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Agenda packet

Lake Forest City Council
January 3, 2023

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Agenda packet
Meeting
January 3, 2023
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Lake Forest City Council
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74
Original file
86.8 MB
Text extracted from the city's file for reading and search. Open the original on lakeforest.primegov.com. That file is the official record.

January 3, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 1
**REVISED** AGENDA

LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, January 3, 2023
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/en/government/meeting-agendas-and-minutes/meeting-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:

PUBLIC PARTICIPATION: In addition to attending in person, members of the public may access the meeting live on our website at https://www.lakeforestca.gov/en/government/meeting-agendas-and-minutes/meeting-agendas.

PUBLIC COMMENT PRIOR TO THE MEETING: Members of the public may submit email comments to [email protected] 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. Public comments will no longer be accepted remotely. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk.

January 3, 2023

LAKE FOREST CITY COUNCIL AGENDA Page 2

CALL TO ORDER: 5:30 p.m.

Council Members: Robert Pequeño
Scott Voigts
Benjamin Yu
Mayor Pro Tem: Mark Tettemer
Mayor: Doug Cirbo

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
GOVERNMENT CODE SECTION 54956.9(D)(2)
NUMBER OF POTENTIAL 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.

January 3, 2023

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 Peace Center Pastor Vanessa Burdick, Saddleback Church.

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

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

PRESENTATIONS: (Item No. 2 - 4)

2. INSTALLATION OF MAYOR FOR 2023

RECOMMENDED ACTION: Hold the ceremonial oath of office.

3. COMMENTS BY INCOMING MAYOR

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

4. INTRODUCTION OF ORANGE COUNTY FIRE AUTHORITY DIVISION

CHIEF BARYIC HUNTER

RECOMMENDED ACTION: Welcome Division Chief Hunter to the City of Lake Forest.

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.

January 3, 2023

LAKE FOREST CITY COUNCIL AGENDA Page 4

CONSENT CALENDAR (Item Nos. 5 – 9)
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 $4,880,078.26 as submitted.

7. 2023-2025 BUDGET TIMELINE

RECOMMENDED ACTION: Receive and File.

8. APPROVE AMENDMENT TO THE AGREEMENT WITH SADDLEBACK

VALLEY UNIFIED SCHOOL DISTRICT FOR THE KIDS FACTORY
AFTER SCHOOL PROGRAM FOR FISCAL YEAR 2022-23

RECOMMENDED ACTION: 1. Approve the Third Amendment to the Agreement with Saddleback Valley Unified School District ("SVUSD") to increase compensation for the Kids Factory After School Program for the Fiscal Year 2022-23.

2. Authorize the Mayor to sign, and the City Clerk to attest, the Third Amendment to the Agreement with Saddleback Valley Unified School District, substantially in the form attached.

3. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2021- 2023 OPERATING BUDGET, AMENDING APPROPRIATIONS FOR
FISCAL YEAR 2022-23.

January 3, 2023

LAKE FOREST CITY COUNCIL AGENDA Page 5

9. THIRD AMENDMENT TO LEIGHTON & ASSOCIATES FOR ON-CALL GEOTECHNICAL SERVICES – TASK ORDER #5 PORTOLA OAKS

ENVIRONMENTAL REVIEW OF ORGANIC SOIL ISSUE

RECOMMENDED ACTION: 1. Approve the Third Amendment to the contract for On-Call Geotechnical Services with Leighton & Associates, Inc. – Task Order #5 Portola Oaks Environmental Review of Organic Soil Issue.

2. Authorize the Mayor to sign, and the City Clerk to attest, the Third Amendment substantially in the form attached.

PUBLIC HEARING(S) (Item Nos. 10 – 11)
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. Close the Public Hearing and take appropriate action.

10. PUBLIC HEARING AND SECOND READING OF AN ORDINANCE
ADOPTING THE 2022 CALIFORNIA BUILDING STANDARDS CODE

WITH LOCAL AMENDMENTS

RECOMMENDED ACTION: 1. Conduct public hearing and second reading of Ordinance No. 360 entitled: AN ORDINANCE OF THE CITY

COUNCIL OF THE CITY OF LAKE FOREST CALIFORNIA, AMENDING CHAPTERS 8.02, 8.04, 8.06, 8.12, 8.14, 8.
16, 8.18, 8.20, 8.22, 8.24, AND

8.26 OF TITLE 8 OF THE CITY OF LAKE FOREST MUNICIPAL CODE AND ADOPTING BY REFERENCE THE 2022 EDITION OF THE

CALIFORNIA BUILDING STANDARDS CODE (CALIFORNIA CODE OF
REGULATIONS, TITLE 24), , TOGETHER WITH CERTAIN ADDITIONS, AMENDMENTS AND DELETIONS; and

2. Find that adoption of Ordinance No. 360 is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly.

3. Adopt Ordinance No. 360

January 3, 2023

LAKE FOREST CITY COUNCIL AGENDA Page 6

11. THIRD REVISED “2021-2029 HOUSING ELEMENT” OF THE GENERAL PLAN

RECOMMENDED ACTION: Adopt a Resolution entitled: A RESOLUTION

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

DISCUSSION/ACTION ITEMS (Item Nos. 12 – 15)
The following matters are for City Council consideration/discussion/action. Members of the public may have the opportunity to address these items if they wish to do so. Please complete the Request to Speak form and give to the City Clerk.

12. RESOLUTION DECLARING SUPPORT FOR IRANIAN-AMERICAN

COMMUNITY AND CONDEMNING THE VIOLENCE PERPETRATED BY

THE GOVERNMENT OF IRAN AGAINST THE IRANIAN PEOPLE

RECOMMENDED ACTION: Exercise City Council discretion regarding adoption of a Resolution entitled: RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF LAKE FOREST, CALIFORNIA, SUPPORTING ITS

IRANIAN-AMERICAN COMMUNITY AND CONDEMNING THE

VIOLENCE PERPETRATED BY THE GOVERNMENT OF IRAN
AGAINST ITS PEOPLE.

13. CREATION OF “SAFE LAKE FOREST” PROGRAM

RECOMMENDED ACTION: Exercise City Council discretion in creating a “Safe Lake Forest” program centered on facilitating homeowners associations’ use of automated license plate reader cameras.

14. ANNUAL REVIEW OF CITY COUNCIL POLICIES

RECOMMENDED ACTION: Exercise City Council discretion in reviewing or reaffirming any of the City Council Policies.

15. CONSIDERATION OF APPOINTMENTS TO REGIONAL BOARDS

RECOMMENDED ACTION:

1. Appoint Members of the City Council to the
seats to Regional Boards.

2. Appoint two members of the City Council to the Audit Committee: one member with a one-year term and one member with a two-year term.

January 3, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 7

3. Exercise discretion in considering a Resolution entitled: A

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE
FORES

T, CALIFORNIA, DESIGNATING AND APPOINTING ITS
REPRE
SENTATIVE TO THE ORANGE COUNTY FIRE AUTHORITY’S
BOARD
OF DIRECTORS.

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

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

Council Member Pequeño:

Council Member Voigts:

Council Member Yu:

Mayor Pro Tem Tettemer:

Mayor Cirbo:

ADJOURNMENT:

In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this Meeting, including auxiliary aids or services, you should contact the Office of the City Clerk at (949) 461-3400. Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and agenda back-up materials can be obtained from the Office of the City Clerk on the Friday prior to the City Council meeting. Copies of all Agendas, Staff Reports and Supporting Materials can also be found on the City’s website – https://www.lakeforestca.gov/129/Agendas. Agenda and agenda packets, if requested, will be made available in an appropriate alternative format to persons with a disability as required by the Americans With Disabilities Act. Copies of the agenda are provided at no cost and agenda back-up materials are available at the per page copy cost.

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

Phone: (949) 461-3400. FAX (949) 461-3511
CERTIFICATION: I, Lisa Berglund, City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on December 29, 2022.

Lisa Berglund
City Clerk

CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
DEPARTMENT: City Clerk
SUBJECT:

INSTALLATION OF MAYOR FOR 2023
RECOMMENDED ACTION(S):

Hold the ceremonial oath of office.

EXECUTIVE SUMMARY:

During the December 20, 2022 City Council meeting, the City Council held nominations for the position of Mayor to serve the City during the 2023 calendar year. The nominations for Mayor was subject to a ratification vote of the entire City Council. It was then declared that Douglas “Doug” Cirbo of District 1 would serve as the Mayor.

Mayor Cirbo has requested to retake his oath of office as one of his first actions in his respective new role. Therefore, it is now appropriate to proceed with a ceremonial Oath of Office for the Mayor for 2023.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Minute Excerpt from December 20, 2022 City Council Meeting Initiated By: Lisa Berglund, City Clerk
Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 2
8 ATTACHMENT
Item: 2
9 PREPARED BY THE OFFICE OF THE CITY CLERK LAKE FOREST CITY COUNCIL MINUTE EXCERPT DECEMBER 28, 2022
Page No. 1

UNADOPTED MINUTE EXCERPT

LAKE FOREST REGULAR CITY COUNCIL MEETING
DECEMBER 20, 2022
____________________________________________________________

18. SELECTION OF MAYOR AND MAYOR PRO TEM FOR THE 2023 CALENDAR YEAR
City Manager Rose introduced this item.

Mayor Pequeño made a motion to nominate Mayor Pro Tem Cirbo to serve as Mayor for the 2023 calendar year and to nominate Council Member Tettemer to serve as Mayor Pro Tem for the 2023 calendar year. The motion was seconded by Council Member Voigts. The Motion passed 5/0.

Item: 2
10 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
DEPARTMENT: City Clerk
SUBJECT:

COMMENTS BY INCOMING MAYOR
RECOMMENDED ACTION(S):

Extend the opportunity to Mayor Cirbo to present comments.

EXECUTIVE SUMMARY:

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

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

None.

Initiated By: Lisa Berglund, City Clerk
Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 3
11 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
DEPARTMENT: City Clerk
SUBJECT:

INTRODUCTION OF ORANGE COUNTY FIRE AUTHORITY DIVISION CHIEF

BARYIC HUNTER
RECOMMENDED ACTION(S):

Welcome Division Chief Hunter to the City of Lake Forest.

EXECUTIVE SUMMARY:

Last October, Division 5 Chief Mike Contreras retired from the Orange County Fire Authority. The newly appointed Division Chief representing Division 5 is Baryic Hunter. Division Chief Hunter has been in the fire service for over 25 years. He began his career as a reserve firefighter and became a career firefighter in 1996 with the Carlsbad Fire Department. In 2001, he joined the San Diego City Fire Department. During his time there, he worked as a firefighter, paramedic, and fire apparatus engineer.

Division Chief Hunter has been with the Orange County Fire Authority since 2008. He has worked his way through the ranks as a firefighter/paramedic, fire captain, and battalion chief. Division Chief Hunter has an associate degree in Fire Technology, a bachelor’s degree in Occupational Studies, and his master’s degree in Organizational Leadership. He has California State Fire Marshal Executive Fire Chief Officer, Chief Officer, and Company Officer certifications.

Division Chief Hunter has served on the Orange County Professional Firefighters Association Board, CAL FIRE Incident Management Team, Orange County All Hazard Incident Management Team, and numerous committees. Please join us in welcoming Division Chief Hunter to the City of Lake Forest.

FISCAL IMPACT:

None.

ATTACHMENTS:

None.

Item: 4
12 2
4 1
0 Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 4
13 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
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
14 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
DEPARTMENT: Finance
SUBJECT:

CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION(S):

Approve the warrant register in the amount of $4,880,078.26 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 $4,880,078.26.

ATTACHMENTS:

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

Total manual warrants - $
Total current warrants 4,880,078.26$
Grand total warrant register 4,880,078.26$
The following warrants are in excess of $10,000:

AMOUNT
ABTECH TECHNOLOGIES INC. 70113 46,650.78
ABTECH TECHNOLOGIES INC. 69905 44,855.00
ADVANTAGE MAILING LLC 70115 30,446.01
ALL CITY MANAGEMENT 69907 32,480.10
ANNEALTA GROUP 70069 26,041.24
ARCADIAN BANK 69909 30,000.00
ARCADIAN BANK 69910 15,000.00
ARDURRA GROUP INC 69911 109,571.50
BEAR ELECTRICAL SOLUTIONS INC. 69915 30,473.70
BEST BEST & KRIEGER LLP 70073 107,799.00
BEST BEST & KRIEGER LLP 69916 76,679.44
BEST BEST & KRIEGER LLP 69917 75,739.89
BRIGHTVIEW LANDSCAPE SERVICES 70018 137,705.74
BRIGHTVIEW LANDSCAPE SERVICES 70120 21,862.90
CHARLES ABBOTT ASSOCIATES INC 69920 87,180.19
CHARLES ABBOTT ASSOCIATES INC 70077 68,576.96
CLIFTONLARSONALLEN LLP 70078 15,250.00
COUNTY OF ORANGE TREASURER-TAX 70024 1,638,144.98
COUNTY OF ORANGE TREASURER-TAX 69927 100,693.34
COUNTY OF ORANGE TREASURER-TAX 69926 14,851.99
COUNTY OF ORANGE TREASURER-TAX 69924 11,544.00
DIAMOND CONSTRUCTION 70128 12,352.66
ECONOMICS INC. 69934 28,946.85
ECS IMAGING INC 69935 35,800.00
EL TORO WATER DISTRICT 70084 45,886.82
ELEGANT CONSTRUCTION INC. 69936 255,911.95
HARTZOG & CRABILL INC. 70135 10,801.33
IE GENERAL ENGINEERING INC 69944 100,700.00
IMS INFRASTRUCTURE MANAGEMENT 69945 19,022.00
INTERWEST CONSULTING 69946 163,918.44
INTERWEST CONSULTING 70136 103,256.52
IRVINE RANCH WATER DISTRICT 69948 41,829.57
IRVINE RANCH WATER DISTRICT 70085 32,693.76
ITERIS, INC. 70039 13,873.03
JACOB GREEN 70086 19,495.60
KIDDER MATHEWS OF CALIFORNIA 69957 32,767.00
MIKE LINARES INC 69971 17,149.50
NEXT STAGE GROUP 69975 23,949.50
NIEVES LANDSCAPE INC. 69976 138,213.33
NIEVES LANDSCAPE INC. 70049 138,213.33
NIEVES LANDSCAPE INC. 70140 36,785.76
NORM'S REFRIGERATION LLC 70142 11,366.33
ONWARD ENGINEERING 70050 36,869.60
ONWARD ENGINEERING 69981 10,059.28
RICK ENGINEERING COMPANY 70099 25,666.00
SKYHAWKS SPORTS ACADEMY 70144 13,269.20
SOUTH COUNTY OUTREACH 70146 12,949.56
SOUTHERN CALIFORNIA EDISON 69992 95,370.97 SOUTHERN CALIFORNIA EDISON 70147 94,827.82 SOUTHERN CALIFORNIA EDISON 70056 20,640.32 SUPERIOR PROPERTY SERVICES INC 69997 10,250.00 SUPERIOR PROPERTY SERVICES INC 70104 10,000.00 TAIT & ASSOCIATES INC. 70105 13,540.00
THOMAS J. O'CONNELL 70003 11,005.56
U.S. BANK CORPORATE PAYMENT 70006 39,632.55 U.S. BANK CORPORATE PAYMENT 70153 35,999.32 WEST COAST ARBORISTS, INC. 70011 48,671.00 WEST COAST ARBORISTS, INC. 70065 38,168.00 Z&K CONSULTANTS, INC. 70111 10,236.00
Department: Designation: Designation:

City Clerk (CC) Finance (F)
City Manager (CM) Management Services (MS)
Community Development (CD) Public Works (PW)
Community Services (CS) Police Services (PS)
City of Lake Forest
Warrant Register
December 2022
Department:

Item: 6
17 4:17 pm
12/22/2022

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 93420

0.0012/15/2022 70067OP
12/15/20222613
12/15/2022(PS)
12/15/2022NAME TAGS ROBINSON, HERRERA 121231A SOURCE OF PRIDE

27.919110586

0.00 ARROYO GRANDE
Total: 70067Check No. 27.91
Total for A SOURCE OF PRIDE 27.91
CA 91731

0.0012/01/2022 69904OP
12/01/2022011791
12/01/202210/15, 10/20, 10/22,10/29 (CS)
12/01/2022SECURITY SERVICES FOR 10/8, 120821ABSOLUTE SECURITY INTERNATIONA 797.722020106219

0.00 ABSOLUTE INTERNATIONAL SECURIT

EL MONTE
Total: 69904Check No. 797.72
CA 91731

0.0012/22/2022 70112OP
12/22/2022011791
12/22/202211/27 (CS)
12/22/2022SECURITY SERVICES FOR 121397ABSOLUTE SECURITY INTERNATIONA 154.702020106391

0.00 ABSOLUTE INTERNATIONAL SECURIT

EL MONTE
Total: 70112Check No. 154.70
Total for ABSOLUTE SECURITY INTERNATIONA 952.42
CA 92081

0.0012/01/2022 69905OP
12/01/2022011409
12/01/20229/16 TEAMS PROJECT (CM)
12/01/2022IT CONSULTING SERVICES 7/1 - 120824ABTECH TECHNOLOGIES INC. 15,062.50206004T-IN

0.00 VISTA
CA 92081

0.0012/01/2022 69905OP
12/01/2022011409
12/01/2022
12/01/2022IT MANAGED SERVICES NOV (CM) 120825ABTECH TECHNOLOGIES INC. 29,223.50W203380-IN

0.00 VISTA
CA 92081

0.0012/01/2022 69905OP
12/01/2022011409
12/01/2022(CM)
12/01/2022FIREWALL MAINTENANCE 120918ABTECH TECHNOLOGIES INC. 569.002211015-IN

0.00 VISTA
Total: 69905Check No. 44,855.00
CA 92081

0.0012/22/2022 70113OP
12/22/2022011409
12/22/2022- 11/30/22 TEAMS PROJECT (CM)
12/22/2022IT CONSULTING SERVICES 9/17/22 121411ABTECH TECHNOLOGIES INC. 7,125.00SS19570-IN

0.00 VISTA
CA 92081

0.0012/22/2022 70113OP
12/22/2022011409
12/22/2022DEC (CM)
12/22/2022IT MANAGED SERVICES 121412ABTECH TECHNOLOGIES INC. 29,223.50W203521-IN

0.00 VISTA
Item: 6
18 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
2Page:

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 92081

0.0012/22/2022 70113OP
12/22/2022011409
12/22/2022- 9/30/22 TEAMS PROJECT (CM)
12/22/2022IT CONSULTING SERVICES 7/1/22 121413ABTECH TECHNOLOGIES INC. 10,000.00SS19571-IN

0.00 VISTA
CA 92081

0.0012/22/2022 70113OP
12/22/2022011409
12/22/2022
12/22/2022SERVER ROOM EQUIPMENT (CM) 121415ABTECH TECHNOLOGIES INC. 302.282211030-IN

0.00 VISTA
Total: 70113Check No. 46,650.78
Total for ABTECH TECHNOLOGIES INC. 91,505.78
PA 15250-7878

0.0012/01/2022 69906OP
12/01/202201983
12/01/202212/18 SKATE PARK (CM)
12/01/2022SECURITY MONITORING 11/19 - 120822ADT SECURITY SERVICES

59.69953651348

0.00 PITTSBURGH
PA 15250-7878

0.0012/01/2022 69906OP
12/01/202201983
12/01/2022SERVICE SPORTS PARK (CM)
12/01/2022SECURITY QUARTERLY 120921ADT SECURITY SERVICES 217.71951221519

0.00 PITTSBURGH
Total: 69906Check No. 277.40
PA 15250-7878

0.0012/08/2022 70012OP
12/08/202201983
12/08/2022SPORTS PARK (CM)
12/08/2022SECURITY QUARTERLY SERVICE 121200ADT SECURITY SERVICES 942.24957408066

0.00 PITTSBURGH
Total: 70012Check No. 942.24
PA 15250-7878

0.0012/22/2022 70114OP
12/22/202201983
12/22/202212/19-1/18 SKATE PARK (CM)
12/22/2022SECURITY MONITORING 121382ADT SECURITY SERVICES

59.69959548379

0.00 PITTSBURGH
Total: 70114Check No. 59.69
Total for ADT SECURITY SERVICES 1,279.33
CA 92816

0.0012/22/2022 70115OP
12/22/202201821
12/22/2022PRINTING (MS)
12/22/2022LEAFLET & REC GUIDE 121431ADVANTAGE MAILING LLC 30,446.01176783

0.00 ADVANTAGE COLOR GRAPHICS

ANAHEIM
Total: 70115Check No. 30,446.01
Total for ADVANTAGE MAILING LLC 30,446.01
Item: 6
19 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
3Page:

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 92630

0.0012/15/2022 70068OP
12/15/20221940
12/15/2022SPECIAL OUTING TRIP 10/11 (CS)
12/15/2022SENIOR MOBILITY PROGRAM OCT 121225AGE WELL SENIOR SERVICES 4,488.001022

0.00 LAKE FOREST
Total: 70068Check No. 4,488.00
Total for AGE WELL SENIOR SERVICES 4,488.00
CA 90084

0.0012/01/2022 69907OP
12/01/20220126
12/01/2022CONTRACT SERVICES (PS)
12/01/2022CROSSING GUARD 9/18 - 10/1 120819ALL CITY MANAGEMENT 16,266.8680152

0.00 SERVICES, INC.

LOS ANGELES
CA 90084

0.0012/01/2022 69907OP
12/01/20220126
12/01/2022CONTRACT SERVICES (PS)
12/01/2022CROSSING GUARD 10/16 - 10/29 120820ALL CITY MANAGEMENT 16,213.2480906

0.00 SERVICES, INC.

LOS ANGELES
Total: 69907Check No. 32,480.10
Total for ALL CITY MANAGEMENT 32,480.10
CA 92688

0.0012/08/2022 70013OP
12/08/2022011774
12/08/2022NOV PORTOLA PARK (PW)
12/08/2022BEE / WASP TREATMENT 121124ALLURE PEST MANAGEMENT INC. 150.0076812

0.00 RANCHO SANTA MARGARITA
Total: 70013Check No. 150.00
Total for ALLURE PEST MANAGEMENT INC. 150.00
CA 90240

0.0012/22/2022 70116OP
12/22/2022011482
12/22/2022
12/22/2022REHAB LOAN FEES GLADD (CD) 121422AMERINAT
501.00FS-5553

0.00 RECEIVABLES DEPARTMENT
DOWNEY
Total: 70116Check No. 501.00
CA 90240

0.0012/22/2022 70117OP
12/22/2022011482
12/22/2022
12/22/2022REHAB LOAN FEES LEWIS (CD) 121421AMERINAT
501.00FS-5554

0.00 RECEIVABLES DEPARTMENT
DOWNEY
Total: 70117Check No. 501.00
Total for AMERINAT 1,002.00
Item: 6
20 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
4Page:

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 92688

0.0012/08/2022 70014OP
12/08/2022011910
12/08/2022INTRUCTOR PAYMENT (CS)
12/08/2022FALL YIN YOGA 121211AMY HARPER
940.8011178

0.00 RANCHO SANTA MARGARITA
Total: 70014Check No. 940.80
Total for AMY HARPER 940.80
CA 92692

0.0012/08/2022 70015OP
12/08/20222248
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL ZUMBA GOLD CLASS 121092ANGELA VELEZ
140.0011194

0.00 MISSION VIEJO
CA 92692

0.0012/08/2022 70015OP
12/08/20222248
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL ZUMBA GOLD CLASS 121093ANGELA VELEZ
140.0011196

0.00 MISSION VIEJO
CA 92692

0.0012/08/2022 70015OP
12/08/20222248
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL ZUMBA GOLD CLASS 121094ANGELA VELEZ
112.0011193

0.00 MISSION VIEJO
Total: 70015Check No. 392.00
Total for ANGELA VELEZ 392.00
CA 92649

0.0012/15/2022 70069OP
12/15/2022011785
12/15/2022LANDSEA SOUTH PA-5 TRACT 15353
12/15/2022DEVELOPMENT INSPECTION OCT 121227ANNEALTA GROUP 7,830.312590

0.00 HUNTINGTON BEACH
CA 92649

0.0012/15/2022 70069OP
12/15/2022011785
12/15/2022AREA C - PORTOLA CENTER (PW)
12/15/2022DEVELOPMENT INSPECTION SEP 121228ANNEALTA GROUP 10,230.312591

0.00 HUNTINGTON BEACH
CA 92649

0.0012/15/2022 70069OP
12/15/2022011785
12/15/2022LANDSEA SOUTH PA-5 TRACT 15353
12/15/2022DEVELOPMENT INSPECTION NOV 121229ANNEALTA GROUP 2,430.312625

0.00 HUNTINGTON BEACH
CA 92649

0.0012/15/2022 70069OP
12/15/2022011785
12/15/2022AREA C - PORTOLA CENTER (PW)
12/15/2022DEVELOPMENT INSPECTION NOV 121230ANNEALTA GROUP 5,550.312626

0.00 HUNTINGTON BEACH
Total: 70069Check No. 26,041.24
Total for ANNEALTA GROUP 26,041.24
Item: 6
21 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
5Page:

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 90248

0.0012/01/2022 69908OP
12/01/2022010902
12/01/2022VETERANS PARK (PW)
12/01/2022LAKE MAINTENANCE OCT 120917AQUABIO ENVIRONMENTAL 3,095.00101644

0.00 TECHNOLOGIES

GARDENA
Total: 69908Check No. 3,095.00
Total for AQUABIO ENVIRONMENTAL 3,095.00
MN 56032

0.0012/01/2022 69909OP
12/01/2022011710
12/01/2022
12/01/2022REHAB LOAN HELMS (CD) 121041ARCADIAN BANK
30,000.00HELMS 11/17/2022

0.00 FREEBORN
Total: 69909Check No. 30,000.00
MN 56032

0.0012/01/2022 69910OP
12/01/2022011710
12/01/2022
12/01/2022REHAB LOAN JELACO (CD) 121040ARCADIAN BANK
15,000.00JELACO 11/17/2022

0.00 FREEBORN
Total: 69910Check No. 15,000.00
Total for ARCADIAN BANK 45,000.00
FL 33623

0.0012/01/2022 69911OP
12/01/2022011711
12/01/2022PERMIT REVIEW (PW)
12/01/2022PROFESSIONAL SVCS OCT 120922ARDURRA GROUP INC 71,681.50130389C

0.00 TAMPA
FL 33623

0.0012/01/2022 69911OP
12/01/2022011711
12/01/2022INSPECTION (PW)
12/01/2022PROFESSIONAL SVCS OCT 120924ARDURRA GROUP INC 30,612.50130389D

0.00 TAMPA
FL 33623

0.0012/01/2022 69911OP
12/01/2022011711
12/01/2022CAPITAL IMPROVEMENTS (PW)
12/01/2022PROFESSIONAL SVCS OCT 120926ARDURRA GROUP INC 5,492.50130389E

0.00 TAMPA
FL 33623

0.0012/01/2022 69911OP
12/01/2022011711
12/01/2022WATER QUALITY MGMT (PW)
12/01/2022PROFESSIONAL SVCS OCT 120927ARDURRA GROUP INC 135.00130389F

0.00 TAMPA
FL 33623

0.0012/01/2022 69911OP
12/01/2022011711
12/01/2022PITTSFORD SHADE (PW)
12/01/2022PROFESSIONAL SVCS OCT 120929ARDURRA GROUP INC 1,650.00130389G

0.00 TAMPA
Total: 69911Check No. 109,571.50
Item: 6
22 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
6Page:

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
Total for ARDURRA GROUP INC 109,571.50
IL 60197-9011

0.0012/01/2022 69913OP
12/01/2022011084
12/01/2022
12/01/2022MPS UTILITIES OCT (PW) 120817AT&T CALNET3
120.34257 000019024124

0.00 CAROL STREAM
IL 60197-9011

0.0012/01/2022 69913OP
12/01/2022011084
12/01/2022
12/01/2022PARK UTILITIES OCT (PW) 120818AT&T CALNET3

48.14157 000018980101

0.00 CAROL STREAM
IL 60197-9011

0.0012/01/2022 69913OP
12/01/2022011084
12/01/2022OCT CIVIC CENTER (CM)
12/01/2022ANALOG PHONE LINES 120920AT&T CALNET3
310.95339 000019070781

0.00 CAROL STREAM
Total: 69913Check No. 479.43
IL 60197-9011

0.0012/08/2022 70016OP
12/08/2022011084
12/08/2022OCT (PW)
12/08/2022PARK UTILITIES 121218AT&T CALNET3

69.89189 000019029645

0.00 CAROL STREAM
Total: 70016Check No. 69.89
IL 60197-9011

0.0012/22/2022 70118OP
12/22/2022011084
12/22/2022
12/22/2022PARK UTILITIES NOV (PW) 121385AT&T CALNET3

47.30157 000019125676

0.00 CAROL STREAM
Total: 70118Check No. 47.30
Total for AT&T CALNET3 596.62
IL 60197-5019

0.0012/01/2022 69912OP
12/01/202219083
12/01/2022OCT CIVIC CENTER (CM)
12/01/2022INTERNET SERVICE 120919AT&T
1,287.103944 1045024708

0.00 CAROL STREAM
Total: 69912Check No. 1,287.10
Total for AT&T 1,287.10
CA 92807

0.0012/22/2022 70119OP
12/22/2022011917
12/22/2022TJD&90S ROCK SHOW 7/22, 8/26
12/22/2022DEPOSIT SUMMER CONCERT BANDS 121410ATEI COMPANY, INC 1,000.00001

0.00 ANAHEIM
Total: 70119Check No. 1,000.00
Item: 6
23 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
7Page:

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
Total for ATEI COMPANY, INC 1,000.00
CA 92879

0.0012/01/2022 69914OP
12/01/2022011886
12/01/2022MAINTENANCE NOV (PW)
12/01/2022QUARTERLY PREVENTATIVE 120823AUTOMATED GATE SERVICES INC 128.0079962877

0.00 CORONA
Total: 69914Check No. 128.00
Total for AUTOMATED GATE SERVICES INC 128.00
CA 92610

0.0012/15/2022 70070OP
12/15/2022010230
12/15/2022DEC (CC)
12/15/2022COUNCIL MEMBER NAME BADGES 121226AWARD CREATIONS

36.282022-1577

0.00 FOOTHILL RANCH
Total: 70070Check No. 36.28
Total for AWARD CREATIONS 36.28
CA 92630

0.0012/08/2022 70017OP
12/08/2022011596
12/08/2022PROGRAM (VILLEGAS) AUG (PS)
12/08/2022LF RESPONSIBLE PET OWNER 121212BAKER RANCH VETERINARY CORP

50.0054016

0.00 LAKE FOREST
CA 92630

0.0012/08/2022 70017OP
12/08/2022011596
12/08/2022PROGRAM (SHARAF) SEP (PS)
12/08/2022LF RESPONSIBLE PET OWNER 121213BAKER RANCH VETERINARY CORP

50.0055819

0.00 LAKE FOREST
Total: 70017Check No. 100.00
Total for BAKER RANCH VETERINARY CORP 100.00
CA 95002

0.0012/01/2022 69915OP
12/01/2022011384
12/01/2022OCT - RESPONSE (PW)
12/01/2022TRAFFIC SIGNAL MAINTENANCE 120826BEAR ELECTRICAL SOLUTIONS INC. 2,600.0017190

0.00 ALVISO
CA 95002

0.0012/01/2022 69915OP
12/01/2022011384
12/01/2022OCT - ROUTINE (PW)
12/01/2022TRAFFIC SIGNAL MAINTENANCE 120827BEAR ELECTRICAL SOLUTIONS INC. 5,495.5017095

0.00 ALVISO
CA 95002

0.0012/01/2022 69915OP
12/01/2022011384
12/01/2022OCT - RESPONSE (PW)
12/01/2022TRAFFIC SIGNAL MAINTENANCE 120828BEAR ELECTRICAL SOLUTIONS INC. 22,378.2017189

0.00 ALVISO
Total: 69915Check No. 30,473.70
Item: 6
24 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
8Page:

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
Total for BEAR ELECTRICAL SOLUTIONS INC. 30,473.70
CA 92656

0.0012/15/2022 70071OP
12/15/2022011913
12/15/2022PERSONAL TRAINING NOV (MS)
12/15/2022THRIVE WELLNESS CLASS 121232BENJAMIN PREISENDORF 240.00INV 001

0.00 ALISO VIEJO
Total: 70071Check No. 240.00
Total for BENJAMIN PREISENDORF 240.00
CA 92865

0.0012/15/2022 70072OP
12/15/2022011837
12/15/2022CONCESSIONS NO & SO NOV (PW)
12/15/2022ALARM INSPECTIONS LFSP,REC CTR 121285BERNEL INC. 1,205.0012470355C

0.00 VFS FIRE & SECURITY SERVICES
ORANGE
Total: 70072Check No. 1,205.00
Total for BERNEL INC. 1,205.00
CA 90074-3074

0.0012/01/2022 69916OP
12/01/20220233
12/01/2022
12/01/2022LEGAL SERVICES AUG (CM) 121035BEST BEST & KRIEGER LLP 76,679.4422-08

0.00 LOS ANGELES
Total: 69916Check No. 76,679.44
CA 90074-3074

0.0012/01/2022 69917OP
12/01/20220233
12/01/2022
12/01/2022LEGAL SERVICES SEP (CM) 121062BEST BEST & KRIEGER LLP 75,739.8922-09

0.00 LOS ANGELES
Total: 69917Check No. 75,739.89
CA 90074-3074

0.0012/15/2022 70073OP
12/15/20220233
12/15/2022
12/15/2022LEGAL SERVICES OCT (CM) 121294BEST BEST & KRIEGER LLP 107,799.0022-10

0.00 LOS ANGELES
Total: 70073Check No. 107,799.00
Total for BEST BEST & KRIEGER LLP 260,218.33
CA 94065

0.0012/15/2022 70074OP
12/15/2022011809
12/15/2022TURN DESIGN OCT (PW)
12/15/2022LOS ALISOS/MUIRLANDS 2ND LEFT 121233BKF ENGINEERS 9,832.0022111069

0.00 REDWOOD CITY
Total: 70074Check No. 9,832.00
Item: 6
25 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
9Page:

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
Total for BKF ENGINEERS 9,832.00
CA 92692

0.0012/01/2022 69918OP
12/01/2022011902
12/01/2022OCT (CS)
12/01/2022PING PONG TABLE WELD 120830BRETT STIVALETTA
200.00107001

0.00 MISSION VIEJO
Total: 69918Check No. 200.00
Total for BRETT STIVALETTA 200.00
CA 91110-2463

0.0012/08/2022 70018OP
12/08/2022011265
12/08/2022NOV CIVIC CENTER (PW)
12/08/2022MONTHLY MAINTENANCE 121115BRIGHTVIEW LANDSCAPE SERVICES 3,625.008144923

0.00 INC.

PASADENA
CA 91110-2463

0.0012/08/2022 70018OP
12/08/2022011265
12/08/2022NOV SPORTS PARKS (PW)
12/08/2022MONTHLY MAINTENANCE 121116BRIGHTVIEW LANDSCAPE SERVICES 77,355.718160922

0.00 INC.

PASADENA
CA 91110-2463

0.0012/08/2022 70018OP
12/08/2022011265
12/08/2022NOV LFSP (PW)
12/08/2022MONTHLY MAINTENANCE 121119BRIGHTVIEW LANDSCAPE SERVICES 56,725.038160921

0.00 INC.

PASADENA
Total: 70018Check No. 137,705.74
CA 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022NOV CIVIC CENTER (PW)
12/22/2022PLANT CYCLAMEN 121113BRIGHTVIEW LANDSCAPE SERVICES 3,120.008198830

0.00 INC.

PASADENA
CA 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022JUL CIVIC CENTER (PW)
12/22/2022REPLACE TREE 121114BRIGHTVIEW LANDSCAPE SERVICES 388.007983571

0.00 INC.

PASADENA
CA 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022NOV HEROES PARK (PW)
12/22/2022PLANT INFIELD 121117BRIGHTVIEW LANDSCAPE SERVICES 7,975.008168747

0.00 INC.

PASADENA
CA 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022TREE NOV BORREGO PARK (PW)
12/22/2022REPLACE EXPAND THE FOREST 121118BRIGHTVIEW LANDSCAPE SERVICES

78.008168745

0.00 INC.

PASADENA
CA 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022NOV LFSP (PW)
12/22/2022PLANT ROUND PLANTER 121120BRIGHTVIEW LANDSCAPE SERVICES 1,650.008168831

0.00 INC.

PASADENA
Item: 6
26 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
10Page:

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 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022OCT LFSP (PW)
12/22/2022IRRIGATION REPAIR 121121BRIGHTVIEW LANDSCAPE SERVICES 1,303.538171418

0.00 INC.

PASADENA
CA 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022(PW)
12/22/2022IRRIGATION REPAIRS AUG LFSP 121234BRIGHTVIEW LANDSCAPE SERVICES 2,386.158199091

0.00 INC.

PASADENA
CA 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022LFSP AUG (PW)
12/22/2022INSTALL DG FOR TRAIL 121388BRIGHTVIEW LANDSCAPE SERVICES 1,089.198069831

0.00 INC.

PASADENA
CA 91110-2463

0.0012/22/2022 70120OP
12/22/2022011265
12/22/2022LFSP AUG (PW)
12/22/2022BASEBALL FIELD CONDITIONER 121389BRIGHTVIEW LANDSCAPE SERVICES 3,873.038073769

0.00 INC.

PASADENA
Total: 70120Check No. 21,862.90
Total for BRIGHTVIEW LANDSCAPE SERVICES 159,568.64
CA 95003

0.0012/08/2022 70019OP
12/08/2022011741
12/08/2022REGISTRATION (F)
12/08/2022CAPPO JAN 2022 CONFERENCE 121207CALIFORNIA ASSOCIATION OF 495.00200006518

0.00 PUBLIC PROCUREMENT OFFICIALS
APTOS
Total: 70019Check No. 495.00
Total for CALIFORNIA ASSOCIATION OF 495.00
CA 95630

0.0012/08/2022 70020OP
12/08/20220325
12/08/2022FERNANDES (CD)
12/08/2022MEMBER SHIP DUES 2023 121216CALIFORNIA ASSOCIATION OF 100.00300017034

0.00 CODE ENFORCEMENT OFFICERS
FOLSOM
Total: 70020Check No. 100.00
Total for CALIFORNIA ASSOCIATION OF 100.00
CA 92679

0.0012/01/2022 69919OP
12/01/2022011862
12/01/2022FOR FIRE TRUCK FOR SANTA (CS)
12/01/2022TREE LIGHTING EVENT - DONATION 120845CALIFORNIA FIRE MUSEUM & 500.0011/07/2022

0.00 SAFETY LEARNING CENTER

COTO DE CAZA
Total: 69919Check No. 500.00
Total for CALIFORNIA FIRE MUSEUM & 500.00
Item: 6
27 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
11Page:

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 95832-9201

0.0012/08/2022 70021OP
12/08/20220343
12/08/2022FY 23-24 LISACK (CS)
12/08/2022CPRS MEMBERSHIP DUES 121192CALIFORNIA PARK & RECREATION 170.00LISACK 10/25/2022

0.00 SOCIETY

SACRAMENTO
Total: 70021Check No. 170.00
Total for CALIFORNIA PARK & RECREATION 170.00
CA 92707

0.0012/15/2022 70075OP
12/15/2022011222
12/15/2022
12/15/2022SENIOR TRANSPORTATION OCT (CS) 121289CALIFORNIA YELLOW CAB 982.1910508022

0.00 SANTA ANA
Total: 70075Check No. 982.19
Total for CALIFORNIA YELLOW CAB 982.19
CA 92675

0.0012/08/2022 70022OP
12/08/2022011035
12/08/2022OCT CIVIC CENTER (PW)
12/08/2022MITIGATION MONITORING 121127CARLSON STRATEGIC LAND 150.001475

0.00 SOLUTIONS

SAN JUAN CAPISTRANO
Total: 70022Check No. 150.00
Total for CARLSON STRATEGIC LAND 150.00
CA 92630

0.0012/15/2022 70076OP
12/15/2022011914
12/15/2022NOV (MS)
12/15/2022THRIVE WELLNESS CLASS 121238CASSANDRA SAINDON 120.00NOVEMBER 2022

0.00 LAKE FOREST
Total: 70076Check No. 120.00
Total for CASSANDRA SAINDON 120.00
CA 92691

0.0012/01/2022 69920OP
12/01/20220308
12/01/2022OCT (PW)
12/01/2022STREET MAINTENANCE 120966CHARLES ABBOTT ASSOCIATES INC 87,180.1964895

0.00 MISSION VIEJO
Total: 69920Check No. 87,180.19
CA 92691

0.0012/15/2022 70077OP
12/15/20220308
12/15/2022
12/15/2022STREET MAINTENANCE NOV (PW) 121290CHARLES ABBOTT ASSOCIATES INC 68,576.9665043

0.00 MISSION VIEJO
Total: 70077Check No. 68,576.96
Item: 6
28 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
12Page:

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
Total for CHARLES ABBOTT ASSOCIATES INC 155,757.15
CA 92653

0.0012/01/2022 69921OP
12/01/20220309
12/01/2022AUG/SEP (PW)
12/01/2022STREET LIGHT REIMBURSEMENT 120832CITY OF LAGUNA HILLS

9.14CLH00615

0.00 LAGUNA HILLS
Total: 69921Check No. 9.14
Total for CITY OF LAGUNA HILLS 9.14
CA 92691

0.0012/22/2022 70121OP
12/22/20220310
12/22/2022LOS ALISOS&JERONIMO/MUIRLANDS
12/22/2022SHARED SIGNAL MAINT FY 21-22 121420CITY OF MISSION VIEJO 5,558.8721019

0.00 MISSION VIEJO
CA 92691

0.0012/22/2022 70121OP
12/22/20220310
12/22/2022LOS ALISOS&JERONIMO/MUIRLANDS
12/22/2022SHARED SIGNAL MAINT FY 21-22 121423CITY OF MISSION VIEJO 2,609.7221018

0.00 MISSION VIEJO
Total: 70121Check No. 8,168.59
Total for CITY OF MISSION VIEJO 8,168.59
CA 92780

0.0012/22/2022 70122OP
12/22/202203193
12/22/20222023 OCHRC (MS)
12/22/2022ANNUAL MEMBERSHIP 121408CITY OF TUSTIN
250.002023

0.00 HUMAN RESOURCES
TUSTIN
Total: 70122Check No. 250.00
Total for CITY OF TUSTIN 250.00
CA 92656

0.0012/08/2022 70023OP
12/08/2022011878
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DOG TRAINING 121186CLICKSTART DOG TRAINING 1,435.0011168

0.00 ACADEMY, LLC

ALISO VIEJO
Total: 70023Check No. 1,435.00
Total for CLICKSTART DOG TRAINING 1,435.00
CA 91110-2443

0.0012/15/2022 70078OP
12/15/2022011712
12/15/2022STMTS & HOUSING AUTH (F, HA)
12/15/2022INTERIM BILLING FINANCIAL 121239CLIFTONLARSONALLEN LLP 15,250.003487435

0.00 PASADENA
Total: 70078Check No. 15,250.00
Item: 6
29 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
13Page:

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
Total for CLIFTONLARSONALLEN LLP 15,250.00
IL 60678

0.0012/01/2022 69922OP
12/01/2022011322
12/01/2022NOV (CM)
12/01/2022CAMERA MAINTENANCE 120964CONVERGINT TECHNOLOGIES LLC 2,917.33344465

0.00 CHICAGO
Total: 69922Check No. 2,917.33
IL 60678

0.0012/22/2022 70123OP
12/22/2022011322
12/22/2022DEC (CM)
12/22/2022CAMERA MAINTENANCE 121409CONVERGINT TECHNOLOGIES LLC 2,917.33347862

0.00 CHICAGO
Total: 70123Check No. 2,917.33
Total for CONVERGINT TECHNOLOGIES LLC 5,834.66
IL 60693

0.0012/01/2022 69923OP
12/01/2022011314
12/01/2022
12/01/2022COMMERCIAL PROPERTIES NOV (CM) 120854COSTAR REALTY INFORMATION INC. 285.82120167842

0.00 CHICAGO
Total: 69923Check No. 285.82
IL 60693

0.0012/15/2022 70079OP
12/15/2022011314
12/15/2022DEC (CM)
12/15/2022COMMERCIAL PROPERTIES 121240COSTAR REALTY INFORMATION INC. 285.82120196902

0.00 CHICAGO
Total: 70079Check No. 285.82
Total for COSTAR REALTY INFORMATION INC. 571.64
CA 92702

0.0012/01/2022 69924OP
12/01/2022031362
12/01/2022OCT - DEC (PS)
12/01/2022800MHZ FLAT RATE BILLING 120843COUNTY OF ORANGE TREASURER-TAX 11,544.00SC13658

0.00 COLLECTOR

SANTA ANA
Total: 69924Check No. 11,544.00
CA 92702

0.0012/01/2022 69925OP
12/01/2022031362
12/01/2022AREA COST SHARE FY 22-23 (PW)
12/01/2022SOUTH OC WATERSHED MANAGEMENT 120864COUNTY OF ORANGE TREASURER-TAX 7,988.74PW230225

0.00 COLLECTOR

SANTA ANA
Total: 69925Check No. 7,988.74
Item: 6
30 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
14Page:

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 92702

0.0012/01/2022 69926OP
12/01/2022031362
12/01/202213225 D04-050 FY 22/23 (PW)
12/01/2022EV85007 ALISO CREEK SECTION 120831COUNTY OF ORANGE TREASURER-TAX 14,851.99PW230288

0.00 COLLECTOR

SANTA ANA
Total: 69926Check No. 14,851.99
CA 92702

0.0012/01/2022 69927OP
12/01/2022031362
12/01/2022JUL - SEP ANIMAL CONTROL (PS)
12/01/2022CONTRACT SERVICES 120994COUNTY OF ORANGE TREASURER-TAX 100,693.34AC2390020

0.00 COLLECTOR

SANTA ANA
Total: 69927Check No. 100,693.34
CA 92702

0.0012/01/2022 69928OP
12/01/2022031362
12/01/2022RADIO M6F39859 7/1-7/31 (PS)
12/01/2022OCSD TECH DIV: INSTALL 121000COUNTY OF ORANGE TREASURER-TAX 1,109.32ST0000491

0.00 COLLECTOR

SANTA ANA
Total: 69928Check No. 1,109.32
CA 92702

0.0012/08/2022 70024OP
12/08/2022031362
12/08/2022DEC (PS)
12/08/2022LAW ENFORCEMENT 121210COUNTY OF ORANGE TREASURER-TAX 1,638,144.98SH 63964

0.00 COLLECTOR

SANTA ANA
Total: 70024Check No. 1,638,144.98
CA 92702

0.0012/15/2022 70080OP
12/15/2022031362
12/15/2022
12/15/2022AFIS FINGERPRINT NOV (PS) 121237COUNTY OF ORANGE TREASURER-TAX 3,232.00SH 63585

0.00 COLLECTOR

SANTA ANA
Total: 70080Check No. 3,232.00
Total for COUNTY OF ORANGE TREASURER-TAX 1,777,564.37
AZ 85072-3280

0.0012/01/2022 69929OP
12/01/202203003
12/01/2022SERVICES NOV (CM)
12/01/2022TELEPHONE, INTERNET, CABLE 120857COX COMMUNICATIONS 2,217.183601 11/01/2022

0.00 PHOENIX
AZ 85072-3280

0.0012/01/2022 69929OP
12/01/202203003
12/01/2022NOV (CM)
12/01/2022CABLE SERVICES CITY CLERK 120858COX COMMUNICATIONS

39.076701 10/28/2022

0.00 PHOENIX
AZ 85072-3280

0.0012/01/2022 69929OP
12/01/202203003
12/01/2022NOV (CM)
12/01/2022CABLE SERVICES 120965COX COMMUNICATIONS
140.731201 11/11/2022

0.00 PHOENIX
Item: 6
31 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
15Page:

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
Total: 69929Check No. 2,396.98
AZ 85072-3280

0.0012/22/2022 70124OP
12/22/202203003
12/22/2022NOV (CM)
12/22/2022CABLE SERVICES CIVIC CENTER 121383COX COMMUNICATIONS

39.076701 11/26/2022

0.00 PHOENIX
AZ 85072-3280

0.0012/22/2022 70124OP
12/22/202203003
12/22/2022SERVICES DEC (CM)
12/22/2022TELEPHONE, INTERNET, CABLE 121384COX COMMUNICATIONS 2,152.713601 12/01/2022

0.00 PHOENIX
Total: 70124Check No. 2,191.78
Total for COX COMMUNICATIONS 4,588.76

0.0012/15/2022 70081OP
12/15/2022011606
12/15/2022DEC 2022 (F)
12/15/2022REPLENISH PETTY CASH FOR JUL - 121291CRAIG SCHOEFFLER 1,015.5712/15/2022

0.00 PETTY CASH CUSTODIAN
Total: 70081Check No. 1,015.57
Total for CRAIG SCHOEFFLER 1,015.57
CA 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022
12/01/2022JANITORIAL SERVICES NOV (PW) 120848CROWN FACILITY SOLUTIONS 5,220.13778

0.00 SANTA ANA
CA 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022CENTER EVENT 11/12 (CS)
12/01/2022JANITORIAL SERVICES COMMUNITY 120849CROWN FACILITY SOLUTIONS 368.49882

0.00 SANTA ANA
CA 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022
12/01/2022JANITORIAL SERVICES NOV (PS) 120851CROWN FACILITY SOLUTIONS 609.33777

0.00 SANTA ANA
CA 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022CENTER EVENT 10/29 (CS)
12/01/2022JANITORIAL SERVICES COMMUNITY 120852CROWN FACILITY SOLUTIONS 859.59753

0.00 SANTA ANA
CA 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022CENTER EVENT 11/5 (CS)
12/01/2022JANITORIAL SERVICES COMMUNITY 120853CROWN FACILITY SOLUTIONS 770.89868

0.00 SANTA ANA
Item: 6
32 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
16Page:

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 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022TOURNAMENT 11/19-11/20 (CS)
12/01/2022JANITORIAL SERVICES FOR 120960CROWN FACILITY SOLUTIONS 166.64901

0.00 SANTA ANA
CA 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022TOURNAMENT 11/12-11/13 (CS)
12/01/2022JANITORIAL SERVICES FOR 120961CROWN FACILITY SOLUTIONS 218.32883

0.00 SANTA ANA
CA 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022COMMUNITY CENTER 11/19 (CS)
12/01/2022JANITORIAL SERVICES EVENT 120962CROWN FACILITY SOLUTIONS 498.49899

0.00 SANTA ANA
CA 92704

0.0012/01/2022 69930OP
12/01/2022011525
12/01/2022COMMUNITY CENTER 11/20 (CS)
12/01/2022JANITORIAL SERVICES EVENT 120963CROWN FACILITY SOLUTIONS 368.49900

0.00 SANTA ANA
Total: 69930Check No. 9,080.37
CA 92704

0.0012/08/2022 70025OP
12/08/2022011525
12/08/2022PAC 11/15 (CS)
12/08/2022JANITORIAL SERVICES EVENT 121190CROWN FACILITY SOLUTIONS

28.77895

0.00 SANTA ANA
CA 92704

0.0012/08/2022 70025OP
12/08/2022011525
12/08/2022CLEANING PAC 10/18 (CS)
12/08/2022JANITORIAL SERVICES CARPET 121191CROWN FACILITY SOLUTIONS 175.00731

0.00 SANTA ANA
CA 92704

0.0012/08/2022 70025OP
12/08/2022011525
12/08/2022TOURNAMENT NOV 26-27 (CS)
12/08/2022JANITORIAL SRVCS HEROES PARK 121194CROWN FACILITY SOLUTIONS 218.32907

0.00 SANTA ANA
Total: 70025Check No. 422.09
CA 92704

0.0012/15/2022 70082OP
12/15/2022011525
12/15/2022
12/15/2022JANITORIAL SERVICES DEC (PW) 121235CROWN FACILITY SOLUTIONS 5,220.13941

0.00 SANTA ANA
CA 92704

0.0012/15/2022 70082OP
12/15/2022011525
12/15/2022COMMUNITY CENTER 11/27 (CS)
12/15/2022JANITORIAL SERVICES EVENT 121236CROWN FACILITY SOLUTIONS 368.49989

0.00 SANTA ANA
Total: 70082Check No. 5,588.62
Item: 6
33 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
17Page:

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 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022TOURNAMENT 12/3-12/4 (CS)
12/22/2022JANITORIAL SERVICES FOR 121372CROWN FACILITY SOLUTIONS 218.321010

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022TOURNAMENT 12/3-12/4 (CS)
12/22/2022JANITORIAL SRVCS HEROES PARK 121373CROWN FACILITY SOLUTIONS 218.321011

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/11 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121374CROWN FACILITY SOLUTIONS 368.491040

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/10 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121375CROWN FACILITY SOLUTIONS 457.191039

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/08 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121376CROWN FACILITY SOLUTIONS 498.491035

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/07 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121377CROWN FACILITY SOLUTIONS 457.191030

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/06 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121378CROWN FACILITY SOLUTIONS 498.491025

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/14 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121379CROWN FACILITY SOLUTIONS 457.191042

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022CPC OCT (PS)
12/22/2022JANITORIAL SERVICES 121380CROWN FACILITY SOLUTIONS 609.33636

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/202212/3 PERMITS 5108, 5128 (CS)
12/22/2022JANITORIAL SERVICES EVENT PAC 121381CROWN FACILITY SOLUTIONS 484.301017

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/15 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121433CROWN FACILITY SOLUTIONS 729.591052

0.00 SANTA ANA
Item: 6
34 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
18Page:

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 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/17 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121434CROWN FACILITY SOLUTIONS 547.591053

0.00 SANTA ANA
CA 92704

0.0012/22/2022 70125OP
12/22/2022011525
12/22/2022COMMUNITY CENTER 12/18 (CS)
12/22/2022JANITORIAL SERVICES EVENT 121435CROWN FACILITY SOLUTIONS 368.491054

0.00 SANTA ANA
Total: 70125Check No. 5,912.98
Total for CROWN FACILITY SOLUTIONS 21,004.06
CA 91109-8485

0.0012/08/2022 70026OP
12/08/2022011617
12/08/2022(KATHRYN S) OCT (CD)
12/08/2022CODE ENFORCEMENT CONSULTANT 121184CSG CONSULTANTS INC 1,500.0047049

0.00 PASADENA
Total: 70026Check No. 1,500.00
Total for CSG CONSULTANTS INC 1,500.00
CA 92691

0.0012/15/2022 70083OP
12/15/2022011591
12/15/2022
12/15/2022NAME PLATE (CC) 121241DANIEL E. DUNKLEBERG

45.0032223

0.00 DUNKLEBERG GRAPHICS

MISSION VIEJO
Total: 70083Check No. 45.00
Total for DANIEL E. DUNKLEBERG 45.00
WI 53132

0.0012/22/2022 70126OP
12/22/2022010175
12/22/2022
12/22/2022SUPPLIES DEC GLOVES (PS) 121406DASH MEDICAL GLOVES INC. 204.98INV1276889

0.00 FRANKLIN
WI 53132

0.0012/22/2022 70126OP
12/22/2022010175
12/22/2022
12/22/2022SUPPLIES DEC GLOVES (PS) 121407DASH MEDICAL GLOVES INC. 307.48INV 1276890

0.00 FRANKLIN
Total: 70126Check No. 512.46
Total for DASH MEDICAL GLOVES INC. 512.46
CA 90807

0.0012/08/2022 70027OP
12/08/2022011877
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DISCOVER MAGIC 121187DAVID R GROH
819.0011331

0.00 TOTAL KIDS ENTERTAINMENT

LONG BEACH
Item: 6
35 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
19Page:

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
Total: 70027Check No. 819.00
Total for DAVID R GROH 819.00
CA 94244-2550

0.0012/01/2022 69931OP
12/01/20220438
12/01/2022FINGERPRINT OCT (PS)
12/01/2022PRE-EMPLOYMENT & VOLUNTEER 120869DEPARTMENT OF JUSTICE

15.00616196

0.00 SACRAMENTO
Total: 69931Check No. 15.00
Total for DEPARTMENT OF JUSTICE 15.00
CA 92688

0.0012/01/2022 69932OP
12/01/20220490
12/01/2022PARK (PW)
12/01/2022MONTHLY SERVICE NOV HEROES 120872DEWEY PEST CONTROL

35.0015499094

0.00 RANCHO SANTA MARGARITA
CA 92688

0.0012/01/2022 69932OP
12/01/20220490
12/01/2022PARK (PW)
12/01/2022MONTHLY SERVICE NOV SKATE 120874DEWEY PEST CONTROL

40.0015499092

0.00 RANCHO SANTA MARGARITA
Total: 69932Check No. 75.00
CA 92688

0.0012/22/2022 70127OP
12/22/20220490
12/22/2022HEROES PARK (PW)
12/22/2022MONTHLY SERVICE DEC 121401DEWEY PEST CONTROL

35.0015528102

0.00 RANCHO SANTA MARGARITA
CA 92688

0.0012/22/2022 70127OP
12/22/20220490
12/22/2022SKATE PARK (PW)
12/22/2022MONTHLY SERVICE DEC 121402DEWEY PEST CONTROL

40.0015528100

0.00 RANCHO SANTA MARGARITA
CA 92688

0.0012/22/2022 70127OP
12/22/20220490
12/22/2022SPORTS PARK (PW)
12/22/2022MONTHLY SERVICE DEC 121403DEWEY PEST CONTROL 196.0015528103

0.00 RANCHO SANTA MARGARITA
CA 92688

0.0012/22/2022 70127OP
12/22/20220490
12/22/2022SPORTS PARK (PW)
12/22/2022MONTHLY SERVICE NOV 121404DEWEY PEST CONTROL 196.0015499095

0.00 RANCHO SANTA MARGARITA
Total: 70127Check No. 467.00
Total for DEWEY PEST CONTROL 542.00
Item: 6
36 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
20Page:

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 90631

0.0012/22/2022 70128OP
12/22/2022011834
12/22/2022PARKS PW2017-17D OCT (PW)
12/22/2022PARKS RENO SUNDOWNER/ VINTAGE 121417DIAMOND CONSTRUCTION 12,352.66PROGRESS PAYMENT #4

0.00 & DESIGN

LA HABRA
Total: 70128Check No. 12,352.66
Total for DIAMOND CONSTRUCTION 12,352.66
CA 92688

0.0012/01/2022 69933OP
12/01/2022011089
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL BIONERDS CAMP 120829DIANA DIZON
623.0011182

0.00 DBA: BIONERDS

RANCHO SANTA MARGARITA
Total: 69933Check No. 623.00
CA 92688

0.0012/08/2022 70028OP
12/08/2022011089
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL BIONERDS CAMP 121096DIANA DIZON
392.0011183

0.00 DBA: BIONERDS

RANCHO SANTA MARGARITA
Total: 70028Check No. 392.00
Total for DIANA DIZON 1,015.00
CA 94297-0899

0.0012/08/2022 70029OP
12/08/2022010274
12/08/20222022 (F)
12/08/2022PERMANENT TRAILER ID 121206DMV RENEWAL

10.0011/30/2022

0.00 SACRAMENTO
Total: 70029Check No. 10.00
Total for DMV RENEWAL 10.00
CA 91710

0.0012/08/2022 70030OP
12/08/2022011885
12/08/2022SEP LFSP (PW)
12/08/2022REPAIR MOTOR & SEAL FOR PUMP 121136EAGLE PUMP SERVICES INC 1,150.0022023224

0.00 CHINO
Total: 70030Check No. 1,150.00
Total for EAGLE PUMP SERVICES INC 1,150.00
CA 91185-5043

0.0012/08/2022 70031OP
12/08/2022011623
12/08/2022FY 22-23 (PW)
12/08/2022CENTRACS (SMA-LICENSES) 121122ECONOLITE SYSTEMS, INC. 6,704.00PRO10252022

0.00 PASADENA
Total: 70031Check No. 6,704.00
Item: 6
37 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
21Page:

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
Total for ECONOLITE SYSTEMS, INC. 6,704.00
CA 92014

0.0012/01/2022 69934OP
12/01/202205036
12/01/2022JOINT RFP SOLID WASTE (PW)
12/01/2022PROFESSIONAL SERVICES FOR 120967ECONOMICS INC. 22,147.692022.9

0.00 DEL MAR
CA 92014

0.0012/01/2022 69934OP
12/01/202205036
12/01/2022WASTE & SB1383 OCT (PW)
12/01/2022PROFESSIONAL SERVICES SOLID 121059ECONOMICS INC. 6,799.162021-22.16

0.00 DEL MAR
Total: 69934Check No. 28,946.85
Total for ECONOMICS INC. 28,946.85
CA 92506

0.0012/01/2022 69935OP
12/01/2022011909
12/01/2022APPX (CC)
12/01/2022LASERFICHE BUILD TO REPLACE 121075ECS IMAGING INC 35,800.0017289

0.00 RIVERSIDE
Total: 69935Check No. 35,800.00
Total for ECS IMAGING INC 35,800.00
CA 92630

0.0012/22/2022 70129OP
12/22/20220515
12/22/2022PERFORMANCE 12/08 (CS)
12/22/2022DONATION FOR CHOIR 121370EL TORO HIGH SCHOOL 500.0012/07/2022

0.00 LAKE FOREST
Total: 70129Check No. 500.00
Total for EL TORO HIGH SCHOOL 500.00
CA 92630

0.0012/15/2022 70084OP
12/15/202205021
12/15/2022OCT (PW)
12/15/2022WATER SERVICES LFSP/MPS/PARKS 121242EL TORO WATER DISTRICT 26,385.3222-10

0.00 LAKE FOREST
CA 92630

0.0012/15/2022 70084OP
12/15/202205021
12/15/2022NOV (PW)
12/15/2022WATER SERVICES LFSP/MPS/PARKS 121243EL TORO WATER DISTRICT 19,501.5022-11

0.00 LAKE FOREST
Total: 70084Check No. 45,886.82
Total for EL TORO WATER DISTRICT 45,886.82
Item: 6
38 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
22Page:

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 92618

0.0012/01/2022 69936OP
12/01/2022011580
12/01/2022PW2019-17 (PW)
12/01/2022ARBOR ADA RAMP IMPROVEMENT 120893ELEGANT CONSTRUCTION INC. 61,636.95PROGRESS PAYMENT 3

0.00 IRVINE
CA 92618

0.0012/01/2022 69936OP
12/01/2022011580
12/01/2022OCT PW2017-17E (PW)
12/01/2022REGENCY PARK RETENTION 120974ELEGANT CONSTRUCTION INC. 194,275.00PROG PAYMENT 3

0.00 IRVINE
Total: 69936Check No. 255,911.95
Total for ELEGANT CONSTRUCTION INC. 255,911.95
CA 92694

0.0012/01/2022 69937OP
12/01/20220577
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL MUSIC TOGETHER 120878ELENA SALISBURY
1,064.0011223

0.00 DBA MUSIC MOVES ACADEMY, INC.

LADERA RANCH
CA 92694

0.0012/01/2022 69937OP
12/01/20220577
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL MUSIC TOGETHER 120879ELENA SALISBURY
1,200.5011224

0.00 DBA MUSIC MOVES ACADEMY, INC.

LADERA RANCH
CA 92694

0.0012/01/2022 69937OP
12/01/20220577
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL MUSIC TOGETHER 120881ELENA SALISBURY
1,064.0011225

0.00 DBA MUSIC MOVES ACADEMY, INC.

LADERA RANCH
CA 92694

0.0012/01/2022 69937OP
12/01/20220577
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL MUSIC TOGETHER 120882ELENA SALISBURY
1,736.0011226

0.00 DBA MUSIC MOVES ACADEMY, INC.

LADERA RANCH
CA 92694

0.0012/01/2022 69937OP
12/01/20220577
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL MUSIC TOGETHER 120884ELENA SALISBURY
542.5011337

0.00 DBA MUSIC MOVES ACADEMY, INC.

LADERA RANCH
CA 92694

0.0012/01/2022 69937OP
12/01/20220577
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL MUSIC TOGETHER 120885ELENA SALISBURY
451.5011227

0.00 DBA MUSIC MOVES ACADEMY, INC.

LADERA RANCH
Total: 69937Check No. 6,058.50
Total for ELENA SALISBURY 6,058.50
CA 95798-9061

0.0012/01/2022 69938OP
12/01/20220538
12/01/2022JUL - SEP (MS)
12/01/2022UNEMPLOYMENT INSURANCE 120876EMPLOYMENT DEVELOPMENT DEPT.

