Agenda packet — Lake Forest City Council, April 29, 2025 (part 1 of 2)

BUDGET WORKSHOP AGENDA

LAKE FOREST CITY COUNCIL
City Council - Budget Workshop Meeting of the City Council Tuesday, April 29, 2025
5:30 PM
Community Center Multi-Purpose Room, 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.

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

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 workshop, 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.

April 29, 2025 CITY COUNCIL STRATEGIC PLANNING WORKSHOP

SPECIAL MEETING AGENDA

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CALL TO ORDER: 5:30 p.m.

ATTENDANCE: 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
CLOSED SESSION: (Item Nos. 1 – 3)

1. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
PURSUANT TO GOVERNMENT CODE SECTION 54957(B)(1)
TITLE: CITY MANAGER
RECOMMENDED ACTION: Conduct closed session.

2. CONFERENCE WITH LABOR NEGOTIATORS
PURSUANT TO GOVERNMENT CODE SECTION 54957.6
AGENCY DESIGNATED REPRESENTATIVE: MAYOR AND DOUG

JOHNSON OF RALPH ANDERSEN AND ASSOCIATES
UNREPRESENTED EMPLOYEE(S): CITY MANAGER
RECOMMENDED ACTION: Conduct closed session.

3. CONFERENCE WITH LABOR NEGOTIATORS
PURSUANT TO GOVERNMENT CODE SECTION 54957.6
AGENCY DESIGNATED REPRESENTATIVE: MAYOR AND CITY

MANAGER
UNREPRESENTED EMPLOYEE(S): ALL EMPLOYEES
RECOMMENDED ACTION: Conduct closed session.

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

RECONVENE: City Council will reconvene to continue regular City business.

April 29, 2025 CITY COUNCIL STRATEGIC PLANNING WORKSHOP

SPECIAL MEETING AGENDA

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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.

PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country will be led by Council Member Tettemer.

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

PUBLIC COMMENTS: Only on matters listed on the agenda.

No action may be taken on items not listed on the agenda unless authorized by law. Comments shall be limited to three minutes per person and an overall time limit of thirty minutes for the Public Comments portion of the agenda. Any person wishing to address the City Council on any matter listed on the agenda is requested to complete a "Request to Speak" form available at the door. The completed form is to be submitted to the City Clerk prior to an individual being heard by the City Council.

WORKSHOP ITEMS: (Item Nos. 4 – 7)

4. TRAFFIC MANAGEMENT CENTER UPDATE
RECOMMENDED ACTION: Provide comment on the potential expansion of the City’s Traffic Management Center.

5. 2025 STRATEGIC PLAN UPDATE
RECOMMENDED ACTION: 1. Receive and file a report from staff summarizing proposed updates to the City's Strategic Business Plan. 2. Provide comment and direction on staff’s proposed updates to the Strategic Business Plan.

6. DRAFT CAPITAL IMPROVEMENT PLAN FOR YEARS 2025-2032
RECOMMENDED ACTION: Provide comment on the Draft Capital Improvement Projects Plan for years 2025-2032.

7. PROPOSED 2025-2027 OPERATING BUDGET AND PROPOSED 2025- 2032 FINANCIAL FORECAST
April 29, 2025 CITY COUNCIL STRATEGIC PLANNING WORKSHOP

SPECIAL MEETING AGENDA

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RECOMMENDED ACTION: 1. Receive a presentation on Proposed 2025-2027 Operating Budget and Proposed 2025-2032 Financial Forecast. 2. Review, revise or provide direction to finalize the proposed financial planning documents.

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 Community Center Multi-Purpose Room, 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 24, 2025.

Thy Merritt
Acting City Clerk
April 29, 2025 CITY COUNCIL STRATEGIC PLANNING WORKSHOP

SPECIAL MEETING AGENDA

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CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/29/2025
DEPARTMENT: Public Works
SUBJECT:

TRAFFIC MANAGEMENT CENTER UPDATE
RECOMMENDED ACTION(S):

Provide comment on the potential expansion of the City’s Traffic Management Center
EXECUTIVE SUMMARY:

The City of Lake Forest's Traffic Management Center (“TMC”) functions as a centralized hub for managing and optimizing traffic flow, enhancing public safety, and improving mobility across the city. Through the successful acquisition of grant funding from the Orange County Transportation Authority (“OCTA”) through OC Go (formerly known as Measure M2), the City has implemented Advanced Transportation Management Systems (“ATMS”), which include hybrid radar and video detection systems (“VDS”), closed-circuit television (“CCTV”), and a centralized software platform known as CENTRACS. These tools enable realtime traffic monitoring, incident detection, and responsive traffic control.

Collectively, these tools currently make up the City’s TMC.

Beyond traffic optimization, the TMC has proven to be a vital resource for emergency response, crime prevention, and incident management. Real-time visual monitoring has supported Code Enforcement in addressing illegal vending operations and has aided first responders in managing emergencies with speed and accuracy. In ongoing efforts to expand the TMC’s capabilities, City staff are in discussion with the Orange County Sheriff’s Department (“OCSD”) to potentially integrate the City’s ATMS components into OCSD’s Real Time Operations Center. This collaboration aims to transform traffic infrastructure into a proactive tool for crime prevention, allowing for immediate dispatch, real-time suspect tracking, and improved coordination during emergencies.

City staff now seek City Council feedback on:
• Continuing the City’s investment in the Traffic Management Center by increasing the number of intersections monitored by hybrid radar and video detection systems and closed-circuit television
• Supporting the integration of the City’s Advanced Transportation Management Systems with Orange County Sheriff’s Department systems.

BACKGROUND:

As the City of Lake Forest continues to grow, so do the challenges associated with congestion and traffic management. Historically, the City participated in a shared TMC located in Laguna Hills. Over time, the City has improved its traffic infrastructure by:
• Changing Loop Detection Systems to Hybrid Radar and Video Detection Systems
• Upgrading Copper to Fiber Interconnect Communications • Replacing outdated Controller and Traffic Cabinets
• Adding Emergency Vehicle Preemption Systems
• Optimizing Signal Timing
These enhancements laid the groundwork for the development of an independent, in-house Traffic Management Center. Through Orange County Transportation Authority (“OCTA”) OC Go program (formerly Measure M2) grant funding, the City has invested in several key improvements. These improvements are summarized in Table 1.

Table 1: Traffic Management Improvements
Hybrid Radar and Video
Detection Systems (VDS)
Provides real-time visual traffic monitoring
and detection of vehicles and bicyclists.

Closed-Circuit Television
Systems (CCTV)
Supports live monitoring of intersections
and roadways, enabling timely signal
adjustments to improve traffic flow during
peak periods.

Centralized TMC Software
(CENTRACS)
Allows staff to manage citywide signal
timing and coordination efficiently.

Fiber Network
Allows staff to communicate and manage all
93 traffic signals in a stable and reliable
manner.

DISCUSSION:

The Traffic Management Center (“TMC”) serves as the overall centralized traffic network for the City. Its primary purpose is to monitor, manage, and optimize traffic flow to enhance safety, efficiency, and overall mobility. By utilizing realtime traffic monitoring and data collection, the TMC dynamically responds to traffic conditions, incidents, and changing patterns.

Staff plans to pursue OCTA funding to maintain and enhance current Traffic Management infrastructure. Potential enhancements include:
• Video server capable of supporting up to 400 cameras
• Video software and licensing to manage all traffic signals • Expansion of VDS and CCTV coverage to additional locations • Fiber network gap closures to ensure reliable communication between the TMC and signal infrastructure
• Deployment of AI-enabled traffic management systems for real-time analytics and congestion mitigation
• Automated data collection and performance tracking tools.

Installing infrastructure to encompass traffic signals citywide would cost approximately $1,280,000. However, much of this investment could be covered by OCTA grants over time. These grants typically fund 80% of project costs, requiring a 20% City match.

Beyond traffic optimization, the TMC has become a valuable tool for emergency response, crime prevention, incident management, and monitoring construction activity. With real-time video capabilities, staff and emergency personnel can respond more quickly and effectively. The system has already proven beneficial in collaboration with Code Enforcement, helping to monitor and respond to illegal vending operations.

City staff are currently in discussions with the Orange County Sheriff’s Department (“OCSD”) to explore integrating the City’s TMC and ATMS with OCSD’s Real Time Operations Center. This facility serves as a central hub for command, coordination, and real-time data analysis, significantly enhancing public safety through rapid response and interagency collaboration. By consolidating information from diverse sources—such as 911 calls, police radio communications, surveillance footage, and social media—the Real Time Operations Center enables law enforcement to make swift, informed decisions.

Integrating the City’s TMC and ATMS into this system would transform traffic surveillance into a dynamic tool for public safety, allowing for real-time tracking of vehicles or suspects, streamlined dispatch coordination, and quicker emergency response.

Proposed Strategic Plan Initiative: Traffic Management Center Enhancement
Staff is proposing enhancements to the Traffic Management Center over three phases. The first phase proposed to purchase a Video Server capable of supporting up to 400 traffic cameras and installing video detection system equipment at four key intersections. Project phases are described below:

Phase 1 – FY 2025/26 ($50,000 – General Fund)
• Identify and integrate video management software and video server with IT support.
o The video management software is important to the TMC as it allows efficient organization, control and analysis of video feeds from multiple intersections to enhance traffic monitoring and operational efficiency. The video server enables real-time monitoring, capturing operational inefficiencies, and analysis of traffic conditions to support decision-making and incident responses. Both functions would allow for integration into OCSD’s Real Time Operations Center.

Phase 2 – FY 2026/27 ($230,000 – General Fund)
• Implement VDS and CCTV systems at key intersections (approximately four intersections) and integrate the additional video feeds into OCSD’s Real Time Operations Center. This will also include the cost of the anticipated annual licensing fee for the video management software, which is approximately $30,000 per year.

Phase 3 – FY 2027/28 and Beyond ($1,000,000 – OCTA OC Go / General Fund)
• Identify funding sources, implement additional key VDS and CCTV locations in the City for approximately 18 intersections, and integrate additional locations into OCSD’s Real Time Operations Center. This will also include the cost of the anticipated annual licensing fee for the video management software.

Staff seeks City Council input on continued investment in the TMC, both for its traffic management capabilities and its growing role in public safety.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

None.

Initiated By: Tran Tran, Traffic Engineering Manager
Submitted By: Thomas Wheeler, P.E., Director of Public Works/City Engineer Approved By: Debra Rose, City Manager

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/29/2025
DEPARTMENT: City Manager
SUBJECT:
2025 STRATEGIC PLAN UPDATE
RECOMMENDED ACTION(S):

1. Receive and file a report from staff summarizing proposed updates to the City's Strategic Business Plan.

2. Provide comment and direction on staff’s proposed updates to the Strategic Business Plan.

EXECUTIVE SUMMARY:

On June 20, 2023, the City Council adopted the 2023-2030 Strategic Business Plan, which covers fiscal years 2023-24 through 2029-30 (“Strategic Plan”) (Attachment 1). Traditionally, the City provides updates to the Strategic Plan as a new two-year Operating Budget is adopted. To date, the City has completed 39 initiatives in the current Strategic Plan. At this point in time, staff is proposing revisions to 20 existing initiatives and in addition to 33 new initiatives.

The project list for the 2025 Strategic Plan Update includes a variety of initiatives staff are proposing in response to the Strategic Plan development process which began in October 2024 (Attachments 2 and 3). Community, staff, and stakeholder input has informed the development of these initiatives. The City collected this input via surveys, focus groups, meetings, and consultant services:
• Starting in October 2024, Strategic Planning Consultant, Drew Corbett of DKG Consultants, Inc., conducted staff workshops, met with individual City Council Members, and facilitated a Strategic Planning Exercise on March 25, 2025.
• Community Satisfaction Survey by True North Research conducted December 2024, published and presented in 2025.
• Community Focus Groups conducted in November 2024.
• National Employee Survey by Polco conducted November 2024. • Joint Commissions Workshop conducted February 25, 2025.

Staff recommend the City Council consider the proposed project list for the 2025 Strategic Plan Update. After receiving City Council direction, staff plan to present a final version of the 2025 Strategic Plan Update in June. At its June 3, 2025, meeting, the City Council will have the opportunity to consider the final version of the 2025-2032 Strategic Business Plan alongside the proposed 2025-2027 Operating Budget.

BACKGROUND:

On June 20, 2023, the City Council adopted the 2023-2030 Strategic Business Plan (Attachment 1). Traditionally, the City updates to the Strategic Plan as a new two-year Operating Budget is adopted. To date, the City has completed 39 of the 80 initiatives in the current Strategic Plan. At this point in time, staff is proposing revisions to 20 existing initiatives and in addition to 33 new initiatives.

The project list for the 2025 Strategic Plan Update includes a variety of initiatives staff are proposing in response to the Strategic Plan development process which began in October 2024 (Attachments 2 and 3). Community, staff, and stakeholder input has informed the development of each of these initiatives. The City collected this input via surveys, focus groups, meetings, and consultant services:
• Strategic Planning Consulting Services –DKG Consultants, Inc. (“DKG”) conduct staff workshops and met with City leadership to identify City priorities and prepare to propose new projects and initiatives. Drew Corbett of DKG also met with individual City Council Members to complete a SWOT exercise to identify strengths, weaknesses, opportunities, and threats the Council would like to address. On March 25, 2025, Mr. Corbett facilitated a Strategic Planning Exercise to assist the City Council in prioritizing potential initiatives and concerns as a group. • Community Satisfaction Survey - True North Research conducted the biennial survey which includes both a resident and a business component.

The survey was conducted between November and December 2024 and was published and presented to the City Council in early 2025. • Community Focus Groups – As included in the 2023-2030 Strategic Plan as initiative SP #42, the Community Focus Groups conducted in November 2024, served to gather qualitative data from 48 residents from six different, demographically mixed groups. Findings were presented before the Community Services Commission in February 2025 and before the City Council during the Strategic Planning Workshop.
• National Employee Survey by Polco – The City participated in the Polco National Employee conducted in November 2024. This survey serves as a nationally benchmarked indicator of City employee satisfaction and informs several internally focused projects.
• Joint Commissions Workshop - On February 25, 2025, the City Community Services Commission, Planning Commission, and Traffic and Parking Commission participated in a joint meeting to review and provide feedback on the City’s Mission and Vision and to participate in a Branding Exercise facilitated by the City Manager and Assistant to the City Manager.

Feedback on the Strategic Plan Mission and Vision has been incorporated into the draft Strategic Plan document (Attachment 3)
Each of these inputs and their related findings were discussed during the Strategic Planning Workshop held on March 25, 2025. At the meeting, the City Council identified draft initiative concepts and provided feedback on the concepts presented.

DISCUSSION:

Each initiative on the proposed project list bears a connection with the findings brought forth through the Community Satisfaction Survey (“CSS”), the Community Focus Groups, or the Polco National Employee Survey (“NES”). This data is used to identify and prioritize the initiatives that would provide the most value and impact to the community. City Council priority is also indicated on the list of proposed initiatives (Attachment 2).

Table 1 groups the 33 new proposed initiatives based on the community priority or congruence with key findings. Some initiatives are supported by more than one key finding; however, only the primary one is shown in Table 1. Attachment 2 lists all the key findings corelated with each proposed initiative.

Table 1: New Initiatives Grouped by Key Findings and Strategic Goals Goal(s) Source Key Finding(s) Initiatives
A
Community
Satisfaction
Survey
Branding: 22% "Not sure/
Cannot think of anything" for
location, landmark, or visual
associated with LF (CSS, p. 48)
SP #16 – City Branding
Entryways
A
Community
Satisfaction
Survey
Business: Importance of
promoting economic
development and revitalizing
outdated areas (CSS, p.36)
SP #18 – Golf Course
Request for Proposal (RFP)
with the County
A
Community Focus
Groups
Community Focus Groups:

Expanded programs for a wider
range of age
groups/demographics
SP #26 – Community
Services Programming at
the Performing Arts Center
(PAC)
A
Community
Satisfaction
Survey
Police Services: Importance of
maintaining low crime rate,
investigating criminal activity,
SP #2 – Traffic
Management Center
Goal(s) Source Key Finding(s) Initiatives
and enforcing traffic laws (CSS
p.26)
A
Community
Satisfaction
Survey
Public Works: Importance of
maintaining parks and picnic
areas (CSS p.31)
SP #13 – Implement
Development Impact Fee
Program
SP #21 – Veterans Brick
Program
A
Community
Satisfaction
Survey
Resident Recommendations:

Improve public safety (CSS, p.
19)
SP #29 – Park Security
Enhancements
SP #30 – Emergency
Communication
Enhancements at the
Sports Park
A
Community
Satisfaction
Survey
Resident Recommendations:

Attract new restaurants and
stores (CSS, p.19)
SP #14 – Hiring a Broker
for Retail Recruitment
SP #15 – Citywide
Branding Implementation
A
Community
Satisfaction
Survey
Residents Recommendations:

Reduce cost of living, Provide
more affordable housing,
Develop walkable shopping
areas (CSS, p. 19)
SP #12 - Whispering Hills
B
Community
Satisfaction
Survey
Business: 75% learning how to
market or advertise our business
would make use more profitable
(CSs p. 49)
SP #32 – Business
Attraction Marketing
SP #34 – Lake Forest
Flavors
B
Community
Satisfaction
Survey
Business: Importance of
providing building permit
services (CSS, p.36)
SP #42 – Streamlining
Business Startup Support:

Integration of Planning and
Economic Development
B
Community
Satisfaction
Survey and
Community Focus
Groups
Communications and
Marketing: 11% of residents
and 9.5% of businesses
selected Not sure/ Do not
receive information in response
to source of City information
(CSS, p. 57, 59)
Community Focus Groups:

Lack of familiarity with City
offerings
SP #31 – New Lake Forest
Packet
SP #35 – Realtor
Partnerships
B
Community
Satisfaction
Survey
Communications and
Marketing: Website one of top
sources of information 21% of
residents, 25% of businesses
(top source)
SP #45 – Integrated
Redaction Services
Goal(s) Source Key Finding(s) Initiatives
B
Community
Satisfaction
Survey
Community Services:

Importance of providing
recreation programs for various
participants/populations (CSS, p.
33)
SP #36 – Community
Service Program
Scholarships
B
Community
Satisfaction
Survey
Development Services:

Importance of enforcing zoning
regulations (CSS, p.28)
SP #28 – Analysis of
Regulatory Options for
Massage and Personal
Care Services
B
Community
Satisfaction
Survey
Development Services:

Importance of issuing building
permits (CSS, p. 28)
SP #43 – Streamline
Planning and Building
Division Pre-Application &
Inquiry Process
B
Community
Satisfaction
Survey
Resident Recommendations:

Provide more communityfocused events (CSS, p. 19)
SP #33 – USA 250: A
Celebration of the United
States 250th Anniversary
(Semiquincentennial)
B
Community
Satisfaction
Survey
Resident Recommendations:

Improve city planning (CSS,
p.19)
SP #38 – Advanced GIS for
Infrastructure & Community
Engagement
SP #40 – Develop a 5-Year
City-Wide Technology
Master Plan
SP #44 – Expand payment
options for passport and
notary services
B & C
Community
Satisfaction
Survey
Resident Recommendations:

Improve budgeting and fiscal
planning (CSS, p. 19)
SP #37 – Improve Financial
Transparency and
Accessibility for the
Community
SP #39 – Strategic
Planning Software
SP#46 – Conduct a
Comprehensive Fee Study
and Cost Allocation Plan
SP #47 – Review of
Contract Services vs. In
House Services
C
National
Employee Survey
Employee Key Driver:

Collaboration between
departments (e.g.,
transportation, planning, etc.)
(NES p. 4)
SP #53 – Employee
Newsletter
C
National
Employee Survey
Employee Key Driver:

Providing opportunities for
employees to learn and grow
SP #52 – Lead with
Purpose: Employee
Goal(s) Source Key Finding(s) Initiatives
(NES, p. 4); Satisfaction -61%
Opportunities to develop a
career path at the organization
(NES p. 12)
Development and
Engagement
SP #51 – Managers
Professional Development
Group
C
National
Employee Survey
Employees: Satisfaction - 76%
Purchasing Services Overall (P.
17)
SP #48 – Procurement
Framework Revamp
C
National
Employee Survey
Employees: Satisfaction - 77%
Human Resources Services
Overall, 77% Benefits
Administration, 71% Training
Services (NES, p. 16-17)
SP #50 – Implement a
Learning Management
System (LMS)
Further detailed descriptions of each initiative are included in the draft Strategic Plan (Attachment 3). The numbers included for each initiative are included for the benefit of easily referring to each initiative and to facilitate discussion. These initiative numbers may change or shift based on further feedback, changes, or updates to the list of initiatives. There are 20 additional initiatives that are continuing on and have been revised from the prior version of the strategic plan These are also included in Attachments 2 and 3. Additionally, current initiatives that may still be in progress by the end of the current fiscal year may be incorporated into this update and would be included in the final version of the Strategic Plan update for City Council consideration at its June 3, 2025, meeting.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

1. 2023-2030 Strategic Business Plan

2. Proposed Strategic Plan Initiatives Matrix

3. Draft 2025-2032 Strategic Business Plan
Initiated By: Nidia Ruelas, Assistant to the City Manager Submitted By: Debra Rose, City Manager
Approved By: Debra Rose, City Manager
ATTACHMENT 1

ATTACHMENT 2
Proposed Strategic Plan Initiatives
FY 25/26-FY 31/32
SP #
(Simple) Initiative Name
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)

PRIMARY
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#2
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#3
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#4
City
Council
Priority
(SP
Workshop)
Department
Sponsor/Owner Status
1 PAVE 77: Proactive Arterial Value Enhancements Public Works: Maintaining local streets and roads (CSS p. 31, p.38) Yes Public Works (CIP) On Track - Substantial Progress (>50%) 2 Traffic Management Center Police Services: Maintaining low crime rate (CSS p.26) Police Services: Investigating criminal activity (CSS p. 26) Police Services: Enforcing traffic laws (CSS p. 26) Public Works: Reducing traffic congestion (CSS p. 31, p.38) Yes Public Works (Transportation) Upcoming 3 Lake Forest Transportation Mitigation (LFTM) Program Public Works: Reducing traffic congestion (CSS p. 31, p.38) Public Works (CIP) On Track - Substantial Progress (>50%) 4 Meadows Traffic Mitigation Program Public Works: Reducing traffic congestion (CSS p. 31, p.38) Public Works (CIP) On Track - Substantial Progress (>50%) 5 Foothill Circulation Phasing Plan Public Works: Reducing traffic congestion (CSS p. 31, p.38) Public Works (CIP) On Track - Substantial Progress (>50%) 6 Traffic Signal Synchronization Public Works: Reducing traffic congestion (CSS p. 31, p.38) Public Works (CIP) On Track - Substantial Progress (>50%) 7 Traffic Operational Improvement Study & Improvement Project Public Works: Reducing traffic congestion (CSS p. 31, p.38) Public Works: Maintaining local streets and roads (CSS p. 31, p.38) Public Works (CIP) On Track - Started (<50%) 8 Arterial Median Improvement Project
Public Works: Maintaining local streets and roads (CSS p. 31, p.38) Public Works: Reducing traffic
congestion (CSS p. 31, p.38) Public Works (CIP)
On Track - Substantial Progress (>50%)
9 Nature Park to Meadows Development Trail Connection Public Works: Providing bike paths and pedestrian facilities (CSS p.31) Public Works (CIP) On Track - Started (<50%) CSS: 2025 Community Satisfaction SurveyNES: Polco National Employee SurveyCommunity Focus Groups: Focus Groups by Cultural Edge Page 1 of 6 Proposed Strategic Plan Initiatives
FY 25/26-FY 31/32
SP #
(Simple) Initiative Name
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)

PRIMARY
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#2
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#3
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#4
City
Council
Priority
(SP
Workshop)
Department
Sponsor/Owner Status
10 General Plan Implementation Residents Recs: Improve city planning (CSS, p.19) Community Development (Planning, Engineering, Building and Safety) On Track - Substantial Progress (>50%)
11 Analysis of Industrial and Business Park Inventory and Trends Residents Recs: Attract new restaurants, stores (CSS, p.19) Development Services: Enforcing zoning regulations (CSS, p.28) Business: Revitalizing outdated areas (CSS, p.36) Community Development (Planning, Engineering, Building and Safety) On Track - In Transition 12 A. Whispering Hills HOA Board Meetings
Residents Recs: Reduce cost of living, Provide more affordable housing, Develop walkable shopping areas (CSS, p. 19) Yes City Manager's Office Upcoming
12 B. Whispering Hills
Residents Recs: Reduce cost of living, Provide more affordable housing, Develop walkable shopping areas (CSS, p. 19) Yes Economic Development (Housing) Upcoming
13 Implement Development Impact Fee Program Public Works: Maintaining parks and picnic areas (CSS p.31) Finance Upcoming 14 Hiring a Broker for Retail Recruitment Residents Recs: Attract new restaurants, stores (CSS, p.19) Business: Promoting economic development (CSS, p.36) Business: Provide more resources, support (CSS, p. 50) Business: Revitalizing outdated areas (CSS, p.36) Yes Economic Development Upcoming 15 Citywide Branding Implementation Residents Recs: Attract new restaurants, stores (CSS, p.19) Branding: 21.9% "Not sure/ Cannot think of anything" for location, landmark, or visual associated with LF (CSS, p. 48) Branding: 23.6% "Not sure/ Cannot think of anything" to describe LF character and community (CSS p.46) Yes City Manager's Office Upcoming
16 City Branding Entryways
Branding: 21.9% "Not sure/ Cannot think of anything" for location, landmark, or visual associated with LF (CSS, p. 48) Branding: 23.9% "Not sure/ Cannot think of anything" to describe what makes LF special (CSS p. 47) Public Works (CIP) Upcoming
CSS: 2025 Community Satisfaction SurveyNES: Polco National Employee SurveyCommunity Focus Groups: Focus Groups by Cultural Edge Page 2 of 6 Proposed Strategic Plan Initiatives
FY 25/26-FY 31/32
SP #
(Simple) Initiative Name
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)

PRIMARY
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#2
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#3
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#4
City
Council
Priority
(SP
Workshop)
Department
Sponsor/Owner Status
17 Southwest Lake Forest Investment Projects Neighborhood Issues by Area off the City (CSS p. 45, Figure 38) Public Works: Maintaining local streets and roads (CSS p. 31, p.38) Public Works: Providing bike paths and pedestrian facilities (CSS p.31) Public Works (CIP) On Track - Substantial Progress (>50%) 18 Golf Course Request for Proposal (RFP) with the County Business: Promoting economic development (CSS, p.36) Business: Revitalizing outdated areas (CSS, p.36) Yes Economic Development Upcoming 19 Neighborhood Improvement Task Force
Neighborhood Issues by Area off the City (CSS p. 45, Figure 38) Community Development (Planning, Engineering, Building and Safety) On Track - Substantial Progress (>50%)
20 Community Preservation Program
Neighborhood Issues by Area off the City (CSS p. 45, Figure 38) Community Development (Community Preservation)
On Track - Substantial Progress (>50%)
21 Veteran's Brick Program Public Works: Maintaining parks and picnic areas (CSS p.31) Public Works (Community Vitality and Engagement) Upcoming 22 Asset Management Program - Asset Management/Work Order Software Public Works: Maintaining parks and picnic areas (CSS p.31) Residents Recs: Improve budgeting and fiscal planning (CSS, p. 19) Residents Recs: Improve city planning (CSS, p.19) Public Works (Infrastructure Maintenance) Complete 23 Park Enhancements Public Works: Maintaining parks and picnic areas (CSS p.31) Public Works (CIP) On Track - Substantial Progress (>50%) 24 Heroes Park Sports Field Renovations Public Works: Maintaining parks and picnic areas (CSS p.31) Public Works (CIP) On Track - Started (<50%) 25 A. Neighborhood Park Renovations - Phase 4: Etnie's Skate Park Remodel Public Works: Maintaining parks and picnic areas (CSS p.31) Public Works (CIP) On Track - Started (<50%) 25 B. Neighborhood Park Renovations -
Phase 4: Lake Forest Nature Park & LakeForest Park
Public Works: Maintaining parks and picnic areas (CSS p.31) Public Works (CIP) On Track - Substantial Progress (>50%)
25 C. Neighborhood Park Renovations - Phase 4: Cavanaugh Park Public Works: Maintaining parks and picnic areas (CSS p.31) Public Works (CIP) Some Disruption - Not Started CSS: 2025 Community Satisfaction SurveyNES: Polco National Employee SurveyCommunity Focus Groups: Focus Groups by Cultural Edge Page 3 of 6 Proposed Strategic Plan Initiatives
FY 25/26-FY 31/32
SP #
(Simple) Initiative Name
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)

PRIMARY
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#2
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#3
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)
#4
City
Council
Priority
(SP
Workshop)
Department
Sponsor/Owner Status
26 Community Service Programming at the Performing Arts Center (PAC) Community Focus Groups: Expanded programs for wider range of age groups/demographics Management Services (Culture, Leisure, and Recreation)
Upcoming
27 Foothill Ranch Sport Rink Conversion Public Works: Maintaining parks and picnic areas (CSS p.31) Public Works (CIP) On Track - Started (<50%) 28 Analysis of Regulatory Options for Massage and Personal Care Services Development Services: Enforcing zoning regulations (CSS, p.28) Community Development (Community Preservation) Upcoming 29 Park Security Enhancements Resident Recs: Improve public safety (CSS, p. 19) Resident Recs: Improving parks, recreation (CSS, p. 19) Police Services: Investigating criminal activity (CSS p. 26) Yes Management Services (Culture, Leisure, and Recreation) Upcoming 30 Emergency Communication Enhancements at the Sports Park Resident Recs: Improve public safety (CSS, p. 19) Yes Management Services (Community Vitality and Engagement) Upcoming 31 New LF Resident Packet Communications and Marketing: 11% of residents Not sure/ Do not receive information in response to source of City information (CSS, p. 57) Community Focus Groups: Lack of familiarity with City offerings Yes Management Services (Community Vitality and Engagement) Upcoming
32 Business Attraction Marketing
Business: 75.1% learning how to market or advertise our business would make use more profitable (CSs p. 49) Business: 10.1% Promote businesses as a way the City can help (CSS, p. 50) Business reasons for being in LF: Location and accessibility (28.9%, CSS p. 68) Economic Development Upcoming
33 USA 250: A Celebration of the United States 250th Anniversary (Semiquincentennial) Resident Recs: Provide more community-focused events (CSS, p. 19) Yes
Management Services (Community Vitality and Engagement) Upcoming
34 Lake Forest Flavors
Business: 75.1% learning how to market or advertise our business would make use more profitable (CSs p. 49) Business: 10.1% Promote businesses as a way the City can help (CSS, p. 50) Economic Development Upcoming
35 Realtor Partnerships Community Focus Groups: Lack of familiarity with City offerings Communications and Marketing:
11% of residents Not sure/ Do not receive information in response to source of City information (CSS p 57)
Communications and Marketing:

9.5% of businesses Not sure/ Do not receive information in response to source of City information (CSS p 59)
Management Services (Community Vitality and Engagement) Upcoming
CSS: 2025 Community Satisfaction SurveyNES: Polco National Employee SurveyCommunity Focus Groups: Focus Groups by Cultural Edge Page 4 of 6 Proposed Strategic Plan Initiatives
FY 25/26-FY 31/32
SP #
(Simple) Initiative Name
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)

Collaboration between departments (e.g., transportation, planning, etc )(NES p 4)
Information Technology Upcoming
39 Strategic Planning Software
Residents Recs: Improve budgeting and fiscal planning (CSS, p. 19) Residents Recs: Improve city planning (CSS, p.19) City Manager's Office Upcoming 40 Develop a 5-Year City-Wide Technology Master Plan Residents Recs: Improve city planning (CSS, p.19) Residents Recs: Improve budgeting and fiscal planning (CSS, p. 19) Employee Key Driver: Collaboration between departments (e.g., transportation, planning, etc.)(NES p. 4) Yes Information Technology Upcoming
41 Online Building Permit Application Access Development Services: Issuing building permits (CSS, p. 28) Community
Development (Planning, Engineering, Building
and Safety)
On Track - In Transition
42 Streamlining Business Startup Support: Integration of Planning and Economic Development Business: Provide building permit services (CSS, p.36)
Business: Provide building inspection services (CSS, p.36) Business: Fewer restrictions, regulations, More businessfriendly government (CSS, p. 20) Business: Provide more resources, support (CSS, p. 50) Economic Development Upcoming 43 Streamline Planning and Building Division Pre-Application & Inquiry Process Development Services: Issuing building permits (CSS, p. 28) Community Development (Planning, Engineering, Building and Safety) Upcoming
44 Expand payment options for passport and notary services Residents Recs: Improve city planning (CSS, p.19) City Clerk Upcoming CSS: 2025 Community Satisfaction SurveyNES: Polco National Employee SurveyCommunity Focus Groups: Focus Groups by Cultural Edge Page 5 of 6 Proposed Strategic Plan Initiatives
FY 25/26-FY 31/32
SP #
(Simple) Initiative Name
Congruence with Community/
Employee Input (via
Community Satisfaction
Survey, National Employee
Survey, and/or Focus Groups)

Employees: 76% Purchasing Services Overall (P. 17) Finance Upcoming 49 Animal Control Operational Review
Residents Recs: Improve budgeting and fiscal planning (CSS, p. 19) Residents Recs: Improve city planning (CSS, p.19)
Management Services (Public Safety)
50 Implement a Learning Management System (LMS)
Employees: 77% Human Resources Services Overall, 77% Benefits Administration, 71% Training Services (NES, p. 16-17) Human Resources Upcoming
51 Manager’s Professional Development Group Employees: 61% Opportunities to develop a career path at the organization (NES p. 12) Employee Key Driver: Opportunities to develop a career path (NES, p. 4) City Manager's Office Upcoming 52 Lead with Purpose: Employee Development and Engagement Employee Key Driver: Providing opportunities for employees to learn and grow (NES, p. 4) Employees: 61% Opportunities to develop a career path at the organization (NES p. 12) Employee Key Driver: Opportunities to develop a career path (NES, p. 4) Human Resources Upcoming 53 Employee Newsletter
Employee Key Driver: Collaboration between departments (e.g., transportation, planning, etc.)(NES p. 4) Management Services (Management and Support)
Upcoming
CSS: 2025 Community Satisfaction SurveyNES: Polco National Employee SurveyCommunity Focus Groups: Focus Groups by Cultural Edge Page 6 of 6 ATTACHMENT 3
City of Lake-Forest
2025-2027 Operating Budget
Proposed Version - 4/29/2025
City of Lake Forest | 2025-2027 Operating Budget Page 1

TABLE OF CONTENTS
Strategic Business Plan: FY 2025-26 through FY 2031-2032 3 City of Lake Forest City Council 4
City Map 7
A Message from the City Manager 8
Executive Summary 9
Mission and Vision 10
Goals and Priority Areas 11
Goal A. Our livable city is well planned, attractive, and safe. 12 Goal B. Our connected city is informed, engaged, and technologically current. 14 Goal C. Our healthy city government is sustainable and well-run with committed people 16 Strategic Initiatives 18
Goal A 19
Priority Area 1: Well-planned 20
Priority Area 2: Attractive 31
Priority Area 3: Safe 38
Goal B 41
Priority Area 1: Informed 42
Priority Area 2: Engaged 46
Priority Area 3: Technologically Current 50
Goal C 53
Priority Area 1: Sustainable 54
Priority Area 2: Well-run 57
Priority Area 3: Committed People 60
City of Lake Forest | 2025-2027 Operating Budget Page 2 STRATEGIC BUSINESS PLAN: FY 2025-26
THROUGH FY 2031-2032
City of Lake Forest | 2025-2027 Operating Budget Page 3 MAYOR
Scott Voigts
District 3

MAYOR PRO TEM
Robert Pequeño
District 5
City of Lake Forest | 2025-2027 Operating Budget Page 4

COUNCIL MEMBER
Doug Cirbo
District 1

COUNCIL MEMBER
Mark Tettemer
District 4
City of Lake Forest | 2025-2027 Operating Budget Page 5

COUNCIL MEMBER
Benjamin Yu
District 2
City of Lake Forest | 2025-2027 Operating Budget Page 6 City Map
City of Lake Forest | 2025-2027 Operating Budget Page 7 A Message from the City Manager
On behalf of the Lake Forest City Council and City staff, it is my privilege to present the City of Lake Forest's Strategic Business Plan for Fiscal Years 2025-26 through 2031-32.

Thanks to the City Council's leadership, the plan establishes a clear mission and vision to guide Lake Forest over the next seven years.

The plan is focused on three clear long-range goals:

A livable city that is well-planned, attractive, and safe.

A city that is engaged, informed, and technologically
current.

A city government that is fiscally sustainable and well-run with committed staff.

Implementing this Strategic Plan enables the City to build on past efforts and respond effectively to the needs of constituents well into the future.

Over the next seven years, new residential neighborhoods will be completed, and the City will transition from a developing community to a "maintenance city." this will require a continued focus on strategic investments in infrastructure and other municipal services that only the City can provide to ensure Lake Forest continues to be a beautiful and financially sustainable community.

I want to thank you for your ongoing trust and support. We are proud to serve you!
Respectfully,
Debra Rose
City of Lake Forest | 2025-2027 Operating Budget Page 8 City of Lake Forest | 2025-2027 Operating Budget Page 9 Misson
To deliver innovative, high-quality
services to the community in a costeffective manner.

Vision
To be a safe and fiscally stable city
that supports its community and highquality amenities.

City of Lake Forest | 2025-2027 Operating Budget Page 10 Goal A
Goal:

Our livable city is well-planned,
attractive, and safe.

Priority Areas:

1. Well-planned - Purposeful direction in land use
and transportation planning create a community
future generations will value.

2. Attractive - Investment and maintenance in
public facilities, infrastructure, and natural
resources enhances the visual character of the City
and supports quality neighborhoods.

3. Safe - Excellent public safety efforts maintain a
family friendly environment and high quality of life.

Goal B
Goal:

Our connected city is engaged,
informed, and technologically current.

Priority Areas:

1. Informed - Transparency about decision-making
and government performance cultivates public
trust.

2. Engaged - Outreach, creative events, and
programs inspire connection and participation
between residents, businesses, and City
government.

