Agenda packet — Lake Forest City Council, April 15, 2025 (part 1 of 3)

AGENDA

LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, April 15, 2025
Public Session 6:30 p.m.

City Council Chambers, 100 Civic Center Drive, Lake Forest, California NOTICE: Pursuant to Lake Forest Municipal Code Section 2.04.010, Regular Meetings of the City Council are held the First and Third Tuesday of each month at the hour of 5:30 p.m. for Closed Session matters, if required.

The Public Session of the meeting shall commence at 6:30 p.m. or as soon thereafter as possible. Special Meeting times may be held at a different time and date as listed on the Agenda.

AGENDA DOCUMENT REVIEW: The Agenda and staff reports are available on the Internet at https://www.lakeforestca.gov/en/government/meeting-agendas-and-minutes/meeting-agendas and at the City Clerk’s Office, 100 Civic Center Drive, Lake Forest, California, on the Friday before the meeting on Tuesday.

AGENDA DESCRIPTION: The Agenda descriptions are intended to give notice to members of the public of a general summary of items of business to be transacted or discussed. The listed Recommended Action represents staff’s recommendation. The City Council may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the recommended action.

AGENDA ON SOCIAL MEDIA: This meeting will be streamed through Facebook Live. Comments will not be taken via Facebook Live. The City provides the Facebook Live stream as an additional service to the public.

However, the City cannot guarantee that its network and/or the site will be uninterrupted. The City is not responsible for any interrupted service.

SPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETING AND PUBLIC COMMENT:

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

PUBLIC COMMENT PRIOR TO THE MEETING: Members of the public may submit email comments to [email protected]. Email comments will be uploaded to the agenda packet and made part of the official public record of the meeting and will not be read at the meeting. To ensure staff reviews all comments prior to the City Council meeting, please submit email comments no later than 5:00 p.m. the day of the meeting.

PUBLIC COMMENT: Members of the public may provide comments in-person at the meeting. Public comments will no longer be accepted remotely. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk. To ensure prompt distribution to the City Council, members of the public wishing to provide written materials to the City Council should do so prior to the start of the meeting or as close thereto as possible, as time will not be taken during the public comment period to distribute written materials to the City Council.

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 April 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 1
Monday before the scheduled City Council meeting. Such requests must be received via email at [email protected]
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: 6:30 p.m.

Council Members: Doug Cirbo
Mark Tettemer
Benjamin Yu
Mayor Pro Tem: Robert Pequeño
Mayor: Scott Voigts
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
Acting City Clerk: Thy Merritt
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 may submit a completed “Request to Speak” form to the City Clerk prior to City Council action.

INVOCATION: The Invocation will be provided by Chaplain Jim Davis, Orange County Sheriff’s Department.

PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Daisy Troop #3616.

PRESENTATIONS (Item No. 1)

1. LEGISLATIVE UPDATE FROM ASSEMBLY MEMBER DIANE DIXON
April 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 2
RECOMMENDED ACTION: Receive and file.

PUBLIC COMMENTS
Members of the public can submit an e-comment to [email protected]. E-comments will not be read at the meeting.

Members of the public may also provide comments in-person at the meeting. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk.

PUBLIC COMMENT
CONSENT CALENDAR (Item Nos. 2 – 10)
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.

2. 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.

3. MINUTES OF THE STRATEGIC PLANNING WORKSHOP OF THE CITY COUNCIL HELD ON MARCH 25, 2025
RECOMMENDED ACTION: Approve as submitted.

4. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON APRIL 1, 2025
RECOMMENDED ACTION: Approve as submitted.

5. PROCLAMATION DECLARING APRIL 22, 2025, AS EARTH DAY IN THE

CITY OF LAKE FOREST
RECOMMENDED ACTION: Approve the proclamation designating Tuesday, April 22, 2025, as Earth Day In the City of Lake Forest April 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 3

6. PROCLAMATION DECLARING APRIL 25, 2025, AS NATIONAL ARBOR

DAY IN THE CITY OF LAKE FOREST
RECOMMENDED ACTION: Approve a proclamation designating April 25, 2025, as National Arbor Day in the City of Lake Forest

7. SECOND AMENDMENT TO AGREEMENT FOR TRAFFIC SIGNAL
MANAGEMENT SERVICES WITH ITERIS, INC.

RECOMMENDED ACTION: 1. Approve the Second Amendment to the Professional Consultant Services Agreement with Iteris, Inc. for Traffic Signal Management Services. 2. Authorize the Mayor to sign, and the City Clerk to attest the Second Amendment to the Professional Consultant Services Agreement with Iteris, Inc., substantially in the form attached.

8. FIRST AMENDMENT TO AGREEMENT WITH GMU GEOTECHNICAL,
INC., FOR ON-CALL GEOTECHNICAL SERVICES
RECOMMENDED ACTION: 1. Approve the First Amendment to the Agreement with GMU Geotechnical, Inc., for on-call geotechnical services.

2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment to the Agreement with GMU Geotechnical, Inc.

9. SECOND AMENDMENT TO THE AGREEMENT WITH BRIGHTVIEW
LANDSCAPE SERVICES, INC., FOR LAKE FOREST CIVIC CENTER

LANDSCAPE AND STREETSCAPE MAINTENANCE
RECOMMENDED ACTION: 1. Approve the Second Amendment to the Agreement for Maintenance Services for Lake Forest Civic Center Landscape and Streetscape Maintenance Services with Brightview Landscape Services, Inc. 2. Authorize the Mayor to sign, and the City Clerk to attest, the Second Amendment substantially in the form attached.

10. AWARD CONSTRUCTION CONTRACT TO FIELDTURF USA, INC. FOR

LAKE FOREST SPORTS PARK SYNTHETIC TURF REPLACEMENT
PROJECT (25P02)
April 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 4
RECOMMENDED ACTION: 1. Approve the use of the State of California Multiple Awards Schedule Agreement for the procurement process. 2.

Award a contract in the amount of $1,107,402.23 to FieldTurf, USA, Inc. for the Lake Forest Sports Park Synthetic Turf Replacement Project (25P02).

3. Authorize the Mayor to sign, and the City Clerk to attest the contract with FieldTurf, USA, Inc.

PUBLIC HEARING(S) (Item No. 11)
Public Hearings are scheduled for a time certain of 6:30 p.m. or as soon thereafter as possible. City Council, when considering the matter scheduled for hearing, will take the following actions: 1. Open the Public Hearing. 2. Receive staff report. 3. Accept public testimony. 4. City Council comments and questions. 5. Close the Public Hearing and take appropriate action.

11. RESOLUTION UPDATING FEES AND CHARGES FOR VARIOUS

MUNICIPAL SERVICES
RECOMMENDED ACTION: Adopt a Resolution entitled: “A RESOLUTION

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

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

12. SHOPPING CENTER ANALYSIS RESULTS PRESENTED BY KOSMONT RECOMMENDED ACTION: Receive and file the presentation.

13. DRAFT FISCAL YEAR 2025-2030 CDBG FIVE-YEAR CONSOLIDATED PLAN AND DRAFT FISCAL YEAR 2025-26 EXPENDITURE PLAN
RECOMMENDED ACTION: Review and comment on the draft Fiscal Year 2025-2030 CDBG Five-Year Consolidated Plan and draft Fiscal Year 2025- 26 Expenditure Plan.

14. ASSET MANAGEMENT PLAN UPDATE
April 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 5
RECOMMENDED ACTION: Receive an update on the City's Asset Management Plan for improved long-term financial planning for capital asset maintenance and replacement.

15. CAPITAL IMPROVEMENT PLAN UPDATE
RECOMMENDED ACTION: Receive and file.

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

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

Council Member Cirbo:

Council MemberTettemer:

Council Member Yu:

Mayor Pro Tem Pequeño:

Mayor Voigts:

April 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 6

ADJOURNMENT
In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this Meeting, including auxiliary aids or services, you should contact the Office of the City Clerk at (949) 461-3400.

Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and agenda back-up materials can be obtained from the Office of the City Clerk on the Friday prior to the City Council meeting. Copies of all Agendas, Staff Reports and Supporting Materials can also be found on the City’s website – https://www.lakeforestca.gov/129/Agendas.

Agenda and agenda packets, if requested, will be made available in an appropriate alternative format to persons with a disability as required by the Americans With Disabilities Act. Copies of the agenda are provided at no cost and agenda back-up materials are available at the per page copy cost.

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

Phone: (949) 461-3400. FAX (949) 461-3511
CERTIFICATION: I, Thy Merritt, Acting City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on April 10, 025.

Thy Merritt
Acting City Clerk
April 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 7

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: City Clerk
SUBJECT:

LEGISLATIVE UPDATE FROM ASSEMBLY MEMBER DIANE DIXON
RECOMMENDED ACTION(S):

Receive and file.

EXECUTIVE SUMMARY:

State Assembly Member Diane Dixon represents California's 72nd district, which includes Lake Forest, Huntington Beach, Newport Beach, Seal Beach, Laguna Hills, Laguna Woods, Aliso Viejo, and Laguna Beach. Assembly Member Dixon will be present to provide an in-person legislative summary.

Staff recommend that the City Council receive and file a presentation from Assembly Member Diane Dixon.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

None.

Initiated By: Thy Merritt, Assistant City Clerk
Submitted By: Lisa Berglund, City Clerk
Approved By: Debra Rose, City Manager
Item: 1
8 Item: {{item.number}}
9 April 15, 2025
TO: City Manager, Finance Director, City Attorney, Mayor, Mayor Pro-Tem, City Council, Deputy City Manager, Assistant City Manager, City Clerk, Police Chief, Communications Manager, Orange County Register, Sean Emery "THE CITY IS COMMITTED TO OPEN AND TRANSPARENT GOVERNMENT

AND STRIVES TO CONSISTENTLY MEET ITS COMMUNITY'S EXPECTATION

BY PROVIDING EXCELLENT SERVICE IN A POSITIVE, TIMELY AND TRANSPARENT MANNER. IT IS THE DUTY OF CITY GOVERNMENT TO

SERVE THE PUBLIC, REACHING ITS DECISIONS AND CONDUCTING ITS ACTIVITIES IN FULL VIEW OF THE PUBLIC."
Lake Forest Milestones: Lake Forest Incorporates December 1991 Foothill Ranch & Portola Hills Annexed October 15, 1998 Sports Park November 2014 $86 Million Paid by 10 Residential Developer Fees. *** No 60 x 90 baseball field***
Civic Center December 2019 $100M Paid by 10 Residential Developer Fees.

Andrew Hamilton Recalled January 16, 2018.

Scott Voigts sues the residents $550,000.00 January 18, 2019 settles $150,000.00 Santiago Fire October 2007
Silverado Fire October 2020 T-Mobile $4.5M Settlement 04-08-25.

Airport Fire September 2024 County paid $9.5M to settle homeowner claims.

Serrano Summit Passive Park to IRWD 02-21-23
**Councilman Yu arrested for Domestic Violence June 2023 again February 2024. Yu has 3 names in the court system: Benjamin Miao Yu; Alias Benjamin M Yu; Alias Miao Yu. Next court appearance 04-17-25 1:30 PM H-2 Santa Ana Appearance #45!!!!
Civic Center Operating Costs 03-18-25
$43,500 yearly @$3,625 Monthly Bright View Civic Center Landscape $946,687 yearly @$78,890 Monthly Kidder-Matthews Maintenance $264,000 yearly @$22,000 Monthly SCE Civic Center Utilities $18,000 yearly @$1,500 Monthly SoCal Gas
$XXXX yearly @ $XXXX Monthly IRWD
$388,596 yearly @$32,383 Monthly Innovative Cleaning Services $1,660,783 Annual costs to operate the Civic Center!!!
Item: {{item.number}}
10 Public Comments

1.) Shout out to public works and Peggy Samantha responding to my request of burned-out median lamps in all 5 districts. I wonder why the councilman in their districts did not report.

2.) Shout out to D-3 Supervisor Don Wagner: The Board of Supervisors passed a vitally important resolution that will allow OC Public Works to abate weeds and combustible vegetation that create a fire hazard. This decision ensures proper measures are taken to mitigate fire dangers that threaten our community's safety.

3.) The Orange County Board of Supervisors on 04-08-25 approved a $4.5 million settlement with T-Mobile for its part in the setting of the 2020 Silverado fire.

4.) The county paid out $9.5 million to settle claims for the Airport Fire.

Nobody in county Government has been held accountable.

5.) The Aspan project, nobody has answered my question the budget for the demolition. Who is paying for this?
My lawyer has received confirmation from the California Civil Rights Department they have accepted my case against council members Robert Pequeno and Doug Cirbo. When contacted council members please reply to the questions asked from the California Civil Rights Department.

46. This is how many appearances Benjamin Miao Yu has made. Thursday April 17th at 1:30 PM will be his 47th appearance for his violation on 06-27- 23 for “corporal injury on a spouse or cohabitant” With the councilman FINALLY enter a plea, or delay once again?
Council Comments at the end of the last meeting where they went to open houses, but no one mentioned the E-BRATS at the sports park, TARGET, WALMART.

Update about the E-BRATS Ad Hoc Committee?? It’s Spring Break their running wild!!!
0:40:00 Consensus ad hoc with mayor protem Pequeno to discuss policies with OCSD “Thanks for bringing to our attention” (code for, we won’t follow up) Item: {{item.number}}
11 0:40:42 D-2 councilman asked CM what is OCSD policy. Response “We have stats on calls for service and citations and anecdotal the deputies have been told that, ***“what the policy is I don’t know the policy and I would have to defer and come back to you on that.”***
0:41:00 Cheryl Gimdia “I’m just going to elaborate on what others have said, victim in my neighborhood
0:42:30 Voigts, “I didn’t know the problems at the sports park, and I didn’t know the sheriff’s department does not intercede and pursue, these are things we will follow up on.” We’re not supposed to have a dialog back and forth 0:42:48 D-5 Pequeno “as far as chasing e-bikes going to make things worse, chasing for a simple infraction will turn into something a lot bigger. Town hall later on this summer as far as chasing and pursuits, that’s a no go, only for felonies and not infractions.”
Why are you violating city ordinances and
being cited for traffic offenses recently?
Consent Calendar
#3 Minutes of the Strategic Planning Workshop March 25, 2025 I have reviewed and I believe we spent $$$ that was not necessary. $140K Tru North survey was the same from previous years. Although the cost keeps rising. I have lived in Foothill Ranch for 34 years and have never been contacted. The questions via telephone are long, and I can’t believe anyone can focus that long. I am still reviewing and will have a more in-depth analysis. What the main issue the community wants addressed is the HOMELESS. $41K Cultural Edge Consultants. What a debacle this was. Residents did not even know about the Civic Center. The participants were not aware of the city services. #4 Minutes of the last meeting held April 01, 2025
#9 Agreement with Brightview for Civic Center Landscaping Item: {{item.number}}
12 Discussion Action Items:
#12 Shopping Center Analysis by KOSMONT
Page end.

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16 CITY COUNCIL POLICY: ETHICS POLICY
Ratified: Januꢀꢁ 2, 2019
Preamble
The citizens of the Cꢂty of Lake Forest are entitled to responsible, faꢂr, and honest City government that operates in an atmosphere of respect and civiꢁity.

Accordꢈngly, the Lake Forest Cꢂty Councꢂꢁ adopts this policy to:

1. Describe the standards of behavꢂor to which ꢂts leaders aspꢂre.

2. Provꢂde an ongoing source of guidance to elected ꢁeaders and City officials in their day-to-day servꢂce to the City.

3. Promote and maꢂntaꢂn a cuꢁture of ethics.

Pledge
On May 15, 2018, the Cꢂty Council of the Cꢂty of Lake Forest adopted thꢂs Ethics Poꢁicy which applies to all members of the Cꢂty Councꢂl and members of City boards, commissions, committees, andtask forces and requires the ꢀꢁꢁowing pꢁedge:

ETHICS POLICY
RESPONSIBILITY/PROTECTING THE PUBLIC INTEREST �I comply with the laws of the nation, the State of Caꢁꢂꢃrniaꢄ and the City of ꢀLake Forest in the performance of my duties. I
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ꢅ_ꢆI comply wꢂth the Oath of Offꢈce I took upon beginnꢈng my seꢇꢈce for the I Cꢂty of Lake Forest. ꢁ_ My decꢈsions are consistent wꢈth, among other thꢈngs, the Fair Politicaꢁ ꢂꢀPractꢈces Act and other state and local laws.
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I do not accept gꢈfts, services, or other special consꢈderatꢂons ꢈnconsistent with the Poꢁꢂtꢂcaꢁ Reꢃrm Act because of my publꢂc position. _L_d I do not give special treatment or consꢂderatꢂon to any indꢈvidual or group beyond that avaꢂꢁable to any other indivꢂdual.
ꢀIꢉ Unless authorized by the City Councꢈl, I do not ꢈnvolve myself in the ꢊꢀ�dminꢂstratꢂve processes for acquꢂring goods and services. -�-' I Irecognize that the City Counciꢁ and other City Commꢂssꢂons are independent legislative bodies, and I refrain from usꢂng my position to unduly ꢈnfluence the deꢁiberations or outcomes of those bodꢈes.

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ꢂ_0I use my title(s) only when conducting official City business, for information purposes, or as an indication of background and expertise, carefully �IA considering whether I am exceeding or appearing to exceed my authority.efrain from making unauthorized commitments or promises of any kind urporting to bind the City.
refrain from gratuitous comments that may harm the City's position in litigation or potential litigation.

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Item: {{item.number}}
19 CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
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: 2
20 MINUTES OF A STRATEGIC PLANNING WORKSHOP

OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST
The Strategic Planning Workshop of the City Council of the City of Lake Forest held Tuesday, March 25, 2025, at the Lake Forest Community Center Multi-Purpose Room, 100 Civic Center Drive, Lake Forest, California, was called to order at 5:30 p.m. with Council Members Cirbo and Yu absent.

ROLL CALL: Council Members: Doug Cirbo (absent)
Mark Tettemer
Benjamin Yu (arrived at 5:37 p.m.)
Mayor Pro Tem: Robert Pequeño
Mayor: Scott Voigts
City Manager: Debra Rose
City Attorney: Elizabeth Hull
Assistant City Clerk: Thy Merritt
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Mayor Voigts.

PUBLIC COMMENTS: Only on matters listed on the agenda.

There were no public comments.

WORKSHOP ITEMS:

1. 2025 COMMUNITY SATISFACTION SURVEY
City Manager Rose introduced this item and invited Principal Researcher Richard Sarles of True North Research to provide a presentation. City Council questions were asked and answered.

RECOMMENDED ACTION: The presentation of the 2025 Community Satisfaction Survey from Principal Researcher Richard Sarles of True North Research was received.

2. REPORT ON FOCUS GROUPS ON COMMUNITY SERVICES OFFERINGS City Manager Rose introduced this item and invited Deputy City Manager McGovern to introduce President of Cultural Edge Consulting JP Theberge. Mr.

Item: 3
21 March 25, 2025 LAKE FOREST CITY COUNCIL STRATEGIC PLANNING WORKSHOP MINUTES Page 2 of 3 Theberge provided a presentation. City Council questions were asked and answered.

RECOMMENDED ACTION: A presentation summarizing the findings of six focus groups exploring the City’s Community Services programs and offerings was received.

3. EMPLOYEE SURVEY PRESENTATION
City Manager Rose introduced this item and invited Assistant to the City Manager Ruelas to provide a presentation. City Manager Rose also provided a presentation. City Council questions were asked and answered.

RECOMMENDED ACTION: The presentation regarding City Employee Survey results was received and filed.

A 10-minute recess was called at 6:53 p.m. Council Member Yu left the meeting at 6:53 p.m.

The meeting convened at 7:00 p.m.

4. STRATEGIC BUSINESS PLAN UPDATE WORKSHOP EXERCISE
City Manager Rose introduced this item and invited Drew Corbett of DKG Consultants to provide a presentation. City Council questions were asked and answered.

RECOMMENDED ACTION: Reports were received and staff was advised on the Strategic Business Plan update.

5. PAVEMENT MANAGEMENT PLAN UPDATE
City Manager Rose introduced this item and invited Assistant City Engineer Erdman to provide a presentation. City Council questions were asked and answered.

RECOMMENDED ACTION: Input was provided on the update of the Pavement Management Plan.

ADJOURNMENT: The Strategic Planning Workshop was adjourned at 7:56 p.m.

Item: 3
22 March 25, 2025 LAKE FOREST CITY COUNCIL STRATEGIC PLANNING WORKSHOP MINUTES Page 3 of 3 Respectfully submitted: APPROVED:

THY MERRITT SCOTT VOIGTS

ASSISTANT CITY CLERK MAYOR
Item: 3
23 Item: 3
24 April 15, 2025
TO: City Manager, Finance Director, City Attorney, Mayor, Mayor Pro-Tem, City Council, Deputy City Manager, Assistant City Manager, City Clerk, Police Chief, Communications Manager, Orange County Register, Sean Emery "THE CITY IS COMMITTED TO OPEN AND TRANSPARENT GOVERNMENT

AND STRIVES TO CONSISTENTLY MEET ITS COMMUNITY'S EXPECTATION

BY PROVIDING EXCELLENT SERVICE IN A POSITIVE, TIMELY AND TRANSPARENT MANNER. IT IS THE DUTY OF CITY GOVERNMENT TO

Andrew Hamilton Recalled January 16, 2018.

Scott Voigts sues the residents $550,000.00 January 18, 2019 settles $150,000.00 Santiago Fire October 2007
Silverado Fire October 2020 T-Mobile $4.5M Settlement 04-08-25.

Airport Fire September 2024 County paid $9.5M to settle homeowner claims.

1.) Shout out to public works and Peggy Samantha responding to my request of burned-out median lamps in all 5 districts. I wonder why the councilman in their districts did not report.

3.) The Orange County Board of Supervisors on 04-08-25 approved a $4.5 million settlement with T-Mobile for its part in the setting of the 2020 Silverado fire.

4.) The county paid out $9.5 million to settle claims for the Airport Fire.

Nobody in county Government has been held accountable.

Update about the E-BRATS Ad Hoc Committee?? It’s Spring Break their running wild!!!
0:40:00 Consensus ad hoc with mayor protem Pequeno to discuss policies with OCSD “Thanks for bringing to our attention” (code for, we won’t follow up) Item: 3
26 0:40:42 D-2 councilman asked CM what is OCSD policy. Response “We have stats on calls for service and citations and anecdotal the deputies have been told that, ***“what the policy is I don’t know the policy and I would have to defer and come back to you on that.”***
0:41:00 Cheryl Gimdia “I’m just going to elaborate on what others have said, victim in my neighborhood
0:42:30 Voigts, “I didn’t know the problems at the sports park, and I didn’t know the sheriff’s department does not intercede and pursue, these are things we will follow up on.” We’re not supposed to have a dialog back and forth 0:42:48 D-5 Pequeno “as far as chasing e-bikes going to make things worse, chasing for a simple infraction will turn into something a lot bigger. Town hall later on this summer as far as chasing and pursuits, that’s a no go, only for felonies and not infractions.”
Why are you violating city ordinances and
being cited for traffic offenses recently?
Consent Calendar
#3 Minutes of the Strategic Planning Workshop March 25, 2025 I have reviewed and I believe we spent $$$ that was not necessary. $140K Tru North survey was the same from previous years. Although the cost keeps rising. I have lived in Foothill Ranch for 34 years and have never been contacted. The questions via telephone are long, and I can’t believe anyone can focus that long. I am still reviewing and will have a more in-depth analysis. What the main issue the community wants addressed is the HOMELESS. $41K Cultural Edge Consultants. What a debacle this was. Residents did not even know about the Civic Center. The participants were not aware of the city services. #4 Minutes of the last meeting held April 01, 2025
#9 Agreement with Brightview for Civic Center Landscaping Item: 3
27 Discussion Action Items:
#12 Shopping Center Analysis by KOSMONT
Page end.

Item: 3
28 Item: 3
29 Item: 3
30 Item: 3
31 CITY COUNCIL POLICY: ETHICS POLICY
Ratified: Januꢀꢁ 2, 2019
Preamble
The citizens of the Cꢂty of Lake Forest are entitled to responsible, faꢂr, and honest City government that operates in an atmosphere of respect and civiꢁity.

Accordꢈngly, the Lake Forest Cꢂty Councꢂꢁ adopts this policy to:

1. Describe the standards of behavꢂor to which ꢂts leaders aspꢂre.

2. Provꢂde an ongoing source of guidance to elected ꢁeaders and City officials in their day-to-day servꢂce to the City.

3. Promote and maꢂntaꢂn a cuꢁture of ethics.

Item: 3
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LEGISLATIVE
BODY:

SIG NATURE:

DAT E:

Item: 3
34 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, April 1, 2025, 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
Mark Tettemer
Benjamin Yu
Mayor Pro Tem: Robert Pequeño
Mayor: Scott Voigts
Assistant City Manager: Keith Neves
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 #628.

REPORT FROM STUDENT LIAISON: Maya Lowrey, Student Liaison from El Toro High School, provided a report.

PRESENTATIONS: (Item Nos. 1 – 3)
MOTION: It was moved by Council Member Yu, seconded by Mayor Pro Tem Pequeño, to approve Presentation Item Nos. 1 – 3. The motion was carried by a vote of 5-0.

1. NEW EMPLOYEE INTRODUCTIONS
Assistant City Manager Neves introduced this item and invited Deputy City Manager McGovern to provide a presentation. Andrew O’Connor offered public comment on IT costs.

ACTION: The presentation was received and filed.

2. COMMUNITY EMERGENCY RESPONSE TEAM PROGRAM
Assistant City Manager Neves introduced this item and invited Administrative Services Manager De La Paz to provide a presentation. No public comment was offered.

Item: 4
35 April 1, 2025 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 2 of 5 ACTION: Certificates of Completion were presented to the graduates of the Community Emergency Response Team Program and Certificates of Participation were presented to the volunteers for participation in the disaster simulation exercise.

3. RECOGNITION OF THE 2024 CHAMPION SPONSORS, CR&R AND EAGLE

COMMUNITY CREDIT UNION
Assistant City Manager Neves introduced this item and invited Recreation Supervisor Hunter to provide a presentation.

ACTION: 1. The 2024 Champion Sponsors, CR&R and Eagle Community Credit Union were recognized. 2. A Presentation of the 2025 Special Events Sponsorship Opportunities Packet was received.

PUBLIC COMMENTS:

Lucian Lyall expressed concerns with abandoned vehicles, homelessness, and vandalism on Linear Lane.

Andrew O’Connor expressed concerns with various program costs and e-bikes.

CONSENT CALENDAR: (Item Nos. 4 – 10)
Item No. 5 was pulled for discussion.

MOTION: It was moved by Council Member Tettemer, seconded by Council Member Yu, to approve Consent Calendar Item Nos. 4, and 6 – 10. 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.

6. FIRST AMENDMENT TO THE AGREEMENT WITH WEST COAST
ARBORISTS, INC., FOR TREE MANAGEMENT AND MAINTENANCE

SERVICES
ACTION: 1. The First Amendment to the Agreement for Maintenance Services for Tree Management Services with West Coast Arborists, Inc. was approved. 2.

The Mayor was authorized to sign, and the City Clerk to attest, the First Amendment substantially in the form attached.

Item: 4
36 April 1, 2025 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 3 of 5

7. FIFTH AMENDMENT TO AGREEMENT WITH TAIT & ASSOCIATES, INC. FOR

STREET AND TRAFFIC ON-CALL ENGINEERING SERVICES - TASK ORDER #10 WIDENING/REALIGNMENT OF JERONIMO ROAD AT EL TORO ROAD ACTION: 1. The Fifth Amendment to the contract for On-Call Street and Traffic Services with Tait & Associates, Inc. for a term extension to provide construction support for Intersection Widening/Realignment of Jeronimo Road at El Toro Road was approved. 2. The Mayor was authorized to sign, and the City Clerk to attest, the Fifth Amendment substantially in the form attached.

8. AWARD CONSTRUCTION CONTRACT TO HORIZONS CONSTRUCTION CO., INTERNATIONAL, INC. FOR MUSCO LED LIGHT REPLACEMENT PROJECT (23P04)
ACTION: 1. Contract documents for construction of Musco LED Light Replacement Project (23P04) were approved. 2. A Resolution entitled: A

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2023-2030 CAPITAL IMPROVEMENT PLAN; AMENDING APPROPRIATIONS FOR FISCAL YEAR 2024-25 was adopted. 3.

A contract in the amount of $1,250,200.76 was awarded to Horizons Construction Co. International, Inc. for the Musco LED Light Replacement Project. 4. The Mayor was authorized to sign, and the City Clerk to attest the contract with Horizons Construction Co. International, Inc.

9. SIXTH AMENDMENT TO AGREEMENT WITH RICK ENGINEERING

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

ACTION: 1. The Sixth Amendment to the Professional Consultant Services Agreement for On-Call Street and Traffic Services with Rick Engineering Company for a term extension to provide construction support for Intersection Improvements of Bake Parkway at Trabuco Rd./Irvine Blvd was approved. 2.

The Mayor was authorized to sign, and the City Clerk to attest, the Sixth Amendment substantially in the form attached.

10. APPROVAL OF AN EASEMENT AND JOINT USE AGREEMENT WITH THE

SOUTHERN CALIFORNIA EDISON COMPANY
ACTION: 1. The Grant of Easement and the Joint Use Agreement with the Southern California Edison Company for undergrounding the overhead utilities on Bake Parkway along the Toll Brothers development known as The Meadows was approved. 2. The Mayor was authorized to sign and the City Clerk to attest both documents.

ITEMS PULLED FOR DISCUSSION: (Item No. 5)
Item: 4
37 April 1, 2025 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 4 of 5

5. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON MARCH 18, 2025
Andrew O’Connor offered public comment and expressed concerns with Council Member Cirbo’s comments at the last City Council meeting.

MOTION: It was moved by Council Member Tettemer, seconded by Council Member Yu, to approve the minutes as submitted. The motion was carried by a vote of 5-0.

PUBLIC HEARING(S): (Item No. 11)

11. PROPOSITION 218 PUBLIC HEARING FOR SOLID WASTE COLLECTION

SERVICES
Mayor Voigts opened the public hearing. Assistant City Manager Neves introduced this item and invited Administrative Services Manager Groves to provide a presentation. Andrew O’Connor offered public comment and expressed concerns with the rate increase. City Council questions were asked and answered.

MOTION: It was moved by Mayor Pro Tem Pequeño, seconded by Council Member Yu, to: 1. Conduct a majority protest hearing on Proposition 218. 2.

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

CITY OF LAKE FOREST, CALIFORNIA, ADOPTING RATES FOR SOLID WASTE COLLECTION SERVICES. The motion was carried by a vote of 5-0.

DISCUSSION/ACTION ITEMS: (Item No. 12)

12. STRATEGIC PLAN QUARTERLY UPDATE
Assistant City Manager Neves introduced this item and invited Assistant to the City Manager Ruelas to provide a presentation. Andrew O’Connor offered public comment and expressed concerns with e-bikes. City Council questions were asked and answered.

ACTION: The update was received and filed.

ASSISTANT CITY MANAGER'S REPORT: Assistant City Manager Neves had nothing further to report.

CITY COUNCIL COMMENTS:

Council Member Cirbo: Council Member Cirbo requested consensus to recognize the AYSO 50th Anniversary with a
Item: 4
38 April 1, 2025 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 5 of 5 certificate. He received consensus from Mayor Voigts
and Council Member Yu.

Council Member Tettemer: Council Member Tettemer reported on his attendance at an Orange County Fire Authority large animal
rescue exercise.

Council Member Yu: Council Member Yu provided remarks on the success of the Lake Forest CERT program and reported on his
attendance at an American Legion 291 event.

Mayor Pro Tem Pequeño: Mayor Pro Tem Pequeño thanked staff for their hard work. He reported on his attendance at the Woman of
the Year event hosted by Diane Dixon, the Woman of
Distinction event hosted by Steven Choi and
recognized Mary Visconte and Nikita Ganatra for
receiving those awards, the IMI groundbreaking event,
and the Same Day Solutions Fair in Garden Grove.

He reminded everyone about the Clean Lake Forest
event this weekend.

Mayor Voigts: Mayor Voigts reported on his attendance at the Woman of the Year event hosted by Diane Dixon, the
Woman of Distinction event hosted by Steven Choi
and recognized Mary Visconte and Nikita Ganatra for
receiving those awards, and the IMI groundbreaking
event.

ADJOURNMENT: The Regular Meeting of the City Council was adjourned at 7:41 p.m.

Respectfully submitted: APPROVED:

LISA BERGLUND SCOTT VOIGTS

CITY CLERK MAYOR
Item: 4
39 Item: 4
40 April 15, 2025
TO: City Manager, Finance Director, City Attorney, Mayor, Mayor Pro-Tem, City Council, Deputy City Manager, Assistant City Manager, City Clerk, Police Chief, Communications Manager, Orange County Register, Sean Emery "THE CITY IS COMMITTED TO OPEN AND TRANSPARENT GOVERNMENT

AND STRIVES TO CONSISTENTLY MEET ITS COMMUNITY'S EXPECTATION

BY PROVIDING EXCELLENT SERVICE IN A POSITIVE, TIMELY AND TRANSPARENT MANNER. IT IS THE DUTY OF CITY GOVERNMENT TO

Andrew Hamilton Recalled January 16, 2018.

Scott Voigts sues the residents $550,000.00 January 18, 2019 settles $150,000.00 Santiago Fire October 2007
Silverado Fire October 2020 T-Mobile $4.5M Settlement 04-08-25.

Airport Fire September 2024 County paid $9.5M to settle homeowner claims.

1.) Shout out to public works and Peggy Samantha responding to my request of burned-out median lamps in all 5 districts. I wonder why the councilman in their districts did not report.

3.) The Orange County Board of Supervisors on 04-08-25 approved a $4.5 million settlement with T-Mobile for its part in the setting of the 2020 Silverado fire.

4.) The county paid out $9.5 million to settle claims for the Airport Fire.

Nobody in county Government has been held accountable.

Update about the E-BRATS Ad Hoc Committee?? It’s Spring Break their running wild!!!
0:40:00 Consensus ad hoc with mayor protem Pequeno to discuss policies with OCSD “Thanks for bringing to our attention” (code for, we won’t follow up) Item: 4
42 0:40:42 D-2 councilman asked CM what is OCSD policy. Response “We have stats on calls for service and citations and anecdotal the deputies have been told that, ***“what the policy is I don’t know the policy and I would have to defer and come back to you on that.”***
0:41:00 Cheryl Gimdia “I’m just going to elaborate on what others have said, victim in my neighborhood
0:42:30 Voigts, “I didn’t know the problems at the sports park, and I didn’t know the sheriff’s department does not intercede and pursue, these are things we will follow up on.” We’re not supposed to have a dialog back and forth 0:42:48 D-5 Pequeno “as far as chasing e-bikes going to make things worse, chasing for a simple infraction will turn into something a lot bigger. Town hall later on this summer as far as chasing and pursuits, that’s a no go, only for felonies and not infractions.”
Why are you violating city ordinances and
being cited for traffic offenses recently?
Consent Calendar
#3 Minutes of the Strategic Planning Workshop March 25, 2025 I have reviewed and I believe we spent $$$ that was not necessary. $140K Tru North survey was the same from previous years. Although the cost keeps rising. I have lived in Foothill Ranch for 34 years and have never been contacted. The questions via telephone are long, and I can’t believe anyone can focus that long. I am still reviewing and will have a more in-depth analysis. What the main issue the community wants addressed is the HOMELESS. $41K Cultural Edge Consultants. What a debacle this was. Residents did not even know about the Civic Center. The participants were not aware of the city services. #4 Minutes of the last meeting held April 01, 2025
#9 Agreement with Brightview for Civic Center Landscaping Item: 4
43 Discussion Action Items:
#12 Shopping Center Analysis by KOSMONT
Page end.

Item: 4
44 Item: 4
45 Item: 4
46 Item: 4
47 CITY COUNCIL POLICY: ETHICS POLICY
Ratified: Januꢀꢁ 2, 2019
Preamble
The citizens of the Cꢂty of Lake Forest are entitled to responsible, faꢂr, and honest City government that operates in an atmosphere of respect and civiꢁity.

Accordꢈngly, the Lake Forest Cꢂty Councꢂꢁ adopts this policy to:

1. Describe the standards of behavꢂor to which ꢂts leaders aspꢂre.

2. Provꢂde an ongoing source of guidance to elected ꢁeaders and City officials in their day-to-day servꢂce to the City.

3. Promote and maꢂntaꢂn a cuꢁture of ethics.

Item: 4
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position or views
gender, pregnancy, childbir
orientation, marital status
knowledge if one exists.

FELLO
from sources outside the public decision-making process, I .

Item: 4
49 �ꢀ ________-
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LEGISLATIVE
BODY:

SIG NATURE:

DAT E:

Item: 4
50 CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: Public Works
SUBJECT:

PROCLAMATION DECLARING APRIL 22, 2025, AS EARTH DAY IN THE CITY

OF LAKE FOREST
RECOMMENDED ACTION(S):

Approve the proclamation designating Tuesday, April 22, 2025, as Earth Day In the City of Lake Forest
EXECUTIVE SUMMARY:

The attached proclamation recognizes April 22, 2025, as Earth Day in the City of Lake Forest (Attachment).

Senator Gaylord Nelson founded Earth Day in 1970. Fifty-five years later observance of Earth Day continues to bring awareness and appreciation for the Earth’s natural environment and gain national support for environmental issues.

Earth Day raises awareness that may ultimately help in the development of policies that protect our air, water, land, and wildlife.

In past years, the City Council supported the conservation of natural resources and the protection of the environment not only by its proclamations recognizing April 22 as Earth Day, but also in its efforts to provide information and encourage recycling through programs such as:
• Solid waste recycling and green waste collection
• Annual residential and commercial recycling education • Household hazardous waste collection events
• Expand the Forest Program
• Drought tolerant plant installation
• Turf replacement
• Mulch installation in planters
Staff recommend the City Council approve a proclamation designating April 22, 2025, as Earth Day in the City of Lake Forest.

Item: 5
51 FISCAL IMPACT:

There is minimal impact associated with the recommended action.

ATTACHMENTS:

Proclamation Declaring April 22, 2025, as Earth Day in the City of Lake Forest Initiated By: Carole Langford, Administrative Specialist Submitted By: Thomas Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 5
52 ATTACHMENT
Item: 5
53 PROCLAMATION

THE LAKE FOREST

CITY COUNCIL

HEREBY PROCLAIMS
April 22, 2025
AS
“EARTH DAY”

SCOTT VOIGTS
MAYOR
ROBERT PEQUEŇO DOUG CIRBO

MAYOR PRO TEM COUNCIL MEMBER

BENJAMIN YU MARK TETTEMER

COUNCIL MEMBER COUNCIL MEMBER
Item: 5
54 CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: Public Works
SUBJECT:

PROCLAMATION DECLARING APRIL 25, 2025, AS NATIONAL ARBOR DAY

IN THE CITY OF LAKE FOREST
RECOMMENDED ACTION(S):

Approve a proclamation designating April 25, 2025, as National Arbor Day in the City of Lake Forest.

EXECUTIVE SUMMARY:

The attached proclamation recognizes the City of Lake Forest's annual observance of National Arbor Day. Nationally the most common date for observance of Arbor Day is the last Friday in April. This year, National Arbor Day takes place on Friday, April 25, 2025. Arbor Day was first proposed as a tree-planting holiday in 1854 by J. Sterling Morton and was officially proclaimed a state holiday in 1872 by Nebraska Governor Robert W. Furnas. An estimated one million trees were planted in Nebraska on the first Arbor Day. By the 1920s, the observance of Arbor Day became a national event. National Arbor Day celebrates the planting, upkeep, and preservation of trees. Trees provide clean air and water, cooling shade, habitat for wildlife, and natural beauty in our community. Staff recommend the City Council approve a proclamation designating April 25, 2025, as National Arbor Day in the City of Lake Forest.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Proclamation Declaring April 25, 2025, as National Arbor Day in the City of Lake Forest
Initiated By: Carole Langford, Administrative Specialist Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 6
55 ATTACHMENT
Item: 6
56 PROCLAMATION

THE LAKE FOREST

CITY COUNCIL

HEREBY PROCLAIMS
April 25, 2025
AS
“NATIONAL ARBOR DAY”

SCOTT VOIGTS
MAYOR
ROBERT PEQUEŇO DOUG CIRBO

MAYOR PRO TEM COUNCIL MEMBER

BENJAMIN YU MARK TETTEMER

COUNCIL MEMBER COUNCIL MEMBER
Item: 6
57 CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: Public Works
SUBJECT:

SECOND AMENDMENT TO AGREEMENT FOR TRAFFIC SIGNAL
MANAGEMENT SERVICES WITH ITERIS, INC.

RECOMMENDED ACTION(S):

1. Approve the Second Amendment to the Professional Consultant Services Agreement with Iteris, Inc. for Traffic Signal Management Services.

2. Authorize the Mayor to sign, and the City Clerk to attest the Second Amendment to the Professional Consultant Services Agreement with Iteris, Inc., substantially in the form attached.

EXECUTIVE SUMMARY:

The City of Lake Forest uses a contract consultant to provide traffic signal management services overseen by the City’s in-house Traffic Engineering Manager. Iteris, Inc. (“Iteris”) was awarded a Professional Consultant Services Agreement (“Agreement”) to provide traffic signal management services for an initial three-year term with an option of two one-year term amendments. The three-year term started on July 1, 2021, through June 30, 2024, with a total compensation of $352,000 (Attachment 1). The agreement was amended once and included an additional $300,000 in compensation and a one-year term extension ending on June 30, 2025 (Attachment 2).

Staff recommend the City Council approve the Second Amendment to the Agreement with Iteris to increase the total compensation of the contract to $962,000 and extend the term of the agreement through June 30, 2026. The City Attorney has reviewed and approved the agreement as to form. Sufficient funds would be requested with the 2025-2027 Operating Budget and the 2025- 2032 Capital Improvement Plan for the recommended action.

BACKGROUND:

The City of Lake Forest uses a contract consultant to provide traffic signal management services. In June 2021, the City Council awarded an agreement to Iteris in the amount of $352,000 to provide traffic signal management services.

Item: 7
58 Per the agreement, Iteris provides technical support for the Traffic Engineering Manager, which includes managing, developing, monitoring, and collecting data for traffic signal operations and maintenance. The agreement with Iteris is over a three-year term with an option for two one-year amendments.

In December 2023, the City Council awarded a First Amendment to the Agreement with Iteris to increase total compensation by $300,000 and extend the agreement term to June 30, 2025, to provide additional technical support. Per the Agreement, one additional term extension is available for consideration.

DISCUSSION:

The Scope of Work for Traffic Signal Management Services includes a variety of services to assist the Traffic Engineering Division. The services include preparing routine and special traffic signal related engineering studies, design services, development reviews, traffic signal monitoring and operations, Capital Improvement Program (“CIP”) project reviews, traffic signal final inspection and testing, and other related work.

As anticipated within the 2025-2027 Operating Budget, work to be assigned to Iteris, Inc. over the next year includes:
• Development Review – This work, up to $20,000, includes reviews associated with major developments such as The Meadows as well as various industrial developments.
• CIP Review – This work, up to $140,000, includes reviewing the traffic signal portion of project design plans and project specifications, providing construction engineering support, and completing traffic signal inspection and testing for current and upcoming street and traffic related CIP projects.

Current and upcoming street and traffic related CIP projects include the following traffic projects:
• Lake Forest Transportation Mitigation (“LFTM”) Program Projects o Bake Parkway and Trabuco Road/Irvine Boulevard
Widening Project
o Bake Parkway and Jeronimo Road Widening Project
o Lake Forest Drive and Jeronimo Road Widening Project
o Lake Forest Drive and Rancho Parkway De-Facto Lane
Project
o Los Alisos Boulevard / Rockfield Boulevard De-Facto Lane Project
Item: 7
59 • Foothill Circulation Phasing Plan (“FCPP”)
o El Toro Road and Jeronimo Road Realignment Project
o El Toro Raised Medians Project
o Los Alisos Boulevard and Muirlands Boulevard Widening Project
• Developer Funded Projects
o Bake Parkway and Toledo Way Widening Project
• Traffic Signal Synchronization Program (“TSSP”) Projects o Alton Parkway TSSP
o Bake Parkway / Rockfield Boulevard TSSP
o Irvine Boulevard / Trabuco Road TSSP
o Portola Parkway TSSP
o Countywide Baseline TSSP
• Community Development Block Grant (“CDBG”) Funded Projects o Accessible Pedestrian Signal Systems Projects
• Traffic Signal Management Staff Support – This work, up to $100,000, includes assistance with managing and supporting the centralized traffic management center, also known as the City of Lake Forest Traffic Management Center, and responding to citizen inquiries regarding traffic signal operations.
• Level of Service (“LOS”) Study – This work, up to $50,000, would provide contract authority for the LOS study which calculates the efficiency of the operations of a given signalized intersection. Staff utilize LOS to monitor and improve efficiency and overall traffic flow throughout the city.

Staff recommend an increase of $310,000 in compensation and an additional year of service in the proposed Second Amendment to the Agreement.

Vendor Performance Assessment
Pursuant to the City’s Purchasing and Contract Guidelines, staff completes vendor performance assessment during the preparation of a proposed contract amendment. The vendor performance assessment is used as a guide to determine whether a contract should be amended, renewed, or terminated based on performance in the following categories: performance of scope of services; timeliness; budget performance; and customer service. Utilizing an evaluation form, staff rates the consultant in each category as shown in Table 1.

Item: 7
60 Table 1: Consultant Performance Review
Iteris, Inc. – Performance Review
July 1, 2021, through March 31, 2025
Category Unsatisfied – Very Satisfied
Performance of Scope of
services
☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A
Timeliness ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Budget Performance ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Customer Service ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A The chart above provides an overall summary of Iteris’ performance during the evaluation period and the duration of the original agreement. Iteris received an overall rating of “very satisfied” on this assessment, which means Iteris is eligible for an amendment.

The proposed amendment includes a 3% increase to hourly rates that would start in Year 5 of the agreement, beginning July 1, 2025. This rate adjustment is consistent and lower than the current Consumer Price Index (“CPI”) adjustment increases of 3.4% over the past year.

Therefore, staff recommend the City Council approve the proposed Second Amendment to the Agreement with Iteris to increase the total compensation under the agreement by $310,000 for a new total not to exceed amount of $962,000 and to extend the term of the agreement to June 30, 2026 (Attachment 3). The Finance department reviewed the proposed Second Amendment, and the City Attorney has reviewed and approved the agreement as to form.

FISCAL IMPACT:

The proposed First Amendment to the Agreement with Iteris Inc. would increase the contract authority by $310,000 to bring the total not-to-exceed compensation amount of the agreement to $962,000. The proposed amendment also includes a 3% increase to hourly rates for the one-year extension.

Sufficient funds will be requested in the 2025-2027 Operating Budget and the 2025-2032 Capital Improvement Plan to cover the costs of the recommended action.

Item: 7
61 ATTACHMENTS:

1. Professional Consultant Services Agreement with Iteris, Inc. for Traffic Engineering Consulting Services

2. First Amendment to the Professional Consultant Services Agreement with Iteris, Inc. for Traffic Engineering Consulting Services

3. Second Amendment to the Professional Consultant Services Agreement with Iteris, Inc. for Traffic Engineering Consulting Services Initiated By: Tran Tran, Traffic Engineering Manager
Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 7
62 ATTACHMENT 1
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90 ATTACHMENT 2
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91 55136.00200\31919338.1 - 1 -

CITY OF LAKE FOREST

FIRST AMENDMENT TO

AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES

1. PARTIES AND DATE.

This First Amendment to the Agreement for Traffic Signal Management Services (“First Amendment”) is entered into on the [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, CA 92630 (“City”) and Iteris, Inc., a Delaware Corporation, with its principal place of business at 1700 Carnegie Avenue, Suite 100, Santa Ana, CA 92705 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."

2. RECITALS.

2.1 Agreement. The Parties entered into that certain Agreement for Traffic Signal Management Consulting Services dated July 1, 2021 (“Agreement”).

2.2 First Amendment. The Parties now desire to amend the Agreement in order to extend the term of the Agreement and increase the total amount of compensation under the Agreement.

3. TERMS.

3.1 Term. Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:

The term of the Agreement shall be from July 1, 2021 to June 30, 2025, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew the Agreement automatically for no more than one (1) additional one-year term. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

3.2 Compensation. Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:

Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed SIX HUNDRED FIFTY-TWO THOUSAND DOLLARS ($652,000)
without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

Item: 7
92 55136.00200\31919338.1 - 2 -

3.3 Remaining Provisions of Agreement. Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.

CITY OF LAKE FOREST ITERIS, INC.

By: [AUTHORIZED CITY SIGNATURE]
Doug Cirbo
Mayor
By: [VENDOR SIGNATURE 1]
Steven Bradley
Vice President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:

By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
[ Kerry Shiba
Chief Financial Officer
APPROVED AS TO FORM:

By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney

Item: 7
93 55136.00200\31919338.1 Exhibit “A-I”-1
ATTACHMENT “1” TO FIRST AMENDMENT TO

AGREEMENT FOR PROFESSIONAL CONSULTING SERVICES
Consultant shall be paid for services rendered in accordance with Section 3.3 of the Agreement, and as described above under Scope of Work, the not-to-exceed fee of six hundred fifty-two thousand dollars ($652,000). Consultant will be paid on a time-and-materials basis at the hourly rates and fees set forth below.

Hourly Rates FY 21-22
Year 1
FY 22-23
Year 2
FY 23-24
Year 3
FY 24-25
Year 4
Traffic Signal Project
Manager $208.98 $217.34 $226.03 $235.07
Traffic Signal Plan Checker $213.28 $221.81 $230.68 $239.91 Traffic Signal Technician $154.80 $160.99 $167.43 $174.13 NOC Technician $64.50 $67.08 $69.76 $72.55
Traffic Signal Specialist $129.86 $135.05 $140.46 $146.08 Information Technology
Specialist $168.56 $175.30 $182.31 $189.60
Subconsultant $65.00 $67.00 $69.00 $71.76
Fees FY 21-22
Year 1
FY 22-23
Year 2
FY 23-24
Year 3
FY 24-25
Year 4
Other Direct Costs $1,500.00 $1,500.00 $1,500.00 $1,500.00 Biennial Average Daily Traffic
(ADT) Counts $16,200.00 - $16,200.00 -
Biennial Level of Service (LOS)
Analysis $26,077.50 - $26,647.50 -

Item: 7
94 Attachment 3
Item: 7
95 TRAFFIC SIGNAL MANAGEMENT CONSULTING SERVICES
(2021-032.2)
City of Lake Forest
100 Civic Center Dr.

Lake Forest, CA 92630
Docusign Envelope ID: C416867B-6363-412F-B000-5281233D8C8A Item: 7 96 City of Lake Forest
Second Amendment to Professional Consultant Services Agreement Traffic Signal Management Consulting Services
I. PARTIES AND DATE. ..............................................................................

II. RECITALS...............................................................................................

III. TERMS...................................................................................................

IV. SIGNATURES. ........................................................................................

V. EXHIBIT "C" - COMPENSATION..............................................................

Docusign Envelope ID: C416867B-6363-412F-B000-5281233D8C8A Item: 7 97 Title: Traffic Signal Management Consulting Services 3 1. PARTIES AND DATE.

This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and Iteris, Inc., a Delaware Corporation (Inc.) , with its principal place of business at 1700 Carnegie Avenue, Suite 100, Santa Ana, CA 92705 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: C416867B-6363-412F-B000-5281233D8C8A Item: 7 98 Title: Traffic Signal Management Consulting Services 4 2. RECITALS.

2.1. Agreement
The Parties entered into that certain Agreement for Traffic Signal Management Consulting Services dated July 1, 2021 (“Agreement”).

2.2. First Amendment
The Parties entered into that certain First Amendment in order to extend the term of the Agreement and increase the total amount of compensation under the Agreement dated December 23, 2023 ("First Amendment").

2.3. Second Amendment
The Parties now desire to amend the Agreement in order to extend the term of the Agreement and update the rates of compensation under the Agreement, increase the total amount of compensation under the Agreement.

Docusign Envelope ID: C416867B-6363-412F-B000-5281233D8C8A Item: 7 99 Title: Traffic Signal Management Consulting Services 5 3. TERMS.

3.1. Term.

Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:

The term of this Agreement shall be from July 1, 2021 to June 30, 2026, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

3.2. Compensation.

Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:

Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed NINE HUNDRED SIXTY-TWO THOUSAND DOLLARS ($962,000) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.3. Rates of Compensation./ Schedule of Compensation.

Exhibit “C” of the Agreement is hereby amended to update rates of compensation in the form of EXHIBIT "C" - COMPENSATION to this First Amendment, attached hereto and incorporated herein.

3.4. Remaining Provisions of Agreement.

Except as otherwise specifically set forth in this Second Amendment, the remaining provisions of the Agreement shall remain in full force and effect.

Docusign Envelope ID: C416867B-6363-412F-B000-5281233D8C8A Item: 7 100
Title: Traffic Signal Management Consulting Services
6 4. SIGNATURES.

4.1. SIGNATURES.

CITY OF LAKE FOREST Iteris, Inc.

By: [AUTHORIZED CITY SIGNATURE]
Scott Voigts
Mayor
By: [VENDOR SIGNATURE 1]
Steven Bradley
Vice President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:

By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
Kerry Shiba
Chief Financial Officer (Corporation or LLC)
APPROVED AS TO FORM:

By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Docusign Envelope ID: C416867B-6363-412F-B000-5281233D8C8A Item: 7 101
Title: Traffic Signal Management Consulting Services
7 5. EXHIBIT "C" - COMPENSATION

5.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not-to-exceed fee of NINE HUNDRED SIXTY-TWO THOUSAND DOLLARS ($962,000). Compensation shall be paid per the following schedule and terms.

Hourly Rates FY 21-22
Year 1
FY 22-23
Year 2
FY 23-24
Year 3
FY 24-25
Year 4
FY 25-26
Year 5
(Effective
07/01/2025)
Traffic Signal Project Manager $208.98 $217.34 $226.03 $235.07 $242.12 Traffic Signal Plan Checker $213.28 $221.81 $230.68 $239.91 $247.11 Traffic Signal Technician $154.80 $160.99 $167.43 $174.13 $179.35 NOC Technician $64.50 $67.08 $69.76 $72.55 $74.73
Traffic Signal Specialist $129.86 $135.05 $140.46 $146.08 $150.46 Information Technology /
Specialist
$168.56 $175.30 $182.31 $189.60 $195.29
Subconsultant $65.00 $67.00 $69.00 $71.76 $73.91
Fees FY 21-22
Year 1
FY 22-23
Year 2
FY 23-24
Year 3
FY 24-25
Year 4
FY 25-26
Year 5
(Effective
07/01/2025)
Other Direct Costs $1,500.00 $1,500.00 $1,500.00 $1,500.00 $1,500.00 Biennial Average Daily Traffic
(ADT) Counts
$16,200.00 $0.00 $16,200.00 $0.00 $0.00
Biennial Level of Service (LOS)
Analysis
$26,077.50 $0.00 $26,647.50 $0.00 $50,000.00
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Long Beach-Anaheim.

Docusign Envelope ID: C416867B-6363-412F-B000-5281233D8C8A Item: 7 102

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: Public Works
SUBJECT:

FIRST AMENDMENT TO AGREEMENT WITH GMU GEOTECHNICAL, INC.,

FOR ON-CALL GEOTECHNICAL SERVICES
RECOMMENDED ACTION(S):

1. Approve the First Amendment to the Agreement with GMU Geotechnical, Inc., for on-call geotechnical services.

2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment to the Agreement with GMU Geotechnical, Inc.

EXECUTIVE SUMMARY:

GMU Geotechnical, Inc. (“GMU”) is currently under a Professional Services Agreement (“Agreement”) with the City to provide on-call third-party review of geotechnical work as needed within the city. Their largest task is performing geotechnical inspections for the grading and retaining wall work being performed at Portola Center’s northeast parcel. Staff anticipate the need for an additional $150,000 to be added to the agreement to allow them to complete the developer funded inspections for this on-going development.

The proposed amendment to the Agreement would increase total compensation by $150,000, raising the total agreement amount from $150,000 to $300,000.

The compensation rates would not change. This increase would provide contract authority for third-party review of grading, utility installations, structural backfill, and street improvements for Phase 2 operations at Portola Center’s northeast parcel, as well as geotechnical testing and support for various Capital Improvement Projects. The costs for third-party review would be offset by developer reimbursement, while geotechnical testing and support costs are covered within the respective capital project budgets. Staff recommend the City Council approve the proposed First Amendment to the Agreement with GMU.

BACKGROUND:

The City has three on-call geotechnical consultants, GMU, Item: 8
103
LGC Geotechnical, Inc. (“LGC”), and GEOCON West, Inc. (“GEOCON”), who provide on-call geotechnical consulting services. Staff requests proposals from these firms for third-party development review and capital project testing and support. Based on expertise and cost, staff recommends issuing a task order with the selected firm, subject to approval by the City Manager. On January 16, 2023, the City Council approved agreements with GMU, LGC and GEOCON in the amount of $150,000 to provide on-call third-party geotechnical services for residential development projects and on-call geotechnical testing and support for projects in the City’s Capital Improvement Program (Attachment 1).

