inconsequential deviations to the award of contract.

3. Awar
d a contract to All Cities Engineering, Inc with a contract price of $
720,314.25.

4. R
eject all other bids received and authorize return of the bid bonds upon receipt of the executed contract documents from All Cities Engineering, In
c.

5. Au
thorize the Mayor to sign, and the City Clerk to attest the contract with All Cities Engineering, Inc.

6. A
uthorize the City Manager to approve contract change orders up to a m
aximum of ten percent of the contract amount.

7. Ad
opt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2021- 2023 OPERATING BUDGET, AMENDING THE 2021-2028 CAPITAL

IMPROVEMENT PLAN, AND AMENDING APPROPRIATIONS FOR
FISCAL
YEAR 2022-23
September 6, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 7

16. AWARD OF CONTRACT FOR REPLACEMENT OF SERVERS AND
STORAG

E AREA NETWORK
RECOMMENDED ACTION: 1. Award a Professional Consultant Services A
greement to Abtech Technologies, in the amount of $115,704.00 for replacement of servers and Storage Area Network.

2. Authorize the Mayor to sign, and the City Clerk to attest, the Agreement with Abt
ech Technologies, substantially in the form attached.

PUBLIC HEARING(S) (Item Nos. 17 – 18)
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.

17. CONTINUED PUBLIC HEARING REGARDING AN ORDINANCE OF THE CITY OF LAKE FOREST, CALIFORNIA, REPEALING CHAPTER 9.224 AND AD
DING CHAPTER 1.18 TO THE LAKE FOREST MUNICIPAL

CODE REGARDING REASONABLE ACCOMMODATIONS
RECOMMENDED ACTION: Introduce for first reading an Ordinance Entitled: AN ORDINANCE OF THE CITY OF LAKE FOREST,
CAL
IFORNIA, REPEALING CHAPTER 9.224 AND ADDING CHAPTER

1.18 TO THE LAKE FOREST MUNICIPAL CODE REGARDING
REASO

NABLE ACCOMMODATIONS AND FINDING THE ACTION TO
BE EXE

MPT FROM CEQA

18. FISCAL YEAR 2021-22 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) CONSOLIDATED ANNUAL PERFORMANCE EVALUATION
REPORT
(CAPER) AND CAPITAL IMPROVEMENTS PLAN
APPRO

PRIATIONS AMENDMENT
RECOMMENDED ACTION: 1. Adopt a Resolution entitled: A

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

FOREST,
CALIFORNIA, APPROVING THE FY 2021-22

CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT

FOR THE CITY'S COMMUNITY DEVELOPMENT BLOCK GRANT
PROGR
AM.

September 6, 2022 LAKE FOREST CITY COUNCIL AGENDA Page 8

2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2021- 2028 CAPITAL IMPROVEMENTS PLAN, AMENDING
APPROPRIATIONS FOR FISCAL YEAR 2022-23.

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 September 1, 2022.

Lisa Berglund
Ci
ty Clerk

CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: Public Works
SUBJECT:

A PRESENTATION OF AWARD FROM THE AMERICAN SOCIETY OF CIVIL

ENGINEERS FOR THE SANTIAGO CANYON ROAD HIGHWAY SAFETY

IMPROVEMENT PROJECT
RECOMMENDED ACTION(S):

Receive and file the presentation of award for the Santiago Canyon Road Highway Safety Improvement Project.

EXECUTIVE SUMMARY:

In 2018, the County of Orange and the City of Lake Forest partnered to design and implement traffic safety measures along Santiago Canyon Road as this corridor has experienced traffic collisions throughout the years. Based upon an initial study prepared by the County of Orange, traffic safety measures were identified and designed to improve safety for road users (including bicyclists), enhance driver awareness, and reduce the likelihood of accidents. The traffic safety measures implemented with this project included:
•Installing high-friction road surface treatment
•Upgrading roadway caution signs (curve ahead, no passing and others) •Upgrading guardrails and reflectors
•Enhancing bike lane buffer areas
•Installing rumble strips along the center of the road
Item: 2
9 2
1 7
8 Image 1: Santiago Canyon Road – Traffic Safety Measures These improvements were completed in April 2021 and were subsequently nominated for a project of the year award through the American Society of Civil Engineers (“ASCE”) Orange County Chapter.

ASCE recognized this project by awarding the County of Orange and the City of Lake Forest the 2022 ASCE Outstanding Safety/Resilience Project Award (Attachment 1). Staff is presenting this award to the City Council in recognition of traffic safety improvements completed for the communities of Lake Forest and the Orange County region.

FISCAL IMPACT:

There is minimal fiscal impact associated with this action.

ATTACHMENTS:
2022 ASCE Outstanding Safety/Resilience Project Award
Initiated By: Tran Tran, Traffic Engineering Manager
Submitted By: Thomas E. Wheeler, Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 2
10 ATTACHMENT
Item: 2
11 Item: 2
12 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: City Clerk
SUBJECT:

CONSIDER A PROCLAMATION DECLARING SEPTEMBER 2022 AS HUNGER

ACTION MONTH
RECOMMENDED ACTION(S):

Present a proclamation designating September 2022 as “Hunger Action Month” EXECUTIVE SUMMARY:

The Orange County Food Bank and Second Harvest Food Bank of Orange County are requesting that the City Council support a proclamation declaring the month of September 2022 as “Hunger Action Month” in the City of Lake Forest.

Hunger can affect people from all walks of life. Millions of Americans are just one job loss, missed paycheck, or medical emergency away from hunger. Feeding America is a nonprofit organization that is a nationwide network of more than 200 food banks that feed the hungry through food pantries, soup kitchens, shelters, and other community-based agencies. Hunger Action Month is a national effort of Feeding America to raise awareness of the levels of food and nutritional insecurity in our country. It is designed to raise awareness of the hunger issue in America.

A representative from Second Harvest Food Bank of Orange County will be in attendance to accept the proclamation.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

September 2022 Hunger Action Month Proclamation.

Item: 3
13 2
1 8
0 Initiated By: Vanessa Hall, Acting Assistant City Clerk Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 3
14 Attachment
Item: 3
15 Item: 3
16 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: City Manager
SUBJECT:

PROCLAMATION DESIGNATING SEPTEMBER 2022 AS NATIONAL

PREPAREDNESS MONTH
RECOMMENDED ACTION(S):

Approve the Proclamation designating September 2022 as National Preparedness Month
EXECUTIVE SUMMARY:

Since its inception in 2004, National Preparedness Month is observed each September in the United States. Sponsored by the Department of Homeland Security Federal Emergency Management Agency ("FEMA"), National Preparedness Month encourages residents to prepare for emergencies at home and work. It is important to encourage our residents to help their families survive and recover from disasters and take the steps to protect their family and home before the next wildfire, earthquake, pandemic, or other disaster. Staff recommends the City Council approve the Proclamation designating September 2022 as "National Preparedness Month" in the City of Lake Forest.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Proclamation designating September 2022 as National Preparedness Month Initiated By: Sharlyn De la Paz, Senior Management Analyst Submitted By: Sean McGovern, Assistant to the City Manager Approved By: Debra Rose, City Manager
Item: 4
17 Attachment
Item: 4
18 PROCLAMATION

THE LAKE FOREST CITY COUNCIL

HEREBY PROCLAIMS
September 2022
AS
“NATIONAL PREPAREDNESS MONTH”
_________________________________
ROBERT PEQUEÑO
MAYOR

DOUG CIRBO

MAYOR PRO TEM
__________________________

SCOTT VOIGTS

COUNCIL MEMBER
_______________________

MARK TETTEMER

COUNCIL MEMBER
__________________________

NEEKI MOATAZEDI

COUNCIL MEMBER
Item: 4
19 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: City Clerk
SUBJECT:

MOTION TO WAIVE READING OF 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: 5
20 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: Finance
SUBJECT:

CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION(S):

Approve the warrant register in the amount of $4,199,843.04 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 $4,199,843.04.

ATTACHMENTS:

Warrant Register
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 6
21 ATTACHMENT
Item: 6
22 This warrant register includes:

Total manual warrants 20,881.46$
Total current warrants 4,178,961.58$
Grand total warrant register 4,199,843.04$
The following warrants are in excess of $10,000:

AMOUNT
360CIVIC 69357 15,193.75
A&H COMMUNICATIONS INC 69430 18,256.00
A.C. LANDSCAPE INC. 69358 13,500.00
ABTECH TECHNOLOGIES INC. 69393 29,447.02
ALL AMERICAN ASPHALT 69313 73,044.73
ANNEALTA GROUP 69431 20,250.62
ARDURRA GROUP INC 69433 82,187.50
BEAR ELECTRICAL SOLUTIONS INC. 69316 44,695.00
BEST BEST & KRIEGER LLP 69436 117,180.67
BEST BEST & KRIEGER LLP 69435 111,997.66
BKF ENGINEERS 69437 18,211.84
BRIGHTVIEW LANDSCAPE SERVICES 69317 331,955.61
BRIGHTVIEW LANDSCAPE SERVICES 69400 145,610.79
CHARLES ABBOTT ASSOCIATES INC 69361 160,017.15
COUNTY OF ORANGE 69405 144,221.70
COUNTY OF ORANGE TREASURER-TAX 69323 1,637,821.79
COUNTY OF ORANGE TREASURER-TAX 69442 144,756.33
ECONOMICS INC. 69447 13,236.67
EL TORO WATER DISTRICT 69448 43,226.21
FAMILIES FORWARD 69365 12,250.00
FAMILY ASSISTANCE MINISTRIES 69330 54,302.17
GREAT SCOTT TREE SERVICE INC 69333 33,337.93
IMS INFRASTRUCTURE MANAGEMENT 69452 20,535.00
INNOVATIVE CLEANING 69367 32,383.63
IRVINE RANCH WATER DISTRICT 69453 75,107.86
JAMEY CLARK INC. 69336 17,047.27
JAMEY CLARK INC. 69454 15,714.27
JAMEY CLARK INC. 69369 10,532.50
MERCY HOUSE LIVING CENTERS INC 69373 10,211.27
NIEVES LANDSCAPE INC. 69342 156,784.66
ONWARD ENGINEERING 69464 17,732.50
R.F. DICKSON CO., INC. 69466 32,480.26
ROBERTSON INDUSTRIES, INC 69345 20,723.00
SAGECREST PLANNING AND 69423 13,017.50
SOUTHERN CALIFORNIA EDISON 69425 72,155.76
SOUTHERN CALIFORNIA EDISON 69469 26,502.50
TAIT & ASSOCIATES INC. 69351 91,086.68
TRASHCANS UNLIMITED LLC 69427 20,353.08
TRAUMA INTERVENTION PROGRAM 69354 10,270.00
Z&K CONSULTANTS, INC. 69356 13,424.50
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
August 2022
Department:

Item: 6
23 10:50 am
09/01/2022

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 92868

0.0008/11/2022 69357OP
08/11/2022011860
08/11/2022JUL (MS)
08/11/2022WEBSITE REDESIGN SERVICES 119585360CIVIC
15,193.7530325

0.00 ORANGE
Total: 69357Check No. 15,193.75
Total for 360CIVIC 15,193.75
CA 92618

0.0008/25/2022 69430OP
06/25/2022011845
06/25/2022(CM)
06/25/2022LIFESIZE LICENSE RENEWAL 119767A&H COMMUNICATIONS INC 18,256.00980001917

0.00 IRVINE
Total: 69430Check No. 18,256.00
Total for A&H COMMUNICATIONS INC 18,256.00
CA 92691

0.0008/11/2022 69358OP
08/11/202201029
08/11/2022(PW)
08/11/2022PARK SIGNS REPAIR PROJECT JUL 119599A.C. LANDSCAPE INC. 13,500.0020847

0.00 MISSION VIEJO
Total: 69358Check No. 13,500.00
CA 92691

0.0008/18/2022 69392OP
08/18/202201029
08/18/2022NATURE PARK JUL (PW)
08/18/2022REPAIR BACKFLOW DEVICES 119679A.C. LANDSCAPE INC. 277.7820862

0.00 MISSION VIEJO
Total: 69392Check No. 277.78
Total for A.C. LANDSCAPE INC. 13,777.78
CA 92081

0.0008/18/2022 69393OP
08/18/2022011409
08/18/2022
08/18/2022IT MANAGED SERVICES AUG (CM) 119669ABTECH TECHNOLOGIES INC. 29,223.50W203082-IN

0.00 VISTA
CA 92081

0.0008/18/2022 69393OP
08/18/2022011409
08/18/2022EQUIPMENT JUL (CM)
08/18/2022DATA RECOVERY SERVICES/ 119670ABTECH TECHNOLOGIES INC. 223.522207062-IN

0.00 VISTA
Total: 69393Check No. 29,447.02
Total for ABTECH TECHNOLOGIES INC. 29,447.02
Item: 6
24 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
2Page:

Taxes Withheld
PA 15250-7878

0.0008/18/2022 69394OP
08/18/202201983
08/18/2022SKATE PARK (CM)
08/18/2022SECURITY MONITORING 8/19-9/18 119671ADT SECURITY SERVICES 119.38935919585

0.00 PITTSBURGH
Total: 69394Check No. 119.38
Total for ADT SECURITY SERVICES 119.38
CA 92630

0.0008/04/2022 69312OP
06/25/20221940
06/25/2022
06/25/2022CDBG SUBRECIPIENT 4TH QTR (CD) 119428AGE WELL SENIOR SERVICES 806.31APR - JUN 2022

0.00 LAKE FOREST
Total: 69312Check No. 806.31
Total for AGE WELL SENIOR SERVICES 806.31
CA 92612

0.0008/18/2022 69395OP
08/18/2022011357
08/18/2022JUL HEORES PARK (PW)
08/18/2022RESTROOM CODES & BATTERIES 119677ALH SECURITY INC. 332.9213469

0.00 IRVINE
Total: 69395Check No. 332.92
Total for ALH SECURITY INC. 332.92
CA 92878-2229

0.0008/04/2022 69313OP
06/25/20220116
06/25/2022PORTOLA TO EL TORO FEB (PW)
06/25/2022GLENN RANCH ROAD RESURFACING 119430ALL AMERICAN ASPHALT 4,198.69GRR PAYMENT 05

0.00 CORONA
CA 92878-2229

0.0008/04/2022 69313OP
08/04/20220116
08/04/2022RETENTION RELEASE (PW)
08/04/2022GLENN RANCH ROAD RESURFACING 119522ALL AMERICAN ASPHALT 68,846.04GRR RETENTION RELEASE

0.00 CORONA
Total: 69313Check No. 73,044.73
Total for ALL AMERICAN ASPHALT 73,044.73
CA 92688

0.0008/04/2022 69314OP
08/04/2022011774
08/04/2022RANCHO SERRANO PARK X3 (PW)
08/04/2022BEE / WASP TREATMENT JUL 119524ALLURE PEST MANAGEMENT INC. 450.0067660

0.00 RANCHO SANTA MARGARITA
CA 92688

0.0008/04/2022 69314OP
08/04/2022011774
08/04/2022SOMBRA (PW)
08/04/2022BEE / WASP TREATMENT JUL PASEO 119526ALLURE PEST MANAGEMENT INC. 150.0067683

0.00 RANCHO SANTA MARGARITA
Item: 6
25 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
3Page:

Taxes Withheld
Total: 69314Check No. 600.00
CA 92688

0.0008/18/2022 69396OP
08/18/2022011774
08/18/2022SERRANO PARK AUG (PW)
08/18/2022BEE / WASP TREATMENT 119678ALLURE PEST MANAGEMENT INC. 150.0069044

0.00 RANCHO SANTA MARGARITA
Total: 69396Check No. 150.00
Total for ALLURE PEST MANAGEMENT INC. 750.00
CA 92614

0.0008/04/2022 69315OP
06/25/2022011426
06/25/2022
06/25/2022CDBG SUBRECIPIENT 4TH QTR (CD) 119429ALZHEIMER'S ORANGE COUNTY 1,250.00APR - JUN 2022

0.00 IRVINE
Total: 69315Check No. 1,250.00
Total for ALZHEIMER'S ORANGE COUNTY 1,250.00
CA 92675

0.0008/18/2022 69397OP
08/18/2022010013
08/18/2022CONCERT (CS)
08/18/2022VIP TENT.SETUP FOR JUL 30 119673AMAZING TENTS & EVENTS 861.357885

0.00 SAN JUAN CAPISTRANO
Total: 69397Check No. 861.35
Total for AMAZING TENTS & EVENTS 861.35
CA 90240

0.0008/11/2022 69359OP
06/25/2022011482
06/25/2022
06/25/2022MONTHLY REHAB LOANS JUN (CD) 119627AMERINAT
483.80LPM-22-001598

0.00 RECEIVABLES DEPARTMENT
DOWNEY
Total: 69359Check No. 483.80
Total for AMERINAT 483.80
CA 92649

0.0008/25/2022 69431OP
08/25/2022011785
08/25/2022LANDSEA SOUTH PA-5
08/25/2022DEVELOPMENT INSPECTION JUL 119739ANNEALTA GROUP 390.312476

0.00 HUNTINGTON BEACH
CA 92649

0.0008/25/2022 69431OP
08/25/2022011785
08/25/2022JUL AREA C-PORTOLA CENTER
08/25/2022DEVELOPMENT GRADING INSPECTION 119740ANNEALTA GROUP 8,430.312477

0.00 HUNTINGTON BEACH
Item: 6
26 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
4Page:

Taxes Withheld
CA 92649

0.0008/25/2022 69431OP
08/25/2022011785
08/25/2022INSPECTION JUL (PW)
08/25/2022OFFICE ENGINEERING STORMWATER 119741ANNEALTA GROUP 9,420.002480

0.00 HUNTINGTON BEACH
CA 92649

0.0008/25/2022 69431OP
08/25/2022011785
08/25/2022INSPECTION JUL AREA
08/25/2022DEVELOPMENT GRADING 119800ANNEALTA GROUP
300.002479

0.00 HUNTINGTON BEACH
CA 92649

0.0008/25/2022 69431OP
08/25/2022011785
08/25/2022JUL AREA C - PORTOLA CENTER
08/25/2022DEVELOPMENT GRADING INSPECTION 119801ANNEALTA GROUP 1,710.002478

0.00 HUNTINGTON BEACH
Total: 69431Check No. 20,250.62
Total for ANNEALTA GROUP 20,250.62
CA 90248

0.0008/11/2022 69360OP
08/11/2022010902
08/11/2022VETERANS PARK (PW)
08/11/2022LAKE MAINTENANCE JUL 119600AQUABIO ENVIRONMENTAL 3,095.00101597

0.00 TECHNOLOGIES

GARDENA
Total: 69360Check No. 3,095.00
CA 90248

0.0008/25/2022 69432OP
08/25/2022010902
08/25/2022PARK (PW)
08/25/2022LAKE MAINTENANCE JUL VETERANS 119793AQUABIO ENVIRONMENTAL 115.76101565

0.00 TECHNOLOGIES

GARDENA
Total: 69432Check No. 115.76
Total for AQUABIO ENVIRONMENTAL 3,210.76
FL 33623

0.0008/25/2022 69433OP
08/25/2022011711
08/25/2022APPLICATION REVIEW (PW)
08/25/2022PROFESSIONAL SVCS JUL 119802ARDURRA GROUP INC 571.25127425B

0.00 TAMPA
FL 33623

0.0008/25/2022 69433OP
08/25/2022011711
08/25/2022REVIEW (PW)
08/25/2022PROFESSIONAL SVCS JUL PERMIT 119803ARDURRA GROUP INC 46,910.00127425C

0.00 TAMPA
FL 33623

0.0008/25/2022 69433OP
08/25/2022011711
08/25/2022INSPECTION (PW)
08/25/2022PROFESSIONAL SVCS JUL 119804ARDURRA GROUP INC 25,033.75127425D

0.00 TAMPA
Item: 6
27 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
5Page:

Taxes Withheld
FL 33623

0.0008/25/2022 69433OP
08/25/2022011711
08/25/2022IMPROVEMENTS (PW)
08/25/2022PROFESSIONAL SVCS JUL CAPITAL 119805ARDURRA GROUP INC 7,322.50127425E

0.00 TAMPA
FL 33623

0.0008/25/2022 69433OP
08/25/2022011711
08/25/2022PARK RAILING (PW)
08/25/2022PROFESSIONAL SVCS JUL EL TORO 119806ARDURRA GROUP INC 2,350.00127425G

0.00 TAMPA
Total: 69433Check No. 82,187.50
Total for ARDURRA GROUP INC 82,187.50
MA 02186

0.0008/18/2022 69398OP
08/18/2022011050
08/18/2022
08/18/2022FLEET GPS UNITS AUG (F) 119680ASSURED TELEMATICS INC. 291.0094946

0.00 MILTON
Total: 69398Check No. 291.00
Total for ASSURED TELEMATICS INC. 291.00
IL 60197-9011

0.0008/18/2022 69399OP
08/18/2022011084
08/18/2022CIVIC CENTER (CM)
08/18/2022ANALOG PHONE LINES JUL 119672AT&T CALNET3
311.65339 000018490411

0.00 CAROL STREAM
IL 60197-9011

0.0008/18/2022 69399OP
08/18/2022011084
08/18/2022
08/18/2022PARK UTILITIES JUL (PW) 119674AT&T CALNET3

48.84157 000018544650

0.00 CAROL STREAM
IL 60197-9011

0.0008/18/2022 69399OP
08/18/2022011084
08/18/2022PARK (PW)
08/18/2022PARK UTILITIES JUL RIMGATE 119675AT&T CALNET3

72.00189 000018595515

0.00 CAROL STREAM
IL 60197-9011

0.0008/18/2022 69399OP
08/18/2022011084
08/18/2022
08/18/2022MPS UTILITIES JUL (PW) 119676AT&T CALNET3
122.10257 000018587686

0.00 CAROL STREAM
Total: 69399Check No. 554.59
Total for AT&T CALNET3 554.59
CA 95002

0.0008/04/2022 69316OP
06/25/2022011384
06/25/2022MAINTENANCE RESPONSE (PW)
06/25/2022TRAFFIC SIGNAL JUN 119431BEAR ELECTRICAL SOLUTIONS INC. 44,695.0016110

0.00 ALVISO
Item: 6
28 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
6Page:

Taxes Withheld
Total: 69316Check No. 44,695.00
Total for BEAR ELECTRICAL SOLUTIONS INC. 44,695.00
CA 92024

0.0008/25/2022 69434OP
08/25/2022011879
08/25/2022
08/25/2022FULL PAYMENT FOR AUG CONCERT 119787BENITO MESCHOULAM 2,750.009402

0.00 ENCINITAS
Total: 69434Check No. 2,750.00
Total for BENITO MESCHOULAM 2,750.00
CA 90074-3074

0.0008/25/2022 69435OP
06/25/20220233
06/25/2022
06/25/2022LEGAL SERVICES APR (CM) 119789BEST BEST & KRIEGER LLP 111,997.6622-04

0.00 LOS ANGELES
Total: 69435Check No. 111,997.66
CA 90074-3074

0.0008/25/2022 69436OP
06/25/20220233
06/25/2022
06/25/2022LEGAL SERVICES MAY (CM) 119790BEST BEST & KRIEGER LLP 117,180.6722-05

0.00 LOS ANGELES
Total: 69436Check No. 117,180.67
Total for BEST BEST & KRIEGER LLP 229,178.33
CA 94065

0.0008/25/2022 69437OP
08/25/2022011809
08/25/2022TURN DESIGN JUL (PW)
08/25/2022LOS ALISOS/MUIRLANDS 2ND LEFT 119742BKF ENGINEERS 18,211.8422080787

0.00 REDWOOD CITY
Total: 69437Check No. 18,211.84
Total for BKF ENGINEERS 18,211.84
CA 91110-2463

0.0008/04/2022 69317OP
06/25/2022011265
06/25/2022
06/25/2022SOIL TEST APR LFSP (PW) 119432BRIGHTVIEW LANDSCAPE SERVICES 1,309.007929658

0.00 INC.

PASADENA
CA 91110-2463

0.0008/04/2022 69317OP
06/25/2022011265
06/25/2022LFSP (PW)
06/25/2022INSTALL PLANT MATERIAL JUN 119433BRIGHTVIEW LANDSCAPE SERVICES 48,067.507982311

0.00 INC.

PASADENA
Item: 6
29 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
7Page:

Taxes Withheld
CA 91110-2463

0.0008/04/2022 69317OP
06/25/2022011265
06/25/2022HEROES PARK (PW)
06/25/2022INSTALL PLANT MATERIAL JUN 119434BRIGHTVIEW LANDSCAPE SERVICES 9,380.507983171

0.00 INC.

PASADENA
CA 91110-2463

0.0008/04/2022 69317OP
06/25/2022011265
06/25/2022SPORTS PARK (PW)
06/25/2022MONTHLY MAINTENANCE JUN 119435BRIGHTVIEW LANDSCAPE SERVICES 75,323.727933986

0.00 INC.

PASADENA
CA 91110-2463

0.0008/04/2022 69317OP
06/25/2022011265
06/25/2022(PW)
06/25/2022IRRIGATION REPAIRS FEB LFSP 119436BRIGHTVIEW LANDSCAPE SERVICES 2,070.627840114A

0.00 INC.

PASADENA
CA 91110-2463

0.0008/04/2022 69317OP
06/25/2022011265
06/25/2022(PW)
06/25/2022IRRIGATION REPAIRS JAN LFSP 119437BRIGHTVIEW LANDSCAPE SERVICES 3,405.497840273A

0.00 INC.

PASADENA
CA 91110-2463

0.0008/04/2022 69317OP
06/25/2022011265
06/25/2022(PW)
06/25/2022MONTHLY MAINTENANCE JUN LFSP 119438BRIGHTVIEW LANDSCAPE SERVICES 56,725.037933985

0.00 INC.

PASADENA
CA 91110-2463

0.0008/04/2022 69317OP
08/04/2022011265
08/04/2022SPORTS PARK (PW)
08/04/2022MONTHLY MAINTENANCE JUL 119529BRIGHTVIEW LANDSCAPE SERVICES 75,323.727972380

0.00 INC.

PASADENA
CA 91110-2463

0.0008/04/2022 69317OP
08/04/2022011265
08/04/2022 LFSP (PW)
08/04/2022MONTHLY MAINTENANCE JUL 119530BRIGHTVIEW LANDSCAPE SERVICES 56,725.037972379

0.00 INC.

PASADENA
CA 91110-2463

0.0008/04/2022 69317OP
08/04/2022011265
08/04/2022CENTER (PW)
08/04/2022MONTHLY MAINTENANCE JUL CIVIC 119531BRIGHTVIEW LANDSCAPE SERVICES 3,625.007967263

0.00 INC.

PASADENA
Total: 69317Check No. 331,955.61
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022BAKER RANCH PARK (PW)
06/25/2022INSTALL PLANT MATERIAL JUN 119648BRIGHTVIEW LANDSCAPE SERVICES 10,209.307983177

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022BORREGO PARK (PW)
06/25/2022INSTALL PLANT MATERIAL JUN 119649BRIGHTVIEW LANDSCAPE SERVICES 6,797.237983175

0.00 INC.

PASADENA
Item: 6
30 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
8Page:

Taxes Withheld
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022TAMARISK PARK (PW)
06/25/2022INSTALL PLANT MATERIAL JUN 119650BRIGHTVIEW LANDSCAPE SERVICES 16,768.557983173

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022TAMARISK PARK (PW)
06/25/2022INSTALL DRAIN MAY 119651BRIGHTVIEW LANDSCAPE SERVICES 1,801.737929659

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022LFSP (PW)
06/25/2022SOCCER FIELD SEEDING MAR 119652BRIGHTVIEW LANDSCAPE SERVICES 6,079.207842446

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022JUN LFSP (PW)
06/25/2022SPORTS FIELDS TURF AERATION 119653BRIGHTVIEW LANDSCAPE SERVICES 16,467.657982343

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022(PW)
06/25/2022LFSP REMOVED PAMPAS GRASS JUN 119654BRIGHTVIEW LANDSCAPE SERVICES 7,627.567983164

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022FIELD MAR (PW)
06/25/2022LFSP RECONNECT DRAIN BY SOCCER 119655BRIGHTVIEW LANDSCAPE SERVICES 32,634.357842336A

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022(PW)
06/25/2022LFSP IRRIGATION REPAIRS OCT 119656BRIGHTVIEW LANDSCAPE SERVICES 2,954.657680629A

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022LFSP (PW)
06/25/2022GLASS CREEK CLEAN UP APR 119657BRIGHTVIEW LANDSCAPE SERVICES 11,000.008030000

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022AERATION JUN MULT. PARKS (PW)
06/25/2022APPLIED RECOMMENDATIONS/ 119658BRIGHTVIEW LANDSCAPE SERVICES 7,919.387983168

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022DEC (PW)
06/25/2022IRRIGATION REPAIRS SPORTS PARK 119659BRIGHTVIEW LANDSCAPE SERVICES 2,060.007845437

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022MAY BORREGO PARK (PW)
06/25/2022INSTALL DRAIN IN PLAYGROUND 119660BRIGHTVIEW LANDSCAPE SERVICES 10,239.457929661A

0.00 INC.

PASADENA
Item: 6
31 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
9Page:

Taxes Withheld
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022CIVIC CENTER (PW)
06/25/2022ATRIUM PLANTINGS MAY 119661BRIGHTVIEW LANDSCAPE SERVICES 4,245.007933070

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
06/25/2022011265
06/25/2022CENTER MAY (PW)
06/25/2022PLANT MATERIALS CIVIC 119663BRIGHTVIEW LANDSCAPE SERVICES 1,926.747929217

0.00 INC.

PASADENA
CA 91110-2463

0.0008/18/2022 69400OP
08/18/2022011265
08/18/2022LFSP BASEBALL FIELD JUL (PW)
08/18/2022INSTALL 5 IRRIGATION PANELS 119682BRIGHTVIEW LANDSCAPE SERVICES 6,880.008022881A

0.00 INC.

PASADENA
Total: 69400Check No. 145,610.79
Total for BRIGHTVIEW LANDSCAPE SERVICES 477,566.40
TX 75057

0.0008/25/2022 69438OP
08/25/2022011853
08/25/20222015 CHEVY COLORADO MAY
08/25/2022WINDSHIELD REPLACEMENT 119809CALIBER HOLDINGS CORPORATION 395.33INV-5013899 R

0.00 CALIBER AUTO GLASS

LEWISVILLE
TX 75057

0.0008/25/2022 69438OP
08/25/2022011853
08/25/20222013 TOYOTA TACOMA MAY
08/25/2022WINDSHIELD REPLACEMENT 119810CALIBER HOLDINGS CORPORATION 328.45INV-5021214 R

0.00 CALIBER AUTO GLASS

LEWISVILLE
TX 75057

0.0008/25/2022 69438OP
08/25/2022011853
08/25/20222016 CHEVY COLORADO MAY
08/25/2022WINDSHIELD REPLACEMENT 119811CALIBER HOLDINGS CORPORATION 468.24INV-5013902 R

0.00 CALIBER AUTO GLASS

LEWISVILLE
Total: 69438Check No. 1,192.02
Total for CALIBER HOLDINGS CORPORATION 1,192.02
CA 90623

0.0008/18/2022 69401OP
08/18/20220358
08/18/2022PREMIUM FY 22-23
08/18/2022POLLUTION LIABILITY INSURANCE 119683CALIFORNIA JOINT POWERS 4,049.00ENVIR01151

0.00 INSURANCE AUTHORITY

LA PALMA
Total: 69401Check No. 4,049.00
Total for CALIFORNIA JOINT POWERS 4,049.00
CA 92675

0.0008/04/2022 69318OP
06/25/202203025
06/25/2022
06/25/2022CDBG SUBRECIPIENT 4TH QTR (CD) 119439CAMINO HEALTH CENTER 3,062.50APR - JUN 2022

0.00 SAN JUAN CAPISTRANO
Item: 6
32 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
10Page:

Taxes Withheld
Total: 69318Check No. 3,062.50
Total for CAMINO HEALTH CENTER 3,062.50
CA 92691

0.0008/25/2022 69439OP
08/25/2022011768
08/25/2022CONCERT (CS)
08/25/2022BAND PAYMENT FOR AUG 27 119799CARL NELSON
5,000.000048

0.00 YACHTY BY NATURE

MISSION VIEJO
Total: 69439Check No. 5,000.00
Total for CARL NELSON 5,000.00
CA 92691

0.0008/11/2022 69361OP
08/11/20220308
08/11/2022
08/11/2022STREET MAINTENANCE JUL (PW) 119612CHARLES ABBOTT ASSOCIATES INC 160,017.1564480

0.00 MISSION VIEJO
Total: 69361Check No. 160,017.15
Total for CHARLES ABBOTT ASSOCIATES INC 160,017.15
CA 60630

0.0008/04/2022 69319OP
08/04/2022011542
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER CHESS CAMP 119503CHESS WIZARDS INC.
871.5011124

0.00 CHICAGO
CA 60630

0.0008/04/2022 69319OP
08/04/2022011542
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER CHESS CAMP 119504CHESS WIZARDS INC.
2,457.0011122

0.00 CHICAGO
Total: 69319Check No. 3,328.50
Total for CHESS WIZARDS INC. 3,328.50
CA 92656

0.0008/04/2022 69320OP
06/25/2022010843
06/25/2022FY 21-22 (PW)
06/25/2022DAIRY FORK MAINTENANCE 119441CITY OF ALISO VIEJO 2,355.452022-1339

0.00 ALISO VIEJO
Total: 69320Check No. 2,355.45
Total for CITY OF ALISO VIEJO 2,355.45
CA 92623-9575

0.0008/04/2022 69321OP
06/25/20220305
06/25/2022SHARED MAINT JAN - JUN (PW)
06/25/2022SHARED SIGNALS JAN - JUN 119442CITY OF IRVINE 3,937.43213028

0.00 IRVINE
Item: 6
33 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
11Page:

Taxes Withheld
Total: 69321Check No. 3,937.43
Total for CITY OF IRVINE 3,937.43
CA 95003

0.0008/18/2022 69402OP
06/25/2022011448
06/25/2022
06/25/2022FEE STUDY JUN (F) 119665CLEARSOURCE FINANCIAL 5,280.00UFC0622-435

0.00 CONSULTING
APTOS
Total: 69402Check No. 5,280.00
Total for CLEARSOURCE FINANCIAL 5,280.00
CA 92656

0.0008/18/2022 69403OP
08/18/2022011878
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER BASIC COMMUNICATION 119694CLICKSTART DOG TRAINING 945.0010991

0.00 ACADEMY, LLC

ALISO VIEJO
Total: 69403Check No. 945.00
Total for CLICKSTART DOG TRAINING 945.00
IL 60678

0.0008/25/2022 69440OP
08/25/2022011322
08/25/2022(CM)
08/25/2022CAMERA MAINTENANCE AUG 119743CONVERGINT TECHNOLOGIES LLC 2,917.33335257

0.00 CHICAGO
Total: 69440Check No. 2,917.33
Total for CONVERGINT TECHNOLOGIES LLC 2,917.33
TX 75284-7239

0.0008/18/2022 69404OP
08/18/20220688
08/18/2022
08/18/2022PROPERTY REPORTS JUL (CD) 119687CORE LOGIC SOLUTIONS LLC

7.2582143201

0.00 ATTN: INFORMATION SOLUTIONS
DALLAS
Total: 69404Check No. 7.25
Total for CORE LOGIC SOLUTIONS LLC 7.25
IL 60693

0.0008/25/2022 69441OP
08/25/2022011314
08/25/2022(CM)
08/25/2022COMMERCIAL PROPERTIES AUG 119747COSTAR REALTY INFORMATION INC. 285.82120093525

0.00 CHICAGO
Total: 69441Check No. 285.82
Total for COSTAR REALTY INFORMATION INC. 285.82
Item: 6
34 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
12Page:

Taxes Withheld
CA 92702

0.0008/04/2022 69322OP
06/25/2022031362
06/25/2022JUN FY 21/22 (PS)
06/25/2022800MHZ FLAT RATE BILLING APR - 119440COUNTY OF ORANGE TREASURER-TAX 2,837.83SC13535

0.00 COLLECTOR

SANTA ANA
Total: 69322Check No. 2,837.83
CA 92702

0.0008/04/2022 69323OP
08/04/2022031362
08/04/2022
08/04/2022LAW ENFORCEMENT AUG (PS) 119546COUNTY OF ORANGE TREASURER-TAX 1,637,821.79SH 62617

0.00 COLLECTOR

SANTA ANA
Total: 69323Check No. 1,637,821.79
CA 92702

0.0008/25/2022 69442OP
06/25/2022031362
06/25/2022ANIMAL CONTROL (PS)
06/25/2022CONTRACT SERVICES APR-JUN 119736COUNTY OF ORANGE TREASURER-TAX 144,756.33AC2290098

0.00 COLLECTOR

SANTA ANA
Total: 69442Check No. 144,756.33
Total for COUNTY OF ORANGE TREASURER-TAX 1,785,415.95
CA 92702

0.0008/18/2022 69405OP
08/18/20220347
08/18/2022FEES APR - JUN 2022
08/18/2022EL TORO & SANTIAGO CANYON ROAD 119692COUNTY OF ORANGE 144,221.70APR - JUN 2022

0.00 ATTN: ROAD FEE TEAM - 7TH FL

SANTA ANA
Total: 69405Check No. 144,221.70
Total for COUNTY OF ORANGE 144,221.70
AZ 85072-3280

0.0008/18/2022 69406OP
08/18/202203003
08/18/2022SERVICES AUG (CM)
08/18/2022TELEPHONE, INTERNET, CABLE 119688COX COMMUNICATIONS 2,117.433601 08/01/2022

0.00 PHOENIX
Total: 69406Check No. 2,117.43
Total for COX COMMUNICATIONS 2,117.43
CA 92691

0.0008/11/2022 69362OP
08/11/2022010954
08/11/2022INSTRUCTOR PAYMENT (CS)
08/11/2022SUMMER SNOW WHITE CAMP 119511CREATIVE KIDS PLAYHOUSE 4,854.5011012

0.00 THEATER OF ORANGE COUNTY

MISSION VIEJO
Total: 69362Check No. 4,854.50
Total for CREATIVE KIDS PLAYHOUSE 4,854.50
Item: 6
35 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
13Page:

Taxes Withheld
CA 92704

0.0008/11/2022 69363OP
08/11/2022011525
08/11/2022PAC SPECIAL EVENT JUL (MS)
08/11/2022JANITORIAL SERVICES 7/18 119589CROWN FACILITY SOLUTIONS 384.83204

0.00 SANTA ANA
CA 92704

0.0008/11/2022 69363OP
08/11/2022011525
08/11/2022SPORTS PARK (CS)
08/11/2022JANITORIAL SERVICES AUG 119592CROWN FACILITY SOLUTIONS 5,220.13246

0.00 SANTA ANA
Total: 69363Check No. 5,604.96
CA 92704

0.0008/18/2022 69407OP
08/18/2022011525
08/18/2022SPECIAL EVENT 8/7 (CS)
08/18/2022JANITORIAL SERVICES AUG 119684CROWN FACILITY SOLUTIONS 547.59350

0.00 SANTA ANA
CA 92704

0.0008/18/2022 69407OP
08/18/2022011525
08/18/2022SPECIAL EVENTS 8/6 (CS)
08/18/2022JANITORIAL SERVICES AUG 119685CROWN FACILITY SOLUTIONS 458.89352

0.00 SANTA ANA
CA 92704

0.0008/18/2022 69407OP
08/18/2022011525
08/18/20228/8 (CS)
08/18/2022JANITORIAL SERVICES PAC EVENT 119686CROWN FACILITY SOLUTIONS 384.83351

0.00 SANTA ANA
Total: 69407Check No. 1,391.31
CA 92704

0.0008/25/2022 69443OP
08/25/2022011525
08/25/20228/14 (CS)
08/25/2022JANITORIAL SERVICES PAC EVENT 119744CROWN FACILITY SOLUTIONS 384.83385

0.00 SANTA ANA
CA 92704

0.0008/25/2022 69443OP
08/25/2022011525
08/25/2022EVENTS 8/12 (CS)
08/25/2022JANITORIAL SERVICES SPECIAL 119745CROWN FACILITY SOLUTIONS 1,046.08384

0.00 SANTA ANA
CA 92704

0.0008/25/2022 69443OP
08/25/2022011525
08/25/2022EVENTS 8/14 (CS)
08/25/2022JANITORIAL SERVICE SPECIAL 119746CROWN FACILITY SOLUTIONS 770.89386

0.00 SANTA ANA
CA 92704

0.0008/25/2022 69443OP
08/25/2022011525
08/25/2022TOURNAMENT 7/16-7/24 (CS)
08/25/2022JANITORIAL SERVICES FOR 119748CROWN FACILITY SOLUTIONS 499.92373

0.00 SANTA ANA
CA 92704

0.0008/25/2022 69443OP
08/25/2022011525
08/25/2022TOURNAMENT 7/12 - 7/16 (CS)
08/25/2022JANITORIAL SERVICES FOR 119749CROWN FACILITY SOLUTIONS 500.00375

0.00 SANTA ANA
Item: 6
36 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
14Page:

Taxes Withheld
CA 92704

0.0008/25/2022 69443OP
08/25/2022011525
08/25/2022TOURNAMENT AUG 13-14 (CS)
08/25/2022JANITORIAL SERVICES FOR 119750CROWN FACILITY SOLUTIONS 218.32387

0.00 SANTA ANA
Total: 69443Check No. 3,420.04
Total for CROWN FACILITY SOLUTIONS 10,416.31
CA 91109-8485

0.0008/25/2022 69444OP
08/25/2022011617
08/25/2022(KATHRYN S.)
08/25/2022CODE ENFORCEMENT CONSULTANT 119751CSG CONSULTANTS INC 7,200.0045576

0.00 PASADENA
Total: 69444Check No. 7,200.00
Total for CSG CONSULTANTS INC 7,200.00
CA 90807

0.0008/18/2022 69408OP
08/18/2022011877
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER DISCOVER MAGIC 119693DAVID R GROH
2,593.5011009

0.00 TOTAL KIDS ENTERTAINMENT

LONG BEACH
Total: 69408Check No. 2,593.50
Total for DAVID R GROH 2,593.50
CA 92704

0.0008/25/2022 69445OP
08/11/2022011873
08/11/2022BROCHURE HOLDER JUL (CD)
08/11/2022LOBBY IMPROVEMENT FOR 119607DAVID SANCHEZ
1,350.00071722

0.00 SANTA ANA
Total: 69445Check No. 1,350.00
Total for DAVID SANCHEZ 1,350.00
CA 92688

0.0008/18/2022 69409OP
08/18/20220490
08/18/2022HEROES PARK (CS)
08/18/2022MONTHLY SERVICE AUG 119689DEWEY PEST CONTROL

35.0015296660

0.00 RANCHO SANTA MARGARITA
CA 92688

0.0008/18/2022 69409OP
08/18/20220490
08/18/2022SKATE PARK (CS)
08/18/2022MONTHLY SERVICE AUG 119690DEWEY PEST CONTROL

40.0015296658

0.00 RANCHO SANTA MARGARITA
CA 92688

0.0008/18/2022 69409OP
08/18/20220490
08/18/2022SPORTS PARK (PW)
08/18/2022MONTHLY SERVICE AUG 119691DEWEY PEST CONTROL 196.0015296661

0.00 RANCHO SANTA MARGARITA
Item: 6
37 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
15Page:

Taxes Withheld
Total: 69409Check No. 271.00
Total for DEWEY PEST CONTROL 271.00
CA 92688

0.0008/04/2022 69324OP
08/04/2022011089
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER BIONERDS CAMP 119506DIANA DIZON
2,467.5010974

0.00 DBA: BIONERDS

RANCHO SANTA MARGARITA
CA 92688

0.0008/04/2022 69324OP
08/04/2022011089
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER BIONERDS CAMP 119509DIANA DIZON
1,610.0010973

0.00 DBA: BIONERDS

RANCHO SANTA MARGARITA
CA 92688

0.0008/04/2022 69324OP
08/04/2022011089
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER BIONERDS CAMP 119510DIANA DIZON
1,610.0010972

0.00 DBA: BIONERDS

RANCHO SANTA MARGARITA
Total: 69324Check No. 5,687.50
CA 92688

0.0008/18/2022 69410OP
08/18/2022011089
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER BIONERDS CAMP 119681DIANA DIZON
2,936.5010975

0.00 DBA: BIONERDS

RANCHO SANTA MARGARITA
Total: 69410Check No. 2,936.50
Total for DIANA DIZON 8,624.00
CA 92610

0.0008/04/2022 69325OP
06/25/2022011410
06/25/2022SUMMER CONCERT (CS)
06/25/2022STAGE, SOUND, AND LIGHTS FOR 119443DJE SOUND & LIGHTING INC. 8,860.37INV-00236

0.00 FOOTHILL RANCH
Total: 69325Check No. 8,860.37
CA 92610

0.0008/25/2022 69446OP
08/25/2022011410
08/25/2022JUL CONCERT (CS)
08/25/2022STAGE, SOUND, AND LIGHTS FOR 119772DJE SOUND & LIGHTING INC. 8,860.38INV-00273

0.00 FOOTHILL RANCH
Total: 69446Check No. 8,860.38
Total for DJE SOUND & LIGHTING INC. 17,720.75
CA 92618

0.0008/04/2022 69326OP
06/25/202204129
06/25/2022LFSP JUN (PW)
06/25/2022BROKEN BOW DRAINAGE REPAIR 119444DMC ENGINEERING INC. 6,391.7206-22-019

0.00 IRVINE
Item: 6
38 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
16Page:

Taxes Withheld
Total: 69326Check No. 6,391.72
Total for DMC ENGINEERING INC. 6,391.72
CA 92014

0.0008/25/2022 69447OP
08/25/202205036
08/25/2022RFP SOLID WASTE
08/25/2022PROFESSIONAL SERVICES JUL 119753ECONOMICS INC. 6,493.752022.6

0.00 DEL MAR
CA 92014

0.0008/25/2022 69447OP
08/25/202205036
08/25/2022SERV FOR SB1383 JUL (PW)
08/25/2022PROF SERV SOLID WASTE & PROF 119754ECONOMICS INC. 6,742.922021-22.13

0.00 DEL MAR
Total: 69447Check No. 13,236.67
Total for ECONOMICS INC. 13,236.67
CA 92630

0.0008/25/2022 69448OP
08/25/202205021
08/25/2022JUL (PW)
08/25/2022WATER SERVICES LFSP/MPS/PARKS 119773EL TORO WATER DISTRICT 43,226.2122-07

0.00 LAKE FOREST
Total: 69448Check No. 43,226.21
Total for EL TORO WATER DISTRICT 43,226.21
CA 92676

0.0008/25/2022 69449OP
06/25/2022011571
06/25/2022MEETINGS 6/7 & 6/21 (MS)
06/25/2022AV SERVICES CITY COUNCIL 119734ERIC WINTER
730.206034

0.00 SILVERADO
CA 92676

0.0008/25/2022 69449OP
08/25/2022011571
08/25/2022MEETINGS 7/5 & 7/19 (MS)
08/25/2022AV SERVICES CITY COUNCIL 119752ERIC WINTER
752.106035

0.00 SILVERADO
Total: 69449Check No. 1,482.30
Total for ERIC WINTER 1,482.30
CA 92604

0.0008/18/2022 69411OP
08/18/2022011794
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMNASTICS CLASS 119695EUROGYMNASTICS, INC. 315.0011004

0.00 IRVINE
CA 92604

0.0008/18/2022 69411OP
08/18/2022011794
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMASTICS CLASS 119696EUROGYMNASTICS, INC. 140.0011005

0.00 IRVINE
Item: 6
39 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
17Page:

Taxes Withheld
CA 92604

0.0008/18/2022 69411OP
08/18/2022011794
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMNASTICS CLASS 119697EUROGYMNASTICS, INC. 843.5011006

0.00 IRVINE
CA 92604

0.0008/18/2022 69411OP
08/18/2022011794
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMASTICS CLASS 119698EUROGYMNASTICS, INC. 287.0011007

0.00 IRVINE
CA 92604

0.0008/18/2022 69411OP
08/18/2022011794
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMASTICS CLASS 119699EUROGYMNASTICS, INC. 479.5011003

0.00 IRVINE
Total: 69411Check No. 2,065.00
Total for EUROGYMNASTICS, INC. 2,065.00
CA 92602

0.0008/04/2022 69327OP
08/04/2022011085
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER DANCE CLASSES 119496EVER AFTER EVENT PRODUCTIONS 1,855.7010947

0.00 LLC
IRVINE
CA 92602

0.0008/04/2022 69327OP
08/04/2022011085
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER DANCE CLASSES 119497EVER AFTER EVENT PRODUCTIONS 1,458.8010948

0.00 LLC
IRVINE
Total: 69327Check No. 3,314.50
Total for EVER AFTER EVENT PRODUCTIONS 3,314.50
CA 92705

0.0008/04/2022 69328OP
06/25/20220614
06/25/2022
06/25/2022CDBG SUBRECIPIENT 4TH QTR (CD) 119449FAIR HOUSING COUNCIL OF O.C. 1,679.50APR - JUN 2022