3. Technologically Current - Innovative
technologies provide an efficient means for the
public to remain engaged and access public
information.

Goal C
Goal:

Our healthy city government is
sustainable and well-run with
committed people.

Priority Areas:

1. Sustainable - Responsible financial policies and
prudent decisions provide short-term fiscal
stability and long-term financial health.

2. Well-run - Good governance and professional
management support the City's ability to serve the
needs of the community.

3. Committed People - Talented, ethical staff and
contractors are vital assets to our organization and
essential to effective and efficient City operations.

City of Lake Forest | 2025-2027 Operating Budget Page 11 Goal A. Our livable city is well planned, attractive, and safe.

Well-planned
Purposeful direction in land use and transportation
planning create a community future generations
will value.

Attractive
Investment and maintenance in public facilities,
infrastructure, and natural resources enhances
visual character of the City and supports quality
neighborhoods.

Safe
Excellent public safety efforts maintain a familyfriendly environment and high quality of life. *NOTE: The figures on this page reflect the progress towards Strategic Planning Initiatives that advance Goal A. These figures are updated on a quarterly basis. For further information on each individual initiative, including planned phases and anticipated timeframes for completion, please see the Strategic Initiatives Implementation Matrix section of the Strategic Plan.

Goal A Strategic Plan Initiatives
Progress
Upcoming 10 (71.43%)
Complete 1 (7.14%)
Substantial Progress 1 (7.14%)
Started 1 (7.14%)
Preparing for Launch 1 (7.14%)
In Transition (0.00%)
Well-planned
Goal A, Priority Area 1 - Wellplanned
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Purposeful direction in land use and transportation planning create a community future generations will value.
a) Prioritize initiatives to reduce traffic congestion, improve mobility, and manage on-street parking.
b) Develop and implement initiatives that leverage changes in retail, shopping, and business preferences and integrate emerging technology.
c) Ensure that economic and housing initiatives provide opportunities for all residents.
d) Strategically accommodate mandates and leverage
opportunities at the State and Federal levels to ensure the highest level of local control, community involvement, and organizational effectiveness.
e) Maintain business attraction services to bring new retail stores to the city.

City of Lake Forest | 2025-2027 Operating Budget Page 12 Attractive
Investment and maintenance in public facilities, infrastructure, and natural resources enhances visual character of the City and supports quality neighborhoods.
a) Enhance the City's overall visual character, maintain City assets, and proactively reinvest in southwest Lake Forest.
b) Consistently invest in the City's facilities.
c) Evaluate future options for the City's infrastructure and utility resources.
d) Provide civic and recreational opportunities appealing to community demographics.

Goal A, Priority Area 2 -
Attractive
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Safe
Goal A, Priority Area 3 - Safe
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Excellent public safety efforts maintain a family-friendly environment and high quality of life.
a) Maintain a low crime rate in a cost-effective manner. b) Maintain public safety by engaging community members. c) Develop comprehensive emergency management strategies that prepare the City to respond effectively to unpredictable events.

City of Lake Forest | 2025-2027 Operating Budget Page 13 Goal B. Our connected city is informed, engaged, and technologically current.

Informed
Transparency about decision-making and
government performance cultivates public trust.

Engaged
Outreach, creative events, and programs inspire
connection and participation between residents,
businesses, and City government.

Technologically Current
Innovative technologies provide an efficient means
for the public to remain engaged and access public
information.
*NOTE: The figures on this page reflect the progress towards Strategic Planning Initiatives that advance Goal B. These figures are updated on a quarterly basis. For further information on each individual initiative, including planned phases and anticipated timeframes for completion, please see the Strategic Initiatives Implementation Matrix section of the Strategic Plan.

Goal B Strategic Plan Initiatives
Progress
Upcoming 10 (71.43%)
Complete 1 (7.14%)
Substantial Progress 1 (7.14%)
Started 1 (7.14%)
Preparing for Launch 1 (7.14%)
In Transition (0.00%)
Informed
Goal B, Priority Area 1 -
Informed
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Transparency about decision-making and government
performance cultivates public trust.
a) Maintain a communications and marketing strategy, including two-way communication that enhances community engagement. b) Invigorate civic life via special events and programs. c) Ensure that the City's decision-making process remains accessible to all residents.

City of Lake Forest | 2025-2027 Operating Budget Page 14 Engaged
Outreach, creative events, and programs inspire connection and participation between residents, businesses, and City
government.
a) Develop programs to expand access to City government. b) Involve the public in measuring the quality and effectiveness in services delivered by the City.

Goal B, Priority Area 2 -
Engaged
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Technologically Current
Goal B, Priority Area 3 -
Technologically Current
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Innovative technologies provide an efficient means for the public to remain engaged and access public information.
a) Enhance efficiencies and services through technology.

City of Lake Forest | 2025-2027 Operating Budget Page 15 Goal C. Our healthy city government is sustainable and well-run with committed people.

Sustainable
Responsible financial policies and prudent
decisions provide short-term fiscal stability and
long-term financial health.

Well-run
Good governance and professional management
supports the City's ability to serve the needs of the
community.

Committed People
Talented, ethical staff and contractors are vital
assets to our organization and essential to
effective and efficient City operations.
*NOTE: The figures on this page reflect the progress towards Strategic Planning Initiatives that advance Goal C. These figures are updated on a quarterly basis. For further information on each individual initiative, including planned phases and anticipated timeframes for completion, please see the Strategic Initiatives Implementation Matrix section of the Strategic Plan.

Goal C Strategic Plan Initiatives
Progress
Upcoming 10 (71.43%)
Complete 1 (7.14%)
Substantial Progress 1 (7.14%)
Started 1 (7.14%)
Preparing for Launch 1 (7.14%)
In Transition (0.00%)
Sustainable
Goal C, Priority Area 1 -
Sustainable
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Responsible financial policies and prudent decisions provide short-term fiscal stability and long-term financial health. a) Continue to implement Financial Management and Budgetary Policy to maintain the financial integrity of the City. b) Operate according to policy on cost recovery.
c) Analyze major programs to identify potential cost savings and manage future costs.

City of Lake Forest | 2025-2027 Operating Budget Page 16 Well-run
Good governance and professional management supports the City's ability to serve the needs of the community.
a) Continuously improve our effectiveness in procuring and managing financially sustainable contract services.
b) Implement modern workplace policies that cultivate an effective, efficient workforce.

Goal C, Priority Area 2 - Wellrun
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Committed People
Goal C, Priority Area 3 -
Committed People
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
Talented, ethical staff and contractors are vital assets to our organization and essential to effective and efficient City operations.
a) Professionally develop and retain staff to match skills with organizational and community needs.
b) Continuously assess the optimal staffing levels required to provide in-demand services to residents and businesses.

City of Lake Forest | 2025-2027 Operating Budget Page 17 Strategic Initiatives
The following pages contain the City's Strategic Initiatives under each Goal, Priority Area, and Strategy in the Strategic Plan. Each Initiative represents a project or program aimed at addressing the priorities of the City Council and residents, concerns and trends from the Community Satisfaction and Employee Surveys, and improvement measures coming from City departments.

Strategic Initiatives may have several phases or projects within one initiative and may span multiple years. All initiatives are led by a Lead Department and budgeted under a specific Program. While budgeted amounts reflect research and preparation for the launch of each initiative, final amounts may vary as a result of changes to the projects themselves and market trends impacting the costs of labor, materials, and consultant work.

Progress towards the completion of initiatives under each Goal and Priority Area is reflected through figures at the start of each section.

Overall progress for all Strategic Initatives is shown below. All progress figures are updated on a quarterly basis.

Strategic Plan Initiatives Overall Progress
Upcoming 10 (71.43%)
Complete 1 (7.14%)
Substantial Progress 1 (7.14%)
Started 1 (7.14%)
Preparing for Launch 1 (7.14%)
In Transition (0.00%)
City of Lake Forest | 2025-2027 Operating Budget Page 18 Goal A
Our livable city is well-planned, attractive, and safe.

The cornerstone of a desirable community is its intentional transportation planning and land use, plan for growth, high-quality community amenities, and overall safety. Strategies and initiatives under this goal highlight major investments in community spaces and amenities, the City's infrastructure, and business environment. Lake Forest strives to be a community that blends a strong tradition of intentional planning and land use with a modern desire for high-quality services, recreational offerings, and community events.

Goal A Strategic Plan Initiatives
Progress
Upcoming 10 (71.43%)
Complete 1 (7.14%)
Substantial Progress 1 (7.14%)
Started 1 (7.14%)
Preparing for Launch 1 (7.14%)
In Transition (0.00%)
City of Lake Forest | 2025-2027 Operating Budget Page 19 Goal A, Priority Area 1
Our livable city is well-planned, attractive, and safe.

Priority Area 1 - Well-planned: Purposeful direction in land use and transportation planning create a community future generations will value.

Goal A, Priority Area 1 - Well-planned
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 20 Goal A, Priority Area 1, Strategy (A)
Our livable city is well-planned, attractive, and safe.

Priority Area 1 - Well-planned: Purposeful direction in land use and transportation planning create a community future generations will value.

Strategy (A) Prioritize initiatives to reduce traffic congestion, improve mobility, and manage on-street parking.

Initiatives under Goal A, Priority Area 1, Strategy (A) are supported by findings in the 2025 Community Satisfaction Survey (CSS).

Both residents (96.7%) and businesses (85%) that responded contend that maintaining local streets and roads is extremely or very important (CSS, p. 31, p. 38).

Reducing traffic congestion is another priority among residents (88.9%) and businesses (72.5%), with a majority of respondents marking it as extremely or very important (CSS, p. 31, p. 38).

From a public safety perspective, resident respondents expressed the importance of public safety action related to enforcing traffic laws and investigating incidents (CSS, p. 26).
94% of respondents consider maintaining a low crime rate as extremely or very important.

92.8% consider investigating criminal activity as extremely or very important.

68.4% consider enforcing traffic laws as extremely or very important.

Strategic Plan Initiative #1 addresses the Public Works service (maintaining local streets and roads) with the highest percentage of resident respondents ranking it as extremely or very important.

Strategic Plan Initiative #2 addresses reducing traffic congestion and would aid law enforcement efforts to deter crime, investigate traffic incidents and be able to respond appropriately, and ultimately keep street traffic moving safely and smoothly.

Strategic Plan Initiatives #3,4, 5, 6, 7, and 8 address reducing traffic congestion through various Capital Improvement Plan (CIP) projects that provide signal synchronization, traffic safety improvements, and accommodate traffic volume increases as a result of recent developments in the City.

City of Lake Forest | 2025-2027 Operating Budget Page 21 Initiatives A - 1(a)
SP # 1 - PAVE 77: Proactive Arterial Value Enhancements Maintain "Good" Pavement Condition (PCI of 77) of the City's Roads Construct pavement rehabilitation projects to repair and maintain the quality of the roads, focusing on maintaining residential and improving Arterial PCI to a value of 77. Each project is detailed further in the Capital Improvement Plan (CIP) and the associated CIP project number is referenced for each project.

The PAVE 77 Plan would modify the City's existing pavement management strategy to provide additional rehabilitation and value to the City's arterial streets and conduct the slurry seal of neighborhood streets on a 10-year cycle. This program would preserve the Pavement Condition Index (PCI) of both arterial and neighborhood streets at a 77, or "good" condition rating.

Maintaining good pavement condition is crucial for a city for several reasons: Well-maintained roads reduce vehicle wear and tear, saving residents and businesses on repair costs and minimizing accidents caused by potholes, cracks, and uneven surfaces. Wellmaintained roads support efficient transportation for commuters, businesses, and emergency vehicles. This initiative would focus on maintaining an overall PCI of 77 for the network.

Phase 1 - FY 25/26: Zone D Slurry Seal (26S01A) & Bake Parkway Resurfacing (26S01B) Phase 2 - FY 26/27: Zone E1 Slurry Seal (27S01C) & Bake Parkway Resurfacing (27S01D) Phase 3 - FY 27/28 and Beyond: Determine and deploy the long-term pavement management and funding strategy for PAVE 77.

Both residents (96.7%) and businesses (85%) that responded contend that maintaining local streets and roads is extremely or very important (CSS, p. 31, p. 38).
(Project previously included in 2023-2030 Strategic Plan as SP #6) Lead Department: Public Works
Program: 940 Street Improvement Projects
Budget Impact: $8,700,000 per year
Fund: Measure M2 Local Fairshare, Gas Tax Road Maintenance and Rehabilitation Account Fund (RMRA SB1), City Road Infrastructure Fund, Solid Waste Pavement Impact Fee
Estimated Completion: FY 35/36
City of Lake Forest | 2025-2027 Operating Budget Page 22 Initiatives A - 1(a)
SP # 2 - Traffic Management Center
The Traffic Management Center will provide an enhanced ability to supplement emergency responsiveness and public safety, address real-time traffic conditions, improve incident management, and address traffic safety.

The initiative supports the Orange County Sheriff's Department's (OCSD) reaction time and situational awareness to increase safety. It would also reduce traffic congestion and improve public safety by allowing staff to monitor traffic conditions in real time, improve incident detection and response times, enhance data storage and analysis for future traffic planning/signal timing, and support better coordination between traffic control systems, law enforcement, and emergency responders.

Phase 1 - FY 25/26: Identify and implement the appropriate video server and integrate video feeds into OCSD's Real Time Operations Center.

Phase 2 - FY 26/27: Add video camera systems to four key intersections and integrate the video feeds into OCSD's Real Time Operations Center.

Phase 3 - FY 27/28 and Beyond: Identify funding sources and implement additional key video camera locations in the City for the remaining 18 key intersections.

Reducing traffic congestion is another priority among residents (88.9%) and businesses (72.5%), with a majority of respondents marking it as extremely or very important (CSS, p. 31, p. 38).

92.8% consider investigating criminal activity as extremely or very important.

68.4% consider enforcing traffic laws as extremely or very important.

Lead Department: Public Works
Program: 930 Traffic Improvement Projects, 620 Traffic Operations, 631 Traffic Safety Budget Impact:

Phase 1 - FY 25/26: $50,000
Phase 2 - FY 26/27: $230,000
Phase 3 - FY 27/28 and Beyond: $30,000 per year, $800,000 one-time investment Fund: General Fund, Project P M2 Funds
Estimated Completion: FY 31/32
City of Lake Forest | 2025-2027 Operating Budget Page 23 Initiatives A - 1(a)
SP # 3 - Lake Forest Transportation Mitigation (LFTM) Program Complete infrastructure projects that increase transportation mobility and reduce congestion with Lake Forest Transportation Mitigation (LFTM) or North Irvine Transportation Mitigation (NITM) funds paid for developments.

Phase 1 - FY 25/26:

Projects to complete construction:

Lake Forest/ Rancho (24T05)
Lake Forest/ Jeronimo (24T06)
Los Alisos/ Rockfield (24T07)
Projects to start construction:

Bake/ Trabuco (PW2019-02)
Phase 2 - FY 26/27:

Projects to complete design in FY25/26 & construction in FY26/27:

Lake Forest/I-5 - not within City limits (LFTM/NITM) (27T02) Alton/Irvine - not within City Limits (LFTM/NITM) (26T03) Phase 3 - FY 27/28 and Beyond:

Projects to begin in FY26/27:

Lake Forest & Rockfield Projects
In FY27/28:

Bake/Jeronimo (LFTM/NITM)
Reducing traffic congestion is another priority among residents (88.9%) and businesses (72.5%), with a majority of respondents marking it as extremely or very important (CSS, p. 31, p. 38). (Project previously included in 2023-2030 Strategic Plan as SP #1) Lead Department: Public Works
Program: 930 Traffic Improvement Projects
Budget Impact: See CIP
Fund: LFTM and NITM
Estimated Completion: FY 35/36
SP # 4 - Meadows Traffic Mitigation Program
Use Meadows Traffic Improvement Funds (MTIF) to manage
impacts related to the Meadows development.

Bake Pkwy/Toledo Way Intersection Improvements (24T09)
Completion of the Meadows Traffic Improvement will improve traffic flow and congestion along the Bake Parkway corridor. This will complete the obligated improvement projects for this program per the development agreement.

Los Alisos Blvd/Muirlands Blvd Intersection Improvements (24T08)
Jeronimo Rd Widening at El Toro Rd (PW2019-08)
El Toro Rd Raised Medians from Jeronimo Rd to Trabuco Rd (PW2020-07)
Reducing traffic congestion is another priority among residents (88.9%) and businesses (72.5%), with a majority of respondents marking it as extremely or very important (CSS, p. 31, p. 38). (Project previously included in 2023-2030 Strategic Plan as SP # 3) Lead Department: Public Works
Program: 930 Traffic Improvement Projects
Budget Impact: See CIP
Fund: FCPP
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 24 Initiatives A - 1(a)
SP # 6 - Traffic Signal Synchronization
Utilize grants and other transportation funds to complete traffic signal synchronization projects that provide more efficient traffic flow.

Alton Pkwy (PW2020-16)
Lake Forest Dr (18T03)
Portola Pkwy (PW2020-15)
Bake Pkwy and Rockfield Blvd (25T03)
Irvine Blvd./Trabuco Rd (25T04)
Reducing traffic congestion is another priority among residents (88.9%) and businesses (72.5%), with a majority of respondents marking it as extremely or very important (CSS, p. 31, p. 38). (Project previously included in 2023-2030 Strategic Plan as SP # 5) Lead Department: Public Works
Program: 930 Traffic Improvement Projects
Budget Impact: See CIP
Fund: Various
Estimated Completion: FY 28/29
SP # 7 - Traffic Operational Improvement Study
& Improvement Project
Study intersections throughout the City to consider operational improvements, such as dedicated turn lanes and other traffic flow improvements.

FY 24/25: Consultant selected, and the study has been initiated.

FY 25/26: Complete the study and evaluate future stages for a project.

Reducing traffic congestion is another priority among residents (88.9%) and businesses (72.5%), with a majority of respondents marking it as extremely or very important (CSS, p. 31, p. 38). (Project previously included in 2023-2030 Strategic Plan as SP #7) Lead Department: Public Works
Program: 620 Traffic Operations
Budget Impact: $100,000
Fund: General Fund
Estimated Completion: FY 26/27
Initiatives A - 1(a)
SP # 8 - Arterial Median Improvement Project
Installation of raised hardscaped medians would improve traffic safety. These locations include Trabuco Rd north of El Toro Rd, and on Rockfield Blvd south of Lake Forest Dr. (24S09)
Reducing traffic congestion is another priority among residents (88.9%) and businesses (72.5%), with a majority of respondents marking it as extremely or very important (CSS, p. 31, p. 38). (Project previously included in 2023-2030 Strategic Plan as SP # 11)
Lead Department: Public Works
Program: 940 Street Improvement Projects
Budget Impact: See CIP
Fund: General Fund
Estimated Completion: FY 26/27
SP # 9 - Nature Park to Meadows Development
Trail Connection
Trail Connection from Nature Park to Meadows Development Trail System - preliminary studies and concept.
(Project previously included in 2023-2030 Strategic Plan as SP # 8) Lead Department: Public Works
Program: 920 Park Improvement Projects
Budget Impact: See CIP
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 25 SP # 10 - General Plan Implementation
Develop and implement programs to promote energy conservation in construction and transportation projects. Procure consultant to assist with implementing energy conservation and pollution reduction strategies.

FY 24/25: Consultant selected and the development of the plan has been initiated with substantial progress completed to date.

FY 25/26: Complete Sustainability Implementation Plan (SIP) for consideration by the City Council (Project previously included in 2023-2030 Strategic Plan as SP # 12) Lead Department: Community Development
Program: 501 Planning Support
Budget Impact: $75,000
Fund: General Fund
Estimated Completion: FY 25/26
City of Lake Forest | 2025-2027 Operating Budget Page 26 Goal A, Priority Area 1, Strategy (B)
Our livable city is well-planned, attractive, and safe.

Priority Area 1 - Well-planned: Purposeful direction in land use and transportation planning create a community future generations will value.

Strategy (B) Develop and implement initiatives that leverage changes in retail, shopping, and business preferences and integrate emerging technology.

Initiatives under Goal A, Priority Area 1, Strategy (B) are supported by findings in the 2025 Community Satisfaction Survey (CSS).

Attracting new restaurants and stores is the top resident suggestion (14.2% of respondents) in response to the open-ended question on how to improve the City (CSS p. 19).

Initiatives A - 1(b)
SP # 11 - Analysis of Industrial and Business Park Inventory and Trends Procure a consultant to conduct an in-depth analysis of the City’s current industrial and business park inventory and produce a comprehensive “White Paper” on the topic.

An understanding of the adaptability of the current stock of commercial space that could accommodate future employment needs and trends will allow the City to review development regulations to ensure compatibility of land uses.

Attracting new restaurants and stores is the top resident suggestion (14.2% of respondents) in response to the open-ended question on how to improve the City (CSS p. 19).
(Project previously included in 2023-2030 Strategic Plan as SP # 13) Lead Department: Community Development
Program: 501 Planning Support
Budget Impact: $50,000
Fund: General Fund
Estimated Completion: FY 25/26
City of Lake Forest | 2025-2027 Operating Budget Page 27 Goal A, Priority Area 1, Strategy (C)
Our livable city is well-planned, attractive, and safe.

Priority Area 1 - Well-planned: Purposeful direction in land use and transportation planning create a community future generations will value.

Strategy (C) Ensure that economic and housing initiatives provide opportunities for all residents.

Initiatives A - 1(c)
SP # 12 - Whispering Hills Affordable Housing Development This project aims to identify an affordable housing development partner to develop the parcel into affordable housing, parking, and a park. The park would be open to the public and maintained by the developer.

The development will create new affordable housing options, addressing the growing need for affordable housing availability in the City.

Affordable housing means that more employees will have access to housing options nearby, potentially improving local workforce availability. The addition of parking spaces will also make it easier for customers and employees to access nearby businesses, helping to drive foot traffic and support local commerce. The project will dedicate space for a public park, providing a recreational area for residents and enhancing the community’s public amenities and overall livability.

Phase 1 - Whispering Hills HOA Board Meetings: This phase would implement the necessary steps to engage the Whispering Hills HOA Board to discuss the potential repurposing of the Whispering Hills parcel. These HOA Board Meetings would provide an opportunity for residents to voice their concerns, ask questions, and provide input on the future use of the Whispering Hills parcel. Since this development could significantly affect the neighborhood, including the potential for more affordable housing, public park space, and parking; it is essential for residents to be informed and involved in the decision-making process.

Phase 2 - Whispering Hills: This phase would remove the Irrevocable Offer of Dedication (park) from the Whispering Hills parcel (6.65 acres). This phase would identify an affordable housing development partner and initiate the development process.

Lead Department: Economic Development/ Hosuing
Program: 832 Affordable Housing
Budget Impact: Staff Resources
Fund: General Fund
Estimated Completion: FY 25/26
City of Lake Forest | 2025-2027 Operating Budget Page 28 Goal A, Priority Area 1, Strategy (D)
Our livable city is well-planned, attractive, and safe.

Priority Area 1 - Well-planned: Purposeful direction in land use and transportation planning create a community future generations will value.

Strategy (D) Strategically accommodate mandates and leverage opportunities at the State and Federal levels to ensure the highest level of local control, community involvement, and organizational effectiveness.

Initiatives A - 1(d)
SP # 13 - Implement Development Impact Fee Program
This initiative would implement a Development Impact Fee (DIF) Program to generate dedicated funding for necessary infrastructure improvements. Establishing this program would enable the City to reduce its reliance on general funds and allow new development to contribute to the costs of the services and infrastructure it impacts, helping maintain the quality of life for residents.

While the 2025 Community Satisfaction Survey (CSS) shows a satisfaction rating of 88.3% for maintaining city parks, maintaining this level of quality of life amid population growth requires continued focus on funds for infrastructure (CCS p. 32). The POLCO National Employee Survey (NES) indicates community quality is 98%, which is above the benchmark (NES p. 5). Sustaining this satisfaction across parks, public safety, and recreation programs will necessitate additional funding, which can be supported by the Impact Fee Program.

Phase 1 - FY 25/26: Adopt and initiate Program - Begin charging fees to developers based on the established fee structure.

Phase 2- FY 25/26: Develop Tracking and Reporting System - Monitor the collection, allocation, and spending of fees to comply with required reporting regulations.

Phase 3 - FY 29/30: Review and Adjust - Complete Statutory Five-year review.

Lead Department: Finance
Program: 240 Treasury
Budget Impact:

Phases 1-2: $10,000 per year
Phase 3: $75,000
Fund: General Fund
Estimated Completion:

Phases 1-2: FY 25/26, FY 26/27
Phase 3: FY 30/31
City of Lake Forest | 2025-2027 Operating Budget Page 29 Goal A, Priority Area 1, Strategy (E)
Our livable city is well-planned, attractive, and safe.

Priority Area 1 - Well-planned: Purposeful direction in land use and transportation planning create a community future generations will value.

Strategy (E) Maintain business attraction services to bring new retail stores to the city.

Initiatives A -1(e)
SP # 14 - Hiring a Broker for Retail Recruitment
This initiative builds upon the previous Shopping Center Analysis project by procuring a broker to enhance the success and revitalization of its commercial centers and assist with retail recruitment. The selected broker will work directly for the City to identify, attract, and secure high-quality retail tenants that align with the City’s economic goals. The broker will focus on strengthening commercial districts, improving occupancy rates, and diversifying the retail landscape to meet the demands of residents and visitors.

Revitalized and well-occupied commercial centers create a more vibrant community atmosphere, encouraging people to spend more time in these areas. Additionally, improved shopping experiences can help foster a stronger sense of place and pride in the city.

Additionally, the presence of desirable retail tenants can help create a more stable, profitable environment for existing businesses.

Regarding the business climate, 37% of businesses rated it as excellent and 47% rated it as good (CSS p. 17). This feedback highlights the need for targeted efforts to improve the overall business environment. Additionally, a common suggestion from residents has been to attract new restaurants and stores, indicating a demand for more diverse dining and retail options in the city (CSS p. 19). The 2025 Community Satisfaction Survey also pointed to an increase in the importance of the City’s efforts to revitalize outdated areas (up to

69.5% of businesses rated it as extremely or very important), suggesting that more attention is needed to these spaces (CSS, p.36).

Lead Department: Economic Development
Program: 830 Economic Development
Budget Impact: $50,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 30 Goal A, Priority Area 2
Our livable city is well-planned, attractive, and safe.

Priority Area 2 - Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources enhances visual character of the City and supports quality neighborhoods.

Goal A, Priority Area 2 - Attractive
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 31 Goal A, Priority Area 2, Strategy (A)
Our livable city is well-planned, attractive, and safe.

Priority Area 2 - Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources enhances visual character of the City and supports quality neighborhoods.

Strategy (A) Enhance the City's overall visual character, maintain City assets, and proactively reinvest in southwest Lake Forest.

Initiatives A - 2(a)
SP # 15 - Citywide Branding Implementation
Upon completion of the Branding Project and the establishment of a brand, continue to work with the current branding services consultant to “launch” the brand and evaluate implementation actions as appropriate. Potential brand actions include the following, in a phased manner:

Project A: 2027 City of Lake Forest Rose Parade Float (Pending Direction/Approval by City Council) Project B: Main Street Banners on main roads like El Toro Road to visually launch the new brand elements on a highly frequented road and key landmark of the City.

Project C: 35th Anniversary Celebration Event to commemorate the 35th Anniversary of the City.

This initiative addresses the recurring expressed community desire to attract quality restaurants and businesses (p.19 of 2025 Community Satisfaction Survey). Implementing and achieving widespread dissemination of a city brand can help elevate and make visible the qualities that make Lake Forest a unique and desirable place for businesses and can highlight the City’s high quality of life.

Lead Department: City Manager's Office
Program: 830 Economic Development
Budget Impact:

Project A: $550,000 (if approved)
Project B: $50,000
Project C: $30,000
Fund: General Fund (Strategic Economic Investment Program or SEIP) Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 32 Initiatives A - 2(a)
SP # 16 - City Branding Entryways
Install City entryway enhancements at El Toro Road, Lake Forest Drive and Portola Parkway.

Project improves the visual appearance of the entryway arterial street intersections in Lake Forest.

Lead Department: Public Works
Program: 940 Street Improvement Projects
Budget Impact: $700,000
Fund: General Fund
Estimated Completion: FY 27/28
SP # 17 Southwest Lake Forest Investment
Projects
Southwest Lake Forest Crosswalk Enhancement Intersection Improvements (Wall, Crosswalk, Audible Pedestrian Signals Phase 5)
Crosswalk (26S04)
Audible Pedestrian Signals (APS) Phase 5 (27T01)
Arterial Wall Enhancements (24S06)
(Project previously included in 2023-2030 Strategic Plan as SP # 27)
Lead Department: Public Works
Program: 940 Street Improvement Projects, 930 Traffic
Improvement Projects
Budget Impact: $300,000 for Crosswalk Enhancements, $180,000 for APS Phase 5 portion of project, See CIP
Fund: General Fund, Community Development Block Grant
(CDBG) for APS
Estimated Completion: FY 26/27
SP # 18 - Lake Forest Golf and Practice Center
Request for Proposal (RFP) with County
In conjunction with the County of Orange, conduct a Request for Proposal process for the Lake Forest Golf and Practice Center (Golf Course) lease agreement. This update would potentially bring new tenant(s) to manage the driving range/parking lot parcel (County of Orange), and nine-hole golf course (City-owned property). The project also aims to create a revitalized environment, improving the aesthetic appeal and functionality of the facilities. By modernizing the existing structures and updating the landscape, this initiative serves as an opportunity to stimulate the surrounding industrial area, encouraging further
reinvestment and development.

By modernizing the facilities and enhancing the surrounding area, this initiative may offer an upgraded experience for residents, improving both their recreational opportunities and the aesthetic quality of the environment. Additionally, the revitalization of the industrial area around these facilities will increase its appeal, potentially attracting new business investments and encouraging existing property owners to reinvest in their properties, leading to broader economic growth and beautification of the area.

Lead Department: Economic Development
Program: 830 Economic Development
Budget Impact: Staff Resources
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 33 Initiatives A - 2(a)
SP # 19 - Neighborhood Improvement Task
Force (NITF)
Transition from pilot to long-term program for neighborhood improvement activities. Procure multi-year outreach consulting contract and establish basic framework to be replicated.

Nearly 2/3 of residents cite significant neighborhood issues that should be improved by the City, such as parking, lack of property maintenance, homelessness, and overcrowding (2025 CSS, p. 44).

FY 24/25: Consultant selected, and the Neighborhood 3 Project has been started.

FY 25/26: Complete procurement of multi-year agreement for future neighborhoods and establish Southwest Lake Forest Adhoc. (Project previously included in 2023-2030 Strategic Plan as SP # 29)
Lead Department: Community Development
Program: 541 Community Preservation
Budget Impact: $95,000
Fund: General Fund
Estimated Completion: FY 25/26
SP # 20 - Community Preservation Program
Develop and implement new citywide community preservation program to assist residents in need who may be unable to address code violations, deteriorated property, and neglected maintenance.

Almost half of residents surveyed reported that lack of property maintenance, noise, parking, and graffiti are having a
negative impact on their neighborhood (2025 CSS, p. 44).

FY 24/25: Consultant selected and the development of a pilot program has been initiated.

FY 25/26: Complete Pilot Program and evaluate the impact of program for future stages.
(Project previously included in 2023-2030 Strategic Plan as SP # 30)
Lead Department: Community Development
Program: 541 Community Preservation
Budget Impact: $70,000
Fund: General Fund
Estimated Completion: FY 25/26
SP # 21 - Veterans' Brick Program
Provide opportunities for veterans and residents of Lake Forest to adopt a brick at Veterans Park and other City Parks.

Lead Department: Public Works
Program: 401 Infrastructure Maintenance Support, 437 Parks Maintenance Services Budget Impact: $20,000 per year
Fund: General Fund
Estimated Completion: FY 28/29
City of Lake Forest | 2025-2027 Operating Budget Page 34 Goal A, Priority Area 2, Strategy (B)
Our livable city is well-planned, attractive, and safe.

Priority Area 2 - Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources enhances visual character of the City and supports quality neighborhoods.

Strategy (B) Consistently invest in the City's facilities.

Initiatives A - 2(b)
SP # 22 - Asset Management Program - Asset Management Work Order System Develop or purchase software that allows the City to track work orders against assets, and conduct condition inspections.

Phase 1 - FY 25/26: Develop Work Order system and test system with key contractors.

Phase 2 - FY 26/27: Roll out to all Inspectors and deploy it as part of work processes to include all contractors addressing work orders in the field. Procure a technical support consultant to help integrate ESRI Geographic Information System (GIS) functions and to optimize the system with continued improvements.

Phase 3 - FY 27/28: Complete implementation by finalizing processes and workflows and providing ongoing training.

Lead Department: Public Works
Program: 401 Infrastructure Maintenance Support
Budget Impact: $50,000 per year
Fund: General Fund
Estimated Completion: FY 27/28
SP # 23 - Park Enhancements
Complete various significant maintenance or enhancement projects to retain the high-quality of the City's park facilities.

Park Gazebo Repair & Replacement (PW2022-09)
Replace synthetic fields installed in 2014 at the Lake Forest Sports Park (25P02)
Maintaining local roads, parks, and other infrastructure are top concerns for residents and businesses in the 2025
Community Satisfaction Survey (CSS, p.31, p. 38).
(Project previously included in 2023-2030 Strategic Plan as SP # 37)
Lead Department: Public Works
Program: 920 Park Improvement Projects
Budget Impact: See CIP
Fund: General Fund
Estimated Completion: FY 25/26
SP # 24 - Heroes Park Field Renovations
Perform renovations at sports fields at Heroes Park, including irrigation, baseball field improvements, and leveling. (25P10) Improve baseball fields by adding warning track, fencing improvements, and infield regrading to improve playability of the field and the enjoyment of users.

Maintaining local roads, parks, and other infrastructure are top concerns for residents and businesses in the 2025
Community Satisfaction Survey (CSS, p.31, p. 38).
(Project previously included in 2023-2030 Strategic Plan as SP # 35)
Lead Department: Public Works
Program: 920 Park Improvement Projects
Budget Impact: See CIP
Fund: General Fund
Estimated Completion: FY 25/26
City of Lake Forest | 2025-2027 Operating Budget Page 35 Initiatives A - 2(b)
SP # 25 - Neighborhood Park Renovations, Phase 4: Etnies Skate Park, Nature Park and Lake Forest Park, and Cavanaugh Park
Following the completion of public outreach, park design will be prepared for approval and the park renovations construction phase.

The project renovates the aging park facilities and adds additional amenities based on public input to improve the quality of the park.

Improvements to City Parks are cited in the 2025 Community Satisfaction Survey as an item that would make Lake Forest better.

Project A: Etnies Skate Park (27F07, 24P03, and 26P05): Includes renovations to existing main building such as HVAC upgrades and IT infrastructure improvements to improve the safety and environment of the facility. Renovations to the skateable areas and landscaping around the park would include concrete repairs, installation of additional shade structures, and upgrading existing lights to LED to improve safety features at the park.
(Public Outreach previously included in 2023-2030 Strategic Plan as SP # 33) Project B: Lake Forest and Nature Park (25P06): These park renovations will include the implementation of improvements brought forth by the public outreach effort and include items such as trail maintenance, the replacement of older amenities, and maintenance of lights throughout the parks.
(Public Outreach previously included in 2023-2030 Strategic Plan as SP # 32 and #38) Project C: Cavanaugh Park (25P08): These park renovations will include the implementation of improvements brought forth by the public outreach effort and take into account any future freeway/ El Toro Rd. Intersection work. (Public Outreach previously included in 2023-2030 Strategic Plan as SP # 25) Maintaining local roads, parks, and other infrastructure are top concerns for residents and businesses in the 2025 Community Satisfaction Survey (CSS, p.31, p. 38).

Lead Department: Public Works
Program: 920 Park Improvement Projects, 910 Building Improvement Projects Budget Impact:

Etnies Skate Park: 27F07 - $2,200,000; 24P03 - $2,200,000, 26P05 - $175,000 Nature Park and Lake Forest Park: $300,000
Cavanaugh Park: $1,200,000
Fund: Neighborhood Park Improvement Reserve Fund
Estimated Completion:

Etnies Skate Park: 27F07 & 24P03 - FY 27/28
Nature Park and Lake Forest Park: FY 25/26
Cavanaugh Park: FY 26/27
Goal A, Priority Area 2, Strategy (C)
Our livable city is well-planned, attractive, and safe.

Priority Area 2 - Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources enhances visual character of the City and supports quality neighborhoods.

Strategy (C) Evaluate future options for the City's infrastructure and utility resources.

City of Lake Forest | 2025-2027 Operating Budget Page 36 Goal A, Priority Area 2, Strategy (D)
Our livable city is well-planned, attractive, and safe.

Priority Area 2 - Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources enhances visual character of the City and supports quality neighborhoods.

Strategy (D) Provide civic and recreational opportunities appealing to community demographics.

Initiatives A - 2(d)
SP # 26 - Community Service Programming at
the Performing Arts Center (PAC)
Offer expanded programming at the PAC focused on feedback received from the 2024 Recreation Programming Focus Group, as well as programs that will help market the facility for future rentals. Examples may include hosting a comedy event, an author event, or a book signing.

Providing recreation opportunities to a wide range of users is an important issue for residents in 2025 Community & Business Satisfaction Survey (CSS, p. 33)
Lead Department: Management Services
Program: 730 Performing Arts Center, 710 Community Events Budget Impact: $20,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
SP # 27 - Foothill Ranch Park Sport Rink
Conversion
Convert one hockey rink to a box lacrosse facility at Foothill Ranch Park.

Providing recreation opportunities to a wide range of users is an important issue for residents in 2025 Community & Business Satisfaction Survey (CSS, p. 33)
(Project previously included in 2023-2030 Strategic Plan as SP # 40)
Lead Department: Public Works
Program: 920 Park Improvement Projects
Budget Impact: $275,000
Fund: General Fund
Estimated Completion: FY 25/26
City of Lake Forest | 2025-2027 Operating Budget Page 37 Goal A, Priority Area 3
Our livable city is well-planned, attractive, and safe.

Priority Area 3 - Safe: Excellent public safety efforts maintain a family-friendly environment and high quality of life.

