Agenda packet — Lake Forest City Council, June 20, 2023 (part 3 of 3)

HESBY WAY MIDCREST DR NW/

BIG TIMBER ST

SYCAMORE GLEN DR N/

PALMEK CIR

CUL DE SAC

SILVER BAY DR

VIA CORONA

MALABAR ROAD

CUL D/SC TO CUL D/SC

CUL DE SAC

DOGWOOD

SNAPDRAGON

JAGGER ST
184 6,072 A - AC

HICKORY HILLS AVENUE

HIGHLAND VIEW LANE

HIGHPINE ROAD

HIGHRIDGE WAY

HILLSFORD PLACE

HILLSIDE COURT

HOI CIRCLE
A
G
B
G
G
E
525 17,325
29,238
39,204
59,015
56,943
24,150
13,593
4,116
A - AC
886 A - AC
1,188
1,595
1,539
1,050
591
A - AC

SYCAMORE GLEN DR

VIA CORONA

ALISO PARK DR

VISTA ESTATE DR

KATHY AVE N/

GOLDENROD

MORNING GLORY

EL ROND LN
A - AC
A - AC

O - AC/AC

A - ACE
A
D
D
A
D
G
A
E
98 O - AC/AC
A - ACHOLLYHOCK 396 13,068
12,243
26,344
29,832
53,058
42,476
11,385
24,360
33,425
11,800
12,025
18,810
16,502
105,487
66,700
3,852

HONEYSUCKLE

HURST DRIVE
371 A - AC
712 A - AC

HYACINTH CUL DE SAC CUL DE SAC

DEFINITION

CUL DE SAC

HICKORY HILLS
END
904 A - AC
ICON ELLIPSE 1,434
1,148
345
A - AC

ISLAMARE LANE

IVES WAY

OVERLAKE DR

PITTSFORD DR W/

DYLAN AVE
A - AC
A - AC

JAGGER STREET

JAMES BAY CIRCLE

JARROW LANE

JASMINE
A
A
D
A
D
G
G
C
696 O - AC/AC
A - ACDYLAN AVE 955

ATLANTIC OCEAN DRIVE

CASEY RD
295 A - AC

CRESCENT RD

SAVANNAH
325 A - AC
ECLIPSE 570 A - AC

JASPER HILL ROAD

JERONIMO LANE

JERONIMO LN

JOHNSTONE DRIVE

JONATHAN AVENUE

JUBILO PLACE

JUNIPER

WILLOW BROOK LN

HARVEST VIEW

BAKE LN

RED BLUFF DR

RED BLUFF
446 O - AC/AC

O - AC/AC

O - AC/AC
A - AC
2,851
2,900
2,742
863

CUL DE SAC

JERONIMO RD

ELMCREST WY

DEBRA ST

JERONIMO LN

CHARFORD WY

TAMA DR
4,107 A - AC
E
C
C
D
B
B
E
1,152
213
38,016
7,029
A - AC
A - AC

MAZA CT ROMERA PL
BERNA
915 30,195
15,279
35,892
6,660
A - AC
BRANT 463 A - AC

JUTEWOOD PLACE

KARI BROOK

EL TORO RD EL GATO WY

CUL DE SAC

CLEAN BROOK

HEIDI AVE
997 O - AC/AC

O - AC/AC

O - AC/AC
A - AC
GUINEA ST 180

SUNLIGHT CREEK

SANDRA ST
699 22,368
24,486
20,559
29,007
6,875

KATHY AVENUE

KENMARE DRIVE

KENSINGTON LANE

KERRY COURT

KILLARNEY DRIVE

KILLY STREET
A
D
E
742

DONEGAL LN

SOMMERSET LN

WICKLOW LN N/

WICKLOW LN

TOLEDO WY

GALWAY DR

PEMBROKE LN

CUL DE SAC

TIPPERARY LN

BLOSSOM PARK ST

CUL DE SAC

DONEGAL LN

PITTSFORD DR

PIZARRO RD

CUL DE SAC E/ROMANO

CUL DE SAC
623
879 A - AC
D
D
C
A
D
D
C
F
125 A - AC
266 8,778 A - AC
1,089
246
40,293
8,118
A - AC

KINGSLEY STREET

KINSALE DRIVE

KIRKWALL LN

LA BRISA ROAD

LA PERLA

RALEIGH ST A - AC
GALWAY DR 761 25,113
32,043
8,547
A - AC
DUNDEE DR 971 A - AC

CAMPO ROJO

CUL DE SAC W/PANDALE

MALABAR ROAD
259 A - AC
2,074
115
68,442
2,990

O - AC/AC

A - ACLA QUINTA WAY G
page 10 of 21
Item: 15
552

Local - Appendix B Street Inventory - Current Condition City of Lake Forest, CA Section Description Section Attributes
Length of Width of
Segment Segment Pavement
StreetID Section ID Street Name

LA ROSA DRIVE

LA SOLITA
Begin Street End Street

CUL DE SAC

MUIRLANDS BLVD

RATON DR
Area ID
B
(ft)
371
(ft)
33 32
33 23
33 33
23 60
60 36
37 37
45 33
32 33
33 33
33 33
31 33
33 33
33 33
33 33
33 33
37 33
33 33
41 33
33 24
33 33
33 33
36 37
33 36
37 25
Area (sqft)
12,243
16,800
24,915
14,122
13,200
26,202
34,270
24,000
93,720
37,692
17,131
19,906
42,660
50,358
41,888
17,391
13,596
36,927
17,160
12,342
17,143
49,929
57,387
9,867
Class Surface Type
A - AC
Current PCI Last PCI Update
C040372
C040372
C040373
C040374
C040374
C040374
C040375
C040376
C040376
C040377
C040378
C040379
C040380
C040381
C040381
C040758
C040382
C040383
C040759
C040384
C040760
C040385
C040385
C040386
C040761
C040761
C040387
C040388
C040762
C040389
C040390
C040763
C040763
C040391
C040392
C040393
C040394
C040395
C040396
C040397
C040398
C040399
C040402
C040403
C040404
C040404
C040405
C040406
15382
15383
15414
15393
15394
16690
15411
16571
23970
15445
15447
15448
15455
15463
15464
25117
15468
15473
25118
15475
25119
15479
16595
15503
25120
25121
15504
15505
25122
16699
15537
25123
25124
15541
16693
15557
15559
15578
15174
15584
15587
15608
15652
15667
15670
15671
24138
15689

PENFIELD ST

ARROWOOD ST

LA PERLA NE/

JUTEWOOD PL

CORTA CRESTA DR

RATON DR
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)
89 66
94 92
72 69
49 50
45 85
93 69
80 76
86 90
94 85
93 81
87 87
83 70
90 90
82 93
90 83
65 93
93 91
84 79
84 45
92 85
94 59
93 83
88 81
94 54
7/18/2022
7/18/2022
7/16/2022
7/19/2022
7/19/2022
7/19/2022
7/18/2022
7/18/2022
7/18/2022
7/19/2022
7/19/2022
7/19/2022
7/18/2022
7/18/2022
7/18/2022
7/17/2022
7/20/2022
7/20/2022
7/17/2022
7/18/2022
7/17/2022
7/18/2022
7/18/2022
7/19/2022
7/17/2022
7/17/2022
7/20/2022
7/20/2022
7/17/2022
7/20/2022
7/18/2022
7/17/2022
7/17/2022
7/20/2022
7/16/2022
7/18/2022
7/19/2022
7/16/2022
7/16/2022
7/19/2022
7/20/2022
7/19/2022
7/19/2022
7/18/2022
7/19/2022
7/19/2022
7/16/2022
7/20/2022
B 525 A - AC
F 755 O - AC/AC

O - AC/AC
A - AC

LA VACA STREET

LAKE CENTER DR

LAKE FOREST DRIVE

LAKE VISTA DRIVE

LAKEFIELD STREET

LAKELAND AVENUE

LAMBERT STREET

LANDISVIEW AVENUE

LANTANA
B 614
B 400

CALLE EL TORO GRANDE

CUL DE SAC

BAKE PKWY

PAULING
B 794 A - AC

MERCURY RD

PAULING
A
F
1,490
400
A - AC
A - AC

PORTOLA PKWY

SERRANO RD

TOLEDO WY
F 1,562
1,047
463
A - AC

CUL DE SAC

LAKELAND AVE

CUL DE SAC

ASPAN ST

C A - AC

LAKEFIELD ST N & S/

LAKE FOREST DR

BRIDGER RD
C 538 A - AC
A
B
948 A - AC

BELGREEN PL

CUL DE SAC
POPPY
1,526
1,309
527
A - AC

BELGREEN PL

WILD ROSE

B O - AC/AC

A - ACD
C
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local

LANTERN LANE

LARCHMONT DRIVE
LARK

CHAPARRAL LN

VALLEYMONT RD
BRANT

HAZELNUT LN

COACHMAN WY
BERNA
412 O - AC/AC

O - AC/AC
A - AC
E 1,119
520D
A
D
B

LARKIN STREET

LARKSPUR

OSWEGO ST CUL DE SAC

GOLDENROD

ROCKFIELD BLVD

CUL DE SAC

MONARCH
374 O - AC/AC

A - ACCOMMERCENTRE

ANKERTON DR

ROCKFIELD BLVD

DUNEMEAR RD
LILAC
553

LARKWOOD LANE

LAULHERE PLACE
LAUREL
1,513
1,739
299

O - AC/AC

A - ACB

B A - AC
D
D
B
703 23,199
56,958
12,672
11,253
38,478
5,082
A - AC
LAUREL MONARCH JASMINE 1,726
384
A - AC

LAUREL GROVE CIRCLE

LAUREL WOOD STREET

LAVENDER

FARTHING ST

JERONIMO RD

SUNRISE

GREENBAY DR

WILLOW WOOD ST

SUNRISE

O - AC/AC
A - ACC 341
D
E
1,166
154
A - AC

LEXINGTON CIRCLE

LIDO LANE

KENSINGTON LN

CARMEL DR

CUL DE SAC

CRESCENT RD
LAUREL

O - AC/AC

A - ACA
D
D
D
D
A
E
453 16,761
13,959
10,890
6,501
LILAC CUL DE SAC 423 A - AC
LILAC LAUREL PLUMERIA 330 A - AC

LIMERICK LN STERLING DR

DIMENSION DR S/

PANDORA ST

LORRI DR

KINSALE DR

CUL DE SAC

DYLAN AVE
197 A - AC
LINEAR LANE 630 25,830
8,019

O - AC/AC

A - ACLIPTON STREET

LITTLE DRIVE
243
SALLY DR 443 14,619
3,792

O - AC/AC

O - AC/AC
A - AC

LIVE OAK CANYON ROAD

LIVE OAK CIRCLE

LOBO DRIVE
158'SE/ EL TORO RD

CUL DE SAC

EL CABALLO ST

LANTERN LN

LITTLE DR
G
G
B
158

SLEEPING OAK DR SW/

LA VACA ST
338 11,154
21,318
15,807
14,718
4,860
646 O - AC/AC

O - AC/AC

O - AC/AC
A - AC

LOGANBERRY LANE

LORRI DRIVE
PEWTER LN C 479
ELOISE DR E 446

LOS ANDES STREET

LOTUS LANE

JUTEWOOD PL

CRESCENT RD

MUIRLANDS BLVD

BLACKFOOT DR

TORINO DRIVE

MIDCREST DR E/

CUL DE SAC

DUBLIN ST
B 135
A
B
243 8,991

LOUMONT DRIVE

LUNETTE AVENUE

LYRIC WAY

CORTA CRESTA DR

CALLE EL TORO GRANDE

ESTERNAY DRIVE

CUL DE SAC
226 7,458
B 1,089
1,168
213
39,204
43,216
5,325
A - AC

F O - AC/AC

A - ACE
page 11 of 21
Item: 15
553

Local - Appendix B Street Inventory - Current Condition City of Lake Forest, CA Section Description Section Attributes
Length of Width of
Segment Segment Pavement
StreetID Section ID Street Name

MACATERA
Begin Street End Street

HELIOTROPE

CUL DE SAC

HELIOTROPE

WILD ROSE

CUL DE SAC

HIGHRIDGE
ALTON PKWY.

WINDING WY

CUL DE SAC
PERA
Area ID
D
A
D
D
D
G
F
(ft)
274
(ft)
33 33
33 28
33 37
37 33
32 33
27 27
27 33
60 33
33 33
33 33
43 33
37 33
33 41
36 23
37 37
36 37
36 37
33 33
33 33
33 38
36 37
33 37
37 37
33 37
Area (sqft)
9,042
Class Surface Type
A - AC
Current PCI Last PCI Update
C040764
C040407
C040765
C040766
C040408
C040409
C040410
C040411
C040412
C040767
C040768
C040768
C040769
C040769
C040413
C040414
C040415
C040416
C040417
C040418
C040419
C040420
C040421
C040422
C040423
C040424
C040425
C040426
C040427
C040427
C040428
C040429
C040430
C040431
C040432
C040433
C040434
C040435
C040436
C040725
C040725
C040437
C040438
C040439
C040440
C040441
C040442
C040443
25125
15709
25126
25127
15720
24139
16645
15730
15731
25128
25129
25130
25131
25132
23971
24140
15825
15827
16658
15832
15840
15844
15849
15214
15218
15854
15856
15883
15191
15893
15897
15896
15901
16643
15906
15261
15952
15925
15142
25723
25725
15938
24146
24147
15947
15948
15181
24148
LAUREL

KATHY AVE
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)
93 67
83 56
80 89
93 94
82 92
88 81
90 90
46 93
94 80
93 59
79 87
83 79
83 79
81 49
76 65
92 86
51 93
94 67
87 66
93 84
83 80
93 93
85 86
94 91
7/17/2022
7/19/2022
7/17/2022
7/17/2022
7/20/2022
7/16/2022
7/16/2022
7/19/2022
7/19/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/16/2022
7/19/2022
7/18/2022
7/16/2022
7/19/2022
7/20/2022
7/18/2022
7/20/2022
7/20/2022
7/20/2022
7/18/2022
7/18/2022
7/18/2022
7/20/2022
7/20/2022
7/20/2022
7/16/2022
7/19/2022
7/16/2022
7/20/2022
7/20/2022
7/16/2022
7/19/2022
7/16/2022
7/17/2022
7/17/2022
7/20/2022
7/16/2022
7/16/2022
7/20/2022
7/20/2022
7/16/2022
7/16/2022
MAE CIRCLE 299 9,867 A - AC
MAGNOLIA LAUREL 188 6,204 A - AC
MAHOGANY DIMENSION 227 6,356 A - AC
MAJORCA SHARMILA 200 6,600 O - AC/AC

A - ACMALABAR ROAD

MALLORCA

SADDLEBACK RANCH ROAD

BELLVISTA
2,192
3,215
1,358
1,352
797
81,104
118,955
44,814
43,264
26,301
4,968

O - AC/AC

O - AC/AC
A - AC

MAMMOTH CIRCLE

MANALASTAS DRIVE

MANZANILLO

CHASTER RD C

TRABUCO RD
CASSIN
E
D
D
D
D
D
D
F
A - AC

MARIGOLD BELLFLOWER

MONARCH
MONARCH 184 A - AC
MARIGOLD COOPER 241 6,507 A - AC
MARIPOSA SORREL CATALINA 190 5,130 A - AC

MARIPOSA CATALINA CUL DE SAC

PORTOLA PKWY

CUL DE SAC

PALMEK CIR

CUL DE SAC

DOWLAND DR

PITTSFORD
755 24,915
44,280
31,845
23,925
9,735
A - AC

MARKET PLACE

MARSIELLE WAY

MARYLHURST COURT

MARYVINE STREET

MASSIER LANE

MAURICE COURT

MAZA COURT

TOWNE CENTRE DR

BEAULIEU LANE

AWLSBURY CT N & S/

ANKERTON DR

ENFILDE AVENUE

LORRI DR
738 A - AC
965 A - AC
C 725 O - AC/AC
A - ACB 295
F 1,001
312
33,033
10,296
5,074
A - AC

E O - AC/AC

A - ACCAMPO ROJO

CAVANAUGH RD

DUNDEE DR
C 118

MC COY ROAD

MC INTOSH LANE

MC KENNA COURT

MC NATT COURT

MC WHORTER WAY

MEADOWBROOK CIRCLE

MERCURY ROAD

MIDCREST DRIVE

MILES AVENUE

MILLWOOD ROAD

MIMI LANE
B 1,289
850
42,537
31,450
7,029

O - AC/AC

O - AC/AC
A - AC
D
D
D
A
B

MC INTOSH LN NW/

MC INTOSH CT NW/

SHANNON CIR

EL ROND LN NE/

ROCKFIELD BLVD

DANBY WY

CUL DE SAC

ASPAN ST
213
217 7,161
318 13,038
4,356CUL DE SAC

LAKE CENTER DR

ALISO PARK

DANBY WY
121
A
E
597 13,731
52,318
96,866
32,940
48,914
5,076
A - AC
1,414
2,618
915
A - AC

PITTSFORD DR

JERONIMO RD NE/

SADDLEBACK RANCH

ANGELA ST

E A - AC

CUL DE SAC

HARVEST VIEW LN

JERONIMO RD
PALOMA

C A - AC
G
A
F
1,322
141
A - AC
A - AC
MIMOSA BELLVISTA 410 15,170
16,236
28,248
23,397
10,494
20,460
24,776
101,520
29,267
61,809
8,991

O - AC/AC

O - AC/AC
A - AC

MINA COURT CHERRY AVE CUL DE SAC

CUL DE SAC

CUL DE SAC
ALTON
C 492
MIRALINDA MONTERRA E 856

MISTY RIDGE LANE

MOCKINGBIRD PLACE

MODJESKA PEAK LANE

MONARCH BLVD

MONISHA

GLENN RANCH WY

PHEASANT ST

SHADOW OAK DR
LAUREL
G
A
G
D
D
D
F
709 A - AC
318 A - AC
620 A - AC
652 A - AC

ALTON PKWY

SHARMILA

DIMENSION DR

CUL DE SAC

CUL DE SACS

RUE DE VALORE
N CDS
2,820
791
A - AC
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local

O - AC/AC

A - ACMONSERRAT AVENUE

MONTAUBAN LANE

MONTBURY DRIVE

MONTCLIFF DRIVE

MONTECILO

ALETTE WAY N & S

AVIGNON AVENUE

NORTHCREST

EL TORO RD
1,873
243F A - AC
E 3,310
1,034
1,614
574
122,470
38,258
53,262
21,238

O - AC/AC

A - ACRIMHURST DR

CUL DE SACS

MONSERRAT AVENUE
E

SAN ANGELO E/ & W/

ESTERNAY DRIVE

F O - AC/AC

A - ACMONTEE AVENUE F
page 12 of 21
Item: 15
554

Local - Appendix B Street Inventory - Current Condition City of Lake Forest, CA Section Description Section Attributes
Length of Width of
Segment Segment Pavement
StreetID Section ID Street Name

MONTERRA
Begin Street End Street

MIRALINDA

CUL DE SAC

BOEING LN
Area ID (ft)
568
(ft)
33 33
33 33
33 33
31 33
37 36
40 38
33 37
33 33
37 36
23 33
40 40
40 37
37 33
37 33
33 33
40 15
38 60
34 34
41 33
35 36
36 40
40 33
33 40
39 33
Area (sqft)
18,744
10,824
11,913
27,918
34,221
47,322
3,565
Class Surface Type
A - AC
Current PCI Last PCI Update
C040444
C040444
C040445
C040446
C040770
C040447
C040448
C040449
C040451
C040451
C040452
C040453
C040454
C040455
C040456
C040457
C040458
C040458
C040458
C040459
C040460
C040460
C040461
C040462
C040462
C040463
C040464
C040465
C040465
C040771
C040466
C040467
C050001
C040468
C040468
C040469
C040470
C040471
C040472
C040473
C040473
C040474
C040474
C040475
C040476
C040477
C040478
C040479
15260
15261
15221
15968
25133
15972
16013
15954
16034
16035
16038
16074
16700
16097
16696
16133
15166
16136
16137
16139
23172
23173
25081
16179
16180
15964
15413
16637
16638
25234
15110
16191
10000
16228
16229
16249
25497
16291
16487
16293
16294
16305
16306
16309
16697
16328
24153
16348

OSTERMAN RD/S

MIRALINDA
E
E
R - Residential/Local
L - Local (7)
83 65
94 81
51 79
68 93
84 61
69 88
81 92
81 81
72 82
78 89
76 85
70 85
62 94
89 65
80 50
80 82
93 71
78 81
85 69
87 81
80 72
73 94
76 78
93 82
7/20/2022
7/20/2022
7/16/2022
7/20/2022
7/17/2022
7/20/2022
7/20/2022
7/16/2022
7/18/2022
7/18/2022
7/18/2022
7/20/2022
7/20/2022
7/16/2022
7/20/2022
7/18/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/17/2022
7/17/2022
7/17/2022
7/20/2022
7/20/2022
7/16/2022
7/16/2022
7/20/2022
7/20/2022
7/17/2022
7/17/2022
7/19/2022
7/16/2022
7/19/2022
7/19/2022
7/20/2022
7/16/2022
7/19/2022
7/20/2022
7/18/2022
7/18/2022
7/19/2022
7/19/2022
7/19/2022
7/20/2022
7/19/2022
7/16/2022
7/18/2022
MONTERRA 328 A - AC
MORELLA PALOMA S/ F 361 R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)

O - AC/AC

A - ACMORESBY WAY IVES WY NW/
CLOVER
E 846

MORNING GLORY

MORNINGSTAR ROAD

MOUNTAIN GLEN CIRCLE

MOUNTAIN VIEW LANE

MULLIN ROAD
D
E
1,037
1,434
115
A - AC

RIMROCK CIR A - AC

GLENMEADOWS DR

SHADOW OAK DR

CRESCENT RD

BOEING LN

E A - AC
G
A
A
A
E
453 14,949
33,744
20,088
44,880
4,864
A - AC
912 A - AC
MULLIN ROAD TEED ST 558 A - AC

MURIN ISLE LANE

NEW BEDFORD DRIVE

NEWHALL LANE

NEWVALE DRIVE

NIGHTENGALE COURT

NOLAN STREET

MUIRLANDS BLVD

AUDUBON WY

BARCLAY LN

CUL DE SAC

VINTAGE WY

REGENCY LN

RIMGATE DR

CUL DE SAC

BARCLAY LN

VINTAGE WY

EL TORO RD

CUL DE SAC

EMPIRE DR
1,122
128
A - AC
A - AC
E 449 14,817
28,416
6,501
A - AC

LAKE FOREST DR

SKYLARK DR E/

OSWEGO ST
E 768 O - AC/AC

A - ACD
A
E
197
367 12,111
65,564
15,480
35,650
20,031
9,600

O - AC/AC

A - ACNORMANDALE DRIVE

NORMANDALE DRIVE

NORTH HAMPTON WAY

NORTH POINTE DRIVE

NORTH SEA CIRCLE

NORTHCREST DRIVE

OAKVIEW LANE

OSTERMAN RD

EL TORO RD
1,772
430E A - AC
BARCLAY LN E 1,550
607
A - AC

CRANBROOKE DR

BAKE PKWY

E A - AC
D
D
D
E
240 A - AC

BAKE PKWY SPECTRUM POINTE DR
END
387 15,480
15,880
14,948
48,803
22,077
10,434
24,915
46,002
11,682
11,040
1,680
A - AC

ATLANTIC OCEAN

MONTBURY DR

MIDCREST DR

SYCAMORE GLEN DR

ALTON PKWY
397 A - AC

EL TORO RD

MONTBURY DR

CUL DE SAC
BLANCO
404 O - AC/AC

O - AC/AC

O - AC/AC
A - AC
E 1,319
669G
FODESSA 282

OLD TRABUCO ROAD

OLEANDER

LAKE FOREST DR N/

LAKE FOREST DR S/

GARDENIA

N CDS D
E
755 A - AC
S CDS 1,394
354
A - AC

CUL DE SAC

FRONT ST
D
D
B
A - AC

OLEN DRIVE SPECTRUM POINTE DR

FRONT ST
276 A - AC
OLIVE AVENUE 112 A - AC

OLYMPUS CIVIC CENTER DR

MUIRLANDS BLVD

FRONT ST

SERRANO SUMMIT DR

WHISLER DR

JERONIMO RD

CUL DE SAC

BAKE PKWY

RESPIT RD
1,235
1,214
984
36,746
72,840
33,456
62,900
59,204
38,544
145,250
17,820
38,016
34,640
102,640
39,072
11,484
30,200
5,382
A - AC

ORANGE AVENUE

ORCHARD RIM LANE

ORCHARD ROAD

OSPREY STREET
B
B
D
D
B
E
A - AC
A - AC
TREELINE LN 1,850
1,444
1,168
4,150
495
A - AC

RANCHO PKWY SOUTH

CAVANAUGH RD NW/

REGENCY LN
A - AC
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
A - AC

OSTERMAN ROAD

OSWEGO STREET

OVERLAKE DRIVE

OWENS LAKE CIRCLE

OWL COURT

PITTSFORD DR

NOLAN ST

O - AC/AC

O - AC/AC
A - AC

ASPAN ST A
A
A
A
C
D
B
F

NOLAN ST MUIRLANDS BLVD

ISLAMARE LN

LAKE FOREST DR

SHASTA LAKE RD

CUL DE SAC

BENDRICON LN

CUL DE SAC

PENFIELD ST
1,056
866RIDGE ROUTE DR
ISLAMARE LN 2,566
1,184
348

O - AC/AC

O - AC/AC
A - AC

PINE FLAT CIR

SKYLARK DR SE/

RAYMOND WY

CAMARIN STREET

HIGHPINE RD
PACKER PLACE 755 O - AC/AC

A - ACPALLAZO CIRCLE

PALMEK CIRCLE
138
B 1,030 33,990 A - AC
page 13 of 21
Item: 15
555

Local - Appendix B Street Inventory - Current Condition City of Lake Forest, CA Section Description Section Attributes
Length of Width of
Segment Segment Pavement
StreetID Section ID Street Name

PALMEK CIRCLE

PALMWOOD
Begin Street End Street

CUL DE SAC
Area ID (ft)
394
(ft)
36 33
23 37
36 48
40 33
33 37
33 33
33 33
33 37
34 30
37 32
37 37
33 32
33 37
39 33
36 36
36 36
36 32
32 33
32 33
40 59
60 23
23 23
37 32
33 37
Area (sqft)
14,184
68,310
27,163
139,231
20,520
40,608
4,600
Class Surface Type
A - AC
Current PCI Last PCI Update
C040479
C040480
C040480
C040481
C040481
C040481
C040482
C040483
C040484
C040485
C040486
C040487
C040488
C040489
C040490
C040491
C040492
C040493
C040494
C040495
C040496
C040497
C040498
C040498
C040499
C040500
C040501
C040502
C040503
C040504
C040504
C040504
C040505
C040505
C040505
C040506
C040507
C040508
C040509
C040510
C040510
C040510
C040510
C040510
C040511
C040512
C040513
C040514
16349
16351
16352
15471
16000
24152
16362
15229
16364
16375
16377
25076
25077
24156
16698
24157
16381
16382
23993
16387
16388
16389
15188
16445
16448
16449
16450
16453
16454
15187
16455
16456
15186
16457
16458
16459
16460
15185
16491
15000
16472
16473
16474
16475
16476
16482
16701
24159

ARROWOOD ST

PEACHWOOD NE/

AUTUMNWOOD

PORTOLA PKWY
ROMANO
B
D
D
F
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
84 72
80 88
93 73
93 94
68 80
83 92
71 93
81 93
93 52
43 84
81 90
64 93
50 69
59 48
89 68
65 67
81 93
59 88
89 94
84 81
74 82
80 24
67 92
72 91
7/18/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/20/2022
7/16/2022
7/18/2022
7/18/2022
7/20/2022
7/20/2022
7/20/2022
7/16/2022
7/20/2022
7/16/2022
7/20/2022
7/19/2022
7/16/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/16/2022
7/16/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
1/25/19

AUTUMNWOOD

PEACHWOOD
ROMANO
2,070
1,181
3,763
124
A - AC

PALMWOOD A - AC

PALOMA A - AC

PALOMA ENTRADA A - AC

PALOMA ANTIBES PORTOLA PARKWAY

CUL DE SAC
D
C
F
846 O - AC/AC
A - ACPANA COURT VISTA FUSCO 115
PANDALE LA PERLA N/ CUL DE SAC 476 15,708
8,019

O - AC/AC

A - ACPANDORA STREET

PARKHILL ROAD

PARKMONT CIRCLE

PARKRIDGE

LIPTON ST NE/

DEVONSHIRE DR

VINTAGE WY

CUL DE SAC A
B
E
243

GONDOR DR

CUL DE SAC
381 14,097
6,501
A - AC
197 A - AC
PARKSIDE END E 728 24,024
32,802
55,341
10,626
43,956
5,338
A - AC
PARKSIDE REGENCY END E 994 A - AC