Under the current contract, GMU continues to provide third-party geotechnical review for the Phase 2 Portola Center development in Portola Hills, where grading resumed in 2024. Additionally, GMU has assisted the City with the investigation of the trench failure at the El Toro/Portola Intersection improvements project, reviewed the microtrenching restoration policy for fiber internet installation, and conducted geotechnical testing for several capital improvement projects, including the Jeronimo/Muirlands Arterial Slurry Seal and for Zones A and D roadway repairs and slurry seal.

DISCUSSION:

It is anticipated that Phase 2 at Portola Center development will continue grading activities requiring third party inspection for at least the next 18 to 24 months.

Extensive grading and wall construction is still required before the remaining homes at the northeast parcel can be constructed. GMU is familiar with the work and has provided third party geotechnical review for the Portola Center project since the start of the development.

In addition, the City has several upcoming capital projects that will require geotechnical inspection and testing. GMU, along with the other geotechnical on-call firms, would provide cost proposals for these projects, with task orders issued to the selected geotechnical firm. The additional contract authority would allow GMU to both continue the Portola Center geotechnical review as well as be able to provide support for these capital projects.

The proposed First Amendment to the Agreement with GMU would increase the total compensation amount by $150,000 with the compensation rates unchanged for a total not-to-exceed amount of $300,000 (Attachment 2). The contract term remains the same, expiring January 17, 2026.

Pursuant to the City’s Purchasing and Contract Guidelines, staff completes a vendor performance assessment during a proposed contract amendment. The vendor performance assessment is used as a guide to determine whether a contract should be amended, renewed, or terminated based on performance in Item: 8
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the following categories: performance of scope of services; timeliness; budget performance; and customer service. Utilizing an evaluation form, staff rates the consultant in each category.

GMU Geotechnical, Inc. – Performance Review
January 18, 2023, through April 1, 2025
Category Unsatisfied – Very Satisfied
Performance of Scope
of services
☐Unsatisfied ☐ Satisfied ☒Very Satisfied ☐N/A
Timeliness ☐Unsatisfied ☐ Satisfied ☒Very Satisfied ☐N/A Budget Performance ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Customer Service ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A The chart above provides a summary of the consultant’s performance during the respective evaluation period. The evaluation period for GMU is from the start of the contract term on January 18, 2023, through April 1, 2025. Staff is very satisfied with GMU’s performance through the term of the contract. The City Attorney’s Office reviewed and approved the First Amendment as to form.

FISCAL IMPACT:

The proposed First Amendment would add $150,000 to the contract compensation for a total contract amount of $300,000, with the compensation rates unchanged. Sufficient funding is available in the FY 2023-25 Public Works Operating Budget and the 2023-2030 Capital Improvement Program Project budgets for the proposed increase.

ATTACHMENTS:

1. Agreement with GMU Geotechnical, Inc.

2. Proposed First Amendment to Agreement with GMU Geotechnical, Inc.

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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Attachment 2
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ON-CALL GEOTECHNICAL CONSULTING SERVICES
(2022-122.1)
City of Lake Forest
100 Civic Center Dr.

Lake Forest, CA 92630
Docusign Envelope ID: A32935B3-A174-42CF-A95C-3A5D3EF4D5D4 Item: 8 128
City of Lake Forest
First Amendment to Professional Consultant Services Agreement On-Call Geotechnical Consulting Services
I. PARTIES AND DATE. ..............................................................................

II. RECITALS...............................................................................................

III. TERMS...................................................................................................

IV. SIGNATURES. ........................................................................................

V. EXHIBIT "C" - COMPENSATION..............................................................

Docusign Envelope ID: A32935B3-A174-42CF-A95C-3A5D3EF4D5D4 Item: 8 129
Title: On-Call Geotechnical Consulting Services
3 1. PARTIES AND DATE.

This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and GMU Geotechnical, Inc., a California Corporation (Inc.) , with its principal place of business at 30336 Esperanza, Rancho Santa Margarita, CA 92688 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: A32935B3-A174-42CF-A95C-3A5D3EF4D5D4 Item: 8 130
Title: On-Call Geotechnical Consulting Services
4 2. RECITALS.

2.1. Agreement
The Parties entered into that certain Agreement for On-Call Geotechnical Consulting Services dated January 26, 2023 (“Agreement”).

2.2. First Amendment
The Parties now desire to amend the agreement in order to increase the total amount of compensation under the Agreement.

Docusign Envelope ID: A32935B3-A174-42CF-A95C-3A5D3EF4D5D4 Item: 8 131
Title: On-Call Geotechnical Consulting Services
5 3. TERMS.

3.1. Compensation.

Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:

Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed THREE HUNDRED THOUSAND DOLLARS ($300,000.00) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.2. Remaining Provisions of Agreement.

Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.

Docusign Envelope ID: A32935B3-A174-42CF-A95C-3A5D3EF4D5D4 Item: 8 132
Title: On-Call Geotechnical Consulting Services
6 4. SIGNATURES.

4.1. SIGNATURES.

CITY OF LAKE FOREST GMU Geotechnical, Inc.

By: [AUTHORIZED CITY SIGNATURE]
Scott Voigts
Mayor
By: [VENDOR SIGNATURE 1]
Greg Silver
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:

By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
Aron Taylor
Chief Financial Officer (Corporation or LLC)
APPROVED AS TO FORM:

By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Docusign Envelope ID: A32935B3-A174-42CF-A95C-3A5D3EF4D5D4 Item: 8 133
Title: On-Call Geotechnical Consulting Services
7 5. EXHIBIT "C" - COMPENSATION

5.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of THREE HUNDRED THOUSAND DOLLARS ($300,000.00). Compensation shall be paid per the following schedule.

Professional Services
Document Preparation and Project Services $ 105.00/hour CAD/GIS, Design Engineer $ 120.00/hour
Staff Engineer or Geologist $ 165.00/hour
Senior Staff Engineer or Geologist $ 180.00/hour
Project Engineer or Geologist $ 200.00/hour
Senior/ Associate Engineer or Geologist $ 235.00/hour
Associate Engineer or Geologist $ 255.00/hour
Principal/Director $ 280.00/hour
Field Inspection & Testing Services *
Staff Engineering Technician (no time minimum) $ 105.00/hour  Services provided under direct supervision of a Senior Engineering Technician Senior Engineering Technician (no time minimum) $ 122.00/hour  Inspections for soils/grading, asphalt, concrete, batch plants, piles/caissons, etc.  Certifications by AIC, ICC, Caltrans, local jurisdictions, etc.

Registered Special Inspector (No 4 hour minimum) $ 122.00/hour  Certifications by AIC, ICC, Caltrans, local jurisdictions, etc.  Reinforced concrete, Post-Tension, masonry, Welding, Bolting, Fireproofing Instrumentation Engineer $ 165.00/hour
 Slope inclinometer and Piezometer monitoring
 Manometer for floor level-surveys
 Stormwater turbidity &pH meter
 Groundwater monitoring – pressure transducer, datalogger, water chemistry meter, etc.  Pipeline video camera for drains, wells, etc.

Engineering Seismological Technician (includes 3-channel seismograph) $ 165.00/hour  Blast vibration monitoring
 Construction vibration & noise monitoring (pile driving, drilling, demolition, etc.) *Notes:
 Rates include vehicle, nuclear density gauge, and equipment for testing, inspection, and sampling.  No 4-hour minimum charges apply.

Docusign Envelope ID: A32935B3-A174-42CF-A95C-3A5D3EF4D5D4 Item: 8 134
Title: On-Call Geotechnical Consulting Services
8  Overtime is charged at 1.5 times the base rate. Overtime is defined as the time worked on the project in excess of 8 hours per day and all time on Saturdays, Sundays and holidays.  Prevailing Wage hourly surcharge for Technicians and Inspectors per California Labor Code §1720.et seq Add $ 29.00/hour
Laboratory Testing Services
Laboratory Testing $ 130.00/hour
(For special materials testing and laboratory costs on a per-test basis, see GMU’s Laboratory Fee Schedule) Other Charges
Outside Services Cost + 15%
Reimbursable & Reprographics Cost
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Long Beach-Anaheim.

Docusign Envelope ID: A32935B3-A174-42CF-A95C-3A5D3EF4D5D4 Item: 8 135

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: Public Works
SUBJECT:

SECOND AMENDMENT TO THE AGREEMENT WITH BRIGHTVIEW
LANDSCAPE SERVICES, INC., FOR LAKE FOREST CIVIC CENTER

LANDSCAPE AND STREETSCAPE MAINTENANCE
RECOMMENDED ACTION(S):

1. Approve the Second Amendment to the Agreement for Maintenance Services for Lake Forest Civic Center Landscape and Streetscape Maintenance Services with Brightview Landscape Services, Inc.

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

EXECUTIVE SUMMARY:

Brightview Landscape Services, Inc. (“Brightview”) is the City’s current landscape maintenance contractor for Lake Forest Civic Center Landscape and Streetscape Maintenance Services. The original three-year Agreement for Maintenance Services with Brightview (“Agreement”) was approved by the City Council after the completion of a competitive Request for Proposal (“RFP”) process on June 18, 2021, with a compensation amount of $342,825 and two optional one-year extensions (Attachment 1). On April 16, 2024, the City Council approved the First Amendment to the agreement and added an additional year to the term of the Agreement at the City Council’s discretion (Attachment 2). The current compensation amount under the Agreement is $494,842.68.

The proposed Second Amendment to the Agreement (“Second Amendment”) would increase the compensation amount by $152,017.68 for a new total compensation amount of $646,860.36. This is the final extension available for this agreement. If approved, the new expiration date for the Agreement would be June 30, 2026. The proposed Second Amendment does not add scope or a Consumer Price Index (“CPI”) increase to rates. Sufficient funding would be included in the 2025-2027 Operating Budget to cover the costs of approving the Second Amendment. Staff recommend the City Council approve the proposed Second Amendment and authorize the Mayor to sign and the City Clerk to attest to the Second Amendment (Attachment 3). The proposed Second Amendment Item: 9
136
was prepared by the Finance department and approved as to form by the City Attorney.

BACKGROUND:

On June 18, 2021, the City Council approved a three-year Agreement with Brightview Landscape Services, Inc. for Lake Forest Civic Center Landscape and Streetscape Maintenance. The total compensation amount for the Agreement was $342,825, with a three-year term expiring June 30, 2024. The Agreement was amended in April 2024 with a new compensation amount of $494,842.68 and expiration date of June 30, 2025. The First Amendment added the Mitigation slope area and a CPI increase.

DISCUSSION:

The proposed Second Amendment with Brightview (Attachment 3) would add $152,017.68 for a new total compensation amount of $646,860.36. Staff believe that Brightview’s performance has met or exceeded the contract’s scope of work, and the responsibilities associated with landscape maintenance services. During the contract, Brightview demonstrated its willingness to respond quickly to requests for service and consistently completed all requested work in a professional manner. Brightview provides excellent customer service and has demonstrated a readiness to assist with special projects and after-hour emergencies.

The chart below provides an overall summary of the contractor’s performance since the start of the Agreement. Consistent with the City’s Purchasing Guidelines and following a vendor assessment (Table 1), staff recommends approval of the Second Amendment to the Agreement to ensure that the City retains the ability to continue performing landscape services at the Civic Center.

Table 1: Vendor Assessment
Brightview Landscape Services, Inc. Performance Assessment April 16, 2024, through April 1, 2025
Category Rating
Performance of Scope of
Services
☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A
Timeliness ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Budget Performance ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Customer Service ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Item: 9
137
Sufficient funding would be included in the 2025-2027 Operating Budget to cover the costs of approving the Second Amendment. Staff recommend the City Council approve the proposed Second Amendment and authorize the Mayor to sign and the City Clerk to attest to the Second Amendment. The proposed Second Amendment was reviewed by the City Attorney and approved as to form.

FISCAL IMPACT:

Approval of the Second Amendment to the Brightview Agreement would increase the compensation amount by $152,017.68, bringing the total compensation amount to $646,860.36. If approved, sufficient funding to cover the costs of the First Amendment would be requested in the 2025-2027 Operating Budget.

ATTACHMENTS:

1. Agreement with Brightview Landscape Services

2. First Amendment to the Agreement with Brightview Landscape Services

3. Second Amendment to the Agreement with Brightview Landscape Services Initiated By: Michael McConaha, Public Works Maintenance Manager Submitted By: Thomas E. Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
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CIVIC CENTER LANDSCAPE AND STREETSCAPE PROJECT
(2021-040.2)
City of Lake Forest
100 Civic Center Dr.

Lake Forest, CA 92630
Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 238
City of Lake Forest
Second Amendment to Agreement for Maintenance Services
Civic Center Landscape and Streetscape Project
I. PARTIES AND DATE. ..............................................................................

II. RECITALS...............................................................................................

III. TERMS...................................................................................................

IV. SIGNATURES. ........................................................................................

V. EXHIBIT "C" - COMPENSATION..............................................................

Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 239
Title: Civic Center Landscape and Streetscape Project
3 1. PARTIES AND DATE.

This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and Brightview Landscaping Services, Inc., a California Corporation (Inc.) , with its principal place of business at 1960 S. Yale Street , Santa Ana, CA 92704 (“Contractor”). City and Contractor are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 240
Title: Civic Center Landscape and Streetscape Project
4 2. RECITALS.

2.1. Agreement
The Parties entered into that certain Agreement for Landscape Maintenance Services dated July 1, 2021 (“Agreement”).

2.2. First Amendment
The Parties entered into that certain First Amendment to the Agreement dated May 13, 2024 ("First Amendment").

2.3. Second Amendment
The Parties now desire to amend the Agreement in order to extend the term of the Agreement and increase the total amount of compensation under the Agreement.

Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 241
Title: Civic Center Landscape and Streetscape Project
5 3. TERMS.

3.1. Term.

Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:

The term of this Agreement shall be from July 1, 2021 to June 30, 2026, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

3.2. Compensation.

Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:

Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed SIX HUNDRED FORTY-SIX THOUSAND EIGHT HUNDRED SIXTY DOLLARS AND THIRTY-SIX CENTS DOLLARS ($646,860.36) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.3. Remaining Provisions of Agreement.

Except as otherwise specifically set forth in this Second Amendment, the remaining provisions of the Agreement shall remain in full force and effect.

Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 242
Title: Civic Center Landscape and Streetscape Project
6 4. SIGNATURES.

4.1. SIGNATURES.

CITY OF LAKE FOREST Brightview Landscaping Services, Inc.

By: [AUTHORIZED CITY SIGNATURE]
Scott Voigts
Mayor
By: [VENDOR SIGNATURE 1]
Enrico Marogna
Vice President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:

By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
Brett Urban
Chief Financial Officer (Corporation or LLC)
APPROVED AS TO FORM:

By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 243
Title: Civic Center Landscape and Streetscape Project
7 5. EXHIBIT "C" - COMPENSATION

5.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of SIX HUNDRED FORTY-SIX THOUSAND EIGHT HUNDRED SIXTY DOLLARS AND THIRTY-SIX CENTS ($646,860.36). Compensation shall be paid per the following schedule and terms.

Section Description Quantity
Unit Price -
Original
Agreement
Unit Price -
First
Amendment
Unit Price -
Second
Amendment
Annual
Total -
Second
Amendment
Schedule A - Routine
Maintenance
Campus: Civic Center
Plaza Iincluding
courtyards and parking
structure), hardscape
to City Parking Lots 12 $2,356.25 $2,436.36 $2,436.36 $29,236.32 Schedule A - Routine
Maintenance
Parkway: landscaped
area between public
sidewalk and street 12 $543.75 $562.23 $562.23 $6,746.76 Schedule A - routine
Maintenance
Front
Slope: landscaped area
between public
sidewalk & Civic Center
front parking areas and
landscaped are
adjacent to parking
structure ramp 12 $725.00 $749.65 $749.65 $8,995.80
First Amendment
Schedule A - Routine
Maintenance
Mitigation and Slope
Areas 12 $2,274.83 $27,297.96
Total Schedule A $72,276.84
Schedule B - Irrigation
System
Maintenance/repair
Parts Drip Line Strainer 2"Y 20 $56.25 $58.16 $58.16 $1,163.20 Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 244
Title: Civic Center Landscape and Streetscape Project
8 Schedule B - Irrigation
System
Maintenance/repair
Parts Drip Line Filter Cart 2" 20 $11.50 $11.89 $11.89 $237.80 Schedule B - Irrigation
System
Maintenance/repair
Parts
Drip Line 1/2" Comp
Coupling 50 $0.30 $0.31 $0.31 $15.50
Schedule B - Irrigation
System
Maintenance/repair
Parts
500 Ft 1/2" Dripline 12"
Spacing .90 GPM 1 $125.00 $129.25 $129.25 $129.25
Schedule B - Irrigation
System
Maintenance/repair
Parts
Cal Sense Flow Meter
Bronze 1.5" 1 $880.00 $909.92 $909.92 $909.92
Schedule B - Irrigation
System
Maintenance/repair
Parts
Cal Sense Master Valve

1.5" /Superior 3300 1 $728.00 $752.75 $752.75 $752.75
Schedule B - Irrigation
System
Maintenance/repair
Parts
Febco 825YA Back Flow
2" 1 $897.00 $927.49 $927.49 $927.49
Schedule B - Irrigation
System
Maintenance/repair
Parts
PTA Stainless Steel
Controller Enclosure 1 $120.00 $124.08 $124.08 $124.08
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1812 SAM
PRS W/Van Nozzle 100 $17.00 $17.23 $17.23 $1,723.00
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1" RCV GB
Series 20 $98.00 $101.33 $101.33 $2,026.60
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1-1/2" RCV
GB Series 20 $128.00 $132.35 $132.35 $2,647.00
Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 245
Title: Civic Center Landscape and Streetscape Project
9 Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 2" RCV GB
Series 20 $192.00 $198.52 $198.52 $3,970.40
Schedule B - Irrigation
System
Maintenance/repair
Parts
Superior 3" Non
Pressure Regulating
Brass Valve 20 $236.00 $244.02 $244.02 $4,880.40
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 3/4 3-RC
Quick Coupling Valve 20 $62.00 $64.10 $64.10 $1,282.00
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1" 44-RC
Quick Coupling Valve 20 $74.00 $76.51 $76.51 $1,530.20
Schedule B - Irrigation
System
Maintenance/repair
Parts
Plastic/Rectangular RCV
Box W/Lid 25 $25.00 $25.85 $25.85 $646.25
Schedule B - Irrigation
System
Maintenance/repair
Parts
Plastic/Round QCV Box
W/Lid 25 $15.00 $15.51 $15.51 $387.75
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1" Valve
Replacement 50 $32.00 $33.08 $33.08 $1,654.00
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird 1-1/2" Valve
Replacement
Diaphragm 50 $29.00 $29.98 $29.98 $1,499.00
Schedule B - Irrigation
System
Maintenance/repair
Parts
Rain Bird RCV
Replacement Solenoid 50 $32.00 $33.08 $33.08 $1,654.00
Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 246
Title: Civic Center Landscape and Streetscape Project
10 First Amendment
Schedule B -
Irrigation System
Maintenance/repair
Parts Mitigation Area Parts 1 $500.00 $500.00
Total Schedule B $28,660.59
Schedule C - Plant
Material Installed Annual Color 100 $16.00 $16.54 $16.54 $1,654.00 Schedule C - Plant
Material Installed Ground Cover 100 $18.00 $18.61 $18.61 $1,861.00 Schedule C - Plant
Material Installed One (1) Gallon Shrub 100 $7.00 $7.23 $7.23 $723.00 Schedule C - Plant
Material Installed Five (5) Gallon Shrub 100 $16.00 $16.54 $16.54 $1,654.00 Schedule C - Plant
Material Installed
Fifteen (15) Gallon
Shrub 100 $68.50 $70.82 $70.82 $7,082.00
Schedule C - Plant
Material Installed
Fifteen (15) Gallon Tree
W/Stakes and Ties 50 $85.00 $87.89 $87.89 $4,394.50
Schedule C - Plant
Material Installed
Twenty-Four (24) inch
Box Tree W/Stakes and
Ties 25 $220.00 $227.48 $227.48 $5,687.00
Schedule C - Plant
Material Installed
Thirty-Six (36) Inch Box
Tree W/Stakes and Ties 20 $550.00 $568.70 $568.70 $11,374.00 Schedule C - Plant
Material Installed
Tree Trimming Per ASA
Standards All Sizes 100 $45.00 $46.53 $46.53 $4,653.00
Schedule C - Plant
Material Installed Tree Removals All Sizes 25 $75.00 $77.55 $77.55 $1,938.75 Schedule C - Plant
Material Installed Install Mulch 100 $18.00 $18.61 $18.61 $1,861.00 Schedule C - Plant
Material Installed Rotofill 1000 $0.01 $0.01 $0.01 $10.00 Schedule C - Plant
Material Installed Soil Test 25 $80.00 $82.72 $82.72 $2,068.00 Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 247
Title: Civic Center Landscape and Streetscape Project
11 Schedule C - Plant
Material Installed Mechanical Trenching 1000 $0.02 $0.02 $0.02 $20.00 First Amendment
Schedule C - Plant
Material Installed
Fertilization
(Mitigation Area) 1 $1,950.00 $1,950.00
First Amendment
Schedule C - Plant
Material Installed
Pre-Emergent
Application 1 $2,300.00 $2,300.00
First Amendment
Schedule C - Plant
Material Installed Herbicide Application 1 $1,850.00 $1,850.00 Total Schedule C $51,080.25
Annual Total $152,017.68
Original Agreement – Total
Compensation $342,825.00
First Amendment - Total
Compensation $494,842.68
Second Amendment - Total
Compensation $646,860.36
Labor not included in the above Schedule will be billed at the following rates:

Position Regular Rate Overtime Rate
Landscape Maintenance Supervisor $45.00 $67.50
Landscape Foreman $35.00 $52.00
Irrigation Specialist $50.00 $75.00
Landscape Maintenance Labor $30.00 $40.00
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Long Beach-Anaheim.

Docusign Envelope ID: A226688D-9E3F-45C3-A9A7-C1FC4B9E3092 Item: 9 248
Item: 9
249
April 15, 2025
TO: City Manager, Finance Director, City Attorney, Mayor, Mayor Pro-Tem, City Council, Deputy City Manager, Assistant City Manager, City Clerk, Police Chief, Communications Manager, Orange County Register, Sean Emery "THE CITY IS COMMITTED TO OPEN AND TRANSPARENT GOVERNMENT

AND STRIVES TO CONSISTENTLY MEET ITS COMMUNITY'S EXPECTATION

BY PROVIDING EXCELLENT SERVICE IN A POSITIVE, TIMELY AND TRANSPARENT MANNER. IT IS THE DUTY OF CITY GOVERNMENT TO

Andrew Hamilton Recalled January 16, 2018.

Scott Voigts sues the residents $550,000.00 January 18, 2019 settles $150,000.00 Santiago Fire October 2007
Silverado Fire October 2020 T-Mobile $4.5M Settlement 04-08-25.

Airport Fire September 2024 County paid $9.5M to settle homeowner claims.

1.) Shout out to public works and Peggy Samantha responding to my request of burned-out median lamps in all 5 districts. I wonder why the councilman in their districts did not report.

3.) The Orange County Board of Supervisors on 04-08-25 approved a $4.5 million settlement with T-Mobile for its part in the setting of the 2020 Silverado fire.

4.) The county paid out $9.5 million to settle claims for the Airport Fire.

Nobody in county Government has been held accountable.

Update about the E-BRATS Ad Hoc Committee?? It’s Spring Break their running wild!!!
0:40:00 Consensus ad hoc with mayor protem Pequeno to discuss policies with OCSD “Thanks for bringing to our attention” (code for, we won’t follow up) Item: 9
251
0:40:42 D-2 councilman asked CM what is OCSD policy. Response “We have stats on calls for service and citations and anecdotal the deputies have been told that, ***“what the policy is I don’t know the policy and I would have to defer and come back to you on that.”***
0:41:00 Cheryl Gimdia “I’m just going to elaborate on what others have said, victim in my neighborhood
0:42:30 Voigts, “I didn’t know the problems at the sports park, and I didn’t know the sheriff’s department does not intercede and pursue, these are things we will follow up on.” We’re not supposed to have a dialog back and forth 0:42:48 D-5 Pequeno “as far as chasing e-bikes going to make things worse, chasing for a simple infraction will turn into something a lot bigger. Town hall later on this summer as far as chasing and pursuits, that’s a no go, only for felonies and not infractions.”
Why are you violating city ordinances and
being cited for traffic offenses recently?
Consent Calendar
#3 Minutes of the Strategic Planning Workshop March 25, 2025 I have reviewed and I believe we spent $$$ that was not necessary. $140K Tru North survey was the same from previous years. Although the cost keeps rising. I have lived in Foothill Ranch for 34 years and have never been contacted. The questions via telephone are long, and I can’t believe anyone can focus that long. I am still reviewing and will have a more in-depth analysis. What the main issue the community wants addressed is the HOMELESS. $41K Cultural Edge Consultants. What a debacle this was. Residents did not even know about the Civic Center. The participants were not aware of the city services. #4 Minutes of the last meeting held April 01, 2025
#9 Agreement with Brightview for Civic Center Landscaping Item: 9
252
Discussion Action Items:
#12 Shopping Center Analysis by KOSMONT
Page end.

Item: 9
253
Item: 9
254
Item: 9
255
Item: 9
256
CITY COUNCIL POLICY: ETHICS POLICY
Ratified: Januꢀꢁ 2, 2019
Preamble
The citizens of the Cꢂty of Lake Forest are entitled to responsible, faꢂr, and honest City government that operates in an atmosphere of respect and civiꢁity.

Accordꢈngly, the Lake Forest Cꢂty Councꢂꢁ adopts this policy to:

1. Describe the standards of behavꢂor to which ꢂts leaders aspꢂre.

2. Provꢂde an ongoing source of guidance to elected ꢁeaders and City officials in their day-to-day servꢂce to the City.

3. Promote and maꢂntaꢂn a cuꢁture of ethics.

Item: 9
257
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Item: 9
258
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Item: 9
259

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: Public Works
SUBJECT:

AWARD CONSTRUCTION CONTRACT TO FIELDTURF USA, INC. FOR LAKE

FOREST SPORTS PARK SYNTHETIC TURF REPLACEMENT PROJECT
(25P02)
RECOMMENDED ACTION(S):

1. Approve the use of the State of California Multiple Awards Schedule Agreement for the procurement process.

2. Award a contract in the amount of $1,107,402.23 to FieldTurf, USA, Inc. for the Lake Forest Sports Park Synthetic Turf Replacement Project (25P02).

3. Authorize the Mayor to sign, and the City Clerk to attest the contract with FieldTurf, USA, Inc.

EXECUTIVE SUMMARY:

The Lake Forest Sports Park Synthetic Turf Replacement Project involves replacing the existing synthetic turf fields at the sports park, which have surpassed their expected eight-year lifespan and warranty period. The proposed fields would be substantially similar to the existing synthetic turf fields.

To ensure cost-effectiveness, staff propose using the same procurement methodology originally used to install the fields. Utilizing a California Multiple Award Schedule (“CMAS”) contract with FieldTurf, USA, Inc. (“FieldTurf”), would allow the City to access discounted, pre-negotiated pricing available to municipal agencies statewide (Attachment 1). This approach ensures cost savings, eliminates contractor markup, and preserves the manufacturer’s warranty by having FieldTurf complete the installation. The total project cost of $1,107,402.23 includes materials, labor, warranty, and installation. The project was included as part of the 2023-2030 Strategic Plan and the 2023-25 Capital Improvement Plan.

If approved, field replacement would take place over a three-week period in June 2025. Staff recommends the City Council approve the use of the State of California Multiple Awards Schedule Agreement and award the proposed construction contract to Field Turf USA, Inc., in the amount of $1,107,402.23.

Item: 10
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BACKGROUND:

On November 20, 2012, the City Council authorized the City Manager to approve the State of California Multiple Awards Schedule Agreement No. 4-06-78-0031A for the purchase and installation of two synthetic turf sports fields at the Lake Forest Sports Park. The agreement was awarded to FieldTurf USA, Inc. and was valued at $840,117. The City had procured the synthetic fields separately from the main sports park construction contract following a cost-saving value engineering analysis performed by the project engineer. The original bid documents from 2009 are attached for reference purposes (Attachment 2).

As the fields have passed their expected useful life of eight years, and the accompanying warranty has expired, staff proposes replacing the synthetic fields using the same procurement process as originally used, as part of Initiative SP#37 in the 2023-2030 Strategic Plan approved by the City Council. Based on the City’s Asset Management Plan and the synthetic turf fields’ current conditions, it is time to replace the turf which will in turn improve the overall park conditions citywide. The synthetic turf represents the largest current investment for improving current park conditions. By replacing the fields, the City would be making a substantial investment in the park system, avoid paying for future repairs, and improve the quality and safety of the play surfaces.

DISCUSSION:

The scope of work for the project consists of removing the existing turf fields, and replacing the synthetic turf material with the same existing product type manufactured and installed by FieldTurf (Vertex Prime 2”). The project includes minor regrading and recompacting once the turf is removed to ensure a proper installation base. The existing turf product has performed above expectations and has proven to be more durable than expected given its heavy utilization by sports field users, allowing the City to enjoy additional years of use beyond its expected useful life.

To procure the turf material and installation services, staff is proposing to utilize FieldTurf’s State of California Multiple Awards Schedule Agreement (Attachment 3) in lieu of soliciting bids from contractors. The CMAS is part of a cooperative purchasing program administered by the State of California General Services Department to allow all municipal agencies to benefit from competitively bid, volume priced, large volume contracts with contractors and suppliers. It was established under the California Public Contract Code (“PCC”) Sections 10290 et seq. and extended to local governments under PCC Sections 10298 and 10299.

Awarding directly to FieldTurf under the CMAS program ensures competitive pricing and proper installation without contractor markup. The CMAS proposal is Item: 10
261
attached (Attachment 4). Installation of the turf by FieldTurf is necessary to ensure compliance with the terms and conditions of the warranty, which is provided for a duration of eight years. If approved, the replacement turf would be installed over a three-week period tentatively scheduled for June 2025. The City Attorney reviewed and approved the contract as to form. Staff recommends the City Council approve the use of the State of California Multiple Awards Schedule Agreement and award the proposed construction contract to Field Turf USA, Inc., in the amount of $1,107,402.23.

FISCAL IMPACT:

The total project cost is $1,107,402.23 and includes all materials and labor to complete the installation. The 2023-2030 Capital Improvement Plan budget currently has sufficient funds for the recommended actions.

ATTACHMENTS:

1. CMAS Summary

2. 2009 Bid Documents

3. CMAS/FieldTurf USA, Inc. Agreement

4. CMAS Proposal
Initiated By: Jonathan Poole, Senior Management Analyst 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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General Services Administration
Federal Supply Service
Authorized Federal Supply Schedule Catalog/Price List
SCHEDULE TITLE:

Federal Supply Schedule: MAS
Multiple Awards Schedule
FSC Group: MAS – Furniture & Furnishings – Fitness Solutions CONTRACT NUMBER: GS-07F-9631S
CONTRACT PERIOD: August 7, 2016-Aug. 6, 2026
For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at www.fss.gsa.gov
CONTRACTOR:

FieldTurf USA, Inc
175 North Industrial Blvd NE
Calhoun, GA 30701
CONTRACTOR’S ADMINISTRATION SOURCE:

Sarah Morehead – SmartBuy Director of Operations
19600 SW 129th Ave.

Tualatin, OR 97062
Phone number: (888) 209 0065 ext. 230
Fax number: (503) 692-4869
Email: [email protected]
FieldTurf Headquarters Address:
7445 Cote-de-Liesse Road Suite 200
Montreal, Quebec, Canada
H4T 1G2
BUSINESS SIZE: SMALL
CUSTOMER INFORMATION:
1a. TABLE OF AWARDED SPECIAL ITEM NUMBERSS (SINs)
SIN
339920S

DESCRIPTION
Sporting Goods Equipment and Supplies
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
286
1b. LOWEST PRICED MODEL NUMBER AND PRICE FOR EACH SIN:
(Government net price based on a unit of one)

SIN MODEL PRICE
339920S GeoTextile/Marafi 140N $0.25psf
1c. HOURLY RATES: NA

2. MAXIMUM ORDER*: $250,000 per SIN and $250,000 per order *If the best value selection places your order over the Maximum Order identified in this catalog/pricelist, you have an opportunity to obtain a better schedule contract price.

Before placing your order, contact the aforementioned contractor for a price quote. The contractor may (1) offer a new price for this requirement (2) offer the lowest price available under this contract or (3) decline the order. A delivery order that exceeds the maximum order may be placed under the schedule contract in accordance with FAR

8.404.

3. MINIMUM ORDER: $2,000

4. GEOGRAPHIC COVERAGE: Domestic, 50 States, Washington DC, Puerto Rico, US Territories and to a CONUS port or consolidation point for orders received from overseas activities.

5. POINT(S) OF PRODUCTION: Turf: Calhoun, GA
Track: Hunt Valley, MD

6. DISCOUNT FROM LIST PRICES: 5.0% – 22% off Commercial Price list.

Prices shown are net. Discounts have been deducted. Price includes delivery and installation in lower 48 states and Washington DC. Prices are not to exceed based on highest wage rate states. States with lower wage rates will result in adjusted pricing.

7. QUANTITY DISCOUNT(s): None

8. PROMPT PAYMENT TERMS: Prompt payment discount of 1% when full payment is received within 10 days or less of installation completion. As per Modification on 8/5/11.
9a. GOVERNMENT PURCHASE CARDS ACCEPTED BELOW
MICROPURCHASE THRESHOLD? Yes
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
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9b. GOVERNMENT PURCHASE CARDS ACCEPTED ABOVE
MICROPURCHASE THRESCHOLD? No

10. FOREIGN ITEMS: On file with GSA
11a. TIME OF DELIVERY: Shipped 60 Days ARO
11b. EXPEDITED DELIVERY: Contact Contractor’s Representative 11c. OVERNIGHT and 2-DAY DELIVERY: Overnight and 2-day deliveries are available. Contact the Contractor for rates.
11d. URGENT REQUIRMENTS: Agencies can contact the Contractor’s representative to effect a faster delivery. Customers are encouraged to contact the contractor for the purpose of requesting accelerated delivery.

12. FOB POINT: FOB Destination. Additional charges apply if outside the lower 48 states and Washington DC.
13a. ORDERING ADDRESS:

FieldTurf USA, Inc
7445 Cote-de-Liesse Road Suite 200
Montreal, QC H4T 1G2
13b. ORDERING PROCEDURES: For supplies and services, the ordering procedure, information on Blanket Purchase Agreements (BPA’s) are found in Federal Acquisition Regulation (FAR) 8.405-3
14: PAYMENT ADDRESS: Same as Ordering Address

15. WARRANTY PROVISION: Standard Commercial Warranty. Customer should contact contractor for a copy of the warranty.

16. EXPORT PACKING CHARGES: Not applicable

17. TERMS AND CONDITION OF GOVERNMENT PURCHASE CARD
ACCEPTANCE: Government Purchase Cards will only be accepted under the Micropurchase Threshold and will be processed through Paypal’s Virtual Terminal application.

18. TERMS AND CONDITIONS OF RENTAL, MAINTENANCE, AND REPAIR (IF APPLICABLE): NA
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
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19. TERMS AND CONDITION OF INSTALLATION (IF APPLICABLE):

Installation by a FieldTurf® approved installer is required.

20. TERMS AND CONDITIONS OF REPAIR PARTS INDICATING DATE OF

PARTS PRICE LISTS AND ANY DISCOUNTS FROM THE LIST PRICES (IF AVAILABLE): NA
20A. TERMS AND CONDITIONS FOR ANY OTHER SERVICES (IF
APPLICABLE): NA

21. LIST OF SERVICE AND DISTRIBUTION POINTS (IF APPLICABLE): NA

22. LIST OF PARTICIPATING DEALERS (IF APPLICABLE): Contact contractor representative

23. PREVENTIVE MAINTENANCE (IF APPLICABLE): NA
24A. SPECIAL ATTRIBUTES SUCH AS ENVIRONMENTAL ATTRIBUTES (e.g.recycled content, energy efficiency, and/or reduced pollutants): See product descriptions on GSAdvantage!
24b. Section 508 Compliance for EIT: NA

25. UEI NUMBER: F73RHKWMHC11

26. NOTIFICATION REGARDING REGISTRATION IN CENTRAL
CONTRACTOR REGISTRATION (CCR) DATABASE:

Registration valid until August 18 2023.

Manufacturing Part
#
GSA
FieldTurf Product Price
Synthetic turf more than 45,000 sf
FieldTurf Revolution 2.5" 360
Unit
1 2
FTRV-1 360 SF
SF
$6.44
FTRV-57 360
FieldTurf Revolution

2.0" 360
FieldTurf Revolution 2.25" 360 $6.14
3 4
5 FieldTurf Revolution 2" 360
FieldTurf ClassicHD 2.5"
FieldTurf ClassicHD 2.25"
SF
SF
SF
$5.94
$6.44
$6.14
FTHD-1
FTHD-57
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
289
6 7
8 9
FTHD-2 FieldTurf ClassicHD 2"
FieldTurf XM360-65 (2.5")
FieldTurf XM360-57 (2.25")
FieldTurf XM360-50 (2.0")
FieldTurf Prestige XT 65
FieldTurf Prestige XT 57
FieldTurf Prestige XT 50
FieldTurf Hockey Gold
Vertex Prime 2.5"
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
$5.94
$5.94
$5.71
$5.44
$5.94
$5.71
$5.44
$10.48
$6.62
$6.31
$6.13
$6.22
$5.98
$5.89
$6.62
$6.32
$6.13
$6.80
$6.49
$6.26
XM360-65
XM360-57
XM360-50
10 XT65
11 XT57
12 XT50
13 FTHG
14 FTVP-1
15 FTVP-57 Vertex Prime 2.25"
16 FTVP-2 Vertex Prime 2.0"
17 FTV-1 Vertex 2.5"
18 FTV-57 Vertex 2.25"
19 FTV-2 Vertex 2.0"
20 FT-CORE 2.5"
21 FT-CORE 2.25"
22 FT-CORE 2"
23 Vertex Prime Core 1
24 Vertex Prime Core 57
25 Vertex Prime Core 2
FieldTurf CORE 2.5"
FieldTurf CORE 2.25"
FieldTurf CORE 2"
Vertex Prime Core 1
Vertex Prime Core 57
Vertex Prime Core 2
Synthetic Turf less than 45,000 sf
FieldTurf Revolution 2.5" 360
FieldTurf Revolution 2.25" 360
26 FTRV-1 360 SF
SF
$8.80
27 FTRV-57 360 $8.34
FieldTurf Revolution
28 2.0" 360 FieldTurf Revolution 2" 360
FieldTurf ClassicHD 2.5"
FieldTurf ClassicHD 2.25"
FieldTurf ClassicHD 2"
FieldTurf XM360-65 (2.5")
FieldTurf XM360-57 (2.25")
FieldTurf XM360-50 (2.0")
FieldTurf Prestige XT 65
FieldTurf Prestige XT 57
FieldTurf Prestige XT 50
FieldTurf CORE 2.5"
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
$8.09
$8.52
$8.22
$8.03
$8.02
$7.77
$7.56
$8.03
$7.70
$7.52
$8.95
$8.52
$8.23
29 FTHD-1
30 FTHD-57
31 FTHD-2
32 XM360-65
33 XM360-57
34 XM360-50
35 XT65
36 XT57
37 XT50
38 FT-CORE 2.5"
39 FT-CORE 2.25" FieldTurf CORE 2.25"
40 FT-CORE 2"
FieldTurf Double Play
41 Speed
FieldTurf Double Play
42 Natural
FieldTurf CORE 2"
FieldTurf Double Play Speed
FieldTurf Double Play Natural
SF
SF
$8.63
$8.03
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
290
FieldTurf Triple Threat
43 Speed
FieldTurf Triple Threat
44 Natural
FieldTurf Triple Threat Speed SF $8.63
FieldTurf Triple Threat Natural
FieldTurf Vertex 2.5"
SF
SF
SF
SF
$8.57
$8.26
$8.03
$7.94
45 FieldTurf Vertex 2.5"
46 FieldTurf Vertex 2.25" FieldTurf Vertex 2.25"
47 FieldTurf Vertex 2" FieldTurf Vertex 2"
FieldTurf Vertex Prime
48 2.5"
FieldTurf Vertex Prime
49 2.25"
FieldTurf Vertex Prime
50 2"
Vertex Prime Core 1 -
51 2.5"
FieldTurf Vertex Prime 2.5"
FieldTurf Vertex Prime 2.25"
FieldTurf Vertex Prime 2"
Vertex Prime Core 1 - 2.5"
Vertex Prime Core 57 - 2.25"
SF
SF
SF
SF
$8.94
$8.50
$8.22
$9.12
Vertex Prime Core 57 -
52 2.25" SF
SF
$8.68
53 Vertex Prime Core 2 - 2" Vertex Prime Core 2 - 2" $8.39 Other Turf Items
54 Trueblend Infill
55 TPE
Trueblend Infill SF
SF
SF
SF
SF
SF
$2.20
$3.43
$3.43
$3.22
$2.56
$5.31
EcoGreen Plus Infill (TPE Infill)
56 EGI EcoGreen Infill
57 ECOM
58 EPDM-B
59 EPDM-T
EcoMax
EcoSense EPDM- Black
EcoSense EPDM-Tan
FieldTurf Genius- Supply equipment (does not
60 FieldTurf Genius include monthly plan or pole) UN
UN
$36,272.04
$54,408.06
FieldTurf Genius supply FieldTurf Genius supply with 8 year Monthly 61 with 8 year Monthly plan plan
FieldTurf Re-Cover
62 (Replacement Overlay) FieldTurf Re-Cover (Replacement Overlay) Facility Shield
SF
EA
$1.36
63 Facility Shield $32,549.12
64 FieldCleanse
FieldTurf Double Play
65 Speed
FieldTurf Double Play
66 Natural
FieldCleanse Minimum purchase of 40,000sf.

FieldTurf Double Play Speed
SF
SF
SF
SF
$0.17
$6.56
$5.94
$6.56
FieldTurf Double Play Natural
FieldTurf Triple Threat
67 Speed FieldTurf Triple Threat Speed
FieldTurf Triple Threat
68 Natural FieldTurf Triple Threat Natural SF $6.47
Removable
69 Batter/Umpire baseball Removable Batter/Umpire baseball system UN $19,949.62 FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
291
system
70 PF PureFill Infill (for 2" Product Only) SF $1.63
PURESELECT (Olive Cores Organic & Fiber
71 Pure Select Olive Based)
72 Envirofill
73 EasyField
74 NA
SF
SF
SF
UN
$2.40
EnviroFill $6.08
EasyField $22.67
Numbers & Arrows $20,629.72
Shadowed Football
75 Numbers and arrows Shadowed Football Numbers and arrows Soccer Markings
UN
UN
UN
UN
UN
UN
UN
UN
UN
UN
UN
UN
SF
SF
SF
SF
SF
SF
VS
SF
SF
SF
SF
SF
SF
SF
$10,450.01
$9,974.81
$9,500.00
$33,250.01
$3,627.20
$9,068.01
$9,068.01
$9,068.01
$9,068.01
$9,068.01
$10,450.01
$4,806.05
$1.82
76 SM
77 HM Hash Marks
78 LOGO Logo
79 EZ Endzone Letters
80 FHL Field Hockey Lines
81 LL Lacrosse Lines
82 BL Baseball Lines
83 FFL Flag Football Lines
84 SL Softball Lines
85 FRL Football Restraining Lines
Tick Marks for Lacrosse
ProPlay 16mm
86 LTM
87 PP-16
88 Brock Brock Synthetic Base Material
Beynon ShockBase Elastic Layer
Beynon ShockBase Elastic Layer
Removal and Disposal
Coolplay V3 infill
$3.22
89 ShockBase (26mm)
90 ShockBase (19mm)
91 R&D
$4.49
$4.49
$1.30
92 CPV3 $1.00
93 GMAX GMAX testing $1,632.24
94 VTILE Versatiles $2.16
95 VTILE/Geo
96 proplay 20 MM
97 proplay 23 MM
98 ThermaGreen 23 MM
99 ShockBase Pro
Versatiles with Geotextile Membrane
ProPlay 20MM
$2.63
$1.89
ProPlay 23MM $1.98
ThermaGreen 23 MM
ShockBase Pro
$1.70
$2.61
100 ShockBase Select
Vintage 40-90 + (6 MM
101 pad)
ShockBase Select $2.28
Vintage 40-90 + (6 MM pad)
Site Entrance Road
Silt Fence
EA
UN
LF
$5,226.20
$6,500.00
$4.50
102 SER
103 SiltF
104 Seed&M
105 Inlet Pro
Seeding and Mulching
Inlet protection
SY
UN
$1.75
$300.00
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
292
106 Cut &Laser
107 Laser
Cut and laser grade CY
SF
SF
SF
LF
LF
$38.90
$0.30
$1.00
$0.25
$9.54
$41.99
Laser Grade
108 Lime Stab
109 GeoTexFab
110 ADS 12"
111 PVC 12"
Lime Stabilization
GeoTextile Fabric
12" ADS Advantage Flat Panel Drain
12" Perforated PVC or HDPE Pipe
Concrete Curb (6" x 12") with 2" x 4" Pressure
112 CC & PT treated Wood Nailer
113 PT
LF
LF
$40.00
2" x 4" Pressure Treated Wood Nailer $11.25
Finishing Stone In Place, Compacted and Laser
114 FinStone Graded (2" depth) DT $190.99
Base Stone In Place, Compacted and Laser
115 BaseStone Graded (4" depth)
116 MOB/GC
117 DE&S
DT
UN
HR
$53.00
$22,000.00
$249.99
Mobilization, General Conditions
Design, Engineering & Survey
Turf Maintenance
118 FieldSweep
119 GR
FieldSweep Each
UN
$4,584.38
$9,068.01
$6,347.61
$5,440.81
$9,068.01
GroomRight
120 GRW GroomRight Wings
Tow Behind Magnet
FieldTurf Static Brush
UN
121 Tow Mag
122 FTSB
UN
UN
1 Yr. Contract – 2 Visits per Year (Continental
US only, excludes Alaska and Hawaii). Price is
123 Fieldcare 1 for a maximum of 80,000sf field.
124 Fieldcare 5
UN
UN
$7,657.00
5 Yr. Contract – 2 Visits per Year (Continental
US only, excludes Alaska and Hawaii). Price is
for a maximum of 80,000sf field. $33,499.38
8 Yr. Contract – 2 Visits per Year (Continental
US only, excludes Alaska and Hawaii). Price is
125 Fieldcare 8 for a maximum of 80,000sf field.
126 PureCare 1
UN
UN
$47,856.25
$11,177.58
1 year- (3 times a year) (Continental US only,
excludes Alaska and Hawaii). Price is for a
maximum of 80,000sf field.

PureCare 5 years- (3 times a year) (Continental
US only, excludes Alaska and Hawaii). Price is
127 PureCare 5 for a maximum of 80,000sf field. UN $56,335.01 FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
293
PureCare 8 years- (3 times a year)
(Continental US only, excludes Alaska and
Hawaii). Price is for a maximum of 80,000sf
128 PureCare 8 field. UN $89,420.65
Athletic Track Surfacing
New Surfacing on Projects 4500 sy or more
129 BSS 50 BSS 50 SY
SY
SY
SY
SY
$48.57
$57.18
$73.00
$88.83
$107.94
130 BSS 100
131 BSS 200
132 BSS 300
133 BSS 1000 ML
BSS 100
BSS 200
BSS 300
BSS 1000 ML
134 BSS 1000 10mm
135 BSS 1000 13mm
136 BSS 2000 13mm
137 In-Situ Base
BSS 1000 10mm
BSS 1000 13mm
BSS 2000 13mm
In-Situ Base
SY
SY
SY
SY
SY
$98.49
$108.11
$118.89
$18.14
138 E-Layer E-Layer $32.10
Top-Coating/Maintenance of existing
surfaces of 4500 sy or more
To resurface a running track using the Beynon
Water Based Spray- BeyPur 160. Price is to be
ADDED to the BSS-100 RE, BSS-200 RE, BSS-139 WBSS 100, BSS-200 options SY SY
SY
SY
SY
$2.90
$43.89
$53.50
$82.52
$92.27
140 BSS 100 RE
141 BSS 200 RE
142 BSS 2000 RE 5 mm
143 BSS 2000 RE 7mm
BSS 100 RE
BSS 200 RE
BSS 2000 RE 5 mm
BSS 2000 RE 7mm
144 Track Restriping
145 Track Cleaning
Track Restriping EA
EA
$15,415.62
Track Cleaning $22,704.23
New Surfacing on Projects 4500 sy or less +
$8000 Mobilization Cost Applies
146 BSS 50 BSS 50 SY
SY
SY
SY
SY
$94.94
$111.32
$121.91
$145.62
$172.57
147 BSS 100
148 BSS 200
149 BSS 300
150 BSS 1000 ML
BSS 100
BSS 200
BSS 300
BSS 1000 ML
151 BSS 1000 10mm BSS 1000 10mm SY $163.84
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
294
152 BSS 1000 13mm
153 BSS 2000 13mm
BSS 1000 13mm
BSS 2000 13mm
SY
SY
$172.57
$183.51
154 In-Situ Base In-Situ Base SY $26.06
155 E-Layer E-Layer SY $56.28
Top-Coating/Maintenance of existing surfaces of 4500 sy or less + $8000 Mobilization Cost Applies
156 BSS 100 RE BSS 100 RE SY $70.44
157 BSS 200 RE BSS 200 RE SY
SY
$80.08
158 BSS 2000 RE 5 mm BSS 2000 RE 5 mm $92.78
159 BSS 2000 RE 7mm
160 Track Restriping
BSS 2000 RE 7mm
Track Restriping
SY
EA
$103.77
$15,415.62
161 Track Cleaning Track Cleaning EA $22,704.23
Running Track Mobilization fees for projects with 4500 sy or less Track Mobilzation costs
for new track surfacing
on projects that are
162 4500 sy or less.

Track Mobilzation costs for new track surfacing
on projects that are 4500 sy or less. VS $8,886.65
Track Mobilzation costs
for Top-Coating/Maintenance of Track Mobilzation costs for Top-existing surfaces of Coating/Maintenance of existing surfaces of 163 4500 sy or less. 4500 sy or less. VS
EA
$8,886.65
Tennis Courts and Track Related Items
164 PLEXIPAVE PLEXIPAVE $19,949.62
Outdoor court crack repair system- minimum of
165 crack fill 300 LF LF
SY
SY
$100.86
$169.42
$169.42
166 Concrete Construction Concrete Construction
167 Post-Tension Court Post-Tension Court
Asphalt Court
168 Construction Asphalt Court Construction
Asphalt for Track
Preparation/Cleaning
Patching
SY
SY
SY
SY
$114.86
169 Asphalt for Track $8.37
170 Preparation/Cleaning
171 Patching
$3.59
$114.86
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
295
Clean crack of loose debris and vegetation, fill
172 Court Crack Repair crack and court patch, recoat repaired areas. 173 Tennis Equip
Tennis Equipment-LF $5.27
Provide and install 1 complete set of tennis
equipment: ground sleeves, center anchor, net
posts, net and center strap. Includes Freight. UN $22,921.91 Provide 1 complete set of tennis equipment:
ground sleeves, center anchor, net posts,net
and center strap. SUPPLY ONLY (doesn't
174 supply and ship include installation). Includes Freight UN SF
$2,017.13
175 Windscreens Windscreens $12.15
Additional Site Work Items
Temporary Protection of Hardscapes -
Protection placed upon various existing
hardscapes in order to preserve original
condition and protection from damage during
construction. Protection to be one or a
combination of steel plates, styrofoam, plywood,
Temporary Protection of fabric, rock. Pricing only for projects greater 176 Hardscapes than 45,000 sf. LF $261.25
Cut and Haul out Sod- Strip existing vegetation
and haul off site. All excavated materials to be
hauled and legally disposed of offsite. Pricing
only for projects greater than 45,000 sf. Turf or
Track surfacing system must be purchased with
177 Cut and Haul Out Sod this line item. CY
LF
$57.71
$31.35
$8.55
Site Utility Demolition - Locate, excavate,
demolish and remove existing site utility up to
12" in diameter - limited to storm, drainage and
irrigation only. Pricing does not include gas,
fiber optic, sewer or electrical lines. Pricing only
178 Utility Demolition for projects greater than 45,000 sf.

Work involves the removal and disposal of an
existing synthetic track surface up to 13mm in
thickness. This work can only be performed in
preparation for the installation of a new Beynon
track surface. Price applies to greater than
45,000 sf.

Track Surfacing
179 Demolition SY
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
296
Moisture Barrier (or approved equal): 20 mil
thick impermeable liner placed directly on to
treated subgrade. Pricing only for projects
greater than 45,000 sf. Turf or Track surfacing
180 Impermeable Liner system must be purchased with this line item. SF SF
$1.57
$1.66
Moisture Barrier (or approved equal): 30 mil
thick LLDPE / HDPE impermeable liner placed
directly on to treated subgrade. Pricing only for
projects greater than 45,000 sf. Turf or Track
surfacing system must be purchased with this
181 Impermeable Liner line item.

Geogrid Stabilization Alternate: Uniaxial or
Biaxial grid structure of polymeric material to
allow interlocking with surrounding soil, rock,
earth and other materials. Recommendation of
Geotechnical Engineer to be followed at each
occurrance. Pricing only for projects greater
than 45,000 sf. Turf or Track surfacing system
182 Geogrid must be purchased with this line item. SY $3.32 ACO 3000 (or aprpoved equal): Product
specifically designed to meet the demands of
track and field facilities. ACO Drain systems
consist of manufactured modular trench drains
made from stainless steel, corrosion resistant
polymer concrete, or fiberglass, together with
grates from a variety of materials. Pricing only
for projects greater than 250 LF. Turf or Track
surfacing system must be purchased with this
183 ACO line item. LF $152.00
Irrigation Mainline: Furnish & Install up to 4"
irrigation mainline with sand backfill. Must be
more than 100 LF. Pricing does not include
irrigation heads, boxes or lateral piping - main
184 PVC or HDPE Pipe supply only. LF $43.94
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
297
Conduit Sleeve: Furnish & Install 4" diamater
conduit sleeve. Pricing only for projects greater
185 PVC than 200 LF. Excludes boring for any utilities. LF LF
$20.90
$15.53
Composite Nailer Board: Furnish & Install
composite edge and attachment point for turf.
pricing only for projects greater than 45,000 sf
of turf. Turf or Track surfacing system must be
186 2" x 4" Composite Nailer purchased with this line item.

GoalPak Unit: Furnish & Install one Sportsfield
Specialties GP4383 RH (or approved equal)
Goalpak Combination Football/Soccer Goal
187 Goal Post Rotating/Hinged System. UN
UN
$36,574.42
$2,849.95
Communication Box: Furnish & Install one
Sportsfield Specialties (or approved equal)
model number 3500 with patented infill retainer
188 Communication Box system.

TurfCool Box: Furnish & Install one Sportsfield
Specialties (or approved equal) TurfCool Quick
Connect Valve Enclosure box model number
189 Hand Hole / Utility Box TC-3700-TCV. UN $2,849.95
Standard Netting Systems: Furnish & Install
Sportsfield Specialties (or approved equal) up to
10ft high protective netting system including
ground sleeves - Model Number BSS210
(TFBSS210P). Pricing only for projects greater
than 160 LF
Protective Netting
190 System LF $114.95
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
298
Asphalt paving up to 3.5"in depth, compacted
within 92-96% density. Asphalt substrate
cannot vary from planned cross slope by more
than + .2%, with a maximum lateral slope
outside to inside of 1%, and a maximum slope
of 0.1% in any running direction. The finished
asphalt cannot vary under a 10' straight edge
more than 1/8”. Pricing only for projects greater
than 1500 SY. Turf or Track surfacing system
191 Asphalt Paving must be purchased with this line item. SY $42.80 Base Stone in Place, Compacted and Laser
Graded (6" depth): Dense graded base stone or
flexbase to allow for desired compaction and
planarity for receipt of asphalt paving. Pricing
only for projects greater than 1500 SY. Turf or
Track surfacing system must be purchased with
this line item.