72.00L0136838800

0.00 WEST SACRAMENTO
Total: 69938Check No. 72.00
Item: 6
39 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
23Page:

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
Total for EMPLOYMENT DEVELOPMENT DEPT. 72.00
CA 92676

0.0012/01/2022 69939OP
12/01/2022011571
12/01/2022MEETINGS 10/4, 10/18 (MS)
12/01/2022AV SERVICES CITY COUNCIL 120897ERIC WINTER
752.106038

0.00 SILVERADO
Total: 69939Check No. 752.10
CA 92676

0.0012/22/2022 70130OP
12/22/2022011571
12/22/2022MEETINGS 11/1, 11/15 (MS)
12/22/2022AV SERVICES CITY COUNCIL 121432ERIC WINTER
752.106039

0.00 SILVERADO
Total: 70130Check No. 752.10
Total for ERIC WINTER 1,504.20
CA 92604

0.0012/01/2022 69940OP
12/01/2022011794
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTICS CLASS 121070EUROGYMNASTICS, INC. 322.0011169

0.00 IRVINE
Total: 69940Check No. 322.00
CA 92604

0.0012/08/2022 70032OP
12/08/2022011794
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL GYMNASTICS CLASS 121101EUROGYMNASTICS, INC. 318.5011170

0.00 IRVINE
Total: 70032Check No. 318.50
Total for EUROGYMNASTICS, INC. 640.50
CA 92602

0.0012/01/2022 69941OP
12/01/2022011085
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL DANCE CLASS 120888EVER AFTER EVENT PRODUCTIONS 315.0011296

0.00 LLC
IRVINE
CA 92602

0.0012/01/2022 69941OP
12/01/2022011085
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL DANCE CLASS 120889EVER AFTER EVENT PRODUCTIONS

62.3011290

0.00 LLC
IRVINE
CA 92602

0.0012/01/2022 69941OP
12/01/2022011085
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL DANCE CLASS 120890EVER AFTER EVENT PRODUCTIONS 373.8011293

0.00 LLC
IRVINE
Item: 6
40 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
24Page:

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 92602

0.0012/01/2022 69941OP
12/01/2022011085
12/01/2022`INSTRUCTOR PAYMENT (CS)
12/01/2022FALL DANCE CLASS 120891EVER AFTER EVENT PRODUCTIONS 322.0011287

0.00 LLC
IRVINE
CA 92602

0.0012/01/2022 69941OP
12/01/2022011085
12/01/2022(CS)
12/01/2022TALENT TREE LIGHTING EVENT 121038EVER AFTER EVENT PRODUCTIONS 476.00221109

0.00 LLC
IRVINE
Total: 69941Check No. 1,549.10
CA 92602

0.0012/08/2022 70033OP
12/08/2022011085
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DANCE CLASS 121176EVER AFTER EVENT PRODUCTIONS 377.3011297

0.00 LLC
IRVINE
CA 92602

0.0012/08/2022 70033OP
12/08/2022011085
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DANCE CLASS 121177EVER AFTER EVENT PRODUCTIONS 918.4011298

0.00 LLC
IRVINE
CA 92602

0.0012/08/2022 70033OP
12/08/2022011085
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DANCE CLASS 121178EVER AFTER EVENT PRODUCTIONS 124.6011291

0.00 LLC
IRVINE
CA 92602

0.0012/08/2022 70033OP
12/08/2022011085
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DANCE CLASS 121179EVER AFTER EVENT PRODUCTIONS 344.4011292

0.00 LLC
IRVINE
CA 92602

0.0012/08/2022 70033OP
12/08/2022011085
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DANCE CLASS 121180EVER AFTER EVENT PRODUCTIONS 373.8011294

0.00 LLC
IRVINE
CA 92602

0.0012/08/2022 70033OP
12/08/2022011085
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DANCE CLASS 121181EVER AFTER EVENT PRODUCTIONS 574.0011295

0.00 LLC
IRVINE
CA 92602

0.0012/08/2022 70033OP
12/08/2022011085
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DANCE CLASS 121182EVER AFTER EVENT PRODUCTIONS 380.8011288

0.00 LLC
IRVINE
CA 92602

0.0012/08/2022 70033OP
12/08/2022011085
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL DANCE CLASS 121183EVER AFTER EVENT PRODUCTIONS 1,033.2011289

0.00 LLC
IRVINE
Total: 70033Check No. 4,126.50
Total for EVER AFTER EVENT PRODUCTIONS 5,675.60
Item: 6
41 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
25Page:

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 92630

0.0012/01/2022 69942OP
12/01/2022010996
12/01/2022OCT RIMGATE PARK (CS)
12/01/2022COMMUNITY OUTREACH BANNER 120901FASTSIGNS OF LAKE FOREST

76.512016-14596

0.00 LAKE FOREST
Total: 69942Check No. 76.51
Total for FASTSIGNS OF LAKE FOREST 76.51
CA 92626

0.0012/08/2022 70034OP
12/08/2022011387
12/08/2022EL TORO PARK OCT (PW)
12/08/2022ELECTRICAL IMPROVEMENTS 121160FBA ENGINEERING 2,500.0039877

0.00 COSTA MESA
Total: 70034Check No. 2,500.00
Total for FBA ENGINEERING 2,500.00
CA 91109-7321

0.0012/08/2022 70035OP
12/08/20220601
12/08/202211/22 (F)
12/08/2022MAILING SERVICES 121219FEDEX

63.357-958-24546

0.00 PASADENA
Total: 70035Check No. 63.35
Total for FEDEX 63.35
CA 92705

0.0012/08/2022 70036OP
12/08/2022010825
12/08/2022PROJECT NOV (PW)
12/08/2022CATCH BASIN REPAIRS 121104G2 CONSTRUCTION INC 2,913.60221128-A

0.00 SANTA ANA
Total: 70036Check No. 2,913.60
Total for G2 CONSTRUCTION INC 2,913.60
CA 92648

0.0012/22/2022 70131OP
12/22/202207631
12/22/202212/3/22 ENTERTAINMENT (CS)
12/22/2022BREAKFAST WITH SANTA 121369GEOFF UMPLEBY
400.00120422-B1

0.00 HUNTINGTON BEACH
Total: 70131Check No. 400.00
Total for GEOFF UMPLEBY 400.00
CA 92501

0.0012/22/2022 70132OP
12/22/2022011916
12/22/2022REC GUIDE - WINTER 2023 (MS)
12/22/2022LAYOUT/DESIGN FOR LEAFLET & 121396GEOGRAPHICS 3,362.7522-23037

0.00 RIVERSIDE
Item: 6
42 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
26Page:

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
Total: 70132Check No. 3,362.75
Total for GEOGRAPHICS 3,362.75
CA 92688

0.0012/22/2022 70133OP
12/22/2022010385
12/22/2022MAY (PW)
12/22/2022GEO TECH 3RD PARTY REVIEW 121398GMU GEOTECHNICAL INC. 2,382.5061854

0.00 RANCHO SANTA MARGARITA
Total: 70133Check No. 2,382.50
Total for GMU GEOTECHNICAL INC. 2,382.50
IL 60055-9634

0.0012/22/2022 70134OP
12/22/2022011622
12/22/2022SOFTWARE 1/1/23-12/31/23 (CC)
12/22/2022PUBLIC RECORDS REQUEST 121328GRANICUS LLC
8,797.50158805

0.00 PALATINE
Total: 70134Check No. 8,797.50
Total for GRANICUS LLC 8,797.50
CA 92672

0.0012/08/2022 70037OP
12/08/20220778
12/08/202212/1 DECOR (CM)
12/08/2022BUSINESS APPRECIATION LUNCHEON 121185GREEN EFFECT 900.006293

0.00 SAN CLEMENTE
Total: 70037Check No. 900.00
Total for GREEN EFFECT 900.00
CA 90051-4598

0.0012/08/2022 70038OP
12/08/2022011361
12/08/2022OCT CIVIC CENTER (PW)
12/08/2022SLOPE LANDSCAPE / MITIGATION 121128HABITAT RESTORATION SCIENCES 1,500.0012627

0.00 INC.

LOS ANGELES
Total: 70038Check No. 1,500.00
Total for HABITAT RESTORATION SCIENCES 1,500.00
CA 92780

0.0012/22/2022 70135OP
12/22/2022010282
12/22/2022DEVELOPMENT/CIP (PW)
12/22/2022TRAFFIC ENGINEERING SEP 121399HARTZOG & CRABILL INC. 10,801.3322-0659

0.00 TUSTIN
Total: 70135Check No. 10,801.33
Total for HARTZOG & CRABILL INC. 10,801.33
Item: 6
43 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
27Page:

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 92821

0.0012/01/2022 69943OP
12/01/20220804
12/01/2022MANAGEMENT OCT (CD)
12/01/2022TESTING LABS CANNABIS 121058HINDERLITER DE LLAMAS & ASSOC 1,500.00SIN022949

0.00 BREA
CA 92821

0.0012/01/2022 69943OP
12/01/20220804
12/01/20222022
12/01/2022HDL SEIP SERVICES JUL - SEP 121071HINDERLITER DE LLAMAS & ASSOC 7,290.00SIN022102

0.00 BREA
Total: 69943Check No. 8,790.00
Total for HINDERLITER DE LLAMAS & ASSOC 8,790.00
CA 92595

0.0012/01/2022 69944OP
12/01/2022011829
12/01/2022SPORTS PARK NOV (PW)
12/01/2022COMPLEX PAVER REPLACEMENT 120991IE GENERAL ENGINEERING INC 100,700.001

0.00 WILDOMAR
Total: 69944Check No. 100,700.00
Total for IE GENERAL ENGINEERING INC 100,700.00
FL 33777

0.0012/01/2022 69945OP
12/01/2022011638
12/01/2022
12/01/2022PAVEMENT MGMT PLAN SEP (PW) 120983IMS INFRASTRUCTURE MANAGEMENT 1,670.0050527-3

0.00 SERVICES LP
LARGO
FL 33777

0.0012/01/2022 69945OP
12/01/2022011638
12/01/2022
12/01/2022PAVEMENT MGMT PLAN OCT (PW) 120985IMS INFRASTRUCTURE MANAGEMENT 12,342.0050527-4

0.00 SERVICES LP
LARGO
FL 33777

0.0012/01/2022 69945OP
12/01/2022011638
12/01/2022
12/01/2022PAVEMENT MGMT PLAN NOV (PW) 120986IMS INFRASTRUCTURE MANAGEMENT 5,010.0050527-5

0.00 SERVICES LP
LARGO
Total: 69945Check No. 19,022.00
Total for IMS INFRASTRUCTURE MANAGEMENT 19,022.00
CO 80537

0.0012/01/2022 69946OP
12/01/202209431
12/01/2022OCT (CD)
12/01/2022BUILDING & SAFTEY SERVICES 120976INTERWEST CONSULTING 162,553.4483046

0.00 GROUP, INC.

LOVELAND
CO 80537

0.0012/01/2022 69946OP
12/01/202209431
12/01/2022OCT (CD)
12/01/2022BUILDING & SAFTEY SERVICES 121057INTERWEST CONSULTING 1,365.0083047

0.00 GROUP, INC.

LOVELAND
Item: 6
44 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
28Page:

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
Total: 69946Check No. 163,918.44
CO 80537

0.0012/22/2022 70136OP
12/22/202209431
12/22/2022NOV (CD)
12/22/2022BUILDING & SAFETY SERVICES 121436INTERWEST CONSULTING 1,155.0083807

0.00 GROUP, INC.

LOVELAND
CO 80537

0.0012/22/2022 70136OP
12/22/202209431
12/22/2022NOV (CD)
12/22/2022BUILDING & SAFETY SERVICES 121438INTERWEST CONSULTING 102,101.5283806

0.00 GROUP, INC.

LOVELAND
Total: 70136Check No. 103,256.52
Total for INTERWEST CONSULTING 267,174.96
CA 92014

0.0012/01/2022 69947OP
12/01/2022010963
12/01/2022SKATE PARK (CM)
12/01/2022VIDEO STREAMING SERVICE OCT 120908IP VIDEO SPECIALISTS 199.005778

0.00 DEL MAR
Total: 69947Check No. 199.00
CA 92014

0.0012/22/2022 70137OP
12/22/2022010963
12/22/2022DEC SKATE PARK (CM)
12/22/2022VIDEO STREAMING SERVICE 121429IP VIDEO SPECIALISTS 199.005931

0.00 DEL MAR
Total: 70137Check No. 199.00
Total for IP VIDEO SPECIALISTS 398.00
CA 92619-7000

0.0012/01/2022 69948OP
12/01/20220927
12/01/2022MPS, PARKS (PW)
12/01/2022WATER SERVICES OCT CC, LFSP, 121056IRVINE RANCH WATER DISTRICT 41,829.5722-10

0.00 IRVINE
Total: 69948Check No. 41,829.57
CA 92619-7000

0.0012/15/2022 70085OP
12/15/20220927
12/15/2022MPS, PARKS (PW)
12/15/2022WATER SERVICES NOV CC, LFSP, 121249IRVINE RANCH WATER DISTRICT 32,693.7622-11

0.00 IRVINE
Total: 70085Check No. 32,693.76
Total for IRVINE RANCH WATER DISTRICT 74,523.33
Item: 6
45 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
29Page:

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 90084-2123

0.0012/08/2022 70039OP
12/08/2022011803
12/08/2022AUG (PW)
12/08/2022TRAFFIC SIGNAL SERVICES 121130ITERIS, INC.
13,873.03151204

0.00 LOS ANGELES
Total: 70039Check No. 13,873.03
Total for ITERIS, INC. 13,873.03
CA 92782

0.0012/15/2022 70086OP
12/15/2022011813
12/15/2022CONSULTING (PS)
12/15/2022EMERGENCY MANAGEMENT PLAN 121244JACOB GREEN
19,495.602077

0.00 TUSTIN
Total: 70086Check No. 19,495.60
Total for JACOB GREEN 19,495.60
CA 92630

0.0012/01/2022 69949OP
12/01/20221306
12/01/2022INVITATIONS,PRINT/DELIVERY(ED)
12/01/2022BUSINESS APPRECIATION LUNCH 120992JAMES L. BLACKBURN 427.1029612

0.00 MINUTEMAN PRESS

LAKE FOREST
CA 92630

0.0012/01/2022 69949OP
12/01/20221306
12/01/2022& DELIVERY (ED)
12/01/2022SEIP NOV 2022 POSTCARDS, PRINT 120995JAMES L. BLACKBURN 781.9829596

0.00 MINUTEMAN PRESS

LAKE FOREST
CA 92630

0.0012/01/2022 69949OP
12/01/20221306
12/01/2022OCT (PS)
12/01/2022CERT INSTRUCTOR GUIDES 121003JAMES L. BLACKBURN 435.1429525

0.00 MINUTEMAN PRESS

LAKE FOREST
Total: 69949Check No. 1,644.22
Total for JAMES L. BLACKBURN 1,644.22
CA 92653

0.0012/01/2022 69950OP
12/01/202210016
12/01/2022CLEANOUT OCT HEROES PARK (PW)
12/01/2022PLUMBING REPAIR-DRAIN 120909JAMEY CLARK INC. 391.5073450

0.00 LAGUNA HILLS
CA 92653

0.0012/01/2022 69950OP
12/01/202210016
12/01/2022OCT RIMGATE PARK (PW)
12/01/2022STAINLESS STEEL TRASH CAN 120910JAMEY CLARK INC. 471.5573457

0.00 LAGUNA HILLS
CA 92653

0.0012/01/2022 69950OP
12/01/202210016
12/01/2022MOUNTAIN VIEW PARK (PW)
12/01/2022UNCLOGGED TOILET NOV 120911JAMEY CLARK INC.
560.6473499

0.00 LAGUNA HILLS
Item: 6
46 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
30Page:

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 92653

0.0012/01/2022 69950OP
12/01/202210016
12/01/2022EL TORO PARK (PW)
12/01/2022BARBEQUE INSTALLATION NOV 120980JAMEY CLARK INC. 2,750.0073506

0.00 LAGUNA HILLS
CA 92653

0.0012/01/2022 69950OP
12/01/202210016
12/01/2022LFSP (PW)
12/01/2022BACKBOARDS AND RIMS NOV 120981JAMEY CLARK INC. 1,403.7573503

0.00 LAGUNA HILLS
Total: 69950Check No. 5,577.44
CA 92653

0.0012/08/2022 70040OP
12/08/202210016
12/08/2022NOV BAKER RANCH (PW)
12/08/2022REPLACE RESTROOM LATCH 121131JAMEY CLARK INC. 466.9273515

0.00 LAGUNA HILLS
CA 92653

0.0012/08/2022 70040OP
12/08/202210016
12/08/2022NOV LFSP (PW)
12/08/2022REPAIR MEN'S RESTROOM 121132JAMEY CLARK INC. 170.0073521

0.00 LAGUNA HILLS
CA 92653

0.0012/08/2022 70040OP
12/08/202210016
12/08/2022BORREGO PARK NOV (PW)
12/08/2022PLUMBING REPAIRS 121133JAMEY CLARK INC.
212.5073525

0.00 LAGUNA HILLS
CA 92653

0.0012/08/2022 70040OP
12/08/202210016
12/08/2022NOV CONCOURSE PARK (PW)
12/08/2022BULLETIN BOARD REPAIR 121134JAMEY CLARK INC. 255.0073526

0.00 LAGUNA HILLS
CA 92653

0.0012/08/2022 70040OP
12/08/202210016
12/08/2022NOV SERRANO CREEK PARK (PW)
12/08/2022REPLACE BUCKET SEAT 121135JAMEY CLARK INC.
704.4873528

0.00 LAGUNA HILLS
Total: 70040Check No. 1,808.90
CA 92653

0.0012/15/2022 70087OP
12/15/202210016
12/15/2022LFSP NOV (PW)
12/15/2022BASEBALL DUGOUT GATE REPAIR 121245JAMEY CLARK INC. 170.0073538

0.00 LAGUNA HILLS
CA 92653

0.0012/15/2022 70087OP
12/15/202210016
12/15/2022BAKER RANCH PARK (PW)
12/15/2022RESTROOM LOCK REPAIR NOV 121246JAMEY CLARK INC. 148.7573539

0.00 LAGUNA HILLS
CA 92653

0.0012/15/2022 70087OP
12/15/202210016
12/15/2022NOV PITTSFORD PARK (PW)
12/15/2022RESTROOM DOOR LATCH REPAIR 121247JAMEY CLARK INC. 368.1573540

0.00 LAGUNA HILLS
Item: 6
47 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
31Page:

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 92653

0.0012/15/2022 70087OP
12/15/202210016
12/15/2022EL TORO PARK (PW)
12/15/2022BBQ INSTALLATION DEC 121248JAMEY CLARK INC.
542.1873548

0.00 LAGUNA HILLS
Total: 70087Check No. 1,229.08
Total for JAMEY CLARK INC. 8,615.42
CA 92653

0.0012/01/2022 69951OP
12/01/2022010871
12/01/2022HOODIES (CS)
12/01/2022SUMMER BASKETBALL CHAMP 120979JC TEES
218.008427

0.00 LAGUNA HILLS
Total: 69951Check No. 218.00
CA 92653

0.0012/08/2022 70041OP
12/08/2022010871
12/08/2022SHIRTS (CS)
12/08/2022SUMMER SOFTBALL CHAMP 121193JC TEES
1,785.758449

0.00 LAGUNA HILLS
Total: 70041Check No. 1,785.75
Total for JC TEES 2,003.75
CA 92630

0.0012/01/2022 69952OP
12/01/2022011906
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL KARATE CLASS 121073JOHN LYLE
903.0011217

0.00 LAKE FOREST
Total: 69952Check No. 903.00
CA 92630

0.0012/08/2022 70042OP
12/08/2022011906
12/08/2022INSTRUTOR PAYMENT (CS)
12/08/2022FALL KARATE CLASS 121103JOHN LYLE
632.1011218

0.00 LAKE FOREST
Total: 70042Check No. 632.10
Total for JOHN LYLE 1,535.10
CA 92835

0.0012/01/2022 69953OP
12/01/2022011353
12/01/2022ENTERTAINMENT (CS)
12/01/2022SPOOKTACULAR 10/22 120916JOHN MORRIS
850.0001022220

0.00 FULLERTON
Total: 69953Check No. 850.00
Total for JOHN MORRIS 850.00
Item: 6
48 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
32Page:

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 92630

0.0012/01/2022 69954OP
12/01/2022010690
12/01/202211/17/2022 (CS)
12/01/2022SENIOR THURSDAY LUNCH 120977JOLANDA'S CATERING & CAFE 1,875.0011/17/2022

0.00 LAKE FOREST
Total: 69954Check No. 1,875.00
Total for JOLANDA'S CATERING & CAFE 1,875.00
CA 90602

0.0012/01/2022 69955OP
12/01/2022011903
12/01/2022EVENT 12/03 (CS)
12/01/2022ENTERTAINMENT TREE LIGHTING 120923JONATHAN SYWULKA 530.00B-289

0.00 WHITTIER
CA 90602

0.0012/01/2022 69955OP
12/01/2022011903
12/01/2022LIGHTING EVENT 12/03 (CS)
12/01/2022FACE PAINTING TREE 120978JONATHAN SYWULKA
530.00B-295

0.00 WHITTIER
Total: 69955Check No. 1,060.00
Total for JONATHAN SYWULKA 1,060.00
CA 92679

0.0012/08/2022 70043OP
12/08/2022011613
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL YOUTH TRACK 121102KENNETH CHAI
735.0011176

0.00 TRABUCO CANYON
Total: 70043Check No. 735.00
Total for KENNETH CHAI 735.00
CA 92646

0.0012/01/2022 69956OP
12/01/20220459
12/01/202212/15 ENTERTAINMENT (CS)
12/01/2022SENIOR HOLIDAY PROGRAM 120958KEVIN ST. CLAIR 550.0011/10/2022

0.00 CHARLES DICKENS CAROLERS

HUNTINGTON BEACH
CA 92646

0.0012/01/2022 69956OP
12/01/20220459
12/01/202212/3 ENTERTAINMENT (CS)
12/01/2022HOLIDAY CAROLERS 120959KEVIN ST. CLAIR
350.0011/09/2022

0.00 CHARLES DICKENS CAROLERS

HUNTINGTON BEACH
Total: 69956Check No. 900.00
Total for KEVIN ST. CLAIR 900.00
WA 98402

0.0012/01/2022 69957OP
12/01/2022011552
12/01/2022(PW)
12/01/2022CIVIC CENTER MAINTANANCE OCT 120913KIDDER MATHEWS OF CALIFORNIA 32,767.00KMCA6064

0.00 INC.

TACOMA
Item: 6
49 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
33Page:

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
Total: 69957Check No. 32,767.00
Total for KIDDER MATHEWS OF CALIFORNIA 32,767.00
PA 15264-5094

0.0012/01/2022 69958OP
12/01/2022011908
12/01/2022STORAGE DEVICE 22-23 (CM)
12/01/2022ANNUAL MAINTENANCE PLASMON 121063KODAK ALARIS INC 3,772.00USX405726

0.00 PITTSBURGH
Total: 69958Check No. 3,772.00
Total for KODAK ALARIS INC 3,772.00
CA 91185

0.0012/01/2022 69959OP
12/01/2022011575
12/01/2022OCT COMTR (MS)
12/01/2022COPIER MONTHLY MAINTENANCE 121068KONICA MINOLTA BUSINESS

32.42283553527

0.00 SOLUTIONS USA INC

PASADENA
Total: 69959Check No. 32.42
CA 91185

0.0012/08/2022 70044OP
12/08/2022011575
12/08/2022OCT (CM)
12/08/2022MANAGED PRINT SERVICES 121205KONICA MINOLTA BUSINESS 438.169008976261

0.00 SOLUTIONS USA INC

PASADENA
Total: 70044Check No. 438.16
Total for KONICA MINOLTA BUSINESS 470.58
CA 91189-0706

0.0012/22/2022 70138OP
12/22/2022011915
12/22/2022
12/22/2022C300I LEASE IN COMTR (CS) 121371KONICA MINOLTA 359.6341173348

0.00 PASADENA
Total: 70138Check No. 359.63
Total for KONICA MINOLTA 359.63
CA 92612

0.0012/01/2022 69960OP
12/01/2022011907
12/01/2022COVER (PW)
12/01/2022PHASE 1 - SENIOR CENTER PATIO 121046KPFF INC 3,250.00447466

0.00 KPFF CONSULTING ENGINEERS
IRVINE
Total: 69960Check No. 3,250.00
Total for KPFF INC 3,250.00
Item: 6
50 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
34Page:

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 92630

0.0012/01/2022 69961OP
12/01/20221163
12/01/2022CABINET LOCK NOV (PW)
12/01/2022INSTALL CIVIC CENTER FILE 120912KWIKEY'S LOCK AND KEY, INC. 215.00111022

0.00 LAKE FOREST
Total: 69961Check No. 215.00
Total for KWIKEY'S LOCK AND KEY, INC. 215.00
CA 92630

0.0012/08/2022 70045OP
12/08/2022010898
12/08/20222013 TOYOTA TACOMA (CS)
12/08/2022VEHICLE MAINTENANCE NOV 121195L & M AUTOMOTIVE

53.9950125

0.00 LAKE FOREST
Total: 70045Check No. 53.99
CA 92630

0.0012/22/2022 70139OP
12/22/2022010898
12/22/20222012 TOYOTA HIGHLANDER (PS)
12/22/2022VEHICLE MAINTENANCE DEC 121416L & M AUTOMOTIVE

49.7550181

0.00 LAKE FOREST
Total: 70139Check No. 49.75
Total for L & M AUTOMOTIVE 103.74
CA 90071

0.0012/01/2022 69962OP
12/01/2022011887
12/01/2022TRANSLATION SERVICES (CC)
12/01/2022NOTICE OF NOMINEES 2022 121055LA OPINION LP
450.0026945

0.00 LOS ANGELES
Total: 69962Check No. 450.00
Total for LA OPINION LP 450.00
CA 92672

0.0012/01/2022 69963OP
12/01/202212171
12/01/2022OCT THE MEADOWS (PW)
12/01/2022GEOTECHNICAL SERVICES 120982LGC GEOTECHNICAL, INC. 687.6801-18300

0.00 SAN CLEMENTE
Total: 69963Check No. 687.68
Total for LGC GEOTECHNICAL, INC. 687.68
CA 92870

0.0012/08/2022 70046OP
12/08/2022011898
12/08/2022SLURRY GRANT OCT (PW)
12/08/2022JERONIMO/MUIRLANDS ARTERIAL 121214LOCAL AGENCY ENGINEERING 1,260.0022-800

0.00 ASSOCIATES INC

PLACENTIA
Total: 70046Check No. 1,260.00
Item: 6
51 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
35Page:

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 92870

0.0012/15/2022 70088OP
12/15/2022011898
12/15/2022SLURRY GRANT NOV (PW)
12/15/2022JERONIMO/MUIRLANDS ARTERIAL 121250LOCAL AGENCY ENGINEERING 612.5022-870

0.00 ASSOCIATES INC

PLACENTIA
Total: 70088Check No. 612.50
Total for LOCAL AGENCY ENGINEERING 1,872.50
IL 60674-5099

0.0012/01/2022 69964OP
12/01/2022011315
12/01/2022FRONT-END NOV (CM)
12/01/2022COMMERCIAL PROPERTIES NOW 120914LOOPNET
356.00116768494-1

0.00 CHICAGO
Total: 69964Check No. 356.00
IL 60674-5099

0.0012/15/2022 70089OP
12/15/2022011315
12/15/2022FRONT-END DEC (CM)
12/15/2022COMMERCIAL PROPERTIES NOW 121251LOOPNET
356.00116892386-1

0.00 CHICAGO
Total: 70089Check No. 356.00
Total for LOOPNET 712.00
CA 92806

0.0012/01/2022 69965OP
12/01/2022011798
12/01/2022TREE LIGHTING EVENT 12/3 (CS)
12/01/2022BOUNCE HOUSE/CLIMBING WALL 121021MAGIC JUMP RENTALS 3,454.4593742

0.00 ORANGE COUNTY LLC

ANAHEIM
Total: 69965Check No. 3,454.45
Total for MAGIC JUMP RENTALS 3,454.45
CA 91761

0.0012/01/2022 69966OP
12/01/2022011843
12/01/2022CONCESSION STAND OCT (PW)
12/01/2022INSTALL DOOR SWEEP LFSP 121005MARIO CESAR TREJO 385.775770

0.00 AXXESS DOOR CORP

ONTARIO
CA 91761

0.0012/01/2022 69966OP
12/01/2022011843
12/01/2022RECREATION BLDG (PW)
12/01/2022DOOR SERVICE JULY LFSP 121006MARIO CESAR TREJO 583.745528

0.00 AXXESS DOOR CORP

ONTARIO
Total: 69966Check No. 969.51
Total for MARIO CESAR TREJO 969.51
Item: 6
52 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
36Page:

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 92630

0.0012/08/2022 70047OP
12/08/2022010969
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL BOOT CAMP 121170MARYAM STEVENSON
1,137.5011171

0.00 LAKE FOREST
CA 92630

0.0012/08/2022 70047OP
12/08/2022010969
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL BOOT CAMP 121171MARYAM STEVENSON
831.6011172

0.00 LAKE FOREST
CA 92630

0.0012/08/2022 70047OP
12/08/2022010969
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL BOOT CAMP 121172MARYAM STEVENSON
756.0011173

0.00 LAKE FOREST
Total: 70047Check No. 2,725.10
Total for MARYAM STEVENSON 2,725.10
CA 92623

0.0012/01/2022 69967OP
12/01/2022011796
12/01/2022
12/01/2022CITY VEHICLE CAR WASH OCT (PW) 121004MASTER WASH, INC. 320.0073044

0.00 IRVINE
CA 92623

0.0012/01/2022 69967OP
12/01/2022011796
12/01/2022
12/01/2022CITY VEHICLE CAR WASH AUG (PW) 121025MASTER WASH, INC. 440.0072431

0.00 IRVINE
Total: 69967Check No. 760.00
CA 92623

0.0012/08/2022 70048OP
12/08/2022011796
12/08/2022NOV (PW)
12/08/2022CITY VEHICLE CAR WASH 121162MASTER WASH, INC. 400.0073259

0.00 IRVINE
Total: 70048Check No. 400.00
Total for MASTER WASH, INC. 1,160.00
CA 92708

0.0012/01/2022 69968OP
12/01/2022011505
12/01/2022SERVICES OCT (CC)
12/01/2022IMAGING & SCANNING 121054MATRIX IMAGING PRODUCTS INC. 3,355.1420221108

0.00 FOUNTAIN VALLEY
Total: 69968Check No. 3,355.14
CA 92708

0.0012/15/2022 70090OP
12/15/2022011505
12/15/2022NOV (CC)
12/15/2022IMAGING & SCANNING SERVICES 121252MATRIX IMAGING PRODUCTS INC. 3,237.0020221106

0.00 FOUNTAIN VALLEY
Item: 6
53 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
37Page:

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 92708

0.0012/15/2022 70090OP
12/15/2022011505
12/15/2022NOV-2 (CC)
12/15/2022IMAGING & SCANNING SERVICES 121253MATRIX IMAGING PRODUCTS INC. 1,502.4820221107

0.00 FOUNTAIN VALLEY
Total: 70090Check No. 4,739.48
Total for MATRIX IMAGING PRODUCTS INC. 8,094.62
CA 92656

0.0012/01/2022 69969OP
12/01/2022011904
12/01/2022LIVING SHRED EVENT (CS)
12/01/2022ENTERTAINMENT - NIGHT OF 121028MAX KULMER-FIRER 300.00100

0.00 ALISO VIEJO
Total: 69969Check No. 300.00
Total for MAX KULMER-FIRER 300.00
OR 97301

0.0012/01/2022 69970OP
12/01/2022011739
12/01/202210/31/22-10/31/23 (PW)
12/01/2022PMP STREET SAVER SUBSCRIPTION 121018METROPOLITAN TRANSPORTATION 2,500.004926-AR12762

0.00 COMMISSION
SALEM
Total: 69970Check No. 2,500.00
Total for METROPOLITAN TRANSPORTATION 2,500.00
CA 92658

0.0012/15/2022 70091OP
12/15/2022011864
12/15/2022610-691-36 (CM)
12/15/2022APPRAISAL SERVICES FOR APN 121256MICHAEL J FRANCIS 950.0022-22

0.00 NEWPORT BEACH
Total: 70091Check No. 950.00
Total for MICHAEL J FRANCIS 950.00
CA 92672

0.0012/01/2022 69971OP
12/01/2022010562
12/01/2022CONSULTING JUL 2022 (CD)
12/01/2022CDBG & CDBG-CV 120984MIKE LINARES INC
5,407.5022-23-1

0.00 SAN CLEMENTE
CA 92672

0.0012/01/2022 69971OP
12/01/2022010562
12/01/2022AUG 2022 (CD)
12/01/2022CDBG & CDBG-CV CONSULTING 120987MIKE LINARES INC 8,394.5022-23-2

0.00 SAN CLEMENTE
CA 92672

0.0012/01/2022 69971OP
12/01/2022010562
12/01/2022SEP 2022 (CD)
12/01/2022CDBG & CDBG-CV CONSULTING 120988MIKE LINARES INC 3,347.5022-23-3

0.00 SAN CLEMENTE
Item: 6
54 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
38Page:

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
Total: 69971Check No. 17,149.50
Total for MIKE LINARES INC 17,149.50
CA 92630

0.0012/01/2022 69972OP
12/01/202202026
12/01/2022(PW)
12/01/2022EMBROIDERED HATS VILLEGAS NOV 120989MONOGRAM MAGIC

25.8664523

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69972OP
12/01/202202026
12/01/2022
12/01/2022UNIFORMS MOKARRAM (PW) 120990MONOGRAM MAGIC
276.3664503

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69972OP
12/01/202202026
12/01/2022(CD)
12/01/2022CODE ENFORCEMENT UNIFORMS 120996MONOGRAM MAGIC 296.6164446

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69972OP
12/01/202202026
12/01/2022
12/01/2022CAP GUYER OCT (PS) 120998MONOGRAM MAGIC

27.4864384

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69972OP
12/01/202202026
12/01/2022
12/01/2022CERT SHIRTS (PS) 121008MONOGRAM MAGIC
153.2664304

0.00 LAKE FOREST
Total: 69972Check No. 779.57
CA 92630

0.0012/15/2022 70092OP
12/15/202202026
12/15/2022DE LA PAZ, MOULSON NOV (PS)
12/15/2022UNIFORMS ROBINSON, HERRERA 121255MONOGRAM MAGIC 113.0964577

0.00 LAKE FOREST
Total: 70092Check No. 113.09
Total for MONOGRAM MAGIC 892.66
CA 92013

0.0012/15/2022 70093OP
12/15/2022011345
12/15/2022INSPECTION NOV (PW)
12/15/2022LFSP QUARTERLY PALM TREE 121254MTR HORTICULTURE, INC. 3,225.0012-5-22

0.00 CARLSBAD
Total: 70093Check No. 3,225.00
Total for MTR HORTICULTURE, INC. 3,225.00
Item: 6
55 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
39Page:

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 92886

0.0012/01/2022 69973OP
12/01/2022011884
12/01/2022INSTRUCTOR PAYMENT (MS)
12/01/2022EMPLOYEE WELLNESS YOGA CLASS 120993NATASHA UMRIGAR MOLLA

50.00OCTOBER 2022

0.00 YORBA LINDA
Total: 69973Check No. 50.00
CA 92886

0.0012/15/2022 70094OP
12/15/2022011884
12/15/2022INSTRUCTOR PAYMENT (MS)
12/15/2022EMPLOYEE WELLNESS YOGA CLASS 121257NATASHA UMRIGAR MOLLA

50.00NOVEMBER 2022

0.00 YORBA LINDA
Total: 70094Check No. 50.00
Total for NATASHA UMRIGAR MOLLA 100.00
CA 91185-5067

0.0012/01/2022 69974OP
12/01/20221465
12/01/202209/16/22 - 09/15/2023 (MS)
12/01/2022ONBOARD SOFTWARE LICENSE 121014NEOGOV
4,023.40INV-27996

0.00 GOVERNMENTJOBS.COM INC

PASADENA
Total: 69974Check No. 4,023.40
Total for NEOGOV 4,023.40
CA 90064

0.0012/01/2022 69975OP
12/01/2022011905
12/01/2022EL TORO PARK PW2021-19( PW)
12/01/2022LODGE POLE FENCE REPLACEMENT 121034NEXT STAGE GROUP 23,949.5011162022-0

0.00 LOS ANGELES
Total: 69975Check No. 23,949.50
Total for NEXT STAGE GROUP 23,949.50
CA 92705

0.0012/01/2022 69976OP
12/01/20221469
12/01/2022PASSIVE PARKS (PW)
12/01/2022MONTHLY MAINTENANCE OCT 121016NIEVES LANDSCAPE INC. 69,575.8473086

0.00 SANTA ANA
CA 92705

0.0012/01/2022 69976OP
12/01/20221469
12/01/2022OCT (PW)
12/01/2022SLOPES/MP MONTHLY MAINTENANCE 121017NIEVES LANDSCAPE INC. 68,637.4973087

0.00 SANTA ANA
Total: 69976Check No. 138,213.33
CA 92705

0.0012/08/2022 70049OP
12/08/20221469
12/08/2022NOV PASSIVE PARKS (PW)
12/08/2022MONTHLY MAINTENANCE 121137NIEVES LANDSCAPE INC. 69,575.8473323

0.00 SANTA ANA
Item: 6
56 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
40Page:

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 92705

0.0012/08/2022 70049OP
12/08/20221469
12/08/2022MAINTENANCE NOV (PW)
12/08/2022SLOPES/MP MONTHLY 121147NIEVES LANDSCAPE INC. 68,637.4973324

0.00 SANTA ANA
Total: 70049Check No. 138,213.33
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022VETERANS/PEACHWOOD PARKS (PW)
12/22/2022IRRIGATION REPAIRS SEP NATURE/ 121138NIEVES LANDSCAPE INC. 3,682.7473478

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022OCT VETERANS PARK (PW)
12/22/2022IRRIGATION REPAIRS 121139NIEVES LANDSCAPE INC. 2,720.5473479

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022OCT DARRIN PARK (PW)
12/22/2022DUMP FEE (TREE BRANCHES) 121140NIEVES LANDSCAPE INC. 485.7873480

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022MOUNTAIN VIEW/PITTSFORD (PW)
12/22/2022IRRIGATION REPAIRS OCT 121141NIEVES LANDSCAPE INC. 1,388.0473481

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022OCT LAKE FOREST PARK (PW)
12/22/2022INSTALL PLANTS/MULCH 121142NIEVES LANDSCAPE INC. 926.7073482

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022OCT CONCOURSE PARK (PW)
12/22/2022INSTALL SOIL & DG 121143NIEVES LANDSCAPE INC. 14,780.0073483

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022MOUNTAIN VIEW PARKS NOV (PW)
12/22/2022IRRIGATION REPAIRS VETERANS/ 121144NIEVES LANDSCAPE INC. 2,101.7573484

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022PLANTINGS OCT (PW)
12/22/2022EXPAND THE FOREST 121145NIEVES LANDSCAPE INC. 1,350.0073545

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022PLANTINGS NOV (PW)
12/22/2022EXPAND THE FOREST 121146NIEVES LANDSCAPE INC. 775.0073546

0.00 SANTA ANA
Item: 6
57 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
41Page:

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 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022FOREST/TRABUCO SEP (PW)
12/22/2022IRRIGATION REPAIRS LAKE 121148NIEVES LANDSCAPE INC. 358.9573535

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022ROUTE/TOLEDO/EL TORO SEP (PW)
12/22/2022IRRIGATION REPAIRS RIDGE 121149NIEVES LANDSCAPE INC. 1,150.5073534

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022BAKE/TRABUCO SEP (PW)
12/22/2022IRRIGATION REPAIRS JERONIMO/ 121150NIEVES LANDSCAPE INC. 1,170.0073536

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022BAKE/SANTA MARGARITA OCT (PW)
12/22/2022IRRIGATION REPAIRS TOLEDO/ 121151NIEVES LANDSCAPE INC. 1,440.5073537

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022SEP EL TORO/TOLEDO (PW)
12/22/2022TREE BRANCHES DUMP FEE 121152NIEVES LANDSCAPE INC. 300.0073538

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022CORONADO OCT (PW)
12/22/2022INSTALL MULCH DIMENSION/ 121153NIEVES LANDSCAPE INC. 950.0073539

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022/ROCKFIELD/ELROND OCT (PW)
12/22/2022IRRGTN REPAIRS CATALINA/TOLEDO 121154NIEVES LANDSCAPE INC. 1,160.0073540

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022RIDGE ROUTE/SERRANO OCT (PW)
12/22/2022IRRIGATION REPAIRS TRABUCO/ 121155NIEVES LANDSCAPE INC. 429.5073542

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022TREE BRNCH-TRABUCO TRL OCT(PW)
12/22/2022STAKES - LAKE FOREST KEYS/ 121156NIEVES LANDSCAPE INC. 625.0473543

0.00 SANTA ANA
CA 92705

0.0012/22/2022 70140OP
12/22/20221469
12/22/2022SEP (PW)
12/22/2022TREE REMOVAL SERRANO ROAD 121157NIEVES LANDSCAPE INC. 990.7273544

0.00 SANTA ANA
Total: 70140Check No. 36,785.76
Total for NIEVES LANDSCAPE INC. 313,212.42
Item: 6
58 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
42Page:

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 92663

0.0012/01/2022 69977OP
12/01/20221407
12/01/2022
12/01/2022FLAG REPLENISHMENT OCT (CC) 121027NIKKI'S FLAG SHOP 1,241.236420

0.00 NEWPORT BEACH
Total: 69977Check No. 1,241.23
Total for NIKKI'S FLAG SHOP 1,241.23
CA 92675

0.0012/22/2022 70141OP
12/22/2022011137
12/22/202212/10 DJ SERVICES (CS)
12/22/2022SPECIAL NEEDS DANCE 121430NOAH HOLLAND TORGESON 400.0020221210

0.00 SAN JUAN CAPISTRANO
Total: 70141Check No. 400.00
Total for NOAH HOLLAND TORGESON 400.00
CA 92801

0.0012/01/2022 69978OP
12/01/2022011523
12/01/2022CIVIC CENTER (PW)
12/01/2022ICE MACHINE SUMP PUMPS JUL 121015NORM'S REFRIGERATION LLC 323.250439502-IN

0.00 ANAHEIM
Total: 69978Check No. 323.25
CA 92801

0.0012/22/2022 70142OP
12/22/2022011523
12/22/2022FOR CIVIC CENTER (PW)
12/22/2022REFRIGERATOR/FREEZER 121424NORM'S REFRIGERATION LLC 5,591.51201008925-00

0.00 ANAHEIM
CA 92801

0.0012/22/2022 70142OP
12/22/2022011523
12/22/2022CIVIC CENTER (PW)
12/22/2022ICE MACHINE REPLACEMENTS 121425NORM'S REFRIGERATION LLC 5,774.82201008665-00

0.00 ANAHEIM
Total: 70142Check No. 11,366.33
Total for NORM'S REFRIGERATION LLC 11,689.58
CA 91729-3700

0.0012/01/2022 69979OP
12/01/2022011457
12/01/2022TESTING SEP (MS)
12/01/2022PRE-EMPLOYMENT PHYSICALS AND 121011OCCUPATIONAL HEALTH CENTERS

47.0076797100

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
CA 91729-3700

0.0012/01/2022 69979OP
12/01/2022011457
12/01/2022TESTING NOV (MS)
12/01/2022PRE-EMPLOYMENT PHYSICALS AND 121013OCCUPATIONAL HEALTH CENTERS

47.0077265278

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
Total: 69979Check No. 94.00
Item: 6
59 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
43Page:

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 91729-3700

0.0012/15/2022 70095OP
12/15/2022011457
12/15/2022TESTING NOV (MS)
12/15/2022PRE-EMPLOYMENT PHYSICALS AND 121258OCCUPATIONAL HEALTH CENTERS 242.0077426137

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
CA 91729-3700

0.0012/15/2022 70095OP
12/15/2022011457
12/15/2022TESTING NOV (MS)
12/15/2022PRE-EMPLOYMENT PHYSICALS AND 121259OCCUPATIONAL HEALTH CENTERS

30.0077485022

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
Total: 70095Check No. 272.00
Total for OCCUPATIONAL HEALTH CENTERS 366.00
AZ 85038-9248

0.0012/01/2022 69980OP
12/01/202215201
12/01/2022
12/01/2022OPERATING SUPPLIES OCT (F) 121020ODP BUSINESS SOLUTIONS, LLC 629.2924088931

0.00 PHOENIX
Total: 69980Check No. 629.29
AZ 85038-9248

0.0012/15/2022 70096OP
12/15/202215201
12/15/2022(F)
12/15/2022OPERATING SUPPLIES NOVEMBER 121292ODP BUSINESS SOLUTIONS, LLC 1,538.9424439878

0.00 PHOENIX
Total: 70096Check No. 1,538.94
Total for ODP BUSINESS SOLUTIONS, LLC 2,168.23
CA 92805

0.0012/01/2022 69981OP
12/01/2022010645
12/01/2022IMPROVEMENT PROJECT SEP (PW)
12/01/2022PHASE 13 ADA ACCESS RAMP 120997ONWARD ENGINEERING 7,463.906524

0.00 ANAHEIM
CA 92805

0.0012/01/2022 69981OP
12/01/2022010645
12/01/2022IMPROVEMENT PROJECT OCT (PW)
12/01/2022PHASE 13 ADA ACCESS RAMP 120999ONWARD ENGINEERING 2,595.386582

0.00 ANAHEIM
Total: 69981Check No. 10,059.28
CA 92805

0.0012/08/2022 70050OP
12/08/2022010645
12/08/2022DESIGN OCT (PW)
12/08/2022LAKE FOREST DR RESURFACING 121158ONWARD ENGINEERING 35,570.856580

0.00 ANAHEIM
CA 92805

0.0012/08/2022 70050OP
12/08/2022010645
12/08/2022DESIGN OCT (PW)
12/08/2022TRABUCO RD RESURFACING 121159ONWARD ENGINEERING 1,298.756581

0.00 ANAHEIM
Item: 6
60 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
44Page:

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
Total: 70050Check No. 36,869.60
Total for ONWARD ENGINEERING 46,928.88
CA 92619

0.0012/01/2022 69982OP
12/01/20221618
12/01/2022BUSINESS POSTCARDS (MS)
12/01/2022BULK MAILING PERMIT #104 121026POSTMASTER
833.7611/14/2022

0.00 IRVINE
Total: 69982Check No. 833.76
Total for POSTMASTER 833.76
MI 48180

0.0012/01/2022 69983OP
12/01/20221663
12/01/2022
12/01/2022AP CHECK STOCK NOV 2022 (F) 121001PRINTING SYSTEMS INC. 149.40225882

0.00 TAYLOR
MI 48180

0.0012/01/2022 69983OP
12/01/20221663
12/01/2022NOV 2022 (F)
12/01/2022REFUND CHECK STOCK 121002PRINTING SYSTEMS INC. 108.51225883

0.00 TAYLOR
MI 48180

0.0012/01/2022 69983OP
12/01/20221663
12/01/2022
12/01/2022AP CHECK STOCK (F) 121022PRINTING SYSTEMS INC. 108.57223840

0.00 TAYLOR
MI 48180

0.0012/01/2022 69983OP
12/01/20221663
12/01/2022
12/01/2022AP CHECK STOCK (F) 121023PRINTING SYSTEMS INC. 191.40224013

0.00 TAYLOR
MI 48180

0.0012/01/2022 69983OP
12/01/20221663
12/01/2022
12/01/2022PR CHECK STOCK (F) 121024PRINTING SYSTEMS INC. 108.57224014

0.00 TAYLOR
Total: 69983Check No. 666.45
Total for PRINTING SYSTEMS INC. 666.45
CA 92799-5091

0.0012/15/2022 70097OP
12/15/202218240
12/15/2022PTM-108-702MD-1 (CD)
12/15/202222702 MADRID HOA PAYMENT JAN 121269RANCHO VIEJO II HOA 420.0022702 12/01/2022

0.00 SANTA ANA
Total: 70097Check No. 420.00
Item: 6
61 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
45Page:

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 92799-5091

0.0012/15/2022 70098OP
12/15/202218240
12/15/2022PTM-108-706MD-1 (CD)
12/15/202222706 MADRID HOA PAYMENT JAN 121270RANCHO VIEJO II HOA 420.0022706 12/01/2022

0.00 SANTA ANA
Total: 70098Check No. 420.00
Total for RANCHO VIEJO II HOA 840.00
CA 92705

0.0012/01/2022 69984OP
12/01/2022011897
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL EDUCATION DEVELOPMENT 121029READWRITE EDUCATIONAL 118.3011235

0.00 SOLUTIONS INC

SANTA ANA
CA 92705

0.0012/01/2022 69984OP
12/01/2022011897
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL EDUCATION DEVELOPMENT 121030READWRITE EDUCATIONAL 205.8011466

0.00 SOLUTIONS INC

SANTA ANA
CA 92705

0.0012/01/2022 69984OP
12/01/2022011897
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL EDUCATION DEVELOPMENT 121031READWRITE EDUCATIONAL 236.6011232

0.00 SOLUTIONS INC

SANTA ANA
CA 92705

0.0012/01/2022 69984OP
12/01/2022011897
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL EDUCATION DEVELOPMENT 121032READWRITE EDUCATIONAL 308.70114665

0.00 SOLUTIONS INC

SANTA ANA
CA 92705

0.0012/01/2022 69984OP
12/01/2022011897
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL EDUCATION DEVELOPMENT 121033READWRITE EDUCATIONAL 828.1011229

0.00 SOLUTIONS INC

SANTA ANA
Total: 69984Check No. 1,697.50
Total for READWRITE EDUCATIONAL 1,697.50
CA 92110

0.0012/15/2022 70099OP
12/15/202223481
12/15/2022OCT (PW)
12/15/2022RANCHO/LAKE FOREST DESIGN 121261RICK ENGINEERING COMPANY 7,008.500091271

0.00 SAN DIEGO
CA 92110

0.0012/15/2022 70099OP
12/15/202223481
12/15/2022OCT (PW)
12/15/2022JERONIMO/LAKE FOREST DESIGN 121262RICK ENGINEERING COMPANY 1,761.000091272

0.00 SAN DIEGO
CA 92110

0.0012/15/2022 70099OP
12/15/202223481
12/15/2022
12/15/2022BAKE/TOLEDO DESIGN OCT (PW) 121263RICK ENGINEERING COMPANY 6,003.000091276

0.00 SAN DIEGO
Item: 6
62 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
46Page:

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 92110

0.0012/15/2022 70099OP
12/15/202223481
12/15/2022OCT (PW)
12/15/2022LOS ALISOS/ROCKFIELD DESIGN 121264RICK ENGINEERING COMPANY 10,083.500091278

0.00 SAN DIEGO
CA 92110

0.0012/15/2022 70099OP
12/15/202223481
12/15/2022
12/15/2022BAKE/TRABUCO DESIGN OCT (PW) 121265RICK ENGINEERING COMPANY 222.500091330

0.00 SAN DIEGO
CA 92110

0.0012/15/2022 70099OP
12/15/202223481
12/15/2022OCT PW 2018-01 (PW)
12/15/2022EL TORO/PORTOLA PKWY DESIGN 121266RICK ENGINEERING COMPANY 587.5018291C(37)

0.00 SAN DIEGO
Total: 70099Check No. 25,666.00
Total for RICK ENGINEERING COMPANY 25,666.00
CA 92675

0.0012/01/2022 69985OP
12/01/20221833
12/01/2022SEP PORTOLA PARK (PW)
12/01/2022CONSTRUCTION SUPPORT 121007RJM DESIGN GROUP INC. 976.7535302

0.00 SAN JUAN CAPISTRANO
Total: 69985Check No. 976.75
CA 92675

0.0012/22/2022 70143OP
12/22/20221833
12/22/2022PLAN CONST SUPPORT OCT (PW)
12/22/2022NEIGHBORHOOD PARKS IMPROVEMENT 121419RJM DESIGN GROUP INC. 165.0035361

0.00 SAN JUAN CAPISTRANO
Total: 70143Check No. 165.00
Total for RJM DESIGN GROUP INC. 1,141.75
CO 80228

0.0012/08/2022 70051OP
12/08/2022011425
12/08/2022VETERANS PARK (PW)
12/08/2022GOOSINATOR ANTI-DECOY NOV 121129RMD CONCEPTS INC. 239.851251

0.00 LAKEWOOD
Total: 70051Check No. 239.85
Total for RMD CONCEPTS INC. 239.85
CA 92694

0.0012/08/2022 70052OP
12/08/20221895
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL GUITAR/UKULELE 121188RON GORMAN
305.2011220

0.00 LADERA RANCH
Item: 6
63 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
47Page:

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 92694

0.0012/08/2022 70052OP
12/08/20221895
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL GUITAR/UKULELE 121189RON GORMAN
305.2011219

