AGENDA
LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, March 19, 2024
Closed Session 5:30 p.m.
Public Session 6:30 p.m.
City Council Chambers, 100 Civic Center Drive, Lake Forest, California NOTICE: Pursuant to Lake Forest Municipal Code Section 2.04.010, Regular Meetings of the City Council are held the First and Third Tuesday of each month at the hour of 5:30 p.m. for Closed Session matters, if required.
The Public Session of the meeting shall commence at 6:30 p.m. or as soon thereafter as possible. Special Meeting times may be held at a different time and date as listed on the Agenda.
AGENDA DOCUMENT REVIEW: The Agenda and staff reports are available on the Internet at https://www.lakeforestca.gov/en/government/meeting-agendas-and-minutes/meeting-agendas and at the City Clerk’s Office, 100 Civic Center Drive, Lake Forest, California, on the Friday before the meeting on Tuesday.
AGENDA DESCRIPTION: The Agenda descriptions are intended to give notice to members of the public of a general summary of items of business to be transacted or discussed. The listed Recommended Action represents staff’s recommendation. The City Council may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the recommended action.
AGENDA ON SOCIAL MEDIA: This meeting will be streamed through Facebook Live. Comments will not be taken via Facebook Live. The City provides the Facebook Live stream as an additional service to the public.
However, the City cannot guarantee that its network and/or the site will be uninterrupted. The City is not responsible for any interrupted service.
SPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETING AND PUBLIC COMMENT:
PUBLIC PARTICIPATION: In addition to attending in person, members of the public may access the meeting live on our website at https://www.lakeforestca.gov/en/government/meeting-agendas-and-minutes/meeting-agendas.
PUBLIC COMMENT PRIOR TO THE MEETING: Members of the public may submit email comments to [email protected]. Email comments will be uploaded to the agenda packet and made part of the official public record of the meeting and will not be read at the meeting. To ensure staff reviews all comments prior to the City Council meeting, please submit email comments no later than 5:00 p.m. the day of the meeting.
PUBLIC COMMENT: Members of the public may provide comments in-person at the meeting. Public comments will no longer be accepted remotely. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk. To ensure prompt distribution to the City Council, members of the public wishing to provide written materials to the City Council should do so prior to the start of the meeting or as close thereto as possible, as time will not be taken during the public comment period to distribute written materials to the City Council.
March 19, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 1 CALL TO ORDER:
Council Members:
Mayor Pro Tem:
Mayor:
City Manager:
City Attorney:
City Clerk:
5:30 p.m.
Doug Cirbo
Robert Pequeño
Benjamin Yu
Scott Voigts
Mark Tettemer
Debra Rose
Matthew E. Richardson
Lisa Berglund
CLOSED SESSION PUBLIC COMMENT:
CLOSED SESSION: At this time, the City Council may recess to Closed Session for conference with Legal Counsel to discuss the items listed below pursuant to Government Code requirements. Any items not concluded by 6:30 p.m. may be continued to the end of the Public Session. At this time, members of the public may address the City Council regarding any items listed on the Closed Session agenda. No action may be taken on items not listed on the agenda unless authorized by law. Comments shall be limited to three minutes per item. Any person wishing to address the City Council on a Closed Session matter is requested to complete a "Request to Speak" form available at agenda public review table near the entrance. The completed form is to be submitted to the City Clerk prior to an individual being heard by the City Council. Whenever possible, lengthy testimony should be presented to the City Council in writing (8 copies) and only pertinent points presented orally.
CLOSED SESSION (Item No. 1)
CLOSED SESSION: At this time, the City Council may recess to Closed Session for conference with Legal Counsel to discuss the items listed below pursuant to Government Code requirements. Any items not concluded by 6:30 p.m. may be continued to the end of the Public Session.
1. CONFERENCE WITH LABOR NEGOTIATORS
PURSUANT TO GOVERNMENT CODE SECTION 54957.6
AGENCY DESIGNATED REPRESENTATIVE: MAYOR AND CITY
MANAGER
UNREPRESENTED EMPLOYEE(S): ALL EMPLOYEES
RECOMMENDED ACTION: Conduct closed session.
RECESS: City Council will recess to Closed Session for the purpose of conducting regular City business.
RECONVENE: City Council will reconvene to continue regular City business.
March 19, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 2 PUBLIC SESSION: 6:30 p.m.
PUBLIC SESSION: At this time, the City Council will convene to consider public matters. Those wishing to address the City Council are requested to submit a completed “Request to Speak” form to the City Clerk prior to City Council action.
INVOCATION: The Invocation will be provided by Dr. Loujan Matin, Baha’i Faith.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Mayor Pro Tem Voigts.
CLOSED SESSION REPORT: City Attorney will report on Closed Session.
PRESENTATIONS (Item No. 2)
2. RECOGNITION OF 2023 COMMISSION CHAIRS
RECOMMENDED ACTION: Recognize the 2023 Chairs of the Community Services, Traffic and Parking, and Planning Commissions.
PUBLIC COMMENTS
Members of the public can submit an e-comment to [email protected]. E-comments will not be read at the meeting.
Members of the public may also provide comments in-person at the meeting. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk.
CONSENT CALENDAR (Item Nos. 3 – 9)
All matters listed under the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless Members of the City Council, the public, or staff request specific items be removed from the Consent Calendar for separate action.
3. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES RECOMMENDED ACTION: Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.
March 19, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 3
4. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON MARCH 5, 2024
RECOMMENDED ACTION: Approve as submitted.
5. CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION: Approve the warrant register in the amount of$6,685,917.11.
6. ACCEPTANCE OF SHEA HOMES IMPROVEMENTS AND RELEASE OF BONDS FOR TRACT 15594
RECOMMENDED ACTION: 1. Accept as complete the tract improvements and monumentation constructed by Shea Homes Limited Partnership, A California Limited Partnership, for Tract 15594. 2. Authorize the City Clerk to release the Rider Bond for Subdivision Faithful Performance and Subdivision Labor and Materials in the amount of $320,060 and the Subdivision Improvement Monumentation Bond in the amount of $56,000.
3. Authorize the City Clerk to release the Subdivision Improvement Warranty Bond in the amount of $159,600 one year after acceptance of the public improvements for Tract 15594 with the concurrence of the Director of Public Works/City Engineer.
7. RESOLUTION FOR FUNDING OF FUTURE PROJECTS SUBMITTED IN THE 2025 FEDERAL TRANSPORTATION IMPROVEMENT PROGRAM
RECOMMENDED ACTION: Adopt a Resolution entitled: A RESOLUTION
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA,
AUTHORIZING PARTICIPATION IN AND CERTIFICATION OF FUNDS
FOR THE ORANGE COUNTY TRANSPORTATION AUTHORITY'S
FEDERAL TRANSPORTATION IMPROVEMENT PROGRAM.
8. FIRST AMENDMENT TO THE AGREEMENT WITH ANSER ADVISORY March 19, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 4
MANAGEMENT, LLC FOR CONSTRUCTION ADMINISTRATION AND
CONSTRUCTION INSPECTION SERVICES FOR THE EL TORO ROAD
AND PORTOLA PARKWAY/SANTA MARGARITA INTERSECTION
IMPROVEMENTS (PW2019-03)
RECOMMENDED ACTION: 1. Approve the First Amendment to the Professional Consultant Services Agreement for Construction Administration and Construction Inspection services with Anser Advisory Management, LLC. 2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment to the Agreement with Anser Advisory Management, LLC substantially in the forms attached.
9. NOTICE OF COMPLETION FOR EL TORO ROAD & PORTOLA
PARKWAY/ SANTA MARGARITA INTERSECTION IMPROVEMENTS
(PW2019-03)
RECOMMENDED ACTION: 1. Find that MMG Engineering, Inc. has completed construction of the El Toro Road & Portola Parkway/ Santa Margarita Parkway Intersection Improvements (PW 2019-03). 2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City. 3. Authorize the City Clerk to submit the Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of City Council approval, as required by Section 9204 of the California Civil Code. 4. Authorize staff to release any unencumbered retention in accordance with California law.
DISCUSSION/ACTION ITEMS (Item Nos. 10 – 11)
The following matters are for City Council consideration/discussion/action. Members of the public may have the opportunity to address these items if they wish to do so. Please complete the Request to Speak form and give to the City Clerk.
March 19, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 5
10. 2023 GENERAL PLAN ANNUAL PROGRESS REPORT
RECOMMENDED ACTION: Authorize staff to submit the 2023 General Plan Annual Progress Report to the Governor's Office of Planning and Research and the State’s Housing and Community Development Department.
11. 2023 ANNUAL HOUSING ELEMENT PROGRESS REPORT
RECOMMENDED ACTION: Authorize staff to submit the 2023 Annual Housing Element Progress Report to the State Department of Housing and Community Development and the Governor's Office of Planning and Research.
CITY MANAGER'S REPORT
At this time, the City Manager may comment on agenda and non-agenda items; and report on items of interest to the City Council and community.
CITY COUNCIL COMMENTS
At this time, City Council Members may comment on agenda or non-agenda matters. No discussion may take place on any item not appearing on the posted agenda. Council Members may ask a question for clarification, respond to statements made or questions posed by the public, make a brief announcement, or make a brief report on his or her own activities. In addition, the City Council may refer to staff or other resources for factual information, request staff to report back at a subsequent meeting or direct staff to place a matter of business on a future agenda. No action may be taken on non-agenda matters unless authorized by law (Government Code Section 54954.2).
Council Member Cirbo:
Council Member Pequeño:
Council Member Yu:
Mayor Pro Tem Voigts:
Mayor Tettemer:
March 19, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 6
ADJOURNMENT
In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this Meeting, including auxiliary aids or services, you should contact the Office of the City Clerk at (949) 461-3400.
Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and agenda back-up materials can be obtained from the Office of the City Clerk on the Friday prior to the City Council meeting. Copies of all Agendas, Staff Reports and Supporting Materials can also be found on the City’s website – https://www.lakeforestca.gov/129/Agendas.
Agenda and agenda packets, if requested, will be made available in an appropriate alternative format to persons with a disability as required by the Americans With Disabilities Act. Copies of the agenda are provided at no cost and agenda back-up materials are available at the per page copy cost.
The City of Lake Forest mailing address is City Council Chambers, 100 Civic Center Drive, Lake Forest, California.
Phone: (949) 461-3400. FAX (949) 461-3511
CERTIFICATION: I, Lisa Berglund, City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on March 14, 2024.
Lisa Berglund
City Clerk
March 19, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 7
CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: City Clerk
SUBJECT:
RECOGNITION OF 2023 COMMISSION CHAIRS
RECOMMENDED ACTION(S):
Recognize the 2023 Chairs of the Community Services, Parking and Traffic, and Planning Commissions.
EXECUTIVE SUMMARY:
The City Council wishes to recognize the efforts and accomplishments of the Chair of each Commission for their leadership in 2023. Staff prepared recognition certificates for Jolene Fuentes, 2023 Chair of the Planning Commission; Loretta Herrin, 2023 Chair of the Community Services Commission; and Vladimir Anderson, 2023 Chair of the Traffic and Parking Commission. Staff recommends the recognitions attached be approved and presented to these individuals this evening.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
1. Recognition - Planning Commission Chairperson Fuentes
2. Recognition - Community Services Commission Chairperson Herrin
3. Recognition - Traffic and Parking Commission Chairperson Anderson Initiated By: Thy Merritt, Assistant City Clerk
Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 2
8 Attachment 1
Item: 2
9 CERTIFICATE OF RECOGNITION
THE LAKE FOREST CITY COUNCIL
HEREBY RECOGNIZES
Jolene Fuentes
The City Council and City of Lake Forest would like to thank you for your service as the 2023 Planning Commission Chair.
March 19, 2024
________________________
MARK TETTEMER
MAYOR
________________________
SCOTT VOIGTS
MAYOR PRO TEM
_________________________
ROBERT PEQUEÑO
COUNCIL MEMBER
________________________
DOUG CIRBO
COUNCIL MEMBER
________________________
BENJAMIN YU
COUNCIL MEMBER
Item: 2
10 Attachment 2
Item: 2
11 CERTIFICATE OF RECOGNITION
THE LAKE FOREST CITY COUNCIL
HEREBY RECOGNIZES
Loretta Herrin
The City Council and City of Lake Forest would like to thank you for your service as the 2023 Community Services
Commission Chair.
March 19, 2024
________________________
MARK TETTEMER
MAYOR
________________________
SCOTT VOIGTS
MAYOR PRO TEM
_________________________
ROBERT PEQUEÑO
COUNCIL MEMBER
________________________
DOUG CIRBO
COUNCIL MEMBER
________________________
BENJAMIN YU
COUNCIL MEMBER
Item: 2
12 Attachment 3
Item: 2
13 CERTIFICATE OF RECOGNITION
THE LAKE FOREST CITY COUNCIL
HEREBY RECOGNIZES
Vladimir Anderson
The City Council and City of Lake Forest would like to thank you for your service as the 2023 Traffic and Parking
Commission Chair.
March 19, 2024
________________________
MARK TETTEMER
MAYOR
________________________
SCOTT VOIGTS
MAYOR PRO TEM
_________________________
ROBERT PEQUEÑO
COUNCIL MEMBER
________________________
DOUG CIRBO
COUNCIL MEMBER
________________________
BENJAMIN YU
COUNCIL MEMBER
Item: 2
14 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: City Clerk
SUBJECT:
MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES
RECOMMENDED ACTION(S):
Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.
EXECUTIVE SUMMARY:
California Government Code 36934 allows titles of ordinances and resolutions to be waived.
FISCAL IMPACT:
There is minimal fiscal impact associated with the recommended action.
ATTACHMENTS:
None.
Submitted By: Lisa Berglund, MPA, City Clerk
Approved By: Debra Rose, City Manager
14 Item: 3
15 MINUTES OF A REGULAR MEETING
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST
The regular meeting of the City Council of the City of Lake Forest held Tuesday, March 5, 2024, at the Lake Forest City Council Chambers, 100 Civic Center Drive, Lake Forest, California, was called to order at 5:30 PM with all members present.
ROLL CALL:
Council Members:
Robert Pequeño
Scott Voigts
Benjamin Yu
Mayor Pro Tem: Mark Tettemer
Mayor: Doug Cirbo
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Lisa Berglund
CLOSED SESSION
1. CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6
Agency designated representative: Mayor and City Manager Unrepresented employee(s): All Employees
ACTION: Closed session was conducted.
2. CONFERENCE WITH LEGAL COUNSEL- EXISTING LITIGATION
Pursuant to Government Code section 54956.9(d)(1)
Number of cases: 1
Case name: Christopher Nils Connolly, et al. v. City of Lake Forest Case No.: OCSC 30-2022-01246650-CU-BT-CXC
ACTION: Closed session was conducted.
RECESS: City Council recessed to Closed Session for the purpose of conducting regular City business.
At 6:30 p.m. Mayor Tettemer reconvened Open Session with all members present.
CLOSED SESSION REPORT: City Attorney Richardson had no action to report.
PUBLIC COMMENT: Andrew O’Connor expressed his concerns with Best, Best, and Krieger.
Item: 4
16 March 5, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 2 of 7 INVOCATION: The Invocation was provided by Deacon Dan Diesel, Santiago de Compostela Catholic Church.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Boy Scout Troop #628.
REPORT FROM STUDENT LIAISON: Aarav Rajpara, Student Liaison from El Toro High School, delivered his report.
PRESENTATIONS: (Item No. 3)
MOTION: It was moved by Mayor Pro Tem Voigts, seconded by Council Member Yu, to approve Presentation Item No. 3. The motion was carried by a vote of 5/0.
3. PRESENTATION RELATED TO RECENT E-BIKE ENFORCEMENT ACTIONS City Manager Rose introduced this item and invited Chief of Police Services Captain Berryman to provide a presentation. No public comment was offered.
ACTION: A report from the Orange County Sheriff's Department regarding recent e-bike-related enforcement actions was received and filed.
CITY COUNCIL COMMENTS:
Mayor
Tettemer:
Mayor Tettemer read the following statement into the record:
“I’d like to make a statement regarding the recent activities involving Council Member Benjamin Yu. I am not speaking for the entire Council, but as the Mayor.
Let me start by saying that I don’t condone any form of abuse, under any circumstances. Period.
The events pertaining to Council Member Yu have drawn attention to the City of Lake Forest. This is not only unfortunate publicity for the City but has created a distraction for the City, including staff and this Council.
Some believe this Council should have Council Member Yu removed from office. That is not possible. He can be removed by the voters of the District he represents.
Some have called upon this Council to censure my colleague. The City has a policy regarding censure. It reads as follows:
If a member of the City Council is found guilty or liable by any court Item: 4
17 March 5, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 3 of 7 of law, enforcement agency, administrative hearing officer, or public agency investigation, of violating a Law or Regulation, as that term is defined in this policy, he or she may also be subject to potential censure pursuant to the procedures of this Censure Policy.
Regardless of one’s views on what has transpired, we all are presumed innocent until proven guilty. I assume these matters are going through the proper legal process and I hope will be resolved sooner rather than later so we can end this distraction and focus our time and attention on the matters the community expects us to address. Thank you.”
Council
Member
Cirbo:
Council Member Cirbo read the following statement into the record:
“Just as most of us do, I have a strong sense of right and wrong. I also believe that actions definitely have consequences. I don't condone any illegal activity and I support appropriate judgment for sanctions for those found guilty of charges through our legal system and due process. Accusation is not a conviction. Our society has agreed to utilize the system we have in place to properly uncover facts in a case and render a decision about guilt or innocence and punishment or acquittal. I've applied these due process principles in a number of different positions in my career and my volunteer activities. I'm going to continue to trust our legal system to apply these principles. Thank you.”
Council
Member
Pequeño:
Council Member Pequeño read the following statement into the record:
“My first arrest as a deputy sheriff in this city was for domestic violence. Some of the worst calls that I responded to were domestic abuse calls. I was assaulted by few of those calls by both the suspect and the victim. FBI data shows domestic violence calls are the amongst the deadliest for law enforcement officers. 80% of the unsheltered women self report trauma or domestic abuse as a cause of their homelessness. Right now, right at this very instance, a silent war across this nation is being waged. A violation of humanity a crime that is least prosecuted and a great threat endangering the lives of thousands of women and children daily. I find it embarrassing that are city is in the national spotlight over this issue.
Domestic violence has no place in this city our state or this planet.
With that being said, I spent the last 40 years of my life serving my country in various capacities. I swore an oath to support and defend the constitution of the United States that same document affords the right to due process to everyone no matter what the charge is.
Everyone is innocent until proven otherwise. Thank you” Item: 4
18 March 5, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 4 of 7 Council
Member Yu:
Council Member Yu read the following statement into the record:
“Mayor Tettemer, Mayor Pro Tem Voigts, Council Members
Pequeno and Cirbo, City Manager Rose, City staff and my constituents,
I’m saddened legal issues arising from my private life have brought us into a negative spotlight. Please accept my sincere apology for that. As your public servant, I’ve been tirelessly attending to the needs of individuals and communities and working to improve every aspect of life in our city. This isolated, private matter does not impact my capacity to serve you. It motivates me to work harder to repay your trust. Many may also know I briefly experienced a crisis during this challenging time. I’m deeply grateful for the help and support from the public, friends, and families. I want to name a few, including VA Long Beach Healthcare System, OCSD, OC Healthcare agency, and our former Mayor Dwight Robinson. Your prayers, love, and kindness lifted me up. Today, I am cooler and stronger than ever.
This legal issue is complex and more than meets the eye. It is not prosecuted in the public opinion but adjudicated in the court of law.
Therefore, I kindly request the respect of peace and privacy for all parties, including my fellow council members, city staff, and my friends and families. The justice may be late, but it will come.
May God bless the heart of the other party involved, and more so, all residents, the City of Lake Forest and the United States of America.
Thank you“
Mayor Pro
Tem Voigts:
Mayor Pro Tem Voigts read the following statement into the record:
“I’ve lived in Lake Forest for a long time. I’m incredibly blessed and honored to serve on the Council as a Council member here i the City that I love so much. I am proud of our city. The allegations of the charges that have been brought forth on fellow Council member Benjamin Yu are troublesome and upsetting to me and to many of those that are in the city. I condemn domestic violence. No man should raise a hand in anger towards any female. As a Council member there is nothing that any of us in city can do at this time. He will have his day in court. For him his side and when that concludes we will discuss what options as council members in the city we have.
Thank you for your time and patience.”
PUBLIC COMMENTS:
Item: 4
19 March 5, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 5 of 7 Larry Kallestad expressed concerns with Irvine Ranch Water District’s relocation of a water pipe.
Marc Hedgpeth expressed concerns with Irvine Ranch Water District’s relocation of a water pipe.
Walt Nobrega expressed concerns with recent events regarding Council Member Yu.
Andrea Alexander requested that Southern California Edison provide updates on their operations.
Louise Robertson expressed concerns with recent events regarding Council Member Yu.
Preston Barnes provided information on the Lake Forest Rotary Club’s fundraising efforts.
Marcel Louis IVX provided the Council Members with a written report.
Andrew O’Connor expressed concerns with recent events regarding Council Member Yu.
Rita Bradley expressed concerns with recent events regarding Council Member Yu.
Margie Matsil provided information on John Irish’s memorial service.
Bob Holtzclaw expressed concerns with recent events regarding Council Member Yu.
Nancy Coulter expressed concerns with a motorhome parked on Serrano.
CONSENT CALENDAR: (Item Nos. 4 – 7)
MOTION: It was moved by Council Member Yu, seconded by Mayor Pro Tem Voigts, to approve Consent Calendar Item Nos. 4 – 7. The motion was carried by a vote of 5/0.
4. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES ACTION: Said Ordinances and Resolutions which appeared on the public agenda were determined to have been read by title and further reading was waived.
5. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON FEBRUARY 20, 2024
ACTION: The minutes were approved as submitted.
6. NOTICE OF COMPLETION FOR PORTOLA PARK LIGHTING PROJECT (PW 2017-16A)
ACTION: 1. Delta Electric LLC was found to have completed construction of the Portola Park Lighting Project (PW 2017-16A). 2. The Notice of Completion was approved and the Mayor was authorized to execute the document on behalf of Item: 4
20 March 5, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 6 of 7 the City. 3. The City Clerk was authorized to submit Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code. 4. Staff was authorized to process final progress payment and unencumbered retention in accordance with California law.
7. CONSIDERATION OF SEVENTH FUNDING PHASE FOR THE CITY’S SHOP & DINE COMMUNITY GIFT CARD PROGRAM WITH YIFTEE, INC.
ACTION: 1. The City Council authorized the City Manager to enter into the attached BOGO Campaign Quickstart Agreement with Yiftee, Inc. and solely include the $50 and $100 gift card options in the Shop & Dine Community Gift Card Program. 2. A Resolution Entitled: A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2023-2025 OPERATING BUDGET; AMENDING APPROPRIATIONS FOR FISCAL YEAR 2023-24 was adopted.
DISCUSSION/ACTION ITEMS: (Item Nos. 8 – 10)
8. FISCAL YEAR 2023-24 MID-YEAR BUDGET REVIEW
City Manager Rose introduced this item and invited Finance Director Shirah to provide a presentation. No public comment was offered. Council member questions were asked and answered.
MOTION: It was moved by Mayor Pro Tem Voigts, seconded by Council Member Yu, to: Adopt a Resolution entitled: A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2023-2025 OPERATING BUDGET; AMENDING THE 2023-2030 CAPITAL
IMPROVEMENT PLAN, AMENDING APPROPRIATIONS FOR FISCAL YEAR 2023-24. The motion was carried by a vote of 5/0.
9. RECOMMENDED DEVELOPMENT PARTNER FOR AFFORDABLE HOUSING
PROJECT
Mayor Pro Tem Voigts exited the City Council Chambers and left the meeting at 7:42 p.m.
City Manager Rose introduced this item and invited Economic Development and Housing Manager Grijalva to provide a presentation. Andrea Alexander offered public comment in support of this item. Andrew O’Connor offered public comment and criticized this item. Council member questions were asked and answered.
MOTION: It was moved by Council Member Pequeño, seconded by Council Member Cirbo, to: 1. Approve an Exclusive Negotiation Agreement with National Item: 4
21 March 5, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 7 of 7 CORE. 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 affordable housing project. The motion was carried by a vote of 4/0 with Mayor Pro Tem Voigts absent.
10. ENTERPRISE PERMITTING AND LICENSING SOFTWARE CLOUD
MIGRATION PROJECT
City Manager Rose introduced this item and invited Information Technology Manager McBratney to provide a presentation. Andrew O’Connor offered public comment and expressed concerns with the agreement. Council member questions were asked and answered.
MOTION: It was moved by Council Member Pequeño, seconded by Council Member Cirbo, to authorize the City Manager to execute an amendment to the 2021 Agreement with Tyler Technologies to upgrade the City to the Cloud/Software as a Service (“SaaS”) version for a term of one year, in the amount of $194,609. The motion was carried by a vote of 4/0 with Mayor Pro Tem Voigts absent.
CITY MANAGER'S REPORT: City Manager Rose had nothing further to report.
ADJOURNMENT: The Regular Meeting of the City Council was adjourned at 8:14 p.m.
Respectfully submitted:
APPROVED:
LISA BERGLUND MARK TETTEMER
CITY CLERK MAYOR
Item: 4
22 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: Finance
SUBJECT:
CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION(S):
Approve the warrant register in the amount of $6,685,917.11.
EXECUTIVE SUMMARY:
In accordance with Government Code Section 37202 and Lake Forest Municipal Code Chapter 3.16, the official below certifies that 1) the invoices of the warrant register have been properly reviewed and 2) funds are available for payment of the warrants.
FISCAL IMPACT:
The amount of the warrant register is $6,685,917.11.
ATTACHMENTS:
Warrant Register
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 5
23 Attachment
Item: 5
24 3/6/2024 10:47:52 AM Page 1 of 20
Check Report
City of Lake Forest By Check Number
Date Range: 02/01/2024 - 02/29/2024
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Bank Code: OP-Operating
Payment Type: Manual
THB000000 EMPLOYEE PAYROLL CHECK 02/09/2024 11144782.42Manual 0.00 11144 Invoice 02/09/2024 LIVE ADP CHECK 11144 PPE 02/02/2024 782.420.00 THB000000 EMPLOYEE PAYROLL CHECK 02/09/2024 11145708.05Manual 0.00 11145 Invoice 02/09/2024 LIVE ADP CHECK 11145 PPE 02/02/2024 708.050.00 THB000000 EMPLOYEE PAYROLL CHECK 02/23/2024 1114654.48Manual 0.00 11146 Invoice 02/23/2024 LIVE ADP CHECK 11146 PPE 02/16/2024 54.480.00 THB000000 EMPLOYEE PAYROLL CHECK 02/23/2024 11147420.55Manual 0.00 11147 Invoice 02/23/2024 LIVE ADP CHECK 11147 PPE 02/16/2024 420.550.00 THB000000 EMPLOYEE PAYROLL CHECK 02/23/2024 11148354.01Manual 0.00 11148 Invoice 02/23/2024 LIVE ADP CHECK 11148 PPE 02/16/2024 354.010.00 2,319.51Total Manual: 0.00
Item: 5
25 Check Report Date Range: 02/01/2024 - 02/29/2024
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Payment Type: Regular
10226 L & M AUTOMOTIVE 02/08/2024 802309-39.75Regular 0.00 10977 ALAN LE 02/01/2024 8026342,220.00Regular 0.00
RESB-08-23-61340 Invoice 02/01/2024 REFUND C&D DEPOSIT 2,220.000.00 10017 ALL CITY MANAGEMENT 02/01/2024 80263540,185.60Regular 0.00 89883 Invoice 02/01/2024 CROSSING GUARD 11/26 - 12/09 20,092.800.00 90188 Invoice 02/01/2024 CROSSING GUARD 12/10 - 12/23 20,092.800.00 10021 ALLURE PEST MANAGEMENT INC 02/01/2024 802636150.00Regular 0.00 109342 Invoice 02/01/2024 BEE/WASP TREATMENT JAN CHERRY PARK 150.000.00 10033 ANGELA VELEZ 02/01/2024 80263795.00Regular 0.00
2002753.021 Invoice 02/01/2024 REFUND SALSA & LATIN BASIC #12108 95.000.00 10041 ASCAP 02/01/2024 8026381,117.11Regular 0.00
01/23/2024 Invoice 02/01/2024 LICENSING FEE 10/19 -12/19 1,117.110.00 10044 AT&T CALNET3 02/01/2024 802639232.46Regular 0.00
000021072909 Invoice 02/01/2024 MPS UTILITIES DEC 146.250.00 000021080033 Invoice 02/01/2024 PARK UTILITIES DEC 86.210.00 10074 CALIFORNIA STATE DISBURSEMENT 02/01/2024 802640147.70Regular 0.00 01/19/2024 Invoice 02/01/2024 REMIT ID 200000002413681 SDU/TRIBAL … 147.700.00 10079 CALPERS LONG TERM CARE PROGRAM 02/01/2024 802641238.85Regular 0.00 15183553 Invoice 02/01/2024 EE CONT PPE 02/02/2024 238.850.00 10086 CARLSON STRATEGIC LAND 02/01/2024 802642732.15Regular 0.00 1806 Invoice 02/01/2024 MITIGATION MONITORING DEC CIVIC CEN… 732.150.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 02/01/2024 802643199.50Regular 0.00 01/19/2024 Invoice 02/01/2024 EE CONT PPE 01/19/2024 199.500.00 10523 CLIFTONLARSONALLEN LLP 02/01/2024 8026444,147.50Regular 0.00 L241018398 Invoice 02/01/2024 SCO REPORT COMP FOR 06/30/2023 AND … 4,147.500.00 10104 CONVERGINT TECHNOLOGIES LLC 02/01/2024 8026453,004.83Regular 0.00 IN00143163 Invoice 02/01/2024 CCTV MONTHLY MAINTENANCE JAN 3,004.830.00 10109 COUNTY OF ORANGE TREASURER TAX 02/01/2024 80264615,159.75Regular 0.00 SH 67431 Invoice 02/01/2024 AFIS FINGERPRINT JAN 3,149.000.00 STCS002336 Invoice 02/01/2024 800 MHZ MAINTENANCE 01/01/24 - 03/31… 11,837.000.00 STTM001741 Invoice 02/01/2024 800 MHZ MAINTENANCE 09/01/23 - 09/30… 173.750.00 10978 CRAIG BEINLICH CONSTRUCTION 02/01/2024 8026475,700.00Regular 0.00 RESB-11-22-57623 Invoice 02/01/2024 REFUND C&D DEPOSIT 5,700.000.00 10113 CROWN FACILITY SOLUTIONS 02/01/2024 8026481,453.79Regular 0.00 2946 Invoice 02/01/2024 JANITORIAL SERVICES COM CTR PERMIT 7… 498.490.00 2947 Invoice 02/01/2024 JANITORIAL SERVICES COM CTR PERMIT 6… 368.490.00 2948 Invoice 02/01/2024 JANITORIAL SERVICES TOURNAMENT 1/20… 218.320.00 2950 Invoice 02/01/2024 JANITORIAL SERVICES COM CTR PERMIT 7… 368.490.00 10533 DIN HO CHINESE RESTAURANT 02/01/2024 8026491,190.00Regular 0.00 01/19/2024 Invoice 02/01/2024 SENIOR THURSDAY LUNCH 01/25 1,190.000.00 10139 ELENA SALISBURY 02/01/2024 802650633.50Regular 0.00 12186 Invoice 02/01/2024 WINTER MUSIC TOGETHER INSTRUCTOR P… 196.000.00 12187 Invoice 02/01/2024 WINTER MUSIC TOGETHER INSTRUCTOR P… 252.000.00 12190 Invoice 02/01/2024 WINTER MUSIC TOGETHER INSTRUCTOR P… 185.500.00 10163 FLOCK GROUP INC 02/01/2024 802651750.00Regular 0.00 INV-28486 Invoice 02/01/2024 RELOCATION OF CAMERA #49 - PITTSFORD 750.000.00 10914 GALLS PARENT HOLDINGS LLC 02/01/2024 802652129.30Regular 0.00 Item: 5
26 Check Report Date Range: 02/01/2024 - 02/29/2024
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 026640461 Invoice 02/01/2024 STARS UNIFORM 129.300.00
10181 HDL COREN & CONE 02/01/2024 8026535,312.50Regular 0.00 SIN035340 Invoice 02/01/2024 3RD QTR 23/24 CONTRACT SERVICES - PR… 5,312.500.00 10186 ICF JONES & STOKES INC 02/01/2024 8026541,280.92Regular 0.00 INV-00000084586 Invoice 02/01/2024 MITIGATION DEC CIVIC CENTER 1,280.920.00 10203 JAMEY CLARK INC 02/01/2024 8026554,659.96Regular 0.00 74693 Invoice 02/01/2024 SWING REPAIRS JAN PEACHWOOD PARK 178.340.00 74703 Invoice 02/01/2024 PLAYGROUND CRAWL TUBE PANEL JAN LF… 1,237.430.00 74706 Invoice 02/01/2024 RESTROOM PLUMBING JAN BAKER RANCH… 356.680.00 74712 Invoice 02/01/2024 RESTROOM PRESSURE WASH JAN EL TORO… 754.450.00 74719 Invoice 02/01/2024 RESTROOM FLOOR PLUMBING JAN SERRA… 967.060.00 74720 Invoice 02/01/2024 RESTROOM SINK PLUMBING JAN BAKER R… 178.340.00 74721 Invoice 02/01/2024 INSTALL BABY CHANGING TABLE JAN HER… 668.450.00 74722 Invoice 02/01/2024 REPLACE URINAL DIAPHRAGM JAN LFSP 319.210.00 10448 KARI HALL DBA OC PARTY COMPANY 02/01/2024 8026561,490.00Regular 0.00 2570 Invoice 02/01/2024 BUNNY BLAST FACE PAINTING 03/23 1,490.000.00 10979 KDC CONSTRUCTION 02/01/2024 8026577,500.00Regular 0.00 COMB-08-20-417…Invoice 02/01/2024 REFUND C&D DEPOSIT 7,500.000.00 10220 KIDDER MATHEWS OF CALIFORNIA 02/01/2024 80265847,915.65Regular 0.00 KMC-107741 Invoice 02/01/2024 MONTHLY MAINENANCE DEC CIVIC CENTER 47,915.650.00 10495 KONICA MINOLTA 02/01/2024 802659247.42Regular 0.00 43982839 Invoice 02/01/2024 C300I COPIER LEASE COMM CTR JAN 247.420.00 10223 KONICA MINOLTA BUSINESS 02/01/2024 802660484.33Regular 0.00 9009747759 Invoice 02/01/2024 COPIER MONTHLY MAINT - HP PRINTERS 1… 484.330.00 10226 L & M AUTOMOTIVE 02/01/2024 80266140.79Regular 0.00 53618 Invoice 02/01/2024 VEHICLE MAINTENANCE JAN 2019 DODGE… 40.790.00 10976 LAUREN TAYLOR 02/01/2024 80266250.00Regular 0.00
2002748.021 Invoice 02/01/2024 REFUND PERMIT 7167 50.000.00 10232 LGC GEOTECHNICAL INC 02/01/2024 8026632,304.50Regular 0.00 01-20289 Invoice 02/01/2024 3RD PARTY GEO REVIEW MEADOWS & AS… 2,304.500.00 10468 MISSIONSQUARE 02/01/2024 80266414,292.83Regular 0.00 01/19/2024 Invoice 02/01/2024 DEFERRED COMP ACCT 303669 PPE 01/19… 14,292.830.00 10280 ORANGE COUNTY SHERIFF S OFFICE 02/01/2024 80266588.94Regular 0.00 01/19/2024 Invoice 02/01/2024 LOF NO. 30-2019-01097622-CL-CL-CJC PPE… 88.940.00 10822 ORIENTAL TRADING COMPANY INC 02/01/2024 8026661,284.82Regular 0.00 729361798-01 Invoice 02/01/2024 BUNNY BLAST 1,284.820.00 10974 PATRICIA BURGOS 02/01/2024 80266790.00Regular 0.00 2002752.021 Invoice 02/01/2024 REFUND SALSA & LATIN BASIC #12108 90.000.00 10972 SANDRA MILES 02/01/2024 8026681,000.00Regular 0.00 1103 Invoice 02/01/2024 ADA TRAINING FOR COMMUNITY DEVELO… 1,000.000.00 10925 SELF INSURED SERVICES COMPANY 02/01/2024 8026698,917.70Regular 0.00 B0C84H Invoice 02/01/2024 FTE VISION & DENTAL PREMIUMS JAN 8,917.700.00 10325 SHELTERCLEAN SERVICES INC 02/01/2024 8026703,134.73Regular 0.00 762899 Invoice 02/01/2024 BUS SHELTER MAINTENANCE DEC 3,134.730.00 10329 SO CAL INDUSTRIES 02/01/2024 802671862.00Regular 0.00 01/24/2024 Invoice 02/01/2024 RESTROOMS FOR SNOWFEST 862.000.00 Item: 5
27 Check Report Date Range: 02/01/2024 - 02/29/2024
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 10334 SOUTH COUNTY PLUMBING INC 02/01/2024 802672805.00Regular 0.00 26007 Invoice 02/01/2024 RESTROOM DRAINAGE PLUMBING JAN SE… 805.000.00 10335 SOUTHERN CALIFORNIA EDISON 02/01/2024 80267320,725.32Regular 0.00 3611 01/16/2024 Invoice 02/01/2024 PARK UTILITIES MPS, LFSP DEC 12,720.140.00 5025 01/16/2024 Invoice 02/01/2024 TRAFFIC SIGNAL UTILITIES DEC 8,005.180.00 10337 SOUTHERN CALIFORNIA NEWS GROUP 02/01/2024 8026742,819.59Regular 0.00 0000579476 Invoice 02/01/2024 PUBLIC NOTICES DEC 2,819.590.00 10338 SOUTHERN CALIFORNIA SHREDDING 02/01/2024 802675670.00Regular 0.00 244457 Invoice 02/01/2024 ID THEFT SHREDDING PROGRAM DEC 670.000.00 10351 SWRCB 02/01/2024 802676399.00Regular 0.00