Base Stone In Place,
Compacted and Laser
Graded (6" depth) -
192 Asphalt Paving - 3.5" DT
SY
$58.90
$27.43
Latex track systems (below 4500 SY require
an $8000 Mobilization fee
193 L-2000 (Black only)
Black Polyresin (Black
only) - 1/2" depth
L-2000 (Black only)
Black Polyresin (Black only) - 1/2" depth
194 (13mm) (13mm) SY
SY
SY
$42.85
$40.81
$49.87
Poly-4000 - 3/8" depth
195 (10mm) Poly-4000 - 3/8" depth (10mm)
Red Polyresin - 1/2"
196 depth (13mm) Red Polyresin - 1/2" depth (13mm)
Latex RETOP track systems (below 4500 SY
require an $8000 Mobilization fee
197 Top-Coat (latex tracks)
Black Polyresin
198 Resurfacing
Top-Coat (latex tracks) SY
SY
$24.48
Black Polyresin Resurfacing $21.99
Red Polyresin
199 Resurfacing Red Polyresin Resurfacing
Poly-4000 - Spray
SY
SY
$28.56
200 Poly-4000 - Spray $24.48
Ancillary Items
201 Natural Grass/Sod Natural Grass/Sod SF $1.59
Beynon Track Maintenance
202 Fast Track 1
203 Fast Track 3
204 Fast Track 5
205 Fast Track 8
Fast Track 1
Fast Track 3
Fast Track 5
Fast Track 8
UN
UN
UN
UN
$35,758.19
$48,594.46
$82,518.89
$109,108.31
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
299
FieldTurf Commerical
206 COMMAND CORE COMMAND CORE
Command Core
207 Prefomance
COMMAND Play
208 Nutmeg
SF
SF
$13.23
Command Core Prefomance $13.11
COMMAND Play Nutmeg
COMMAND Play Olive
COMMAND Duo
SF
SF
SF
SF
SF
SF
$13.00
$13.00
$12.56
$15.90
$11.11
$12.69
209 COMMAND Play Olive
210 COMMAND Duo
211 PowerPlay FIT Turf
212 EasyPlay - Green
PowerPlay FIT Turf
EasyPlay - Green
213 EasyPlay - Color
FC Classic HD Sports
214 Turf
EasyPlay - Color
FC Classic HD Sports Turf SF $11.75
FC Classic HD Sports
215 Turf Color FC Classic HD Sports Turf Color
Tru-Roll Putting Green
SF
SF
$13.34
216 Tru-Roll Putting Green $15.77
Signature Pro Tee Line
217 Turf Signature Pro Tee Line Turf SF $16.57
Signature Pro Driving
218 Range Turf Signature Pro Driving Range Turf SF
LF
SF
LF
LF
LF
SF
SF
EA
SF
SF
SF
SF
$7.96
219 Composite Nailer Board Composite Nailer Board $3.75 220 VersaTile VersaTile $2.18
221 Transition Material 1"
222 Transition Material 2.5"
Transition Material 1"
Transition Material 2.5"
$9.89
$15.03
$18.46
$3.25
223 Transistion Material 3.5" Transistion Material 3.5" 224 Playground Pad 2"
225 Playground Pad 1"
226 Swing/Slide Pad
Playground Pad 2"
Playground Pad 1"
Swing/Slide Pad
$2.96
$281.68
$19.85
$21.85
$22.85
$23.85
227 Kid Kushion Tiles 1"
228 Kid Kushion Tiles 2.5"
229 Kid Kushion Tiles 3.5"
Kid Kushion Tiles 1"
Kid Kushion Tiles 2.5"
Kid Kushion Tiles 3.5"
230 Kid Kushion Tiles 3.75" Kid Kushion Tiles 3.75"
Crumb Rubber Infill 50
231 lb Bag Crumb Rubber Infill 50 lb Bag EA $23.11
Crumb Rubber Infill
232 Super Sack Crumb Rubber Infill Super Sack
Infill Sand 100 lb Bag
EA
EA
EA
EA
EA
EA
EA
EA
$693.69
233 Infill Sand 100 lb Bag $8.89
234 Infill Sand 50 lb Bag
235 Seaming Glue 1 Gallon
Infill Sand 50 lb Bag $7.25
Seaming Glue 1 Gallon $78.01
$99.00
$404.57
$14.89
$18.36
236 Seaming Glue Two-Part Seaming Glue Two-Part
237 Seaming Glue 5 Gallons Seaming Glue 5 Gallons
238 Seam Material 6"X100'
239 Seam Material 12" x
Seam Material 6"X100'
Seam Material 12" x 100"
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
300
100"
240 Turf Spikes - 50 lb Box
Staples - 1000 Count
241 Box
Turf Spikes - 50 lb Box EA $71.18
Staples - 1000 Count Box
Putting Green Pad
EA
SF
EA
EA
EA
SF
$81.69
242 Putting Green Pad $1.09
243 Putting Green Utility Set Putting Green Utility Set $56.37 $37.67
$30.81
$1.80
244 Rake - Spring Wire
245 Rake - Grandi Small
Rake - Spring Wire
Rake - Grandi Small
246 Turf Gopher Wire Turf Gopher Wire
Removal and Disposal -
247 Organics
Removal and Disposal -
248 Turf/Mulch/Sand
Removal and Disposal -
249 Pour-In-Place
Removal and Disposal -
250 Concrete/Asphalt
Perforated Drain
Removal and Disposal - Organics SF
SF
SF
SF
$2.10
$3.50
$3.75
$4.50
Removal and Disposal - Turf/Mulch/Sand
Removal and Disposal - Pour-In-Place
Removal and Disposal - Concrete/Asphalt
251 System Perforated Drain System
Flat Drain
LF
LF
LF
YD
SF
$25.00
$25.00
$24.00
$92.00
$0.40
252 Flat Drain
253 Mow Curb Mow Curb
254 Additional Base Material Additional Base Material
255 Geotextile Layer Geotextile Layer
Protective Flooring
Sheet Vinyl Single Color. Priced for a minimum
256 Omnisports - Compact purchase of 5000 sf
257 Omnisports - Speed
258 Omnisports - Multi-Use
259 Omnisports - Active +
260 Omnisports - PurePlay
261 Omnisports - Extreme
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
$8.00
$13.50
$14.01
$14.50
$15.00
$15.76
$13.50
$15.51
$16.00
$4.50
Sheet Vinyl Single Color. Priced for a minimum
purchase of 5000 sf
Sheet Vinyl Single Color. Priced for a minimum
purchase of 5000 sf
Sheet Vinyl Single Color. Priced for a minimum
purchase of 5000 sf
Sheet Vinyl Single Color. Priced for a minimum
purchase of 5000 sf
Sheet Vinyl Single Color. Priced for a minimum
purchase of 5000 sf
Sheet Vinyl Single Color. Priced for a minimum
262 Omnisports - Dancefloor purchase of 5000 sf
Omnisports - HPL 7 mm Sheet Vinyl Single Color. Priced for a minimum 263 with Compact purchase of 5000 sf
Omnisports - HPL 9 mm Sheet Vinyl Single Color. Priced for a minimum 264 with Compact
265 Omnisports - Tarkolay
purchase of 5000 sf
Underlayment. Priced for a minimum purchase
of 5000 sf
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
301
Omnisports - Weld Rod
266 5 mm
Weld Rod. Priced for a minimum purchase of
5000 sf SO
PA
KT
BX
KT
KT
SF
SF
SF
SF
SF
SF
PA
SF
SF
SF
SF
SF
SF
SF
SF
SF
$87.04
$224.01
$594.22
$1,326.13
$222.81
$160.79
$8.00
Adhesive. Priced for a minimum purchase of
267 Adhesive Multi-Set 5000 sf
268 Adhesive Multi-Poxy
269 Adhesive Tarkotape
Adhesive. Priced for a minimum purchase of
5000 sf
Adhesive. Priced for a minimum purchase of
5000 sf
Game Line Paint - Gen- Game Line Paint. Priced for a minimum 270 U-Line purchase of 5000 sf
Game Line Paint - Gen- Game Line Paint. Priced for a minimum 271 U-Line purchase of 5000 sf
Linoleum Single Color. Priced for a minimum
272 Linosport 2.5mm purchase of 5000 sf
PolyTurf Plus Pad and
273 Pour -ReStart
PolyTurf Plus Pad and
274 Pour -4+2
PolyTurf Plus Pad and
275 Pour -7+2
PolyTurf Plus Pad and
276 Pour -9+2
PolyTurf Plus Pad and
Polyurethane Single Color. Priced for a
minimum purchase of 5000 sf $10.01
$13.50
$14.50
$15.00
$18.01
$260.07
$13.50
$29.51
$29.51
$24.91
$24.91
$24.91
$24.91
$29.51
$21.26
Polyurethane Single Color. Priced for a
minimum purchase of 5000 sf
Polyurethane Single Color. Priced for a
minimum purchase of 5000 sf
Polyurethane Single Color. Priced for a
minimum purchase of 5000 sf
Polyurethane Single Color. Priced for a
277 Pour -12+4 minimum purchase of 5000 sf
Adhesive. Priced for a minimum purchase of
278 Adhesive BeyBond 50 5000 sf
279 Dancefloor 3.5mm
Sheet Vinyl. Priced for a minimum purchase of
5000 sf
Inspiration with
280 Dancefloor
Combination. Priced for a minimum purchase of
5000 sf
Inspiration Pro with
281 Dancefloor
Combination. Priced for a minimum purchase of
5000 sf
Lumaflex -Classic with
282 Omnisports Compact
Combination. Priced for a minimum purchase of
5000 sf
Lumaflex -Classic with
283 Linosport 2.5mm
Combination. Priced for a minimum purchase of
5000 sf
Lumaflex -Elite with
284 Omnisports Compact
Combination. Priced for a minimum purchase of
5000 sf
Lumaflex -Elite with
285 Linosport 2.5mm
Combination. Priced for a minimum purchase of
5000 sf
Lumaflex -Fit with
286 Omnisports Compact
Combination. Priced for a minimum purchase of
5000 sf
ClutchCourt -
287 Peformance
Wood 2nd and Better Maple. Priced for a
minimum purchase of 5000 sf
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
302
ClutchCourt -
288 Performance Anchor
Wood 2nd and Better Maple. Priced for a
minimum purchase of 5000 sf SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
SF
EA
EA
EA
EA
EA
EA
EA
$23.00
$21.26
$21.75
$20.50
$10.01
$10.01
$16.50
$17.01
$20.01
$18.01
$16.00
$16.00
$18.01
$29.51
$8.00
Wood 2nd and Better Maple. Priced for a
289 ClutchCourt -FlexLock minimum purchase of 5000 sf
290 ClutchCourt -Trainer 3
291 ClutchCourt -Trainer 2
Wood 2nd and Better Maple. Priced for a
minimum purchase of 5000 sf
Wood 2nd and Better Maple. Priced for a
minimum purchase of 5000 sf
ClutchCourt -Speckle 8
292 mm Rolls
Rubber up to 30% EPDM Color. Priced for a
minimum purchase of 5000 sf
Dropzone - Speckle 8
293 mm Interlocking Tiles
Rubber up to 30% EPDM Color. Priced for a
minimum purchase of 5000 sf
Dropzone - Comfort
294 10.5 mm
Rubber Single Color. Priced for a minimum
purchase of 5000 sf
Dropzone - Comfort
295 14.5 mm
Rubber Single Color. Priced for a minimum
purchase of 5000 sf
Rubber. Priced for a minimum purchase of 5000
296 Dropzone - Elite sf
297 Dropzone - Power
298 Dropzone - Flex
299 Dropzone - Impact
300 Dropzone - Droptile
Rubber. Priced for a minimum purchase of 5000
sf
Rubber. Priced for a minimum purchase of 5000
sf
Rubber. Priced for a minimum purchase of 5000
sf
Rubber up to 30% EPDM Color. Priced for a
minimum purchase of 5000 sf
Rubber up to 30% EPDM Color. Priced for a
301 Dropzone - Droptile Max minimum purchase of 5000 sf Indoor Artificial Turf. Priced for a minimum
302 Dropzone - DropTurf purchase of 5000 sf
303 EasyCourt
Portable Flooring. Priced for a minimum
purchase of 5000 sf $337.58
$337.58
$225.06
$80.02
$2,200.55
$1,500.38
$1,500.38
Portable Flooring. Priced for a minimum
304 EasyCourt - EasyField purchase of 5000 sf
EasyCourt/Easyfield
305 ADA Transitions
Accessory 1.75" x 22" x 36" - Black only. Priced
for a minimum purchase of 5000 sf
EasyCourt/Easyfield
306 Non - ADA Transitions
Accessory Transition. Priced for a minimum
purchase of 5000 sf
Basketball Game Line
307 Painting
Painting Labor. Priced for a minimum purchase
of 5000 sf
Vollyeball Game Line
308 Painting
Painting Labor. Priced for a minimum purchase
of 5000 sf
Pickleball Game Line
309 Painting
Painting Labor. Priced for a minimum purchase
of 5000 sf
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
303
Badminton Game Line
310 Painting
Tennis Game Line
311 Painting
Table Tennis Game
312 Line Painting
Painting Labor. Priced for a minimum purchase
of 5000 sf EA
EA
EA
EA
LF
LF
$1,500.38
$1,500.38
$1,500.38
$15,458.44
$3.50
Painting Labor. Priced for a minimum purchase
of 5000 sf
Painting Labor. Priced for a minimum purchase
of 5000 sf
Painting Labor. Priced for a minimum purchase
313 Logos of 5000 sf
Coved Base 4 Resilient
314 Base Standard Colors
Resiliant Base 4" with Toe. Priced for a
minimum purchase of 5000 sf
Vented Coved Base
315 Standard Colors
Vented Resilient Base. Priced for a minimum
purchase of 5000 sf $11.00
Additional Track and Field Equipment and Accessories
316 Pole Vault Box
317 Take-Off Boards
Pole Vault Box EA
EA
EA
EA
EA
$2,500.63
$2,000.50
$1,000.25
$3,000.76
$3,000.76
Take-Off Boards
318 Shot Put Toe Boards
319 Shot Put Rings
320 Discus Rings
Shot Put Toe Boards
Shot Put Rings
Discus Rings
Combination
321 Hammer/Discus Cage
Combination Hammer/Discus Cage and cage
must meet IAAF rules EA
EA
LF
$60,015.11
$6,001.51
$17.05
Hammer/Discus
322 Conversion Ring Hammer/Discus Conversion Ring
Removable Track
323 Curbing.

Removable Track Curbing. The curb shall meet
the requirements of the IAAF.

Long Jump Sandpits
324 and Traps Long Jump Sandpits and Traps EA $25,006.30 Sand for Sand Pits and
325 Traps Sand for Sand Pits and Traps LY
SY
SY
$75.48
$44.10
$35.19
326 Hobart Coating
327 Rentention Coat
Hobart Coating for Polyurethane tracks
Retention coat - 2 coat protection system
High Jump - Includes standard High Jump Pad,
328 High Jump cover, adjustable standards and cross bar. EA $25,460.96 Pole Vault Pad - Includes standard Pole Vault
329 Pole Vault Pad landing pad and cover
330 Hurdles
EA
EA
EA
$48,193.95
Hurdles $636.52
331 Track Crossing Mats
Multi-purpose Track
332 Carts
Track Crossing Mats $3,182.62
Multi-purpose Track Carts EA
SF
$3,728.21
$3.00
Black Rollout Runway
333 (Rubber Matting)
Steeplechase Water
Jump Pit Forming
Black Rollout Runway (Rubber Matting)
334 System Steeplechase Water Jump Pit Forming System EA $18,186.40 FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
304
Steeplechase Water
Jump Pit System Cover
335 Set
Steeplechase Water Jump Pit System Cover
Set EA $13,185.14
12'L Steeplechase
Water Jump Pit Hurdle
with Aluminum Barrier
336 Seal
12'L Steeplechase Water Jump Pit Hurdle with
Aluminum Barrier Seal EA
EA
$7,274.56
Adjustable Painted
Steeplechase Hurdles -
337 Set of 4
Adjustable Painted Steeplechase Hurdles - Set
of 4 $22,733.00
Textfile Updated: May 2023
FieldTurf – 7445 Cote-de-Liesse Road Suite 200 – Montreal, QC H4T 1G2 Canada Tel 1-800-724-2969 - Fax (514) 904-9311
www.fieldturf.com
Item: 10
305
Attachment 2
Item: 10
306
L114ro4, 1 City Council Agenda Report
Meeting Date: November 20, 2012
Department: Public Works
0,co
SUBJECT:

BID DOCUMENTS FOR THE LAKE FOREST SPORTS PARK AND
RECREATION CENTER PROJECT PW 2009. 01
RECOMMENDED ACTION( S):
1 . Approve the construction plans and bid documents for the Lake Forest Sports Park Project PW 2009. 01 .

2. Authorize staff to solicit bids for construction.

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

THE CITY OF LAKE FOREST, CALIFORNIA, REGARDING THE SOLE

SOURCE PROCUREMENT OF AND INSTALLATION OF SYNTHETIC TURF THROUGH THE CMAS PURCHASING SYSTEM.

4. Authorize the City Manager to approve the State of California Multiple Awards Schedule Agreement No. 4- 06- 78- 0031A for the purchase and installation of synthetic turf materials for use in construction of two synthetic turf soccer fields.

5. Authorize the City Manager to approve an agreement for the City' s membership in The Interlocal Purchasing System and designate the Director of Public Works/City Engineer as the City' s primary contact for the TIPS program for the purchase of Musco sports field lighting equipment.

EXECUTIVE SUMMARY:

RJM Design Group, Inc. (" RJM"), the lead consultant contracted by the City to advance the Lake Forest Sports Park (" Sports Park") and Recreation Center Recreation Center"), completed the final engineered construction plans and bid specifications. The project is now ready to bid. This project will construct five baseball/ softball diamonds, two synthetic turf soccer fields, three natural turf soccer fields with a 3- acre common lawn area for community events and practice fields, as well as a 27, 000 square foot recreation center with a gymnasium and classrooms. In addition, the Sports Park will include the following amenities:

Attachment 2
Item: 10
307
Two playgrounds and tot lots
Two site- built restroom and concession buildings
Two outdoor basketball courts
Eight covered gazebo picnic structures
Thirty-eight sports field lights
Extensive landscaping and over 2, 000 new trees
A maintenance yard
Sports equipment storage facility
Hiking trails that connect to the County' s regional trail system More than 500 parking spaces
The size and scope of the Lake Forest Sports Park will make it one of the largest in Orange County, and will serve as a recreational facility capable of hosting various sports tournaments and large community events. The Sports Park property encompasses a total of 86 acres, which includes 57 acres for active use and an additional 29 acres set aside for passive uses. Consistent with prior direction, and with approval by the City Council tonight, staff will bid out the Sports Park and Recreation Center for construction as one project.

The City' s Sports Park design consultant specified the use of a specific synthetic turf product ( FieldTurf USA) and sports field lighting equipment ( Musco Lighting).

The purchase of these items directly from the manufacturers would allow the City to ( 1 ) save money by avoiding contractor material purchase mark- up costs, and 2) ensures the City installs the best possible products for this project. The City can purchase synthetic field turf directly from FieldTurf USA, at a reduced cost, through a purchasing system called California Multiple Award Schedule CMAS"). The City also would be required to use a separate purchasing system called, The Interlocal Purchasing System ("TIPS") in order to purchase the Musco lighting products without a contractor' s markup.

Staff recommends the City Council authorize the solicitation of bids for construction of the Sports Park and Recreation Center projects. Additionally, after conducting a value- engineering analysis of materials and costs, staff recommends the City Council also adopt a resolution to acquire synthetic turf and field lights through a sole- source contract and authorize the City Manager to approve separate agreements with CMAS and TIPS to purchase the required materials at a discounted rate.

BACKGROUND:

On October 4, 2011 , the City Council approved the final Sports Park Master Plan and authorized staff to prepare the final engineered construction plans and bid Attachment 2
Item: 10
308
specifications for the planned Sports Park improvements (Attachment 1 ). On February 21 , 2012, the City Council approved the final conceptual plans for the planned recreation center and authorized staff to prepare the final engineered construction plans and bid specifications for that facility as well. Pursuant to City Council direction, the City' s design consultant merged both sets of plans and specifications into one final set of construction documents. Consequently, the successful contractor emerging from the bid process will construct the Sports Park and Recreation Center as one project.

DISCUSSION:

The design consultant developed the final construction plans and bid specifications based on the City Council approved conceptual plans. Consistent with these plans, the contractor would construct the Sports Park after the mass grading and construction of the backbone drainage infrastructure is complete.

Staff anticipates the grading work to be complete in May 2013. The project involves construction of the Sports Park improvements and Recreation Center on the 86- acre site. The design consultant created the plans and specifications with the intent that the City would award the construction contract to a single contractor responsible for completing the Sports Park and Recreation Center at the conclusion of the mass grading project. The plans are now complete and ready for bidding.

Value- Engineering Analysis:

Staff and the City' s design consultant and construction management team conducted extensive value engineering analyses during the design of the Sports Park project. The purpose of value engineering analysis is to increase the value of a finished product by improving function, reducing costs, and/or enhancing efficiencies. The designer then takes the results of that analysis and builds them into the final project design. One of the outcomes of the value engineering analysis resulted in the City' s design consultant specifying the use of a specific type of synthetic turf product and sports field lighting equipment.

Another aspect of the value engineering analysis identified a cost savings by purchasing and installing the synthetic turf materials and sports field lights specified for this project directly from the manufacturers as opposed to the contractor purchasing these items. Staff and the architect worked with the City Attorney' s Office to determine whether the direct- purchase of materials and products for use on the Sports Park project is consistent with the City' s Purchasing and Contracting Guidelines (" Purchasing Guidelines"). The City Attorney concluded that sole sourcing these materials, as discussed in detail below, is consistent with the Purchasing Guidelines.

Attachment 2
Item: 10
309
California Multiple Award Schedule (" CMAS")
CMAS is a purchasing program between the State of California and various participating product manufacturers, including synthetic turf manufacturers. The State manages and establishes costs for products purchased through the CMAS through a competitive bid process. Because the State manages the competitive bidding process, the CMAS allows public agencies to purchase products directly from manufacturers through this system without undertaking a separate bid process.

The large pool of public agencies within the CMAS creates an economy of scale, which allows manufacturers to sell in greater volume and pass that volume discount savings on to participating agencies. Public agencies achieve additional cost savings by avoiding contractor material mark- up costs that are common in the traditional bid process. A contractor will typically build a 15% material mark-up cost into bid item costs for products it has to purchase and install on the project. By purchasing products direct from manufacturers, agencies can avoid that mark- up cost, as the bid price provided for the contractor is limited to the installation cost.

FieldTurf USA - Synthetic Turf
The City' s Sports Park design consultant has designed numerous sports parks utilizing FieldTurf' s product and included FieldTurf as part of the specifications for the project. Staff's research found FieldTurf to be a proven, durable, high performance product. Additionally, FieldTurf was highly recommended to staff by other cities that installed this product on their synthetic fields. Staff and the City' s consultant analyzed the performance specifications for FieldTurf, as well as several other manufacturers and found FieldTurf to be a superior product. The use of synthetic soccer fields will preclude the need for annual maintenance field closures as required for natural turf sports fields. Based on this analysis, and feedback received from other agencies, staff concurred with the City' s consultant to specify the FieldTurf product for use on this project.

Staff estimates the City could save approximately $ 174, 320 by purchasing the synthetic turf, and its installation, directly from the manufacturer, FieldTurf USA.

Installation of the turf by FieldTurf USA is necessary to ensure maximum warranty protection to the City, and guarantee installation pursuant to manufacturer specifications. The purchase price also includes manufacturer maintenance of the fields for the duration of the eight- year warranty period.

Because the purchase of these materials through CMAS includes the actual installation, the State Contracting Code considers it a sole- source purchase.

Consequently, the City Council must first approve a resolution making a Attachment 2
Item: 10
310
determination that the sole- source purchase is in the City' s best interest for the reasons noted above (Attachment 2).

The purchase price of $840, 117 established through the CMAS bid includes taxes, performance, and payment bonds, insurance, grooming and maintenance equipment, and an eight- year warranty. Staff recommends the City Council authorize the City Manager to finalize a purchase agreement with FieldTurf USA for the purchase and installation of the synthetic turf material under the terms of the CMAS program (Attachment 3).

The Interlocal Purchasing System (" TIPS")
Like the CMAS system, TIPS is a purchasing system that allows public agencies to take advantage of a pooled competitive bid process to procure materials and products. The difference between CMAS and TIPS is that the State of Texas manages TIPS. Both CMAS and TIPS operate in the same fashion and provide the same benefits to public agencies. The value- engineering analysis recommended Musco Sports Lighting (" Musco") for the Sports Park project.

However, Musco participates in TIPS and not CMAS. Accordingly, staff proposes to purchase these lights direct from Musco through the TIPS program.

Musco Sports Lighting
As mentioned, the City' s design consultant recommended the use of Musco field light fixtures for this project. Musco is the most commonly used sports field lighting manufacturer with an excellent reputation for building quality products.

The City currently operates and maintains Musco lights at Etnies Skate Park and Heroes Park. In addition, the City recently installed a remote field lighting management system at Heroes Park that allows staff to manage the City' s existing sports field lights remotely to maximize energy savings. Staff would add the Musco lights proposed for the Sports Park to the City' s existing lighting system. Maintaining a uniform sports field lighting system facilitates the management and future maintenance of that system in contrast to utilizing multiple manufacturers and multiple systems.

Musco manufactures its product components as a complete system. However, Musco typically does not provide installation. Consequently, a separate contractor must install the Musco lights as specified in the bid documents.

Musco' s standard warranty is 25 years, which covers all parts, labor, and spot outages but does not provide replacement of burned- out bulbs. By purchasing the sports field lights direct from Musco at a cost of approximately $ 1 , 022, 332, the City can save an estimated $ 135, 980 on contractor material mark- up costs.

The procurement process for the Musco lights through TIPS is similar to the Attachment 2
Item: 10
311
CMAS procurement process. However, to utilize the program and purchase the lights direct from Musco, the City would need to become a member of TIPS by entering into the Interlocal Agreement (Attachment 4). The City Attorney reviewed and approved the City' s use of the Interlocal Agreement.

Since the purchase of the sports field lights includes the materials and not installation, the City Council is not required to adopt a separate sole- source procurement resolution. A separate contractor would complete the installation of the sports field lights as part of the Sports Park project. The bid price for installation will include trenching, boring, foundations, conduits, wiring, and all incidental equipment installation. The contractor will be required to coordinate with Musco to take delivery of the equipment for installation.

Recommendations
Given the scale of the project, staff' s analysis indicates that the City could potentially realize a cost savings, totaling approximately $ 310, 300, by purchasing the sports field lights and synthetic turf materials directly from the manufacturers.

Based on staff' s review of product specifications, and the design consultant' s extensive experience in working with these particular manufacturers, staff concurs that the City' s interest are best served by installing the products specified in the construction bid documents to construct a high- quality sports complex.

The plans are now complete and ready for bidding. Due to the size of the bid documents they are not attached; however, staff will display them in the City Council Chambers for review before and during the City Council Meeting. The bid documents include special provisions for construction materials and methods to be used on this project, as well as the City' s standard construction contract.

Attachment 5 contains the notice inviting bids, instructions to bidders and bid schedule for reference.

Staff recommends the City Council approve the construction plans and bid documents and direct staff to solicit bids for the construction of the Lake Forest Sports Park. In addition, staff recommends that the City Council adopt a resolution allowing the sole source procurement of the FieldTurf product and authorize the City Manager to enter into the CMAS and TIPS programs in order to procure directly the FieldTurf and Musco products. The City Attorney reviewed and approved the attached agreements.

FISCAL IMPACT:

There is no immediate fiscal impact associated with approval of the bid Attachment 2
Item: 10
312
documents and authorization of bidding. Staff would create Purchase Orders for the FieldTurf and Musco lighting products in the amounts of $ 840, 117 and 1 , 022, 332 respectively. These would serve to hold the price of the item and the City would only issue the Purchase Orders upon final approval to begin construction of the project. The current project schedule anticipates a bid opening in January, with a staff recommendation of a contract award in February 2013. At that time, staff will advise the City Council of the proposed not-to-exceed contract amount and confirm funding availability. Additionally, staff is currently updating the City' s Opportunities Study Projects Cash- Flow Model for consideration by the City Council before the award of the construction contract and direct purchases ( as described above) also to confirm sources and uses of funds related to the facilities.

ATTACHMENTS:
1 . Sports Park Master Plan

2. Sole-Source Resolution

3. CMAS/ FieldTurfUSA Purchase Agreement

4. Interlocal Agreement

5. Notice Inviting Bids, Bid Instructions and Schedule
Initiated By: Luis Estevez, Public Works Manager
Submitted By: Thomas E. Wheeler, P. E., Director of Public Works / City Engineer
Reviewed By: Robert C. Dunek, City Manager
Attachment 2
Item: 10
313
Attachment 1
Attachment 2
Item: 10
314
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6.--M - 1116 .• S LAKE FOREST SPORTS PARK GROUP
4,----,--;-- - 444,2
City of Lake Forest, California RIM ilk .. 1ff
PSOMAS
4I g- BER 2%,
1 Attachment 2
Item: 10
315
ATTACHMENT 2
Attachment 2
Item: 10
316
RESOLUTION NO. 2012-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST,

CALIFORNIA, REGARDING THE SOLE SOURCE PROCUREMENT OF

AND INSTALLATION OF SYNTHETIC TURF THROUGH THE CMAS

PURCHASING SYSTEM
WHEREAS, the City of Lake Forest ("City") is undertaking a project entitled the Lake Forest Sports Park Project (" Project"); and
WHEREAS, the Project includes the procurement and installation of a synthetic turf field surface; and
WHEREAS, pursuant to California Public Contract Code sections 10289 and 10299, the State Department of General Services is authorized to establish master contracts entitled the California Multiple Award Schedule (" CMAS") for the procurement of goods and local agencies, including the City may then contract with suppliers awarded those contracts without further competitive bidding; and WHEREAS, the City has determined, based on its investigation of various options available for the procurement of a synthetic turf field surface, that it is in the City' s best to contract with FieldTurf USA Inc. (" FieldTurf') for the purchase of synthetic turf field surface pursuant to the CMAS program; and WHEREAS, in addition to procurement of materials, the City requires installation of the synthetic turf field surface as part of the Project; and WHEREAS, whereas, the City is generally required to award contracts for public works to the lowest bidder; however, competitive bidding is not required when a public agency determines it would produce no competitive advantage for the public agency, or competitive bids or proposals would be unavailing, or futile because the nature of the procurement would likely not induce third party bidders Graydon v. Pasadena Redevelopment Agency (1980) 104 Cal.App. 3d 631); and WHEREAS, the City Council finds and determines all of the following:
a. The price per square foot proposal provided pursuant to the CMAS contract is inclusive of materials and installation costs; and Attachment 2
Item: 10
317
b. Installation of the synthetic turf field surface by installers authorized by FieldTurf is necessary to preserve maximum warranty protection to the City; and
c. Completion of installation by authorized installers will ensure installation is completed by qualified installers experienced with the FieldTurf product purchased; and
d. Contracting with FieldTurf for the installation of synthetic turf field surface purchased pursuant to CMAS will expedite completion of the synthetic turf field surface, which is to be coordinated with the contract for the Project,
such that competitive bidding would be unavailing and would not produce a competitive advantage to the City; and
WHEREAS, FieldTurf is duly licensed and qualified to perform the work necessary to install the synthetic turf field surface, or cause the installation of the synthetic turf field surface to be performed by an authorized installer meeting these requirements,
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Lake Forest, as follows:

Section 1 . The City Manager is authorized to execute necessary contractual documents for purchase and installation of approximately 176, 568 square feet of new FieldTurf synthetic turf field surface.

Section 2. The City Council finds that the services to be contracted for and provided by FieldTurf are exempt from statutory competitive bidding requirements on the basis of the findings set forth above.

PASSED, APPROVED and ADOPTED this day of 2012,
by the following vote, to wit:

KATHRYN MCCULLOUGH
MAYOR
ATTEST:

STEPHANIE D. SMITH, CMC
Attachment 2
Item: 10
318

CITY CLERK
APPROVED AS TO FORM:

SCOTT C. SMITH

CITY ATTORNEY

STATE OF CALIFORNIA

COUNTY OF ORANGE SS

CITY OF LAKE FOREST
I, Stephanie D. Smith, City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2012- was duly passed and adopted at a regular meeting of the Lake Forest City Council on the day of 2012, by the following vote, to wit:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

STEPHANIE D. SMITH, CMC

CITY CLERK
Attachment 2
Item: 10
319
Attachment 3
Attachment 2
Item: 10
320
FieldTurf
U N I T E 1] 1 N S P O R
October 2, 2012

CMAS OFFER
Contract# 4- 06- 78- 0031A
Between: City of Lake Forest Site: Lake Forest Sports Park And: FieldTurf USA, Inc.
175 N. Industrial Blvd.

Calhoun, GA 30701
To supply and install FieldTurf Revolution, product code FTRV-2S a. Field size: 2 fields/ 176,568 square feet.
b. To supply and install our 2" thick outdoor FieldTurf grass with our exclusive" Revolution" fiber for soccer to be installed on a base prepared according to the architect' s specifications. c. All ofthe necessary infill ingredients will be supplied by FieldTurf. d. The panel seams will be sewn together by hand onsite. e. The color ofthe field will be green with markings for sports and City lettering per RJM drawings. f. The markings for each sport and City lettering will be permanently installed as specified. g. The cost of all materials and deliveries are included in this price.

A) BASE CONDITIONS

1. FieldTurf USA, Inc., will provide the specifications for the field installation.

2. The base is to be completely prepared prior to the arrival of FieldTur£s installation crew.

3. A FieldTurf representative will occasionally be on site during the base construction process.

B) INSTALLATION CONDITIONS

1. Precise measurements ofthe fields is required to properly manufacture the rolls of grass. This contract is based upon dimensions provided by RJM Architects; final installation dimensions may vary based upon detailed plans.

2. FieldTurf s installation crew is to have uninterrupted access to the fields during the installation period.

3. Field ofplay lines will be located and marked by stakes by the GC prior to installation and a drawing ofthe layout ofthe lines is to be provided.

4. Any underground wiring for the lighting system or any other underground use must be installed prior to our installation.

5. No unauthorized access to the fields, ( i. e. play, traffic, etc.), will be allowed prior to the signing of the Certificate ofCompletion. No vehicles are to circulate on the field once the installation is ready to begin.

6. Any strike or act ofGod that affects the delivery or the installation shall not be the responsibility ofFieldTurf.

7. Any resulting increased costs incurred shall be borne by the Purchaser.

8. The exact address for the delivery of materials and installation of FieldTurfis the site address unless stated otherwise.

9. When the site is readied for a pre-installation walk through, another measurement will be taken and the size of the fields to be installed will be altered accordingly.

10. FieldTurfwill attend progress meetings at inspector' s request during the base construction ofthe field and work closely with RJM and the general contractor to insure specification/ design compliance.

Attachment 2
Item: 10
321
FIELDTURF GUARANTEE IS 8 YEARS FOR PREMATURE WEAR AND 8 YEARS FOR UV DEGRADATION. WARRANTY IS 312D PARTY INSURED& PREPAID FOR THE 8 YEARS REGULAR TURF PRICING PRODUCT# FTRV 2S
Regular cost per square foot: 5. 02 x 176.568sf
Regular Price Sub- Total 886,371. 00
Permanent Markings: 26,500
Lake Forest Logos(" LAKE FOREST" x2) 28,000
Maintenance Equipment: Groomer& Sweeper $ 10,000
Tax on Material ( 7. 75%) 51, 043
Bonding( 1. 25%) 12, 523
REGULAR PRICE TOTAL 1, 014, 437. 00
CMAS TURF PRICING PRODUCT# FTRV 2S
CMAS cost per square foot: 4.25 x 176, 568sf
City of Lake Forest Sub-Total 750,414.00
Permanent Markings:

Soccer ( 2 Sets) 6,075 ($ 6,075 multi- field discount)
Lacrosse( 1 Set) n/ c ($ 3, 350 multi- field discount)
Lake Forest Logos (" LAKE FOREST" x2) 22, 000 ($ 7,000 multi-field discount) Maintenance Equipment: Groomer& Sweeper $ 7,500
Tax on Material ( 7. 75%) 43, 756
Bonding( 1. 25%) 10, 372
CITY OF LAKE FOREST CMAS PRICE TOTAL 840, 117. 00*
CMAS Savings: <$ 174, 320.00> ( does not include general contractor mark- up of a traditional bid) This quote excludes any design costs, base/ drainage system installation costs, other unforeseen costs.

C) PAYMENT CONDITIONS:

1. This contract is being offered in US Dollars.

2. Field production and installation crew scheduling will commence upon receipt of accurate drawings, electronic artwork, and specifications from RJM and a Purchase Order from the customer.

3. FieldTurf will require weekly written updates onthe progress ofthe base/drainage system installation forthe last six weeks prior to FieldTurfinstallation work commencement, in order to properly schedule for this installation.

4. A secure, paved staging area ofthe size of. 12 ofthe square footage ofthe project will be required for FieldTurf installation crews, within 300' of the work site.

5. Retention shall be 10% of contract until `Certificate of Completion' is signed by the City of Lake Forest.

6. CMAS terms are 100% of contract 45 days after` Certificate of Completion is signed by the City of Lake Forest.

7. Progress payments may be requested in the event ofwork stoppage, due to atmospheric conditions.

8. All CMAS General Provisions apply.

9. All payments should be sent to:

Attachment 2
Item: 10
322
FieldTurf USA, Inc.
8088 Montview
Montreal TMR, Quebec
Canada H4P 2L7
800) 724- 2969
This offer is valid through October 31, 2012.

We hereby accept the conditions ofthis offer stipulated herein.

Signed this of 2012.

Materials remain the property of-111"- 1144 USA, Inc., until fully paid.

Accepted by: For:

Accepted by: For: h" USA, Inc.

Must be signed by a FieldTurf USA, Inc. Director)
Materials remain the property of hir l1 USA, Inc. until fully paid.

Purchase orders should be sent to:
tiii.104 USA, Inc.

Attention: Ms. Susy Matos
8088 Montview
Montreal, TMR, Canada H4P 2L7
Tel: ( 514) 340- 9311 Fax: ( 514) 340- 9311
susy.matos@fieldturftarkett. com
www.fieldturf.com
and
Department of General Services ( DGS)
Procurement Division, Data Management
707 Third Street, 2nd Floor
West Sacramento, CA 95605- 2811 ( IMS# Z- 1)

FOR QUESTIONS, CONTACT YOUR

FIELDTURF SOUTHERN CALIFORNIA SALES OFFICE
Tim Coury
760) 635- 2504
760) 632- 0906 fax
tcfieldturf@cox. net
Attachment 2
Item: 10
323
Attachment 4
Attachment 2
Item: 10
324

INTERLOCAL AGREEMENT
Region VIII Education Service Center

CALIFORNIA PUBLIC AGENCY
School, College, University, State, City or County Office) CALIFORNIA Control Number( TIPS will
Assign)
EDUCATIONAL OR GOVERNMENT ENTITY Schools enter County- District Number and
Region VIII Education Service Center 225 - 950
Mt. Pleasant, Texas Region 8 County- District Number
The Texas Education Code § 8. 002 permits Regional Education Service Centers, at the direction of the Commissioner of Education, to provide services to assist school districts, colleges and universities in improving student performance and increasing the efficiency and effectiveness of school, college and university financial operations.

Government Authority:

Interlocal contracts in California are presumably authorized by the Joint Exercise of Powers Act JEPA"). CAL.GOV'T. CODE § 6500, et seq. JEPA provides that two or more public agencies by agreement may jointly exercise any power common to the contracting parties, even though one or more of the contracting agencies may be located outside California. CAL. GOV' T. CODE § 6502.

Public Agency" includes but is not limited to "the federal government or any federal department or agency, this state, another state or any state department or agency, a county, county board of education, county superintendent or schools, public district of this state or another state." CAL.

GOV' T. CODE § 6500. While a public school district is not specifically identified as a public agency under the JEPA, school districts are mentioned in other areas of the Act and § 6500 provides that the list is not inclusive. Accordingly, a public school district in California is permitted to participate in a joint powers agreement under the JEPA. Pursuant to the TICA, a Texas regional education service center is considered a political subdivision of the state of Texas; thus a Texas regional education service center would be considered a public agency for the purposes of JEPA. See TEX.

GOV' T CODE § 791. 003 ( 5).

California law provides that the governing boards of school districts have broad discretion in the expenditure of funds and in the operation of the school districts. CAL. EDUC. CODE § 35160. 1.

The Public Contract Code provides that the governing board of a school district, shall competitively let any contracts involving an expenditure of more than $ 50, 000 for the purchase of equipment, materials, supplies, services, except for construction, and repairs to the lowest responsible bidder.

CAL. PUB. CONT. CODE § 20111 ( a) and ( b). Accordingly, a school district in California could presumably purchase any of its goods and services from the cooperative as long as the cooperative' s competitive bidding procedures comply with California law or the value of the goods and services is less than $ 50, 000.

JFEPA provides that any agreements entered pursuant to the Act must state the purpose of the agreement or the power to be exercised and provide for the method by which purpose will be accomplished. CAL. GOV' T. CODE § 6503.

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Vision:

TIPS/ TAPS will become the premier purchasing cooperative in North America through developing partnerships with quality vendors, school districts, universities, colleges, all governmental entities, and public and private industry.

Mission:

Our mission is to provide a proven purchasing process through quality customer service including timely response, legal support and effective recruitment by providing sufficient resources to include personnel.

Purpose:

The purpose of the TIPS/TAPS program shall be to continue providing substantial savings and best value for participating educational entities or public agencies through cooperative purchasing.

Effective:

This Interlocal Agreement ( hereinafter referred to as the " Agreement") is effective and shall be automatically renewed annually unless either party gives sixty ( 60) days prior written notice of non- renewal. This Agreement may be terminated without cause by either party upon ( 60) days prior written notice, or may also be determined for cause at anytime upon written notice stating the reason for and effective date of such terminations and after giving the affected party a thirty ( 30) day period to cure any breach.

Statement of Services to be Performed:

Region VIII Education Service Center, by this Agreement, agrees to provide competitively bid cooperative purchasing services to the above- named public entity through a Program known as The Interlocal Purchasing System ( TIPS/ TAPS) Program.

Role of the TIPS/ TAPS Purchasing Cooperative:

1. Provide organizational and administrative structure of the TIPS/ TAPS Program.

2. Provide Administrative and Support Staff necessary for efficient operation of the TIPS/ TAPS Program.

3. Provide marketing of the TIPS/ TAPS program to expand membership, awarded contracts and commodity categories.

4. Initiate and implement activities required for competitive bidding and vendor award process including posting, advertising, collecting proposals, scoring proposals, and awarding of vendor contracts.

5. Provide members with current awarded vendor contracts, instructions for obtaining quotes and ordering procedures.

6. Maintain filing system for all competitive bidding procedure requirements.

7. Provide Reports as requested.

8. Maintain active membership database for awarded vendors.

9. Provide TIPS/ TAPS training to members and vendors upon request.

Role of the Education or Government Entity:

1. Commit to participate in the TIPS/ TAPS Program.

2. Designate a Primary and Technology Contact for the entity to be responsible for promoting TIPS/ TAPS within the organization.

3. Commit to purchase products and services from TIPS/ TAPS Vendor Awarded Contracts when in the best interest of the entity. PURCHASE ORDER MUST ALWAYS BE MARKED TIPS/ TAPS and FAXED to 866- 839- 8477 for processing.

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4. Accept shipments of products ordered from Awarded Vendors in accordance with standard purchasing procedures.

6. Pay Awarded Vendors in a timely manner for all goods and services received.

7. Report any vendor issues that may arise to the TIPS/TAPS Cooperative Coordinator.

General Provisions:

Both Parties agree to comply fully with all applicable federal, state, and local statutes, ordinances, rules, and regulations in connection with the programs contemplated under this Agreement. This Agreement is subject to all applicable present and future valid laws governing such programs.

This Agreement shall be governed by the laws of the State of Texas and venue shall be in the county in which the administrative offices of RESC VIII are located which is Titus County, Texas.

It is the responsibility of the Entity purchasing from TIPS/ TAPS to insure that the respective State purchasing laws are being followed.

This Agreement contains the entire agreement of the Parties hereto with respect to the matters covered by its terms, and it may not be modified in any manner without the express written consent of the Parties.

If any term( s) or provision( s) of this Agreement are held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remainder of the provisions of this Agreement shall remain in full force and effect.

Before any party may resort to litigation, any claims, disputes or other matters in question between the Parties to this Agreement shall be submitted to nonbinding mediation No Party to this Agreement waives or relinquishes any immunity or defense on behalf of themselves, their directors, officers, employees, and agents as a result of its execution of this Agreement and performance of the functions and obligations described herein.

This Agreement may be negotiated and transmitted between the Parties by means of a facsimile machine and the terms and conditions agreed to are binding upon the Parties.

Authorization:

Region VIII Education Service Center and The Interlocal Purchasing System ( TIPS/TAPS) Program have entered into an Agreement to provide competitively bid cooperative purchasing opportunities to entities as outlined above.

This Interlocal Agreement process was approved by the governing boards of the respective parties at meetings that were posted and held in accordance with the respective STATE Open Meetings Act, for Texas it was Government Code Ch. 551.

The individuals signing below are authorized to do so by the respective parties to this Agreement.

Membership Entity- Region 8 Education Service Center
By: By:

Authorized Signature Authorized Signature
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Title: Title: Executive Director Region VIII ESC
Date Date
Public Entity Contact Information
Primary Purchasing Person' s Name Primary Person' s Email Address Street Address
City, State Zip Technology Coordinator' s Name
Telephone Number Technology Coordinator' s Email Address Fax Number
Instructions:

Please send two signed original Interlocal Agreements and one copy of Board Resolution ( if required) to
TIPS/ TAPS, Attn: Kim Thompson
C/ O Region VIII Education Service Center
P. O. Box 1894, Mt. Pleasant, Texas 75456- 1894
Upon execution, a signed original will be returned to the Purchasing Contact listed above.

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Attachment 5
Attachment 2
Item: 10
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SECTION 00100

NOTICE INVITING BIDS

NOTICE INVITING BIDS
The City of Lake Forest (" City") will receive sealed bids for the Lake Forest Sports Park Project PW 2009. 01 at the office of the City Clerk, 25550 Commercentre Drive, Suite 100, Lake Forest, CA 92630, no later than 2:00 PM January 17, 2013, at which time or thereafter said bids will be opened and read aloud. Bids received after this time will be returned unopened. Bids shall be valid for 90 calendar days after the bid opening date.

Bids must be submitted on City' s Bid Forms. Bidders may view and/ or obtain a copy of the Plans and Specifications directly from SABP Reprographics by calling 949- 756- 1001 or by accessing their website at www. sabp. com and clicking on PlanWell. Upon payment of the purchase price, the Contract Documents become the property of the purchaser and may not be returned for a refund. Contract documents for the project will not be available for sale at City Hall. City will also make the Contract Documents available for review at one or more plan rooms.

Bids must be accompanied by cash, a certified or cashier' s check, or a Bid Bond in favor of City in an amount not less than ten percent ( 10%) of the submitted Total Bid Price.

A mandatory Pre-Bid Conference will be held at Lake Forest City Hall, 25550 Commercentre Drive, Lake Forest, California, on the following date( s) and time( s): 2: 00 PM December 17, 2013. Each and every Bidder must attend the Pre-Bid Conference. Prospective bidders may visit the Project Site without making arrangements through the Public Works Department. Bids will not be accepted from any bidder who did not attend the Pre- Bid Conference.

Each bid shall be accompanied by the security referred to in the Contract Documents, the noncollusion declaration, the list of proposed subcontractors, and all additional documentation required by the Instructions to Bidders.

The successful bidder will be required to furnish City with a Performance Bond equal to 100% of the successful bid, and a Payment Bond equal to 100% of the successful bid, prior to execution of the Contract. All bonds are to be secured from a surety that meets all of the State of California bonding requirements, as defined in Code of Civil Procedure Section 995. 120, and is admitted by the State of California.

Pursuant to Public Contract Code Section 22300, the successful bidder may substitute certain securities for funds withheld by City to ensure his performance under the Contract.

The Director of Industrial Relations has determined the general prevailing rate of per diem wages in the locality in which this work is to be performed for each craft or type of worker needed to execute the Contract which will be awarded to the successful bidder, copies of which are available online at http:// www.dir.ca.gov/dlsr. A copy of these rates shall be posted by the successful bidder at the job site. The successful bidder and all subcontractor( s) under him, shall comply with all applicable Labor Code provisions, which include, but are not limited to the payment of not less than the required prevailing rates to all workers employed by them in the execution of the Contract, the employment of apprentices, the hours of labor and the debarment of contractors and subcontractors.

Each bidder shall be a licensed contractor pursuant to the Business and Professions Code and shall be licensed in the following appropriate classification( s) of contractor' s license( s), for the 1 -
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SECTION 00100

NOTICE INVITING BIDS
work bid upon, and must maintain the license( s) throughout the duration of the Contract: Class A.

Pursuant to Public Contract Code Section 3400( b), if City has made any findings designating certain materials, products, things, or services by specific brand or trade name, such findings and the materials, products, things, or services and their specific brand or trade names will be set forth in the Special Conditions.

Award of Contract: City shall award the Contract for the Project to the lowest responsible bidder as determined from the base bid and any additive alternate bid items by City. City reserves the right to reject any or all bids or to waive any irregularities or informalities in any bids or in the bidding process.

For further information, contact Angel Fuertes, Principal Civil Engineer, 949-461- 3490.

END OF NOTICE INVITING BIDS
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Attachment 2
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SECTION 00100

NOTICE INVITING BIDS

NOTICE INVITING BIDS
The City of Lake Forest (" City") will receive sealed bids for the Lake Forest Sports Park Project PW 2009. 01 at the office of the City Clerk, 25550 Commercentre Drive, Suite 100, Lake Forest, CA 92630, no later than 2:00 PM January 31, 2013, at which time or thereafter said bids will be opened and read aloud. Bids received after this time will be returned unopened. Bids shall be valid for 90 calendar days after the bid opening date.

Bids must be submitted on City's Bid Forms. Bidders may view and/ or obtain a copy of the Plans and Specifications directly from SABP Reprographics by calling 949-756- 1001 or by accessing their website at www. sabp. com and clicking on PlanWell. Upon payment of the purchase price, the Contract Documents become the property of the purchaser and may not be returned for a refund. Contract documents for the project will not be available for sale at City Hall. City will also make the Contract Documents available for review at one or more plan rooms.

Bids must be accompanied by cash, a certified or cashier' s check, or a Bid Bond in favor of City in an amount not less than ten percent ( 10%) of the submitted Total Bid Price.

A mandatory Pre- Bid Conference will be held at Lake Forest City Hall, 25550 Commercentre Drive, Lake Forest, California, on the following date( s) and time( s): 2: 00 PM January 7, 2013.

Each and every Bidder must attend the Pre- Bid Conference. Prospective bidders may visit the Project Site without making arrangements through the Public Works Department. Bids will not be accepted from any bidder who did not attend the Pre-Bid Conference.

Pursuant to Public Contract Code Section 22300, the successful bidder may substitute certain securities for funds withheld by City to ensure his performance under the Contract.

Each bidder shall be a licensed contractor pursuant to the Business and Professions Code and shall be licensed in the following appropriate classification( s) of contractor' s license( s), for the 1 -
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Attachment 2
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SECTION 00100

NOTICE INVITING BIDS
work bid upon, and must maintain the license( s) throughout the duration of the Contract: Class A.

For further information, contact Angel Fuertes, Principal Civil Engineer, 949- 461- 3490.

END OF NOTICE INVITING BIDS
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Attachment 2
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SECTION 00400

BID FORM

BID FORM
NAME OF BIDDER:

The undersigned, hereby declare that we have carefully examined the location of the proposed Work, and have read and examined the Contract Documents, including all plans, specifications, and all addenda, if any, for the following Project:

Lake Forest Sports Park ( PW 2009. 01)
We hereby propose to furnish all labor, materials, equipment, tools, transportation, and services, and to discharge all duties and obligations necessary and required to perform and complete the Project for the following TOTAL BID PRICE:

ITEM DESCRIPTION QUANTITY UNIT
UNIT
TOTAL
COST

BASE BID ITEMS
A. PROJECT START UP

1. Mobilization 1 LS

2. Temporary Construction Fence 8, 700 LF

3. Construction Staking and Surveying 1 LS

4. Traffic Control, Public Convenience and Safety 1 LS

5. Sheeting, Shoring and Bracing 1 LS
B. DEMOLITION

1. Remove Concrete Curb 40 LF

2. Remove Asphalt Concrete Paving and Base
2570 SF
Material
4 Miscellaneous Demolition, Removal, and
1 LS
Disposal
C. EARTHWORK

1. Site Grading 1 LS

2. Laser Grading:
a. Ball Field 1 1 LS
b. Ball Field 2 1 I LS
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Attachment 2
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SECTION 00400

BID FORM
b. At Soccer Concourse 966 LF

5. Drainage Sump 2 EA

6. Storm Drain Inlet Placard 9 EA

7. Concrete Parkway Drain( S= 36") 1 EA

8. CIP Rectangular Conduit( 3" x12. 5") 166 LF

9. Outfield Subdrain System( Fields 1- 5)
a. Field 1 1 LS
b. Field 2 1 LS
c. Field 3 1 LS
d. Field 4 1 LS
e. Field 5 1 LS

10. Qwik Drain Sub-drain System
a. " Commons" Lawn Area 1 LS
b. Southern Natural Turf Athletic Fields 1 LS
c. Infield at Field 4 1 LS
E. SEWER IMPROVEMENTS

1. PVC Sewer Pipe( SDR- 35)
a. 4" 3, 270 LF
b. 6" 445 LF
c. 8" 1, 340 LF

2. Sewer Cleanout 32 EA

3. Sewer Manhole( 48") 9 EA

4. Connection to Existing( Sewer) 1 LS
F. WATER IMPROVEMENTS

1. PVC C900 CL- 305/ DR- 14 Water Line
a. 4" LF
b. 6" LF
c. 8" LF

2. PVC SCH- 40 Water Line
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Attachment 2
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SECTION 00400

BID FORM
a. 2" LF

3. PVC SCH- 80 Water Line
a. 1" LF

4. Shut Off Valve in Meter Box 1 EA

5. Hose Bib 1 EA

6. Connection to Existing( Water) 1 LS

7. 4" Irrigation Water Meter 1 EA

8. Post Indicator Valve 1 EA

9. Gate Valve 16 EA

10. Fire Hydrant 5 EA

11. Fire Department Connection 1 LS
G. NATURAL GAS IMPROVEMENTS

1. " Gas Only Utility Trench" 620 LF
H. ARCHITECTURE

1. Recreation Center, Complete 1 LS

2. Restroom/ Concession Buildings, Complete 1 LS

3. Trash Enclosures, Complete 1 LS
Shade Structures at Soccer Concourse- Design

4. Build
1 LS

5. Shade Structures at Ball Fields- Design Build
a. Ball Field 1 - Design Build 1 LS
b. Ball Field 2- Design Build 1 LS
c. Ball Field 3 - Design Build 1 LS
d. Ball Field 4- Design Build 1 LS
e. Ball Field 5- Design Build 1 LS

6. Shade Structure at North Tot Lot- Design Build 1 LS

7. Shade Structures at South Tot Lot- Design Build 1 LS

8. 40' x 40' Shade Structures- Design Build 1 LS

9. 30' x 30' Shade Structures- Design Build 1 LS

10. 30' x 30' Maintenance Yard Shade Structure- 1 LS
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Attachment 2
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SECTION 00400

BID FORM
Design Build

11. Glass Creek Overlook, Complete 1 LS
I. PAVING

1. 4" Asphaltic Concrete Over 4" Aggregate Base
a. Drive Aisle and Loop Road 224, 800 SF
b. Parking Bays 85, 500 SF
Pedestrian Natural Grey Concrete Paving with 2.

Broom Finish
70,500 SF
3 Pedestrian Natural Grey Concrete Paving with
66, 500 SF
Retardant Finish
Vehicular Natural Grey Concrete Paving with 4'
Retardant Finish
53, 250 SF
Pedestrian 24" Wide Natural Grey Concrete 5'
Band with Retardant Finish
6, 700 LF
Vehicular 24" Wide Natural Grey Concrete Band 6.
with Retardant Finish
3, 850 LF
Pedestrian Integral Color Concrete Paving with 7.

Retardant Finish
58, 500 SF
Vehicular Integral Color Concrete with

8. Retardant Finish
50, 750 SF
6" Natural Grey Concrete with Medium Broom 9.

Finish at Basketball Courts
9,525 SF
Plexipave Surface Coating& Striping at 10.