0.00 LADERA RANCH
Total: 70052Check No. 610.40
Total for RON GORMAN 610.40
CA 92614

0.0012/01/2022 69986OP
12/01/20221802
12/01/2022CONSULTING (CD)
12/01/2022AFFORDABLE HOUSING 121009ROSENOW SPEVACEK GROUP INC 3,356.25I009469

0.00 IRVINE
CA 92614

0.0012/01/2022 69986OP
12/01/20221802
12/01/2022CONSULTING SERVICES SEP (CD)
12/01/2022AFFORDABLE HOUSING 121010ROSENOW SPEVACEK GROUP INC 4,137.50I009360

0.00 IRVINE
Total: 69986Check No. 7,493.75
CA 92614

0.0012/15/2022 70100OP
12/15/20221802
12/15/2022SERVICES NOV (CD)
12/15/2022AFFORDABLE HOUSING CONSULTING 121268ROSENOW SPEVACEK GROUP INC 2,907.50I009563

0.00 IRVINE
Total: 70100Check No. 2,907.50
Total for ROSENOW SPEVACEK GROUP INC 10,401.25
CA 92675

0.0012/01/2022 69987OP
12/01/2022011230
12/01/2022ASSISTANT (CD)
12/01/2022PLANNING CONSULTING SERVICES - 120905SAGECREST PLANNING AND 4,899.503790

0.00 ENVIRONMENTAL LLC

SAN JUAN CAPISTRANO
Total: 69987Check No. 4,899.50
CA 92675

0.0012/15/2022 70101OP
12/15/2022011230
12/15/2022ASST PLANNER (CD)
12/15/2022PLANNING CONSULTANT SERVICES 121274SAGECREST PLANNING AND 779.003861

0.00 ENVIRONMENTAL LLC

SAN JUAN CAPISTRANO
Total: 70101Check No. 779.00
Total for SAGECREST PLANNING AND 5,678.50
CA 92630

0.0012/01/2022 69988OP
12/01/2022011745
12/01/2022INSTRUCTOR PAMENT (CS)
12/01/2022FALL PICKLEBALL 120894SHELLY BOOTH
1,305.5011199

0.00 LAKE FOREST
Item: 6
64 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
48Page:

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 92630

0.0012/01/2022 69988OP
12/01/2022011745
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL PICKLEBALL 120895SHELLY BOOTH
353.5011203

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69988OP
12/01/2022011745
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL PICKLEBALL 120896SHELLY BOOTH
234.5011204

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69988OP
12/01/2022011745
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL PICKLEBALL 120898SHELLY BOOTH
437.5011197

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69988OP
12/01/2022011745
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL PICKLEBALL 120899SHELLY BOOTH
357.0011201

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69988OP
12/01/2022011745
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL PICKLEBALL 120900SHELLY BOOTH
234.5011202

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 69988OP
12/01/2022011745
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL PICKLEBALL 121074SHELLY BOOTH
315.0011206

0.00 LAKE FOREST
Total: 69988Check No. 3,237.50
CA 92630

0.0012/08/2022 70053OP
12/08/2022011745
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL PICKLEBALL 121173SHELLY BOOTH
836.5011200

0.00 LAKE FOREST
CA 92630

0.0012/08/2022 70053OP
12/08/2022011745
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL PICKLEBALL 121174SHELLY BOOTH
1,095.5011198

0.00 LAKE FOREST
CA 92630

0.0012/08/2022 70053OP
12/08/2022011745
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL PICKLEBALL 121175SHELLY BOOTH
567.0011469

0.00 LAKE FOREST
Total: 70053Check No. 2,499.00
Total for SHELLY BOOTH 5,736.50
Item: 6
65 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
49Page:

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
OH 45263-1186

0.0012/08/2022 70054OP
12/08/2022011713
12/08/2022OCT (PW)
12/08/2022BUS SHELTER MAINTENANCE 121217SHELTERCLEAN SERVICES INC 2,938.36721902

0.00 CINCINNATI
Total: 70054Check No. 2,938.36
Total for SHELTERCLEAN SERVICES INC 2,938.36
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121351SKYHAWKS SPORTS ACADEMY 885.5011273

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121352SKYHAWKS SPORTS ACADEMY 903.0011274

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121353SKYHAWKS SPORTS ACADEMY 521.5011275

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121354SKYHAWKS SPORTS ACADEMY 735.0011276

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121355SKYHAWKS SPORTS ACADEMY 455.0011277

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121356SKYHAWKS SPORTS ACADEMY 665.0011278

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121357SKYHAWKS SPORTS ACADEMY 1,053.5011272

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121358SKYHAWKS SPORTS ACADEMY 1,446.9011269

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121359SKYHAWKS SPORTS ACADEMY 1,339.1011270

0.00 INC.

SPOKANE
Item: 6
66 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
50Page:

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
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121360SKYHAWKS SPORTS ACADEMY 1,001.7011271

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121361SKYHAWKS SPORTS ACADEMY 808.5011285

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121362SKYHAWKS SPORTS ACADEMY 490.0011286

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121363SKYHAWKS SPORTS ACADEMY 514.5011279

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121364SKYHAWKS SPORTS ACADEMY 367.5011280

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121365SKYHAWKS SPORTS ACADEMY 514.5011281

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121366SKYHAWKS SPORTS ACADEMY 378.0011282

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121367SKYHAWKS SPORTS ACADEMY 448.0011283

0.00 INC.

SPOKANE
WA 99202

0.0012/22/2022 70144OP
12/22/2022011227
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121368SKYHAWKS SPORTS ACADEMY 742.0011284

0.00 INC.

SPOKANE
Total: 70144Check No. 13,269.20
Total for SKYHAWKS SPORTS ACADEMY 13,269.20
CA 91746

0.0012/01/2022 69989OP
12/01/2022010509
12/01/2022RENTAL 10/21-10/24 (CS)
12/01/2022SPOOKTACULAR PORTALET 120875SO CAL INDUSTRIES 565.69596395

0.00 CITY OF INDUSTRY
Item: 6
67 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
51Page:

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 91746

0.0012/01/2022 69989OP
12/01/2022010509
12/01/202211/1 - 11/28 (CS)
12/01/2022PORTALET RENTALS 120892SO CAL INDUSTRIES
114.28597503

0.00 CITY OF INDUSTRY
Total: 69989Check No. 679.97
CA 91746

0.0012/22/2022 70145OP
12/22/2022010509
12/22/202211/29-12/26 (CS)
12/22/2022PORTALET RENTALS 121395SO CAL INDUSTRIES
114.28602102

0.00 CITY OF INDUSTRY
Total: 70145Check No. 114.28
Total for SO CAL INDUSTRIES 794.25
CA 92630

0.0012/01/2022 69990OP
12/01/202219219
12/01/2022SERVICE PLAQUE (PS)
12/01/2022APPRECIATION FOR LF 121050SOUTH COAST TROPHY & ENGRAVING

47.7100013686

0.00 LAKE FOREST
Total: 69990Check No. 47.71
Total for SOUTH COAST TROPHY & ENGRAVING 47.71
CA 92618

0.0012/22/2022 70146OP
12/22/20221957
12/22/2022(CD)
12/22/2022CDBG-CV SUBRECIPIENT 1ST QTR 121414SOUTH COUNTY OUTREACH 12,949.56JUL - SEP 2022 HHP

0.00 IRVINE
Total: 70146Check No. 12,949.56
Total for SOUTH COUNTY OUTREACH 12,949.56
CA 92630

0.0012/01/2022 69991OP
12/01/2022011369
12/01/2022FOUNTAIN NOV LFSP (PW)
12/01/2022REPLACE WATER FILTER DRINKING 120904SOUTH COUNTY PLUMBING INC. 395.0023621

0.00 LAKE FOREST
Total: 69991Check No. 395.00
CA 92630

0.0012/08/2022 70055OP
12/08/2022011369
12/08/2022LFSP JUL (PW)
12/08/2022RESTROOM DRAIN CLEANING 121163SOUTH COUNTY PLUMBING INC. 505.0022871

0.00 LAKE FOREST
Total: 70055Check No. 505.00
Item: 6
68 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
52Page:

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 92630

0.0012/15/2022 70102OP
12/15/2022011369
12/15/2022(PW)
12/15/2022CLUBHOUSE SINK REPAIR NOV 121271SOUTH COUNTY PLUMBING INC. 340.0023661

0.00 LAKE FOREST
Total: 70102Check No. 340.00
Total for SOUTH COUNTY PLUMBING INC. 1,240.00
CA 91772-0002

0.0012/01/2022 69992OP
12/01/20220508
12/01/2022CIVIC CENTER OCT (PW)
12/01/2022STREET LIGHT UTILITIES 120877SOUTHERN CALIFORNIA EDISON

43.205146 11/10/2022

0.00 ROSEMEAD
CA 91772-0002

0.0012/01/2022 69992OP
12/01/20220508
12/01/2022OCT (PW)
12/01/2022CIVIC CENTER UTILITIES 120880SOUTHERN CALIFORNIA EDISON 15,896.558477 11/08/2022

0.00 ROSEMEAD
CA 91772-0002

0.0012/01/2022 69992OP
12/01/20220508
12/01/2022PARKING GARAGE (PW)
12/01/2022CIVIC CENTER UTILITIES OCT 120883SOUTHERN CALIFORNIA EDISON 4,898.328114 11/08/2022

0.00 ROSEMEAD
CA 91772-0002

0.0012/01/2022 69992OP
12/01/20220508
12/01/2022OCT (PW)
12/01/2022STREET LIGHT UTILITIES 120886SOUTHERN CALIFORNIA EDISON 74,431.143106 11/03/2022

0.00 ROSEMEAD
CA 91772-0002

0.0012/01/2022 69992OP
12/01/20220508
12/01/2022OCT (PW)
12/01/2022PORTOLA PARK UTILITIES 120903SOUTHERN CALIFORNIA EDISON 101.761549 11/03/2022

0.00 ROSEMEAD
Total: 69992Check No. 95,370.97
CA 91772-0002

0.0012/08/2022 70056OP
12/08/20220508
12/08/2022OCT (PW)
12/08/2022TRAFFIC SIGNAL UTILITIES 121164SOUTHERN CALIFORNIA EDISON 7,228.805025 11/15/2022

0.00 ROSEMEAD
CA 91772-0002

0.0012/08/2022 70056OP
12/08/20220508
12/08/2022LFSP, BUS SHELTERS (PW)
12/08/2022PARK UTILITES OCT PARKS, MPS, 121165SOUTHERN CALIFORNIA EDISON 13,411.523611 11/14/2022

0.00 ROSEMEAD
Total: 70056Check No. 20,640.32
CA 91772-0002

0.0012/22/2022 70147OP
12/22/20220508
12/22/2022NOV (PW)
12/22/2022PORTOLA PARK UTILITIES 121390SOUTHERN CALIFORNIA EDISON 124.821549 12/06/2022

0.00 ROSEMEAD
Item: 6
69 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
53Page:

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 91772-0002

0.0012/22/2022 70147OP
12/22/20220508
12/22/2022NOV (PW)
12/22/2022STREET LIGHT UTILITIES 121391SOUTHERN CALIFORNIA EDISON 74,374.243106 12/05/2022

0.00 ROSEMEAD
CA 91772-0002

0.0012/22/2022 70147OP
12/22/20220508
12/22/2022NOV (PW)
12/22/2022STREET LIGHT UTILITIES 121392SOUTHERN CALIFORNIA EDISON

73.115146 12/06/2022

0.00 ROSEMEAD
CA 91772-0002

0.0012/22/2022 70147OP
12/22/20220508
12/22/2022PARKING GARAGE NOV (PW)
12/22/2022CIVIC CENTER UTILITIES 121393SOUTHERN CALIFORNIA EDISON 4,803.738114 12/09/2022

0.00 ROSEMEAD
CA 91772-0002

0.0012/22/2022 70147OP
12/22/20220508
12/22/2022NOV (PW)
12/22/2022CIVIC CENTER UTILITIES 121394SOUTHERN CALIFORNIA EDISON 15,451.928477 12/09/2022

0.00 ROSEMEAD
Total: 70147Check No. 94,827.82
Total for SOUTHERN CALIFORNIA EDISON 210,839.11
OH 44096-8012

0.0012/01/2022 69993OP
12/01/2022011603
12/01/2022
12/01/2022PUBLIC NOTICES SEP (CC) 120902SOUTHERN CALIFORNIA NEWS GROUP 9,566.880000551447

0.00 WILLOUGHBY
Total: 69993Check No. 9,566.88
OH 44096-8012

0.0012/15/2022 70103OP
12/15/2022011603
12/15/2022
12/15/2022PUBLIC NOTICES OCT (CC) 121273SOUTHERN CALIFORNIA NEWS GROUP 4,199.960000553555

0.00 WILLOUGHBY
Total: 70103Check No. 4,199.96
Total for SOUTHERN CALIFORNIA NEWS GROUP 13,766.84
CA 92029

0.0012/08/2022 70057OP
12/08/2022011895
12/08/2022PATCHING NOV (PW)
12/08/2022TRIP-HAZARD CONRETE 121123SOUTHERN CALIFORNIA PRECISION 3,661.0022-0291

0.00 CONCRETE INC

ESCONDIDO
Total: 70057Check No. 3,661.00
Total for SOUTHERN CALIFORNIA PRECISION 3,661.00
Item: 6
70 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
54Page:

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 92630

0.0012/01/2022 69994OP
12/01/2022011427
12/01/2022I.D. THEFT (PS)
12/01/2022SHREDDING SERVICES OCT 120906SOUTHERN CALIFORNIA SHREDDING 825.00211629

0.00 INC.

LAKE FOREST
CA 92630

0.0012/01/2022 69994OP
12/01/2022011427
12/01/2022I.D. THEFT (PS)
12/01/2022SHREDDING SERVICES SEP 120907SOUTHERN CALIFORNIA SHREDDING 495.00208982

0.00 INC.

LAKE FOREST
Total: 69994Check No. 1,320.00
CA 92630

0.0012/22/2022 70148OP
12/22/2022011427
12/22/2022I.D. THEFT (PS)
12/22/2022SHREDDING SERVICES NOV 121405SOUTHERN CALIFORNIA SHREDDING 660.00213472

0.00 INC.

LAKE FOREST
Total: 70148Check No. 660.00
Total for SOUTHERN CALIFORNIA SHREDDING 1,980.00
CA 92653

0.0012/08/2022 70058OP
12/08/2022011855
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022ACADEMIC CHESS 121095STRATEGIC KIDS, LLC
630.0011179

0.00 LAGUNA HILLS
Total: 70058Check No. 630.00
Total for STRATEGIC KIDS, LLC 630.00
CA 92630

0.0012/01/2022 69995OP
12/01/2022191671
12/01/2022SLIPS (CD)
12/01/2022CORRECTION NOTICE 121052STUDIO TWO * BLACK DIAMOND 599.9899392

0.00 PRINTING & GRAPHICS

LAKE FOREST
CA 92630

0.0012/01/2022 69995OP
12/01/2022191671
12/01/2022SLIPS (CD)
12/01/2022STOP WORK NOTICE 121053STUDIO TWO * BLACK DIAMOND 646.0499393

0.00 PRINTING & GRAPHICS

LAKE FOREST
Total: 69995Check No. 1,246.02
Total for STUDIO TWO * BLACK DIAMOND 1,246.02
CA 92877

0.0012/01/2022 69996OP
12/01/2022011799
12/01/2022TRAIN (CS)
12/01/2022TREE LIGHTING TRACKLESS 121019SUPER BIRTHDAY INC 800.0010/27/2022

0.00 CORONA
Total: 69996Check No. 800.00
Item: 6
71 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
55Page:

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
Total for SUPER BIRTHDAY INC 800.00
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121330SUPER SOCCER STARS

87.5011267

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121331SUPER SOCCER STARS 612.5011268

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121332SUPER SOCCER STARS 168.0011240

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121333SUPER SOCCER STARS 402.5011241

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121334SUPER SOCCER STARS 322.0011242

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121335SUPER SOCCER STARS

84.0011243

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121336SUPER SOCCER STARS 724.5011245

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121337SUPER SOCCER STARS 245.0011246

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121338SUPER SOCCER STARS 402.5011248

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121339SUPER SOCCER STARS 409.5011250

0.00 BROOKLYN
Item: 6
72 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
56Page:

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
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121340SUPER SOCCER STARS 483.0011252

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121341SUPER SOCCER STARS 322.0011253

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121342SUPER SOCCER STARS 402.5011255

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121343SUPER SOCCER STARS 245.0011257

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121344SUPER SOCCER STARS 241.5011258

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121345SUPER SOCCER STARS 245.0011259

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121346SUPER SOCCER STARS 248.5011261

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121347SUPER SOCCER STARS 1,211.0011263

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121348SUPER SOCCER STARS 161.0011264

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121349SUPER SOCCER STARS 973.0011265

0.00 BROOKLYN
NY 11210

0.0012/22/2022 70149OP
12/22/2022010899
12/22/2022
12/22/2022FALL CLASS INSTRUCTOR PYMT 121350SUPER SOCCER STARS 325.5011266

0.00 BROOKLYN
Total: 70149Check No. 8,316.00
Item: 6
73 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
57Page:

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
Total for SUPER SOCCER STARS 8,316.00
CA 90660-4512

0.0012/01/2022 69997OP
12/01/2022010654
12/01/2022WASHING & STEAM CLEANING (PW)
12/01/2022GRAFFITI REMOVAL & PRESSURE 121037SUPERIOR PROPERTY SERVICES INC 10,250.0017638

0.00 PICO RIVERA
Total: 69997Check No. 10,250.00
CA 90660-4512

0.0012/15/2022 70104OP
12/15/2022010654
12/15/2022STEAM NOV VARIOUS LOC (PW)
12/15/2022GRAFFITI REMOVAL, PRESSURE 121293SUPERIOR PROPERTY SERVICES INC 10,000.0017655

0.00 PICO RIVERA
Total: 70104Check No. 10,000.00
Total for SUPERIOR PROPERTY SERVICES INC 20,250.00
CA 92630

0.0012/01/2022 69998OP
12/01/2022011344
12/01/2022 INSTRUCTOR PAYMENT (MS)
12/01/2022EMPLOYEE WELLNESS SEP - OCT 121036SUSAN SELLERS 300.00042

0.00 LAKE FOREST
Total: 69998Check No. 300.00
Total for SUSAN SELLERS 300.00
CA 92705

0.0012/15/2022 70105OP
12/15/2022010986
12/15/2022OCT (PW)
12/15/2022BAKE/BAFFIN BAY MEDIAN DESIGN 121275TAIT & ASSOCIATES INC. 675.00153179

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
CA 92705

0.0012/15/2022 70105OP
12/15/2022010986
12/15/2022OCT (PW)
12/15/2022JERONIMO/EL TORO WIDENING 121276TAIT & ASSOCIATES INC. 2,025.00153737

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
CA 92705

0.0012/15/2022 70105OP
12/15/2022010986
12/15/2022OCT (PW)
12/15/2022EL TORO ROAD RAISED MEDIANS 121277TAIT & ASSOCIATES INC. 3,968.75153738

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
CA 92705

0.0012/15/2022 70105OP
12/15/2022010986
12/15/2022(PW)
12/15/2022ARTERIAL MEDIAN DESIGN OCT 121278TAIT & ASSOCIATES INC. 3,355.00153739

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
CA 92705

0.0012/15/2022 70105OP
12/15/2022010986
12/15/2022OCT (PW)
12/15/2022EL TORO ROAD RESURFACING 121279TAIT & ASSOCIATES INC. 3,516.25153740

0.00 ATTN: ACCOUNTS RECEIVABLE

SANTA ANA
Item: 6
74 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
58Page:

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
Total: 70105Check No. 13,540.00
Total for TAIT & ASSOCIATES INC. 13,540.00
CA 91756

0.0012/01/2022 69999OP
12/01/20221937
12/01/2022OCT (PW)
12/01/2022CIVIC CENTER UTILITIES 120846THE GAS COMPANY 1,034.769109 11/08/2022

0.00 MONTEREY PARK
CA 91756

0.0012/01/2022 69999OP
12/01/20221937
12/01/2022OCT (PW)
12/01/2022SPORTS PARK UTILITIES 120847THE GAS COMPANY
493.972943 11/09/2022

0.00 MONTEREY PARK
Total: 69999Check No. 1,528.73
CA 91756

0.0012/22/2022 70150OP
12/22/20221937
12/22/2022NOV (PW)
12/22/2022CIVIC CENTER UTILITIES 121386THE GAS COMPANY 1,963.539109 12/09/2022

0.00 MONTEREY PARK
CA 91756

0.0012/22/2022 70150OP
12/22/20221937
12/22/2022NOV (PW)
12/22/2022SPORTS PARK UTILITIES 121387THE GAS COMPANY
1,268.762943 12/12/2022

0.00 MONTEREY PARK
Total: 70150Check No. 3,232.29
Total for THE GAS COMPANY 4,761.02
CA 90010

0.0012/01/2022 70000OP
12/01/2022011073
12/01/2022TRANSLATION NOV (CC)
12/01/2022NOTICE OF ELECTION 120856THE KOREA TIMES LOS ANGELES 450.00OD10325433

0.00 INC.

LOS ANGELES
Total: 70000Check No. 450.00
CA 90010

0.0012/22/2022 70151OP
12/22/2022011073
12/22/2022TRANSLATION NOV (CC)
12/22/2022NOTICE OF ELECTION 121329THE KOREA TIMES LOS ANGELES 450.00IV221100051

0.00 INC.

LOS ANGELES
Total: 70151Check No. 450.00
Total for THE KOREA TIMES LOS ANGELES 900.00
CA 92610

0.0012/08/2022 70059OP
12/08/2022011912
12/08/2022LUNCHEON 12/1 (ED)
12/08/2022BUSINESS APPRECIATION 121215THE SANTINO GROUP 9,932.001201

0.00 FOOTHILL RANCH
Item: 6
75 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
59Page:

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
Total: 70059Check No. 9,932.00
Total for THE SANTINO GROUP 9,932.00
CA 92630

0.0012/01/2022 70001OP
12/01/2022011398
12/01/2022OCT (MS)
12/01/2022PRE-EMPLOYMENT 121049THE UPS STORE 0026

90.00TCLF1020220026A

0.00 LAKE FOREST
Total: 70001Check No. 90.00
Total for THE UPS STORE 0026 90.00
CA 92691

0.0012/01/2022 70002OP
12/01/20220814
12/01/2022OCT (CD)
12/01/2022CONSULTING SERVICES 121051THERESA DOBBS
3,015.0011/02/2022

0.00 MISSION VIEJO
Total: 70002Check No. 3,015.00
CA 92691

0.0012/15/2022 70106OP
12/15/20220814
12/15/2022
12/15/2022CONSULTING SERVICES NOV (CD) 121280THERESA DOBBS 2,430.0012/01/2022

0.00 MISSION VIEJO
Total: 70106Check No. 2,430.00
Total for THERESA DOBBS 5,445.00
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022RIMGATE PARK (PW)
12/01/2022REPAIR LOCKS & TIMER SEP 120859THOMAS J. O'CONNELL 181.16INV-2022-185

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022SEP HEROES PARK (PW)
12/01/2022REPLACE 2 FUSES ON LIGHT POLE 120860THOMAS J. O'CONNELL 187.10INV-2022-186

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022NATURE PARK (PW)
12/01/2022LIGHT POLE REPAIR OCT 120861THOMAS J. O'CONNELL 181.16INV-2022-189

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022OCT BORREGO PARK (PW)
12/01/2022REPAIR WALKWAY LIGHTS 120862THOMAS J. O'CONNELL 937.64INV-2022-188

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Item: 6
76 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
60Page:

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 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022OCT BAKER RANCH PARK (PW)
12/01/2022REPAIR RESTROOM & ENTRY LIGHTS 120863THOMAS J. O'CONNELL 756.48INV-2022-187

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022SEP SPORTS PARK (PW)
12/01/2022REPAIR FIXTURES IN PLAYGROUND 120865THOMAS J. O'CONNELL 529.59INV-2022-184

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022SEP BORREGO PARK (PW)
12/01/2022REMOVE & REPLACE LIGHT POLE 120866THOMAS J. O'CONNELL 1,635.23INV-2022-179

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022OCT SPORTS PARK (PW)
12/01/2022INSTALL CIRCUIT FOR CAMERA 120867THOMAS J. O'CONNELL 2,857.81INV-2022-180

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022AUG CIVIC CENTER (PW)
12/01/2022INSTALL NEW OUTLET IN LOBBY 120868THOMAS J. O'CONNELL 368.86INV-2022-190

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022AUG HEROES PARK (PW)
12/01/2022GFI OUTLET/INSPECT ALL OUTLETS 120870THOMAS J. O'CONNELL 308.99INV-2022-183

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022AUG CIVIC CENTER (PW)
12/01/2022INSTALL CIRCUIT FOR MICROWAVE 120871THOMAS J. O'CONNELL 1,065.05INV-2022-182

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0012/01/2022 70003OP
12/01/2022010570
12/01/2022JULY SPORTS PARK (PW)
12/01/2022REPLACE BALAST IN GAZEBO 120873THOMAS J. O'CONNELL 1,996.49INV-2022-181

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Total: 70003Check No. 11,005.56
Total for THOMAS J. O'CONNELL 11,005.56
CA 92679-3715

0.0012/08/2022 70060OP
12/08/2022011759
12/08/2022PORTOLA METER OCT (PW)
12/08/2022MPS UTILITY EL TORO RD / 121126TRABUCO CANYON WATER DISTRICT 128.9011/15/2022

0.00 TRABUCO CANYON
Total: 70060Check No. 128.90
Total for TRABUCO CANYON WATER DISTRICT 128.90
Item: 6
77 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
61Page:

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
NY 10001

0.0012/01/2022 70004OP
12/01/2022011209
12/01/2022TRANSLATION OCT (CC)
12/01/2022NOTICE OF ELECTRION 120855TRANSPERFECT GLOBAL INC. 1,180.002651250

0.00 ATTN: ACCOUNTS RECEIVABLE

NEW YORK
Total: 70004Check No. 1,180.00
Total for TRANSPERFECT GLOBAL INC. 1,180.00
CA 92619

0.0012/01/2022 70005OP
12/01/2022011454
12/01/202209/1, 9/3 (CS)
12/01/2022AV FOR PAC EVENT 121039TRIPEPI SMITH AND ASSOCIATES 831.258751

0.00 INC
IRVINE
Total: 70005Check No. 831.25
Total for TRIPEPI SMITH AND ASSOCIATES 831.25
TX 75320-3556

0.0012/08/2022 70061OP
12/08/20220626
12/08/2022
12/08/2022TYLER UNIVERSITY 2023 FEES (F) 121201TYLER TECHNOLOGIES INC. 990.00025-402301

0.00 DALLAS
TX 75320-3556

0.0012/08/2022 70061OP
12/08/20220626
12/08/202211/7 (F)
12/08/2022INCODE SECURITY TRAINING 121202TYLER TECHNOLOGIES INC. 260.00025-402923

0.00 DALLAS
TX 75320-3556

0.0012/08/2022 70061OP
12/08/20220626
12/08/202211/2 (F)
12/08/2022COA FOR INCODE INTERFACE 121203TYLER TECHNOLOGIES INC.

65.00025-401276

0.00 DALLAS
TX 75320-3556

0.0012/08/2022 70061OP
12/08/20220626
12/08/202210/31 (F)
12/08/2022COA FOR INCODE INTERFACE 121204TYLER TECHNOLOGIES INC.

32.50025-400681

0.00 DALLAS
Total: 70061Check No. 1,347.50
TX 75320-3556

0.0012/22/2022 70152OP
12/22/20220626
12/22/2022(F)
12/22/2022CHART OF ACCOUNTS FOR INCODE 121418TYLER TECHNOLOGIES INC. 1,202.50025-404859

0.00 DALLAS
Total: 70152Check No. 1,202.50
Total for TYLER TECHNOLOGIES INC. 2,550.00
Item: 6
78 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
62Page:

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
MO 63179-0428

0.0012/01/2022 70006OP
12/01/20222128
12/01/2022
12/01/2004CAL-CARD PURCHASES OCT 121060U.S. BANK CORPORATE PAYMENT 2,044.286249 2022-10-25

0.00 SYSTEMS
ST. LOUIS
MO 63179-0428

0.0012/01/2022 70006OP
12/01/20222128
12/01/2022
12/01/2022CAL-CARD PURCHASES OCT 121061U.S. BANK CORPORATE PAYMENT 37,588.274348 2022-10-25

0.00 SYSTEMS
ST. LOUIS
Total: 70006Check No. 39,632.55
MO 63179-0428

0.0012/22/2022 70153OP
12/22/20222128
12/22/2022
12/22/2022CAL-CARD PURCHASES NOV 121442U.S. BANK CORPORATE PAYMENT 881.536249 2022-11-25

0.00 SYSTEMS
ST. LOUIS
MO 63179-0428

0.0012/22/2022 70153OP
12/22/20222128
12/22/2022
12/22/2022CAL-CARD PURCHASES NOV 121443U.S. BANK CORPORATE PAYMENT 35,117.794348 2022-11-25

0.00 SYSTEMS
ST. LOUIS
Total: 70153Check No. 35,999.32
Total for U.S. BANK CORPORATE PAYMENT 75,631.87
IL 60680-1741

0.0012/01/2022 70007OP
12/01/20222145
12/01/2022SR CTR KITCHEN (PW)
12/01/2022STAINLESS STEEL CABINETS 121069ULINE, INC.
7,000.0011/21/2022

0.00 CHICAGO
Total: 70007Check No. 7,000.00
Total for ULINE, INC. 7,000.00
CA 92877-0102

0.0012/15/2022 70107OP
12/15/2022011138
12/15/2022NOV (PW)
12/15/2022UNDERGROUND SERVICES ALERT 121284UNDERGROUND SERVICE ALERT OF 223.501120220380

0.00 SOUTHERN CALIFORNIA
CORONA
Total: 70107Check No. 223.50
Total for UNDERGROUND SERVICE ALERT OF 223.50
CA 92630

0.0012/01/2022 70008OP
12/01/20222154
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTIC COURSE 120833US TOO GYMNASTICS 273.0011184

0.00 LAKE FOREST
Item: 6
79 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
63Page:

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 92630

0.0012/01/2022 70008OP
12/01/20222154
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTIC COURSE 120834US TOO GYMNASTICS 227.5011185

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 70008OP
12/01/20222154
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTIC COURSE 120835US TOO GYMNASTICS 136.5011187

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 70008OP
12/01/20222154
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTIC COURSE 120836US TOO GYMNASTICS 196.0011188

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 70008OP
12/01/20222154
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTIC COURSE 120837US TOO GYMNASTICS

91.0011190

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 70008OP
12/01/20222154
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTIC COURSE 120838US TOO GYMNASTICS 234.5011191

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 70008OP
12/01/20222154
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTIC COURSE 120839US TOO GYMNASTICS 245.0011299

0.00 LAKE FOREST
CA 92630

0.0012/01/2022 70008OP
12/01/20222154
12/01/2022INSTRUCTOR PAYMENT (CS)
12/01/2022FALL GYMNASTIC COURSE 120840US TOO GYMNASTICS 199.5011301

0.00 LAKE FOREST
Total: 70008Check No. 1,603.00
CA 92630

0.0012/08/2022 70062OP
12/08/20222154
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL GYMNASTICS COURSE 121097US TOO GYMNASTICS 234.5011186

0.00 LAKE FOREST
CA 92630

0.0012/08/2022 70062OP
12/08/20222154
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL GYMNASTICS COURSE 121098US TOO GYMNASTICS 136.5011189

0.00 LAKE FOREST
CA 92630

0.0012/08/2022 70062OP
12/08/20222154
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL GYMNASTIC COURSE 121099US TOO GYMNASTICS 136.5011192

0.00 LAKE FOREST
Item: 6
80 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
64Page:

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 92630

0.0012/08/2022 70062OP
12/08/20222154
12/08/2022INSTRUCTOR PAYMENT (CS)
12/08/2022FALL GYNMASTIC COURSE 121100US TOO GYMNASTICS

49.0011303

0.00 LAKE FOREST
Total: 70062Check No. 556.50
Total for US TOO GYMNASTICS 2,159.50
TX 75266-0108

0.0012/01/2022 70009OP
12/01/2022010673
12/01/2022SERVICE NOV (CM)
12/01/2022CELLULAR PHONES AND DATA 121045VERIZON WIRELESS 265.049920040655

0.00 DALLAS
TX 75266-0108

0.0012/01/2022 70009OP
12/01/2022010673
12/01/2022SERVICES NOV (CM)
12/01/2022CELLULAR PHONES AND DATA 121048VERIZON WIRELESS 1,413.729920448801

0.00 DALLAS
Total: 70009Check No. 1,678.76
Total for VERIZON WIRELESS 1,678.76
AZ 85016

0.0012/01/2022 70010OP
12/01/2022011871
12/01/2022ENDING 10/23 (N SHARPE) (CC)
12/01/2022TEMP SERVICES WEEK 120841VINCENTBENJAMIN GROUP LLC 1,360.0095702176198

0.00 PHOENIX
AZ 85016

0.0012/01/2022 70010OP
12/01/2022011871
12/01/2022ENDING 10/23 (C SHULDA) (CD)
12/01/2022TEMP SERVICES WEEK 120842VINCENTBENJAMIN GROUP LLC 1,326.0095702176727

0.00 PHOENIX
AZ 85016

0.0012/01/2022 70010OP
12/01/2022011871
12/01/2022ENDING 10/30 (C SHULDA) (CD)
12/01/2022TEMP SERVICES WEEK 120844VINCENTBENJAMIN GROUP LLC 1,360.0095702176429

0.00 PHOENIX
AZ 85016

0.0012/01/2022 70010OP
12/01/2022011871
12/01/202211/13 (N SHARPE) (CC)
12/01/2022TEMP SERVICES WEEK ENDING 121042VINCENTBENJAMIN GROUP LLC 1,088.0095702176987

0.00 PHOENIX
AZ 85016

0.0012/01/2022 70010OP
12/01/2022011871
12/01/202211/6 (N SHARPE) (CC)
12/01/2022TEMP SERVICES WEEK ENDING 121043VINCENTBENJAMIN GROUP LLC 1,360.0095702176722

0.00 PHOENIX
AZ 85016

0.0012/01/2022 70010OP
12/01/2022011871
12/01/202210/30 (N SHARPE) (CC)
12/01/2022TEMP SERVICES WEEK ENDING 121044VINCENTBENJAMIN GROUP LLC 1,360.0095702176430

0.00 PHOENIX
Total: 70010Check No. 7,854.00
Item: 6
81 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
65Page:

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
AZ 85016

0.0012/08/2022 70063OP
12/08/2022011871
12/08/202211/13 (C SHULDA) (CD)
12/08/2022TEMP SERVICES WEEK ENDING 121197VINCENTBENJAMIN GROUP LLC 1,088.0095702176986

0.00 PHOENIX
AZ 85016

0.0012/08/2022 70063OP
12/08/2022011871
12/08/202211/20 (C SHULDA) (CD)
12/08/2022TEMP SERVICES WEEK ENDING 121198VINCENTBENJAMIN GROUP LLC 1,360.0095702177219

0.00 PHOENIX
AZ 85016

0.0012/08/2022 70063OP
12/08/2022011871
12/08/2022(C SHULDA) (CD)
12/08/2022TEMP SERVICES WEEK ENDING 121199VINCENTBENJAMIN GROUP LLC 782.0095702177471

0.00 PHOENIX
Total: 70063Check No. 3,230.00
AZ 85016

0.0012/15/2022 70108OP
12/15/2022011871
12/15/202212/4 (N SHARPE) (CC)
12/15/2022TEMP SERVICES WEEK ENDING 121281VINCENTBENJAMIN GROUP LLC 1,360.0095702177684

0.00 PHOENIX
AZ 85016

0.0012/15/2022 70108OP
12/15/2022011871
12/15/202211/20 (N SHARPE) (CC)
12/15/2022TEMP SERVICES WEEK ENDING 121282VINCENTBENJAMIN GROUP LLC 1,360.0095702177220

0.00 PHOENIX
AZ 85016

0.0012/15/2022 70108OP
12/15/2022011871
12/15/202212/04 (C SHULDA) (CD)
12/15/2022TEMP SERVICES WEEK ENDING 121283VINCENTBENJAMIN GROUP LLC 1,360.0095702177683

0.00 PHOENIX
Total: 70108Check No. 4,080.00
AZ 85016

0.0012/22/2022 70154OP
12/22/2022011871
12/22/202212/11 (C SHULDA) (CD)
12/22/2022TEMP SERVICES WEEK ENDING 121440VINCENTBENJAMIN GROUP LLC 1,360.0095702177954

0.00 PHOENIX
Total: 70154Check No. 1,360.00
Total for VINCENTBENJAMIN GROUP LLC 16,524.00
TX 75312-3151

0.0012/22/2022 70155OP
12/22/2022011588
12/22/2022SKATE PARK (CM)
12/22/2022VOIP SYSTEM DEC 121426VONAGE BUSINESS
172.412214655

0.00 DALLAS
TX 75312-3151

0.0012/22/2022 70155OP
12/22/2022011588
12/22/2022SPORTS PARK (CM)
12/22/2022VOIP SYSTEM DEC 121427VONAGE BUSINESS
575.312214653

0.00 DALLAS
Item: 6
82 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
66Page:

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
TX 75312-3151

0.0012/22/2022 70155OP
12/22/2022011588
12/22/2022CIVIC CENTER (CM)
12/22/2022VOIP SYSTEM DEC 121428VONAGE BUSINESS
8,961.072214656

0.00 DALLAS
Total: 70155Check No. 9,708.79
Total for VONAGE BUSINESS 9,708.79
MO 63195-2818

0.0012/15/2022 70109OP
12/15/20222212
12/15/2022CD, CM, CS)
12/15/2022CITY VEHICLE FUEL NOV (PS, PW, 121260VOYAGER FLEET SYSTEMS INC. 2,953.518690611272248

0.00 SAINT LOUIS
Total: 70109Check No. 2,953.51
Total for VOYAGER FLEET SYSTEMS INC. 2,953.51
GA 30353-2306

0.0012/08/2022 70064OP
12/08/2022011495
12/08/2022SECTION IMPROVEMENT OCT (PW)
12/08/2022CACI EL TORO/PORTOLA INTER- 121208WALLACE & ASSOCIATES 5,699.00W800786

0.00 CONSULTING INC.

ATLANTA
Total: 70064Check No. 5,699.00
GA 30353-2306

0.0012/15/2022 70110OP
12/15/2022011495
12/15/2022MEADOWS TRAFFIC IMPROV (PW)
12/15/2022CA/CI BAKE & BAFFIN BAY OCT 121286WALLACE & ASSOCIATES 1,766.00W800787

0.00 CONSULTING INC.

ATLANTA
GA 30353-2306

0.0012/15/2022 70110OP
12/15/2022011495
12/15/2022INTERSECTION IMPROV (PW)
12/15/2022CA/CI EL TORO / PORTOLA NOV 121287WALLACE & ASSOCIATES 1,976.00W800864

0.00 CONSULTING INC.

ATLANTA
Total: 70110Check No. 3,742.00
Total for WALLACE & ASSOCIATES 9,441.00
CA 92806

0.0012/01/2022 70011OP
12/01/202223721
12/01/2022OCT 16-31 (PW)
12/01/2022TREE MAINTENANCE 121047WEST COAST ARBORISTS, INC. 48,671.00192167

0.00 ANAHEIM
Total: 70011Check No. 48,671.00
CA 92806

0.0012/08/2022 70065OP
12/08/202223721
12/08/2022NOV 1-15 (PW)
12/08/2022TREE MAINTENANCE 121125WEST COAST ARBORISTS, INC. 38,168.00193126

0.00 ANAHEIM
Item: 6
83 4:17 pm
12/22/2022

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
67Page:

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
Total: 70065Check No. 38,168.00
Total for WEST COAST ARBORISTS, INC. 86,839.00
CA 92590

0.0012/08/2022 70066OP
12/08/2022011911
12/08/2022OCT (F)
12/08/2022COMPREHENSIVE DIF STUDY 121209WILLDAN FINANCIAL SERVICES 1,840.00010-53169

0.00 TEMECULA
Total: 70066Check No. 1,840.00
Total for WILLDAN FINANCIAL SERVICES 1,840.00
CA 92883

0.0012/15/2022 70111OP
12/15/2022011790
12/15/2022(PW)
12/15/2022CA/CI SLURRY SEAL ZONE F JUL 121288Z&K CONSULTANTS, INC. 10,236.002039

0.00 CORONA
Total: 70111Check No. 10,236.00
Total for Z&K CONSULTANTS, INC. 10,236.00

0.00 0.00
4,880,078.26
4,880,078.26
4,880,078.26
Net Total:

Less Hand Check Total:

Grand Total:

Total Invoices: 507 Less Credit Memos:

Outstanding Invoice Total:

Item: 6
84 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
DEPARTMENT: Finance
SUBJECT:
2023-2025 BUDGET TIMELINE
RECOMMENDED ACTION(S):

Receive and File.

EXECUTIVE SUMMARY:

It is time for development of the 2023-2025 Operating Budget and related guiding financial planning documents. The City Council’s Financial Management and Budgetary Policy (“Policy”) provides the framework and direction for the financial planning and decision making by the City Council and staff. The budget is a resource allocation document and serves as a financial plan for the City as it allocates financial resources to public service priorities. These guiding financial documents are to be prepared in a manner which facilitates public study and effectively communicates economic issues, fiscal policies, and underlying assumptions of revenue sources and cost estimates.

This report provides a summarized timeline of milestones for the development of the 2023-2025 Operating Budget and related documents. The timeline includes a Joint Commission Planning Workshop in February 2023, a City Council Strategic Planning Workshop in March 2023, a Budget Workshop in May 2023, and final budget adoption in June 2023.

Staff is providing this budget development process overview to the City Council to outline the work plan and ensure the process is communicated in advance of the traditionally busy budget preparation season.

BACKGROUND:

The Financial Management and Budgetary Policy (“Policy”) provides the framework and direction for the financial planning and decision making by the City Council and staff. The Policy establishes financial parameters that guide the budget development and deliberation process, safeguard financial assets, and maintain the City’s strong financial condition.

Item: 7
85 2
4 0
7 The budget is a resource allocation document and serves as a financial plan that allocates resources to public service priorities. The budget is prepared, presented, and administered by the City Manager and Director of Finance/City Treasurer. A proposed budget is prepared on a biennial basis and must be adopted by the City Council no later than June 30th. Since the City utilizes a two- year budget cycle, the budget is developed during odd-numbered years. A long- range fiscal perspective and sharp focus on long-term solvency and compliance with provisions of the Policy is maintained by preparing a two-year operating budget, a seven-year Capital Improvement Plan and a seven-year financial forecast in alignment of the City’s Strategic Business Plan.

These guiding financial documents are to be prepared in a manner which facilitates public study and effectively communicates economic issues and fiscal policies. The documents also depict underlying assumptions of revenue sources and cost estimates.

An overview of each of the guiding financial planning documents is provided below:

Risk Reserve Analysis: identifies a recommended reserve level for each risk factor that could impact the City’s ability to maintain a consistent level of service during the seven-year financial projection period. Maintaining reserve funds protects the City against uncertainty and loss. Each risk factor is considered when setting the target level of reserves.

Master Financial Plan and Forecast: serves as a long-range planning tool which allows the City Council, staff, and residents to see a high-level presentation of the General Fund. This presentation allows for a longer-term view and assists with near-term planning. The forecast includes a seven-year General Fund revenue forecast and expenditure plan which projects revenues, operating cost estimates, transfers, funding available for capital projects, and reserve balances for the General Fund.

Strategic Business Plan: identifies the major goals of the community and describes specific projects that facilitate progress towards those goals. Every two years, the City updates the Strategic Plan to ensure programs and projects listed in the document align with City Council and community priorities. The Strategic Plan also allows the City to project its revenues and cost estimates over a seven-year period, adhering to the City’s long-standing practice of conservative financial planning.

Biennial Operating Budget: is the principal financial plan for the City that identifies revenues received and the various types of expenses incurred for the many services provided to Lake Forest’s residents and businesses. The purpose Item: 7
86 2
4 0
7 is to present a clear picture of the services the City provides to the public and how much they cost.

Capital Improvement Projects Plan (“CIP” or “CIP Plan”): represents an assessment of the near-term infrastructure and other capital improvement needs of the community. The CIP Plan is made up of several different projects, such as sidewalk repairs, rehabilitation of arterial highways, and structural modifications to City facilities.

DISCUSSION:

It is time for development of the City’s Strategic Business Plan, 2023-2025 Operating Budget, and the 2023-2030 Capital Improvement Projects Plan.

Staff desires to provide the following as an overview of what to expect as outcomes of this process and the steps required to complete the budget development process.

In developing the guiding financial planning documents, staff completes several estimates, analyses, and activities to draft a proposed budget document for the City Council to review during its Budget Workshop in May 2023. The detailed work plan includes internal revenue estimates, operating cost estimates, personnel costs, risk reserve analysis, financial projections, Strategic Plan initiatives and projects, capital purchase analysis, and capital projects. Table 1 provides a budget timeline overview, while Table 2 provides a more detailed monthly insight into the process.

Table 1: Budget Timeline Overview
Item: 7
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4 0
7 Table 2: Budget Timeline Detail
NOVEMBER-DECEMBER 2022 JANUARY 2023
•Internal Financial Planning Workshop
•Establish Operating Assumptions
•Establish internal Budget Instructions
•Begin User Fee Study
•Executive Team Financial Planning
Workshop
•Initiate Master Financial Plan
•Initiate Risk Reserve Analysis
•Biennial Resident and Business Survey
Conducted
•Present budget timeline overview to City Council
•Begin discussions with departments
•Initiate discussions of strategic plans
FEBRUARY 2023 MARCH 2023
•Receive Community Survey
•Finance completes revenue
assumptions
•Asset Management workshop with ad
hoc committee
•Joint Commission Strategic Planning
workshop
•Prepare tentative Personnel Budget
•Class and Compensation review
•Capital Improvement Plan presentation to City
Manager
•Departmental Operating Budgeting to City
Manager
•Departments submit program objectives,
accomplishments, and performance measures
•Strategic Planning Workshop
APRIL 2023 MAY 2023
•Fiscal Year 2022-23 Mid-Year Budget
Review
•Director presents final Department
Budget to City Manager
•Finance Department finalizes revenue
budget, personnel budget, operating
cost estimates into budget software
•Preliminary Risk Reserve Analysis
•Preliminary Master Financial Plan and
Forecast
•Class and Compensation Study City
Council Briefings
•User Fee Study presented to Council
•Finance department assembles and presents
Financial Planning Documents:
oRisk Reserve Analysis
oMaster Financial Plan
▪Financial Forecast
oStrategic Business Plan
oOperating Budget
oCapital Improvement Projects Plan
•User Fees Public Hearing
•Capital Improvement Plan presented to Planning
Commission
JUNE 2023 JULY 2023
•Financial Planning Documents updated
and revised per Council’s discretion
•Strategic Plan Update and Revisions
•City Council adopts Strategic Business
Plan, Operating Budget, and Capital
Improvement Plan
•City Council implements Strategic Business Plan,
Operating Budget, and Capital Improvement Plan
Item: 7
88 2
4 0
7 Table 3: Key Tentative Council Meeting Dates and Public Input Opportunities January 3, 2023 Present budget timeline and overview to City Council February 28, 2023 Joint Commission Strategic Planning workshop March 28, 2023 City Council Strategic Planning Workshop April 18, 2023 Fiscal Year 2022-23 Mid-Year Budget Review May 23, 2023 Conduct Budget Workshop
June 20, 2023 Adoption of Budget by the City Council
Staff is providing this overview of the budget development process to the City Council to outline the analysis and work plan to ensure the process is communicated in advance of the traditionally busy budget preparation season.

Staff recommends the City Council receive and file this report.

FISCAL IMPACT:

The recommended action carries no fiscal impact.

ATTACHMENTS:

None.

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
89 CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/03/2022
DEPARTMENT: Management Services
SUBJECT:

APPROVE AMENDMENT TO THE AGREEMENT WITH SADDLEBACK

VALLEY UNIFIED SCHOOL DISTRICT FOR THE KIDS FACTORY AFTER SCHOOL PROGRAM FOR FISCAL YEAR 2022-23
RECOMMENDED ACTION(S):

1. Approve the Third Amendment to the Agreement with Saddleback Valley Unified School District ("SVUSD") to increase compensation for the Kids Factory After School Program for the Fiscal Year 2022-23.

2. Authorize the Mayor to sign, and the City Clerk to attest, the Third Amendment to the Agreement with Saddleback Valley Unified School District, substantially in the form attached.

3. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2021-2023

OPERATING BUDGET, AMENDING APPROPRIATIONS FOR FISCAL
YEAR 2022-23.

EXECUTIVE SUMMARY:

The City contracts with the Saddleback Valley Unified School District (“SVUSD”) for the Kids Factory after school program, which takes place at public elementary schools throughout the city for two hours after each school day. For this service, the City has approved the following:

Contract
Item
Date
Approved
Term
Expiration
Added
Compensation
Total
Compensation
Original
Agreement
9/11/2020 6/30/2021 n/a $289,496
First
Amendment
6/15/2021 6/30/2022 $360,064 $649,558
Second
Amendment
4/5/2022 6/30/2023 $354,594 $1,004,152
Item: 8
90 2
2 6
9 The Second Amendment compensation was based on the projected enrollment of 400 students; however, current enrollment is over 500 students and staff projects enrollment may increase to up to 570 registrants. As a result, staff is proposing the Third Amendment to the Agreement, which would increase the total compensation by $115,240 to cover the costs of the increased enrollment and result in a new total compensation amount of $1,119,392. The additional compensation will be offset by program fee revenues of $113,950, resulting in an estimated net cost to the City of $1,290. All other terms of the Agreement would remain the same. In addition to the proposed Third Amendment, staff recommends the City Council approve the attached budget resolution, which will increase appropriations in the 2021-2023 Operating Budget by $115,240 and revenues by $113,950 to cover the costs and revenues of the recommended action.

BACKGROUND:

The City of Lake Forest has contracted with SVUSD to provide Kids Factory since 1999. Kids Factory is a drop-in after school program offered at seven elementary schools throughout the city for approximately two hours after every school day.

On July 21, 2020, the City Council awarded an agreement with SVUSD to provide Kids Factory for the 2020-21 school year. The term of the agreement was for one year with two optional one-year extensions. To improve cost recovery, the City Council at its September 1, 2020, meeting approved monthly program fees of $95 per month and a prorated amount of $75 for the month of December to accommodate holiday closures. Subsequently, the Agreement was fully executed by SVUSD and the City on September 11, 2020 (Attachment 1).

On June 15, 2021, the City Council approved the First Amendment to the Agreement with SVUSD to provide Kids Factory for the 2021-22 school year (Attachment 2). This amendment increased the total compensation by $360,062 for a total not-to-exceed amount of $649,558 and extended the term through June 30, 2022.

At its April 5, 2022, meeting, the City Council awarded the Second Amendment to the Agreement with SVUSD to provide Kids Factory for the 2022-23 school year (Attachment 3). This amendment estimated 400 participants and thus increased the compensation by $354,594 for a not-to-exceed amount of $1,004,152. It also extended the term to June 30, 2023.

Item: 8
91 2
2 6
9 DISCUSSION:

While working with SVUSD on managing the Kids Factory program for the 2022- 23 school year, SVUSD staff informed City staff that demand for the program had significantly increased over the prior two years. Enrollment has reached just over 500 participants, well beyond the initial projection of 400 participants. SVUSD staff is projecting that enrollment could reach up to 570 based on the demand experienced for the first quarter of the 2022-23 school year. Therefore, an amendment to the current Agreement is needed.

SVUSD staff provided an updated program budget, broken down by line-item expenses and revenues, and based on the anticipated enrollment of 570 students. It projects total costs of $469,834 for the program, offset by $457,950 in revenues, at a net cost of $11,884. This net cost is $1,290 higher than the net cost of $10,594 approved with the Second Amendment to the Agreement. This increase is primarily due to additional part-time staffing and supply costs to meet the needs of the program.

The proposed Third Amendment to the Agreement with SVUSD adds $115,240 to the compensation amount (Attachment 4). This results in a new not-to-exceed compensation amount of $1,119,392. The proposed Third Amendment was prepared by the Finance Department and has been reviewed and approved by the City Attorney as to form. It has also been reviewed and approved by the SVUSD Board of Education. Adoption of the Third Amendment to the Agreement with SVUSD will require an adjustment to the 2021-2023 Operating Budget to reflect the increase in expenditures by $115,240 and revenues by $113,950 (Attachment 5).

Staff recommends the City Council approve the proposed Third Amendment with SVUSD that includes a compensation amount of $1,119,392, authorize the Mayor to sign and the City Clerk to attest to the amendment (Attachment 4).

Staff also recommends the City Council approve the Resolution amending the 2021-2023 Operating Budget and Fiscal Year 2022-23 appropriations (Attachment 5). Staff will continue to meet regularly with SVUSD throughout the 2022-23 school year to monitor the program budget.

FISCAL IMPACT:

Approval of the Third Amendment will increase the compensation amount in the Agreement with SVUSD by $115,240 in Fiscal Year 2022-23. This amount will be offset by estimated program fee revenues of $113,950, resulting in a net cost to the City of $1,290. Approval of the proposed budget resolution would increase Fiscal Year 2022-23 appropriations and increase the 2021-2023 Operating budget by $115,240 and increase revenues by $113,950.

Item: 8
92 2
2 6
9 ATTACHMENTS:

1. Agreement with Saddleback Unified School District for Kids Factory Program, Fiscal Year 2020-2021

2. First Amendment to the Agreement with Saddleback Unified School District for Kids Factory Program, Fiscal Year 2021-22

3. Second Amendment to the Agreement with Saddleback Unified School District for Kids Factory Program, Fiscal Year 2022-23

4. Third Amendment to the Agreement with Saddleback Unified School District for Kids Factory Program, Fiscal Year 2022-23

5. Resolution Amending 2021-2023 Operating Budget
Initiated By: Laura Lisack, Recreation Manager
Submitted By: Brett Channing, Deputy City Manager
Approved By: Debra Rose, City Manager
Item: 8
93 Attachment 1
Item: 8
94 Item: 8
95 Item: 8
96 Item: 8
97 Item: 8
98 Item: 8
99 Item: 8
100

Item: 8
101

Item: 8
102

Item: 8
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Item: 8
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Item: 8
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Item: 8
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Item: 8
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Item: 8
108

Item: 8
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Item: 8
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Item: 8
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Item: 8
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Attachment 2
Item: 8
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Item: 8
114

Item: 8
115

Item: 8
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Item: 8
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Attachment 3
Item: 8
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Item: 8
119

Item: 8
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Item: 8
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Item: 8
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Item: 8
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ATTACHMENT 4
Item: 8
124

55136.00200\31919338.1 - 1 -

CITY OF LAKE FOREST

THIRD AMENDMENT TO

AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
PARTIES AND DATE.

This Third Amendment to the Agreement for Professional Consultant Services (“First Amendment”) is entered into on the day of , 2022, 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, CA 92630 (“City”) and Saddleback Valley Unified School District, a California school district organized under the laws of the State of California, with its principal place of business at 25631 Peter A. Hartman Way, Mission Viejo, CA 92691 ("District"). City and District are sometimes individually referred to herein as "Party" and collectively as "Parties."
RECITALS.

2.1 Agreement. The Parties entered into that certain Agreement for the SVUSD After School Program Project Services dated September 11, 2020 (“Agreement”).

2.2 First Amendment. The Parties entered into that certain First Amendment to extend the term of the Agreement and increase the total amount of compensation under the Agreement dated July 1, 2021 (“First Amendment”).

2.3 Second Amendment. The Parties entered into that certain Second Amendment to extend the term of the Agreement and increase the total amount of compensation under the Agreement, dated July 1, 2022 (“Second Amendment”).

2.4 Third Amendment . The Parties now desire to amend the Agreement in order increase the total amount of compensation under the Agreement.

TERMS.

3.1 Compensation. Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:

District 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

MILLION ONE HUNDRED NINETEEN THOUSAND THREE
HUNDRED NINETY-TWO DOLLARS ($1,119,392) 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.

DocuSign Envelope ID: F9E55482-8DA5-4A02-828C-F22F54ABD305 Item: 8
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/0/0/1/2/3/4/5/5/6/5/5/7/2/1/8/1/8/2/2/9/4/1/i255/i255 /11/i255/12/i255/11/i255/i255 /i255
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55136.00200\31919338.1 Attachment “1”-1

ATTACHMENT “1” TO THIRD AMENDMENT TO

AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
EXHIBIT “C”

COMPENSATION
District will be paid the not-to-exceed sum of one million one hundred nineteen thousand three hundred ninety-two dollars ($1,119,392) according to the rates and schedules detailed below.

Year 1: 2020-2021

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55136.00200\31919338.1 Attachment “1”-2

FIRST AMENDMENT
Year 2: 2021-2022

Program Team
Recreation Supervisor** $47,880
Program Coordinator
Benefits $31,510
Supplies $200
Training and Develop $-
Mileage $250
Cell Phones $560
6% Support Services $4,824
Total $85,224
Kids Factory - School Year
Staffing $199,220
Benefits $8,400
Supplies $9,250
Cell Phones $2,000
Promotion $500$
Mileage $500
25% Support Services $54,968
Revenue: Registration (400)* $(344,000)
Total $(69,163)
*860 annual (Semesterly $430)

2021-2022 Total Costs
Program Team $ 85,224
KF School Year $ (69,163)
Total $16,062
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55136.00200\31919338.1 Attachment “1”-3

SECOND AMENDMENT
Year 3: 2022-2023

Program Team
Recreation Supervisor** $51,725
Program Coordinator $ -
Benefits $34,520
Supplies $200
Training and Develop $ -
Mileage $500
Cell Phones $560
6% Support Services $5,250
Total $92,755
Kids Factory - School Year
Staffing $188,657
Benefits $8,314
Supplies $11,000
Cell Phones $ -
Promotion $500
Mileage $1,000
25% Support Services $52,368
Revenue: Registration (400)* $(344,000)
Total $(82,162)
*860 annual (Semesterly $430)

2021-2022 Total Costs
Program Team $ 92,755
KF School Year $ (82,162)
Total $10,594
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55136.00200\31919338.1 Attachment “1”-4

THIRD AMENDMENT

Year 3: 2022-2023 (Amended)

Program Team
Recreation Supervisor** $51,725
Program Coordinator $ -
Benefits $34,520
Supplies $200
Training and Develop $ -
Mileage $500
Cell Phones $560
6% Support Services $5,250
Total $92,755
Kids Factory - School Year
Staffing $279,949
Benefits $8,314
Supplies $11,900
Cell Phones $ -
Promotion $500
Mileage $1,000
25% Support Services $75,416
Revenue: Registration (570)* $(457,950)
Total $(80,872)
*860 annual (Semesterly $430)

2021-2022 Total Costs
Program Team $ 92,755
KF School Year $ (80,872)
Total $11,883
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5 1
5 2
4 ATTACHMENT 5
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5 1
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4 RESOLUTION NO. 2023-

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA, AMENDING
THE 2021-2023 OPERATING BUDGET, AMENDING
APPROPRIATIONS FOR FISCAL YEAR 2022-23
WHEREAS, 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 increase its Operating Appropriations for Fiscal Year 2022-23 as demonstrated in Exhibit A.

