Agenda packet — Lake Forest City Council, March 7, 2023 (part 1 of 2)

AGENDA

LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, March 7, 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. 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]. Email comments will be uploaded to the agenda packet and made part of the official public record of the meeting and will not be read at the meeting. To ensure staff reviews all comments prior to the City Council meeting, please submit email comments no later than 5:00 p.m. the day of the meeting.

PUBLIC COMMENT: Members of the public may provide comments in-person at the meeting. 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.

March 7, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 1 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
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

INITIATION OF LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(D)(4)
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.

March 7, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 2 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 Sheikh Tarik Ata, Orange County Islamic Foundation.

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

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

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

PRESENTATIONS: (Item Nos. 2 – 3)

2. COMMUNITY EMERGENCY RESPONSE TEAM PROGRAM
RECOMMENDED ACTION: 1. Present Certificates of Completion to the graduates of the Community Emergency Response Team Program 2.

Present Certificates of Recognition to members of the Lake Forest Community Emergency Response Team

3. CITY OF HOPE CANCER CENTER PLANNED FOR FIVE POINT

GATEWAY IN IRVINE
RECOMMENDED ACTION: Receive and file.

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.

March 7, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 3 CONSENT CALENDAR (Item Nos. 4 – 7)
All matters listed under the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless Members of the City Council, the public, or staff request specific items be removed from the Consent Calendar for separate action.

4. MOTION TO WAIVE 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.

5. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON FEBRUARY 21, 2023
RECOMMENDED ACTION: Approve as submitted.

6. CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION: Approve the warrant register in the amount of $3,049,101.09 as submitted.

7. NOTICE OF COMPLETION FOR THE SPORTS PARK PAVER
REPLACEMENT PROJECT PW 2020-11 AND APPROVAL OF
CONTRACT CHANGE ORDER NO. 2
RECOMMENDED ACTION: 1. Approve Contract Change Order No. 2 with IE General Engineering, Inc. for the Sports Park Paver Replacement Project (PW 2020-11) and authorize the City Manager to execute the document in the amount of $34,512. 2. Find that IE General Engineering, Inc. has completed construction of the Sports Park Paver Replacement Project (PW 2020-11). 3. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City. 4. Authorize City Clerk to submit Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of City Council approval, as required by Section 9204 of the California Civil Code. 5.

Authorize staff to release any unencumbered retention in accordance with California law.

March 7, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 4 PUBLIC HEARING(S) (Item No. 8)
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.

8. ORDINANCE AMENDING SECTIONS 9.04.030 AND 9.146.050 OF THE

LAKE FOREST MUNICIPAL CODE REGARDING ACCESSORY

DWELLING UNITS AND JUNIOR ACCESSORY DWELLING UNITS TO
COMPLY WITH SB 897
RECOMMENDED ACTION: Introduce for first reading an Ordinance entitled: AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING SECTIONS 9.04.030 AND

9.146.050 OF THE LAKE FOREST MUNICIPAL CODE GOVERNING

ACCESSORY DWELLING UNITS AND JUNIOR ACCESSORY DWELLING

UNITS AND FINDING THE ACTION TO BE EXEMPT FROM CEQA
DISCUSSION/ACTION ITEMS (Item Nos. 9 – 10)
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.

9. SALE OF PROPERTY TO THE IRVINE RANCH WATER DISTRICT
RECOMMENDED ACTION: 1. Adopt a Resolution Entitled: A RESOLUTION

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

APPROVING THE SALE OF SERRANO SUMMIT PASSIVE PARK (APN
610-691-41) TO IRVINE RANCH WATER DISTRICT AND AUTHORIZING

THE CITY MANAGER TO EXECUTE A PURCHASE AND SALE
AGREEMENT ON BEHALF OF THE CITY. 2. Adopt a Resolution Entitled: A

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2021-2023 OPERATING BUDGET;
AMENDING REVENUE ESTIMATES FOR FISCAL YEAR 2022-23. 3. Find that the foregoing actions are exempt from environmental review under the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines (Cal. Code. Regs. Title 14) Section 15312, which applies to the declaration and sale of surplus government property.

March 7, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 5 RECOMMENDED ACTION: Exercise City Council discretion to either: 1.

Appoint a representative to the Orange County Vector Control District Board of Trustees to serve until January 1, 2024. 2. Approve FPPC Form 806 and authorize the City Clerk to post the form on the City’s website Or

3. Direct the City Clerk to advertise notice of the appointment opportunity pursuant to the Local Appointments Act to fill the Orange County Vector Control District Board of Trustee vacancy.

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:

March 7, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 6

10. APPOINTMENT OF CITY REPRESENTATIVE TO ORANGE COUNTY

VECTOR CONTROL DISTRICT BOARD OF TRUSTEES
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 March 2, 2023.

Lisa Berglund
City Clerk
March 7, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 7

CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/7/2023
DEPARTMENT: City Manager
SUBJECT:

COMMUNITY EMERGENCY RESPONSE TEAM PROGRAM
RECOMMENDED ACTION(S):

1. Present Certificates of Completion to the graduates of the Community Emergency Response Team Program

2. Present Certificates of Recognition to members of the Lake Forest Community Emergency Response Team
EXECUTIVE SUMMARY:

The Community Emergency Response Team program is a community-based volunteer effort and a component of the U.S. Department of Homeland Security's Federal Emergency Management Agency ("FEMA"). The City of Lake Forest Community Emergency Response Team (”CERT”) is a recognized member of the National Community Emergency Response Team program.

On February 25, 2023, fourteen Lake Forest residents completed the City's sixth CERT Basic Training program. The CERT program is about readiness, people helping people, safety, and doing the greatest good for the greatest number in the shortest amount of time. The CERT Basic Training program includes eight courses and a final exercise encompassing all skills learned throughout the program:
•Disaster Preparedness
•Fire Safety and Utility Controls
•Medical Operations Part I and Part II
•Light Search and Rescue Operations
•CERT Organization
•Disaster Psychology
•Terrorism
•Disaster Simulation
Item: 2
8 Class Six is the first class taught by Steve Root and Robert Elloreaga, who are Lake Forest CERT members. Mr. Root and Mr. Elloreaga completed the Train- the-Trainer course in August 2022. Next month, three more Lake Forest CERT members will complete the Train-the-Trainer course with the anticipation of teaching the next class starting at the end of March.

Tonight, the City would like to recognize the graduates from Class Six of the CERT Basic Training program. A sample template of the certificate of completion to be presented to each CERT Basic Training graduate is affixed to this report (Attachment 1). In addition, staff would like to recognize six CERT members for their leadership and dedication to the Lake Forest CERT program (Attachment 2).

Staff recommends the City Council present each CERT Basic Training program graduate with a certificate of completion and CERT members a certificate of recognition.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

1. Certificate of Completion Template

2. Certificate of Recognition Template
Initiated By: Sharlyn De la Paz, Senior Management Analyst Submitted By: Sean McGovern, Assistant to the City Manager Approved By: Debra Rose, City Manager
Item: 2
9 ATTACHMENT 1
Item: 2
10 CERTIFICATE OF COMPLETION

THE LAKE FOREST CITY COUNCIL

HEREBY RECOGNIZES
NAME

FOR COMPLETING THE

CITY OF LAKE FOREST

COMMUNITY EMERGENCY RESPONSE TEAM

BASIC TRAINING
March 7, 2023
_______________________________

DOUG CIRBO
Mayor
__________________________

MARK TETTEMER
Mayor Pro Tem
__________________________
ROBERT PEQUEÑO
Council Member
__________________________

SCOTT VOIGTS
Council Member
__________________________

BENJAMIN YU
Council Member
Item: 2
11 ATTACHMENT 2
Item: 2
12 CERTIFICATE OF RECOGNITION

THE LAKE FOREST CITY COUNCIL

HEREBY RECOGNIZES
Name
For your continued dedication to the
Lake Forest Community Emergency Response Team
March 7, 2023
.
_______________________________

DOUG CIRBO
Mayor
__________________________

MARK TETTEMER
Mayor Pro Tem
__________________________
ROBERT PEQUEÑO
Council Member
__________________________

SCOTT VOIGTS
Council Member
__________________________

BENJAMIN YU
Council Member
Item: 2
13 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/7/2023
DEPARTMENT: City Clerk
SUBJECT:

CITY OF HOPE CANCER CENTER PLANNED FOR FIVE POINT GATEWAY IN IRVINE
RECOMMENDED ACTION(S):

Receive and file.

EXECUTIVE SUMMARY:

During the January 3, 2023, City Council meeting, Council Member Yu requested a presentation on the City of Hope Cancer Care Center (“Center”) planned for FivePoint’s Great Park Neighborhood in Irvine. Tonight, Nisha Morris, Vice President of Marketing and Communications for the City of Hope, will provide an overview of the project. City of Hope and FivePoints are collaborating to build a $200 million, 190,000-square-foot building that will be an innovative cancer research and treatment center. These plans include what will be Orange County’s only specialty hospital adjacent to a research and treatment facility dedicated solely to treating and curing cancer. In addition to treatment, diagnostic services and research, the new campus will offer personalized support care.

Support services will include palliative care, psychiatrists, social workers, and other specialists that can address physical and emotional issues that can arise during and after treatment.

FISCAL IMPACT:

There is no fiscal impact associated with this item.

ATTACHMENTS:

None.

Initiated By: Lisa Berglund, City Clerk
Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 3
14 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/7/2023
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: 4
15 MINUTES OF A REGULAR MEETING

OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST

The regular meeting of the City Council of the City of Lake Forest held Tuesday, February 21, 2023, at the Lake Forest City Council Chambers, 100 Civic Center Drive, Lake Forest, California, was called to order at 5:30 p.m. with four members present and Mayor Cirbo absent.

ROLL CALL:

Council Members:

Robert Pequeño
Scott Voigts
Benjamin Yu
Mayor Pro Tem: Mark Tettemer
Mayor: Doug Cirbo (absent)

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

CLOSED SESSION

1. CONFERENCE WITH LEGAL COUNSEL- ANTICIPATED LITIGATION

INITIATION OF LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(D)(4)
NUMBER OF POTENTIAL CASES: 1

ACTION: Closed session was conducted.

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

RECONVENE: City Council reconvened to continue regular City business.

ACTION: City Attorney Richardson had no action to report.

PUBLIC COMMENT: Andrew O’Connor expressed his concerns with Best, Best & Krieger.

PUBLIC SESSION:

INVOCATION: The Invocation was provided by Deacon Dan Diesel, Santiago De Compostela Catholic Church.

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

Item: 5
16 February 21, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 2 of 7

PRESENTATIONS: (Item Nos. 2 – 3)
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Item No. 3. The motion carried by a vote of 4/0, with Mayor Cirbo absent.

2. PRESENTATION ON THE CITY OF HOPE CANCER CENTER PLANNED FOR

FIVE POINT GATEWAY IN IRVINE

The City of Hope requested to reschedule their presentation to a later date.

3. PRESENTATION ON THE STATUS OF NATURAL GAS PRICES

Southern California Edison Public Affairs Manager Juan Gonzalez provided a presentation. No public comments were offered. City Council questions were asked and answered.

ACTION: The presentation was received and filed.

PUBLIC COMMENTS:

Laura Redanz expressed her concerns on the renovation project at Vintage Park and expressed concerns with the progress of the project and safety issues.

Andrea Alexander expressed her concerns of the policy for use of City facilities.

Andrew O’Connor expressed his concerns with spending on various City services and programs.

Trevor Peters expressed his concerns on the renovation project at Vintage Park and expressed concerns with the progress of the project and safety issues.

Bob Holtzclaw expressed his concerns with the sewer line on the side of San Diego Creek.

CONSENT CALENDAR: (Item Nos. 4 – 9)
Council Member Yu pulled Item No. 6 for discussion.

MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Consent Calendar Item Nos. 4-5, and 7-9. The motion was carried by a vote of 4/0, with Mayor Cirbo absent.

4. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES

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

5. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON FEBRUARY 7, 2023
Item: 5
17 February 21, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 3 of 7

ACTION: The minutes were approved as revised by the City Clerk.

7. FIFTH AMENDMENT TO AGREEMENT WITH RICK ENGINEERING

COMPANY FOR STREET AND TRAFFIC ON-CALL ENGINEERING
SERVICES - TASK ORDER #5 - INTERSECTION IMPROVEMENTS OF BAKE PARKWAY AT TRABUCO RD/IRVINE BLVD.

ACTION: The Fifth Amendment to the Professional Consultant Services Agreement for On-Call Street and Traffic Services with Rick Engineering Company for a term extension to provide construction support for Intersection Improvements of Bake Parkway at Trabuco Rd/Irvine Blvd was approved. The Mayor was authorized to sign, and the City Clerk to attest, the Fifth Amendment substantially in the form attached.

8. MONTHLY TREASURER'S REPORT - JANUARY 2023

ACTION: The monthly treasurer’s report was received and filed.

9. NOTICE OF COMPLETION FOR ARBOR ACCESS RAMP (PW2019-17)

ACTION: The City Council found that Elegant Construction, Inc. had completed construction of the Arbor Access Ramp (PW 2019-17), approved the Notice of Completion and authorized the Mayor to execute the document on behalf of the City, authorized the City Clerk to submit Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code, and authorized staff to release any unencumbered retention in accordance with California law.

ITEMS PULLED FOR DISCUSSION: (Item No. 6)

6. AMENDMENT TO AGREEMENT WITH TAIT & ASSOCIATES, INC. FOR

STREET AND TRAFFIC ON-CALL ENGINEERING SERVICES - TASK ORDER #10 WIDENING/REALIGNMENT OF JERONIMO ROAD AT EL TORO ROAD

Council Member Yu inquired as to whether he could vote on this item, as he voted on it while a Commission Member on the Traffic and Parking Commission.

City Manager Rose confirmed that he could vote on this item again.

MOTION: It was moved by Council Member Yu, seconded by Council Member Voigts, to approve the Third Amendment to the contract for On-Call Street and Traffic Services with Tait & Associates, Inc. – Task Order #10 Widening/Realignment of Jeronimo Road at El Toro Road, authorize the Mayor Item: 5
18 February 21, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 4 of 7

to sign, and the City Clerk to attest, the Third Amendment substantially in the form attached. The motion was carried by a vote of 4/0, with Mayor Cirbo absent.

DISCUSSION/ACTION ITEMS: (Item Nos. 10 – 13)

10. COMMISSION APPOINTMENTS TO CITY COMMISSIONS

City Manager Rose introduced this item and invited City Clerk Berglund to provide a presentation. City Clerk Berglund summarized the item. No public comment was offered. City Council questions were asked and answered.

Council Member Yu nominated Loretta Herrin to the Community Services Commission. Council Member Pequeño ratified Council Member Yu’s appointment.

MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to instruct the City Clerk to reopen the recruitment for applications and include the current applications in the applicant pool to fill the vacancy on the Traffic and Parking Commission. The motion was carried by a vote of 4/0, with Mayor Cirbo absent.

11. CONSIDERATION OF INCREASED FUNDING FOR THE CITY'S SHOP & DINE COMMUNITY GIFT CARD PROGRAM WITH YIFTEE, INC.

City Manager Rose introduced this item and invited Assistant to the City Manager McGovern and Senior Advisor at HdL Companies Ken Duran to provide a presentation. Andrew O’Connor provided public comment on his concerns with the Catalytic Converter Program. City Council questions were asked and answered.

MOTION: It was moved by Council Member Pequeño, seconded by Council Member Voigts, to authorize the City Manager to enter into the attached BOGO Campaign Quickstart Agreement with Yiftee, Inc. and solely include the $25, $50, and $100 gift card options in the Shop & Dine Community Gift Card Program and 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. Council Member Voigts seconded the motion and suggested the city only have one round.

SUBSTITUTE MOTION: It was moved by Council Member Yu, seconded by Council Member Voigts, to authorize the City Manager to enter into the attached BOGO Campaign Quickstart Agreement with Yiftee, Inc. and solely include $50 and $100 gift card options in the Shop & Dine Community Gift Card Program, authorize staff to work with the Consultant and Yiftee to get the best of the Item: 5
19 February 21, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 5 of 7

relationship for the benefit of the program and gift card purchasers, and 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. The substitute motion was carried by a vote of 4/0, with Mayor Cirbo absent.

12. SALE OF PROPERTY TO THE IRVINE RANCH WATER DISTRICT

STATEMENT READ INTO THE RECORD

Mayor Pro Tem Tettemer - I am an employee of Irvine Ranch Water District and although I am permitted to vote on this item, I have chosen not to vote to ensure that there is no appearance of bias on my part. Because IRWD is a public agency, and because I do not work for the department involved in this item, under the California Government Code I have a non-interest in this item and am permitted to vote. However, in keeping with my past practice related to approvals associated with the Serrano Summit development involving the exercise of significant discretion by the City Council, I am choosing not to participate on this item.

Mayor Pro Tem Tettemer recused himself from this item and exited the City Council Chambers. Council Member Pequeño presided over this item. City Manager Rose introduced the item and invited Assistant City Manager Neves to provide a presentation. No public comment was offered. City Council questions were asked and answered.

MOTION: It was moved by Council Member Voigts, seconded by Council Member Pequeño, to adopt a Resolution Entitled: A RESOLUTION OF THE

CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING THE SALE OF SERRANO SUMMIT PASSIVE PARK (APN 610-691-41) TO

IRVINE RANCH WATER DISTRICT AND AUTHORIZING THE CITY MANAGER

TO EXECUTE A PURCHASE AND SALE AGREEMENT ON BEHALF OF THE CITY, adopt a Resolution Entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2021-2023 OPERATING BUDGET; AMENDING REVENUE ESTIMATES FOR FISCAL YEAR 2022-23, and find that the foregoing actions are exempt from environmental review under the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines (Cal. Code. Regs. Title 14) Section 15312, which applies to the declaration and sale of surplus government property. The motion failed by a 2/1 vote, with Council Member Yu abstaining, Mayor Pro Tem Tettemer recusing himself, and Mayor Cirbo absent.

Mayor Pro Tem Tettemer returned to the City Council Chambers to chair the remainder of the meeting.

Item: 5
20 February 21, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 6 of 7

13. 2023 LEGISLATIVE PLATFORMCity Manager Rose introduced the item and invited Assistant to the City Manager McGovern to provide a presentation. No public comment was offered. City Council questions were asked and answered.

MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to adopt the proposed 2023 Legislative Platform. The motion was carried by a vote of 4/0, with Mayor Cirbo absent.

MOTION: It was moved by Council Member Yu, seconded by Council Member Voigts, to add language opposing legislation promoting affirmative action.

Discussion ensued amongst Council Members. It was the consensus of the Council to continue this item to a future meeting and have the City Attorney draft language that reflects the City’s position on affirmative action.

Discussion ensued amongst Council Members regarding Council Member Voigts’ recommendation to add language supporting the development of desalination. It was the consensus of the Council to continue this item to a future meeting and have the City Attorney draft language that reflects the City’s position on desalination.

CITY MANAGER'S REPORT: City Manager Rose had nothing further to report.

CITY COUNCIL COMMENTS:

Council Member Pequeño:

Council Member Pequeño thanked staff for all their
hard work and congratulated Loretta Herrin on being
appointed to the Community Services Commission.

Council Member Voigts:

Council Member Voigts thanked staff for all their hard
work on the Shop & Dine program and expressed how
much he appreciated the benefits of the program.

Council Member Yu:

Council Member Yu thanked staff for all their hard
work on the Shop & Dine program. He reported on his
attendance on tours of various region facilities and the Emergency Preparedness event hosted by ACC-OC.

Mayor Pro Tem Tettemer:

Mayor Pro Tem Tettemer thanked staff for their
efforts. He requested consensus to establish an Ad
Hoc Council Committee to discuss Resolutions and
City Council correspondence. Consensus was
provided by Council Member Pequeño.

Item: 5
21 February 21, 2023 LAKE FOREST CITY COUNCIL AGENDA Page 7 of 7

ADJOURNMENT: The regular meeting of the City Council was adjourned at 8:24 p.m.

Respectfully submitted:

APPROVED:

LISA BERGLUND, MPA MARK TETTEMER

CITY CLERK MAYOR PRO TEM

Item: 5
22 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/7/2023
DEPARTMENT: Finance
SUBJECT:

CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION(S):

Approve the warrant register in the amount of $3,049,101.09 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 $3,049,101.09.

ATTACHMENTS:

Warrant Register
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 6
23 ATTACHMENT 1
Item: 6
24 This warrant register includes:

Total manual warrants - $
Total current warrants 3,049,101.09 $
Grand total warrant register 3,049,101.09$
The following warrants are in excess of $10,000:

AMOUNT
ABTECH TECHNOLOGIES INC. 70382 19,786.28
AGE WELL SENIOR SERVICES 70327 11,482.00
ARCADIAN BANK 70333 30,000.00
BEAR ELECTRICAL SOLUTIONS INC. 70336 40,236.68
BEST BEST & KRIEGER LLP 70337 78,807.51
CHARLES ABBOTT ASSOCIATES INC 70393 97,749.41
COUNTY OF ORANGE 70395 58,708.00
COUNTY OF ORANGE TREASURER-TAX 70343 1,638,155.28
ELEGANT CONSTRUCTION INC. 70349 21,940.25
EVERBRIDGE, INC. 70351 14,466.00
IRVINE RANCH WATER DISTRICT 70410 12,881.81
ITERIS, INC. 70411 13,923.60
JAMEY CLARK INC. 70357 22,357.26
JAMEY CLARK INC. 70412 13,620.17
NEXT STAGE GROUP 70360 27,638.35
NIEVES LANDSCAPE INC. 70421 168,447.02
ONWARD ENGINEERING 70362 15,044.89
POSTMASTER 70364 12,000.00
R.F. DICKSON CO., INC. 70365 97,440.78
RAMIRO ACEVEDO 70423 34,485.00
RICK ENGINEERING COMPANY 70367 13,020.35
SCHNEIDER ELECTRIC BUILDINGS 70427 13,463.56
SENITICA CONSTRUCTION INC. 70368 103,737.62
SOUTH COUNTY OUTREACH 70369 14,496.75
SOUTHERN CALIFORNIA EDISON 70370 27,731.89
SUPERIOR PROPERTY SERVICES INC 70433 10,000.00
THOMAS J. O'CONNELL 70438 12,190.54
U.S. BANK CORPORATE PAYMENT 70376 43,742.07
WEST COAST ARBORISTS, INC. 70380 26,018.00
YIFTEE INC 70381 174,000.00
Z&K CONSULTANTS, INC. 70446 20,966.00
Department: Designation: Designation:

City Clerk (CC) Finance (F)
City Manager (CM) Management Services (MS)
Community Development (CD) Public Works (PW)
Community Services (C S) Police Services (PS)
City of Lake Forest
Warrant Register
February 2023
Department:

Item: 6
25 8:18 am
03/01/2023

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 92081

0.0002/09/2023 70382OP
02/09/2023011409
02/09/2023
02/09/202310 VIDEO CABLES JAN (CM) 121980ABTECH TECHNOLOGIES INC. 169.942301051-IN

0.00 VISTA
CA 92081

0.0002/09/2023 70382OP
02/09/2023011409
02/09/2023JAN (CM)
02/09/2023MS TEAMS IMPLEMENTATION 121983ABTECH TECHNOLOGIES INC. 1,781.252206004-IN

0.00 VISTA
CA 92081

0.0002/09/2023 70382OP
02/09/2023011409
02/09/2023(CM)
02/09/2023SAN SERVER REPLACEMENT JAN 121984ABTECH TECHNOLOGIES INC. 9,571.25209020S-IN

0.00 VISTA
CA 92081

0.0002/09/2023 70382OP
02/09/2023011409
02/09/2023
02/09/2023BACKUP SOFTWARE RENEWAL (CM) 121985ABTECH TECHNOLOGIES INC. 8,263.842301044-IN

0.00 VISTA
Total: 70382Check No. 19,786.28
Total for ABTECH TECHNOLOGIES INC. 19,786.28
CA 92630

0.0002/02/2023 70327OP
02/02/20231940
02/02/2023DEC (CS)
02/02/2023SENIOR MOBILITY PROGRAM 121841AGE WELL SENIOR SERVICES 3,432.001222

0.00 LAKE FOREST
CA 92630

0.0002/02/2023 70327OP
02/02/20231940
02/02/20232ND QTR (CD)
02/02/2023CDBG SUBRECIPIENT 121926AGE WELL SENIOR SERVICES 1,800.00OCT - DEC 2022

0.00 LAKE FOREST
CA 92630

0.0002/02/2023 70327OP
02/02/20231940
02/02/20232ND QTR (CD)
02/02/2023CDBG-CV SUBRECIPIENT 121927AGE WELL SENIOR SERVICES 6,250.00OCT - DEC 2022 MW

0.00 LAKE FOREST
Total: 70327Check No. 11,482.00
Total for AGE WELL SENIOR SERVICES 11,482.00
CA 92688

0.0002/02/2023 70328OP
02/02/2023011774
02/02/2023JAN 22461 CHERRY AVE (PW)
02/02/2023BEE / WASP TREATMENT 121856ALLURE PEST MANAGEMENT INC. 150.0081251

0.00 RANCHO SANTA MARGARITA
Total: 70328Check No. 150.00
Total for ALLURE PEST MANAGEMENT INC. 150.00
Item: 6
26 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
2Page:

Taxes Withheld
CA 92614

0.0002/02/2023 70329OP
02/02/2023011426
02/02/2023
02/02/2023CDBG SUBRECIPIENT 2ND QTR (CD) 121925ALZHEIMER'S ORANGE COUNTY 1,250.00OCT - DEC 2022

0.00 IRVINE
Total: 70329Check No. 1,250.00
Total for ALZHEIMER'S ORANGE COUNTY 1,250.00
CA 92675

0.0002/02/2023 70330OP
02/02/2023010013
02/02/2023RECEPTION 2023 (ED)
02/02/2023TABLES FOR NEW BUSINESS 121850AMAZING TENTS & EVENTS 283.008017

0.00 SAN JUAN CAPISTRANO
Total: 70330Check No. 283.00
Total for AMAZING TENTS & EVENTS 283.00
CA 90240

0.0002/02/2023 70331OP
02/02/2023011482
02/02/2023
02/02/2023REHAB LOAN FEES CLARY (CD) 121844AMERINAT
501.00FS-5593

0.00 RECEIVABLES DEPARTMENT
DOWNEY
Total: 70331Check No. 501.00
CA 90240

0.0002/02/2023 70332OP
02/02/2023011482
02/02/2023WHEELER ( CD)
02/02/2023REHAB LOAN FEES 121833AMERINAT
501.00FS-5594

0.00 RECEIVABLES DEPARTMENT
DOWNEY
Total: 70332Check No. 501.00
Total for AMERINAT 1,002.00
CA 90248

0.0002/09/2023 70383OP
02/09/2023010902
02/09/2023VETERANS PARK (PW)
02/09/2023LAKE MAINTENANCE JAN 122096AQUABIO ENVIRONMENTAL 3,095.00101683

0.00 TECHNOLOGIES

GARDENA
Total: 70383Check No. 3,095.00
Total for AQUABIO ENVIRONMENTAL 3,095.00
MN 56032

0.0002/02/2023 70333OP
02/02/2023011710
02/02/2023
02/02/2023REHAB LOAN NICKLES (CD) 121845ARCADIAN BANK
30,000.00NICKLES 01/20/2023

0.00 FREEBORN
Total: 70333Check No. 30,000.00
Item: 6
27 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
3Page:

Taxes Withheld
Total for ARCADIAN BANK 30,000.00
IL 60197-9011

0.0002/02/2023 70335OP
02/02/2023011084
02/02/2023CIVIC CENTER (CM)
02/02/2023ANALOG PHONE LINES DEC 121881AT&T CALNET3
360.55339 000019216450

0.00 CAROL STREAM
IL 60197-9011

0.0002/02/2023 70335OP
02/02/2023011084
02/02/2023CIVIC CENTER (CM)
02/02/2023ANALOG PHONE LINES JAN 121882AT&T CALNET3
321.05339 000019362366

0.00 CAROL STREAM
Total: 70335Check No. 681.60
IL 60197-9011

0.0002/09/2023 70384OP
02/09/2023011084
02/09/2023
02/09/2023PARK UTILITIES DEC (PW) 121953AT&T CALNET3

48.08157 000019271170

0.00 CAROL STREAM
IL 60197-9011

0.0002/09/2023 70384OP
02/09/2023011084
02/09/2023
02/09/2023MPS UTILITIES DEC (PW) 121954AT&T CALNET3
120.20257 000019315277

0.00 CAROL STREAM
Total: 70384Check No. 168.28
Total for AT&T CALNET3 849.88
IL 60197-5019

0.0002/02/2023 70334OP
02/02/202319083
02/02/2023CIVIC CENTER (CM)
02/02/2023INTERNET SERVICE DEC 121884AT&T
1,287.103944 0966175707

0.00 CAROL STREAM
Total: 70334Check No. 1,287.10
Total for AT&T 1,287.10
CA 92610

0.0002/09/2023 70385OP
02/09/2023010230
02/09/2023
02/09/2023NAME BADGES DEC (MS) 122053AWARD CREATIONS
232.232022-1579

0.00 FOOTHILL RANCH
Total: 70385Check No. 232.23
Total for AWARD CREATIONS 232.23
CA 95002

0.0002/02/2023 70336OP
02/02/2023011384
02/02/2023DEC RESPONSE (PW)
02/02/2023TRAFFIC SIGNAL MAINTENANCE 121894BEAR ELECTRICAL SOLUTIONS INC. 5,912.0017795

0.00 ALVISO
Item: 6
28 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
4Page:

Taxes Withheld
CA 95002

0.0002/02/2023 70336OP
02/02/2023011384
02/02/2023DEC RESPONSE (PW)
02/02/2023TRAFFIC SIGNAL MAINTENANCE 121895BEAR ELECTRICAL SOLUTIONS INC. 28,829.1817794

0.00 ALVISO
CA 95002

0.0002/02/2023 70336OP
02/02/2023011384
02/02/2023DEC ROUTINE (PW)
02/02/2023TRAFFIC SIGNAL MAINTENANCE 121896BEAR ELECTRICAL SOLUTIONS INC. 5,495.5017796

0.00 ALVISO
Total: 70336Check No. 40,236.68
Total for BEAR ELECTRICAL SOLUTIONS INC. 40,236.68
CA 92656

0.0002/09/2023 70386OP
02/09/2023011913
02/09/2023PERSONAL TRAINING JAN (MS)
02/09/2023THRIVE WELLNESS CLASS 122060BENJAMIN PREISENDORF 240.00INV 003

0.00 ALISO VIEJO
Total: 70386Check No. 240.00
Total for BENJAMIN PREISENDORF 240.00
CA 90074-3074

0.0002/02/2023 70337OP
02/02/20230233
02/02/2023
02/02/2023LEGAL SERVICES NOV (CM) 121892BEST BEST & KRIEGER LLP 78,807.5122-11

0.00 LOS ANGELES
Total: 70337Check No. 78,807.51
Total for BEST BEST & KRIEGER LLP 78,807.51
CA 94065

0.0002/09/2023 70387OP
02/09/2023011809
02/09/2023TURN DESIGN DEC (PW)
02/09/2023LOS ALISOS/MUIRLANDS 2ND LEFT 121993BKF ENGINEERS 9,223.7523011211

0.00 REDWOOD CITY
Total: 70387Check No. 9,223.75
Total for BKF ENGINEERS 9,223.75
CA 91110-2463

0.0002/09/2023 70388OP
02/09/2023011265
02/09/2023CIVIC CENTER (PW)
02/09/2023MONTHLY MAINTENANCE JAN 121965BRIGHTVIEW LANDSCAPE SERVICES 3,625.008226518

0.00 INC.

PASADENA
Total: 70388Check No. 3,625.00
Total for BRIGHTVIEW LANDSCAPE SERVICES 3,625.00
Item: 6
29 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
5Page:

Taxes Withheld
OH 45263

0.0002/02/2023 70338OP
02/02/2023011037
02/02/2023FEE (CS)
02/02/2023ANNUAL CONCERT MUSIC LICENSE 121853BROADCAST MUSIC INC. 1,008.0046105305

0.00 CINCINNATI
Total: 70338Check No. 1,008.00
Total for BROADCAST MUSIC INC. 1,008.00
CA 95833

0.0002/09/2023 70389OP
02/09/202303581
02/09/2023GRIJALVA (CM)
02/09/20232023 MEMBERSHIP DUES 121992CA ASSOC. FOR LOCAL ECONOMIC 629.33300004228

0.00 DEVELOPMENT

SACRAMENTO
Total: 70389Check No. 629.33
Total for CA ASSOC. FOR LOCAL ECONOMIC 629.33
CA 95864

0.0002/02/2023 70339OP
02/02/20230325
02/02/2023PINTO (CD)
02/02/2023MEMBERSHIP DUES 2023 121802CALIFORNIA ASSOCIATION OF 100.00300017801

0.00 CODE ENFORCEMENT OFFICERS

SACRAMENTO
CA 95864

0.0002/02/2023 70339OP
02/02/20230325
02/02/2023KARUGA (CD)
02/02/2023MEMBERSHIP DUES 2023 121803CALIFORNIA ASSOCIATION OF 100.00300017799

0.00 CODE ENFORCEMENT OFFICERS

SACRAMENTO
CA 95864

0.0002/02/2023 70339OP
02/02/20230325
02/02/2023HILL (CD)
02/02/2023MEMBERSHIP DUES 2023 121804CALIFORNIA ASSOCIATION OF 100.00300017798

0.00 CODE ENFORCEMENT OFFICERS

SACRAMENTO
CA 95864

0.0002/02/2023 70339OP
02/02/20230325
02/02/2023FERNANDES (CD)
02/02/2023CACEO WEBINAR TRAINING 121835CALIFORNIA ASSOCIATION OF

36.00200023906

0.00 CODE ENFORCEMENT OFFICERS

SACRAMENTO
CA 95864

0.0002/02/2023 70339OP
02/02/20230325
02/02/2023FERNANDES (CD)
02/02/2023CACEO WEBINAR TRAINING 121836CALIFORNIA ASSOCIATION OF 200.00200023908

0.00 CODE ENFORCEMENT OFFICERS

SACRAMENTO
Total: 70339Check No. 536.00
Total for CALIFORNIA ASSOCIATION OF 536.00
CA 95814