0.00 SANTA ANA
Total: 69328Check No. 1,679.50
Total for FAIR HOUSING COUNCIL OF O.C. 1,679.50
CA 92618

0.0008/04/2022 69329OP
06/25/20220657
06/25/2022(CD)
06/25/2022CDBG-CV SUBRECIPIENT 4TH QTR 119445FAMILIES FORWARD 9,442.07APR - JUN 2022 CV

0.00 IRVINE
Total: 69329Check No. 9,442.07
Item: 6
40 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
18Page:

Taxes Withheld
CA 92618

0.0008/11/2022 69365OP
06/25/20220657
06/25/2022
06/25/2022CDBG SUBRECIPIENT 3RD QTR (CD) 119626FAMILIES FORWARD 4,346.34JAN - MAR 2022

0.00 IRVINE
CA 92618

0.0008/11/2022 69365OP
06/25/20220657
06/25/2022
06/25/2022CDBG SUBRECIPIENT 4TH QTR (CD) 119628FAMILIES FORWARD 7,903.66APR - JUN 2022

0.00 IRVINE
Total: 69365Check No. 12,250.00
Total for FAMILIES FORWARD 21,692.07
CA 92673

0.0008/04/2022 69330OP
06/25/2022011274
06/25/2022(CD)
06/25/2022CDBG-CV SUBRECIPIENT 4TH QTR 119446FAMILY ASSISTANCE MINISTRIES 1,333.05APR - JUN 2022 CV

0.00 SAN CLEMENTE
CA 92673

0.0008/04/2022 69330OP
06/25/2022011274
06/25/2022SUPERFUND (CD)
06/25/2022CDBG SUBRECIPIENT 4TH QTR 119447FAMILY ASSISTANCE MINISTRIES 44,719.12APR - JUN 2022

0.00 SAN CLEMENTE
CA 92673

0.0008/04/2022 69330OP
06/25/2022011274
06/25/2022
06/25/2022CDBG SUBRECIPIENT 4TH QTR (CD) 119448FAMILY ASSISTANCE MINISTRIES 8,250.00APR 2022- JUN 2022

0.00 SAN CLEMENTE
Total: 69330Check No. 54,302.17
Total for FAMILY ASSISTANCE MINISTRIES 54,302.17
CA 94566

0.0008/18/2022 69412OP
08/18/2022011231
08/18/2022FY 2022 - 2025 (CM)
08/18/2022SOFTWARE MAINTENANCE RENEWAL 119700FARONICS TECHNOLOGIES USA INC 577.60INUS0214831

0.00 PLEASANTON
Total: 69412Check No. 577.60
Total for FARONICS TECHNOLOGIES USA INC 577.60
CA 92630

0.0008/04/2022 69331OP
08/04/2022010996
08/04/2022FOR BUILDING SUPPLY JUL (PW)
08/04/2022CIVIC CENTER LABELS/DECALS 119515FASTSIGNS OF LAKE FOREST 1,372.742016-13861

0.00 LAKE FOREST
Total: 69331Check No. 1,372.74
Total for FASTSIGNS OF LAKE FOREST 1,372.74
Item: 6
41 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
19Page:

Taxes Withheld
CA 91401

0.0008/04/2022 69332OP
08/04/2022011870
08/04/2022JUL (PW)
08/04/2022FOUNTAIN REPAIR CIVIC CENTER 119508FRANCISCO GLAUCO VIGNALE JR. 360.76LFCC070122

0.00 ARTESIA F.V.

SHERMAN OAKS
Total: 69332Check No. 360.76
Total for FRANCISCO GLAUCO VIGNALE JR. 360.76
CA 92501

0.0008/11/2022 69366OP
08/11/2022010384
08/11/2022PARK JUL (CS)
08/11/2022ERGONOMIC CHAIRS FOR SKATE 119594G M BUSINESS INTERIORS 2,637.910277648-IN

0.00 RIVERSIDE
Total: 69366Check No. 2,637.91
Total for G M BUSINESS INTERIORS 2,637.91
CA 92688

0.0008/25/2022 69450OP
08/25/2022010385
08/25/2022JUL (PW)
08/25/2022GEOTECH 3RD PARTY REVIEW 119771GMU GEOTECHNICAL INC. 2,521.2562095

0.00 RANCHO SANTA MARGARITA
Total: 69450Check No. 2,521.25
Total for GMU GEOTECHNICAL INC. 2,521.25
CA 90680

0.0008/04/2022 69333OP
06/25/2022010832
06/25/2022
06/25/2022TREE MAINTENANCE JUN (PW) 119450GREAT SCOTT TREE SERVICE INC 33,337.93121635

0.00 STANTON
Total: 69333Check No. 33,337.93
Total for GREAT SCOTT TREE SERVICE INC 33,337.93
CA 90051-4598

0.0008/18/2022 69413OP
06/25/2022011361
06/25/2022JUN CIVIC CENTER (PW)
06/25/2022SLOPE LANDSCAPE / MITIGATION 119668HABITAT RESTORATION SCIENCES 1,500.0012426

0.00 INC.

LOS ANGELES
Total: 69413Check No. 1,500.00
CA 90051-4598

0.0008/25/2022 69451OP
08/25/2022011361
08/25/2022JUL CIVIC CENTER (PW)
08/25/2022SLOPE LANDSCAPE / MITIGATION 119755HABITAT RESTORATION SCIENCES 1,500.0012472

0.00 INC.

LOS ANGELES
Total: 69451Check No. 1,500.00
Item: 6
42 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
20Page:

Taxes Withheld
Total for HABITAT RESTORATION SCIENCES 3,000.00
CA 92780

0.0008/04/2022 69334OP
06/25/2022010282
06/25/2022DEVELOPMENT/CIP (PW)
06/25/2022TRAFFIC ENGINEERING JUN 119452HARTZOG & CRABILL INC. 7,946.0022-0383

0.00 TUSTIN
Total: 69334Check No. 7,946.00
Total for HARTZOG & CRABILL INC. 7,946.00
GA 31193

0.0008/18/2022 69414OP
08/18/2022011876
08/18/20224TH OF JUL (CS)
08/18/2022GENERATOR RENTAL 119702HERC RENTALS INC
385.5932995615001

0.00 ATLANTA
Total: 69414Check No. 385.59
Total for HERC RENTALS INC 385.59
CA 92821

0.0008/04/2022 69335OP
06/25/20220804
06/25/2022SERVICES (CM)
06/25/20222ND QTR BUSINESS ATTRACTION 119451HINDERLITER DE LLAMAS & ASSOC 735.00SIN019190

0.00 BREA
Total: 69335Check No. 735.00
Total for HINDERLITER DE LLAMAS & ASSOC 735.00
FL 33777

0.0008/25/2022 69452OP
08/25/2022011880
08/25/2022
08/25/2022PAVEMENT MGMT PLAN JUL (PW) 119756IMS INFRASTRUCTURE MANAGEMENT 20,535.0050527-1

0.00 SERVICES, LP
LARGO
Total: 69452Check No. 20,535.00
Total for IMS INFRASTRUCTURE MANAGEMENT 20,535.00
CA 92618

0.0008/11/2022 69367OP
08/11/2022011872
08/11/2022CIVIC CENTER JUL (PW)
08/11/2022MONTHLY JANITORIAL SERVICES 119609INNOVATIVE CLEANING 32,383.6325070

0.00 SERVICES, INC
IRVINE
Total: 69367Check No. 32,383.63
Total for INNOVATIVE CLEANING 32,383.63
Item: 6
43 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
21Page:

Taxes Withheld
IL 60673-1254

0.0008/11/2022 69368OP
08/11/2022010207
08/11/2022JUL (CD)
08/11/2022BUILDING CODE BOOKS - UPDATE 119611INTERNATIONAL CODE COUNCIL

47.141001533339

0.00 CHICAGO
Total: 69368Check No. 47.14
Total for INTERNATIONAL CODE COUNCIL 47.14
CA 92014

0.0008/18/2022 69415OP
08/18/2022010963
08/18/2022SKATE PARK (CM)
08/18/2022VIDEO STREAMING SERVICE AUG 119704IP VIDEO SPECIALISTS 199.005616

0.00 DEL MAR
Total: 69415Check No. 199.00
Total for IP VIDEO SPECIALISTS 199.00
CA 92619-7000

0.0008/25/2022 69453OP
08/25/20220927
08/25/2022MPS, PARKS (PW)
08/25/2022WATER SERVICES JUL CC, LFSP 119774IRVINE RANCH WATER DISTRICT 75,107.8622-07

0.00 IRVINE
Total: 69453Check No. 75,107.86
Total for IRVINE RANCH WATER DISTRICT 75,107.86
CA 92653

0.0008/04/2022 69336OP
08/04/202210016
08/04/2022PORTOLA PARK (PW)
08/04/2022REPAIR BROKEN DRUM JUL 119533JAMEY CLARK INC. 2,941.4273250

0.00 LAGUNA HILLS
CA 92653

0.0008/04/2022 69336OP
08/04/202210016
08/04/2022JUL (PW)
08/04/2022BI-ANNUAL PARK INSPECTIONS 119534JAMEY CLARK INC. 12,672.4073203

0.00 LAGUNA HILLS
CA 92653

0.0008/04/2022 69336OP
08/04/202210016
08/04/2022PITTSFORD PARK (PW)
08/04/2022REPAIRED COPPER PIPE JUL 119535JAMEY CLARK INC. 965.9573234

0.00 LAGUNA HILLS
CA 92653

0.0008/04/2022 69336OP
08/04/202210016
08/04/2022JUL (PW)
08/04/2022REPAIRED TOILET EL TORO PARK 119536JAMEY CLARK INC. 127.5073248

0.00 LAGUNA HILLS
CA 92653

0.0008/04/2022 69336OP
08/04/202210016
08/04/2022TAMARISK PARK JUL (PW)
08/04/2022REPAIRED HANDRAIL 119537JAMEY CLARK INC.
340.0073251

0.00 LAGUNA HILLS
Item: 6
44 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
22Page:

Taxes Withheld
Total: 69336Check No. 17,047.27
CA 92653

0.0008/11/2022 69369OP
06/25/202210016
06/25/2022TAMARISK PARK (PW)
06/25/2022HYDROJET 8 RESTROOMS APR 119632JAMEY CLARK INC. 10,532.5073262

0.00 LAGUNA HILLS
Total: 69369Check No. 10,532.50
CA 92653

0.0008/25/2022 69454OP
08/25/202210016
08/25/2022BOX HEROES PARK AUG (PW)
08/25/2022INSTALL ELECTRICAL OUTLET 119758JAMEY CLARK INC. 359.2773291

0.00 LAGUNA HILLS
CA 92653

0.0008/25/2022 69454OP
08/25/202210016
08/25/2022AUG FOOTHILL RANCH PARK (PW)
08/25/2022REPAIRED HOCKEY RINK & FENCING 119759JAMEY CLARK INC. 15,355.0073283

0.00 LAGUNA HILLS
Total: 69454Check No. 15,714.27
Total for JAMEY CLARK INC. 43,294.04
CA 92653

0.0008/25/2022 69455OP
08/25/2022010871
08/25/2022(CS)
08/25/2022MENS BASKETBALL CHAMP SHIRTS 119757JC TEES
155.318208

0.00 LAGUNA HILLS
Total: 69455Check No. 155.31
Total for JC TEES 155.31
CA 92688

0.0008/04/2022 69337OP
08/04/2022011503
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER ETIQUETTE CLASS 119502JENNIFER ANDRUS-NELSON 857.5010969

0.00 RANCHO SANTA MARGARITA
Total: 69337Check No. 857.50
CA 92688

0.0008/18/2022 69416OP
08/18/2022011503
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER ETIQUETTE CLASS 119703JENNIFER ANDRUS-NELSON 770.0010970

0.00 RANCHO SANTA MARGARITA
Total: 69416Check No. 770.00
Total for JENNIFER ANDRUS-NELSON 1,627.50
Item: 6
45 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
23Page:

Taxes Withheld
CA 92705

0.0008/18/2022 69417OP
08/18/2022011875
08/18/2022PORTOLA PARK JUL (PW)
08/18/2022BENCH WELDING 119701JIN SUNG KIM
240.0007/21/2022

0.00 FOREVER IRON WORKS

SANTA ANA
Total: 69417Check No. 240.00
Total for JIN SUNG KIM 240.00
CA 92679

0.0008/18/2022 69418OP
08/18/2022011613
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER YOUTH TRACK 119705KENNETH CHAI
472.5010977

0.00 TRABUCO CANYON
Total: 69418Check No. 472.50
Total for KENNETH CHAI 472.50
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022SPORTS PARK
06/25/2022COPIER MONTHLY MAINTENANCE MAY 119472KONICA MINOLTA BUSINESS

76.16280429488

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022BUILDING
06/25/2022COPIER MONTHLY MAINTENANCE MAY 119477KONICA MINOLTA BUSINESS 321.50280429788

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022POLICE
06/25/2022COPIER MONTHLY MAINTENANCE MAY 119482KONICA MINOLTA BUSINESS 107.35280429968

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022CLERK
06/25/2022COPIER MONTHLY MAINTENANCE MAY 119484KONICA MINOLTA BUSINESS

92.60280429970

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022COPIER 1A
06/25/2022COPIER MONTHLY MAINTENANCE MAY 119485KONICA MINOLTA BUSINESS 213.81280430019

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022COPIER 2B
06/25/2022COPIER MONTHLY MAINTENANCE MAY 119486KONICA MINOLTA BUSINESS 147.03280430119

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022SENIOR
06/25/2022COPIER MONTHLY MAINTENANCE MAY 119487KONICA MINOLTA BUSINESS 218.00280430401

0.00 SOLUTIONS USA INC

PASADENA
Item: 6
46 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
24Page:

Taxes Withheld
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022COPIER 2A
06/25/2022COPIER MONTHLY MAINTENANCE MAY 119488KONICA MINOLTA BUSINESS

71.74280430593

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022REMOVED PRINTER (CM)
06/25/2022MANAGED PRINT SERVICES APR 119512KONICA MINOLTA BUSINESS

15.739008663241

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/04/2022 69338OP
06/25/2022011575
06/25/2022(CM)
06/25/2022MANAGED PRINT SERVICES JUN 119513KONICA MINOLTA BUSINESS 433.569008663245

0.00 SOLUTIONS USA INC

PASADENA
Total: 69338Check No. 1,697.48
CA 91185

0.0008/11/2022 69370OP
08/11/2022011575
08/11/2022(CM)
08/11/2022MANAGED PRINT SERVICES JUL 119617KONICA MINOLTA BUSINESS 437.339008728873

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/11/2022 69370OP
08/11/2022011575
08/11/2022JUL POLICE
08/11/2022COPIER MONTHLY MAINTENANCE 119618KONICA MINOLTA BUSINESS 154.04281654190

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/11/2022 69370OP
08/11/2022011575
08/11/2022JUL BUILDING (CM)
08/11/2022COPIER MONTHLY MAINTENANCE 119619KONICA MINOLTA BUSINESS 317.37281654362

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/11/2022 69370OP
08/11/2022011575
08/11/2022JUL CLERK (CM)
08/11/2022COPIER MONTHLY MAINTENANCE 119620KONICA MINOLTA BUSINESS 174.66281654474

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/11/2022 69370OP
08/11/2022011575
08/11/2022JUL SENIOR CENTER (CM)
08/11/2022COPIER MONTHLY MAINTENANCE 119621KONICA MINOLTA BUSINESS 150.08281654931

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/11/2022 69370OP
08/11/2022011575
08/11/2022JUL COPIER 1A (CM)
08/11/2022COPIER MONTHLY MAINTENANCE 119622KONICA MINOLTA BUSINESS 423.86281654934

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0008/11/2022 69370OP
08/11/2022011575
08/11/2022JUL COPIER 2A (CM)
08/11/2022COPIER MONTHLY MAINTENANCE 119623KONICA MINOLTA BUSINESS 167.67281654935

0.00 SOLUTIONS USA INC

PASADENA
Item: 6
47 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
25Page:

Taxes Withheld
CA 91185

0.0008/11/2022 69370OP
08/11/2022011575
08/11/2022JUL SPORTS PARK (CM)
08/11/2022COPIER MONTHLY MAINTENANCE 119624KONICA MINOLTA BUSINESS 118.71281654937

0.00 SOLUTIONS USA INC

PASADENA
Total: 69370Check No. 1,943.72
Total for KONICA MINOLTA BUSINESS 3,641.20
PA 19101-1602

0.0008/11/2022 69371OP
08/11/2022011585
08/11/2022
08/11/2022COPIER LEASE JUL 22 (CM) 119625KONICA MINOLTA PREMIER FINANCE 1,011.4377102054

0.00 PHILADELPHIA
Total: 69371Check No. 1,011.43
Total for KONICA MINOLTA PREMIER FINANCE 1,011.43
CA 92630

0.0008/25/2022 69456OP
08/25/2022010898
08/25/20222014 FORD F-150
08/25/2022VEHICLE MAINTENANCE AUG 119761L & M AUTOMOTIVE

52.6449268

0.00 LAKE FOREST
Total: 69456Check No. 52.64
Total for L & M AUTOMOTIVE 52.64
CA 92630

0.0008/25/2022 69457OP
08/25/2022010261
08/25/2022(CD,CM,PS)
08/25/2022VEHICLE WASH JUL 119775LAKE FOREST EXPRESS WASH 165.001087

0.00 LAKE FOREST
Total: 69457Check No. 165.00
Total for LAKE FOREST EXPRESS WASH 165.00
CA 92614

0.0008/04/2022 69339OP
06/25/2022011522
06/25/2022ISSUE (PW)
06/25/2022ENV CONSULTANT PORTOLA NE ODOR 119453LEIGHTON AND ASSOCIATES INC. 186.8051876

0.00 IRVINE
Total: 69339Check No. 186.80
CA 92614

0.0008/25/2022 69458OP
06/25/2022011522
06/25/2022ISSUE MAY/JUN (PW)
06/25/2022ENV CONSULTANT PORTOLA NE ODOR 119735LEIGHTON AND ASSOCIATES INC. 5,838.4851397

0.00 IRVINE
Total: 69458Check No. 5,838.48
Item: 6
48 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
26Page:

Taxes Withheld
Total for LEIGHTON AND ASSOCIATES INC. 6,025.28
CA 92672

0.0008/25/2022 69459OP
08/25/202212171
08/25/2022THE MEADOWS (PW)
08/25/2022GEOTECHNICAL SERVICES JUL 119762LGC GEOTECHNICAL, INC. 1,632.4001-17921

0.00 SAN CLEMENTE
Total: 69459Check No. 1,632.40
Total for LGC GEOTECHNICAL, INC. 1,632.40
IL 60674-5099

0.0008/25/2022 69460OP
08/25/2022011315
08/25/2022FRONT-END AUG (CM)
08/25/2022COMMERCIAL PROPERTIES NOW 119760LOOPNET
356.00116387101-1

0.00 CHICAGO
Total: 69460Check No. 356.00
Total for LOOPNET 356.00
CA 92630

0.0008/11/2022 69372OP
08/11/2022010969
08/11/2022INSTRUCTOR PAYMENT (CS)
08/11/2022SUMMER BOOT CAMP 119613MARYAM STEVENSON
907.2010979

0.00 LAKE FOREST
CA 92630

0.0008/11/2022 69372OP
08/11/2022010969
08/11/2022INSTRUCTOR PAYMENT (CS)
08/11/2022SUMMER BOOT CAMP 119614MARYAM STEVENSON
763.0010980

0.00 LAKE FOREST
Total: 69372Check No. 1,670.20
Total for MARYAM STEVENSON 1,670.20
CA 92702

0.0008/11/2022 69373OP
06/25/2022011440
06/25/2022HOMELESS SERVICES (PS)
06/25/2022CONTRACT SERVICES MAY 119629MERCY HOUSE LIVING CENTERS INC 2,921.395001-22-05

0.00 SANTA ANA
CA 92702

0.0008/11/2022 69373OP
06/25/2022011440
06/25/2022HOMELESS SERVICES (PS)
06/25/2022CONTRACT SERVICES JUN 119630MERCY HOUSE LIVING CENTERS INC 3,756.135001-22-06

0.00 SANTA ANA
CA 92702

0.0008/11/2022 69373OP
06/25/2022011440
06/25/2022HOMELESS SERVICES (PS)
06/25/2022CONTRACT SERVICES JAN 119631MERCY HOUSE LIVING CENTERS INC 3,533.755001-22-01

0.00 SANTA ANA
Total: 69373Check No. 10,211.27
Item: 6
49 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
27Page:

Taxes Withheld
Total for MERCY HOUSE LIVING CENTERS INC 10,211.27
CA 92835

0.0008/11/2022 69374OP
08/11/2022011789
08/11/2022RECREATION DESIGN AUG (MS)
08/11/2022FALL LEAFLET & SUMMER 119593MERRIT DEVIN DAILEY 3,000.000000269

0.00 MERRITT STUDIO, LLC

FULLERTON
Total: 69374Check No. 3,000.00
Total for MERRIT DEVIN DAILEY 3,000.00
CA 92630

0.0008/04/2022 69340OP
08/04/202202026
08/04/2022
08/04/2022UNIFORM VILLEGAS (PW) 119538MONOGRAM MAGIC
178.7863682

0.00 LAKE FOREST
Total: 69340Check No. 178.78
CA 92630

0.0008/18/2022 69419OP
08/18/202202026
08/18/2022(CS)
08/18/2022UNIFORMS CLUBHOUSE STAFF 119707MONOGRAM MAGIC 770.8063775

0.00 LAKE FOREST
Total: 69419Check No. 770.80
CA 92630

0.0008/25/2022 69461OP
08/25/202202026
08/25/2022
08/25/2022HAT ANDREANI AUG (PW) 119763MONOGRAM MAGIC

24.7663855

0.00 LAKE FOREST
CA 92630

0.0008/25/2022 69461OP
08/25/202202026
08/25/2022(CM)
08/25/2022UNIFORMS CITY CLERK STAFF 119764MONOGRAM MAGIC 121.7163842

0.00 LAKE FOREST
Total: 69461Check No. 146.47
Total for MONOGRAM MAGIC 1,096.05
CA 95630

0.0008/04/2022 69341OP
08/04/20221323
08/04/2022POOLE JUL (PW)
08/04/2022MMASC CONFERENCE REGISTRATION 119541MUNICIPAL MANAGEMENT ASSOC. 400.005401

0.00 OF SOUTHERN CALIFORNIA
FOLSOM
Total: 69341Check No. 400.00
Item: 6
50 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
28Page:

Taxes Withheld
CA 95630

0.0008/18/2022 69420OP
08/18/20221323
08/18/2022WAIL JAMAL (CM)
08/18/2022MEMBERSHIP DUES 2022-2023 119706MUNICIPAL MANAGEMENT ASSOC.

90.005413

0.00 OF SOUTHERN CALIFORNIA
FOLSOM
Total: 69420Check No. 90.00
Total for MUNICIPAL MANAGEMENT ASSOC. 490.00
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022SERRANO/BAKE/JERONIMO (PW)
06/25/2022IRRIGATION REPAIRS MAY 119467NIEVES LANDSCAPE INC. 168.0072616

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022RTE/TRABUCO/SADDLEBACK (PW)
06/25/2022IRRIGATION REPAIRS JUN RIDGE 119468NIEVES LANDSCAPE INC. 2,229.5072617

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022/GREENWOOD/MANALASTAS (PW)
06/25/2022IRRIGATION REPAIRS JUN SERRANO 119469NIEVES LANDSCAPE INC. 552.5072618

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022RTE/ROCKFIELD/TRABUCO (PW)
06/25/2022IRRIGATION REPAIRS JUN RIDGE 119470NIEVES LANDSCAPE INC. 1,530.0072619

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022/ROCKFIELD/MUIRLANDS (PW)
06/25/2022IRRIGATION REPAIRS MAY SERRANO 119471NIEVES LANDSCAPE INC. 1,178.0072615

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022VETERANS/PEACHWOOD (PW)
06/25/2022IRRIGATION REPAIRS MAY CHERRY/ 119473NIEVES LANDSCAPE INC. 2,342.9572610

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022/RANCHWOOD/MONTBURY (PW)
06/25/2022IRRIGATION REPAIRS MAY EL TORO 119474NIEVES LANDSCAPE INC. 1,768.8172609

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022VETERANS PARK (PW)
06/25/2022IRRIGATION REPAIRS MAY 119475NIEVES LANDSCAPE INC. 660.7872611

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022EL TORO/MINI/SUNDOWER (PW)
06/25/2022IRRIGATION REPAIRS JUN 119476NIEVES LANDSCAPE INC. 1,524.3872612

0.00 SANTA ANA
Item: 6
51 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
29Page:

Taxes Withheld
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022CONCOURSE/MOUNTAIN VIEW (PW)
06/25/2022IRRIGATION REPAIRS JUN ALTON/ 119478NIEVES LANDSCAPE INC. 1,520.6372613

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022SERRANO CREEK PARK (PW)
06/25/2022REMOVED TREE MAY 119479NIEVES LANDSCAPE INC. 1,600.0072602

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022PEACHWOOD PARK (PW)
06/25/2022REPLACED TREE MAY 119480NIEVES LANDSCAPE INC. 290.0072603

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022JUN VETERANS PARK (PW)
06/25/2022INSTALL SOD, REMOVE CONCRETE 119481NIEVES LANDSCAPE INC. 1,411.7872604

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
06/25/20221469
06/25/2022EL TORO/LAKE FOREST (PW)
06/25/2022IRRIGATION REPAIRS MAY TOLEDO/ 119483NIEVES LANDSCAPE INC. 575.0072614

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
08/04/20221469
08/04/2022JUL MPS/ALTON MITIGATION (PW)
08/04/2022MONTHLY MAINTENANCE 119539NIEVES LANDSCAPE INC. 68,637.4972471

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
08/04/20221469
08/04/2022TRABUCO/ ROCKFIELD JUL (PW)
08/04/2022IRRIGATION REPAIR LAKE FOREST/ 119540NIEVES LANDSCAPE INC. 1,219.0072620

0.00 SANTA ANA
CA 92705

0.0008/04/2022 69342OP
08/04/20221469
08/04/2022PASSIVE PARKS (PW)
08/04/2022MONTHLY MAINTENANCE JUL 119542NIEVES LANDSCAPE INC. 69,575.8472470

0.00 SANTA ANA
Total: 69342Check No. 156,784.66
CA 92705

0.0008/11/2022 69375OP
06/25/20221469
06/25/2022PEACHWOOD, EL TORO PARKS (PW)
06/25/2022INSTALL TREES MAY 119633NIEVES LANDSCAPE INC. 270.0072606

0.00 SANTA ANA
CA 92705

0.0008/11/2022 69375OP
06/25/20221469
06/25/2022VINTAGE PARK (PW)
06/25/2022INSTALL TREES MAY 119634NIEVES LANDSCAPE INC. 180.0072607

0.00 SANTA ANA
Item: 6
52 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
30Page:

Taxes Withheld
CA 92705

0.0008/11/2022 69375OP
06/25/20221469
06/25/2022RANCHO SERRANO PARK (PW)
06/25/2022INSTALL TREES MAY 119635NIEVES LANDSCAPE INC. 360.0072608

0.00 SANTA ANA
CA 92705

0.0008/11/2022 69375OP
06/25/20221469
06/25/2022SERRANO/CAVANAUGH PARKS (PW)
06/25/2022INSTALL TREES MAY 119636NIEVES LANDSCAPE INC. 540.0072605

0.00 SANTA ANA
CA 92705

0.0008/11/2022 69375OP
08/11/20221469
08/11/2022CONCOURSE/LAKE FOREST (PW)
08/11/2022IRRIGATION REPAIRS JUL EL TORO 119597NIEVES LANDSCAPE INC. 3,824.3372621

0.00 SANTA ANA
CA 92705

0.0008/11/2022 69375OP
08/11/20221469
08/11/2022CAVANAUGH/RCHWD/VETS (PW)
08/11/2022IRRIGATION REPAIRS JUL 119598NIEVES LANDSCAPE INC. 1,586.8872622

0.00 SANTA ANA
Total: 69375Check No. 6,761.21
Total for NIEVES LANDSCAPE INC. 163,545.87
CA 91729-3700

0.0008/11/2022 69376OP
08/11/2022011457
08/11/2022TESTING JUL (MS)
08/11/2022PRE-EMPLOYMENT PHYSICALS AND 119588OCCUPATIONAL HEALTH CENTERS 121.0076110681

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
Total: 69376Check No. 121.00
CA 91729-3700

0.0008/25/2022 69462OP
08/25/2022011457
08/25/2022AND TESTING (MS)
08/25/2022PRE-EMPLOYMENT PHYSICALS 119777OCCUPATIONAL HEALTH CENTERS 121.0076188075

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
Total: 69462Check No. 121.00
Total for OCCUPATIONAL HEALTH CENTERS 242.00
AZ 85038-9248

0.0008/25/2022 69463OP
08/25/202215201
08/25/2022
08/25/2022OPERATING SUPPLIES JUL (F) 119776ODP BUSINESS SOLUTIONS, LLC 2,228.0023017489

0.00 PHOENIX
Total: 69463Check No. 2,228.00
Total for ODP BUSINESS SOLUTIONS, LLC 2,228.00
Item: 6
53 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
31Page:

Taxes Withheld
CA 92805

0.0008/25/2022 69464OP
08/25/2022010645
08/25/2022DESIGN JUL
08/25/2022LAKE FOREST DR RESURFACING 119778ONWARD ENGINEERING 16,117.506424

0.00 ANAHEIM
CA 92805

0.0008/25/2022 69464OP
08/25/2022010645
08/25/2022DESIGN JUL
08/25/2022TRABUCO ROAD RESURFACING 119779ONWARD ENGINEERING 1,615.006425

0.00 ANAHEIM
Total: 69464Check No. 17,732.50
Total for ONWARD ENGINEERING 17,732.50
CA 92817

0.0008/11/2022 69377OP
06/25/20222611
06/25/2022KARG (CD)
06/25/2022PAINT PROGRAM 6/30 119615PACIFIC PAINTING CO. 3,500.0013906

0.00 ANAHEIM
Total: 69377Check No. 3,500.00
Total for PACIFIC PAINTING CO. 3,500.00
CA 92618

0.0008/11/2022 69378OP
08/11/20221708
08/11/2022CIVIC CENTER (PW)
08/11/2022FUEL FOR LEAF BLOWERS JUL 119601PARKWAY LAWNMOWER SHOP

49.54272609

0.00 IRVINE
Total: 69378Check No. 49.54
Total for PARKWAY LAWNMOWER SHOP 49.54
MA 02298-1022

0.0008/25/2022 69465OP
08/25/20221611
08/25/20225/28/22-8/27/22 (CC)
08/25/2022POSTAGE METER LEASE 119780PITNEY BOWES
899.213105611256

0.00 BOSTON
Total: 69465Check No. 899.21
Total for PITNEY BOWES 899.21
CA 90084

0.0008/04/2022 69343OP
06/25/2022011744
06/25/2022(PS)
06/25/2022UTILITY FOR OCSD LEASE MAY 119454PS BUSINESS PARKS LP 114.027/8/2022 UTIL

0.00 LOS ANGELES
Total: 69343Check No. 114.02
Total for PS BUSINESS PARKS LP 114.02
Item: 6
54 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
32Page:

Taxes Withheld
CA 90242

0.0008/25/2022 69466OP
08/25/2022011621
08/25/2022
08/25/2022ARTERIAL/RES SWEEPING JUL (PW) 119782R.F. DICKSON CO., INC. 32,480.262511459DS

0.00 DOWNEY
Total: 69466Check No. 32,480.26
Total for R.F. DICKSON CO., INC. 32,480.26
CA 92799-5091

0.0008/11/2022 69379OP
08/11/202218240
08/11/2022SEP PTM-108-702MD-1 (CD)
08/11/202222702 MADRID HOA PAYMENT 119605RANCHO VIEJO II HOA 380.0022702 08/01/2022

0.00 SANTA ANA
Total: 69379Check No. 380.00
CA 92799-5091

0.0008/11/2022 69380OP
08/11/202218240
08/11/2022SEP PTM-108-706MD-1 (CD)
08/11/202222706 MADRID HOA PAYMENT 119604RANCHO VIEJO II HOA 380.0022706 08/01/2022

0.00 SANTA ANA
Total: 69380Check No. 380.00
Total for RANCHO VIEJO II HOA 760.00
CA 92675

0.0008/04/2022 69344OP
06/25/20221833
06/25/2022PLAN CONST SUPPORT JUN (PW)
06/25/2022NEIGHBORHOOD PARK IMPROVEMENT 119455RJM DESIGN GROUP INC. 310.0035109

0.00 SAN JUAN CAPISTRANO
Total: 69344Check No. 310.00
Total for RJM DESIGN GROUP INC. 310.00
AZ 85281

0.0008/04/2022 69345OP
08/04/2022011851
08/04/2022RETENTION RELEASE JUN (PW)
08/04/2022BAKER RANCH PLAYGROUND RESURF. 119543ROBERTSON INDUSTRIES, INC 9,118.12PJI-012963 RETENTION

0.00 TEMPE
AZ 85281

0.0008/04/2022 69345OP
08/04/2022011851
08/04/2022RETENTION JUN (PW)
08/04/2022EL TORO PARK PLAYGROUND RESURF 119544ROBERTSON INDUSTRIES, INC 11,604.88PJI-013015 RETENTION

0.00 TEMPE
Total: 69345Check No. 20,723.00
Total for ROBERTSON INDUSTRIES, INC 20,723.00
Item: 6
55 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
33Page:

Taxes Withheld
CA 92694

0.0008/04/2022 69346OP
08/04/20221895
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER GUITAR / UKULELE 119494RON GORMAN
232.4011022

0.00 LADERA RANCH
CA 92694

0.0008/04/2022 69346OP
08/04/20221895
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER GUITAR / UKULELE 119495RON GORMAN
457.8011021

0.00 LADERA RANCH
Total: 69346Check No. 690.20
CA 92694

0.0008/18/2022 69421OP
08/18/20221895
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GUITAR/ UKULELE 119708RON GORMAN
380.8011023

0.00 LADERA RANCH
Total: 69421Check No. 380.80
Total for RON GORMAN 1,071.00
CA 92614

0.0008/18/2022 69422OP
08/18/20221802
08/18/2022CONSULTING SERVICES JUL
08/18/2022AFFORDABLE HOUSING 119709ROSENOW SPEVACEK GROUP INC 2,957.50I009145

0.00 IRVINE
Total: 69422Check No. 2,957.50
Total for ROSENOW SPEVACEK GROUP INC 2,957.50
CA 92675

0.0008/18/2022 69423OP
08/18/2022011230
08/18/2022ASSISTANT (CD)
08/18/2022PLANNING CONSULTANT SERVICES- 119712SAGECREST PLANNING AND 13,017.503557

0.00 ENVIRONMENTAL LLC

SAN JUAN CAPISTRANO
Total: 69423Check No. 13,017.50
Total for SAGECREST PLANNING AND 13,017.50

0.0008/11/2022 69381OP
06/25/2022191703
06/25/2022APR - JUN 2022 (CC)
06/25/2022MILEAGE REIMBURSEMENT 119646SCOTT VOIGTS

55.8108/11/2022

0.00 Total: 69381Check No. 55.81
Total for SCOTT VOIGTS 55.81
Item: 6
56 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
34Page:

Taxes Withheld
CA 92630

0.0008/04/2022 69347OP
08/04/2022011745
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER PICKLEBALL 119489SHELLY BOOTH
542.5010982

0.00 LAKE FOREST
CA 92630

0.0008/04/2022 69347OP
08/04/2022011745
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER PICKLEBALL 119490SHELLY BOOTH
1,305.5010986

0.00 LAKE FOREST
CA 92630

0.0008/04/2022 69347OP
08/04/2022011745
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER PICKLEBALL 119491SHELLY BOOTH
269.5010983

0.00 LAKE FOREST
CA 92630

0.0008/04/2022 69347OP
08/04/2022011745
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER PICKLEBALL 119492SHELLY BOOTH
462.0010984

0.00 LAKE FOREST
CA 92630

0.0008/04/2022 69347OP
08/04/2022011745
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER PICKLEBALL 119493SHELLY BOOTH

38.5010987

0.00 LAKE FOREST
Total: 69347Check No. 2,618.00
CA 92630

0.0008/18/2022 69424OP
08/18/2022011745
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER PICKLEBALL 119710SHELLY BOOTH
154.0010988

0.00 LAKE FOREST
Total: 69424Check No. 154.00
Total for SHELLY BOOTH 2,772.00
OH 45263-1186

0.0008/25/2022 69467OP
08/25/2022011713
08/25/2022REMOVAL JUL (PW)
08/25/2022BUS SHELTER SERVICES, TRASH 119807SHELTERCLEAN SERVICES INC 3,013.61714259

0.00 CINCINNATI
Total: 69467Check No. 3,013.61
Total for SHELTERCLEAN SERVICES INC 3,013.61
CA 91746

0.0008/25/2022 69468OP
08/25/2022010509
08/25/20228/9-9/5 (CS)
08/25/2022PORTALET RENTALS 119786SO CAL INDUSTRIES
114.28582018

0.00 CITY OF INDUSTRY
Item: 6
57 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
35Page:

Taxes Withheld
CA 91746

0.0008/25/2022 69468OP
08/25/2022010509
08/25/2022 RENTALS 7/29-8/01 (CS)
08/25/2022SUMMER CONCERT PORTALET 119788SO CAL INDUSTRIES 662.66581390

0.00 CITY OF INDUSTRY
Total: 69468Check No. 776.94
Total for SO CAL INDUSTRIES 776.94
CA 92618

0.0008/04/2022 69348OP
06/25/20221957
06/25/2022
06/25/2022CDBG SUBRECIPIENT 4TH QTR (CD) 119456SOUTH COUNTY OUTREACH 4,812.50APR - JUN 2022

0.00 IRVINE
CA 92618

0.0008/04/2022 69348OP
06/25/20221957
06/25/2022SUPERFUND (CD)
06/25/2022CDBG SUBRECIPIENT 4TH QTR 119457SOUTH COUNTY OUTREACH 1,000.00APR - JUN 22

0.00 IRVINE
Total: 69348Check No. 5,812.50
Total for SOUTH COUNTY OUTREACH 5,812.50
CA 91772-0002

0.0008/18/2022 69425OP
08/18/20220508
08/18/2022(PW)
08/18/2022STREET LIGHT UTILITIES JUL 119713SOUTHERN CALIFORNIA EDISON 72,050.693106 8/3/2022

0.00 ROSEMEAD
CA 91772-0002

0.0008/18/2022 69425OP
08/18/20220508
08/18/2022(PW)
08/18/2022PORTOLA PARK UTILITIES JUL 119714SOUTHERN CALIFORNIA EDISON

57.301549 08/05/2022

0.00 ROSEMEAD
CA 91772-0002

0.0008/18/2022 69425OP
08/18/20220508
08/18/2022(PW)
08/18/2022STREET LIGHT UTILITIES JUL 119715SOUTHERN CALIFORNIA EDISON

47.775146 08/05/2022

0.00 ROSEMEAD
Total: 69425Check No. 72,155.76
CA 91772-0002

0.0008/25/2022 69469OP
08/25/20220508
08/25/2022(PW)
08/25/2022CIVIC CENTER UTILITIES JUL 119784SOUTHERN CALIFORNIA EDISON 22,165.708477 8/09/2022

0.00 ROSEMEAD
CA 91772-0002

0.0008/25/2022 69469OP
08/25/20220508
08/25/2022PARKING GARAGE (PW)
08/25/2022CIVIC CENTER UTILITIES JUL 119785SOUTHERN CALIFORNIA EDISON 4,336.808114 08/09/2022

0.00 ROSEMEAD
Total: 69469Check No. 26,502.50
Item: 6
58 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
36Page:

Taxes Withheld
Total for SOUTHERN CALIFORNIA EDISON 98,658.26
OH 44096-8012

0.0008/04/2022 69349OP
06/25/2022011603
06/25/2022
06/25/2022PUBLIC NOTICES JUN 1 - 30 (CC) 119507SOUTHERN CALIFORNIA NEWS GROUP 4,296.260000545290

0.00 WILLOUGHBY
Total: 69349Check No. 4,296.26
Total for SOUTHERN CALIFORNIA NEWS GROUP 4,296.26
CA 92630

0.0008/11/2022 69382OP
08/11/202219391
08/11/2022
08/11/20224TH OF JULY AWARDS (CS) 119591SPECTRUM SPECIALTIES 822.0936266

0.00 & AWARDS

LAKE FOREST
Total: 69382Check No. 822.09
Total for SPECTRUM SPECIALTIES 822.09
CA 92630

0.0008/11/2022 69383OP
08/11/2022191671
08/11/2022JUL (CS)
08/11/20224TH OF JULY PARADE PROGRAMS 119590STUDIO TWO * BLACK DIAMOND 726.9598858

0.00 PRINTING & GRAPHICS

LAKE FOREST
Total: 69383Check No. 726.95
Total for STUDIO TWO * BLACK DIAMOND 726.95
CA 90660-4512

0.0008/18/2022 69426OP
08/18/2022010654
08/18/2022JUL VARIOUS PARKS (PW)
08/18/2022GRAFFITI REMOVAL AND STEAM 119711SUPERIOR PROPERTY SERVICES INC 9,700.0017554

0.00 PICO RIVERA
Total: 69426Check No. 9,700.00
Total for SUPERIOR PROPERTY SERVICES INC 9,700.00
CA 94966

0.0008/04/2022 69350OP
06/25/2022011764
06/25/2022JUN (CD)
06/25/2022MIXED USE ZONING CODE UPDATES 119505SWA GROUP INC 4,800.00191026

0.00 SAUSALITO
Total: 69350Check No. 4,800.00
CA 94966

0.0008/25/2022 69470OP
08/25/2022011764
08/25/2022UPDATES JUL (CD)
08/25/2022MIXED USE ZONING CODE 119791SWA GROUP INC
420.00191319

0.00 SAUSALITO
Item: 6
59 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
37Page:

Taxes Withheld
Total: 69470Check No. 420.00
Total for SWA GROUP INC 5,220.00
CA 92705

0.0008/04/2022 69351OP
06/25/2022010986
06/25/2022(PW)
06/25/2022BAKE PARKWAY RESURFACING JUN 119458TAIT & ASSOCIATES INC. 4,721.60149979

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
CA 92705

0.0008/04/2022 69351OP
06/25/2022010986
06/25/2022JUN (PW)
06/25/2022EL TORO ROAD RAISED MEDIANS 119459TAIT & ASSOCIATES INC. 13,671.90149976

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
CA 92705

0.0008/04/2022 69351OP
06/25/2022010986
06/25/2022(PW)
06/25/2022EL TORO ROAD RESURFACING JUN 119460TAIT & ASSOCIATES INC. 55,020.68149978

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
CA 92705

0.0008/04/2022 69351OP
06/25/2022010986
06/25/2022(PW)
06/25/2022ARTERIAL MEDIAN DESIGN JUN 119461TAIT & ASSOCIATES INC. 17,672.50149977

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
Total: 69351Check No. 91,086.68
Total for TAIT & ASSOCIATES INC. 91,086.68
CA 91756

0.0008/25/2022 69471OP
08/25/20221937
08/25/2022(PW)
08/25/2022CIVIC CENTER UTILITIES JUL 119783THE GAS COMPANY 677.799109 08/10/2022

0.00 MONTEREY PARK
CA 91756

0.0008/25/2022 69471OP
08/25/20221937
08/25/2022
08/25/2022SPORTS PARK UTILITIES JUL (PW) 119795THE GAS COMPANY

68.452943 08/11/2022

0.00 MONTEREY PARK
Total: 69471Check No. 746.24
Total for THE GAS COMPANY 746.24
CA 92688

0.0008/11/2022 69384OP
06/25/2022011121
06/25/2022EDUCATION JAN-JUN 2022 (CM)
06/25/2022PET ADOPTION SERVICES AND 119616THE PET ADOPTION CENTER OF 7,500.001005

0.00 ORANGE COUNTY

RANCHO SANTA MARGARITA
Total: 69384Check No. 7,500.00
Total for THE PET ADOPTION CENTER OF 7,500.00
Item: 6
60 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
38Page:

Taxes Withheld
NV 89103

0.0008/11/2022 69385OP
08/11/2022011874
08/11/20222022 SAN DIEGO (CM)
08/11/2022VIDEO FOR ESRI GIS CONFERENCE 119606THE SOUND OF KNOWLEDGE, INC 337.174450

0.00 LAS VEGAS
Total: 69385Check No. 337.17
Total for THE SOUND OF KNOWLEDGE, INC 337.17
CA 92630

0.0008/11/2022 69386OP
08/11/2022011398
08/11/2022
08/11/2022PRE-EMPLOYMENT JUL (MS) 119587THE UPS STORE 0026

90.00TCLF0720220026

0.00 LAKE FOREST
Total: 69386Check No. 90.00
Total for THE UPS STORE 0026 90.00
CA 92691

0.0008/11/2022 69387OP
08/11/20220814
08/11/2022
08/11/2022CONSULTING SERVICES JUL (CD) 119610THERESA DOBBS 1,635.0008/02/2022

0.00 MISSION VIEJO
Total: 69387Check No. 1,635.00
Total for THERESA DOBBS 1,635.00
CA 92679

0.0008/04/2022 69352OP
06/25/2022010570
06/25/2022FOOTHILL RANCH PARK (PW)
06/25/2022REPLACED HAND DRYER JUN 119463THOMAS J. O'CONNELL 405.98INV-2022-159

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0008/04/2022 69352OP
06/25/2022010570
06/25/2022MAY BORREGO PARK (PW)
06/25/2022REPAIRED BATHROOM DOOR LOCKS 119464THOMAS J. O'CONNELL 763.52INV-2022-160

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Total: 69352Check No. 1,169.50
CA 92679

0.0008/11/2022 69388OP
08/11/2022010570
08/11/2022RANCHWOOD PARK (PW)
08/11/2022REPAIRED DOOR LOCK JUL 119602THOMAS J. O'CONNELL 159.64INV-2022-161

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0008/11/2022 69388OP
08/11/2022010570
08/11/2022JUL VETERANS PARK (PW)
08/11/2022INSTALL WIRING/LIGHT FIXTURE 119603THOMAS J. O'CONNELL 1,750.00INV-2022-162

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Total: 69388Check No. 1,909.64
Item: 6
61 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
39Page:

Taxes Withheld
Total for THOMAS J. O'CONNELL 3,079.14
CA 95138

0.0008/25/2022 69472OP
08/25/2022011787
08/25/2022SUBSCRIPTION 9/25/22-9/24/23
08/25/2022INVENTORY SYSTEM ANNUAL 119794TOUMA INC
3,555.0043220

0.00 ASAP SYSTEMS

SAN JOSE
Total: 69472Check No. 3,555.00
Total for TOUMA INC 3,555.00
CA 92679-3715

0.0008/04/2022 69353OP
06/25/2022011759
06/25/2022PORTOLA METER JUN (PW)
06/25/2022MPS UTILITY EL TORO RD / 119514TRABUCO CANYON WATER DISTRICT 128.907/18/2022

0.00 TRABUCO CANYON
Total: 69353Check No. 128.90
Total for TRABUCO CANYON WATER DISTRICT 128.90
PA 18431-7683

0.0008/18/2022 69427OP
08/18/2022011747
08/18/2022(PW)
08/18/2022TRASH CANS CIVIC CENTER JUL 119716TRASHCANS UNLIMITED LLC 20,353.0814107

0.00 HONESDALE
Total: 69427Check No. 20,353.08
Total for TRASHCANS UNLIMITED LLC 20,353.08
92782

0.0008/04/2022 69354OP
08/04/20222018
08/04/2022(PS)
08/04/2022COMMUNITY SVC PROGRAMS 2021-22 119545TRAUMA INTERVENTION PROGRAM 10,270.002469

0.00 TUSTIN
Total: 69354Check No. 10,270.00
Total for TRAUMA INTERVENTION PROGRAM 10,270.00
CA 92619

0.0008/11/2022 69389OP
08/11/2022011454
08/11/2022NAKATA/UVALDE FUND (MS)
08/11/2022AV FOR PAC EVENT 7/16 119586TRIPEPI SMITH AND ASSOCIATES 1,286.258405

0.00 INC
IRVINE
Total: 69389Check No. 1,286.25
Total for TRIPEPI SMITH AND ASSOCIATES 1,286.25
Item: 6
62 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
40Page:

Taxes Withheld
CA 92877-0102

0.0008/11/2022 69390OP
08/11/2022011138
08/11/2022ANNUAL FEE 2022-2023 (PW)
08/11/2022UNDERGROUND SERVICE ALERT 119595UNDERGROUND SERVICE ALERT OF 839.8922-2300023

0.00 SOUTHERN CALIFORNIA
CORONA
CA 92877-0102

0.0008/11/2022 69390OP
08/11/2022011138
08/11/2022ALERT NOTIFICATIONS JUL (PW)
08/11/2022UNDERGROUND SERVICES 119596UNDERGROUND SERVICE ALERT OF 223.50720220374

0.00 SOUTHERN CALIFORNIA
CORONA
Total: 69390Check No. 1,063.39
Total for UNDERGROUND SERVICE ALERT OF 1,063.39
CA 92630

0.0008/04/2022 69355OP
08/04/20222154
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER GYMNASTIC COURSE 119498US TOO GYMNASTICS