Section 3. The General Fund is amended to increase its Revenue Estimates 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 1
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4 PASSED, APPROVED AND ADOPTED this 3rd day of January 2023, by the following vote, to wit:

ATTEST:

DOUG CIRBO
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. 2023- was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 3rd day of January, 2023, 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 1
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4 EXHIBIT A
AMENDMENT TO THE 2021-2023

OPERATING BUDGET, AMENDENT TO
FISCAL YEAR 2022-23

APPROPRIATIONS
General Fund Operating Appropriations
Revenue Estimates
Funding
Source Revenue Type
Current
Budget
Increase
(Decrease)
Amended
Budget
General Fund
Charges for
Service $3,930,600 $113,950 $4,044,550
General
Fund/Expenditure
Program Current Budget
Increase
(Decrease) Amended Budget
Community
Services $3,746,040 $115,240 $3,861,280
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
DEPARTMENT: Public Works
SUBJECT:

THIRD AMENDMENT TO LEIGHTON & ASSOCIATES FOR ON-CALL
GEOTECHNICAL SERVICES – TASK ORDER #5 PORTOLA OAKS

ENVIRONMENTAL REVIEW OF ORGANIC SOIL ISSUE
RECOMMENDED ACTION(S):

1. Approve the Third Amendment to the contract for On-Call Geotechnical Services with Leighton & Associates, Inc. – Task Order #5 Portola Oaks Environmental Review of Organic Soil Issue.

2. Authorize the Mayor to sign, and the City Clerk to attest, the Third Amendment substantially in the form attached
EXECUTIVE SUMMARY:

Leighton & Associates, Inc. (“Leighton”) provides On-Call Geotechnical Services under a contract approved by City Council on January 16, 2018. The three-year Professional Consultant Services Agreement with Leighton (“Agreement”) allowed for two additional one-year extensions based upon performance (Attachment 1). Leighton has performed to staff’s expectations throughout the term of the Agreement. The term of the Agreement has been extended twice via two amendments and is set to expire on January 16, 2023 (Attachments 2 and 3).

Under the On-Call Geotechnical Services Contract, Leighton is currently providing environmental third-party review related to an ongoing soils chemistry issue at the Portola Oaks development. The Portola Oaks development is being constructed by Baldwin & Sons. This is an ongoing issue which is currently under review by the State Department of Toxic Substances Control. Leighton has excellent experience with these types of soils issues and is currently serving as the City’s expert in reviewing all soils matters. To allow Leighton to continue the review, staff proposes a Third Amendment (Attachment 4) with Leighton to extend the Agreement for one year or until the issue is satisfactory resolved.

Staff recommends extending the Agreement by exercising the City Council’s discretionary authority. All geotechnical/environmental work related to private development projects are reimbursed by the developer. The proposed Third Item: 9
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Amendment to the Agreement with Leighton would extend the term of the Agreement and make no changes to the compensation amount.

BACKGROUND:

On January 16, 2018, the City Council approved contracts with GMU Geotechnical, Inc., LGC Geotechnical, Inc., and Leighton & Associates for On- Call Geotechnical Services. The term for these contracts was for three years with two optional one-year extensions at the discretion of City Council. During the term of these contracts, the consultants provided third party review of the testing and construction methods used by developers during the rough grading operations on all development projects under construction within the city.

In March 2021, a soil stockpile at the Portola Oaks development, located in the vicinity of Glenn Ranch Road and Saddleback Ranch Road, began to produce steam, give off odors and unusual heat was observed emanating from a stockpile. Staff required the developer, Baldwin & Sons, to investigate the cause of the issue and provide a plan to the City to address the issue.

Under the Geotechnical On-Call Contract arrangement, staff reached out to the three on-call geotechnical firms to assist the City in investigating this issue and provide third party review of the developer’s efforts to address the soils. Leighton was the most qualified firm and had in-house environmental experts who were able to inspect the site, test the site, and review the documentation provided to the City by the developer’s consultants. Staff issued a task order to Leighton on May 21, 2021, to provide their technical expertise in evaluating this soil issue.

The materials exhibiting anomalous heat and odor were subsequently hauled off- site between May 16, 2021, and July 14, 2021, for disposal. The City issued a stop work order for further grading on the project on June 30, 2021, until the developer could provide a report on what was causing the soil issue and develop a plan to address it.

A draft report was provided to the City in February 2022, which was reviewed by Leighton. Leighton provided invaluable advice to the City regarding this issue.

Upon review of the draft report, Leighton and staff concluded that further work should proceed under the direction and approval of the state Department of Toxic Substance Control (“DTSC”). Leighton continues to review and advise the City as the developer works with DTSC directly for the clearance of the site. In July 2022, the developer met with DTSC and discussed the issues related to the soil and what steps needed to be taken to move forward.

Baldwin is working to provide the information requested by DTSC and develop a soil management plan for DTSC’s concurrence. Once DTSC provides approval of Item: 9
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Baldwin’s soil management plan, the City would lift the stop work order to allow grading to resume.

DISCUSSION:

The City’s standard contract format uses an initial three-year term with two additional one-year extensions available based on performance for a five-year maximum term. The Agreement with Leighton has been extended twice via two one-year extensions. The Agreement with Leighton is set to expire on January 16, 2023. Since Leighton is intimately involved on an active and complex geotechnical issue which supports the City in a matter of health and safety, staff recommends extending the term of the Agreement an additional year to support this issue until it is resolved.

Pursuant to the City’s Purchasing and Contracting Guidelines, staff completes a vendor performance assessment either on an annual basis or during a proposed contract amendment. The vendor performance is used as a guide to determine whether a contract should be amended, renewed, or terminated based on performance in the following categories: performance of scope of services; timeliness; budget performance; and customer service. Utilizing a detailed evaluation form, staff rates the consultant on a one to five scale for specific questions contained in each category. Leighton has provided on-call geotechnical services for several capital improvement and development projects.

Leighton & Associates – Performance Review
January 16, 2018, through December 30, 2022
Category Unsatisfied – Very Satisfied
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 Consistent with the City’s Purchasing and Contracting Guidelines, including vendor assessment, staff recommends the City Council exercise its discretionary authority to extend the Agreement to ensure the City continues to provide third party environmental review of the Portola Oaks development during the grading activities. The Finance Department prepared the proposed amendment and the City Attorney’s Office reviewed the document as to form. Staff recommends the City Council approve the proposed amendment to allow for the continued and uninterrupted delivery of this service.

Item: 9
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FISCAL IMPACT:

All geotechnical/environmental work related to private development projects are reimbursed by the developer. The proposed Third Amendment to the Agreement with Leighton would extend the term of the Agreement and make no changes to the compensation amount. There is sufficient funding in the 2021-2023 Operating Budget and the CIP to accommodate these expenditures and future budgets will be prepared to request an allocation commensurate with these expenditures.

ATTACHMENTS:

1. Agreement with Leighton & Associates, Inc.

2. First Amendment to Agreement with Leighton & Associates, Inc.

3. Second Amendment to Agreement with Leighton & Associates, Inc.

4. Proposed Third Amendment to Agreement with Leighton & Associates, Inc.

Initiated By: Douglas Erdman, Assistant City Engineer/Engineering Svc. Mgr.

Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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Attachment 1
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Attachment 2
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Attachment 3
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Attachment 4
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55136.00200\31919338.1 - 1 -

CITY OF LAKE FOREST

THIRD AMENDMENT TO

AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
PARTIES AND DATE.

This Third Amendment to the Agreement for Professional Consultant Services (“Third Amendment”) is entered into on the [***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, CA 92630 (“City”) and Leighton and Associates, Inc., a California corporation, with its principal place of business at 17781 Cowan Irvine, CA 92614 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties." RECITALS.

2.1 Agreement. The Parties entered into that certain Agreement for On-Call Geotechnical Professional Consultant Services dated January 16, 2018 (“Agreement”).

2.2 First Amendment. The Parties entered into that certain First Amendment to extend the term of the Agreement and update the delivery of notices dated December 3, 2020.

2.3 Second Amendment. The Parties entered into that certain Second Amendment to extend the term of the agreement and increase total compensation under the Agreement.

2.4 Third Amendment. The Parties now desire to amend the Agreement in order to extend the term of the Agreement.

TERMS.

3.1 Term. Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:

The term of this Agreement shall be from January 17, 2018 to January 16, 2024, unless earlier terminated as provided herein.

Consultant shall complete the Services within the term of this Agreement, and shall meet any other est ablished schedules and deadlines.

3.2 Remaining Provisions of Agreement. Except as otherwise specifically set forth in this Third Amendment, the remaining provisions of the Agreement shall remain in full force and effect.

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55136.00200\31919338.1 - 2 -

CITY OF LAKE FOREST LEIGHTON AND ASSOCIATES, INC.

By: [AUTHORIZED CITY SIGNATURE]
Doug Cirbo
Mayor

By: [VENDOR SIGNATURE 1]
Robert Riha
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:

By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
Kristen Williams
Secretary
APPROVED AS TO FORM:

By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney

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CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
DEPARTMENT: Community Development
SUBJECT:

PUBLIC HEARING AND SECOND READING OF AN ORDINANCE ADOPTING THE 2022 CALIFORNIA BUILDING STANDARDS CODE WITH LOCAL

AMENDMENTS
RECOMMENDED ACTION(S):

1. Conduct public hearing and second reading of Ordinance No. 360 entitled:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE
FOREST CALIFORNIA, AMENDING CHAPTERS 8.02, 8.04, 8.06, 8.12,

8.14, 8.16, 8.18, 8.20, 8.22, 8.24, AND 8.26 OF TITLE 8 OF THE CITY OF

LAKE FOREST MUNICIPAL CODE AND ADOPTING BY REFERENCE
THE 2022 EDITION OF THE CALIFORNIA BUILDING STANDARDS
CODE (CALIFORNIA CODE OF REGULATIONS, TITLE 24), ,

TOGETHER WITH CERTAIN ADDITIONS, AMENDMENTS AND
DELETIONS; and

2. Find that adoption of Ordinance No. 360 is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly.

3. Adopt Ordinance No. 360
EXECUTIVE SUMMARY:

This item is the second reading and public hearing for the adoption of the 2022 edition of California Building Standards Code ("CBSC") with local amendments.

The CBSC is State law and provides standards for all construction in California, including building, plumbing, mechanical, and electrical work. The 2022 edition will go into effect automatically January 1, 2022. Local amendments are recommended as reasonably necessary due to local climatic, geological, or topographical conditions. Additionally, they provide administrative provisions related to code enforcement, plan review, permit fees, inspections, and penalties.

Item: 10
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The City Council conducted the first reading of the draft ordinance on December 6, 2022. At that meeting, the City Council directed staff to schedule the required public hearing for January 3, 2023. There is minimal fiscal impact associated with the recommended action. Upon adoption of the ordinance, local amendments would take effect on February 3, 2023.

BACKGROUND:

The California Building Standards Code ("CBSC") is the building code for California and State law (Title 24 of the California Code of Regulations).

The CBSC is a compilation of three types of building standards from three different origins:
▪Building standards that have been adopted by state agencies without change from building standards contained in national model codes; ▪Building standards that have been adopted and adapted from national model codes to address California’s ever-changing conditions; and ▪Building standards, authorized by the California legislature that constitute amendments not covered by national model codes, have been created and adopted to address California concerns.

New editions of the CBSC are published every three years by the California Building Standards Commission. The most recent edition, the 2022 CBSC, was published on July 1, 2022. State law mandates that all California jurisdictions enforce the 2022 CBSC for all construction permitted on or after January 1, 2023.

Local jurisdictions may choose to formally adopt the CBSC or take no action and allow it to go into effect automatically. State law allows local jurisdictions to adopt amendments (“local amendments”), provided the amendments are more stringent than the CBSC standard. To incorporate local amendments into the Lake Forest Municipal Code ("LFMC"), the City must formally adopt the corresponding code and the local amendments and make findings that the local amendments are warranted due to local climatic, geologic, or topographical conditions.

Lake Forest adopted local amendments during each of the prior triennial code adoption cycles. Notwithstanding, all desired previously adopted local amendments must be re-adopted each time the California Building Standards Commission adopts a new edition of the CBSC. Local amendments are codified in Title 8 – Building and Construction of the LFMC.

Item: 10
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In contrast to the conventional LFMC amendment process, State law requires that the public hearing occur in conjunction with the second reading of the draft ordinance(s) instead of the first. Accordingly, the first reading of the draft ordinance occurred ahead of this public hearing, on December 6, 2022. At that meeting, the City Council directed staff to schedule the public hearing for adoption of the ordinance.

DISCUSSION:

Code Adoption and Amendment Process
The 2022 edition of the CBSC contains 13 separate divisions (also known as “Codes”). Table 1 (below) lists each division of the CBSC by number and name, the corresponding recommended action for the 2022 Code adoption cycle, and the LFMC section that would contain each local amendment upon adoption. The City is required to adopt only those codes that are being amended locally.

Table 1: CBSC Divisions and Summary of Recommended Actions Div. Code Recommended Action LFMC
Chapter
1 CA Administrative Code Takes effect as is. No
adoption needed. N/A
2 CA Building Code Adopt with local
amendments. 8.02

2.5 CA Residential Code Adopt with local
amendments. 8.06
3 CA Electrical Code Adopt with local amendments
(Administrative only*). 8.14
4 CA Mechanical Code Adopt with local amendments
(Administrative only*). 8.20
5 CA Plumbing Code Adopt with local amendments
(Administrative only*). 8.16
6 CA Energy Code Takes effect as is. No
adoption needed. N/A
7 Reserved N/A N/A
8 CA Historical Building Code Takes effect as is. No
adoption needed. N/A
9 CA Fire Code Adopt with local
amendments. 8.24
10 CA Existing Building Code Takes effect as is. No
adoption needed. N/A
Item: 10
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Div. Code Recommended Action LFMC
Chapter
11 CA Green Building Standards
Code (CAL Green)
Takes effect as is. No
adoption needed. N/A
12 CA Referenced Standards
Code
Takes effect as is. No
adoption needed. N/A
*Local amendments identified as "administrative only" pertain only to administration of the Code (e.g., permit fees, enforcement, etc.) and not to construction standards or methods.

Local Code Amendments
The recommended amendments customize certain provisions of the CBSC to address distinct climatic, geologic, or topographical characteristics of the region outlined in Attachment 1 (draft ordinance). Recommended amendments are developed through coordination with local building officials in the Southern California region and are provided to all jurisdictions served by the Orange County Fire Authority (“OCFA”).

In conjunction with each triennial CBSC update, OCFA prepares recommended local amendments to the California Fire Code ("CFC"), and in some instances, other CBSC divisions. All OCFA-recommended local amendments for 2022 are to the CFC. However, staff recommends that local amendments to the CBSC, CA Residential Code ("CRC"), CA Electrical Code ("CEC"), CA Mechanical Code ("CMC"), and CA Plumbing Code (“CPC”) adopted in previous cycles (most recently in 2019) be re-adopted for 2022, except for certain fire-related amendments OCFA determined are no longer necessary. Prior local amendments not recommended for readoption consist of code provisions to be included in the CFC, which would be redundant in other divisions or standards that have been incorporated into the 2022 CBSC and are therefore no longer necessary as a local amendment.

For 2022, there are four categories of recommended local amendments:

1. New for 2022 amendments;

2. Revisions to previously adopted amendments;

3. Re-adoption of previously adopted amendments with no changes;

4. Deletion of previously adopted amendments that are no longer necessary.

The recommendations corresponding to each of the four categories are detailed in Attachment 1 and summarized below. In addition, a more detailed summary of OCFA-recommended amendments to the CFC is provided as Attachment 2.

Item: 10
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1. New for 2022 Amendments
For the 2022 Code cycle, OCFA is recommending new local amendments pertaining to the following:
•Maximum size and minimum separation of piles of stored wood chips, compost, solid biomass feedstock, raw products associated with yard waste and similar materials;
•A requirement to provide "push-out clear areas" for piles of materials exceeding 20 cubic yards within 250 feet of any pile and a minimum of 20 feet from any building. Push-out areas allow for piles to be spread out to a depth of two feet in height.

2. Revisions to Previously Adopted Amendments
Proposed revisions to previously adopted amendments include:
•An amended OCFA Guideline B-01 (previously "B-09") – Fire Master Plans for Commercial & Residential Development adopted by reference in CFC section 501.1. Guideline B-01 pertains to the creation and maintenance of fire access roadways, walkways to and around buildings, and hydrant quantity and placement. The guideline applies to roads which provide fire access to new, reconstructed, and relocated residential or commercial structures, developments, and facilities. •Replacement of CFC section 4908 – Fuel Modification Requirements for New Construction (adopted as a 2019 local amendment), with CFC section 4903.3 – Fuel Modification Plans. This section requires fuel modification plans be reviewed and approved by OCFA for all new buildings in a wildfire risk area, and conformance with OCFA Guideline C-05 – Vegetation Management Guideline – Technical Design for New Construction Fuel Modification Plans and Maintenance Program.

3. Readoption of Previously Adopted Local Code Amendments – No Changes
OCFA is recommending that numerous previously adopted local code amendments be re-adopted as part of the 2022 Code adoption (see Attachment 2 for details). The amendments address code violations/penalties, open burning, recreational fires, piles of combustible materials, fuel modification zone requirements, clearance of brush and vegetation from roadways, building sprinkler requirements, and emergency responder radio coverage, along with other safety standards related to the following:

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•Emergency planning and preparedness;
•Fire service features;
•Lumberyard, agro-industrial, solid biomass and woodworking facilities; •Requirements for wildland-urban interface fire areas;
•Hazardous materials;
•Explosives and fireworks; and
•Referenced standards

4. Deletion of Previously Adopted Local Code Amendments Deletions recommended for 2022 include provisions addressing:
•sky lanterns;
•battery charging systems for cars and carts;
•defensible space;
•mobile fueling;
•sprinkler design for non-warehouse spec buildings;
•method of determining water supply;
•height of hose outlet; and
•various redundant provisions included in the CFC and unnecessarily repeated in the CBC and CRC.

OCFA has deemed these prior-cycle local amendments unnecessary on the basis that the 2022 CBSC includes provisions that adequately address these standards.

Local Administrative Amendments
In addition to the OCFA-recommended local amendments to the CFC, staff is recommending various administrative local amendments for readoption. These amendments establish provisions for implementation of the Codes, as well as technical provisions to customize the Codes to local and regional conditions.

The local administrative amendments provide the City with code enforcement authority in areas such as plan review, permit fees, inspections, and penalties.

All proposed local amendments pertaining to the administrative portions of the CBC, CRC, CPC, CEC, CMC, and CFC are carry-forwards from previous local amendments adopted by the City Council.

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FISCAL IMPACT:

The recommended actions have minimal fiscal impact.

ATTACHMENTS:

1. Draft Ordinance Amending Title 8 of the LFMC and Adopting the 2022 Edition of the CBSC with Local Amendments

2. Summary of OCFA-Recommended Local Code Amendments to the CFC 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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CC ATTACHMENT 1

ATTACHMENT 1
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ORDINANCE NO. 360

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST CALIFORNIA, AMENDING CHAPTERS 8.02,

8.04, 8.06, 8.12, 8.14, 8.16, 8.18, 8.20, 8.22, 8.24, AND 8.26 OF TITLE 8 OF THE CITY OF LAKE FOREST MUNICIPAL CODE
AND ADOPTING BY REFERENCE THE 2022 EDITION OF

THE CALIFORNIA BUILDING STANDARDS CODE
(CALIFORNIA CODE OF REGULATIONS, TITLE 24),

TOGETHER WITH CERTAIN ADDITIONS, AMENDMENTS,

AND DELETIONS
WHEREAS, pursuant to California Government Code section 50022.1 et seq. the City of Lake Forest (“City”) may adopt by reference the California Building Standards Code, 2022 Edition as provided in Title 24 of the California Code of Regulations; and
WHEREAS, the California Building Standards Commission (the "Commission") adopted the 2022 California Building Standards Code, which will come into effect on January 1, 2023; and
WHEREAS, California Health & Safety Code sections 17958.5 and 18941.5 authorize cities and counties to modify the California Building Standards Code by adopting more restrictive standards and modifications if such standards and modifications are accompanied by express findings that they are reasonably necessary because of local climatic, geological, or topographical conditions; and WHEREAS, the City desires to adopt the California Building Standards Code with the necessary amendments to assure the Codes are tailored to the particular safety needs of the City as required by its unique climatic, geological, and topographical conditions; and
WHEREAS, the City held a public hearing on January 3, 2023 at which time all interested persons had the opportunity to appear and be heard on the matter of adopting the California Building Standards Code as amended herein; and WHEREAS, the City published notice of the aforementioned public hearing pursuant to California Government Code Section 6066 on December 15, 2022 and December 22, 2022; and
WHEREAS, any and all other legal prerequisites relating 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. Findings. The City Council hereby finds that the proposed amendments to the 2022 California Building Standards Code are reasonably necessary because of local climatic, geologic, or topographic conditions, and adopts the findings provided below to support the modifications to the 2022 California Building Standards Code.

I. Climatic Conditions
A. The jurisdiction of Lake Forest is located in a semi-arid Mediterranean type climate. It annually experiences extended periods of high temperatures with little or no precipitation. Hot, dry (Santa Ana) winds, which may reach speeds of 70 M.P.H. or greater, are also common to the area. These climatic conditions cause extreme drying of vegetation and common building materials. Frequent periods of drought and low humidity add to the fire danger. This predisposes the area to large destructive fires (conflagration). In addition to directly damaging or destroying buildings, these fires are also prone to disrupt utility services throughout the County. Obstacles generated by a strong wind, such as fallen trees, streetlights, and utility poles, and the requirement to climb 75 feet vertically up flights of stairs will greatly impact the response time to reach an incident scene. Additionally, there is a significant increase in the amount of wind force at 60 feet above the ground. Use of aerial type firefighting apparatus above this height would place rescue personnel at increased risk of injury.

B. The climate alternates between extended periods of drought and brief flooding conditions. Flood conditions may affect the Orange County Fire Authority’s ability to respond to a fire or emergency condition. Floods also disrupt utility services to buildings and facilities within the County.

C. Water demand in this densely populated area far exceeds the quantity supplied by natural precipitation; and although the population continues to grow, the already-taxed water supply does not. California is projected to increase in population by nearly 10 million over the next quarter of a century with 50 percent of that growth centered in Southern California.

Due to storage capacities and consumption, and a limited amount of rainfall, future water allocation is not fully dependable. This necessitates the need for additional and on-site fire protection features. It would also leave tall buildings vulnerable to uncontrolled fires due to a lack of Item: 10
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available water and an inability to pump sufficient quantities of available water to floors in a fire.

D. These dry climatic conditions and winds contribute to the rapid spread of even small fires originating in high-density housing or vegetation. These fires spread very quickly and create a need for increased levels of fire protection. The added protection of fire sprinkler systems and other fire protection features will supplement normal fire department response by providing immediate protection for the building occupants and by containing and controlling the fire spread to the area of origin. Fire sprinkler systems will also reduce the use of water for firefighting by as much as 50 to 75 percent.

II. Topographical conditions
A. Natural slopes of 15 percent or greater generally occur throughout the foothills of Orange County. The elevation change caused by the hills creates the geological foundation on which communities within Orange County are built and will continue to build. With much of the populated flatlands already built upon, future growth will occur on steeper slopes and greater constraints in terrain.

B. Traffic and circulation congestion is an artificially created, obstructive topographical condition, which is common throughout Orange County.

C. These topographical conditions combine to create a situation which places fire department response time to fire occurrences at risk and makes it necessary to provide automatic on-site fire-extinguishing systems and other protection measures to protect occupants and property.

III. Geological Conditions
The Orange County region is a densely populated area that has buildings constructed over and near a vast and complex network of faults that are believed to be capable of producing future earthquakes similar or greater in size than the 1994 Northridge and the 1971 Sylmar earthquakes. Earthquake faults run along the northeast and southwest boundaries of Orange County.

The Newport-Inglewood Fault, located within Orange County was the source of the destructive 1933 Long Beach earthquake (6.3 magnitude) which took 120 lives and damaged buildings in an area from Laguna Beach to Marina Del Rey to Whittier. In December 1989, another earthquake occurred in the jurisdiction of Irvine at an unknown fault line. Regional planning for Item: 10
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reoccurrence of earthquakes is recommended by the State of California, Department of Conservation.

A. Previous earthquakes have been accompanied by disruption of traffic flow and fires. A severe seismic event has the potential to negatively impact any rescue or fire suppression activities because it is likely to create obstacles similar to those indicated under the high wind section above. With the probability of strong aftershocks there exists a need to provide increased protection for anyone on upper floors of buildings. The October 17, 1989, Santa Cruz earthquake resulted in one major fire in the Marina District (San Francisco). When combined with the 34 other fires locally and over 500 responses, the department was taxed to its fullest capabilities. The Marina fire was difficult to contain because mains supplying water to the district burst during the earthquake. This situation creates the need for both additional fire protection and automatic on-site fire protection for building occupants. State Department of Conservation noted in their 1988 report (Planning Scenario on a Major Earthquake on the Newport-Inglewood Fault Zone, page 59), “unfortunately, barely meeting the minimum earthquake standards of building codes places a building on the verge of being legally unsafe.”
B. Road circulation features located throughout the County also make amendments reasonably necessary. Located throughout the County are major roadways, highways, and flood control channels that create barriers and slow response times. Hills, slopes, street, and storm drain design, accompanied by occasional heavy rainfall, causes roadway flooding and landslides and at times may make an emergency access route impassable. There are areas in Orange County that naturally have extended emergency response times that exceed the 5-minute goal.

C. Soils throughout the County possess corrosive properties that reduce the expected usable life of water services when metallic pipes in contact with soils are utilized.

D. Portions of the County contain active or former oil production fields. These areas contain a variety of naturally occurring gasses, liquids, and vapors. These compounds present toxicity or flammability hazards to building occupants. Evaluation of these hazards and the risks they pose to development is necessary to implement appropriate mitigation.

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damage inherent in the seismic zone described above, it is prudent to rely on automatic fire sprinkler systems to mitigate extended fire department response time and keep fires manageable with reduced fire flow (water) requirements for a given structures. Additional fire protection is also justified to match the current resources of firefighting equipment and personnel within the Orange County Fire Authority.

IV. Administrative
This amendment is necessary for administrative clarification and does not modify a building standard pursuant to California Health & Safety Code Sections 17958, 17985.7, and/or 18941.5. This amendment establishes administrative standards for the effective enforcement of the building standards in the City of Lake Forest.

The findings above are applicable to amendments to the 2022 California Building Code, California Residential Code, California Electrical Code, California Plumbing Code, California Mechanical Code, California Fire Code, as detailed in the following tables:

Code
Section
Section
Amended
Section
Added
California Building Code
Local Amendment
Findings
105.2 X Work Exempt from Permit,
Building Item 2 Admin
105.3.2 X Expiration of Plan Review Admin
105.5 X Expiration Admin
109.1 X Payment of Fees Admin
109.2 X Schedule of Permit Fees Admin
109.6 X Fee Refunds Admin
109.7 X Plan Review Fees Admin
109.8 X Investigation Fees Admin
110.7 X Reinspections Admin
111.3 X Temporary Occupancy Admin
113.4 X Establishment – Board of
Appeals Admin
114.1 X Unlawful Acts Admin
117 X Underground Utilities Required Admin
202 X Definitions – “Spark Arrested”
Added Admin
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701A.3 X Application I, II, & III
903.2 X Where Required I, II, & III
903.2.8 X Group R I, II, & III
903.3.5.3 X Hydraulically calculated
systems I, II, & III
903.4 X Sprinkler system supervision
and alarms – Exceptions to I, II, & III
905.4 X Location of Class I Standpipe
Hose Connections I, II, & III
T1505.1 X
Minimum Roof Covering
Classifications, Types of
Construction

I, II, & III
1505.1.2. X Roof Coverings Within All Other
Areas I, II, & III
Code
Section
Section
Amended
Section
Added
California Residential Code
Local Amendment
Findings
R105.2 X Work Exempt from Permit,
Building Item 2
Admin
R105.3.2 X Time Limit of Application Admin
R105.5 X Expiration Admin
R108.1 X Payment of Fees Admin
R108.2 X Schedule of Permit Fees Admin
R108.5 X Refunds Admin
R108.7 X Plan Review Fees Admin
R108.8 X Investigation Fees Admin
R109.5 X Reinspections Admin
R110.4 X Temporary Occupancy Admin
R112.1 X General – Board of Appeals Admin
R113.4 X Violation penalties Admin
Code
Section
Section
Amended
Section
Added
California Electrical Code
Local Amendment
Findings

89.108.5.2 X Enforcement Admin

89.108.4.2 X Fees Admin

89.108.11 X Penalties Admin
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Code
Section
Section
Amended
Section
Added
California Plumbing Code
Local Amendment
Findings
104.5 X Fees Admin
104.5.3 X Fee Refund
106.3 X Penalties Admin
Code
Section
Section
Amended
Section
Added
California Mechanical Code
Local Amendment
Findings
104.3.3 X Time Limitation of Application Admin
104.5 X Permit Fees Admin
104.5.3 X Fee Refunds Admin
Code
Section
Section
Amended
Section
Added
California Fire Code Local
Amendments
Findings
112.4 X Violation penalties Admin
112.4.2 X Infraction and misdemeanor Admin
202 X General Definitions – Added
“OCFA” and “Spark Arrester”
Admin
304.1.2 X Vegetation I & II
305.6 X Hazardous conditions I & II
305.7 X Disposal of rubbish I & II
307
X
Open burning, recreational fires,
fire pits, fire rings, and outdoor
fireplaces
Admin
307.6
X
Outdoor Fireplaces, Fire Pits,
Fire Rings, and Outdoor
Fireplaces
I & II
307.6.1 X Gas-fueled devices I & II
307.6.2 X Devices using wood or fuels
other than natural gas or LPG
I & II
307.6.2.1 X Where prohibited I & II
324 X Fuel modification requirements
for new construction
N/A
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325
X
Clearance of brush or
vegetation growth from
roadways
N/A
326 X Unusual circumstances N/A
327 X Use of equipment N/A
327.1
X
Equipment and devices
generating heat, sparks or open
flames
I & II
327.2 X Spark arresters N/A
407.5 X Hazardous materials inventory
statement
Admin
501.1 X Scope (fire service features) Admin
510.1 X Emergency responder radio
coverage in new buildings
Admin
903.2 X Where required (Sprinklers) II & III-B
903.2.8 X Group R (Sprinklers) II-B & III-B
903.3.5.3 X Hydraulically calculated systems I & II
2801.2 X Permit (Miscellaneous
combustible storage)
Admin
2808.2 X Storage site Admin
2808.3 X Size of piles I
2808.4 X Pile separation I
2808.7 X Pile fire protection I
2808.9 X Material-handling equipment I
2808.11 X Temperature control I
2808.11.1 X Pile temperature control I
2808.11.2 X New material temperature
control
I
2808.12 X Water availability for piles I
2808.13 X Tipping area I
2808.14 X Emergency contact Admin
2808.15 X Defining maximum separation
contact
Admin
2808.16 X Push-out area Admin
4903.3 X OCFA Vegetation Management
Guideline
I
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5001.5.2 X Hazardous materials inventory
statement (HMIS)
Admin
5003.1.1.1 X Extremely hazardous
substances

I & III
5608.2 X Retail fireworks Admin
5608.3 X Application for permit Admin
5801.1 X Scope Admin
Chapter
80 X X Referenced Standards I, II, & III

16.12.3.3;

9.4.3.1;

9.2.1.7 X
NFPA 13 2022 Edition,
Standard for the Installation of
Sprinkler Systems
I & II

7.1.2 X
NFPA 13-D 2022 Edition,
Standard for the Installation of
Sprinkler Systems in One- and
Two-Family Dwellings and
Manufactured Homes
I & II

7.3.1.1 X
NFPA 14 2019 Edition
Installation of Standpipe and
Hose Systems
I & II

6.2.8.1;

6.2.9;

10.1.5;

10.4.1.1;

10.4.1.1.1;

10.4.3.2 X X
NFPA 24 2022 Edition Standard
for the Installation of Private Fire
Service Mains and Their
Appurtenances
I & II
SECTION 2. Chapter 8.02 of the Lake Forest Municipal Code is hereby amended and restated in its entirety to read as follows:
“Chapter 8.02 California Building Code

8.02.001 Adoption of California Building Code.

The California Building Code, 2022 Edition (California Code of Regulations Title 24, Part 2), based on the 2021 International Building Code as published by the International Code Council, including Chapter 1, together with the amendments provided in this chapter, is hereby adopted by reference as the Building Code of the City of Lake Forest, regulating the erection, construction, enlargement, alteration, repair, moving, removal, demolition, conversion, occupancy, equipment, use, height, area, and maintenance of all buildings and/or structures in the City.

8.02.020 California Building Code amended.

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The 2022 California Building Code is hereby amended as follows:

A. Chapter 1 Division II -- Section 105.2, “Work Exempt From Permit,” Building Item 2, of the California Building Code is hereby amended to read as follows:

2. Fences not over six feet (2134 mm) tall.

Exception: Walls and fences less than six feet in height which are required as a condition of project approval are required to have permits.

B. Chapter 1 Division II – Section 105.3.2, “Expiration of plan review,” is amended to read as follows:
105.3.2 Expiration of Plan Review. Any application for a permit for any proposed work shall be deemed to have been abandoned within one calendar year following the date of application, unless a permit is issued, and plans and other data submitted for review may thereafter be returned to the applicant or destroyed by the Building Official. No extensions shall be allowed. In order to renew action on an application after expiration, the applicant shall resubmit plans and pay the required fees.

C. Chapter 1 Division II Section 105.5, “Expiration,” is amended to read as follows:

Section 105.5 Expiration. Every permit issued shall become invalid unless the work on the site authorized by such permit is commenced within 12 months after its issuance, or if the work authorized on the site by such permit is suspended or abandoned for a period of 180 days after the time the work is commenced. Before such work can be recommenced a new permit shall be first obtained to do so, and the fee therefore shall be one-half the amount required for a new permit for such work; provided, however, that:

1. No changes have been made or will be made in the original plans and specifications for such work; and

2. Such suspension or abandonment has not exceeded one year; and

3. A re-endorsement of the compliance of the plans with the applicable regulations, by the Director of Community Development, shall be obtained.

In order to renew action on a permit after expiration, the permittee shall pay a new full permit fee.

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is unable to commence work within the time required by this section for good and satisfactory reasons. The Building Official may extend the time for action by the permittee one or more times for a period not exceeding 180 days each, upon written request by the permittee showing that circumstances beyond the control of the permittee have prevented action from being taken. Such written request shall be submitted no later than 60 days after expiration of the permit.

D. Chapter 1 Division II Section 109.1, “Payment of Fees,” is amended to read as follows:
109.1 Payment of Fees. A fee as established by Resolution of the City Council shall be paid for each permit at time of issuance.

E. Chapter 1 Division II Section 109.2, “Schedule of Permit Fees,” is amended to read as follows:
109.2 Schedule of Permit Fees. Permit and plan check fees shall be based on the current City of Lake Forest fee schedule adopted by the City Council and amended from time to time. When applicable, the determination of value or valuation under any of the provision of this Code shall be made by the Building Official. In instances where project valuation is used to determine permit and/or plan check fees, the value to be used in computing the building permit and building plan review fees shall be the total value of all construction work for which the permit is issued, as well as all finish work, painting, roofing, electrical, plumbing, heating, air conditioning, elevators, fire-extinguishing systems, and any other permanent equipment.

F. Chapter 1 Division II Section 109.6, “Fee Refunds,” is amended to read as follows:
109.6 Fee Refunds. The Building Official may authorize refunding of any fee paid hereunder which was erroneously paid or collected.

The Building Official may authorize refunding of not more than 80 percent of the permit fee paid when no work has been done under a permit issued in accordance with this Code.

The Building Official may authorize refunding of not more than 80 percent of the plan review fee paid when an application for a permit for which a plan review fee has been paid is withdrawn or canceled before any plan reviewing is done.

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The Building Official shall not authorize refunding of any fee paid except on written application filed by the original permittee not later than 180 days after the date of fee payment. No refund will be made for less than $30.00. Permit and plan check fees will be refunded in their entirety when collected in error.

G. Chapter 1 Division II Section 109.7, “Plan Review Fees,” and Section 109.8, “Investigation Fees,” are added to read as follows:
109.7 Plan Review Fees. When submittal documents are required by Section 107.1, a plan review fee shall be paid at the time of submitting the submittal documents for plan review. Said plan review fee shall be established by Resolution of the City Council.

The plan review fees specified in this subsection are separate fees from the permit fees specified in Section 109.1 and are in addition to the permit fees.

When submittal documents are incomplete or changed so as to require additional plan review or when the project involves deferred submittal items as defined in Section 107.3.4.1, an additional plan review fee shall be charged at the rate shown in the fee schedule.
109.8 Investigation Fees: Work without a Permit.
109.8.1 Investigation. Whenever any work for which a permit is required by this code has been commenced without first obtaining said permit, a special investigation shall be made before a permit may be issued for such work. 109.8.2 Fee. An investigation fee, in addition to the permit fee, shall be collected whether or not a permit is then or subsequently issued. The investigation fee shall be equal to the amount of the permit fee required by this Code. The minimum investigation fee shall be the same as the minimum fee set forth in the fee schedule. The payment of such investigation fee shall not exempt any person from compliance with all other provisions of this Code nor from any penalty prescribed by law.

H. Chapter 1 Division II – Section 110.7, “Reinspections,” is hereby added to read as follows:

Section 110.7 Reinspections. A reinspection fee may be assessed for each inspection or reinspection when such portion of work for which inspection is called is not complete or when corrections called for are not made.

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This subsection is not to be interpreted as requiring reinspection fees the first time a job is rejected for failure to comply with the requirements of this Code, but as controlling the practice of calling for inspections before the job is ready for such inspection or reinspection.

Reinspection fees may be assessed when the inspection record card is not posted or otherwise made available on the work site; the approved plans are not readily available to the inspector, for failure to provide access on the date for which inspection is requested, or for deviating from plans requiring the approval of the Building Official.

To obtain a reinspection, the applicant shall file an application therefore in writing upon a form furnished for that purpose and pay the reinspection fee as established by the City Council.

In instances where reinspection fees have been assessed, no additional inspection of the work will be performed until the required fees have been paid.

I. Chapter 1 Division II – Section 111.3, “Temporary occupancy,” is hereby amended to read as follows:
111.3 Temporary occupancy. If the Building Official finds that no substantial hazard will result from occupancy of any building or portion thereof before the same is completed, he or she may issue a Temporary Certificate of Occupancy for the use of a portion or portions of a building or structure prior to the completion of the entire building or structure. The application fee for such Temporary Certificate shall be as established by the City Council. The Temporary Certificate of Occupancy may be subject to such conditions as deemed necessary by the Building Official. The violation or failure of any such condition imposed shall be grounds for revocation of such Temporary Certificate of Occupancy.

J. Chapter 1 Division II – Section 113.4, “Establishment,” is hereby added to read as follows:
113.4 Establishment. The City Council shall be the Board of Appeals.

K. Chapter 1 Division II – Section 114.1, “Unlawful acts,” is hereby amended to read as follows:
114.1 Unlawful acts.

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It shall be unlawful for any person, firm, or corporation to erect, construct, enlarge, alter, repair, move, improve, remove, convert, or demolish, equip, use, occupy, or maintain any building or structure, or cause or permit the same to be done in violation of this Code.

Any person, firms, or corporation violating any of the provisions of this Code shall be deemed guilty of a misdemeanor, and each such person shall be deemed guilty of a misdemeanor, and each such person shall be deemed guilty of a separate offense for each and every day or portion thereof during which any violation of any of the provisions of this Code is committed, continued, or permitted, and upon conviction of any such violation such person shall be punished by a fine of not more than $1,000.00 or by imprisonment for not more than six months, or by both such fine and imprisonment.

L. Chapter 1 Division II – Section 117, “Underground Utilities Required,” is hereby added to read as follows:

SECTION 117 UNDERGROUND UTILITIES REQUIRED.

The Building Official shall, as a condition precedent to the issuance of a Building Permit, require all utility services located within the exterior boundary lines of lot or parcel of property to be installed underground if:

1. The property is to be developed with a new or relocated main building;

2. The remodeling, alteration, or addition to an existing main building exceeds 50 percent of the value and/or area of the existing building;

3. A residential building or use is converted to any nonresidential use or purpose.

For purposes of this section, the term “main building” shall mean a building in which is conducted the principal use of the lot or building site on which it is located. If it is determined that practical difficulties, or unreasonable hardships inconsistent with the purposes of this chapter and unique to a particular parcel of property, would result from the literal interpretation of this section, the Building Official may waive, modify, or delay the imposition of any undergrounding requirement imposed pursuant to the section upon written application of any affected property owner. The Building Official shall notify the applicant of his decision in writing by certified mail. If the Building Official determines to delay the installation of required underground utilities, he may require a recorded agreement guaranteeing the future performance of the work, together with adequate performance security enforceable by the City in the form of a cash deposit, bond, letter of credit, or other instrument or security satisfactory to the City Attorney.

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For purposes of this section, appurtenances and associated equipment such as, but not limited to, surface-mounted transformers, pedestal-mounted terminal boxes and meter cabinets, and concealed ducts in an underground system, may be placed above ground.

Any person dissatisfied with the decision of the Building Official may file an appeal pursuant to Section 2.04.100 to 2.04.130 of the Lake Forest Municipal Code.

The owner or developer of the property is responsible for complying with requirements of this section and shall provide all necessary facilities on the property to receive such service from the supplying utilities.

M. Section 202, “Definitions,” is hereby revised by adding “Spark Arrester,” as follows:

SPARK ARRESTER. A listed device constructed of noncombustible material specifically for the purpose of meeting one of the following conditions:

1. Removing and retaining carbon and other flammable particles/debris from the exhaust flow of an internal combustion engine in accordance with California Vehicle Code Section 38366.

2. Fireplaces that burn solid fuel in accordance with California Building Code Chapter 28.

N. Adopt Chapter 7A, “Materials and Construction Methods for Exterior Wildfire Exposure,” in its entirety with the following amendments:
701A.3 Application. New buildings located in any Fire Hazard Severity Zone, or any Wildland-Urban Interface Fire Area designated by the enforcing agency constructed after the application date, and additions to and remodel of buildings constructed before 2012 located in areas currently designated as such, shall comply with the provisions of this chapter. The provisions shall also apply to additions, remodels, and accessory structures located within 100 feet of a fuel modification zone, vegetation management area, or similar area containing hazardous combustible vegetation, regardless of whether the property is currently located in a designated Fire Hazard Severity Zone or Wildland-Urban Interface Fire Area, when materials and/or construction methods for exterior wildfire exposure were previously required at the property by the Building or Fire Code Official.

Exceptions:

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1. Buildings of an accessory character classified as a Group U occupancy and not exceeding 120 square feet in floor area, when located at least 30 feet from the applicable building.

2. Buildings of an accessory character classified as a Group U occupancy of any size located least 50 feet from an applicable building.

3. Buildings classified as a Group U Agricultural Building, as defined in Section 202 of this code (see also Appendix C – Group U Agricultural Buildings), when located at least 50 feet from an applicable building.

O. Adopt Chapter 9 of the California Building Code, “Fire Protection Systems,” in its entirety with the following amendments:

1. Section 903.2, “Where Required,” is hereby revised to read in its entirety as follows:
903.2 Where Required. Approved automatic sprinkler systems in buildings and structures shall be provided when the following condition exists:

New Buildings: Notwithstanding any applicable provisions of Sections 903.2.1 through 903.2.12, an automatic fire-extinguishing system shall also be installed in all occupancies when the total building area, as defined in Section 202, exceeds 5,000 square feet (465 square meters) or more than two stories in height, regardless of fire areas or allowable area.

Exception: Subject to approval by the Fire Code Official, open parking garages in accordance with Section 406.5 of the California Building Code.

Group R-3 occupancies. Group R-3 occupancies shall comply with Section 903.2.8.

2. SECTION 903.2.8, “Group R,” is hereby revised as follows:
903.2.8 Group R. An automatic sprinkler system installed in accordance with Section 903.3 shall be provided throughout all buildings with a Group R fire area as follows:

New Buildings: An automatic sprinkler system shall be installed throughout all new buildings.

Existing Buildings: An automatic sprinkler system shall be installed throughout any existing building when the floor area of the Alteration within any two-year period exceeds 50% of area of the existing structure and the building area exceeds 5,500 square feet. When the cost of installing an approved automatic Item: 10
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sprinkler system exceeds 5% of the cost of the Alteration, with the approval of the Fire Code Official, the required automatic sprinkler system may be omitted.

Exceptions to Existing Buildings requirement:

1. Existing Group R-3 occupancies converted to Group R-3.1 occupancies not housing non-ambulatory clients above the first floor, and not housing clients above the second floor.

2. Existing Group R-3 occupancies converted to Group R-3.1 occupancies housing only one non-ambulatory client and complying with Section 425.8.3.3 of the California Building Code.

3. Pursuant to Health and Safety Code Section 13113 occupancies housing ambulatory children only, none of whom are mentally ill or mentally- disabled, and building or portions thereof housing such children not more than two stories in height, which have an automatic fire alarm system activated by approved smoke detectors.

4. Pursuant to Health and Safety Code Section 13143.6, occupancies licensed for protective social care which house ambulatory clients only, none of whom is a child (under the age of 18 years) or elderly (65 years of age or over).

When not used in accordance with Section 504.2 or 506.3 of the California Building Code, an automatic sprinkler system installed in accordance with Section 903.3.1.2 shall be allowed in Group R-2.1 occupancies.

An automatic sprinkler system designed in accordance with Section 903.3.1.3 shall not be utilized in Group R-2.1 or R-4 occupancies.

3. Section 903.3.5.3, “Hydraulically calculated systems,” is hereby added as follows:
903.3.5.3 Hydraulically calculated systems. The design of hydraulically calculated fire sprinkler systems shall not exceed 90% of the water supply capacity.

Exception: When static pressure exceeds 100 psi, and required by the Fire Code Official, the fire sprinkler system shall not exceed water supply capacity specified by Table 903.3.5.3:

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4. The Exceptions to Section 903.4, “Sprinkler system supervision and alarms,” are hereby amended by deleting Exception 3 and Exception 5 and renumbering and further amending the Exceptions as follows:

1. Automatic sprinkler systems protecting one- and two- family dwellings.

2. Limited area systems serving fewer than 20 sprinklers.

3. Jockey pump control valves that are sealed or locked in the open position.

4. Valves controlling the fuel supply to fire pump engines that are sealed or locked in the open position.

5. Trim valves to pressure switches in dry, preaction and deluge sprinkler systems that are sealed or locked in the open position.

5. Section 905.4, “Location of Class I Standpipe Hose Connections,” is hereby amended by adding Item 7 as follows:

7. The centerline of the 2.5-inch (63.5 mm) outlet shall be no less than 18 inches (457.2 mm) and no more than 24
inches above the finished floor.

P. Table 1505.1 is hereby amended to read as follows:

TABLE 1505.1

MINIMUM ROOF COVERING CLASSIFICATIONS

TYPES OF CONSTRUCTION
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IA IB IIA IIB IIIA IIIB IV VA VB

B B B B B B B B B
Q. Section 1505.1.2, “Roof Coverings Within All Other Areas,” is hereby amended to read as follows:
1505.1.2 Roof coverings within all other areas. The entire roof covering of every existing structure where more than 50 percent of the total roof area is replaced within any one-year period, the entire roof covering of every new structure, and any roof covering applied in the alteration, repair or replacement of the roof of every existing structure, shall be a fire-retardant roof covering that is at least Class B.

SECTION 3. Chapter 8.06 of the Lake Forest Municipal Code is hereby added in its entirety to read as follows:
“Chapter 8.06 California Residential Code

8.06.001 Adoption of California Residential Code.

The California Residential Code, 2022 Edition (California Code of Regulations Title 24, Part 2.5), based on the 2021 International Residential Code as published by the International Code Council, together with the amendments provided in this chapter, is hereby adopted by reference as the Residential Code of the City of Lake Forest, regulating the construction of one- and two-family residential dwellings within the City, of which Code not less than one copy has been made and is now filed in the office of the City Clerk; and the same is adopted and incorporated as fully as is set forth at length herein.

8.06.020 California Residential Code amended.

A. Chapter 1 Division II Section R105.2, “Work exempt from permit,” Building Item 2, of the California Residential Code shall be amended to read as follows:

2. Fences not over six feet high.

Exception: Walls and fences six feet in height or less which are required as a condition of project approval are required to have permits.

B. Chapter 1 Division II Section R105.3.2, “Time limitation of application,” of the California Residential Code is amended to read as follows:

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R105.3.2 Time Limit of Application. Time limit of application. Any application for a permit for any proposed work shall be deemed to have been abandoned within one calendar year following the date of application, unless a permit is issued, and plans and other data submitted for review may thereafter be returned to the applicant or destroyed by the Building Official. No extensions shall be allowed. In order to renew action on an application after expiration, the applicant shall resubmit plans and pay the required fees.

C. Chapter 1 Division II Section R105.5, “Expiration,” of the California Residential Code is amended to read as follows:

Section 105.5 Expiration. Every permit issued shall become invalid unless the work on the site authorized by such permit is commenced within 12 months after its issuance, or if the work authorized on the site by such permit is suspended or abandoned for a period of 180 days after the time the work is commenced. Before such work can be recommenced a new permit shall be first obtained to do so, and the fee therefore shall be one-half the amount required for a new permit for such work; provided, however, that:

1. No changes have been made or will be made in the original plans and specifications for such work; and

2. Such suspension or abandonment has not exceeded one year; and

3. A re-endorsement of the compliance of the plans with the applicable regulations, by the Director of Community Development, shall be obtained.

In order to renew action on a permit after expiration, the permittee shall pay a new full permit fee.

Any permittee holding an unexpired permit may apply for an extension of the time within which work may commence under that permit when the permittee is unable to commence work within the time required by this section for good and satisfactory reasons. The Building Official may extend the time for action by the permittee one or more times for a period not exceeding 180 days each, upon written request by the permittee showing that circumstances beyond the control of the permittee have prevented action from being taken. Such written request shall be submitted no later than 60 days after expiration of the permit.

D. Chapter 1 Division II Section R108.1, “Payment of fees,” of the California Residential Code is amended to read as follows:

R108.1 Payment of Fees. A fee as established by Resolution of the City Council shall be paid for each permit at time of issuance.

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E. Chapter 1 Division II Section R108.2, “Schedule of permit fees,” is amended to read as follows:

R108.2 Schedule of Permit Fees. The determination of value or valuation under any of the provision of this Code shall be made by the Building Official.

The value to be used in computing the building permit and building plan review fees shall be the total value of all construction work for which the permit is issued, as well as all finish work, painting, roofing, electrical, plumbing, heating, air conditioning, elevators, fire-extinguishing systems and any other permanent equipment.

F. Chapter 1 Division II Section R108.5, “Refunds,” is amended to read as follows:

R108.5 Fee Refunds. The Building Official may authorize refunding of any fee paid hereunder which was erroneously paid or collected.

The Building Official may authorize refunding of not more than 80 percent of the permit fee paid when no work has been done under a permit issued in accordance with this code.

The Building Official may authorize refunding of not more than 80 percent of the plan review fee paid when an application for a permit for which a plan review fee has been paid is withdrawn or canceled before any plan reviewing is done.

The Building Official shall not authorize refunding of any fee paid except on written application filed by the original permittee not later than 180 days after the date of fee payment. No refund will be made for less than $30.00. Permit and plan check fees will be refunded in their entirety when collected in error.

G. Chapter 1 Division II Section R108.7, “Plan Review Fees,” is added to read as follows:

R108.7 Plan Review Fees. When submittal documents are required by Section R106.1, a plan review fee shall be paid at the time of submitting the submittal documents for plan review. Said plan review fee shall be established by Resolution of the City Council.

The plan review fees specified in this subsection are separate fees from the permit fees specified in Section 109.1 and are in addition to the permit fees.

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When submittal documents are incomplete or changed so as to require additional plan review or when the project involves deferred submittal items as defined in Section 107.3.4.1, an additional plan review fee shall be charged at the rate shown in the fee schedule.

H. Chapter 1 Division II Section R108.8, “Investigation Fees: Work without a Permit,” is added to read as follows:

R108.8 Investigation Fees: Work without a Permit.

R108.8.1 Investigation. Whenever any work for which a permit is required by this code has been commenced without first obtaining said permit, a special investigation shall be made before a permit may be issued for such work.

R108.8.2 Fee. An investigation fee, in addition to the permit fee, shall be collected whether or not a permit is then or subsequently issued. The investigation fee shall be equal to the amount of the permit fee required by this code. The minimum investigation fee shall be the same as the minimum fee set forth in the fee schedule. The payment of such investigation fee shall not exempt any person from compliance with all other provisions of this code nor from any penalty prescribed by law.

I. Section R109.5, “Reinspections,” is hereby added to the California Residential Code is to read as follows:

Section R109.5 Reinspections. A reinspection fee may be assessed for each inspection or reinspection when such portion of work for which inspection is called is not complete or when corrections called for are not made.

This subsection is not to be interpreted as requiring reinspection fees the first time a job is rejected for failure to comply with the requirements of this code, but as controlling the practice of calling for inspections before the job is ready for such inspection or reinspection.

Reinspection fees may be assessed when the inspection record card is not posted or otherwise made available on the work site; the approved plans are not readily available to the inspector, for failure to provide access on the date for which inspection is requested, or for deviating from plans requiring the approval of the Building Official.

To obtain a reinspection, the applicant shall file an application therefore in writing upon a form furnished for that purpose and pay the reinspection fee as established by the City Council.

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In instances where reinspection fees have been assessed, no additional inspection of the work will be performed until the required fees have been paid.

J. Section R110.4, “Temporary occupancy,” of the California Residential Code is amended to read as follows:

R110.4 Temporary Certificate. If the Building Official finds that no substantial hazard will result from occupancy of any building or portion thereof before the same is completed, he or she may issue a Temporary Certificate of Occupancy for the use of a portion or portions of a building or structure prior to the completion of the entire building or structure. The application fee for such Temporary Certificate shall be as established by the City Council. The Temporary Certificate of Occupancy may be subject to such conditions as deemed necessary by the Building Official. The violation or failure of any such condition imposed shall be grounds for revocation of such Temporary Certificate of Occupancy.

K. Section R112.1, “General,” of the California Residential Code is amended to read as follows:

R112.1 General. The City Council shall be the Board of Appeals.

L. Section R113.4, “Violation penalties,” of the California Residential Code is amended to read as follows:

R113.4 Violations.

It shall be unlawful for any person, firm, or corporation to erect, construct, enlarge, alter, repair, move, improve, remove, convert or demolish, equip, use, occupy, or maintain any building or structure, or cause or permit the same to be done in violation of this Code.

Any person, firms, or corporation violating any of the provisions of this Code shall be deemed guilty of a misdemeanor, and each such person shall be deemed guilty of a misdemeanor, and each such person shall be deemed guilty of a separate offense for each and every day or portion thereof during which any violation of any of the provisions of this Code is committed, continued, or permitted, and upon conviction of any such violation such person shall be punished by a fine of not more than $1,000.00 or by imprisonment for not more than six months, or by both such fine and imprisonment.” Item: 10
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SECTION 4. Chapter 8.14 of the Lake Forest Municipal Code is hereby amended and restated in its entirety to read as follows:
“Chapter 8.14 California Electrical Code

8.14.001 Adoption of California Electrical Code.

California Electrical Code, 2022 Edition (California Code of Regulations, Title 24, Part 3), based on the 2020 National Electrical Code as published by the National Fire Protection Association, including Article 89, together with the amendments provided in this chapter, is hereby adopted by reference as the Electrical Code of the City of Lake Forest, regulating all installation, arrangement, alteration, repair, use and other operation of electrical wiring, connections, fixtures and other electrical appliances on premises within the City, of which Code not less than one copy has been made and is now filed in the office of the City Clerk; and the same is adopted and incorporated as fully as is set forth at length herein.

8.14.010 California Electrical Code amended.

A. Section 89.108.5.2 is hereby added to the California Electrical Code to read as follows:

89.108.5.2 Enforcement.

This Code is intended to be suitable for mandatory application by the City of Lake Forest over electrical installations within incorporated territory of the City.

The Building Official of the City of Lake Forest shall have the authority for enforcement of the Code and the responsibility for making interpretations of the rules, for deciding upon the approval of equipment, materials and wiring methods as set forth in the California Electrical Code, and for the granting the special permission contemplated in a number of the rules.

The Building Official may waive specific requirements in this Code or permit alternate methods, where it is assured that equivalent objectives can be achieved by establishing and maintaining effective safety.

This Code may require new products, constructions, or materials which may not yet be available at the time the Code is adopted. In such event, the Authority Having Jurisdiction may permit the use of the products, constructions, or materials which comply with the most recent previous edition of this Code adopted by the jurisdiction.

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B. Section 89.108.4.2 of the California Electrical Code is amended to read as follows:

89.108.4.2 Fees.
(a) Fees shall be established by resolution of the City Council. (b) The fees required in this section must be paid to the City for each electrical installation for which a permit is required by this Code. (c) No permit shall be issued to any person, firm or corporation unless all fees for permits or additions to permits are paid in full. When an electrical plan is required to be submitted, a plan check fee shall be paid at the time of submittal.
(d) Failure to take out a permit and to pay fees before commencing work shall be deemed evidence of violation of the provisions of this Code. Double the amount of permit fees shall be assessed for work commenced before a permit is issued.
(e) Whenever any work for which a permit is required under the provisions of this Code has been commenced without the authorization of such permit, a special investigation may be required before a permit will be issued for such work. In addition to the regular permit fee and any penalty fee, the said special investigation fee which may be collected shall be established by resolution of the City Council.
(f) Fees for annual permits shall be paid at the time such permits are issued.

In addition, fees for all new work installed under such permit since the date of the previous inspection shall be paid, in accordance with the fee schedule, at the time the annual permit is issued.
(g) Fees for additional inspections.
(1) Each permit shall be entitled to one reinspection without additional charge, in addition to the required number of inspections established by the Building Official. On jobs which may be completely inspected on one inspection trip, two inspection trips will be allowed without additional charge for said second trip.