0.0002/09/2023 70390OP
02/09/20230388
02/09/2023MARZARA (CD)
02/09/2023MEMBERSHIP DUES 2023-2024 122065CALIFORNIA BUILDING OFFICIALS 295.0016120

0.00 SACRAMENTO
Item: 6
30 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
6Page:

Taxes Withheld
Total: 70390Check No. 295.00
Total for CALIFORNIA BUILDING OFFICIALS 295.00
CA 95833

0.0002/09/2023 70391OP
02/09/2023030791
02/09/2023SENATE BILL 1473 (CD)
02/09/2023GREEN BLDG FEES OCT - DEC 2022 121950CALIFORNIA BUILDING STANDARDS 1,255.5001/31/2023

0.00 COMMISSIONS

SACRAMENTO
Total: 70391Check No. 1,255.50
Total for CALIFORNIA BUILDING STANDARDS 1,255.50
CA 92707

0.0002/02/2023 70340OP
02/02/2023011222
02/02/2023DEC (CS)
02/20/2023SENIOR TRANSPORTATION 121842CALIFORNIA YELLOW CAB 754.6012508022

0.00 SANTA ANA
Total: 70340Check No. 754.60
Total for CALIFORNIA YELLOW CAB 754.60
CA 92675

0.0002/02/2023 70341OP
02/02/202303025
02/02/2023
02/02/2023CDBG SUBRECIPIENT 2ND QTR (CD) 121924CAMINO HEALTH CENTER 3,155.00OCT - DEC 2022

0.00 SAN JUAN CAPISTRANO
Total: 70341Check No. 3,155.00
Total for CAMINO HEALTH CENTER 3,155.00
CA 92630

0.0002/09/2023 70392OP
02/09/2023011914
02/09/2023JAN (MS)
02/09/2023THRIVE WELLNESS CLASS 122063CASSANDRA SAINDON 120.00JANUARY 2023

0.00 LAKE FOREST
Total: 70392Check No. 120.00
Total for CASSANDRA SAINDON 120.00
CA 92691

0.0002/09/2023 70393OP
02/09/20230308
02/09/2023
02/09/2023STREET MAINTENANCE JAN (PW) 122078CHARLES ABBOTT ASSOCIATES INC 97,749.4165360

0.00 MISSION VIEJO
Total: 70393Check No. 97,749.41
Total for CHARLES ABBOTT ASSOCIATES INC 97,749.41
Item: 6
31 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
7Page:

Taxes Withheld
CA 91110-2443

0.0002/09/2023 70394OP
02/09/2023011712
02/09/2023STMTS & HOUSING AUTH (F, HA)
02/09/2023INTERIM BILLING FINANCIAL 121964CLIFTONLARSONALLEN LLP 8,526.003519365

0.00 PASADENA
Total: 70394Check No. 8,526.00
Total for CLIFTONLARSONALLEN LLP 8,526.00
CA 92702

0.0002/02/2023 70342OP
02/02/2023031362
02/02/2023
02/02/2023AFIS FINGERPRINT JAN (PS) 121847COUNTY OF ORANGE TREASURER-TAX 3,232.00SH 64312

0.00 COLLECTOR

SANTA ANA
Total: 70342Check No. 3,232.00
CA 92702

0.0002/02/2023 70343OP
02/02/2023031362
02/02/2023
02/02/2023LAW ENFORCEMENT FEB (PS) 121929COUNTY OF ORANGE TREASURER-TAX 1,638,155.28SH 64576

0.00 COLLECTOR

SANTA ANA
Total: 70343Check No. 1,638,155.28
CA 92702

0.0002/02/2023 70344OP
02/02/2023031362
02/02/202308/01-08/31 (PS)
02/02/2023OCSD TECH DIV: RADIO REPAIR 121846COUNTY OF ORANGE TREASURER-TAX 139.00STTM0000577

0.00 COLLECTOR

SANTA ANA
Total: 70344Check No. 139.00
Total for COUNTY OF ORANGE TREASURER-TAX 1,641,526.28
CA 92702

0.0002/09/2023 70395OP
02/09/20230347
02/09/2023OCT - DEC 2022
02/09/2023SANTIAGO CANYON ROAD FEES 122050COUNTY OF ORANGE 58,708.00OCT - DEC 2022

0.00 ATTN: ROAD FEE TEAM - 7TH FL

SANTA ANA
Total: 70395Check No. 58,708.00
Total for COUNTY OF ORANGE 58,708.00
AZ 85072-3280

0.0002/02/2023 70345OP
02/02/202303003
02/02/2023
02/02/2023CABLE SERVICES JAN (CM) 121883COX COMMUNICATIONS 144.951201 01/12/2023

0.00 PHOENIX
Total: 70345Check No. 144.95
Item: 6
32 8:18 am
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INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
8Page:

Taxes Withheld
AZ 85072-3280

0.0002/09/2023 70396OP
02/09/202303003
02/09/2023
02/09/2023CABLE SERVICES FEB (CM) 122108COX COMMUNICATIONS

42.236701 01/28/2023

0.00 PHOENIX
AZ 85072-3280

0.0002/09/2023 70396OP
02/09/202303003
02/09/2023SERVICES FEB (CM)
02/09/2023TELEPHONE, INTERNET, CABLE 122109COX COMMUNICATIONS 2,164.983601 02/01/2023

0.00 PHOENIX
Total: 70396Check No. 2,207.21
Total for COX COMMUNICATIONS 2,352.16
CA 92704

0.0002/02/2023 70346OP
02/02/2023011525
02/02/2023PAC 12/5 (CS)
02/02/2023JANITORIAL SERVICES EVENT 121837CROWN FACILITY SOLUTIONS 244.131192

0.00 SANTA ANA
CA 92704

0.0002/02/2023 70346OP
02/02/2023011525
02/02/2023COMMUNITY CENTER 01/20 (CS)
02/02/2023JANITORIAL SERVICES EVENT 121838CROWN FACILITY SOLUTIONS 368.491205

0.00 SANTA ANA
CA 92704

0.0002/02/2023 70346OP
02/02/2023011525
02/02/2023COMMUNITY CENTER 01/21 (CS)
02/02/2023JANITORIAL SERVICES 121839CROWN FACILITY SOLUTIONS 458.891207

0.00 SANTA ANA
CA 92704

0.0002/02/2023 70346OP
02/02/2023011525
02/02/2023COMMUNITY CENTER 01/22 (CS)
02/02/2023JANITORIAL SERVICES 121840CROWN FACILITY SOLUTIONS 729.591206

0.00 SANTA ANA
Total: 70346Check No. 1,801.10
CA 92704

0.0002/09/2023 70397OP
02/09/2023011525
02/09/2023CENTER 1/28 (CS)
02/09/2023JANITORIAL SERVICES COMMUNITY 121987CROWN FACILITY SOLUTIONS 498.491218

0.00 SANTA ANA
CA 92704

0.0002/09/2023 70397OP
02/09/2023011525
02/09/2023SPORTS PARK (CS)
02/09/2023JANITORIAL SERVICES FEB 122055CROWN FACILITY SOLUTIONS 5,220.131249

0.00 SANTA ANA
CA 92704

0.0002/09/2023 70397OP
02/09/2023011525
02/09/2023CENTER 2/4 (CS)
02/09/2023JANITORIAL SERVICES COMMUNITY 122058CROWN FACILITY SOLUTIONS 368.491309

0.00 SANTA ANA
Total: 70397Check No. 6,087.11
Total for CROWN FACILITY SOLUTIONS 7,888.21
Item: 6
33 8:18 am
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INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
9Page:

Taxes Withheld
CA 92691

0.0002/02/2023 70347OP
02/02/2023011591
02/02/2023
02/02/2023NAME PLATES (CC) 121861DANIEL E. DUNKLEBERG

90.0034301

0.00 DUNKLEBERG GRAPHICS

MISSION VIEJO
Total: 70347Check No. 90.00
Total for DANIEL E. DUNKLEBERG 90.00
CA 92688

0.0002/02/2023 70348OP
02/02/20230490
02/02/2023SKATE PARK (MS)
02/02/2023MONTHLY SERVICE JAN 121868DEWEY PEST CONTROL

40.0015628434

0.00 RANCHO SANTA MARGARITA
CA 92688

0.0002/02/2023 70348OP
02/02/20230490
02/02/2023SPORTS PARK (MS)
02/02/2023MONTHLY SERVICE JAN 121869DEWEY PEST CONTROL

35.0015628436

0.00 RANCHO SANTA MARGARITA
Total: 70348Check No. 75.00
Total for DEWEY PEST CONTROL 75.00
CA 95811

0.0002/09/2023 70398OP
02/09/2023011453
02/09/2023
02/09/20232022 CASP FEE 4TH QTR (CD) 121949DIVISION OF THE STATE 214.0001/13/2023

0.00 ARCHITECT

SACRAMENTO
Total: 70398Check No. 214.00
Total for DIVISION OF THE STATE 214.00
CA 92630

0.0002/09/2023 70399OP
02/09/202305021
02/09/2023JAN (PW)
02/09/2023WATER SERVICES LFSP/MPS/PARKS 122093EL TORO WATER DISTRICT 8,710.7323-01

0.00 LAKE FOREST
Total: 70399Check No. 8,710.73
Total for EL TORO WATER DISTRICT 8,710.73
CA 92618

0.0002/02/2023 70349OP
02/02/2023011580
02/02/2023PW2017-17E DEC (PW)
02/02/2023REGENCY PARK RETENTION 121917ELEGANT CONSTRUCTION INC. 21,940.25PROG PAYMENT 5

0.00 IRVINE
Total: 70349Check No. 21,940.25
Total for ELEGANT CONSTRUCTION INC. 21,940.25
Item: 6
34 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
10Page:

Taxes Withheld
CA 95798-9061

0.0002/09/2023 70400OP
02/09/20230538
02/09/2023OCT - DEC (MS)
02/09/2023UNEMPLOYMENT INSURANCE 122051EMPLOYMENT DEVELOPMENT DEPT. 200.00L0264168848

0.00 WEST SACRAMENTO
Total: 70400Check No. 200.00
Total for EMPLOYMENT DEVELOPMENT DEPT. 200.00
CA 92676

0.0002/02/2023 70350OP
02/02/2023011571
02/02/2023MEETINGS 01/03 & 01/17 (MS)
02/02/2023AV SERVICES CITY COUNCIL 121855ERIC WINTER
814.786041

0.00 SILVERADO
Total: 70350Check No. 814.78
Total for ERIC WINTER 814.78
NV 89193-2506

0.0002/02/2023 70351OP
02/02/2023011587
02/02/2023
02/02/2023NIXLE ALERT SYSTEM 2023 (MS) 121854EVERBRIDGE, INC. 14,466.00M73861

0.00 LAS VEGAS
Total: 70351Check No. 14,466.00
Total for EVERBRIDGE, INC. 14,466.00
CA 92705

0.0002/02/2023 70352OP
02/02/20230614
02/02/2023
02/02/2023CDBG SUBRECIPIENT 2ND QTR (CD) 121923FAIR HOUSING COUNCIL OF O.C. 2,493.60OCT - DEC 2022

0.00 SANTA ANA
Total: 70352Check No. 2,493.60
Total for FAIR HOUSING COUNCIL OF O.C. 2,493.60
CA 92618

0.0002/09/2023 70401OP
02/09/20230657
02/09/2023
02/09/2023CDBG SUBRECIPIENT 2ND QTR (CD) 122021FAMILIES FORWARD 3,212.14OCT - DEC 2022

0.00 IRVINE
Total: 70401Check No. 3,212.14
Total for FAMILIES FORWARD 3,212.14
CA 92673

0.0002/02/2023 70353OP
02/02/2023011274
02/02/20232ND QTR (CD)
02/02/2023CDBG-CV SUBRECIPIENT 121920FAMILY ASSISTANCE MINISTRIES 1,948.00OCT - DEC 2022 CV

0.00 SAN CLEMENTE
Item: 6
35 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
11Page:

Taxes Withheld
CA 92673

0.0002/02/2023 70353OP
02/02/2023011274
02/02/20232ND QTR (CD)
02/02/2023CDBG SUBRECIPIENT 121922FAMILY ASSISTANCE MINISTRIES 1,609.31OCT - DEC 2022 HC

0.00 SAN CLEMENTE
Total: 70353Check No. 3,557.31
Total for FAMILY ASSISTANCE MINISTRIES 3,557.31
CA 91109-7321

0.0002/09/2023 70402OP
02/09/20230601
02/09/2023YIFTEE BOGO PROGRAM (CD
02/09/2023MAILING SERVICES 01/23 121946FEDEX

67.128-020-41442

0.00 PASADENA
CA 91109-7321

0.0002/09/2023 70402OP
02/09/20230601
02/09/2023
02/09/2023FEDEX POSTAGE DEC 2022 (F) 122019FEDEX

2.519-644-56212

0.00 PASADENA
Total: 70402Check No. 69.63
Total for FEDEX 69.63
GA 30701

0.0002/09/2023 70403OP
02/09/2023010330
02/09/2023LFSP (PW)
02/09/2023SPORTS FIELD B MAINTENANCE JAN 122077FIELDTURF USA INC. 3,000.00693231

0.00 CALHOUN
GA 30701

0.0002/09/2023 70403OP
02/09/2023010330
02/09/2023LFSP (PW)
02/09/2023SPORTS FIELD A MAINTENANCE JAN 122097FIELDTURF USA INC. 3,000.00693232

0.00 CALHOUN
Total: 70403Check No. 6,000.00
Total for FIELDTURF USA INC. 6,000.00
CA 92501

0.0002/09/2023 70404OP
02/09/2023011916
02/09/2023REC GUIDE SPRING 2023 (MS)
02/09/2023LAYOUT/DESIGN FOR LEAFLET & 121986GEOGRAPHICS 2,472.0023-23144

0.00 RIVERSIDE
Total: 70404Check No. 2,472.00
Total for GEOGRAPHICS 2,472.00
CA 90703

0.0002/09/2023 70405OP
02/09/2023011500
02/09/2023(CM)
02/09/2023A/V SYSTEM ON-SITE SERVICE 121977GOLDEN STAR TECHNOLOGY INC. 625.00INV85798

0.00 CERRITOS
Item: 6
36 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
12Page:

Taxes Withheld
Total: 70405Check No. 625.00
Total for GOLDEN STAR TECHNOLOGY INC. 625.00
CA 90051-4598

0.0002/09/2023 70406OP
02/09/2023011361
02/09/2023DEC CIVIC CENTER (PW)
02/09/2023SLOPE LANDSCAPE / MITIGATION 121955HABITAT RESTORATION SCIENCES 1,500.0012719

0.00 INC.

LOS ANGELES
Total: 70406Check No. 1,500.00
Total for HABITAT RESTORATION SCIENCES 1,500.00
CA 92821

0.0002/02/2023 70354OP
02/02/20230838
02/02/2023JAN - MAR (F)
02/02/2023PROPERTY TAX ANALYSIS 121859HDL COREN & CONE 4,562.50SIN024881

0.00 BREA
Total: 70354Check No. 4,562.50
Total for HDL COREN & CONE 4,562.50
MN 55345-0086

0.0002/09/2023 70407OP
02/09/2023011919
02/09/2023
02/09/2023EMPLOYEE KEYCARD BADGES (MS) 122052IDENTISYS INC 231.24580816

0.00 MINNETONKA
Total: 70407Check No. 231.24
Total for IDENTISYS INC 231.24
CO 80537

0.0002/09/2023 70408OP
02/09/202309431
02/09/2023OT (CARRIE C) (CD)
02/09/2023BUILDING & SAFETY SERVICES DEC 122056INTERWEST CONSULTING 1,365.0085043

0.00 GROUP, INC.

LOVELAND
Total: 70408Check No. 1,365.00
Total for INTERWEST CONSULTING 1,365.00
CA 92014

0.0002/02/2023 70355OP
02/02/2023010963
02/02/2023SKATE PARK (CM)
02/02/2023VIDEO STREAMING SERVICE NOV 121852IP VIDEO SPECIALISTS 199.005855

0.00 DEL MAR
Total: 70355Check No. 199.00
Item: 6
37 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
13Page:

Taxes Withheld
CA 92014

0.0002/09/2023 70409OP
02/09/2023010963
02/09/2023SKATE PARK (CM)
02/09/2023VIDEO STREAMING SERVICE FEB 121981IP VIDEO SPECIALISTS 199.006092

0.00 DEL MAR
Total: 70409Check No. 199.00
Total for IP VIDEO SPECIALISTS 398.00
CA 92619-7000

0.0002/09/2023 70410OP
02/09/20230927
02/09/2023MPS, PARKS (PW)
02/09/2023WATER SERVICES JAN CC, LFSP, 122092IRVINE RANCH WATER DISTRICT 12,881.8123-01

0.00 IRVINE
Total: 70410Check No. 12,881.81
Total for IRVINE RANCH WATER DISTRICT 12,881.81
CA 90084-2123

0.0002/09/2023 70411OP
02/09/2023011803
02/09/2023NOV (PW)
02/09/2023TRAFFIC SIGNAL SERVICES 121943ITERIS, INC.
13,923.60152725

0.00 LOS ANGELES
Total: 70411Check No. 13,923.60
Total for ITERIS, INC. 13,923.60
CA 92782

0.0002/02/2023 70356OP
02/02/2023011813
02/02/2023CONSULTING (CD)
02/02/2023LOCAL HAZARD MITIGATION PLAN 121807JACOB GREEN 3,591.672166

0.00 TUSTIN
Total: 70356Check No. 3,591.67
Total for JACOB GREEN 3,591.67
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023LFSP DEC (PW)
02/02/2023SOAP DISPENSER & INSTALL 121897JAMEY CLARK INC. 357.1773587

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023MOUNTAIN VIEW PARK DEC (PW)
02/02/2023REATTACH CHAIN CLIMBER TO BASE 121898JAMEY CLARK INC. 212.5073588

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023EL TORO PARK DEC (PW)
02/02/2023HARDWARE FOR ABS MACHINE 121899JAMEY CLARK INC. 191.2573606

0.00 LAGUNA HILLS
Item: 6
38 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
14Page:

Taxes Withheld
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023DEC (PW)
02/02/2023UNCLOG URINAL BORREGO PARK 121900JAMEY CLARK INC. 297.5073592

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023VARIOUS PARKS DEC (PW)
02/02/2023BIANNUAL PLAYGROUND INSPECTION 121901JAMEY CLARK INC. 12,672.4073608

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023SKATE PARK JAN (PW)
02/02/2023RESTROOM SINK REPAIR 121902JAMEY CLARK INC.
170.0073617

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023TAMARISK RAPK JAN (PW)
02/02/2023INSPECT/REPAIR RESTROOM LOCKS 121903JAMEY CLARK INC.

85.0073618

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023JAN (PW)
02/02/2023TOILET REPAIR LFSP 121904JAMEY CLARK INC.
174.7073620

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023CONCOURSE PARK JAN (PW)
02/02/2023LABELS/SIGNS FOR ABS MACHINE 121905JAMEY CLARK INC. 228.2073626

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023MACHINE PORTOLA PARK JAN (PW)
02/02/2023REMOVE&INSTALL LABEL ON LEG 121906JAMEY CLARK INC. 228.2073627

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023MOUNTAIN VIEW PARK JAN (PW)
02/02/2023INSPECTED/REPAIRED MACHINES 121907JAMEY CLARK INC. 2,126.7973629

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023MACHINES EL TORO PARK JAN (PW)
02/02/2023INSPECTED/REPAIRED WORKOUT 121908JAMEY CLARK INC. 4,113.5573630

0.00 LAGUNA HILLS
CA 92653

0.0002/02/2023 70357OP
02/02/202310016
02/02/2023INSPECTION DEC (PW)
02/02/2023PARKS SPORTS FITNESS EQUIP 121909JAMEY CLARK INC. 1,500.0073609

0.00 LAGUNA HILLS
Total: 70357Check No. 22,357.26
Item: 6
39 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
15Page:

Taxes Withheld
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023LFSP (PW)
02/09/2023FITNESS EQUIPMENT JAN 122022JAMEY CLARK INC. 8,296.8973636

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023BAKER RANCH PARK (PW)
02/09/2023RESTROOM PLUMBING JAN 122023JAMEY CLARK INC. 212.5073652

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023BAKER RANCH PARK (PW)
02/09/2023REMOVE RESTROOM DOORS JAN 122024JAMEY CLARK INC. 212.5073651

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023JAN MOUNTAIN VIEW PARK (PW)
02/09/2023REMOVE DOOR/INSTALL PARTITIONS 122025JAMEY CLARK INC. 1,190.0073650

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023JAN MOUNTAIN VIEW PARK (PW)
02/09/2023REPAIR RESTROOM SINK AIR VALVE 122026JAMEY CLARK INC. 340.0073647

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023CONCOURSE PARK (PW)
02/09/2023RESTROOM PLUMBING JAN 122027JAMEY CLARK INC. 127.5073643

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023JAN LFSP (PW)
02/09/2023HANDRAIL & RUBBER REPAIRS 122028JAMEY CLARK INC. 924.8873637

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023BAKER RANCH PARK (PW)
02/09/2023REPLACE BOARD PLEXI GLASS JAN 122087JAMEY CLARK INC.

18.7573665

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023HINGE JAN MTN VIEW PARK (PW)
02/09/2023REPLACE BOARD PLEXI GLASS & 122088JAMEY CLARK INC. 207.7573666

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023DRAIN JAN LFSP (PW)
02/09/2023INSPECT SOCCER FIELD RESTROOM 122089JAMEY CLARK INC. 106.2573667

0.00 LAGUNA HILLS
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023SNACK BAR FEB HEROES PK (PW)
02/09/2023REPAIR WINDOW GASKET FOR 122090JAMEY CLARK INC. 255.0073679

0.00 LAGUNA HILLS
Item: 6
40 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
16Page:

Taxes Withheld
CA 92653

0.0002/09/2023 70412OP
02/09/202310016
02/09/2023DEC SERRANO CREEK PARK (PW)
02/09/2023SINK, LOCK & DISPENSER REPAIRS 122091JAMEY CLARK INC. 1,728.1573607

0.00 LAGUNA HILLS
Total: 70412Check No. 13,620.17
Total for JAMEY CLARK INC. 35,977.43
CA 92653

0.0002/09/2023 70413OP
02/09/2023010871
02/09/2023
02/09/2023STAFF UNIFORMS (CS) 121988JC TEES
1,082.548584

0.00 LAGUNA HILLS
Total: 70413Check No. 1,082.54
Total for JC TEES 1,082.54

0.0002/02/2023 70358OP
02/02/20239991411
02/02/2023TRAINING SUPPLIES (PS)
02/02/2023REIMBURSEMENT FOR CERT 121891JOHN WIELAND
110.4601/25/2023

0.00 Total: 70358Check No. 110.46
Total for JOHN WIELAND 110.46
CA 91185

0.0002/09/2023 70415OP
02/09/2023011575
02/09/2023DEC COM CTR (CM)
02/09/2023COPIER MONTHLY MAINTENANCE 122103KONICA MINOLTA BUSINESS

34.67284635138

0.00 SOLUTIONS USA INC

PASADENA
CA 91185

0.0002/09/2023 70415OP
02/09/2023011575
02/09/2023(CM)
02/09/2023MANAGED PRINT SERVICES DEC 122107KONICA MINOLTA BUSINESS 440.909009094035

0.00 SOLUTIONS USA INC

PASADENA
Total: 70415Check No. 475.57
Total for KONICA MINOLTA BUSINESS 475.57
CA 91189-0706

0.0002/09/2023 70414OP
02/09/2023011915
02/09/2023CENTER (MS)
02/09/2023C300I COPIER LEASE COMMUNITY 122102KONICA MINOLTA 507.3441576511

0.00 PASADENA
Total: 70414Check No. 507.34
Total for KONICA MINOLTA 507.34
Item: 6
41 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
17Page:

Taxes Withheld
CA 92630

0.0002/09/2023 70416OP
02/09/20231163
02/09/2023REPAIR JAN LFSP (PW)
02/09/2023BASEBALL FIELD LOCK CYLINDER 121966KWIKEY'S LOCK AND KEY, INC. 152.56012523

0.00 LAKE FOREST
CA 92630

0.0002/09/2023 70416OP
02/09/20231163
02/09/2023HEROES PARK (PW)
02/09/2023LOCKOUT SERVICE JAN 121967KWIKEY'S LOCK AND KEY, INC. 150.00012523H

0.00 LAKE FOREST
Total: 70416Check No. 302.56
Total for KWIKEY'S LOCK AND KEY, INC. 302.56
CA 92630

0.0002/02/2023 70359OP
02/02/2023010898
02/02/20232019 TOYOTA HIGHLANDER (PS)
02/02/2023VEHICLE MAINTENANCE JAN 121848L & M AUTOMOTIVE

89.1850440

0.00 LAKE FOREST
Total: 70359Check No. 89.18
CA 92630

0.0002/09/2023 70417OP
02/09/2023010898
02/09/20232019 FORD TRANSIT (PW)
02/09/2023VEHICLE MAINTENANCE FEB 122100L & M AUTOMOTIVE

56.6050652

0.00 LAKE FOREST
CA 92630

0.0002/09/2023 70417OP
02/09/2023010898
02/09/20232015 CHEVY COLORADO (CD)
02/09/2023VEHICLE MAINTENANCE FEB 122101L & M AUTOMOTIVE

73.6650651

0.00 LAKE FOREST
Total: 70417Check No. 130.26
Total for L & M AUTOMOTIVE 219.44
IL 60674-5099

0.0002/09/2023 70418OP
02/09/2023011315
02/09/2023FRONT-END FEB (CM
02/09/2023COMMERCIAL PROPERTIES NOW 121991LOOPNET
356.00117187060-1

0.00 CHICAGO
Total: 70418Check No. 356.00
Total for LOOPNET 356.00
CA 92623

0.0002/09/2023 70419OP
02/09/2023011796
02/09/2023
02/09/2023CITY VEHICLE CAR WASH JAN (PW) 121994MASTER WASH, INC. 520.0073602

0.00 IRVINE
Total: 70419Check No. 520.00
Item: 6
42 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
18Page:

Taxes Withheld
Total for MASTER WASH, INC. 520.00
CA 92630

0.0002/09/2023 70420OP
02/09/202302026
02/09/2023JAN (CC)
02/09/2023CITY COUNCIL ATTIRE B. YU 121937MONOGRAM MAGIC 124.9364923

0.00 LAKE FOREST
Total: 70420Check No. 124.93
Total for MONOGRAM MAGIC 124.93
CA 90064

0.0002/02/2023 70360OP
02/02/2023011905
02/02/2023EL TORO PK PW2021-19 DEC (PW)
02/02/2023LODGE POLE FENCE REPLACEMENT 121911NEXT STAGE GROUP 27,638.3512162022-1

0.00 LOS ANGELES
Total: 70360Check No. 27,638.35
Total for NEXT STAGE GROUP 27,638.35
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023JAN (PW)
02/09/2023SLOPES/MP MONTHLY MAINTENANCE 121999NIEVES LANDSCAPE INC. 68,637.4973776

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023REGENCY PARK (PW)
02/09/2023FALLEN TREE REPAIRS JAN 122000NIEVES LANDSCAPE INC. 7,500.0073877

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023JERONIMO/LOS ALISOS (PW)
02/09/2023TREE & BRANCH REMOVAL JAN 122001NIEVES LANDSCAPE INC. 4,500.0073878

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023JERONIMO JAN (PW)
02/09/2023TREE REMOVAL LAKE FOREST & 122002NIEVES LANDSCAPE INC. 2,850.0073879

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023SERRANO RD (PW)
02/09/2023FALLEN TREE REMOVAL DEC 122003NIEVES LANDSCAPE INC. 450.0073902

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023RIDGE ROUTE/SUMMERWOOD (PW)
02/09/2023IRRIGATION REPAIR DEC EL TORO/ 122004NIEVES LANDSCAPE INC. 590.5073905

0.00 SANTA ANA
Item: 6
43 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
19Page:

Taxes Withheld
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023WOOD SHADOW/TRABUCO DEC (PW)
02/09/2023IRRIGATION REPAIRS JERONIMO/ 122005NIEVES LANDSCAPE INC. 526.5073906

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023LAKE FOREST/TOLEDO (PW)
02/09/2023FALLEN TREE REMOVAL JAN 122006NIEVES LANDSCAPE INC. 2,000.0073907

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023RIDGE ROUTE/ROCKFIELD DEC (PW)
02/09/2023IRRIGATION REPAIR JERONIMO/ 122007NIEVES LANDSCAPE INC. 450.5073908

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023EL TORO/RAINTREE (PW)
02/09/2023INSTALL PLANT MATERIAL JAN 122008NIEVES LANDSCAPE INC. 300.0073913

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023JERONIMO (PW)
02/09/2023IRRIGATION REPAIR JAN BAKE/ 122009NIEVES LANDSCAPE INC. 348.5073914

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023ROUTE/MUIRLANDS/OVERLAKE (PW)
02/09/2023IRRIGATION REPAIRS JAN RIDGE 122010NIEVES LANDSCAPE INC. 888.5073915

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023TOLEDO/ROCKFIELD/RAINTREE (PW)
02/09/2023IRRIGATION REPAIRS JAN 122011NIEVES LANDSCAPE INC. 1,114.5073916

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023PASSIVE PARKS (PW)
02/09/2023MONTHLY MAINTENANCE JAN 122012NIEVES LANDSCAPE INC. 69,575.8473775

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023SUNDOWNER/PEACHWOOD DEC (PW)
02/09/2023IRRIGATION REPAIRS VETERANS/ 122013NIEVES LANDSCAPE INC. 1,508.8673897

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023SERRANO CREEK DEC (PW)
02/09/2023IRRIGATION REPAIRS PITTSFORD/ 122014NIEVES LANDSCAPE INC. 1,885.8373898

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023MOUNTAIN VIEW PARK (PW)
02/09/2023REMOVE AGAVE PLANT DEC 122015NIEVES LANDSCAPE INC. 480.0073900

0.00 SANTA ANA
Item: 6
44 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
20Page:

Taxes Withheld
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023RANCHWOOD PARKS (PW)
02/09/2023INSTALL TREES DEC CONCOURSE & 122016NIEVES LANDSCAPE INC. 340.0073899

0.00 SANTA ANA
CA 92705

0.0002/09/2023 70421OP
02/09/20231469
02/09/2023PARK (PW)
02/09/2023REMOVED TREES DEC LAKE FOREST 122017NIEVES LANDSCAPE INC. 4,500.0073896

0.00 SANTA ANA
Total: 70421Check No. 168,447.02
Total for NIEVES LANDSCAPE INC. 168,447.02
CA 91729-3700

0.0002/02/2023 70361OP
02/02/2023011457
02/02/2023AND TESTING JAN (MS)
02/02/2023PRE-EMPLOYMENT PHYSICAL 121806OCCUPATIONAL HEALTH CENTERS

51.0077910459

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
Total: 70361Check No. 51.00
CA 91729-3700

0.0002/09/2023 70422OP
02/09/2023011457
02/09/2023TESTING JAN (MS)
02/09/2023PRE-EMPLOYMENT PHYSICAL AND 122061OCCUPATIONAL HEALTH CENTERS 146.0078055087

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
CA 91729-3700

0.0002/09/2023 70422OP
02/09/2023011457
02/09/2023TESTING JAN (MS)
02/09/2023PRE-EMPLOYMENT PHYSICAL AND 122062OCCUPATIONAL HEALTH CENTERS 179.0077984877

0.00 OF CALIFORNIA, A MEDICAL CORP

RANCHO CUCAMONGA
Total: 70422Check No. 325.00
Total for OCCUPATIONAL HEALTH CENTERS 376.00
CA 92805

0.0002/02/2023 70362OP
02/02/2023010645
02/02/2023DESIGN DEC (PW)
02/02/2023LAKE FOREST DR RESURFACING 121870ONWARD ENGINEERING 3,335.006684

0.00 ANAHEIM
CA 92805

0.0002/02/2023 70362OP
02/02/2023010645
02/02/2023DEC (PW)
02/02/2023TRABUCO RD RESURFACING DESIGN 121871ONWARD ENGINEERING 1,285.006685

0.00 ANAHEIM
CA 92805

0.0002/02/2023 70362OP
02/02/2023010645
02/02/2023PROJECT DEC (PW)
02/02/2023PHASE 13 ADA ACCESS RAMP IMPRV 121872ONWARD ENGINEERING 8,737.766686

0.00 ANAHEIM
Item: 6
45 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
21Page:

Taxes Withheld
CA 92805

0.0002/02/2023 70362OP
02/02/2023010645
02/02/2023PROJECT DEC (PW)
02/02/2023PHASE 14 ADA ACCESS RAMP IMPRV 121873ONWARD ENGINEERING 1,687.136711

0.00 ANAHEIM
Total: 70362Check No. 15,044.89
Total for ONWARD ENGINEERING 15,044.89
MA 02298-1022

0.0002/02/2023 70363OP
02/02/20231611
02/02/202311/28/22-2/27/23 (CC)
02/02/2023POSTAGE METER LEASE 121866PITNEY BOWES
899.213105927930

0.00 BOSTON
Total: 70363Check No. 899.21
Total for PITNEY BOWES 899.21
CA 92619

0.0002/02/2023 70364OP
02/02/20231618
02/02/2023LEAFLET (MS)
02/02/2023BULK MAILING PERMIT #104 121893POSTMASTER
12,000.0001/26/2023

0.00 IRVINE
Total: 70364Check No. 12,000.00
Total for POSTMASTER 12,000.00
CA 90242

0.0002/02/2023 70365OP
02/02/2023011621
02/02/2023AUG (PW)
02/02/2023ARTERIAL/RES SWEEPING 121874R.F. DICKSON CO., INC. 32,480.262511504DS

0.00 DOWNEY
CA 90242

0.0002/02/2023 70365OP
02/02/2023011621
02/02/2023SEP (PW)
02/02/2023ARTERIAL/RES SWEEPING 121875R.F. DICKSON CO., INC. 32,480.262511556DS

0.00 DOWNEY
CA 90242

0.0002/02/2023 70365OP
02/02/2023011621
02/02/2023OCT (PW)
02/02/2023ARTERIAL/RES SWEEPING 121876R.F. DICKSON CO., INC. 32,480.262511602DS

0.00 DOWNEY
Total: 70365Check No. 97,440.78
Total for R.F. DICKSON CO., INC. 97,440.78
CA 95765

0.0002/02/2023 70366OP
02/02/202318524
02/02/2023DEC (MS)
02/02/2023CLASS AND COMP ANALYSIS 121805RALPH ANDERSEN & ASSOCIATES 1,800.00INV-04145