WD-0262861 Invoice 02/01/2024 WATER PERMIT FEE FY 23/24 CIVIC CENTER 399.000.00 10359 THE GAS COMPANY 02/01/2024 802677635.67Regular 0.00 2943 01-10-24 Invoice 02/01/2024 LFSP UTILITIES DEC 635.670.00 10234 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY02/01/2024 8026781,522.20Regular 0.00 T400347560 2024 Invoice 02/01/2024 2024 ANNUAL LIFE INSURANCE PREMIUM … 1,522.200.00 10391 US BANK PARS 02/01/2024 8026792,227.39Regular 0.00 01/19/2024 Invoice 02/01/2024 PARS CONT PPE 01/19/2024 2,227.390.00 10392 US DEPT OF TREASURY 02/01/2024 802680928.71Regular 0.00 01/19/2024 Invoice 02/01/2024 AGENCY TRACKING WG2122418 PPE 01/1… 928.710.00 10399 VICTOR R GETZ 02/01/2024 802681550.00Regular 0.00 0000006 Invoice 02/01/2024 BUNNY BLAST DJ 550.000.00
10506 WEST COAST ARBORISTS INC 02/01/2024 8026823,600.00Regular 0.00 209457 Invoice 02/01/2024 TREE MAINTENANCE 12/16 - 12/31/2023 3,600.000.00 10408 WESTAMERICA COMMUNICATIONS 02/01/2024 802683996.37Regular 0.00 360830 Invoice 02/01/2024 PRINT & MAIL SLURRY SEAL NOTICE 996.370.00 10491 WILLDAN FINANCIAL SERVICES 02/01/2024 8026841,235.00Regular 0.00 010-57249 Invoice 02/01/2024 COMPREHENSIVE DEVELOPMENT IMPACT … 1,235.000.00 10975 ZIA JONES 02/01/2024 802685200.00Regular 0.00
2002749.021 Invoice 02/01/2024 REFUND PERMIT 7150 200.000.00 10001 ABTECH TECHNOLOGIES INC 02/08/2024 80268622,792.00Regular 0.00 W204746-IN Invoice 02/08/2024 STORTRUST CLOUD BACKUP SUBSCRIPTIO… 22,792.000.00 10982 AEKTA PATEL 02/08/2024 802687450.00Regular 0.00
2002764.021 Invoice 02/08/2024 REFUND PERMIT 7211 450.000.00 10480 AHMAD HAIDREY 02/08/2024 802688965.01Regular 0.00 167 Invoice 02/08/2024 PARADE COMMITTEE MEETING DINNER F… 240.870.00 168 Invoice 02/08/2024 NEON NIGHTS DINNER - SR CENTER 724.140.00 10020 ALLISON MECHANICAL INC 02/08/2024 802689655.76Regular 0.00 85049 Invoice 02/08/2024 REPLACE AC OEXHAUST BELTS JAN LFSP 655.760.00 THB004928 AMY LEWIS 02/08/2024 802690927.57Regular 0.00 02/06/2024 Invoice 02/08/2024 EXP REIMB CAPPO CONFERENCE 1/21-1/24… 927.570.00 10039 ARDURRA GROUP INC 02/08/2024 80269158,809.50Regular 0.00 145393 Invoice 02/08/2024 PROFESSIONAL SERVICES DEC 58,809.500.00 10984 ARMIN CORP 02/08/2024 8026921,050.00Regular 0.00
COMB-08-23-612…Invoice 02/08/2024 REFUND C&D DEPOSIT 1,050.000.00 10043 AT&T 02/08/2024 8026931,287.10Regular 0.00
Item: 5
28 Check Report Date Range: 02/01/2024 - 02/29/2024
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 9537985800 Invoice 02/08/2024 PRIMARY INTERNET 12/11/23 - 1/10/24 CI… 1,287.100.00 10044 AT&T CALNET3 02/08/2024 802694390.13Regular 0.00
000021120047 Invoice 02/08/2024 EMERGENCY TELEPHONE CIRCUITS 390.130.00 10052 BEAR ELECTRICAL SOLUTIONS INC 02/08/2024 80269510,163.50Regular 0.00 21297 Invoice 02/08/2024 TRAFFIC SIGNAL MAINT USA RESPONSE D… 1,325.000.00 21298 Invoice 02/08/2024 TRAFFIC SIGNAL MAINT - ROUTINE DEC 8,838.500.00 10055 BEST BEST & KRIEGER LLP 02/08/2024 80269618,605.00Regular 0.00 986011 Invoice 02/08/2024 SUPPLEMENTAL INVOICE - SOLID WASTE 1… 18,605.000.00 10502 BKF ENGINEERS 02/08/2024 80269720,843.75Regular 0.00 24011088 Invoice 02/08/2024 LOS ALISOS/MUIRLANDS 2ND LEFT TURNS… 20,843.750.00 10062 BRIGHTVIEW LANDSCAPE SERVICES 02/08/2024 802698150,073.05Regular 0.00 8704377 Invoice 02/08/2024 MONTHLY MAINTENANCE DEC LFSP 56,725.030.00 8704378 Invoice 02/08/2024 MONTHLY MAINTENANCE/JANITORIAL DEC 81,146.030.00 8734359 Invoice 02/08/2024 MONTHLY IRRIGATION REPAIRS NOV SPO… 3,191.670.00 8735489 Invoice 02/08/2024 IRRIGATION REPAIRS NOV LFSP 2,874.530.00 8740542 Invoice 02/08/2024 IRRIGATION REPAIRS DEC LFSP 901.560.00 8740960 Invoice 02/08/2024 GRASS & TREE REMOVAL DEC LFSP 3,250.000.00 8742533 Invoice 02/08/2024 MONTHLY IRRIGATION REPAIRS DEC SPOR… 1,984.230.00 THB004878 CALEB BROWN 02/08/2024 802699921.75Regular 0.00 02/06/2024 Invoice 02/08/2024 EXP REIMB CSMFO CONFERENCE 1/30 - 2/… 921.750.00 10532 CALIFORNIA SOCIETY OF MUNICIPAL FINANCE OFFICERS02/08/2024 802700770.00Regular 0.00 200022201 Invoice 02/08/2024 CSMFO CONFERENCE 02/01/24 - WALLICK 330.000.00 200022202 Invoice 02/08/2024 CSMFO CONFERENCE 02/01/24 - SCHOEFF… 440.000.00 10087 CARRIER JOHNSON 02/08/2024 802701352.50Regular 0.00 40823 Invoice 02/08/2024 SR CENTER PATIO COVER CONST SUPPORT… 352.500.00 10109 COUNTY OF ORANGE TREASURER TAX 02/08/2024 8027021,635,769.77Regular 0.00 SH 67805 Invoice 02/08/2024 LAW ENFORCEMENT FEB 1,635,769.770.00 10113 CROWN FACILITY SOLUTIONS 02/08/2024 8027031,910.10Regular 0.00 2955 Invoice 02/08/2024 JANITORIAL SERVICES NEW BUS RECEP C… 770.890.00 2958 Invoice 02/08/2024 JANITORIAL SERVICES PERMIT 7211 COMM… 770.890.00 2959 Invoice 02/08/2024 JANITORIAL SERVICES PERMIT 6506 COMM… 150.000.00 2961 Invoice 02/08/2024 JANITORIAL SERVICES XTREME DIAMOND … 218.320.00 10126 DIVISION OF THE STATE ARCHITECT 02/08/2024 802704158.00Regular 0.00 Q4 2023 Invoice 02/08/2024 CASP FEE 4TH QTR 2023 158.000.00 10134 ECONOMICS INC 02/08/2024 80270579,638.48Regular 0.00 2021-22.30 Invoice 02/08/2024 PROFESSIONAL SERVICES SOLID WASTE RF… 4,380.010.00 2022.20 Invoice 02/08/2024 PROFESSIONAL SERVICES SOLID WASTE RF… 36,469.250.00 2022.21 Invoice 02/08/2024 PROFESSIONAL SERVICES SOLID WASTE RF… 19,819.030.00 2022.22 Invoice 02/08/2024 PROFESSIONAL SERVICES SOLID WASTE RF… 18,970.190.00 10332 FRANK FAJARDO 02/08/2024 80270637.71Regular 0.00
00015571 Invoice 02/08/2024 CITY TILE PLATE - EAGLE SCOUT AWARD 37.710.00 10983 GEORGE GROUT 02/08/2024 802707500.00Regular 0.00
2002765.021 Invoice 02/08/2024 REFUD PERMIT 5115 500.000.00 10170 GMU GEOTECHNICAL INC 02/08/2024 8027081,267.50Regular 0.00 65185 Invoice 02/08/2024 REVIEW OF SIFI DOC / CANADA SLOPE DEC… 1,267.500.00 10178 HABITAT RESTORATION SCIENCES 02/08/2024 8027091,500.00Regular 0.00 13287 Invoice 02/08/2024 HABITAT MITIGATION JAN CIVIC CENTER 1,500.000.00 10981 IRIS TACORDA 02/08/2024 802710250.00Regular 0.00
Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 2002759.021 Invoice 02/08/2024 REFUND PERMIT 6814 250.000.00 10226 L & M AUTOMOTIVE 02/08/2024 802711135.45Regular 0.00 52967 Invoice 02/08/2024 VEHICLE SERVICE 2017 SUBARU OUTBACK 95.700.00 53265 Invoice 12/12/2023 VEHICLE MAINTENANCE DEC 2006 DODGE… 39.750.00 10237 MAGIC JUMP RENTALS 02/08/2024 8027121,964.70Regular 0.00 109224 Invoice 02/08/2024 BOUNCERS & CARNIVAL GAMES 03/23 BU… 1,964.700.00 10980 MARGEORGE INC 02/08/2024 8027131,271.45Regular 0.00 SOCQ48400 Invoice 02/08/2024 DEPOSIT FOR HORIZONTAL MARKETING DI… 1,271.450.00 10265 NIEVES LANDSCAPE INC 02/08/2024 8027143,085.00Regular 0.00 76730 Invoice 02/08/2024 SNOWFEST CREWS FOR HILL 3,085.000.00 10267 NOAH HOLLAND TORGESON 02/08/2024 802715400.00Regular 0.00 20240302 Invoice 02/08/2024 DJ SERVICES - SPECIAL NEEDS SPRING SHI… 400.000.00 10273 OCCUPATIONAL HEALTH CENTERS 02/08/2024 802716135.00Regular 0.00 81807595 Invoice 02/08/2024 PRE-EMPLOYMENT PHYSICALS JAN 135.000.00 10546 RACHELE SWEETSER 02/08/2024 802717750.00Regular 0.00 000599 Invoice 02/08/2024 PETTING ZOO BUNNY BLAST 3/23/2024 750.000.00 10311 RICK ENGINEERING COMPANY 02/08/2024 8027185,057.71Regular 0.00 0099219 Invoice 02/08/2024 BAKE/TOLEDO WIDENING NOV 930.000.00 0099710 Invoice 02/08/2024 BAKE/TRABUCO WIDENING DEC 4,127.710.00 10335 SOUTHERN CALIFORNIA EDISON 02/08/2024 8027194,744.91Regular 0.00 3725 01/18/2024 Invoice 02/08/2024 PARK UTILITIES JAN 4,744.910.00 10341 SPORTS FACILITIES GROUP INC 02/08/2024 8027201,295.94Regular 0.00 A17581 Invoice 02/08/2024 GYM BASKETBALL HOOP PADDING 1,295.940.00 10539 STANTEC CONSULTING SERVICES INC 02/08/2024 8027214,454.00Regular 0.00 2166009 Invoice 02/08/2024 TRAFFIC MODELING LFTM DEC 3,200.000.00 2183756 Invoice 02/08/2024 TRAFFIC MODELING LFTM JAN 1,254.000.00 10505 STUDIO TWO BLACK DIAMOND PRINTING & GRAPHICS02/08/2024 802722461.99Regular 0.00 100978 Invoice 02/08/2024 COUNCIL NOTECARDS, STATIONARY 199.840.00 100982 Invoice 02/08/2024 COUNCIL STATIONARY LETTERHEAD 192.110.00 100983 Invoice 02/08/2024 BUSINESS CARDS 70.040.00
10909 SUNRUN INSTALLATION SERVICES INC 02/08/2024 802723838.76Regular 0.00 RESB-04-23-59687 Invoice 02/08/2024 REFUND CANCELLED PERMIT 168.190.00 RESB-11-22-57496 Invoice 02/08/2024 REFUND CANCELLED PERMIT 167.670.00 RESB-11-22-57533 Invoice 02/08/2024 REFUND CANCELLED PERMIT 167.040.00 RESB-11-22-57534 Invoice 02/08/2024 REFUND CANCELLED PERMIT 167.880.00 RESB-11-22-57538 Invoice 02/08/2024 REFUND CANCELLED PERMIT 167.980.00 10345 SUPER BIRTHDAY INC 02/08/2024 802724875.00Regular 0.00 29747 Invoice 02/08/2024 MINI EXPRESS TRAIN 3/23 BUNNY BLAST 875.000.00 THB001525 THOMAS WHEELER 02/08/2024 802725153.45Regular 0.00 01/22/2024 Invoice 02/08/2024 CAPITAL IMP STAFF INTERVIEWS (2) JAN 153.450.00 10649 TOLL BROS INC 02/08/2024 802726169,592.58Regular 0.00 RESB-02-23-59089 Invoice 02/08/2024 REFUND C&D DEPOSIT 8,325.000.00 RESB-02-23-59090 Invoice 02/08/2024 REFUND C&D DEPOSIT 8,325.000.00 RESB-02-23-59091 Invoice 02/08/2024 REFUND C&D DEPOSIT 8,358.000.00 RESB-02-23-59092 Invoice 02/08/2024 REFUND C&D DEPOSIT 8,358.000.00 RESB-02-23-59093 Invoice 02/08/2024 REFUND C&D DEPOSIT 8,844.000.00 RESB-03-23-59333 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,439.320.00 RESB-03-23-59334 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,439.320.00 RESB-03-23-59335 Invoice 02/08/2024 REFUND C&D DEPOSIT 7,240.050.00 Item: 5
30 Check Report Date Range: 02/01/2024 - 02/29/2024
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount RESB-03-23-59336 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,408.630.00 RESB-03-23-59337 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,408.630.00 RESB-03-23-59338 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,408.630.00 RESB-03-23-59339 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,439.320.00 RESB-03-23-59340 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,397.470.00 RESB-03-23-59341 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,397.470.00 RESB-03-23-59342 Invoice 02/08/2024 REFUND C&D DEPOSIT 7,415.820.00 RESB-03-23-59343 Invoice 02/08/2024 REFUND C&D DEPOSIT 7,415.820.00 RESB-03-23-59356 Invoice 02/08/2024 REFUND C&D DEPOSIT 6,804.810.00 RESB-03-23-59357 Invoice 02/08/2024 REFUND C&D DEPOSIT 7,714.350.00 RESB-03-23-59358 Invoice 02/08/2024 REFUND C&D DEPOSIT 7,368.390.00 RESB-03-23-59367 Invoice 02/08/2024 REFUND C&D DEPOSIT 7,502.310.00 RESB-03-23-59370 Invoice 02/08/2024 REFUND C&D DEPOSIT 7,611.120.00 RESB-03-23-59371 Invoice 02/08/2024 REFUND C&D DEPOSIT 7,611.120.00 RESB-06-21-47535 Invoice 02/08/2024 REFUND C&D DEPOSIT 9,360.000.00 10372 TRABUCO CANYON WATER DISTRICT 02/08/2024 802727271.26Regular 0.00 01/17/2024 Invoice 02/08/2024 MPS EL TORO/PORTOLA UTILITIES DEC 271.260.00 10398 VERIZON WIRELESS 02/08/2024 8027281,803.12Regular 0.00 9953684299 Invoice 02/08/2024 PARKS CCTV WIRELESS DATA 123.240.00 9954088992 Invoice 02/08/2024 CELLULAR PHONES & DATA SERVICE 12/13… 1,679.880.00 10001 ABTECH TECHNOLOGIES INC 02/15/2024 80272929,223.50Regular 0.00 W204792-IN Invoice 02/15/2024 IT MANAGED SERVICES FEB 29,223.500.00 10006 ADT SECURITY SERVICES 02/15/2024 80273070.92Regular 0.00 1043321369 Invoice 02/15/2024 SECURITY MONITORING 2/19 - 3/18 SKATE… 70.920.00 10009 AGE WELL SENIOR SERVICES 02/15/2024 8027311,665.00Regular 0.00 OCT - DEC 2023 C…Invoice 02/15/2024 CDBG SUBRECIPIENT 2ND QTR CARE MAN… 1,665.000.00 10017 ALL CITY MANAGEMENT 02/15/2024 80273218,083.52Regular 0.00 90770 Invoice 02/15/2024 CROSSING GUARD SERVICES 1/7 - 1/20 18,083.520.00 10026 AMERICAN FIDELITY ASSURANCE CO 02/15/2024 802733505.18Regular 0.00 D680394 Invoice 02/15/2024 OPTIONAL INSURANCE JANUARY 2024 (M… 505.180.00 10029 ANDERSON & HOWARD ELECTRIC INC 02/15/2024 80273434,500.00Regular 0.00 960002404 Invoice 02/15/2024 EL TORO PARK IMPROVEMENTS NOV 34,500.000.00 10985 APEX KITCHEN BATH FLOORING 02/15/2024 8027351,200.00Regular 0.00 RESB-0423-59836 Invoice 02/15/2024 REFUND C&D DEPOSIT 1,200.000.00 10038 ARCADIAN BANK 02/15/2024 802736260.00Regular 0.00 394 Invoice 02/15/2024 REHAB LOAN FEE BONA & KELLER 260.000.00 10044 AT&T CALNET3 02/15/2024 80273758.74Regular 0.00
000021174985 Invoice 02/15/2024 PARK UTILITIES JAN 58.740.00 10055 BEST BEST & KRIEGER LLP 02/15/2024 80273842,463.19Regular 0.00 23-12 Invoice 02/15/2024 LEGAL SERVICES DEC 42,463.190.00 10062 BRIGHTVIEW LANDSCAPE SERVICES 02/15/2024 8027397,340.56Regular 0.00 8704388 Invoice 02/15/2024 MONTHLY MAINTENANCE DEC CIVIC CENT… 3,625.000.00 8710483 Invoice 02/15/2024 INSTALL ATRIUM PLANTS NOV CIVIC CENT… 3,715.560.00 10074 CALIFORNIA STATE DISBURSEMENT 02/15/2024 802740147.70Regular 0.00 02/02/2024 Invoice 02/15/2024 REMIT ID 200000002413681 SDU/TRIBAL … 147.700.00 10079 CALPERS LONG TERM CARE PROGRAM 02/15/2024 802741238.85Regular 0.00 15209754 Invoice 02/15/2024 EE CONT PPE 02/16/2024 238.850.00 10081 CAMINO HEALTH CENTER 02/15/2024 8027423,750.00Regular 0.00 Item: 5
31 Check Report Date Range: 02/01/2024 - 02/29/2024
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 2ND QTR 2024 I P…Invoice 02/15/2024 CDBG SUBRECIPIENT 2ND QTR INDIGENT … 3,750.000.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 02/15/2024 802743203.00Regular 0.00 02/02/2024 Invoice 02/15/2024 EE CONT 02/02/2024 203.000.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 02/29/2024 802743-203.00Regular 0.00 10107 COSTAR REALTY INFORMATION INC 02/15/2024 802744395.82Regular 0.00 120591077 Invoice 02/15/2024 COMMERCIAL PROPERTIES NOW (BACK E… 395.820.00 10108 COUNTY OF ORANGE 02/15/2024 80274532,190.83Regular 0.00 OCT - DEC 2023 Invoice 02/15/2024 SANTIAGO CANYON ROAD FEES OCT - DEC… 32,190.830.00 10109 COUNTY OF ORANGE TREASURER TAX 02/15/2024 802746109,704.03Regular 0.00 AC2490046 Invoice 02/15/2024 CONTRACT SERVICES OCT - DEC 2023 ANI… 109,530.280.00 STTM001814 Invoice 02/15/2024 800MHZ MAINTENANCE OCT 2023 173.750.00 10110 COX COMMUNICATIONS 02/15/2024 80274762.79Regular 0.00 6701 01/27/2024 Invoice 02/15/2024 CABLE TV SERVICE FEB CITY CLERK 62.790.00 10113 CROWN FACILITY SOLUTIONS 02/15/2024 8027488,444.38Regular 0.00 2954 Invoice 02/15/2024 CARPET CLEANING JAN CIVIC CTR SEQUOIA 1,950.000.00 2981 Invoice 02/15/2024 JANITORIAL SERVICES FEB LFSP 5,485.000.00 3054 Invoice 02/15/2024 JANITORIAL SERVICES PERMIT 7205 COMM… 640.890.00 3055 Invoice 02/15/2024 JANITORIAL SERVICES PERMIT 7056 COMM… 368.490.00 10117 DANIEL E DUNKLEBERG 02/15/2024 802749100.00Regular 0.00 35003 Invoice 02/15/2024 COMMISSIONER NAME PLATES 100.000.00 10988 DENAH BRAHAM 02/15/2024 802750200.00Regular 0.00
2002776.021 Invoice 02/15/2024 REFUND PERMIT 7519 200.000.00 10988 DENAH BRAHAM 02/29/2024 802750-200.00Regular 0.00 10128 DMC ENGINEERING INC 02/15/2024 802751638.81Regular 0.00 12-23-015 Invoice 02/15/2024 DRAINAGE REPAIRS DEC CIVIC CENTER 638.810.00 10152 FAMILIES FORWARD 02/15/2024 8027526,656.99Regular 0.00 CDBG 2ND Q 202… Invoice 02/15/2024 CDBG SUBRECIPIENT 2ND QTR 2024 REIMB… 6,656.990.00 10914 GALLS PARENT HOLDINGS LLC 02/15/2024 80275332.33Regular 0.00 026690347 Invoice 02/15/2024 STARS UNIFORM 32.330.00
10496 GEOGRAPHICS 02/15/2024 802754467.50Regular 0.00
23-23506 Invoice 02/15/2024 LEAFLET LAYOUT DESIGN 2024 467.500.00 10195 IP VIDEO SPECIALISTS 02/15/2024 802755199.00Regular 0.00 7063 Invoice 02/15/2024 VIDEO STREAMING SERVICE MAR SKATE P… 199.000.00 10196 IRV SEAVER MOTORCYCLES 02/15/2024 8027562,040.50Regular 0.00 20240063 Invoice 02/15/2024 VEHICLE SERVICE 2020 BMW #14739 2,040.500.00 10200 JAMES L BLACKBURN 02/15/2024 80275757.76Regular 0.00 31841 Invoice 02/15/2024 BUSINESS CARDS 57.760.00
10987 JOE MANGIOLA 02/15/2024 802758800.00Regular 0.00
2002775.021 Invoice 02/15/2024 REFUND PERMIT 7613 800.000.00 10229 LAKE FOREST EXPRESS WASH 02/15/2024 80275915.00Regular 0.00 1106 Invoice 02/15/2024 VEHICLE WASH JAN 15.000.00
10235 LOOPNET 02/15/2024 802760356.00Regular 0.00
119116331-1 Invoice 02/15/2024 COMMERCIAL PROPERTIES NOW (FRONT … 356.000.00 10238 MARINA AGUILERA 02/15/2024 8027611,080.00Regular 0.00 02/02/2024 Invoice 02/15/2024 CHARACATURE ARTISTS FOR BUNNY BLAST… 1,080.000.00 10428 MARIO CESAR TREJO AXXESS DOOR CORP 02/15/2024 8027622,563.04Regular 0.00 Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 8655 Invoice 02/15/2024 REPAIR REAR ENTRANCE DOORS JAN LFSP 1,281.520.00 8656 Invoice 02/15/2024 REPAIR MAIN ENTRANCE DOORS JAN LFSP 1,281.520.00 10468 MISSIONSQUARE 02/15/2024 80276314,292.83Regular 0.00 02/02/2024 Invoice 02/15/2024 DEFERRED COMP ACCR 303669 PPE 02/02… 14,292.830.00 THB004892 NICOLE HOUSTON 02/15/2024 80276460.36Regular 0.00 02/06/2024 Invoice 02/15/2024 CAL-ICMA STRATEGIC PLANNING RETREAT… 60.360.00 10265 NIEVES LANDSCAPE INC 02/15/2024 80276598,531.23Regular 0.00 76668 Invoice 02/15/2024 MONTHLY MAINTENANCE JAN PASSIVE P… 73,736.270.00 76747 Invoice 02/15/2024 INSTALL PLANT MATERIAL DEC TOLEDO/JE… 8,400.000.00 76780 Invoice 02/15/2024 IRRIGATION REPAIRS DEC EL TORO/SERRA… 1,448.000.00 76781 Invoice 02/15/2024 WEED CLEARING DEC CANADA RD 2,380.000.00 76782 Invoice 02/15/2024 INSTALL PLANT MATERIAL JAN ALTON/C… 6,000.000.00 76783 Invoice 02/15/2024 INSTALL PLANT MATERIAL JAN MONTBURY… 6,150.000.00 76784 Invoice 02/15/2024 ROCK REPLACEMENT DEC VETERANS PARK 416.960.00 10500 OPENGOV INC 02/15/2024 80276616,210.00Regular 0.00 INV12324 Invoice 02/15/2024 PROCUREMENT FOR SERVICE PERIOD 1/1 -… 16,210.000.00 10280 ORANGE COUNTY SHERIFF S OFFICE 02/15/2024 802767221.69Regular 0.00 02/02/2024 Invoice 02/15/2024 LOF NO. 30-2019-01097622-CL-CL-CJC PPE… 221.690.00 10291 POSTMASTER 02/15/2024 80276820,566.41Regular 0.00 02/05/2024 Invoice 02/15/2024 POSTAGE FOR 2024 IN BUSINESS NEWSLE… 1,566.410.00 02/06/2024 Invoice 02/15/2024 LEAFLET MAILING 19,000.000.00 10305 RANCHO VIEJO II HOA 02/15/2024 802769990.00Regular 0.00 22702 02/05/2024 Invoice 02/15/2024 22702 MADRID HOA PAYMENT MAR PTM-… 495.000.00 22706 02/05/2024 Invoice 02/15/2024 22706 MADRID HOA PAYMENT MAR PTM-… 495.000.00 10329 SO CAL INDUSTRIES 02/15/2024 802770114.28Regular 0.00 672288 Invoice 02/15/2024 PORTALET RENTALS 1/23 - 2/19 114.280.00 10334 SOUTH COUNTY PLUMBING INC 02/15/2024 802771950.00Regular 0.00 26044 Invoice 02/15/2024 SINK REPAIRS JAN PITTSFORD PARK 675.000.00 26054 Invoice 02/15/2024 WATER LINE REPAIR JAN PITTSFORD PARK 275.000.00 10335 SOUTHERN CALIFORNIA EDISON 02/15/2024 8027723,044.46Regular 0.00 1549 02/02/2024 Invoice 02/15/2024 UTILITIES JAN PORTOLA PARK 184.280.00 5146 02/02/2024 Invoice 02/15/2024 STREET LLIGHT UTILITIES JAN 78.080.00 6551 01/25/2024 Invoice 02/15/2024 PARK UTILITIES JAN 2,782.100.00 10336 SOUTHERN CALIFORNIA MUNICIPAL ATHLETIC FEDERATION02/15/2024 8027733,250.80Regular 0.00 012324/LFOREST Invoice 02/15/2024 SOFTBALLS FOR ADULT SPORTS SOFTBALL 3,250.800.00 10347 SUPERIOR PROPERTY SERVICES INC 02/15/2024 8027749,973.33Regular 0.00 18008 Invoice 02/15/2024 GRAFFITI REMOVAL, STEAM CLEAN, & PRE… 9,973.330.00 10986 THE STELLRECHT COMPANY INC 02/15/2024 802775500.00Regular 0.00 COMB-07-23-610…Invoice 02/15/2024 REFUND C&D DEPOSIT 500.000.00 10365 THERESA DOBBS 02/15/2024 8027762,115.00Regular 0.00 02/02/2024 Invoice 02/15/2024 CONSULTING SERVICES FEB 2,115.000.00 10366 THOMAS J O CONNELL 02/15/2024 80277710,564.14Regular 0.00 INV-2023-205 Invoice 02/15/2024 REPLACE ASTRONOMIC TIMER NOV HERO… 796.900.00 INV-2024-101 Invoice 02/15/2024 REPAIR WALKWAY LIGHTS NOV BORREGO … 292.670.00 INV-2024-102 Invoice 02/15/2024 REPAIR LIGHT CONDUIT/NEW BALLASTS N… 669.480.00 INV-2024-103 Invoice 02/15/2024 REPAIR TENNIS COURT CIRCUIT BRKR NOV… 304.450.00 INV-2024-104 Invoice 02/15/2024 WIRED 2 WREATHS NOV CIVIC CENTER 301.600.00 INV-2024-105 Invoice 02/15/2024 REPAIR TODDLER LOT LIGHT FIXTURES NO… 1,063.680.00 INV-2024-106 Invoice 02/15/2024 REPLACED PALM TREE LIGHTBULBS DEC LF… 603.200.00 INV-2024-107 Invoice 02/15/2024 REPAIR RESTROOM LIGHTS DEC LFSP 320.330.00 Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount INV-2024-108 Invoice 02/15/2024 REPAIR MONUMENT SPOT LIGHT DEC RI… 335.640.00 INV-2024-109 Invoice 02/15/2024 REPAIR WALKWAY LIGHTS DEC LFSP 3,068.070.00 INV-2024-110 Invoice 02/15/2024 REPAIR SOCCER FIELD CANOPY LIGHTS DEC… 902.620.00 INV-2024-111 Invoice 02/15/2024 REPLACE ELECTRIC OUTLET JAN CAVANAU… 345.320.00 INV-2024-112 Invoice 02/15/2024 REPAIR COURTYARD LIGHTS DEC CIVIC CE… 323.760.00 INV-2024-113 Invoice 02/15/2024 REPLACE PANEL PLATE JAN HEROES PARK 158.590.00 INV-2024-114 Invoice 02/15/2024 REPAIR LIGHT FIXTURES JAN SERRANO CR… 851.630.00 INV-2024-115 Invoice 02/15/2024 WM RESTROOM LOCK REPAIR JAN LFSP 150.800.00 INV-224-116 Invoice 02/15/2024 RESTROOM DOOR LOCK MEETING JAN LFSP 75.400.00 10649 TOLL BROS INC 02/15/2024 802778121,148.43Regular 0.00 RESB-02-23-59169 Invoice 02/15/2024 REFUND C&D DEPOSIT 8,286.300.00 RESB-02-23-59172 Invoice 02/15/2024 REFUND C&D DEPOSIT 8,768.970.00 RESB-02-23-59173 Invoice 02/15/2024 REFUND C&D DEPOSIT 8,768.970.00 RESB-02-23-59176 Invoice 02/15/2024 REFUND C&D DEPOSIT 9,195.840.00 RESB-02-23-59177 Invoice 02/15/2024 REFUND C&D DEPOSIT 8,679.690.00 RESB-02-23-59178 Invoice 02/15/2024 REFUND C&D DEPOSIT 8,679.690.00 RESB-06-23-60578 Invoice 02/15/2024 REFUND C&D DEPOSIT 10,000.000.00 RESB-06-23-60579 Invoice 02/15/2024 REFUND C&D DEPOSIT 10,000.000.00 RESB-06-23-60580 Invoice 02/15/2024 REFUND C&D DEPOSIT 10,000.000.00 RESB-06-23-60581 Invoice 02/15/2024 REFUND C&D DEPOSIT 10,000.000.00 RESB-06-23-60582 Invoice 02/15/2024 REFUND C&D DEPOSIT 10,000.000.00 RESB-06-23-60583 Invoice 02/15/2024 REFUND C&D DEPOSIT 10,000.000.00 RESB-08-23-61371 Invoice 02/15/2024 REFUND C&D DEPOSIT 8,768.970.00 10991 TONY DAHABREH 02/15/2024 8027793,012.63Regular 0.00 02/05/2024 Invoice 02/15/2024 REFUND ENCROACHMENT DEPOSIT 2,861.250.00 02/05/2024 (2) Invoice 02/15/2024 REFUND DEVELOPER DEPOSIT 151.380.00 10419 TRANSPERFECT GLOBAL INC 02/15/2024 802780607.36Regular 0.00 2981915 Invoice 02/15/2024 TRANSLATION OF MEADOWS INFORMATI… 307.130.00 3011799 Invoice 02/15/2024 TRANSLATION OF LETTER RE INDUSTRIALS… 300.230.00 10376 TRIPEPI SMITH AND ASSOCIATES 02/15/2024 8027813,215.00Regular 0.00 11197 Invoice 02/15/2024 AV FOR PAC PERMITS 8115 & 6907 OCT 1,456.250.00 11521 Invoice 02/15/2024 AV FOR PAC PERMIT 7054 & CITY EVENT D… 1,758.750.00 10385 UNDERGROUND SERVICE ALERT OF 02/15/2024 802782188.50Regular 0.00 120240378 Invoice 02/15/2024 UNDERGROUND SERVICES ALERT JAN 188.500.00 10390 US BANK CORPORATE PAYMENT 02/15/2024 80278338,790.42Regular 0.00 4348 01/25/2024 Invoice 02/15/2024 CAL-CARD PURCHASES JAN 38,362.260.00 6249 01/25/2024 Invoice 02/15/2024 CAL-CARD PURCHASES JAN 428.160.00 10391 US BANK PARS 02/15/2024 8027842,437.48Regular 0.00 02/02/2024 Invoice 02/15/2024 PARS CONT PPE 02/02/2024 2,437.480.00 10392 US DEPT OF TREASURY 02/15/2024 802785928.71Regular 0.00 02/02/2024 Invoice 02/15/2024 AGENCY TRACKING WG2122418 PPE 02/0… 928.710.00 10394 USPS 02/15/2024 8027867,080.62Regular 0.00
PROP 218 Invoice 02/15/2024 POSTAGE FOR SOLID WASTE PROP 218 NO… 7,080.620.00 10862 VALPAK FRANCHISE OPERATIONS LLC 02/15/2024 8027872,496.48Regular 0.00 153520 Invoice 02/15/2024 MULTILINGUAL OUTREACH 832.160.00 153756 Invoice 02/15/2024 MULTILINGUAL OUTREACH 832.160.00 153887 Invoice 02/15/2024 MULTILINGUAL OUTREACH 832.160.00 10404 VONAGE BUSINESS 02/15/2024 8027889,310.82Regular 0.00 2290968 Invoice 02/15/2024 VOIP TELEPHONE SERVICE SPORTS PARK 543.040.00 2290969 Invoice 02/15/2024 VOIP TELEPHONE SERVICE CIVIC CENTER 8,631.110.00 2290970 Invoice 02/15/2024 VOIP TELEPHONE SERVICE SKATE PARK 136.670.00 10405 VOYAGER FLEET SYSTEMS INC 02/15/2024 8027894,610.05Regular 0.00 Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 8690611272352 Invoice 02/15/2024 CITY VEHICLE FUEL DEC 2,243.940.00 8690611272404 Invoice 02/15/2024 CITY VEHICLE FUEL JAN 2,366.110.00 10506 WEST COAST ARBORISTS INC 02/15/2024 80279011,041.00Regular 0.00 210122 Invoice 02/15/2024 TREE MAINTENANCE JAN 11,041.000.00 10430 A&H COMMUNICATIONS INC 02/22/2024 8027913,525.00Regular 0.00 980002228 Invoice 02/22/2024 DATA ADDED JAN LFSP 3,525.000.00 10990 ADVANCED EQUIPMENT CORPORATION 02/22/2024 802792572.00Regular 0.00 126214 Invoice 02/22/2024 PARTITION REPAIR DEC CIVIC CENTER 572.000.00 10007 ADVANTAGE MAILING LLC 02/22/2024 80279331,390.82Regular 0.00 196824 Invoice 02/22/2024 LEAFLET PRINTING 31,390.820.00 10480 AHMAD HAIDREY 02/22/2024 802794694.93Regular 0.00 172 Invoice 02/22/2024 SUPER BOWL LUNCH FOR SENIORS 2/8 694.930.00 10017 ALL CITY MANAGEMENT 02/22/2024 80279518,083.52Regular 0.00 91034 Invoice 02/22/2024 CROSSING GUARD SERVICES 1/21 - 2/3 18,083.520.00 10023 AMAZING TENTS & EVENTS 02/22/2024 8027963,468.00Regular 0.00 8303 Invoice 02/22/2024 TENTS AND MATERIALS SNOWFEST 2024 3,468.000.00 10490 AMY HARPER 02/22/2024 802797754.60Regular 0.00
12100 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 754.600.00 10873 ARAKELIAN ENTERPRISES INC 02/22/2024 80279859,064.85Regular 0.00 16241112 Invoice 02/22/2024 STREET SWEEPING JAN 59,064.850.00 10039 ARDURRA GROUP INC 02/22/2024 80279966,736.00Regular 0.00 145945 Invoice 02/22/2024 PROFESSIONAL SERVICES JAN 66,736.000.00 10561 ASSOCIATION OF CALIFORNIA CITIES 02/22/2024 80280015,281.97Regular 0.00 3603 Invoice 02/22/2024 2024 CITY MEMBERSHIP 15,281.970.00 10044 AT&T CALNET3 02/22/2024 802801232.52Regular 0.00
000021220154 Invoice 02/22/2024 MPS UTILITIES JAN 145.950.00 000021227329 Invoice 02/22/2024 PARK UTILITIES JAN 86.570.00 10047 AWARD CREATIONS 02/22/2024 80280236.28Regular 0.00 2024-1007 Invoice 02/22/2024 NAME BADGES - MAYOR & MAYOR PRO-T… 36.280.00 10989 B & H FOTO & ELECTRONICS CORPORATION 02/22/2024 8028035,407.99Regular 0.00 904171984 Invoice 02/22/2024 CITY DRONE 5,407.990.00
10052 BEAR ELECTRICAL SOLUTIONS INC 02/22/2024 8028048,819.94Regular 0.00 21296 Invoice 02/22/2024 TRAFFIC SIGNAL MAINTENANCE RESPONSE… 8,819.940.00 10971 C2 COLLABORATIVE 02/22/2024 8028054,200.00Regular 0.00 301225 Invoice 02/22/2024 PARK RENOVATION JAN BARKER RANCH … 4,200.000.00 10069 CALIFORNIA BUILDING STANDARDS 02/22/2024 8028061,216.80Regular 0.00 OCT - DEC 2023 Invoice 02/22/2024 GREEN FEES OCT - DEC 2023 1,216.800.00 10087 CARRIER JOHNSON 02/22/2024 802807117.50Regular 0.00 40862 Invoice 02/22/2024 CONSTRUCTION SUPPORT JAN SR CENTER … 117.500.00 10089 CDW LLC 02/22/2024 8028085,934.42Regular 0.00
PL56383 Invoice 02/22/2024 REPLACEMENT COMPUTERS 5,934.420.00 10091 CHARLES ABBOTT ASSOCIATES INC 02/22/2024 80280978,815.14Regular 0.00 66924 Invoice 02/22/2024 STREET MAINTENANCE & PARK SIGN REPA… 72,580.140.00 66925 Invoice 02/22/2024 TACO VENDOR CONFISCATION JAN 6,235.000.00 10101 COASTAL LOCKSMITH INC 02/22/2024 802810310.00Regular 0.00 Item: 5
35 Check Report Date Range: 02/01/2024 - 02/29/2024
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 3941 Invoice 02/22/2024 LOCKSMITH SERVICES FOR CE CASE 12-23-… 310.000.00 10104 CONVERGINT TECHNOLOGIES LLC 02/22/2024 802811525.15Regular 0.00 IN00153138 Invoice 02/22/2024 CCTV MAINTENANCE FOR SPORTS PARK IS… 525.150.00 10110 COX COMMUNICATIONS 02/22/2024 8028122,306.67Regular 0.00 3601 02/01/2024 Invoice 02/01/2024 TELECOM SERVICES - ALL FACILITIES FEB 2,306.670.00 10113 CROWN FACILITY SOLUTIONS 02/22/2024 8028131,821.10Regular 0.00 3056 Invoice 02/22/2024 JANITORIAL SERVICES TOURNAMENT 2/3 -… 218.320.00 3063 Invoice 02/22/2024 JANITORIAL SERVICES PERMIT 6235 COMM… 587.190.00 3066 Invoice 02/22/2024 JANITORIAL SERVICES PERMIT 7233 COMM… 1,015.590.00 10121 DEPARTMENT OF CONSERVATION 02/22/2024 8028145,429.15Regular 0.00 OCT - DEC 2023 Invoice 02/22/2024 SMIP OCT - DEC 2023 5,429.150.00 10123 DEWEY PEST CONTROL 02/22/2024 802815196.00Regular 0.00 16482724 Invoice 02/22/2024 MONTHLY PEST CONTROL JAN LFSP 196.000.00 10134 ECONOMICS INC 02/22/2024 8028167,431.68Regular 0.00 2021-22.31 Invoice 02/22/2024 PROFESSIONAL SERVICES JAN 7,431.680.00 10141 EMPLOYMENT DEVELOPMENT DEPT 02/22/2024 8028171,525.00Regular 0.00 L2024917328 Invoice 02/22/2024 UNEMPLOYMENT INS OCT - DEC 2023 1,525.000.00 10160 FIELDTURF USA INC 02/22/2024 8028181,128.50Regular 0.00 710572 Invoice 02/22/2024 FIELD A & B MAINTENANCE REPAIRS FEB L… 1,128.500.00 10179 HARTZOG & CRABILL INC 02/22/2024 80281921,228.48Regular 0.00 23-1179 Invoice 02/22/2024 TRAFFIC ENGINEERING DEVELOPMENT / C… 12,499.240.00 23-1180 Invoice 02/22/2024 TRAFFIC ENGINEERING DEVELOPMENT / C… 8,729.240.00 10196 IRV SEAVER MOTORCYCLES 02/22/2024 802820997.70Regular 0.00 20240195 Invoice 02/22/2024 VEHICLE REPAIR 2022 BMW #39859 997.700.00 10198 ITERIS INC 02/22/2024 80282123,169.87Regular 0.00 165802 Invoice 02/22/2024 PROFESSIONAL SERVICES DEC 4,809.440.00 166380 Invoice 02/22/2024 PROFESSIONAL SERVICES SEPT 18,360.430.00 10203 JAMEY CLARK INC 02/22/2024 8028228,701.64Regular 0.00 74740 Invoice 02/22/2024 REPAIR PLEXIGLASS FOR POSTING BOARD … 267.510.00 74741 Invoice 02/22/2024 REPLACE BOARD/PLEXIGLASS JAN SERRA… 438.060.00 74745 Invoice 02/22/2024 REPAIR DRINKING FOUNTAINS JAN MOUN… 904.560.00 74763 Invoice 02/22/2024 REPLACE BOLTS IN BSKTBLL BACKBOARD J… 111.460.00 74764 Invoice 02/22/2024 UNCLOG URINAL JAN LFSP 312.100.00 74765 Invoice 02/22/2024 REPLACE MEN'S RESTROOM TOILET SENS… 523.720.00 74766 Invoice 02/22/2024 RPLCE HRDWRE ON GAZEBO/TELESCOPE … 356.680.00 74769 Invoice 02/22/2024 REPLACE DAMAGE WARNING LABELS JAN … 178.340.00 74770 Invoice 02/22/2024 REPLACE BOLT ON STRAP SWING JAN SER… 133.760.00 74776 Invoice 02/22/2024 REPLACE SWING CHAIN AND CLEVIS FEB L… 445.850.00 74777 Invoice 02/22/2024 REPLACE LEAKING DISPENSER & CHECK VA… 713.360.00 74778 Invoice 02/22/2024 TIGHTEN CLIMBING STONES & SWING SEA… 267.520.00 74783 Invoice 02/22/2024 REPLACE SWING CHAIN FEB FOOTHILL RA… 420.410.00 74790 Invoice 02/22/2024 REPLACE CLIMBING BOULDER/SWING LAB… 267.510.00 74791 Invoice 02/22/2024 REPLACE LABELS ON SPRING TOYS FEB CO… 267.510.00 74793 Invoice 02/22/2024 REPLACE DAMAGED LABELS FEB LFSP 356.680.00 74804 Invoice 02/22/2024 REPLACE BASKETBALL NET FEB RIMGATE 133.760.00 74812 Invoice 02/22/2024 REPLACE CHIME HANDLE & BOLT FEB CHE… 883.030.00 74813 Invoice 02/22/2024 SWING SEAT ORDERED FEB CLF PARKS 867.790.00 74817 Invoice 02/22/2024 LAG PICNIC TABLE FEB CAVANAUGH PARK 194.840.00 74818 Invoice 02/22/2024 PICNIC TABLE BOLTED DOWN FEB PEBBLE … 373.180.00 74820 Invoice 02/22/2024 REPLACE PICNIC TABLE LAG BOLTS FEB BO… 284.010.00 10223 KONICA MINOLTA BUSINESS 02/22/2024 8028231,077.09Regular 0.00 Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 291855549 Invoice 02/22/2024 COPIER MAINTENANCE JAN POLICE SERVI… 59.210.00 291855551 Invoice 02/22/2024 COPIER MAINTENANCE JAN CITY CLERK 78.850.00 291856321 Invoice 02/22/2024 COPIER MAINTENANCE JAN SENIOR CENT… 198.790.00 291856323 Invoice 02/22/2024 COPIER MAINTENANCE JAN 1ST FLOOR 157.260.00 291856615 Invoice 02/22/2024 COPIER MAINTENANCE JAN 2A 180.360.00 291856618 Invoice 02/22/2024 COPIER MAINTENANCE JAN SPORTS PARK 61.720.00 291856803 Invoice 02/22/2024 COPIER MAINTENANCE JAN 2B 98.680.00 291856806 Invoice 02/22/2024 COPIER MAINTENANCE JAN BUILDING CO… 207.550.00 291927016 Invoice 02/22/2024 COPIER MAINTENANCE JAN COMMUNITY … 34.670.00 10224 KONICA MINOLTA PREMIER FINANCE 02/22/2024 8028241,011.43Regular 0.00 81876572 Invoice 02/22/2024 LEASE FOR 8 KONICA COPIERS 2/8 - 3/7 20… 1,011.430.00 10232 LGC GEOTECHNICAL INC 02/22/2024 8028252,491.50Regular 0.00 01-20393 Invoice 02/22/2024 3RD PARTY REVIEW (GEO) MEADOWS/AS… 2,491.500.00 10236 LSA ASSOCIATES INC 02/22/2024 8028268,222.28Regular 0.00 191561 Invoice 02/22/2024 ENVIRONMENTAL CONSULTING SERVICES … 2,796.140.00 191562 Invoice 02/22/2024 ENVIRO CONSULT SVCS UP 06-21-5438, PS… 5,426.140.00 10240 MARYAM STEVENSON 02/22/2024 8028271,209.60Regular 0.00 12097 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 378.000.00 12098 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 831.600.00 10250 MONOGRAM MAGIC 02/22/2024 80282818.30Regular 0.00 12427 Invoice 02/22/2024 HAT - MAYOR TETTEMER 18.300.00 10265 NIEVES LANDSCAPE INC 02/22/2024 80282987,261.67Regular 0.00 76669 Invoice 02/22/2024 SLOPES & MP MONTHLY MAINTENANCE J… 87,261.670.00 10273 OCCUPATIONAL HEALTH CENTERS 02/22/2024 80283054.00Regular 0.00 82023090 Invoice 02/22/2024 STAR VOLUNTEER & PRE-EMPLOYMENT T… 54.000.00 10536 ODP BUSINESS SOLUTIONS LLC 02/22/2024 8028313,482.06Regular 0.00 29573819 Invoice 02/22/2024 OPERATING SUPPLIES JANUARY 3,482.060.00 10276 ONWARD ENGINEERING 02/22/2024 8028322,955.00Regular 0.00 7300 Invoice 02/22/2024 LAKE FOREST DR RESURFACING DEC 1,342.500.00 7301 Invoice 02/22/2024 TRABUCO ROAD RESURFACING DEC 270.000.00 7339 Invoice 02/22/2024 LAKE FOREST DR RESURFACING JAN 1,342.500.00 10477 READWRITE EDUCATIONAL SOLUTIONS INC 02/22/2024 8028331,511.30Regular 0.00 12217 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 622.300.00 12219 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 444.500.00 12221 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 444.500.00 10719 RINCON CONSULTANTS INC 02/22/2024 8028342,571.25Regular 0.00 54341 Invoice 02/22/2024 NOISE POLICIES & STANDARDS UPDATE 2,571.250.00 10928 S&H CIVILWORKS 02/22/2024 8028355,436.30Regular 0.00 PAYMENT 2 Invoice 02/22/2024 CDBG ADA RAMPS PH 13 RET REL OCT 5,436.300.00 10993 SCARLETT KIM 02/22/2024 802836200.00Regular 0.00
2002782.021 Invoice 02/22/2024 REFUND PERMIT 7205 200.000.00 10324 SHELLY BOOTH 02/22/2024 802837910.00Regular 0.00
12210 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 455.000.00 12212 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 455.000.00 10335 SOUTHERN CALIFORNIA EDISON 02/22/2024 8028384,960.42Regular 0.00 8114 02/07/2024 Invoice 02/22/2024 UTILITIES JAN CIVIC CENTER 4,960.420.00 10337 SOUTHERN CALIFORNIA NEWS GROUP 02/22/2024 8028391,374.10Regular 0.00 0000581061 Invoice 02/22/2024 PUBLIC HEARING NOTICES 1,374.100.00 Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 10338 SOUTHERN CALIFORNIA SHREDDING 02/22/2024 8028401,035.00Regular 0.00 247204 Invoice 02/22/2024 ID THEFT PAPER SHREDDING JAN 1,035.000.00 10848 STEVEN MENDEZ 02/22/2024 802841429.00Regular 0.00 4645 Invoice 02/22/2024 PHOTO BOOTH FOR BUNNY BLAST 429.000.00 10505 STUDIO TWO BLACK DIAMOND PRINTING & GRAPHICS02/22/2024 802842100.21Regular 0.00 101033 Invoice 02/22/2024 BUSINESS CARDS 100.210.00
10359 THE GAS COMPANY 02/22/2024 8028432,887.01Regular 0.00 2943 02/08/2024 Invoice 02/22/2024 LFSP UTILITIES JAN 646.840.00 9109 02/07/2024 Invoice 02/22/2024 UTILITIES JAN CIVIC CENTER 2,240.170.00 10992 TOLL BROTHERS 02/22/2024 8028441,359.43Regular 0.00 GPA 06-23-5639 … Invoice 02/22/2024 REFUND DEPOSITS GPA 06-23-5639 & AP … 1,359.430.00 10595 TRANSTECH ENGINEERS, INC 02/22/2024 8028454,567.50Regular 0.00 20236899 Invoice 02/22/2024 SENIOR CENTER PATIO COVER CACI DEC 4,567.500.00 10376 TRIPEPI SMITH AND ASSOCIATES 02/22/2024 8028464,907.50Regular 0.00 11740 Invoice 02/22/2024 AV FOR MUSICAL THEATER SO OC 4,907.500.00 10393 US TOO GYMNASTICS 02/22/2024 8028471,246.00Regular 0.00 12131 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 248.500.00 12132 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 248.500.00 12133 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 297.500.00 12138 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 224.000.00 12139 Invoice 02/22/2024 WINTER 23/24 INSTRUCTOR PAYMENT 227.500.00 10932 WEX HEALTH INC 02/22/2024 802848663.35Regular 0.00 0001898107-IN Invoice 02/22/2024 WEX FTE EMPLOYEE FSA FEES JAN 663.350.00 10491 WILLDAN FINANCIAL SERVICES 02/22/2024 8028499,671.00Regular 0.00 010-57473 Invoice 02/22/2024 COMPREHENSIVE DEVELOPMENT IMPACT … 9,671.000.00 10852 ACCESS ELECTRICAL SERVICES INC 02/29/2024 802850258.00Regular 0.00 15233 Invoice 02/29/2024 TROUBLESHOOT BATHROOM TIMER LOCK… 258.000.00 10665 ADVANCED PERMIT SERVICES 02/29/2024 80285196.63Regular 0.00 RESB-10-23-62074 Invoice 02/29/2024 REFUND CANCELLED PERMIT 96.630.00 10010 AIA CORPORATION 02/29/2024 802852444.61Regular 0.00 SYA3056423 Invoice 02/29/2024 DECALS/STICKERS YOUTH IN GOVERNMENT 444.610.00 10020 ALLISON MECHANICAL INC 02/29/2024 8028532,158.00Regular 0.00 85264 Invoice 02/29/2024 QUARTERLY MAINTENANCE A/C FEB LFSP 2,158.000.00 10037 AQUABIO ENVIRONMENTAL 02/29/2024 8028543,095.00Regular 0.00 101895 Invoice 02/29/2024 LAKE MAINTENANCE FEB VETERANS PARK 3,095.000.00 10043 AT&T 02/29/2024 8028551,287.10Regular 0.00
3944 2107586800 Invoice 02/29/2024 INTERNET SERVICE FEB CIVIC CENTER 1,287.100.00 10044 AT&T CALNET3 02/29/2024 80285648.13Regular 0.00
5339 000021267… Invoice 02/29/2024 ANALOG PHONE LINES FEB CIVIC CENTER 48.130.00 10056 BILL S SOUND & SECURITY 02/29/2024 802857399.00Regular 0.00 43215 Invoice 02/29/2024 SOUND SYSTEM REBOOT DEC LFSP 399.000.00 10502 BKF ENGINEERS 02/29/2024 80285825,220.25Regular 0.00 24021058 Invoice 02/29/2024 LOS ALISOS/MUIRLANDS 2ND LEFT TURNS… 25,220.250.00 10064 CA ASSOC FOR LOCAL ECONOMIC 02/29/2024 802859839.10Regular 0.00 300004801 Invoice 02/29/2024 CALED MEMBERSHIP RENEWAL 2024 A GR… 839.100.00 10074 CALIFORNIA STATE DISBURSEMENT 02/29/2024 802860147.70Regular 0.00 Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 02/16/2024 Invoice 02/29/2024 REMIT ID 200000002413681 SDU/TRIBAL … 147.700.00 10079 CALPERS LONG TERM CARE PROGRAM 02/29/2024 802861238.85Regular 0.00 15215027 Invoice 02/29/2024 EE CONT PPE 03/01/2024 238.850.00 10086 CARLSON STRATEGIC LAND 02/29/2024 802862375.00Regular 0.00 1846 Invoice 02/29/2024 CIVIC CENTER MITIGATION MONITORING … 375.000.00 10089 CDW LLC 02/29/2024 8028631,978.14Regular 0.00
PN17167 Invoice 02/29/2024 SURFACE PRO WITH CELLULAR CAPABILITY 1,978.140.00 11001 CERTIFIED ROOFING SPECIALIST 02/29/2024 802864179.81Regular 0.00 RESB-10-23-61856 Invoice 02/29/2024 REFUND CANCELLED PERMIT 179.810.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 02/29/2024 802865406.00Regular 0.00 02/02/2024 Invoice 02/15/2024 EE CONT 02/02/2024 203.000.00 02/16/2024 Invoice 02/29/2024 EE CONT PPE 2/16/2024 203.000.00 10523 CLIFTONLARSONALLEN LLP 02/29/2024 8028661,018.50Regular 0.00 L241083771 Invoice 02/29/2024 SCO REPORT COMP FOR 6/30/23 & TECH … 1,018.500.00 10104 CONVERGINT TECHNOLOGIES LLC 02/29/2024 8028673,004.83Regular 0.00 IN00155080 Invoice 02/29/2024 CCTV MAINTENANCE FEB 3,004.830.00 10106 COST RECOVERY SYSTEMS INC 02/29/2024 8028689,750.00Regular 0.00 2024-21 Invoice 02/29/2024 ANNUAL STATE MANDATE CLAIM PREP SE… 9,750.000.00 10109 COUNTY OF ORANGE TREASURER TAX 02/29/2024 8028691,795,603.51Regular 0.00 SH 67991 Invoice 02/29/2024 LAW ENFORCEMENT MAR 1,795,603.510.00 10113 CROWN FACILITY SOLUTIONS 02/29/2024 8028702,977.48Regular 0.00 2927 Invoice 02/29/2024 JANITORIAL SERVICES CITY EVENT PAC 1/12 519.300.00 2928 Invoice 02/29/2024 JANITORIAL SERVICES PERMIT R6639 PAC … 519.300.00 2949 Invoice 02/29/2024 JANITORIAL SERVICES PERMIT R7661 PAC … 413.600.00 3072 Invoice 02/29/2024 JANITORIAL SERVICES PERMIT R7325 PAC … 413.600.00 3073 Invoice 02/29/2024 JANITORIAL SERVICES PERMIT 7113 COMM… 743.190.00 3075 Invoice 02/29/2024 JANITORIAL SERVICES PERMIT 6941 COMM… 368.490.00 THB001154 DEBRA D ROSE 02/29/2024 802871593.47Regular 0.00 02/21/2024 Invoice 02/29/2024 EXP REIMB CAL CITIES CM CONF HOLLYW… 593.470.00 10988 DENAH BRAHAM 02/29/2024 802872200.00Regular 0.00