PARRELL AVENUE

PARROT COURT

PARTERRE AVENUE

PARTIDO LANE

PARTRIDGE CIRCLE

PASCAL WAY

EVASE AVENUE N & S

SKYLARK DR E/

BAROQUE WAY

RIDGE ROUTE DR

ROBIN ST

CUL DE SACS

CUL DE SAC
F 1,677
322
A - AC
D
F
A - AC

CARILLON PLACE

COSTA BELLA DR

CUL DE SAC
1,188
157
A - AC
C
A
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
D
F

O - AC/AC

O - AC/AC
A - AC
118 3,540

DIMENSION DRIVE

PASEO OLMA
END 637 23,569
18,368
48,803
48,433
12,441
32,768
13,002
20,868
3,822

PASEO ABETO

PASEO ARBOLEDA

PASEO CIPRES

PASEO EQUESTRE

PASEO NOGAL

PASEO OLMA

AVENIDA AMAPOLA

CALLE SENDERO

PASEO TRANQUILO

CALLE OLIVIA

PASEO TRANQUILO

CUL DE SAC
574 A - AC

PASEO TRANQUILO

PASEO SOMBRA

PASEO TRANQUILO

PASEO VEREDA

PASEO CIPRES

TRABUCO RD
1,319
1,309
377

O - AC/AC

O - AC/AC
A - AC
1,024
394

O - AC/AC
A - AC

PASEO ABETO

CUL DE SAC
564 A - AC
PASEO PINO 98 O - AC/AC

O - AC/AC

O - AC/AC
A - AC

PASEO ROBLE

PASEO SOMBRA

PASEO TRANQUILO

PASEO VENDAVAL

PASEO VERDURA

PASEO VEREDA

PASTORA
CUL DE SAC 390 12,870
90,468
26,352
36,252
27,756
4,140

PASEO CIPRES

PASEO EQUESTRE

CALLE ARENAL

PASEO CIPRES

CUL DE SAC
2,513
732CALLE ARENAL
TRABUCO RD 1,007
771
A - AC

PASEO EQUESTRE

PASEO VENDAVAL S/

PASEO SOMBRA

AVENIDA NUBES

PASEO SOMBRA

SAN ANGELO SW/

PORTOLA PKWY

PALMWOOD
A - AC
115 O - AC/AC

O - AC/AC
A - AC

AVENIDA NUBES

PASEO TRANQUILO

CUL DE SAC
1,486
423
47,552
13,536
20,559
41,056
22,638
153,680
24,898
54,120
11,017
38,433
21,873
41,884
14,080
14,949
23,421
623 O - AC/AC

O - AC/AC

O - AC/AC
A - AC

PASEO EQUESTRE

CUL DE SAC
1,283
686

PAULING LAKE FOREST DR

TAMARISK
F 3,842
1,162
902

PEACHWOOD

PEACOCK STREET

PEBBLE CREEK

PEMBROKE LANE

PENDLETON ROAD
A - AC

TRABUCO RD PALMWOOD (S)

CALLE PRADERA

PALMWOOD (N)

CUL DE SAC
D
D
D
D
A
E
A - AC

PALMWOOD (S)

CALLE PRADERA

PALMWOOD (N)

CRANE ST
479 A - AC
1,671
951
A - AC
A - AC
ROBIN ST 1,132
440
A - AC 7/19/2022
7/20/2022
7/20/2022
7/16/2022

RIPPLING BROOK

KENSINGTON LN

SADDLEBACK RANCH ROAD

SUNLIGHT CREEK

REGENCY LN

HIGHRIDGE WAY

O - AC/AC
A - ACE 453
G 633 A - AC
page 14 of 21
Item: 15
556

Local - Appendix B Street Inventory - Current Condition City of Lake Forest, CA Section Description Section Attributes
Length of Width of
Segment Segment Pavement
StreetID Section ID Street Name Begin Street

LARKWOOD LN
LAUREL
End Street

SILVERBAY DR

HELIOTROPE

GOLDENROD

CHICORY
Area ID
B
(ft)
2,047
285
188
134
125
591
253
522
1,128
417
148
551
623
194
1,200
1,936
620
413
1,326
876
787
856
292
131
250
233
246
256
337
286
180
397
735
436
545
879
715
482
213
479
413
144
525
774
240
492
1,129
525
(ft)
33 33
33 33
33 33
33 36
37 37
37 33
37 33
37 37
37 37
37 37
33 33
33 37
33 32
36 33
33 25
33 36
40 33
33 25
37 33
33 33
33 37
33 36
23 37
37 34
Area (sqft)
67,551
9,405
Class Surface Type
A - AC
Current PCI Last PCI Update
C040515
C040772
C040773
C040774
C040774
C040516
C040517
C040518
C040518
C040518
C040519
C040520
C040521
C040775
C040522
C040522
C040522
C040522
C040522
C040522
C040523
C040523
C040524
C040525
C040776
C040526
C040527
C040777
C040777
C040777
C040529
C040530
C040531
C040778
C040532
C040533
C040534
C040535
C040536
C040537
C040538
C040541
C040542
C040543
C040543
C040543
C040544
C040545
16490
25235
25236
25237
25238
16505
16509
16510
16511
16512
24160
16524
16531
25239
15192
15193
15194
15222
16538
16539
16540
16541
16543
16551
25240
16562
16567
25241
25242
25243
16575
16586
25072
25244
15263
16620
16622
15520
22220
22232
22235
22256
22274
22276
22277
22278
22285
22305

PENFIELD ST & CDS

PENUMBRA
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
79 87
73 93
93 57
94 82
83 53
90 94
93 93
80 88
68 73
70 59
93 93
62 83
90 74
71 51
55 84
93 91
65 93
93 70
89 89
91 77
59 91
55 65
83 86
94 71
7/18/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/20/2022
7/20/2022
7/19/2022
7/19/2022
7/19/2022
7/16/2022
7/19/2022
7/20/2022
7/17/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/18/2022
7/20/2022
7/17/2022
7/20/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/20/2022
7/19/2022
7/16/2022
7/17/2022
7/16/2022
7/18/2022
7/20/2022
7/16/2022
7/20/2022
7/18/2022
7/19/2022
7/16/2022
7/19/2022
7/19/2022
7/19/2022
7/19/2022
7/16/2022
7/20/2022
D
D
D
D
E
A - AC
PEONY CUL DE SAC 6,204 A - AC

PERA MANZANILLO

CHICORY
4,422 A - AC
PERA SWIFT 4,125 A - AC

PERTH WAY BELLCROFT DR

LOGANBERRY LN

PEACOCK ST

FALCON ST

CUL DE SAC

HAZELNUT LN

FALCON ST
19,503
8,349
A - AC

PEWTER LANE

PHEASANT STREET

PIETRA PLACE

PINE FLAT CIRCLE

PINO LANE

C O - AC/AC

A - ACA
A
A
F
18,792
41,736
15,429
5,476

WREN WY A - AC

WREN WY CUL DE SAC

TOULON AVENUE

OWENS LAKE CIR

JUBILO PL
A - AC

RUE DE FORTUNA

CHASTER RD

EL TORO RD
A - AC
C 18,183
23,051
6,402

O - AC/AC

A - ACC

PINYON HERON FORSTER D
E
A - AC

PITTSFORD DRIVE

PIZARRO ROAD

PLAINVIEW CIRCLE

PLEASANT HILL ROAD

PLUMERIA

ELMCREST WY

CHARFORD WY

NORTHCREST DR

KIRKWALL LN

OSTERMAN RD

LAKE FOREST DR

COSTA BELLA DR

LA BRISA RD

JAGGER DT

OSTERMAN RD

ELMCREST WY

CHARFORD WY

MC INTOSH LN

LAKE FOREST DR

KIRKWALL LN

LA BRISA RD

ROMERA PL

CU DE SAC
44,400
71,632
22,940
15,281
49,062
32,412
25,971
28,248
9,636

O - AC/AC

O - AC/AC
A - AC
E
E
D

E O - AC/AC

A - ACD

C A - AC

C A - AC
A
E
A - AC

COACHMAN WY
LILAC

GLENMEADOWS DR
LAUREL
4,847 A - AC
D
E
8,250 A - AC

PONCHA SPRING

POPLARWOOD
POPPY

CURRANT CREEK

ELDERWOOD NW/
AGAVE

CRIPPLE CREEK

CUL DE SAC
257' N/AGAVE

LANTANA
7,456 O - AC/AC

O - AC/AC
A - AC
D
D
D
D
C
8,856
8,448
POPPY 257' N/AGAVE

LANTANA
11,121
7,150
A - AC

POPPY BLUE BELL A - AC

PRADO LANE ROMERA PL TOLEDO WY

REVERE RD
5,940 A - AC

PRINCETON WAY
PRISM

CHERRY AVE

DIMENSION
C 14,292
29,400
14,388
17,985
21,975
26,455
15,906
7,029

O - AC/AC

O - AC/AC
A - AC
END D
D
F

PROMINENCE

PUERTO NUEVO

QUAIL WAY

SAVANNAH ECLIPSE

CHEYENNE CALLE CABRILLO

CUL DE SAC

RIMGATE DR

CUL DE SAC

KINGSLEY ST

CUL DE SAC

WOODLAND WY

LA VACA ST

EL TORO RD

CUL DE SAC

JASPER HILL RD

CUL DE SAC
A - AC

WHITE DOVE DR

LAKE FOREST DR

RED BLUFF DR

RUMBLE DR

B A - AC

QUEENSBURY DRIVE

QUIET HILL LANE

RADA AVENUE

RALEIGH STREET

RAMJIT COURT

RANCHWOOD WAY

RATON DRIVE

RAYMOND WAY

RED BLUFF DRIVE

RED RIVER DRIVE

E O - AC/AC

A - ACG

C A - AC

ASPAN ST A
E
15,807
13,629
5,328

O - AC/AC

O - AC/AC
A - AC

MANALASTAS

SADDLEBACK RANCH RD

EL TORO RD
G
B 17,325
27,864
5,520
A - AC

PACKER PL B O - AC/AC

A - ACPACKER PL B

EL TORO RD SE/

FAWN RIDGE RD

TRABUCO RD
B 18,204
41,773
17,850
A - AC
G
E

O - AC/AC
A - AC
page 15 of 21
Item: 15
557

Local - Appendix B Street Inventory - Current Condition City of Lake Forest, CA Section Description Section Attributes
Length of Width of
Segment Segment Pavement
StreetID Section ID Street Name

RED ROBIN LANE

REDLEN STREET

REGAL WAY
Begin Street End Street

CUL DE SAC
Area ID (ft)
328
(ft)
33 36
37 30
37 37
41 37
36 37
37 28
36 40
40 40
37 36
36 37
59 32
37 36
31 37
36 37
33 37
33 33
33 33
37 32
56 30
37 37
32 37
33 23
40 60
60 33
Area (sqft)
10,824
16,524
28,046
47,730
57,054
44,918
11,685
43,956
31,536
35,927
36,186
23,604
5,472
Class Surface Type
A - AC
Current PCI Last PCI Update
C040546
C040547
C040548
C040549
C040549
C040549
C040550
C040551
C040552
C040553
C040554
C040555
C040557
C040557
C040557
C040557
C040558
C040559
C040559
C040560
C040561
C040562
C040563
C040564
C040565
C040566
C040567
C040568
C040569
C040570
C040571
C040571
C040571
C040572
C040573
C040574
C040575
C040575
C040575
C040575
C040576
C040576
C040577
C040578
C040579
C040579
C040579
C040779
22306
22304
22312
22314
22315
22316
22321
22323
22324
22330
22332
25071
24000
22367
22369
22370
22370
22371
22372
24164
22373
22375
22380
22388
22396
22400
22423
22432
22434
22442
22446
22447
22448
22462
24166
22477
24167
24168
24169
24170
22484
22486
22487
22491
22513
23973
25485
24245

GOWDY AVE

DUNE MEAR RD

RIMGATE DR N/

LAKE FOREST DR

OSTERMAN RD

PEMBROKE LN

SHANNON CIR

EL ROND LN
B
B
E
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)
82 83
84 82
85 75
71 79
91 87
93 50
80 91
86 93
93 68
87 93
59 93
92 82
93 82
94 93
51 93
93 93
93 67
93 90
83 87
93 92
86 91
94 83
75 87
88 49
7/18/2022
7/19/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/18/2022
7/18/2022
7/19/2022
7/20/2022
7/16/2022
7/20/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/20/2022
7/20/2022
7/16/2022
7/20/2022
7/20/2022
7/20/2022
7/19/2022
7/19/2022
7/18/2022
7/19/2022
7/16/2022
7/18/2022
7/16/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/16/2022
7/20/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/17/2022
7/20/2022
7/20/2022
7/16/2022
7/16/2022
7/16/2022
7/17/2022
GUINEA ST 459 A - AC
CUL DE SAC 758 O - AC/AC

A - ACREGENCY LANE

REGENCY LANE

REMME RIDGE

OSTERMAN RD

PEMBROKE LN

NORMANDALE DR

ASPAN ST
E 1,591
1,542
1,214
285

E A - AC

E A - AC
A
B
C
E

O - AC/AC

A - ACRESPIT ROAD BLUERIDGE RD

CHAPEL HILL DR

ELSBERRY WY

SYCAMORE GLEN DR
END
1,188
876REVERE ROAD PRINCETON WY

ALISO PARK DR

RIDGELINE RD

RIDGE ROUTE DR
116'' SW/ SANTIAGO CYN RD

EL TORO RD

O - AC/AC

A - ACRICHFORD DRIVE

RICHLAND WAY

RIDGE LANE
971
G
A
978 A - AC
843 A - AC

RIDGELINE RD SANTIAGO CANYON RD

RICHLAND WY

VISTA MODJESKA
116' SW/ SANTIAGO CYN RD

NEWVALE DR

MONTCLIFF DR

RIMGATE DR

TOULON AVENUE

CUL DE SAC
1,248
1,378
1,830
1,000
1,276
1,119
1,647
144
A - AC

RIDGELINE ROAD

RIMGATE DRIVE

RIMHURST DRIVE

RIMINI PLACE
G
G
G
E
E
E
F
55,120
73,200
40,000
47,212
40,284
59,292
5,328
A - AC

RICHLAND WY

VISTA MODJESKA

RIMHURST DR

TRABUCO RD
A - AC
A - AC

O - AC/AC
A - AC

MONTCLIFF DR

RUE DE FORTUNA

MORNINGSTAR RD

SUNLIGHT CREEK

STEINWAY CIR

PHEASANT ST

TAMA DR

O - AC/AC
A - AC

RIMROCK CIRCLE

RIPPLING BROOK

RIVENDELL DRIVE

ROBIN STREET
E
E
C
A
C
B
C
F
197 11,623
31,392
71,854
30,348
3,751
A - AC

PEBBLE CREEK

JERONIMO RD

PEACOCK STREET

CUL DE SAC
981 O - AC/AC
A - AC1,942
843 O - AC/AC

A - ACROCHELLE LANE

ROCKFIELD BOULEVARD

ROCKFORD DRIVE
RODEO
121

FORDVIEW ST

PRINCETON WY

VALLECITO

LOS ALISOS BLVD

CHAPEL HILL DR

MONTECILO
194 7,178 A - AC
906 32,616
29,489
4,752

O - AC/AC
A - AC797

ROEBUCK STREET
ROMANO

TEED ST CUL DE SAC A
F
144 A - AC
PALOMA LA PERLA 171 6,327 A - AC

ROMERA PLACE

ROSCOMMON COURT

ROSETTE LANE

JUBILO PL PIZARRO RD C
C
C
D
F
443 14,619
9,405
A - AC
PIZARRO RD PRADO RD 285 A - AC

PRADO RD VISTA FUSCO

CUL DE SAC
663 21,879
8,976
A - AC

KIRKWALL LN E/

PARRELL AVENUE

RUMBLE DR NE/
211' N/ BAKE PARKWAY

BAKE PARKWAY
ABRI
272 A - AC

TOURAINE PLACE

CUL DE SAC
397 14,689
5,024
A - AC

RUDOLPH CIRCLE

RUE DE FORTUNA

RUE DE VALORE

RUMBLE DRIVE

RUSHFORD DRIVE

SADDLEBACK RANCH ROAD

SADDLEBACK RANCH ROAD
SAGE
C
F
157 O - AC/AC
A - ACABRI 1,119
292
62,664
8,760211' N'LY F A - AC

VIAGGIO LANE

CELONOVA PLACE

AMALFI AVE
F 2,057
896
76,109
33,152
57,216
66,156
45,903
67,919
92,000
67,380
155,280
9,471
A - AC

VIAGGIO LANE

LAKE FOREST DR

CELONOVA PL

CANARD LN

F A - AC
F 1,788
1,788
1,391
2,953
2,300
1,123
2,588
287
A - AC

AMALFI AVE F A - AC

CUL DE SAC C
E
G
G
G
D

O - AC/AC

O - AC/AC
A - AC

MONTBURY DR

ALDER WY

CUL DE SAC

RIDGELINE RD

MILLWOOD RD

ALDER WY

GLENN RANCH RD

MILLWOOD RD
CLOVER
A - AC
MONARCH R - Residential/Local A - AC
page 16 of 21
Item: 15
558

MORNINGSTAR RD

RATON DR NE/

BELLVISTA E/ & W/

ELOISE DR
End Street

CUL DE SAC
Area ID (ft)
295
840
669
466
709
387
472
620
558
413
154
384
629
358
121
1,595
488
653
197
194
810
1,536
2,354
2,225
1,273
991
280
352
352
1,060
394
807
308
1,011
289
886
1,017
653
515
262
256
249
978
174
312
315
384
420
(ft)
33 33
33 33
33 32
32 33
33 33
32 33
33 37
31 36
36 37
33 36
37 36
36 36
37 37
40 28
25 37
33 37
41 37
37 37
36 33
33 33
32 32
32 34
41 33
33 25
Area (sqft)
9,735
Class Surface Type
A - AC
Current PCI Last PCI Update
C040580
C040581
C040582
C040583
C040584
C040585
C040586
C040588
C040589
C040591
C040592
C040593
C040780
C040594
C040595
C040596
C040596
C040596
C040597
C040598
C040598
C040598
C040598
C040598
C040598
C040598
C040781
C050003
C040782
C040599
C040600
C040601
C040602
C040603
C040604
C040604
C040605
C040606
C040607
C040608
C040609
C040610
C040611
C040611
C040612
C040613
C040614
C040615
22516
22518
22537
22547
22561
22629
22631
22670
22679
22706
22735
22742
25246
22745
22750
22766
22766B
22767
22771
22800
22801
22802
22805
22805N
23937
23938
25247
10000
25248
22831
22834
25075
22842
22843
22849
22850
22851
22865
22869
22870
22871
22889
22894
22895
22903
22906
22919
22921

SAGEBRUSH CIRCLE

SAGUARO STREET

SALINAS
E
B
F
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
85 82
92 82
94 69
84 93
94 93
93 93
93 89
93 93
94 94
89 71
83 87
88 93
84 88
72 93
93 93
90 93
79 80
94 94
94 94
94 78
83 74
75 70
85 90
94 82
7/20/2022
7/19/2022
7/16/2022
7/19/2022
7/16/2022
7/19/2022
7/20/2022
7/16/2022
7/16/2022
7/16/2022
7/19/2022
7/16/2022
7/17/2022
7/20/2022
7/19/2022
7/19/2022
7/19/2022
7/20/2022
7/16/2022
7/19/2022
7/19/2022
7/19/2022
7/19/2022
7/19/2022
7/19/2022
7/19/2022
7/16/2022
7/16/2022
7/17/2022
7/16/2022
7/20/2022
7/16/2022
7/18/2022
7/20/2022
7/19/2022
7/19/2022
7/19/2022
7/16/2022
7/16/2022
7/18/2022
7/20/2022
7/20/2022
7/18/2022
7/18/2022
7/20/2022
7/16/2022
7/20/2022
7/20/2022
CUL DE SAC 27,720
22,077
15,378
23,397
12,384
15,104
20,460
18,414
13,629
4,928

O - AC/AC

O - AC/AC
A - AC

CUL DE SACS

LITTLE DRSALLY DRIVE E

FSAN ANGELO MONTECILO N/

ALICE AVE

CUL DE SAC

SANDRA STREET

SANDY CREEK

KATHY AVE A
E
F

SUNLIGHT CREEK

ALTON PKWY

SILENT BROOK

FLORESSANTA MARIA

SANTA RITA ALTON PKWY ALAMITOS F

SANTIAGO PEAK LANE

SARAH LANE

SHADOW OAK DR

TAMA DR

CUL DE SAC G
C
F

CUL DE SAC A - AC
SAUCITO ENCINAL E/ CUL DE SAC 12,672
20,757
13,246
3,751
A - AC

SAVANNAH JASMINE PROMINENCE

REGAL WY
D
E
C
C
C
C
F
A - AC

SAXON WAY QUEENSBURY DR

TAMA DR

O - AC/AC

A - ACSCOTT LANE CUL DE SAC

SECOND STREET

SECOND STREET
SEDONA

EL TORO RD CHERRY AVENUE

CUL DE SAC
57,420
17,568
24,161
6,501
A - AC

CHERRRY AVENUE

LOS ALISOS BLVD

CALLE CABRILLO SW/

AUBURN DALE

EL TORO RD

O - AC/AC

O - AC/AC
A - AC

CUL DE SAC

SERRANO ROAD

SERRANO SUMMIT

SERRANO SUMMIT DR

SEVILLE

EL TORO RD C
C
C
C
C
C
C
D
6,984

SILVER SPUR

RIDGE ROUTE DR

SHASTA LAKE RD

TOLEDO WY

DAYTON DR
29,970
55,296
84,744
80,100
47,101
36,667
11,200
32,592
8,800

SILVER SPUR A - AC

LAKE FOREST DR

SHASTA LAKE RD

RIDGE ROUTE DR

DAYTON DR
A - AC
A - AC
A - AC

LAKE FOREST DR

CONMMERCENTRE
280 S''/COMMERCENTRE

CASTELLANA

CANYON VISTA DR

CUL DE SAC
A - AC
280 S'/COMMERCENTRE

OLYMPUS
A - AC
A - AC

CUL DE SAC D
G
C
G
A
D
C
C
C
F
A - AC

SHADOW OAK DRIVE

SHADY GROVE CIRCLE

SHADY RIDGE

RICHLAND WY

VILLAGE WOOD LN

SADDLEBACK RANCH

REMME RIDGE

MONISHA N & S/

PINE FLAT CIR

CRYSTAL CIR
39,220
13,002
29,859
12,628
37,407
10,693
32,782
36,612
21,549
16,995
8,646
A - AC
A - AC

WILLOWBROOK

MC WHORTER WY

CUL DE SACS

CRYSTAL CIR

SERRANO RD

WINDING WY

CUL DE SAC
A - AC

SHANNON CIRCLE

SHARMILA

O - AC/AC

O - AC/AC
A - AC

SHASTA LAKE ROAD

SHAVER LAKE CIRCLE

SIERRA BLANCO

SIERRA PEAK LANE

SIERRA STREET

SILENT BROOK

SILVER SPRING

SILVERBAY DRIVE

SIMPATICA CIRCLE

SINGING WOOD CIRCLE

SKY DRIVE

CHASTER RD

ALTON PKWY W/

SHADOW OAK DR

RALEIGH ST SE/

SANDY CREEK

CUL DE SAC G
A
E

CUL DE SAC

SUMMER CREEK

CUL DE SAC
8,192

CURRANT CREEK

BRIDGER RD
E 7,968

PENFIELD ST

BELGREEN PL

CUL DE SAC
B
B
E
31,296
5,916ROCKFIELD DR

TERESITA WY SE/

WOODLAND WY S/

SECOND ST
A - AC
12,792
10,395
12,672
10,500
A - AC

CUL DE SAC G
C
D
A - AC

CUL DE SAC O - AC/AC

O - AC/ACSKYBIRD LANE ORCHARD RIM LN CUL DE SAC
page 17 of 21
Item: 15
559

Local - Appendix B Street Inventory - Current Condition City of Lake Forest, CA Section Description Section Attributes
Length of Width of
Segment Segment Pavement
StreetID Section ID Street Name

SKYLARK DRIVE

SLEEPING OAK DRIVE

SNAPDRAGON
Begin Street End Street

NIGHTENGALE CT

CANYON VISTA DR

CUL DE SAC
Area ID
D
G
D
D
E
(ft)
1,427
1,168
563
(ft)
33 37
33 33
33 33
34 40
33 36
30 30
33 37
31 32
33 33
33 33
33 33
33 37
37 33
33 32
42 32
32 37
33 36
25 25
23 33
33 37
33 23
33 37
33 37
41 33
Area (sqft)
47,091
43,216
18,579
13,365
16,137
22,968
48,518
23,080
16,137
29,664
57,540
35,010
8,217
Class Surface Type
A - AC
Current PCI Last PCI Update
C040616
C040617
C040783
C040784
C040618
C040785
C040619
C040620
C040621
C040622
C040623
C040623
C040624
C040625
C040626
C040627
C040628
C040786
C040629
C040630
C040631
C040632
C040633
C040634
C040634
C040635
C040636
C040637
C040638
C040639
C040639
C040640
C040787
C040641
C040642
C040643
C040644
C040645
C040788
C040646
C040647
C040648
C040649
C050004
C040650
C040651
C040652
C040653
22924
22936
25249
25250
22931
25251
22964
13873
22967
22974
16691
16691N
22988
22990
22992
22995
23006
25252
23008
23012
23014
23016
23015
23017
23018
23026
23050
23120
23119
23126
23127
23128
25253
23140
23141
23143
23146
23147
25254
23152
23167
23168
23170
10000
24179
23187
23194
23202

LAKE FOREST DR

RICHLAND WY

HONEYSUCKLE

STARFLOWER

REGENCY LN
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)
83 93
57 86
79 92
82 85
94 79
79 84
93 93
83 77
61 84
59 79
93 94
77 66
76 80
76 73
84 86
77 72
83 54
73 80
89 77
93 91
93 72
93 78
93 61
72 93
7/20/2022
7/16/2022
7/17/2022
7/17/2022
7/20/2022
7/17/2022
7/18/2022
7/17/2022
7/19/2022
7/19/2022
7/17/2022
7/17/2022
7/19/2022
7/19/2022
7/20/2022
7/17/2022
7/18/2022
7/17/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/18/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/18/2022
7/17/2022
7/18/2022
7/18/2022
7/18/2022
7/19/2022
7/20/2022
7/17/2022
7/16/2022
7/19/2022
7/17/2022
7/16/2022
7/19/2022
7/16/2022
7/18/2022
7/20/2022
7/16/2022

O - AC/AC
A - AC
SNOWBERRY GOLDENROD 405 A - AC

SOMMERSET LANE
SORREL
KENSINGTON LN 489 A - AC

CUL DE SAC (NEAR MARIPOSA)CUL DE SAC (NEAR MARIPOSA) D
A
D
C
696 A - AC

SOUTH CANADA COURT

SOUTH POINTE DRIVE

SOUTHBROOK

MURIN ISLE LN

BAKE PKWY
NE CDS

SPECTRUM POINTE DR

CUL DE SAC

WREN WAY

OLEN DR
1,427
577

O - AC/AC
A - AC

BROOKHAVEN

CRANE ST
489 O - AC/AC

O - AC/AC
A - AC

SPARROW ST & CDS

SPECTRUM POINTE DRIVE

SPRING GLEN
A
D
D
C
824
N CDS 1,918
1,167
249

OLEN DR S CDS A - AC

ASHWOOD SPRINGWATER

GLEN ACRES

CUL DE SAC

ELDERWOOD

CUL DE SAC

GOLDENROD

CUL DE SAC

GREENBAY DR

RIVENDELL DR

CUL DE SAC

GALWAY DR

DUNDEE DR

DUNBAR DR

CUL DE SAC

SILENT CREEK

VINTAGE WY

CREEKSIDE
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
A - AC
SPRINGWATER SECOND ST C 1,184
125
43,808
3,875
A - AC