0.00 ROCKLIN
Item: 6
46 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
22Page:

Taxes Withheld
Total: 70366Check No. 1,800.00
Total for RALPH ANDERSEN & ASSOCIATES 1,800.00
CA 92861

0.0002/09/2023 70423OP
02/09/2023011776
02/09/2023IMPRV PROJECT JAN (PW)
02/09/2023RIDGE ROUTE & OVERLAKE MEDIAN 121951RAMIRO ACEVEDO 34,485.002023-2

0.00 CHELOLETTY ENGINEERING

VILLA PARK
Total: 70423Check No. 34,485.00
Total for RAMIRO ACEVEDO 34,485.00
CA 92799-5091

0.0002/09/2023 70424OP
02/09/202318240
02/09/2023PTM-108-702MD-1 (CD)
02/09/202322702 MADRID HOA PAYMENT MAR 121990RANCHO VIEJO II HOA 420.0022702 02/01/2023

0.00 SANTA ANA
Total: 70424Check No. 420.00
CA 92799-5091

0.0002/09/2023 70425OP
02/09/202318240
02/09/2023PTM-108-706MD-1
02/09/202322706 MADRID HOA PAYMENT MAR 121989RANCHO VIEJO II HOA 420.0022706 02/01/2023

0.00 SANTA ANA
Total: 70425Check No. 420.00
Total for RANCHO VIEJO II HOA 840.00
KY 40285-6158

0.0002/09/2023 70426OP
02/09/20230169
02/09/2023JAN 23 CITY CALL (F)
02/09/2023OPERATING SUPPLIES NOV 22 - 121976READY REFRESH BY NESTLE 4,651.8213A0031546419

0.00 LOUISVILLE
Total: 70426Check No. 4,651.82
Total for READY REFRESH BY NESTLE 4,651.82
CA 92110

0.0002/02/2023 70367OP
02/02/202323481
02/02/2023DEC (PW)
02/02/2023RANCHO/LAKE FOREST DESIGN 121912RICK ENGINEERING COMPANY 1,974.500092343

0.00 SAN DIEGO
CA 92110

0.0002/02/2023 70367OP
02/02/202323481
02/02/2023DEC (PW)
02/02/2023JERONIMO/LAKE FOREST DESIGN 121913RICK ENGINEERING COMPANY 993.500092345

0.00 SAN DIEGO
Item: 6
47 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
23Page:

Taxes Withheld
CA 92110

0.0002/02/2023 70367OP
02/02/202323481
02/02/2023
02/02/2023BAKE/TOLEDO DESIGN DEC (PW) 121914RICK ENGINEERING COMPANY 4,092.500092348

0.00 SAN DIEGO
CA 92110

0.0002/02/2023 70367OP
02/02/202323481
02/02/2023DEC (PW)
02/02/2023LOS ALISOS/ROCKFIELD DESIGN 121915RICK ENGINEERING COMPANY 5,637.350092349

0.00 SAN DIEGO
CA 92110

0.0002/02/2023 70367OP
02/02/202323481
02/02/2023
02/02/2023BAKE/TRABUCO DESIGN DEC (PW) 121916RICK ENGINEERING COMPANY 322.500092431

0.00 SAN DIEGO
Total: 70367Check No. 13,020.35
Total for RICK ENGINEERING COMPANY 13,020.35
TX 75284-1868

0.0002/09/2023 70427OP
02/09/2023011730
02/09/2023RENEWAL 9/22 - 8/23 (CM)
02/09/2023ACCESS CONTROL SOFTWARE 121978SCHNEIDER ELECTRIC BUILDINGS 10,624.56931151

0.00 AMERICAS INC
DALLAS
TX 75284-1868

0.0002/09/2023 70427OP
02/09/2023011730
02/09/2023JAN (CM)
02/09/2023ACCESS CONTROL SYSTEM SUPPORT 121979SCHNEIDER ELECTRIC BUILDINGS 384.00930120

0.00 AMERICAS INC
DALLAS
TX 75284-1868

0.0002/09/2023 70427OP
02/09/2023011730
02/09/20235/22 (CM)
02/09/2023SECURITY SYSTEM SERVICE CALL 122018SCHNEIDER ELECTRIC BUILDINGS 2,455.00887827

0.00 AMERICAS INC
DALLAS
Total: 70427Check No. 13,463.56
Total for SCHNEIDER ELECTRIC BUILDINGS 13,463.56
CA 91752

0.0002/02/2023 70368OP
02/02/2023011516
02/02/2023JAN 3-15 PWC 2020-19 (PW)
02/02/2023BAKE & BAFFIN BAY MEDIAN IMPRV 121918SENITICA CONSTRUCTION INC. 103,737.62PROGRESS PAYMENT 1

0.00 MIRA LOMA
Total: 70368Check No. 103,737.62
Total for SENITICA CONSTRUCTION INC. 103,737.62
CA 91746

0.0002/09/2023 70428OP
02/09/2023010509
02/09/20231/24 - 2/20 (CS)
02/09/2023PORTALET RENTALS 122057SO CAL INDUSTRIES
114.28611882

0.00 CITY OF INDUSTRY
Item: 6
48 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
24Page:

Taxes Withheld
Total: 70428Check No. 114.28
Total for SO CAL INDUSTRIES 114.28
CA 92618

0.0002/02/2023 70369OP
02/02/20231957
02/02/20232ND QTR (CD)
02/02/2023CDBG-CV SUBRECIPIENT 121919SOUTH COUNTY OUTREACH 10,335.50OCT - DEC 2022 CV

0.00 IRVINE
CA 92618

0.0002/02/2023 70369OP
02/02/20231957
02/02/20232ND QTR (CD)
02/02/2023CDBG-CV SUBRECIPIENT 121921SOUTH COUNTY OUTREACH 4,161.25OCT - DEC 2022 HHP

0.00 IRVINE
Total: 70369Check No. 14,496.75
Total for SOUTH COUNTY OUTREACH 14,496.75
CA 92630

0.0002/09/2023 70429OP
02/09/2023011369
02/09/2023LFSP (PW)
02/09/2023FLOOR DRAIN REPAIR JAN 121963SOUTH COUNTY PLUMBING INC. 290.0024001

0.00 LAKE FOREST
Total: 70429Check No. 290.00
Total for SOUTH COUNTY PLUMBING INC. 290.00
CA 91772-0002

0.0002/02/2023 70370OP
02/02/20230508
02/02/2023LFSP, BUS SHELTERS (PW)
02/02/2023PARK UTILITIES DEC PARKS, MPS 121800SOUTHERN CALIFORNIA EDISON 20,565.513611 01/13/2023

0.00 ROSEMEAD
CA 91772-0002

0.0002/02/2023 70370OP
02/02/20230508
02/02/2023DEC (PW)
02/02/2023TRAFFIC SIGNAL UTILITIES 121878SOUTHERN CALIFORNIA EDISON 7,166.385025 01/17/2023

0.00 ROSEMEAD
Total: 70370Check No. 27,731.89
CA 91772-0002

0.0002/09/2023 70430OP
02/09/20230508
02/09/2023(PW)
02/09/2023STREET LIGHT UTILITIES JAN 122094SOUTHERN CALIFORNIA EDISON

76.245146 02/03/2023

0.00 ROSEMEAD
CA 91772-0002

0.0002/09/2023 70430OP
02/09/20230508
02/09/2023(PW)
02/09/2023PORTOLA PARK UTILITIES JAN 122095SOUTHERN CALIFORNIA EDISON 125.301549 02/03/2023

0.00 ROSEMEAD
Total: 70430Check No. 201.54
Item: 6
49 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
25Page:

Taxes Withheld
Total for SOUTHERN CALIFORNIA EDISON 27,933.43
OH 44096-8012

0.0002/02/2023 70371OP
02/02/2023011603
02/02/2023
02/02/2023PUBLIC NOTICES DEC (CC) 121865SOUTHERN CALIFORNIA NEWS GROUP 4,124.600000557426

0.00 WILLOUGHBY
Total: 70371Check No. 4,124.60
Total for SOUTHERN CALIFORNIA NEWS GROUP 4,124.60
CA 92630

0.0002/02/2023 70372OP
02/02/2023011427
02/02/2023THEFT (PS)
02/02/2023SHREDDING SERVICES DEC I.D. 121849SOUTHERN CALIFORNIA SHREDDING 660.00216279

0.00 INC.

LAKE FOREST
Total: 70372Check No. 660.00
Total for SOUTHERN CALIFORNIA SHREDDING 660.00
CA 92630

0.0002/09/2023 70431OP
02/09/202319391
02/09/2023
02/09/2023STAFF UNIFORMS (CS) 122054SPECTRUM SPECIALTIES

54.9136776

0.00 & AWARDS

LAKE FOREST
Total: 70431Check No. 54.91
Total for SPECTRUM SPECIALTIES 54.91
CA 90051-3030

0.0002/09/2023 70432OP
02/09/2023011758
02/09/2023PERMIT CIVIC CENTER (PW)
02/09/2023ELEVATOR / WHEELCHAIR LIFT 121995STATE OF CALIFORNIA 125.00E 1936150 SN

0.00 DEPT OF INDUSTRIAL RELATIONS

LOS ANGELES
CA 90051-3030

0.0002/09/2023 70432OP
02/09/2023011758
02/09/2023INSPECTION CIVIC CTR JAN (PW)
02/09/2023PARKING STRUCTURE ELEVATOR 121996STATE OF CALIFORNIA 225.00E 1936148 SN

0.00 DEPT OF INDUSTRIAL RELATIONS

LOS ANGELES
CA 90051-3030

0.0002/09/2023 70432OP
02/09/2023011758
02/09/2023CENTER JAN (PW)
02/09/2023ELEVATOR INSPECTION CIVIC 121997STATE OF CALIFORNIA 225.00E 1936151 SN

0.00 DEPT OF INDUSTRIAL RELATIONS

LOS ANGELES
Total: 70432Check No. 575.00
Total for STATE OF CALIFORNIA 575.00
Item: 6
50 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
26Page:

Taxes Withheld
CA 90660-4512

0.0002/09/2023 70433OP
02/09/2023010654
02/09/2023WASH & STEAM JAN (PW)
02/09/2023GRAFFITI REMOVAL, PRESSURE 122076SUPERIOR PROPERTY SERVICES INC 10,000.0017708

0.00 PICO RIVERA
Total: 70433Check No. 10,000.00
Total for SUPERIOR PROPERTY SERVICES INC 10,000.00
CA 92630

0.0002/09/2023 70434OP
02/09/2023011344
02/09/2023JAN 23 INSTRUCTOR PAYMENT (MS)
02/09/2023EMPLOYEE WELLNESS NOV 22 - 121945SUSAN SELLERS 550.00043

0.00 LAKE FOREST
Total: 70434Check No. 550.00
Total for SUSAN SELLERS 550.00
CA 95812-1888

0.0002/09/2023 70435OP
02/09/202319044
02/09/202306/30/23 CIVIC CENTER (CM)
02/09/2023FILL & EXCAVATION 07/01/22 - 121998SWRCB
365.00WD-0228882

0.00 SACRAMENTO
Total: 70435Check No. 365.00
Total for SWRCB 365.00
CA 92688

0.0002/09/2023 70436OP
02/09/2023011121
02/09/2023EDUCATION JUL - DEC 2022 (CM)
02/09/2023PET ADOPTION SERVICES AND 121944THE PET ADOPTION CENTER OF 9,500.001006

0.00 ORANGE COUNTY

RANCHO SANTA MARGARITA
Total: 70436Check No. 9,500.00
Total for THE PET ADOPTION CENTER OF 9,500.00
CA 92630

0.0002/09/2023 70437OP
02/09/2023011398
02/09/2023
02/09/2023PRE-EMPLOYMENT JAN (MS) 122059THE UPS STORE 0026 270.00TCLF0120230026

0.00 LAKE FOREST
Total: 70437Check No. 270.00
Total for THE UPS STORE 0026 270.00
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023MOUNTAIN VIEW PARK (PW)
02/09/2023RESTROOM LOCK REPAIR OCT 121968THOMAS J. O'CONNELL 324.75INV-2023-101

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Item: 6
51 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
27Page:

Taxes Withheld
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023TAMARISK PARK (PW)
02/09/2023WALKWAY BALLARD REPAIR NOV 121969THOMAS J. O'CONNELL 519.68INV-2023-102

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023BAKER RANCH PARK (PW)
02/09/2023LIGHT POLE REPAIR OCT 121970THOMAS J. O'CONNELL 519.68INV-2023-103

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023OCT PEBBLE CREEK PARK (PW)
02/09/2023CIRCUIT BREAKER FOR TIMER 121971THOMAS J. O'CONNELL 150.35INV-2023-104

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023OCT MOUNTAIN VIEW PARK (PW)
02/09/2023SHORT-CIRCUIT REPAIR, BREAKER 121972THOMAS J. O'CONNELL 277.39INV-2023-105

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023FOOTHILL RANCH PARK (PW)
02/09/2023LIGHT POLE REPAIR NOV 121973THOMAS J. O'CONNELL 519.68INV-2023-106

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023NOV EL TORO PARK (PW)
02/09/2023UNDERGROUND CIRCUIT REPAIR 121974THOMAS J. O'CONNELL 389.76INV-2023-107

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023OCT BORREGO PARK (PW)
02/09/2023WALK & DRIVE WAY LIGHT REPAIRS 121975THOMAS J. O'CONNELL 638.45INV-2023-109

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023RANCH PARK (PW)
02/09/2023LIGHT REPAIRS DEC FOOTHILL 122075THOMAS J. O'CONNELL 1,004.08INV-2023-108

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023CIVIC CENTER (PW)
02/09/2023INSTALL HOLIDAY DECOR NOV 122079THOMAS J. O'CONNELL 259.84INV-2023-113

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023CIVIC CENTER (PW)
02/09/2023PLAZA FIXTURE REPAIRS DEC 122080THOMAS J. O'CONNELL 1,585.46INV-2023-110

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023(MUIRLANDS TO 5 FWY) (PW)
02/09/2023OUTLET REPAIRS NOV EL TORO RD 122081THOMAS J. O'CONNELL 779.52INV-2023-112

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Item: 6
52 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
28Page:

Taxes Withheld
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023
02/09/2023LIGHT INSTALLS DEC LFSP (PW) 122082THOMAS J. O'CONNELL 2,611.33INV-2023-115

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023THE ARBORS (PW)
02/09/2023ELECTRICAL METER REPAIR JAN 122083THOMAS J. O'CONNELL 129.92INV-2023-118

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023JAN TAMARISK PARK (PW)
02/09/2023GROUND VAULT FLOOD REPAIRS 122084THOMAS J. O'CONNELL 1,636.17INV-2023-119

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023REPAIRS JAN HEROES PARK (PW)
02/09/2023SCORE BOARD CIRCUIT BREAKERS 122085THOMAS J. O'CONNELL 454.72INV-2023-121

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
CA 92679

0.0002/09/2023 70438OP
02/09/2023010570
02/09/2023PORTOLA PARK (PW)
02/09/2023WALKWAY LIGHT REPAIRS JAN 122086THOMAS J. O'CONNELL 389.76INV-2023-122

0.00 DBA: LAKE FOREST ELECTRIC

TRABUCO CANYON
Total: 70438Check No. 12,190.54
Total for THOMAS J. O'CONNELL 12,190.54
CA 92679-3715

0.0002/02/2023 70373OP
02/02/2023011759
02/02/2023METER DEC (PW)
02/02/2023MPS UTILITY EL TORO RD/PORTOLA 121867TRABUCO CANYON WATER DISTRICT 128.9001/18/2023

0.00 TRABUCO CANYON
Total: 70373Check No. 128.90
Total for TRABUCO CANYON WATER DISTRICT 128.90
CA 92619

0.0002/02/2023 70374OP
02/02/2023011454
02/02/202312/2, 9, 10, 11, & 19 (CS)
02/02/2023AV FOR PAC EVENT 11/16 & 30, 121843TRIPEPI SMITH AND ASSOCIATES 2,723.759290

0.00 INC
IRVINE
Total: 70374Check No. 2,723.75
Total for TRIPEPI SMITH AND ASSOCIATES 2,723.75
CA 91730

0.0002/09/2023 70439OP
02/09/2023011780
02/09/2023IT EMPLOYEE CIVIC CENTER (CM)
02/09/2023ALARM SYSTEM SERVICE JAN 121982TRL SYSTEMS, INC. 460.00555525

0.00 RANCHO CUCAMONGA
Item: 6
53 8:18 am
03/01/2023

INVOICE APPROVAL LIST REPORT - DETAIL

CITY OF LAKE FOREST
Time:

Date:
29Page:

Taxes Withheld
Total: 70439Check No. 460.00
Total for TRL SYSTEMS, INC. 460.00
TX 75320-3556

0.0002/02/2023 70375OP
02/02/20230626
02/02/2023SYSTEM (F)
02/02/2023REV & REC DATA TO SOURCE 121860TYLER TECHNOLOGIES INC. 4,972.50025-10148

0.00 DALLAS
Total: 70375Check No. 4,972.50
Total for TYLER TECHNOLOGIES INC. 4,972.50
MO 63179-0428

0.0002/02/2023 70376OP
02/02/20232128
02/02/2023
02/02/2023CAL-CARD PURCHASES DEC 121885U.S. BANK CORPORATE PAYMENT 107.666249 2022-12-26

0.00 SYSTEMS
ST. LOUIS
MO 63179-0428

0.0002/02/2023 70376OP
02/02/20232128
02/02/2023
02/02/2023CAL-CARD PURCHASES DEC 121886U.S. BANK CORPORATE PAYMENT 43,634.414348 2022-12-26

0.00 SYSTEMS
ST. LOUIS
Total: 70376Check No. 43,742.07
Total for U.S. BANK CORPORATE PAYMENT 43,742.07
CA 92877-0102

0.0002/09/2023 70440OP
02/09/2023011138
02/09/2023JAN (PW)
02/09/2023UNDERGROUND SERVICES ALERT 121952UNDERGROUND SERVICE ALERT OF 216.50120230380

0.00 SOUTHERN CALIFORNIA
CORONA
Total: 70440Check No. 216.50
Total for UNDERGROUND SERVICE ALERT OF 216.50
TX 75266-0108

0.0002/02/2023 70377OP
02/02/2023010673
02/02/2023SERVICES JAN (CM)
02/02/2023CELLULAR PHONES AND DATA 121879VERIZON WIRELESS 1,328.959925209442

0.00 DALLAS
TX 75266-0108

0.0002/02/2023 70377OP
02/02/2023010673
02/02/2023JAN (CM)
02/02/2023PARKS PRIVATE VPN FOR CCTV 121880VERIZON WIRELESS 266.329924805448

0.00 DALLAS
Total: 70377Check No. 1,595.27
Total for VERIZON WIRELESS 1,595.27
Item: 6
54 8:18 am
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CITY OF LAKE FOREST
Time:

Date:
30Page:

Taxes Withheld
AZ 85016

0.0002/02/2023 70378OP
02/02/2023011871
02/02/202301/15 (C SHULDA) (CD)
02/02/2023TEMP SERVICES WEEK ENDING 121801VINCENTBENJAMIN GROUP LLC 1,360.0095702179116

0.00 PHOENIX
Total: 70378Check No. 1,360.00
AZ 85016

0.0002/09/2023 70441OP
02/09/2023011871
02/09/202311/27/22 (N SHARPE) (CC)
02/09/2023TEMP SERVICES WEEK ENDING 121938VINCENTBENJAMIN GROUP LLC 816.0095702177465

0.00 PHOENIX
AZ 85016

0.0002/09/2023 70441OP
02/09/2023011871
02/09/20231/22/23 (C SHULDA) (CD)
02/09/2023TEMP SERVICES WEEK ENDING 121939VINCENTBENJAMIN GROUP LLC 1,088.0095702179345

0.00 PHOENIX
AZ 85016

0.0002/09/2023 70441OP
02/09/2023011871
02/09/20231/29 (C SHULDA) (CD)
02/09/2023TEMP SERVICES WEEK ENDING 121940VINCENTBENJAMIN GROUP LLC 1,360.0095702179696

0.00 PHOENIX
AZ 85016

0.0002/09/2023 70441OP
02/09/2023011871
02/09/202310/16/22 (N SHARPE) (CC)
02/09/2023TEMP SERVICES WEEK ENDING 121941VINCENTBENJAMIN GROUP LLC 1,326.0095702175907

0.00 PHOENIX
AZ 85016

0.0002/09/2023 70441OP
02/09/2023011871
02/09/202310/9/22 (A TRAN) (CC)
02/09/2023TEMP SERVICES WEEK ENDING 121942VINCENTBENJAMIN GROUP LLC 1,360.0095702175638

0.00 PHOENIX
AZ 85016

0.0002/09/2023 70441OP
02/09/2023011871
02/09/20232/5 (C SHULDA) (CD)
02/09/2023TEMP SERVICES WEEK ENDING 122064VINCENTBENJAMIN GROUP LLC 816.0095702180021

0.00 PHOENIX
Total: 70441Check No. 6,766.00
Total for VINCENTBENJAMIN GROUP LLC 8,126.00
CA 92691

0.0002/09/2023 70442OP
02/09/20232214
02/09/2023
02/09/2023CDBG SUBRECIPIENT 2ND QTR (CD) 122020VOCATIONAL VISIONS INC. 1,250.00OCT - DEC 2022

0.00 MISSION VIEJO
Total: 70442Check No. 1,250.00
Total for VOCATIONAL VISIONS INC. 1,250.00
Item: 6
55 8:18 am
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Time:

Date:
31Page:

Taxes Withheld
TX 75312-3151

0.0002/09/2023 70443OP
02/09/2023011588
02/09/2023(CM)
02/09/2023VOIP SYSTEM FEB SKATE PARK 122104VONAGE BUSINESS 137.352226862

0.00 DALLAS
TX 75312-3151

0.0002/09/2023 70443OP
02/09/2023011588
02/09/2023(CM)
02/09/2023VOIP SYSTEM FEB CIVIC CENTER 122105VONAGE BUSINESS 9,066.712226863

0.00 DALLAS
TX 75312-3151

0.0002/09/2023 70443OP
02/09/2023011588
02/09/2023(CM)
02/09/2023VOIP SYSTEM FEB SPORTS PARK 122106VONAGE BUSINESS 544.582226861

0.00 DALLAS
Total: 70443Check No. 9,748.64
Total for VONAGE BUSINESS 9,748.64
MO 63195-2818

0.0002/09/2023 70444OP
02/09/20232212
02/09/2023CD, CM, CS)
02/09/2023CITY VEHICLE FUEL JAN (PS, PW, 121947VOYAGER FLEET SYSTEMS INC. 1,476.718690611272304

0.00 SAINT LOUIS
Total: 70444Check No. 1,476.71
Total for VOYAGER FLEET SYSTEMS INC. 1,476.71
GA 30353-2306

0.0002/02/2023 70379OP
02/02/2023011495
02/02/2023LIGHTING DEC (PW)
02/02/2023CA/CI EL TORO / PORTOLA PARK 121857WALLACE & ASSOCIATES 2,511.00W800937

0.00 CONSULTING INC.

ATLANTA
GA 30353-2306

0.0002/02/2023 70379OP
02/02/2023011495
02/02/2023MEADOWS TRAFFIC IMPROV (PW)
02/02/2023CA/CI BAKE & BAFFIN BAY DEC 121858WALLACE & ASSOCIATES 4,496.19W800936

0.00 CONSULTING INC.

ATLANTA
Total: 70379Check No. 7,007.19
Total for WALLACE & ASSOCIATES 7,007.19
CA 92806

0.0002/02/2023 70380OP
02/02/202323721
02/02/2023JAN 1-15 (PW)
02/02/2023TREE MAINTENANCE 121877WEST COAST ARBORISTS, INC. 26,018.00195213

0.00 ANAHEIM
Total: 70380Check No. 26,018.00
Total for WEST COAST ARBORISTS, INC. 26,018.00
Item: 6
56 8:18 am
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Time:

Date:
32Page:

Taxes Withheld
CA 92590

0.0002/09/2023 70445OP
02/09/2023011911
02/09/2023IMPACT FEE STUDY DEC (F)
02/09/2023COMPREHENSIVE DEVELOPMENT 121948WILLDAN FINANCIAL SERVICES 2,576.00010-53636

0.00 TEMECULA
Total: 70445Check No. 2,576.00
Total for WILLDAN FINANCIAL SERVICES 2,576.00
CA 94025

0.0002/02/2023 70381OP
02/02/2023011901
02/02/2023ROUND 3 (ED)
02/02/2023COMMUNITY GIFT CARD BOGO 121928YIFTEE INC
174,000.004821

0.00 MENLO PARK
Total: 70381Check No. 174,000.00
Total for YIFTEE INC 174,000.00
CA 92883

0.0002/09/2023 70446OP
02/09/2023011790
02/09/2023RANCHO SERRANO DEC (PW)
02/09/2023NH PARK RENO BORREGO, REGENCY, 122098Z&K CONSULTANTS, INC. 3,054.009042B

0.00 CORONA
CA 92883

0.0002/09/2023 70446OP
02/09/2023011790
02/09/2023& SUNDOWNER PARKS DEC (PW)
02/09/2023NEIGHBORHOOD PARK RENO VINTAGE 122099Z&K CONSULTANTS, INC. 17,912.009042A

0.00 CORONA
Total: 70446Check No. 20,966.00
Total for Z&K CONSULTANTS, INC. 20,966.00

0.00 0.00
3,049,101.09
3,049,101.09
3,049,101.09
Net Total:

Less Hand Check Total:

Grand Total:

Total Invoices: 231 Less Credit Memos:

Outstanding Invoice Total:

Item: 6
57 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/07/23
DEPARTMENT: Public Works
SUBJECT:

NOTICE OF COMPLETION FOR THE SPORTS PARK PAVER REPLACEMENT PROJECT PW 2020-11 AND APPROVAL OF CONTRACT CHANGE ORDER NO. 2
RECOMMENDED ACTION(S):

1. Approve Contract Change Order No. 2 with IE General Engineering, Inc. for the Sports Park Paver Replacement Project (PW 2020-11) and authorize the City Manager to execute the document in the amount of $34,512.

2. Find that IE General Engineering, Inc. has completed construction of the Sports Park Paver Replacement Project (PW 2020-11).

3. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City.

4. Authorize City Clerk to submit Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of City Council approval, as required by Section 9204 of the California Civil Code.

5. Authorize staff to release any unencumbered retention in accordance with California law.

EXECUTIVE SUMMARY:

On March 17, 2022, the City awarded a contract to IE General Engineering, Inc. (“IE”), the lowest responsible, responsive bidder, in the amount of $169,700 to provide driveway and walkway repairs in the Lake Forest Sports Park. The Sports Park Paver Replacement Project (“Project”) replaced deteriorating and damaged flagstone pavers.

The Project began on July 25, 2022. The City Manager approved Contract Change Order #1 (“CCO #1”) on September 15, 2022, for $1,694.30 to use an enhanced concrete sealer to protect the final concrete surface.

Item: 7
58 1
5 7
6 During construction, additional replacement areas were added to the project. The work required the replacement of four existing paver ADA crosswalk sections and 942 square feet of concrete walkway. The additional work increased compensation in the amount of $34,512 and requires City Council approval of Contract Change Order #2 (“CCO #2”) (Attachment 1).

The Project was substantially complete on February 4, 2023. The total construction cost, including the two contract change orders is $205,906.30. After final inspection of the Project, determination of final quantities, and progress payment processing, the Project is now ready for the Notice of Completion. Staff requests the City Council approve CCO #2 for the final quantity adjustments and authorize the City Manager to execute the document in an amount not-to-exceed $34,512. Staff also requests the City Council approve the Notice of Completion (Attachment 2) and direct staff to release any unencumbered retention in accordance with California law. Sufficient funding is available to cover the costs of the recommended actions.

BACKGROUND:

On November 29, 2021, the City Manager authorized the advertisement of the Sports Park Paver Replacement Project for construction. This Project replaced the flagstone pavers at Lake Forest Sports Park that become loose, chipped, and broken, with colored stamped concrete.

The original plans for the Project included 2,300 square feet of concrete driveway and 5,800 square feet of concrete walkway. Bids for the Project were received on January 20, 2022 and subsequently vetted by staff. On March 17, 2022, the City Council awarded the construction contract to IE to construct the Project in the amount of $169,700.

The Project began on July 25, 2022. During construction, staff required the use of an enhanced concrete sealer that provides the stamped concrete with an increased level of protection to repel oils and other materials that could stain the concrete. The change added $1,694.30 in compensation to the construction contract with IE. The City Manager approved this extra work by authorizing CCO #1 on September 15, 2022.

DISCUSSION:

IE substantially completed construction activities on February 4, 2023. The City’s construction manager conducted a final inspection to ensure the Project’s completion per the contract requirements.

Item: 7
59 1
5 7
6 CCO #2 (Attachment 1), in the amount of $34,512, addresses additional areas of walkway that were identified for replacement during construction. The additional work required the removal of four paver ADA crosswalk sections and 942 square feet of additional concrete walkway. To ensure the structural integrity of the ADA crosswalks, the paver tiles and sub slabs were removed and replaced with 6” concrete walkway sections and Safety Step TD ADA Warning Systems. Staff recommends approval of CCO #2 to cover the costs of the ADA crosswalk sections and concrete walkway quantity adjustments totaling $34,512.

The Notice of Completion establishes a date that limits the time subcontractors and material vendors may file stop notices or liens against the project. Following City Council approval, the City Clerk must submit the Notice of Completion to the Orange County Clerk Recorder within 15 days of the City Council’s action, as required by Civil Code Section 9204. Following approval and recordation, the Notice of Completion establishes a 30-day period for subcontractors and material vendors to file stop payment notices and initiates the start date for the warranty period. Since the work has been completed and accepted by the City, staff recommends the City Council approve the Notice of Completion and release the retention payment 30 days after recording the Notice of Completion, providing there are no stop notices for the project on file with the City.

Approving the recommended action would approve the final change order (CCO #2), find the project complete, authorize the Mayor and City Clerk to sign the Notice of Completion, and allow staff to release any unencumbered retention in accordance with California law.

FISCAL IMPACT:

The fiscal impact of the recommended action would authorize CCO #2 in the amount of $34,512 and allow staff to release any unencumbered retention in accordance with California law. The total contract cost of the Project would be $205,906.30 with approval of CCO#2. Sufficient funding is available to cover the costs of the recommended actions.

ATTACHMENTS:

1. Contract Change Order No. 2 with IE General Engineering, Inc.

2. Notice of Completion for Sports Park Paver Replacement Project (PW 2020-11)
Initiated By: Justin Kirk, Street Maintenance Administrator Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 7
60 Attachment 1
Item: 7
61 Item: 7
62 Date: 2/7/2023
Project: OWNER

ENGINEER

CONTRACTOR
Contractor: CONST MGREngineer: City of Lake Forest
Contract For:

Change Order 002

FIELD/ OTHER
PW 2020-11
Contract Date: 3/17/2022
Project NOS:

IE General Engineering, Inc
Sports Complex Paver Rehab

Date: 2/7/2023
Qty +/- Unit Item Cost
Item 1 1 LS 19,440.00$
Item 2 942 SF 15,072.00$
34,512.00$
Total 34,512.00$ Change Order 002
Subtotal Change Order Item Cost
Remove and replace additional exposed aggregate
sidewalk panels adjacent to concrete ribbon
Remove and replace 6" concrete walkway, truncated
dome tiles, and install Safety Step TD grey ADA
dome mats at 4 areas of crosswalk
19,440.00$

16.00$
Mark
Up/Bond
Sports Complex Paver Rehab
Unit PriceChange Order Description
Change Order 002
The list below is a description of the work to be done, an estimate of quantities and prices to be paid. You are hereby directed to make the herein changes from the plans and specifications or to do the following described work not included in the plans and specifications on this contract:
2 of 2
Item: 7
63 Attachment 2
Item: 7
64 RECORDING REQUESTED BY
AND MAIL TO:

Lisa Berglund
City Clerk
City of Lake Forest
100 Civic Center Dr
Lake Forest, California, 92630

Fee Exempt – Gov’t Code §27383

NOTICE OF COMPLETION
(C.C.C. 9204 - PUBLIC WORKS)

NOTICE IS HEREBY GIVEN THAT:

1. The City of Lake Forest located at 100 Civic Center Drive, Lake Forest, California, 92630, has completed a public work of improvement described as Sports Park Paver Replacement Project (PW 2020-11) and accepted by the awarding authority upon the date hereof.

2. Date of completion: February 4, 2023.

3. Description of work performed: Remove and replace flagstone driveways and walkways with stamped concrete

4. The City’s interest in the property in which the public work was completed is: X Fee  Easement  Lease.

5. The real property upon which said public work was performed in the City of Lake Forest is: Lake Forest Sports Park 28000 Vista Terrace, Lake Forest, CA 92630

6. The contractor was: IE General Engineering, Inc.

Dated ____________________________________ __________________________________________ Debra Rose, City Manager
City of Lake Forest
ATTEST:

_________________________________________
Lisa Berglund, City Clerk

VERIFICATION

I, the und ersigned, s ay: I am the City Manager of the City of Lake Forest , the declar ant of the fo regoing Notic e of Completion; I have read said Notice of Completion and know the contents thereof, the same is true of my knowledge . I declare under penalty of perjury that the foregoing is true and correct.

Executed at Lake Forest, California, on this ____ day of _________________, 2023.

__________________________________________
Debra Rose, City Manager
City of Lake Forest
ATTEST:

__________________________________________
Lisa Berglund, City Clerk

Item: 7
65 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/7/2023
DEPARTMENT: Community Development
SUBJECT:

ORDINANCE AMENDING SECTIONS 9.04.030 AND 9.146.050 OF THE LAKE

FOREST MUNICIPAL CODE REGARDING ACCESSORY DWELLING UNITS AND JUNIOR ACCESSORY DWELLING UNITS TO COMPLY WITH SB 897 RECOMMENDED ACTION(S):

Introduce for first reading an Ordinance entitled: AN ORDINANCE OF THE CITY

COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA AMENDING SECTIONS 9.04.030 AND 9.146.050 OF THE LAKE FOREST MUNICIPAL

CODE GOVERNING ACCESSORY DWELLING UNITS AND JUNIOR

ACCESSORY DWELLING UNITS AND FINDING THE ACTION TO BE EXEMPT

FROM CEQA
EXECUTIVE SUMMARY:

In September 2022, the California Legislature approved, and the Governor signed into law, a new bill (“SB 897”) that further amends Government Code sections 65852.2 and 65852.22—the state statutes regulating accessory dwelling units (“ADUs”) and junior accessory dwelling units (“JADUs”), respectively. State ADU law requires cities’ local ADU ordinances to be consistent with state law, including amendments to the same. Failure to do so can impact the enforceability of a City’s ADU ordinance. The attached ordinance updates the City’s ADU regulations to comply with SB 897 (Attachment 1). A red-lined version of the City’s current Municipal Code is provided as Attachment 2 to illustrate the impact of the proposed ordinance. Additional amendments improve the legibility of the Code and provide standards where the current ordinance is silent. The Planning Commission considered the item at a public hearing on February 9, 2023 and recommended adoption of the ordinance (Attachment 3).