2002776.021 Invoice 02/15/2024 REFUND PERMIT 7519 200.000.00 10123 DEWEY PEST CONTROL 02/29/2024 80287375.00Regular 0.00 16482721 Invoice 02/29/2024 MONTHLY PEST CONTROL FEB SKATEPARK 40.000.00 16482723 Invoice 02/29/2024 MONTHLY PEST CONTROL FEB HEROES PA… 35.000.00 10134 ECONOMICS INC 02/29/2024 80287417,981.25Regular 0.00 2022.23 Invoice 02/29/2024 PROFESSIONAL SERVICES SOLID WASTE RF… 17,981.250.00 10170 GMU GEOTECHNICAL INC 02/29/2024 802875352.50Regular 0.00 65406 Invoice 02/29/2024 EROSIAN EVALUATION CANADA SLOPE JAN 352.500.00 10454 INNOVATIVE CLEANING SERVICES INC 02/29/2024 80287632,383.63Regular 0.00 29286 Invoice 02/29/2024 MONTHY JANITORIAL SERVICES JAN CIVIC … 32,383.630.00 10203 JAMEY CLARK INC 02/29/2024 8028777,709.79Regular 0.00 73757 Invoice 02/29/2024 INSTALL PARTITION HEADER JULY MOUNT… 340.000.00 73758 Invoice 02/29/2024 RE-HANG HAND DRYER JUL SERRANO CRE… 127.500.00 73924 Invoice 02/29/2024 REINSTLL CNTER TRM RSTRM JUL FTHILL … 127.500.00 74821 Invoice 02/29/2024 QUARTERLY FITNESS INSPECTIONS FEB 1,575.000.00 74836 Invoice 02/29/2024 LAG DOWN BENCHES FEB FOOTHILL RANC… 1,426.720.00 74852 Invoice 02/29/2024 REPLACE ROLLERS FEB LFSP 1,171.540.00 74853 Invoice 02/29/2024 TIGHTEN SLIDE FEB PORTOLA PARK 373.140.00 Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 74854 Invoice 02/29/2024 INSTALL RUBBER COATING ON CLIMBER F… 178.340.00 74855 Invoice 02/29/2024 RPLCE CHNS ON STPPNG PODS FEB FTHLL … 535.020.00 74856 Invoice 02/29/2024 REPAIR RR (VANDELISM) FEB PITTSFORD P… 1,855.030.00 10207 JEFF ABBIT 02/29/2024 802878500.00Regular 0.00
323241 Invoice 02/29/2024 ENTERTAINMENT FOR BUNNY BLAST 3/23 500.000.00 THB001519 KEITH D NEVES 02/29/2024 80287963.29Regular 0.00 02/21/2024 Invoice 02/29/2024 EXP REIMB CAL CITIES CM CONF HOLLYW… 63.290.00 10220 KIDDER MATHEWS OF CALIFORNIA 02/29/2024 80288028,277.42Regular 0.00 KMC-108305 Invoice 02/29/2024 MONTHLY MAINTENANCE JAN CIVIC CENT… 28,277.420.00 10495 KONICA MINOLTA 02/29/2024 802881202.44Regular 0.00 44178673 Invoice 02/29/2024 C300I COPIER LEASE COMM CTR FEB 202.440.00 10223 KONICA MINOLTA BUSINESS 02/29/2024 802882547.57Regular 0.00 9009793015 Invoice 02/29/2024 COPIER MONTHLY MAINT - HP PRINTERS(… 547.570.00 10236 LSA ASSOCIATES INC 02/29/2024 8028831,503.75Regular 0.00 191563 Invoice 02/29/2024 ON-CALL ENVIRONMENTAL SERVICES (UP … 1,503.750.00 10468 MISSIONSQUARE 02/29/2024 80288414,492.83Regular 0.00 02/16/2024 Invoice 02/29/2024 DEFERRED COMP ACCR 303669 PPE 2/16/… 14,492.830.00 10995 MITHSHAHOMES 02/29/2024 8028851,800.00Regular 0.00 COMB-10-22-573…Invoice 02/29/2024 REFUND C&D DEPOSIT 1,800.000.00 10254 MTR HORTICULTURE INC 02/29/2024 8028863,225.00Regular 0.00 2-20-24 Invoice 02/29/2024 LFSP QUARTERLY PALM TREE INSPECTION … 3,225.000.00 10994 NELSON CONSTRUCTION COMPANY 02/29/2024 802887900.00Regular 0.00 RESB-05-23-60238 Invoice 02/29/2024 REFUND C&D DEPOSIT 900.000.00 10996 OC BUILDERS GROUP INC 02/29/2024 8028887,500.00Regular 0.00 RESB-06-23-60828 Invoice 02/29/2024 REFUND C&D DEPOSIT 7,500.000.00 10276 ONWARD ENGINEERING 02/29/2024 8028891,666.07Regular 0.00 7315 Invoice 02/29/2024 PHASE 14 - ADA RAMPS THRU DEC 1,666.070.00 10577 ORANGE COUNTY ASSOCIATION OF HEALTH UNDERWRITERS02/29/2024 802890950.00Regular 0.00 2002796.021 Invoice 02/29/2024 REFUND PERMIT 7233 950.000.00 10822 ORIENTAL TRADING COMPANY INC 02/29/2024 802891377.13Regular 0.00 729810576-01 Invoice 02/29/2024 PRIZES FOR BUNNY BLAST 3/23 377.130.00 10322 SCHNEIDER ELECTRIC BUILDINGS 02/29/2024 802892360.00Regular 0.00 0001002861 Invoice 02/29/2024 SOFTWARE SUPPORT FOR SECURITY 360.000.00 10997 SHIRIN ASGARI 02/29/2024 80289350.00Regular 0.00
2002790.21 Invoice 02/29/2024 REFUND PERMIT 7838 50.000.00 10335 SOUTHERN CALIFORNIA EDISON 02/29/2024 802894113,522.71Regular 0.00 3106 02/05/24 Invoice 02/29/2024 STREET LIGHT UTILITIES JAN 102,780.110.00 3611 02/13/24 Invoice 02/29/2024 PARK UTILITIES JAN MPS, LFSP 10,742.600.00 10909 SUNRUN INSTALLATION SERVICES INC 02/29/2024 8028952,008.37Regular 0.00 RESB-05-23-60306 Invoice 02/29/2024 REFUND CANCELLED PERMIT 255.510.00 RESB-06-23-60846 Invoice 02/29/2024 REFUND CANCELLED PERMIT 256.340.00 RESB-08-23-61317 Invoice 02/29/2024 REFUND CANCELLED PERMIT 256.240.00 RESB-08-23-61381 Invoice 02/29/2024 REFUND CANCELLED PERMIT 255.820.00 RESB-10-23-61874 Invoice 02/29/2024 REFUND CANCELLED PERMIT 327.020.00 RESB-11-23-62158 Invoice 02/29/2024 REFUND CANCELLED PERMIT 327.330.00 RESB-12-23-62411 Invoice 02/29/2024 REFUND CANCELLED PERMIT 330.110.00 10902 TESLA 02/29/2024 8028961,659.87Regular 0.00
Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount RESB-01-23-58559 Invoice 02/29/2024 REFUND CANCELLED PERMIT 227.680.00 RESB-01-23-58604 Invoice 02/29/2024 REFUND CANCELLED PERMIT 167.150.00 RESB-02-23-59202 Invoice 02/29/2024 REFUND CANCELLED PERMIT 250.400.00 RESB-03-23-59460 Invoice 02/29/2024 REFUND CANCELLED PERMIT 167.360.00 RESB-03-23-59478 Invoice 02/29/2024 REFUND CANCELLED PERMIT 168.080.00 RESB-03-23-59615 Invoice 02/29/2024 REFUND CANCELLED PERMIT 167.040.00 RESB-04-23-59856 Invoice 02/29/2024 REFUND CANCELLED PERMIT 256.440.00 RESB-10-23-61871 Invoice 02/29/2024 REFUND CANCELLED PERMIT 255.720.00 10362 THE PET ADOPTION CENTER OF 02/29/2024 8028971,583.33Regular 0.00 1012 Invoice 02/29/2024 PET ADOPTION SERVICES JAN 1,583.330.00 10390 US BANK CORPORATE PAYMENT 02/29/2024 80289831,672.70Regular 0.00 4348 02/26/2024 Invoice 02/29/2024 CAL-CARD PURCHASES FEB 30,904.110.00 6249 02/26/2024 Invoice 02/29/2024 CAL-CARD PURCHASES FEB 768.590.00 10391 US BANK PARS 02/29/2024 8028992,192.76Regular 0.00 02/16/2024 Invoice 02/29/2024 PARS CONT PPE 02/16/2024 2,192.760.00 10392 US DEPT OF TREASURY 02/29/2024 802900928.71Regular 0.00 02/16/2024 Invoice 02/29/2024 AGENCY TRACKING WG2122418 PPE 02/1… 928.710.00 10398 VERIZON WIRELESS 02/29/2024 802901123.24Regular 0.00 9956149322 Invoice 02/29/2024 PARKS CCTV WIRELESS DATA 123.240.00 10999 VIVEK RATNASWAMY 02/29/2024 802902959.76Regular 0.00 RESB-08-22-55734 Invoice 02/29/2024 REFUND CANCELLED PERMIT 959.760.00 10506 WEST COAST ARBORISTS INC 02/29/2024 802903125,454.00Regular 0.00 210662 Invoice 02/29/2024 STREET PARKWAY REMOVAL & REPLACEM… 78,885.000.00 210884 Invoice 02/29/2024 TREE MAINTENANCE 01/16 - 01/31 46,569.000.00 5,896,738.85Total Regular: 0.00
Item: 5
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Payment Type: Bank Draft
10004 ADP 02/02/2024 DFT00001512,045.93Bank Draft 0.00
653036165 Invoice 02/02/2024 PROCESSING CHARGE FOR PE 1/5, 1/11, 1… 2,045.930.00 10004 ADP 02/02/2024 DFT00001521,659.02Bank Draft 0.00
653035224 Invoice 02/02/2024 ADP TIME & ATTENDANCE 1,659.020.00 10004 ADP 02/02/2024 DFT00001531,562.50Bank Draft 0.00
653035668 Invoice 02/02/2024 WORKFORCE NOW HCM PE 01/08/2024 1,562.500.00 10080 CALPERS HEALTH BENEFITS BRANCH 02/05/2024 DFT000015686,828.21Bank Draft 0.00 100000017420782 Invoice 02/05/2024 HEALTH INSURANCE FOR FEBRUARY 2024 86,828.210.00 10076 CALPERS EMPLOYER SVCS 02/15/2024 DFT000015753,722.00Bank Draft 0.00 02/02/2024 Invoice 02/12/2024 RETIREMENT CONTRIBUTIONS PPE 02/02/… 53,722.000.00 10004 ADP 02/21/2024 DFT00001591,584.60Bank Draft 0.00
654197435 Invoice 02/21/2024 2023 W-2 PROCESSING CHARGES 1,584.600.00 10076 CALPERS EMPLOYER SVCS 02/29/2024 DFT000016153,116.06Bank Draft 0.00 02/16/2024 Invoice 02/29/2024 RETIREMENT CONTRIBUTIONS PPE 02/16/… 53,116.060.00 200,518.32Total Bank Draft: 0.00
Regular Checks
Manual Checks
Voided Checks
Discount
Payment
CountPayment Type
Bank Code OP Summary
Bank Drafts
EFT's
270
5 3
7 0
0.00 0.00
0.00 0.00
0.00 285 0.00
Payment
5,897,181.60
2,319.51
-442.75
200,518.32
0.00 6,099,576.68
Payable
Count
467
5 0
7 0
479
Item: 5
42 Check Report Date Range: 02/01/2024 - 02/29/2024
3/6/2024 10:47:52 AM Page 19 of 20
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Bank Code: PR-Payroll
Payment Type: Bank Draft
10005 ADP TAX FINANCIAL SVC 02/08/2024 DFT000015456,828.09Bank Draft 0.00 02/02/2024 Invoice 02/08/2024 PAYROLL TAXES FOR PPE 02/02/2024 56,828.090.00 10004 ADP 02/09/2024 DFT0000155239,207.30Bank Draft 0.00 DD 02/02/2024 Invoice 02/09/2024 DIRECT DEPOSIT ACH PPE 02/02/2024 239,207.300.00 10005 ADP TAX FINANCIAL SVC 02/22/2024 DFT000015856,037.89Bank Draft 0.00 02/16/2024 Invoice 02/22/2024 PAYROLL TAXES FOR PPE 02/16/2024 56,037.890.00 10004 ADP 02/23/2024 DFT0000160234,267.15Bank Draft 0.00 DD 02/16/2024 Invoice 02/23/2024 DIRECT DEPOSIT ACH PPE 02/16/2024 234,267.150.00 586,340.43Total Bank Draft: 0.00
Regular Checks
Manual Checks
Voided Checks
Discount
Payment
CountPayment Type
Bank Code PR Summary
Bank Drafts
EFT's
0 0
0 4
0 0.00
0.00 0.00
0.00 0.00
4 0.00
Payment
0.00 0.00
0.00 586,340.43
0.00 586,340.43
Payable
Count
0 0
0 4
0 4
Item: 5
43 Check Report Date Range: 02/01/2024 - 02/29/2024
All Bank Codes Check Summary
Payment Type Discount
Payment
Count Payment
Payable
Count
Regular Checks
Manual Checks
Voided Checks
Bank Drafts
EFT's
270
5 3
11 0
0.00 0.00
0.00 0.00
0.00 289 0.00
5,897,181.60
2,319.51
-442.75
786,858.75
0.00 6,685,917.11
467
5 0
11 0
483
Fund Name AmountPeriod
Fund Summary
999 Pooled Cash 6,685,917.112/2024
6,685,917.11
Item: 5
44 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: Public Works
SUBJECT:
ACCEPTANCE OF SHEA HOMES IMPROVEMENTS AND RELEASE OF
BONDS FOR TRACT 15594
RECOMMENDED ACTION(S):
1. Accept as complete the tract improvements and monumentation constructed by Shea Homes Limited Partnership, A California Limited Partnership, for Tract 15594.
2. Authorize the City Clerk to release the Rider Bond for Subdivision Faithful Performance and Subdivision Labor and Materials in the amount of $320,060 and the Subdivision Improvement Monumentation Bond in the amount of $56,000.
3. Authorize the City Clerk to release the Subdivision Improvement Warranty Bond in the amount of $159,600 one year after acceptance of the public improvements for Tract 15594 with the concurrence of the Director of Public Works/City Engineer.
EXECUTIVE SUMMARY:
On July 16, 2019, the City Council approved Final Tract Map No. 15594 (Attachment 1) for an 86-numbered and 26-lettered lot subdivision, and a Subdivision Improvement Agreement with Shea Homes Limited Partnership, a California Limited Partnership (“Shea”). These approvals enabled Shea to construct 85 single-family homes. The 86th lot is for the community park. The 26 lettered lots are for open space and landscaping, private alleys, private streets, and for parking purposes. All 26 lettered lots would be maintained by the Homeowner’s Association (“HOA”).
In accordance with the agreement, Shea submitted a Subdivision Improvement Faithful Performance Bond and a separate Subdivision Improvement Labor and Materials Bond, each one in the amount of $1,595,000 to guarantee construction of the tract improvements. These improvements include streets, curbs, gutters, sidewalk, streetlights, landscaping, storm drain, and the common open space improvements. All improvements are private and will be maintained by the HOA.
Item: 6
45 Shea also submitted a Subdivision Improvement Monumentation Bond in the amount of $56,000 to establish monuments for the tract. Lastly, Shea submitted a Subdivision Improvement Warranty Bond in the amount of $159,600 to guarantee repair or replacement of the tract improvements for defective work for a one-year period after acceptance of the improvements.
On March 15, 2016, the City Council adopted a Resolution giving authority to the City Clerk to reduce the amount of the Subdivision Improvement bonds as long as 80% of the work had been completed. The new bond amount would be twice the remaining work to be done as determined by the City Engineer and the new bond is known as a Rider Bond to the original bonds. Shea requested a bond reduction and on April 7, 2020, the City accepted a new Rider Bond in the amount of $320,060 to cover both Faithful Performance and Labor and Materials for the project.
On November 22, 2023, the City received a letter from Shea requesting release of bonds associated with the tract improvements and monumentation for tract 15594 (Attachment 2). Staff determined the tract improvements now comply with the approved plans and are completed to the satisfaction of the Public Works Department. The HOA will maintain all tract improvements. Shea’s engineer, Proactive Engineering, provided a letter (Attachment 3) stating that all survey monuments required by Tract 15594 were set and that they were paid for the work.
Staff recommends the City Council accept the completed improvements and monumentation for Tract 15594 and authorize the release of the combined Subdivision Improvement Faithful Performance/Subdivision Improvement Labor and Materials Rider Bond for $320,060, and the Subdivision Improvement Monumentation Bond for $56,000. Staff also recommends the City Council authorize the City Clerk to release the Subdivision Improvement Warranty Bond one year after acceptance of the improvements with the concurrence of the Director of Public Works/City Engineer.
FISCAL IMPACT:
There is minimal fiscal impact to the city as all improvements will be maintained by the HOA.
ATTACHMENTS:
1. Vicinity Map for Tract 15594
2. Letter from Shea Homes
3. Letter from Proactive Engineering
Item: 6
46 Initiated By: Douglas A. Erdman, P.E., Assistant City Engineer Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 6
47 Item: 6
48 Item: 6
49 Item: 6
50 Item: 6
51 Item: 6
52 Item: 6
53 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: Public Works
SUBJECT:
RESOLUTION FOR FUNDING OF FUTURE PROJECTS SUBMITTED IN THE 2025 FEDERAL TRANSPORTATION IMPROVEMENT PROGRAM
RECOMMENDED ACTION(S):
Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF LAKE FOREST, CALIFORNIA, AUTHORIZING PARTICIPATION IN
AND CERTIFICATION OF FUNDS FOR THE ORANGE COUNTY
TRANSPORTATION AUTHORITY'S FEDERAL TRANSPORTATION
IMPROVEMENT PROGRAM.
EXECUTIVE SUMMARY:
To remain eligible for future potential Federal funding, the Orange County Transportation Authority (“OCTA”) requires local agencies to submit a resolution certifying that matching funds would be allocated for any potential future Federal Transportation Improvement Program (“FTIP”) projects. Although the City currently does not have projects proposed for the 2025 FTIP update, the proposed resolution would allow the City to retain grant funding eligibility for projects through the Fiscal Year 2029-2030. There is no immediate fiscal impact associated with the recommended action. Adoption of the proposed resolution only assures the OCTA that should the City submit an application, the City agrees to allocate funds for the City’s contribution to the project as required by the FTIP. Several years ago, the City completed three streetscape projects utilizing Federal grant funding provided through FTIP.
BACKGROUND:
The FTIP is a program that implements the Regional Transportation Plan (“RTP”) to improve mobility and air quality throughout California. More specifically, the FTIP results in a capital listing of regionally significant transportation projects proposed over a six-year period for the Southern California Association of Governments (“SCAG”) region. FTIP projects include highway improvements, transit, rail and bus facilities, high occupancy vehicle lanes, signal synchronization, intersection improvements, freeway ramps, etc. In the SCAG Item: 7
54 region, a biennial FTIP update is produced on an even-year cycle. The City previously benefited from its participation in the program in that it received Federal funding to complete some of its streetscape projects.
The FTIP is developed in compliance with State and Federal requirements.
County Transportation Commissions, in this case, the OCTA, have the responsibility under State law of proposing projects. Using the current RTP’s policies, programs, and projects as a guide, the OCTA may select to propose projects from among submittals by cities and other local agencies. These locally prioritized lists of projects are forwarded to OCTA and ultimately SCAG for incorporation into the RTP, which in turn, allows a proposed project to become eligible for Federal and State funding.
DISCUSSION:
As the lead agency for Orange County, the OCTA administers the FTIP for cities and is required to submit a FTIP resolution to SCAG, the Federal Highway Administration, and the Federal Transit Administration, which is due for the current renewal cycle. Federal law requires OCTA to update the FTIP at least every two years with a corresponding financial plan. As part of the FTIP update, and to ensure future continued compliance with the FTIP requirements, the OCTA is requesting the City Council adopt a resolution (Attachment). The resolution provides assurance that should the City submit a project proposal eligible for FTIP, it would be prepared to certify the availability of necessary funds to make its financial contribution at that future time. The proposed Resolution covers a five-year period and would be valid through the end of Fiscal 2029- 2030.
Although the City currently does not have projects proposed for the 2025 FTIP update, OCTA’s request is consistent with the eligibility requirements of the FTIP.
During the five-year period, however, staff would evaluate projects incorporated in future City Council approved Capital Improvement Plans (“CIP”) on a case-by- case basis to determine which projects would be eligible for FTIP funding. If a project is eligible, staff would calculate the City’s funding match and confirm that sufficient funds are appropriated to cover the expenditure. For eligible projects, FTIP funding would offset the City’s use of CIP funds by the then-determined and required percentage. In the future, staff would recommend meritorious projects for inclusion into the CIP as warranted and based on program eligibility.
By way of example, the City received approximately $750,000 of FTIP funding to offset the cost of constructing the Alton Parkway and Portola Parkway Resurfacing Projects. The City was required to adopt a resolution in advance of the aforementioned streetscape projects to ensure its eligibility and later coordinated with OCTA to apply for FTIP funding.
Item: 7
55 The City Attorney worked directly with OCTA to develop and approve the Resolution as to form (Attachment). The public benefits associated with the recommended action include eligibility for potential grant funding to offset the City’s cost to future capital projects. Staff recommends that the City Council adopt the attached Resolution as an eligibility requirement for potential federal grant funding for future projects.
FISCAL IMPACT:
There is no immediate fiscal impact to the recommended action.
ATTACHMENTS:
Resolution
Initiated By: Christine Groves, Administrative Services Manager Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 7
56 ATTACHMENT
Item: 7
57 RESOLUTION NO. 2024-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, CALIFORNIA, AUTHORIZING PARTICIPATION IN
AND CERTIFICATION OF FUNDS FOR THE ORANGE
COUNTY TRANSPORTATION AUTHORITY’S FEDERAL
TRANSPORTATION IMPROVEMENT PROGRAM
WHEREAS, the City of Lake Forest is located within the metropolitan planning boundaries of the Southern California Association of Governments; and WHEREAS, the City of Lake Forest City Council hereby authorizes staff to cooperate with and participate in the Orange County Transportation Authority’s (OCTA) Federal Transportation Improvement Program (FTIP); and WHEREAS, the City does not have any active project proposals pending approval for the FTIP; and
WHEREAS, the City possesses legal authority to submit the projects for inclusion in the FTIP and to finance and construct the projects in accordance with the terms of the FTIP; and
WHEREAS, the City hereby intends to provide OCTA assurance that if the City of Lake Forest does submit a project proposal for FTIP, that the City will be prepared to certify the necessary funds to make the City’s financial contribution to the project if Federal funding is approved for the project.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, CALIFORNIA, DOES HEREBY RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:
Section 1. Authorization for Participation in FTIP. The City Staff is authorized to cooperate with OCTA representatives, prepare project proposals for submission to OCTA FTIP, and otherwise participate in the FTIP. Each project proposal shall be subject to City Council approval before formal submission to OCTA for inclusion in the FTIP.
Section 2. Certification of Funds. If and when the City submits a project proposal for consideration as part of the OCTA FTIP for the Fiscal Years 2025 to 2030, the City hereby agrees to certify funds for the City’s contribution to the City’s proposed project. The City assures OCTA that if the City’s FTIP project is approved for Federal funding, that the City will allocate the funds necessary to make the City’s contribution to the project.
Item: 7
58 Section 3. Lead Agency Responsibilities. For FTIP projects where the City is the lead agency, the City agrees to comply with applicable local, state, and federal provisions including the Federal Transportation Improvement Program, California Environmental Quality Act, National Environmental Policy Act, Americans with Disabilities Act, and Buy America.
PASSED, APPROVED and ADOPTED this ____ day of _____2024, by the following vote, to wit:
_________________________
MARK TETTEMER
MAYOR
ATTEST:
________________________________
LIS BERGLUND, MPA
CITY CLERK
APPROVED AS TO FORM:
_______________________________
MATTHEW E. RICHARDSON
CITY ATTORNEY
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS.
CITY OF LAKE FOREST )
I, Lisa Berglund, City Clerk of the City of Lake Forest, California do hereby certify that the foregoing Resolution No. 2024-XX was duly passed and adopted at a regular meeting of the Lake Forest City Council on the __day of _, 2024, by the following vote, to wit:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
_________________________
LISA BERGLUND, MPA
CITY CLERK
Item: 7
59 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: Public Works
SUBJECT:
FIRST AMENDMENT TO THE AGREEMENT WITH ANSER ADVISORY
MANAGEMENT, LLC FOR CONSTRUCTION ADMINISTRATION AND
CONSTRUCTION INSPECTION SERVICES FOR THE EL TORO ROAD AND
PORTOLA PARKWAY/SANTA MARGARITA INTERSECTION
IMPROVEMENTS (PW2019-03)
RECOMMENDED ACTION(S):
1. Approve the First Amendment to the Professional Consultant Services Agreement for Construction Administration and Construction Inspection services with Anser Advisory Management, LLC.
2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment to the Agreement with Anser Advisory Management, LLC substantially in the forms attached.
EXECUTIVE SUMMARY:
The City awarded a Professional Consultant Services Agreement (“Agreement”) with Anser Advisory Management, LLC (“Anser”) for Construction Administration and Construction Inspection (“CA/CI”) Services for four improvement projects including Meadows Traffic Improvements: Bake and Baffin Bay; ADA Ramps Phase 13; ADA Ramps Phase 14; and Intersection Improvements at El Toro and Portola/ Santa Margarita Parkway in June 2022 (Attachment 1).
During the construction of the intersection improvements at El Toro Road and Portola/ Santa Margarita Parkway, unforeseen conditions requiring immediate action, design revisions, and other delays in construction required additional work by Anser. The cost of the services in the proposed First Amendment to the Agreement with Anser (“First Amendment”) would increase the total compensation by $158,940.15, bringing the not to exceed contract authority from $190,292.00 to $349,232.15. The proposed amendment would maintain the current hourly rates under the agreement.
The proposed First Amendment was prepared by the Finance department and approved by the City Attorney as to form. Staff recommends the City Council Item: 8
60 approve the proposed First Amendment to provide CA/CI services for the El Toro Road and Portola/ Santa Margarita Parkway Project.
BACKGROUND:
The City utilizes consultants to provide contract administration and construction inspection (“CA/CI”) services for its construction projects. CA/CI consultants provide independent plan check and constructability review of construction plans and bid documents. CA/CI consultants also provide construction management and inspection services for capital projects.
In November 2021, the City issued a Request for Proposals (“RFP”) to secure a consultant for CA/CI services for Meadows Traffic Improvements: Bake Parkway and Baffin Bay, ADA Ramps Phases 13 and 14, and intersection improvements at El Toro Road and Portola/ Santa Margarita Parkway. In June 2022, the City Council awarded a contract to Anser to provide CA/CI services for the four construction projects in the amount of $190,292.00. Table 1 lists the status of each of the four projects included in the scope of the agreement.
Table 1 Anser CA/CI Services - Project Status
Project Status
Baffin Bay Drive Medians Substantially completed
in Feb 2023
Sidewalk Access Ramps – Phase 13 Complete
Sidewalk Access Ramps – Phase 14 Under Construction
El Toro Road / Portola Intersection Improvement
Project
Complete
DISCUSSION:
CA/CI services are typically based on time and materials not-to-exceed amount based on the number of working days of the project. If working days are extended due to delays in the project, unforeseen conditions, or contract change orders issued during construction, additional contract authority for CA/CI services may be required. For a variety of reasons, additional CA/CI services were required for the completion of the El Toro Road and Portola/ Santa Margarita Parkway Improvement Project.
Staff is requesting a contract amendment in the amount of $158,940.15. This amendment is needed due to delays during the procurement process, unforeseen circumstances requiring immediate action, increased coordination Item: 8
61 with the City and utility representatives, and design challenges. Unforeseen issues occurred throughout the project timeline that required additional work hours, overtime obligations, and increased costs for the construction management firm.
MMG began construction on March 6, 2023. On March 16, 2023, shortly after the start of construction, a potential sewer trench backfill failure on the westbound #1 lane of El Toro Road just west of the intersection with Portola Parkway was observed with cracks appearing in the asphalt adjacent to a sawcut line for the raised median and portions of the pavement beginning to sink in several locations. These depressed areas were within the construction area and followed the alignment of an existing sewer line under the roadway. The construction inspector notified City staff of the situation and worked with the contractor, MMG, to provide additional traffic control to secure the area.
The original contract work was paused until the potential sewer trench backfill failure issue was resolved. This resulted in a $500,000 contract change order, overtime and weekend work, increased coordination and full-time inspection, and at least doubled the construction time required for the project. The magnitude of the potential sewer trench backfill failure required extensive coordination with the City, Irvine Ranch Water District, geotechnical engineers, Saddleback Church, truck haulers, and MMG.
In addition, several engineering design issues surfaced during construction and throughout the project including unmarked utility lines, a misalignment of the point of connection to the existing storm drain, conflicts with an existing storm drain inlet in the median, and curb elevation issues with the new right turn pocket. These issues required additional time and resources to resolve including additional meetings, coordination efforts with the design engineer, and field changes to address conflicts and discrepancies in the plans.
Overall, the cumulative impact of these factors resulted in significant increase to the amount of CA/CI work required for the project and the actual amount of time spent by Anser staff. The requested amendment addresses the services provided through the completion of the project in December 2023 and project closeout.
Typical CA/CI costs are approximately 10-15% of the construction costs. Anser’s original proposal for CA/CI services for the intersection improvements at El Toro Road and Portola Parkway/ Santa Margarita Parkway was $110,248.00, approximately 6% of construction costs, and was based on a construction duration of approximately 4-5 months. The actual construction period lasted over nine months, with additional time during the pre-construction procurement as well as the project closeout period. The final construction cost for the project is $2,440,354.96. With this amendment, the CA/CI cost for the project would be Item: 8
62 $269,188.15, approximately 11% of the total construction cost. Therefore the proposed changes would be consistent with the expected cost of CA/CI services for a project of this size and cost.
Pursuant to the City’s Purchasing and Contract Guidelines, staff completed a vendor performance assessment for the proposed contract amendment. The vendor performance assessment is used as a guide to determine whether a contract should be amended, renewed, or terminated based on performance in the following categories: performance of scope of services; timeliness; budget performance; and customer service. Utilizing an evaluation form, staff rates the consultant in each category as shown in Table 1.
Table 1: Vendor Performance Assessment
Anser Advisory Management LLC – Performance Review June 7, 2022 , through March 1, 2024
Category Unsatisfied – Very Satisfied
Performance of Scope of
services
☐Unsatisfied
☐N/A
☐Satisfied ☒Very Satisfied
Timeliness ☐Unsatisfied
☐N/A
☐Satisfied ☒Very Satisfied
Budget Performance ☐Unsatisfied
☐N/A
☐Satisfied ☒Very Satisfied
Customer Service ☐Unsatisfied
☐N/A
☐Satisfied ☒Very Satisfied
The proposed First Amendment to the Agreement with Anser (Attachment 2) would increase the contract amount by $158,940.15 from $190,292.00, for a new total compensation amount of $349,232.15. The proposed increase would only increase the total fee and would make no changes to the hourly rates under the agreement. The proposed amendment would exceed the City Manager’s authority to increase total compensation under the agreement of up to 10% of the original compensation amount ($19,029.20). Therefore, staff is seeking City Council approval of the proposed First Amendment.
The proposed First Amendment was prepared by the Finance department and approved by the City Attorney as to form. Staff recommends the City Council approve the proposed First Amendment to provide CA/CI services for the El Toro Road and Portola/ Santa Margarita Parkway Project.
Item: 8
63 FISCAL IMPACT:
Approving the recommended action would amend the contract with Anser by adding $158,940.15 compensation under the agreement for a revised total compensation of $349,232.15. There are sufficient funds in the 2023-2030 Capital Improvement Plan for the recommended actions.
ATTACHMENTS:
1. Agreement with Anser Advisory Management, LLC
2. First Amendment to Agreement with Anser Advisory Management, LLC Initiated By: Douglas Erdman, Assistant City Engineer
Submitted By: Thomas Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 8
64 Attachment 1
Item: 8
65 Item: 8
66 Item: 8
67 Item: 8
68 Item: 8
69 Item: 8
70 Item: 8
71 Item: 8
72 Item: 8
73 Item: 8
74 Item: 8
75 Item: 8
76 Item: 8
77 Item: 8
78 Item: 8
79 Item: 8
80 Item: 8
81 Item: 8
82 Item: 8
83 Item: 8
84 Item: 8
85 Item: 8
86 Item: 8
87 Item: 8
88 Item: 8
89 Item: 8
90 Item: 8
91 Item: 8
92 Item: 8
93 Item: 8
94 Item: 8
95 Item: 8
96 Item: 8
97 Item: 8
98 Attachment 2
Item: 8
99 55136.00200\31919338.1 - 1 -
CITY OF LAKE FOREST
FIRST AMENDMENT TO
AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
1. PARTIES AND DATE.
This First Amendment to the Agreement for [Enter Type] Services (“First Amendment”) is entered into on the [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, CA 92630 (“City”) and Anser Advisory Management, LLC DBA Wallace and Associates Consulting, LLC,a subsidiary of Anser Advisory Management, LLC, a California Limited Liability Company, with its principal place of b usiness at 2677 N. Main Street, Suite 400, Santa Ana, CA 92705 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."
2. RECITALS.
2.1 Agreement. The Parties entered into that certain Agreement for Professional Contract Administration and Construction inspection Consultant Services dated June 7, 2022 (“Agreement”).
2.2 First Amendment. The Parties now desire to amend the Agreement in order to increase the total amount of compensation under the Agreement.
3. TERMS.
3.1 Compensation. Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed
THREE HUNDRED FORTY NINE THOUS AND TWO HUNDRED
THIRTY TWO DOLLARS AND FIFTEEN CENTS ($349,232.15)
without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.2 Remaining Provisions of Agreement. Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
DocuSign Envelope ID: 0F65118B-DE0C-4B82-9C2F-0ABB33069207 Item: 8
100
55136.00200\31919338.1 - 2 -
CITY OF LAKE FOREST ANSER ADVISORY MANAGEMENT, LLC
DBA WALLACE AND ASSOCIATES
CONSULTING, LLC, A SUBSIDIARY OF
ANSER ADVISORY MANAGEMENT, LLC.
By: [AUTHORIZED CITY SIGNATURE]
Mark Tettemer
Mayor
By: [VENDOR SIGNATURE 1]
Melanie Esties
Vice President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
Gary Cooley
CFO
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
DocuSign Envelope ID: 0F65118B-DE0C-4B82-9C2F-0ABB33069207 Item: 8
101
55136.00200\31919338.1 Exhibit “A-I”-1
ATTACHMENT “1” TO FIRST AMENDMENT TO
AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
EXHIBIT “C”
COMPENSATION
Consultant shall be paid for services rendered in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of one hundred ninety thousand two hundred ninety-two dollars ($349,232.15) and billed at the following rates:
Task Description Not-to-Exceed Fee
Intersection Improvements at El Toro and Portola Parkway $269,188.15 ADA Ramps Phase 13 $28,028.00
ADA Ramps 14 $23,988.00
Meadows Traffic Improvements $28,028.00
Total Compensation $349,232.15
For services performed not covered by the above tasks, the following hourly rates will apply:
Position Rates
Project Principal / Project Director
Carl Wallace, PE $170.00
Project Managers/ Construction Managers
Senior Project Manager $188.00
Project Manager $176.00
Deputy Project Manager $158.00
Senior Construction Manager $164.00
Construction Manager $164.00
Deputy Construction Manager $156.00
Project Engineer
Chief Engineer $180.00
Cost / Sched Engineer $168.00
Project Engineer $136.00
Office Engineer $110.00
Senior Construction Inspector Prevailing Wage
and Off-site
Non-Prevailing
On-site
Supervising Inspector $148.00
Senior Inspector $128.00 $128.00
Senior Inspector – Late and Night Shift $144.00
Senior Inspector – Overtime $178.00 $170.00
Senior Inspector – Double Time $220.00 $210.00
Labor and Compliance Auditor Specialist
Labor Compliance Manager $150.00
Senior Labor Compliance Specialist $100.00
Labor Compliance Interviewer / Auditor $86.00
Office Staff
Project / Contract Administrator $86.00
Administrative Assistant $80.00
DocuSign Envelope ID: 0F65118B-DE0C-4B82-9C2F-0ABB33069207 Item: 8
102
55136.00200\31919338.1 Exhibit “A-I”-2
Rates are inclusive – Rates include related costs: professional liability insurance, overhead, vehicle, vehicle insurance, fuel, vehicle maintenance, laptop computer, heat gun, probe, smart level, cell phone and calling plan, digital camera, and standard tools and equipment.
All other direct expenses (plan reproduction, large printing jobs and delivery/mail) will be billed at cost plus 12%. Consultant shall not chare job milage, drive time, or milage to work.
Premium Time for Inspectors – Swing or Night Shift will be charges at Shift Differential Rate.
Overtime for inspection staff will be used for any overtime and Saturdays and double time for holidays and Sundays. There is a four (4) hour minimum for inspection.
Construction Inspection Prevailing Wage – For Prevailing Wage (CIP and Off-site Inspections) Supervising and Senior Construction Inspector Positions, wage rate increased shall occur at the time of new labor determinations for that la bor class. These rate increases can occur (without advance notice) in January, April, July, and October each year. Consultant shall include the DIR increase in rates plus 100% of the total increase. Using this formula, if the DIR designates a $1.00/hour increase, Consultant would apply a $2.00/ hour increase to the established base fee.
In this example, the current rate of $138.00/ hour for the Senior Inspector would increase to $140.00/ hour and the Supervising Inspector rate would increase to $150.
Subconsultant rates will be marked up by 10%
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Riverside-Orange Counties.