Goal A, Priority Area 3 - Safe
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 38 Goal A, Priority Area 3, Strategy (A)
Our livable city is well-planned, attractive, and safe.

Priority Area 3 - Safe: Excellent public safety efforts maintain a family-friendly environment and high quality of life.

Strategy (A): Maintain a low crime rate in a cost-effective manner.

Initiatives A - 3(a)
SP # 28 - Analysis of Regulatory Options for Massage and Personal Care Services The analysis will identify business types that may include the use of private rooms and identify potential locations for businesses based on existing zoning designations. Through this analysis, the study will yield a proposal of revised regulations to improve public safety and ensure land use designations appropriately reflect regulations.

Lead Department: Community Development
Program: 541 Community Preservation
Budget Impact: $50,000
Fund: General Fund
Estimated Completion: FY 25/26
Goal A, Priority Area 3, Strategy (B)
Our livable city is well-planned, attractive, and safe.

Priority Area 3 - Safe: Excellent public safety efforts maintain a family-friendly environment and high quality of life.

Strategy (B): Maintain public safety by engaging community members.

City of Lake Forest | 2025-2027 Operating Budget Page 39 Goal A, Priority Area 3, Strategy (C)
Our livable city is well-planned, attractive, and safe.

Priority Area 3 - Safe: Excellent public safety efforts maintain a family-friendly environment and high quality of life.

Strategy (C): Develop comprehensive emergency management strategies that prepare the City to respond effectively to unpredictable events.

Initiatives A - 3(c)
SP # 29 - Park Security Enhancements
Implement night and weekend park patrols with contract security staff to improve park security and safety.

Park access has been constrained by anti-social behavior, vandalism, and vagrancy – particularly in the southwest section of Lake Forest. Increasing security is a key priority of the Community Services Commission, many regular park users, and residents that live near parks in Southwest Lake Forest.

This is consistent with the 2025 Community Satisfaction Survey results describing improving parks, recreation as one of the top concerns (CSS, p. 19).

Lead Department: Management Services
Program: 701 Community Services Support, 760 Sports Park Budget Impact: $150,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
SP # 30 - Emergency Communication
Enhancements at the Lake Forest Sports park
Purchase an outdoor loudspeaker system to communicate
emergencies and announcements at the Lake Forest Sports Park.

In case of an emergency, staff would be able to notify the public of the on-site emergency and how to proceed.

Park improvements and public safety remain top concerns for residents as documented throughout the 2025 Community
Satisfaction Survey (CSS, p. 19).

Lead Department: Management Services
Program: 760 Sports Park
Budget Impact: $30,000
Fund: General Fund
Estimated Completion: FY 25/26
City of Lake Forest | 2025-2027 Operating Budget Page 40 Goal B
Our connected city is informed, engaged, and technologically current.

A connected city is defined by its transparent, innovative, and creative methods of engaging the community. Strategies and initiatives under this goal highlight the City's efforts to expand acess to programs, connect with new residents, and utilize technology to ensure it maintains a high standard of customer service and flexibility. In addition to utilizing community investment to build a community that authentically attracts residents, Lake Forest seeks to foster connections through creative programming and the intentional deployment of technology.

Goal B Strategic Plan Initiatives Progress
Upcoming 10 (71.43%)
Complete 1 (7.14%)
Substantial Progress 1 (7.14%)
Started 1 (7.14%)
Preparing for Launch 1 (7.14%)
In Transition (0.00%)
City of Lake Forest | 2025-2027 Operating Budget Page 41 Goal B, Priority Area 1
Our connected city is informed, engaged, and technologically current.

Priority Area 1- Informed: Transparency about decision-making government and performance cultivates public trust.

Goal B, Priority Area 1 - Informed
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 42 Goal B, Priority Area 1, Strategy (A)
Our connected city is informed, engaged, and technologically current.

Priority Area 1- Informed: Transparency about decision-making and government performance cultivates public trust.

Strategy (A): Maintain a communications and marketing strategy, including two-way communication that enhances community engagement.

Initiatives B - 1(a)
SP # 31 - New Lake Forest Resident Packet
Welcome new Lake Forest residents with a Resident Packet including the Leaflet and Civic Center Information.

New residents often do not know the location of City Hall or the Community Services programs that are offered. This information was gathered from the Community Focus Groups Project (Completed as part of the 2023-2030 Strategic Plan as SP #42) conducted by Management Services in FY 2024-25. Some Lake Forest residents are interested in participating in City events and programs, but don’t know a lot about what the City offers.

Lead Department: Management Services
Program: 801 Communications and Marketing
Budget Impact: $10,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
SP # 32 - Business Attraction Marketing
This marketing campaign will leverage the branding strategy developed by the City’s consultant to create impactful marketing materials that showcase why Lake Forest is an ideal place for businesses to thrive. By incorporating the insights from the branding strategy, staff will design targeted materials highlighting key aspects such as Lake Forest’s demographics, economic profile, available office space, and other vital business-friendly attributes. These materials will be distributed to attract potential businesses and investors to the City.

Additionally, the City will attend the ICSC (International Council of Shopping Centers) Conference in May 2026, where we will host a booth designed with branded promotional materials. This will allow us to directly market Lake Forest to a broad audience of commercial real estate professionals, retailers, and developers, further elevating the City’s visibility and business prospects.

In the City's 2025 Community Satisfaction Survey, 75.1%% of businesses indicated that learning how to market would help make them more profitable (CSS, p. 49), and promoting businesses was one of the top areas where the City could offer support (CSS, p. 50).

By actively marketing Lake Forest, the initiative provides businesses and Lake Forest with greater visibility. Additionally, the survey highlighted that residents want more restaurants and retail stores in Lake Forest.

Lead Department: Economic Development
Program: 830 Economic Development
Budget Impact: $35,000 in FY 25/26 and $37,000 in FY 26/27 Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 43 Goal B, Priority Area 1, Strategy (B)
Our connected city is informed, engaged, and technologically current.

Priority Area 1- Informed: Transparency about decision-making and government performance cultivates public trust.

Strategy (B): Invigorate civic life via special events and programs.

Initiatives B - 1(b)
SP # 33 - USA 250: A Celebration of the United States' 250th Anniversary (Semiquincentennial) Commemorate America’s 250 birthday by incorporating unique features in the City’s annual Fourth of July Parade and/or other commemorative symbols throughout the community.

America’s 250 birthday is an opportunity to bring the community together for a special, once-in-a-lifetime event. Consistent with the residents' desires to have more events and entertainment activities in Lake Forest (2025 CSS, p. 19).

Lead Department: Management Services
Program: 710 Community Events
Budget Impact: $50,000
Fund: General Fund
Estimated Completion: FY 26/27
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th
SP # 34 - Lake Forest Flavors
Establish Lake Forest as a dining destination by showcasing the City’s vibrant restaurant scene. Through a comprehensive marketing strategy—including social media campaigns (videos, reels, and spotlights on featured restaurants), a dedicated webpage, newsletter articles, and in-person community events—this initiative will foster engagement and drive traffic to local businesses. By leveraging collaborative partnerships with restaurants and community organizations, the initiative would support local businesses, stimulate economic growth, and instill a sense of community pride. This initiative would aid with a seamless transition from the successful BOGO campaign, keeping local restaurants in the spotlight and building momentum leading up to the revamped Taste of Lake Forest event.

Ultimately, Lake Forest Flavors reinforces the City’s commitment to promoting shopping and dining locally, driving both economic and community vitality.

In the City's 2025 Community Satisfaction Survey, 75.1% of businesses indicated that learning how to market would help make them more profitable (CSS, p. 49), and promoting businesses was one of the top areas where the City could offer support (CSS, p. 50). By actively marketing Lake Forest’s diverse dining scene, the initiative provides businesses with greater visibility, helping them reach more customers.

Lead Department: Economic Development
Program: 830 Economic Development
Budget Impact: $10,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 44 Goal B, Priority Area 1, Strategy (C)
Our connected city is informed, engaged, and technologically current.

Priority Area 1- Informed: Transparency about decision-making government performance cultivates public trust.

Strategy (C): Ensure that the City's decision-making process remains accessible to all residents.

Initiatives B- 1(c)
SP # 35 - Realtor Partnerships
Host quarterly meetings with Realtors serving Lake Forest, including providing brokers with door hangers with Lake Forest City information for them to distribute to area homes.

This initiative would leverage the City’s branding efforts and could provide greater connectivity between residents and the City. Per the Community Focus Groups conducted by Management Services in FY 2024-25, residents are interested in connecting with the City, they just don’t know how. As shown in the 2025 Community Satisfaction Survey, 11% of residents and 9.5% of businesses responded Not sure/ Do not receive information when asked where they receive information about the City (CSS, p. 57 and p. 59). This gap presents an opportunity for the City to connect with residents and businesses that currently do not receive information.

Lead Department: Management Services
Program: 801 Communications and Marketing
Budget Impact: $10,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 45 Goal B, Priority Area 2
Our connected City is informed, engaged, and technologically current.

Priority Area 2 - Engaged: Outreach, creative events, and programs inspire connection and participation between residents, businesses, and City government.

Goal B, Priority Area 2 - Engaged
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 46 Goal B, Priortity Area 2, Strategy (A)
Our connected City is informed, engaged, and technologically current.

Priority Area 2 - Engaged: Outreach, creative events, and programs inspire connection and participation between residents, businesses, and City government.

Strategy (A) Develop programs to expand access to City government.

Initiatives B - 2(a)
SP # 36 - Community Service Program Scholarships
Provide a scholarship fund for qualified low-income families for Community Services programs.

Lower-income residents, particularly in the southwest region of Lake Forest, are disconnected from most of the City’s recreation programming and facilities (e.g. the Lake Forest Sports Park). A scholarship would provide additional opportunities for qualified lowincome residents to explore community offerings.

Lead Department: Management Services
Program: 838 Community Promotion
Budget Impact: $10,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 47 Goal B, Priority Area 2, Strategy (B)
Our connected City is informed, engaged, and technologically current.

Priority Area 2 - Engaged: Outreach, creative events, and programs inspire connection and participation between residents, businesses, and City government.

Strategy (B) Involve the public in measuring the quality and effectiveness in services delivered by the City.

Initiatives B - 2(b)
SP # 37 - Improve Financial Transparency and Accessibility for the Community Phase 1: Become GFOA Triple Crown City - Earn the Certificate of Achievement for Excellence in Financial Reporting, the Distinguished Budget Presentation Award, and the Popular Annual Financial Reporting Award, demonstrating excellence in financial transparency, accountability, and communication.

Phase 2: Develop AGA Citizens Centric Report - A concise, visually engaging document that provides residents with an overview of the city's demographics, financial health, performance results, and future goals in an easy-to-understand format.

Phase 3: Structured Community Engagement Strategy in the Budget Process - Employ a multi-channel approach to create a participatory process.

This effort directly addresses the 78.9% satisfaction rate with communication noted in the 2025 Community Satisfaction Survey (CSS, p.51), aiming to increase public satisfaction within the first year. By responding to the request for improved budgeting and fiscal management (CSS, p.19), this initiative will enhance residents’ understanding of the City’s financial health.

Lead Department: Finance
Program: 245
Budget Impact: Staff Resources
Fund: General Fund
Estimated Completion: FY 2026-2027
City of Lake Forest | 2025-2027 Operating Budget Page 48 Initiatives B - 2(b)
SP # 38 - Advanced Geographic Information System (GIS) for Infrastructure and Community Engagement
Phase 1: Develop a 5-Year Citywide GIS Technology Master Plan Phase 2: Upgrade GIS Infrastructure Based on the Phase 1 deliverables, upgrade GIS infrastructure by upgrading hardware, software, and data layers
Phase 3: Expand GIS-Based Services for Residents
Based on Phase 1 and Phase 2, develop enhanced GIS applications that provide residents with improved tools for engagement.

A 5-Year GIS Technology Master Plan focused on public services ensures that the City is not just investing in technology for internal efficiency but also prioritizing the needs of residents. The National Employee Survey (NES) by Polco identifies interdepartmental collaboration as a key driver of efficiency (NES, p.4).

Upgrading GIS infrastructure ensures residents have fast, reliable access to city services and information. It lays the foundation for delivering modern, user-friendly tools that improve community engagement, support transparency, and enable better decision-making for both residents and city leaders.

Advanced GIS Applications will enhance community engagement and strengthen the relationship between residents and the City.

Lead Department: Information Technology
Program: 237 GIS
Budget Impact:

Phase 1 and 2: $150,000
Phase 3: $30,000
Fund: General Fund
Estimated Completion: FY 2026-2027
SP # 39 - Strategic Planning Software
Procure and deploy cloud-based software platform to develop strategic plan in dynamic and engaging platform. Implement software among all departments and develop key performance indicators (KPI) and provide training to keep the platform up to date.

As the City continues its tradition of strategic planning, this initiative would showcase progress towards community goals in a transparent and accessible platform. This effort would demystify City functions and priorities and clearly show and signal future plans for maintenance and financial responsibility over time. A software could also help disseminate complex information in digestible formats and provide key performance indicators and measures for the community to review and understand.

Residents indicated a desire for improved budgeting and fiscal management and improved city planning (CSS, p.19). This initiative will enhance residents’ understanding of the City's budgeting, prioritization, planning, and execution of various initiatives throughout the community.

Lead Department: City Manager's Office
Program: 201 City Manager
Budget Impact:

Initial Deployment: $35,000
Ongoing Expenses: $20,000 annually
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 49 Goal B, Priority Area 3
Our connected city is informed, engaged, and technologically current.

Priority Area 3 - Technologically Current: Innovative technologies provide an efficient means for the public to remain engaged and access public information.

Goal B, Priority Area 3 - Technologically Current
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 50 Goal B, Priority Area 3, Strategy (A)
Our connected city is informed, engaged, and technologically current.

Priority Area 3 - Technologically Current: Innovative technologies provide an efficient means for the public to remain engaged and access public information.

Strategy (A) Enhance efficiencies and services through technology.

Initiatives B - 3(a)
SP # 40 - Develop a 5-Year Citywide Technology Master Plan Develop a Strategic Technology Software Framework (excluding GIS applications) that enhances interdepartmental collaboration, streamlines operations, and aligns with the city’s long-term goals.

A unified Citywide Technology Master Plan provides a clear strategic roadmap that aligns technology initiatives with community priorities, increases transparency, and delivers measurable value to constituents. It also reduces redundancy, cuts costs, and ensures departments are working together toward the City's long-term goals.

Lead Department: Information Technology
Program: 235 IT Operations
Budget Impact: $110,000
Fund: General Fund
Estimated Completion: FY 26/27
SP # 41 - Online Building Permit Application Access
Establish an online portal for building permit submissions.

This initiative will allow the public to submit directly to the City and reduce the traffic at the counter. Additional counter time would allow for more in-depth questions and complex projects.
55% of residents that responded found the importance of issuing building permits as either very or extremely important in the 2025 Community Satisfaction Survey (CSS, p. 28).
(Revision to 2023-2030 Strategic Plan Initiative SP #65 - Building Services Modernization) Lead Department: Community Development
Program: 511 Current Planning Services
Budget Impact: $60,000
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 51 Initiatives B - 3(a)
SP # 42 - Streamlining Business Startup
Support: Integration of Planning and Economic
Development
Aims to create a seamless experience for businesses starting or expanding in Lake Forest. Recognizing the challenges businesses face in navigating the current system—where Economic
Development oversees the City’s business registration form and Planning handles other startup processes— software tools can provide a centralized, user-friendly platform. This "one-stop shop" will offer clear guidance, resources, and support, ensuring businesses can easily access the information and services they need to thrive in Lake Forest.
55% of residents that responded found the importance of issuing building permits as either very or extremely important in the 2025 Community Satisfaction Survey (CSS, p. 28). Businesses provided responses indicating that fewer restrictions and regulations and a more business-friendly government could help improve the business climate (CSS, p. 20). Providing more resources and support was also one of the top ways to help businesses (CSS, p. 50).

By streamlining and modernizing the process, the City would create a more business-friendly environment that would assist businesses in navigating any existing restrictions and regulations as well as provide support and continue to improve City processes.

Lead Department: Economic Development
Program: 830 Economic Development
Budget Impact: $25,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
SP # 43 - Streamline Planning and Building
Division Pre-Application & Inquiry Process
Engage in online software that intuitively assists applicants in navigating various application requirements, providing a checklist, and other relevant information currently given by City and contracted staff.

The software would:

Provide project-specific guidance to applicants online and find answers to application questions without staff support.

Provide an online portal where residents can create an
account and view current and historical projects.

Provide a 24-hour virtual Building and Planning counter.

Be compatible with the current permitting software (EPL) 55% of residents that responded found the importance of issuing building permits as either very or extremely important in the 2025 Community Satisfaction Survey (CSS, p. 28).

By streamlining and modernizing the process, the City would create an improved environment for applicants to conduct their business with the City. The software would assist applicants in navigating any existing restrictions and regulations as well as provide support and continue to improve City processes.

Lead Department: Community Development
Program: 511 Current Planning Services
Budget Impact: $34,000 initial year, $24,000 per year ongoing Fund: General Fund
Estimated Completion: FY 26/27
SP # 44 - Expand Payment Options for Passport
and Notary Services
By extending payment options to include credit, debit and digital wallets as additional forms of payment, the City can move towards being more engaged and technologically current.

Lead Department: City Clerk
Program: 210 City Clerk
Budget Impact: Staff Resources
Fund: General Fund
Estimated Completion: FY 25/26
SP # 45 - Integrated Redaction Services
Utilizing subscription-based redaction software, redact and upload City permits to the Laserfiche public portal.

Lead Department: City Clerk
Program: 215 Records Management
Budget Impact: $3,000 per year
Fund: General Fund
Estimated Completion: FY 25/26
City of Lake Forest | 2025-2027 Operating Budget Page 52 Goal C
Our healthy city government is sustainable and well-run with committed people.

Stability in government operations signals a strong financial foundation, prudent planning and decision-making, and an environment where talented and committed people seek to work. Strategies and initiatives under this goal highlight the prioritization of financially sustainable practices and the importance of cultivating the City's workforce. Through its strategic planning and efforts to review polices and practices, Lake Forest consistently monitors the health of its operations, making adjustments as necessary to ensure a bright future.

Goal C Strategic Plan Initiatives Progress
Upcoming 10 (71.43%)
Complete 1 (7.14%)
Substantial Progress 1 (7.14%)
Started 1 (7.14%)
Preparing for Launch 1 (7.14%)
In Transition (0.00%)
City of Lake Forest | 2025-2027 Operating Budget Page 53 Goal C, Priority Area 1
Our healthy city government is sustainable and well-run with committed people.

Priority Area 1 - Sustainable: Responsible financial policies and prudent decisions provide short-term fiscal stability and long-term financial health.

Goal C, Priority Area 1 - Sustainable
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 54 Goal C, Priority Area 1, Strategy (A)
Our healthy city government is sustainable and well-run with committed people.

Priority Area 1 - Sustainable: Responsible financial policies and prudent decisions provide short-term fiscal stability and long-term financial health.

Strategy (A) Continue to implement Financial Management and Budgetary Policy to maintain the financial integrity of the City.

Goal C, Priority Area 1, Strategy (B)
Our healthy city government is sustainable and well-run with committed people.

Priority Area 1 - Sustainable: Responsible financial policies and prudent decisions provide short-term fiscal stability and long-term financial health.

Strategy (B) Operate according to policy on cost recovery.

Initiatives C - 1(b)
SP # 46 - Conduct a Comprehensive Fee Study and Cost Allocation Plan Phase 1: Conduct a thorough study and evaluate all city fees to make sure they accurately reflect the cost of services provided.

Phase 2: Review and adjust fees annually based on current financial conditions and the Consumer Price Index (CPI) to maintain alignment with service costs.

This makes services financially self-sustaining and aligns with public feedback from the 2025 Community Satisfaction Survey, which calls for improved budgeting and fiscal management (CSS, p. 19).

Lead Department: Finance
Program: 250 Treasury
Budget Impact: $75,000 (FY 25/26), $15,000 (FY 26/27)
Fund: General Fund
Estimated Completion: FY 27/28
Goal C, Priority Area 1, Strategy (C)
Our healthy city government is sustainable and well-run with committed people.

Priority Area 1 - Sustainable: Responsible financial policies and prudent decisions provide short-term fiscal stability and long-term financial health.

Strategy (C) Analyze major programs to identify potential cost savings and manage future costs.

City of Lake Forest | 2025-2027 Operating Budget Page 55 Initiatives C - 1(c)
SP # 47 - Review of Contract Services vs. In House Services Evaluate the current contract services model for certain key services provided by the City.

As the City transitions to a maintenance city, this effort would help assess existing cost centers and evaluate whether the current contract service model continues to provide the City with the best value and desired service levels.

This initiative would inform future strategic and financial planning and aligns with public feedback from the 2025 Community Satisfaction Survey, which calls for improved budgeting and fiscal management and improved city planning (CSS, p. 19).

Lead Department: City Manager's Office
Program: 201 City Manager
Budget Impact: Staff Resources
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 56 Goal C, Priority Area 2
Our healthy city government is sustainable and well-run with committed people.

Priority Area 2 - Well-run: Good governance and professional management supports the City's ability to serve the needs of the community.

Goal C, Priority Area 2 - Well-run
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 57 Goal C, Priority Area 2, Strategy (A)
Our healthy city government is sustainable and well-run with committed people.

Priority Area 2 - Well-run: Good governance and professional management supports the City's ability to serve the needs of the community.

Strategy (A) Continuously improve our effectiveness in procuring and managing financially sustainable contract services.

Initiatives C - 2(a)
SP # 48 - Procurement Framework Revamp
Review and refine existing procurement and contract management frameworks and guidelines to align with current best practices and enhance overall efficiency.

Phase 1: Review and align procurement frameworks and competencies outlined by the National Institute of Governmental Purchasing (NIGP) to ensure compliance and improve consistency.

Phase 2: Implement updated procurement and contracting frameworks, ensuring smooth integration and continued adherence to the NIGP competencies into the future.

Revamping existing finance frameworks helps the City adopt more effective practices, leading to improved budgeting, reduced waste, and better management of resources, ultimately resulting in more responsible use of taxpayer funds and enhanced financial stability.

The Polco National Employee Survey (NES) highlighted purchasing services at a 76% overall satisfaction among employees (NES p.17).

Addressing these internal issues will allow staff to focus on other areas that can enhance the city's operations.

Lead Department: Finance
Program: 255 Purchasing
Budget Impact: $75,000
Fund: General Fund
Estimated Completion: FY 27/28
SP # 49 - Animal Control Operational Review
Review current operational approach to animal control and maximize long-term cost efficiencies in accordance with the City’s transition to a “maintenance” community.

Animal control and related costs have a significant impact on the City’s budget. The City plans to maximize the customer service experience residents receive while also providing long-term financial stability for the service.

Lead Department: Management Services
Program: 311 Animal Regulation
Budget Impact: Staff Resources
Fund: General Fund
Estimated Completion: FY 25/26
City of Lake Forest | 2025-2027 Operating Budget Page 58 Goal C, Priority Area 2, Strategy (B)
Our healthy city government is sustainable and well-run with committed people.

Priority Area 2 - Well-run: Good governance and professional management supports the City's ability to serve the needs of the community.

Strategy (B) Implement modern workplace policies that cultivate an effective, efficient workforce.

Initiatives C - 2(b)
SP # 50 - Implement a Learning Management System (LMS)
Implement and integrate a Learning Management System platform to centralize employee required training.

By offering a centralized platform to manage employee training, employees will be able to go to one portal to access all required training. The system will centralize human resources tracking for compliance training.

While higher than the national benchmark in the Polco National Employee Survey (NES), 77% of Lake Forest employees rated human resources overall as excellent or good; 77% rated benefits administration as excellent or good, and 71% of employees rated training services as excellent or good (Polco NES, p. 16-17). This initiative would centralize training resources, policies, and other key resources and track employee completion of required items to ensure that Human Resources addresses employee concerns.

Lead Department: Human Resources
Program: 230 Human Resources
Budget Impact: $9,000 (one-time), $7,000 (ongoing, per year) Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 59 Goal C, Priority Area 3
Our healthy city government is sustainable and well-run with committed people.

Priority Area 3 - Committed People: Talented, ethical staff and contractors are vital assets to our organization and essential to effective and efficient City operations.

Strategy (A) Professionally develop and retain staff to match skills with organizational and community needs.

Goal C, Priority Area 3 - Committed People
Upcoming 1
Complete 1
Substantial Progress 1
Started 1
Preparing for Launch 1
In Transition 0
City of Lake Forest | 2025-2027 Operating Budget Page 60 Goal C, Priority Area 3, Strategy (A)
Our healthy city government is sustainable and well-run with committed people.

Priority Area 3 - Committed People: Talented, ethical staff and contractors are vital assets to our organization and essential to effective and efficient City operations.

Strategy (A) Professionally develop and retain staff to match skills with organizational and community needs.

Initiatives C - 3(a)
SP # 51 - Managers' Professional Development Group
Develop and implement a professional development group of Manager-level employees at the City led by the City Manager and the Assistant to the City Manager.

Based on the Polco National Employee Survey (NES), there is a greater desire for visible career opportunities and professional development among employees (NES, p.12). Specifically, 61% of employees stated that the City did an excellent or good job at providing opportunities to develop a career path, signaling that 39% of employees surveyed signaled that there could be improvements.

Employees wish to be competitive for new opportunities and desire to learn and apply managerial skillsets in their work.

Lead Department: City Manager's Office
Program: 201 City Manager
Budget Impact: $10,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
SP # 52 - Lead with Purpose: Employee Development and Engagement Provide full-time entry-level and mid-level city employees with the training, skills, and resources needed to support career growth through workshops, skill-building sessions, and other learning opportunities.

Although the City outperforms the national benchmark, the Polco National Employee Survey (NES) shows that 39% of employees feel there are no opportunities for career advancement within the City (NES, p. 12). This is a major concern for retaining talent and building a capable workforce. Employees wish to see opportunities for professional development and ensure they are ready for the challenges of the future (NES p.4).

Investing in employees’ professional growth demonstrates that the City values its workforce, which may result in higher employee engagement and morale. Employees who feel supported in their career development may be more likely to stay long-term, reducing turnover costs and preventing the loss of experienced, skilled workers.

Lead Department: Human Resources
Program: 230 Human Resources
Budget Impact: $15,000 per year
Fund: General Fund
Estimated Completion: FY 26/27
City of Lake Forest | 2025-2027 Operating Budget Page 61 Initiatives C - 3(a)
SP # 53 - Employee Newsletter
Create a monthly electronic Lake Forest Employee newsletter. The goal of this newsletter is to foster a stronger sense of connection between employees by sharing organizational news, opportunities, and light-heated personal news and updates.

Interdepartmental communication was identified as an area for improvement in the Part-time Employee Survey conducted by Management Services in 2025. Interdepartmental collaboration is a key driver identified through the Polco National Employee Survey (NES, p. 4).

Lead Department: Management Services
Program: 801 Communications and Marketing
Budget Impact: Staff Resources
Fund: General Fund
Estimated Completion: FY 25/26
Goal C, Priority Area 3, Strategy (B)
Our healthy city government is sustainable and well-run with committed people.

Priority Area 3 - Committed People: Talented, ethical staff and contractors are vital assets to our organization and essential to effective and efficient City operations.

Strategy (B) Continuously assess the optimal staffing levels required to provide in-demand services to residents and businesses.

City of Lake Forest | 2025-2027 Operating Budget Page 62

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/29/2025
DEPARTMENT: Public Works
SUBJECT:

DRAFT CAPITAL IMPROVEMENT PLAN FOR YEARS 2025-2032
RECOMMENDED ACTION(S):

Provide comment on the Draft Capital Improvement Projects Plan for years 2025- 2032.

EXECUTIVE SUMMARY:

This report presents the proposed Capital Improvement Plan (“CIP”) 2025-2032.

The CIP consists of 50 project line items totaling approximately $95,041,100 in improvements to the community over the next seven years. This CIP was developed in conjunction with the City’s strategic planning process, which included a review of the 2025 Community Satisfaction survey results. For the next two-year budget cycle, from Fiscal Year 2025-26 and Fiscal Year 2026-27, there are 44 proposed projects totaling approximately $38,136,100 in infrastructure investment. These projects include one environmental project, six facilities projects, seventeen park improvement projects, twelve street projects, and eight traffic projects. This is in addition to the current projects that were previously approved by City Council in the Fiscal Year 2023-30 CIP. The Fiscal Year 2025-2034 CIP will be presented to City Council on June 3, 2025, for final consideration.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Draft Capital Improvement Plan 2025-2032
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

ATTACHMENT
Fiscal Year of Funding
Project Class and
Number Public Works Project # Category Description Funding Source FY 2025-26 FY 2026-27 E01 25E01 Environmental Aliso Creek Drainage Repairs General Fund $ 30,000 $ 300,000 F01 26F01 Facilities Slurry Seal Civic Center General Fund $ 200,000 $ -F02 26F02 Facilities Civic Center Painting General Fund $ 950,000 $ -F03 26F03 Facilities Civic Center Fountain Repairs General Fund $ 120,000 $ -F04 26F04 Facilities Lake Forest Sports Park HVAC Replacement General Fund $ 600,000 $ -F05 26F05 Facilities Lake Forest Sports Park Roof Repairs General Fund $ 165,000 $ - F06 27F06 Facilities Etnies Skate Park Building Improvement Project General Fund $ 100,000 $ 1,100,000 P01 26P01/27P01 Parks Park Concrete Trail Repairs General Fund $ 100,000 $ 100,000P02 26P02 Parks Nature Park Trail Connection to Meadows & County Trails General Fund $ 50,000 $ - P03 24P03 Parks Etnies Skate Park Improvement Project General Fund $ 100,000 $ 1,100,000 P04 26P04 Parks Lodge Pole & Metal Fence Repairs General Fund $ 325,000 $ - P05 26P05 Parks Energy Efficient LED Lighting Projects - Etnies Skate Park General Fund $ 175,000 $ - P06 25P06 Parks Neighborhood Park Renovations - Nature Park and Lake Forest Park Neighborhood Park Improvement Reserve Fund $ 360,000 $ - P07 26P07 Parks Lake Forest Sports Park Windscreens, Soccer Netting and Background General Fund $ 250,000 $ - P08 25P08 Parks Neighborhood Park Renovations - Cavanaugh Park Neighborhood Park Improvement Reserve Fund $ 250,000 $ 1,000,000 P09 27P09 Parks Slope Landscaping Removal and Replanting Project - Heroes Park General Fund $ - $ 500,000 P10 24P10 Parks Neighborhood Park Renovations - Peachwood Park Neighborhood Park Improvement Reserve Fund $ 230,000 $ - P13 24P07 Parks TRUE General Fund $ 200,000 $ - P15 24P05 Parks Pickleball Analysis and Court Installation Project General Fund $ 420,000 $ - P16 24P01 Parks Lake Forest Sports Park Renovations General Fund $ 300,000 $ - P17 24P04 Parks TRUE Park Development Fund $ 320,000 $ - P18 25P01 Parks Normandale Open Space Area Renovations General Fund $ 365,000 $ - P19 25P14 Parks Citywide Park Restroom Painting and Renovations Project General Fund $ 150,000 $ - S01 26S01A Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1A Gas Tax Road Maintenance and Rehabilitation Account Fund 2,375,000 $ - $ S01 26S01A Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1A Solid Waste Pavement Impact Fund $ - 475,000 $S01 26S01B Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1B Measure M2 Local Fairshare $ 2,100,000 $ -S01 26S01B Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1B Gas Tax Road Maintenance and Rehabilitation Account Fund 650,000 $ - $S01 26S01B Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1B City Road Infrastructure Fund $ 3,100,000 $ -S01 27S01C Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1C Measure M2 Local Fairshare $ 175,000 - $ S01 27S01C Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1C Gas Tax Road Maintenance and Rehabilitation Account Fund $ 2,200,000 - $ S01 27S01C Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1C Solid Waste Pavement Impact Fund $ 475,000 - $ S01 27S01D Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1D Measure M2 Local Fairshare $ 1,926,000 - $ S01 27S01D Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1D City Road Infrastructure Fund $ 1,640,000 - $ S01 27S01D Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1D General Fund $ 2,284,000 - $ S02 26S02 Streets CDBG - ADA Ramps Phase 15 Community Development Block Grant Fund (CDBG) $ 230,000 $ - S03 26S03/27S03 Streets City Street Sidewalk Repairs General Fund $ 150,000 $ 150,000S04 26S04 Streets Southwest Lake Forest Crosswalk Enhancement General Fund $ 300,000 $ -S05 27S05 Streets Rockfield Median at El Toro Road General Fund $ - $ 50,000 S06 26S06 Streets Lake Forest Branding Entry Way Monuments General Fund $ 150,000 $ 550,000 S09 22S05 Streets El Toro Raised Medians from Jeronimo to Trabuco Foothill Circulation Phasing Plan Capital Projects Fund (FCPP) 940,000 $ - $S10 24S09 Streets Arterial Median Improvement Project General Fund $ 250,000 $ - T01 26T01 Traffic CDBG - Audible Pedestrian Signals - Phase 5 & 6 Community Development Block Grant Fund (CDBG) $ 50,000 $ 180,000T02 27T02 Traffic Lake Forest Dr-Ave De Carlota - I-5 Offramp Lake Forest Traffic Mitigation Fund (LFTM) $ 100,000 - $ T03 26T03 Traffic Alton Pkwy Irvine Blvd Intersection Improvements Lake Forest Traffic Mitigation Fund (LFTM) $ 676,100 $ - T11 25T03 Traffic Bake Parkway and Rockfield Traffic Signal Synchronization Program South Coast Air Quality Management District Fund (SCAQMD) 370,000 $ - $ 2025-2027 Capital Project Plan - Expenditures

Page 1 of 116 ends

Fiscal Year of Funding
Project Class and
Number Public Works Project # Category Description Funding Source FY 2025-26 FY 2026-27 2025-2027 Capital Project Plan - Expenditures
T12 24T08 Traffic Second left-turn Lanes in All Directions at the Intersection of Los Alisos and Muirlands
Foothill Circulation Phasing Plan Capital Projects Fund (FCPP) 3,300,000 $ - $ T13 24T09 Traffic Meadows Traffic Improvements: Bake / Toledo Meadows Traffic Improvement Program Fund (MTIP) $ 2,180,000 $ -T14 22T03 Traffic Bake Pwky/Jeronimo Widening Improvements Lake Forest Traffic Mitigation Fund (LFTM) $ 150,000 $ 695,000 T15 22T07 Traffic Widening/Realignment of Jeronimo at El To9ro Rd Foothill Circulation Phasing Plan Capital Projects Fund (FCPP) 405,000 $ - $ 14,525,000 23,611,100

Page 2 of 116 ends

Fiscal Year of Funding
Project Class and
Number Public Works Project # Category Description Funding Source FY 2025-26 FY 2026-27 2025-2027 Capital Project Plan - Expenditures
Fiscal Year of Funding
FY 2025-26 FY 2026-27
Funding Needs: Capital Project Expenditures $ 23,611,100 $ 14,525,000 Funding Sources:General Fund $ 5,450,000 $ 6,134,000
City Road Infrastructure Fund $ 3,100,000 $ 1,640,000Neighborhood Park Improvement Reserve Fund $ 840,000 $ 1,000,000Gas Tax Fund (HUTA) $ - $ - Gas Tax Road Maintenance and Rehabilitation Account Fund (RMRA SB1) $ 3,025,000 $ 2,200,000 Measure M2 Local Fairshare $ 2,100,000 $ 2,101,000South Coast Air Quality Management District Fund (SCAQMD) $ 370,000 $ - Community Development Block Grant Fund (CDBG) $ 280,000 $ 180,000 Park Development Capital Projects Fund $ - $ -Opportunity Study Area Capital Projects Fund $ - $ -Lake Forest Traffic Mitigation Fund (LFTM) $ 826,100 $ 795,000Foothill Circulation Phasing Plan Capital Projects Fund (FCPP) $ 4,645,000 $ - M2 CTFP Competitive Grant Funds $ - $ -Meadows Traffic Improvement Program Fund (MTIP) $ 2,180,000 $ -Park Development Fund $ 320,000 $ - Lake Forest Traffic Mitigation Fund (NITM Reimbursement Irvine) $ - $ -Solid Waste Pavement Impact Fund $ 475,000 $ 475,000 Unfunded $ - $ -
TOTAL $ 23,611,100 $ 14,525,000
$ -
Two-Year Capital Project Plan - Funding Sources