Staff recommends the City Council approve and introduce for first reading the attached ordinance to ensure the City’s Municipal Code remains in compliance with state law.

Item: 8
66 BACKGROUND:

In recent years, the California Legislature has approved, and the Governor has signed into law, a number of bills that impose limits on local governments to regulate ADUs and JADUs. These bills include Assembly Bills 68 and 881 and Senate Bill 13, which went into effect on January 1, 2020. The City Council previously adopted Ordinance No. 336 to comply with this legislation.

Following the bills noted above, in 2020 and 2021, the California Legislature approved, and the Governor signed into law, Assembly Bill 3182 (“AB 3182”) and Assembly Bill 345 (“AB 345”). Among other things, AB 3182 expanded the scenarios under which the City must allow certain ADUs and JADUs with only a building permit. AB 345 required cities to allow the separate sale or conveyance of certain ADUs that satisfy the conditions set forth in Government Code section 65852.26. Such conditions include, among other things, that the ADU or the primary dwelling was constructed by a qualified nonprofit and the ADU is sold to a qualified low-income buyer. The City Council previously adopted Ordinance Nos. 343 (January 19, 2021) and 355 (September 6, 2022) to comply with AB 3182 and AB 345.

In September 2022, the California Legislature approved, and the Governor signed into law, SB 897. Among other things, SB 897:
•Requires the City to allow certain ADUs to be taller—up to 18 or 25 feet, depending on the situation;
•Requires the City’s front setback requirement to yield for certain ADUs; •Requires the City to justify a denial with a full set of detailed comments describing the deficiencies in the application and explaining how to remedy them;
•Prohibits the City from denying an application to create an ADU solely because corrections are needed to address nonconforming zoning conditions, building code violations, or unpermitted structures elsewhere on the lot that do not present a threat to public health and safety and are not affected by the construction of the ADU; and
•In instances where a JADU will share a bathroom with the primary dwelling, the City must require the JADU to have an interior entry to the primary dwelling’s “main living area,” independent of the exterior entrances of the JADU and primary dwelling.

SB 897 is effective January 1, 2023. As previously noted, state ADU law requires cities’ local ADU ordinances to be consistent with state law, including amendments to the same. Failure to do so can impact the enforceability of the Item: 8
67 City’s ADU ordinance. The attached ordinance updates the City’s ADU ordinance to comply with SB 897 and is discussed in further detail in the below.

DISCUSSION:

The City’s local regulations governing the creation of ADUs and JADUs are contained in section 9.146.050 of the Lake Forest Municipal Code (“LFMC”).

Included as Exhibit “A” to Attachment 1 is a proposed ordinance that amends section 9.146.050 to comply with SB 897. Attachment 2 is a "redline" showing the changes to LFMC section 9.146.050 that will be effectuated by the ordinance.

In addition to the amendments necessary to comply with SB 897, the ordinance also includes the following staff-initiated amendments:
•Replaces the Zoning Code’s definition for “ADU” (in LFMC section

9.04.030) with a cross-reference to the definition for this term provided in LFMC section 9.146.050 (i.e., the City’s ADU ordinance). This amendment ensures that the definition for ADU is and remains consistent across the LFMC.
•Specifies that an existing driveway may be widened in conjunction with the construction of an ADU, to accommodate or access a new parking space, to a maximum of 30 feet or 60% of the width of the lot. This amendment facilitates provisions for off-street parking but does not provide for widening of driveway aprons in the public right-of-way; thereby preserving on-street parking.
•Specifies that the separate utility connections required to serve new ADUs, with the exception of ADU's created by converting an existing structure or portion thereof on a single-family residential property, are gas and electricity.

Adopting the proposed ordinance will align LFMC section 9.146.050 with the most recent changes in State law. Consequently, staff recommends the City Council adopt the proposed ordinance.

ENVIRONMENTAL REVIEW:

Under California Public Resources Code section 21080.17, the CEQA does not apply to the adoption of an ordinance by a city or county implementing the provisions of section 65852.2 of the Government Code, which is California’s ADU law and which also regulates JADUs, as defined by section 65852.22.

Therefore, the proposed ordinance is statutorily exempt from CEQA in that the proposed ordinance implements the state’s ADU law.

Item: 8
68 PLANNING COMMISSION RECOMMENDATION
In accordance with LFMC section 9.02.030, the Planning Commission consid- ered the staff report and draft ordinance at a noticed public hearing on February 9, 2023. After an opportunity for public comment and discussion, the Commission adopted a resolution recommending approval of the ordinance (Attachment 3). No public comment was provided at or before the hearing on the draft ordinance.

PUBLIC NOTICING:

In accordance with Lake Forest Municipal Code Section 9.184.040(C)(2) and California Government Code section 65090, this project has been noticed in a newspaper of general circulation on February 23, 2023. In addition, on February 23, 2023, public notices were posted at City Hall.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

1. Draft Ordinance Amending LFMC Sections 9.04.030 and 9.146.050

2. Draft Amendments to LFMC Section 9.146.050 in “Redline” Formatting

3. Planning Commission Resolution
Initiated By: Ryan Stager, City Attorney's Office; Ron Santos, Senior Planner Submitted By: Gayle Ackerman, Director of Community Development Approved By: Debra Rose, City Manager
Item: 8
69 55136.00400\40914755.1
ATTACHMENT 1
Item: 8
70 55136.00400\40914755.1

Page 1 of 17 ends

ORDINANCE NO. ____

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA AMENDING SECTIONS 9.04.030
AND 9.146.050 OF THE LAKE FOREST MUNICIPAL CODE

GOVERNING ACCESSORY DWELLING UNITS AND JUNIOR

ACCESSORY DWELLING UNITS AND FINDING THE ACTION

TO BE EXEMPT FROM CEQA
WHEREAS, the City of Lake Forest, California (“City”) is a municipal corporation, duly organized under the California Constitution and laws of the State of California; and WHEREAS, the Planning and Zoning Law authorizes local agencies to act by ordinance to provide for the creation and regulation of accessory dwelling units (“ADUs”) and junior accessory dwelling units (“JADUs”); and WHEREAS, in 2019, the California Legislature approved, and the Governor signed into law a number of bills (“2019 ADU Laws”) that, among other things, amended Government Code section 65852.2 and 65852.22 to impose new limits on local authority to regulate ADUs and JADUs; and
WHEREAS, on July 21, 2020, the City Council adopted Ordinance No. 336, which updated the City’s ADU and JADU regulations (contained in Lake Forest Municipal Code section 9.146.050) to comply with the 2019 ADU Laws; and WHEREAS, in September 2020, the California Legislature approved, and the Governor signed into law, Assembly Bill 3182 (“AB 3182”); and WHEREAS, AB 3182, among other things, amended Government Code section 65852.2 to expand the scenarios under which the City must allow certain ADUs and JADUs with only a building permit; and
WHEREAS, on January 19, 2021, the City Council adopted Ordinance No. 343, which updated the City’s ADU and JADU regulations to comply with AB 3182; and WHEREAS, in September 2021, the California Legislature approved, and the Governor signed into law, Assembly Bill 345 (“AB 345”); and WHEREAS, AB 345 requires cities to allow the separate sale or conveyance of certain ADUs that satisfy the conditions set forth in Government Code section 65852.26.

Such conditions include, among other things, that the ADU or the primary dwelling was constructed by a qualified nonprofit and the ADU is sold to a qualified low-income buyer; and
WHEREAS, on September 6, 2022, the City Council adopted Ordinance No. 355 to comply with AB 345; and
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WHEREAS, in September 2022, the California Legislature approved, and the Governor signed into law, a new bill (SB 897) that further amends the state ADU law; and
WHEREAS, this ordinance updates the City’s ADU and JADU regulations to comply SB 897. The ordinance also includes various staff initiated refinements intended to augment clarity for staff and members of the public. Such refinements include, but are not limited to, replacing the Zoning Code’s definition for “ADU” with a cross- reference to the definition for this term provided in LFMC section 9.146.050; and WHEREAS, on January 26, 2023, the City gave public notice of a Planning Commission public hearing to be held to consider this ordinance by advertisement in a newspaper of general circulation; and
WHEREAS, on February 9, 2023, the Planning Commission held a duly-noticed public hearing to consider the staff report, recommendations by staff, and public testimony concerning this ordinance. Following the public hearing, the Planning Commission voted to forward the ordinance to the City Council with a recommendation in favor of its adoption; and
WHEREAS, on February 23, 2023 the City gave public notice of a City Council public hearing to be held to consider this ordinance by advertisement in a newspaper of general circulation; and
WHEREAS, on March 7, 2023, the City Council held a duly-noticed public hearing to consider the ordinance, including: (1) the public testimony and agenda reports prepared in connection with the Ordinance, (2) the policy considerations discussed therein, and (3) the consideration and recommendation by the City’s Planning Commission; and
WHEREAS, all legal prerequisites to the adoption of the Ordinance have occurred.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE FOREST DOES HEREBY ORDAIN AS FOLLOWS:

Section 1. The foregoing Recitals are true and correct and are incorporated herein by this reference.

Section 2. CEQA. Under California Public Resources Code section 21080.17, the California Environmental Quality Act (“CEQA”) does not apply to the adoption of an ordinance by a city or county implementing the provisions of section 65852.2 of the Government Code, which is California’s ADU law and which also regulates JADUs, as defined by section 65852.22. Therefore, the proposed ordinance is statutorily exempt from CEQA in that the proposed ordinance implements the state’s ADU law.

Section 3. General Plan. This ordinance is, as a matter of law, consistent with Item: 8
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the City’s General Plan pursuant to Government Code Section 65852.2(a)(1)(C).

Section 4. LFMC Section 9.04.030 Code Amendment. The definition for “Accessory Dwelling Unit (ADU)” provided in Section 9.04.030 of the Lake Forest Municipal Code is hereby amended to read in its entirety as follows:
“Accessory Dwelling Unit (ADU): See Section 9.146.050.” Section 5. LFMC Section 9.146.050 Code Amendments. Section 9.146.050 of the Lake Forest Municipal Code is hereby amended and restated to read in its entirety as provided in Exhibit “1,” attached hereto and incorporated herein.

Section 6. Effective Date. This Ordinance takes effect 30 days following its adoption.

Section 7. Submittal to HCD. The City Clerk shall submit a copy of this Ordinance to the Department of Housing and Community Development within 60 days after adoption.

Section 8. Custodian of Records. The documents and materials that constitute the record of proceedings on which this Ordinance is based are located at the City Clerk’s office located at 100 Civic Center Drive, Lake Forest, CA 92630. The custodian of these records is the City Clerk.

Section 9. Severability. If any section, sentence, clause or phrase of this Ordinance or the application thereof to any entity, person or circumstance is held for any reason to be invalid or unconstitutional, such invalidity or unconstitutionality shall not affect other provisions or applications of this Ordinance which can be given effect without the invalid provision or application, and to this end the provisions of this Ordinance are severable. The City Council hereby declares that they would have adopted this Ordinance and each section, sentence, clause or phrase thereof, irrespective of the fact that any one or more section, subsections, sentences, clauses or phrases be declared invalid or unconstitutional.

Section 10. Certification. The City Clerk shall certify to the adoption of this Ordinance and cause it, or a summary of it, to be published once within 15 days of adoption in a newspaper of general circulation printed and published within the City of Lake Forest, and shall post a certified copy of this Ordinance, including the vote for and against the same, in the Office of the City Clerk in accordance with California Government Code section 36933.
[SIGNATURES ON FOLLOWING PAGE]
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PASSED, APPROVED, AND ADOPTED by the City Council of Lake Forest, California, on the _____ day of ___________ 2023.

DOUG CIRBO, MAYOR
ATTEST:

LISA BERGLUND, MPA

CITY CLERK
APPROVED AS TO FORM:

MATTHEW E. RICHARDSON

CITY ATTORNEY

STATE OF CALIFORNIA )

COUNTY OF ORANGE ) SS

CITY OF LAKE FOREST )
I, Lisa Berglund, City Clerk of the City of Lake Forest, do hereby certify that the foregoing Ordinance No. _______ was duly introduced and placed upon its first reading at a regular meeting of the City Council on the 7th day of March, 2023, and thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council on the ___ day of _____ 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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EXHIBIT “1”
Amended Lake Forest Municipal Code Section 9.146.050
___

9.146.050 Accessory dwelling units
A.Purpose. The purpose of this section is to allow and regulate accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) in compliance with California Government Code Sections 65852.2 and 65852.22.

B.Effect of Conforming. An ADU or JADU that conforms to the standards in this section will not be:

1. Deemed to be inconsistent with the City’s general plan and zoning designation for the lot on which the ADU or JADU is located.

2. Deemed to exceed the allowable density for the lot on which the ADU or JADU is located.

3. Considered in the application of any local ordinance, policy, or program to limit residential growth.

4. Required to correct a nonconforming zoning condition, as defined in subsection (C)(9) below. This does not prevent the City from enforcing compliance with applicable building standards in accordance with Health and Safety Code Section 17980.12.

C.Definitions. As used in this section, terms are defined as follows:

1. “Accessory dwelling unit” or “ADU” means an attached or a detached residential dwelling unit that provides complete independent living facilities for one or more persons and is located on a lot with a proposed or existing primary residence. An accessory dwelling unit also includes the following:
a. An efficiency unit, as defined by Section 17958.1 of the California Health and Safety Code; and
b. A manufactured home, as defined by Section 18007 of the California Health and Safety Code.

2. “Accessory structure” means a structure that is accessory and incidental to a dwelling located on the same lot.

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3. “Complete independent living facilities” means permanent provisions for living, sleeping, eating, cooking, and sanitation on the same parcel as the single-family or multifamily dwelling is or will be situated.

4. “Director” means the Director of Community Development.

5. “Efficiency kitchen” means a kitchen that includes all of the following:
a. A cooking facility with appliances.
b. A food preparation counter and storage cabinets that are of reasonable size in relation to the size of the JADU.

6. “Junior accessory dwelling unit” or “JADU” means a residential unit that satisfies all of the following:
a. It is no more than 500 square feet in size.
b. It is contained entirely within an existing or proposed single-family structure. An enclosed use within the residence, such as an attached garage, is considered to be a part of and contained within the single- family structure.
c. It includes its own separate sanitation facilities or shares sanitation facilities with the existing or proposed single-family structure. d. If the unit does not include its own separate bathroom, then it contains an interior entrance to the main living area of the existing or proposed single-family structure in addition to an exterior entrance that is separate from the main entrance to the primary dwelling. e. It includes an efficiency kitchen, as defined in subsection (C)(5) of this section.

7. “Living area” means the interior habitable area of a dwelling unit, including basements and attics, but does not include a garage or any accessory structure.

8. “Multifamily dwelling” means any structure with two or more attached dwellings on a single lot (e.g., apartments, attached townhomes, row houses).

9. “Nonconforming zoning condition” means a physical improvement on a property that does not conform with current zoning standards.

10. “Passageway” means a pathway that is unobstructed clear to the sky and extends from a street to one entrance of the ADU or JADU.

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11. “Proposed dwelling” means a dwelling that is the subject of a permit application and that meets the requirements for permitting.

12. “Public transit” means a location, including, but not limited to, a bus stop or train station, where the public may access buses, trains, subways, and other forms of transportation that charge set fares, run on fixed routes, and are available to the public.

13. “Tandem parking” means that two or more automobiles are parked on a driveway or in any other location on a lot, lined up behind one another.

D.Approvals. The following approvals apply to ADUs and JADUs under this section:

1.Building-Permit Only. If an ADU or JADU complies with each of the general requirements in subsection (E) below (“General ADU and JADU Requirements”), it is allowed with only a building permit in the following scenarios:
a.Converted on Single-Family Lot. One ADU (as described in this subsection (D)(1)(a)) and one JADU on a lot with a proposed or existing single-family dwelling on it, where the ADU or JADU:
i. Is either: within the space of a proposed single-family dwelling; or within the existing space of an existing single- family dwelling; or (in the case of an ADU only) within the existing space of an accessory structure, plus up to 150 additional square feet if the expansion is limited to
accommodating ingress and egress.
ii. Has exterior access that is independent of that for the single- family dwelling.
iii. Has side- and rear-yard setbacks sufficient for safety, as dictated by applicable building and fire codes.
iv. The JADU complies with all the requirements of Government Code Section 65852.22.
b.Limited Detached on Single-Family Lot: One detached, new- construction ADU on a lot with a proposed or existing single-family dwelling (in addition to any JADU that might otherwise be established on the lot under subsection (D)(1)(a) of this section), if the detached ADU complies with the following limitations:
i. The side- and rear-yard setbacks are at least four 4 feet. ii. The total floor area is 800 square feet or smaller.

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iii. The peak height above grade does not exceed the applicable height limit provided in subsection (E)(2) below.
c.Converted on Multifamily Lot: One or more ADUs within portions of existing multifamily dwelling structures that are not used as livable space, including, but not limited to, storage rooms, boiler rooms, passageways, attics, basements, or garages, if each converted ADU complies with state building standards for dwellings. Under this subsection (D)(1)(c), at least one converted ADU is allowed within an existing multifamily dwelling, up to a quantity equal to 25 percent of the existing multifamily dwelling units.
d.Limited Detached on Multifamily Lot: No more than two detached ADUs on a lot that has an existing or proposed multifamily dwelling, if each detached ADU satisfies the following limitations:
i. The side- and rear-yard setbacks are at least four feet. If the existing multifamily dwelling has a rear or side yard setback of less than four feet, the City will not require any modification to the multifamily dwelling as a condition of approving the ADU.
ii. The peak height above grade does not exceed the applicable height limit provided in subsection (E)(2) below.

2.ADU Permit—Required and Fee.
a. Except as allowed under subsection (D)(1) of this section (“Building-Permit Only”), no ADU may be created without a building permit and an ADU permit in compliance with the standards set forth in subsections (E) (“General ADU and JADU Requirements”) and (F) (“Specific ADU Requirements”) below.
b. The City may charge a fee to reimburse it for costs incurred in processing ADU permits, including the costs of adopting or amending the City’s ADU ordinance. The ADU-permit processing fee is established by resolution of the City Council.

3.Process and Timing.
a. An ADU permit is considered and approved ministerially, without discretionary review or a hearing.
b. The City must approve or deny an application to create an ADU or JADU within 60 days from the date that the City receives a completed application. If the City has not approved or denied the completed application, the application is deemed approved unless either:

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i. The applicant requests a delay in writing, in which case the 60-day time period is tolled for the period of the requested delay; or
ii. When an application to create an ADU or JADU is submitted with a permit application to create a new single-family or multifamily dwelling on the lot, the City may delay acting on the permit application for the ADU or JADU until the City acts on the permit application to create the new single-family or multifamily dwelling, but the application to create the ADU or JADU will still be considered ministerially without discretionary review or a hearing.
c. If the City denies an application to create an ADU or JADU, the City must provide the applicant with comments that include, among other things, a list of all the defective or deficient items and a description of how the application may be remedied by the applicant. Notice of the denial and corresponding comments must be provided to the applicant within the 60-day time period established by subsection (D)(3)(b) above.
d. A demolition permit for a detached garage that is to be replaced with an ADU is reviewed with the application for the ADU and issued at the same time.

E.General ADU and JADU Requirements. The following requirements apply to all ADUs and JADUs that are approved under subsections (D)(1) (“Building-Permit Only”) or (D)(2) of this section:

1.Zoning.
a. An ADU or JADU subject only to a building permit under subsection (D)(1) above may be created on a lot in a residential or mixed-use zone.
b. An ADU or JADU subject to an ADU permit under subsection (D)(2) above may be created on a lot that is zoned to allow single-family dwelling residential use or multifamily dwelling residential use.

2.Height.
a. Except as otherwise provided by subsections (E)(2)(b) and (E)(2)(c) below, a detached ADU created on a lot with an existing or proposed single family or multifamily dwelling unit may not exceed 16 feet in height.
b. A detached ADU may be up to 18 feet in height if it is created on a lot with an existing or proposed single family or multifamily dwelling Item: 8
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unit that is located within one-half mile walking distance of a major transit stop or a high quality transit corridor, as those terms are defined in Section 21155 of the Public Resources Code, and the ADU may be up to two additional feet in height (for a maximum of 20 feet) if necessary to accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary dwelling unit.

c. A detached ADU created on a lot with an existing or proposed multifamily dwelling that has more than one story above grade may not exceed 18 feet in height.

d. An ADU that is attached to the primary dwelling may not exceed 25 feet in height or the height limitation imposed by the underlying zone that applies to the primary dwelling, whichever is lower.

Notwithstanding the foregoing, ADUs subject to this subsection (E)(2)(d) may not exceed two stories.
e. For purposes of this subsection (E)(2), height is measured above existing legal grade to the peak of the structure.

3.Fire Sprinklers.
a. Fire sprinklers are required in an ADU if sprinklers are required in the primary residence.
b. The construction of an ADU does not trigger a requirement for fire sprinklers to be installed in the existing primary dwelling.

4.Rental Term. No ADU or JADU may be rented for a term that is shorter than 30 days. This prohibition applies regardless of when the ADU or JADU was created.

5.No Separate Conveyance. An ADU or JADU may be rented, but, except as otherwise provided in Government Code Section 65852.26, no ADU or JADU may be sold or otherwise conveyed separately from the lot and the primary dwelling (in the case of a single-family lot) or from the lot and all of the dwellings (in the case of a multifamily lot).

6.Septic System. If the ADU or JADU will connect to an onsite waste-water treatment system, the owner must include with the application (as required by subsections (D)(1)(“Building-Permit Only”) or (D)(2) above) a percolation test completed within the previous five years or, if the percolation test has been recertified, within the last 10 years.

7.Owner Occupancy.

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a. An ADU that is permitted after January 1, 2020, but before January 1, 2025, is not subject to any owner-occupancy requirement. b. Unless applicable law requires otherwise, all ADUs that are permitted on or after January 1, 2025 are subject to an owner-occupancy requirement. A natural person with legal or equitable title to the property must reside on the property as the person’s legal domicile and permanent residence.
c. As required by state law, all JADUs are subject to an owner- occupancy requirement. A natural person with legal or equitable title to the property must reside on the property, in either the primary dwelling or JADU, as the person’s legal domicile and permanent residence. However, the owner-occupancy requirement of this paragraph does not apply if the property is entirely owned by another governmental agency, land trust, or housing organization.

8.Deed Restriction. Prior to issuance of a building permit for an ADU or JADU, a deed restriction must be recorded against the title of the property in the County Recorder’s office and a copy filed with the Director. The deed restriction must run with the land and bind all current and future owners.

The form of the deed restriction will be provided by the City and must provide that:
a. Except as otherwise provided in Government Code Section 65852.26, the ADU or JADU may not be sold separately from the primary dwelling.
b. The ADU or JADU is restricted to the approved size and to other attributes allowed by this section.
c. The deed restriction runs with the land and may be enforced against all current and future property owners.
d. The deed restriction may be removed if the owner eliminates the ADU or JADU, as evidenced by, for example, removal of the kitchen facilities with a demolition permit. To remove the deed restriction, an owner may make a written request of the Director, providing evidence that the ADU or JADU has in fact been eliminated. The Director may then determine whether the evidence supports the claim that the ADU or JADU has been eliminated. Appeal may be taken from the Director’s determination consistent with other provisions of this Code. If the ADU or JADU is not entirely physically removed, but is only eliminated by virtue of having a necessary component of an ADU or JADU removed, the remaining structure and improvements must otherwise comply with applicable provisions of this Code.

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e. The deed restriction is enforceable by the Director or his or her designee for the benefit of the City. Failure of the property owner to comply with the deed restriction may result in legal action against the property owner, and the City is authorized to obtain any remedy available to it at law or equity, including, but not limited to, obtaining an injunction enjoining the use of the ADU or JADU in violation of the recorded restrictions or abatement of the illegal unit.

9.Building & Safety.
a.Must comply with building code. Subject to subsection (E)(9)(b) below, all ADUs and JADUs must comply with all local building code requirements.
b.No change of occupancy. Construction of an ADU does not constitute a Group R occupancy change under the local building code, as described in Section 310 of the California Building Code, unless the building official or Code Enforcement Division officer makes a written finding based on substantial evidence in the record that the construction of the ADU could have a specific, adverse impact on public health and safety. Nothing in this subsection (E)(9)(b) prevents the City from changing the occupancy code of a space that was uninhabitable space or that was only permitted for nonresidential use and was subsequently converted for residential use in accordance with this section.

F.Specific ADU Requirements. The following requirements apply only to ADUs that require an ADU permit under subsection (D)(2) of this section.

1.Maximum Size.
a. The maximum size of a detached or attached ADU subject to this subsection (F) is 850 square feet for a studio or one bedroom unit and 1,000 square feet for a unit with two or more bedrooms. b. An attached ADU that is created on a lot with an existing primary dwelling is further limited in floor area to the equivalent of 50 percent of the floor area of the existing primary dwelling.
c. No application of the percent-based size limit in subsection (F)(1)(b) above or of a front yard setback requirement may require the ADU to be less than 800 square feet.

2.Setbacks.
a. An ADU subject to this subsection (F) must conform to a 25-foot front-yard setback, subject to subsection (F)(1)(c) above.

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b. An ADU that is subject to this subsection (F) must conform to four- foot side and rear-yard setbacks.
c. No setback is required for an ADU that is subject to this subsection (F) if the ADU is constructed in the same location and to the same dimensions as an existing structure.

3.Passageway. No passageway, as defined by subsection (C)(10) (“Passageway”) of this section, is required for an ADU.

4.Parking.
a.Generally. One off-street parking space is required for each ADU.

The parking space may be provided in setback areas or as tandem parking, as defined by subsection (C)(13) of this section. b.Exceptions. No parking under subsection (F)(4)(a) (“Parking”) is required in the following situations:
i. The ADU is located within one-half mile walking distance of public transit, as defined in subsection (C)(12) of this section. ii. The ADU is located within an architecturally and historically significant historic district.
iii. The ADU is part of the proposed or existing primary residence or an accessory structure (under subsection
(D)(1)(a)(“Converted on a Single-Family Lot”)).
iv. When on-street parking permits are required but not offered to the occupant of the ADU.
v. When there is an established car share vehicle stop located within one block of the ADU.
vi. When the permit application to create an ADU is submitted with an application to create a new single-family or new multifamily dwelling on the same lot, provided that the ADU or the lot satisfies any other criteria listed in subsections (F)(4)(b)(i) through (F)(4)(b)(v) above.
c.No Replacement. When a garage, carport, or covered parking structure is demolished in conjunction with the construction of an ADU or converted to an ADU, those off-street parking spaces are not required to be replaced.

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d.Driveway. The ADU and primary dwelling must use the same paved driveway for vehicular access between the street and any spaces provided for off-street parking, whether open or enclosed, including any garage. An existing driveway serving the primary residence may be widened to accommodate any new parking space serving the ADU, provided that the maximum width of the driveway does not exceed 30 feet or 60 percent of the width of the lot, whichever is greater. For purposes of determining the maximum driveway width, the width of the lot is measured along the property line over which driveway access from the street is provided. All driveways must have a minimum depth of 18 feet on private property.
e. Each unenclosed parking space shall be at least nine feet wide and 18 feet long.
f. Each parking space that is provided in an enclosed garage shall be at least 10 feet wide and 20 feet long and have at least 7 ½ feet vertical clearance.

5.Architectural Requirements.
a. The ADU must have an independent exterior entrance, apart from that of the primary dwelling.
b. The interior horizontal dimensions of an ADU must be at least 10 feet wide in every direction.

G.Fees. The following requirements apply to all ADUs that are approved under subsections (D)(1) or (D)(2) above.

1.Impact Fees.
a. No impact fee shall be required for an ADU that is less than 750 square feet in size. For purposes of this subsection (G)(1), “impact fee” means a “fee” under the Mitigation Fee Act (Gov. Code, § 66000(b)) and a fee under the Quimby Act (Gov. Code, § 66477). “Impact fee” does not include any connection fee or capacity charge for water or sewer service.
b. Any impact fee that is required for an ADU that is 750 square feet or larger in size must be charged proportionately in relation to the square footage of the primary dwelling unit (e.g., the floor area of the ADU, divided by the floor area of the primary dwelling, times the typical fee amount charged for a new dwelling.)

2. Utility Connection and Fees.

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a. If an ADU is constructed with a new single-family home, a separate gas and electric utility connection directly between the ADU and the utility and payment of the normal connection fee and capacity charge for a new dwelling are required.
b. Except as described in subsection (G)(2)(a), converted ADUs on a single-family lot that are created under subsection (D)(1)(a) above are not required to have a new or separate utility connection directly between the ADU and the utility. Nor is a connection fee or capacity charge required.
c. Except as described in subsection (G)(2)(a), all ADUs not covered by subsection (G)(2)(b) require a new, separate gas and electricity utility connections directly between the ADU and the utility. i. The connections are subject to a connection fee that is proportionate to the burden created by the ADU, based on floor area.
ii. The portion of the fee or charge that is charged by the City may not exceed the reasonable cost of providing this service.

H.Nonconforming Zoning Code Conditions, Building Code Violations, and Unpermitted Structures.

1.Generally. The City will not deny an ADU or JADU application due to a nonconforming zoning condition, building code violation, or unpermitted structure on the lot that does not present a threat to the public health and safety and that is not affected by the construction of the ADU or JADU.

2.Unpermitted ADUs constructed before 2018.
a.Permit to Legalize. As required by state law, the City may not deny a permit to legalize an existing but unpermitted ADU that was constructed before January 1, 2018, if denial is based on either of the following grounds:
i. The ADU violates applicable building standards, or
ii. The ADU does not comply with the state ADU law
(Government Code section 65852.2) or this ADU ordinance (section 9.146.050).
b.Exceptions.
i. Notwithstanding subsection (H)(2)(a) above, the City may deny a permit to legalize an existing but unpermitted ADU that was constructed before January 1, 2018, if the City makes a Item: 8
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finding that correcting a violation is necessary to protect the health and safety of the public or of occupants of the structure. ii. Subsection (H)(2)(a) above does not apply to a building that is deemed to be substandard in accordance with California Health and Safety Code section 17920.3.

I.Nonconforming ADUs and Discretionary Approval. Any proposed ADU or JADU that does not conform to the objective standards set forth in subsections (A) through (H)(2) of this section may be allowed by the City with a use permit, in accordance with Chapter 9.184 of this Code.

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86 ATTACHMENT 2
Item: 8
87 55136.00400\40836021.140836021.3
EXHIBIT “1”
Am
ended Lake Forest Municipal Code Section 9.146.050
___

9.146.050 Acces sory dwelling units
A. Pur
pose. The purpose of this section is to allow and regulate accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs) in compliance with California Government Code Sections 65852.2 and 65852.22.

B. Effect of Conforming . An ADU or JADU that conforms to the standards in this section will not be:

1. Deemed to be inconsistent with the City’s general plan and zoning designation for the lot on which the ADU or JADU is located.

2. Deem
ed to exceed the allowable density for the lot on which the ADU or JADU is located.

3. Considered in the application of any local ordinance, policy, or program to limit residential growth.

C. Definitions. As used in this section, terms are defined as follows:

1. “Accessory dwelling unit” or “ADU” means an attached or a detached residential dwelling unit that provides complete independent living facilities for one or more persons and is located on a lot with a proposed or existing primary residence. An accessory dwelling unit also includes the following:
a. An efficiency unit, as defined by Section 17958.1 of the California Health and Safety Code; and
b. A m
anufactured home, as defined by Section 18007 of the California Health and Safety Code.

2. “Accessory structure” means a structure that is accessory and incidental to a dwelling located on the same lot.

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Ordinance No. _____

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2 3. “Complete independent living facilities” means permanent provisions for living, sleeping, eating, cooking, and sanitation on the s ame parcel as the single-family or multifamily dwelling is or will be situated.

4. “Director” means the Director of Community Development.

5. “
Efficiency kitchen” means a kitchen that includes all of the following:
a. A cooking facility with appliances.
b. A food preparation counter and storage cabinets that are of reasonable size in relation to the size of the JADU.

6. “
Junior accessory dwelling unit” or “JADU” means a residential unit that satisfies all of the following:
a. IsIt is no more than 500 square feet in size,.
b. IsIt is contained entirely within an existing or proposed single- family structure,. An enclosed use within the residence, such as an attached garage, is considered to be a part of and contained within the single-family structure.
c. IncludesIt includes its ow n separate sanitation facilities or shares sanitation facilities with the existing or proposed single- family structure, and.
d. If the unit does not include its own separate bathroom, then it contains an interior entrance to the main living area of the existing or proposed single-family structure in addition to an exterior entrance that is separate from the main entrance to the primary dwelling. e. d. IncludesIt includes an efficiency kitchen, as defined in subsection (C)(5) of this section.

7. “ Living area” means the interior habitable area of a dwelling unit, including basements and attics, but does not include a garage or any accessor y structure.

8. “Multifamily dwelling” means any structure with two or more attached dwellings on a single lot (e.g., apartments, attached townhomes, row houses).

9. “Nonconforming zoning condition” means a physical improvement on a property that does not conform with current zoning standards.

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3 10. “Passageway” means a pathway that is unobstructed clear to the sky and extends from a street to one entrance of the ADU or JADU.

11. “Proposed dwelling” means a dwelling that is the subject of a permit application and that meets the requirements for permitting.

13. “Tandem parking” means that two or more automobiles are parked on a driveway or in any other location on a lot, lined up behind one another.

