AMENDED AGENDA
LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, September 17, 2024
Public Session 6:30 p.m.
City Council Chambers, 100 Civic Center Drive, Lake Forest, California Teleconference Location:
Council Member Cirbo will be teleconferencing from the following location:
Business Center of Marriott Courtyard Indianapolis, 17863 Foundation Drive, Noblesville, IN 46060
Pursuant to California Government Code Section 54953(b)(3), any member of the public wishing to address the City Council directly pursuant to California Government Code Section 54954.3 may do so at each teleconference location, as listed above, at the time the item is considered.
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.
September 17, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 1 Los intérpretes están disponibles previa solicitud para el público que prefiera hacer sus comentarios públicos en español o chino. Las solicitudes de traductor deben recibirse antes de las 8:00 a. m. del lunes anterior a la reunión programada del Concejo Municipal. Dichas solicitudes deben recibirse por correo electrónico a [email protected]
如果大眾願意用西班牙語或中文發表公開評論，我們可應要求提供口譯服務。需要在預定市議會會議之前的周一
上午 8:00 之前收到翻譯請求。此類請求必須透過電子郵件收到：[email protected] Rúguǒ dàzhòng yuànyì yòng xībānyá yǔ huò zhōngwén fābiǎo gōngkāi pínglùn, wǒmen kě yīng yāoqiú tígōng k ǒuyì fúwù. Xūyào zài yùdìng shì yìhuì huìyì zhīqián de zhōuyī shàngwǔ 8:00 Zhīqián shōu dào fānyì qǐngqiú. Cǐ l èi qǐngqiú bìxū tòuguò diànzǐ yóujiàn shōu dào: [email protected] CALL TO ORDER:
Council Members:
Mayor Pro Tem:
Mayor:
City Manager:
City Attorney:
City Clerk:
6:30 p.m.
Doug Cirbo
Robert Pequeño
Benjamin Yu
Scott Voigts
Mark Tettemer
Debra Rose
Matthew E. Richardson
Lisa Berglund
PUBLIC SESSION: 6:30 p.m.
PUBLIC SESSION: At this time, the City Council will convene to consider public matters. Those wishing to address the City Council must submit a completed “Request to Speak” form to the City Clerk prior to City Council action.
INVOCATION: The Invocation will be provided by Chaplain Serena Cummins, Orange County Sheriff’s Department.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Girl Scout Troop #8621.
PUBLIC COMMENTS
Members of the public can submit an e-comment to [email protected]. E-comments will not be read at the meeting.
Members of the public may also provide comments in-person at the meeting or remotely. Those wishing to provide comments in- person at the meeting will be asked to submit a request to speak to the City Clerk.
September 17, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 2 TRANSLATION SERVICE: Interpreters are available by request to members of the public that prefer to make their public comments in Spanish or Chinese. Requests for a translator need to be received by 8:00 a.m. the Monday before the scheduled City Council meeting. Such requests must be received via email at [email protected]
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.
1. 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.
2. MINUTES OF THE SPECIAL MEETING OF THE CITY COUNCIL HELD ON SEPTEMBER 3, 2024
RECOMMENDED ACTION: Approve as submitted.
3. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON SEPTEMBER 3, 2024
RECOMMENDED ACTION: Approve as submitted.
4. CERTIFIC ATION OF WARRANT REGISTER
RECOMMENDED ACTION: Approve the warrant register in the amount of $7,154,990.21.
5. AWARD OF CONTRACT FOR THE STREET SIDEWALK REPAIR AND REPLACEMENT PROJECT OPS-2023-01
RECOMMENDED ACTION: 1. Approve contract documents for Street Sidewalk Repair and Replacement Project OPS-2023-01. 2. Find the apparent low bidder, We R Builders, Inc., nonresponsive and accept their request for a bid withdrawal. 3. Adopt 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 2024-25.” 4. Award a contract in the amount of $206,587.50 to the second lowest bidder, Cheloletty September 17, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 3 CONSENT CALENDAR (Item Nos. 1 – 5)
Engineering, Inc. 5. Reject all other bids received and authorize return of the bid bonds upon receipt of the executed contract documents from Cheloletty Engineering, Inc. 6. Authorize the Mayor to sign, and the City Clerk to attest the contract with Cheloletty Engineering, Inc.
PUBLIC HEARING(S) (Item Nos. 6 – 8)
Public Hearings are scheduled for a time certain of 6:30 p.m. or as soon thereafter as possible. City Council, when considering the matter scheduled for hearing, will take the following actions: 1. Open the Public Hearing. 2. Receive staff report. 3. Accept public testimony. 4. City Council comments and questions. 5. Close the Public Hearing and take appropriate action.
6. FISCAL YEAR 2023-24 COMMUNITY DEVELOPMENT BLOCK GRANT
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT
RECOMMENDED ACTION: Adopt a Resolution entitled: A RESOLUTION
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING THE FY 2023-2024 CONSOLIDATED ANNUAL
PERFORMANCE EVALUATION REPORT FOR THE CITY'S COMMUNITY
DEVELOPMENT BLOCK GRANT PROGRAM
7. ANNUAL REVIEW OF DEVELOPMENT AGREEMENTS
RECOMMENDED ACTION: 1. Conduct the annual review of Development Agreements between the City and the following parties: a. USA Portola Properties, LLC (“Baldwin”); b. Lennar Homes (“Lennar”); c. Shea Homes (“Shea”); d. Toll Brothers West, Inc. (“Toll Brothers”). 2. Find that Baldwin, Lennar, Shea, and Toll Brothers are each in good faith compliance with its respective Development Agreements.
8. PUBLIC HEARING TO CONSIDER A RESOLUTION OF NECESSITY FOR
THE JERONIMO ROAD WIDENING IMPROVEMENTS PROJECT
RECOMMENDED ACTION: 1. Conduct a Noticed Public Hearing to Consider the Adoption of a Resolution of Necessity entitled: RESOLUTION
OF NECESSITY FOR THE ACQUISITION, BY EMINENT DOMAIN, OF A
FEE INTEREST IN A PORTION OF THAT CERTAIN REAL PROPERTY COMMONLY KNOWN AS 25052 FARTHING STREET, CITY OF LAKE
FOREST, CALIFORNIA, AND A TEMPORARY CONSTRUCTION
EASEMENT FOR THE JERONIMO ROAD WIDENING IMPROVEMENTS
September 17, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 4 PROJECT; and 2. Adopt a Resolution of Necessity entitled: RESOLUTION
OF NECESSITY FOR THE ACQUISITION, BY EMINENT DOMAIN, OF A
FEE INTEREST IN A PORTION OF THAT CERTAIN REAL PROPERTY COMMONLY KNOWN AS 25052 FARTHING STREET, CITY OF LAKE
FOREST, CALIFORNIA, AND A TEMPORARY CONSTRUCTION
EASEMENT FOR THE JERONIMO ROAD WIDENING IMPROVEMENTS
PROJECT: a. Determining that the public interest and necessity require the acquisition of a certain real property interest from Assessor’s Parcel No. 614-021-34 by eminent domain for the Jeronimo Road Widening Improvements Project; and b. Authorizing the City Attorney or the City Attorney’s designee to commence an eminent domain proceeding.
DISCUSSION/ACTION ITEMS (Item No. 9)
The following matters are for City Council consideration/discussion/action. Members of the public may have the opportunity to address these items if they wish to do so. Please complete the Request to Speak form and give to the City Clerk.
9. LAGUNA HILLS DMV OFFICE CLOSURE
RECOMMENDED ACTION: Exercise City Council discretion.
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.
September 17, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 5 Mayor Tettemer:
September 17, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 6
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:
ADJOURNMENT
In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this Meeting, including auxiliary aids or services, you should contact the Office of the City Clerk at (949) 461-3400.
Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and agenda back-up materials can be obtained from the Office of the City Clerk on the Friday prior to the City Council meeting. Copies of all Agendas, Staff Reports and Supporting Materials can also be found on the City’s website – https://www.lakeforestca.gov/129/Agendas.
Agenda and agenda packets, if requested, will be made available in an appropriate alternative format to persons with a disability as required by the Americans With Disabilities Act. Copies of the agenda are provided at no cost and agenda back-up materials are available at the per page copy cost.
The City of Lake Forest mailing address is City Council Chambers, 100 Civic Center Drive, Lake Forest, California.
Phone: (949) 461-3400. FAX (949) 461-3511
CERTIFICATION: I, Lisa Berglund, City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on September 13, 2024.
Lisa Berglund
City Clerk
September 17, 2024 LAKE FOREST CITY COUNCIL AGENDA Page 7
CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/17/2024
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: 1
8 MINUTES OF A SPECIAL MEETING
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST
This special meeting of the City Council of the City of Lake Forest held Tuesday, September 3, 2024, at the Lake Forest Senior Clubhouse, 100 Civic Center Drive, Lake Forest, California, was called to order at 5:00 p.m. with Council Member Yu arriving at 5:15 p.m.
ROLL CALL:
Council Members:
Doug Cirbo
Robert Pequeño
Benjamin Yu (arrived at 5:15pm)
Mayor Pro Tem: Scott Voigts
Mayor: Mark Tettemer
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Lisa Berglund
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Council Member Cirbo.
PUBLIC COMMENTS: No public comment was offered.
PRESENTATION ITEM (Item No. 1):
MOTION: It was moved by Mayor Pro Tem Voigts, seconded by Council Member Pequeño, to approve Presentation Item No. 1. The motion was carried by a vote of 4-0, with Council Member Yu not present during the vote.
1. EMERGENCY MANAGEMENT PRESENTATION
City Manager Rose introduced this item and invited Administrative Services Manager De La Paz to introduce Jacob Greene and Associates Senior Advisor Tony Coletta. Mr. Coletta provided a presentation. Council questions were asked and answered. No public comment was offered.
ACTION: The presentation was received and filed.
ADJOURNMENT: The Special Meeting of the City Council was adjourned at 5:57 p.m.
Item: 2
9 September 3, 2024 LAKE FOREST CITY COUNCIL SPECIAL MEETING MINUTES Page 2 of 2 Respectfully submitted:
APPROVED:
LISA BERGLUND MARK TETTEMER
CITY CLERK MAYOR
Item: 2
10 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, September 3, 2024, at the Lake Forest City Council Chambers, 100 Civic Center Drive, Lake Forest, California, was called to order at 6:30 p.m. with all members present.
ROLL CALL:
Council Members:
Doug Cirbo
Robert Pequeño
Benjamin Yu
Mayor Pro Tem: Scott Voigts
Mayor: Mark Tettemer
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Lisa Berglund
INVOCATION: The Invocation was provided by Chaplain Serena Cummins, Orange County Sheriff’s Department.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Boy Scout Troop #639.
REPORT FROM STUDENT LIAISON: Maya Lowrey, Student Liaison from El Toro High School, delivered her report.
PRESENTATIONS: (Item Nos. 1 – 3)
MOTION: It was moved by Mayor Pro Tem Voigts, seconded by Council Member Yu, to approve Presentation Item Nos. 1 – 3. The motion was carried by a vote of 5-0.
1. NATIONAL PREPAREDNESS MONTH
City Manager Rose introduced this item and invited Administrative Services Manager De La Paz to provide a presentation. No public comment was offered.
ACTION: The Proclamation designating September 2024 as National Preparedness Month was approved.
2. PROCLAMATION DECLARING SEPTEMBER 2024 AS HUNGER ACTION MONTH
City Manager Rose introduced this item and invited City Clerk Berglund to provide a presentation. Government and Public Affairs Manager Malia Carey provided information on Second Harvest Food Bank and received the Item: 3
11 September 3, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 2 of 4 proclamation. No public comment was offered.
ACTION: A proclamation designating September 2024 as “Hunger Action Month” was presented.
3. PROCLAMATION DECLARING SEPTEMBER 2024 AS WORLD ALZHEIMER'S
AWARENESS MONTH
City Manager Rose introduced this item and invited City Clerk Berglund to provide a presentation. Vice President of Outreach and Advocacy Patty Mouton provided information on Alzheimer’s Orange County and received the proclamation.
ACTION: A proclamation designating September 2024 as "World Alzheimer's Awareness Month" was presented.
PUBLIC COMMENTS:
Brian McMillan expressed concerns about street vendors.
Carol Moore expressed concerns about the closure of the Department of Motor Vehicles branch in Laguna Hills.
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 AUGUST 20, 2024
ACTION: The minutes were approved as submitted.
6. AMENDMENT TO CLASSIFICATION PLAN AND COMPENSATION
SCHEDULE FOR FISCAL YEAR 2024-25
ACTION: 1. A Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LAKE FOREST, CALIFORNIA, ADOPTING A REVISED CLASSIFICATION PLAN AND COMPENSATION SCHEDULE was
adopted. 2. A Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2023-2025 OPERATING BUDGET AND APPROPRIATIONS FOR FY 2024-25 was
Item: 3
12 September 3, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 3 of 4 adopted.
7. FIRST AMENDMENT TO THE AGREEMENT WITH BRIGHTLIFE DESIGNS
FOR SEASONAL AND YEAR-ROUND LIGHTING SERVICES
ACTION: 1. The First Amendment to the Agreement with Brightlife Designs, LLC for Seasonal and Year-Round Lighting Services was approved. 2. The Mayor was authorized to sign, and the City Clerk to attest, the First Amendment to the Agreement with Brightlife Designs, LLC, substantially in the form attached.
DISCUSSION/ACTION ITEMS: (Item No. 8)
8. APPROVE AND ADOPT A LOCAL HAZARD MITIGATION PLAN
City Manager Rose introduced this item and invited Community Development Assistant Director Stonich to provide a presentation. Council questions were asked and answered. Council Member Yu requested that notices for the plan be translated into Mandarin. No public comment was offered.
MOTION: It was moved by Council Member Pequeño, seconded by Mayor Pro Tem Voigts, to: Adopt a Resolution entitled: A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA APPROVING AND
ADOPTING THE LOCAL HAZARD MITIGATION PLAN OF THE CITY OF LAKE FOREST. The motion was carried by a vote of 5-0.
CITY MANAGER'S REPORT: City Manager Rose had nothing further to report.
CITY COUNCIL COMMENTS:
Council Member Cirbo: Council Member Cirbo reported on his attendance at the Cal Cities OC Division Board Election, the
Summer Concert in the Park and Car Show, and the
Audit Committee meeting.
Council Member Pequeño: Council Member Pequeño thanked staff for all their hard work. He reported on his attendance at the
Summer Concert in the Park and Car Show.
Council Member Yu: Council Member Yu informed everyone that the new CERT program begins on September 11. He
requested consensus to direct staff to place on the
agenda an item regarding the Department of Motor
Vehicles branch in Laguna Hills.
Mayor Pro Tem Voigts: Mayor Pro Tem Voigts reported on his attendance at the Summer Concert in the Park and Car Show. He
Item: 3
13 September 3, 2024 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 4 of 4 informed everyone that Mimi’s Café is now a Mexican
restaurant and encouraged everyone to visit.
Mayor Tettemer: Mayor Tettemer reported on his attendance at the Summer Concert in the Park and Car Show, the grand
opening of Morena’s Mexican Cuisine, and the
Association of California Cities-Orange County
legislative event.
ADJOURNMENT: The Regular Meeting of the City Council was adjourned at 7:23 p.m.
Respectfully submitted:
APPROVED:
LISA BERGLUND MARK TETTEMER
CITY CLERK MAYOR
Item: 3
14 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/17/2024
DEPARTMENT: Finance
SUBJECT:
CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION(S):
Approve the warrant register in the amount of $7,154,990.21.
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 $7,154,990.21.
ATTACHMENTS:
Warrant Register
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 4
15 Attachment
Item: 4
16 9/9/2024 4:04:34 PM Page 1 of 21
Check Report
City of Lake Forest By Check Number
Date Range: 08/01/2024 - 08/31/2024
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 08/09/2024 11188902.71Manual 0.00 11188 Invoice 08/09/2024 LIVE ADP CHECK 11188 PPE 08/02/2024 902.710.00 THB000000 EMPLOYEE PAYROLL CHECK 08/23/2024 1118954.49Manual 0.00 11189 Invoice 08/23/2024 LIVE ADP CHECK 11189 PPE 08/16/2024 54.490.00 THB000000 EMPLOYEE PAYROLL CHECK 08/23/2024 111901,123.24Manual 0.00 11190 Invoice 08/23/2024 LIVE ADP CHECK 11190 PPE 08/16/2024 1,123.240.00 THB000000 EMPLOYEE PAYROLL CHECK 08/23/2024 11191312.38Manual 0.00 11191 Invoice 08/23/2024 LIVE ADP CHECK 11191 PPE 08/16/2024 312.380.00 THB000000 EMPLOYEE PAYROLL CHECK 08/23/2024 11192742.21Manual 0.00 11192 Invoice 08/23/2024 LIVE ADP CHECK 11192 PPE 08/16/2024 742.210.00 3,135.03Total Manual: 0.00
Item: 4
17 Check Report Date Range: 08/01/2024 - 08/31/2024
9/9/2024 4:04:34 PM Page 2 of 21
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Payment Type: Regular
10527 MEGAN GILFILLAN 08/01/2024 803963-1,100.00Regular 0.00 11016 ZUMA CONSTRUCTION GROUP INC 08/15/2024 804111-132,095.11Regular 0.00 11219 360 GLOBAL TECHNOLOGY LLC 08/01/2024 80411210,000.00Regular 0.00 701 Invoice 06/30/2024 WEBSITE HOSTING FEB - SEP 2024 10,000.000.00 10016 ALL AMERICAN ASPHALT 08/01/2024 804113217,526.25Regular 0.00 207480 Invoice 06/30/2024 2024-004 TRABUCO RESURFACING PROJE… 217,526.250.00 10019 ALLIANT INSURANCE SERVICES 08/01/2024 80411410,639.00Regular 0.00 2705233 Invoice 08/01/2024 FY 24-25 ACIP CRIME RENEWAL INSURAN… 10,639.000.00 10020 ALLISON MECHANICAL INC 08/01/2024 8041152,151.49Regular 0.00 86371 Invoice 08/01/2024 GYM A/C LEAK INSPECTION JUL 2024 LFSP 598.490.00 86426 Invoice 08/01/2024 INSTALL ECONOMIZER FILTERS JUL 2024 L… 1,553.000.00 10021 ALLURE PEST MANAGEMENT INC 08/01/2024 804116750.00Regular 0.00 122651 Invoice 06/30/2024 BEE HIVE REMOVAL FROM FIELD LIGHT PO… 750.000.00 10028 AMERINAT 08/01/2024 804117170.00Regular 0.00
FS-5852 Invoice 06/30/2024 LOAN FEES - WIDI 170.000.00
10037 AQUABIO ENVIRONMENTAL 08/01/2024 8041183,095.00Regular 0.00 101962 Invoice 08/01/2024 2023-082 LAKE MAINTENANCE JUL 2024 V… 3,095.000.00 11220 BEN YU 08/01/2024 804119400.00Regular 0.00
2003087.021 Invoice 08/01/2024 REFUND PERMIT 8494 400.000.00 10055 BEST BEST & KRIEGER LLP 08/01/2024 80412095,888.46Regular 0.00 24-05 Invoice 06/30/2024 LEGAL SERVICES MAY 2024 95,888.460.00 10062 BRIGHTVIEW LANDSCAPE SERVICES 08/01/2024 80412187,081.37Regular 0.00 5915804 Invoice 06/30/2024 INSTALL MULCH MAY 2024 LFSP 2,400.000.00 5935042 Invoice 06/30/2024 INSTALL PLANTS MAR 2024 CIVIC CENTER 5,291.770.00 8902621 BAL Invoice 06/30/2024 SPORTS PARKS MONTHLY MAINTENANCE… 79,389.600.00 10074 CALIFORNIA STATE DISBURSEMENT 08/01/2024 804122147.70Regular 0.00 07/19/2024 Invoice 08/01/2024 REMIT ID 200000002413681 SDU/TRIBAL … 147.700.00 10079 CALPERS LONG TERM CARE PROGRAM 08/01/2024 804123238.85Regular 0.00 15371510 Invoice 08/01/2024 EE CONT PPE 8/2/2024 238.850.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 08/01/2024 804124165.00Regular 0.00 07/19/2024 Invoice 08/01/2024 EE CONT PPE 07/19/2024 165.000.00 10098 CLEARSOURCE FINANCIAL 08/01/2024 80412527,720.00Regular 0.00 UFC0624-435 Invoice 06/30/2024 FEE STUDY JUNE 2024 27,720.000.00 10109 COUNTY OF ORANGE TREASURER TAX 08/01/2024 804126258.98Regular 0.00 STTM002381 Invoice 06/30/2024 800 MHZ MONTHLY MAINTENANCE JUN 2… 258.980.00 10113 CROWN FACILITY SOLUTIONS 08/01/2024 804127782.09Regular 0.00 3284 Invoice 06/30/2024 JANITORIAL SVC CITY EVENT - LF ACADEMY… 368.490.00 3291 Invoice 08/01/2024 JANITORIAL SERVICE PERMIT 6996 PAC 07… 413.600.00 10117 DANIEL E DUNKLEBERG 08/01/2024 80412850.00Regular 0.00 35017 Invoice 08/01/2024 CITY COUNCIL SUPPORT NAMEPLATE - N … 50.000.00 10123 DEWEY PEST CONTROL 08/01/2024 804129271.00Regular 0.00 16795890 Invoice 08/01/2024 2022-030 MONTHLY PEST CONTROL JUL 2… 40.000.00 16795892 Invoice 08/01/2024 2022-030 MONTHLY PEST CONTROL JULY … 35.000.00 16795893 Invoice 08/01/2024 2022-030 MONTHLY PEST CONTROL JUL 2… 196.000.00 10155 FASTSIGNS OF LAKE FOREST 08/01/2024 804130648.66Regular 0.00 2016-18742 Invoice 08/01/2024 2 BANNERS FOR PACIFIC SYMPHONY 8/17… 648.660.00 Item: 4
18 Check Report Date Range: 08/01/2024 - 08/31/2024
9/9/2024 4:04:34 PM Page 3 of 21
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 10160 FIELDTURF USA INC 08/01/2024 8041311,128.60Regular 0.00 713295 Invoice 06/30/2024 FIELD B REPAIRS DEC 2023 LFSP 1,128.600.00 10165 FRANCHISE TAX BOARD 08/01/2024 804132200.00Regular 0.00 07/19/2024 Invoice 08/01/2024 CASE 566292007 PPE 07/19/2024 200.000.00 11223 GEOCON WEST INC 08/01/2024 8041335,325.00Regular 0.00 724060009 Invoice 06/30/2024 2022-124 TRABUCO RESURFACING PROJE… 5,325.000.00 10181 HDL COREN & CONE 08/01/2024 8041345,312.50Regular 0.00 SIN041259 Invoice 08/01/2024 1ST QTR 24/25 CONTRACT SRVCS - PROPE… 5,312.500.00 11221 JACOB SMITH 08/01/2024 804135450.00Regular 0.00
2003099.021 Invoice 08/01/2024 REFUND PERMIT 7400 450.000.00 10203 JAMEY CLARK INC 08/01/2024 80413659,655.00Regular 0.00 75287 Invoice 06/30/2024 BUS SHELTER REFURBISH JUN 2024 EL TO… 59,655.000.00 11222 JOANN INES 08/01/2024 804137450.00Regular 0.00
2003083.021 Invoice 08/01/2024 REFUND PERMIT 7691 450.000.00 10226 L & M AUTOMOTIVE 08/01/2024 804138255.65Regular 0.00 55312 Invoice 08/01/2024 VEHICLE MAINTENANCE JULY 2016 CHEVY… 255.650.00 10527 MEGAN GILFILLAN 08/01/2024 8041391,100.00Regular 0.00 19-A Invoice 08/01/2024 NATIONAL NIGHT OUT AUG 2024 1,100.000.00 10244 MERCY HOUSE LIVING CENTERS INC 08/01/2024 8041404,139.38Regular 0.00 5001-24-06 Invoice 06/30/2024 HOMELESS SERVICES JUNE 2024 4,139.380.00 10468 MISSIONSQUARE 08/01/2024 80414112,956.56Regular 0.00 07/19/2024 Invoice 08/01/2024 DEFERRED COMP ACCT 303669 PPE 07/19… 12,956.560.00 10280 ORANGE COUNTY SHERIFF S OFFICE 08/01/2024 804142118.61Regular 0.00 07/19/2024 Invoice 08/01/2024 LOF NO. 30-2019-01097622-CL-CL-CJC PPE… 118.610.00 11224 PACIFIC SYMPHONY 08/01/2024 80414310,000.00Regular 0.00 2409 Invoice 08/01/2024 50% DEPOSIT FOR SYMPHONY CONCERT 8… 10,000.000.00 10283 PARS 08/01/2024 804144270.00Regular 0.00
54104 Invoice 06/30/2024 ANNUAL PARTICIPANT STMT FEES PART-T… 270.000.00 THB001588 PETER MEIER 08/01/2024 804145179.39Regular 0.00 06/18/2024 Invoice 06/30/2024 EXP REIMB SAFETY BOOTS - RED WING SH… 179.390.00 10318 SADDLEBACK VALLEY UNIFIED 08/01/2024 8041462,868.33Regular 0.00 YEAR END FY 23/… Invoice 06/30/2024 KIDS FACTORY YEAR END FY 23/24 2,868.330.00 10325 SHELTERCLEAN SERVICES INC 08/01/2024 8041473,116.65Regular 0.00 779093 Invoice 06/30/2024 BUS SHELTER MAINTENANCE JUNE 2024 3,116.650.00 10329 SO CAL INDUSTRIES 08/01/2024 804148781.19Regular 0.00 700191 Invoice 08/01/2024 PORTALET RENTALS 7/12 - 7/15 2024 FAM… 781.190.00 10335 SOUTHERN CALIFORNIA EDISON 08/01/2024 80414911,473.30Regular 0.00 5025 07/15/2024 Invoice 06/30/2024 TRAFFIC SIGNAL UTILITIES JUNE 2024 11,473.300.00 10353 TAIT & ASSOCIATES INC 08/01/2024 8041501,122.19Regular 0.00 161923 Invoice 06/30/2024 JERONIMO/EL TORO WIDENING DESIGN J… 467.190.00 161924 Invoice 06/30/2024 JERONIMO/EL TORO WIDENING DESIGN J… 655.000.00 10366 THOMAS J O CONNELL 08/01/2024 804151836.05Regular 0.00 INV-2024-144 Invoice 06/30/2024 INTALL TENNIS COURT TIMECLOCK MAY 2… 836.050.00 10649 TOLL BROS INC 08/01/2024 80415277,110.02Regular 0.00 RESB-06-21-47675 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,286.300.00 RESB-06-21-47677 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,280.720.00 Item: 4
19 Check Report Date Range: 08/01/2024 - 08/31/2024
9/9/2024 4:04:34 PM Page 4 of 21
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount RESB-06-21-47678 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,679.690.00 RESB-08-23-61456 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,286.300.00 RESB-08-23-61457 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,768.970.00 RESB-08-23-61458 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,768.970.00 RESB-08-23-61459 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,679.690.00 RESB-08-23-61460 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,679.690.00 RESB-08-23-61461 Invoice 08/01/2024 REFUND C&D DEPOSIT 8,679.690.00 10374 TRAUMA INTERVENTION PROGRAM 08/01/2024 80415310,270.00Regular 0.00 4302 Invoice 08/01/2024 AGENCY USER FEE ANNUAL 7/1/24 - 6/30/… 10,270.000.00 10390 US BANK CORPORATE PAYMENT 08/01/2024 80415449,544.98Regular 0.00 4348 07/25/2024 Invoice 08/01/2024 CAL-CARD PURCHASES JUL 49,327.730.00 6249 07/25/2024 Invoice 08/01/2024 CAL-CARD PURCHASES JUL 217.250.00 10391 US BANK PARS 08/01/2024 8041553,253.87Regular 0.00 07/19/2024 Invoice 08/01/2024 PARS CONT PPE 07/19/2024 3,253.870.00 10392 US DEPT OF TREASURY 08/01/2024 804156928.71Regular 0.00 07/19/2024 Invoice 08/01/2024 AGENCY TRACKING WG2122418 PPE 07/1… 928.710.00 10506 WEST COAST ARBORISTS INC 08/01/2024 80415735,130.00Regular 0.00 216958 Invoice 08/01/2024 TREE MANAGEMENT SERVICES 7/1 - 7/15 … 35,130.000.00 THB004892 NICOLE HOUSTON 08/06/2024 804158815.43Regular 0.00 08/05/2024 Invoice 08/06/2024 AUGUST 2024 COBRA 815.430.00 11232 ABBA TERMITE & PEST CONTROL INC 08/08/2024 804159470.00Regular 0.00 16849F Invoice 08/08/2024 BEEHIVE REMOVAL JULY 2024 CIVIC CENT… 235.000.00 16928F Invoice 08/08/2024 2024-061 BEEHIVE REMOVAL JUL 2024 CIV… 235.000.00 10001 ABTECH TECHNOLOGIES INC 08/08/2024 80416014,945.00Regular 0.00 2407050-IN Invoice 08/08/2024 MERAKI FIREWALL LICENSE RENEWAL 13,289.240.00 2407053-IN Invoice 08/08/2024 NEW HIRE LAPTOP - FACILITY SPECIALIST 1,655.760.00 10009 AGE WELL SENIOR SERVICES 08/08/2024 8041611,259.51Regular 0.00 APR - JUN 2024 … Invoice 06/30/2024 CDBG SUBRECIPRIENT 4TH Q 2024 CARE … 1,259.510.00 10022 ALZHEIMER S ORANGE COUNTY 08/08/2024 8041621,250.00Regular 0.00 4TH QTR 2024 Invoice 06/30/2024 CDBG SUBRECIPIENT 4TH QTR SO CO ADU… 1,250.000.00 10028 AMERINAT 08/08/2024 804163947.15Regular 0.00
LPM-24-000418 Invoice 06/30/2024 REHAB MONTHLY FEES FEB 2024 947.150.00 10039 ARDURRA GROUP INC 08/08/2024 80416494,076.75Regular 0.00 151753 Invoice 06/30/2024 PROFESSIONAL SERVICES 6/1 - 6/9 2024 23,787.500.00 151754 Invoice 06/30/2024 2021-030 PROFESSIONAL SERVICES 6/10 - … 70,289.250.00 10055 BEST BEST & KRIEGER LLP 08/08/2024 80416591,849.80Regular 0.00 24-06 Invoice 06/30/2024 LEGAL SERVICES JUNE 2024 91,849.800.00 11227 BETTER EARTH ELECTRIC 08/08/2024 804166255.83Regular 0.00 RESB-10-23-61925 Invoice 08/08/2024 REFUND CANCELLED PERMIT 255.830.00 10502 BKF ENGINEERS 08/08/2024 8041679,359.91Regular 0.00 24080006 Invoice 06/30/2024 2021-101 LOS ALISOS/MUIRLANDS 2ND LE… 9,359.910.00 10093 CITY OF IRVINE 08/08/2024 8041689,023.74Regular 0.00 221202 Invoice 06/30/2024 SHARED SIGNAL MAINTENANCE & POWER… 9,023.740.00 10104 CONVERGINT TECHNOLOGIES LLC 08/08/2024 8041693,054.87Regular 0.00 IN00220378 Invoice 08/08/2024 CCTV MAINTENANCE - JULY 2024 3,054.870.00 10109 COUNTY OF ORANGE TREASURER TAX 08/08/2024 8041701,780,039.42Regular 0.00 SH 69069 Invoice 08/08/2024 LAW ENFORCEMENT AUG 2024 1,780,039.420.00 Item: 4
20 Check Report Date Range: 08/01/2024 - 08/31/2024
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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 10113 CROWN FACILITY SOLUTIONS 08/08/2024 804171545.80Regular 0.00 3297 Invoice 08/08/2024 EXTRA JANITORIAL SVCS WORLD SERIES T… 545.800.00 10117 DANIEL E DUNKLEBERG 08/08/2024 80417250.00Regular 0.00 35016 Invoice 08/08/2024 NAMEPLATE - LAURA HUNTER 50.000.00 10514 DJE SOUND & LIGHTING INC 08/08/2024 8041739,000.00Regular 0.00 INV-00791 Invoice 08/08/2024 STAGE, SOUND & LIGHTING FOR CONCERT… 9,000.000.00 10489 ECS IMAGING INC 08/08/2024 80417412,600.00Regular 0.00 18962 Invoice 08/08/2024 PAF FORM DIGITIZATION - ECS GOLD PROJ… 12,600.000.00 11228 ENERGUY 08/08/2024 80417570.19Regular 0.00
RMECH-06-24-64… Invoice 08/08/2024 REFUND CANCELLED PERMIT 70.190.00 11236 ENRIQUE BICHE 08/08/2024 8041761,200.00Regular 0.00 RESB-10-23-61881 Invoice 08/08/2024 REFUND C&D DEPOSIT 1,200.000.00 11235 GALIN BOBEV 08/08/2024 804177840.00Regular 0.00
RESB-05-23-60230 Invoice 08/08/2024 REFUND C&D DEPOSIT 840.000.00 10170 GMU GEOTECHNICAL INC 08/08/2024 804178507.50Regular 0.00 66308 Invoice 06/30/2024 2022-122 PORTOLA NE 3RD PARTY REVIEW… 507.500.00 10181 HDL COREN & CONE 08/08/2024 804179695.00Regular 0.00 SIN041507 Invoice 06/30/2024 ACFR 2023-24 STATISTICAL PACKAGE 695.000.00 10184 HINDERLITER DE LLAMAS & ASSOC 08/08/2024 8041803,200.00Regular 0.00 SIN040984 Invoice 06/30/2024 SEIP ECON DEV SERVICES APR - JUN 2024 3,200.000.00 11234 HSUEH-CHUNG LIN 08/08/2024 8041811,500.00Regular 0.00 RESB-07-23-61109 Invoice 08/08/2024 REFUND C&D DEPOSIT 1,500.000.00 10194 INTERWEST CONSULTING 08/08/2024 80418263,599.39Regular 0.00 456747 Invoice 06/30/2024 BUILDING AND SAFETY SERVICES JUN 63,599.390.00 11237 JESSE LJUNGGREN 08/08/2024 804183300.00Regular 0.00 744 Invoice 08/08/2024 SOLO MUSIC ARTIST FOR CONCERT 7/27 300.000.00 10931 JOHN PATRICK CONDON 08/08/2024 8041841,365.00Regular 0.00 LF-2024-03 Invoice 06/30/2024 CPTED SERVICES 5/1 - 6/30 2024 1,365.000.00 10223 KONICA MINOLTA BUSINESS 08/08/2024 804185504.28Regular 0.00 9010024120 Invoice 08/08/2024 MAINTENANCE FOR 24 HP PRINTERS 6/15 -… 504.280.00 10224 KONICA MINOLTA PREMIER FINANCE 08/08/2024 8041861,011.43Regular 0.00 82890801 Invoice 08/08/2024 LEASE FOR 8 KONICA COPIERS AUG (8/8 - … 1,011.430.00 10467 LA OPINION LP 08/08/2024 804187430.00Regular 0.00 29634 Invoice 08/08/2024 ELECTION NOTICES 7/8/24 - 7/14/24 430.000.00 10232 LGC GEOTECHNICAL INC 08/08/2024 8041882,112.00Regular 0.00 01-21334 Invoice 06/30/2024 2022-128 MEADOWS SCHOOL SITE 3RD P… 1,056.000.00 01-21337 Invoice 06/30/2024 2022-128 ASCENSION CEMETARY 3RD PAR… 1,056.000.00 10236 LSA ASSOCIATES INC 08/08/2024 804189107.50Regular 0.00 194416 Invoice 06/30/2024 WESTERN REALCO EIR THRU JUN 2024 107.500.00 10241 MASTER WASH INC 08/08/2024 804190520.00Regular 0.00 78513 Invoice 08/08/2024 CITY VEHICLE WASH JULY 2024 520.000.00 11230 MEADOWS SENIOR, LP 08/08/2024 804191738.63Regular 0.00 MSP 06-24-5709 Invoice 08/08/2024 REFUND PLANNING DEPOSIT 738.630.00 11239 MIDAMERICA 08/08/2024 804192500.00Regular 0.00
001PDRK Invoice 08/08/2024 ADMIN FEE 500.000.00
Item: 4
21 Check Report Date Range: 08/01/2024 - 08/31/2024
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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 10257 MUNICIPAL MANAGEMENT ASSOCIATION OF SOUTHERN CALIFORNIA08/08/2024 804193925.00Regular 0.00 07/23/2024 Invoice 08/08/2024 ANNUAL MEMBERSHIP PEGGY SAMANTHA… 125.000.00 10401 Invoice 08/08/2024 MMASC MEMBERSHIP M. LAFUENTE 07/2… 125.000.00 10437 Invoice 08/08/2024 MMASC MEMBERSHIP W JAMAL 8/24 - 8/… 125.000.00 10493 Invoice 08/08/2024 2024 ANNUAL CONFERENCE REGISTRATIO… 550.000.00 10273 OCCUPATIONAL HEALTH CENTERS 08/08/2024 804194243.00Regular 0.00 83688618 Invoice 08/08/2024 PRE-EMPLOYMENT PHYSICAL BKGD CHEC… 243.000.00 10287 PITNEY BOWES INC 08/08/2024 804195912.99Regular 0.00 3106750892 Invoice 08/08/2024 POSTAGE METER LEASE 5/28 - 8/27 2024 912.990.00 10305 RANCHO VIEJO II HOA 08/08/2024 8041961,089.00Regular 0.00 22702 08/01/2024 Invoice 08/08/2024 22702 MADRID HOA SEP PTM-108-702MD… 544.500.00 22706 08/01/2024 Invoice 08/08/2024 22706 MADRID HOA SEP PTM-108-706MD… 544.500.00 10311 RICK ENGINEERING COMPANY 08/08/2024 8041975,403.00Regular 0.00 0102649 Invoice 06/30/2024 LOS ALISOS/ROCKFIELD IMP JUNE 2024 500.000.00 0102884 Invoice 06/30/2024 SB JERONIMO/LAKE FOREST IMP JUN 2024 500.000.00 0102885 Invoice 06/30/2024 BAKE TOLEDO WIDENING IMP JUNE 2024 4,403.000.00 10719 RINCON CONSULTANTS INC 08/08/2024 804198352.25Regular 0.00 58611 Invoice 08/08/2024 NOISE POLICIES & STANDARDS UPDATE 352.250.00 11238 ROSEEN BUILDERS INC 08/08/2024 8041991,427.75Regular 0.00 SDP 04-24-5699 Invoice 08/08/2024 REFUND SDP DEPOSIT 1,427.750.00 10886 SANTA MARGARITA FORD 08/08/2024 80420034,139.24Regular 0.00 91646 Invoice 08/08/2024 2024 FORD MAVERICK VIN 86543 34,139.240.00 10322 SCHNEIDER ELECTRIC BUILDINGS 08/08/2024 804201360.00Regular 0.00 0001036454 Invoice 08/08/2024 ACS TRANSITION TO PUBLIC WORKS - SOF… 360.000.00 10333 SOUTH COUNTY OUTREACH 08/08/2024 8042023,793.94Regular 0.00 4TH Q 2024 HHP Invoice 06/30/2024 CDBG SUBRECIPIENT 4TH QTR HUNGER & … 3,793.940.00 10335 SOUTHERN CALIFORNIA EDISON 08/08/2024 8042034,202.55Regular 0.00 3725 07/19/2024 Invoice 08/08/2024 PARK UTILITIES JULY 2024 4,202.550.00 10505 STUDIO TWO BLACK DIAMOND PRINTING & GRAPHICS08/08/2024 804204199.25Regular 0.00 101579 Invoice 08/08/2024 ENTITLEMENT RUBBER STAMP FOR PLANN… 59.170.00 101588 Invoice 08/08/2024 BUSINESS CARDS - MARC LAFUENTE 70.040.00 101600 Invoice 08/08/2024 BUSINESS CARDS 70.040.00
10353 TAIT & ASSOCIATES INC 08/08/2024 804205117,984.81Regular 0.00 161322 Invoice 06/30/2024 ARTERIAL MEDIAN IMP TRABUCO/ELTOR… 21,000.000.00 161323 Invoice 06/30/2024 EL TORO ROAD RESURFACING APR 2024 19,998.750.00 161324 Invoice 06/30/2024 BAKE PKWY RESURFACING APR 2024 19,968.750.00 161352 Invoice 06/30/2024 JERONIMO/EL TORO WIDENING DESIGN A… 32,627.000.00 161590 Invoice 06/30/2024 JERONIMO/EL TORO WIDENING MAY 2024 13,238.060.00 162095 Invoice 06/30/2024 EL TORO ROAD RESURFACING JUNE 2024 11,152.250.00 THB001525 THOMAS WHEELER 08/08/2024 804206179.94Regular 0.00 06/27/2024 Invoice 06/30/2024 EXP REIMB JPIA PW ACADEMY INDIAN WE… 179.940.00 10372 TRABUCO CANYON WATER DISTRICT 08/08/2024 804207271.26Regular 0.00 07/16/2024 Invoice 06/30/2024 MPS UTILITIES EL TORO/PORTOLA JUNE 2… 271.260.00 10419 TRANSPERFECT GLOBAL INC 08/08/2024 8042081,023.76Regular 0.00 3121445 Invoice 08/08/2024 TRANSLATION SERVICES - NOTICE OF ELEC… 1,023.760.00 10382 TYLER TECHNOLOGIES INC 08/08/2024 804209130.00Regular 0.00 025-428422 Invoice 06/30/2024 CONFIGURATION - AP CONTRACTS 130.000.00 10398 VERIZON WIRELESS 08/08/2024 8042101,656.85Regular 0.00 Item: 4
22 Check Report Date Range: 08/01/2024 - 08/31/2024
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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 9968909630 Invoice 08/08/2024 CELLULAR PHONES & DATA SERVICE JUL 2… 1,656.850.00 10403 VOCATIONAL VISIONS INC 08/08/2024 804211700.00Regular 0.00 4TH Q 2024 Invoice 06/30/2024 CDBG SUBRECIPIENT 4TH QTR PATHWAYS … 700.000.00 11233 W L BUTLER CONSTRUCTION INC 08/08/2024 8042121,200.00Regular 0.00 COMB-11-23-623…Invoice 08/08/2024 REFUND C&D DEPOSIT 1,200.000.00 11231 YOYO GOLF 08/08/2024 804213689.88Regular 0.00