Page 3 of 116 ends

Project Class and
Number Public Works Project # Category Description Funding Source FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 E01 25E01 Environmental Aliso Creek Drainage Repairs General Fund $ - $ - $ - $ - $ - F01 26F01 Facilities Slurry Seal Civic Center General Fund $ - $ - $ - $ - $ -F02 26F02 Facilities Civic Center Painting General Fund $ - $ - $ - $ - $ -F03 26F03 Facilities Civic Center Fountain Repairs General Fund $ - $ - $ - $ - $ -F04 26F04 Facilities Lake Forest Sports Park HVAC Replacement General Fund $ - $ - $ - $ - $ -F05 26F05 Facilities Lake Forest Sports Park Roof Repairs General Fund $ - $ - $ - $ - $ -F06 27F06 Facilities Etnies Skate Park Building Improvement Project General Fund $ - 1,100,000 $ $ - $ - $ - F07 28F07 Facilities Civic Center Carpet Replacement General Fund $ - 165,000 $ $ - $ - $ -F08 28F08 Facilities Civic Center Permeable Pavement Repairs General Fund $ - 200,000 $ $ - $ - $ - P01 26P01/27P01 Parks Park Concrete Trail Repairs General Fund $ 100,000 100,000 $ 100,000 $ 100,000 $ 100,000 $ P02 26P02 Parks Nature Park Trail Connection to Meadows & County Trails General Fund $ 300,000 50,000 $ - $ $ - $ - P03 24P03 Parks Etnies Skate Park Improvement Project General Fund $ - 1,100,000 $ $ - $ - $ -P04 26P04 Parks Lodge Pole & Metal Fence Repairs General Fund $ - $ - $ - $ - $ -P05 26P05 Parks Energy Efficient LED Lighting Projects - Etnies Skate Park General Fund $ - $ - $ - $ - $ -P06 25P06 Parks Neighborhood Park Renovations - Nature Park and Lake Forest Park Neighborhood Park Improvement Reserve Fund $ - $ - $ - $ - $ -P07 26P07 Parks Lake Forest Sports Park Windscreens, Soccer Netting and Background General Fund $ - $ - $ - $ - $ -P08 25P08 Parks Neighborhood Park Renovations - Cavanaugh Park Neighborhood Park Improvement Reserve Fund $ - $ - $ - $ - $ -P09 27P09 Parks Slope Landscaping Removal and Replanting Project - Heroes Park General Fund $ - $ - $ - $ - $ -P10 24P10 Parks Neighborhood Park Renovations - Peachwood Park Neighborhood Park Improvement Reserve Fund $ - $ - 170,000 $ $ - $ -P11 28P11 Parks El Toro Parkway Non Functional Turf Removal Project Phase 2 General Fund $ - 690,000 $ $ - $ - $ -P12 28P12 Parks Energy Efficient LED Lighting Projects - Sports Park General Fund $ 2,550,000 $ - $ - $ - $ - P13 24P07 Parks Neighborhood Park Renovations - Vintage Park General Fund $ - $ - $ - $ - $ - P15 24P05 Parks Pickleball Analysis and Court Installation Project General Fund $ - $ - $ - $ - $ -P16 24P01 Parks Lake Forest Sports Park Renovations General Fund $ - $ - $ - $ - $ -P17 24P04 Parks Foothill Ranch Box Lacrosse Installation Project Park Development Fund $ - $ - $ - $ - $ - P18 25P01 Parks Normandale Open Space Area Renovations General Fund $ - $ - $ - $ - $ - P19 25P14 Parks Citywide Park Restroom Painting and Renovations Project General Fund $ - $ - $ - $ - $ - S01 26S01A Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1A Measure M2 Local Fairshare $ - $ - $ - $ - $ - S01 26S01A Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1A Gas Tax Road Maintenance and Rehabilitation Account Fu $ 2,375,000 2,375,000 $ 2,375,000 $ S01 26S01A Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1A City Road Infrastructure Fund $ - $ - $ - $ - $ - S01 26S01A Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1A Solid Waste Pavement Impact Fund $ - 475,000 $ 475,000 $ $ 475,000 - $ S01 26S01B Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1B Measure M2 Local Fairshare $ - 2,100,000 $ 2,100,000 $ $ 2,100,000 - $ S01 26S01B Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1B Gas Tax Road Maintenance and Rehabilitation Account Fu $ - $ - $ - $ - $ - S01 26S01B Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1B City Road Infrastructure Fund $ - $ - $ - $ - $ -S01 26S01B Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1B General Fund $ - 3,750,000 $ 3,750,000 $ $ 3,750,000 - $ S01 27S01C Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1C Measure M2 Local Fairshare $ - $ 175,000 $ - $ 175,000 $ - S01 27S01C Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1C Gas Tax Road Maintenance and Rehabilitation Account Fu $ - $ 2,200,000 $ - $ 2,200,000 $ -S01 27S01C Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1C City Road Infrastructure Fund $ - $ - $ - $ - $ -S01 27S01C Streets Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1C Solid Waste Pavement Impact Fund $ - $ 475,000 $ - $ 475,000 $ -S01 27S01D Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1D Measure M2 Local Fairshare $ - $ 1,926,000 $ - $ 2,100,000 $ -S01 27S01D Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1D Gas Tax Road Maintenance and Rehabilitation Account Fu $ - $ - $ - $ - $ -S01 27S01D Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1D City Road Infrastructure Fund $ - $ 1,640,000 $ - $ - $ -S01 27S01D Streets Slurry Seal and Street Resurfacing - Street Resurfacing Project 1D General Fund $ - $ 2,284,000 $ - $ 3,750,000 $ -S02 26S02 Streets CDBG - ADA Ramps Phase 15 Community Development Block Grant Fund (CDBG) $ - 230,000 $ 230,000 $ $ 230,000 - $ S03 26S03/27S03 Streets City Street Sidewalk Repairs General Fund $ 150,000 150,000 $ 150,000 $ 150,000 $ 150,000 $ S04 26S04 Streets Southwest Lake Forest Crosswalk Enhancement General Fund $ - $ - $ - $ - $ -S05 27S05 Streets Rockfield Median at El Toro Road General Fund $ - 400,000 $ $ - $ - $ -S06 26S06 Streets Lake Forest Branding Entry Way Monuments General Fund $ - $ - $ - $ - $ -S07 28S07 Streets Santa Margarita Parkway Lighting General Fund $ 20,000 $ 200,000 $ - $ - $ -S08 28S08 Streets Bridge Inspection Repairs UNFUNDED $ 200,000 200,000 $ 200,000 $ 200,000 $ 200,000 $ T01 26T01 Traffic CDBG - Audible Pedestrian Signals - Phase 5 & 6 Community Development Block Grant Fund (CDBG) $ 180,000 - $ $ 180,000 - $ $ - T02 27T02 Traffic Lake Forest Dr-Ave De Carlota - I-5 Offramp Lake Forest Traffic Mitigation Fund (LFTM) $ - $ - $ - $ - $ -T03 26T03 Traffic Alton Pkwy Irvine Blvd Intersection Improvements Lake Forest Traffic Mitigation Fund (LFTM) $ - $ - $ - $ - $ -T04 28T04 Traffic Lake Forest & Rockfield Signal (LFTM) Lake Forest Traffic Mitigation Fund (LFTM) $ - 60,000 $ $ - $ - $ -T05 28T05 Traffic Protective Permissive Left Turn Project Unfunded $ 425,000 $ - $ 425,000 $ - $ - T06 28T06 Traffic Live Oak Traffic Signal General Fund $ 100,000 $ 800,000 $ - $ - $ - T07 28T07 Traffic Ridge Route TSSP Unfunded $ 500,000 - $ $ - $ - $ - 2027-2032 Proposed Capital Project Plan - Expenditures
Fiscal Year of Funding

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T08 30T08 Traffic Jeronimo TSSP Unfunded - $ - $ 250,000 $ - $ - $ T09 31T09 Traffic El Toro TSSP Unfunded - $ - $ - $ 400,000 $ - $ T10 31T10 Traffic Active Transportation Plan General Fund - $ - $ - $ 200,000 $ - $ 11,130,000 16,240,000 10,225,000 9,930,000 9,380,000

Page 5 of 116 ends

56,905,000 38,136,100
FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32
Funding Needs: Capital Project Expenditures $ 11,130,000 16,240,000 $ 10,225,000 $ 9,930,000 $ 9,380,000 $ Funding Sources:General Fund $ 3,834,000 10,375,000 $ 4,000,000 $ 4,200,000 $ 4,000,000 $ Infrastructure Reserve Fund $ - $ - $ - $ - $ - Neighborhood Park Improvement Reserve Fund $ - $ - 170,000 $ $ - $ -Gas Tax Fund (HUTA) $ - $ - $ - $ - $ -Gas Tax Road Maintenance and Rehabilitation Account Fund (RMRA SB1) $ 2,375,000 $ 2,200,000 $ 2,375,000 $ 2,200,000 $ 2,375,000Measure M2 Local Fairshare $ 2,100,000 $ 2,101,000 $ 2,100,000 $ 2,275,000 $ 2,100,000South Coast Air Quality Management District Fund (SCAQMD) $ - $ - $ - $ - $ -Community Development Block Grant Fund (CDBG) $ 230,000 $ 180,000 $ 230,000 $ 180,000 $ 230,000Park Development Capital Projects Fund $ - $ - $ - $ - $ -Opportunity Study Area Capital Projects Fund $ - $ - $ - $ - $ -Lake Forest Traffic Mitigation Fund (LFTM) $ 60,000 $ - $ - $ - $ -Foothill Circulation Phasing Plan Capital Projects Fund (FCPP) $ - $ - $ - $ - $ -M2 CTFP Competitive Grant Funds $ - $ - $ - $ - $ -Meadows Traffic Improvement Program Fund (MTIP) $ - $ - $ - $ - $ - Park Development Fund - (Prop 68 Grant Funding) $ - $ - $ - $ - $ -Lake Forest Traffic Mitigation Fund (NITM Reimbursement Irvine) $ - $ - $ - $ - $ -City Road Infrastructure Fund $ 1,640,000 - $ $ - $ - $ -Solid Waste Pavement Impact Fund $ 475,000 $ 475,000 $ 475,000 $ 475,000 $ 475,000 Unfunded $ 625,000 $ 700,000 $ 875,000 $ 600,000 $ 200,000 TOTAL $ 16,240,000 $ 11,130,000 $ 10,225,000 $ 9,930,000 $ 9,380,000 2027-2032 Proposed Capital Project Plan - Funding Sources Fiscal Year of Funding

Page 6 of 116 ends

Asset Management Condition: 5 - Poor/Failed
PROJECT DESCRIPTION:

Drainage repairs at various locations along Aliso Creek. The first location is a storm drain pipe on the southside of El Toro Road opposite Northcrest flowing into Aliso Creek. The second location is slope repairs along the Aliso Creek access road east of Trabuco Road.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventative maintenance and/or rehabilitation, which would reduce annual maintenance costs for erosion control.

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

Strategic Plan Priority Area: 2. Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods
Strategic Plan Strategy: a) Proactively enhance the visual character of the City and plan for maintenance of all City assets.

CATEGORY: Environmental
PURPOSE:

Strategic Plan Initiative: N/A
PROJECT NUMBER: 25E01
PROJECT NAME: Aliso Creek Drainage Repairs
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
Project Locations Project Location

Page 7 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 30,000
Const. Support $ 15,000
Construction $ 270,000
Miscellaneous
Contingency $ 15,000
Total Estimate $ 30,000 $ 300,000 -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 30,000 $ 300,000 $ - $ - $ -
Total Revenue $ 30,000 $ 300,000 -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 30,000
Const. Support $ 15,000
Construction $ 270,000
Miscellaneous $ -
Contingency $ 15,000
Total Estimate -$ -$ 330,000 $
FY FY
2030/31 2031/32
General Fund $ - $ - $ 330,000
$ -
$ -
Total Revenue -$ -$ 330,000 $
Funding Source TOTAL
Funding Source

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING

Page 8 of 116 ends

PROJECT NUMBER: 26F01
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Facilities Improvements
PROJECT NAME: Slurry Seal Civic Center
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

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

PROJECT DESCRIPTION:

This project provides slurry seal for Civic Center Campus parking lots. Slurry Seal is designed to avoid expensive deferred maintenance. Maintaining a "Good" Pavement Condition Index, helps to sustain the quality of the pavement in the City and extend the useful life.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs over the life of the pavement by an estimated average of 30% (Source: American Public Works Association). Recurring slurry seal also reduces risk management costs. Parking Lot Slurry sealing should occur every 7 to 10 years.

Asset Management Condition: 4 - Fair , Slurry Seal Recommended for preventative maintenance Project Location

Page 9 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 15,000
Construction $ 170,000
Miscellaneous
Contingency $ 15,000
Total Estimate $ 200,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 200,000 -$ -$ $ - $ -
Total Revenue $ 200,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 15,000
Construction $ 170,000
Miscellaneous $ -
Contingency $ 15,000
Total Estimate -$ -$ 200,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 200,000 $
-$
-$
-$
Total Revenue -$ -$ 200,000 $

PRIOR YEAR FUNDING
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

Page 10 of 116 ends

Strategic Plan Priority Area: 2. Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods
Strategic Plan Strategy: b) Consistently invest in the City facilities system.

PROJECT DESCRIPTION:

The Lake Forest Civic Center is now 6 years old and all exterior painted surfaces show signs of wear and adhesive failures from the constant exposure to the sun. This project will repaint all the building trim and ceilings for each building at the Civic Center. Fading and surface flaws are readily visible and ferrous materials exposed to moisture show evidence of oxidation. The repainting of the structures will prevent future damage to the wood siding, which will require repair costs in the future if not addressed soon.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs for repairs to wood trim and improve the structural integrity of the Civic Center buildings. Facility Repainting should occur every 7 years.

Asset Management Condition: 4 - Fair, Repainting recommended for preventative maintenance PURPOSE: This project would extend the life of City facilities and prevent premature damage to the wood trim and vaulted ceilings.

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26F02
RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Facilities Improvements
PROJECT NAME: Civic Center Painting
Project Location

Page 11 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 860,000
Miscellaneous
Contingency $ 90,000
Total Estimate $ 950,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 950,000 -$ -$ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue $ 950,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 860,000
Miscellaneous $ -
Contingency $ 90,000
Total Estimate -$ -$ 950,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 950,000 $
-$
-$
-$
Total Revenue -$ -$ 950,000 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING

Page 12 of 116 ends

PROJECT NAME: Civic Center Fountain Repairs
PROJECT DESCRIPTION:

This project will fix unidentified leaks near the fountains where water escapes and erodes beneath the pavers in the Civic Center courtyard. The leaking water causes insufficient water flow to the fountains and causes premature wear of fixture components and both water circulation pumps to fail. The bromide chemical dispenser does not operate correctly and water circulation is conducted by the system's filter backwash pump. The improvements include the re-wiring of the electrical panel, modification of the bromide chemical dispenser and addition of an above ground circulation pump capable of 400-500 gallons an hour. The water containment basin will be re-sealed and all penetrations will be sealed or fitted with gaskets. All stone surfaces will be bead blasted to remove phosphorescence deposits.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Priority Area: 2. Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods Strategic Plan Strategy: b) Consistently invest in the City facilities system.

Asset Management Condition: 5 - Poor/Failed Recommend repairs to pump system due to pump failure PURPOSE: This project would repair leaks in the fountain located in the middle of the Civic Center buildings.

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26F03
RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Facilities Improvements
Project Location

Page 13 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support 10,000 $
Construction 100,000 $
Miscellaneous
Contingency 10,000 $
Total Estimate 120,000 $ - $ - $ - $ - $

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund 120,000 $ - $ - $ - $ - $
$ - - $ - $ - $ - $
Total Revenue 120,000 $ - $ - $ - $ - $
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 10,000
Construction $ 100,000
Miscellaneous $ -
Contingency $ 10,000
Total Estimate - $ - $ 120,000 $
FY FY
2030/31 2031/32
General Fund - $ - $ 120,000 $
$ -
$ -
$ -
Total Revenue - $ - $ 120,000 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING

Page 14 of 116 ends

PROJECT NAME: Lake Forest Sports Park HVAC Replacement
PROJECT DESCRIPTION:

This project replaces the original HVAC system at the Lake Forest Sports Park. The HVAC system operates the cooling and heating for all rooms of the Sports Park building. The gymnasium and dance room wood floors require constant air to avoid damaging the wood, thus requiring the HVAC system never shut down. The HVAC system has exhausted its lifespan and has required extensive maintenance repairs to maintain operation. This project includes the replacement of all package units assembled on the roofs of the recreation building. The installation of the new equipment would assist in reducing the amount of service calls and provide the sports park with uninterrupted and dependable cooling and heating services.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Strategy: b) Consistently invest in the City facilities system.

Asset Management Condition: 5 - Failed/Poor - Recommend Replacement of All Rooftop HVAC Units PURPOSE: This project would extend the life of City facilities and prevent untimely interruption of HVAC services.

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26F04
RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Facilities Improvements
Project
Location

Page 15 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design 50,000 $
Const. Support
Construction 500,000 $
Miscellaneous
Contingency 50,000 $
Total Estimate 600,000 $ - $ - $ - $ - $

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund 600,000 $ - $ - $ - $ - $
$ - - $ - $ - $ - $
Total Revenue 600,000 $ - $ - $ - $ - $
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 50,000
Const. Support $ -
Construction $ 500,000
Miscellaneous $ -
Contingency $ 50,000
Total Estimate - $ - $ 600,000 $
FY FY
2030/31 2031/32
General Fund - $ - $ 600,000 $
$ -
$ -
$ -
Total Revenue - $ - $ 600,000 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING

Page 16 of 116 ends

Strategic Plan Strategy: Consistently invest in the City Park system.

PROJECT DESCRIPTION:

The Lake Forest Sports Park is over 10 years old and several areas of the roof are leaking and require repairs. The leaking roof is causing damage to the interior of the Community Building. Sports Park staff are routinely removing water after rain events. This project will inspect the roof of the Sports Park and make repairs to locations identified as leaking.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Asset Management Condition: 4 - Fair, Recommend Inspection & Repair PROJECT NUMBER: 26F05
PROJECT NAME: Lake Forest Sports Park Roof Repairs
RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area:

CATEGORY: Park Improvements
PURPOSE: This project would repair several locations of the Sports Park roof that leak and cause damage inside the Community Building.

Strategic Plan Initiative: N/A
Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods.

Project Location

Page 17 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 150,000
Miscellaneous
Contingency $ 15,000
Total Estimate $ 165,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 165,000 -$ -$ $ - $ -
Total Revenue $ 165,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 150,000
Miscellaneous $ -
Contingency $ 15,000
Total Estimate -$ -$ 165,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ $ 165,000
$ -
$ -
Total Revenue -$ -$ 165,000 $
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING

Page 18 of 116 ends

PROJECT NUMBER: 27F06
PROJECT NAME: Etnies Skate Park Building Improvement Project RESPONSIBLE DEPARTMENT: Community Services (Outreach) / Public Works (Design & Construction) CATEGORY: Facilities Improvements
PURPOSE:

Strategic Plan Initiative: SP #25A
Asset Management Condition: 4 - Fair - Renovation of Building Recommended Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 2. Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods
Strategic Plan Strategy: b) Consistently invest in the City facilities system.

PROJECT DESCRIPTION:

The Etnies Skatepark Building Improvement Project will renovate the existing building facilities. The building improvements would include renovating the back office, build out of the pro shop/snack bar, installation of a HVAC unit, adding a small kitchen/break room area, additional storage and installation fo climate controlled enclosures for the IT infrastructure.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Project Location

Page 19 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 100,000
Const. Support $ 100,000 $ 100,000
Construction $ 900,000 $ 900,000
Miscellaneous $ 100,000 $ 100,000
Contingency
Total Estimate $ 100,000 $ 1,100,000 $ 1,100,000 $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 100,000 $ 1,100,000 $ 1,100,000 $ - $ -
Total Revenue $ 100,000 $ 1,100,000 $ 1,100,000 $ - $ - FY FY
2030/31 2031/32
Acquisition R/W -$
Pre-Design -$
Design $ 100,000
Const. Support $ 200,000
Construction $ 1,800,000
Miscellaneous $ 200,000
Contingency -$
Total Estimate -$ -$ 2,300,000 $
FY FY
2030/31 2031/32
General Fund $ - $ -
$ 2,300,000
$ -
$ -
Total Revenue -$ -$ 2,300,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL

Page 20 of 116 ends

PROJECT NUMBER/NAME: 28F07
PROJECT NAME: Civic Center Carpet Replacement
RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Facilities Improvements
PURPOSE: This project would extend the life of City facilities and prevent premature carpet tears.

Strategic Plan Initiative: N/A
Asset Management Condition: 4 - Fair - Recommend Replacement in FY27/28 Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 2. Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods
Strategic Plan Strategy: b) Consistently invest in the City facilities system.

PROJECT DESCRIPTION:

This project will replace the carpet in the Community Center and City Council Chambers. The carpet is used extensively for special events and monthly meetings. The carpet is showing signs of wear and tear. The carpet will require repairs and replacement to avoid tripping hazards and improve the aesthetics of the facility.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Project Location
21 of 116 F7 - Civic Center Carpet

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund -$ -$ 165,000 $ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue -$ -$ 165,000 $ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 150,000
Miscellaneous $ -
Contingency $ 15,000
Total Estimate -$ -$ 165,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 165,000 $
-$
-$
-$
Total Revenue -$ -$ 165,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
22 of 116 F7 - Civic Center Carpet
PROJECT NUMBER: 28F08
PROJECT NAME: Civic Center Permeable Pavement Repairs
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Facilities Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Asset Management Condition: 4 - Fair, Recommend Replacement in FY27/28 Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

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

PROJECT DESCRIPTION:

This project provides repairs to the permeable pavement in the Civic Center Campus parking lots.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Project Location
23 of 116 F8 - Permeable Pavement

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund -$ -$ 200,000 $ $ - $ -
Total Revenue -$ -$ 200,000 $ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 15,000
Construction $ 170,000
Miscellaneous $ -
Contingency $ 15,000
Total Estimate -$ -$ 200,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 200,000 $
-$
-$
-$
Total Revenue -$ -$ 200,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
24 of 116 F8 - Permeable Pavement
PROJECT NAME: Park Concrete Trail Repairs
PROJECT DESCRIPTION:

This project repairs park trails that have lifted or have been temporarily repaired with asphalt. The project serves to reduce trip and fall claims and improves safety for pedestrians. The project was formally in the operations budget, however with increased costs in construction materials the project has been moved into the Capital Improvement Program. The project has successfully reduced annual claims received by the City.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Strategy: b) Consistently invest in the City park system.

Asset Management Condition: Varies - Multiple Parks - Inspect and Repair concrete trails PURPOSE: This project would reduce trip hazards and improve public safety on public trails.

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26P01/27P01
RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Park Improvements
25 of 116 P1 - Park Trail Repairs

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 Miscellaneous
Contingency
Total Estimate $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 -$ -$ -$ $ - $ -
Total Revenue $ 100,000 $ 100,000 $ 100,000 $ 100,000 $ 100,000 FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 100,000 $ 100,000 $ 700,000
Miscellaneous $ -
Contingency $ -
Total Estimate $ 100,000 $ 100,000 $ 700,000
FY FY
2030/31 2031/32
General Fund $ 100,000 $ 100,000 $ 700,000
-$
-$
-$
Total Revenue $ 100,000 $ 100,000 $ 700,000
Funding Source TOTAL
$50,000 Annually

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
26 of 116 P1 - Park Trail Repairs
PROJECT NUMBER: 26P02
PROJECT NAME: Nature Park Trail Connection to Meadows & County Trails RESPONSIBLE DEPARTMENT: Planning (Preliminary Planning) / Public Works (Design & Construction) CATEGORY: Park & Recreation Improvements
PURPOSE: This project would provide additional recreational area for Lake Forest residents.

Strategic Plan Initiative: SP# 9
Asset Management Condition: New Project/Assets to be added to database Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT DESCRIPTION:

This project will connect Nature Park to the Meadows Development & County trails. A preliminary design is currently being developed by Public Works. The proposed alignment will require an easement or right-of-way acquisition at the easterly end of the proposed trail. Public Works would coordinate the right-of-way acquisition and preparation of design documents. Construction is anticipated in FY28/29 after the completion of the right-of-way acquisition.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Project
Locations Location

Page 27 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W $ 50,000
Pre-Design
Design $ 50,000
Const. Support $ 25,000
Construction $ 250,000
Miscellaneous
Contingency $ 25,000
Total Estimate $ 50,000 -$ 50,000 $ $ 300,000 $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 50,000 -$ 50,000 $ $ 300,000 $ -
Total Revenue $ 50,000 -$ 50,000 $ $ 300,000 $ -
FY FY
2030/31 2031/32
Acquisition R/W $ 50,000
Pre-Design $ -
Design $ 50,000
Const. Support $ 25,000
Construction $ 250,000
Miscellaneous $ -
Contingency $ 25,000
Total Estimate -$ -$ 400,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ $ 400,000
$ -
$ -
Total Revenue -$ -$ 400,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
$80,000 - Operating Budget - Feasability Study for Trail Connection

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL

Page 28 of 116 ends

Asset Management Condition: N/A - Updates to Skatable Areas to make all-wheel usable PROJECT DESCRIPTION:

The Etnies Skatepark Improvement Project will renovate the skateable areas and landscaping around the park.

Improvements would include concrete repairs, additional shade structures, and resurfacing/remodel of the skateable terrain.

The existing turf viewing areas at the east side of the park will be improved to accommodate more viewing areas, interaction with families and guests, and special events. In addition, the project would look at the feasibility of installing a pump track in the area between Etnies and the SR-241 Toll road.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs.

The project will also upgrade features to reduce injures and align with current skating designs.

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

CATEGORY: Facilities Improvements
PURPOSE:

Strategic Plan Initiative: SP#25A
PROJECT NUMBER: 24P03
PROJECT NAME: Etnies Skate Park Improvement Project
RESPONSIBLE DEPARTMENT: Community Services (Outreach) / Public Works (Design & Construction) Project Location

Page 29 of 116 ends

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING

Page 30 of 116 ends

PROJECT NAME: Lodge Pole & Metal Fence Repairs
PROJECT DESCRIPTION:

This project will replaces metal and wooden fencing at Borrego Overlook and the Sports Park and install new lodgepole fencing in Heroes Park. All parks have extensive use by park visitors. The fencing provides protection to park visitors that may inadvertently fall down steep slopes. The fencing also provides direction for visitors that may otherwise use short cuts that could damage public property and risk a public safety concern. The fencing material has either broken or is in disrepair and requires replacement to reduce public safety concerns. This project will install or replace both wood and metal fencing at each park. New fencing will be installed at Heroes Park to help prevent damage to the landscaping.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Priority Area: Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods.

Strategic Plan Strategy: Consistently invest in the City Park system.

Asset Management Condition: 4 - Fair / 5 - Poor/Failed - Recommend Replacement of Fencing PURPOSE: This project would replaces broken wooden and metal fencing and extends the life of the safety barriers.

Strategic Plan Initiative: N/A
Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26P04
RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Park Improvements
31 of 116 P4 - Lodge Pole and Metal Fence

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 15,000
Const. Support
Construction $ 290,000
Miscellaneous
Contingency $ 20,000
Total Estimate $ 325,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 325,000 -$ -$ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue $ 325,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 15,000
Const. Support $ -
Construction $ 290,000
Miscellaneous $ -
Contingency $ 20,000
Total Estimate -$ -$ 325,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 325,000 $
-$
-$
-$
Total Revenue -$ -$ 325,000 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
32 of 116 P4 - Lodge Pole and Metal Fence
Asset Management Condition: 4 - Fair - Upgrade Lighting to LED Lights for Energy Efficiency and Improve Visibility for Participant Safety
PROJECT DESCRIPTION:

Etnies Skate Park is over 20 years old and sports lighting fixtures consist of metal halide fixtures that consume large amounts of energy and break during heavy wind events. This project updates light fixtures for energy efficiency, better lighting coverage, and reduced replacement costs.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park system.

CATEGORY: Park Improvements
PURPOSE: This project provides opportunities to increase energy efficiency and reduce maintenance at City parks and facilities by changing to LED lighting opportunities.

Strategic Plan Initiative: SP#25A
PROJECT NUMBER/NAME: 26P05
PROJECT NAME: Energy Efficient LED Lighting Projects - Etnies Skate Park RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
Project Location
33 of 116 P5 - Etnies LED

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 175,000
Miscellaneous
Contingency
Total Estimate $ 175,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 175,000 $ - $ - $ - $ -
-$ $ - $ - $ - $ -
Total Revenue $ 175,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 175,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 175,000 $
FY FY
2030/31 2031/32
General Fund -$ $ 175,000 - $
$ -
$ -
$ -
Total Revenue -$ -$ 175,000 $
Funding Source TOTAL
Funding Source

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
34 of 116 P5 - Etnies LED
Asset Management Condition: N/A - Park Renovations as part of Neighborhood Park Improvements PROJECT DESCRIPTION:

This project will renovate the two existing parks, enhancing the visual character of the City's park system. This phase will include implementation of improvements proposed from public outreach to the surrounding community conducted by Community Services Department. Public Works would coordinate the construction phase. Scope of work includes trail maintenance, replacement of older amenities, and interpretative signs for Nature Park and maintenance of lights, replacement of older amenities, and potential addition of seating at Lake Forest Park.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs over the life of the assets.

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

CATEGORY: Park & Recreation Improvements
PURPOSE:

Strategic Plan Initiative: SP#25B
PROJECT NUMBER: 25P06
PROJECT NAME: Neighborhood Park Renovations - Nature Park and Lake Forest Park RESPONSIBLE DEPARTMENT: Community Services (Outreach) / Public Works (Design & Construction) Project
Locations

Page 35 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 110,000
Const. Support $ 25,000
Construction $ 200,000
Miscellaneous
Contingency $ 25,000
Total Estimate $ 360,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Neighborhood Park
Improvement
Reserve Fund $ 360,000 -$ -$ $ - $ -
Total Revenue $ 360,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 110,000
Const. Support $ 25,000
Construction $ 200,000
Miscellaneous $ -
Contingency $ 25,000
Total Estimate -$ -$ 360,000 $
FY FY
2030/31 2031/32
Neighborhood Park
Improvement
Reserve Fund -$ -$
$ 360,000
$ -
$ -
Total Revenue -$ -$ 360,000 $
Funding Source TOTAL
Funding Source

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING

CURRENT AND FUTURE FUNDING

Page 36 of 116 ends

Asset Management Condition: Varies - Multiple Parks - Inspect and Repair wind screens PROJECT DESCRIPTION:

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park system.

This project will replace worn and weather-damaged windscreens and safety netting at key athletic facilities within the Lake Forest sports parks. Due to consistent exposure to high winds and outdoor elements, the existing tennis court screens, baseball dugout windscreens, and soccer goal netting require periodic replacement to maintain safety, functionality, and aesthetics. The scope includes new screening along fence lines and dugouts for three baseball fields, replacement windscreens for two double tennis courts, and installation of 15-foot-high protective netting behind the goal areas of two synthetic turf soccer fields. These improvements will enhance player safety, extend the life of park infrastructure, and preserve the park’s high-quality recreational experience for residents and visitors.

CATEGORY: Park Improvements
PURPOSE: This project would replace torn sports field screens and netting at City parks.

Strategic Plan Initiative: N/A
PROJECT NUMBER: 26P07
PROJECT NAME: Lake Forest Sports Park Windscreens, Soccer Netting and Background Screening RESPONSIBLE DEPARTMENT: Public Works (Maintenance)

Page 37 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 235,000
Miscellaneous
Contingency $ 15,000
Total Estimate $ 250,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 250,000 -$ -$ $ - $ -
Total Revenue $ 250,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 235,000
Miscellaneous $ -
Contingency $ 15,000
Total Estimate -$ -$ 250,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ $ 250,000
$ -
$ -
Total Revenue -$ -$ 250,000 $
Funding Source TOTAL
Funding Source

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING

Page 38 of 116 ends

Asset Management Condition: N/A - Park Renovations as part of Neighborhood Park Improvements PROJECT DESCRIPTION:

This project will renovate Cavanaugh Park. After completion of public outreach by Community Services department and preparation of a preliminary design for the park and approval of the preliminary design by Council, Public Works would coordinate with the consultant on the preparation of final design documents and assist in the bid process once the project moves into the construction phase. The design will take into account any future I-5 Freeway/El Toro Road Interchange work.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs over the life of the assets.

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

CATEGORY: Park & Recreation Improvements
PURPOSE:

Strategic Plan Initiative: SP#25C
PROJECT NUMBER: 25P08
PROJECT NAME: Neighborhood Park Renovations - Cavanaugh Park RESPONSIBLE DEPARTMENT: Community Services (Outreach) / Public Works (Design & Construction) Project
Location

Page 39 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 250,000
Const. Support $ 100,000
Construction $ 800,000
Miscellaneous
Contingency $ 100,000
Total Estimate $ 250,000 $ 1,000,000 -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Neighborhood Park
Improvement
Reserve Fund $ 250,000 $ 1,000,000 -$ $ - $ -
Total Revenue $ 250,000 $ 1,000,000 -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 250,000
Const. Support $ 100,000
Construction $ 800,000
Miscellaneous $ -
Contingency $ 100,000
Total Estimate -$ -$ 1,250,000 $
FY FY
2030/31 2031/32
Neighborhood Park
Improvement
Reserve Fund -$ -$
$ 1,250,000
$ -
$ -
Total Revenue -$ -$ 1,250,000 $
Funding Source TOTAL
Funding Source

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING

Page 40 of 116 ends

PROJECT NUMBER: 27P09
PROJECT NAME: Slope Landscaping Removal and Replanting Project - Heroes Park RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Park Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Asset Management Condition: N/A - Replanting of slope with low growth, drought tolerant landscaping and installation of additional wood fencing
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT DESCRIPTION:

Heroes park is made up of an upper slope and bottom slope located on the side of the park closest to Los Alisos Boulevard.

Both slopes are susceptible to trash and debris build-up and damage from pedestrians and cyclists. This project will remove the existing vegetation from both the top and lower slow and replace it with low growing, drought tolerant vegetation. Wood fencing would also be installed along pathways to restrict access to the slope areas where damage is occurring. The replacement of the existing vegetation and installation of fencing will prevent trash and debris from accumulating and improve the aesthetics of the park landscaping.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to require more maintenance and potentially increase the operating budget.

Project
Location

Page 41 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 50,000
Const. Support
Construction $ 450,000
Miscellaneous
Contingency
Total Estimate -$ 500,000 $ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ - 500,000 $ $ - $ - $ -
Total Revenue -$ 500,000 $ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 50,000
Const. Support $ -
Construction $ 450,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 500,000 $
FY FY
2028/29 2029/30
General Fund $ - $ - $ 500,000
$ -
$ -
Total Revenue -$ -$ 500,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL

Page 42 of 116 ends

Asset Management Condition: N/A - Park Renovations as part of Neighborhood Park Improvements PROJECT DESCRIPTION:

This project would continue renovations at Peachwood Park. This phase will include Community Services conducting an RFP process for design services, public outreach to the surrounding community regarding improvements, and the completion of a preliminary design for the park. After the preliminary design is approved by Council, Public Works would coordinate with the consultant on the preparation of final design documents and assist in the bid process once the project moves into the construction phase.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs over the life of the assets.

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

CATEGORY: Park & Recreation Improvements
PURPOSE:

Strategic Plan Initiative: SP#25D
PROJECT NUMBER: 24P10
PROJECT NAME: Neighborhood Park Renovations - Peachwood Park RESPONSIBLE DEPARTMENT: Community Services (Outreach) / Public Works (Design & Construction) Project
Location

Page 43 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 50,000
Const. Support $ 15,000 $ 35,000
Construction $ 150,000 $ 120,000
Miscellaneous
Contingency $ 15,000 $ 15,000
Total Estimate $ 230,000 -$ -$ $ - $ 170,000

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Neighborhood Park
Improvement
Reserve Fund $ 230,000 $ - $ - $ - $ 170,000
Total Revenue $ 230,000 -$ -$ $ - $ 170,000
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 50,000
Const. Support $ 50,000
Construction $ 270,000
Miscellaneous $ -
Contingency $ 30,000
Total Estimate -$ -$ 400,000 $
FY FY
2028/29 2029/30
Neighborhood Park
Improvement
Reserve Fund $ - $ -
$ 400,000
$ -
$ -
Total Revenue -$ -$ 400,000 $
Funding Source TOTAL
Funding Source

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
FY23/24 - $50,000 FY24/25 - $180,000

CURRENT AND FUTURE FUNDING

Page 44 of 116 ends

Asset Management Condition: N/A - Replacement of Turf for Water Use Efficiency PROJECT DESCRIPTION:

This project removes non functional turf between Normandale and Creekside. The project complies with State and Federal Requirements for non-functional turf by installing drought tolerant plants and improved irrigation techniques to lower water consumption. The contractor will replace existing turf with vegetation that requires minimal irrigation and maintenance.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park and MPS system.

CATEGORY: Park Improvements
PURPOSE: The purpose is to comply with State and Federal Requirements for non functional turf by installing drought tolerant plants and improved irrigation techniques to lower water consumption.

Strategic Plan Initiative: N/A
PROJECT NUMBER/NAME: 28P11
PROJECT NAME: El Toro Parkway Non Functional Turf Removal Project Phase 2 RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
Project Location
45 of 116 P11 - El Toro Turf

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 20,000
Const. Support $ 20,000
Construction $ 600,000
Miscellaneous
Contingency $ 50,000
Total Estimate -$ -$ 690,000 $ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund -$ -$ 690,000 $ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue -$ -$ 690,000 $ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 20,000
Const. Support $ 20,000
Construction $ 600,000
Miscellaneous $ -
Contingency $ 50,000
Total Estimate -$ -$ 690,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 690,000 $
-$
-$
-$
Total Revenue -$ -$ 690,000 $
Funding Source TOTAL
Funding Source

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
46 of 116 P11 - El Toro Turf
Asset Management Condition: 3 - Good - Upgrade Lighting to LED Lights for Energy Efficiency PROJECT DESCRIPTION:

The Lake Forest Sports Park is over 10 years old and sports lighting fixtures consist of metal halide fixtures that consume large amounts of energy and break during heavy wind events. This project updates light fixtures for energy efficiency, better lighting coverage, and reduced replacement costs.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park System CATEGORY: Park Improvements
PURPOSE: This project provides opportunities to increase energy efficiency and reduce maintenance at City parks and facilities by changing to LED lighting opportunities.

Strategic Plan Initiative: N/A
PROJECT NUMBER/NAME: 28P12
PROJECT NAME: Energy Efficient LED Lighting Projects - Sports Park RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
Project Location
47 of 116 P12 - Sports Park LED

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 2,500,000
Miscellaneous
Contingency $ 50,000
Total Estimate -$ -$ 2,550,000 $ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund -$ -$ 2,550,000 $ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue -$ -$ 2,550,000 $ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 2,500,000
Miscellaneous $ -
Contingency $ 50,000
Total Estimate -$ -$ 2,550,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 2,550,000 $
-$
-$
-$
Total Revenue -$ -$ 2,550,000 $
Funding Source TOTAL
Funding Source

PROJECT

ESTIMATE TOTAL

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
48 of 116 P12 - Sports Park LED
PROJECT NUMBER/NAME: 24P07
PROJECT NAME: Neighborhood Park Renovations - Vintage Park RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Park Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park System Asset Management Condition:

PROJECT DESCRIPTION:

This project would continue renovations at Vintage Park Park replacing the existing wood retaining walls along the slope and repair the stairs leading to the upper park area.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs over the life of the assets.