D. Approvals. The following approvals apply to ADUs and JADUs under this section:

1. Building-Permit Only . If an ADU or JADU complies with each of the general requirements in subsection (E) below (“General ADU and JADU Requirements”), it is allowed with only a building permit in the following scenarios:
a. Converted on Single -Family Lot. One ADU (as described in this subsection (D)(1)(a)) and one JADU on a lot with a proposed or existing single-family dwelling on it, where the ADU or JADU:
i. I
s either: within the space of a proposed single- family dwelling; or within the existing space of an existing single- family dwelling; or (in the case of an ADU only) within the existing space of an accessory structure, plus up to 150 additional square feet if the expansion is limited to
accommodating ingress and egress.
ii. H
as exterior access that is independent of that for the single- family dwelling.
iii. Has side - and rear -yard setbacks sufficient for safety, as dictated by applicable building and fire codes.
iv. The JADU complies with all the requirements of Government Code Section 65852.22.
b. Limited Detached on Single -Family Lot : One detached, new - construction ADU on a lot with a proposed or existing single- family dwelling (in addition to any JADU that might otherwise be established on the lot under subsection (D)(1)(a) of this section), if the detached ADU complies with the following limitations:

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4 i. The side- and rear-yard setbacks are at least four 4 feet. ii. The total floor area is 800 square feet or smaller. iii. T he overallpeak height above grade is 16 feet or lessdoes not exceed the applicable height limit provided in subsection (E)(2) below.
c. Converted on Multifamily Lot : One or more ADUs within portions of existing multifamily dwelling structures that are not used as livable space, including, but not limited to, storage rooms, boiler rooms, passageways, attics, basements, or garages, if each converted ADU complies with state building standards for dwellings. Under this subsection (D)(1)(c), at least one converted AD U is allowed within an existing multifamily dwelling, up to a quantity equal to 25 percent of the existing multifamily dwelling units.
d. Li
mited Detached on Multifamily Lot : No more than two detached ADUs on a lot that has an existing or proposed multifamily dwelling, if each detached ADU satisfies the following limitations:
i. The side- an d rear-yard setbacks are at least four feet. If the existing multifamily dwelling has a rear or side yard setback of less than four feet, the City will not require any modification to the multifamily dwelling as a condition of approving the ADU.
ii. The peak height above grade is 16 feet or less does not exceed the applicable height limit provided in subsection (E)(2) below.

2. ADU Permit—Required and Fee.
a. Except as allowed under subsection (D)(1) of this section (“Building-Permit Only”), no ADU may be created without a building permit and an ADU permit in compliance with the standards set forth in subsections (E) (“General ADU and JADU Requirements”) and (F) (“Specific ADU Requirements”) below.
b. T
he City may charge a fee to reimburse it for costs incurred in processing ADU permits, including the costs of adopting or amending the City’s ADU ordinance. The ADU-permit processing fee is determined by the Director and ap proved by established by resolution of the City Council by resolution.

3. Process and Timing.

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5 a. An ADU permit is considered and approved ministerially, without discretionary review or a hearing.
b. The City must act onapprove or deny an application to create an ADU or JADU within 60 days from the date that the City receives a completed application. If the City does has not act uponapproved or denied the completed application within 60 days , the application is deemed approved unless either:
i. The applicant requests a delay in writing, in which case the 60 day time period is tolled for the period of the requested delay; or
ii. When an application to create an ADU or JADU is submitted with a permit application to create a new single- family or multifamily dwelling on the lot, the City may delay acting on the permit application for the ADU or JADU until the City acts on the permit application to create the new single- family or multifamily dwelling, but the application to create the ADU or JADU will still be considered ministerially without discretionary review or a hearing.
c. I
f the City denies an application to create an ADU or JADU, the City must provide the applicant with comments that include, among other things, a list of all the defective or deficient items and a description of how the application may be remedied by the applicant. Notice of the denial and corresponding comments must be provided to the applicant within the 60- day time period established by subsection (D)(3)(b) above.
d. A demolition permit for a detached garage that is to be replaced with an ADU is reviewed with the application for the ADU and issued at the same time.

E. General ADU and JADU Requirements. The following requirements apply to all ADUs and JADUs that are approved under subsections (D)(1) (“Building- Permit Only”) or (D)(2) of this section:

1. Zoning.
a. An ADU or JADU subject only to a building permit under subsection (D)(1) above may be created on a lot in a residential or mixed- use zone.
b. An ADU or JADU subject to an ADU permit under subsection (D)(2) above may be created on a lot that is zoned to allow single- family dwelling residential use or multifamily dwelling residential use.

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6 2. Height.
a. Except as otherwise provided by subsections (E)(2)(b) and (E)(2)(c) below, a detached ADU created on a lot with an existing or proposed single family or multifamily dwelling unit may not exceed 16 feet in height.

b. A detached ADU may be up to 18 feet in height if it is created on a lot with an existing or proposed single family or multifamily dwelling unit that is located within one- half mile walking distance of a major transit stop or a high quality transit corridor, as those terms are defined in Section 21155 of the Public Resources Code, and the ADU may be up to two additional feet in height (for a maximum of 20 feet) if necessary to accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary dwelling unit.

c. A detached ADU created on a lot with an existing or proposed multifamily dwelling that has more than one st ory above grade may not exceed 18 feet in height.

d. An ADU that is attached to the primary dwelling may not exceed 25 feet in height or the height limitation imposed by the underlying zone that applies to the primary dwelling, whichever is lower.

Notwithstanding the foregoing, ADUs subject to this subsection (E)(2)(d) may not exceed two stories.

e. For purposes of this subsection (E)(2), height is measured above existing legal grade to the peak of the structure.

3. Fire Sprinklers.
a. Fire sprinklers are required in an ADU if sprinklers are required in the primary residence.
b. The construction of an ADU does not trigger a requirement for fire sprinklers to be installed in the existing primary dwelling.

4. 3. Rental Term. No ADU or JADU may be rented for a term that is shorter than 30 days. This prohibition applies regardless of when the ADU or JADU was created.

5. 4. No Separate Conveyance. An ADU or JADU may be rented, but, except as otherwise provided in Government Code Section 65852.26, no A DU or JADU may be sold or otherwise conveyed separately from the lot and the primary dwelling (in the case of a single-family lot) or from the lot and all of the dwellings (in the case of a multifamily lot).

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7 6. 5. Septic System. If the ADU or JADU will connect to an onsite waste-water treatment system, the owner must include with the application (as required by subsections (D)(1)(“Building-Permit Only”) or (D)(2) above) a percolation test completed within the previous five years or, if the percolation test has been recertified, within the last 10 years.

7. 6. Owner Occupancy.
a. All ADUs permitted before January 1, 2020 are subject to the owner - occupancy requirement that was in place when the ADU was created.
a. b. An ADU that is permitted after January 1, 2020, but before January 1, 2025, is not subject to any owner-occupancy requirement. b. c . AllUnless applicable law requires otherwise, all ADUs that are permitted on or after January 1, 2025 are subject to an owner - occupancy requirement. A natural person with legal or equitable title to the property must reside on the property as the person’s legal domicile and permanent residence.
c. d
. AllAs required by state law, all JADUs are subject to an owner - occupancy requirement. A natural person with legal or equitable title to the property must reside on the property, in either the primary dwelling or JADU, as the person’s legal domicile and permanent residence. However, the owner -occupancy requirement of this paragraph does not apply if the property is entirely owned by another governmental agency, land trust, or housing organization.

8. 7
. Deed Restriction. Prior to issuance of a building permit for an ADU or JADU, a deed restriction must be recorded against the title of the property in the County Recorder’s office and a copy filed with the Director. The deed restriction must run with the land and bind all current and future owners.

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8 d. The deed restriction may be removed if the owner eliminates the ADU or JADU, as evidenced by, for example, removal of the kitchen facilities with a demolition permit. To remove the deed restriction, an owner may make a written request of the Director, providing evidence that the ADU or JADU has in fact been eliminated. The Director may then determine whether the evidence supports the claim that the ADU or JADU has been eliminated. Appeal may be taken from the Director’s determination consistent with other provisions of this Code. If the ADU or JADU is not entirely physically removed, but is only eliminated by virtue of having a necessary component of an ADU or JADU removed, the remaining structure and improvements must otherwise comply with applicable provisions of this Code.
e. The deed restriction is enforceable by the Director or his or her designee for the benefit of the City. Failure of the property owner to comply with the deed restriction may result in legal action against the property owner, and the City is authorized to obtain any remedy available to it at law or equity, including, but not limited to, obtaining an injunction enjoining the use of the ADU or JADU in violation of the recorded restrictions or abatement of the illegal unit.

8. 9. Building & Safety. All
a. Must comply with building code . Subject to subsection (E)(9)(b) below, all ADUs and JADUs must comply with all local building code requirements.
b. N o change of occupancy . Construction of an ADU does not constitute a Group R occupancy change under the local building code, as described in Section 310 of the California Building Code, unless the building official or Code Enforcement Division officer makes a written finding based on substantial evidence in the record that the construction of the ADU could have a specific, adverse impact on public health and safety. Nothing in this subsection (E)(9)(b) prevents the City from changing the occupancy code of a space that was uninhabitable space or that was only permitted for nonresidential use and was subsequently converted for residential use in accordance with this section.

F. Specific ADU Requirements. The following requirements apply only to ADUs that require an ADU permit under subsection (D)(2) of this section.

1. Maximum Size.

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9 a. The maximum size of a detached or attached ADU subject to this subsection (F) is 850 square feet for a studio or one bedroom unit and 1,000 square feet for a unit with two or more bedrooms. b. An attached ADU that is created on a lot with an existing primary dwelling is further limited in floor area to the equivalent of 50 percent of the floor area of the existing primary dwelling. Notwithstanding the foregoing, no
c. No application of the percent-based size limitationpercent based size limit in subsec tion (F)(1)(b) above or of a front yard setback requirement may require the ADU to be less than 800 square feet.

2. Setbacks.
a. An ADU subject to this subsection (F) must conform to a 25 foot front- yard setback, subject to subsection (F)(1)(c) above.
b. An ADU t hat is subject to this subsection (F) must conform to four foot side and rear-yard setbacks.
c. No setback is required for an ADU that is subject to this subsection (F) if the ADU is constructed in the same location and to the same dimensions as an existing structure.

3. Height.
a. A single- story attached or detached ADU may not exceed 16 feet in height above grade, measured to the peak of the structure. b. A second story or two- story attached ADU may not exceed 35 feet in height.
c. A detached ADU may not exceed one story.

3. 4. Passageway. No passageway, as defined by subsection (C)(10) (“Passageway”) of this section, is required for an ADU.

4. 5 . Parking.
a. Generally. One off -street parking space is required for each ADU.

The parking space may be provided in setback areas or as tandem parking, as defined by subsection (C)(13) of this section. b. Exceptions. No parking under subsection (F)( 54)(a) (“Parking”) is required in the following situations:

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10 i. The ADU is located within one- half mile walking distance of public transit, as defined in subsection (C)(12) of this section. ii. The ADU is located within an architecturally and historically significant historic district.
iii. The ADU is part of the proposed or existing primary residence or an accessory structure (under subsecti on
(D)(1)(a)(“Converted on a Single-Family Lot”)).
iv. When on-street parking permits are required but not offered to the occupant of the ADU.
v. When there is an established car share vehicle stop located within one block of the ADU.
vi. When the permit application to create an ADU is submitted with an application to create a new single -family or new multifamily dwelling on the same lot, provided that the ADU or the lot satisfies any other criteria listed in subsections (F)(4)(b)(i) through (F)(4)(b)(v) above.

c. No Replacement. When a garage, carport, or covered parking structure is demolished in conjunction with the construction of an ADU or converted to an ADU, those off-street parking spaces are not required to be replaced.
d. Driveway. The ADU and primary dwelling must use the same paved driveway tofor vehicular access between the street. and any spaces provided for off-street parking, whether open or enclosed, including any garage. An existing driveway serving the primary residence may be widened to accommodate any new parking space serving the ADU, provided that the maximum width of the driveway does not exceed 30 feet or 60 percent of the width of the lot, whichever is greater. For purposes of determining the maximum driveway width, the width of the lot is measured along the property line over which driveway access from the street is provided. All driveways must have a minimum depth of 18 feet on private property.
e. Each unclosedunenclosed parking space shall be at least nine feet wide and 18 feet long.
f. Each parking space that is provided in an enclosed garage shall be at least 10 feet wide and 20 feet long and have at least 7 ½ feet vertical clearance.

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11 5. 6. Architectural Requirements.
a. The ADU must have an independent exterior entrance, apart from that of the primary dwelling.
b. The interior horizontal dimensions of an ADU must be at least 10 feet wide in every direction.

7. Notice of Construction.
a. At least 10 business days before starting any construction of a second unit, the property owner shall give written notice to all the owners of record of each of the adjacent residential parcels, which notice shall include the following information:
i. Notice that construction has been authorized;
ii. The anticipated start and end dates for construction; iii. The hours of construction;
iv. Contact information for the project manager (for construction- related complaints); and
v. Contact information for the City Building Division.
b. This notice requirement does not confer a right on the noticed persons or on anyone else to comment on the project before permits are issued.

Approval is ministerial. Under State law, the City has no discretion in approving or denying a particular ADU project under this section.

This notice requirement is purely to promote neighborhood awareness and expectation.

G. Fees. The following requirements apply to all ADUs that are approved under subsections (D)(1) or (D)(2) above.

1. Impact Fees.
a. No impact fee shall be required for an ADU that is less than 750 square feet in size. For purposes of this subsection (G)(1), “impact fee” means a “fee” under the Mitigation Fee Act (Gov. Code, § 66000(b)) and a fee under the Quimby Act (Gov. Code, § 66477). “Impact fee” does not include any connection fee or capacity charge for water or sewer service.
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12 square footage of the primary dwelling unit. (Ee.g., the floor area of the ADU, divided by the floor area of the primary dwelling, times the typical fee amount charged for a new dwelling.)

2. Utility Connection and Fees.
a. If an ADU is constructed with a new single- family home, a separate gas and electric ity utility connection directly between the ADU and the utility and payment of the normal connection fee and capacity charge for a new dwelling are required.
b. Except as described in subsection (G)(2)(a), converted ADUs on a single-family lot that are created under subsection (D)(1)(a) above are not required to have a new or separate utility connection directly between the ADU and the utility. Nor is a connection fee or capacity charge required.
c. Except as described in subsection (G)(2)(a), all ADUs not covered by subsection (G)(2)(b) require a new, separate gas and electricity utility connectionconnections directly between the ADU and the utility.
i. T he connection isconnections are subject to a connection fee or capacity charge that is proportionate to the burden created by the ADU, based on either the floor area or the number of drainage-fixture units (DFU) values, as defined by the
California Plumbing Code, upon the water or sewer system. ii. The portion of the fee or charge that is charged by the City may not exceed the reasonable cost of providing this service.

H. Nonconforming Zoning Code Conditions, Building Code Violations, and Unpermitted Structures.

1. Generally. The City will not deny an ADU or JADU application due to a nonconforming zoning condition, building code violation, or unpermitted structure on the lot that does not present a threat to the public health and safety and that is not affected by the construction of the ADU or JADU.

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13 ii. The ADU does not comply with the state ADU law
(Government Code section 65852.2) or this ADU ordinance (section 9.146.050).
b. Exceptions.
i. Notwithstanding subsection (H)(2)(a) above, the City may deny a permit to legalize an existing but unpermitted ADU that was constructed before January 1, 2018, if the City makes a finding that correcting a violation is necessary to protect the health and safety of the public or of occupants of the structure.

ii. Subsection (H)(2)(a) above does not apply to a building that is deemed to be substandard in accordance with California Health and Safety Code section 17920.3.

I. H. Nonconforming ADUs and Discretionary Approval . Any proposed ADU or JADU that does not conform to the objective standards set forth in subsections (A) through (GH)(2) of this section may be allowed by the City with a use permit, i n accordance with Chapter 9.184 of this Code.

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CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/7/2023
DEPARTMENT: City Manager
SUBJECT:

SALE OF PROPERTY TO THE IRVINE RANCH WATER DISTRICT
RECOMMENDED ACTION(S):

1. Adopt a Resolution Entitled: A RESOLUTION OF THE CITY COUNCIL OF

THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING THE SALE OF SERRANO SUMMIT PASSIVE PARK (APN 610-691-41) TO IRVINE

RANCH WATER DISTRICT AND AUTHORIZING THE CITY MANAGER

TO EXECUTE A PURCHASE AND SALE AGREEMENT ON BEHALF OF
THE CITY.

2. Adopt a Resolution Entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2021-2023 OPERATING BUDGET; AMENDING REVENUE ESTIMATES FOR
FISCAL YEAR 2022-23.

3. Find that the foregoing actions are exempt from environmental review under the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines (Cal. Code. Regs. Title 14) Section 15312, which applies to the declaration and sale of surplus government property.

EXECUTIVE SUMMARY:

In October 2020, the City Council amended sections of the Development Agreement (“DA”) with Lennar Homes of California, Inc. (“Lennar”). The amendment required Lennar to make an irrevocable offer of dedication to the City of fee interest in the land where the former Passive/Nature Park (“Site”) was located. The dedication must be for public purposes.

On May 21, 2021, Lennar transferred ownership, in fee simple, to the City for public purposes. Soon after, staff determined the location of the Site is isolated and physically separated from the residential development and Civic Center site.

Due to the grade differential between the Site and the residential development, visual surveillance of the proposed Site, both by the public and law enforcement, would be extremely difficult and the potential exists for this area to harbor nuisance activity. Staff contacted the Irvine Ranch Water District (“IRWD”) and Item: 9
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negotiated a potential sale due to the Site’s proximity to the IRWD Baker Treatment Plant.

Staff is recommending the City approve the sale of the Site to the IRWD for valuable consideration in the appraised amount of $160,000 and approve the related Purchase and Sale Agreement (Attachment 1). The City declares the Site is exempt surplus land, contingent upon the Site being transferred in compliance with all the applicable requirements of California Government Code Sections 54221(f)(1)(D). In addition, staff recommends approval of the attached Resolution amending the 2021-2023 Operating Budget, amending revenue estimates for Fiscal Year 2022-23 (Attachment 2).

The City Attorney’s Office drafted the Purchase and Sale Agreement for the City Council’s review and approval.

BACKGROUND:

In 2008, a DA between the City and the IRWD was approved. In 2016, Lennar purchased the Site from the IRWD through a purchase agreement, which included provisions for the dedication of land for park facilities. Among these provisions is a 3.2-acre Passive/Nature Park. Under the DA, the developer was required to construct and install improvements to the Passive/Nature Park. It was later determined the planned Passive/Nature Park would be problematic to develop due to the remote location, lack of surveillance to abate nuisance activity, and accessibility challenges of the Site.

In October 2020, the City Council amended sections of the DA. The amendment required Lennar to make an irrevocable offer of dedication to the City of fee interest in the land where the former Passive/Nature Park was located. The dedication must be for public purposes. Lennar paid the City the amount of $1,750,000 as the mutually agreed estimated cost of constructing the Passive/Nature Park to the City’s standards. The City will use this money to construct, improve, or maintain parks, recreational, or open-space facilities within the city.

DISCUSSION:

At the time the Serrano Summit Area Plan was created, it was envisioned the proposed Site could be developed similarly to the City’s existing Nature Park.

However, the location of the Site is isolated and physically separated from the residential development and Civic Center site. The area separating the proposed Site from the developed portions of the community includes quasi-industrial facilities, such as water tanks, solar arrays, and a large stormwater detention Item: 9
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basin. An access road exists through the area so large trucks and other service vehicles can access the Baker Treatment Plant. If the Site were to be developed into a functional park, residents wishing to access the Site would need to travel on foot through the nature trail. Due to the grade differential between the Site and the residential development, visual surveillance of the proposed Site, both by the public and law enforcement, would be extremely difficult. With the lack of surveillance from the developed portions of the community and from the Serrano Creek Trail, the potential exists for this area to harbor nuisance activity.

Additionally, the Site sits adjacent to the Baker Treatment Plant. Therefore, staff is recommending that the City sell the Site to the IRWD.

Appraisal
In June 2022, an appraisal of the Site was conducted (Attachment 3). The Appraisal Report complies with the reporting requirements as set forth under the Uniform Standards of Professional Appraisal Practice. The report outlines the considerations used to determine the opinion of value, such as a regional analysis, social and economic environments, immediate market analysis, and more. It also includes descriptions of the subject property, the property’s locale, the market for the property type, and the appraiser’s opinion of the highest and best use. It was determined that the market value of the Fee Simple Estate of the Site is $160,000.

Surplus Land Act
The Surplus Land Act (“SLA”) requires all local agencies to prioritize affordable housing, as well as parks and open spaces, when disposing of surplus land. The act requires that before a local agency takes any action to sell or lease the land, the land must be declared either “surplus land” or “exempt surplus land,” as supported by written findings. Recent legislation has created additional steps the City must follow prior to selling land and has given the California Department of Housing and Community Development (“HCD”) enhanced enforcement powers. “Surplus Land” means land owned by a local agency for which the local agency’s governing body takes formal action in a regular public meeting declaring that the land is surplus and is not necessary for the agency’s use. “Exempt surplus land” is land that falls under one of the SLA’s 11 exemptions. Staff is recommending that the City Council declare the Site “exempt surplus land” pursuant to California Government Code subdivision 54221(f)(1)(D). The sale of surplus property to a local agency is deemed exempt Surplus Land and therefore exempt from the noticing requirements of the SLA.

Upon the City’s determination that the Site is non-exempt surplus land, the property meets the requirements under Section 54221(f)(1) and the disposition is not subject to additional requirements under the Act. The attached Resolution Item: 9
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declares the Site as such and is deemed exempt from the noticing requirements of the Act (Attachment 2).

Environmental Impact
The action is exempt from environmental review under CEQA pursuant to State CEQA Guidelines (Cal. Code. Regs. Title 14) Section 15312, which applies to the declaration and sale of surplus government property. When IRWD proposes a use for the Site that requires a discretionary permit and CEQA review, that future use and project will be analyzed at the appropriate time in accordance with CEQA.

FISCAL IMPACT:

Approval of the Resolution adjusting the 2021-2023 Operating Budget would increase the revenue appropriations for Fiscal Year 2022-23 by $160,000.

ATTACHMENTS:

1. Proposed Resolution Approving the Purchase and Sale Agreement

2. Budget Adjustment Fiscal Year 2022-23 of the 2021-2023 Operating Budget

3. Appraisal Report – Serrano Summit Passive Park
Initiated By: Adrian Grijalva, Senior Management Analyst Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
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4 9
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3 ATTACHMENT 1
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55136.00000\40872668.1
RESOLUTION NO. _________

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

LAKE FOREST, CALIFORNIA, APPROVING THE SALE OF
SERRANO SUMMIT PASSIVE PARK (APN 610-691-41) TO

IRVINE RANCH WATER DISTRICT AND AUTHORIZING

THE CITY MANAGER TO EXECUTE A PURCHASE AND

SALE AGREEMENT ON BEHALF OF THE CITY
WHEREAS, the City of Lake Forest (“City”) acquired 3.2 acres of land, known as the Serrano Summit Passive Park location, Assessor’s Parcel Number 610-691-41 located in the City of Lake Forest, County of Orange (“Property”), by dedication pursuant to a Development Agreement between the City and Irvine Ranch Water District (“IRWD”) recorded on October 2, 2008 as Instrument No. 2008-486878. The legal description of the Property is included as an exhibit in the Purchase and Sale Agreement attached hereto as Exhibit “A” and incorporated by reference; and WHEREAS, on May 21, 2021, the Grant Deed (Instrument No. 2021000336282) Property was recorded (included as an exhibit in the Purchase and Sale Agreement attached hereto and incorporated by reference) transferring ownership, in fee simple, from Lennar Homes of California, Inc. to the City for public purposes; and WHEREAS, on June 1, 2022, an appraisal was completed by Michael J. Francis which valued the property at One Hundred Sixty Thousand Dollars ($160,000.00), which is attached to the staff report and incorporated by reference; and WHEREAS, the Surplus Land Act (California Government Code Section 54220 et seq.) requires the City to declare property as “surplus land” or “exempt surplus land” before the City may dispose of the property; and
WHEREAS, California Government Code Section 54221(f)(1) identifies categories of property that constitute “exempt surplus land,” which need not be made available to other public entities and affordable housing sponsors prior to disposition; and
WHEREAS, California Government Code Section 54221(f)(1)(D) provides that property transferred to a local agency for that agency’s use is “exempt surplus land” under the Surplus Land Act; and
WHEREAS, the City intends to transfer the Property to the IRWD for the IRWD’s use in compliance with 54221(f)(1)(D) accepting IRWD’s proposed offer as described in the Purchase and Sale Agreement attached hereto as Exhibit “A”; and Item: 9
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WHEREAS, in accordance with Government Code sections 37350 & 37351, the City is disposing of the Property for the common benefit and the benefit of the City and IRWD intends to use the Property for public purposes; and WHEREAS, the disposition of the Property in compliance with California Government Code Section 54221(f)(1)(D) constitutes the disposal of exempt surplus land and, pursuant to California Government Code Section 54222.3, is not subject to the provisions of the Surplus Land Act; and
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Lake Forest as follows:

Section 1. Recitals. The recitals above are true and correct and are incorporated as a basis for the findings.

Section 2. Approval. The City Council hereby approves the sale of the Property to IRWD for valuable consideration in the appraised amount of One Hundred Sixty Thousand Dollars ($160,000.00) and approves the related Purchase and Sale Agreement attached hereto as Exhibit “A.” The City Council hereby finds that the sale of the Property to IRWD is for the common benefit and in the best interest of the City for the above stated reasons.

Section 3. Exempt Surplus Land Declaration. The City Council hereby declares that the Site is exempt surplus land, contingent upon the Site being transferred in compliance with all the applicable requirements of California Government Code Sections 54221(f)(1)(D).

Section 4. Common Benefit Declaration. The sale of the Site to IRWD is for the common benefit pursuant to Government Code section 37350.

Section 5. Signature Authority. The City Manager, or designee, is authorized to take any and all actions necessary to facilitate the purposes of this Resolution including, without limitation, execution of the Purchase and Sale Agreement and any documents required for recording in the Recorder’s office for the County of Orange.

Section 6. CEQA. The City Council finds that the approval of this Resolution is not subject to the California Environmental Quality Act ("CEQA") under Title 14 of the California Code of Regulations, Section 15312 (Class 12, sale of surplus properties).

Further, pursuant to Sections 15060(c)(2), the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment.

Section 7. Effective Date. This Resolution shall take effect upon adoption by the City Council.

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PASSED, APPROVED AND ADOPTED this ___________, 2023, by the following vote, to wit:

DOUG CIRBO
MAYOR
ATTEST:

LISA BERGLUND, CMC

CITY CLERK
APPROVED AS TO FORM:

MATTHEW E. RICHARDSON

CITY ATTORNEY
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19189954.1

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. __ was duly passed and adopted at a regular meeting of the Lake Forest City Council on the ____ day of ______, 2023 by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:
__________________________

LISA BERGLUND, CMC

CITY CLERK
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EXHIBIT A
Purchase & Sale Agreement
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PURCHASE AND SALE AGREEMENT

AND JOINT ESCROW INSTRUCTIONS
This Purchase and Sale Agreement and Joint Escrow Instructions (this "Agreement") is made as of March ______, 2023 (the "Effective Date"), between the City of Lake Forest ("Seller") and the Irvine Ranch Water District ("Buyer").

ARTICLE 1. AGREEMENT OF SALE.

Subject to and on the terms and conditions of this Agreement, Seller shall sell to Buyer and Buyer shall purchase from Seller all of the following (collectively, the "Property"):

1.1 Land. The real property which is more particularly described in Exhibit A, together with (a) all privileges, rights, easements and appurtenances belonging to the real property, including without limitation all minerals, oil, gas and other hydrocarbon substances on and under the real property, (b) all development rights, air rights, water, water rights and water stock relating to the real property, and (c) all right, title and interest of Seller in and to any streets, alleys, passages, other easements and other rights-of-way or appurtenances included in, adjacent to or used in connection with such real property, before or after the vacation thereof (collectively, the "Land");

1.2 Improvements. Any and all structures, systems, facilities, fixtures, fences and parking areas located on the Land and any and all machinery, equipment, apparatus and appliances used in connection with the operation or occupancy of the Land and other improvements located upon the Land (collectively, the "Improvements").

The Land and the Improvements are sometimes collectively referred to in this Agreement as the "Property";

1.3 Personal Property. All of Seller's right, title and interest in and to any personal property located within or used in connection with the Property (collectively, the "Personal Property").

1.4 Other Assets. To the extent owned by Seller, all tangible and intangible assets of any nature relating to the Property or the Improvements and/or Personal Property, including without limitation (a) all warranties upon the Improvements and/or Personal Property, to the full extent such warranties are assignable, (b) copies of all plans, specifications, engineering drawings and prints relating to the construction of the Improvements, (c) all license agreements, copyrights, logos, designs, trademarks, trade names, service marks and all goodwill associated with the Property, (d) all other intellectual or intangible property used by Seller in connection with the Property; and (e) all claims and causes of action arising out of or in connection with the Property.

ARTICLE 2. PURCHASE PRICE.

2.1 Amount. The purchase price (the "Purchase Price") for the Property shall be One Hundred Sixty Thousand Dollars ($160,000.00).

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2.2 Purchase Price. On or before the Closing Date (as defined below), Buyer shall pay to sellerthe Purchase Price, which shall be made by wire transfer of federal funds, cashiers check or in another immediately available form.

ARTICLE 3. DUE DILIGENCE.

3.1 Due Diligence Period; Inspection and Access.

3.1.1 Due Diligence Period. The "Due Diligence Period" means the period beginning on the Effective Date and ending at 11:59 p.m. on the tenth (10th) day after the Effective Date. Notwithstanding the foregoing, Buyer shall have the option to extend the Due Diligence Period by seven (7) days (“Extended Due Diligence Period”), upon written notice to Seller at any time prior to the expiration of the Due Diligence Period.

3.1.2 Access to Information and the Property. Buyer shall conduct its investigation of the Property during the Due Diligence Period or Extended Due Diligence Period, if applicable, at no cost to Seller. This investigation ("Due Diligence Investigation") may include, at Buyer's option: a physical inspection of the Land and all Improvements thereon, including soil, geological and other tests, engineering evaluations of the mechanical; review of all governmental matters affecting the Property, including zoning, environmental and building permit and occupancy matters; review and verification of all financial and other information previously provided by Seller relating to the operation of the Property; review of the condition of title to the Property; and review of such other matters pertaining to an investment in the Property as Buyer deems advisable. In addition to the Preliminary Documents delivered to Buyer pursuant to Section 3.2, Buyer and its representatives shall have the right of access during reasonable business hours to all files, books and records maintained by Seller or its agents (including, without limitation, all of the Additional Documents to be made available to Buyer at the Property pursuant to Section 3.3), wherever located, relating to the Property, including the right to copy the same.

Buyer and its representatives shall also have the right of access to the Property during reasonable business hours to conduct its investigation of the physical condition of the Property. Seller agrees that the rights granted to Buyer herein and the results of its Due Diligence Investigation shall not relieve Seller of any obligations Seller may have under any other provisions of this Agreement, or under other documents entered into concurrently herewith, or implied by law, nor shall they constitute a waiver by Buyer of the right to enforce any of the same. Seller shall cooperate with Buyer in its due diligence activities and provide access to the Property, its records, or provide information so long as it is within Seller's control.

3.2 Delivery of Preliminary Documents. Within five (5) business days after the Effective Date, Seller shall deliver to Buyer, at Seller's expense, all of the documents described in the remaining subsections of this Section 3.2 (collectively, the "Preliminary Documents") in Seller's possession or control.

3.2.1 Title Report and Survey. A preliminary title report or commitment for title insurance (the "Preliminary Title Report"), if not already provided by the Buyer, dated no earlier than ten (10) days before the Effective Date, covering the Property and issued by a title insurance company or companies acceptable to Buyer (the "Title Company"), together with a legible copy of each document, map and survey referred to in the Preliminary Title Report. Buyer, at Buyer's Item: 9
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sole cost, may obtain an as-built survey of the Property (the "Survey") prepared by a certified land surveyor in accordance with the most recent American Land Title Association standards, certified by such surveyor to Buyer and the Title Company in a form acceptable to the Title Company for the purpose of deleting any survey exception from the Title Policy described in Section 4.1.3.

3.2.2 Soils Report. Any soils report on the Land prepared at Seller's request or in the possession or control of Seller, including (if available) a report on compliance with any soils work recommended to be done prior to construction of the Improvements;

3.2.3 Licenses, Etc. Copies of any licenses, permits or certificates required by governmental authorities in connection with construction or occupancy of the Improvements, including, without limitation, building permits, certificates of completion, certificates of occupancy and environmental permits and licenses;

3.2.4 Inspection Reports. Copies of all written reports received by Seller within three (3) years prior to the Effective Date from Seller's insurance companies, any governmental agency or any other person or entity, which requires or demands correction of any condition, or requests modification in or termination of any uses of the Property, accompanied by Seller's summary of (a) any oral reports from such insurance companies or governmental agencies, and (b) the present status of any matter noted in any oral or written report.

3.3 Additional Documents and Information. From the Effective Date through the Closing Date, Seller shall make available to Buyer at the Property in accordance with Section 3.1, the documents and information described in this Section 3.3 (collectively, the "Additional Documents"):

3.3.1 Agreements. Copies of written, and written descriptions of oral, easements, covenants, restrictions, agreements, contracts and other documents, whether existing or, to the knowledge of Seller, proposed as of the Effective Date, including without limitation any agreements relating to the insurance, service, operation, repair, supply, advertising, promotion, sale, leasing or management of the Property, which (a) affect the Property, (b) are not disclosed by the Preliminary Title Report, and (c) have not been delivered to Buyer pursuant to Section 3.2.