UP 05-24-5702 Invoice 08/08/2024 REFUND PLANNING DEPOSIT 689.880.00 10410 Z&K CONSULTANTS INC 08/08/2024 80421433,960.00Regular 0.00 4090 Invoice 06/30/2024 CA/CI ZONE D PH 2 PRE-CONST SVCS MAR… 17,640.000.00 4091 Invoice 06/30/2024 CA/CI ZONE D PH 2 PRE-CONST SVCS APR … 15,840.000.00 4092 Invoice 06/30/2024 CA/CI ZONE D PH 2 PRE-CONST SVCS MAY-… 480.000.00 11232 ABBA TERMITE & PEST CONTROL INC 08/15/2024 804215235.00Regular 0.00 17172F Invoice 08/15/2024 BEE REMOVAL JUL TRABUCO/PASEO TRA… 235.000.00 10001 ABTECH TECHNOLOGIES INC 08/15/2024 80421637,680.00Regular 0.00 W205282-IN Invoice 08/15/2024 STORE TRUST MANAGED DISASTER RECOV… 37,680.000.00 10006 ADT SECURITY SERVICES 08/15/2024 80421756.79Regular 0.00 1079815393 Invoice 08/15/2024 SKATE PARK SECURITY 8/19 - 9/18 2024 56.790.00 10015 ALH SECURITY INC 08/15/2024 804218631.53Regular 0.00 14179 Invoice 08/15/2024 INSTALL/PROGRAM TIMER JUL TAMARISK … 631.530.00 10019 ALLIANT INSURANCE SERVICES 08/15/2024 804219845.00Regular 0.00 2770402 Invoice 08/15/2024 PACIFIC SYMPHONY SPL EVENT INSURANC… 845.000.00 10024 AMERICAN ASPHALT SOUTH INC 08/15/2024 80422062,094.38Regular 0.00 PROG PYMT 3 Invoice 06/30/2024 SLURRY SEAL ZONE A PYMT & RETENTION … 62,094.380.00 10026 AMERICAN FIDELITY ASSURANCE CO 08/15/2024 804221505.18Regular 0.00 D744574 Invoice 08/15/2024 OPTIONAL INSURANCE JULY 2024 505.180.00 10028 AMERINAT 08/15/2024 8042221,004.72Regular 0.00
LPM-24-001282 Invoice 06/30/2024 REHAB LOAN FEES JUNE 2024 1,004.720.00 10028 AMERINAT 08/15/2024 8042231,006.48Regular 0.00
LPM-24-001062 Invoice 06/30/2024 REHAB LOAN FEES MAY 2024 1,006.480.00 10028 AMERINAT 08/15/2024 804224456.00Regular 0.00
FS-5854 Invoice 08/15/2024 LOAN FEES - PATTERSON 456.000.00 10028 AMERINAT 08/15/2024 8042251,004.71Regular 0.00
LPM-24-000631 Invoice 06/30/2024 REHAB LOAN FEES MARCH 2024 1,004.710.00 10028 AMERINAT 08/15/2024 8042261,002.12Regular 0.00
LPM-24-000846 Invoice 06/30/2024 REHAB LOAN FEES APRIL 2024 1,002.120.00 10873 ARAKELIAN ENTERPRISES INC 08/15/2024 80422759,064.85Regular 0.00 17478962 Invoice 08/15/2024 STREET SWEEPING JUL 59,064.850.00 10038 ARCADIAN BANK 08/15/2024 80422815,000.00Regular 0.00 08/05/2024 Invoice 08/15/2024 REHAB LOAN - PATTERSON 15,000.000.00 10042 ASSURED TELEMATICS INC 08/15/2024 804229291.00Regular 0.00 133438 Invoice 08/15/2024 FLEETS GPS UNITS AUG 291.000.00 10043 AT&T 08/15/2024 8042301,287.10Regular 0.00
0640531902 Invoice 06/30/2024 PRIMARY INTERNET JUNE 2024 CIVIC CEN… 1,287.100.00 10044 AT&T CALNET3 08/15/2024 804231447.37Regular 0.00
000022004536 Invoice 08/15/2024 EMERGENCY CIRCUITS JUL 2024 CIVIC CEN… 387.470.00 Item: 4
23 Check Report Date Range: 08/01/2024 - 08/31/2024
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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 000022059618 Invoice 08/15/2024 PARK UTILITIES 6157 JUL 2024 59.900.00 10047 AWARD CREATIONS 08/15/2024 80423252.44Regular 0.00 2024-1044 Invoice 08/15/2024 NAME BADGES (DE LA PAZ, NATIONALEST… 52.440.00 10074 CALIFORNIA STATE DISBURSEMENT 08/15/2024 804233147.70Regular 0.00 08/02/2024 Invoice 08/15/2024 REMIT ID 200000002413681 SDU/TRIBAL … 147.700.00 10079 CALPERS LONG TERM CARE PROGRAM 08/15/2024 804234238.85Regular 0.00 15397144 Invoice 08/15/2024 EE CONT PPE 8/16/2024 238.850.00 10091 CHARLES ABBOTT ASSOCIATES INC 08/15/2024 804235205,575.92Regular 0.00 67675 Invoice 08/15/2024 STREET MAINTENANCE SERVICES JULY 2024 205,575.920.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 08/15/2024 804236165.00Regular 0.00 08/02/2024 Invoice 08/15/2024 EE CONT PPE 08/02/2024 165.000.00 10531 CITY OF MISSION VIEJO 08/15/2024 8042375,146.95Regular 0.00 21273 Invoice 06/30/2024 SHARED SIGNAL MAINTENANCE FY23/24 5,146.950.00 10107 COSTAR REALTY INFORMATION INC 08/15/2024 804238413.63Regular 0.00 121116137 Invoice 08/15/2024 COMMERCIAL PROPERTIES NOW (BACK-E… 413.630.00 11020 COUNTY OF MARIN 08/15/2024 8042392,520.00Regular 0.00 19193-2025 Invoice 08/15/2024 MBR DUES FY24/25 CA CITY-COUNTY STRE… 2,520.000.00 10109 COUNTY OF ORANGE TREASURER TAX 08/15/2024 804240176,052.46Regular 0.00 AC2490098 Invoice 06/30/2024 CONTRACT SERVICES APR - JUN 2024 ANI… 162,357.960.00 STCS002454 Invoice 08/15/2024 800 MHZ MAINTENANCE 7/1 - 9/30 2024 13,694.500.00 10110 COX COMMUNICATIONS 08/15/2024 80424162.80Regular 0.00 6701 07/27/2024 Invoice 08/15/2024 CABLE TV SERVICE JUL CITY CLERK 62.800.00 10113 CROWN FACILITY SOLUTIONS 08/15/2024 80424210,285.84Regular 0.00 10671 Invoice 08/15/2024 JANITORIAL SERVICES AUG LFSP 5,485.000.00 3292 Invoice 08/15/2024 JANITORIAL SERVICE PERMIT 7851 COMM… 654.490.00 3293 Invoice 08/15/2024 JANITORIAL SERVICE - CITY CAMP PAC 7/26 413.600.00 3294 Invoice 08/15/2024 JANITORIAL SERVICE PERMIT 7293 PAC 7/… 413.600.00 3295 Invoice 08/15/2024 JANITORIAL SERVICE PERMIT 8160 COMM… 926.890.00 3296 Invoice 08/15/2024 JANITORIAL SERVICE PERMIT 6941 COMM… 368.490.00 3298 Invoice 08/15/2024 JANITORIAL SERVICE PERMIT 8622 COMM… 368.490.00 3299 Invoice 08/15/2024 JANITORIAL SERVICE PERMIT 7557 COMM… 743.190.00 3300 Invoice 08/15/2024 JANITORIAL SERVICE PERMIT 7158 COMM… 498.490.00 3301 Invoice 08/15/2024 JANITORIAL SERVICE PERMIT 6997 PAC 8/4 413.600.00 10119 DE NOVO PLANNING GROUP 08/15/2024 80424316,662.00Regular 0.00 4326 Invoice 06/30/2024 GREAT SCOTT LANDSCAPE FACILITY (DEV … 16,662.000.00 10122 DEPARTMENT OF JUSTICE 08/15/2024 804244-241.00Regular 0.00 10122 DEPARTMENT OF JUSTICE 08/15/2024 804244241.00Regular 0.00 733196 Invoice 06/30/2024 PRE-EMPLOYMENT, STARS FINGERPRINTI… 241.000.00 10123 DEWEY PEST CONTROL 08/15/2024 804245271.00Regular 0.00 16823070 Invoice 08/15/2024 2022-030 MONTHLY PEST CONTROL AUG … 40.000.00 16823072 Invoice 08/15/2024 2022-030 MONTHLY PEST CONTROL AUG … 35.000.00 16823073 Invoice 08/15/2024 2022-030 MONTLHY PEST CONTROL AUG … 196.000.00 10126 DIVISION OF THE STATE ARCHITECT 08/15/2024 804246178.50Regular 0.00 Q2 2024 Invoice 08/15/2024 DISABILITY ACCESS & ED FEE QUARTERLY … 178.500.00 10128 DMC ENGINEERING INC 08/15/2024 8042473,390.00Regular 0.00 06-24-012 Invoice 06/30/2024 2023-018 DRAINAGE REPAIR SURVEY APR … 3,390.000.00 10141 EMPLOYMENT DEVELOPMENT DEPT 08/15/2024 8042485,550.00Regular 0.00 L0898692944 Invoice 06/30/2024 UNEMPLOYMENT INSURANCE 4/1 - 6/30 2… 5,550.000.00 Item: 4
24 Check Report Date Range: 08/01/2024 - 08/31/2024
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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 10144 ESRI SOFTWARE 08/15/2024 80424957,000.00Regular 0.00 94724922 Invoice 06/30/2024 GIS ENTERPRISE S/W LICENSE ANNUAL MA… 56,700.000.00 94725079 Invoice 06/30/2024 GIS BUS ANALYST 3 LICENSE ANNUAL SUB… 300.000.00 10151 FAIR HOUSING COUNCIL OF OC 08/15/2024 8042501,878.49Regular 0.00 4TH Q 2024 Invoice 06/30/2024 CDBG SUBRECIPIENT 4TH QTR LF FHC ED &… 1,878.490.00 10153 FAMILY ASSISTANCE MINISTRIES 08/15/2024 8042513,837.07Regular 0.00 4TH Q 2024 Invoice 06/30/2024 CDBG SUBRECIPIENT 4TH Q 2024 HHP 3,837.070.00 10165 FRANCHISE TAX BOARD 08/15/2024 804252250.00Regular 0.00 08/02/2024 Invoice 08/15/2024 CASE 566292007 PPE 08/02/2024 250.000.00 10660 GLOBAL PAYMENTS INC 08/15/2024 8042532,330.02Regular 0.00 11142445 Invoice 08/15/2024 ACTIVENET SIGMA DS1 CARD PRINTER & … 2,330.020.00 10457 HERC RENTALS INC 08/15/2024 804254232.50Regular 0.00 34737153-001 Invoice 08/15/2024 4TH OF JULY PARADE GENERATORS 232.500.00 10194 INTERWEST CONSULTING 08/15/2024 804255900.48Regular 0.00 534808 Invoice 06/30/2024 OT BLDG & SAFETY SERVICES JUNE 2024 -… 900.480.00 10195 IP VIDEO SPECIALISTS 08/15/2024 804256199.00Regular 0.00 7575 Invoice 08/15/2024 SKATE PARK WEBCAM AUG 2024 199.000.00 10203 JAMEY CLARK INC 08/15/2024 80425711,488.39Regular 0.00 75097 Invoice 06/30/2024 2019-053 STALL LATCH/PLEXIGLASS APR … 178.340.00 75098 Invoice 06/30/2024 2019-053 RR FILTER REPLACEMENT APR 2… 550.000.00 75141 Invoice 06/30/2024 WATER FOUNTAIN REPAIR MAY 2024 DAR… 535.020.00 75147 Invoice 06/30/2024 CEMENT SLAB INSTALL MAY 2024 HEROES… 5,350.000.00 75148 Invoice 06/30/2024 REPLACE DRUM SKIN & FRAME MAY POR… 2,196.340.00 75153 Invoice 06/30/2024 2019-053 RR FILTER REPLACEMENT MAY 2… 550.000.00 75154 Invoice 06/30/2024 UNCLOG TOILET MAY PORTOLA PARK 178.340.00 75155 Invoice 06/30/2024 UNCLOG TOILET MAY MOUNTAIN VIEW P… 178.340.00 75169 Invoice 06/30/2024 REPLACE VOLLEYBALL NETS MAY FOOTHILL… 753.850.00 75251 Invoice 06/30/2024 DOOR LOCK REPAIR/UNCLOG TOILET JUN … 468.160.00 75288 Invoice 06/30/2024 2019-053 RR FILTER REPLACEMENT JUN 2… 550.000.00 10223 KONICA MINOLTA BUSINESS 08/15/2024 8042581,109.96Regular 0.00 295101085 Invoice 08/15/2024 COPIER MONTHLY MAINTENANCE JUL 2B 92.890.00 295101355 Invoice 08/15/2024 COPIER MONTHLY MAINTENANCE JUL CITY… 97.730.00 295101454 Invoice 08/15/2024 COPIER MONTHLY MAINTENANCE JUL 2A 96.530.00 295101540 Invoice 08/15/2024 COPIER MONTHLY MAINTENANCE JUL SEN… 177.520.00 295101726 Invoice 08/15/2024 COPIER MONTHLY MAINTENANCE JUL BUI… 226.820.00 295101727 Invoice 08/15/2024 COPIER MONTHLY MAINTENANCE JUL POL… 61.060.00 295101898 Invoice 08/15/2024 COPIER MONTHLY MAINTENANCE JUL 1A 230.940.00 295101901 Invoice 08/15/2024 COPIER MONTHLY MAINTENANCE JUL SP… 126.470.00 10226 L & M AUTOMOTIVE 08/15/2024 804259585.73Regular 0.00 54886 Invoice 08/15/2024 VEHICLE MAINTENANCE 2024 SUBARU OU… 141.910.00 54899 Invoice 08/15/2024 VEHICLE MAINTENANCE 2016 CHEVY COL… 443.820.00 10228 LAKE FOREST CHAMBER OF COMMERCE 08/15/2024 804260250.00Regular 0.00 08/08/2024 Invoice 06/30/2024 SPONSORSHIP FROM TASTE OF LAKE FORE… 250.000.00 10229 LAKE FOREST EXPRESS WASH 08/15/2024 80426175.00Regular 0.00 1109 Invoice 08/15/2024 VEHICLE WASH JULY 2024 75.000.00 10428 MARIO CESAR TREJO AXXESS DOOR CORP 08/15/2024 8042622,109.94Regular 0.00 9534 Invoice 08/15/2024 REPLACE HINGES JUL LFSP GOLF CART STO… 2,109.940.00 THB001884 MIKA J TOYOOKA 08/15/2024 804263491.99Regular 0.00 08/07/2024 Invoice 06/30/2024 EXP REIMB EMPLOYEE EVENTS DEC 2023 -… 305.470.00 MAR-APR 2024 Invoice 06/30/2024 EXP REIMB MILEAGE MAR-APR 2024 139.360.00 Item: 4
25 Check Report Date Range: 08/01/2024 - 08/31/2024
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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 SEP 2023 Invoice 06/30/2024 EXP REIMB MILEAGE CJPIA WORKERS CO… 47.160.00 10468 MISSIONSQUARE 08/15/2024 80426412,956.56Regular 0.00 08/02/2024 Invoice 08/15/2024 DEFERRED COMP ACCT 303669 PPE 8/2/2… 12,956.560.00 10265 NIEVES LANDSCAPE INC 08/15/2024 804265168,459.44Regular 0.00 78286 Invoice 06/30/2024 IRRIGATION REPAIRS JUN JERONIMO/RID… 102.500.00 78287 Invoice 06/30/2024 IRRIGATION REPAIRS JUN LAKE FOREST/R… 427.500.00 78288 Invoice 06/30/2024 IRRIGATION REPAIRS JUN TRABUCO/PASE… 395.000.00 78289 Invoice 06/30/2024 IRRIGATION REPAIRS JUN SERRANO/RIDGE… 510.000.00 78290 Invoice 06/30/2024 IRRIGATION REPAIRS JUN SADDLEBACK/C… 345.000.00 78314 Invoice 08/15/2024 PASSIVE PARK MONTHLY MAINTENANCE J… 73,736.270.00 78315 Invoice 08/15/2024 MP/SLOPES MONTHLY MAINTENANCE JUL 87,261.670.00 78422 Invoice 08/15/2024 MONTHLY IRRIGATIOIN REPAIRS JUL 1,245.000.00 78423 Invoice 08/15/2024 MONTHLY PARK IRRIGATION JUL - 07/01 464.500.00 78424 Invoice 08/15/2024 REMOVE BROKEN LIMBS JUL JERONIMO S… 150.000.00 78425 Invoice 06/30/2024 CLEAR & DUMP BROKEN LIMBS JUN JERON… 300.000.00 78426 Invoice 06/30/2024 CLEAR & DUMP BROKEN LIMBS JUN TOLE… 300.000.00 78456 Invoice 08/15/2024 IRRIGATION REPAIRS JUL ASPAN/LAKE FO… 386.500.00 78457 Invoice 08/15/2024 IRRIGATION REPAIRS JUL SERRANO/RIDGE… 386.500.00 78458 Invoice 08/15/2024 IRRIGATION REPAIRS JUL LAKE FOREST DR… 395.000.00 78459 Invoice 08/15/2024 IRRIGATION REPAIRS JUL LAKE FOREST/OL… 217.000.00 78460 Invoice 08/15/2024 IRRIGATION REPAIRS JUL EL TORO/MUIRL… 279.000.00 78461 Invoice 08/15/2024 IRRIGATION REPAIRS JUL EL TORO/MUIRL… 412.500.00 78462 Invoice 08/15/2024 IRRIGATION REPAIRS JUL PORTOLA PKWY/… 638.000.00 78463 Invoice 08/15/2024 IRRIGATION REPAIRS JUL EL TORO/ALISO … 440.000.00 78464 Invoice 08/15/2024 IRRIGATION REPAIRS JUL ROCKFIELD/GON… 67.500.00 10270 OC COUNCIL OF GOVERNMENTS 08/15/2024 80426611,609.30Regular 0.00 2024-118 Invoice 08/15/2024 ANNUAL DUES FY 2024-25 11,609.300.00 10273 OCCUPATIONAL HEALTH CENTERS 08/15/2024 804267162.00Regular 0.00 83407921 Invoice 06/30/2024 PRE-EMPLOYMENT & STARS PHYSICAL JU… 162.000.00 10536 ODP BUSINESS SOLUTIONS LLC 08/15/2024 8042682,700.16Regular 0.00 31747806 Invoice 08/15/2024 OPERATING SUPPLIES JULY 2024 2,700.160.00 10276 ONWARD ENGINEERING 08/15/2024 804269125.00Regular 0.00 7569 Invoice 06/30/2024 DESIGN-LAKE FOREST DRIVE RESURFACING… 125.000.00 10280 ORANGE COUNTY SHERIFF S OFFICE 08/15/2024 80427094.27Regular 0.00 08/02/2024 Invoice 08/15/2024 LOF NO. 30-2019-01097622-CL-CL-CJC PPE… 94.270.00 11244 PROJECT 529, INC 08/15/2024 8042711,691.00Regular 0.00 1991 Invoice 08/15/2024 PROJECT 529 ANNUAL LICENSING FY25 1,691.000.00 11242 REVEL ENERGY INC 08/15/2024 80427210,000.00Regular 0.00 08/02/2024 Invoice 08/15/2024 REFUND C&D DEPOSIT 10,000.000.00 11044 RONALD A SAGONA 08/15/2024 8042733,025.00Regular 0.00 107582 Invoice 06/30/2024 BACKFLOW TESTING APR VARIOUS LOCAT… 225.000.00 107589 Invoice 06/30/2024 BACKFLOW TESTING APR VARIOUS LOCAT… 695.000.00 107616 Invoice 06/30/2024 BACKFLOW TESTING APR VARIOUS LOCAT… 495.000.00 107617 Invoice 06/30/2024 BACKFLOW TESTING APR VARIOUS LOCAT… 675.000.00 107647 Invoice 06/30/2024 BACKFLOW TESTING APR VARIOUS LOCAT… 935.000.00 10925 SELF INSURED SERVICES COMPANY 08/15/2024 8042746,735.81Regular 0.00 14994 Invoice 08/15/2024 FULL TIME EMPLOYEES AUG 2024 LIFE/ST… 6,735.810.00 10335 SOUTHERN CALIFORNIA EDISON 08/15/2024 8042751,838.67Regular 0.00 6551 07/26/2024 Invoice 08/15/2024 PARK UTILITIES JUL 1,838.670.00 10338 SOUTHERN CALIFORNIA SHREDDING 08/15/2024 804276835.00Regular 0.00 Item: 4
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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 260595 Invoice 08/15/2024 ID THEFT PREVENTION JULY 2024 835.000.00 10340 SPECTRUM SPECIALTIES 08/15/2024 8042771,083.07Regular 0.00 37877 Invoice 08/15/2024 4TH OF JULY PARADE TROPHIES 1,083.070.00 10347 SUPERIOR PROPERTY SERVICES INC 08/15/2024 80427810,113.33Regular 0.00 18151 Invoice 08/15/2024 GRAFFITTI REMOVAL, STEAM CLEAN & PR… 10,113.330.00 10362 THE PET ADOPTION CENTER OF 08/15/2024 8042791,583.33Regular 0.00 1018 Invoice 08/15/2024 PET ADOPTION CENTER SERVICES JUL 2024 1,583.330.00 10365 THERESA DOBBS 08/15/2024 8042801,350.00Regular 0.00 08/03/2024 Invoice 08/15/2024 CONSULTING SERVICES JULY 2024 1,350.000.00 10371 TOUMA INC 08/15/2024 8042813,555.00Regular 0.00
44688 Invoice 08/15/2024 ANNUAL SUBSCRIPTION-ASSET MGMT SO… 3,555.000.00 11243 TRUE PWR CA, LLC 08/15/2024 804282256.67Regular 0.00 RESB-03-24-63170 Invoice 08/15/2024 REFUND CANCELLED PERMIT 256.670.00 10382 TYLER TECHNOLOGIES INC 08/15/2024 80428348,652.25Regular 0.00 025-468241 Invoice 08/15/2024 EPL SOFTWARE & TYLER ASSIST (JUL - SEP … 48,652.250.00 10385 UNDERGROUND SERVICE ALERT OF 08/15/2024 8042841,184.96Regular 0.00 24-250035 Invoice 08/15/2024 STATE REGULATORY COSTS 7/24 - 6/25 834.560.00 720240384 Invoice 08/15/2024 UNDERGROUND SERVICES ALERT JUL 350.400.00 10391 US BANK PARS 08/15/2024 8042853,311.49Regular 0.00 08/02/2024 Invoice 08/15/2024 PARS CONT PPE 08/02/2024 3,311.490.00 10392 US DEPT OF TREASURY 08/15/2024 804286928.71Regular 0.00 08/02/2024 Invoice 08/15/2024 AGENCY TRACKING WG2122418 PPE 08/0… 928.710.00 10401 VISIX INC 08/15/2024 8042873,744.00Regular 0.00
49621P Invoice 08/15/2024 DIGITAL SIGNAGE APP RENEWAL 9/17/24 -… 3,744.000.00 10404 VONAGE BUSINESS 08/15/2024 8042889,579.16Regular 0.00 2317217 Invoice 08/15/2024 VOIP TELEPHONE SERVICE AUG 2024 SPO… 542.760.00 2317218 Invoice 08/15/2024 VOIP TELEPHONE SERVICE AUG 2024 SKAT… 141.590.00 2317219 Invoice 08/15/2024 VOIP TELEPHONE SERVICE AUG 2024 CIVIC… 8,894.810.00 10405 VOYAGER FLEET SYSTEMS INC 08/15/2024 8042892,604.33Regular 0.00 8690611272430 Invoice 08/15/2024 CITY VEHICLE FUEL JULY 2024 2,604.330.00 11016 ZUMA CONSTRUCTION GROUP INC 08/15/2024 804290132,095.11Regular 0.00 PROG PYMT 2 Invoice 06/30/2024 SENIOR PATIO COVER PP#2 & RETENTION … 132,095.110.00 10081 CAMINO HEALTH CENTER 08/14/2024 8042913,750.00Regular 0.00 4TH Q 2024 IPC Invoice 06/30/2024 CDBG SUBRECIPIENT 4TH QTR INDIGENT P… 3,750.000.00 10752 ALFREDO NEGRETE 08/22/2024 804292360.00Regular 0.00 6274 Invoice 08/22/2024 OVERNIGHT SEC - STAGE EQUIP (SUMMER… 360.000.00 10023 AMAZING TENTS & EVENTS 08/22/2024 804293948.50Regular 0.00 8467 Invoice 08/22/2024 TENTS (VIP/VENDOR BOOTHS) FOR CONC… 948.500.00 10028 AMERINAT 08/22/2024 8042941,010.03Regular 0.00
LPM-24-001492 Invoice 08/22/2024 REHAB LOAN FEES - JULY 2024 1,010.030.00 10490 AMY HARPER 08/22/2024 8042952,433.20Regular 0.00
12453 Invoice 08/22/2024 SUMMER 2024 FINAL INSTRUCTOR PAYM… 1,065.400.00 12454 Invoice 08/22/2024 SUMMER 2024 FINAL INSTRUCTOR PAYM… 1,367.800.00 10038 ARCADIAN BANK 08/22/2024 80429615,000.00Regular 0.00 08/12/2024 Invoice 08/22/2024 REHAB LOAN - PRESTEL 15,000.000.00 10044 AT&T CALNET3 08/22/2024 804297238.21Regular 0.00
Item: 4
27 Check Report Date Range: 08/01/2024 - 08/31/2024
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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 000022110315 Invoice 08/22/2024 MPS UTILITIES 6257 JULY 2024 149.740.00 000022112231 Invoice 08/22/2024 PARK UTILITIES JULY 2024 88.470.00 11253 BLUE RASTER LLC 08/22/2024 8042983,910.00Regular 0.00 8627 Invoice 08/22/2024 ASSET MANAGEMENT/GIS WORKFLOWS J… 3,910.000.00 10062 BRIGHTVIEW LANDSCAPE SERVICES 08/22/2024 8042995,933.82Regular 0.00 9022621 Invoice 08/22/2024 PLANT SHRUBS JULY CIVIC CENTER 5,933.820.00 10720 C BELOW INC 08/22/2024 8043001,189.50Regular 0.00 ENCRH-63400 Invoice 08/22/2024 REFUND ENCROACHMENT DEPOSIT 1,189.500.00 10971 C2 COLLABORATIVE 08/22/2024 8043011,950.00Regular 0.00 301629 Invoice 08/22/2024 BARKER RANCH DOG PARK RENOVATION … 1,950.000.00 11213 CABRILLO POINT ACADEMY 08/22/2024 804302750.00Regular 0.00 2003131.021 Invoice 08/22/2024 REFUND PERMIT 7846 750.000.00 10069 CALIFORNIA BUILDING STANDARDS 08/22/2024 804303933.30Regular 0.00 08/15/2024 Invoice 08/22/2024 GREEN FEES (BSASRF) APR - JUN 2024 933.300.00 11245 CHARUKA SINHABAHU 08/22/2024 804304200.00Regular 0.00 2003100.021 Invoice 08/22/2024 REFUND PERMIT 6138 200.000.00 10519 CHESS WIZARDS INC 08/22/2024 8043051,907.50Regular 0.00 12466 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 229.600.00 12467 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 688.800.00 12468 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 989.100.00 10459 CLICKSTART DOG TRAINING ACADEMY LLC 08/22/2024 8043061,036.00Regular 0.00 12385 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 623.000.00 12386 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 413.000.00 10415 CREATIVE KIDS PLAYHOUSE THEATER OF ORANGE COUNTY08/22/2024 8043078,291.50Regular 0.00 12476 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 8,291.500.00 10113 CROWN FACILITY SOLUTIONS 08/22/2024 8043083,297.96Regular 0.00 3302 Invoice 08/22/2024 JANITORIAL SERVICES PERMIT 7846 COMM… 926.890.00 3303 Invoice 08/22/2024 JANITORIAL SERVICES PERMIT 8572 COMM… 368.490.00 3304 Invoice 08/22/2024 JANITORIAL SERVICES PERMIT 7003 COMM… 654.490.00 3305 Invoice 08/22/2024 JANITORIAL SERVICES PERMIT 8139 PAC 0… 413.600.00 3306 Invoice 08/22/2024 JANITORIAL SERVICES PERMIT 7003 COMM… 654.490.00 3307 Invoice 08/22/2024 EXTRA JANITORIAL SVC WCFC SOCCER TO… 280.000.00 10119 DE NOVO PLANNING GROUP 08/22/2024 80430911,076.25Regular 0.00 4383 Invoice 08/22/2024 SUSTAINABILITY IMPLEMENTATION PROG… 11,076.250.00 10121 DEPARTMENT OF CONSERVATION 08/22/2024 8043103,428.34Regular 0.00 08/15/2024 Invoice 08/22/2024 STRONG MOTION INSTRUMENTATION APR… 3,428.340.00 10139 ELENA SALISBURY 08/22/2024 8043112,800.00Regular 0.00 12612 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 31.500.00 12613 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 45.500.00 12615 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 1,025.500.00 12617 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 1,127.000.00 12618 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 570.500.00 10184 HINDERLITER DE LLAMAS & ASSOC 08/22/2024 8043124,061.67Regular 0.00 SIN041783 Invoice 08/22/2024 1ST QTR 24/25 CONTRACT & AUDIT SRVCS … 3,826.670.00 SIN042035 Invoice 08/22/2024 CANNABIS TESTING LAB MGMT (GRN FRST… 235.000.00 11249 HOLLYWOOD HONEYWAGON & PRODUCTION VEHICLES08/22/2024 8043131,750.00Regular 0.00 25649 Invoice 08/22/2024 EXECUTIVE RESTROOMS PACIFIC SYMPHO… 1,750.000.00 10454 INNOVATIVE CLEANING SERVICES INC 08/22/2024 80431432,383.63Regular 0.00 Item: 4
28 Check Report Date Range: 08/01/2024 - 08/31/2024
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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 30643 Invoice 08/22/2024 2022-027 CIVIC CENTER MONTHLY JANITO… 32,383.630.00 10203 JAMEY CLARK INC 08/22/2024 80431532,632.26Regular 0.00 75289 Invoice 08/22/2024 2024-047 REPLACE GRIPS JUL LFSP 180.000.00 75301 Invoice 08/22/2024 2024-047 WATER FILTER/CANISTER JUL T… 270.000.00 75309 Invoice 08/22/2024 2024-047 INSTALL/REHANG SWING CHAIN… 270.000.00 75318 Invoice 08/22/2024 2024-047 POST REPAIRS JUL PITTSFORD P… 225.000.00 75319 Invoice 08/22/2024 2024-047 UNCLOG MENS RR JUL LFSP BAS… 270.000.00 75326 Invoice 08/22/2024 2024-047 BARRICADE BROKEN PANEL JUL… 270.000.00 75331 Invoice 08/22/2024 2024-047 REPLACE PLASTIC DRUMS JUL P… 2,967.380.00 75332 Invoice 08/22/2024 2024-047 REPLACE BROKEN GAZEBO SLAT … 540.140.00 75341 Invoice 08/22/2024 2024-047 PRCHS/INSTLL HANDICAP DOOR … 1,792.860.00 75342 Invoice 08/22/2024 2024-047 VALVE LEAK REPAIR JUL LFSP 1,147.730.00 75343 Invoice 08/22/2024 2024-047 UNCLG DRNKNG FTN JUL PRTLA… 1,240.210.00 75350 Invoice 08/22/2024 2024-047 REPAIR DRINKING FTN JUL ETNI… 1,133.740.00 75351 Invoice 08/22/2024 2024-047 ORDER/INSTALL TENNIS NETS JU… 1,065.000.00 75361 Invoice 08/22/2024 2024-047 REPLACE BRACKET JUL MTN VI… 380.200.00 75362 Invoice 08/22/2024 2024-047 BIANNUAL INSPECTION JUL PLA… 15,350.000.00 75363 Invoice 08/22/2024 2024-047 INSPECT FITNESS EQUIP JUL PLA… 1,500.000.00 75368 Invoice 08/22/2024 2024-047 CHAIR REPAIR JUL LFSP 180.000.00 75373 Invoice 08/22/2024 2024-047 GUTTER CLEANING JUL CIVIC CE… 3,850.000.00 10217 KENNETH CHAI 08/22/2024 8043161,596.00Regular 0.00 12442 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 798.000.00 12443 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 798.000.00 10853 KIMBERLY DOWNEY ESMOND 08/22/2024 8043177,543.90Regular 0.00 12477 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 151.200.00 12483 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 410.200.00 12486 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 403.200.00 12496 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 473.200.00 12497 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 1,498.700.00 12498 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 1,114.400.00 12499 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 1,253.700.00 12500 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 1,542.800.00 12501 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 696.500.00 10655 KOSMONT & ASSOCIATES INC 08/22/2024 80431817,792.20Regular 0.00 2405.12-001 Invoice 08/22/2024 RETAIL MARKET ANALYSIS 8,377.200.00 2405.12-002 Invoice 08/22/2024 RETAIL MARKET ANALYSIS 9,415.000.00 11247 KRISTINA NEWMAN 08/22/2024 804319350.00Regular 0.00 2003120.021 Invoice 08/22/2024 REFUND PERMIT 7158 350.000.00 11246 LAURA PINEDA 08/22/2024 804320650.00Regular 0.00
2003118.021 Invoice 08/22/2024 REFUND PERMIT 8160 650.000.00 10235 LOOPNET 08/22/2024 804321356.00Regular 0.00
120319264-1 Invoice 08/22/2024 COMMERCIAL PROPERTIES NOW (FRONT-… 356.000.00 10240 MARYAM STEVENSON 08/22/2024 8043221,814.40Regular 0.00 12473 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 831.600.00 12474 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 982.800.00 10779 MATT SWAY 08/22/2024 804323500.00Regular 0.00
2003121.021 Invoice 08/22/2024 REFUND PERMIT 7293 500.000.00 10257 MUNICIPAL MANAGEMENT ASSOCIATION OF SOUTHERN CALIFORNIA08/22/2024 804324125.00Regular 0.00 10655 Invoice 08/22/2024 MEMBERSHIP - A YOUNG 125.000.00 10277 ORANGE COUNTY BUSINESS COUNCIL 08/22/2024 8043255,000.00Regular 0.00 0012414-IN Invoice 08/22/2024 RENEWAL PAYMENT 07/24 - 06/25 5,000.000.00 11251 OTTD ORGANIZATION 08/22/2024 804326500.00Regular 0.00 Item: 4
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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 2003129.021 Invoice 08/22/2024 REFUND PERMIT 7003 500.000.00 11224 PACIFIC SYMPHONY 08/22/2024 80432710,000.00Regular 0.00 2409-A Invoice 08/22/2024 REMAINING BALANCE SYMPHONY CONCE… 10,000.000.00 10304 RAMIRO ACEVEDO 08/22/2024 80432874,575.00Regular 0.00 2024-40 Invoice 08/22/2024 MEDIAN IMPROVEMENTS & RETENTION J… 74,575.000.00 10306 REACH 08/22/2024 804329428.85Regular 0.00
98479 Invoice 08/22/2024 MEDIA PLAYERS 428.850.00
10477 READWRITE EDUCATIONAL SOLUTIONS INC 08/22/2024 8043307,269.50Regular 0.00 12457 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT #1 545.300.00 12458 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT #1 816.200.00 12459 Invoice 08/22/2024 SUMMER 2024 FINAL INSTRUCTOR PAYM… 455.000.00 12460 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT #1 903.000.00 12461 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT #1 903.000.00 12462 Invoice 08/22/2024 SUMMER 2024 FINAL INSTRUCTOR PAYM… 729.400.00 12463 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT #1 819.700.00 12464 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT #1 729.400.00 12465 Invoice 08/22/2024 SUMMER 2024 FINAL INSTRUCTOR PAYM… 903.000.00 12630 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT #1 304.500.00 12631 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT #1 161.000.00 10315 RON GORMAN 08/22/2024 804331483.00Regular 0.00
12448 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 483.000.00 10316 ROSENOW SPEVACEK GROUP INC 08/22/2024 8043321,372.50Regular 0.00 12120 Invoice 08/22/2024 AFFORDABLE HOUSING CONSULTING JUL 1,372.500.00 11248 SARA STEWART 08/22/2024 8043332,408.00Regular 0.00 12117 Invoice 08/22/2024 SPRING INSTRUCTOR PAYMENT 801.500.00 12420 Invoice 08/22/2024 SPRING INSTRUCTOR PAYMENT 266.000.00 12444 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 1,340.500.00 11250 SAUL MILGRAM 08/22/2024 804334300.00Regular 0.00
2003124.021 Invoice 08/22/2024 REFUND PERMIT 1808 300.000.00 10324 SHELLY BOOTH 08/22/2024 80433510,820.60Regular 0.00 12362 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 350.000.00 12364 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 668.500.00 12366 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 1,118.600.00 12367 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 1,137.500.00 12368 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 661.500.00 12369 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 1,039.500.00 12372 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 857.500.00 12373 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 574.000.00 12374 Invoice 08/22/2024 SPRING 2024 FINAL PAYMENT 115.500.00 12561 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 588.000.00 12562 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 294.000.00 12563 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 255.500.00 12583 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 924.000.00 12589 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 763.000.00 12590 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 1,011.500.00 12598 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT #1 462.000.00 10327 SKYHAWKS SPORTS ACADEMY 08/22/2024 80433636,005.90Regular 0.00 12528 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,417.500.00 12529 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 955.500.00 12530 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 661.500.00 12531 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 938.700.00 12533 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,147.300.00 12535 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,036.700.00 Item: 4
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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 12536 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,141.000.00 12537 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,218.000.00 12538 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 287.000.00 12539 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,043.000.00 12540 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 763.000.00 12541 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 668.500.00 12542 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,043.000.00 12543 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,137.500.00 12544 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 2,135.000.00 12545 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,169.000.00 12547 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,081.500.00 12548 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,004.500.00 12550 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,578.500.00 12551 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,323.000.00 12552 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,008.000.00 12553 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 2,216.900.00 12554 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 2,733.500.00 12555 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,582.000.00 12556 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 2,296.000.00 12557 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,435.000.00 12558 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,291.500.00 12559 Invoice 08/22/2024 SUMMER 2024 INSTRUCTOR PAYMENT 1,693.300.00 10329 SO CAL INDUSTRIES 08/22/2024 8043371,137.91Regular 0.00 702573 Invoice 08/22/2024 PORTALET RENTALS 7/26 - 7/29 2024 1,023.630.00 703237 Invoice 08/22/2024 MONTHLY SERVICE AUG 114.280.00 10805 SOFIA MARTINEZ ALVAREZ 08/22/2024 804338500.00Regular 0.00 2003132.021 Invoice 08/22/2024 REFUND PERMIT 8139 500.000.00 10330 SOFTCHOICE CORPORATION 08/22/2024 80433942,800.40Regular 0.00 91416173 Invoice 08/22/2024 MS 365 PLATFORM OFFICE 365 DIGITAL P… 42,800.400.00 10334 SOUTH COUNTY PLUMBING INC 08/22/2024 804340710.00Regular 0.00 27140 Invoice 08/22/2024 REPAIR DRINKING FOUNTAIN JUL LFSP 710.000.00 10335 SOUTHERN CALIFORNIA EDISON 08/22/2024 80434144,513.49Regular 0.00 1549 08/05/2024 Invoice 08/22/2024 PARK UTILITIES (PORTOLA) JULY 2024 130.470.00 3106 08/05/2024 Invoice 08/22/2024 STREET LIGHT UTILITIES JULY 2024 36,972.370.00 5146 08/05/2024 Invoice 08/22/2024 STREET LIGHT UTILITIES (CC) JULY 2024 67.100.00 8114 08/08/2024 Invoice 08/22/2024 CIVIC CENTER UTILITIES JULY 2024 7,343.550.00 10539 STANTEC CONSULTING SERVICES INC 08/22/2024 8043422,022.75Regular 0.00 2267673 Invoice 08/22/2024 2023-063 LFTM TRAFFIC MODELING JULY … 2,022.750.00 11019 SUNPEAK CONSTRUCTION 08/22/2024 80434368,345.00Regular 0.00 60434 Invoice 08/22/2024 REFUND CASH BOND PERMIT #60434 PREC… 68,345.000.00 11019 SUNPEAK CONSTRUCTION 08/29/2024 804343-68,345.00Regular 0.00 10347 SUPERIOR PROPERTY SERVICES INC 08/22/2024 8043442,250.00Regular 0.00 18175 Invoice 08/22/2024 PRESSURE WASH WALL/SIDEWK SERRANO… 150.000.00 18176 Invoice 08/22/2024 PAINT REMOVAL JUL TAVELLA PL NEIGHB… 2,100.000.00 10359 THE GAS COMPANY 08/22/2024 804345608.32Regular 0.00 2943 08/08/2024 Invoice 08/22/2024 LFSP UTILITIES JUL 2024 51.710.00 9109 08/07/2024 Invoice 08/22/2024 CIVIC CENTER UTILITIES JULY 2024 556.610.00 10510 THE KOREA TIMES LOS ANGELES INC 08/22/2024 804346450.00Regular 0.00 IV240700052 Invoice 08/22/2024 ELECTION NOTICING JULY 2024 450.000.00 10361 THE ORANGE COUNTY REGISTER 08/22/2024 80434738.09Regular 0.00 8156 07/29/2024 Invoice 08/22/2024 SUBSCRIPTION RENEWAL 38.090.00 11025 TROY MAGINO 08/22/2024 804348865.00Regular 0.00
Item: 4
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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 2003122.021 Invoice 08/22/2024 REFUND PERMIT 6997 365.000.00 2003123.021 Invoice 08/22/2024 REFUND PERMIT 6996 500.000.00 10393 US TOO GYMNASTICS 08/22/2024 8043493,181.85Regular 0.00 12599 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 208.600.00 12600 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 305.900.00 12601 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 302.400.00 12602 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 305.900.00 12603 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 309.400.00 12604 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 305.900.00 12605 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 283.500.00 12606 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 339.500.00 12607 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 395.500.00 12608 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 115.500.00 12609 Invoice 08/22/2024 SUMMER INSTRUCTOR PAYMENT 309.750.00 10506 WEST COAST ARBORISTS INC 08/22/2024 80435027,351.00Regular 0.00 217365 Invoice 08/22/2024 2022-035 TREE MAINTENANCE 7/16 - 7/31 27,351.000.00 10153 FAMILY ASSISTANCE MINISTRIES 08/22/2024 8043514,162.93Regular 0.00 3RD Q 2024 HHP Invoice 06/30/2024 CDBG SUBRECIPIENT 3RD Q 2024 HHP 4,162.930.00 10001 ABTECH TECHNOLOGIES INC 08/29/2024 80435213,286.59Regular 0.00 2406060-IN Invoice 08/29/2024 MERAKI NETWORK DEVICES MAINTENANC… 13,286.590.00 10016 ALL AMERICAN ASPHALT 08/29/2024 8043531,111,680.08Regular 0.00 PROG PYMT 2 Invoice 08/29/2024 2024-004 TRABUCO REHAB, ASPHALT TRL,… 1,111,680.080.00 11256 AMERICAN BIKE PATROL SERVICES 08/29/2024 8043541,947.00Regular 0.00 144663 Invoice 08/29/2024 E-BIKE PATROL TRAINING DEPUTY MEZA, … 1,947.000.00 10028 AMERINAT 08/29/2024 804355456.00Regular 0.00
FS-5868 Invoice 08/29/2024 REHAB LOAN FEES - PRESTEL 456.000.00 10038 ARCADIAN BANK 08/29/2024 804356130.00Regular 0.00 423 Invoice 08/29/2024 REHAB LOAN FEES - PATTERSON 130.000.00 10038 ARCADIAN BANK 08/29/2024 804357130.00Regular 0.00 414 Invoice 08/29/2024 REHAB LOAN FEES - NEGRON/PURVIS 130.000.00 10071 CALIFORNIA JOINT POWERS 08/29/2024 8043584,587.00Regular 0.00 ENVIR01333 Invoice 08/29/2024 POLLUTION LIABILITY INSURANCE RENEW… 4,587.000.00 11255 CALIFORNIA MUNICIPAL STATISTICS INC 08/29/2024 804359550.00Regular 0.00 24081509 Invoice 08/29/2024 ACFR FY24 DEBT STATEMENTS 550.000.00 10074 CALIFORNIA STATE DISBURSEMENT 08/29/2024 804360147.70Regular 0.00 08/16/2024 Invoice 08/29/2024 REMIT ID 200000002413681 SDU/TRIBAL … 147.700.00 10079 CALPERS LONG TERM CARE PROGRAM 08/29/2024 804361238.85Regular 0.00 15402470 Invoice 08/29/2024 EE CONT PPE 08/30/2024 238.850.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 08/29/2024 804362159.00Regular 0.00 08/16/2024 Invoice 08/29/2024 EE CONT PPE 08/16/2024 159.000.00 10104 CONVERGINT TECHNOLOGIES LLC 08/29/2024 8043633,054.83Regular 0.00 IN00229937 Invoice 08/29/2024 CCTV MAINTENANCE MONTHLY PAYMENT… 3,054.830.00 10109 COUNTY OF ORANGE TREASURER TAX 08/29/2024 8043642,605.00Regular 0.00 SH 69094 Invoice 08/29/2024 AFIS FINGERPRINTS JULY 2024 2,605.000.00 10113 CROWN FACILITY SOLUTIONS 08/29/2024 8043651,384.08Regular 0.00 3308 Invoice 08/29/2024 JANITORIAL SERVICE PERMIT 7559 COMM… 368.490.00 3309 Invoice 08/29/2024 JANITORIAL SERVICE PERMIT 7992 COMM… 1,015.590.00 10602 DARCELLE J. HERBOLD 08/29/2024 804366270.00Regular 0.00 Item: 4