DocuSign Envelope ID: 0F65118B-DE0C-4B82-9C2F-0ABB33069207 Item: 8
103
CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: Public Works
SUBJECT:
NOTICE OF COMPLETION FOR EL TORO ROAD & PORTOLA PARKWAY/ SANTA MARGARITA INTERSECTION IMPROVEMENTS (PW2019-03)
RECOMMENDED ACTION(S):
1. Find that MMG Engineering, Inc. has completed construction of the El Toro Road & Portola Parkway/ Santa Margarita Parkway Intersection Improvements (PW 2019-03).
2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City.
3. Authorize the City Clerk to submit the Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of City Council approval, as required by Section 9204 of the California Civil Code.
4. Authorize staff to release any unencumbered retention in accordance with California law.
EXECUTIVE SUMMARY:
The El Toro Road & Portola Parkway/ Santa Margarita Parkway Intersection Improvements project is part of the City’s Lake Forest Transportation Mitigation Program and adds a second eastbound left-turn lane from El Toro Road to northbound Portola Parkway and a second dedicated right-turn lane on westbound El Toro Road to northbound Portola Parkway.
On September 21, 2022, the City Council awarded a contract to MMG Engineering, Inc. (“MMG”) in the amount of $1,874,629.28. Construction on the project began March 6, 2023, and was substantially complete December 12, 2023.
The City Manager approved four change orders, totaling $130,885.88, and City Council approved one change order related to the trench failure that occurred Item: 9
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during construction for an amount not to exceed $500,000, with the final cost for the change order being $434,840.30.
After final inspection, final quantities determined, and change order and progress payment processing, the project is now ready for the Notice of Completion. Staff recommends the City Council approve the Notice of Completion (Attachment) and direct staff to release any unencumbered retention in accordance with California law.
BACKGROUND:
In July 2008, the City Council adopted Ordinance No. 186, which amended Chapter 7.19 of the Lake Forest Municipal Code to establish the Lake Forest Transportation Mitigation (“LFTM”) Program. The LFTM Program was established for the purposes of providing funding for the coordinated and phased installation of traffic and transportation improvements to serve, benefit, and mitigate the impacts of development around the City referred to as the “Opportunities Study Area” (“OSA”). The LFTM Program established a list of citywide transportation improvements at 18 intersections throughout the community to mitigate the impacts of development, and to maintain adequate levels of service on the City’s arterial street system.
On June 18, 2019, the City Council approved the Fiscal Year 2019-2021 Capital Improvement Program Budget which included the LFTM traffic improvement project El Toro Road and Portola Parkway / Santa Margarita Parkway Widening Project. The project adds a second eastbound left turn lane from El Toro Road to northbound Portola Parkway and a second dedicated right turn lane on westbound El Toro Road to northbound Portola Parkway.
On September 20, 2022, the City Council awarded a construction contract to MMG Engineering, Inc. (“MMG”) for the El Toro Road & Portola Parkway/Santa Margarita Parkway Intersection Improvements in the amount of $1,874,629.28.
This project is part of the City’s LFTM Program and added a second eastbound left-turn lane from El Toro Road to northbound Portola Parkway, and a second dedicated right-turn lane on westbound El Toro Road to northbound Portola Parkway. Due to the widening, the traffic signal at this intersection needed to be modified to accommodate the new intersection layout and include advanced traffic management systems which integrate technology to improve the flow of vehicle traffic and improve safety. As a result, the notice to proceed for MMG was issued in two parts. The first notice to proceed was issued on October 7, 2022, for the procurement of the signal poles. The second to proceed with construction was issued on February 28, 2023, for MMG to proceed with Item: 9
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construction starting on March 6, 2023, with a completion date of August 11, 2023.
DISCUSSION:
MMG began construction for the improvements on March 6, 2023, and substantially completed construction activities on December 12, 2023. The City’s construction manager conducted a final inspection to ensure the project’s completion per the contract requirements. The project required five contract change orders (“CCO”).
Change Order #1 was related to an unforeseen condition. On March 16, 2024, portions of the westbound #1 lane of El Toro Road just west of the intersection with Portola Parkway pavement began to sink in several locations. These depressed areas were within the construction area and followed the alignment of an existing sewer line under the roadway. Staff notified Irvine Ranch Water District (“IRWD”) of a potential sewer trench backfill failure issue. Staff, working with MMG and IRWD, made repairs to the impacted area.
Due to the emergency nature and the unexpected potential costs related to it, staff brought Change Order #1 to City Council on April 4, 2023, requesting a change order in the amount not-to-exceed $500,000. Costs for the initial emergency repair totaled $312,411.56. In addition, a portion of the repaving work from Change Order #4, totaling $96,282.72, was attributed to the trench failure repair. Lastly, $26,146.02 of additional costs related to time and materials work performed during the emergency repairs were included as part of change order #5.
On July 26, 2023, the City Manager approved Change Orders #2 and #3 in the amount of $19,642.32 for miscellaneous items, including the traffic signal fiber conduit and switches, as well as various quantity adjustments. These two change orders were approved under the City Manager’s authority of up to 10% of the original contract amount, or $187,462.
On November 16, 2023, the City Manager approved Change Order #4 in the amount of $263,084 for a 2” grind across all the westbound lanes on El Toro Road for the limits of the work as well as the entire intersection of El Toro Road and Portola/ Santa Margarita Parkway. The grind and overlay of the pavement addressed minor drainage issues by correcting the road profile and will help to prevent water from infiltrating the road's base layers, which can lead to accelerated deterioration. A portion of the pavement restoration costs, $96,282.72, were attributable to the trench failure and fell within the change order authority previously approved by the City Council with Change Order #1. The Item: 9
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remaining balance of the change order, $166,801.28, was within the City Manager’s change order authority.
On March 5, 2024, the City Manager approved Change Order #5, a balancing change order, resulting in a credit of $29,412.20. This change order adjusted bid schedule quantities for the actual quantities installed in the field as well as final costs for time and material work done in support of the trench failure restoration.
Final costs related to the trench failure, including the initial emergency repairs, final pavement restoration, and time and materials items total $434,840.30. Staff will work with IRWD regarding reimbursement for the sewer line backfill trench failure and roadway restoration costs.
The Notice of Completion establishes a date that limits the time subcontractors and material vendors may file notices or liens against the project. Following City Council approval, the City Clerk must submit the Notice of Completion to the Clerk-Recorder of Orange County within fifteen days of the City Council action, as required by Section 9204 of the California Civil Code. Following approval and recordation, the Notice of Completion establishes a 30-day period for subcontractors and material vendors to file stop payment notices and initiates the start date for the warranty period. Since the work has been completed and accepted by the City, staff recommends that the City Council approve the Notice of Completion and direct staff to release any unencumbered retention in accordance with California law.
FISCAL IMPACT:
Approving the recommended actions would find the project complete, authorize the Mayor and City Clerk to sign the Notice of Completion, and allow staff to release any unencumbered retention in accordance with California law. The original contract award for the project totaled $1,874,629.28. The five CCO’s for the project increased the project cost by $565,725.68 for a final total project cost of $2,440,354.96. The 2023-2030 Capital Improvement Plan includes sufficient funds for the recommended action.
ATTACHMENTS:
1. Notice of Completion
Initiated By: Douglas Erdman, Assistant City 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
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RECORDING REQUESTED BY
AND MAIL TO:
City Clerk
City of Lake Forest
100 Civic Center Drive
Lake Forest, California, 92630
Fee Exempt – Gov’t Code §27383
NOTICE OF COMPLETION
(C.C.C. 9204 - PUBLIC WORKS)
NOTICE IS HEREBY GIVEN THAT:
1. The City of Lake Forest located at 100 Civic Center Drive, Lake Forest, California, 92630, has completed a public work of improvement described as El Toro Road & Portola Parkway/Santa Margarita Parkway Intersection Improvements (PW 2019-03) and accepted by the awarding authority upon the date hereof.
2. Date of completion: March 19, 2024
3. Description of work performed: El Toro Road & Portola Parkway/Santa Margarita Parkway Intersection Improvements (PW 2019-03).
4. The City’s interest in the property in which the public work was completed is: X Fee Easement Lease.
5. The real property upon which said public work was performed in the City of Lake Forest is: Public right-of-way in the City of Lake Forest.
6. The contractor was: MMG Engineering, Inc.
Dated
Mark Tettemer, Mayor
ATTEST:
Lisa Berglund, City Clerk
VERIFICATION
I, the undersigned, say: I am the Mayor of the City of Lake Forest, the declarant of the foregoing Notice of Completion; I have read said Notice of Completion and know the contents thereof, the same is true of my knowledge. I declare under penalty of perjury that the foregoing is true and correct.
Executed at Lake Forest, California, on this day of , 2024.
Mark Tettemer, Mayor
ATTEST:
Lisa Berglund, City Clerk
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: Community Development
SUBJECT:
2023 GENERAL PLAN ANNUAL PROGRESS REPORT
RECOMMENDED ACTION(S):
Authorize staff to submit the 2023 General Plan Annual Progress Report to the Governor's Office of Planning and Research and the State’s Housing and Community Development Department.
EXECUTIVE SUMMARY:
Government Code Section 65400 mandates that all cities and counties submit to their legislative bodies an annual report on the status of the General Plan and progress in its implementation, referred to as the Annual Progress Report. The Annual Progress Report must be sent to the Governor’s Office of Planning and Research (“OPR”) and the State’s Housing and Community Development Department (“HCD”) each year. City staff drafted the 2023 Annual Progress Report (Attachment 1) which provides information on the implementation of the City’s General Plan 2040. The draft Annual Progress Report addresses General Plan Amendments, major approved projects, and the status of the General Plan’s implementation programs in 2023.
BACKGROUND:
Government Code Section 65400 mandates that all cities and counties submit to their legislative bodies an Annual Progress Report on the status of the General Plan and progress in its implementation. The Annual Progress Report is intended as a tool for informing local legislative bodies of the jurisdiction’s effectiveness in implementing its general plan. The Annual Progress Report must be sent to OPR and HCD. The Annual Progress Report gives OPR the opportunity to identify statewide trends in land use decision-making and track how local planning and development activities relate to statewide planning goals and policies. In addition, OPR can track progress on a local jurisdiction’s comprehensive general plan update using information provided in the Annual Progress Report (General Plan Annual Progress Report Guidance-October 6, 2022).
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2 9
4 5
The report must be considered at a public meeting prior to its submission to OPR and HCD by April 1st of each year. This General Plan Annual Progress Report does not include the Housing Element Annual Progress Report, which is a separate document also reviewed by the City Council prior to its submission.
DISCUSSION:
In June of 2020, the Lake Forest City Council approved the “2040 General Plan” and the related Environmental Impact Report (“EIR”). 2040 General Plan reflects the community’s long-term vision and priorities focusing on new residential and mixed-uses, business development and employment attraction, preservation of natural resources, and enhancing community character and quality of life. The City’s General Plan includes the following 8 elements: land use and design, mobility, economic development, recreation and resources, public safety, public facilities, health and wellness, and housing. Each element contains goals and policies that will guide future decisions within the community and identifies specific implementation actions to ensure the vision and goals of the 2040 General Plan are carried out.
City staff drafted the 2023 Annual Progress Report (Attachment 1), which includes the following four sections:
I. Introduction
II. General Plan Amendments
III. Major Development Projects Approved
IV. Implementation Program Status by Element
The Introduction section provides an explanation of the State laws and a discussion of the City’s General Plan. The General Plan Amendments section provides information on the 2023 General Plan Amendment approved by City Council for a 10-net acre site located within “The Meadows” residential community at the southeast corner of Bake Parkway and Rancho Parkway. The general plan designation was changed from Public Facility to Low Density Residential (2-7 du/ac). As noted in Section III, the City approved one major project this year, which is a new 3-story 90,621 square foot self-storage building at the existing Extra Space Storage facility located at 25650 Baffin Bay Drive.
The final section, Implementation Program Status by Element, includes a comprehensive table that identifies the status of all 182 implementation actions in the 2040 General Plan. The table also includes the funding source, responsible party, and timing for each implementation action. A summary of the status of these implementation actions by General Plan element is included in Table 1 of this report.
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Table 1: General Plan Implementation Actions (IA) Status General
Plan
Element
# of
IAs Ongoing Completed Initiated
Land Use 20 18 2 0
Mobility 25 24 0 1
Economic
Developm
ent
15 13 0 2
Recreation
and
Resources
34 24 1 9
Public
Safety 30 23 1 6
Public
Facility 27 18 0 9
Health
Wellness 7 6 1 0
Housing
Element 24 24 0 0
Total 182 150 5 27
Following the City Council’s authorization, staff will send the Annual Progress Report to OPR and HCD.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
Draft General Plan Annual Progress Report
Initiated By: Jennifer Mansur, AICP, Senior Planner
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
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Attachment 1
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GENERAL PLAN
2023 ANNUAL
PROGRESS REPORT
Reviewed by
Lake Forest City Council
on March 19, 2024
Item: 10
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2023 General Plan Annual Progress Report
Table of Contents
I. Introduction ...........................................................................................2 II. General Plan Amendments ...................................................................3 III. Major Projects Approved.......................................................................3 IV. Implementation Program Status by Element .........................................3 Appendix A- Implementation Action Status Table .......................................4 1 Item: 10
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I. Introduction
Government Code Section 65400 mandates that all cities and counties submit to their legislative bodies an annual report on the status of the General Plan and progress in its implementation, referred to as the “Progress Report.” The Progress Report is intended as a tool for informing local legislative bodies of the jurisdiction’s effectiveness in implementing its general plan. The Progress Report must be sent to the Governor’s Office of Planning and Research (“OPR”) and the State’s Housing and Community Development Department (“HCD”). The Progress report gives OPR the opportunity to identify statewide trends in land use decision-making and track how local planning and development activities relate to statewide planning goals and policies. In addition, OPR is able to track progress on a local jurisdiction’s comprehensive General Plan update using information provided in the Progress Report (Annual Progress Report Guidance Memo, October 6, 2022).
The Progress Report must be considered at a public meeting. This General Plan Annual Progress Report does not include the Housing Element Annual Progress Report, with the exception that the Housing Element implementation actions are included in the “Implementation Action Status Table” in this report. The Housing Element Annual Progress Report was reviewed concurrently at the City Council meeting on March 19, 2024.
City of Lake Forest General Plan
The City of Lake Forest incorporated in 1991 and adopted its first General Plan in 1994.
For over 26 years, the 1994 General Plan served as a foundational policy document that guided public decision-making related to the City’s physical development. Since adoption of the 1994 General Plan, the City has undergone a number of significant changes – the annexations of Portola Hills and Foothill Ranch, the closure of the El Toro Marine Corps Base, and the launch of the Opportunities Study Area. The 1994 General Plan provided a strategic framework when considering issues regarding the City’s future direction and growth, how land uses should change, and which resources should be preserved and enhanced.
While the 1994 General Plan guided the City’s growth and development over time, the City is now nearing build out and transitioning from expansion and development to maintenance, preservation, rehabilitation, and reuse activities. In recognition of this transition, the City embarked on a multi-year General Plan Update process in January of 2018. Over the span of two years, the City conducted General Plan public outreach including pop-up events, an online survey, workshops, stakeholder interviews, General Plan Advisory Committee meetings, a Planning Commission meeting, and City Council study sessions. In June of 2020, the Lake Forest City Council approved the new “2040 General Plan” and the related Environmental Impact Report (EIR). General Plan 2040 2 Item: 10
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included all new Elements (with the exception of the Housing Element), with new City goals, policies, and implementation actions. Subsequently, the 6th Cycle Housing Element was adopted by the City Council and the new implementation housing programs are included in this Progress Report. General Plan 2040 and the 6 th Cycle Housing Element reflects the community’s long-term vision and priorities focusing on new residential and mixed-uses, business development and employment attraction, preservation of natural resources, and enhancing community character and quality of life.
II. General Plan Amendments
The Lake Forest City Council approved one General Plan Amendment in 2023. General Plan Amendment (GPA) 06-23-5639 was approved by the City Council on December 5, 2023. GPA 06-23-5639 changed the General Plan land use designation for a 10-net acre site located within “The Meadows” residential community at the southeast corner of Bake Parkway and Rancho Parkway from Public Facility to Low Density Residential (2-7 du/ac).
III. Major Development Projects Approved
In 2023, the City approved numerous entitlements for new businesses in the City, changes to existing businesses, and minor construction projects. In 2023, the City reviewed applications for entitlements related to new industrial buildings and a new residential neighborhood. The processing of these applications has continued into 2024.
In 2023, only one major construction project was approved by the City. The project is described below:
Use Permit 01-23-5589 was approved by the City’s Planning Commission on November 9, 2023 for the construction of a new 3-story 90,621 square foot self-storage building at the existing Extra Space Storage facility located at 25650 Baffin Bay Drive. The project includes the addition of 16 parking stalls and new landscaping at the corners of the building.
IV. Implementation Program Status by Element
The City’s 2040 General Plan includes the following 8 Elements: Land Use and Design, Mobility, Economic Development, Recreation and Resources, Public Safety, Public Facilities, Health and Wellness, and Housing. Each Element contains goals, policies that will guide future decisions within the City, and identifies specific implementation actions to ensure the vision and goals of the General Plan are carried out. Appendix A includes a list of each implementation action by Element, and the current status of the implementation action.
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Appendix A-
Implementation Action
Status Table
4 Item: 10
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Implementation
Action Status
Table
Implementation Action Funding Responsible Timing
Source Party
LU-1a Update the City’s Zoning Map to be consistent with the land use General Fund
Planning
Division
Ongoing
designations shown in Figure LU-1.
Status: With the 2022 approval of Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts, the City’s Zoning Map is consistent with the revised General Plan Designations from the 2040 General Plan. In 2023, there were no Zone Changes approved by the City.
LU-1b Review the standards provided in the Zoning Ordinance (Title 9 of the Lake Forest Municipal Code) and amend as necessary for consistency with General Plan policies and desired uses consistent with the City’s General Plan land use designations.
General
Fund
Planning
Division
Ongoing
Status: In 2023, the City approved Zoning Code Amendments related to affordable housing incentives, low barrier navigation centers, transitional and supportive housing, streamlined review for eligible projects, employee housing parking, residential care facilities, and accessory dwelling units. These amendments implemented the goals, policies and implementation actions of the Housing Element (Housing Programs 1, 7, and 8).
LU-1c Require preparation of a developer-initiated Specific Plan for the redevelopment of the Foothill Ranch Towne Center to ensure the careful integration of residential and commercial uses combined with supporting small streets and infrastructure. Development under 10 acres should be discouraged.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: City staff provides this information to potential developers that contact the City. There has been no entitlement applications for mixed-use development in the Foothill Ranch Towne Center.
LU-1d Evaluate possible implementation strategies for mixed-use activity centers/focus areas, other than Foothill Ranch Towne Center, such as a Specific Plan, Master Plan, Development Agreement, and/or conventional zoning.
LEAP Grant Planning
Division
Completed
Status: In 2022, the Lake Forest City Council approved Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts. In the process of drafting the new ordinance, staff and a consultant evaluated different implementation strategies to create 5 Item: 10
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Implementation Action Funding Responsible
Source Party
Timing
mixed-use activity centers. The City Council adopted an ordinance that implemented conventional zoning with 5 new zoning districts. The mixed-use zoning districts identify development standards such as density, floor area ratio (FAR), building height, landscape requirements, building setbacks, and permitted uses. The ordinance also included objective design standards.
LU-1e Implement the policies and actions in the Housing Element to enhance opportunities to provide affordable housing within the community and accommodate a range of household types, special need populations, and income levels.
General
Fund/
CDBG
Planning
Division
Ongoing
Status: See the Housing Element Section of this table for the Housing Element implementation actions' specific status.
LU-1f Monitor land availability through the regular review of the General Plan Land General Fund
Planning
Division
Ongoing
Use Map and the Zoning Map.
Status: City staff continually monitors land availability through regular review of the General Plan Land Use Map and Zoning Map.
LU-1g Periodically review the Zoning Ordinance to ensure that the appropriate zoning districts have appropriate uses and development standards to accommodate new and emerging industries' building and site needs.
General
Fund
Planning
Division
Ongoing
Status: In 2023, the City approved Zoning Code Amendments related to affordable housing incentives, low barrier navigation centers, transitional and supportive housing, streamlined review for eligible projects, employee housing parking, residential care facilities, and accessory dwelling units.
LU-2a As part of the City’s development review process, ensure that commercial projects are designed to be compatible with residential uses, including appropriate building massing and scale and minimization of impacts related to the operation of the use. Review of employment-generating projects should ensure that the following design concepts are addressed in projects that abut residential areas:
Project
Applicant
Deposit
Planning
Division
Ongoing
• Appropriate building scale and/or siting;
• Site design and noise-attenuating features to avoid exposure to excessive noise due to long hours of operation or inappropriate location of accessory structures;
• Site and structure design to avoid excessive glare or excessive impacts from light sources onto adjacent properties; and
• Site design to avoid unnecessary loss of community and environmental resources (archaeological, historical, ecological, recreational, etc.).
Status: The City’s entitlement process ensures that new commercial projects are compatible with surrounding uses and comply with the City’s Design Guidelines and Zoning requirements. The design guidelines and zoning requirements ensure that new commercial buildings meet the criteria from this implementation action. 6 Item: 10
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Implementation Action Funding Responsible Timing
Source
Project
Applicant
Deposit
Party
Planning
Division
LU-2b As part of the City’s development review process, ensure that new developments are designed to minimize glare and light impacts onto adjacent properties.
Ongoing
Status: The City’s entitlement process ensures that new construction projects are compatible with surrounding uses and comply with the City’s zoning requirements. The City’s zoning requirements include regulations to ensure no glare or light impacts onto adjacent properties. In addition, for projects with new exterior lighting, staff requires a photometric plan illustrating that the lighting will not spill over onto the adjacent properties.
LU-2c Periodically review and amend (as needed) the Zoning Ordinance, City Subdivision Regulations, and Grading Regulations to provide consistency with new state legislation and court decisions. Review and amend Zoning Ordinance to clarify permitted and conditionally permitted uses in all districts.
General
Fund
Planning
Division
Ongoing
Status: In 2023, the City approved ordinances to ensure consistency with state law related to affordable housing incentives, low barrier navigation centers, transitional and supportive housing, streamlined review for eligible projects, employee housing parking, residential care facilities, and accessory dwelling units.
LU-2d Utilize a site development permit process and the California Environmental Quality Act to review proposed development projects to promote high quality in urban design and minimize environmental impacts.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The City’s entitlement process ensures that new development projects are compatible with surrounding uses and comply with the City’s Design Guidelines and Zoning requirements. The City’s Design Guidelines and Zoning requirements promote high- quality design. Additionally, the City’s CEQA guidelines, which are consistent with State CEQA laws, ensure that environmental impacts are minimized by using mitigation measures.
LU-2e Continue to enforce the Zoning Ordinance and other ordinances to achieve General Fund
Code
Enforcement
Division
Ongoing
the desired level of regulation.
Status: The City’s Code Enforcement Division continually enforces the City’s Code based on complaints and field inspections. The City currently has a Code Enforcement Supervisor, a Senior Code Enforcement Officer, a Code Enforcement Officer, and a part- time Code Enforcement Officer to enforce the Zoning Ordinance.
LU-2f Coordinate with the Orange County Airport Land Use Commission to review any operational or facility changes at John Wayne Airport that could impact the Lake Forest community.
General
Fund
Planning
Division
Ongoing
Status: No changes proposed during this period.
LU-3a As part of the design review of development and capital projects, encourage the integration of civic, cultural, natural, art, and other themes that create a General
Fund
Planning
Division/
Ongoing
7 Item: 10
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Implementation Action Funding Responsible Timing
Source Party
Engineering
Division
sense of place for each neighborhood, district, and center, and contribute to the overall character of the community.
Status: The City utilizes a natural looking river rock in street projects, City structures and in the City park monument signs.
LU-3b Explore grant funding opportunities for public art to be included in projects at key gateways, major projects, or public gathering places, as appropriate.
Status: In 2023, the City did not identify any grant funding opportunities.
LU-4a Consider developing a design and improvement plan based on the City Capital Improvement Plan to strengthen landscaping, identification graphics, a wayfinding signage program, and other physical improvements to enhance major public thoroughfares and activity areas.
General
Fund
Public Works
Department
Ongoing
General
Fund
Public Works
Department
Ongoing
Status: The City has initiated a project to replace all the street name signs throughout the City with new signs that include the City Logo. In addition, the City has a project to add landscaped medians on El Toro Road and enhance median/parkway landscaping throughout the city.
LU-4b Seek grant funding (“greening” grants) to help offset or fully cover the cost of General Fund
Engineering
Division
Ongoing
landscape improvements along public roadways.
Status: The City is currently pursuing grant funding to replace City right-of-way parkway turf with drought tolerant landscaping.
LU-4c Meet with Caltrans and the Transportation Corridor Agency (TCA) to stay informed regarding ongoing freeway improvements and review landscape plans at the City’s on and off-ramps.
General
Fund
Engineering
Division
Ongoing
Status: In 2023, the City continued reviewing the Cal Trans alternative plans for the reconstruction of the I-5 on and off-ramps for El Toro Road.
LU-5a Continually monitor the mix of uses within mixed-use areas and encourage LEAP Funding
Planning
Division
Ongoing
new uses to provide new services that complement existing uses.
Status: In 2023, a mixed-use project was completed known as the Shops at Portola Hills and Portola Senior Apartments. The commercial space in the project has not yet been occupied. However, the City is working with the developer to ensure the new businesses meet the Area Plan requirements that will ensure that the businesses are compatible with the residential use.
LU-5b Develop a distinct design theme with defined design standards and guidelines for each of the focus areas to foster an identifiable image for each activity center.
LEAP
Funding
Planning
Division
Completed
Status: In 2022, the Lake Forest City Council approved Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts. The Zone Change included 5 new mixed-use zoning districts that are consistent with the mixed-use general plan land use designations in the five focus areas identified in the General Plan. The City created design standards and guidelines for each zoning district, which will foster an identifiable image for each focus area. 8 Item: 10
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Implementation
Action Status
Table
Implementation Action Funding
Source
General
Fund
Responsible
Party
Public Works
Department
Timing
M-1a Periodically coordinate with OCTA regarding the OCTA Master Plan of Arterial Highways and inform OCTA regarding Lake Forest’s long-term mobility plans and priorities.
Ongoing
Status: City staff generally meets monthly with OCTA, and any Master Plan of Arterial Highway changes would be discussed at this meeting.
M-1b As part of the development review process, the Community Development Department and the Public Works Department shall require developers to complete and fund the following:
General
Fund
Public Works
Department
Ongoing
1. A local transportation analysis to ensure that the site plan incorporates City transportation goals, policies, and standards, that identifies the effects of the project on the local transportation system and identifies improvements to maintain adopted LOS standards for operations at signalized city-controlled intersections;
2. The project’s proportional share of the effects on the City’s circulation network through payment of fees; and
3. For local project-related circulation effects requiring improvements that are not included in an adopted fee program, either complete the necessary improvements or pay a proportional share of the cost.
Status: As part of the development process, the traffic engineer will determine if a project requires a local transportation analysis.
Based on the study, the developer may need to pay traffic mitigation fees or construct improvements.
M-1c Periodically review and update the City’s standard street plans to ensure that the plans reflect the City’s goals and circulation system policies.
General
Fund
Public Works
Department
Ongoing
Ongoing
Status: The City periodically reviews the standard street plans and no updates are needed at this time.
M-1d Participate in regional planning forums to ensure that the City’s concerns are considered at the regional level.
General
Fund
Public Works
Department
Status: City Staff regularly attends Orange County Council of Governments (OCCOG) technical advisory meetings. 9 Item: 10
123
Implementation Action Funding
Source
General
Fund
Responsible
Party
Public Works
Department
Timing
M-1e Monitor land use, circulation planning, and the development review process of neighboring jurisdictions so that the City has an opportunity to recommend that those jurisdictions consider impacts to Lake Forest.
Ongoing
Status: The City continues to review and assess neighboring jurisdictions land use, circulation planning, and development review processes for potential impacts to Lake Forest intersections.
M-2a Periodically review and assess the vehicular level of service and City facilities to determine what, if any, improvements are warranted to maintain a safe and efficient flow of traffic throughout Lake Forest. Based on a thorough review of facility operations and funding availability, improvements may be included in the City’s Capital Improvement Plan and/or required as part of project approval through the development review process.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to review and assess the vehicular level of service along with City facilities periodically. The 2023-2025 Capital Improvement Plan includes multiple projects to maintain and improve flow of traffic throughout Lake Forest, including, but not limited to, traffic signal sychronization programs, street widening and re-striping projects, and street resurfacing/slurry seals projects.
M-2b Maintain traffic signal-interconnect systems to coordinate and control traffic flow efficiently.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to maintain and upgrade traffic signal interconnect systems to maintain appropriate communications to the traffic signals to coordinate and control traffic flow efficiently.
M-2c Evaluate the use of roundabouts or other innovative design solutions when a thorough traffic impact assessment has been conducted, demonstrating that such an intersection design alternative would manage traffic flow and improve compatibility if it is physically and economically feasible.
General
Fund
Public Works
Department
Ongoing
Ongoing
Status: During this period, the City did not review a traffic assessment that could include implementing a roundabout.
M-2d Periodically review and update, as necessary, the City’s Signal Coordination Plans.
General
Fund
Public Works
Department
Status: As part of on-going Traffic Signal Synchronization Projects, the City continues to review and update the signal timing along arterial roadways periodically.
M-3a Design, construct, operate, and maintain the street network depicted in the Mobility Element network map that provides safe and efficient access to all City areas.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to improve necessary street network systems, pursuant to the Mobility Element, through development projects and Capital Improvement Projects.
10 Item: 10
124
Implementation Action Funding
Source
General
Fund
Responsible
Party
Public Works
Department
Timing
M-3b Develop and implement the Capital Improvement Plan to maintain and repair roadways; construct and improve roadways to build out the roadway network to ensure adequate service levels.
Ongoing
Status: The City continues to develop and implement Capital Improvement Projects to ensure an adequate service level. The 2023-2025 Capital Improvement Plan includes, but is not limited to, slurry seal projects for residential streets and arterial streets, intersection improvements, and signal synchronization projects to maintain the existing roadways and to improve service levels.
M-3c When planning roadway facilities, incorporate the concept of complete streets. Complete streets include design elements for all modes that use streets, including autos, transit, pedestrians, and bicycles. Complete streets shall be developed in a context-sensitive manner. For example, it may be more appropriate to provide a Class I bike path instead of bike lanes along a major arterial.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to seek opportunities to implement additional complete street elements within our street improvement projects.
M-3d Consider the standards set forth in the latest editions of the California MUTCD and American Association of State Highway and Transportation Officials (AASHTO) Green Book for improvement and re-striping of appropriate major collector and arterial streets to accommodate Class II bike lanes or Class IV protected bikeways in both directions, as applicable to the City of Lake Forest.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to seek opportunities to implement Class II bike lanes and provide connectivity to other regional Class II bike lanes.
M-4a Continue to participate in regional transit planning with OCTA through regular communication and coordination.
General
Fund
Public Works
Department
Ongoing
Ongoing
Status: The City generally meets with OCTA quarterly, and any regional transit planning does get discussed.
M-4b Monitor Federal, State, and OCTA transit funding programs to identify potential funding sources for transit programs in Lake Forest. Pursue any potential funding through the identified programs.
General
Fund
Public Works
Department
Status: The City continues to monitor and seek funding for transit-oriented opportunities.
M-5a Review and update the City’s Municipal Code, as necessary, to consider bicycle and pedestrian access as part of the site plan review for new development projects.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to consider opportunities through new development projects to improve bicycle and pedestrian access and provide connectivity to existing facilities.
11 Item: 10
125
Implementation Action Funding
Source
General
Fund
Responsible
Party
Public Works
Department
Timing
M-6a Evaluate the applicability of traffic calming tools in appropriate areas. Ongoing Status: The City continues to evaluate traffic calming tools when reviewing traffic control measures to address concerns.
M-7a Periodically review the City’s parking code to ensure that it adequately addresses new types and patterns of development and new mobility technologies that may impact parking supply and/or demand in the City.
General
Fund
Public
Works/Planning
Initiated
Status: City staff has initiated a zoning code amendment that will recommend changes to the parking code. It is anticipated that the zoning code amendment will be presented to Planning Commission and the City Council in 2024.
M-7b Consider establishing a parking permit program in areas of the City with higher concentrations of street parking complaints and ensuring that the City properly enforces existing parking restrictions and requirements.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to consider establishing parking permit programs throughout the City at the homeowner’s association and/or residents' request. The Orange County Sheriff’s Department consistently enforces these parking restrictions. In addition, the City has hired two new Community Service Officers to enforce parking restrictions, including permit parking violations.
M-8a Review and update the City’s Municipal Code, as necessary, to reflect Transportation Demand Management best practices.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to monitor best practices regarding Transportation Demand Management.
M-8b Consider allowing for a reduction in parking standards if comprehensive TDM programs and/or other parking strategies are provided.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to explore a reduction in parking standards when TDM programs are provided during the site development review phase.
M-8c Require developments approved based on TDM plans to incorporate monitoring and enforcement of TDM targets as part of those plans.
General
Fund
Public Works
Department
Ongoing
Status: The City requires TDM plans to have a monitoring and enforcement component to any approved development based on TDM plans.
M-9a Update and implement the City’s Freight Routes Map to ensure it serves the City’s goods movement needs while considering the potential mobility conflicts and the location of sensitive land uses in the City.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to implement the City’s Freight Routes Map.
M-9b Require traffic index calculations (consistent with the State Department of Transportation) for construction on streets designated as truck routes to provide structural sections that will accommodate the projected truck volumes.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to require traffic index calculations for all new pavement and site development projects. 12 Item: 10
126
Implementation Action Funding
Source
General
Fund
Responsible
Party
Public Works
Department
Timing
M-10a Develop and support a flexible financing program to fund the roadway Ongoing system's construction, maintenance, and improvement.
Status: The City continues to explore flexible financing programs to fund roadway system improvements, including implementing LFTM and FCPP programs.
13 Item: 10
127
Implementation
Action Status
Table
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
ED-1a Maintain an inventory of market conditions, such as market demand, labor force statistics, commercial sectors underrepresented in Lake Forest, and available sites and buildings to support business retention, expansion, and attraction efforts.
Economic
Development
Division
Ongoing
Status: The City utilizes ESRI Business Analyst Software to track labor force statistics, and CoStar (Commercial Real Estate Information), to track commercial, industrial, and retail businesses throughout the City. In addition, as part of the Strategic Business Plan goal to maintain business attraction services to bring new retail stores and other businesses to the City, several initiatives were set including the Taste of Lake Forest 2.0, a hotel marketing campaign, brewery attraction and a grant/microloan.
ED-1b Establish a policy that determines when a fiscal impact analysis and/or market study shall be required for land use and development proposals and that stipulates the general contents required for such analysis.
General
Fund
Economic
Development
Division
Initiated
Status: In the City’s 2023-25 Operating Budget, staff proposed to hire a consultant to conduct a Market Study which will evaluate existing retail market conditions and provide strategies to successfully promote growth in the City. Staff currently have an agreement with a consultant for business attraction services. Services include attracting desired commercial and restaurant tenants into its regional and neighborhood shopping centers. The City's 2021-2028 Strategic Plan introduced an initiative to procure a consultant to report on the City's current shopping center inventory and recommend transition or re-tenant options based on shopper preferences and other economic trends. Staff is in the process of procuring a consultant to conduct a Shopping Center Analysis. In FY 2024-25 staff will conduct a formal RFP process for business attraction services, utilizing the analysis gained from the Shopping Center Analysis.
ED-1c Implement marketing and branding strategy identified in the City’s Economic General Fund
Economic
Development
Division
Ongoing
Development Action Plan.
Status: This City implements the marketing and branding strategy through the City’s Economic Development website, social media pages, and City sponsored events. The website is specifically dedicated to providing information to the City’s businesses.
The website includes pages on business development and attraction, a city profile, information regarding resources and resource 14 Item: 10
128
Implementation Action Funding Responsible
Source Party
Timing
partners, and available commercial space in the City. The City is active on Facebook, Instagram, and Linkedin. In addition, the City sponsors annual events such as the commercial broker round table and State of the City.
ED-1d Identify existing undeveloped, underdeveloped, or unoccupied sites and buildings that can be categorized as “opportunity sites” for business attraction and expansion, and possible City efforts to improve the marketability of these sites, such as zoning changes or infrastructure improvements.
General
Fund
Economic
Development
Division
Ongoing
Status: The City utilizes CoStar (Commercial Real Estate Information), to track commercial, industrial, and retail businesses throughout the City. Staff currently have an agreement with a consultant for business attraction services. Services include attracting desired commercial and restaurant tenants into its regional and neighborhood shopping centers. The City's 2021-2028 Strategic Plan introduced an initiative to procure a consultant to report on the City's current shopping center inventory and recommend transition or re-tenant options based on shopper preferences and other economic trends. Staff is currently in the process of procuring a consultant to conduct a Shopping Center Analysis. In FY 2024-25 staff will conduct a formal RFP process for business attraction services, utilizing the analysis gained from the Shopping Center Analysis.
ED-1e Identify a range of incentives, including but not necessarily limited to, bonds, assistance programs, and other benefits to attract a desirable, diverse range of companies to Lake Forest.
General
Fund
Economic
Development
Division
Ongoing
Status: The City has a no Business License requirement, offers Expedited Business Assistance Meetings, manages a dedicated Economic Development Webpage (LakeForestBusiness.com), hosts a variety of events in coordination with the local Chamber that provide networking opportunities and information about resources, provides access to free resources including SCORE Business Counselors, the Small Business Administration, Small Business Development Center, Orange County Workforce Solutions, and more.
ED-2a Maintain and expand business engagement efforts such as a business visitation program, annual business survey, business awards, and annual recognition ceremony. Partner with the Lake Forest Chamber of Commerce to improve the effectiveness of business engagement efforts.
General
Fund
Economic
Development
Division
Ongoing
Status: Staff conducts business visitations on a regular basis. The City contracts with the Lake Forest Chamber of Commerce on a variety of events including business mixers, a new business reception, State of the City/Meet the Mayor, a social media workshop, a business expo, and more. In February 2022, City Council economic support funds were allocated to three business types: restaurants, hotels, and other industries impacted by COVID-19. Since then, the City has implemented the Community Gift Card Program and Catalytic Converter Programs.
ED-2b Continue to prepare and share economic development marketing packages for business retention and expansion, business attraction, and business start-ups.
General
Fund
Economic
Development
Division
Ongoing
15 Item: 10
129
Implementation Action Funding Responsible
Source Party
Timing
Status: The City has a website (lakeforestbusiness.com) specifically dedicated to providing information to the City’s businesses.
The website includes pages on business development and attraction, business resources, available commercial space in the City, and an event calendar. The City’s Economic Development Division also provides handouts on these topics for attendees at events and visitors to City Hall.
ED-2c Provide information on small business assistance programs, the agencies regulating small businesses, and distribute small business resources directories.
General
Fund
Economic
Development
Division
Ongoing
Status: The City’s business website (lakeforestbusiness.com) also provides links to the organizations that partner with City to provide business resources, including SCORE, U.S. Small Business Administration, Orange County Workforce Solutions, Lake Forest Chamber of Commerce, IRS, and the California Employment Development Department. The City’s Economic Development Division also provides handouts on these topics for attendees at events and visitors to City Hall.
ED-3a Establish a business retention program that annually inventories existing industries and businesses, identifies businesses that may be at risk of closure or relocation outside of the community, includes periodic meetings with existing companies in the identified growth industries to identify service needs and assess the City’s ability to address those needs, and actively seeks to retain existing businesses that are at risk of leaving the City.
General
Fund
Economic
Development
Division
Ongoing
Status: The City actively meets with businesses on an annual basis. Additionally, the Economic Development Division maintains a “Business Registration List” of all registered businesses in the City.
ED-3b Review, and update as necessary, zoning and other development regulations and application review and permitting process in order to ensure consistency with land use policies in this General Plan aimed at spurring job growth and economic development. Revisions may include increased flexibility regarding use types, business operations, site development standards, reduced parking standards near transit stations, or other changes intended to reduce impediments to development consistent with the goals of this General Plan.
General
Fund
Planning
Division
Ongoing
Status: In 2022, the Lake Forest City Council approved Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts. The Zone Change included 5 new mixed-use zoning districts that are consistent with the mixed-use general plan land use designations. The new zoning districts provide increased flexibility regarding the use of the re-zoned properties. In 2023, there were no zoning code amendments related to economic development.
ED-3c Ensure that zoning and other development regulations do not include internal conflicts or other unintended development impediments that would limit full and complete utilization of sites zoned for commercial and light General
Fund
Planning
Division
Initiated
16 Item: 10
130
Implementation Action Funding Responsible
Source Party
Timing
industrial activities, consistent with the maximum densities and development intensities allowed by the zoning code.
Status: The City is in the process of hiring a consultant to prepare an analysis of commercial centers located in the City. The objective of the study is to provide a comprehensive report outlining challenges, opportunities, and strengths of these centers, evaluating existing retail market conditions and recommending strategies for economic growth. It is anticipated that the City will hire a consultant for this study in Spring of 2024.
ED-3d Promote the establishment of workplace alternatives, including home General Fund
Economic
Development
Division
Ongoing
occupations, shared workspaces, and telecommuting.
Status: The City’s business website (lakeforestbusiness.com) provides resources for all businesses, including home occupations.
City promotes all types of workspaces on the City’s website.
ED-4a Periodically review and update the City’s Economic Development Action Plan to set the short-term economic development priorities for the City of Lake Forest, to identify business engagement efforts, and target meetings with key groups and networking events.
General
Fund
Economic
Development
Division
Ongoing
Status: The City frequently reviews the Economic Development Action plan and develops the new Economic Development programming based on the plan. Based on the review of the action plan, the City continually targets meeting with businesses throughout the City, and providing a variety of events that promote networking and access to resources/key stakeholders.
ED-5a Maintain and publicize information about career development and training services available through the Orange County Workforce Investment Board and adult and continuing education services available through local public and private educational institutions.
General
Fund
Economic
Development
Division
Ongoing
Status: The City partners with various resource agencies including Orange County Workforce Solutions, SCORE, Small Business Development Center, Lake Forest Chamber of Commerce, and more, on Job Fairs and Career Fairs. The City also promotes training and education seminars from regional institutions including Saddleback College, Irvine Valley College, and more.
ED-6a Review and revise Zoning Ordinance, as necessary, to allow for flexibility and diversity in commercial and mixed-use development, in order to attract new and desired development typologies.
General
Fund
Planning
Division
Ongoing
Status: In 2022, the Lake Forest City Council approved Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts. The Zone Change included 5 new mixed-use zoning districts that are consistent with the mixed-use general plan land use designations. The new zoning districts provide increased flexibility regarding the use of the re-zoned properties. There were no zoning code updates related to commercial or mixed-use development in 2023. 17 Item: 10
131
Implementation
Action Status
Table
Implementation Action Funding Responsible Timing
Source
General
Fund/
CDBG
Funds
Party
Public Works
Department
RR-1a Pursue available resources to fund facilities and parkland maintenance, acquisition, and/or development such as General Fund, private donations, gifts and endowments, special districts, and federal and state grants.
Ongoing
Status: In 2023 the City completed the Proposition 68 grant project for upgrades to Regency Park.
RR-1b Continue the City’s systematic completion of Americans with Disabilities General Fund
Engineering
Division
Ongoing
Act (ADA) compliance upgrades for City parks and recreation facilities.
Status: In fiscal year 2022/2023 the City allocated CDBG funds for new ADA compliant curb ramps and audible pedestrian signals in the City’s public rights-of-way.
RR-1c Promote volunteer opportunities through various City media, including the City’s website, social media, and printed publications.
General
Fund
Community
Services
Division
Ongoing
Status: The City’s website includes a page dedicated to volunteering opportunities (https://www.lakeforestca.gov/en/community/volunteer-opportunities ). The page includes both opportunities for volunteering through the City, and other agencies, such as Orange County Sheriff’s Department and Orange County Animal Care.
RR-1d Periodically review and update the park in-lieu fee ordinance as-necessary to better reflect current costs and needs to address park demand generated by infill development.
General
Fund
Planning
Division
Initiated
Status: The City hired a consultant to prepare an Administrative Draft Development Impact Fee Nexus Study. This report will provide an analysis of development impact fees needed to support future development in the City of Lake Forest through 2040, including the park in-lieu fee.