SPRINGWOOD CIRCLE

SPRUCEWOOD

VINTAGE WY

PALMWOOD

BOEING LN N/

SNOWBERRY

VINTAGE WOODS RD NE/

FARTHING ST

RUMBLE DR

E A - AC
D
A
D
D
B
389 12,448
6,402
A - AC

STARBUCK ROAD

STARFLOWER
194 A - AC
545 17,985
5,412
A - AC

STARLING COURT

STEARN CIRCLE

STEINWAY CIRCLE

STELLA COURT
164 A - AC
390 12,870
16,566
7,590

O - AC/AC
A - ACC 502
SECOND ST C 230 O - AC/AC
A - ACSTEM AVENUE TWIG ST B 338 11,154
40,922
8,621

STERLING DR LAKE FOREST DR

GALWAY DR
D
D
D
E
1,106
233
A - AC

STERLING DR A - AC

STONEHAVEN LANE

STRATFORD
DUNDEE DR 725 23,925
12,870
19,840
15,834
57,280
74,656
9,213
A - AC

PITTSFORD DR NE/

SUNLIGHT CREEK

EL TORO RD
390 A - AC

SUMMER CREEK

SUMMERWOOD WAY

SUNLIGHT CREEK

SUNNYBROOK CIRCLE

SUNRISE
E 620 O - AC/AC

O - AC/AC

O - AC/AC
A - AC
E 377

BROOK HOLLOW

CREEKSIDE
E 1,790
2,333
249

HEATHER BROOK

CUL DE SAC
LAUREL
E

RIDGE ROUTE DR

LAVENDER

B A - AC
D
A
B
219 7,227 A - AC

SUTTON DRIVE CASEY RD NE/

SWAN DR NE/

SWALLOW LN NW/

EL TORO RD

CUL DE SAC

BLUE BIRD DR

CUL DE SAC

CUL DE SAC
PERA
771 27,756
11,475
12,050
6,946
A - AC

SWALLOW LANE

SWAN DRIVE
459 A - AC
B 482 O - AC/AC

O - AC/AC
A - AC

SWARTZ DRIVE

SWEET GRASS CIRCLE
SWIFT
B 302

MORNINGSTAR RD
CASSIN
E 354 11,682
26,136
75,628
30,954
49,496
10,230
34,262
37,455
32,412
19,106
6,930
D
G
C
792 A - AC

SYCAMORE GLEN DRIVE

TAMA DRIVE

WOODLAND WY

JONATHAN AVE

PEACHWOOD

AURORE AVENUE

LOS ALISOS BLVD

ESTRADE PLACE N & S

VESPER RD

ECHO PASS RD

TOLEDO WY

PEACHWOOD

CUL DE SAC
SE END
2,044
938
A - AC
A - AC

TAMARISK D
F
2,152
310
A - AC

TAMBOUR PLACE

TARGET AVE
A - AC
1,141
1,135
876
A - AC

TAVELLA PLACE

TEED STREET

CUL DE SACS

ASPAN ST
F
A
E
A - AC
A - AC

TERESITA WAY REGENCY LN SIMPATICA CIR

CUL DE SAC
466 A - AC
TERRACE VIEW CIRCLE RICHLAND WY S/ G 210 A - AC
page 18 of 21
Item: 15
560

VIAGGIO LANE

PEACOCK ST

VISTA FUSCO

WINDFLOWER
DAHLIA
End Street

CUL DE SAC

JERONIMO RD

CUL DE SAC
DAHLIA
Area ID (ft)
1,748
148
(ft)
37 37
32 33
33 37
33 33
33 37
37 35
33 33
32 37
25 33
37 33
60 60
60 60
60 60
60 33
36 37
33 33
33 33
33 33
33 37
28 33
33 41
32 37
33 33
33 33
Area (sqft)
64,676
5,476
Class Surface Type
A - AC
Current PCI Last PCI Update
C040654
C040655
C040656
C040789
C040789
C040657
C040658
C040659
C040660
C040661
C040661
C040661
C040662
C040790
C040663
C040664
C040791
C040665
C040666
C040667
C040668
C040668
C040668
C040668
C040668
C040668
C040668
C040670
C040671
C040672
C040673
C040674
C040674
C040675
C040676
C040677
C040677
C040678
C040792
C040792
C040679
C040680
C040681
C040682
C040683
C040684
C040685
C040793
24180
23219
23220
25255
25256
23237
23239
23245
23249
23251
23251N
10000
23252
25257
23270
24181
25258
23286
24182
24183
23972
23974
23975
23976
23978
23978B
24184
23337
23343
23344
24185
23408
23409
23410
23416
23443
23444
23445
25259
25260
23449
25504
23459
23348
23462
23488
23492
25261

TESSERA AVENUE

THRUSH STREET

TIA COURT
F
A
C
D
D
C
A
D
F
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)
93 58
93 72
73 94
65 71
94 93
94 92
79 92
93 93
93 88
92 93
70 71
56 65
69 58
63 36
58 85
93 67
81 85
58 81
81 83
93 93
74 90
71 93
86 87
94 90
7/16/2022
7/19/2022
7/20/2022
7/17/2022
7/17/2022
7/19/2022
11/2/2020
7/20/2022
7/16/2022
7/19/2022
7/19/2022
7/19/2022
7/19/2022
7/17/2022
7/19/2022
7/16/2022
7/17/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/18/2022
7/20/2022
7/20/2022
7/16/2022
7/19/2022
7/19/2022
7/20/2022
7/20/2022
7/18/2022
7/18/2022
7/20/2022
7/17/2022
7/17/2022
7/18/2022
7/20/2022
7/17/2022
7/16/2022
7/20/2022
7/16/2022
7/18/2022
7/17/2022
A - AC
121 3,872 A - AC
TIGERLILY 237 7,821 A - AC

TIGERLILY BELLFLOWER

CINNAMON RD

CUL DE SAC

STERLING DR

CUL DE SAC

TAHOE LN
254 8,382 A - AC

TIMBERLINE WAY

TINA PLACE
DAYTON DR 512 18,944
2,970

O - AC/AC

O - AC/AC
A - AC
SANDRA ST 90

TIPPERARY LANE
TIZMIN

KILLARNEY DR

ALTON PKWY W/

BAKE LN
345 11,385
18,612
57,979
66,008
3,710
564 O - AC/AC

O - AC/AC

O - AC/AC
A - AC

TOLEDO LANE

TOLEDO LN
C
C
1,567
1,784
1,762
610

TAHOE LN SE CDS

TOLEDO WAY

FOXBOROUGH WY
LAUREL

TOLEDO LN

EL TORO RD

HELIOTROPE

DEBRA ST
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)

TOLEDO WAY C
D
C
F
20,130
10,098
9,664

O - AC/AC
A - ACTOMANGO 306

TONIA AVENUE

TORINO DRIVE
TOROSA

ANTHONY DR

CABRIOLE
302 A - AC

ESPALIER PLACE
UMBRIA
794 29,378
10,500
32,472
58,867
33,033
39,960
59,460
94,320
184,260
60,960
62,160
80,700
4,752
A - AC

SEVILLE D
G
F
420 A - AC

TORRES WAY DORADO DR

PIETRA PLACE S & NE

ALLEGE COURT

TOWNE CENTRE DR

LAKE FOREST DR

BAKE PKWY

CUL DE SAC

CUL DE SACS

CUL DE SAC

PORTOLA PKWY

TOWNE CENTRE DR

LAKE FOREST DR

BAKE PKWY

ANTIBES
984 A - AC

TOULON AVENUE

TOURAINE PLACE

TOWNE CENTRE DRIVE

TRAVIS STREET

TREELINE LANE

TREESHADE LANE

TRESUANCE WAY

TULIP STREET
1,591
1,001
666
A - AC

F A - AC

E A - AC
E 991 A - AC
D
D
D
D
D
A
D
D
F
1,572
3,071
1,016
1,036
1,345
144
A - AC

ALTON PKWY
COOK
A - AC
A - AC

S ALTON PKWY

ANTIBES

COOK A - AC

N ALTON PKWY

CUL DE SAC

ORCHARD RIM LN

CUL DE SAC

CORTA CRESTA DR

MUIRLANDS BLVD

CUL DE SAC

FORDVIEW ST

BARK ST
A - AC

TEED ST A - AC

TRABUCO RD

OLD TRABUCO RD

ESTERNAY DRIVE

CALLE TRES LOMAS

CORTA CRESTA DR

MORNINGSTAR RD

BELLCROFT DR SE/

BARK ST
413 14,868
24,901
25,872
23,826
5,643

O - AC/AC

O - AC/AC
A - AC
673
784
B
B
E
722 A - AC
TULIP STREET 171 A - AC

TUMBLEWEED CIRCLE

TUSCAN WAY
387 12,771
7,689
A - AC
E 233 A - AC

TWIG STREET B
B
E
338 11,154
55,869
41,144
6,468
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)
A - AC
TWIG STREET STEM AVE 1,693
1,112
231
A - AC

TWINFORD DRIVE
UMBRIA

RIMGATE DR

CASTELLANA
TOROSA

CORBY DR O - AC/AC

A - ACTOROSA D
D
A
E
UMBRIA LAUREL 191 6,303 A - AC

URSULA CIRCLE

VALENCIA CIRCLE

VALEWOOD

DYLAN AVE SE/

FUERTE DR

CUL DE SAC
END
571 18,843
12,915
8,832
A - AC
315 A - AC

FORESTWOOD

PALOMA N/

LARCHMONT DR

BLAZEWOOD

DYLAN AVE

FALLENWOOD

CUL DE SAC

HELIOTROPE
D
F
276 R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
A - AC
VALLECITO 472 17,464
27,720
9,636
A - AC

VALLEYMONT ROAD
VERANO
E 840 O - AC/AC
A - ACF 292

VERDE STREET
VERNA
A
D
617 20,361
10,098

O - AC/AC
A - ACLAUREL 306
page 19 of 21
Item: 15
561

Local - Appendix B Street Inventory - Current Condition City of Lake Forest, CA Section Description Section Attributes
Length of Width of
Segment Segment Pavement
StreetID Section ID Street Name

VERONA LANE
Begin Street End Street

CUL DE SAC
Area ID
F
(ft)
630
358
215
1,378
413
568
374
637
715
1,293
535
630
440
1,690
1,080
162
742
617
269
290
1,650
479
148
289
528
696
430
627
495
884
290
301
289
1,401
476
1,285
131
427
128
544
886
(ft)
33 37
37 37
33 37
33 36
36 36
33 33
33 37
33 33
33 33
33 33
41 33
37 23
33 37
23 25
33 33
33 33
33 33
36 37
37 33
33 33
37 41
40 37
33 35
33 33
Area (sqft)
20,790
13,246
7,955
Class Surface Type
A - AC
Current PCI Last PCI Update
C040686
C040687
C040688
C040689
C040690
C040691
C040692
C040693
C040693
C040693
C040694
C040694
C040695
C040696
C040697
C040697
C040698
C040699
C040700
C040701
C040702
C040703
C040704
C040705
C040706
C040707
C040708
C040709
C040710
C040794
C040794
C040794
C040711
C040712
C040713
C040714
C040714
C040715
C040716
C040795
C040717
C040718
C040718
C040719
C040720
C040721
C040722
C040723
24186
23495
23360
24204
23755
23765
23766
23394
23770
23771
23772
23773
23777
23776
23788
23789
23795
23801
23802
23803
23807
24205
23808
23829
23858
23861
23866
23867
23878
25262
25263
25264
23877
23879
23881
23384
23384N
23884
23894
25265
23895
23896A
25078
23898
23916
23910
23920
23929

TOULON AVENUE

BOEING LN
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
L - Local (7)
93 63
93 93
82 93
93 83
88 81
78 62
93 81
93 91
93 93
93 93
40 93
93 82
93 78
90 76
80 55
90 82
92 83
94 89
88 93
79 74
91 69
61 82
93 92
93 69
7/16/2022
7/18/2022
7/16/2022
7/16/2022
7/20/2022
7/19/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/16/2022
7/20/2022
7/20/2022
7/20/2022
7/16/2022
7/16/2022
7/16/2022
7/16/2022
7/20/2022
7/16/2022
7/20/2022
7/20/2022
7/19/2022
7/20/2022
7/19/2022
7/18/2022
7/20/2022
7/17/2022
7/17/2022
7/17/2022
7/16/2022
7/20/2022
7/19/2022
7/16/2022
7/16/2022
7/20/2022
7/20/2022
7/17/2022
7/19/2022
7/20/2022
7/20/2022
7/20/2022
7/20/2022
7/16/2022
7/16/2022
7/19/2022

VESPER ROAD TEED ST A
G
F
A - AC

VIA CORONA DORADO DR HIGHRIDGE WY

CUL DE SAC
A - AC

VIAGGIO LANE RUE DE FORTUNA

BELLCROFT DR E/

SECOND ST
50,986
13,629
21,016
12,342
22,932
25,740
46,548
17,655
20,790
14,520
62,530
35,640
5,346
A - AC

VICAR WAY CUL DE SAC E A - AC

VILLAGE DRIVE CUL DE SAC C O - AC/AC

O - AC/AC
A - AC

VILLAGE WOOD LANE

VINTAGE WAY

RIDGE ROUTE DR

NEW BEDFORD DR

NEW BEDFORD

SUMMERWOOD

LAKE FOREST DR

LAKE FOREST DR E/

VISTA MODJESKA RD

MONTBURY DR

PIZARRO RD

WOOD SHADOW LN

CUL DE SAC
C
E

VINTAGE WAY SUMMERWOOD

NORMANDALE DR

SKYLARK DR

E O - AC/AC

O - AC/AC
A - AC

VINTAGE WAY E

VINTAGE WOODS ROAD

VISTA ALISO ROAD

VISTA ESTATE DRIVE

VISTA FUSCO
D

ECUL DE SAC A - AC

VISTA PORTOLA RD

NORMANDALE DR

COSTA BELLA DR

CUL DE SAC
G
E
A - AC
A - AC

C O - AC/AC

A - ACVISTA FUSCO COSTA BELLA DR

RIDGELINE RD
C

VISTA MODJESKA ROAD

VISTA PORTOLA ROAD

VISTA SADDLEBACK ROAD

VISTA SANTIAGO ROAD

VISTA TERRACE

VISTA SANTIAGO

VISTA ALISO RD

CUL DE SAC
G
G
G
G
E
24,486
20,361
8,877
A - AC

VISTA SANTIAGO RD

VISTA MODJESKA RD

VISTA PORTOLA RD

LAKE FOREST DR SE/

MONTEE PLACE

BLOSSOM PARK ST

RUSHFORD DR
A - AC
A - AC

VISTA MODJESKA RD

CUL DE SAC
9,570 A - AC
67,650
15,807
5,476
A - AC

VITALE LANE CUL DE SAC F A - AC

WAGAR STREET SERRANO RD

CUL DE SAC

C A - AC

WARWICK COURT

WESTOVER CIRCLE

WHEATON TERRACE

WHISLER DRIVE
E 6,647 O - AC/AC

O - AC/AC
A - AC

FOXBOROUGH WY

BRIDGEMONT RD

EL TORO FRONTAGE RD

SWAN DR
CUL DE SAC C 17,424
25,752
9,890

GLENMEADOWS DR

ORANGE AVE

ROCKFIELD BLVD

KILLARNEY DR

LANTANA
E

B A - AC

WHITE DOVE DRIVE

WICKLOW LANE

WILD ROSE
B 15,675
16,335
29,172
9,570
A - AC

STERLING DR W/
AGAVE
D
D
D
D
G
B
A - AC
A - AC

WILD ROSE LANTANA BLUE BELL A - AC
WILD ROSE BLUE BELL MARIPOSA 9,933 A - AC

WILDWOOD CIRCLE

WILLARD AVENUE

WILLIAMSBURG COURT

WILLOW BROOK LANE

WILLOW WOOD STREET

WINDEMERE CIRCLE

WINDFLOWER

SYCAMORE GLEN DR

GREENBAY DR
CUL DE SAC 9,537 A - AC

BELQUEST DR

AUBURN DALE WY
S CDS
46,233
17,136
47,545
4,847

O - AC/AC

O - AC/AC
A - AC

FOXBOROUGH WY

JASPER HILL
C
G
G
C

N CDS JASPER HILL A - AC

DESERT WOOD ST

KENSINGTON LN SE/

GOLDENROD

LAUREL WOOD ST

CUL DE SAC
14,091
4,224
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
R - Residential/Local
A - AC

E O - AC/AC

A - ACCUL DE SAC D
C
17,952
32,782
45,803
17,080
46,842
13,530
32,270
13,002
6,270

WINDING WAY SHAVER LAKE CIR

VISTA TERRACE

RANCHO PKWY

ALISO PARK DR NW/

VILLAGE WOOD LN

SYCAMORE GLEN DR

SPARROW ST

SERRANO RD

RANCHO PKWY
END

O - AC/AC

A - ACWINDROW DRIVE

WINDROW DRIVE

WINDSONG DRIVE

WOOD SHADOW LANE

WOODLAND WAY

WOODSPRING CIRCLE

WREN WAY
E 1,139
427
1,266
410
922
394
190

E A - AC

CUL DE SAC E O - AC/AC

O - AC/AC
A - AC

JERONIMO RD

SINGING WOOD CR

CUL DE SAC
C
G
G
A
A - AC

PHEASANT ST O - AC/AC
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COOK SW/
End Street
END
Area ID
D
(ft) (ft)
37 Area (sqft)
38,739
Class Surface Type
A - AC
Current PCI Last PCI Update
C040724 23979 1,047 R - Residential/Local 53 7/17/2022
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XIII. Appendix C – GIS Digital Data
Introduction
The OCTA GIS Section maintains a spatial inventory of transportation infrastructure which mostly consists of major arterial streets, roads, and highways. A key component of road information is pavement condition.

Maintaining an inventory of pavement condition will enhance OCTA’s GIS visualization and analysis capabilities and assist in understanding the transportation investment needs throughout the region. Therefore, a GIS dataset in digital format should be included in this report.

Structure of GIS Data
The GIS dataset must consist of linear geographic features that represent road/street segments. All segments that are part of the report should be included in the GIS dataset. The attribute information of each segment should generally follow the format of the Complete Listing of Current Street Conditions in Appendix B above.

The GIS data requirements are discussed below. Most commercial and open-source GIS software provide industry-standard tools to manage GIS data to meet these requirements.

GIS Digital Data Format
The GIS data must be submitted in either one of the following formats:
•
•
Esri Shapefile, or
Esri File Geodatabase
Metadata
The GIS data are required to have associated metadata. The minimum metadata items required are:
•
•
Title of Dataset
Tags (A set of words that can be used by GIS to search for the resource. For example: “pavement”, “transportation”, “roads”)
•
•
•
Summary (A brief purpose statement of the dataset)
Description (A brief narrative of the dataset’s content) Credits (A recognition of those who created or contributed to the resource) Spatial Geometry Type
The spatial geometry of the segment features must be lines that represent the roadway centerline as accurately as possible.

Projection
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The GIS data must have spatial reference information and have its coordinate system identified and embedded in or associated with the data file(s). All GIS data submitted to OCTA should be in the following projected coordinate system:
• NAD 1983 State Plane California VI FIPS 0406 (US Feet) - More information about this system can be found at: https://spatialreference.org/ref/epsg/nad83-california-zone-6-ftus/ GIS Feature Attributes
The required segment attributes are:
•
•
•
•
•
•
•
•
•
•
Street name
Unique segment identifier (Segment ID from original source if available) Name of intersecting road at the beginning of a segment Name of intersecting road at the end of the segment
Current pavement condition index (PCI)
Current PCI inspection date
Length of road segment in feet
Width of road segment in feet
Paved area of road segment in square feet or square yards Projected PCI at end of Seven-Year Road Maintenance and Rehabilitation Plan Additional attributes such as number of through travel lanes, direction of travel and pavement surface type may be provided. An example of a GIS attribute table for road segments is shown below (Note that there are additional attributes such as surface, functional class, and number of travel lanes).

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XIV. Appendix D – Quality Assurance/Quality Control Plan Introduction
When performing data collection in any field, the need for quality control is paramount as it is essential for accurate planning, analysis and design. This is particularly true for collecting pavement distress data for a pavement management system.

The Quality Assurance/Quality Control (QA/QC) Plan establishes minimum quality standards for performance and procedures for updates of the pavement management system.

If applicable, utilize the space below to include information on the agency’s QA/QC policies:

The first phase of the QC process is a rule-based check that flags roads based on expected outcomes from the automatic crack detection and processing parameters used to convert the LCMS2 data into severity and extent data. Part of this output is the identification of areas that are within the sample area but should be excluded from the assessment. This can include the edge of pavement or curb (purple and green highlight), manhole covers and inlets (red box), and pavement markings (yellow highlight) as seen in Figure 1. This is combined with information from our field raters about distresses that may not be present in a traditional manner or may be outside the guidelines set forth in ASTM D6433.

Figure 1 - Processed LCMS2 Image
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A second review is then performed by a rater who is well-versed in both the distress standards and the data in its digital format. Using the downward laser scans, field notes, and 4K images collected from the survey the Quality Control (QC) rater is able to verify the accuracy of what the LCMS has collected and what was flagged in the field.

Figure 2 - QC Image
To further ensure accurate condition data, spot checks are conducted on a network-wide basis by the QC team and the engineering staff. Once confidence in the integrity of the data has been achieved, an initial condition report is submitted for review by City staff.

Objectives
This document constitutes a formal QA/QC Plan for the City of Lake Forest. It was prepared on 6/1/2020 and last revised on 3/15/2023.

Specifically, it is intended for the 2023 Pavement Management Plan Update. The focus is on the collection of network-level pavement distress data (defined by National Cooperative Highway Research Program (NCHRP) Synthesis 401 Quality Management of Pavement Data Collection, as “Network-level data collection involves collection of large quantities of pavement condition data, which is often converted to individual condition indices or aggregated into composite condition indices.”)
This document also addresses the QA/QC plan requirements of the Orange County Transportation Authority (OCTA)’s “Countywide Pavement Management Plan Guidelines” (section 2.4), adopted in May 2010.

Structure of QA/QC Plan
The following components are addressed in this QA/QC Plan:
•
•
•
•
Condition survey procedures used
Accuracy required for data collection
Inspector qualifications and experience
Safety
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Condition Survey Procedures
The governing document in performing condition surveys for the City of Lake Forest is ASTM D6433 “Standard Practice for Roads and Parking Lots Pavement Condition Index (PCI) Surveys.” Both asphalt concrete (AC) and Portland cement concrete (PCC) pavements are included in this protocol. The following distresses are collected for each pavement type.

Asphalt Concrete AC Pavements Portland Cement Concrete (Jointed)

1. Alligator (fatigue) cracking

2. Bleeding

1. Blowup/buckling

2. Corner breaks

3. Block cracking

4. Bumps and sags

5. Corrugation

3. Divided slab

4. Durability (“D”) cracking

5. Faulting

6. Depression

7. Edge cracking

6. Joint seal damage

7. Lane/shoulder drop off

8. Linear cracking

9. Patching (large) and utility cuts

10. Patching (small)

11. Polished aggregate

12. Popouts

8. Joint reflection cracking

9. Lane/Shoulder drop off

10. Longitudinal & Transverse cracking

11. Patching and utility cut patching

12. Polished aggregate

13. Potholes 13. Pumping

14. Railroad crossing

15. Rutting

16. Shoving

17. Slippage cracking

18. Swell

19. Weathering

14. Punchout

15. Railroad crossing

16. Scaling, map cracking and crazing

17. Shrinkage cracks

18. Spalling (corner)

19. Spalling (joint)

20. Raveling
Any exceptions to the above procedures are discussed before any surveys are performed. They are documented in the paragraphs below.
[Note to agency: these are usually related to distresses or situations that are not covered in the manuals.

Examples include roller check marks or edge cracking on streets with no curbs and gutters. Others include the raveling of surface seals or the use of open-graded asphalt concrete mixes where the surface appears to have large voids present. Any modifications must be documented and included in this document. Photos are extremely helpful.]
All surveys are performed as Semi-Automated surveys, and a minimum 10% sampling rate is utilized. Field crews are typically composed of two-person crews (Typically a one-person crew on residential streets and some collectors, and up to two-person crews for major arterials, depending on traffic volumes and speeds. Edit as appropriate). The safety of field personnel is paramount in all instances.

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The sample unit selected must be representative of the entire pavement section. This assumes that the section is homogenous; if it is not homogeneous, then the section must be split according to the criteria agreed upon by the agency. Typically, the criteria used are:
•
•
•
•
•
•
Pavement condition
Construction age, if known
Maintenance history, if known
Traffic volumes (or functional classification as a surrogate) Surface types (e.g. asphalt concrete or Portland cement concrete) Geometric elements (e.g. widths)
Any modifications to the section inventory data are documented in the pavement management report.

A sample unit for a semi-automated survey consists of the area collected by the LCMS lasers along the wheel path of a street segment. This is a 4m wide area with a length matching the segment surveyed. Multiple passes were surveyed for streets with four or more lanes.

The approach ensure that the sample is representative of the section as the full length of the segment is surveyed.

Accuracy Required for Data Collection
The accuracy required for data collection has two components, both of which are further described in the following paragraphs.
•
•
Re-inspections
PCI comparisons with past surveys
Random and Systematic Re-Inspections
Random Re-inspections
Random re-inspections will include a representative selection across the following categories:
• Functional classes (i.e. MPAH, locals);
• Surface types (e.g. asphalt concrete or Portland cement concrete); • Pavement conditions (e.g. good, fair, poor);
• Inspectors;
• Geographical areas, if applicable.

Systematic Re-inspections
A sample of 5-10% of the sections reviewed by each inspector was set aside to be re-inspected by an alternate inspector. PCI differences of greater than 10 points we review by QC management staff.

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Acceptability Criteria
At the time of re-inspection, the distress quantities and severity will be re-inspected and verified, and corrections made if necessary.

A final check is completed by City staff to identify any discrepancies that may arise from levels of subjectivity within the rating standard. All severity and extent data will be provide for each sample area.

PCI Comparison with Past Surveys
As another level of quality control, the new PCIs are compared with the previous PCIs. If they differ by more than ±10 PCI points, these sections are automatically flagged for further investigation. Some areas of the network were re-segmented and do not have completely comparable historic data.

If PCI Increases 10 points
The section is investigated to see if a maintenance and rehabilitation event has occurred since the last survey, but has not been recorded. Typically, it may include activities such as:
• Crack sealing activities – changes medium or high severity cracking to low severity • Patching activities – alligator cracking that has been removed and patched, so that the resultant PCI is increased.
• Surface seals
• Overlay
• Others
Therefore, an up to date maintenance and rehabilitation history file in the pavement management database is desirable, both for historical accuracy as well as to provide additional quality control.

If PCI decreases 10 points
The section is checked to see if the average deterioration rate (usually 3 to 4 points per year) is exceeded. If the drop in PCI is within range of what is acceptable, no further action is required. If the drop is more than the acceptable range, a re-inspection will be performed. The default performance curves in the pavement management software form the basis for what is acceptable.

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Inspector’s Qualifications and Experience
The IMS, Infrastructure Management Services inspectors have attended formal training on pavement condition distress surveys. This training was conducted prior to performing any work using the ASTM D6433 protocols, consistent with OCTA’s requirements.

Inspector Name
David Bratton
Leah Ramirez
Don Noah
Date of ASTM D6433 Training
May, 2013
Training Conducted By:

Paver – CSU
DynaTestAugust, 2009
August, 2009 DynaTest
Toby Homuth August, 2009 DynaTest
Resumes of the technicians utilized on this project are included as an attachment.

Safety Procedures
The IMS, Infrastructure Management Services administers a health and safety program in compliance with the Cal Occupational Safety and Health Administration (OSHA) Title VIII, Section 3203. The program is documented in “Site-Specific Safety, Health, and Environmental (SH&E) Plan”.

Generally, the safety procedures include (Edit as applicable to agency):
•
•
•
Inspectors to wear Class 2 or 3 safety vest at all times; Flashing beacon on all vehicles utilized for surveys; and Stopped vehicles to be parked at locations away from moving traffic (e.g. nearby parking, shoulders, etc.).

On streets where there is a high volume of traffic or high speeds, additional measures may be necessary, such as:
•
•
•
Surveys to occur during off-peak periods or on weekends; Additional inspector to watch out for traffic; and
Traffic flaggers in extreme cases.

Attachment – Appendix D: “Site-Specific Safety, Health, and Environmental (SH&E) Plan” and Resumes of Field Inspectors
---End of QA/QC Plan---
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Site-Specific Safety, Health, and
Environmental (SH&E) Plan
OCTA Pavement Inspector Prequalification Program
Automated Pavement Condition Data Collection
Prepared for:

Orange County Transportation Authority
Prepared by:

IMS Infrastructure Management Services, LLC
8380 South Kyrene Road | Suite 101 | Tempe, Arizona 85284 (480) 839-4347
www.imsanalysis.com
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Site-Specific Safety, Health, and Environmental (SH&E) Plan January 16, 2023 OCTA Pavement Inspector Prequalification – Automated Survey Table of Contents
Part 1 – Site-Specific SH&E Plan ............................................................................................. 3

1. Introduction ......................................................................................................................... 3

2. Scope of Work and Project Schedule................................................................................... 6

3. Field Work Implementation................................................................................................. 7

4. Emergency Response Plan (ERP).......................................................................................... 7 Part 2 – Job Hazard Analysis (JHA) Forms ............................................................................. 10 Appendix A: Nearest Hosptial
Appendix B: Job Hazard Analysis Form

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Site-Specific Safety, Health, and Environmental (SH&E) Plan January 16, 2023 OCTA Pavement Inspector Prequalification – Automated Survey Part 1 – Site-Specific SH&E Plan

1. Introduction

1.1 Plan Development and Approval
The purpose of this Site-Specific SH&E Plan (Plan) is to define measures to be implemented to address worker safety and health for field work associated with the OCTA Pavement Inspector Prequalification Program.

Prepared By: Kurt Keifer, PhD, PE
Date: 1/16/2023
A copy of this Plan will be posted at the jobsite and/or maintained in project vehicles.