91.0010997

0.00 LAKE FOREST
CA 92630

0.0008/04/2022 69355OP
08/04/20222154
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER GYMNASTIC COURSE 119499US TOO GYMNASTICS 231.0010998

0.00 LAKE FOREST
CA 92630

0.0008/04/2022 69355OP
08/04/20222154
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER GYMNASTIC COURSE 119500US TOO GYMNASTICS

98.0011116

0.00 LAKE FOREST
CA 92630

0.0008/04/2022 69355OP
08/04/20222154
08/04/2022INSTRUCTOR PAYMENT (CS)
08/04/2022SUMMER GYMNASTIC COURSE 119501US TOO GYMNASTICS

49.0011117

0.00 LAKE FOREST
Total: 69355Check No. 469.00
CA 92630

0.0008/18/2022 69428OP
08/18/20222154
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMNASTIC COURSE 119717US TOO GYMNASTICS

91.0010999

0.00 LAKE FOREST
CA 92630

0.0008/18/2022 69428OP
08/18/20222154
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMNASTIC COURSE 119718US TOO GYMNASTICS 182.0011000

0.00 LAKE FOREST
CA 92630

0.0008/18/2022 69428OP
08/18/20222154
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMNASTIC COURSE 119719US TOO GYMNASTICS

49.0011118

0.00 LAKE FOREST
Item: 6
63 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
41Page:

Taxes Withheld
CA 92630

0.0008/18/2022 69428OP
08/18/20222154
08/18/2022INSTRUCTOR PAYMENT (CS)
08/18/2022SUMMER GYMNASTIC COURSE 119720US TOO GYMNASTICS 150.0011119

0.00 LAKE FOREST
Total: 69428Check No. 472.00
Total for US TOO GYMNASTICS 941.00
CA 92630

0.0008/25/2022 69473OP
08/25/20227009
08/25/2022BUSINESS NEWSLETTER (CM)
08/25/2022BULK MAILING PERMIT #104 119808USPS
1,187.2408/17/2022

0.00 LAKE FOREST
Total: 69473Check No. 1,187.24
Total for USPS 1,187.24
TX 75266-0108

0.0008/25/2022 69474OP
08/25/2022010673
08/25/2022SERVICE JUL (CM)
08/25/2022CELLULAR PHONES AND DATA 119797VERIZON WIRELESS 266.749912956486

0.00 DALLAS
Total: 69474Check No. 266.74
Total for VERIZON WIRELESS 266.74
AZ 85016

0.0008/11/2022 69391OP
08/11/2022011871
08/11/20227/31 (F)
08/11/2022TEMP SERVICES WEEK ENDING 119608VINCENTBENJAMIN GROUP LLC 275.1095702172682

0.00 PHOENIX
Total: 69391Check No. 275.10
AZ 85016

0.0008/25/2022 69475OP
08/25/2022011871
08/25/20228/7 (F)
08/25/2022TEMP SERVICES WEEK ENDING 119796VINCENTBENJAMIN GROUP LLC 923.5595702173120

0.00 PHOENIX
AZ 85016

0.0008/25/2022 69475OP
08/25/2022011871
08/25/20228/14 (CD)
08/25/2022TEMP SERVICES WEEK ENDING 119798VINCENTBENJAMIN GROUP LLC 544.0095702173201

0.00 PHOENIX
Total: 69475Check No. 1,467.55
Total for VINCENTBENJAMIN GROUP LLC 1,742.65
Item: 6
64 10:50 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
42Page:

Taxes Withheld
GA 30092

0.0008/25/2022 69476OP
06/25/2022011748
06/25/2022FEED RENEWAL (CM)
06/25/2022DIGITAL SIGNAGE SOCIAL MEDIA 119737VISIX INC 4,922.0041900P6

0.00 PEACHTREE CORNERS
Total: 69476Check No. 4,922.00
Total for VISIX INC 4,922.00
TX 75312-3151

0.0008/18/2022 69429OP
08/18/2022011588
08/18/2022(CM)
08/18/2022VOIP SYSTEM AUG SPORTS PARK 119721VONAGE BUSINESS 573.752189126

0.00 DALLAS
TX 75312-3151

0.0008/18/2022 69429OP
08/18/2022011588
08/18/2022(CM)
08/18/2022VOIP SYSTEM AUG SKATE PARK 119722VONAGE BUSINESS 173.912189127

0.00 DALLAS
TX 75312-3151

0.0008/18/2022 69429OP
08/18/2022011588
08/18/2022CENTER (CM)
08/18/2022VOIP SYSTEM AUG CIVIC 119723VONAGE BUSINESS
9,054.082189128

0.00 DALLAS
Total: 69429Check No. 9,801.74
Total for VONAGE BUSINESS 9,801.74
CA 92883

0.0008/04/2022 69356OP
06/25/2022011790
06/25/2022JUN (PW)
06/25/2022ARBOR MINI PARKS CACI HD SIDE 119465Z&K CONSULTANTS, INC. 7,116.509036B

0.00 CORONA
CA 92883

0.0008/04/2022 69356OP
06/25/2022011790
06/25/2022& SUNDOWNER PARKS JUN (PW)
06/25/2022NEIGHBORHOOD PARK RENO VINTAGE 119466Z&K CONSULTANTS, INC. 6,308.009036A

0.00 CORONA
Total: 69356Check No. 13,424.50
Total for Z&K CONSULTANTS, INC. 13,424.50

0.00 0.00
4,178,961.58
4,178,961.58
4,178,961.58
Net Total:

Less Hand Check Total:

Grand Total:

Total Invoices: 302 Less Credit Memos:

Outstanding Invoice Total:

Item: 6
65 10:54 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
1Page:

Taxes Withheld
CA 92630

0.0008/04/2022 110563MANL
06/25/20221940
06/25/2022JUN (CS)
06/25/2022SENIOR MOBILITY PROGRAM 119409AGE WELL SENIOR SERVICES 4,263.260622

0.00 LAKE FOREST
Total: 110563Check No. 4,263.26
Total for AGE WELL SENIOR SERVICES 4,263.26
MN 56032

0.0008/04/2022 110564MANL
08/04/2022011710
08/04/2022(CD)
08/04/2022REHAB LOAN FLETCHER AND CLARKE 119395ARCADIAN BANK 260.00329

0.00 FREEBORN
Total: 110564Check No. 260.00
Total for ARCADIAN BANK 260.00
CA 92707

0.0008/04/2022 110565MANL
06/25/2022011222
06/25/2022
06/25/2022SENIOR TRANSPORTATION JUN (CS) 119408CALIFORNIA YELLOW CAB 758.306508022

0.00 SANTA ANA
Total: 110565Check No. 758.30
Total for CALIFORNIA YELLOW CAB 758.30
CA 92702

0.0008/04/2022 110566MANL
08/04/2022031362
08/04/2022
08/04/2022AFIS FINGERPRINT JUL (PS) 119401COUNTY OF ORANGE TREASURER-TAX 3,232.00SH 62545

0.00 COLLECTOR

SANTA ANA
Total: 110566Check No. 3,232.00
Total for COUNTY OF ORANGE TREASURER-TAX 3,232.00
CA 92704

0.0008/04/2022 110567MANL
08/04/2022011525
08/04/2022SPECIAL EVENTS CLEANING (CS)
08/04/2022JANITORIAL SERVICES JUL 119397CROWN FACILITY SOLUTIONS 926.89201

0.00 SANTA ANA
CA 92704

0.0008/04/2022 110567MANL
08/04/2022011525
08/04/2022SPECIAL EVENTS CLEANING (CS)
08/04/2022JANITORIAL SERVICES JUL 119398CROWN FACILITY SOLUTIONS 498.49202

0.00 SANTA ANA
CA 92704

0.0008/04/2022 110567MANL
08/04/2022011525
08/04/2022SPECIAL EVENTS CLEANING (CS)
08/04/2022JANITORIAL SERVICES JUL 119399CROWN FACILITY SOLUTIONS 770.89203

0.00 SANTA ANA
Item: 6
66 10:54 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
2Page:

Taxes Withheld
Total: 110567Check No. 2,196.27
Total for CROWN FACILITY SOLUTIONS 2,196.27
CA 92867-4607

0.0008/04/2022 110568MANL
08/04/20220923
08/04/2022WB10J6305L6D14739 (PS)
08/04/2022VEHICLE REPAIR 7/7 119403IRV SEAVER MOTORCYCLES 330.0420221519

0.00 ORANGE
CA 92867-4607

0.0008/04/2022 110568MANL
08/04/20220923
08/04/2022WB10J6305L6D14739 (PS)
08/04/2022VEHICLE REPAIR 7/14 119404IRV SEAVER MOTORCYCLES

50.8420221564

0.00 ORANGE
Total: 110568Check No. 380.88
Total for IRV SEAVER MOTORCYCLES 380.88
CA 92705

0.0008/04/2022 110569MANL
08/04/20221535
08/04/2022CITY DUES 2022-2023
08/04/2022COMMUNITY SERVICE PROG ANNUAL 119402OC HUMAN RELATIONS COUNCIL 4,770.002022-23-CD019

0.00 SANTA ANA
Total: 110569Check No. 4,770.00
Total for OC HUMAN RELATIONS COUNCIL 4,770.00
CA 90813

0.0008/04/2022 110570MANL
06/25/2022010652
06/25/2022CRIME SCENE (PS)
06/25/2022PROFESSIONAL SERVICES 5/31 119406OCEAN BLUE ENVIRONMENTAL 1,105.7535274

0.00 SERVICES INC

LONG BEACH
Total: 110570Check No. 1,105.75
Total for OCEAN BLUE ENVIRONMENTAL 1,105.75
CA 90084

0.0008/04/2022 110571MANL
06/25/2022011744
06/25/2022(PS)
06/25/2022UTILITY FOR OCSD LEASE JUN 119410PS BUSINESS PARKS LP 121.397/14/2022 UTIL

0.00 LOS ANGELES
Total: 110571Check No. 121.39
Total for PS BUSINESS PARKS LP 121.39
CA 91746

0.0008/04/2022 110572MANL
08/04/2022010509
08/04/2022(CS)
08/04/2022PORTALET RENTALS 7/12 - 8/8 119400SO CAL INDUSTRIES 114.28576939

0.00 CITY OF INDUSTRY
Item: 6
67 10:54 am
09/01/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
3Page:

Taxes Withheld
Total: 110572Check No. 114.28
Total for SO CAL INDUSTRIES 114.28
CA 92630

0.0008/04/2022 110573MANL
08/04/2022191671
08/04/2022PW)
08/04/2022BUSINESS CARDS JUL (CC, CD, 119396STUDIO TWO * BLACK DIAMOND 240.2898966

0.00 PRINTING & GRAPHICS

LAKE FOREST
Total: 110573Check No. 240.28
Total for STUDIO TWO * BLACK DIAMOND 240.28
MO 63195-2818

0.0008/04/2022 110574MANL
08/04/20222212
08/04/2022CD, CM, CS)
08/04/2022CITY VEHICLE FUEL JUN (PS, PW, 119392VOYAGER FLEET SYSTEMS INC. 3,439.058690611272231

0.00 SAINT LOUIS
Total: 110574Check No. 3,439.05
Total for VOYAGER FLEET SYSTEMS INC. 3,439.05

0.00 0.00
20,881.46
20,881.46
20,881.46
Net Total:

Less Hand Check Total:

Grand Total:

Total Invoices: 15 Less Credit Memos:

Outstanding Invoice Total:

Item: 6
68 CITY COUNCIL AGENDA REPORT
MEETING DATE: 09/06/2022
DEPARTMENT: Finance
SUBJECT:

MONTHLY TREASURER'S REPORT - JULY 2022
RECOMMENDED ACTION(S):

Receive and file.

EXECUTIVE SUMMARY:

The Treasurer's Report for the month ended July 31, 2022 is attached. There are no exceptions to the Investment Policy. Total cash and investments equal $162.5 million for the period.

DISCUSSION:

The Treasurer’s Report for the month ended July 31, 2022 is attached. There are no exceptions to the Investment Policy.

Investment Portfolio
The City’s balances consist of the following:

Type Millions
Local Agency Investment Fund (LAIF) 75.0
California Asset Management Program (CAMP) 43.1
Orange County Investment Pool (OCIP) 41.3
Operating Bank Balance-US Bank 3.1
Total Cash and Investments $ 162.5
The investment portfolio balance (excluding the operating bank balance) was unchanged during the last month. The balance in the investment portfolio was consistent with staff’s expectations based on the operating and capital improvement activities during the month.

Item: 7
69 1
8 1
8 There were no investment purchases and no maturities during the month. The types of investments currently included in the portfolio are described below with any new information since the last report.

The Local Agency Investment Fund (“LAIF”), Orange County Investment Pool (“OCIP”), and California Asset Management Program (“CAMP”) are the City’s liquidity pools. Liquidity pools are the source of funding for weekly ongoing operating costs. Many cities use only LAIF, while Lake Forest has been more conservative in this respect. The US Bank balance reflected on the previous page is mostly transitory, as a function of holding deposits until the funds are invested and subsequently disbursed from LAIF/OCIP/CAMP for operations.

State law requires that these bank balances be collateralized at 110%. The Federated Government Obligations Fund Service Share Money Market Fund is also mostly transitory, as a function of holding matured investments and earnings until the City purchases new investments. This account is the custodial account for the City’s investment safekeeping institution, US Bank.

LAIF is a conservative investment pool managed by the State. The State cannot access these balances to fund its operational expenditures. Staff believe it is still prudent to maintain funds for liquidity in LAIF. LAIF earned 1.09% on the fund in July, which is higher than the City’s earnings of .861% as of June 30, 2022.

Orange County Investment Pool (“OCIP”) allows local government agencies to voluntarily invest surplus cash to obtain competitive yields while maintaining safety and liquidity, thereby creating a multi-million-dollar County investment pool that enables investments in diversified instruments. OCIP earned approximately .848% on the fund as of July 31, 2022.

CAMP is a conservative short-term money market investment pool for a group of local agencies. CAMP earned approximately 1.64% on the fund as of July 31, 2022.

Cash with Fiscal Agent
During the month, cash with the fiscal agent was unchanged.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Monthly Treasurer's Report
Item: 7
70 1
8 1
8 Initiated By: Amy Lewis, Assistant Director of Finance Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 7
71 ATTACHMENT
Item: 7
72 VALUE OF PORTFOLIO
This Month Last Month
Market Value 159,423,943$ 159,102,250$
Book Value 159,423,943$ 159,102,250$
This Month Last Month
Average Maturity (days) 1 1
Average Maturity to Call (days) 1 1
RETURN
This Month Last Month
Average Annual Return 1.176% 0.911%
Average Annual Return to Call 1.176% 0.911%

1. I hereby certify that the investments are in compliance with the investment policy approved by the City Council on December 21, 2021.

2. Although any investment is impacted by market conditions, the current investments are structured to reduce the impact of market conditions.

3. The market values for the investments are provided by the City's Custodian, US Bank.

Local Agency Investment Fund, California Asset Management Program and

4. The City has the ability to meet its budgeted expenditures for the next six months.

Kevin R. Shirah
Director of Finance / City Treasurer

CITY OF LAKE FOREST

MONTHLY INVESTMENT HIGHLIGHTS
July 31, 2022
Orange County Investment Pool market values are the withdrawal amount. 1 Item: 7
73 SUMMARY OF TRANSACTIONS
Investment Securities*
Activity
Dollar Volume
(Par Value)
Transaction
Count
Purchases -$ -$
Maturities -$ 0
Called - Prior to Maturity -$ -$
Sale - Prior to Maturity -$ -$
* The Investment Securities activity is also included in the account summary below.

LAIF, CAMP, OCIP & Money Market Mutual Fund (MMMF)
Category Deposits Withdrawals
Local Agency Investment Fund 1,639,992$ 1,400,000$
California Asset Management Program 59,916$ -$ Orange County Investment Pool 18,576$ 680$
Federated Government Obligations Fund Service Shares 5,170$ 1,280$ No exceptions.

EXCEPTIONS TO INVESTMENT POLICY
July 31, 2022

CITY OF LAKE FOREST

MONTHLY INVESTMENT HIGHLIGHTS/
July 31, 2022

EXCEPTIONS TO INVESTMENT POLICY

CITY OF LAKE FOREST
2 Item: 7
74 CITY OF LAKE FOREST

CASH AND INVESTMENTS
July 31, 2022
CASH & INVESTMENTS:

Type Market Value
Bank Accounts 3,064,109$
Investments 0
Local Agency Investment Fund 74,994,152
California Asset Management Program 43,076,962
Orange County Investment Pool 41,343,939
Federated Government Obligations Fund Service Shares 8,890 Total 162,488,052$
3 Item: 7
75 CITY OF LAKE FOREST

PORTFOLIO STRUCTURE
July 31, 2022
COMPARISON OF INVESTMENT PORTFOLIO BY TYPE:

Average
% or $ Average Maturity Allowed
Book % or $ Over Maturity to Call Maturity
Type of Instrument Value Portfolio Allowed Limit (in days) (in days) (in days) U.S. Treasury Bills 0.0% 100% 1825
U.S. Treasury Notes 0.0% 100% 1825
U.S. Treasury Bonds 0.0% 100% 1825
Federal Agencies -$ 0.1% 100% 0 0 1825 Bankers' Acceptances 0.0% 20% 180
Certificates of Deposit (Non-Negotiable) 0.0% 30% 730
Commercial Paper 0.0% 25% 270
Local Agency Investment Fund 74,994,152 47.0% $75 MM N/A N/A N/A California Asset Management Program 43,076,962 27.0% 30% N/A N/A N/A Orange County Investment Pool 41,343,939 25.9% 100% N/A N/A N/A Federated Government Obligations Fund Service Shares 8,890 0.0% 10% N/A N/A N/A Totals 159,423,943$ 100.0%
CALLABLES AS PERCENTAGE OF BOOK VALUE:

Federal Agencies - Callable -$ 0.0% 100% 0 0 1825 4 Item: 7
76 INVESTMENT PORTFOLIO BY ISSUER:

Book % of % or $ Over
Issuer Name Value Portfolio Allowed Limit Quality
Local Agency Investment Fund 74,994,152 47.0% $75 MM N/R California Asset Management Program 43,076,962 27.0% 30% N/R Orange County Investment Pool 41,343,939 25.9% 100% N/R Federated Government Obligations Fund Service Shares 8,890 0.0% 10% AAA Totals 159,423,943$ 100.0%
DISTRIBUTION BY SELLING INSTITUTION:
% of
Name of Institution Book Value Total
Local Agency Investment Fund 74,994,152 47.0%
California Asset Management Program 43,076,962 27.0%
Orange County Investment Pool 41,343,939 25.9%
Federated Government Obligations Fund Service Shares 8,890 0.0% Totals 159,423,943$ 100.0%

CITY OF LAKE FOREST

DISTRIBUTION BY SELLING INSTITUTION
July 31, 2022

PORTFOLIO STRUCTURE
5 Item: 7
77 CITY OF LAKE FOREST
PORTFOLIO DETAILS SORTED BY MATURITY DATES 1
July 31, 2022
Market Par Book Coupon Yield to Purchase Maturity
Type of Instrument Issuer 2 Seller 3 Value 4
Value Value Rate Maturity Date Date
LAIF 5 N/A N/A 74,994,152 74,994,152 74,994,152 N/A N/A N/A N/A CAMP 6
N/A N/A 43,076,962 43,076,962 43,076,962 N/A N/A N/A N/A OCIP 7
N/A N/A 41,343,939 41,343,939 41,343,939 N/A N/A N/A N/A Money Market Fund 8
N/A N/A 8,890 8,890 8,890 N/A N/A N/A N/A
Totals 159,423,943$ 159,423,943$ 159,423,943$
1 All investments are held in safekeeping by US Bank.
2 UST = U.S. Treasury/FHLB = Federal Home Loan Bank/FHLMC = Federal Home Loan Mortgage Co./ FFCB = Federal Farm Credit Bank/FNMA=Federal National Mortgage Association/ FAMCA = Federal Agricultural Mortgage Corp.
3 RAYMOND = Raymond James & Associates, Inc. / MULTI-BANK = Multi-Bank Securities, Inc. 4 Market values are obtained monthly from US Bank.
5 Local Agency Investment Fund
6 California Asset Management Program
7 Orange County Investment Pool
8 Federated Government Obligations Money Market Fund
6 Item: 7
78 LAKE FOREST CITY COUNCIL MINUTES
JULY 20, 2021
Page No. 1
5 1
0 7
5 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, July 20, 2021, at the Lake Forest City Council Chamber, 100 Civic Center Drive, Lake Forest, California, was called to order at 5:30 p.m.

ROLL CALL: Councilmembers:

Mayor Pro Tem
Mayor:

City Manager:

City Attorney:

City Clerk:

Doug Cirbo (teleconference)
Mark Tettemer
Neeki Moatazedi (teleconference)
Robert Pequeño
Scott Voigts
Debra Rose
Matthew Richardson
Lisa Berglund
PUBLIC COMMENTS: No members of the public offered comments.

RECESSED: City Council recessed to Closed Session at 5:33 p.m. for the purpose of conducting Closed Session discussion.

1. CONFERENCE WITH LABOR NEGOTIATORS PURSUANT TO
GOVERNMENT CODE SECTION 54957.6 AGENCY DESIGNATED
REPRESENTATIVE: CITY MANAGER UNREPRESENTED EMPLOYEE: ALL

EMPLOYEES
ACTION: A closed session was conducted related to labor negotiations.

2. CONFERENCE WITH LEGAL COUNCIL –ANTICIPATED LITIGATION

INITIATION OF LITIGATION PURSUANT TO GOVERNMENT CODE
SECTION 54956.9(D)(4) NUMBER OF POTENTIAL CASES: 1
ACTION: A closed session was conducted in one matter of anticipated litigation.

RECONVENED: City Council reconvened at 6:30 p.m. for the regular City business with three members of the City Council present in the City Council Chambers and two members joining via teleconference.

PUBLIC SESSION
INVOCATION: The Invocation was provided by Father Bishoy Kamel, St. Marina Coptic Orthodox Church.

PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Mayor Voigts.

Item: 8
79 LAKE FOREST CITY COUNCIL MINUTES
JULY 20, 2021
Page No. 2
5 1
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5 CLOSED SESSION REPORT: City Attorney Richardson reported that the City Council voted unanimously to initiate litigation against a business operating illegally in the city.

PRESENTATION
A motion was made by Council Member Tettemer and seconded by Mayor Pro Tem Pequeño to receive the presentation. The City Council voted by roll call vote to receive the presentations for Item Nos. 3 -5. The motion passed unanimously, 5/0.

3. COUNTY OF ORANGE STIGMA FREE OC PRESENTATION
ACTION: A presentation was received by Carolyn Secrist, Program Supervisor for the Alcohol and Drug Education and Prevention Team.

4. UPDATE ON ORANGE COUNTY MOSQUITO AND VECTOR CONTROL

DISTRICT ACTIVITIES AND PROGRAMS
Public Comment was received from Andrew O’Connor.

ACTION: A presentation was received by Vladimir Anderson, Orange County Trustee and Rick Howard, District Manager for the OC Vector Control.

5. CALIFORNIA JOINT POWERS INSURANCE AUTHORITY UPDATE
Public Comment was received from Andrew O’Connor and Randy Johnson.

ACTION: A presentation was received by Keith Neves, Assistant City Manager.

PUBLIC COMMENTS
**SPECIAL NOTICE REGARDING PUBLIC PARTICIPATION AND COMMENTS DURING GLOBAL CORONAVIRUS (COVID-19) PANDEMIC: On 3-4-20, California State Governor Newsom proclaimed a State of Emergency in California as a result of the threat of COVID-19. On 3-17-20, Governor Newsom issued Executive Order N-29- 20, which allows a local legislative body to hold public meetings via teleconferencing and to make public meetings accessible electronically to all members of the public seeking to observe and to address the local legislative body.

Public comments were received from Andrew O’Connor, Bob Holtzclaw, Randy Johnson, Harold Ingram, Mike Black, Peter Valdez, Suzy Betz and Mayor Scott Voigts made a public comment as a private citizen.

Item: 8
80 LAKE FOREST CITY COUNCIL MINUTES
JULY 20, 2021
Page No. 3
5 1
0 7
5 CONSENT CALENDAR: (Item Nos. 6-10)
MOTION: It was moved by Council Member Tettemer and seconded by Mayor Pro Tem Pequeño to approve Consent Calendar Item Nos. 6-10. Motion carried by a vote of 5/0.

6. MOTION TO WAIVE RESOLUTIONS AND ORDINANCES
ACTION: Ordinances and Resolutions appearing on the public agenda were determined to have been read by title and reading was further waived.

7. MONTHLY TREASURER’S REPORT – JUNE 2021
ACTION: The monthly Treasurer’s Report was received and filed.

8. THIRD AMENDMENT TO THE AGREEMENT WITH ECONOMICS, INC. FOR

SOLID WASTE AND RECYCLING CONSULTING SERVICES
ACTION: The Third Amendment to the Agreement with EcoNomics, Inc. for solid waste and recycling consulting services was approved. The Mayor was authorized to sign, and the City Clerk to attest the third amendment substantially in the form attached.

9. CONTRACT AWARD FOR HOMELESS OUTREACH AND CASE

MANAGEMENT SERVICES
ACTION: A professional consultant services agreement to Mercy House Living Centers was approved in an amount not to exceed $217,779.09, for Homeless Outreach and Case Management Services. The Mayor was authorized to sign, and the City Clerk to attest, the Agreement with Mercy House Living Centers, substantially in the form attached.

10. SENIOR MOBILITY PROGRAM SERVICE PLAN
ACTION: The Senior Mobility Program Agency Service Plan with the Orange County Transportation Authority was approved, and the City Manager was authorized to execute the related Cooperative Agreement with the Orange County Transportation Authority.

DISCUSSION: (Item Nos. 11-12)

11. CONSIDERATION OF A PILOT SUMMER CITY COUNCIL MEETING

SCHEDULE
ACTION: Council Member Moatazedi requested to table this item and return to the City Council for consideration during the discussion of the 2022 City calendar.

Item: 8
81 LAKE FOREST CITY COUNCIL MINUTES
JULY 20, 2021
Page No. 4
5 1
0 7
5 Public comments were received from Andrew O’Connor, Randy Johnson and Rita Bradley.

12. LEAGUE OF CALIFORNIA CITIES VOTING DELEGATE AND ALTERNATE MOTION: Mayor Voigts nominated Mayor Pro Tem Pequeño to serve as the delegate for the annual conference. Mayor Pro Tem Pequeño accepted the nomination. Mayor Pro Tem Pequeño nominated Mayor Voigts to serve as the alternate. Mayor Voigts accepted the nomination. The motion passed unanimously, 5/0.

CITY MANAGERS REPORT: City Manager Rose announced that National Night Out is Tuesday, August 3, 2021, and will be held from 5:00 p.m. – 8:00 p.m. at the Lake Forest Sports Park. It is a family event, and all are welcome. The City Council meeting will be canceled for that evening.

Council Member Cirbo Council Member Cirbo shared that he is participating tonight from his hotel in Seattle. He is currently
traveling for work.

Last Saturday he held a pop-up event in Foothill Ranch
and met with residents on various issues.

There will be several blood drives in the Lake Forest
area in the coming days. For resident that are
interested in registering to become a blood donor
please go to Redcrossblood.org
Council Member Moatazedi Council Member Moatazedi had no further comments.

Council Member Tettemer Council Member Tettemer had no further comments.

Mayor Pro Tem Pequeño: Mayor Pro Tem Pequeño thanked staff for the work and preparation for a successful Council meeting.

He requested that staff inquire about securing the
inflatable mosquito for the National Night Out event.

Lastly, he reminded his colleagues that he supports
them all.

Mayor Voigts: Mayor Voigts requested staff bring back a report on street sweeping services and signs on Osterman Road
and Lake Forest Drive on a future City Council agenda.

ADJOURNMENT: The regular meeting of the City Council was adjourned at 8:20pm.

Item: 8
82 LAKE FOREST CITY COUNCIL MINUTES
JULY 20, 2021
Page No. 5
5 1
0 7
5 Respectfully submitted: APPROVED:
__

LISA BERGLUND, MPA SCOTT VOIGTS

CITY CLERK MAYOR
Item: 8
83 LAKE FOREST CITY COUNCIL MINUTES JUNE 21, 2022
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6 DRAFT 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, June 21, 2022, at the Lake Forest City Council Chamber, 100 Civic Center Drive, Lake Forest, California, was called to order at 6:00 p.m.

ROLL CALL: Councilmembers:

Mayor Pro Tem
Mayor:

City Manager:

City Attorney:

City Clerk:

Mark Tettemer
Scott Voigts
Neeki Moatazedi (teleconference)
Doug Cirbo
Robert Pequeño
Debra Rose
Matthew Richardson
Lisa Berglund
CLOSED SESSION: (Item No: 1)

1. CONFERENCE WITH LEGAL COUNSEL- ANTICIPATED LITIGATION

INITIATION OF LITIGATION PURSUANT TO GOVERNMENT CODE
SECTION 54956.9(D)(4) NUMBER OF POTENTIAL CASES: 1
ACTION: This City Council conducted closed session related to litigation in one case.

RECESS: City Council recessed to Closed Session for the purpose of conducting regular City business.

RECONVENE: City Council reconvened at 6:30 p.m. to continue regular City business.

PUBLIC SESSION:

INVOCATION: The Invocation was provided by Pastor Aaron Hale of Calvary Chapel.

PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Mayor Pequeño.

CLOSED SESSION REPORT: City Attorney Richardson reported that the City Council provided direction to pursue litigation against two businesses that are operating illegally in the city.

PUBLIC COMMENTS:

Public comments were received from Cedric Campbell, Andrew O’Connor and Bob Holtzclaw.

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6 CONSENT CALENDAR: (Item Nos. 2-16)
MOTION:

Council Member Tettemer requested to pull Item No. 14 from the consent calendar.

Public Works Director Wheeler provided a verbal report to the City Council on the city’s decision in selecting Innovative Cleaning Services. Council Member Tettemer made a motion to move the item. Mayor Pequeno seconded the motion. The motion passed unanimously 5/0.

Council Member Voigts requested to pull Item No. 12 from the consent calendar.

Council Member Voigts voiced his appreciation to Mike Linares for his assistance with the city’s CDBG program. Council Member Voigts made a motion to move the item.

Council member Tettemer seconded the motion. The motion passed 4/0 with no audible response from Council Member Moatazedi.

Council Member Voigts made a motion to move approval for the remainder of the consent calendar. The motion was seconded by Council Member Tettemer. The motion passed unanimously 5/0.

2. MOTION TO WAIVE RESOLUTIONS AND ORDINANCES
ACTION: Said Ordinances and Resolutions which appear on the public agenda were determined to have been read by title and further reading waived.

3. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON JUNE 7, 2022
ACTION: The minutes of June 7, 2022, were approved as submitted.

4. MONTHLY TREASURER'S REPORT - MAY 2022
ACTION: The monthly Treasurer’s report was received and filed.

5. AWARD OF CONTRACT FOR STRATEGIC ECONOMIC INVESTMENT

PROJECT CONSULTING SERVICES
ACTION: The Professional Services Agreement with HDL was approved.

6. CONTRACT AWARD FOR SPECIAL EVENT JANITORIAL SERVICES AT THE

COMMUNITY CENTER, PERFORMING ARTS CENTER, AND THE

CLUBHOUSE
ACTION: An Agreement was awarded to Crown Facility Solutions with a compensation amount of $210,000 for special event janitorial maintenance services at the Community Center, Performing Arts Center, and The Item: 9
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6 Clubhouse. The Mayor was authorized to sign, and the City Clerk attest, the Professional Services Agreement with Crown Facility Solutions, substantially in the form attached. Public comment was received by Andrew O’Connor.

7. RECREATION VENDOR CONTRACT INSTRUCTOR PAYMENTS

ACTION: A payment of $16,695.50 to Super Soccer Stars and a $4,873.40 payment to Skyhawks was approved for the remainder of the enrollment revenues owed from community services contract classes taught during the Spring 2022 season.

8. CONTRACT AWARD FOR SENIOR BUS TRANSPORTATION SERVICES ACTION: An agreement was approved for Senior Bus Transportation Services with Age Well Senior Services, Inc. for a total compensation amount of $214,351.50, for Senior Bus Transportation Services. The Mayor was authorized to sign, and the City Clerk to attest, the Agreement with Age Well Senior Services, Inc., substantially in the form attached.

9. CONTRACT AWARD FOR SENIOR TAXI TRANSPORTATION SERVICES ACTION: An agreement was approved with Cabco Yellow Inc., dba California Yellow Cab (CYC), Santa Ana, California, with a total compensation amount of $169,000.00, for Senior Taxi Transportation Services. The Mayor was authorized to sign, and the City Clerk to attest, the Agreement with Cabco Yellow Inc., dba California Yellow Cab (CYC), substantially in the form attached.

10. NOTICE OF COMPLETION FOR STREET RESURFACING PROJECT FOR GLENN RANCH ROAD (PW 2020-05B)
ACTION: It was determined that All American Asphalt had completed construction of Street Resurfacing Project for Glenn Ranch Road (PW 2020- 05B). The Notice of Completion was approved and the Mayor was authorized to execute the document on behalf of the City. The City Clerk was authorized to submit Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code.

Staff was authorized to release any unencumbered retention in accordance with California law.

11. NOTICE OF COMPLETION WITH ROBERTSON RECREATION SURFACES FOR 2021-2022 CITYWIDE PLAYGROUND RESURFACING/REPLACEMENT PROJECT (PW 2021-08) AT BAKER RANCH AND EL TORO COMMUNITY PARKS
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6 ACTION: It was determined that Robertson Recreational Surfaces, Inc., had completed construction of the Citywide Playground Resurfacing/Replacement Project (PW 2021.08). The Notice of Completion was approved and authorize the mayor to execute the document on behalf of the city. The City Clerk was authorized to submit the NOC for recordation to the Office of the County Recorder within 15 days of the City Council approval, as required by Section 9204 of the California Civil Code. Staff was authorized to release any unencumbered retention in accordance with California law.

12. FIRST AMENDMENT TO PROFESSIONAL CONSULTANT SERVICES AGREEMENT WITH MIKE LINARES, INC. FOR COMMUNITY

DEVELOPMENT BLOCK GRANT (CDBG) CONSULTING SERVICES
ACTION: The First Amendment with Mike Linares, Inc. for Community Development Block Grant (CDBG) Consulting Services was approved.

2. The Mayor was authorized to sign and the City Clerk to Attest the First Amendment substantially in the form attached.

13. PROFESSIONAL CONSULTANT AGREEMENT AWARD FOR LOAN

PORTFOLIO MANAGEMENT CONSULTANT SERVICES
ACTION: A Professional Consultant Services Agreement was awarded to AmeriNational Community Services, LLC, dba AmeriNat, to provide Loan Portfolio Management Consultant Services. The Mayor was authorized to sign, and the City Clerk to attest the agreement with AmeriNat, for Loan Portfolio Management Consultant Services, substantially in the form attached.

14. AWARD OF CONTRACT FOR CIVIC CENTER CUSTODIAL AND

JANITORIAL SERVICES
ACTION: An Agreement for Maintenance Services in the amount of $1,170,810.68 to Innovative Cleaning Services for Civic Center Custodial and Janitorial Services was awarded. The Mayor was authorized to sign, and the City Clerk to attest, the award of contract to Innovative Cleaning Services, LLC, substantially in the form attached. Public comment was received by Andrew O’Connor.

15. THIRD AMENDMENT TO THE AGREEMENT WITH KIDDER MATTHEWS, INC., FOR CIVIC CENTER FACILITY MANAGEMENT SERVICES
ACTION: The Third Amendment to the contract for Civic Center Facility Management Services with Kidder Mathews, Inc. was approved. The Mayor was authorized to sign, and the City Clerk to attest, the Third Amendment substantially in the form presented. Public comment was received by Andrew O’Connor.

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6 16. FIRST AMENDMENT TO THE AGREEMENT WITH SHELTERCLEAN

SERVICES FOR BUS SHELTER MAINTENANCE SERVICES
ACTION: The First Amendment to the Agreement for Bus Shelter Maintenance Services with Shelterclean Services, Inc. was approved. The Mayor was authorized to sign, and the City Clerk to attest, the First Amendment substantially in the form attached.

PUBLIC HEARING: (Item No. 17)

17. MASTER FEE SCHEDULE UPDATE
Mayor Pequeno opened the public hearing. City Manager Rose introduced the item and invited Finance Director Kevin Shirah to provide a presentation to the City Council. Mr. Shirah provided the presentation. City Council questions were asked and answered. No public comments were offered.

MOTION: Council Member Tettemer made a motion to adopt a resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

FOREST, CALIFORNIA, ESTABLISHING UPDATED FEES AND CHARGES FOR VARIOUS MUNICIPAL SERVICES”. Mayor Pro Tem Cirbo seconded the motion. The motion passed unanimously 5/0.

DISCUSSION: (Item No. 18-22)

18. FISCAL YEAR 2022-23 BUDGET APPROPRIATION
City Manager Rose introduced this item and invited Finance Director Kevin Shirah to provide a presentation to the City Council. The presentation was received by the Mayor and Council. City Council questions were asked and answered. Council Member Voigts complimented city staff and his colleagues for being a fiscally strong healthy city. No comments were offered by the public.

Council Member Voigts made a motion to approve staff recommendation and adopt the resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF

THE CITY OF LAKE FOREST, CALIFORNIA, APPROPRIATING FUNDS FOR FISCAL YEAR 2022-23 ONLY AND AUTHORIZING CERTAIN ACTIONS WITH APPROPRIATIONS”. The motion was seconded by Mayor Pro Tem Cirbo. The motion passed unanimously 5/0.

19. CALIFORNIA CONSITUTION ARTICLE XIIIB APPROPRIATIONS LIMIT City Manager Rose introduced this item and invited Finance Director Kevin Shirah to provide a presentation to the City Council. The presentation was received by the Mayor and Council. City Council questions were asked and answered. No comments were offered by the public.

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6 Council Member Tettemer made a motion to approve staff recommendation and adopt the resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF

THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING THE
APPROPRIATIONS LIMIT FOR FISCAL YEAR 2022-23 IN THE AMOUNT OF $152,693,097.” The motion was seconded by Mayor Pro Tem Cirbo. The motion passed unanimously 5/0.

20. CLASSIFICATION PLAN AND SALARY SCHEDULE FOR FISCAL YEAR 2022-2023
City Manager Rose introduced this item and invited Human Resources Manager Shelly Cisneros to provide a presentation to the City Council. The presentation was received by the Mayor and Council. The City Council had no questions on this item and no comments were offered by the public.

Council Member Tettemer made a motion to approve staff recommendation adopt the resolution entitled, “A RESOLUTION ENTITLED: A RESOLUTION

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

ADOPTING A REVISED CLASSIFICATION PLAN AND COMPENSATION SCHEDULE.” The motion was seconded by Council Member Voigts. The motion passed unanimously 5/0.

21. ANNUAL RENEWED MEASURE M ("M2") ELIGIBILITY SUBMITTAL TO THE

ORANGE COUNTY TRANSPORTATION AUTHORITY
City Manager Rose introduced this item and invited Director of Public Works Tom Wheeler to provide a presentation to the City Council. The presentation was received by the Mayor and Council. The City Council had no questions on this item and no comments were offered by the public.

Council Member Voigts made a motion to approve the Renewed Measure M Seven-Year Capital Improvement Program for Fiscal Years 2022-23 through 2028-2029, and to authorize the Director of Public Works/City Engineer to forward all eligibility requirements, including the approved Renewed Measure Seven-Year Capital Improvement Program, to the Orange County Transportation Authority. The motion was seconded by Mayor Pro Cirbo and passed unanimously 5/0.

22. ADOPTION OF LIST OF PROJECTS FUNDED BY SENATE BILL 1: THE

ROAD REPAIR AND ACCOUNTABILITY ACT
City Manager Rose introduced this item and invited Director of Public Works Tom Wheeler to provide a presentation to the City Council. The presentation was received by the Mayor and Council. The City Council had no questions on this item and no comments were offered by the public.

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6 Council Member Voigts made a motion to approve Senate Bill 1: The Road Repair and Accountability Act Project List forms for Fiscal Year 2022-23, and to adopt a resolution entitled, “A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA, CONCERNING THE LIST OF PROJECTS FOR FISCAL YEAR 2022/23 FUNDED BY SB1: THE ROAD REPAIR AND ACCOUNTABILITY ACT.” Also authorizing the Director of Public Works to forward the Fiscal Year 2022- 23 project list to the California Transportation Commission, as required under Road Repair and Accountability Act of 2017. The motion was seconded by Council Member Tettemer. The motion passed unanimously 5/0.

CITY MANAGERS REPORT:

City Manager Rose announced that the next City Council meeting will be held on Tuesday, July 5, 2022.

CITY COUNCIL COMMENTS:

Council Member Moatazedi: Council Member Moatazedi reported that the Public Safety meeting held at Baker Ranch was very
successful.

Council Member Tettemer: Council Member Tettemer thanked staff for coordinating the concert in the park this past Saturday.

Council Member Voigts: Council Member Voigts attended the concert in the park this past Saturday.

He attended the Marque Medical Urgent Care ribbon
cutting.

Council Member Voigts requested to speak with the
City Manager offline about doggie bags in the park.

Mayor Pro Tem Cirbo: Mayor Pro Tem Cirbo attended the Marque Medical Urgent Care ribbon cutting.

He attended the concert in the park this past Saturday
and enjoyed dancing. He and is looking forward to
participating in the 4th of July parade
Mayor Pequeño: Mayor Pequeño thanked the City Manager, the City Attorney and staff.

He attended flag presentation at Veterans Park on
June 14.

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6 He announced that Clean Lake Forest this Saturday at
Pittsford Park, and the 4th of July parade is back this year. All are welcome.

ADJOURNMENT: The regular meeting of the City Council was adjourned at 7:35 p.m.

Respectfully submitted: APPROVED:
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LISA BERGLUND, MPA ROBERT PEQUEÑO

CITY CLERK MAYOR
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3 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, July 5, 2022, 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:

Mark Tettemer
Scott Voigts
Neeki Moatazedi (teleconference)
Doug Cirbo
Robert Pequeño
Debra Rose
HongDao Nguyen
Lisa Berglund
PUBLIC SESSION:

INVOCATION: The Invocation was provided by Sheikh Tarik Ata, Orange County Islamic Foundation.

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

1. RECOGNITION OF THE 2021-2022 VOLUNTEERS IN PARKS PROGRAM

PARTICIPANTS
MOTION: Council Member Voigts made a motion to approve the presentation.

The motion was seconded by Council Member Tettemer. The motion passed unanimously, 5/0.

ACTION: The City Council presented recognitions to the individuals that volunteer as part of the Volunteers in Parks program.

PUBLIC COMMENTS:

Public comments were received from Nikita Ganatra, Jie Zhao Zhoo, Bob Holtzclaw, Colton Wood, Margie Matsil and Heiko Peschel.

CONSENT CALENDAR: (Item Nos. 2-5)
STATEMENTS READ INTO THE RECORD:

Council Member Voigts: “There are warrants on the register to the County of Orange. I am an employee of the County of Orange, but I do not work for the department that generated the warrants. Because the County of Orange is a public agency and Item: 10
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3 because I do not work for the department in question, I have determined that I have a non-interest in these warrants and will vote on this item.” Council Member Moatazedi: “There is a warrant on the register to The Gas Company. I am an employee of the Gas Company and have determined that I have a remote interest in this warrant and will abstain from voting on that warrant.” Mayor Pro Tem Cirbo: “There are warrants on the register to All City Management Services. My wife is an employee of the ACMS and I have determined that I have a remote interest in these warrants and will abstain from voting on the warrants.” Council Member Tettemer: There is a warrant on the register to the Irvine Ranch Water District. I am an employee of the Irvine Ranch Water District, but I do not work for the department that generated this warrant. Because the Irvine Ranch Water District is a public agency and because I do not work for the department in question, I have determined that I have a non-interest in this warrant and will vote on this warrant.

MOTION:

Council Member Tettemer made a motion to approve the consent calendar as presented. The motion was seconded by Council Member Voigts. The motion passed unanimously, 5/0 with Council Member Moatazedi abstaining from The Gas Company warrant, Mayor Pro Tem Cirbo abstaining from the ACMS warrant and Council Member Tettemer opposing Item No. 3.

2. MOTION TO WAIVE RESOLUTIONS AND ORDINANCES
ACTION: Said Ordinances and Resolutions which appear on the public agenda were determined to have been read by title and further reading waived.

3. CONTINUING TO HOLD VIRTUAL MEETINGS PURSUANT TO AB 361 ACTION: Renewed findings were made that a state of emergency remains in effect and that state and local officials continue to recommend measures that promote social distancing.

Council Member Tettemer stated his opposition to this item.

4. CERTIFICATION OF WARRANT REGISTER
ACTION: The warrant register was approved in the amount of $2,322,647.26.

5. CONSIDERATION OF RESOLUTIONS PERTAINING TO THE GENERAL MUNICIPAL ELECTION TO BE HELD NOVEMBER 8, 2022
ACTION: The following resolutions were adopted.

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3 1. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

FOREST, CALIFORNIA, CALLING FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 8, 2022,

FOR THE ELECTION OF CERTAIN OFFICERS AS REQUIRED BY THE

PROVISIONS OF THE LAWS OF THE STATE OF CALIFORNIA RELATING

TO GENERAL LAW CITIES

2. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

FOREST, CALIFORNIA, REQUESTING THE BOARD OF SUPERVISORS OF

THE COUNTY OF ORANGE TO CONSOLIDATE A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 8, 2022, WITH THE

STATEWIDE GENERAL ELECTION TO BE HELD ON THE DATE PURSUANT TO § 10403 OF THE CALIFORNIA ELECTIONS CODE

3. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

FOREST, CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR

ELECTIVE OFFICE PERTAINING TO CANDIDATE STATEMENTS

SUBMITTED TO THE VOTERS AT AN ELECTION TO BE HELD ON
TUESDAY, NOVEMBER 8, 2022
DISCUSSION: (Item No. 6-7)

6. CONSIDERATION OF A CONTRACTUAL SERVICES AGREEMENT WITH

THE LAKE FOREST CHAMBER OF COMMERCE
City Manager Rose introduced this item and invited Senior Management Analyst Adrian Grijalva to give a presentation to the City Council. The presentation was received by the Mayor and Council. No questions were received and there were no public comments on this item.

MOTION: Council Member Tettemer made a motion to approve the contract with the Lake Forest Chamber of Commerce for Business Development and Attraction services in the amount of $20,000 for Fiscal Year 2022-23. The Mayor was authorized to sign, and the City Clerk to attest, the contractual services agreement between the City and the Lake Forest Chamber of Commerce. The motion was seconded by Mayor Pequeño. The motion passed unanimously, 5/0.

7. CONSIDERATION OF AN AGREEMENT FOR PROFESSIONAL SERVICES

WITH THE PET ADOPTION CENTER OF ORANGE COUNTY
City Manager Rose introduced this item and provided a presentation to the City Council. The presentation was received by the Mayor and Council. Questions were asked and answered. Public comment was received from Fran Tardiff and April Josephson.

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3 MOTION: Mayor Pro Tem Cirbo made a motion to approve the contract with the Agreement with the Pet Adoption Center of Orange County for Animal Adoption Center Services. The motion was seconded by Council Member Voigts. The motion passed unanimously, 5/0.

CITY MANAGERS REPORT:

City Manager Rose thanked volunteers and staff that assisted with this year’s 4th of July parade. The parade was a great event. The City Manager reported that the City had more spectators than previous years.

CITY COUNCIL COMMENTS:

Council Member Moatazedi: Council Member Moatazedi thanked the volunteers for coordinating the 4th of July parade.

Council Member Tettemer: Council Member Tettemer enjoyed the 4th of July 5K and thanked staff for coordinating an exceptional
parade.

Council Member Voigts: Council Member Voigts participated in the 4th of July parade. He thanked the volunteers and OCSD for
keeping everyone safe.

Council Member Voigts attended a ribbon cutting for
Seven Falls Spa. He encouraged residents to visit this
new business.

Mayor Pro Tem Cirbo: Mayor Pro Tem Cirbo participated in the 4th of July parade. He recognized the hard work and coordination
that it takes to be a successful event.

Mayor Pequeño: Mayor Pequeño toured Helena Majeska house in Santiago Canyon. Community Services Commission
Victor Scherr was the tour guide. Clean Lake Forest
was held on June 25, 2022. It was successful event.

Mayor Pequeño encouraged all to attend or donate to
the Uvalde, Texas fundraiser aiding those survivors of
the mass shooting that occurred at Robb Elementary
School on May 24, 2022.

Mayor Pequeño participated in the 4th of July parade.

The parade was great. Staff and volunteers did a
phenomenal job.

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3 ADJOURNMENT: The regular meeting of the City Council was adjourned at 7:38 p.m.

Respectfully submitted: APPROVED:
__
LISA BERGLUND, MPA ROBERT PEQUEÑO

CITY CLERK MAYOR
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4 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, July 19, 2022, at the Lake Forest City Council Chamber, 100 Civic Center Drive, Lake Forest, California, was called to order at 5:30 p.m.