Exception: The number of inspection trips will not be limited on progress jobs; provided, however, that only one inspection will be permitted for checking a correction. For the purpose of this section, progress jobs are those where circumstances beyond the control of the installer make it impossible for the electrical work to be completed at any specific time.

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(2) If more inspection trips than specified in paragraph (g)(1) above are required due to the fault or error on the part of the installer or his employees, an additional fee as established by resolution of the City Council may be required of the installer for each additional inspection trip.
(h) Refunds.
(1) The Building Official shall collect such fees as are provided to be paid by this Code. He shall make no refunds on fees collected amounting to less than $30.00, or on any plan checking fee or on any permit fee where one year has elapsed from the date of issuance.
(2) Refunds may be made to the permittee in the amount equal to 80 percent of the permit fee paid where work authorized by said permit has not commenced.
(3) Refunds may be made in an amount equal to 100 percent of the amount paid for each permit when a permit has been inadvertently issued outside the jurisdiction of the City or duplicate permits have been issued and two fees have been collected for the same work.

C. Section 89.108.11 is hereby added to the California Electrical Code to read as follows:

89.108.11 Penalties. Any person, firm, or corporation violating any of the provisions of this Code shall be deemed guilty of a misdemeanor, and each such person shall be deemed guilty of a separate offense for each and every day or portion thereof during which any violation of any of the provisions of this Code is committed, continued or permitted; and upon conviction of any such violation such person shall be punished by a fine of not more than $1,000.00 or by imprisonment for not more than six months, or by both such fine and imprisonment.”
SECTION 5. Chapter 8.16 of the Lake Forest Municipal Code is hereby amended and restated in its entirety to read as follows:
“Chapter 8.16 California Plumbing Code

8.16.001 Adoption of California Plumbing Code.

California Plumbing Code, 2022 Edition (California Code of Regulations, Title 24, Part 5), based on the 2021 Uniform Plumbing Code as published by the International Association of Plumbing and Mechanical Officials, including Chapter 1, together with the amendments provided in this chapter, is hereby adopted by reference as the Item: 10
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Plumbing Code of the City of Lake Forest, regulating erection, installation, alteration, repair, relocation, replacement, maintenance or use of plumbing systems within the City, of which Code not less than one copy has been made and is now filed in the office of the City Clerk; and the same is adopted and incorporated as fully as is set forth at length herein.

Whenever the term “Authority Having Jurisdiction” is used in this Code, it shall mean the Building Official of the City.

Whenever the terms “Building Official” and “assistants” are used in this Code, they shall be construed to mean the Director of Community Development for the City of Lake Forest or her designated representative.

8.16.010 California Plumbing Code amended.

A. Section 104.5, “Fees,” of Chapter 1 of the Plumbing Code is hereby amended to read as follows:

Section 104.5 Fees
104.5 Fees. Fees shall be assessed in accordance with the provisions of this section and as set forth by Resolution of the City Council.

Failure to pay fees and obtain a permit before commencing work shall be deemed a violation of this Code, except when it can be proven to the satisfaction of the Building Official that an emergency existed which made it impractical to first obtain the permit. A violation shall result in an assessment of double permit fees for work done prior to permit issuance. Payment of a double fee shall not relieve any person from fully complying with the requirements of this Code nor from any other penalties prescribed herein.

For the purpose of this section, a sanitary plumbing outlet on or to which a plumbing fixture or appliance may be set or attached shall be construed to be a fixture. Fees for reconnection and retest of existing plumbing systems in relocated buildings shall be based on the number of plumbing fixtures, gas systems, water heaters, or other appliances involved.

When a permit has been obtained to connect an existing building or existing work to the public sewer or to a new private disposal facility, backfilling of private sewage disposal facilities abandoned consequent to such connection is included in the building sewer permit.

B. Section 104.5.3, “Fee Refunds,” of Chapter 1 of the Plumbing Code is hereby Item: 10
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amended to read as follows:

Section 104.5.3 Fee Refunds.
104.5.3.1 Refunds. Permit fee refunds will be made in an amount equal to 80 percent where work authorized by said permit has not commenced; except that no refund will be made for less than $30.00, and no refund will be made if one year has elapsed from the date of permit issuance.
104.5.3.2 Plan check fee refunds will be made in an amount equal to 80 percent if the request for such refund is received before the commencement of the first complete plan check; except that no refund will be made for less than $30.00, and no refund will be made if one year has elapsed from the date of plan check fee payment.
104.5.3.3 Permit and plan check fees will be refunded in their entirety when inadvertently paid for a project outside the jurisdiction of the City or as duplicate fees, except that no refund will be made if 1 year has elapsed from the date of payment.”
C. Section 106.3, “Penalties,” of Chapter 1 of the Plumbing Code is hereby amended to read as follows:

Section 106.3 Violation and Penalties.

Any person, firm or corporation violating any of the provisions of this Code shall be deemed guilty of a misdemeanor, and each such person shall be deemed guilty of a separate offense for each and every day or portion thereof during which any violation of any of the provisions of this Code is committed, continued or permitted; and upon conviction of any such violation such person shall be punished by a fine of not more than $1,000.00 or by imprisonment for not more than six months, or by both such fine and imprisonment.” SECTION 6. Chapter 8.20 of the Lake Forest Municipal Code is hereby amended and restated in its entirety to read as follows:
“Chapter 8.20 California Mechanical Code

8.20.001 Adoption of California Mechanical Code.

California Mechanical Code, 2022 Edition (California Code of Regulations, Title 24, Part 4), based on the 2021 Uniform Mechanical Code as published by the International Association Plumbing and Mechanical Officials, including Chapter 1, together with the amendments provided in this chapter, is hereby adopted by Item: 10
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reference as the Mechanical Code of the City of Lake Forest, regulating and controlling the design, construction, installation, quality of materials, location, operation and maintenance of heating, ventilating, cooling, refrigeration systems, incinerators and other miscellaneous heat producing appliances, of which Code not less than one copy has been made and is now filed in the office of the City Clerk; and the same is adopted and incorporated by reference as if set forth at length herein.

8.20.010 California Mechanical Code amended.

A. Section 104.3.3, “Time Limitation of Application,” of the Mechanical Code, is hereby amended to read as follows:
104.3.3 Expiration of plan review. Any application for a permit for any proposed work shall be deemed to have been abandoned within one calendar year following the date of application, unless a permit is issued, and plans and other data submitted for review may thereafter be returned to the applicant or destroyed by the Building Official. No extensions shall be allowed. In order to renew action on an application after expiration, the applicant shall resubmit plans and pay the required fees.

B. Section 104.5, “Fees,” of the Mechanical Code, is hereby amended to read as follows:
104.5 Permit fees. A fee as established by Resolution of the City Council shall be paid for each permit at the time of issuance. Failure to pay fees and obtain a permit before commencing work shall be deemed a violation of this Code except when it can be proven to the satisfaction of the Building Official that an emergency existed which made it impractical to first obtain the permit. A violation shall result in an assessment of double permit fees for work done prior to permit issuance. Payment of a double fee shall not relieve any person from fully complying with the requirements of this Code nor from any other penalties prescribed herein.

C. Section 104.5.3, “Fee Refunds,” of the Mechanical Code, is hereby amended to read as follows:
104.5.3 Fee Refunds.
104.5.3.1 Permit fee refunds will be made in an amount equal to 80 percent where work authorized by said permit has not commenced, except that no refund will be made for less than $30.00, and no refund will be made if one year has elapsed from the date of permit issuance.

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104.5.3.2 Plan check fee refunds will be made in an amount equal to 80 percent if the request for such refund is received before the commencement of the first complete plan check, except that no refund will be made for less than $30.00, and no refund will be made if one year has elapsed from the date of plan check fee payment.
104.5.3.3 Permit and plan check fees will be refunded in their entirety when inadvertently paid for a project outside the jurisdiction of the City of Lake Forest or as duplicate fees, except that no refund will be made if one year has elapsed from the date of payment.”
SECTION 7. Chapter 8.24 of the Lake Forest Municipal Code is hereby amended and restated in its entirety to read as follows:
“Chapter 8.24 California Fire Code

8.24.010. Adoption of California Fire Code.

Except as hereinafter provided, the 2022 California Fire Code (California Code of Regulations, Title 24, Part 9), based on the International Fire Code, 2021 Edition, with errata, published by the International Code Council (ICC), with appendices and amendments thereto, including Chapter 1, are hereby adopted by the City of Lake Forest for the purpose of prescribing regulations governing conditions hazardous to the life and property from fire or explosion, save and except such portions as are hereinafter added, deleted, modified or amended. One copy of all the above is now on file in the office of the City Clerk for public inspection and is adopted with the same force and effect as through set out herein in full.

8.24.020. California Fire Code amended.

The California Fire Code adopted herein by reference is hereby modified by the following additions, amendments, and deletions:

1.Chapter 1 General Requirements. Adopt Chapter 1 in its entirety, with the with the following amendments:

Section 112.4, “Violation penalties,” is hereby revised as follows:
112.4 Violation penalties. Persons who shall violate a provision of this code or shall fail to comply with any of the requirements thereof or shall fail to comply with any issued orders or notices or who shall erect, install, alter, repair or do work in violation of the approved construction documents or Item: 10
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directive of the Fire Code Official, or of a permit or certificate used under provisions of this code, shall be subject to penalties assessed as prescribed in the OCFA Prevention Field Services adopted fee schedule. Each day that a violation continues after due notice has been served shall be deemed a separate offense.

Section 112.4.2, “Infraction and misdemeanor,” is hereby added as follows:
112.4.2 Infraction and misdemeanor. Persons operating or maintaining any occupancy, premises or vehicle subject to this Code that shall permit any fire or life safety hazard to exist on premises under their control shall be guilty of an infraction. Persons who fail to take immediate action to abate a fire or life safety hazard when ordered or notified to do so by the Chief or a duly authorized representative are guilty of a misdemeanor.

2.Chapter 2 Definitions is adopted in its entirety as amended by State Fire Marshall ("SFM") with the following amendments:

Section 202, “General Definitions,” is hereby revised by adding the terms “OCFA” and “Spark Arrester,” as follows:
202 General Definitions
OCFA. Orange County Fire Authority, the fire authority having jurisdiction.

SPARK ARRESTER. A listed device constructed of noncombustible material specifically for the purpose of meeting one of the following conditions:

1. Removing and retaining carbon and other flammable particles/debris from the exhaust flow of an internal combustion engine in accordance with California Vehicle Code Section 38366.

2. Fireplaces that burn solid fuel in accordance with California Building Code Chapter 28.

3.Chapter 3 General Requirements. Adopt Chapter 3 in its entirety, with the exception of Sections 308.1.4; 311.5 through 311.5.5; 318; and 319, and further with the following amendments:

Section 304.1.2, “Vegetation,” is hereby revised as follows:
304.1.2 Vegetation. Weeds, grass, vines, or other growth that is capable of being ignited and endangering property, shall be cut down and removed by Item: 10
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the owner or occupant of the premises. Vegetation clearance requirement in urban-wildland interface areas shall be in accordance with Chapter 49.

Type, amount, arrangement, and maintenance of vegetation in a fuel modification area, interior slope, or similarly hazardous area shall be in accordance with OCFA Guideline C-05 “Vegetation Management Guideline — Technical Design for New Construction, Fuel Modification Plans, and Maintenance Program.

Section 305.6, “Hazardous Conditions,” is hereby added as follows:
305.6 Hazardous conditions. Outdoor fires burning wood or other solid fuel are not allowed when any of the following conditions apply:

1. When predicted sustained winds exceed 8 MPH and relative humidity is less than 25%, or a red flag condition has been declared;

2. When an official sign was caused to be posted by the Fire Code Official, or a public announcement is made.

No outdoor fires using any fuel type are permitted when predicted sustained winds exceed 20 MPH or when such fires present a hazard as determined by the Fire Code Official.

Section 305.7, “Disposal of rubbish,” is hereby added as follows:
305.7 Disposal of rubbish. Rubbish, trash, or combustible waste material shall be burned only within an approved incinerator and in accordance with Section 307.2.1.

Section 307, “OPEN BURNING, RECREATIONAL FIRES AND
PORTABLE OUTDOOR FIREPLACES,” is hereby revised as follows:

SECTION 307 OPEN BURNING, RECREATIONAL FIRES, FIRE PITS,

FIRE RINGS, AND PORTABLE OUTDOOR FIREPLACES
Section 307.6, “Outdoor Fireplaces, Fire Pits, Fire Rings, or similar devices used at Group R Occupancies,” is hereby added as follows:
307.6 Outdoor Fireplaces, Fire Pits, Fire Rings, or similar devices used at Group R Occupancies. Outdoor fireplaces, fire pits, fire rings, or similar exterior devices used at Group R occupancies shall comply with this section.

Exception: Barbeques, grills, and other portable devices intended solely for cooking.

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Section 307.6.1, “Gas-fueled devices,” is hereby added as follows:
307.6.1 Gas-fueled devices. Outdoor fireplaces, fire pits and similar devices fueled by natural gas or liquefied-petroleum gas are allowed when approved by the Building Department and the device is designed to only burn a gas flame and not wood or other solid fuel. At R-3 occupancies, combustible construction and vegetation shall not be located within three feet of an atmospheric column that extends vertically from the perimeter of the device. At other R occupancies, the minimum distance shall be ten feet. Where a permanent Building Department approved hood and vent is installed, combustible construction may encroach upon this column between the bottom of the hood and the vent opening. Where chimneys or vents are installed, they shall have a spark arrester as defined in Section 202.

Section 307.6.2, “Devices using wood or fuels other than natural gas or liquefied-petroleum gas,” is hereby added as follows:
307.6.2 Devices using wood or fuels other than natural gas or liquefied- petroleum gas. Permanent outdoor fireplaces burning wood or other solid fuel shall be constructed in accordance with the California Building Code with clearance from combustible construction and building openings as required therein. Fires in a fireplace shall be contained within a firebox with an attached chimney. The opening in the face of the firebox shall have an installed and maintained method of arresting sparks.

The burning of wood or other solid fuel in a device is not allowed within 25 feet of combustible structures unless within an approved permanent fireplace, Conditions which could cause a fire to spread within 25 feet of a structure or to vegetation shall be eliminated prior to ignition. Fires in devices burning wood or solid fuel shall be in accordance with Sections 305, 307, and 308.

Exceptions:

1. Portable fireplaces and fire rings/pits equipped with a device to arrest sparks shall be located at least 3’ from combustible construction at R-3 occupancies,

2. Portable fireplaces, and fire pits/rings equipped with a device to arrest sparks, shall be located at least 15 feet from combustible structures at other R occupancies.

Section 307.6.2.1, “Where prohibited,” is hereby added as follows:

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307.6.2.1 Where prohibited. The burning of wood and other solid fuels shall not be conducted within a fuel modification zone, Wildfire Risk Area (WRA), Wildland-Urban Interface Area (WUI), or in locations where conditions could cause the spread of fire to the WRA or WUI.

Exceptions:

1. Permanent fireplaces that are not located in a fuel modification zone

2. Where determined by the Fire Code Official that the location or design of the device should reasonably prevent the start of a wildfire.

Section 324, “Fuel Modification Requirements for New Construction,” is hereby added as follows:
324 Fuel Modification Requirements for New Construction. All new structures and facilities adjoining land containing hazardous combustible vegetation shall be approved and in accordance with the requirements of OCFA Guideline C-05 “Vegetation Management Guideline – Technical Design for New Construction Fuel Modification Plans and Maintenance Program.

Section 325, “Clearance of brush or vegetation growth from roadways,” is hereby added as follows:
325 Clearance of brush or vegetation growth from roadways. The Fire Code Official is authorized to cause areas within 10 feet (3048 mm) on each side of portions of highways and private streets which are improved, designed or ordinarily used for vehicular traffic, to be cleared of flammable vegetation and other combustible growth. Measurement shall be from the flow-line or the end of the improved edge of the roadway surfaces.

Exception: Single specimens of trees, ornamental shrubbery or cultivated ground cover such as green grass, ivy, succulents or similar plants used as ground covers, provided that they do not form a means of readily transmitting fire.

Section 326, “Unusual Circumstances,” is hereby added as follows:
326 Unusual circumstances. The Fire Code Official may suspend enforcement of the vegetation management requirements and require reasonable alternative measures designed to advance the purpose of this Code if determined that in any specific case that any of the following conditions exist:

1. Difficult terrain.

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2. Danger of erosion.

3. Presence of plants included in any state and federal resources agencies, California Native Plant Society and county-approved list of wildlife, plants, rare, endangered and/or threatened species.

4. Stands or groves of trees or heritage trees.

5. Other unusual circumstances that make strict compliance with the clearance of vegetation provisions undesirable or impractical.

Section 327, “Use of Equipment,” is hereby added as follows:
327 Use of equipment. Except as otherwise provided in this section, no person shall use, operate, or cause to be operated in, upon or adjoining any hazardous fire area any internal combustion engine which uses hydrocarbon fuels, unless the engine is equipped with a spark arrester as defined in Section 202 maintained in effective working order, or the engine is constructed, equipped, and maintained for the prevention of fire.

Exceptions:

1. Engines used to provide motor power for trucks, truck tractors, buses, and passenger vehicles, except motorcycles, are not subject to this section if the exhaust system is equipped with a muffler as defined in the Vehicle Code of the State of California.

2. Turbocharged engines are not subject to this section if all exhausted gases pass through the rotating turbine wheel, there is no exhaust bypass to the atmosphere, and the turbocharger is in good mechanical condition
Section 327.1, “Use of Equipment and Devices Generating Heat, Sparks or Open Flames,” is hereby added as follows:
327.1 Equipment and devices generating heat, sparks or open flames.

During any time of the year within Wildfire Risk Areas, within or immediately adjacent to any forest- or brush-covered land or non-irrigated grass-covered land, no person shall use or operate any welding equipment, cutting torches, tar pots, grinding devices, or other tools or equipment that may produce a spark, fire, or flame that could result in a wildfire without doing the following:

1. First clearing away all flammable material, including snags, from the area around such operation for a distance of 30 feet or other approved method to reduce fire spread into the wildlands. If 30-foot clearing cannot be Item: 10
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achieved, then an alternate method shall be approved by the authority having jurisdiction prior to work starting.

2. Maintain one serviceable round point shovel with an overall length of not less than 46 inches and one backpack pump water-type fire extinguisher fully equipped and ready for use at the immediate area during the operation.

3. Stop work when winds are 8 MPH or greater during periods when relative humidity is less than 25%, or a red flag condition has been declared or public announcement is made, when an official sign was caused to be posted by the fire code official, or when such fires present a hazard as determined by the Fire Code Official.

4. Keep a cell phone nearby and call 911 immediately in case of fire.

Section 327.2, “Spark Arresters,” is hereby added as follows:
327.2 Spark arresters. Spark arresters shall comply with Section 202, and when affixed to the exhaust system of engines or vehicles subject to Section 327 shall not be placed or mounted in such a manner as to allow flames or heat from the exhaust system to ignite any flammable material.

4.Chapter 4: Emergency Planning and Preparedness. Adopt only those sections and subsections adopted by the SFM with the following amendment:

Section 407.5, “Hazardous Materials Inventory Statement,” is revised as follows:
407.5 Hazardous Materials Inventory Statement. Where required by the Fire Code Official, each application for a permit shall comply with OCFA’s Chemical Classification Guideline in accordance with Section 5001.5.2.

5.Chapter 5, “Fire Service Features,” is adopted in its entirety as amended by SFM with the following amendments:

SECTION 501.1, “Scope,” is revised as follows:
501.1 Scope. Fire service features for buildings, structures and premises shall comply with this chapter and, where required by the Fire Code Official, with OCFA Guideline B-01, “Fire Master Plan for Commercial & Residential Development.”
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Section 510.1, “Emergency responder communication coverage in new buildings,” is revised as follows:
510.1 Emergency responder radio coverage in new buildings. All new buildings shall have approved radio coverage for emergency responders within the building based upon the existing coverage levels of the public safety communication systems of the jurisdiction at the exterior of the building. This section shall not require improvement of the existing public safety communication systems. The Emergency Responder Radio Coverage System shall comply with the Orange County Sheriff’s Department, Communications and Technology Division guidelines and specifications and, where the functionality or performance requirements in the California Fire Code are more stringent, this Code.

Exceptions:

1. In buildings or structures where it is determined by the Fire Code Official that the radio coverage system is not needed, including but not limited to the following:
a. Existing buildings or structures, unless required by the Building Official and OCFA for buildings and structures undergoing extensive remodel and/or expansion.
b. Elevators.
c. Structures that meet all of the following:
i. Three stories or less, and
ii. Do not have subterranean storage or parking, and
iii. Do not exceed 50,000 square feet on any single story. d. Structures that meet all of the following:
i. Residential structures four stories or less, and
ii. Constructed of wood, and
iii. Do not have subterranean storage or parking, and
iv. Are not built integral to an above ground multi-story parking structure.

Should a structure that is three stories or less and 50,000 square feet or smaller on any single story include subterranean storage or parking, then this ordinance shall apply only to the subterranean areas.

2. In facilities where emergency responder radio coverage is required and such systems, components or equipment required could have a negative impact on the normal operations of the facility, the Fire Code Official shall have the authority to accept an automatically activated emergency radio coverage system.

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6.Chapter 6, Building Services and Systems,” is adopted in its entirety as amended by SFM.

7.Chapter 7, “Fire and Smoke Protection Features,” is adopted in its entirety as amended by SFM.

8.Chapter 8, “Interior Finish, Decorative Materials and Furnishings,” is adopted in its entirety as amended by SFM.

9.Adopt Chapter 9, “Fire Protection and Life Safety Systems,” is adopted in its entirety as amended by SFM with the following amendments:

Section 903.2, “Where required,” is hereby revised as follows:
903.2 Where required. Approved automatic fire sprinkler systems in buildings and structures shall be provided when one of the following conditions exists:

1.New buildings: Notwithstanding any applicable provisions of Sections 903.2.1 through 903.2, an automatic fire sprinkler system shall also be installed in all occupancies when the total building area, as defined in Section 202, exceeds 5,000 square-feet (465 square- meters) as defined in Section 202, regardless of fire areas or allowable area, or is more than two stories in height.

Exception: Subject to approval by the Fire Code Official, open parking garages in accordance with Section 406.5 of the California Building Code that are smaller than the area specified in section 903.2.10 (3) or 903.2.10.1 of the California Fire Code.

2. Existing Buildings: Notwithstanding any applicable provisions of this code, an automatic fire sprinkler system shall be provided in an existing building when an addition occurs and one of the following conditions exists:
a. When an addition is 33% or more of the existing building area, and the resulting building area exceeds 5,000 square feet
b. When an addition exceeds 2,000 square feet, and the resulting building area exceeds 5,000 square feet.
c. An additional story is added above the second floor regardless of fire areas or allowable area.

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Exception: Additions to Group R-3 occupancies. Group R-3 occupancies shall comply with Section 903.2.8 (2).

Section 903.2.8, “Group R,” is hereby revised as follows:
903.2.8 Group R. An automatic fire sprinkler system installed in accordance with Section 903.3 shall be provided throughout all buildings with a Group R fire area as follows:

1.New Buildings: An automatic fire sprinkler system shall be installed throughout all new buildings.

2.Existing R-3 Buildings: An automatic fire sprinkler system shall be installed throughout when one of the following conditions exists:

1. When the floor area of alterations within any two-year period exceeds 50 percent of gross floor area of the existing structure and the building gross floor area exceeds 5,500 square feet; or:

2. When an existing Group R Occupancy is being substantially renovated, and where the scope of the renovation is such that the Building Code Official determines that the complexity of installing a fire sprinkler system would be similar as in a new building.

Section 903.3.5.3, “Hydraulically calculated systems,” is hereby added as follows:
903.3.5.3 Hydraulically calculated systems. The design of hydraulically calculated fire sprinkler systems shall not exceed 90% of the water supply capacity.

Exception: When static pressure exceeds 100 psi, and when required by the Fire Code Official, the fire sprinkler system shall not exceed the water supply capacity specified by Table 903.3.5.3.

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10.Chapter 10, “Means of Egress,” is adopted in its entirety as amended by SFM.

11.Chapter 11, “Construction Requirements for Existing Buildings.” Adopt only those sections and subsections adopted by SFM.

12. Chapter 12, “Energy Systems,” is adopted in its entirety as amended by SFM.

13. Chapter 20, “Aviation Facilities,” is adopted in its entirety.

14.Chapter 21, “Dry Cleaning,” Chapter 22, “Combustible Dust-Producing Operations,” Chapter 23, “Motor Fuel-Dispensing Facilities and Repair Garages,” Chapter 24, “Flammable Finishes,” are adopted in their entirety as amended by SFM.

15.Chapter 25, “Fruit and Crop Ripening,” and Chapter 26, “Fumigation and Insecticidal Fogging,” are deleted in their entirety.

16.Chapter 27, “Semiconductor Fabrication Facilities,” is adopted in its entirety without amendments.

17.Chapter 28, “Lumber Yards and Agro-Industrial, Solid Biomass and Woodworking Facilities,” is adopted in its entirety with the following amendments:

Section 2801.2, “Permit,” is hereby revised as follows:
90100 110 120 130 140 150 PSI 85 80
75 Design %
TABLE 903.3.5.3
Hydraulically Calculated Systems
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2801.2 Permit. Permits shall be required as set forth in Section 105.6 and 105.6.29.

Section 2808.2, “Storage site,” is hereby revised as follows:
2808.2 Storage site. Storage sites shall be level and on solid ground, elevated soil lifts or other all-weather surface. Sites shall be thoroughly cleaned and approval obtained from the Fire Code Official before transferring products to the site.

Section 2808.3, “Size of piles,” is hereby revised as follows:
2808.3 Size of piles. Piles shall not exceed 15 feet in height, 50 feet in width and 100 feet in length.

Exception: The Fire Code Official is authorized to allow the pile size to be increased where a fire protection plan is provided for approval that includes, but is not limited to, the following:

1. Storage yard areas and materials-handling equipment selection, design and arrangement shall be based upon sound fire prevention and protection principles.

2. Factors that lead to spontaneous heating shall be identified in the plan, and control of the various factors shall be identified and implemented, including provisions for monitoring the internal condition of the pile.

3. The plan shall include means for early fire detection and reporting to the public fire department; and facilities needed by the fire department for fire extinguishment including a water supply and fire hydrants.

4. Fire apparatus access roads around the piles and access roads to the top of the piles shall be established, identified, and maintained.

5. Regular yard inspections by trained personnel shall be included as part of an effective fire prevention maintenance program.

Additional fire protection called for in the plan shall be provided and shall be installed in accordance with this Code. The increase of the pile size shall be based upon the capabilities of the installed fire protection system and features.

Section 2808.4, “Pile Separation,” is hereby revised as follows:

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2808.4. Pile separation. Piles shall be separated from adjacent piles by a minimum distance of 20 feet. Additionally, piles shall have a minimum separation of 100 feet from combustible vegetation.

Section 2808.7, “Pile fire protection,” is hereby revised as follows:
2808.7 Pile fire protection. Automatic sprinkler protection shall be provided in conveyor tunnels and combustible enclosures that pass under a pile.

Combustible conveyor systems and enclosed conveyor systems shall be equipped with an approved automatic sprinkler system. Oscillating sprinklers with a sufficient projectile reach are required to maintain a 40% to 60% moisture content and wet down burning/smoldering areas.

Section 2808.9, “Material-handling equipment,” is hereby revised as follows:
2808.9 Material-handling equipment. All material-handling equipment operated by an internal combustion engine shall be provided and maintained with an approved spark arrester. Approved material-handling equipment shall be available for moving wood chips, hogged material, wood fines and raw product during fire-fighting operations.

Section 2808.11, “Temperature control,” is hereby added as follows:
2808.11 Temperature control. The temperature shall be monitored and maintained as specified in Sections 2808.11.1 and 2808.11.2.

Section 2808.11.1, “Pile temperature control,” is hereby added as follows:
2808.11.1 Pile temperature control. Piles shall be rotated when internal temperature readings are in excess of 165 degrees Fahrenheit.

Section 2808.11.2, “New material temperature control,” is hereby added as follows:
2808.11.2 New material temperature control. New loads delivered to the facility shall be inspected and tested at the facility entry prior to taking delivery. Material with temperature exceeding 165 degrees Fahrenheit shall not be accepted on the site. New loads shall comply with the requirements of this chapter and be monitored to verify that the temperature remains stable.

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Section 2808.12, “Water availability,” is hereby added as follows:
2808.12 Water Availability. Facilities with over 2500 cubic feet shall provide a water supply. The minimum fire flow shall be no less than 500 GPM @ 20 psi for a minimum of 1 hour duration for pile heights up to 6 feet and 2-hour duration for pile heights over 6 feet. If there is no water purveyor, an alternate water supply with storage tank(s) shall be provided for fire suppression. The water supply tank(s) shall provide a minimum capacity of 2,500 gallons per pile (maximum 30,000 gallons) for piles not exceeding 6 feet in height and 5,000 gallons per pile (maximum 60,000) for piles exceeding 6 feet in height. Water tank(s) shall not be used for any other purpose unless the required fire flow is left in reserve within the tank at all times. An approved method shall be provided to maintain the required amount of water within the tank(s).

Section 2808.13, “Tipping area,” is hereby added as follows:
2808.13 Tipping areas shall comply with the following:

1. Tipping areas shall not exceed a maximum area of 50 feet by 50 feet.

2. Material within a tipping area shall not exceed 5 feet in height at any time.

3. Tipping areas shall be separated from all piles by a 20-foot-wide fire access lane.

4. A fire hydrant or approved fire water supply outlet shall be located within 150 feet of all points along the perimeter of the tipping area.

5. All material within a tipping area shall be processed within 5 days of receipt.

Section 2808.14, “Emergency Contact,” is hereby added as follows:
2808.14 Emergency Contact. The contact information of a responsible person or persons shall be provided to the Fire Department and shall be posted at the entrance to the facility for responding units. The responsible party should be available to respond to the business in an emergency.

Section 2808.15, “Maximum Grid of Piles and Rows,” is hereby added as follows:
2808.15 Maximum Grid of Piles and Rows. Rows of Piles shall not exceed 500 feet by 500 feet. Grids shall be separated by a minimum 50-foot clear space used for no other purpose.
2808.16, “Push-out / Clear area,” is hereby added as follows:

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2808.16 Push-out / Clear area. Piles exceeding 20 cubic yards shall be provided with push-out areas. Push-out areas shall be maintained clear at all times to allow for the largest pile to be spread out to a depth of 2 feet in height. Push-out areas shall be located within 250 feet of all edges of any pile and shall be located a minimum of 20 feet from any building.

18.Chapter 29, “Manufacture of Organic Coatings,” and Chapter 30, “Industrial Ovens,” are adopted in their entirety without amendments.

19. Chapter 31 “Temporary Special Event Structures and Other Membrane Structures,” and Chapter 32, “High-Piled Combustible Storage,” are adopted in their entirety as amended by SFM.

20. Chapter 33, “Fire Safety During Construction and Demolition,” is adopted in its entirety without amendments.

21. Chapter 34, “Tire Rebuilding and Tire Storage,” is adopted in its entirety as amended by SFM.

22. Chapter 35, “Welding and Other Hot Work,” Chapter 36, “Marinas,” Chapter 37, “Combustible Fibers,” Chapter 39, “Processing and Extraction Facilities,” Chapter 40, “Storage of Distilled Spirits and Wines,” Chapter 48, “Motion Picture and Television Production Studio Sound Stages, Approved Production Facilities and Production Locations,” are hereby adopted in their entirety without amendments.

23.Chapter 49, “Requirements for Wildland-Urban Interface Fire Areas,” is adopted in its entirety with the following amendment:

Section 4903.3 Fuel Modification Plans is hereby added as follows:
4903.3 Fuel Modification Plans. Fuel modification plans shall be reviewed and approved by OCFA for all new buildings to be built or installed in a wildfire risk area. Plans shall meet the criteria set forth in OCFA Guideline C-05 “Vegetation Management Guideline – Technical Design for New Construction Fuel Modification Plans and Maintenance Program.

24.Chapter 50, “Hazardous Materials – General Provisions,” is adopted in its entirety as amended by SFM with the following amendments:

Section 5001.5.2, “Hazardous Materials Inventory Statement (HMIS),” is hereby revised as follows:

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5001.5.2 Hazardous Materials Inventory Statement (HMIS). Where required by the Fire Code Official, an application for a permit shall include.

Orange County Fire Authority’s Chemical Classification Guideline, which shall be completed and approved prior to approval of plans, and/or the storage, use or handling of chemicals on the premises.

Section 5003.1.1.1, “Extremely Hazardous Substances,” is hereby added as follows:
5003.1.1.1 Extremely Hazardous Substances. No person shall use or store any amount of extremely hazardous substances (EHS) in excess of the disclosable amounts (see Health and Safety Code Section 25500 et al) in any residential zoned or residentially developed property.

25.Chapter 51, “Aerosols,” Chapter 53, “Compressed Gases,” Chapter 54, “Corrosive Materials,” and Chapter 55, “Cryogenic Fluids,” are adopted in their entirety without amendments.

26.Chapter 56, “Explosives and Fireworks,” is adopted in its entirety with the following amendments:

Section 5608.2 Firing is hereby added as follows:
5608.2 Firing. All fireworks displays, regardless of mortar, device, or shell size, shall be electrically fired.

Section 5608.3, “Application for Permit,” is hereby added as follows:

Section 5608.3 Application for Permit. A diagram of the grounds on which the display is to be held showing the point at which the fireworks are to be discharged, the fallout area based on 100 feet per inch of shell size, the location of all buildings, roads, and other means of transportation, the lines behind which the audience will be restrained, the location of all nearby trees, telegraph or telephone line, or other overhead obstructions shall be provided to OCFA.

27.Chapter 57, “Flammable and Combustible Liquids.” Adopt Chapter 57, with the exception of Section 5707, in its entirety and with the following amendment:

Section 5701.1.1, “On-Demand Mobile fueling,” is added as follows:

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Section 5701.1.1 On-Demand Mobile fueling. On-demand mobile fueling of Class I, II, and III liquids into the fuel tanks of vehicles is prohibited.

28.Chapter 58, “Flammable Gases and Flammable Cryogenic Fluids.” Adopt Chapter 58, with the exception of Section 5809, in its entirety and with the following amendment:

Section 5801.1, “Scope,” is revised as follows:

Section 5801.1 Scope. The storage and use of flammable gases and flammable cryogenic fluids shall be in accordance with this chapter, NFPA 2 and NFPA 55. Compressed gases shall also comply with Chapter 53 and cryogenic fluids shall also comply with Chapter 55. Flammable cryogenic fluids shall comply with Section 5806. Hydrogen motor fuel-dispensing stations and repair garages and their associated above-ground hydrogen storage systems shall also be designed, constructed, and maintained in accordance with Chapter 23. Mobile fueling of gaseous and liquid hydrogen, compressed natural gas (CNG), and liquefied natural gas (LNG) into the fuel tanks of vehicles is prohibited.

Exceptions:

1. Gases used as refrigerants in refrigeration systems (see Section 605).

2. Liquefied petroleum gases and natural gases regulated by Chapter 61.

3. Fuel-gas systems and appliances regulated under the
California Mechanical Code and the California Plumbing Code other than gaseous hydrogen systems and appliances.

4. Pyrophoric gases in accordance with Chapter 64.

29.Chapter 59, “Flammable Solids,” Chapter 60, “Highly Toxic and Toxic Materials,” Chapter 61, “Liquefied Petroleum Gases,” Chapter 62, “Organic Peroxides,” Chapter 63, “Oxidizers, Oxidizing Gases, and Oxidizing Cryogenic Fluids,” Chapter 64, “Pyrophoric Materials,” Chapter 65, “Pyroxylin (Cellulose Nitrate) Plastics,” Chapter 66, “Unstable (Reactive) Materials,” and Chapter 67, “Water-Reactive Solids and Liquids,” are adopted in their entirety without amendments.

30.Chapter 80, “Referenced Standards,” is adopted in its entirety with the following amendments:

NFPA 13, 2022 Edition, Standard for the Installation of Sprinkler Systems, is hereby amended as follows:

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Section 16.12.3.3 is hereby revised as follows:

16.12.3.3 Fire department connections (FDC) shall be of an approved type.

The location shall be approved and be no more than 150 feet from a public hydrant. The FDC may be located within 150 feet of a private fire hydrant when approved by the fire code official. The size of piping and the number of 2½” inlets shall be approved by the Fire Code Official. If acceptable to the water authority, it may be installed on the backflow assembly. Fire department inlet connections shall be painted OSHA safety red or as approved. When the fire sprinkler density design requires more than 500 gpm (including inside hose stream demand), or a standpipe system is included, four 2½” inlets shall be provided.

Section 9.4.3.1 is hereby revised as follows:

9.4.3.1 When fire sprinkler systems are installed in shell buildings of undetermined use (spec buildings) other than warehouses (S occupancies), fire sprinklers of the quick-response type shall be used. Use is considered undetermined if a specific tenant/occupant is not identified at the time the fire sprinkler plan is submitted. Sprinklers in light hazard occupancies shall be one of the following:

1. Quick-response type as defined in 3.3.215.4.16

2. Residential sprinklers in accordance with the requirements of Chapter 12

3. Quick response CMSA sprinklers

4. ESFR sprinklers

5. Standard-response sprinklers used for modifications or additions to existing light hazard systems equipped with standard-response sprinklers

6. Standard-response sprinklers used where individual standard- response sprinklers are replaced in existing light hazard systems Section 9.2.1.7 is hereby revised as follows:

9.2.1.7 Concealed spaces filled with noncombustible insulation shall not require sprinkler protection when approved by fire code official.

NFPA 13D 2022 Edition, “Standard for the Installation of Sprinkler Systems in One- and Two-Family Dwellings and Manufactured Homes,” is hereby amended as follows:

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Section 7.1.2 is hereby revised as follows:

7.1.2 The sprinkler system piping shall not have separate control valves installed unless supervised by a central station, proprietary, or remote station alarm service.

NFPA 14, 2019 Edition, Installation of Standpipe and Hose Systems, is hereby amended as follows:

Section 7.3.1.1 is hereby deleted in its entirety.

NFPA 24, 2022 Edition, Standard for the Installation of Private Fire Service Mains and Their Appurtenances, is hereby amended as follows:

Section 6.2.8.1 is hereby added as follows:

6.2.8.1 All indicating valves controlling fire suppression water supplies shall be painted OSHA red.

Exceptions:

1. Brass or bronze valves on sprinkler risers mounted to the exterior of the building may be left unpainted.

2. Where OS&Y valves on the detector check assembly are the only control valves, at least one OS&Y valve shall be painted red.

Section 6.2.9 is hereby amended as follows:

All connections to private fire service mains for fire protection systems shall be arranged in accordance with one of the following so that they can be isolated:
(1) A post indicator valve installed not less than 40 ft (12 m) from the building
(a) For buildings less than 40 ft (12 m) in height, a post indicator valve shall be permitted to be installed closer than 40 ft (12 m) but at least as far from the building as the height of the wall facing the post indicator valve.
(2) A wall post indicator valve.
(3) An indicating valve in a pit, installed in accordance with Section 6.4.

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(4) A backflow preventer with at least one indicating valve not less than 40 ft (12 m) from the building.
(a) For buildings less than 40 ft (12 m) in height, a backflow preventer with at least one indicating valve shall be permitted to be installed closer than 40 ft (12 m) but at least as far from the building as the height of the wall facing the backflow preventer. (5) Control valves installed in a fire-rated room accessible from the exterior.
(6) Control valves in a fire-rated stair enclosure accessible from the exterior.

Section 10.1.5 is hereby added as follows:

10.1.5 All ferrous pipe and joints shall be polyethylene encased per AWWA C150, Method A, B, or C. All fittings shall be protected with a loose 8-mil polyethylene tube or sheet. The ends of the tube or sheet shall extend past the joint by a minimum of 12 inches and be sealed with 2-inch-wide tape approved for underground use. Galvanizing does not meet the requirements of this section.

Exception: 304 or 316 Stainless Steel pipe and fittings Section 10.4.1.1 is hereby revised as follows:

10.4.1.1 All bolted joint accessories shall be cleaned and thoroughly coated with asphalt or other corrosion-retarding material after installation.

Exception: Bolted joint accessories made from 304 or 316 stainless steel.

Section 10.4.1.1.1 is hereby added as follows:

10.4.1.1.1 All bolts used in pipe-joint assembly shall be 316 stainless steel.

Section 10.4.3.2 is hereby amended as follows:

10.4.3.2. Where fire service mains enter the building adjacent to the foundation, the pipe may run under a building to a maximum of 24 inches, as measured from the interior face of the exterior wall to the center of the vertical pipe. The pipe under the building or building foundation shall be 304 Item: 10
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or 316 stainless steel and shall not contain mechanical joints or it shall comply with 10.4.3.2.1 through 10.4.3.2.4.”
SECTION 8. Upon the effective date of this Ordinance, all former ordinances or parts thereof conflicting or inconsistent with the provisions of this ordinance of the codes herein adopted by reference and any other ordinance in conflict herewith are hereby repealed and declared to be of no further force and effect.

SECTION 9. The City Council finds that this Ordinance is not subject to the California Environmental Quality Act (CEQA) pursuant to sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly.

SECTION 10. If any section, subsection, subdivision, sentence, clause, phrase, or portion of this Ordinance for any reason is held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance.

The City Council hereby declares that it would have adopted this Ordinance, and each section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sentences, clauses, phrases, or portions thereof be declared invalid or unconstitutional.

SECTION 11. Adoption of this Ordinance includes the whole of each California Building Standards Code, together with accumulative supplements, and associated standards referenced therein, including such portions as may be added by the provisions of this chapter, and except such portions as may be deleted or modified by the provisions of this chapter. One copy of said codes has been and is on file in the Office of the City Clerk of the City of Lake Forest.

SECTION 12. The City Clerk shall certify as to the adoption of this Ordinance and shall cause a summary thereof to be published at least five days prior to the meeting at which the proposed Ordinance is to be adopted and shall post a certified copy of the proposed Ordinance in the Office of the City Clerk, and within 15 days of the adoption, 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 Government Code section 36933.

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SECTION 13. This ordinance shall be effective on February 3, 2023, which is to be no less than 30 days after its adoption.

PASSED, APPROVED, AND ADOPTED this 3rd day of January 2023.

DOUG CIRBO, 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 Ordinance No. 360 was duly introduced and placed upon its first reading at a regular meeting of the City Council on the 6th day of December, 2022, and thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council on the 3rd day of January, 2023, 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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ATTACHMENT 2

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ATTACHMENT 2

SUMMARY OF OCFA-RECOMMENDED LOCAL CODE AMENDMENTS TO CFC New For 2019 Local Code Amendments:

SUBJECT (2019 CFC SECTION) PURPOSE/ JUSTIFICATION
Carbon Monoxide detection in Existing
Group E buildings (§ 1103.9.1)
Adds clarification to address carbon monoxide
detection in existing educational buildings.

Energy Systems (§ 1201.1.1) Adds specification for battery charging systems for cars and carts.

Mobile Fueling – Flammable and Combustible Liquids
On Demand Mobile Fueling (§ 5701.1.1) Prohibits on-demand mobile fueling. (Chapter 57 of the CFC is adopted with the exception of § 5707 and
the addition of § 5701.1.1)
Mobile Fueling – Flammable Gases and Flammable Cryogenic Fluids Scope (§ 5801.1) Prohibits on-demand mobile fueling of gaseous and liquid hydrogen, compressed natural gas, and
liquefied natural gas.

Referenced Standards
Concealed spaces (§ 8.15.1.2.7) Require fire authority approval when noncombustible insulation is proposed in lieu of fire sprinklers in
concealed spaces.

Revisions to Previously Adopted Local Code Amendments:

SUBJECT (2019 CFC SECTION) PURPOSE/ JUSTIFICATION
Definitions (§ 202) Deletes definitions related to "sky lantern"; Adds definition of "OCFA" added for clarity; "spark arrester" unchanged.

Vegetation (§ 304.1.2)

Aligns maintenance to OCFA Guideline C-05
requirements. Existing amendment language modified
to align better with Guideline.

Hazardous Conditions (§ 305.6) Prohibits outdoor fires during hazardous weather conditions.

Sky Lanterns (2019 CFC: § 308.1; 2016
CFC: §324)
Revises section to be consistent with 2016 code.

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Previously Adopted Local Code Amendments – Recommended for Re-Adoption with No Modifications:

SUBJECT (2019 CFC SECTION) PURPOSE / JUSTIFICATION
General Requirements
Violation penalties (2019 § 110.4; 2016 §
109.4)
Clarifies administrative violation process; fines now
based on OCFA adopted fee schedule.

Infraction & Misdemeanor (2019 §
110.4.2; 2016 § 109.4.2)
Used for purpose of applying penalties under § 109.4.

Amendment combines definitions of infraction and
misdemeanor under one section--scope of
infraction/misdemeanor modified compared to 2013
version.

Hazardous Conditions (2019 § 305.6; 2016
§ 305.6.2)
Prohibits outdoor fires during hazardous weather
conditions.

Disposal of Rubbish (§ 305.7) Prohibits open burning of trash, leaves, and other debris.

Open burning, recreational fires, fire pits,
fire rings, and outdoor fireplaces (§ 307)
Administrative change to the section title to include
fire pits and fire rings regulated under amendments in
307.6. No change from previous amendment.

Outdoor Fireplaces, Fire Pits, Fire Rings, or
similar devices used at Group R
Occupancies. (§ 307.6)
Addresses requirements for outdoor fireplaces, fire
pits, fire rings. Existing amendment language
modified for additional clarity for the exception.

Gas-fueled devices (§ 307.6.1) Prohibits gas fire pits within 3' of R-3 occupancy or 10' of other R occupancies; modified to reference
amended definition for spark arrester
Devices using wood or fuels other than
natural gas or LPG (§ 307.6.2)
Prohibits solid fuel within 15' of combustibles unless
in a fireplace; modified referenced section numbers
Where prohibited (§ 307.6.2.1) Prohibits solid fuel fires in fuel mod zone, and in Wildland-Urban Interface/Wildfire Risk Area outside
of fireplaces; modified to match adopted code
terminology
Fuel modification requirements for new
construction (2019 § 321; 2016 § 320)
Codifies requirements for fuel modification in
properties adjacent to areas with combustible
vegetation hazards. Existing amendment language
modified for additional clarity, but no material change in content or effect.

Clearance of brush or vegetation growth
from roadways (2019 § 322; 2016 § 321)
Authorizes clearance of vegetation from edges of
roadways to reduce ignition hazard
Unusual circumstances Provides for suspension of or alternative methods of compliance with vegetation maintenance standards
under specific circumstances
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Use of equipment (2019 § 324; 2016 §
323)
Requires use of spark arrester on equipment used in
wildfire prone areas; reference to code Section 323.1
is changed to Section 202. Existing amendment
language modified for additional clarity, but no
material change in content or effect.

Use of equipment and devices generating
heat, sparks or open flames (2019 § 324.1;
2016 § 323.1)
Adopts a modified version of Public Resources Code
requirement (30' setback instead of 10') for hazardous
activities in wildland risk areas based on the cause of multiple fires in OCFA jurisdiction.

Spark arresters (2019 § 324.2; 2016 §
323.2)
Existing amendment is modified to reflect and
reference newly added Section 202 definition, but no
material change in effect.

Emergency Planning and Preparedness
Hazardous Material Inventory Statement
(§ 407.5)
Reference to Hazardous material Inventory Statement
is replaced by "OCFA's Chemical Classification packet"
for consistency with Ch.50 language
Fire Service Features
Scope (§ 501.1) Adopt Guideline B-09 and B-09a for fire department access and firefighting water standards. Per CalFIRE,
adoption of B-09/B-09a is necessary to apply local
requirements in SRA, and LRA Very High Severity
Zone, to ensure consistency in application of
requirements throughout SRA with other areas within
OCFA jurisdiction. B-09 provides development
standards for criteria referred to throughout CFC Ch. 5 "as approved" or "as required by the fire code
official." It includes requirements for fire lane
measurement, fire lane width in wildfire hazard areas
and size of address numbers that were previously
separate amendments.

Emergency Responder Radio Coverage
In Existing Buildings (CFC: § 510.2) Deletes requirement for existing buildings.

Fire Protection Systems
Where required (Sprinklers) (§ 903.2) Existing amendment. Requires sprinklers in new buildings based on size. Requires sprinkler retrofit in buildings undergoing addition based on various area
criteria. Revised to allow exception for open parking
garages.

Group R (Sprinklers) (§ 903.2.8) Requires sprinkler retrofit in homes undergoing addition or remodel based on various area criteria.

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Hydraulically calculated systems (§
903.3.5.3)
Adds specification for industry standard 10% safety
margin to be included in sprinkler calculations.

Lumberyard, Agro-industrial, Solid Biomass and Woodworking Facilities Permit (Miscellaneous combustible
storage) (§ 2801.2)
Clarifies permit for storage/composting of green
waste is a Miscellaneous Combustible Storage permit.

Existing amendment language modified for additional
clarity, but no material change in content or effect.

Storage site (§ 2808.2) Requires OCFA approval of site before bringing combustibles to the site; minor modification to clarify type of ground suitable for storage areas.

Size of piles (§ 2803.3) Reduces the size of piles of combustible materials Pile separation (§ 2808.4) Requires 20' separation between piles instead of specifically a fire lane; requires 100' separation from other combustible vegetation.

Pile fire protection (§ 2807.7) Requires oscillating sprinklers to maintain moisture content and wet down burning/smoldering areas.

Material-handling equipment (§ 2808.9) Requires approved spark arrester on equipment.

Temperature control (§ 2808.11) Requires that temperature be monitored and maintained.

Pile temperature Control (§ 2808.11.1) Requires rotation of piles above 165 degrees.

New material temperature control (§
2808.11.2)
Regulates acceptance of new piles above 165 degrees;
minor language addition reiterates that compliance
with other section from this chapter also required.

Water Availability (§ 2808.12) Establishes firefighting water quantity requirements.

Tipping Area (§ 2808.13) Establishes requirements for new material tipping area configuration and use.

Emergency Contact (§ 2808.14) Requires posting of emergency contact info.

Requirements for Wildland-Urban Interface Fire Areas
OCFA vegetation management guideline
(§ 4906.3)
Includes OCFA Guideline C-05 in list of laws and
regulations that must be followed for vegetation
maintenance. Existing amendment language modified
to match current guideline title.

Fuel modification requirements for new
construction (§ 4908)
Requires fuel modification for buildings in Wildfire
Risk Area. Existing amendment language modified for
additional clarity and to align with current procedural requirements.

Hazardous Materials
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Hazardous materials inventory statement
(HMIS) (§ 5001.5.2)
References "OCFA's Chemical Classification Packet"
instead of a Hazardous Materials Inventory
Statement.

Extremely hazardous substances (§
5003.1.1.1)
Prohibits extremely hazardous substances above
disclosable amounts in a residential area.

Explosives and Fireworks
Firing (Fireworks) (§ 5608.2) Requires fireworks shows to be electrically fired; additional language added for clarity.

Application for Permit (§ 5608.3) Carries over Title 19 requirement into Fire Code so it can be amended to establish a 100'/inch fallout zone
instead of the standard 70'/inch; Amendment is new,
but requirement is not--fallout zone size carried over
from OCFA fireworks guideline adopted by
amendment in previous code cycles.

Reference Standards
NFPA 13
FDC Type (2016 NFPA 13 § 6.7.3; 2013
NFPA § 6.8.3)
Specifies type, location, color of FDC. Existing
amendment language modified for additional clarity
and to better align with other sections of NFPA 13.

Shell buildings (§ 8.3.3.1) Specifies sprinkler type for spec shell buildings that are not warehouses.

Sprinkler design (§ 11.1.1.2)) Specifies sprinkler design criteria for spec buildings that are not warehouses.

Water supply (§ 11.2.3.1.1.1) Specifies acceptable methods of determining water supply.

NFPA 13D, 13R
Control valves (§ 7.1.2) Requires monitoring if a dedicated sprinkler shutoff valve is installed.

NFPA 14
Hose Connection Height (§ 7.3.1.1) Specifies height of hose outlet.

NFPA 24
Indicating Valves (2016 NFPA 24 § 6.2.8.1;
2013 NFPA 24 § 6..2.1.1, 6.3.3)
Specifies that valves controlling firefighting water
supplies shall be painted red to facilitate identification by firefighters; provides exception for valves on
exterior risers and for a system with only OS&Y
shutoff valves; previously, amendment for red valves
was found in two sections of NFPA 24, now
consolidated into one.

Street valves (§ 6.2.9; 2013 § 6.2.11(5)) Removes exception for roadway valve boxes Item: 10
248

Wrapping/Coating Pipe (§ 10.1.5; 2013 §

10.1.6.3)
Revised to allow wrapping of pipe with polyethylene
sheet in accordance with AWWA standards instead of
tubing.

Pipe joints (§ 10.4.1.1; 2013 § 10.3.6.2) Specifies that stainless steel parts do not need to be coated with asphalt or other corrosion retardant.

Stainless steel bolts (§ 10.4.1.1.1; 2013 §

10.3.6.3)
Requires use of stainless steel bolts.

Pipe under foundations (§ 10.4.3.2; 2013 §

10.6.3.1)
Requires pipe to terminate near exterior wall;
requires single piece stainless steel sweep at riser.

Deletions of Previously Adopted (2016) Local Code Amendments:

OCFA is recommending that the following previously adopted local code amendments not be re- adopted for 2019:

SUBJECT (2019 CFC SECTION) PURPOSE / JUSTIFICATION
Indoor Charging of Electric Vehicles (2016
CFC: § 309.2.1)
2016 amendment addresses hazards associated with
rechargeable vehicle batteries. Equivalent provisions
are included in 2019 CFC Ch. 12, § 1201-1.

Sky Lanterns or Similar Devices (2016 CFC:
§ 324)
2016 amendment prohibits use of sky lanterns as they
are an uncontrolled ignition source; 2019 amendment
deletes exception for tethered sky lanterns, as
tethering is not an effective fire safety measure in
practice.

Dimensions (Fire Lanes) (2016 CFC: §
503.2.1)
2016 amendment specifies how to measure road
width between flow lines. Requirement in OCFA
Guideline B-09 proposed to be adopted instead.

Address Identification 2016 (2016 CFC: §
505.1)
2016 amendment specifies 6" numbers for
commercial/multi-family residential building
addresses. Requirement is already in OCFA Guideline
B-09, proposed to be adopted.

Emergency Responder Radio Coverage
Technical Criteria (2016 CFC: § 510.4.2.2)

2016 amendment provides more specifics for the
design of emergency responder radio system. Orange
County Sheriff's Dept. Communications and
Technology Division ("OCSD-CTD") will be responsible
for radio coverage communication systems starting
Jan. 1, 2020. Therefore, any technical requirements
will be managed by OCSD-CTD, including issuing any
permits.

Approval prior to installation (2016 CFC: §
510.5.1)
2016 amendment requires plan
submittal/coordination/approval from OCSD-CTD, and
requires approved plans to be provided to Building
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Official in addition to OCFA. OCSD-CTD will be
responsible for radio coverage communication
systems starting Jan. 1, 2020. Therefore, any technical requirements will be managed by OCSD-CTD,
including issuing any permits.

Minimum Qualification of Personnel (2016
CFC: § 510.5.2)

2016 amendment requires licensed/certified
designer/installer. OCSD-CTD will be responsible for
radio coverage communication systems starting Jan.
1, 2020. Therefore, any technical requirements will be
managed by OCSD-CTD, including issuing any permits.

Acceptance test procedure (2016 CFC: §
510.5.3)
2016 amendment specifies that annual inspections to
be done by FCC licensed technician and OCSD-CTD
technician. OCSD-CTD will be responsible for radio
coverage communication systems starting Jan. 1,
2020. Therefore, any technical requirements will be
managed by OCSD-CTD, including issuing any permits.

Testing and Proof of Compliance (2016
CFC: § 510.6.1)

2016 amendment designates building owner as
responsible party for annual testing. Provides more
specific requirements for testing and certification.

OCSD-CTD will be responsible for radio coverage
communication systems starting Jan. 1, 2020.

Therefore, any technical requirements will be
managed by OCSD-CTD, including issuing any permits.

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CITY COUNCIL AGENDA REPORT
MEETING DATE: 1/3/2023
DEPARTMENT: Community Development
SUBJECT:

THIRD REVISED “2021-2029 HOUSING ELEMENT” OF THE GENERAL PLAN RECOMMENDED ACTION(S):

Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA, ADOPTING THE THIRD REVISED “2021-2029 HOUSING ELEMENT” OF THE GENERAL PLAN
EXECUTIVE SUMMARY:

State law requires all cities in California to adopt a comprehensive General Plan to guide land use planning decisions. The Housing Element is a State-mandated element of the City’s General Plan which is required to identify and analyze existing and projected housing needs. The Housing Element is the only element that must be updated at regular intervals or cycles (every 8 years) and is reviewed for conformance by the State Department of Housing and Community Development (“HCD”).

To date, the Planning Commission has twice considered and made recommendations to City Council on the Draft Sixth Cycle 2021-2029 Housing Element (“Housing Element”). The Housing Element was twice adopted by City Council and subsequently submitted to HCD. However, the HCD review staff has required a second set of revisions to the adopted Housing Element. Therefore, staff and the City’s consultant have incorporated responsive modifications to the Housing Element and have prepared the third round of revisions.

On December 8, 2022, the Planning Commission considered and adopted a resolution recommending that the City Council adopt the draft as revised (Attachment 2). Following the City Council’s adoption, the revised Housing Element would be submitted to HCD for review and certification.

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BACKGROUND:

On November 4, 2021, the Planning Commission considered and made recommendations to the City Council on the Housing Element. The Housing Element was adopted by the City Council on January 4, 2022. On January 6, 2022, staff submitted it to HCD. On March 7, 2022, HCD review staff sent a letter listing revisions that were necessary to comply with State Housing Element Law (Article 10.6 of the Gov. Code) (“State law”). Staff and the City’s consultant, Amanda Tropiano of DeNovo Planning, worked extensively with HCD staff to clarify the comments and update the Housing Element to comply with State law.

On July 7, 2022, the Planning Commission made a recommendation and on August 16, 2022, the City Council adopted the second revised Housing Element Update. Refer to Attachment 3 for prior City Council agenda reports.

At the end of the 60-day review period, HCD staff sent additional comments (Attachment 4) which encompassed topics such as sites inventory, affirmatively furthering fair housing (“AFFH”), AFFH metrics and milestones, expanding the non-vacant site analysis, and direction to modify residential care facilities uses.

Following receipt of the second set of comments/corrections from HCD, staff, the City’s consultant, and the City Attorney made responsive revisions (shown in blue highlight of Attachment 1 Exhibit A).

On December 8, 2022, the Planning Commission considered and adopted a resolution recommending that the City Council adopt the third revised Housing Element (Attachment 2). Table 1 below summarizes the history of actions taken on the Housing Element update for this cycle.