RR-1e Periodically review and update the fees charged for facility rentals, recreation programs, and other activities to ensure that they are appropriate and equitable.
General
Fund
Community
Services
Division
Ongoing
Status: The City adopted a fee schedule in 2019, which included fees for facility rentals and recreation programs. The City is currently conducting a fee study that will update the fees and will go into effect in July of 2024. 18 Item: 10
132
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
Community
Services
Division
RR-2a Prepare and distribute in electronic and hard-copy format resource guides Ongoing regarding public access to regional and local open space.
Status: The City’s website includes a page dedicated to Parks and Fields (https://lakeforestca.gov/571/Parks-Fields). The page includes a park guide for all the City parks, a list of walking trails in the City, and a link to the Orange County Parks website for information on the County trails in Lake Forest. In addition, there is a park facility map in each issue of the City’s bi-annual newsletter, “The Leaflet: City News and Recreation Guide.” The Leaflet is mailed out to all residents and hard copies of the Leaflet are provided at City facilities.
RR-2b Periodically coordinate with neighboring jurisdictions to share plans General Fund
Planning
Division
Initiated
regarding open space protection and access.
Status: In 2023, City staff attended OCFA training related to Land Use Planning for Wildfires in California-Lake Forest. In addition, the City coordinated with the County of Orange about trail access along Serrano Creek related to a current entitlement project. In the next year, the City anticipates to coordinate with the City of Irvine on their General Plan update and with OCFA related to community wildfire mitigation.
RR-3a City staff shall require applicants for future proposed ground disturbing projects to provide a technical cultural resources assessment consisting of a record search, survey, background context and project specific recommendations performed by a qualified archaeologist meeting Secretary of the Interior Standards and certified by the County of Orange.
If resources are known or reasonably anticipated the recommendations shall provide a detailed mitigation plan which shall require monitoring during grading and other earthmoving activities in undisturbed sediments, provide a treatment plan for potential resources that includes data to be collected, requires professional identification, other special studies as appropriate, requires curation at an accredited museum such as the John D. Cooper Center operated by the County of Orange for artifacts meeting significance criteria, requires a comprehensive final mitigation compliance report including a catalog of specimens with museum numbers and an appendix containing a letter from the museum stating that they are in possession of the materials.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: As required by CEQA, the Planning Division requires the applicant of a ground disturbing project to prepare a technical cultural resources assessment as described in this implementation action. 19 Item: 10
133
Implementation Action Funding Responsible Timing
Source
Project
Applicant
Deposit
Party
Planning
Division
RR-3b Require all new development, infrastructure, and other ground-disturbing projects to comply with the following conditions in the event of an inadvertent discovery of cultural resources or human remains:
• If construction or grading activities result in the discovery of significant historic or prehistoric archaeological artifacts or unique paleontological resources, all work within 100 feet of the discovery shall cease, the Director of Community Development shall be notified, the resources shall be examined by a qualified archaeologist, paleontologist, or historian for appropriate protection and preservation measures; and work may only resume when appropriate protections are in place and have been approved by the Community Development Director; and
Ongoing
• If human remains are discovered during any ground disturbing activity, work shall stop until the Director of Community Development and the Orange County Coroner have been contacted. If the human remains are determined to be of Native American origin, the Native American Heritage Commission and the most likely descendants shall be
LAKE FOREST 2040 | RR-5
consulted; and work may only resume when appropriate measures have been taken and approved by the Community Development Director.
Status: The Planning Division has a standard Condition of Approval that is placed on relevant entitlement applications to ensure compliance with this implementation action.
RR-3c City staff shall require applicants for future proposed projects with intact extant building(s) more than 45 years old to provide a historic resource technical study evaluating the significance and data potential of the resource. If significance criteria are met, detailed mitigation recommendations are required as part of the technical study. All work will be performed by a qualified architectural historian meeting Secretary of the Interior Standards.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The Planning Division requires the applicant of a development project to prepare this study when intact extant buildings more than 45 years old are present on a site.
RR-3d Require all development, infrastructure, and other ground-disturbing projects to comply with the following conditions in the event of an inadvertent discovery of a paleontological resource:
Project
Applicant
Deposit
Planning
Division
Ongoing
• If construction or grading activities result in the discovery of significant 20 Item: 10
134
Implementation Action Funding Responsible Timing
Source Party
prehistoric archaeological artifacts or unique paleontological resources, all work within 100 feet of the discovery shall cease, the Director of Community Development shall be notified, the resources shall be examined by a qualified archaeologist, paleontologist, or historian for appropriate protection and preservation measures; and work may only resume when appropriate protections are in place and have been approved by the Director of Community Development.
Status: The Planning Division has a Standard Condition of Approval that is placed on relevant entitlement applications.
RR-4a Review all new industrial and commercial development projects for potential air quality impacts to residences and other sensitive receptors.
Ensure that mitigation measures and best management practices are implemented to reduce significant emissions of criteria pollutants.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: As required by the City’s CEQA Guidelines and State CEQA laws, the Planning Division requires the applicant of a new industrial or commercial development to prepare a technical air quality study with mitigation measures, as applicable.
RR-4b Review development, infrastructure, and planning projects for consistency with SCAQMD requirements during the CEQA review process. Require project applicants to prepare air quality analyses to address SCAQMD and General Plan requirements, which include analysis and identification of:
1. Air pollutant emissions associated with the project during construction, project operation, and cumulative conditions.
Project
Applicant
Deposit
Planning
Division
Ongoing
2. Potential exposure of sensitive receptors to toxic air contaminants.
3. Significant air quality impacts associated with the project for construction, project operation, and cumulative conditions.
4. Mitigation measures to reduce significant impacts to less than significant or the maximum extent feasible where impacts cannot be mitigated to less than significant.
Status: In accordance with the City’s adopted “CEQA Significance Thresholds” document, all air quality analyses for development and infrastructure projects address SCAQMD requirements.
RR-4c Work with Orange County and the South Coast Air Quality Management District to implement programs aimed at improving regional air quality.
General
Fund
Community
Development
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP. 21 Item: 10
135
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
Building
Division
RR-4d Continue to review development projects to ensure that all new public and private development complies with the California Code of Regulations (CCR), Title 24 standards as well as the energy efficiency standards established by the Lake Forest Municipal Code.
Ongoing
Status: The City adopted (by reference) the 2022 Edition of the California Standards Code (California Code of Regulations, Title 24). All applicable plans submitted for building permits are reviewed for compliance with these Codes.
RR-4e Monitor GHG emissions generated by the community over time for consistency with the established GHG reduction targets, and update the City’s community GHG Inventory every five years. In the event that the City determines that ongoing efforts to reduce GHG emissions are not on track to meet the City’s adopted GHG reduction targets, the City shall establish and adopt new and/or revised GHG reductions measures that will effectively meet the established GHG reduction targets.
General
Fund
Community
Development
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The SIP includes an update to the GHG Inventory. The contract for the consultant will be reviewed by the City Council in early 2024. This implementation action will be addressed in the SIP.
RR-4f Provide the necessary facilities and infrastructure to facilitate the use of General Public Works Department
Ongoing
City-owned low or zero emission vehicles such as electric vehicle charging Fund/Grants facilities and conveniently located alternative fueling stations at key City facilities as operations necessitate and/or as funding becomes available.
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes identification of potential City sustainability programs. This implementation action will be addressed in the SIP.
RR-4g Evaluate and consider multi-modal transportation benefits to all City employees, such as free or low-cost monthly transit passes. Encourage employer participation in similar programs. Encourage new transit/shuttle services and use.
General
Fund
Human
Resources
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes identification of potential City sustainability programs. This implementation action will be addressed in the SIP.
RR-4h Evaluate and consider the feasibility of allowing private bicycle rental General Fund
Planning
Division
Initiated
companies to operate in Lake Forest.
22 Item: 10
136
Implementation Action Funding Responsible Timing
Source Party
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes a bicycle/scooter rental feasibility analysis. This implementation action will be addressed in the SIP.
RR-4i Encourage community car-sharing and carpooling. General Fund
Planning
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes identification of potential City sustainability programs and public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
RR-4j Support the establishment and expansion of a regional network of electric vehicle charging stations and encourage the expanded use of electric vehicles.
General
Fund
Building and
Planning
Ongoing
Division
Status: In 2023, City staff approved many EV charging stations ministerially. In addition, another large Tesla charging center at Hunter Court is being reviewed ministerially.
RR-4k Establish and adopt standards and requirements for electric vehicle parking, including minimum requirements for the installation of electric vehicle charging stations in new multi-family residential and commercial, office, and light industrial development.
General
Fund
Building
Division
Completed
Status: The City adopted the 2022 California Green Building Code 4.160.4 and 5.106.5, which includes minimum requirements for the installation of electric vehicle charging stations in new multi-family residential and commercial, office, and light industrial development.
RR-4l Periodically review and update the City’s Green Building Program to reflect best practices, such as encouraging the use of cement substitutes and recycled building materials for new construction.
General
Fund
Building
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
RR-4m Update the City’s Green Building Program to promote the reduction of urban heat islands through vegetation management and cool surfaces.
Encourage multi-family residential and nonresidential development to increase the use of higher-albedo materials for surfaces including roofs, parking areas, driveways, roads, and sidewalks. Encourage developments with parking lot areas to shade these areas with vegetation or solar panels General
Fund
Building and
Planning
Divisions
Initiated
23 Item: 10
137
Implementation Action Funding Responsible Timing
Source Party
when appropriate. Support various programs to plant and maintain trees, which can also contribute to a reduction of urban heat islands.
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
RR-4n Future development projects implemented under the General Plan will be required to demonstrate consistency with SCAQMD construction emission thresholds. Where emissions from individual projects exceed SCAQMD thresholds, the following actions shall be incorporated as necessary to minimize impacts. These measures do not exclude the use of other, equally effective mitigation measures.
General
Fund
Planning and
Building
Ongoing
Divisions
• Require all off-road diesel equipment greater than 50 horsepower (hp) used for this Project to meet USEPA Tier 4 final off-road emission standards or equivalent. Such equipment shall be outfitted with Best Available Control Technology (BACT) devices including a California Air Resources Board Certified Level 3 Diesel Particulate Filter (DPF) or equivalent. This DPF will reduce diesel particulate matter and NOx emissions during construction activities. •
Require a minimum of 50 percent of construction debris be diverted for recycling.
• Require building materials to contain a minimum 10 percent recycled content.
• Require materials such as paints, primers, sealants, coatings, and glues to have a low volatile organic compound concentration compared to conventional products. If low VOC materials are not available, architectural coating phasing should be extended sufficiently to reduce the daily emissions of VOCs.
Status: During the CEQA process, these measures, or very similar measures, are added as mitigation measures and/or conditions of approval.
RR-4o Future development projects implemented under the General Plan will be required to demonstrate consistency with SCAQMD’s operational emission thresholds. For projects where operational emissions exceed regulatory thresholds, the following measures may be used to reduce impacts. Note the following measures are not all inclusive and developers have the General
Fund
Planning
Division
Ongoing
24 Item: 10
138
Implementation Action Funding Responsible Timing
Source Party
option to add or substitute measures that are equally or more appropriate for the scope of their project.
• Develop a project specific TDM program for residents and/or employees that provides opportunities for carpool/vanpools.
• Provide onsite solar/renewable energy in excess of regulatory requirements. • Require that owners/tenants of non-residential or multi- family residential developments use architectural coatings that are 10 grams per liter or less when repainting/repairing properties. • Require dripless irrigation and irrigation sensor units that prevent watering during rain storms.
• Ensure all parking areas are wired for capability of future EV charging and include EV charging stations that exceed regulatory requirements.
Status: During the CEQA process, these measures, or very similar measures, are added as mitigation measures and/or conditions of approval.
RR-5a Maintain a buffer area between natural (not manmade) waterways and Applicant Funded
Deposit
Planning
Division
Ongoing
urban development to protect water quality and riparian areas.
Status: During the environmental review for new projects, the applicant is required to submit biologic and hydrologic studies as well as a Water Quality Management Plan to insure adequate buffers and protection of water quality.
RR-5b Require new development, as well as infrastructure projects, long-range planning projects, and other projects, to comply with the requirements of the Orange County Central-Coastal Natural Community Conservation Plan/Habitat Conservation Plan (NCCP/HCP) to ensure that potentially significant impacts to special-status species and sensitive resources are adequately addressed.
Applicant
Funded
Deposit
Planning
Division
Ongoing
Status: During the environmental review for new projects, the applicant is required to submit biological studies and to comply with the requirement of the NCCP/HCP, as applicable.
RR-5c Require new development which has the potential to result in water quality impacts to the City’s creeks and the local groundwater basin to implement all feasible mitigation measures to reduce impacts.
Applicant
Funded
Deposit
Engineering
and
Environmental
Compliance
Divisions
Ongoing
25 Item: 10
139
Implementation Action Funding Responsible Timing
Source Party
Status: As part of the City’s development process, the applicant is required to submit a Water Quality Management Plan that details the necessary compliance measures that will be implemented to eliminate or reduce impacts. There are no significant groundwater basins in south Orange County.
RR-5d Publicize volunteer-based programs that organize community creek restoration and/or cleanup events and provide public education regarding the benefits of city and regional water resources.
General
Fund
Environmental
Compliance
Division
Ongoing
Status: In 2023, the City’s Environmental Compliance Division hosted “H2O for HOAs,” which is an outreach and education event targeting HOAs, board of directors, property managers, and contractors to benefit the creeks, watersheds, to reduce or eliminate pollution and promote water conservation. In addition, the City incorporates programmatic planning which includes creek restoration and other water resource project opportunities into its Local Implementation Plan, Water Quality Improvement Plan, and is a participating agency in two Integrated Regional Water Management Plans. Each of these project planning initiatives has critical components which facilitate participation and input from non-governmental organizations (NGOs), and the public.
Moreover, the City promotes and hosts several cleanup events throughout the City which focus on education and efforts to prevent pollutants from entering in the local waterways and environmental resources.
RR-6a Regularly monitory the level of service provided by waste and recycling collection contractors to ensure that service levels meet the terms of the contract.
General
Fund
Public Works
Department
Ongoing
Status: The franchise hauler, CR&R, provides monthly reports to the City with certain performance measures based on the franchise agreement. The City meets with CR&R monthly to review these measures.
RR-6b Include standard language in requests for services and in City agreements requiring contractors to use best management practices to maximize diversion of waste from the landfill in order to meet the City’s specified diversion rates.
General
Fund
Public Works
and Finance
Departments
Ongoing
Status: Standard language is included in requests for services and in City agreements for services that would generate waste. For example, landscape contractors are required to submit monthly green waste diversion reports to the City. In addition, construction contractors are required to submit proof of waste diversion to the City per the standard construction contract.
RR-6c Encourage recycling, reuse, and appropriate disposal of hazardous materials, including the following:
General
Fund
Public Works
Department
Ongoing
• Increased participation in single family and multifamily residential curbside recycling programs;
• Increased participation in commercial and industrial recycling programs for paper, cardboard, and plastics;
• Reduce yard and landscaping waste through methods such as 26 Item: 10
140
Implementation Action Funding Responsible Timing
Source Party
composting, grass recycling, and using resource efficient landscaping techniques; and
Status: The franchise hauler, CR&R, employs two recycling coordinators, dedicated solely to the City of Lake Forest, to encourage residential and commercial recycling. CR&R performs waste characterization studies and provides education materials to residents and businesses to instruct and encourage proper recycling. In 2021, the City implemented organics recycling as required by SB 1383.
RR-6d Encourage local businesses to provide electronic waste (e-waste) drop-off services and encourage residents and businesses to properly dispose of, or recycle, e-waste.
General
Fund
Public Works
Department
Ongoing
Status: The franchise hauler, CR&R, provides curbside e-waste collection. In addition, the City promotes e-waste recycling through its semi-annual Household Hazardous Waste drop-off events. The City’s website has further information regarding free e- waste recycling provided by the County of Orange at its four Household Hazardous Waste collection sites. 27 Item: 10
141
Implementation
Action Status
Table
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
Building
Division
PS-1a Review development proposals to ensure compliance with California Health and Safety Code Section 19100 et seq. (Earthquake Protection Law), which requires that buildings be designed to resist stresses produced by natural forces such as earthquakes and wind.
Ongoing
Status: The City has adopted (by reference) the 2022 Edition of the California Building Standards Code (California Code of Regulations, Title 24) with local amendments. The City’s Building Division reviews all development proposals and ensures that all new buildings are designed in accordance with the California Building Standards Code.
PS-1b Update building, zoning, and grading codes as needed to ensure adopted standards mitigate potential seismic hazards and comply with the Alquist- Priolo Act and Unreinforced Masonry Law.
General
Fund
Building
Division
Ongoing
Status: The City has adopted (by reference) the 2022 Edition of the California Building Standards Code (California Code of Regulations, Title 24) with local amendments, which addresses potential seismic hazards and complies with the Alquist-Priolo Act and Unreinforced Masonry Law.
PS-1c Establish a public relations and education program to increase public awareness on potential geologic and seismic hazards in the community, their associated risks, and preparedness strategies.
General
Fund
Management
Services
Ongoing
Status: The City’s website has an emergency preparedness webpage, that included specific information on earthquake preparedness (https://www.lakeforestca.gov/en/departments/public-safety/emergency-preparedness/earthquake-preparedness). In addition, the Community Development Department completed the City’s Draft Local Hazard Mitigation Plan which will include hazard mitigation actions related to earthquakes.
PS-2a In the event of a significant wildfire in the upslope areas east of the City, the City shall immediately coordinate with relevant federal, state, and local agencies, including but not limited to the USDA, USFS, CAL FIRE, the Orange County Flood Control District, and OCFA to establish and implement, as feasible, a flooding and debris flow prediction and monitoring program. The intent of the program shall be to map and assess General
Fund
Public Works Ongoing
28 Item: 10
142
Implementation Action Funding Responsible Timing
Source Party
the likelihood of debris flow (in %), potential volume of debris flow (in m3), and combined relative debris flow hazard. In the event that a flood or debris flow risk is predicted during a subsequent storm event, the City shall implement procedures contained in the Emergency Operations Plan to notify residents and business owners of evacuation orders in affected areas. This action is written and adopted with the understanding that the City of Lake Forest does not possess the resources to implement such a monitoring program independently, and must rely on the expertise and resources of outside agencies.
Status: The City did not have any wildfires in 2023. However, when there is a wildfire in the City, the City coordinates with the County of Orange to establish a debris flow prediction and monitoring program.
PS-2b If applicable, mitigate existing non-conforming publicly owned development to contemporary fire safe standards where feasible, including road standards and vegetative hazards
General
Fund
Public Works Ongoing
Status: The City conducts weed abatement when necessary on all public property to reduce vegetative fire hazards.
PS-2c Continue to require that all new habitable structures be designed in accordance with the most recent California Building and Fire Code with local amendments adopted by the City, including the use of fire sprinklers in residential structures.
General
Fund
Building
Division
Ongoing
Status: The City has adopted (by reference) the 2022 Edition of the California Building Standards Code (California Code of Regulations, Title 24) with local amendments. These codes include both the 2022 California Building Code and Fire Code. All applicable plans submitted for building permits are reviewed for compliance with these Codes.
PS-2d Participate in Mutual Aid Agreements with neighboring cities and the Orange County Operational Area, described in the 2019 Unified County of Orange and Orange County Operational Area Emergency Operations Plan, as required by the Orange County Fire Authority.
General
Fund
Ongoing
Status: The City participates in Mutual Aid Agreements with neighboring cities, as required by OCFA.
PS-3a Monitor changes in Federal and State laws and regulations related to local flood protection, including the National Flood Insurance Program and incorporate necessary changes into the Municipal Code, the City's Emergency Operations Plan, and building codes as required and ensure that the City’s regulations continue to require that new development within flood hazard zones is consistent with this Safety Element and is required to General
Fund
Engineering
and Water
Quality
Ongoing
Divisions
29 Item: 10
143
Implementation Action Funding Responsible Timing
Source Party
meet the flood protection requirements of State law, including but not limited to Government Code Sections 65007, 65865.5, 65962 and 66474.5.
Status: The City monitors changes in federal and state laws related to local flood protection. In 2023, no changes in these laws have required changes to the City’s Municipal Code, the City's Emergency Operations Plan, or the local amendments to the City’s building codes. As part of the City’s monitoring efforts, however, the City has been actively tracking and submitting written comments to the US Army Corps of Engineers and the US Environmental Protection Agency as part of the federal rule making concerning the legal and regulatory definition and application of waters of the United States, also known as “WOTUS”. The City’s participation and efforts in the federal rule making concerning WOTUS has continued over three presidential administrations and is focused on potential significant negative impacts to the City’s ability to operate and maintain its storm drain and flood control infrastructure in order to preserve and protect life and property as well as implement an effective environmental program for pollution prevention and enforcement. As part of the review of new developments in flood hazard zones, the City ensures that the development is consistent with the General Plan’s Safety Element and applicable State laws.
PS-3b Continue to disseminate information on flooding, flood control on private property, floodplains, and flood preparedness to the public.
General
Fund
Engineering
Division
Ongoing
Status: The City responds to resident’s emails and phone calls related to questions about Flood Zones. The City’s website also includes an online FEMA flood map.
PS-3c Communicate with FEMA annually regarding updates to Flood Insurance Rate Maps and Letter of Map Revisions.
General
Fund
Engineering
Division
Ongoing
Status: FEMA periodically coordinates with the City on Letter of Map Revisions. The City did not receive any Letter of Map revisions in 2023.
PS-3d Periodically review county, state, and federal flood control best practices and incorporate appropriate standards into the Municipal Code.
General
Fund
Engineering
Division
Ongoing
Status: The City periodically reviews changes to county, state and federal flood control best practices. In 2023, no changes in these best practices have required any changes to the City’s Municipal Code.
PS-3e Work with the Orange County Flood Control District to apply for grants that provide funding for local drainage controls, FEMA’s Hazard Mitigation Grant and Flood Mitigation Assistance Programs, and their Pre-disaster Mitigation Program, CalEPA and the CA State Water Resources Control Board offer grants to municipalities throughout California.
General
Fund
Engineering
Division
Ongoing
Status: In 2020, the City submitted a grant request for potential funding of improvements to the Serrano Creek channel. After nominating the Serrano Creek areas for OCFCD project consideration for multiple years, it was not nominated during 2023 because the OCFCD indicated they would not support a Serrano Creek project. However, the LHMP preparation was included as part of the FY 22-23 budget. The City will continue to seek grants to allocate funds towards the implementation of approved mitigation strategies. Funding will be added during year four of the adopted LHMP in preparation for the 5-year update. 30 Item: 10
144
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
Planning
Division
PS-4a As part of the development review process, require projects that result in significant risks associated with hazardous materials to include measures to address the risks and reduce the risks to an acceptable level.
Ongoing
Status: As part of the CEQA process, an initial study requires that impacts from hazardous materials be studied. When risks are associated with hazardous materials, the environmental consultant will provide appropriate mitigation measures to reduce the risk.
PS-4b Continue to require the submittal of information regarding hazardous materials manufacturing, storage, use, transport, and/or disposal by existing and proposed businesses and developments to the Orange County Fire Authority.
General
Fund
Building
Division
Ongoing
Status: The City’s Building Division provides information and the OCFA application for hazardous materials manufacturing, storage, use, transport, and/or disposal for existing and proposed businesses and developments.
PS-4c Continue to promote off-site hazardous materials and/or electronic waste drop-off.
General
Fund
Public Works
Department
Ongoing
Status: The City hosts two Household Hazardous Waste Events each year to collect and dispose of hazardous wastes at no charge to the City’s residents. Additionally, the City’s website has a page dedicated to trash and recycling (https://lakeforestca.gov/293/Trash-Recycling). The webpage includes information on where to safely dispose of hazardous materials and electronic waste.
PS-5a Explore grant funding for the preparation of a Local Hazard Mitigation Plan for the City of Lake Forest.
General
Fund
Community
Development
Completed
Status: In 2021, the City submitted a grant application for funding for the preparation of a Local Hazard Mitigation Plan. In 2022, the City received grant funding for $82,000 from CalFire for the Local Hazard Mitigation Plan. The LHMP preparation was included as part of the FY 22-23 budget. The City will continue to seek grants to allocate funds towards the implementation of approved mitigation strategies. Funding will be added during year four of the adopted LHMP in preparation for the 5-year update.
PS-5b Regularly practice implementation of the City’s Emergency Operations Plan and update it regularly.
General
Fund
Management
Services
Ongoing
Status: In 2023, the update to the City’s Emergency Operations Plan was completed and the City conducted two Emergency Operation Center (EOC) trainings and exercises for those employees assigned a role in the EOC. The City also provided EOC training on WEBEOC, which is supported by Orange County Emergency Management Division. The City’s Emergency Operations Plan has been reviewed and next update is anticipated for 2025.
PS-5c Regularly review County and State emergency response procedures that must be coordinated with City procedures.
General
Fund
Management
Services
Ongoing
Status: The update to the City’s Emergency Operations Plan was completed in 2023. Through the regular monthly participation of the Orange County Emergency Management Organizations (OCEMO) updates to the County Plans and State response procedures are reviewed.
31 Item: 10
145
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
Planning
Division
PS-6a Update Chapter 11.16 of the Lake Forest Municipal Code to ensure that the noise standards are consistent with this General Plan, including Tables PS-1 and PS-2, and to require new residential, mixed-use with a residential component, and other noise-sensitive development to be designed to minimize noise exposure to noise sensitive uses through incorporation of site planning and architectural techniques. The update shall also include noise standards for residential uses within a mixed-use development, which may differ from other adopted residential noise standards.
Initiated
Status: In 2023, the City hired a consultant to assist with amendments to the City’s Noise Ordinance (Lake Forest Municipal Code Section 11.16), General Plan Public Safety Element Section Noise Section, and Lake Forest CEQA Significance Threshold Guide Noise Section. Staff is currently working with the consultant to draft these amendments for review by the City’s Planning Commission and City Council in 2024.
PS-6b Review new development projects for compliance with the noise requirements established in this General Plan, including the standards established in Tables PS-1 and PS-2. Where necessary, require new development to mitigate excessive noise through best practices, including building location and orientation, building design features, placement of noise generating equipment away from sensitive receptors, shielding of noise-generating equipment, placement of noise-tolerant features between noise sources and sensitive receptors, and use of noise-minimizing materials such as rubberized asphalt.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The City’s development process requires a noise study for most new development and for uses that could potentially generate noise impacts. The noise study must show compliance with the City’s noise ordinance and the General Plan Noise criteria.
PS-6c Require acoustical studies for all new discretionary projects, including those related to development and transportation, which have the potential to generate noise impacts which exceed the standards identified in this General Plan. The studies shall include representative noise Project
Applicant
Deposit
Planning
Division
Ongoing
measurements, estimates of existing and projected noise levels, and mitigation measures necessary to ensure compliance with this element.
Status: The City’s development process requires a noise study for most new development and for uses that could potentially generate noise impacts. The noise study must show compliance with the City’s noise ordinance and the General Plan Noise criteria.
32 Item: 10
146
Implementation Action Funding Responsible Timing
Source
Project
Applicant
Deposit
Party
Planning
Division
PS-6d In making a determination of impact under the California Environmental Quality Act (CEQA), a substantial increase will occur if ambient noise levels have a substantial increase. Generally, a 3 dB increase in noise levels is barely perceptible, and a 5 dB increase in noise levels is clearly perceptible. Therefore, increases in noise levels shall be considered to be substantial when the following occurs:
Ongoing
• When existing noise levels are less than 60 dB, a 5 dB increase in noise will be considered substantial;
• When existing noise levels are between 60 dB and 65 dB, a 3 dB increase in noise will be considered substantial;
• When existing noise levels exceed 65 dB, a 1.5 dB increase in noise will be considered substantial.
Status: The City’s development process requires a noise study for most new development and for uses that could potentially generate noise impacts. The noise study must show compliance with the City’s noise ordinance and the General Plan Noise criteria.
PS-6e Update the City’s Noise Ordinance (Chapter 11.16) to reflect the noise standards established in this General Plan and proactively enforce the City’s Noise Ordinance, including requiring the following measures for construction:
General
Fund
Planning
Division
Initiated
•
•
•
Restrict construction activities to the hours of 7:00 a.m. to 7:00 p.m. on Monday through Friday, and 8:00 a.m. to 6:00 p.m. on Saturdays. No construction shall be permitted outside of these hours or on Sundays or legal City of Lake Forest holiday without a specific exemption issued by the City.
A Construction Noise Management Plan shall be submitted by the applicant for construction projects, when determined necessary by the City. The Construction Noise Management Plan shall include proper posting of construction schedules, appointment of a noise disturbance coordinator, and methods for assisting in noise reduction measures.
Noise reduction measures may include, but are not limited to, the following:
o Equipment and trucks used for project construction shall utilize the best available noise control techniques (e.g., improved mufflers, equipment redesign, use of intake silencers, ducts, 33 Item: 10
147
Implementation Action Funding Responsible Timing
Source Party
engine enclosures and acoustically attenuating shields or shrouds) wherever feasible. o Except as provided herein, impact tools (e.g., jack hammers, pavement breakers, and rock drills) used for project construction shall be hydraulically or electrically powered to avoid noise associated with
compressed air exhaust from pneumatically powered tools.
However, where use of pneumatic tools is unavoidable, an exhaust muffler on the compressed air exhaust shall be used.
This muffler can lower noise levels from the exhaust by up to about 10 dBA. External jackets on the tools themselves shall be used, if such jackets are commercially available. this could achieve a reduction of 5 dBA. Quieter procedures shall be used, such as drills rather than impact equipment, whenever such procedures are available and consistent with construction procedures.
o Temporary power poles shall be used instead of generators where feasible.
o Stationary noise sources shall be located as far from adjacent properties as possible, and they shall be muffled and enclosed within temporary sheds, incorporate insulation barriers, or use other measures as determined by the City of provide
equivalent noise reduction.
o The noisiest phases of construction shall be limited to less than 10 days at a time. Exceptions may be allowed if the City determines an extension is necessary and all available noise reduction controls are implemented.
o Delivery of materials shall observe the hours of operation described above. Truck traffic should avoid residential areas to the extent
possible.
• Require new development to minimize vibration impacts to adjacent uses during demolition and construction. For sensitive historic structures, a vibration limit of 0.08 in/sec PPV (peak particle velocity) 34 Item: 10
148
Implementation Action Funding Responsible Timing
Source Party
will be used to minimize the potential for cosmetic damage to the building. A vibration limit of 0.30 in/sec PPV will be used to minimize the potential for cosmetic damage at buildings of normal conventional construction.
Status: In 2023, the City hired a consultant to assist with amendments to the City’s Noise Ordinance, General Plan Public Safety Element Section Noise Section, and Lake Forest CEQA Significance Threshold Guide Noise Section. Staff is currently working with the consultant to draft these amendments for review by the City’s Planning Commission and City Council in 2024.
PS-6f The City shall require new residential projects located adjacent to major freeways, hard rail lines, or light rail lines to follow the FTA vibration screening distance criteria to ensure that residential uses are not exposed to vibrations exceeding 72 VdB for frequent events (more than 70 events per day), 75 VdB for occasional events (30-70 events per day), or 80 VdB for infrequent events (less than 30 events per day).
General
Fund
Planning
Division
Ongoing
Status: Since the adoption of the 2040 General Plan, the City has not had any new applications for residential projects located adjacent to major freeways or rail lines.
PS-7a Provide information and resources to the public and businesses regarding steps the City is taking to address the issue of climate change.
General
Fund
Planning
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PS-7b Study the transition to energy-efficient street lights, such as LEDs, for City- owned light facilities.
General
Fund
Public Works
Maintenance
Division
Ongoing
Status: In 2023, the City continued the Heroes Park Electrical Repairs project, which was approved under the 2021-2023 Capital Improvement Projects. The project repairs aged infrastructure preparing the park for future improved LED lighting upgrades.
PS-7c Consider purchasing only electric or alternative-energy vehicles for the City vehicle fleet, as appropriate, based on the intended use of the vehicle.
General
Fund
Finance
Department/
Ongoing
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes identification of potential City sustainability programs. This implementation action will be addressed in the SIP.
PS-7d Evaluate the feasibility for government-constructed and/or -operated new development to exceed the CalGreen Tier 1, or successor program, standards.
General
Fund
Planning
Division
Initiated
35 Item: 10
149
Implementation Action Funding Responsible Timing
Source Party
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes a feasibility analysis of new sustainable standards that exceed CalGreen standards. This implementation action will be addressed in the SIP.
PS-7e Promote the use of sustainable and carbon-neutral energy sources in new development as directed by the California Green Building Standards Code.
General
Fund
Building
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PS-7f Explore using renewable energy and clean generation technologies such as solar, wind, biogas, or fuel cells to power City facilities where appropriate.
General
Fund
Public Works
Department
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes identification of potential City sustainability programs. This implementation action will be addressed in the SIP. 36 Item: 10
150
Implementation
Action Status
Table
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
Public Works
Department
PF-1a Regularly coordinate with outside service providers and other agencies regarding their public facility plans and provide local input on goals, objectives, and projects.
Ongoing
Status: The City holds quarterly utility coordination meetings with all the City’s utility companies (electric, phone, cable, water).
The coordination meetings allow the City and the utilities to coordinate projects and provide input on public facility plans. The City also regularly coordinates with the Orange County Flood Control District on flood control infrastructure and stormwater pollution prevention matters.
PF-1b Maintain records regarding the quality and status of public facilities and critical infrastructure and use this information to inform the capital improvement planning process.
General
Fund
Public Works
Department
Ongoing
Status: The City’s maintenance inspectors inspect and report the quality and status of public facilities and critical infrastructure.
This data is maintained in an excel database. This data is referenced during the creation of the CIP projects program, which occurs every two years.
PF-2a Coordinate with the Southern California Association of Governments and the Governor’s Office of Planning and Research to stay informed of legislation and documentation of the nexus between land use, house, transportation, and sustainability.
General
Fund
Planning
Division
Ongoing
Status: City staff regularly attends the Orange County Council of Government (OCCOG) technical advisory committee meetings, which include frequent discussions about regional planning and new legislation. The OCCOG TAC meetings also have frequent presentations from Southern California Association of Governments (SCAG) staff. City staff attends training throughout the year on new legislation related to land use, housing, transportation, and sustainability.
PF-2b Continue to evaluate project impacts in accordance with the California Environmental Quality Act.
General
Fund
Planning
Division
Ongoing
Status: Annually the City updates the “City of Lake Forest Local Guidelines for Implementing the California Environmental Quality Act” (“City’s CEQA Guidelines”). The City’s CEQA Guidelines were last updated in June of 2023. The annual update ensures that the City’s CEQA Guidelines are consistent with all new State CEQA laws. 37 Item: 10
151
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
Planning
Division
PF-3a Continue to require, as part of the development review process, project applicants to demonstrate sufficient access to water resources to service the project area.
Ongoing
Status: As part of the development process, a developer for new construction on a vacant site, as applicable, is required to provide a will serve commitment letter from the corresponding Water District.
PF-3b Continue educational outreach designed to increase public participation in water conservation and water quality awareness through printed material and the City’s website and social media accounts.
General
Fund
Environmental
Compliance
Division
Ongoing
Status: The City actively engages in ongoing efforts targeting water conservation as part of its comprehensive pollution prevention and enforcement program. A cornerstone of the City’s efforts is chairing the county-wide public education and outreach committee with overarching programmatic efforts directed into the “Overwatering is Out” campaign. More information about these and other efforts can be found at H2OC.org. The City also regularly partners with local water districts to facilitate joint efforts of pollution prevention and water conservation including past grant-funded projects. In addition, the City’s website includes an “Environmental Compliance” page (https://www.lakeforestca.gov/en/departments/public-works/environmental-compliance) with more resources and referencing including Best Management Practice (BMP) Fact Sheets that address water conservation and pollution prevention through prohibitions of dry weather discharges. Furthermore, the City uses multiple print and social media platforms to publish outreach and educational materials with the goal to provide substantive information to create positive behavior change through community based social marketing methodologies.
PF-4a Develop public education material on wastewater management strategies and assist in distributing the material, along with a reference to the water districts’ websites, to Lake Forest community members. The information could be distributed online via the City’s website and/or social media accounts as well as in hard-copy at City Hall or other City facilities.
General
Fund
Environmental
Compliance
Division
Ongoing
Status: The City’s website includes a “Water Quality” page (https://www.lakeforestca.gov/294/Water-Quality). The webpage includes many resources and references such as Best Management Practices (BMP) Fact Sheets and brochures related to wastewater management and sanitary sewer overflows. The Fact Sheets and brochures describe the requirements and prohibitions for wastewater discharges generated from any activity. The activity-specific BMP requirements are organized into general categories including residential/homeowner’s associations, land development, industrial and commercial business , etc.
In addition, the brochures are also available at the City’s front counter, provided during City inspections, or during public outreach activities. Moreover, the City’s website has a “Water and Sewer Services” page with links to the City’s 3 water and sewer service providers (https://www.lakeforestca.gov/en/departments/public-works/utility-services ) PF-5a Project designs shall minimize drainage concentrations, minimize impervious coverage, utilize pervious paving materials, utilize low impact Project
Applicant
Deposit
Engineering
Division
Ongoing
38 Item: 10
152
Implementation Action Funding Responsible Timing
Source Party
development (LID) strategies, and utilize Best Management Practices (BMPs) to reduce stormwater runoff.
Status: The City’s development process requires applicable projects to provide a Water Quality Management Plan (WQMP), that is reviewed by the City Engineering staff. A WQMP requires a project design that minimizes drainage concentrations, including mitigation of hydromodification impacts, minimizes impervious coverage, utilizes low impact development (LID) strategies, and utilizes Best Management Practices (BMPs) to reduce or eliminate stormwater runoff.
PF-5b Promote the use of LID strategies in new development and redevelopment projects, including but not limited to the use of canopy trees and shrubs, vegetated swales, and permeable paving.
Project
Applicant
Deposit
Engineering
Division
Ongoing
Status: The City’s development process requires applicable projects to provide a Water Quality Management Plan (WQMP), that is reviewed by the City Engineering staff. The City requires the use of low impact development (LID) strategies including infiltration, bioretention, harvest and use, biotreatment, etc. in new development and significant redevelopment projects.
PF-5c Require new development to mitigate increases in stormwater peak flows and/or volume. Mitigation measures, such as LID strategies, should take into consideration impacts on adjoining lands in the City.
Project
Applicant
Deposit
Engineering
Division
Ongoing
Status: The City’s development process requires applicable projects to provide a Water Quality Management Plan (WQMP), that is reviewed by the City Engineering staff. The City requires new development and significant redevelopment projects to account for time of concentration and runoff volumes within drainage management areas in a comprehensive plan for stormwater management. The project applicant must also address hydromodification impacts and account for sediment transport concerns.
PF-5d Identify which storm water and drainage facilities are in need of repair and address these needs through the City’s Capital Improvement Program.
General
Fund
Engineering
Division
Ongoing
Status: The City inspects all storm drains once to twice a year. During the inspection, the storm drains are cleaned and any necessary minor repairs are performed. Data collected during the inspections are documented in an excel database. This data is referenced during the creation of the CIP projects program, which occurs every two years.
PF-5e Confer with utility providers regarding major development plans and participate in the planning of the extension of utilities.
General
Fund
Engineering
Division
Ongoing
Status: The City holds quarterly utility coordination meetings with all the City’s utility companies (electric, phone, cable, water).
The coordination meetings allow the City and the utilities to coordinate major development plans and the extension of utilities.
PF-6a Continue to review development projects to ensure that all new public and private development complies with the California Code of Regulations, Title 24 standards as well as the energy efficiency standards established by the General Plan and the Municipal Code.
General
Fund
Building
Division
Ongoing
Status: The Building Division reviews all plans for conformance with Title 24 standards. 39 Item: 10
153
Implementation Action Funding Responsible Timing
Source
General
Fund
Party
Planning
Division
PF-6b Develop a public education program to increase public participation in energy conservation, including information on programs that provide free or low-cost energy efficiency audits and retrofits to existing buildings.
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6c Cooperate with other agencies, jurisdictions, and organizations to expand energy conservation programs.
General
Fund
Planning
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6d Support SCE and other private partners to promote widespread marketing through the City’s newsletter, flyers, and website to encourage conservation and greater energy efficiency in homes and businesses.
General
Fund
Planning
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6e Promote the CEC Building Energy Benchmarking Program (AB 802) on the City’s website to help benchmark and monitor energy use for participating businesses seeking to increase energy efficiency and realize cost savings.
General
Fund
Planning
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6f Educate City residents via the City’s newsletter, flyers, website, and at community events about appliance and equipment incentives and rebates offered by utility providers, the CEC, and the South Coast Air Quality Management District.
General
Fund
Planning
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6g Support SCE by promoting the energy and cost saving benefits of solar hot water heating systems for businesses and residents in the City through the City website, newsletter, and handouts.
General
Fund
Planning
Division
Initiated
40 Item: 10
154
Implementation Action Funding Responsible Timing
Source Party
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6h Support SCE by promoting residential retrofit programs through the City’s newsletter, flyers, and website to help homeowners convert to all electrical appliances and HVAC systems, consistent with the goals established in SCE’s Pathway 2045 efforts.
General
Fund
Planning
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6i Promote, via the City’s website and materials for residents and businesses, participation in SCE’s Green Rate program, which allows residential and business electricity customers to pay low monthly fees to meet electricity needs from either 50 percent or 100 percent renewable sources.
General
Fund
Planning
Division
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6j Provide a related flyer at the public counter and strongly encourage new development projects to install electrified space (HVAC) and water heating systems in lieu of natural gas systems, above and beyond the requirements of Title 24 (2019 version), consistent with the strategies identified in SCE’s Pathway 2045, before and during the building plan check process.
General
Fund
Building and
Planning
Divisions
Initiated
Status: In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
PF-6k Periodically review and revise existing City ordinances regulating the placement, maintenance, and operation of cell facilities; revise as needed to implement the General Plan.
General
Fund
Planning
Division
Ongoing
Status: The City periodically reviews and revises the City’s wireless communication facilities ordinance (Zoning Code Chapter
9.162), which was last updated in 2022.
PF-7a The Orange County Fire Authority and City Engineer will review proposed development projects and street networks to evaluate the accessibility for fire engines and other emergency response functions.
General
Fund
OCFA/
Engineering
Division
Ongoing
41 Item: 10
155
Implementation Action Funding Responsible Timing
Source Party
Status: As part of the development process, both the Orange County Fire Authority and the City Engineer review all new construction projects and street networks to ensure compliance with the City’s standards and OCFA requirements related to accessibility for fire engines and other emergency response functions.
PF-8a Continue to coordinate and promote crime and fire prevention and suppression programs with the community.
General
Fund
OCSD/OCFA Ongoing
Status: Crime prevention and fire prevention tips are shared on social media platforms. The City has hosted Town Hall meetings for residents on topics such as Homelessness, E-Bikes, and Fire Safety. The Community Emergency Response Team (CERT) Program conducted three sessions and information about emergency preparedness was provided to the Senior Clubhouse and at City sponsored events.
PF-8b Participate in regional and sub-regional planning forums that may address matters affecting the quality of life in Lake Forest and the region.
General
Fund
Planning
Division
Ongoing
Status: City staff regularly attends the Orange County Council of Governments (OCCOG) technical advisory committee meetings, which include frequent discussions about regional planning and new legislation that may affect the quality of life in the region.
PF-10a Regularly coordinate with outside service providers and other agencies regarding their public facility plans and provide local input on goals, objectives, and projects.
General
Fund
Engineering
Division
Ongoing
Status: The City holds quarterly utility coordination meetings with all the City’s utility companies (electric, phone, cable, water).
The coordination meetings allow the City and the utilities to coordinate projects and provide input on public facility plans. 42 Item: 10
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Implementation
Action Status
Table
Implementation Action Funding
Source
General
Fund
Responsible Party Timing
HW-1a Continue to assess the quality of accessible facilities and amenities Public Works/Community
Services
Ongoing
for seniors and disabled residents at parks and public spaces.
Status: In 2023, the City continued to assess the quality of accessible facilities for seniors and disabled residents, as exemplified by the following City projects:
• Community Services staff continued to partner with business’ who specialize in offering classes and programs to the Special Needs Community and held a Special Needs Resource Fair in March of 2023. The resource fair gave parents and service providers the chance to network, exchange information, and learn about new techniques. •
•
The City allocated CDBG funds to create accessible curb ramps in the City’s public right-of-ways.
The City maintains two Universally Accessible Playgrounds in the City (Cherry Park and Pittsford Park).