1.2 SH&E Meetings and Briefings

1.2.1 Orientation
The contents of this Plan will be transmitted to field team members via verbal discussion at a documented project kick-off/orientation meeting prior to initial field work. Documentation of all orientation meetings shall be included in the project file (see attached “Project Safety, Health, and Environmental Orientation” form).

1.2.2 Daily Safety Meetings/Briefings
The SH&E Representative (Ben Steffen) shall conduct a safety briefing at the project site.

Documentation of daily briefings (see attached “Job Site Safety, Health, and Environmental Meeting” form) shall include the names of employees present and the topics discussed which could include the following:
•
•
•
•
Assigned duties and tasks for the day
Anticipated site conditions (access, weather, etc.)
Anticipated site hazards and control measures
Lessons learned from reported near miss and injury/illness incidents from this project or from any other projects that may be beneficial or applicable to this project • Revisions/updates to the Site-Specific SH&E Plan and/or safe work procedures If field team members are unable to attend the briefing, the SH&E Representative shall conduct a separate briefing with these personnel before they will be allowed to begin work.

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Site-Specific Safety, Health, and Environmental (SH&E) Plan January 16, 2023 OCTA Pavement Inspector Prequalification – Automated Survey

2. Scope of Work and Project Schedule

2.1 Pavement Condition Data Collection
The project consists of collecting pavement imagery at the OCTA control sites.

All data collection will be performed with IMS RSTs, which are automated, vehicle-based systems that include our LCMS2 systems and ROW imaging systems.

Data collection consists of driving each lane of the project site:
•
•
•
•
•
Data collection will be conducted at posted speeds (e.g., no traffic control is required).

Data collection will take place during daylight hours.

Data collection will talk place during dry conditions (e.g., no rain or standing water).

Vehicle operators will not leave the vehicle during data collection.

Data will be collected in two (2) hour shifts to minimize driver fatigue.

Note: We anticipate that IMS staff will need to exit the RST during data collection from time to time to confirm control section locations. When exiting the vehicle for any reason, the following Personal Protective Equipment (PPE) will be worn:
•
•
Class 3 high-visibility safety vest
Safety glasses

2.2 Project Schedule
The pavement condition data collection will take place 1/18-1/19/2023. Approx. two (2) days of will be required to collect the necessary data.

2.3 Project Location
Var. locations. Ref. 2023 OCTA Inspector’s Guide.

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3. Field Work Implementation

3.1 Key Personnel
The following IMS personnel have principal responsibility for the implementation and maintenance of health and safety measures during field work.

IMS Field Supervisor
Ben Steffen
[email protected]
(913) 207-3012 (Mobile)

3.2 Responsibilities and Lines of Authority
The IMS Field Supervisor is responsible for coordinating the commencement of all field activities with the IMS project manager.

IMS Project Manager
Kurt Keifer, PhD, PE
[email protected]
(737) 900-6676 (Mobile)

4. Emergency Response Plan (ERP)

4.1 Stop Work Authority
Personal safety takes priority over all project deadlines, demands, and any other considerations. At all times and on all sites, it is IMS’ policy, practice, and responsibility to provide a place of employment where IMS employees can conduct project-related activities in a safe and healthy environment. IMS strives to ensure the health and safety of its employees by identifying and mitigating recognized hazards to avoid or eliminate potential for injury or illness.

IMS employees need to be conscious for the safety of other project personnel and are expected to promote safe work habits. IMS employees are encouraged and empowered by IMS to maintain a safe workplace and only work when the hazards have been removed, controlled, or mitigated. No IMS employee is expected or obligated to perform work they consider unsafe or damaging to the environment.

Employees are to immediately report safety, health, and environmental (SH&E) concerns to their local Safety Coordinator, supervisor, and/or Project Manager. In addition, Stop Work Authority (SWA) allows any IMS employee to stop work conducted by IMS or IMS subcontractors where there is a serious hazard or imminent danger. Once invoked, the activity

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Site-Specific Safety, Health, and Environmental (SH&E) Plan January 16, 2023 OCTA Pavement Inspector Prequalification – Automated Survey in question will be stopped and reviewed by those performing the work and their immediate supervisors. Work will not resume until all stop work issues and concerns have been adequately addressed. There will be no retribution for invoking SWA.

4.2 Vehicle Accident
In the event of an accident, all USDOT guidelines must be adhered to. Refer to the Accident Report Kit located in the vehicle’s glove box.

Vehicle accident is to be communicate to the following personnel immediately after all personnel and equipment have been safely secured.

IMS Project Manager
Kurt Keifer, PhD, PE
[email protected]
(737) 900-6676 (Mobile)

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4.4 Medical Emergency

1. Call 911 as required

2. Get to safe location, if necessary

3. Report to IMS Project Manager.

Before work begins at any location, all employees will be made aware of all emergency phone numbers and nearby hospitals (See Appendix A).

Anaheim Global Medical Center
1025 S Anaheim Blvd
Anaheim, CA 92805
(714) 533-6220

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See Appendix B.

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Directions to Nearest Medical Facility
Anaheim Global Medical Center
1025 S Anaheim Blvd
Anaheim, CA 92805
(714) 533-6220
Directions to hospital from job site. Fastest route to hospital will depend on time of day.

Google maps will be used to determine fastest route at time of incident.

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Job Hazard Analysis Form

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Site-Specific Safety, Health, and Environmental (SH&E) Plan January 16, 2023 OCTA Pavement Inspector Prequalification – Automated Survey Job Hazard Analysis Form
Company IMS Infrastructure Management Services, LP
Project OCTA Pavement Inspector Prequalification Program Contract Duration
Major Equipment
Work Performed
Job steps
NA

IMS RST
Pavement image collection at posted speeds. No traffic control will be needed.

Hazards Controls Probability
Drive in traffic at posted speeds. Vehicle accident • Verify approval has been granted to test job site.

Seldom
• Follow all safety measures post-accident.
• Get self/vehicle to safety.

Flat tire • Get self/vehicle to safety. Occasional
Seldom
• Obtain service assistance or change tire
• Park away from passing traffic on solid,
even ground and wear all required safety
protection. Use safety flashers.
• Transmission in park/block tire
• Follow manufacturer’s instructions for
removing each item.

Changing a tire • Struck by traffic
• Vehicle may roll
• Sprain or injury
resulting from
over-exertion
• Tire working loose
and coming off.
• Park vehicle and set brake
• Remove spare and tools
• Loosen lug nuts
• Jack up car
• Remove lugs nuts
• Remove flat tire
• Put spare tire on
• Reinstall lug nuts
• Lower vehicle completely.
• Put equipment back in
vehicle.
• Inspect lug nuts as required. Use lug nut
wrench to ensure nuts are tight.

Equipment Requirements Training Requirements Inspection Requirements RST Van Safety Orientation Field personnel are to report unsafe condition as they occur to IMS’ Project
Manager.

Field Notes:

By signing the below I confirm that I have review and understand the job steps, hazards, and controls as described in this Job Hazard Analysis.

Name Title Signature Date
Ben Steffen RST Operator •
•
•
1/18/23

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David Bratton, PE
Senior Project Engineer
Background
As a Project Engineer for IMS, Mr. Bratton is involved with both data collection and data analysis for pavement and asset management related projects. His primary responsibilities are data processing and analysis for multiple software formats such as PAVER, StreetSaver and Cartegraph. He has extensive experience with mapping and drawing tools, such as AutoCAD and ESRI ArcGIS.

Throughout the field surveys, Dave works closely with the field crew and verifies that the data received from the field is both reliable and complete by consistently reviewing the data as it is being collected in the field. This ensures that the data is collected in a timely manner and that the data is both a complete and accurate representation of the road network. Mr. Bratton ensures that all data maintains integrity by extensively documenting and tracking all steps throughout the data processing task.

Although his primary responsibilities are in-office data processing and analysis, Dave has also had experience with the collection of automated pavement surface condition and right of way asset data collection in the field.

Education & Registrations
BS, Civil Engineering (2008) – Bradley University
Professional Engineer (PE) PAVER Certified; StreetSaver; ESRI IL #062072138 Manual and Automated Rating OCTA Certified Previous Work Experience
2007-2009
2006
McHenry County Department of Transportation – Storm Water Engineering Assistant Baxter and Woodman – Construction RE
Project Experience
Mr. Bratton has been involved with over 100 pavement and right-of-way asset projects on an annual basis over each of his 11 years at IMS. His role has ranged from data analyst, QA Manager, field technician, and project management. Mr. Bratton has led implementation project, updates and worked with various software modules for pavement and ROW asset management reports.

City of Lake Forest, CA
Dave provided daily monitoring of surface condition data processing/analysis and quality control of data formatted for StreetSaver software. He worked closely with the City to ensure that OCTA reporting requirements were met and helped develop a detailed short term budgeting plan.

City of Long Beach, City of Oceanside, City of Riverside, CA Dave provided data QA/QC/analysis and GIS linkage for these pavement management surveys with data input to PAVER and Cartegraph. These projects were very complex in nature with various reporting needs (separate district reports and analyses, ROW assets, and M&R practices review). The mileage fro each of these projects was from 800 to 1,200 miles for survey.

Volusia County, FL
Dave was the project manager for this project that included a survey of over 1,000 miles. The County utilizes the Lucity asset management software and the PCI data was incorporated into various reports submitted for Capital Planning and Forecasting.

City of Atlanta, GA
Dave has performed the project set up including preparation of GIS referenced maps and inventory for a pavement management update in 2016 and 2019 for the City of Atlanta. Responsibilities included daily monitoring of field data (for pavement management and sidewalk/ramp compliance), data processing/analysis and quality control of data formatted for software load, and digital image extraction.

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Leah Ramirez
Pavement Rating QC/QA Team Lead – Senior Pavement Condition Rater Background
As Pavement Rating QC/QA Team Lead and a Senior Pavement Condition Rater for IMS, Ms.

Ramirez is involved with managing our Pavement Rating and QC/QA Teams. Ms. Ramirez’s Pavement Rating and QC/QA Teams include six (6) trained and experienced pavement condition raters. Ms. Ramirez’s Team is responsible for assessing the condition of roadway and parking lot pavements for more that 100 agencies across the United States each year utilizing the automated data collected through the LCMS vehicle. Ms. Ramirez is personally responsible for performing an independent review of all pavement rating project data before final review by an IMS Pavement Engineer.

Education & Registrations
BS, Western Governors University (2021)
AAS, Austin Community College (2004)
Automated Rating OCTA Certified
Previous Work Experience
2020-2020
2006-2020
Applied Research Associates – Civil Engineering Technician II (Contractor) Dynatest Consulting, Inc. – Civil Engineering Technician (Contractor) Project Experience
Agency Year
2018 + 21
2021
2021
2020
2019
2018-2021
2019
Agency
Village of Niles, IL
Henrico County, VA
US DoD Installations (40+)
Prince George’s County, MD
Raleigh Durham Airport, NC
City of Mont Belvieu, TX
Cook County, IL
Year
2017
2017
City of Manhattan, KS
City of Long Beach, CA
Volusia County, FL
City of Lake Forest, CA
City of Lancaster, TX
Chicago MAP (28 agencies)
Village of Lindenhurst, IL
City of Seattle, WA
1997-2018
2008 + 14 + 17
2017
2017
2011 + 16
2012 + 16
2011 + 16
2017
2017
City of Frisco, TX
City of Wichita Falls, TXCity of Dublin, OH
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Don Noah
Senior Pavement Condition Rater
Background
As a Senior Pavement Condition Rater for IMS, Mr. Noah is responsible for rating pavement conditions per ASTM D6433 and other industry standards. He has more than ten (10) years of experience performing automated PCI surveys for local agencies across the United States. In addition, he has served as a pavement condition inspector on more than twenty (20) US Army Corps of Engineers manual pavement condition inspection projects. Mr. Noah has more than twenty-four (24) years of experience with pavement through the Texas Department of Transportation (TxDOT). Prior to retiring from TxDOT, Mr. Noah served as the user coordinator for the Texas roadway reference marker system. He also served as a pavement rater for the TxDOT Pavement Management Information System (PMIS) and he has personally rated more that 20,000 miles of highway pavements across Texas.

Education & Registrations
University of Texas (Attended 1964-66)
TxDOT Certified Pavement Management Information System (PMIS) Pavement Rater (2004-2016) PAVER Certified Rater (2006)
Previous Work Experience
2016-2020
2004-2016
1990-2004
Gorrondona and Associates, Inc. – Senior Pavement Condition Rater and Field Technician Dynatest Consulting, Inc. – Senior Pavement Condition Rater and Field Technician Texas Department of Transportation – Coordinator for Texas Roadway Reference Marker System Project Experience
Agency Year Agency Year
City of Manhattan, KS
City of Long Beach, CA
Volusia County, FL
2018 + 21
2021
2021
City of Frisco, TX
City of Wichita Falls, TX
Village of Niles, IL
2012 + 16
2011 + 16
2015
City of Lake Forest, CA
City of Lancaster, TX
Chicago MAP (28 agencies)
Village of Lindenhurst, IL
City of Seattle, WA
2021
2019
2018-2021
2019
2017
2017
2017
1997-2018
2008 + 14 + 17
2017
City of Alexandria, VA
Village of Schaumburg, IL
Village of Mount Prospect, IL
City of Hamilton, OH
Texas DOT (Statewide)
City of Indianapolis, IN
City of Lebanon, OH
Wisconsin DOT (Friction)
City of Bismarck, ND
City of Mandan, ND
Abbott Park, IL
2013 + 16
2015
2014
2010 + 14
2008 + 09
2013
2013
2013
2013
2013
City of Dublin, OH
Henrico County, VA
US DoD Installations (40+)
Prince George’s County, MD
Raleigh Durham Airport, NC
City of Mont Belvieu, TX
Cook County, IL
2017
2011 + 16
2012
2011City of Naperville, IL
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Toby Homuth
Senior Pavement Condition Rater
Background
As a Senior Pavement Condition Rater for IMS, Mr. Homuth is responsible for rating pavement conditions per ASTM D6433 and other industry standards. He has more than twelve (12) years of experience performing automated PCI surveys for local agencies across the United States. In addition, he has served as a pavement condition inspector on more than forty (40) US Army Corps of Engineers manual pavement condition inspection projects. Mr. Homuth has more than ten (10) years of experience with pavement through the Texas Department of Transportation (TxDOT). Prior to joining IMS, Mr. Homuth served as s a pavement rater for the TxDOT Pavement Management Information System (PMIS) and he has personally rated more than 50,000 miles of highway pavements across Texas.

Previous Work Experience
2019-2020
2016-2019
2008-2016
2000-2008
1994-2000
Pavement Technical Solutions, Inc. – Senior Pavement Rater and Field Technician (Contractor) Gorrondona and Associates, Inc. – Senior Pavement Condition Rater and Field Technician (Contractor) Dynatest Consulting, Inc. – Senior Pavement Condition Rater and Field Technician (Contractor) REBI, Inc. – Pavement and Bridge Inspector (Contractor) Texas Department of Transportation – Field Technician
Education & Registrations
OCTA Certified Rater (2019)
TxDOT Certified Pavement Management Information System (PMIS) Pavement Rater (2004-2016) PAVER Certified Rater (2006)
Project Experience
Agency Year Agency Year
Chicago MAP (28 agencies)
Village of Lindenhurst, IL
City of Seattle, WA
2018-2021
2019
2017
2017
2017
1997-2018
2008 + 14 + 17
2017
2017
2011 + 16
2012 + 16
City of Wichita Falls, TX
Village of Niles, IL
2011 + 16
2015
2013 + 16
2015
City of Alexandria, VA
Village of Schaumburg, IL
Village of Mount Prospect, IL
City of Hamilton, OH
Texas DOT (Statewide)
City of Indianapolis, IN
City of Lebanon, OH
Wisconsin DOT (Friction)
City of Bismarck, ND
City of Dublin, OH
Henrico County, VA
US DoD Installations (40+)
Prince George’s County, MD
Raleigh Durham Airport, NC
City of Mont Belvieu, TX
Cook County, IL
2014
2010 + 14
2008 + 09
2013
2013
2013
City of Frisco, TX 2013
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Pavement Management Plan Agency Submittal
XV. Appendix E – Pavement Management Data Files
The Pavement Management data files shall be submitted to OCTA in spreadsheet format. This must include the following information:
•
•
•
•
•
•
•
•
•
•
•
Street name and limits for all public streets
Street identifiers (Branch ID, Section ID)
Direction (if applicable)
Beginning and ending of each section
Length, widths, and true areas
Functional Classification (MPAH, Local)
Number of travel lanes
PCI and date of inspection
Type of recommended treatment
Cost of recommended treatment
Street geometry as linear features
The Pavement Management data files are attached here on a CD/flash drive, or included as Appendix D XVI. Appendix F – GIS Maps – Current Conditions (Optional) If included, attach and label Appendix E.

P a g e | 20
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City of Lake Forest, CA 2022 Results
¯Legend
PCI
0 - 40
41 - 59
60 - 74
75 - 85
86 - 100
LIMITS
Miles
20 0.25 0.5 1 1.5 Sources: Esri, HERE, Garmin, USGS, Intermap, INCREMENT P, NRCan, Esri Japan, METI, Esri China (Hong Kong), Esri Korea, Esri (Thailand), NGCC, (c) OpenStreetMap contributors, and the GIS User Community
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Attachment 4
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RESOLUTION NO. 2023-__

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

LAKE FOREST, CALIFORNIA, CONCERNING THE STATUS AND UPDATE OF THE PAVEMENT MANAGEMENT PLAN FOR THE MEASURE M (“M2”)

PROGRAM

WHEREAS, the City of Lake Forest is required to meet eligibility requirements and submit eligibility verification packages to Orange County Transportation Authority (OCTA) in order to remain eligible to receive M2 funds; and WHEREAS, the City of Lake Forest is required to adopt and update a Pavement Management Plan (PMP), using the required format, regarding the status of road pavement conditions and implementation of the PMP on a biennial basis; and WHEREAS, the City of Lake Forest is required to provide a plan that manages the pr eservation, rehabilitation, and maintenance of paved roads by analyzing pavement life cycles, assessing overall system performance costs, and determining alternative strategies and costs necessary to improve paved roads.

NOW, THEREFORE, BE IT RESOLVED that the City Council for the City of Lake Forest does hereby inform OCTA that:
a) The PMP is in conformance with the PMP Submittal Template provided in the Countywide Pavement Management Plan Guidelines.
b) The City hereby adopts a PMP and has provided an updated PMP report, using the required format, to OCTA.
c) The Public Works Director, City Engineer or designee is authorized to sign the PMP certification form.

PASSED, APPROVED, AND ADOPTED this __ day of ____ 2023, by the following vote, to wit:

________________________

DOUG CIRBO
MAYOR

ATTEST:

___________________________

LISA BERGLUND
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CITY CLERK

APPROVED AS TO FORM:

___________________________

MATTHEW RICHARDSON

CITY ATTORNEY

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Attachment 5
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RESOLUTION NO. 2023-_____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

LAKE FOREST, CALIFORNIA, CONCERNING THE UPDATE OF THE LOCAL SIGNAL SYNCHRONIZATION PLAN FOR THE MEASURE M (“M2”)

PROGRAM

WHEREAS, the Orange County Transportation Authority has developed the Regional Traffic Signal Synchronization Master Plan to identify traffic signal synchronization street routes and traffic signals within and across jurisdictional boundaries, and defines the means of implementing the Regional Traffic Signal Synchronization Program; and

WHEREAS, the Regional Traffic Signal Synchronization Program requires that local jurisdictions adopt a Local Signal Synchronization Plan consistent with the Regional Traffic Signal Synchronization Master Plan as a key component of local jurisdictions’ efforts to synchronizing traffic signal across local jurisdictions’ boundaries; and

WHEREAS, the Local Signal Synchronization Plan must be updated by June 30, 2023, to continue to be eligible to receive Net Revenues as part of the Measure M2; and

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, DOES HEREBY RESOLVE, AND INFORM OCTA, AS FOLLOWS:

Section 1. The City adopts and maintains a Local Signal Synchronization Plan which includes goals that are consistent with those outlined as part of the Regional Signal Synchronization Master Plan, including signal synchronization across jurisdictions.

Section 2. The Local Signal Synchronization Plan identifies traffic signal synchronization street routes, including all elements of the Regional Signal Synchronization Network located within the City.

Section 3. The Local Signal Synchronization Plan includes the traffic signal inventory for all traffic signal synchronization street routes.

Section 4. The Local Signal Synchronization Plan includes a three-year plan showing capital, operations, and maintenance of signal synchronization along the traffic signal synchronization street routes and traffic signals.

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Section 5. The Local Signal Synchronization Plan includes an update on the status and performance of traffic signal synchronization activities.

Section 6. The Local Signal Synchronization Plan includes a discussion on the review and revision, as may be necessary, on the timing of traffic signals on the traffic signal synchronization street routes.

Section 7. The City Council finds that the subject activity is not a Project within the meaning of the California Environmental Quality Act (CEQA) Guidelines Section 15378 and is therefore not subject to review under CEQA.

Section 8. The City Clerk shall certify the adoption of this Resolution, which shall become effective immediately upon adoption.

[Signatures on following page]
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SIGNATURE PAGE TO RESOLUTION NO. ______

PASSED, APPROVED AND ADOPTED this XXth day of [MONTH] 2023, by the following vote, to wit:

___________________________

DOUG CIRBO
MAYOR
ATTEST:

________________________

LISA BERGLUND

CITY CLERK

APPROVED AS TO FORM:

________________________
MATTHEW E. RICHARDSON

CITY ATTORNEY

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STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS.

CITY OF LAKE FOREST )

I, Lisa Berglund, City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2023-_____ was duly passed and adopted at a regular meeting of the Lake Forest City Council on the XXth day of [MONTH], 2023 by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

__________________________

LISA BERGLUND

CITY CLERK
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/20/2023
DEPARTMENT: Public Works
SUBJECT:

ADOPTION OF LIST OF PROJECTS FUNDED BY SENATE BILL 1: THE ROAD

REPAIR AND ACCOUNTABILITY ACT
RECOMMENDED ACTION(S):

1. Approve Senate Bill 1: The Road Repair and Accountability Act Project List forms for Fiscal Year 2023-24.

2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF LAKE FOREST, CALIFORNIA, CONCERNING THE
LIST OF PROJECTS FOR FISCAL YEAR 2023/24 FUNDED BY SB1:

THE ROAD REPAIR AND ACCOUNTABILITY ACT.

3. Authorize the Director of Public Works to forward the Fiscal Year 2023- 24 project list to the California Transportation Commission, as required under Road Repair and Accountability Act of 2017.

EXECUTIVE SUMMARY:

Senate Bill 1: The Road Repair and Accountability Act (“SB1”), enacted in 2017, established the Road Maintenance and Rehabilitation Account (“RMRA”), a funding source for California’s transportation system intended to address deferred maintenance on state highways and local roadway systems. As part of the SB1 eligibility requirements, the City is required to submit a resolution detailing the City’s road maintenance and rehabilitation projects for the upcoming fiscal year to the California Traffic Commission to qualify to receive SB1 funding.

Slurry seal and resurfacing projects planned for the upcoming fiscal year may be partially or fully funded by SB1 funds. A list of projects to be submitted is provided as Attachment 1. A map of the slurry seal locations is provided as Attachment 2. The Governor’s budget projections in May 2023 anticipated SB1 funding for the City of Lake Forest to be approximately $2,142,695.

Staff recommends the City Council approve the attached Resolution (Attachment 3) and authorize the Public Works Director to forward the Fiscal Year 2023-24 project list to the California Transportation Commission, which would ensure the City remains eligible for the receipt of SB1 funds. The City anticipates receiving approximately $2,142,695, based on population, from the Road Repair and Item: 16
628

Accountability Act (“SB1”) program to fund the City’s annual street resurfacing and slurry seal projects for Fiscal Year 2023-24.

BACKGROUND:

SB1 was passed by the California Legislature and signed into law by Governor Brown on April 28, 2017. SB1 raises over $5 billion per year for transportation infrastructure improvements in the RMRA state fund. SB1 funding is population- based on the following taxes enacted by the law: 12-cent gasoline excise tax, 20 cent diesel fuel excise tax, state transportation improvement fees, and transportation loan repayments. Fiscal Year 2017-18 represented a partial year of funding from these new sources. The City has received a full funding allotment since FY 2018-19 and onward. On October 18, 2017, the California Transportation Commission (“CTC”) adopted the Amended Annual Reporting Guidelines for 2017 Local Streets and Roads Funding related to SB1. To receive funding under the SB1 program, the City must submit a list of projects to the CTC at the beginning of each fiscal year, as well as project expenditure reports at the end of each fiscal year.

DISCUSSION:

To remain eligible for funding, the City is required to submit an initial project list to the CTC by July 1, 2023 (Attachment 1) for the upcoming fiscal year. SB1 allows the City to substitute different projects as necessary during the fiscal year provided it is reported in the project expenditure reports at the end of each fiscal year. Staff will monitor the funding projections and will utilize these program provisions to adjust the City’s projects to match the actual funding available.

The proposed 2023-2030 Capital Improvement Plan (“CIP Plan”) includes $4,680,000 for Street Resurfacing and Slurry Seal projects in Fiscal Year 2023- 24 (Attachment 2). There are two funding sources utilized for the Street Resurfacing and Slurry Seal projects: Measure M2 ($3,668,947), and SB1 ($1,011,053). The Measure M2 funding is based on an Orange County projection. The SB1 funding is based on the Governor’s budget projections at the time of the proposed 2023-2030 CIP budget creation. Because the Governor’s budget is periodically updated, the City may need to adjust the revenue projection for SB1 funds during Fiscal Year 2023-24. The Infrastructure Reserve funding is a portion of one-time funds approved by the City Council. The May 2023 budget projection for SB1 funds is $2,142,695. The Pavement Management Relief Fund is a one-time grant from the federal government administered through OCTA and Caltrans for pavement rehabilitation. Staff will continue to monitor any changes to these funding projections. These funding sources may cover a portion of each project or an entire project.

Item: 16
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The City’s proposed CIP Plan refers to SB1 as a source of funding for the Street Resurfacing and Slurry Seal Projects. SB1 requires that each project include its estimated useful lifespan and a description of its specific location. To ensure the City’s SB1 projects meet the required criteria, the proposed Resolution (Attachment 3) includes the following language adding the estimated useful life, project limits, and construction dates for the following projects:

Annual Slurry Seal, Zone A (PW 2022-05A) - The slurry sealing of non-arterial public streets in Zone A, the neighborhood between Jeronimo Rd. and I-5 Freeway, North of Ridge Route. This project would provide an estimated useful life of 7 to 10 years. Pre-construction design, document preparation and estimating started in June 2023 and is anticipated to be completed in December 2023, with tentative construction start date in January 2024 and tentative end date in July 2024.

Annual Slurry Seal, Zone D (24S01-A) - The slurry sealing of non-arterial public streets in Zone D, the neighborhood between Trabuco Rd. and Portola Parkway, North of Lake Forest Drive. This project would provide an estimated useful life of 7 to 10 years. Pre-construction design, document preparation and estimating has a tentative start date in October 2023 and tentative end date in April 2024.

Road Rehabilitation and Slurry Seal, Jeronimo Road and Muirlands Boulevard (PW 2021-05B) - This road rehabilitation and slurry seal project would spot repair streets and slurry seal the entire length of the project boundary, generally from Los Alisos to Bake Parkway. This project would provide an estimated useful life of 10 to 15 years. The construction tentative start date is in October 2023 and tentative end date in April 2024. This project will also be partially funded through the Pavement Management Relief Funding (PMRF) Program.

Pre-construction design, document preparation and estimating tentative start date is in October 2023 and is anticipated to be completed in April 2024.

Street Resurfacing: Trabuco Road from Peachwood to Bake Parkway (24S01-B) - This road rehabilitation project would grind and overlay Trabuco Road from Peachwood to Bake Parkway. This project would provide an estimated useful life of 10 to 15 years. Pre-construction design, document preparation and estimating started in November 2022 and is anticipated to be completed in August 2023, with tentative construction start date in October 2023 and tentative end date in April 2024.

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Street Resurfacing: portions of Lake Forest Drive from Bake Parkway to I-5 Freeway (PW 2022-05D) - This road rehabilitation project would grind and overlay portions of Lake Forest Drive from Bake Parkway to I-5 Freeway. This project would provide an estimated useful life of 10 to 15 years. Pre-construction design, document preparation and estimating started in February 2023 and is anticipated to be completed in October 2023, with tentative construction start date in October 2024 and tentative end date in April 2025.

Street Resurfacing: portions of El Toro Road from Glenn Ranch Road to I-5 Freeway (PW 2022-05E) - The road rehabilitation project would grind and overlay portions of Lake Forest Drive from Bake Parkway to I-5 Freeway. This project would provide an estimated useful life of 10 to 15 years. Pre-construction design, document preparation and estimating tentative start date is in October 2023 and is anticipated to be completed in April 2024.