Basketball Courts
9, 525 SF

11. Pedestrian Flagstone Paving over 4" Base 4,400 SF

12. Vehicular Flagstone Paving over 6" Base 1, 375 SF

13. Pedestrian Cobble Seeded Concrete Paving 1, 575 SF

14. Vehicular Cobble Seeded Concrete Paving 800 SF

15. Pedestrian" Bridges" at South Tot Lot
a. 6' x 9' 2 EA
b. 8' x 12' 5 EA
c. 12' x 20' 1 EA

16. Parking Lot Striping and Signage 1 LS

17. Concrete Curb and Gutter
a. 0" Concrete Curb 230 LF
b. 6" Concrete Curb 8, 130 LF
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Attachment 2
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SECTION 00400

BID FORM
c. 6" Concrete Curb and Gutter 6, 890 LF
d. 18" Wide Concrete Curb 2, 030 LF
e. 6" Concrete Curb with 4' Gutter 790 LF
f. Mountable Curb 50 LF

18. Curb Openings 158 EA

19. Concrete U- Channel 7 EA

20. Concrete V- Gutter( 6') 110 LF

21. Concrete Stairs 1, 810 LF

22. Accessible Ramps
a. Case A 2 EA
b. Case B 8 EA
c. Case D 20 EA

23. Local Depression 7 EA

24. Driveway Access Type " A" 1 EA

25. Concrete Mow Curbs
a. Condition A 8, 750 LF
b. Condition B 6, 500 LF
c. Condition C 1, 500 LF

26. Playground Resilient Surfacing
a. Northern Tot Lot 1 LS
b. Southern Tot Lot 1 LS

27. ' Organic Lock' Decomposed Granite 17, 600 SF

28. Decomposed Granite 825 SF

29. Interlocking Concrete Pavers 7, 250 SF
J. WALLS

1. Concrete Block Walls
a. Team Storage Enclosure ( North) 265 LF
b. Team Storage Enclosure ( South) 70 LF
c. Maintenance Yard 240 LF
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Attachment 2
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SECTION 00400

BID FORM
d. Maintenance Yard walls Under Shade
8 LF
Structure
e. Maintenance Yard Block Wall Divide 50 LF
f. Line Pilaster 14 EA
g. Corner Pilaster 7 EA
h. Light Fixture Pilaster 6 EA
i. Gate Pilaster 4 EA

2. Entry Monument Walls
a. Rancho Parkway 1 LS
b. Portola Parkway 1 LS
c. Vista Terrace 1 LS

3. Retaining Walls at Accessible Seating Areas
a. Ball Fields 1- 5 1 LS
b. Soccer Concourse 1 LS

4. Retaining Walls at Soccer Concourse 1 LS

5. ' Cultured' Stone Veneered Planter Walls
a. Ball Field Plaza 175 LF
b. East of" Commons" Along Parking Lot 250 LF
c. Field No. 5 250 LF
d. " Commons" Area and Recreation Center 275 LF
e. Soccer Concourse 450 LF
f. West of Recreation Center Entry 80 LF
g. Terraced Retaining Walls and Planters at
Grand Staircase
340 LF
6 Free Standing' Cultured' Stone Veneered
Seatwalls
a. Near Right Field Corner of Field 4 45 LF
b. Between Fields 1 & 2 115 LF
c. Between Outfields of Fields 3& 4 35 LF
d. South of Recreation Center 190 LF
e. Southeast of Synthetic Field B 110 LF
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Attachment 2
Item: 10
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SECTION 00400

BID FORM
f.Glass Creek Overlook 35 LF

7. Thickened Concrete Walkway Edge
a. Northern Tot Lot 235 LF
b. Southern Tot Lot 700 LF
c. Walkways Adjacent to Dry Creek Bed 165 LF
d. Geotech Required Thickened Edge Areas per 1, 200 LF
Plan

8. Terraced Concrete Seating
a. Ball Fields 1- 5 ( 3' Tread with 12" Riser) 1 LS
b. Soccer Fields A& B ( 5' Tread with 18" Riser) 1 LS
c. Southern End Soccer Concourse( 5' Tread
1 LS
with 18" Riser)

9. Cheek Walls at Stairs 350 LF

10. Retaining/ Planter Walls at Souther End of
1 LS Soccer Concourse

11. Pilasters
a. Ball Field Shade Structures 1 LS
b. Soccer Concourse Shade Structures 1 LS
c. North Tot Lot Shade Structure 1 LS
d. Picnic Shade Structures( 30' x30'& 40' x40') 1 LS
e. Glass Creek Overlook 1 LS

12. Scorer' s Tables
a. Ball Fields 1- 5 1 LS
b. Soccer Concourse Fields A& B 1 LS
Retaining walls w/ Stone Veneer at Grand 13.

Staircase 200 LF
K. FENCING/ METAL WORK

1. Lodgepole Fencing 3, 000 LF

2. Guardrails 1, 735 LF

3. Handrails 600 LF

4. Guardrail at ADA Accessible Seating
a. Ball Fields 1- 5 250 LF
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Attachment 2
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SECTION 00400

BID FORM
b. Soccer Concourse 110 LF
5 8' High Tubular Steel Fence and Gate at
1 LS
Detention Basin
6 8' High, 6 Gauge Chain Link Fencing at Ball
4, 280 LF
Fields 1- 5
7 8' High, 6- Gauge Chain Link Gate at Ball Fields
10 EA
1- 5
8 Sliding Maintenance Access Gate at Ball Fields
6 EA 1- 5
9 Sliding Tubular Steel Gate at Team Storage
2 EA north), and Maintenance Yard

10. HDPE Lumber at Ball Fields 1- 5 1 LS

11. 40' High Backstop Posts at Ball Fields 1- 5 10 EA

12. 32' High Posts at Ball Fields 1- 5
a. Backstop and Foul Line 24 EA
b. Outfield 38 EA
c. Outfield Foul Line Post( powder coated
yellow foul poles)
10 EA

13. 24' High Foul Line Poles at Ball Fields 2 and 3 2 EA

14. 16' Foul Line Poles at Ball Fields 2 and 3 2 EA

15. Netting at Backstops, Foul Lines, and Outfields 1 LS

16. Dugouts at Ball Fields 1- 5 10 EA

17. Bullpens and Soft Toss Enclosure at Fields 1- 5 10 EA

18. Batting Cages 2 EA

19. Cor- Ten Steel Animal Silhouettes 1 LS

20. Embedded Cor- Ten Steel Leaves 1 LS

21. Netting at Soccer Fields 1 LS

22. Soccer Field Netting Posts 24 EA
Woven Wire Mesh at Maintenance Yard

23. Enclosure 1 LS
24 Maintenance Yard- Roll- Up Garage Door 1 LS
25 Phase One Access Fencing Plan 4, 700 LF
L. SITE ELECTRICAL
1 4- Party Utility Trench ( Electric, Telephone,
LF CATV and Gas)
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Attachment 2
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SECTION 00400

BID FORM

2. Electric Only Trench LF

3. Site Primary( By SCE) LF

4. Site Electrical LF
Service and Distribution
a. Main Switchboard MSA 2500 amp 277/ 480v
1 EA
3ph 4w NEMA3R
b. SCE Transformer Pad 1 EA
c. Grounding System 1 LS
d. Feeders 4, 900 LF
e. Distribution Switchboards 2 EA
f. Panelboards 8 EA
g. Distribution Transformers 2 EA
h. Lighting Control System 1 LS
I. Receptacle Box WP- A 24 EA
j. Receptacle Box WP- C 6 EA
k. GFCI Receptacles 120V, 20A 30 EA

1. Misc. Pullboxes, Stub- Ups, Branch circuit
1 LS conduit and wire and all hardware
m. Conduit for camera and WiFi systems 1 LS

5. Fixture Type 1 LED, Pole Single 58 EA

6. Fixture Type 2 LED, Pole Double 59 EA

7. Fixture Type 3 LED, Pole Single 68 EA

8. Fixture Type 4 LED, Sign Light 14 EA

9. Fixture Type 5 LED, Uplight 66 EA

10. Fixture Type 6 LED, Step Light 6 EA
11, Fixture Type 7 LED, Pole Double 10 EA

12. Fixture Type 9 LED, Pole Single 6 EA

13. Fixture Type 10 HID, Flood Light 6 EA

14. Fixture Type 11 LED, Pole Single 4 EA

15. Fixture Type 12 LED, Pole Double 2 EA

16. Fixture Type 13 Fluorescent 1 EA
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SECTION 00400

BID FORM

17. Fixture Type 17 HID Flood Light 12 EA

18. Fixture Type 18 HID Downlight 9 EA

19. Fixture Type 34 LED Tree Ring 19 EA

20. Athletic Field Lighting 1 LS
21 2- Party Utility Trench ( Telephone and Cable
LF
TV)

22. Site Communication ( Primary)
a. Conduit, 4" PVC ( Telco Primary) LF
b. Conduit, 4" PVC ( CATV Primary) LF
c. Conduit, 2" PVC ( Spare Primary) LF
e. Pull Box, 24" x 36" x 24" dp Precast with
Metal Lockable Cover
EA
f. Pull Box, 30" x 18" x 24" dp Precast with
Metal Lockable Cover
EA

23. Site Communication ( Secondary)
a. Pull box, 36" x 30" x 36" dp Precast with
4 EA
Metal Cover
b. Conduit 4", PVC 3, 000 LF
M. SITE FURNISHINGS

1. Parking Lot and Roadway Signage 1 LS

2. Benches
a. ( 6ft) long 35 EA
b. ( 8ft) long 14 EA

3. Chairs 32 EA

4. Companion Tables 18 EA

5. 8' Picnic Tables 12 EA

6. 6' Picnic Tables 15 EA

7. ADA Picnic Tables 9 EA

8. Precast Pots
a. Type A 2 EA
b. Type B 2 EA
fc. Type C 5 EA
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BID FORM
d. Type D 7 EA
e. Type E 4 EA

9. Site Standard Receptacles
a. Trash Receptacles 36 EA
b. Recycling Receptacles 36 EA
10 Trash Receptacles at Picnic Shelters and
18 EA
Dugouts

11. Grills 8 EA

12. Hot Ash Containers 8 EA

13. Playground Equipment
a. North Tot Lot 1 LS
b. South Tot Lot ( Standard Play, Artistic, and
1 LS
Theme Rock Equipment)

14. Aluminum Seating at Terraced Concrete at Ball
660 LF
Fields 1- 5

15. Flagpoles 2 EA

16. Water Misters at Synthetic Soccer Fields 4 EA

17. Exercise Equipment 1 LS

18. Scoreboards
a. Ball Fields 1- 5 5 EA
b. Synthetic Turf Fields A- B 2 EA
19,
Basketball Poles/ Footing/ Backboards/ Nets
4 EA Rims
Bases, Home Plate, Pitching Rubber, & Alt Base 20.

Path Sleeves at Fields 1- 5
1 LS

21. Drinking Fountains 4 EA

22. Bicycle Racks 2 EA

23. Orientation Kiosks 1 LS
a. Grade Mount 4 EA
b. Seatwall Mount 4 EA

24. Wayfinding Signs 1 LS

25. Removable Bollards 12 EA

26. Field Striper 1 LS
21 -
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27. Soccer Goals 10 EA

28. Lacrosse Goals 2 EA

29. Small SunPac Trailers 4 EA

30. Custom Large SunPac Trailers 5 EA

31. Pet Waste Stations ( Dogipot) 19 EA
N. IRRIGATION
i

1. Recycled Water P. O. C. with Strainer Assembly 1 LS

2. Domestic Water P. O. C. with Backflow Assembly 1 LS

3. Recycled Water Booster Pump 1 LS

4. Domestic Water Booster Pump 1 LS

5. Calsense Controllers 11 EA

6. Coach' s Switches ( at Cooling Systems) 1 EA

7. Cool Down System 1 LS

8. Irrigation at Shrubs/ Groundcover 1 LS

9. Irrigation at Turf Areas 1 LS

0. LANDSCAPE

1. Soil Preparation / Fine Grading 1 LS

2. Phoenix dactylifera " Medjool" 93 EA

3. 48" Box Trees 119 EA

4. 36" Box Trees 474 EA

5. 24" Box Trees 1, 077 EA

6. 15 gallon Container Planting 214 EA

7. 5 gallon Container Planting 15, 351 EA

8. 1 gallon Container Planting 63, 102 EA

9. Turf( Sod) 736, 209 SF

10. Hydroseed 93, 158 SF
1012. Synthetic Turf
a. Fields A& B 1 LS
b. Batting Cages 1 LS
22 -
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12. Sand at South Tot Lot 1 LS

13. Engineered Wood Fiber at South Tot Lot 1 LS

14. Infield Mix at Ball Fields 1- 5 1 LS

15. ' Hilltopper' Mound Mix at Ball Field 4 1 LS

16. La Cresta Boulders at Thematic Dry Creek Bed
5' x 5' x 3' Boulders 54 EA
4' x 4' x 3' Boulders 95 EA
3' x 3' x 3' Boulders 242 EA

17. Thematic Dry Creek Bed 1 LS

18. " Dos Rios" Cobble
a. 3"- 6" 1 LS
b. 6"- 10" 1 LS

29. Cobble Edging at Building Perimeter 1 LS

20. 90- Day Maintenance/ Plant Establishment 1 LS
SUBTOTAL BASE BID ITEMS ( ITEMS A- 0)

ADDITIVE ALTERNATE BID ITEMS
P. BID ALTERNATES

1. Bermuda Hydroseed 736, 209 SF

2. Natural Stone Veneer 1 LS

SUBTOTAL ADDITIVE ALTERNATE BID ITEMS ( ITEMS P)

TOTAL BID PRICE ( BASE BID PLUS ADDITIVE ALTERNATE BID ITEMS) In case of discrepancy between the unit price and the item cost set forth for a unit basis item, the unit price shall prevail and, shall be utilized as the basis for determining the lowest responsive, responsible bidder.

However, if the amount set forth as a unit price is ambiguous, unintelligible or uncertain for any cause, or is 23 -
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omitted, or is the same amount as the entry in the " Item Cost" column, then the amount set forth in the " Item Cost" column for the item shall prevail and shall be divided by the estimated quantity for the item and the price thus obtained shall be the unit price. Final payment shall be determined by the Engineer from measured quantities of work performed based upon the unit price.

City shall award the Contract for the Project to the lowest responsible bidder as determined from the total of the base bid plus all additive alternate bid items combined.

TOTAL BID PRICE ( BASED ON BID SCHEDULE TOTAL OF UNIT PRICES):

Total Bid Price in Numbers
Total Bid Price in Written Form
In case of discrepancy between the written price and the numerical price, the written price shall prevail.

The undersigned agrees that this Bid Form constitutes a firm offer to City which cannot be withdrawn for the number of calendar days indicated in the Notice Inviting Bids from and after the bid opening, or until a Contract for the Work is fully executed by City and a third party, whichever is earlier.

The Contract duration shall commence on the date stated in City's Notice to Proceed, and shall be completed by the Contractor in the time specified in the Contract Documents. In no case shall the Contractor commence construction prior to the date stated in City' s Notice to Proceed.

Bidder certifies that it is licensed in accordance with the law providing for the registration of Contractors, License No. Expiration Date class of license If the bidder is a joint venture, each member of the joint venture must include the above information.

The undersigned acknowledges receipt, understanding and full consideration of the following addenda to the Contract Documents.

Addenda No.

1. Attached is the required bid security in the amount of not less than 10% of the Total Bid Price.

2. Attached is the fully executed Noncollusion Declaration form.

3. Attached is the completed Designation of Subcontractors form.

4. Attached is the completed Bidder Information Form.
24 -
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SECTION 00400
Bm FORM

5. Attached is the completed Contractor's Certificate Regarding Workers' Compensation form.

I hereby certify under penalty of perjury under the laws of the State of California, that all of the information submitted in connection with this Bid and all of the representations made herein are true and correct.

Name of Bidder
Signature
Name and Title
Dated

END OF BID FORM
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Attachment 3
Item: 10
349

LAKE FOREST SPORTS PARK SYNTHETIC TURF REPLACEMENT
PROJECT (25P02)
(2025-015)
City of Lake Forest
100 Civic Center Dr.

Lake Forest, CA 92630
Docusign Envelope ID: F264418B-C4B0-43A2-9DE3-A0A746996B70 Item: 10 350
City of Lake Forest
Lake Forest Sports Park Synthetic Turf Replacement Project (25P02) I. TERMS...................................................................................................

II. SIGNATURES. ........................................................................................

Docusign Envelope ID: F264418B-C4B0-43A2-9DE3-A0A746996B70 Item: 10 351
Title: Lake Forest Sports Park Synthetic Turf Replacement Project (25P02) 3 1. TERMS.

1.1. Compensation and Payment.

1.1.1 Prevailing Wages. Contractor is aware of the requirements of California Labor Code Section 1720 et seq., and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000 et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. Since the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Contract upon request. Contractor shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at Contractor’s principal place of business and at the project site. Contractor shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. Contractor and any subcontractor shall forfeit a penalty of up to $200 per calendar day or portion thereof for each worker paid less than the prevailing wage rates.

1.1.2 Apprenticeable Crafts. When Contractor employs workmen in an apprenticeable craft or trade, Contractor shall comply with the provisions of Section 1777.5 of the California Labor Code with respect to the employment of properly registered apprentices upon public works. The primary responsibility for compliance with said section for all apprenticeable occupations shall be with Contractor. The Contractor or any subcontractor that is determined by the Labor Commissioner to have knowingly violated Section 1777.5 shall forfeit as a civil penalty an amount not exceeding $100 for each full calendar day of noncompliance, or such greater amount as provided by law.

1.1.3 Hours of Work. Contractor is advised that eight (8) hours labor constitutes a legal day’s work. Pursuant to Section 1813 of the California Labor Code, Contractor shall forfeit a penalty of $25.00 per worker for each day that each worker is permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one calendar week, except when payment for overtime is made at not less than one and one half (1 1/2) times the basic rate for that worker.

1.1.4 Payroll Records. Contractor and each subcontractor shall keep an accurate payroll record, showing the name, address, social security number, work classification, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by him or her in connection with the public work. The payroll records shall be certified and shall be available for inspection at all reasonable hours at the principal office of Contractor in the manner provided in Labor Code section 1776. In the event of noncompliance with the requirements of this section, Contractor shall have 10 days in which to comply subsequent to receipt of written notice specifying in what respects such Contractor must comply with this section. Should noncompliance still be evident after such 10-day period, Contractor shall, as a penalty to City, forfeit not more than $100.00 for each calendar day or portion thereof, for each worker, until strict compliance is effectuated. The amount of the forfeiture is to be determined by the Labor Commissioner. A contractor who is found to have violated the provisions of law regarding wages on Docusign Envelope ID: F264418B-C4B0-43A2-9DE3-A0A746996B70 Item: 10 352
Title: Lake Forest Sports Park Synthetic Turf Replacement Project (25P02) 4 Public Works with the intent to defraud shall be ineligible to bid on Public Works contracts for a period of one to three years as determined by the Labor Commissioner. Upon the request of the Division of Apprenticeship Standards or the Division of Labor Standards Enforcement, such penalties shall be withheld from progress payments then due. The responsibility for compliance with this section is on Contractor. The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4.

1.1.5 Contractor and Subcontractor Registration. Pursuant to Labor Code sections 1725.5 and 1771.1, all contractors and subcontractors that wish to bid on, be listed in a bid proposal, or enter into a contract to perform public work must be registered with the Department of Industrial Relations. No bid will be accepted nor any contract entered into without proof of the contractor’s and subcontractors’ current registration with the Department of Industrial Relations to perform public work. Contractor is directed to review, fill out and execute the Public Works Contractor Registration Certification attached hereto as Exhibit “E” prior to contract execution. Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1.

1.1.6 Labor Compliance; Stop Orders. This Project is subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be the Contractor’s sole responsibility to evaluate and pay the cost of complying with all labor compliance requirements under this Contract and applicable law. Any stop orders issued by the Department of Industrial Relations against Contractor or any subcontractor that affect Contractor’s performance of Work, including any delay, shall be Contractor’s sole responsibility. Any delay arising out of or resulting from such stop orders shall be considered Contractor caused delay subject to any applicable liquidated damages and shall not be compensable by the City. Contractor shall defend, indemnify and hold the City, its officials, officers, employees and agents free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Contractor or any subcontractor.

Docusign Envelope ID: F264418B-C4B0-43A2-9DE3-A0A746996B70 Item: 10 353
Title: Lake Forest Sports Park Synthetic Turf Replacement Project (25P02) 5 2. SIGNATURES.

2.1. SIGNATURES.

Signature Page
Between the City of Lake Forest
and FieldTurf USA, Inc.

CITY OF LAKE FOREST FieldTurf USA, Inc.

By: [AUTHORIZED CITY SIGNATURE]
Scott Voigts
Mayor
By: [VENDOR SIGNATURE 1]
Darren Gill
Vice President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:

By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
Jennifer Hopper
Assistant Secretary (Corporation or LLC)
APPROVED AS TO FORM:

By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Docusign Envelope ID: F264418B-C4B0-43A2-9DE3-A0A746996B70 Item: 10 354
Attachment 4
Item: 10
355

CMAS PRICING PROPOSAL

LAKE FOREST PARK
March 27, 2025
FieldTurf USA Inc. is pleased to present the following proposal. FieldTurf pricing is based on the current FieldTurf CMAS Contract (4-06-78-0031A).

FieldTurf California License 849044
Click the follow CMAS hyperlink for CMAS due diligence documentation: CMAS Contract: 4-06- 78-0031A

FIELD A
Description - Lake Forest Park FIELD A Quantity Units Unit Price Total Sitework
Civil Scope (Description Below) 88,284 SF $0.9018 $79,614.51 Subtotal Synthetic Turf Site Work $79,614.51
Synthetic Turf
FieldTurf Vertex Core 2" 88,284 SF $4.9600 $437,888.64
Inlaid Soccer Markings 1 EA INCLUDED INCLUDED
Inlaid "LAKE FOREST" sideline logo (9'6" H x 92'L) 1-color 1 EA $10,100.00 $10,100.00 FieldTurf Maintenance Equipment (FieldSweep &
GroomRight)
1 LS $10,100.00 $10,100.00
Taxes 1 LS $15,008.28 $15,008.28
A 10-year 3rd party pre-paid insured warranty on the
FieldTurf artificial grass surface 1 LS INCLUDED INCLUDED Subtotal Synthetic Turf $473,096.92
Subtotal Project $552,711.43
Performance & Payment Bonds 1 LS $6,287.96 $6,287.96
Total - Lake Forest Park FIELD A $558,999.39
Item: 10
356

CMAS PRICING PROPOSAL
Voluntary Alternates - Field A
A1 FieldCare Standard Program
(2 visits per year for 10 years)
20 EA $3,434.00 $68,680.00
Performance & Payment Bonds 1 LS $791.33 $791.33
Total Alternate #1 $69,471.33
A2 Demo existing turf header and install new (if needed) 1 LS $20,768.83 $20,768.83 Performance & Payment Bonds 1 LS $239.30 $239.30
Total Alternate #2 $21,008.13

FIELD B
Description - Lake Forest Park FIELD B Quantity Units Unit Price Total Sitework
Civil Scope (Description Below) 88,284 SF $0.9018 $79,614.51 Subtotal Synthetic Turf Site Work $79,614.51
Synthetic Turf
FieldTurf Vertex Core 2" 88,284 SF $4.9600 $437,888.64
Inlaid Soccer Markings 1 EA INCLUDED INCLUDED
Inlaid Men's Lacrosse Markings 1 EA INCLUDED INCLUDED
Inlaid "LAKE FOREST" sideline logo (9'6" H x 92'L) 1-color 1 EA $10,100.00 $10,100.00 Taxes 1 LS $14,630.96 $14,630.96
A 10-year 3rd party pre-paid insured warranty on the
FieldTurf artificial grass surface
1 LS INCLUDED INCLUDED
Subtotal Synthetic Turf $462,619.60
Subtotal Project $542,234.11
Performance & Payment Bonds 1 LS $6,168.73 $6,168.73
Total - Lake Forest Park FIELD B $548,402.84
Item: 10
357

CMAS PRICING PROPOSAL
Voluntary Alternates - Field B
A1 FieldCare Standard Program
(2 visits per year for 10 years)
20 EA $3,434.00 $68,680.00
Performance & Payment Bonds 1 LS $791.33 $791.33
Total Alternate #1 $69,471.33
A2 Demo existing turf header and install new (if needed) 1 LS $20,768.83 $20,768.83 Performance & Payment Bonds 1 LS $239.30 $239.30
Total Alternate #2 $21,008.13
Lake Forest Park FIELD A & B Quantity Units Total
Base Price
1 Site work Field A & B 176,568 SF $159,229.02
2 Synthetic Turf Field A & B 176,568 SF $948,173.21
Subtotal Synthetic Turf Site Work $1,107,402.23
Voluntary Alternates
A1 FieldCare Standard Program (2 visits/year for 10 years per Field)
176,568 SF $138,942.66
A2 Demo existing turf header and install new (if needed) 1 LS $42,016.26

PRODUCT DETAILS
FieldTurf, the worldwide leader in artificial turf, is pleased to offer the FieldTurf Vertex CORE 2” (FTVTP-2) system, with the following product characteristics:

Pile Height: 2 Inches
Infill Weight: 3.65lbs sand & 2.6 lbs cryo per sq.ft.

Pile Weight: 39 oz/yd2
Total System Weight: 960 oz/yd2
FieldTurf has taken the necessary steps to ensure that your project will run smoothly and that the quality promised will be the quality delivered.

Item: 10
358

CMAS PRICING PROPOSAL
CIVIL SCOPE INCLUDES:
a) The removal and disposal of the existing synthetic turf fields (A & B). b) Regrading of the stone base (A & B).
** FieldTurf will accept rough grade of compacted stone base within .05 feet of proposed subgrade finished elevation. FieldTurf will fine grade to within ¼” and roll stone base with a 3 ton roller. This assumes no more than four planes on any field unless stated in the price. Any additional planes will be charged on a time and equipment basis.

PRICE DOES NOT INCLUDE:
a) The base upon which the FieldTurf artificial turf surface will be placed. FieldTurf shall not be responsible for the stability, the porosity, nor the approval of the base upon which the FieldTurf surface will be installed, the drainage system, nor any construction or modification of existing installations around the fields.
b) FieldTurf is not altering or improving the existing drainage system under the existing artificial turf limits. No removal, milling, ponding, flooding or repairs within the existing base and drainage system are included and shall remain the responsibility of the owner. c) The supply, replacement, installation and/or modification of the existing field edging, perimeter nailer board or existing inner concrete curbing within the artificial turf limits. d) The supply and import of additional finish aggregate. e) Any costs associated with necessary charges relating to the delineation of the field. f) Unless otherwise specified, the price does not include any G-max testing, g) The supply of or adjustment to existing manholes, clean-outs or grates and supply of the manhole covers.
h) The supply of or adjustments to existing manholes, clean-outs or grates, and supply of the manhole covers.
i) Any alteration or deviation from specifications involving extra costs, which alteration or deviation will be provided only upon executed change orders and will become an extra charge over and above the offered price.
j) Site security.
k) Repair or resurfacing existing asphalt parking lot if damaged by truck traffic. l) Site restoration, sodding, landscaping or grow-in.
m) Permit fees, Inspection fees.
n) A vehicle to tow FieldTurf maintenance equipment.
o) Union labor.
p) FieldCare Maintenance Program
q) CoolPlay Infill.

Item: 10
359

CMAS PRICING PROPOSAL
r) Anything not explicitly noted in the inclusions.

The price is valid for a period of 90 days. The price is subject to increase if affected by an increase in raw materials, freight, or other manufacturing costs, a tax increase, new taxes, levies or any new legally binding imposition affecting the transaction. The parties recognize that the effects of global economic instability are currently unpredictable and could lead to limitations in labor availability and delays in the supply and delivery of materials, equipment or products.

In addition, as these contingencies have not been factored into this proposal; materials, equipment and/or products to be used in performing the work may become subject to a price increase. Accordingly, it is acknowledged that the seller/FieldTurf shall (a) not be subject to any damages for any delay due to events beyond its control and, (b) be allowed an equitable adjustment of the time and/or of the price of this proposal or any contractual document resulting therefrom. FieldTurf shall endeavor to notify you as soon as possible of any such events and/or contingencies.

Please note that the seller/FieldTurf shall use its best efforts to ensure that it fulfills its commitments and will strive to minimize any negative impacts as they may arise. Thank you for your kind understanding.

Please feel free to reach out to any member of our project team with questions about our offer:

Dino Di Maulo, Dino Cal Watson
Project Manager Regional Sales Manager
(514) 375-2577 (858) 353-2366
[email protected] [email protected]
Thank you again for your interest in FieldTurf, we look forward to working with you.

Per:

Marie-Christine Raymond, Vice President of Customer Operations FieldTurf USA, Inc. / Tarkett Sports Canada, Inc.

FieldTurf USA, Inc. holds the Cooperative Purchase contract, any PO for Contract must be made out to FieldTurf USA, Inc. 175 N Industrial Blvd NE. Calhoun, GA 30701 If you have questions regarding the FieldTurf and Beynon SmartBuy Cooperative Purchasing Program, please contact Eric Fisher at: [email protected].

Item: 10
360

CMAS PRICING PROPOSAL
a) This bid proposal and its acceptance is subject to
strikes, accidents, delays beyond our control and
force majeure.
b) FieldTurf’s preferred payment terms are as
follows: (i) 50% of the Price upon Customer’s
execution of contract; (ii) 40% of the Price upon
shipment of materials from FieldTurf’s
manufacturing facility; and (iii) Remaining balance
of ten percent (10%) upon substantial completion
of the field, which shall be achieved when
Customer is able to use the field for its intended
purpose, even if punchlist items remain and the
Certificate of Completion has not been executed
by Customer.
c) Accounts overdue beyond 30 days of invoice
date will be charged at an interest rate of 10%
per annum.
d) FieldTurf requires a minimum of 21 days after
receiving a fully executed contract or purchase
order and final approvals on shop drawings to
manufacture, coordinate delivery and schedule
arrival of installation crew. Under typical field size
and scenario, FieldTurf further requires a minimum
of 28 days per field to install the Product subject to
weather and force majeure
e) FieldTurf requires a suitable staging area. Staging
area must be square footage of field x 0.12, have a
minimum access of 15 feet wide by 15 feet high, and,
no more than 100 ft from the site. A 25 foot wide by
25 foot long hard or paved clean surface area
located within 50 feet of the playing surface shall be
provided for purposes of proper mixing of infill

CONDITIONS
Notwithstanding any other document or agreement entered into by FieldTurf in connection with the supply and installation only of its product pursuant to the present bid proposal, the following shall apply:
material. Access to any field will include suitable
bridging over curbs from the staging area to permit
suitable access to the field by low clearance vehicles.

Staging area surface shall be suitable for passage
with motor vehicles used to transport materials to the
site and/or staging area. FieldTurf shall not be liable for any damages to the staging area or its surface
unless such damages are caused by FieldTurf’s
intentional misconduct or negligence.
f) This proposal is based on a single mobilization. If
the site is not ready and additional mobilizations
are necessary, additional charges will apply.
g) Upon substantial completion of FieldTurf’s
obligations, the Customer shall sign FieldTurf’s
Certificate of Completion in the form currently in
force; to accomplish this purpose, the Customer will
ensure that an authorized representative is present
at the walk-through to determine substantial
completion and acceptance of the field, which may
include a list of punch list items.
h) FieldTurf shall not be a party to any penalty clauses and/or liquidated damages provisions.
i) FieldTurf shall be entitled to recover all costs and expenses, including attorney fees, associated with
collection procedures in the event that FieldTurf
pursues collection of payment of any past
due invoice.
j) All colors are to be chosen from FieldTurf’s
standard colors.

THE TARKETT SPORTS FAMILY - LEADERS IN SPORTS SURFACING Item: 10
361

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: Finance
SUBJECT:

RESOLUTION UPDATING FEES AND CHARGES FOR VARIOUS MUNICIPAL

SERVICES
RECOMMENDED ACTION(S):

Adopt a Resolution entitled: “A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA, ESTABLISHING UPDATED FEES AND CHARGES FOR VARIOUS MUNICIPAL SERVICES.”
EXECUTIVE SUMMARY:

On May 7, 2024, the City Council adopted a comprehensive update to the City's Master Fee Schedule following a public hearing. Pursuant to the City’s Financial Management and Budgetary Policy, the City completes a comprehensive user fee study at least every five years, with incremental updates occurring in the years in between comprehensive studies. The goal of the current update is to improve the recovery of City costs, supporting fiscal sustainability and consistent service levels.

Staff recommend the City Council adopt the attached draft Resolution (Attachment 1), updating the Master Fee Schedule to reflect inflationary adjustments, to be effective July 1, 2025.

BACKGROUND:

On May 7, 2024, the City Council adopted Resolution 2024-11, updating fees, charges, and deposits for various municipal services based on the findings of a comprehensive user and regulatory fee study (“Fee Study”). The updated fees reflect the estimated reasonable cost of providing those services for which fees are charged. The Fee Study, conducted by ClearSource Consulting, included a cost allocation plan for general governmental expenses and a cost-of-service analysis that accounted for staffing and time needed to deliver municipal services. The findings led to a comprehensive update to the Master Fee Schedule presented to the City Council for approval following a public hearing.

The comprehensive update to the Master Fee Schedule went into effect July 8, 2024.

Item: 11
362
DISCUSSION:

The Master Fee Schedule is intended to be reviewed annually by City staff as part of the normal course of operations. Pursuant to the City’s Financial Management and Budgetary Policy, the City completes a comprehensive user fee study at least every five years, with incremental updates occurring in the years in between comprehensive studies. This update represents an interim year update with minor, incremental, changes proposed that incorporate feedback received during prior fee studies and feedback received subsequent to adoption of the City’s current Master Fee Schedule.

During interim years (i.e., during years in between comprehensive fee studies) the City Council has authorized inflationary adjustments to fees. The inflationary adjustments are based on the annual percentage change in the all-urban Consumer Price Index for All Urban Consumers, Los Angeles-Long Beach-Anaheim, CA (“CPI”). For FY 2025-26, the annual percentage change in CPI was

3.3%.

In addition to the proposed updated fees based on CPI adjustments, the following are new and removed fees proposed with the updated Master Fee Schedule (Attachments 2 and 3):

New Fees
 An appeal hearing fee of $85 (Planning).
 A Commercial Vending Vehicles Permit fee of $189 for the initial permit and $95 for renewal (Public Works).

Removed Fees
 The Cyber Café License Fee was removed (Planning).

If adopted by the City Council, staff recommend making any fee changes effective July 1, 2025.

FISCAL IMPACT:

The proposed fee changes are intended to reflect the gradual increase in costs due to inflationary pressures. Recalibration of these fees simply provides an offset of existing expenditures/needs rather than a source of funding for expanded service levels. Thus, there is no net incremental revenue expected.

Item: 11
363
ATTACHMENTS:

1. City Council Resolution No. 2025-XX

2. Schedule of Proposed Changes to the Master Fee Schedule

3. Cost of Service Calculations for New Fees
Initiated By: Amy Lewis, Assistant Director of Finance
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 11
364
ATTACHMENT 1
Item: 11
365
RESOLUTION NO. 2025-XX

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA,

ESTABLISHING UPDATED FEES AND CHARGES

FOR VARIOUS MUNICIPAL SERVICES
WHEREAS, under the police power granted by Article XI, Section 7 of the California Constitution, cities may impose fees, charges and rates for certain municipal services; and
WHEREAS, it is the intention of the City Council that these fees, charges, and deposits shall cover up to, but not exceed, the estimated reasonable cost of providing the service for which the fee is charged; and
WHEREAS, based upon the evidence provided, the City Council hereby determines the fees established in Exhibit "A", attached hereto and incorporated herein reasonably cover, but do not exceed, the reasonable cost of providing the service for which the fee is charged.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE FOREST,

CALIFORNIA, DOES HEREBY RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:

Section 1. The Recitals provided above are true and correct and are hereby incorporated into this Resolution.

Section 2. The schedule of fees, charges, and deposits attached to this Resolution as Exhibit "A", which is incorporated herein by reference, is hereby approved and adopted. Pursuant to Lake Forest Municipal Code Section 3.03.030, a supermajority, or four-fifths of the City Council have approved the adoption, establishment, or increase of fees provided in Exhibit "A". Upon adoption of this Resolution, any newly adopted fees, charges, or deposits to existing fees, charges, and deposits, shall take effect on July 1, 2025.

The fees, charges, and deposits shall remain in effect until amended by the City Council.

Section 3. The updated fees, charges, and deposits shall be incorporated into the City’s existing Master Fee Schedule. Incorporating these fees into the fee schedule will allow for the fees to be considered with future comprehensive user and regulatory fee updates. The City’s existing master fee schedule is amended as expressly provided by this resolution but shall otherwise remain in effect.

Section 4. The documents and materials associated with this Resolution that constitute the record of proceedings on which these findings are based are located at Item: 11
366
Resolution No. 2025-XX

Page 2 of 2 ends

Lake Forest City Hall, 100 Civic Center Drive, Lake Forest, California 92630. The City Clerk is the custodian of the record of proceedings.

Section 5. 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.

PASSED, APPROVED AND ADOPTED this 15th day of April 2025, by the following vote, to wit:

SCOTT VOIGTS
MAYOR
ATTEST:

LISA BERGLUND

CITY CLERK
APPROVED AS TO FORM:

MATTHEW E. RICHARDSON

CITY ATTORNEY
Item: 11
367

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. 2025- was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 15th day of April 2025, by the following vote, to wit:

AYES: COUNCIL MEMBERS
NOES: COUNCIL MEMBERS
ABSTAIN: COUNCIL MEMBERS
ABSENT: COUNCIL MEMBERS

LISA BERGLUND

CITY CLERK
Item: 11
368
Exhibit A
City of Lake Forest
Master Fee Schedule
[This page intentionally blank.]
Item: 11
369
Services / Activities / Subject Matter Page
PLANNING FEES 2
ENGINEERING FEES 6
BUILDING AND SAFETY FEES 8
COMMUNITY PRESERVATION FEES 23
RECREATION FEES 24
SKATE PARK RENTAL FEES 28
SPORTS PARK ROOM RENTAL FEES 29
COMMUNITY CENTER RENTAL FEES 30
PERFORMING ARTS HALL RENTAL FEES 32
CLUBHOUSE RENTAL FEES 33
LIABILITY INSURANCE REVIEW/PURCHASE FEES 34
PARKING PERMIT FEES 35
ELECTRIC VEHICLE CHARGING STATION FEES 36
ADMINISTRATIVE FEES 37
FINANCE FEES 38
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE 39 City of Lake Forest
Master Fee Schedule
Item: 11
370
City of Lake Forest

PLANNING FEES
Fee Charge Basis Note
1 Accessory Dwelling Unit (ADU) Permits $687 Fixed Fee
2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment $294 Fixed Fee b) Multiple Addresses - Change of Addresses / New Assignment $3,000 Deposit c) Street Name Assignment $3,000 Deposit
3 Adult Business License
a) Adult Business License Fixed Fee
b) Performer License Fixed Fee
4 Appeal
a) Appeal to Planning Commission Fixed Fee, plus pass-through [a] b) Appeal to City Council Fixed Fee, plus pass-through [a] c) Appeal Hearing Fee
5 Area Plan Deposit
6 Changed Plan
a) Administrative Review Fixed Fee
b) Planning Commission Review Deposit
8 Determination of Public Convenience or Necessity Deposit 9 Development Agreement Deposit
10 Donation Collection Box (DCB) Permit
a) Permit Application
Fixed Fee
b) Permit Renewal Fixed Fee
11 Entertainment Permit
a) Entertainment Permit
$1,963
$196
$1,500 Base Fee, plus
$5,000 deposit to
cover attorney and
consultant costs
$1,500 Base Fee, plus
$5,000 deposit to
cover attorney and
consultant costs
$85
$12,000
$981
$3,000
$3,000
$12,000
$393
$196
$393 Fixed Fee
Activity Description
Item: 11
371
City of Lake Forest

PLANNING FEES
Activity Description Fee Charge Basis Note
b) Entertainment Permit - Renewal $393 Fixed Fee
12 Environmental Review (Initial Study/Neg Dec./EIR, etc.) Deposit TBD T&M plus 15%
admin fee
Deposit
13 Eucalyptus Tree Cutting Permit $0 (No Charge) No charge 14 Feature Plan $12,000 Deposit
15 General Plan Amendment $12,000 Deposit
16 Noise Standard Deviation Application Review $785 Fixed Fee 17 Orange County Fire Authority Permit Administrative Fee $49 Fixed Fee 18 Outdoor Vending Permit
a) Initial $785 Fixed Fee
b) Renewal $294 Fixed Fee
19 Peer-Reviewed Technical Studies Deposit TBD
T&M plus 15%
admin fee
Deposit
20 Planned Sign Program
a) Planned Sign Program (Administrative Review) $2,500 Deposit b) Planned Sign Program (Planning Commission Review) $6,000 Deposit 21 Pre-Application $4,000 Deposit
22 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
$600 Deposit [b]
23 Review of By-Right Multi-family Residential Project $3,000 Deposit [c] 24 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.) a) Agricultural Sales $196 Fixed Fee
b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) $196 Fixed Fee 25 Site Development Permit
a) Administrative Review $3,000 Deposit [d]
b) Planning Commission Review $6,000 Deposit [d]
c) Not Exempt from CEQA $12,000 Deposit [d]
Item: 11
372
City of Lake Forest

PLANNING FEES
Activity Description Fee Charge Basis Note
26 Special Event Permit Application Review $491 Fixed Fee 27 Specific Plan $12,000 Deposit
28 Temporary Outdoor Promotion Permit Application Review $196 Fixed Fee 29 Temporary Promotional Wall Banner Permit
a) Non-Commercial $0 (No Charge) Fixed Fee
b) Commercial $98 Fixed Fee
30 Tentative Map
a) Tentative Parcel Map (TPM) $9,000 Deposit
b) Tentative Tract Map (TTM) $12,000 Deposit
c) Revised TPM / TTM $6,000 Deposit
31 Use Permit
a) Minor $3,000 Deposit
b) Major $6,000 Deposit
c) Not Exempt from CEQA $12,000 Deposit
32 Variance $6,000 Deposit
33 Wireless Communication Facilities (WCF) Permit (per WCF) $981 Fixed Fee 34 Zone Change $12,000 Deposit
35 Zoning/Property Information Letter
a) Zoning/Property Information Letter - Basic $343 Fixed Fee [e] b) Zoning/Property Information Letter - Comprehensive $750 Deposit 36 Credit Card Transaction Fee 3% - Direct pass-through to vendor Fixed Fee 37 Hourly Rate for Deposit Based Services and Planning Services Not Otherwise Listed In This Fee Schedule

a) Planning (In-House and Contract Service Planning) $196 per hour b) Engineering/Inspection In-House Development Review $189 per hour c) Building and Safety Development Review $150 per hour d) City Clerk Development Review $163 per hour
e) City Manager Development Review $184 per hour
f) Community Services Development Review $218 per hour
g) Finance Development Review $125 per hour
Item: 11
373
City of Lake Forest

PLANNING FEES
Activity Description Fee Charge Basis Note
h) IT / GIS Development Review $125 per hour
i) Community Preservation Development Review $130 per hour j) Police / Law Enforcement Development Review $143 per hour [f] k) Contract Services (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
per hour
[c] Requires review of Objective Design Standards, Affordability Covenant, Applicable State Codes/Laws. [d] As determined by the Director of Development Services. [e] Requests for basic property information include up to 1.75 hours of staff time. [f] Or pass-through of Orange County Sheriff Department hourly billing rate for staff support. [b] No fee applies for first two hours. For discussions requiring more than two total hours of staff consultation, a deposit account shall be opened.

Full Cost Deposits for Multiple Applications
When more than one Full Cost application is submitted, the sum total of the initial full cost deposit amount can be reduced by 25%.
[a] City fee for in-house support will be fixed at $1,500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. contract Planning, City Attorney, etc.).

Item: 11
374
City of Lake Forest

ENGINEERING FEES
Fee Charge Basis Note
1 Map Checking $5,000 Deposit
2 Lot Line Adjustments $5,000 Deposit
3 Improvement Plan Check and Inspection $5,000 Deposit
4 Grading Plan Check and Inspection $5,000 Deposit
5 Encroachment Permit Inspection (Annual) $5,000 Deposit 6 Easement Plan Check $5,000 Deposit
7 Water Quality Management Plan $5,000 Deposit
8 General Encroachment Permit
(for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days $662 Fixed Fee
b) Each Additional Day $284 Fixed Fee
9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
$825 Deposit [a]
10 Encroachment Permit - Minor Traffic Control Review
(per page; per sheet)

a) 1st page; 1st sheet $190 Fixed Fee
b) Each Additional page/sheet $95 Fixed Fee
11 Retroactive Permit for Front Yard Improvements In City Right-of-Way (behind sidewalk)
$0 (No Charge) No charge [b]
12 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee
$141 plus Deposit Fixed Fee plus Deposit
13 Sidewalk Vending Permit
a) Initial $189 Fixed Fee
b) Renewal $95 Fixed Fee
14 Transportation Permit
a) Single Trip $16 Fixed Fee [c]
b) Annual $90 Fixed Fee [c]
15 Commercial Vending Vehicles Permit
a) Initial $189 Fixed Fee
b) Renewal $95 Fixed Fee
16 Expand the Forest $129 Fixed Fee [d]
17 Credit Card Transaction Fee 3% - Direct pass-through to vendor Fixed Fee 18 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee Fixed Fee 19 Miscellaneous Public Works Support Services - Hourly Rate for Deposit Based Services and Public Works Services Not Otherwise Listed In This Fee Schedule

a) Public Works In-House Land Development Review and Permit Processing
$189 per hour
b) Contract Service Support (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
per hour
Activity Description
Note: Deposit amounts listed are typical minimum amounts. The City reserves the right to request a adjusted/higher deposit based on complexity of project or frequency of inspections needed.
[a] General encroachment work includes any activity within the public right of way. Fixed fee permit applies to typical utility work with standard WATCH manual traffic control. More complex work requiring additional plan check/traffic control, plan review, testing, and/or inspection, requires a deposit.

Item: 11
375
City of Lake Forest

ENGINEERING FEES
Activity Description Fee Charge Basis Note
[c] Fee is intended to mirror amounts established by State of California. [d] Cost per contract to replace trees can change if contract price varies. [b] Occasionally the City has reserved a 2 or 3 foot City easement for utilities or other purposes behind the sidewalk (in front yard) but typically the easement is rarely used.

Item: 11
376
City of Lake Forest

BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Total Plan Check Permit Note
Assembly - Restaurants, Bars, Nightclubs
1 Construction 0 to 5000 square feet $5,469.00 $1,914.00 $3,555.00 2 Construction 5001 to 10000 square feet $9,760.00 $3,416.00 $6,344.00 3 Each additional 1000 square feet $1,501.00 $525.00 $976.00 Assembly - All Other
4 Construction 0 to 5000 square feet $4,612.00 $1,614.00 $2,997.00 5 Construction 5001 to 10000 square feet $8,044.00 $2,815.00 $5,229.00 6 Construction 10001 to 15000 square feet $11,047.00 $3,866.00 $7,181.00 7 Construction 15001 to 25000 square feet $15,123.00 $5,293.00 $9,829.00 8 Each additional 1000 square feet $1,072.00 $374.00 $697.00 B - Business
9 Construction 0 to 5000 square feet $5,363.00 $1,876.00 $3,486.00 10 Construction 5001 to 10000 square feet $9,653.00 $3,378.00 $6,274.00 11 Construction 10001 to 15000 square feet $12,442.00 $4,355.00 $8,087.00 12 Construction 15001 to 25000 square $17,053.00 $5,968.00 $11,085.00 13 Each additional 1000 square feet $964.00 $337.00 $627.00 E, Business - Educational, Schools
14 Construction 0 to 5000 square feet $4,612.00 $1,614.00 $2,997.00 15 Construction 5001 to 10000 square feet $8,044.00 $2,815.00 $5,229.00 16 Construction 10001 to 15000 square feet $11,047.00 $3,866.00 $7,181.00 17 Construction 15001 to 25000 square $15,123.00 $5,293.00 $9,829.00 18 Each additional 1000 square feet $1,072.00 $374.00 $697.00 F-1, F-2, H-1 thru 4, factory & industrial, hazard
19 Construction 0 to 5000 square feet $2,789.00 $976.00 $1,812.00 20 Construction 5001 to 10000 square feet $4,504.00 $1,576.00 $2,928.00 21 Construction 10001 to 15000 square feet $6,113.00 $2,139.00 $3,973.00 22 Construction 15001 to 25000 square $9,438.00 $3,303.00 $6,134.00 23 Each additional 1000 square feet $868.00 $303.00 $565.00 H-5, HPM
24 Construction 0 to 5000 square feet $5,578.00 $1,952.00 $3,625.00 25 Construction 5001 to 10000 square feet $9,975.00 $3,491.00 $6,484.00 26 Construction 10001 to 15000 square ft. $12,656.00 $4,429.00 $8,226.00 27 Construction 15001 to 25000 square ft. $17,376.00 $6,081.00 $11,294.00 28 Each additional 1000 square feet $964.00 $337.00 $627.00 I-1, I-2 - Institutional, convalescent hospitals, nursing home 29 Construction 0 to 5000 square feet $5,578.00 $1,952.00 $3,625.00 30 Construction 5001 to 10000 square feet $9,975.00 $3,491.00 $6,484.00 31 Construction 10001 to 15000 square ft. $12,656.00 $4,429.00 $8,226.00 32 Construction 15001 to 25000 square ft. $17,376.00 $6,081.00 $11,294.00 33 Each additional 1000 square feet $964.00 $337.00 $627.00 Fee Description
Item: 11
377
City of Lake Forest

BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Fee Description Total Plan Check Permit Note
I-2, I-3, Institutional, hospital, restrained
34 Construction 0 to 5000 square feet $7,292.00 $2,552.00 $4,740.00 35 Construction 5001 to 10000 square feet $12,121.00 $4,242.00 $7,878.00 36 Construction 10001 to 15000 square feet $15,766.00 $5,518.00 $10,248.00 37 Construction 15001 to 25000 square feet $20,916.00 $7,320.00 $13,595.00 38 Each additional 1000 square feet $879.00 $307.00 $571.00 I-4, R-4, Institutional, day care facilities, assisted living facilities 39 Construction 0 to 5000 square feet $4,826.00 $1,688.00 $3,137.00 40 Construction 5001 to 10000 square feet $8,473.00 $2,965.00 $5,507.00 41 Construction 10001 to 15000 square feet $11,369.00 $3,979.00 $7,390.00 42 Construction 15001 to 25000 square $15,766.00 $5,518.00 $10,248.00 43 Each additional 1000 square feet $964.00 $337.00 $627.00 Mercantile
44 Construction 0 to 5000 square feet $3,753.00 $1,313.00 $2,439.00 45 Construction 5001 to 10000 square feet $6,434.00 $2,251.00 $4,182.00 46 Construction 10001 to 15000 square feet $9,117.00 $3,190.00 $5,926.00 47 Each additional 1000 square feet $1,072.00 $374.00 $697.00 R-1 Residential, Hotels
48 Construction 0 to 5000 square feet $4,934.00 $1,727.00 $3,207.00 49 Construction 5001 to 10000 square feet $8,794.00 $3,078.00 $5,716.00 50 Construction 10001 to 15000 square feet $11,691.00 $4,091.00 $7,599.00 51 Each additional 1000 square feet $1,072.00 $374.00 $697.00 R-2 - Multiple Family
52 Construction 0 to 5000 square feet $4,826.00 $1,688.00 $3,137.00 53 Construction 5001 to 10000 square feet $8,580.00 $3,002.00 $5,577.00 54 Construction 10001 to 15000 square feet $11,477.00 $4,017.00 $7,460.00 55 Construction 15001 to 25000 square feet $15,875.00 $5,556.00 $10,318.00 56 Each additional 1000 square feet $1,179.00 $552.00 $627.00 R-3 Residential, One & Two Family - Dwellings (New or Additions) 57 Masonry 0 to 2000 square feet $2,895.00 $1,013.00 $1,882.00 58 Each additional 1000 square feet $1,608.00 $562.00 $1,045.00 59 Wood Frame 0 to 100 square feet (for lofts) $354.00 $123.00 $230.00 60 Wood Frame 101 to 500 square feet (for lofts) $707.00 $247.00 $459.00 61 Wood Frame 501 to 1000 square feet (for lofts) $1,072.00 $374.00 $697.00 62 Wood Frame 1001 to 2000 square feet (for lofts) $2,145.00 $750.00 $1,394.00 63 Each additional 1000 square feet (for lofts) $1,179.00 $413.00 $766.00 Item: 11
378
City of Lake Forest

BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Fee Description Total Plan Check Permit Note
64 Wood Frame 0 to 100 square feet $450.00 $158.00 $292.00 65 Wood Frame 101 to 500 square feet $922.00 $323.00 $599.00 66 Wood Frame 501 to 1000 square feet $1,393.00 $487.00 $905.00 67 Wood Frame 1001 to 2000 square feet $2,681.00 $938.00 $1,742.00 68 Each additional 1000 square feet $1,501.00 $525.00 $976.00 69 Basement - Semi-Finished $1,072.00 $374.00 $697.00
70 Basement - Unfinished $954.00 $333.00 $620.00
S-1 or S-2 - Storage - Moderate/Low Hazard
71 Construction 0 to 5000 square feet $2,466.00 $863.00 $1,603.00 72 Construction 5001 to 10000 square feet $4,076.00 $1,426.00 $2,649.00 73 Construction 10001 to 15000 square feet $5,469.00 $1,914.00 $3,555.00 74 Construction 15001 to 25000 square feet $8,258.00 $2,890.00 $5,368.00 75 Each additional 1000 square feet $815.00 $285.00 $529.00 S-2, public garages
76 Construction 0 to 5000 square feet $2,251.00 $788.00 $1,463.00 77 Construction 5001 to 10000 square feet $3,753.00 $1,313.00 $2,439.00 78 Construction 10001 to 15000 square feet $5,041.00 $1,764.00 $3,276.00 79 Construction 15001 to 25000 square feet $7,615.00 $2,665.00 $4,950.00 80 Each additional 1000 square feet $783.00 $273.00 $509.00 U - Utility - cell sites, miscellaneous
81 Wood frame Construction 0 to 500 square feet $536.00 $188.00 $348.00 82 Wood frame Construction 501 to 5000 square feet $2,145.00 $750.00 $1,394.00 83 Wood frame Construction 5001 to 10000 square ft. $3,432.00 $1,201.00 $2,231.00 84 Wood frame Construction 10001 to 15000 square ft. $4,504.00 $1,576.00 $2,928.00 85 Wood frame Construction 15001 to 25000 square ft. $6,757.00 $2,365.00 $4,392.00 86 Each additional 500 square feet $717.00 $251.00 $466.00 87 Masonry Construction 0 to 5000 square feet $2,251.00 $788.00 $1,463.00 88 Masonry Construction 5001 to 10000 square feet $3,647.00 $1,276.00 $2,370.00 89 Masonry Construction 10001 to 15000 square feet $5,041.00 $1,764.00 $3,276.00 90 Masonry Construction 15001 to 25000 square feet $7,507.00 $2,627.00 $4,879.00 91 Each additional 1000 square feet $749.00 $262.00 $487.00 92 Open Carport Construction 0 to 500 square feet $321.00 $112.00 $208.00 93 Open Carport Construction 501 to 5000 square feet $1,608.00 $562.00 $1,045.00 94 Open Carport Construction 5001 to 10000 square ft. $2,574.00 $900.00 $1,673.00 95 Open Carport Construction 10001 to 15000 square ft. $3,539.00 $1,238.00 $2,300.00 96 Open Carport Construction 15001 to 25000 square ft. $5,041.00 $1,764.00 $3,276.00 97 Each additional 1000 square feet $589.00 $206.00 $383.00 Item: 11
379
City of Lake Forest

BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Fee Description Total Plan Check Permit Note
98 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 12% 12% 12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule.