HW-2a Promote local healthy food sources and regional farmers' markets. General Fund
Community Services Ongoing
Status: The City allows a weekly Certified Farmers Market at the City’s Sports Park.
HW-2b Assess the proximity of public transit to local health facilities and advocate for mobility and transportation improvement where necessary.
General
Fund
Public
Works/Community
Services
Ongoing
Status: The City of Lake Forest offers door-to-door transportation to Lake Forest senior residents via Age Well Senior Services (AWSS) and CA Yellow Cab at reduced costs, including, transportation to non-emergency medical appointments and to the City’s Senior Clubhouse. In 2023, the City is working on expanding the transportation program to include transportation to more locations.
Also, in 2023 CDBG CV funds were provided to Age Well Senior Services to assist in the purchase of a new van.
HW-3a Develop a resource guide for City residents focused on neighborhood General Fund
Community
Development
Completed
upkeep, home maintenance, and community safety.
Status: The Community Development Department developed a resource guide for residents that focused on property maintenance, and neighborhood safety. The guide includes helpful contacts to other agencies related to property maintenance. The guide is provided to residents by Code Enforcement officers in the field and is available on the City’s website:
43 Item: 10
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Implementation Action Funding
Source
Responsible Party Timing
https://www.lakeforestca.gov/en/departments/community-development/code-enforcement.
HW-3b Promote and encourage local crime watch programs within City General Fund
OCSD Ongoing
neighborhoods.
Status: The City coordinates roundtable meetings with Homeowner Associations to address any safety concerns of the residents.
Safety meetings were conducted by OCSD to HOA on topics such as e-bikes, homelessness, traffic, crime stats, and emergency preparedness. Information regarding Neighborhood Watch was provided at City events, in City publications and on social media.
HW-3c Continue community policing efforts and other relationship-building General Fund
OCSD Ongoing
programs that have been put in place.
Status: The City continues the following programs to encourage community policing efforts:
• Hotel Watch is a program to help overnight lodging establishments prevent crime and work with law enforcement to combat illegal activity.
• Business Watch is a program to build relationships between local businesses, their neighboring business and law enforcement. Businesses are encouraged to provide emergency contact information so police services can contact responsible parties in the event of an emergency or crime involving the business. The City maintains a voluntary online registration form for businesses to register and update any contact information. • License Plate Reader (LPR) cameras have been installed throughout the City. These LPR cameras provide valuable information to identify stolen vehicles or vehicles engaged in illegal activity.
HW-3d Ensure that low-income and minority populations have equal influence in the land-use decision-making process by utilizing culturally appropriate approaches to public participation and involvement.
General
Fund
Management
Services/Community
Services/Community
Development
Ongoing
Status: The City initiated the second Southwest Lake Forest Neighborhood Improvement Needs Assessment for a second neighborhood in the City. The consultant team, including bilingual staff, canvassed the neighborhood by going door-to-door with a survey in both English and Spanish. A report including “Key Recommendations” was completed and the City’s Neighborhood Improvement Task Force has initiated action and addressed many of the issues to date. In addition, the City provided surveys in both English and Spanish for the City’s Hazard Mitigation Plan (LHMP) and Property Maintenance Code. The LHMP survey was provided during the City’s Senior Center lunch, which is well attended by low-income senior citizen residents. Additionally, the Property Maintenance Code survey was handed out door-to-door in some of the City’s low income areas to increase survey results.
Lastly this year, the City has also provided translations of City documents into Chinese for a town hall meeting and public hearings related to the Meadows Residential Community. The outreach process for these projects used culturally appropriate approaches to increate public participation and involvement in these project. 44 Item: 10
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2021-2029
Housing
Implementation
Action Status
Table
Element
Implementation Action Objective Funding Responsible Timing Source Party
Program 1:
Land Use
Policy,
Maintain and monitor the residential General Community
Development
Department
Complete all necessary rezoning by
October 15, 2022; complete a Zoning
Amendment by May 2023 to rezone sites
identified in Appendix A consistent with
the requirements of Government Code
section 65583.2, subdivisions (h) and (i)
and in the interim, fully adhere to the
requirements of Government Code
section 65583.2, subdivisions (h) and (i);
annual monitoring and reporting
sites inventory to ensure sufficient
sites remain to accommodate the
Fund/
LEAP
GrantEntitlements, RHNA allocation throughout the RHNA
and period. Receive and process
forDevelopment development applications
Capacity
(Shortfall
Program)
residential projects. Rezone
all sites identified in Appendix A
consistent
acreages,
with
and
the
capacity
densities,
levels
identified in Appendix A. Complete all
rezoning pursuant to Government
Code section 65583.2, subdivisions (h)
and (i).
throughout the planning period..
Status: The City’s adopted Housing Element for 2021-2029 includes an inventory of available sites with residential/mixed-use General Plan land use designations which allow a range of residential development opportunities to accommodate the RHNA. The City's 2040 General Plan created new Mixed-Use General Plan Designations in 5 focus areas in the City. All of the residential areas identified in the Housing Element's residential site inventory that require re-zoning are located in these 5 focus areas. On September 9, 2022, the City re-zoned 267 parcels, which included all the parcels in the residential site inventory that required re-zoning, to 5 new mixed-use zoning districts. These five new zoning districts, which are consistent with the mixed-use general plan land use designations, identify development standards such as density, floor area ratio (FAR), building height, landscape requirements, building setbacks, and permitted uses. Additionally, the City monitors all new residential development in the City through monthly census surveys for building permit issuance, bi-yearly Housing Inventory Surveys to Center of Demographic Research, Annual Housing Surveys to Department of Finance, and this Annual Housing Progress Report. In 2023, the City received one application 45 Item: 10
159
Implementation Action Objective Funding Responsible
Source Party
Timing
(which has not been deemed complete) for 57 new single-family residences within the Meadows Residential Community. This project is not located on one of Housing Inventory sites. No residential projects were approved or denied in 2023. In May of 2023, the Lake Forest City Council adopted Ordinance 362 to ensure compliance with Government Code section 65583.2, subdivisions (h) and (i).
The ordinance created Zoning Code Chapter 9.151 Housing Element Sites Inventory Regulations.
Program 2:
Monitor
Residential
Capacity (No
Net Loss)
Maintain adequate capacity to General
Fund
Community
Development
Department
Ongoing implementation, at time of
approval of a project on a site listed in the
Housing Element, and annual reporting
throughout the planning period.
accommodate the City’s RHNA
obligations at all income levels
throughout the planning period. Report
as required through the HCD annual
report process.
Status: The City has developed an annual monitoring and tracking excel database to ensure that adequate inventory is available to meet the City’s RHNA obligations. In 2023, the City did not have any new housing development applications submitted or approved on any of the housing inventory sites.
Program 3:
Public
Property
Collaborate with the development General
community on an annual basis, Fund and Development
including affordable housing Federal/S Department
Community Annually
Conversion to developers, to evaluate the viability of tate Housing
Program
developing City-owned land as
affordable housing.
grants
Status: The City has one surplus City-owned parcel that is only .16 acres and zoned for residential uses. The City has contacted non-profit affordable housing developers about the property. Based on discussions with developers, the site is not suitable for the development of housing, due to the small size of the site and it's access from El Toro Road, which is a primary arterial street.
For all project applications, identify General
need for replacement of affordable Fund/
housing units and ensure replacement, Replace
Community
Development
Department
Ongoing
Program 4:
Replacement
of Affordable
Units
if required. ment
costs to
be borne
by
develope
r of site
Status: In 2023, no sites containing affordable housing (within the preceding 5 years) were redeveloped. 46 Item: 10
160
Implementation Action Objective Funding Responsible Timing Source Party
Program 5:
Facilitate
Monitor the City’s existing affordable General Community Annual outreach to the development housing stock and support affordable Fund Development community; provide ongoing assistance to Department interested affordable housing developers.Affordable and housing developers in their efforts to Special Needs develop new affordable units in Lake
Housing Forest. Proactively encourage
Construction developers who are interesting in
developing in the City to consider sites
in areas of high TCAC (California Tax
Credit Allocation Committee)
opportunity with the goal of developing
565 new units in areas of high TCAC
opportunity (35% of the City's
quantified objective for new
development).
Status: In 2023, three affordable housing projects were under construction, as described below:
1. 2.
3. In 2008, the City entered into a Development Agreement (DA) regarding the Portola Center housing development. The agreement included an Affordable Housing Implementation Plan (AHIP). Per the AHIP, a 58-unit affordable senior housing mixed-use project obtained entitlements in 2016. This project is located in the TCAC Highest Resource Opportunity Area and construction was completed in 2023.
In 2020, the City entered into an affordable housing and loan agreement in 2020 with National Community Renaissance, which included a $3.7 million loan from the City's affordable housing developer in-lieu fees. The project is a 71-unit affordable project (very low income), that includes permanent supportive housing. The project is located in the TCAC Low Resource Opportunity Area and received a temporary certificate of occupancy at the end of 2023.
In 2020, the City entered into a DA, which included an AHIP for the new Meadows Housing Development. Per the AHIP, in 2021, C&C Development, an affordable housing developer, obtained entitlements for a 65-unit affordable senior apartment project. This project is located in the TCAC High Resource Opportunity Area and is currently under construction.
Per the implementation action, the City has a total of 123 affordable housing units constructed or under construction in the TCAC High/Highest Resource Opportunity Areas. In addition, the City has a dedicated Affordable Housing webpage that includes information about these projects, which include contact information for the developer. Planning staff frequently provides information about these affordable housing projects on the phone and at the public counter.
In addition, in 2023 the City awarded $1,832,703, from CDBG Grants and the Lake Forest Housing Authority's Low and Moderate Income Housing Asset Fund, to Families Forward, a non-profit organization. Families Forward is proposing to either purchase an at- 47 Item: 10
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Implementation Action Objective Funding Responsible
Source Party
Timing
risk affordable property to extend the affordability of the project or convert an existing residential property into an affordable housing project. Currently, Families Forward is looking for a Lake Forest residential property to purchase. Lastly, in 2023, the City released a Notice of Funding Availability (NOFA) for $3,350,000, from the City’s affordable housing in-lieu fees, to develop an affordable housing project in the City. In it anticipated that a developer will be awarded this funding in early 2024.
Program
Monitor
Implement
Changes
Federal
6: Comply with new transparency General Community
Development
Department
Update the City’s website with
consolidated zoning, development
standards, and fee information by
October 15, 2022. Annual monitoring and
reporting throughout the planning period
through the Housing Element Annual
Progress Report (APR).
and requirements for posting zoning,
development standards, and fees on
Fund
in the City’s website. Stay updated on
and changes in federal and state housing,
State Housing, planning, and zoning laws and
Planning, and participate in providing review and
Zoning Laws comments as appropriate
Status: The City website includes a planning website that includes .pdfs and links to all the City's zoning districts, planned communities, parking code, online zoning map, fees, submittal requirements, ADU resources, the adopted fee schedule for planning and applications. In 2023, the City has added shopping center planned sign programs, a link to the OC Housing Finance Trust Affordable ADU loan program, and new ADU FAQs. In 2023, the City continued to monitor federal and State legislation that could impact housing. This year the City adopted an ordinance with changes to the ADU regulations, consistent with new State housing laws.
Program 7: Ensure that the City’s Zoning Code is General Community Development
Department
Ongoing
Zoning Code consistent with State law and update
Amendments – the Zoning Code as needed to comply
Fund
Housing with future changes.
Constraints
Status: In 2022, the City approved ordinances related to new mixed-use zoning districts, multi-family residential objective design standards ordinance in accordance with SB 35 and SB 330 and reasonable accommodation in compliance with State and Federal fair housing and disability laws. In June of 2023, the Lake Forest City Council approved Ordinance 363 and Ordinance 364 which amended Lake Forest Municipal Code Titles 5 and 9 to address low barrier navigation centers, transitional and supportive housing, streamlined review for eligible projects, employee housing, emergency shelter parking, and residential care facilities in accordance with this Housing Element policy.
Program 8:
Accessory
Maintain an ADU Ordinance consistent General Community
Development
Department
Update the City’s current ADU ordinance
by June 30,2023 to comply with current
State Law. Survey ADU owners/builders
to determine affordability and update ADU
with State Law. Support the Fund
Dwelling Units development of accessory dwelling
48 Item: 10
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Implementation Action Objective Funding Responsible
Source Party
Timing
units in neighborhoods throughout the
City.
application to inquire about affordability
level: 2021-2022; identify and evaluate
potential incentives to encourage
production of affordable ADUs: 2022-
2023; and present findings to the City’s
Planning Commission and/or City
Council: 2023; implementation and
annual reporting throughout the RHNA
period through the Housing Element
Annual Progress Report: continuous.
Prepare and distribute bilingual ADU
factsheet by April of 2023. Invite all HOAs
and relevant civic organization to meet
annually to discuss the City’s ADU
ordinance and conduct at least four
proactive meetings with an HOA or
neighborhood organization in a high or
highest TCAC resource area. Encourage
a 50% increase over the average annual
production of ADUs from 2018-2020 (from
4 to 6 ADUs per year), with at least half
being affordable to lower income
households and half being located in
areas of high or highest opportunity.
Status: In 2023, the Lake Forest City Council approved Ordinance 361, which updates LFMC section 9.146.050 to comply with California Senate Bill 897 related to ADUs. The ordinance also amends section 9.146.050 to both increase clarity and ensure consistency with recently issued guidance from the California Department of Housing and Community Development (HCD) with respect to local implementation of State ADU laws (i.e., Government Code sections 65852.2 and 65852.22); and amends the definition of Accessory Dwelling Unit in section 9.04.030. The proposed amendments render LFMC sec. 9.146.050 consistent with recently enacted State law (SB 897). Additionally, this year, the City continued to provide an optional rental survey to applicants for ADU permits, but did not receive any completed surveys. Furthermore, the City is monitoring ADU production and affordability against the projections identified in the Housing Element. The projections over 8 years assume a total of 32 ADUs (8 very low, 14 low, 9 moderate, and 1 above moderate). This year, 9 low-income ADUs were completed, which is still on tract with the City's projections.
Additionally, the City's website has an ADU Resources page with the City's ADU guide and applications. In 2023, the website was 49 Item: 10
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Implementation Action Objective Funding Responsible
Source Party
Timing
updated to include a link to the OC Housing Finance Trust Affordable ADU loan program, and new ADU FAQs were added. In 2023, the City continued to monitor federal and State legislation that could impact housing.
Program 9:
Sites for
Homeless
Support non-profit organizations that
shelter the homeless (subject to
available funding and on a case-by- and State
CDBG
Funds
Community
Development
Department
Annual monitoring and reporting
throughout the planning period through
the Housing Element Annual Progress
Report (APR)Shelters/Home case basis). HEAP
fundsless
Prevention
and
Assistance
Services
Status: In FY 2022-2023, the City continued a contract with Mercy House, a non-profit social service provider specializing in assisting the homeless. Mercy House provided staff to conduct field outreach and case management work five days per week. Mercy House provided outreach and engagement services to chronic homeless with an Orange County Sheriff Homeless Liaison Officer's support - Mercy House was funded with non-HUD resources. In addition, the City provided funding for a Homeless Liaison Officer position through the law enforcement services contract with the Orange County Sheriff’s Department (OCSD). Lastly, in 2022, the City applied for HCD's Permanent Local Housing Allocation funds, to help fund the City's contract with Mercy House and the OCSD Homeless Liaison Officer. The City also used the funds to create a new City position of Community Outreach Specialist to assist individuals experiencing homelessness.
Program 10:
Transitional/S provide
upportive and transitional/supportive housing to
Support non-profit organizations that CDBG Community
Development
Department
Continue to evaluate requests on an
annual basis for allocation of CDBG
Funds to social service agencies to
benefit Lake Forest residents
affordable and
Affordable
Housing
individuals at risk for homelessness
(subject to available funding and on a
case-by-case basis). Preserve 202
existing affordable units including
transitional/supportive housing.
Status: In FY 2022-23, 3 non-profit organizations provided homeless prevention and assistance services using pass-through funding (FY 2020-21 CDBG, FY 2021-22 CDBG, and CDBG-CV) from the City. Families Forward (FF) provided supportive services to homeless families with children residing in interim or long-term affordable housing – 32 individuals were assisted during the reporting period. Family Assistance Ministries (FAM) provided food, rent, and utility assistance to lower-income households at risk of eviction and utility service shut-off. Program participants also benefitted from case management services. FAM assisted a total of 204 people.
South County Outreach’s (SCO) food bank program allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. SCO assisted a total of 202 people. 50 Item: 10
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Implementation Action Objective Funding Responsible Timing Source
CDBG
Funds
Party
Program 11:
Coordination
with Social
Service
Community
Development
Department
OngoingAnnual monitoring and reporting
throughout the planning period through
the Housing Element Annual Progress
Report (APR)Agencies
Status: In fiscal year 2022-2023, 9 non-profit social service agencies received pass-through CDBG funding from the City to provide support and assistance to low-moderate-income residents. In addition, one non-profit social service agency received direct funding from the City to support homeless outreach services.
Program 12:
California
Accessibility
Standards
Compliance
Program
General
Fund
Community
Development
Department
Ongoing implementation, updates to the
City’s website by February 15, 2022
Assure housing units accommodate
residents with disabilities.
Status: In 2023, the City continued to ensure that all construction projects comply with accessibility standards and provide technical assistance to the public. In addition the City's Building Division webpage includes a link the Division of State Architect's Website. In addition, this year City staff in the Community Development Department was provided with Americans with Disabilities Act (ADA) compliance training from a CASp accessibility specialist.
Program 13: General
Fund/
Planning
Grants
Community
Development
Department
Annual monitoring of relevant legislation;
annual outreach to the development
community; ongoing implementation
Density Bonus Continue to implement density
Implementatio bonuses consistent with State law.
n Program
Status: City staff and the City Attorney’s office regularly monitors changing legislation and perform regular updates to the zoning regulations accordingly. In 2023, the City did not receive any applications for multi-family housing, and therefore did not receive any density bonus requests. However, as part of the City's regular outreach to developers, the City provides information and answers questions about the density bonus provisions.
Program 14:
Rental
Assistance
The City will continue to contract the
Orange County Housing Authority to Housing
administer the Section Rental Choice
HUD Community
Development
Department
Ongoing implementation and annual
monitoring throughout the planning
period.8
Assistance Program and provide rental Vouchers
assistance to at least 190 very low-
income Lake Forest households. City
will support the Orange County
Housing Authority’s applications for
51 Item: 10
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Implementation Action Objective Funding Responsible
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Timing
additional Section 8 allocation. The
City will promote the Section 8
program to second unit owners by
publicizing this program and making
the information known to City and
County agencies and to housing
nonprofits; information will be available
in English and Spanish and shared via
social media and in hard copy at
community gathering
spots, such as the library, City Hall,
and other civic spaces. The City will
educate at least one multifamily
apartment manager annually about the
Section 8 program; education will be
targeted to areas with higher levels of
overpayment or TCAC areas of high or
higher opportunity.
Status: Residents continue to be assisted by the Housing Choice Voucher program, which is a HUD Sec. 8 program administered by the Orange County Housing Authority. During FY 2022-23, 170 Lake Forest renter households were assisted with a rental assistance voucher or certificate. In addition, the City website has a webpage dedicated to affordable housing, which includes a link to the OC Housing Authority Housing Voucher Program website. Last year, the City implemented the second Southwest Lake Forest neighborhood improvement project. The southwest neighborhoods were constructed in the 1960s-1970s and house a majority of the City's special needs populations. The goal of the project is to enhance the quality of life for all residents by addressing key concerns related to lighting, parking, noise, crime, property maintenance, street sweeping, and more. A door-to-door assessment was conducted and a community pop-up event was held where information was distributed regarding Lake Forest housing programs.
Specifically, the handout (in English and Spanish) includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. The City partners with the Fair Housing Council of Orange County to eliminate discriminatory housing practices in the community and further fair housing. Contact information for the Fair Housing Council of OC was provided on the flyer and is available on the City's website. Further, City staff promoted the resource flyer which includes rental assistance (Section 8/Housing Choice Voucher Program) resources to apartment managers, second unit owners, Homeowner Associations and other community members. This was accomplished in several ways including in-person meetings (Homeowner's Association Roundtable on 12/7/23 - distributed flyer) over the past year through publication of these programs in the flyer and made the information known to City and 52 Item: 10
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Implementation Action Objective Funding Responsible
Source Party
Timing
County agencies and to housing nonprofits. The informational flyer is available in English and Spanish and was shared via social media on the City's Facebook and Instagram pages as well as in hard copy in the Quarterly Leaflet (April 2023 and July 2023) and in the e-Newsletter (October 2023) and is readily available at community gathering spots, such as the library, City Hall, and other civic spaces.
Program 15: Work with property owners, interest HUD Community Ongoing implementation and annual monitoring and reporting throughout the
planning period through the Housing
Element Annual Progress Report (APR).
Within 60 days of notice of intent to
convert at-risk units to market rate rents,
the City will work with potential
Conservation groups and the State and federal Section 8 Development of Existing
Affordable
Units
governments to conserve the City’s Allocation
affordable housing stock.
Department
purchasers using HCD’s current list of
Qualified Entities
(http://www.hcd.ca.gov/hpd/hrc/tech/presr
v/), and educate tenants of their rights, in
collaboration with property owners.
Status: In 2023, a total of 256 units with affordable housing covenants existed in the City. Of these, 8 are designated “at risk.” The City actively monitors these units. Should a notice of intent to convert to market rate units be filed, the City will work with potential purchasers to preserve the units, and ensure that tenants were properly notified of their rights under California law. In addition, in 2023 the City awarded $1,832,703, from CDBG Grants and the Lake Forest Housing Authority's Low and Moderate Income Housing Asset Fund, to Families Forward, a non-profit organization. Families Forward is proposing to either purchase an at-risk affordable property to extend the affordability of the project or convert an existing residential property into an affordable housing project.
Currently, Families Forward is looking for a Lake Forest residential property to purchase.
Program 16:
Housing
Assist 10 lower-income homeowners
annually through the Housing
CDBG Community
Development
Department
Annual allocation of CDBG funds through
the CDBG Action Plan process, and
annual monitoring and reporting through
the City’s (HUD required) Consolidated
Annual Performance Evaluation Report
(CAPER) process throughout the
planning period.
Rehabilitation Rehabilitation Loan Program with at
Loan Program least half located in areas of moderate
TCAC opportunity (i.e., the Southwest
Lake Forest neighborhood).
Status: During FY 2022-23, 17 income-qualified homeowners were issued CDBG-funded loans to complete needed repairs and improvements to their home (e.g., roofing, plumbing, electrical, flooring, energy-efficient windows, etc.) via the City’s Housing Rehabilitation Loan Program. Total expenditure for this activity was $744,285. The City's website has a webpage dedicated to the 53 Item: 10
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Implementation Action Objective Funding Responsible
Source Party
Timing
Rehabilitation Loan Program and includes eligibility requirements, the loan application, and contact information. The loan program was featured in the City's Leaflet. Over 75% of the loans were in areas of low or moderate TCAC opportunity.
Program 17:
Code
Enforcement
and
Continue to seek voluntary compliance
for code-related issues and violations. General
Enforce the California Building Code
and target education regarding the
CDBG/ Community
Development
Department
Ongoing implementation and reporting
throughout the planning period through
the Housing Element Annual Progress
Report (APR).
Fund
Neighborhood City’s
Preservation housing rehabilitation loan and paint
programs to areas of the community
with higher proportions of low- and
moderate-income households which
may often
have code violations. Review code
enforcement trends on a quarterly
basis to identify any geographic
areas of the community that warrant
special support and focus future code
compliance education in those areas
as needed. Strive to increase the
number of proactive code enforcement
educational
interactions by 5% over the course of
the planning period.
Status: Last Year: Code Enforcement officers continued to enforce property maintenance provisions of the Municipal Code and to inform property owners of the City's housing rehabilitation loan and paint grant programs. The City's Strategic Business Plan and Budget included two specific programs for community preservation. In response to the 2023 Community Satisfaction Survey, the City’s Strategic Business Plan identifies the Property Maintenance Volunteer Program (SP#28, budget $10,000) and the Community Preservation Program (SP#30, budget $95,000). These programs are aimed at designing and launching volunteer efforts to provide landscaping and other basic maintenance services to assist low-income and other residents in need who may be unable to address code violations, deteriorated property, or neglected maintenance on their own accord. It is anticipated that this program will be in effect Summer 2024. In FY 2022-23, CDBG grant funding was allocated to Lake Forest homeowners via the Neighborhood Pride Paint Program ("Paint Program"), the Housing Rehabilitation Loan Program and through other CDBG programs. The Paint Program provides grants to qualifying low-moderate-income homeowners with a demonstrated need, for home painting. The program assists the City’s efforts to enhance the appearance of homes in the community and preserve property values. Information on the program 54 Item: 10
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Implementation Action Objective Funding Responsible
Source Party
Timing
is included in the Lake Forest Housing Programs flyer which was distributed at community events, including those in the Southwest Lake Forest area which is comprised of a majority of special needs population. Further publication includes the City's website which includes a webpage dedicated to the Neighborhood Pride Paint program and the Housing Rehabilitation Loan Program. These programs are also regularly featured in the City's Leaflet that is sent to all residents in the City and available on the City's website.
Program 18:
Energy
Improve energy-efficiency in new and General
existing development and promote Fund
Community
Development
Department
Ongoing implementation; review the
General Plan to determine if updates are
appropriate no later than December 1,
2022 and complete updates, if needed,
no later than December 1, 2023.
Conservation available programs and benefits to all
and Energy
Efficiency
City residents, especially lower-
income residents.
Opportunities
Status: In 2022, City staff reviewed the General Plan and determined that the Public Facility Element included at least 7 implementation actions related to energy conservation and energy efficiency that would apply to both existing and proposed housing.
As such, City Staff determined that the General Plan does not need to be amended related to this Housing Program. In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
Program 19:
Lead Based
Paint
Educate the community on issues
regarding lead-based paint hazards. Funding
Share two bilingual geotargeted social
Grant Community
Development
Department
Annual monitoring and reporting
throughout the planning period through
the Housing Element Annual Progress
Report (APR).Education and media posts annually to census Reduction
Program
tracts/neighborhoods with homes built
before 1978 with education and
resource information. Include a
discussion of the issue and resource
information in the City News section of
the Leaflet and Recreation Guide
(once annually), which is distributed
to all Lake Forest residents.
Status: The City's website (https://www.lakeforestca.gov/en/departments/economic-development/housing) has been updated to include information on lead paint education with links to .pdfs of the EPA's "Protect Your Family From Lead in Your Home" pamphlet in both English and Spanish. The second Neighborhood Improvement Project was implemented in a second southwest neighborhood. These residences were constructed in the 1960s-1970s and house a majority of the City's special needs populations.
The goal of the Project is to enhance the quality of life for all residents by addressing key concerns related to lighting, parking, noise, crime, property maintenance, street sweeping, and more. During the door-to-door survey and at a neighborhood pop-up event, 55 Item: 10
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Implementation Action Objective Funding Responsible
Source Party
Timing
information was distributed regarding Lake Forest housing programs in a special flyer (English and Spanish). Specifically, the flyer includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead- Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. The Lead-Based Paint Reduction Program outlines information that many homes built before 1978 have lead-based paint. Lead from paint, chip, and dust can pose serious health hazards. Additional resources and information for the Program was provided on the flyer and is available on the City's website. Further, City staff promoted the resource flyer to apartment managers, second unit owners, Homeowner Associations and other community members. This was accomplished in several ways including in-person meetings (Homeowner's Association Roundtable on 12/7/23 - distributed flyer) over the past year through publication of these programs in the flyer and made the information known to City and County agencies and to housing nonprofits. The informational flyer is available in English and Spanish and was shared via social media on the City's Facebook and Instagram pages as well as in hard copy in the Quarterly Leaflet (April 2023 and July 2023) and in the e-Newsletter (October 2023) and is readily available at community gathering spots, such as the library, City Hall, and other civic spaces.
Program 20:
Homebuyer
Assistance
Programs
Continue to promote the homebuyer Federal
assistance programs with a special Tax
focus on educating residents in areas Credits/
of the City with higher proportions of Mortgage
renters and lower-income residents Revenue
Community
Development
Department
Ongoing implementation and reporting
throughout the planning period through
the Housing Element Annual Progress
Report (APR).
through social media posts and posting
hard copy flyers at civic facilities; assist
five households annually (as funding is
available).
Bonds
Status: Homebuyer Assistance Program: The City coordinates with the County of Orange, which offers a homeownership program where participants may be able to use housing assistance subsidies for mortgage payments. The City's Lake Forest Housing Program flyer includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. Resources provided include the weblink for www.ochousing.org/special-housing-programs or phone number for the California Mortgage Relief Program Help Line at (888) 840-2594. Additional resources and information for the Program was provided on the flyer and is available on the City's website. Further, City staff promoted the resource flyer to apartment managers, second unit owners, Homeowner Associations and other community members. This was accomplished in several ways including in-person meetings (Homeowner's Association Roundtable on 12/7/23 - distributed flyer) over the past year through publication of these programs in the flyer and made the information known to City and County agencies and to housing nonprofits. The informational flyer is available in English and Spanish and was shared via social media on the City's Facebook and Instagram pages as well as in hard copy in the Quarterly Leaflet (April 2023 and July 2023) and in the e-Newsletter (October 2023) and is readily available at community gathering spots, such as the library, City Hall, and other civic spaces. 56 Item: 10
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Implementation Action Objective Funding Responsible Timing Source Party
Program 21:
Fair Housing
Services
Support fair housing service providers
and efforts to minimize discriminatory
housing practices.
CDBG Community
Development
Department
Annual allocation of funds to fair housing
service provider. Annual monitoring and
reporting throughout the planning period
through the Housing Element Annual
Progress Report (APR) and CDBG
CAPER.
Status: Fair Housing Program: The City partners with the Fair Housing Council of Orange County to eliminate discriminatory housing practices in the community and further fair housing. Any policy or practice that denies or negatively affects the provision of housing to a person of a protected class (minorities, elderly, and disabled) is an impediment to fair housing. The City’s website provides information about fair housing matters, including contact information for the Fair Housing Council of Orange County (FHCOC), which provided fair housing services to Lake Forest under contract. In Fiscal Year 2022-23, the City awarded FHCOC a $7,430 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. In FY 2022-23, FHCOC assisted 92 Lake Forest households and addressed 269 landlord-tenant issues. The City's Lake Forest Housing Program flyer includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. Additional resources and information for the Program was provided on the flyer and is available on the City's website. Further, City staff promoted the resource flyer to apartment managers, second unit owners, Homeowner Associations and other community members. This was accomplished in several ways including in-person meetings (Homeowner's Association Roundtable on 12/7/23 - distributed flyer) over the past year through publication of these programs in the flyer and made the information known to City and County agencies and to housing nonprofits. The informational flyer is available in English and Spanish and was shared via social media on the City's Facebook and Instagram pages as well as in hard copy in the Quarterly Leaflet (April 2023 and July 2023) and in the e-Newsletter (October 2023) and is readily available at community gathering spots, such as the library, City Hall, and other civic spaces.
Program 22:
Affirmatively
Facilitate equal and fair housing General
opportunities by implementing actions Fund
Community
Development
Department
Ongoing outreach and coordination,
beginning immediately; annual review of
fair housing educational information to
ensure that the most recent information
provided by the City’s fair housing service
provider is being disseminated; annual
presentations and media outreach.
Furthering Fair to affirmatively further fair housing and Housing
Program
opportunities for all persons regardless
of race, religion, sex, age, marital or
familial status, ancestry, national
origin, color, disability, or other
protected characteristics through
provision of information,
coordination, and education on fair
housing law and practices to residents,
landlords, and housing developers.
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Source Party
Timing
Status: In the past year, the City has implemented the following related to affirmatively furthering fair housing:
• The City maintains a “Fair Housing Matters” section on the City’s “Housing” webpage. The City has added flyers that the City created in partnership with the Fair Housing Council of Orange County. The flyer was also translated into Spanish this year.
The flyer provides information about discrimination, tenant rights, and includes contact information for the Fair Housing Council of Orange County.
•
•
•
The City awarded the Fair Housing Council of Orange County a $7,430 grant for counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing.
In Fiscal Year 2022-23, the City awarded FHCOC a $7,430 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. (Program 21) The City enhanced the ADU Resources web page with new ADU FAQs and an added link to the OC Housing Finance Trust Affordable ADU loan program.
•
•
The City continued the Housing Rehabilitation Loan Program (see Housing Program 16 for more details).
The City committed $50,000 of City budget to implement programs and improvements recommended by the City’s Neighborhood Improvement Task Force (NITF) for a neighborhood in southwest Lake Forest that was analyzed. Last year, the City implemented the second Southwest Lake Forest neighborhood improvement project. The southwest neighborhoods were constructed in the 1960s-1970s and house a majority of the City's special needs populations. The goal of the project is to enhance the quality of life for all residents by addressing key concerns related to lighting, parking, noise, crime, property maintenance, street sweeping, and more. A door-to-door assessment was conducted and a community pop-up event was held where information was distributed regarding Lake Forest housing programs. Specifically, the handout (in English and Spanish) includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. A report of "Key Recommendations" was assessed for the southwest neighborhood and the items are regularly addressed and updated by the NITF members. Furthermore, in response to the 2023 Community Satisfaction Survey, the City’s Strategic Business Plan identifies the Property Maintenance Volunteer Program (SP#28, budget $10,000) and the Community Preservation Program (SP#30, budget $95,000). These programs are aimed at designing and launching volunteer efforts to provide landscaping and other basic maintenance services to assist low-income and other residents in need who may be unable to address code violations, deteriorated property, or neglected maintenance on their own accord. A combined total of $105,000 has been allocated to these programs for the 2024-2025 Fiscal Year.
Program 23:
Economic
Conduct a Displacement Risk Analysis General Community
Development
Department
Conduct analysis by December 31, 2023
and begin to establish resulting programs
(if any) by December 31, 2024. Ongoing
implementation and reporting throughout
the planning period through the Housing
Element Annual Progress Report (APR).
Study to identify the local conditions Fund/
GrantDisplacement that lead to displacement and develop Risk Analysis and implement an action program Funding
based on the results; the action
program will include specific metrics
58 Item: 10
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Source Party
Timing
relevant to the local community based
on the results of the analysis. Identify
potential partners to participate in the
study that specialize in eviction related
topics related to displacement.
Annually monitor program
effectiveness.
Status: This housing program has not been initiated.
Program 24: Improve the Southwest Lake Forest General City Manager’s Identification of improvements to implement in 2022; implementation of
improvements from 2022-2023;
Neighborhood neighborhood through implementation
Improvement of the recommendations of the
Fund/
Grant
Department
Task Force Neighborhood Improvement Plan. Funding assessment of need for future neighborhood project by January 2023.
Status: In July 2021, the City initiated preparation of a Neighborhood Improvement Needs Assessment for a neighborhood in Southwest Lake Forest, the first neighborhood identified to receive the focused attention of the Neighborhood Improvement Task Force (NITF). In 2023, the City implemented the second Southwest Lake Forest neighborhood improvement project. The southwest neighborhoods were constructed in the 1960s-1970s and house a majority of the City's special needs populations. The goal of the project is to enhance the quality of life for all residents by addressing key concerns related to lighting, parking, noise, crime, property maintenance, street sweeping, and more. A door-to-door assessment was conducted and a community pop-up event was held where information was distributed regarding Lake Forest housing programs. As a result of the survey, a Key Assessment report was produced which identified specific issues and areas in need of improvement. In response, the City committed $50,000 as part of the City's two-year 2022-23 Operating Budget to implement programs and improvements serving this neighborhood. In 2023, the City initiated improvements to Cavanaugh Park (additional park lighting, removing and re-vegetation, initiating budget for park rehabilitation), distributed Code Enforcement Checklist/Promote Enhanced Property Maintenance and Compliance flyers, initiated a Crime Prevention Through Environmental Design (CPTED) assessment, addressed street parking issues on Gowdy, and initiated police services increased patrols at specific locations. Staff also provided information to residents about the permit parking process and bulky item pick-up options for the neighborhood. In response to the 2023 Community Satisfaction Survey, the City’s Strategic Business Plan identifies the Property Maintenance Volunteer Program (SP#28, budget $10,000) and the Community Preservation Program (SP#30, budget $95,000). These programs are aimed at designing and launching volunteer efforts to provide landscaping and other basic maintenance services to assist low-income and other residents in need who may be unable to address code violations, deteriorated property, or neglected maintenance on their own accord. It is anticipated that this program will be in effect Spring 2024.
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/19/2024
DEPARTMENT: Community Development
SUBJECT:
2023 ANNUAL HOUSING ELEMENT PROGRESS REPORT
RECOMMENDED ACTION(S):
Authorize staff to submit the 2023 Annual Housing Element Progress Report to the State Department of Housing and Community Development and the Governor's Office of Planning and Research.
EXECUTIVE SUMMARY:
State law requires the City to prepare an annual progress report (“APR”) on the status and implementation of the City’s General Plan Housing Element. The report must be considered at a public meeting and is required to be submitted to the State Department of Housing and Community Development (“HCD”) and the Governor’s Office of Planning and Research (“OPR”) before April 1st of each year. The form, which is provided by HCD, is an excel workbook file with 14 tables. For the City Council’s review and approval, staff attached a copy (.pdf) of the completed draft 2023 Annual Progress Report to this report (Attachment).
Staff recommends the City Council authorize staff to submit the 2023 Annual Housing Element Progress Report to HCD and OPR.
BACKGROUND:
The Housing Element is a section of the City’s General Plan that addresses housing needs and conditions within Lake Forest. It identifies goals, policies, and programs that the City uses to guide actions related to housing. Government Code Section 65400 requires all cities and counties to prepare an APR on the status and implementation of their housing elements. The report form is provided by HCD each year. The 2023 APR covers the period from January 1st to December 31st of 2023. The report must be considered at a public meeting and is required to be submitted to HCD and OPR before April 1st of each year. The City Council adopted the 2021-2029 (6th cycle) Housing Element originally on January 4, 2022. Based on comments from HCD, the 6th cycle Housing Element was updated and subsequently adopted by the City Council on August 16, 2022 Item: 11
174
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(first revision) and January 3, 2023 (second and final revision). HCD certified the 2021-2029 Housing Element on February 24, 2023.
DISCUSSION:
The 2023 APR form, which was provided by HCD, is an excel workbook file with 14 tables. For the City Council’s review, staff attached a copy of the completed draft 2023 Annual Progress Report tables to this report (Attachment). The following is a list of the 14 tables in the APR with a summary of the data provided by staff for each table:
Summary Table
The summary table is self-populated and provides a summary of some of the data in Table A2. The table documents that in 2023, the City issued building permits for 269 residential units, 362 units completed construction, all residential units were infill projects (as defined by HCD), no housing applications were deemed completed, no new residential units were entitled, and that no residential units were approved under the SB 35 streamlining provisions. SB 35 provisions would require the City to streamline the planning process for affordable housing projects that meet certain criteria documented in State law.
Table A: Housing Development Applications Submitted
In 2023, the City did not deem complete any housing development applications.
As such, Table A was left blank.
Table A2: Annual Building Activity Report Summary- New Construction, Entitled, Permits and Completed Units
This is the largest worksheet in the APR and includes 49 columns of information related to residential units that have been entitled, issued building permits, or completed construction in 2023. The table also includes information about the affordability of the units. In summary, the table indicates that in 2023, the City did not entitle any new residential units, issued building permits for 269 units, and 362 units completed construction. The housing units that were issued permits and/or completed construction included single-family detached units, affordable senior apartments, and accessory dwelling units (13 ADUs were permitted and 9 ADUs completed construction).
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Table B: Regional Housing Needs Allocation Progress Permitted Uses Issued by Affordability
Table B illustrates the City’s progress towards the Regional Housing Needs Assessment (“RHNA”) Allocation for Cycle 6. This table is locked by HCD and cannot be modified by staff. The table includes information from the City’s previous APRs and displays the number of units, by income level, permitted by the City each year of the Housing Element cycle (starting on June 30, 2021).
The table compares this data with the City’s Cycle 6 RHNA allocations. Table 1 in this report is a summary of the data in the worksheet:
Table C: Sites Identified or Rezoned to Accommodate Shortfall Housing Need
Table C only needs to be filled out if one or more of the following occurred:
•The City identified an unaccommodated need of sites from the previous planning period (Government Code section 65584.09);
•The City has a shortfall of sites as identified in the Housing Element (Government Code section 65583, subdivision (c)(1));
•The City is identifying additional sites required by No Net Loss law (Government Code section 65863).
None of these occurred, therefore, Table C was left blank.
Table D: Program Implementation Status pursuant to GC Section 655583 The City’s current Housing Element includes 24 specific Housing Programs that were adopted with the current 2021-2029 Housing Element (6th cycle). Table D includes each program and includes a brief description of the 2023 status of the implementation of each Program.
Table 1: Summary of Table B (RHNA Progress for Cycle 6) Income Level
RHNA
Allocation by
Income Level
Total Units
Permitted
(6/30/21-
12/31/2023)
Total Remaining
RHNA by Income
level
Very Low 956 86 870
Low 543 77 466
Moderate 559 4 555
Above Moderate 1,178 691 487
Total 3,236 858 2,378
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Table E: Commercial Development Bonus Approved pursuant to GC Section 65915.7
When a commercial developer that includes an affordable housing component has entered into an agreement for partnered housing (between the commercial developer and the housing developer) to contribute affordable housing through a joint project or two separate projects, the City is required to provide a commercial development bonus. Table E was left blank because the City did not receive any applications for such development and, therefore, has not approved any commercial development bonuses.
Table F: Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Table F is an optional table to report existing housing units that were converted to affordable units, or existing affordable units with expired covenants that were preserved as affordable units. Table F was left blank because the City did not have any existing units that were converted to affordable units nor any units with expiring covenants that were preserved as affordable units.
Table F2: Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code Section 65400.2
Table F2 is an optional table to report multifamily units that have been converted to deed restricted moderate income housing pursuant to Government Code Section 65400.2 to receive RHNA credit. Table F was left blank because the City did not convert any multifamily units to deed restricted moderate income housing.
Table G: Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Table G was left blank because the City’s current Housing Element Sites Inventory does not include any locally owned lands.
Table H: Locally Owned Surplus Sites
Table H includes the City’s only surplus site, which is a 0.16 acre site on El Toro Road, southwest of Jeronimo Road, (APN: 614-021-31).
Table J: Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915
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Table J reports density bonuses that were approved related to student housing, per new state laws. Table J was left blank because the City did not have any new student housing approved in the City.
Table K: Tenant Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance when the jurisdiction submits their annual progress report (Government Code 7061 (SB 649, 2022, Cortese)). Within the restrictions of state law, examples of local tenant preferences for affordable housing projects may be local residents that have been displaced or evicted, low-income residents that reside in the neighborhood, or low-income residents that live or work in the City. The City of Lake Forest does not have a local tenant preference policy, as noted in Table K.
LEAP Reporting Table
This table reports the status of projects that were included in the City’s Local Early Action Planning (“LEAP”) Grant application. The City was awarded $300,000 from the LEAP program to be used for the City’s Accessory Dwelling Unit (“ADU”) ordinances, the Mixed-Use Zoning Ordinance, and the Housing and Safety Element Updates. As documented in the table, in 2023, the City requested reimbursement of the entire $300,000 from the LEAP grant. In 2023, the State provided the reimbursement funds to the City.