Street Resurfacing: portions of Bake Parkway from Rancho Parkway South to South Pointe Drive (PW 2022-05F) - The road rehabilitation project would grind and overlay portions of Bake Parkway from Rancho Parkway South to South Pointe Drive. This project would provide an estimated useful life of 10 to 15 years. Pre-construction design, document preparation and estimating tentative start date is in June 2023 and is anticipated to be completed in February 2024.

SB1 allows the City to substitute different projects as necessary during the fiscal year, provided it is reported in the project expenditure reports at the end of each fiscal year. Staff recommends the City Council approve the attached Resolution (Attachment 3) and authorize the Public Works Director to forward the Fiscal Year 2023-24 project list to the California Transportation Commission, which would ensure the City remains eligible for the receipt of SB1 funds. The proposed resolution has been approved as to form by the City Attorney’s Office.

FISCAL IMPACT:

There is a positive fiscal impact associated with the recommended actions. The City anticipates receiving approximately $2,142,695, based on population, from the Road Repair and Accountability Act (“SB1”) program to fund the City’s annual street resurfacing and slurry seal projects for Fiscal Year 2023-24. This resolution is a requirement to receive SB1 funds.

ATTACHMENTS:

1. CTC SB1 Proposed Project List Forms
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2. Street Resurfacing and Slurry Seal page from the Proposed 2023-2030 Capital Improvement Plan

3. Proposed SB 1 Resolution
Initiated By: Nazila Mokarram, Principal Civil Engineer Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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Attachment 1
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Submittal Report
LSR-C15-FY23/24-5469-001
FY 23/24
Submittal Details
Program Agency Date Created Date Submitted Date Approved Local Streets and Roads Program
Address
City of Lake Forest 06/07/2023
State
06/07/2023
Zip Code
92630
City
100 Civic Center Dr
Contact
Lake Forest CA
Contact Title
Naz Mokarram
Contact Phone
(949) 461-3490
Avg. Network PCI
77 Principal Civil Engineer
Contact Email
[email protected]
Measurement Date
7/2022
Support Documentation Additional Information
Draft Resolution and Project List - Will be brought to City Council June 20th, 2023 meeting for action
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Project Details
Est. Schedule Useful Life
Priority
StatusTitle Description Location Component Start Complete Min Max Assem Senate Road Jeronimo Road from Los Alisos to
Bake Parkway and Muirlands
Road from Los Alisos to Bake
Parkway
10/2023 04/2024Carried Over
22/23Rehabilitation
and Slurry Seal,
Jeronimo and
Muirlands
This project will include: Pavement Rehab/Repair (Existing) Construction 10 15 15 68 37
Street This project will include: Cost Estimating, Document Preparation, Pavement Rehab/Repair (Existing), Project
Scope Development
Pre-
Construction
and
11/2022
10/2023
08/2023
04/2024
Trabuco Road from Peachwood
to Bake Parkway
Carried Over
21/22Resurfacing:

Trabuco Road
from
10 10
10 10
68 37
37 37
37 Construction
Peachwood to
Bake Parkway
Street Pre-
Construction
and
02/2023
10/2024
10/2023
04/2025
This project will include: Cost Estimating, Document
Preparation, Preliminary Design
Portions of Lake Forest from Bake
Pkwy to I-5 Fwy
Carried Over
22/23Resurfacing:
portions of
Lake Forest
from Bake Pkwy
to I-5 Fwy
15 15
15 68
68 68
Construction
Street 04/2023
06/2023
10/2023
02/2024
This project will include: Cost Estimating, Document
Preparation, Preliminary Design
Portions of El Toro Rd from Glenn
Ranch Rd to I-5 Fwy
Pre-
Construction
Carried Over
22/23Resurfacing:
portions of El
Toro Rd from
Glenn Ranch Rd
to I-5
Street Bake Parkway from Rancho
Parkway South to South Pointe
Drive
This project will include: Cost Estimating, Document
Preparation, Preliminary Design
Pre-
Construction
Carried Over
22/23Resurfacing:
portions of
Bake Pkwy from
Rancho
Parkway South
to South Pointe
Drive
This project will include: Cost Estimating, Document
Preparation, Pavement Rehab/Repair (Existing), Preliminary Design
Non-Arterial Streets Zone A, the
neighborhood between Jeronimo
and I-5 north of Ridge Route.

Pre-
Construction
and
06/2023
01/2024
12/2023
07/2024
Annual Slurry
Seal, Zone A
Carried Over
22/23 7 10
15 68
68 37
37 Construction
Street 04/2023 10/2023This project will include: Cost Estimating, Document Preparation, Preliminary Design
El Toro Road from Jeronimo to
Trabuco
Pre-
Construction
Carried Over
22/23Resurfacing: El
Toro from
Jeronimo to
Trabuco
10 Neighborhood between Trabuco
Rd. and Portola Parkway, North of
Lake Forest Drive.
10/2023 04/2024Annual Slurry
Seal, Zone D
This project will include: Cost Estimating, Document
Preparation, Project Scope Development
Pre-
Construction New 23/24 7 10 68 37
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ATTACHMENT 2
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PROJECT NUMBER: 24S01 / 25S01
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Street Improvements
PROJECT NAME: Street Resurfacing and Slurry Seal Projects PURPOSE:

Strategic Plan Initiative: SP#62
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 2. Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods
Strategic Plan Strategy: a) Enhance the City’s overall visual character, maintain City assets and proactively reinvest in southwest Lake Forest.

PROJECT DESCRIPTION:

This project provides asphalt overlays on arterial roadways and slurry seals on collector and residential streets as determined by the Pavement Management System. The system is designed to avoid expensive deferred maintenance.

Conformance with the system makes the City eligible for Measure M funding. In FY 2023-24 residential streets in Zone D will be slurried. In FY 2024-25 residential streets in Zone E will be slurried. In FY 2023-24 Trabuco from Bake to Peachwood, and Lake Forest Drive from Lake Forest Drive to Portola Parkway will be resurfaced. In FY 2024-25 and Lake Forest Drive from Fernleaf to Serrano Road will be resurfaced. Maintaining a "Good" Pavement Condition Index, helps to sustain the quality of the pavement in the City and extend the useful life.

Project LocationProject Locations

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FY FY FY FY FY
2023/24 2024/25 2025/26 2026/27 2027/28
Acquisition R/W
Pre-Design
Design
Const. Support 335,000$ 750,000$ 400,000$ 400,000$ 400,000$ Construction 3,950,000$ 5,100,000$ 3,300,000$ 3,300,000$ 3,300,000$ Miscellaneous
Contingency 395,000$ 510,000$ 300,000$ 300,000$ 300,000$ Total Estimate 4,680,000$ 6,360,000$ 4,000,000$ 4,000,000$ 4,000,000$

FY FY FY FY FY
2023/24 2024/25 2025/26 2026/27 2027/28
Measue M2
Fairshare 3,668,947$ 1,962,680$ 1,900,000$ 1,900,000$ 1,900,000$ Gas Tax - Road
Maintenance Rehab
Account (SB1) 1,011,053$ 4,116,500$ 2,100,000$ 2,100,000$ 2,100,000$ Gas Tax
City Road
Infrastructure Fund -$ 280,820$ -$ -$ -$ Total Revenue 4,680,000$ 6,360,000$ 4,000,000$ 4,000,000$ 4,000,000$ FY FY
2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support 400,000$ 400,000$ 3,085,000$ Construction 3,300,000$ 3,300,000$ 25,550,000$
Miscellaneous
Contingency 300,000$ 300,000$ 2,405,000$
Total Estimate 4,000,000$ 4,000,000$ 31,040,000$
FY FY
2026/27 2027/28
Measue M2
Fairshare 1,900,000$ 1,900,000$ 15,131,627$ Gas Tax - Road Maintenance Rehab
Account 2,100,000$ 2,100,000$ 15,627,553$
Gas Tax
City Road
Infrastructure Fund -$ -$ 280,820$ Total Revenue 4,000,000$ 4,000,000$ 31,040,000$

NO PRIOR YEAR FUNDING
ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs over the life of the pavement by an estimated average of 30% (Source: American Public Works Association). Recurring resurfacing also reduces risk management costs.

Funding Source TOTAL

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

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Attachment 3
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5 2
2 3
2 RESOLUTION NO. 2023-__

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

LAKE FOREST, CALIFORNIA, CONCERNING THE LIST OF
PROJECTS FOR FISCAL YEAR 2023/24 FUNDED BY SB1:

THE ROAD REPAIR AND ACCOUNTABILITY ACT.

WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and signed into law by the Governor in April 2017 in order to address the significant multi-modal transportation funding shortfalls statewide; and WHEREAS, SB 1 includes accountability and transparency provisions that will ensure the residents of the City of Lake Forest (“City”) are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and
WHEREAS, the City must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and
WHEREAS, the City, will receive and estimated $2,142,695 in Road Maintenance and Rehabilitation Account funding in Fiscal Year 2023/24 from SB 1; and
WHEREAS, the City used a Pavement Management System to
develop the SB 1 project list to ensure revenues are being used on the most high-priority and cost-effective projects that also meet the community’s priorities for transportation investment; and
WHEREAS, the funding from SB 1 will help the City maintain and rehabilitate the 170 centerline miles of streets; and
WHEREAS, the City’s 2021 Pavement Management Report found that the City’s streets and roads are in a “good” condition and this revenue will help maintain the overall quality of our road system and over the next decade will maintain the City streets and roads in a “good” condition; and maintaining and preserving the local street and road system in good condition will reduce drive times, traffic congestion, improve bicycle safety, and make the pedestrian experience safer; and
WHEREAS, the SB 1 project list and overall investment in our local streets and roads infrastructure, with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge Item: 16
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5 2
2 3
2 technology, materials and practices, will have significant positive co-benefits statewide; and

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF

LAKE FOREST, CALIFORNIA DOES HEREBY RESOLVE, AND

INFORM CALIFORNIA TRANSPORTATION COMMISSION, AS
FOLLOWS:

Section 1. The foregoing recitals are true and correct.

Section 2. The approved Capital Improvement Project budget for fiscal year 2023/24 incorporates the following list of projects to be funded with Road Maintenance and Rehabilitation Account revenues:

Annual Slurry Seal, Zone A (PW 2022-05A) - The slurry sealing of non-arterial public streets in Zone A, the neighborhood between Jeronimo Rd. and I-5 Freeway, North of Ridge Route. This project would provide an estimated useful life of 7 to 10 years. Pre- construction design, document preparation and estimating started in June 2023 and is anticipated to be completed in December 2023, with tentative construction start date in January 2024 and tentative end date in July 2024.

Annual Slurry Seal, Zone D (24S01-A) - The slurry sealing of non- arterial public streets in Zone D, the neighborhood between Trabuco Rd. and Portola Parkway, North of Lake Forest Drive. This project would provide an estimated useful life of 7 to 10 years. Pre- construction design, document preparation and estimating has a tentative start date in October 2023 and tentative end date in April 2024.

Road Rehabilitation and Slurry Seal, Jeronimo and Muirlands (PW 2021-05B) The road rehabilitation and slurry seal project would spot repair streets and then slurry seal the entire length of the projects, generally from Los Alisos to Bake Parkway. This project would provide an estimated useful life of 10 to 15 years. The construction tentative start date is in October 2023 and tentative end date in April 2024. This project will also be partially funded through the Pavement Management Relief Funding (PMRF) Program.

Street Resurfacing: El Toro from Jeronimo to Trabuco (PW 2022-05B) - This road rehabilitation project would grind and overlay El Toro Road from Jeronimo to Trabuco. This project would provide an estimated useful life of 10 to 15 years. Pre-construction design, document preparation and estimating tentative start date is in October 2023 and is anticipated to be completed in April 2024.

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2 Street Resurfacing: Trabuco Road from Peachwood to Bake Pkwy (24S01-B) - The road rehabilitation project would grind and overlay Trabuco Road from Peachwood to Bake Pkwy. This project would provide an estimated useful life of 10 to 15 years. Pre- construction design, document preparation and estimating started in November 2022 and is anticipated to be completed in August 2023, with tentative construction start date in October 2023 and tentative end date in April 2024.

Street Resurfacing: portions of Lake Forest from Bake Pkwy to I-5 Fwy (25S01-B) - The road rehabilitation project would grind and overlay portions of Lake Forest Drive from Bake Pkwy to I-5 Fwy.

This project would provide an estimated useful life of 10 to 15 years.

Pre-construction design, document preparation and estimating started in February 2023 and is anticipated to be completed in October 2023, with tentative construction start date in October 2024 and tentative end date in April 2025.

Street Resurfacing: portions of El Toro Rd from Glenn Ranch Rd to I-5 - The road rehabilitation project would grind and overlay portions of Lake Forest Drive from Bake Pkwy to I-5 Fwy. This project would provide an estimated useful life of 10 to 15 years. Pre- construction design, document preparation and estimating tentative start date is in October 2023 and is anticipated to be completed in April 2024.

Street Resurfacing: portions of Bake Pkwy from Rancho Pkwy South to South Pointe Dr - The road rehabilitation project would grind and overlay portions of Bake Parkway from Rancho Pkwy South to South Pointe Dr (design only). This project would provide an estimated useful life of 10 to 15 years. Pre-construction design, document preparation and estimating tentative start date is in June 2023 and is anticipated to be completed in February 2024.

Section 5. This Resolution shall become effective upon the date of its adoption.
[Signatures on following page]
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2 PASSED, APPROVED AND ADOPTED this ____ day of June 2023. ________________________

DOUG CIRBO
MAYOR
ATTEST:
____________________________________

LISA BERGLUND

CITY CLERK
APPROVED AS TO FORM:
____________________________________
MATTHEW E. RICHARDSON

CITY ATTORNEY
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2 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. 2021-_____ was duly passed and adopted by the City Council at a regular meeting thereof, held on the ____ day of June, 2021, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:
________________________

LISA BERGLUND

CITY CLERK
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/20/2023
DEPARTMENT: Economic Development
SUBJECT:

CONSIDERATION OF CONTRACTUAL SERVICES AGREEMENTS WITH THE

LAKE FOREST CHAMBER OF COMMERCE
RECOMMENDED ACTION(S):

1. Approve a Contractual Services Agreement between the City of Lake Forest and Lake Forest Chamber of Commerce for Business Development and Attraction services in the amount of $27,000 for Fiscal Year 2023-24.

2. Authorize the Mayor to sign, and the City Clerk to attest, the Contractual Services Agreement between the City and the Lake Forest Chamber of Commerce.

3. Provide direction for a potential Pilot Agreement between the City of Lake Forest and the Lake Forest Chamber of Commerce for specific events and services for Fiscal Year 2023-24.

EXECUTIVE SUMMARY:

The City’s Contractual Services Agreement (“Current Agreement”) with the Lake Forest Chamber of Commerce (“Chamber”) expires on June 30, 2023. The Current Agreement requires the Chamber to implement specific programs and events to assist with the City’s business development and attraction goals. The Lake Forest Chamber of Commerce Ad-Hoc Committee (“Ad-Hoc Committee”) met to analyze and provide a recommendation for Fiscal Year (“FY”) 2023-24 events and services.

To replace the Current Agreement, which is set to expire at the end of this month, staff is recommending the City Council approve the proposed Contractual Services Agreement covering FY 2023-24 (“New Agreement”). The New Agreement includes $27,000 in compensation to cover the costs of providing the events and services outlined in the Scope of Services. This compensation amount is intended to cover expenses associated with business events and seminars. Staff recommends the City Council approve the New Agreement between the City of Lake Forest and the Chamber for Business Development and Attraction Services in the amount of $27,000 for FY 2023-24.

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The Ad-Hoc Committee also recommends the formation of a separate Pilot Services Agreement (“Pilot Agreement”). The Pilot Agreement would be a new contract between the City and Chamber that includes new events and services to be implemented. The Pilot Agreement would allow for the City to test and evaluate the feasibility, effectiveness, and impact of the new services before implementing them on a larger scale. The Pilot Agreement would run concurrently with the New Agreement and would expire June 30, 2024. The Pilot Agreement could include the following three services: Beer and Wine Gardens at Concerts in the Park, Business Appreciation Luncheon, and a new event. Staff recommends that upon providing feedback about the proposed Pilot Agreement to staff, the City Council exercise discretion in authorizing the City Manager to enter into the Pilot Agreement pursuant to the City Manager’s signing authority outlined in the City’s Purchasing and Contracting Guidelines (“Purchasing Guidelines”).

The 2023-2025 Operating Budget includes sufficient funding to cover the costs of the recommended actions.

BACKGROUND:

Since January 2010, the City, on an annual basis, has entered into an agreement with the Chamber for business services. The arrangement has proven effective in reinforcing the City’s business development and attraction goals and providing a wider range of business events and services. As part of its contractual relationship with the City, the Chamber plans and implements cosponsored business events, and actively promotes Lake Forest businesses. Additionally, the Chamber promotes the City’s business resources on its website via e-mails to members and in business packets distributed to new and prospective members throughout the year.

Ad-Hoc Committee:

On June 1, 2021, the City Council voted to form Ad-Hoc Committee (Attachment 1). The Ad-Hoc Committee was formed to serve as a liaison to the Chamber of Commerce Board of Directors as well as to review the contractual performance indicators on a periodic basis.

Current Partnership and FY 2022-23 Achievements:

Over the past thirteen years, the City and Chamber have collaborated on business seminars, enhanced marketing and promotional tools, as well as strategies to address the growth and expansion needs of Lake Forest businesses. The City Council awarded the Chamber $20,000 for FY 2022-23 to Item: 17
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assist the City in its efforts to attract and retain business enterprises and promote the City’s positive business environment.

Table 1: FY 2022-2023 Agreement Performance Summary
Event/Service Date Approximate # of
Attendees
Legislative Luncheon July 8, 2022 175
Business Mixer (October) October 20, 2022 65
New Business Reception January 18, 2023 70
Social Media Workshop February 23, 2023 80
State of the City March 22, 2023 185
Business Mixer (May) May 17, 2023 50
Job Fair June 2, 2023 50
Signature Business Event June 9, 2023 70
Promotion of Online
Seminars & Events
Ongoing N/A
In addition to the events listed in Table 1, the Chamber also hosted its annual Elf Yourself Charity 5k, promoted the City's Shop & Dine Community Gift Card Program, continued its Lunch and Learn series, hosted in-person and virtual business networking mixers, and assisted the business community with answering questions related to loan/grant applications, personal protection equipment (COVID-19 mitigation), and more. The Chamber provided staff with the entire list of completed programs and accomplishments, which is attached for the City Council’s review (Attachment 2).

DISCUSSION:

The Chamber assists Economic Development staff with event programming efforts and helps advance the goals of the City’s Business Development and Attraction Program. Starting in 2010, the City’s annual contracts with the Chamber have included event planning, marketing the City’s positive business climate, and business networking opportunities.

Chamber Proposal for FY 2023-24:

The Chamber desires to continue providing business services to the City in FY 2023-24. Consequently, and consistent with past practice, the Chamber prepared a Business Proposal (“Proposal”) for consideration (Attachment 3). The Proposal identifies the Chamber’s priorities and goals for the upcoming fiscal year. The Chamber’s goals include fundraising, augmenting tools and resources that help Lake Forest businesses grow their operations (e.g., leadership and mentorship Item: 17
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programs), expanding business education programs, and undertaking activities that contribute to overall economic prosperity in Lake Forest.

The Ad-Hoc Committee met on Friday, May 12, 2023 to discuss the FY 2023-24 Proposal. It concluded the Chamber met or exceeded its obligations in the Current Agreement and provided excellent service to the City and the business community in support of economic development efforts. Additionally, the Ad Hoc Committee recommended dividing events and services into two separate agreements.

Proposed Contractual Services Agreement:

The Scope of Services in the New Agreement outlines the roles and responsibilities of the Chamber and City in fulfillment of these efforts. The terms are generally the same as those contained in the Current Agreement with some adjustments. The proposed FY 2023-24 Agreement Scope of Services and allocations of City funds per event are outlined in Table 2 below:

Table 2: FY 2023-24 Proposed Scope of Services
Event/Service City Contribution
Tri Chamber Business Mixer $2,100
State of the City $8,500
Legislative Luncheon $3,800
Business Seminar & Exp $4,500
New Business Reception $1,700
Social Media Workshop $1,700
Lake Forest Career Workshop $3,700
Elf Yourself 5K Charity Run Use of Sports Park, barricades, & ad in Leaflet
Chamber Board Meetings Quarterly Use of Hickory
Conference Room
Facebook Lives $500
Promotion of Online Seminars & Events $500
Total: $27,000
The Ad-Hoc Committee also agreed to provide the Chamber with Community Center rooms for the events listed in Table 2 at no charge. The costs of rooms represent an in-kind donation valued at approximately $16,000. The Scope of Services and the New Agreement are attached for the City Council’s consideration (Attachment 4).

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Career Workshop:

In its proposal, the Chamber included hosting a Career Workshop. The Career Workshop would be an interactive event designed to provide individuals with guidance, information, and practical skills related to their career development and employment prospects. It aims to help participants explore career options, acquire job search strategies, develop professional skills, and make informed decisions about their career paths. This Career Workshop may feature career counselors, human resources professionals, industry experts, or organizations specializing in career development. The City/Chamber anticipates alternating between a career workshops and job fair in future annual service contracts.

Proposed Pilot Agreement:

The Ad-Hoc Committee discussed initiating a Pilot Agreement for FY 2023-24 to augment the City’s business recognition services and allow the Chamber the opportunity to fundraise. At their meeting on May 12, 2023, the Ad-Hoc Committee was in favor of enlisting the Chamber to provide the Business Appreciation Luncheon and Beer and Wine Gardens at Concerts in the Park. The tasks for the Chamber regarding the Business Appreciation Luncheon would include providing catered food, decoration, table centerpieces, tablecloths, plates, silverware, etc. The City would remain responsible for securing a keynote speaker and producing all invitations for the event. Tasks for the Chamber in regard to the Beer and Wine Gardens would include securing a canopy, rentals for inside the garden, and beverages. The proposed Scope of Services in the Pilot Agreement and related costs are described in Table 3 below.

Table 3: FY 2023-24 Proposed Pilot Services Agreement
Event/Service City Contribution
Beer & Wine Gardens $6,000 ($2,000 per Concert in
the Park)
Business Appreciation Luncheon $15,000
The Pilot Agreement is attached for the City Council’s consideration (Attachment 5).

After the Ad Hoc Committee meeting, staff presented the results of the meeting to the Chamber and engaged in discussions about event planning. The Chamber respectfully requests the City Council authorize adding funding for a new event in the proposed Pilot Agreement that was not discussed in detail at that May 12, 2023, meeting of the Ad-Hoc Committee. This funding request, in addition to the Business Appreciation Luncheon and the Beer and Wine Gardens at Concerts in the Park, includes $1,250 plus the use of the Civic Center ballrooms and atrium, Item: 17
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or the Sports Park and Recreation Center. Staff is requesting the City Council provide direction on whether to include this stipulation in the Pilot Agreement. If the City Council authorizes the additional event, staff recommends the City Council exercise discretion in authorizing the City Manager to enter into the Pilot Agreement pursuant to the City Manager’s signing authority outlined in the City’s Purchasing Guidelines.

Conclusion:

The City’s partnership with the Lake Forest Chamber of Commerce provides enhanced promotion of the City’s Business Development and Attraction Program and allows the City to reach a greater number of Lake Forest businesses. The collaborative partnership provides the Lake Forest business community with greater access to seminars, events, and resources to facilitate growth and expansion. If approved, staff would actively engage with Chamber leadership to ensure the successful implementation of the New Agreement and Pilot Agreement. Staff worked with the City Attorney’s office to prepare the proposed New Agreement for FY 2023-24. At this time, staff recommends the City Council approve the New Agreement with the Chamber.

Staff also recommends the City Council provide direction regarding the proposed Pilot Agreement.

FISCAL IMPACT:

The proposed New Agreement with the Chamber includes a one-year term with a not-to-exceed compensation amount of $27,000. The proposed Pilot Agreement includes two events with a total cost of $21,000. The proposed 2023-2025 Operating Budget includes sufficient funds to cover the cost of the recommended actions.

ATTACHMENTS:

1. Meeting Minute Excerpt - June 1, 2021, City Council Meeting

2. Lake Forest Chamber of Commerce Annual Report

3. Lake Forest Chamber of Commerce Business Development Proposal

4. Lake Forest Chamber of Commerce Contractual Services Agreement FY 2023-24

5. Draft Scope of Services - Pilot Services Agreement FY 2023-24 Initiated By: Hope Hairrell, Management Assistant
Submitted By: Keith Neves, Assistant City Manager
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Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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LAKE FOREST CITY COUNCIL MINUTE EXCERPT PREPARED BY THE OFFICE OF THE CITY CLERK JUNE 1, 2021
Page No. 1

MINUTE EXCERPT

LAKE FOREST REGULAR CITY COUNCIL MEETING
JUNE 1, 2021, ITEM 15
____________________________________________________________

15. CONTRACTUAL SERVICES AGREEMENT WITH THE LAKE FOREST

CHAMBER OF COMMERCE

There were no public comments on this item.

City Manager Rose introduced this item.

Senior Management Grijalva gave a presentation and summarized the item.

Questions were asked and answered by staff.

MOTION: It was moved by Council Member Tettemer seconded by Council Member Moatazedi to approve $16,000 in contractual services for fiscal year 2021-2022 between the City and the Lake Forest Chamber of Commerce. All other requested funding can be discussed in the future with an Ad hoc Committee of the Council. The city’s budget can be amended at a later time, if necessary. The motion passed 5/0.

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ATTACHMENT 2
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May01, 2023
LakeForest Chamberof CommerceAnnual ReportReportingperiodMay1, 2022- June1, 2023 GoalsandObjectives:TheLakeForest Chamber of Commerceaccomplishedthefollowingtowardsitscontinuedgrowthanddevelopment initiatives:

ExecutiveBoardandOfficeStaff Organization:

Annual executiveboardmember electionswereheldandseveral newboardmembersalongwithseveralnewpositionstotheboardwereadded. Titlechangestotheboardpositionswerealsoimplementedthisyear.

Over thepast several years, thechamber haspositioneditself for futuregrowthandhastakenonadditional eventsandcommitmentsthat requiretheuseof paidstaff. Thisyear theboardhaselectedtostaff anhourlypaidpositiontoincreasemembershipgrowthandchamber outreach, whichisslatedforthissummer. TheChamber alsoupdateditsBylaws.

The2022-2023LFCCExecutiveBoard:CEO/President: MaryVisconteChairmanof theBoard: SteveSmithChairmanof theBoardElect: VacantTreasurer: ConnieVisconteDesignatedFinancial Chair: JeremyOlsonSecretary: Janet BergerMembershipDirector: RandyWeiskittelHospitalityMembershipSalesCoordinator: Jeff PatrickChief Ambassador: DianaRamirezTechnologyDirector: AndrewBrenhaugCorporateLiaisonDirector: VacantGovernment AffairsDirector: Jeff BottDigital MediaDirector: VacantCommunicationDirector: IldikoTakata(OnLeave) LFCCPaidOfficeStaff:CEO/President: MaryVisconteExecutiveAssistant/OfficeManager: NatashaPatrickMemberRelationsCoordinator: PaidpositiontobefilledlaterMembershipat LargeDirector: LisaAllen Item: 17
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Membership:

TheChamber hascontinuedemphasisonMembershipandinturnparticipationhasincreasedthispast fiscalyear. Webelieveopportunitiesfromthecitythat allowtheChamber tobemoreinvolvedwiththepublicattributetoour increasedmembershipandwewouldurgethecitytocontinueworkingwithusoneconomicprogramssuchastheMoneyMatch.

TheChambercurrent membershipasof May1, 2023, is: 265
Digital Media:

TheChamber continuestoupdateandutilizeitsnewwebsitesinceitsinceptioninApril 2020. Social mediaisalsoheavilymarketedfor theChamber, itsmembers, andthepartnershipwiththecity. Examplesofmarketingthroughthedigital mediaplatformaremember discounts, upcomingeventsfor theChamber,upcominglocal Cityevents, newmembershipsandmembersthat renew.

PlatformssuchasFacebook, Instagram, LinkedIn, andtheChamber websiteareusedmultipletimes, everyday. Withthehelpof our staff, theChamber Instagramhasgrown tohaveover 1000followers, whiletheFacebookpageisnearing2000followers. Our constant useof social mediaanddigital mediamarketingisincreasingour onlinefootprint andexposuretothecommunity. TheChamber putsalot of effort, energy, &fundstowardsitsdigital marketingcampaign. TheChamber alsoproducesadigital quarterlynewsletterhighlightingmember promotionsandannouncements4timesayear. TheChamber alsoputsout weeklyCEO/Chairmanof theBoardemail messages/e-Blast(s) full of upcomingevents, businessresources,businesstips, &moreat arateof 52timesayear! TheChamber will alsosendout additional e-Blast(s) ifimportant eventsarecomingupthat requirefurther marketing.

ChamberEvents:TheLakeForest Chamber hashostedandexecutedthefollowingeventsfor thecontract periodof May2022toJune2023:RibbonCuttings:TheChamber offersribboncuttingsfor newmembersthat areopeninganewbusinessinthecityandforcurrent memberswhowouldliketocelebrateakeyaccomplishment withtheir business. Thisisofferedasoneof themanymembershipbenefitsasit helpstopromotethebusiness, themembers, theChamber, andtheCityof LakeForest.