ROLL CALL: Councilmembers:

Mayor Pro Tem
Mayor:

City Manager:

City Attorney:

City Clerk:

Mark Tettemer
Scott Voigts
Neeki Moatazedi (teleconference)
Doug Cirbo
Robert Pequeño
Debra Rose
Matthew Richardson
Lisa Berglund
CLOSED SESSION: (Item Nos: 1 - 2)

1. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PURSUANT TO GOVERNMENT CODE SECTION 54956.8
PROPERTY: APN # 614-021-31 (Mamie Thomas Parcel)
AGENCY NEGOTIATORS: Mayor and City Manager
NEGOTIATING PARTIES: City of Lake Forest
UNDER NEGOTIATION: Price and terms of payment.

PROPERTY: Passive Park site in Serrano Summit; Approximately 82-acre Master planned community located at the terminus of Biscayne Bay Drive, East of Bake Parkway, and West of Serrano Creek
AGENCY NEGOTIATORS: City Manager and City Attorney
NEGOTIATING PARTIES: City of Lake Forest and Irvine Ranch Water District UNDER NEGOTIATION: Price and terms of payment.

ACTION: Closed session was conducted.

2. CONFERENCE WITH LABOR NEGOTIATORS PURSUANT TO
GOVERNMENT CODE SECTION 54957.6 AGENCY DESIGNATED
REPRESENTATIVE: CITY MANAGER UNREPRESENTED EMPLOYEE: ALL

EMPLOYEES
ACTION: Closed session was conducted.

RECESS: The City Council recessed to Closed Session for the purpose of conducting regular City business.

RECONVENE: The City Council reconvened at 6:30 p.m. to continue regular City business.

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4 PUBLIC SESSION:

INVOCATION: The Invocation was provided by Council Member Scott Voigts.

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

CLOSED SESSION REPORT: City Attorney Richardson had no action to report on any of the Closed Session matters listed on the agenda.

PRESENTATIONS: (Item No. 3 - 4)

3. RECOGNITION OF EL TORO HIGH SCHOOL LIAISON, NATASHA QUINN ACTION: A certificate of recognition was presented.

4. 2021 OUTSTANDING COMMISSIONER AWARD RECOGNIZING JIM

ROSENBERG, POSTHUMOUSLY, BY THE CALIFORNIA ASSOCIATION OF

PARK RECREATION COMMISSIONERS & BOARD MEMBERS
ACTION: A plaque from the California Association of Park Recreation Commissioners & Board Members was presented to Diane Rosenberg, posthumously recognizing former Community Services Commissioner, Jim Rosenberg, as a recipient of the 2021 Outstanding Commissioner Award.

Public comment was received from Victor Scherr and Margie Matsil.

PUBLIC COMMENTS:

Public comment was received from Nakita Ganatra, Bob Holtzclaw CONSENT CALENDAR: (Item Nos. 5 - 14)
MOTION: It was moved by Council Member Voigts and seconded by Council Member Moatazedi to approve Consent Calendar Item Nos. 5 - 14. The motion was carried unanimously by a vote of 5/0.

5. MOTION TO WAIVE RESOLUTIONS AND ORDINANCES
ACTION: Ordinances and Resolutions which appear on the public agenda were determined to have been read by title and further reading waived.

6. MONTHLY TREASURER'S REPORT - JUNE 2022
ACTION: The Treasurer’s Report was received and filed.

7. PROCLAMATION DECLARING JULY 2022 AS PARKS AND RECREATION MONTH
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4 ACTION: The City Council proclaimed July as "Parks and Recreation Month."

8. GRANT OF EASEMENT TO IRVINE RANCH WATER DISTRICT TO
MAINTAIN SEWER LINE AT PORTOLA PARK, TRACT 17821
ACTION: 1. The Grant of Easement to Irvine Ranch Water District to maintain a sewer line in Portola Park, Tract 17821 was approved. The Mayor was authorized to sign, and the City Clerk to attest, the Grant of Easement.

9. AWARD CONSTRUCTION CONTRACT FOR NEIGHBORHOOD PARK
RENOVATIONS: BORREGO OVERLOOK PARK, REGENCY PARK, AND
RANCHO SERRANO PARK (PW2017-17E)
ACTION: Contract documents were approved for construction of Neighborhood Park Renovations: Borrego Overlook, Regency, and Rancho Serrano Parks.

A contract in the amount of $936,893.50 was awarded to Elegant Construction, Inc. All other bids that were received were rejected and the City Council authorized the return of the bid bonds upon receipt of the executed contract documents from Elegant Construction, Inc. The Mayor was authorized to sign, and the City Clerk to attest the contract with Elegant Construction, Inc.

10. PROCUREMENT OF OFFICE PRODUCTIVITY SOFTWARE.

ACTION: An agreement was authorized with Softchoice, Inc., which incorporates a Piggyback Contract with the County of Riverside, for Microsoft Office software licenses, in the amount of $117,851.40. The Mayor was authorized to sign, and the City Clerk to attest, the Agreement with Softchoice, Inc., substantially in the form attached. The City Manager was authorized to complete City enrollment in Microsoft Volume Licensing Agreement #8084445 and to complete approval of quote #Q-1020748 with Softchoice, Inc.

11. CONTRACT AWARD FOR PRINTING AND MAILING SERVICES
ACTION: An agreement was awarded to Advantage Mailing, LLC for a total compensation amount of $466,811 for printing and mail preparation of City newsletters and materials. The Mayor was authorized to sign, and the City Clerk to attest, the Agreement with Advantage Mailing LLC, substantially in the form attached.

12. AWARD SPORTS PROGRAM SERVICES AGREEMENT FOR YOUTH FLAG

FOOTBALL TO SOUTH COUNTY FRIDAY NIGHT LIGHTS
ACTION: A sports program services agreement was approved with South Orange County Friday Night Lights to provide Youth Flag Football programming at the Lake Forest Sports Park. The Mayor was authorized to sign, and the City Clerk to attest the agreement with South County Friday Night Lights, for Youth Item: 11
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4 Flag Football programming, substantially in the form attached.

13. AWARD SPORTS PROGRAM SERVICES AGREEMENT FOR YOUTH

SOCCER TO SUPER SOCCER STARS
ACTION: A sports program services agreement was approved with Super Soccer Stars to provide Youth Soccer programming at the Lake Forest Sports Park and/or Baker Ranch Community Park. The Mayor was authorized to sign, and the City Clerk to attest the agreement with Super Soccer Stars, for Youth Soccer programming, substantially in the form attached.

14. AWARD SPORTS PROGRAM SERVICES AGREEMENT FOR YOUTH MULTI-

SPORT PROGRAMMING TO SKYHAWKS SPORTS ACADEMY
ACTION: A sports program services agreement was approved with Skyhawks Sports Academy to provide Youth Multi-Sport programming at the Lake Forest Sports Park. The Mayor was authorized to sign, and the City Clerk to attest the agreement with Skyhawks Sports Academy, for Youth Multi-Sport programming, substantially in the form attached.

PUBLIC HEARING: (No. 15)

15. AN ORDINANCE AMENDING LAKE FOREST MUNICIPAL CODE (LFMC) SECTION 9.04.030, CHAPTER 9.162, SECTION 9.184.020, AND SECTION

9.184.040 TO REQUIRE A WIRELESS COMMUNICATION FACILITY (WCF) PERMIT FOR CLASS 4, CLASS 7, AND CLASS 8 WCFS, IN LIEU OF A

CHANGED PLAN AND SITE DEVELOPMENT PERMIT RESPECTIVELY, AND

PROCESSING PROCEDURES FOR CONSISTENCY WITH STATE AND
FEDERAL LAW.

Mayor Pequeno opened the public hearing. City Manager Rose introduced this item and invited Senior Planner Ron Santos to give a presentation on the amendment. Senior Planner Santos provided a summary of the ordinance and its purpose. No questions were asked. No public comments were offered.

Mayor Pequeno closed the public hearing.

MOTION: It was moved by Council Member Voigts and seconded by Council Member Moatazedi to introduce for first reading of an ORDINANCE OF THE

CITY COUNCIL OF LAKE FOREST, CALIFORNIA, AMENDING SECTION

9.04.030, CHAPTER 9.162, SECTION 9.184.020, AND SECTION 9.184.040

OF THE LAKE FOREST MUNICIPAL CODE REGARDING WIRELESS

COMMUNICATION FACILITIES AND FINDING THE ACTION EXEMPT FROM CEQA. The motion passed unanimously, 5/0.

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LAKE FOREST CITY COUNCIL MINUTES JULY 19, 2022
Page No. 5
5 1
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4 DISCUSSION: (Item No. 16)

16. STRATEGIC PLAN QUARTERLY UPDATE
City Manager Rose introduced this item and invited Assistant to the City Manager Sean McGovern to give a presentation on the city’s strategic plan. The presentation was received by the Mayor and Council. No questions were received and there were no public comments on this item.

ACTION: The presentation on the City’s strategic plan was received and filed.

CITY MANAGERS REPORT:

City Manager Rose announced that National Night Out is Tuesday, August 2, 2022, and will be held from 5:00 p.m. – 8:00 p.m. at the Lake Forest Sports Park. It is a family event, and all are welcome. The City Council meeting will be canceled for that evening.

CITY COUNCIL COMMENTS:

Council Member Moatazedi: Council Member Moatazedi attended the Legislative Lunch that was held on July 8, 2022. She also
attended a ribbon cutting for Villas by Roya, a facility care center. Council Member Moatazedi requested an
update on the city’s American Rescue Plan (ARPA).

Council Member Tettemer: Council Member Tettemer had no further comments.

Council Member Voigts: Council Member Voigts had no further comments.

Mayor Pro Tem Cirbo: Mayor Pro Tem Cirbo had no further comments.

Mayor Pequeño: Mayor Pequeño thanked staff for all for their hard work. He attended the fundraiser this past weekend for
the survivors of the Uvalde, Texas shooting that
occurred on May 24, 2022, at Robb Elementary
School. He also added the Commissioner Jim
Rosenberg was the hardest working commissioner.

The City was fortunate to have an individual of his
caliber serve our City over the years.

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LAKE FOREST CITY COUNCIL MINUTES JULY 19, 2022
Page No. 6
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4 ADJOURNMENT: The regular meeting of the City Council was adjourned at 7:10 p.m.

Respectfully submitted: APPROVED:
__
LISA BERGLUND, MPA ROBERT PEQUEÑO

CITY CLERK MAYOR
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 8/16/2022
DEPARTMENT: City Manager
SUBJECT:

LEGISLATIVE MATTERS
RECOMMENDED ACTION(S):

1. Receive and file a legislative update from staff.

2. Approve staff’s recommendation to oppose Senate Bill 1127.

EXECUTIVE SUMMARY:

As part of its Legislative Program, the City Council adopts a Legislative Platform prior to the start of the State’s Legislative Session. This platform contains policy guidelines rooted in the preservation of local control and municipal financial independence. The City Council adopted the 2022 Legislative Platform (Attachment 1) on January 18, 2022.

This report summarizes the current status of specific bills the City Council has taken a position on for this legislative year. This report also describes new bills that staff believe are of interest to the City Council. The 2022 legislative session is almost complete (Attachment 2). The last step remaining is for the Governor to authorize bills that have passed both houses of the legislature.

BACKGROUND:

On May 17, 2022, the City Council took formal “support” or “oppose” positions on a variety of bills that were proposed for the 2022 legislative calendar year. Those bills and their current status are summarized in Table 1 below.

Table 1: Specific Bill Positions 2022
Bill Summary City
Council
Position
Current Status
AB 1944 Extension of ability for elected
officials to attend public meetings
Do Not
Support
Dead
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Bill Summary City
Council
Position
Current Status
remotely, irrespective of the State
declaring a statewide emergency.

AB 1953 Mandates the provision and ongoing
maintenance of publicly accessible
water refill stations
Oppose Dead
AB 1985 Phases in the organics procurement
target for municipalities until 2025.

Support Passed, under
review by
Governor
SB 897 Enables the construction of two-story
ADU’s and restricts the ability of
municipalities to implement certain
standards regulating ADU’s
Oppose Passed, under
review by
Governor
SB 932 Original bill would have mandated
municipal general plan requirements
to include protected bike lane
planning and enable civil litigation
related to collisions involving bicycles
and vehicles under certain
circumstances.

Final version of the bill softens the
original mandates and requires
municipalities to broadly incorporate
multimodal transportation options,
mitigate pedestrian and multimodal
transportation hazards, and set goals
to achieve the multimodal
transportation goals and safety
enhancements within 25 years.

Oppose Passed, under
review by
Governor,
significantly
amended.

Staff will prepare letters in support or opposition for the bills in Table 1 that await the Governor’s action. The Governor has until September 30, 2022 to take action on bills that have passed both houses of the legislature. Letters will be submitted to the Governor’s Office before that deadline.

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DISCUSSION:

The bills listed below are bills that the City Council has not taken a specific position on. As described in the City’s 2022 Legislative Platform, the City opposes legislation that interferes with local discretion over land use. Since the first two bills summarized below (Assembly Bill 2011 and Senate Bill 6) reduce municipal discretion in land use planning, staff have already prepared letters of opposition to be delivered to the Governor’s Office. The third bill, Senate Bill 1127, requires the City Council to consider staff’s recommendation of opposition.

If the City Council accepts staff’s recommendation, staff will generate a letter of opposition to Senate Bill 1127 and submit it to the Governor’s Office.

Assembly Bill 2011:

City Position: Oppose
CalCities Position: Oppose
Assembly Bill 2011 (“AB 2011”) would provide a ministerial approval process for affordable housing projects proposed in areas currently zoned for retail, office, and parking uses. Proposed projects would need to comply with stringent labor standards, which would be monitored via monthly reporting coordinated with the city for which the project is located in. AB 2011 would essentially provide “by right” development for affordable housing projects proposed on land currently zoned for retail, office, and parking uses. This bill significantly reduces the ability of the City to utilize discretion, community input, and other factors in establishing zoning requirements.

Senate Bill 6:

City Position: Oppose
Cal Cities Position: Oppose
Senate Bill 6 (“SB 6”) is nearly identical to AB 2011 and applies to the same zoned sites. However, SB 6 contains more strict labor requirements in place of more lax affordability requirements. If both AB 2011 and SB 6 are authorized by the Governor, affordable housing developers will be able to either (a) propose by- right projects that have high affordability standards or (b) propose by-right projects that have higher construction labor standards in place of the high affordability standards required by AB 2011. Both bills interfere with the City’s autonomy over planning and zoning decisions.

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Senate Bill 1127:

Staff Recommended Position: Oppose
Cal Cities Position: Oppose
Senate Bill 1127 (“SB 1127”) would make it more difficult for public sector employers to investigate and deny claims related to workers’ compensation liability for firefighters and public safety personnel. Originally, SB 1127 significantly reduced the current investigatory period from 90 days to 30 days and included a variety of potential financial penalties for employers throughout the claim process. Under the amended version of SB 1127 that passed both houses in the legislature, the investigatory period is reduced from 90 days to 75 days.

While the changes SB 1127 would make to the workers’ compensation determination process would not impact Lake Forest directly (public safety personnel are not directly employed by the City), the bill could have the effect of raising the administrative costs of providing public safety services, which would ultimately be passed on to cities that contract for those services.

FISCAL IMPACT:

There is no financial impact associated with the recommended action.

ATTACHMENTS:

1. Lake Forest 2022 Legislative Platform

2. 2022 California Legislative Calendar
Initiated By: Sean McGovern, Assistant to the City Manager Submitted By: Debra Rose, City Manager
Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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CITY OF LAKE FOREST
2022 LEGISLATIVE PLATFORM

The Legislative Platform (“Platform”) defines the City’s Policy guidelines and provides the foundation for advocacy efforts at the federal, state, and local levels.

Staff uses this Platform to identify relevant topic areas and subject matter, and makes recommendations to the City Council on specific legislation consistent with the policy guidelines. Additionally, in the event it is necessary for the City to respond to a legislative proposal in a timeframe that does not allow the City Council to take formal action, staff would express positions on bills in accordance with these guidelines, and then seek City Council direction at the appropriate time.

Policy Guidelines:

1. The City supports legislation that leads to greater financial independence from federal, state and/or county government, and protects local resources from seizure by federal, state and/or county agencies.

2. The City supports legislation maintaining maximum local flexibility in all areas of its responsibility and operations and opposes legislation that imposes intrusive, unnecessary or unfunded state-imposed mandates or preempts local authority.

3. The City supports legislation that advocates fair and proportionate representation on countywide and regional boards.

4. The City supports modification to the California Environmental Quality Act (“CEQA”) to eliminate duplicative and unnecessary provisions of the existing law.

5. The City supports efforts to reestablish the authority and financing capability previously afforded to local governments by redevelopment through legislation designed to support businesses through economic development and the City supports efforts to facilitate economic development efforts that enhance opportunities for local businesses.

6. The City supports legislative efforts that would amend existing law to ensure that prevailing wage rates do not impede its ability to pursue small-dollar projects and lower operating costs.

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7. The City supports efforts to amend the current occupancy calculation in the Uniform Housing Code (“UHC”) to achieve a more reasonable standard, thereby, improving the health, safety, and residential character of our community.

8. The City supports efforts, at both the federal and state level, to provide local agencies with regulatory tools related to short-term rentals and other uses in residential areas that have the ability to affect the quality of life.

9. The City supports bills that would lower taxation rates for businesses and residents.

10. The City supports religious freedom and legislation protecting religious freedom at both the state and federal level.

11. The City opposes legislation or policies that limit the type and or number of clean, renewable, sustainable energy sources available to consumers.

12. The City opposes legislation that makes the City more dependent on federal, state, and/or county government or agencies for policy direction.

13. The City opposes any legislation that is inconsistent with the doctrine of home rule, interferes with local exercise of police powers over local land use, or requires a federal, state, and/or county entity to develop model planning practices and policies.

14. The City opposes legislation or ballot initiatives that would alter the legislative intent of Proposition 13, including a split real-property tax roll that would affect commercial property and any amendment that would affect residential property.

15. The City opposes legislation to create new financial burdens or erode public safety through realignment implementation.

16. The City opposes legislation to limit the City’s ability to contract for municipal services.

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17. The City opposes legislation that seeks to impede the construction Portola Parkway and the construction of Foothill-South, the proposed extension of the 241 Toll Road south to the 1-5 near San Clemente.

18. The City Council opposes efforts by the State Legislature to assess taxes on public goods and services such as water and electricity.

19. The City opposes legislation that would lower the vote threshold as a method to impose new taxes or create new financing opportunities.

20. The City supports legislative efforts that reduce or delay the financial and compliance impacts of State-mandated organics recycling.

21. The City supports maximum flexibility with regard to expending grant funds that address economic recovery associated with COVID-19

22. The City will take into consideration the strategic goals adopted by the League of California Cities.

23. Staff is authorized to continue to advocate a position for a bill which has been amended into a new bill number as long as the language and intent remain substantially unchanged.

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ATTACHMENT 2
Item: 12
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Monthly Overview
2022 State Legislative Calendar

Below is an overview that summarizes major legislative events and key dates that occur month to month.

Date Deadline
January 1, 2022 Statutes from previous session take effect

January 3, 2022 Legislature reconvenes

January 10, 2022 Budget must be submitted by Governor

January 21, 2022 Last day to submit bill requests to the Office of the Legislative Counsel

February 18, 2022 Last day for bills to be introduced

April 7, 2022 Spring Recess begins upon adjournment of this day’s session

April 18, 2022 Legislature reconvenes from Spring Recess

April 29, 2022 Last day for policy committees to hear and report fiscal bills for referral to fiscal committees

May 6, 2022 Last day for policy committees to hear and report non- fiscal bills introduced in their house

May 13, 2022 Last day for policy committees to meet prior to May 31, 2022

May 20, 2022 Last day for fiscal committees to hear and report to the Floor bills introduced in their house. Last day for fiscal committees to meet prior to May 31, 2022

May 23-27, 2022 Floor session only; no committees, other than Conference or rules, may meet for any purpose

May 21, 2022 Last day for bills to be passed out of each house of origin

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May 31, 2022 Committee meetings may resume

June 15, 2022 Budget must be passed by midnight

June 30, 2022 Last day for a legislative measure to qualify for the November 8, 2022 General Election ballot

July 1, 2022 Summer Recess begins upon adjournment of this day’s session, provided Budget Bill has been passed.

August 1, 2022 Legislature reconvenes from Summer Recess

August 12, 2022 Last day for fiscal committees to meet and report bills to the Floor

August 15-31, 2022 Floor session only; no committees other than Conference or Rules, may meet for any purpose

August 25, 2022 Last day to amend bills on the Floor

August 31, 2022 Last day for each house to pass bills. Final Recess begins upon adjournment.

September 30, 2022 Last day for Governor to sign or veto bills passed by the Legislature before September 1, 2022.

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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: City Clerk
SUBJECT:

SECOND READING AND ADOPTION OF ORDINANCE NO. 355 AN

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING SECTION 9.146.050 OF THE LAKE FOREST

MUNICIPAL CODE GOVERNING ACCESSORY DWELLING UNITS AND

JUNIOR ACCESSORY DWELLING UNITS AND FINDING THE ACTION TO BE

EXEMPT FROM CEQA
RECOMMENDED ACTION(S):

1. Conduct Second Reading of Ordinance No. 355 AN ORDINANCE OF THE

CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA,
AMENDING SECTION 9.146.050 OF THE LAKE FOREST MUNICIPAL

CODE GOVERNING ACCESSORY DWELLING UNITS AND JUNIOR

ACCESSORY DWELLING UNITS AND FINDING THE ACTION TO BE
EXEMPT FROM CEQA.

2. Adopt Ordinance No. 355.

EXECUTIVE SUMMARY:

During its regular meeting of August 16, 2022, the City Council considered and conducted the first reading of Ordinance No. 355. This ordinance updates the City’s accessory dwelling unit and junior accessory dwelling unit regulations to comply with AB 345, align with Housing and Community Development’s guidance, and increase clarity of the law.

FISCAL IMPACT:

There is minimal fiscal impact associated with the recommended action.

ATTACHMENTS:

Ordinance No. 355
Item: 13
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2 1
8 1
Initiated By: Vanessa Hall, Acting Assistant City Clerk Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 13
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Attachment

Item: 13
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ORDINANCE NO. 355

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, CALIFORNIA AMENDING SECTION 9.146.050 OF THE LAKE

FOREST MUNICIPAL CODE GOVERNING ACCESSORY DWELLING

UNITS AND JUNIOR ACCESSORY DWELLING UNITS AND FINDING

THE ACTION TO BE EXEMPT FROM CEQA

WHEREAS, the City of Lake Forest, California (“City”) is a municipal corporation, duly organized under the California Constitution and laws of the State of California; and

WHEREAS, the Planning and Zoning Law authorizes local agencies to act by ordinance to provide for the creation and regulation of accessory dwelling units (“ADUs”) and junior accessory dwelling units (“JADUs”); and

WHEREAS, in 2019, the California Legislature approved, and the Governor signed into law a number of bills (“2019 ADU Laws”) that, among other things, amended Government Code sections 65852.2 and 65852.22 to impose new limits on local authority to regulate ADUs and JADUs; and

WHEREAS, on July 21, 2020, the City Council adopted Ordinance No. 336, which updated the City’s ADU and JADU regulations (contained in Lake Forest Municipal Code section 9.146.050) to comply with the 2019 ADU Laws; and

WHEREAS, in September 2020, the California Legislature approved, and the Governor signed into law, Assembly Bill 3182 (“AB 3182”); and

WHEREAS, AB 3182, among other things, amended Government Code section 65852.2 to expand the scenarios under which the City must allow certain ADUs and JADUs with only a building permit; and

WHEREAS, on January 19, 2021, the City Council adopted Ordinance No. 343, which updated the City’s ADU and JADU regulations to comply with AB 3182; and

WHEREAS, in September 2021, the California Legislature approved, and the Governor signed into law, Assembly Bill 345 (“AB 345”); and

WHEREAS, AB 345 requires cities to allow the separate sale or conveyance of certain ADUs that satisfy the conditions set forth in Government Code section 65852.26.

Such conditions include, among other things, that the ADU or the primary dwelling was constructed by a qualified nonprofit and the ADU is sold to a qualified low-income buyer; and
WHEREAS, the California Department of Housing and Community Development (“HCD”) recently issued guidance with respect to local implementation of the 2019 ADU Laws, AB 3182, and AB 345; and

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WHEREAS, this Ordinance updates the City’s ADU and JADU regulations to comply AB 345, align with HCD’s guidance, and further increase clarity for the benefit of staff and the general public; and

WHEREAS, on May 26, 2022, the City gave public notice of a Pl anning Commission public hearing to be held to consider this Ordinance by advertisement in a newspaper of general circulation; and

WHEREAS, on June 9, 2022, the Planning Commission held a duly-noticed public hearing to consider the staff report, recommen dations by staff, and public testimony concerning this Ordinance. Following the public hearing, the Planning Commission voted to forward the Ordinance to the City Council with a recommendation in favor of its adoption; and

WHEREAS, on August 4, 2022 the City gave public notice of a City Council public hearing to be held to consider this Ordinance by advertisement in a newspaper of general circulation; and

WHEREAS, on August 16 , 2022, the City Council held a duly -noticed public hearing to consider the Ordinance, including: (1) the public testimony and agenda reports prepared in connection with the Ordinance, (2) the policy considerations discussed therein, and (3) the consideration and recommendation by the City’s Planning Commission; and

WHEREAS, all legal prerequisites to the adoption of the Ordinance have occurred.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE FOREST DOES HEREBY ORDAIN AS FOLLOWS:

The foregoing Recitals are true and correct and are incorporated herein by this reference.

CEQA. Under California Public Resources Code section 21080.17, the California Environmental Quality Act (“CEQA”) does not apply to the adoption of an ordinance by a city or county implementing the provisions of section 65852.2 of the Government Code, which is California’s ADU law and which also regulates JADUs, as defined by section 65852.22. Therefore, the proposed ordinance is statutorily exempt from CEQA in that the proposed ordinance implements the State’s ADU law.

General Plan. This Ordinance is, as a matter of law, consistent with the City’s General Plan pursuant to Government Code Section 65852.2(a)(1)(C).

Code Amendments . Section 9.146.050 of the Lake Forest Municipal Code is hereby amended to read as set forth in Exhibit “A,” attached hereto and i ncorporated herein.

Effective Date. This Ordinance takes effect 30 days following its adoption.

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Submittal to HCD . The City Clerk shall submit a copy of this Ordinance to the Department of Housing and Community Development within 60 days after adoption.

Custodian of Records. The documents and materials that constitute the record of proceedings on which this Ordinance is based are located at the City Clerk’s office located at 100 Civic Center Drive, Lake Forest, CA 92630. The custodian of these records is the City Clerk.

Severability. If any section, sentence, clause or phrase of this Ordinance or the application thereof to any entity, person or circumstance is held for any reason to be invalid or unconstitutional, such invalidity or unconstitutionality shall not affect other provisions or applications of this Ordinance which can be given effect without the invalid provision or application, and to this end the provisions of this Ordinance are severable. The City Council hereby declares that they would have adopted this Ordinance and each section, sentence, clause or phrase thereof, irrespective of the fact that any one or more section, subsections, sentences, clauses or phrases be declared invalid or unconstitutional.

Certification. The City Clerk shall certify to the adoption of this Ordinance and cause it, or a summary of it, to be published once within 15 days of adoption in a newspaper of general circulation printed and published within the City of Lake Forest, and shall post a certified copy of this Ordinance, including the vote for and against the same, in the Office of the City Clerk in accordance with California Government Code section 36933.

[SIGNATURES ON FOLLOWING PAGE]

Item: 13
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INTRODUCED by the City Council of the City of Lake Forest at a regular meeting held on the 16th day of August 2022, and PASSED, APPROVED, AND ADOPTED by the City Council of the City of Lake Forest at a regular meeting held on the 6th day of September 2022.

________________________
ROBERT PEQUEÑO
MAYOR

ATTEST:

________________________

LISA BERGLUND, MPA

CITY CLERK

APPROVED AS TO FORM:

________________________
MATTHEW E. RICHARDSON

CITY ATTORNEY

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STATE OF CALIFORNIA )

COUNTY OF ORANGE ) SS

CITY OF LAKE FOREST )

I, Lisa Berglund, City Clerk of the City of Lake Forest, do hereby certify that the foregoing Ordinance No. 355 was duly introduced and placed upon its first reading at a regular meeting of the City Council on the 16th day of August 2022, and thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council on the 6th day of September 2022, by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

_____

LISA BERGLUND, MPA

CITY CLERK

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EXHIBIT “A” TO ORDINANCE NO. 355

Amended Lake Forest Municipal Code Section 9.146.050

A. Purpose. The purpose of this section is to allow and regulate accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) in compliance with California Government Code Sections 65852.2 and 65852.22.

B. Effect of Conforming. An ADU or JADU that conforms to the standards in this section will not be:

1. Deemed to be inconsistent with the City’s general plan and zoning designation for the lot on which the ADU or JADU is located.

2. Deemed to exceed the allowable density for the lot on which the ADU or JADU is located.

3. Considered in the application of any local ordinance, policy, or program to limit residential growth.

4. Required to correct a nonconforming zoning condition, as defined in subsection (C)(9) below. This does not prevent the City from enforcing compliance with applicable building standards in accordance with Health and Safety Code Section 17980.12.

C. Definitions. As used in this section, terms are defined as follows:

1. “Accessory dwelling unit” or “ADU” means an attached or a detached residential dwelling unit that provides complete independent living facilities for one or more persons and is located on a lot with a proposed or existing primary residence. An accessory dwelling unit also includes the following:
a. An efficiency unit, as defined by Section 17958.1 of the California Health and Safety Code; and
b. A manufactured home, as defined by Section 18007 of the California Health and Safety Code.

2. “Accessory structure” means a structure that is accessory and incidental to a dwelling located on the same lot.

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3. “Complete independent living facilities” means permanent provisions for living, sleeping, eating, cooking, and sanitation on the same parcel as the single-family or multifamily dwelling is or will be situated.

4. “Director” means the Director of Community Development.

5. “Efficiency kitchen” means a kitchen that includes all of the following:
a. A cooking facility with appliances.
b. A food preparation counter and storage cabinets that are of reasonable size in relation to the size of the JADU.

6. “Junior accessory dwelling unit” or “JADU” means a residential unit that:
a. Is no more than 500 square feet in size,
b. Is contained entirely within an existing or proposed single-family structure,
c. Includes its own separate sanitation facilities or shares sanitation facilities with the existing or proposed single -family structure, and
d. Includes an efficiency kitchen, as defined in subsection ( C)(5) of this section.

7. “Living area” means the interior habitable area of a dwelling unit, including basements and attics, but does not include a garage or any accessory structure.

8. “Multifamily dwelling” means any structure with two or more attached dwellings on a single lot (e.g., apartments, attached townhomes, row houses).

9. “Nonconforming zoning condition” means a physical improvement on a property that does not conform with current zoning standards.

10. “Passageway” means a pathway that is unobstructed clear to the sky and extends from a street to one entrance of the ADU or JADU.

11. “Proposed dwelling” means a dwelling that is the subject of a permit application and that meets the requirements for permitting.

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12. “Public transit” means a location, including, but not limited to, a bus stop or train station, where the public may access buses, trains, subways, and other forms of transportation that charge set fares, run on fixed routes, and are available to the public.

13. “Tandem parking” means that two or more automobiles are parked on a d riveway or in any other location on a lot, lined up behind one another.

D. Approvals. The following approvals apply to ADUs and JADUs under this section:

1. Building-Permit Only. If an ADU or JADU complies with each of the general requirements in subsection (E) below (“General ADU and JADU Requirements”), it is allowed with only a building permit in the following scenarios:
a. Converted on Single-Family Lot. One ADU (as described in this subsection (D)(1)(a)) and one JADU on a lot with a proposed or existing single-family dwelling on it, where the ADU or JADU:
i. Is either: within the space of a proposed single -family dwelling; or within the existing space of an existing
single-family dwelling; or within the existing space of an accessory structure, plus up to 150 additional square feet if the expansion is limited to accommodating ingress and egress.
ii. Has exterior access that is independent of that for the single-family dwelling.
iii. Has side- and rear-yard setbacks sufficient for safety, as dictated by applicable building and fire codes.
iv. The JADU complies with all the requirements of
Government Code Section 65852.22.
b. Limited Detached on Single -Family Lot: One detached, new - construction ADU on a lot with a proposed or existing single- family dwelling (in addition to any JADU that might otherwise be established on the lot under subsection (D)(1)(a) of this section), if the detached ADU complies with the following limitations:
i. The side- and rear-yard setbacks are at least four 4 feet.

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ii. The total floor area is 800 square feet or smaller. iii. The overall height above grade is 16 feet or less. c. Converted on Multifamily Lot: One or more ADUs within portions of existing multifamily dwelling structures that are not used as livable space, including, but not limited to, storage rooms, boiler rooms, passageways, attics, basements, or garages, if each converted ADU complies with state building standards for dwellings. Under this subsection (D)(1)(c), at least one converted ADU is allowed within an existing multifamily dwelling, up to a quantity equal to 25 percent of the existing multifamily dwelling units.
d. Limited Detached on Multifamily Lot: No more than two detached ADUs on a lot that has an existing multifamily dwelling, if each detached ADU satisfies the following
limitations:
i. The side- and rear-yard setbacks are at least four feet. ii. The peak height above grade is 16 feet or less.

2. ADU Permit—Required and Fee.
a. Except as allowed under subsection (D)(1) of this section (“Building-Permit Only”), no ADU ma y be created without a building permit and an ADU permit in compliance with the standards set forth in subsections (E) (“General ADU and JADU Requirements”) and (F) (“Specific ADU Requirements”) below. b. The City may charge a fee to reimburse it for costs in curred in processing ADU permits, including the costs of adopting or amending the City’s ADU ordinance. The ADU-permit
processing fee is determined by the Director and approved by the City Council by resolution.

3. Process and Timing.
a. An ADU permit is considered and approved ministerially, without discretionary review or a hearing.
b. The City must act on an application to create an ADU or JADU within 60 days from the date that the City receives a completed application. If the City does not act upon the completed Item: 13
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application within 60 days, the application is deemed approved unless either:
i. The applicant requests a delay in writing, in which case the 60 day time period is tolled for the period of the
requested delay; or
ii. When an application to create an ADU or JADU is
submitted with a permit application to create a new
single-family dwelling on the lot, the City may delay
acting on the permit application for the ADU or JADU until the City acts on the permit application to create the new single-family dwelling, but the application to create the ADU or JADU will still be considered ministerially without discretionary review or a hearing.

E. General ADU and JADU Requirements. The following requirements apply to all ADUs and JADUs that are approved under subsections (D)(1) (“Building- Permit Only”) or (D)(2) of this section:

1. Zoning.
a. An ADU or JADU subject only to a building permit under subsection (D)(1) above may be created on a lot in a residential or mixed-use zone.
b. An ADU or JADU subject to an ADU permit under subsection (D)(2) above may be created on a lot that is zoned to allow single-family dwelling residential use or multifamily dwelling residential use.

2. Fire Sprinklers. Fire sprinklers are required in an ADU if sprinklers are required in the primary residence.

3. Rental Term. No ADU or JADU may be rented for a term that is shorter than 30 days.

4. No Separate Conveyance. An ADU or JADU may be rented, but, except as otherwise provided in Government Code Section 65852.26, no ADU or JADU may be sold or otherwise conveyed separately from the lot and the primary dwelling (in the case of a single -family lot) or from the lot and all of the dwellings (in the case of a multifamily lot).

5. Septic System. If the ADU or JADU will connect to an onsite waste - water treatment system, the owner must include with the application Item: 13
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(as required by subsections (D)(1)(“Building -Permit Only”) or (D)(2) above) a percolation test completed within the previous five years or, if the percolation test has been recertified, within the last 10 years.

6. Owner Occupancy.
a. All ADUs permitted before January 1, 2020 are subject to the owner-occupancy requirement that was in place when the ADU was created.
b. An ADU that is permitted after January 1, 2020 but before January 1, 2025, is not subject to any owner -occupancy requirement.
c. All ADUs that are permitted on or after January 1, 2025 are subject to an owner -occupancy requirement. A natural person with legal or equitable title to the property must reside on the property as the person’s legal domicile and permanent
residence.
d. All JADUs are subject to an owner-occupancy requirement. A natural person with legal or equitable title to the property must reside on the property, in either the primary dwelling or JADU, as the person’s legal domicile and permanent residence.

However, the owner-occupancy requirement of this paragraph does not apply if the property is entirely owned by another governmental agency, land trust, or housing organization.

7. Deed Restriction. Prior to issuance of a building permit for an ADU or JADU, a deed restriction must be recorded against the title of the property in the County Recorder’s office and a copy filed with the Director. The de ed restriction must run with the land and bind all current and future owners. The form of the deed restriction will be provided by the City and must provide that:
a. Except as otherwise provided in Government Code Section 65852.26, the ADU or JADU may not be sold separately from the primary dwelling.
b. The ADU or JADU is restricted to the approved size and to other attributes allowed by this section.
c. The deed restriction runs with the land and may be enforced against all current and future property owners.

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d. The deed restriction may be removed if the owner eliminates the ADU or JADU, as evidenced by, for example, removal of the kitchen facilities with a demolition permit. To remove the deed restriction, an owner may make a written request of the Director, providing evidence that the ADU or JADU has in fact been eliminated. The Director may then determine whether the evidence supports the claim that the ADU or JADU has been eliminated. Appeal may be taken from the Director’s
determination consistent with other p rovisions of this Code. If the ADU or JADU is not entirely physically removed, but is only eliminated by virtue of having a necessary component of an ADU or JADU removed, the remaining structure and
improvements must otherwise comply with applicable
provisions of this Code.
e. The deed restriction is enforceable by the Director or his or her designee for the benefit of the City. Failure of the property owner to comply with the deed restriction may result in legal action against the property owner, and the City is authorized to obtain any remedy available to it at law or equity, including, but not limited to, obtaining an injunction enjoining the use of the ADU or JADU in violation of the recorded restrictions or abatement of the illegal unit.

8. Building & Safety. All ADUs and JADUs must comply with all local building code requirements.

F. Specific ADU Requirements. The following requirements apply only to ADUs that require an ADU permit under subsection (D)(2) of this section.

1. Maximum Size.
a. The maximum size of a det ached or attached ADU subject to this subsection (F) is 850 square feet for a studio or one bedroom unit and 1,000 square feet for a unit with two or more bedrooms.
b. An attached ADU that is created on a lot with an existing primary dwelling is further limited to 50 percent of the floor area of the existing primary dwelling. Notwithstanding the foregoing, no application of the percent -based size limitation may require the ADU to be less than 800 square feet.

2. Setbacks.

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a. An ADU subject to this subsection (F) must conform to a 25 foot front-yard setback.
b. An ADU that is subject to this subsection (F) must conform to four foot side and rear-yard setbacks.
c. No setback is required for an ADU that is subject to this subsection (F) if the ADU is constructed in the sa me location and to the same dimensions as an existing structure.

3. Height.
a. A single-story attached or detached ADU may not exceed 16 feet in height above grade, measured to the peak of the structure.
b. A second story or two-story attached ADU may not exceed 35 feet in height.
c. A detached ADU may not exceed one story.

4. Passageway. No passageway, as defined by subsection (C)(10) (“Passageway”) of this section, is required for an ADU.

5. Parking.
a. Generally. One off-street parking space is required for each ADU. The parking space may be provided in setback areas or as tandem parking, as defined by subsection (C)(13) of this section.
b. Exceptions. No parking under subsection (F)(5)(a) (“Parking”) is required in the following situations:
i. The ADU is located within one-half mile walking distance of public transit, as defined in subsection (C)(12) of this section.
ii. The ADU is located within an architecturally and
historically significant historic district.
iii. The ADU is part of the proposed or existing primary residence or an accessory structure (under subsection
(D)(1)(a)(“Converted on a Single-Family Lot”)).

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iv. When on -street parking permits are required but not offered to the occupant of the ADU.
v. When there is an established car share vehicle stop
located within one block of the ADU.
c. No Replacement. When a garage, carport, or covered p arking 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.
d. The ADU and primary dwelling must use the same driveway to access the street.
e. Each unclosed parking space shall be at least nine feet wide and 18 feet long.
f. Each parking space that is provided in an enclosed garage shall be at least 10 feet wide and 20 feet long and have at least 7 ½ feet vertical clearance.

6. Architectural Requirements.
a. The ADU must have an independent exterior entrance, apart from that of the primary dwelling.
b. The interior horizontal dimensions of an ADU must be at least 10 feet wide in every direction.

7. Notice of Construction.
a. At least 10 business days before starting any const ruction of a second unit, the property owner shall give written notice to all the owners of record of each of the adjacent residential parcels, which notice shall include the following information:
i. Notice that construction has been authorized;
ii. The anticipated start and end dates for construction; iii. The hours of construction;
iv. Contact information for the project manager (for
construction-related complaints); and
v. Contact information for the City Building Division.

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b. This notice requirement does not confer a right on the noticed persons or on anyone else to comment on the project before permits are issued. Approval is ministerial. Under State law, the City has no discretion in approving or denying a particular ADU project under this section. This notice requirement is purely to promote neighborhood awareness and expectation.

G. Fees. The following requirements apply to all ADUs that are approved under subsections (D)(1) or (D)(2) above.

1. Impact Fees.
a. No impact fee shall be required for an ADU that is less than 750 square feet in size. For purposes of this subsection (G)(1), “impact fee” means a “fee” under the Mitigation Fee Act (Gov.

Code, § 66000(b)) and a fee under the Quimby Act (Gov. Code, § 66477). “Impact fee” does not include any connection fee or capacity charge for water or sewer service.
b. Any impact fee that is required for an ADU that is 750 square feet or larger in size must be charged proportionately in relation to the square footage of the primary dwelling unit. (E.g., the floor area of the ADU, divide d by the floor area of the primary dwelling, times the typical fee amount charged for a new dwelling.)

2. Utility Connection and Fees.
a. If an ADU is constructed with a new single-family home, a separate utility connection directly between the ADU and the utility and payment of the normal connection fee and capacity charge for a new dwelling are required.
b. Except as described in subsection (G)(2)(a), converted ADUs on a single-family lot that are created under subsection (D)(1)(a) above are not required to have a new or separate utility connection directly between the ADU and the utility. Nor is a connection fee or capacity charge required.
c. Except as described in subsection (G)(2)(a), all ADUs not covered by subsection (G)(2)(b) require a new, separate utility connection directly between the ADU and the utility.
i. The connection is subject to a connection fee or capacity charge that is proportionate to the burden created by the Item: 13
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ADU, based on either the floor area or the number of
drainage-fixture units (DFU) value s, as defined by the California Plumbing Code, upon the water or sewer
system.
ii. The portion of the fee or charge that is charged by the City may not exceed the reasonable cost of providing this service.

H. Nonconforming ADUs and Discretionary Approval. Any proposed ADU or JADU that does not conform to the objective standards set forth in subsections (A) through (G)(2) of this section may be allowed by the City with a use permit, in accordance with Chapter 9.184 of this Code.

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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: City Clerk
SUBJECT:

SECOND READING AND ADOPTION OF ORDINANCE NO. 356, AN

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA APPROVING ZONING CODE AMENDMENT (ZC) 03-22-5511 AMENDING THE CITY’S ZONING MAP AND VARIOUS PROVISIONS OF THE

LAKE FOREST MUNICIPAL CODE REGARDING MIXED-USE ZONING

DISTRICT AND ASSOCIATED REGULATIONS, DEVELOPMENT AND DESIGN

STANDARDS AND AMENDING THE FOLLOWING PLANNED COMMUNITY
TEXTS REGARDING THE SAME; FOOTHILL RANCH, PACIFIC

COMMERCENTRE, LAKE FOREST, EL TORO, AND RANCHO DE LOS
ALISOS PLANNED COMMUNITIES; AND DETERMINING THAT NO

ADDITIONAL ENVIRONMENTAL REVIEW IS NECESSARY FOR THE
ORDINANCE UNDER STATE CEQA GUIDELINES SECTION 15183
RECOMMENDED ACTION(S):

1. Conduct Second Reading of Ordinance No. 356 entitled: AN ORDINANCE

OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA APPROVING ZONING CODE AMENDMENT (ZC) 03-22-5511
AMENDING THE CITY’S ZONING MAP AND VARIOUS PROVISIONS OF

THE LAKE FOREST MUNICIPAL CODE REGARDING MIXED-USE

ZONING DISTRICT AND ASSOCIATED REGULATIONS,

DEVELOPMENT AND DESIGN STANDARDS AND AMENDING THE
FOLLOWING PLANNED COMMUNITY TEXTS REGARDING THE SAME;

FOOTHILL RANCH, PACIFIC COMMERCENTRE, LAKE FOREST, EL
TORO, AND RANCHO DE LOS ALISOS PLANNED COMMUNITIES; AND

DETERMINING THAT NO ADDITIONAL ENVIRONMENTAL REVIEW IS

NECESSARY FOR THE ORDINANCE UNDER STATE CEQA
GUIDELINES SECTION 15183.

2. Adopt Ordinance No. 356.

EXECUTIVE SUMMARY:

During its regular meeting of August 16, 2022, the City Council considered and conducted the first reading of Ordinance No. 356. This ordinance implements General Plan provisions by updating the Lake Forest Municipal Code to codify Item: 14
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2 1
8 2
regulations, development, and design standards for the Mixed-Use Districts and adds standards related to the districts in the following Planned Community Texts:

Foothill Ranch, Pacific Commercentre, Lake Forest, El Toro, and Rancho de Los Alisos.

FISCAL IMPACT:

There is minimal fiscal impact associated with the recommended action.

ATTACHMENTS:

Ordinance No. 356
Initiated By: Vanessa Hall, Acting Assistant City Clerk Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
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Attachment

Item: 14
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ORDINANCE NO. 356

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

LAKE FOREST, CALIFORNIA APPROVING ZONING CODE
AMENDMENT (ZC) 03-22-5511 AMENDING THE CITY’S

ZONING MAP AND VARIOUS PROVISIONS OF THE LAKE

FOREST MUNICIPAL CODE REGARDING MIXED-USE

ZONING DISTRICTS AND ASSOCIATED REGULATIONS,

DEVELOPMENT AND DESIGN STANDARDS AND

AMENDING THE FOLLOWING PLANNED COMMUNITY
TEXTS REGARDING THE SAME: FOOTHILL RANCH,

PACIFIC COMMERCENTRE, LAKE FOREST, EL TORO,
AND RANCHO DE LOS ALISOS PLANNED COMMUNITIES;

AND DETERMINING THAT NO ADDITIONAL

ENVIRONMENTAL REVIEW IS NECESSARY FOR THE

ORDINANCE UNDER STATE CEQA GUIDELINES SECTION
15183

WHEREAS, on June 2, 2020, the City Council of the City of Lake Forest (“City”) adopted the 2040 General Plan (the “General Plan”)—a State-mandated long-term policy document that provides a framework to guide decisions on growth, development, and conservation of open space and resources in a manner consistent with the quality of life desired by the City’s residents and business owners;

WHEREAS, the General Plan created mixed-use land use designations , which are as follows: (1) Mixed-Use 32 (MU 32); (2) Mixed-Use 43 (MU 43); (3) Mixed-Use Office (MUO); (4) Urban Industrial 25 (UI 25); and (5) Urban Industrial 43 (UI 43) (collectively the “Mixed-Use Districts”);

WHEREAS, the General Plan’s Land Use Map denotes various Mixed- Use Districts within the following areas of the City: ( 1) Foothill Ranch Towne Center ; (2) Civic Center Area; (3) Lake Forest Drive Corridor; (4) El Toro Road Corridor, and (5) Light Industrial/Rail Corridor;

WHEREAS, this Ordinance implements the General Plan provisions set forth above by updating the Lake Forest Municipal Code (“LFMC”) to codify regulations, development, and design standards for the Mixed-Use Districts;

WHEREAS, this Ordinance also adds standards related to the Mixed -Use Districts in the following Planned Community Texts: Foothill Ranch, Pacific Commercentre, Lake Forest, El Toro, and Rancho de Los Alisos;

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Ordinance No. 356

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WHEREAS, during the month of July 2021, the City conducted a virtual “open house” through the City’s website and addressed topics related to mixed- use zoning in the City’s newsletter (dated July 19, 2021). Additionally, the City held round table discussions with r epresentatives of the development community on July 19, 2021, and conducted additional public outreach on August 3, 2021, as part of a National Night Out Event held at the Lake Forest Sports Park;

WHEREAS, on June 9, 2022, City staff mailed letters via the United States Postal Service (USPS) to all property owners whose property is being rezoned under this Ordinance;

WHEREAS, on June 24, 2022, the City gave public notice of a Planning Commission public hearing to be held to consider this Ordinance by advertisement in a newspaper of general circulation;

WHEREAS, on June 27, 2022, City staff mailed public notice of a Planning Commission hearing to be h eld to consider this Ordinance to affected property owners and property owners within a 300-foot radius of each affected property;

WHEREAS, on July 7, 2022, the Planning Commission held a duly-noticed public hearing to consider the staff report, recommendations by staff, and public testimony concerning this Ordinance. Following the public hearing, the Planning Commission voted to forward the Ordinance to the City Council with a recommendation in favor of its adoption;

WHEREAS, on July 28, 2022 the City gave public notice of a City Council public hearing to be held to consider this Ordinance by advertisement in a newspaper of general circulation;

WHEREAS, on August 16, 2022, the City Council held a duly-noticed public hearing to consider the Ordinance, including: (1) the public testimony and agenda reports prepared in connection with the Ordinance, (2) the policy considerations discussed therein, and (3) the consideration and recommendation by the Ci ty’s Planning Commission; and

WHEREAS, all legal prerequisites to the adoption of the Ordinance have occurred.