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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 25395 Invoice 08/29/2024 SOCK HOP DANCE ENTERTAINMENT - RE… 270.000.00 10134 ECONOMICS INC 08/29/2024 8043679,127.07Regular 0.00 2021-22.37 Invoice 08/29/2024 PROF SVCS SOLID WASTE & SB1383 JULY 2… 9,127.070.00 11192 EDWARD L WHITTING, JR 08/29/2024 804368200.00Regular 0.00 080924-01 Invoice 08/29/2024 PIANO TECHNICIAN PERFORMANCE PREP … 200.000.00 10155 FASTSIGNS OF LAKE FOREST 08/29/2024 804369406.70Regular 0.00 2016-18886 Invoice 08/29/2024 EVACUATION MAP 406.700.00 10165 FRANCHISE TAX BOARD 08/29/2024 804370250.00Regular 0.00 08/16/2024 Invoice 08/29/2024 CASE 566292007 PPE 08/16/2024 250.000.00 10166 G M BUSINESS INTERIORS 08/29/2024 8043712,226.15Regular 0.00 0296666-IN Invoice 08/29/2024 CITY MANAGER'S OFFICE CONFERENCE TA… 2,226.150.00 10170 GMU GEOTECHNICAL INC 08/29/2024 8043721,302.50Regular 0.00 66422 Invoice 08/29/2024 3RD PARTY REVIEW PORTOLA NE PARCEL … 1,302.500.00 10522 GRANICUS LLC 08/29/2024 80437321,571.20Regular 0.00 188774 Invoice 08/29/2024 PRIME GOV AGENDA SUITE 9/24 - 8/25 21,571.200.00 11257 IRVINE REZA 08/29/2024 8043742,150.00Regular 0.00 1035 Invoice 08/29/2024 ARBORS FENCE REPAIR (AUTO ACC) AUG 2,150.000.00 10203 JAMEY CLARK INC 08/29/2024 8043757,468.12Regular 0.00 75380 Invoice 08/29/2024 2024-047 REPLACE BACK BOARD HARDW… 270.000.00 75381 Invoice 08/29/2024 2024-047 REPLACE HARDWARE AUG TAM… 338.570.00 75387 Invoice 08/29/2024 2024-047 REPLACE CHASE DOOR JUL FOO… 360.000.00 75388 Invoice 08/29/2024 2024-047 REPAIR BB BACKBOARD AUG LF… 900.000.00 75389 Invoice 08/29/2024 2024-047 REPAIR TOILET AUG CONCOURSE… 180.000.00 75390 Invoice 08/29/2024 2024-047 REPAIR SINKS AUG LFSP REC BL… 225.000.00 75392 Invoice 08/29/2024 2024-047 REPLACE 3 RR FILTERS AUG LFSP 550.000.00 75393 Invoice 08/29/2024 2024-047 REPLACE DAMAGED LABELS AUG… 554.900.00 75395 Invoice 08/29/2024 2024-047 REPLACE PLAYGROUND LABELS … 368.450.00 75396 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 155.900.00 75397 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 227.300.00 75398 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 328.950.00 75399 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 279.000.00 75400 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 519.050.00 75401 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 348.750.00 75402 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 243.250.00 75403 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 338.850.00 75404 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 247.650.00 75405 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 435.550.00 75406 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 161.950.00 75407 Invoice 08/29/2024 2024-047 REPLACE WARNING LABELS AUG… 435.000.00 THB001506 KEVIN SHIRAH 08/29/2024 8043761,500.00Regular 0.00 08/26/2024 Invoice 08/29/2024 EXP REIMB TUITION DATA ANALYTICS SKIL… 1,500.000.00 10467 LA OPINION LP 08/29/2024 804377327.00Regular 0.00 29763 Invoice 08/29/2024 ELECTIONS LEGAL / PUBLIC NOTICE AUG 327.000.00 10468 MISSIONSQUARE 08/29/2024 80437810,682.72Regular 0.00 08/16/2024 Invoice 08/29/2024 DEFERRED COMP ACCR 303669 PPE 08/16… 10,682.720.00 10250 MONOGRAM MAGIC 08/29/2024 80437958.16Regular 0.00 13421 Invoice 08/29/2024 LOGO JACKET - ASST CITY CLERK 58.160.00 10257 MUNICIPAL MANAGEMENT ASSOCIATION OF SOUTHERN CALIFORNIA08/29/2024 804380250.00Regular 0.00 10752 Invoice 08/29/2024 MEMBERSHIP RENEWAL - H. HAIRRELL 125.000.00 10773 Invoice 08/29/2024 MEMBERSHIP 8/24 - 8/25 - I MCKEEVER 125.000.00 Item: 4
33 Check Report Date Range: 08/01/2024 - 08/31/2024
9/9/2024 4:04:34 PM Page 18 of 21
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 10749 N J P SPORTS INC 08/29/2024 8043819,738.65Regular 0.00 150956 Invoice 08/29/2024 BASEBALL NETTING REPLACEMENT AUG B… 9,738.650.00 11254 NICHOLAS GALINAITIS 08/29/2024 804382250.00Regular 0.00 041 Invoice 08/29/2024 CLUBHOUSE POP-UP EVENT 9/24/24 250.000.00 THB004892 NICOLE HOUSTON 08/29/2024 804383815.43Regular 0.00 08/22/2024 Invoice 08/29/2024 COBRA PREMIUM - SEPTEMBER 2024 815.430.00 10273 OCCUPATIONAL HEALTH CENTERS 08/29/2024 804384343.00Regular 0.00 83995254 Invoice 08/29/2024 PRE-EMPLOYMENT PHYSICALS AUG 343.000.00 10280 ORANGE COUNTY SHERIFF S OFFICE 08/29/2024 804385122.78Regular 0.00 08/16/2024 Invoice 08/29/2024 LOF NO. 30-2019-01097622-CL-CL-CJC PPE… 122.780.00 10325 SHELTERCLEAN SERVICES INC 08/29/2024 8043864,489.00Regular 0.00 782542 Invoice 08/29/2024 BUS SHELTER MAINTENANCE JUL 2024 4,489.000.00 10335 SOUTHERN CALIFORNIA EDISON 08/29/2024 8043879,882.09Regular 0.00 3611 08/13/2024 Invoice 08/29/2024 PARK UTILITIES JUL MPS, LFSP 9,882.090.00 10505 STUDIO TWO BLACK DIAMOND PRINTING & GRAPHICS08/29/2024 804388310.32Regular 0.00 101659 Invoice 08/29/2024 BUSINESS CARDS - COMMUNITY SERVICES,… 310.320.00 11019 SUNPEAK CONSTRUCTION 08/29/2024 80438968,345.00Regular 0.00 60434 Invoice 08/22/2024 REFUND CASH BOND PERMIT #60434 PREC… 68,345.000.00 10390 US BANK CORPORATE PAYMENT 08/29/2024 80439040,521.74Regular 0.00 4348 08/26/2024 Invoice 08/29/2024 CAL-CARD PURCHASES AUG 40,521.740.00 10390 US BANK CORPORATE PAYMENT 08/29/2024 804391785.18Regular 0.00 6249 08/26/2024 Invoice 08/29/2024 CAL-CARD PURCHASES AUG 785.180.00 10391 US BANK PARS 08/29/2024 8043922,899.21Regular 0.00 08/16/2024 Invoice 08/29/2024 PARS CONT PPE 08/16/2024 2,899.210.00 10392 US DEPT OF TREASURY 08/29/2024 804393928.71Regular 0.00 08/16/2024 Invoice 08/29/2024 AGENCY TRACKING WG2122418 PPE 08/1… 928.710.00 10862 VALPAK FRANCHISE OPERATIONS LLC 08/29/2024 804394832.16Regular 0.00 94784 Invoice 08/29/2024 MULTI-LINGUAL OUTREACH 832.160.00 10932 WEX HEALTH INC 08/29/2024 804395268.30Regular 0.00 0002003333-IN Invoice 08/29/2024 ADMIN WEX JULY 2024 FEES 268.300.00 5,865,122.41Total Regular: 0.00
Item: 4
34 Check Report Date Range: 08/01/2024 - 08/31/2024
9/9/2024 4:04:34 PM Page 19 of 21
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
10076 CALPERS EMPLOYER SVCS 08/13/2024 DFT000022557,405.60Bank Draft 0.00 08/02/2024 Invoice 08/12/2024 RETIREMENT CONTRIBUTIONS PPE 08/02/… 57,405.600.00 10080 CALPERS HEALTH BENEFITS BRANCH 08/06/2024 DFT000022797,978.38Bank Draft 0.00 100000017612776 Invoice 08/06/2024 HEALTH INSURANCE FOR AUG 2024 97,978.380.00 10004 ADP 08/09/2024 DFT00002292,484.05Bank Draft 0.00
667721022 Invoice 08/09/2024 PROCESSING CHGS PPE 7/5, 7/15, 7/16, 7/… 2,484.050.00 10004 ADP 08/09/2024 DFT00002301,707.55Bank Draft 0.00
667720180 Invoice 08/09/2024 WORKFORCE NOW HCM PE 7/15/24 1,707.550.00 10004 ADP 08/09/2024 DFT00002311,753.10Bank Draft 0.00
667720493 Invoice 08/09/2024 ADP TIME AND ATTENDANCE 1,753.100.00 11225 CHICAGO TITLE COMPANY 08/09/2024 DFT00002321,299.00Bank Draft 0.00 00207300A-021-… Invoice 08/09/2024 WIRE XFER PROP PURCH 20702 EL TORO … 1,299.000.00 11225 CHICAGO TITLE COMPANY 08/09/2024 DFT0000233416,844.00Bank Draft 0.00 00207300-021-P… Invoice 08/09/2024 WIRE XFER PROP PURCH 20702 EL TORO … 416,844.000.00 10076 CALPERS EMPLOYER SVCS 08/23/2024 DFT000023456,091.54Bank Draft 0.00 08/16/2024 Invoice 08/23/2024 RETIREMENT CONTRIBUTIONS PPE 08/16/… 56,091.540.00 10077 CALPERS FINANCIAL REPORTING 08/20/2024 DFT0000238700.00Bank Draft 0.00 100000017645242 Invoice 08/20/2024 FEES FOR GASB 68 REPORTS & SCHEDULES 700.000.00 636,263.22Total Bank Draft: 0.00
Regular Checks
Manual Checks
Voided Checks
Discount
Payment
CountPayment Type
Bank Code OP Summary
Bank Drafts
EFT's
284
5 4
9 0
0.00 0.00
0.00 0.00
0.00 302 0.00
Payment
6,066,903.52
3,135.03
-201,781.11
636,263.22
0.00 6,504,520.66
Payable
Count
516
5 0
9 0
530
Item: 4
35 Check Report Date Range: 08/01/2024 - 08/31/2024
9/9/2024 4:04:34 PM Page 20 of 21
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
10004 ADP 08/09/2024 DFT0000226271,686.54Bank Draft 0.00 DD 08/02/2024 Invoice 08/09/2024 DIRECT DEPOSIT ACH PPE 08/02/2024 271,686.540.00 10005 ADP TAX FINANCIAL SVC 08/09/2024 DFT000022865,150.30Bank Draft 0.00 08/02/2024 Invoice 08/09/2024 PAYROLL TAXES FOR PPE 08/02/2024 65,150.300.00 10005 ADP TAX FINANCIAL SVC 08/23/2024 DFT000023560,079.05Bank Draft 0.00 08/16/2024 Invoice 08/23/2024 PAYROLL TAXES FOR PPE 08/16/2024 60,079.050.00 10004 ADP 08/23/2024 DFT0000237253,553.66Bank Draft 0.00 08/16/2024 Invoice 08/23/2024 PAYROLL TAXES FOR PPE 08/16/2024 253,553.660.00 650,469.55Total 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
0.00 650,469.55
0.00 650,469.55
Payable
Count
0 0
0 4
0 4
Item: 4
36 Check Report Date Range: 08/01/2024 - 08/31/2024
All Bank Codes Check Summary
Payment Type Discount
Payment
Count Payment
Payable
Count
Regular Checks
Manual Checks
Voided Checks
Bank Drafts
EFT's
284
5 4
13 0
0.00 0.00
0.00 0.00
0.00 306 0.00
6,066,903.52
3,135.03
-201,781.11
1,286,732.77
0.00 7,154,990.21
516
5 0
13 0
534
Fund Name AmountPeriod
Fund Summary
999 Pooled Cash 7,154,990.218/2024
7,154,990.21
Item: 4
37 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/17/2024
DEPARTMENT: Public Works
SUBJECT:
AWARD OF CONTRACT FOR THE STREET SIDEWALK REPAIR AND
REPLACEMENT PROJECT OPS-2023-01
RECOMMENDED ACTION(S):
1. Approve contract documents for Street Sidewalk Repair and Replacement Project OPS-2023-01.
2. Find the apparent low bidder, We R Builders, Inc., nonresponsive and accept their request for a bid withdrawal.
3. Adopt 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 2024-25”
4. Award a contract in the amount of $206,587.50 to the second lowest bidder, Cheloletty Engineering, Inc.
5. Reject all other bids received and authorize return of the bid bonds upon receipt of the executed contract documents from Cheloletty Engineering, Inc.
6. Authorize the Mayor to sign, and the City Clerk to attest the contract with Cheloletty Engineering, Inc.
EXECUTIVE SUMMARY:
On an annual basis, staff assesses the condition of city sidewalks. Deficiencies found are placed into the City’s GIS data collection system to provide a scope of work for the annual Street Sidewalk Repair and Replacement Project. As part of the City’s general maintenance activities, the City annually budgets to repair and replace sidewalk panels and other displacements within the pedestrian path of travel along residential and arterial streets.
Item: 5
38 On July 9, 2024, staff published the competitive bid package for the Street Sidewalk Repair and Replacement Project for the repair of sidewalks city-wide.
The contract plans and specifications are not attached to the staff report due to their size; however, they are available for review in the City Clerk’s Office.
On July 30, 2024, the City received bids from seven (7) firms, ranging from $116,047.50 to $1,557,825. Staff recommends that the City Council find the apparent low bidder, We R Builders, Inc., nonresponsive for submitting incomplete bid documents and accept their Request for Withdrawal. With the bid from We R Builders, Inc. deemed nonresponsive, staff recommend the award of the construction contract to the lowest responsive and responsible bidder, Cheloletty Engineering, Inc (Attachment 1).
The total project cost to construct, inspect, provide construction support, and provide contingency for the project is estimated to cost $227,246.25. There are $150,000 in funds currently allocated for this project. The attached proposed budget resolution would appropriate an additional $77,246.25 in unallocated funds from the General Fund (Attachment 2).
Staff recommends the City Council approve the proposed budget amendment to ensure sufficient funding for the project and award the proposed construction contract to Cheloletty Engineering, Inc. in the amount of $206,587.50. The Finance Department prepared the proposed construction contract with Cheloletty Engineering, Inc., and the City Attorney has reviewed and approved the contract as to form.
BACKGROUND:
As part of the City’s general maintenance activities, reoccurring funding has been budgeted to repair and replace sidewalk panels and other displacements within the pedestrian path of travel, city-wide, along residential and arterial streets.
Under the supervision of the City Street Maintenance Administrator, all areas identified for repairs were located by the City’s Street Maintenance Contractor Charles Abbott Associates under a separate agreement in conformance with the City’s sidewalk displacement inspection and repair policy.
Annually, the City allocates $75,000 for the city-wide Street Sidewalk Repair and Replacement Project. Project estimates are formulated using historical cost averages from previous year’s projects. Due to the rising costs of construction materials and labor, staff combined the FY 23/24 and 24/25 sidewalk project budgets into one project, increasing the bid quantities to receive more competitive pricing and making the total available budget for this project Item: 5
39 $150,000. The project scope of work consists of removing and replacing approximately 7,477 square feet of sidewalk and 55 linear feet of curb and gutter.
DISCUSSION:
On July 9, 2024, the City Manager authorized staff to solicit bids for construction of Street Sidewalk Repair and Replacement Project OPS-2023-01.
On July 30, 2024, the City received bids from seven (7) firms, with bids ranging from $116,047.50 to $1,557,825. After opening bids, staff found incomplete bid documents from the apparent low bidder, We R Builders, Inc. (“WRB”). The incomplete documents were missing multiple signatures, failed to provide detailed information regarding the company, and did not provide a list of current or completed projects to complete a reference check. Staff contacted WRB regarding the missing information and received a Request for Withdrawal citing an error in cost calculation as a response. Upon further review, staff recommends accepting the bid withdrawal, finding WRB nonresponsive to the request for bids, and removing them from consideration.
Staff then reviewed the bid package submitted by the second lowest bidder Cheloletty Engineering, Inc.’s (“CEI”) for completeness and accuracy. The electronic bidding system that the city uses, OpenGov, eliminates mathematical errors in the bids. Therefore, the submitted bid results are as follows:
Table 1 : Bid Results
Bidder PlanetBids - Base Bid Amounts
*We R Builders, Inc. $ 116,047.50
Cheloletty Engineering, Inc. $ 206,587.50
Heed Engineering $ 223,345.00
Gentry General Engineering, Inc $ 249,456.00
CT&T Concrete Paving, Inc. $ 270,290.18
Zeco, Inc. $ 799,827.00
M/S Sietricon $1,557,825.00
*Note: We R Builder’s, Inc’s bid was subsequently withdrawn.
After analysis of the bids received, staff determined that CEI was the lowest responsive, responsible bidder for this project. CEI maintains a valid contractor’s license as specified in the bid documents and the company has experience performing similar construction projects.
Staff recommends the City Council approve the contract documents for Street Sidewalk Repair and Replacement Project OPS-2023-01 and disqualify the apparent low bidder for the reasons stated above and award the construction Item: 5
40 contract to the lowest responsive and responsible bidder, CEI, in the amount of $206,587.50 (Attachment 1).
The total project cost to construct, inspect, provide construction support, and provide contingency for the project is estimated to be approximately $227,246.25. The 2023-2025 Operating Budget currently includes $150,000 for this project. The attached proposed budget resolution would allocate additional funds needed to proceed with construction of the project (Attachment 2). If adopted, the proposed budget resolution would increase funding for the 2023- 2025 Operating Budget by $77,246.25, bringing the total funding available for the project to $227,246.25.
Recently, CEI completed projects in the cities of Riverside, San Clemente, and Villa Park. Additionally, CEI has completed construction projects for the City of Lake Forest including the Ridge Route Median Improvement Project and CDBG ADA Ramp Improvements Phase 14. Staff conducted a reference check that indicates CEI to be a responsible contractor (Attachment 3).
The Finance Department prepared the proposed contract which CEI subsequently executed. The City Attorney reviewed and approved the Contract as to form. The contract bid amount as determined by the estimated quantities is $206,587.50. Per Lake Forest Municipal Code Section 3.13.085, the City Manager may approve additional work not-to-exceed 10% of the contract amount (i.e., $20,658.75).
Upon approval of the award of the contract, staff anticipates construction would begin in November 2024. The construction contract specifies 90 working days with the work anticipated to be completed in January 2024. Due to size, the contract plans and specifications are not attached; however, they are available for review upon request in the Office of the City Clerk. Staff included the approved signed title sheet for the project (Attachment 4).
FISCAL IMPACT:
Approving the recommended action would award a construction contract to Cheloletty Engineering, Inc. in the amount of $206,587.50 and allocate sufficient funding in the 2023-2025 Operating Budget for this project. The existing budget for this project is $150,000 which is a combined total of the existing FY 2023-24 and 2024-25 Street Sidewalk Repair and Replacement Projects. The total project cost to construct and provide contingency for the project is estimated to be $227,246.25.
Item: 5
41 The attached proposed budget resolution would appropriate unallocated funds from the General Fund to provide the additional funding needed for the Street Sidewalk Repair and Replacement Project OPS-2023-01. The budget adjustment includes $56,587.50 to fulfill the construction agreement and a 10% contingency of $20,658.75. If adopted, the proposed budget resolution would increase funding for the 2023-2025 Operating Budget by $77,246.25, bringing the total funding available for the project to $227,246.25.
ATTACHMENTS:
1. Contract with Cheloletty Engineering, Inc.
2. Proposed Budget Resolution
3. Contractor’s Reference Check
4. Signed Title Sheet
Initiated By: Justin Kirk, Street Maintenance Administrator Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 5
42 Attachment 1
Item: 5
43 STREET SIDEWALK REPAIR AND REPLACEMENT PROJECT
(2024-091)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: E3A2D724-9B98-4FAA-BCB6-6209EE60DB3C Item: 5
44 City of Lake Forest
Section 00500 Contraction Contract
STREET SIDEWALK REPAIR AND REPLACEMENT PROJECT
I. SECTION 00500 CONSTRUCTION CONTRACT ................................ ........
Docusign Envelope ID: E3A2D724-9B98-4FAA-BCB6-6209EE60DB3C Item: 5
45 Title: STREET SIDEWALK REPAIR AND REPLACEMENT PROJECT 3 1. SECTION 00500 CONSTRUCTION CONTRACT
1.1. CONTRACT
THIS CONTRACT is made this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], in the County of Orange, State of California, by and between the City of Lake Forest hereinafter called City, and Cheloletty Engineering, Inc., hereinafter called Contractor. City and the Contractor for the considerations stated herein agree as follows:
1.2. SCOPE OF WORK
The Contractor shall perform all Work within the time stipulated the contract and shall provide all labor, materials, equipment, tools, utility services, and transportation to complete all of the Work required in strict compliance with the Contract Documents as specified in "COMPONENT PARTS OF THE CONTRACT" section below for the following Project:
STREET SIDEWALK REPAIR AND REPLACEMENT PROJECT , OPS-2023-01 The Contractor and its surety shall be liable to City for any damages arising as a result of the Contractor’s failure to comply with this obligation.
1.3. TIME FOR COMPLETION
The Work shall be commenced on the date stated in City’s Notice to Proceed. The Contractor shall complete all Work required by the Contract Documents within ninety (90) working days from the commencement date stated in the Notice to Proceed. By its signature hereunder, Contractor agrees the time for completion set forth above is adequate and reasonable to complete the Work.
1.4. CONTRACT PRICE
City shall pay to the Contractor as full compensation for the performance of the Contract, subject to any additions or deductions as provided in the Contract Documents, and including all applicable taxes and costs, the sum of TWO HUNDRED SIX THOUSAND FIVE HUNDRED EIGHTY-SEVEN DOLLARS AND FIFTY CENTS ($206,587.50). Payment shall be made as set forth in the General Conditions.
1.5. LIQUIDATED DAMAGES
In accordance with Government Code section 53069.85, it is agreed that the Contractor will pay City the sum of five hundred dollars ($500) for each and every calendar day of delay beyond the time prescribed in the Contract Documents for finishing the Work, as Liquidated Damages and not as a penalty or forfeiture. In the event that Liquidated Damages are not paid, the Contractor agrees City may deduct that amount from any money due or that may become due the Contractor under the Contract. This Article does not affect the City’s rights to other damages or remedies specified in the Contract Documents or allowed by law.
1.6. COMPONENT PARTS OF THE CONTRACT
The “Contract Documents” include the following:
Notice Inviting Bids
Docusign Envelope ID: E3A2D724-9B98-4FAA-BCB6-6209EE60DB3C Item: 5
46 Title: STREET SIDEWALK REPAIR AND REPLACEMENT PROJECT 4 Instructions to Bidders
Bid Form
Contractor’s Certificate Regarding Workers’ Compensation Bid Bond
Designation of Subcontractors
Information Required of Bidders
Noncollusion Declaration form
Iran Contracting Act Certification
Public Works Contractor Registration Certification
Contract
Performance Bond
Payment Bond
General Conditions
Special Conditions
Technical Specifications
Addenda
Plans and Drawings
Approved and fully executed change orders
Any other documents contained in or incorporated into the Contract The Contactor shall complete the Work in strict accordance with all of the Contract Documents.
All of the Contract Documents are intended to be complementary. Work required by one of the Contract Documents and not by others shall be done as if required by all. This Contract shall supersede any prior agreement of the parties.
1.7. PROVISIONS REQUIRED BY LAW
Each and every provision of law required to be included in these Contract Documents shall be deemed to be included in these Contract Documents. The Contractor shall comply with all requirements of applicable federal, state and local laws, rules and regulations, including, but not limited to, the provisions of the California Labor Code and California Public Contract Code which are applicable to this Project.
Docusign Envelope ID: E3A2D724-9B98-4FAA-BCB6-6209EE60DB3C Item: 5
47 Title: STREET SIDEWALK REPAIR AND REPLACEMENT PROJECT 5 1.8. INDEMNIFICATION
Contractor shall provide indemnification as set forth in the General Conditions.
1.9. PREVAILING WAGES
Contractor shall be required to pay the prevailing rate of wages in accordance with the Labor Code which such rates shall be made available at City Hall or may be obtained online at http//www.dir.ca.gov/dlsr. and which must be posted at the job site.
1.10. SIGNATURES
IN WITNESS WHEREOF, this Contract has been duly executed by the above-named parties, on the day and year above written.
Cheloletty Engineering, Inc.
By [VENDOR SIGNATURE 1]
Name: Ramiro Acevedo
Title: President
License No. [CONTRACTOR LICENSE NUMBER]
CITY OF LAKE FOREST
By [AUTHORIZED CITY SIGNATURE]
______________________________
Mark Tettemer
Mayor
By [VENDOR SIGNATURE 2]
Name: [Ramiro Acevedo
Title: [Secretary (Corporation or LLC)
(If Corporation, TWO SIGNATURES, President OR
Vice President AND Secretary OR Treasurer
REQUIRED)]
Attest:
[CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
Docusign Envelope ID: E3A2D724-9B98-4FAA-BCB6-6209EE60DB3C 1059918
Item: 5
48 Title: STREET SIDEWALK REPAIR AND REPLACEMENT PROJECT 6 [CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Approved as to Form:
[CITY ATTORNEY SIGNATURE]
__________________________________
Best Best & Krieger, LLP
City Attorney
Docusign Envelope ID: E3A2D724-9B98-4FAA-BCB6-6209EE60DB3C Item: 5
49 Attachment 2
Item: 5
50 RESOLUTION NO. 2024-
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF LAKE FOREST, CALIFORNIA, AMENDING
THE 2023-2025 OPERATING BUDGET; AMENDING
APPROPRIATIONS FOR FISCAL YEAR 2024-25
WHEREAS,
the 2023-2025 Operating Budget was adopted by the City
Council on June 20, 2023; and
WHEREAS, th
e appropriations for Fiscal Year 2024-25 were adopted by the City Council on June 4, 2024;
WHEREAS,
modifications are now required as a result of changes during Fiscal Year 2024-25.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE
FOREST DOES HEREBY RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:
Section 1. The City Council’s adoption of this Resolution is not a project within the meaning of the California Environmental Quality Act. Specifically, the City’s adoption of the Resolution is an administrative and fiscal function of the City that does not commit the City to any specific project or course of action. (State CEQA Guidelines, sections 15378(b)(4) & (b)(5).) Thus, no environmental review of the Resolution is required. The City Council hereby directs staff to prepare, execute and file with the Orange County Clerk a Notice of Exemption within five working days of the adoption of this Resolution.
Sec
tion 2. The General Fund is amended to increase appropriations for Fiscal Year 2024-25 as demonstrated in Exhibit A.
Section 3. The Director of Finance is hereby authorized to move appropriations between programs within program area budgets in concurrence with Department Directors.
Section 4. The City Manager is hereby authorized to transfer appropriations from one program area to another or between funds within the Operating Budget with notification to the City Council Audit Committee.
Section 5. The City Manager is hereby authorized to transfer appropriations from a capital improvement project to another existing project within the adopted Capital Improvement Program with notification to the City Council Audit Committee.
Item: 5
51 Section 6. The City Clerk shall attest as to the adoption and execution of this Resolution and cause the same to be maintained in the permanent records of the City.
PASSE
D, APPROVED AND ADOPTED this 17th day of September
2024, by the following vote, to wit:
ATTEST:
MARK TETTEMER
MAYOR
LISA BERGLUND
CITY CLERK
APPRO
VED AS TO FORM:
MATTHEW RICHARDSON
CITY ATTORNEY
Item: 5
52 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- was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 17th day of September 2024, by the following vote, to wit:
AYE
S: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
LISA BERGLUND
CITY CLERK
Item: 5
53 EXHIBIT A
AMENDMENT TO 2023-2025
OPERATING BUDGET
FISCAL YEAR 2024-25
APPROPRIATIONS
General Fund Operating Appropriations
Expenditure
Major Program
Area
Current
Budget
Increase
(Decrease) Amended
Budget
Infrastructure Maintenance
Services 12,617,487 77,247 $12,694,734
TOTAL $12 ,694,734
Item: 5
54 Attachment 3
Item: 5
55 Apparent Low Bidder: Contact #1: Cont act #2: Cont act #3:
Cheloletty
Engineering,
Inc. Riverside Transit Agency City of San Clemente City of Villa Park Name Rob Wyman Bel Cuhadar oglu Mahrooz I khani
Phone No. or Email [email protected] [email protected] [email protected]
QUESTION RESPONSE RESPONSE RESPONSE
1. Title and type of project
Concrete Repairs, Bus Stop Upgrades Catch Basin Rehab Sewer Lat eral Replacement
2. Contract Amount $305k, $156k $163k $18,800
3. Appr
oximate duration
4. Actual or estimated project completion date October 2023, Feb 2024 J an-23 A ug-22
5. Quali
ty of the work Very Good Very Good Very
Good
6. Similarity of the Project Very Good Very Good Very Good
7. Contractor’s relationship with agency representatives Very Good Very Good Very Good
8. Claims or stop notices No No Yes
9. Change order requests No Yes No
10. Agency’s desire to have contractor bid on future projects Yes Yes Yes
11. Additional Comments We were satisfied with the services they provided.
Street Sidewalk Rerpair and Replacement Project OPS-2023-01
1.5 mos 1.5 mos 2 weeks
Item: 5
56 Attachment 4
Item: 5
57 Item: 5
58 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/17/2024
DEPARTMENT: City Manager
SUBJECT:
FISCAL YEAR 2023-24 COMMUNITY DEVELOPMENT BLOCK GRANT
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT
RECOMMENDED ACTION(S):
Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING THE FY 2023-2024
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT FOR
THE CITY'S COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
EXECUTIVE SUMMARY:
The Community Development Block Grant ("CDBG") Consolidated Plan ("Consolidated Plan") is a five-year strategic plan that identifies priority housing and community needs and the City's activities to be carried out with CDBG funds to address these needs. Each year, the City Council adopts a CDBG expenditure plan known as the Annual Action Plan (Attachment 1). The Annual Action Plan identifies the specific programs and projects funded with CDBG resources that address priority community needs.
As a CDBG recipient, the City is required to submit annually a Consolidated Annual Performance Evaluation Report ("CAPER") to the U.S. Department of Housing and Urban Development ("HUD"). The CAPER (Attachment 2) is the City's year-end performance report that describes the City's progress and accomplishments utilizing its CDBG grant.
In Fiscal Year ("FY") 2023-24, the City received a CDBG grant totaling $520,784.
In addition, the City had prior-year unexpended funds ($752,481.57) and received $149,653.62 in program income generated from the repayment of housing rehabilitation loans. A total of $1,422,919.19 in CDBG funds were available for expenditure in FY 2023-24. These funds were allocated to public service grants, housing activities, paint grants, public facility improvements, and program administration.
In addition to CDBG, the City received two (in 2020 and 2021, respectively) CDBG-Coronavirus ("CDBG-CV") funding allocations totaling $862,153 as part of the Coronavirus Aid, Relief and Economic Security Act of 2020 ("CARES Act") to Item: 6
59 prevent, prepare for, or respond to the Coronavirus pandemic. Funding was allocated to assist local businesses impacted by the pandemic and to fund non- profit agencies providing rent and utility relief, food, and case management assistance to Lake Forest households impacted by the COVID-19 pandemic.
In April 2022, the City Council approved the reallocation of portions of the CDBG- CV grant to support public facility improvements aimed at preventing the spread of COVID-19 among the City's senior population. These activities were completed during the FY 2023-24 report period.
Approval of the CAPER has no fiscal impact. Upon the City Council's approval, the City will submit the CAPER to HUD by the September 28, 2024, deadline.
Staff recommend the City Council adopt the attached resolution approving the FY 2023-24 CDBG CAPER (Attachment 3) and authorize staff to submit the report to HUD.
BACKGROUND:
The City has been a recipient of CDBG funding since 1994. Through FY 2023- 24, the City has received a total of $13,656,720.00 in CDBG funding. CDBG is a formula grant allocated to local governments to develop viable urban communities by providing or supporting decent housing, a suitable living environment, and expanding economic opportunities principally for low- and moderate-income persons. These funds have been utilized for various housing, neighborhood improvement, and social service programs that benefit the City's low- to moderate-income residents. Specific projects initiated or completed in FY 2023-24 include neighborhood park improvements, the Housing Rehabilitation Loan and Neighborhood Pride Paint Grant programs, and various public services programs.
To receive the annual grant, the City must complete the following:
1. Adopt a Consolidated Plan.
The Consolidated Plan sets goals and objectives guiding the City's CDBG funding priorities over five years. The City Council adopted the 2020-2024 Consolidated Plan on June 16, 2020. The Consolidated Plan objectives are summarized below:
• Rehabilitate the City's existing single-family housing stock, including mobile homes;
• Conserve the existing supply of affordable housing;
Item: 6
60 • Provide supportive housing and services for the homeless and those at risk of becoming homeless;
• Provide needed community services and infrastructure improvements benefiting low and moderate-income persons and those with special needs.
2. Submit an Annual Action Plan to HUD each year.
The Annual Action Plan outlines how the City will spend its CDBG funds to address the goals and objectives in the City's Consolidated Plan. The City Council adopted the FY 2023-24 Annual Action Plan (Year 4 of the five-year Consolidated Plan cycle) on May 3, 2023, and subsequently submitted it to HUD by the May 16, 2023, deadline.
3. Submit a CAPER within 90 days from the close of a jurisdiction's program year (September 28 of each year).
The CAPER provides a progress report regarding the most recently completed fiscal year. The report details how the CDBG grant assisted the City in meeting the goals and objectives outlined in the 2020-2024 Consolidated Plan.
DISCUSSION:
As required for the CDBG program, the City established objectives for meeting its housing and other community needs in the 2020-2024 Consolidated Plan. The CAPER's purpose is to document the City's CDBG program progress and accomplishments in FY 2023-24. The FY 2023-2024 CAPER is the fourth reporting year for the 2020-2024 Consolidated Plan. The City's annual achievements identified in the CAPER are linked to the Consolidated Plan's five- year goals.