Table 1: Housing Element Update History
Document Planning
Commission
Recommendation
City
Council
Adoption
Submittal
to HCD
Response
from HCD
Original
Housing
Element Update
(1st Submittal)
11/4/2021 1/4/2022 1/6/2022 3/7/2022
Revised
Housing
Element Update
(2nd Submittal)
7/7/2022 8/16/2022 8/24/2022 10/21/2022
Third Revised
Housing
Element Update
(3rd Submittal)
12/8/2022
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DISCUSSION:

In accordance with direction from HCD, changes to the adopted Housing Element are necessary to bring it into compliance with State law. In response to the second set of comments, staff and the City’s consultant, together with the City Attorney, have made a third set of revisions. This third set of revisions are shown in Attachment 1 Exhibit A and are highlighted in blue. When referencing the attachment, it may also be noted that the first set of revisions were written in red underline and the second set of revisions were highlighted in yellow.

Specific changes to the third revised Housing Element include:

Revision Page(s)*
The inclusion of quantifiable goals to measure progress for Affirmatively Furthering Fair Housing (“AFFH”) programs. 11, 15, 16,
22, 34, 39,
40 Additional justification regarding actions and strategies to overcome fair housing issues.
18, 19, 20,
24, 25, 27,
28 Additional examples of potential redevelopment sites and discussion of site characteristics.

BR-214 to
BR-223
Commitment to remove constraints by amending the Zoning Code to allow group homes (7+) consistent with State and fair housing requirements.
13 *Page references for Attachment 1, Exhibit A – Housing Element Revised December 2022 As indicated above, once revisions are adopted by City Council, the revisions to the Housing Element will be sent to HCD for final review and certification.

ENVIRONMENTAL REVIEW:

This project is categorically exempt from the California Environmental Quality Act (CEQA) under CEQA Guidelines Section 15183, which allows a streamlined environmental review process for projects that are consistent with the densities established by existing zoning, community plan or general plan policies for which an Environmental Impact Report (EIR) was certified, such as the City's recent General Plan EIR. An Environmental Analysis was prepared to demonstrate this finding (Attachment 1 Exhibit B).

PUBLIC NOTICING:

In accordance with the requirements of Section 9.184.040(C)(2) of the Municipal Code of the City of Lake Forest, this project has been noticed in a newspaper of Item: 11
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general circulation on December 22, 2022. In addition, on December 23, 2022, public notices were posted at City Hall. Notification by email was also sent to all interested parties on November 22, 2022, regarding the Planning Commission and City Council hearings.

Staff recommends the City Council adopt the attached Resolution approving the draft changes to the City’s Housing Element update. Upon approval, staff will submit the revised Housing Element update to HCD.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

1. Revised Housing Element Resolution HCDPC Resolution recommending City Council adopt the Third Revised “2021-2029 Housing Element”

2. Planning Commission Resolution No. PC 2022-25

3. City Council Agenda Reports of January 4, 2022, and August 16, 2022 (see exhibit link for attachments)

4. HCD Letter of Revisions Dated October 21, 2022
Initiated By: Amy Stonich, AICP, Assistant Director of Community Development
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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2021-2029 Housing Element (Revised) Agenda of January 3, 2023 - 1 -
RESOLUTION NO. 2023-__

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

LAKE FOREST, CALIFORNIA, ADOPTING THE THIRD
REVISED “2021-2029 HOUSING ELEMENT” OF THE

GENERAL PLAN
WHEREAS, the California Government Code requires that cities review and update their Housing Elements every eight (8) years, according to a schedule set forth by the State Department of Housing and Community Development (“HCD”);
WHEREAS, the Housing Element sets forth the housing policies for the City, facilitates the preservation and development of housing, and establishes programs to accommodate the City's share of the regional housing needs in Southern California;
WHEREAS, the City of Lake Forest has been assigned an allocation of 3,236 new housing units as its share of the regional housing needs assessment (“RHNA”) in Southern California;
WHEREAS, in accordance with State Law, the City of Lake Forest has prepared a Draft Housing Element for the 6 th Cycle covering 2021-2029 period in accordance with California Government Code Sections 65580-65589.8 attached hereto as Exhibit A;
WHEREAS, in accordance with Government Code Section 65583, the City finds that the Housing Element (2021-2029) complies with the duty to Affirmatively Further Fair Housing;
WHEREAS, the Housing Element (2021-2029) complies with the requirements of State law and conforms to the purposes, intent and provisions of all the Elements of the City's General Plan;
WHEREAS, the Director of Community Development has reviewed the project’s potential effects on the environment, and has recommended that the project is categorically exempt from the California Environmental Quality Act (CEQA) under CEQA Guidelines Section 15183 which allows a streamlined environmental review process for projects that are consistent with the densities established by existing zoning, community plan or general plan policies for which an Environmental Impact Report (EIR) was certified, such as the City's recent General Plan EIR; and
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2021-2029 Housing Element (Revised) Agenda of January 3, 2023 - 2 -
WHEREAS, in preparation of the Housing Element (2021-2029), the City developed a robust Community Engagement Plan with a dedicated website which received over 1,200 views; conducted two online surveys between November 23, 2020, through December 22, 2020, as well as stakeholder interviews with the Kennedy Commission, Welcoming Neighbors Home, and the Fair Housing Council of Orange County; and held a virtual workshop conducted throughout the month of December 2020 to educate the community about housing issues and opportunities and gather input on housing-related topics; and WHEREAS, on September 23, 2021, pursuant to Government Code section 65585(b)(1), the City submitted the draft 2021-2029 Housing Element to the State of California Department of Housing and Community Development (“HCD”);
WHEREAS, the California Department of Housing and Community Development must review and provide comments on the Public Draft Housing Element and the City must update the Public Draft Housing Element in response to those comments in order to comply with State Housing Law; WHEREAS, on October 7, 2021, the City hosted a public open house event at which the draft Housing Element was shared and feedback was solicited;
WHEREAS, on November 4, 2021, the Planning Commission of the City of Lake Forest conducted a duly noticed public hearing for the purpose of considering the Housing Element update and made a recommendation to the City Council regarding its adoption;
WHEREAS, on January 4, 2022, the City Council conducted a public hearing for the purpose of considering the Housing Element update and adopted the draft Housing Element;
WHEREAS, on January 6, 2022, pursuant to Government Code section 65585(b)(1), the City submitted the draft 2021-2029 Housing Element to the State of California Department of Housing and Community Development (“HCD”);
WHEREAS, based on requested revisions from HCD dated March 7, 2022, staff made minor revisions to the Draft Housing Element for consideration by the Planning Commission for recommendation to the City Council; WHEREAS, the City Manager or her designee is authorized to make minor modifications to the Housing Element to address comments provided by the Item: 11
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2021-2029 Housing Element (Revised) Agenda of January 3, 2023 - 3 -
Department of Housing and Community Development on this Housing Element, provided that the modifications would not exceed the total amount of development accommodated by the Housing Element prior to revisions and would not result in new actions by the City that would require a commitment of $20,000 or greater;
WHEREAS, on July 7, 2022, the Planning Commission of the City of Lake Forest conducted a duly noticed public hearing for the purpose of considering the revised Housing Element update and made a recommendation to the City Council regarding its adoption;
WHEREAS, on August 16, 2022, the City Council conducted a public hearing for the purpose of considering the revised Housing Element update and adopted the draft Housing Element;
WHEREAS, on August 24, 2022, pursuant to Government Code section 65585(b)(1), the City submitted the revised 2021-2029 Housing Element to the State of California Department of Housing and Community Development (“HCD”);
WHEREAS, based on requested revisions from HCD dated October 21, 2022, staff made minor revisions to the Draft Housing Element for consideration by the Planning Commission for recommendation to the City Council; WHEREAS, on December 8, 2022, the Planning Commission of the City of Lake Forest conducted a duly noticed public hearing for the purpose of considering the revised Housing Element update and made a recommendation to the City Council regarding its adoption;
WHEREAS, the City gave notice of the public hearing at which the project would be considered by the City Council by publishing a notice in a newspaper of general circulation on December 22, 2022, and by posting a notice at City Hall; WHEREAS, the City Council has duly considered all evidence, including the testimony of the City’s Consultant, interested parties, and the evaluation and recommendations by staff, presented at said hearing.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE FOREST DOES RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:

SECTION 1. CEQA. This project is categorically exempt from the California Environmental Quality Act (CEQA) under CEQA Guidelines Section 15183, which allows a streamlined environmental review process for projects that are Item: 11
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2021-2029 Housing Element (Revised) Agenda of January 3, 2023 - 4 -
consistent with the densities established by existing zoning, community plan or general plan policies for which an Environmental Impact Report (EIR) was certified, such as the City's recent General Plan EIR. An Environmental Analysis has been prepared to demonstrate this finding attached hereto as Exhibit B.

SECTION 2. The City Council further finds as follows:
a. Finding: The Draft Housing Element is consistent with the goals and policies of the General Plan.

Fact: The Draft Housing Element is a State-mandated Element of the City of Lake Forest’s General Plan. California State Legislation requires that the Housing Element be updated every eight years to adequately plan for the City’s housing needs. The Housing Element identifies sites that may accommodate the City's Regional Housing Needs Assessment (RHNA) obligation. As such, the Draft Housing Element is consistent with the goals and policies of the General Plan.
b. Finding: State law requires the adoption of a Housing Element as part of the General Plan of each municipality and said element shall be updated every eight years.

Fact: The current Housing Element for Lake Forest was adopted by the City Council in January 2014 for the 2014-2021 (5 th Cycle) planning period and was certified by the State. Lake Forest has complied with the State mandate to update its Housing Element for the 2021-2029 planning period. c. Finding: As required by State law during the preparation of an amendment to the General Plan, the planning agency has provided opportunities for the involvement of citizens, public agencies, civic, educational, and other community groups, though public hearing and other means the city deems appropriate.

Fact: Public involvement has been completed which included the involvement of residents, local housing community, several non-profit housing advocates, and key City staff. The City worked diligently to engage the community in safe and appropriate ways throughout 2020, during the COVID19 pandemic, when traditional in-person activities were not possible to conduct. This outreach also extended to the General Plan Update which was conducted during pre-COVID-19 protocols and included dozens of community meetings, an open house, and public hearings, where the community had the opportunity to weigh-in on key areas for future residential and non-residential growth. Further, the Planning Item: 11
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Commission and City Council conducted public hearings on November 4, 2021, January 4, 2022, July 7, 2022, August 16, 2022, and December 8, 2022.

d. Finding: The City Council finds that the update to the Housing Element was prepared in accordance with State law and reviewed by the State Department of Housing and Community Development (HCD) as required by the California Government Code.

Fact: The City submitted a copy of the Housing Element on September 23, 2021, to HCD. Comments received from HCD were addressed and incorporated into the Draft Housing Element document. On November 4, 2021, the Planning Commission considered and made recommendations to City Council on the Housing Element. The Housing Element was adopted by City Council on January 4, 2022, and on January 6, 2022, staff submitted it to HCD. On March 7, 2022, HCD review staff sent a letter listing revisions that were necessary to comply with State law. Staff and the City’s consultant revised the second draft Housing Element in order to comply with State law. On July 7, 2022, the Planning Commission made a recommendation and on August 16, 2022, the City Council adopted the second revised Housing Element Update. At the end of the 60-day review period, HCD staff sent additional comments. Staff and the City’s consultant made responsive revisions and on December 8, 2022, the Planning Commission made recommendation that the City Council adopt the third revised Housing Element.
e. Finding: In accordance with State law, the City Council finds that the existing uses on the nonvacant sites included in the inventory are likely to be discontinued during the planning period.

Fact: City of Lake Forest is essentially entirely built out. There is no vacant unentitled land remaining to accommodate new multifamily residential development. In order to accommodate its fair share of regional housing growth, the City must identify nonvacant sites to accommodate its remaining RHNA for all income levels (not only its lower income requirements). The City has specifically analyzed whether existing uses constitute an impediment for residential uses on the site. Additional information provided in Appendix A Sites Analysis of the Housing Element (Exhibit A attached hereto) demonstrates that existing uses on the sites identified to accommodate a portion of the City’s RHNA do not constitute an impediment for residential uses on the site. Additional information regarding current operations and tenants, vacancies, properties listed for rent or sale, the demand for the current use, and contact with Item: 11
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property/business owners are included. The City has considered each site individually and has concluded that, based on the substantial evidence provided, current uses are not an impediment to the sites’ redevelopment for residential uses (refer to the Suitability of Nonvacant Sites analysis on page BR-100 of Exhibit A).

SECTION 3. CITY COUNCIL ACTIONS. The City Council does hereby adopt the third revised Housing Element (2021-2029) inclusive of revisions necessary in order to comply with State Housing Law (Exhibit A).

PASSED, APPROVED AND ADOPTED this 3 rd day of January 2023, by the following vote, to wit:

DOUG CIRBO
MAYOR
ATTEST:

LISA BERGLUND

CITY CLERK
APPROVED AS TO FORM:

MATTHEW RICHARDSON

CITY ATTORNEY

STATE OF CALIFORNIA )

COUNTY OF ORANGE ) SS

CITY OF LAKE FOREST )
I, Lisa Berglund, City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2023-___ was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 3 rd day of January 2023 by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

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LISA BERGLUND

CITY CLERK
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ATTACHMENT 1

EXHIBIT A
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2021-2029

HOUSING

ELEMENT
Adopted August 16, 2022
Minor Revisions
November 2022
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Prepared For:

City of Lake Forest
Contact: Gayle Ackerman, AICP
Director of Community Development
City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
(949) 461-3460
https://lakeforestca.gov/

Prepared By:

De Novo Planning Group
Contact: Amanda Tropiano, Principal
180 E Main Street Suite 108
Tustin, CA 92780
[email protected]
https://denovoplanning.com/

2021-2029

HOUSING

ELEMENT
Adopted August 16, 2022
Minor Revisions
November 2022
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2021-2029 Housing Element Organization

Part 1: Housing Plan
Part 1 of the 2021-2029 Housing Element is the City’s “Housing Plan”, which includes the goals, policies, and programs the City will implement to address constraints and needs. The City’s overarching objective is to ensure that decent, safe housing is available to all current and future residents at a cost that is within the reach of the diverse economic segments which comprise Lake Forest.

Part 2: Background Report
Part 2 of the 2021-2029 Housing Element is the “Background Report” which identifies the nature and extent of Lake Forest’s housing needs, including those of special populations, potential housing resources (land and funds), potential constraints to housing production, and energy conservation opportunities. By examining the City’s housings, resources, and constraints, the City can then determine a plan of action for providing adequate housing, as presented in Part 1: Housing Plan. In addition to identifying housing needs, the Background Report also presents information regarding the setting in which these needs occur. This information is instrumental in providing a better understanding of the community, which in turn is essential for the planning of future housing needs.

Appendix A: Housing Sites Inventory
The Housing Element must include an inventory of land suitable and available for residential development to meet the City’s regional housing need by income level. Appendix A also includes a detailed analysis of nonvacant sites identified to meet a portion of the City’s lower income RHNA, including a description of existing uses, analysis of development trends applicable to each site, and a photo catalogue.

Appendix B: Public Engagement Summary
As part of the Housing Element Update process, the City hosted numerous opportunities for the community and key stakeholders to provide feedback on existing housing conditions, housing priorities, priority areas for new residential growth, and topics related to fair housing. Public participation played an important role in the refinement of the City’s housing goals and policies and in the development of new housing programs, as included in Part 1: Housing Plan. The public’s input also helped to validate and expand upon the contextual information included in Part 2: Background Report. The City’s efforts to engage the community in a meaningful and comprehensive way are summarized in Appendix B.

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PART 1:

HOUSING PLAN
Adopted August 16, 2022
Minor Revisions
November 2022

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Housing Plan │ Page 1

HOUSING PLAN TABLE OF CONTENTS
1 2021-2029 HOUSING PLAN INTRODUCTION ............................................... 3 2 GOALS AND POLICIES ............................................................................... 3 3 CYCLE 6 HOUSING ELEMENT PROGRAMS ................................................... 6 Provision of Adequate Housing Sites to Achieve a Variety of Housing Types and Densities ........................... 6 Removal of Constraints ............................................................................................................................. 12 Housing and Supportive Services for Special Needs Populations (Goal 1) .................................................. 16 Conserve the Existing Supply of Affordable Housing (Goal 2) ..................................................................... 21 Rehabilitate the City’s Existing Single-Family and Multi-Family Housing Stock (Goal 2) ................................. 23 Provide Housing Opportunities for First-Time Homebuyers (Goal 3) ............................................................ 27 Equal Housing Opportunity (Goal 4) .......................................................................................................... 28 4 QUANTIFIED OBJECTIVES ........................................................................ 44

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Housing Plan │ Page 3

1 2021-2029 Housing Plan Introduction
This section presents the City’s Housing Plan, including goals, policies, and programs the City will implement to address constraints and needs. The City’s overarching objective is to ensure that decent, safe housing is available to all current and future residents at a cost that is within the reach of the diverse economic segments which comprise Lake Forest. To this end, the Housing Plan focuses on:
1) Encouraging housing diversity and opportunities;
2) Maintaining, preserving, and conserving existing residential neighborhoods; 3) Increasing opportunities for home ownership;
4) Promoting equal opportunity for all residents to reside in the housing of their choice.

2 Goals and Policies
The Housing Element Background Report evaluates the City’s housing needs, opportunities and constraints, and presents a review of the previous element. This Housing Plan reflects the City’s experience during the 2013 -2021 planning period and sets forth the City’s goals, policies, and programs to address the identified housing needs and issues for the 2021-2029 planning period. Quantified objectives for new construction, rehabilitation and conservation are also identified. The goals and policies that guide the City’s housing programs and activities are as follows:

ISSUE: HOUSING DIVERSITY AND OPPORTUNITIES
Goal 1: Adequate housing to meet the existing and future needs of Lake Forest residents.

Policy 1.1: Allow for the development of a variety of housing opportunities (ownership and rental) in Lake Forest including low-density single-family homes, moderate- density townhomes, higher -density apartments and multi-family projects, mixed-use development, accessory dwelling units, and mobile homes to fulfill regional housing needs.

Policy 1.2: Support the development of affordable housing by offering development incentives on a case-by-case basis.

Policy 1.3: Support the provision of housing and supportive services for extremely low-income households and special groups, such as the elderly, persons with disabilities (including developmental disabilities), large families, single-parent households, and those in need of temporary shelter.

Policy 1.4: Promote the development of new housing units in the City’s mixed-use focus areas which are located along the City’s major transportation corridors and near community activity centers.

Policy 1.5: Remove or reduce constraints on affordable housing development to the extent feasible.

Policy 1.6: Encourage residential developments to incorporate a minimum of 15% affordable units, including units affordable to extremely low-income households.

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Policy 1.7: Maintain adequate capacity to accommodate the City’s unmet Regional Housing Needs Assessment (RHNA) allocation for all income categories throughout the planning period.

Policy 1.8: Allow by -right approval of housing developments proposed on non-vacant sites included in the previous housing element inventory and on vacant sites included in the two previous housing element inventories, provided that the proposed housing development includes at least 20 percent lower - income affordable housing units.

ISSUE: MAINTENANCE, PRESERVATION, AND CONSERVATION OF HOUSING Goal 2: Maintenance and enhancement of the quality of existing residential neighborhoods.

Policy 2.1: Promote programs that improve the overall quality and conditions of existing housing in Lake Forest with an emphasis on housing that is affordable to lower-income households.

Policy 2.2: Promote and facilitate the conservation and rehabilitation of the City’s older residential properties.

Policy 2.3: Subject to the availability of funds , continue to offer rehabilitation and home improvement loans to qualified households.

Policy 2.4: Evaluate opportunities for comprehensive neighborhood improvements, including focused code enforcement and neighborhood clean-up days, and implement such activities as warranted.

Policy 2.5: Endeavor to preserve income- restricted affordable housing in the City that is at -risk of converting to market-rate.

Policy 2.6: Promote a balance of rental and affordable ownership housing.

Policy 2.7: Continue to support County efforts to preserve and expand rental assistance programs for extremely low-income households, including the Housing Choice Voucher Program.

ISSUE: HOME OWNERSHIP
Goal 3: Increased opportunities for home ownership.

Policy 3.1: Encourage the development of affordable ownership housing for first-time homebuyers.

Policy 3.2: Pursue state and federal funding sources to provide fair home purchase options to lower - and moderate-income households.

Policy 3.3: Collaborate in regional efforts to pursue funding, such as mortgage revenue bonds and Mortgage Credit Certificates, for homeownership assistance programs.

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ISSUE: EQUAL OPPORTUNITY
Goal 4: Promote equal opportunity for all residents to reside in housing of their choice by affirmatively furthering fair housing.

Policy 4.1: Encourage and support the enforcement of laws and regulations prohibiting discrimination in the sale, rental, or financing of housing based on race, color, ancestry, religion, national origin, sex, sexual orientation, gender identity, age, disability/medical conditions, familial status, marital status, source of income, or any other arbitrary factor.

Policy 4.2: Accommodate persons with disabilities who seek reasonable waiver or modification of land use controls and/or development standards pursuant to procedures and criteria set forth in the Zoning Code.

Policy 4.3: Assist in the enforcement of fair housing laws by providing support to organizations that can receive and investigate fair housing allegations, provide outreach and education regarding fair housing rights , monitor compliance with fair housing laws, and refer possible violations to enforcing agencies.

Policy 4.4: Encourage design which supports aging in place (such as universal design) in new development.

Policy 4.5: Encourage the development of housing affordable to lower-income households and housing for special needs groups throughout the community.

Policy 4.6: Provide information to the public on available housing, housing affordable to lower-income households, and special needs housing through the City’s public information channels.

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3 Cycle 6 Housing Element Programs
Lake Forest offers a variety of housing opportunities to meet the needs of the community and comply with state Housing Law. This section of the Housing Plan addresses the issues identified in the previous sections of the Element and provides a strategy to achieve the City’s housing goals. The housing programs designed to implement the City’s strategy are discussed in detail below.

The City has considered each program as it relates to affirmatively furthering fair housing. In addition to identifying the responsible agencies, funding sources, objectives, and timeframes for each program, the City has also identified the fair housing issue(s) and contributing factor(s) addressed by each program. For further information regarding fair housing issues and contributing factors in Lake Forest, see Section 6 of the Background Report.

PROVISION OF ADEQUATE HOUSING SITES TO ACHIEVE A VARIETY OF HOUSING TYPES AND DENSITIES A key element in satisfying the housing needs of all segments of the community is the provision of adequate sites for housing. This is an important function of both the General Plan and zoning.

Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program) Planning and regulatory actions to achieve adequate housing sites are implemented through the Land Use Element, Zoning Code, and, in some instances, development agreements. These regulatory documents provide for a variety of residential development , ranging from lower -density single-family homes to higher -density apartments, condominiums, and mixed-use projects.

The City of Lake Forest received a RHNA allocation of 3,236 units for the 2021-2029 RHNA period. After credits for constructed units (461) and approved/entitled units (976) are taken into consideration, the City of Lake Forest has a remaining 2021-2029 RHNA of 1,847 units, including 848 extremely/very low-income, 447 low-income, and 552 moderate-income units.

While the City adopted its new General Plan in 2020 which establishes new mixed-use focus areas which designate sufficient sites to accommodate the City’s remaining RHNA, the City has not yet adopted new zoning standards to implement the land use designations. Without the zoning in place, the City finds that it currently has a shortfall of sites to accommodate its remaining RHNA and must commit to a program to rezone sufficient sites to accommodate its RHNA for all income levels. The City is committed to rezoning all necessary parcels to create consistency with the General Plan Land Use Map, and is specifically committed, through this program, to complete the rezoning for all sites identified in Appendix A (Site Inventory) in accordance with the acreages, densities, and unit capacities identified therein. The new Zoning Map will be made available online and in person in accordance with transparency requirements. Sites w ill be rezoned consistent with Government Code Section 65583, subdivision (c)(1) and 65583.2 subdivisions (h) and (i). The rezone will accommodate 100 percent of the shortfall during the planning period and will include the following components.
• Permit owner-occupied and rental multifamily uses by right and not require a conditional use permit or other discretionary review or approval for developments in which 20 percent or more of the units are affordable Item: 11
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to lower income households.
• Permit the development of at least 16 units per site and a minimum of 20 dwelling units per acre; • For sites designated for mixed -use, allow 100 percent residential use and require that residential use occupy 50 percent of the total floor area of a mixed-use project; • Ensure sites will be available for development during the planning period where water and sewer can be provided.

The residential sites inventory consists of approximately 159 a cres of land designated in mixed -use areas which allow for residential development at densities greater than 30 du/ac, with the potential to yield at least 2,965 new units. These sites are located in areas adjacent to major transportation facilities and activity centers; the co-location of attainable/affordable housing choices near transportation facilities and goods and services will improve access to opportunity for all persons, especially lower income households and persons with special needs, including persons with disabilities.

The City has also identified 34.55 acres of underdeveloped residential uses (two sites) that could yield an additional 382 units affordable to moderate and above moderate income households. Also construction of new accessory dwelling units (ADUs) will also add to the City’s housing stock. Together, these resources have the capacity to accommodate at least 3,378 new units affordable to all income levels. These sites can accommodate the City’s remaining RHNA allocation for all income levels through year 2029. The City will maintain an inventory of sites with residential development potential and provide it to prospective residential developers upon request.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Maintain and monitor the residential sites inventory to ensure sufficient sites remain to accommodate the RHNA allocation throughout the RHNA period.

Receive and process development applications for residential projects. Rezone all sites identified in Appendix A consistent with the densities, acreages, and capacity levels identified in Appendix A. Complete all rezoning pursuant to Government Code section 65583.2, subdivisions (h) and (i).

Timeframe: Complete all necessary rezoning by October 15, 2022; Annual monitoring and reporting throughout the planning period.

Fair Housing Issues
Addressed:

Segregation and Integration; Disparities in Access to Opportunity; Racially and Ethnically Concentrated Are as of Poverty/Affluence; Disparities in Access to Opportunity for Persons with Disabilities ; Disproportionate Housing Needs, including Displacement Risks; Site Inventory
Contributing Factors
Addressed:

Community Opposition; Lack of Community Revitalization Strategies; Lack of Private Investment in Specific Neighborhoods; Land Use and Zoning Laws; Item: 11
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Location and Type of Affordable Housing; Impediments to Mobility; Lack of Opportunity Due to High Housing Costs; Access to Transportation for Persons with Disabilities; Availability of Affordable Units in a Range of Sizes; Location of Employers

Program 2: Monitor Residential Capacity (No Net Loss)
The City will monitor the depletion of residential acreage, and review proposed General Plan amendments, Zone Changes, and development projects , to ensure an adequate inventory is available to meet the City’s 2021 -2029 RHNA obligations. To ensure sufficient residential development capacity is maintained to accommodate the City’s RHNA allocation, the City will develop and implement a formal ongoing (project -by-project) evaluation procedure pursuant to Government Code Section 65863 and will make the findings required by that code section if a site is proposed for development with fewer units or at a different income level(s) than shown in the Housing Element Site Inventory. Should an approval of development result in a reduction of residential development capacity below the capacity needed to accommodate the remaining need for lower -income, moderate-income, or above -moderate- income households, the City , and potentially the applicant (in accordance with State law), will identify and, if necessary, rezone sufficient sites within 180 days to accommodate the shortfall and ensure “no net loss” in capacity to accommodate the RHNA allocation, consistent with State law . Any rezoned site(s) will satisfy the adequate site requirements of Government Code Section 65583.2 and will be consistent with the City’s obligation to affirmatively further fair housing.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Maintain adequate capacity to accommodate the City’s RHNA obligations at all income levels throughout the planning period . Report as required through the HCD annual report process.

Timeframe: Ongoing implementation, at time of approval of a project on a site listed in the Housing Element, and annual reporting throughout the planning period.

Fair Housing Issues
Addressed:

Racially and Ethnically Concentrated Areas of Poverty/Affluence; Disparities in Access to Opportunity; Disproportionate Housing Needs, including Displacement Risks
Contributing Factors
Addressed:

Community Opposition ; Displacement of Residents Due to Economic Pressures; Location and Type of Affordable Housing ; Lack of Access to Opportunity due to High Housing Costs
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The City will maintain a list of surplus City-owned lands, including identification of address, APN, General Plan land use designation, zoning, current use, parcel size, and status (surplus land or exempt surplus land). The City will work with non-profits and public agencies to evaluate the feasibility of transferring surplus City-owned lands not committed to other City purposes for development of affordable housing by the private sector. The inventory will be updated annually in conjunction with the Annual Progress Report (“APR”) (Program 1). Any disposition of surplus lands shall be conducted consistent with the requirements of Government Code Section 54220 et. seq.

Responsible Agencies: City Manager’s Office
Funding Sources: General Fund and federal and State technical assistance grants 2021-2029 Objectives: Collaborate with the development community on an annual basis , including affordable housing developers, to evaluate the viability of developing City - owned land as affordable housing.

Timeframe: Annually
Fair Housing Issues
Addressed:

Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Lack of Public Investment in Specific N eighborhoods, including Services or Amenities; Lack of Local or Regional Cooperation; Land Use and Zoning Laws

Program 4: Replacement of Affordable Units
Consistent with the requirements of Government Code Section 65583.2(g), development projects on sites in the housing inventory (Appendix A) that have, or have had within the five years preceding the application, residential uses restricted with rents affordable to low- or very low-income households or residential uses occupied by low- or very low-income households, shall be conditioned to replace all such units at the same or lower income level as a condition of any development on the site, and such replacement requirements shall be consistent with Section 65915(c)(3).

Responsible Agencies: Community Development Department
Funding Sources: General Fund; replacement costs to be borne by developer of any such site 2021-2029 Objectives: For all project applications, identify need for replacement of affordable housing units and ensure replacement, if required, occurs.

Timeframe: Ongoing
Fair Housing Issues Fair Housing Enforcement and Outreach Capacity; Segregation and Integration; Item: 11
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Addressed: Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Displacement of Residents Due to Economic Pressures; Location and Type of Affordable Housing; Lack of Opportunity Due to High Housing Costs; Quality of Affordable Housi ng Information Programs; Community Opposition ; Loss of Affordable Housing

Program 5: Facilitate Affordable and Special Needs Housing Construction The City can encourage and facilitate affordable housing construction through financial assistance, removal of regulatory constraints, and administrative support. With limited funding, the City will rely on the following actions to encourage affordable housing production during the planning period:
• Affordable Housing Implementation Plans (AHIPs): During the two previous Housing Element cycles, the City entered into Development Agreements (DA) with the property owners/developers of land that was newly entitled for residential use. The DAs include an Affordable Housing Implementation Plan (AHIP) that required the production of affordable units in conjunction with the development. The City continues to monitor and enforce approved AHIPs and affordable housing covenants.
• Collaborate with Affordable Housing Developers: Affordable housing developers work to develop, conserve and promote rental and ownership affordable housing. Particularly in relation to senior housing, the affordable housing developer is often, but not always, a local organization interested in developing affordable housing. The affordable housing developer is often involved with what is called "assisted housing", where some type of government assistance (such as Housing Choice Voucher program or Tax Credits) is provided to the individual household to keep rents affordable. An affordable housing developer may help meet the City’s goal of incorporating a minimum of 15% affordable units within new residential developments by implementing or assisting with the implementation of programs described in this Element. The City will continue to proactively collaborate with affordable housing developers to identify potential sites, write letters of support to help secure governmental and private-sector funding, and offer technical assistance related to the application of State density bonus provisions. The City will proactively provide affordable housing developers with maps illustrating high resource areas and areas with high levels of people -based and place-based opportunities in the City in order to highlight opportunities for new development to affirmatively further fair housing. I n addition, the City will proactively provide developers the list of housing sites identified in Appendix A, which identifies those sites which are located in a 2021 California Tax Credit Allocation Committee (TCAC)/HCD moderate or high resource zone.
• Regulatory Concessions and Incentives: The City will continue to work with developers on a case-by-case basis to provide State-mandated regulatory concessions and incentives to assist with the development of affordable and senior housing. In a relatively small city like Lake Forest, this is the most effective method of assisting Item: 11
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developers, as each individual project can be analyzed to determine which concessions and incentives would be the most beneficial to the project’s feasibility. State-mandated regulatory concessions and incentives could include, but are not limited to, density bonuses, parking reductions, fee reductions or deferral, expedited permit processing, and modified or waived development standards. • Collaborate with Housing Developers to Accommodate Large Families: Developers of affordable and market rate housing can help address the special needs of the community’s large families by providing a mix of unit types and sizes, including units with more than three bedrooms. The City will advise developers regarding the presence of larger families in Lake Forest and encourage them to include units with more than three bedrooms, if feasible.
• Low-Income Housing Tax Credits (LIHTC): The City will assist developers in gaining funding for the development of affordable housing through the LIHTC program. Investors receive a credit against federal tax owed in return for providing funds to developers to build or renovate housing for low-income households. In turn, the capital subsidy allows rents to be set at below market rates.

Responsible Agencies: Community Development Department; Funding Sources: General Fund
2021-2029 Objectives:

Monitor the City’s existing affordable housing stock and support affordable housing developers in their efforts to develop new affordable units in Lake Forest. Proactively encourage developers who are interested in developing in the City to consider sites in areas of high TCAC opportunity with the goal of developing 565 new units in areas of high TCAC opportunity (35% of the City’s quantified objective for new development).

Timeframe: Annual outreach to the development community . Provide ongoing assistance to interested affordable housing developers.

Fair Housing Issues
Addressed:

Outreach; Fair Housing Enforcement and Outreach Capacity; Segregation and Integration; Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Lack of Private Fair Housing Outreach and Enforcement; Lack of Local or Regional Cooperation; Lack of Private Investment in Specific Neighborhoods; Location of Accessible Housing; Availability of Affordable Units in a Range of Sizes; Quality of Affordable Housing Information Programs

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REMOVAL OF CONSTRAINTS
State law requires the Housing Element to address, and where appropriate and legally possible, remove constraints affecting the maintenance, improvement, and development of housing. The following programs are designed to lessen governmental and nongovernmental constraints on housing development during the planning period.

Program 6: Monitor and Implement Changes in Federal and State Housing, Planning, and Zoning Laws Although the 2021-2029 Housing Element update did not identify any significant governmental constraints to the development or maintenance of housing in Lake Forest, the City will continue to monitor its development process and zoning regulations to identify and remove constraints to the development of housing and affirmatively further fair housing goals. The City will also continue to monitor federal and State legislation that could impact housing and comment on, support, or oppose proposed changes or additions to existing legislation, as well as support new legislation when appropriate. The City will also endeavor to minimize governmental constraints to the development, improvement, and maintenance of housing.

As part of this program, the City commits to implementing current federal and State housing, planning and zoning laws. This includes complying with new transparency requirements for posting all zoning, development standards and fees on the City’s website. While the City currently posts all zoning, development standards, and fees in various locations on the City’s website, the City will consolidate this information into the City’s Planning Division webpage to further support transparency and public access to information in compliance with new transparency laws.

Responsible Agencies: Community Development Department; City Manager’s Department Funding Sources: General Fund
2021-2029 Objectives: Comply with new transparency requirements for posting zoning, development standards, and fees on the City’s website. Stay updated on changes in federal and state housing, planning, and zoning laws and participate in providing review and comments as appropriate.

Timeframe: Update the City’s website with consolidated zoning, development standards, and fee information by October 15, 2022. Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Fair Housing Enforcement and Outreach Capacity; Site Inventory Contributing Factors
Addressed:

Land Use and Zoning Laws; Lack of State or Local Fair Housing Laws ; Regulatory Barriers to Providing Housing and Supportive S ervices for Persons with Disabilities

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Program 7: Zoning Code Amendments – Housing Constraints The City shall update the Zoning Code to remove constraints to housing development and ensure the City’s standards and permitting requirements are consistent with State law. The update shall address the following:

A. Mixed-Use Standards. The Zoning Code shall be updated to address standards related to mixed- use development at densities and intensities consistent with the Mixed-Use land use designations adopted as part of the City’s comprehensive General Plan Update approved in 2020. This process is anticipated to be completed by the end of 2022. See Program 1 (Shortfall Program) for more information.

B. Low Barrier Navigation Centers: The Zoning Code shall be updated to define and permit low -barrier navigation centers consistent with the requirements of Government Code Sections 65660 through 65668, including treating low- barrier navigation centers as a by -right use in areas zoned for mixed use and in nonresidential zones permitting multi-family uses (if applicable).

C. Transitional and S upportive Housing: The Zoning Code shall be revised as necessary to ensure that transitional and supportive housing are allowed in residential and mixed -use zones in accordance with Government Code Section 65583(c)(3), and to allow eligible supportive housing in zones where multi-family and mixed uses are permitted in accordance with Government Code Sections 65650 through 65656.

D. Employee Housing and Agricultural Worker Housing: The Zoning Code will be updated to comply with Health and Safety Code Sections 17021.5, .6, .8. Specifically, the City will only refer to it as employee housing and not make a distinction between agricultural versus employee housing types.

E. Streamlined and Ministerial Review for Eligible Affordable Housing Projects: The Zoning Code will be updated to ensure that eligible multi -family projects with an affordable housing component are provided streamlined review and are subject only to objective design standards consistent with relevant provisions of SB 35 and SB 330, as provided for by applicable sections of the Government Code, including but not limited to Sections 65905.5, 65913.4, 65940, 6594 1.1, 65950, and 66300. State law defines objective design standards as those that “involve no personal or subjective judgement by a public official and are uniformly verifiable by reference to an external and uniform benchmark or criterion available and kn owable by both the development applicant and public official prior to submittal.” F. Emergency Shelter Parking: The Zoning Code will be updated to require sufficient parking to accommodate all staff working in an emergency shelter, provided that the standards will not require more parking for emergency shelters than other residential or commercial uses within the same zone, in compliance with AB 139.

G. Residential Care Facilities. Amend the Zoning Code and permit procedures to allow group homes of seven or more persons in all residential zone districts with objective standards to promote approval certainty similar to other residential uses of the same form and consistent with State law and fair housing requirements.

H. Reasonable Accommodation. The Municipal Code will be amended to ensure that the C ity’s reasonable- accommodation procedures and findings comply with State and federal fair-housing and disability laws and Item: 11
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do not pose an illegal constraint on housing for persons with disabilities. The amendments will change the City’s “grounds for accommodation” findings to focus on the statutory criteria. Additionally, the City will make express the City’s existing practice of allowing persons to make a request for accommodations orally (not only in writing) an d of making staff available to assist in preparing necessary written documentation to facilitate a request. Finally, the City will relocate the reasonable- accommodation section of the Municipal Code out of Title 9, Planning and Zoning, to a more generally applicable location in the Code to make clear that the process applies to governmental programs besides just planning and zoning requirements.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Ensure that the City’s Zoning Code is consistent with State law and update the Zoning Code as needed to comply with future changes.

Timeframe: Zoning Code Amendments adopted by June 2023.

Fair Housing Issues
Addressed:

Segregation and Integration; Disparities in Access to Opportunity Contributing Factors
Addressed:

Lack of Affordable In-Home or Community-Based Supportive Services; Lack of Assistance for Transitioning from Institutional Settings to Integrated Housing; Land Use and Zoning Laws; Occupancy Codes and Restrictions

Program 8: Accessory Dwelling Units
Accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) help meet the City’s housing needs for all income levels and also provide a housing resource for seniors, students, and low- and moderate-income households throughout the entire Lake Forest community, not just in any single geographic area. The City will continue to apply Zoning Code regulations that allow ADUs and JADUs (also known as second units or granny flats) by right in all residential zones, in accordance with State law. The City of Lake Forest will amend the ordinance as necessary to comply with current State Law. Based on future changes to State law, the City will continue to amend the ordinance as necessary and work with HCD to ensure continued compliance with State Law. The City will also continue to monitor trends regarding ADU production to ensure that the Housing Element goals can be met.

While the City will continue to promote the opportunity for residents to develop ADUs throughout Lake Forest consistent with Section 9.146.050 of the Lake Forest Municipal Code, the City is focused on promoting the development of ADUs that are affordable to lower income and moderate income households, and the development of ADUs in areas of opportunity as described in the Affirmatively Furthering Fair Housing section of the Housing Element Background Report. To the extent feasible, t he City will survey ADU owners/builders to determine if they will be affordable to lower- or moderate-income households. The City will ask ADU permit applicants to voluntarily Item: 11
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share the unit’s intended rental rate (if applicable) to track the supply of affordable ADUs in the City. As part of the City’s Housing Element Annual Progress Report preparation, the City will monitor ADU production and affordability against those projections identified in the Housing Element; if production is not keeping pace with projections so much that a shortfall of sites to accommodate the City’s RHNA will occur, the City will, within 6 months, id entify alternatives sites to maintain adequate capacity to accommodate the City’s remaining RHNA at all income levels.

Additionally, by the end of 2023, the City will identify and evaluate potential incentives (if any) to encourage production of affordable ADUs, particularly in high resource areas (as described in the Affirmatively Furthering Fair Housing section of the Housing Element Background Report), and present potential strategies to implement those incentives to the Planning Commission and/or City Council during the planning period . The City is considering the following incentives to facilitate production of ADUs:
• streamline the ADU permitting process
• provide clear step- by-step guide(s) to build an ADU (we have already created/provide a guide to the regulations; also make HCD’s guide available)
• provide staff support in the form of no cost consultation meetings (e.g., free one-hour meeting with Planning staff to review Code, guides; Q&A)
• make available ADU cost estimate calculator (in partnership with OCCOG’s grant-funded effort) • make available ADU standard plans (in partnership with OCCOG’s grant-funded effort) • make available a list of contractors specializing in ADU construction (OCCOG may be working on such a list)
• promote any incentive programs offered by federal, state, county agencies The City will p repare new ADU factsheets (in English and Spanish) and provide hard copies at City Hall and community facilities and share electronic versions on City social media accounts by June of 2022. Upon request, the City will provide homeowner associations (HOAs) and other civic organizations with guidance to assist with the development of ADUs and work proactively to educate the community regarding the role ADUs play in providing affordable housing options and affirmatively furthering fair housing. The City has set a target of briefing at least one HOA or civic organization on the City’s ADU ordinance per year, with at least four briefings (every other year) to HOAs or neighborhood organizations in high or highest TCAC resource areas.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Maintain an ADU Ordinance consistent with State Law. Support the development of accessory dwelling units in neighborhoods throughout the City.

Timeframe: Update the City’s current ADU ordinance by June 30, 2023 to comply with current State Law. Survey ADU owners/builders to determine affordability and Item: 11
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update ADU application to inquire about affordability level: 2021-2022; identify and evaluate potential incentives to encourage production of affordable ADUs:
2022-2023; and present findings to the City’s Planning Commission and/or City Council: 2023; implementation and annual reporting throughout the RHNA period through the Housing Element Annual Progress Report : continuous.

Prepare and distribute bilingual ADU factsheet by April of 2023. Invite all HOAs and relevant civic organization to meet annually to discuss the City’s ADU ordinance, and conduct at least four proactive meetings with an HOA or neighborhood organization in a high or highest TCAC resource area. Encourage a 50% increase over the average annual production of ADUs from 2018-2020 (from 4 to 6 ADUs per year), with at least half being affordable to lower income households and half being located in areas of high or highest opportunity.

Fair Housing Issues
Addressed:

Segregation and Integration; R acially and Ethnically Concentrated Areas of Poverty/Affluence; Disparities in Access to Opportunity Contributing Factors
Addressed:

Availability of Affordable Units in a Range of Sizes; Displacement of Residents Due to Economic Pressures; Lack of Access to Opportunity Due to High Housing Costs; Location and Type of Affordable Housing

HOUSING AND SUPPORTIVE SERVICES FOR SPECIAL NEEDS POPULATIONS (GOAL 1) Where there is a need for affordable housing, often there is also a need for supportive services for lower income households, including the homeless, extremely low- income households, and persons with disabilities (including developmental disabilities). The City assists service providers, with the allocation of CDBG funds, in meeting the immediate needs of persons with special needs, including the homeless, near-homeless, and extremely low-income households. Immediate need includes the provision of food, temporary shelter, health care, and other social services.

The following programs are intend to address the overall need for housing and supportive services for special needs populations in Lake Forest.

Program 9: Sites for Homeless Shelters/Homeless Prevention and Assistance Services Homelessness is a chronic problem throughout Southern California. While the majority of the County’s homeless are in the older, more urbanized jurisdictions and in the beach communities, t he 2019 Orange County Point-In-Time Report data indicates approximately 112 homeless persons within the City on any given night (for more information, see the Housing Element Background Report). In addition, the City has numerous households that may be considered at-risk of becoming homeless by virtue of their limited incomes. It is important for the City to provide and maintain the appropriate zoning to accommodate the provision of facilities that serve the homeless population, most of whom are extremely-low-income, in accordance with State law.

The City allocates CDBG funding to assist with homeless prevention and assistance services to organizations such Item: 11
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as Families Forward, South County Outreach, and Family Assistance Ministries. The City contracts with Mercy House to provide an outreach worker in Like Forest. The outreach worker helps the homeless get into shelters, secure transitional or permanent housing, obtain medical assistance, or be admitted into a recovery program. The City also has a full time Homeless Liaison Officer (”HLO”) who works with the City’s homeless outreach provider to establish trust and communication with the homeless in an effort to offer supportive services.

Responsible Agencies: Community Development Department, City Manager Funding Sources: CDBG, State HEAP funds
2021-2029 Objectives: Support non-profit organizations that shelter the homeless (subject to available funding and on a case-by-case basis).

Timeframe: Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR)
Fair Housing Issues
Addressed:

Fair Housing Enforcement and Outreach Capacity; Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risk Contributing Factors
Addressed:

Lack of Affordability , Integrated Housing for Individuals who need Supportive Services; Lack of Assistance for Transition from Institutional Settings to Integrated Housing; Lack of Effective Accommodations for Unhoused Persons with Disabilities
Program 10: Transitional/Supportive and Affordable Housing The City provided financial assistance to non-profit service agencies (Families Forward, South County Outreach) to purchase existing housing in the community for use as transitional /supportive and affordable housing. In addition, the City owns two condominium units which are leased to a non- profit agency (Families Forward) for transitional/supportive affordable housing (Madrid Condominiums). These facilities help to address the needs of very low- and extremely low-income persons. Specifically, the City provided CDBG funding to a non-profit organization (South County Outreach) to assist with the purchase and operation of eight condominium units for transitional/supportive and affordable housing. In addition, the Lake Forest Redevelopment Agency acquired a four- unit apartment, which was transferred to the Lake Forest Housing Authority, and subsequently sold to Families Forward (Saguaro Apartments). These units will continue to offer transitional/supportive and affordable housing to low-income residents through 2027–2031 (South County Outreach units), 2071 (Saguaro Apartments), and 2031 (expiration of Madrid Condominiums lease agreement with Families Forward ). The City-owned units would likely continue to serve as affordable housing indefinitely, after the expiration of the current lease agreement.

Through the City’s partnership with Families Forward and South County Outreach, supportive services are provided to residents that include weekly case management counseling, weekly budget and financial counseling, child care assistance to attend counseling, education supplies assistance, employment supplies and tools assistance, health care payment assistance, perman ent housing placement assistance, legal assistance (as available), life- skills training, weekly children’s program that addresses self -esteem, social skills, coping skills, values and beliefs, peer Item: 11
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pressure, anger management, self-care, and identifying social networks.

Responsible Agencies: City of Lake Forest, City of Lake Forest Housing Authority Funding Sources: CDBG
2021-2029 Objectives: Support non- profit organizations that provide affordable and transitional/supportive housing to individuals at risk for homelessness (subject to available funding and on a case-by-case basis)
Preserve 202 existing affordable units including transitional/supportive housing.

Timeframe: Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR)
Fair Housing Issues
Addressed:

Fair Housing Enforcement and Outreach Capacity; Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risk Contributing Factors
Addressed:

Lack of Affordance, Integrated Housing for Individuals who need Supportive Services; Lack of Assistance for Transition from Institutional Settings to Integrated Housing; Lack of Effective Accommodations for Unhoused Persons with Disabilities

Program 11: Coordination with Social Service Agencies
A variety of social services agencies provide housing and supportive services to special needs groups in Lake Forest. Several of these social service agencies receive CDBG funds from the City to help administer these programs. The City determines its CDBG allocations to social service agencies annually based upon funding availability, applications received, whether the agency provides a priority need in the City’s 5-year Consolidated Plan, past performance, if the agency meets Federal HUD regulations, and other criteria. In a typical program year, funding is allocated to nonprofits that serve the following needs of lower income individuals and households (i.e., those earning up to 80% AMI): food distribution, housing assistance, services and programs for the elderly and youth, services for the disabled (including developmentally disabled), primary health care services, and fair housing advocacy and counseling. Lower income households most likely to be assisted by nonprofits funded through the City’s CDBG allocation are generally concentrated in southwest Lake Forest. B y focusing on providing assistance to organizations that serve the residents of southwest Lake Forest, the City can support investment in new services and programs that address the needs of the City’s lower-income households and households in areas of moderate TCAC opportunity. As part of the CDBG allocation process, the City strives to allocate at least 75% of CDBG funds to programs that assist households in areas of moderate opportunity.

Similar to the Housing Element update, the Consolidated Plan involves comprehensive outreach, citizen participation workshops, and assessment of community needs to develop a road map for programs and activities to be pursued Item: 11
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in the ensuing five years. The variety of social service agencies that may be awarded CDBG pass-through funds are guided by priority needs articulated in the Consolidated Plan. All CDBG -contracted and funded programs (emergency housing/shelter, food distribution, primary health care services to the indigent or non -insured, senior case-management services, and home-delivered meals) addre ss and assist the needs of lower income persons and households of our community . Upon the City’s next upda te to its Consolidated Plan, the City will implement proactive outreach to neighborhoods of southwest Lake Forest, building off the engagement efforts established as part of the Southwest Lake Forest Neighborhood Action Plan. This will include geotargeted social media outreach (such as through NextDoor) and in-person outreach in the neighborhood.

Responsible Agencies: City of Lake Forest
Funding Sources: CDBG
2021-2029 Objectives: Continue to evaluate requests on an annual basis for allocation of CDBG Funds to social service agencies to benefit Lake Forest residents and consider the geographic target for programs, with a special focus on promoting programs that address the needs of households in moderate TCAC opportunity areas Strive to allocate at least 75% of CDBG funds to programs that assist households in areas of moderate opportunity
Timeframe: Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR)
Fair Housing Issues
Addressed:

Outreach; Fair Housing Enforcement and Outreach Capacity; Disparitie s in Access to Opportunity for Persons with Disabilities
Contributing Factors
Addressed:

Lack of a Variety of Media; Lack of Resources for Fair Housing Agencies and Organizations

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Program 12: California Accessibility Standards Compliance Program The City will continue to ensure that all construction projects requiring building permits comply with applicable State of California accessibility standards. The City will provide technical assis tance as part of the building permit review process to assist property owners and contractors in understanding this law and related requirements applied to new development and/or retrofit or rehabilitation projects for public, residential, and commercial structures. The City will also provide a link on the City website to the Division of the State Architect’s web page that provides various access compliance reference materials, including an advisory manual and answers to frequently asked questions.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Assure housing units accommodate residents with disabilities.

Timeframe: Ongoing implementation, updates to the City’s website by February 15, 2022 Fair Housing Issues
Addressed:

Disparities in Access to Opportunity for Persons with Disabilities Contributing Factors
Addressed:

Inaccessible Government Facilities or Services; Lack of Assistance for Housing Accessibility Modifications

Program 13: Density Bonus Implementation Program
The City will provide for density bonuses consistent with State law, including density bonuses and incentives for projects that contain 100% very low- and low-income units. The City will annually monitor State law updates which impact density bonuses and will update local plans and programs as necessary. At least annually, the City will proactively reach out to developers in the region to encourage use of the City’s density bonus ordinance.

Responsible Agencies: Community Development Department
Funding Sources: General Fund and planning grants
2021-2029 Objectives: Annual outreach to developers in the region to continue to encourage density bonus opportunities which increase the total allowable density for senior and affordable housing projects; as part of this outreach, the City will specifically identify development opportunities in high and highest TCAC resource areas and encourage the utilization of density bonus provisions at these locations.

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and update the City’s Development Code as needed.

Goal to approve at least two density bonus projects over the course of the planning period.

Timeframe: Annual monitoring of relevant legislation; annual proactive outreach to the development community; ongoing implementation
Fair Housing Issues
Addressed:

Segregation and Integration; Racially and Ethnically Concentrated Areas of Poverty/Affluence; Disparities in Access to Opportunity Disproportionate Housing Needs, Including Displacement Risks; Site Inventory Contributing Factors
Addressed:

Lack of Community Revitalization Strategies; Lack of Private Investments in Specific Neighborhoods; Location and Type of Affordable Housing; Availability of Units in a Range of Sizes

CONSERVE THE EXISTING SUPPLY OF AFFORDABLE HOUSING (GOAL 2) Market rents in Lake Forest are at a level which significantly limits the supply of housing affordable to very low-income households. Rental subsidies are necessary to prevent many of the City's very low-income residents from spending upwards of 30% of their incomes on housing costs, and over -extending themselves financially. In addition to rent subsidies, actions to preserve the low-income housing projects in Lake Forest at-risk of converting to market rate will be necessary to maintain their affordability and not reduce affordable housing units available in the community.

Program 14: Rental Assistance
The Federal Housing Choice Voucher rental assistance program offers rental subsidies to extremely low - and very low-income families (i.e., those earning up t o 50% AMI) and elderly who spend more than 30% of their income on rent. The subsidy represents the difference between the excess of 30% of their monthly income and the actual rent.

Rent subsidies can be used to pay for mobile home park space rents.

The City will work with the Orange County Housing Authority to promote the program in a bilingual way to all residents while placing an emphasis on the City’s special needs populations, including persons with disabilities, female - headed households, seniors, and large families with the goal of assisting an average of approximately 190 extremely low- and very low-income households annually during the planning period. Through other programs included in the Housing Plan, the City will educate the community on the importance of integrating affordable housing throughout all geographic areas of the City to help create balanced and integrated neighborhoods.

Responsible Agencies: Orange County Housing Authority
Funding Sources: U.S. Department of Housing and Urban Development (HUD) Housing Choice Vouchers
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2021-2029 Objectives: The City will continue to contract the Orange County Housing Authority to administer the Section 8 Rental Assistance Program and provide rental assistance to at least 190 very low-income Lake Forest households.

City will support the Orange County Housing Authority’s applications for additional Section 8 allocation.

The City will promote the Section 8 program to second unit owners by publicizing this program and making the information known to City and County agencies and to housing nonprofits; information will be available in English and Spanish and shared via social media and in hard copy at community gathering spots, such as the library, City Hall, and other civic spaces.

The City will educate at least one multifamily apartment manager annually about the Section 8 program; education will be targeted to areas with higher levels of overpayment or TCAC areas of high or higher opportunity.

Timeframe: Ongoing implementation and annual monitoring throughout the planning period.

Fair Housing Issues
Addressed:

Outreach; Disproportionate Housing Needs, Including Displacement Risks Contributing Factors
Addressed:

Lack of Variety of Media; Lack of Language Access; Lack of Accessible Forums; Displacement of Residents due to Economic Pressures; Private Discrimination

Program 15: Conservation of Existing Affordable Units
In order to meet the housing needs of all economic groups in Lake Forest, the City must develop programs to minimize the loss of housing units available to lower -income households. As of June 2021, the City’s affordable housing inventory consisted of 202 units, of which 11 were at risk of converting to market rate rents during the next 10 years.

The City will work with property owners, interest groups and the State and federal governments to conserve the City’s affordable housing stock through implementation of the following programs:
• Monitor Units at Risk: Maintain contact with providers and owners to monitor the status of existing and future affordable units.
• Work with Owners: Provide technical assistance to owners of properties with at-risk units by identifying funding sources and supporting grant or tax credit applications for the extension of affordability covenants.

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• Work with Potential Purchasers: Where feasible, provide technical assistance to public and non-profit agencies interested in purchasing and/or managing properties that include units at risk. • Tenant Education: The California Legislature extended the noticing requirement of at -risk units opting out of low-income use restrictions to one year. Should a property owner pursue conversion of the units to m arket rate, the City will strive to ensure that tenants are properly noticed and informed of their rights and that they are eligible to receive Housing Choice vouchers that would enable them to stay in their units, should they receive one.
• Preservation: Coordinate with qualified entities to preserve and maintain affordability of units at-risk of converting to market rate uses.
• Noticing Requirements: Comply with noticing requirements within three years, twelve months, and six months of the affordability expiration date.

Responsible Agencies: City of Lake Forest Housing Authority; Orange County Housing Authority Funding Sources: U.S. Department of Housing and Urban Development Section 8 Allocation; Other funding sources as available
2021-2029 Objectives:

Work with property owners, interest groups and the State and federal governments to conserve the City’s affordable housing stock.

Timeframe: Ongoing implementation and annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR) .

Within 60 days of notice of intent to convert at -risk units to market rate rents, the City will work with potential purchasers using HCD’s current list of Qualified Entities (http://www.hcd.ca.gov/hpd/hrc/tech/presrv/
), and educate tenants of
their rights, in collaboration with property owners.

Fair Housing Issues
Addressed:

Outreach; Disproportionate Housing Needs, Including Displacement Risks; Site Inventory
Contributing Factors
Addressed:

Lack of Local Public Fair Housing Enforcement; Lack of Tenant Protections ; Location and Type of Affordable Housing; Displacement of Residents Due to Economic Pressures

REHABILITATE THE CITY’S EXISTING SINGLE-FAMILY AND MULTI-FAMILY HOUSING STOCK (GOAL 2) The majority of the City's housing stock is in good condition; however, it is important for the City to provide programs that ensure the continued maintenance of its housing stock. The City utilizes CDBG funds to operate a single-family housing (attached and detached and mobile homes) rehabilitation loan program for low - to moderate income households, and promotes improvements through its code enforcement and targeted Neighborhood Preservation Item: 11
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programs Citywide.

Program 16: Housing Rehabilitation Loan Program
Subject to the availa bility of funding and annual City Council approval , t he City provides housing rehabilitation assistance to low - to moderate- income homeowners through a loan program for owner -occupied single-family detached and attached homes and mobile home units, which is funded through the City’s CDBG program. A zero- interest deferred payment loan of up to $30,000 is available t o conventional single-family residence households earning up to 80% AMI. A 3% interest loan amortized for a 15- year period is available to those who wish to pay off their loan sooner. Loans of up to $15,000 are available to owners of mobile homes. Eligible repairs include roofing, windows, exterior and interior painting, plumbing, electrical, energy/weatherization, garage doors, and other common home repairs, as well as accessibility improvements.

The City promotes its owner -occupied Housing Rehabilitation Loan Program on a year -round basis on its website and in the Leaflet, the City’s quarterly newsletter. The loan program is only available for owner-occupied single-family homes, both attached and detached , and mobile homes. The City will target focused outreach to the Southwest Lake Forest area through geotargeted messaging, conducting a door-to-door survey with bilingual staff, and holding a local community “pop up” outreach event.