THE CITY COUNCIL OF THE CITY OF LAKE FOREST DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. Recitals. The foregoing Recitals are true and correct and are incorporated herein by this reference.

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Ordinance No. 356

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SECTION 2. CEQA Findings. The City Council finds that the potential environmental impacts of the Mixed -Use Districts at issue in the Ordinance have already been analyzed in the 2040 Lake Forest General Plan Final Environmental Impact Report (2040 General Plan EIR), which the City certified in June 2020. (See 2040 General Plan EIR, State Clearinghouse No. 2019090102.) Under Public Resources Code section 21083.3 and State CEQA Guidelines section 15183, no additional environmental review is necessary for projects that are consistent with the development density established by existing general plan policies for which an EIR was certified, except as might be necessary to examine whether there are project-specific significant effects that are peculiar to the project or its site. Here, no additional environmental review is necessary for the Ordinance, as the Ordinance is consistent with the development densities that were established for the Mixed -Use Districts set forth in the 2040 General Plan and that were analyzed in the 2040 General Plan EIR. The Ordinance does not propose site -specific development, but rather is a zoning code amendment to implement the 2040 General Plan. State CEQA Guidelines section 15183 provides that its provisions shall apply where, as here, the lead agency has certified an EIR for a General Plan and the project at issue is a rezoning action consistent with the general plan. (State CEQA Guidelines, § 15183(i).) The Ordinance does not require additional environmental review under CEQA because the Ordinance (1) is consistent with the development densities established in the 2040 General Plan, (2) will have no significant impacts peculiar to the Ordinance or to the parcels that it impacts; (3) will have no significant impacts that were not analyzed as significant impacts in the 2040 General Plan EIR; (4) will have no potentially significant off- site impacts or cumulative impacts that were not discussed in the 2040 General Plan EIR; and (5) will not have any impacts that were previously identified as significant impacts in the 2040 General Plan EIR, but which will have a more severe adverse impact than discussed in the 2040 General Plan EIR. The City makes this determination on the basis of the entirety of the record of proceedings, including 2040 General Plan EIR and the June 2020 Environmental Analysis prepared for Zone Change 03-22-5511.

SECTION 3. General Plan. Based on the entire record before the City Council, and all written and oral evidence presented, the City Council hereby finds that this Ordinance is consistent with the City’s adopted General Plan as it updates the City’s Zoning Code, Zoning Map, and Planned Community Texts to identify, and regulate projects within the Mixed-Use Districts—each of which were created by, and designated in, the General Plan. Additionally, the City Council finds that the Ordinance is consistent with General Plan Land Use Element Goal LU-5, which seeks to establish a community featuring mixed-use activity centers located along the City’s major roadways and transportation facilities which allow for the co- location and harmonious development of housing, shopping, jobs, and public uses, Item: 14
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Ordinance No. 356

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by designating five focus areas identified as: El Toro Road, Lake Forest Drive, Civic Center, Foothill Ranch Towne Center, and the Light Industrial/Rail Corridor as focus areas for economic growth. Lastly, the General Plan Land Use Element establishes five Mixed-Use Land Use Designations: Mixed-Use 32 (MU 32), Mixed-Use 43 (MU 43), Mixed-Use Office (MUO), Urban Industrial 25 (UI 25) and Urban Industrial 43 (UI 43). As noted above, this Ordinance is consistent with this framework by establishing zoning and development standards for these areas in the City. For these reasons, the City Council finds that the Ordinance is consistent with the City’s adopted General Plan.

SECTION 4. Code Amendments. Title 9 of the LFMC is hereby amended as set forth in Exhibit “A”, attached hereto and incorporated herein by reference.

SECTION 5. Amendments to the Foothill Ranch Planned Community Text.

The Foothill Ranch Planned Community Text is hereby amended as set forth in Exhibit “B,” attached hereto and incorporated herein by reference.

SECTION 6. Amendments to the Pacific Commercentre Planned Community Text. The Pacific Commercentre Planned Community Text is hereby amended as set forth in Exhibit “C” attached hereto and incorporated herein by reference.

SECTION 7. Amendments to the Lake Forest Planned Community Text. The Lake Forest Planned Community Text is hereby amended as set forth in Exhibit “D” attached hereto and incorporated here.

SECTION 8. Amendments to the El Toro Planned Community Text. The El Toro Planned Community Text is hereby ame nded as set forth in Exhibit “E” attached hereto and incorporated herein by reference.

SECTION 9. Amendments to the Rancho de Los Alisos Planned Community Text. The Rancho de Los Alisos Planned Community Text is hereby amended as set forth in Exhibit “F” attached hereto and incorporated herein by reference.

SECTION 10. Zoning Map Amendments. The Zoning Map for the City of Lake Forest is hereby amended as set forth in Exhibits “G”, “H”, and “I” attached hereto and incorporated herein by reference.

SECTION 11. Effective Date. This Ordinance takes effect 30 days following its adoption.

SECTION 12 . Custodian of Records. The documents and materials that constitute the record of proceedings on which this Ordinance is based are located Item: 14
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Ordinance No. 356

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at the City Clerk’s office located at 100 Civic Center Drive, Lake Forest, CA 92630.

The custodian of these records is the City Clerk.

SECTION 13. Severability. If any section, sentence, clause or phrase of this Ordinance or the application thereof to any entity, person or circumstance is held for any reason to be invalid or unconstitutional, such invalidity or unconstitutionality shall not affect other provisions or applications of this Ordinance which can be given effect without the invalid provision or application, and to th is end the provisions of this Ordinance are severable. The City Council hereby declares that they would have adopted this Ordinance and each section, sentence, clause, or phrase thereof, irrespective of the fact that any one or more section, subsections, sentences, clauses, or phrases be declared invalid or unconstitutional.

SECTION 14. Certification. The City Clerk shall certify to the adoption of this Ordinance and cause it, or a summary of it, to be published once within 15 days of adoption in a newspaper of general circulation printed and published within the City of Lake Forest, and shall post a certified copy of this Ordinance, including the vote for and against the same, in the Office of the City Clerk in accordance with California Government Code section 36933. In addition to the foregoing, a Notice of Exemption shall be filed within five days of adoption of this Ordinance.

[SIGNATURES ON FOLLOWING PAGE]

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Ordinance No. 356

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ATTEST:

LISA BERGLUND, MPA

CITY CLERK

APPROVED AS TO FORM:

___________________________________
MATTHEW E. RICHARDSON

CITY ATTORNEY

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Ordinance No. 356

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STATE OF CALIFORNIA )

COUNTY OF ORANGE ) SS

CITY OF LAKE FOREST )

I, Lisa Berglund, City Clerk of the City of Lake Forest, do hereby certify that the foregoing Ordinance No. 356 was duly introduced and placed upon its first reading at a regular meeting of the City Council on the 16th day of August 2022, and thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council on the 6th day of September 2022, by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

_____

LISA BERGLUND, MPA

CITY CLERK
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EXHIBIT A
Amendments to Municipal Code
(follows this page)
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EXHIBIT A

1. AMENDMENT TO SECTION 9.04.030
The following definitions are hereby added to Subsection (D) of LFMC Section

9.04.030:

Gross Project Area
All of the land area included within a plan for a development project excepting those areas designated as existing public and private road right-of-way.

Horizontal Mixed-Use
Development that incorporates two or more different use categories alongside one another, either in one mixed use building, or as a two or more separate buildings on one parcel.

Live/Work Units
A single unit consisting of the following two components: (1) a commercial/office, or industrial use ; and a (2) residential use. A resident of the live/work unit must occupy both components; the components shall not be occupied separately.

Mixed-Use
A parcel of land or building or structure with one or more different uses that may include, but are not limited to , residential, commercial, office, industrial, public facilities , or recreational uses. This designation allows for vertical segregation of compatible uses by floors whereby such uses share the same building or lot, or horizontal segregation of uses, where compatible uses are located next to each other.

Open Space, Common
A usable open space within a residential or Mixed-Use development reserved for the exclusive use of the residents of the development and their guests.

Common Open Spaces may be located at grade or above grade and may consist of spaces that are recreationally programmed such as roof -top gardens, conversation pits, BBQs, pools, spas, etc.

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Open Space, Pedestrian
Pedestrian open space areas in a Mixed -Use development such as plazas, parklets, and walkways that provide connectivity.

Open Space, Private
The exterior area dedicated to the exclusive use and enjoyment of a specified residential unit i.e., outdoor yards, decks and/or balconies.

Vertical Mixed-Use
Development that segregates two or more types of land uses , each on separate floors (e.g., residential, commercial, office, public facilities, or recreation) in a single building in a vertical configuration.

2. ADDITION OF NEW CHAPTER 9.73
Chapter 9.73, entitled “Mixed-Use District,” is hereby added to Title 9 of the LFMC, to read in its entirety as follows:

Section 9.73.010 - Mixed-Use Districts
The types of Mixed-Use Districts include the following: Mixed-Use 32 (MU 32), Mixed-Use 43 (MU 43), Mixed-Use Office (MUO), Urban Industrial 25 (UI 25), and Urban Industrial 43 (UI 43).

Section 9.73.020 - Mixed-Use 32 District
A. Purpose of the District.

1. The Mixed-Use 32 (MU 32) district provides for mixtures of commercial, office and residential uses in the same building, on the same parcel of land or within the same area. This district allows for horizontal mixed- use or vertical mixed-use. Single-use projects, such as projects that are all residential, or all commercial are allowed.

2. For projects that include residential and nonresidential components, the maximum density standard shall apply to the residential component and the FAR shall apply to the nonresidential component.

B. Permitted and Prohibited Uses . See Section 9.73.065, Mixed-Use Land Use Matrix, column MU 32.

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C. Site Development Standards.

1. Building Site Area: No minimum /maximum except per LFMC S ection

9.144.0201.

2. The maximum FAR for the nonresidential portion of a project is 1.0:1.

3. The maximum density for the residential portion of a project is 32 dwelling units per net acre of land.

4. Maximum Building Height: 65 feet. Height limits are also subject to LFMC Section 9.144.050.

5. Minimum Residential Unit Size: 500 square feet.

6. Open Space Requirements: as set forth below:
a. Residential developments with five or more units:
i. Private: 60 square feet per residential unit.
ii. Total (private and common): 300 square feet per residential unit.
iii. Private balconies or patios shall have a minimum depth of at least five feet.
b. Non-Residential: Minimum 25 percent of the project site’s net area shall be open space.
c. Mixed-Use Developments:
i. Shall provide a total open space area consistent with the greater requirement of either a residential development or a non -residential development. Individual dwelling units shall be provided private open space consistent with
section 9.73.020(C)(6)(a)(i), which may be included in the total open space area.
ii. Thirty percent of the required open space shall be
pedestrian open space.

Section 9.73.030 - Mixed-Use 43 District
A. Purpose of the District.

1. The Mixed-Use 43 (MU 43) district provides for mixtures of commercial, office, and residential uses in the same building, on the same parcel of land or within the same area. This district allows for horizontal mixed- use or vertical mixed-use. Single-use projects, such as projects that are all residential, or all commercial are allowed.

1 General Plan Land Use Element LU-1c requires preparation of a developer-initiated Specific Plan for redevelopment of the Foothill Ranch Town Center; development under 10 acres should be discourag ed.

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2. For projects that include residential and non -residential components, the density requirements shall apply to the residential component and the FAR shall apply to the nonresidential component.

B. Permitted and Prohibited Uses. See Section 9.73.065, Mixed-Use Land Use Matrix, column MU 43.

C. Site Development Standards.

1. Building Site Area: No minimum /maximum except per section

9.144.0202.

2. The maximum FAR for the nonresidential portion of a project is 1.2:1.

3. The maximum density for the residential portion of a project is 43 dwelling units per net acre of land.

4. Maximum Building Height: 65 feet . Height limits are also subject to LFMC Section 9.144.050.

5. Minimum Residential Unit Size: 500 square feet.

6. Open Space Requirements as set forth below:
a. Residential developments with five or more units:
i. Private: 48 square feet per residential unit.
ii. Total (private and common): 300 square feet per residential unit.
iii. Private balconies or patios shall have a minimum depth of at least five feet.
b. Non-Residential: Minimum 25 percent of the project site’s net area shall be open space.

c. Mixed-Use Developments:

i. Shall provide a total open space area consistent with the greater requirement of either a residential development or a non-residential development. Individual dwelling units shall be provided private open space consistent with
section 9.73.030(C)(6)(a)(i), which may be included in the total open space area.
ii. Thirty percent of the required open space shall be
pedestrian open space.

2 General Plan Land Use Element LU-1c requires preparation of a developer-initiated Specific Plan for redevelopment of the Foothill Ranch Town Center; development under 10 acres should be discouraged.

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Section 9.73.040 - Mixed-Use Office District
A. Purpose of the District.

1. The Mixed-Use Office (MUO) district provides for high-intensity business parks, office uses, and light industrial uses including a variety of businesses that support office -oriented employment opportunities and services at intensities higher than those allowed in the Business Park or Professional Office designations.

B. Permitted and Prohibited Uses. See Section 9.73.065, Mixed-Use Land Use Matrix, column MUO.

C. Site Development Standards.

1. Building Site Area: No minimum except per section 9.144.020.

2. The maximum FAR is 1.5:1.

3. Maximum Building Height: 65 feet. Height limits are also subject to LFMC Section 9.144.050.

4. Open Space Requirements as set forth below:

a. Minimum 25 percent of the project site’s net area shall be open space.
b. Pedestrian Open Space. 30 percent of the required open space shall be pedestrian open space.

Section 9.73.050 - Urban Industrial 25 District
A. Purpose of the District.

1. The Urban Industrial 25 (UI 25) district provides for mixtures of office, commercial, light industrial and residential uses in the same building, on the same parcel of land or within the same area. This district allows for horizontal mixed-use or vertical mixed -use. Single-use projects, such as projects that are all residential, all profes sional office, or all light industrial are allowed.

2. For projects which include residential and nonresidential components, the residential density requirements shall apply to the residential component and the FAR shall apply to the nonresidential component. including, open space.

B. Permitted and Prohibited Uses . See Section 9.73.065, Mixed Use Land Use Matrix, column UI 25.

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C. Site Development Standards.

1. Building Site Area: No minimum except as noted in Section 9.144.020.

2. The maximum FAR for the nonresidential portion of a project is 1:0.1.

3. The maximum density for the residential portion of a project is 25 dwelling units per net acre of land.

4. Maximum Building Height: 65 feet for buildings with only residential use or buildings with non -residential uses on the entire first floor and residential uses on the upper floors. Height limits are also subject to Section 9.144.050.

5. Maximum Building Height: 35 feet for buildings with only non-residential uses. Height limits are also subject to Section 9.144.050.

6. Minimum Residential Unit Size: 500 square feet.

7. Open Space Requirements as set forth below:
a. Residential:
i. Private: 72 square feet per residential unit.
ii. Total (including private and common): 300 square feet per residential unit.
iii. Private balconies or patios shall have a minimum depth of at least five feet.
b. Non-Residential Open Space Requirements : Minimum 15 percent of the project’s net area shall be open space.
c. Mixed-Use:
i. Shall provide a total open space area consistent with the greater requirement of either a residential development or a non-residential development. Individual dwelling
units shall be provided private open space consistent
with section 9.73.050(C)(7)(a)(i), which may be included in the total open space area.

ii. Thirty percent of the required open space shall be
pedestrian open space.

Section 9.73.060 - Urban Industrial 43 District
A. Purpose of the District.

1. The Urban Industrial 43 (UI 43) district provides for mixtures of office, commercial, light industrial and residential uses in the same building, on the same parcel of land or within the same area. This district allows for horizontal mixed-use or vertical mixed -use. Single-use projects, such Item: 14
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as projects that are all residential, professional office, or all light industrial are allowed.

B. Permitted and Prohibited Uses . See LFMC Section 9.73.065, Mixed-Use Land Use Matrix, column UI 43.

C. Site Development Standards.

1. Building Site Area: No minimum except as noted in Section 9.144.020.

2. The maximum FAR for the nonresidential portion of a project is 1.2:1.

3. The maximum density for the residential portion of a project is 43 dwelling units per net acre of land.

4. Maximum Building Height: 65 feet for buildings with only residential use or buildings with no n-residential uses on the entire first floor and residential uses on the upper floors. Height limits are also subject to LFMC Section 9.144.050.

5. Maximum Building Height: 35 feet for buildings with only non-residential uses. Height limits are also subject to LFMC Section 9.144.050.

6. Minimum unit size: 500 square feet.

7. Open Space Requirements as set forth below:
a. Residential with five or more units:
i. Private: 48 square feet per residential unit.
ii. Total (private and common): 300 square feet per residential unit; and
iii. Private balconies shall have a minimum depth of at least five feet.
b. Non-Residential Open Space Requirements : Minimum 15 percent of lot area shall be open space.
c. Mixed-Use:
i. Shall provide a total open space area consistent with the greater requirement of either a residential development or a non -residential development. Individual dwelling units shall be provided private open space consistent wi th
section 9.73.060(C)(7)(i), which may be included in the total open space area.

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ii. Thirty percent of the required open space shall be
pedestrian open space.

LFMC Section 9.73.061 - Mixed-Use Building Setbacks.

4. Table 9.73.061 Mixed-Use Zoning Building Setbacks
“Arterial Roadway” means an Arterial Roadway as designated on the City’s General Plan Mobility Network Map (for Zoning Code purposes only). Includes, but is not limited to, principal arterial, major arterial, primary arterial, and secondary arterial.

Section 9.73.062 – Mixed-Use Zoning Building Design and Articulation The following site development standards shall apply to all Mixed-Use zoning districts.

Minimum Building Setbacks (in feet)

From Property Line Abutting
a Street (Ultimate Street
Right-of-Way Line)
From Property Line Not
Abutting a Street
Zoning
District
From
Arterial
Roadway
From
(Non-Arterial)
Streets
From Property
Line adjacent
to a Parcel
with a Single-
Family
Residential
Unit
From Property
Line
(not adjacent
to a Parcel
with a Single-
Family
Residential
Unit)
MU 32
Non-Residential1 15 10 25 10
Residential2 25 10 25 10
MU 43
Non-Residential1 15 10 25 10
Residential2 25 10 25 10
MUO
Non-Residential 15 10 25 10
UI 25
Non-Residential1 15 10 25 10
Residential2 25 10 25 10
UI 43
Non-Residential1 15 10 25 10
Residential2 25 10 25 10

1. This regulation pertains to either a single-use non-residential building or the portion of a mixed-use building that is used for non-residential purposes.

2. This regulation pertains to either a single-use residential building or the portion of a mixed-use building that is used for residential purposes or ancillary residential purposes (residential amenities, residential lobby, etc...) Item: 14
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A. Architectural projections, including but not limited to balconies, decks, porches, terraces, exterior steps, exterior stairways, eaves, cornices, canopies, cantilevered roofs, chimneys, fireplaces, and other minor architectural features shall be allowed in accordance with LFMC Section

9.144.6-8.

1. All buildings shall have minor massing breaks at least every 50 feet along the street frontage, using varying setbacks, building entries and recesses, or structural bays. Minor breaks shall be a minimum of 12 inches deep and four feet wide and extend the full height of the building.

2. Buildings over three stories tall shall have major massing breaks at least every 50 horizontal feet. Use varying setbacks and/or building entries along any street fron tage, adjacent public park, publicly accessible outdoor space or designated open space to break-up the building mass.

Major breaks are at least 30 inches deep and four feet wide and extend the full height of the building, as shown in Figure 9.73.062.A, below.

Figure 9.73.062.A
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3. Rooflines, whether pitched or flat, shall be vertically articulated at least every 50 linear feet along the street frontage, using architectural elements such as parapets, cornices, reveals, clerestory windows, and varying roof height and/or form.

4. Buildings over three stories tall shall provide a ground floor elevation that is distinctive from the upper stories by providing a material change between the first floor and upper floors along at least 75 percent of the building façade with frontage upon a street, public park, or public open space.

5. Trim surrounds or recessed windows shall be provided at all exterior doors and windows.

6. Pedestrian access shall be provided from sidewalks to all building entries, parking areas, and publicly accessible open spaces.

8. At least 75 percent of the non-residential building façade frontage facing a public street, or parking lot shall be devoted to pedestrian -oriented features (e.g., storefronts, transparent windows, pedestrian entrances, landscaping, etc.).

LFMC Section 9.73.063 – Mixed-Use Site Development Standards

The following site development standards shall apply to all mixed -use zoning districts.

A. Enclosed Uses:

All mixed-uses and their related products, such as shipping and storage containers, mechanical equipment, and landscape equipment and materials, shall be contained entirely within a completely enclosed structure, except for parking and loading areas and except for outdoor uses expressly permitted by an approved site development permit or use permit.

B. Fences and Walls, Maximum Height:

Fences and walls shall be in accordance with LFMC Section

9.144.080.5
C. Landscaping:

Landscaping shall be in accordance with LFMC Section 9.144.060.

D. Loading:

All loading operations shall be performed on the site and loading areas shall be screened by a landscape or architectural feature.

E. Off-Street Parking:

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Off-street parking facilities shall be provided for all mixed -use uses in compliance with LFMC Chapter 1.68 and comply with all of the following:

1. The minimum number of off -street parking spaces required shall be in compliance with the listed requirements set forth for each general category of land use as.
i. Parking for commercial, office and industrial uses shall be provided in accordance with in LFMC Section 9.168.070.
ii. Parking for residential uses shall be provided in accordance with LFMC Section 9.168.040(D)(2), Residential Off-Street Parking Requirements.

2. Guest parking for mixed -use residential shall be in accordance with LFMC Section 9.168.040(D)(4), Off Street Parking Requirements – Guest Parking.

3. The calculation of required parking spaces for mixed -use development that includes residential , commercial, office, and industrial uses shall be based upon the parking required for each individual use within the development. Through the entitlement process, the applicant may apply for shared parking in accordance with LFMC Section 9.168.090.

4. Required parking spaces shall not be considered as a queuing space.

5. Parking Facility Design: Size of parking stalls and their design in shall be in accordance with LFMC Section 9.168.060, Design Standards.

6. Vehicular Access and vehicular access standards shall be in accordance with LFMC Section 9.168.040, Residential Off -Street Parking Requiremen ts, and as applicable with LFMC Section

9.168.050, Industrial, Commercial, Professional and Institutional Off- street Parking Requirements.

7. Off-Street Parking Stall and Access Standards shall be in accordance with LFMC Section 9.168.080.G.4, Vehicular Acce ss Standards.

8. Parking areas, covered and uncovered, shall be screened from public street frontages. Screening may be accomplished through building placement, landscaping, fencing, or some combination thereof. Landscaping for screening purposes shall comply with the requirements and regulation of LFMC Section 9.144.060.2.

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F. Outdoor Lighting:

Outdoor lighting shall be designed and installed so that lighting is confined to the site, and glare onto adjacent properties is minimized to the extent possible.

G. Pedestrian Walkway Design:

Pedestrian walkways shall have a minimum width of six feet.

H. Rooftop Equipment:

All rooftop equipment, including, but not limited to, heating, ventilation and air conditioning units, shall be screened from view from the public right-of-way.

I. Screening:

Screening shall be provided in accordance with LFMC Section

9.144.060 as well as the requirements listed below:

1. Above ground utilities, such as fire sprinkler risers, control boxes, meters, and valves shall be placed within the building or at the side of the building and hidden from public view within an enclosure or screened by landscaping.

2. Piping or conduit serving above-ground utilities shall not be attached to the building exterior unless fully integrated/screened.

J. Trash, Storage, and Mailbox Areas:

1. All storage of cartons, containers and trash shall be enclosed by a wall not less than six feet in height. If unroofed, no such area shall be located within forty feet of any district zoned for residential or agricultural uses.

2. Trash drop stations shall be provided within residential buildings and within enclosed areas accessible to all dwelling units and to trash pickup trucks.

3. Trash disposal stations provided outdoors shall be hidden from public view within an enclosure or screened by landscaping.

4. The location of the trash enclosures on non-residential sites shall be approved by the City’s trash service provider prior to project submittal. Evidence of approval shall be submitted to the City in conjunction with development entitlement applications.

5. Outdoor mailboxes shall use the same colors as the main building’s structure. Mailbox locations shall be approved through the U.S.

Postal Service. Evidence of approval shall be submitted to the City in conjunction with development entitlement applications.

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6. Indoor mailboxes shall be provided within the residential building’s ground floor and shall accommodate refrigerated lockers, as well as regular lockers to accommodate delivery of packages and food items.

K. Vibration:

No Machine, process or operation shall produce a vibration that can be objectively measured with instruments at or beyond a property line of the building site upon which the source is located.

L. Waste Management:

Waste management and hazardous materials di sclosure shall be in compliance with LFMC Section 9.146.040.

LFMC Section 9.73.064 Exceptions
Exceptions to the development regulations contained in this LFMC Section

9.73 may be requested with respect to site area dimensions, yards, projections, open spa ce, and height of structures using the Conditional Use Permit (CUP) process in accordance with LFMC Section 9.184.020(C).

LFMC Section 9.73.065 Mixed-Use Land Use Matrix.

Any use not permitted in LFMC Section 9.73.065 Mixed-Land Use Matrix, is specifically prohibited, except as otherwise provided by State or federal law or as interpreted by the Director of Community Development, or Planning Commission.

Table 9.73.065 MIXED-USE LAND USE MATRIX
Use MU 32 MU 43 MUO UI 25 IU 43
Administrative Office P P P P P
Adult Day Program S S S U U
Adult Business P2 P2 P2 P2 P2
Agriculture X X X X X
Agriculture Employee Quarters X X X X X
Alcohol Sales for Off-site
Consumption
U20 U 20 U 20 U 20 U 20
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Ambulance Dispatch Facility X X X U U
Animal Clinic or Hospital S3 S3 S3 S3 S3
Animal Hospital, livestock X X X X X
Apiary X X X X X
Assembly of Component or
Finished Products

P P P P P
Assembly, non-commercial,
occupancy of 100 persons or
less

S S S S S
Assembly, non-commercial,
occupancy of more than 100
persons

S S S U U
Athletic Club P P P U U
Athletic Facility, indoor S S S U U
Athletic Facility, outdoor U U U U U
Auction House U U U U U
Auto Broker, no vehicles on-
site

P P P P P
Auto Repair, Heavy X X X U U
Auto Repair, light U U P P P
Automated Teller Machine
(ATM)
S S S A1 A1
Automobile Sales and Rentals,
with 3 or more vehicles on-site

U U U U U
Automobile sales and rentals,
with 2 or fewer vehicles on-site

S S S S S
Automobile Wholesale with no
vehicles on-site

P P P P P
Automobile fueling station S S S S S
Automobile wrecking and
salvage yard

X X X X X
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Bar, Cocktail Lounge U U U U U
Barber and Beauty Shop U U U U U
Billiards Parlor U U U U U
Brewery U U U U U
Caretaker Quarters X X X U U
Car Wash U U U U U
Catering Facility P P P P P
Cemetery X X X X X
Christmas Tree Sales Facility P6 P 6 P 6 P 6 P 6
Churches, Temples, Religious
Institutions and Other Places of
Worship

S S S S S
Civic or Government Use S S S S S
Club/Meeting Hall occupancy
of 100 persons or less

S S S S S
Club/Meeting Hall, occupancy
of more than 100 persons

S S S U U
Commercial Extraction X X X X X
Commercial Filming P8 P 8 P 8 P 8 P 8
Commercial Recreation Indoor S S S U U
Commercial Recreation
Outdoor

U U U U U
Composting Facility X X X X X
Concrete Batch Plant X X X X U
Conference Center S S S U U
Conservation Area X X X X X
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Construction Trailer P6 P6 P6 P6 P6
Contractor Storage Yard X X X U U

Convalescent Home U U U U U
Copy Service, Small P P P P P
Copy Service, Large X X X P P
Cyber Café P10 P10 P10 P10 P10
Day Care Center A day care center is only allowed subject to a Use Permit in a non-residential portion of Mixed-Use
projects. A Day Care Center is not to be equated
with a Family Day Care which takes place in a
residential unit and is governed by California Health
and Safety Code Section 1597.45.

Dog Daycare U3,12 U3,12 U3,12

U3,12 U3,12
Donation Center, Attended U U U U U
Donation Collection Boxes P P P P P
Distribution Facility X X X U U
Drive-Through S S S S S
Dry Cleaning and Laundry P P P P P
Dry Cleaning and Laundry
Plant

X X X P P
Educational Institution U U U U U
Emergency Health Service
Facility

U U U U U
Emergency Shelter X X X P9 P9
Family Daycare Home Only as permitted by California Health and Safety Code Section 1597.45
Farmer's Market S S S S S
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Financial Institution P P P P P
Fortune Telling P P P P P
Freight Terminal and/or
Transfer Station

X X X U U
Funeral Home U U U U U
Golf Course X X X X X
Grazing X X X X X
Health Club P P P U U
Heliport U U U U U
Helistop U U U U U
Hookah Lounge U U U U U
Hospital U U U U U
Hotel S S S S S
Instructional Studio P P P P P
Kennel U3,11 U3,11 X U3,11 U3,11
Light Night Use U U U U U
Laundry Facility, Coin-
Operated

P P X P P
Laundry Plant X X X P P
Library P P P P P
Live/Work S S X S S
Manufacturing X X X P P
Marijuana Testing Lab X X X X X
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Massage Establishment U14 U14 U14 U14 U14
Materials Recovery Facility X X X X X
Mausoleum X X X X X
Medical Office P P P P P
Mining X X X X X
Minisatellite Wagering Facility U U U U U
Mortuary U U U U U
Movie Theater S S S U U
Museum P P P P P
Nightclub U16 U16 U16 U16 U16
Nursery U U X U U
Office, Administrative,
Business or Professional

P P P P P
Office, Medical P P P P P
Open Space P P P P P
Outdoor Dining A1 A1 A1 A1 A1
Outdoor Display S S S S S
Outdoor Storage S S S S S
Outdoor Vending P5 P5 P5 P5 P5
Parking Lot or Structure S S S S S
Park P P P P P
Pawnbroker P17 P17 P17 P17 P17
Personal Care Service P P P P P
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Pet Grooming P3 P3 P3 P3 P3
Pet Shop P3 P3 P3 P3 P3
Pharmacy P P P P P
Playground A1 A1 A1 A1 A1
Power Supply Facility P18 P18 P18 P18 P18
Public Utility P P P P P
Pumpkin Sales P6 P6 P6 P6 P6
Quarrying X X X X X
Quarters for Employee
Temporary Use

X X X X X
Recreational Vehicle Storage X X X U U
Recycling Collection Facility,
Accessory

P P P P P
Recycling Collection Facility,
Minor

U U X U U
Recycling Collection Facility,
Major

X X X U U
Rental, Repair & Storage Yard
for Construction, Farming and
Industrial Vehicles/
Equipment

X X X U U
Research, Testing and
Development Lab

P P P P P
Residential, Single-Family
Dwellings

X X X X X
Residential, Multi-Family
Dwelling Units

S S X S S
Restaurant P P P P P
Restaurant with Bar P P P P P
Retail Business P P P P P
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Retail Business, Internet P P P P P
Riding and Hiking Trail P P P P P
School, Commercial or
Vocational

U U U U U
Second-Hand Dealer P P P P P
Self-Storage U U U U U
Service Business P P P P P
Shooting Range, Indoor X X X U U
Shooting Range, Outdoor X X X X X
Single-Room Occupancy
(SRO)
S13 S13 X S13 S13
Single Season Agricultural
Sales
P6 P6 P6 P6 P6
Smog Check U U U P P
Smoke Shop P P P P P
Smoking Lounge U U U U U
Solid Waste Transfer Station X X X X X
Specialty Automotive Repair or
Service, Heavy

X X X U U
Specialty Automotive Repair or
Service, Light

U U U P P
Stable, Commercial X X X X X
Storage Container S6 S6 S6 S6 S6
Storage of Automobiles,
Trucks, Trailers, Boats,
Motorcycles and Other Types
of Vehicles and Equipment

X X X U U
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Studio for Motion Picture,
Video, Audio, and Television
Recording

P P P P P
Surface Mining X X X X X
Swap Meet/Flea Market U U U U U
Swim Facility U U U U U
Tattoo Studio P P P P P
Temporary Commercial
Building
S6 S6 S6 S6 S6
Theatre U U U U U
Thrift Store P P P P P
Towing Facility X X X U U
Utility, Public or Private P P P P P
Vending Machine, Indoors A1 A1 A1 A1 A1
Vending Machine, Outdoors S S S S S
Veterinary Office S3 S3 S3 S3 S3

Warehouse X X X P P
Welding Shop X X X P P
Wholesale Business X X A1 P P
Winery U U U U U
Wireless Communication
Facility
P14 P14 P14 P14 P14
Wholesale Nursery U U X U U
A = Permitted as an accessory use
P = Permitted Use
S = Permitted with a Site Development Permit (SDP)
U = Permitted with a Use Permit (U)
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X = Prohibited Use

Footnotes

1. The accessory use shall be incidental, related and clearly subordinate to the main use of the lot or building. Must not comprise more than fifteen (15) percent of the total floor area of principal use.

2. Subject to regulations in Chapter 9.08 (Adult Business Zoning Regulations).

3. Subject to regulations in Section 9.146.020 (Animal Hospitals and Clinics).

4. Subject to regulations in Chapter 9.228 (Canyon Commercial District).

5. Subject to regulations in Chapter 9.182 (Outdoor Vending on Private Property).

6. Subject to regulations in Section 9.144.070 (Temporary Uses and Structures).

7. (Deleted)..

8. Subject to regulations set forth in Baker Ranch Planned Community Section V and LFMC Chapter 9.150 (Surface Mining and Land Reclamation Regulations).

9. Subject to regulations in Section 5.28.150 (Permit requirements for commercial motion picture productions, television productions and still photography).

10. Subject to regulations in Section 9.146.120 (Emergency Shelters).

11. Subject to regulations in Chapter 5.34 (Cyber Cafés).

12. Subject to regulations in Section 9.146.030 (Pets and Animals).

13. Subject to regulations in Section 9.156.040 (Single-Room Occupancy).

14. Subject to regulations in Chapter 9.162 (Wireless Communication Facilities).

15. Subject to regulations in Chapter 5.07 (Massage Establishments).

16. (Deleted).

17. Subject to regulations in Chapter 5.36 (Entertainment Permits).

18. Subject to regulations in Section 5.02.020 (Licenses Required).

19. Subject to regulations in Chapter 9.166 (Cable System Power Supply Facilities Design and Placement).

20. A limited amount of service commercial and restaurant uses are allowed in the Business Park Zone of the Pacific Commercentre Planned Community. See exception noted in Section II.B. of the Pacific Commercentre Planned Community.

21. Subject to regulations in Section 9.146.130 (Additional Findings for the Sale of Alcohol for Off-Site Consumption).

The sale of alcohol for off-site consumption may also be subject to the City Council policy regarding public convenience or necessity, as amended.

22. Subject to regulations provided in Chapter 9.142 (Donation Collection Boxes).

23. Marijuana testing labs rendered legal nonconforming by Ordinance No. 347 are subject to regulations provided in Chapter 5.42 (Marijuana Testing Labs).

3. AMENDMENT TO SECTION 9.160.020
The definition for “Mixed-Use Development” provided in Section 9.160.020 of the LFMC is hereby amended to read as follows (additions shown in underline and deletions shown in strikethrough):

“Mixed-Use Development”: Appropriate land uses include, but are not limited to, residential, commercial, office, industrial park, civic, cultural, educational facilities, and child care facilities day care centers.”

4. AMENDMENT TO LFMC SECTION 9.160.040
The table provided in subsection (A)(1) of LFMC Section 9.160.040 is hereby amended to read as follows (additions shown in underline):

Land Use Percentage of Total Provided
Parking Spaces
Commercial 30 percent
Office/Professional 85 percent
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Industrial 90 percent
Mixed Use For commercial/industrial portions of
Mixed-Use development the
percentage of employee parking
provided shall be consistent with the
percentages applied above to
Commercial, Office/Professional, and
Industrial land uses.

5. AMENDMENT TO LFMC SECTION 9.166.055

LFMC Section 9.166.055(A), Land use/zoning district and location preference for all facilities, is hereby amended to read as follows: (additions shown in underline):
“A District preference:

1. Industrial/business park zoning district;

2. Commercial zoning district;

3. Common areas/private property;

4. Residential zoning district;

5. Mixed-Use districts.”

6. AMENDMENT TO LFMC SECTION 9.60.010.

LFMC Section 9.60.010 of the LFMC is hereby amended to read as follows (additions in underline and deletions in strikethrough):
“LFMC Section 9.60.010 Purpose
A. Purpose. In accordance with State Law (California Government Code §65913.4), the purpose of this code LFMC S ection 9.60.020 is to establish Multifamily Residential Objective Design Standards which are intended to provide developers, builders, and architect s with a clear standard of the desired site design characteristics for new multifamily residential development in Lake Forest. Consistent with existing State law, objective design standards are those that involve no personal or subjective judgement by a public official and are uniformly verifiable by reference to an external and uniform benchmark or criterion available and knowable by both the development applicant and the public official prior to submittal.

B. Applicability and Review. The provisions of this code LFMC S ection

9.60.020 apply to all multifamily residential projects , except those located in the and General Plan Mixed Use areas MU 32, MU 43, UI 25, and UI 43 zones which are instead governed by Chapter 9.73.

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i. Ministerial Review. Where California law requires that the design of a project be reviewed only against objective standards, the Objective Design Standards will serve as the criteria for design review. Projects that qualify for streamlined housing in accor dance with Senate Bill 35 (as codified in California Government Code §65913.4) may, upon applicant request and demonstration of eligibility, qualify for streamlined and ministerial processing.
ii. Discretionary Review. If a project is subject to design r eview and is not required by State law to be reviewed only against objective standards, it is subject to discretionary design review and findings, which are described in Chapter 9.184 of the LFMC. In such case, the project will be reviewed for conformance with these Objective Design Standards, site development standards, and any other design guidelines that apply.

C. Relationship to Other Regulations. All development must comply with the site development standards of Title 9 (the Zoning Ordinance).

Projects subject to SB 35 streamlining must comply with these Objective Design Standards and with objective development standards of the Zoning Ordinance.”

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EXHIBIT “B”

(Amendments to the Foothill Ranch Planned Community Text)

1. Amend Table of Contents.

The entry for Section “XV” in the Table of Contents is hereby amended to read in its entirety as follows:

“Section Title Page
…

XV Mixed-Use Development Standards 51

…”

2. Amend Definitions.

The definition for “Mixed -Uses” in Section XXIV (Definitions) is hereby amended to read in its entirety as follows:

“Mixed-Uses: shall have the same meaning as defined in LFMC Section

9.04.030, as it may be amended from time to time.”

3. Add New Section XV.

Section “XV” is hereby added to page 51, and shall read in its entirety as follows:

“Section XV

Mixed-Use Development Standards

Mixed-use projects shall be subject to the regulations set forth in Section

9.73 of the LFMC, as it may be amended from time to time.”

4. Revise Statistical Summary.

The “Planning Areas” statistical summary table in Section XXV is hereby replaced in its entirety with the table attached hereto: Attachment B-1.

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5. Amend Map.

The County of Orange map adjacent to the “Planning Areas” statistical summary table in Section XXV is hereby replaced in its entirety with the map attached hereto as Exhibit B.

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EXHIBIT B-
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EXHIBIT “C”

(Amendments to the Pacific Commercentre Planned Community Text)

1. Amend Table of Contents

The Table of Contents is hereby amended to add new row for Chapter VII, which shall read as follows:

Table of Contents

Page

Chapter VII: Mixed-Use Zoning Regulations 36

2. Amend Summary Comparison to Zoning Code

Page 1 ends

amended to add a new paragraph, which shall be located between the “Light Industrial Regulations” and “Open Space” paragraphs a nd read as follows:

“Mixed-Use Regulations

All land uses zoned Mixed -Use shall be subject to the regulations set forth in Section 9.73 of the LFMC, as it may be amended from time to time.”

3. Amend Chapter I: General Provisions and Regulations

The “Standard Provisions” in Chapter 1 are hereby amended to add a new entry number 12, which shall read as follows:

“
….

12. All land uses zoned Mixed-Use within the Pacific Commercentre Planned Community are subject to LFMC Section 9.73, as it may be amended from time to time.”

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4. Amend General Regulations

The “General Regulations” in Chapter 1 are hereby amended to add a new entry number 29, which shall read as follows:
“
…

29. All land uses zoned mixed-use within the Pacific Commercentre Planned Community are subject to LFMC Section 9.73, as it may be amended from time to time.”

Add number 29 to the listing, and state: “All land uses zoned mixed-use within the Pacific Commercentre Planned Community are subject to LFMC Section 9.73.”

5. Add Chapter VII: Mixed-Use Zoning Regulations

Chapter VII is hereby added to page 37, which shall read as follows:

“Chapter VII – Mixed Use Zoning Regulations

Properties zoned Mixed-Use Urban Industrial 25 (UI 25) are subject to the Mixed-Use Zoning Regulations in LFMC Section 9.73, as it may be amended from time to time.”

6. Revise Statistical Summary and Map

a. The Pacific Commercentre Planned Community Development Map legend is hereby replaced in its entirety with the map attached hereto as Exhibit C.

b. The Pacific Commercentre Planned Community Statistical Summary table is hereby replaced in its entirety with the table attached hereto as Exhibit C.

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EXHIBIT C
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EXHIBIT “D”

(Amendments to Lake Forest Planned Community Text)

1. Amend Table of Contents

The Table of Contents is hereby amended to add a new row for Section XIX, which shall read as follows:

“ Table of Contents

Section Page

…

“XIX Mixed-Use Zoning Regulations 46”

2. Replace Statistical Summary Table, Chapter II.

The “Statistical Summary” pages that directly follow the “Purpose” section on page 2 are hereby replaced with the table attached hereto as Attachment D-1.

3. Add Chapter XIX: Mixed-Use Zoning Regulations

Chapter XIX is hereby added to page 46, which shall read in its entirety as follows:

“Chapter XIX – Mixed-Use Zoning Regulations

Properties illustrated in the zoning map provided below and identified as Planning Area 14A, and zoned Mixed -Use Office (MU O), Planning Areas 14B, and 16A, and zoned Mixed -Use 43 (MU 43), and Planning Area 16B, and zoned Urban Industrial 25 (UI 25), are subject to the Mixed-Use Zoning Regulations in LFMC Section 9.73, as it may be amended from time to time.”

4. Add the Zoning map attached (to this ordinance) as Attachment D- 2 to Chapter XIX.

The Zoning Map depicted in Attachment D -2 to Chapter XIX is hereby added.

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5. Replace Final Page’s Statistical Summary and Map

a. The Lake Forest Planned Community Statistical Summary ta ble located on the final page of the Lake Forest Planned Community Text is hereby replaced in its entirety with the table attached hereto as Attachment D-2:

b. The County of Orange map adjacent to the “Planning Areas” statistical summary table on the last page of the Lake Forest Planned Community Text is hereby replaced in its entirety with the map attached hereto as Exhibit D.

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EXHIBIT D
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EXHIBIT D, ATTACHMENT 2
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EXHIBIT “E”

(Amendments to the El Toro Planned Community Text)

The Table of Contents is hereby amended to a new row for Section XI, which shall read as follows:
“ Table of Contents

Section Title Page No.
…
“XI Mixed-Use Zoning Regulations 18”

1. Replace the Existing Statistical Summary

The El Toro Planned Community Statistical Summary table provided directly after the Table of Contents is hereby replaced in its entirety with the table attached hereto as Attachment E-1.”

2. Amend Section II-General Notes (K)
Subsection (K) of Section II is hereby amended to add a new entry number 4, which shall read as follows:
“4. Amend Section II (K) to add number 4 to the listing. Indicate that “Residential density in the Urban Industrial 43 (UI 43) zone is a maximum of 43 dwelling units per net acre. All properties zoned Urban Industrial 43 (UI 43) are subject to LFMC Section 9.73, as it may be amended from time to time.

3. Add Section XI: Mixed-Use Zoning Regulations
Section XI is hereby added to page 17 and shall read in its entirety as follows:
“Section XI: Mixed-Use Zoning Regulations
“Properties zoned Mixed-Use 43 (MU 43) are subject to the Mixed-Use Zoning Regulations provided in LFMC Section 9.73, as it may be amended from time to time.

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4. Replace Planned Community Map.

The County of Orange Planned Community Map (based on ZC 82-8) is hereby replaced in its entirety with the map attached hereto as Exhibit E.

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EXHIBIT E
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EXHIBIT “F”
(Revisions to the Rancho de Los Alisos Planned Community Text)

1. Amended Table of Contents
The Table of Contents is hereby amended to add a new row, which shall read in its entirety as follows:
“Table of Contents
Page
…
Chapter 15 Mixed-Use 47
Chapter 2 is hereby amended to add a new number 34 to the listed provided therein, which shall read as follows:
“34: Notwithstanding any other provision of the Rancho de Los Alisos Planned Community Text, mixed-use projects shall be subject to LFMC Section 9.73, as it may be amended from time to time.”

2. Amend Chapter 3.

The “Statistical Summary” provided in Chapter 3 is hereby replaced in its entirety with the Statistical Summary attached hereto as Exhibit F.

3. Add Chapter 15.

Chapter 15 is hereby added to page 47 of the Rancho de Los Alisos Planned Community Text, which shall read as follows:
“Chapter 15: Mixed-Use
Notwithstanding any other provision of this Rancho de Los Alisos Planned Community Text, mixed-use projects shall be subject to LFMC Section

9.73, as it may be amended from time to time.”

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EXHIBIT F
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EXHIBIT “G”
AMENDMENTS TO THE CITY’S ZONING MAP
The zoning of 15 properties (Assessor’s Parcel Numbers [APNs) listed in Exhibit G attached, shall be zoned Mixed-Use 43 (MU 43).

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EXHIBIT “H”
AMENDMENTS TO THE CITY’S ZONING MAP
The zoning of the property listed as Assessor’s Parcel Number (APN) 617- 493-01 shall be Mixed-Use as shown in Exhibit H, attached.

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EXHIBIT “I”
AMENDMENTS TO THE CITY’S ZONING MAP
The zoning of 53 properties (Assessor’s Parcel Numbers [APNs) listed in Exhibit I attached, shall be zoned Mixed-Use, including Urban Industrial 25 (UI 25), and Mixed-Use 32 (MU 32).

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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: Public Works
SUBJECT:

AWARD OF CONTRACT FOR THE SAFE STEP IMPROVEMENT PROJECT RECOMMENDED ACTION(S):

1. Approve contract documents for Safe Step Improvement Project (PW 2021-02).

2. Waive any bid irregularities and immaterial forms considered inconsequential deviations to the award of contract.

3. Award a contract to All Cities Engineering, Inc with a contract price of $720,314.25.

4. Reject all other bids received and authorize return of the bid bonds upon receipt of the executed contract documents from All Cities Engineering, Inc.

5. Authorize the Mayor to sign, and the City Clerk to attest the contract with All Cities Engineering, Inc.

6. Authorize the City Manager to approve contract change orders up to a maximum of ten percent of the contract amount.

7. Adopt a Resolution entitled: A RESOLUTION OF THE CITY

COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA,
AMENDING THE 2021-2023 OPERATING BUDGET,
AMENDING THE 2021-2028 CAPITAL IMPROVEMENT

PLAN, AND AMENDING APPROPRIATIONS FOR FISCAL
YEAR 2022-23
EXECUTIVE SUMMARY:

The Safe Sidewalk Tree Enhancement Program (Safe Step) would fix all identified sidewalk deficiencies throughout the City. This includes sidewalk Item: 15
189

displacement which could lead to trip and fall injuries. This one-time capital project is designed to eliminate the backlog of sidewalk displacements and solve the underlying cause of the issue. Since most displacements are caused by tree roots, the project includes bid items to install tree root barriers and provisions to remove trees based on an arborist analysis, if necessary.

On July 15, 2022, staff published the competitive bid package for the Safe Step Improvement Project for the repair of sidewalks city-wide. The contract plans and specifications are not attached to the staff report due to their size; however, they are available for review in the City Clerk’s Office and will be available in the City Council Chambers before and during the City Council meeting. Staff has attached the title sheet for the project (Attachment 1).

On August 11, 2022, staff received bids and identified the lowest responsive, responsible bidder to be All Cities Engineering, Inc. (“ACE”). ACE’s bid amount is $720,314.25, which is above the current budget of $548,000. Therefore, staff is requesting a budget adjustment of $172,314.25 plus a 10% contingency in the amount of $72,031.43, for a total budget adjustment of $244,345.68. Staff recommends the City Council approve the contract documents and award the Contract to ACE (Attachment 2) to complete the construction phase of the project. This project is intended to address a health and safety issue posed by displaced sidewalk panels.

BACKGROUND:

The Safe Step Improvement Project would repair all pending sidewalk replacement locations to bring the Public Works Sidewalk Management Program current with Fiscal Year 2021-22 inspections. This project will also include tree removal or root barrier installation at locations determined to be necessary by the City’s arborist.