Revenues and Expenditures
CDBG revenues received by the City in FY 2023-24 include the grant and program income in the form of housing rehabilitation loan repayments. The City also utilized unspent prior year funds. A summary of FY 2023-24 revenues and expenditures reported in the CAPER is provided in Tables 1 and 2 below:
Table 1: FY 2023-2024 CDBG Funds Summary
FY 2023-24 ALLOCATION: $520,784.00
PRIOR YEAR UNSPENT FUNDS: $752,481.57
PROGRAM INCOME: $149,653.62
TOTAL CDBG FUNDS: $1,422,919.19
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61 Table 2: FY 2023-2024 CDBG Expenditure Summary
PUBLIC SERVICE GRANTS: $71,672.47
HOUSING REHABILITATION LOAN & NEIGHBORHOOD
PRIDE PAINT GRANT PROGRAMS: $226,875.15
CAPITAL IMPROVEMENTS PROJECTS: $418,207.41
PROGRAM ADMINISTRATION: $78,385.54
* TOTAL CDBG EXPENDITURE: $795,140.57
* The difference between "Total CDBG Funds" and "Total CDBG Expenditures" is unspent or "uncommitted prior year CDBG funds". Uncommitted funds will be committed to eligible activities as part of a future Annual Action Plan.
The City continued to expend CDBG-CV funds during the reporting period. The City is required to expend 100 percent of CDBG-CV funds by August 14, 2026.
Through the end of FY 2023-24, the City has spent approximately 90% of CDBG- CV funds. Tables 3 and 4 show FY 2023-24 CDBG-CV funding and expenditures, respectively.
Table 3: CDBG-CV Fund Summary
CDBG-CV ALLOCATION ROUND 1: $302,281
CDBG-CV ALLOCATION ROUND 3: $559,872
* TOTAL CDBG-CV FUNDS: $862,153
* CDBG-CV Round 2 funds were allocated to states.
Table 4: CDBG-CV Expenditure Summary
CDBG-CV PUBLIC SERVICES: $291,430.14
CDBG-CV ADMINISTRATION: $50,114.00
CDBG-CV OTHER LOW/MOD ACTIVITIES (Senior Patio) $501,383.70 TOTAL CDBG-CV FUNDS EXPENDED (over 4 years): $842,927.84 Completed and Ongoing Activities
The activities undertaken during FY 2023-24 are consistent with the Annual Action Plan the City Council approved in May 2023. Specific CDBG-funded program accomplishments are summarized in Table 1 of the Draft FY 2023-24 CAPER (Attachment 2). A summary of completed activities follows:
• Public Service Grants: CDBG-funded assistance ($71,672.47) was provided to benefit 2,900 individuals through various public services.
Seven (7) nonprofit organizations provided services to eligible Lake Forest residents. Services included food pantries, primary health care services, case management services for seniors, and daycare for seniors with Alzheimer's, dementia, and disabilities. Additional funding aided households at risk of becoming homeless and those already homeless.
Item: 6
62 • Housing Rehabilitation: 8 income-qualified homeowners received loans and completed needed home repairs and improvements (e.g., roofing, plumbing, electrical, and flooring) through the City's Housing Rehabilitation Loan Program. Expenditure for this activity totaled $193,175.15. • Neighborhood Pride Paint Grants: Grant funds were provided to qualified homeowners to assist with painting the exterior of their residences. Six (6) homeowners were assisted during the reporting period with a total of $33,700 of CDBG funding.
• Affordable Housing: A significant portion of the City's CDBG funding ($465,703) was allocated to expand the City's supply of affordable housing. During the reporting period, staff worked with a nonprofit on the acquisition of an affordable housing project. City staff anticipates the project will be completed during the FY 2024-25 reporting period. • Public Facility Improvements: Prior year projects were underway during the reporting period, which included: improvements at El Toro Park, ADA Sidewalk Curb Ramps Phases 13 and 14, the Senior Center Patio Cover Project, and the Accessible Pedestrian Signals (“APS”) Project. CDBG funding utilized for these projects during the reporting period totaled $418,207.41
• Program Administration: Staff administered the CDBG program consistent with HUD guidelines, including the following activities: Preparation of the 2024-2025 Annual Action Plan and implementation of the 2023-2024 Annual Action Plan, including financial grant management, sub-recipient program monitoring, environmental reviews, CAPER preparation, and management of HUD's Integrated Disbursement and Information System ("IDIS") for activity and financial reporting. The City is allowed to allocate up to 20 percent of the annual grant funds for program administration. FY 2023-24 expenditures for this activity totaled $78,385.54.
Several narratives and tables in the CAPER provide summaries of FY 2023-24 accomplishments; however, Attachment 1 of the CAPER (comprised of two IDIS reports) comprehensively summarizes funding, expenditure, and accomplishments for each CDBG-funded activity. As previously noted, the City continued to expend CDBG-CV during the FY 2023-24 reporting period. These expenditures are summarized below:
• Public Services: During the previous reporting period, two agencies used CDBG-CV funds to provide rent, utility, and food assistance to households impacted by the COVID-19 pandemic. Additionally, CDBG-CV funding was used to support meals and transportation services for seniors.
Item: 6
63 Cumulatively, these agencies assisted 522 Lake Forest residents during the reporting period.
• Public Facility Improvements: The City's CDBG-CV funding plan allocated resources to purchase packaged food for seniors and equipment for the Senior Center Clubhouse. Both served to prevent the spread of coronavirus. Subsequent to the April 2022 reallocation of CDBG-CV funds, the Public Works Department began designing the patio cover to expand outdoor recreation and meeting space at the Senior Center Clubhouse. A total of $501,383.37 has been expended.
• Program Administration: Administrative resources were required to manage subrecipients, coordinate expenditures with the City's Finance Department, and prepare required reports. HUD allows up to 20 percent of grant funds for administration. To date, the City has utilized $50,114 in program administration expenditures.
Attachment 1 of the CAPER provides comprehensive summaries of funding, expenditure, and accomplishments for each CDBG-CV and super-funded activities.
As HUD regulations require, the City published a notice inviting public review of the CAPER and comments. The required 15-day review period began on September 3, 2024, and concludes on September 18, 2024. As of the writing of this report, the City has not received public comments. Staff recommend the City Council adopt the attached resolution approving the FY 2023-2024 CDBG CAPER and authorize staff to submit the report to HUD.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
1. FY 2023-24 CDBG AAP
2. Draft FY 2023-24 CDBG CAPER
3. Draft City Council Resolution Approving FY 2023-24 CDBG CAPER Initiated By: Adrian Grijalva, Economic Development/Housing Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
Item: 6
64 ATTACHMENT 1
Item: 6
65 2023-2024
May 2, 2023
CDBG
Annual
Action
Plan
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TABLE OF CONTENTS
Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)................................ ................................ ...... 1 PR-05 Lead & Responsible Agencies – 91.200(b) ................................ ................................ .................. 3 AP-10 Consultation – 91.100, 91.200(b), 91.215(l) ................................ ................................ ............... 4 AP-12 Participation – 91.105, 91.200(c) ................................ ................................ ............................. 12 Expected Resources
AP-15 Expected Resources – 91.220(c) (1, 2) ................................ ................................ ...................... 13 Annual Goals and Objectives
AP-20 Annual Goals and Objectives - 91.420, 91.220(c)(3)&(e ) ................................ .......................... 16 AP-35 Projects – 91.220(d) ................................ ................................ ................................ ................. 18 AP-38 Projects Summary................................ ................................ ................................ .................... 19 AP-50 Geographic Distribution – 91.220(f) ................................ ................................ ......................... 26 Affordable Housing
AP-55 Affordable Housing – 91.220(g) ................................ ................................ ............................... 27 AP-60 Public Housing – 91.220(h) ................................ ................................ ................................ ...... 28 AP-65 Homeless and Other Special Needs Activities – 91.220(i) ................................ ......................... 29 AP-75 Barriers to affordable housing – 91.220(j) ................................ ................................ ................ 31 AP-85 Other Actions – 91.220(k) ................................ ................................ ................................ ........ 32 Program Specific Requirements ................................ ................................ ................................ ............. 35
Attachments:
1. Summary of Prior Accomplishments
2. Public Notices and Summary of Public Comments
3. CDBG Low-Moderate Income Areas
4. Analysis of Impediments to Fair Housing Plan
Certifications and SF-424/SF-424D
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Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction
The 2023-2024 Annual Action Plan for the City of Lake Forest satisfies the requirements to receive Community Development Block Grant (CDBG) funds from the U.S. Department of Housing and Urban Development (HUD). The CDBG program was created by the Housing and Community Development Act (HCDA) of 1974. The primary objective of the CDBG program is to develop viable urban communities by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low- and moderate-income.
Regulations governing the CDBG program require that each activity undertaken with CDBG funds must meet one of the three national objectives:
• Benefit low- and moderate-income persons
• Aid in the prevention or elimination of slums and blight, or • Meet a community development need having a particular urgency (i.e., federally declared disaster)
As a recipient of CDBG funds, the City must prepare a five-year strategic plan that identifies housing and community needs, prioritizes these needs, and develops a strategic plan to address priority needs. This document is called the Consolidated Plan. The City’s current Consolidated Plan covers the fiscal years of 2020-21 to 2024-25. On an annual basis, the City prepares an expenditure plan that identifies the specific activities it will undertake with its annual CDBG allocation to meet the priority needs identified in the Consolidated Plan. Fiscal Year (FY) 2023-24 is the fourth year of the current Consolidated Plan cycle.
HUD has announced funding allocations for FY 2023-24. The City will receive $520,784 in CDBG funds for FY 2023-24 – $11,042 (2.2%) more than the City’s current year CDBG allocation. Additionally, program income received during the year will be available for programming.
2. Summarize the objectives and outcomes identified in the Plan The City of Lake Forest City Council approved the 2020-2024 Consolidated Plan in June 2020. The following Consolidated Plan objectives and outcomes were adopted in the plan. Corresponding annual accomplishment goals for FY 2023-24 are also listed below:
• Infrastructure and Facility Improvements: Improve public infrastructure and facilities that benefit 7,500 low- and moderate-income residents. FY 2023-24 Goal: Project and location to be determined
• Affordable Housing: Improve or expand the supply of housing affordable to 40 lower-income households. FY 2023-24 Goal: Rehab 11 housing units
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• Public Services: Provide access to public social services for 8,000 low- and moderate-income persons. FY 2023-24 Goal: benefit 2,400 low- and moderate-income residents • Homeless Continuum of Care: Provide access to housing and supportive services for 2,680 persons at risk of becoming homeless or that are homeless. FY 2023-24 Goal: benefit 1,385 low- and moderate-income residents
• Administration and Planning: Provide CDBG program oversight and coordination, and fair housing services to 450 households. FY 2023-24 Goal: 95 households residents assisted (fair housing services)
3. Evaluation of past performance
FY 2022-23 (the current fiscal year) is the third year of the City’s 2020-2024 Consolidated Plan cycle.
Most planned activities will be completed by June 30, 2023. A table summarizing the City’s Consolidated Plan goals over two completed years (FY 2020-21 through FY 2021-22) is provided as Attachment 1.
4. Summary of Citizen Participation Process and consultation process City staff encouraged residents and local and regional organizations to review the 2023–2024 Annual Action Plan. There were several opportunities for City residents and agencies/organizations to offer input into the Consolidated Plan process, as noted below:
• A draft of the Consolidated Plan was made available for a 30-day public comment period from March 31 to May 1, 2023.
• The City Council held a public hearing on May 2, 2023, to obtain public comments regarding the Annual Action Plan.
5. Summary of public comments
A summary of comments received can be found in Attachment 2.
6. Summary of comments or views not accepted and the reasons for not accepting them A summary of comments received can be found in Attachment 2.
7. Summary
The Consolidated Plan is a strategic plan that utilizes data and public input to determine priority housing and community needs. The Annual Action Plan is the expenditure plan for using CDBG funds to address identified priorities. The City’s overall objective for the CDBG program is to create a viable community by providing decent housing, a suitable living environment, and economic opportunities, principally for low- and moderate-income persons. To accomplish this objective, the City of Lake Forest will utilize $520,784 in CDBG funds and program income during FY 2023-24 to carry out various eligible activities.
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PR-05 Lead & Responsible Agencies – 91.200(b)
1. Agency/entity responsible for preparing/administering the Consolidated Plan Agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source.
Agency Role Name Department/Agency
CDBG Administrator LAKE FOREST Community Development
Table 1 – Responsible Agencies
Narrative (optional)
The Community Development Department oversees the City’s CDBG program, including preparing the Consolidated Plan, Annual Action Plans, and year-end performance reports (Consolidated Annual Performance and Evaluation Report or CAPER).
Consolidated Plan Public Contact Information
Ron Santos, Senior Planner
100 Civic Center Drive, Lake Forest, CA 92630
(949) 461-3449 (phone) / [email protected]
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AP-10 Consultation – 91.100, 91.200(b), 91.215(l)
1. Introduction
The consolidated planning process requires jurisdictions to contact and consult with other public and private agencies when developing the Consolidated Plan. The plan must include a summary of the consultation process, including identifying the agencies that participated in the process. Jurisdictions must also summarize their efforts to enhance coordination between public and private agencies.
Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(l))
To enhance coordination between public and assisted housing providers and private and governmental health, mental health, and service agencies, the City of Lake Forest took the following actions:
• The Community Development Department, acting as the lead agency, met with various City departments and consulted with outside agencies to gain input on annual needs, enhance coordination of services, prevent duplication of services, and resolve issues within the interagency institutional structure.
• The City of Lake Forest collaborates with the County to obtain input on assisted housing programs. Specifically, the City works with and supports the Orange County Housing Authority’s (OCHA) administration of the Housing Choice Voucher Program, which provides housing subsidies to qualified lower-income renters.
• To strengthen the private sector's housing delivery system, the City encourages private housing developers to include affordable units in multi-family housing developments within Lake Forest. The City will also continue cooperating with local nonprofit housing organizations to identify and provide housing opportunities for lower-income households. • Orange County has a broad spectrum of public and nonprofit social service providers that address the needs of the region’s residents. Through the annual CDBG public service grant funding process, City staff can ascertain the services City residents require (e.g., senior services, youth services, services for the near homeless and those already homeless) and develop partnerships with local agencies to ensure the delivery of quality services. • The City of Lake Forest's economic development program coordinates business activities and employment programs with community organizations such as the Lake Forest Chamber of Commerce and the Orange County One-Stop Center.
Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness.
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Coordinating Orange County’s Continuum of Care (OC-CoC) planning process is led by 2-1-1 Orange County and the OC Community Services Department. This nonprofit-public partnership helps ensure comprehensive, regional coordination of efforts and resources to reduce the number of homeless and persons at risk of homelessness throughout Orange County. This partnership serves as the regional coordinator of the year-round CoC planning process and regional homeless system of care.
The City supports the CoC planning process by providing information regarding the activities it will fund to address local homeless issues. The OC-CoC used this information to prepare the regional application to HUD for Homeless Assistance Grant funds. City staff will also expedite certifications of consistency with the Consolidated Plan and other forms of support for the OC-CoC. Additionally, the City supports and participates in the biennial Point-In-Time Survey of the region’s homeless.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate outcomes of projects and activities assisted by ESG funds, and develop funding, policies and procedures for the operation and administration of HMIS The City does not receive Emergency Solutions Grant (ESG) funds; therefore, it does not help the OC-CoC determine ESG allocations, evaluate the outcomes, or develop policies and procedures for administering the regional Homeless Management Information System (HMIS).
2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies and other entities (see Table 2):
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Table 2 – Agencies, groups, organizations who participated 1 Agency/Group/Organization Orange County Housing Authority Agency/Group/Organization Type PHA
What section of the Plan was addressed by Consultation? Housing Need Assessment Public Housing Needs
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding households receiving HUD rental assistance and households on the waitlist for housing assistance 2 Agency/Group/Organization 211 Orange County
Agency/Group/Organization Type Regional organization
Planning organization
What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
Homeless Management Information System (HMIS)
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding regional homeless, housing/service gaps for the homeless, and HMIS management
3 Agency/Group/Organization Fair Housing Council of Orange County Agency/Group/Organization Type Service-Fair Housing
What section of the Plan was addressed by Consultation? Impediments to Fair Housing Item: 6
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Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided data regarding fair housing issues in the community and input on impediments to fair housing, and assisted in developing action steps to address impediments to fair housing
4 Agency/Group/Organization Age Well Senior Services
Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by Consultation? Housing Need Assessment Non-Homeless Special Needs
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the housing and service needs of seniors, including homebound seniors
5 Agency/Group/Organization Families Forward
Agency/Group/Organization Type Services - Housing
Services-Homeless
What section of the Plan was addressed by Consultation? Homeless Needs - Families with children Homelessness Strategy
Anti-poverty Strategy
Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding housing and service needs of homeless families and families at risk of becoming homeless
6 Agency/Group/Organization Family Assistance Ministry
Agency/Group/Organization Type Services - Housing
Services-Homeless
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What section of the Plan was addressed by Consultation? Homeless Needs - Families with children Homelessness Needs - Veterans
Homelessness Strategy
Anti-poverty Strategy
Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding housing and service needs of homeless households and households at risk of becoming homeless
7 Agency/Group/Organization South County Outreach
Agency/Group/Organization Type Services - Housing
Services-Homeless
What section of the Plan was addressed by Consultation? Anti-poverty Strategy Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the needs of lower-income households, specifically individuals/households at risk of becoming homeless 8 Agency/Group/Organization Camino Health Center
Agency/Group/Organization Type Services-Health
What section of the Plan was addressed by Consultation? Anti-poverty Strategy Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding medical/dental service needs of the community, including homeless individuals
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9 Agency/Group/Organization Mercy House Transitional Living Centers Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by Consultation? Homelessness Strategy Homeless Needs - Chronically homeless
Homelessness Needs – Veterans
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the needs of chronically homeless individuals
10 Agency/Group/Organization Alzheimer’s Orange County
Agency/Group/Organization Type Services-Elderly Persons Services-Persons with Disabilities
What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the service needs of seniors with Alzheimer’s and other forms of dementia and disabilities 11 Agency/Group/Organization County of Orange
Agency/Group/Organization Type Other government - County What section of the Plan was addressed by Consultation? Regional program information Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Various county departments provided information regarding public health, public safety, and housing programs
12 Agency/Group/Organization Vocational Visions
Agency/Group/Organization Type Services-Persons with Disabilities Item: 6
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What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Economic development
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding the needs of adults with developmental disabilities
13 Agency/Group/Organization Boys and Girls Club of Laguna Beach Agency/Group/Organization Type Services-Children
What section of the Plan was addressed by Consultation? Anti-poverty Strategy Needs of Low/Mod persons
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Provided input regarding childcare needs for lower-income households
Identify any Agency Types not consulted and provide rationale for not consulting The City consulted with various agencies serving Lake Forest residents and the region. No agency types were explicitly excluded from the consultation process.
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Other local/regional/state/federal planning efforts considered when preparing the Plan Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan?
Continuum of Care 211-Orange County Addresses issues pertaining to homelessness, including the 2022 Homeless Point-in-Time Survey
5-Year Plan & 1-Year Public Housing
Authority (PHA) Plan Orange County Housing Authority Agency plans and policies related to providing rental assistance for very low-income households
Housing Element City of Lake Forest City policies and goals for the preservation and expansion of the City’s housing stock
Capital Improvement Budget City of Lake Forest Includes a multi-year plan for the use of CDBG funds for capital projects
Analysis of Impediments to Fair Housing Orange County HUD Grantee Cities and the County of Orange
The countywide document identifies fair housing
impediments within participating cities and outlines
a plan to address issues
Table 3 – Other local / regional / federal planning efforts
Narrative (optional)
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AP-12 Participation – 91.105, 91.200(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting
The City of Lake Forest offered several opportunities for participation and comment throughout the Annual Action Plan preparation process. The City’s Citizen Participation Plan outlines the City’s process to obtain public participation in developing the Annual Action Plan (AAP) and other facets of the CDBG Program. Action steps include a 30-day public review of the Action Plan and a public hearing before the City Council. The Public notice and a summary of public comments are provided in Attachment 2.
Citizen Participation Outreach
Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of
response/attendance
Summary of
Comments received
Summary of comments
not accepted and
reasons
URL (If applicable)
1 Internet
Outreach
Nonprofits Notification of
availability of CDBG
funding for FY 23-24
NA NA NA
2 Newspaper Ad
Non-
targeted/broad
community
Notice regarding the
30-day public review
period (3/31/23 to
5/1/23) and public
hearing
See Attachment 2 None NA
3 Public Hearing
Non-
targeted/broad
community
5/2/23 City Council
public hearing to
review the draft
Action Plan and
receive public
comment
See Attachment 2 None NA
Table 4 – Citizen Participation Outreach
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Expected Resources
AP-15 Expected Resources – 91.220(c) (1, 2)
Introduction
Fluctuations in annual CDBG allocations make it challenging to determine anticipated resources for five years; however, based on recent allocations, the City expects to receive approximately $500,000 annually in CDBG funding for a five-year total of $2,500,000. The City uses CDBG funds for housing preservation activities, public improvements, public services, and administrative costs.
HUD has announced that the City will receive $520,784 in CDBG funds for FY 2023-2024. Additional resources for the year include program income received during the fiscal year generated by the repayment of previously funded housing rehabilitation loans. The City anticipates that the County of Orange will continue to administer the federal rental assistance program in Lake Forest, assisting approximately 165 households per year. The City will continue its efforts to leverage CDBG funds with other federal, state, and local funds.
Anticipated Resources
Program Source
of
Funds
Uses of Funds Expected Amount Available Year 4 Expected Amount
Available
Remainder
of ConPlan
$
Narrative Description
Annual
Allocation:
$
Program
Income: $
Prior Year
Resources:
$
Total:
$
CDBG Public-
federal
Acquisition
Admin and
Planning
Economic
Development
Housing
Public
Improvements
Public Services 520,784 0 0 520,784 500,000
CDBG annual allocation,
prior year funds, and
projected loan
repayments
Table 5 - Expected Resources – Priority Table
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Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied
The City has identified other resources that may be available to carry out activities that address the goals of the Consolidated Plan:
• OCHA reports that as of January 2022, 167 Lake Forest households receive rental assistance. The City anticipates that OCHA will provide rental assistance to 165 Lake Forest households during FY 2023-2024. • The City may use local or state resources to fund homeless outreach activities during FY 2023-2024. • The City does not have an inclusionary housing program; however, the Housing Element indicates the City will encourage developers to include a minimum of 15 percent affordable units within their housing projects. Alternatively, developers may pay an in-lieu fee instead of constructing affordable units. The City will negotiate an agreement with a developer to ensure units are built or collect the in-lieu fee.
CDBG does not require matching funds.
If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan
The City of Lake Forest Housing Authority owned assets formerly held by the Lake Forest Redevelopment Agency. The Housing Authority sold a tax-defaulted vacant parcel purchased from the County of Orange (“Mamie Thomas Parcel”) to the City on August 16, 2022. The City Council approved the property purchase via Quitclaim Deed and by a Certificate of Acceptance and authorized the City Manager to transfer the purchase price of $310,000 from the City's General Fund to the Housing Authority's Housing Asset Fund. The Housing Authority will use these funds to support future affordable housing activities.
The City approved the construction of a 71-unit apartment project for seniors earning less than 60% of the area median income. The “Mountain View” project is located at 24551 Raymond Way. Twelve units will serve as supportive housing for formerly homeless seniors with special needs.
The project is currently under construction and is expected to be completed in 2023. A second project, Portola Senior Apartments (931 Portola Oaks Drive), is also under construction. The project includes 57 one-bedroom senior apartment units that will be affordable for seniors aged 62 plus earning 50% or less of the area median income. The project will offer amenities and support services to help increase senior residents' financial and housing stability. Completion of the Portola Senior Apartments is anticipated in the Fall of 2023.
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Discussion
Funding resources to implement the City’s Consolidated Plan are limited. The City anticipates that fluctuations in CDBG funding will continue.
HUD has begun to invest additional resources into housing assistance vouchers and certificates, and OCHA has aggressively pursued these new resources. The City will support OCHA’s efforts to secure new rental assistance resources. As other resources become available (e.g., Housing Authority, general fund, or state funds), the City will explore opportunities to expend these funds to support the goals and objectives of the Consolidated Plan (e.g. homeless outreach services).
Item: 6
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Annual Goals and Objectives
AP-20 Annual Goals and Objectives - 91.420, 91.220(c)(3)&(e ) Goals Summary Information
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
1 Infrastructure and
Facility
Improvements
2023 2024 Non-Housing
Community
Development
Citywide Public
Improvements
CDBG:
$138,669
Public Facility or Infrastructure
Activities other than
Low/Moderate Income Housing
Benefit: Persons Assisted TBD
2 Housing
Preservation
2023 2024 Affordable Housing Citywide Affordable Housing CDBG:
$200,000
Homeowner Housing
Rehabilitated: 11 Household
Housing Unit
3 Public Social
Services
2023 2024 Non-Homeless
Special Needs
Low & Moderate-
income Households
Citywide Public Services CDBG:
$35,000
Public service activities other than
Low/Moderate Income Housing
Benefit: 2,400 Persons Assisted
4 Homeless
Continuum of Care
2023 2024 Homeless Citywide Homeless Support
Services and
Housing
CDBG:
$43,115
Public service activities other than
Low/Moderate Income Housing
Benefit: 1,368 Persons Assisted
Homelessness Prevention:
17 Persons Assisted
5 Program
Administration
2023 2024 Administration Citywide Administration and
Planning
CDBG:
$104,000
Other: 95 Other
Table 6 – Goals Summary
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Goal Descriptions
1 Goal Name Infrastructure and Facility Improvements
Goal
Description
Improve and expand public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
2 Goal Name Housing Preservation
Goal
Description
Loans and grants to improve owner-occupied housing or expand the supply of housing affordable to lower-income households
3 Goal Name Public Social Services
Goal
Description
Provide or improve access to public social services for low- and moderate-income persons and persons with special needs
4 Goal Name Homeless Continuum of Care
Goal
Description
A continuum of supportive and housing services for the homeless and households at risk of homelessness 5 Goal Name CDBG Program Administration
Goal
Description
CDBG program oversight and coordination, including fair housing services Table 7 – Goal Descriptions
Estimate the number of extremely low-income, low-income, and moderate-income families to whom the jurisdiction will provide affordable housing as defined by HOME 91.215(b):
The City is not a participating jurisdiction in the HUD HOME program; however, an estimated 11 households will be assisted with CDBG-funded housing rehabilitation during FY 2023-24.
Item: 6
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AP-35 Projects – 91.220(d)
Introduction
The activities to be undertaken during FY 2023-24 are summarized below. Most activities identified will be completed by June 30, 2024.
# Project Name
1 CDBG Administration
2 Housing Rehabilitation Loans
3 Paint Program Grants
4 Age Well Senior Services
5 Alzheimer’s Orange County
6 Camino Health Center
7 Fair Housing Council of OC
8 Families Forward
9 Family Assistance Ministry
10 South County Outreach
11 Vocational Visions
12 ADA Sidewalk Curb Ramps
Table 8 – Project Information
Describe the reasons for allocation priorities and any obstacles to addressing underserved needs
The City recognizes that special needs populations (i.e., seniors, disabled, and households with extremely low-income) are more likely to become homeless because they have limited income or other issues that require supportive housing or services; therefore, the City considers supportive services a high priority.
The City anticipates that the greatest obstacle to meeting the underserved needs of these special needs populations will be a lack of financial resources for both supportive services and housing. A common need reported by service providers is affordable housing. Increasing rents, and reductions to the Housing Choice Voucher Program and other housing programs, can impact the City's ability to support affordable housing opportunities for extremely low- and very low-income households.
Item: 6
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Projects
AP-38 Projects Summary
Project Summary Information
Table 9 – Project Summary
1 Project Name CDBG Administration
Target Area Citywide
Goals Supported CDBG Program Administration
Needs Addressed Program Administration
Funding CDBG: $96,500
Description CDBG program oversight and coordination
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
NA
Location Description 100 Civic Center, Lake Forest CA (City Hall) Planned Activities CDBG program oversight and coordination, including public service grant management, preparation of reports, and IDIS management 2 Project Name Housing Rehabilitation Loans
Target Area Citywide
Goals Supported Housing Preservation
Needs Addressed Affordable Housing
Funding CDBG: $165,000 (plus program income received during the year) Description Housing rehabilitation loans for owner-occupied housing units Item: 6
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Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
6 low- and moderate-income households
Location Description Citywide
Planned Activities Loans to rehabilitate owner-occupied housing units funded with entitlement funds and program income received during the year
3 Project Name Paint Program Grants
Target Area Citywide
Goals Supported Housing Preservation
Needs Addressed Affordable Housing
Funding CDBG: $35,000
Description Grants to assist homeowners in painting the exterior of their home Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
5 low- and moderate-income homeowners
Location Description Citywide
Planned Activities Grants to homeowners to paint the exterior of their home 4 Project Name Age Well Senior Services
Target Area Citywide
Goals Supported Public Services
Needs Addressed Public Services
Funding CDBG: $7,500
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Description In-home support services for home-bound seniors Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
20 Seniors and frail elderly
Location Description Citywide
Planned Activities Case management and in-home support services for home-bound seniors and frail elderly
5 Project Name Alzheimer’s Orange County
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $5,000
Description Adult day services
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
23 seniors and disabled adults
Location Description Citywide
Planned Activities Adult daycare and ancillary services for seniors and adults with Alzheimer’s, other forms of dementia, and disabilities
6 Project Name Camino Health Center
Target Area Citywide
Goals Supported Public Social Services
Item: 6
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Needs Addressed Public Services
Funding CDBG: $15,000
Description Low-cost medical services
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
2,330 Individuals
Location Description 22481 Aspen St., Suite A, Lake Forest CA Planned Activities Reduced cost medical services for low- and moderate-income persons 7 Project Name Fair Housing Council of OC
Target Area Citywide
Goals Supported CDBG Program Administration
Needs Addressed Program Administration
Funding CDBG: $7,500
Description Fair housing services
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
320 Individuals (95 households)
Location Description Citywide
Planned Activities Fair housing outreach, education, enforcement services, and enhanced mediation services due to the lifting of the eviction moratorium
8 Project Name Families Forward
Target Area Citywide
Item: 6
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Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $16,115
Description Support services for at-risk and homeless families with children Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
23 homeless persons
Location Description Citywide
Planned Activities Case management for homeless families with children and families with children that are at risk of becoming homeless
9 Project Name Family Assistance Ministry
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $10,000
Description Housing and services for households at risk of homelessness or that are homeless Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
1,000 lower-income individuals (992 with support services and 8 with rent or utility assistance)
Location Description Citywide
Planned Activities Case management, food assistance, rental or utility assistance, and case management for households at risk of homelessness or that may be homeless Item: 6
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10 Project Name South County Outreach
Target Area Citywide
Goals Supported Homeless Continuum of Care
Needs Addressed Homeless Support Services and Housing
Funding CDBG: $17,000
Description Homelessness prevention assistance
Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
362 low- and moderate-income persons (353 with food pantry services and 9 with rent or utility assistance)
Location Description 7 Whatney St. B, Irvine CA
Planned Activities Foodbank services, including case management - services also include emergency rent and utility assistance to prevent eviction or termination of services 11 Project Name Vocational Visions
Target Area Citywide
Goals Supported Public Social Services
Needs Addressed Public Services
Funding CDBG: $7,500
Description Community integration employment services for adults with developmental disabilities Target Date 6/30/2024
Estimate the number and type of families that
will benefit from the proposed activities
27 adults with developmental disabilities
Location Description 26041 Pala, Mission Viejo CA
Item: 6
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Planned Activities Job development for services for adults with developmental disabilities 12 Project Name ADA Sidewalk Curb Ramps
Target Area Citywide
Goals Supported Public Improvements and Public Facilities Needs Addressed Non-Housing Community Development
Funding CDBG: $138,669
Description Installation of sidewalk curb ramps that comply with current ADA regulations Target Date 6/30/2025
Estimate the number and type of families that
will benefit from the proposed activities
Individuals with a disability reside in the project area – To be determined Location Description Funds will be used to supplement prior funded phases Planned Activities Installation of sidewalk curb ramps that comply with current ADA regulations. Funds will supplement prior funded phases of the City’s ADA curb ramp update program.
Item: 6
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AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed For FY 2023-24, CDBG funds will support citywide activities for eligible households regardless of where they live in Lake Forest. No “area-wide” activities are planned for FY 2023-24; however, a list of CDBG- eligible Census Tract Block Groups is provided in Attachment 3.
Geographic Distribution
Target Area Percentage of Funds
CDBG Target Areas 0
Citywide 100
Table 10 - Geographic Distribution
Rationale for the priorities for allocating investments geographically The City does not explicitly allocate CDBG funds on a geographic basis; instead, funds are allocated to meet lower-income households' needs regardless of where they reside in the City. The City prioritizes using its CDBG funding to preserve affordable housing for lower-income households (via rehabilitation) and help prevent homelessness or assist those already homeless. These activities are carried out on a citywide basis.
CDBG-funded infrastructure and facility improvements are typically undertaken within Low- and Moderate-Income areas with a higher percentage of lower-income residents (see Attachment 3 for a list of the City’s CDBG-eligible areas). Some infrastructure/facility improvement projects may be undertaken outside the low- and moderate-income regions; such projects are typically limited to those that address ADA regulations.
Discussion
CDBG funds will fund programs that serve lower-income Lake Forest residents regardless of where they live in the City. For FY 2023-24, CDBG funds will benefit residents citywide.
Item: 6
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Affordable Housing
AP-55 Affordable Housing – 91.220(g)
Introduction
Although the Consolidated Plan and Action Plan focuses on the community's affordable housing needs, the City's only HUD funding source is CDBG. HUD regulations prohibit the use of CDBG to construct new housing; however, the City will allocate funds to preserve existing housing that is affordable to lower- income homeowners.
One Year Goals for the Number of Households to be Supported Homeless 0
Non-Homeless 11
Special-Needs 0
Total 11
Table 11 - One Year Goals for Affordable Housing by Support Requirement
One Year Goals for the Number of Households Supported Through Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 11
Acquisition of Existing Units 0
Total 11
Table 12 - One Year Goals for Affordable Housing by Support Type
Discussion
The City's CDBG-funded affordable housing strategy calls for maintaining affordable housing through housing rehabilitation programs and supporting rental assistance programs like the Housing Choice Voucher (administered by the OCHA). The City anticipates 11 homeowners will participate in the City’s housing rehabilitation program, and 165 Lake Forest renter households will receive rental assistance during FY 2023-24.
Item: 6
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AP-60 Public Housing – 91.220(h)
Introduction
The City of Lake Forest does not own or manage public housing.
Actions planned during the next year to address the needs to public housing Not applicable
Actions to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable
If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance
Not applicable
Discussion
The City of Lake Forest does not own or operate public housing.
Item: 6
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AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction
The City recognizes the importance of assisting the homeless and near-homeless with a continuum of care approach that addresses a homeless person’s immediate shelter needs and provides access to transitional and permanent housing, support services, and employment opportunities to break the cycle of homelessness.
Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City collaborates and relies on nonprofit partners to reach out to homeless persons (especially unsheltered persons). The City will allocate CDBG funds to three agencies to provide services for homeless individuals. Each agency has an outreach component used to engage and assess clients. In addition, the City will consider using local or state funds to support its street outreach and engagement program. Currently, a local nonprofit partners with the OC Sheriff to implement this program.
Addressing the emergency shelter and transitional housing needs of homeless persons In past years, the City used CDBG funds to assist nonprofits in acquiring eight condominium units located in the community to provide transitional housing. For FY 2023-24, no CDBG funds are allocated for emergency or transitional housing.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
The Orange County Continuum of Care coordinates a system that incorporates several evidence-based practices, including a Housing First approach that involves moving persons directly from the streets into permanent housing accompanied by home-based supportive services. This approach has been effective with chronically homeless persons and families.
In past years Lake Forest used CDBG and local funding to expand permanent housing opportunities for the formerly homeless. In 2015, the City’s Housing Authority (former redevelopment agency) sold a four-unit apartment to Families Forward. These units provide permanent housing opportunities for Item: 6
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lower-income households, including formerly homeless families. The City allocated CDBG funds in FY 2022-23 to support expanding the City’s permanent affordable housing opportunities supply.
For FY 2023-24, CDBG funding is allocated to Families Forward. Families Forward will utilize funds to provide case management and support services to families residing in affordable housing. This program aims to stabilize at-risk families in affordable housing. HUD has also significantly increased the number of rental assistance vouchers for homeless Veterans (i.e., Veterans Affairs Supportive Housing or VASH vouchers). In addition to receiving rental assistance, veterans with a history of severe mental health illness, substance use disorder, or physical disabilities receive case management and appropriate support services from the Department of Veterans Affairs. Currently, 19 VASH vouchers are in place throughout Lake Forest.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs.
For FY 2023-24, the City will allocate CDBG funds to Family Assistance Ministry and South County Outreach for various services to assist the near-homeless and those already homeless. These agencies will also utilize CDBG funds to assist households at risk of eviction or the termination of utilities due to financial hardships. The City will also continue to support regional homeless planning efforts, including the OC CoC’s Discharge Plan, which aims to prevent individuals from leaving institutions such as jails and hospitals from becoming homeless.
Discussion
The programs identified above to address homeless persons' needs indicate that serving the homeless is a complex issue requiring a network of service providers. The City will allocate CDBG resources to support a network of agencies that will address the needs of the community’s homeless and those at risk of becoming homeless.
Item: 6
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AP-75 Barriers to affordable housing – 91.220(j)
Introduction
The City’s Consolidated Plan provides detailed information regarding barriers to affordable housing and actions to overcome these barriers. The actions to address these barriers during FY 2023-24 are summarized below.
Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment
Affordable housing development faces several challenges, including construction costs, financing, and development regulations. The 2013–2021 Housing Element notes that the City can encourage and facilitate affordable housing through financial assistance, removal of regulatory constraints, and administrative support. It offers the following actions to promote affordable housing production with limited funding.
• The City will monitor new neighborhood developments for compliance with development agreements that include an Affordable Housing Implementation Plan. • The City will collaborate with affordable housing developers to identify potential sites, write letters of support to help secure governmental and private-sector funding, and offer technical assistance related to applying state density bonus provisions. • The City will work with developers on a case-by-case basis to provide state-mandated regulatory concessions and incentives to develop affordable and senior housing. State-mandated regulatory concessions and incentives could include but are not limited to density bonuses, parking reductions, fee reductions or deferral, expedited permit processing, and modified or waived development standards.
• If available, the City may provide financial subsidies to help reduce development costs in exchange for units reserved for lower-income residents.
Discussion
The Consolidated Plan includes an extensive narrative regarding barriers to affordable housing and actions the City can take to mitigate identified obstacles to affordable housing development. As outlined above, the City provides an expedited development review process for affordable housing projects to reduce holding and overall development costs. The City has little control over market forces such as the cost of land, building materials, and labor. If resources are available, the City may provide gap financing to help reduce overall development costs as an incentive to develop affordable housing.
There are no growth limit initiatives in Lake Forest.
Item: 6
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AP-85 Other Actions – 91.220(k)
Introduction
Outlined below are additional actions the City will implement during FY 2023-24 to address the sub- strategies of the Consolidated Plan.
Actions planned to address obstacles to meeting underserved needs The City recognizes that special needs populations face challenges due to low income and unique life conditions. These individuals are often more likely to become homeless due to these factors. Special needs populations often require unique housing and supportive services. The City prioritizes supportive services and housing for special needs populations. In FY 2023-24, the City will fund public service agencies that assist underserved populations such as the homeless, seniors, the disabled, and low- income families with children.
Actions planned to foster and maintain affordable housing The City's strategies related to CDBG-funded affordable housing efforts are focused on maintaining the housing stock through its housing rehabilitation programs, supporting rental assistance programs like the Housing Choice Voucher, and helping to ensure individuals have access to housing free of discrimination due to race, gender, disability, and other personal or household characteristics.
Actions planned to reduce lead-based paint hazards
The Residential Lead-Based Paint (LBP) Hazard Reduction Act of 1992 changed the federal strategy for addressing LBP by emphasizing preventing childhood lead poisoning through housing-based approaches.
For example, lead-based paint hazard reduction is an eligible activity in the City’s housing rehabilitation programs.
All application packets for the City’s housing rehabilitation programs include a notice to educate residents about lead's health dangers and encourage screening children for elevated blood-lead levels.
Additionally, housing units are tested for lead-based paint before using federal funds. Housing units identified with lead-based paint hazards are treated, so the lead-based paint is abated per current federal requirements. The use of lead-based paint is prohibited in newly constructed units.
Actions planned to reduce the number of poverty-level families The City will leverage limited CDBG funds to address poverty by partnering with nonprofit agencies that assist lower-income households. Specifically, the City will fund programs that provide safety net services such as food banks, financial assistance to prevent eviction, low-cost medical care, and fair housing education/enforcement services.