Item: 11
380
City of Lake Forest

BUILDING AND SAFETY FEES
Additional Fee for Air-Conditioning
Total Plan Check Permit Note
Additional Fee for Air-Conditioning
1 Commercial Construction 0 to 5000 square feet $664.00 $232.00 $431.00 2 Commercial Construction 5001 to 10000 square feet $944.00 $330.00 $613.00 3 Commercial Construction 10001 to 15000 square feet $1,179.00 $413.00 $766.00 4 Commercial Construction 15001 to 25000 square feet $1,715.00 $600.00 $1,115.00 5 Each additional 500 square feet $225.00 $78.00 $146.00 6 Residential Construction any size $611.00 $213.00 $397.00 Fee Description
Item: 11
381
City of Lake Forest

BUILDING AND SAFETY FEES
Tenant Improvement
Total Plan Check Permit Note
A-Assembly, all categories
1 Construction 0 to 5000 square feet $1,179.00 $413.00 $766.00 2 Construction 5001 to 10000 square feet $2,037.00 $712.00 $1,324.00 3 Construction 10001 to 15000 square feet $2,574.00 $900.00 $1,673.00 4 Each additional 1000 square feet $225.00 $78.00 $146.00 B-Business, all categories
5 Construction 0 to 5000 square feet $1,018.00 $356.00 $662.00 6 Construction 5001 to 10000 square feet $1,608.00 $562.00 $1,045.00 7 Construction 10001 to 15000 square feet $2,251.00 $788.00 $1,463.00 8 Construction 15001 to 25000 square feet $3,003.00 $1,051.00 $1,952.00 9 Each additional 1000 square feet $225.00 $78.00 $146.00 E-Educational
10 Construction 0 to 5000 square feet $964.00 $337.00 $627.00 11 Construction 5001 to 10000 square feet $1,501.00 $525.00 $976.00 12 Construction 10001 to 15000 square feet $2,145.00 $750.00 $1,394.00 13 Construction 15001 to 25000 square feet $2,895.00 $1,013.00 $1,882.00 14 Each additional 1000 square feet $225.00 $78.00 $146.00 F-1, F-2, H-1 thru 4, factory & industrial, hazard
15 Construction 0 to 5000 square feet $557.00 $195.00 $362.00 16 Construction 5001 to 10000 square feet $900.00 $315.00 $585.00 17 Construction 10001 to 15000 square feet $1,222.00 $427.00 $794.00 18 Construction 15001 to 25000 square feet $1,888.00 $661.00 $1,227.00 19 Each additional 1000 square feet $173.00 $60.00 $112.00 H-5, HPM
20 Construction 0 to 5000 square feet $1,115.00 $390.00 $725.00 21 Construction 5001 to 10000 square feet $1,994.00 $698.00 $1,296.00 22 Construction 10001 to 15000 square ft. $2,531.00 $886.00 $1,645.00 23 Construction 15001 to 25000 square ft. $3,474.00 $1,215.00 $2,259.00 24 Each additional 1000 square feet $192.00 $67.00 $124.00 I-1, I-2 - Institutional, convalescent hospitals, nursing home I-4, R-4, Institutional, day care facilities, assisted living facilities 25 Construction 0 to 5000 square feet $1,115.00 $390.00 $725.00 26 Construction 5001 to 10000 square feet $1,994.00 $698.00 $1,296.00 27 Construction 10001 to 15000 square ft. $2,531.00 $886.00 $1,645.00 28 Construction 15001 to 25000 square ft. $3,474.00 $1,215.00 $2,259.00 29 Each additional 1000 square feet $192.00 $67.00 $124.00 I-2, I-3, Institutional, hospital, restrained
30 Construction 0 to 5000 square feet $1,458.00 $510.00 $948.00 31 Construction 5001 to 10000 square feet $2,423.00 $848.00 $1,575.00 32 Construction 10001 to 15000 square feet $3,152.00 $1,103.00 $2,049.00 33 Construction 15001 to 25000 square feet $4,182.00 $1,463.00 $2,718.00 34 Each additional 1000 square feet $176.00 $61.00 $114.00 Fee Description
Item: 11
382
City of Lake Forest

BUILDING AND SAFETY FEES
Tenant Improvement
Fee Description Total Plan Check Permit Note
I-4, R-4, Institutional, day care facilities, assisted living facilities 35 Construction 0 to 5000 square feet $964.00 $337.00 $627.00 36 Construction 5001 to 10000 square feet $1,694.00 $592.00 $1,101.00 37 Construction 10001 to 15000 square feet $2,273.00 $795.00 $1,478.00 38 Construction 15001 to 25000 square $3,152.00 $1,103.00 $2,049.00 39 Each additional 1000 square feet $192.00 $67.00 $124.00 M - Mercantile
40 Construction 0 to 5000 square feet $804.00 $282.00 $522.00 41 Construction 5001 to 10000 square feet $1,179.00 $413.00 $766.00 42 Construction 10001 to 15000 square feet $1,608.00 $562.00 $1,045.00 43 Each additional 1000 square feet $203.00 $71.00 $132.00 R-3 Residential, Remodels
44 0 to 500 square feet $440.00 $153.00 $286.00
45 501 to 1000 square feet $654.00 $229.00 $425.00
46 1001 to 1500 square feet $858.00 $300.00 $557.00
47 1501 to 2500 square feet $1,275.00 $446.00 $829.00
48 Each additional 1000 square feet $97.00 $34.00 $63.00 49 Miscellaneous Construction Permit $182.00 $64.00 $118.00 R-1, R-2 Residential, Hotels, Multi-Family
50 Construction 0 to 5000 square feet $986.00 $345.00 $641.00 51 Construction 5001 to 10000 square feet $1,759.00 $615.00 $1,143.00 52 Construction 10001 to 15000 square feet $2,337.00 $818.00 $1,519.00 53 Each additional 1000 square feet $214.00 $75.00 $139.00 S-1 or S-2 - Storage, all categories
54 Construction 0 to 5000 square feet $632.00 $221.00 $411.00 55 Construction 5001 to 10000 square feet $900.00 $315.00 $585.00 56 Construction 10001 to 15000 square feet $1,072.00 $374.00 $697.00 57 Construction 15001 to 25000 square feet $1,608.00 $562.00 $1,045.00 58 Each additional 1000 square feet $149.00 $52.00 $97.00 S-2, public garages
59 Construction 0 to 5000 square feet $450.00 $158.00 $292.00 60 Construction 5001 to 10000 square feet $749.00 $262.00 $487.00 61 Construction 10001 to 15000 square feet $1,008.00 $353.00 $654.00 62 Construction 15001 to 25000 square feet $1,522.00 $533.00 $989.00 63 Each additional 1000 square feet $157.00 $54.00 $102.00 Item: 11
383
City of Lake Forest

BUILDING AND SAFETY FEES
Tenant Improvement
Fee Description Total Plan Check Permit Note
U - Utility - cell sites, miscellaneous
64 Wood frame Construction 0 to 500 square feet $106.00 $37.00 $69.00 65 Wood frame Construction 501 to 5000 square feet $428.00 $149.00 $278.00 66 Wood frame Construction 5001 to 10000 square ft. $686.00 $240.00 $446.00 67 Wood frame Construction 10001 to 15000 square ft. $900.00 $315.00 $585.00 68 Wood frame Construction 15001 to 25000 square ft. $1,351.00 $473.00 $878.00 69 Each additional 500 square feet $143.00 $50.00 $92.00 69 Masonry Construction 0 to 5000 square feet $450.00 $158.00 $292.00 70 Masonry Construction 5001 to 10000 square feet $729.00 $255.00 $474.00 71 Masonry Construction 10001 to 15000 square feet $1,008.00 $353.00 $654.00 72 Masonry Construction 15001 to 25000 square feet $1,501.00 $525.00 $976.00 73 Each additional 1000 square feet $149.00 $52.00 $97.00 73 Open Carport Construction 0 to 500 square feet $64.00 $22.00 $41.00 74 Open Carport Construction 501 to 5000 square feet $321.00 $112.00 $208.00 75 Open Carport Construction 5001 to 10000 square ft. $514.00 $179.00 $334.00 76 Open Carport Construction 10001 to 15000 square ft. $707.00 $247.00 $459.00 77 Open Carport Construction 15001 to 25000 square ft. $1,008.00 $353.00 $654.00 78 Each additional 1000 square feet $117.00 $41.00 $76.00 79 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees 12% 12% 12%
b) Electrical Fees 12% 12% 12%
c) Mechanical Fees 12% 12% 12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule.

Item: 11
384
City of Lake Forest

BUILDING AND SAFETY FEES
Electrical Permit Fees
Total Plan Check Permit Note
Electrical Fee Schedule
1 Service meter $58.99 $20.65 $38.34
2 Self-Contained Factory-Wired Appliances $37.54 $13.14 $24.40 3 Radiant Ceiling Heat (per room) $26.82 $9.39 $17.43
4 Fixture first 20 each $2.15 $0.75 $1.39
5 Each additional $1.06 $0.37 $0.69
6 Each metal vapor fixture on same pole $26.82 $9.39 $17.43 7 Each additional metal fixture on same pole $1.06 $0.37 $0.69 8 Power Apparatus 1 (HP- KW, KVA) $26.82 $9.39 $17.43
9 2 to 10 (HP< KW, KVA) $58.99 $20.65 $38.34
10 11 to 50 (HP< KW, KVA) $80.45 $28.16 $52.29
11 51 to 100 (HP< KW, KVA) $139.43 $48.80 $90.64
12 Above 100 (HP< KW, KVA) $160.89 $56.31 $104.58
13 Outlets first 20 each $2.15 $0.75 $1.39
14 Each Additional Outlet $2.15 $0.75 $1.39
15 Each 5 feet of multiple outlet assembly $21.46 $7.51 $13.95 16 Each multiple appliance outlet assembly $26.82 $9.39 $17.43 17 Signs 1 sign and 1 transformer $53.63 $18.77 $34.86
18 Each additional signs and transformer $6.44 $2.25 $4.18 19 Each extra transformer, flasher or time clock $6.44 $2.25 $4.18 20 Each additional sign and transformer (same lot) $53.63 $18.77 $34.86 21 Additional sign & transformer moved to same new location $26.82 $9.39 $17.43 22 Altering/changing letter on existing sign $48.26 $16.89 $31.37 23 Converting sign or decorative outlet tubing $48.26 $16.89 $31.37 24 Lamping Holding Devices First 20, each $1.62 $0.57 $1.05 25 More than 200 $0.21 $0.07 $0.13
26 Service and Switchboard Sections less than 600 V or A $58.99 $20.65 $38.34 27 Less than 600 volts: 601 to 1000 amps $101.89 $35.66 $66.24 28 Less than 600 volts: Over 1000 amps $117.99 $41.30 $76.69 29 Over 600 volt rating (all amperages) $139.43 $48.80 $90.64 30 Sub panel Change or Addition less than 600 V 1st Section $58.99 $20.65 $38.34 31 Less than 600 volts: Each Additional Section $37.54 $13.14 $24.40 32 More than 600 volts: 1st Section $139.43 $48.80 $90.64 33 More than 600 volts: Each Additional Section $48.26 $16.89 $31.37 34 Time Clock, Each $26.82 $9.39 $17.43
35 Relocated Residential Building Electrical: Pre-lowering $58.99 $20.65 $38.34 36 Building inspection, per 10 square feet $0.86 $0.30 $0.56 37 Garage, carport, same lot per 100 square feet $21.46 $7.51 $13.95 38 Relocated Commercial Building Pre-Lowering $58.99 $20.65 $38.34 39 Building Inspection (hourly rate) hourly rate hourly rate hourly rate 40 Under floor Ducts, per 100 ft. or fraction thereof $32.18 $11.26 $20.92 41 Busway, for trolley & plug-in type busway each 100 ft. $48.26 $16.89 $31.37 42 Annual Electrical Permit $182.34 $63.82 $118.53
43 Electrical Subpanel $37.54 $13.14 $24.40
Fee Description
Item: 11
385
City of Lake Forest

BUILDING AND SAFETY FEES
Mechanical Permit Fees
Total Plan Check Permit Note
Mechanical Fee Schedule
1 Forced air, gravity furnace with ducts & vents 100 KBTU $58.99 $20.65 $38.34 2 More than 100 KBTU $101.89 $35.66 $66.24
3 Evaporative cooler $42.91 $15.02 $27.89
4 Ventilating fan (each) $32.18 $11.26 $20.92
5 Ventilating system (each) $48.26 $16.89 $31.37
6 Hood with attached fan and ducts $58.99 $20.65 $38.34 7 Commercial incinerator installation or relocation $160.89 $56.31 $104.58 8 Cooling/reheating coil, electric strip heater $32.18 $11.26 $20.92 9 Incidental gas piping $32.18 $11.26 $20.92
10 Furnace or heater-floor mounted $58.99 $20.65 $38.34 11 Appliance vents $37.54 $13.14 $24.40
12 Heating, refrigeration, cooling, absorption, evaporation repair $48.26 $16.89 $31.37 13 Air handling unit 5000 CFM or less $48.26 $16.89 $31.37 14 More than 5000 CFM $80.45 $28.16 $52.29
15 Boiler, compressor, absorption system 5 HP, 100KBTU $80.45 $28.16 $52.29 16 More than 5 HP or 100 KBTU $139.43 $48.80 $90.64
17 Air conditioning or heating pups 5 tons/HP $80.45 $28.16 $52.29 18 Over 5 tons/HP $139.43 $48.80 $90.64
19 Non Listed, Regulated Appliance $42.91 $15.02 $27.89 Fee Description
Item: 11
386
City of Lake Forest

BUILDING AND SAFETY FEES
Plumbing Permit Fees
Total Plan Check Permit Note
Plumbing Fee Schedule
1 Gas Piping system 1-5 Outlets each plumbing fixture $32.25 $11.25 $20.75 2 Each additional outlet $21.25 $7.25 $13.75
3 Each building sewer, seepage pit, septic tank, sewer cap $58.75 $20.50 $38.00 4 Private sewer disposal system $101.75 $35.50 $66.00
5 Vacuum breaker, backflow, fixture on tank 1-5 device $32.25 $11.25 $20.75 6 Each additional device $3.00 $1.00 $2.00
7 Yard water dist system, gas system, yard collector (water & gas) $64.25 $22.25 $41.75 8 Gas regulator each $21.25 $7.25 $13.75
9 Temporary gas service $80.25 $28.00 $52.00
10 Temp work w/gas service residential $80.25 $28.00 $52.00 11 Temp work w/gas service commercial $101.75 $35.50 $66.00 12 Repipe $149.75
Fee Description
Item: 11
387
City of Lake Forest

BUILDING AND SAFETY FEES
Grading Fees
Total Plan Check Permit Note
Grading Fee Schedule
1 Preliminary/Rough Grading cost per acre up to 20 acres $621.00 $217.00 $403.00 2 Cost per acre over 20 acres $793.00 $277.00 $515.00
3 Precise Grading cost per acre up to 20 acres $2,789.00 $976.00 $1,812.00 4 Cost per acre over 20 acres $3,753.00 $1,313.00 $2,439.00 5 Site Electrical Underground $149.00 $52.00 $97.00
6 Site Plumbing Underground $149.00 $52.00 $97.00
7 Site Mechanical Underground $149.00 $52.00 $97.00
8 Site Accessibility $149.00 $52.00 $97.00
9 Reinspection $214.00 $75.00 $139.00
Fee Description
Item: 11
388
City of Lake Forest

BUILDING AND SAFETY FEES
Miscellaneous Fees
Total Plan Check Permit Note
Plan Review: Accessibility, Energy
1 Accessibility Plan Review $149.00
2 Energy Plan Review New Residential Building Self-Contained $149.00 3 Energy Plan Review New Nonresidential Building $203.00 4 Energy Plan Review Residential Room Addition $129.00
5 Energy Plan Review Tenant Improvement $171.00
6 Energy Plan Review Electrical $149.00
7 Energy Plan Review Plumbing $149.00
8 Energy Plan Review Mechanical $149.00
Other Fees
9 Permit Issuance Fee (Applies to All Permits) $32.00
10 Appeal Board Application $150 per hour with
$700 deposit
11 Awning/Canopy (Supported by Building) $300.00 $105.00 $195.00 12 Balcony/Deck - Addition/Repair (Residential) $450.00 $158.00 $292.00 13 Carport
a) First $374.00 $131.00 $243.00
b) Each Additional $188.00 $66.00 $121.00
14 Certificate of Occupancy
a) Temporary Certificate of Occupancy (per 30 Days) $262.00 b) Certificate of Occupancy $149.00
15 Change of Contractor $112.00
16 Commercial Miscellaneous Structures (e.g. Flagpoles, Spray Booths, Tanks, Equipment Foundations, Fountain Structures, Trash Enclosures, etc.)
$601.00 $210.00 $390.00
17 Fences
a) Six to eight feet in height
i) First 100 linear feet $337.00 $117.00 $220.00
ii) Each additional 100 linear feet, or fraction thereof $38.00 $13.00 $24.00 b) Over eight feet in height
i) First 100 linear feet $675.00 $236.00 $439.00
ii) Each additional 100 linear feet, or fraction thereof $74.00 $25.00 $48.00 18 Fireplace $487.00 $170.00 $317.00
19 Geotechnical Engineering T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
20 Patio Covers
a) 0 to 200 square feet $225.00 $78.00 $146.00
b) 201 square feet and larger $374.00 $131.00 $243.00
21 Parking Lots - Restriping / Resurfacing (per hour) $149.00 22 Partition $300.00 $105.00 $195.00
Fee Description
Item: 11
389
City of Lake Forest

BUILDING AND SAFETY FEES
Miscellaneous Fees
Fee Description Total Plan Check Permit Note
23 Pool / Spa
a) Swimming Pool / Spa $900.00 $315.00 $585.00
b) Detached Spa / Water Feature $300.00 $105.00 $195.00 c) Gunite Alteration $450.00 $158.00 $292.00
d) Equipment Change-out Alone $225.00 $78.00 $146.00
24 Re-Roof
a) Without calculations
i) Up to 2,000 square feet $225.00 $78.00 $146.00
ii) Each additional 1,000 square feet or fraction thereof $74.00 $25.00 $48.00 b) With calculations
i) Up to 2,000 square feet $374.00 $131.00 $243.00
ii) Each additional 1,000 square feet or fraction thereof $70.00 $24.50 $45.50 25 Retaining Wall 3 to 6 feet high
a) First 400 square feet $337.00 $117.00 $220.00
b) Each additional 400 square feet, or fraction thereof $38.00 $13.00 $24.00 26 Retaining wall more than 6 feet high (per 400 square feet) a) First 400 square feet $675.00 $236.00 $439.00
b) Each additional 400 square feet, or fraction thereof $74.00 $25.00 $48.00 27 Seismic Reinforcement 25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
28 Signs (per sign) $149.00 $52.00 $97.00
29 Skylights, Windows, Doors
a) Each Residential Job $188.00 $66.00 $121.00
b) Each Commercial Job $337.00 $117.00 $220.00
30 Slab Only 100% of PC;
25% of Permit
100% of Applicable
Fee
25% of Applicable
Fee
31 Solar
a) Residential Systems (Expedited Process) $262.00 $91.00 $170.00 [a] b) Residential Systems (All Others) - See note for > 15kW or 10kWth
$450.00 $158.00 $292.00 [a]
c) Commercial Systems - See note for > 50kW or 30kWth $1,000.00 $350.00 $650.00 [b] 32 Storage Racks (Commercial)
a) First 100 linear feet $450.00 $158.00 $292.00
b) Each additional 100 linear feet $24.00 $8.00 $16.00
33 Stucco Application
a) First 500 square feet $300.00 $105.00 $195.00
b) Each additional 500 square feet $38.00 $13.00 $24.00 34 Temporary Trailer $149.00
35 Water Heater Change-Out $85.00 $29.00 $55.00
Item: 11
390
City of Lake Forest

BUILDING AND SAFETY FEES
Miscellaneous Fees
Fee Description Total Plan Check Permit Note
36 Other Fees and Charges
a) Miscellaneous Plan Check (per hour) $149.00
b) Miscellaneous Inspection (per hour) $149.00
c) Re-Inspection, Missed Inspection (each) $149.00 [c]
d) Phased Inspection (each) $75.00 [d]
e) After Hours Inspection (per hour; 4-hour minimum) $188.00 f) Preliminary Plan Review (per hour) $149.00
g) Excess Plan Review (per hour) $149.00 [e]
h) Plan Check Revisions (per hour) $149.00
37 Credit Card Transaction Fee 3% - Direct pass-through to vendor 38 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee [c] Re-inspection fee applies after 2nd re-inspection (i.e. applicable at 3rd re-inspection). [d] Fee is per phased inspection. Fee is in addition to base applicable permit and plan check fees. [e] Excess plan review fee applies after 3rd review (i.e. applicable at 4th plan review). [a] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450. Fees in excess of these amounts require written findings and resolution or ordinance. [b] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance.

Item: 11
391
City of Lake Forest

COMMUNITY PRESERVATION FEES
Fee Charge Basis Note
1 Massage Establishment Permit Application
a) Initial $516 Fixed Fee
b) Renewal $516 Fixed Fee
2 Massage Establishment Appeal $500 Fixed Fee
3 Shopping Cart Containment Plan $387 Fixed Fee
4 Property Impound Fee
a) If a hauler is used $696 Fixed Fee
b) If no hauler is used $280 Fixed Fee
Activity Description
Item: 11
392
City of Lake Forest

RECREATION FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 Non-Lighted
(Grass)
No Charge $2 Per Hour
Per Field
$15 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$50 Per Hour
Per Field
2 Lighted - (Grass) No Charge $8 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$45 Per Hour
Per Field
$50 Per Hour
Per Field
$70 Per Hour
Per Field
3 Non-Lighted
(Synthetic)
No Charge $4 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$55 Per Hour
Per Field
4 Lighted - (Synthetic) No Charge $10 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$45 Per Hour
Per Field
$50 Per Hour
Per Field
$55 Per Hour
Per Field
$75 Per Hour
Per Field
5 Tournament Rates No Charge $400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$500
Per Field
6 Other Tournament
Fees
No Charge
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 One Court No Charge $15 Per Hour $25 Per Hour $35 Per Hour $35 Per Hour $50 Per Hour $65 Per Hour $75 Per Hour 2 Full Court No Charge $15 Per Hour $50 Per Hour $70 Per Hour $70 Per Hour $100 Per Hour $130 Per Hour $150 Per Hour 3 Tournament Rates No Charge $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $200 Per Hour 4 Other Gymnasium
Tournament Fees
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 Half Court No Charge $5 Per Hour $8 Per Hour $10 Per Hour $13 Per Hour $15 Per Hour $20 Per Hour $25 Per Hour 2 Full Court No Charge $10 Per Hour $15 Per Hour $20 Per Hour $25 Per Hour $30 Per Hour $40 Per Hour $50 Per Hour Hourly Sports Field User Rates
$500 Trash/Janitorial (Per Two Day Tournament)
$500 Field Prep Fee (Baseball/Softball) Per Day
Hourly Gymnasium User Rates
$500 Trash/Janitorial (Per Two Day Tournament)
Hourly Outdoor Basketball User Rates - Sports Park
Item: 11
393
City of Lake Forest

RECREATION FEES
1 2
3 4
5 6
7 8
Overview of User Groups
Group 7 - Commercial entities or organizations located in Lake Forest.

Group 8 - Commercial entities or organizations not located in Lake Forest.

Group 1 - Recreation activities sponsored or conducted by the City of Lake Forest.

Group 2 - Non-profit youth sports leagues open to the public with an "everyone plays" philosophy and a minimum of ninety (90) percent of participants being Lake Forest Residents and activities sponsored or conducted by Saddleback Unified School District.

Group 3 - Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.

Group 4 - Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.

Group 5 - Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.

Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.

Item: 11
394
City of Lake Forest

RECREATION FEES
# Description
Non-Profit Organization /
Lake Forest Resident
Non-Resident /
Commercial User Group Fee
1 Adult Softball Team Fee $500 Per Team $550 Per Team n/a 2 Athletic Field / Gymnasium Vendor Fees $25 Per Tournament $50 Per Tournament n/a 3 Open Gym Daily Program Fee $5 Daily $10 Daily n/a
4 Open Gym Yearly Program Fee $120 Yearly Pass $240 Yearly Pass n/a 5 Open Gym ID Card Replacement Fee $10 Per Lost Card $10 Per Lost Card n/a 6 Adult Basketball Team Fee n/a n/a $300
7 Adult Volleyball Team Fee n/a n/a $200
8 Skatepark Annual Membership $50 Age 17 or Younger
$10 Each Add'l Child
$100 Age 18 or Older
$150 Per Person n/a
9 Skatepark Quarterly Membership $20 Age 17 or Younger
$10 Each Add'l Child
$30 Age 18 or Older
$40 Per Person n/a
10 Skatepark Day Pass $3 Age 17 or Younger
$5 Age 18 or Older
$6 Per Person n/a
11 Skatepark ID Card Replacement Fee $10 Per Lost Card $10 Per Lost Card n/a 12 Kids Factory Participant Enrollment Fee [a] $860 per year; $430 per semester
n/a n/a
13 Non-Profit Group Park Rental Fee n/a n/a $5 per participant, per session
14 Park/Gazebo Reservations for Groups of 50 or Less
a) Baker Ranch and Sports Park $100 Per Rental $200 Per Rental n/a b) All Others $50 Per Rental $150 Per Rental n/a
15 Special Event Park Permit for Groups of 51 - 250
People
$250 per rental,
plus $500 cleaning deposit
$500 per rental,
plus $500 cleaning deposit
n/a
16 Special Event Park Permit for Groups of More than
250 People (Commons - Sports Park)
$500 per rental,
plus $1,000 cleaning
deposit
$1,000 per rental,
plus $1,000 cleaning
deposit
n/a
17 Film Fee TBD - Based on Director
Approval and Project Type
TBD - Based on Director
Approval and Project Type
n/a
# Description Offense Outcome
First Offense Warning to User Group
Second Offense $20 per Field Penalty
Third Offense $35 per Field Penalty and
Potential Loss of Future
Field Time
[a] Payable on a monthly basis by request.

Assigned Field/Gymnasium Time "No Show" Policy Outcome and Fees 1 Assigned Field/Gymnasium Time "No Show" Policy
Outcome and Fees
Item: 11
395
City of Lake Forest

RECREATION FEES
1 2
3 4
5 6
7 8
Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.

Group 7 - Commercial entities or organizations located in Lake Forest.

Group 8 - Commercial entities or organizations not located in Lake Forest.

Classification of User Groups
Group 1 - Recreation activities sponsored or conducted by the City of Lake Forest.

Group 3 - Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.

Group 4 - Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.

Group 5 - Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.

Item: 11
396
City of Lake Forest

SKATEPARK RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Skatepark No Charge $100 $100 $125 $150 $175 $225 $500 1 2
3 4
5 6
7 Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Skatepark Hourly Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Item: 11
397
City of Lake Forest

SPORTS PARK ROOM RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Small Meeting Room No Charge No Charge $25 $30 $45 $50 $60 $100 2 Large Meeting Room No Charge No Charge $45 $60 $75 $100 $120 $200 1 2
3 4
5 6
7 # Description Fee
1 TV/DVD $25
2 Podium No Charge
Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Sports Park Room Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Additional Rental Fees (Per Use)
* See Sports Park and Recreation Center Facility Use Policy for rental requirements/procedures and other miscellaneous use fees.

Item: 11
398
City of Lake Forest

COMMUNITY CENTER RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit Occupants 1 Sequoia (3 Rooms) No Charge $180 $240 $300 $480 $600 $750 $500 1,124 2 Redwood plus Oak /
Eucalyptus (2 Rooms)
No Charge $120 $160 $200 $320 $400 $480 $250 742
3 Eucalyptus No Charge $75 $100 $125 $200 $250 $300 $200 382 4 Oak No Charge $75 $100 $125 $200 $250 $300 $200 373
5 Redwood No Charge $75 $100 $125 $200 $250 $300 $200 369 6 Maple No Charge $50 $60 $70 $80 $90 $110 $50 60
7 Hickory No Charge $30 $40 $50 $60 $70 $90 $50 32
8 Palm No Charge $25 $35 $45 $55 $65 $85 $50 24
9 Spruce No Charge $20 $30 $40 $50 $60 $75 $50 18
10 Cypress No Charge $20 $30 $40 $50 $60 $75 $50 16
11 Courtyard No Charge $50 $75 $100 $150 $200 $250 $200 223 12 Turf Area
(Center of Campus)
No Charge $50 $75 $100 $150 $200 $250 $200
13 Kitchen No Charge $10 $20 $25 $35 $40 $50 $200
1 2
3 4
5 6
7 # Description Fee
1 Dance Floor $400
2 LCD Projector $100
3 TV/DVD $25
4 American Flag No Charge
5 Easel No Charge
6 Podium No Charge
Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Community Center Hourly Rental Fees (Per Hour)
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee Overview of User Groups
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Audio and Visual Equipment Fees
Item: 11
399
City of Lake Forest

COMMUNITY CENTER RENTAL FEES
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Other Fees, If Applicable
Item: 11
400
City of Lake Forest

PERFORMING ARTS CENTER RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Dressing Room Only No Charge $100 $100 $125 $150 $175 $225 $500 2 Stage Area Only No Charge $125 $125 $150 $175 $200 $250 $500 3 Stage & Lobby Area No Charge $150 $150 $175 $200 $225 $275 $500 4 Box Office Use No Charge $50 per day $50 per day $50 per day $50 per day $50 per day $50 per day $50 5 Storage Use No Charge $50 per day $50 per day $50 per day $50 per day $50 per day $50 per day 1 2
3 4
5 6
7 # Description Fee
1 Piano $100 per day
2 Lapel Mics $100
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Overview of User Groups
Performing Arts Center Hourly Rental Fees (Per Hour)
Discounted Rate for Rehearsal Use
Rentals for Rehearsal Use Only Will be 60% of Hourly Rate Listed Above Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee Group 7: Commercial entities or organizations not located in Lake Forest.

Equipment Fees
Other Fees, If Applicable
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Item: 11
401
City of Lake Forest

CLUBHOUSE RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Multipurpose Rm. No Charge $120 $160 $200 $320 $400 $480 $200 2 Kitchen No Charge $10 $20 $25 $35 $40 $50 n/a
3 Outdoor Patio Area No Charge $50 $75 $100 $150 $200 $250 $200 1 2
3 4
5 6
7 # Description Fee
1 LCD Projector $100
2 TV/DVD $25
3 American Flag No Charge
4 Easel No Charge
5 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Clubhouse Hourly Rental Fees (Per Hour)
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee Overview of User Groups
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Other Fees, If Applicable
Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Audio and Visual Equipment Fees
Item: 11
402
City of Lake Forest

LIABILITY INSURANCE REVIEW/PURCHASE FEES
Fee Charge Basis Note
1 Liability Insurance Review/Purchase on Behalf of Applicant a) Actual Cost of Insurance Actual Cost Pass Through
b) Plus, City Administrative Fee $50 Fixed Fee
Activity Description
Item: 11
403
City of Lake Forest

PARKING PERMIT FEES
Fee Charge Basis Note
1 Parking Permit
a) Resident Parking Permit $20 per year [a]
b) Oversized Commercial Vehicle Parking Permit $40 per year c) Recreational Vehicle Parking Permit $0 (No Charge) no charge d) Commercial Passenger Van (e.g. Sprinter Van) Parking Permit $0 (No Charge) no charge e) Guest Parking (Online) $0 (No Charge) no charge
[a] Fee amount represents 50% of City permit processing costs.

Activity Description
Item: 11
404
City of Lake Forest

ELECTRIC VEHICLE CHARGING STATION FEES
Fee Charge Basis Note
1 Electric Vehicle Charging Stations
a) Base Charging Rate $0.30 per kWh
b) Hourly Rate for vehicles occupying charging station after being fully charged
$6.00 per hour
Activity Description
Item: 11
405
City of Lake Forest

ADMINISTRATIVE FEES
Fee Charge Basis Note
1 Passport Fee $35 Fixed Fee [a]
2 Notary Fee $15 Per Signature [b]
3 Records Retention / Imaging Fee
a) Permits $5 Each
b) Plans
i) Base Fee $10 Each
ii) Plus, per page Fee $1.60 Per Page
4 Public Meeting Audio / Digital Copy $20 Fixed Fee
5 Photocopying
a) First Copy $0.75 Fixed Fee
b) Each Additional Copy to 99 $0.15 Fixed Fee
c) 100 to 299 Copies $15.00 Deposit
d) 300+ Copies $45.00 Deposit
6 Requests Requiring Special Programming / Formatting Actual Cost Deposit 7 Map Duplication
a) Oversized Copies Actual Cost Deposit
8 Appeal of Citation/Fine Issued for Water Quality Offense $500, plus $2,500 deposit to cover
attorney and
consultant costs
Fixed Fee, plus pass-through [c]
9 Witness / Subpoena Fees
a) Witness Fee
i) Employees $275.00 Per Day [d]
ii) Mileage Fees (per mile, each way) $0.20 Per Mile [d] b) Subpoena Fee $15.00 Fixed Fee [d]
10 Fair Political Practices Commission
a) Research Records $5.00 Per hour [a]
b) Reproduction of Records $0.10 Per page [a]
11 Ballot Initiative Petition Processing Fee $200.00 Each [b] 12 Candidates Statements of Qualifications $25.00 Each [b] 13 Certification of Records $1.00 Per Document
14 Postage, If Applicable Actual Cost Per Mailing [e]
[e] City will charge actual postage costs upon request for mailing.

Activity Description
[a] Fee set by US Government. All fees shown intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law.
[b] Fee set by State. Fee intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law. [c] City fee for in-house support will be fixed at $500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g.

City Attorney, etc.).
[d] Conforms to California Government Code Section 68096.1. Witness fees paid at tender of subpoena plus full cost that City incurs in terms of salary and traveling expenses for employee.

Item: 11
406
City of Lake Forest

FINANCE FEES
Fee Charge Basis Note
1 Non-Sufficient Funds Transaction $25 per transaction
2 Credit Card Transaction Fee 3% of fees paid [a]
[a] Fee only applies when vendor service collects a transaction fee for credit card processing.

Activity Description
Item: 11
407
City of Lake Forest

VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE Fee Charge Basis Note
1 Removal, Impound, Storage or Release of Vehicles
a) Due to driving without a license or with a suspended or revoked license $154 each b) Pursuant to other specific Vehicle Code violations $154 each 2 Responding to False Alarm Fee (Businesses and Residents) a) First and Second Response $0 (No Charge) each
b) Third and Subsequent Responses $151 each
Activity Description
* These fees are intended to mirror fees authorized by the Orange County Sheriff's Department (OCSD). OCSD provides police services to the City of Lake Forest, under contract. If OCSD updates fees subsequent to the adoption of this schedule, this schedule shall be presumed to reflect updated amounts. In the case of discrepancies, fee amounts authorized by OCSD shall supersede the amounts listed above.

Item: 11
408
ATTACHMENT 2
Item: 11
409
Services / Activities / Subject Matter Page
PLANNING FEES 2
ENGINEERING FEES 6
BUILDING AND SAFETY FEES 8
COMMUNITY PRESERVATION FEES 24
RECREATION FEES 25
SKATE PARK RENTAL FEES 30
SPORTS PARK ROOM RENTAL FEES 31
COMMUNITY CENTER RENTAL FEES 32
PERFORMING ARTS HALL RENTAL FEES 34
CLUBHOUSE RENTAL FEES 35
LIABILITY INSURANCE REVIEW/PURCHASE FEES 36
ELECTRIC VEHICLE CHARGING STATION FEES 37
PARKING PERMIT FEES 38
ADMINISTRATIVE FEES 39
FINANCE FEES 41
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE 42 City of Lake Forest

ILLUSTRATION OF CURRENT FEES AND PROPOSED FEES
Item: 11
410
City of Lake Forest

PLANNING FEES
Current Fee Proposed Fee Charge Basis Note Comment
1 Accessory Dwelling Unit (ADU) Permits $665 $687 Fixed Fee 2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment $285 $294 Fixed Fee b) Multiple Addresses - Change of Addresses / New Assignment $3,000 $3,000 Deposit c) Street Name Assignment $3,000 $3,000 Deposit
3 Adult Business License
a) Adult Business License $1,900 $1,963 Fixed Fee
b) Performer License $190 $196 Fixed Fee
4 Appeal
a) Appeal to Planning Commission $1,500 Base Fee,
plus $5,000 deposit
to cover attorney
and consultant costs
$1,500 Base Fee,
plus $5,000 deposit
to cover attorney
and consultant costs
Fixed Fee, plus pass-through [a]
b) Appeal to City Council $1,500 Base Fee,
plus $5,000 deposit
to cover attorney
and consultant costs
$1,500 Base Fee,
plus $5,000 deposit
to cover attorney
and consultant costs
Fixed Fee, plus pass-through [a]
c) Appeal Hearing Fee $85
5 Area Plan $12,000 $12,000 Deposit
6 Changed Plan
a) Administrative Review $950 $981 Fixed Fee
b) Planning Commission Review $3,000 $3,000 Deposit
7 Cyber Café License Fee $380 Fixed Fee
a) Permit Application $380 Fixed Fee
b) Permit Renewal $190 Fixed Fee
8 Determination of Public Convenience or Necessity $3,000 $3,000 Deposit 9 Development Agreement $12,000 $12,000 Deposit
10 Donation Collection Box (DCB) Permit
a) Permit Application $380 $393 Fixed Fee
b) Permit Renewal $190 $196 Fixed Fee
Activity Description
2 Item: 11
411
City of Lake Forest

PLANNING FEES
Activity Description Current Fee Proposed Fee Charge Basis Note Comment 11 Entertainment Permit
a) Entertainment Permit $380 $393 Fixed Fee
b) Entertainment Permit - Renewal $380 $393 Fixed Fee
12 Environmental Review (Initial Study/Neg Dec./EIR, etc.) Deposit TBD T&M plus 15%
admin fee
Deposit TBD
T&M plus 15%
admin fee
Deposit
13 Eucalyptus Tree Cutting Permit $0 (No Charge) $0 (No Charge) No charge 14 Feature Plan $12,000 $12,000 Deposit
15 General Plan Amendment $12,000 $12,000 Deposit
16 Noise Standard Deviation Application Review $760 $785 Fixed Fee 17 Orange County Fire Authority Permit Administrative Fee $48 $49 Fixed Fee 18 Outdoor Vending Permit
a) Initial $760 $785 Fixed Fee
b) Renewal $285 $294 Fixed Fee
19 Peer-Reviewed Technical Studies Deposit TBD
T&M plus 15%
admin fee
Deposit TBD
T&M plus 15%
admin fee
Deposit
20 Planned Sign Program
a) Planned Sign Program (Administrative Review) $540 $2,500 Deposit b) Planned Sign Program (Planning Commission Review) $3,000 $6,000 Deposit 21 Pre-Application $3,000 $4,000 Deposit
22 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
$600 $600 Deposit [b]
23 Review of By-Right Multi-family Residential Project $3,000 $3,000 Deposit [c] 24 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.) a) Agricultural Sales $190 $196 Fixed Fee
b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) $190 $196 Fixed Fee 3 Item: 11
412
City of Lake Forest

PLANNING FEES
Activity Description Current Fee Proposed Fee Charge Basis Note Comment 25 Site Development Permit
a) Administrative Review $3,000 $3,000 Deposit [d]
b) Planning Commission Review $6,000 $6,000 Deposit [d] c) Not Exempt from CEQA $12,000 $12,000 Deposit [d]
26 Special Event Permit Application Review $475 $491 Fixed Fee 27 Specific Plan $12,000 $12,000 Deposit
28 Temporary Outdoor Promotion Permit Application Review $190 $196 Fixed Fee 29 Temporary Promotional Wall Banner Permit
a) Non-Commercial $0 (No Charge) $0 (No Charge) Fixed Fee b) Commercial $95 $98 Fixed Fee
30 Tentative Map
a) Tentative Parcel Map (TPM) $9,000 $9,000 Deposit
b) Tentative Tract Map (TTM) $12,000 $12,000 Deposit
c) Revised TPM / TTM $6,000 $6,000 Deposit
31 Use Permit
a) Minor $3,000 $3,000 Deposit
b) Major $6,000 $6,000 Deposit
c) Not Exempt from CEQA $12,000 $12,000 Deposit
32 Variance $6,000 $6,000 Deposit
33 Wireless Communication Facilities (WCF) Permit (per WCF) $950 $981 Fixed Fee 34 Zone Change $12,000 $12,000 Deposit
35 Zoning/Property Information Letter
a) Zoning/Property Information Letter - Basic $333 $343 Fixed Fee [e] b) Zoning/Property Information Letter - Comprehensive $750 $750 Deposit 36 Credit Card Transaction Fee 3% - Direct pass-through to vendor3% - Direct pass-through to vendor Fixed Fee 4 Item: 11
413
City of Lake Forest

PLANNING FEES
Activity Description Current Fee Proposed Fee Charge Basis Note Comment 37 Hourly Rate for Deposit Based Services and Planning Services Not Otherwise Listed In This Fee Schedule

a) Planning (In-House and Contract Service Planning) $190 $196 per hour b) Engineering/Inspection In-House Development Review $183 $189 per hour c) Building and Safety Program Development Review $145 $150 per hour d) City Clerk Program Development Review $158 $163 per hour e) City Manager Program Development Review $178 $184 per hour f) Community Services Support Development Review $211 $218 per hour g) Finance Development Review Support $121 $125 per hour h) IT / GIS Development Review Support $121 $125 per hour i) Community Preservation Development Review Support $126 $130 per hour j) Police / Law Enforcement Development Review Support $138 $143 per hour [f] k) Contract Services Support (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
T&M plus 15%
administrative fee
per hour
[c] Requires review of Objective Design Standards, Affordability Covenant, Applicable State Codes/Laws. [d] As determined by the Director of Development Services. [e] Requests for basic property information include up to 1.75 hours of staff time. [f] Or pass-through of Orange County Sheriff Department hourly billing rate for staff support. [b] No fee applies for first two hours. For discussions requiring more than two total hours of staff consultation, a deposit account shall be opened.

Full Cost Deposits for Multiple Applications
When more than one Full Cost application is submitted, the sum total of the initial full cost deposit amount can be reduced by 25%. [a] City fee for in-house support will be fixed at $1,500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. contract Planning, City Attorney, etc.).
5 Item: 11
414
City of Lake Forest

ENGINEERING FEES
Current Fee Proposed Fee Charge Basis Note Comment
1 Map Checking $5,000 $5,000 Deposit
2 Lot Line Adjustments $5,000 $5,000 Deposit
3 Improvement Plan Check and Inspection $5,000 $5,000 Deposit 4 Grading Plan Check and Inspection $5,000 $5,000 Deposit 5 Encroachment Permit Inspection (Annual) $5,000 $5,000 Deposit 6 Easement Plan Check $5,000 $5,000 Deposit
7 Water Quality Management Plan $5,000 $5,000 Deposit
8 General Encroachment Permit
(for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days $641 $662 Fixed Fee
b) Each Additional Day $275 $284 Fixed Fee
9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
$825 $825 Deposit [a]
10 Encroachment Permit - Minor Traffic Control Review
(per page; per sheet)

a) 1st page; 1st sheet $190 $190 Fixed Fee
b) Each Additional page/sheet $95 $95 Fixed Fee
11 Retroactive Permit for Front Yard Improvements In City Right-of-Way (behind sidewalk)
$0 (No Charge) $0 (No Charge) No charge [b]
12 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee
$137 plus Deposit $141 plus Deposit Fixed Fee plus
Deposit
13 Sidewalk Vending Permit
a) Initial $183 $189 Fixed Fee
b) Renewal $92 $95 Fixed Fee
14 Transportation Permit
a) Single Trip $16 $16 Fixed Fee [c]
b) Annual $90 $90 Fixed Fee [c]
15 Commercial Vending Vehicles Permit
a) Initial $189 Fixed Fee
b) Renewal $95 Fixed Fee
Activity Description
6 Item: 11
415
City of Lake Forest

ENGINEERING FEES
Activity Description Current Fee Proposed Fee Charge Basis Note Comment 16 Expand the Forest $125 $129 Fixed Fee [d]
17 Credit Card Transaction Fee 3% - Direct pass-through to vendor3% - Direct pass-through to vendor Fixed Fee 18 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee 2x Permit Fee Fixed Fee 19 Miscellaneous Public Works Support Services - Hourly Rate for Deposit Based Services and Public Works Services Not Otherwise Listed In This Fee Schedule

a) Public Works In-House Land Development Review and Permit Processing
$183 $189 per hour
b) Contract Service Support (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
T&M plus 15%
administrative fee
per hour
Note: Deposit amounts listed are typical minimum amounts. The City reserves the right to request a adjusted/higher deposit based on complexity of project or frequency of inspections needed. [b] Occasionally the City has reserved a 2 or 3 foot City easement for utilities or other purposes behind the sidewalk (in front yard) but typically the easement is rarely used. [c] Fee is intended to mirror amounts established by State of California. [d] Cost per contract to replace trees can change if contract price varies. [a] General encroachment work includes any activity within the public right of way. Fixed fee permit applies to typical utility work with standard WATCH manual traffic control. More complex work requiring additional plan check/traffic control, plan review, testing, and/or inspection, requires a deposit. 7 Item: 11
416
City of Lake Forest

BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Fees Proposed Fees
Total Plan Check Permit Total Plan Check Permit Note
Assembly - Restaurants, Bars, Nightclubs
1 Construction 0 to 5000 square feet $5,295.00 $1,853.00 $3,442.00 $5,469.00 $1,914.00 $3,555.00 2 Construction 5001 to 10000 square feet $9,449.00 $3,307.00 $6,142.00 $9,760.00 $3,416.00 $6,344.00 3 Each additional 1000 square feet $1,454.00 $509.00 $945.00 $1,501.00 $525.00 $976.00 Assembly - All Other
4 Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 $4,612.00 $1,614.00 $2,997.00 5 Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 $8,044.00 $2,815.00 $5,229.00 6 Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 $11,047.00 $3,866.00 $7,181.00 7 Construction 15001 to 25000 square feet $14,640.00 $5,124.00 $9,516.00 $15,123.00 $5,293.00 $9,829.00 8 Each additional 1000 square feet $1,038.00 $363.00 $675.00 $1,072.00 $374.00 $697.00 B - Business
9 Construction 0 to 5000 square feet $5,192.00 $1,817.00 $3,375.00 $5,363.00 $1,876.00 $3,486.00 10 Construction 5001 to 10000 square feet $9,345.00 $3,271.00 $6,074.00 $9,653.00 $3,378.00 $6,274.00 11 Construction 10001 to 15000 square feet $12,045.00 $4,216.00 $7,829.00 $12,442.00 $4,355.00 $8,087.00 12 Construction 15001 to 25000 square $16,509.00 $5,778.00 $10,731.00 $17,053.00 $5,968.00 $11,085.00 13 Each additional 1000 square feet $934.00 $327.00 $607.00 $964.00 $337.00 $627.00 E, Business - Educational, Schools
14 Construction 0 to 5000 square feet $4,465.00 $1,563.00 $2,902.00 $4,612.00 $1,614.00 $2,997.00 15 Construction 5001 to 10000 square feet $7,788.00 $2,726.00 $5,062.00 $8,044.00 $2,815.00 $5,229.00 16 Construction 10001 to 15000 square feet $10,695.00 $3,743.00 $6,952.00 $11,047.00 $3,866.00 $7,181.00 17 Construction 15001 to 25000 square $14,640.00 $5,124.00 $9,516.00 $15,123.00 $5,293.00 $9,829.00 18 Each additional 1000 square feet $1,038.00 $363.00 $675.00 $1,072.00 $374.00 $697.00 F-1, F-2, H-1 thru 4, factory & industrial, hazard
19 Construction 0 to 5000 square feet $2,700.00 $945.00 $1,755.00 $2,789.00 $976.00 $1,812.00 20 Construction 5001 to 10000 square feet $4,361.00 $1,526.00 $2,835.00 $4,504.00 $1,576.00 $2,928.00 21 Construction 10001 to 15000 square feet $5,918.00 $2,071.00 $3,847.00 $6,113.00 $2,139.00 $3,973.00 22 Construction 15001 to 25000 square $9,137.00 $3,198.00 $5,939.00 $9,438.00 $3,303.00 $6,134.00 23 Each additional 1000 square feet $841.00 $294.00 $547.00 $868.00 $303.00 $565.00 H-5, HPM
24 Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 $5,578.00 $1,952.00 $3,625.00 25 Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 $9,975.00 $3,491.00 $6,484.00 26 Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 $12,656.00 $4,429.00 $8,226.00 27 Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 $17,376.00 $6,081.00 $11,294.00 28 Each additional 1000 square feet $934.00 $327.00 $607.00 $964.00 $337.00 $627.00 Fee Description
8 Item: 11
417
City of Lake Forest

BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Fees Proposed Fees
Fee Description Total Plan Check Permit Total Plan Check Permit Note I-1, I-2 - Institutional, convalescent hospitals, nursing home 29 Construction 0 to 5000 square feet $5,400.00 $1,890.00 $3,510.00 $5,578.00 $1,952.00 $3,625.00 30 Construction 5001 to 10000 square feet $9,657.00 $3,380.00 $6,277.00 $9,975.00 $3,491.00 $6,484.00 31 Construction 10001 to 15000 square ft. $12,252.00 $4,288.00 $7,964.00 $12,656.00 $4,429.00 $8,226.00 32 Construction 15001 to 25000 square ft. $16,821.00 $5,887.00 $10,934.00 $17,376.00 $6,081.00 $11,294.00 33 Each additional 1000 square feet $934.00 $327.00 $607.00 $964.00 $337.00 $627.00 I-2, I-3, Institutional, hospital, restrained
34 Construction 0 to 5000 square feet $7,060.00 $2,471.00 $4,589.00 $7,292.00 $2,552.00 $4,740.00 35 Construction 5001 to 10000 square feet $11,734.00 $4,107.00 $7,627.00 $12,121.00 $4,242.00 $7,878.00 36 Construction 10001 to 15000 square feet $15,263.00 $5,342.00 $9,921.00 $15,766.00 $5,518.00 $10,248.00 37 Construction 15001 to 25000 square feet $20,248.00 $7,087.00 $13,161.00 $20,916.00 $7,320.00 $13,595.00 38 Each additional 1000 square feet $851.00 $298.00 $553.00 $879.00 $307.00 $571.00 I-4, R-4, Institutional, day care facilities, assisted living facilities 39 Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 $4,826.00 $1,688.00 $3,137.00 40 Construction 5001 to 10000 square feet $8,203.00 $2,871.00 $5,332.00 $8,473.00 $2,965.00 $5,507.00 41 Construction 10001 to 15000 square feet $11,006.00 $3,852.00 $7,154.00 $11,369.00 $3,979.00 $7,390.00 42 Construction 15001 to 25000 square $15,263.00 $5,342.00 $9,921.00 $15,766.00 $5,518.00 $10,248.00 43 Each additional 1000 square feet $934.00 $327.00 $607.00 $964.00 $337.00 $627.00 Mercantile
44 Construction 0 to 5000 square feet $3,634.00 $1,272.00 $2,362.00 $3,753.00 $1,313.00 $2,439.00 45 Construction 5001 to 10000 square feet $6,229.00 $2,180.00 $4,049.00 $6,434.00 $2,251.00 $4,182.00 46 Construction 10001 to 15000 square feet $8,826.00 $3,089.00 $5,737.00 $9,117.00 $3,190.00 $5,926.00 47 Each additional 1000 square feet $1,038.00 $363.00 $675.00 $1,072.00 $374.00 $697.00 R-1 Residential, Hotels
48 Construction 0 to 5000 square feet $4,777.00 $1,672.00 $3,105.00 $4,934.00 $1,727.00 $3,207.00 49 Construction 5001 to 10000 square feet $8,514.00 $2,980.00 $5,534.00 $8,794.00 $3,078.00 $5,716.00 50 Construction 10001 to 15000 square feet $11,318.00 $3,961.00 $7,357.00 $11,691.00 $4,091.00 $7,599.00 51 Each additional 1000 square feet $1,038.00 $363.00 $675.00 $1,072.00 $374.00 $697.00 R-2 - Multiple Family
52 Construction 0 to 5000 square feet $4,672.00 $1,635.00 $3,037.00 $4,826.00 $1,688.00 $3,137.00 53 Construction 5001 to 10000 square feet $8,306.00 $2,907.00 $5,399.00 $8,580.00 $3,002.00 $5,577.00 54 Construction 10001 to 15000 square feet $11,111.00 $3,889.00 $7,222.00 $11,477.00 $4,017.00 $7,460.00 55 Construction 15001 to 25000 square feet $15,368.00 $5,379.00 $9,989.00 $15,875.00 $5,556.00 $10,318.00 56 Each additional 1000 square feet $1,142.00 $535.00 $607.00 $1,179.00 $552.00 $627.00 9 Item: 11
418
City of Lake Forest

BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Fees Proposed Fees
Fee Description Total Plan Check Permit Total Plan Check Permit Note R-3 Residential, One & Two Family - Dwellings (New or Additions) 57 Masonry 0 to 2000 square feet $2,803.00 $981.00 $1,822.00 $2,895.00 $1,013.00 $1,882.00 58 Each additional 1000 square feet $1,557.00 $545.00 $1,012.00 $1,608.00 $562.00 $1,045.00 59 Wood Frame 0 to 100 square feet (for lofts) $343.00 $120.00 $223.00 $354.00 $123.00 $230.00 60 Wood Frame 101 to 500 square feet (for lofts) $685.00 $240.00 $445.00 $707.00 $247.00 $459.00 61 Wood Frame 501 to 1000 square feet (for lofts) $1,038.00 $363.00 $675.00 $1,072.00 $374.00 $697.00 62 Wood Frame 1001 to 2000 square feet (for lofts) $2,077.00 $727.00 $1,350.00 $2,145.00 $750.00 $1,394.00 63 Each additional 1000 square feet (for lofts) $1,142.00 $400.00 $742.00 $1,179.00 $413.00 $766.00 64 Wood Frame 0 to 100 square feet $436.00 $153.00 $283.00 $450.00 $158.00 $292.00 65 Wood Frame 101 to 500 square feet $893.00 $313.00 $580.00 $922.00 $323.00 $599.00 66 Wood Frame 501 to 1000 square feet $1,349.00 $472.00 $877.00 $1,393.00 $487.00 $905.00 67 Wood Frame 1001 to 2000 square feet $2,596.00 $909.00 $1,687.00 $2,681.00 $938.00 $1,742.00 68 Each additional 1000 square feet $1,454.00 $509.00 $945.00 $1,501.00 $525.00 $976.00 69 Basement - Semi-Finished $1,038.00 $363.00 $675.00 $1,072.00 $374.00 $697.00 70 Basement - Unfinished $924.00 $323.00 $601.00 $954.00 $333.00 $620.00 S-1 or S-2 - Storage - Moderate/Low Hazard
71 Construction 0 to 5000 square feet $2,388.00 $836.00 $1,552.00 $2,466.00 $863.00 $1,603.00 72 Construction 5001 to 10000 square feet $3,946.00 $1,381.00 $2,565.00 $4,076.00 $1,426.00 $2,649.00 73 Construction 10001 to 15000 square feet $5,295.00 $1,853.00 $3,442.00 $5,469.00 $1,914.00 $3,555.00 74 Construction 15001 to 25000 square feet $7,995.00 $2,798.00 $5,197.00 $8,258.00 $2,890.00 $5,368.00 75 Each additional 1000 square feet $789.00 $276.00 $513.00 $815.00 $285.00 $529.00 S-2, public garages
76 Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 $2,251.00 $788.00 $1,463.00 77 Construction 5001 to 10000 square feet $3,634.00 $1,272.00 $2,362.00 $3,753.00 $1,313.00 $2,439.00 78 Construction 10001 to 15000 square feet $4,880.00 $1,708.00 $3,172.00 $5,041.00 $1,764.00 $3,276.00 79 Construction 15001 to 25000 square feet $7,372.00 $2,580.00 $4,792.00 $7,615.00 $2,665.00 $4,950.00 80 Each additional 1000 square feet $758.00 $265.00 $493.00 $783.00 $273.00 $509.00 10 Item: 11
419
City of Lake Forest

BUILDING AND SAFETY FEES
New Construction - New Shell or New Building with Inside Improvement Current Fees Proposed Fees
Fee Description Total Plan Check Permit Total Plan Check Permit Note U - Utility - cell sites, miscellaneous
81 Wood frame Construction 0 to 500 square feet $519.00 $182.00 $337.00 $536.00 $188.00 $348.00 82 Wood frame Construction 501 to 5000 square feet $2,077.00 $727.00 $1,350.00 $2,145.00 $750.00 $1,394.00 83 Wood frame Construction 5001 to 10000 square ft. $3,323.00 $1,163.00 $2,160.00 $3,432.00 $1,201.00 $2,231.00 84 Wood frame Construction 10001 to 15000 square ft. $4,361.00 $1,526.00 $2,835.00 $4,504.00 $1,576.00 $2,928.00 85 Wood frame Construction 15001 to 25000 square ft. $6,542.00 $2,290.00 $4,252.00 $6,757.00 $2,365.00 $4,392.00 86 Each additional 500 square feet $695.00 $243.00 $452.00 $717.00 $251.00 $466.00 87 Masonry Construction 0 to 5000 square feet $2,180.00 $763.00 $1,417.00 $2,251.00 $788.00 $1,463.00 88 Masonry Construction 5001 to 10000 square feet $3,531.00 $1,236.00 $2,295.00 $3,647.00 $1,276.00 $2,370.00 89 Masonry Construction 10001 to 15000 square feet $4,880.00 $1,708.00 $3,172.00 $5,041.00 $1,764.00 $3,276.00 90 Masonry Construction 15001 to 25000 square feet $7,268.00 $2,544.00 $4,724.00 $7,507.00 $2,627.00 $4,879.00 91 Each additional 1000 square feet $726.00 $254.00 $472.00 $749.00 $262.00 $487.00 92 Open Carport Construction 0 to 500 square feet $311.00 $109.00 $202.00 $321.00 $112.00 $208.00 93 Open Carport Construction 501 to 5000 square feet $1,557.00 $545.00 $1,012.00 $1,608.00 $562.00 $1,045.00 94 Open Carport Construction 5001 to 10000 square ft. $2,492.00 $872.00 $1,620.00 $2,574.00 $900.00 $1,673.00 95 Open Carport Construction 10001 to 15000 square ft. $3,426.00 $1,199.00 $2,227.00 $3,539.00 $1,238.00 $2,300.00 96 Open Carport Construction 15001 to 25000 square ft. $4,880.00 $1,708.00 $3,172.00 $5,041.00 $1,764.00 $3,276.00 97 Each additional 1000 square feet $571.00 $200.00 $371.00 $589.00 $206.00 $383.00 98 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees 12% 12% 12% 12% 12% 12%
b) Electrical Fees 12% 12% 12% 12% 12% 12%
c) Mechanical Fees 12% 12% 12% 12% 12% 12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 11 Item: 11
420
City of Lake Forest

BUILDING AND SAFETY FEES
Additional Fee for Air-Conditioning
Current Fees Proposed Fees
Total Plan Check Permit Total Plan Check Permit Note
Additional Fee for Air-Conditioning
1 Commercial Construction 0 to 5000 square feet $643.00 $225.00 $418.00 $664.00 $232.00 $431.00 2 Commercial Construction 5001 to 10000 square feet $914.00 $320.00 $594.00 $944.00 $330.00 $613.00 3 Commercial Construction 10001 to 15000 square feet $1,142.00 $400.00 $742.00 $1,179.00 $413.00 $766.00 4 Commercial Construction 15001 to 25000 square feet $1,661.00 $581.00 $1,080.00 $1,715.00 $600.00 $1,115.00 5 Each additional 500 square feet $218.00 $76.00 $142.00 $225.00 $78.00 $146.00 6 Residential Construction any size $592.00 $207.00 $385.00 $611.00 $213.00 $397.00 Fee Description
12 Item: 11
421
City of Lake Forest