Project Location
49 of 116 P13 - Vintage Park

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 35,000
Const. Support $ 10,000
Construction $ 145,000
Miscellaneous
Contingency $ 10,000
Total Estimate $ 200,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 200,000 -$ -$ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue $ 200,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 35,000
Const. Support $ 10,000
Construction $ 145,000
Miscellaneous $ -
Contingency $ 10,000
Total Estimate -$ -$ 200,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 200,000 $
-$
-$
-$
Total Revenue -$ -$ 200,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
Carried forward from 2023-2030 CIP Book - Funding Change

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
50 of 116 P13 - Vintage Park
PROJECT NUMBER/NAME: 24P05
PROJECT NAME: Pickleball Analysis and Court Installation Project RESPONSIBLE DEPARTMENT: Public Works: Construction/Management Services: Outreach CATEGORY: Park Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park System Asset Management Condition: N/A
PROJECT DESCRIPTION:

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project provides an analysis of City parks and the viability to provide pickleball courts. The first phase will consist of the installation of a pickleball court at El Toro Park. In addition, the first phase would include a study and public outreach to determine addtional appropriate locations for pickleball. The second phase provides funding for the additional pickleball court installations.

This project would provide resident comments and design options for pickleball. Annual costs would be minimal, except for resurfacing projects every 3 to 6 years.
51 of 116 P15 - Pickleball Courts

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 20,000
Const. Support $ 10,000
Construction $ 375,000
Miscellaneous
Contingency $ 15,000
Total Estimate $ 420,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 420,000 -$ -$ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue $ 420,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 20,000
Const. Support $ 10,000
Construction $ 375,000
Miscellaneous $ -
Contingency $ 15,000
Total Estimate -$ -$ 420,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 420,000 $
-$
-$
-$
Total Revenue -$ -$ 420,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
General Fund - $9,000 Design FY24, $39,000 Construction FY25

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
52 of 116 P15 - Pickleball Courts
PROJECT NUMBER/NAME: 24P01
PROJECT NAME: Lake Forest Sports Park Renovations
RESPONSIBLE DEPARTMENT: Engineering
CATEGORY: Facilities Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park System Asset Management Condition: Varies - Project adds new and upgrades existing facilities PROJECT DESCRIPTION:

This project would renovate the Lake Forest Sports Recreation Center, including the indoor restrooms, front desk/staff office space, and meeting rooms. In addition, the project would renovate and upgrade the outdoor areas of the Lake Forest Sports Park, including adding storage containers near the synthetic turf fields, adding additional parking lot cameras, and upgrading the plumbing at the outdoor restrooms as well as installing a commercial intercom system throughout the park with speakers at each Clubhouse, Playground and the Main Building. The facility is very heavily used and it is time for several upgrades/updates to maintain the park as the premier sports park in Orange County and a gem for the Lake Forest community.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would improve conditions of hallways and meeting rooms. Improvements to the outdoor restrooms would reduce maintenance issues currently occurring. The improvements would require less initial maintenance related to repairs and painting.

Project Location
53 of 116 P16 - LFSP Renovations

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design $ 7,500
Design $ 10,000
Const. Support $ 2,500
Construction $ 240,000
Miscellaneous $ 25,000
Contingency $ 15,000
Total Estimate $ 300,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 300,000 $ - $ - $ - $ -
-$ $ - $ - $ - $ -
Total Revenue $ 300,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ 7,500
Design $ 10,000
Const. Support $ 2,500
Construction $ 240,000
Miscellaneous $ 25,000
Contingency $ 15,000
Total Estimate -$ -$ 300,000 $
FY FY
2030/31 2031/32
General Fund -$ $ 300,000 - $
$ -
$ -
$ -
Total Revenue -$ -$ 300,000 $
Funding Source TOTAL

PRIOR YEAR FUNDING
Neighborhood Park Improvement - $1,500 spent on Pre-Design

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
54 of 116 P16 - LFSP Renovations
PROJECT NUMBER/NAME: 24P04
PROJECT NAME: Foothill Ranch Box Lacrosse Installation Project RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Park Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park System Asset Management Condition: N/A - Retrofitting existing facility for new sport usage PROJECT DESCRIPTION:

This project provides for a new Box Lacrosse Rink in the same location as the no longer functional roller hockey rink. One roller hockey rink will remain. The vacant location will allow for a new sporting activity for residents. Community Services staff surveyed the neighboring residents to determine Lacrosse was something of interest to the community.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would build a new recreational area for Lacrosse. Routine maintenance for repairs of the rink may be necessary.

Project Location
55 of 116 P17 - Box Lacrosse

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design -$
Design $ 95,000
Const. Support -$
Construction $ 200,000
Miscellaneous -$
Contingency $ 25,000
Total Estimate $ 320,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Park Development
Fund $ 320,000 $ - $ - $ - $ -
-$ $ - $ - $ - $ -
Total Revenue $ 320,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 95,000
Const. Support $ -
Construction $ 200,000
Miscellaneous $ -
Contingency $ 25,000
Total Estimate -$ -$ 320,000 $
FY FY
2030/31 2031/32
Park Development
Fund -$ $ 320,000 - $
$ -
$ -
$ -
Total Revenue -$ -$ 320,000 $
Funding Source TOTAL

PRIOR YEAR FUNDING
General Fund - $5,710 Design

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
56 of 116 P17 - Box Lacrosse
PROJECT NUMBER/NAME: 25P01
PROJECT NAME: Normandale Open Space Area Renovations
RESPONSIBLE DEPARTMENT: Public Works (Operating)
CATEGORY: Slopes/Open Space/Lake Forest Sports Park
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park System Asset Management Condition: N/A
PROJECT DESCRIPTION:

This project makes slope and basin area improvements to reduce erosion. The project also removes dead brush and debris from the area. The slopes and basin require restablization to prevent excessive runoff and damage to the natural ecosystem. The project restores the Normandale site back to a natural environment and open space area.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Project
Location
57 of 116 P18 - Normandale Park

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design -$
Design -$
Const. Support -$
Construction $ 365,000
Miscellaneous -$
Contingency -$
Total Estimate $ 365,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 365,000 -$ -$ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue $ 365,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 365,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 365,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 365,000 $
-$
-$
-$
Total Revenue -$ -$ 365,000 $
Funding Source TOTAL

PRIOR YEAR FUNDING
General Fund - $9,000 transferred out

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
58 of 116 P18 - Normandale Park
PROJECT NUMBER/NAME: 25P14
PROJECT NAME: Citywide Park Restroom Painting and Renovations Project RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Park Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: Our Livable City is well planned, attractive, and safe.

Strategic Plan Strategy: Consistently invest in the City Park System Asset Management Condition:

PROJECT DESCRIPTION:

This project improves the conditions of the neighborhood park restrooms. The restrooms are used extensively by park visitors and are routinely vandalized. The routine acts of vandalism have an affect on the fixtures, lighting, and walls of the restroom. This project will install stainless steel fixtures that reduce vandalism and are easily replaced. This project improves lighting conditions and repaints the walls with a anti-graffiti coating applied.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would improve park conditions and lower the cost of repairs. No additional cost for annual maintenance is necessary.
59 of 116 P19 - Citywide Restrooms

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design -$
Design -$
Const. Support -$
Construction $ 150,000
Miscellaneous -$
Contingency -$
Total Estimate $ 150,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 150,000 -$ -$ $ - $ -
-$ -$ -$ $ - $ -
Total Revenue $ 150,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 150,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 150,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 150,000 $
-$
-$
-$
Total Revenue -$ -$ 150,000 $
Funding Source TOTAL

PRIOR YEAR FUNDING
Carried forward from 2023-2030 CIP Book

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
60 of 116 P19 - Citywide Restrooms
Strategic Plan Priority Area: 2. Attractive: Investment and maintenance in public facilities, infrastructure, and natural resources that enhance the visual character of the City and supports quality neighborhoods
Strategic Plan Strategy: a) Enhance the City's overall visual character, maintain City assets and proactively reinvest in southwest Lake Forest.

PROJECT DESCRIPTION:

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

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

Conformance with the system makes the City eligible for Measure M funding. In FY 2025-26, (26S01A) residential streets in Zone D will be slurried. In FY 2026-27(27S01C) residential streets in Zone E1 will be slurried. In FY 2025-26(26S01B) Bake Parkway from South Point Drive to Commercentre Drive will be resurfaced. In FY 2026-27 (27S01D) Bake Parkway from Commercentre Drive to Rancho Parkway South will be resurfaced. Maintaining a "Good" Pavement Condition Index, helps to sustain the quality of the pavement in the City and extend the useful life.

Asset Management Condition: N/A - Preventative Maintenance as part of the City's Pavement Management Program
PURPOSE:

Strategic Plan Initiative: SP#1
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26S01A
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Street Improvements
PROJECT NAME: Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1A Project Location Project Location
61 of 116 S1 A - Zone D Slurry

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 200,000 $ 200,000 $ 200,000
Construction $ 2,400,000 $ 2,400,000 $ 2,400,000
Miscellaneous
Contingency $ 250,000 $ 250,000 $ 250,000
Total Estimate 2,850,000 $ -$ 2,850,000 $ $ - 2,850,000 $

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Measure M2 Local
Fairshare -$ $ - $ -
Gas Tax Road
Maintenance and
Rehabilitation
Account Fund
(RMRA SB1) $ 2,375,000 $ 2,375,000 $ 2,375,000
City Road
Infrastructure Fund -$ $ - $ -
Solid Waste
Pavement Impact
Fund $ 475,000 $ 475,000 $ 475,000
Total Revenue 2,850,000 $ -$ 2,850,000 $ $ - 2,850,000 $ FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 200,000 $ 800,000
Construction $ 2,400,000 $ 9,600,000
Miscellaneous $ -
Contingency $ 250,000 $ 1,000,000
Total Estimate -$ 2,850,000 $ $ 11,400,000
FY FY
2030/31 2031/32
Measure M2 Local
Fairshare -$ $ -
Maintenance and
Rehabilitation
Account Fund $ 2,375,000 $ 9,500,000
City Road
Infrastructure Fund -$ $ -
Solid Waste
Pavement Impact
Fund $ 475,000 $ 1,900,000
Total Revenue -$ 2,850,000 $ $ 11,400,000
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
62 of 116 S1 A - Zone D Slurry
PROJECT NUMBER/NAME: 26S01B
PROJECT NAME: Slurry Seal and Street Resurfacing - Street Resurfacing Project 1B RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Street Improvements
PURPOSE:

Strategic Plan Initiative: SP#1
Asset Management Condition: N/A - Street Resurfacing Identified as part of the City's Pavement Management Program
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

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

PROJECT DESCRIPTION:

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location Project Location
63 of 116 S1 B - Bake Resurface Ph 1

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 500,000 $ 500,000 $ 500,000
Construction $ 4,850,000 $ 4,850,000 $ 4,850,000
Miscellaneous
Contingency $ 500,000 $ 500,000 $ 500,000
Total Estimate 5,850,000 $ -$ 5,850,000 $ $ - 5,850,000 $

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Measure M2 Local
Fairshare $ 2,100,000 $ 2,100,000 $ 2,100,000
Gas Tax Road
Maintenance and
Rehabilitation
Account Fund
(RMRA SB1) $ 650,000 $ - $ -
City Road
Infrastructure Fund $ 3,100,000 $ - $ -
General Fund -$ $ 3,750,000 $ 3,750,000
Total Revenue 5,850,000 $ -$ 5,850,000 $ $ - 5,850,000 $ FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 500,000 $ 2,000,000
Construction $ 4,850,000 $ 19,400,000
Miscellaneous $ -
Contingency $ 500,000 $ 2,000,000
Total Estimate -$ 5,850,000 $ $ 23,400,000
FY FY
2030/31 2031/32
Measure M2 Local
Fairshare $ 2,100,000 $ 8,400,000
Maintenance and
Rehabilitation
Account Fund -$ 650,000 $
City Road
Infrastructure Fund -$ 3,100,000 $
General Fund $ 3,750,000 $ 11,250,000
Total Revenue -$ 5,850,000 $ $ 12,150,000

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
64 of 116 S1 B - Bake Resurface Ph 1
PROJECT NUMBER/NAME: 27S01C
PROJECT NAME: Slurry Seal and Street Resurfacing - Residential Slurry Seal Project 1C RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Street Improvements
PURPOSE:

Strategic Plan Initiative: SP#1
Asset Management Condition: N/A - Preventative Maintenance as part of the City's Pavement Management Program
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

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

PROJECT DESCRIPTION:

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location Project Location

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 200,000 $ 200,000
Construction $ 2,400,000 $ 2,400,000
Miscellaneous
Contingency $ 250,000 $ 250,000
Total Estimate -$ 2,850,000 $ -$ 2,850,000 $ $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Measure M2 Local
Fairshare $ 175,000 $ 175,000
Gas Tax Road
Maintenance and
Rehabilitation
Account Fund
(RMRA SB1) $ 2,200,000 $ 2,200,000
City Road
Infrastructure Fund -$ $ -
Solid Waste
Pavement Impact
Fund $ 475,000 $ 475,000
Total Revenue -$ 2,850,000 $ -$ 2,850,000 $ $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 200,000 $ 600,000
Construction $ 2,400,000 $ 7,200,000
Miscellaneous $ -
Contingency $ 250,000 $ 750,000
Total Estimate 2,850,000 $ -$ 8,550,000 $
FY FY
2030/31 2031/32
Measure M2 Local
Fairshare $ 175,000 $ 525,000
Maintenance and
Rehabilitation
Account Fund 2,200,000 $ $ 6,600,000
City Road
Infrastructure Fund -$ $ -
Solid Waste
Pavement Impact
Fund $ 475,000 $ 1,425,000
Total Revenue 2,850,000 $ -$ 8,550,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
PROJECT NUMBER/NAME: 27S01D
PROJECT NAME: Slurry Seal and Street Resurfacing - Street Resurfacing Project 1D RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Street Improvements
PURPOSE:

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

PROJECT DESCRIPTION:

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location Project Location
67 of 116 S1 D - Bake Resurface Ph 2

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 500,000 $ 500,000
Construction $ 4,850,000 $ 4,850,000
Miscellaneous
Contingency $ 500,000 $ 500,000
Total Estimate -$ 5,850,000 $ -$ 5,850,000 $ $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Measure M2 Local
Fairshare $ 1,926,000 $ 2,100,000
Gas Tax Road
Maintenance and
Rehabilitation
Account Fund
(RMRA SB1) -$ $ -
City Road
Infrastructure Fund $ 1,640,000 $ -
General Fund $ 2,284,000 $ 3,750,000
Total Revenue -$ 5,850,000 $ -$ 5,850,000 $ $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 500,000 $ 1,500,000
Construction $ 4,850,000 $ 14,550,000
Miscellaneous $ -
Contingency $ 500,000 $ 1,500,000
Total Estimate 5,850,000 $ -$ 17,550,000 $
FY FY
2030/31 2031/32
Measure M2 Local
Fairshare $ 2,100,000 $ 6,126,000
Maintenance and
Rehabilitation
Account Fund -$ $ -
City Road
Infrastructure Fund -$ $ 1,640,000
General Fund $ 3,750,000 $ 9,784,000
Total Revenue 5,850,000 $ -$ 17,550,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
68 of 116 S1 D - Bake Resurface Ph 2
Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

Phase 15 of this program would reconstruct existing sidewalk access ramps to comply with current standards and requirements of the Americans with Disabilities Act (ADA). These projects also implement the City's ADA self-assessment and transition plan. The schedule for the design and construction of Phase 15 will depend on the annual allocation of Community Development Block Grant (CDBG) funds. Implementation of ADA self-assessment and transition plan provides an investment and maintenance of infrastructure proactively enhancing the visual character of the city, supporting quality neighborhoods and maintenance of City assets.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Asset Management Condition: N/A - Upgrading Ramps to current ADA standard PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26S02
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Street Improvements
PROJECT NAME: CDBG - ADA Ramps Phase 15
69 of 116 S2 - ADA Ramps Ph 15

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 5,000 $ 5,000 $ 5,000
Const. Support $ 25,000 $ 25,000 $ 25,000
Construction $ 180,000 $ 180,000 $ 180,000
Miscellaneous
Contingency $ 20,000 $ 20,000 $ 20,000
Total Estimate $ 230,000 -$ 230,000 $ $ - $ 230,000

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Community
Development Block
Grant Fund (CDBG) 230,000 $ -$ 230,000 $ $ - $ 230,000
Total Revenue $ 230,000 -$ 230,000 $ $ - $ 230,000
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 5,000 $ 20,000
Const. Support $ 25,000 $ 100,000
Construction $ 180,000 $ 720,000
Miscellaneous $ -
Contingency $ 20,000 $ 80,000
Total Estimate -$ 230,000 $ $ 920,000
FY FY
2030/31 2031/32
Community
Development Block
Grant Fund (CDBG) -$ 230,000 $ $ 920,000
-$
-$
-$
Total Revenue -$ 230,000 $ $ 920,000
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
70 of 116 S2 - ADA Ramps Ph 15
PROJECT NAME: City Street Sidewalk Repairs
PROJECT DESCRIPTION:

This project repairs street sidewalks that have lifted or have been temporarily repaired with asphalt. The project serves to reduce trip and fall claims and improves safety for pedestrians. The project was formally in the operations budget, however with increased costs in construction materials the project has been moved into the Capital Improvement Program. The project has successfully reduced annual claims received by the City.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Strategy: a) Consistently invest in the City sidewalk system.

Asset Management Condition: Various Locations Citywide - Inspect and Repair concrete sidewalks PURPOSE: This project would reduce trip hazards and improve public safety on public sidewalks.

Strategic Plan Initiative: SP# 19
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26S03/27S03
RESPONSIBLE DEPARTMENT: Public Works (Maintenance)
CATEGORY: Street Improvements
71 of 116 S3 - City St. Sidewalk Repairs

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 150,000 $ 150,000 $ 150,000 $ 150,000 $ 150,000 Miscellaneous
Contingency
Total Estimate $ 150,000 $ 150,000 $ 150,000 $ 150,000 $ 150,000

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 150,000 $ 150,000 $ 150,000 $ 150,000 $ 150,000 Total Revenue $ 150,000 $ 150,000 $ 150,000 $ 150,000 $ 150,000 FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 150,000 $ 150,000 $ 1,050,000
Miscellaneous $ -
Contingency $ -
Total Estimate $ 150,000 $ 150,000 $ 1,050,000
FY FY
2030/31 2031/32
Measure M Fund 150,000 $ $ 150,000 $ 1,050,000
-$
-$
-$
Total Revenue $ 150,000 $ 150,000 $ 1,050,000
Funding Source TOTAL
$75,000 Annually

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
72 of 116 S3 - City St. Sidewalk Repairs
PROJECT NAME: Southwest Lake Forest Crosswalk Enhancement PROJECT DESCRIPTION:

This project would look to enhance the crosswalks in Southwest Lake Forest.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on operating budget.

Strategic Plan Strategy: a) Consistently invest in the City sidewalk system.

Asset Management Condition: N/A - New Project/Assets to be added to database PURPOSE:

Strategic Plan Initiative: SP# 17
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26S04
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
CATEGORY: Street Improvements
Project Location
73 of 116 S4 - SWLF Crosswalks

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support 25,000 $
Construction 250,000 $
Miscellaneous
Contingency 25,000 $
Total Estimate 300,000 $ - $ - $ - $ - $

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund 300,000 $ - $ - $ - $ - $
Total Revenue 300,000 $ - $ - $ - $ - $
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ -
Miscellaneous $ -
Contingency $ -
Total Estimate - $ - $ - $
FY FY
2030/31 2031/32
General Fund - $ - $ 300,000 $
$ -
$ -
$ -
Total Revenue - $ - $ 300,000 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
74 of 116 S4 - SWLF Crosswalks
This project is expected to have a minor impact on operating budget.

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

PROJECT DESCRIPTION:

This project would construct a raised finger median at Rockfield from El Toro Road to Harvest Way to eliminate existing delineators within the painted median.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Asset Management Condition: N/A - New Project/Assets to be added to database CATEGORY: Street Improvements
PURPOSE:

Strategic Plan Initiative: N/A
PROJECT NUMBER: 27S05
PROJECT NAME: Rockfield Median at El Toro Road
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
Project Location

Page 75 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 50,000
Const. Support $ 25,000
Construction $ 350,000
Miscellaneous
Contingency $ 25,000
Total Estimate -$ $ 50,000 $ 400,000 $ - $ -
Funding Source FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ - $ 50,000 $ 400,000 $ - $ -
Total Revenue -$ $ 50,000 $ 400,000 $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 50,000
Const. Support $ 25,000
Construction $ 350,000
Miscellaneous $ -
Contingency $ 25,000
Total Estimate -$ -$ 450,000 $
FY FY
2030/31 2031/32
General Fund $ - $ - $ -
$ -
$ -
$ -
Total Revenue -$ -$ -$

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE

Page 76 of 116 ends

This project is expected to have a minor impact on operating budget.

PROJECT DESCRIPTION:

This project would change the two Arbor signs at El Toro & Rockfield to Lake Forest signs. At the other locations, entry way monuments or entry way banners would be installed. Pressure washing and repainting of Arbors Structures included in FY25/26.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Asset Management Condition: N/A - New Project/Assets to be added to database CATEGORY: Street Improvements
PURPOSE:

Strategic Plan Initiative: SP#16
PROJECT NUMBER: 26S06
PROJECT NAME: Lake Forest Branding Entry Way Monuments
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
Project Location

Page 77 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 40,000
Const. Support $ 5,000 $ 25,000
Construction $ 100,000 $ 500,000
Miscellaneous
Contingency $ 5,000 $ 25,000
Total Estimate $ 150,000 $ 550,000 -$ $ - $ -
Funding Source FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 150,000 $ 550,000 $ - $ - $ -
Total Revenue $ 150,000 $ 550,000 -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 40,000
Const. Support $ 30,000
Construction $ 600,000
Miscellaneous $ -
Contingency $ 30,000
Total Estimate -$ -$ 700,000 $
FY FY
2030/31 2031/32
General Fund $ - $ - $ -
$ -
$ -
$ -
Total Revenue -$ -$ -$

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE

Page 78 of 116 ends

This project is expected to have a minor impact on operating budget.

PROJECT DESCRIPTION:

Install LED streetlights along an unlit section of Santa Margarita Parkway.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Asset Management Condition: N/A - New Project/Assets to be added to database CATEGORY: Street Improvements
PURPOSE:

Strategic Plan Initiative: N/A
PROJECT NUMBER: 28S07
PROJECT NAME: Santa Margarita Parkway Lighting
RESPONSIBLE DEPARTMENT: Public Works (Engineering)
Project Location

Page 79 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design 20,000 $
Const. Support 10,000 $
Construction 180,000 $
Miscellaneous
Contingency 10,000 $
Total Estimate - $ - $ 20,000 $ 200,000 $ - $
Funding Source FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund - $ - $ 20,000 $ 200,000 $ - $
Total Revenue - $ - $ 20,000 $ 200,000 $ - $
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 20,000
Const. Support $ 10,000
Construction $ 180,000
Miscellaneous $ -
Contingency $ 10,000
Total Estimate - $ - $ 220,000 $
FY FY
2030/31 2031/32
General Fund - $ - $ $ -
$ -
$ -
$ -
Total Revenue - $ - $ - $

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE

Page 80 of 116 ends

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide preventive maintenance and/or rehabilitation, which would reduce annual maintenance costs over the life of the assets.

PROJECT DESCRIPTION:

This project would provide design services to help with maintaining the bridges within the City. Future phases of the project will include an inspection of all City owned bridges, using a combination of visual inspection, non-destructive testing, and structural analysis techniques. Based on the results of the inspection, a prioritized list of necessary repairs will be developed, taking into account the criticality of the bridge, the severity of any identified issues, and the available funding for repairs.

CATEGORY: Street Improvements
PURPOSE:

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

Asset Management Condition: Various Locations Citywide - Inspect and Repair bridges PROJECT NUMBER: 28S08
PROJECT NAME: Bridge Inspection Repairs
RESPONSIBLE DEPARTMENT: Public Works (Engineering)

Page 81 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design 10,000 $ 10,000 $ 10,000 $
Const. Support 15,000 $ 15,000 $ 15,000 $
Construction 150,000 $ 150,000 $ 150,000 $
Miscellaneous 10,000 $ 10,000 $ 10,000 $
Contingency 15,000 $ 15,000 $ 15,000 $
Total Estimate - $ - $ 200,000 $ 200,000 $ 200,000 $
Funding Source FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
UNFUNDED $ - - $ $ 200,000 200,000 $ 200,000 $
Total Revenue - $ - $ 200,000 $ 200,000 $ 200,000 $
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design 10,000 $ 10,000 $ $ 50,000
Const. Support 15,000 $ 15,000 $ $ 75,000
Construction 150,000 $ 150,000 $ $ 750,000
Miscellaneous 10,000 $ 10,000 $ $ 50,000
Contingency 15,000 $ 15,000 $ $ 75,000
Total Estimate 200,000 $ 200,000 $ 1,000,000 $
FY FY
2030/31 2031/32
UNFUNDED 200,000 $ 200,000 $ $ 400,000
$ -
$ -
$ -
Total Revenue 200,000 $ 200,000 $ 400,000 $

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL

PROJECT

ESTIMATE

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
None

Page 82 of 116 ends

PROJECT NUMBER/NAME: 22S05
PROJECT NAME: El Toro Raised Medians from Jeronimo to Trabuco RESPONSIBLE DEPARTMENT: Public Works (Street)
CATEGORY: Engineering
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

Asset Management Condition: N/A - New Project/Assets to be added to database PROJECT DESCRIPTION:

This Foothill Circulation Phasing Program (FCPP) project consists of replacing the existing painted medians along El Toro Road from Jeronimo to Trabuco with raised medians. Staff will evaluate the possibility of utilizing a planted median or a stamped concrete median based upon funding availability at the time of project design.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide a reduction in traffic congestion, improvement in operations, enhancement of traffic signal infrastructure, which may help reduce retrofit, improvement, and signal maintenance operating costs.

Project Location
83 of 116 S9 - El Toro Medians

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 40,000
Construction $ 600,000
Miscellaneous
Contingency $ 300,000
Total Estimate $ 940,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Foothill Circulation
Phasing Plan Capital
Projects Fund
(FCPP) $ 940,000 -$ -$ $ - $ -
Total Revenue $ 940,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design -$ $ -
Design $ -
Const. Support $ 40,000
Construction $ 600,000
Miscellaneous $ -
Contingency $ 300,000
Total Estimate -$ -$ 940,000 $
FY FY
2030/31 2031/32
Foothill Circulation
Phasing Plan Capital
Projects Fund
(FCPP) -$ -$ 940,000 $
-$
-$
-$
Total Revenue -$ -$ 940,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
Carried forward from 2021-2028 CIP Book - $150k for Design

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
84 of 116 S9 - El Toro Medians
PROJECT NUMBER/NAME: 24S09
PROJECT NAME: Arterial Median Improvement Project
RESPONSIBLE DEPARTMENT: Public Works (Street)
CATEGORY: Street Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

Asset Management Condition: N/A - New Project/Assets to be added to database PROJECT DESCRIPTION:

This project will replace existing painted medians and stick down delineators with raised hardscaped medians to improve traffic safety. These locations include Trabuco Road north of El Toro Road, and on Rockfield Boulevard south of Lake Forest Drive
ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location
85 of 116 S10 - Arterial Median

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 30,000
Construction $ 200,000
Miscellaneous
Contingency $ 20,000
Total Estimate $ 250,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund $ 250,000 -$ -$ $ - $ -
Total Revenue $ 250,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design -$ $ -
Design $ -
Const. Support $ 30,000
Construction $ 200,000
Miscellaneous $ -
Contingency $ 20,000
Total Estimate -$ -$ 250,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 250,000 $
-$
-$
-$
Total Revenue -$ -$ 250,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
Carried forward from 2023-2030 CIP Book - $275k for Design

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
86 of 116 S10 - Arterial Median
Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

This project would install Accessible Pedestrian Signals (“APS”) at various locations inside the city. APS provides audible and tactile information about the WALK and DON’T WALK intervals at signalized intersections to assist the visually impaired to cross streets safely.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project is expected to have a minor impact on the operating budget.

Asset Management Condition: N/A - New Project/Assets to be added to database PURPOSE:

Strategic Plan Initiative: SP#17
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26T01
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PROJECT NAME: CDBG - Audible Pedestrian Signals - Phase 5 & 6 87 of 116 T1 - APS Phase 5 & 6

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 2,000 $ 10,000 $ 10,000
Const. Support $ 1,000 $ 10,000 $ 10,000
Construction $ 45,000 $ 150,000 $ 150,000
Miscellaneous
Contingency $ 2,000 $ 10,000 $ 10,000
Total Estimate $ 50,000 $ 180,000 -$ $ 180,000 $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Community
Development Block
Grant Fund (CDBG) 50,000 $ $ 180,000 -$ $ 180,000 $ -
Total Revenue $ 50,000 $ 180,000 -$ $ 180,000 $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 10,000 $ 32,000
Const. Support $ 10,000 $ 31,000
Construction $ 150,000 $ 495,000
Miscellaneous $ -
Contingency $ 10,000 $ 32,000
Total Estimate $ 180,000 -$ 590,000 $
FY FY
2030/31 2031/32
Community
Development Block
Grant Fund (CDBG) 180,000 $ -$ 590,000 $
-$
-$
-$
Total Revenue $ 180,000 -$ 590,000 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
88 of 116 T1 - APS Phase 5 & 6
Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

This project will restripe Avenida De Carlota's #2 lane to a shared left and right turn lane.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

This project would provide a reduction traffic congestion, improvement in operations, enhancement of traffic signal infrastructure, which may help reduce retrofit, improvement, and signal maintenance operating costs.

Asset Management Condition: N/A - LFTM Project outside of City Boundary PURPOSE:

Strategic Plan Initiative: SP#3
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 27T02
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PROJECT NAME: Lake Forest Dr-Ave De Carlota - I-5 Offramp Project Location
89 of 116 T2 - LF-Carlota I5 Offramp

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 100,000
Miscellaneous
Contingency
Total Estimate -$ 100,000 $ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Lake Forest Traffic
Mitigation Fund
(LFTM) -$ 100,000 $ -$ $ - $ -
Total Revenue -$ 100,000 $ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 100,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 100,000 $
FY FY
2030/31 2031/32
Lake Forest Traffic
Mitigation Fund
(LFTM) -$ -$ 100,000 $
-$
-$
-$
Total Revenue -$ -$ 100,000 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
90 of 116 T2 - LF-Carlota I5 Offramp
Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

This project consists of adding a third left-turn lane for southbound Irvine Blvd. This project requires coordination with the City of Irvine
ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Asset Management Condition: N/A - LFTM Project outside of City Boundary PURPOSE: This project would promote improved traffic flow and safety.

Strategic Plan Initiative: SP#3
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 26T03
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: LFTM
PROJECT NAME: Alton Pkwy Irvine Blvd Intersection Improvements Project Location
91 of 116 T3 - Alton-Irvine Intersection

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 676,100
Miscellaneous
Contingency
Total Estimate $ 676,100 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Lake Forest Traffic
Mitigation Fund
(LFTM) $ 676,100 -$ -$ $ - $ -
Total Revenue $ 676,100 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ -
Construction $ 676,100
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 676,100 $
FY FY
2030/31 2031/32
Lake Forest Traffic
Mitigation Fund
(LFTM) -$ -$ 676,100 $
-$
-$
-$
Total Revenue -$ -$ 676,100 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
92 of 116 T3 - Alton-Irvine Intersection
Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

This project will reprogram the traffic signal to allow for a right turn overlap cycle at the intersection of Rockfield and Lake Forest.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Asset Management Condition: N/A - LFTM Intersection Signal Improvements PURPOSE:

Strategic Plan Initiative: SP#3
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

PROJECT NUMBER/NAME: 28T04
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: LFTM
PROJECT NAME: Lake Forest & Rockfield Signal (LFTM)
Project Location
93 of 116 T4 - LF&Rockfield Signal

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 20,000
Const. Support
Construction $ 40,000
Miscellaneous
Contingency
Total Estimate -$ -$ 60,000 $ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Lake Forest Traffic
Mitigation Fund
(LFTM) -$ -$ 60,000 $ $ - $ -
Total Revenue -$ -$ 60,000 $ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 20,000
Const. Support $ -
Construction $ 40,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 60,000 $
FY FY
2030/31 2031/32
Lake Forest Traffic
Mitigation Fund
(LFTM) -$ -$ 60,000 $
-$
-$
-$
Total Revenue -$ -$ 60,000 $
Funding Source TOTAL
None

CURRENT AND FUTURE FUNDING

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

PRIOR YEAR FUNDING
94 of 116 T4 - LF&Rockfield Signal
Asset Management Condition: N/A - Signal Improvements
PROJECT DESCRIPTION:

This project would install protective permissive left-turn phasing ("PPLTP"). PPLTP allows drivers to turn left with a protected green arrow as well as the ability to turn left on the flashing yellow arrow when there are sufficient gaps in traffic.

The proposed intersections are:

Alton Parkway & Monarch Boulevard – north-south along Monarch Boulevard Alton Parkway & Catalina – north-south along Catalina
Bake Parkway & Towne Centre Drive – north-south along Towne Centre Drive Lake Forest Drive & Towne Centre Drive – north-south along Towne Centre Drive ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

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

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
PROJECT NUMBER: 28T05
PROJECT NAME: Protective Permissive Left Turn Project
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
Project
Locations
Project
Locations

Page 95 of 116 ends

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 25,000 $ 25,000 $ 25,000
Const. Support $ 20,000 $ 20,000 $ 20,000
Construction $ 360,000 $ 360,000 $ 360,000
Miscellaneous
Contingency $ 20,000 $ 20,000 $ 20,000
Total Estimate -$ 425,000 $ $ 425,000 $ - $ 425,000

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Unfunded -$ 425,000 $ $ 425,000 $ - $ 425,000
Total Revenue -$ 425,000 $ $ 425,000 $ - $ 425,000
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 75,000
Const. Support $ 60,000
Construction $ 1,080,000
Miscellaneous $ -
Contingency $ 60,000
Total Estimate -$ -$ 1,275,000 $
FY FY
2030/31 2031/32
Unfunded -$ -$ $ 1,275,000
$ -
$ -
Total Revenue -$ -$ 1,275,000 $
Funding Source TOTAL

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
None

Page 96 of 116 ends

PROJECT NUMBER/NAME: 28T06
PROJECT NAME: Live Oak Traffic Signal
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Asset Management Condition: New Project/Assets to be added to database Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

Installation of a new traffic signal at the intersection of Live Oak Canyon and Santiago Canyon Road.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location
97 of 116 T6 - Live Oak Traffic Signal

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 100,000
Const. Support $ 50,000
Construction $ 700,000
Miscellaneous
Contingency $ 50,000
Total Estimate -$ -$ 100,000 $ $ 800,000 $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund -$ -$ 100,000 $ $ 800,000 $ -
Total Revenue -$ -$ 100,000 $ $ 800,000 $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ 100,000
Const. Support $ 50,000
Construction $ 700,000
Miscellaneous $ -
Contingency $ 50,000
Total Estimate -$ -$ 900,000 $
FY FY
2030/31 2031/32
General Fund -$ -$ 900,000 $
-$
-$
-$
Total Revenue -$ -$ 900,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
98 of 116 T6 - Live Oak Traffic Signal
PROJECT NUMBER/NAME: 28T07
PROJECT NAME: Ridge Route TSSP
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Asset Management Condition: N/A - Signal Improvements
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

The Ridge Route Traffic Signal Synchronization Project ("TSSP") would update traffic signal coordination timing and communication, in addition to other and traffic signal infrastructure (i.e. video detection, CCTV, controller upgrades, fiber interconnect, etc.) hardware for the traffic signals between Rockfield and Trabuco. OCTA funds approximately 80% of the eligible TSSP projects.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location

TRABUCO

ROCKFIELD

RIDGE ROUTE
99 of 116 T7 - Ridge Route TSSP

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 10,000
Construction $ 490,000
Miscellaneous
Contingency
Total Estimate -$ -$ -$ $ 500,000 $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Unfunded -$ -$ -$ $ 500,000 $ -
Total Revenue -$ -$ -$ $ 500,000 $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 10,000
Construction $ 490,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 500,000 $
FY FY
2030/31 2031/32
Unfunded -$ -$ 500,000 $
-$
-$
-$
Total Revenue -$ -$ 500,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
100 of 116 T7 - Ridge Route TSSP
PROJECT NUMBER/NAME: 30T08
PROJECT NAME: Jeronimo TSSP
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Asset Management Condition: N/A - Signal Improvements
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

The Jeronimo Traffic Signal Synchronization Project ("TSSP") would update traffic signal coordination timing and communication, in addition to other and traffic signal infrastructure (i.e. video detection, CCTV, controller upgrades, fiber interconnect, etc.) hardware for the traffic signals between Bake Parkway and Los Alisos Boulevard. OCTA funds approximately 80% of the eligible TSSP projects.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

LOS ALISOS
BAKE

JERONIMO
101 of 116 T8 - Jeronimo TSSP

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support $ 10,000
Construction $ 240,000
Miscellaneous
Contingency
Total Estimate -$ -$ -$ $ - $ 250,000

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Unfunded -$ -$ -$ $ - $ 250,000
Total Revenue -$ -$ -$ $ - $ 250,000
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 10,000
Construction $ 240,000
Miscellaneous $ -
Contingency $ -
Total Estimate -$ -$ 250,000 $
FY FY
2030/31 2031/32
Unfunded -$ -$ 250,000 $
-$
-$
-$
Total Revenue -$ -$ 250,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
102 of 116 T8 - Jeronimo TSSP
PROJECT NUMBER/NAME: 31T09
PROJECT NAME: El Toro TSSP
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Asset Management Condition: N/A - Signal Improvements
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

The El Toro Traffic Signal Synchronization Project ("TSSP") would update traffic signal coordination timing and communication, in addition to other and traffic signal infrastructure (i.e. video detection, CCTV, controller upgrades, fiber interconnect, etc.) hardware for the traffic signals between the I-5 and Live Oak Canyon. OCTA funds approximately 80% of the eligible TSSP projects.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

EL TORO ROAD
I-5
241
103 of 116 T9 - El Toro TSSP

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction
Miscellaneous
Contingency
Total Estimate -$ -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Unfunded -$ -$ -$ $ - $ -
Total Revenue -$ -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ -
Design $ -
Const. Support $ 10,000 $ 10,000
Construction $ 390,000 $ 390,000
Miscellaneous $ -
Contingency $ -
Total Estimate $ 400,000 -$ 400,000 $
FY FY
2030/31 2031/32
Unfunded $ 400,000 -$ 400,000 $
-$
-$
-$
Total Revenue $ 400,000 -$ 400,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
104 of 116 T9 - El Toro TSSP
PROJECT NUMBER/NAME: 31T10
PROJECT NAME: Active Transportation Plan
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: LFTM
PURPOSE:

Strategic Plan Initiative: N/A
Asset Management Condition: N/A - Development of a Transportation Plan Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

PROJECT DESCRIPTION:

This Active Transportation Plan will involve developing strategies to improve walking, cycling, and other non-motorized transportation options. The preparation includes assessing current infrastructure, identifying gaps, engaging the community for input, setting goals for accessibility and safety, and creating a framework for future investments in active transportation networks. This plan aims to enhance mobility, reduce traffic congestion, and promote healthier lifestyles.