If no such documents exist, Seller shall furnish its certification to that effect;

3.3.2 Warranties. Copies of any and all guarantees or warranties and other rights given to Seller in connection with the construction, maintenance, repair or remodeling of the Improvements, periodic inspections, or the purchase of any of the Personal Property. If no such documents exist, Seller shall furnish its certification to that effect;

3.3.3 Insurance Policies. Copies of certificates evidencing the insurance carried by Seller of the Property;

3.3.4 Other Documents. All data, correspondence, documents, agreements, waivers, notices, applications and other records with respect to the Property relating to transactions with taxing authorities, governmental agencies, utilities, vendors and others with whom Buyer may be dealing from and after the Closing Date; and
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3.4 Approval/Disapproval of Due Diligence Investigations. Buyer shall approve or disapprove the results of Buyer's Due Diligence Investigation, in the exercise of Buyer's sole discretion, by written notice delivered to Seller no later than the expiration of the Due Diligence Period or the Extended Due Diligence Period, if applicable. Buyer's disapproval shall terminate this Agreement unless, at the time Buyer gives notice of its disapproval, Buyer also notifies Seller of Buyer's desire to enter into negotiations with Seller for the purpose of reaching an accommodation concerning the disapproval (“Disapproval Accommodation Notice”). If Buyer so notifies Seller and the parties have not reached a written agreement satisfactory to both of them regarding the disapproval within ten (10) days after the date of the Disapproval Accommodation Notice, Buyer, at its option, may either (a) elect to terminate this Agreement by so notifying Seller, or (b) elect to proceed with the transactions contemplated by this Agreement notwithstanding its earlier disapproval. If Buyer fails to deliver to Seller notice of its approval or disapproval of the results of its Due Diligence Investigation, Buyer shall be deemed to have disapproved such results.

If Buyer terminates the Agreement in any manner contemplated in this Section 3.4, then within five (5) business days of such termination, (i) Buyer shall return to Seller all of the Preliminary Documents and Additional Documents previously delivered by Seller to Buyer..

3.4.1 No Credits or Repairs. Seller will not provide Buyer with any credit, nor make any repairs to the Property, unless specifically required by the Inspection which warrants Seller to be responsible. Should Seller refuse to provide Buyer with any credit or repair, Buyer will have the ability to terminate their purchase of the Property.

3.5 Title Review.

3.5.1 Monetary Liens. At its expense, Seller shall remove all liens on the Property at or prior to the Closing (collectively, "Monetary Liens"): (i) all delinquent taxes, bonds and assessments and interest and penalties thereon (it being agreed that Seller shall not be required to remove any non-delinquent taxes and assessments imposed by any governmental agency that are paid with the property taxes for the Property); and (ii) all other monetary liens, including without limitation all those shown on the Preliminary Title Report (including judgment and mechanics' liens, whether or not liquidated, and mortgages and deeds of trust, with Seller being fully responsible for any fees or penalties incurred in connection therewith).

3.5.2 Approval/Disapproval of Title Review. Buyer shall approve or disapprove of the Preliminary Title Report, the Survey and any exceptions to title shown thereon (other than the Monetary Liens) in the exercise of Buyer's sole discretion, by the expiration of the Due Diligence Period or Extended Due Diligence Period, if applicable. If Buyer disapproves, Buyer may either (a) terminate this Agreement by giving Seller written notice of termination or (b) give Seller a written notice ("Disapproval Notice") identifying the disapproved title matters ("Disapproved Title Matters"). With respect to any Disapproved Title Matters, other than the Monetary Liens, Seller shall notify Buyer in writing within five (5) days after Seller's receipt of the Disapproval Notice whether Seller will cause the Disapproved Title Matters to be removed or cured at or prior to Closing. If Seller elects not to remove or cure all Disapproved Title Matters, Buyer may, at its option: (i) subject to satisfaction of the other conditions to Closing, close the purchase of the Property and take title subject to the Disapproved Title Matters which Seller elects not to remove or cure; or (ii) terminate this Agreement in accordance with Section 9.6.1.

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3.5.3 Buyer's Options. If any Disapproved Title Matters (including the Monetary Liens) have not been removed at least five (5) days prior to Closing or provision for their removal at the Closing has not been made to Buyer's satisfaction, Buyer may, at its option: (i) close the purchase of the Property and take title subject to the Disapproved Title Matters which have not been removed; (ii) close the purchase of the Property and cure or remove the Disapproved Title Matters which have not been removed. Buyer may credit the costs of such cure or removal against the Purchase Price by reducing the amount of cash payable by Buyer at the Closing, but only to the extent such costs are expended to remove (A) Monetary Liens referred to in Section 3.5.1 or (B) Disapproved Title Matters which Seller agreed to remove; or (iii) terminate this Agreement in accordance with Section 9.6.1.

3.5.4 Failure to Disapprove. If Buyer fails to notify Seller of its approval or disapproval of the Preliminary Title Report, the Survey or the exceptions shown thereon by the end of the Due Diligence Period or Extended Due Diligence Period, if applicable, then Buyer shall be deemed to have disapproved the same.

ARTICLE 4. CONDITIONS PRECEDENT.

4.1 Buyer's Conditions. Buyer's obligations under this Agreement are expressly subject to the timely fulfillment of the conditions set forth in this Section 4.1 on or before the Closing Date, or such earlier date as is set forth below. Each condition may be waived in whole or in part by Buyer by written notice to Seller.

4.1.1 Due Diligence. Buyer having approved of the results of its Due Diligence Investigation pursuant to Section 3.4;

4.1.2 Title Review. Buyer having approved of the results of its review of title pursuant to Section 3.5.

4.1.3 Title Policy. Seller having caused the Title Company to deliver to Buyer (a) a CLTA Owner's policy of title insurance, provided that Buyer may require an ALTA Owner's Policy if Buyer pays the incremental premium for ALTA coverage ("Title Policy") (or at Buyer's election a binder therefor) for the Property, or (b) the Title Company's irrevocable commitment to issue such policy of title insurance, (including such coinsurance, reinsurance and endorsements as Buyer shall require), with liability equal to the Purchase Price showing fee title to the Property vested in Buyer and subject only to: (i) the matters and exceptions which were approved by Buyer pursuant to Section 3.5; and (ii) the standard printed exceptions in the form of title policy called for (collectively, "Conditions of Title").

4.1.4 Performance of Covenants. Seller performing and complying in all material respects with all of the terms of this Agreement to be performed and complied with by Seller prior to or at the Closing.

4.1.5 Representations and Warranties. The representations and warranties of Seller set forth in Article 5 being true and accurate on the Closing Date, as if made on such date.

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4.1.6 Non-Foreign Certification. Seller having executed and delivered to Buyer on or prior to the Closing Date a certification (the "Non-Foreign Certification"), substantially in the form of Exhibit B.

4.1.7 California Certification. Seller having furnished the residency certification required pursuant to Sections 18805 and 26131 of the California Revenue and Taxation Code or having authorized Escrow Holder in writing to withhold from the Purchase Price the amounts required to be withheld by such Sections.

4.2 Seller's Conditions. Seller's obligations under this Agreement are expressly subject to the timely fulfillment of the conditions set forth in this Section 4.2 on or before the Closing Date, or such earlier date as is set forth below. Each condition may be waived in whole or part by Seller by written notice to Buyer.

4.2.1 Covenants. Buyer performing and complying in all material respects with all of the terms of this Agreement to be performed and complied with by Buyer prior to or at the Closing.

4.2.2 Representations and Warranties. The representations of Buyer set forth in Article 6 being true and accurate on the Closing Date, as if made on such date.

ARTICLE 5. SELLER'S REPRESENTATIONS AND WARRANTIES.

Subject to the Disclaimer of Warranties contained in Section 5.21, and subject to Buyer's opportunity to conduct its Due Diligence Investigation of the Property, Seller hereby makes the following representations and warranties to Buyer with the understanding that each such representation and warranty is material and is being relied upon by Buyer:

5.1 Defects. To the best of Seller's knowledge, the Improvements and the Personal Property are in good condition and repair and are free of any latent or patent design, construction, physical or mechanical defects and there is no actual or threatened settlement, earth movement, termite infestation or damage affecting the Property.

5.2 Compliance. To the best of Seller's knowledge, the Property, and the operation thereof, are in compliance with all applicable laws, ordinances, rules, regulations, judgments, orders, covenants, conditions, restrictions, whether federal, state, local, foreign or private. Seller has not received any request either formal or informal, oral or written, that Seller modify or terminate any use of the Property. The zoning of the Property permits the current Improvements and use of the Property, and, there is no pending or to Seller's knowledge, contemplated rezoning.

The Property complies with all applicable subdivision laws and all local ordinances enacted thereunder and no subdivision or parcel map not already obtained is required to transfer the Property to Buyer.

5.3 Documents. All of the Preliminary Documents and the Additional Documents which have been delivered or made available to Buyer pursuant to Article 3, and all other documents delivered to Buyer by or on behalf of Seller are, to the best of Seller’s knowledge, true, correct and complete copies of what they purport to be.

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5.4 Intentionally Omitted.

5.5 Taxes and Condemnation. Except as disclosed on Schedule 5.5, there are no presently pending or, to Seller's knowledge, contemplated special taxes or assessments which will affect the Property. There are no presently pending or, to Seller's knowledge, contemplated proceedings to condemn or demolish the Property or any part of it.

5.6 Utilities. To the best of Seller's knowledge, all water, sewer, gas, electric, telephone and drainage facilities, and all other utilities required by law or by the normal operation of the Property, are (a) installed to the property lines of the Property, (b) connected to the Property, (c) adequate to service the Property in its present use and to permit full compliance with all requirements of law and normal usage by the occupants of the Property and (d) in good working order and repair. All such utilities and storm and sanitary sewers required for the operation of the Property enter the Land through adjoining public streets or through adjoining private land in accordance with valid public or private easements that will inure to the benefit of Buyer.

5.7 Licenses. To the best of Seller's knowledge, Seller has all required licenses, permits (including, without limitation, all building permits and occupancy permits), easements and rights- of-way which are required in order to continue the present use of the Property. Seller has no knowledge of any law or regulation of any governmental authority having jurisdiction which might require the Property to be improved beyond its present state or which might restrict the use and enjoyment of the Property in the manner it is presently being used and enjoyed.

5.8 Contracts/Leases/Occupancy Rights. To the best of Seller’s knowledge, there are no agreements or other obligations to which Seller is a party or by which it or the Property is bound which may affect the current use or occupancy of the Property, nor are there any current leases, occupancy or operating agreements in force. No party besides Seller has a right to occupancy, tenancy, or a license to use or enter the Property.

5.9 Litigation. To the best of Seller's knowledge, there are no actions, suits, proceedings, judgments, orders, decrees or governmental investigations pending or threatened against the Property or Seller which could affect the Property or the purchase, use or enjoyment thereof by Buyer.

5.10 Agreements with Governmental Authorities. To the best of Seller's knowledge, there are no agreements with governmental authorities, agencies, utilities or quasi-governmental entities which affect the Property except those agreements which are identified in the Preliminary Title Report and those matters which are disclosed by the Survey.

5.11 Intentionally Omitted.

5.12 Hazardous Materials.

5.12.1 Definitions. For purposes of this Agreement:
(a) "Environmental Law(s)" means the Comprehensive
Environmental Response, Compensation, and Liability Act of 1980, 42 U.S.C. Sections 9601, et seq., the Resource Conservation and Recovery Act of 1976, 42 U.S.C. Sections 6901 et seq., the Item: 9
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Toxic Substances Control Act, 15 U.S.C. Sections 2601 et. seq., the Hazardous Materials Transportation Act, 49 U.S.C. 1801 et seq., the Clean Water Act, 33 U.S.C. Sections 1251 et seq., [The Safe Drinking Water and Toxic Enforcement Act of 1986 (Cal. H&S Code Sections 25249.5- 25249.13), the Carpenter-Preseley-Tanner Hazardous Substance Account Act (Cal. H&S Code Sections 25300 et seq.), and the California Water Code Sections 1300, et seq.], as said laws have been supplemented or amended to date, the regulations promulgated pursuant to said laws and any other federal, state or local law, statute, rule, regulation or ordinance which regulates or proscribes the use, storage, disposal, presence, cleanup, transportation or Release or threatened Release into the environment of Hazardous Material.
(b) "Hazardous Material" means any substance which is
(i) designated, defined, classified or regulated as a hazardous substance, hazardous material, hazardous waste, pollutant or contaminant under any Environmental Law, as currently in effect or as hereafter amended or enacted, (ii) a petroleum hydrocarbon, including crude oil or any fraction thereof and all petroleum products, (iii) PCBs, (iv) lead, (v) asbestos, (vi) flammable explosives, (vii) infectious materials or (viii) radioactive materials. (c) "Release" means any spilling, leaking, pumping, pouring, emitting, discharging, injecting, escaping, leaching, dumping or disposing into the environment of any Hazardous Material (including the abandonment or discarding of barrels, containers, and other receptacles containing any Hazardous Material).

5.12.2 Representations. Except as otherwise disclosed:
(a) To the best of Seller's knowledge the Property and all existing uses and conditions of the Property are in compliance with all Environmental Laws, and Seller has not received any written notice of violation issued pursuant to any Environmental Law with respect to the Property or any use or condition thereof.
(b) To the best of Seller's knowledge neither Seller nor any other present or former owner of the Property has used, handled, stored, transported, released or disposed of any Hazardous Material on, under or from the Property in violation of any Environmental Law. (c) To the best of Seller's knowledge there is no Release of any Hazardous Material existing on, beneath or from or in the surface or ground water associated with the Property.
(d) To the best of Seller's knowledge all required permits, licenses and other authorizations required by or issued pursuant to any Environmental Law for the ownership or operation of the Property by Seller have been obtained and are presently maintained in full force and effect.
(e) To the best of Seller's knowledge there exists no writ, injunction, decree, order or judgment outstanding, nor any lawsuit, claim, proceeding, citation, directive, summons or investigation pending or, to Seller's knowledge, threatened pursuant to any Environmental Law relating to (i) the ownership, occupancy or use of any portion of the Property by Seller or occupant or user of any portion of the Property or any former owner of any portion of the Property, (ii) any alleged violation of any Environmental Law by Seller or occupant or user of Item: 9
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any portion of the Property or any former owner of any portion of the Property or (iii) the suspected presence, Release or threatened Release of any Hazardous Material on, under, in or from any portion of the Property.
(f) To the best of Seller's knowledge, there are no above-ground or underground tanks located on the Property used or formerly used for the purpose of storing any Hazardous Material.
(g) To the best of Seller's knowledge, no asbestos abatement or remediation work has been performed on the Property.
(h) To the best of Seller's knowledge, there is no PCB-containing equipment or PCB-containing material located on or in the Property.

5.13 Title to the Property. To Seller's knowledge, there are no unrecorded or undisclosed documents or other matters which affect title to the Property. Seller has enjoyed the continuous and uninterrupted quiet possession, use and operation of the Property.

5.14 Intentionally Omitted.

5.15 Zoning. Seller has received no written notice from any governmental agency that the Property is not in compliance with zoning requirements and laws.

5.16 Foreign Person. Seller is not a "foreign person" within the meaning of Section 1445(f) of the Internal Revenue Code.

5.17 Intentionally Omitted.

5.18 Inspections. Schedule 5.19 accurately describes (a) all inspections of the Property by any governmental agency or insurance company occurring within three (3) years prior to the Effective Date, (b) all matters which were noted by such governmental agency or insurance company as requiring correction, requesting or recommending modifications or termination of uses of the Property and (c) the present status of each such noted matter.

5.19 Misstatements and Omissions. Neither the representations and warranties made by Seller in this Article 5 nor elsewhere in this Agreement contain any untrue statement or any omission of a material fact.

5.20 Disclaimer of Warranties; "AS IS" Purchase. Buyer acknowledges that it will have had an opportunity to conduct its Due Diligence Investigation of the Property and will acquire the Property in its current condition based thereon. Buyer acknowledges and agrees that the Property is to be conveyed by Seller to Buyer "as is, with all faults," and substantially in its current condition. Buyer further acknowledges and agrees that, except for the representations and warranties by Seller set forth in this Section 5, the sale of the Property to Buyer is made without any warranty or representation of any kind by Seller, either express or implied or arising by operation of law, and Seller shall have no liability with respect to the nature, value, uses, habitability, merchantability, suitability, condition, design, operation, rents, financial condition or prospects, fitness for purpose or use, or the manner, construction, condition or state of repair or Item: 9
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lack of repair of the improvements of the Property (or any part thereof), or any other aspect, portion or component of the Property whatsoever, it being specifically understood and agreed that Buyer shall have full opportunity, during the Due Diligence Investigation, to determine for itself the condition of the Property.

Buyer's Initials:_________
ARTICLE 6. BUYER'S REPRESENTATIONS AND WARRANTIES.

Buyer makes the following representation and warranties to Seller with the understanding that each such representation and warranty is material and is being relied upon by Seller:

6.1 Buyer's Authority. The execution, delivery and performance of this Agreement by Buyer have been duly and validly authorized by all necessary action and proceedings, and no further action or authorization is necessary on the part of Buyer in order to consummate the transactions contemplated herein.

6.2 No Conflict. Neither the execution nor delivery of this Agreement by Buyer, nor performance of any of its obligations hereunder, nor consummation of the transactions contemplated hereby, shall conflict with, result in a breach of, or constitute a default under, the terms and conditions of the organizational documents pursuant to which Buyer was organized, or any agreement to which Buyer is a party or is bound, or any order or regulation of any court, regulatory body, administrative agency or governmental body having jurisdiction over Buyer.

ARTICLE 7. SURVIVAL OF REPRESENTATIONS AND WARRANTIES AND INDEMNIFICATION.

7.1 Survival of Warranties. Buyer and Seller agree that each representation and warranty in Articles 5 and 6, respectively, shall survive the Closing Date and shall not merge with the delivery to Buyer of the Grant Deed.

7.2 Notice of Changed Circumstances. If either party becomes aware of any fact or circumstances which would render false or misleading a representation or warranty made by such party, then it shall immediately give notice of such fact or circumstance to the other party, but such notice shall not relieve any party of any liabilities or obligations with respect to any representation or warranty.

7.3 Indemnification.

7.3.1 Seller's Indemnity. Seller's obligations pursuant to this Section 7.3.1 shall survive the Closing. Seller at its sole cost and expense hereby agrees to indemnify, defend (with counsel acceptable to Buyer), protect and hold harmless Buyer, from and against any and all claims, demands, losses, damages, liabilities, fines, penalties, charges, administrative and judicial proceedings and orders, judgments, remedial action and compliance requirements, enforcement and clean-up actions of any kind, and all costs and expenses incurred in connection therewith, including, without limitation, actual attorneys' fees and costs of defense and costs and expenses of Item: 9
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all experts and consultants (collectively, the "Losses"), arising directly or indirectly, in whole or in part, out of any one or more of the following:
(a) the breach or alleged breach of any covenant of Seller contained in this Agreement or the inaccuracy or alleged inaccuracy of any representation or warranty of Seller contained in this Agreement;
(b) Seller's ownership of the Property or the operation of the Property prior to the Closing Date; or
(c) the presence on, in or under the Property of any Hazardous Material on or before the Closing Date, any Release of any Hazardous Material, on, under or from the Property prior to the Closing Date or the use, generation, manufacturing, production, handling, storage, transport, discharge or disposal of any such Hazardous Materials on or before the Closing Date, from, under or about the Property, irrespective of whether any of such activities were or will be undertaken in accordance with Environmental Law or other applicable laws, regulations, codes and ordinances. The indemnity contained in this paragraph (c) shall further apply, without limitation, to: (i) all residual contamination and contamination affecting any natural resources; (ii) all consequential damages; (iii) the costs of any required remediation or removal work on the Property, including, without limitation: (A) costs of remediation or removal incurred by the United States Government or the State or any other person; and (B) fines or penalties which arise from the provisions of any statute, state or federal; and (iv) liability for personal injury or property damage arising under any statutory or common-law tort theory, including damages assessed for the maintenance of a public or private nuisance, response costs or for the carrying on of an abnormally dangerous activity.

7.3.2 Buyer's Indemnity. Buyer's obligations pursuant to this Section 7.3.2 shall survive the Closing. Buyer at its sole cost and expense hereby agrees to indemnify, defend (with counsel acceptable to Buyer), protect and hold harmless Seller, and their respective directors, officers and agents from and against any and all Losses, arising directly or indirectly, in whole or in part, out of any one or more of the following:
(a) the breach or alleged breach of any covenant of Buyer contained in this Agreement or the inaccuracy or alleged inaccuracy of any representation or warranty of Buyer contained in this Agreement and
(b) Buyer's ownership of the Property or the operation of the Property after the Closing Date.

ARTICLE 8. SELLER'S PRECLOSING COVENANTS.

Seller shall comply with the covenants contained in this Article 8 from the Effective Date through the Closing Date unless Buyer consents otherwise in writing. Buyer may grant or withhold any such consent requested by Seller in Buyer's sole discretion.

8.1 Contracts and Documents. Seller shall not, without Buyer's approval, not to be unreasonably withheld or delayed, (a) amend or waive any right under any Preliminary Document Item: 9
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or Additional Document, or (b) enter into any material agreement of any type affecting the Property that would survive the Closing Date.

8.2 Insurance. Seller shall maintain or cause to be maintained in full force and effect its present insurance policies for the Property.

8.3 Compliance with Obligations. Seller shall fully and timely comply with all obligations to be performed by it under the other Preliminary Documents, the Conditions of Title and all permits, licenses, approvals and laws, regulations and orders applicable to the Property.

8.4 No Transfers. Seller shall not sell, encumber or otherwise transfer any interest in all or any portion of the Property, or agree to do so.

8.5 Maintenance. At its sole cost and expense, Seller shall operate and maintain the Property such that on the Closing Date the Property shall be in at least as good a condition and repair as on the Effective Date, reasonable wear and tear excepted. Without limiting the generality of the foregoing, Seller shall, at a minimum, spend such amounts for repair and maintenance as are consistent with its prior practice. Seller shall promptly advise Buyer of any significant repair or improvement required to keep the Property in such condition. Seller shall not make any material alterations to the Property, or remove any of the Personal Property therefrom, without Buyer's prior consent, unless such Personal Property so removed is simultaneously replaced with new Personal Property of similar quality and utility.

8.6 Best Efforts. Seller shall use its best efforts to cause the conditions set forth in Section 4.1 to be satisfied by the Closing Date, and Seller shall not take or permit any action that would result in any of the representations and warranties set forth in Article 5 becoming false or incorrect.

ARTICLE 9. CLOSING.

9.1 Time. Provided all conditions set forth in Article 4 have been either satisfied or waived, the parties shall close this transaction (the "Closing"), no later than fifteen (15) days following the Effective Date (the "Closing Date"), as such date may be extended by the provisions of Article 10.

9.2 Closing Date Transaction. On or before the Closing Date, Buyer and Seller shall perform the following:

9.2.1 Buyer's Transfer of Documents and Funds. Buyer shall transfer to Seller:
(a) The Purchase Price in accordance with the provisions of Article 2, plus or minus prorations as provided in Section 9.8, by cashier's or certified check or electronic transfer of federal funds; and
(b) Such additional documents as may be necessary or desirable for conveyance of the Property in accordance with this Agreement.

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9.3 Seller’s Transfer of Documents. Upon receipt of the Purchase Price and any additional documents noted in Section 9.2.1(b), Seller shall transfer to Buyer:

9.3.1 A duly executed and acknowledged grant deed, in the form acceptable to Buyer, conveying the Property to Buyer ("Grant Deed") in the form attached as Exhibit C;

9.3.2 A duly executed bill of sale, if necessary, conveying the Personal Property to Buyer free and clear of liens, encumbrances and restrictions ("Bill of Sale");

9.3.3 A certificate executed by Seller stating that all representations and warranties made by Seller pursuant to this Agreement are true and correct as of the Closing Date ("Seller's Certificate");

9.3.4 All costs of Closing, including, but not limited to, the CLTA increment of the premium for the Title Policy, recording fees, transfer taxes and fees, sales tax and any other costs of Closing customarily paid by sellers of real property, plus or minus prorations as provided in Section 9.8; provided that, subject to Section 9.6, Buyer and Seller shall bear their own attorneys' fees and costs in connection with the negotiation and preparation of this Agreement and the transactions completed by this Agreement;

9.3.5 Seller's Non-foreign Certification;

9.3.6 All records and files relating to the management or operation of the Property, including, without limitation, property tax bills, insurance, and property taxes; and

9.3.7 Such additional documents as may be necessary or desirable for conveyance of the Property in accordance with this Agreement.

9.4 Default, Termination and Remedies.

9.4.1 Buyer's Termination. This Agreement shall automatically terminate without further notice or action by Buyer upon the occurrence of any of the following events, provided that Buyer is not then in material breach of this Agreement: (a) any condition to Closing contained in Section 4.1 has not been satisfied or waived by Buyer by the Closing Date; or (b) Buyer having exercised its right to terminate this Agreement pursuant to Section 3.4 (disapproval of Due Diligence Investigation), Section 3.5 (disapproval of title) or Article 10 (damage or condemnation). In such event, the parties shall have no further obligation to each other except for those obligations that specifically survive the termination of this Agreement. If this Agreement terminates as a result of Seller's material breach of this Agreement, Buyer shall have all remedies it may have hereunder or at law as a result of such occurrence, including the remedy of specific performance.

9.4.2 Seller's Termination. Provided that Seller is not then in material breach of this Agreement, this Agreement shall automatically terminate without further notice or action by Seller if any condition to Closing contained in Section 4.2 has not been satisfied or waived by Seller by the Closing Date.

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9.4.3 Remedies.
(a) Buyer's Remedies. If Seller breaches this Agreement, Buyer shall be entitled to pursue all remedies permitted herein and by law, including the remedy of specific performance.
(b) Seller's Remedies. IF BUYER FAILS TO COMPLY WITH OR

PERFORM BUYER'S OBLIGATIONS UNDER THIS AGREEMENT AND (EXCEPT AS OTHERWISE PROVIDED IN PARAGRAPH 9.6) DOES NOT CURE SUCH FAILURE WITHIN TEN (10) BUSINESS DAYS AFTER SELLER GIVES BUYER WRITTEN NOTICE OF SUCH FAILURE, THEN SELLER MAY THEREAFTER: (I) TERMINATE THIS AGREEMENT.IN THE EVENT SELLER TERMINATES THIS AGREEMENT BY REASON

OF BUYER'S DEFAULT, BUYER AND SELLER SHALL BE RELIEVED OF ANY FURTHER

OBLIGATION TO EACH OTHER WITH RESPECT TO THIS AGREEMENT AND THE PROPERTY.
_________________ _________________

SELLER'S INITIALS BUYER'S INITIALS
(c) Waiver of Specific Performance. SELLER HEREBY WAIVES

THE RIGHT TO MAINTAIN AN ACTION FOR SPECIFIC PERFORMANCE OF BUYER'S

OBLIGATION TO PURCHASE THE PROPERTY AND SELLER AGREES THAT SELLER

CAN BE ADEQUATELY COMPENSATED IN MONEY DAMAGES IF BUYER FAILS TO PURCHASE THE PROPERTY IN BREACH OF THIS AGREEMENT. SELLER

ACKNOWLEDGES THAT THE PROVISIONS OF THIS PARAGRAPH ARE A MATERIAL

PART OF THE CONSIDERATION BEING GIVEN TO BUYER FOR ENTERING INTO THIS

AGREEMENT AND THAT BUYER WOULD BE UNWILLING TO ENTER INTO THIS AGREEMENT IN THE ABSENCE OF THE PROVISIONS OF THIS PARAGRAPH. _________________ _________________

SELLER'S INITIALS BUYER'S INITIALS

9.5 Prorations. Subject to the other provisions of this Section 9.5, all receipts and disbursements of the Property will be prorated as of 11:59 p.m. on the day immediately preceding the Closing Date. Not less than five business days prior to the Closing, Seller shall submit to Buyer for its approval a tentative prorations schedule showing the categories and amounts of all prorations proposed. The parties shall agree on a final prorations schedule prior to the Closing and shall deliver the same to Escrow Holder. If following the Closing either party discovers an error in the prorations statement, it shall notify the other party and the parties shall promptly make any adjustment required.

9.5.1 Capital Expenditures and Accounts Payable. All capital and other improvements (including labor and material) which have been performed or contracted for, by or on behalf of Seller prior to the Closing Date, and all sums due for accounts payable which have been incurred with respect to the Property prior to the Closing Date shall be paid by Seller and shall be subject to the indemnification provisions of Section 7.3. Buyer shall furnish to Seller for Item: 9
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payment any bills for such period received after the Closing Date, and Buyer shall have no further obligation with respect thereto.

9.5.2 Property Taxes. All real and personal property ad valorem taxes and special assessments, if any, whether payable in installments or not, including without limitation, all supplemental taxes attributable to the period prior to the Closing Date for the calendar year in which the Closing occurs, shall be prorated to the Closing Date, based on the latest available tax rate and assessed valuation. If the amount of any installment of real property taxes is not known as of the Closing Date, then a proration shall be made by the parties based on a reasonable estimate of the real property taxes applicable to the Property and the parties shall adjust the proration when the actual amount becomes known upon the written request of either party made to the other.

9.5.3 Utility Charges. All utility charges shall be prorated as of the Closing Date and Seller shall obtain a final billing therefor. All utility security deposits, if any, shall be retained by Seller.

9.6 Possession. Seller shall deliver exclusive right of possession of the Property to Buyer on the Closing Date, subject only to the Conditions of Title.

ARTICLE 10. DAMAGE, DESTRUCTION AND CONDEMNATION.

This Agreement shall be governed by the Uniform Vendor and Purchaser Risk Act as set forth in Section 1662 of the California Civil Code as supplemented and modified by this Article 10. Seller shall promptly notify Buyer in writing of any material damage to the Property and of any taking or threatened taking of all or any portion of the Property. Within a reasonable period of time after receipt of such notice, Buyer shall determine whether a material part of the Property has been damaged or whether such taking or threatened taking has affected or will affect a material part of the Property. As used herein, (a) the destruction of a "material part" of the Property shall be deemed to mean an insured or uninsured casualty to the Property having an estimated cost of repair which in the reasonable judgment of Buyer equals or exceeds $200,000; and (b) a taking by eminent domain of a portion of the Property shall be deemed to affect a "material part" of the Property if in the reasonable judgment of Buyer the estimated value of the portion of the Property taken exceeds $200,000. Upon making its determination, Buyer shall notify Seller in writing of the results of such determination. Buyer may elect, by written notice delivered to Seller within 30 days after giving Seller notice of such determination, to terminate this Agreement in accordance with Section 9.6.1 if a material part of the Property has been damaged or if such taking has affected or will affect a material part of the Property. If Buyer does not so terminate, (i) in the case of damage to a material part of the Property, Seller shall assign to Buyer at the Closing its right to recover under any insurance policies covering such damage and shall pay Buyer at the Closing the amount of the deductible, if any, and (ii) in the case of a threatened or actual taking of a material part of the Property, Seller shall assign to Buyer at the Closing Seller's entire right, title and interest in the proceeds thereof. If between the Effective Date and the Closing Date the Property suffers damage which is not material, Seller shall repair such damage at its expense prior to the Closing, and the Closing Date shall be extended for a reasonable period of time not to exceed 30 days to allow for completion of such repairs. The Closing Date shall be extended as necessary to permit Buyer to exercise its rights under this Article 10.

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ARTICLE 11. GENERAL.

11.1 Notices. All notices, demands, approvals, and other communications provided for in this Agreement shall be in writing and shall be effective (a) when personally delivered to the recipient at the recipient's address set forth below; (b) five business days after deposit in a sealed envelope in the United States mail, postage prepaid, by registered or certified mail, return receipt requested, addressed to the recipient as set forth below; or (c) one business day after deposit with a recognized overnight courier or delivery service, addressed to the recipient as set forth below, whichever is earlier. If the date on which any notice to be given hereunder falls on a Saturday, Sunday or legal holiday, then such date shall automatically be extended to the next business day immediately following such Saturday, Sunday or legal holiday.

The addresses for notice are:

BUYER: Irvine Ranch Water District
Attn: Paul A. Cook
15600 Sand Canyon Ave.,
Irvine, California 92618
Phone: 949-453-5300
Email: [email protected]
SELLER: City of Lake Forest.

Attn: Debra Rose, City Manager
100 Civic Center Dr.,
Lake Forest, CA 92630
Phone: 949-461-3400
Email: [email protected]
With a copy to: Best Best & Krieger, LLP
Attn: Mal Richardson
18101 Von Karman Ave., Suite 1000
Irvine, CA 92612
Phone: 949-263-2614
Email: [email protected]
Either party may change its address by written notice to the other given in the manner set forth above.

11.2 Entire Agreement. This Agreement and the Schedules and Exhibits hereto contain the entire agreement and understanding between Buyer and Seller concerning the subject matter of this Agreement and supersede all prior agreements, including any previous letter of intent or terms, understandings, conditions, representations and warranties, whether written or oral, made by Buyer or Seller concerning the Property or the other matters which are the subject of this Agreement.

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11.3 Amendments and Waivers. No addition to or modification of this Agreement shall be effective unless set forth in writing and signed by the party against whom the addition or modification is sought to be enforced. The party benefited by any condition or obligation may waive the same, but such waiver shall not be enforceable by another party unless made in writing and signed by the waiving party.

11.4 Invalidity of Provision. If any provision of this Agreement as applied to either party or to any circumstance shall be adjudged by a court of competent jurisdiction to be void or unenforceable for any reason, the same shall in no way affect (to the maximum extent permissible by law) any other provision of this Agreement, the application of any such provision under circumstances different from those adjudicated by the court, or the validity or enforceability of this Agreement as a whole.

11.5 References. Unless otherwise indicated, (a) all Article, Section, Schedule and Exhibit references are to the articles, sections, schedules and exhibits of this Agreement, and (b) all references to days are to calendar days. All the Schedules and Exhibits attached hereto are incorporated herein by this reference. Whenever under the terms of this Agreement the time for performance of a covenant or condition falls upon a Saturday, Sunday or California state holiday, such time for performance shall be extended to the next business day. The headings used in this Agreement are provided for convenience only and this Agreement shall be interpreted without reference to any headings. The masculine, feminine or neuter gender and the singular or plural number shall be deemed to include the others whenever the context so indicates or requires.

11.6 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California applicable to contracts made and to be performed in California. Venue shall be in Orange County.

11.7 Confidentiality and Publicity. The parties shall at all times keep this transaction and any documents received from each other confidential, except to the extent necessary to (a) comply with applicable law and regulations, or (b) carry out the obligations set forth in this Agreement. Any such disclosure to third parties shall indicate that the information is confidential and should be so treated by the third party. No press release or other public disclosure may be made by Seller or any of its agents concerning this transaction without the prior consent of Buyer.

11.8 Time. Time is of the essence in the performance of the parties' respective obligations under this Agreement.

11.9 Attorneys' Fees. In the event of any legal or equitable proceeding to enforce any of the terms or conditions of this Agreement, or any alleged disputes, breaches, defaults or misrepresentations in connection with any provision of this Agreement, the prevailing party in such proceeding shall be entitled to recover its reasonable costs and expenses, including, without limitation, reasonable attorneys' fees and costs of defense paid or incurred in good faith.