BUILDING AND SAFETY FEES
Tenant Improvement
Current Fees Proposed Fees
Total Plan Check Permit Total Plan Check Permit Note
A-Assembly, all categories
1 Construction 0 to 5000 square feet $1,142.00 $400.00 $742.00 $1,179.00 $413.00 $766.00 2 Construction 5001 to 10000 square feet $1,972.00 $690.00 $1,282.00 $2,037.00 $712.00 $1,324.00 3 Construction 10001 to 15000 square feet $2,492.00 $872.00 $1,620.00 $2,574.00 $900.00 $1,673.00 4 Each additional 1000 square feet $218.00 $76.00 $142.00 $225.00 $78.00 $146.00 B-Business, all categories
5 Construction 0 to 5000 square feet $986.00 $345.00 $641.00 $1,018.00 $356.00 $662.00 6 Construction 5001 to 10000 square feet $1,557.00 $545.00 $1,012.00 $1,608.00 $562.00 $1,045.00 7 Construction 10001 to 15000 square feet $2,180.00 $763.00 $1,417.00 $2,251.00 $788.00 $1,463.00 8 Construction 15001 to 25000 square feet $2,908.00 $1,018.00 $1,890.00 $3,003.00 $1,051.00 $1,952.00 9 Each additional 1000 square feet $218.00 $76.00 $142.00 $225.00 $78.00 $146.00 E-Educational
10 Construction 0 to 5000 square feet $934.00 $327.00 $607.00 $964.00 $337.00 $627.00 11 Construction 5001 to 10000 square feet $1,454.00 $509.00 $945.00 $1,501.00 $525.00 $976.00 12 Construction 10001 to 15000 square feet $2,077.00 $727.00 $1,350.00 $2,145.00 $750.00 $1,394.00 13 Construction 15001 to 25000 square feet $2,803.00 $981.00 $1,822.00 $2,895.00 $1,013.00 $1,882.00 14 Each additional 1000 square feet $218.00 $76.00 $142.00 $225.00 $78.00 $146.00 F-1, F-2, H-1 thru 4, factory & industrial, hazard
15 Construction 0 to 5000 square feet $540.00 $189.00 $351.00 $557.00 $195.00 $362.00 16 Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 $900.00 $315.00 $585.00 17 Construction 10001 to 15000 square feet $1,183.00 $414.00 $769.00 $1,222.00 $427.00 $794.00 18 Construction 15001 to 25000 square feet $1,828.00 $640.00 $1,188.00 $1,888.00 $661.00 $1,227.00 19 Each additional 1000 square feet $168.00 $59.00 $109.00 $173.00 $60.00 $112.00 H-5, HPM
20 Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 $1,115.00 $390.00 $725.00 21 Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 $1,994.00 $698.00 $1,296.00 22 Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 $2,531.00 $886.00 $1,645.00 23 Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 $3,474.00 $1,215.00 $2,259.00 24 Each additional 1000 square feet $186.00 $65.00 $121.00 $192.00 $67.00 $124.00 I-1, I-2 - Institutional, convalescent hospitals, nursing home I-4, R-4, Institutional, day care facilities, assisted living facilities 25 Construction 0 to 5000 square feet $1,080.00 $378.00 $702.00 $1,115.00 $390.00 $725.00 26 Construction 5001 to 10000 square feet $1,931.00 $676.00 $1,255.00 $1,994.00 $698.00 $1,296.00 27 Construction 10001 to 15000 square ft. $2,451.00 $858.00 $1,593.00 $2,531.00 $886.00 $1,645.00 28 Construction 15001 to 25000 square ft. $3,364.00 $1,177.00 $2,187.00 $3,474.00 $1,215.00 $2,259.00 29 Each additional 1000 square feet $186.00 $65.00 $121.00 $192.00 $67.00 $124.00 Fee Description
13 Item: 11
422
City of Lake Forest

BUILDING AND SAFETY FEES
Tenant Improvement
Current Fees Proposed Fees
Fee Description Total Plan Check Permit Total Plan Check Permit Note I-2, I-3, Institutional, hospital, restrained
30 Construction 0 to 5000 square feet $1,412.00 $494.00 $918.00 $1,458.00 $510.00 $948.00 31 Construction 5001 to 10000 square feet $2,346.00 $821.00 $1,525.00 $2,423.00 $848.00 $1,575.00 32 Construction 10001 to 15000 square feet $3,052.00 $1,068.00 $1,984.00 $3,152.00 $1,103.00 $2,049.00 33 Construction 15001 to 25000 square feet $4,049.00 $1,417.00 $2,632.00 $4,182.00 $1,463.00 $2,718.00 34 Each additional 1000 square feet $171.00 $60.00 $111.00 $176.00 $61.00 $114.00 I-4, R-4, Institutional, day care facilities, assisted living facilities 35 Construction 0 to 5000 square feet $934.00 $327.00 $607.00 $964.00 $337.00 $627.00 36 Construction 5001 to 10000 square feet $1,640.00 $574.00 $1,066.00 $1,694.00 $592.00 $1,101.00 37 Construction 10001 to 15000 square feet $2,201.00 $770.00 $1,431.00 $2,273.00 $795.00 $1,478.00 38 Construction 15001 to 25000 square $3,052.00 $1,068.00 $1,984.00 $3,152.00 $1,103.00 $2,049.00 39 Each additional 1000 square feet $186.00 $65.00 $121.00 $192.00 $67.00 $124.00 M - Mercantile
40 Construction 0 to 5000 square feet $779.00 $273.00 $506.00 $804.00 $282.00 $522.00 41 Construction 5001 to 10000 square feet $1,142.00 $400.00 $742.00 $1,179.00 $413.00 $766.00 42 Construction 10001 to 15000 square feet $1,557.00 $545.00 $1,012.00 $1,608.00 $562.00 $1,045.00 43 Each additional 1000 square feet $197.00 $69.00 $128.00 $203.00 $71.00 $132.00 R-3 Residential, Remodels
44 0 to 500 square feet $426.00 $149.00 $277.00 $440.00 $153.00 $286.00 45 501 to 1000 square feet $634.00 $222.00 $412.00 $654.00 $229.00 $425.00 46 1001 to 1500 square feet $831.00 $291.00 $540.00 $858.00 $300.00 $557.00 47 1501 to 2500 square feet $1,235.00 $432.00 $803.00 $1,275.00 $446.00 $829.00 48 Each additional 1000 square feet $94.00 $33.00 $61.00 $97.00 $34.00 $63.00 49 Miscellaneous Construction Permit $177.00 $62.00 $115.00 $182.00 $64.00 $118.00 R-1, R-2 Residential, Hotels, Multi-Family
50 Construction 0 to 5000 square feet $955.00 $334.00 $621.00 $986.00 $345.00 $641.00 51 Construction 5001 to 10000 square feet $1,703.00 $596.00 $1,107.00 $1,759.00 $615.00 $1,143.00 52 Construction 10001 to 15000 square feet $2,263.00 $792.00 $1,471.00 $2,337.00 $818.00 $1,519.00 53 Each additional 1000 square feet $208.00 $73.00 $135.00 $214.00 $75.00 $139.00 S-1 or S-2 - Storage, all categories
54 Construction 0 to 5000 square feet $612.00 $214.00 $398.00 $632.00 $221.00 $411.00 55 Construction 5001 to 10000 square feet $872.00 $305.00 $567.00 $900.00 $315.00 $585.00 56 Construction 10001 to 15000 square feet $1,038.00 $363.00 $675.00 $1,072.00 $374.00 $697.00 57 Construction 15001 to 25000 square feet $1,557.00 $545.00 $1,012.00 $1,608.00 $562.00 $1,045.00 58 Each additional 1000 square feet $145.00 $51.00 $94.00 $149.00 $52.00 $97.00 14 Item: 11
423
City of Lake Forest

BUILDING AND SAFETY FEES
Tenant Improvement
Current Fees Proposed Fees
Fee Description Total Plan Check Permit Total Plan Check Permit Note S-2, public garages
59 Construction 0 to 5000 square feet $436.00 $153.00 $283.00 $450.00 $158.00 $292.00 60 Construction 5001 to 10000 square feet $726.00 $254.00 $472.00 $749.00 $262.00 $487.00 61 Construction 10001 to 15000 square feet $976.00 $342.00 $634.00 $1,008.00 $353.00 $654.00 62 Construction 15001 to 25000 square feet $1,474.00 $516.00 $958.00 $1,522.00 $533.00 $989.00 63 Each additional 1000 square feet $152.00 $53.00 $99.00 $157.00 $54.00 $102.00 U - Utility - cell sites, miscellaneous
64 Wood frame Construction 0 to 500 square feet $103.00 $36.00 $67.00 $106.00 $37.00 $69.00 65 Wood frame Construction 501 to 5000 square feet $415.00 $145.00 $270.00 $428.00 $149.00 $278.00 66 Wood frame Construction 5001 to 10000 square ft. $665.00 $233.00 $432.00 $686.00 $240.00 $446.00 67 Wood frame Construction 10001 to 15000 square ft. $872.00 $305.00 $567.00 $900.00 $315.00 $585.00 68 Wood frame Construction 15001 to 25000 square ft. $1,308.00 $458.00 $850.00 $1,351.00 $473.00 $878.00 69 Each additional 500 square feet $139.00 $49.00 $90.00 $143.00 $50.00 $92.00 69 Masonry Construction 0 to 5000 square feet $436.00 $153.00 $283.00 $450.00 $158.00 $292.00 70 Masonry Construction 5001 to 10000 square feet $706.00 $247.00 $459.00 $729.00 $255.00 $474.00 71 Masonry Construction 10001 to 15000 square feet $976.00 $342.00 $634.00 $1,008.00 $353.00 $654.00 72 Masonry Construction 15001 to 25000 square feet $1,454.00 $509.00 $945.00 $1,501.00 $525.00 $976.00 73 Each additional 1000 square feet $145.00 $51.00 $94.00 $149.00 $52.00 $97.00 73 Open Carport Construction 0 to 500 square feet $62.00 $22.00 $40.00 $64.00 $22.00 $41.00 74 Open Carport Construction 501 to 5000 square feet $311.00 $109.00 $202.00 $321.00 $112.00 $208.00 75 Open Carport Construction 5001 to 10000 square ft. $498.00 $174.00 $324.00 $514.00 $179.00 $334.00 76 Open Carport Construction 10001 to 15000 square ft. $685.00 $240.00 $445.00 $707.00 $247.00 $459.00 77 Open Carport Construction 15001 to 25000 square ft. $976.00 $342.00 $634.00 $1,008.00 $353.00 $654.00 78 Each additional 1000 square feet $114.00 $40.00 $74.00 $117.00 $41.00 $76.00 79 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees 12% 12% 12% 12% 12% 12%
b) Electrical Fees 12% 12% 12% 12% 12% 12%
c) Mechanical Fees 12% 12% 12% 12% 12% 12%
* Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 15 Item: 11
424
City of Lake Forest

BUILDING AND SAFETY FEES
Electrical Permit Fees
Current Fees Proposed Fees
Total Plan Check Permit Total Plan Check Permit Note
Electrical Fee Schedule
1 Service meter $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 2 Self-Contained Factory-Wired Appliances $36.34 $12.72 $23.62 $37.54 $13.14 $24.40 3 Radiant Ceiling Heat (per room) $25.96 $9.09 $16.87 $26.82 $9.39 $17.43 4 Fixture first 20 each $2.08 $0.73 $1.35 $2.15 $0.75 $1.39 5 Each additional $1.03 $0.36 $0.67 $1.06 $0.37 $0.69
6 Each metal vapor fixture on same pole $25.96 $9.09 $16.87 $26.82 $9.39 $17.43 7 Each additional metal fixture on same pole $1.03 $0.36 $0.67 $1.06 $0.37 $0.69 8 Power Apparatus 1 (HP- KW, KVA) $25.96 $9.09 $16.87 $26.82 $9.39 $17.43 9 2 to 10 (HP< KW, KVA) $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 10 11 to 50 (HP< KW, KVA) $77.88 $27.26 $50.62 $80.45 $28.16 $52.29 11 51 to 100 (HP< KW, KVA) $134.98 $47.24 $87.74 $139.43 $48.80 $90.64 12 Above 100 (HP< KW, KVA) $155.75 $54.51 $101.24 $160.89 $56.31 $104.58 13 Outlets first 20 each $2.08 $0.73 $1.35 $2.15 $0.75 $1.39 14 Each Additional Outlet $2.08 $0.73 $1.35 $2.15 $0.75 $1.39 15 Each 5 feet of multiple outlet assembly $20.77 $7.27 $13.50 $21.46 $7.51 $13.95 16 Each multiple appliance outlet assembly $25.96 $9.09 $16.87 $26.82 $9.39 $17.43 17 Signs 1 sign and 1 transformer $51.92 $18.17 $33.75 $53.63 $18.77 $34.86 18 Each additional signs and transformer $6.23 $2.18 $4.05 $6.44 $2.25 $4.18 19 Each extra transformer, flasher or time clock $6.23 $2.18 $4.05 $6.44 $2.25 $4.18 20 Each additional sign and transformer (same lot) $51.92 $18.17 $33.75 $53.63 $18.77 $34.86 21 Additional sign & transformer moved to same new location $25.96 $9.09 $16.87 $26.82 $9.39 $17.43 22 Altering/changing letter on existing sign $46.72 $16.35 $30.37 $48.26 $16.89 $31.37 23 Converting sign or decorative outlet tubing $46.72 $16.35 $30.37 $48.26 $16.89 $31.37 24 Lamping Holding Devices First 20, each $1.57 $0.55 $1.02 $1.62 $0.57 $1.05 25 More than 200 $0.20 $0.07 $0.13 $0.21 $0.07 $0.13
26 Service and Switchboard Sections less than 600 V or A $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 27 Less than 600 volts: 601 to 1000 amps $98.64 $34.52 $64.12 $101.89 $35.66 $66.24 28 Less than 600 volts: Over 1000 amps $114.22 $39.98 $74.24 $117.99 $41.30 $76.69 29 Over 600 volt rating (all amperages) $134.98 $47.24 $87.74 $139.43 $48.80 $90.64 30 Sub panel Change or Addition less than 600 V 1st Section $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 31 Less than 600 volts: Each Additional Section $36.34 $12.72 $23.62 $37.54 $13.14 $24.40 32 More than 600 volts: 1st Section $134.98 $47.24 $87.74 $139.43 $48.80 $90.64 33 More than 600 volts: Each Additional Section $46.72 $16.35 $30.37 $48.26 $16.89 $31.37 34 Time Clock, Each $25.96 $9.09 $16.87 $26.82 $9.39 $17.43 35 Relocated Residential Building Electrical: Pre-lowering $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 36 Building inspection, per 10 square feet $0.83 $0.29 $0.54 $0.86 $0.30 $0.56 37 Garage, carport, same lot per 100 square feet $20.77 $7.27 $13.50 $21.46 $7.51 $13.95 38 Relocated Commercial Building Pre-Lowering $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 Fee Description
16 Item: 11
425
City of Lake Forest

BUILDING AND SAFETY FEES
Electrical Permit Fees
Current Fees Proposed Fees
Fee Description Total Plan Check Permit Total Plan Check Permit Note 39 Building Inspection (hourly rate) hourly rate hourly rate hourly rate hourly rate hourly rate hourly rate 40 Under floor Ducts, per 100 ft. or fraction thereof $31.15 $10.90 $20.25 $32.18 $11.26 $20.92 41 Busway, for trolley & plug-in type busway each 100 ft. $46.72 $16.35 $30.37 $48.26 $16.89 $31.37 42 Annual Electrical Permit $176.52 $61.78 $114.74 $182.34 $63.82 $118.53 43 Electrical Subpanel $36.34 $12.72 $23.62 $37.54 $13.14 $24.40 17 Item: 11
426
City of Lake Forest

BUILDING AND SAFETY FEES
Mechanical Permit Fees
Current Fees Proposed Fees
Total Plan Check Permit Total Plan Check Permit Note
Mechanical Fee Schedule
1 Forced air, gravity furnace with ducts & vents 100 KBTU $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 2 More than 100 KBTU $98.64 $34.52 $64.12 $101.89 $35.66 $66.24 3 Evaporative cooler $41.54 $14.54 $27.00 $42.91 $15.02 $27.89 4 Ventilating fan (each) $31.15 $10.90 $20.25 $32.18 $11.26 $20.92 5 Ventilating system (each) $46.72 $16.35 $30.37 $48.26 $16.89 $31.37 6 Hood with attached fan and ducts $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 7 Commercial incinerator installation or relocation $155.75 $54.51 $101.24 $160.89 $56.31 $104.58 8 Cooling/reheating coil, electric strip heater $31.15 $10.90 $20.25 $32.18 $11.26 $20.92 9 Incidental gas piping $31.15 $10.90 $20.25 $32.18 $11.26 $20.92 10 Furnace or heater-floor mounted $57.11 $19.99 $37.12 $58.99 $20.65 $38.34 11 Appliance vents $36.34 $12.72 $23.62 $37.54 $13.14 $24.40 12 Heating, refrigeration, cooling, absorption, evaporation repair $46.72 $16.35 $30.37 $48.26 $16.89 $31.37 13 Air handling unit 5000 CFM or less $46.72 $16.35 $30.37 $48.26 $16.89 $31.37 14 More than 5000 CFM $77.88 $27.26 $50.62 $80.45 $28.16 $52.29 15 Boiler, compressor, absorption system 5 HP, 100KBTU $77.88 $27.26 $50.62 $80.45 $28.16 $52.29 16 More than 5 HP or 100 KBTU $134.98 $47.24 $87.74 $139.43 $48.80 $90.64 17 Air conditioning or heating pups 5 tons/HP $77.88 $27.26 $50.62 $80.45 $28.16 $52.29 18 Over 5 tons/HP $134.98 $47.24 $87.74 $139.43 $48.80 $90.64 19 Non Listed, Regulated Appliance $41.54 $14.54 $27.00 $42.91 $15.02 $27.89 Fee Description
18 Item: 11
427
City of Lake Forest

BUILDING AND SAFETY FEES
Plumbing Permit Fees
Current Fees Proposed Fees
Total Plan Check Permit Total Plan Check Permit Note
Plumbing Fee Schedule
1 Gas Piping system 1-5 Outlets each plumbing fixture $31.25 $11.00 $20.25 $32.25 $11.25 $20.75 2 Each additional outlet $20.75 $7.25 $13.50 $21.25 $7.25 $13.75 3 Each building sewer, seepage pit, septic tank, sewer cap $57.00 $20.00 $37.00 $58.75 $20.50 $38.00 4 Private sewer disposal system $98.50 $34.50 $64.00 $101.75 $35.50 $66.00 5 Vacuum breaker, backflow, fixture on tank 1-5 device $31.25 $11.00 $20.25 $32.25 $11.25 $20.75 6 Each additional device $3.00 $1.00 $2.00 $3.00 $1.00 $2.00 7 Yard water dist system, gas system, yard collector (water & gas) $62.25 $21.75 $40.50 $64.25 $22.25 $41.75 8 Gas regulator each $20.75 $7.25 $13.50 $21.25 $7.25 $13.75 9 Temporary gas service $77.75 $27.25 $50.50 $80.25 $28.00 $52.00 10 Temp work w/gas service residential $77.75 $27.25 $50.50 $80.25 $28.00 $52.00 11 Temp work w/gas service commercial $98.50 $34.50 $64.00 $101.75 $35.50 $66.00 12 Repipe $145.00 $149.75
Fee Description
19 Item: 11
428
City of Lake Forest

BUILDING AND SAFETY FEES
Grading Fees
Current Fees Proposed Fees
Total Plan Check Permit Total Plan Check Permit Note
Grading Fee Schedule
1 Preliminary/Rough Grading cost per acre up to 20 acres $602.00 $211.00 $391.00 $621.00 $217.00 $403.00 2 Cost per acre over 20 acres $768.00 $269.00 $499.00 $793.00 $277.00 $515.00 3 Precise Grading cost per acre up to 20 acres $2,700.00 $945.00 $1,755.00 $2,789.00 $976.00 $1,812.00 4 Cost per acre over 20 acres $3,634.00 $1,272.00 $2,362.00 $3,753.00 $1,313.00 $2,439.00 5 Site Electrical Underground $145.00 $51.00 $94.00 $149.00 $52.00 $97.00 6 Site Plumbing Underground $145.00 $51.00 $94.00 $149.00 $52.00 $97.00 7 Site Mechanical Underground $145.00 $51.00 $94.00 $149.00 $52.00 $97.00 8 Site Accessibility $145.00 $51.00 $94.00 $149.00 $52.00 $97.00 9 Reinspection $208.00 $73.00 $135.00 $214.00 $75.00 $139.00 Fee Description
20 Item: 11
429
City of Lake Forest

BUILDING AND SAFETY FEES
Miscellaneous Fees
Current Fees Proposed Fees
Total Plan Check Permit Total Plan Check Permit Note
Plan Review: Accessibility, Energy
1 Accessibility Plan Review $145.00 $149.00
2 Energy Plan Review New Residential Building Self-Contained $145.00 $149.00 3 Energy Plan Review New Nonresidential Building $197.00 $203.00 4 Energy Plan Review Residential Room Addition $125.00 $129.00 5 Energy Plan Review Tenant Improvement $166.00 $171.00 6 Energy Plan Review Electrical $145.00 $149.00
7 Energy Plan Review Plumbing $145.00 $149.00
8 Energy Plan Review Mechanical $145.00 $149.00
Other Fees
9 Permit Issuance Fee (Applies to All Permits) $31.00 $32.00 10 Appeal Board Application $145 per hour with
$700 deposit
$150 per hour with
$700 deposit
11 Awning/Canopy (Supported by Building) $291.00 $102.00 $189.00 $300.00 $105.00 $195.00 12 Balcony/Deck - Addition/Repair (Residential) $436.00 $153.00 $283.00 $450.00 $158.00 $292.00 13 Carport
a) First $363.00 $127.00 $236.00 $374.00 $131.00 $243.00 b) Each Additional $182.00 $64.00 $118.00 $188.00 $66.00 $121.00 14 Certificate of Occupancy
a) Temporary Certificate of Occupancy (per 30 Days) $254.00 $262.00 b) Certificate of Occupancy $145.00 $149.00
15 Change of Contractor $109.00 $112.00
16 Commercial Miscellaneous Structures (e.g. Flagpoles, Spray Booths, Tanks, Equipment Foundations, Fountain Structures, Trash Enclosures, etc.)
$582.00 $204.00 $378.00 $601.00 $210.00 $390.00
17 Fences
a) Six to eight feet in height
i) First 100 linear feet $327.00 $114.00 $213.00 $337.00 $117.00 $220.00 ii) Each additional 100 linear feet, or fraction thereof $37.00 $13.00 $24.00 $38.00 $13.00 $24.00 b) Over eight feet in height
i) First 100 linear feet $654.00 $229.00 $425.00 $675.00 $236.00 $439.00 ii) Each additional 100 linear feet, or fraction thereof $72.00 $25.00 $47.00 $74.00 $25.00 $48.00 18 Fireplace $472.00 $165.00 $307.00 $487.00 $170.00 $317.00 19 Geotechnical Engineering T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
T&M, plus 15%
admin fee
20 Patio Covers
Fee Description
21 Item: 11
430
City of Lake Forest

BUILDING AND SAFETY FEES
Miscellaneous Fees
Current Fees Proposed Fees
Fee Description Total Plan Check Permit Total Plan Check Permit Note a) 0 to 200 square feet $218.00 $76.00 $142.00 $225.00 $78.00 $146.00 b) 201 square feet and larger $363.00 $127.00 $236.00 $374.00 $131.00 $243.00 21 Parking Lots - Restriping / Resurfacing (per hour) $145.00 $149.00 22 Partition $291.00 $102.00 $189.00 $300.00 $105.00 $195.00 23 Pool / Spa
a) Swimming Pool / Spa $872.00 $305.00 $567.00 $900.00 $315.00 $585.00 b) Detached Spa / Water Feature $291.00 $102.00 $189.00 $300.00 $105.00 $195.00 c) Gunite Alteration $436.00 $153.00 $283.00 $450.00 $158.00 $292.00 d) Equipment Change-out Alone $218.00 $76.00 $142.00 $225.00 $78.00 $146.00 24 Re-Roof
a) Without calculations
i) Up to 2,000 square feet $218.00 $76.00 $142.00 $225.00 $78.00 $146.00 ii) Each additional 1,000 square feet or fraction thereof $72.00 $25.00 $47.00 $74.00 $25.00 $48.00 b) With calculations
i) Up to 2,000 square feet $363.00 $127.00 $236.00 $374.00 $131.00 $243.00 ii) Each additional 1,000 square feet or fraction thereof $70.00 $24.50 $45.50 $70.00 $24.50 $45.50 25 Retaining Wall 3 to 6 feet high
a) First 400 square feet $327.00 $114.00 $213.00 $337.00 $117.00 $220.00 b) Each additional 400 square feet, or fraction thereof $37.00 $13.00 $24.00 $38.00 $13.00 $24.00 26 Retaining wall more than 6 feet high (per 400 square feet) a) First 400 square feet $654.00 $229.00 $425.00 $675.00 $236.00 $439.00 b) Each additional 400 square feet, or fraction thereof $72.00 $25.00 $47.00 $74.00 $25.00 $48.00 27 Seismic Reinforcement 25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
25% of Tenant
Improvement Fees
28 Signs (per sign) $145.00 $51.00 $94.00 $149.00 $52.00 $97.00 29 Skylights, Windows, Doors
a) Each Residential Job $182.00 $64.00 $118.00 $188.00 $66.00 $121.00 b) Each Commercial Job $327.00 $114.00 $213.00 $337.00 $117.00 $220.00 30 Slab Only 100% of PC;
25% of Permit
100% of Applicable
Fee
25% of Applicable
Fee
100% of PC;
25% of Permit
100% of Applicable
Fee
25% of Applicable
Fee
22 Item: 11
431
City of Lake Forest

BUILDING AND SAFETY FEES
Miscellaneous Fees
Current Fees Proposed Fees
Fee Description Total Plan Check Permit Total Plan Check Permit Note 31 Solar
a) Residential Systems (Expedited Process) $254.00 $89.00 $165.00 $262.00 $91.00 $170.00 [a] b) Residential Systems (All Others) - See note for > 15kW or 10kWth
$436.00 $153.00 $283.00 $450.00 $158.00 $292.00 [a]
c) Commercial Systems - See note for > 50kW or 30kWth $1,000.00 $350.00 $650.00 $1,000.00 $350.00 $650.00 [b] 32 Storage Racks (Commercial)
a) First 100 linear feet $436.00 $153.00 $283.00 $450.00 $158.00 $292.00 b) Each additional 100 linear feet $24.00 $8.00 $16.00 $24.00 $8.00 $16.00 33 Stucco Application
a) First 500 square feet $291.00 $102.00 $189.00 $300.00 $105.00 $195.00 b) Each additional 500 square feet $37.00 $13.00 $24.00 $38.00 $13.00 $24.00 34 Temporary Trailer $145.00 $149.00
35 Water Heater Change-Out $83.00 $29.00 $54.00 $85.00 $29.00 $55.00 36 Other Fees and Charges
a) Miscellaneous Plan Check (per hour) $145.00 $149.00
b) Miscellaneous Inspection (per hour) $145.00 $149.00
c) Re-Inspection, Missed Inspection (each) $145.00 $149.00 [c] d) Phased Inspection (each) $73.00 $75.00 [d]
e) After Hours Inspection (per hour; 4-hour minimum) $182.00 $188.00 f) Preliminary Plan Review (per hour) $145.00 $149.00
g) Excess Plan Review (per hour) $145.00 $149.00 [e]
h) Plan Check Revisions (per hour) $145.00 $149.00
37 Credit Card Transaction Fee 3% - Direct pass-through to vendor3% - Direct pass-through to vendor 38 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee 2x Permit Fee [c] Re-inspection fee applies after 2nd re-inspection (i.e. applicable at 3rd re-inspection). [d] Fee is per phased inspection. Fee is in addition to base applicable permit and plan check fees. [e] Excess plan review fee applies after 3rd review (i.e. applicable at 4th plan review). [a] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450. Fees in excess of these amounts require written findings and resolution or ordinance.
[b] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance. 23 Item: 11
432
City of Lake Forest

COMMUNITY PRESERVATION FEES
Current Fee Proposed Fee Charge Basis Note Comment
1 Massage Establishment Permit Application
a) Initial $500 $516 Fixed Fee
b) Renewal $500 $516 Fixed Fee
2 Massage Establishment Appeal $500 $500 Fixed Fee
3 Shopping Cart Containment Plan $375 $387 Fixed Fee
4 Property Impound Fee
a) If a hauler is used $696 Fixed Fee
b) If no hauler is used
$280
Fixed Fee
Activity Description
24 Item: 11
433
City of Lake Forest

RECREATION FEES
1 2
3 4
5 6
7 8
Overview of User Groups
Group 7 - Commercial entities or organizations located in Lake Forest.

Group 8 - Commercial entities or organizations not located in Lake Forest.

Group 1 - Recreation activities sponsored or conducted by the City of Lake Forest.

Group 3 - Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.

Group 4 - Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.

Group 5 - Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.

Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents. 26 Item: 11
435
City of Lake Forest

RECREATION FEES
# Description Offense Outcome
First Offense Warning to User Group
Second Offense $20 per Field Penalty
Third Offense $35 per Field Penalty and
Potential Loss of Future
Field Time
[a] Payable on a monthly basis by request.

Assigned Field/Gymnasium Time "No Show" Policy Outcome and Fees 1 Assigned Field/Gymnasium Time "No Show" Policy
Outcome and Fees
28 Item: 11
437
City of Lake Forest

RECREATION FEES
1 2
3 4
5 6
7 8
Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.

Group 7 - Commercial entities or organizations located in Lake Forest.

Group 8 - Commercial entities or organizations not located in Lake Forest.

Classification of User Groups
Group 1 - Recreation activities sponsored or conducted by the City of Lake Forest.

Group 3 - Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.

Group 4 - Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.

Group 5 - Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.
29 Item: 11
438
City of Lake Forest

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
30 Item: 11
439
City of Lake Forest

Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Additional Rental Fees (Per Use)
* See Sports Park and Recreation Center Facility Use Policy for rental requirements/procedures and other miscellaneous use fees. 31 Item: 11
440
City of Lake Forest

COMMUNITY CENTER RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit Occupants 1 Sequoia (3 Rooms) No Charge $180 $240 $300 $480 $600 $750 $500 1,124 2 Redwood plus Oak /
Eucalyptus (2 Rooms)
No Charge $120 $160 $200 $320 $400 $480 $250 742
3 Eucalyptus No Charge $75 $100 $125 $200 $250 $300 $200 382 4 Oak No Charge $75 $100 $125 $200 $250 $300 $200 373
5 Redwood No Charge $75 $100 $125 $200 $250 $300 $200 369 6 Maple No Charge $50 $60 $70 $80 $90 $110 $50 60
7 Hickory No Charge $30 $40 $50 $60 $70 $90 $50 32
8 Palm No Charge $25 $35 $45 $55 $65 $85 $50 24
9 Spruce No Charge $20 $30 $40 $50 $60 $75 $50 18
10 Cypress No Charge $20 $30 $40 $50 $60 $75 $50 16
11 Courtyard No Charge $50 $75 $100 $150 $200 $250 $200 223 12 Turf Area
(Center of Campus)
No Charge $50 $75 $100 $150 $200 $250 $200
13 Kitchen No Charge $10 $20 $25 $35 $40 $50 $200
1 2
3 4
5 6
7 Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest. 32 Item: 11
441
City of Lake Forest

COMMUNITY CENTER RENTAL FEES
# Description Fee
1 Dance Floor $400
2 LCD Projector $100
3 TV/DVD $25
4 American Flag No Charge
5 Easel No Charge
6 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Other Fees, If Applicable
Audio and Visual Equipment Fees
33 Item: 11
442
City of Lake Forest

Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest. 34 Item: 11
443
City of Lake Forest

Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Other Fees, If Applicable
Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Audio and Visual Equipment Fees
35 Item: 11
444
City of Lake Forest

LIABILITY INSURANCE REVIEW/PURCHASE FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Liability Insurance Review/Purchase on Behalf of Applicant a) Actual Cost of Insurance Actual Cost Actual Cost Pass Through b) Plus, City Administrative Fee $50 $50 Fixed Fee
Activity Description
36 Item: 11
445
City of Lake Forest

ELECTRIC VEHICLE CHARGING STATION FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Electric Vehicle Charging Stations
a) Base Charging Rate $0.30 $0.30 per kWh
b) Hourly Rate for vehicles occupying charging station after being fully charged
$6.00 $6.00 per hour
Activity Description
37 Item: 11
446
City of Lake Forest

PARKING PERMIT FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Parking Permit
a) Resident Parking Permit $20 $20 per year [a]
b) Oversized Commercial Vehicle Parking Permit $40 $40 per year c) Recreational Vehicle Parking Permit $0 (No Charge) $0 (No Charge) no charge d) Commercial Passenger Van (e.g. Sprinter Van) Parking Permit $0 (No Charge) $0 (No Charge) no charge e) Guest Parking (Online) $0 (No Charge) $0 (No Charge) no charge [a] Fee amount represents 50% of City permit processing costs.

Activity Description
38 Item: 11
447
City of Lake Forest

ADMINISTRATIVE FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Passport Fee $35 $35 Fixed Fee [a]
2 Notary Fee $15 $15 Per Signature [b]
3 Records Retention / Imaging Fee
a) Permits $5 $5 Each
b) Plans
i) Base Fee $10 $10 Each
ii) Plus, per page Fee $1.60 $1.60 Per Page
4 Public Meeting Audio / Digital Copy $20 $20 Fixed Fee 5 Photocopying
a) First Copy $0.75 $0.75 Fixed Fee
b) Each Additional Copy to 99 $0.15 $0.15 Fixed Fee
c) 100 to 299 Copies $15.00 $15.00 Deposit
d) 300+ Copies $45.00 $45.00 Deposit
6 Requests Requiring Special Programming / Formatting Actual Cost Actual Cost Deposit 7 Map Duplication
a) Oversized Copies Actual Cost Actual Cost Deposit
8 Appeal of Citation/Fine Issued for Water Quality Offense $500, plus $2,500 deposit to cover
attorney and
consultant costs
$500, plus $2,500
deposit to cover
attorney and
consultant costs
Fixed Fee, plus pass-through [c]
9 Witness / Subpoena Fees
a) Witness Fee
i) Employees $275.00 $275.00 Per Day [d]
ii) Mileage Fees (per mile, each way) $0.20 $0.20 Per Mile [d] b) Subpoena Fee $15.00 $15.00 Fixed Fee [d]
10 Fair Political Practices Commission
a) Research Records $5.00 $5.00 Per hour [a]
b) Reproduction of Records $0.10 $0.10 Per page [a]
11 Ballot Initiative Petition Processing Fee $200.00 $200.00 Each [b] 12 Candidates Statements of Qualifications $25.00 $25.00 Each [b] Activity Description
39 Item: 11
448
City of Lake Forest

ADMINISTRATIVE FEES
Activity Description Current Fee Proposed Fee Charge Basis Note Comments 13 Certification of Records $1.00 $1.00 Per Document
14 Postage, If Applicable Actual Cost Actual Cost Per Mailing [e] [e] City will charge actual postage costs upon request for mailing. [a] Fee set by US Government. All fees shown intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law.
[b] Fee set by State. Fee intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law. [c] City fee for in-house support will be fixed at $500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. City Attorney, etc.). [d] Conforms to California Government Code Section 68096.1. Witness fees paid at tender of subpoena plus full cost that City incurs in terms of salary and traveling expenses for employee.
40 Item: 11
449
City of Lake Forest

FINANCE FEES
Current Fee Proposed Fee Charge Basis Note Comments
1 Non-Sufficient Funds Transaction $25 $25 per transaction 2 Credit Card Transaction Fee 3% 3% of fees paid [a]
[a] Fee only applies when vendor service collects a transaction fee for credit card processing.

Activity Description
41 Item: 11
450
City of Lake Forest

VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE Current Fee Proposed Fee Charge Basis Note Comment
1 Removal, Impound, Storage or Release of Vehicles
a) Due to driving without a license or with a suspended or revoked license
$150 $154 each
b) Pursuant to other specific Vehicle Code violations $150 $154 each 2 Responding to False Alarm Fee (Businesses and Residents) a) First and Second Response $0 (No Charge) $0 (No Charge) each b) Third and Subsequent Responses $146 $151 each
Activity Description
* These fees are intended to mirror fees authorized by the Orange County Sheriff's Department (OCSD). OCSD provides police services to the City of Lake Forest, under contract. If OCSD updates fees subsequent to the adoption of this schedule, this schedule shall be presumed to reflect updated amounts. In the case of discrepancies, fee amounts authorized by OCSD shall supersede the amounts listed above. 42 Item: 11
451
ATTACHMENT 3
Item: 11
452
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Planning Fees
Fee Description Labor Hours
Hourly
Rate
Cost of
Service Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
4 1.75 x $196 = $343 $85 25%
Appeal
c) Appeal Hearing Fee
[a] City fee for in-house support will be fixed at $1,500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. contract Planning, City Attorney, etc.).

Attachment 3, pg 1
Item: 11
453
City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Public Works Fees
Fee Description Labor Hours
Hourly
Rate
Cost of
Service Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
15 Commercial Vending Vehicles Permit
a) Initial 1.0 x $189 = $189 $164 87% $189 100% Fixed Fee b) Renewal 0.5 x $189 = $95 $82 87% $95 100% Fixed Fee
Attachment 3, pg 2
Item: 11
454
Presented by: Finance Department
Proposed Resolution
Updating Fees and
Charges for Various
Municipal Services
City Council Regular Meeting
April 15, 2025
1 Item: 11
455
Background
2 April 16, 2024
Draft
Comprehensive
Master Fee Schedule
Updates Presented
to City Council
May 7, 2024
Comprehensive
Updated Master Fee
Schedule Adopted
following a Public
Hearing (Resolution
No. 2024-11)
July 1, 2024
Culture, Leisure, and
Recreation and
Management &
Support Updated
Fees in effect
July 8, 2024
Planning,
Engineering,
Building & Safety,
and Community
Preservation
Updated Fees in
effect
Item: 11
456
Current
3 April 15, 2025
• Recommended fee updates to the Master Schedule of
User and Regulatory Fees for various municipal services • The City performs an annual review and update of fees as part of its normal course of operations.
• If approved, updated fees will be effective July 1, 2025. • No changes are proposed to the Culture, Leisure &
Recreation, or Management & Support program areas
Item: 11
457
Proposed Fee Adjustments
Reflective of changes in Consumer
Price Index (“CPI”)
FY 2025-26 CPI adjustment: 3.3%
Updates are made to offset costs of
existing services
4 Item: 11
458
Purpose
5 Fulfill legal
requirements
Encourage recovery of
service-specific costs
Provide relief to General
and other funds
Maintain service levels
through improved cost
recovery
Item: 11
459
Proposed Fee Adjustments
(General Fund)
• Proposed Fee Adjustment by CPI (FY 2025-26): 3.3%
• Current Fees Adjusted by CPI (FY 2024-25): 3.3%
6 Item: 11
460
Proposed Fee Adjustments
New Fees
• Appeal Hearing Fee: $85
• Commercial Vending Vehicle
Permit
•Initial Fee: $189
•Renewal: $95
Removed Fees
• Cyber Café License Fee ($196)
7 Item: 11
461
Next Steps
8 CPI- based interim update maintains cost alignment
Comprehensive fee study launching later this year
Cost Recovery Levels will be reevaluated
Item: 11
462
Recommended Action(s):

Adopt a Resolution titled: “A RESOLUTION OF THE CITY

COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA,

ESTABLISHING UPDATED FEES AND CHARGES FOR
VARIOUS MUNICIPAL SERVICES.”
9 Item: 11
463
Questions?
10 Item: 11
464

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: City Manager
SUBJECT:

SHOPPING CENTER ANALYSIS RESULTS PRESENTED BY KOSMONT
RECOMMENDED ACTION(S):

Receive and file the presentation.

EXECUTIVE SUMMARY:

The Economic Development Division (“Division”) is focused on business attraction, retention, and expansion. A key finding from the 2023 Community Satisfaction Survey highlighted attracting new restaurants and stores as a priority for residents. In response, the City of Lake Forest (“City”) incorporated Initiative SP #14 – Shopping Center Study, into its Strategic Business Plan, adopted June 20, 2023. This initiative aims to assess the current retail landscape, incorporate community feedback, and identify opportunities to promote economic growth and attract new businesses.

In December 2023, the City initiated a Request for Proposal (“RFP”) process to engage a qualified consultant for the study. Following a competitive evaluation, the City Council awarded the Professional Consultant Services Agreement (“Agreement”) for Shopping Center Analysis Consulting Services to Kosmont Companies (“Kosmont”) on May 5, 2024. Kosmont’s proven expertise and successful track record in working with cities were key factors in the selection.

On August 20, 2024, Kosmont presented the retail market analysis kickoff for the City Council. Topics included an overview of the scope of services, resident demographic data, and a preliminary market overview. On December 17, 2024, Kosmont provided an update on the project’s progress. Tonight, Kosmont will provide a high-level overview of the key results gathered from the analysis.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

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ATTACHMENTS:

Kosmont Executive Summary
Initiated By: Hope Hairrell, Management Analyst
Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
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ATTACHMENT
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City of Lake Forest
Shopping Center Analysis Exec. Summary
April 10, 2025
Kosmont Companies 1 | P a g e
(424) 297-1070
www.kosmont.com
Lake Forest Shopping Center Analysis Executive Summary
Disclaimer: The analyses, projections, assumptions, rates of return, and any examples presented herein are for illustrative purposes and are not a guarantee of actual and/or future results. Actual results may differ from those expressed in this analysis, as results are difficult to predict as a function of market conditions, natural disasters, pandemics, significant economic impacts, legislation and administrative actions.

INTRODUCTION
Kosmont Companies (“Kosmont”) was hired by the City of Lake Forest (“City”) to prepare a Shopping Center Analysis (“Analysis”) that included the following elements:
- Demographic and Economic Profile of the City
- Retail Market Analysis to evaluate market conditions
- Assessment of retail leakage and frequency of visits by residents - Profile of 18 designated shopping centers to understand current conditions and opportunities
- Strengths, Weaknesses, Opportunities, and Threats (“SWOT”) Analysis of six (6) identified shopping centers located within the City’s mixed-use zones, examining potential for a blending of uses
- Engagement with brokers and local businesses to understand the strengths and challenges facing the City’s shopping centers
- Overview of economic development strategies and action items / next steps Kosmont commends the City in undertaking this important Analysis. The City should be experts in market conditions/trends, along with its own demographics, retail market metrics, and status of properties, projects, and stakeholders. This knowledge is critical and allows the City to make targeted, strategic, economic development decisions.

Retail and land uses are evolving at a rapid pace with online sales reaching an all-time high and consumers leveraging technology and emphasizing convenience. This, in turn, impacts retail business models and formats. The public sector needs to maintain strong relationships with private investment partners led by developers, owners, brokers, retailers/businesses to further economic development.

The City contains a strong stock of desired retail that is well-located with low vacancy, however there is competition from surrounding communities. Thus, it is imperative for the City to remain flexible from a zoning perspective, such as providing overlay zones (e.g., the City’s Mixed-Use zoning amendment in 2022) or density bonuses to promote residential and blended uses, as well as being business-friendly through proactive business expansion, attraction, and retention.

Key findings from each section are summarized below.

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City of Lake Forest
Shopping Center Analysis Exec. Summary
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Kosmont Companies 2 | P a g e
(424) 297-1070
www.kosmont.com
Demographic and Economic Profile
Lake Forest is home to approximately 88,800 residents and demonstrates strong demographic and economic indicators. The average household income is $180,888, exceeding both Orange County and California averages. The City also has a highly educated population, with over 53% of adults holding at least a bachelor’s degree and 18% having earned graduate or professional degrees, contributing to a skilled local workforce.

The City's economy is geographically concentrated in the northeast, particularly around Bake Parkway, Alton Parkway, and along the 241 Toll Road, where business and industrial parks thrive.

These areas highlight Lake Forest’s balanced economy with strong professional and industrial sectors. Despite a net workforce outflow of about 3,900 workers—due to more residents commuting out than in—the City remains economically resilient. Sales tax revenue grew 27% from 2013 to 2023, rebounding strongly from a 20% pandemic-related dip to reach $15.6 million in 2023. Consumer spending is robust, with households spending over $1 billion annually, averaging $33,400 per household, primarily on groceries, dining out, and entertainment.

Retail Market Analysis
The City boasts a robust and resilient retail market, encompassing approximately 4.2 million square feet of retail space—66% of the total within its broader Submarket. With 44 distinct shopping centers, including new mixed-use developments like Portola Retail Center, the City offers a diverse and growing retail landscape. Despite a low reported vacancy rate of 2.8%, a detailed reconciliation raised the true figure to 6.6% due to recent closures of national big-box tenants. Nevertheless, most vacant spaces are currently being marketed or are under negotiation, signaling ongoing market vitality and strong leasing potential.

Over the past decade, Lake Forest has demonstrated economic strength and adaptability, with 156,650 square feet of net positive absorption and steadily rising retail rents—outpacing both Submarket and County averages. The City’s strategic developments, such as Baker Ranch and Lake Forest Gateway, have added modern retail supply and attracted key tenants like Aldi.

Residents actively support both local and regional retailers, with dining and grocery preferences spread across national chains and neighborhood staples. However, the City experiences significant retail leakage to surrounding areas like Irvine and Mission Viejo, especially in categories such as groceries, restaurants, and apparel. The Irvine Spectrum Center alone attracts nearly one million visits annually from Lake Forest residents.

To mitigate leakage and enhance its retail ecosystem, Lake Forest should focus on expanding grocery and full-service restaurant options, increasing specialty and entertainment retail, and supporting local businesses in adopting e-commerce strategies. These efforts will position the Item: 12
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Shopping Center Analysis Exec. Summary
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Kosmont Companies 3 | P a g e
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City to capture more local spending, draw regional shoppers, and strengthen its overall economic base.

Shopping Center Analysis
Kosmont conducted an in-depth evaluation of 18 shopping centers in Lake Forest, totaling 2.3 million square feet. Each center was assessed based on surrounding retail conditions, historical performance, visitation trends, and redevelopment opportunities.

Several centers are aging, with many built in the 1970s and 1980s and lacking recent upgrades.

High-traffic areas near the 241 Toll Road, 5 Freeway, Lake Forest Drive, and El Toro Road support stronger retail performance. Conversely, centers with poor visibility and low traffic counts generally experience higher vacancy rates.

Challenges include issues with the unhoused population and loitering near freeway-adjacent centers, and difficulties coordinating improvements across properties with multiple landowners due to conflicting interests and restrictive CC&Rs. However, City programs like the Buy One Get One (BOGO) Gift Card Program have successfully boosted local spending. Additionally, property managers and brokers suggest that City-led façade improvement initiatives could incentivize revitalization of aging retail assets.

Mixed-Use SWOT Analysis
A Strengths, Weaknesses, Opportunities, and Threats (“SWOT”) Analysis was conducted on six shopping centers located within Lake Forest’s mixed-use zoning areas to evaluate their redevelopment potential. Centers situated near the 241 Toll Road and 5 Freeway were identified as having strong visibility and high traffic volumes, making them prime candidates for mixed-use redevelopment with residential components.

Three centers—Foothill Ranch Town Centre, Rockfield Place, and El Toro Auto Center—were highlighted as the most promising for transformation under the City’s Mixed-Use Zoning. These sites could support residential densities ranging from 25 to 43 dwelling units per acre. However, redevelopment efforts may be complicated by challenges such as existing long-term leases, CC&Rs, and multiple ownership structures that can hinder site assembly and project execution.

Community Outreach / Engagement
Kosmont conducted extensive outreach with brokers, property managers, and local businesses to evaluate the performance and challenges of shopping centers across Lake Forest. Overall, the City’s retail market remains strong, with high occupancies and sustained interest from expanding retailers, particularly in centers with high visibility and strong traffic along El Toro Road, Rockfield Avenue, and near major freeways (CA-241 and I-5).

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Shopping Center Analysis Exec. Summary
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Despite this strength, several challenges were identified. These include aging shopping centers with outdated facades and layouts, long-term leases and CC&Rs that hinder redevelopment, and issues related to multiple ownership structures. Market shifts have also impacted certain tenant categories, particularly in discount retail, entertainment, and pharmaceuticals. Additionally, retail leakage to nearby cities like Irvine and Mission Viejo and concerns related to unhoused populations near freeway-adjacent centers are affecting tenant and customer experience.

Opportunities for revitalization include continued collaboration between the City and retail stakeholders, implementing façade improvement programs, addressing safety and homelessness concerns, and extending successful local programs like the Buy One, Get One (“BOGO”) initiative to boost local spending and enhance shopping center performance.

Economic Development Strategies
To support long-term economic vitality and enhance its retail landscape, the City can implement a variety of economic development strategies outlined by Kosmont. These include real estate-based initiatives such as Business Expansion, Attraction, and Retention (“BEAR”), Value Capture Zoning, Tax Increment Financing (TIF) districts, and leveraging state and federal grant funding for infrastructure and sustainability projects.

In the near term, BEAR is recommended as a key strategy to strengthen Lake Forest’s retail centers. This approach emphasizes proactive engagement with property owners, brokers, and developers to identify opportunities and support projects aligned with community goals. Tactics include maintaining strong relationships with major sales tax generators, promoting façade and signage improvements, and positioning the City as a business-friendly destination through targeted marketing, site tours, and participation in key industry events like Innovating Commerce Serving Communities, formerly International Council of Shopping Centers (“ICSC”) conferences.

Recommended next steps for the City include:

1. Strengthening relationships with the retail real estate community to address vacancies.

2. Creating marketing materials and conducting outreach in advance of the ICSC Las Vegas conference.

3. Launching technical assistance and incentive programs to support high-vacancy centers and commercial corridors.

4. Streamlining permitting and regulatory processes to make the City more attractive for current and prospective businesses.

These strategies position Lake Forest to proactively shape its retail future and support a thriving, competitive local economy.

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DEMOGRAPHIC & ECONOMIC PROFILE
The Demographic & Economic Profile is divided into three sections: City Revenue Information, Population and Household Demographics, and Unemployment and Employment by Industry. In the first section, Kosmont examined the City’s General Fund tax revenue structure, with a special attention to property tax, sales and use tax, and hotel transient occupancy tax (“TOT”).

Additionally, Kosmont also observed sales and use tax revenues over a ten-year period and retail sales by retail category over a five-year span. The second section analyzes major demographic variables such as population, education, and incomes, comparing the City to Orange County and the State of California. The last section compares the unemployment rates of Lake Forest, Orange County, and the State and examines the top industries that employ the most people in the City and which of those industries are projected to grow in the future.

The following demographic and economic data were accessed from the following sources: ESRI Business Analyst Online, the U.S. Census Bureau, California Department of Finance, the California Department of Tax and Fee Administration, as well as the California Employment Development Department.

City Revenue Information
In 2023 the City exhibited a slightly more diversified General Fund tax revenue structure compared to the average across California cities. Property taxes made up 34.7% of the City’s revenues, while sales and use taxes contributed 27.6%, and TOT added another 8.4%. This contrasts with the broader California average, where property taxes represent a more dominant

40.3% of revenues and sales/use taxes are less prominent at 21.4%. However, TOT is only slightly lower across all California cities at 6.8%. Lake Forest’s revenue composition illustrates a healthy distribution across multiple income streams, reducing reliance on any single tax source.

Between 2018 and 2023, Lake Forest experienced notable growth in its tax revenue streams.

Property taxes and TOT showed significant climbs, growing by 36% and 53%, respectively. Sales and use tax revenues grew by 19% during the same period. The increase in property tax revenue mirrors that of Orange County (32% increase), however, sales and use tax and TOT revenues showed opposite levels of growth compared to Lake Forest. Across Orange County sales and use tax and TOT grew by 37% and 35%, respectively.

Overall, Lake Forest’s tax revenues grew by ~$13.7 million from 2018 to 2023. In the observed period, property tax share of the City’s General Fund tax revenues grew by 9%, while TOT grew by a significant 22%. Sales and use tax revenues comprised a smaller share of the City’s General Fund tax revenues in 2023, decreasing by 5% since 2018.

Looking at retail sales by category from 2018 to 2023, Lake Forest saw a 9% overall increase. The most notable gains were in food and beverage stores, which rose by 51%, followed by home Item: 12
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furnishings (34%) and motor vehicle dealers (31%). However, this growth was offset to some extent by a steep 26% decline in the “other retail outlets” category. These results suggest that consumer spending has shifted towards essentials and durable goods where access and convenience to these types of products has become essential for the consumer (e.g. Buy-Online, Pick-up In Store (BOPIS) or same-day/overnight delivery of goods).

The City’s sales tax performance over a longer horizon, from 2013 to 2023, reflects strong economic resilience. Despite a 20% drop in sales tax revenues during the COVID-19 pandemic, Lake Forest rebounded quickly, with revenues reaching $15.6 million in 2023. This 27% growth over the decade aligns with broader state recovery patterns, reinforcing the strength and adaptability of Lake Forest’s local economy.

Population and Household Demographics
In 2024, Lake Forest is home to 88,804 residents across 31,001 households, with an average household size of 2.83. The City has a slightly older demographic, with a median age of 40.6, compared to 39.8 in Orange County and 38.4 in California. Educational attainment is a standout feature, as nearly 54% of residents hold at least a bachelor’s degree—substantially higher than county and state averages. Additionally, the Hispanic population makes up 26.3% of the City, which is lower than the proportions seen in both Orange County (34.8%) and California (40.7%).

Income levels in Lake Forest further underscore its affluence. The median household income is $136,560, and the average income soars to $180,888, surpassing regional and statewide averages. Nearly two-thirds (64%) of households earn over $100,000 annually, and almost one-third (31%) earn more than $200,000. The City’s per capita income stands at $63,672, reinforcing a strong local economy and a high standard of living for its residents.

The housing landscape in Lake Forest is marked by high homeownership and rising property values. Approximately 68% of housing units are owner-occupied—well above the rates in Orange County (53%) and California (51%)—while rental units comprise 29%, with only a 3% vacancy rate. Home values have steadily appreciated, reaching an average of $1.195 million in 2024, outpacing both the county ($1.157 million) and state ($786,000) averages. The City’s average household size aligns closely with regional norms, further supporting a stable residential base.

Lake Forest’s workforce is highly educated and well-positioned for economic growth. With more than 53% of adults holding a bachelor’s degree or higher and 18% having a graduate or professional degree, the City presents a strong talent pool for employers. This educational advantage supports economic vitality and attracts business investment, making Lake Forest a desirable community for both living and working.

Consumer behavior in Lake Forest reflects its economic strength. Households collectively spend over $1 billion annually on retail goods and services, averaging $33,400 per household. Key spending categories include food at home ($10,006), dining out ($5,612), and entertainment Item: 12
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($5,593). This substantial level of consumer expenditure highlights the City’s vital role in supporting local retail and underlines the importance of brick-and-mortar establishments within the local economy.

Unemployment and Employment by Industry
As of June 2024, Lake Forest maintains a healthy unemployment rate of 3.8%, outperforming both Orange County (4.0%) and California (5.3%). This trend of low unemployment has been consistent over time, with only temporary spikes during major economic downturns like the COVID-19 pandemic. These figures reflect a stable and diversified local economy, supported by a broad employment base across various industries.

Lake Forest exhibits a well-balanced employment landscape. For residents, the largest sectors include health care (13%), professional and scientific services (11.5%), and retail trade (8.7%).

Within the City limits, employment is most concentrated in finance and insurance (11.2%), manufacturing (11.2%), and professional/scientific services (10.5%). This dual-sector strength— across both white-collar and industrial fields—reinforces the City’s economic versatility and capacity for sustainable job growth.

Geographically, job hubs in Lake Forest are located in the northeast around Bake Parkway and Alton Parkway, particularly along the 241 Toll Road, where business and industrial parks are situated. These employment centers align well with the City's residential density, which clusters near key transit routes like the 5 Freeway and central corridors. This alignment facilitates efficient commuting and supports the City’s overall accessibility and economic productivity.

Lake Forest experiences significant daily workforce movement, with 34,731 individuals commuting into the City for work and 38,704 residents commuting out—resulting in a net outflow of 3,973 workers. Major job inflows originate from nearby cities like Irvine, Santa Ana, and Mission Viejo, while most outbound commuters head to Irvine, Los Angeles, and Santa Ana.

Prominent local employers, including Oakley Inc., Applied Medical, and Bal Seal Engineering, play key roles in anchoring the City’s employment base.

Looking ahead, Lake Forest stands to benefit from the projected regional employment growth in Orange County by 2030. The fastest growing industries in Orange County by number of jobs includes Professional and Business Services; Trade, Transportation, and Utilities; Health Care and Social Assistance; Leisure and Hospitality; and Government. Three of the top five industries that employ the most people in Lake Forest (Professional, Scientific, and Technical Services; Health Care and Social Assistance; and Finance and Insurance [within Professional and Business Services]) fall within these five fast-growing categories. Given this, Lake Forest is well-positioned for sustainable economic development and increased job opportunities.