Several grant fund opportunities require Cities to have Active Transportations Plans to qualify.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction
Miscellaneous
Contingency
Total Estimate -$ -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
General Fund -$ -$ -$ $ - $ -
Total Revenue -$ -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design $ 200,000 $ 200,000
Design $ -
Const. Support $ -
Construction $ -
Miscellaneous $ -
Contingency $ -
Total Estimate $ 200,000 -$ 200,000 $
FY FY
2030/31 2031/32
General Fund $ 200,000 -$ 200,000 $
-$
-$
-$
Total Revenue $ 200,000 -$ 200,000 $

PROJECT

ESTIMATE

PRIOR YEAR FUNDING
None

CURRENT AND FUTURE FUNDING
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
106 of 116 T10- Active Transportation Plan
PROJECT NUMBER/NAME: 25T03
PROJECT NAME: Bake Parkway and Rockfield Traffic Signal Synchronization Program RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

Asset Management Condition:

PROJECT DESCRIPTION:

The Bake Parkway and Rockfield Boulevard Traffic Signal Synchronization Project (TSSP) would update traffic signal coordination timing and communication, in addition to other and traffic signal infrastructure (i.e. video detection, CCTV, controller upgrades, fiber interconnect, etc.) hardware for the traffic signals between Lake Forest Drive and Rue de Fortuna, and between Centre and Los Alisos Boulevard (respectively) within the Cities of Lake Forest and Irvine. on Irvine Blvd - Trabuco Road from Irvine to Lake Forest. The City has 10 traffic signals on this Bake Parkway corridor and nine traffic signals on Rockfield Boulevard corridor. and the The total estimated project cost for these signals are $1,695,400. If the City receives funding, OCTA will pay 80% of the costs and the cities of Lake Forest and Irvine will pay the remaining 20% for the signals in their respective jurisdictions ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project
107 of 116 T11 - Bake Rockfield TSSP

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 355,000
Miscellaneous $ 15,000
Contingency
Total Estimate $ 370,000 -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
South Coast Air
Quality Management
District Fund
(SCAQMD) $ 370,000 -$ -$ $ - $ -
Total Revenue $ 370,000 -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design -$ $ -
Design $ -
Const. Support $ -
Construction $ 355,000
Miscellaneous $ 15,000
Contingency $ -
Total Estimate -$ -$ 370,000 $
FY FY
2030/31 2031/32
South Coast Air
Quality Management
District Fund
(SCAQMD) -$ -$ 370,000 $
-$
-$
-$
Total Revenue -$ -$ 370,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
Carried forward from 2023-2030 CIP Book

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
108 of 116 T11 - Bake Rockfield TSSP
PROJECT NUMBER/NAME: 24T08
PROJECT NAME: Second left-turn Lanes in All Directions at the Intersection of Los Alisos and RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

Asset Management Condition:

PROJECT DESCRIPTION:

This Foothill Circulation Phasing Program (FCPP) project consists of widening, median modifications and restriping to provide a second left-turn lane for each of the four approach legs. It requires approximately 7,200 square feet of additional right-of-way and widening of the bridge over Aliso Creek. This project requires coordination with the City of Mission Viejo
ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location
109 of 116 T12 - Los Alisos & Muirlands

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design
Const. Support
Construction $ 3,000,000
Miscellaneous
Contingency $ 300,000
Total Estimate 3,300,000 $ -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Foothill Circulation
Phasing Plan Capital
Projects Fund
(FCPP) $ 3,300,000 -$ -$ $ - $ -
Total Revenue 3,300,000 $ -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design -$ $ -
Design $ -
Const. Support $ -
Construction $ 3,000,000
Miscellaneous $ -
Contingency $ 300,000
Total Estimate -$ -$ 3,300,000 $
FY FY
2030/31 2031/32
Foothill Circulation
Phasing Plan Capital
Projects Fund
(FCPP) -$ -$ 3,300,000 $
-$
-$
-$
Total Revenue -$ -$ 3,300,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
Carried forward from 2023-2030 CIP Book - $374k for Design and Acquisition R/W

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
110 of 116 T12 - Los Alisos & Muirlands
PROJECT NUMBER/NAME: 24T09
PROJECT NAME: Meadows Traffic Improvements: Bake / Toledo RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE: This project would promote improved traffic flow and safety.

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

Asset Management Condition:

PROJECT DESCRIPTION:

The Bake Parkway/Toledo Way Intersection improvements would widen Bake Parkway and Toledo Way to create dual left-turns in three of the four directions. This project is for the design and right-of-way phases of the project. The Development Agreement for the Meadows site included funding for traffic improvements at two intersections. It is dependent on the City's collection of a developer fee.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location
111 of 116 T13 - Bake Toledo

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 90,000
Const. Support
Construction $ 1,900,000
Miscellaneous
Contingency $ 190,000
Total Estimate 2,180,000 $ -$ -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Meadows Traffic
Improvement
Program Fund
(MTIP) $ 2,180,000 -$ -$ $ - $ -
Total Revenue 2,180,000 $ -$ -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design -$ $ -
Design $ 90,000
Const. Support $ -
Construction $ 1,900,000
Miscellaneous $ -
Contingency $ 190,000
Total Estimate -$ -$ 2,180,000 $
FY FY
2030/31 2031/32
Meadows Traffic
Improvement
Program Fund
(MTIP) -$ -$ 2,180,000 $
-$
-$
-$
Total Revenue -$ -$ 2,180,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
Carried forward from 2023-2030 CIP Book - $388k for Design and Acquisition R/W

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
112 of 116 T13 - Bake Toledo
PROJECT NUMBER/NAME: 22T03
PROJECT NAME: Bake Pwky/Jeronimo Widening Improvements
RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

Asset Management Condition:

PROJECT DESCRIPTION:

The Bake/Jeronimo intersection project, identified in both LFTM and NITM programs, adds a second northbound leftturn lane from Bake to Jeronimo. In addition, Irvine has proposed a substitute improvement to adding a second westbound left-turn lane (from Jeronimo to Bake) and additional widening to accommodate bike lanes for Jeronimo, in place of the recommended NITM improvement. Irvine is acting as the lead agency for this project and will contribute one hundred percent (100%) of costs for preliminary engineering, final design, right-of-way, and construction phases of the second westbound left-turn lane and additional widening to accommodate bike lanes for Jeronimo, as this would be a substitute NITM Program improvement.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location
113 of 116 T14 - Bake Jeronimo

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design $ 150,000
Const. Support
Construction $ 630,000
Miscellaneous
Contingency -$ 65,000 $
Total Estimate $ 150,000 $ 695,000 -$ $ - $ -

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Lake Forest Traffic
Mitigation Fund
(LFTM) $ 150,000 $ 695,000 -$ $ - $ -
Total Revenue $ 150,000 $ 695,000 -$ $ - $ -
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design -$ $ -
Design $ 150,000
Const. Support $ -
Construction $ 630,000
Miscellaneous $ -
Contingency $ 65,000
Total Estimate -$ -$ 845,000 $
FY FY
2030/31 2031/32
Lake Forest Traffic
Mitigation Fund
(LFTM) -$ -$ 845,000 $
-$
-$
-$
Total Revenue -$ -$ 845,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
Carried forward from 2021-2028 CIP Book - $332k for Design and Acquisition R/W

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
114 of 116 T14 - Bake Jeronimo
PROJECT NUMBER/NAME: 22T07
PROJECT NAME: Widening/Realignment of Jeronimo at El To9ro Rd RESPONSIBLE DEPARTMENT: Public Works (Traffic)
CATEGORY: Traffic Improvements
PURPOSE:

Strategic Plan Initiative: N/A
Strategic Plan Goal: A. Our Livable City is well planned, attractive, and safe.

Strategic Plan Priority Area: 1. Well Planned: Purposeful direction in land use and transportation planning.

Strategic Plan Strategy: a) Prioritize Initiatives to reduce traffic congestion, improve mobility and manage on-street parking.

Asset Management Condition:

PROJECT DESCRIPTION:

This Foothill Circulation Phasing Program (FCPP) project consists of widening Jeronimo north and south of El Toro to correct an existing misalignment of the through lanes. A Right of Way acquisition of approximately 4,750 SF and construction of a retaining wall along the northwest corner of Jeronimo would be required to accommodate the widening.

Eastbound and westbound El Toro Road would be restriped for an additional left-turn lane in each direction.

ESTIMATED ANNUAL COST IMPACT OF PROJECT ON CITY OPERATING BUDGET:

Project Location
115 of 116 T15 - Jeronimo El Toro

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Acquisition R/W
Pre-Design
Design 50,000 $
Const. Support 25,000 $
Construction 300,000 $
Miscellaneous
Contingency 30,000 $
Total Estimate 405,000 $ - $ - $ - $ - $

FY FY FY FY FY
2025/26 2026/27 2027/28 2028/29 2029/30
Foothill Circulation
Phasing Plan Capital
Projects Fund
(FCPP) 405,000 $ - $ - $ - $ - $
Total Revenue 405,000 $ - $ - $ - $ - $
FY FY
2030/31 2031/32
Acquisition R/W $ -
Pre-Design - $ $ -
Design $ 50,000
Const. Support $ 25,000
Construction $ 300,000
Miscellaneous $ -
Contingency $ 30,000
Total Estimate - $ - $ 405,000 $
FY FY
2030/31 2031/32
Foothill Circulation
Phasing Plan Capital
Projects Fund
(FCPP) - $ - $ 405,000 $
$ -
$ -
$ -
Total Revenue - $ - $ 405,000 $

CURRENT AND FUTURE FUNDING

PRIOR YEAR FUNDING
Carried forward from 2021-2028 CIP Book - $410k for Design and Acquisition R/W

PROJECT

ESTIMATE
Funding Source

PROJECT

ESTIMATE TOTAL
Funding Source TOTAL
116 of 116 T15 - Jeronimo El Toro

CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/29/2025
DEPARTMENT: Finance
SUBJECT:

PROPOSED 2025-2027 OPERATING BUDGET AND PROPOSED 2025-2032

FINANCIAL FORECAST
RECOMMENDED ACTION(S):

1. Receive a presentation on Proposed 2025-2027 Operating Budget and Proposed 2025-2032 Financial Forecast.

2. Review, revise or provide direction to finalize the proposed financial planning documents.

EXECUTIVE SUMMARY:

The City’s Financial Management and Budgetary Policy requires the City Manager to present a proposed budget to the City Council every two years, with adoption by June 30 in each odd-numbered year. The budget serves as the City’s financial plan, guiding how resources are allocated, services are delivered, and priorities are funded. This report provides a summary of the City’s key financial planning documents: the Proposed 2025–2027 Operating Budget (Attachment 1), the Proposed Fund Balance sheets for Fiscal Year 2025-26 (Attachment 2), and Fiscal Year 2026-27 (Attachment 3) and the Seven Year Financial Forecast (Attachment 4). These documents reflect the City’s long-term fiscal outlook, including revenue estimates and cost estimates.

Staff is requesting City Council direction on the Proposed Operating Budget and Financial Forecast. Staff will continue to update revenue and cost estimates as new information becomes available or based on additional Council input.

DISCUSSION:

Proposed 2025-2027 Operating Budget
The Proposed 2025–2027 Operating Budget maintains all municipal services at current levels and continues to support programs that reflect the priorities of Lake Forest residents.

Total revenue is estimated at $85.2 million in Fiscal Year 2025–26 and $85.0 million in Fiscal Year 2026–27. Total cost estimates are $94.3 million and $86.3 million, respectively.

For the General Fund, revenue is projected at $69.1 million in Fiscal Year 2025– 26 and $70.6 million in Fiscal Year 2026–27. General Fund cost estimates are $64.3 million and $66.2 million, respectively.

The Proposed Operating Budget is balanced in both years without requiring the use of General Fund reserves.

Table 1: Revenues by Fund
Fund Name FY 2025-26 FY 2026-27
General 69,105,500 70,598,200
Low and Moderate Income Housing Asset 55,000 57,000
State Gas Tax HUTA 2,492,500 2,437,400
State GAS Tax RMRA 2,320,400 2,269,800
SCAQMD AB2766 Subvention 127,000 112,700
Measure M2 Local Fair Share 2,011,100 2,062,800
Measure M2 Senior Mobility 116,900 119,900
Supplemental Law Enforcement Services 300,000 300,000
Solid Waste 1,420,620 1,420,620
Beverage Recycling 21,000 21,000
Certified Access Specialist CASP 5,000 5,000
Permanent Local Housing Allocation 145,300 -
Community Development Block Grant 1,121,110 1,180,000
City Facilities Improvement 2,250,000 2,300,000
City Facilities Capital Improvement 2,160,400 1,200,000 Lake Forest Traffic Mitigation 475,000 380,000
Foothill Circulation Phasing Plan 1,018,000 511,000
Park Development 23,100 -
TOTAL 85,167,930 84,975,420
Table 2: Expenditures by Fund
Fund Name FY 2025-26 FY 2026-27
General 64,285,800 66,231,800
General Fund CIP Projects 5,450,000 6,134,000
Infrastructure Fund 3,100,000 1,640,000
Neighborhood Park Improvement Fund 840,000 1,000,000
Low and Moderate Income Housing Asset 203,000 129,500
State Gas Tax HUTA 2,791,900 2,400,200
State GAS Tax RMRA 3,025,000 2,200,000
Fund Name FY 2025-26 FY 2026-27
SCAQMD AB2766 Subvention 370,000 -
Measure M2 Local Fair Share 2,100,000 2,101,000
Measure M2 Senior Mobility 195,700 214,200
Supplemental Law Enforcement Services 601,000 550,000
Solid Waste 1,420,620 1,420,620
Beverage Recycling 21,000 21,000
Certified Access Specialist CASP 5,000 5,000
Permanent Local Housing Allocation 463,200 -
Community Development Block Grant 1,121,110 1,180,000
Lake Forest Traffic Mitigation 1,126,100 1,095,000
Foothill Circulation Phasing Plan 4,655,000 10,000
Meadows Traffic Improvement 2,180,000 -
Park Development 320,000 -
TOTAL 94,274,430 86,332,320
Table 3: General Fund Revenues
Revenue Type FY 2025-26 FY 2026-27
Taxes 55,256,800 57,191,500
Intergovernmental 435,000 460,000
Licenses and Permits 1,936,300 1,670,200
Charges for Current Services 3,223,400 3,110,300
Developer Contributions 93,000 38,000
Fines, Forfeitures, and Penalties 790,000 790,000
Use of Money and Property 7,091,000 7,058,200
Other Revenues 280,000 280,000
TOTAL 69,105,500 70,598,200
Table 4: General Fund Expenditures
Expenditure Major Program Area FY 2025-26 FY 2026-27
Legislative 381,700 452,000
Management and Support 10,850,000 10,662,900
Public Safety 24,825,900 26,642,000
Infrastructure Maintenance Service 12,716,600 12,695,100 Planning, Engineering, Building and Safety 6,883,300 6,808,400 Transportation 509,600 702,300
Environmental Services 1,206,400 1,212,900
Culture, Leisure, & Recreation 5,256,200 5,171,100
Community Vitality & Engagement 1,656,100 1,885,100
Total 64,285,800 66,231,800
Proposed 2025-2032 General Fund Financial Forecast
The Proposed 2025–2032 General Fund Financial Forecast (“Forecast”) provides a long-range view of the City’s financial position by presenting historical revenue and cost data for the past four fiscal years, the amended budget for the current year, proposed budget levels for the next two years, and projected estimates for the following five years.

The Forecast reflects a balanced General Fund outlook across all seven years, based on current revenue and cost projections.

Next Steps – Risk Based Reserves
The City’s Financial Management and Budgetary Policy outlines reserve level standards for significant funds, recognizing that healthy reserves are a key component of sound financial management and an important factor in external assessments of the City’s fiscal strength.

The policy requires a biannual risk analysis to support development of the operating budget and to guide adoption of the Target General Fund Reserve and Total Minimum Reserve by City Council resolution. Staff is finalizing this analysis and anticipates bringing forward formal recommendations at the June 3, 2025, City Council meeting. Based on current projections, the Target General Fund Reserve is expected to be fully met.

In addition, minimum reserve levels are also established for the Gas Tax Highway Users Tax Allocation Fund (“HUTA”) and the Measure M2 Local Fair Share Fund. The City Manager is also required to provide updates on the City’s Pension Employer Contribution Stabilization Trust Fund (“Pension Trust Fund”) and the Other Post-Employment Benefits Trust Fund (“OPEB Trust Fund”) as part of the budget process. Staff is completing the related analysis and will include recommendations on these items at the June 3, 2025 meeting.

Conclusion
At the June 3, 2025, City Council meeting, staff will present the following items in coordination with the Proposed Operating Budget:
• 2025 Strategic Plan Update
• 2025 General Fund Reserve Risk Analysis
• 2025-2032 Master Financial Plan and Financial Forecast • 2025-2032 Capital Improvement Plan
• Fiscal Year 2025-26 Fund Balance Summary
• Fiscal Year 2026-27 Fund Balance Summary
• Classification and Compensation Study
This coordinated presentation is intended to provide the City Council with a comprehensive understanding of the City’s financial condition and priorities as it considers adoption of the 2025–2027 Operating Budget.

FISCAL IMPACT:

There is no fiscal impact associated with conducting the budget workshop or providing feedback to staff on the documents presented in this report. Any potential fiscal impact resulting from the adoption of the financial planning documents—including the Proposed 2025–2027 Operating Budget, Proposed 2025–2032 Capital Improvement Plan, and Proposed 2025–2032 Financial Forecast—will be determined based on the final versions presented for City Council consideration on June 3, 2025.

ATTACHMENTS:

1. Proposed 2025-2027 Operating Budget

2. Proposed Fund Balance Fiscal Year 2025-26

3. Proposed Fund Balance Fiscal Year 2026-27

4. Seven Year Financial Forecast
Initiated By: John Meza, Management Analyst
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager

ATTACHMENT
1 City of Lake-Forest
2025-2027 Operating Budget
Proposed Version - 4/29/2025
City of Lake Forest | 2025-2027 Operating Budget Page 1

TABLE OF CONTENTS
Program Financial Summaries 5
Summary of Revenues and Expenditures - All Programs 6
General Fund Summary of Revenues and Expenses - All Programs 10 Legislative 25
City Council 28
Community Services Commission 30
Traffic and Parking Commission 32
Planning Commission 34
City Council Support 36
Elections 38
Management and Support 40
City Manager 44
City Clerk's Office 48
City Clerk 52
Records Management 56
Legal Services 58
Human Resources 60
Information Technology 64
Information Technology Operations 67
Information Technology Applications 70
Information Technology GIS 72
Audio-Visual 74
Finance 76
Financial Planning and Budget 80
Accounting and Payroll 82
Treasury 84
Purchasing 86
Risk Management 88
Fleet Services 90
Interdepartmental 92
Debt Service 94
Public Safety 96
Law Enforcement 99
Community Outreach 102
Animal Regulation 104
Parking Enforcement 106
Streetlights 108
Emergency Preparedness 110
Crossing Guards 112
Infrastructure Maintenance Services 114
Infrastructure Maintenance Support 118
Street Maintenance Services 120
Parks Maintenance Services 124
City of Lake Forest | 2025-2027 Operating Budget Page 2 Facilities Maintenance Services 127
Medians and Parkways Services 130
Slope and Open Space Management 132
Urban Forestry Management 134
Street Sweeping Services 136
Storm Drain Maintenance Services 138
Bus Shelter Operations 140
Planning, Engineering, Building and Safety 142
Community Development 145
Planning Support 149
Current Planning Services 151
Advanced Planning Services 153
Building and Safety Services 155
Community Preservation 157
Engineering and Inspection 160
Engineering Support 163
Engineering Services 165
Inspection Services 167
Transportation 169
Transportation Planning 173
Signal Maintenance Services 175
Traffic Operations 177
Traffic Safety 181
Environmental Services 183
Trash and Recycling Services 187
C&D Waste Reduction Recycling 189
Organic Waste Recycling 191
Beverage Waste Recycling 193
NPDES Stormwater Program 195
Culture, Leisure, and Recreation 197
Community Services Support 201
Community Events 203
Senior Center 205
Performing Arts Center 207
Community Center 209
Recreation Programming 211
Sports Park 213
Skate Park 215
Special Needs Programming 218
Community Vitality and Engagement 221
Communications and Marketing 226
Lake Forest TV 230
Economic Development 232
Affordable Housing 234
Housing Authority 236
Community Development Block Grant (CDBG) 240
Senior Mobility Program 240
Community Promotion 242
Lake Forest Academy 245
City of Lake Forest | 2025-2027 Operating Budget Page 3 Community Emergency Response Team (CERT) 255
Sheriff's Team of Active Retired Seniors (STARS) 248
Explorers Program 250
Performing Arts Center Advisory 252
4th of July Committee 253
Senior Advisory 255
Volunteers in Parks 257
Fund Summaries 259
General Fund - Fund Group 260
General Fund Operating Fund 262
Capital Improvement Projects Fund 266
Infrastructure Fund 267
Neighborhood Park Fund 268
Special Revenue Fund Group 269
Low and Moderate Income Housing Asset Fund 271
Gas Tax Fund (HUTA) 272
Gas Tax Road Maintenance and Rehabilitation Account Fund (RMRA SB1) 273 South Coast Air Quality Management District Fund (SCAQMD) 274 Measure M2 Local Fair Share Fund 275
Measure M2 Senior Mobility Fund 276
Supplemental Law Enforcement Services Fund 277
Beverage Recycling Fund 278
Certified Access Specialist Fund (CASp) 279
Permanent Local Housing Allocation Program Fund 280
Community Development Block Grant Fund (CDBG) 281
Capital Projects Fund Group 282
Community Facilities Fees Fund 283
Park Development Fund 284
Lake Forest Traffic Mitigation Fund 285
Foothill Circulation Phasing Plan Fund 286
Meadows Traffic Improvements Fund 287
City of Lake Forest | 2025-2027 Operating Budget Page 4