RibbonCuttingEventsfor2022-2023:
● Center Bar &Grill● SevenFallsSpa● 3rdPlaceCoffee● PhoSo1● Board&Brew● StretchLab● SDACreative● DeLucia’sItalianRestaurant● Advantest Solutions● El ToroMailboxes● PhoAkaushi● RowHouse ● VisitingAngels● CurryPizzaHouse● OCClerk-Recorder Passport Services● RebornCabinets● AdvanceAutoParts● FreedomVillage● MarqueUrgent Care Item: 17
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MixersandNetworkingEvents:TheChamber offersmembersachancetohighlight their businessbygivingthemtheopportunitytobethehost tooneof themonthlynetworkingeventsslatedbytheChamber. Most of thesenetworkingeventshappenintheeveningfor about twohours.

Hostingabusinessmixer isanother tremendousbenefit theChamber offerstoitsmembers. It givesthemembersanopportunitytodisplaytheir businesstoover 300businesses, generateleads, andgainvisibilityinthecity. TheChamber managesthemarketingandtheregistrationof thehostedeventsandofferstheseadditional membershipbenefitstoanybusinessthat wouldliketohost anetworkingmixer:
● CompanylogorecognitionasEvent Host ontheChamber website● CompanylogoandlinkrecognitionasEvent Host ontheChamber’sextensiveemail advertisingcampaign● Extensivesocial mediapromotionleadinguptotheevent● Opportunityfor two-minutepresentationat themixer● Tabletopdisplayinaprominent, high-visibilitylocationat theevent● Copyof all businesscardscollectedat theevent● Companyspotlight intheChamber’se-newsletterTheChamber alsohostsamixer withtheCityof LakeForest aspart of itscontractual agreement. Thisishostedat thenewCityHall. Thisalsoprovidesthecitytheopportunitytomarket it facilitiestothebusinesssector for revenuegainingopportunities.TheChamber alsocollaborateswithseveral local chambersintheareatoput mixers/events. Thisisaterrificopportunityfor additional exposure, revenue, andpartnershipswiththeneighboringcitiesaswell asaddedbenefitsfor itsmembers Digital MediaEvents:TheChamber continuestoutilizeitsdigital marketingtoprovideadditional benefitstoitsmembersandincreaseitsexposureinthecity. TheChamber hostedseveral eventsusingitsdigital mediamarketingplatform.

Digital mediaeventsforthecontract yearof 2022-2023:
● Social MediaWorkshops: Thisprovidesthemembersanopportunitytomeet andlearnfromexpertsonhowtousedigital mediatohelpincreasetheir businessexposure● FacebookLiveInterviews: Thisprovidesmembersanopportunitytolearnfrombusinessexpertsontopicssuchasmarketing, legislativeissues, andother pertinent businesstopicsthat themembershipgetsanopportunitytorequest astopicstheywant tohear. Thesehappenbi-weeklyandareadvertisedonall our platforms.● Digital MediaTraining&Seminars: TheChamber offeredmanytopicssuchas: BusinessPlans,MarketingPlans, MarketingTips&Tricks, Social MediaPlans, &BusinessStrategy. Weaverage500+viewsfor our broadcasts. TheChamber utilizeditsSocial Mediasplatformstobroadcast.

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ContractedChamber/CityCollaborativeAnnual Events:

TheCityof LakeForest, theEconomicDevelopment Department, theCityCouncil Members, andtheCityManager'sOfficecollaboratewiththeLakeForest Chamber of Commercetopresent several marqueeeventsthroughout theyear.

Thisprovidesthemembersmanyadditional benefitsaswell asgivesthemtheopportunitytomeet withtheir electedofficialsandcitystaff. ThepartnershipwiththeCityof LakeForest andtheChamber hasbeenverysuccessful year after year. TheChamber looksforwardtoacontinuedlong-termpartnershipandappreciatesall theeffortsthecityputsforthfor itsmembers.

Contractedeventsfor2022-2023:
● BusinessMixer● BusinessSeminar &Expo● NewBusinessReception● Social MediaWorkshop● Stateof theCity● LegislativeLuncheon● JobFair ChamberHostedTitleEventsandAdditional HostedEvents:TheChamber offersevenmorebenefitstoitsmembersandthelocal communitybyhostingseveral titleeventsthroughout theyear. TheChamber continuestodiscusswithitsboardonnewideasandeventsthatincreaseexposurefor theChamber, itsmembersandthecity.

TitleEventsfor2022-2023:● LegislativeUpdates● Elf Yourself Charity5K● FacebookLiveeducational/interviewseries Additional ChamberSponsoredEventsfor2022-2023included:● PartneredwithSBDCtoassist businesseswithavailableresources● Wecontinuedour LunchandLearnSeriesviaFacebookandinperson● WehostedVirtual BusinessNetworking● Wepartneredwiththecitytomarket andpromotetheMoneyMatchprogramwithour street team● Our websiteoffersacommunitycalendar for event postingsandnowwill offer marketingopportunitiesfor our members.● SCORESeminar TrainingEvents● Continuededucationfor our CEO: W.A.C.E., C.C.C.O.C., andonlinetraining● QuadChamber Mixer Seriesandother multi-chamber mixers Item: 17
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Financial Summary:TheChamber hasbeenrunningadeficit most monthsduringthepandemic. TheChamber isgoingtoput abigemphasisonincreasingmembershipandincreasingsponsorships. TheChamber isworkingonsomeneweventstohelpmarket theChamber brandandcontinuetoprovidebenefitsfor itsmembers.Asof March30 th
, 2022, thefinancial summaryfortheLakeForest Chamber:Current Period(March2023) Profit/Loss: -$10,127.58Fiscal Year total March2023Profit/Loss: -$9,511.59WhileCovidisnolonger adetriment totheChamber’soperations, theramificationsarestill affectingourabilitytoattract newmembers. Whilemembershiphasincreased, webelievethat better economicconditionswouldhaveallowedustodrawmoremembers. Giventhat our largest target for membersissmall businesses, economicchallengeshavemadeit difficult for businessestoprioritizemembershipwiththeincreasingcostsof suppliesandstaff. However weanticipategrowthinchamber participationaseconomicdifficultieseaseandthecitycontinuesworkingwiththeChamber. Asthecitycontinuestoseeeconomicgrowthandthedevelopment of newbusiness, webelievethechamber will growtoo.TheChamber continuestostrugglefinancially, asweoperatedonalossthispast year. Weneedtofindadditional sourcesof incomeor channelsof revenueif theChamber will beabletosurviveandthriveinupcomingyears. Webelievethecity’sassistancetohelpusput onsomeof thecommunityeventsor initiateprogramswehavebeensuggestingcouldbethesourceof moreincome. Wehopethat youwill beabletoprovideuswithadditional financial support andresources, sothat theChamber cancontinuetoefficientlyservethebusinesscommunity.

Preparedby:ConnieVisconte- TreasurerNatashaPatrick- ExecutiveAssistant/OfficeManagerMaryVisconte- CEOLakeForest Chamber of Commerce Item: 17
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ATTACHMENT 3
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Business Community Development Proposal

April 28th, 2023

The Lake Forest Chamber of Commerce (“Chamber”) is incorporated under the Nonprofit Mutual Benefit Corporation Laws of the State of California, 501(c)(6). It is organized under the Nonprofit Public Benefit Corporation Law for Public Purposes.

The Chamber is organized to:

➢ Promote member businesses and the competitive free-enterprise system of business. ➢ Promote member businesses, general economic growth, and business development in Lake Forest and the surrounding community by:
o Promoting Chamber programs of an economic nature for its members designed to broaden its membership and expand the potential income of all classifications of business.
o Promoting programs informative to its members.
o Continuing expansion of the “Loyal Locals” program through the continued development and enhancement of seasonal networking events, and business networking educational forums.
o Continuing partnership with the city to promote the business community and deliver large business, governmental, and community-based events. o Creating large community event(s) such as Forest Fest o Reviving our Taste of Lake Forest event

The main goals of the Chamber are to develop programs, events, and activities that encourage community business involvement. The Chamber has enhanced marketing efforts to expand its outreach locally and increase business opportunities. The Chamber is investing heavily to get more members involved with the Chamber as increasing membership adds a greater value for its members and gives them more opportunities to grow their businesses and support the business community.

The Chamber continues to actively assist its members by providing aid through programs that could help increase their profits and overall exposure in the city. The focus was to create an environment to return to "business as usual". The Chamber implemented extensive and effective use of its digital media platforms to add value to its members and create a wider audience with a broader outreach. The Chamber planned, organized, and executed its networking events, legislative events, and contracted city events.

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Business Community Development Proposal

The priority for the upcoming Fiscal Year 2023-2024 is growth and sustainability. Membership had dropped to just below 250 (post-pandemic) and is now at 265. Our goal is to reach 300 members. The Chamber has decided to invest heavily in the growth and retention of membership and has taken the following steps to achieve this.

The Chamber has created and budgeted a paid position to perform as a Member Relations Coordinator.

The expectations of this position are to increase membership by 2 to 10 members a month, increase sponsors, while increasing the revenue of tiered sponsorship levels, and create a larger network of members in the Chamber to add more value to their membership. The job description has been created and will be posted on several of the job site boards in the next few weeks. The goal is to hire a part-time employee within the next few weeks with the intent of bringing them on full-time by the Fall of this year. In addition, two of our earlier serving board members have been designated to serve as staff officers. The Chamber also has a paid position for the Chief Executive Officer, and additional part-time staff positions to aid with member retention and attraction, aid with larger events, and supply continuity as new board members are inducted and board positions change. The commitment level of our leadership team continues to be the driving force behind the achievement of a fiscally strong and responsive organization. Due to the rising cost of living expenses, we would like to give the Chamber staff a pay increase.

The Chamber will continue to actively support new business and anniversary ribbon cuttings as opportunities arise. Chamber members have expressed enthusiasm and gratitude for the events and services the Chamber has provided to the local business community. The Chamber prides itself on being a tool and a source of information for its members and will continue to provide this value and support.

The Lake Forest Chamber of Commerce is seeking continued support and partnership with the City of Lake Forest to aid with the initiatives for growth and increased outreach for the upcoming fiscal year.

Events listed below are considered “staples” in the City/Chamber agreement and the Chamber requests to keep these scheduled events and programs for Fiscal Year 2023-24. Table 1 below outlines the event, approximate cost, and the previously awarded city funds breakdown for each event:

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Business Community Development Proposal

Table 1: Events Listed in Current Chamber Agreement:

Event/Service FY 2022-23 Approximate Cost Per Event
(Actuals)
City Funding
Breakdown
Online Training & Seminars $1,750 $500
Facebook Live Interviews $1,750 $500
State of the City/Meet the Mayor $5,360 $6,000
Business Seminar & Expo TBD $3,000
Business Mixer (October) $1,200 $750
Business Mixer (May) TBD $750
New Business Reception $1,043 $750
Social Media Workshop $720 $1,250
Legislative Luncheon $2,240 $3,500
Job Fair TBD $3,000
Annual Elf Yourself 5K Charity Run Use of Sports Park and Barricades, City/Chamber promotion

Chamber Board Meetings Use of Hickory Conference Room 3rd Thursday each month

Total: $14,063 $20,000

Most events listed in the City/Chamber Agreement are free of charge for members of the public to attend. The State of the City/Meet the Mayor is the lone exception. The event is the most expensive and time-consuming program we offer the community and charging for entrance allows us to recover costs associated with this event not covered by sponsors.

Additionally, the Chamber respectfully requests the city to continue providing room rentals for the events listed above free of charge. By utilizing the Civic Center and its conference rooms, we aspire to show off the beautiful facility and always encourage our event attendees to rent the space out for their business/personal needs.

The Chamber also requests continued partnership and support with the City of Lake Forest to increase value and community outreach by achieving the following:
➢ Expand and enhance business networking programs
➢ Expand and enhance business education and leadership programs ➢ Marketing and growth of the "Discover Lake Forest" program through the continued development and enhancement of seasonal networking events and business networking educational forums
➢ Continue partnership with the City to promote and organize several large businesses, governmental, and community-based events
o Creating large scale community event(s) such as a Forest Fest o Reviving the Taste of Lake Forest
➢ Develop and manage Member to Member discount programs ➢ Continue Chamber Board development and Committee Chairs and the Ambassador program Item: 17
663

Business Community Development Proposal

The Chamber is requesting additional funding and City partnership with several new events that offer value, outreach, and increased community and government engagement for the Chamber, the City, Chamber members and the business community. The Chamber is proposing to add to the contracted events in a subsequent agreement between the City and Chamber of Commerce. Table 2 lists events not currently listed in the City/Chamber agreement but would add immense value to the business community.

Table 2: New Events Request:

Event/Service Funding Request
Taste of Lake Forest Use of City Space, Budget for Rentals & Marketing in conjunction with City/Chamber promotion $9,500
Forest Fest $25,000/Use of Sports Park
Option to Create a New Event $1,250/Use of 3 Community Center Ball Rooms and Atrium or Sports Park & Recreation Center
Host Beer Gardens at City events such as
concerts in the park (3 events per year)
Use of City Barricades. Rental costs $2,000 per event

The Chamber requests City partnership and funding on these added events to address the cost needed for staffing, office space, marketing, facility, food, entertainment, and outreach to achieve the growth initiative plan put into place.

Table 3: Proposed Fiscal Year 2023-24 City/Chamber Agreement:

Event/Service Proposed Location Funding Request
Promotion of Online Training & Seminars N/A $500
State of the City/Meet the Mayor Civic Center Campus $8,500 Business Seminar & Expo Community Center $4,500
Tri Chamber Business Mixer Community Center $2,100
New Business Reception Community Center $1,700
Social Media Workshop Community Center $1,700
Legislative Luncheon Community Center $3,800
Facebook Live Interviews N/A $500
Career Fair Community Center $3,700
Annual Elf Yourself 5K Sports Park Use of Sports Park, Barricades, and Ad in Leaflet
Chamber Board Meetings Hickory Conference
Room
Use of Hickory Conference
Room Quarterly
Taste of Lake Forest TBD $9,500
Forest Fest Sports Park $25,000
Option to Create New Event Community
Center/Sports Park
$1,250
Host Beer & Wine Gardens at Concerts in
the Park ($2,000/event)
Concerts in the Park $6,000
Total: $68,750

Item: 17
664

Business Community Development Proposal

The Lake Forest Chamber of Commerce thanks you for your years of continued support and partnership and looks forward to many more years of a successful and valuable partnership for the local business community.

Thanks & Regards,

Mary Visconte
CEO Lake Forest Chamber of Commerce
Item: 17
665

ATTACHMENT 4

Item: 17
666

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CITY OF LAKE FOREST

CONTRACTUAL SERVICES AGREEMENT

This CONTRACTUAL SERVICES AGREEMENT (“Agreement”) is made this ____ day of ____________, 2023, (“Effective Date”) by and between the City of Lake Forest (the “City”), a California municipal corporati on, with its principal place of business at 100 Civic Center Dr. , Lake Forest, California, and the Lake Forest Chamber of Commerce (the “Chamber”), a California nonprofit corporation, with its principal place of business at 26239 Enterprise Court, Lake Forest, California. The City and the Chamber are sometimes individually referred to as “Party” and collectively referred to as the “Parties”.

RECITALS

WHEREAS, the City is desirous of promoting business, residential, and economic development opportunit ies within the City, disseminating information relative thereto, and of properly following up and giving consideration to inquiries made relative to the various activities of the City, and its business, residential, and economic development opportunities; and

WHEREAS, the Chamber has special knowledge, experience , and facilities for disseminating such information, is organized for and equipped to carry on promotional activities on behalf of the City, and to publicize and market the econo mic and regional advantages that the City has to offer to business, residential, and industrial interests.

NOW, THEREFORE, IN VIEW OF THE GOALS AND OBJECTIVES OF THE CITY AND

THE PROMISES THE CITY AND THE CHAMBER SET FORTH IN THIS AGREEMENT, THE CITY AND THE CHAMBER AGREE, AS FOLLOWS:

1. Term.

The tT (“Term”) of this Agreement shall be from July 1, 2023, to June 30, 2024, unless earlier terminated in accordance with Section 10.1.

2. Scope of Work

2.1 The Chamber shall diligently advertise and p romote the City in such a manner as to assist the City in its efforts to attract and retain business enterprises and promote the City’s positive business environment, which will enhance the general welfare and well -being of the citizens and businesses in the City.

2.2 The Parties shall provide the General and Specific Scope of Work outlined in the Scope of Work, Exhibit “A”, attached hereto and incorporated herein by this reference.

3. Consideration

3.1 In consideration of the Scope of Work to be performed by the Chamber for the City, as set forth herein, the City hereby agrees to pay the Chamber during the Term of this Agreement, the sum of twenty-seven thousand dollars ($27,000) (“City Investment”). The Chamber shall receive quarterly payments in the amount of six thousand seven-hundred and fifty thousand dollars ($6,750). The Chamber shall submit quarterly invoices and reports as provided DocuSign Envelope ID: 0B7A975C-7C8E-4B2C-978A-155B18D716FA Item: 17
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for in Section 4.1 below, to the City fifteen (15) days prior to the scheduled payment, as provided for in Section 3.2.

3.2 Payments will follow the quarterly schedule provided below:

August 31, 2023
November 30, 2023
February 29, 2024
May 30, 2024

3.3 Each payment by the City shall be conditioned upon the following:

3.3.1 The C hamber is not in default of any mat erial terms of this Agree ment; and

3.3.2 The Chamber maintains its nonprofit 501(c)(6) status.

4. Reports

4.1 The Chamber shall provi de the City with one ( 1) set of quarterly reports set ting forth the receipt and disbursement of funds consistent with industry standards and princ iples for record-keeping and accounting. The r eport s hall identify the expenditure of the City’s Investment for the previous quarter an d de monstrate the Chamber’s ful l co mpliance with the requirements of this Agreement. The reports shall also include th e total cost of the events that took place during the reporting quarter. Costs should b e broken down by line item and should include, but not lim ited to: costs for catering, decorations, staff, marketing, etc. The Chamber shall work cooperatively in resolv ing the City’s inquiries or questions r egarding the se rvices provided. The report shall include a summary of accomplishments achieved during the reporting period. The Chamber shall file reports with the City with in fifteen (15) days prior to the end of the respective quarter throughout the Term of this Agreement.

4.2 The Chamber shall maintain complete and accura te financia l re cords, including but not limited to, receipts and disbursements, with respect to all c osts and expenses incurred by the Chamber during the Term of this Agreement. All such records shall be clearly identifiable.

The Chamber, upon the City’s request, s hall allow a representative of the City during norma l business hours to examine, audit, an d make tr anscripts or copies of such recor ds and any other documents created pursuant to this Agreement.

4.3 The Chamber shall present an Annua l Report to the City. The Annual Report shall be presented by May 2, 2024, and provide an update on the obli gations covered under this Agreement and the Chamber’s activity through its fiscal year ending September 30. The Annual Report shall include:
- a summary of the prior year’s activities;
- a list of officers and Board Members;
- a copy of the annual Financial Statements as prepared at that time ; and
- a breakdown of the budget and actual costs for each event listed in the contract.

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4.4 The Chamber shall also maintain and update an annual budge t. The Chamber’s Annual Budget shall be provided as part of the Annual Report. The Chamber shall give due and fair consideration to the City’s comments, if any, on the Chamber’s budget.

4.5 Bylaws. The Chamber shall provide the City with a copy of the Chamber’s adopted Bylaws and Code of Ethics. The Ch amber shall provide the C ity with thirty (30) days a dvance written notice of the Chamber’s desire to amend or update its Bylaws and Code of Ethics.

5. Political Activities

5.1 No portion of the City’ s Investment shall be used for po litical purposes and shall only be used for tho se services provided for in the Scope of Work required of the Cha mber by the terms and conditions of this Agreement.

5.2 The Chamber shall not u se any portion of the City’s I nvestment to advocate or oppose a ny l ocal municipal ele ction is sue or candidate. The Chamber shall not dis play any political material, sign, advertisement or similar material in, on or about its offices.

5.3 The Chamber shall be entitled to continue presentations and advance the purposes of the business community in general on civic issues except as provided for herein.

6. Chamber Responsibilities for Costs and Expenses

Except as otherwise expres sly state d herein, the Chamber shall be responsible for al l costs and expenses incurred rel ative to the Chamber, personnel of the Chamber and subconsultants of the C hamber in conn ection with the performa nce of the Scope of Work, including, without limitati on, payme nt of salaries , fringe benefits contributions, pa yroll taxes, withholding taxes and other taxes or levies, office overhead expense, travel expenses, telepho ne and other telecommunication expenses, and document reproduction expenses.

7. Independent Contractor

The Scope of Work shall be performed by the Chamber or under its supervision. The Chamber shall de termine the means, method s and details of performing the Scope of Work subject to the requ irements of this Agreement. The Chamber represents t hat it po ssesses the professional and technical personnel required to perform the Scope of Work. Th e City retain s the Ch amber on an indep endent contractor basis and not as an emp loyee of the City. The personnel performing the Scope of Work on behalf of the Chamber shall at all times be under the Chamber's exclusive direction and control.

8. Personnel; License; Conformance to Applicable Requirements/Insurance

8.1 The Chamber r epresents and warrants t hat it and all personnel engaged in performing the Sc ope of Wo rk are and sha ll be fully qualified, authorized a nd permitted under state and local law to perform such Scope of Work. The Chamber represents and warrants that it and all personnel and subconsu ltants engaged in performing the Scope of Work have a nd keep all licenses, permits, qualifications, and approvals of whatever nature that are le gally required to perform the Scope of Work under this Agreement.

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8.2 All aspects of the provision of the Scope of Work by the Chamber shall conform to all applicabl e city, c ounty, state, and federal laws, rules and regulat ions in effect at the time the services are provided. The Chamber shall keep i tself fully informed of and in compliance with all local, state an d federal laws, rules and regulations in any manner a ffecting the performance of the Scope of Work, including a ll Cal/OSHA requirements, and sha ll give a ll notices r equired by law. The Cham ber shall be liable for all violations of such laws and regulations in connection with its Scope of Work. If the Chamber performs any work knowing it to be contrary to such laws, rules and regulations, the Chamber shall be solely responsible for all costs arising therefrom. The Ch amber shall defend, indemnify and hold the City, its officials, officers, employees and agen ts free a nd harmless, p ursuant to the indemnification prov isions of this Agreement, from an y claim or liability arising out of any failur e or failure to comply with such laws, rules or regulations.

8.3 The Chamber shall at all times during the Term mainta in adequa te insurance.

Insurance certificates shall name the City as additional insured with endorsements.

9. Representatives and Notices

9.1 City’s Represen tative. The C ity hereby designates the City Manager/Executive Director, or his/her designee , to act as its represe ntative for the performance of this Agreement (“City’s Representative”). The City’s Representative shall have the power to act on behalf of the City for a ll purposes under this Ag reement. The Chamber shall not accept direction or o rders from any person other than the City’s Representative or his/her designee.

9.2 Chamber’s Representative. The Chamber hereby design ates its Chief Executive Officer or his/he r de signee, t o act as its representative for the performance of this Agreemen t (“Chamber’s Represent ative”). The Chamb er’s Representat ive shall have full authority to represent and act on behalf of the Chamber for all purposes of this Agreement. The Cham ber’s Representative shal l supervise a nd direct the Scope of Work, using his/ her best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Scope of Work under this Agreement.

9.3 All notices permitted or required unde r this Ag reement shall be given to the respective Parties at the following address, or at s uch other address as the respective Parties may provide in writing for this purpose:

Chamber: Lake Forest Chamber of Commerce
26239 Enterprise Court
Lake Forest, CA 92630

City: Debra Rose
City Manager
100 Civic Center Dr.

Lake Forest, CA 92630

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10. General Provisions

10.1 Termination of Agreement.

10.1.1 Grounds for Termination. Either Party may, by written notice to the other Party, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to the non-terminating Party of such termination, and specifying the effective date thereof, at least ninety (90) days before the effective date of such termination. Upon termination, the Chamber shall be compensated only for the Scope of Work that has been adequately rendered to the C ity, or to compensate for any events or service s p reviously com mitted which are consistent with the Scope of Work, and the Chamber shall be entitled to no further compensation.

10.1.2 Effect of Termination. If this Agreement is terminated as provided herein, the City may require the Chamber, and th e C hamber may re quire the City, upon req uest to provide all finished or unfinished documents a nd data and other infor mation of any kin d prepared by the Chamber, or the City, in connection with the performance of the Scope of Work under this Agreement. The Chamber, or the City shall be required to provide su ch documents and data and other information within thirty (30) days of the request.

10.1.3 Additional Scope o f Work. In the ev ent this Agreement is term inated in whole or in part as provided herein, the City may procure, upon such terms an d in such manner as it may determine appropriate, services similar to those terminated.

10.2 Confidentiality. All ideas, me moranda, specifica tions, plan s, procedures, drawings, descriptions, computer program data, input record data, written information, and other documents and data either created by or prov ided to the Chamber in connection with t he performance of this Agreement shall be held co nfidential by the Chamber. Such materials shall not, without the prior written consent of the City, be used by the Chamber for any purposes other than the performance of the Scope of Work. Nor shall such materials be disclosed to any person or entity not connected with the perfor mance of the Scope of Work. Nothing furnished to the Chamber w hich i s otherwise known to the Chambe r or is generally known, or has become known, to the related ind ustry shall be de emed confidential. The Chamber shall not use the City’s nam e or insignia, photographs of any product of the Scope of Work , o r any publici ty pertaining to the Sco pe of Work in any magazine, trade paper, newspaper, te levision or radio production or other similar medium without the prior written consent of the City.

10.3 Cooperation; Further Acts. The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

10.4 Attorneys’ Fees. If ei ther Party commences an action against the ot her Party, either legal, administrative, or otherwise, arising out of or in connection with this Agreement, the prevailing Party in su ch litigation shal l be entitled to have and recov er from th e losing Party reasonable attorney's fees and all other costs of such action.

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all claims, demands, causes of action, costs, expenses, liab ility, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any actua l, alleged or negligent acts, o missions o r willful miscondu ct of the Chamber, its officials, officers, e mployees, agent s, the consultants and co ntractors ari sing out of the performance of the Scope of Work, or this Agreement, including without limitation the payment of all consequential damages a nd attorneys’ fees and other related costs and expenses. The Chamber shall de fend, at the Chamber’s ow n cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind tha t may be brou ght or instituted against the City and its directors, officials, officers, employees, volunteers or agents. The Chamber shall pay and satisfy a ny judgment, award or decree that may be rendered against the Ci ty and its members, officials, offi cers, employees, volunteers or agents, in any such aforesai d suit, action or other legal proceeding. Th e C hamber shall reimburse the City and i ts directors, officials, officers, employees, voluntee rs and/or agents, for a ny and all legal expenses and costs incurred by each of them in co nnection t herewith or in enf orcing the indemnity herein provided. The Chamber’s obligation to indemnify shall not be restricted to insurance proceeds, if any, receive d by the City and its members, officers, employees, volunteers or agents.

10.6 Eligibility. All members of the Ch amber shall certify that the member is in compliance with local, state, and federal l aws. Noncompliance with local, state, or federal laws shall be grounds for membership disqualification.

10.7 Entire Agreement. This Agreemen t contains the entire Agreem ent of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both Parties.

10.8 Governing Law. This Agreement shall be gove rned by the laws of the State of California. Venue shall be in Orange County.

10.9 Time of Esse nce. Time is of the essence for each and every provision of thi s Agreement.

10.10 City's Right t o Employ Othe r Consultants. Th e C ity res erves right to emp loy other consultants in connection with this Agreement.

10.11 Assignment or Transfer. The Cham ber shall not assign, hypothecate, or tra nsfer, either directly or by operation o f law, this Agreem ent or any in terest herein with out the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or tr ansferees shall acquire no right or inter est by reason of such a ttempted assignment, hypothecation, or transfer.

10.12 Amendment; Modification. No suppleme nt, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

10.13 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the sa me or other covena nt or condition. No waiver, benefit, privile ge, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

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10.14 No Third-Party Beneficiaries. Th ere are no intended third-party beneficiaries of any right or obligation assumed by the Parties.

10.15 Invalidity; Severabil ity. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

10.16 Labor Certification. By its signat ure hereunder, the Chamber certifies that it is aware of the provisions of Se ction 3700 of the California Labor Code which require every employer to be i nsured against lia bility for Worker's Compensation or to undert ake self-insurance in accordance with th e provisions of that Code, and agrees to comply with s uch provisions before commencing the performance of the Scope of Work.

10.17 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

10.18 Subcontracting. The Ch amber shall not subcontract any portion o f the w ork required by this Agreement, e xcept as expressly stated herein, without prior w ritten approval of the City. Subcontracts, if any, shall contain a provi sion making the m subject to all provisio ns stipulated in this Agreement. The Chamber may util ize vendors to complete the Scope of Wor k as reasonably necessary.