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RETAIL MARKET ANALYSIS
The Retail Market Analysis begins by offering an overview of recent broader market trends, with particular attention to how the COVID-19 pandemic has reshaped cities' approaches to various asset classes, with a strong focus on the retail market. It then shifts to an examination of the retail market in the City.

Recent Market Trends
The COVID-19 pandemic accelerated existing trends and reshaped the way cities consider land use. Key trends for each land use are outlined below.
- Retail: Retail has been an ever-evolving asset class and changed significantly prior to (and following) the pandemic. The United States is significantly over-retailed (with over 23 square feet (“SF”) of shopping center space per capita). In order to adapt to the growing presence of online retailers and e-commerce, several brick-and-mortar retailers began reducing their physical footprint in favor of developing omni channeling strategies to offer a seamless shopping experience to consumers whether via in-person or online modes of shopping. Additionally, as many big-box anchors at shopping centers across the country began shutting, shopping center developers and owners have reimagined many of these buildings from pure retail to a blend of uses, including residential and industrial.

The COVID-19 pandemic accelerated these trends as people were quarantined at home and began relying on e-commerce and online retailers. For example, e-commerce sales in the United States grew by 42% from 2019 to 2020. E-commerce sales continued to exhibit growth in the following years with e-commerce sales reaching 17% of total retail sales in 2023. Additionally, e-commerce represented approximately 46% of the total retail sales growth in the same year. Online shopping behaviors are unlikely to change given rapid delivery options, including same-day delivery by several e-commerce retailers. The types of retail that continue to grow and remain in demand include trip-generating uses, such as entertainment, experience, and essentials (e.g., restaurants, bars, grocery).

Kosmont also estimated the impact e-commerce has on physical retail space by estimating the average e-commerce sales per household and the total e-commerce sales across all households in the City. The average household in Lake Forest spent ~$7,370 per year on e-commerce, which is equivalent to approximately 18 SF of retail space per household (assuming retail sales average ~$400 per square foot). On a City-wide basis, the 31,000 households in Lake Forest spend ~$228 million on e-commerce, translating to 571,200 SF of retail space. Assuming a typical Floor Area Ratio of 0.25, 52.5 acres of developable commercially-zoned land would be needed to accommodate this level of retail space. Hence, while e-commerce is generating increasing revenue to the City via the County Pool, it also lessens the need for additional retail space in the market. - Office: Office leasing activity dropped as remote work became the new normal during the COVID-19 pandemic. Research has shown that while work-from-home days have dropped Item: 12
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from the pandemic high of 60%, employers are expecting an average of 2.3 work-from-home days per week, suggesting the hybrid home/office model is still being well-utilized post-pandemic. Telework and work-from-home options are reshaping the needs for office space and business districts. Office space appears to be moving closer to suburban areas or is being integrated into more blended use environments (developments that include complementary land uses e.g., commercial, residential, hospitality). - Industrial/Flex: The merging of retail and industrial uses via e-commerce is accelerating the growth of industrial/flex uses. Last-mile delivery and sorting facilities are in high demand as e-commerce retailers cannot thrive without a significant distribution network.

Additionally, flex space (space that is designed to be a versatile blend of industrial, office, research and development, incubator, tech, and retail-showroom) is a growing market. - Multifamily Residential: New housing can generate significant new tax revenues both directly via annual property taxes and indirectly via sales tax revenues as remote workers can alleviate traffic and increase spending to support local businesses. Additionally, e-commerce spending from residents will allow for a greater proportion of County Pool revenues to be distributed to the City. Given this, housing is not necessarily a net negative fiscal impact to a City, especially given rising property values for new construction. As work-from-home became the new normal, home office amenities are becoming increasingly important in both single family and multifamily residential projects. Lastly, as large retail centers are converting from pure retail centers to a blend of uses, we are beginning to see more residential uses within shopping centers. - Hospitality: The COVID-19 pandemic affected both business and leisure travel and thus significantly hurt the hospitality industry. However, as conferences and events are returning to in-person formats and leisure travel is rebounding, we are observing hotels approaching similar levels of occupancy as prior to the pandemic. Additionally, average daily rates (“ADR”) and revenue per available room (“RevPAR”) have increased gradually to offset the negative impacts of the pandemic.

Retail Market Analysis
The Retail Market Analysis evaluates the retail real estate markets, with a focus on key shopping centers. Observed geographies include the City, the Lake Forest / Foothill Ranch / Mission Viejo / Ladera Ranch / Coto de Caza / Rancho Santa Margarita Submarket (“Submarket”), and Orange County (See Figure 1). This analysis observes existing supply conditions for retail space for the most recent available quarter (Q4 2024, year-to-date [“YTD”]), as well as historical trends in vacancy and market asking rents on an annual basis over a ten-year period between 2013 and 2023.

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Figure 1: Map of Lake Forest and the Submarket
Existing Conditions
The retail market in the City is strong, comprising approximately 4.2 million SF and accounting for 66% of the retail inventory within the broader Submarket. Out of this retail space, 3.7 million SF belong to the 44 distinct retail shopping centers in the City. The newest addition, Portola Retail Center, opened in 2023 and features ground-floor retail in a mixed-use development, with leasing opportunities ranging from 1,200 to 10,000 square feet at NNN rents of $42 per square foot.

According to CoStar, the City’s retail market has a low vacancy rate of 2.8% (See Table 1).

However, CoStar was unable to capture all vacancies, so a reconciliation analysis of vacant spaces among the designated 18 shopping centers was performed. Kosmont completed a local outreach effort with brokers and property manages that revealed an additional 156,400 SF of vacant space existing in the market, thus bringing the vacancy rate to 6.6%. The revised vacancy rate still indicates a relatively healthy retail market in the City. In discussions with brokers and property managers, many vacant properties are currently being marketed or are in negotiations with a potential tenant to fill the empty spaces.

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Table 1: Retail Market Overview*
Note: *Vacancy rate and SF provided by Costar do not reflect all vacant spaces in the market. Market asking rents were observed to show the rental income that a property in the observed geographies would likely command in the open market. Negative net absorption refers to the fact that more tenants vacated retail space as opposed to renewing or expanding.

These vacancies were primarily comprised of national big-box retailers (e.g., 99 Cents Only Stores, and CVS Pharmacy) that recently closed due to financial strains. Although these vacancies have occurred, they provide an opportunity for expanding retailers. Most notably, the City has been a beneficiary of a recent Aldi that opened at the site of a former CVS Pharmacy at El Toro Plaza.

Historic Trends (2013-2023)
Despite some disruptions during the COVID-19 pandemic—with negative net absorption in both 2020 and 2021—the market has demonstrated resilience. Over the past decade, Lake Forest has recorded a net positive absorption of 156,650 SF, and while vacancy has slightly increased from

2.3% in 2023 to 2.8%, the market remains notably tight. Vacancy levels remain more than 50% below those seen in the Submarket and 72% lower than the broader County average.

Retail rents in Lake Forest have shown steady growth since 2013, and by Q4 2023, asking rents were 3% higher than the Submarket and 12% above the County average. Over the last ten years, the area has added approximately 55,300 SF of new retail space, largely concentrated in developments such as Baker Ranch, Portola Retail Center, and Lake Forest Gateway.

Lake Forest residents actively support a mix of local and regional retail, dining, and entertainment venues. Local favorites include BJ’s Restaurant, Rubio’s, In-N-Out, and Raising Cane’s, while Item: 12
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grocery needs are primarily met by Ralphs and Stater Bros. However, many residents regularly shop at big-box retailers like Walmart, Costco, and Target, and pursue fitness at Planet Fitness and LA Fitness. Regional destinations such as Irvine Spectrum serve as popular entertainment options, underscoring a consumer base that blends local and regional activity.

Retail Leakage
When reviewing visitor information provided by Placer.ai, despite the City’s sizable retail footprint, the City experiences notable retail leakage. Residents are frequently shopping in nearby cities like Irvine, Mission Viejo, and Laguna Hills. The Irvine Spectrum Center alone draws over 950,000 visits annually, offering a robust mix of anchors (e.g., Target, Nordstrom), specialty retailers, and entertainment. Other high-traffic destinations include Portola Plaza and The Shops at Mission Viejo, suggesting Lake Forest consumers are seeking greater variety and experiences not fully available locally. Table 2 shows the top ten shopping centers/retailers by number of visits where Lake Forest resident sales are leaking.

Table 2: Top Areas of Retail Leakage (Placer.ai)
Rank Location GLA (SF) City Anchor Tenants /
Major Retail
# of
Visits
1 Irvine Spectrum
Center 1,388,737 Irvine
Target, Regal Cinemas, Nordstrom, Dave &
Buster’s, Barnes & Noble, Kestan, Bristol
Farms
950,310
2 Portola Plaza 198,404 Mission Viejo Ralphs Fresh Fare, T.J. Maxx 819,580 3 Costco Wholesale 141,601* Irvine N/A 690,790
4 Village at Laguna
Hills N/A** Laguna Hills
In-N-Out Burger, Nordstrom Rack, BJ’s
Brewhouse, King’s Fish House, Firestone
Auto Care, Just Tires
460,510
5 Target 141,061 Mission Viejo N/A 455,250
6 Trabuco Hills Center 98,228 Mission Viejo Sprouts Farmers Market 450,620 7 Costco Gasoline*** N/A Irvine N/A 418,270
8 The Shops at
Mission Viejo 1,260,952Mission Viejo Macy’s, Nordstrom, Dick’s Sporting Goods, Round1, Old Navy, Pottery Barn 362,150
9 Rancho Santa
Margarita Town
Center
275,181 Rancho Santa
Margarita
Target, Ross, Tilly’s, Walgreens, ULTA
Beauty,
Trader Joe’s, Big 5 Sporting Goods
339,550
10 The Market Place 1,496,676 Tustin
Target, Home Depot, 24 Hour Fitness,
Dick’s Sporting Goods, Best Buy, Amazon
Fresh, Regal Cinemas, REI
332,470
Notes: *Square footage includes gas station; **The primary building part of the 670,000+ SF regional mall was demolished in 2023, however, certain retailers (e.g., In-N-Out Burger, Nordstrom Rack, BJ’s Brewhouse, King’s Fish House, Firestone Auto Care, and Just Tires) remain open. The 460,510 visits to this mall would indicate the total visits to the aforementioned retailers. ***Part of Costco Wholesale in Irvine. Square footage is calculated within the total SF for Costco.

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Retail leakage data identifies several high-opportunity categories. The City loses $23.95 million annually in grocery sales and over $92 million across full-service and limited-service restaurants.

Additionally, clothing stores and department stores experience substantial leakage of $26.07 million and $7.78 million, respectively. Online sales also account for significant revenue loss in sectors like clothing and sporting goods. Table 3 shows the retail categories exhibiting a retail sales leakage.

Table 3: Retail Leakage by Retail Category

UNMET RETAIL DEMAND BY RETAIL CATEGORY
(LAKE FOREST RESIDENT PURCHASES)
Retail Category Supply (Sales) $ Demand $ Surplus $ /
Leakage $
Online Sales
Leakage
Potential
Bars/Drinking Places
(Alcoholic Beverages) 3,910,000 11,160,000 (7,250,000) None Department Stores 33,770,000 41,550,000 (7,780,000) Varies Beer, Wine, & Liquor
Stores 8,880,000 17,580,000 (8,700,000) Low
Grocery Stores 196,090,000 220,040,000 (23,950,000) Low Clothing Stores 52,800,000 78,870,000 (26,070,000) High Full-Service Restaurants 93,580,000 137,270,000 (43,690,000) None Limited-Service
Eating Places 88,100,000 136,860,000 (48,750,000) None
To address these retail gaps, Lake Forest could benefit from increasing the supply of grocery stores and full-service restaurants, while also expanding specialty retail and entertainment offerings to retain local spending. Furthermore, enabling local businesses to integrate e-commerce capabilities, like omni-channeling (i.e., having multiple and consistent methods for customer interactions and purchases) could help recapture sales lost to larger online retailers, such as Amazon. By strategically targeting these gaps, the City has the opportunity to enhance its retail ecosystem, attract shoppers from surrounding areas, and bolster its local economy.

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SHOPPING CENTER ANALYSIS
Kosmont analyzed 18 shopping centers (totaling 2.3 million square feet [“SF”]) identified by the City in this Shopping Center Analysis. For geographical purposes, Consultant categorized the 18 shopping centers into North, Central, and South (See Figure 2) described below. - Northern Area Shopping Centers:
o The Northern Area contains five shopping centers totaling 1.3 million SF and are primarily concentrated around the toll road (CA-241). These include the following centers: Foothill Ranch Towne Center, The Shops at Home Depot, Foothill Plaza, the strip centers on Lake Forest Dr., and Forest Plaza. - Central Area Shopping Centers:
o The Central Area contains five shopping centers totaling 362,500 SF. Two centers are located on Trabuco Rd. and the remaining three centers are situated just north of Muirlands Blvd. The shopping centers in this area include: Sycamore Plaza, Grocery Outlet Center, El Toro Auto Center, Plaza El Toro, and Lake Forest Village Shopping Center
- Southern Area Shopping Centers:
o The Southern Area contains eight shopping centers that are located south of Muirlands Blvd. and north of the I-5 Freeway. Shopping centers in this area include: Lake Forest Town Center, Aspan Plaza, Rockfield Center, Rockfield Place, Orange Tree Plaza, Bell Tower South, Lake Forest Marketplace, and the centers located along the I-5 Freeway Corridor
Figure 2: Shopping Center Map
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For each center, Kosmont evaluated the visitor traffic from 2020 to 2024 compared to a baseline year (2019); created a profile of each center with key information including location, size, anchor tenants, and ownership; analyzed historic market data (last ten years) to observe trends in retail vacancies and lease rates; examined visitor analytics (including demographic data of visitors to the shopping centers, along with key hours and days when visits were the highest); generated heat maps showing where most visitors are coming from; and provided a summary of observations / recommendations going forward.

In observing the 18 shopping centers, Kosmont found five principal observations:

Strong Performance with Local / Regional Draws
The shopping centers in the area are generally performing well, with many showing high occupancy rates and steady or increasing visitation levels. The centers that are anchored by major grocery stores like Stater Bros., Albertsons, and Grocery Outlet tend to attract predominantly local visitors, with the majority coming from within three miles. Conversely, centers such as El Toro Auto Center and Aspan Plaza have a more regional appeal, drawing significant foot traffic from up to 30 miles away. This diverse range of visitor patterns reflects the variety of services offered, from local conveniences to specialty or auto-related services with broader catchment areas. The high visitation volumes—some centers seeing over a million visitors annually— underscore strong consumer demand and reinforce the stability of the retail market across these commercial nodes.

Mixed-Use Potential Under Zoning Flexibility
A number of centers fall within areas zoned for Mixed-Use 43, which allows for up to 43 dwelling units per acre and a floor area ratio (FAR) of 1.2:1. This zoning designation opens the door for creative redevelopment strategies that blend residential, retail, and commercial uses—especially where underperforming or partially vacant properties exist. For instance, sites like Rockfield Place, parts of the Foothill Ranch Towne Center and El Toro Auto Center offer opportunities to reimagine existing shopping centers with added residential units or experiential retail formats.

Aligning redevelopment with nearby uses such as hotels or transit corridors can strengthen the area’s overall appeal and support long-term urban planning goals that emphasize walkability, vibrancy, and sustainability.

Vacancy and Re-Tenanting Trends
While most centers maintain healthy occupancy rates, several have experienced significant vacancies due to anchor tenant closures—such as the departures of CVS, 99 Cent Store, and Cinemark. In many cases, these vacancies have been successfully re-leased, indicating a resilient retail market and a continued demand for retail and service space. However, these fluctuations Item: 12
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underscore the importance of proactive re-tenanting strategies. The City should monitor these shifts closely and support property owners in attracting businesses that meet evolving consumer needs. This may involve targeting experiential, service-oriented, or locally-owned businesses that can fill gaps and create community-oriented destinations.

City’s Role in Retention and Revitalization
Across the board, the City should play a role in maintaining the vitality of its commercial centers.

This includes ongoing engagement with property owners, brokers, and developers to stay ahead of market trends and respond quickly to emerging vacancies. The City can also aid in business attraction, expansion, and retention efforts by offering planning flexibility, facilitating permits, and encouraging improvements such as façade upgrades. In some cases, limited redevelopment may be warranted to better align with zoning goals and demographic shifts. Overall, a coordinated approach to supporting shopping center health—balancing long-term vision with short-term responsiveness—will be essential to ensuring these centers continue to serve as economic and social hubs for the community.

Economic Development Tools for Growth
To support continued development and capitalize on market momentum, the City is encouraged to implement a range of economic development tools. Strategies like Value Capture Zoning, including Development Opportunity Reserve (D.O.R.®) and Enhanced Infrastructure Financing Districts (“EIFDs”) can play a pivotal role in funding public infrastructure improvements tied to new or intensified development. These tools allow the City to reinvest a portion of the property tax increment generated by new growth into enhancements that benefit the surrounding community. Particularly in areas experiencing residential expansion or where redevelopment potential exists, these mechanisms can help align private investment with public benefit, fostering more cohesive and well-supported mixed-use environments.

Recommendations for each shopping center can be found at the end of the document following the discussion of economic development tools.

MIXED-USE SWOT ANALYSIS
In August 2022, the City approved a Zoning Code Amendment that established mixed-use zoning in five areas throughout the City as part of the General Plan. The Mixed-use Office zone allows for business parks and office uses, while the remaining four zones (Mixed-Use 32 and 43, and Urban Industrial 25 and 43) allow for stand-alone residential development or a blend of residential, commercial, and / or industrial development. Kosmont conducted a Strengths, Weaknesses, Opportunities, and Threats (“SWOT”) Analysis of six shopping center / shopping areas (Foothill Ranch Towne Center, Lake Forest Town Center / Aspan Plaza / Rockfield Center, Rockfield Place, El Toro Auto Center, Lake Forest Marketplace, and the Freeway Corridor) that fall within the mixed-use zones for a potential blend of uses. Figure 3 shows a map of the mixed-Item: 12 483
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use zones, along with the location of the shopping centers observed. Table 4 provides a high-level summary of the mixed-use zones.

Figure 3: Mixed-Use Zoning Map with key shopping centers analyzed.

Table 4: Summary of Mixed-Use Zones
Zoning Summary
Mixed-Use 32 (MU 32) Provides for a horizontal or vertical mixture of commercial, office, and residential uses; Single use projects (all residential or all commercial are allowed); Up to 32 du/net acre of land, FAR 1.0:1 for non-residential (MU 32); Up to 43 du/net acre of Mixed-Use 43 (MU 43) land, FAR 1.2:1 for non-residential (MU 43) Mixed-Use Office (MUO)
Provides for business parks, office uses, and light industrial uses at higher intensities than those in business park or professional office zones. Residential is prohibited. FAR 1.5:1.

Urban Industrial 25 (UI 25) Provides for horizontal or vertical mix of office, commercial, light industrial, and residential uses; Single use projects (all residential, office, or industrial) are allowed; Up to 25 du/net acre of land and FAR 1.0:1 for non-residential (UI 25); 43 Urban Industrial 43 (UI 43) du/net acre and FAR 1.2:1 for non-residential (UI 43) Item: 12
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Strengths
The shopping centers analyzed possess several strong attributes that support future development potential. Notably, many of the sites offer large land areas that can accommodate substantial new development. Their high visibility from major transportation corridors—such as CA-241, I-5, and heavily trafficked roads like El Toro Road, Lake Forest Drive, and Rockfield Boulevard—enhances their appeal for both commercial and residential projects. Additionally, some centers are well-situated near existing residential and commercial developments, allowing for the creation of synergistic mixed-use environments.

Weaknesses
Despite these strengths, several key weaknesses present challenges to redevelopment. Chief among them are restrictive CC&Rs (Covenants, Conditions & Restrictions) and long-term leases, which can significantly complicate property acquisition and site assembly. In certain cases, existing leases may make it difficult to integrate residential development due to a lack of available space for parking or other necessary amenities. Geographical challenges, such as non-contiguous parcels, elevation changes, or limited access to freeways and thoroughfares, further hinder development feasibility. Some sites also face unique, location-specific issues—for example, the El Toro Auto Center is constrained by the adjacent Orange County Fire Authority station, which limits block-wide redevelopment. Meanwhile, the Freeway Corridor may potentially lose existing buildings due to the construction of a new I-5 Freeway on/off ramp.

Opportunities
On the upside, the City’s new Mixed-Use 43 and Urban Industrial 43 zoning designations provide significant flexibility for future development. These zones allow for a broad mix of uses, including residential densities up to 43 dwelling units per acre and commercial development with a Floor Area Ratio (FAR) of up to 1.2:1. This opens the door for a range of possibilities, including housing, hotels, experiential retail, or even retail-office hybrids that complement existing or nearby land uses. Additionally, some centers benefit from the potential to incorporate high-visibility signage due to their proximity to major freeways, which could help attract tenants or customers.

Threats
Several threats to development were also identified. Common risks include concerns about the market feasibility of future mixed-use or residential development, as well as potential opposition from current tenants who may resist redevelopment efforts. In some instances, such as at Lake Forest Marketplace or Lake Forest Town Center, the existing centers may already be operating near their highest and best use, making tenant displacement economically unviable. Other threats are more site-specific—for example, the western parcel of Rockfield Place is owned by the State of California, introducing potential delays or complications in acquiring the property.

Likewise, uncertainty around the final footprint of the new I-5 freeway ramp creates risk for future investment in the Freeway Corridor.

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COMMUNITY / OUTREACH ENGAGEMENT
Kosmont conducted stakeholder outreach to local brokers, property managers, and businesses to better understand shopping center dynamics and existing market conditions in the City.

Overall retail market conditions in the City are strong with many shopping center owners experiencing robust occupancies. While some big-box retail vacancies have occurred (e.g., 99 Cents Only stores going out of business, CVS closures, Cinemark theater), these vacancies provide opportunities for expanding retailers in a considerably tight market. Additionally, shopping centers along CA-241 Toll Road and the I-5 Freeway experience greater visibility and thus show strong vacancies and asking rents. Businesses will look towards opening in centers with strong visibility and traffic counts (e.g., centers located on El Toro Rd. and Rockfield Ave.).

Weaknesses identified during community outreach included the following: conflicting priorities among multiple landowners within the same shopping center and covenants, conditions, and restrictions (“CC&Rs”) that present challenges for owners looking to redevelop. Additionally, the shopping center inventory contains mature properties with aged facades, limited upgrades, and poor layouts, which may detract future tenants. Lastly, certain tenants are struggling due to shifts in market trends and financial strains related to consumer changes, particularly in entertainment, discount retail, and pharmaceutical purchases.

Lake Forest's shopping centers face several key challenges that threaten their competitiveness and appeal. Property managers have raised concerns about the presence of unhoused individuals near centers adjacent to the I-5 freeway, which may impact customer experience and safety perceptions. Additionally, some property owners are unwilling to invest in necessary improvements, leading to aging and less attractive retail spaces. Compounding these issues is retail leakage to nearby cities like Irvine and Mission Viejo, which contain larger shopping centers that draw potential shoppers away from Lake Forest.

Several opportunities exist to enhance shopping centers in Lake Forest and strengthen their competitiveness. Continued outreach and collaboration between the City and the broker/property management community—such as regularly scheduled meetings—can help address shared challenges and identify growth opportunities. Providing additional support to manage unhoused population concerns and reduce vandalism, particularly near the I-5 freeway, would improve the perception and safety of affected retail areas. A façade improvement program could further encourage the renovation of aging properties, making them more attractive to tenants and shoppers. Lastly, maintaining the City’s successful Buy One, Get One (“BOGO”) program can stimulate increased local spending and drive more foot traffic to shopping centers.

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ECONOMIC DEVELOPMENT STRATEGIES
Kosmont outlines several economic development strategies the City may use to achieve its long-term economic goals. These include:
- Real Estate Strategies, such as Business Expansion, Attraction, and Retention (“BEAR”), - Value Capture Zoning / Specific Plan,
- Tax Increment Financing (“TIF”) Districts, and
- Grant Funding from Federal and State sources focused on infrastructure, energy, and climate-focused investment and projects
Cities, such as Lake Forest, can use these economic development strategies in tandem as part of an overall economic development playbook. Table 5 summarizes how each of these strategies can be used to attract, finance, and optimize development.

Table 5: Summary of Economic Development Strategies
Econ. Devt. Strategy Use
Business Expansion, Attraction,
and Retention (“BEAR”)
Proactively attract new businesses and development, and retain and expand existing businesses to generate revenues (sales tax, TOT) for the City Zoning and Land Use Strategies:

Specific Plans with Development
Opportunity Reserve (D.O.R.)®
Create flexible zoning with updated Specific Plans to adapt to market trends and customer dynamics; Capture the value from zoning changes to link new density to community benefits and public amenities via D.O.R.® Infrastructure Financing Districts
Use TIF districts, such as Enhanced Infrastructure Financing Districts (“EIFD”) or Climate Resilience Districts (“CRD”) to capture taxes from assessed value increases to fund infrastructure needs to unlock private investment Grants and Other Public Funding Pursue grant funds available at the state and regional level for infrastructure, climate resilience, housing, and other development projects While the main report examines each economic development strategy, this Executive Summary will focus on the tool the City should consider using as an immediate next step to meet goals related to its retail and shopping centers – Business Expansion, Attraction, and Recruitment (“BEAR”). More information regarding BEAR is described below.

Business Expansion, Attraction, and Recruitment (“BEAR”) BEAR is designed to promote economic development by encouraging cities to proactively engage with private property owners to drive real estate projects aligned with broader community goals.

A key component involves direct outreach to property owners to better understand their development plans, identify obstacles, and explore opportunities that support the City’s objectives. The strategy emphasizes maintaining regular communication with top sales tax contributors, major employers, and key suppliers.

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Another focus is on promoting the rehabilitation and renovation of properties, which can include storefront facelifts and signage upgrades, supported by programs such as façade improvement loans or grants. Marketing efforts aim to position the City as a business-friendly environment, showcasing its community assets, skilled workforce, and economic success stories.

Targeted outreach is also essential, involving direct engagement with developers, brokers, and businesses using marketing materials, meetings, site tours, and presence at industry events like Innovating Commerce Serving Communities (formerly International Council of Shopping Centers) [“ICSC”] conferences. The City could consider creating a strategy for marketing business opportunities at ICSC conferences. Lastly, BEAR encourages the formation of Public-Private Partnerships (P3s), where the City can invest in infrastructure or other improvements to support mutually beneficial development goals shared by both the City and property owners.

Business Incentive Programs
Many communities across the state use a variety of business and economic development incentive programs. The City has the opportunity to establish a similar program; however, it is critical to first define clear goals—such as supporting small businesses, increasing job creation, attracting major tax generators, or encouraging specific types of development. Additionally, a system should be developed to measure the effectiveness of each initiative.

Implementation costs can vary. Some incentives, like job tax credits, façade improvements, and infrastructure upgrades, involve direct City expenditures. Others, such as tax sharing agreements and fee waivers, are generally offset by the increased tax revenue generated through new development.

Examples of business incentive programs include:
- Façade improvement programs,
- Infrastructure investment,
- Tax sharing agreements and tax abatements,
- Efficient permitting,
- Job tax credits / Workforce training, and
- Fee waivers / deferrals in targeted areas
Some examples of other cities implementing business incentive programs include:
- City of Santa Barbara - started a program in 2019 (prior to COVID) that entailed closing down a portion of a majorstreet to be more pedestrian-friendly; which activated the area by promoting outdoor dining and increasing patronage of local businesses.

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- The City of Carson - provides local business and property owners with matching grants to improve their storefronts and attract new visitors to the City’s major commercial corridors. Through the program, tenants and/or property owners may qualify for a reimbursement grant of $2,500 to $25,000 for storefront aesthetic improvements.

SHOPPING CENTER RECOMMENDATIONS
Kosmont categorized the 18 observed shopping centers into three categories based on mutual highlights and recommendations for the centers. A short summary and a table with key recommendations for each category are provided below.

Reimagine and Redevelop
The following shopping centers highlighted in Table 6A are well-located with high visibility.

Kosmont suggests the City utilize major/large vacancies to reposition the properties for blended use redevelopment via the mixed-use zones while maintaining low vacancies among other anchor tenants.

Table 6A: Shopping Center Recommendations (Centers to Reimagine and Redevelop) Shopping Centers Recommendations
- Foothill Ranch Towne
Center
- El Toro Auto Center
- Rockfield Place
- Focus on partnerships and supporting landowners through land use complexities (e.g., CC&Rs, long-term leases,
multiple landowners) that make acquisition difficult
- Use version of Development Opportunity Reserve (D.O.R.®) to incentivize private investment
- Maximize private development opportunities in mixed-use zoning areas by actively promoting to developers/brokers - Focus on Business Expansion, Attraction, and Retention Item: 12
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Support and Promote
The centers highlighted in Table 6B require occasional leasing support due to ongoing short-term shifts in vacancies. These centers require both tenant retention and recruitment efforts.

Table 6B: Shopping Center Recommendations (Centers to Support and Promote) Shopping Centers Recommendations
- The Shops at Home Depot
- Foothill Plaza Promenade
- Sycamore Plaza
- Grocery Outlet Center
- Aspan Plaza
- Forest Plaza
- Utilize BEAR strategy to re-tenant key spaces
- Address visual/façade upgrades, as mature properties age - Provide ongoing incentive programs to support property owners with business-friendly expeditious
permitting/approvals
- Focus on Business Attraction and Retention
Monitor and Maintain Stability
The shopping centers highlighted in Table 6C are highly leased, well located, and fully stabilized.

These centers require minimal intervention from a leasing perspective, but should continue to be monitored due to the age of the properties.

Table 6C: Shopping Center Recommendations (Centers to Monitor and Maintain Stability) Shopping Centers Recommendations
- El Toro Plaza
- Lake Forest Village
- Lake Forest Dr. / Big-O Plaza
- Lake Forest Town Center
- Rockfield Center
- Orange Tree Plaza
- Bell Tower Plaza South
- Lake Forest Marketplace
- Freeway Corridor
- Monitor for long-term shifts and offer support
to property owners as vacancy challenges arise
- Address visual/façade upgrades as mature
properties age
- Focus on Business Retention
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ACTION ITEMS / NEXT STEPS
Kosmont suggests the City focus on BEAR as part of next steps related to its retail. Action items include the following:

1. Maintain a strong relationship with the broker and property management community in the City to stay abreast of challenging market conditions and provide support for major vacancies.

2. Attend and market opportunities at ICSC and other conferences with a retail and residential development presence to promote and support retail centers. Note: The largest ICSC conference of the year is in Las Vegas in May where attendance is ~25,000.

An immediate next step for the City would be to create marketing material and begin outreach for meetings with retailers, developers/owners, and brokers.

3. Develop technical assistance (e.g., supporting businesses in applying for federal/state grant or loan funds) and business incentive programs (e.g., façade improvement programs) to support emerging businesses in major corridors as well as centers with ongoing vacancy challenges.

4. Streamline processes and requirements to appeal to existing and future businesses.

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1601 N. Sepulveda Blvd., #382
Manhattan Beach, CA 90266
www.kosmont.com | @KosmontTweets
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KOSMONT COMPANIES 2| 2
1 Project Overview
2 Key Findings
3 Economic Development Strategies
4 Next Steps

PRESENTATION OUTLINE
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DISCLAIMER
These analyses, projections, assumptions, rates of return, and any examples presented herein are for illustrative purposes and are not a guarantee of actual and/or future results. Project pro forma and tax analyses are projections only. Actual results may differ from those expressed in this analysis, as results are difficult to predict as a function of market conditions, natural disasters, pandemics, significant economic impacts, legislation and administrative actions.

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PROJECT OVERVIEW
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SCOPE OF WORK
Kosmont Companies (“Kosmont”) was hired by City of Lake Forest (“City”) to prepare a Shopping Center Analysis (“Analysis”) which included the following elements:
 Demographic and economic profile of the City,
 Retail market analysis to evaluate market conditions,  Engagement with brokers and local businesses to understand the strengths and challenges that face the City,
 Profile of eighteen (18) designated shopping centers to understand current conditions and opportunities,
 Assessment of retail leakage and frequency of visits by residents,  Strengths, Weaknesses, Opportunities, and Threats (SWOT) Analysis of six (6) shopping centers located within the City’s mixed-use zones for a potential of blended uses, and  Overview of economic development strategies.

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OBJECTIVE OF THE ANALYSIS
Why is the Shopping Center Analysis Important:
 The City should be experts in market conditions and trends, demographics, retail market metrics, status of properties/projects and stakeholders … because market intelligence allows strategic, economic development decision making by the City,
 Retail and land uses are evolving at a dramatic pace; online sales are at an all time high, and the consumer is leveraging technology and demanding convenience, which impacts retail business models and formats (i.e., importance of internet/social media marketing, pickup/delivery/drive thrus),  Public sector needs private investment/partnerships led by developers, owners, brokers, retailers/businesses; in other words, it is a symbiotic and relationship driven business,  The City has a strong stock of desired, well-located retail with low vacancy,  There is competition from surrounding communities, and  Important for City to be flexible from a zoning perspective and business friendly through continued business retention, attraction and expansion, while keeping community priorities top of mind Item: 12
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SUMMARY OF SHOPPING CENTERS
Kosmont evaluated 18
shopping centers (2.3 M SF)
identified by the City for
the Analysis. For
geographical summary
purposes, Kosmont
categorized the 18 centers
into North, Central, and
South:
 Northern Area Shopping
Centers (5 centers – 1.3 M
SF)
 Central Area Shopping
Centers (5 centers –
362,500 SF)
 Southern Area Shopping
Centers (8 centers –
715,400 SF)
# Center Name Location
1 Foothill Ranch Towne Center Northern
2 The Shops at Home Depot Northern
3 Foothill Plaza Northern
4 Lake Forest Dr. Centers Northern
5 Forest Plaza Northern
6 Sycamore Plaza Central
7 Grocery Outlet Center Central
8 El Toro Auto Center Central
9 El Toro Plaza Central
10 Lake Forest Village Shopping Center Central
11 Lake Forest Town Center Southern
12 Aspan Plaza Southern
13 Rockfield Center Southern
14 Rockfield Place Southern
15 Orange Tree Plaza Southern
16 Bell Tower South Southern
17 Lake Forest Marketplace Southern
18 Freeway Corridor Southern
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KEY FINDINGS
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POPULATION & INCOME

CITY, COUNTY, AND STATE
2024 Lake Forest Orange
County
California
State
Population 88,804 3,171,875 39,530,491
Households 31,001 1,090,541 13,641,471
Average HH Size 2.83 2.86 2.83
Median Age 40.6 39.8 38.4
% Bachelor's Degree or Higher 53.8% 46.2% 38.8%
% Hispanic Origin 26.3% 34.8% 40.7%
Per Capita Income $63,672 $54,311 $48,206
Median HH Income $136,560 $112,796 $97,646
Average HH Income $180,888 $157,826 $139,308
Source: ESRI Business Analyst Online (Accessed July 2024) Item: 12
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KEY FINDINGS

ECONOMIC PROFILE
Property Taxes
33%
Sales and Use Tax
29%
Transient
Occupancy Taxes
& STR Fees
8%
Other
30%
Source: Kosmont Companies; CA DOF (Accessed June 2024)
Notes: “Other” includes fees & taxes such as utility user, Business license, franchise, transportation, property transfer, construction, parking, admission, and other
City Sales Tax Revenue by Year (2013-2023)
$12,207,000
$12,433,000
$15,561,000
$10,000,000
$12,000,000
$14,000,000
$16,000,000
$18,000,000
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
Lake Forest Sales Tax Revenue
City Overall Tax Revenue (2023)
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Source: CoStar (November 2024); City of Lake Forest includes Foothill Ranch; Note: *Vacancy Rate and SF provided by CoStar does not reflect all vacant spaces in the market (see next slide). Market asking rents were observed to show the rental income that a property in the observed geographies would likely command in the open market. Negative net absorption refers to the fact that more tenants vacated retail space as opposed to renewing or expanding.

RETAIL MARKET SNAPSHOT
2024 YTD (Q4)
City of
Lake Forest
Lake Forest/Mission
Viejo/Ladera Ranch/RSM
Submarket
Orange County
Availability
Market Asking Rent $PSF $43.22 $42.16 $38.22
Vacancy Rate 2.8%* 5.1%* 4.1%
Vacant SF 118,068* 604,273* 6,035,579
Net Absorption 630 (36,284) (90,273)
Inventory
Existing SF 4,166,469 11,950,257 145,564,978
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MAJOR RETAIL VACANCY RECONCILIATION

LIST OF NON-COSTAR PROPERTIES
Former Tenant Space Est. Vacant
SF Shopping Center City Area Cross Streets Leasing Company Notes Based on Outreach 1 Cinemark 85,000 Foothill Ranch
Entertainment Center Northern Town Centre Dr. / Bake
Pkwy. EPR Properties In escrow
2 99 Cent Store 20,000 Foothill Ranch Town Center Northern Town Centre Dr. / Market Pl. N/A Recently sold to Charles
Company
3 99 Cent Store 24,400 Lake Forest Marketplace Southern El Toro Rd. / Rockfield Blvd. ICS Prop. Group Recently leased to a specialty
market / grocer
4 CVS Pharmacy 27,000 Freeway Corridor (Hunter
Court) Southern El Toro Rd. / Rockfield
Blvd. Merlone Geier Mgmt. CVS controls space into
this year
Large Vacancies Not on CoStar (SF): 156,400 3.8%
Current CoStar Vacancy (SF): 118,068 2.8%
Total Approx Citywide Vacancy (SF): 274,468 6.6%
Source: CoStar (Updated November 2024);
Other Notable Vacancies (Recently Leased):

Former Tenant Space Est. Vacant
SF Shopping Center City Area Cross Streets Leasing Company Notes Based on Outreach 1 CVS Pharmacy 8,000 Lake Forest Village Central Ridge Rte. Dr. / Muirlands Blvd. CBRE Leased to Animal Clinic and open
2 99 Cent Store 17,000 Lake Forest Town Center Southern Lake Forest Dr. / Muirlands Blvd. Axiom Leased to a grocery/market;
awaiting opening
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ECONOMIC DEVELOPMENT STRATEGIES
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ECONOMIC DEVELOPMENT STRATEGIES

ONGOING EFFORTS BY THE CITY

1. City offers expedited business assistance meetings (to help new business owners open or current to expand)

2. Partnership with the Lake Forest Chamber of Commerce  Business seminars and events, the Taste of Lake Forest, & Grand Opening/Anniversary Ribbon Cuttings

3. Business Spotlight Program

4. Business in the News marketing program

5. Bi-Annual Roundtables for Hotel General Managers and Commercial Brokers/Property Managers

6. Market open office space and assist businesses in finding vacancies

7. Printed Materials – Business Newsletter

8. Zoning and Land Use Strategies
 City just updated its new General Plan in June of 2020  Created new mixed-use opportunities in the City
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ECONOMIC DEVELOPMENT STRATEGIES

ROADMAP
Grant Funding – Federal and State Sources
Prop 4 - $10B; $1.6T+ in overall funding made available for infrastructure, energy, and climate focused investment and projects
Real Estate Strategies (“BEAR”)
Value Capture using Zoning/Specific Plan
New Tax Increment Financing (TIF) Districts
(e.g., EIFDs, CRDs, CRIAs)
1 2
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BUSINESS, EXPANSION, ATTRACTION & RETENTION
“BEAR”
Econ. Dev.

Strategy Recommended Action Item
“BEAR”

1. Maintain a strong relationship with the broker and property management community in the City to stay abreast of challenging market conditions and provide support for major vacancies

2. Attend and market opportunities at ICSC and other conferences with a retail and residential development presence to promote and support centers

3. Develop technical assistance and business incentive programs to support emerging businesses in major corridors as well as centers with ongoing vacancy challenges

4. Streamline processes and requirements to appeal to existing and future businesses
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ECONOMIC DEVELOPMENT STRATEGIES
SUCCESSFUL “BEAR” PROGRAMS
City of Norwalk
Project: Retail Recruitment Services
Objective: Solicit interest from hotels and restaurants for new developments within the City of Norwalk
Outcome: Successful introductions and continued outreach at ICSC Conference to achieve interest from hotels (e.g., Marriott expressed strong interest) and restaurants, including Darden Restaurants (Olive Garden, LongHorn Steakhouse, Yard House)
City of Indian Wells
Project: Retail Recruitment Services
Objective: Attract grocer to fill major vacancy
Outcome: Filled a large vacant building with a Sprouts Farmers Market using visitor data analytics, relationships and ICSC Conference
City of Carson
Project: Business Incentive Program
Objective: Identify ways to support local businesses with improving storefronts/facades to attract new visitors along major commercial corridors
Outcome: Through the program, tenants and/or property owners may qualify for a reimbursement grant of $2,500 to $25,000 for storefront aesthetic improvements Item: 12
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VALUE CAPTURE ZONING (VCZ) FOR COMMUNITY

BENEFITS
Create the
Zoning
In higher-demand Areas
Bank the
Zoning
In a DOR® BANK
“reserve bucket”
Trade the
Zoning
To projects for community
benefits / amenities /
infrastructure / fees
Zoning and Entitlements can create value that can be captured Don’t just give that value away by assigning density to specific properties – capture that value as currency to support your community via amenities & benefits.

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HOW ARE CITIES USING VALUE CAPTURE ZONING ?
VALUE CAPTURE ZONING STRATEGY:

HERMOSA BEACH

LAND VALUE RECAPTURE PROGRAM
City council recently approved a land value recapture program to recover & reinvest land value increases via new approved residential zoning for redevelopment in the City’s commercial districts.

Market-rate housing developments will be required to pay $76 - 104 per square foot to a Hermosa Beach fund that aims to support development of affordable housing.

VALUE CAPTURE ZONING STRATEGY:

BUELLTON
DEVELOPMENT OPPORTUNITY RESERVE (DOR)®
The City of Buellton included a DOR® tool in its Avenue of the Flags Specific Plan to encourage development in the downtown area and create a vibrant main street.

DOR® tool trades zoning incentives (density, building heights, parking, setbacks, fees, etc.) to projects that deliver community amenities, infrastructure, or other benefits.

The following communities have implemented or are considering Value Capture Zoning / DOR®:
• El Monte
• Temecula
• Palmdale
• Buellton
• Placentia
• Burbank
• Seaside
• Jurupa Valley
• Scotts Valley
• Hermosa Beach
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WHAT IS A TAX INCREMENT FINANCING (TIF)
DISTRICT?
TIF Fundamentals
TIF is a method of capturing increased property tax revenue from new development or property value increases within a designated area to fund public improvements or those that implement public policy, such as housing.

How it Works
As private property investment occurs, the resulting increase in property tax revenue is deposited into a separate TIF fund and used to pay for public improvements within a district.

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Jurisdiction Purpose
Carson + L.A. County Remediation, affordable housing, recreation Covina Downtown housing and blended use supportive
infrastructure
Fresno Downtown, housing and transit-supportive
infrastructure
Humboldt County Coastal mixed-use and energy supportive infrastructure
La Verne + L.A. County Housing and transit-supportive infrastructure Lakewood + L.A. County Mall reimagination, smart streets, affordable housing Los Angeles County West Carson Housing / bio-science / tech infrastructure Madera County (3 Districts) Water, sewer, roads and other housing infrastructure Napa Downtown, housing, tourism supportive
infrastructure
Palmdale + L.A. County Housing, blended use, transit infrastructure Placentia + Orange County Housing and TOD infrastructure Rancho Cucamonga Blended use and connectivity infrastructure Sacramento County (Unincorporated) Industrial / commercial supportive infrastructure Sanger Commercial, hospitality, supportive infrastructure Yucaipa Housing and commercial infrastructure

TIF PROGRESS STATEWIDE

PARTIAL LIST OF FULLY FORMED TIF DISTRICTS
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SHOPPING CENTER FINDINGS

RECOMMENDATIONS
Category Shopping Centers Highlights Recommendations
Reimagine &
Redevelop
- Foothill Ranch Towne Center
- El Toro Auto Center
- Rockfield Place
Well-located centers
with high visibility.

Utilize major/large
vacancies to
reposition property
for blended use
redevelopment via
MU-43 zoning while
maintaining low
vacancies among other
anchor tenants.
- Focus on partnerships and supporting
landowners through land use
complexities (e.g., CC&Rs, long-term
leases, multiple landowners) that make
acquisition difficult.
- Use version of Development
Opportunity Reserve® to incentivize
private investment
- Maximize private development
opportunities in mixed-use zoning areas
by actively promoting to
developers/brokers
- Focus on Business Expansion,
Retention and Attraction.

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SHOPPING CENTER FINDINGS
MAP – REIMAGINE & REDEVELOP
# on
Map
Center
Name
Anchor / Major
Tenants
1 Foothill Ranch Towne Center
(Portola Pkwy. & Towne Center Dr.)
At Home, Walmart,
PetSmart, JOANN,
Michael’s
2 El Toro Auto Center
(Jeronimo Rd, Front St., and Orange
Ave.)
Maaco Collision Repair &
Auto Painting Shop
3 Rockfield Place
(23762-23822 Mercury Rd)
Boot Barn, Leslie’s Pools,
Salvation Army
1 2
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SHOPPING CENTER FINDINGS

RECOMMENDATIONS
Category Shopping Centers Highlights Recommendations
Support &
Promote
- The Shops at Home Depot
- Foothill Plaza Promenade
- Sycamore Plaza
- Grocery Outlet Center
- Aspan Plaza
- Forest Plaza
Centers require
occasional leasing
support due to
ongoing short-term
shifts in vacancies.

Centers require tenant
retention efforts, as
well as recruitment.
- Utilize BEAR strategy to re-tenant key
spaces.
- Address visual/facade upgrades, as
mature properties age.
- Provide ongoing incentive programs to
support property owners with business-friendly expeditious permitting/approvals. - Focus on Business Attraction and
Retention.

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SHOPPING CENTER FINDINGS
MAP – SUPPORT & PROMOTE
# on
Map
Center
Name
Anchor / Major
Tenants
1 The Shops at Home Depot
(20021-20025 Lake Forest Dr.)
Home Depot & 24-Hour
Fitness
2 Foothill Plaza Promenade
(27412 Portola Pkwy)
Starbucks, Orange
Theory Fitness, Urban
Grill & Wine Bar, etc.
3 Forest Plaza
(20770-20780 Lake Forest Dr.)
Starbucks, Little
Something Sweet, Baker
Ranch Animal Hospital
4 Sycamore Plaza
(22331-22377 El Toro Rd.) Stater Bros.
5 Grocery Outlet Center (El Toro &
Trabuco – 22421-22485 El Toro Rd.) Grocery Outlet
6 Aspan Plaza (22706-22762 Aspan St.)
Kumon, OC Guns,
CyclePro Bicycle Service
Store, etc.
1 2
3 4
5 6
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SHOPPING CENTER FINDINGS

RECOMMENDATIONS
Category Shopping Centers Highlights Recommendations
Monitor &
Maintain
Stability
- El Toro Plaza
- Lake Forest Village
- Lake Forest Dr. Retail/Big-O
Plaza
- Lake Forest Town Center
- Rockfield Center
- Orange Tree Plaza
- Bell Tower Plaza South
- Lake Forest Marketplace
- Freeway Corridor
Highly leased, well-located, and fully
stabilized centers.

Require minimal
intervention from a
leasing perspective
but should be
monitored due to
age of properties.
- Monitor for long-term shifts and offer
support to property owners as vacancy
challenges arise.
- Address visual/facade upgrades as mature
properties age.
- Focus on Business Retention.

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# on
Map
Center
Name
Anchor / Major
Tenants
1 El Toro Plaza
(23330-23384 El Toro Rd.) Aldi
2 Lake Forest Village Shopping Center
(24251-24271 Muirlands Blvd.) Albertsons
3 Lake Forest Town Center (22651-22671
Lake Forest Dr.)
Pep Boys and Fresh
Choice Supermarket
4 Rockfield Center
(23591 Rockfield Blvd.)
Enterprise, B&T Noodle,
Pho 89, El Pollo Norteno
5 Orange Tree Plaza
(23532 El Toro Rd.)
Citi Bank, Rush Bar+Grill,
Mercado El Rey
6 Bell Tower Plaza South
(24602 Raymond Way)
El Progresso Restaurant,
Minato Sushi
7 Lake Forest Marketplace
(23831 El Toro Blvd.) Island Pacific, Guitar Center
8 Freeway Corridor
(Hunter Court, Swartz Plaza, & El Toro
Square)
Sprouts, Ross & Big 5

SHOPPING CENTER FINDINGS
MAP – MONITOR & MAINTAIN STABILITY
7 8
5 1
2 3
4 6
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MIXED/BLENDED-USE OPPORTUNITIES
The City of Lake Forest approved a Zoning Code Amendment in Aug. 2022 which established mixed-use zoning in five areas throughout the City as part of the General Plan:
 The Mixed-Use Office zone allows for business parks and office uses, while the other four zones allow stand-alone residential development or a blend of residential, commercial, and/or industrial development  The six shopping centers analyzed for a potential blend of uses are found within these mixed-use zones.

A SWOT Analysis of 6 shopping centers within the City’s mixed-use zoning areas revealed
 Centers near the 241 Toll Road and 5 Freeway have great visibility and strong traffic counts that would support the opportunity to create blended use projects on large sites for residential.
 Weaknesses included the requirement to navigate CC&Rs / long-term leases that could make acquisition difficult.

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WRAPPING IT ALL UP

TAKEAWAYS & RECOMMENDATIONS
 Per suggested economic development strategies in the Analysis, focus on Real Estate Strategies, such as “BEAR”  Kosmont suggests the City focus on the following next steps related to its retail:
 Embrace “BEAR” (Business Expansion, Attraction, and Retention) strategies and prioritize large scale properties / retailers / vacancies and underutilized / non highest and best uses  Important to track shopping center ownership, retailers / businesses, brokers and continue to reach out to open lines of communication re successes and challenges (e.g., property manager/broker roundtable, share shopping center analysis and put on City website)
 Attend ICSC Conferences for education, networking, relationship building and promoting City opportunities (e.g., ICSC Las Vegas in May with ~25,000 retail professionals, ICSC Western in Palm Springs with ~3,000 participants) – create marketing material and set meetings with developers/owners, retailers and brokers.  Promote centers within mixed-use zoning areas, as identified in the General Plan Amendment (2020).

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NEXT STEPS
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NEXT STEPS
 Solicit final feedback from Council on Shopping Center Analysis
 Wrap-up Shopping Center Analysis Draft Deliverable
 Focus on BEAR implementation
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Thank You
Kosmont Companies
1601 N. Sepulveda Blvd., #382
Manhattan Beach, CA 90266
www.kosmont.com | @KosmontTweets
32 Item: 12
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33 City’s Next Steps
• Streamlining Business Startup Support
• Hire a Broker for Retail Recruitment
• Business Attraction Marketing
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/15/2025
DEPARTMENT: City Manager
SUBJECT:

DRAFT FISCAL YEAR 2025-2030 CDBG FIVE-YEAR CONSOLIDATED PLAN AND DRAFT FISCAL YEAR 2025-26 EXPENDITURE PLAN
RECOMMENDED ACTION(S):

Review and comment on the draft Fiscal Year 2025-2030 CDBG Five-Year Consolidated Plan and draft Fiscal Year 2025-26 Expenditure Plan.

EXECUTIVE SUMMARY:

The Federal Community Development Block Grant (“CDBG”) Program is administered by the U.S. Department of Housing and Urban Development (“HUD”). CDBG is a formula grant allocated to local governments to develop viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities, principally for persons of low- and moderate-income. To receive this annual grant, the City of Lake Forest (“City”) is required to submit an Annual Action Plan to HUD by May 15 of each year. The Annual Action Plan outlines how CDBG funds will be utilized to address the goals and objectives established in the City’s Five-Year Consolidated Plan (“Consolidated Plan”).

The City’s current 2020-2025 Consolidated Plan will expire on June 30, 2025.

Consequently, the City contracted with Willdan Consulting (“Willdan”), an experienced CDBG consulting firm, to prepare the Fiscal Year (“FY”) 2025-2030 Consolidated Plan. Staff is providing the draft FY 2025-2030 Consolidated Plan (Attachment 1) and the draft FY 2025-26 Expenditure Plan (Attachment 2) for the City’s Council’s review. The draft Expenditure Plan serves as the basis for preparing the FY 2025-26 Annual Action Plan.

The draft Expenditure Plan, with estimated expenditures of $781,937, includes the anticipated CDBG grant for FY 2025-26 ($479,750), funds carried forward from prior years ($180,765), and Revolving Loan Income from 2024 ($121,422).

Staff recommend the City Council provide comment on the draft FY 2025-26 Expenditure Plan and draft FY 2025-2030 Consolidated Plan. Staff will bring the final Action Plan and Consolidated Plan, along with any public comments received, to the City Council for a final review at the May 6, 2025, City Council meeting.

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BACKGROUND:

HUD regulations require the City to develop a Consolidated Plan and update the Plan every five years in order to participate in the CDBG Program and receive annual funding. The City contracted with Willdan to prepare the draft FY 2025- 2030 Consolidated Plan and subsequent Annual Action Plan for FY 2025-26. The City selected Willdan through a competitive request for proposal process consistent with the City’s Purchasing and Contracting Guidelines. The firm was selected given its vast technical expertise in preparing Consolidated Plans and Annual Action Plans, and providing CDBG consulting services for various cities throughout California.

In addition, in order to receive funding, HUD requires the City to submit an Action Plan on an annual basis. Willdan is preparing the required FY 2025-26 Draft Action Plan, pursuant to the goals outlined in the Consolidated Plan and based on the draft Expenditure Plan included with this report. The draft Expenditure Plan details proposed funding allocations and activities the City would undertake to address the housing and community development needs and local objectives using the annual CDBG grant, any funds carried forward from prior years, and other housing funds (i.e., loan repayments) anticipated during FY 2025-26 program year.

To date, HUD has not announced 2025 grant allocations; however, for planning purposes, the City anticipates receiving $479,750 in CDBG funds for FY 2025-26 (represents a 5% reduction from the prior year allocation). In recent years, annual CDBG allocations have been reduced due to federal budgetary restrictions. Of this amount, 15% (i.e., approximately $72,000) may be allocated for public services (i.e., nonprofit organizations that provide a range of services in the community and whose goals align with those identified in the City’s Consolidated Plan). In addition, 20% of the annual award amount may be used for administrative costs. The balance is typically utilized for other CDBG-eligible projects, such as the Americans with Disabilities Act (“ADA”) Access Ramp Projects, Audible Pedestrian Signal Projects, Housing Rehabilitation Loans, and Paint Grant Programs. Staff published a Notice of Funding Availability (“NOFA”) for the FY 2025-26 program year in the Saddleback Valley News on December 5, 2024. In addition, staff emailed notices to all current public service grant sub-recipient organizations inviting applications for FY 2025-26.

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DISCUSSION:

FY 2025-2030 Consolidated Plan
A. Statutory Requirements and Required Plan Components
Preparation of a Five-Year Consolidated Plan is a statutory requirement of the City’s CDBG program. Willdan and staff collaborated to prepare the draft FY 2025-2030 Consolidated Plan. The Plan identifies the City’s overall housing and community development needs and outlines specific goals and objectives that will guide the City’s CDBG funding priorities over a five-year period. In preparing the Consolidated Plan, Willdan evaluated demographic, economic, and housing data. Willdan also reviewed information on affordable housing trends and special needs populations (i.e., homeless and non-homeless). In addition, Willdan consulted with public and private agencies and engaged in citizen participation via an electronic survey.

The housing and demographic data incorporated in the Consolidated Plan were largely obtained from the Comprehensive Housing Affordability Strategy (“CHAS”) developed by the Census Bureau for HUD based on the 2016-2020 American Community Survey (“ACS”). The CHAS and ACS are federally-mandated data sources provided by HUD to local jurisdictions submitting required HUD reports (e.g., Consolidated Plans and Action Plans). In addition to the required data sources, staff and Willdan are reviewing the City’s current 2021-2029 Housing Element and will ensure the final version of the Consolidated Plan is consistent with the document.

Overall, the Consolidated Plan includes housing and community development goals and objectives, proposes the continuation of existing programs (e.g., Housing Rehabilitation Loan and Paint Grant Programs) and identifies potential programs and projects that may be undertaken in the five-year planning period (2025-2030). All CDBG expenditures must be consistent with the Consolidated Plan.

FY 2025-26 Action Plan

1. Annual Grant Amount
The Consolidated Plan process also includes the preparation of the first-year Action Plan, which is the annual plan the City prepares pursuant to the goals outlined in the Consolidated Plan. The Action Plan details expenditure allocations and the activities the City will undertake during FY 2025-26.

To date, HUD has not announced 2025 grant allocations; however, for planning purposes, the City anticipates receiving $479,750 in CDBG funds for FY 2025- Item: 13
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2026 (represents a 5% reduction from the prior year allocation). In recent years, annual CDBG allocations have been reduced due to federal budgetary restrictions.

2. Public Service Programs
HUD regulations stipulate that up to 15% of the City’s annual grant may be used for public service programs that provide resources to underserved communities.

Based on the anticipated grant award amount, approximately $71,962 may be spent on public services. As with previous years, the collective amount requested by the applicants exceeds the 15% cap for public service grants.