The original budget was formulated using historical costs for concrete sidewalk replacement only. The original budget did not include tree removal or root barrier installation costs. During the project development stage, staff included bid items to install tree root barriers and provisions to remove the trees, if necessary, based on an arborist’s analysis. This would eliminate the actual cause of the damage and lead to longer lasting sidewalks. Displaced sidewalk panels pose a potential tripping hazard to pedestrians and, in some instances, have resulted in claims filed against the City. As a result of adding tree removals and root barriers, coupled with the current cost increase of construction-related materials, contractor bids exceeded the allocated budget.

A CIP Budget Amendment is proposed to allow for the enhanced project. The scope of work for the proposed project consists of the removal and replacement Item: 15
190

of sidewalks adjacent to residential and arterial streets at various locations. This will include tree removal and root barrier installation at necessary areas. All trees will be evaluated by a certified arborist and may not require removal. As a result, the estimated expenditure may be reduced based on the number of trees removed. If a tree’s roots are not impacted by the project the tree may be allowed to remain.

DISCUSSION:

In the memorandum dated June 22, 2022, the City Manager authorized staff to solicit bids for the Safe Step Improvement Project. On August 11, 2022, the City received bids from three firms, with bids ranging from $720,314.25 to $1,512,8910. After opening bids, the total project cost to construct and provide a contingency for the project is estimated to be $792,345.68. The existing CIP account, (120-700-950.209 - Safe Step Improvement Project), has a budget of $473,000. The existing General Fund CIP account, (100-430-720.015 – Annual Street Sidewalk Rehab) has a balance of $75,000 and will be moved into the Safe Step CIP account increasing the balance to $548,000. Therefore, a budget adjustment of $244,345.68 (Attachment 3) is necessary to construct and complete this project. The budget adjustment includes $172,314.25 to fulfill the construction agreement and a 10% contingency of $72,031.43. A cost savings may be achieved based on the number of trees removed per the direction of the City’s certified arborist. The project documents allow the contractor 90 days to complete the work.

Staff reviewed All Cities Engineering, Inc.’s bid package for completeness and accuracy. The electronic bidding system that the City uses, PlanetBids, eliminates mathematical errors in the bids. Therefore, the submitted bid results are provided in Table 1 below:

Table 1: Bid Results
Bidder PlanetBids - Base Bid Amounts
All Cities Engineering Inc. $ 720,314.25
Towo Enterprise, Inc. $ 990,579.12
CT&T Concrete Paving, Inc. $1,512,910.00
After analysis of the bids received, staff determined that ACE was the lowest responsive, responsible bidder for this project. During bid opening, ACE did not provide the required bid form and a complete list of documents. Staff met with the City Attorney, and it was determined the absence of the missing documents did not provide ACE with an advantage in bidding or affect the value of its bid pricing.

ACE was contacted regarding the missing documents and notified staff they were Item: 15
191

completed but not uploaded properly onto PlanetBids. Ace submitted the documents immediately upon request.

Recently, ACE completed projects in the cities of Garden Grove, Downey, Brea, and Santa Ana. Staff conducted a reference check that indicated ACE to be a responsible contractor (Attachment 4).

The Finance Department prepared the Contract and the City Attorney reviewed and approved the Contract as to form. The contract bid amount as determined by the bid quantities is $720,314.25. Per Lake Forest Municipal Code Section

3.13.085, the City Manager may approve additional work, so long as that additional work does not exceed 10% of the original contract amount. The contract plans and specifications for this project are not included in this agenda report due to their size. However, they are available for review upon request in the Office of the City Clerk.

FISCAL IMPACT:

Approving the recommended action would award a contract to All Cities Engineering, Inc. with a contract price of $720,314.25. The City has a budget of $473,000 for the Safe Step Improvement Project and $75,000 for the Annual Street Sidewalk Rehab project. Combined, these CIP projects amount to $548,000 in funds available for this project. The total project cost to construct and provide contingency for the project is estimated to be $792,345.68. Approval of Resolution 2022-XX will increase project funding and provide sufficient funding for the total project costs.

ATTACHMENTS:

1. Project Title Sheet

2. Contract with All Cities Engineering, Inc.

3. Budget Amendment Resolution

4. Contractor Reference Check
Initiated By: Justin Kirk, Street Maintenance Administrator Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 15
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Attachment 1
Item: 15
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Item: 15
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Attachment 2
Item: 15
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55136.00200\31919335.1
1 Section 00500
Contract

SECTION 00500

CONTRACT
THIS CONTRACT is made this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], in the County of Orange, State of California, by and between the City of Lake Forest hereinafter called City, and All Cities Engineering, Inc ., hereinafter called Contractor. City and the Contractor for the considerations stated herein agree as follows:

ARTICLE 1. SCOPE OF WORK . The C ontractor shall perform all W ork within the time stipulated the contract and shall provide all labor, materials, equipment, tools, utility services, and transportation to complete all of the W ork required in strict compliance with the Con tract Documents as specified in Article 5 below for the following Project:

Street Sidewalk Rehabilitation and Replacement Project
The Contractor and its surety shall be liable to City for any damages arising as a result of the Contractor’s failure to comply with this obligation.

ARTICLE 2. TIME FOR COMPLETION. The Work shall be commenced on the date stated in City’s Notice to Proceed. The Contractor shall complete all Work required by the Contract Documents within ninety (90) working days from the commencement date stated in the Notice to Proceed. By its signature hereunder, Contractor agrees the time for completion set forth above is adequate and reasonable to complete the Work.

ARTICLE 3. CONTRACT PRICE. City shall pay to the Contractor as full compensation for the performance of the Contract, subject to any additions or deductions as provided in the Contract Documents, and including all applicable taxes and costs, the sum of SEVEN HUNDRED

TWENTY THOUSAND THREE HUNDRED FORTEEN DOLLARS AND TWENTY -FIVE CENTS ($720,314.25). Payment shall be made as set forth in the General Conditions.

ARTICLE 4. LIQUIDATED DAMAGES . In accordance with Government Code section 53069.85, it is agreed that the Contractor will pay City the sum of FIVE HUNDRED DOLLARS ($500) for each and every calendar day of delay beyond the time prescribed in the Contract Documents for finishing the Work, as Liquidated Damages and not as a penalty or forfeiture. In the event that Liquidated Damages are not paid, the Contractor agrees City may deduc t that amount from any money due or that may become due the Contractor under the Contract. This Article does not affect the City’s rights to other damages or remedies specified in the Contract Documents or allowed by law.

ARTICLE 5. COMPONENT PARTS OF THE CONTRACT. The “Contract Documents” include the following:

Notice Inviting Bids
Instructions to Bidders
Bid Form
Contractor’s Certificate Regarding Workers’ Compensation Bid Bond
Designation of Subcontractors
Information Required of Bidders
Noncollusion Declaration form
DocuSign Envelope ID: D033AEE7-50FC-423B-9A0A-B061B4652EE0 Item: 15
196

Section 00500
Contract

55136.00200\31919335.1
2 Section 00500
Contract

Iran Contracting Act Certification
Public Works Contractor Registration Certification
Contract
Performance Bond
Payment Bond
General Conditions
Special Conditions
Technical Specifications
Addenda
Plans and Drawings
Approved and fully executed change orders
Any other documents contained in or incorporated into the Contract The Contactor shall complete the Work in strict accordance with all of the Contract Documents.

All of the Contract Documents are intended to be complementary. Work required by one of the Contract Documents and not by others shall be done as if required by all. This Contract shall supersede any prior agreement of the parties.

ARTICLE 6. PROVISIONS REQUIRED BY LAW. Each and every provision of law required to be included in these Contract Document s shall be deemed to be included in these Contract Documents. The Contractor shall comply with all requirements of applicable federal, state and local laws, rules and regulations, including, but not limited to, the provisions of the California Labor Code and California Public Contract Code which are applicable to this Project.

ARTICLE 7. INDEMNIFICATION. Contractor shall provide indemnification as set forth in the General Conditions.

ARTICLE 8. PREVAILING WAGES. Contractor shall be required to pay the prevailing rate of wages in accordance with the Labor Code which such rates shall be made available at City Hall or may be obtained online at http//www.dir.ca.gov/dlsr. and which must be posted at the job site.

[Signatures on following page]

DocuSign Envelope ID: D033AEE7-50FC-423B-9A0A-B061B4652EE0 Item: 15
197

Section 00500
Contract

55136.00200\31919335.1
3 Section 00500
Contract

IN WITNESS WHEREOF, this Contract has been duly executed by the above-named parties, on the day and year above written.

ALL CITIES ENGINEERING, INC.

By [VENDOR SIGNATURE 1]

Name: [INSERT NAME 1]

Title: [INSERT TITLE 1]

License No. [CONTRACTOR LICENSE NUMBER]

CITY OF LAKE FOREST
By [AUTHORIZED CITY SIGNATURE]
______________________________
Robert Pequeño
Mayor
By [VENDOR SIGNATURE 2]

Name: [INSERT NAME 2]

Title: [INSERT TITLE 2]

(If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED)]
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Attest:
[CITY CLERK SIGNATURE]

Lisa Berglund
City Clerk
Approved as to Form:
[CITY ATTORNEY SIGNATURE]
__________________________________
Best Best & Krieger, LLP
City Attorney

END OF CONTRACT
DocuSign Envelope ID: D033AEE7-50FC-423B-9A0A-B061B4652EE0 CEO
1009171
Apolonio Ramirez
Javier Castro
VP
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5 ATTACHMENT 3
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5 RESOLUTION NO. 2022-

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA, AMENDING
THE 2021-2023 OPERATING BUDGET, AMENDING
THE 2021-2028 CAPITAL IMPROVEMENT PLAN,

AND AMENDING APPROPRIATIONS FOR FISCAL
YEAR 2022-23
WHEREAS, the 2021-2028 Capital Improvement Plan and the 2021- 2023 Operating Budget was adopted by the City Council on June 15, 2021; and
WHEREAS, the appropriations for Fiscal Year 2022-23 was adopted by the City Council on June 21, 2022;
WHEREAS, modifications are now required as a result of changes during Fiscal Year 2022-23.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE

FOREST DOES HEREBY RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:

Section 1. The City Council’s adoption of this Resolution is not a project within the meaning of the California Environmental Quality Act. Specifically, the City’s adoption of the Resolution is an administrative and fiscal function of the City that does not commit the City to any specific project or course of action. (State CEQA Guidelines, sections 15378(b)(4) & (b)(5).) Thus, no environmental review of the Resolution is required. The City Council hereby directs staff to prepare, execute and file with the Orange County Clerk a Notice of Exemption within five working days of the adoption of this Resolution.

Section 2. The General Fund is amended to decrease its Operating Appropriations for Fiscal Year 2022-23 as demonstrated in Exhibit A.

Section 3. General Fund (Capital) is amended to increase its Capital Improvement Plan Appropriations for Fiscal Year 2022-23 as demonstrated in Exhibit A.

Section 4. The City Clerk shall attest as to the adoption and execution of this Resolution and cause the same to be maintained in the permanent records of the City.

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5 PASSED, APPROVED AND ADOPTED this 6th day of September 2022, by the following vote, to wit:

ATTEST:

ROBERT PEQUEÑO
MAYOR

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 6th day of September, 2022, by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

LISA BERGLUND

CITY CLERK
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5 EXHIBIT A
AMENDMENT TO 2021-2028 CAPITAL

IMPROVEMENT PLAN, AMENDMENT
TO THE 2021-2023 OPERATING

BUDGET, AMENDENT TO FISCAL
YEAR 2022-23 APPROPRIATIONS
General Fund Operating Appropriations
Capital Improvement Plan Appropriations
Funding
Source Project
Current
Budget
Increase
(Decrease)
Amended
Budget
General Fund
(Capital)
Safe Step
Improvement
Project 473,000 319,346 $792,346
General
Fund/Expenditure
Program Current Budget
Increase
(Decrease) Amended Budget
Public
Works 13,701,429 (75,000) $13,626,429
Item: 15
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Attachment 4
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City of Lake Forest
Public Works Department
Reference Check
Concrete Repair Concrete Repair Concrete Repair
Apparent Low Bidder: Contact #1: Contact #1: Contact #3:

All Cities Engineering, Inc. City of Downey City of Santa Ana City of Garden Grove Name: Lorena Powell Cris Venuezula Jessica Polidori
Phone No.: 562-302-3865 323-715-2339 714-741-5349
Email: [email protected] [email protected]

QUESTION RESPONSE RESPONSE RESPONSE

1. Title and type of project
Capital Improvement Project No. 19-01
Woodruff Avenue Water System Improvements
(Imperial Highway to Firestone Boulevard)
City Water Main Improvements
with Sidewalk/C&G Replacement
A lwood, Anthony and Acacia Water
Improvement Project

2. Contract Amount $1,856,616 $1,500,000 $1,560,288

3. Approximate duration 109 days June 2020 - November 2020 5 m onths

4. Actual or estimated project completion date July 7, 2020 March 2021 after City issued change orders 5 months

5. Quality of the work Good Very Good Very good quality work

6. Contractor’s communication with agency representatives? Good Good Good

7. Claims or stop notices None None None

8. Non-agency change order requests? None None None

9. Agency’s desire to have contractor bid on future projects Yes Yes Highly desirable

10. Additional Comments None None
The project manager, superintendent
and working crew were knowledgeable,
reliable and easy to work with.

Scale 1-5: 1= Very Poor 2 = Poor 3 = Fair 4 = Good 5 = Very Good Item: 15
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: City Manager
SUBJECT:

AWARD OF CONTRACT FOR REPLACEMENT OF SERVERS AND STORAGE

AREA NETWORK
RECOMMENDED ACTION(S):

1. Award a Professional Consultant Services Agreement to Abtech Technologies, in the amount of $115,704.00 for replacement of servers and Storage Area Network.

2. Authorize the Mayor to sign, and the City Clerk to attest, the Agreement with Abtech Technologies, substantially in the form attached.

EXECUTIVE SUMMARY:

The equipment comprising the City’s Information Technology (“IT”) infrastructure must be regularly upgraded and replaced to maintain high performance and reliability. Staff recommends replacing the Storage Area Network (“SAN”) device and one server. The current equipment is approaching, or has already passed, the end of available manufacturer support, and the new equipment will provide measurable improvements to the performance of system operations and business applications hosted on the City’s network. The Purchasing and Contracting Guidelines provide the option for the City to utilize its contracted IT Service Provider, currently Abtech Technologies, to procure and install equipment without the need for a competitive procurement process. Abtech Technologies is familiar with the City’s IT infrastructure, is highly qualified for this project, and has been delivering effectively on the scope of work in its existing agreement with the City. Therefore, staff recommends awarding a Professional Consultant Services Agreement to Abtech Technologies with a compensation amount of $115,705.00 for implementation of the SAN and Server replacement project (“SAN & Server Agreement”). The proposed SAN & Server Agreement with Abtech Technologies includes a one-year term that would end on September 14, 2023.

Item: 16
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2 1
9 5
BACKGROUND:

On June 18, 2021, the City Council awarded a Professional Consultant Services Agreement for IT Support and Maintenance to Abtech Technologies (“Abtech”), in the amount of $1,197,546.00 (“IT Support Agreement”), after a competitive procurement process (Attachment 2). Under the Scope of Work of the IT Support Agreement, Abtech acts as the City’s provider and subject matter expert in areas related to IT, including, but not limited to, computer maintenance, cyber security, technology planning, system administration, help desk services, and procurement of IT equipment and software. The term of the IT Support Agreement is for three years ending on July 31, 2024, with two optional one-year extensions. Staff now seeks to utilize Abtech’s expertise to replace data storage equipment and servers with higher performing alternatives. The proposed SAN & Server Agreement will be a stand-alone agreement for this procurement and not an amendment to the IT Support Agreement.

DISCUSSION:

Equipment life cycle management guidelines followed by the City’s IT Division recommend the replacement of equipment near the end of planned manufacturer support availability. This approach provides for the continuity of firmware updates and replacement parts for essential devices; keeps equipment in the IT environment operating at its optimum capacity; ensures the City gets the full useful life from its equipment; and allows sufficient lead time for budgetary planning of replacements. It is also essential when planning for the replacement of IT equipment to consider emerging technologies, new capabilities, and how these can be incorporated into existing processes. These aspects will be considered in the discussion of the replacement SAN and the server below.

Storage Area Network
The City’s virtualized server environment was first designed and deployed in 2009. In the virtual server model, a high-capacity storage device, termed a SAN provides the data repository for files, folders, and operating systems, while a small number of powerful physical servers (originally six, but currently four) provide the processing power and memory. This virtualized server model is mainstream technology and has continued to be a fast and reliable basis for the City’s technology requirements.

In May 2015, the City Council approved an agreement with Sigmanet, Inc., the City’s IT Support and Maintenance provider at that time, for the purchase of one Dell Storage Area Network, composed of an SC4020 Controller and two SC200 Disk Enclosures, at a cost of $99,841. Equipment maintenance from Dell is $9,650 per year. The controller unit will reach the end of manufacturer support in Item: 16
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2 1
9 5
August 2025, and the controllers will reach the end of support in November 2023.

Furthermore, the capabilities of the existing unit are eclipsed by new technologies becoming available which improve disk read/write speeds and data throughput. Similarly, the shift to cloud computing is reducing the need for on-site data and server storage, allowing the City to streamline the capabilities of the SAN, to focus on higher performance and less storage capacity, for a lower price.

However, if the City does need to scale up capacity, the unit has the ability to expand with additional controllers and disk drives.

The recommended replacement unit, a Dell PowerStore 1000T SAN, including

38.4 TB of storage, has a cost (before taxes and installation) of $83,571, which includes three years of manufacturer maintenance (4 hour on-site, 24/7 service).

This unit is expected to provide 50% greater data bandwidth and 800% faster copy performance than the current SAN. To summarize, the City will be obtaining a more streamlined, reliable, faster, and scalable unit with a useful life of five to seven years. Out of an abundance of caution, staff intends to keep the existing unit operating for at least 90 days after the transition, to provide a quick rollback option for any business applications migrated to the new SAN.

Server
The City currently has four (4) physical servers in the data center, consisting of two Dell R740 servers purchased in May 2020 and two Dell R730 servers purchased in February 2016. Manufacturer support and updates are no longer available for the R730 servers. Staff proposes to replace the two obsolete R730 servers with one R740 server. The cost of the R740 (before taxes and installation) is $13,587. Like the SAN, it will also include three years of premium support (4 hour on-site, 24/7 service). Based on the higher performance and capacity of the new server, both R730s can be safely replaced by one R740, reducing potential maintenance costs and power consumption.

The installation of the SAN and server are envisioned as one inter-related project and are therefore being procured together. The price summary of the recommended procurement is shown in Table 1.

Table 1: Contract Pricing
Item Price
Storage Area Network $ 83,571.00
R740 Server $ 13,587.00
Installation Services $ 12,195.00
Subtotal $ 109,353.00
Tax (est.) $ 6,351.00
Total Contract $ 115,704.00
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The provisions of Abtech’s IT Support Agreement include procurement of equipment, software, and services as requested by the City. Furthermore, the Purchasing and Contracting Guidelines provide for exceptions to the competitive procurement provisions when technology purchases are made by the IT Support Services contracted vendor (Section VII, p. 60). As a Dell reseller, Abtech is able to obtain preferred pricing for Dell equipment such as the recommended SAN and server, and Abtech’s knowledge of the City’s IT environment will streamline the installation and configuration process. To prepare for this contract, staff evaluated Abtech’s contract execution and has been either “Satisfied” or “Very Satisfied” with Abtech’s performance during the first year of the IT Support Services Agreement. Table 2 provides a summary of Abtech’s performance for the period July 1, 2021 to June 30, 2022.

Table 2: Abtech Contract Performance
Abtech Technologies Contract Performance Review
July 1, 2021 to June 30, 2022
Category Rating
Performance of Scope of Services ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐ N/A Timeliness ☐Unsatisfied ☒Satisfied ☐Very Satisfied ☐ N/A Budget Performance ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐ N/A Customer Service ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐ N/A Staff recommends awarding the proposed Contract to Abtech Technologies in the amount of $115,704.00 for the SAN and server upgrade project, with a term of one year. Consistent with the City’s Purchasing and Contracting Guidelines, the Finance Department prepared the attached agreement and the City Attorney reviewed and approved it as to form.

FISCAL IMPACT:

The 2021-2023 Operating Budget contains $212,000 for the SAN and server replacement projects. Therefore, sufficient funding exists to cover the costs of the recommended action.

ATTACHMENTS:

1. Agreement with Abtech Technologies for SAN and Server Replacement

2. Agreement with Abtech Technologies for IT Support and Maintenance Initiated By: Douglas McBratney, Information Technology Manager Submitted By: Keith Neves, Assistant City Manager
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Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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CITY OF LAKE FOREST

PROFESSIONAL CONSULTANT SERVICES AGREEMENT

1. PARTIES AND DATE.

This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California, 92630 ("City") and Abtech Technologies, Inc., a California corporation, with its principal place of business at 2042 Corte Del Nogal, Suite D, Carlsbad, CA 92011 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."

2. RECITALS.

2.1 Consultant.

Consultant desires to perform and assume responsibility for the provision of certain professional information technology consulting services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional information technology consulting services to public clients, is licensed in the State of California, and is familiar with the plans of City.

2.2 Project.

City desires to engage Consultant to render such profess ional information technology consulting services for the SAN and Server Replacement Project ("Project") as set forth in this Agreement.

3. TERMS.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional information technology consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable loc al, state and federal laws, rules and regulations.

3.1.2 Term. The term of this Agreement shall be from September 15, 2022, to September 14, 2023, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

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3.2 Responsibilities of Consultant.

3.2.1 Independent Contractor; Control and Payment of Subordinates . The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.

Consultant retains the right to perform similar or differe nt services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction an d control. Neither City, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.

3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.2.3 Conformance to Applicable Requirements . All work prepared by Consultant shall be subject to the approval of City.

3.2.4 Substitution of Key Personnel . Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from t he Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Todd Darr.

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3.2.5 City's Representative . The City hereby designates Keith D. Neves, Assistance City Manager, or his designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Work or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the Scope of Work or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.

3.2.6 Consultant's Representative. Consultant hereby designates Todd Darr, or his designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to repr esent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times.

3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsul tants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement.

As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re -employed to perform any of the Services or to work on the Project.

3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all l ocal, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of s uch laws and regulations in connection with Services. If Consultant performs any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnif y and hold City, its officials, directors, officers, employees, agents, and volunteers free and harmless, pursuant to the indemnification provisions DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 Item: 16
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of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.

3.2.10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, b ridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper insp ection and maintenance of all safety measures.

3.2.11 Insurance. Consultant agrees to procure and maintain, at Consultant’s expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Consultant shall require all sub consultants to carry the same policies and limits of insurance that the Consultant is required to maintain, unless otherwise approved in writing by the City.

3.2.12 Water Quality Management and Compliance.

3.2.12.1 Storm Water Management. Storm, surface, nuisance, or oth er waters may be encountered at various times during the Services. Consultant hereby acknowledges that it has investigated the risk arising from such waters, and assumes any and all risks and liabilities arising therefrom.

3.2.12.2 Compliance with Water Quality La ws, Ordinances and Regulations. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performanc e of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter -Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must additionally comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges.

3.2.12.3 Compliance with DAMP and LIP. In addition to compliance with the laws, ordinances and regulations listed in Section 3.2.12.2 of this Agreement, Consultant must comply with all applicable requirements of the Orange County Drainage Area Management Plan (“DAMP”), the City of Lake Forest Local Implementation Plan (“LIP”) and the applicable Water Quality Management Plan (“WQMP”). The DAMP contains requirements related to design and construction of public projects. Consultant must be familiar the DAMP, and the LIP and comply with the requirements as specified therein.

A copy of the DAMP is available on the internet at:

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https://media.ocgov.com/gov/pw/watersheds/documents/damp/default.asp A copy of the LIP is available on the internet at:
http://www.lakeforestca.gov/depts/pw/water/local_implementation_plan_%28lip%29.asp More information on the applicable WQMP is available on the internet at:
http://www.lakeforestca.gov/depts/pw/water/water_quality_management_plan_(wqmp).asp

3.2.12.4 Standard of Care. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement. Consultant further warrants that it, its employees and subcontractors have or will receive adequate training, as determined by the City, regarding these requirements as they may relate to the Services.

3.2.12.5 Liability for Non-compliance.
(A) Indemnity: Failure to comply with laws, regulation s, and ordinances listed in Sections 3.2.12.2 and 3.2.12.3 of this Agreement is a violation of federal and state law. Notwithstanding any other indemnity contained in this Agreement, Consultant agrees to indemnify and hold harmless the City, its officials, officers, agents, employees and authorized volunteers from and against any and all claims, demands, losses or liabilities of any kind or nature which the City, its officials, officers, agents, employees and authorized volunteers may sustain or incur for noncompliance with the laws, regulations, and ordinances listed above, arising out of or in connection with the Services, except for liability resulting from the sole established negligence, willful misconduct or active negligence of the City, its official s, officers, agents, employees or authorized volunteers.
(B) Defense: City reserves the right to defend any enforcement action or civil action brought against the City for Consultant’s failure to comply with any applicable water quality law, regulation, or po licy. Consultant hereby agrees to be bound by, and to reimburse the City for the costs associated with, any settlement reached between the City and the relevant enforcement entity.
(C) Damages: City may seek damages from Consultant for delay in completing th e Services caused by Consultant’s failure to comply with the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement, or any other relevant water quality law, regulation, or policy.

3.3 Fees and Payments.

3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed ONE HUNDRED FIFTEEN THOUSAND SEVEN HUNDRED FOUR ($115,704.00) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

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3.3.2 Payment of Compensation . Consultant shall submit to City a monthly invoice which indicates work completed and hours of Services rendered by Consultant. The invoice shall describe the amount of Services provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the invoice.

City shall, within 30 days of receiving such invoice, review the invoice and pay all non -disputed and approved charges thereon. If t he City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.

3.3.4 Extra Work . At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.

Consultant shall not perform, nor be compensated for, Extra Work witho ut written authorization from the City.

3.3.5 Rate Increases. In the event that this Agreement is renewed pursuant to Section 3.1.2, the rate set forth in Exhibit “C” may be adjusted each year at the time of renewal as set forth in Exhibit “C.”

3.4 Labor Code Requirements.

3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to exe cute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 177 6, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Con sultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, and volunteers free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

3.4.2 Registration. If the Services are being performed as part of an applicable “public works” or “maintenance” project, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsul tants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the project and require the same of any subconsultants. This project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Contractor’s sole responsibility to comply with all applicable registratio n and labor compliance requirements, including the DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 Item: 16
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submission of payroll records directly to the DIR.

3.5 Accounting Records.

3.5.1 Maintenance and Inspection . Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.6 General Provisions.

3.6.1 Termination of Agreement.

3.6.1.1 Grounds for Termination . City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date the reof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation . Consultant may not terminate this Agreement except for cause.

3.6.1.2 Effect of Termination . If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.

3.6.1.3 Additional Services. In the event this Ag reement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

3.6.1.4 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Consultant: Abtech Technologies, Inc.
2042 Corte Del Nogal, Suite D
Carlsbad, CA 92011
ATTN: Todd Darr
City: City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty -eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 Item: 16
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applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.6.2 Ownership of Materials and Confidentiality.

3.6.2.1 Documents & Data; Licensing o f Intellectual Property . This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subconsultants to agree in writing that City is granted a non -exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data.

Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Con sultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk.

3.6.2.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. C onsultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

3.6.2.3 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by t he California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information.

Consultant shall have five (5) working days after receipt of the Release Notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non-appealable order by a court of competent jurisdiction requires that City release such information.

3.6.3 Cooperation; Further Acts . The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 Item: 16
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appropriate or convenient to attain the purposes of this Agreement.

3.6.4 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action.

3.6.5 Indemnification.

To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorneys fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Consultant or the City, its officials, officers, employees, agents or volunteers.

If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional ” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adju dication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

3.6.6 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.

3.6.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.

3.6.8 Time of Essence. Time is of the essence for each and every provision of this Agreement.

3.6.9 City's Right to Employ Other Consultants . City reserves right to employ other consultants in connection with this Project.

3.6.10 Successors and Assigns . This Agreement shall be binding on the successors and assigns of the parties.

3.6.11 Assignment or Transfer . Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 Item: 16
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hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.

3.6.12 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

3.6.13 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.6.14 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

3.6.15 No Third -Party Beneficiaries . There are no intended third party beneficiaries of any right or obligation assumed by the Parties.

3.6.16 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.6.17 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide em ployee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

3.6.18 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non -discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.6.19 Labor Certification. By its signature hereunder, Consultant certifies that it DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 Item: 16
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is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.

3.6.20 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

3.6.21 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

3.7 Subcontracting.

3.7.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, s hall contain a provision making them subject to all provisions stipulated in this Agreement.

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CITY OF LAKE FOREST ABTECH TECHNOLOGIES, INC.

By:

[AUTHORIZED CITY SIGNATURE]

By:

[VENDOR SIGNATURE 1]
Robert Pequeño
Mayor
[INSERT NAME 1]
[INSERT TITLE 1]
[If Corporation, TWO SIGNATURES,
President OR Vice President AND
Secretary OR Treasurer REQUIRED]
ATTEST:

By:

[VENDOR SIGNATURE 2]
[INSERT NAME 2]
[INSERT TITLE 2]
By:

[CITY CLERK SIGNATURE]

Lisa Berglund
City Clerk

APPROVED AS TO FORM:

By:

[CITY ATTORNEY SIGNATURE]

Best Best & Krieger LLP
City Attorney

[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]

DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 ceo
Robert Russell
Treasurer
Robert Russell
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Exhibit “A”-1

EXHIBIT "A"

SCOPE OF SERVICES

Consultant shall perform professional services for the City as described in the following Scope of Services (“Scope”).

A. Implementation Services

1. Abtech will perform the following:

Phase Description Location

1.0 Pre-Implementation
Project Kick-off
 Prior to starting project, have conference
call with Customer stakeholders to:
o Review the project Scope and
approach.
o Discuss service readiness of
environment:
 Verify status, configuration,
and accessibility of existing
environment.
o Plan and schedule the installation
and configuration tasks.
 Assign the pre-installation responsibilities
between Customer and Abtech.
 Review physical requirements: rack
space, power, network connections, network
configuration information.
 Verify software requirements, licensing,
etc.
 Exchange contact, procedural, and
schedule information between Customer and
Abtech.
 Agree on decommissioning steps and
final disposition of old equipment.

Remote

2.0 Implementation

2.1 Installation and Configuration of Equipment. Abtech will:
 Rack, cable, and label PowerStore SAN.
 Rack, cable, and label PowerEdge 740
host.
 Bring array and host online.
 Provide remote access to array and host.

Onsite
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2.2 Abtech will:
 Access PowerStore Discovery to begin
configuration.
 Update firmware
 Configure iSCSI connections from hosts
to array.
 Configure switching per best practice.
 Initialize array, create fault domains, and
create disk pool.
 Create hosts on array and present LUNs.
 Test and document
 Provide knowledge transfer to Abtech
Managed Services
 Provide System Documentation to City
 Revise Visio System Diagrams
 Update records in City’s Asap inventory
system.

Remote
Completion criteria for this phase: Array configured.

LUNs created and host access tested. Knowledge
Transfer completed. Documetation delivered

2.3 Data Migration
 Abtech will migrate data from existing Dell
SAN to new PowerStore array and test.
 Abtech will coordinate testing by City
staff.
o Testing will include business
applications of affected departments.

Remote
Completion criteria for this phase: Array configured.

LUNs created and host access tested. Knowledge
Transfer completed. Documentation delivered.

2.4 Decommissioning
 Existing R730 host servers to be
decommissioned and powered off. It shall be
disconnected but remain racked.
 Existing Dell SAN to be decommissioned
at the request of the City approximately 90
days after the commissioning of the
PowerStore SAN and prior to the termination
of this Agreement. At that time it shall be
disconnected but shall remain racked.

Onsite

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2. Hours

Service Description Quantity (hrs)
Consulting - Level 3 Sr. Engineer/Architect 45
Consulting - Level 2 Engineer 18
Consulting - Project Management 28

3. Workmanship

a. Only professionally qualified and certified staff shall perform technical work on the City’s IT infrastructure.
b. All work shall be completed in a professional manner following recommended manufacturer guidelines and industry best practices

B. Equipment

Consultant shall procure the following equipment on behalf of the City:

1. Dell PowerStore Storage Area Network (SAN)

Qty Dell Part No. Part Description
1 210-ASTZ PowerStore 1000T BASE ENC. FLD INST
1 370-AEZP 384GB Appliance DIMM 192GB Per Node
10 400-BGGM P1 25X2.5 NVME SED SSD 3.84TB
1 528-BTZK PowerStore Base SW
1 406-BBQI 10GBE OPTICAL 4 PORT CARD PAIR
2 407-BCGF 10GBE OPTICAL SFP PAIR
1 450-AIOO Dual 2200W (100-120V) PSU incl C19/C20 PWR Cords Requires Cust Supplied Step Up Transformer
1 343-BBMR BASE UNIT CONFIG KIT
1 876-2885 3 Years ProSupport Plus Mission Critical 4 Hour Onsite Service
1 876-2892 5 Years ProSupport and Mission Critical 4 Hour Onsite Service
1 876-2895 ProSupport Mission Critical 7x24 Technical Support and Assistance 3 Years
1 989-3439 3 Years ProSupport and Mission Critical 4 Hour 7x24 Onsite Service 24TB
10 828-4819 ProSupport: Mission Critical 4-Hour 7x24 On-Site Low Capacity SSD Add-On 3 Years
1 332-1286 US Order
1 210-ATXO AppSync for PowerStore
1 528-BYHF AppSync Str Pk for PowerStore=CB
1 900-9997 On-Site Installation Declined
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1 828-5722 ProSupport Mission Critical for AppSync Starter Pack Software Support Maintenance 3 Years
1 828-5766 ProSupport Mission Critical for AppSync Starter Pack Software Support Contract 3 Years

2. Dell PowerEdge 740 Server

Qty Dell Part No. Part Description
1 210-AKXJ PowerEdge R740 Server
1 329-BEIK PowerEdge R740/R740XD Motherboard
1 461-AAIM Trusted Platform Module 2.0 V3
1 321-BCSI No Hard Drive No Backplane chassis
1 340-CORZ PowerEdge R740 Shipping Material
1 338-BTWP Intel Xeon Gold 5218N 2.3G 16C/32T 10.4GT/s 22M Cache Turbo HT (110W) DDR4-2666
1 338-BTWP Intel Xeon Gold 5218N 2.3G 16C/32T 10.4GT/s 22M Cache Turbo HT (110W) DDR4-2666
1 379-BDCO Additional Processor Selected
1 412-AAIQ Standard 1U Heatsink
1 412-AAIQ Standard 1U Heatsink
1 370-AEVR 3200MT/s RDIMMs
1 370-AAIP Performance Optimized
6 370-AEVP 64GB RDIMM 3200MT/s Dual Rank
1 780-BCDH Diskless Configuration (No RAID No Controller) 1 403-BCHP BOSS controller card + with 2 M.2 Sticks 240G (RAID 1) FH
1 634-BWZG VMware ESXi 7.0 U2 Embedded Image (License Not Included)
1 421-5736 No Media Required
1 385-BBKT iDRAC9 Enterprise
1 528-BIYY OpenManage Enterprise Advanced
1 379-BCQV iDRAC Group Manager Enabled
1 379-BCSG iDRAC Legacy Password
1 330-BBHB Riser Config 2 3 x8 1 x16 slots
1 540-BBUK Broadcom 57416 Dual Port 10GbE BASE-T & 5720 Dual Port 1GbE BASE-T rNDC
1 540-BBUH Broadcom 57412 Dual Port 10GbE SFP+ Adapter PCIe Full Height
6 470-AAGP Dell Networking Cable SFP+ to SFP+ 10GbE Copper Twinax Direct Attach Cable 3 Meter
1 429-ABBJ No Internal Optical Drive
1 384-BBPY 6 Standard Fans for R740/740XD
1 450-AJSC Dual Hot-plug Redundant Power Supply (1+1) 750W 2 450-AALV Power Cord - C13 3M 125V 15A
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2 492-BBDI C13 to C14 PDU Style 12 AMP 6.5 Feet (2m) Power Cord North America
1 325-BCHU PowerEdge 2U Standard Bezel
1 350-BBJU Quick Sync 2 (At-the-box mgmt)
1 750-AABF Power Saving Dell Active Power Controller
1 770-BBBR ReadyRails Sliding Rails With Cable Management Arm 1 631-AACK No Systems Documentation No OpenManage DVD Kit 1 332-1286 US Order
1 813-9119 Dell Hardware Limited Warranty Plus On-Site Service 1 813-9126 ProSupport: Next Business Day On-Site Service After Problem Diagnosis 3 Years
1 813-9138 ProSupport: 7x24 HW/SW Technical Support and Assistance 3 Years
1 989-3439 3 Years ProSupport and Mission Critical 4 Hour 7x24 Onsite Service 24TB

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Exhibit “B”-1

EXHIBIT "B"

SCHEDULE OF SERVICES

Consultant shall provide the services described above under Exhibit “A” Scope of Services as directed by the City.

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EXHIBIT "C"

COMPENSATION
A. Consultant shall be paid for services rendered in accordance with the Agreement, and as described above under the Scope of Services, a not-to-exceed amount of one hundred fifteen thousand seven hundred and four dollars ($115,704.00).

B. Invoices

1. Consultant may submit invoices for equipment procurement per Exhibit “A” upon delivery to the City.

2. Consultant may submit invoices for services per Exhibit “A” on or near the last day of each month during which work is performed.

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Exhibit “D”-1

EXHIBIT “D”

INSURANCE REQUIREMENTS

3.2.11 Insurance.

3.2.11.1 Time for Compliance . Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.

3.2.11.2 Types of Insurance Required . As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agreement, t he Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so.
(A) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occurrence" form CG 0001, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement. (B) Automobile Liabili ty Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering "Any Auto" (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $1,000,000 combined limit for each occurrence. (C) Workers' Compensation: Workers' Compensation
Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease. (D) Professional Liability (Errors & Omissions): Professional Liability insurance or Errors & Omissions insurance appropriate to Consultant’s profession with limits of not less than $1,000,000. Covered professional services shall specifi cally include all work to be performed under the Agreement and delete any exclusions that may potentially affect the work to be performed (for example, any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks, laboratory analysis, soil work, etc.). If coverage is written on a claims-made basis, the retroactive date shall precede the effective date of the initial Agreement and continuous coverage will be maintained or an extended reporting period will be exercised for a period of at least three (3) years from termination or expiration of this Agreement.

3.2.11.3 Insurance Endorsements . Required insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:
(A) Commercial General Liability:

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

Additional Insured Endorsements shall not (1) be
restricted to "ongoing operations"; (2) exclude "contractual liability"; (3) restrict coverage to "sole" liability of Consultant; or (4) contain any other exclusions contrary to the terms or purposes of this Agreement. For all policies of Commercial General Liability insurance, Consultant shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37 10 01 (or endorsements providing the exact same coverage) to effectuate this requirement. (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability:
(C) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.

3.2.11.4 Professional Liability (Errors & Omissions):
(A) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Contractual Liability Exclusion Deleted: This insurance shall include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.

3.2.11.5 Workers' Compensation:
(A) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.

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

3.2.11.7 Waiver of Subrogation . All policies of Commercial General Liability and Automobile Liability insurance shall contain or be endorsed to waive subrog ation against the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 Item: 16
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waive their right of recovery prior to a loss. Consu ltant hereby waives its own right of recovery against the City, its officials, officers, employees, agents, and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants.

3.2.11.8 Deductibles and Self-Insured Retentions. Any deductible or self- insured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents, and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self -insured retention.

3.2.11.9 Evidence of Insurance . The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorse ment that has not been submitted to the City for approval. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expirati on of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.

3.2.11.10 Failure to Maintain Coverage . In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement effective upon notice.

3.2.11.11 Acceptability of Insurers . Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.

3.2.11.12 Enforcement of Agreement Provisions (non estoppel) .

Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligation on the City nor does it waive any rights hereunder.

3.2.11.13 Requirements Not Limiting . Requirement of specific coverage or minimum limits contained in this Appendix are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance.

3.2.11.14 Insurance for Subconsultants . Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing DocuSign Envelope ID: 453FD2D2-672F-40B0-9EB4-41284FB5E178 Item: 16
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subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.

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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/06/2022
DEPARTMENT: Community Development
SUBJECT:

CONTINUED PUBLIC HEARING REGARDING AN ORDINANCE OF THE CITY OF LAKE FOREST, CALIFORNIA, REPEALING CHAPTER 9.224 AND ADDING CHAPTER 1.18 TO THE LAKE FOREST MUNICIPAL CODE REGARDING

REASONABLE ACCOMMODATIONS
RECOMMENDED ACTION(S):

Introduce for first reading an Ordinance Entitled: AN ORDINANCE OF THE CITY OF LAKE FOREST, CALIFORNIA, REPEALING CHAPTER 9.224 AND ADDING CHAPTER 1.18 TO THE LAKE FOREST MUNICIPAL CODE REGARDING

REASONABLE ACCOMMODATIONS AND FINDING THE ACTION TO BE

EXEMPT FROM CEQA
EXECUTIVE SUMMARY:

This Public Hearing was continued from the August 16, 2022, City Council meeting. The Federal Fair Housing Amendments Act of 1988 and California Fair Employment and Housing Act require local jurisdictions to establish a process by which persons with disabilities can request reasonable accommodations to the jurisdiction’s codes, rules, policies, practices, or services as necessary to afford persons with disabilities an equal opportunity to use or enjoy a dwelling. The City of Lake Forest’s (“City”) reasonable accommodation regulations are currently provided in Chapter 9.224 of the Lake Forest Municipal Code (“LFMC”).

This proposed ordinance (Attachment 1) amends the LFMC by repealing the current Chapter 9.224 and adding a new Chapter 1.18, which would govern the process by which persons with disabilities can request reasonable accommodations from the City. The LFMC amendments provided in this proposed ordinance are intended to further align the City’s reasonable accommodation regulations with State and federal law as well as best practices for implementing the same.

BACKGROUND:

Under California Government Code section 65583, each city must analyze in its housing element the special needs of disabled persons. Each housing element Item: 17
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also must analyze governmental constraints to the development and maintenance of housing for disabled persons, and include a program to provide reasonable accommodations from zoning and land use regulations to allow for the development of housing for disabled persons. In accordance with these requirements, the City Attorney's office reviewed the City's current provisions for the granting of reasonable accommodations and prepared certain amendments which further align the City’s reasonable accommodation regulations with state and federal law as well as best practices for implementing the same.

DISCUSSION:

It is the policy of the City to make reasonable accommodation in the application of programs, including zoning and land-use laws, for disabled persons, to the extent required under Federal and State disability laws. The purpose of the City's reasonable accommodations regulations is to establish a process for disabled persons to submit and for the City to review a request for reasonable accommodation. “Reasonable accommodation” means providing persons with disabilities flexibility in the application of City programs, including zoning and building regulations, policies, practices, and procedures, or waiving certain requirements when it is necessary to provide meaningful access to City programs or to eliminate barriers to housing opportunities for persons with disabilities.

A reasonable accommodation request may be made by any person with a disability, his or her representative, a developer or provider of housing, or provider of other services for persons with disabilities, when the application of a City program acts as a barrier to meaningful access to City programs or to fair housing opportunities for person with disabilities. An example of a reasonable accommodation is an exception to a minimum setback from a property line, as necessary to accommodate an elevator in the home of a person that uses a wheelchair.

The proposed ordinance establishes eligibility, the application process, the review process, the required findings for approval, and the appeal process for reasonable accommodations. Additionally, the proposed ordinance provides for modifications and revocations of approved reasonable accommodations. Under the proposed ordinance, the review authority is the City Manager or the City Manager‘s designee.

The proposed ordinance promotes accessibility for residents with special needs by clarifying and streamlining the City‘s process for requesting reasonable accommodations. The proposed ordinance also adds provisions for maintaining the confidentiality of the requester. Because State and Federal laws do not limit reasonable accommodation requests to those that pertain to zoning regulations, the updated ordinance is proposed as a chapter of Title 1 (General Provisions) of the Lake Forest Municipal Code, rather than as part of Title 9 (Planning and Item: 17
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Zoning), which is where the City‘s reasonable accommodation provisions currently reside. Accordingly, the recommended action repeals Chapter 9.224 (Attachment 2) and adds Chapter 1.18.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

1. Draft Ordinance Repealing LFMC Chapter 9.224 and Adding Chapter 1.18

2. LFMC Chapter 9.224
Initiated By: Ron Santos, Senior Planner
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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55136.00400\34985635.9
ORDINANCE NO. _____

AN ORDINANCE OF THE CITY OF LAKE FOREST,
CALIFORNIA, REPEALING CHAPTER 9.224 AND ADDING
CHAPTER 1.18 TO THE LAKE FOREST MUNICIPAL CODE

REGARDING REASONABLE ACCOMMODATIONS AND

FINDING THE ACTION TO BE EXEMPT FROM CEQA
WHEREAS, the Federal Fair Housing Amendments Act of 1988 and California Fair Employment and Housing Act require local jurisdictions to establish a process by which persons with disabilities can request reasonable accommodations to the jurisdiction’s codes, rules, policies, practices, or services as necessary to afford persons with disabilities an equal opportunity to use or enjoy a dwelling; and WHEREAS, under Government Code section 65583, each city must analyze in its housing element the special needs of disabled persons. Each housing element also must analyze governmental constraints to the development and maintenance of housing for disabled persons, and include a program to provide reasonable accommodations from zoning and land use regulations to allow for the development of housing for disabled persons; and
WHEREAS, in addition to the foregoing statutes, other state and federal disability laws require a city to provide reasonable accommodations for disabled persons in the application of city programs, including but not limited to the city’s land-use, zoning, and building regulations, as well as other programs, policies, practices, and procedures; and WHEREAS, the City of Lake Forest’s (“City”) reasonable accommodation regulations are currently provided in Chapter 9.224 of the Lake Forest Municipal Code (“LFMC”); and
WHEREAS, this Ordinance amends the LFMC by repealing the current Chapter

9.224 and adding a new Chapter 1.18, which will govern the process by which persons with disabilities can request reasonable accommodations from the City; and WHEREAS, the LFMC amendments provided in this Ordinance are intended to further align the City’s reasonable accommodation regulations with state and federal law as well as best practices for implementing the same; and WHEREAS, adoption of the Ordinance is exempt from further review under the California Environmental Quality Act (“CEQA”) per State CEQA Guidelines (14 Cal. Code Regs., § 15000 et seq.). Adoption of the Ordinance is exempt because the code amendment is an administrative activity that will not result in a direct or reasonably foreseeable indirect physical change to the environment. (§ 15060(c)(2).) Adoption of the Ordinance is also exempt because the code amendment is not a “project” as defined by section 15378, since it has no potential for resulting in a direct or indirect physical change to the environment. (§ 15060(c)(3)); and
WHEREAS, all legal prerequisites to the adoption of this Ordinance have occurred.

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NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA DOES ORDAIN AS FOLLOWS:

SECTION 1. Incorporation of Recitals. The City Council hereby finds and determines that the Recitals above are true and correct and incorporated herein.

SECTION 2.CEQA. The City Council determines that adoption of the Ordinance is exempt from further review under CEQA per State CEQA Guidelines (14 Cal. Code Regs., § 15000 et seq.). Adoption of the Ordinance is exempt because the code amendment is an administrative activity that will not result in a direct or reasonably foreseeable indirect physical change to the environment. (§ 15060(c)(2).) Adoption of the Ordinance is also exempt because the code amendment is not a “project” as defined by section 15378, since it has no potential for resulting in a direct or indirect physical change to the environment. (§ 15060(c)(3).) The City Council hereby directs City staff to file a Notice of Exemption within five days of the adoption of this Ordinance.

SECTION 3. General Plan. Based on the entire record before the City Council, and all written and oral evidence presented, the City Council hereby finds and determines that the Ordinance’s amendments to the LFMC are consistent with the City’s adopted General Plan for the reasons set forth below:

1. Health and Wellness Element Policy 1.8 encourages the City to address the accessibility requirements of special needs residents by supporting and partnering with organizations working in the community. This Ordinance promotes the accessibility requirements of residents with special needs by further clarifying and streamlining the City’s process for said individuals to request reasonable accommodations. Among other things, this process also allows organizations, developers, and other individuals to submit reasonable accommodation requests on behalf of a person with a disability.

For these reasons, this Ordinance is consistent with Health and Wellness Element Policy 1.8.

2. Health and Wellness Element Policy 2.2 encourages the promotion of land use plans that allow for a range of housing types and affordability options to support healthy living for families of various incomes and sizes. This Ordinance promotes the ability of residents with special needs to enjoy a wider variety of housing types in the City by streamlining the City’s process for requesting reasonable accommodations to local policies, rules, and/or development standards (as necessary to ensure an equal opportunity for said residents to use or enjoy a dwelling). Modifying or eliminating such policies, rules and standards promotes the ability of residents with special needs to use and enjoy housing that aligns with, among other things, their household’s budget and preferences. For these reasons, this Ordinance is consistent with Health and Wellness Element Policy 2.2.