PROGRAM FINANCIAL SUMMARIES
City of Lake Forest | 2025-2027 Operating Budget Page 5 Summary of Expenditures and Revenues - All Operating Budget Programs Program Expenditures by Funding Source
General $59,060,656 $65,978,993 $64,285,800 $66,231,800 General Fund CIP Projects $587,173 $6,079,680 $5,450,000 $6,134,000 Infrastructure Reserve $252,628 $0 $3,100,000 $1,640,000 Neighborhood Park Reserve $119,833 $2,166,964 $840,000 $1,000,000 Low and Moderate Income Housing Asset $78,341 $758,300 $203,000 $129,500 State Gas Tax HUTA $2,146,887 $3,353,865 $2,791,900 $2,400,200 State GAS Tax RMRA $58,328 $6,204,330 $3,025,000 $2,200,000 SCAQMD AB2766 Subvention $29,924 $576,015 $370,000 $0
Measure M2 Local Fair Share $1,480,083 $6,401,150 $2,100,000 $2,101,000 Measure M2 Senior Mobility $84,040 $175,495 $195,700 $214,200 Supplemental Law Enforcement Services $147,691 $700,000 $601,000 $550,000 C&D Waste Reduction Recycling $43,768 $74,159 $0 $0
Beverage Recycling $20,188 $44,749 $21,000 $21,000
Certified Access Specialist CASP $1,000 $5,000 $5,000 $5,000 Permanent Local Housing Allocation Program $379,543 $746,828 $463,200 $0 Community Development Block Grant $642,845 $1,124,027 $1,121,110 $1,180,000 Solid Waste and Recycling Agreement $0 $1,420,620 $1,420,620 Community Facilities Fees $31,495 $439,266 $0 $0
Lake Forest Traffic Mitigation $1,177,686 $7,799,843 $1,126,100 $1,095,000 Foothill Circulation Phasing Plan $310,202 $4,437,295 $4,655,000 $10,000 Meadows Traffic Improvement $38,036 $2,214,637 $2,180,000 $0 Park Development $553,971 $1,313,572 $320,000 $0
Total: $67,244,317 $110,594,168 $94,274,430 $86,332,320 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 6 Program Expenditures by Category
Budgeted Program Expenditures by Category
Millions
Debt Service
Membership and Development
Capital Outlays
Strategic Items Budget
Supplies, Materials and Other
Capital Improvement Plan
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$20
$40
$60
$80
$100
Expense Objects
Personnel Services $15,809,878 $13,906,650 $14,534,500 $15,143,400 Contractual Services $44,101,482 $53,208,341 $50,860,030 $52,169,420 Membership and Development $256,355 $491,857 $557,300 $550,300 Supplies, Materials and Other $1,613,494 $2,639,148 $2,374,300 $2,382,500 Capital Outlays $456,732 $2,404,767 $1,190,200 $701,700 Capital Improvement Plan $4,990,640 $37,926,405 $23,561,100 $14,525,000 Debt Service $15,736 $17,000 $0 $0
Strategic Items Budget $0 $1,197,000 $860,000
Total Expense Objects: $67,244,317 $110,594,168 $94,274,430 $86,332,320 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 7 Revenue by Fund
General $69,220,084 $66,658,450 $69,105,500 $70,598,200 Low and Moderate Income Housing Asset $72,621 $85,800 $55,000 $57,000 State Gas Tax HUTA $2,449,828 $2,492,354 $2,492,500 $2,437,400 State GAS Tax RMRA $2,506,758 $2,234,785 $2,320,400 $2,269,800 SCAQMD AB2766 Subvention $146,529 $112,700 $127,000 $112,700 Measure M2 Local Fair Share $2,169,283 $2,107,419 $2,011,100 $2,062,800 Measure M2 Senior Mobility $109,496 $125,495 $116,900 $119,900 Supplemental Law Enforcement Services $250,939 $290,000 $300,000 $300,000 C&D Waste Reduction Recycling $52,861 $54,923 $0 $0
Beverage Recycling $22,119 $21,000 $21,000 $21,000
Certified Access Specialist CASP $5,780 $5,000 $5,000 $5,000 Permanent Local Housing Allocation Program $942,814 $189,521 $145,300 $0 Community Development Block Grant $661,502 $1,124,027 $1,121,110 $1,180,000 Solid Waste and Recycling Agreement $0 $1,420,620 $1,420,620 Community Facilities Fees $475,392 $2,000,000 $2,250,000 $2,300,000 Lake Forest Traffic Mitigation $442,114 $2,432,200 $475,000 $380,000 Foothill Circulation Phasing Plan $1,236,409 $1,100,000 $1,018,000 $511,000 Park Development $311,783 $23,100 $23,100 $0
Capital Improvement
City Facilities Capital Improvement $3,567,077 $1,200,000 $2,160,400 $1,200,000 Total Capital Improvement: $3,567,077 $1,200,000 $2,160,400 $1,200,000 Total: $84,643,390 $82,256,774 $85,167,930 $84,975,420
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 8 Revenues by Source Category
Revenue Source
Taxes $53,007,590 $53,197,550 $55,256,800 $57,191,500
Intergovernmental $10,215,290 $9,024,190 $9,000,310 $8,877,900 Licenses and Permits $1,580,298 $1,799,500 $1,936,300 $1,670,200 Charges for Current Services $3,373,321 $3,901,400 $3,223,400 $3,110,300 Developer Contributions $4,181,255 $4,489,000 $5,396,400 $4,079,000 Fines, Forfeiture, and Penalties $473,787 $680,000 $790,000 $790,000 Use of Money and Property $10,998,576 $6,880,800 $7,834,100 $7,523,900 Other Revenues $813,273 $2,284,334 $1,730,620 $1,732,620 Total Revenue Source: $84,643,390 $82,256,774 $85,167,930 $84,975,420 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 9 Summary of Expenditures and Revenues General Fund
Expenditures by Program
Budgeted Expenditures by Program
Millions
Legislative
Transportation
Environmental Services
Community Vitality & Engagement
Culture, Leisure, & Recreation
Planning, Engineering, Building and Safety
Management and Support
Infrastructure Maintenance Services
Public Safety
FY2024FY2025FY2026FY2027
$0
$20
$40
$60
$80
Expenditures
Legislative
City Council
Personnel Services $45,395 $46,650 $47,300 $47,300
Membership and Development $7,240 $38,500 $38,500 $38,500 Supplies, Materials and Other $1,730 $5,350 $3,300 $3,300 Total City Council: $54,365 $90,500 $89,100 $89,100
Community Services Commission
Personnel Services $2,849 $3,940 $7,700 $7,700
Membership and Development $0 $5,300 $1,000 $1,000
Supplies, Materials and Other $592 $2,600 $1,100 $1,100 Total Community Services Commission: $3,441 $11,840 $9,800 $9,800 Traffic and Parking Commission
Personnel Services $4,850 $7,680 $7,700 $7,700
Membership and Development $0 $5,000 $1,000 $1,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 10 Supplies, Materials and Other $788 $3,000 $1,100 $1,100 Total Traffic and Parking Commission: $5,637 $15,680 $9,800 $9,800 Planning Commission
Personnel Services $5,941 $7,680 $7,700 $7,700
Membership and Development $0 $5,000 $1,000 $1,000
Supplies, Materials and Other $10,926 $11,545 $12,100 $12,100 Total Planning Commission: $16,866 $24,225 $20,800 $20,800 City Council Support
Personnel Services $94,017 $102,600 $53,600 $56,300
Contractual Services $0 $650 $0 $0
Membership and Development $81,138 $86,937 $90,800 $90,800 Supplies, Materials and Other $42,683 $65,050 $55,000 $55,000 Total City Council Support: $217,838 $255,237 $199,400 $202,100 Elections
Personnel Services $40,637 $39,100 $36,300 $38,000
Contractual Services $10,000 $56,850 $11,500 $77,400
Supplies, Materials and Other $0 $11,850 $5,000 $5,000
Total Elections: $50,637 $107,800 $52,800 $120,400
Total Legislative: $348,785 $505,282 $381,700 $452,000
Management and Support
City Manager
Personnel Services $1,011,319 $1,046,700 $1,046,800 $1,101,100 Contractual Services $4,506 $197,900 $160,000 $181,000
Membership and Development $12,033 $20,960 $31,300 $27,500 Supplies, Materials and Other $5,845 $10,125 $7,600 $7,600 Strategic Items Budget $0 $70,000 $95,000
Total City Manager: $1,033,703 $1,275,685 $1,315,700 $1,412,200 City Clerk
Personnel Services $313,388 $361,200 $432,100 $447,700
Contractual Services $20,150 $44,600 $65,500 $63,000
Membership and Development $7,654 $16,235 $17,400 $17,500 Supplies, Materials and Other $2,563 $10,700 $3,600 $3,600 Strategic Items Budget $0 $3,000 $3,000
Total City Clerk: $343,755 $432,735 $521,600 $534,800
Records Management
Personnel Services $150,770 $194,000 $162,300 $169,700
Contractual Services $34,274 $101,690 $105,500 $85,500
Membership and Development $125 $1,250 $1,300 $1,200
Supplies, Materials and Other $746 $1,600 $1,000 $1,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 11 Total Records Management: $185,915 $298,540 $270,100 $257,400 Legal Services
Contractual Services $857,174 $1,246,000 $1,200,000 $1,200,000 Total Legal Services: $857,174 $1,246,000 $1,200,000 $1,200,000 Human Resources
Personnel Services $479,442 $467,400 $332,100 $348,900
Contractual Services $27,507 $101,600 $88,200 $120,700
Membership and Development $25,972 $45,600 $31,500 $31,500 Supplies, Materials and Other $6,809 $27,225 $7,600 $7,600 Capital Outlays $265 $0 $0 $0
Strategic Items Budget $0 $15,000 $26,000
Total Human Resources: $539,995 $641,825 $474,400 $534,700 IT Operations
Personnel Services $220,832 $200,600 $275,300 $288,500
Contractual Services $647,552 $904,715 $757,200 $771,200 Membership and Development $1,518 $5,000 $5,200 $5,200
Supplies, Materials and Other $16,371 $45,775 $23,500 $20,900 Capital Outlays $98,105 $217,405 $236,000 $81,000
Debt Service $14,836 $17,000 $0 $0
Strategic Items Budget $0 $260,000 $30,000
Total IT Operations: $999,214 $1,390,495 $1,557,200 $1,196,800 IT Applications
Personnel Services $108,755 $169,200 $168,000 $176,400
Contractual Services $272,520 $318,690 $399,700 $380,900 Membership and Development $0 $7,800 $7,800 $7,800
Supplies, Materials and Other $8,470 $19,900 $17,000 $17,300 Total IT Applications: $389,745 $515,590 $592,500 $582,400 GIS
Personnel Services $73,941 $118,900 $17,800 $18,600
Contractual Services $59,638 $85,800 $163,000 $163,000
Membership and Development $314 $4,000 $4,000 $4,000
Supplies, Materials and Other $300 $525 $300 $300
Total GIS: $134,193 $209,225 $185,100 $185,900
Audio Visual
Personnel Services $165,037 $170,500 $142,300 $148,800
Contractual Services $131,796 $129,000 $110,300 $130,300 Membership and Development $90 $100 $100 $100
Supplies, Materials and Other $1,496 $8,200 $2,500 $2,500 Capital Outlays $36,588 $20,000 $8,000 $55,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 12 Total Audio Visual: $335,006 $327,800 $263,200 $336,700 Financial Planning and Budget
Personnel Services $361,189 $360,000 $389,600 $406,700
Contractual Services $48,239 $205,530 $200,000 $140,000 Membership and Development $14,394 $17,425 $25,600 $27,100 Supplies, Materials and Other $2,385 $12,075 $4,200 $4,200 Strategic Items Budget $0 $160,000 $25,000
Total Financial Planning and Budget: $426,207 $595,030 $779,400 $603,000 Accounting and Payroll
Personnel Services $511,218 $616,800 $639,200 $666,500
Contractual Services $311,404 $470,800 $516,500 $437,200 Membership and Development $9,088 $19,130 $21,000 $23,000 Supplies, Materials and Other $1,940 $9,000 $3,300 $3,300 Total Accounting and Payroll: $833,650 $1,115,730 $1,180,000 $1,130,000 Treasury
Personnel Services $173,666 $163,200 $248,200 $204,000
Contractual Services $145,460 $387,060 $322,500 $318,500 Membership and Development $35 $4,100 $4,900 $4,900
Supplies, Materials and Other $27,702 $83,525 $47,000 $48,000 Total Treasury: $346,862 $637,885 $622,600 $575,400
Purchasing
Personnel Services $90,535 $196,300 $133,000 $165,400
Contractual Services $21,210 $57,000 $20,000 $41,000
Membership and Development $1,653 $7,000 $11,000 $11,000 Supplies, Materials and Other $0 $2,700 $100 $100
Total Purchasing: $113,398 $263,000 $164,100 $217,500
Risk Management
Personnel Services $44,346 $27,300 $0 $0
Contractual Services $996,690 $1,056,099 $1,043,000 $1,172,500 Membership and Development $668 $2,332 $3,300 $3,300
Supplies, Materials and Other $0 $1,000 $0 $0
Total Risk Management: $1,041,704 $1,086,731 $1,046,300 $1,175,800 Fleet Services
Personnel Services $161 $11,800 $42,100 $75,000
Contractual Services $40,487 $125,700 $98,000 $98,000
Supplies, Materials and Other $33,220 $38,000 $40,100 $42,100 Capital Outlays $205,883 $260,000 $180,000 $180,000
Total Fleet Services: $279,750 $435,500 $360,200 $395,100 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 13 Interdepartmental
Personnel Services $4,402,525 $12,000 $78,100 $85,700
Supplies, Materials and Other $49,924 $119,500 $239,500 $239,500 Debt Service $899 $0 $0 $0
Total Interdepartmental: $4,453,348 $131,500 $317,600 $325,200 Total Management and Support: $12,313,618 $10,603,271 $10,850,000 $10,662,900 Public Safety
Law Enforcement
Personnel Services $61,900 $109,500 $108,000 $113,500
Contractual Services $19,628,302 $21,165,763 $22,061,800 $23,925,000 Membership and Development $1,615 $4,550 $5,200 $5,100
Supplies, Materials and Other $16,137 $42,400 $19,700 $19,700 Capital Outlays $1,000 $25,000 $0 $0
Total Law Enforcement: $19,708,954 $21,347,213 $22,194,700 $24,063,300 Community Outreach
Personnel Services $35,652 $31,800 $46,000 $172,800
Contractual Services $69,326 $95,800 $45,400 $45,400
Membership and Development $0 $1,500 $1,500 $1,500
Supplies, Materials and Other $598 $3,800 $2,800 $2,800 Total Community Outreach: $105,577 $132,900 $95,700 $222,500 Animal Regulation
Contractual Services $506,735 $751,920 $600,000 $650,000 Supplies, Materials and Other $0 $5,000 $0 $0
Total Animal Regulation: $506,735 $756,920 $600,000 $650,000 Street Lights
Contractual Services $1,204,734 $1,040,400 $1,250,000 $1,000,000 Membership and Development $2,520 $2,600 $3,000 $3,000
Total Street Lights: $1,207,254 $1,043,000 $1,253,000 $1,003,000 Emergency Preparedness
Personnel Services $73,613 $79,600 $45,000 $47,100
Contractual Services $34,416 $58,000 $41,000 $41,000
Membership and Development $2,864 $7,300 $3,000 $3,000
Supplies, Materials and Other $2,750 $9,200 $3,000 $3,000 Total Emergency Preparedness: $113,643 $154,100 $92,000 $94,100 Crossing Guards
Contractual Services $360,215 $431,600 $408,500 $425,000 Total Crossing Guards: $360,215 $431,600 $408,500 $425,000 Parking Enforcement
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 14 Personnel Services $13,946 $70,600 $105,500 $107,600
Contractual Services $0 $6,000 $8,000 $8,000
Membership and Development $0 $4,500 $4,500 $4,500
Supplies, Materials and Other $3,952 $76,800 $64,000 $64,000 Total Parking Enforcement: $17,898 $157,900 $182,000 $184,100 Total Public Safety: $22,020,276 $24,023,633 $24,825,900 $26,642,000 Infrastructure Maintenance Services
Infrastructure Maintenance Support
Personnel Services $630,744 $696,700 $719,700 $756,100
Contractual Services $7,840 $60,000 $20,000 $20,000
Membership and Development $5,455 $8,000 $8,100 $8,100
Supplies, Materials and Other $3,284 $4,450 $3,500 $3,500 Strategic Items Budget $0 $70,000 $70,000
Total Infrastructure Maintenance Support: $647,323 $769,150 $821,300 $857,700 Street Maintenance Services
Contractual Services $2,198 $2,000 $2,000 $2,000
Membership and Development $325 $700 $3,700 $3,700
Supplies, Materials and Other $1,689 $4,270 $2,300 $2,300 Capital Outlays $0 $227,246 $0 $0
Total Street Maintenance Services: $4,212 $234,216 $8,000 $8,000 Parks Maintenance Services
Personnel Services $223,476 $376,500 $358,200 $376,000
Contractual Services $4,213,499 $4,509,902 $4,443,600 $4,454,300 Membership and Development $4,159 $6,100 $16,200 $18,800 Supplies, Materials and Other $214,302 $309,461 $399,800 $403,400 Capital Outlays $56,197 $340,004 $550,000 $280,000
Total Parks Maintenance Services: $4,711,634 $5,541,967 $5,767,800 $5,532,500 Facilities Maintenance Services
Personnel Services $111,628 $234,200 $382,400 $401,600
Contractual Services $1,204,755 $2,027,375 $2,003,600 $2,168,700 Membership and Development $722 $2,400 $2,500 $2,500
Supplies, Materials and Other $48,121 $101,643 $38,500 $41,600 Capital Outlays $0 $48,000 $62,500 $5,000
Total Facilities Maintenance Services: $1,365,227 $2,413,618 $2,489,500 $2,619,400 Medians and Parkways Services
Personnel Services $25,383 $35,700 $37,800 $39,700
Contractual Services $477,496 $646,304 $474,300 $485,500 Supplies, Materials and Other $126,703 $75,700 $56,900 $59,000 Capital Outlays $0 $0 $30,000 $0
Total Medians and Parkways Services: $629,581 $757,704 $599,000 $584,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 15 Slope and Open Spaces Management
Personnel Services $25,382 $35,700 $37,800 $39,700
Contractual Services $918,441 $970,136 $979,200 $1,004,500 Supplies, Materials and Other $64,192 $139,800 $105,700 $109,300 Capital Outlays $0 $75,000 $75,000 $60,000
Total Slope and Open Spaces Management: $1,008,015 $1,220,636 $1,197,700 $1,213,500 Urban Forestry Management
Personnel Services $31,894 $34,800 $46,300 $48,600
Contractual Services $509,125 $772,866 $795,900 $814,100 Membership and Development $0 $1,425 $1,500 $1,400
Supplies, Materials and Other $50,921 $150,246 $60,600 $60,600 Total Urban Forestry Management: $591,939 $959,337 $904,300 $924,700 Street Sweeping Services
Contractual Services $668,690 $742,005 $742,100 $768,200 Supplies, Materials and Other $0 $500 $0 $0
Total Street Sweeping Services: $668,690 $742,505 $742,100 $768,200 Storm Drains Maintenance Services
Contractual Services $33,578 $115,000 $115,000 $115,000 Total Storm Drains Maintenance Services: $33,578 $115,000 $115,000 $115,000 Bus Shelter Operations
Contractual Services $42,283 $73,500 $71,900 $71,900
Total Bus Shelter Operations: $42,283 $73,500 $71,900 $71,900 Total Infrastructure Maintenance Services: $9,702,482 $12,827,633 $12,716,600 $12,695,100 Planning, Engineering, Building and Safety
Planning Support
Personnel Services $265,228 $288,500 $345,700 $361,100
Contractual Services $1,380 $35,307 $3,100 $1,300
Membership and Development $8,433 $19,880 $24,100 $22,100 Supplies, Materials and Other $5,407 $8,212 $5,900 $5,900 Strategic Items Budget $0 $119,000 $59,000
Total Planning Support: $280,448 $351,899 $497,800 $449,400 Current Planning Services
Personnel Services $594,739 $641,400 $684,600 $714,900
Contractual Services $185,247 $1,121,650 $395,500 $395,500 Membership and Development $3,786 $18,828 $19,600 $17,100 Supplies, Materials and Other $405 $6,750 $900 $900
Total Current Planning Services: $784,178 $1,788,628 $1,100,600 $1,128,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 16 Advanced Planning Services
Personnel Services $235,328 $255,100 $266,400 $279,200
Contractual Services $83,506 $339,110 $100,000 $100,000 Supplies, Materials and Other $0 $400 $0 $0
Total Advanced Planning Services: $318,834 $594,610 $366,400 $379,200 Building and Safety Services
Personnel Services $115,821 $125,600 $119,400 $125,200
Contractual Services $1,039,345 $1,294,700 $1,644,700 $1,594,700 Supplies, Materials and Other $3,284 $9,860 $3,700 $3,700 Total Building and Safety Services: $1,158,450 $1,430,160 $1,767,800 $1,723,600 Community Preservation
Personnel Services $447,340 $721,900 $757,200 $791,900
Contractual Services $46,550 $374,700 $44,200 $44,200
Membership and Development $4,785 $8,870 $17,700 $16,100 Supplies, Materials and Other $5,247 $27,756 $22,100 $17,700 Strategic Items Budget $0 $50,000 $0
Total Community Preservation: $503,922 $1,133,226 $891,200 $869,900 Engineering Support
Personnel Services $288,353 $348,700 $323,800 $338,400
Contractual Services $582 $0 $0 $0
Membership and Development $7,453 $6,650 $12,000 $9,000 Supplies, Materials and Other $1,356 $4,050 $1,800 $1,800 Total Engineering Support: $297,744 $359,400 $337,600 $349,200 Engineering Services
Personnel Services $231,505 $488,100 $528,100 $554,500
Contractual Services $14,023 $144,400 $101,000 $131,000 Membership and Development $8,290 $7,550 $15,000 $13,500 Supplies, Materials and Other $4,125 $4,680 $5,300 $4,300 Total Engineering Services: $257,943 $644,730 $649,400 $703,300 Inspection Services
Personnel Services $243,452 $199,200 $271,900 $284,800
Contractual Services $970,060 $1,000,600 $1,000,600 $920,600 Total Inspection Services: $1,213,513 $1,199,800 $1,272,500 $1,205,400 Total Planning, Engineering, Building and Safety: $4,815,033 $7,502,453 $6,883,300 $6,808,400 Transportation
Transportation Planning
Personnel Services $53,740 $32,900 $56,700 $59,500
Contractual Services $1,710 $293,290 $50,000 $50,000
Total Transportation Planning: $55,450 $326,190 $106,700 $109,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 17 Signal Maintenance Services
Personnel Services $38,916 $65,500 $56,700 $59,500
Contractual Services $77,830 $78,000 $110,400 $110,400
Supplies, Materials and Other $6,704 $15,000 $32,000 $32,000 Total Signal Maintenance Services: $123,450 $158,500 $199,100 $201,900 Traffic Operations
Personnel Services $50,418 $83,300 $86,400 $90,700
Contractual Services $2,872 $15,000 $5,000 $5,000
Membership and Development $4,113 $4,350 $5,500 $5,500
Supplies, Materials and Other $305 $3,350 $200 $200
Total Traffic Operations: $57,709 $106,000 $97,100 $101,400 Traffic Safety
Personnel Services $28,994 $32,900 $56,700 $59,500
Supplies, Materials and Other $0 $200 $0 $0
Strategic Items Budget $0 $50,000 $230,000
Total Traffic Safety: $28,994 $33,100 $106,700 $289,500 Total Transportation: $265,603 $623,790 $509,600 $702,300 Environmental Services
Trash and Recycling Services
Personnel Services $152,392 $184,900 $209,400 $219,300
Contractual Services $308,732 $89,800 $0 $0
Membership and Development $540 $1,600 $0 $0
Supplies, Materials and Other $21,993 $25,100 $0 $0
Total Trash and Recycling Services: $483,657 $301,400 $209,400 $219,300 C&D Waste Reduction Recycling
Personnel Services $16,262 $17,500 $18,200 $19,000
Contractual Services $3,276 $6,000 $6,000 $6,000
Total C&D Waste Reduction Recycling: $19,538 $23,500 $24,200 $25,000 Organic Waste Recycling
Personnel Services $40,575 $35,100 $45,800 $47,900
Total Organic Waste Recycling: $40,575 $35,100 $45,800 $47,900 NPDES Stormwater Program
Personnel Services $288,978 $314,800 $328,600 $343,800
Contractual Services $342,269 $500,600 $551,700 $529,200 Membership and Development $3,686 $6,500 $5,900 $6,900
Supplies, Materials and Other $76,818 $40,080 $40,800 $40,800 Total NPDES Stormwater Program: $711,751 $861,980 $927,000 $920,700 Total Environmental Services: $1,255,521 $1,221,980 $1,206,400 $1,212,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 18 Culture, Leisure, & Recreation
Community Services Support
Personnel Services $177,507 $260,300 $249,800 $258,900
Contractual Services $51,841 $101,550 $60,500 $60,500
Membership and Development $5,202 $22,250 $35,100 $18,400 Supplies, Materials and Other $5,308 $8,145 $5,100 $5,100 Strategic Items Budget $0 $260,000 $180,000
Total Community Services Support: $239,859 $392,245 $610,500 $522,900 Community Events
Personnel Services $169,304 $176,500 $124,200 $127,900
Contractual Services $0 $5,000 $1,000 $1,000
Membership and Development $170 $0 $0 $0
Supplies, Materials and Other $263,457 $356,398 $357,400 $357,400 Capital Outlays $9,995 $0 $0 $0
Total Community Events: $442,925 $537,898 $482,600 $486,300 Senior Center
Personnel Services $373,164 $440,400 $543,600 $552,100
Contractual Services $235 $4,211 $4,200 $4,200
Membership and Development $1,027 $1,975 $4,000 $4,000
Supplies, Materials and Other $115,461 $124,195 $117,400 $117,400 Capital Outlays $0 $0 $5,000 $2,000
Total Senior Center: $489,887 $570,781 $674,200 $679,700 Performing Arts Center
Personnel Services $123,516 $138,500 $176,900 $182,400
Contractual Services $44,352 $55,795 $58,500 $58,500
Supplies, Materials and Other $2,660 $5,900 $3,100 $3,100 Capital Outlays $16,911 $10,000 $15,000 $15,000
Total Performing Arts Center: $187,439 $210,195 $253,500 $259,000 Community Center
Personnel Services $158,331 $265,800 $275,000 $280,600
Contractual Services $67,395 $62,295 $78,000 $78,000
Membership and Development $808 $3,000 $4,000 $4,000
Supplies, Materials and Other $10,895 $12,575 $8,000 $8,000 Capital Outlays $3,654 $2,660 $2,700 $2,700
Total Community Center: $241,082 $346,330 $367,700 $373,300 Recreation Programming
Personnel Services $86,354 $92,700 $113,000 $118,600
Contractual Services $710,690 $759,000 $801,500 $801,500 Supplies, Materials and Other $0 $900 $0 $0
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 19 Capital Outlays $5,150 $0 $0 $0
Total Recreation Programming: $802,194 $852,600 $914,500 $920,100 Sports Park
Personnel Services $661,155 $955,000 $965,500 $981,800
Contractual Services $111,726 $151,123 $203,600 $185,600 Membership and Development $315 $3,370 $4,800 $4,800
Supplies, Materials and Other $30,848 $47,782 $30,500 $30,500 Total Sports Park: $804,043 $1,157,275 $1,204,400 $1,202,700 Skate Park
Personnel Services $478,441 $530,900 $626,100 $643,800
Contractual Services $300 $0 $40,000 $0
Membership and Development $135 $3,100 $3,200 $3,200
Supplies, Materials and Other $64,951 $75,400 $53,100 $53,100 Total Skate Park: $543,827 $609,400 $722,400 $700,100
Special Needs Programming
Personnel Services $28,327 $36,300 $19,400 $20,000
Supplies, Materials and Other $5,638 $8,000 $7,000 $7,000 Total Special Needs Programming: $33,966 $44,300 $26,400 $27,000 Total Culture, Leisure, & Recreation: $3,785,222 $4,721,023 $5,256,200 $5,171,100 Community Vitality & Engagement
Communications and Marketing
Personnel Services $293,149 $508,400 $500,200 $524,100
Contractual Services $98,659 $215,100 $103,500 $202,100 Membership and Development $7,148 $15,260 $16,400 $19,400 Supplies, Materials and Other $153,944 $235,725 $212,100 $212,100 Capital Outlays $5,408 $23,000 $5,000 $5,000
Strategic Items Budget $0 $20,000 $20,000
Total Communications and Marketing: $558,308 $997,485 $857,200 $982,700 Lake Forest TV
Personnel Services $71,640 $32,500 $30,200 $31,800
Contractual Services $11,143 $15,100 $18,900 $19,300
Capital Outlays $0 $0 $5,000 $0
Total Lake Forest TV: $82,783 $47,600 $54,100 $51,100
Economic Development
Personnel Services $189,855 $199,900 $294,900 $305,100
Contractual Services $3,537,209 $2,309,163 $80,000 $155,000 Membership and Development $6,458 $10,930 $8,100 $20,500 Supplies, Materials and Other $19,160 $34,900 $21,600 $21,600 Strategic Items Budget $0 $120,000 $122,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 20 Total Economic Development: $3,752,682 $2,554,893 $524,600 $624,200 Affordable Housing
Personnel Services $54,609 $115,500 $86,500 $90,800
Total Affordable Housing: $54,609 $115,500 $86,500 $90,800 Senior Mobility Program
Personnel Services $18,517 $20,100 $21,500 $22,600
Total Senior Mobility Program: $18,517 $20,100 $21,500 $22,600 Community Promotion
Contractual Services $30,669 $52,000 $34,000 $34,000
Supplies, Materials and Other $25,076 $88,600 $18,000 $18,000 Total Community Promotion: $55,745 $140,600 $52,000 $52,000 Citizens Academy
Supplies, Materials and Other $6,888 $9,500 $10,000 $10,000 Total Citizens Academy: $6,888 $9,500 $10,000 $10,000
CERT
Contractual Services $270 $500 $1,800 $1,300
Membership and Development $28 $0 $3,600 $3,600
Supplies, Materials and Other $6,847 $12,450 $6,000 $6,000 Total CERT: $7,145 $12,950 $11,400 $10,900
STARS
Contractual Services $1,347 $1,400 $2,000 $2,000
Supplies, Materials and Other $9,657 $29,600 $27,800 $29,800 Total STARS: $11,004 $31,000 $29,800 $31,800
Explorers Program
Supplies, Materials and Other $1,003 $5,000 $1,100 $1,100 Total Explorers Program: $1,003 $5,000 $1,100 $1,100
Performing Arts Center Advisory
Supplies, Materials and Other $106 $1,800 $200 $200
Total Performing Arts Center Advisory: $106 $1,800 $200 $200 4th of July Committee
Supplies, Materials and Other $4,738 $7,500 $5,000 $5,000 Total 4th of July Committee: $4,738 $7,500 $5,000 $5,000 Senior Advisory
Supplies, Materials and Other $67 $1,000 $200 $200
Total Senior Advisory: $67 $1,000 $200 $200
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 21 Volunteers in Parks
Supplies, Materials and Other $519 $5,000 $2,500 $2,500 Total Volunteers in Parks: $519 $5,000 $2,500 $2,500
Total Community Vitality & Engagement: $4,554,115 $3,949,928 $1,656,100 $1,885,100 Total Expenditures: $59,060,656 $65,978,993 $64,285,800 $66,231,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 22 Revenue by Program
Revenue
General Revenue
General Revenues $62,194,073 $59,297,550 $61,855,800 $63,726,500 Program Revenues $94,640 $85,000 $93,000 $38,000
Total General Revenue: $62,288,713 $59,382,550 $61,948,800 $63,764,500 Management and Support
City Clerk $12,267 $17,200 $17,000 $18,300
Records Management $23,650 $25,000 $25,000 $25,000
Legal Services $59,055 $0 $230,000 $230,000
IT Operations $18,140 $20,000 $0 $0
Treasury $26,407 $25,000 $20,000 $20,000
Risk Management $5,283 $0 $2,000 $2,000
Total Management and Support: $144,803 $87,200 $294,000 $295,300 Public Safety
Law Enforcement $505 $0 $0 $0
Parking Enforcement $0 $390,000 $550,000 $550,000
Total Public Safety: $505 $390,000 $550,000 $550,000
Infrastructure Maintenance Service
Parks Maintenance Services $5,022 $0 $0 $0
Facilities Maintenance Services $0 $0 $20,000 $20,000
Total Infrastructure Maintenance Service: $5,022 $0 $20,000 $20,000 Planning, Engineering, Building and Safety
Current Planning Services $536,786 $1,066,900 $489,500 $460,000 Building and Safety Services $1,991,577 $1,926,000 $2,005,300 $1,739,200 Community Preservation $85,778 $18,500 $23,000 $23,000
Inspection Services $947,555 $1,300,000 $1,270,000 $1,180,000 Total Planning, Engineering, Building and Safety: $3,561,697 $4,311,400 $3,787,800 $3,402,200 Transportation
Traffic Operations $22,400 $40,000 $23,000 $23,000
Total Transportation: $22,400 $40,000 $23,000 $23,000
Environmental Services
Trash and Recycling Services $599,174 $160,000 $160,000 $160,000 C&D Waste Reduction Recycling $100,938 $105,000 $105,000 $105,000 Total Environmental Services: $700,112 $265,000 $265,000 $265,000 Culture, Leisure, & Recreation
Community Events $29,676 $45,000 $45,000 $45,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 23 Senior Center $22,434 $21,300 $24,900 $28,200
Performing Arts Center $118,841 $120,000 $125,000 $130,000 Community Center $309,134 $252,000 $272,000 $320,000
Recreation Programming $934,828 $899,000 $844,000 $844,000 Sports Park $946,356 $760,000 $781,000 $781,000
Skate Park $119,384 $81,000 $95,000 $95,000
Total Culture, Leisure, & Recreation: $2,480,652 $2,178,300 $2,186,900 $2,243,200 Community Vitality & Engagement
Economic Development $16,180 $0 $28,000 $33,000
Total Community Vitality & Engagement: $16,180 $0 $28,000 $33,000 Infrastructure Maint Service
Urban Forestry Management $0 $4,000 $2,000 $2,000
Total Infrastructure Maint Service: $0 $4,000 $2,000 $2,000 Total Revenue: $69,220,084 $66,658,450 $69,105,500 $70,598,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 24 Legislative
The Legislative program area encompasses the functions performed by the elected and appointed officials of the City. This includes the election of City officials, conducting meetings, and other official activities of the City Council and the City's three commissions.

Legislative Organizational Chart
Legislative
City Council
City Commissions
Community Services
Commission
Senior Advisory Board
Performing Arts Advisory
Board
Planning Commission Traffic and Parking
Commission
Supporting Programs
City Council Support
City Clerk Department
Elections
City Clerk Department
City of Lake Forest | 2025-2027 Operating Budget Page 25 Legislative by Program
Budgeted Expenditures by Program
Millions
Community Services Commission
Traffic and Parking Commission
Planning Commission
City Council
Elections
City Council Support
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
Expenditures
Legislative
City Council $54,365 $90,500 $89,100 $89,100
Community Services Commission $3,441 $11,840 $9,800 $9,800 Traffic and Parking Commission $5,637 $15,680 $9,800 $9,800 Planning Commission $16,866 $24,225 $20,800 $20,800
City Council Support $217,838 $255,237 $199,400 $202,100 Elections $50,637 $107,800 $52,800 $120,400
Total Legislative: $348,785 $505,282 $381,700 $452,000
Total Expenditures: $348,785 $505,282 $381,700 $452,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 26 Legislative by Category
Budgeted Program Expenditures by Category
Millions
Contractual Services
Supplies, Materials and Other
Membership and Development
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
Expense Objects
Personnel Services $193,689 $207,650 $160,300 $164,700
Contractual Services $10,000 $57,500 $11,500 $77,400
Membership and Development $88,378 $140,737 $132,300 $132,300 Supplies, Materials and Other $56,718 $99,395 $77,600 $77,600 Total Expense Objects: $348,785 $505,282 $381,700 $452,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 27 City Council
The City Council serves as elected representatives for Lake Forest residents from five City Council districts. Each City Council member serves for a four-year term. Every year, the City Council elects the Mayor and Mayor Pro-Tempore. As the City's governing body, the City Council establishes local laws and regulations as well as provides policy direction to the appointed staff.

City Council Program by Funding Source
All Funds
General Fund
Personnel Services $45,395 $46,650 $47,300 $47,300
Membership and Development $7,240 $38,500 $38,500 $38,500 Supplies, Materials and Other $1,730 $5,350 $3,300 $3,300 Total General Fund: $54,365 $90,500 $89,100 $89,100
Total All Funds: $54,365 $90,500 $89,100 $89,100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 28 City Council Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.02
$0.04
$0.06
$0.08
$0.1
Expense Objects
Personnel Services
Non Wage Compensation $42,240 $42,500 $42,500 $42,500
Employee Benefits $585 $650 $600 $600
Retirement Benefits $2,570 $3,500 $4,200 $4,200
Total Personnel Services: $45,395 $46,650 $47,300 $47,300 Membership and Development $7,240 $38,500 $38,500 $38,500 Total Membership and Development: $7,240 $38,500 $38,500 $38,500 Supplies, Materials and Other $1,730 $5,350 $3,300 $3,300 Total Supplies, Materials and Other: $1,730 $5,350 $3,300 $3,300 Total Expense Objects: $54,365 $90,500 $89,100 $89,100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 29 Community Services Commission
The City’s Community Services Commission is a decision-making body tasked with reviewing matters related to parks and programming in the city. The Community Services Commission consists of five members appointed by the City Council, with Commissioners serving four-year terms. Typical projects reviewed by the Community Services Commission include proposed changes to parks, enhancements to programming, and special events. The Community Services Commission is also responsible for making recommendations to the City Council as to whether a project or action would be consistent with the goals of the City. The Community Services Commission meets monthly, with meetings open to the public.

Community Services Commission Program by Funding Source All Funds
General Fund
Personnel Services $2,849 $3,940 $7,700 $7,700
Membership and Development $0 $5,300 $1,000 $1,000
Supplies, Materials and Other $592 $2,600 $1,100 $1,100 Total General Fund: $3,441 $11,840 $9,800 $9,800
Total All Funds: $3,441 $11,840 $9,800 $9,800
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 30 Community Services Commission Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.0025
$0.005
$0.0075
$0.01
$0.0125
Expense Objects
Personnel Services
Non Wage Compensation $2,773 $3,540 $7,100 $7,100
Employee Benefits $40 $100 $100 $100
Retirement Benefits $36 $300 $500 $500
Total Personnel Services: $2,849 $3,940 $7,700 $7,700
Membership and Development $0 $5,300 $1,000 $1,000
Total Membership and Development: $0 $5,300 $1,000 $1,000 Supplies, Materials and Other $592 $2,600 $1,100 $1,100 Total Supplies, Materials and Other: $592 $2,600 $1,100 $1,100 Total Expense Objects: $3,441 $11,840 $9,800 $9,800
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 31 Traffic and Parking Commission
This program is comprised of the Traffic and Parking Commission which makes recommendations to the City Council on a variety of issues specific to their focus. Commission members are appointed by the City Council and serve four-year terms. Each commission meets regularly, and all commission meetings are open to the public.

The Traffic and Parking Commission regularly reviews regional traffic signal synchronization projects, traffic improvement projects through developer-funded mitigation programs, annual citywide collision analysis reports, and other neighborhood parking management and traffic safety studies to address community concerns. Overall, the Traffic and Parking Commission plays a crucial role in ensuring the safe, efficient, and sustainable movement of people, cyclists, and vehicles within our community. Their accomplishments and goals contribute to improved traffic and parking management, enhanced public safety, and increased accessibility for all residents and visitors.

Traffic and Parking Commission Program by Funding Source All Funds
General Fund
Personnel Services $4,850 $7,680 $7,700 $7,700
Membership and Development $0 $5,000 $1,000 $1,000
Supplies, Materials and Other $788 $3,000 $1,100 $1,100 Total General Fund: $5,637 $15,680 $9,800 $9,800
Total All Funds: $5,637 $15,680 $9,800 $9,800
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 32 Traffic and Parking Commission Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.0025
$0.005
$0.0075
$0.01
$0.0125
$0.015
$0.0175
Expense Objects
Personnel Services
Non Wage Compensation $4,720 $7,080 $7,100 $7,100
Employee Benefits $68 $100 $100 $100
Retirement Benefits $61 $500 $500 $500
Total Personnel Services: $4,850 $7,680 $7,700 $7,700
Membership and Development $0 $5,000 $1,000 $1,000
Total Membership and Development: $0 $5,000 $1,000 $1,000 Supplies, Materials and Other $788 $3,000 $1,100 $1,100 Total Supplies, Materials and Other: $788 $3,000 $1,100 $1,100 Total Expense Objects: $5,637 $15,680 $9,800 $9,800
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 33 Planning Commission
The City’s Planning Commission is a decision-making body tasked with reviewing matters related to planning and development in the City. The Planning Commission consists of five members which are appointed by the City Council with Commissioners serving four-year terms. Typical projects reviewed by the Planning Commission include applications for new development, proposed changes in zoning or the text of the Zoning Code, as well as review of proposed subdivisions of land. The Planning Commission is also responsible for making recommendations to the City Council as to whether a project or action would be consistent with the General Plan. The Planning Commission meets monthly and meetings are open to the public.

Planning Commission Program by Funding Source
All Funds
General Fund
Personnel Services $5,941 $7,680 $7,700 $7,700
Membership and Development $0 $5,000 $1,000 $1,000
Supplies, Materials and Other $10,926 $11,545 $12,100 $12,100 Total General Fund: $16,866 $24,225 $20,800 $20,800
Total All Funds: $16,866 $24,225 $20,800 $20,800
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 34 Planning Commission Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Personnel Services
Supplies, Materials and Other
FY2024FY2025FY2026FY2027
$0
$0.005
$0.01
$0.015
$0.02
$0.025
$0.03
Expense Objects
Personnel Services
Non Wage Compensation $5,782 $7,080 $7,100 $7,100
Employee Benefits $84 $100 $100 $100
Retirement Benefits $75 $500 $500 $500
Total Personnel Services: $5,941 $7,680 $7,700 $7,700
Membership and Development $0 $5,000 $1,000 $1,000
Total Membership and Development: $0 $5,000 $1,000 $1,000 Supplies, Materials and Other $10,926 $11,545 $12,100 $12,100 Total Supplies, Materials and Other: $10,926 $11,545 $12,100 $12,100 Total Expense Objects: $16,866 $24,225 $20,800 $20,800
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 35 City Council Support
Thy Merritt
Acting City Clerk
The City Clerk’s office provides support to the City Council. This support includes providing legal notification of meetings and hearings; managing the agenda process and attending all meetings of the City Council and Housing Authority. Additional support tasks include providing notice of agenda items; recording, communicating and maintaining the official record of Council legislative actions; and preparing and coordinating certain City Council ceremonial items.

The City Council support program includes memberships to the following organizations: Local Agency Formation Commission, League of California Cities, Southern California Association of Governments, Orange County Council of Governments and the Association of California Cities, Orange County.

City Council Support Program Accomplishments and Goals
2023-2025 Accomplishments
Published 55 public meeting agendas in the FY 2023-25 budget cycle.

Published 20 public hearing notices in the FY 2023-25 budget cycle.

Published 11 City ordinance and second readings in the FY 2023- 25 budget cycle.

Provided Clerk services to the City Council, and Audit Committee. 2025-2027 Goals
Update the City Council policies annually as approved by the City Council.

Establish a City Council policy related to language translation services at public meetings and gatherings.

Procure a system to provide translation services during public meetings.

City Council Support Program by Funding Source
All Funds
General Fund
Personnel Services $94,017 $102,600 $53,600 $56,300
Contractual Services $0 $650 $0 $0
Membership and Development $81,138 $86,937 $90,800 $90,800 Supplies, Materials and Other $42,683 $65,050 $55,000 $55,000 Total General Fund: $217,838 $255,237 $199,400 $202,100 Total All Funds: $217,838 $255,237 $199,400 $202,100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 36 City Council Support Program Summary
Budgeted Program Expenditures by Category
Millions
Contractual Services
Supplies, Materials and Other
Personnel Services
Membership and Development
FY2024FY2025FY2026FY2027
$0
$0.05
$0.1
$0.15
$0.2
$0.25
$0.3
Expense Objects
Personnel Services
Salaries and Wages $71,613 $74,800 $41,000 $43,400
Non Wage Compensation $195 $0 $0 $0
Employee Benefits $15,760 $20,500 $8,300 $8,400
Retirement Benefits $6,448 $7,300 $4,300 $4,500
Total Personnel Services: $94,017 $102,600 $53,600 $56,300 Contractual Services
Professional Services $0 $650 $0 $0
Total Contractual Services: $0 $650 $0 $0
Membership and Development $81,138 $86,937 $90,800 $90,800 Total Membership and Development: $81,138 $86,937 $90,800 $90,800 Supplies, Materials and Other $42,683 $65,050 $55,000 $55,000 Total Supplies, Materials and Other: $42,683 $65,050 $55,000 $55,000 Total Expense Objects: $217,838 $255,237 $199,400 $202,100 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 37 Elections
Thy Merritt
Acting City Clerk
The Elections program administers campaign provisions of the Political Reform Act, as well as manages Federal, State, and local procedures through which local government representatives are selected. This program also assists candidates in meeting their legal responsibilities before, during, and after an election. The City Clerk also acts as the Filing Officer for the Fair Political Practices Commission (FPPC) which regulates the filing of Campaign Disclosure Statements and committee and officeholder Economic Interest Statements.

Elections Program Accomplishments and Goals
2023–2025 Accomplishments
Conducted all tasks associated with the nomination period leading up to the November 5, 2024, General Municipal Election for districts 1 and 5.

Increased voter education to encouraged citizens to participate in the voting process.

Met all legal requirements outlined in the CA Government Code related to the Political Reform Act and elections.
2025-2027 Goals
Conduct all tasks associated with the nomination period leading up to the November 3, 2026, General Municipal Election for districts 2, 3 and 4.

Continue with voter education via social media, encouraging citizens to participate in the election process.

Meet all legal requirements outlined in the CA Government Code related to the Political Reform Act and elections.

Use social media to encourage residents to apply for City commission appointments when openings become available.

Elections Program by Funding Source
All Funds
General Fund
Personnel Services $40,637 $39,100 $36,300 $38,000
Contractual Services $10,000 $56,850 $11,500 $77,400
Supplies, Materials and Other $0 $11,850 $5,000 $5,000
Total General Fund: $50,637 $107,800 $52,800 $120,400
Total All Funds: $50,637 $107,800 $52,800 $120,400
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 38 Elections Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.025
$0.05
$0.075
$0.1
$0.125
$0.15
Expense Objects
Personnel Services
Salaries and Wages $31,367 $29,100 $27,700 $29,300
Non Wage Compensation $130 $0 $0 $0
Employee Benefits $6,045 $6,800 $5,700 $5,700
Retirement Benefits $3,095 $3,200 $2,900 $3,000
Total Personnel Services: $40,637 $39,100 $36,300 $38,000 Contractual Services
Governmental Agencies $0 $40,350 $0 $60,900
Software and Digital Products $10,000 $11,500 $11,500 $11,500 Non Professional Services $0 $5,000 $0 $5,000
Total Contractual Services: $10,000 $56,850 $11,500 $77,400 Supplies, Materials and Other $0 $11,850 $5,000 $5,000
Total Supplies, Materials and Other: $0 $11,850 $5,000 $5,000 Total Expense Objects: $50,637 $107,800 $52,800 $120,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 39 Management and Support
The Management and Support program area includes 16 programs encompassing the regular management functions of the city.

Functions include executive management, clerk and records management, financial and legal services, human resources, and citywide technological support.

Management and Support Organizational Chart
Management and Support
Debra Rose City Manager
Finance Team
Keith Neves Assistant City Manager
Joanne Jin
Information Technology Manager
IT Operations, IT Applications, GIS, Audio- Visual
Adrian Grijalva
Economic Development/ Housing Manager Risk Management
Shelly Cisneros Human Resources Manager Human Resources Matthew
RIchardson City Attorney
Legal Services
Thy Merritt Acting City Clerk City Clerk, Records ManagementKevin Shirah Director of Finance/ City Treasurer Financial Services, Programs &
Interdepartmental
City of Lake Forest | 2025-2027 Operating Budget Page 40 Management and Support by Program
Expenditures
Management and Support
City Manager $1,033,703 $1,275,685 $1,315,700 $1,412,200 City Clerk $343,755 $432,735 $521,600 $534,800
Records Management $185,915 $298,540 $270,100 $257,400
Legal Services $857,174 $1,246,000 $1,200,000 $1,200,000 Human Resources $539,995 $641,825 $474,400 $534,700
IT Operations $999,214 $1,390,495 $1,557,200 $1,196,800 IT Applications $389,745 $515,590 $592,500 $582,400
GIS $134,193 $209,225 $185,100 $185,900
Audio Visual $335,006 $327,800 $263,200 $336,700
Financial Planning and Budget $426,207 $595,030 $779,400 $603,000 Accounting and Payroll $833,650 $1,115,730 $1,180,000 $1,130,000 Treasury $346,862 $637,885 $622,600 $575,400
Purchasing $113,398 $263,000 $164,100 $217,500
Risk Management $1,041,704 $1,086,731 $1,046,300 $1,175,800 Fleet Services $279,750 $435,500 $360,200 $395,100
Interdepartmental $4,499,402 $131,500 $317,600 $325,200 Debt Service $197,052 $0 $0 $0
Total Management and Support: $12,556,724 $10,603,271 $10,850,000 $10,662,900 Total Expenditures: $12,556,724 $10,603,271 $10,850,000 $10,662,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 41 Management and Support by Category
Budgeted Program Expenditures by Category
Millions
Debt Service
Membership and Development
Strategic Items Budget
Capital Outlays
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$2.5
$5
$7.5
$10
$12.5
$15
Expense Objects
Personnel Services $8,128,810 $4,115,900 $4,106,900 $4,303,000 Contractual Services $3,618,606 $5,432,184 $5,249,400 $5,302,800 Membership and Development $73,542 $150,932 $164,400 $164,100 Supplies, Materials and Other $187,138 $389,850 $397,300 $398,000 Capital Outlays $340,841 $497,405 $424,000 $316,000
Debt Service $207,787 $17,000 $0 $0
Strategic Items Budget $0 $508,000 $179,000
Total Expense Objects: $12,556,724 $10,603,271 $10,850,000 $10,662,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 42 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 43 City Manager
Debra Rose
City Manager
The City Manager's Office implements the mission and vision established by the elected City Council. The City Manager supervises department directors and provides the executive leadership needed to ensure City services are efficient, effective, and respond to the needs of the community. Additional duties include, but are not limited to:

1. Representing the city in legislative and regulatory matters;

2. Overseeing city operations and providing direction to the Executive Management Team;

3. Administering the personnel system;

4. Overseeing biannual Budget and Investment Policy; and

5. Working with other agencies to address regional issues;

6. Serving as Executive Director of the Lake Forest Housing Authority.

City Manager Organizational Chart
City Manager
Debra Rose
City Manager
Keith Neves
Assistant City
Manager
Sean McGovern
Deputy City
Manager
Amy Smith
Executive Assistant
Nidia Ruelas
Assistant to the City
Manager
City of Lake Forest | 2025-2027 Operating Budget Page 44 City Manager Program by Funding Source
All Funds
General Fund
Personnel Services $1,011,319 $1,046,700 $1,046,800 $1,101,100 Contractual Services $4,506 $197,900 $160,000 $181,000
Membership and Development $12,033 $20,960 $31,300 $27,500 Supplies, Materials and Other $5,845 $10,125 $7,600 $7,600 Strategic Items Budget $0 $70,000 $95,000
Total General Fund: $1,033,703 $1,275,685 $1,315,700 $1,412,200 Total All Funds: $1,033,703 $1,275,685 $1,315,700 $1,412,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City Manager Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Strategic Items Budget
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
$1.5
Expense Objects
Personnel Services
Salaries and Wages $819,239 $812,600 $816,000 $863,800
Non Wage Compensation $4,290 $0 $0 $0
Employee Benefits $100,673 $137,600 $136,100 $136,900
Retirement Benefits $87,117 $96,500 $94,700 $100,400
Total Personnel Services: $1,011,319 $1,046,700 $1,046,800 $1,101,100 Contractual Services
Professional Services $4,050 $197,500 $160,000 $181,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 45 Utilities and Utility Services $456 $400 $0 $0
Total Contractual Services: $4,506 $197,900 $160,000 $181,000 Membership and Development $12,033 $20,960 $31,300 $27,500 Total Membership and Development: $12,033 $20,960 $31,300 $27,500 Supplies, Materials and Other $5,845 $10,125 $7,600 $7,600 Total Supplies, Materials and Other: $5,845 $10,125 $7,600 $7,600 Strategic Items Budget $0 $70,000 $95,000
Total Strategic Items Budget: $0 $70,000 $95,000
Total Expense Objects: $1,033,703 $1,275,685 $1,315,700 $1,412,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 46 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 47 City Clerk
Thy Merritt
Acting City Clerk
The City Clerk's Office operates and supports the following Legislative and Management and Support Programs:

Legislative
City Council
City Council Support
Elections
Management and Support
City Clerk
Records Management
City Clerk Organizational Chart
City Clerk
Vacant
City Clerk
Thy Merritt
Acting City Clerk
Administrative Specialist
Patricia Robinson
Supports Programs
City Council Support,
Elections,
Records Management
Records
Coordinator Marc Lafuente
City Clerk Expenditures by Program
Expenditures
Legislative
City Council $54,365 $90,500 $89,100 $89,100
City Council Support $217,838 $255,237 $199,400 $202,100 Elections $50,637 $107,800 $52,800 $120,400
Total Legislative: $322,840 $453,537 $341,300 $411,600
Management and Support
City Clerk $343,755 $432,735 $521,600 $534,800
Records Management $185,915 $298,540 $270,100 $257,400
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 48 Total Management and Support: $529,670 $731,275 $791,700 $792,200 Total Expenditures: $852,511 $1,184,812 $1,133,000 $1,203,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City Clerk Expenditures by Category
Budgeted Program Expenditures by Category
Millions
Strategic Items Budget
Supplies, Materials and Other
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
$1.5
Expense Objects
Personnel Services
Salaries and Wages $460,878 $523,300 $515,300 $540,700
Non Wage Compensation $44,840 $42,500 $42,500 $42,500
Employee Benefits $93,909 $121,250 $121,300 $121,700
Retirement Benefits $44,580 $56,500 $52,500 $54,100
Total Personnel Services: $644,207 $743,550 $731,600 $759,000 Contractual Services
Governmental Agencies $49 $40,450 $0 $60,900
Professional Services $450 $2,650 $500 $500
Software and Digital Products $28,950 $127,580 $137,400 $117,400 Non Professional Services $34,974 $33,110 $44,600 $47,100 Total Contractual Services: $64,424 $203,790 $182,500 $225,900 Membership and Development
Membership and Development $96,157 $142,922 $148,000 $148,000 Total Membership and Development: $96,157 $142,922 $148,000 $148,000 Supplies, Materials and Other
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 49 Supplies < 1 Year $7,320 $16,150 $11,100 $11,100
Material > 1 Year <$5,000 $476 $3,200 $300 $300
Other Expenses $39,927 $75,200 $56,500 $56,500
Total Supplies, Materials and Other: $47,723 $94,550 $67,900 $67,900 Strategic Items Budget
Strategic Planning Items $0 $3,000 $3,000
Total Strategic Items Budget: $0 $3,000 $3,000
Total Expense Objects: $852,511 $1,184,812 $1,133,000 $1,203,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 50 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 51 City Clerk
Thy Merritt
Acting City Clerk
The City Clerk program posts, and publishes public notices and ordinances; advertises for and conducts bid openings; processes documents necessary for contract approval; maintains the City’s document management system; maintains the City of Lake Forest Municipal Code; records documents; performs duties related to City commissions; acts as filing officer for the City's Conflict of Interest Code; acts as the City's Notary Public and provides passport application services.