[Signatures on following pages]
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SIGNATURE PAGE TO

CITY OF LAKE FOREST

CONTRACTUAL SERVICES AGREEMENT

CITY:

CITY OF LAKE FOREST
a California municipal corporation

By: _______________________________
Doug Cirbo
Mayor

Dated: _______________________________

ATTEST:

___________________________
Lisa Berglund
City Clerk

APPROVED AS TO LEGAL FORM:

BEST BEST & KRIEGER LLP

By: _________________________
Matthew Richardson
City Attorney

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SIGNATURE PAGE TO

CITY OF LAKE FOREST

CONTRACTUAL SERVICES AGREEMENT

CHAMBER:

LAKE FOREST CHAMBER OF COMMERCE
a California non-profit corporation

By: __________________________

Its: __________________________

By: __________________________

Its: __________________________

Dated: __________________________

DocuSign Envelope ID: 0B7A975C-7C8E-4B2C-978A-155B18D716FA Chairman of the Board
Steve Smith, Chairman of the Board
5/31/2023
Mary Visconte, CEO
Chief Financial Officer
Item: 17
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EXHIBIT “A”

CITY OF LAKE FOREST

CONTRACTUAL SERVICES AGREEMENT

SCOPE OF SERVICES

A. General Services

1. The Chamber shall maintain suitable q uarters and emp loy competent personnel ei ther as volunteers, paid staff, or consultants, easily accessible t o the public and f ully equipped for the purpose of disseminating information and answering correspondence and inquiries regarding the City. Said office s hall be open to the pu blic not less than six hours a day, except weekends and holidays, if the City re quests additional hours or days of oper ation, the City shall agree t o fund such additional staffing.

2. The Chamber sh all provide information and assista nce to individual busi ness members with respect to promotion and advertising for the purpose of enhancing the City’s business image and encourage business patronage in the City.

3. The Chamber sha ll respond in a timely a nd professi onal manner to written a nd verbal inquiries received at its offices regarding residential, commercial, industrial, tourist, and business matters as they relate to the City and/or refer such inquiries to the City as appropriate.

4. The Chamber shall coordinate with the City on activities of mutual community interest.

5. The Chamber shall actively promote the City and the Ci ty’s Business Development and Attraction Program. Services shall include, but not be limited to:

a. Prominently feature brief informa tion on the City’s Busine ss Development and Attraction Progr am on t he Ch amber website with a corresponding link to the City’s Economic Development website.
b. Include the City’s Business Registration F orm and materials, prov ided by the City, in all digital new member packets and materials and feature a link on the Chamber’s website to the City’s online Business Registration Form. c. Using materials provided by the Cit y, insert the City’s business event flyers and collateral material s in all of the Chamber’s digital new me mber and welcome packets.
d. Provide the City with a directo ry of C hamber members and corresponding mailing lists for the City’s promotion of business events and seminars.

6. The City shall generally promote the Chamber through the following:

a. Prominently feature brief informat ion on the Chamber w ith a correspon ding link to the Chamber’s website directl y from the City’s Ec onomic Development website.

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b. Using materials provided by the Chamber, include the Chamber’s informat ion in the City’s New Business Packets.
c. Provide the Chamber with a mailing list of Lake F orest businesses as appropriate for the promotion of Chamber/City business events and seminars. d. In a form and numbe r appro ved by t he City, allow marketing materi als to be displayed in City Hall, including but not limited to, the downstairs lobby area. e. Include the Chamber’s information and prominently feature the Chamber’s name, logo, and web site in a City publication maile d twice a year to all Lake Forest households and/or through the City’s Economic Development e-newsletter.

7. The City shall provide a meeting space for the Chamber’s quarterly board meetings at the Civic Center at no cost to the Chamber.

8. The City sh all provide the Chamber with funding, not-to-exceed $500 for its Facebook Live Interviews.

B. Specific Services: Events and Programs

In addition to the Gen eral Services outlined above, the Chamber shall provide the specific services outlined below under Events and Pr ograms. In doing so, the Chamber s hall coordinate and provide business events and programs that promote the City’ s positive business climate and offer professional development opportunities. Certain program components may be carried over into a subsequent contract based on mutual agreement by the City and the Chamber.

The Chamber shall coordinate with the City on scheduling all events so that they do not conflict with the City’s mas ter calendar of business s eminars and events. Unless o therwise approved by the City in advance and in writing, all ev ents must be held in the City at a venue suitable for the event. Venues outside of the City will only be considered when it is determined that no other suitable venue could be located in the City.

All events and programs must prominently featu re the City ’s logo o n related market ing materials. Unless otherwise stated in this contract, any event held at a City facility must be open to the public and no admi ssion fee shall be charged to members of the public for entrance to the event. Notwithstanding the foregoing, the Chamber may charge its normal and customary fees to vendors, exhibitors, and other participants obtaining services or ma terials from the Cham ber for the events. If the Chamber provides opportunities for table sponsors, the Chamber will give first priority to sponsors that are Lake Forest businesses and/or provide services directly related to the nature of the events. Required events include, but are not limited to:

1. Online Training and Seminars

The Chamber shall develop programming that will benefit the Lake Forest business community by offering webinars, trainings, and job fairs with the intent of aiding local economic recovery efforts. These program offerings shall be oriented toward sustaining existing businesses.

Examples of programs that could be offered include but are not limited to; providing information about access to economic stimulus programs, best practices that implement social distancing, DocuSign Envelope ID: 0B7A975C-7C8E-4B2C-978A-155B18D716FA Item: 17
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financial guidance, assistance with marketing and branding, managing a post-COVID-19 business plan, and job fairs.

The Chamber’s role and responsibilities will include:

a. Coordinate with the City on the content for the invitation and/or marketing materials and provide the City with the draft invitation and/or marketing materials for the City’s final approval.
b. Market the events through the Chamber’s website and email blasts. c. Develop the online trainings and seminars and secure any guest speakers. d. Develop and provide a schedule for online trainings and seminars for the City’s final approval.
e. Follow up with any Chamber members that may have additional questions regarding the online trainings.

The City’s role and responsibilities shall include:

a. Provide the Chamber with review and approval on all marketing materials. b. As requested, provide support to the Chamber in promoting the events through, but not limited to, City marketing materials, articles in the Economic Development e-newsletter and promotion on the City’s website and social media account(s).
c. Connect the Chamber with outside resources such as, Small Business Development Center (“SBDC”), California Association for Local Economic Development (“CALED”), and Service Corps of Retired Executives (“SCORE”).

2. State of the City:

The Chamber will develop and hold one business event that features a discussion on the “State of the City”. The event should be held in Spring 2024. The event should brin g to gether the business community and p olitical leader s, providing an opportunity fo r interaction between business people and elected officials.

The Chamber’s roles and responsibilities will include:

a. Provide a written plan for the “State of the City” event no later tha n thirty (30) days prior to the da te of th e event. The Chambe r shall give du e an d fair consideration to the City’s comments regarding the plan for the event. b. Produce all marketing materials for this event.
c. Provide the City with the draft invitation and/or marketing materials for the City’s review and final approval.
d. Market the event to Chambe r members and t he general Lake Forest busine ss community.
e. Coordinate with the City on the selection of a Lake Forest food vendor (s). The City will provide final approval.

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f. Provide catered food suitable and appro priate for this even t from a Lake Forest vendor(s) and be responsible for paying the cost of the food, which shall be inclusive of the City’s Investment.
g. Provide and make available to the City, at no additional cost to the Cit y, one (1) table equal in size to the Chamber’s main table, from which the City will promote City programs and communicate with members of the community who may have questions or request information c oncerning the City. The tabl e will be in a prominent location as approved by the City.
h. Make available to the City a prominent lo cation in which to displ ay the Cit y’s Business Marketing Displa y and banner st and. The display and banner will be featured in such a manner that it is clearly visible to those entering the event. The City has first choice regarding the location and placement of all City banners and displays. The City will provide i ts o wn banners and displays at no cost to the Chamber.
i. The Chamber shall, on all promot ional, marketing, and adver tising ma terials, including ma ilers, flyers, signs, banne rs, and other such materials, prominently feature the City’s name and logo thereon , an d identify the City as a primary sponsor of this event. The Chamber’s logo will appear on the left with the City’s logo on the right when placed horizontally; the Chamber’s logo will appear above the City’s logo when placed vertically.

The City’s role and responsibilities for the State of the City shall include:

a. Secure a venue at the Lake Forest Civic Center free of charge. b. Market the event via email on behalf of the Chamber. c. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e-newsletter and promo tion on the City ’s website and Econo mic Development website, prominently featur ing the Chamber ’s name, lo go, and website information, and identifying the Chamber as the event presenter. d. As appropriate, promote the event th rough The Leaflet or other Cit y publication and prominently feature the Chamber’s name, logo, and website inf ormation, and identify the Chamber as the event presenter.
e. Provide the Chamber with final approval on selection of food vendor(s).

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3. Signature Business Event:

The Chamber will develop and hold one business event that focuses on professional development through education. The event should be held in Spring 2024. The event has h istorically been known as the “ Lake Forest Seminar & Business Expo”. The name and focus may change upon mutual written consent of the Parties. The event should bring together the business community.

The Chamber’s role and responsibilities will include:

a. Provide a written plan for this event no later than thirty (30) days prior to the date of this event that i ncludes the format of the event, ma rketing mater ials for the event, a nd all related information . Th e Cha mber shall give due and fair consideration to the City’s comments regarding the plan for the event. b. Produce all marketing materials for this event.
c. Provide the City with the draft invitation and/or marketing materials for the City’s final approval.
d. Market the event to Chamber members and the general Lake Fores t business community.
e. Coordinate with City o n selection of a La ke Forest food vendor. The City w ill provide final approval.
f. Provide catered food suitable and appro priate for this even t from a Lake Forest vendor and be responsible for paying the cost of th e food, which shall be inclusive of the City’s Investment.
g. Provide and make available to the C ity, at no additional cost to the City, one (1) table equal in size to the Chamber’s main table, from which the City will promote City programs and communicate with members of the community who may have questions or request inf ormation concerning the City. The table will be i n a prominent location as approved by the City.
h. Make available to the City a promi nent location in wh ich to display t he City’s Business Marketi ng Display a nd ba nner stand. Th e display and banner will be featured in such a manner that it is clearly visible to those entering the event. The City has first choice regarding the location and placement of all City banners and displays. The City will provide its own b anners and disp lays at no cost to the Chamber.
i. The Chamber shall, on all pr omotional, mark eting, and a dvertising materials , including mailers , flyers, si gns, banners, and othe r such materi als, p rominently feature the City’ s name and log o thereon, a nd id entify the City as a primary sponsor of this event. The Chamber’s logo will appear on the left with the City’s logo on the right when placed horizontally; the Chamber’s logo will appear above the City’s logo when placed vertically.

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The City’s role and responsibilities for the Signature Business Event shall include:

a. Provide a C ity facility as a v enue wi th no cos t to the Cha mber with th e understanding tha t the event hel d at a City facility must be free of charge to attendees.
b. Provide the Chamber with review and final approval on all marketing materials. c. Market the event via email on behalf of the Chamber. d. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e-newsletter a nd promoti on on the City’s website and Economic Development website, pro minently featuri ng the Chamb er’s name, logo, and website information, and identifying the event as cosponsored with the Chamber. e. As appropriate, promote the event through The Leaflet or other City publications. f. When necessary, attend event planning meetings with the Chamber of Commerce to brief the Chamber on the City’s role and participation.

4. New Business Reception:

The Chamber s hall partner wi th the City on at le ast one New Business Reception duri ng the Term of the Agreement. The Parties will collaborate on determining the need for additional New Business Receptions. This will depend on the number of new businesses during the Term of the Agreement.

The Chamber’s role and responsibilities will include:

a. Coordinate with the City on the co ntent for the invitation and/ or marketing materials and provide the City with the draft invitation and/or marketing materials for the City’s final approval.
b. Produce and email all invitational materials for the New Business Reception(s) to the combined list of new Chamber members and new Lake Forest businesses. c. Market the event to new Chamber members and new Lake Forest businesses. d. Limit table sponsors to Lake Forest bu sinesses providing a direct service to other Lake Forest businesses.
e. Provide catered food suitable and appro priate for t his event from a Lake Forest vendor and be responsible for paying the cost of the food, which shall be inclusive of the City’s Investment.
f. Provide and make avail able to the Cit y, at no additional cost to the City, a table equal in size to the Chamber’s main table, from which the City will promote City programs and communi cate with members of the community who may have questions or request informatio n concerning th e C ity. The ta ble will be in a prominent location as approved by the City.
g. Make avai lable to t he City a prominent locat ion in which to displa y the City’s Business Marketing Di splay and banner stand. The d isplay and banner will be featured in such a manner that it is clearly visible to those entering the event. The City has first choice regarding the location and placement of all Cit y banners and DocuSign Envelope ID: 0B7A975C-7C8E-4B2C-978A-155B18D716FA Item: 17
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displays. Th e C ity will provi de its own banners and display s at n o cost to the Chamber.
h. The Chamber shall, on all promot ional, marketing, and adver tising ma terials, including ma ilers, flyers, signs, banne rs, and other such materials, prominently feature the City’s name and logo thereon , and identify the City as a primary sponsor of this event. The Chamber’s logo will appear on the left with the City’s logo on the right when placed horizontally; the Chamber’s logo will appear above the City’s logo when placed vertically.

The City’s role and responsibilities for the New Business Reception(s) shall include:

a. Provide a City facility as a venue wit h no cost t o the Cha mber with the understanding that the event held at a City facility must be free of charge to all attendees.
b. Provide the Chamber with a mailing list of new Lake Forest busines ses from its existing sources to be invited to the recepti on(s) and market the event via email and social media on behalf of the Chamber.
c. Coordinate with the Chamber o n the content for the invi tation and/or marketing materials and provide the Chamber with r eview and fina l app roval on all marketing materials.
d. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e- newsletter an d promotion on the City ’s webs ite a nd E conomic De velopment website, promin ently featuring t he Chamber’ s name, logo, and webs ite information, and identifying the event as cosponsored with the Chamber. e. As appropria te, promote the events throu gh The Leaflet o r other City publications.f. Provide the C hamber with review and final app roval on all marketing materials.

5. Business Mixer:

The Chamber shall host a multi-chamber Business Mixer in Lake Forest during the Term of the Agreement.

The Chamber’s role and responsibilities will include:

a. Coordinate with the City on the co ntent for the inv itation and /or marketing materials and provide the City with the draft invitation and/or marketing materials for the City’s final approval.
b. Market the event through the Chamber’s website and email blasts. c. Provide catered food suitable and appro priate for this e vent from a Lake Forest vendor and be responsible for paying the cost of the food, which shall be inclusive of the City’s Investment.

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d. Make available to the Cit y a pr ominent loca tion in which to d isplay the Cit y’s Business Mark eting Display an d banner s tand. T he display and ba nner will be featured in such a manner that it is clearly visible to those entering the event. The City has first choice regardin g the location and placement of all City banners and displays. The City wi ll provide its o wn banners and dis plays at no cost to the Chamber.
e. The Chamber shall, on all promot ional, marketing, and a dvertising ma terials, including ma ilers, flyers, signs, banne rs, and other such materials, prominently feature the City’s name and logo thereon , an d identify the City as a primary sponsor of this event. The Chamber’s logo will appear on the left with the City’s logo on the right when placed horizontally; the Chamber’s logo will appear above the City’s logo when placed vertically.

The City’s roles and responsibilities will include:

a. Provide a City facility as a venue with no cost to the Chamber. b. As appropriate, promote the event through The Leaflet or other City publications. c. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e- newsletter a nd promoti on on the City’s website and Economic Development website, pro minently featuri ng the Chamb er’s name, logo, and website information, and identifying the event as cosponsored with the Chamber. d. Provide the Chamber with review and final approval on all marketing materials.

6. Social Media Workshop:

The Chamber shall partner with the City on a Social Media Workshop that provides current and prospective business own ers with effective social media strategies and tips to ensure timely and informative content that can generate mo re customers. This e vent may be held with a regional partner if deemed in the best interest of Lake Forest businesses.

The Chamber’s role and responsibilities will include:

a. Produce all marketing materials for this event.
b. Provide the City with the draft invitation and/or marketing materials for the City’s review and approval.
c. Market the event to C hamber members and the general Lake Forest b usiness community.
d. Provide catered food suitable and appro priate for this event from a Lake Forest vendor and be responsible for paying the cost of the food, which shall be inclusive of the City’s Investment.
e. Provide and make available to the City, at no additional cost to the City, one (1) table equal in size to the Chamber’s main table, from which the City will promote City programs and communicate with members of the community who may have DocuSign Envelope ID: 0B7A975C-7C8E-4B2C-978A-155B18D716FA Item: 17
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questions or re quest i nformation concerning the Cit y. The table will be in a prominent location as approved by the City.
f. Make available to th e City a prominent location in which t o disp lay the Cit y’s Business Marketing Dis play and banner stand. The display and banne r will be featured in such a manner that is clearly visible to th ose entering the even t. Th e City wi ll have fir st choice regardin g the lo cation and placement o f all Ci ty banners and di splays. The City will pro vide its own ban ners and di splays at no cost to the Chamber.
g. The Chamber shall, on all promot ional, marketing, and adver tising ma terials, including ma ilers, flyers, signs, banne rs, and other such materials, prominent ly feature the City’s name and logo thereon , and identify the City as a primary sponsor of this event. The Chamber’s logo will appear on the left with the City’s logo on the right when placed horizontally; the Chamber’s logo will appear above the City’s logo when placed vertically.

The City’s roles and responsibilities will include:

a. Provide a City facility as a venue with no co st to the Chamber with the understanding that the event held at a Ci ty facility must be free o f charge to all attendees.
b. Provide the Chamber with review and approval on all marketing materials. c. Market the event via email on behalf of the Chamber. d. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e - newsletter an d promotion on the City ’s webs ite and E conomic De velopment website, promin ently featuring t he Chamber’ s name, logo, and webs ite information, and identifying the event as cosponsored with the Chamber. e. As appropriate, promote the event through The Leaflet or other City publications. f. When necessary, attend event planning meet ings with the Cha mber to bri ef the Chamber on the City’s role and participation.

7. Legislative Luncheon

The Chamber shall host a Legislative Luncheon, featuring Orange County’s top elected officials.

This event may b e held with a regional partner if deemed in the best interest of Lake Forest businesses.

The Chamber’s role and responsibilities will include:

a. Produce and mail all marketing materials for this event. b. Provide the City with the draft invitation and/or marketing materials for the City’s review and approval.

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c. Provide catered food suitable and appro priate for this even t from a Lake Forest vendor and be responsible for paying the cost of the food, which shall be inclusive of the City’s Investment.
d. Provide and make availabl e to the City, at no additional cost to the Cit y, one (1) table equal in size to the Chamber’s main table, from which the City will promote City programs and communicate with members of the community who may have questions or request information concerning the City. The table will be in a prominent location as approved by the City.
e. Make available to the City a prominent location in whic h t o displ ay the City’s Business Marketing Displa y and banner stand. The displa y and banner will be featured in such a manner that is clearly visible to those enteri ng the event. The City wil l have first choice re garding the location and placement of all City banners and displays. The City will provid e its own ban ners and displays at no cost to the Chamber.
f. The Chamber shall, on all promot ional, marketing, and adver tising ma terials, including ma ilers, flyers, signs, banne rs, and other such materials, prominently feature the City’s name and logo thereon , and identify the City as a primary sponsor of this event. The Chamber’s logo will appear on the left with the City’s logo on the right when placed horizontally; the Chamber’s logo will appear above the City’s logo when placed vertically.

The City’s roles and responsibilities will include:

a. Provide a City f acility as a venue w ith no cost t o t he Cha mber with the understanding that the event held at a City faci lity must be free of charge to all attendees.
b. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e- newsletter and p romotion on the City’s website and Economic Development website, promin ently featuring the Chamber’s name , logo, and webs ite information, and identifying the event as cosponsored with the Chamber. d. As appropriate, promote the event through The Leaflet or other City publications. e. Provide the Chamber with review and approval on all marketing materials.

8. Lake Forest Career Workshop:

The Chamber shall partner with the City on a Lake Forest Career Workshop that provides Lake Forest job seekers with access to resume reviews by industry professionals, and direct and practical advice for the interview process. The event may feature a panel comprised of human resource managers of top Lake Forest companies. This event may be held with a regional partner, if deemed in the best interest of Lake Forest businesses. The Chamber’s role and responsibilities will include:

Chamber’s role and responsibilities will include:

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a. Produce all marketing materials for this event.
b. Provide the City with the draft invitation and/or marketing materials for the City’s review and approval.
c. Market the event to businesses, including Lake Forest Chamber members and the general Lake Forest business community through the Chamber’s website, social media channels, email blasts, etc.
d. Invite panelists to be featured as guest speakers for the event. e. Provide and make available to City, at no additional cost to City, one (1) table equal in size to the Chamber’s main table, from which the City will promote City programs and communicate with members of the community who may have questions or request information concerning the City. The table will be in a prominent location as approved by the City.
f. Make available to the City a prominent location in which to display the City’s Business Marketing Display and banner stand. The display and banner will be featured in such a manner that it is clearly visible to those entering the event. The City will have first choice regarding the location and placement of all City Banners and displays. The City will provide its own banners and displays at no cost to the Chamber.
g. Provide catered food suitable and appropriate for this event from a Lake Forest vendor and be responsible for paying the cost of the food, which shall be inclusive of the City’s Investment.
h. The Chamber shall, on all promotional, marketing, and advertising materials, including mailers, flyers, signs, banners, and other such materials, prominently feature the City’s name and logo thereon, and identify the City as a primary sponsor of this event. The Chamber’s logo will appear on the left with the City’s logo on the right when placed horizontally; the Chamber’s logo will appear above the City’s logo when placed vertically.

The City’s roles and responsibilities will include:

a. Provide a City facility as a venue with no cost to the Chamber with the understanding that the event held at a City facility must be free of charge to all attendees.
b. Provide the Chamber with review and final approval on all marketing materials. c. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e-newsletter and promo tion on the City ’s website and Econo mic Development website, prominently featuring the Chamber ’s name, lo go, and website information, and identifying the Chamber as the event presenter.

d. As appropriate, promote the event through The Leaflet or other City publications. e. When necessary, attend event planning meetings with the Chamber to brief the Chamber on the City’s role and participation.
f. Promote the Career Workshop to local universities, resource partners, and the general public.

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9. Elf Yourself 5K Charity Run

The Chamber shall host the annual Elf Yourself 5 K at the Lake Forest Sports Pa rk a nd Recreation Center. Event registration is open to the public.

The Chamber’s role and responsibilities will include:

The City’s roles and responsibilities will include:

a. Provide the Chamber use of the entire Lake F orest Sports Par k and Re creation Center one Saturday/year at no cost to the Chambe r with the understanding no other activities or events take place on that day
b. Provide the Chamber use of City-owned barricades.
c. Provide the Chamber with review and final approval on all marketing materials. d. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e- newsletter and p romotion on the City’s website and Economic Development website, promin ently featuring the Chamber’s nam e, logo, and website information, and identifying the event as sponsored by the Chamber. e. As appropriate, promote the event through The Leaflet or other City publications. f. Include marketing materials/race information in the City’s Leaflet publication.

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ATTACHMENT 5
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1 CITY OF LAKE FOREST

PILOT SERVICES AGREEMENT

This PILOT SERVICES AGREEMENT (“Agreement”) is made this ____ day of June, 2023, (“Effective Date”) by and between the City of Lake Forest (the “City”), a California municipal corporation, with its principal p lace of business at 100 Civic Center Dr. , Lake Forest, California, and the Lake Forest Chamber of Commerce (the “Chamber”), a California nonprofit corporation, with its principal place of business at 26239 Enterprise Court , Lake Forest, California. The Ci ty and the Chamber are sometimes individually referred to as “Party” and collectively referred to as the “Parties”.

RECITALS

WHEREAS, the City is desirous of promoting business, residential, and economic development opportunities within the City, dissem inating information relative thereto, and of properly following up and giving consideration to inquiries made relative to the various activities of the City, and its business, residential, and economic development opportunities; and

WHEREAS, the Chamber has special knowledge, experience , and facilities for disseminating such information, is organized for and equipped to carry on promotional activities on behalf of the City, and to publicize and market the economic and regional advantages that the City has to offer to business, residential, and industrial interests.

NOW, THEREFORE, IN VIEW OF THE GOALS AND OBJECTIVES OF THE CITY AND

THE PROMISES THE CITY AND THE CHAMBER SET FORTH IN THIS AGREEMENT, THE CITY AND THE CHAMBER AGREE, AS FOLLOWS:

1. Term.

The term (“Term”) of this Agreement shall be from July 1, 2023, to June 30, 2024, unless earlier terminated in accordance with Section 10.1.

2. Scope of Work

2.1 The Chamber shall host Beer and Wine Gardens at the Summer Concerts in the Parks and cosponsor the annual Business Appreciation Luncheon.

2.2 The Parties shall provide the General an d Specific Scope of Work outlined in the Scope of Work, Exhibit “A”, attached hereto and incorporated herein by this reference.

3. Consideration

3.1 In consideration of the Scope of Work to be performed by the Chamber for the City, as set forth herein, the City hereby agrees to pay the Chamber during the Term of this Agreement, the sum of twenty-one thousand dollars ($21,000) (“City Investment”). The Chamber shall receive quarterly payments in the amount of five thousand two-hundred and fifty dollars ($ 5,250). The Chamber shall submit quarterly invoices and reports , as provided for in Section 4.1 below, to the City fifteen (15) days prior to the scheduled payment, as provided for in Section 3.2.

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2 3.2 Payments will follow the quarterly schedule provided below:

August 31, 2023
November 30, 2023
February 29, 2024
May 30, 2024

3.3 Each payment by the City shall be conditioned upon the following:

3.3.1 The Chamber is not in default of any ma terial terms of this Agreement; and

3.3.2 The Chamber maintains its nonprofit 501(c)(6) status.

4. Reports

4.1 The Chamber shall provide the City with one (1) set of quarterly reports setting forth the receipt and disbursemen t of funds consistent with in dustry standards and principles for record-keeping and accounting. The report shall ide ntify the expenditure of the City’s Investment for the previous quarter and demonstrate the Chamber’s full compliance with the requirements of this Agreement. The reports shall also include the total cost of the events that took place during the reporting quarter. Costs should be broken down by line item and should include, but not limited to: costs for catering, decorations, staff ing, marketing, etc. The Chamber shall wo rk cooperatively in resolving the City’s inquiries or questions regarding the services provided. The report shall include a summary of accomplishments achieved during the reporting period. The Chamber shall file reports wi th the City within fifteen (15) days prior to the end of the respective quarter throughout the Term of this Agreement.

4.2 The Chamber shall maintain complete and accurate financial records, including but not limited to, receipts and disbursements, with respect to all costs and expense s incurred by the Chamber during the Term of this Agreement. All such records shall be clearly identifiable.

The Chamber, upon the City’s request, shall allow a representative of the City during normal business hours to ex amine, audit, and make transcrip ts or copies of such records and any other documents created pursuant to this Agreement.

5. Political Activities

5.1 No portion of the City’s Investment shall be used for political purposes and shall only be used for thos e services provided for in the S cope of Work required of the Chamber by the terms and conditions of this Agreement.

5.2 The Chamber shall not use any portion of the City’s Investment to advocate or oppose any local municipal election issue or candidate. The Cha mber shall not display a ny political material, sign, advertisement or similar material in, on or about its offices.

5.3 The Chamber shall be entitled to continue presentations and advance the purposes of the business community in general on civic issues except as provided for herein.

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3 6. Chamber Responsibilities for Costs and Expenses

Except as otherwise expressl y stated herein, the Chamber shall be responsible for all costs and expenses incurred relative to the Chamber, personnel of the Chamber and subconsultants of the Chamb er in connection with the performance of the Scope of Work, including, without limitation , payment of salaries, fringe benefits contributions, payroll taxes, withholding taxes and other taxes or levies, office overhead expens e, travel expenses, telephone and other telecommunication expenses, and document reproduction expenses.

7. Independent Contractor

The Scope of Work shall be performed by the Chamber or under its supervision. The Chamber shall determine the means, method s and de tails of performing the Scope of Work subject to the requirements of this Agreement. The Chamber represents tha t it possesses the professional and technical personnel required to perform the Scope of Work. The City retains the Chamber on an indep endent c ontractor basis and not as an employee of the City. The personnel performing the Scope of Work on behalf of the Chamber shall at all times be under the Chamber's exclusive direction and control.

8. Personnel; License; Conformance to Applicable Requirements/Insurance

8.1 The Chamber represents and warrants that it and all personnel engaged in performing the Scop e of Work are and shall be fully qualified, authorized and permitted under state and local law to perform such Scope of Work. The Chamb er represents and warrants that it and all personnel and subconsultants engaged in performing the Scope of Work have and keep all licenses, permits, qualifications, and approvals of whatever nature that are legally required to perform the Scope of Work under this Agreement.