Actions planned to develop institutional structure
The City of Lake Forest will continue efforts to eliminate institutional gaps and enhance the coordination of programs that serve the community. For example, the City will partner with nonprofit entities to Item: 6
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deliver public services. City departments will continue to collaborate to evaluate programs and projects that may be funded in whole or in part with CDBG funds that address priority needs. The City will assist OCHA by participating in the Cities Advisory Committee – a quarterly meeting of cities and OCHA to discuss federal rental housing assistance and regional housing issues. As a supporter of the OC-CoC, the City will provide information for the County’s annual Continuum of Care Homeless Assistance grant application to HUD. The City will also continue to support the development of the County’s Ten-Year Plan to end chronic homelessness and a regional discharge plan.
Actions planned to enhance coordination between public and private housing and social service agencies
The City will continue participating in regional coordination of services by participating in the Cities Advisory Committee - a quarterly meeting of cities and OCHA to discuss federal rental housing assistance issues. On an annual basis, the City meets with service providers to discuss service needs and ways to improve service to residents. Another example of enhanced coordination is preparing the countywide Analysis of Impediments to Fair Housing. The City participated in developing this document, which required significant jurisdictional coordination.
Broadband: According to BroadbandNow.com, Cox Communications is the top broadband service provider covering 99.9 percent of the City. AT&T and EarthLink are also available via fiber optic cable to
94.8 percent and 94 percent of Lake Forest properties, respectively. Additional providers offer satellite or 5-G-based broadband service.
Most broadband service providers in Orange County participate in the Affordable Connectivity Program (ACP). The ACP was created with the passage of the Infrastructure and Jobs Act of 2021. The purpose of the ACP is to provide eligible households with a $30 discount on monthly broadband internet service.
ACP eligibility is based on household income (200 percent of federal poverty or less) or participation in specific government assistance programs, such as SSI, Medicaid, or WIC. Funding may also be available to provide “discounts” for connective devices such as laptops, desktop computers, or tablets.
Information about the ACP is readily available online; however, many of the City’s nonprofit service providers will inform clients of this program and may also assist clients in applying for benefits.
In November 2022, the City approved a nonexclusive franchise agreement with SiFi Networks (SiFi) to build a high-speed internet open access network using direct fiber optic connections to each Lake Forest property. The new fiber optic system will provide residents with an additional choice for high-speed internet service. (The proposed network will provide 10-GB connectivity to homes and 100-GB to businesses and municipal facilities). SiFi offers low-cost internet options for disadvantaged families.
Additionally, the City will continue encouraging developers and property owners to incorporate broadband infrastructure into all new or substantially rehabilitated housing projects, especially affordable housing projects.
Hazard Mitigation: The Disaster Mitigation Act of 2000 requires local governments to prepare a plan to document their hazard mitigation planning process and to identify hazards, potential losses, mitigation Item: 6
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needs, goals, and strategies. Each state and local government must have a federally approved mitigation plan to be eligible for hazard mitigation grant funding (e.g., FEMA). Lake Forest recently began the development of a Local Hazard Mitigation Plan (LHMP). The LMHP will present strategies for reducing the City's vulnerability to the impacts of events that could threaten lives, property, or the environment.
This plan and the process of developing it will identify opportunities for the City to become more resilient to hazards and help alleviate risks to the community.
Three Primary Elements of the LHMP:
1. Hazard Identification: Profile potential hazards by type, previous occurrences, and probability.
2. Vulnerability Assessment: Identify the potential impact of the hazards profiled, vulnerability to each hazard, and potential loss to life, environment, and economy.
3. Mitigation Actions: Develop overarching strategies, specific goals, and actions to reduce hazard impacts.
It is anticipated that City Council will adopt the LHMP in Winter 2023.
Discussion
HUD-funded grant recipients are required to not discriminate in housing or services directly or indirectly based on race, color, religion, sex, national origin, age, familial status, or disability. Grant recipients such as Lake Forest are required to: (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choices for all persons; (3) provide opportunities for all persons to reside in any given housing development, regardless of race, color, religion, sex, disability, familial status, national origin, and other personal or familial attributes; (4) promote housing that is accessible to and usable by persons with disabilities; (5) and comply with the non-discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate metropolitan- wide area fair housing planning. The Analysis of Impediments (AI) to Fair Housing Choice is the primary document for this purpose. In addition to identifying impediments, a strategy to overcome barriers must be developed and implemented - accomplishments are reported annually. The City participated in developing the 2020-2024 countywide AI, which the City Council adopted in May 2020. A summary of impediments to fair housing and the action steps the City will take during FY 2023-24 are found in Attachment 4.
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5/2/2023 Annual Action Plan
2023-2024
35 OMB Control No: 2506-0117 (exp. 07/31/2015)
Program Specific Requirements
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction
The program-specific requirements for the City CDBG program are listed below.
Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.
1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 0
2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan
0 3. The amount of surplus funds from urban renewal settlements 0
4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan. 0
5. The amount of income from float-funded activities 0
Total Program Income 0
Other CDBG Requirements
1. The amount of urgent need activities 0
2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low- and moderate-income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan.
100.00%
Discussion
The City will meet the 70% low- and moderate-income “Overall Benefit” requirement for using CDBG funds in one year – FY 2023-2024.
CDBG funds for FY 2023-24 will be allocated to the activities listed in section AP-35. Public service activities will be qualified as “limited clientele benefit.” Public facility and infrastructure improvements will be qualified under “low- and moderate-income area benefit” or “limited clientele benefit” (e.g., ADA improvements). Housing Rehabilitation and Neighborhood Pride Paint programs will be available citywide to qualified low- and moderate-income homeowners.
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5/2/2023 Annual Action Plan
2023-2024
36 OMB Control No: 2506-0117 (exp. 07/31/2015)
CDBG program income received during FY 2023-24 will be allocated to the City’s Housing Rehabilitation Program (Revolving Loan funds). The City does not have surplus funds from urban renewal settlements, nor does the City have grant funds returned to its line of credit. The City will not undertake float-funded activities; therefore, it does not anticipate program income from this type of activity. Finally, the City does not anticipate undertaking urgent need activities during FY 2023-24, nor will it undertake any actions that may result in the involuntary displacement of businesses or residents.
As indicated above, CDBG program income will fund additional housing rehabilitation loans if available.
The City anticipates carrying forward $0 in housing rehabilitation funds for housing activities during FY 2023-24.
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Five-Year and One-Year Summary of Accomplishments
Grantee Name: City of Lake Forest
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Housing Units 8 9 112.5%
2021 Housing Units 13 16 123.08%
2022 Housing Units
2023 Housing Units
2024 Housing Units
40 25 62.50%
2020 Housing Units 0 0 NA
2021 Housing Units 0 0 0.00%
2022 Housing Units
2023 Housing Units
2024 Housing Units
0 0 0.00%
2020 Housing Units 200 192 96.00%
2021 Housing Units 185 169 91.35%
2022 Housing Units
2023 Housing Units
2024 Housing Units
200
(Annual Avg)
181
(2 Yr Avg)
90.50%
(2 Yr Avg)
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Individuals 295 276 93.56%
2021 Individuals 1,691 2,296 135.78%
2022 Individuals
2023 Individuals
2024 Individuals
8,000 2,572 32.15%
2020 Projects 0 0 0.00%
2021 Projects 6,754 0 0.00%
2022 Projects
2023 Projects
2024 Projects
7,500 0 0.00%
Housing Choice Vouchers (Administered by OCHA): Improve or expand the supply of housing affordable to lower-income households Provide or improve access to public social services for low- and moderate-income persons and persons with special needs
5-Yr Con Plan Goal
CDBG
5-Yr Con Plan Goal
CDBG
Decent Housing
CDBG
5-Yr Con Plan Goal
Housing rehabilitation loans and grants to improve or expand the supply of housing affordable to lower-income households HUD
Housing
Vouchers
5-Yr Con Plan Goal
Housing acquisition loans and grants to improve or expand the supply of housing affordable to lower-income households CDBG
5-Yr Con Plan Goal
Improve and expand public infrastructure and facilities that benefit low- and moderate-income neighborhoods and residents
Objective: Housing Preservation
Suitable Living Environment
Objective: Public Social Services
Objective: Infrastructure and Facility Improvements
Attachment 1 Page 1 of 2
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Five-Year and One-Year Summary of Accomplishments
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Businesses 80 80 100.00%
2021 Businesses 0 0 0.00%
2022 Businesses
2023 Businesses
2024 Businesses
80 NA
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Individuals 2,375 914 38.48%
2021 Individuals 861 80 9.29%
2022 Individuals
2023 Individuals
2024 Individuals
2,680 994 37.09%
Source of
Funds Year Performance
Indicators
Expected
Number
Actual
Number
Percent
Completed
2020 Year of Admin 0 0 NA
2021 Year of Admin 0 0 0.00%
2022 Year of Admin
2023 Year of Admin
2024 Year of Admin
450 0 0.00%
2020 Households 1 1 100.00%
2021 Households 1 1 100.00%
2022 Households
2023 Households
2024 Households
5 2 40.00%
CDBG
1. Fair Housing services are funded as a public service versus program administration. Planned goal for FY 21-22 is 85 - 95 were assisted (111.76%) CDBG
5-Yr Con Plan Goal
CDBG
5-Yr Con Plan Goal
Provide for administration and planning activities to carry out actions that address needs in the Consolidated Plan, including fair housing services to address local impediments to fair housing 1 Provide for administration and planning activities to carry out actions that address needs in the Consolidated Plan
Objective: Economic Opportunities
Economic Opportunity
5-Yr Con Plan Goal
Other
Objective: Administration and Planning
On September 1, 2020, added small business assistance grant for businesses impacted by the Coronavirus (CDBG-CV funding) Provide a continuum of supportive and housing services for the homeless and households at risk of homelessness
5-Yr Con Plan Goal
Continuum of Care
Objective: Homeless Continuum of Care
CDBG-CV
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Attachment 2
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Attachment 2
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Attachment 2
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SUMMARY OF PUBLIC COMMENTS
30-DAY COMMENT PERIOD (3/31/23 THROUGH 5/1/23)
No public comments were received during the comment period.
MAY 2, 2023, CITY COUNCIL PUBLIC HEARING
One public comment was received during the public hearing:
• Ms. Madelynn Hirneise, Families Forward CEO provided an overview of the services Families Forward provides Lake Forest residents, and thanked the council for past support and grant funding consideration.
Attachment 2
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CITY OF LAKE FOREST
2022 CDBG-Eligible Block Groups
City Census
Tract
Block
Group
# Low/Mod
Residents
Low/Mod
Universe % Low/Mod
Lake Forest 032014 2 2,440 2,765 88.25%
Lake Forest 032027 1 2,350 3,440 68.31%
Lake Forest 052410 2 420 620 67.74%
Lake Forest 032047 1 610 950 64.21%
Lake Forest 052423 2 1,775 2,860 62.06%
Lake Forest 052416 1 615 995 61.81%
Lake Forest 052410 1 1,035 1,690 61.24%
Lake Forest 052411 2 1,085 1,780 60.96%
Lake Forest 052410 3 1,170 2,010 58.21%
Lake Forest 052424 1 860 1,500 57.33%
Lake Forest 052425 3 770 1,420 54.23%
Lake Forest 052408 1 545 1,035 52.66%
* HUD 2022 Low/Moderate Income data as of 1/5/23
Attachment 3
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Attachment 3
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ORANGE COUNTY ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE August 6, 2020
REGIONAL PROPOSED AI GOALS AND STRATEGIES
To address the contributing factors described above, the AI plan proposes the following goals and actions:
Regional Goals and Strategies."
Goal 1: Increase the supply of affordable housing in high opportunity areas.1 Strategies:
1. Explore the creation of a new countywide source of affordable housing.
2. Using best practices from other jurisdictions, explore policies and programs that increase the supply of affordable housing, such as linkage fees, housing bonds, inclusionary housing, public land set-aside, community land trusts, transit-oriented development, and expedited permitting and review.
3. Explore providing low-interest loans to single-family homeowners and grants to homeowners with household incomes of up to 80% of the Area Median Income to develop accessory dwelling units with affordability restrictions on their property.
4. Review existing zoning policies and explore zoning changes to facilitate the development of affordable housing.
5. Align zoning codes to conform to recent California affordable housing legislation.
Goal 2: Prevent displacement of low- and moderate-income residents with protected characteristics, including Hispanic residents, Vietnamese residents, other seniors, and people with disabilities.
Strategies:
1. Explore piloting a Right to Counsel Program to ensure legal representation for tenants in landlord-tenant proceedings, including those involving the application of new laws like A.B. 1482.
Goal 3: Increase community integration for persons with disabilities.
Strategies:
1. Conduct targeted outreach and provide tenant application assistance and support to persons with disabilities, including individuals transitioning from institutional settings and individuals who are at risk of institutionalization. As part of that assistance, maintain a housing database accessible to persons with disabilities.
2. Consider adopting the accessibility standards adopted by the City of Los Angeles, which require at least 15 percent of all new units in city-supported Low-Income Housing Tax Credit (LIHTC) projects to be ADA- accessible with at least 4 percent of total units to be accessible for persons with hearing and/or vision disabilities.
1 The term “high opportunity areas” generally means locations where there are economic and social factors and amenities that provide a positive impact on a person’s life outcome. This is described in more detail in Section iii, Disparities in Access to Opportunity.
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Goal 4: Ensure equal access to housing for persons with protected characteristics, who are disproportionately likely to be lower-income and to experience homelessness.
Strategies:
1. Reduce barriers to accessing rental housing by exploring eliminating application fees for voucher holders and encouraging landlords to follow HUD's guidance on the use of criminal backgrounds in screening tenants.
2. Consider incorporating a fair housing equity analysis into the review of significant rezoning proposals and specific plans.
Goal 5: Expand access to opportunities for protected classes.
Strategies:
1. Explore the voluntary adoption of Small Area Fair Market Rents or exception payment standards in order to increase access to higher opportunity areas for Housing Choice Voucher holders.
2. Continue implementing a mobility counseling program that informs Housing Choice Voucher holders about their residential options in higher opportunity areas and provides holistic support to voucher holders seeking to move to higher opportunity areas.
3. Study and make recommendations to improve and expand Orange County's public transportation to ensure that members of protected classes can access jobs in employment centers in Anaheim, Santa Ana, and Irvine.
4. Increase support for fair housing enforcement, education, and outreach.
CITY OF LAKE FOREST PROPOSED AI GOALS AND STRATEGIES
1. In collaboration with the Orange County Housing Authority (OCHA):
a. Attend quarterly OCHA Housing Advisory Committee to enhance the exchange of information regarding the availability, procedures, and policies related to the Housing Assistance Voucher program and regional housing issues.
b. Support OCHA's affirmative fair marketing plan and de-concentration policies by providing five-year and annual PHA plan certifications.
c. In coordination with OCHA and fair housing services provider, conduct landlord education campaign to educate property owners about State law prohibiting discrimination based on household income.
2. Through the City's fair housing contractor:
a. Provide fair housing education and information to apartment managers and homeowner associations on why denial of reasonable modifications/accommodations is unlawful. b. Conduct multi-faceted fair housing outreach to tenants, landlords, property owners, realtors, and property management companies. Methods of outreach may include workshops, informational booths, presentations to community groups, and the distribution of multi-lingual fair housing literature.
c. Provide general fair housing counseling and referrals services to address tenant-landlord issues, and investigate allegations of fair housing discrimination and take appropriate actions to conciliate cases or refer to appropriate authorities.
d. Periodically monitor local newspapers and online media outlets to identify potentially discriminatory housing advertisements.
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e. Include testing/audits within the scope of work with fair housing provider. f. Regularly consult with the City's fair housing contractor on potential strategies for affirmatively furthering fair housing on an ongoing basis.
3. In cooperation with the Orange County Transportation Authority:
a. Provide community education regarding transport services for persons with disabilities. b. Explore bus route options to ensure neighborhoods with a concentration of low-income or protected class populations have access to transportation services.
4. Support local eviction prevention strategies to reduce the number of homeless individuals and families (homelessness prevention services).
5. Prepare a new Housing Element that is compliant with all current State laws and is certified by the California Department of Housing and Community Development.
6. Update zoning ordinance to comply with current State law.
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ATTACHMENT 2
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CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021)
DRAFT
FY 2023-2024
CONSOLIDATED ANNUAL PERFORMANCE
EVALUTATION REPORT
(CAPER)
September 12, 2024
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Contents
CR-05 - Goals and Outcomes ................................ ................................ ............................... 1 CR-10 - Racial and Ethnic composition of families assisted ................................ .................. 6 CR-15 - Resources and Investments 91.520(a) ................................ ................................ ..... 7 CR-20 - Affordable Housing 91.520(b) ................................ ................................ ................. 9 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) ................ 12 CR-30 - Public Housing 91.220(h); 91.320(j) ................................ ................................ ....... 14 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) ................................ ................................ 15 CR-40 - Monitoring 91.220 and 91.230 ................................ ................................ .............. 18 CR-58 – Section 3................................ ................................ ................................ .............. 20 Attachments
Attachment 1: IDIS Program Reports
• PR03 - CDBG & CV Activity Summary Report (GPR)
• PR23 – Summary of Accomplishments Report
• PR26 – CDBG & CV Financial Summary Report
• PR01 – HUD Grants and Program Income
• PR02 – List of Activities by Program Year And Project • PR05 – Drawdown Report by Project and Activity
• PR09 – Program Income Details by Fiscal Year and Program Attachment 2: Map of CDBG-eligible Census Tract Block Groups Attachment 3: Summary of Fair Housing Impediments and Actions to Address Impediments Attachment 4: Public Notice and Summary of Public Comments
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CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.
91.520(a)
This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.
The City of Lake Forest (“City”) adopted its F iscal Year (“F Y”) 2020-2024 Five-Year Consolidated Plan on June 16, 2020, which established objectives for the City’s Community Development Block Grant (“CDBG”) program in order to create a viable community by providing decent housing, a suitable living environment, and economic opportunities, principally for persons of low - and moderate -income. The objectives identified included the following:
1. Rehabilitate the City’s existing single-family housing stock, including mobile homes
2. Conserve the existing supply of affordable housing
3. Provide supportive housing and services for the homeless and those at risk of becoming homeless
4. Provide needed community services and infrastructure improvements benefitting low - and moderate-income persons and those with special needs
5. Focus on expanding economic opportunities for low- and moderate-income residents.
During FY 2023-2024, the fourth year of the five -year cycle, the City carried out a variety of activities to address Consolidate Plan objectives, including the following:
• Assisted with the rehabilitation of 14 housing units owned by low - and moderate -income households
• Funded a variety of safety net public service grant programs to prevent homelessness and assist lower-income households; 2,900 Lake Forest residents were assisted with FY 2023-2024 funds • Four capital projects were funded during the reporting period , which included : the ADA Ramp Improvement Projects Phase 13 and 14, the Accessible Pedestrian Signals Project, and the Senior Center Patio Covering Project
In FY 2023 -2024, the US Department of Housing and Urban Development ( “HUD”) awarded the City $520,784 of CDBG funds. In addition, the City had prior -year unexpended funds ($752,481.57) and received $149,653.62 in program income generated from the repayment of housing rehabilitation loans.
A total of $1,422,919.19 of CDBG funds were available for expenditure in FY 2023-2024. These funds were allocated to public service grants, housing activities, paint grants, public facility improvements, and program administration as shown in Table 1 below.
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Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g)
Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.
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Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Economic
Opportunities
Non-Housing
Community
Development
CDBG: $0 Businesses assisted Businesses
Assisted 50 0 0.00% 0 0 0.00%
Homeless
Continuum of
Care
Homeless CDBG:
$43,115.00
Public service
activities other than
Low/Moderate
Income Housing
Benefit
Persons
Assisted 2,500 580 23.20% 1,368 580 42.40%
Homeless
Continuum of
Care
Homeless CDBG: $0
Tenant-based rental
assistance / Rapid
Rehousing
Households
Assisted 50 0 0.00% 0 0 0.00%
Homeless
Continuum of
Care
Homeless CDBG: $0 Homeless Person
Overnight Shelter
Persons
Assisted 30 0 0.00% 0 0 0.00%
Homeless
Continuum of
Care
Homeless CDBG: $0
Overnight/Emergency
Shelter/Transitional
Housing Beds added
Beds 0 0 0.00% 0 0 0.00%
Homeless
Continuum of
Care
Homeless CDBG: $0 Homelessness
Prevention
Persons
Assisted 250 580 232.00% 17 0 0.00%
Housing
Preservation
Affordable
Housing CDBG: $0 Homeowner Housing
Added
Household
Housing
Unit
0 0 0.00% 0 0 0.00%
Housing
Preservation
Affordable
Housing
CDBG:
$226,875.15
Homeowner Housing
Rehabilitated
Household
Housing
Unit
40 0 0.00% 11 14 127.27%
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Infrastructure
and Facility
Improvements
Non-Housing
Community
Development
CDBG:
$501,383.70
Public Facility or
Infrastructure
Activities other than
Low/Moderate
Income Housing
Benefit
Persons
Assisted 7,500 5755 76.73% 100 5,755 5,755.00%
Program
Administration Administration CDBG:
$78,385.54 Other Other 450 450 100.00% 95 101 106.32%
Public Social
Services
Non-Homeless
Special Needs
Low &
Moderate-
income
Households
CDBG:
$71,672.47
Public service
activities other than
Low/Moderate
Income Housing
Benefit
Persons
Assisted 8,000 1,525 19.06% 2,400 2,799 116.63%
Public Social
Services
Non-Homeless
Special Needs
Low &
Moderate-
income
Households
CDBG: $0 Homeless Person
Overnight Shelter
Persons
Assisted 0 0 0.00% 0 0 0.00%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date
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Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.
As summarized above, the City focused CDBG funds on addressing Consolidated Plan priority needs during the reporting period. Consistent with the Plan, the City focused public service grant resources on safety net programs for lower -income households; the C ity allocated approximately 11% of CDBG funds for public services. FY 2023-2024 reporting period accomplishments for CDBG funds include the following:
• South County Outreach’s food bank program allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. • Family Assistance Ministries provided food, rent, and utility assistance to lower -income households at risk of eviction and utility service shut -off. Program participants also benefitted from case management services.
• Families Forward provided transitional housing and rapid rehousing, including supportive services to homeless families with children.
• Camino Health Center provided reduced-cost medical and pediatric dental care services for lower- income households, including the uninsured and the homeless. • Age Well provided case management services to assess homebound senior ’s health and living situation, thus helping seniors remain healthy and housed and avoid costly institutionalization in managed care facilities.
• Alzheimer’s Orange County provided reduced -cost daycare services for seniors with Alzheimers, dementia, or disabilities.
• Fair Housing Council of Orange County provided fair housing outreach, education, and enforcement service for tenants and landlords.
The City’s Housing Rehabilitation Program helped preserve and improve the City’s existing stock of owner- occupied housing (including mobile homes) - 14 homeowners received housing rehab assistance during the reporting period. Typical improvements include installing energy -efficient windows, heating/ac systems, plumbing, roofs, flooring, and exterior painting. The City’s Neighborhood Pride Paint Program assisted four homeowners. The Office for the Coordination of Humanitarian Affairs (“ OCHA”) provided rental assistance to 161 Lake Forest renter households, including seniors, disabled, homeless, and veteran households.
Three prior year public infrastructure/facility improvement projects were underway during the FY 2023 - 2024 report period: The Accessible Pedestrian Signal project , the El Toro Park Project, the ADA Ramps Phase 13 and 14 projects that provided for the construction of ADA -compliant sidewalk curb ramps. In addition, the Senior Patio Covering Project was undertaken. A summary of activities underway during FY 2023-2024 is provided in Attachment 1.
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CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).
91.520(a)
CDBG
White 3,106
Black or African American 76
Asian 300
American Indian or American Native 28
Native Hawaiian or Other Pacific Islander 16
Total 3,526
Hispanic 1,718
Not Hispanic 1,808
Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative
According to the U.S. Census Bureau, most Lake Forest residents are racially White – 63.3% (2020 American Community Survey 5-Year Estimates). This same data source reports that 18.1% of City residents are Asian, and 25.6% of the City’s population is Hispanic/Latino – these are the City’s most prominent minority populations.
Based on the data from Table 2, 88% of CDBG program participants were White; nearly half of these individuals reported to be ethnically Hispanic/Latino ( 48.7%). A closer examination of the accomplishment data from individual activities provides added insight. Among homeless and safety net programs such as housing, food, and medical services, most clients served are lower - income Hispanic/Latino households. Thi s data indicates that these households may be economically unstable and therefore seek assistance to stabilize their living situation.
Accomplishment data provided for CDBG and CDBG-CV-funded activities also indicates that most program participants are extremely low -income Lake Forest residents (i.e., individuals with a household income equal to or less than 30% of the County median incom e). During the FY 2023-24 reporting period, 55.3% of CDBG-funded program beneficiaries were extremely low-income.
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CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG public - federal $520,784.00 $795,140.57
Table 3 - Resources Made Available
Narrative
According to the City’s 2023 -2024 Annual Action Plan, the City anticipated utilizing $520,784 in CDBG program resources to address community needs during the reporting period; however, the City received $149653.62 in program income during the reporting period. As reported in Table 3, the City expended $795,140.57 in CDBG funds, including program income, during the FY 2023-2024 reporting period.
IDIS Program Report PR26 (Attachment 1) provides a detailed summary of CDBG and CDBG -CV expenditures for the reporting period.
Identify the geographic distribution and location of investments Target Area Planned Percentage of
Allocation
Actual Percentage of
Allocation
Narrative Description
CDBG TARGET AREAS 0 41 Park and Sidewalk Projects
Citywide 100 59 Citywide
Table 4 – Identify the geographic distribution and location of investments
Narrative
As reported in Table 4, the City utilized 93% of CDBG funds to address th e needs of lower-income Lake Forest residents on a citywide basis. A small percentage of CDBG funds was spent on infrastructure projects which are located within the City’s CDBG Target Area. Attachment 2 provides a map of the City’s CDBG Target Areas. All CDBG-CV funds were spent on a citywide basis.
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Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.
The City of Lake Forest made every effort to leverage CDBG funds to the greatest extent possible.
Unlike prior years, no additional resources were used to leverage CDBG funds during the reporting period. There is no match requirement for the CDBG (and CDBG-CV) program.
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CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.
One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units 11 14
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 11 14
Table 5 – Number of Households
One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units 11 14
Number of households supported through
Acquisition of Existing Units 0 0
Total 11 14
Table 6 – Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.
Despite the challenges of the COVID -19 pandemic, the City exceeded planned housing rehabilitation program goals for the reporting period. The FY 2023-2024 Annual Action Plan established a one-year goal to rehabilitate 11 owner-occupied housing units, program staff assisted with rehabilitating 14 units. OCHA assisted fewer Lake Forest households with rental assistance than anticipated. The City expected OCHA would assist 200 households during the reporting period – 169 households were assisted. (Note: T he number of households assisted by OCHA is based on several factors out of the City’s control.) Discuss how these outcomes will impact future annual action plans.
Even though program staff exceeded planned housing rehabilitation goals during the report period, the program may face future challenges:
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1. Increase in mortgage interest rates and home sales prices:
• The City received less Revolving Loan income (i.e., program income) in FY 2023 -2024 compared to recent years. Revolving Loan revenue is generated by the repayment of prior CDBG funded housing rehabilitation loans. A decrease in this funding source and anticipated reductions in future CDBG allocations may reduce the amount of future resources supporting housing rehabilitation activity.
• Recent press reports indicate that rising mortgage interest rates and home prices have led many homeowners to choose to rehabilitate their existing homes versus upgrading to a new home. This scenario may increase demand for limited CDBG funds allocated for housing rehabilitation.
2. Contractor capacity and supply chain issues:
• The COVID-19 pandemic and other global events have stressed supply chain issues across multiple industries. Contractors have reported challenges in obtaining materials such as lumber, concrete, and fixtures, resulting in delays in the beginning and complet ion of rehabilitation projects.
Contractors also reported sharp increases in the price of materials. • Housing Rehabilitation Program staff reports that contractors are very busy; subsequently, contractors are not responding to program bid solicitations or requesting additional time to begin and complete projects.
• In response to the cost of rehabilitation, the City will consider increasing the current maximum housing rehabilitation loan amount from $30,000 to $50,000 . I t is important to note that an increase in the maximum loan may limit the number of future program participants if sufficient funding is not available.
Approximately 5% of the City’s housing stock are mobile homes; however, many coach owners are lower- income residents with limited sources of income (e.g., social security, disability, pension). This cohort of homeowners will likely continue to seek City as sistance to rehabilitate their homes (e.g., 9 of the 14 housing units rehabilitated during the FY 2023-2024 reporting period are mobile homes). The number of contractors specializing in mobile home rehabilitation is limited. In response to this challenge, the City will continue to appeal to new contractors to participate in the program, including efforts to attract additional minority and women contractors.
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Include the number of extremely low -income, low -income, and moderate -income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.
Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 3 0
Low-income 4 0
Moderate-income 7 0
Total 14 0
Table 7 – Number of Households Served
Narrative Information
Table 7 provides information regarding the households that received housing rehabilitation assistance during FY 2023 -2024. OCHA reports that 169 Lake Forest very low -income and extremely low -income renter households received rental assistance during the FY 2023-2024 reporting period. The City is not a recipient of HOME funds.
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CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
During FY 2023 -2024 Lake Forest did not allocate CDBG funds for homeless outreach. Mercy House provided outreach and engagement services to chronic homeless with an Orange County Sheriff Homeless Liaison Officer's support. Mercy House was funded with non-HUD resources.
Addressing the emergency shelter and transitional housing needs of homeless persons During the FY 2023-2024 reporting period, the City did not fund emergency shelter or transitional housing programs.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The City’s homeless strategy delineated in the Con solidated Plan calls for providing safety net services that help prevent individuals and families from becoming homeless. To this end, during the FY 2023-2024 reporting period, CDBG funding was allocated to Families Forward, Family Assistance Ministries , and South County Outreach to assist households at risk of becoming homeless. Cumulatively, these three agencies provided rent, utility, and food assistance to 80 lower -income Lake Forest residents during the reporting period. An additional 116 lower -income Lake Forest residents were assisted with rent/utility assistance during the reporting period with FY 2023 -2024 Super -funded CDBG funds.
The City also allocated CDBG-CV funds to three agencies, which provided rent, utility, and food assistance to households impacted by the COVID-19 pandemic. Cumulatively, these agencies assisted 85 individuals during the reporting period.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the peri od of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
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As recently as FY 2023 -2024, the City utilized local funds (former redevelopment resources) to acquire residential properties for permanent affordable housing. Families Forward operates these units as permanent, affordable housing for lower -income households, and these units will remain affordable for lower-income households for a minimum of 55 years. The City did not undertake a similar activity during the FY 2023-2024 reporting period; however, OCHA reports that 161 Lake Forest households were assisted with rental subsidies during the reporting period. This figure includes five disabled Lake Forest homeless households (benefitting from Continuum of Care Program Permanent Supportive Housing Certificates) and 18 homeless, disabled veteran households that ben efitted from Veterans Affairs Supportive Housing (VASH) vouchers.
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CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The City of Lake Forest does not own or manage public housing.
Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
Not applicable.
Actions taken to provide assistance to troubled PHAs
Not applicable.
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CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The FY 2023-2024 Annual Action Plan indicated that the City would address affordable housing barriers by providing resources to assist social service agencies that provide fair housing counseling and housing referral services for low- and moderate-income and special needs populations. During FY 2023-2024, the City provided funds to the Fair Housing Council of Orange County (“FHCOC”). Services provided by FHCOC included outreach, education, and fair housing enforcement. A total of 101 households were assisted during the reporting period addressing 284 issues and dis putes related to rental agreements, notices, security deposits, unit habitability, and more. FHCOC reports one housing discrimination complaint was received from a Lake Forest resident during the year; however, the issue was resolved through counseling.
The Consolidated Plan and Annual Action Plan also indicated barriers to affordable housing development would be addressed by considering ways to reduce development fees and expedite the entitlement review process. As previously outlined, the City has provided various subsidies to create n ew affordable housing opportunities for lower -income households . N o affordable housing development was completed during FY 2023-2024.
Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The City recognizes that special needs populations face challenges due to low income and their particular life situation. Special needs populations (e.g., the disabled and homeless) often require housing accommodations and supportive services. The City prioritizes supportive services and housing for special needs populations. During FY 2023 -2024, the City funded several public service agencies that provide a social safety net to help at-risk households. These services include free or reduced-cost food, healthcare, and daycare services. Alzheimer’s Orange County and Vocational Visions provided services to 48 (21 and 27 respectively) disabled Lake Forest residents. As outlined in section CR-25 - Homeless and Other Special Needs, several nonprofit partners provided supportive services to the homeless and those at risk of becoming homeless.
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The Residential Lead -Based Paint (LBP) Hazard Reduction Act of 1992 (Title X) changed the federal approach to addressing LBP by emphasizing preventing childhood lead poisoning through housing -based strategies. The City considers lead-based paint hazard reduction as an eligible activity in the City’s Housing Rehabilitation Programs. All application packets for the City’s Housing Rehabilitation Programs include a notice to educate residents about the health dangers of lead and encourage screening children for elevated blood-lead levels. Additionally, before federal funds are used for housing rehabilitation, all units Item: 6
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are screened for lead-based paint hazards. Housing units identified with lead-based paint are treated, so paint hazards are abated per federal requirements. The use of lead-based paint has been prohibited since 1978. All housing units rehabilitated during FY 2023-2024 met an exemption allowed under HUD lead - based paint program regulations.
Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to data from the U.S. Census Bureau (2021: American Community Survey 5 -Year Estimates – Table S1701), approximately 10.4% of Lake Forest residents have incomes below poverty.
Specifically, 14.6% of City residents aged 65 and older and 7.1% of chi ldren under 18 have a household income below poverty. The Consolidated Plan and Annual Action Plan indicated that the City would support social services and housing activities for households living below the poverty line. During the FY 2023-2024 reporting period, low-income seniors were assisted with CDBG -funded in-home support and case management services; these services were provided for free. The City also provided funding to Alzheimer’s Orange County, which provided daycare services for seniors with Alzheimers, dementia, or disabilities. The program offers various medical, therapeutic, and social services for low -income seniors. Recognizing that poverty-level households may need assistance affording food and health care, the City also provided financial assistance to nonprofits that provide primary health care and food bank services. Service providers also offered clients career counseling and computer training to help them develop the skills and knowledge necessary for today’s workplace. In response to the economic impacts of the COVID -19 pandemic, the City provided significant CDBG -CV resources to help lower -income households maintain housing and utility services. According to FY 2023 -2024 program accomplishment data, 81.2% of CDBG-CV-funded program beneficiaries are extremely low-income individuals.
Actions taken to develop institutional structure. 91.220(k); 91.320(j) During FY 2023 -2024, the City continued efforts to eliminate institutional gaps and enhance program coordination with all community segments. For example, the City partnered with nonprofit entities to deliver public services. City departments also continue d to collaborate to evaluate projects funded in whole or in part with CDBG funds that address priority needs. The City assisted OCHA by participating in the Cities Advisory Committee – a quarterly meeting of municipal and OCHA staff to discuss federal rent al housing assistance and regional housing issues. The City also provided critical information and support for the regional Continuum of Care (CoC) as it prepares the County’s CoC Homeless Assistance grant application for HUD consideration. The City also s upported efforts to develop the County’s Ten-Year Plan to end chronic homelessness and a regional discharge plan. Finally, the City coordinated with other Orange County grantees to prepare the 2020 -2024 Orange County Analysis of Impediments to Fair Housing for a new five-year cycle.
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Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
As indicated above, the City participated in regional coordination of services by participating in the quarterly Cities Advisory Committee held by OCHA to discuss federal rental housing assistance and as a member of the Orange County CoC Forum. The City has partnered with local nonprofit housing providers to expand affordable housing opportunities for lower-income households in the past years.
Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) Consolidated Plan regulations require CDBG recipients to (1) examine and attempt to alleviate housing discrimination within their jurisdiction; (2) promote fair housing choice for all persons; (3) provide opportunities for all persons to reside in any give n housing development, regardless of race, color, religion, sex, disability, familial status, or national origin; (4) promote housing that is accessible to and usable by persons with disabilities; and (5) comply with the non -discrimination requirements of the Fair Housing Act. HUD encourages jurisdictions to consult with one another and initiate countywide fair housing planning. The Analysis of Impediments to Fair Housing Choice (AI) is the primary document for this purpose. Consistent with HUD’s directive, the City partnered with 19 Orange County jurisdictions to prepare a countywide AI. The AI provides an overview of fair housing impediments throughout Orange County, including Lake Forest. The AI also includes an action plan to address regional and local fair housing impediments. Attachment 3 summarizes the steps the City and the Fair Housing Council of Orange County took to address fair housing impediments during FY 2023-2024.
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CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long -term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements The City’s CDBG monitoring program is designed to provide program staff with information necessary to ensure that sub-recipients are carrying out individual activities as described in their contracts, and ensure sub-recipients use appropriate accounting and record-keeping methods as it relates to the use of CDBG funds. Program policies ensure sub-recipients receive training regarding CDBG grant management, including the following topics: 1) review CDBG program goals, objectives, and sub -recipient obligations; 2) review the content of the sub -recipient agreements; and 3) review regulations related to the CDBG program that impact sub-recipients and the implementation of their programs. On-site monitoring of sub- recipients is conducted biennially unless a progr am or administrative issues are identified, or the grant recipient is new to CDBG. The City conducted on-site monitoring during the FY 2023-24 reporting period.
In general, sub -recipients are complying with program requirements. Some programs did not meet planned performance goals. On -site monitoring will be scheduled for FY 2024 -25. During the reporting period, program staff worked closely with City departments to ensure CDBG program regulations and other federal requirements were implemented. City departments and public service grant sub-recipients submitted accomplishment reports. Sub -recipients are required to provide documentation to support CDBG reimbursement requests. The City also made every effort to comply with all CDBG and Consolidated Plan regulations. The City’s Citizen Participation Plan ensures that community input is considered before submitting a substantial amendment or an annual update to HUD. It also allows residents to review and comment on yearly performance. Construction, professional service, and sub-recipient agreements have been prepared to ensure compliance with applicable federal regulations. Additionally, the City has implemented an open procurement process that encourages bidding from minor ity and women-owned businesses.
Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.
The City published a notice in the Saddleback Valley News on September 5, 2024, announcing a 15 - day public comment period and City Council meeting to encourage resident participation. The FY 2023 - 2024 CAPER was available for public review and comment from September 3, 2024, through September 18, 2024, online and at Lake Forest City Hall, located at 100 Civic Center. The Lake Forest City Council accepted additional public comments at its September 1 7, 2024, meeting. A copy of this notice and a summary of public comments is provided in Attachment 4.
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CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.
No FY 2023-2024 Annual Action Plan changes were undertaken during the reporting period.
Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
No
[BEDI grantees] Describe accomplishments and program outcomes during the last year.
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CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 0 0 0 0
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours
Table 8 – Total Labor Hours
Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.
Direct, on-the job training (including apprenticeships).
Indirect training such as arranging for, contracting for, or paying tuition for, off-site training.
Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).
Outreach efforts to identify and secure bids from Section 3 business concerns.
Technical assistance to help Section 3 business concerns understand and bid on contracts.
Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns.
Provided or connected residents with assistance in seeking employment including: drafting resumes, preparing for interviews, finding job opportunities, connecting residents to job placement services.
Held one or more job fairs.
Provided or connected residents with supportive services that can provide direct services or referrals.
Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation.
Assisted residents with finding child care.
Assisted residents to apply for, or attend community college or a four year educational institution.
Assisted residents to apply for, or attend vocational/technical training.
Assisted residents to obtain financial literacy training and/or coaching.
Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.
Provided or connected residents with training on computer use or online technologies.
Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses.
Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.
Other.
Table 9 – Qualitative Efforts - Number of Activities by Program Narrative
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Attachment 1: IDIS Program Reports
CDBG & CV
• PR03 - CDBG Activity Summary Report (GPR)
• PR23 – Summary of Accomplishments Report
• PR26 – CDBG Financial Summary Report (CDBG and CV)
• PR01 – HUD Grants and Program Income
• PR02 – List of Activities by Program Year and Project • PR05 – Drawdown Report by Project and Activity
• PR09 – Program Income Details by Fiscal Year and Program Item: 6
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CDBG Activity Summary Report (GPR) for Program Year 2023
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2 - CDBG COMMITTED FUNDS ADJUSTMENTIDIS Activity:
Project: 0004 - CONVERTED HOPWA ACTIVITIES
PGM Year: 1994
Description:
General Program Administration (21A)Matrix Code:
Objective:
Outcome:
Open
,
National Objective:
Status:
Location:
01/01/0001Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
PI
Total
Pre-2015
1994
1995
2006
B94MC060584
B95MC060584
B06MC060584
$259,141.28 $0.00 $0.00
$0.00 $371,000.00
$0.00 $172,268.28
$0.00 ($284,127.00)
$284,127.00 $0.00 $284,127.00
$543,268.28 $0.00 $543,268.28
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total Hispanic
Renter
Total Hispanic
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
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0Total:
Hispanic:
0 0 0 0
0 0
0 0 0
Female-headed Households: 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
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465 - El Toro Park ImprovementsIDIS Activity:
Project: 0002 - El Toro Park Improvements
PGM Year: 2019
Description:
Parks, Recreational Facilities (03F)Matrix Code:
Sustainability
Create suitable living environmentsObjective:
Outcome:
Completed 4/24/2024 3:05:27 PM
24031 Larkwood Ln Lake Forest, CA 92630-5100
National Objective: LMA
Status:
Location:
CDBG funds for the installation of park improvements.