11.10 Assignment. This Agreement shall inure to the benefit of and be binding upon the parties hereto and their respective successors and assigns. However, Seller shall not have the right to assign all or any portion of its interest in this Agreement without Buyer's prior written consent.

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Buyer shall have the right to assign all or any portion of its interest in this Agreement, or substitute for itself a nominee, upon notice to Seller not later than three days prior to the Closing Date.

11.11 Further Assurances. Seller, at any time before or after Closing, shall, at its own expense, execute, acknowledge and deliver any further deeds, assignments, conveyances and other assurances, documents and instruments of transfer reasonably requested by Buyer and shall take any other action consistent with the terms of this Agreement that may reasonably be requested by Buyer for the purpose of transferring and confirming to Buyer, or reducing to Buyer's possession, any or all of the Property or otherwise carrying out the terms of this Agreement.

11.12 Cooperation With Exchange. Each party agrees to cooperate with the other if such party intends to accomplish a tax-deferred exchange pursuant to Section 1031 of the Internal Revenue Code of 1986. Buyer and/or Seller may assign this Agreement to an exchange intermediary for the purpose of facilitating such an exchange by the assigning party. Buyer's duty to cooperate shall be limited to the transfer of money to Seller or Seller's designee in exchange for the Property, and in no event shall Buyer act as purchaser or acquirer of any exchange property.

Seller's duty to cooperate shall be limited to the transfer of the Property to Buyer or Buyer's designee and in no event will Seller exchange the Purchase Property for any exchange property designated by Buyer. The requesting party shall indemnify and defend and hold the other party harmless from any claims, loss, damages or liability arising out of participation in an exchange.

11.13 No Third Party Beneficiaries. Nothing in this Agreement, express or implied, is intended to confer any rights or remedies under or by reason of this Agreement on any person other than the parties to it and their respective permitted successors and assigns, nor is anything in this Agreement intended to relieve or discharge any obligation of any third person to any party hereto or give any third person any right of subrogation or action over against any party to this Agreement.

11.14 Remedies Cumulative. The remedies set forth in this Agreement are cumulative and not exclusive to any other legal or equitable remedy available to a party.

11.15 Commissions, Indemnity, Disclosure. Each party represents to the other party that there is no broker representing such party in the current transaction, and that the representing party has incurred no liability for any brokerage commission or finder's fee arising from or relating to the transactions contemplated by this Agreement. Seller shall be responsible for any broker commission associated with this purchase. Each party hereby indemnifies and agrees to protect, defend and hold harmless the other party from and against all liability, cost, damage or expense (including without limitation attorneys' fees and costs incurred in connection therewith) on account of any brokerage commission or finder's fee which the indemnifying party has agreed to pay or which is claimed to be due as a result of the actions of the indemnifying party. This Section 11.15 is intended to be solely for the benefit of the parties hereto and is not intended to benefit, nor may it be relied upon by, any person or entity not a party to this Agreement.

11.16 Counterparts/Facsimile/.PDF Signatures. This Agreement may be executed in counterparts and when so executed by the parties, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument that shall be binding upon the parties, notwithstanding that the parties may not be signatories to the same counterpart or counterparts. The parties may integrate their respective counterparts by attaching the signature Item: 9
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21 19189954.1
pages of each separate counterpart to a single counterpart. In order to expedite the transaction contemplated herein, facsimile or .pdf signatures may be used in place of original signatures on this Agreement. Seller and Buyer intend to be bound by the signatures on the facsimile or .pdf document, are aware that the other party will rely on the facsimile or .pdf signatures, and hereby waive any defenses to the enforcement of the terms of this Agreement based on the form of signature.
[Signatures on following page]
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SIGNATURE PAGE TO PURCHASE AND SALE AGREEMENT

AND JOINT ESCROW INSTRUCTIONS
IN WITNESS WHEREOF, the parties have executed this Agreement as of the Effective Date.

SELLER:

CITY OF LAKE FOREST, a California municipal
corporation
By
Its
ATTEST:

By:

City Clerk
APPROVED AS TO FORM:

BEST BEST & KRIEGER LLP
By:

City Attorney
SELLER:

IRVINE RANCH WATER DISTRICT
By:

APPROVED AS TO FORM:
___
By:
, Attorney for Seller
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EXHIBIT A

LEGAL DESCRIPTION
That certain parcel of land situated in the City of Lake Forest, County of Orange, State of California, being all of Parcel 3 as described in that certain Grant Deed to Lennar Homes of California, Inc., a California Corporation recorded September 1, 2017 as Instrument No. 2017000374689 of Official Records in the office of the County Recorder of said Orange County.

General Depiction of said parcel is shown directly below as the following pages of this Exhibit A.

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EXHIBIT B

TRANSFEROR'S CERTIFICATION OF NON-FOREIGN STATUS
Section 1445 of the Internal Revenue Code of 1986, as amended (the "Code"), provides that a transferee of a U.S. real property interest must withhold tax if the transferor is a foreign person. To inform the IRVINE RANCH WATER DISTRICT (the "Transferee"), that withholding of tax under Section 1445 of the Code will not be required upon the transfer of a U.S. real property interest to the Transferee by the CITY OF LAKE FOREST (the "Transferor"), the undersigned hereby certifies the following on behalf of the Transferor:

1. The Transferor is not a foreign corporation, foreign partnership, foreign trust or foreign estate (as those terms are defined in the Code and the Income Tax Regulations promulgated thereunder); and

2. The Transferor is a California municipal corporation.

3. The Transferor's address is 100 Civic Center Dr., Lake Forest, CA 92630.

The Transferor understands that this Certificate may be disclosed to the Internal Revenue Service by the Transferee and that any false statement contained herein could be punished by fine, imprisonment, or both.

Under penalty of perjury I declare that I have examined this Certification and, to the best of my knowledge and belief, it is true, correct and complete, and I further declare that I have authority to sign this document on behalf of the Transferor.

DATED: ________________, 2023.

CITY OF LAKE FOREST
By: ______________________________________
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EXHIBIT C

GRANT DEED

RECORDING REQUESTED BY

AND WHEN RECORDED MAIL TO
Ray Thatcher, R/W Agent
Irvine Ranch Water District
15600 Sand Canyon Avenue
P. O. Box 57000
Irvine, California 92619-7000
IRWD Doc. D

EXEMPT FROM RECORDING FEES PURSUANT
TO GOVERNMENT CODE SECTIONS 6103 AND 27383

SPACE ABOVE THIS LINE FOR RECORDER'S USE
APN: 610-691-41
Grant Deed
The undersigned Grantor(s) declare(s): Irvine Ranch Water District is exempt from property taxes Documentary transfer tax is $0.

Computed on full value of property conveyed, or
Computed on full value less value of liens and encumbrances remaining at time of sale.

Unincorporated area City of __________________ and
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, The City of Lake Forest, a California municipal corporation hereby GRANT(S) to
Irvine Ranch Water District, a California water district organized under Division 13 of the California Water Code
the following described real property in the City of Lake Forest, County of Orange, State of California:

SEE EXHIBIT A ATTACHED HERETO AND MADE A PART HEREOF
Dated: _______________, 2023 CITY OF LAKE FOREST,
a California municipal corporation
By: _________________________________
Title:

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ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA )

COUNTY OF ORANGE )
On , 2023 before me, , Notary Public, personally appeared ________________________________________________, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: (seal)
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EXHIBIT A

General Depiction of said parcel is shown directly below as the following pages of this Exhibit A.

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CERTIFICATE OF ACCEPTANCE
Pursuant to Section 27281 of the
California Government Code
This is to certify that the interest in real property conveyed by deed or grant dated from the City of Lake Forest, a California municipal corporation to Irvine Ranch Water District, a California Water District, is hereby accepted by the undersigned officer on behalf of the Board of Directors pursuant to authority conferred by Resolution 2020-1 of the Board of Directors, adopted on January 13, 2020, and the grantee consents to recordation thereof by its duly authorized officer.

Date: IRVINE RANCH WATER DISTRICT
By:

Leslie Bonkowski
Secretary to Board of Directors
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3 ATTACHMENT 2
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4 9
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3 RESOLUTION NO. 2023-

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA, AMENDING
THE 2021-2023 OPERATING BUDGET; AMENDING
REVENUE ESTIMATES FOR FISCAL YEAR 2022-23
WHEREAS, the 2021-2023 Operating Budget was adopted by the City Council on June 15, 2021; and
WHEREAS, the revenue estimates for Fiscal Year 2022-23 were 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 revenue estimates for Fiscal Year 2022-23 as demonstrated in Exhibit A.

Section 3. 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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3 PASSED, APPROVED AND ADOPTED this 7th day of March 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 7th day of March, 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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4 9
6 7
3 EXHIBIT A
AMENDMENT TO THE 2021-2023

OPERATING BUDGET, AMENDMENT
TO FISCAL YEAR 2022-23 REVENUE

ESTIMATES
Revenue Estimates
Fund Name
Current
Budget
Increase
(Decrease) Amended Budget
General Fund $57,338,700 $160,000 $57,498,700
Total $57,498,700
General Fund Revenue Estimates by Type
Revenue Type Current
Budget
Increase
(Decrease) Amended Budget
Other $107,500 $160,000 $267,500
Total $267,500
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ATTACHMENT 3
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_ Michael J. Francis, MAI
1 APPRAISAL REPORT

Approximately 3.2 acres of land, known as the Serrano Summit Passive Park location, situated south of Pelion and east of Wisteria (south of the southern terminus of Civic Center Drive and south of southern terminus of Serrano Summit Drive) in the City of Lake Forest, California and referenced as APN 610-691-41

PREPARED FOR:

Mr. Keith D. Neves
Assistant City Manager
City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630

PREPARED BY:

Michael J. Francis, MAI
P.O. Box 11808
Newport Beach, CA 92658

VALUATION DATE
June 1, 2022

DATE PREPARED
June 1, 2022
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_ Michael J. Francis, MAI
2 MICHAEL J. FRANCIS, MAI
Real Estate Appraiser and Consultant

June 1, 2022

Mr. Keith D. Neves
Assistant City Manager
City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630

RE: Approximately 3.2 acres of land, known as the Serrano Summit Passive Park location, situated south of Pelion and east of Wisteria (south of the southern terminus of Civic Center Drive and south of southern terminus of Serrano Summit Drive) in the City of Lake Forest, California and referenced as APN 610-691-41

Dear Mr. Neves,

Pursuant to your request and authorization, I have conducted the investigations and analyses necessary to form an opinion of the market value of the Fee Simple Estate of the a bove referenced subject property . This Appraisal Report that is intended to comply with the reporting requirements as set forth under the Uniform Standards of Professional Appraisal Practice (USPAP). The APN of the subject property is reportedly 610- 691-41. The subject property was reportedly previously a portion of APN 104-133-17. Please refer to subject property exhibits given in the addenda. The subject property is assumed to represent a separate legal parcel with legal property access.

This Appraisal Report contains a discussion of the data, reasoning, and analyses that were used to develop the opinion of value. It also includes descriptions of the subject property, the property's locale, the market for the property type, and the appraiser's opinion of highest and best use. Any data, reasoning, and analyses not discussed in this report are retained in the appraiser's work file.

Based upon the investigations conducted, analyses made, and on my experience as a real estate analyst and appraiser, I have formed the opinion that as of June 1, 2022, and subject to the Assumptions and Limiting Conditions set forth in the report which follows, the market value of the Fee Simple Estate of the subject property is as follows:

ONE HUNDRED SIXTY THOUSAND DOLLARS
$160,000

P.O. Box 11808, Newport Beach, CA 92658
Tel: (949) 306-3388 * Fax: (949) 528-1300 * Email: [email protected]

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3 The narrative report which follows sets forth the data and analysis upon w hich my opinion of value is, in part, predicated.

Respectfully submitted,

Michael J. Francis, MAI
CA State Gen. Cert. No.: AG002243

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4 TABLE OF CONTENTS

Cover Page ...................................................................................................................... 1 Transmittal Letter ............................................................................................................. 2 Certification ...................................................................................................................... 5 Assumptions and Limiting Conditions .............................................................................. 6 Introduction .................................................................................................................... 10 Area Description ........................................................................................................... 14 Site Description .............................................................................................................. 17 Highest and Best Use ................................................................................................... 21 Valuation Methodology .................................................................................................. 24 Sales Comparison Approach ......................................................................................... 25 Reconciliation and Final Value ....................................................................................... 30

ADDENDA
- Regional Map and Neighborhood Map
- Subject’s Property Aerial and Map Exhibits
- Subject’s Parcel Map and Legal Description
- Subject’s Plat Map
- Subject’s Topographic Map
- Subject’s MLS Property Details Report
- Subject Photo Map and Subject Photos
- Comparable Land Sales: Land Sales Map, Aerial Photos, Topographic Maps and MLS Property Details Sheets
- Preliminary Title Report
- Demographic Information
- Qualifications of the Appraiser

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5 CERTIFICATION

I certify that, to the best of my knowledge and belief:

- The statements of fact contained in this report are true and correct.

- The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional, analyses, opinions, and conclusions.

- I have no present or prospective interest in the property that is the subject of this report and I have no personal interest with respect to the parties involved.

- I have performed no services, as an appraiser or in any other capacity, regarding the property that is the subject of this report within the three year period immediately preceding the agreement to perform this assignment.

- I have no bias with respect to any property that is the subject of this report or to the parties involved with this assignment.

- My engagement in this assignment was not contingent upon developing or reporting predetermined results.

- My compensation for completing this assignment is not contingent upon the reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal.

- The reported analyses, opinions and conclusions were developed, and this report has been prepared, in conformity with the requirements of the Uniform Standards of Professional Appraisal Practice.

- The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives.

- I have made a personal inspection of the property that is the subject of this report.

- No one provided significant real property appraisal assistance to the person signing this report.

- As of the date of this report, I have completed the requirements of the continuing education program of the Appraisal Institute.

Respectfully submitted,

Michael J. Francis, MAI
CA State Cert. No.: AG002243

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6 Assumptions and Limiting Conditions

The analyses and opinions set forth in this appraisal are subject to the following assumptions and limiting conditions:

General Assumptions and Limiting Conditions
This Appraisal Report is intended to comply with the reporting requirements as set forth under of the Uniform Standards of Professional Appraisal Practice (USPAP). It contains a discussion of the data, reasoning, and analyses that were used to develop the opinion of value. It al so includes descriptions of the subject property, the property's locale, the market for the property type, and the appraiser's opinion of highest and best use. Any data, reasoning, and analyses not discussed in this Appraisal Report are retained in the appraiser's work file.

I reserve the right to change the value conclusion set forth within should additional information be made available or uncovered by your appraiser that was not previously available for my review and analysis as of the effective date of this appraisal.

Information contained in this appraisal has been gathered from sources which are believed to be reliable, and, where feasible, has been verified. No responsibility is assumed for the accuracy of information supplied by others.

I assume no responsibility for economic or physical factors which may affect the opinions herein stated which may occur at some date after the date of value.

The property is appraised assuming it to be under responsible ownership and competent management, and available for its highest and best use.

Maps, plats and exhibits included herein are for illustration only, as an aid in visualizing matters discussed within the appraisal. They should not be Item: 9
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7 considered as surveys nor relied upon for any other purpose, nor should they be removed from, reproduced, or used apart from this report.

Your appraiser has inspected the subject property as far as possible by observation; however, it was impossible to personally inspect below ground conditions; therefore, no representation is made as to these matters unless specifically indicated within this appraisal.

Your appraiser shall not be required, by reason of this appraisal, to give testimony or to be in attendance in court or any governmental or other hearing with reference to the property without prior arrangements having first been made relative to such additional employment.

I am a member of the Appraisal Institute. The Bylaws and Regulations of the Institute require each member to control the use and distribution of each appraisal signed by such member. Therefore, except as hereinafter provided, the party for whom this appraisal was prepared may distribute copies of this appraisal, in its entirety, to such third parties as may be selected by the party for whom this appraisal was prepared; however, selected portions of this appraisal shall not be given to third parties without the prior written consent of the signatories of this appraisal. Further, neither all nor part of this appraisal shall be disseminated to the gen eral public by the use of advertising media, public relations media, news media, sales media or other media for public communication without the prior written consent of the signatories of this appraisal.

A global outbreak (i.e. – a pandemic) of a new virus known as the Coronavirus (or COVID19) started manifesting itself in the first quarter of 2020 and has caused an economic slowdown worldwide, including the United States and the subject’s greater area. The economic recovery from this pandemic began in the second half of 2020 and has continued in 2021 and 2022. With the arrival of a vaccine for this virus in late 2020, the economy is slowly recovering (although to Item: 9
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_ Michael J. Francis, MAI
8 exactly what degree is still undeter mined). However, there is a chance that COVID19 and its variant virus forms (i.e. – the Delta variant, the Omicron variant and so forth) could cause a more protracted economic rebound which would potentially negatively affect some real estate markets, although to what degree remains difficult to predict. The impact of the Coronavirus on the future impact on the subject property is unknown although I have considered it in my analysis.

Although it appears that real estate values of most property types (including the subject property) have increased significantly since the outbreak of the Coronavirus. For purposes of this report, I have made this an extraordinary assumption that this economic slowdown due to the Coronavirus and its related virus variants will be r elatively short term in nature and that the economy will continue to rebound (although to exactly what degree is still undetermined) in 2022 and beyond and should economic conditions and/or forecasts significantly change (which would affect the market value of the subject property) then I reserve the right to adjust my opinion of value accordingly.

Assumptions and Limiting Conditions Specific to the Subject Property The APN of the subject property is reportedly 610- 691-41. The subject property was reportedly previously a portion of APN 104- 133-17. Please refer to subject property exhibits given in the addenda. The subject property is assumed to represent a separate legal parcel with legal property access. A parcel map and legal description of the subject property is given in the addenda of this report.

No engineering survey of the boundaries of the property was undertaken by your appraiser. All areas and dimensions furnished and reported herein are presumed to be correct. Should a future engineering study be conducted which results in measurements or figures different from those reported herein, and if such difference affects my value estimate as presented herein, I reserve the right to adjust my opinion of value accordingly.

I have been pro vided with a preliminary title report, given in the addenda, for the subject property . No responsibility is assumed for matters which are legal in Item: 9
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9 nature. No opinion of title is rendered, and the property is appraised as though free of all encumbrances and the title is assumed to be marketable. I assume that there are no items in the subject’s title report s which would negatively affect my value estimate presented within this report. In my valuation analysis of the subject property, I have assumed that the subject has clear and marketable title.

Property taxes on the subject, if applicable, are assumed to be current. Should any of the assumptions made in this paragraph found later not to be the case, I reserve the right to adjust my opinion of value accordingly.

I have not been provided with an environmental report for the subject property.

Your appraiser did not detect the existence of any hazardous and/or toxic materials on the subject site which posed a hazardous threat to the subj ect property. Your appraiser has no knowledge of the existence of such harmful materials on or in the property. Your appraiser, however, is not qualified to detect such substances. The presence of substances such as asbestos or other potentially hazardous materials may affect the value of the property. The value estimate is predicated on the assumption that there are no such hazardous and/or toxic materials on or in the property that would cause a loss in value. No responsibility is assumed for any such condition, or for any expertise or engineering knowledge required to discover them. The client is urged to retain an expert in this field, if desired.

I have not received a soils report for the subject property. I explicitly assume that the subject’s s oils do not contain any unusual conditions and that there are no adverse soil conditions at the subject site. I also assume that the subject's soils conditions will not negatively affect the value of the subject property.

The subject property is not located within 1,000 yards of the ocean or in a designated wetland area. It is, therefore, assumed that the subject either satisfies, or is not affected by, the State or Federal wetlands acts/regulations.

With respect to subject propert y being analyzed herein, your appraiser has disregarded the existence of the MSHCP for purposes of this appraisal.

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_ Michael J. Francis, MAI
10 INTRODUCTION

Purpose of the Appraisal Report / Identification of the Property The purpose of this appraisal report to estimate the current market value of the Fee Simple Estate of the subject propert y which approximately 3.2 acres of land, known as the Serrano Summit Passive Park location, situated south of Pelion and east of Wisteria (south of the southern terminus of Civic Center Drive and south of southern terminus of Serrano Summit Drive) in the City of Lake Forest, California.

APN / Legal Description
The APN of the subject property is reportedly 610- 691-41. The subject property was reportedly previously a portion of APN 104 -133-17. P lease refer to subject property exhibits given in the addenda. The subject property is assumed to represent a separate legal parcel with legal property access. A parcel map and legal description of the subject property is given in the addenda of this report.

Function or Intended Use of the Appraisal Report / Appraisal Client The function or intended use of this appraisal report is for the use of my client, the City of Lake Forest, with respect to possible sale of the subject property.

Intended User
The intended user of this appraisal report is the City of Lake Forest.

Scope of the Appraisal
The scope of this appraisal includes the process of collecting primary and secondary data (i.e., CoStar Comps, TRW, etc. for sale data) relative to the subject property along with the supporting market data and various data and information concerning the subject property. This data has been analyzed and confirmed, whenever possible, leading to the value conclusions set forth herein.

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11 This Appraisal Report is intended to comply with the reporting requirements as set fort h under the Uniform Standards of Professi onal Appraisal Practice (USPAP). It contains a discussion of the data, reasoning, and analyses that were used to develop the opinion of value. It also includes descriptions of the subject property, the property's locale, the market for the property type, and the appraiser's opinion of highest and best use. Any data, reasoning, and analyses not discussed in this Appraisal Report are retained in the appraiser's work file.

The Sales Comparison Approach w as determined to be the most appropriate approach to determine value and has been used to estimate the market value of the property. Please refer to the Sales Comparison Approach section, given later in this report, for further explanation of what this approach entailed.

Date of the Appraisal / Date of Subject Property Inspection The opinions expressed in this report are stated as of June 1, 2022, which coincides with my on-site physical inspection date of subject property.

Date of Appraisal Preparation
The appraisal was prepared on June 1, 2022.

Interest Appraised
Fee Simple Estate

Market Value Defined
The term Market Value1 is defined as follows:

Market Value means the most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this

1Title XI of the Federal Financial Institutions Reform, Recovery & Enforcement Act of 1989(FIRREA), Section 34.42(f)
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12 definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby:

1. buyer and seller are typically motivated;

2. both parties are well informed or well advised, and acting in what they consider their own best interests;

3. a reasonable time is allowed for exposure in the open market;

4. payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and

5. the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale.

Highest and Best Use Defined
Highest and Bes t Use 2 is an appraisal concept which has been defined as follows:

That reasonable and probable use that will support the highest present value, as defined, as of the effective date of the appraisal. Alternatively, that use, from among reasonably probable and legal alternative uses, found to be physically possible, appropriately supported, financially feasible, and which results in highest land value.

Fee Simple Estate Defined
The term Fee Simple Estate3 is defined as follows:

Absolute ownership unencumbered by any other interest or estate; subject only to the limitations of eminent domain, escheat, police power, and taxation.

2Real Estate Appraisal Terminology, Byrl N. Boyce, Ph.D., Ed., Ballinger Publishing Company, Cambridge, Massachusetts, 1981.
3Real Estate Appraisal Terminology, Byrl N. Boyce, Ph.D., Ed., Ballinger Publishing Company, Cambridge, Massachusetts, 1981.

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13 Property Ownership
The subject property is reportedly currently owned by the City of Lake Forest.

Property History
The subject property reportedly was transferred from Lennar Homes of California, Inc., a California corporation, to the City of Lake Forest on May 6, 2021 at no charge to the City. To my knowledge, the subject property is currently not listed for sale and there have been reportedly no other third party, arm’s length, sales or transfers of the subject property within the past three years.

Wetlands Statement
The subject property is not located within 1,000 yards of the ocean or in a designated wetland area. It is, therefore, assumed that the subject either satisfies, or is not affected by, the state or federal wetlands acts/regulations.

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14 AREA DESCRIPTION

Regional Analysis
The subject property is located in the City of Lake Forest, Orange County, California. A location map and a neighborhood map is included for reference in the addenda of this report . The value of real estate is influenced by four basic forces. These environmental forces are ca tegorized as physical, social, economic, and politi cal. Orange County was incorporated in 1889 and is the third most populous county in the Southern Ca lifornia Metropolitan Region.

Orange County is located directly southeast of Los Angeles County and abuts San Bernardino and Riverside Counties to the east, and San Diego County to the south. Orange County has approximately 42 miles of coastline where it abuts the Pacific Ocean to the west. Its topography is primarily level throughout with some sloping and mountainous areas to the east.

Social Environment
Together with the rest of southern Ca lifornia, the County of Orange continues to experience significant population growth. This is attributable to a very desirable physical and social environment and a diverse mixture of industry experiencing expansion. Overall, the population growth trends have been positive and are expected to continue. Demographic information with respect to population figures, age distribution and so forth may be found in the addenda.

Orange County enjoys a Mediterranean climate that is generally sunny and warm. The City of Lake Forest along with the nearby surrounding cities in Orange County offer a wide variety of parks, golf courses, wildlife preserves and numerous other recreational, cultural, entertainment and educational activities.

Economic Environment
Orange County continues to reflect a strong job growth market, low unemployment rates, strong retail sales, and high demand for housing in the region. This is attributed to the diverse labor pool, abundance of affordable land Item: 9
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_ Michael J. Francis, MAI
15 available for development, and the increasing population base. Overall, economic trends are generally positive and real estate values over the past year have significantly increased. United States Census demographic information with respect to the economy may be found in the addenda.

Regional Area Conclusion
Orange County continues to reflect a relati vely strong job growth market, declining unemployment rates, increasing retail sales, and strong demand for housing in the region. This is attributed to the diverse labor pool and the increasing population base. Overall, economic trends are positive and real estate values over the past year have significantly increased. Overall, the current economic environment impacting the subject is on a positive trend which is forecast to continue. This in turn should bode well for the subject property.

Orange County is continuing to experience a relatively rapid expansion of its population and economic base. This is due to its very desirable physical and social environment, and its diverse mixture of business and industry. In addition, Orange County offers a relatively central geographic location with respect to Los Angeles County to the north, the Inland Empire to the east and San Diego County to the south. In summary, this combination of social and economic forces will continue to generate demand for property such as the subject.

Immediate Market Area Analysis & Surrounding Land Uses
The subject property , known as the Serrano Summit Passive Park location, situated south of Pelion and east of Wisteria (south of the southern terminus of Civic Center Drive and south of southern terminus of Serrano Summit Drive) in the City of Lake Forest, California. Adjacent and to the immediate east of the subject property lies an open space land corridor. Situated to the west , south and north of the subject property an Irvine Ranch Water District water treatment facility. Beyond the immediate surrounding land uses lies mostly single family residential homes with some commercial / industrial product.

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16 Interstate 5 is located approximately 3 miles southwest of the subject property and State Route 241 is located approximately 1.5 miles northeast of the subject property. T he subject is located within close proximity to a wide variety of local shopping facilities, r estaurants, entertainment venues, hospitals, beaches and parks. Overall, the subject property and its surrounding environment appear to contain all the elements to ensure continued growth and economic viability.

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17 SITE DESCRIPTION

General Description / Parcel Size:

The subject property represents a pproximately 3.2 acres of land, known as the Serrano Summit Passive Park location, situated south of Pelion and east of Wisteria (south of the southern terminus of Civic Center Drive and south of southern terminus of Serrano Summit Drive) in the City of Lake Forest, California.

APN / Legal Description:

The APN of the subject property is reportedly 610- 691-41. The subject property was reportedly previously a portion of APN 104- 133-17. Please refer to subject property exhibits given in the addenda. The subject property is assumed to represent a separate legal parcel with legal property access. A parcel map and legal description of the subject property is given in the addenda of this report.

Parcel Shape: Irregular

Site Improvements: None

Title Report /
Easements: I have been provided with a preliminary title report, given in the addenda. No responsibility is assumed for matters which are legal in nature. No opinion of title is rendered, and the property is appraised as though free of all
encumbrances and the title is assumed to be marketable.

I assume that there are no items in the subject’s title reports which would negatively affect my value estimate presented within this report. In my valuation analysis of the subject property, I have assumed that the subject has clear and marketable title. Property taxes, if applicable, on the subject are assumed to be current.

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18 General Plan and
Zoning: The General Plan land use designation is reportedly Public Facility and the zoning for the parcel is reportedly “A1” (Agricultural). The subject’s zoning and General Plan designation are currently reportedly somewhat
inconsistent with one another. According to the City of Lake Forest Planning Department, given the zoning and
overall location of the subject property, it appears as though a low intensity land use (possibly for recreational / park use) of the subject property would be appropriate.

For purposes of this appraisal , I have assumed that given the subject’s limited property access and its generally isolated location next to the open space corridor, it
appears that the highest and best use of the subject
property would be for open space / public park use or
possibly, with City approval, for storage use by the
adjacent Irvine Ranch Water District water treatment
facilities plant.

Flood Zone: The subject property’s parcels are located in flood zone “X” (an area of minimal flood hazard) as found on FEMA flood map # 060 65C-0316J, dated 12-3-09. I encourage
my client to investigate the exact amount, if any, flood zone insurance may be required for the subject property.

Entitlements: The subject property reportedly currently has no buildin g entitlements.

Utilities: All utilities are reportedly presently available to the site and are considered adequate to service the needs of the property.

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19 Environmental
Report: I have not been provided with an environmental report for the subject property. Your appraiser did not detect the existence of any hazardous and/or toxic materials on the subject site which posed a hazardous threat to the subject property. Your appraiser has no knowledge of the
existence of such harmful materials on or in the property.

Your appraiser, however, is not qualified to detect such substances. The presence of substances such as
asbestos, or other potentially hazardous materials may
affect the value of the property. The value estimate is predicated on the assumption that there are no such
hazardous and/or toxic materials on or in the property that would cause a loss in value. No responsibility is assumed for any such condition, or for any expertise or engineering knowledge required to discover them. The client is urged to retain an expert in this field, if desired.

Soils Report: I have not received a soils report for the subject propert y.

I explicitly assume that the subject’s soils do not contain any unusual conditions and that there are no adverse soil conditions at the subject site. I also assume that the subject's soils conditions will not negatively affect the value of the subject property.

Topography: The topography of the subject property represents a mixture of flat and sloping topography. Please refer the subject’s topographic map given in the addenda of this
report.

Coastal / Wetlands /
Biological Species
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20 Habitat Issues: The subject property is not located within 1,000 yards of the ocean or in a designated wetland area. It is, therefore, assumed that the subject either satisfies, or is not affected by, the State or Federal wetlands acts/regulations. I
furthermore assume that the subject property is not
located in any special and/or endangered biological
species habitat.

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21 HIGHEST AND BEST USE

Highest and Best Use is an appraisal concept which has been defined as follows:

That reasonable and probable use that will support the highest present value, as defined, as of the effective date of the appraisal.

Alternatively, that use, from among reasonably probable and legal alternative uses, found to be physically possible, appropriately supported, financially feasible, and which results in highest land value.

The highest and best use of a property is an econo mic concept that measures the interaction of the following four criteria – legally permissible, physically possible, financially feasible and maximally productive. The determination of a property's highest and best use is a critical appraisal component that provides the valuation framework upon which comparable market information is derived.

Depending on the property type, s uch comparable data may include cost, sales, and income and expense data pertaining to the property's concluded best use.

In general, to render a reliable use and value estimate, the highest and best use of the property as if vacant must be considered separately from the highest and best use of the property as improved. This is because the site must be valued as though vacant and avai lable for development to its highest and best use even if the property's existing improvements do not represent the highest and best use of the site. However, since the subject property represents unimproved vacant land, the following discussion only relates to the highest and best use considerations of the subject property, as vacant , followed by supporting analyses and conclusions.

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22 HIGHEST AND BEST USE – AS VACANT
Highest and best use of land or a site as though vacant7 is defined as:

Among all reasonable, alternative uses, the use that yields the highest present land value, after payments are made for labor, capital, and coordination. The use of a property based on the assumption that the parcel of land is vacant or can be made vacant by demolishing any improvements.

Legally Permissible. As previously discussed, t he General Plan land use designation is reportedly Public Facility and the zoning for the parcel is reportedly “A1” (Agricultural). The subject’ s zoning and General Plan designation are currently reportedly somewhat inconsistent with one another. According to the City of Lake Forest Planning Department, given the zoning and overall location of the subject property, it appears as though a low intensity land use (possibly for recreational / park use) of the subject property would be appropriate. For purposes of this appraisal, I have assumed that given the somewhat limited property access and isolated location of the subject property next to the open space corridor, it appears that the highest and best use of the subject property would be for open space / public park use or possibly , with City approval, for some limited storage use by the adjacent Irvine Ranch Water District water treatment facilities plant.

Physically Possible. The physical characteristics of a site that may affect its possible use(s) include, but are not limited to, location, street frontage, size, shape, street access, availability of utilities, easements, soils and sub- soils, flood zone and topography. With respect to the subject property, given the subject’s relatively isolated location and limited property access , it appears that a somewhat limited number of uses may be physically possible.

7Per The Dictionary of Real Estate Appraisal, Third Edition, (Chicago: Appraisal Institute,1993) p. 171 )
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23 Financially Feasible. Among the physically and legally permissible land uses which may be considered a financially feasible improvement is any use that provides a positive net return to the land. Given the subject’s legally allowed land uses, its location and other physical characteristics and the adjacent and surrounding land uses and considering current market conditions, it appears as though open space / public park use or possibly , with City approval, for some limited storage use by the adjacent Irvine Ranch Water District water treatment facilities plant may provide the highest positive net return to the land.

Maximally Productive. The determination of financial feasibility is dependent primarily upon demand. Given the subject’s legally allowed land uses, its location and other physical characteristics and the adjacent and surrounding land uses and considering current market conditions, it appears as though open space / public park use that could be coupled with adjacent open space corridor or possibly , with City approval, for some limited storage use by t he adjacent Irvine Ranch Water District water treatment facilities plant may represent the maximally productive use of the subject property.

Conclusion: Highest and Best Use – As Vacant
Given the above analysis, the considering the current property uses in the immediate area and considering t he subject’s legally allowed land uses, its physical characteristics and the current m arket conditions, it is my opinion that open space / public park use that could be coupled with adjacent open space corridor or possibly , with City approval, for some limited storage use by the adjacent Irvine Ranch Water District water treatment facilities plant represent s the Highest and Best Use of the subject property.