3. Health and Wellness Element Policy 3.1 encourages the support of neighborhoods that sustain residents’ physical and mental health, create a Item: 17
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sense of community, foster safe public spaces, and support lifecycle housing opportunities. This Ordinance recognizes the unique requirements of the City’s residents with special needs by establishing a streamlined process for submitting and reviewing reasonable accommodation requests.

Creating a streamlined reasonable accommodation process is intended to facilitate the ability of residents with special needs to live and thrive in the housing of their choice. Thus, this Ordinance is consistent with Health and Wellness Element Policy 3.1.

4. Health and Wellness Element Policy 3.2 encourages the participation in local decision-making from persons who are traditionally underrepresented.

This Ordinance promotes the ability for residents with special needs to be part of the City’s decision-making process by ensuring that said residents have a user-friendly platform to request accommodations to the City’s policies, rules, and/or development standards (as necessary to ensure an equal opportunity to use or enjoy a dwelling). Collectively, this will facilitate the ability for said residents to ensure that their specific needs are brought to the attention of the applicable City decision-makers. For these reasons, this Ordinance is consistent with Health and Wellness Element Policy 3.2.

SECTION 4. Repealed. Chapter 9.224 (Request for Reasonable Accommodation) of the Lake Forest Municipal Code is hereby repealed in its entirety and is of no further force or effect.

SECTION 5. Reserved. Chapter 9.224 of the Lake Forest Municipal Code is hereby reserved for future use.

SECTION 6. New Chapter 1.18. Chapter 1.18 is hereby added to Title 1 (General Provisions) of the Lake Forest Municipal Code and shall read in its entirety as follows:
“Chapter 1.18 - Reasonable Accommodation
Section 1.18.010 – Request for Reasonable Accommodation A. Purpose and Intent. It is the policy of the City to make, as provided in this Chapter, reasonable accommodation in the application of its programs, including its zoning and land-use laws provided in Title 9 of this Code, for disabled persons, to the extent required under federal and state disability laws. The purpose of this Chapter is to establish a process for disabled persons to submit and for the City to review a request for reasonable accommodation.

B. Definitions. For the purposes of this Chapter, unless otherwise apparent from the context, certain words or phrases used in this section are defined as follows:

1. “City” means the City of Lake Forest, California.

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2. “Person with a disability” means a person who has a physical or mental impairment that makes achievement of a major life activity difficult, as defined by state and federal disability laws; anyone who is regarded as having such impairment; or anyone with a record of such impairment.

3. “RA Request” means a request for a Reasonable Accommodation submitted by, or on behalf of, a person with a disability.

4. “Reasonable Accommodation” means providing persons with disabilities flexibility in the application of City programs, including City land-use, zoning, and building regulations, policies, practices, and procedures, or waiving certain requirements when it is necessary to provide meaningful access to City programs or to eliminate barriers to housing opportunities for persons with disabilities.

5. “Review Authority” means the City Manager or the City Manager’s designee. See subsection (C) below.

C. Review Authority. The City Manager or the City Manager’s designee is the review authority on RA Requests. A denial of an RA Request may be appealed by the applicant to a hearing officer. The hearing officer’s decision is final.

D. Applicability.

1. Eligibility.
a. An RA Request may be made by any person with a disability, his or her representative, or a developer or provider of housing or other services for persons with disabilities, when the application of a City program, including a City land-use or building regulation, policy, practice or procedure, acts as a barrier to meaningful access to City programs or to fair- housing opportunities for persons with disabilities.
b. Federal and state disability laws afford no protection to persons with or without disabilities whose tenancy presents a direct threat to persons or the property of others. Determining whether someone’s tenancy poses such a direct threat must be made on an individualized basis, however, and may not be based on general assumptions or speculation about the
nature of a disability.

2. Eligible Request. The subject matter of an RA Request may include a modification or exception to the practices, rules, or standards of a City program or the development, siting, and use of housing or housing-related facilities that would eliminate regulatory barriers and Item: 17
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provide a person with a disability meaningful access to City programs and equal opportunity to housing of the person’s choice.

E. Application.

1. Requirements. An RA Request may be initiated with the Review Authority orally or in writing. The City will not require a requestor to use a particular form or medium to initiate an RA Request. The law requires the Reasonable Accommodation process to be iterative and interactive. City staff will assist requestors in completing their RA Request as needed to ensure that the process is accessible to persons with disabilities.

2. Administration. The City may create any forms, documents, online portals, telephone hotlines, or other methods to facilitate the submittal of RA Requests.

F. Review and Processing.

1. Request for Further Information. The Review Authority may request further information from the applicant consistent with state and federal disability laws and this section, specifying in detail the further information required.

2. Decision.
a. The Review Authority will approve, approve with conditions, or deny an RA Request in accordance with the required
findings in subsection "G" below.
b. Decision Timing and Content. The Review Authority will issue a written decision within 30 days of its receipt of a complete RA Request (including any additional information required under subsection "F.1" above). The written decision must:
explain in detail the basis of the decision in accordance with the required findings in subsection (G) below, give notice of the applicant’s right to appeal the decision, and be sent to the applicant by first-class mail with return receipt requested.

3. Compliance with other Regulations. An approved accommodation does not affect any person’s obligations to comply with all other applicable regulations not at issue in the requested accommodation.

4. Confidentiality. Any information identified by an applicant as confidential will be retained in a manner so as to respect the privacy rights of the applicant and will not be made available for public inspection, unless disclosure is otherwise required by state or federal law.

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G. Required Findings. Prior to approval of an RA Request, the following findings must be made consistent with federal and state disability laws:

1. When housing is the subject of the RA request, the housing will be used by a person with a disability protected under fair housing laws.

2. As applicable, the requested accommodation is necessary to make housing available to a person with a disability protected under the fair housing laws.

3. The requested accommodation would not impose an undue financial or administrative burden on the City.

4. The requested accommodation would not require a fundamental alteration in the nature of the City’s policies, practices, or procedures, including consideration of alternatives which may provide an equal level of benefit.

5. The requested accommodation will not result in a direct and significant threat to the health or safety of other persons or substantial physical damage to the property of others.

H. Appeals.

1. The action of the Review Authority is final unless appealed within 10 business days of the date that the applicant receives the Review Authority’s decision in the mail. The notice of appeal must be in writing. The Review Authority will schedule the appeal to be heard by a hearing officer within 30 calendar days from the date that the Review Authority receives the notice of appeal. The decision of the hearing officer is final and shall be mailed by first-class mail to the applicant with return receipt requested.

2. Assistance with Appeal. Upon request, the City will provide assistance to a person needing assistance with filing an appeal to ensure that the appeals process is accessible to persons with a disability.

I. Modifications Initiated by the Applicant. The applicant may apply for a modification to his or her approved accommodation. Any proposed modification will be treated by the City as a new RA Request and will be subject to the procedures set forth in subsections "A" – "H" above.

J. Modifications or Revocations Initiated by the City.

1. Review Authority and Findings. The Review Authority may make changes or revoke the approval of a Reasonable Accommodation when conditions of approval are violated, it is necessary to resolve a Item: 17
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nuisance, or when the RA Request contained incorrect, false, or misleading information.

2. Procedures. The Review Authority will notify the applicant of the change or revocation of the approval by first-class mail with return receipt requested no later than the next business day after the Review Authority’s decision. The applicant may appeal the Review Authority’s decision in accordance with subsection "H" above.” SECTION 7. Effective Date. This Ordinance takes effect 30 days following its adoption.

SECTION 8.Severability. If any provision of this Ordinance or its application to any person or circumstance is held to be invalid, such invalidity has no effect on the other provisions or applications of the Ordinance that can be given effect without the invalid provision or application, and to this extent, the provisions of this Ordinance are severable.

The City Council declares that it would have adopted this Ordinance irrespective of the invalidity of any portion thereof.

SECTION 9.Certification. The City Clerk shall certify to the adoption of this Ordinance and cause it, or a summary of it, to be published once within 15 days of adoption in a newspaper of general circulation available within the City of Lake Forest, and shall post a certified copy of this Ordinance, including the vote for and against the same, in the Office of the City Clerk in accordance with California Government Code section 36933.

Section 10. Record of Proceedings. The documents and materials that constitute the record of proceedings on which this Ordinance and the above findings are located at the City Clerk’s Office at 100 Civic Center Drive, Lake Forest, CA 92630.

PASSED, APPROVED AND ADOPTED this _____ day of _____________ 2022.

ROBERT PEQUEÑO, MAYOR
ATTEST:

LISA BERGLUND, MPA

CITY CLERK
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APPROVED AS TO FORM:

MATTHEW E. 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, do hereby certify that the foregoing Ordinance No. _______ was duly introduced and placed upon its first reading at a regular meeting of the City Council on the ___ day of ________, 2022, and thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council on the ___ day of _____ 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 2
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7/26/22, 9:58 AM Chapter 9.224 REQUEST FOR REASONABLE ACCOMMODATION https://library.qcode.us/lib/lake_forest_ca/pub/municipal_code/item/title_9-chapter_9_224?view=all#title_9-chapter_9_224-9_224_020 1/5 Lake Forest, California Municipal Code
Title 9 PLANNING AND ZONING
Chapter 9.224 REQUEST FOR REASONABLE ACCOMMODATION

9.224.010 Intent and purpose.

9.224.015 Application.

9.224.020 Required information.

9.224.025 Notice of request for accommodation.

9.224.030 Grounds for accommodation.

9.224.035 Notice of Director’s decision.

9.224.040 Director’s hearing.

9.224.045 Notice of Director’s decision following a hearing.

9.224.050 Appeal to Planning Commission.

9.224.010 Intent and purpose.

It is the policy of the City of Lake Forest to make, as provided in this chapter, reasonable accommodation in the application of its zoning laws for disabled persons, to the extent required under the California Fair Employment and Housing Act (FEHA), California Government Code § 12927(c)(1), and the Federal Fair Housing Act (FHA), 42 U.S.C. § 3604(f). The purpose of this chapter is to establish the process for disabled persons to request reasonable accommodation in the application of the City’s zoning laws where necessary to afford the disabled person an equal opportunity to use and enjoy a dwelling within the City.

For purposes of this chapter, the term “disabled” or “disability” shall have the same meaning as that term has in Section 12926 of the FEHA and Section 12211 of the Federal Americans with Disabilities Act, 42 U.S.C. § 12211. (Ord. 176 § 1, 2007)

9.224.015 Application.

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7/26/22, 9:58 AM Chapter 9.224 REQUEST FOR REASONABLE ACCOMMODATION https://library.qcode.us/lib/lake_forest_ca/pub/municipal_code/item/title_9-chapter_9_224?view=all#title_9-chapter_9_224-9_224_020 2/5 A. Any disabled person seeking a reasonable accommodation in the City’s application of its zoning may do so by filing a completed application with the Community Development Department (Department). The Community Development Director (Director) shall promulgate application forms for this purpose.

B. If the project for which the request is being made also requires any permit or entitlement requiring Planning Commission or City Council approval, then the applicant shall file the request together with the application for such permit or approval. (Ord. 176 § 1, 2007)

9.224.020 Required information.

Any disabled person seeking a reasonable accommodation shall provide the following information in the application:

A. Applicant’s name, address, and telephone number; B. Address of the property for which the request is being made; C. The current actual use of the property;
D. A description of the accommodation requested including reference to the zoning code provision, regulation or policy from which accommodation is being requested; E. The basis for the claim that the applicant is considered disabled under the FEHA and/or the FHA; and
F. A detailed explanation of why the accommodation is reasonable and why the accommodation is necessary to afford the applicant an equal opportunity to use and enjoy a dwelling in the City. (Ord. 176 § 1, 2007)

9.224.025 Notice of request for accommodation.

Written notice of a request for reasonable accommodation shall be given as follows:

A. In the event that there is no approval sought other than the request for reasonable accommodation, the notice shall be mailed to the owners of record of all properties which are immediately adjacent to the property which is the subject of the request.

B. In the event that the request is being made in conjunction with some other process, the notice shall be transmitted along with the notice of the other proceeding. (Ord. 176 § 1, 2007)

9.224.030 Grounds for accommodation.

A. The Director shall review each application for reasonable accommodation and, within five (5) days of receipt thereof, determine whether the application is complete. If the application is determined to be incomplete, the Director shall promptly give the applicant written notice of the additional information necessary to complete the application.

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7/26/22, 9:58 AM Chapter 9.224 REQUEST FOR REASONABLE ACCOMMODATION https://library.qcode.us/lib/lake_forest_ca/pub/municipal_code/item/title_9-chapter_9_224?view=all#title_9-chapter_9_224-9_224_020 3/5 B. Within thirty (30) days of receipt of an application that has been determined to be complete, the Director shall complete a review of the application and, pursuant to the standards provided in this section, either approve or deny the request. However, in the event that the applicant also seeks a permit or approval that is reviewed by the City’s Planning Commission, then the Planning Commission shall review the application for reasonable accommodation.

C. In approving or denying the request, the Director shall apply 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 monetary 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 adverse impact on surrounding land uses, or a public nuisance, that cannot be reasonably mitigated;

5. The accommodation is reasonably feasible, considering 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, whether 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 undue 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)

9.224.035 Notice of Director’s decision.

A. Within the time provided for approving or denying the application, the Director shall give the applicant written notice of the Director’s decision. Notice of the Director’s decision shall also be given to interested parties in the same manner as provided in Section 9.224.025, Notice of request for accommodation.

B. Within ten (10) days of the date the notice is mailed, any person may make a request for a Director’s hearing upon a decision.

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7/26/22, 9:58 AM Chapter 9.224 REQUEST FOR REASONABLE ACCOMMODATION https://library.qcode.us/lib/lake_forest_ca/pub/municipal_code/item/title_9-chapter_9_224?view=all#title_9-chapter_9_224-9_224_020 4/5 C. If no request for hearing is received, the decision shall become a final decision. (Ord. 176 § 1, 2007)

9.224.040 Director’s hearing.

If any person timely files a request for a Director’s hearing pursuant to Section 9.224.035(B), then the Director shall, within thirty (30) days of receipt of the request, conduct a public hearing and de novo review on the application for reasonable accommodation. The Director shall hear and consider all relevant evidence and credible testimony in applying the criteria set forth in Section 9.224.030, Grounds for accommodation. (Ord. 176 § 1, 2007)

9.224.045 Notice of Director’s decision following a hearing.

A. Within five (5) days after the hearing, the Director shall issue a decision approving or denying the application, including any reasonable conditions.

B. The notice of decision shall contain the Director’s factual findings, conclusions, and reasons for the decision.

C. The notice of decision shall be made in the same manner as set forth in the previous section. (Ord. 176 § 1, 2007)

9.224.050 Appeal to Planning Commission.

Persons may appeal the Director’s decision after the hearing if they file a written appeal to the Planning Commission within ten (10) days of the date of the Director’s decision after hearing. The appeal shall be filed with a written statement of the basis for the appeal, and shall state all facts and arguments known to support the claim. The Planning Commission shall, within thirty (30) days of receipt of a timely filed appeal, conduct a public hearing and de novo review of the application for reasonable accommodation. The Planning Commission shall hear and consider all relevant evidence and credible testimony in applying the criteria set forth in Section 9.224.030, Grounds for accommodation.

Within five (5) days after the hearing, the Planning Commission shall issue a decision approving or denying the application, including any reasonable conditions. The notice of decision shall contain the Planning Commission’s factual findings, conclusions, and reasons for the decision. The notice of decision shall be made in the same manner as set forth in Section 9.224.025, Notice of request for accommodation.

If the initial decision on an application for reasonable accommodation is made by the Planning Commission after a public hearing, in lieu of an administrative decision by the Director under Section

9.224.030(B), Grounds for accommodation, then there shall be no right to request a Director’s hearing as provided in Section 9.224.040, Director’s hearing, and the decision of the Planning Commission shall instead be appealable directly to the City Council using the procedures in Chapter 2.04. (Ord. 176 § 1, 2007)
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/6/2022
DEPARTMENT: Community Development
SUBJECT:

FISCAL YEAR 2021-22 COMMUNITY DEVELOPMENT BLOCK GRANT
(CDBG) CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT (CAPER) AND CAPITAL IMPROVEMENTS PLAN APPROPRIATIONS

AMENDMENT
RECOMMENDED ACTION(S):

1. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING THE FY 2021- 2022 CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT

FOR THE CITY'S COMMUNITY DEVELOPMENT BLOCK GRANT

PROGRAM

2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2021-2028

CAPITAL IMPROVEMENTS PLAN, AMENDING APPROPRIATIONS FOR
FISCAL YEAR 2022-23.

EXECUTIVE SUMMARY:

The Community Development Block Grant (“CDBG”) Consolidated Plan (“Consolidated Plan”) is a five-year strategic plan that identifies priority housing and community needs and the City's activities to be carried out with CDBG funds to address these needs. Each year, the City Council adopts a CDBG expenditure plan, known as the Annual Action Plan (Attachment 4). The Annual Action Plan identifies the specific programs and projects funded with CDBG resources that address priority community needs.

As a CDBG recipient, the City is required to submit annually a Consolidated Annual Performance Evaluation Report (“CAPER”) to the U.S. Department of Housing and Urban Development (“HUD”). The CAPER (Attachment 3) is the City’s year-end performance report that describes the City’s progress and accomplishments utilizing its CDBG grant.

In Fiscal Year (“FY”) 2021-22, the City received a CDBG grant totaling $513,604.

In addition, the City had prior-year uncommitted funds ($203,508) and received Item: 18
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$87,510 in program income generated from the repayment of housing rehabilitation loans. A total of $804,622 of CDBG funds were available for expenditure in FY 2021-22. These funds were allocated to public service grants, housing rehabilitation loans, paint grants, public facility improvements, and program administration.

In addition to CDBG, the City received two (in 2020 and 2021 respectively) CDBG-Coronavirus funding allocations totaling $862,153 as part of the Coronavirus Aid, Relief and Economic Security Act of 2020 (“CARES Act”) to prevent, prepare for, or respond to the Coronavirus pandemic. Funding was used to assist local businesses impacted by the pandemic, and to fund non-profit agencies providing rent and utility relief, food, and case management assistance to Lake Forest households impacted by the COVID-19 pandemic.

Also in 2020, HUD waived the 15 percent cap on allocation of regular CDBG funds to public services, which allowed the City to “super-fund” public service grants. A significant percentage of these super funds were utilized during the FY 2021-22 reporting period. In April 2022, the City Council approved reallocation of portions of the CDBG-CV grant to support public facility improvements aimed at preventing the spread of COVID-19 among the City’s senior population. Funding was also allocated for homeless outreach, rent/utility assistance, and program administration. These activities will be fully implemented during the FY 2022-23 report period.

Approval of the CAPER carries no fiscal impact. Upon the City Council’s approval, the City will submit the CAPER to HUD by the September 28, 2022, deadline.

Staff is also requesting adoption of a resolution providing for reprogramming of $72,565 of unspent/unallocated FY 2021-22 CDBG funds for two previously approved capital improvement projects: ADA ramps ($52,000) and accessible pedestrian signals ($20,565). The augmented funding would allow additional ramps and signals to be installed. The draft resolution also provides for the carry forward of $332,373 of CIP appropriations to complete CDBG-funded improvements at El Toro Park and ADA ramps. These projects were funded with CDBG in prior years but are still in progress.

BACKGROUND:

The City has been a recipient of CDBG funding since 1994. Through FY 2021- 22, the City has received a total of $12,629,194 in CDBG funding. CDBG is a formula grant allocated to local governments to develop viable urban communities by providing or supporting decent housing, a suitable living environment, and expanding economic opportunities principally for low- and Item: 18
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moderate-income persons. These funds have been utilized for various housing, neighborhood improvement, and social service programs that benefit the City’s low- to moderate-income residents. Specific projects initiated or completed in FY 2021-22 include neighborhood park improvements, the Housing Rehabilitation Loan and Neighborhood Pride Paint Grant programs, and various public services programs.

To receive the annual grant, the City must complete the following:

1. Adopt a Consolidated Plan.

The Consolidated Plan sets forth goals and objectives that guide the City’s CDBG funding priorities over five years. The City Council adopted the 2020- 24 Consolidated Plan on June 16, 2020. The Consolidated Plan objectives are summarized below:
•Rehabilitate the City’s existing single-family housing stock, including mobile homes;
•Conserve the existing supply of affordable housing;
•Provide supportive housing and services for the homeless and those at risk of becoming homeless;
•Provide needed community services and infrastructure improvements benefitting low and moderate-income persons and those with special needs; and
•Focus on expanding economic opportunities for low- and moderate- income residents.

2. Submit an Annual Action Plan to HUD of each year.

The Annual Action Plan outlines how the City will spend its CDBG funds to address the goals and objectives in the City’s Consolidated Plan. The City Council adopted the FY 2021-22 Annual Action Plan (Year 2 of the five-year Consolidated Plan cycle) on May 4, 2021, and subsequently approved an amendment on July 6, 2021. The amendment was required to add $7,459 in CDBG funding. This additional funding corrected a HUD mistake.

3. Submit a CAPER within 90 days from the close of a jurisdiction’s program year (September 28 of each year).

The CAPER provides a progress report regarding the most recently completed fiscal year. The report details how the CDBG grant assisted the City in meeting the goals and objectives outlined in the 2020-24 Consolidated Plan.

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DISCUSSION:

The City set objectives for meeting the housing and community needs identified in the 2020-24 Consolidated Plan, as required. The CAPER's purpose is to document the City’s FY 2021-22 CDBG program progress and accomplishments.

The FY 2021-22 CAPER is the second reporting year for the 2020-24 Consolidated Plan. The City’s annual achievements identified in the CAPER are linked to the Consolidated Plan's five-year goals.

Revenues and Expenditures
CDBG revenues received by the City in FY 2021-22 include the grant and program income in the form of housing rehabilitation loan repayments and interest. The City also utilized unspent prior year funds. A summary of FY 2021- 22 revenues and expenditures reported in the CAPER is provided in Tables 1 and 2 below:

TABLE 1: FY 2021-22 CDBG FUNDS SUMMARY
FY 2021-22 ALLOCATION: $513,604
PRIOR YEAR UNSPENT FUNDS: $203,508
PROGRAM INCOME: $87,510
TOTAL CDBG FUNDS: $804,622
TABLE 2: FY 2021-22 CDBG EXPENDITURE SUMMARY
PUBLIC SERVICE GRANTS: $133,566

HOUSING REHABILITATION LOAN & NEIGHBORHOOD
PRIDE PAINT GRANT PROGRAMS: $300,061
PARK IMPROVEMENTS (El TORO PARK): $33,234
PROGRAM ADMINISTRATION: $41,374
* TOTAL CDBG EXPENDITURE: $508,235
* The difference between “Total CDBG Funds” and “Total CDBG Expenditures” is "uncommitted prior year CDBG funds". Uncommitted funds will be committed to eligible activities as part of a future Annual Action Plan.

The City continued to expend CDBG-CV funds during the reporting period. The City is required to expend 80 percent of CDBG-CV funds by mid-2023, and 100 percent of CDBG-CV funds by mid-2026. Tables 3 and 4 show FY 2021-22 CDBG-CV funding and expenditures, respectively.

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TABLE 3: FY 2021-22 CDBG-CV FUND SUMMARY
CDBG-CV ALLOCATION ROUND 1: $302,281
CDBG-CV ALLOCATION ROUND 3: $559,872
* TOTAL CDBG-CV FUNDS: $862,153
* CDBG-CV Round 2 funds were allocated to states.

TABLE 4: FY 2021-2022 CDBG-CV EXPENDITURE SUMMARY
CDBG-CV PUBLIC SERVICE GRANTS: $26,664
CDBG-CV FACILITY IMPROVEMENTS: $10,871
CDBG-CV ADMINISTRATION: $16,403
TOTAL FY 2021-22 CDBG-CV EXPENDITURE: $53,938
FY 2020-2021 CDBG-CV EXPENDITURE: $253,316
TOTAL CDBG-CV FUNDS EXPENDED (over 2 years): $307,254
Completed Activities and Amendment
The activities undertaken during FY 2021-22 are consistent with the Annual Action Plan the City Council adopted in May 2021 and subsequently amended in July 2021. Specific CDBG-funded program accomplishments are summarized in Table 1 of the Draft FY 2021-2022 CAPER (Attachment 3). A summary of completed activities follows:
•Public Service Grants: CDBG-funded assistance was provided to 2,471 individuals through various public services (Attachment 3, page 1). Eight nonprofit organizations provided services to eligible Lake Forest residents.

Services included: food pantries, primary health care services, case management services for seniors, and daycare for seniors with Alzheimer’s, dementia, and disabilities. Additional funding aided households at risk of becoming homeless and those already homeless.

One organization, MOM's OC, was allocated $5,000 of funding in the 2021-22 Annual Action Plan, but subsequently declined to provide data supporting the eligibility of their clientele. Consequently, these funds were unspent and are part of the proposed reallocation of unspent funds discussed later in this report.
•Housing Rehabilitation: Twelve income-qualified homeowners received loans and completed needed home repairs and improvements (e.g., roofing, plumbing, electrical, and flooring) through the City’s Housing Rehabilitation Loan Program (Attachment 3, page 5). Expenditures for this activity totaled $282,556, of which $220,032 was paid with program Item: 18
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income generated by housing rehabilitation loan repayments (Attachment 3 – Appendix 1, page 22).
•Neighborhood Pride Paint Grants: Grant funds were provided to qualified homeowners to assist with painting the exterior of their residence. Four homeowners were assisted during the reporting period. Not all funds allocated for the program were utilized; therefore $6,439 will be reprogrammed.
•Public Facility Improvements: Two prior year projects were underway during the reporting period. Improvements at El Toro Park and installation of Accessible Pedestrian Signal ("APS") pushbuttons at two intersections were delayed due to supply chain and staffing challenges. A small amount of CDBG funding ($33,234) was utilized for these projects during the reporting period (Attachment 3 – page 4).
•Program Administration: Staff administered the CDBG program consistent with HUD guidelines, including the following activities: Preparation of the 2022-23 Annual Action Plan; and implementation of the 2021-22 Annual Action Plan, including financial grant management, sub-recipient program monitoring, environmental reviews, CAPER preparation, and management of HUD’s Integrated Disbursement and Information System (“IDIS”) for activity and financial reporting. The City is allowed to allocate up to 20 percent of the annual grant funds for program administration. FY 2021-22 expenditures for this activity totaled $41,374 (6.9 percent of total grant and revolving loan funds) (Attachment 3 – page 4).

As previously noted, the City continued to expend CDBG-CV during the FY 2021- 22 reporting period. These expenditures are summarized below:
•Public Services: CDBG-CV funding was allocated to three nonprofit agencies (Families Forward, Family Assistance Ministries, South County Outreach) to provide rent and utility assistance to lower-income Lake Forest residents impacted by the COVID-19 pandemic. A total of $26,664 was spent to assist 85 individuals during the reporting period (Attachment 3 – page 14).
•Public Facility Improvements: The City’s initial CDBG-CV1 funding plan allocated resources to purchase personal protective equipment (“PPE”) and other equipment for the Senior Center Clubhouse. Hand sanitizer dispensers and bulk sanitizer were purchased during the reporting period.

Additional equipment utilized for senior meal programs has been ordered but delivery was delayed due to supply chain issues. Subsequent to the April 2022 reallocation of CDBG-CV funds, the Public Works Department began work to design the patio cover to expand outdoor recreation and meeting space at the Senior Center Clubhouse. A total of $10,871 was Item: 18
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3 3
expended during the reporting period. Significant expenditures for these improvements are expected during FY 2022-23.
•Program Administration: During the reporting period, the City approved two substantial amendments to CDBG-CV funding. One amendment was to receive and allocate CDBG-CV3 funds, and the other was necessary to reallocate CDBG-CV funds. Additionally, administrative resources were required to manage subrecipients, coordinate expenditures with the City’s Finance Department, and prepare required reports. A total of $16,403 was utilized during the reporting period for administration. HUD allows up to 20 percent of grant funds to be used for administration (approximately $172,430). To date the City has utilized $31,508 or 3.7 percent (Attachment 3 – Appendix 1, page 18).

HUD allowed communities to super-fund public service grants in FY 2020-21.

Consequently, the City allocated $168,300 in CDBG funds to three non-profit organizations (Families Forward, Family Assistance Ministries and South County Outreach), to provide rent and utility assistance to lower-income Lake Forest residents impacted by the COVID-19 pandemic. These agencies were allowed three years to expend funds. During FY 2021-22, these agencies utilized $61,567 to assist 116 Lake Forest residents. At the end of the FY 2021-22 reporting period, a super-fund balance of $14,842 remains available to assist residents in FY 2022-23 (Attachment 3 – Appendix 1, page 11).

Reallocation of Prior-Year Unspent Funds/ Capital Improvements Plan Appropriations Amendment
The City will typically have a balance of unspent CDBG funds at the end of each fiscal year. Unspent funds are usually the result of project costs coming in under budget or canceled activities. Staff will typically hold these funds in reserve for programming in the subsequent Annual Action Plan funding cycle. A total of $72,565 in unspent/available to be reallocated funds has been identified at the close of FY 2021-22.

In consultation with Public Works Department staff, Community Development Department staff is recommending that FY 2021-22 unspent funds be allocated to two current CDBG-funded capital improvement projects: ADA ramp construction and APS installation. Allocating these funds at this time will help the City spend down CDBG fund balance and will allow Public Works staff to achieve an economy of scale for the respective projects. Table 5 summarizes the proposed allocation of unspent FY 2021-22 funds as provided for by Attachment 2 (Draft City Council CIP Budget Resolution).

TABLE 5: FY 2021-2022 UNSPENT CDBG REALLOCATION
CDBG-Funded Activity
Unspent
Funds
Reallocated
Funds
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FY 2021-22 Administration: $61,126 $0
FY 2021-22 Public Service Grant (MOMs OC): $5,000 $0
FY 2021-22 Neighborhood Pride Paint Grants: $6,439 $0
ADA Sidewalk Curb Ramps: $0 $52,000
APS Installation: $0 $20,565
TOTAL: $72,565 $72,565
In addition, Attachment 2 (draft Resolution) provides for an amendment to the Capital Improvements Plan (“CIP”) appropriations to carry over previously allocated unspent CDBG funds for two El Toro Park improvement projects ($191,791) and Phase 12 ADA curb ramps ($146,100). These projects were allocated CDBG funding in FY 2019-2020, 2020-21, and 2021-22 respectively and are pending completion. All proposed changes to the CIP appropriations are reflected in Table 6:

TABLE 6: CAPITAL IMPROVEMENT PLAN APPROPRIATIONS
As HUD regulations require, the City published a notice inviting public review of the CAPER and comments. The required 15-day review period began on August 22, 2022 and concluded on September 5, 2022. As of the writing of this report, the City has not received public comments. Staff will advise the City Council of any comments received after the preparation of this report. Staff recommends that the City Council adopt the attached resolution approving the FY 2021-22 CDBG CAPER.

FISCAL IMPACT:

Funding for the CDBG Program is provided annually by HUD. Subject to approval by the City Council, the Fiscal Year 2022-2023 Capital Improvements Funding
Source
Project Current
Budget
Carry
Forward
Increase
(Decrease)
Amended
Budget
CDBG Accessible
Pedestrian
Signals
0 0 $48,077 $48,077
CDBG El Toro Park
Improvements 0 $191,791 0 $191,791
CDBG ADA Ramps
Phase 12 0 $146,100 0 $146,100
CDBG ADA Ramps
Phase 14 $49,600 0 $52,000 $101,600
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Plan ("CIP") appropriations would be amended to reflect the proposed allocation of prior year unspent CDBG funds consistent with Table 5 above, and the carry forward of previously allocated CDBG funds for projects pending completion (Table 6 above). The amendments provide for a $482,050 increase to the current CIP budget for a total amended budget of $1,400,413.

ATTACHMENTS:

1. Draft City Council Resolution Approving the FY 2020-21 CDBG CAPER

2. Draft City Council Resolution Amending the FY 2022-23 Capital Improvements Plan Appropriations

3. Draft FY 2021-22 CDBG CAPER

4. FY 2021-22 CDBG Annual Action Plan
Initiated By: Ron Santos, Senior Planner
Submitted By: Gayle Ackerman, Director of Community Development Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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RESOLUTION NO. 2022-______

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, CALIFORNIA, APPROVING THE FY 2021-2022

CONSOLIDATED ANNUAL PERFORMANCE EVALUATION
REPORT FOR THE CITY’S COMMUNITY DEVELOPMENT

BLOCK GRANT PROGRAM
WHEREAS, the City of Lake Forest (“City”) is an entitlement grantee participating in the Federal Community Development Block Grant (“CDBG”) program; and
WHEREAS, the City is required to annually submit a Consolidated Annual Performance Evaluation Report (“CAPER”) to the U.S. Department of Housing and Urban Development (“HUD”), and the purpose of the CAPER is to provide a detailed accounting of the City’s progress on CDBG funded activities for that given program year; and
WHEREAS, the City received $513,604 in CDBG funds for program year 2021-2022 and continued to expend CDBG-Coronavirus (“CDBG-CV”) and has or will spend the funds in accordance with the City’s approved Action Plan, which the City Council approved in May 2021 and subsequently approved amendments to reallocate CDBG-CV funds.

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LAKE FOREST AS FOLLOWS:

SECTION 1. The foregoing recitals are true and correct and are incorporated herein and made an operative part of this Resolution.

SECTION 2. The City Council finds that this Resolution is not subject to the California Environmental Quality Act (“CEQA”) pursuant to Section 15061(b)(3) of the CEQA Guidelines, as the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

SECTION 3. The City of Lake Forest prepared a CAPER for program year 2021-2022 and made it available for public review and comment for 15 days prior to Council review.

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SECTION 4. The City of Lake Forest City Council reviewed the CAPER at a duly noticed public meeting held on September 6, 2022, and provided the opportunity for public comment.

SECTION 5. The City of Lake Forest City Council hereby approves the City’s 2021-2022 CAPER on September 6, 2022.

SECTION 6. If any provision of this Resolution is held invalid, the remainder of this Resolution shall not be affected by such invalidity, and the provisions of this Resolution are severable.

SECTION 7. This Resolution shall become effective upon its adoption.

SECTION 8. The Mayor shall sign this Resolution and the City Clerk shall certify the adoption thereof.

PASSED, APPROVED AND ADOPTED this 6th day of September 2022 by the following vote, to wit:

ROBERT PEQUEÑO
MAYOR
ATTEST:

LISA BERGLUND, MPA

CITY CLERK
APPROVED AS TO FORM:

MATTHEW E. RICHARDSON

CITY ATTORNEY
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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 6th day of September 2022, by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:
_____________________________

LISA BERGLUND, MPA

CITY CLERK
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5 1
0 6
3 ATTACHMENT 2
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RESOLUTION NO. 2022-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA, AMENDING THE 2021-2028

CAPITAL IMPROVEMENTS PLAN, AMENDING
APPROPRIATIONS FOR FISCAL YEAR 2022-23
WHEREAS, the 2021-2028 Capital Improvement Plan was adopted by the City Council on June 15, 2022; and
WHEREAS, the appropriations for Fiscal Year 2022-23 were adopted by City Council on June 21, 2022;
WHEREAS, modifications are now required as a result of changes during Fiscal Year 2022-2023.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE

FOREST DOES HEREBY RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:

Section 2. The CDBG Fund is amended for Fiscal Year 2022-23 as demonstrated in Exhibit A.

Section 3. The Director of Finance is hereby authorized to move appropriations between line items within departmental budgets in concurrent with Department Directors.

Section 4. The City Manager is hereby authorized to transfer appropriations from one department to another or between funds within the Operating Budget with notification to the City Council Audit Committee.

Section 5. The City Manager is hereby authorized to transfer appropriations from a capital improvement project to another existing project Item: 18
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3 within the adopted Capital Improvement Program with notification to the City Council Audit Committee.

Section 6. The City Clerk shall attest as to the adoption and execution of this Resolution and cause the same to be maintained in the permanent records of the City.

PASSED, APPROVED AND ADOPTED this 6th day of September 2022, by the following vote, to wit:

ROBERT PEQUEÑO
MAYOR
ATTEST:

LISA BERGLUND, MPA

CITY CLERK
APPROVED AS TO FORM:

MATTHEW E. RICHARDSON

CITY ATTORNEY

STATE OF CALIFORNIA )

COUNTY OF ORANGE ) SS

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:
_____________________________

LISA BERGLUND, MPA

CITY CLERK
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EXHIBIT A
AMENDMENTS TO 2021-2028 CAPITAL IMPROVEMENT PLAN,
FISCAL YEAR 2022-23 REVENUE ESTIMATES
Revenue Estimates
Capital Improvement Plan Appropriations
Fund Name Current Budget Increase
(Decrease)
Amended Budget
CDBG $918,363 $482,050 $1,400,413
Funding
Source
Project Current
Budget
Increase
(Decrease)
Amended Budget
CDBG Accessible
Pedestrian Signals 0 $48,077 $48,077
CDBG El Toro Park
Improvements 191,791 0 $191,791
CDBG ADA Ramps
Phase 12 146,100 0 $146,100
CDBG ADA Ramps
Phase 14 49,600 $52,000 $101,600
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ATTACHMENT 3
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2021-2022

CITY OF LAKE FOREST

CONSOLIDATED ANNUAL PERFORMANCE
& EVALUATION REPORT

DRAFT 8/23/22
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Contents
CR-05 - Goals and Outcomes ..................................................................................................................... 1 CR-10 - Racial and Ethnic composition of families assisted ....................................................................... 7 CR-15 - Resources and Investments 91.520(a) .......................................................................................... 8 CR-20 - Affordable Housing 91.520(b) ..................................................................................................... 11 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ................................. 14 CR-30 - Public Housing 91.220(h); 91.320(j) ............................................................................................ 16 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) .................................................................................... 17 CR-40 - Monitoring 91.220 and 91.230 ................................................................................................... 20 CR-45 - CDBG 91.520(c) ........................................................................................................................... 22 Attachments
Attachment 1: IDIS Program Reports
• PR03 (Appendix 1): CDBG & CDBG-CV Activity Summary Report (GPR) for Program Year 2021 • PR26 (Appendix 2): CDBG Financial Summary Reports 2021 Attachment 2: Map of CDBG-eligible Census Tract Block Groups Attachment 3: Summary of Fair Housing Impediments and Actions to Address Impediments Attachment 4: Public Notice and Summary of Public Comments

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CAPER 2021-2022 1
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.

91.520(a)
The City of Lake Forest 2020-2024 Consolidated Plan (ConPlan) established objectives for the City’s Community Development Block Grant (CDBG) program in order to create a viable community by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income. The objectives identified in the ConPlan included the following:

1. Rehabilitate the City’s existing single-family housing stock, including mobile homes,

2. Conserve the existing supply of affordable housing,

3. Provide supportive housing and services for the homeless and those at risk of becoming homeless,

4. Provide needed community services and infrastructure improvements benefitting low- and moderate-income persons and those with special needs, and

5. Focus on expanding economic opportunities for low- and moderate-income residents.

During Fiscal Year 2021-2022 (FY 21-22), the second year of the five-year ConPlan cycle, the City carried out a variety of activities to address ConPlan objectives, including the following:
• Assisted with the rehabilitation of 16 housing units owned by low- and moderate-income households
• Funded a variety of safety net public service grant programs to prevent homelessness and assist lower-income households – approximately 2,400 Lake Forest residents were assisted with FY 21- 22 funds
• Two capital projects were funded during the reporting period: El Toro Park/Aliso Creek Fence Replacement and upgrading existing sidewalk curb ramps to comply with ADA regulations. The City encountered delays with both projects due to staffing and supply chain challenges. Two prior year capital projects also remained stalled due to similar challenges (El Toro Park Improvements and APS installation).

In 2020, the HUD awarded the City $862,153 in two rounds of CDBG-Coronavirus (CDBG-CV) funding.

Round 1 funding was used to assist local businesses impacted by the pandemic. The balance of funding was allocated to three nonprofit agencies that provided rent and utility, food, and case management assistance to Lake Forest households impacted by the COVID-19 pandemic. These agencies continued to assist Lake Forest residents with CDBG-CV resources during FY 21-22. A total of 85 Lake Forest residents were provided rental or utility assistance, enhanced with case management and supportive services. In July 2021, the City Council authorized CDBG-CV 3 funding for additional business assistance grants and rent/utility assistance resources for residents impacted by the coronavirus. The inflow of significant business assistance and residential rental assistance funding from the State of California and the County of Orange prompted the City to reconsider its initial CDBG-CV Round 3 allocation. In April 2022, the City took action to reallocate CDBG-CV funds as part of a substantial amendment. Funds were allocated to support public facility improvements aimed at preventing the spread of the virus among the City’s senior Item: 18
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CAPER 2021-2022 2
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 population. Funding was also allocated for senior meal services, homeless outreach, rent/utility assistance, and program administration. These activities will be fully implemented during the FY 22-23 report period.

In addition to these CDBG-funded activities, the Orange County Housing Authority (OCHA) assisted 169 Lake Forest renter households with a rental assistance voucher or certificate. OCHA is the local public housing authority that administers the HUD rental assistance program in Lake Forest. Attachment 1 - Appendix 1 (IDIS Program Report PR03) summarizes CDBG and CDBG-CV funded accomplishments for FY 21-22.

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CAPER 2021-2022 3
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.

Table 1 - Accomplishments – Program Year & Strategic Plan to Date

GOAL CATEGORY SOURCE /

AMOUNT INDICATOR UNIT OF MEASURE
EXPECTED 5
YR.

STRATEGIC
PLAN
ACTUAL
5 YR.

STRATEGIC
PLAN
5 YR.

PERCENT

COMPLETE

EXPECTED
FY 21-22

PROGRAM
YEAR
ACTUAL
FY 21-22

PROGRAM
YEAR
FY 21-22

PERCENT

COMPLETE
Economic
Opportunities 1
Non-Housing
Community
Development
CDBG: $0 Businesses
assisted Businesses Assisted 50 81 162.00% 0 0 0.00%
Homeless
Continuum of
Care 2
Homeless
CDBG:
$101,317
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons Assisted 2,500 948 37.92% 612 66 10.78%
Homeless
Continuum of
Care 2
Homeless
Tenant-based
rental
assistance /
Rapid Rehousing
Households Assisted 50 0 0.00% 0 0 0.00%
Homeless
Continuum of
Care 2
Homeless
Homeless
Person
Overnight
Shelter
Persons Assisted 30 31 103.33% 11 10 90.91%
Homeless
Continuum of
Care 2
Homeless Homelessness
Prevention Persons Assisted 250 15 6.00% 238 4 1.68%
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CAPER 2021-2022 4
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22

GOAL CATEGORY SOURCE /

AMOUNT INDICATOR UNIT OF MEASURE
EXPECTED 5
YR.

STRATEGIC
PLAN
ACTUAL
5 YR.

STRATEGIC
PLAN
5 YR.

PERCENT

COMPLETE

EXPECTED
FY 21-22

PROGRAM
YEAR
ACTUAL
FY 21-22

PROGRAM
YEAR
FY 21-22

PERCENT

COMPLETE
Housing
Preservation
Affordable
Housing
CDBG:
$300,061
Homeowner
Housing
Rehabilitated
Household Housing
Unit 40 25 62.50% 13 16 123.08%
Infrastructure
and Facility
Improvements 3
Non-Housing
Community
Development
CDBG:
$33,234
Public Facility or
Infrastructure
Activities other
than
Low/Moderate
Income Housing
Benefit
Persons Assisted 7,500 0 0.00% 0 0 0.00%
Program
Administration 4 Administration CDBG:
$41,374 Other Other 450 163 36.22% 85 95 111.76%
Public Social
Services
Non-Homeless
Special Needs
Low &
Moderate-
income
Households
CDBG:
$32,250
Public service
activities other
than
Low/Moderate
Income Housing
Benefit
Persons Assisted 8,000 2,572 32.15% 1,691 2,296 135.78%

1. Business grants were funded with CDBG-CV during the FY 20-21 reporting period.

2. "Source/Amount" listed represents the total CDBG funds utilized for all Homeless Continuum of Care activities.

3. Two public infrastructure/facility projects were funded in FY 19-20; none in FY 20-21. Two additional projects were funded in FY 21-22; however, all projects have experienced delays.

4. Fair Housing services were funded as a public service during the FY 21-22 reporting period versus administration.

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CAPER 2021-2022 5
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

As summarized above, the City focused CDBG funds on addressing ConPlan priority needs during the reporting period. Consistent with the ConPlan, the City focused public service grant resources on safety net programs for lower-income households. In response to the COVID-19 pandemic, HUD waived the 15% public service cap, which allowed the City to “super-fund” public service grants – the City allocated approximately 38% of 2020 CDBG funds for public services. A significant percentage of these funds were utilized during the FY 21-22 reporting period. FY 21-22 reporting period accomplishments for regular CDBG funds include the following:
• South County Outreach’s food bank program allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. • Family Assistance Ministries provided food, rent, and utility assistance to lower-income households at risk of eviction and utility service shut-off. Program participants also benefitted from case management services.
• Families Forward provided transitional housing and rapid rehousing, including supportive services to homeless families with children.
• Camino Health Center provided reduced-cost medical and pediatric dental care services for lower-income households, including the uninsured and the homeless. • Age Well provided case management services to assess homebound seniors' health and living situation, thus helping seniors remain healthy and housed and avoid costly institutionalization in managed care facilities. Due to mandatory shut-down orders, services were offered via telephone well-checks.
• Alzheimer’s Orange County provided reduced-cost daycare services for seniors with Alzheimer’s, dementia, or disabilities. Due to mandatory shut-down orders, services were provided online or by telephone well-checks.
• Fair Housing Council of Orange County provided fair housing outreach, education, and enforcement service for tenants and landlords. Due to the COVID-19 pandemic, services were offered online.

The City’s housing rehabilitation program helped preserve and improve the City’s existing stock of owner-occupied housing (including mobile homes) - 12 homeowners received housing rehab assistance during the reporting period. Typical improvements include installing energy-efficient windows, heating/ac systems, plumbing, roofs, flooring, and exterior painting. The City’s Neighborhood Pride Paint program assisted four homeowners. As indicated above, OCHA provided rental assistance to 169 Lake Forest renter households, including seniors, disabled, homeless, and veteran households.

Two prior year public infrastructure/facility improvement projects were underway during the FY 21-22 report period: El Toro Park Improvements and Accessible Pedestrian Signals (APS) were initially funded in FY 19-20. Two new projects received CDBG funding in FY 21-22: El Toro Park/Aliso Creek Fence Item: 18
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CAPER 2021-2022 6
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 Replacement and the construction of ADA-compliant sidewalk curb ramps. These projects also experienced delays due to supply chain and staffing challenges. A summary of activities underway during FY 20-21 is provided in Attachment 1 - Appendix 1.

As previously detailed, CDBG-CV resources were available during the FY 21-22 reporting period to assist Lake Forest residents that experienced financial hardship due to COVID. Eighty-five Lake Forest residents were assisted with CDBG-CV resources during FY 21-22. CDBG-CV accomplishment and expenditure detail is provided in Attachment 1 - Appendix 1.

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CAPER 2021-2022 7
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
Table 2 – Assistance to Racial and Ethnic Populations by Source of Funds

CDBG CDBG-CV
White 2195 66
Black or African American 23 4
Asian 158 3
American Indian or American Native 9 0
Native Hawaiian or Other Pacific Islander 19 0
Other * 67 12
Total 2,471 85
Hispanic 1,685 38
Not Hispanic 786 47
* By default, Table 2 in IDIS excludes “Other” program beneficiaries and CDBG-CV program beneficiaries. CDBG figures exclude 110 individuals assisted with FY 20-21 funds.

Narrative
According to the U.S. Census Bureau, most Lake Forest residents are racially White – 63.3% (2020 American Community Survey 5-Year Estimates). This same data source reports that 18.1% of City residents are Asian, and 25.6% of the City’s population is Hispanic/Latino – these are City’s most prominent minority populations.

Based on the data from Table 2, 88.9% of CDBG program participants are White; most of these individuals are reported to be ethnically Hispanic/Latino (68.2%). A closer examination of the accomplishment data from individual activities provides added insight. Among homeless and safety net programs such as housing, food, and medical services, most clients served are lower-income Hispanic/Latino households. This data indicates that these households may be economically unstable and therefore seek assistance to stabilize their living situation. Table 2 also indicates that residents accessing CDBG-CV-funded services were predominately White (77.6%), many of whom are Hispanic (44.7%).

Accomplishment data provided for CDBG and CDBG-CV-funded activities also indicates that most program participants are extremely low-income Lake Forest residents (i.e., individuals with a household income equal to or less than 30% of the County median income). During the FY 21-22 reporting period,

91.3% of CDBG-funded program beneficiaries and 96.4% of CDBG-CV program beneficiaries are extremely low-income.

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CAPER 2021-2022 8
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Table 3 - Resources Made Available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG CDBG $804,622 $508,235
Other CDBG-CV $862,153 $307,255

Narrative
According to the City’s 2021-2022 Annual Action Plan, the City anticipated utilizing $717,508 in CDBG program resources to address community needs during the reporting period. This amount is comprised of the City’s 2021 CDBG Annual Allocation of $513,604, plus $203,508 in prior year funds. Due to the ongoing COVID-19 pandemic, the City anticipated receiving $0 in program income from housing rehabilitation loan repayments; however, the City received $87,510 in program income during the reporting period. As reported in Table 3, the City expended $508,235 in CDBG funds, including program income, during the FY 21-22 reporting period.