10/30/2019Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2019
2021
B19MC060584
B21MC060584
$91,470.00 $18,036.60 $91,470.00
$16,463.40 $16,463.40 $16,463.40
$107,933.40 $34,500.00 $107,933.40
Proposed Accomplishments
Public Facilities : 1
Total Population in Service Area: 5,755
Census Tract Percent Low / Mod: 67.33
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2019
2020
2021
CDBG funds allocated for park improvements. In May 2020, $39,000 (2019 funds) of project funds were reallocated to activities to support CDBG-CV funded activities. Improvements including upgrading electrical distribution cabinet, park lighting, and installation of security gates at restrooms. Project design and bidding will take place in October/November 2020. It is anticipated that construction will begin in December 2020 and completed in March 2021.
Due to the COVID-19 pandemic, the City reallocated a portion of project funds ($39,000) to support public services and business assistance grants that addressed local impacts of the coronavirus. The reallocation of project funds resulted in a delay as project management staff prioritized park improvements to fit reduced funding. Additionally, the project was delayed due to widespread shortage of labor and products and materials. During the reporting period city staff prepared and circulated bids for components of the project. The project will most likely be underway during the FY 21-22 reporting period.
Pandemic-related delays continued to impact the project - primarily delays in sourcing materials for the project. Tennis courts have been resurfaced. Improvements to be completed include installation of new tennis court lights, upgrade to the electrical distribution cabinet, and installation of security gates at restrooms. It is anticipated that these improvements will be completed in 6 to 8 months.
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Years Accomplishment Narrative # Benefitting
2022
2023
The project has experienced several delays due to material shortages, shortages of skilled labor for certain trades, and a long lead-time in securing materials. However, several planned park improvements have been completed including tennis court repairs and lighting, and restroom lighting and security gates. Delivery of a new electrical cabinet has been delayed. It is anticipated the project will be completed during the FY 23-24 report period.
March 2024 - the city allocated an additional $16,463.40 (2021 funds) to this activity from Act #506. During the FY 23-24 reporting period, the new electrical cabinet was installed. The project is complete.
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477 - Accessible Pedestrian Signals (APS) InstallationIDIS Activity:
Project: 0014 - Accessible Pedestrian Signals (APS)
PGM Year: 2019
Description:
Sidewalks (03L)Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 4/24/2024 3:03:20 PM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective: LMC
Status:
Location:
Installation of audible pedestrian signals at various intersections 02/22/2020Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2018
2019
2021
B18MC060584
B19MC060584
B21MC060584
$36,000.00 $17,512.69 $36,000.00
$10,000.00 $10,000.00 $10,000.00
$25,826.31 $25,826.31 $25,826.31
$71,826.31 $53,339.00 $71,826.31
Proposed Accomplishments
People (General) : 300
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
524White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
1,508
38 155
21 0
0 0
0 0
198
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item: 6
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0 0
524Total:
Hispanic:
0 0
0 0
0 0 0
0 0 0
0 0 1,920
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
1,920
0 1,920
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2019
2020
2021
2022
2023
CDBG funds allocated as part of a Substantial Amendment to add Accessible Pedestrian Signals at two intersections. Project design started in March 2020 and completed in April 2020; however, due to COVID-19 Stay-at-Home orders, the project is yet to be awarded. It is anticipated construction will begin and be completed during FY 2020-21.
The original project consisted of APS systems at the intersection of El Toro and Muirlands and Rockfield and Ridge Route. In addition, an ADA ramp was planned to be upgraded at the El Toro and Muirlands intersection. These improvements comprised the $36,000 identified in the program. The City bid the improvements in one package, but received high bids due to the different nature of the APS, electrical work, versus the ADA ramp construction. Due to high bids, the City re-bid the project separating the two components. The APS system was completed by Bear Electrical Solutions, Inc. in the amount of $17,892.50. The ADA ramp was deferred to be complete as part of other ADA ramp improvements to realize better economies of scale. The Activity is complete. The unexpended balance of $27,512.69 ($17,512.69 FY 2018 funds plus $10,000 FY 2019 funds) will be reprogrammed.
The APS system was completed by Bear Electrical Solutions, Inc. in the amount of $17,892.50. The ADA ramp was deferred to be complete as part of other ADA ramp improvements to realize better economies of scale. The Activity is complete. The unexpended balance of $27,512.69 ($17,512.69 FY 2018 funds plus $10,000 FY 2019 funds) may be reprogrammed. According to HUD Exchange data, 902 Lake Forest residents with a disability reside in the project area Census Tract (CT: 052411). According to the U.S. Census, 693 Lake Forest residents, age 18 plus, have hearing, vision and ambulatory difficulties.
On Sept 20, 2022, the City Council allocated an additional $20,565 for this activity. The project continued to experience delays due to long lead- times to receive required equipment. In May 2023, a notice to proceed to purchase equipment only, was issued. Equipment is scheduled to be shipped in August 2023. It is anticipated equipment will be delivered in late August and construction will be completed by October 2023.
March 2023- the City allocated an additional $9,999.31 (2021 funds) from Act #506). On 3/14/24, allocated funding was reduced by $7,132 (2021 funds) and allocated to ADA Ramps Phase 13 (#506). The project is complete. Per HUD data, 1,920 Lake Forest residents with a disability may benefit from the project (CTs 321.14, 524.0 and 545.11).
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494 - CV - Program AdministrationIDIS Activity:
Project: 0023 - CV - Program Administration
PGM Year: 2020
Description:
General Program Administration (21A)Matrix Code:
Objective:
Outcome:
Open
,
National Objective:
Status:
Location:
CDBG-CV program oversight and coordination
11/24/2020Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2020 B20MW060584 $50,114.00 $4,422.61 $50,114.00
$50,114.00 $4,422.61 $50,114.00
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
0 White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
Renter
Total Hispanic
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Female-headed Households: 0
Item: 6
145
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
8 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 8 of 41
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Item: 6
146
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
9 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 9 of 41
506 - ADA Sidewalk Curb Ramps Phase 13IDIS Activity:
Project: 0012 - ADA Sidewalk Curb Ramps
PGM Year: 2021
Description:
Sidewalks (03L)Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective: LMC
Status:
Location:
Installation of sidewalk curb ramps that comply with current ADA regulations 01/05/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2019
2020
2021
2023
B19MC060584
B20MC060584
B21MC060584
B23MC060584
$100,587.26 $44,662.18 $100,587.26
$72,761.75 $72,761.75 $72,761.75
$7,327.37 $7,327.37 $7,327.37
$6,000.00 $5,051.70 $5,051.70
$186,676.38 $129,803.00 $185,728.08
Proposed Accomplishments
People (General) : 1,822
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
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: 6
147
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
10 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 10 of 41
0 0
0Total:
Hispanic:
0 0
0 0
0 0 0
0 0 0
0 0 0
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
2023
CDBG funds will be sued to reconstruct existing sidewalk curb ramps to comply with recent ADA requirements. The City encountered delays in starting the project due to pandemic-related staffing challenges. To take advantage of economy of scales, This phase of the City's ADA sidewalk curb ramp program will be combined with the City's FY 22-23 project. Design and engineering was initiated in June 2022. It is anticipated the project will go to bid in January 2023, with construction to begin in April 2023 and completed in June 2023.
The project consists of re-constructing existing sidewalk ramps to comply with recent CA Building Code requirements to comply with ADA regulations. The project was initially advertised in December 2022; however, proposals were much higher than initial engineer project estimates.
In February 2023, the City Council rejection of bids and authorized the re-advertisement of the project with few locations. New bids were received and opened in April 2023. It is anticipated the construction contract will be awarded and construction will begin during the 2nd Qtr. of FY 23-24.
March 2024 - the city reduced funding for this activity by $27,763.30 (2021 grant funds). Reprogrammed funds were reallocated to 3 activities - #465 ($16,463.40), #477 ($9,999.31), & #528 ($1,300.59). On 3/14/24, $7,132 in 2021 funds was allocated to this activity from ADA APS (#477) and $6,000 in uncommitted funds (2023 funds)
Item: 6
148
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
11 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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508 - CV - Mercy House - COVID Street OutreachIDIS Activity:
Project: 0020 - CV-Public Services
PGM Year: 2020
Description:
Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Canceled 7/24/2023 12:00:00 AM
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective: LMC
Status:
Location:
CDBG-CV funds to support homeless street outreach services with the goal to prevent the spread of COVID-19 among the homeless. 06/20/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
No data returned for this view. This might be because the applied filter excludes all data.
Proposed Accomplishments
People (General) : 1
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Item: 6
149
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
12 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 12 of 41
0 0
0 0Total:
Asian/Pacific Islander:
Hispanic:
0 0
0 0
0 0
0 0 0
0 0
0 00
0 0
0 0 0 0
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
Reallocated CDBG-CV funds were committed to this activity in April 2022. Contract for use of these funds will be effective July 1, 2022. No activity to report for the FY 21-22 report period.
CDBG-CV funds were allocated to assist with homeless outreach services. Mercy House encountered issues submitted adequate documentation regarding use of funds. The City identified an alternate funding source for the program; therefore, this activity was cancelled in June 2023. $40,000 in CDBG-CV funds will be reallocated to Act # 511.
Item: 6
150
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
13 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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511 - CV Public Facility Improvements - Senior Center Patio CoverIDIS Activity:
Project: 0024 - CDBG-CV Public Facility Improvements
PGM Year: 2020
Description:
Senior Centers (03A)Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Open
100 Civic Center Dr Citywide Lake Forest, CA 92630-9202 National Objective: LMC
Status:
Location:
Public facility improvements that respond to and prevent the spread of COVID-19 at the Senior Center.
Improvements include construct a patio cover to create an exterior recreation and activity area that will provide adequate spacing to help prevent the spread of COVID-19 among seniors.
06/20/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: Yes Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2020
2023
B20MW060584
B23MC060584
$422,503.98 $380,371.32 $403,278.82
$90,600.00 $90,600.00 $90,600.00
$513,103.98 $470,971.32 $493,878.82
Proposed Accomplishments
Public Facilities : 1
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
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: 6
151
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
14 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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Page:PR03 - LAKE FOREST 14 of 41
0 0
0Total:
Hispanic:
0 0
0 0
0 0 0
0 0 0
0 0 0
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2021
2022
2023
Reallocated CDBG-CV funds were allocated to this activity in April 2022. The project is in the early stages of design. There is no accomplishment data to report for the FY 21-22 report period.
Project design and engineering were started in Dec 2022 and completed in Mar 2023. Bids were received in April 2023. In June 2023, the city administration reallocated $72,503.98 in CDBG-CV funds to the project ($26,610.12 - Sr Center PPE, $5,893.86 Sr Center Prepackaged Food & $40,000 Mercy House COVID Homeless Outreach). A construction contract was awarded in July 2023. It is anticipated it will take 3 to 4 months to complete the project during the FY 23-24 report period.
Project construction was initiated during the FY 23-24 reporting period. On 4-25-24, $90,600 in CDBG funding (2023 EN funds) was reallocated to this activity from Activity #511 (Housing Rehab Loans) Item: 6
152
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
15 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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518 - Affordable HousingIDIS Activity:
Project: 0004 - Affordable Housing
PGM Year: 2022
Description:
Acquisition of Real Property (01)Matrix Code:
Affordability
Provide decent affordable housingObjective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective: LMH
Status:
Location:
Financial support to expand affordable housing opportunities for lower-income households 10/28/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2021
2022
2023
B21MC060584
B22MC060584
B23MC060584
$317,076.31 $0.00 $0.00
$115,626.69 $0.00 $0.00
$33,000.00 $0.00 $0.00
$465,703.00 $0.00 $0.00
Proposed Accomplishments
Housing Units : 1
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
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: 6
153
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
16 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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Page:PR03 - LAKE FOREST 16 of 41
0 0
0Total:
Hispanic:
0 0
0 0
0 0 0
0 0 0
0 0 0
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022
2023
CDBG funds allocated to support the acquisition of housing unit(s) by a local nonprofit affordable housing provider. In January 2023, the City issued a NOFA. In April 2023, the City Council/Housing Authority authorized staff to negotiate with Families Forward, and in June 2023, the City Council approved an increase in non-CDBG funds allocated to the project from $1.2 million to $1.4 million. The City is currently negotiating a final agreement with Families Forward. In the interim, Families Forward will continue to seek a suitable building to purchase. The project will likely be completed during the FY 23-24 report period.
on 6/24/24, the City approved reallocating $33,000 in 2023 from ADA Ramps Phase 14 (#528). HUD has approved the city's proposed acquisition method. It is anticipated the City Council will vote to approve the acquisition in July 2024.
Item: 6
154
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
17 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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Page:PR03 - LAKE FOREST 17 of 41
528 - ADA Sidewalk Curb Ramps Phase 14IDIS Activity:
Project: 0014 - ADA Sidewalk Curb Ramps Phase 14
PGM Year: 2022
Description:
Sidewalks (03L)Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective: LMC
Status:
Location:
Installation of sidewalk curb ramps that comply with current ADA regulations 10/28/2022Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2020
2021
2022
2023
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$6,062.50 $0.00 $6,062.50
$77,763.87 $46,706.18 $77,763.87
$60,482.09 $60,482.09 $60,482.09
$9,066.13 $2,777.14 $2,777.14
$153,374.59 $109,965.41 $147,085.60
Proposed Accomplishments
People (General) : 2,633
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Item: 6
155
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
18 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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0 0
0Total:
Hispanic:
0 0
0 0
0 0 0
0 0 0
0 0 0
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2022
2023
CDBG funds will be used to reconstruct existing sidewalk curb ramps to comply with recent changes to the CA Building Code and ADA regulations. Due to the increase in the cost to construct new ramps, a portion of funds ($________) has been allocated to ADA Ramps FY 21-22 ADA Ramp project (#506). Funds expended during FY 22-23 were used for project design. Additional CDBG funds for construction will be available via FY 23-24 funding.
On 7-13-23, $6062.50 in an over-expenditure from Act #507 (2020 funds) was moved to this activity.
An additional $138,669 in CDBG funding was allocated to the project as part of the FY 23-24 Annual Action Plan. In March 2024, an additional $1,300.59 (2021 funds) from Act # 506 was allocated to the project. On 6/24/24, the City authorized reallocating $33,000 (2023 funds) to Act #518 to support the acquisition of affordable housing.
Item: 6
156
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
19 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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530 - CDBG AdministrationIDIS Activity:
Project: 0001 - CDBG Administration
PGM Year: 2023
Description:
General Program Administration (21A)Matrix Code:
Objective:
Outcome:
Completed 8/29/2024 5:01:58 PM
,
National Objective:
Status:
Location:
CDBG program oversight and coordination
09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $70,885.54 $70,885.54 $70,885.54
$70,885.54 $70,885.54 $70,885.54
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
0 White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
Renter
Total Hispanic
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0
Female-headed Households: 0
Item: 6
157
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
20 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Item: 6
158
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
21 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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Page:PR03 - LAKE FOREST 21 of 41
531 - Housing Rehabilitation LoansIDIS Activity:
Project: 0002 - Housing Rehabilitation Loans
PGM Year: 2023
Description:
Rehab; Single-Unit Residential (14A)Matrix Code:
Affordability
Provide decent affordable housingObjective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective: LMH
Status:
Location:
Loans to rehabilitate owner-occupied housing units funded with entitlement funds and program income received during the year 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
RL
Total
2023 B23MC060584 $74,400.00 $59,236.53 $59,236.53
$133,938.62 $133,938.62 $133,938.62
$208,338.62 $193,175.15 $193,175.15
Proposed Accomplishments
Housing Units : 6
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
6 3
0 0
1 0
0 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 6
0 1
0 1
0 0
0 0
0 0
0 3
0 0
0 0
0 0
0 0
0 0
0 Item: 6
159
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
22 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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0Total: 8 3 0 0 8 3 0
Female-headed Households: 3 0 3
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
1 2
5 0
8 100.0%
Renter
0 0
0 0
0 Total
1 2
5 0
8 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 CDBG funds to support housing rehabilitation loans for lower-income homeowners. A total of 8 units were assisted during the FY 23-24 reporting period. On 4-25-24, $90,600 in 2023 EN funds were reallocated to Act #511.
Item: 6
160
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
23 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
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532 - Paint Program GrantsIDIS Activity:
Project: 0003 - Paint Program Grants
PGM Year: 2023
Description:
Rehab; Single-Unit Residential (14A)Matrix Code:
Affordability
Provide decent affordable housingObjective:
Outcome:
Open
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective: LMH
Status:
Location:
Grants to assist homeowners in painting the exterior of their home 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $35,000.00 $33,700.00 $33,700.00
$35,000.00 $33,700.00 $33,700.00
Proposed Accomplishments
Housing Units : 5
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
4 1
0 0
6 1
2 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 4
0 2
0 0
0 0
0 0
0 0
0 1
0 0
0 0
0 0
0 0
0 0
0 6 1 0
Item: 6
161
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
24 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 24 of 41
Female-headed Households: 3 0 3
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
2 2
2 0
6 100.0%
Renter
0 0
0 0
0 Total
2 2
2 0
6 100.0%
Person
0 0
0 0
0 Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 Six (6) paint grants were awarded in FY 2023-2024.
Item: 6
162
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
25 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 25 of 41
533 - Age Well Senior ServicesIDIS Activity:
Project: 0004 - Age Well Senior Services
PGM Year: 2023
Description:
Senior Services (05A)Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 8/22/2024 3:50:29 PM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective: LMC
Status:
Location:
Case management and in-home support services for home-bound seniors and frail elderly 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $6,779.51 $6,779.51 $6,779.51
$6,779.51 $6,779.51 $6,779.51
Proposed Accomplishments
People (General) : 20
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
4 4
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
19 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 19
Item: 6
163
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
26 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 26 of 41
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
11 6
2 0
19 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 Age Well assisted 12 people in Quarter 1, 0 people in Quarter 2, 5 people in Quarter 3, and 2 people in Quarter 4 for a total of 19 low-income residents served in FY 2023-2024. Of these 12 were female-headed households and 9 were disabled.
CDBG funds were used to support case management and in-home support services for home-bound seniors and frail elderly.
Item: 6
164
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
27 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 27 of 41
534 - Alzheimer's Orange CountyIDIS Activity:
Project: 0005 - Alzheimers Orange County
PGM Year: 2023
Description:
Senior Services (05A)Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 8/22/2024 4:53:31 PM
100 Civic Center Dr Lake Forest, CA 92630-9202
National Objective: LMC
Status:
Location:
Adult daycare and ancillary services for seniors and adults with Alzheimes, other forms of dementia, and disabilities 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $5,000.00 $5,000.00 $5,000.00
$5,000.00 $5,000.00 $5,000.00
Proposed Accomplishments
People (General) : 23
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
2 2
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
17 0
4 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 21
Item: 6
165
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
28 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 28 of 41
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
7 2
6 6
21 71.4%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 Alzheimer's of Orange County assisted 11 people in Quarter 1, 3 people in Quarter 2, 1 people in Quarter 3, and 6 people in Quarter 4 for a total of 21 low-income residents served in FY 2023-2024. Of these 0 were female headed households and 21 were disabled.
CDBG funds allocated to support adult daycare services for seniors and adults with dementia or physical disabilities.
Item: 6
166
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
29 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 29 of 41
535 - Camino Health CenterIDIS Activity:
Project: 0006 - Camino Health Center
PGM Year: 2023
Description:
Health Services (05M)Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 8/22/2024 3:09:30 PM
22481 Aspan St Ste A Lake Forest, CA 92630-1648
National Objective: LMC
Status:
Location:
Reduced cost medical services for low- and moderate-income persons 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $15,000.00 $15,000.00 $15,000.00
$15,000.00 $15,000.00 $15,000.00
Proposed Accomplishments
People (General) : 2,330
Number assisted:
Actual Accomplishments
Person
Hispanic
0 1
0 1
0 0
0 0
0 0
3 41
1,356
1,402
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
1,705
10 150
5 13
0 0
0 0
269
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 2,152
Item: 6
167
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
30 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 30 of 41
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
2,055
82 9
6 2,152
99.7%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 Camino Health Centers assisted 1,067 people in Quarter 1, 432 people in Quarter 2, 345 people in Quarter 3, and 308 people in Quarter 4 for a total of 2,152 low-income residents served in FY 2023-2024. Of these 597 were female headed households and 0 were disabled.
CDBG funds were used to support case management for homeless families with children and families with children that are at risk of becoming homeless.
CDBG funds to support reduced cost medical services for low- and moderate-income persons. Services include primary care, acute care, chronic disease management, well-child exams, prenatal care, cancer detecting screening, immunizations, and lab services. Behavioral health services include counseling/therapy services, psychiatric medication assessment, and case management. Dental services include exams, x- rays, cleanings, sealants, fillings and limited emergency services.
Item: 6
168
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
31 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 31 of 41
536 - Fair Housing Council of OCIDIS Activity:
Project: 0007 - Fair Housing Council of OC
PGM Year: 2023
Description:
Fair Housing Activities (subject to
20% Admin Cap) (21D)
Matrix Code:
Objective:
Outcome:
Completed 8/22/2024 3:00:45 PM
,
National Objective:
Status:
Location:
Fair housing outreach, education, enforcement services, and enhanced mediation services due to the lifting of the eviction moratorium.
A total of 101 households were assisted during FY 23-24 reporting period.
92.5% of assisted households are low and moderate-income. 4 allegations of housing discrimination have been reported; 1 case has been opened for investigation.
Primary housing issues addressed during the reporting period include rental agreements, eviction notices, and housing repairsmaintenance. 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $7,500.00 $7,500.00 $7,500.00
$7,500.00 $7,500.00 $7,500.00
Proposed Accomplishments
Number assisted:
Actual Accomplishments
Person
Hispanic
White:
Black/African American:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
Renter
Total Hispanic
Total
Total Hispanic Total
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Item: 6
169
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
32 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 32 of 41
0Total: 0 0 0 0 0 0 0
Female-headed Households: 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 Renter
0 Total
0 0
0 0
0 Person
0 Annual Accomplishments
No data returned for this view. This might be because the applied filter excludes all data.
Item: 6
170
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
33 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 33 of 41
537 - Families ForwardIDIS Activity:
Project: 0008 - Families Forward
PGM Year: 2023
Description:
Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 8/22/2024 2:59:55 PM
8 Thomas Irvine, CA 92618-2763
National Objective: LMC
Status:
Location:
Case management for homeless families with children and families with children that are at risk of becoming homeless 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $16,114.96 $16,114.96 $16,114.96
$16,114.96 $16,114.96 $16,114.96
Proposed Accomplishments
People (General) : 23
Number assisted:
Actual Accomplishments
Person
Hispanic
0 6
0 2
0 0
0 0
0 0
0 2
5 15
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
10 13
0 2
4 0
0 0
1 4
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 34
Item: 6
171
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
34 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 34 of 41
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
15 17
0 2
34 94.1%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 Families Forward assisted 15 people in Quarter 1, 3 people in Quarter 2, 8 people in Quarter 3, and 8 people in Quarter 4 for a total of 34 low- income residents served in FY 2023-2024. Of these 10 were female headed households and 2 were disabled.
CDBG funds were used to support case management for homeless families with children and families with children that are at risk of becoming homeless.
Item: 6
172
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
35 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 35 of 41
538 - Family Assistance MinistriesIDIS Activity:
Project: 0009 - Family Assistance Ministry
PGM Year: 2023
Description:
Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 8/29/2024 5:01:09 PM
1030 Calle Negocio San Clemente, CA 92673-6203
National Objective: LMC
Status:
Location:
Case management, food assistance, rental or utility assistance, and case management for households at risk of homelessness or that may be homeless 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $10,000.00 $10,000.00 $10,000.00
$10,000.00 $10,000.00 $10,000.00
Proposed Accomplishments
People (General) : 1,000
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 61
146
207
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
242
27 6
0 6
0 2
0 0
68 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 351
Item: 6
173
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
36 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 36 of 41
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
338
13 0
0 351
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 Family Assistance Ministries assisted 181 people in Quarter 1, 93 people in Quarter 2, 60 people in Quarter 3, and 17 people in Quarter 4 for a total of 351 low-income residents served in FY 2023-2024. Of these 82 were female headed households and 34 were disabled.
CDBG funds used to provide case management and food for Lake Forest households at risk of becoming homeless.
Item: 6
174
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
37 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 37 of 41
539 - South County OutreachIDIS Activity:
Project: 0010 - South County Outreach
PGM Year: 2023
Description:
Operating Costs of Homeless/AIDS
Patients Programs (03T)
Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 8/22/2024 2:46:25 PM
7 Whatney Ste B Irvine, CA 92618-2849
National Objective: LMC
Status:
Location:
Foodbank services, including case management - services also include emergency rent and utility assistance to prevent eviction or termination of services 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $17,000.00 $17,000.00 $17,000.00
$17,000.00 $17,000.00 $17,000.00
Proposed Accomplishments
People (General) : 362
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
2 0
0 0
0 0
0 31
61 94
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
120
0 27
1 0
2 3
1 0
41 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 195
Item: 6
175
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
38 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 38 of 41
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
159
31 5
0 195
100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 South County Outreach assisted 28 people in Quarter 1, 68 people in Quarter 2, 66 people in Quarter 3, and 33 people in Quarter 4 for a total of 195 low-income residents served in FY 2023-2024. Of these 125 were female headed households and 8 were disabled.
CDBG funds to support food bank and rent/utility assistance program for lower-income Lake Forest households at risk of becoming homeless.
Item: 6
176
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
39 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 39 of 41
540 - Vocational VisionsIDIS Activity:
Project: 0011 - Vocational Visions
PGM Year: 2023
Description:
Services for Persons with Disabilities
(05B)
Matrix Code:
Availability/accessibility
Create suitable living environmentsObjective:
Outcome:
Completed 8/22/2024 2:46:05 PM
26041 Pala Mission Viejo, CA 92691-2705
National Objective: LMC
Status:
Location:
Job development for services for adults with developmental disabilities 09/22/2023Initial Funding Date:
Activity to prevent, prepare for, and respond to Coronavirus: No Financing
Fund Type Grant Year Grant Funded Amount Drawn In Program Year Drawn Thru Program Year Total
CDBG EN
Total
2023 B23MC060584 $1,778.00 $1,778.00 $1,778.00
$1,778.00 $1,778.00 $1,778.00
Proposed Accomplishments
People (General) : 27
Number assisted:
Actual Accomplishments
Person
Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
1 1
White:
Black/African American:
Total:
Asian:
American Indian/Alaskan Native:
Native Hawaiian/Other Pacific Islander:
American Indian/Alaskan Native & White:
Asian White:
Black/African American & White:
American Indian/Alaskan Native & Black/African American:
Other multi-racial:
Asian/Pacific Islander:
Hispanic:
Owner
Total Hispanic
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Renter
Total Hispanic
0 0
0 0
0 0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Total
Total Hispanic Total
20 5
1 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0 0 27
Item: 6
177
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
40 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 40 of 41
Female-headed Households: 0 0 0
Income Category:
Low Mod
Moderate
Extremely Low
Non Low Moderate
Total
Percent Low/Mod
Owner
0 0
0 0
0 Renter
0 0
0 0
0 Total
0 0
0 0
0 Person
27 0
0 0
27 100.0%
Annual Accomplishments
Years Accomplishment Narrative # Benefitting
2023 Vocational Visions assisted 27 extremely-low-income residents with intellectual and developmental disabilities in FY 2023-2024. Services included vocational training to ensure a pathway to employment, social inclusion, and lifelong learning.
Item: 6
178
05-Sep-2024
U.S. Department of Housing and Urban Development
15:54
41 Date:
Time:
Page:
Office of Community Planning and Development
Integrated Disbursement and Information System
CDBG Activity Summary Report (GPR) for Program Year 2023
LAKE FOREST
Page:PR03 - LAKE FOREST 41 of 41
$2,485,396.57
$1,179,934.50
$1,976,767.65
Total Funded Amount:
Total Drawn In Program Year:
Total Drawn Thru Program Year:
Item: 6
179
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 1
14:41
09-11-24
CDBG and CDBG-CV Summary of Accomplishments
Program Year: 2023
LAKE FOREST
Activity Group Activity Category f Metrics
Open Count
Open Activities
Disbursed
Completed
Count
Completed
Activities
Disbursed
Program Year
Count
Total Activities
Disbursed
Acquisition
Housing
Public Facilities and Improvements
Public Services
General Administration and
Planning
Grand Total
Acquisition of Real Property (01)
Total Acquisition
Rehab; Single-Unit Residential (14A)
Total Housing
Senior Centers (03A)
Parks, Recreational Facilities (03F)
Sidewalks (03L)
Total Public Facilities and
Improvements
Operating Costs of Homeless/AIDS
Patients Programs (03T)
Senior Services (05A)
Services for Persons with Disabilities
(05B)
Health Services (05M)
Total Public Services
General Program Administration (21A)
Fair Housing Activities (subject to 20%
Admin Cap) (21D)
Total General Administration and
Planning
0 0
0 0
0 0
0 0
0 0
0 1 $0.00 0 $0.00 1 $0.00
1 $0.00 0 $0.00 1 $0.00
2 $226,875.15 0 $0.00 2 $226,875.15
2 $226,875.15 0 $0.00 2 $226,875.15
1 $470,971.32 0 $0.00 1 $470,971.32
0 $0.00 1 $34,500.00 1 $34,500.00
2 $239,768.41 1 $53,339.00 3 $293,107.41
3 $710,739.73 2 $87,839.00 5 $798,578.73
0 $0.00 3 $43,114.96 3 $43,114.96
0 $0.00 2 $11,779.51 2 $11,779.51
0 $0.00 1 $1,778.00 1 $1,778.00
0 $0.00 1 $15,000.00 1 $15,000.00
0 $0.00 7 $71,672.47 7 $71,672.47
1 $0.00 2 $75,308.15 3 $75,308.15
0 $0.00 1 $7,500.00 1 $7,500.00
1 $0.00 3 $82,808.15 4 $82,808.15
7 $937,614.88 12 $242,319.62 19 $1,179,934.50
Count of CDBG and CDBG-CV Activities with Disbursements by Activity Group & Matrix Code Item: 6
180
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 2
14:41
09-11-24
CDBG and CDBG-CV Summary of Accomplishments
Program Year: 2023
LAKE FOREST
Activity Group Matrix Code Accomplishment Type Metrics Open Count Completed Count Program Year
Totals
Acquisition
Housing
Public Facilities and
Improvements
Public Services
Grand Total
Acquisition of Real Property (01)
Total Acquisition
Rehab; Single-Unit Residential (14A)
Total Housing
Senior Centers (03A)
Parks, Recreational Facilities (03F)
Sidewalks (03L)
Total Public Facilities and Improvements
Operating Costs of Homeless/AIDS Patients
Programs (03T)
Senior Services (05A)
Services for Persons with Disabilities (05B)
Health Services (05M)
Total Public Services
Housing Units
Housing Units
Public Facilities
Public Facilities
Persons
Persons
Persons
Persons
Persons
0 0 0
0 0 0
14 0 14
14 0 14
0 0 0
0 5,755 5,755
0 2,822 2,822
0 8,577 8,577
0 580 580
0 40 40
0 27 27
0 2,152 2,152
0 2,799 2,799
14 11,376 11,390
CDBG and CDBG-CV Sum of Actual Accomplishments by Activity Group and Accomplishment Type Item: 6
181
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 3
14:41
09-11-24
CDBG and CDBG-CV Summary of Accomplishments
Program Year: 2023
LAKE FOREST
CDBG and CDBG-CV Beneficiaries by Racial / Ethnic Category Housing-Non
Housing Race Metrics Total
Persons
Total Hispanic
Persons Total Households
Total Hispanic
Households
Housing
Non Housing
Grand Total
White
Asian
Native Hawaiian/Other Pacific Islander
Total Housing
White
Black/African American
Asian
American Indian/Alaskan Native
Native Hawaiian/Other Pacific Islander
American Indian/Alaskan Native & White
Asian & White
Black/African American & White
Amer. Indian/Alaskan Native & Black/African Amer.
Other multi-racial
Total Non Housing
White
Black/African American
Asian
American Indian/Alaskan Native
Native Hawaiian/Other Pacific Islander
American Indian/Alaskan Native & White
Asian & White
Black/African American & White
Amer. Indian/Alaskan Native & Black/African Amer.
Other multi-racial
Total Grand Total
0 0 10 4
0 0 3 0
0 0 1 0
0 0 14 4
3,641 2,099 0 0
93 7 0 0
343 0 0 0
29 3 0 0
24 3 0 0
2 2 0 0
5 0 0 0
1 0 0 0
1 0 0 0
580 135 0 0
4,719 2,249 0 0
3,641 2,099 10 4
93 7 0 0
343 0 3 0
29 3 0 0
24 3 1 0
2 2 0 0
5 0 0 0
1 0 0 0
1 0 0 0
580 135 0 0
4,719 2,249 14 4
Item: 6
182
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 4
14:41
09-11-24
CDBG and CDBG-CV Summary of Accomplishments
Program Year: 2023
LAKE FOREST
Income Levels Metrics Owner Occupied Renter Occupied Persons Housing
Non Housing
Extremely Low (<=30%)
Low (>30% and <=50%)
Mod (>50% and <=80%)
Total Low-Mod
Non Low-Mod (>80%)
Total Beneficiaries
Extremely Low (<=30%)
Low (>30% and <=50%)
Mod (>50% and <=80%)
Total Low-Mod
Non Low-Mod (>80%)
Total Beneficiaries
3 0 0
4 0 0
7 0 0
14 0 0
0 0 0
14 0 0
0 0 2,612
0 0 151
0 0 1,942
0 0 4,705
0 0 14
0 0 4,719
CDBG and CDBG-CV Beneficiaries by Income Category (Click here to view activities) Item: 6
183
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 1
15:59
09-05-24
Program Year 2023
LAKE FOREST , CA
Metrics
Grantee
Program Year
PART I: SUMMARY OF CDBG RESOURCES
01 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PROGRAM YEAR 02 ENTITLEMENT GRANT
03 SURPLUS URBAN RENEWAL
04 SECTION 108 GUARANTEED LOAN FUNDS
05 CURRENT YEAR PROGRAM INCOME
05a CURRENT YEAR SECTION 108 PROGRAM INCOME (FOR SI TYPE) 06 FUNDS RETURNED TO THE LINE-OF-CREDIT
06a FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
07 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE
08 TOTAL AVAILABLE (SUM, LINES 01-07)
PART II: SUMMARY OF CDBG EXPENDITURES
09 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOW/MOD BENEFIT 11 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 09 + LINE 10) 12 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
14 ADJUSTMENT TO COMPUTE TOTAL EXPENDITURES
15 TOTAL EXPENDITURES (SUM, LINES 11-14)
16 UNEXPENDED BALANCE (LINE 08 - LINE 15)
PART III: LOWMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
18 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
19 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
20 ADJUSTMENT TO COMPUTE TOTAL LOW/MOD CREDIT
21 TOTAL LOW/MOD CREDIT (SUM, LINES 17-20)
22 PERCENT LOW/MOD CREDIT (LINE 21/LINE 11)
LOW/MOD BENEFIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOW/MOD BENEFIT CALCULATION 25 CUMULATIVE EXPENDITURES BENEFITING LOW/MOD PERSONS
26 PERCENT BENEFIT TO LOW/MOD PERSONS (LINE 25/LINE 24) PART IV: PUBLIC SERVICE (PS) CAP CALCULATIONS
27 DISBURSED IN IDIS FOR PUBLIC SERVICES
28 PS UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 29 PS UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS
31 TOTAL PS OBLIGATIONS (LINE 27 + LINE 28 - LINE 29 + LINE 30) 32 ENTITLEMENT GRANT
33 PRIOR YEAR PROGRAM INCOME
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32-34)
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31/LINE 35) PART V: PLANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
38 PA UNLIQUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS
41 TOTAL PA OBLIGATIONS (LINE 37 + LINE 38 - LINE 39 +LINE 40) 42 ENTITLEMENT GRANT
43 CURRENT YEAR PROGRAM INCOME
44 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PA CAP
45 TOTAL SUBJECT TO PA CAP (SUM, LINES 42-44)
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 41/LINE 45)
LAKE FOREST , CA
2,023.00
752,481.57
520,784.00
0.00 0.00
149,653.62
0.00 0.00
0.00 0.00
1,422,919.19
716,755.03
0.00 716,755.03
78,385.54
0.00 0.00
795,140.57
627,778.62
0.00 0.00
716,755.03
0.00 716,755.03
100.00%
PY: 2023 PY: PY:
0.00 0.00
0.00%
71,672.47
0.00 0.00
0.00 71,672.47
520,784.00
131,109.07
0.00 651,893.07
10.99%
78,385.54
0.00 0.00
0.00 78,385.54
520,784.00
149,653.62
0.00 670,437.62
11.69%
Item: 6
184
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 2
15:59
09-05-24
Program Year 2023
LAKE FOREST , CA
LINE 17 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 17 No data returned for this view. This might be because the applied filter excludes all data.
LINE 18 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 18 No data returned for this view. This might be because the applied filter excludes all data.