8.2 All aspects of the provision of the Scope of Work by the Chamber shall conform to all applicable city, county, state, and federal laws, rules and regulations in effect at the time the services are provided. The Chamber shall keep i tself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner af fecting the performance of the Scope of Work, including all Cal/OSHA requirements, and shall give all notices required by law. The Cham ber shal l be liable for all vio lations of such laws and regulations in connection with its Scope of Work. If the Chamber performs any work knowing it to be contrary to such laws, rules and regulations, the Chamber shall be solely responsible for all costs arising therefrom. The Chambe r shall defend, indemnify and hold the City, its officials, officers, employees and agent s free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failur e or fai lure to comply with such laws, rules or regulations.

8.3 The Chamber shall at all times during the Term maintai n adequate insurance.

Insurance certificates shall name the City as additional insured with endorsements.

9. Representatives and Notices

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4 (“City’s Representative”). The City’s Representative shall have the power to act on behalf of the City for all purposes under this Agreement. The Chamber shall not accept direction or or ders from any person other than the City’s Representative or his/her designee.

9.2 Chamber’s Representative. The Chamber hereby design ates its Chief Executive Officer or his/her designee, to act as its representative for the performance of this Agreement (“Chamber’s Representative”). The Chamber’s Representative shall have full authority to represent and act on behalf of the Chamber for all purposes of this Agreemen t. The Chamber’s Representative shall supervise and direct the Scope of Work, using his/h er best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Scope of Work under this Agreement.

9.3 All notices permitted or required under this Agreement shall be given to the respective Parties at the following address, or at such other address as the respective Parties ma y provide in writing for this purpose:

Chamber: Lake Forest Chamber of Commerce
26239 Enterprise Court
Lake Forest, CA 92630

City: Debra Rose
City Manager
100 Civic Center Dr.

Lake Forest, CA 92630

10. General Provisions

10.1 Termination of Agreement.

10.1.1 Grounds for Ter mination. The City may, by written notice to the Chamber, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to the Chamber of such termination, and specifying the effecti ve date thereof, at least seve n (7) days before the effective date of such termination. Upon termination, the Chamber shall be compensated only for those Services which have been adequately rendered to City, and the Chamber shall be entitled to no further compensation. The Chamber m ay not terminate this Agreement except for cause.

10.1.2 Effect of Termination. If this Agreement is terminated in whole or in part as provided herein, the City may require the Chamber upon request to provide all finished o r unfinished documents and data and other information of any kind prepared by the Chamber in connection with the perfor mance of the Scope of Work under this Agreement. The Chamber shall be required to provide such documents and data and other information within fifteen (15) days of the request.

10.1.3 Additional Services. In the event this Agreement is terminated in who le or in part as provided herein, the City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

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5 10.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other documents and data either created by or provided to the Cha mber in connection wit h the performance of this Agreement shall be held confidential by the Chamber. Such mater ials shall not, without the prior written consent of the City, be used by the Chamber for any purposes other than the performance of the Scope of Work. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Scope of Work. Nothing furnished to the Chamber which is otherwise known to the Chamber or is generally known, or has become known, to the rel ated industry shall be deemed confidential. The Chamber shall not use the City’s name or insignia, photographs of any product of the Scope of Work, or any publicity pertaining to the Scope of Work in any magazine, trade paper, newspaper, television or rad io production or other similar medium without the prior written consent of the City.

10.4 Attorneys’ Fees. If either Party commences an action against the other Party, either legal, administrative, or otherwise, arising out of or in connection with this Agreement, the prevailing Party in such litigation shall be entitled to have and recover from the losing Party reasonable attorney's fees and all other costs of such action.

10.5 Indemnification. The Chamber shall defend, indemnify and hold the City and its members, officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any actual, alleged or negligent acts, omissions or willful misconduct of the Chamber, its officials, officers, employees, agents, the consultants and contractors arising out of the performance of the Scope of Work, or this Agreement, including without limitation the payment of all consequential damages and attorneys’ fees and other related costs and expenses. The Chamber shall defend, at the Chamber’s own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedi ngs of every kind that may be brought or instituted against the City and its directors, officials, officers, employees, volunteers or agents. The Chamber shall pay and satisfy any judgment, award or decree that may be rendered against the City and its members, officials, officers, employees, volunteers or agents, in any such aforesaid suit, ac tion or other legal proceeding. The Chamber shall reimburse the City and its directors, officials, officers, employees, volunteers and/o r agents, for any and all leg al expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. The Chamber’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City and its members, officers, employees, volunteers or agents.

10.6 Eligibility. All members of the Chamber shal l certify that the member is in compliance with local, state, and federal laws. Noncompliance with local, state, or federal laws shall be grounds for membership disqualification.

10.7 Entire Agreement. This Agreement contains the entire Agreement of the Parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both Parties.

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6 10.8 Governing Law. This Agreement shall be governed by th e laws of the State of California. Venue shall be in Orange County.

10.9 Time of Essence. Time is of the essence for each and every pr ovision of this Agreement.

10.10 City's Right to Employ Other Consultants. The City reserves right to employ other consultants in connection with this Agreement.

10.11 Assignment or Transfer. The Chamber shall not assign, hypothecate, or transfer, either directly or by operatio n of law, this Agreement or any interest herein without the prior written consent of the C ity. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by re ason o f such attempted assignment, hypothecation, or transfer.

10.12 Amendment; Modification. No supplement, modifi cation, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

10.13 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or cond ition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

10.14 No Third-Party Beneficiaries. There are no intended third -party beneficiaries of any right or obligation assumed by the Parties.

10.15 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

10.16 Labor Certification. By its signature hereunder, the Chamber certifies that it is aware of the pr ovisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Scope of Work.

10.17 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

10.18 Subcontracting. The Chamber shall not subcontract any portion of the wor k required by this Agreement , except as expressly stated herein, without prior written approval of the City. Subcontr acts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. The Chamber may utilize vendo rs to complete the Scope of Work as reasonably necessary.

[Signatures on following pages]
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7 SIGNATURE PAGE TO

CITY OF LAKE FOREST

CONTRACTUAL SERVICES AGREEMENT

CITY:

CITY OF LAKE FOREST
a California municipal corporation

By: _______________________________
Debra Rose
City Manager

Dated: _______________________________

ATTEST:

___________________________
Lisa Berglund
City Clerk

APPROVED AS TO LEGAL FORM:

BEST BEST & KRIEGER LLP

By: _________________________
Matthew Richardson
City Attorney

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8 SIGNATURE PAGE TO

CITY OF LAKE FOREST

CONTRACTUAL SERVICES AGREEMENT

CHAMBER:

LAKE FOREST CHAMBER OF COMMERCE
a California non-profit corporation

By: __________________________

Its: __________________________

By: __________________________

Its: __________________________

Dated: __________________________

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Steve Smith, Chairman of the Board
Chief Financial Officer
Mary Visconte, CEO
6/14/2023
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9 EXHIBIT “A”

CITY OF LAKE FOREST

PILOT CONTRACTUAL SERVICES AGREEMENT

SCOPE OF SERVICES

A. Specific Services: Events and Services

The Chamber shall provide the specific services outlined below under Events and Services. The Chamber shall coordinate with the City on scheduling all events so that they do not conflict with the City’s master calendar of business seminars and events. Unles s otherwise approved by the City in advance and in writing, all events must be held in the City at a venue suitable for the event. Venues outside of the City will only be considered when it is determined that no other suitable venue could be located in the City.

All events and programs must prominently feature the City’s logo on related marketing materials. Notwithstanding the foregoing, the Chamber may charge its normal and customary fees to vendors, exhibitors, and other participants obtaining services or ma terials from the Chamber for the events. If the Chamber provides opportunities for table sponsors, the Chamber will give first priority to sponsors that are Lake Forest businesses and/or provide services directly related to the nature of the events. Required events include, but are not limited to:

1. Beer & Wine Garden(s) at Concerts in the Park:

The Chamber will host a Beer and Wine Garden at each Concert in the Park. Event dates will be: July 22, 2023, August 26, 2023, and a date in June of 2024.

The Chamber’s roles and responsibilities will include:

a. Produce all marketing materials for this event.
b. Provide the City with the draft invitation and/or marketing materials for the City’s review and approval.
c. Secure all Department of Alcohol Beverage Control approvals/permits, etc. d. Market the event to Chamber members and the general Lake Forest business community.

The City’s role and responsibilities for the Beer and Wine Gardens shall include:

a. Secure a venue at the Lake Forest Sports Park and Pittsford Park free of charge. b. Market the Beer & Wine Garden on promotional flyers and in the Leaflet, as appropriate.
c. Provide the Chamber use of City-owned barricades. d. Provide the Chamber with review and final approval on all marketing materials.

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10 2. Business Appreciation Luncheon:

The Chamber shall partner with the City on a Business Appreciation Luncheon during the Term of the Agreement. This event shall be held in December of 2023.

The Chamber’s role and responsibilities will include:

a. Provide catered food suitable and appropriate for this event from a Lake Forest vendor and be responsible for paying the cost of the food, which shall be inclusive of the City’s Investment.
b. Provide decoration s, table centerpieces, tablec loths, plates, and silverware, and work with the City to obtain approval for items.
c. Provide and make available to the City, at no additional cost to the City, a table equal in size to the Chamber’s main table, from which the City will pr omote City programs and communicate with members of the community w ho may have questions or request information concerning the City. The table will be in a prominent location as approved by the City.
d. Make available to the City a prominent location in which to display the City’s Business Marketing Display and Banner Stand. The display a nd banner will be featured in such a manner that it is clearly visible to those entering the event. The City has first choice regarding the location and placement of al l City banners a nd displays. The City will provide its own banners and displays at no cost to the Chamber.

The City’s role and responsibilities for the Business Appreciation Luncheon shall include:

a. Provide a City facility as a venue with no cost to the Chamber wit h the understanding that the event held at a City facili ty must be free of c harge to all attendees.
b. Produce and mail all invitational materials for the Business Appreciation Luncheon to a combined list of Chamber members and Lake Forest businesses. c. Secure a keynote speaker and work with speaker /business to obtain its presentation.
d. Provide sign off to the Chamber on proposed food vendor, rentals, and decoration. e. As requested, provide support to the Chamber in promoting the event through, but not limited to, City marketing materials, articles in the Economic Development e- newsletter, promotion on the City’s website and Economic Development website, prominently featuring the Chamber’s name, logo, and website information, and identifying the event as cosponsored with the Chamber.

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11 DocuSign Envelope ID: C10B7330-3C68-446F-919D-6C4E4A871723 Item: 17
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/20/2023
DEPARTMENT: City Manager
SUBJECT:

CONSIDERATION OF ADDITIONAL FUNDING TO SUPPORT THE

AFFORDABLE HOUSING ACQUISITION AND CONVERSION OR

REHABILITATION PROJECT
RECOMMENDED ACTION(S):

1. Authorize the City Manager to issue a new Exclusive Negotiation Agreement in the amount of $1,832,703 and resume negotiations with Families Forward.

2. Authorize the City Manager to sign, and the City Clerk to attest the Exclusive Negotiation Agreement and any other relevant documents to progress the project.

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

At its meeting on April 4, 2023, the City Council/Lake Forest Housing Authority Board (“Authority Board”) directed staff to negotiate an Exclusive Negotiation Agreement (“ENA”) with Families Forward and authorized the City Manager to execute any related documents (Attachment 1). The purpose of the ENA is to establish a specific, limited period for Families Forward to work with the City of Lake Forest (“City”) and Lake Forest Housing Authority (“Authority”) regarding the selection of a site for a project and the negotiation of an Affordable Housing Agreement for the development and use of available funds of the City and Authority.

Prior to signing the ENA, Families Forward notified staff that the funding identified in the Notice of Funding Availability (“NOFA”) was no longer adequate to purchase a property for conversion or rehabilitation. Pursuant to these discussions, Families Forward requested additional funding in the amount of $200,000 for its Affordable Housing Acquisition and Conversion or Rehabilitation Project (“Project”). The funds would be used to acquire property within Lake Item: 18
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Forest for conversion or rehabilitation by Families Forward and add an affordability covenant on the property for a term of 55 years.

At this time, staff is recommending the City Council authorize additional funding in the amount of $200,000 to the Project. If approved, the total allocation for the Project would increase to $1,832,703. Staff also recommends the City Council approve the attached Resolution amending the 2021-23 Operating Budget, amending appropriations for Fiscal Year (“FY”) 2022-23 (Attachment 2).

BACKGROUND:

On April 5, 2022, the City Council approved the FY 2022-23 Community Development Block Grant (“CDBG”) Program Annual Action Plan. The funding available in FY 2022-23 is larger than in recent years, mostly due to the carry- over of more than anticipated unspent prior-year funds. As part of the plan, the City Council authorized the allocation of approximately $432,000 to be used toward achieving the City’s affordable housing goals.

On January 17, 2023, the City and Authority issued a NOFA for the Project. The NOFA was issued to enable the selection of a qualified development partner.

The NOFA identified approximately $1.6 million in funds for acquiring, converting, or rehabilitating affordable housing projects in the City. The NOFA funding sources included the City’s CDBG funding and $1.2 million in funds from the Authority’s Low/Moderate Income Housing Asset Fund.

The City received Statements of Qualifications (“SOQ”) from three nonprofit affordable housing developers and providers. An Evaluation Committee comprised of staff followed the City’s standard purchasing and contracting process to review and evaluate the SOQs. Ultimately, Families Forward received the highest overall ranking from the Evaluation Committee (Attachment 3).

On April 4, 2023, the City Council/Authority Board directed staff to negotiate an ENA with Families Forward. The purpose of the ENA is to establish a specific, limited period of time for Families Forward to collaborate with the City and Authority in selecting a project site and negotiating an Affordable Housing Agreement for the development and use of the City’s/Authority’s available funds.

DISCUSSION:

The NOFA required the inclusion of a “Conceptual Project Proposal” as part of each firm’s SOQ. The Families Forward proposal described how it would identify neighborhoods in need of redevelopment that may benefit from rehabilitation, as Item: 18
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defined as one of the Goals in the City’s 2021-2029 Housing Element.1 At the time of its submission, Families Forward estimated it could obtain a four-to-eight- unit complex and convert or rehabilitate it into affordable housing using the funds identified in the NOFA. However, upon being selected as the City’s partner on this project and initiating direct negotiations with property owners, Families Forward concluded it could not afford to purchase a property with the allotted funds.

Families Forward analyzed the market and assessed potential properties for acquisition or rehabilitation to fulfill the NOFA objectives. Unfortunately, prevailing market conditions have resulted in an increase in property costs, exceeding their initial estimates and projections. Currently, property for sale in the target areas is in excess of funds available. The escalation in property costs has impacted Families Forward’s ability to secure suitable properties within the budget outlined in the NOFA.

Families Forward also evaluated potential alternatives to mitigate the effects of the high property costs. However, these alternatives have proven to be either suboptimal in achieving the desired outcomes or infeasible within the existing budgetary constraints. Therefore, Families Forward is requesting an additional $200,000 to fund the project. This funding would come from the City’s Affordable Housing In Lieu Fees.

As identified in the NOFA, there is currently $432,703 in the City’s Community Development Block Grant funds and $1.2 million in the Housing Authority’s Low and Moderate Income Housing Asset Fund. If approved, an additional $200,000 would be allocated from the City’s Affordable Housing In Lieu Fees. This funding would be used to purchase a property in Lake Forest for affordable housing conversion or rehabilitation purposes. The proposed Budget Resolution would amend the 2021-23 Operating Budget (Attachment 2).

Recommended Action
Staff recommends the City Council authorize additional funding in the amount of $200,000 to the Project for a total of $1,832,703 and direct the City Manager to issue a new ENA. Staff also recommends the City Council approve the attached Resolution amending the Housing Authority’s Low and Moderate Income Housing Asset Fund and the Affordable Housing in Lieu Fund for FY 2022-23 of the 2021-23 Operating Budget.
1 Housing Element Goal 2: Maintenance and enhancement of the quality of existing residential neighborhoods
Item: 18
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Next Steps
Based on the City Council’s direction, the next step in this process is to enter into an ENA with Families Forward. Staff would work with the City Attorney’s Office to update the agreement, which would stipulate roles and responsibilities, milestones, project schedule, and other related activities to ensure that certain objectives are completed. In addition, staff will bring back an Affordable Housing Agreement for submission to the City Council/Authority Board for review and approval. The Affordable Housing Agreement shall consist of terms, conditions, covenants, restrictions, and agreements acceptable to the City Council/Authority Board.

FISCAL IMPACT:

Approval of the attached resolution would appropriate $1,200,000 to the Low and Moderate Income Housing Asset Fund and $200,000 to the Affordable Housing in Lieu Fund for Fiscal Year 2022-23 of the 2021-23 Operating Budget.

ATTACHMENTS:

1. Meeting Minutes – April 4, 2023, City Council Meeting

2. City Council Resolution Amending Fiscal Year 2022-23 of the 2021-2023 Operating Budget

3. April 4, 2023, City Council Agenda Report
Initiated By: Adrian Grijalva, Senior Management Analyst Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
Item: 18
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ATTACHMENT 1

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MINUTE EXCERPT

LAKE FOREST REGULAR CITY COUNCIL MEETING
APRIL 4, 2023
____________________________________________________________

13. RECOMMENDED DEVELOPMENT PARTNER FOR AFFORDABLE

HOUSING ACQUISITION, AND CONVERSION OR REHABILITATION

PROJECTS

Item No. 13 is a companion item to the Housing Authority Special Meeting Item No. 3.

City Manager Rose introduced this item and invited Assistant City Manager Neves to provide a presentation. Madelynn Hirniese, Chief Executive Officer of Families Forward, provided public comment and expressed the need for affordable housing for Lake Forest residents.

Andrew O’Connor provided public comment and expressed his concerns with the bidding process for this item. Council Member questions were asked and answered.

MOTION: It was moved by Council Member Pequeño, seconded by Council Member Yu, to direct staff to negotiate an Exclusive Negotiation Agreement with Families Forward and authorize the City Manager to sign, and the City Clerk to attest the Exclusive Negotiation Agreement and any other relevant documents to progress the project. The motion was carried by a vote of 5/0.

Item: 18
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ATTACHMENT 2
Item: 18
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RESOLUTION NO. 2023-

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA, AMENDING
THE 2021-2023 OPERATING BUDGET; AMENDING
APPROPRIATIONS FOR FISCAL YEAR 2022-23

WHEREAS, the 2021-2023 Operating Budget was adopted by the City Council on June 15, 2021; and

WHEREAS, the appropriations for Fiscal Year 2022-23 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 Housing Authority’s Low and Moderate Income Housing Asset Fund is amended to increase its appropriations for Fiscal Year 2022-23 as demonstrated in Exhibit A.

Section 3. The Affordable Housing in Lieu Fund is amended to increase its appropriations for Fiscal Year 2022-23 as demonstrated in Exhibit A.

Section 4. The City Clerk shall attest as to the adoption and execution of this Resolution and cause the same to be maintained in the permanent records of the City.

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PASSED, APPROVED AND ADOPTED this 20th day of June 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 20th day of June, 2023, by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

LISA BERGLUND

CITY CLERK
Item: 18
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EXHIBIT A

AMENDMENT TO THE 2021-2023

OPERATING BUDGET, AMENDMENT
TO FISCAL YEAR 2022-23

APPROPRIATIONS

Operating Appropriations by Fund

Fund Name
Current
Budget
Increase
(Decrease)
Amended
Budget
Low and Moderate Income
Housing Asset $99,700 $1,200,000 $1,299,700
Affordable Housing in Lieu - 200,000 200,000
Total $99,700 $1,400,000 $1,499,700

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ATTACHMENT 3
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/4/2023
DEPARTMENT: City Manager

SUBJECT:

RECOMMENDED DEVELOPMENT PARTNER FOR AFFORDABLE HOUSING

ACQUISITION, AND CONVERSION OR REHABILITATION PROJECTS

RECOMMENDED ACTION(S):

1. Direct staff to negotiate an Exclusive Negotiation Agreement with Families Forward.

2. Authorize the City Manager to sign, and the City Clerk to attest the Exclusive Negotiation Agreement and any other relevant documents to progress the project.

EXECUTIVE SUMMARY:

On January 17, 2023, the City of Lake Forest (“City”) and Lake Forest Housing Authority (“Authority”) issued a Notice of Funding Availability (“NOFA”) for affordable housing acquisition and conversion or rehabilitation projects. The NOFA was issued to enable the selection of a qualified development partner.

The NOFA identified approximately $1.6 million in funds to acquire and convert or rehab affordable housing projects in the City of Lake Forest. The City received Statements of Qualifications (“SOQ”) from three non-profit affordable housing developers and providers. An Evaluation Committee comprised of staff followed the City’s standard purchasing and contracting process to review and evaluate the SOQs. Ultimately, the Evaluation Committee ranked Families Forward the highest overall.

Based on the evaluation process, staff believe Families Forward is well suited to accomplish the City Council’s affordable housing objectives. Staff recommends the City Council and Authority Board direct staff to negotiate an Exclusive Negotiation Agreement (“ENA”) with Families Forward. Staff also recommends the City Council authorize the City Manager to sign, and the City Clerk to attest the ENA and any other relevant documents to progress the project.

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BACKGROUND:

On January 17, 2023, the City and Authority issued a NOFA for affordable housing acquisition and conversion or rehabilitation projects. The City/Authority extended the submission deadline three times to obtain additional SOQs. The City’s Purchasing and Contracting Guidelines require a Request For Qualifications be posted for a minimum of three weeks. The NOFA was open for a total of six weeks.

The NOFA identified approximately $1.6 million in funds to acquire and convert or rehab affordable housing projects in the City of Lake Forest. It includes funding from two separate sources – the City’s Community Development Block Grant (“CDBG”) Funds and the Authority’s Low and Moderate Income Housing Asset Funds. The NOFA provided an overview of the Lake Forest community, demographics and a summary of the City’s housing goals outlined in the 2021- 2029 Draft Housing Element. Additionally, the NOFA detailed the available funding sources and the State Department of Housing and Community Development’s expenditure parameters governing each funding source.

Exclusive Negotiation Agreement

On December 5, 2017, the City/Authority entered into an ENA with National Community Renaissance (“National CORE”) for the development of an affordable housing project. The purpose of the ENA is to establish a specific, limited period of time for a developer to work with the City/Authority regarding the selection of a site and the negotiation of an Affordable Housing agreement for the development and use of City/Authority’s funds. The ENA the City/Authority entered into with National CORE is attached for the City Council’s information (Attachment).

CDBG Compliance

On April 5, 2022, the City Council approved the Fiscal Year (“FY”) 2022-2023 CDBG Program Annual Action Plan. The funding available in FY 2022-23 is larger than in recent years, mostly due to the carry-over of more than anticipated unspent prior-year funds. As part of the plan, the City Council authorized the allocation of approximately $432,000 to be used toward achieving the City’s affordable housing goals.

The CDBG program requires that a CDBG Entitlement grantee must carry out its program in a timely manner, as measured by the rate of expenditure of funds from the grantee's Line of Credit. A CDBG Entitlement grantee, in accordance with the CDBG regulations, must have a balance no greater than one and one- half times its annual grant remaining in the Line of Credit 60 days prior to the end of the program year. If this ratio is not met, the U.S. Department of Housing and Urban Development (“HUD”) may reduce the proceeding year's grant allocation.

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The expenditure of these funds would help the City achieve its 1.5 ratio by the required deadline.

DISCUSSION:

Staff followed the City’s procurement process for professional services. The procurement process typically includes developing a scope of work that is contained within the Request for Proposals. In this instance, the process differed in that the NOFA included broad criteria describing the ideal organization to successfully undertake the various activities associated with the acquisition and conversion or rehabilitation of affordable housing. Staff utilized these criteria to rate the SOQs and the organizations during the interview process. The City’s criteria included:

Expertise and experience in the acquisition and rehabilitation projects that consist of substantial rehabilitation;

Expertise and experience in the acquisition and conversation of nonresidential property to multifamily housing units;

Vision and design for a market-feasible affordable project that implements the City’s vision for the community and promotes the character of Lake Forest;

Economic viability and financial strength of the proposed project, including marketability and feasibility;

Experience and ability to relatively negotiate an affordable housing agreement, or other appropriate development agreement, that provides the greatest return on investment to the City;

Financial and organizational capacity of the team to successfully complete the project, including the ability to secure financing and leverage other funding sources to build the highest quality housing project.

Evaluation and Selection Process

The City/Authority received SOQs from three non-profit affordable housing developers and providers. These organizations include Families Forward, Habitat for Humanity, and USA Properties. An Evaluation Committee comprised of staff reviewed the SOQs. The Evaluation Committee members were selected based on their knowledge of the City’s housing goals. The Committee members are identified in Table 1 below.

Item: 18
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Table 1: NOFA Evaluation Committee
Staff Position Department
Assistant City Manager City Manager’s Office
Director of Finance/City Treasurer Finance Department
Sr. Management Analyst City Manager’s Office

The Evaluation Committee reviewed and evaluated the SOQs based on the criteria outlined in the NOFA. These criteria included development team qualifications, financial capacity and capability, alignment with community goals, project readiness, project eligibility and affordability, and track record of successful partnerships. The Evaluation Committee utilized the same process to rate the SOQs as other professional consulting services, which require a minimum of 60 points on the qualitative evaluation to advance to the interview portion of the selection process. Each of the three firms advanced to the interview round.

The Evaluation Committee conducted interviews on March 13, 2023. During the interviews, the Evaluation Committee met each firm’s development team, learned more about potential projects, and gained a better understanding of each organization’s ability to ensure a quality and timely project. The interview scores are based on the following: (1) how the organization plans to accomplish the City’s affordable housing goals; (2) the organization’s ability to leverage multiple funding sources to maximize the City’s contribution; (3) how the organization ensures compliance with federal and state housing laws and requirements; and (4) project schedule. The results of the qualitative evaluation and interview are identified in Table 2 below.

Table 2: NOFA Technical Evaluation and Interview Results Firm
Technical
Review
Subtotal
Qualifications
Interview
Subtotal Total
Rater Rater
1 2 3 1 2 3
Families
Forward 90 100 93 283 89 95 100 284 567
Habitat for
Humanity 63 100 60 223 80 90 96 246 469
USA
Properties 88 100 83 271 79 98 76 273 544

As reflected above, Families Forward received the highest cumulative score based upon its SOQs and interview. Families Forward began serving the region in 1984. Its mission is to prevent and end family homelessness by providing access to housing and resources that create lasting stability. Families Forward owns and manages 57 units of affordable housing across Orange County.

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It has extensive experience in acquiring and managing condos. The City/Authority previously partnered with Families Forward and provided former redevelopment funding to the organization for the acquisition of a City-owned four-plex. In 2015, Families Forward acquired the property off Saguaro Street.

With assistance from public, private, and non-profit partners, it extensively rehabilitated the property and it is now used as affordable housing.

Families Forward proposes to leverage the City/Authority funds with funds from the organization and a potential investment from a third-party to purchase a four- to eight-unit complex it will rehabilitate and turn into affordable housing for very low to low-income families who are at-risk of homelessness. Families Forward offers a comprehensive suite of Housing First support services to promote upward economic mobility and maintain permanent housing.

During the evaluation process, Families Forward was found to be the most qualified firm based on its extensive experience purchasing, rehabilitating, managing, and operating affordable housing projects in the region. Ultimately, the Evaluation Committee ranked Families Forward the highest overall, and staff recommended the City Council/Authority Board select Families Forward as the affordable housing partner.

Recommended Action

Based upon the technical review and interview process, staff recommends the City and Authority elect to partner with Families Forward for the acquisition and conversion or rehabilitation of affordable housing in Lake Forest. Given Families Forward’s experience, the Evaluation Committee believes Families Forward will be the best partner to locate a suitable site and execute the project to fulfill the City’s affordable housing goals. Due to HUD’s timing requirement, staff also recommends the City Council authorize the City Manager to execute an ENA.

Next Steps

Based on the City Council/Authority Board’s direction, the next step in this process is to enter into an ENA with Families Forward. Staff would work with the City Attorney’s Office to draft the agreement, which would stipulate roles and responsibilities, milestones, project schedule, and other related activities to ensure that certain objectives are completed. In addition, staff will bring back an Affordable Housing Agreement for submission to the City Council/Authority Board for review and approval. The Affordable Housing Agreement shall consist of terms, conditions, covenants, restrictions and agreements acceptable to the City Council/Authority Board.

Item: 18
715

FISCAL IMPACT:

The fiscal impact associated with preparing the ENA includes staff time and attorney’s fees to prepare and review the agreement. As identified in the NOFA, there is currently $432,703 in CDBG funds and approximately $1.2 million in funds from the Authority’s Low/Moderate Income Housing Asset Fund.

ATTACHMENTS:

1. Exclusive Negotiation Agreement with National CORE

Initiated By: Adrian Grijalva, Senior Management Analyst Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager

Item: 18
716

Lake Forest City CouncilJune 20, 2023

Lake Forest City Council
June 20, 2023