As previously reported, the City programmed more than 15% of FY 20-21 CDBG funds for public service grants in response to the local impacts of the COVID-19 pandemic. (The City refers to this FY 20-21 public service cap waiver as “super-funded” CDBG public service activities.) At the end of FY 20-21, $76,409 in super-funded CDBG funding was carried into FY 20-21. A total of $61,567 in CDBG super- funding was expended during the FY 21-22 report period. This funding is included in Table 3.

During the reporting period, the City did not receive additional CDBG-CV funds but continued to expend its allocation of $862,153 in CDBG-CV funds. As indicated in Table 3, cumulatively, $307,255 in CDBG-CV funds have been utilized during FY 20-21 and FY 21-22.

IDIS Program Report PR26 (Attachment 1 - Appendix 2) provides a detailed summary of CDBG and CDBG-CV expenditure for the report period.

Identify the geographic distribution and location of investments Table 4 – Geographic Distribution and Location of Investments Target Area
Planned
Percentage of
Allocation
Actual
Percentage of
Allocation
Narrative Description
CDBG Target
Areas 20 7 Census Tract Block Groups identified by HUD
as CDBG-eligible
Citywide 80 93 Citywide
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CAPER 2021-2022 9
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22

Narrative
As reported in Table 4, the City utilized 93% of CDBG funds to address the needs of lower-income Lake Forest residents on a citywide basis. A small percentage of CDBG funds was spent on El Toro Park; El Toro Park is located within the City’s CDBG Target Area. Attachment 2 provides a map of the City’s CDBG Target Areas. All CDBG-CV funds were spent on a citywide basis.

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CAPER 2021-2022 10
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.

The City of Lake Forest made every effort to leverage CDBG funds to the greatest extent possible. Unlike prior years, no additional resources were used to leverage CDBG funds during the FY 21-22 reporting period.

There is no match requirement for the CDBG (and CDBG-CV) program.

Item: 18
314

CAPER 2021-2022 11
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.

Table 5 – Number of Households Provided Affordable Housing Units by Household Type One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 13 16
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 13 16
Table 6 – Number of Households by Type of Housing Support One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 13 16
Number of households supported through
Acquisition of Existing Units 0 0
Total 13 16
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

Despite the challenges of the COVID-19 pandemic, the City exceeded planned housing rehabilitation program goals for the FY 21-22 reporting period. The 2021-2022 Annual Action Plan established a one- year goal to rehabilitate 13 owner-occupied housing units - program staff assisted with rehabilitating 16 units. OCHA assisted fewer Lake Forest households with rental assistance than anticipated. The City expected OCHA would assist 200 households during the reporting period – 169 households were assisted. (Note: The number of households assisted by OCHA is based on several factors out of the City’s control.)
Item: 18
315

CAPER 2021-2022 12
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 Discuss how these outcomes will impact future annual action plans.

Even though program staff exceeded planned housing rehabilitation goals during the report period, the program may face future challenges:

1. Increase in mortgage interest rates and home sales prices:
a. The City received less Revolving Loan income (i.e., program income) in FY 21-22 compared to recent years. Revolving Loan revenue is generated by the repayment of prior CDBG-funded housing rehabilitation loans. A decrease in this funding source and anticipated reductions in future CDBG allocations may reduce the amount of future resources supporting housing rehabilitation activity.
b. Recent press reports indicate that rising mortgage interest rates and home prices have led many homeowners to choose to rehabilitate their existing homes versus upgrading to a new home. This scenario may increase demand for limited CDBG funds allocated for housing rehabilitation.

2. Contractor capacity and supply chain issues:
a. The COVID-19 pandemic and other global events have stressed supply chain issues across multiple industries. Contractors have reported challenges in obtaining materials such as lumber, concrete, and fixtures, resulting in delays in beginning and completion of rehabilitation projects. Contractors also reported sharp increases in the price of materials.
b. Housing Rehabilitation Program staff reports that contractors are very busy; subsequently, contractors are not responding to program bid solicitations or requesting additional time to begin and complete projects.

In response to the cost of rehabilitation, the City will consider increasing the current maximum housing rehabilitation loan amount from $30,000 to $50,000; however, it is important to note that an increase in the maximum loan may limit the number of future program participants if sufficient funding is not available.

Approximately 5% of the City’s housing stock are mobile homes; however, many coach owners are lower-income residents with limited sources of income (e.g., social security, disability, pension).

This cohort of homeowners will likely continue to seek City assistance to rehabilitate their homes (e.g., eight of the 16 housing units rehabilitated during the FY 21-22 reporting period are mobile homes). The number of contractors specializing in mobile home rehabilitation is limited; however, in response to this challenge, the City will continue to appeal to new contractors to participate in the program, including efforts to attract additional minority and women contractors.

Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

Item: 18
316

CAPER 2021-2022 13
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 Table 7 – Number of Households Served
Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 2 0
Low-income 6 0
Moderate-income 8 0
Total 16 0

Narrative Information
Table 7 provides information regarding the households that received housing rehabilitation assistance during FY 21-22. OCHA reports that 169 Lake Forest very low-income and extremely low-income renter households received rental assistance during the FY 21-22 reporting period. The City is not a recipient of HOME funds.

Item: 18
317

CAPER 2021-2022 14
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
During FY 21-22, Lake Forest did not allocate CDBG funds for homeless outreach. Mercy House provided outreach and engagement services to chronic homeless with an Orange County Sheriff Homeless Liaison Officer's support - Mercy House was funded with non-HUD resources.

Addressing the emergency shelter and transitional housing needs of homeless persons During the FY 21-22 reporting period, the City did not fund emergency shelter or transitional housing programs.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The City’s homeless strategy delineated in the ConPlan calls for providing safety net services that help prevent individuals and families from becoming homeless. To this end, during the FY 21-22 reporting period, CDBG funding was allocated to Families Forward, Family Assistance Ministries, and South County Outreach to assist households at risk of becoming homeless. Cumulatively, these three agencies provided rent, utility, and food assistance to 80 lower-income Lake Forest residents during the reporting period. An additional 116 lower-income Lake Forest residents were assisted with rent/utility assistance during the reporting period with FY 20-21 Super-funded CDBG funds.

The City also allocated CDBG-CV funds to three agencies, which provided rent, utility, and food assistance to households impacted by the COVID-19 pandemic. Cumulatively, these agencies assisted 85 individuals during the reporting period.

Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
Item: 18
318

CAPER 2021-2022 15
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 As recently as FY 15-16, the City utilized local funds (former redevelopment resources) to acquire residential properties for permanent affordable housing. As reported in the 2015-16 CAPER, the City sold a four-unit apartment building to Families Forward. Families Forward operates these units as permanent, affordable housing for lower-income households, and these units will remain affordable for lower-income households for a minimum of 55 years. The City did not undertake a similar activity during the FY 21-22 reporting period; however, OCHA reports that 169 Lake Forest households were assisted with rental subsidies during the reporting period. This figure includes five disabled Lake Forest homeless households (benefitting from Continuum of Care Program Permanent Supportive Housing Certificates) and 18 homeless, disabled veteran households that benefitted from Veterans Affairs Supportive Housing (VASH) vouchers.

Item: 18
319

CAPER 2021-2022 16
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Lake Forest does not own or manage public housing.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable.

Actions taken to provide assistance to troubled PHAs
Not applicable.

Item: 18
320

CAPER 2021-2022 17
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The 2021-2022 Annual Action Plan indicated that the City would address affordable housing barriers by providing resources to assist social service agencies that provide fair housing counseling and housing referral services for low- and moderate-income and special needs populations. During FY 21-22, the City provided funds to the Fair Housing Council of Orange County (FHCOC). Services provided by the Council included outreach, education, and fair housing enforcement. A total of 95 households were assisted during the reporting period addressing 284 issues and disputes related to rental agreements, notices, security deposits, unit habitability, and more. FHCOC reports one housing discrimination complaint was received from a Lake Forest resident during the year; however, the issue was resolved through counseling.

The Consolidated Plan and Action Plan also indicated barriers to affordable housing development would be addressed by considering ways to reduce development fees and expedite the entitlement review process. As previously outlined, the City has provided various subsidies to create new affordable housing opportunities for lower-income households; however, no affordable housing development was completed during FY 21-22.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The City recognizes that special needs populations face challenges due to low income and their particular life situation. Special needs populations often require housing accommodations and supportive services. The City considers supportive services and housing for special needs populations a high priority. During FY 21-22, the City funded several public service agencies that provide a social safety net to help at-risk households. These services include free or reduced-cost food, healthcare, and daycare services.

Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The Residential Lead-Based Paint (LBP) Hazard Reduction Act of 1992 (Title X) changed the federal approach to addressing LBP by emphasizing preventing childhood lead poisoning through housing-based strategies. The City considers lead-based paint hazard reduction as an eligible activity in the City’s housing rehabilitation programs.

All application packets for the City’s housing rehabilitation programs include a notice to educate residents about the health dangers of lead and encourage children's screening for elevated blood-lead levels. Additionally, before federal funds are used for housing rehabilitation, all units are screened for lead-based paint hazards. Housing units identified with lead-based paint are treated, so paint hazards are abated per federal requirements.

Item: 18
321

CAPER 2021-2022 18
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 The use of lead-based paint has been prohibited since 1978. All housing units rehabilitated during FY 21-22 met an exemption allowed under HUD lead-based paint program regulations.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to data from the U.S. Census Bureau (2020: American Community Survey 5-Year Estimates – Table S1701), approximately 6.5% of Lake Forest residents have incomes below poverty. Specifically,

6.9% of City residents aged 65 and older and 8.3% of children under 18 have a household income below poverty. The Consolidated Plan and Annual Action Plan indicated that the City would support social services and housing activities for households living below the poverty line.

During the FY 21-22 reporting period, low-income seniors were assisted with CDBG-funded in-home support and case management services; these services were provided for free. The City also provided funding to Alzheimer’s Orange County, which provided daycare services for seniors with Alzheimer’s, dementia, or disabilities. The program offers various medical, therapeutic, and social services for lower- income seniors.

Recognizing that poverty-level households may need assistance affording food and health care, the City also provided financial assistance to nonprofits that provide primary health care and food bank services.

Service providers also offered clients career counseling and computer training to help clients develop the skills and knowledge necessary for today’s workplace.

In response to the economic impacts of the COVID-19 pandemic, the City provided significant CDBG-CV resources to help lower-income households maintain housing and utility services. According to program accomplishment data for FY 21-22, 96.4% of CDBG-CV funded-program beneficiaries are extremely low- income individuals.

Actions taken to develop institutional structure. 91.220(k); 91.320(j) During FY 21-22, the City continued efforts to eliminate institutional gaps and enhance program coordination with all community segments. For example, the City partnered with nonprofit entities to deliver public services. City departments also continued to collaborate to evaluate projects funded in whole or in part with CDBG funds that address priority needs. The City assisted OCHA by participating in the Cities Advisory Committee – a quarterly meeting of municipal and OCHA staff to discuss federal rental housing assistance and regional housing issues. The City also provided critical information and support for the regional Continuum of Care (CoC) as it prepares the County’s CoC Homeless Assistance grant application for HUD consideration. The City also supported efforts to develop the County’s Ten- Year Plan to end chronic homelessness and a regional discharge plan. Finally, the City coordinated with other Orange County grantees to prepare the 2020-2024 Orange County Analysis of Impediments to Fair Housing for a new five-year cycle.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
Item: 18
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CAPER 2021-2022 19
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 As indicated above, the City participated in regional coordination of services by participating in the quarterly Cities Advisory Committee held by OCHA to discuss federal rental housing assistance and as a member of the Orange County CoC Forum. The City has partnered with local nonprofit housing providers to expand affordable housing opportunities for lower-income households in the past years.

Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; and (5) comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate countywide fair housing planning. The Analysis of Impediments to Fair Housing Choice (AI) is the primary document utilized for this purpose. Consistent with HUD’s directive, the City partnered with 19 Orange County jurisdictions to prepare a countywide AI. The AI provides an overview of fair housing impediments throughout Orange County, including Lake Forest. The AI also includes an action plan to address regional and local fair housing impediments. Attachment 3 summarizes the steps the City and the Fair Housing Council of Orange County took to address fair housing impediments during FY 21-22.

Item: 18
323

CAPER 2021-2022 20
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
The City’s CDBG monitoring program is designed to provide program staff with information necessary to verify the accuracy of data supplied by sub-recipients, ensure that sub-recipients are carrying out individual activities as described in their contracts, and ensure sub-recipients use appropriate accounting and record-keeping methods as it relates to the use of CDBG funds. Program policies ensure sub-recipients receive training regarding CDBG grant management, including the following topics: 1) review CDBG program goals, objectives, and sub-recipient obligations; 2) review the content of the sub- recipient agreements; and 3) review regulations related to the CDBG program that impact sub-recipients and the implementation of their programs.

On-site monitoring of sub-recipients is conducted biennially unless program or administrative issues are identified, or the grant recipient is new to CDBG. The City conducted on-site monitoring during the FY 21-22 reporting period. In general, sub-recipients are complying with program requirements. Some programs did not meet planned performance goals. This low accomplishment is primarily due to COVID- 19 pandemic stay-at-home orders during the first half of the FY 21-22 report period.

During the reporting period, program staff worked closely with City departments to ensure CDBG program regulations and other federal requirements were implemented. City departments and public service grant sub-recipients submitted accomplishment reports. Sub-recipients are required to provide documentation to support CDBG reimbursement requests.

The City also made every effort to comply with all CDBG and Consolidated Plan regulations. The City’s Citizen Participation Plan ensures that community input is considered before submitting a substantial amendment or an annual update to HUD. It also provides residents the opportunity to review and comment on yearly performance. Construction, professional service, and sub-recipient agreements have been prepared to ensure compliance with applicable federal regulations. Additionally, the City has implemented an open procurement process that encourages bidding from minority and women-owned businesses.

Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.

The City published a notice in the Saddleback Valley News on August 18, 2022, announcing a 15-day public comment period and City Council meeting to encourage resident participation. The 2021-2022 CAPER was available for public review and comment from August 22, 2022, through September 5, 2022, online and at Lake Forest City Hall, located at 100 Civic Center. The Lake Forest City Council accepted Item: 18
324

CAPER 2021-2022 21
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 additional public comments at its September 6, 2022, meeting. A copy of this notice and a summary of public comments is provided in Attachment 4.

Item: 18
325

CAPER 2021-2022 22
OMB Control No: 2506-0117 (exp. 06/30/2018) Draft 8-23-22 CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

In April 2022, the City Council approved a third substantial amendment 2019-2020 Annual Action Plan to reallocate CDBG-CV funds. No other changes to the FY 2021-2022 Action Plan were undertaken during the reporting period.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

Not applicable
Item: 18
326

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2 - CDBG COMMITTED FUNDS ADJUSTMENT
IDIS Activity:

Project:
0004 - CONVERTED HOPWA ACTIVITIES
PGM Year:
1994
Description:

General Program Administration (21A)
Matrix Code:

Objective:

Outcome:

Open
,
National Objective:

Status:

Location:

01/01/0001
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
PI
Total
Pre-2015
1994
1995
2006
B94MC060584
B95MC060584
B06MC060584
$259,141.28
$0.00
$0.00
$0.00
$371,000.00
$0.00
$172,268.28
$0.00
($284,127.00)
$284,127.00
$0.00
$284,127.00
$543,268.28
$0.00
$543,268.28
Proposed Accomplishments
Number assisted:

Actual Accomplishments
Person
Hispanic
White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Owner
Total
Hispanic
Renter
Total
Hispanic
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
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0 Total:

Hispanic:
0 0
0 0
0 0
0 0
0 Female-headed Households:
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.

Attachment 1 - Appendix 1
Item: 18
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465 - El Toro Park Improvements
IDIS Activity:

Project:
0002 - El Toro Park Improvements
PGM Year:
2019
Description:

Parks, Recreational Facilities (03F)
Matrix Code:

Sustainability
Create suitable living environments
Objective:

Outcome:

Open
24031 Larkwood Ln Lake Forest, CA 92630-5100
National Objective:

LMA
Status:

Location:

CDBG funds for the installation of park improvements.
10/30/2019
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2019
B19MC060584
$91,470.00
$32,788.00
$44,763.00
$91,470.00
$32,788.00
$44,763.00
Proposed Accomplishments
Public Facilities : 1
Total Population in Service Area: 5,755
Census Tract Percent Low / Mod: 67.33
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2019
2020
2021
CDBG funds allocated for park improvements. In May 2020, $39,000 (2019 funds) of project funds were reallocated to activities to support CDBG-CV funded activities. Improvements including upgrading electrical distribution cabinet, park lighting, and installation of security gates at restrooms. Project design and bidding will take place in October/November 2020. It is anticipated that construction will begin in December 2020 and completed in March 2021.

Due to the COVID-19 pandemic, the City reallocated a portion of project funds ($39,000) to support public services and business assistance grants that addressed local impacts of the coronavirus. The reallocation of project funds resulted in a delay as project management staff prioritized park improvements to fit reduced funding. Additionally, the project was delayed due to widespread shortage of labor and products and materials. During the reporting period city staff prepared and circulated bids for components of the project. The project will most likely be underway during the FY 21-22 reporting period.

Pandemic-related delays continued to impact the project - primarily delays in sourcing materials for the project. Tennis courts have been resurfaced. Improvements to be completed include installation of new tennis court lights, upgrade to the electrical distribution cabinet, and installation of security gates at restrooms. It is anticipated that these improvements will be completed in 6 to 8 months.

Attachment 1 - Appendix 1
Item: 18
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477 - Accessible Pedestrian Signals (APS) Installation
IDIS Activity:

Project:
0014 - Accessible Pedestrian Signals (APS)
PGM Year:
2019
Description:

Sidewalks (03L)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMC
Status:

Location:

Installation of audible pedestrian signals at various intersections 02/22/2020
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2018
2019
B18MC060584
B19MC060584
$36,000.00
$0.00
$18,487.31
$10,000.00
$0.00
$0.00
$46,000.00
$0.00
$18,487.31
Proposed Accomplishments
People (General) : 300
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
211
White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
659
0 96
0 0
0 0
0 0
147
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
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Total:
0 0
0 0
0 0
902
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
902
0 902
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2019
2020
2021
CDBG funds allocated as part of a Substantial Amendment to add Accessible Pedestrian Signals at two intersections. Project design started in March 2020 and completed in April 2020; however, due to COVID-19 Stay-at-Home orders, the project is yet to be awarded. It is anticipated construction will begin and be completed during FY 2020-21.

The original project consisted of APS systems at the intersection of El Toro and Muirlands and Rockfield and Ridge Route. In addition, an ADA ramp was planned to be upgraded at the El Toro and Muirlands intersection. These improvements comprised the $36,000 identified in the program. The City bid the improvements in one package, but received high bids due to the different nature of the APS, electrical work, versus the ADA ramp construction. Due to high bids, the City re-bid the project separating the two components. The APS system was completed by Bear Electrical Solutions, Inc. in the amount of $17,892.50. The ADA ramp was deferred to be complete as part of other ADA ramp improvements to realize better economies of scale. The Activity is complete. The unexpended balance of $27,512.69 ($17,512.69 FY 2018 funds plus $10,000 FY 2019 funds) will be reprogrammed.

The APS system was completed by Bear Electrical Solutions, Inc. in the amount of $17,892.50. The ADA ramp was deferred to be complete as part of other ADA ramp improvements to realize better economies of scale. The Activity is complete. The unexpended balance of $27,512.69 ($17,512.69 FY 2018 funds plus $10,000 FY 2019 funds) may be reprogrammed. According to HUD Exchange data, 902 Lake Forest residents with a disability reside in the project area Census Tract (CT: 052411). According to the U.S. Census, 693 Lake Forest residents, age 18 plus, have hearing, vision and ambulatory difficulties.

Attachment 1 - Appendix 1
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484 - Families Forward
IDIS Activity:

Project:
0005 - Families Forward
PGM Year:
2020
Description:

Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:

Availability/accessibility
Provide decent affordable housing
Objective:

Outcome:

Completed 6/8/2022 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMC
Status:

Location:

Transitional housing, support services, and case management for homeless families 03/23/2021
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$56,100.00
$12,524.60
$56,100.00
$56,100.00
$12,524.60
$56,100.00
Proposed Accomplishments
People (General) : 25
Number assisted:

Actual Accomplishments
Person
Hispanic
0 4
0 0
0 0
0 0
0 0
0 0
7 11
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
8 11
9 0
0 0
0 1
0 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 30
Attachment 1 - Appendix 1
Item: 18
332

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
7 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
7 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
21 0
0 0
21 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
CDBG funds were allocated to provide interim or rapid rehousing and support services for homeless families with children. A total of 21 individuals were assisted during the FY 20-21 reporting period. A grant balance of $12,524.60 remains obligated at the end of the reporting period. This balance will be carried into the new program year as an unliquidated obligation.

CDBG funds used to provide case management, food, financial counseling, and workforce development services. A total 10 Lake Forest residents were assisted during the FY 21-22 report period. The activity is complete.

Attachment 1 - Appendix 1
Item: 18
333

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
8 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
8 of 57
485 - Family Assistance Ministry
IDIS Activity:

Project:
0006 - Family Assistance Ministry
PGM Year:
2020
Description:

Subsistence Payment (05Q)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 8/13/2022 12:00:00 AM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMC
Status:

Location:

Rental assistance to help prevent evictionhomelessness
03/23/2021
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$56,100.00
$48,041.98
$56,100.00
$56,100.00
$48,041.98
$56,100.00
Proposed Accomplishments
People (General) : 250
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 9
36 45
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
57 8
2 0
0 0
2 0
0 21
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 90
Attachment 1 - Appendix 1
Item: 18
334

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
9 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
9 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
74 8
0 0
82 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
Family Assistance Ministries used CDBG funds to provided food, rent, and utility assistance to lower-income households at risk of eviction and utility service shut-off. Program participants also benefitted from case management services. A total of 55 Lake Forest residents were assisted during the reporting period - all clients received food and case management services, 11 received rent or utility assistance. A grant balance of $48,041.98 remains obligated at the end of the reporting period. This balance will be carried into the new program year as an unliquidated obligation.

Family Assistance Ministries used CDBG funds to provided food, rent, and utility assistance to lower-income households at risk of eviction and utility service shut-off. Program participants also benefitted from case management services. A total of 82 Lake Forest residents were assisted during the reporting period - all clients received food and case management services, 21 received rent or utility assistance. All funds have been spent. The Activity is complete.

Attachment 1 - Appendix 1
Item: 18
335

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
10 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
10 of 57
486 - South County Outreach
IDIS Activity:

Project:
0011 - South County Outreach
PGM Year:
2020
Description:

Food Banks (05W)
Matrix Code:

Affordability
Provide decent affordable housing
Objective:

Outcome:

Open
7 Whatney Irvine, CA 92618-2839
National Objective:

LMC
Status:

Location:

Foodbank and case management services for lower-income individuals, individuals at risk of homelessness, and homeless individuals.

Funds will also be used to prevent evictions and utility shut-off. 03/23/2021
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$56,100.00
$1,000.00
$41,258.00
$56,100.00
$1,000.00
$41,258.00
Proposed Accomplishments
People (General) : 2,100
Number assisted:

Actual Accomplishments
Person
Hispanic
0 9
0 3
0 0
3 0
13 0
0 37
351
White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
620
24 68
3 13
3 7
28 0
72 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 18
336

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
11 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
11 of 57
416
Total:
0 0
0 0
0 0
838
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
664
74 95
5 838

99.4%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
South County Outreach used CDBG funds to support its food bank program which allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. A total of 838 Lake Forest residents benefitted from the program during the FY 20-21 reporting period. A grant balance of $15,842.00 remains obligated at the end of the reporting period. This balance will be carried into the new program year as an unliquidated obligation.

South County Outreach used CDBG funds to support its food bank program which allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. A total of 18 Lake Forest residents benefitted from the program during the FY 21-22 report period. A grant balance of $14,842.00 remains obligated at the end of the reporting period. This balance will be carried into the new program year as an unliquidated obligation.

Attachment 1 - Appendix 1
Item: 18
337

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
12 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
12 of 57
489 - CV-Families Forward
IDIS Activity:

Project:
0020 - CV-Public Services
PGM Year:
2020
Description:

Subsistence Payment (05Q)
Matrix Code:

Affordability
Provide decent affordable housing
Objective:

Outcome:

Completed 8/13/2022 12:00:00 AM
8 Thomas Irvine, CA 92618-2763
National Objective:

LMC
Status:

Location:

Emergency housing and utility assistance, and food bank services for individuals impacted by the Coronavirus 11/24/2020
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$63,218.00
$14,231.33
$63,218.00
$63,218.00
$14,231.33
$63,218.00
Proposed Accomplishments
People (General) : 125
Number assisted:

Actual Accomplishments
Person
Hispanic
0 1
0 0
0 0
0 0
0 0
0 4
18 23
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
26 3
4 0
0 0
0 0
0 5
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 38
Attachment 1 - Appendix 1
Item: 18
338

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
13 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
13 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
23 13
4 0
40 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
CDBG-CV funds were used to provide case management and rental assistance to help Lake Forest households impacted by the COVID-19 pandemic. A total of 38 individuals were assisted during the FY 20-21 reporting period.

CDBG-CV funds to prevent, prepare for, or respond to local impacts of the COVID-19 pandemic. A total of 26 individuals that were impacted by the COVID-19 pandemic were assisted with case management and rent assistance during the FY 21-22 report period. The Activity is complete.

Attachment 1 - Appendix 1
Item: 18
339

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
14 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
14 of 57
490 - CV-Family Assistance Ministries
IDIS Activity:

Project:
0020 - CV-Public Services
PGM Year:
2020
Description:

Subsistence Payment (05Q)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMC
Status:

Location:

Emergency housing and utility assistance, and food bank services for individuals impacted by the Coronavirus 11/24/2020
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$63,218.00
$11,546.73
$58,724.11
$63,218.00
$11,546.73
$58,724.11
Proposed Accomplishments
People (General) : 125
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 42
70 112
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
102
2 7
0 0
0 0
1 0
47 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
159
Attachment 1 - Appendix 1
Item: 18
340

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
15 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
15 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
136
21 0
0 157
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
CDBG-CV funds were used to provide case management and rental assistance to help Lake Forest households impacted by the COVID-19 pandemic. A total of 157 individuals were assisted during the FY 20-21 reporting period.

CDBG-CV funds to prevent, prepare for, or respond to local impacts of the COVID-19 pandemic. A total of 54 individuals were assisted with case management, food (food bank), and rent/utility assistance during the FY 21-22 report period, including 6 that benefitted from rent and/or utility assistance. An unexpended balance of $4,493.89 will be carried into FY 22-23 as an unliquidated obligation.

Attachment 1 - Appendix 1
Item: 18
341

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
16 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
16 of 57
491 - CV - South County Outreach
IDIS Activity:

Project:
0020 - CV-Public Services
PGM Year:
2020
Description:

Subsistence Payment (05Q)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMC
Status:

Location:

Emergency housing and utility assistance, and food bank services for individuals impacted by the Coronavirus 11/24/2020
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$102,388.00
$886.00
$63,218.00
$102,388.00
$886.00
$63,218.00
Proposed Accomplishments
People (General) : 125
Number assisted:

Actual Accomplishments
Person
Hispanic
0 3
0 1
0 0
0 0
5 0
0 38
138
185
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
221
21 28
1 2
0 8
7 0
64 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
352
Attachment 1 - Appendix 1
Item: 18
342

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
17 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
17 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
261
36 55
0 352
100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2020
2021
CDBG-CV funds were used to provide case management food and rental assistance to help Lake Forest households impacted by the COVID- 19 pandemic. A total of 352 individuals were assisted during the FY 20-21 reporting period.

Unspent CDBG-CV funds carried into FY 21-22. A total of 5 Lake Forest residents were assisted during the FY 21-22 report period - all benefitted from rental assistance and case management. An additional $39,170 in CDBG-CV funds were allocated in April 2022 to provide rent and utility assistance, case management, and other support services to respond to the needs of Lake Forest residents that have been financially impacted by COVID-19. These funds will be available during FY 22-23.

Attachment 1 - Appendix 1
Item: 18
343

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
18 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

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18 of 57
494 - CV - Program Administration
IDIS Activity:

Project:
0023 - CV - Program Administration
PGM Year:
2020
Description:

General Program Administration (21A)
Matrix Code:

Objective:

Outcome:

Open
,
National Objective:

Status:

Location:

CDBG-CV program oversight and coordination
11/24/2020
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$50,114.00
$16,403.41
$31,508.41
$50,114.00
$16,403.41
$31,508.41
Proposed Accomplishments
Number assisted:

Actual Accomplishments
Person
Hispanic
0 White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
Renter
Total
Hispanic
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Female-headed Households:
0 Attachment 1 - Appendix 1
Item: 18
344

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
19 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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Income Category:

Attachment 1 - Appendix 1
Item: 18
345

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
20 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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495 - CDBG Administration
IDIS Activity:

Project:
0001 - CDBG Administration
PGM Year:
2021
Description:

General Program Administration (21A)
Matrix Code:

Objective:

Outcome:

Open
,
National Objective:

Status:

Location:

CDBG program oversight and coordination, including public service grant management, preparation of reports, and IDIS management.

The Activity is complete.

An unspent balance of $61,126.46 (FY 2021 funds) will be reprogrammed. 01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2021
B21MC060584
$102,500.00
$41,373.54
$41,373.54
$102,500.00
$41,373.54
$41,373.54
Proposed Accomplishments
Number assisted:

Actual Accomplishments
Person
Hispanic
0 White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
Renter
Total
Hispanic
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 18
346

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
21 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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Female-headed Households:
0 Income Category:

Attachment 1 - Appendix 1
Item: 18
347

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
22 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
22 of 57
496 - Housing Rehabilitation Loans
IDIS Activity:

Project:
0002 - Housing Rehabilitation Loans
PGM Year:
2021
Description:

Rehab; Single-Unit Residential (14A)
Matrix Code:

Affordability
Provide decent affordable housing
Objective:

Outcome:

Completed 8/16/2022 8:18:37 PM
Address Suppressed
National Objective:

LMH
Status:

Location:

Loans to rehabilitate owner-occupied housing units
01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
RL
Total
2019
B19MC060584
$62,523.37
$62,523.37
$62,523.37
$220,032.33
$220,032.33
$220,032.33
$282,555.70
$282,555.70
$282,555.70
Proposed Accomplishments
Housing Units : 8
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
11 0
0 0
0 0
0 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 11
0 0
0 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 18
348

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
23 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

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0 Total:
12 0
0 0
12 0
0 Female-headed Households:
4 0
4 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
1 5
6 0
12 100.0%
Renter
0 0
0 0
0 Total
1 5
6 0
12 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG entitlement and revolving loan funds were used to provide a zero percent, deferred housing rehab loan to 12 Lake Forest lower-income homeowners. An unexpended balance of $779.50 (2019 funds) was reallocated to this activity from the FY 21-22 Paint Program (Act #497). The Activity is complete.

Attachment 1 - Appendix 1
Item: 18
349

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
24 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
24 of 57
497 - Paint Program Grants
IDIS Activity:

Project:
0003 - Paint Program Grants
PGM Year:
2021
Description:

Rehab; Single-Unit Residential (14A)
Matrix Code:

Availability/accessibility
Provide decent affordable housing
Objective:

Outcome:

Open
Address Suppressed
National Objective:

LMH
Status:

Location:

Grants to assist homeowners in painting the exterior of their home 01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2019
B19MC060584
$23,944.30
$17,505.18
$17,505.18
$23,944.30
$17,505.18
$17,505.18
Proposed Accomplishments
Housing Units : 5
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
2 0
0 0
4 0
2 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 2
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 4
0 0
Attachment 1 - Appendix 1
Item: 18
350

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
25 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

PR03 - LAKE FOREST
25 of 57
Female-headed Households:
2 0
2 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
1 1
2 0
4 100.0%
Renter
0 0
0 0
0 Total
1 1
2 0
4 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds allocated to assist homeowners to paint the exterior of their primary residence. A total of 4 households were assisted during the FY 21-22 report period. The Activity is complete. An unspent balance of $779.50 (2019 funds) was reprogrammed to the Housing Rehab Loan program (Act #496). The remaining unexpended balance of $6,439.12 (2019 Funds) will be reallocated.

Attachment 1 - Appendix 1
Item: 18
351

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
26 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

PR03 - LAKE FOREST
26 of 57
498 - Age Well Senior Services
IDIS Activity:

Project:
0004 - Age Well Senior Services
PGM Year:
2021
Description:

Senior Services (05A)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 8/13/2022 7:33:25 PM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMC
Status:

Location:

In-home support services for home-bound seniors
01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$7,500.00
$7,500.00
$7,500.00
$7,500.00
$7,500.00
$7,500.00
Proposed Accomplishments
People (General) : 16
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
1 1
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
24 0
0 0
0 0
0 0
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 26
Attachment 1 - Appendix 1
Item: 18
352

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
27 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
27 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
15 7
4 0
26 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds to support case management and support services for homebound seniors. A total of 26 Lake Forest seniors were assisted during the FY 21-22 report period. Services were provided by phone and in-person porch visits and included monitoring client safety, distribution of medical and adaptive equipment, referrals to in-home services such as meals-on-wheels. The activity is complete.

Attachment 1 - Appendix 1
Item: 18
353

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
28 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

PR03 - LAKE FOREST
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499 - Alzheimers Orange County
IDIS Activity:

Project:
0005 - Alzheimers Orange County
PGM Year:
2021
Description:

Senior Services (05A)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 8/13/2022 7:38:17 PM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMC
Status:

Location:

Adult daycare services
01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$5,000.00
$5,000.00
$5,000.00
$5,000.00
$5,000.00
$5,000.00
Proposed Accomplishments
People (General) : 25
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
3 3
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
17 0
3 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 20
Attachment 1 - Appendix 1
Item: 18
354

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
29 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
29 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
15 1
4 0
20 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds to support daycare services for adults with dementia and disabilities. A total of 20 Lake Forest residents were assisted during the FY 21-22 report period. Services were provided via Zoom, YouTube or Facebook, and later during the year, in-person. Activities include sing- alongs, crafts, and exercise, with the goal of increasing cognitive functions, reduce agitation, and improve overall health. The activity is complete.

Attachment 1 - Appendix 1
Item: 18
355

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
30 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
30 of 57
500 - Camino Health Center
IDIS Activity:

Project:
0006 - Camino Health Center
PGM Year:
2021
Description:

Health Services (05M)
Matrix Code:

Affordability
Create suitable living environments
Objective:

Outcome:

Completed 8/13/2022 7:39:12 PM
30300 Camino Capistrano San Juan Capistrano, CA
92675-1304
National Objective:

LMC
Status:

Location:

Low-cost medical and pediatric dental services
01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$12,250.00
$12,250.00
$12,250.00
$12,250.00
$12,250.00
$12,250.00
Proposed Accomplishments
People (General) : 1,600
Number assisted:

Actual Accomplishments
Person
Hispanic
0 3
0 7
0 4
0 0
0 0
6 18
1,576
1,614
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
2,042
12 138
9 17
0 0
0 0
32 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
2,250
Attachment 1 - Appendix 1
Item: 18
356

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
31 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
31 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
2,099
124
16 11
2,250

99.5%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds used to support low-cost primary care medical services. A total of 2,250 Lake Forest residents were assisted during the FY 21-22 report period. Services provided include acute care, chronic disease management, well-child exams, cancer detection screenings, immunizations, and lab services. Behavioral health services include support for chronic health concerns, psychosocial diagnostic assessments, short-term counseling. Dental services include exams, e-rays, cleanings fillings and limited emergency services. The activity is complete.

Attachment 1 - Appendix 1
Item: 18
357

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
32 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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501 - Fair Housing Council of OC
IDIS Activity:

Project:
0007 - Fair Housing Council of OC
PGM Year:
2021
Description:

Fair Housing Activities (if CDBG, then
subject to 15% cap) (05J)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 8/13/2022 7:39:51 PM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Fair housing outreach, education, enforcement services, and enhanced mediation services due to lifting of eviction moratorium.

A total of 79 Lake Forest residents were assisted during the 3 Qtrs. of the FY 21-22 report period.

No allegations of housing discrimination were received. 01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 9
8 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
62 4
6 0
2 0
0 0
0 21
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 18
358

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
33 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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0 0
17 Total:

Hispanic:
0 0
0 0
0 0
0 0
0 0
0 0
95 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
69 6
11 9
95 90.5%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds to support fair housing outreach, education and enforcement to address impediments to housing. A total of 95 Lake Forest residents were assisted during the FY 21-22 report period. The activity is complete.

Attachment 1 - Appendix 1
Item: 18
359

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
34 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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502 - Families Forward
IDIS Activity:

Project:
0008 - Families Forward
PGM Year:
2021
Description:

Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:

Availability/accessibility
Provide decent affordable housing
Objective:

Outcome:

Completed 8/16/2022 12:00:00 AM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Rapid rehousing and support services for homeless families with children 01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Actual Accomplishments
Person
Hispanic
0 3
0 0
1 0
0 0
0 0
0 0
3 7
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
5 3
1 0
0 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 10
Attachment 1 - Appendix 1
Item: 18
360

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
35 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
35 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
6 4
0 0
10 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds used to provide case management and support services for households living in interim housing. A total of 10 indivisuals were assisted during the FY 21-22 report period.

Attachment 1 - Appendix 1
Item: 18
361

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
36 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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503 - Family Assistance Ministry
IDIS Activity:

Project:
0009 - Family Assistance Ministry
PGM Year:
2021
Description:

Subsistence Payment (05Q)
Matrix Code:

Availability/accessibility
Provide decent affordable housing
Objective:

Outcome:

Completed 8/13/2022 7:40:42 PM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Rental assistance to help prevent evictionhomelessness
01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$8,250.00
$8,250.00
$8,250.00
$8,250.00
$8,250.00
$8,250.00
Proposed Accomplishments
People (General) : 238
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 1
2 3
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
2 0
0 0
0 0
0 0
0 2
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 4
Attachment 1 - Appendix 1
Item: 18
362

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
37 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

PR03 - LAKE FOREST
37 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
4 0
0 0
4 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds allocated to support a continuum of housing and support services options for Lake Forest residents at risk of homelessness or that are experiencing homelessness. FAM used CDBG-CV funds during the first 3 Qtrs of the FY 21-22 report period. A total of 4 Lake Forest residents were assisted during the FY 21-22 report period. Support services provided include case management, food (food bank), and toiletries/clothing. Eight (8) persons received rent and utility assistance. The Activity is complete.

Attachment 1 - Appendix 1
Item: 18
363

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
38 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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504 - MOMs Orange County
IDIS Activity:

Project:
0010 - MOMs Orange County
PGM Year:
2021
Description:

Health Services (05M)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Canceled 6/30/2022 12:00:00 AM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Education and health screening for pregnant women and new mothers and their babies.

The subrecipient was unable to document beneficiary income so they did not serve any Lake Forest residents.

The activity is cancelled.
$5,000 in unspent funds (FY 2020 funds) will be reprogrammed. 01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
No data returned for this view. This might be because the applied filter excludes all data.

Proposed Accomplishments
People (General) : 50
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 18
364

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
39 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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0 0
0 0
0 0
0 Total:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.

Attachment 1 - Appendix 1
Item: 18
365

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
40 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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505 - South County Outreach
IDIS Activity:

Project:
0011 - South County Outreach
PGM Year:
2021
Description:

Food Banks (05W)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Completed 8/13/2022 7:41:35 PM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Foodbank and case management services for lower-income individuals, individuals at risk of homelessness, and homeless individuals - funds will also be used to prevent evictions and utility shut-off
01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
2021
B20MC060584
B21MC060584
$16,767.31
$16,767.31
$16,767.31
$2,482.69
$2,482.69
$2,482.69
$19,250.00
$19,250.00
$19,250.00
Proposed Accomplishments
People (General) : 612
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 5
34 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
43 4
10 0
0 0
1 0
0 8
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 18
366

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
41 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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0 0
39 Total:

Hispanic:
0 0
0 0
0 0
0 0
0 0
0 0
66 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
49 4
13 0
66 100.0%
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds to support hunger and homelessness prevention. Funds used to assist w/ sub-recipient's rent. A total of 66 Lake Forest residents have been assisted during the FY 21-22 report period. The Activity is complete.

Attachment 1 - Appendix 1
Item: 18
367

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
42 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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506 - ADA Sidewalk Curb Ramps
IDIS Activity:

Project:
0012 - ADA Sidewalk Curb Ramps
PGM Year:
2021
Description:

Sidewalks (03L)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMC
Status:

Location:

Installation of sidewalk curb ramps that comply with current ADA regulations 01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2019
2020
B19MC060584
B20MC060584
$100,587.26
$0.00
$0.00
$45,525.42
$0.00
$0.00
$146,112.68
$0.00
$0.00
Proposed Accomplishments
People (General) : 1,822
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Attachment 1 - Appendix 1
Item: 18
368

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
43 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds will be sued to reconstruct existing sidewalk curb ramps to comply with recent ADA requirements. The City encountered delays in starting the project due to pandemic-related staffing challenges. To take advantage of economy of scales, This phase of the City's ADA sidewalk curb ramp program will be combined with the City's FY 22-23 project. Design and engineering was initiated in June 2022. It is anticipated the project will go to bid in January 2023, with construction to begin in April 2023 and completed in June 2023.

Attachment 1 - Appendix 1
Item: 18
369

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
44 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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507 - El Toro Park Phase 2 (Park Fence)
IDIS Activity:

Project:
0013 - El Toro Park Phase 2 (Park Fence)
PGM Year:
2021
Description:

Parks, Recreational Facilities (03F)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective:

LMA
Status:

Location:

Replace existing deteriorated fence to provide or enhance public safety 01/05/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

No
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MC060584
$140,000.00
$445.60
$445.60
$140,000.00
$445.60
$445.60
Proposed Accomplishments
Public Facilities : 1
Total Population in Service Area: 5,755
Census Tract Percent Low / Mod: 67.33
Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
CDBG funds will be used to replace deteriorated walking path fence in El Toro Park. The project has experienced delays due to staffing issues.

The project will go to bid in August 2022, with construction to begin in October 2022 and completed by December 2022.

Attachment 1 - Appendix 1
Item: 18
370

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
45 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

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508 - CV - Mercy House - COVID Street Outreach
IDIS Activity:

Project:
0020 - CV-Public Services
PGM Year:
2020
Description:

Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

CDBG-CV funds to support homeless street outreach services with the goal to prevent the spread of COVID-19 among the homeless. 06/20/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$40,000.00
$0.00
$0.00
$40,000.00
$0.00
$0.00
Proposed Accomplishments
People (General) : 1
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

Owner
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total
Hispanic
Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Attachment 1 - Appendix 1
Item: 18
371

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
46 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
Reallocated CDBG-CV funds were committed to this activity in April 2022. Contract for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.

Attachment 1 - Appendix 1
Item: 18
372

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
47 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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510 - CV Public Facility Improvement - Senior Center PPE IDIS Activity:

Project:
0024 - CDBG-CV Public Facility Improvements
PGM Year:
2020
Description:

Senior Centers (03A)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Public facility improvements that respond to and prevent the spread of COVID-19 at the Senior Center.

Improvements include the installation of hand sanitizers and other measures to secure equipment used by Senior Meal service providers to prepare meals. 06/20/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$45,000.00
$3,658.28
$3,658.28
$45,000.00
$3,658.28
$3,658.28
Proposed Accomplishments
Public Facilities : 1
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
48 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
To help prevent the spread of COVID-19, CDBG-CV funds have been allocated to purchase hand sanitizer dispensers and hand sanitizer for the Lake Forest Senior Center. Funds will also be used to purchase cabinets that can be locked to prevent the use of supplies and equipment used by Senior Meals on Wheels program staff. Hand sanitizer and dispensers have been purchased. The city will advertise to purchase the cabinets in July 2022. Due to supply chain issues, there may be a delay in obtaining materials; however, it is anticipated this activity will be complete by February 2023.

Attachment 1 - Appendix 1
Item: 18
374

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
49 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

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511 - CV Public Facility Improvements - Senior Center Patio Cover IDIS Activity:

Project:
0024 - CDBG-CV Public Facility Improvements
PGM Year:
2020
Description:

Senior Centers (03A)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Public facility improvements that respond to and prevent the spread of COVID-19 at the Senior Center.

Improvements include construct a patio cover to create an exterior recreation and activity area that will provide adequate spacing to help prevent the spread of COVID-19 among seniors.
06/20/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$350,000.00
$7,212.50
$7,212.50
$350,000.00
$7,212.50
$7,212.50
Proposed Accomplishments
Public Facilities : 1
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
50 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
Reallocated CDBG-CV funds were allocated to this activity in April 2022. The project is in the early stages of design. There is no accomplishment data to report for the FY 21-22 report period.

Attachment 1 - Appendix 1
Item: 18
376

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
51 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

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Page:

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512 - CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food IDIS Activity:

Project:
0020 - CV-Public Services
PGM Year:
2020
Description:

Senior Services (05A)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:
purchase pre-packaged nutritious snacks for Lake Forest seniors with limited income attending Senior Clubhouse activities.

Beginning July 2021, the City began to purchase pre-packed food items to prevent COVID-19 exposure. 06/20/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$10,000.00
$0.00
$0.00
$10,000.00
$0.00
$0.00
Proposed Accomplishments
People (General) : 200
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
52 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
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0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
Reallocated CDBG-CV funds were allocated to this activity in April 2022. MOU for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.

Attachment 1 - Appendix 1
Item: 18
378

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
53 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

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513 - CV Age Well Meals on Wheels
IDIS Activity:

Project:
0020 - CV-Public Services
PGM Year:
2020
Description:

Senior Services (05A)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Funds will assist Age Well Senior Services purchase food for their Meals on Wheels program in response to an increase in service demand from Lake Forest seniors. 06/20/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$25,000.00
$0.00
$0.00
$25,000.00
$0.00
$0.00
Proposed Accomplishments
People (General) : 100
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
White:

Black/African American:

Total:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
54 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
54 of 57
Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
Reallocated CDBG-CV funds were awarded to this activity in April 2022. Contract for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.

Attachment 1 - Appendix 1
Item: 18
380

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
55 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
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514 - CV Age Well Accessible Van
IDIS Activity:

Project:
0020 - CV-Public Services
PGM Year:
2020
Description:

Senior Services (05A)
Matrix Code:

Availability/accessibility
Create suitable living environments
Objective:

Outcome:

Open
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective:

LMC
Status:

Location:

Assist with purchase of ADA-accessible van that provides safe, efficient door-to-door driver-assisted services, transporting seniors to and from a doctor, therapist, and pharmacies, including trips for COVID testing, vaccinations, and booster locations. 06/20/2022
Initial Funding Date:

Activity to prevent, prepare for, and respond to Coronavirus:

Yes
Financing
Fund Type
Grant Year
Grant
Funded Amount
Drawn In Program Year
Drawn Thru Program Year
Total
CDBG
EN
Total
2020
B20MW060584
$33,500.00
$0.00
$0.00
$33,500.00
$0.00
$0.00
Proposed Accomplishments
People (General) : 100
Number assisted:

Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 White:

Black/African American:

Asian:

American Indian/Alaskan Native:

Native Hawaiian/Other Pacific Islander:

American Indian/Alaskan Native & White:

Asian White:

Black/African American & White:

American Indian/Alaskan Native & Black/African American:

Other multi-racial:

Asian/Pacific Islander:

Hispanic:

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
56 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
56 of 57
0 Total:
0 0
0 0
0 0
0 Female-headed Households:
0 0
0 Income Category:

Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years
Accomplishment Narrative
# Benefitting
2021
Reallocated CDBG-CV funds were awarded to this activity in April 2022. Contract for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.

Attachment 1 - Appendix 1
Item: 18
382

25-Aug-2022
U.S. Department of Housing and Urban Development
9:06
57 Date:

Time:

Page:

Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2021

LAKE FOREST
Page:

PR03 - LAKE FOREST
57 of 57
$2,398,588.96
$562,172.85
$1,401,395.91
Total Funded Amount:

Total Drawn In Program Year:

Total Drawn Thru Program Year:

Attachment 1 - Appendix 1
Item: 18
383

PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:

TIME:

PAGE:
1 9:31
08-25-22
Program Year 2021

LAKE FOREST , CA
Metrics
Grantee
Program Year
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT
06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01-07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES 11-14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT
21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20)
22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11)

LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS
26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45)

LAKE FOREST , CA
2,021.00

763,036.26
513,604.00

0.00 0.00
87,510.00

0.00 0.00

0.00 0.00
1,364,150.26

466,861.06

0.00 466,861.06
41,373.54

0.00 0.00
508,234.60
855,915.66

0.00 0.00
166,800.18
300,060.88
466,861.06
100.00%

PY: 2020 PY: 2021 PY:
847,651.11
847,651.11
100.00%

133,566.58
14,842.20
76,408.58

0.00 72,000.20
513,604.00
238,010.61

0.00 751,614.61

9.58%

41,373.54

0.00 0.00

0.00 41,373.54
513,604.00
87,510.00

0.00 601,114.00

6.88%
Attachment 1 - Appendix 2

Page 1 of 6 ends

Lake Forest City CouncilSeptember 6, 2022

Lake Forest City Council
September 6, 2022