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020
2019
2019
2021
2021
2021
2021
2022
2022
2022
2022
2022
2022
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
24 2
14 12
12 12
12 14
14 14
14 14
14 8
8 8
9 9
9 9
10 10
10 10
4 4
4 4
5 5
5 5
11 11
11 6
6 6
6 2
2 2
511
465
477
506
506
506
506
528
528
528
528
528
528
537
537
537
538
538
538
538
539
539
539
539
533
533
533
533
534
534
534
534
540
540
540
535
535
535
535
531
531
531
6894386
6885350
6878335
6850275
6859212
6878335
6894386
6834058
6841179
6885350
6894391
6914723
6932551
6850275
6885350
6894391
6850275
6878335
6932551
6935116
6850275
6878335
6894391
6932551
6850275
6885350
6914723
6932551
6850275
6878335
6894391
6932551
6850275
6894391
6932551
6850275
6885350
6894391
6932551
6834058
6834062
6841179
CV Public Facility Improvements - Senior Center Patio Cover El Toro Park Improvements
Accessible Pedestrian Signals (APS) Installation
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 13
ADA Sidewalk Curb Ramps Phase 14
ADA Sidewalk Curb Ramps Phase 14
ADA Sidewalk Curb Ramps Phase 14
ADA Sidewalk Curb Ramps Phase 14
ADA Sidewalk Curb Ramps Phase 14
ADA Sidewalk Curb Ramps Phase 14
Families Forward
Families Forward
Families Forward
Family Assistance Ministries
Family Assistance Ministries
Family Assistance Ministries
Family Assistance Ministries
South County Outreach
South County Outreach
South County Outreach
South County Outreach
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Alzheimer's Orange County
Alzheimer's Orange County
Alzheimer's Orange County
Alzheimer's Orange County
Vocational Visions
Vocational Visions
Vocational Visions
Camino Health Center
Camino Health Center
Camino Health Center
Camino Health Center
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
03A
03A
03F
03F
03L
03L
03L
03L
03L
03L
03L
03L
03L
03L
03L
03L
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
05A
05A
05A
05A
05A
05A
05A
05A
05A
05B
05B
05B
05B
05M
05M
05M
05M
05M
14A
14A
14A
LMC
Matrix Code 03A
LMA
Matrix Code 03F
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 03L
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
Matrix Code 05B
LMC
LMC
LMC
LMC
Matrix Code 05M
LMH
LMH
LMH
$90,600.00
$90,600.00
$34,500.00
$34,500.00
$53,339.00
$1,914.00
$108,726.00
$17,620.00
$1,543.00
$4,199.93
$1,405.66
$1,666.07
$81,506.75
$18,569.00
$2,618.00
$293,107.41
$3,661.56
$6,656.99
$5,796.41
$1,572.36
$427.64
$3,837.07
$4,162.93
$4,982.00
$3,474.06
$4,750.00
$3,793.94
$43,114.96
$1,875.00
$1,665.00
$1,980.00
$1,259.51
$1,250.00
$1,250.00
$1,250.00
$1,250.00
$11,779.51
$825.00
$253.00
$700.00
$1,778.00
$3,750.00
$3,750.00
$3,750.00
$3,750.00
$15,000.00
$2,550.00
$16,485.00
$2,521.00
Item: 6
185
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 3
15:59
09-05-24
Program Year 2023
LAKE FOREST , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
Total
2 2
2 2
2 2
2 2
3 3
3 3
3 3
3 3
3 3
3 531
531
531
531
531
531
531
531
532
532
532
532
532
532
532
532
532
532
532
6850275
6859212
6878335
6885350
6894386
6894391
6914723
6932551
6834058
6834062
6841179
6850275
6859212
6878335
6885350
6894386
6894391
6914723
6932551
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Housing Rehabilitation Loans
Paint Program Grants
Paint Program Grants
Paint Program Grants
Paint Program Grants
Paint Program Grants
Paint Program Grants
Paint Program Grants
Paint Program Grants
Paint Program Grants
Paint Program Grants
Paint Program Grants
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
14A
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
LMH
Matrix Code 14A
$27,620.35
$1,576.16
$33,361.00
$1,610.00
$17,301.00
$3,519.80
$33,149.49
$53,481.35
$225.00
$630.00
$405.00
$495.00
$4,905.00
$17,545.00
$630.00
$135.00
$90.00
$3,825.00
$4,815.00
$226,875.15
$716,755.03
LINE 27 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 27 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number
Activity to
prevent,
prepare for,
and respond
to
Coronavirus
Activity Name Grant Number Fund
Type
Matrix
Code
National
Objective
Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
Total
8 8
8 9
9 9
9 10
10 10
10 4
4 4
4 5
5 5
5 11
11 11
6 6
6 6
537
537
537
538
538
538
538
539
539
539
539
533
533
533
533
534
534
534
534
540
540
540
535
535
535
535
6850275
6885350
6894391
6850275
6878335
6932551
6935116
6850275
6878335
6894391
6932551
6850275
6885350
6914723
6932551
6850275
6878335
6894391
6932551
6850275
6894391
6932551
6850275
6885350
6894391
6932551
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Families Forward
Families Forward
Families Forward
Family Assistance Ministries
Family Assistance Ministries
Family Assistance Ministries
Family Assistance Ministries
South County Outreach
South County Outreach
South County Outreach
South County Outreach
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Age Well Senior Services
Alzheimer's Orange County
Alzheimer's Orange County
Alzheimer's Orange County
Alzheimer's Orange County
Vocational Visions
Vocational Visions
Vocational Visions
Camino Health Center
Camino Health Center
Camino Health Center
Camino Health Center
Activity to prevent, prepare for, and respond to Coronavirus B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
B23MC060584
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
EN
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
03T
05A
05A
05A
05A
05A
05A
05A
05A
05A
05B
05B
05B
05B
05M
05M
05M
05M
05M
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 03T
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
Matrix Code 05A
LMC
LMC
LMC
Matrix Code 05B
LMC
LMC
LMC
LMC
Matrix Code 05M
$3,661.56
$6,656.99
$5,796.41
$1,572.36
$427.64
$3,837.07
$4,162.93
$4,982.00
$3,474.06
$4,750.00
$3,793.94
$43,114.96
$1,875.00
$1,665.00
$1,980.00
$1,259.51
$1,250.00
$1,250.00
$1,250.00
$1,250.00
$11,779.51
$825.00
$253.00
$700.00
$1,778.00
$3,750.00
$3,750.00
$3,750.00
$3,750.00
$15,000.00
$71,672.47
$71,672.47
LINE 37 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 37 Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2023
2023
2023
1 1
1 530
530
530
6834050
6834058
6834062
CDBG Administration
CDBG Administration
CDBG Administration
21A
21A
21A
$1,325.46
$2,022.92
$2,772.21
Item: 6
186
PR26 - CDBG Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 4
15:59
09-05-24
Program Year 2023
LAKE FOREST , CA
Plan
Year
IDIS
Project
IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
2023
Total
1 1
1 1
1 1
1 1
1 1
7 7
7 7
530
530
530
530
530
530
530
530
530
530
536
536
536
536
6841179
6850275
6859212
6878335
6885350
6894386
6894391
6904802
6914723
6932551
6850275
6878335
6894391
6932551
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
CDBG Administration
Fair Housing Council of OC
Fair Housing Council of OC
Fair Housing Council of OC
Fair Housing Council of OC
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21D
21D
21D
21D
21D
Matrix Code 21A
Matrix Code 21D
$6,357.18
$12,140.62
$1,779.61
$7,999.66
$980.49
$3,699.15
$15,672.26
$1,987.73
$1,996.45
$12,151.80
$70,885.54
$1,875.00
$1,868.01
$1,878.50
$1,878.49
$7,500.00
$78,385.54
Item: 6
187
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 1
15:41
09-06-24
LAKE FOREST , CA
Metrics
New Grantee (CV)
PART I: SUMMARY OF CDBG-CV RESOURCES
01 CDBG-CV GRANT
02 FUNDS RETURNED TO THE LINE-OF-CREDIT
03 FUNDS RETURNED TO THE LOCAL CDBG ACCOUNT
04 TOTAL CDBG-CV FUNDS AWARDED
PART II: SUMMARY OF CDBG-CV EXPENDITURES
05 DISBURSEMENTS OTHER THAN SECTION 108 REPAYMENTS AND PLANNING/ADMINISTRATION 06 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
07 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS
08 TOTAL EXPENDITURES (SUM, LINES 05 - 07)
09 UNEXPENDED BALANCE (LINE 04 - LINE8 )
PART III: LOWMOD BENEFIT FOR THE CDBG-CV GRANT
10 EXPENDED FOR LOW/MOD HOUSING IN SPECIAL AREAS
11 EXPENDED FOR LOW/MOD MULTI-UNIT HOUSING
12 DISBURSED FOR OTHER LOW/MOD ACTIVITIES
13 TOTAL LOW/MOD CREDIT (SUM, LINES 10 - 12)
14 AMOUNT SUBJECT TO LOW/MOD BENEFIT (LINE 05)
15 PERCENT LOW/MOD CREDIT (LINE 13/LINE 14)
PART IV: PUBLIC SERVICE (PS) CALCULATIONS
16 DISBURSED IN IDIS FOR PUBLIC SERVICES
17 CDBG-CV GRANT
18 PERCENT OF FUNDS DISBURSED FOR PS ACTIVITIES (LINE 16/LINE 17) PART V: PLANNING AND ADMINISTRATION (PA) CAP
19 DISBURSED IN IDIS FOR PLANNING/ADMINISTRATION
20 CDBG-CV GRANT
21 PERCENT OF FUNDS DISBURSED FOR PA ACTIVITIES (LINE 19/LINE 20)
LAKE FOREST , CA
862,153.00
0.00 0.00
862,153.00
792,813.84
50,114.00
0.00 842,927.84
19,225.16
0.00 0.00
713,098.84
713,098.84
792,813.84
89.95%
291,430.14
862,153.00
33.80%
50,114.00
862,153.00
5.81%
Item: 6
188
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 2
15:41
09-06-24
LAKE FOREST , CA
LINE 10 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 10 No data returned for this view. This might be because the applied filter excludes all data.
LINE 11 DETAIL: ACTIVITIES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ON LINE 11 No data returned for this view. This might be because the applied filter excludes all data.
LINE 12 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 12 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020 20
24 489
490
491
512
513
514
510
511
6498597
6508333
6537326
6640547
6666781
6480254
6485411
6522446
6537326
6612144
6640547
6666781
6713180
6745513
6498597
6537326
6612144
6728826
6745513
6791198
6805108
6697398
6728826
6745513
6734839
6745513
6791198
6805108
6805108
6669007
6728826
6734839
6649229
6666781
6728826
6761667
6770658
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Accessible Van
CV Public Facility Improvement - Senior Center PPE
CV Public Facility Improvement - Senior Center PPE
CV Public Facility Improvement - Senior Center PPE
CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover 05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05A
05A
05A
05A
05A
05A
05A
05A
03A
03A
03A
03A
03A
03A
03A
03A
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$21,104.05
$20,131.50
$7,751.12
$4,789.26
$9,442.07
$17,441.22
$14,346.28
$10,983.88
$4,406.00
$9,934.56
$279.12
$1,333.05
$2,545.29
$1,948.60
$26,514.00
$35,818.00
$886.00
$12,949.56
$10,335.50
$6,176.47
$9,708.47
$2,938.25
$427.04
$740.85
$6,250.00
$6,250.00
$6,250.00
$6,250.00
$33,500.00
$3,658.28
$7,204.17
$7,527.43
$1,400.00
$5,812.50
$3,250.00
$1,165.00
$3,537.50
Item: 6
189
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 3
15:41
09-06-24
LAKE FOREST , CA
Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020
Total
24 511 6791198
6805108
6834046
6834047
6841181
6850278
6858623
6878337
6885354
6894387
6932552
6932554
CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover CV Public Facility Improvements - Senior Center Patio Cover 03A
03A
03A
03A
03A
03A
03A
03A
03A
03A
03A
03A
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$5,182.50
$2,560.00
$352.50
$2,275.00
$1,390.00
$3,272.50
$5,730.00
$3,946.25
$4,920.00
$183,866.96
$141,101.86
$33,516.25
$713,098.84
LINE 16 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 16 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020
Total
20 489
490
491
512
513
514
6498597
6508333
6537326
6640547
6666781
6480254
6485411
6522446
6537326
6612144
6640547
6666781
6713180
6745513
6498597
6537326
6612144
6728826
6745513
6791198
6805108
6697398
6728826
6745513
6734839
6745513
6791198
6805108
6805108
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Families Forward
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV-Family Assistance Ministries
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - South County Outreach
CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV - City of Lake Forest Senior Clubhouse Pre-Packaged Food CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Meals on Wheels
CV Age Well Accessible Van
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05Q
05A
05A
05A
05A
05A
05A
05A
05A
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
LMC
$21,104.05
$20,131.50
$7,751.12
$4,789.26
$9,442.07
$17,441.22
$14,346.28
$10,983.88
$4,406.00
$9,934.56
$279.12
$1,333.05
$2,545.29
$1,948.60
$26,514.00
$35,818.00
$886.00
$12,949.56
$10,335.50
$6,176.47
$9,708.47
$2,938.25
$427.04
$740.85
$6,250.00
$6,250.00
$6,250.00
$6,250.00
$33,500.00
$291,430.14
LINE 19 DETAIL: ACTIVITIES INCLUDED IN THE COMPUTATION OF LINE 19 Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020 23 494 6522446
6537326
6626665
6640547
6649229
6666781
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
21A
21A
21A
21A
21A
21A
$10,545.00
$4,560.00
$6,411.92
$5,472.03
$12.39
$4,507.07
Item: 6
190
PR26 - CDBG-CV Financial Summary Report
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
DATE:
TIME:
PAGE: 4
15:41
09-06-24
LAKE FOREST , CA
Plan Year IDIS Project IDIS
Activity
Voucher
Number Activity Name Matrix
Code
National
Objective Drawn Amount
2020
Total
23 494 6697394
6697395
6697398
6707737
6713180
6728826
6734839
6745513
6761667
6770658
6791198
6805108
6834045
6834046
6834047
6841181
6850278
6858623
6878337
6885354
6894387
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
CV - Program Administration
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
21A
$142.00
$205.24
$619.78
$284.33
$442.58
$4,684.67
$2,816.97
$724.61
$883.32
$2,364.32
$152.84
$862.32
$257.68
$402.39
$328.67
$122.37
$2,087.46
$307.67
$646.96
$138.41
$131.00
$50,114.00
Item: 6
191
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 1/16
IDIS
1/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Authorized Amount
CDBG EN
RL
LAKE FOREST
EN Subtotal:
LAKE FOREST
CA
CA
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
LAKE FOREST Subtotal:
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
B94MC060584
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B01MC060584
B02MC060584
B03MC060584
B04MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$371,000.00
$458,000.00
$387,000.00
$381,000.00
$406,000.00
$409,000.00
$424,000.00
$368,000.00
$359,000.00
$529,000.00
$594,000.00
$560,041.00
$502,478.00
$498,228.00
$478,551.00
$481,401.00
$519,030.00
$432,293.00
$414,611.00
$441,041.00
$420,220.00
$381,833.00
$399,075.00
$416,658.00
$479,058.00
$488,301.00
$513,771.00
$513,604.00
$509,742.00
$520,784.00
$13,656,720.00
$13,656,720.00
$56,790.50
$216,047.73
$207,816.54
$73,959.44
$26,280.49
$144,983.87
$55,046.24
$186,773.72
$14,898.16
$96,950.68
$142,069.99
$110,520.78
$150,805.94
$57,428.73
$126,704.08
$238,010.61
$87,510.00
$131,109.07
$149,653.62
Item: 6
192
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 2/16
IDIS
2/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Suballocated Amount
CDBG EN
RL
LAKE FOREST
EN Subtotal:
LAKE FOREST
CA
CA
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
LAKE FOREST Subtotal:
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
B94MC060584
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B01MC060584
B02MC060584
B03MC060584
B04MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Item: 6
193
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 3/16
IDIS
3/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Amount
Committed to
Activities
CDBG EN
RL
LAKE FOREST
EN Subtotal:
LAKE FOREST
CA
CA
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
LAKE FOREST Subtotal:
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
B94MC060584
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B01MC060584
B02MC060584
B03MC060584
B04MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$371,000.00
$458,000.00
$387,000.00
$381,000.00
$406,000.00
$409,000.00
$424,000.00
$368,000.00
$359,000.00
$529,000.00
$594,000.00
$560,041.00
$502,478.00
$498,228.00
$478,551.00
$481,401.00
$519,030.00
$432,293.00
$414,611.00
$441,041.00
$420,220.00
$381,833.00
$399,075.00
$416,658.00
$479,058.00
$488,301.00
$513,771.00
$513,604.00
$509,742.00
$396,824.14
$13,532,760.14
$13,532,760.14
$56,790.50
$216,047.73
$207,816.54
$73,959.44
$26,280.49
$144,983.87
$55,046.24
$186,773.72
$14,898.16
$96,950.68
$142,069.99
$110,520.78
$150,805.94
$57,428.73
$126,704.08
$238,010.61
$87,510.00
$131,109.07
$133,938.62
Item: 6
194
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 4/16
IDIS
4/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Net Drawn Amount
CDBG EN
RL
LAKE FOREST
EN Subtotal:
LAKE FOREST
CA
CA
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
LAKE FOREST Subtotal:
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
B94MC060584
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B01MC060584
B02MC060584
B03MC060584
B04MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$371,000.00
$458,000.00
$387,000.00
$381,000.00
$406,000.00
$409,000.00
$424,000.00
$368,000.00
$359,000.00
$529,000.00
$594,000.00
$560,041.00
$502,478.00
$498,228.00
$478,551.00
$481,401.00
$519,030.00
$432,293.00
$414,611.00
$441,041.00
$420,220.00
$381,833.00
$399,075.00
$416,658.00
$479,058.00
$488,301.00
$513,771.00
$196,527.69
$394,115.31
$341,423.38
$13,044,656.38
$13,044,656.38
$56,790.50
$216,047.73
$207,816.54
$73,959.44
$26,280.49
$144,983.87
$55,046.24
$186,773.72
$14,898.16
$96,950.68
$142,069.99
$110,520.78
$150,805.94
$57,428.73
$126,704.08
$238,010.61
$87,510.00
$131,109.07
$133,938.62
Item: 6
195
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 5/16
IDIS
5/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics FY YTD Net Draw Amount
CDBG EN
RL
LAKE FOREST
EN Subtotal:
LAKE FOREST
CA
CA
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
LAKE FOREST Subtotal:
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
B94MC060584
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B01MC060584
B02MC060584
B03MC060584
B04MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$17,512.69
$72,698.78
$72,761.75
$96,323.26
$60,482.09
$341,423.38
$661,201.95
$661,201.95
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$133,938.62
Item: 6
196
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 6/16
IDIS
6/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Available to Commit
CDBG EN
RL
LAKE FOREST
EN Subtotal:
LAKE FOREST
CA
CA
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
LAKE FOREST Subtotal:
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
B94MC060584
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B01MC060584
B02MC060584
B03MC060584
B04MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$123,959.86
$123,959.86
$123,959.86
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$15,715.00
Item: 6
197
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 7/16
IDIS
7/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Available to Draw
CDBG EN
RL
LAKE FOREST
EN Subtotal:
LAKE FOREST
CA
CA
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
LAKE FOREST Subtotal:
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
B94MC060584
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B01MC060584
B02MC060584
B03MC060584
B04MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$317,076.31
$115,626.69
$179,360.62
$612,063.62
$612,063.62
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$15,715.00
Item: 6
198
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 8/16
IDIS
8/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Recapture Amount
CDBG EN
RL
LAKE FOREST
EN Subtotal:
LAKE FOREST
CA
CA
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
LAKE FOREST Subtotal:
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
B94MC060584
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B01MC060584
B02MC060584
B03MC060584
B04MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
B05MC060584
B06MC060584
B07MC060584
B08MC060584
B09MC060584
B10MC060584
B11MC060584
B12MC060584
B13MC060584
B14MC060584
B15MC060584
B16MC060584
B17MC060584
B18MC060584
B19MC060584
B20MC060584
B21MC060584
B22MC060584
B23MC060584
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Item: 6
199
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 9/16
IDIS
9/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Authorized Amount
CDBG
CDBG-R
GRANTEE TOTALS
RL
PI
EN
LAKE FOREST
RL Subtotal:
LAKE FOREST
PI Subtotal:
LAKE FOREST
EN Subtotal:
CA
CA
CA
LAKE FOREST Subtotal:
1995
1996
1997
1998
1999
2000
2002
2004
2005
2007
2018
LAKE FOREST Subtotal:
2009
LAKE FOREST Subtotal:
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B02MC060584
B04MC060584
B05MC060584
B07MC060584
B18MC060584
B09MY060584
$2,273,360.19
$2,273,360.19
$746.24
$7,758.01
$17,546.68
$51,268.00
$15,302.78
$15,539.29
$18,847.00
$134,629.24
$99,033.38
$326,000.00
$0.00
$686,670.62
$686,670.62
$129,993.00
$129,993.00
$129,993.00
$16,746,743.81
Item: 6
200
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 10/16
IDIS
10/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Suballocated Amount
CDBG
CDBG-R
GRANTEE TOTALS
RL
PI
EN
LAKE FOREST
RL Subtotal:
LAKE FOREST
PI Subtotal:
LAKE FOREST
EN Subtotal:
CA
CA
CA
LAKE FOREST Subtotal:
1995
1996
1997
1998
1999
2000
2002
2004
2005
2007
2018
LAKE FOREST Subtotal:
2009
LAKE FOREST Subtotal:
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B02MC060584
B04MC060584
B05MC060584
B07MC060584
B18MC060584
B09MY060584
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Item: 6
201
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 11/16
IDIS
11/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Amount
Committed to
Activities
CDBG
CDBG-R
GRANTEE TOTALS
RL
PI
EN
LAKE FOREST
RL Subtotal:
LAKE FOREST
PI Subtotal:
LAKE FOREST
EN Subtotal:
CA
CA
CA
LAKE FOREST Subtotal:
1995
1996
1997
1998
1999
2000
2002
2004
2005
2007
2018
LAKE FOREST Subtotal:
2009
LAKE FOREST Subtotal:
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B02MC060584
B04MC060584
B05MC060584
B07MC060584
B18MC060584
B09MY060584
$2,257,645.19
$2,257,645.19
$746.24
$7,758.01
$17,546.68
$51,268.00
$15,302.78
$15,539.29
$18,847.00
$134,629.24
$99,033.38
$326,000.00
$0.00
$686,670.62
$686,670.62
$129,993.00
$129,993.00
$129,993.00
$16,607,068.95
Item: 6
202
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 12/16
IDIS
12/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Net Drawn Amount
CDBG
CDBG-R
GRANTEE TOTALS
RL
PI
EN
LAKE FOREST
RL Subtotal:
LAKE FOREST
PI Subtotal:
LAKE FOREST
EN Subtotal:
CA
CA
CA
LAKE FOREST Subtotal:
1995
1996
1997
1998
1999
2000
2002
2004
2005
2007
2018
LAKE FOREST Subtotal:
2009
LAKE FOREST Subtotal:
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B02MC060584
B04MC060584
B05MC060584
B07MC060584
B18MC060584
B09MY060584
$2,257,645.19
$2,257,645.19
$746.24
$7,758.01
$17,546.68
$51,268.00
$15,302.78
$15,539.29
$18,847.00
$134,629.24
$99,033.38
$326,000.00
$0.00
$686,670.62
$686,670.62
$129,993.00
$129,993.00
$129,993.00
$16,118,965.19
Item: 6
203
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 13/16
IDIS
13/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics FY YTD Net Draw Amount
CDBG
CDBG-R
GRANTEE TOTALS
RL
PI
EN
LAKE FOREST
RL Subtotal:
LAKE FOREST
PI Subtotal:
LAKE FOREST
EN Subtotal:
CA
CA
CA
LAKE FOREST Subtotal:
1995
1996
1997
1998
1999
2000
2002
2004
2005
2007
2018
LAKE FOREST Subtotal:
2009
LAKE FOREST Subtotal:
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B02MC060584
B04MC060584
B05MC060584
B07MC060584
B18MC060584
B09MY060584
$133,938.62
$133,938.62
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$795,140.57
Item: 6
204
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 14/16
IDIS
14/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Available to Commit
CDBG
CDBG-R
GRANTEE TOTALS
RL
PI
EN
LAKE FOREST
RL Subtotal:
LAKE FOREST
PI Subtotal:
LAKE FOREST
EN Subtotal:
CA
CA
CA
LAKE FOREST Subtotal:
1995
1996
1997
1998
1999
2000
2002
2004
2005
2007
2018
LAKE FOREST Subtotal:
2009
LAKE FOREST Subtotal:
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B02MC060584
B04MC060584
B05MC060584
B07MC060584
B18MC060584
B09MY060584
$15,715.00
$15,715.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$139,674.86
Item: 6
205
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 15/16
IDIS
15/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Available to Draw
CDBG
CDBG-R
GRANTEE TOTALS
RL
PI
EN
LAKE FOREST
RL Subtotal:
LAKE FOREST
PI Subtotal:
LAKE FOREST
EN Subtotal:
CA
CA
CA
LAKE FOREST Subtotal:
1995
1996
1997
1998
1999
2000
2002
2004
2005
2007
2018
LAKE FOREST Subtotal:
2009
LAKE FOREST Subtotal:
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B02MC060584
B04MC060584
B05MC060584
B07MC060584
B18MC060584
B09MY060584
$15,715.00
$15,715.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$627,778.62
Item: 6
206
U.S. DEPARTMENT OF HOUSING AND
URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND
DEVELOPMENT
PR01 - HUD Grants and Program Income
DATE: 9/12/2024
TIME: 4:17:59 PM
PAGE: 16/16
IDIS
16/16
Program Fund
Type Grantee Name Grantee State CodeGrant Year Grant Number Metrics Recapture Amount
CDBG
CDBG-R
GRANTEE TOTALS
RL
PI
EN
LAKE FOREST
RL Subtotal:
LAKE FOREST
PI Subtotal:
LAKE FOREST
EN Subtotal:
CA
CA
CA
LAKE FOREST Subtotal:
1995
1996
1997
1998
1999
2000
2002
2004
2005
2007
2018
LAKE FOREST Subtotal:
2009
LAKE FOREST Subtotal:
B95MC060584
B96MC060584
B97MC060584
B98MC060584
B99MC060584
B00MC060584
B02MC060584
B04MC060584
B05MC060584
B07MC060584
B18MC060584
B09MY060584
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Item: 6
207
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
Drawdown Report by Project and Activity
DATE: 09-12-24
16:18 TIME:
PAGE: 1
IDIS - PR05
LAKE FOREST , CA
PROGRAM
PROJECT
ACTIVITY
:
:
:
REPORT FOR ALL
ALL
ALL
PGM YR : ALL2023
Program Year/ Project
Activity Name
IDIS
Act ID
Prior
Year
Voucher
Number
Line
Item
Voucher
Status
LOCCS
Send Date Grant Number
Fund
Type
Drawn
Amount
Grant
Year
2023 1 CDBG Administration 530 CDBG Administration
6834050 1 Completed 11/6/2023 B23MC060584 EN $1,325.462023 6834058 1 Completed 11/6/2023 B23MC060584 EN $2,022.922023 6834062 1 Completed 11/6/2023 B23MC060584 EN $2,772.212023 6841179 1 Completed 11/29/2023 B23MC060584 EN $6,357.182023 6850275 1 Completed 1/2/2024 B23MC060584 EN $12,140.622023 6859212 1 Completed 1/24/2024 B23MC060584 EN $1,779.612023 6878335 1 Completed 3/19/2024 B23MC060584 EN $7,999.662023 6885350 1 Completed 4/3/2024 B23MC060584 EN $980.492023 6894386 1 Completed 4/26/2024 B23MC060584 EN $3,699.152023 6894391 1 Completed 4/26/2024 B23MC060584 EN $15,672.262023 6904802 1 Completed 6/26/2024 B23MC060584 EN $1,987.732023 6914723 1 Completed 6/26/2024 B23MC060584 EN $1,996.452023 Y 6932551 1 Completed 8/19/2024 B23MC060584 EN $12,151.802023 Activity Total $70,885.54
Project Total $70,885.54
2023 2 Housing Rehabilitation Loans 531 Housing Rehabilitation Loans 6834058 2 Completed 11/6/2023 B23MC060584 RL $2,550.002023 6834062 2 Completed 11/6/2023 B23MC060584 RL $16,485.002023 6841179 2 Completed 11/29/2023 B23MC060584 RL $2,521.002023 6850275 10 Completed 1/2/2024 B23MC060584 RL $27,620.352023 6859212 2 Completed 1/24/2024 B23MC060584 RL $1,576.162023 6878335 6 Completed 3/19/2024 B23MC060584 RL $33,361.002023 6885350 5 Completed 4/3/2024 B23MC060584 RL $1,610.002023 6894386 2 Completed 4/26/2024 B23MC060584 RL $17,301.002023 6894391 8 Completed 4/26/2024 B23MC060584 RL $3,519.802023 Item: 6
208
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
Drawdown Report by Project and Activity
DATE: 09-12-24
16:18 TIME:
PAGE: 2
IDIS - PR05
LAKE FOREST , CA
Item: 6
209
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
Drawdown Report by Project and Activity
DATE: 09-12-24
16:18 TIME:
PAGE: 3
IDIS - PR05
LAKE FOREST , CA
Program Year/ Project
Activity Name
IDIS
Act ID
Prior
Year
Voucher
Number
Line
Item
Voucher
Status
LOCCS
Send Date Grant Number
Fund
Type
Drawn
Amount
Grant
Year
6914723 3 Completed 6/26/2024 B23MC060584 RL $27,394.312023 6914723 4 Completed 6/26/2024 B23MC060584 EN $5,755.182023 Y 6932551 9 Completed 8/19/2024 B23MC060584 EN $53,481.352023 Activity Total $193,175.15
Project Total $193,175.15
2023 3 Paint Program Grants 532 Paint Program Grants
6834058 3 Completed 11/6/2023 B23MC060584 EN $225.002023 6834062 3 Completed 11/6/2023 B23MC060584 EN $630.002023 6841179 3 Completed 11/29/2023 B23MC060584 EN $405.002023 6850275 11 Completed 1/2/2024 B23MC060584 EN $495.002023 6859212 3 Completed 1/24/2024 B23MC060584 EN $4,905.002023 6878335 7 Completed 3/19/2024 B23MC060584 EN $17,545.002023 6885350 6 Completed 4/3/2024 B23MC060584 EN $630.002023 6894386 3 Completed 4/26/2024 B23MC060584 EN $135.002023 6894391 9 Completed 4/26/2024 B23MC060584 EN $90.002023 6914723 5 Completed 6/26/2024 B23MC060584 EN $3,825.002023 Y 6932551 10 Completed 8/19/2024 B23MC060584 EN $4,815.002023 Activity Total $33,700.00
Project Total $33,700.00
2023 4 Age Well Senior Services 533 Age Well Senior Services 6850275 3 Completed 1/2/2024 B23MC060584 EN $1,875.002023 6885350 2 Completed 4/3/2024 B23MC060584 EN $1,665.002023 6914723 2 Completed 6/26/2024 B23MC060584 EN $1,980.002023 Y 6932551 3 Completed 8/19/2024 B23MC060584 EN $1,259.512023 Activity Total $6,779.51
Project Total $6,779.51
2023 5 Alzheimers Orange County 534 Alzheimer's Orange County 6850275 4 Completed 1/2/2024 B23MC060584 EN $1,250.002023 6878335 3 Completed 3/19/2024 B23MC060584 EN $1,250.002023 Item: 6
210
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
Drawdown Report by Project and Activity
DATE: 09-12-24
16:18 TIME:
PAGE: 4
IDIS - PR05
LAKE FOREST , CA
Item: 6
211
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
Drawdown Report by Project and Activity
DATE: 09-12-24
16:18 TIME:
PAGE: 5
IDIS - PR05
LAKE FOREST , CA
Program Year/ Project
Activity Name
IDIS
Act ID
Prior
Year
Voucher
Number
Line
Item
Voucher
Status
LOCCS
Send Date Grant Number
Fund
Type
Drawn
Amount
Grant
Year
6894391 3 Completed 4/26/2024 B23MC060584 EN $1,250.002023 Y 6932551 4 Completed 8/19/2024 B23MC060584 EN $1,250.002023 Activity Total $5,000.00
Project Total $5,000.00
2023 6 Camino Health Center 535 Camino Health Center
6850275 5 Completed 1/2/2024 B23MC060584 EN $3,750.002023 6885350 3 Completed 4/3/2024 B23MC060584 EN $3,750.002023 6894391 4 Completed 4/26/2024 B23MC060584 EN $3,750.002023 Y 6932551 5 Completed 8/19/2024 B23MC060584 EN $3,750.002023 Activity Total $15,000.00
Project Total $15,000.00
2023 7 Fair Housing Council of OC 536 Fair Housing Council of OC 6850275 2 Completed 1/2/2024 B23MC060584 EN $1,875.002023 6878335 2 Completed 3/19/2024 B23MC060584 EN $1,868.012023 6894391 2 Completed 4/26/2024 B23MC060584 EN $1,878.502023 Y 6932551 2 Completed 8/19/2024 B23MC060584 EN $1,878.492023 Activity Total $7,500.00
Project Total $7,500.00
2023 8 Families Forward 537 Families Forward
6850275 6 Completed 1/2/2024 B23MC060584 EN $3,661.562023 6885350 4 Completed 4/3/2024 B23MC060584 EN $6,656.992023 6894391 5 Completed 4/26/2024 B23MC060584 EN $5,796.412023 Activity Total $16,114.96
Project Total $16,114.96
2023 9 Family Assistance Ministry 538 Family Assistance Ministries 6850275 7 Completed 1/2/2024 B23MC060584 EN $1,572.362023 6878335 4 Completed 3/19/2024 B23MC060584 EN $427.642023 Y 6932551 6 Completed 8/19/2024 B23MC060584 EN $3,837.072023 Item: 6
212
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
Drawdown Report by Project and Activity
DATE: 09-12-24
16:18 TIME:
PAGE: 6
IDIS - PR05
LAKE FOREST , CA
Item: 6
213
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
Drawdown Report by Project and Activity
DATE: 09-12-24
16:18 TIME:
PAGE: 7
IDIS - PR05
LAKE FOREST , CA
Program Year/ Project
Activity Name
IDIS
Act ID
Prior
Year
Voucher
Number
Line
Item
Voucher
Status
LOCCS
Send Date Grant Number
Fund
Type
Drawn
Amount
Grant
Year
Y 6935116 1 Completed 8/23/2024 B23MC060584 EN $4,162.932023 Activity Total $10,000.00
Project Total $10,000.00
2023 10 South County Outreach 539 South County Outreach 6850275 8 Completed 1/2/2024 B23MC060584 EN $4,982.002023 6878335 5 Completed 3/19/2024 B23MC060584 EN $3,474.062023 6894391 6 Completed 4/26/2024 B23MC060584 EN $4,750.002023 Y 6932551 7 Completed 8/19/2024 B23MC060584 EN $3,793.942023 Activity Total $17,000.00
Project Total $17,000.00
2023 11 Vocational Visions 540 Vocational Visions
6850275 9 Completed 1/2/2024 B23MC060584 EN $825.002023 6894391 7 Completed 4/26/2024 B23MC060584 EN $253.002023 Y 6932551 8 Completed 8/19/2024 B23MC060584 EN $700.002023 Activity Total $1,778.00
Project Total $1,778.00
Program Year 2023 Total $376,933.16
$376,933.16Grand Total2023
Item: 6
214
U.S. Department of Housing and Urban Development
Office of Community Planning and Development
Integrated Disbursement and Information System
Drawdown Report by Project and Activity
DATE: 09-12-24
16:18 TIME:
PAGE: 8
IDIS - PR05
LAKE FOREST , CA
2023
Item: 6
215
Page: 1 of 2
IDIS - PR09 U.S. Department of Housing and Urban Development Date: 09-12-24 Time: 16:20
Page: 1
Report for Program:
*Data Only Provided for Time Period Queried:07-01-2023 to 09-12-2024 Office of Community Planning and Development
Integrated Disbursement and Information System
Program Income Details by Fiscal Year and Program
LAKE FOREST,CA
Year Program
Associated Fund Estimated
TransactionGrant Number Type Income for Year Voucher # Created Voucher
Type
Voucher
Actv. ID
IDIS
Code
Matrix
Amount
Receipted/DrawnProgram IDIS
Proj. ID
2022 0.00RLB22MC060584CDBG
RECEIPTS
5410100 -001 516 14A 33,631.0008/17/2023 2
DRAWS
6795373 -009 516 14A 3,970.0007/24/2023 PY 2
6805107 -008 516 14A 33,631.0008/17/2023 PY 2
37,601.00
33,631.00RL Receipts
RL Draws
RL Balance (3,970.00)
Total CDBG Receipts*: 33,631.00
Total CDBG Draws against Receipts*: 37,601.00
Total CDBG Receipt Fund Balance*: (3,970.00)
2022 CDBG
2023 0.00RLB23MC060584CDBG
RECEIPTS
5415236 -001 531 14A 4,711.6211/03/2023 2
5415237 -001 531 14A 15,000.0011/03/2023 2
5415238 -001 531 14A 15,000.0011/03/2023 2
5416717 -001 531 14A 7,500.0011/28/2023 2
5418360 -001 531 14A 30,000.0012/21/2023 2
5420081 -001 531 14A 16,427.0001/22/2024 2
Item: 6
216
Page: 2 of 2
Year Program
Associated Fund Estimated
TransactionGrant Number Type Income for Year Voucher # Created Voucher
Type
Voucher
Actv. ID
IDIS
Code
Matrix
Amount
Receipted/DrawnProgram IDIS
Proj. ID
5423652 -001 531 14A 30,000.0003/04/2024 2
5425746 -001 531 14A 15,300.0004/03/2024 2
5436061 -001 531 14A 15,715.0008/29/2024 2
DRAWS
6834058 -002 531 14A 2,550.0011/03/2023 PY 2
6834062 -002 531 14A 16,485.0011/03/2023 PY 2
6841179 -002 531 14A 2,521.0011/28/2023 PY 2
6850275 -010 531 14A 27,620.3512/21/2023 PY 2
6859212 -002 531 14A 1,576.1601/23/2024 PY 2
6878335 -006 531 14A 33,361.0003/14/2024 PY 2
6885350 -005 531 14A 1,610.0004/03/2024 PY 2
6894386 -002 531 14A 17,301.0004/25/2024 PY 2
6894391 -008 531 14A 3,519.8004/25/2024 PY 2
6914723 -003 531 14A 27,394.3106/25/2024 PY 2
133,938.62
149,653.62RL Receipts
RL Draws
RL Balance 15,715.00
Total CDBG Receipts*: 149,653.62
Total CDBG Draws against Receipts*: 133,938.62
Total CDBG Receipt Fund Balance*: 15,715.00
2023 CDBG
Item: 6
217
Attachment 2: Map of CDBG-eligible Census Tract Block Groups
Item: 6
218
Attachment 3: Summary of Fair Housing Impediments and Actions to Address Impediments
Item: 6
219
Analysis of Impediments to Fair Housing Summary
PROPOSED AI GOALS AND
STRATEGIES
FY 2023-24 ACCOMPLISHMENTS
1) In collaboration with the OCHA:
a) Attend quarterly Orange County Housing
Authority (OCHA) Housing Advisory
Committee to enhance the exchange of
information regarding the availability,
procedures, and policies related to the
Housing Assistance Voucher program and
regional housing issues.
b) Support OCHA's affirmative fair
marketing plan and de-concentration
policies by providing five-year and annual
PHA plan certifications.
c) In coordination with OCHA and fair
housing services provider, conduct
landlord education campaign to educate
property owners about State law
prohibiting discrimination based on
household income.
a) City staff attended quarterly online meetings.
b) The City provided the PHA Plan certifications to OCHA staff upon request.
c) California law expanded “source of income” protections to individuals who use housing rent assistance (e.g., Housing Choice Voucher) effective January 2020. FHCOC did not identify any notices in Craigslist postings containing discriminatory language, including improper references to “older adults,” restrictions regarding children under 18, and the use of rental assistance.
FHCOC did respond to complaints of “refusal to accept housing assistance” on other platforms. FHCOC contacted the individuals posting these ads to remove the discriminatory content when possible.
2) Through the City's fair housing contractor:
a) Provide fair housing education and
information to apartment managers and
homeowner associations on why denial
of reasonable
modifications/accommodations is
unlawful.
b) Conduct multi-faceted fair housing
outreach to tenants, landlords, property
owners, realtors, and property
management companies. Methods of
outreach may include workshops,
informational booths, presentations to
community groups, and distribution of
multi-lingual fair housing literature.
c) Provide general fair housing counseling
and referrals services to address tenant-
landlord issues and investigate
allegations of fair housing discrimination
a) Regionally, FHCOC received 14 inquiries regarding reasonable accommodations and modifications - 1 arose from Lake Forest.
Overall, 6 of the 14 clients received a reasonable accommodation, 2 clients did not follow through in process, 1 client’s request was deemed not implementable, and the outcome for 5 others, including 1 modification request, were pending at the end of the program year.
b) During FY 23-24, 17 regional training sessions for rental property owners/managers. Additionally, FHCOC presented 2 virtual fair housing seminars for housing providers in partnership with the Apartment Association of Orange County. FHCOC also conducted or participated in 13 virtual and 49 in-person regional virtual education or outreach activities, at which participants were made aware of fair housing laws and counseling services. While most information sessions limited participation to online platforms, all activities were available to Lake Forest residents.
c) On a regional basis, FHCOC addressed 93 allegations of housing discrimination – 37 cases were opened for further investigation. 3 allegations arose from Lake Forest and 2 cases involved housing in Lake Forest. With respect to landlord/tenant issues, on a regional Item: 6
220
and take appropriate actions to conciliate
cases or refer to appropriate authorities.
d) Periodically monitor local newspapers
and online media outlets to identify
potentially discriminatory housing
advertisements.
e) Include testing/audits within the scope of
work with fair housing provider.
f) Regularly consult with the City's fair
housing contractor on potential
strategies for affirmatively furthering fair
housing on an on-going basis.
basis, FHCOC assisted 3,133 unduplicated households by
addressing 11,021 fair housing issues, disputes, and inquires - 101 unduplicated households involving 363 issues, disputes, or inquiries were from Lake Forest.
d) FHCOC monitored Craigslist for discriminatory content.
Discriminatory ads were flagged, and if an investigation was feasible, the ad was referred to FHCOC’s investigators for enforcement action. Other online rental advertising sites (e.g., OC Register, LA Times, Zillow) were sporadically monitored; the lack of an efficient text search function on these sites made monitoring less practical. The most common problematic postings indicated restrictions regarding children under 18 or improper preference for seniors. Overt racial or national origin discrimination was not observed.
e) FHCOC also conducted 121 paired telephonic, systemic tests for discriminatory rental housing practices on a regional basis. An additional 13 paired systemic tests of real estate agents and 10 paired systemic pre-application tests of lenders were conducted telephonically. 3 systemic tests involved locations in Lake Forest. f) In FY 20-21, City staff discussed programming strategies with FHCOC regarding education and enforcement activity related to the COVID-19 pandemic eviction moratorium.
3) In cooperation with the Orange County
Transportation Authority:
a) Provide community education regarding
transport services for persons with
disabilities.
b) Explore bus route options to ensure
neighborhoods with a concentration of
low-income or protected class
populations have access to
transportation services.
a) No activity to report for FY 2023-24
b) No activity to report for FY 2023-24
4) Support local eviction prevention strategies to
reduce the number of homeless individuals
and families (homelessness prevention
services).
▪ The City used both CDBG and CDBG-CV funds to support services to prevent the loss of housing due to COVID-19.
5) Prepare a new Housing Element that complies
with all current State laws and is certified by
the California Department of Housing and
Community Development.
▪ The City Council approved the 2021-2029 Housing Element on January 3, 2023.
▪ CA HCD certified the City’s 2021-2029 Housing Element on February 24, 2023.
6) Update zoning ordinance to comply with
current State law.
▪ The City revised its Accessory Dwelling Unit (ADU) regulations to comply with current State law during FY 21-22. In August 2022, the Item: 6
221
City Council approved an update to the ADU ordinance to ensure consistency with State law and guidance from HCD. In addition, in August 2022, the City Council approved a Zoning Code amendment that created new mixed-use zoning districts that provide for consistency with mixed-use land use designations recently established (2020) in the General Plan.