Responsible Agencies: Community Development Department
Funding Sources: CDBG
2021-2029 Objectives: Assist 10 lower -income homeowners annually through the Housing Rehabilitation Loan Program with at least half located in areas of moderate TCAC opportunity (i.e., the Southwest Lake Forest neighborhood).

Timeframe: Annual allocation of CDBG funds through the CDBG Action Plan process, and annual monitoring and reporting through the City’s (HUD required) Consolidated Annual Performance Evaluation Report ( CAPER) process throughout the planning period.

Fair Housing Issues
Addressed:

Segregation and Integration; Racially and Ethnically Concentrated Areas of Poverty; Disparities and Access to Opportunity ; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Lack of Public Investment in Specific Neighborhoods; Lack of Community Revitalization Strategies; Deteriorated and Abandoned Properties Program 17: Code Enforcement and Neighborhood Preservation The Code Enforcement and Neighborhood Preservation program implements a comprehensive approach to neighborhood improvement. Community Development Department inspectors respond to complaints related to Item: 11
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substandard housing, property maintenance, overgrown vegetation, trash and debris, illegal conversions, improper occupancy and other nuisance and zoning complaints. For over two decades, the City has allocated CDBG funds annually to the Neighborhood Pride Paint Program . As funding permits, the City will continue sponsoring similar neighborhood preservation and revitalization events during the planning period. Code enforcement staff will also continue to inform eligible owners about the City’s housing rehabilitation loan and paint programs with a special focus on advertising the availability of these programs via social media and hard copy advertisements to areas of moderate TCAC opportunity and areas with higher proportions of special needs households, including lower -income households.

Responsible Agencies: Community Development Department
Funding Sources: CDBG and General Fund
2021-2029 Objectives: Continue to seek voluntary compliance for code- related issues and violations.

Enforce the California Building Code and target education regarding the City’s housing rehabilitation loan and paint programs to areas of the community with higher proportions of low- and moderate-income households which may often have code violations.

Review code enforcement trends on a quarterly basis to identify any geographic areas of the community that warrant special support and focus future code compliance education in those areas as needed.

Strive to increase the number of proactive code enforcement educational interactions by 5% over the course of the planning period.

Timeframe: Ongoing implementation and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Segregation and Integration; Racially and Ethnically Concentrated Areas of Poverty; Disparities and Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Lack of Public Investment in Specific Neighborhoods; Lack of Community Revitalization Strategies; Deteriorated and Abandoned Properties

Program 18: Energy Conservation and Energy Efficiency Opportunities The City will continue to implement energy -efficient standards for new construction and rehabilitation projects, including the California Green Building Standards Code. Information regarding the City’s energy-efficiency standards and available programs to assist homeowners and property owners, including those identified in the Housing Element Background Report, will be made available on the City’s website and at the permit counter in English and Spanish.

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In addition to promoting the programs Citywide, the City will target special advertisements and education to the City’s lower-income census tracts to explain available programs and potential long- term utility cost savings. The City will review the General Plan to determine if updates are needed to support and encourage energy efficiency in existing and new housing, especially in areas of the City with lower CalEnviroScreen scores which may suffer from elevated levels of environmental burdens. If updates are necessary, amend the General Plan to support this program.

Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Improve energy-efficiency in new and existing development and promote available programs and benefits to all City residents, especially lower-income residents.

Timeframe: Ongoing implementation; review the General Plan to determine if updates are appropriate no later than December 1, 2022 and complete updates, if needed, no later than December 1, 2023.

Fair Housing Issues
Addressed:

Outreach
Contributing Factors
Addressed:

Lack of Variety of Media; Lack of Language Access
Program 19: Lead Based Paint Education and Reduction Program Lead based paint was used commonly in the United States in homes built prior to 1978. When properly maintained and managed, this paint poses little risk. However, due to exposure to lead-based paint hazards, people of all ages (and especially children), can have blood -lead levels above safe limits. Lead poisoning can cause permanent damage to the brain and many other organs and causes reduced intelligence and behavioral problems. To protect families from exposure to lead from paint, dust, and soil, Congress passed the Residential Lead Based Paint Hazard Reduction Act of 1992, also known as Title X. Section 1018 of this law directed HUD and EPA to require the disclosure of known information on lead-based paint and lead-based paint hazards before the sale or lease of most housing built before 1978.

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While the majority of Lake Forest’s housing stock was built after 1978, exposure to lead -based paint hazards continues to impact the community. Occupants of the City’s older homes tend to be some of the City’s more vulnerable special needs populations, including seniors and lower-income households.

The City is committed to helping minimize the risk of lead poisoning and will educate the community on issues regarding lead-based paint hazards and resources available to remove this hazard from their home. The City will identify neighborhoods with homes that were built before 1978 and target education directly to these homeowners via programs such as direct mailers or geographic-based social media posts. Issues related to lead based paint are most likely to be concentrated in the City’s older neighborhoods, specifically Southwest Lake Forest. Efforts to improve the quality of life and living conditions for Southwest Lake Forest residents are described in detail as part of Program 24, Neighborhood Improvement Task Force. Information will be provided in English and Spanish.

Responsible Agencies: Community Development Department
Funding Sources: Grant Funding
2021-2029 Objectives: Educate the community on issues regarding lead-based paint hazards.

Share two bilingual geotargeted social media post s annually to census tracts/neighborhoods with homes built before 1978 with education and resource information.

Include a discussion of the issue and resource information in the City News section of the Leaflet and Recreation Guide (once annually), which is distributed to all Lake Forest residents.

Timeframe: Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Outreach
Contributing Factors
Addressed:

Lack of Variety of Media; Lack of Language Access

PROVIDE HOUSING OPPORTUNITIES FOR FIRST-TIME HOMEBUYERS (GOAL 3) Home ownership in Orange County is increasingly unaffordable to lower - and moderate-income residents. Due to the high cost of housing in Lake Forest, first -time home buyer programs are cost -prohibitive for the City without a County or other complementary program.

Program 20: Homebuyer Assistance Programs
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The City has identified a goal of assisting five households to achieve home ownership annually during the planning period. The Mortgage Credit Certificate (MCC) Program, administered by the County of Orange, enables lower- and moderate-income first-time homebuyers to receive a federal income tax credit of up to 15% of the annual mortgage interest paid. The MCC reduces federal income tax, increases take- home pay, and increases the qualifying loan amount for homebuyers. Program assistance is available only to income-eligible persons and families who have not owned a home in the last three years. The property must be a single- family detached home, condominium, or townhouse. Although the program currently applies only to census tracts outside of Lake Forest, the City will continue to monitor the program for any future applicability to Lake Forest households and notify eligible applicants, as feasible.

The Southern California Housing Finance Agency (SCHFA) raises funds for mortgage financing through the sale of tax-exempt revenue bonds. The City cooperates with lenders and the County in advertising the availability of the SCHFA program, including advertisements on the City’s website.

Responsible Agencies: County of Orange
Funding Sources: Federal tax credits; mortgage revenue bonds 2021-2029 Objectives: Continue to promote the homebuyer assistance programs with a special focus on educating residents in areas of the City with higher proportions of renters and lower-income residents through social media posts and posting hard copy flyers at civic facilities; assist five households annually (as funding is available).

Timeframe: Ongoing implementation and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Disparities in Access to Opportunity; Disproportionate Housing Needs, Including Displacement Risks
Contributing Factors
Addressed:

Access to Financial Services; Displacement of Residents Due to Economic Pressures; Lending Discrimination

EQUAL HOUSING OPPORTUNITY (GOAL 4)
Program 21: Fair Housing Services
Lake Forest currently contracts with the Fair Housing Council of Orange County (FHCOC) for the provision of fair housing services, and the City will continue to contract with a fair housing service provider to provide fair housing services for the duration of the planning period. Services offered include bilingual fair housing enforcement and education, landlord/tenant counseling, mediation and homebuyer HUD counseling which includes first -time homebuyer education and mortgage default counseling.

The City monitors and attempts to minimize discriminatory housing practices with the assistance of the FHCOC.

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Funding to FHCOC is provided annually from the City’s CDBG funding allocation. Fair Housing actively counsels residents on landlord/tenant issues to help minimize discriminatory housing acquisition policies and practices. In addition to providing educational workshops to our residents, the organization advocates fair housing rights on behalf of residents. The City will continue to maintain the link on the City’s website providing information about fair housing services. The City will also work with its fair housing service provider to identify any specific geographic areas in the City which have higher levels of discrimination claims and will target outreach and education to these areas.

To help address fair housing issues at local and regional levels, the City will continue efforts to mitigate impediments identified in the Regional Analysis of Impediments to Fair Housing Choice.

Responsible Agencies: City of Lake Forest; fair housing service provider Funding Sources: CDBG
2021-2029 Objectives: Support fair housing service providers and efforts to minimize discriminatory housing practices.

Timeframe: Annual allocation of funds to fair housing service provider. Annual monitoring and reporting throughout the planning period through the Housing Element Annual Progress Report (APR) and CDBG CAPER.

Fair Housing Issues
Addressed:

Outreach; Fair Housing Enforcement and Outreach Capacity Contributing Factors
Addressed:

Lack of Language Access; Lack of Accessible Forums; Lack of Resources for Fair Housing Agencies and Organizations

Program 22: Affirmatively Furthering Fair Housing Program Facilitate equal and fair housing opportunities by implementing actions to affirmatively further fair housing and opportunities for all persons regardless of race, religion, sex, age, marital or familial status, ancestry, national origin, color, disability, or other protected characteristics through provision of information, coordination, and education on fair housing law and practices to residents, landlords, and housing developers. This program addresses the fair housing issues of education and outreach, integration/segregation, and access to opportunity.

The biggest fair housing issues facing Lake Forest are: displacement of residents due to economic pressures; lack of opportunity due to high housing costs; land use and zoning laws; of public investment in specific neighborhoods, including services or amenities; and location and type of affordable housing; private discrimination. The new Affirmatively Furthering Fair Housing (AFFH) component of the Housing Element connects these fair housing issues with programs in the Housing Element, as well as additional meaningful actions that the City will undertake to help address them. Table HP-2 on the following pages presents a summary of the issues, contributing factors, and the Item: 11
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City’s planned actions to address these issues.

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Table 1: Fair Housing Issues, Factors, Actions, and Outcomes Fair Housing Issue Contributing Factor Priority
Level
Actions and Outcomes
Disparities in Access
to Opportunity

(New Opportunities)
• Lack of opportunity due to high housing
costs
• Land use and zoning laws
• Lack of public investment in specific
neighborhoods, including services or
amenities
• Community opposition
• Lack of local or regional cooperation
High
City Actions
• Implement Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program), to rezone sites to accommodate new residential and mixed -use development at densities consistent with the City’s General Plan (adopted in 2020) to meet the City’s RHNA
at all income levels and ensure that the
distribution of sites throughout the community is consistent with the City’s duty to affirmatively further fair housing
• Implement Program 2: Monitor Residential Capacity (No Net Loss), to ensure that replacement sites identified to continue to accommodate the City’s remaining RHNA throughout the planning period are consistent with the City’s duty to affirmatively further fair housing • On an ongoing basis, actively recruit residents from neighborhoods of concentrated poverty to serve or participate on boards, committees, and other local government bodies as positions are made available due to the regular appointment process or vacancies Action Outcomes:
• Through the above steps, the City’s goal will be to promote the development of 1,648 new units (including 303 lower income units and 167 moderate income units, consistent with the City’s Quantified Objectives for 2021-2029, as shown in Table 2 of the Housing Plan) with 75% of the new units located in areas of moderate or high Item: 11
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opportunity; rezone 158 acres to allow for the development of up to 2,965 multifamily units (as described in Appendix A, Table B) , with 75% of the units located in areas of moderate or high opportunity as shown on Figure 21: TCAC/HCD Opportunity Area Map ; and increase the number of applications from residents living in low or moderate resource areas for open Board and Commission positions by 20%
Disproportionate
Housing Needs,
including
Displacement Risks

(New Opportunities)
• Availability of affordable units in a range of
sizes
• Displacement of residents due to
economic pressures
• Lack of access to opportunity due to high
housing costs
• Land use and zoning laws
• Lack of public investment in specific
neighborhoods, including services or
amenities High
• Implement Program 4: Replacement of Affordable Units, to ensure that affordable units that are removed from the City’s housing stock are replaced in accordance with State law
• Implement Program 5: Facilitate Affordable and Special Needs Housing Construction , to encourage the development of housing units to serve the needs of larger households, including large extremely low income households
• Implement Program 23: Economic Displacement Risk Analysis, to proactively identify potential issues related to economic displacement as a result of new development

Action Outcomes:
• Through the above steps, the City’s goal will be to maintain at least 202 affordable housing units in the City; increase the proportion of new multifamily units that are 3 or more bedrooms by 10%; promote the develop of 70 new extremely low income housing units (consistent with the City’s Quantified Objectives for 2021- 2029, as shown in Table 2 of the Housing Plan) ; and committed $70,500 to Item: 11
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implement programs and improvements serving the Southwest Lake Forest neighborhood with a focus on programs and improvements that protect existing residents from displacement
Segregation and
Integration

(Place-based
Strategies,
Displacement)
• Community opposition
• Displacement of residents due to
economic pressures
• Lack of local or regional cooperation
• Land use and zoning laws
• Location and type of affordable housing
• Private discrimination
• Lack of public investment in specific
neighborhoods, including services or
amenities
Medium
City Actions:
• Coordinate with local organizations, through Community Action Agency, Continuum of Care, and Housing Authority efforts, to encourage, expand, and publicize fair housing requirements as part of programs that provide rental assistance to lower income households.
• On an ongoing basis, and at least annually, review land use and planning proposals, including development proposals, general plan amendments, master planning efforts for parks, recreation, infrastructure, and other facilities and amenities, to ensure that the City is replacing segregated living patterns with integrated and balanced living patterns, where applicable and feasible, and work to transform racially and ethnically concentrated areas of poverty into areas of opportunity without displacement.
• Implement Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program) , to allow for new development and investment in areas of lower household incomes (Southwest Lake Forest) and Affluence (Foothill Ranch)
• Implement Program 8: Accessory Dwelling Units, to actively educate homeowners associations in areas of affluence about the potential for development of ADU to meet the needs of lower income households

• Implement Program 16: Housing Rehabilitation Loan Program, to Item: 11
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support households in need of rehabilitation assistance, which are most likely to be located in areas of lower household income • Implement Program 24: Neighborhood Improvement Task Force, to study the needs of the City’s lower -income and racially-segregated neighborhoods and identify, fund, and implement improvements to address the needs identified
Action Outcomes:
• Through the above steps, the City’s goal will be to Increase the distribution of fair housing material by 15%; rezone 158 acres to accommodate the development of up to 2,965 new units (as described in Appendix A, Table B) with a focus to promote the development of units affordable to lower income households in areas of moderate or high opportunity; and encourage the development of 6 ADUs per year (a 50% increase over the average production of ADUs between 2018- 2020) with a goal of at least half being affordable to lower income households and half being located in TCAC areas of high or highest opportunity)
Disparities in Access
to Opportunity for
Persons with
Disabilities

(New Opportunities)
• Access to transportation for persons with
disabilities
• Lack of affordable in-home or
community-based supportive services
Medium
City Actions:
• Implement Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program), to rezone sites adjacent to transit corridors and activity centers to allow for higher density residential development, suitable for affordable and special needs housing, including new opportunities for persons with disabilities • Implement Program 5: Facilitate Affordable and Special Needs Housing Construction, whereby the City will proactively reach out to Item: 11
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developers of housing for special needs populations to share details about special needs groups in Lake Forest and promote the development of housing for special needs groups in areas of moderate and high levels of opportunity
• Implement Program 6: Monitor and Implement Changes in Federal and State Housing, Planning, and Zoning Laws to proactively identify changes in Federal and/or State regulations required to be implemented at the local level in order to improve access to opportunity for persons with disabilities
Action Outcomes:

Through the above steps, the City’s goal will be to rezone 158 acres to accommodate the development of up to 2,965 new units (as described in Appendix A, Table B) with a focus to promote the development of units affordable to lower income households in areas of moderate or high opportunity; Increase the number of local persons with dis abilities taking transit by 10% by encouraging the development of new housing for persons with disabilities to be located close to transit routes; increase the proportion of new multifamily units that are 3 or more bedrooms by 10%; and resolve 100% of reasonable accommodation requests consistent with the requirements of State law
Fair Housing
Enforcement and
Outreach

(Housing Mobility,
• Lack of resources for fair housing
agencies and organizations
• Lack of local private fair housing outreach
and enforcement
Medium
City Actions:
• City staff will serve as liaison between the public and appropriate agencies in matters concerning housing discrimination within the City.

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Displacement) services provider.
• Provide annual public service announcements, through coordination with HCD, via various media (e.g., newspaper ads, public service announcements at local radio and television channels, the City’s website, or the City’s social media accounts).
• Provide fair housing literature to schools, libraries, and post offices.

This information is available via the City’s fair housing service provider and will be reviewed annually to ensure that the posters and literature being provided are up-to-date.
• Provide public information and brochures regarding fair housing/equal housing opportunity requirements including how to file a complaint and access the investigation and enforcement activities of the State Fair Employment and Housi ng Commission. This information will be made available on the City’s website and at City Hall. This information will be reviewed annually to ensure that any materials, links, and information provided are current. • Provide annual training of City staff, incl uding through coordination with local advocacy groups or fair housing services provider, on how to receive, log, refer, and follow -up on fair housing complaints. If resolution was not obtained for any complaints, refer complaint to HCD to ensure that affordable housing laws are actively enforced. • Provide a bi-biennial fair housing update to the City Council. • On an annual basis, p rovide education to the community on the importance of participating in the planning and decision- making process and completing Census questionnaires.

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Action Outcomes:
• Through the above steps, the City’s goal will be to refer three discrimination complaints to the City’s fair housing services provider annually; increase the number of places with fair housing service provider information by 20% by 2024; and educate three landlords annually

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Responsible Agencies: Community Development Department
Funding Sources: General Fund
2021-2029 Objectives: Facilitate equal and fair housing opportunities by implementing actions to affirmatively further fair housin g and opportunities for all persons regardless of race, religion, sex, age, marital or familial status, ancestry, national origin, color, disability, or other protected characteristics through provision of information, coordination, and education on fair housing law and practices to residents, landlords, and housing developers.

Timeframe: Ongoing outreach and coordination, beginning immediately; annual review of fair housing educational information to ensure that the most recent information provided by th e City’s fair housing service provider is being disseminated; annual presentations and media outreach.

Fair Housing Issues
Addressed:

Outreach; Fair Housing Enforcement and Outreach Capacity; Segregation and Integration; Racially and Ethnically Concentrated Areas of Poverty/Affluence; Disparities in Access to Opportunity; Disparities in Access to Opportunity for Persons with Disabilities; Dis proportionate Housing Needs, Including Displacement Risks; Site Inventory
Contributing Factors
Addressed:

All
Program 23: Economic Displacement Risk Analysis
Economic displacement can occur when new development, particularly residential development, changes the market conditions in an existing area so much that current residents can no longer afford to live there. The City of Lake Forest can reduce the impact of economic displacement when it occurs by preventing practices that increase or enable displacement. To determine if market -force economic displacement is occurring due to development of new housing, increased housing costs, or other factors, the City will conduct an analysis to determine if individuals and families may be displaced as a result of new residential development in the City’s mixed-use areas. The analysis will consider gentrification locally and will assess how new development and community investments may potentially influence displacement. If this study shows that displacement is expected as a result of new development in the City’s mixed-use areas, the City will develop an action program based on the identified causes of displacement, including specific actions to monitor and mitigate displacement. Annual review of the action program may result in modifications to further reduce displacement risk. Special attention will be paid to areas of the City identified as vulnerable to displacement.

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Responsible Agencies: Community Development Department
Funding Sources: Grant Funding; General Fund
2021-2029 Objectives: Conduct a Displacement Risk Analysis Study to identify the local conditions that lead to displacement and develop and implement an action program based on the results; the action program will include specific metrics relevant to the local community based on the results of the analysis.

Identify potential partners to participate in the study that specialize in eviction - related topics related to displacement. Annually monitor program effectiveness.

Timeframe: Conduct analysis by December 31, 2023 and begin to establish resulting programs (if any) by December 31, 2024. Ongoing implementation and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Disproportionate Housing Needs, Including Displacement Risks Contributing Factors
Addressed:

Displacement of residents due to economic pressures
Program 24: Neighborhood Improvement Task Force
The City of Lake Forest has created a new Neighborhood Improvement Task Force (NITF) to address neighborhood- specific issues in the community’s older residential neighborhoods . The NITF is an interdepartmental partnership composed of City representatives from the City Manager’s Office, Community Development Department, Economic Development Division , Public Works Department, Police Services Department, and Management Services Department led out of the City Manager’s Office. Programs recommended by the NITF will be a key tool the City will use to address fair housing issues and affirmatively further fair housing. For example, the City expects to host a workshop to attract developers and work with the Fair Housing representatives and residents of study areas to inform them of their rights under State law.

As analyzed in the Affirmatively Furthering Fair Housing section of the Housing Element Background Report, the City ha
s identified the area of Southwest Lake Forest as an area in need of focused attention and investment. These findings are consistent with the City’s ongoing work to improve existing neighborhoods in Lake Forest, to maintain the quality of the City’s existing housing stock, support current residents, and address several fair housing issues and contributing factors, including access to opportunity, displacement of residents due to economic pressures, and community opposition (see the discussion on Fair Housing Issues and Contributing Factors in Section 6 of the Background Report). Additionally, the City conducts a satisfaction survey every two years. In 2021, the residents in the southwest area (Area 2) of Lake Forest were less likely than their counterparts to rank their qua lity of life as Item: 11
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excellent, citing problems related to parking, traffic and noise, among other concerns such as property maintenance.

The subject area is generally bound ed by Muirlands Boulevard, El Toro Road, Cavanaugh Road, and Rockfield Boulevard and encompasses 169 single -family homes, 101 multi-family units and 175 businesses. A future affordable housing project, located at the corner of Raymond Way and Packer Place, will have 71 affordable housing units, including eight units that will be reserved for individuals and families who are experiencing or at -risk of homelessness. This project is currently under construction and is anticipated to be complete early 2024.

To assist the task force with the analysis of the subject neighborhood, Communications LAB was engaged in September 2021 to conduct community outreach with stakeholders, to all residents and businesses, and perform a focused assessment of the project area, and provide a final Southwest Lake Forest Neighborhood Improvement Needs Assessment (“Needs Assessment”). The outreach included English and Spanish online survey, door-to-door canvassing, and a community pop-event event located centrally in the project area. The Needs Assessment is the resulting study documenting quality of life issues impacting the subject neighborhood and providing key recommendations for NITF review and action.

The Needs Assessment for Southwest Lake Forest included conducting an initial communications assessment and audit of the City’s existing communications, community ascertainment studies, and translating the collected data into actionable public policy recommendations. The Needs Assessment documents quality of life issues impacting the neighborhood and provides key recommendations for the NITF’s review and action. At the conclusion of the evaluation team’s assessments, they identified specific issues and areas in need of improvement. These improvements included traffic, lighting, parking, noise, crime, issues related to homelessness, infrastructure repairs, property maintenance, disposal of bulky items, street sweeping, trash, beautification, and a need for parks within walking distance.

In late 2021, the City’s consultant for the Ne ighborhood Improvement Needs Assessment prepared a draft of recommended improvements and programs based on the list of concerns identified for the project area. In January of 2022, staff provided a presentation to the City Council as part of the City’s Strategic Plan update. This list will include the consultants recommendations and may identify specific programs from the recommended list to implement. While the exact recommendations are still under consideration, the City has committed $70,500 as part of the City’s two -year 2021-2023 Operating Budget to implement programs and improvements serving the Southwest Lake Forest neighborhood.

The City intends to continue the program by working with the community and the NITF to identify other target neighborhoods which could benefit from a Neighborhood Improvement Needs Assessment. The City will identify a list of recommended improvements for each target neighborhood for inclusion in the capital improvement plan (CIP) budget to address the unique needs of each of Lake Forest’s target neighborhoods.

As part of this process, the NITF will consider the contributing factors to fair housing issues identified in the Housing Element, the Orange County Analysis of Impediments to Fair Housing, and information from the City’s fair housing service providers. This information will be considered as part of the Council’s evaluation of recommended actions to ensure that those actions selected address the contributing factors identified for Lake Forest and work to affirmatively Item: 11
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further fair housing practices in the City.

Additionally, as part of the City’s Strategic Business Plan covering Fiscal Years 2021-22 through 2027-28 (“Strategic Plan”), Strategic Plan goal #15 was set to initiate an interdepartmental task force to address neighborhood concerns identified in the 2021 Community Satisfaction Survey. The City allocated $70,000 to evaluate the issues as noted in the Needs Assessment Study and implement improvements to the project area. The Quarterly Strategic Plan Updates are prepared by City staff and reported to the City Council. As of January 18, 2022, the goals were incorporated and were noted to be substantially underway in that (in part):
• Lighting has been budgeted in the FY 23-25 CIP for the project area parks. • Work orders have been initiated for red curb markings to deter vehicle parking at the end of the street. • Staff will provide community education on the permit parking process to interested communities – scheduled summer 2022.
• Code enforcement officers have assessed the noise generated at nearby shopping centers and issued notice of violations to address early morning noise issues. • Police services have increased patrol at specific locations. • Police services staff continue to provide information on etching services for catalytic converters. • Code enforcement has updated informational handouts on common property maintenance issues and resources for distribution and posted on the City’s website. • Staff has worked with the Fair Housing Council of Orange County to update the City’s existing FAQ handout on housing rights, discrimination, and protection and to provide resources for residents and property owners.
• Implemented a bulky item pickup event in January 2022 and scheduled a second event in April 2022.

Another assessment will be performed in April.
• Regular quarterly meetings of the NITF will be held to coordinate, combine resources, and alleviate ongoing issues.

In conclusion, the Needs Assessment was created in response to local residents concerns and sets forth an action plan which has been funded with general fund monies. Action and implementation measures have been initiated and/or completed to date. The NITF will continue to meet quarterly and to take additional action and initiate future projects as needed. This plan has been solidified in the City’s Strategic Plan which incorporates the Needs Assessment recommendations and will further ensure achievement of the Strategic Plan goal.

Responsible Agencies: City Manager’s Office
Funding Sources: Grant Funding; General Fund
2021-2029 Objectives: Improve the Southwest Lake Forest neighborhood through implementation of Item: 11
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the recommendations of the Neighborhood Improvement Plan.

Timeframe: Identification of improvements to implement in 2022; implementation of improvements from 2022-2023; assessment of need for future neighborhood project by January 2023.

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4 Quantified Objectives
State law requires the Housing Element to include quantified objectives for the maximum number of units t hat can be constructed, rehabilitated or conserved. Policies and programs in the Housing Element establish the strategies to achieve these objectives. The City’s quantified objectives are described under each program, and represent the City’s best effort in implementing each of the programs. Assumptions are based on past program performance and funding availability, construction trends, land availability, and future programs that will enhance program effectiveness and achieve full implementation of the City’s housing goals.

The new construction objectives shown in the table are based on the City’s RHNA for the 2021- 2029 planning period for very low- , low - and moderate -income housing, historic trends, and expectations for new ADUs.

Rehabilitation and conservation objectives are based on specific program targets, including such programs as use of the City’s Housing Rehab Loan Program and Housing Choice Voucher program rental housing vouchers.

The table below summarizes the City’s quantified objectives for housing during the 2021-2029 planning period.

Table 2: Quantified Objectives 2021-2029
Income Category New Construction Rehabilitation Conservation/Preservation Extremely Low 70 24 202
(11 at-risk for conversion
during the next 10 years
and 191 not at-risk during
the next 10 years)
Very Low 70 24
Low
163 16
Moderate 167 16 29,800*
Above Moderate 1,178 --
Totals 1,648 80 11
* It is the City’s objective to promote the conservation/preservation of the City’s entire existing housing stock.

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Program 23: Economic Displacement Risk Analysis
Economic displacement can occur when new developm ent, particularly residential development, changes the market conditions in an existing area so much that current residents can no longer afford to live there.

The City of Lake Forest can reduce the impact of ec onomic displacement when it occurs by preventing practices that increase or enable displacement. To determine if market-force economic displacement is occurring due to development of new housing, increased housing costs, or other factors, the City will conduct an analysis to determine if individuals and families may be displaced as a result of new residential development in the City’s mixed-use areas. The analysis will consider gentrification locally and will assess how new development and community investments may pot entially influence displacement. If this study shows that displacement is expected as a result of new development in the City’s mixed-use areas, the City will develop an action program based on the identified causes of displacement, including specific actions to monitor and mitigate displacement. Annual review of the action program may result in modifications to further reduce displacement risk. This program addresses the fair housing issue of disproportionate housing needs, including displacement risk. Special attention will be pai d to areas of the City identified as vulnerable to displacement.

Responsible Agencies: Community Development Department
Funding Sources: Grant Funding; General Fund
2021-2029 Objectives: Conduct a Displacement Risk Analysis Study to identify the local conditions that lead to displacement and develop and implement an action program based on th e results; the action prog ram will include specific metrics relevant to the local comm unity based on the results of the analysis.

Identify potential partners to participat e in the study that specialize in eviction-related topics related to displacement. Annually monitor program effectiveness.Understand the poten tial for market-force economic displacement and consider programs to address the issue, if necessary.

Timeframe: Conduct analysis by December 31, 2022 2023 and begin to establish resulting programs (if any) by December 31, 20232024. Ongoing implementation and reporting throughout the planning period through the Housing Element Annual Progress Report (APR).

Fair Housing Issues
Addressed:

Disproportionate Housing Needs, Including Displacement Risks Contributing Factors Displacement of residents due to economic pressures Item: 11
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Addressed:

Program 24: Neighborhood Improvement Task Force
The City of Lake Forest has created a new Neigh borhood Improvement Task Force (NITF) to address neighborhood-specific issues in the community’s older residential neighborhoods. The NITF is an interdepartmental partnership composed of City representatives from the City Manager’s Office, Community Development Department, Economic Development Division, Public Works Department, Police Services Department, and Management Services Department led out of the City Manager’s Office. Programs recommended by the NITF will be a key tool the City will use to address fair housing issues and affirmatively further fair housing. For example, the City expects to host a workshop to attract developers and work with the Fair Housing representatives and residents of study areas to inform them of their rights under State law.

As analyzed in the Affirmatively Furthering Fair Housing section of the Housing Element Background Report, the City has identified the area of Southwest Lake Fo rest as an area in need of focused attention and investment. These findings are consistent with the City’s ongoing work to improve existing neighborhoods in Lake Forest, to maintain the quality of the City’s ex isting housing stock, suppor t current residents, and address several fair housing issues and contributing factors, including access to opportunity, displacement of residents due to economic pressures, and community opposition (see the discussion on Fair Housing Issues and Contributing Factors in Se ction 6 of the Background Report). Additionally,. the City conducts a satisfaction survey every two years. In 2021, the residents in the southw est area (Area 2) of Lake Forest were less likely than their counterparts to rank thei r quality of life as excellent, citing problems related to parking, traffic and noise, among other concerns such as property maintenance. The subject area is generally bounded by includes the boundaries of Muirlands Boulevard, El Toro Road, Cavanaugh Road, and Rockfield Boulevard and encompasses 169 single-family homes, 101 multi-family units and 175 businesses. A future affordable housing project, located at the corner of Raymond Way and Packer Place, will have 71 affordable housing units, including eight units that will be reserved for individuals and families who are experiencing or at-risk of homelessness. This project is currently under construction and is anticipated to be complete early 2024.

To assist the task force with the analysis of t he subject neighborhood, Communications LAB was engaged in September 2021 to conduct community outreach with stakeholders, to all residents and businesses, and perform a focused assessment of the project area, and provide a final Southwest Lake Forest Neighborhood Improvement Needs Assessment (“Needs Assessment”). The outreach included English and Spanish online survey, door-to-door canvassing, and a community pop-event event located centrally in the project area. The Needs Assessment is the resulting study document ing quality of life issues impacting the subject neighborhood and providing key recommendations for NITF review and action.

The Needs Assessment for Southwest Lake Forest included conducting an initial communications assessment and audit of the City’s existing communi cations, community ascertainment studies, and translating the collected data into actionable public policy recommendations. The Needs Assessment Item: 11
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documents quality of life issues impacting the neigh borhood and provides key recommendations for the NITF’s review and action. At the conclusion of the ev aluation team’s assessments, they identified specific issues and areas in need of improvement. These impr ovements included traffic, lighting, parking, noise, crime, issues related to homelessness, infrastructure repairs, property maintenance, disposal of bulky items, street sweeping, trash, beautification, and a need for parks within walking distance.

In late 2021, the City’s consultant for the Neighborhood Improvement Needs Assessment prepared a draft of recommended improvements and programs based on the list of concerns identified for the project area. In January of 2022, staff will provideprov ided a presentation to the City Council as part of the City’s Strategic Plan update. This list will include the consultants recommendations and may identify specific programs from the recommended list to implement. While the exact recommendations are still under consideration, the City has committed $70,500 as part of the City’s two-year 2021-2023 Operating Budget to implement programs and improvements serving the Southwest Lake Forest neighborhood.

The City intends to continue the program by working with the community and the NITF to identify other target neighborhoods which could benefit from a Neighborhoo d Improvement Needs Assessment. The City will identify a list of recommended improvements for each target neighborhood for inclusion in the capital improvement plan (CIP) budget to address the unique needs of each of Lake Forest’s target neighborhoods.

As part of this process, the NITF will consider the cont ributing factors to fair housing issues identified in the Housing Element, the Orange County Analysis of Impedi ments to Fair Housing, and information from the City’s fair housing service providers. This information will be cons idered as part of the Council’s evaluation of recommended actions to ensure that those actions selected address the contributing factors identified for Lake Forest and work to affirmatively further fair housing practices in the City.

Additionally, as part of the City’s Strategic Business Plan covering Fiscal Years 2021-22 through 2027-28 (“Strategic Plan”), Strategic Plan goal #15 was set to initiate an Iinterdepartmental task force to address neighborhood concerns identified in the 2021 Community Satisfaction Survey. The City allocated $70,000 to evaluate the issues as noted in the Needs Assessme nt Study and implement improvements to the project area. The Quarterly Strategic Plan Updates are prepared by City staff and reported to the City Council. As of the January 18, 2022, the goals were incorporated and were noted to be substantially underway in that (in part):
 Lighting has been budgeted in the FY 23-25 CIP for the project area parks.  Work orders have been initiated for red curb mark ings to deter vehicle par king at the end of the street.
 Staff will provide community education on the per mit parking process to interested communities – scheduled summer 2022.
 Code enforcement officers have assessed the noise generated at nearby shopping centers and issued notice of violations to address early morning noise issues.

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 Police services have increased patrol at specific locations.  Police services staff continue to provide informat ion on etching services for catalytic converters.  Code enforcement has updated informational handouts on common property maintenance issues and resources for distribution and posted on the City’s website.  Staff is workinghas worked with the Fair Hous ing Council of Orange County to update the City’s existing FAQ handout on housing rights, discrimination, and protection and to provide resources for residents and property owners.
 Implemented a bulky item pickup event in January 2022 and scheduled a second event in April 2022.

Another assessment will be performed in April.
 Regular quarterly meetings of the NITF will be hel d to coordinate, combine resources, and alleviate ongoing issues.

In conclusion, the Needs Assessment was created in response to local residents concerns and sets forth an action plan which has been funded with general fund monies. Action and implementation measures have been initiated and/or completed to date. The NITF will continue to meet quarterly and to take additional action and initiate future projects as needed. This plan has been solidified in the City’s Strategic Plan which incorporates the Needs Assessment recommendations and will further ensure achievement of the Strategic Plan goal.

Responsible Agencies: City Manager’s Office
Funding Sources: Grant Funding; General Fund
2021-2029 Objectives: Improve the Southwest Lake Forest neighborhood through implementation of the recommendations of the Neighborhood Improvement Plan.

Timeframe: Identification of improvements to im plement in 2022; implementation of improvements from 2022-2023; assessment of need for future neighborhood project by January 2023.

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4 Quantified Objectives
State law requires the Housing Element to include q uantified objectives for the maximum number of units that can be constructed, rehabilitated or conserved. Policies and programs in the Housing Element establish the strategies to achieve these objectives. The Ci ty’s quantified objectives are described under each program, and represent the City’s best effort in implementing each of the programs. Assumptions are based on past program performance and funding availability, construction trends, land availability, and future programs that will enhance program effectiveness and achieve full implementation of the City’s housing goals.

The new construction objectives shown in the table are based on the City’s RHNA for the 2021-2029 planning period for very low-, low- and moderate-income housi ng, historic trends, and expectations for new ADUs.

Rehabilitation and conservation objectives are based on s pecific program targets, including such programs as use of the City’s Housing Rehab Loan Program and Housing Choice Voucher program rental housing vouchers.

The table below summarizes the City’s quantified objectives for housing during the 2021-2029 planning period.

Table 2: Quantified Objectives 2021-2029
Income Category New Construction Rehabilitation Conservation/Preservation Extremely Low 70 324 202
(811 at-risk for conversion
during the next 10 years
and 191 not at-risk during
the next 10 years)
Very Low 70 324
Low
163 216
Moderate 167 216 29,800*--
-- Above Moderate 1,178 --
Totals 1,648 1080 811
* It is the City’s objective to promote the conservation/preservation of the City’s entire existing housing stock.

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PART 2:

BACKGROUND
REPORT
Adopted August 16, 2022
Minor Revisions
November 2022

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-1 Table of Contents

1. INTRODUCTION ........................................................................................................... 5

2. ACCOMPLISHMENTS UNDER 5TH CYCLE HOUSING ELEMENT .......................................... 7 2A. Review of 2013 Housing Element ................................................................................................... 7 2B. Housing Production During 5th Cycle RHNA Period ....................................................................... 7 2C. Appropriateness and Effectiveness of 2013 Housing Element ........................................................ 8

3. HOUSING NEEDS ASSESSMENT .................................................................................. 25 3A. Introduction and Background ......................................................................................................... 25 3B. Population Trends and Characteristics .......................................................................................... 25 3C. Household Characteristics ............................................................................................................. 29 3D. Income ............................................................................................................................................ 31 3E. Housing Characteristics ................................................................................................................. 34 3F. Housing Costs ................................................................................................................................ 38 3G. Future Housing Needs ................................................................................................................... 46 3H. Special Needs Groups ................................................................................................................... 46 3I. Units at Risk of Conversion ............................................................................................................ 58

4. CONSTRAINTS .......................................................................................................... 63 4A. Governmental Constraints ............................................................................................................. 63 4B. Non-Governmental Constraints ...................................................................................................... 97 4C. Environmental Constraints ........................................................................................................... 101 4D. Infrastructure Constraints ............................................................................................................. 102

5. HOUSING RESOURCES ............................................................................................ 105 5A. Regional Housing Needs Allocation (RHNA) ............................................................................... 105 5B. Progress Towards the RHNA ....................................................................................................... 105 5C. Residential Sites Inventory ........................................................................................................... 109 5D. Housing, Financial, and Administrative Resources...................................................................... 129 5E. Energy Conservation Opportunities ............................................................................................. 133

6. AFFIRMATIVELY FURTHERING FAIR HOUSING ............................................................ 135 6A. Outreach ....................................................................................................................................... 135 6B. Fair Housing Needs Assessment ................................................................................................. 137 6C. Sites Inventory .............................................................................................................................. 203 6D. Analysis of Contributing Factors and Fair Housing Priorities and Goals ..................................... 223

List of Tables
Table 1: Regional Housing Needs Allocation – 5th Cycle Progress ................................................................ 8 Table 2: Evaluation of the 2013 Housing Programs ........................................................................................ 9 Table 3: Population Trends – lake Forest and Neighboring Jurisdictions ..................................................... 26 Table 4: Population by Age (2018) ................................................................................................................ 26 Table 5: Race and Ethnicity (2018) ................................................................................................................ 27 Table 6: Job Growth and Employment Status ............................................................................................... 27 Table 7: Jobs by Industry (2018) ................................................................................................................... 28 Table 8: Jobs by Occupation (2018) .............................................................................................................. 28 Table 9: Travel Time to Work (2018) ............................................................................................................. 28 Table 10: Commute Method (2018) ............................................................................................................... 28 Table 11: Households by Tenure and Age (2018) ......................................................................................... 29 Table 12: Household Size by Tenure (2018) ................................................................................................. 31 Table 13: Median Household and Per Capita Income ................................................................................... 31 Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-2 Table 14: Household Income for All Households and by Tenure (2018) ....................................................... 32 Table 15: Households by Income Group (2017) ............................................................................................ 32 Table 16: Occupations with Wages for Extremely Low-Income Households (2020) ..................................... 33 Table 17: Housing Stock by Type and Vacancy (2020) ................................................................................. 34 Table 18: Vacancy by Type (2018) ................................................................................................................ 34 Table 19: Housing Stock Conditions (2018) .................................................................................................. 36 Table 20: Overcrowding by Tenure (2018) .................................................................................................... 37 Table 21: Household Size by Tenure (2018) ................................................................................................. 38 Table 22: Number of Bedrooms by Tenure (2018) ........................................................................................ 38 Table 23: Homes for Sale (January 2021) ..................................................................................................... 38 Table 24: Rental Costs (2018) ....................................................................................................................... 39 Table 25: Rental Rates by Number of Bedrooms .......................................................................................... 41 Table 26: State Income Limits – Orange County (2021) ............................................................................... 41 Table 27: Housing Affordability by Income Group ......................................................................................... 42 Table 28: Households by Income Level and Overpayment (2017)................................................................ 44 Table 29: Deed Restricted Affordable Housing Units .................................................................................... 45 Table 30: Regional Housing Needs Allocation – 6th Cycle ........................................................................... 46 Table 31: Senior Population and Households (2010 & 2018) ........................................................................ 48 Table 32: Householder Age by Tenure (2018) ............................................................................................... 48 Table 33: Disabilities by Disability Type (2018) ............................................................................................. 50 Table 34: Disabled Persons by Employment Status (2018) .......................................................................... 50 Table 35: Developmentally Disabled Persons by Residence Type (2018) .................................................... 51 Table 36: Median Income by Household Size (2018) .................................................................................... 52 Table 37: Household Size Versus Bedroom Size by Tenure (2018) ............................................................. 53 Table 38: Families and Female Householder with Children Under 18 (2018) ............................................... 53 Table 39: Homeless Facilities (2019)* ........................................................................................................... 57 Table 40: Summary of At-Risk Subsidized Housing Units ............................................................................. 59 Table 41: Summary of Needs ........................................................................................................................ 62 Table 42: General Plan Residential Land Use Designations ......................................................................... 64 Table 43: Residential Zoning Districts from Zoning Code ............................................................................. 66 Table 44: Baker Ranch Planned Community ................................................................................................. 67 Table 45: El Toro Planned Community .......................................................................................................... 68 Table 46: Foothill Ranch Planned Community............................................................................................... 69 Table 47: Lake Forest Planned Community ................................................................................................... 70 Table 48: Nakase Planned Community ......................................................................................................... 71 Table 49: Portola Hills Planned Community .................................................................................................. 72 Table 50: Rancho De Los Alisos Planned Community .................................................................................. 73 Table 51: Rancho Serrano Planned Community ........................................................................................... 74 Table 52: Serrano Highlands Planned Community ........................................................................................ 75 Table 53: Permitted Residential Uses by Zone.............................................................................................. 77 Table 54: ADU and JADU Development Standards ...................................................................................... 79 Table 55: Residential Parking Requirements ................................................................................................. 85 Table 56: Typical Permit Processing Times and Reviewing Body................................................................. 90 Table 57: Planning and Development Fees (Effective 08/16/2021) .............................................................. 95 Table 58: Proportion of Fee in Overall Development Cost for a Typical Residential Development (2021) ... 96 Table 59: Road Improvement Standards ....................................................................................................... 96 Table 60: Comparison of Zoned and Built Densities ..................................................................................... 99 Table 61: RHNA 2021-2029 ......................................................................................................................... 105 Table 62: Credits Towards the RHNA .......................................................................................................... 106 Table 63: Remaining 6th Cycle RHNA ......................................................................................................... 109 Table 64: Capacity Adjustment Factors – Mixed-Use Zones ....................................................................... 120 Table 65: Summary of Residential development POTENITAL on General Vacant Sites ............................ 125 Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-3 Table 66: Summary of Residential DEVELOPMENT POTENTIAL on Underutilized Mixed-Use Sites ....... 126 Table 67: Comparison of RHNA Candidate Sites Realistic Capacity and RHNA ........................................ 129 Table 68: Compliance with Fair Housing Laws ............................................................................................ 141 Table 69: Regional Opportunity Index (ROI) Data Points ............................................................................ 177 Table 70: Opportunity Indicators by Race.Ethnicity - Lake Forest............................................................... 179 Table 71: Regional Opportunity Index (ROI) Data Points ............................................................................ 180 Table 72: Place-Based Regional Opportunity Index (ROI) Low Opportunity Census Tracts ...................... 181 Table 73: Lake Forest Opportunity Resource Levels by Census Tracts ..................................................... 191 Table 74: Low Resource Census Tract Analysis ......................................................................................... 192 Table 75: Citywide Opportunity Index Values .............................................................................................. 193 Table 76: Demographics of Households with Disproportionate Housing Needs ......................................... 194 Table 77: Distribution of RHNA Capacity by Census Tract ......................................................................... 218 Table 78: Fair Housing Issues and Contributing Factors ............................................................................. 223

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-4 List of Figures
Figure 1: Median Home Sales Price .............................................................................................................. 39 Figure 2: 2021-2029 Housing Element Site Inventory ................................................................................. 123 Figure 3: Census Track Boundaries, Lake Forest ....................................................................................... 145 Figure 4: Dissimilarity Index ......................................................................................................................... 149 Figure 5: Diversity Index by Census Block Group, City of Lake Forest ....................................................... 153 Figure 6: Diversity Index by Census Block Group, Countywide .................................................................. 155 Figure 7: Proportion of Population with Disability by Census Tract, City of Lake Forest............................. 157 Figure 8: Proportion of Population with Disabilities by Census Tract, Countywide ..................................... 159 Figure 9: Female-Headed Households by Proportion of Children Present, City of Lake Forest ................. 161 Figure 10: Female-Headed Households by Proportion of Children Present, Countywide .......................... 163 Figure 11: Proportion of Senior Residens by Census tract, City of Lake Forest ......................................... 165 Figure 12: Proportion of Senior Residents by Census Tract, Countywide .................................................. 167 Figure 13: Median Household Income by Block Group, City of Lake Forest ............................................... 169 Figure 14: Median Household Income by Block Group, Countywide .......................................................... 171 Figure 15: Ethnicity Analysis – Racial Concentrations, City of Lake Forest ................................................ 173 Figure 16: Ethnicity Analysis – Racial Concentrations, Countywide............................................................ 175 Figure 17: People-Based Opportunity by Census Tract, City of Lake Forest .............................................. 183 Figure 18: People-Based Opportunities by Census Tract, Countywide ...................................................... 185 Figure 19: Place-Based Opportunities by Census Tract, City of Lake Forest ............................................. 187 Figure 20: Place-Based Opportunities by Census Tract, Countywide ......................................................... 189 Figure 21: TCAC/HCD Opportunity Area Map, City of Lake Forest ............................................................. 199 Figure 22: TCAC/HCD Opportunity Area Map, Countywide ........................................................................ 201 Figure 23: Cost-Burdened Renter Households by Census Tract, City of Lake Forest ................................ 203 Figure 24: Cost-Burdened Renter Households by Census Tract, Countywide ........................................... 205 Figure 25: Cost-Burdened Owner Households by Census Tract, City of Lake Forest ................................ 207 Figure 26: Cost-Burdened Owner Households by Census Tract, Countywide ............................................ 209 Figure 27: Overcrowded Households by Census Tract ............................................................................... 211 Figure 28: Overcrowded Households by Census Tract, Countywide .......................................................... 213 Figure 29: Sensitive Communities ............................................................................................................... 215

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-5

1. Introduction

The City of Lake Forest is located in southern Orange County, nestled within Saddleback Valley, southwest of the Santa Ana Mountains. Lake Forest is bordered by the cities of Irvine and Mission Viejo, and is within 7 miles (northeast) of the Pacific Ocean. Interstate 5, 405 Freeway, and California State Route 241 provide regional access. Lake Forest has a population of 84,711 (Department of Finance, 2020) and is approximately

16.6 square miles in size. The City incorporated in 1991 and expanded its city limits in 2000 to include the master planned developments of Foothill Ranch and Portola Hills. Although Lake Forest is a relatively new city, the community has a rich history dating back to the mid-1800s.

Lake Forest has the feel of a small community, but with the amenities of a large city. The City provides a diverse range of employment, lifestyle, and housing op portunities, all complemented by the surrounding natural environment. As such, the community has become a desirable place to live, offering lake-front homes, condominiums, town homes, mobile home parks, retirement communities, and affordable housing. Lake Forest’s family-oriented atmosphere is especially appealing to those with younger children. The City is served by quality public schools for grades K-12, several preschools, and private elementary schools.

State Housing Law (Government Code Section 65583) stat es that a “housing element shall consist of an identification and analysis of existing and projected hou sing needs and a statement of goals, policies, quantified objectives, financial resources, and scheduled programs for t he preservation, improvement, and development of housing. The housing element shall ident ify adequate sites for housing, including rental housing, factory-built housing, and mobile homes, and shall make adequate provision for the existing and projected needs of all economic segments of the co mmunity.” This Background Report is an update of the City’s 2013 Housing Element (5
th Cycle), adopted in January 2014.

The assessment and inventory must include all of the following:
 Analysis of population and employ ment trends, documentation of projections, and a quantification of the locality’s existing and projected housing needs for all income levels. Such existing and projected needs shall include the locality’s share of the r egional housing need in accordance with Section 65584 of the Government Code.
 Analysis and documentation of household characteri stics, including level of payment compared to ability to pay, housing characteristics, including overcrowding, and housing stock condition.  An inventory of land suitable for residential development, including vacant sites and sites having potential for redevelopment, and an analysis of the relationship between zoning, public facilities, and city services to these sites.
 Analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels and fo r persons with disabilities, including land use controls, building codes and their enforcement, site improvements, fees and other exactions required of developers, local processing and permit proc edures, and any locally adopted ordinances that directly impact the cost and supply of residential development.  Analysis of potential and actual non-governmental constraints upon the maintenance, improvement, or development of housing for all income levels, in cluding the availability of financing, the price of land, the cost of construction, requests to develop housing at densities below the minimum densities in the inventory of sites, and the length of time between receiving approval for a housing development and submittal of an application for building permits t hat hinder the construction of a locality’s share of the regional housing need.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-6  Analysis of any special housing needs, such as those of the elderl y, disabled (including developmentally disabled), large families, farmwork ers, families with female heads of households, and families and persons in need of emergency shelter.
 Analysis of opportunities for energy conserva tion with respect to residential development.  Analysis of existing assisted mu ltifamily rental housing developments that are eligible to change from low-income housing to market-rate during the next 10 years.

The Background Report of this Housing Element ident ifies the nature and extent of Lake Forest’s housing needs, including those of special populations, pot ential housing resources (land and funds), potential constraints to housing production, and energy conservati on opportunities. By examining the City’s housing needs, resources, and constraints, the City can deter mine a plan of action for providing adequate housing.

This plan is presented in the Housing Plan, which is the policy component of the Housing Element. In addition to identifying housing needs, this Background Report also presents information regarding the setting in which these needs occur. This informati on is instrumental in providing a better understanding of the community, which in turn is essential for the planning of future housing needs.

Since the update of the City’s prior Housing Element in 2014, statutory changes have occurred that must be included in the 2021-2029 Lake Forest Housing Element. These laws have been incorporated in the appropriate sections throughout this Background Report as well as in its accompanying Policy Document.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-7

2. Accomplishments Under 5th Cycle Housing Element

The following section reviews and evaluates the City’s progress in implementing the 2013 Housing Element.

It reviews the results and effectiveness of programs, policies, and objectives from the previous Housing Element planning period, which covered 2013 through 2021. This section also analyzes the difference between projected housing need and actual housing production. 2A. Review of 2013 Housing Element
The 2013 Housing Element program strategy focused on the implementation of policies and programs to ensure adequate housing sites, encourage the production of new housing, including affordable and special needs housing, encourage the maintenance and preservation of existing housing, remove various constraints to housing, including housing for special needs populations, and encourage fair housing and non- discrimination. The 2013 Housing Element identified the following goals:

ISSUE 1 – HOUSING DIVERSITY AND OPPORTUNITIES
GOAL 1.0: Adequate housing to meet the existing and future needs of Lake Forest residents.

ISSUE 2 – MAINTENANCE, PRESERVATION, AND CONSERVATION OF HOUSING GOAL 2.0: Maintenance and enhancement of the quality of existing residential neighborhoods.

ISSUE 3 – HOME OWNERSHIP
GOAL 3.0: Increased opportunities for home ownership.

ISSUE 4 – EQUAL OPPORTUNITY
GOAL 4.0: Promote equal opportunity for all residents to reside in housing of their choice. 2B. Housing Production During 5th Cycle RHNA Period
The City’s 5th Cycle Housing Element specifically address ed housing needs for Lake Forest from October 15, 2013 through October 15, 2021, in line with the Regional Housing Needs Assessment (RHNA) planning period adopted by the Southern California Associati on of Governments (SCAG). It should be noted that although the planning period was from October 15, 2013 through October 15, 2021, the RHNA period (identified by HCD for purposes of projecting housing needs and establishing the City’s RHNA allocation), actually began on January 1, 2014.

Table 1 shows the total number of building permits issued by the City during the 5 th RHNA Cycle based on the City’s 2020 Housing Element Annual Progress Report and compares this number with the units required to be accommodated pursuant to the City’s RHNA alloca tion. Housing development in the City increased significantly since the 4 th Cycle, with the City exceeding its over all RHNA allocation by almost 1,000 units (Note: Although the total number of units permitted exceeded the total RHNA allocation, the new units were largely in the above-moderate income category, as shown in Table 1).

During the 2013-2021 RHNA period, the City issued 3,650 building permits; this included 32 deed-restricted very low-income units, 25 deed-restricted low-income units, 205 market-rate units affordable to moderate- income households, and 3,388 units affordable to above moderate-income households.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-8 TABLE 1: REGIONAL HOUSING NEEDS ALLOCATION – 5TH CYCLE PROGRESS Status Very Low Low Moderate Above
Moderate TOTAL
RHNA Allocation 647 450 497 1,133 2,727
Permits Issued 32 25 205 3,388 3,650
Remaining Allocation 615 425 292 0 1,332
Sources: City of Lake Forest 2013 Housing Element; 2020 General Plan Annual Progress Report 2C. Appropriateness and Effectiveness of 2013 Housing Element While the majority of goals, policies, and programs included in the 2013 Housing Element continue to be appropriate to address the City’s housing needs, the Housing Plan has been updated to provide clearer guidance to encourage affordable and special needs housing production. The Housing Plan was also updated to streamline programs and facilitate implementation, and to include a matrix that makes it easier to identify the applicability and timing of programs. In order to facilitate implementation of the Housing Plan and tracking of programs, the housing programs are presented in a user-friendly table.

As part of its Housing Element update effort, the City carefully evaluated the effectiveness of its existing housing programs, as discussed in Table 2. Based on this evaluation and community input, the City has found that most of the housing programs in t he 2013 Housing Element have been effective and will be included in the 2040 Housing Plan, with revisions to addr ess specific housing needs, constraints, or other concerns identified as part of this update, and to affi rmatively further fair housing. The City implemented many of the housing programs in prior years and anti cipates that the revisions included in the Housing Program will further encourage affordable and special needs housing production.

Since adoption of the prior Housing Element in 2014, the City has used CDBG funds for housing rehabilitation programs, and to provide fair housing services and services to special needs and at-risk populations (homeless, persons at risk of homelessness).

Due to the limited amount of funds available on an annual basis to substantially subsidize a rental or ownership housing development, it can require several years of accrued funds to assist a single project.

Nonetheless, the City partnered with an affordable housing developer during the planning period (2020) to develop an affordable housing project (scheduled to break ground in 2021).

The Housing Plan included in this 2021-2029 Housing Element includes modifications to make programs more effective, clarify objectives, and ensure that the programs are implementable. See the Housing Plan for the goals, policies, and programs of this Housing Element.

While the City took several significant steps to promote housing during the prior planning period, the experience of Lake Forest and other communities throughout the state demonstrates th at it is very difficult for local governments to meet their fair share housing goals for lower and moderate-income housing (i.e., the RHNA allocation). All cities, including Lake Forest, have limited financial and staffing resources and require substantial state and/or federal assistance, which has not been available at the levels necessary to support the City’s housing needs, or for-profit and non-profit housing developers and agencies. As discussed below, the City has evaluated the success of existing progra ms to support the development of affordable housing, and has added new programs to the Housing Plan to address this objective. .

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-9 TABLE 2: EVALUATION OF THE 2013 HOUSING PROGRAMS
Program Accomplishments

PROVISION OF ADEQUATE HOUSING SITES TO ACHIEVE A VARIETY OF HOUSING TYPES AND

DENSITIES
Program 1: Land Use Policy, Entitlements, and
Development Capacity: Planning and regulatory
actions to achieve adequate housing sites are
implemented through the Land Use Element,
Zoning Code, and implementation of existing
development agreements. These regulatory
documents provide for a variety of residential
types, ranging from lower-density single-family
homes to higher-density apartments,
condominiums, and mixed-use development.

Lake Forest’s residential sites inventory consists
of over 600 acres of developable land with the
capacity to yield nearly 3,900 new units during the
planning period. As noted in Section III, these
sites are adequate to meet the City's share of
regional housing needs for the 2013-2021 RHNA
period.

Program Objectives:
 Maintain and monitor the residential sites
inventory to ensure adequate sites remain
to accommodate the RHNA throughout
the RHNA period. Receive and process
development applications for projects
within the New Neighborhoods.

Result/Evaluation: Program considered successful. The
City has maintained an inventory of residential sites and has adequate capacity to accommodate its RHNA.

However, changing circumstances will necessitate program modifications.

The City prepares a General Plan Annual Progress Report (“APR”) annually, to monitor progress towards its RHNA
allocation. The 2020 APR reported that 3,650 dwelling units were permitted during the 2013-2021 planning period.

Continue/Modify/Delete: Modify. This program provides
relevant information to ensure the City is able to
accommodate its RHNA allocation. However, given the
increase in the City’s RHNA allocation from 2,727 units (5 th
Cycle) to 3,228 units (6th Cycle), a more robust program will be implemented that includes the following:
 Monitor and report housing production annually
and revise development standards as necessary.
 Promote the constructi on of accessory dwelling
units (“ADUs”) by ensuring that ADUs are
permitted by-right if they comply with Section

9.146.050 of the LFMC and State law, and
continuing to streamline ADU approvals.
 Inform developers of sites appropriate for multi-
family and special-needs housing.