Staff recommends that the City Council authorize staff to submit the Annual Housing Element Progress Report to HCD and OPR. The APR would be submitted electronically to both agencies.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
Draft 2023 Annual Housing Element Progress Report
Initiated By: Jennifer Mansur, AICP, Senior Planner
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
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Attachment 1
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Jurisdiction Lake Forest
Reporting Year 2023 (Jan. 1 - Dec. 31)
Housing Element Planning Period 6th Cycle 10/15/2021 - 10/15/2029 Building Permits Issued by Affordability Summary
Income Level Current Year
Deed Restricted 16
0Very Low
Low
Non-Deed
Restricted
Deed Restricted 48
13 0
Non-Deed
Restricted
Deed Restricted
Moderate Non-Deed
Restricted 0
Above Moderate 192
Total Units 269
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Units by Structure Type
Single-family Attached
Single-family Detached
2 to 4 units per structure
5+ units per structure
Entitled Permitted Completed
0 0
0 0
0 0
0 191
0 0
295
0 65
13 0
58 9Accessory Dwelling Unit
Mobile/Manufactured Home 0
Total 0 269 362
Infill Housing Developments and Infill Units Permitted
Indicated as Infill
# of Projects Units
205
0 269
0Not Indicated as Infill
Housing Applications Summary
Total Housing Applications Submitted: 0
0 0
0 Number of Proposed Units in All Applications Received:
Total Housing Units Approved:
Total Housing Units Disapproved:
Use of SB 35 Streamlining Provisions - Applications
Number of SB 35 Streamlining Applications
Number of SB 35 Streamlining Applications Approved
0 0
Item: 11
180
Units Constructed - SB 35 Streamlining Permits
Income
Very Low
Rental Ownership Total
Units
Units
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Low
Moderate
Above Moderate
Total
Streamlining Provisions Used - Permitted Units
SB 9 (2021) - Duplex in SF Zone
SB 9 (2021) - Residential Lot Split
AB 2011 (2022)
# of Projects
0 0
0 0
0 0
0 0
0 0
SB 6 (2022)
SB 35 (2017)
Ministerial and Discretionary Applications # of Applications Ministerial
Discretionary
0 0
0 0
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus Number of Units in Applications Submitted Requesting a Density Bonus Number of Projects Permitted with a Density Bonus
0 0
0 0Number of Units in Projects Permitted with a Density Bonus Housing Element Programs Implemented and Sites Rezoned
Programs Implemented
Count
0 0Sites Rezoned to Accommodate the RHNA
Item: 11
181
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note: "+" indicates an optional fieldJurisdiction Lake Forest 2023Reporting Year (Jan. 1 - Dec. 31) Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Table A
Housing Development Applications Submitted
Total
Approved
Units by
Project
7 Total
Disapproved
Units by
Project
8 Date
Application
Submitted
Density Bo
ApplicaProject Identifier
1 Unit Types Proposed Units - Affordability by Household Incomes Streamlining 92 3 4 5 6 10
Did the housing
development
application seek
incentives or
concessions
pursuant to
Please select
streamlining
provision/s the
application was
Date
Application
Submitted
(see
Tenure Very Low-
Income Non
Deed
Moderate-
Income
Non Deed
Restricted
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Very Low-
Income Deed
Restricted
Low-Income Low-Income Moderate- Above
Moderate-
Income
Total
APPROVED
Total
DISAPPROVEDLocal Jurisdiction
Tracking ID
Total PROPOSED
Units by ProjectPrior APN+ Current APN Street Address Project Name+ Deed Non Deed Income DeedR=Renter O=Owner Restricted Restricted Restricted Units by project Units by Project submitted pursuant to.Restrictedinstructions) Government Code
section 65915?
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0 0 0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Item: 11
182
Jurisdiction LakeForest ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Note:"+"indicates an optional field
Reporting Year
Planning Period
2023 (Jan.1 - Dec. 31) Cells ingrey containauto-calculationformulas 6thCycle 10/15/2021 - 10/15/2029
Table A 2
Annual Building Activity Report Summary
Unit Types
- New Construction, Entitled, Permits and Completed Units Housing with Financial Assistance Housing without Financial Term of Affordability Project Identifier
1 Affordability by Household Incomes
4 - Completed Entitlement Affordability by Household Incomes 7 - Building Permits Affordability by Household Incomes 10 - Certificates of Occupancy Streamlining
14 Infill
15 and/or Deed Restrictions Assistance or Deed
Restrictions or Deed Restriction Demolished/Destroyed Units 20 Density Bonus
22 Notes
252 3 5 6 8 9 11 12 13 16 17 18 19 21 23 24
N u m I n b c e r n t o i v f e
Concessions,
Waivers, or Other
Os t , h e rList the incentives,
concessions,
waivers, and
Certificates of #i o s f s u U e n d i t s
How manyof
Please select the
streamlining
provision the
project was
APPROVED
Assistance Programs Deed Restriction
for Each Development
For units affordable without
financial assistance or deed Term of Affordabilityor
restrictions, explain how the
Total DensityBonus Applied
Demolished/D to the Project (Percentage
L o c T a r l aJ
c
uk r i i n s g d i I c D t i o n (SFA,SFD,2toUnit Category Tenure VeryLow- Income Deed
Restricted
I n V c e o r m y e L o w N o - n Low- Income Low- Income Deed
Restricted Deed
Restricted
Non Deed
Restricted
Moderate-
Income Deed
Restricted
I n Mo
c
o d m e e r a
N
t e o - n Above
Moderate-
Income
Entitlement
Date Approved #
of Units issued VeryLow- I n V c e o r m y e L o w N o - n Low- Income Low- Income Income Deed
Restricted
Deed
Restricted
Non Deed
Restricted
Moderate-
Income Deed
Restricted
I n Mo
c
o d m e e r a
N
t e o - n Above
Moderate-
Income
Building Permits
Date Issued
#Building Permits Income Deedof Units Issued
VeryLow- I n V c e o r m y e L o w N o - n
Deed In
L
c
oo w m - e
In
L
c
oo w m - eM I o n d c e o r m a t e e -
Deed
Restricted Restricted Restricted
I n Mo
c
o d m e e r a
N
t e o - n Above
Moderate-
Income
Occupancyor other Certificates of the units were Infill Units? Y/N+
Type
(mayselect Deed Restriction Number of
localitydetermined the units (years) (if affordablein Demolished/Destroye Demolished or estroyed Units Increase in Total Allowable Destroyed
Units
modifications
Did the project receive
reduction or waiver of
a
Notes+Prior A P N+ Current APN Street Address Project Name+ R=Renter
O=Owner
Deed
Restricted
Entitlements Deed
Restricted
Deed
Restricted
Deed Non Deed Deed
Restricted
Occupancyor ExtremelyLow
other forms of
readiness
(mayselect multiple
see instructions)
- Owner or
Renter
Allowable Residential Gross the Project (Excluding (Excluding Parking parking standards? (Y/N) Units or Total Maximum Modifications Given to
Parking Waivers or Waivers or Parking
Modifications)
4,5+,ADU,MH) Restricted Restricted Income? multiple-
instructions)
see were affordable
(see instructions) perpetuity enter 1000)+ d Units
pursuant to. (may
select multiple) Floor Area)
Parking Reductions)
SummaryRow: Start Data EntryBelow
606-451-32
612-271-71
612-271-72
612-222-55
612-271-65
612-271-66
612-271-67
612-271-68
612-271-70
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612-228-19
612-229-01
612-229-02
612-229-03
612-229-04
612-271-64
612-226-42
612-222-29
612-222-33
612-222-27
612-222-28
612-222-30
612-222-31
612-222-32
612-222-34
612-222-75
612-222-76
612-229-49
612-228-20
612-229-50
612-228-21
612-229-51
612-228-22
612-225-10
612-225-11
612-225-12
612-225-13
612-225-16
612-225-14
612-225-15
612-226-38
612-226-39
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612-226-40
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612-226-46
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612-222-39
612-222-40
612-223-54
612-223-59
612-223-55
612-223-56
612-223-14
612-223-17
612-223-16
612-223-57
612-223-53
612-223-58
612-223-15
612-225-23
612-225-24
612-225-25
612-225-26
612-225-19
612-225-21
612-225-22
612-228-23
612-229-53
612-228-24
612-229-54
612-228-25
612-229-52
612-271-60
612-271-63
612-271-61
612-271-62
612-271-28
612-271-59
612-271-29
612-271-58
612-271-30
612-271-57
612-271-56
612-271-55
612-271-54
612-222-41
612-222-42
612-222-43
612-222-44
612-222-45
612-222-46
612-222-48
612-229-55
612-229-56
612-229-57
612-228-27
612-229-58
612-228-28
612-271-31
612-271-32
612-271-52
612-271-33
612-271-51
612-271-34
612-271-53
612-271-50
612-227-22
612-226-26
612-227-23
612-226-25
612-227-24
612-226-24
612-229-05
612-229-06
612-229-30
612-229-31
612-229-29
612-229-28
612-229-47
612-229-46
612-229-32
612-229-48
612-229-45
612-224-37
612-224-38
612-224-39
612-224-40
612-224-41
612-224-42
612-225-18
612-224-35
612-224-36
612-225-17
612-224-31
612-224-32
612-224-33
612-224-34
612-271-35
612-271-49
612-271-36
612-271-48
612-271-37
612-271-47
612-271-38
612-271-46
612-271-39
612-271-45
612-271-44
612-271-40
612-271-41
612-271-43
612-271-42
612-224-16
612-224-17
612-224-13
612-224-14
612-224-15
612-224-10
612-224-21
612-224-11
612-224-12
612-224-18
612-224-19
612-229-33
612-229-34
612-229-44
612-229-43
612-229-42
612-227-18
612-226-29
612-227-20
612-226-28
612-227-21
612-226-27
612-271-15
612-271-16
612-271-14
612-271-12
612-271-13
612-271-10
612-271-11
612-223-12
612-223-19
612-223-18
612-223-13
612-223-21
612-223-20
612-223-11
612-223-09
612-223-22
612-223-10
612-271-19
612-271-18
612-271-17
612-271-07
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612-271-09
612-226-32
612-226-31
612-227-17
612-226-30
612-227-11
612-227-14
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612-226-33
612-223-38
612-223-39
612-223-36
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612-223-35
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612-229-36
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612-229-39
612-227-34
612-227-33
612-227-32
612-227-31
612-227-30
612-227-29
612-221-09
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0 16 0 48 13 0 0 192 269
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0 0
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0 0
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1 1
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1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
65 32 0 25 9 0 0 296 362
58 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
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1 1
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1 1
1 1
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1 1
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1 1
0 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
0 0 0
931PORTOLA OAKSDR.
100LONGDEN
110LONGDEN
210HOLLISTON
151HOLLYLEAF
161HOLLYLEAF
171HOLLYLEAF
181HOLLYLEAF
201HOLLYLEAF
191HOLLYLEAF
251HUCKLEBERRY
261HUCKLEBERRY
271HUCKLEBERRY
281HUCKLEBERRY
291HUCKLEBERRY
141HOLLYLEAF
180WALWORTH
241HOLLISTON
281HOLLISTON
221HOLLISTON
231HOLLISTON
251HOLLISTON
261HOLLISTON
271HOLLISTON
291HOLLISTON
141AMBEROAK
171AMBEROAK
100HILL
101HILL
110HILL
111HILL
120HILL
121HILL
130PINLANE
190PINLANE
200PINLANE
210PINLANE
211PINLANE
220PINLANE
221PINLANE
140WALWORTH
150WALWORTH
151WALWORTH
160WALWORTH
161WALWORTH
170WALWORTH
171WALWORTH
100WALWORTH
101WALWORTH
110WALWORTH
111WALWORTH
120WALWORTH
130WALWORTH
311HOLLISTON
321HOLLISTON
331HOLLISTON
341HOLLISTON
351HOLLISTON
181BRACKENS
201BRACKENS
211BRACKENS
221BRACKENS
200BRACKENS
210BRACKENS
220BRACKENS
161BRACKENS
171BRACKENS
191BRACKENS
230BRACKENS
121PINLANE
131PINLANE
141PINLANE
151PINLANE
161PINLANE
181PINLANE
191PINLANE
131HILL
140HILL
141HILL
150HILL
151HILL
130HILL
101HOLLYLEAF
131HOLLYLEAF
111HOLLYLEAF
121HOLLYLEAF
200BURWOOD
201BURWOOD
210BURWOOD
211BURWOOD
220BURWOOD
221BURWOOD
231BURWOOD
241BURWOOD
251BURWOOD
100AMBEROAK
110AMBEROAK
120AMBEROAK
130AMBEROAK
140AMBEROAK
150AMBEROAK
170AMBEROAK
160HILL
PortolaCenter RESB-03-16-18895 5+
RESB-06-21-47526 S F D
RESB-06-21-47535 S F D
RESB-01-22-52177 S F D
RESB-11-21-50734 S F D
RESB-11-21-50711 S F D
RESB-06-21-47549 S F D
RESB-06-21-47529 S F D
RESB-06-21-47530 S F D
RESB-11-21-50737 S F D
RESB-12-21-51022 S F D
RESB-12-21-51019 S F D
RESB-12-21-51025 S F D
RESB-12-21-51021 S F D
RESB-12-21-51018 S F D
RESB-11-21-50716 S F D
RESB-01-22-51965 S F D
RESB-03-22-53199 S F D
RESB-03-22-53200 S F D
RESB-03-22-53197 S F D
RESB-03-22-53193 S F D
RESB-03-22-53195 S F D
RESB-03-22-53198 S F D
RESB-03-22-53194 S F D
RESB-03-22-53196 S F D
RESB-03-22-53337 S F D
RESB-03-22-53334 S F D
RESB-04-22-53440 S F D
RESB-04-22-53433 S F D
RESB-04-22-53434 S F D
RESB-04-22-53439 S F D
RESB-04-22-53441 S F D
RESB-04-22-53438 S F D
RESB-04-22-53448 S F D
RESB-04-22-53444 S F D
RESB-04-22-53446 S F D
RESB-04-22-53449 S F D
RESB-04-22-53445 S F D
RESB-04-22-53447 S F D
RESB-04-22-53450 S F D
RESB-04-22-53582 S F D
RESB-04-22-53577 S F D
RESB-04-22-53578 S F D
RESB-04-22-53579 S F D
RESB-04-22-53583 S F D
RESB-04-22-53581 S F D
RESB-04-22-53580 S F D
RESB-04-22-53586 S F D
RESB-04-22-53589 S F D
RESB-04-22-53584 S F D
RESB-04-22-53587 S F D
RESB-04-22-53588 S F D
RESB-04-22-53585 S F D
RESB-04-22-53847 S F D
RESB-04-22-53852 S F D
RESB-04-22-53848 S F D
RESB-04-22-53851 S F D
RESB-04-22-53849 S F D
RESB-04-22-53899 S F D
RESB-04-22-53869 S F D
RESB-04-22-53863 S F D
RESB-04-22-53898 S F D
RESB-04-22-53867 S F D
RESB-04-22-53897 S F D
RESB-04-22-53862 S F D
RESB-04-22-53868 S F D
RESB-04-22-53864 S F D
RESB-04-22-53866 S F D
RESB-04-22-53865 S F D
RESB-05-22-53997 S F D
RESB-05-22-53994 S F D
RESB-05-22-53996 S F D
RESB-05-22-54003 S F D
RESB-05-22-53999 S F D
RESB-05-22-53998 S F D
RESB-05-22-54004 S F D
RESB-05-22-54092 S F D
RESB-05-22-54093 S F D
RESB-05-22-54096 S F D
RESB-05-22-54097 S F D
RESB-05-22-54094 S F D
RESB-05-22-54095 S F D
RESB-11-21-50718 S F D
RESB-11-21-50709 S F D
RESB-11-21-50707 S F D
RESB-11-21-50733 S F D
RESB-12-21-51028 S F D
RESB-12-21-51032 S F D
RESB-12-21-51030 S F D
RESB-12-21-51031 S F D
RESB-12-21-51029 S F D
RESB-12-21-51035 S F D
RESB-12-21-51033 S F D
RESB-12-21-51352 S F D
RESB-12-21-51034 S F D
RESB-07-22-55372 S F D
RESB-07-22-55355 S F D
RESB-07-22-55374 S F D
RESB-07-22-55367 S F D
RESB-07-22-55373 S F D
RESB-07-22-55366 S F D
RESB-07-22-55370 S F D
RESB-07-22-55448 S F D
RESB-07-22-55451 S F D
RESB-07-22-55449 S F D
RESB-07-22-55450 S F D
RESB-07-22-55452 S F D
RESB-07-22-55447 S F D
RESB-05-22-54278 S F D
RESB-05-22-54276 S F D
RESB-05-22-54283 S F D
RESB-05-22-54275 S F D
RESB-05-22-54282 S F D
RESB-05-22-54279 S F D
RESB-05-22-54280 S F D
RESB-05-22-54281 S F D
RESB-07-22-55507 S F D
RESB-07-22-55503 S F D
RESB-07-22-55500 S F D
RESB-07-22-55504 S F D
RESB-07-22-55505 S F D
RESB-07-22-55506 S F D
RESB-08-22-55915 S F D
RESB-08-22-55910 S F D
RESB-08-22-55912 S F D
RESB-08-22-55916 S F D
RESB-08-22-55907 S F D
RESB-08-22-55917 S F D
RESB-08-22-55919 S F D
RESB-08-22-55908 S F D
RESB-08-22-55909 S F D
RESB-08-22-55911 S F D
RESB-08-22-55918 S F D
RESB-08-22-55872 S F D
RESB-08-22-55876 S F D
RESB-08-22-55873 S F D
RESB-08-22-55871 S F D
RESB-08-22-55874 S F D
RESB-08-22-55875 S F D
RESB-08-22-56113 S F D
RESB-08-22-56112 S F D
RESB-08-22-56115 S F D
RESB-08-22-56108 S F D
RESB-08-22-56109 S F D
RESB-08-22-56114 S F D
RESB-08-22-56111 S F D
RESB-08-22-56110 S F D
RESB-08-22-56218 S F D
RESB-08-22-56222 S F D
RESB-08-22-56215 S F D
RESB-08-22-56220 S F D
RESB-08-22-56217 S F D
RESB-08-22-56223 S F D
RESB-08-22-56219 S F D
RESB-08-22-56221 S F D
RESB-09-22-56646 S F D
RESB-09-22-56652 S F D
RESB-09-22-56650 S F D
RESB-09-22-56648 S F D
RESB-09-22-56651 S F D
RESB-09-22-56649 S F D
RESB-09-22-56647 S F D
RESB-09-22-56737 S F D
RESB-09-22-56734 S F D
RESB-09-22-56739 S F D
RESB-09-22-56735 S F D
RESB-09-22-56740 S F D
RESB-09-22-56781 S F D
RESB-09-22-56784 S F D
RESB-09-22-56783 S F D
RESB-09-22-56782 S F D
RESB-09-22-56738 S F D
RESB-09-22-56736 S F D
RESB-10-22-56990 S F D
RESB-10-22-56988 S F D
RESB-10-22-56989 S F D
RESB-10-22-56991 S F D
RESB-10-22-56987 S F D
RESB-10-22-57274 S F D
RESB-10-22-57275 S F D
RESB-10-22-57280 S F D
RESB-10-22-57276 S F D
RESB-10-22-57277 S F D
RESB-10-22-57279 S F D
RESB-10-22-57281 S F D
RESB-10-22-57283 S F D
RESB-10-22-57286 S F D
RESB-10-22-57284 S F D
RESB-10-22-57288 S F D
RESB-10-22-57282 S F D
RESB-10-22-57287 S F D
RESB-11-22-57589 S F D
RESB-11-22-57594 S F D
RESB-11-22-57586 S F D
RESB-11-22-57592 S F D
RESB-11-22-57595 S F D
RESB-11-22-57585 S F D
RESB-11-22-57593 S F D
RESB-11-22-57588 S F D
RESB-11-22-57596 S F D
RESB-11-22-57590 S F D
RESB-11-22-57697 S F D
RESB-11-22-57700 S F D
RESB-11-22-57696 S F D
RESB-11-22-57694 S F D
RESB-11-22-57698 S F D
RESB-11-22-57699 S F D
RESB-12-22-58258 S F D
RESB-12-22-58261 S F D
RESB-12-22-58259 S F D
RESB-12-22-58264 S F D
RESB-12-22-58257 S F D
RESB-12-22-58260 S F D
RESB-12-22-58262 S F D
RESB-12-22-58263 S F D
RESB-12-22-58327 S F D
RESB-12-22-58074 S F D
RESB-12-22-58324 S F D
RESB-12-22-58082 S F D
RESB-12-22-58326 S F D
RESB-12-22-58077 S F D
RESB-12-22-58080 S F D
RESB-12-22-58330 S F D
RESB-12-22-58079 S F D
RESB-12-22-58328 S F D
RESB-12-22-58075 S F D
RESB-12-22-58323 S F D
RESB-12-22-58081 S F D
RESB-12-22-58325 S F D
RESB-12-22-58076 S F D
RESB-12-22-58329 S F D
RESB-11-22-57706 S F D
RESB-11-22-57711 S F D
RESB-11-22-57704 S F D
RESB-11-22-57708 S F D
RESB-11-22-57707 S F D
RESB-11-22-57712 S F D
RESB-11-22-57705 S F D
RESB-11-22-57709 S F D
RESB-01-23-58661 S F D
RESB-01-23-58659 S F D
RESB-01-23-58658 S F D
RESB-01-23-58660 S F D
RESB-01-23-58657 S F D
RESB-01-23-58654 S F D
RESB-01-23-58655 S F D
RESB-01-23-58656 S F D
RESB-01-23-58653 S F D
RESB-02-23-58909 S F D
RESB-02-23-58911 S F D
RESB-02-23-58906 S F D
RESB-02-23-58908 S F D
RESB-02-23-58907 S F D
RESB-02-23-58910 S F D
RESB-09-22-56754 5+
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32 25 1
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L I H T C Other 55 0
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Development Agreement
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1/11/2023
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4/20/2023
4/20/2023
4/20/2023
4/20/2023
4/20/2023
4/20/2023
5/10/2023
5/10/2023
5/10/2023
5/10/2023
5/10/2023
5/10/2023
2/16/2023
2/16/2023
2/17/2023
2/17/2023
2/17/2023
7/17/2023
7/17/2023
7/17/2023
7/17/2023
7/18/2023
7/18/2023
7/18/2023
7/19/2023
7/19/2023
7/19/2023
7/19/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
3/21/2023
3/21/2023
3/21/2023
3/21/2023
3/21/2023
3/24/2023
3/23/2023
3/23/2023
3/24/2023
3/24/2023
4/18/2023
4/19/2023
4/21/2023
4/21/2023
4/21/2023
4/21/2023
5/9/2023
5/9/2023
5/9/2023
4/18/2023
4/20/2023
4/20/2023
4/20/2023
4/20/2023
4/20/2023
4/20/2023
3/20/2023
3/20/2023
3/20/2023
3/20/2023
3/20/2023
3/20/2023
5/30/2023
5/30/2023
5/30/2023
6/5/2023
170HILL
180HILL
181HILL
190HILL
191HILL
260BURWOOD
270BURWOOD
271BURWOOD
280BURWOOD
281BURWOOD
290BURWOOD
261BURWOOD
291BURWOOD
170MULBERRY
171MULBERRY
180MULBERRY
181MULBERRY
190MULBERRY
191MULBERRY
301HUCKLEBERRY
311HUCKLEBERRY
120BUCKEYE
130BUCKEYE
300HUCKLEBERRY
310HUCKLEBERRY
111BUCKEYE
121BUCKEYE
140BUCKEYE
101BUCKEYE
131BUCKEYE
160TIVOLILANE
170TIVOLILANE
180TIVOLILANE
190TIVOLILANE
200TIVOLILANE
210TIVOLILANE
101TIVOLILANE
140TIVOLILANE
150TIVOLILANE
151TIVOLILANE
100TIVOLILANE
110TIVOLILANE
120TIVOLILANE
130TIVOLILANE
300BURWOOD
301BURWOOD
310BURWOOD
311BURWOOD
320BURWOOD
321BURWOOD
330BURWOOD
331BURWOOD
340BURWOOD
341BURWOOD
351BURWOOD
350BURWOOD
360BURWOOD
361BURWOOD
371BURWOOD
321NEWTON
6/5/2023
6/5/2023
6/7/2023
6/12/2023
7/18/2023
7/18/2023
7/18/2023
7/18/2023
7/18/2023
7/18/2023
5/31/2023
5/31/2023
6/1/2023
6/1/2023
6/1/2023
6/1/2023
6/2/2023
6/2/2023
6/2/2023
6/5/2023
6/5/2023
6/15/2023
6/15/2023
6/15/2023
6/15/2023
6/15/2023
6/15/2023
7/21/2023
7/21/2023
7/21/2023
7/21/2023
7/24/2023
7/24/2023
7/24/2023
7/24/2023
7/5/2023
7/5/2023
7/6/2023
7/6/2023
7/13/2023
7/13/2023
7/14/2023
7/14/2023
8/9/2023
8/9/2023
8/9/2023
8/10/2023
8/14/2023
8/14/2023
8/14/2023
8/22/2023
8/22/2023
8/23/2023
8/23/2023
8/23/2023
8/28/2023
8/28/2023
8/28/2023
8/28/2023
10/16/2023
10/16/2023
6/6/2023
331NEWTON
291NEWTON
301NEWTON
311NEWTON
231NEWTON
270NEWTON
271NEWTON
281NEWTON
341NEWTON
351NEWTON
150BUCKEYE
160BUCKEYE
141BUCKEYE
151BUCKEYE
161BUCKEYE
140MULBERRY
141MULBERRY
150MULBERRY
151MULBERRY
160MULBERRY
161MULBERRY
251LONGDEN
241LONGDEN
261LONGDEN
260LONGDEN
270LONGDEN
240LONGDEN
250LONGDEN
160BRACKENS
170BRACKENS
180BRACKENS
190BRACKENS
130BRACKENS
140BRACKENS
150BRACKENS
100BRACKENS
110BRACKENS
120BRACKENS
211LONGDEN
221LONGDEN
231LONGDEN
210LONGDEN
220LONGDEN
230LONGDEN
111MULBERRY
121MULBERRY
130MULBERRY
131MULBERRY
100MULBERRY
110MULBERRY
120MULBERRY
101MULBERRY
250BRACKENS
260BRACKENS
270BRACKENS
271BRACKENS
241BRACKENS
251BRACKENS
240BRACKENS
261BRACKENS
280BRACKENS
290BRACKENS
300BRACKENS
310BRACKENS
281BRACKENS
311BRACKENS
291BRACKENS
301BRACKENS
281FREMONT
291FREMONT
301FREMONT
311FREMONT
241FREMONT
251FREMONT
261FREMONT
271FREMONT
230NEWTON
6/6/2023
6/7/2023
6/7/2023
6/7/2023
7/19/2023
7/19/2023
7/19/2023
7/19/2023
7/19/2023
7/19/2023
9/13/2023
9/14/2023
9/14/2023
9/15/2023
9/15/2023
9/18/2023
9/18/2023
8/7/2023
8/7/2023
8/7/2023
8/7/2023
8/9/2023
8/9/2023
8/9/2023
8/10/2023
8/10/2023
8/10/2023
10/12/2023
10/12/2023
10/12/2023
10/13/2023
10/13/2023
10/13/2023
9/21/2023
9/21/2023
9/21/2023
9/21/2023
9/25/2023
9/25/2023
9/25/2023
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1/13/2023
1/13/2023
1/13/2023
1/13/2023
1/13/2023
1/13/2023
1/13/2023
1/13/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
1/18/2023
2/8/2023
2/8/2023
2/8/2023
2/8/2023
2/8/2023
2/8/2023
2/8/2023
2/8/2023
2/10/2023
2/10/2023
2/10/2023
2/10/2023
2/14/2023
2/14/2023
2/14/2023
2/14/2023
2/14/2023
2/28/2023
2/28/2023
2/28/2023
2/28/2023
2/28/2023
2/28/2023
3/1/2023
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 8/30/2023
8/30/2023
8/30/2023
8/30/2023
8/31/2023
8/31/2023
9/5/2023
9/6/2023
9/15/2023
9/15/2023
9/15/2023
9/15/2023
9/19/2023
9/19/2023
9/21/2023
9/21/2023
10/31/2023
10/31/2023
10/31/2023
10/31/2023
11/2/2023
11/2/2023
11/2/2023
11/2/2023
10/20/2023
10/20/2023
10/20/2023
10/27/2023
7/21/2023
7/21/2023
7/24/2023
7/24/2023
7/24/2023
11/9/2023
11/9/2023
11/9/2023
11/9/2023
11/9/2023
11/9/2023
240NEWTON
260NEWTON
250NEWTON
170BUCKEYE
180BUCKEYE
171BUCKEYE
181BUCKEYE
191BUCKEYE
420RIVERBEND
430RIVERBEND
440RIVERBEND
450RIVERBEND
460RIVERBEND
470RIVERBEND
101LOPALA 16 48 0 L H T F , L I H T C Other 55 Development Agreement Item: 11
183
Housing with Financial Assistance Housing without Financial Term of Affordability Project Identifier
1 Unit Types Affordability by Household Incomes
4 - Completed Entitlement Affordability by Household Incomes 7 - Building Permits Affordability by Household Incomes 10 - Certificates of Occupancy Streamlining
14 Infill
15 and/or Deed Restrictions Assistance or Deed
Restrictions or Deed Restriction Demolished/Destroyed Units 20 Density Bonus
22 Notes
252 3 5 6 8 9 11 12 13 16 17 18 19 21 23 24
N u m I n b c e r n t o i v f e
Concessions,
Waivers, or Other
Os t , h e rList the incentives,
concessions,
waivers, and
Certificates of #i o s f s u U e n d i t s
How manyof
Please select the
streamlining
provision the
project was
APPROVED
Assistance Programs Deed Restriction
for Each Development
For units affordable without
financial assistance or deed Term of Affordabilityor
restrictions, explain how the
Total DensityBonus Applied
Demolished/D to the Project (Percentage
L o c T a r l aJ
c
uk r i i n s g d i I c D t i o n (SFA,SFD,2toUnit Category Tenure VeryLow- Income Deed
Restricted
I n V c e o r m y e L o w N o - n Low- Income Low- Income Deed
Restricted Deed
Restricted
Non Deed
Restricted
Moderate-
Income Deed
Restricted
I n Mo
c
o d m e e r a
N
t e o - n Above
Moderate-
Income
Entitlement
Date Approved #
of Units issued VeryLow- I n V c e o r m y e L o w N o - n Low- Income Low- Income Income Deed
Restricted
Deed
Restricted
Non Deed
Restricted
Moderate-
Income Deed
Restricted
I n Mo
c
o d m e e r a
N
t e o - n Above
Moderate-
Income
Building Permits
Date Issued
#Building Permits Income Deedof Units Issued
VeryLow- I n V c e o r m y e L o w N o - n
Deed In
L
c
oo w m - e
In
L
c
oo w m - eM I o n d c e o r m a t e e -
Deed
Restricted Restricted Restricted
I n Mo
c
o d m e e r a
N
t e o - n Above
Moderate-
Income
Occupancyor other Certificates of the units were Infill Units? Y/N+
Type
(mayselect Deed Restriction Number of
localitydetermined the units (years) (if affordablein Demolished/Destroye Demolished or estroyed Units Increase in Total Allowable Destroyed
Units
modifications
Did the project receive
reduction or waiver of
a
Notes+Prior A P N+ Current APN Street Address Project Name+ R=Renter
O=Owner
Deed
Restricted
Entitlements Deed
Restricted
Deed
Restricted
Deed Non Deed Deed
Restricted
Occupancyor ExtremelyLow
other forms of
readiness
(mayselect multiple
see instructions)
- Owner or
Renter
Allowable Residential Gross the Project (Excluding (Excluding Parking parking standards? (Y/N) Units or Total Maximum Modifications Given to
Parking Waivers or Waivers or Parking
Modifications)
4,5+,ADU,MH) Restricted Restricted Income? multiple- see instructions)
were affordable
(see instructions) perpetuity enter 1000)+ d Units
pursuant to. (may
select multiple) Floor Area)
Parking Reductions)
612-228-39
612-229-60
612-229-59
612-229-61
612-228-40
612-229-72
612-229-71
612-229-70
612-224-28
612-224-07
612-224-27
612-224-08
612-224-26
612-224-09
612-271-04
612-271-05
612-271-06
612-271-22
612-271-20
612-223-33
612-223-42
612-223-43
612-223-32
612-223-31
612-223-44
612-271-21
612-229-62
612-229-63
612-229-38
612-229-69
612-229-68
612-224-06
612-224-05
612-224-04
612-224-03
612-224-29
612-224-02
612-224-30
612-224-01
612-271-01
612-271-02
612-271-03
612-271-24
612-271-23
612-227-41
612-227-12
612-227-40
612-227-13
612-227-39
612-227-38
612-227-16
612-227-37
612-227-19
612-227-36
612-227-35
612-225-27
612-225-28
612-225-29
612-225-30
612-225-07
612-225-08
612-225-09
612-227-46
612-227-45
612-227-44
612-227-43
612-227-42
612-229-64
612-229-37
612-229-65
612-229-21
612-229-67
612-229-66
612-229-15
612-229-16
612-229-17
612-229-18
612-229-19
612-229-20
612-225-01
612-225-02
612-225-03
612-271-27
612-271-26
612-271-25
612-271-74
612-271-75
612-226-64
612-227-10
612-227-09
612-227-08
612-227-07
612-227-06
612-229-24
612-229-13
612-229-23
612-229-14
612-229-22
612-227-03
612-226-65
612-227-01
612-227-02
612-227-04
612-227-05
612-223-26
612-223-27
612-229-10
612-229-26
612-229-11
612-229-25
612-229-12
612-227-52
612-227-51
612-227-50
612-227-49
612-227-48
612-227-47
612-229-07
612-229-08
612-229-09
612-229-27
612-226-61
612-226-62
612-226-63
612-226-68
612-226-67
612-226-66
612-228-35
612-228-36
612-228-37
612-228-38
612-228-43
612-228-42
612-228-41
612-226-58
612-226-59
612-226-60
612-226-71
612-226-70
612-226-69
612-226-52
612-226-01
612-226-02
612-226-03
130ROYAL
150ROYAL
140ROYAL
160ROYAL
131SWEETJUNIPER
141SWEETJUNIPER
151SWEETJUNIPER
161SWEETJUNIPER
200NEWTON
201NEWTON
210NEWTON
211NEWTON
220NEWTON
221NEWTON
180LONGDEN
190LONGDEN
200LONGDEN
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
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TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
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TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
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TheMeadow
TheMeadow
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TheMeadow
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TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
TheMeadow
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TheMeadow
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RESB-02-23-58902 S F D
RESB-02-23-58904 S F D
RESB-02-23-58898 S F D
RESB-02-23-58901 S F D
RESB-02-23-58900 S F D
RESB-02-23-58903 S F D
RESB-02-23-58899 S F D
RESB-02-23-58905 S F D
RESB-02-23-59094 S F D
RESB-02-23-59089 S F D
RESB-02-23-59090 S F D
RESB-02-23-59091 S F D
RESB-02-23-59092 S F D
RESB-02-23-59093 S F D
RESB-03-23-59338 S F D
RESB-03-23-59335 S F D
RESB-03-23-59337 S F D
RESB-03-23-59333 S F D
RESB-03-23-59334 S F D
RESB-03-23-59357 S F D
RESB-03-23-59370 S F D
RESB-03-23-59356 S F D
RESB-03-23-59367 S F D
RESB-03-23-59358 S F D
RESB-03-23-59371 S F D
RESB-03-23-59336 S F D
RESB-03-23-59474 S F D
RESB-03-23-59476 S F D
RESB-03-23-59473 S F D
RESB-03-23-59475 S F D
RESB-03-23-59472 S F D
RESB-03-23-59392 S F D
RESB-03-23-59395 S F D
RESB-03-23-59391 S F D
RESB-03-23-59394 S F D
RESB-03-23-59393 S F D
RESB-03-23-59396 S F D
RESB-03-23-59397 S F D
RESB-03-23-59390 S F D
RESB-03-23-59343 S F D
RESB-03-23-59339 S F D
RESB-03-23-59341 S F D
RESB-03-23-59340 S F D
RESB-03-23-59342 S F D
RESB-02-23-59179 S F D
RESB-02-23-59175 S F D
RESB-02-23-59174 S F D
RESB-02-23-59171 S F D
RESB-02-23-59170 S F D
RESB-02-23-59178 S F D
RESB-02-23-59176 S F D
RESB-02-23-59172 S F D
RESB-02-23-59173 S F D
RESB-02-23-59169 S F D
RESB-02-23-59177 S F D
RESB-03-23-59533 S F D
RESB-03-23-59529 S F D
RESB-03-23-59532 S F D
RESB-03-23-59536 S F D
RESB-03-23-59528 S F D
RESB-03-23-59535 S F D
RESB-03-23-59531 S F D
RESB-05-23-60116 S F D
RESB-05-23-60117 S F D
RESB-05-23-60115 S F D
RESB-05-23-60118 S F D
RESB-05-23-60113 S F D
RESB-05-23-60263 S F D
RESB-05-23-60264 S F D
RESB-05-23-60253 S F D
RESB-05-23-60262 S F D
RESB-05-23-60265 S F D
RESB-05-23-60260 S F D
RESB-06-23-60579 S F D
RESB-06-23-60581 S F D
RESB-06-23-60583 S F D
RESB-06-23-60580 S F D
RESB-06-23-60578 S F D
RESB-06-23-60582 S F D
RESB-05-23-60111 S F D
RESB-05-23-60107 S F D
RESB-05-23-60106 S F D
RESB-03-23-59540 S F D
RESB-03-23-59538 S F D
RESB-03-23-59541 S F D
RESB-03-23-59539 S F D
RESB-03-23-59537 S F D
RESB-06-23-60616 S F D
RESB-06-23-60645 S F D
RESB-06-23-60636 S F D
RESB-06-23-60646 S F D
RESB-06-23-60617 S F D
RESB-06-23-60644 S F D
RESB-08-23-61229 S F D
RESB-08-23-61230 S F D
RESB-08-23-61227 S F D
RESB-08-23-61228 S F D
RESB-08-23-61226 S F D
RESB-08-23-61220 S F D
RESB-08-23-61217 S F D
RESB-08-23-61221 S F D
RESB-08-23-61218 S F D
RESB-08-23-61216 S F D
RESB-08-23-61219 S F D
RESB-08-23-61318 S F D
RESB-08-23-61322 S F D
RESB-08-23-61328 S F D
RESB-08-23-61325 S F D
RESB-08-23-61330 S F D
RESB-08-23-61327 S F D
RESB-08-23-61326 S F D
RESB-08-23-61373 S F D
RESB-08-23-61371 S F D
RESB-08-23-61374 S F D
RESB-08-23-61370 S F D
RESB-08-23-61372 S F D
RESB-08-23-61369 S F D
RESB-08-23-61366 S F D
RESB-08-23-61368 S F D
RESB-08-23-61365 S F D
RESB-08-23-61367 S F D
RESB-08-23-61456 S F D
RESB-08-23-61461 S F D
RESB-08-23-61458 S F D
RESB-08-23-61460 S F D
RESB-08-23-61457 S F D
RESB-08-23-61459 S F D
RESB-10-23-62053 S F D
RESB-10-23-62056 S F D
RESB-10-23-62051 S F D
RESB-10-23-62055 S F D
RESB-10-23-62054 S F D
RESB-10-23-62057 S F D
RESB-10-23-62052 S F D
RESB-09-23-61671 S F D
RESB-09-23-61746 S F D
RESB-09-23-61743 S F D
RESB-09-23-61670 S F D
RESB-09-23-61745 S F D
RESB-09-23-61669 S F D
RESB-09-23-61744 S F D
RESB-11-23-62308 S F D
RESB-11-23-62310 S F D
RESB-11-23-62309 S F D
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
O
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
3/6/2023
3/6/2023
3/6/2023
3/6/2023
3/6/2023
3/6/2023
3/6/2023
3/6/2023
3/7/2023
3/7/2023
3/7/2023
3/7/2023
3/7/2023
3/7/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/10/2023
4/13/2023
4/13/2023
4/13/2023
4/13/2023
4/13/2023
4/19/2023
4/19/2023
4/19/2023
4/19/2023
4/19/2023
4/19/2023
4/19/2023
4/19/2023
4/24/2023
4/24/2023
4/24/2023
4/24/2023
4/24/2023
5/3/2023
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 8/23/2023
8/23/2023
8/24/2023
8/24/2023
8/24/2023
8/25/2023
8/25/2023
8/25/2023
12/12/2023
12/12/2023
12/12/2023
12/12/2023
12/12/2023
12/12/2023
11/15/2023
11/15/2023
11/15/2023
11/16/2023
11/16/2023
12/8/2023
12/8/2023
12/8/2023
12/11/2023
12/11/2023
12/14/2023
12/27/2023
9/22/2023
9/22/2023
9/22/2023
9/25/2023
9/25/2023
1 N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
0 0
0 0
0 0
0 0
1 1
1 1
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
1 1
1 1
1 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 1
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 181LONGDEN
201LONGDEN
320BRACKENS
330BRACKENS
340BRACKENS
350BRACKENS
360BRACKENS
370BRACKENS
191LONGDEN
170ROYAL
180ROYAL
181ROYAL
171SWEETJUNIPER
181SWEETJUNIPER
101REYESALLEY
111REYESALLEY
121REYESALLEY
131REYESALLEY
140REYESALLEY
141REYESALLEY
150REYESALLEY
151REYESALLEY
150LONGDEN 1
1 1
1 1
12/6/2023
12/6/2023
12/6/2023
12/14/2023
12/14/2023
160LONGDEN
170LONGDEN
161LONGDEN
171LONGDEN
350RIVERBEND
351RIVERBEND
360RIVERBEND
361RIVERBEND
370RIVERBEND
380RIVERBEND
381RIVERBEND
390RIVERBEND
391RIVERBEND
400RIVERBEND
410RIVERBEND
100PARKLANDALLEY
110PARKLANDALLEY
120PARKLANDALLEY
130PARKLANDALLEY
100PINLANE
5/3/2023
5/3/2023
5/3/2023
5/3/2023
5/3/2023
5/3/2023
5/3/2023
5/3/2023
5/3/2023
5/3/2023
5/24/2023
5/24/2023
5/24/2023
5/24/2023
5/24/2023
5/24/2023
5/24/2023
5/31/2023
5/31/2023
5/31/2023
5/31/2023
5/31/2023
6/1/2023
110PINLANE
120PINLANE
300RIVERBEND
310RIVERBEND
320RIVERBEND
330RIVERBEND
340RIVERBEND
190ROYAL
191ROYAL
200ROYAL
201ROYAL
191SWEETJUNIPER
201SWEETJUNIPER
180RIVERBEND
190RIVERBEND
200RIVERBEND
210RIVERBEND
220RIVERBEND
230RIVERBEND
101PARKLANDALLEY
111PARKLANDALLEY
121PARKLANDALLEY
101LONGDEN
1 1
1 1
1 1
10/31/2023
10/31/2023
10/31/2023
10/31/2023
11/1/2023
11/1/2023
6/1/2023
6/1/2023
6/1/2023
6/1/2023
6/1/2023
6/22/2023
6/22/2023
6/22/2023
6/22/2023
6/22/2023
6/22/2023
6/27/2023
6/27/2023
6/27/2023
6/29/2023
6/29/2023
6/29/2023
6/29/2023
6/29/2023
8/2/2023
8/2/2023
8/2/2023
8/2/2023
8/2/2023
8/2/2023
8/24/2023
8/24/2023
8/24/2023
8/24/2023
8/24/2023
9/8/2023
111LONGDEN
121LONGDEN
130LONGDEN
140LONGDEN
161BEARLEAF
171BEARLEAF
181BEARLEAF
191BEARLEAF
201BEARLEAF
211BEARLEAF
151RIVERBEND
160RIVERBEND
161RIVERBEND
170RIVERBEND
171RIVERBEND
190ORANGEGROVE
160ORANGEGROVE
170ORANGEGROVE
180ORANGEGROVE
200ORANGEGROVE
210ORANGEGROVE
210AMBEROAK
220AMBEROAK
130RIVERBEND
131RIVERBEND
140RIVERBEND
141RIVERBEND
150RIVERBEND
240RIVERBEND
250RIVERBEND
260RIVERBEND
270RIVERBEND
280RIVERBEND
290RIVERBEND
100RIVERBEND
110RIVERBEND
120RIVERBEND
121RIVERBEND
131BEARLEAF
141BEARLEAF
151BEARLEAF
130ORANGEGROVE
140ORANGEGROVE
150ORANGEGROVE
180EVERGREENWAY
100ROYAL
1 10/31/2023
9/8/2023
9/8/2023
9/8/2023
9/8/2023
9/8/2023
9/11/2023
9/11/2023
9/13/2023
9/13/2023
9/13/2023
9/13/2023
9/13/2023
9/21/2023
9/21/2023
9/21/2023
9/21/2023
9/21/2023
9/21/2023
10/9/2023
10/9/2023
10/9/2023
10/9/2023
10/25/2023
10/25/2023
10/25/2023
10/25/2023
10/25/2023
10/25/2023
11/2/2023
11/2/2023
11/2/2023
11/2/2023
11/2/2023
11/2/2023
11/2/2023
11/7/2023
11/7/2023
11/7/2023
11/7/2023
11/7/2023
11/7/2023
11/7/2023
12/7/2023
12/7/2023
12/7/2023
110ROYAL
120ROYAL
101SWEETJUNIPER
111SWEETJUNIPER
121SWEETJUNIPER
101BEARLEAF
111BEARLEAF
121BEARLEAF
100ORANGEGROVE
110ORANGEGROVE
120ORANGEGROVE
150WILDFLOWER
101WILDFLOWER
111WILDFLOWER
121WILDFLOWER
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
617-261-11 R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
R
0 0
0 0
0 1
1 1
1 1
1 1
1 1
1 1
1 1
0 1
1 1
1 1
1 1
1 1
1 0
1 1
0 0
1 0
0 0
0 0
0 0
1 N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
N O N E
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 23197GUINEA ST RESB-09-21-49615 ADU
RESB-01-22-52195 ADU
RESB-08-22-55947 ADU
RESB-12-21-51098 ADU
RESB-10-21-49940 ADU
RESB-10-22-56940 ADU
RESB-11-22-57623 ADU
RESB-03-23-59464 ADU
RESB-12-22-58273 ADU
RESB-11-22-57778 ADU
RESB-06-23-60837 ADU
RESB-06-23-60755 ADU
RESB-05-23-60436 ADU
RESB-07-22-55474 ADU
RESB-05-23-60236 ADU
RESB-07-23-60936 ADU
RESB-07-23-61111 ADU
RESB-08-23-61143 ADU
RESB-05-22-54348 ADU
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
3/3/2023
10/2/2023
8/7/2023
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator613-171-24
617-101-30
617-085-09
25547GLENACRES
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator24885CALLEELTOROGRANDE
24656CORTA C R E S T A D R
24654CORTA C R E S T A D R
22473ALISOPARKDR
21316AVENIDA MANANTIAL
24150LARKWOOD
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator5/15/2023
5/15/2023
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator617-085-09
613-051-26
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
1 1
1 1
1 1
1 1
1 1
1 1
1 3/7/2023
4/3/2023
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
1 1
610-081-12
617-027-04
614-072-07
610-022-13
614-482-27
612-226-23
614-283-10
613-252-18
617-213-08
606-333-79
617-045-07
617-033-05
613-301-26
12/29/2023
8/1/2023
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator4/24/2023
5/18/2023
5/19/2023
8/2/2023
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator25173VISTA F U S C O
21289AVENIDA N U B E S
25154MAMMOTHCIR
194SIERRA M A D R E
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
1 9/8/2023
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator9/22/2023
9/28/2023
10/3/2023
10/23/2023
10/25/2023
11/8/2023
12/21/2023
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator25583HAZELNUTLN.