Item: 6
222
Attachment 4: Proof of Publication and Public Comments
Item: 6
223
Item: 6
224
Item: 6
225
Item: 6
226
No Comments were received.
Item: 6
227
ATTACHMENT 3
Item: 6
228
RESOLUTION NO. 2024-______
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF LAKE FOREST, CALIFORNIA, APPROVING THE
FY 2023-2024 CONSOLIDATED ANNUAL
PERFORMANCE EVALUATION REPORT FOR THE
CITY’S COMMUNITY DEVELOPMENT BLOCK GRANT
PROGRAM
WHEREAS, the City of Lake Forest (“City”) is an entitlement grantee particip
ating in the Federal Community Development Block Grant (“CDBG”) program; and
WHEREAS, the City is required to annually submit a Consolidated Annual Performance Evaluation Report (“CAPER”) to the U.S. Department of Housing and Urban Development (“HUD”), and the purpose of the CAPER is to provide a detaile
d accounting of the City’s progress on CDBG funded activities for that given program year; and
WHEREAS, the City received $520,784 in CDBG funds for program year 20 23-2024 and continued to expend CDBG-Coronavirus (“CDBG-CV”) and has or will spen
d the funds in accordance with the City’s approved Action Plan, which the City Council approved in May 2023.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LAKE FOREST AS FOLLOWS:
SECTION 1. The foregoing recitals are true and correct and are incorporated herein and made an operative part of this Resolution.
SECTION 2. The City Council finds that this Resolution is not subject to the California Environmental Quality Act (“CEQA”) pursuant to Section 15061(b)(3) of the CEQA Guidelines, as the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.
SECTION 3. The City of Lake Forest prepared a CAPER for program year 2023-2024 and made it available for public review and comment for 15 days prior to Council review.
Item: 6
229
SECTION 4. The City of Lake Forest City Council reviewed the CAPER at a duly noticed public meeting held on September 17, 2024, and provided the opportunity for public comment.
SECTION 5. The City of Lake Forest City Council hereby approves the City’s 2023-2024 CAPER on September 17,2024.
SECTION 6. If any provision of this Resolution is held invalid, the remainder of this Resolution shall not be affected by such invalidity, and the provisions of this Resolution are severable.
SECTION 7. This Resolution shall become effective upon its adoption.
SECTION 8. The Mayor shall sign this Resolution and the City Clerk shall certify the adoption thereof.
PASSED, APPROVED AND ADOPTED this 17th day of September 2024 by the following vote, to wit:
MARK TETTEMER
MAYOR
ATTEST:
LISA BERGLUND, MPA
CITY CLERK
APPROVED AS TO FORM:
MATTHEW E. RICHARDSON
CITY ATTORNEY
Item: 6
230
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-_____ was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 17th day of September 2024, by the following vote, to wit:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
_____________________________
LISA BERGLUND, MPA
CITY CLERK
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/17/2024
DEPARTMENT: City Manager
SUBJECT:
ANNUAL REVIEW OF DEVELOPMENT AGREEMENTS
RECOMMENDED ACTION(S):
1. Conduct the annual review of Development Agreements between the City and the following parties:
a. USA Portola Properties, LLC (“Baldwin”);
b. Lennar Homes (“Lennar”);
c. Shea Homes (“Shea”);
d. Toll Brothers West, Inc. (“Toll Brothers”)
2. Find that Baldwin, Lennar, Shea, and Toll Brothers are each in good faith compliance with its respective Development Agreements.
EXECUTIVE SUMMARY:
State law and the terms of the City’s Development Agreements ("DAs") require the City to conduct an annual review of active DAs for compliance with respective terms and conditions. "Good faith compliance" is established if the owner complies with every term and condition of its DA. In conjunction with the City Attorney's Office, staff reviewed each of the DAs relative to the activity that occurred during the previous fiscal year to assess compliance. This report also provides a summary of the development activities associated with each property owner through Fiscal Year (“FY”) 2023-24. After conducting a review of each DA, staff recommends the City Council find each property owner to be in good faith compliance with the terms of their respective agreement.
The DAs enable the City to collectively seek reimbursement from the landowners for all costs associated with the annual review. Each year, the City escalates development fees as authorized in the Lake Forest Municipal Code and DAs. For example, the DA between Baldwin and the City specifies the annual adjustment is based on the Engineering News-Record (“ENR”) Building Cost Index for the Los Angeles Area. The annual adjustment, beginning July 1, 2023, is 2.7 percent. The DA between Toll Brothers and the City specifies the annual adjustment is based upon the change in the Consumer Price All Urban Index.
The change beginning July 1, 2023, is 3.0 percent for Toll Brothers. The amount Item: 7
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due to the City is divided proportionately among the developers. Staff will provide each of the developers with a letter indicating the individual pro-rata share.
BACKGROUND:
Under Government Code Section 65865.1, the City must conduct an annual review of its DAs. During the review period, a property owner is required to establish good faith compliance with the terms and conditions of their DA. If the City Council finds and determines that an owner is not in good faith compliance, the City may terminate or modify the DA.
The City Council approved DAs with property owners in the Opportunities Studies Area dating back to 2008. Since 2009, the City Council has conducted annual reviews of active DAs. During each of these reviews, the City Council found that each firm has been in good faith compliance with its respective DA requirements and obligations. Table 1 outlines completed developments and corresponding final DA reviews. Those listed below are no longer subject to the Annual DA Review.
Table 1: Completed Developments
Developer Final Development Agreement
Review
KB Homes (Whisler Trust DA) 2013
Brookfield 2016
Trumark 2018
Shea/Baker Ranch Associates 2019
Toll Brothers (Parkside) 2019
Meritage Homes 2019
KB Homes (Portola Center Project) 2022
Landsea 2023
DISCUSSION:
This report includes the annual review of DAs active during FY 2023-24. The DAs require that the City notify the respective owners in writing at least 60 days prior to the date scheduled for annual review. Staff provided written notice of annual review to property owners on March 6, 2024. This DA review includes the following developers and related development projects:
Portola Center – Baldwin
Serrano Summit – Lennar
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Teresina – Shea
The Meadows – Toll Brothers
Current development is in various stages and the requirements of each DA vary based on site-specific conditions or other timing factors associated with each development project. The attached matrix summarizes each development project for FY 2023-24 (Attachment). The following narrative outlines each development project and the total number of units and permits issued through FY 2023-24.
A. Portola Center
Staff found the developers of Portola Center in compliance with the DA. Portola Center totals nearly 196 acres, bifurcated by Glenn Ranch Road east to west and Saddleback Ranch Road north/Portola Oaks Drive south. The City Council previously approved the development of single-family and multi-family homes, a mixed-use building with senior affordable apartments and commercial retail space, public and private neighborhood parks, and public trails at Portola Center.
All single-family homes in Portola Center South have been constructed and sold.
All but one lot of single-family homes in Portola Center Northwest have been constructed and sold.
Single-family units in Portola Center Northeast continue to be constructed. The mixed-use project consisting of senior affordable apartments and retail commercial space in Portola South completed construction last year.
Portola Center is generally separated into the three planning areas illustrated in Table 2 below.
Table 2: Portola Center Planning Areas
Planning Area Developer Number/Type of
Units Status
Portola Center
Northwest
Baldwin 81 single-family
units
81 permits issued
to date
Portola Center
Northeast
Baldwin 223 single-family
units
102 permits
issued to date
Portola Center South
Areas R-3, R-5,
R-6, and R-7
Landsea 230 single-family
units and 251
multi-family
condominiums
(total of 481 units)
Construction
complete, project
closed out
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Planning Area Developer Number/Type of
Units Status
Area 4 KB Homes 83 single-family
units
Construction
complete, project
closed out
Senior Affordable
Apartments/Retail
Baldwin
(Community
Housing Works)
Mixed-use
development
comprised of 57
affordable one-
bedroom
apartments for
senior
citizens, one
apartment
for an on-site
manager,
and 10,000
square feet
of commercial
retail
space.
Construction
complete
Permit Status FY 2022-23:
Baldwin
Of the 362 total units approved for development by Baldwin, 231 units have either been built or are under construction, as follows:
•Portola Center Northwest (The Oaks): Baldwin has been issued 81 of its 81 single-family permits.
•Portola Center Northeast (The Oaks): Baldwin has been issued 102 of the 223 total single-family units approved.
•Portola Center South (senior affordable apartments/retail): Baldwin worked with affordable housing developer, Community Housing Works, to construct the senior affordable apartments and retail space. Construction of the 57 affordable senior apartments and one-market-rate unit, along with 10,000 square-feet of retail commercial on the first floor, is complete.
B. Serrano Summit – Lennar
Lennar has completed construction of all 537 units. Once the acceptance of streets is satisfied, the project will be considered complete and no further review would be required in future years. Staff found Lennar in compliance with its DA.
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C. Teresina – Shea Homes
Shea Homes completed constructing homes during FY 2021-22. The City Council accepted the last tract of streets during FY 2023-24; the project is considered complete and no further review is required in future years. Staff found Shea in compliance with its DA.
D. The Meadows – Toll Brothers
The Meadows is a 122-acre master planned development located at the southeast corner of Rancho and Bake Parkways. The development was approved by the City Council in 2020, allowing up to 776 units, a school site, parks, and open space. However, in March 2023, Saddleback Valley Unified School District (“SVUSD”) declined the school site. In the event the site was declined, the Development Agreement with Toll Brothers allows for up to 70 single-family residential units to be built on the site. In December of 2023, a Tentative Tract Map and Site Development Permit were approved by the City Council, enabling Toll Brothers to construct 57 single family units, referred to as The Sequoias.
At this time, 603 units are under construction or complete and occupied. The senior affordable units are currently under construction and are anticipated to be complete later this year. Staff found Toll Brothers in compliance with its DA.
Escalation of City Fees and Credits
Under the DAs, the City is required to apply a fee escalator to the costs of specified City fees and credits on July 1 of each year. The DA between Baldwin and the City specifies the annual adjustment is based on the ENR Building Cost Index for the Los Angeles Area. The annual adjustment, beginning July 1, 2023, is 2.7 percent. The DA between Toll Brothers and the City specifies the annual adjustment is based upon the change in the Consumer Price All Urban Index.
The change beginning July 1, 2023, is 3.0 percent for Toll Brothers.
Subject to the City Council's final determination that the developers are in compliance with their respective DAs, staff would provide each landowner with a letter confirming the City's completion of the annual review process. In addition, the DAs require developers to share in the cost of conducting the annual review.
For this review period, the cost of the DA review totaled approximately $1,034. Staff will calculate each developer's pro-rated share based upon the total number of units approved within each DA and bill this amount to the developers.
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FISCAL IMPACT:
There is no fiscal impact to the City associated with the review of the DAs. As specified in the DAs, the landowners will reimburse the City for costs associated with the preparation of the DA review. The reimbursement would be divided proportionately among the current developers.
ATTACHMENTS:
Development Agreement Matrix
Initiated By: Adrian Grijalva, Economic Development/Housing Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
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ATTACHMENT
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Development Developer Agreement
Date
Units Approved in
DA
Actual Units Planned by
Developer
Permits Issued
through FY 2023-24
In
Compliance?
Comments
USA Portola
Properties, LLC
(Baldwin &
Sons)
8/1/2008 308 304 183 Yes Portola Center Northeast - 223 approved single- family homes. Developer has been issued 102
permits to date. The remaining area continues to
be graded and prepared for development.
Portola Center Northwest - The Developer has
been issued 81 permits and the Northwest portion
of the project is nearing completion.
USA Portola
Properties, LLC
(Baldwin &
Sons)
8/1/2008 58 (57 senior
affordable rental
units + 1 market
rate unit)
58 1 for 58 units Yes The building permit issued for 58 units also includes a 10,000 square foot commercial space
located in the mixed use site. The development is
complete and no further review would be
required in future years.
Serrano Summit Lennar Homes 9/1/2017 608 537 537 Yes Construction is complete. Once the acceptance of streets is satisfied, the project will be considered
complete and no further review would be
required in future years.
Teresina Shea Homes 4/16/2018 85 85 85 Yes Construction is complete. The project is considered complete and no further review would
be required in future years.
Toll Brothers 1/21/2020 675 611 538 Yes All five single-family neighborhoods in The Meadows are actively under construction, as are
the five mini parks, two community parks, and
private recreation center. On 12/5/2023, the City
Council authorized the final phase of single family
homes and will likely be under construction in the
fall.
Toll Brothers 1/21/2020 65 65 (senior affordable
rental units)
1 for 65 units Yes The senior affordable apartments are currently under construction and are anticipated to be
completed later this year.
Portola Center
Development Agreement ("DA") Matrix: Fiscal Year 2023-24 The Meadows
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/17/2024
DEPARTMENT: Public Works
SUBJECT:
PUBLIC HEARING TO CONSIDER A RESOLUTION OF NECESSITY FOR THE
JERONIMO ROAD WIDENING IMPROVEMENTS PROJECT
RECOMMENDED ACTION(S):
1. Conduct a Noticed Public Hearing to Consider the Adoption of a Resolution of Necessity entitled: RESOLUTION OF NECESSITY FOR
THE ACQUISITION, BY EMINENT DOMAIN, OF A FEE INTEREST IN A
PORTION OF THAT CERTAIN REAL PROPERTY COMMONLY KNOWN
AS 25052 FARTHING STREET, CITY OF LAKE FOREST, CALIFORNIA,
AND A TEMPORARY CONSTRUCTION EASEMENT FOR THE
JERONIMO ROAD WIDENING IMPROVEMENTS PROJECT; and
2. Adopt a Resolution of Necessity entitled: RESOLUTION OF NECESSITY
FOR THE ACQUISITION, BY EMINENT DOMAIN, OF A FEE INTEREST
IN A PORTION OF THAT CERTAIN REAL PROPERTY COMMONLY
KNOWN AS 25052 FARTHING STREET, CITY OF LAKE FOREST,
CALIFORNIA, AND A TEMPORARY CONSTRUCTION EASEMENT FOR
THE JERONIMO ROAD WIDENING IMPROVEMENTS PROJECT:
a. Determining that the public interest and necessity require the acquisition of a certain real property interest from Assessor’s Parcel No. 614-021-34 by eminent domain for the Jeronimo Road Widening Improvements Project; and
b. Authorizing the City Attorney or the City Attorney’s designee to commence an eminent domain proceeding.
EXECUTIVE SUMMARY:
Section 1245 of the California Code of Civil Procedure (“Civ. Proc. Code”) requires the City Council to hold a public hearing to consider a Resolution of Necessity prior to the commencement of eminent domain proceedings. The public use for which this Resolution of Necessity will be considered is the Jeronimo Road Widening Improvements Project (“Project”), which will be undertaken in the City of Lake Forest (“City”), Orange County, California.
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BACKGROUND:
The Project was initially identified as part of the Foothill Circulation Phasing Program (“FCPP”) established by the Orange County Board of Supervisors in 1987 to provide for necessary road improvements in the Foothill area of Orange County, with those improvements being funded through development fees within the impacted areas.
The Project consists of widening Jeronimo Road north and south of El Toro Road to correct an existing misalignment of the through lanes (Attachment 1). This intersection has one of the highest reported rates of automobile collisions in the city. The purpose of this Project is to improve safety and reduce traffic congestion.
The Project requires the acquisition of approximately 3,427 SF of real property (“Partial Property”) from Assessor’s Parcel No. 614-021-34 (“Subject Property”).
The Subject Property is located at the intersection of Jeronimo Road and El Toro Road. The Partial Property is on the easterly side of the Subject Property and is adjacent to Jeronimo Road. The Subject Property is owned by EFTFTB, LLC (“Property Owner”). In addition, a six (6) month temporary construction easement that is 7,267 square feet is needed for the construction of the Project. The Partial Property acquisition and temporary construction easement are described and depicted in Exhibits A and B (Attachments 2 & 3, respectively).
The Project also requires the removal of an existing block wall and the construction of a retaining wall along the northwest corner of Jeronimo Road to accommodate the road widening and provide adequate room for traffic signal equipment. Eastbound and westbound El Toro Road will be restriped for an additional left-turn lane in each direction. The acquisition, construction efforts, and permanent improvements will not impair the parking, access, or operation of the remaining portion of the Subject Property. The Partial Property consists primarily of a sloped area with existing irrigation and landscaped features.
DISCUSSION:
The City has attempted to engage in good faith negotiations with the Property Owner for several months. It made a written offer dated July 24, 2023, as required by Government Code section 7267.2, for acquisition of the Partial Property in the amount of $312,000, consisting of $233,036 for the Partial Property fee interest and $78,998 for site improvements. The offer was based on an independent appraisal of the Subject Property and the Partial Property. An amendment to the written offer, dated May 7, 2024, was also sent and it included a temporary six-month construction easement and increased the offer amount to Item: 8
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$337,000 to add the easement. The Property Owner’s attorney responded that the Property Owner was not interested in the City’s original offer to acquire the Partial Property and was also not interested in the amended offer that included the temporary construction easement. Negotiations have therefore been unsuccessful.
To enable the City to complete the Project, staff recommends that the City Council adopt a Resolution of Necessity (Attachment 4) authorizing the commencement of an eminent domain proceeding for the acquisition of the Partial Property. The Resolution of Necessity process would not preclude further negotiations with the Property Owner.
Pursuant to California Code of Civil Procedure section 1245.235, the Property Owner was sent a written notice on July 12, 2024, informing of the City’s intent to conduct a hearing on the proposed acquisition of the Partial Property by eminent domain.
The acquisition of the Partial Property by eminent domain is authorized by Government Code sections 37350.5 and 40404, and Streets and Highways Code section 10102.
Staff is providing a link to the City’s website with all related project documents, appraisals and emails for the City Council’s review and consideration for the Resolution of Necessity (Attachment 5):
www.lakeforestca.gov/en/departments/public-works/jeronimo-road- widening-improvements-project-information
Findings Required to Support the Adoption of a Resolution of Necessity The City Council must adopt a Resolution of Necessity (Attachment 4) prior to exercising the power of eminent domain (Civ. Proc. Code §1240.040). The required findings and the support for such findings are below:
1. The public interest and necessity require the proposed project.
The Project consists of widening Jeronimo Road north and south of El Toro Road to correct an existing misalignment of the through lanes. This intersection has one of the highest reported rates of automobile collisions in the city. The purpose of this Project is to improve community safety and vitality, reduce traffic congestion, improve transportation, and eliminate “gaps” in roadways, bikeways, and pedestrian networks.
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2. The proposed project is planned or located in the manner that will be most compatible with the greatest public good and the least private injury.
In analyzing the public benefit versus private injury, City staff assessed whether the Property Owner would be injured in such a way that its injury would outweigh the overall public benefit. In this circumstance, the resulting property impacts to the Subject Property are negligible and outweighed by the Project’s overall benefit to the general public. The acquisition of the Partial Property and the Project’s removal of a landscaped slope and a few trees will not impair the parking, access or operation of the remaining portion of the Subject Property.
Therefore, the public benefit of the Project, the enhanced public safety that will result from the widening and aligning of the intersection, outweighs any potential private injury to the Property Owner. Thus, the Project is planned or located in the manner that will be most compatible with the greatest public good and the least private injury.
3. The property described in the resolution is necessary for the proposed project.
The Project requires the acquisition of the Partial Property to provide adequate room for the widening and aligning of the intersection. The Project’s traffic and safety improvements cannot be implemented without the City’s acquisition of the Partial Property. The temporary construction easement is necessary to safely and efficiently construct the Project and undertake related activities.
Environmental Considerations:
California Environmental Quality Act (“CEQA”): The Project is exempt pursuant to CEQA Guidelines sections 15301 and 15302. The City filed a Notice of Exemption on April 2, 2024. The Project is covered by CEQA Guidelines section 15301 because the Project consists of the operation, repair, and minor alteration of existing public street, sidewalk, gutter, and curb structures and facilities and would result in negligible or no expansion of the existing use. The Project is also covered by CEQA Guidelines section 15302 because the Project consists of the replacement or reconstruction of existing street, sidewalk, gutter, and curb structures and facilities, and the new facilities will be located on the same site as the facilities replaced and will have substantially the same purpose and capacity as the facilities replaced with negligible or no expansion of capacity.
Rationale for Recommendation:
The Project will improve community safety and vitality, reduce traffic congestion, improve transportation, and eliminate “gaps” in roadways, bikeways, and Item: 8
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pedestrian networks. The Project will be funded with developer funds received through the Foothill Corridor Phasing Program.
FISCAL IMPACT:
There is no fiscal impact for adopting the Resolution of Necessity. The City must provide just compensation to the Property Owner for the City’s acquisition of the Partial Property mentioned in this report. The City’s appraiser estimated the value to be $337,000. Sufficient funds are available in the Jeronimo Road Widening Improvements Project as part of the 2023-2030 Capital Improvement Plan for the funding of the Project.
ATTACHMENTS:
1. Project Map
2. Exhibit A: Fee Interest Description
3. Exhibit B: Temporary Construction Easement
4. Proposed Resolution of Necessity
5. Link to Project Documents
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 1
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PROJECT MAP
JERONIMO WIDENING
JERONIMO ROAD AT EL TORO ROAD
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Attachment 2
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EXHIBIT A:
FEE INTEREST
LEGAL
DESCRIPTION
AND PLAT MAP
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EXHIBIT "A"JERONIMO ROAD FEE AQUISITIONLEGAL DESCRIPTION Item: 8
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1 OF 1CITY OF LAKE FORESTCOUNTY OF ORANGESTATE OF CALIFORNIATAIT & ASSOCIATES INC.701 PARKCENTER DRIVE, SANTA ANA, CALIFORNIA 92705TEL. (714) 560-8200Engineering Surveying EnvironmentalPLAT TO ACCOMPANY LEGAL DESCRIPTION 1 inch = ft.0'
LEGEND:POINT OF BEGINNINGINDICATES RECORD DATAPER TRACT NO. 5803PROPERTY LINECENTERLINEDEDICATION AREA PREPARED UNDER MY DIRECTION______________________________MICHAEL FURLONG, PLS 8899DATE: ________________________ N
EXHIBIT "B"
P.O.B.( XXX )
6060'120'
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Attachment 3
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EXHIBIT B:
TEMPORARY
CONSTRUCTION
EASEMENET
LEGAL
DESCRIPTION
AND PLAT MAP
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EXHIBIT "A"TEMPORARY CONSTRUCTION EASEMENTLEGAL DESCRIPTION Item: 8
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EXHIBIT "A"TEMPORARY CONSTRUCTION EASEMENTLEGAL DESCRIPTION Item: 8
254
Δ
1 OF 1CITY OF LAKE FORESTCOUNTY OF ORANGESTATE OF CALIFORNIATAIT & ASSOCIATES INC.701 PARKCENTER DRIVE, SANTA ANA, CALIFORNIA 92705TEL. (714) 560-8200Engineering Surveying EnvironmentalTEMPORARY CONSTRUCTION EASEMENT 1 inch = ft.0'LEGEND:POINT OF COMMENCEMENTTRUE POINT OF BEGINNINGINDICATES RECORD DATAPER TRACT NO. 5803PROPERTY LINECENTERLINEFEE BY SEPARATE DOCUMENTTEMP. CONSTRUCTION EASE.PREPARED UNDER MY DIRECTION______________________________MICHAEL FURLONG, PLS 8899DATE: ________________________ N
EXHIBIT "B"
P.O.C.T.P.O.B( XXX )6060'120'
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TEMPORARY CONSTRUCTION EASEMENT (“TCE”)
The TCE refers to the right of the City of Lake Forest (“City”), its successors and assigns, to engage in construction and related activities for the Jeronimo Road Widening Improvements Project, together with all rights of ingress and egress to the TCE area, in connection with the exercise of any of the TCE rights. The TCE area is described and depicted in the attached Exhibits “A” and “B,” which are hereby fully incorporated by this reference.
Such rights shall be exercised for a period of 6 months and shall be available to the City beginning no fewer than 72 hours after the date on which the City provides a written note of commencement of possession to the property owner(s).
Property owners(s) shall not cause, directly, indirectly or negligently, any interference with or harm to the rights conveyed hereunder.
Prior to the termination of this TCE, property owner(s) shall not erect or construct, or permit to be erected or constructed, any building, structure or improvement on, over or under any portion of the TCE area, nor shall property owner(s) plant any tree or trees or plant any other vegetation or flora on any portion of the TCE area except at the written consent of the City, its successors and assigns.
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Attachment 4
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RESOLUTION NO. 2024-___
2 RESOLUTION NO. 2024-___
RESOLUTION OF NECESSITY FOR THE ACQUISITION, BY
EMINENT DOMAIN, OF A FEE INTEREST IN A PORTION OF
THAT CERTAIN REAL PROPERTY COMMONLY KNOWN
AS 25052 FARTHING STREET, CITY OF LAKE FOREST,
CALIFORNIA, AND A TEMPORARY CONSTRUCTION
EASEMENT FOR THE JERONIMO ROAD WIDENING
IMPROVEMENTS PROJECT
WHEREAS, the City of Lake Forest (the “City”) proposes to acquire a fee interest in a portion of that certain real property commonly known as 25052 Farthing Street, Lake Forest, California, more particularly described as Assessor’s Parcel No. 614-021-34, and a temporary construction easement, for the construction and maintenance of the Jeronimo Road Widening Improvements Project, in Lake Forest, California, pursuant to the authority granted to it by Government Code sections 37350.5 and 40404 and Streets and Highways Code section 10102; and WHEREAS, pursuant to section 1245.235 of the California Code of Civil Procedure, the City scheduled a Public Hearing for Tuesday, September 17, 2024 at 6:30 p.m., at the City of Lake Forest Council Chambers, 100 Civic Center Drive, Lake Forest, California 92630, and gave to each person whose property is to be acquired and whose name and address appeared on the last equalized county assessment roll, notice and a reasonable opportunity to appear at said hearing and be heard on the matters referred to in section 1240.030 of the California Code of Civil Procedure; and WHEREAS, said hearing has been held by the City and each affected property owner was afforded an opportunity to be heard on said matters; and WHEREAS, the City may now adopt a Resolution of Necessity pursuant to section 1240.040 of the California Code of Civil Procedure; Item: 8
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RESOLUTION NO. 2024-___
3 NOW, THEREFORE, THE CITY DOES HEREBY RESOLVE AND
DECLARE AS FOLLOWS:
Section 1. Compliance with California Code of Civil Procedure. There has been compliance by the City with the requirements of section 1245.235 of the California Code of Civil Procedure regarding notice and hearing.
Section 2. Public Use. The public use for which the portion of fee and the temporary construction easement is to be acquired is for the construction and maintenance of the Jeronimo Road Widening Improvements Project, located along Jeronimo Road north and south of El Toro Road, in Lake Forest, California.
Government Code sections 37350.5 and 40404 and Streets and Highways Code section 10102 authorize the City to acquire by eminent domain property necessary for such purposes.
Section 3. Description of Property. Attached and marked as Exhibits “1” and “2” are the legal descriptions and plat maps of the real property and temporary construction easement to be acquired by the City, which describe the general location and extent of the property and temporary construction easement with sufficient detail for reasonable identification.
Section 4. Findings. The City hereby finds and determines each of the following:
(a) The public interest and necessity require the proposed project; (b) The proposed project is planned or located in the manner that will be most compatible with the greatest public good and least private injury; (c) The property and construction easement described in Exhibits “1” and “2” are necessary for the proposed project; and
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RESOLUTION NO. 2024-___
4 (d) The offer required by section 7267.2 of the California Government Code was made.
Section 5. Use Not Unreasonably Interfering with Existing Public Use(s). Some or all of the real property to be acquired is subject to easements and rights-of-way appropriated to existing public uses. The legal descriptions of these easements and rights-of-way are on file with the City and describe the general location and extent of the easements and rights-of-way with sufficient detail for reasonable identification. In the event the herein described use or uses will not unreasonably interfere with or impair the continuance of the public use as it now exists or may reasonably be expected to exist in the future, counsel for the City is authorized to acquire the herein described real property subject to such existing public uses pursuant to section 1240.510 of the California Code of Civil Procedure.
Section 6. More Necessary Public Use. Some or all of the real property to be acquired is subject to easements and rights-of-way appropriated to existing public uses. To the extent that the herein described use or uses will unreasonably interfere with or impair the continuance of the public use as it now exists or may reasonably be expected to exist in the future, the City finds and determines that the herein described use or uses are more necessary than said existing public use. Counsel for the City is authorized to acquire the herein described real property appropriated to such existing public uses pursuant to section 1240.610 of the California Code of Civil Procedure.
Staff is further authorized to make such improvements to the real property being acquired that it determines are reasonably necessary to mitigate any adverse impact upon the existing public use.
Section 7. Further Activities. Counsel for the City is hereby authorized to acquire the hereinabove described real property in the name of and on behalf of the City by eminent domain, and counsel is authorized to institute and prosecute such legal proceedings as may be required in connection therewith. Legal counsel is further authorized to take such steps as may be authorized and required by law, and to make such security deposits as may be required by order of court, to permit the City to take Item: 8
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RESOLUTION NO. 2024-___
5 possession of and use said real property at the earliest possible time. Counsel is further authorized to correct any errors or to make or agree to non-material changes in the legal description of the real property that are deemed necessary for the conduct of the condemnation action, or other proceedings or transaction required to acquire the subject real property.
Section 8. Effective Date. This Resolution shall take effect upon adoption.
APPROVED AND ADOPTED this 17th day of September, 2024.
_____________________________________
Mayor of the City of Lake Forest, California
ATTEST
_______________________________________
City Clerk
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RESOLUTION NO. 2024-___
6 CERTIFICATION
I, _______________, City Clerk the City of Lake Forest, California, and Ex- Officio Clerk of the City Council, do hereby certify that the foregoing resolution is the actual resolution duly and regularly adopted by the City Council at a regular meeting thereof, held on the 17th day of September, 2024, the following vote of the Council:
AYES: _____
NOES: _____
ABSENT: _____
_____________________________________
City Clerk of the City of Lake Forest, California
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RESOLUTION NO. 2024-___
7 27157.09720\33028020.1
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Attachment 5
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Link to City website with all related project documents, appraisals and e-mails for review and consideration for the Resolution of Necessity:
www.lakeforestca.gov/en/departments/public-works/jeronimo- road-widening-improvements-project-information
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/17/2024
DEPARTMENT: City Manager
SUBJECT:
LAGUNA HILLS DMV OFFICE CLOSURE
RECOMMENDED ACTION(S):
Exercise City Council discretion.
EXECUTIVE SUMMARY:
At the September 3, 2024, City Council Meeting, Council Member Yu received consensus to agendize an item regarding the Department of Motor Vehicles (“DMV”) Laguna Hills Office location (Attachment 1). In an August 12, 2024, press release, the DMV announced the permanent closure of the Laguna Hills DMV Office location on October 11, 2024 (Attachment 2). The release states that Laguna Hills office, which opened in 1987, does not meet the current needs of the DMV. In KCAL News article from August 28, 2024, a DMV spokesperson said that renewing the lease for the Laguna Hills office would be cost prohibitive as the office is outdated, requiring major renovations to comply with DMV operational standards and with the Americans with Disabilities Act (Attachment 3).
The Laguna Hills location was one of two DMV locations in South Orange County. The DMV initially intended to open a new location in Mission Viejo but was denied the conditional use permit by the City Council in June due to traffic and safety concerns. That location would have been all-inclusive, offering driving tests and license and registration renewals. Since this denial, the DMV is no longer pursuing an additional site to replace the Laguna Hills office.
The DMV cited the digitization of services and the availability of services that can be conducted online, by mail, or at a DMV kiosk as a means of mitigating the closure's impact. For transactions that require an in-office visit, such as finalizing a REAL ID application, customers can visit one of the following locations (mileage is calculated from the Laguna Hills office):
•Santa Ana: 1330 East 1st St. (13 miles).
•Costa Mesa: 650 West 19th St. (15 miles).
•San Clemente: 2727 Via Cascadita (18 miles).
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In response to the Laguna Hills DMV office closure, Assemblymember Diane Dixon and nearly a dozen other legislators sent a formal letter and have requested a meeting with department representatives to discuss either renewing the Laguna Hills DMV lease or identifying a new location in South Orange County (Attachment 4).
Inasmuch as the City Council requested that this item be placed on the agenda, any further direction is at its sole discretion.
FISCAL IMPACT:
The fiscal impact of the recommended action is dependent upon City Council action.
ATTACHMENTS:
1. Draft City Council Minute Excerpt, September 3, 2024 – DMV Closure
2. DMV Laguna Hills Office Closure Announcement
3.KCAL News, “Laguna Hills DMV slated to close, leaving Orange County residents with three offices”
4. Letter from Legislators to Department of Motor Vehicles Initiated By: Nidia Ruelas, Assistant to the City Manager Submitted By: Debra Rose, City Manager
Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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DRAFT MINUTE EXCERPT
LAKE FOREST REGULAR CITY COUNCIL MEETING
September 3, 2024
______________________________________________________________________ CITY COUNCIL COMMENTS:
Council Member Yu: Council Member Yu informed everyone that the new CERT program begins on September 11. He
requested consensus to direct staff to place on the
agenda an item regarding the Department of Motor
Vehicles branch in Laguna Hills.
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ATTACHMENT 2
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Simple vehicle registration renewals that are not past the due date or require an address change.
Driver’s license renewals that do not require an in-person visit.
Requests for copies of vehicle registration records, which show a vehicle’s ownership history.
Requests for copies of driver’s license records, which show a driver’s history.
Replacing a lost or stolen driver’s license card.
Santa Ana: 1330 East 1 St. (13 miles).
Costa Mesa: 650 West 19 St. (15 miles).
San Clemente: 2727 Via Cascadita (18 miles).
Contact: Office of Public Affairs
2415 First Avenue
Sacramento, CA 95818
(916) 657–6437 | dmvpublicaff[email protected] [mailto:dmvpublicaff[email protected]]
FOR IMMEDIATE RELEASE
August 12, 2024
Sacramento – The California Department of Motor Vehicles is permanently closing the Laguna Hills office, located at 23535 Moulton Parkway, at 5 p.m.
October 11.
The Laguna Hills office, which opened in 1987, does not meet the current needs of the DMV. The DMV previously identified a new location in Mission Viejo, but the City of Mission Viejo denied the conditional use permit and the DMV is no longer pursuing another site. Office staff will transfer to other nearby DMV offices once the Laguna Hills location closes.
Customers accustomed to completing DMV tasks at an office need not fret: The DMV has spent the last few years digitizing services, improving efficiencies and making more than 90% of transactions conveniently available on a phone, tablet, laptop or computer. Most DMV business can be completed online or by mail, at DMV kiosks located throughout the state, over the phone or through DMV business partners, making it easier than ever to skip the trip to an office.
As part of its customer-focused digital transformation, the DMV is processing the following transactions through alternative, out-of-office options only:
The DMV continues to improve its website at to make it easier for Californians to take care of business and has more than doubled the number of online services from 20 in 2019 to 50 today. dmv.ca.gov [/portal/]
Customers can also use the on the website to learn their options to complete DMV tasks. To sign up for paperless vehicle registration and driver’s license renewal notices, customers must sign in or create a secure online account at and then opt in.
Service Advisor [/portal/?s=]
dmv.ca.gov [/portal/]
There are some transactions that require an in-office visit, like finalizing a REAL ID application. The DMV encourages customers to start their application online to limit the amount of time it takes to complete the process in an office. Customers in the Laguna Hills area can visit one of the following locations (mileage is calculated from the Laguna Hills office):
st
th
DMV ANNOUNCES
PERMANENT CLOSURE OF
LAGUNA HILLS OFFICE
INNOVATIONS MAKE IT
EASIER TO SKIP OFFICE TRIP
Feedback
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Sign up to receive the latest DMV News Alerts: DMV NEWS ALERTS – California DMV [/portal/dmv-news-alerts/] Item: 9
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ATTACHMENT 3
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LOCAL NEWS
Laguna Hills DMV slated to close,
leaving Orange County residents
with three offices
By Michele Gile
Updated on: August 28, 2024 / 6:17 PM PDT / KCAL News
Orange County residents will be left with a handful of places to get their REAL IDs and behind- the-wheel driving test after the DMV office in Laguna Hills announced it will permanently close in mid-October.
"We're really not happy about the fact that it's going to be closing," customer Elaine Duncan said. "The next closest DMV to this area, Laguna Woods, is another 30, 45 minutes." A spokesperson said the closure is necessary to comply with DMV standards and the Americans with Disabilities Act. The department determined it would be cost-prohibitive to renegotiate its lease with the required improvements at the current Laguna Hills location, so it sought to relocate the office to a different location.
The DMV found a new location in the Mission Viejo shopping mall about eight miles away, but the city denied the permit, saying in part that it would disrupt nearby neighborhoods and schools.
The DMV will not pursue another site.
Orange County legislators are asking the DMV to reconsider the closure of the Laguna Hills location.
"Our opinion is they do not need to rush this in a matter of months," Assemblymember Diane Dixon said. "They really have not explored the demographics of South Orange County. I mean, the fastest-growing part of the county, and they're shutting down a government agency that is providing essential services to residents."
After Oct. 18, Orange County's three remaining DMV offices will be in San Clemente, Santa Ana and Costa Mesa.
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ATTACHMENT 4
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August 26, 2024
Steve Gordon, Director
California Department of Motor Vehicles
2415 1st Ave., Mail Station F101
Sacramento, CA 95818-2606
Dear Director Gordon:
We, the undersigned members of the Orange County Legislative Delegation, are writing to strongly urge the Department of Motor Vehicles (DMV), in coordination with the Department of General Services (DGS) to reconsider the closure of the Laguna Hills Office.
We request a meeting the week of September 3, 2024 to discuss the urgent feasibility of re- negotiating the lease in Laguna Hills or identifying other locations to accommodate the residents of South Orange County. Additionally, we wish to hear what communication and outreach initiatives the DMV will take to ensure the residents of southern Orange County know their options.
The Laguna Hills Office is a vital state resource for South Orange County residents, particularly older adults, and its closure will cause significant challenges for this population and others that would be required to travel much farther to access in-person DMV services. In contrast, North and Central Orange County are served by DMV field offices in Costa Mesa, Fullerton, Santa Ana, Stanton and Westminster.
Here are important facts to consider about the impact of the Laguna Hills Office closure:
The decision to close the Laguna Hills Office will leave only one DMV field office in all of South Orange County and will require all 855,000 South Orange County residents to shift to the much smaller 8,400 square-foot field office in San Clemente - 18 miles away with very limited parking.
The Laguna Hills Office is located immediately adjacent to the City of Laguna Woods, a city where 81 percent of the population is age 65 and over – according to Orange County Office of Aging.
Other South Orange County cities also have high percentages of older adults: Laguna Beach (22 percent), Newport Beach (21 percent), Dana Point (21 percent), Mission Viejo (18 percent) and San Juan Capistrano (17 percent).
Orange County is home to nearly 3.2 million residents and home to 457,031 (14.3 percent) older adults, age 65 years and older. By the year 2045, the number of older adults is projected to increase to 17.3 percent.
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At age 70, all drivers are required to visit the DMV for a mandatory vision test. While the prospect of a pilot program to make this service available virtually through recent legislation AB 1606 is exciting, it is not yet available. As of March 2025, Real ID will be required for entering federal courts or flying on domestic airline flights. These Real IDs can only be obtained through in person visits to the DMV and are not available online.
There are no guarantees that the other DMV field offices in Orange County, including the office in Santa Ana, Costa Mesa and San Clemente, will add capacity and appointments to serve the increased demand for DMV services.
In conversations with Value Rock Realty, the commercial property owner of Moulton Plaza where the Laguna Hills Office is located, they have indicated a strong desire to renew the lease with DMV.
While we support all the new initiatives to streamline online services, it is critically important we remember the DMV is an ESSENTIAL SERVICE, and one that our seniors and other populations need to access in person. For continuity of services and to minimize impacts on the residents, we request the DMV to maintain the Laguna Hills office until a new location nearby is available and, at minimum, conduct a robust outreach and informational initiative to affected residents to ensure online services are clearly understood.
We urge you to prioritize the constituents of southern Orange County and either re- negotiate the existing lease or consider alternative sites to offer essential services while concurrently informing residents of the DMV’s services.
Respectfully,
Diane B. Dixon Cottie Petrie-Norris
State Assemblymember (AD-72) State Assemblymember (AD-73) Laurie Davies Catherine Blakespear
State Assemblymember (AD-74) State Senator (SD-38)
Kate Sanchez Janet Nguyen
State Assemblymember (AD-71) State Senator (SD-36 )
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Sharon Quirk-Silva Josh Newman
State Assemblymember (AD-67) State Senator (SD-29 )
Phillip Chen Tom Umberg
State Assemblymember (AD-59) State Senator (SD-34)
Tri Ta
State Assemblymember (AD-70)
CC:
Ana M Lasso, Director, California Department of General Services Kerry Zadel, Senior Real Estate Officer, Departmnet of General Services Item: 9
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