Program 2: Monitor Residential Capacity (No
Net Loss): Monitor the consumption of residential
acreage to ensure an adequate inventory is
available to meet the City’s RHNA obligations. To
ensure sufficient residential capacity is maintained
to accommodate the RHNA, the City will develop
and implement a formal ongoing (project-by-
project) evaluation procedure pursuant to
Government Code Section 65863. Should an
approval of development result in a reduction of
capacity below the residential capacity needed to
accommodate the remaining need for lower
income households, the City will identify and, if
necessary, rezone sufficient sites to accommodate
the shortfall and ensure “no net loss” in capacity to
accommodate the RHNA.

Program Objectives:
 Develop and implement a formal
evaluation procedure pursuant to
Government Code Section 65863 by
Result/Evaluation: The City has developed a project-
based annual monitoring and tracking tool to ensure that adequate inventory is available to meet the City’s RHNA obligations.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

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January 1, 2014.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-11 Program 3: Facilitate Affordable Housing
Production: Affordable housing developments
face a number of hurdles, including financing,
development codes and standards, and in some
cases, public opposition. Dissolution of the City’s
Redevelopment Agency by the State in 2012
eliminated the Low and Moderate Income Housing
Fund (LMIHF), formerly the City’s primary
mechanism for providing direct funding support of
affordable housing development. Continuing
reductions in federal funding of HUD programs
(e.g., CDBG) will constrain the City’s ability to offer committed funding assistance to future affordable
housing even further. The City can encourage and
facilitate affordable housing through financial
assistance, removal of regulatory constraints, and
administrative support. With limited funding, the
City will rely on the following actions to encourage
affordable housing production during the planning
period:
 Affordable Housing Implementation Plans
(AHIPs):
 Collaborate with Affordable Housing
Developers
 Regulatory Concessions and Incentive:

Program Objectives:
 Maintain contact information for affordable
housing developers for the purposes of
soliciting their involvement in development
projects in Lake Forest. Participate with
affordable housing developers to review
available federal and State financing
subsidies and apply as feasible on an
annual basis. Assist and support
developers of housing for lower-income
households, especially housing for
extremely low-income households, with
site identification, supporting applications,
conducting pre-application meetings,
assisting with design and site
requirements, and providing State-
mandated regulatory incentives and
concessions. Monitor and enforce AHIP
provisions and collaborate with developers
of affordable housing over the planning
period to facilitate the construction of 250
affordable units over the planning period
(10 extremely low-income, 40 very low-
income, and 200 low-income units).

Result/Evaluation: Program considered successful. The
City entered into an Exclusive Negotiation Agreement with National Community Renaissance (“National CORE”) in
2017 for an affordable housing development. Project
financing combines the City’s $3.7 million in affordable housing developer in-lieu fees with tax credits, debt
financing, loans, and other available financial sources.

National CORE submitted an application for a 71-unit
project on 3.97 acres in December 2019. The project
includes 70 units affordable to households earning less than 60% of the Area Median Income, with 12 units set
aside for Permanent Supportive Housing, and 1 caretaker’s unit. The project was approved on August 18, 2020 and
construction is expected to begin in 2021.

The City continues to monitor and enforce approved AHIPs and affordable housing covenants, and maintains a
qualified staff ready and willing to assist affordable housing developers with site identification, regulatory compliance and fast-track application processing.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

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REMOVAL OF GOVERNMENTAL CONSTRAINTS
Program 4: Farm Employee Housing: The City’s
Zoning Code includes two districts that allow
agricultural uses (A-1 and OS). Commercial
agriculture is permitted by right in the A1 zone and
with approval of a Site Development Permit in the
OS zone. Pursuant to the California Employee
Housing Act, facilities with up to 36 beds or 12
units to board farm workers must be treated as
accessory or incidental to agriculture operations.

State law also provides that employee housing
occupied by six (6) or fewer employees in a single
family structure, shall be treated the same as a
family dwelling of the same type in the same zone.

The City will evaluate provisions for commercial
agriculture operations in the A-1 and OS zones
(and the related farm worker housing issues) and
revise the Zoning Code to address compliance
with Sections 17021.5 and 17021.6 of the Health
and Safety Code.

Program Objectives:
 Review and revise the Zoning Code to
address compliance with Health and
Safety Code Sections 17021.5 and
17021.6.

Result/Evaluation: Program considered successful. Zone
Change 12-14-4673 was approved on June 16, 2015,
which added a definition for “agricultural employee
quarters” as well as allowing such housing by right within the City’s Agricultural and Open Space zones.

Continue/Modify/Delete: Delete. Program no longer
necessary and is not included in the 2021-2029 Housing
Element.

Program 5: Monitor Changes in Federal and
State Housing, Planning, and Zoning Laws:

Although the 2013 Housing Element update did
not identify any significant governmental
constraints to the development or maintenance of
housing in Lake Forest, the City will continue to
monitor its development process and zoning
regulations to identify and remove constraints to
the development of housing. The City will also
continue to monitor federal and State legislation
that could impact housing and comment on,
support, or oppose proposed changes or additions
to existing legislation, as well as support new
legislation when appropriate. Special attention will
be given by the City in the minimizing of
governmental constraints to the development,
improvement, and maintenance of housing.

Program Objectives:
 Monitor State and federal legislation as
well as City development process and
zoning regulations to identify and remove
housing constraints.

Result/Evaluation: Program considered successful. City
staff and the City Attorney’s office regularly monitor
legislation changes and update zoning regulations
accordingly.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

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HOUSING AND SUPPORTIVE SERVICES FOR SPECIAL NEEDS POPULATIONS Program 6: Sites for Homeless Shelters:

Homelessness is a chronic problem throughout
Southern California. While the majority of the
County’s homeless are in the older, more
urbanized jurisdictions and in the beach
communities, current data indicates approximately
25 homeless persons within the City on any given
night. In addition, the City has numerous
households who may be considered at-risk of
becoming homeless by virtue of their limited
incomes. It is important for the City to provide and
maintain the appropriate zoning mechanisms to
accommodate the provision of facilities that serve
the homeless population, most of whom are
extremely-low-incomes.

Program Objectives:
 Provide financial support to non-profit
organizations that shelter the homeless
(subject to available funding and on a
case-by-case basis). Assist non-profit
organizations identify potential sites for
homeless shelters. Continue staff
participation in the Commission to End
Homelessness and support of a Homeless
Liaison within the Police Services
Department.

Result/Evaluation: Program considered successful.

Although no opportunities to assist non-profits to locate a homeless shelter were identified during the planning period, the City continued its contract with Mercy House, a non- profit service provider specializing in assisting the
homeless. Mercy House conducts field outreach and case
management work five days per week. The services include mental and physical health assessments and connection of homeless individuals to various services. As part of the contract, Mercy House works with shelter and housing
partners to find suitable temporary or long-term housing for the homeless. In addition, the City provided funding for a Homeless Liaison Officer position through its law
enforcement services contract with the Orange County
Sheriff’s Department. The City also provided pass-through CDBG funding annually to local non-profits, including
Families Forward, Family Assistance Ministries and South County outreach, that provide food banks, rental
assistance, counseling and other forms of assistance to individuals and families at risk of becoming homeless.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

Program 7: Transitional and Supportive
Housing: The City provided financial assistance
to non-profit service agencies to purchase existing
housing in the community for use as transitional
and supportive housing. These facilities help to
address the needs of very low and extremely low
income persons. Specifically, the City has
provided CDBG funding to non-profit organizations
for the purchase and operation of condominium
units for transitional/supportive and affordable
housing. These condominiums will continue to
offer transitional/supportive and affordable
housing to extremely low income residents
through 2022–2030.

Through the City’s partnership with Families
Forward, supportive services are provided to
residents that include weekly case management
counseling, weekly budget and financial
counseling, child care assistance to attend
counseling, education supplies assistance,
employment supplies and tools assistance, health
care payment assistance, permanent housing
placement assistance, legal assistance (as
Result/Evaluation: Program considered successful. During the 2019-20 fiscal year, for example, the City assisted 4,314 individuals through CDBG sub-recipient funding of nine non-profit organizations that provide services to
homeless, low and moderate-income persons, including:
case management and in-home support services for home-
bound seniors; adult daycare and ancillary services for seniors and adults with Alzheimer’s, other forms of
dementia, and disabilities; reduced cost medical and
pediatric dental services for low- and moderate-income
persons; fair housing counseling/advocacy and referral
services; transitional housing, support services, and case management for homeless families; rental assistance to
help prevent eviction/homelessness; food bank and case
management services for lower-income individuals,
individuals at risk of homelessness, and homeless
individuals (funds also used to prevent evictions and utility shut-off); job training and job development services for adults with developmental disabilities; and motel and
transportation vouchers for homeless individuals. The total expenditure for this activity was $73,245. Comparable
assistance was provided in each preceding year of the
program. In addition, for the past three years, the City has Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-15 available), life-skills training, weekly children’s
program that addresses self-esteem, social skills,
coping skills, values and beliefs, peer pressure,
anger management, self-care, and identifying
social networks.

Program Objectives:
 Provide financial support to non-profit
organizations that provide
transitional/supportive housing for
homeless (subject to available funding
and on a case-by-case basis).
provided $40,000-$50,000 annually in homeless services
contracts.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

Program 8: Coordination with Social Service
Agencies: A variety of social services agencies
provide housing and supportive services to special
needs groups in Lake Forest. Several of these
social service agencies receive CDBG funds from
the City to help administer these programs. The
City determines its CDBG allocations to social
service agencies annually based upon
applications received, whether the agency
provides a priority need in the City’s 5-year
Consolidated Plan, and if the agency meets
Federal HUD regulations. In a typical program
year, funding is allocated to nonprofits that serve
the following needs of lower income individuals
and households (i.e., those earning up to 80%
AMI): food distribution, housing assistance,
services and programs for the elderly and youth,
before and after school care programs, services
for the disabled (including developmentally
disabled), primary health care services, and fair
housing advocacy and counseling.

Similar to the Housing Element update, the
Consolidated Plan involves comprehensive
outreach, citizen participation workshops, and
assessment of community needs to develop a
road map for programs and activities to be
pursued in the ensuing five years. The variety of
social service agencies that may be awarded
CDBG are guided by priority needs articulated in
the Consolidated Plan. All CDBG-contracted and
funded programs (emergency housing/shelter,
food distribution, primary health care services to
the indigent or non-insured, senior case-
management services and home-delivered meals,
and before-and-after school youth programs for
lower income families) address and assist the
needs of lower income persons and households of
our community.

Result/Evaluation: Program considered successful. In
Fiscal Year 2019-2020, for example, nine non-profit social services agencies received pass-through CDBG funding
from the City to provide support and assistance to
residents. In addition, two non-profit social services
agencies received direct funding from the City to support homeless outreach services. Comparable assistance was
provided in each preceding year of the program.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-16 Program Objectives:
 Continue to evaluate on an annual basis
allocation of CDBG Funds to social
service agencies to benefit Lake Forest
residents.

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CONSERVE THE EXISTING SUPPLY OF AFFORDABLE HOUSING
Program 9: Rental Assistance: The Housing
Choice Voucher rental assistance program
extends rental subsidies to extremely low and very
low income families and elderly (i.e., those earning
up to 50% AMI) who spend more than 30% of their
income on rent. The subsidy represents the
difference between the excess of 30% of their
monthly income and the actual rent. Rent
subsidies can be used to pay for mobile home
park space rents. Lake Forest contracts with the
Orange County Housing Authority (OCHA) to
administer the Federal Housing Choice Voucher
Program. According to OCHA, approximately 194
Lake Forest resident households received voucher
assistance as of March 2013, with another 809
applicants on the waiting list.

Program Objectives:
 Continue to contract with the OCHA to
administer the Housing Choice Vouchers
Program with the goal of assisting an
average of approximately 190 extremely
low and very low income households
annually during the planning period.

Promote the Housing Choice Vouchers
program on City website. Support the
OCHA’s applications for additional
voucher allocations and efforts to maintain
and expand voucher use in the City.

Result/Evaluation: Program considered successful.

Residents continue to be assist ed by the Housing Choice Voucher program, which is a HUD Section 8 program that is administered by the Orange County Housing Authority. On average, 190 very low-income households received voucher assistance annually during the planning period.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-18 Program 10: Conservation of Existing and
Future Affordable Units: In order to meet the
housing needs of all economic groups in Lake
Forest, the City must develop programs to
minimize the loss of housing units available to
lower income households. As of April 2013, the
City’s affordable housing inventory consisted of
264 units with at least another 250 affordable units
anticipated during the planning period. Of the
existing 264 affordable units, 255 were at risk of
converting to market rate rents. Of the at-risk
units, 209 are only considered “at risk” because
owners that have the option to could pre-pay bond
funding before 2023. Affordability covenants for 38
units in the Crestwood Apartments expire in 2017,
6 units at Bellecour Way could convert to market
rate in 2018, and 2 transitional housing units
become “at risk” in 2022 and 2023.

Program Objectives: The City will work with
property owners, interest groups and the State
and federal governments to implement the
following programs on an ongoing basis to
conserve its affordable housing stock:
 Monitor Units at Risk: Maintain contact
with providers and owners to monitor the
status of existing and future affordable
units, including the 255 at-risk units.
 Work with Owners: Provide technical
assistance to owners of properties with at-
risk units by identifying funding sources
and supporting grant or tax credit
applications for the extension of
affordability covenants.
 Work with Potential Purchasers: Where
feasible, provide technical assistance to
public and non-profit agencies interested
in purchasing and/or managing properties
that include units at risk.
 Tenant Education: The California
Legislature extended the noticing
requirement of at-risk units opting out of
low income use restrictions to one year.

Should a property owner pursue
conversion of the units to market rate, the
City will ensure that tenants were properly
noticed and informed of their rights and
that they are eligible to receive Section 8
vouchers that would enable them to stay
in their units.

Result/Evaluation: Program considered partially
successful. As of 2020, a total of 202 affordable units were available in the City. Of these, 11 were designated “at risk”.

The City actively monitors these units. Should a notice of intent to convert to market rate units be filed, the City will work with potential purchasers to preserve the units and ensure that tenants are properly notified of their rights under California law.

During the prior planning period, five apartment complexes that received bond funding from the County that included affordability covenants for 30 years, with an option to pre- pay bond funding beginning in 2013, converted to fully
market-rate complexes. Additionally, six affordable units developed under an agreement with the City’s former
Redevelopment Agency also converted to market rate units at the end of their affordability term. New affordable units were added to the City’s housing stock, including Arroyo at Baker Ranch (187 affordable units) and Saguaro
Apartments (4 affordable units).

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element with modifications.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-19

REHABILITATE THE CITY'S EXISTING SINGLE-FAMILY AND MULTI-FAMILY HOUSING STOCK Program 11: Housing Rehabilitation Loan
Program: The City provides housing rehabilitation
assistance to lower income homeowners through
a loan program for owner-occupied single-family
detached and attached homes and mobile home
units, which is funded through the City’s CDBG
program. A zero-interest deferred payment loan of
up to $30,000 is available to households earning
up to 80% AMI. A 3% interest loan amortized for a
15 year period is available to those who wish to
pay off their loan sooner. Loans of up to $15,000
are also available to owners of mobile homes.

Eligible repairs include roofing, windows, exterior
and interior painting, plumbing, electrical,
energy/weatherization, garage doors, and other
common home repairs, as well as accessibility
improvements. Since the City has its own
rehabilitation program, City residents are no
longer eligible to participate in County-sponsored
rehabilitation programs.

The City promotes its owner-occupied Housing
Rehabilitation Loan Program on a year-round
basis on its website and in the City’s quarterly
newsletter. The loan program is only available for
owner-occupied homes, townhomes and mobile
homes.

Program Objectives:
 Assist 10 lower income homeowners
annually.

Result/Evaluation: Program considered successful. The
City's Housing Rehabilitation Program offers a zero percent deferred interest loan and a three percent amortized
interest loan for homes, condominiums, and mobile homes.

As an example, during the 2019-2020 fiscal year, 11
income-qualified homeowners participated in and
completed needed repairs and improvements to their
homes (e.g., roofing, plumbing, electrical, and flooring) through the City’s Housing Rehabilitation Loan Program.

Total allocation for this program during FY 2019-20 was $273,690.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

Program 12: Code Enforcement and
Neighborhood Preservation: The Code
Enforcement and Neighborhood Preservation
program implements a comprehensive approach
to neighborhood improvement in ten targeted
Neighborhood Preservation Areas. Code
enforcement officers respond to complaints
related to substandard housing, property
maintenance, overgrown vegetation, trash and
debris, illegal conversions, improper occupancy
and other nuisance and zoning complaints. In the
past, the City has allocated CDBG funds to
sponsor periodic neighborhood clean-up and paint
days. As funding permits, the City will consider
sponsoring similar neighborhood preservation and
revitalization events during the planning period.

Code enforcement staff will also continue to inform
eligible owners about the City’s rehabilitation
program (see Program 11).

Result/Evaluation: Program considered successful. The
City continues to provide code enforcement activities with the goal of the Code Enforcement and Neighborhood
Preservation Program being to address housing and
property concerns before they become serious problems. In addition to inspections in target areas, code enforcement officers continue to inform property owners of rehabilitation opportunities. The Neighborhood Pride Paint Program
provides grant funding assistance to qualified low- and moderate-income homeowners for the purpose of painting
the exterior of their homes. The program is part of broader effort to maintain and improve the character, aesthetic quality and property values within the community. This
program is funded on an annual basis, subject to the
availability of Federal Community Development Block Grant (CDBG) funds and City Council authorization.

The City allocated $25,370 of CDBG grant funding for the Neighborhood Pride Paint Program in FY 2019-20. In FY
2019-20, five homes were professionally prepped and
Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-20 Program Objectives:
 Continue to implement the applicable
sections of the Lake Forest Municipal
Code, including the California Building
Code.
painted with program assistance. The program contributes to the City’s efforts to enhance the appearance of homes in the community and preserve property values. For Fiscal
Year 2020-2021, a significant portion of the City's
Community Development Block Grant (CDBG) funding was
allocated to assist Lake Forest's residents and small-
businesses with preparing, preventing and responding to the COVID-19 pandemic.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

PROVIDE HOUSING OPPORTUNITIES FOR FIRST-TIME HOMEBUYERS Program 13: Homebuyer Assistance
Programs: A few resources are available to Lake
Forest residents. The Mortgage Credit Certificate
(MCC) Program, administered by the County of
Orange, enables lower and moderate income first-
time homebuyers to receive a federal income tax
credit of up to 15% of the annual mortgage
interest paid. The MCC reduces federal income
tax, increases takehome pay, and increases the
qualifying loan amount for homebuyers. Program
assistance is available only to income-eligible
persons and families who have not owned a home
in the last three years. The property must be a
single-family detached home, condominium, or
townhouse.

The Southern California Housing Finance Agency
(SCHFA) raises funds for mortgage financing
through the sale of tax-exempt revenue bonds.

The City cooperates with lenders and the County
in advertising the availability of the SCHFA
program.

Program Objectives:
 Continue to promote the MCC and
SCHFA programs by notifying eligible
applicants to County programs and
providing information on the City’s website
with the goal of assisting five households
to achieve home ownership annually
during the planning period.

Result/Evaluation: Program considered successful. The
City continues to promote and refer individuals to the MCC and SCHFA programs, although the number of
homeownership opportunities through these programs may
have been limited due to the high cost of homes in Orange County. Nonetheless, the City is optimistic that the
increased attention to affordable housing needs at the state level will result in an increase in state-funded programs to assist jurisdictions in providing homebuyer assistance for low- and moderate-income households.

Although the MCC program currently applies only to census tracts outside of Lake Forest, the City will continue to monitor the program for any future applicability to Lake Forest households. Pursuant to a cooperation agreement
with the Lake Forest Housing Authority, persons interested in the Housing Choice Voucher Program (formerly Section 8) are referred to the Orange County Housing Authority.

The County of Orange offers a homeownership program
whereby participants may be able to use housing
assistance subsidies for mortgage payments. The County
also maintains an affordable housing rental list, which contains contact information for affordable rentals
throughout the County. Information is provided on the City’s website.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-21

EQUAL HOUSING OPPORTUNITY
Program 14: Fair Housing Services: Lake
Forest currently contracts with the Fair Housing
Council of Orange County (FHCOC) for the
provision of fair housing services. Services offered
include counseling and information on potential
discrimination and landlord/tenant problems,
special assistance for ethnic minority and single-
headed households (which includes escort
services to locate adequate housing), bilingual
housing literature and video-tape presentations,
day-care services, and housing assistance
counseling.

The City monitors and attempts to minimize
discriminatory housing practices with the
assistance of the FHCOC that is annually funded
by the City’s CDBG. Fair Housing actively
counsels residents on landlord/tenant issues to
help minimize landlord and housing acquisition
policies that utilize discriminatory practices. In
addition to providing educational workshops to
City residents, the organization advocates fair
housing rights on behalf of residents.

Program Objectives:
 Continue to contract with a fair housing
service provider to provide fair housing
services. Maintain the link on the City
website providing information about fair
housing services. Participate in the
Regional Analysis of Impediments to Fair
Housing Choice and work to mitigate
impediments identified in the study.

Result/Evaluation: Program considered successful. The
City is committed to furthering fair housing practices in the community and cooperates with the Fair Housing Council of Orange County to eliminate discriminatory practices
countywide. The City continues to contract with the Fair Housing Council of Orange County. The Fair Housing
Council provides services that include fair housing
enforcement and education, landlord/tenant counseling,
mediation, and homebuyer HUD counseling which includes
first-time homebuyer education and mortgage default
counseling. Services are available to low-to-moderate
income clients free of charge and to others for a moderate donation. Services are available in English, Spanish, and Vietnamese.

In 2016, Lake Forest participated with 15 other Orange
County entitlement cities to prepare a regional Analysis of Impediments to Fair Housing Choice (AI) to fulfill their HUD requirement and remove barriers to fair housing choice for all their residents. The AI examined policies, procedures, and practices within the region that may limit a person’s ability to choose their residence free from discrimination.

The AI provided an overview of laws, regulations,
conditions, or other possible obstacles that may affect an individual or a household’s access to housing in the region.

It also presented local and regional demographic profiles, assessed the extent of housing needs among specific
groups, identified existing barriers or impediments that may limit housing choice, and proposed actions to overcome
those barriers.

More recently, in FY 2021-22, the City awarded FHCOC a
$$7,500 grant to fund counseling services for tenants and landlords, enforcement, and community education in
furtherance of fair housing. FHCOC assisted 70 Lake
Forest households in FY 2019-20.

Continue/Modify/Delete: Continue. This program
continues to be appropriate and is included in the 2021- 2029 Housing Element.

Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-22 Cumulative Evaluation of the Effectiveness in Meeting the Housing Needs of Special Needs Populations While goals, policies, and programs that increase the number and variety of different types of units and maintain the high-quality of existing housing stock benefits all residents in Lake Forest, the 2013 Housing Element included a number of policies and programs to specifically address the needs of special needs populations (e.g., elderly, persons with disabilities, large households, female headed households, farmworkers, and persons experiencing homelessness). To meet the housing needs of special needs populations, the City accomplished the following during the last planning period:
 Elderly
o Program 8: The City allocates CDBG funds to social services agencies that administer housing and supportive services, including services for the elderly. In FY 2019-2020, nine non-profit social services agencies received pass-through CDBG funding from the City to provide support and assistance, including to elderly residents, and comparable assistance was provided in each preceding year of the program.
o Program 9: The City contracts with OCHA to administer the Housing Choice Voucher rental assistance program. During the planning period, 190 very low-income households received assistance annually.
 Persons with Disabilities
o Program 8: As described abov e, the City allocates CDBG funds to social services agencies that administer housing and supportive services, including services for persons with disabilities (including developmentally disabled). In Fiscal Year 2019-2020, nine non-profit social services agencies received pass-thr ough CDBG funding from the City to provide support and assistance, includi ng to persons with disabilities, and comparable assistance was provided in each preceding year of the program.
o Program 14: The City is committed to furthering fair housing practices and cooperates with the Fair Housing Council of Orange County to eliminate discriminatory practices countywide.

The City continues to contract with the Fair Housing Council of Orange County, which provides services that include fair housin g enforcement and education, landlord/tenant counseling and mediation. In 2016, Lake Fore st participated with 15 other Orange County entitlement cities to prepare a regional Analysis of Impediments to Fair Housing Choice (AI) to remove barriers to fair housing choice for all their residents. The AI examined policies, procedures, and practices within the region that may limit a person’s ability to choose their residence free from discrimination. Additionally, the City awarded FHCOC a $7,500 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. FHCOC assisted 70 Lake Forest households in FY 2019-20. o In addition, the City’s Reasonable Accommodatio n Ordinance is codified in Chapter 9.224 of the Zoning Code, and allows for reasonable accommodation (i.e., modifications or exceptions) in the City’s zoning laws and other land use regulations to allow disabled persons an equal opportunity to use and enjoy a dwelling.
 Large Family Households
o Program 14: As described above, the City is committed to furthering fair housing practices and cooperates with the Fair Housing Council of Orange County to eliminate discriminatory practices countywide. The City continues to contract with the Fair Housing Council of Orange County, which provides services that include fair housing enforcement and education, landlord/tenant counseling and mediation. In 2016, Lake Forest participated with 15 other Orange County entitlement cities to prepare a regional Analysis of Impediments to Fair Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-23 Housing Choice (AI) to remove barriers to fair housing choice for all their residents. The AI examined policies, procedures, and practices wi thin the region that may limit a person’s ability to choose their residence free from di scrimination. Additionally, the City awarded FHCOC a $7,500 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fa ir housing. FHCOC assisted 70 Lake Forest households in FY 2019-20.
o In addition, as shown in Table 37, there are sufficient units in Lake Forest to accommodate both large owner and renter households. The City is further addressing the needs of large family households in the 6 th Cycle Housing Element: refer to Program 5, which directs the City to proactively collaborate with housing developers to address the needs of large families.
 Female-Headed Households
o Program 14: As described above, the City cont racts with the Fair Housing Council of Orange County, which provides fair housing services, including for single-headed households (which includes escort services to locate adequate housing). In 2016, Lake Forest participated with 15 other Orange County entitlement cities to prepare a regional Analysis of Impediments to Fair Housing Choice (AI) to remove barriers to fair housing choice for all their residents. The AI examined policies, procedures, and practices within the region that may limit a person’s ability to choose their residence free from di scrimination. Additionally, the City awarded FHCOC a $7,500 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fa ir housing. FHCOC assisted 70 Lake Forest households in FY 2019-20.
 Farmworkers
o Program 4: Zone Change 12-14-4673 was approved on June 16, 2015, which added a definition for “agricultural employee quarters” as well as allowing such housing by right within the City’s Agricultural and Open Space zones.
 Persons Experiencing Homelessness
o Program 6: The City contract s with Mercy House, a non-profit service provider specializing in assisting the homeless. In addition, the City provided funding for a Homeless Liaison Officer position through its law enforcement services contract with the Orange County Sheriff’s Department. The City also provided pass-through CDBG funding annually to local non-profits, including Families Forward, Fam ily Assistance Ministries and South County outreach, that provide food banks, rental assistance, counseling and other forms of assistance to individuals and families at risk of becoming homeless. Further, in 2013, the City amended the Zoning Code to allow emergency shelters by right in the City’s industrial zoning districts, subject to compliance with objective standards consistent with the requirements identified in Government Code Section 65583(a)(4), and transitional and supportive housing by right in all residentia l zoning districts and subject only to the same requirements for residential uses of the same type (e.g., single-family or multi-family) in the same zone.
o Program 7: The City provides financial assist ance to non-profit service agencies that serve persons experiencing homelessness. During the 2019-20 fiscal year, for example, the City assisted 4,314 individuals through CDBG su b-recipient funding of nine non-profit organizations that provide services to homeless and low and moderate-income persons. The total expenditure for this activity was $73,245. Comparable assistance was provided in each Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-24 preceding year of the program. In addition, for the past three years, the City has provided $40,000-$50,000 annually in homeless services contracts. o In addition, Lake Forest supports a regional effort among the various local agencies making up the South Service Planning Area of Orange County.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-25

3. Housing Needs Assessment

3A. Introduction and Background
The purpose of the Housing Needs Assessment is to describe housing, economic, and demographic conditions in Lake Forest, assess the demand for housing for households at all income levels, and document the demand for housing to serve various special needs populations. The Housing Needs Assessment also addresses whether assisted housing projects are at risk of conver ting to market rate projects. The Housing Needs Assessment is intended to assist Lake Forest in developing housing goals and formulating policies and programs that address local housing needs.

Several sources of data were used to describe ex isting demographic and housing conditions, including the following:
 Local Housing Data package for the City of Lake Forest developed by the Southern California Association of Governments (S CAG) and pre-certified by the California Department of Housing and Community Development (HCD) for use in 6th cycle housing elements.
 Data from the 2010 U.S. Census, 2014-2018 U.S. Census American Community Survey (ACS), California Department of Finance (DOF), California Employee Development Department (EDD), and U.S. Department of Housing and Urban Development (HUD) is included to provide information on population, household, housing, income, employment, and other demographic characteristics.
 Regional information from the Fair Housing Council of Orange County.  Other sources of economic data such as inform ation from website rental listings, multiple listing service, and other published data are used where current Census, ACS, DOF, HUD, and other standard data sources do not provide relevant data.  Interviews with key agencies and organizatio ns were conducted to obtain information on housing needs and, in particular, needs of populations with special housing needs.  Research and data related to fair housing, including Census Scope, Social Science Data Analysis Network, the UC Davis Center for Regional Change and Rabobank, N.A., and the California Fair Housing Task Force.

Due to the use of multiple data sources (with varying dates), there are slight va riations in some of the information, such as total population and total household numbers, presented in this document. However, these variations do not significantly affect the discussion of overall housing trends and changes. 3B. Population Trends and Characteristics

POPULATION GROWTH
Table 3 shows population growth for Lake Forest and other jurisdictions in the region from 2000 through 2020. According to data prepared by the California DOF, the population of Lake Forest in 2020 was 84,711 persons, an increase of approximat ely 9.5% since 2010. During the pr evious decade (2000 to 2010), the City’s population increased 31.8% to total 77,395 in 2010, due in large part to the annexation of Foothill Ranch and Portola Hills. Lake Forest’s growth during this time was higher than countywide growth. Orange County population growth rates between 2000 to 2010 and 2010 to 2020 are shown in Table 3. Of neighboring jurisdictions, Irvine had both the greatest numeric ch ange in population (136,079 persons) and the largest percentage change in population (93.4%) between 2000 and 2020.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-26 TABLE 3: POPULATION TRENDS – LAKE FOREST AND NEIGHBORING JURISDICTIONS Jurisdiction 2000 2010 2020
Change
2000-20
% Change
2000-20
Lake Forest 58,707 77,395 84,711 26,004 44.3%
Irvine 145,628 212,375 281,707 136,079 93.4%
Laguna Hills 31,178 30,270 31,508 330 1.1%
Mission Viejo 93,102 93,174 94,267 1,165 1.3%
Rancho Santa Margarita 47,214 47,853 48,793 1,579 3.3%
San Juan Capistrano 33,826 34,593 36,318 2,492 7.4%
Orange County 2,846,289 3,010,232 3,194,332 348,043 12.2% Sources: US Census, 2000; DOF, 2020
AGE
Changes in age groups can indicate future housing needs. Table 4 compares Lake Forest’s age cohort sizes in 2018 with Orange County’s. In Lake Forest, children under 15 years of age comprise 17.8% of the City’s population, teens and young adults (age 15 – 24) represent 11.8%, and adults in family-forming age groups (age 25 – 44) comprise 28.3%. Adults between the ages of 45 and 64 represent 29% of the population and seniors (age 65 and over) comprise 13.1%. In 2018, the median age in Lake Forest (39.0) was higher than that of Orange County (37.8) and 2.7 years higher than the statewide median age (36.3). The median age of City residents increased from the 2010 median age of 34.1.

TABLE 4: POPULATION BY AGE (2018)
Age
Lake Forest Orange County
Number Percent Number Percent
Under 5 Years 5,232 6.3% 188,956 6.0%
5 to 9 4,366 5.3% 189,548 6.0%
10 to 14 5,160 6.2% 206,380 6.5%
15 to 19 4,849 5.8% 208,793 6.6%
20 to 24 4,972 6.0% 218,993 6.9%
25 to 34 12,528 15.1% 453,121 14.3%
35 to 44 10,905 13.2% 415,919 13.1%
45 to 54 13,794 16.6% 453,608 14.3%
55 to 64 10,304 12.4% 388,376 12.3%
65 to 74 6,768 8.2% 249,211 7.9%
75 to 84 2,888 3.5% 131,180 4.1%
85 and Over 1,145 1.4% 60,097 1.9%
TOTAL 82,911 100% 3,164,182 100%
Source: US Census, 2014-2018 ACS

RACE/ETHNICITY
Table 5 shows the ethnic composition of Lake Forest’s population. Similar to Orange County as a whole, the majority of the City’s population are White (67.3%). The next largest racial group is Asian (17.1%), followed by “other race” (7.1%), “two or more races” (4.9%), Black or African American (2.2%), and American Indian or Alaska Native (1.2%), and Native Hawaiian and Pacific Islander (0.1%). More than one-fifth of the population (22.7%) is of Hispanic or Latino origin.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-27 TABLE 5: RACE AND ETHNICITY (2018)
Race/Ethnicity
Lake Forest Orange County
Number Percent Number Percent
White 55,805 67.3% 1,950,902 61.7%
Black or African American 1,845 2.2% 54,732 1.7%
American Indian or Alaska Native 977 1.2% 14,466 0.5%
Asian 14,216 17.1% 635,672 20.1%
Native Hawaiian and Pacific Islander 94 0.1% 9,442 0.3% Some Other Race 5,897 7.1% 370,679 11.7%
Two or More Races 4,077 4.9% 128,289 4.1%
TOTAL 82,911 100% 3,164,182 100%
Hispanic or Latino (of any race) 18,808 22.7% 1,080,195 34.1% Source: US Census, 2014-2018 ACS

EMPLOYMENT
One of the factors that can contribute to an increase in demand for housing is expansion of the employment base. Table 6 shows the employment and unemployment rates for persons 16 years and older that were in the labor force in 2010 and 2018. In 2018, ACS data indi cated that there were 45,788 employed persons in the Lake Forest labor force and that the unemployment rate in Lake Forest was approximately 4.8%, a minor increase from 5.6% in 2010. According to the labor report data compiled by the California EDD, the Anaheim- Santa Ana-Irvine Metropolitan Area’s average annual unemployment rate in 2018 was estimated at 3.0%.

Orange County’s rate was also 3.0%, while California’s was 4.1%.

TABLE 6: JOB GROWTH AND EMPLOYMENT STATUS
2010 2018
Number Percent Number Percent
Total Persons in Labor Force 43,789 100% 48,110 100%
Employed 41,346 94.5% 45,788 95.1%
Unemployed 2,443 5.6% 2,322 4.8%
Sources: US Census, 2010-2014 ACS and 2014-2018 ACS

INDUSTRY AND OCCUPATION
Of Lake Forest’s employed residents, the “Educational services, health care and social assistance” industry employed the most people at 20.0%. The second largest employment sector was the “Professional, scientific, management, administrative, waste management” industry, which had 14.4% of the total employed persons in Lake Forest. The top two employment sectors in Orange County were also the “Educational services, health care and social assistance” industry at 19. 3% and the “Professional, scientific, management, administrative, waste management” industry at 14.4%.

The City’s workforce holds a variety of jobs types as shown in Table 7, with the largest sector (49.5%) working in “Management, business, science, and arts occupations”, followed by 23.4% in “Sales and office” occupations. Employment and occupation trends play an important role in defining housing needs. This relationship extends beyond the impact of employment growth on housing demand in the City and includes how wage levels and median earnings affect the type of housing affordable to workers and households in Lake Forest. For example, there is a significant gap between the median earnings of a resident employed in management and a resident employed in a service occupation. This informs the types of housing needed in the City.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-28 TABLE 7: JOBS BY INDUSTRY (2018)
Industry Number Percent
Agriculture, forestry, fishing and hunting, mining 140 0.3% Construction 2,081 4.5%
Manufacturing 6,148 13.4%
Wholesale trade 1,498 3.3%
Retail trade 4,862 10.6%
Transportation, warehousing, utilities 1,497 3.3%
Information 1,306 2.9%
Finance and insurance, real estate and rental and leasing 3,847 8.4% Professional, scientific, management, administrative, waste mgmt. 6,608 14.4%
Educational services, health care and social assistance 9,131 20.0% Arts, entertainment, recreation, accommodation, food services 4,450 9.7% Other services 2,909 6.4%
Public administration 1,285 2.8%
TOTAL (Civilian Labor Force) 45,762 100%
Armed Forces 26 100%
Source: US Census, 2014-2018 ACS
TABLE 8: JOBS BY OCCUPATION (2018)
Occupation Number Percent Median
Earnings*
Management, business, science, and arts 22,652 49.5% $81,087 Sales and office 10,707 23.4% $41,417
Service 7,223 15.8% $19,792
Production, transportation, and material moving 3,203 7.0% $34,804 Natural resources, construction, and maintenance 1,977 4.3% $40,088 *Median earnings in 12 months prior to survey
Sources: SCAG 6th Cycle Data Package; US Census, 2014-2018 ACS

TRAVEL TO WORK
Approximately 61% of Lake Forest workers aged 16 and over travelled less than 30 minutes to work.

Comparatively, only 6.6% of workers drive more than 60 minutes to work. Most Lake Forest workers, 82.5%, drive alone to work and 7.5% carpool. Table 9 identifies travel time to work, and Table 10 identifies commute methods for Lake Forest workers, in 2018.

TABLE 9: TRAVEL TIME TO WORK (2018)
Number Percent
Less than 10 minutes 3,698 8.8%
10-19 minutes 11,787 28.0%
20-29 minutes 10,216 24.2%
30-44 minutes 11,011 26.1%
45-59 minutes 2,658 6.3%
60 + minutes 2,785 6.6%
Source: US Census, 2014-2018 ACS

TABLE 10: COMMUTE METHOD (2018)
Number Percent
Drive Alone 37,118 82.5%
Carpooled 3,363 7.5%
Public Transportation 437 1.0%
Walk 289 0.6%
Other 948 2.1%
Work at Home 2,810 6.2%
Source: US Census, 2014-2018 ACS

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-29 3C. Household Characteristics
According to the Census, a household is defined as all persons living in a housing unit. This definition includes families (related individuals living together), unrelated individuals living together, and individuals living alone. Householder refers to the person (or one of the people) in whose name the housing unit is owned or rented (maintained) or, if there is no such person, any adult member, excluding roomers, boarders, or paid employees. The number of householders is equal to the number of households; the number of family householders is equal to the number of families.

A housing unit is defined by the Census as a house, an apartment, a mobile home, a group of rooms, or a single room that is occupied (or if vacant, is intende d for occupancy) as separate living quarters. Separate living quarters are those in which the occupants live and eat separately from any other persons in the building and which have direct access from the outside of the building or through a common hall. The occupants may be a single family, one person living alone, two or more families living together, or any other group of related or unrelated persons who share living arrangements.

People living in retirement homes or other group livin g situations are not considered “households” for the purpose of the U.S. Census count. The household characteristics in a community, including household size, income, and the presence of special needs households, are important factors in determining the size and type of housing needed in the City. Table 11 below ident ifies the ages of householders in Lake Forest and Orange County in 2018 based on ACS data from 2014-2018. Homeowner households are generally headed by residents early middle-aged to middle-aged, with 54.8% of homeowner households headed by a resident 35-59 years of age. Renter households are generally younger; about 25.2% of renter households are headed by a person aged 25-34.

TABLE 11: HOUSEHOLDS BY TENURE AND AGE (2018)

Lake Forest Orange County
Number % Number %
Total: 28,713 - 1,032,373 -
Owner Occupied: 19,955 69.5% 592,269 57.4%
Householder 15 to 24 years 58 0.2% 2,053 0.2%
Householder 25 to 34 years 1,764 6.1% 36,065 3.5%
Householder 35 to 44 years 3,070 10.7% 86,899 8.4%
Householder 45 to 54 years 5,410 18.8% 137,678 13.3%
Householder 55 to 59 years 2,451 8.5% 75,371 7.3%
Householder 60 to 64 years 1,878 6.5% 67,259 6.5%
Householder 65 to 74 years 3,429 11.9% 104,985 10.2%
Householder 75 to 84 years 1,494 5.2% 58,068 5.6%
Householder 85 years and older 401 1.4% 23,891 2.3%
Renter Occupied: 8,758 30.5% 440,104 42.6%
Householder 15 to 24 years 237 0.8% 23,193 2.3%
Householder 25 to 34 years 2,211 7.7% 105,489 10.2%
Householder 35 to 44 years 2,144 7.5% 101,763 10%
Householder 45 to 54 years 2,037 7.1% 91,096 8.8%
Householder 55 to 59 years 865 3.0% 33,973 3.3%
Householder 60 to 64 years 496 1.7% 24,592 2.4%
Householder 65 to 74 years 473 1.6% 33,099 3.2%
Householder 75 to 84 years 105 0.4% 16,518 1.6%
Householder 85 years and older 190 0.7% 10,381 1%
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-30 Source: US Census, 2014-2018 ACS 5-Year Data Profile (Table B25007) Table 12 identifies the household sizes by housing tenure. In 2018, the majority of households consisted of 2 to 4 persons. Large households of 5 or more persons made up 9.9% of the total households in Lake Forest, which represents a smaller percentage than the percent of large households residing in Orange County. The average household size was 2.87 persons in Lake Forest, compared to 3.02 persons in the County.

Additionally, the average household size in 2018 for owner-occupied units was 2.89 persons per household, compared to 2.82 persons per household for renter-occupied units.

The City has included Program 5: Facilitate Affo rdable and Special Needs Housing Construction to encourage the production of housing units to accommodate larger households for all income levels, including for extremely very low income households.

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TABLE 12: HOUSEHOLD SIZE BY TENURE (2018)

Lake Forest Orange County
Number % Number %
Owner Households 19,955 100% 592,269 100%
Householder living alone 3,713 18.6% 110,780 18.7%
Households 2–4 persons 14,331 71.8% 404,680 68.3%
Large households 5+ persons 1,911 9.6% 76,809 13%
Average Household Size 2.89 persons 2.99 persons
Renter Households 8,758 100% 440,104 100%
Householder living alone 2,343 26.8% 106,627 24.2%
Households 2–4 persons 5,474 62.5% 263,316 59.8%
Large households 5+ persons 941 10.7% 70,161 15.9%
Average Household Size 2.82 persons 3.06 persons
Total Households 28,713 100% 1,032,373 100%
Householder living alone 6,056 21.1% 217,407 21.1%
Households 2–4 persons 19,805 69.0% 667,996 64.7%
Large households 5+ persons 2,852 9.9% 146,970 14.2%
Average Household Size 2.87 persons 3.02 persons
Sources: SCAG 6th Cycle Data Package; U.S. Census Bureau, 2014-2018 ACS; 2014-2018 ACS 5-Year Data Profile (Table B25009) 3D. Income

HOUSEHOLD INCOME
From 2000 to 2018, the median household income incr eased by 53.7% to $104,449 and the per capita income increased by 57.4% to $44,999. An increase in both per capita and median household incomes also occurred from 2010 to 2018. Table 13 shows per capita and median household incomes in 2000, 2010 and 2018.

TABLE 13: MEDIAN HOUSEHOLD AND PER CAPITA INCOME
2000 2010 2018
Median Household Income $67,967 $91,040 $104,449
Per Capita Income $28,583 $38,844 $44,999
Sources: US Census, 2000; US Census, 2014-2018 ACS
In 2018, the majority (51.6%) of Lake Forest’s households earned more than $100,000 per year. The incidence of households earning less than $35,000 per year was higher among renter households (18.8%) than owner households (10.8%). Table 14 identifies household income by tenure. As shown in Table 14, the average income of owner households is approximately $50,000 more than renter households.

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-32 TABLE 14: HOUSEHOLD INCOME FOR ALL HOUSEHOLDS AND BY TENURE (2018) All Households Owner Households Renter Households
Income Number Percent Number Percent Number Percent
Less than $5,000 664 2.3% 336 1.7% 328 3.7%
$5,000 to $9,999 326 1.1% 150 0.8% 176 2.0%
$10,000 to $14,999 609 2.1% 316 1.6% 293 3.3%
$15,000 to $19,999 448 1.6% 301 1.5% 147 1.7%
$20,000 to $24,999 558 1.9% 336 1.7% 222 2.5%
$25,000 to $34,999 1,194 4.2% 700 3.5% 494 5.6%
$35,000 to $49,999 2,564 8.9% 1,293 6.5% 1,271 14.5%
$50,000 to $74,999 4,063 14.2% 2,199 11.0% 1,864 21.3%
$75,000 to $99,999 3,465 12.1% 2,325 11.7% 1,140 13.0%
$100,000 to $149,999 5,878 20.5% 4,151 20.8% 1,727 19.7% $150,000 or more 8,944 31.1% 7,848 39.3% 1,096 12.5%
Median Household
Income $104,449 $123,913 $70,654
Source: US Census, 2014-2018 ACS

HOUSEHOLDS BY INCOME GROUP
A special aggregation of 2013-2017 ACS data perfor med by HUD – titled the Comprehensive Housing Affordability Strategy (CHAS) data – provides a breakdown of households by income group by tenure. The number of households in Extremely Low, Very Low, Low, and Moderate/Above Moderate income groups is shown in Table 15. The majority of households (64.6%) are above moderate income. The HUD CHAS data indicates the extremely low-income group represents 9.9% of households, and a higher proportion are renters (1,470) than owners (1,305). The very low-income group represents 9.6% of households and the low-income group represents 15.9% of households. The smaller amount of extremely low and very low-income households in the City is likely due to the limited housing opportunities for the lower income groups in Lake Forest, including a deficiency of housing with affordable rent. The City’s RHNA (see Table 30) identifies the City’s share of regional housing needs for extremely low, very low, and low-income households, as well as for moderate and above moderate-income households. As shown in Table 15, there is a larger proportion of renters in the extremely low, very low, and low-income groups, while there is a larger proportion of moderate and above moderate-income groups in owner households.

TABLE 15: HOUSEHOLDS BY INCOME GROUP (2017)
Income Group Total Owner Renter
Households Percent Households Percent Households Percent Extremely Low (<30% AMI) 2,775 9.9% 1,305 6.7% 1,470 17.1% Very Low (31–50% AMI) 2,670 9.6% 1,345 6.9% 1,325 15.4% Low (51–80% AMI) 4,460 15.9% 2,555 13.2% 1,905 22.2%
Moderate and Above Moderate
(>80% AMI) 18,060 64.6% 14,180 73.2% 3,880 45.2%
TOTAL 27,965 100% 19,385 100% 8,580 100%
Source: HUD Comprehensive Housing Affordability Strategy (CHAS), 2013-2017 Available: https://www.huduser.gov/portal/datasets/cp.html

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POVERTY LEVELS
The 2014-2018 ACS data indicates that 909 (4.3%) of all Lake Forest families and 5,839 individuals (7.1%), had incomes at or below the poverty level. According to the ACS data, poverty rates are disparate between races and economic indicators are particularly severe for Hispanic and Latino populations. In 2018, Hispanics/Latinos had a poverty rate of 11.8% compar ed to 6.5% for African Americans/Blacks, 5.9% for Whites, 5.8% for Asians, and 5.3% for American Indian and Alaska Natives.

The level of poverty in a jurisdiction often infl uences the need for housing to accommodate those persons and families in the very low and low-income categories. The U.S. Census Bureau measures poverty by using a set of money income thresholds that vary by family size and composition of who is in poverty. If a family’s total income is less than the family’s threshold, then t hat family and every individual in it is considered in poverty. For example, the poverty threshold for a family of two with no children would be $17,120, a household of two with a householder aged 65 or older and no children has a poverty threshold of $15,453, and the poverty threshold of a family of four with two children under the age of 18 would be $25,926. ( U.S.

Census Bureau, 2019).

Extremely Low-Income Households
Extremely low-income (ELI) households are defined as those earning up to 30% of the area median household income. For Orange County, the median household income in 2020 was $103,000. For ELI households in Lake Forest (and the rest of Orange County) , this results in an income of $38,450 or less for a four-person household or $26,950 for a one-person household. ELI households have a variety of housing situations and needs. For example, most families and individuals receiving only public assistance, such as social security insurance or disability insurance are considered ELI households. Table 16 provides representative occupations with hourly wages that are within or close to the ELI income range. As shown in Table 15, ELI households make up 9.9% of all households in Lake Forest. Based on Table 28, 80.5% of ELI households in Lake Forest pay more than 30% of their incomes for housing.

TABLE 16: OCCUPATIONS WITH WAGES FOR EXTREMELY LOW-INCOME HOUSEHOLDS (2020) Occupation Title Median Hourly Wage
Laborers and Freight, Stock, and Material Movers $12.70 Telemarketers $12.43
Waiters and Waitresses $12.07
Retail Salespersons $12.03
Ambulance Drivers and Attendants, Ex cept Emergency Medical Technicians $11.94 Cooks, Fast Food $11.63
Couriers and Messengers $11.61
Personal Care Aides $11.59
Hosts and Hostesses, Restaurant, Lounge, and Coffee Shop $11.52 Amusement and Recreation Attendants $11.42
Cashiers $11.42
Parking Lot Attendants $11.41
Source: Employment Development Department, Long-Term Occupational Projections 2016-2026 (accessed January 2021) Pursuant to Government Code Section 65583(a)(1), 50% of Lake Forest’s very low-income regional housing needs assigned by HCD are projected to be extremely lo w-income households. As a result, from the very low-income need of 954 units (see Table 29), the City has a projected need of 477 units for extremely low- income households (i.e., households earning 30% or less of the average median income). Based on current figures, extremely low-income hou seholds will most likely be facing an overpayment, overcrowding, or substandard housing conditions. Some extremely low-income households could include individuals with Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-34 mental or other disabilities and special needs. To address the range of needs of ELI households, the City will implement several programs including the following programs (refer to the Housing Plan for more detailed descriptions of these programs):
 Program 5: Facilitate Affordable and Special Needs Housing Construction  Program 9: Sites for Homeless Shelters/Hom eless Prevention and Assistance Services  Program 10: Transitional/Supportive and Affordable Housing  Program 11: Coordination with Social Service Agencies 3E. Housing Characteristics

HOUSING TYPE
Table 17 identifies the types of housing units in Lak e Forest in 2020. The table summarizes total housing stock according to the type of structure. As shown in the table, the majority of housing in Lake Forest is single-family detached housing, which accounted for 58. 8% of units in 2020. Mobile/manufactured homes represent 4.2% of the housing stock. Multi-family uni ts represent 26.1% of the housing stock, with duplex through fourplex units accounting for 5.0% and multi-family developments with five or more units accounting for 21.1%. Single-family attached homes represent 14.9% of housing units.

TABLE 17: HOUSING STOCK BY TYPE AND VACANCY (2020)

Total
Single Family Multi-family Mobile
Homes
Occupied Vacant
Detached Attached 2 – 4 5 + Units
Units 30,244 16,567 4,508 1,525 6,369 1,275 28,831 1,413 Percent 100% 58.8% 14.9% 5.0% 21.1% 4.2% 95.3% 4.7%
Sources: SCAG 6th Cycle Data Package; DOF E-5 Report 2020

VACANCY RATE
Table 17 also shows the number and percentage of occupied units and the percentage of vacant units. It is important to note that these counts include all vacant units, including those units that are newly constructed but not yet occupied. In order for the housing market to function properly in a city, there should always be some level of housing vacancy, otherwise rents or housing prices could skyrocket. The 4.7% vacancy rate in Lake Forest is considered low (the historical equilibrium in California is 5.5% for rental vacancy and 1.2% for homeownership vacancy).1
The 2014-2018 ACS data indicates that there were 1,282 vacant units in 2018. As shown in Table 18, of the total vacant units in 2018, 284 were for rent, 170 were for sale, 394 were rented or sold but not yet occupied, and 313 were for seasonal, recreational, or occasional use. The overall vacancy rate in Lake Forest in 2018 was 4.3%, a rate which has fluctuated slightly since 2010.

TABLE 18: VACANCY BY TYPE (2018)
Vacancy Type Number Percent
For rent 284 22.2%
Rented, not occupied 112 8.7%
For sale only 170 13.3%
Sold, not occupied 282 22.0%
For seasonal, recreational, or occasional use 313 24.4% For migrant workers 0 0.0%
Other vacant 121 9.4%

1 “California’s low residential vacancy rates signal more construction,” First Tuesday Journal (February 15, 2021).

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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-35 TOTAL 1,282 100%
Source: US Census, 2014-2018 ACS
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-36

HOUSING CONDITIONS
The U.S. Census provides only limited data that can be used to infer the condition of Lake Forest’s housing stock. In most cases, the age of a community’s housing stock is a good indicator of the condition of the housing stock. Moreover, many federal and state progr ams also use the age of housing as one factor in determining housing rehabilitation needs. Typically, housing over 30 years of age is more likely to have rehabilitation needs that may include pl umbing, roof repairs, electrical re pairs, foundation rehabilitation, or other significant improvements.

The 2014-2018 ACS data indicates that just over half of the housing in the City is less than 40 years old (in 2018); 57.6% of units were built in 1980 or later. Another 32.9% of units were built between 1970 and 1979.

Due to the relatively young age of the City’s housing stock, overall housing conditions are good. While units built after 1970 may require new roofs and windows, it is anticipated that most units built after 1970 would not need significant rehabilitation to the structure, foundation, electric al, and plumbing systems. Units built prior to 1970 may require aesthetic and maintenance repairs including roof, window, and paint improvements and some units in this age range may also require si gnificant upgrades to structural, roof, plumbing, and other systems.

When examining a housing stock to determine what condition it is in, there are certain factors that the Census considers. For example, older units may not have plumbing that is fully functional, or the plumbing might be substandard. Table 19 indicates that a small percentage of dwelling units (0.5%), which were either owner- occupied or vacant, lacked complete plumbing facilities in 2018.

TABLE 19: HOUSING STOCK CONDITIONS (2018)
Year Structure Built
Owner-Occupied Renter-Occupied Total
Number Percent Number Percent Number Percent
2014 or later 792 4.0% 528 6.0% 1,659 5.5%
2010 to 2013 166 0.8% 94 1.1% 300 1.0%
2000 to 2009 349 1.7% 233 2.7% 627 2.1%
1990 to 1999 3,815 19.1% 1,646 18.8% 5,533 18.4%
1980 to 1989 5,994 30.0% 2,788 31.8% 9,170 30.6%
1970 to 1979 6,937 34.8% 2,604 29.7% 9,879 32.9%
1960 to 1969 1,571 7.9% 642 7.3% 2,273 7.6%
1950 to 1959 214 1.1% 177 2.0% 391 1.3%
1940 to 1949 52 0.3% 9 0.1% 61 0.2%
1939 or earlier 65 0.3% 37 0.4% 102 0.3%
TOTAL 19,955 100% 8,758 100% 29,995 100%
Plumbing Facilities
Units with Complete Plumbing
Facilities
19,926 99.9% 8,758 100% 29,844 99.5%
Units Lacking Complete Plumbing
Facilities
29 0.1% 0 0.0% 151 0.5%
Source: US Census, 2014-2018 ACS (Table B25036)
The City’s housing stock remains relatively new with only 9.5% of dwelling units in Lake Forest having been constructed prior to 1970, and as such, structural deterioration and maintenance problems are rare. Code enforcement officers conducted a window survey of 600 homes in southwest Lake Forest (the oldest neighborhood most in need of attention) to assess the condition of housing stock in Lake Forest. Of the 600 homes, no homes were identified to need major rehabilit ation or replacement. Most, most issues noted included minor exterior issues such as deteriorated paint, dead or dying landscaping, broken windows, etc.

One was considered to need major rehabilitation or replacement. This equates to 0.1%. Based on a total Item: 11
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City of Lake Forest GENERAL PLAN │ Adopted Housing Element Background Report │ Page BR-37 housing stock of 30,244 (per Table 3-15), this equates to an estimate of up to 30 units which may be in need of rehabilitation or replacement citywide. The City’s Code Enforcement staff have estimated that a very low percentage of housing units are in need of substantial rehabilitation or replacement. Nonetheless, the goal of the City’s Code Enforcement program is to address housing concerns before they become serious problems. The City has introduced Program 24, Neighborhood Improvement Task Force, to address the need of the City’s older neighborhoods. The City’s first Neighborhood Improvement Plan is being prepared for Southwest Lake Forest, and as described in the Program, the City has committed $70,500 to implementing improvements in the Southwest Lake Forest neighborhood from 2021-2023.

To supplement the Census information regarding housing conditions, the City of Lake Forest included specific questions pertaining to the quality of the City’s hou sing stock in its Housing Element Update community survey, which was posted for over one month (this is further detailed in Appendix B). When asked to rate the physical condition of the residence they lived in, 39.4% responded that their home shows signs of minor deferred maintenance such as peeling paint or chipped stucco while 54.5% indicated that their home was in excellent condition. Another 9.1% of respondents indicated that their home was in need of a modest repair (like a new roof or new siding) and no one reported t hat their home needed a major repair (such as new foundation, complete new plumbing, or complete new electrical). Although the sample size was small, renters (57.1%) were just as likely as homeowners (53.8%) to respond that their residence was in excellent condition.

Community members were also asked to report the type of home improvements they have considered making to their homes. The most popular answer s that applied were painting, new heating and air conditioning, and roofing.

Additionally, the City’s Planning Division’s assessment is that, while there are a limited number of homes in need of significant repair scattered throughout various nei ghborhoods in the City, there are no areas of the City in which it appears that a preponderance of the ho mes need major repair. In general, areas of the City with older homes have a greater number in need of major repair. The City will continue to implement its residential Rehabilitation Loan Program (RLP) using CD BG funds (when available) to help qualified homeowners to rehabilitate substandard housing.

OVERCROWDING
Typically, a housing unit is considered overcrowded if there is more than one person per room and severely overcrowded if there are more than 1.5 persons per room. Table 20 summarizes overcrowding data for Lake Forest. It should be noted that kitchenettes, strip or Pullman kitchens, bathrooms, porches, balconies, foyers, halls, half-rooms, utility rooms, unfin ished attics, basements, or other sp ace for storage are not defined as rooms for Census purposes.

Overcrowded households are usually a reflection of the lack of affordable housing available. Households that cannot afford housing units suitably sized for their families are often forced to live in housing that is too small for their needs, which may result in poor physical condition of the dwelling unit. In 2018, 1,364 housing units (4.8% of the total occupied units) were overcrowded, which represented 2.1% of owner-occupied units and

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