21774NEWVALEDR
24453HIGHPINERD
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator1713SUNSETVIEWDR
23786LA R O S A D R
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator23917LARKWOODLN
22199PERTHWAY
Rental estimatebasedonOCCOG
ADUCalculator andaffordability
per HCDAffordability Calculator
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 6/19/2023
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Item: 11
184
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.Jurisdiction Lake Forest 2023
ANNUAL ELEMENT PROGRESS REPORT
Housing Element ImplementationReporting Year
Planning Period
(Jan. 1 - Dec. 31) Please contact HCD if your data is different than the material supplied here 6th Cycle 10/15/2021 - 10/15/2029
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
1 2 3 4
Projection Period -
06/30/2021-
10/14/2021
RHNA Allocation by
Income Level
Total Units to
Date (all years)
Total Remaining
RHNA by Income
Level
Income Level 2021 2022 2023 2024 2025 2026 2027 2028 2029 Deed Restricted
Non-Deed Restricted
Deed Restricted
Non-Deed Restricted
Deed Restricted
Non-Deed Restricted
-
-
-
-
70 -
-
12 -
1 16
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
956
543
559
86 870
Very Low
Low
-
2 -
3 57
-
2 48
13 -
77 466
-
- 4 555
487
Moderate
Above Moderate
-
1,178 131 311 192 691
Total RHNA
Total Units
3,236
62 133 394 269 - - - - - - 858 2,378
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1). 5 6 7
Extremely low-Income
Need
Total Units to
Date
Total Units
Remaining2021 2022 2023 2024 2025 2026 2027 2028 2029
Extremely Low-Income Units* 478 - - - - - - - - - - 478 *Extremely low-income houisng need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.
Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1).
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.
Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].
Item: 11
185
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction Lake Forest Note: "+" indicates an optional field Reporting Year
Planning Period
2023 (Jan. 1 - Dec. 31) Cells in grey contain auto-calculation formulas 6th Cycle 10/15/2021 - 10/15/2029
Table C
Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Project Identifier Date of Rezone
2 RHNA Shortfall by Household Income Category
3 Rezone Type
4 Sites Description
1 5 6 7 8 9 10 11
Local
Jurisdiction
Tracking ID+
Very Low-
Income
Above Moderate- Rezone Type
Income
Parcel Size
(Acres)
General Plan
Designation
Minimum
Density Allowed Density Allowed
Maximum Realistic
Capacity
Description of Existing
UsesAPN Street Address Project Name+ Date of Rezone Low-Income Moderate-Income Zoning Vacant/Nonvacant Summary Row: Start Data Entry Below
Item: 11
186
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction Lake Forest
2023Reporting Year (Jan. 1 - Dec. 31)
Table D
Program Implementation Status pursuant to GC Section 65583 Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation Program 1: Land Use Policy, Maintain and monitor the Complete all necessary rezoning by October The City’s adopted Housing Element for 2021-2029 includes an inventory of available sites with residential/mixed-use 15, 2022; complete a Zoning Amendment by General Plan land use designations which allow a range of residential development opportunities to accommodate theEntitlements, and Development Capacity
(Shortfall Program)
residential sites inventory to
ensure sufficient sites remain to
accommodate the RHNA
May 2023 to rezone sites identified in
Appendix A consistent with the requirements All of the residential areas identified in the Housing Element's residential site inventory that require re-zoning are of Government Code section 65583.2, located in these 5 focus areas. On September 9, 2022, the City re-zoned 267 parcels, which included all the parcels in subdivisions (h) and (i) and in the interim, fully the residential site inventory that required re-zoning, to 5 new mixed-use zoning districts. These five new zoning RHNA. The City's 2040 General Plan created new Mixed-Use General Plan Designations in 5 focus areas in the City. allocation throughout the RHNA
period. Receive and process
development applications for
residential projects. Rezone
all sites identified in Appendix A
consistent with the densities,
acreages, and capacity levels
identified in Appendix A. Complete
all rezoning pursuant to
adhere to the requirements of Government
Code section 65583.2, subdivisions (h) and
districts, which are consistent with the mixed-use general plan land use designations, identify development standards such as density, floor area ratio (FAR), building height, landscape requirements, building setbacks, and permitted (i); annual monitoring and reporting throughout uses. Additionally, the City monitors all new residential development in the City through monthly census surveys for the planning period. building permit issuance, bi-yearly Housing Inventory Surveys to Center of Demographic Research, Annual Housing Surveys to Department of Finance, and this Annual Housing Progress Report. In 2023, the City received one application (which has not been deemed complete) for 57 new single-family residences within the Meadows Residential Community. This project is not located on one of Housing Inventory sites. No residential projects were approved or denied in 2023. In May of 2023, the Lake Forest City Council adopted Ordinance 362 to ensure compliance with Government Code section 65583.2, subdivisions (h) and (i). The ordinance created Zoning Code Chapter 9.151 Housing Element Sites Inventory Regulations.
Government Code section
65583.2, subdivisions (h) and (i).
Program 2: Monitor Maintain adequate capacity to
Residential Capacity (No Net accommodate the City’s RHNA Ongoing implementation, at time of approval The City has developed an annual monitoring and tracking excel database to ensure that adequate inventory is of a project on a site listed in the Housing available to meet the City’s RHNA obligations. In 2023, the City did not have any new housing development Loss) obligations at all income levels
throughout the planning period.
Report as required through the
HCD annual report process.
Element, and annual reporting throughout the applications submitted or approved on any of the housing inventory sites. planning period.
Program 3: Public Property Collaborate with the development Annually The City has one surplus City-owned parcel that is only .16 acres and zoned for residential uses. The City has contacted non-profit affordable housing developers about the property. Based on discussions with developers, the site is not suitable for the development of housing, due to the small size of the site and it's access from El Toro Road, which is a primary arterial street.
Conversion to Housing
Program
community on an annual basis,
including affordable housing
developers, to evaluate the
viability of developing City-owned
land as affordable housing.
Program 4: Replacement of For all project applications, identify Ongoing In 2023, no sites containing affordable housing (within the preceding 5 years) were redeveloped.
Affordable Units need for replacement of affordable
housing units and ensure
replacement, if required.
Item: 11
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1 2 3 4
Name of Program
Program 5: Facilitate
Affordable and Special
Needs Housing Construction support affordable housing
developers in their efforts to
Objective Timeframe in H.E Status of Program Implementation Monitor the City’s existing
affordable housing stock and
Annual outreach to the development
community; provide ongoing assistance to
interested affordable housing developers.
In 2023, three affordable housing projects were under construction, as described below:
1.In 2008, the City entered into a Development Agreement (DA) regarding the Portola Center housing development.
The agreement included an Affordable Housing Implementation Plan (AHIP). Per the AHIP, a 58-unit affordable senior housing mixed-use project obtained entitlements in 2016. This project is located in the TCAC Highest Resource Opportunity Area and construction was completed in 2023.
2.In 2020, the City entered into an affordable housing and loan agreement in 2020 with National Community Renaissance, which included a $3.7 million loan from the City's affordable housing developer in-lieu fees. The project is a 71-unit affordable project (very low income), that includes permanent supportive housing. The project is located in the TCAC Low Resource Opportunity Area and received a temporary certificate of occupancy at the end of 2023.
3.In 2020, the City entered into a DA, which included an AHIP for the new Meadows Housing Development. Per the AHIP, in 2021, C&C Development, an affordable housing developer, obtained entitlements for a 65-unit affordable senior apartment project. This project is located in the TCAC High Resource Opportunity Area and is currently under construction.
Per the implementation action, the City has a total of 123 affordable housing units constructed or under construction in the TCAC High/Highest Resource Opportunity Areas. In addition, the City has a dedicated Affordable Housing webpage that includes information about these projects, which include contact information for the developer. Planning staff frequently provides information about these affordable housing projects on the phone and at the public counter.
In addition, in 2023 the City awarded $1,832,703, from CDBG Grants and the Lake Forest Housing Authority's Low and Moderate Income Housing Asset Fund, to Families Forward, a non-profit organization. Families Forward is proposing to either purchase an at-risk affordable property to extend the affordability of the project or convert an existing residential property into an affordable housing project. Currently, Families Forward is looking for a Lake Forest residential property to purchase. Lastly, in 2023, the City released a Notice of Funding Availability (NOFA) for $3,350,000, from the City’s affordable housing in-lieu fees, to develop an affordable housing project in the City. In it anticipated that a developer will be awarded this funding in early 2024. develop new affordable units in
Lake Forest. Proactively
encourage developers who are
interesting in developing in the
City to consider sites in areas of
high TCAC (California Tax Credit
Allocation Committee) opportunity
with the goal of developing 565
new units in areas of high TCAC
opportunity (35% of the City's
quantified objective for new
development).
Program 6: Monitor and
Implement Changes in
Comply with new transparency
requirements for posting zoning,
Federal and State Housing, development standards, and fees information by October 15, 2022. Annual Planning, and Zoning Laws on the City’s website. Stay monitoring and reporting throughout the Update the City’s website with consolidated
zoning, development standards, and fee
The City website includes a planning website that includes .pdfs and links to all the City's zoning districts, planned communities, parking code, online zoning map, fees, submittal requirements, ADU resources, the adopted fee schedule for planning and applications. In 2023, the City has added shopping center planned sign programs, a link to the OC Housing Finance Trust Affordable ADU loan program, and new ADU FAQs. In 2023, the City continued to updated on changes in federal and planning period through the Housing Element monitor federal and State legislation that could impact housing. This year the City adopted an ordinance with changes state housing, planning, and
zoning laws and participate in
providing review and comments as
appropriate
Annual Progress Report (APR). to the ADU regulations, consistent with new State housing laws.
Program 7: Zoning Code
Amendments – Housing
Constraints
Ensure that the City’s Zoning Code Zoning Code Amendments adopted by June In 2022, the City approved ordinances related to new mixed-use zoning districts, multi-family residential objective is consistent with State law and
update the Zoning Code as
needed to comply with future
changes.
2023. design standards ordinance in accordance with SB 35 and SB 330 and reasonable accommodation in compliance with State and Federal fair housing and disability laws. In June of 2023, the Lake Forest City Council approved Ordinance 363 and Ordinance 364 which amended Lake Forest Municipal Code Titles 5 and 9 to address low barrier navigation centers, transitional and supportive housing, streamlined review for eligible projects, employee housing, emergency shelter parking, and residential care facilities in accordance with this Housing Element policy.
Item: 11
188
1 2
Objective
3 4
Name of Program
Program 8: Accessory
Dwelling Units
Timeframe in H.E Status of Program Implementation
Maintain an ADU Ordinance
consistent with State Law. Support June 30,2023 to comply with current State the development of accessory
dwelling units in neighborhoods
throughout the City.
Update the City’s current ADU ordinance by In 2023, the Lake Forest City Council approved Ordinance 361, which updates LFMC section 9.146.050 to comply with California Senate Bill 897 related to ADUs. The ordinance also amends section 9.146.050 to both increase clarity and ensure consistency with recently issued guidance from the California Department of Housing and Community Development (HCD) with respect to local implementation of State ADU laws (i.e., Government Code sections 65852.2 Law. Survey ADU owners/builders to
determine affordability and update ADU
application to inquire about affordability level: and 65852.22); and amends the definition of Accessory Dwelling Unit in section 9.04.030. The proposed amendments 2021-2022; identify and evaluate potential
incentives to encourage production of
affordable ADUs: 2022-2023; and present
findings to the City’s Planning Commission
render LFMC sec. 9.146.050 consistent with recently enacted State law (SB 897). Additionally, this year, the City continued to provide an optional rental survey to applicants for ADU permits, but did not receive any completed surveys. Furthermore, the City is monitoring ADU production and affordability against the projections identified in the Housing Element. The projections over 8 years assume a total of 32 ADUs (8 very low, 14 low, 9 moderate, and 1 and/or City Council: 2023; implementation and above moderate). This year, 9 low-income ADUs were completed, which is still on tract with the City's projections. annual reporting throughout the RHNA period Additionally, the City's website has an ADU Resources page with the City's ADU guide and applications. In 2023, the through the Housing Element Annual Progress website was updated to include a link to the OC Housing Finance Trust Affordable ADU loan program, and new ADU Report: continuous. Prepare and distribute
bilingual ADU factsheet by April of 2023.
Invite all HOAs and relevant civic organization
to meet annually to discuss the City’s ADU
ordinance and conduct at least four proactive
meetings with an HOA or
FAQs were added. In 2023, the City continued to monitor federal and State legislation that could impact housing. neighborhood organization in a high or highest
TCAC resource area. Encourage a 50%
increase over the average annual production
of ADUs from 2018-2020 (from 4 to 6 ADUs
per year), with at least half being affordable to
lower income households and half being
located in areas of high or highest opportunity.
Program 9: Sites for Support non-profit organizations
Homeless Shelters/Homeless that shelter the homeless (subject the planning period through the Housing Annual monitoring and reporting throughout In FY 2022-2023, the City continued a contract with Mercy House, a non-profit social service provider specializing in assisting the homeless. Mercy House provided staff to conduct field outreach and case management work five days per week. Mercy House provided outreach and engagement services to chronic homeless with an Orange County Sheriff Homeless Liaison Officer's support - Mercy House was funded with non-HUD resources. In addition, the City provided funding for a Homeless Liaison Officer position through the law enforcement services contract with the Orange County Sheriff’s Department (OCSD). Lastly, in 2022, the City applied for HCD's Permanent Local Housing Allocation funds, to help fund the City's contract with Mercy House and the OCSD Homeless Liaison Officer. The City also used the funds to create a new City position of Community Outreach Specialist to assist individuals experiencing homelessness.
Prevention and Assistance
Services
to available funding and on a case- Element Annual Progress Report (APR) by-case basis).
Program 10: Support non-profit organizations
Transitional/Supportive and that provide affordable and Continue to evaluate requests on an annual
basis for allocation of CDBG funds to social
In FY 2022-23, 3 non-profit organizations provided homeless prevention and assistance services using pass-through funding (FY 2020-21 CDBG, FY 2021-22 CDBG, and CDBG-CV) from the City. Families Forward (FF) provided supportive services to homeless families with children residing in interim or long-term affordable housing – 32 individuals were assisted during the reporting period. Family Assistance Ministries (FAM) provided food, rent, and utility assistance to lower-income households at risk of eviction and utility service shut-off. Program participants also benefitted from case management services. FAM assisted a total of 204 people. South County Outreach’s (SCO) food bank program allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. SCO assisted a total of 202 people.
Affordable Housing transitional/supportive housing to service agencies to benefit Lake Forest individuals at risk for
homelessness (subject to
available funding and on a case-by-
case basis). Preserve 202 existing
affordable units including
residents
transitional/supportive housing.
Item: 11
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1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation Program 11: Coordination Continue to evaluate requests on Annual monitoring and reporting throughout In fiscal year 2022-2023, 9 non-profit social service agencies received pass-through CDBG funding from the City to provide support and assistance to low-moderate-income residents. In addition, one non-profit social service agency received direct funding from the City to support homeless outreach services. with Social Service Agencies an annual basis for allocation of CDBG Funds to social service
agencies to benefit Lake Forest
residents and consider the
the planning period through the Housing
Element Annual Progress Report (APR)
geographic target for programs,
with a special focus on promoting
programs that address the needs
of households in moderate TCAC
opportunity areas
Strive to allocate at least 75% of
CDBG funds to programs that
assist households in areas of
moderate opportunity.
Program 12: California
Accessibility Standards
Compliance Program
Assure housing units
accommodate residents with
disabilities.
Ongoing implementation, updates to the City’s In 2023, the City continued to ensure that all construction projects comply with accessibility standards and provide website by February 15, 2022. technical assistance to the public. In addition the City's Building Division webpage includes a link the Division of State Architect's Website. In addition, this year City staff in the Community Development Department was provided with Americans with Disabilities Act (ADA) compliance training from a CASp accessibility specialist.
Program 13: Density Bonus Annual outreach to developers in Annual monitoring of relevant legislation; City staff and the City Attorney’s office regularly monitors changing legislation and perform regular updates to the Implementation Program the region to continue to annual proactive outreach to the development zoning regulations accordingly. In 2023, the City did not receive any applications for multi-family housing, and encourage density bonus community; ongoing implementation therefore did not receive any density bonus requests. However, as part of the City's regular outreach to developers, the City provides information and answers questions about the density bonus provisions.opportunities which increase the total allowable density for senior
and affordable housing projects;
as part of this outreach, the City
will specifically
identify development opportunities
in high and highest TCAC resource
areas and encourage the utilization
of density bonus provisions at
these locations. Monitor State law,
at least annually, for updates to
density bonus regulations and
update the City’s Development
Code as needed. Goal to approve
at least two density bonus projects
over the course of the planning
period.
Item: 11
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1 2 3 4
Name of Program
Program 14: Rental
Assistance
Objective Timeframe in H.E Status of Program Implementation The City will continue to contract Ongoing implementation and annual Residents continue to be assisted by the Housing Choice Voucher program, which is a HUD Sec. 8 program administered by the Orange County Housing Authority. During FY 2022-23, 170 Lake Forest renter households were assisted with a rental assistance voucher or certificate. In addition, the City website has a webpage dedicated to affordable housing, which includes a link to the OC Housing Authority Housing Voucher Program website. Last year, the City implemented the second Southwest Lake Forest neighborhood improvement project. The southwest neighborhoods were constructed in the 1960s-1970s and house a majority of the City's special needs populations. The goal of the project is to enhance the quality of life for all residents by addressing key concerns related to lighting, parking, noise, crime, property maintenance, street sweeping, and more. A door-to-door assessment was conducted and a community pop-up event was held where information was distributed regarding Lake Forest housing programs.
Specifically, the handout (in English and Spanish) includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. The City partners with the Fair Housing Council of Orange County to eliminate discriminatory housing practices in the community and further fair housing. Contact information for the Fair Housing Council of OC was provided on the flyer and is available on the City's website. Further, City staff promoted the resource flyer which includes rental assistance (Section 8/Housing Choice Voucher Program) resources to apartment managers, second unit owners, Homeowner Associations and other community members. This was accomplished in several ways including in-person meetings (Homeowner's Association Roundtable on 12/7/23 - distributed flyer) over the past year through publication of these programs in the flyer and made the information known to City and County agencies and to housing nonprofits. The informational flyer is available in English and Spanish and was shared via social media on the City's Facebook and Instagram pages as well as in hard copy in the Quarterly Leaflet (April 2023 and July 2023) and in the e-Newsletter (October 2023) and is readily available at community gathering spots, such as the library, City Hall, and other civic spaces. the Orange County Housing
Authority to administer the Section
8 Rental Assistance Program and
provide rental assistance to at
least 190 very low-income Lake
Forest households. City will
monitoring throughout the planning period.
support the Orange County
Housing Authority’s applications
for additional Section 8 allocation.
The City will promote the Section 8
program to second unit owners by
publicizing this program and
making the information known to
City and County agencies and to
housing nonprofits; information will
be available in English and
Spanish and shared via social
media and in hard copy at
community gathering
spots, such as the library, City
Hall, and other civic spaces. The
City will educate at least one
multifamily apartment manager
annually about the Section 8
program; education will be
targeted to areas with higher
levels of overpayment or TCAC
areas of high or higher opportunity.
Program 15: Conservation of Work with property owners, Ongoing implementation and annual Existing Affordable Units interest groups and the State and monitoring and reporting throughout the In 2023, a total of 256 units with affordable housing covenants existed in the City. Of these, 8 are designated “at risk.” The City actively monitors these units. Should a notice of intent to convert to market rate units be filed, the City will federal planning period through the Housing Element work with potential purchasers to preserve the units, and ensure that tenants were properly notified of their rights Annual Progress Report (APR). Within 60 under California law. In addition, in 2023 the City awarded $1,832,703, from CDBG Grants and the Lake Forest days of notice of intent to convert at-risk units Housing Authority's Low and Moderate Income Housing Asset Fund, to Families Forward, a non-profit organization. to market rate rents, the City will work with Families Forward is proposing to either purchase an at-risk affordable property to extend the affordability of the project potential purchasers using HCD’s current list or convert an existing residential property into an affordable housing project. Currently, Families Forward is looking for governments to conserve the
City’s affordable housing stock.
of Qualified Entities a Lake Forest residential property to purchase. (http://www.hcd.ca.gov/hpd/hrc/tech/presrv/),
and educate tenants of their rights, in
collaboration with property owners.
Program 16: Housing Assist 10 lower-income Annual allocation of CDBG funds through the During FY 2022-23, 17 income-qualified homeowners were issued CDBG-funded loans to complete needed repairs Rehabilitation Loan Program homeowners annually through the CDBG Action Plan process, and annual Housing Rehabilitation Loan monitoring and reporting through the City’s Program with at least half located (HUD required) Consolidated Annual and improvements to their home (e.g., roofing, plumbing, electrical, flooring, energy-efficient windows, etc.) via the City’s Housing Rehabilitation Loan Program. Total expenditure for this activity was $744,285. The City's website has a webpage dedicated to the Rehabilitation Loan Program and includes eligibility requirements, the loan application, and contact information. The loan program was featured in the City's Leaflet. Over 75% of the loans were in areas of low or moderate TCAC opportunity.
in areas of moderate TCAC
opportunity (i.e., the Southwest
Lake Forest neighborhood).
Performance Evaluation Report (CAPER)
process throughout the planning period.
Item: 11
191
1 2
Objective
3 4
Name of Program Timeframe in H.E Status of Program Implementation Program 17: Code
Enforcement and
Continue to seek voluntary
compliance for code-related issues throughout the planning period through the Neighborhood Preservation and violations. Enforce the
California Building Code and
target education regarding the
City’s
Ongoing implementation and reporting In 2023, Code Enforcement officers continued to enforce property maintenance provisions of the Municipal Code and to inform property owners of the City's housing rehabilitation loan and paint grant programs. The City's Strategic Business Plan and Budget included two specific programs for community preservation. In response to the 2023 Community Satisfaction Survey, the City’s Strategic Business Plan identifies the Property Maintenance Volunteer Program (SP#28, budget $10,000) and the Community Preservation Program (SP#30, budget $95,000). These programs are aimed at designing and launching volunteer efforts to provide landscaping and other basic maintenance services to assist low-income and other residents in need who may be unable to address code violations, deteriorated property, or neglected maintenance on their own accord. It is anticipated that this program will be in effect Summer 2024. In FY 2022-23, CDBG grant funding was allocated to Lake Forest homeowners via the Neighborhood Pride Paint Program ("Paint Program"), the Housing Rehabilitation Loan Program and through other CDBG programs. The Paint Program provides grants to qualifying low-moderate-income homeowners with a demonstrated need, for home painting. The program assists the City’s efforts to enhance the appearance of homes in the community and preserve property values. Information on the program is included in the Lake Forest Housing Programs flyer which was distributed at community events, including those in the Southwest Lake Forest area which is comprised of a majority of special needs population. Further publication includes the City's website which includes a webpage dedicated to the Neighborhood Pride Paint program and the Housing Rehabilitation Loan Program. These programs are also regularly featured in the City's Leaflet that is sent to all residents in the City and available on the City's website.
Housing Element Annual Progress Report
(APR).
housing rehabilitation loan and
paint programs to areas of the
community with higher proportions
of low- and moderate-income
households which may often
have code violations. Review code
enforcement trends on a quarterly
basis to identify any geographic
areas of the community that
warrant special support and focus
future code compliance education
in those areas as needed. Strive to
increase the number of proactive
code enforcement educational
interactions by 5% over the course
of the planning period.
Program 18: Energy
Conservation and Energy
Efficiency Opportunities
Improve energy-efficiency in new Ongoing implementation; review the General In 2022, City staff reviewed the General Plan and determined that the Public Facility Element included at least 7 and existing development and Plan to determine if updates are appropriate implementation actions related to energy conservation and energy efficiency that would apply to both existing and promote available programs and no later than December 1, 2022 and complete proposed housing. As such, City Staff determined that the General Plan does not need to be amended related to this benefits to all City residents, updates, if needed, no later than December 1, Housing Program. In 2023, the City started the process of hiring a consultant to assist with the City’s Sustainability especially lower-income residents. 2023. Implementation Program (SIP). The contract for the consultant will be reviewed by the City Council in early 2024. The SIP includes public outreach via a new sustainability website, educational flyers, and newsletter articles. This implementation action will be addressed in the SIP.
Program 19: Lead Based
Paint Education and
Reduction Program
Educate the community on issues Annual monitoring and reporting throughout The City's website (https://www.lakeforestca.gov/en/departments/economic-development/housing) has been updated to include information on lead paint education with links to .pdfs of the EPA's "Protect Your Family From Lead in Your Home" pamphlet in both English and Spanish. The second Neighborhood Improvement Project was implemented in a second southwest neighborhood. These residences were constructed in the 1960s-1970s and house a majority of the City's special needs populations. The goal of the Project is to enhance the quality of life for all residents by addressing key concerns related to lighting, parking, noise, crime, property maintenance, street sweeping, and more. During the door-to-door survey and at a neighborhood pop-up event, information was distributed regarding Lake Forest housing programs in a special flyer (English and Spanish). Specifically, the flyer includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. The Lead-Based Paint Reduction Program outlines information that many homes built before 1978 have lead-based paint. Lead from paint, chip, and dust can pose serious health hazards. Additional resources and information for the Program was provided on the flyer and is available on the City's website. Further, City staff promoted the resource flyer to apartment managers, second unit owners, Homeowner Associations and other community members. This was accomplished in several ways including in-person meetings (Homeowner's Association Roundtable on 12/7/23 - distributed flyer) over the past year through publication of these programs in the flyer and made the information known to City and County agencies and to housing nonprofits. The informational flyer is available in English and Spanish and was shared via social media on the City's Facebook and Instagram pages as well as in hard copy in the Quarterly Leaflet (April 2023 and July 2023) and in the e- Newsletter (October 2023) and is readily available at community gathering spots, such as the library, City Hall, and other civic spaces.
regarding lead-based paint
hazards. Share two bilingual
geotargeted social media posts
annually to census
the planning period through the Housing
Element Annual Progress Report (APR).
tracts/neighborhoods with homes
built before 1978 with education
and resource information. Include
a discussion of the issue and
resource information in the City
News section of the Leaflet and
Recreation Guide (once annually),
which is distributed
to all Lake Forest residents.
Item: 11
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1 2
Objective
3 4
Name of Program
Program 20: Homebuyer
Assistance Programs
Timeframe in H.E Status of Program Implementation
Continue to promote the Ongoing implementation and reporting Homebuyer Assistance Program: The City coordinates with the County of Orange, which offers a homeownership program where participants may be able to use housing assistance subsidies for mortgage payments. The City's Lake Forest Housing Program flyer includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. Resources provided include the weblink for www.ochousing.org/special-housing-programs or phone number for the California Mortgage Relief Program Help Line at (888) 840-2594. Additional resources and information for the Program was provided on the flyer and is available on the City's website. Further, City staff promoted the resource flyer to apartment managers, second unit owners, Homeowner Associations and other community members. This was accomplished in several ways including in-person meetings (Homeowner's Association Roundtable on 12/7/23 - distributed flyer) over the past year through publication of these programs in the flyer and made the information known to City and County agencies and to housing nonprofits. The informational flyer is available in English and Spanish and was shared via social media on the City's Facebook and Instagram pages as well as in hard copy in the Quarterly Leaflet (April 2023 and July 2023) and in the e-Newsletter (October 2023) and is readily available at community gathering spots, such as the library, City Hall, and other civic spaces. homebuyer assistance programs throughout the planning period through the with a special focus on educating Housing Element Annual Progress Report residents in areas of the City with (APR).
higher proportions of renters and
lower-income residents through
social media posts and posting
hard copy flyers at civic facilities;
assist five households annually (as
funding is available).
Program 21: Fair Housing
Services
Support fair housing service
providers and efforts to minimize service provider. Annual monitoring and discriminatory housing practices. reporting throughout the planning period Annual allocation of funds to fair housing Fair Housing Program: The City partners with the Fair Housing Council of Orange County to eliminate discriminatory housing practices in the community and further fair housing. Any policy or practice that denies or negatively affects the provision of housing to a person of a protected class (minorities, elderly, through the Housing Element Annual Progress and disabled) is an impediment to fair housing. The City’s website provides information about fair housing matters, Report (APR) and CDBG CAPER. including contact information for the Fair Housing Council of Orange County (FHCOC), which provided fair housing services to Lake Forest under contract. In Fiscal Year 2022-23, the City awarded FHCOC a $7,430 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing.
In FY 2022-23, FHCOC assisted 92 Lake Forest households and addressed 269 landlord-tenant issues. The City's Lake Forest Housing Program flyer includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. Additional resources and information for the Program was provided on the flyer and is available on the City's website. Further, City staff promoted the resource flyer to apartment managers, second unit owners, Homeowner Associations and other community members. This was accomplished in several ways including in-person meetings (Homeowner's Association Roundtable on 12/7/23 - distributed flyer) over the past year through publication of these programs in the flyer and made the information known to City and County agencies and to housing nonprofits. The informational flyer is available in English and Spanish and was shared via social media on the City's Facebook and Instagram pages as well as in hard copy in the Quarterly Leaflet (April 2023 and July 2023) and in the e- Newsletter (October 2023) and is readily available at community gathering spots, such as the library, City Hall, and other civic spaces.
Item: 11
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1 2 3 4
Name of Program
Program 22: Affirmatively
Furthering Fair Housing
Program
Objective Timeframe in H.E Status of Program Implementation Facilitate equal and fair housing
opportunities by implementing
actions to affirmatively further fair educational information to ensure that the Ongoing outreach and coordination, beginning In the past year, the City has implemented the following related to affirmatively furthering fair housing:
immediately; annual review of fair housing The City maintains a “Fair Housing Matters” section on the City’s “Housing” webpage. The City has added flyers that the City created in partnership with the Fair Housing Council of Orange County. The flyer was also translated into housing and opportunities for all
persons regardless of
most recent information provided by the City’s Spanish this year. The flyer provides information about discrimination, tenant rights, and includes contact information fair housing service provider is being for the Fair Housing Council of Orange County. race, religion, sex, age, marital or disseminated; annual presentations and familial status, ancestry, national media outreach.
origin, color, disability, or other
protected characteristics through
provision of information,
The City awarded the Fair Housing Council of Orange County a $7,430 grant for counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. In Fiscal Year 2022-23, the City awarded FHCOC a $7,430 grant to fund counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. (Program 21)
The City enhanced the ADU Resources web page with new ADU FAQs and an added link to the OC Housing Finance Trust Affordable ADU loan program.coordination, and education on fair housing law and practices to The City continued the Housing Rehabilitation Loan Program (see Housing Program 16 for more details).
The City committed $50,000 of City budget to implement programs and improvements recommended by the City’s Neighborhood Improvement Task Force (NITF) for a neighborhood in southwest Lake Forest that was analyzed. Last year, the City implemented the second Southwest Lake Forest neighborhood improvement project. The southwest neighborhoods were constructed in the 1960s-1970s and house a majority of the City's special needs populations. The goal of the project is to enhance the quality of life for all residents by addressing key concerns related to lighting, parking, noise, crime, property maintenance, street sweeping, and more. A door-to-door assessment was conducted and a community pop-up event was held where information was distributed regarding Lake Forest housing programs.
Specifically, the handout (in English and Spanish) includes resources for ADUs, Fair Housing Program, Homebuyer Assistance Program, Housing Rehabilitation Loan Program, Lead-Based Paint Reduction Program, Neighborhood Pride Paint Program, and Rental Assistance. A report of "Key Recommendations" was assessed for the southwest neighborhood and the items are regularly addressed and updated by the NITF members. Furthermore, in response to the 2023 Community Satisfaction Survey, the City’s Strategic Business Plan identifies the Property Maintenance Volunteer Program (SP#28, budget $10,000) and the Community Preservation Program (SP#30, budget $95,000).
These programs are aimed at designing and launching volunteer efforts to provide landscaping and other basic maintenance services to assist low-income and other residents in need who may be unable to address code violations, deteriorated property, or neglected maintenance on their own accord. A combined total of $105,000 has been allocated to these programs for the 2024-2025 Fiscal Year. residents, landlords, and housing
developers.
Program 23: Economic Conduct a Displacement Risk Conduct analysis by December 31, 2023 and The City’s 5 new mixed-use areas are spread out throughout the City in the low, moderate, and high TCAC opportunity Displacement Risk Analysis Analysis Study to identify the local begin to establish resulting programs (if any) areas. None of the mixed-use areas currently have any residential units, therefore the redevelopment of these conditions that lead to by December 31, 2024. Ongoing properties will not create any direct displacement of residents. To date, the City has not had any new applications for displacement and develop and
implement an action program
based on the results; the action
program will include specific
metrics relevant to the local
community based on the results of
the analysis. Identify potential
partners to participate in the study
that specialize in eviction related
topics related to displacement.
Annually monitor program
implementation and reporting throughout the housing in any of the new re-zoned mixed-use areas. The City is in the process of hiring a consultant to prepare an planning period through the Housing Element analysis of 6 commercial centers located in the new mixed-use areas. The objective of the study is to provide a Annual Progress Report (APR). comprehensive report outlining challenges, opportunities, and strengths of these 6 areas, evaluating existing retail market conditions and recommending strategies for economic growth. The results of this study will facilitate the City’s understanding of the future redevelopment of these properties and therefore any potential economic displacement of the surrounding land uses. It is anticipated that the City will hire a consultant for this study in Spring of 2024. effectiveness.
Item: 11
194
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation Program 24: Neighborhood Improve the Southwest Lake Identification of improvements to implement in In July 2021, the City initiated preparation of a Neighborhood Improvement Needs Assessment for a neighborhood in 2022; implementation of improvements from Southwest Lake Forest, the first neighborhood identified to receive the focused attention of the NeighborhoodImprovement Task Force Forest neighborhood through implementation of the 2022-2023; assessment of need for future neighborhood project by January 2023.
Improvement Task Force (NITF). In 2023, the City implemented the second Southwest Lake Forest neighborhood improvement project. The southwest neighborhoods were constructed in the 1960s-1970s and house a majority of the City's special needs populations. The goal of the project is to enhance the quality of life for all residents by addressing key concerns related to lighting, parking, noise, crime, property maintenance, street sweeping, and more. A door-to- door assessment was conducted and a community pop-up event was held where information was distributed regarding Lake Forest housing programs. As a result of the survey, a Key Assessment report was produced which identified specific issues and areas in need of improvement. In response, the City committed $50,000 as part of the City's two- year 2022-23 Operating Budget to implement programs and improvements serving this neighborhood. In 2023, the City initiated improvements to Cavanaugh Park (additional park lighting, removing and re-vegetation, initiating budget for park rehabilitation), distributed Code Enforcement Checklist/Promote Enhanced Property Maintenance and Compliance flyers, initiated a Crime Prevention Through Environmental Design (CPTED) assessment, addressed street parking issues on Gowdy, and initiated police services increased patrols at specific locations. Staff also provided information to residents about the permit parking process and bulky item pick-up options for the neighborhood. In response to the 2023 Community Satisfaction Survey, the City’s Strategic Business Plan identifies the Property Maintenance Volunteer Program (SP#28, budget $10,000) and the Community Preservation Program (SP#30, budget $95,000). These programs are aimed at designing and launching volunteer efforts to provide landscaping and other basic maintenance services to assist low-income and other residents in need who may be unable to address code violations, deteriorated property, or neglected maintenance on their own accord. It is anticipated that this program will be in effect Spring 2024. recommendations of the
Neighborhood Improvement Plan.
Item: 11
195
ANNUAL ELEMENT PROGRESS REPORTJurisdiction Lake Forest Note: "+" indicates an optional field Cells in grey contain auto-calculation
formulasHousing Element ImplementationReporting Period
Planning Period
2023 (Jan. 1 - Dec. 31)
6th Cycle (CCR Title 25 §6202)10/15/2021 - 10/15/2029
Table E
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Description of Commercial Commercial Development Bonus
Date ApprovedProject Identifier Units Constructed as Part of Agreement 2 Development Bonus
1 3 4
Local Jurisdiction Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of Commercial
Development Bonus
Commercial Development Bonus
Date ApprovedAPN Street Address Project Name+
Tracking ID+
Summary Row: Start Data Entry Below
Annual Progress Report January 2020
Item: 11
196
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction Lake Forest Note: "+" indicates an optional field Reporting Period
Planning Period
2023 (Jan. 1 - Dec. 31) Cells in grey contain auto-calculation formulas 6th Cycle 10/15/2021 - 10/15/2029
Table F
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F. + The description should adequately document how eachUnits that Count Towards RHNA Note - Because the statutory requirements severely limit what can be unit complies with subsection (c) of Government CodeUnits that Do Not Count Towards RHNA+ Listed for Informational Purposes Only counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.
Section 65583.1+.
For detailed reporting requirements, see the chcklist
here:
Activity Type
https://www.hcd.ca.gov/community-
development/docs/adequate-sites-checklist.pdf
Extremely Low-
Income+
Extremely Low-
Income+
Very Low-
Income+Very Low-Income+ Low-Income+ TOTAL UNITS+ Low-Income+ TOTAL UNITS+ Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Annual Progress Report January 2020
Item: 11
197
Note: "+" indicates
an optional fieldJurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Housing Element ImplementationReporting Period
Planning Period
2023 (Jan. 1 - Dec. 31) Cells in grey contain auto-calculation formulas 6th Cycle 10/15/2021 - 10/15/2029
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b).
Units credited toward Moderate NotesProject Identifier
1 Unit Types Affordability by Household Incomes After Conversion 4 Income RHNA
52 3 6
Tenure Very Low-
Income Non Low- Income DeedLocal
Jurisdiction
Tracking ID
Very Low-
Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Non Deed Moderate-
Restricted Income
Above Total Moderate Income Units
Converted from Above
Moderate
Unit Category
(2 to 4,5+)
Moderate- Income
Deed Restricted
Date Converted NotesPrior APN+ Current APN Street Address Project Name+ R=Renter Deed Restricted
Restricted
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0
Item: 11
198
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise Jurisdiction Lake Forest Note: "+" indicates an optional field Cells in grey contain auto-calculation
formulasReporting Period
Planning Period
2023 (Jan. 1 - Dec. 31) disposed of during the reporting year. 6th Cycle ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
10/15/2021 - 10/15/2029
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
1 2 3 4
Realistic Capacity
Identified in the
Housing Element
Local Jurisdiction
Tracking ID+
Entity to whom the site
transferredAPN Street Address Project Name+ Intended Use for Site Summary Row: Start Data Entry Below
Item: 11
199
Jurisdiction Lake Forest
2023
Note: "+" indicates an optional field
(Jan. 1 - Dec. surplus/excess lands the reporting jurisdiction owns Cells in grey contain auto-calculation NOTE: This table must contain an invenory of ALL
Reporting Period 31) formulas
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
For Orange County jurisdictions, please format the APN's as follows:999-999-99 Table H
Locally Owned Surplus Sites
Parcel Identifier
2 Designation Size
6 Notes
71 3 4 5
Number of
Units
Surplus
Designation
Parcel Size (in
acres)APN Street Address/Intersection Existing Use Notes Summary Row: Start Data Entry Below
614-021-31 El Toro Road, near Jeronimo Road Vacant Surplus Land 0.16 Item: 11
200
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction Lake Forest NoteNOTE: STUDENT HOUSING WITH DENSITY BONUS ONLY. This table only needs to be completed if there were student housing projects WITH a density bonus approved pursuant to
Government Code65915(b)(1)(F)
Reporting Period
Planning Period
2023 (Jan. 1 - Dec. 31) Cells in g
6th Cycle 10/15/2021 - 10/15/2029
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Project Type Date Units (Beds/Student Capacity) Approved 1 2 3 4
Very Low- Income
Non Deed
Low- Income
Non Deed
Restricted
Moderate- Income
Non Deed
Above
Moderate-
Income
Local Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing)
Very Low- Income
Deed Restricted
Low- Income Deed
Restricted
Moderate- Income
Deed RestrictedAPN Street Address Project Name+ Date
Restricted Restricted
Summary Row: Start Data Entry Below
Annual Progress Report January 2020
Item: 11
201
ANNUAL ELEMENT PROGRESS REPORTJurisdiction Lake Forest
Reporting Period
Planning Period
2023 (Jan. 1 - Dec. 31)
6th Cycle 10/15/2021 - 10/15/2029
Table K
Tenent Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes Does the Jurisdiction have a local tenant preference policy? No If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage on their internet website containing authorizing local ordinance and supporting materials.
Notes
Item: 11
202
Jurisdiction Lake Forest
2023Reporting Year (Jan. 1 - Dec. 31)
ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable.
Total Award Amount $ 300,000.00 Total award amount is auto-populated based on amounts entered in rows 15-26. $ Cumulative Reimbursement
Requested
Other
FundingTask $ Amount Awarded Task Status Notes
ADU Ordinance $50,000.00 $50,000.00 Completed
Completed
Other
NoneMixed Use Zoning Ordinance $125,000.00 $125,000.00
Housing and Safety Element
Update $115,000.00
$10,000.00
$115,000.00
$10,000.00
Completed
Completed
None
NoneAdministration
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2 Completed Entitlement Issued by Affordability Summary
Income Level Current Year
Deed Restricted 0
0 0
0 0
0 0
0 Very Low
Low
Non-Deed Restricted
Deed Restricted
Non-Deed Restricted
Deed RestrictedModerate Non-Deed Restricted
Above Moderate
Total Units
Total Units
Total Units
Building Permits Issued by Affordability Summary
Income Level Current Year
Deed Restricted 16
0Very Low Non-Deed Restricted
Deed Restricted 48
13 0
Low Non-Deed Restricted
Deed RestrictedModerate Non-Deed Restricted 0
Above Moderate 192
269
Certificate of Occupancy Issued by Affordability Summary Income Level Current Year
Deed Restricted 32
0Very Low
Low
Non-Deed Restricted
Deed Restricted 25
9Non-Deed Restricted
Deed Restricted 0Moderate Non-Deed Restricted 0
Above Moderate 296
362
Item: 11
203