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24 VALUATION METHODOLOGY

Basis of Valuation
The valuation performed herein is based on general and specific background experience, opinions of qualified informed persons, consideration of all data gathered during the investigative phase of the appraisal, and on analysis of all market data available to the appraiser.

Valuation Approaches / Appraisal Methodology
The three primary approaches to value that are available to the appraiser are:
the Cost Approach, the Income Approach, and the Sales Comparison Approach.

To estimate the value of the subject’s land, only the Sales Comparison Approach was found to be appropriate and, therefore, only this approach was utilized.

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_ Michael J. Francis, MAI
25 SALES COMPARISON APPROACH

The Principle of Substitution states that the value of a property tends to be set by the price at which comparable properties have recently sold or for which they can be bought. The Sales Comparison Approach requires a detailed comparison of sales of comparable properties with the subject property. Given this fact, I have, consequently, analyzed recent comparable property sales within the subject’s greater area utilizing a price per acre analysis, the primary indicator of value utilized by buyers in the market. By analyzing these comparable sales for their similarities and differences and then adjusting them for such differences, an indication of the subject's land value can be derived.

Given on the following pages is a brief land sales summary sheet for the land sales followed by a land sales adjustment chart and a brief discussion of the appropriate adjustments made to those analyzed comparable land sales . Given in the addenda is a land sales map , aerial photos, topographic maps and MLS Property Details sheets for the land sales that have been analyzed.

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Summary of Land Sales
Date Parcel Size Sale Price
Data # Location of Sale Zoning (Acres) Price / Sq. Ft.
1 S/S Hunky Dory Ln., E/O Oakie Doakie 9/17/21 Foothill / 13.4 $350,000 Trabucco Canyon Trabuco $26,119
(Unincorporated Orange County) SP
APN: 856-042-08
2 30841 Silverado Canyon Rd. 4/30/21 Silverado / 3.1 $150,000 Silverado Canyon Modjeska $48,387
(Unincorporated Orange County) SP
APN: 105-351-04
3 19242 Lambrose Canyon Rd. 3/7/22 Foothill / 7.1 $350,000 Trabucco Canyon Trabuco $49,296
(Unincorporated Orange County) SP
APN: 856-031-04
4 20 Williams Canyon Rd. 4/4/20 Silverado / 20.0 $350,000 Williams Canyon Modjeska $17,500
(Unincorporated Orange County) SP
APN: 876-011-20
5 32633 Trabucco Creek Rd. 3/26/21 Foothill / 39.8 $950,000 Trabucco Canyon Trabuco $23,869
(Unincorporated Orange County) SP
APN: 842-061-04
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LAND SALES ADJUSTMENT GRID
Parcel Street Topo- On-site /
Building Frontage / graphy / Off-site
Property Condition Market Parcel Entitlements / Site Access / Creek, Improve- Data Price / Rights Financing of Sale Sub Conditions Sub Location Size Zoning Parcel Shape etc. ments Total Adjusted No. Acre Adj. Adj. Adj. Total Adj. Total Adj. Adj. Adj. Adj. Adj. Adj. Adj. $/Acre 1 $26,119 No Adj. No Adj. No Adj. $26,119 5% $27,425 10% 10% -10% -8% 30% 10% 42% $38,943 2 $48,387 No Adj. No Adj. No Adj. $48,387 7% $51,774 15% 0% -5% -5% -5% 0% 0% $51,774 3 $49,296 No Adj. No Adj. -15% $41,902 2% $42,740 10% 4% -10% 3% 30% 0% 37% $58,553 4 $17,500 No Adj. No Adj. No Adj. $17,500 15% $20,125 20% 15% -5% 30% 30% 30% 120% $44,275 5 $23,869 No Adj. No Adj. No Adj. $23,869 7% $25,540 15% 25% -10% 15% 25% 5% 75% $44,695 Unadjusted Range (per acre): $17,500 to $49,296
Adjusted Range (per acre): $38,943 to $58,553
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_ Michael J. Francis, MAI
28 Land Sales Analysis

A search of comparable property sales within the subject’s greater area revealed an unadjusted value range of between $17,500/ acre to $49,296/acre. All of the land sales analyzed represented vacant parcels of land which, similar to the subject property, reflect properties with relatively limited development capability.

According to brokers interviewed and sales data in my files , comparable land prices in the area over the past three years have risen on average in the range of say 4 % to 6% per year (say approximately 5% per year on average).

Consequently, I have based my time adjustments for market conditions for the land sale comparables analyzed within this report, accordingly.

As far as your appraiser could determine, all of the comparables sold on an all cash basis, or if seller financing was involved, the seller financing generally reflected a market interest rate and terms and, therefore, no cash equivalency adjustments were found to be required. Furthermore, all the sale comparables represented arms -length transactions and, therefore, no adjustments for these reasons, nor for property rights conveyed, were found to be required. Please refer to the land sales adjustment grid, depicted on the previous page, for a summary of the more important adjustments made to the land sale comparables that were analyzed. The more significant adjustments (i.e. – of 10% or more) are briefly discussed below.

Data # 3 requires some downward adjustment for conditions of sale since the property reportedly sold at somewhat above market value. Data # 4 required relatively significant upward adjustment for market conditions. All of the analyzed land sales required relatively significant upward adjustment for their overall inferior locations. Data # 1, 4 and 5 required significant upward adjustment for their larger parcel sizes. All of the analyzed land sales required some downward adjustment for their overall superior zoning. Please note that data # 1, 3 and 5 required additional downward adjustment since the parcels could reportedly be divisible. Data # 4 and 5 required some upward adjustment for their inferior property access. Data # 1, 3, 4 and 5 required considerable upward adjustment Item: 9
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_ Michael J. Francis, MAI
29 for their inferior topography. Please note that data # 2 also required considerable upward adjustment for its inferior topography, however, this was partially offset by an upward adjustment for the nearby creek amenity. Data # 1 and to a greater degree data # 4 required an upward adjustment for their inferior offsite improvements.

Given this sales information and considering discussions with local real estate agents and current market conditions, I have estimated the Market Value of the Fee Simple Estate of the subject proper ty as of June 1, 2022 via the Sales Comparison Approach to lie between $47,000/acre to $50,000/acre (say:
$48,500/acre) as shown below.

3.2 acres x $48,500/acre = $155,200
Rounded: $160,000

The current market v alue of the subject property via the Sales Comparison Approach:
$160,000
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_ Michael J. Francis, MAI
30 RECONCILIATION AND FINAL VALUE

With respect to reconciliation, there is, in this case, only one applicable approach to value, the Sales Comparison Approach. The Sales Comparison Approach to value is believed the most relevant indicator of value, as it is the most likely method of valuation a potential purchaser would use in the marketplace. As a result, this is the sole basis for the value conclusion. The following value estimate reflects current market conditions.

Based upon the investigations conducted, analyses made, and on my experience as a real estate analyst and appraiser, I have formed the opinion that as of June 1, 2022, and subject to the Assumptions and Limiting Conditions set forth in the report, the market value of the Fee Simple Estate of the subject property is as follows:

ONE HUNDRED SIXTY THOUSAND DOLLARS
$160,000

Estimate of Exposure Time
The final value estimate reflects an exposure period of approximately 3 to 24 months, with an approximate average exposure time of 15 months. This estimate is based on the market data evidence presented and interviews with those active and knowledgeable in this real estate market.

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_ Michael J. Francis, MAI
31 ADDENDA
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32 Regional Map & Neighborhood Map

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_ Michael J. Francis, MAI
33 Subject Property Aerial and Map Exhibits
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34 Subject’s Parcel Map and Legal Description
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35 Subject’s Plat Map

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36 Subject’s Topographic Map
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37 Subject’s MLS Property Details Report

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38 Subject Photo Map and Subject Photos

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39 Comparable Land Sales:

Land Sales Map and Aerial Photos, Topographic Maps
and MLS Property Details Sheets

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40 Preliminary Title Report

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Prelim (CA/NV) Page 1 192002-001219
675 Placentia Avenue, Suite 225
Brea, CA 92821
Office Phone: (949)404-2500
Office Fax: (714)667-0338
Title Officer Email: [email protected]
Serrano Summit
Lake Forest, CA
Attn:

Your Ref:

Our Order No.: 192002-001219
Version No. UPDATED 3/18/2021
Property Address: Serrano Summit, Lake Forest, CA
Preliminary Report Dated as of March 11, 2021 at 7:30 a.m..

IN RESPONSE TO THE ABOVE REFERENCED APPLICATION FOR A POLICY OF TITLE INSURANCE, North American Title Insurance Company
Hereby reports that it is prepared to issue, or cause to be issued, as of the date hereof, a Policy or Policies of Title Insurance describing the land and the estate or interest therein hereinafter set forth, insuring against loss which may be sustained by reason of any defect, lien or encumbrance not shown or referred to as an Exception below or not excluded from coverage pursuant to the printed Schedules, Conditions and Stipulations of said Policy forms.

The printed Exceptions and Exclusions from the coverage and limitations on covered risks of said Policy or Policies are set forth in Exhibit A attached. The Policy to be issued may contain an Arbitration Clause. When the amount of insurance is less than that set forth in the Arbitration Clause, all arbitrable matters shall be arbitrated at the option of either the Company or the Insured as the exclusive remedy of the Parties. Limitations on covered risks applicable to the CLTA and ALTA Homeowner's Policies of Title Insurance which establish a deductible amount and a maximum dollar limit of liability for certain coverages are also set forth in Exhibit A. Copies of the Policy forms should be read. They are available from the office which issued this report.

Please read the exceptions shown or referred to below and the exceptions and exclusions set forth in Exhibit A of this report carefully. The exceptions and exclusions are meant to provide you with notice of matters which are not covered under the terms of the title insurance policy and should be carefully considered.

It is important to note that this preliminary report is not a written representation as to the condition of title and may not list all liens, defects, and encumbrances affecting title to the land.

This report (and any supplements or amendments hereto) is issued solely for the purpose of facilitating the issuance of a policy of title insurance and no liability is assumed hereby. If it is desired that liability be assumed prior to the issuance of a policy of title insurance, a Binder or Commitment should be requested.

The form of Policy of title insurance contemplated by this report is:

ALTA Extended Loan Policy (6/17/06)
ALTA Extended Owner's Policy
Please note that the America First Homeowner's Policy (CLTA/ ALTA Homeowner's Policy) can only be issued on transactions involving individuals as purchasers and residential 1-4 properties. Any indication that the America First Homeowner's Policy (CLTA/ ALTA Homeowner's Policy) will be issued in a transaction that does not meet these criteria is hereby revised to state that the policy contemplated is a Standard Coverage Policy.

Randy Dean, Title Officer
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Prelim (CA/NV) Page 2 192002-001219

SCHEDULE A

1. The estate or interest in the land herein after described or referred to covered by this report is:

Fee Simple

2. Title to said estate or interest at the date hereof is vested in:

Lennar Homes of California, Inc., a California Corporation

3. Real Property in the City ofLake Forest, County of Orange, State of California, described as follows:

See attached Legal Description
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LEGAL DESCRIPTION
Real Property in the City ofLake Forest, County of Orange, State of California, described as follows:

THAT CERTAIN PARCEL OF LAND SITUATED IN THE CITY OF LAKE FOREST. COUNTY OF ORANGE, STATE OF CALIFORNIA, BEING THAT PORTION OF PARCEL 2 OF AMENDING MAP PARCEL MAP NO. 89-218 AS SHOWN ON A MAP THEREOF FILED IN BOOK 274, PAGES 27 THROUGH 29 INCLUSIVE, OF

PARCEL MAPS IN THE OFFICE OF THE COUNTY RECORDER OF SAID ORANGE COUNTY, DESCRIBED AS FOLLOWS:

BEGINNING AT POINT "B" DESCRIBED HEREINABOVE IN PARCEL 2; THENCE ALONG THE SOUTHEASTERLY LINE OF SAID PARCEL 2 THROUGH THE FOLLOWING COURSES:

SOUTH 18°55'36" WEST 16.15 FEET TO THE BEGINNING OF A TANGENT CURVE CONCAVE NORTHWESTERLY AND HAVING A RADIUS OF 38.00 FEET; THENCE ALONG SAID CURVE SOUTHWESTERLY 26.60 FEET THROUGH A CENTRAL ANGLE OF 40°06'07" TO A POINT OF COMPOUND CURVATURE WITH A CURVE CONCAVE NORTHWESTERLY AND HAVING A RADIUS OF 432.00 FEET, A RADIAL LINE OF SAID CURVES FROM SAID POINT BEARS NORTH 30°58'17" WEST; THENCE ALONG SAID CURVE WESTERLY 249.60 FEET THROUGH A CENTRAL ANGLE OF 33°06'16" TO A POINT OF REVERSE CURVATURE WITH A CURVE CONCAVE SOUTHEASTERLY AND HAVING A RADIUS OF 85:00 FEET, A RADIAL LINE OF SAID CURVE FROM SAID POINT BEARS SOUTH 02°07'59" WEST; THENCE ALONG SAID CURVE WESTERLY 50.13 FEET THROUGH CENTRAL ANGLE OF 33°47’31"; THENCE LEAVING SAID SOUTHEASTERLY LINE OF PREVIOUSLY DESCRIBED PARCEL 2, RADIALLY FROM SAID CURVE SOUTH 31°39'32" EAST 21.34 FEET: THENCE SOUTH 58°20'28" WEST 38.13 FEET; THENCE SOUTH 13°24'45' WEST 11.88 FEET; THENCE SOUTH 31°39'32" EAST 294.37 FEET; THENCE NORTH 58°20'28" EAST 66.85 FEET; THENCE NORTH 59°26'33" EAST 15.93 FEET TO THE BEGINNING OF A TANGENT CURVE CONCAVE SOUTHEASTERLY AND HAVING A RADIUS OF 20.50 FEET; THENCE ALONG SAID CURVE EASTERLY 9.26 FEET THROUGH A CENTRAL ANGLE OF 25°53’4" TO A POINT OF REVERSE CURVATURE WITH A CURVE CONCAVE NORTHWESTERLY AND HAVING A RADIUS OF 270.73 FEET, A RADIAL LINE OF SAID CURVE FROM SAID POINT BEARS NORTH 04°39'53" WEST; THENCE ALONG SAID CURVE NORTHEASTERLY 194.34 FEET THROUGH CENTRAL ANGLE OF 41°07’42"; THENCE NON-TANGENT FROM SAID CURVE SOUTH 45°41'14" EAST 14.30 FEET TO A POINT ON A NON TANGENT CURVE CONCAVE SOUTHERLY AND HAVING A RADIUS OF 63.83 FEET, A RADIAL LINE OF SAID CURVE FROM SAID POINT BEARS SOUTH 26°57'26" EAST; THENCE ALONG SAID CURVE EASTERLY AND SOUTHEASTERLY 81.52 FEET THROUGH A CENTRAL ANGLE OF 73°10’27"; THENCE NON-TANGENT FROM SAID CURVE NORTH 69°37’50" EAST 18.39 FEET; THENCE NORTH 77°10'49" EAST 5.23 FEET TO THE SOUTHEASTERLY BOUNDARY LINE OF SAID AMENDING MAP PARCEL MAP NO. 89-218; THENCE ALONG SAID SOUTHEASTERLY BOUNDARY LINE NORTH 20°43'20" EAST 14.58 FEET; THENCE LEAVING SAID SOUTHEASTERLY BOUNDARY LINE NORTH 12°00'44" WEST 15.98 FEET; THENCE NORTH 62°51'17" WEST 11.92 FEET; THENCE NORTH 18°02'17" EAST 191.36 FEET; THENCE NORTH 63°07’31" WEST 66.62 FEET; THENCE NORTH 39°33'03" WEST 76.25 FEET; THENCE WEST 72.78 FEET; THENCE SOUTH 18°55'36" WEST 24.00 FEET: THENCE NORTH 71°04'24" WEST 46.14 FEET TO THE POINT OF BEGINNING.

APN: 610-691-41
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Prelim (CA/NV) Page 4 192002-001219

SCHEDULE B
At the date hereof exceptions to coverage in addition to the printed exceptions and exclusions in the policy form designated on the face page of this report would be as follows:

1. General and special taxes and assessments for the fiscal year 2021-2022, a lien not yet due or payable.

2. General and special taxes and assessments for the fiscal year 2020-2021.

First Installment: $40,911.77, PAID
Penalty: $0.00
Second Installment: $40,911.77, OPEN (Due By: April 12, 2021) Penalty: $4,114.17
Tax Rate Area: 30-178
A. P. No.: 610-691-41

3. The lien of supplemental taxes, if any, assessed pursuant to Chapter 3.5 commencing with Section 75 of the California Revenue and Taxation Code.

4. Water rights, claims or title to water, whether or not shown by the public records.

5. Refers to a license of right-of-way affecting said land for the purpose of maintaining a motor-way and fire-break over and across a strip of land 50 feet in width extending across a portion of said and as provided by agreement entered into on July 30, 1934, by and between the Whiting Company, as licensor, and the State of California, as licensee, recorded September 29, 1934 in Book 705, Page 237 of Official Records
The location of the easement cannot be determined from record information.

6. Permanent non-exclusive easements over all roads now in existence on said land and over all existing easements for utility purposes on such property, for the purpose of utilities and of ingress and egress to and from real property owned by grantor in the portion of said Rancho Canada De Los Alisos not now included in the Orange County Municipal Water District, provided, however, that such roads and/or utility easements may be relocated or abandoned at any time by grantee, its successors and assigns, if a substantially equivalent road or easement, as the case may be, for such purposes shall be substituted therefore, any such substitute road or easement shall serve the purposes served by the abandoned easement in a reasonable and satisfactory manner. In the exercise of the regulations of grantee with respect to the locking of gates and keeping the public from acquiring easements, as reserved by the El Toro Company, a Partnership, their successors and assigns in deeds recorded December 31, 1958 in book 4533 pages 588, 590 and 593 of Official Records and in deed recorded January 20, 1961 in book 5598, page 393 of Official Records.

The location of the easement cannot be determined from record information.

7. An easement for both pole lines and conduit and incidental purposes, recorded as Book 10071 Page 684 of Official Records.

In Favor of: Southern California Edison Company
Affects: as described therein

8. An easement shown or dedicated on the map filed or recorded July 2, 1979 as Book 13213, Page 1111 of Official Records
For: Aircraft operations, sound, air space and avigation and incidental purposes.

Subject to the same conditions and limitations.

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The location of the easement cannot be determined from record information.

9. An easement shown or dedicated on Parcel Map 89-218.

For: Scenic Preservation purposes and incidental purposes.

10. An irrevocable offer to dedicate for riding and hiking purposes in favor of Los Alisos Water District as dedicated on Parcel Map 89-218
said offer was accepted for public use by a resolution, executed by board of supervisors and recorded April 6, 1994 as Instrument No. 94-0238398 and April 8, 1994 as Instrument No. 94-0248194, both of Official Records.

11. An easement for underground electrical supply systems and communication systems and incidental purposes, recorded June 4, 1991 as Instrument No. 91-277708 of Official Records.

In Favor of: Southern California Edison Company, a corporation Affects: As described therein

12. An easement for pipelines, with metering, measuring, regulating and other equipment, for the transportation of gas, petroleum products and other substances, with the right of ingress and egress to and from the same and incidental purposes, recorded July 10, 1991 as Instrument No. 91-355245 of Official Records.

In Favor of: Southern California Gas Company, a corporation Affects: As described therein

13. The matters contained in that certain "Amended major thoroughfare and bridge fee program for foothill circulation phasing plan" as disclosed by Resolution No. 92-614 of the Board of Supervisors of Orange County, a certified copy of which was recorded June 2, 1992 as Instrument No. 92-369892 Of Official Records.

Reference is hereby made to said document for full particulars.

14. Matters contained in that certain document entitled "Amended and Restated Allen-Mc Collock Pipeline Sublease" executed by and between Municipal Water District of Orange County and Los Alisos Water District, recorded August 27, 1992 as Instrument No. 92-569777 of Official-Records.

15. An easement for water transmission and incidental purposes, recorded August 19, 1997 as Instrument No. 19970397278 of Official Records.

In Favor of: Metropolitan Water District of Southern California Affects: As described therein
The location of the easement cannot be determined from record information.

16. The terms and provisions contained in the document entitled "School Facilities Funding and Mitigation Agreement" recorded July 23, 2008 as Instrument No. 2008-352440 of Official Records.

The terms and provisions contained in the document entitled Assignment and Assumption of School Facilities Funding and Mitigation Agreement, executed by and between Irvine Ranch Water District, a California water district and Lennar Homes of California Inc., a California corporation, recorded September 1, 2017, as Instrument No. 2017000374693 of Official Records.

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17. The terms and provisions contained in the document entitled Development Agreement, executed by and between The City of Lake Forest and Irvine Ranch Water District, recorded October 2, 2008, as Instrument No. 2008-486878 of Official Records.

18. The terms and provisions contained in the document entitled "Fuel Modification and Temporary Easement Agreement", recorded November 13, 2012 as Instrument No. 2012000696251 of Official Records.

19. An easement for underground/buried water pipeline purposes and incidental purposes, recorded July 28, 2016 as Instrument No. 2016000345948 of Official Records. In Favor of: Trabuco Canyon Water District Affects: As described therein
The effect of a "Correction Easement Deed" recorded February 09, 2018 as Instrument No. 2018000046958

20. Easements, Covenants and Conditions contained in the deed from Irvine Ranch Water District, a California water district, as Grantor, to Lennar Homes of California Inc., a California corporation, as Grantee, recorded September 1, 2017 as Instrument No. 2017000374689 of Official Records. Reference being made to the document for full particulars, but deleting any covenant, condition, or restriction indicating a preference, limitation or discrimination based on race, color, religion, sex, sexual orientation, familial status, disability, handicap, national origin, genetic information, gender, gender identity, gender expression, source of income (as defined in California Government Code § 12955(p)) or ancestry, to the extent such covenants, conditions or restrictions violation 42 U.S.C. § 3604(c) or California Government Code § 12955. Lawful restrictions under state and federal law on the age of occupants in senior housing or housing for older persons shall not be construed as restrictions based on familial status.

21. The terms and provisions contained in the document entitled Grant of Temporary Access Easement, executed by and between Lennar Homes of California Inc., a California corporation and Irvine Ranch Water District, a California water district, recorded September 1, 2017, as Instrument No. 2017000374691 of Official Records.

22. The terms and provisions contained in the document entitled Easement Quitclaim Deed, executed by and between Irvine Ranch Water District a California water district and Lennar Homes of California, Inc., a California Corporation, recorded December 28, 2018, as Instrument No. Instrument No. 2018000483800 of Official Records.

23. The terms and provisions contained in the document entitled Grant of Temporary Access and Construction Easement, executed by and between Irvine Ranch Water District, a California water district and Lennar Homes of California Inc., a California corporation, recorded September 1, 2017, as Instrument No. 2017000374692 of Official Records.

24. Any facts, rights, interests or claims that may exist or arise by reason of the following matters disclosed by an ALTA/NSPS survey made by Hunsaker & Associates on August 22, 2017, designated Job Number not shown:

A) Concrete curbs cross a portion of the south boundary of the property. B) Unrecorded easement for access across a portion of the south boundary of the property as evidenced by an asphalt road crossing said boundary into the area depicted as Lot J on the above referenced survey.

25. The terms and provisions contained in the document entitled Civic Center Drive, executed by and between Irvine Ranch Water District a California water district and City of Lake Forest, a California municipal corporation, recorded March 6, 2018, as Instrument No. 2018000079566 of Official Records.

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26. The terms and provisions contained in the document entitled Secured Fire Protection Agreement, executed by and between Orange County Fire Authority a California Joint Powers Authority and Lennar Homes of California, Inc., recorded August 30, 2018, as Instrument No. 2018000319408 of Official Records.

27. An easement for right of way and incidental purposes, recorded January 3, 2019 as Instrument No. 2019000001451 of Official Records.

In Favor of: Southern California Edison Company, a corporation, its successors and assigns.

Affects: said land

28. The terms and provisions contained in the document entitled Subdivision Improvement Agreement for Completion of Public Improvements Tract No. 17331, executed by and between City of Lake Forest, a California municipal corporation and Lennar Homes of California, Inc., a California Corporation, recorded January 31, 2019, as Instrument No. 2019000032100 of Official Records.

29. An easement for pipelines, utilities, and access and incidental purposes, recorded November 5, 2020 as Instrument No. 2020000634451 of Official Records.

In Favor of: Irvine Ranch Water District a California water district Affects: said land

30. The terms and provisions contained in the document entitled Easement Agreement, executed by and between Irvine Ranch Water District a California water district and Lennar Homes of California, Inc., a California Corporation recorded November 16, 2020, as Instrument No. 2020000659613 of Official Records.

31. The terms and provisions contained in the document entitled Easement Agreement, executed by and between Irvine Ranch Water District a California water district and Lennar Homes of California, Inc., a California Corporation recorded November 16, 2020, as Instrument No. 2020000659614 of Official Records.

32. We find no open deeds of trust, and will require the Open Loans Affidavit form to be submitted for review prior to close.

33. Any facts, rights, interests, or claims which are not shown by the public records but which could be ascertained by an inspection of said land or by making inquiry of persons in possession thereof.

34. Any rights, interests, or claims of parties in possession of the land not shown by the public records.

35. With respect to Lennar Homes of California, Inc., a California Corporation:
a. A certificate of good standing of recent date issued by the Secretary of State of the corporation’s state of domicile.
b. A certified copy of a resolution of the Board of Directors authorizing the contemplated transaction and designating which corporate officers shall have the power to execute on behalf of the corporation. c. Other requirements which the Company may impose following its review of the material required herein and other information which the Company may require.
*********************END OF REPORT********************* Item: 9
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__________________________________________________________________________________________ ********************NOTES*********************

NOTICE OF RECORDING PROCEDURE
Pursuant to Cal. Revenue & Tax Code §480.3, all Deeds and other Documents that reflect a change in ownership must be accompanied by a Preliminary Change of Ownership Report to be completed by the transferee. If this special report is not presented at the time of recording, an additional recording fee of $20.00, as required by law, will be charged. Preliminary Change in Ownership forms, instructions on how to complete them, and a nonexclusive list of documents that are affected by this change, are available from the County Recorder's Office or the Office of the County Assessor.

Effective January 1, 2018, Cal. Government Code §27388.1 imposes an additional fee of $75.00 to be paid at the time of recording for every real estate instrument, paper, or notice required or permitted by law to record, except those expressly exempted from payment.

GOOD FUNDS LAW
Under Section 12413.1 of the California Insurance Code,Lennar Title, Inc. f/k/a CalAtlantic Title, Inc. may only make funds available for disbursement in accordance with the following rules:

Same day availability. Disbursement on the date of deposit is allowed only when funds are deposited to Lennar Title, Inc. f/k/a CalAtlantic Title, Inc.by Cash or Electronic Transfer (Wire). Cash will be accepted only under special circumstances and upon approval by management.

Next business day availability. If funds are deposited toLennar Title, Inc. f/k/a CalAtlantic Title, Inc.by cashier's checks, certified checks or teller's checks, disbursement may be on the next business day following deposit. A “teller's check” is one drawn by an insured financial institution against another insured financial institution (e.g., a savings and loan funding with a check drawn against a FDIC insured bank).

Second business day availability. If the deposit is made by checks other than those described in paragraphs 1 and 2 above, disbursement may occur on the day when funds must be made available to depositors under Federal Reserve Regulation CC. In most cases, these checks will be available on the second business day following deposit. (For further details, consult California Insurance Code Section 12413, et seq. and Regulation CC).

These are the minimum periods before funds will be made available. Lennar Title, Inc. f/k/a CalAtlantic Title, Inc. is not obligated to disburse funds at the expiration of the time periods above, and expressly reserves the right to require additional time before disbursing on deposited funds. Close of escrow and final disbursement will not be made based on deposits in the form of personal checks, corporate checks, credit union checks, money market checks, travelers checks and official checks until confirmation of final clearance of the funds.

Lennar Title, Inc. f/k/a CalAtlantic Title, Inc.will not be responsible for accruals of interest or other charges resulting from compliance with the disbursement restrictions imposed by state law.

Lennar Title, Inc. f/k/a CalAtlantic Title, Inc.charges for recording the transaction documents include charges for services performed by Lennar Title, Inc. f/k/a CalAtlantic Title, Inc., in addition to an estimate of payments to be made to governmental agencies.

Note: The policy to be issued may contain an arbitration clause. When the Amount of Insurance is less than the certain dollar amount set forth in any applicable arbitration clause, all arbitrable matters shall be arbitrated at the option of either the Company or the Insured as the exclusive remedy of the parties. If you desire to review the terms of the policy, including any arbitration clause that may be included, contact the office that issued this Commitment or Report to obtain a sample of the policy jacket for the policy that is to be issued in connection with your transaction.

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The map attached, if any, may or may not be a survey of the land depicted hereon.Lennar Title, Inc. f/k/a CalAtlantic Title, Inc. expressly disclaims any liability for loss or damage which may result from reliance on this map except to the extent coverage for such loss or damage is expressly provided by the terms and provisions of the title insurance policy, if any, to which this map is attached.

Additional Notes:

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AFFILIATED BUSINESS ARRANGEMENT DISCLOSURE
Referring Party: Lennar Title, Inc., CalAtlantic Title, Inc., Lennar Title, LLC, or Lennar Closing Services, Inc., as applicable (“Lennar Title”)
This is to give notice that Lennar Title has a business relationship with North American Title Insurance Company (“NATIC”) and Lennar Insurance Agency, LLC (“LIA”) because Lennar Title’s parent, Lennar Title Group, LLC (“LTG”), has an indirect 20% ownership interest in NATIC’s parent company and an 80% ownership interest in LIA. Because of this relationship, this referral of services may provide Lennar Titlea financial or other benefit.

Set forth below are the estimated charges or range of charges for the settlement services provided by NATIC and LIA. You are NOT required to use NATIC or LIA as a condition for closing your transaction and obtaining insurance.

THERE ARE FREQUENTLY OTHER SETTLEMENT SERVICE PROVIDERS AVAILABLE WITH SIMILAR SERVICES. YOU ARE FREE TO SHOP AROUND TO DETERMINE THAT YOU ARE RECEIVING THE BEST SERVICES AND THE BEST RATE FOR THESE SERVICES.

Title Insurance Fees
Lennar Title provides closing services and title insurance through numerous title insurance underwriters, one of which is NATIC. If NATIC is selected as the title insurer, the following fees apply:
10% - 40% of costs for lender’s and/or owner’s title insurance, as applicable, depending on the property state, and as shown on the Loan Estimate and/or Closing Disclosure provided by your lender.

Contact your local CAT representative for a more detailed title insurance quote based on your specific transaction.

Insurance
Lennar Insurance Agency, LLC (LIA) is an insurance agent that provides, among other products, homeowner’s/hazard and flood insurance. Set forth below are the estimated range of charges by LIA for the settlement services listed.

Description of Settlement Service Range of Charges - Annual Premium Homeowner’s/Hazard Insurance 0.2% - 2.5% of purchase price amount Flood Insurance 0.1% - 0.5% of purchase price amount
NOTE: The above premium ranges for homeowner’s/hazard and flood insurance are from LIA. If enhancements to the standard policy such as increased limits, scheduled articles, and/or earthquake coverage are required, the premium may increase. Actual quote and acceptance by LIA is subject to LIA’s application of their underwriting guidelines, including but not limited to verification of your credit score and previous loss history. Of course, the cost of your insurance may vary due to many factors including, without limitation, the size, location and cost of your home.

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ACKNOWLEDGMENT
I/we have read this disclosure form, and understand that Lennar Title is referring me/us to purchase the above-described settlement service and may receive a financial or other benefit as the result of this referral.

Buyer/Borrower:

Date:

Seller:

Date:

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LENNAR TITLE, INC. F/K/A CALATLANTIC TITLE, INC.
675 Placentia Avenue, Suite 225
Brea, CA 92821
Office Phone: (949)404-2500
Office Fax: (714)667-0338
Attention:

Your Ref:

Our Order No.: 192002-001219

LENDERS SUPPLEMENTAL REPORT
Dated as of March 11, 2021 at 07:30 AM.

Title Officer: Randy Dean
The above numbered report (including any supplements or amendments thereto) is hereby modified and/or supplemented in order to reflect the following additional items relating to the issuance of an American Land Title Association loan form policy of Title Insurance:

Our ALTA Loan Policy, when issued, will contain ALTA 9-06, ALTA 8.2-08 and ALTA 22-06 There is located on said land a Unimproved
Known as: Serrano Summit, Lake Forest, CA
City of Lake Forest
County of OrangeState of California.

NOTE: According to the public records, there have been no Deeds conveying the land described herein within a period of 24 months prior to the date of this Report, except as follows: none Item: 9
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Prelim (CA/NV) Page 13 192002-001219
Privacy Notice Rev. December 2020
Lennar Title Group Family of Companies
FACTS WHAT DOES LENNAR TITLE GROUP, LLC FAMILY OF COMPANIES (“LTG”) DO WITH YOUR PERSONAL INFORMATION?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What? The types of personal information we collect and share depend on the product or service you have with us. This information can include:
 Social Security number and income
 Transaction history and payment history
 Purchase history and account balances
When you are no longer our customer, we continue to share your information as described in this notice.

How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons LTG chooses to share, and whether you can limit this sharing.

Reasons we can share your personal information Does LTG share?
Can you limit this
sharing?
For our everyday business purposes –
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes No
For our marketing purposes –
to offer our products and services to you
Yes No
For joint marketing with other financial companies No We don’t share For our affiliates’ everyday business purposes –
information about your transactions and experiences
Yes No
For our affiliates’ everyday business purposes –
information about your creditworthiness
No We don’t share
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you No We don’t share
To limit our sharing  Send an email with your name, property address, and/or file # to [email protected]
 Mail the form below
Questions? Call 1 (844) 654-5408 or go to https://www.lennartitle.com --------------------------------------------------------------------------------------------------------------------------------------- Mail-in Form
If you have a joint account,
your choice(s) will apply to
everyone on your account
unless you mark below.
Apply my choices only to
me.

Mark any/all you want to limit:
Do not allow your affiliates to use my personal information to market to me.

Name
Address
City, State, Zip
Account #
Mail To: Lennar Title Group, LLC Family of Companies
ATTN: Corporate Counsel
730 Northwest 107 th Avenue, Suite 400
Miami, FL 33172
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Page 2 ends

Lake Forest City CouncilMarch 7, 2023

Lake Forest City Council
March 7, 2023