Staff reviewed all applications with the assistance of Willdan, the City’s CDBG consultant. All applications were reviewed for completeness and evaluated in relation to the goals and objectives listed in the current Consolidated Plan as well as the draft 2025-2030 Consolidated Plan. In formulating draft funding recommendations, staff took into consideration the priorities identified in the “Needs Survey,” consultations with service providers, and the HUD-mandated services.

Staff received a total of six applications from public service organizations which qualify under the public service programs category. After a thorough review and analysis, staff’s draft recommendations for public service grant allocations are provided in Table 1 below.

Table 1: Draft FY 2025-26 CDBG Public Service Grant Recommendations Public Service
Grant Applicant
FY 2024-25
Grant Amount
Requested
Amount
Recommended
Amount
Percent of
Requested
Amount
Age Well Senior
Services, Inc. $7,200 $7,260 $5,000 69%
Boys and Girls
Club N/A $25,000 $12,000 48%
Camino Health
Center $14,100 $15,000 $10,000 67%
Families Forward $18,970 $30,000 $15,962 53%
Family
Assistance
Ministries
$12,300 $20,000 $10,000 50%
South County
Outreach $20,350 $25,000 $19,000 76%
Totals $72,920 $122,260 $71,962 54%
Collectively, public service programs recommended for funding include: food distribution, health care services, before and after-school childcare, and senior Item: 13
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services. Given the value of the proposed services to the Lake Forest community, staff recommend funding public service programs at the maximum amount allowed (15% of the grant amount). Funding public services at the maximum rate is consistent with past practice and is a significant factor in advancing the goals outlined in the Consolidated Plan. Due to the delay in approving the federal 2025 budget, the City will increase or decrease proposed funding for activities by a percentage based on the final 2025 CDBG grant.

3. Remaining Grant Allocations and Draft Expenditure Plan HUD also allows the City to allocate a maximum of 20% of the grant for program administration (e.g., salaries, consultant assistance, etc.). The City received an application from the Fair Housing Council of Orange County, a past awardee of CDBG funds. It provides Fair housing services, which are mandatory under HUD regulations and it has historically provided services consistent with the City’s and HUD’s expectations. Fair housing services fall within the Program Administration category. Staff propose that $95,950 be allocated for CDBG program administration ($7,500 for Fair Housing Council of OC and the remainder $88,450 for CDBG Administration). The remaining balance of $311,837 (i.e., grant amount of $479,750 less $71,962 for public services and $95,950 for program administration), may be spent on other CDBG eligible projects such as housing rehabilitation and preservation activities, and public facilities and infrastructure improvements in CDBG-eligible areas. All activities must comply with the City’s Consolidated Plan.

The proposed Expenditure Plan would serve as the basis for preparing the draft Action Plan. If approved by the City Council, the Expenditure Plan would be incorporated into the draft Action Plan and would be presented to the City Council on May 6, 2025, for final adoption and approval. Table 2 below provides an overview of the proposed FY 2025-26 CDBG Expenditure Plan.

Table 2: Overview of FY 2025-26 Draft CDBG Expenditure Plan Estimated Funds Available Estimates
Anticipated FY 2025-26 Grant Amount $479,750
Prior Year Carryover $180,765
2024 Revolving Loan $121,422
Total: $781,937
Category FY 2025-26 Proposed
Allocations
Economic Development
• Boost Program
$50,00
Public Services (Capped at 15%)
• 7 Organizations
$71,962
CDBG Administration (Capped at 20%) $95,950
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• Fair Housing Council of OC
• CDBG Administration
($7,500)
($88,450)
Capital Expenditures
• ADA Phase 15
$230,000
Housing & Neighborhood Improvement
• Housing Rehabilitation Loans
• Paint Grants
$334,025
($209,025)
($125,000)
Total: $781,937
HUD allows for CDBG funds to be spent on Economic Development related activities. CDBG-funded economic opportunities provide long-term financial benefits to communities, people’s livelihoods, and personal wealth. The City received an application from Upwards Care Inc. (“Upwards”) to provide services to 13 in-home childcare providers within Lake Forest. CDBG funds would be used to cover part of the salaries and benefits for key staff members, as well as healthcare and payroll taxes. Upwards has secured CDBG funding from cities and counties including but not limited to Cathedral City, Chula Vista, Escondido, Garden Grove, Palo Alto, San Jose, and Tustin, to name a few. Staff is recommending an allocation of $50,000 for this project.

The Expenditure Plan also includes capital projects. These projects serve to preserve and/or enhance public improvements or infrastructure in the community.

CDBG funded improvements must primarily benefit low and moderate-income residents and are typically limited to specific Census Tracts. Exceptions to the focused use of CDBG funding are activities that comply with the American with Disabilities Act (“ADA”). Since FY 2004-2005, the City has utilized a portion of its annual grant to upgrade sidewalk ramps to comply with ADA regulations. The Public Works Department would like to continue the City’s comprehensive program to facilitate access by replacing old ramps with new ones that comply with Federal standards. Staff is recommending an allocation of $230,000 for Phase 15 of the citywide ADA Access Ramp Improvement Project.

Staff also recommend continuing the City’s two housing rehabilitation programs in FY 2025-26: the Housing Rehabilitation Loan Program and the Neighborhood Paint Program. The City Council approved updates to the Policy and Procedures Manual in February 2025, which included increased loan and grant amounts.

Staff is recommending a total allocation of $125,000 for paint grants and $209,025 for loans. These costs are for the loan/grant plus the cost of related administration expenditures.

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Summary/Recommendations:

As noted in this report, an updated Five-Year Consolidated Plan and Annual Action Plan are required to be submitted to HUD by the statutory deadline in order to continue the City’s participation in the CDBG program and receive these federal entitlement funds. The attached draft Consolidated Plan and draft Annual Expenditure Plan endeavors to balance HUD’s requirement for mandatory elements and the City’s desire to maintain flexibility to address local needs and issues. At this point in the process, staff is seeking input and comments from the City Council that would be incorporated into the documents. Public comments, if any, will be presented for the City Council’s consideration at the time the final Plans are presented for City Council approval on May 6, 2025.

FISCAL IMPACT:

There is minimal fiscal impact related to the recommended action. Funding for the CDBG Program is provided annually by HUD. The FY 2025-26 CDBG Grant for Lake Forest is unknown at this time. Allocation of the City’s CDBG grant for programs and projects is approved by the City Council as part of the budget adoption process.

ATTACHMENTS:

1. Draft FY 2025-2030 Consolidated Plan

2. Draft FY 2025 Expenditure Plan
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 1
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Contents
Executive Summary.......................................................................................................................................1 ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b).........................................................................1 The Process ...................................................................................................................................................7 PR-05 Lead & Responsible Agencies 24 CFR 91.200(b).............................................................................7 PR-10 Consultation – 91.100, 91.110, 91.200(b), 91.300(b), 91.215(I) and 91.315(I)..............................8 PR-15 Citizen Participation – 91.105, 91.115, 91.200(c) and 91.300(c) .................................................15 Needs Assessment ......................................................................................................................................18 NA-05 Overview......................................................................................................................................18 NA-10 Housing Needs Assessment - 24 CFR 91.205 (a,b,c)....................................................................19 NA-15 Disproportionately Greater Need: Housing Problems – 91.205 (b)(2)........................................28 NA-20 Disproportionately Greater Need: Severe Housing Problems – 91.205 (b)(2)............................31 NA-25 Disproportionately Greater Need: Housing Cost Burdens – 91.205 (b)(2)..................................34 NA-30 Disproportionately Greater Need: Discussion – 91.205(b)(2) .....................................................36 ................................................................................................................................................................77 NA-35 Public Housing – 91.205(b) ..........................................................................................................37 NA-40 Homeless Needs Assessment – 91.205(c)....................................................................................41 NA-45 Non-Homeless Special Needs Assessment - 91.205 (b,d)............................................................46 NA-50 Non-Housing Community Development Needs – 91.215 (f) .......................................................49 Housing Market Analysis.............................................................................................................................51 MA-05 Overview .....................................................................................................................................51 MA-10 Number of Housing Units – 91.210(a)&(b)(2).............................................................................52 MA-15 Housing Market Analysis: Cost of Housing - 91.210(a)...............................................................55 MA-20 Housing Market Analysis: Condition of Housing – 91.210(a)......................................................58 MA-25 Public and Assisted Housing – 91.210(b) ....................................................................................61 Consolidated Plan LAKE FOREST TOC- 1
OMB Control No: 2506-0117 (exp. 09/30/2021)
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MA-30 Homeless Facilities and Services – 91.210(c)..............................................................................63 MA-35 Special Needs Facilities and Services – 91.210(d).......................................................................65 MA-40 Barriers to Affordable Housing – 91.210(e)................................................................................68 MA-45 Non-Housing Community Development Assets – 91.215 (f) ......................................................69 MA-50 Needs and Market Analysis Discussion.......................................................................................75 MA-60 Broadband Needs of Housing occupied by Low- and Moderate-Income Households -

91.210(a)(4), 91.310(a)(2).......................................................................................................................80 MA-65 Hazard Mitigation - 91.210(a)(5), 91.310(a)(3)...........................................................................84 Strategic Plan ..............................................................................................................................................85 SP-05 Overview.......................................................................................................................................85 SP-10 Geographic Priorities – 91.215 (a)(1)............................................................................................86 SP-25 Priority Needs - 91.215(a)(2).........................................................................................................88 SP-30 Influence of Market Conditions – 91.215 (b)................................................................................91 SP-50 Public Housing Accessibility and Involvement – 91.215(c).........................................................101 SP-55 Barriers to affordable housing – 91.215(h).................................................................................102 SP-60 Homelessness Strategy – 91.215(d)............................................................................................104 SP-65 Lead based paint Hazards – 91.215(i).........................................................................................106 SP-70 Anti-Poverty Strategy – 91.215(j) ...............................................................................................107 SP-80 Monitoring – 91.230 ...................................................................................................................108 Expected Resources ..................................................................................................................................109 AP-15 Expected Resources – 91.220(c)(1,2) .........................................................................................109 Annual Goals and Objectives ....................................................................................................................112 Projects .................................................................................................................................................115 AP-35 Projects – 91.220(d) ...................................................................................................................115 AP-38 Project Summary ........................................................................................................................116 AP-50 Geographic Distribution – 91.220(f)...........................................................................................123 Consolidated Plan LAKE FOREST TOC- 2
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Affordable Housing ...................................................................................................................................124 AP-55 Affordable Housing – 91.220(g) .................................................................................................124 AP-60 Public Housing – 91.220(h).........................................................................................................125 AP-65 Homeless and Other Special Needs Activities – 91.220(i)..........................................................126 AP-75 Barriers to affordable housing – 91.220(j) .................................................................................128 AP-85 Other Actions – 91.220(k) ..........................................................................................................129 Program Specific Requirements................................................................................................................131 Figures
1: Low- and Moderate-Income Areas
2: Ethnic Concentrations
3: Transit Access
Appendices
Appendix A: SF-424s
Appendix B: Certifications
Appendix C: Citizen Participation Plan
Appendix D: Citizen Participation / Public Comments
Appendix E: Outreach Materials / Survey Results
Appendix F: Proof of Publications / Public Notices
Appendix G: Analysis of Impediments to Fair Housing Choice (AI) Consolidated Plan LAKE FOREST TOC- 3
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Executive Summary
ES-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)

1. Introduction
The Consolidated Plan is a five-year planning document required by the U.S. Department of Housing and Urban Development (HUD) to be submitted by all participating jurisdictions that receive HUD formula entitlement grant funds. The City of Lake Forest receives Community Development Block Grant (CDBG) entitlement funds annually. This Plan is designed to help participating jurisdictions analyze their housing, community, and economic development needs, so that they can effectively utilize the grant funds allocated each year by HUD. CDBG was created through the Housing and Community Development Act of 1974 to develop viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities, principally for persons of low- and moderate-income. CDBG regulations require that at least 70 percent of all CDBG funds are used to benefit low- and moderate-income residents who are members of households that earn less than 80 percent of Area Median Income (AMI).

As an entitlement jurisdiction, the City must submit the Five-Year Consolidated Plan, as required by HUD, by the due date of “no less than 45 days prior to the start of the grantee's program year start date”. As Lake Forest's fiscal year begins July 1st, this means the Consolidated Plan and each subsequent Annual Action Plan is due to HUD on or around May 15th each year.

The current planning process covering FY 2025-2030 also includes the development of the FY 2025-2026 Action Plan, which is the City’s annual CDBG expenditure plan. The Action Plan details the activities the City will undertake to address housing and community development needs and local objectives using CDBG funds. The City anticipates receiving $479,750 in CDBG funding for Fiscal Year 2025-2026, and roughly the same amount minus a five percent annual decrease over the next five years. Program income is also generated by the repayment of prior funded housing rehabilitation loans which will also be available to undertake eligible housing activities. It is estimated that approximately $300,000 annually of program income from the City’s revolving loan program will be available to support the Housing Rehabilitation Programs.

2. Summary of the objectives and outcomes identified in the Plan Needs Assessment Overview
The Consolidated Plan contains a Needs Assessment and Market Analysis that provide insight into the different levels of need within the community and the market in which grant-funded programs will be implemented. The Needs Assessment incorporates national data from the American Community Survey (ACS) 5-Year Estimates and Comprehensive Housing Affordability Strategy (CHAS) data, in addition to specific local data. Based on this data and input from citizen participation, the Strategic Plan identifies the Consolidated Plan LAKE FOREST 1
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City’s priority needs, including the rationale for establishing allocation priorities and specific measurable goals to be addressed during the five-year period. Regulations governing the CDBG program require that each activity undertaken with CDBG funds meet one of the following three broad national objectives: 1) Benefit people with low- and moderate-income; 2) Aid in the prevention or elimination of slums and blight; 3) Meet an urgent need (such as earthquake, flood, or hurricane relief). Additionally, activities funded must also meet one of HUD’s eligible use categories.

According to HUD’s Consolidated Plan Final Rule, the overall goal of community planning and development programs is to develop viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities principally for low- and moderate-income persons as follows:
• Decent Housing (DH): includes assisting homeless persons to obtain appropriate housing and assisting persons at risk of becoming homeless; retention of the affordable housing stock; and increasing the availability of permanent housing in standard condition and affordable cost to low-income and moderate-income families, particularly to members of disadvantaged minorities, without discrimination on the basis of race, color, religion, sex, national origin, familial status, or disability. Decent housing also includes increasing the supply of supportive housing, which combines structural features and services needed to enable persons with special needs, including persons with HIV/AIDS and their families, to live with dignity and independence; and providing housing affordable to low-income persons accessible to job opportunities. •
•
A Suitable Living Environment (SL): includes improving the safety and livability of neighborhoods; increasing access to quality public and private facilities and services; reducing the isolation of income groups within a community or geographical area through the spatial de-concentration of housing opportunities for persons of lower-income and the revitalization of deteriorating or deteriorated neighborhoods; restoring and preserving properties of special historic, architectural, or aesthetic value; and conservation of energy resources.

Expanded Economic Opportunities (EO): includes job creation and retention; establishment, stabilization and expansion of small businesses (including micro-businesses); the provision of public services concerned with employment; the provision of jobs involved in carrying out activities under programs covered by this plan to low-income persons living in areas affected by those programs and activities; availability of mortgage financing for low-income persons at reasonable rates using nondiscriminatory lending practices; access to capital and credit for development activities that promote the long-term economic and social viability of the community; and empowerment and self-sufficiency opportunities for low-income persons to reduce generational poverty in federally assisted and public housing.

Outcomes and Priority Needs Established
In addition to meeting one of the General Objective Categories above, HUD requires that project activities funded with entitlement funds also meet one of the following General Outcome Categories:

Availability/Accessibility (1), Affordability (2), or Sustainability (3). Each activity funded will thus have a Consolidated Plan LAKE FOREST 2
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combination of the Objective and Outcome Category listed in the description (i.e. DH-2 would be Decent Housing that is Affordable), which allows for measuring of accomplishments for each of the Consolidated Plan's five years.

During the development of the FY 2025-2030 Consolidated Plan, the following priorities were established as a High Priority Need, with the required Objective and Outcome Category listed in parenthesis and the programs to be funded/implemented are noted by bullet point:
• Priority 1- Affordable Housing (DH-2) [High Need]: Promote, preserve, and assist in the development of affordable housing for low- and moderate- income residents, special needs groups, those at-risk of homelessness, and disproportionately impacted residents.

Priority 2: Community Facilities and Infrastructure (SL-1) [High Need]: Improve and expand facilities and infrastructure that serve low- and moderate- income neighborhoods and residents.

Priority 3: Public Services (SL-1) [High Need]: Provide and improve access to public services for low- and moderate-income persons and those with special needs, as well as prevent and eliminate homelessness.
•
•
•
•
•
Priority 4: Community Preservation Services (SL-3) [High Need]: Provide for the preservation of low- and moderate-income neighborhoods in the target areas.

Priority 5: Economic Development (EO-1) [Moderate Need]: Provide for the economic development needs of low- and moderate-income persons and neighborhood target areas.

Priority 6- Administration and Planning (SL-1) [High Need]: Provide for administration and planning activities to develop housing and community development strategies and programs needed to carry out actions that address identified needs in the Consolidated Plan in accordance with HUD regulations and provide Fair Housing services for all residents.

3. Evaluation of past performance
The City’s CDBG funded programs undertaken over the last two Consolidated Plan Cycles have aided in solving neighborhood and community problems by providing a funding source for underserved needs.

Specifically, Infrastructure Improvement Projects have given low-and moderate-income residential neighborhoods an improved street infrastructure system through ADA curb cuts and ramps and the installation of Audible Pedestrian Signal Push Button lights; public services have helped the City's elderly, youth, homeless, at-risk, victims of domestic violence, and other special needs groups; residents have benefitted from Fair Housing and Tenant/Landlord Counseling Services; residents have been provided affordable housing through an affordable housing acquisition program; the housing stock has been sustained through rehabilitation of deteriorated housing units/lead-based paint testing and abatement; supportive services have been provided to homeless persons/families and/or those at risk of becoming homeless; and the Senior Center was improved with a special allocation of Covid-19 funding.

All of these projects and experiences therein have helped guide the City in choosing the goals and projects for the new Consolidated Plan Cycle. As such, the City will be continuing the priorities and projects from the last plan, as there is still an unmet need due to the limited amount of grant funds received each year.

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It is anticipated that funding received in the next five years will not be sufficient to complete the entire remaining infrastructure projects needed within the low- and moderate-income areas identified in the City's Capital Improvement Plan (CIP). Moreover, affordable housing, public services, fair housing and administration are still High priority needs in the community and will therefore receive continued funding.

As Economic Development is a Medium level priority that has somewhat more restrictive regulations attached to it, it will be included in the Consolidated Plan, but may not be funded with CDBG funds during this cycle. Instead, the City will seek to fund that activity with leveraged resources and will evaluate funding with CDBG should funds become available.

4. Summary of citizen participation process and consultation process City staff encouraged residents and local and regional organizations to participate in the preparation of the FY 2025-2030 Consolidated Plan. There were several opportunities for City residents and agencies/organizations to offer input into the Consolidated Plan process, as noted below:
•
•
The City posted an online Community Needs Survey to solicit the opinion of residents and business owners regarding the City's most pressing needs. The survey was available in English and Spanish.

On January 9, 2025, the City participated in the Orange County 2025-2029 Analysis of Impediments to Fair Housing Workshop, to gather public input on fair housing issues faced by residents, which are incorporated into the Consolidated Plan. •
•
•
A draft of the Consolidated Plan was made available for a 30-day public comment period from March 20, 2025 to April 24, 2025.

The City Council discussed the draft Consolidated and Expenditure Plan at its April 15, 2025 meeting to review funding recommendations and applications received.

The Consolidated Plan is scheduled to be adopted by the City Council on May 6, 2025.

A Community Development Needs Survey was made available online through the City’s website from November 1, 2024, through February 28, 2025. There was a total of 238 participants. The survey was available in English and Spanish and responses were mostly received from zip code 92630 (70 percent); 58 percent of the responses were from seniors over 55, which may slightly skew the results. The priority needs and programs established in order of greatest need were as follows:
•
•
•
Housing Supply/Improvements: Housing for Seniors (Age 62 and older) received the most responses for critical need at 29%, followed by Homebuyer Assistance and Acquisition (for Affordable Housing) at 26% each, and Housing for Small Families at 21%.

Social and Public Service: Mental Health services received the highest number of critical need responses at 33% followed by Healthcare Services at 30% and Childcare Services/Services for Abused and Neglected Children at 28% each.

Public Infrastructure: Flood Prevention/Drainage, Street Lighting, Water System Improvements, and Residential Street Improvements received the highest number of critical need responses at 34%, 31%, 29%, and 27% respectively.

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•
•
Homeless Services: Mental and Behavioral Health received the most responses at 37% followed by Permanent Housing at 31%, Substance Abuse Programs at 28%, and Homeless Prevention (One-Time Rent/Utilities Assistance) at 27%.

Community Facilities: Parks and Recreational Facilities received the most critical need responses at 31% followed by Neighborhood Community Centers at 27%, Health Facilities at 23%, and Youth Centers at 19%.

5. Summary of public comments
A summary of public comments received during the planning process can be found in the Citizen Participation section of this Consolidated Plan, as well as in the appendix.

6. Summary of comments or views not accepted and the reasons for not accepting them All comments and input received by the City in the development of the Five-Year Consolidated Plan and Annual Action Plan were accepted and taken into consideration in the development of the Consolidated Plan and Annual Action Plan. There were no comments not accepted.

7. Summary
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. Additionally, each activity to be funded with CDBG funds must meet a national objective.

The FY 2025-2030 Five-Year Consolidated Plan will cover five years beginning in FY 2025-2026 and ending in FY 2029-2030. As required by HUD, the Consolidated Plan is prepared using HUD’s electronic template. The template includes over 50 community profile and housing market data tables prepopulated with data from HUD.

The FY 2025-2026 Annual Action Plan is the first of five annual plans in the FY 2025-2030 Consolidated Plan cycle. The Annual Action Plan is the City’s one-year expenditure plan for CDBG funds. The Action Plan identifies the activities the City will undertake during a twelve-month period with CDBG funds to address community needs that support the broad objectives and goals identified in the Consolidated Plan.

To date, HUD has not announced 2025 grant allocations; however, for planning purposes, the City anticipates receiving $479,750 in CDBG funds for FY 2025-2026 (represents a 5% reduction from the prior year allocation). Program income generated by the repayment of prior funded housing rehabilitation loans and prior year uncommitted funds will also be available to undertake eligible housing activities, which is estimated at $180,764.44 (carryover) and $121,422 (2024 Revolving Loan Income). Based on the City's estimated FY 2025-2026 CDBG allocation, the following activities are proposed:

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Proposed CDBG
Funding
Program Name Program Description
$311,838
(entitlement)
Examples: Assisted Pedestrian Signal
Pushbuttons and housing rehabilitation loans
and grants
$180,764.44
(carryover)
Public Facility
Improvements/Housing
$121,422 (2024
Revolving Loan
Income)
Examples: Food distribution, health care
services, senior services, and homeless services
Public Services $71,962
$95,950
Program coordination, management, staffing,
CDBG Program Administration monitoring, and reporting; fair housing education and enforcement services
FY 2025-2026 Budget Allocation
Due to the delay in approving the federal 2025 budget, the City will increase or decrease proposed CDBG funding for activities by a percentage based on the final 2025 CDBG grant. Further details can be found in section AP-15 Projects.

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The Process
PR-05 Lead & Responsible Agencies 24 CFR 91.200(b)

1. Describe agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source The following are the agencies/entities 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 City Manager's Office
Table 1 – Responsible Agencies
Narrative
As shown in Table 1, the City Manager's Office is primarily responsible for the preparation of the Consolidated Plan, Annual Action Plan, Consolidated Annual Performance Review reports required by HUD, as well as the overall administration of CDBG funds.

Consolidated Plan Public Contact Information
The main point of contact for the CDBG Program is:

Adrian Grijalva
Economic Development/Housing Manager
City Manager’s Office
[email protected]
(949) 282-5213
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PR-10 Consultation – 91.100, 91.110, 91.200(b), 91.300(b), 91.215(I) and 91.315(I)

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 identification of the agencies that participated in the process. Jurisdictions also are required to summarize their efforts to enhance coordination between public and private agencies.

The City sought the input of residents, city departments, non-profit organizations, program beneficiaries and service providers required to create strategic development plans for the city's needs for the 2025- 2030 Consolidated Plan period. A list of these agencies can be found in Table 2.

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(I)).

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 City Manager's Office, 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. Coordination is enhanced by the City’s participation as a member of the OCHA Advisory Committee.
•
•
•
To strengthen the housing delivery system in the private sector, the City encourages private housing developers to include affordable units in multi-family housing developments within Lake Forest. The City will also continue to cooperate 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 type of 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 has an active economic development program that coordinates business activities and employment programs with community organizations such as the Lake Forest Chamber of Commerce and Orange County Workforce Solutions.

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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 Coordination of 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 as a catalyst for the involvement of the public and private agencies that make-up the regional homeless system of care.

The City participants in the CoC planning process by providing information regarding the activities it will fund to address local homeless issues. This information is used by the OC-CoC 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. The City is also a supporter and participant 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 and evaluate outcomes, and develop funding, policies and procedures for the administration of HMIS The City is not a recipient of Emergency Solutions Grant (ESG) funds; therefore, it does not assist the OC-CoC with the determination of ESG allocations nor evaluating the outcomes, or developing policies and procedures for the administration of the regional Homeless Management Information System (HMIS).

2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdictions consultations with housing, social service agencies and other entities
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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
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided data regarding households receiving
HUD rental assistance and regarding
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?
Homelessness Strategy
Homeless Needs - Chronically homeless
Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homeless Management Information System
(HMIS)
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided data regarding regional homeless,
housing/service gaps for 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
How was the Agency/Group/Organization
consulted and 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
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How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the housing and
service needs of seniors, including home-bound seniors
5 Agency/Group/Organization Families Forward
Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by
Consultation?
Homelessness Strategy
Homeless Needs - Families with children
Anti-poverty Strategy
Needs of Low/Mod persons
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the 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
What section of the Plan was addressed by
Consultation?
Homeless Needs - Families with children
Anti-poverty Strategy
Needs of Low/Mod persons
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the 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
How was the Agency/Group/Organization
consulted and 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 Vocational Visions
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What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
Economic development
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the needs of adults
with developmental disabilities, including
developing economic opportunities for this
special needs population
9 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
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the medical/dental
service needs of the community including
homeless individuals
10 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
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided input regarding the needs of
chronically homeless individuals
11 Agency/Group/Organization Council On Aging - Orange County Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Provided information regarding the housing
and service needs of elderly and disabled
individuals residing in managed care facilities
12 Agency/Group/Organization County of Orange
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What section of the Plan was addressed by
Consultation?
Regional program information
How was the Agency/Group/Organization
consulted and 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
13 Agency/Group/Organization State of California
Agency/Group/Organization Type Other government - State What section of the Plan was addressed by State program information Consultation?
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Various state departments provided
information regarding demographics, public
safety, and economics
14 Agency/Group/Organization Laura's House
Agency/Group/Organization Type Services-Victims of Domestic Violence Services - Victims
What section of the Plan was addressed by
Consultation?
Housing Need Assessment
Homelessness Strategy
Homeless Needs - Families with children
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
The City consulted with this agency to obtain
data on the number of domestic violence
victims as well as their special needs.

Identify any Agency Types not consulted and provide rationale for not consulting The City consulted with a variety of 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 Orange County 211 Provides regional and local point in time homeless survey data, development of the regional 10-Year
Plan to End Homelessness and development of the
regional Discharge Plan
5 Yr. & 1 Yr. PHA
Plan
Orange County Housing Identifies OCHA resources to address the housing Authority needs of lower income renter householders in the County and the City
City of Lake Forest
2021-2029 Housing
Element
City of Lake Forest Provides City housing priorities and program goals Analysis of Orange County HUD Countywide document that identifies fair housing impediments within participating cities and
outlines a plan to address issues
Impediments to Fair Grantee Cities and the
Housing County of Orange
Table 3 – Other local / regional / federal planning efforts Describe cooperation and coordination with other public entities, including the State and any adjacent units of general local government, in the implementation of the Consolidated Plan (91.215(l))
Data from the California Department of Public Health and the Orange County Health Care Agency identifies the percentage of young children with elevated lead blood levels. The City used this data to assess lead-based paint hazards. State agencies were also consulted to obtain updated housing and population information. The County of Orange was contacted to obtain an array of data, including information regarding the number of households receiving rental assistance, homeless count, and other regional data. Local governments also assisted the City with the preparation of the Consolidated Plan.

The Orange County Health Care Agency was consulted regarding the number of Lake Forest residents living with HIV and AIDS and available HOPWA program resources. The City also participated in roundtable meetings with other Orange County CDBG recipients to discuss the preparation of a regional analysis of impediments to fair housing and other regional housing and community needs.

Narrative (optional):

N/A See narratives above.

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550
PR-15 Citizen Participation – 91.105, 91.115, 91.200(c) and 91.300(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 Consolidated Plan preparation process. The City’s Citizen Participation Plan, which is presented in Appendix C, outlines the City’s process to obtain public participation in the development of the Consolidated Plan, Annual Action Plan (AAP), and other facets of the CDBG Program. Action steps include a public hearing before the City Council, which also initiated the 30-day public review of the Consolidated Plan, with the final City Council adoption at a public meeting originally scheduled for May 6, 2025. The notice for the City Council public hearing and a summary of public comments is provided in Appendix D. Public comment and review requirements for adoption of the FY 2025-2030 Orange County Analysis of Impediments to Fair Housing were also undertaken in conjunction with the Consolidated Plan.

The comments received through the citizen participation process are essential to identifying priority needs, as are the results of the Community Needs survey.

Citizen Participation Outreach
Sort Order Mode of Outreach Target of Outreach Summary of response/attendance comments received
Summary of Summary of comments
not accepted
URL (If
applicable)
and reasons
1 Newspaper Ad Non-targeted/broad
community
The City published a
Notice of Funding
Availability (NofA) in
the Newspaper on
December 5, 2024.
11 Applications for
funding were
received and the
Proof of Publication accepted.
can be found in
N/A There were no
comments received
that were not
N/A
Appendix F.

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Sort Order Mode of Outreach Target of Outreach Summary of response/attendance comments received
Summary of Summary of comments
not accepted
URL (If
applicable)
and reasons
2 Community Needs Non- The FY 2025-2030
Consolidated Plan
Community Survey
was available from
November 2024 to
February 2025.The
City posted a
Survey results
received are
included in
N/A There were no N/A
Survey targeted/broad comments received
that were not
accepted.
community
Appendix E.

Community Needs
Survey on its website
and distributed hard
copies to the senior
center and at various
events from
November 2024
through January 31,
2025. 228 responses
were received.
3 Public Meeting Non-targeted/broad
community
The City Council
received a
presentation on the
draft Consolidated
Meeting comments N/A There were no
centered on the comments received
CDBG public service that were not
grant application accepted.

N/A
Social Service
Providers
Plan and Expenditure process.

Plan on April 15, 2025
to review funding
recommendations
and applications
received.

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Sort Order Mode of Outreach Target of Outreach Summary of response/attendance comments received
Summary of Summary of comments
not accepted
URL (If
applicable)
and reasons
4 Public Meeting Non-English The City participated
in the South County
Regional AI public
input meeting on
1/9/25.

A summary of the
comments received comments received
can be found in
Appendix G
N/A There were no N/A
Speaking - Specify
other language:

Spanish
that were not
accepted.

Non-targeted/broad
community
Non-targeted/broad
community
5 6
Newspaper Ad
Public Hearing
Notice regarding the
30-day public review
period and May 6,
2025, Public Hearing
was published on
3/20/25.

A summary of
comments received comments received
can be found in
Appendix C and
Proof of Publication
in Appendix F.

N/A There were no N/A
N/A
that were not
accepted.

Non- The City Council held A summary of N/A There were no targeted/broad
community
a public hearing on
5/06/25 to accept
final public
comments received comments received
can be found in
Appendix C.
that were not
accepted.
comments on the
Consolidated Plan,
AAP, and OC-AI, and
authorize submission
of the document to
HUD.

Table 4 – Citizen Participation Outreach
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Needs Assessment
NA-05 Overview
Needs Assessment Overview
The Needs Assessment of the Consolidated Plan identifies the City’s needs as they relate to housing, homelessness, community development, and special needs populations. The housing needs assessment section evaluates household income, tenure (renter or owner), housing cost as a function of household income, disproportionate needs amongst racial and ethnic groups, and public housing needs. The homeless needs assessment examines the sheltered and unsheltered homeless population in San Bernardino County to inform the City’s strategy to address homelessness during the next five years. The non-homeless special needs assessment section evaluates the needs of people who are not homeless, but due to various reasons are in need of services including but not limited to: elderly, frail elderly, severely mentally ill, developmentally disabled, physically disabled, persons with alcohol or other drug addictions, persons with HIV/AIDS and victims of domestic violence. The non-housing community development needs assessment section discusses the need for public facilities, public infrastructure improvements, and public services to benefit low- and moderate-income residents.

From this Needs Assessment, the City will identify those needs with the highest priority, which will form the basis for the Strategic Plan and the programs and projects to be administered during the five-year Consolidated Plan for FY 2025-2030. Information contained in the assessment is gathered through data analysis, consultations, and citizen participation. To assess community needs, the City examined data, held community meetings, conducted a Community Needs Survey, and consulted with local stakeholders.

The Needs Assessment primarily relies on the following sources of data:
•
•
•
•
American Community Survey (ACS)(2016-2020 current year estimates) Comprehensive Housing Affordability Strategy (CHAS data 2016-2020) 2024 Point- in- Time Homeless Count
The California Association of Realtors (CAR) website was accessed to obtain information on current market trends and affordability
•
•
•
The Housing Element and Development Codes were reviewed to provide insight on zoning and land use policies and units at risk of conversion
Previous Consolidated Plans and other Community Strategic Plans were used to provide supporting data on demographics, City programs, needs, and strategies Various data requests were sent to County level staff from the Department of Health Services and Housing Authority
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NA-10 Housing Needs Assessment - 24 CFR 91.205 (a,b,c)
Summary of Housing Needs
The following section describes the estimated housing needs projected for the next five-year period for the following categories of persons: extremely low-income, low-income, moderate-income, and middle-income families, renters and owners, elderly persons, persons with disabilities, including persons with HIV/AIDS and their families, single persons, large families, public housing residents, victims of domestic violence, families on the public housing and section 8 tenant-based waiting list, and discuss specific housing problems, including: cost burden, severe cost-burden, substandard housing, and overcrowding (especially large families).

To the extent that any racial or ethnic group has a disproportionately greater need for any income category in comparison to the needs of that category as a whole, an assessment of that specific need is completed. Disproportionately greater need exists when the percentage of persons in a category of need who are members of a particular racial or ethnic group is at least ten percentage points higher than the percentage of persons in the category as a whole.

During the past decade, Lake Forest has experienced moderate population growth. According to data presented in Table 5, the City’s population grew by 6% between 2009 and 2020. In comparison, during roughly the same period, the County’s population grew 2.7, while California’s population grew 6.7%. The 2016-2020 American Community Survey 5-Year Estimates also indicates there was an 8% growth in households and a 24% increase in the median income.

Demographics
Population
Households
Base Year: 2009 Most Recent Year: 2020
84,665
% Change
79,925 6%
27,045 29,340 8%
Median Income $91,254.00 $112,988.00 24%
Table 5 - Housing Needs Assessment Demographics
Data Source: 2000 Census (Base Year), 2016-2020 ACS (Most Recent Year) Consolidated Plan LAKE FOREST 19
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Number of Households Table
0-30%
HAMFI
>30-50%
HAMFI
3,075
>50-80%
HAMFI
5,090
>80-100% >100%

HAMFI HAMFI
Total Households 3,290 3,210 14,680
Small Family Households
Large Family Households
Household contains at least one
person 62-74 years of age
Household contains at least one
person age 75 or older
1,170
195
1,315
270
1,785
510
1,730
305
9,180
1,310
985
710
355
720
540
464
1,180
750
745
185
550
3,280
750
Households with one or more
children 6 years old or younger 709 1,740
Table 6 - Total Households Table
Data 2016-2020 CHAS
Source:

Housing Needs Summary Tables

1. Housing Problems (Households with one of the listed needs) Renter Owner
0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total

NUMBER OF HOUSEHOLDS
Substandard
Housing -
Lacking
complete
plumbing or
kitchen
facilities 35 50 50 10 145 0 10 20 0 30
Severely
Overcrowded -
With >1.51
people per
room (and
complete
kitchen and
plumbing) 90 95 105 150 440 0 0 20 15 35
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Renter
>50-
80%
Owner
>50-
80%
0-30%
AMI
>30-
50%
AMI
>80-
100%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>80-
100%
AMI
Total

AMI AMI
Overcrowded -
With 1.01-1.5
people per
room (and
none of the
above
problems) 90 110 165
330
95 460 70 0 185
190
115 370
Housing cost
burden greater
than 50% of
income (and
none of the
above
problems) 910 705 35 1,980 1,345 485 65 2,085
Housing cost
burden greater
than 30% of
income (and
none of the
above
problems) 0 460 1,020 380 1,860 105
120
520 1,225 590 2,440
Zero/negative
Income (and
none of the
above
problems) 55 0 0 0 55 0 0 0 120
Table 7 – Housing Problems Table
Data 2016-2020 CHAS
Source:

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Renter
>50-
80%
Owner
>50-
80%
0-30% >30- >80-
100%
AMI
Total 0-30%
AMI
>30-
50%
AMI
>80-
100%
AMI
Total
AMI 50%

AMI AMI AMI

NUMBER OF HOUSEHOLDS
Having 1 or more
of four housing
problems 1,130 950 655 290 3,025 1,410 495 420 190 2,515 Having none of
four housing
problems 295 510 1,410 990 3,205 450 1,115 2,610 1,735 5,910 Household has
negative income,
but none of the
other housing
problems 0 0 0 0 0 0 0 0 0 0
Table 8 – Housing Problems 2
Data 2016-2020 CHAS
Source:

3. Cost Burden > 30%
Renter
>30-50% >50-80%

AMI AMI
Owner
>30-50% >50-80%

AMI AMI
0-30%
AMI
Total 0-30%
AMI
Total

NUMBER OF HOUSEHOLDS
Small Related
Large Related
Elderly
Other
Total need by
income
510
140
135
335
865
130
170
189
1,354
425
64 160
815
1,464
1,800
334
465
1,339
3,938
445
55 759
190
1,449
335
90 500
95 1,020
550
94 460
380
1,484
1,330
239
1,719
665
1,120 3,953
Table 9 – Cost Burden > 30%
Data 2016-2020 CHAS
Source:

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4. Cost Burden > 50%
Renter
>50-
Owner
0-30% >50-
AMI
>30-
50%
AMI
Total 0-30%
AMI
>30-
50%
AMI
Total
80%
AMI
80%
AMI

NUMBER OF HOUSEHOLDS
Small Related
Large Related
Elderly
Other
Total need by
income
0 0
135
0 135
0 0
130
335
465
530
60 45
94 729
530
60 310
429
1,329
425
55 685
180
1,345
165 0
4 110
0 590
149
945
180
1,864
90 150
0 405 114
Table 10 – Cost Burden > 50%
Data 2016-2020 CHAS
Source:

5. Crowding (More than one person per room)
Renter Owner
>50-
80%
0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
>80-
100%
AMI
Total 0-
30%
AMI
>30-
50%
AMI
>80-
100%
AMI
Total
AMI

NUMBER OF HOUSEHOLDS
Single family
households
Multiple,
175
10 125
80 200
45 205
20 705
155
70 0
0 195
10 115
15 380
25 unrelated family
households
Other, non-family
households
Total need by
income
0 0
185
0 205
35 280
20 245
55 915
0 70
0 0
0 205
0 130
0 405
Table 11 – Crowding Information – 1/2
Data 2016-2020 CHAS
Source:

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Renter Owner
0-
30%
AMI
>30-
50%
AMI
>50- Total
80%
AMI
0-
30%
AMI
>30-
50%
AMI
>50-
80%
AMI
Total
Households with
Children Present 0 0 0 0 0 0 0 0
Table 12 – Crowding Information – 2/2
Data Source
Comments:

Describe the number and type of single-person households in need of housing assistance.

Data provided by HUD’s Consolidated Plan template for Table 12 above does not provide information for single person households in need of housing assistance. However, the City's Housing Element reported that 21.8% of family households are headed by a single male or single female. There are 1,226 male heads of household with no spouse present and 413 of these households have children under 18. There is a larger number of female householders with no spouse present – 3,378 households or 11.8% of family households – and 1,702 of these female-headed households have children under 18.

Single parent households generally have a higher ratio between their income and their living expenses (that is, living expenses take up a larger share of income than is generally the case in two-parent households). Therefore, finding affordable, decent, and safe housing is often more difficult for single parent and female-headed households. Additionally, single parent and female-headed households have special needs involving access to daycare or childcare, health care, and other supportive services.

Estimate the number and type of families in need of housing assistance who are disabled or victims of domestic violence, dating violence, sexual assault and stalking.

Disabled Households: According to the 2016-2020 ACS data, there are an estimated 5,838 Lake Forest residents with a disability – approximately 7.2% of the City’s population. Federal laws define a person with a disability as "Any person who has a physical or mental impairment that substantially limits one or more major life activities …” Of residents with a disability, 559 (9.6%) are living below the poverty level.

The City’s elderly population has significant levels of disabilities. The ASC estimates 26.3% of Lake Forest seniors, age 65 and over, have a disability. Since seniors have a much higher probability of being disabled, the housing and service needs for persons with disabilities should grow commensurate with senior population growth. Accessibility housing needs of the disabled population, including the elderly, can typically be addressed through housing rehabilitation programs that provided improvements such as ramps, grab bars, wider doorways, and specialized kitchen cabinets.

Victims of Domestic Violence: The National Coalition Against Domestic Violence (NCADV) estimates that nationwide, domestic violence hotlines receive 20,000 calls per day. NCADV also reports that one in three women have experienced rape, physical violence, or stalking by an intimate partner in their lifetime. The Consolidated Plan LAKE FOREST 24
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State of California Department of Justice reports that in 2023, there were 36 calls for assistance related to domestic violence in Lake Forest; however, prior year data from 2014-2023 shows an average of 235 calls per year.

Laura’s House, a leading domestic violence service provider in South Orange County, estimates that only one in seven incidents are reported. Laura’s House also estimates that for each victim of domestic violence that receives shelter and support services, 15 to 20 individuals are turned away from lack of space. The Orange County 2024 Point In Time Survey of the region’s homeless estimates that 10.01% of unsheltered homeless in South Orange County are victims of domestic violence, and 10.40% of sheltered homeless in South Orange County are victims of domestic violence. Victims of domestic violence often face urgent housing needs, requiring safe and confidential shelter to escape abusive situations.

What are the most common housing problems?
According to HUD data from Table 7, the most common housing problems in Lake Forest is housing cost burden. This housing problem impacts both renter and owner households. To a much lesser degree, some households are affected by crowding and substandard housing (as defined by HUD).

Are any populations/household types more affected than others by these problems? Table 9 provides estimates regarding the number of lower-income households impacted by housing cost burden (30% of income toward housing cost).
•
•
Among renter households, extremely low-income senior and low-income large related households are most impacted (49.0% and 48.5%, respectively).

Among owner households, small and large related low-income households are most impacted (62.7% and 65.8% respectively).

Table 10 summarizes information regarding households that pay more than 50% of their income for housing. According to this HUD data, a significant percentage of lower-income households are experiencing severe housing cost burden:
•
•
Among renter households, 68.6% of extremely low-income small renter households are dedicating more than 50% of their income for housing.

Among owner households, extremely low-income senior households and low-income large households are impacted (46.5% and 60.5% respectively).

As indicated above, few Lake Forest households are impacted by crowded housing. According to Table 11, 1,003 households live in “crowded” housing. HUD’s data indicates that 833 of these households are renters and 170 are owners. When addressing crowding issues, the City is required to utilize the States more liberal occupancy standard, which allows up to 30 people to live in a 1,200 sq./ft. residence. The City’s Code Enforcement program staff reports that approximately 10% of their cases are related to Consolidated Plan LAKE FOREST 25
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overcrowding - the most prevalent issue related to crowding in the City is the impact of parking in residential neighborhoods.

According to Table 7, only 165 Lake Forest households are impacted by HUD-defined substandard housing. The City is required to enforce compliance with the California building code, and according to the City’s Code Enforcement staff, substandard housing is not a significant issue in the City. Unpermitted room additions and garage conversions represent the most prevalent types of code violations addressed by City staff.

Describe the characteristics and needs of Low-income individuals and families with children (especially extremely low-income) who are currently housed but are at imminent risk of either residing in shelters or becoming unsheltered 91.205(c)/91.305(c)). Also discuss the needs of formerly homeless families and individuals who are receiving rapid re-housing assistance and are nearing the termination of that assistance
The National Alliance to End Homelessness states that households at risk of homelessness are often very low-income households on a fixed income (such as retired seniors) or marginally employed. Due to limited income and high area housing costs, at risk households are typically severely housing cost burdened. Based on HUD data, 1,945 extremely low-income Lake Forest households dedicate more than 50% of household income for housing (see Table 10). This data indicates that of this figure, senior and small related households comprise 73.3% of the at-risk population.

OCHA reports that as of April 2025, there are 152 Lake Forest households on the waitlist for federal rental assistance.

If a jurisdiction provides estimates of the at-risk population(s), it should also include a description of the operational definition of the at-risk group and the methodology used to generate the estimates:

Extremely low-income households that are experiencing severe housing cost burden are most at risk of becoming homeless. The methodology for estimating the number of households that may be at risk of homelessness is also outlined as follows: Based on the CHAS data in Table 7, 4,065 Households in Lake Forest were experiencing severe cost burden, approximately 98 percent (3,965) are considered low- and moderate-income; earning 0-80 percent of Area Median Income (AMI). Moreover, 2,255 Households (910 renter-households and 1,345 owner-households) are extremely low-income (0-30 percent AMI) and are considered at-risk.

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Specify particular housing characteristics that have been linked with instability and an increased risk of homelessness
The origins of involuntary homelessness are multi-faceted but can be grouped into two general categories:
physiological and economic factors. Examples of physiological factors include physical or mental illness and addiction disorders. Economic factors include the impact of high housing and medical costs. As indicated previously, Lake Forest households with extremely low-incomes and severe housing cost burden have a high risk of becoming homeless. Housing instability encompasses a number of challenges, such as having trouble paying rent, overcrowding, moving frequently, or spending the bulk of household income on housing. The cost of housing as well as the health effects of substandard housing and forced evictions.

Certain populations, such as children who move frequently and people who have spent time in prison, may be more affected by housing instability. Physical or mental illness and addiction disorders, as well as economic factors including the impact of high housing and medical costs impact homelessness. Lack of regular housing, neighborhood characteristics, physical and mental health challenges, elevated rates of childhood and chronic disease, stress, depression, anxiety, and suicide are all characteristics associated with instability and an increased risk of homelessness.

Discussion
According to HUD data provided in the Consolidated Plan template, substandard and crowded housing are not a significant housing problem in Lake Forest; however, housing cost is the most prevalent housing problem. According to the National Alliance to End Homelessness, very low- income households are at a high risk of becoming homeless. Per HUD data, senior and small related households comprise over 70% of the City’s extremely low-income residents that are dedicating more than 50% of their income to maintain their home.

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NA-15 Disproportionately Greater Need: Housing Problems – 91.205 (b)(2) Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole.

Introduction
A disproportionate need exists when members of a racial/ethnic group experience housing problems at a rate of 10 percentage points or greater than the proportion of the jurisdiction/income level as a whole.

The following section assesses the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole for the population of low- and moderate-income households.

The four housing problems are:
1) Lacks complete kitchen facilities; 2) Lacks complete plumbing facilities; 3) More than one person per room; and/or 4) Cost Burden greater than 30%.

The housing problems experienced by race/ethnicity are identified in Tables 13-16 below and analyze disproportionate needs by income level.
0%-30% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole
White
2,650
1,335
215
325
50 635 0
365
95 95
15 10
50 0
0 0
0 0
0 Black / African American
Asian
American Indian, Alaska Native
Pacific Islander
Hispanic
10 670
Table 13 - Disproportionally Greater Need 0 - 30% AMI
Data 2016-2020 CHAS
Source:
*The four housing problems are:

1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4. Cost Burden greater than 30%
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30%-50% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole
White
Black / African American
Asian
American Indian, Alaska Native
Pacific Islander
Hispanic
2,425
1,165
19 415
0 650
359
4 75
0 0
0 0
0 0
0 0
0 0
805 60
Table 14 - Disproportionally Greater Need 30 - 50% AMI
Data 2016-2020 CHAS
Source:
*The four housing problems are:

1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4. Cost Burden greater than 30%
50%-80% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole
White
3,330
1,895
14 450
0 1,765
1,245
65 225
0 0
0 0
0 0
0 0
Black / African American
Asian
American Indian, Alaska Native
Pacific Islander
Hispanic
0 845
0 190
Table 15 - Disproportionally Greater Need 50 - 80% AMI
Data 2016-2020 CHAS
Source:
*The four housing problems are:

1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4. Cost Burden greater than 30%
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80%-100% of Area Median Income
Housing Problems Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole
White
Black / African American
Asian
American Indian, Alaska Native
Pacific Islander
Hispanic
1,460
805
30 205
15 1,750
1,150
70 295
10 0
0 0
0 0
0 0
0 365
0 180
Table 16 - Disproportionally Greater Need 80 - 100% AMI Data 2016-2020 CHAS
Source:
*The four housing problems are:

1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than one person per room, 4. Cost Burden greater than 30%
Discussion
As previously indicated, housing cost burden is the most prevalent housing problem in Lake Forest. Tables 13 through 16 show that regardless of race or ethnicity, a significant number of lower-income Lake Forest households are experiencing a housing problem; however, the data indicates that among extremely low-income households, while 27 percent of the income category for the jurisdiction as a whole are impacted, Black/African American and Pacific Islanders are disproportionately impacted by housing problems at 77 percent and 100 percent respectively.

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NA-20 Disproportionately Greater Need: Severe Housing Problems – 91.205 (b)(2) Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole.

Introduction
A disproportionate need exists when members of a racial/ethnic group experience severe housing problems at a rate of 10 percentage points or greater than the proportion of the jurisdiction/income level as a whole. The following section assesses the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole for the population of low- and moderate-income households.

The ACS defines a “selected condition” as owner- or renter occupied housing units having at least one of the following conditions:
1) lacking complete plumbing facilities; 2) lacking complete kitchen facilities; 3) more than 1.5 occupants per room; and 4) selected monthly housing costs greater than 50 percent of household income.

Tables 17-20 below analyze disproportionate needs by race and income level for severe housing problems. 0%-30% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole
White
Black / African American
Asian
American Indian, Alaska Native
Pacific Islander
Hispanic
2,540
1,300
215
265
50 745
400
95 150
15 10
0 0
0 0
0 0
0 10
660 65
Table 17 – Severe Housing Problems 0 - 30% AMI
Data 2016-2020 CHAS
Source:
*The four severe housing problems are:

1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
Consolidated Plan LAKE FOREST 31
OMB Control No: 2506-0117 (exp. 09/30/2021)
Item: 13
567
30%-50% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole
White
Black / African American
Asian
American Indian, Alaska Native
Pacific Islander
Hispanic
1,445
585
4 275
0 1,625 0
940
19 210
0 0
300
0 0
0 0
0 0
0 560
Table 18 – Severe Housing Problems 30 - 50% AMI
Data 2016-2020 CHAS
Source:
*The four severe housing problems are:

1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
50%-80% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole
White
Black / African American
Asian
American Indian, Alaska Native
Pacific Islander
Hispanic
1,075
455
10 205
0 4,020
2,685
69 470
0 0
0 0
0 0
0 0
0 400
0 630
Table 19 – Severe Housing Problems 50 - 80% AMI
Data 2016-2020 CHAS
Source:
*The four severe housing problems are:

1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
Consolidated Plan LAKE FOREST 32
OMB Control No: 2506-0117 (exp. 09/30/2021)
Item: 13
568
80%-100% of Area Median Income
Severe Housing Problems* Has one or more
of four housing
problems
Has none of the
four housing
problems
Household has
no/negative
income, but none
of the other
housing problems
Jurisdiction as a whole
White
Black / African American
Asian
American Indian, Alaska Native
Pacific Islander
Hispanic
480
145
0 55
15 0
2,725 0
1,815
100
450
10 0
305
0 0
0 0
0 244 0
Table 20 – Severe Housing Problems 80 - 100% AMI
Data 2016-2020 CHAS
Source:
*The four severe housing problems are:

1. Lacks complete kitchen facilities, 2. Lacks complete plumbing facilities, 3. More than 1.5 persons per room, 4. Cost Burden over 50%
Discussion
Tables 17 through 20 indicate that regardless of race or ethnicity, a significant number of extremely low-income and very low-income Lake Forest households are experiencing a severe housing problem; however, Black/African American, Asian, and Hispanic households are disproportionately impacted by severe housing problems among the different income categories. In general, at higher income levels, minority populations are not disproportionally impacted by severe housing problems. While 46 percent of the income category for the jurisdiction as a whole are impacted, Black/African American and Pacific Islanders are disproportionately impacted by housing problems at 94 percent and 100 percent respectively.

Consolidated Plan LAKE FOREST 33
OMB Control No: 2506-0117 (exp. 09/30/2021)
Item: 13
569
NA-25 Disproportionately Greater Need: Housing Cost Burdens – 91.205 (b)(2) Assess the need of any racial or ethnic group that has disproportionately greater need in comparison to the needs of that category of need as a whole.

Introduction:

HUD defines cost burden as the extent to which gross housing costs, including utility costs, exceeds 30 percent of a given household’s gross income. A household is considered severely cost burdened if gross housing costs, including utility costs, exceeds 50 percent of a household’s gross income. A disproportionate need exists when members of a racial/ethnic group experience cost burden problems at a rate of 10 percentage points or greater than the proportion of the jurisdiction/income level as a whole.

Table 21 below analyzes disproportionate needs by race and income level for Cost Burden.

Housing Cost Burden
Housing Cost Burden <=30% 30-50% >50% No / negative
income (not
computed)
Jurisdiction as a whole
White
18,905
11,935
5,805
3,615
4,440
2,265
185
95 Black / African
American
Asian
460
3,190
50 895
219
690
0 75
American Indian,
Alaska Native
Pacific Islander
Hispanic
45 10
2,795
0 0
50 10
1,130
0 0
1,090 14
Table 21 – Greater Need: Housing Cost Burdens AMI
Data 2016-2020 CHAS
Source:

Discussion:

Table 21 shows that that the majority households experiencing overpayment/housing cost burden earn less than 50 percent of the median income, which is similar for all races. As a jurisdiction, households that experience cost burden (pay more than 30 percent or more of their income on housing were identified as follows:

Consolidated Plan LAKE FOREST 34
OMB Control No: 2506-0117 (exp. 09/30/2021)
Item: 13
570
•
•
•
18,905 (65 percent) of all households earn extremely low-income. Disproportionate need is not evident in this group.
5,805 (20 percent) of all households earn Very- low- income. There is no disproportionate need evident in this group.
4,440 (15 percent) of all households earn above 50 percent of the AMI. Disproportionate need exists for Black/African American (30 percent), American Indian/Alaska Native (53 percent), and Pacific Islander (50 percent).

Consolidated Plan LAKE FOREST 35
OMB Control No: 2506-0117 (exp. 09/30/2021)
Item: 13
571
NA-30 Disproportionately Greater Need: Discussion – 91.205(b)(2) Are there any Income categories in which a racial or ethnic group has disproportionately greater need than the needs of that income category as a whole? According to Census data, Hispanics/Latinos make up the largest minority population in Lake Forest (24.5% of the City’s population). Asians represent the second largest minority population (15.7% of the City’s population). Based on HUD data from the above series of tables, Black/African American and Hispanic/Latino households consistently appear to be experiencing housing problems disproportionally to the community as a whole. A notable percentage of Native Americans/ Native Alaskans and Pacific Islanders are also disproportionally impacted by housing problems, but these racial populations comprise a small percentage of the City’s population.

If they have needs not identified above, what are those needs? As previously outlined, housing cost is the prevalent housing problem. This housing problem is found among all income categories and most race/ethnic groups. Based on HUD data and City staff input, crowded and substandard housing are not significant issues in Lake Forest.

Are any of those racial or ethnic groups located in specific areas or neighborhoods in your community?
In general, minority populations reside throughout the City; however, there are eight Census Tracts in the City with minority populations representing more than the County average of 62.3 percent as follows:
•
•
•
•
•
•
•
•
320.14 BG 3
320.27 BG 3
524.11 BG 1 BG 2 BG 3
524.22 BG 2 BG 5
524.23 BG 2 BG 3
524.25 BG 1 BG 3
524.28 BG 1 BG 2
524.30 BG 1 BG 9
Maps demonstrating these Census Tracts are provided as Figure 1: Low- and Moderate-Income Areas, Figure 2: Ethnic Concentrations, and Figure 3: Transit Access in Section MA-50.

Lake Forest City CouncilApril 15, 2025

Lake Forest City Council
April 15, 2025