City Clerk Program Accomplishments and Goals
2023–2025 Accomplishments
Planed and conducted a Youth in Government Day.

Modernized communication techniques by developing, utilizing and providing QR codes for the public’s convenience.

Reopened Passport Services to the public.

Continued optimization of City Clerk's Office processes to ensure high quality services for the public, City Council and staff.

Ensured the filing of staff's Statement of Economic Interest forms by the State-mandated deadline.
2025-2027 Goals
Hold Youth in Government Day. Enhance Youth in Government Day. Focus on making the event interactive and engaging by incorporating real-world scenarios, providing opportunities for public speaking and debate, and ensuring students feel valued and heard.

Ensure the filing of staff's Statement of Economic Interest forms by the State-mandated deadline.

Continue to perform passport services and maintain the City's accuracy rate of "Outstanding" via the Los Angeles Passport Agency.

Optimize notary public services to the public by advertising the service on social media and provide services as needed.

City Clerk Program by Funding Source
All Funds
General Fund
Personnel Services $313,388 $361,200 $432,100 $447,700
Contractual Services $20,150 $44,600 $65,500 $63,000
Membership and Development $7,654 $16,235 $17,400 $17,500 Supplies, Materials and Other $2,563 $10,700 $3,600 $3,600 Strategic Items Budget $0 $3,000 $3,000
Total General Fund: $343,755 $432,735 $521,600 $534,800 Total All Funds: $343,755 $432,735 $521,600 $534,800
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 52 City Clerk Program Summary
Budgeted Program Expenditures by Category
Millions
Strategic Items Budget
Supplies, Materials and Other
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
Expense Objects
Personnel Services
Salaries and Wages $244,403 $278,400 $327,600 $342,000
Non Wage Compensation $780 $0 $0 $0
Employee Benefits $45,337 $56,900 $74,100 $74,300
Retirement Benefits $22,868 $25,900 $30,400 $31,400
Total Personnel Services: $313,388 $361,200 $432,100 $447,700 Contractual Services
Governmental Agencies $49 $100 $0 $0
Professional Services $0 $1,500 $0 $0
Software and Digital Products $0 $42,000 $48,000 $48,000 Non Professional Services $20,101 $1,000 $17,500 $15,000 Total Contractual Services: $20,150 $44,600 $65,500 $63,000 Membership and Development $7,654 $16,235 $17,400 $17,500 Total Membership and Development: $7,654 $16,235 $17,400 $17,500 Supplies, Materials and Other $2,563 $10,700 $3,600 $3,600 Total Supplies, Materials and Other: $2,563 $10,700 $3,600 $3,600 Strategic Items Budget $0 $3,000 $3,000
Total Strategic Items Budget: $0 $3,000 $3,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 53 Total Expense Objects: $343,755 $432,735 $521,600 $534,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 54 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 55 Records Management
Marc Lafuente
Records Coordinator
Records Management is the preservation and protection of the City’s vital records. This is done by coordinating a citywide records management program that is based on routine scanning and uploading of records into the City’s official records repository.

Records Management includes maintaining a catalog of vital records, conducting the annual review of permanent records, and reviewing records annually to purge inactive records in accordance with the City’s records retention schedule. Public records include contracts, plans, documents, and files related to City business and actions taken by the City Council and staff. Records Management staff provides guidelines and training for records retention and disposition, and manages the City’s records repository.

This program also prepares and reviews responses to inquiries made in accordance with the California Public Records Act; accepts, reviews, and responds to legal requests for records; ensures that all public records are open to inspection during office hours; and ensures that every person’s right to inspect any public record of the City is upheld.

Records Management Program Accomplishments and Goals
2023-2025 Accomplishments
Improved access to city records by bridging software programs so that records can be easily imported and housed in one location.

Continued to manage the contract with the City’s scanning provider to have all official City records scanned and entered into the City’s permanent repository (Laserfiche)
Continued to meet all legal requirements outlined in the CA Government Code associated with the California Public Records Act.

Hosted a records destruction day and purged over 4,000
outdated city records maintaining compliance and streamlining storage.
2025-2027 Goals
Continue to improve and bridge records software so that records can be easily imported and housed in one location.

Procure a system to archive the City's social media posts.

Continue to manage the contract with the City's scanning provider to have all official City records scanned and entered into the City's permanent repository (Laserfiche).

Continue to meet all legal requirements outlined in the CA Government Code associated with the California Public Records Act.

Host a records destruction days to purge city records that are beyond the City's adopted records retention schedule with a minimum of purging 2,500 documents.

Enhance resident accessibility to City permits via the City's website by preparing documents for availability.

Records Management Program by Funding Source
All Funds
General Fund
Personnel Services $150,770 $194,000 $162,300 $169,700
Contractual Services $34,274 $101,690 $105,500 $85,500
Membership and Development $125 $1,250 $1,300 $1,200
Supplies, Materials and Other $746 $1,600 $1,000 $1,000 Total General Fund: $185,915 $298,540 $270,100 $257,400 Total All Funds: $185,915 $298,540 $270,100 $257,400
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 56 Records Management Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.05
$0.1
$0.15
$0.2
$0.25
$0.3
Expense Objects
Personnel Services
Salaries and Wages $113,495 $141,000 $119,000 $126,000
Non Wage Compensation $1,495 $0 $0 $0
Employee Benefits $26,182 $36,400 $32,600 $32,700
Retirement Benefits $9,599 $16,600 $10,700 $11,000
Total Personnel Services: $150,770 $194,000 $162,300 $169,700 Contractual Services
Professional Services $450 $500 $500 $500
Software and Digital Products $18,950 $74,080 $77,900 $57,900 Non Professional Services $14,874 $27,110 $27,100 $27,100 Total Contractual Services: $34,274 $101,690 $105,500 $85,500 Membership and Development $125 $1,250 $1,300 $1,200
Total Membership and Development: $125 $1,250 $1,300 $1,200 Supplies, Materials and Other $746 $1,600 $1,000 $1,000 Total Supplies, Materials and Other: $746 $1,600 $1,000 $1,000 Total Expense Objects: $185,915 $298,540 $270,100 $257,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 57 Legal Services
Matthew Richardson
City Attorney
The City Attorney’s Office provides legal advice to the City Council, City Manager, City departments, commissions, committees, and boards as needed. The City Attorney's Office is responsible for the preparation of all proposed City ordinances, resolutions, agreements, contracts, deeds, and other legal documents. The City Attorney also represents the City in litigation and prosecutes violations of City laws. Legal Services are provided under contract by the law firm, Best Best & Krieger, LLP.

Legal Services Program by Funding Source
All Funds
General Fund
Contractual Services $857,174 $1,246,000 $1,200,000 $1,200,000 Total General Fund: $857,174 $1,246,000 $1,200,000 $1,200,000 Total All Funds: $857,174 $1,246,000 $1,200,000 $1,200,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 58 Legal Services Program Summary
Budgeted Program Expenditures by Category
Millions
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
$1.5
Expense Objects
Contractual Services
Professional Services $857,174 $1,246,000 $1,200,000 $1,200,000 Total Contractual Services: $857,174 $1,246,000 $1,200,000 $1,200,000 Total Expense Objects: $857,174 $1,246,000 $1,200,000 $1,200,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 59 Human Resources
Shelly Cisneros
Human Resources Manager
The Human Resources program serves as the centralized human resource function for the City. The functions provided by this program include managing recruitments for vacant positions, managing classification and compensation studies, administering the employee benefit program, providing appropriate and required training, and overseeing employee relations.

Program Accomplishments and Goals
2023–2025 Accomplishments
Implemented virtual interview guidelines and parameters to streamline the recruitment process.

Expanded and modernized recruitment efforts by utilizing innovative and contemporary job recruiter platforms.

The City's THRIVE program was expanded to include leadership development through workshops on communication, decisionmaking, and seminars with community leaders. Additionally, mentorship opportunities were introduced by pairing participants with experienced professionals to guide them in career growth and personal development.

Implemented an employee satisfaction survey and POLCO
benchmarking survey.
2025-2027 Goals
Continue to implement innovative recruitment strategies and enhance the exam process to attract a diverse workforce, while ensuring efficiency, utilizing the latest technology, and staying aligned with industry trends.

Develop and deliver wellness offerings (e.g., Wellness Screenings), Lifestyle Education Workshops that promote healthy living, improve overall employee engagement, and/or assist employees in effectively managing work-life demands and responsibilities.

Establish collaborative partnerships with departments to plan, anticipate, and respond in a cost-effective way to changes and priorities in recruitment and selection, including staffing trends and City Initiatives.

Launch the Essential Supervisory Skills Program, a six-month program to develop and grow employee leadership skills through training initiatives.

Implement a learning management platform to deliver targeted and structural formal training(instructor-led courses, web-based training, compliance training, etc.)to improve access to development resources, increase employee engagement, and support organizational goals.

Develop a comprehensive, accessible onboarding guide for new employees that covers key City information.

City of Lake Forest | 2025-2027 Operating Budget Page 60 Human Resources Program by Funding Source
All Funds
General Fund
Personnel Services $479,442 $467,400 $332,100 $348,900
Contractual Services $27,507 $101,600 $88,200 $120,700
Membership and Development $25,972 $45,600 $31,500 $31,500 Supplies, Materials and Other $6,809 $27,225 $7,600 $7,600 Capital Outlays $265 $0 $0 $0
Strategic Items Budget $0 $15,000 $26,000
Total General Fund: $539,995 $641,825 $474,400 $534,700 Total All Funds: $539,995 $641,825 $474,400 $534,700
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Human Resources Program Summary
Budgeted Program Expenditures by Category
Millions
Capital Outlays
Supplies, Materials and Other
Strategic Items Budget
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
Expense Objects
Personnel Services
Salaries and Wages $243,206 $237,800 $251,200 $266,200
Non Wage Compensation $2,600 $0 $0 $0
Employee Benefits $208,537 $203,000 $53,500 $53,700
Retirement Benefits $25,098 $26,600 $27,400 $29,000
Total Personnel Services: $479,442 $467,400 $332,100 $348,900 Contractual Services
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 61 Governmental Agencies $3,565 $4,000 $4,000 $4,500
Professional Services $4,054 $69,000 $38,500 $69,000
Software and Digital Products $10,234 $18,600 $23,700 $25,200 Non Professional Services $9,654 $10,000 $10,000 $10,000 Insurance $0 $0 $12,000 $12,000
Total Contractual Services: $27,507 $101,600 $88,200 $120,700 Membership and Development $25,972 $45,600 $31,500 $31,500 Total Membership and Development: $25,972 $45,600 $31,500 $31,500 Supplies, Materials and Other $6,809 $27,225 $7,600 $7,600 Total Supplies, Materials and Other: $6,809 $27,225 $7,600 $7,600 Capital Outlays $265 $0 $0 $0
Total Capital Outlays: $265 $0 $0 $0
Strategic Items Budget $0 $15,000 $26,000
Total Strategic Items Budget: $0 $15,000 $26,000
Total Expense Objects: $539,995 $641,825 $474,400 $534,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 62 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 63 Information Technology
Keith Neves
Assistant City Manager
Information Technology (IT) is comprised of the following Programs:

IT Operations
IT Applications
GIS
Audio-Visual
Information Technology Organizational Chart
Information Technology
Keith Neves
Assistant City Manager
Joanne Jin
Information
Technology
Manager
Vacant
Information Technology
Analyst
Wail Jamal
Audio-Visual
Technician
Audio-Visual
Amir
Moussavinejad
Information
Technology Analyst
Information Technology Expenditures by Program
Expenditures
Management and Support
IT Operations $999,214 $1,390,495 $1,557,200 $1,196,800 IT Applications $389,745 $515,590 $592,500 $582,400
GIS $134,193 $209,225 $185,100 $185,900
Audio Visual $335,006 $327,800 $263,200 $336,700
Total Management and Support: $1,858,158 $2,443,110 $2,598,000 $2,301,800 Total Expenditures: $1,858,158 $2,443,110 $2,598,000 $2,301,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 64 Information Technology Expenditures by Category
Budgeted Program Expenditures by Category
Millions
Debt Service
Membership and Development
Strategic Items Budget
Supplies, Materials and Other
Capital Outlays
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.5
$1
$1.5
$2
$2.5
$3
Expense Objects
Personnel Services
Salaries and Wages $446,038 $509,300 $463,000 $490,700
Non Wage Compensation $3,900 $0 $0 $0
Employee Benefits $77,111 $102,900 $102,400 $102,800
Retirement Benefits $41,515 $47,000 $38,000 $38,800
Total Personnel Services: $568,565 $659,200 $603,400 $632,300 Contractual Services
Professional Services $425,477 $684,910 $713,000 $708,000 Software and Digital Products $344,044 $330,500 $333,000 $324,200 Non Professional Services $172,500 $234,395 $188,500 $217,500 Utilities and Utility Services $169,484 $188,400 $195,700 $195,700 Total Contractual Services: $1,111,506 $1,438,205 $1,430,200 $1,445,400 Membership and Development
Membership and Development $1,922 $16,900 $17,100 $17,100 Total Membership and Development: $1,922 $16,900 $17,100 $17,100 Supplies, Materials and Other
Supplies < 1 Year $5,709 $5,900 $23,100 $23,400
Material > 1 Year <$5,000 $12,036 $48,000 $20,100 $17,500 Other Expenses $8,892 $20,500 $100 $100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 65 Total Supplies, Materials and Other: $26,636 $74,400 $43,300 $41,000 Capital Outlays
Capital Outlay $134,693 $237,405 $244,000 $136,000
Total Capital Outlays: $134,693 $237,405 $244,000 $136,000 Debt Service
Lease Payments $14,836 $17,000 $0 $0
Total Debt Service: $14,836 $17,000 $0 $0
Strategic Items Budget
Strategic Planning Items $0 $260,000 $30,000
Total Strategic Items Budget: $0 $260,000 $30,000
Total Expense Objects: $1,858,158 $2,443,110 $2,598,000 $2,301,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 66 Information Technology Operations
Amir Moussavinead
Information Technology Analyst
The Information Technology (IT) Operations Program is responsible for providing technology solutions to meet the operations and business needs of the City. The program scope includes managing services for hundreds of users at all City sites through a combination of full-time City staff and oversight of a managed services contract for third-party IT support services. Other notable responsibilities include cyber security management, disaster preparedness, infrastructure management, network implementation and support, private and public cloud management, telecommunications and VoIP, and flexible workplace support.

IT Operations Program Accomplishments and Goals
2023–2025 Accomplishments
Created a City-Wide Master Technology Plan for FY2025-27, which fosters interdepartmental collaboration and establishes a unified technology direction that aligns with the City’s strategic goals.

Developed a comprehensive refresh plan for IT equipment, including Council and Commissioner iPads, for improved
performance and reliability of all devices.

Developed a comprehensive technology training program in conjunction with Human Resources to keep employee technology skills current.
2025-2027 Goals
Complete the Point of Sale system for the Performing Arts Center and the mobile payment/sign-up system for Community Services and other public events.

Continue creating the City-Wide Master Technology Plan, a strategic IT roadmap to align technology initiatives with city-wide goals and improve interdepartmental collaboration.

Increase bandwidth with a cost-effective two-year contract to support growing operational and cybersecurity demands.

Strengthen IT governance by updating policies on cybersecurity, AI, and data governance with a structured review process.

Establish an AI policy with security and ethical guidelines while configuring Secure Co-pilot with role-based access send data privacy returns.

Replace outdated network switches with Meraki switches to increase security, reliability, and management.

City of Lake Forest | 2025-2027 Operating Budget Page 67 IT Operations Program by Funding Source
All Funds
General Fund
Personnel Services $220,832 $200,600 $275,300 $288,500
Contractual Services $647,552 $904,715 $757,200 $771,200 Membership and Development $1,518 $5,000 $5,200 $5,200
Supplies, Materials and Other $16,371 $45,775 $23,500 $20,900 Capital Outlays $98,105 $217,405 $236,000 $81,000
Debt Service $14,836 $17,000 $0 $0
Strategic Items Budget $0 $260,000 $30,000
Total General Fund: $999,214 $1,390,495 $1,557,200 $1,196,800 Total All Funds: $999,214 $1,390,495 $1,557,200 $1,196,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted IT Operations Program Summary
Budgeted Program Expenditures by Category
Millions
Debt Service
Membership and Development
Supplies, Materials and Other
Strategic Items Budget
Capital Outlays
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
$1.5
$1.75
Expense Objects
Personnel Services
Salaries and Wages $172,622 $153,400 $212,700 $225,500
Non Wage Compensation $1,430 $0 $0 $0
Employee Benefits $28,354 $29,700 $44,800 $45,000
Retirement Benefits $18,426 $17,500 $17,800 $18,000
Total Personnel Services: $220,832 $200,600 $275,300 $288,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 68 Contractual Services
Professional Services $418,465 $591,920 $473,000 $488,000 Non Professional Services $59,603 $124,395 $88,500 $87,500 Utilities and Utility Services $169,484 $188,400 $195,700 $195,700 Total Contractual Services: $647,552 $904,715 $757,200 $771,200 Membership and Development $1,518 $5,000 $5,200 $5,200
Total Membership and Development: $1,518 $5,000 $5,200 $5,200 Supplies, Materials and Other $16,371 $45,775 $23,500 $20,900 Total Supplies, Materials and Other: $16,371 $45,775 $23,500 $20,900 Capital Outlays $98,105 $217,405 $236,000 $81,000
Total Capital Outlays: $98,105 $217,405 $236,000 $81,000 Debt Service $14,836 $17,000 $0 $0
Total Debt Service: $14,836 $17,000 $0 $0
Strategic Items Budget $0 $260,000 $30,000
Total Strategic Items Budget: $0 $260,000 $30,000
Total Expense Objects: $999,214 $1,390,495 $1,557,200 $1,196,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 69 Information Technology Applications
Joanne Jin
Information Technology Manager
The IT Applications Program is responsible for providing software application management, private and public cloud management, technology solutions for day-to-day operations, and user support and training.

IT Applications Program Accomplishments and Goals
2023–2025 Accomplishments
Completed the Energov 2022 Upgrade, bringing the City current on the latest version of the Energov plan and permit business system.

Automated/Digitized the Personnel Action Form workflow process as a pilot project and proof of concept.

Developed an integration plan for modernizing and automating business workflow/approval processes that require crossapplication communication.

Facilitated department collaboration by adding new and
significant content to the City Intranet SharePoint site to improve collaboration.

Transitioned thirteen conferences rooms to Teams-compatible Microsoft 365 implementation.
2025-2027 Goals
Conduct a full security evaluation to identify vulnerabilities and implement proactive cybersecurity measures.

Utilize consulting services to optimize Microsoft Teams and SharePoint for better collaboration and workflow.

Strengthen Microsoft Office 365 Information Protection and Security via consulting services.

Upgrade the IT Department's intranet section as a central hub for IT division Communication and Technology training.

IT Applications Program by Funding Source
All Funds
General Fund
Personnel Services $108,755 $169,200 $168,000 $176,400
Contractual Services $272,520 $318,690 $399,700 $380,900 Membership and Development $0 $7,800 $7,800 $7,800
Supplies, Materials and Other $8,470 $19,900 $17,000 $17,300 Total General Fund: $389,745 $515,590 $592,500 $582,400 Total All Funds: $389,745 $515,590 $592,500 $582,400
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 70 IT Applications Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
$0.7
Expense Objects
Personnel Services
Salaries and Wages $87,495 $129,000 $129,900 $137,700
Non Wage Compensation $520 $0 $0 $0
Employee Benefits $13,359 $27,900 $27,600 $27,700
Retirement Benefits $7,381 $12,300 $10,500 $11,000
Total Personnel Services: $108,755 $169,200 $168,000 $176,400 Contractual Services
Professional Services $7,013 $72,990 $140,000 $120,000
Software and Digital Products $265,508 $245,700 $259,700 $260,900 Total Contractual Services: $272,520 $318,690 $399,700 $380,900 Membership and Development $0 $7,800 $7,800 $7,800
Total Membership and Development: $0 $7,800 $7,800 $7,800 Supplies, Materials and Other $8,470 $19,900 $17,000 $17,300 Total Supplies, Materials and Other: $8,470 $19,900 $17,000 $17,300 Total Expense Objects: $389,745 $515,590 $592,500 $582,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 71 Information Technology GIS
Joanne Jin
Information Technology Manager
The IT GIS Program is responsible for geographic information systems (GIS) management and user support and training. Geographic information Systems (GIS) are computer-based tools used to store, visualize, analyze, and interpret geographic data. These systems power the City's interactive maps, powerful databases for asset management, and other key systems that inform essential City functions.

IT GIS Program Accomplishments and Goals
2023–2025 Accomplishments
Incorporated the new City Asset database collected by the City's contracted vendor into the City's GIS server for improved asset management and long-term tracking.

Designed and implemented new GIS mobile app for the City vendor contracted for street sign replacement program.

Developed training program including on-demand ArcGIS
software videos, and hold in-person sessions to introduce staff to the city's many available GIS resources and tools.
2025-2027 Goals
Develop a five-year GIS strategy to guide infrastructure improvements and future service enhancements with
interdepartmental collaboration.

Upgrade the GIS system and data layers to prepare for the next phase of GIS applications development.

Develop GIS applications to improve public accessibility engagement
IT GIS Program by Funding Source
All Funds
General Fund
General $134,193 $209,225 $185,100 $185,900
Total General Fund: $134,193 $209,225 $185,100 $185,900 Total All Funds: $134,193 $209,225 $185,100 $185,900
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 72 IT GIS Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.05
$0.1
$0.15
$0.2
$0.25
Expense Objects
Personnel Services
Salaries and Wages $58,505 $99,300 $13,800 $14,600
Non Wage Compensation $650 $0 $0 $0
Employee Benefits $9,596 $13,300 $2,800 $2,800
Retirement Benefits $5,190 $6,300 $1,200 $1,200
Total Personnel Services: $73,941 $118,900 $17,800 $18,600 Contractual Services
Professional Services $0 $20,000 $100,000 $100,000
Software and Digital Products $59,638 $65,800 $63,000 $63,000 Total Contractual Services: $59,638 $85,800 $163,000 $163,000 Membership and Development $314 $4,000 $4,000 $4,000
Total Membership and Development: $314 $4,000 $4,000 $4,000 Supplies, Materials and Other $300 $525 $300 $300
Total Supplies, Materials and Other: $300 $525 $300 $300 Total Expense Objects: $134,193 $209,225 $185,100 $185,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 73 Audio-Visual
Wail Jamal
Senior Audio-Visual Technician
The Audio-Visual Program is responsible for audio-visual (AV) or low-voltage systems management throughout the City. Operations include building security and video surveillance, audio/visual and room control systems, and user support and training.

Audio-Visual Program Accomplishments and Goals
2023–2025 Accomplishments
Improved ShareLink Functionality with private network
connections to facilitate ad hoc meetings and information sharing.

Upgraded video conference system to be fully Microsoft Teams compatible.

Upgraded and added video screens in conference rooms.

Completed an audiovisual upgrade to the Performing Arts Center, including improved microphones, enhanced sound control, and installing a new confidence monitor.
2025-2027 Goals
Deploy Mobile Microphone Cart and integrate it with existing AV infrastructure to expand wireless mic capacity for meetings and events.

Upgrade Security System infrastructure at El Toro and Heroes Park to improve surveillance, reliability, and overall safety.

Perfrom a comprehensive assessment of aging audio-visual infrastructure and identify opportunities to modernize
equipment.

Audio-Visual Program by Funding Source
All Funds
General Fund
Personnel Services $165,037 $170,500 $142,300 $148,800
Contractual Services $131,796 $129,000 $110,300 $130,300 Membership and Development $90 $100 $100 $100
Supplies, Materials and Other $1,496 $8,200 $2,500 $2,500 Capital Outlays $36,588 $20,000 $8,000 $55,000
Total General Fund: $335,006 $327,800 $263,200 $336,700 Total All Funds: $335,006 $327,800 $263,200 $336,700
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 74 Audio-Visual Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Capital Outlays
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
Expense Objects
Personnel Services
Salaries and Wages $127,417 $127,600 $106,600 $112,900
Non Wage Compensation $1,300 $0 $0 $0
Employee Benefits $25,803 $32,000 $27,200 $27,300
Retirement Benefits $10,517 $10,900 $8,500 $8,600
Total Personnel Services: $165,037 $170,500 $142,300 $148,800 Contractual Services
Software and Digital Products $18,899 $19,000 $10,300 $300 Non Professional Services $112,897 $110,000 $100,000 $130,000 Total Contractual Services: $131,796 $129,000 $110,300 $130,300 Membership and Development $90 $100 $100 $100
Total Membership and Development: $90 $100 $100 $100
Supplies, Materials and Other $1,496 $8,200 $2,500 $2,500 Total Supplies, Materials and Other: $1,496 $8,200 $2,500 $2,500 Capital Outlays $36,588 $20,000 $8,000 $55,000
Total Capital Outlays: $36,588 $20,000 $8,000 $55,000
Total Expense Objects: $335,006 $327,800 $263,200 $336,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 75 Finance
Kevin Shirah
Director of Finance / City Treasurer
Finance operates and supports the following Programs:

Financial Planning and Budget
Accounting and Payroll
Treasury
Purchasing
Fleet Services
Interdepartmental
Debt Service
City of Lake Forest | 2025-2027 Operating Budget Page 76 Finance Organizational Chart
Finance
Kevin Shirah
Director of Finance /
City Treasurer
Financial Planning
& Budget, Treasury
Amy Lewis
Assistant Director of
Finance
Financial Planning
& Budget,
Accounting &
Payroll
Fauna Shrago
Finance Analyst
Financial Planning and
Budget
Caleb Brown
Accounting
Manager
Accounting and
Payroll
Craig Schoeffler
Accountant
Kelly Wallick
Senior Accounting
Technician
Carolina Rodriguez
Senior Accountant
Ivonne Rosales
Accounting
Technician
John Meza
Management
Analyst
Financial Planning
and Budget,
Purchasing
Support Programs
Fleet Services,
Interdepartmental, Debt
Services
City of Lake Forest | 2025-2027 Operating Budget Page 77 Finance Expenditures by Program
Expenditures
Management and Support
Financial Planning and Budget $426,207 $595,030 $779,400 $603,000 Accounting and Payroll $833,650 $1,115,730 $1,180,000 $1,130,000 Treasury $346,862 $637,885 $622,600 $575,400
Purchasing $113,398 $263,000 $164,100 $217,500
Risk Management $1,041,704 $1,086,731 $1,046,300 $1,175,800 Fleet Services $279,750 $435,500 $360,200 $395,100
Interdepartmental $4,499,402 $131,500 $317,600 $325,200 Debt Service $197,052 $0 $0 $0
Total Management and Support: $7,738,025 $4,265,376 $4,470,200 $4,422,000 Total Expenditures: $7,738,025 $4,265,376 $4,470,200 $4,422,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Finance Expenditures by Category
Budgeted Program Expenditures by Category
Millions
Debt Service
Strategic Items Budget
Membership and Development
Capital Outlays
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$2
$4
$6
$8
$10
Expense Objects
Personnel Services
Salaries and Wages $912,485 $1,049,400 $1,120,500 $1,180,000 Non Wage Compensation $10,322 $0 $600 $600
Employee Benefits $172,007 $222,600 $224,100 $225,000
Retirement Benefits $4,488,827 $115,400 $185,000 $197,700 Actuarial OPEB Contribution $21,686 $0 $0 $0
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 78 Total Personnel Services: $5,605,327 $1,387,400 $1,530,200 $1,603,300 Contractual Services
Governmental Agencies $71,763 $89,200 $75,000 $77,000
Professional Services $368,703 $786,690 $828,500 $728,200 Software and Digital Products $86,061 $252,200 $162,500 $138,500 Non Professional Services $40,273 $118,000 $93,000 $93,000 Insurance $996,690 $1,056,099 $1,041,000 $1,170,500
Total Contractual Services: $1,563,489 $2,302,189 $2,200,000 $2,207,200 Membership and Development
Membership and Development $25,837 $49,987 $65,800 $69,300 Total Membership and Development: $25,837 $49,987 $65,800 $69,300 Supplies, Materials and Other
Supplies < 1 Year $69,321 $86,900 $268,500 $270,500
Material > 1 Year <$5,000 $533 $20,500 $15,600 $15,600
Other Expenses $23,909 $133,400 $23,100 $23,100
Transaction Fee $50,775 $25,000 $27,000 $28,000
Total Supplies, Materials and Other: $144,537 $265,800 $334,200 $337,200 Capital Outlays
Capital Outlay $205,883 $260,000 $180,000 $180,000
Total Capital Outlays: $205,883 $260,000 $180,000 $180,000 Debt Service
Lease Payments $899 $0 $0 $0
Interest Expense $192,052 $0 $0 $0
Total Debt Service: $192,951 $0 $0 $0
Strategic Items Budget
Strategic Planning Items $0 $160,000 $25,000
Total Strategic Items Budget: $0 $160,000 $25,000
Total Expense Objects: $7,738,025 $4,265,376 $4,470,200 $4,422,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 79 Financial Planning and Budget
Amy Lewis
Assistant Director of Finance
The Financial Planning and Budget program manages the biennial budget preparation process, including the production of a proposed and final budget document and its presentation to the City Council. In addition, it develops and implements budget policies, provides ongoing financial analyses and control, prepares semi-annual budget adjustments reports and annual preliminary and final carryover reports. In addition, Financial Planning monitors reserve levels and makes recommendations for adjustments to reserve accounts, manages the budget modules of the City's financial information software Tyler ERP Pro, and conducts or oversees other special projects.

Financial Planning and Budget Program Accomplishments and Goals 2023-2025 Accomplishments
Achieved the City's second GFOA Distinguished Budget
Presentation Award.

Prepared and produced detailed financial analysis in the City's Master Financial Plan to incorporate in budget development process moving forward.

Successfully transitioned the Asset Management Program into an active Asset Management Plan to guide future City decisions related to infrastructure maintenance and capital improvement projects.

Provided citywide budget training's to strengthen city staff's understanding of the budget process.

Began Comprehensive Development Impact Fee Study to assess the impact of future development and develop a strategy for addressing those impacts.
2025-2027 Goals
Continue to provide financial management and guidance for public and private projects.

Prepare and manage the update of the City's General Fund Risk Reserve Analysis, Master Financial Plan, and Biennial Operating Budget.

Conduct a comprehensive fee study and cost allocation plan to ensure City fees accurately reflect the cost of services provided, while establishing a framework for regularly updating fees to keep pace with changing financial conditions.

Continue to provide financial management and guidance
regarding the City's pension and other post-employment benefit obligations.

Continue to increase financial transparency and accessibility to enhance residents’ understanding of the City’s financial health, while strengthening communication and reinforcing trust in budgeting and fiscal management.

Financial Planning and Budget Program by Funding Source All Funds
General Fund
Personnel Services $361,189 $360,000 $389,600 $406,700
Contractual Services $48,239 $205,530 $200,000 $140,000 Membership and Development $14,394 $17,425 $25,600 $27,100 Supplies, Materials and Other $2,385 $12,075 $4,200 $4,200 Strategic Items Budget $0 $160,000 $25,000
Total General Fund: $426,207 $595,030 $779,400 $603,000 Total All Funds: $426,207 $595,030 $779,400 $603,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 80 Financial Planning and Budget Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Strategic Items Budget
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
$1
Expense Objects
Personnel Services
Salaries and Wages $286,157 $278,000 $303,500 $319,000
Non Wage Compensation $2,730 $0 $0 $0
Employee Benefits $42,362 $52,200 $54,400 $54,600
Retirement Benefits $29,940 $29,800 $31,700 $33,100
Total Personnel Services: $361,189 $360,000 $389,600 $406,700 Contractual Services
Professional Services $37,036 $139,330 $163,000 $103,000 Software and Digital Products $11,203 $66,200 $37,000 $37,000 Total Contractual Services: $48,239 $205,530 $200,000 $140,000 Membership and Development $14,394 $17,425 $25,600 $27,100 Total Membership and Development: $14,394 $17,425 $25,600 $27,100 Supplies, Materials and Other $2,385 $12,075 $4,200 $4,200 Total Supplies, Materials and Other: $2,385 $12,075 $4,200 $4,200 Strategic Items Budget $0 $160,000 $25,000
Total Strategic Items Budget: $0 $160,000 $25,000
Total Expense Objects: $426,207 $595,030 $779,400 $603,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 81 Accounting and Payroll
Caleb Brown
Accounting Manager
The Accounting and Payroll program operates a governmental accounting, reporting and records maintenance system that provides financial information to both external users and internal management. This program controls and monitors the receipt and disbursement of public funds in compliance with statutory requirements and professional accounting standards. This program also has the responsibility for coordinating all external auditing functions including the annual financial audit and audits by all outside agencies, which includes financial reporting leading to the production of the City's Annual Comprehensive Financial Report (ACFR).

Accounting and Payroll is responsible for the continuing development of financial accounting software and implementation of new technology to increase efficiency in accounting processes and to improve both internal and external reporting. This program also oversees the implementation of any new accounting pronouncements by the Governmental Accounting Standards Board (GASB). The payroll function of this program processes payroll for all City employees using payroll software and assures compliance with all regulatory requirements, laws, and City policies pertaining to payroll.

Accounting and Payroll Program Accomplishments and Goals 2023-2025 Accomplishments
Continued to achieve the GFOA Award for Excellence in Financial Reporting.

Researched and evaluated the merits of bringing payroll as a function to be conducted by a full-time staff rather than through a third-party provider.

Researched and evaluated the merits of transitioning current processes to centralized invoice receipt and processing, and transitioning manual approval processes to electronic approval proccesses
Achieved significant strides towards enabling Electronic Funds Transfer (EFT) and promoting the service to vendors.

Created the city's first Popular Annual Financial Report for fiscal year 2023-24.
2025-2027 Goals
Continue to achieve the GFOA Award for Excellence in Financial Reporting.

Transition from paper record-keeping for Finance files to digital record-keeping in the City's official records' repository, with a purging configuration consistent with the City's Records Retention Schedule.

Continue to encourage all vendors to utilize Electronic Funds Transfer (EFT) payments and enhance the service.

Digitize the City's invoice approval, monthly Cal-Card
reconciliation, and billing request processes by replacing their outdated paper and Excel-based processes and templates.

Continue to produce the Popular Annual Financial Report for future fiscal years.

Accounting and Payroll Program by Funding Source
All Funds
General Fund
Personnel Services $511,218 $616,800 $639,200 $666,500
Contractual Services $311,404 $470,800 $516,500 $437,200 Membership and Development $9,088 $19,130 $21,000 $23,000 Supplies, Materials and Other $1,940 $9,000 $3,300 $3,300 Total General Fund: $833,650 $1,115,730 $1,180,000 $1,130,000 Total All Funds: $833,650 $1,115,730 $1,180,000 $1,130,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 82 Accounting and Payroll Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
Expense Objects
Personnel Services
Salaries and Wages $393,207 $471,800 $494,200 $518,900
Non Wage Compensation $4,329 $0 $0 $0
Employee Benefits $79,422 $102,000 $101,100 $101,600
Retirement Benefits $34,260 $43,000 $43,900 $46,000
Total Personnel Services: $511,218 $616,800 $639,200 $666,500 Contractual Services
Governmental Agencies $71,763 $85,000 $75,000 $77,000
Professional Services $188,927 $220,300 $346,000 $289,700 Software and Digital Products $50,714 $165,500 $95,500 $70,500 Total Contractual Services: $311,404 $470,800 $516,500 $437,200 Membership and Development $9,088 $19,130 $21,000 $23,000 Total Membership and Development: $9,088 $19,130 $21,000 $23,000 Supplies, Materials and Other $1,940 $9,000 $3,300 $3,300 Total Supplies, Materials and Other: $1,940 $9,000 $3,300 $3,300 Total Expense Objects: $833,650 $1,115,730 $1,180,000 $1,130,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 83 Treasury
Kevin Shirah
Director of Finance / City Treasurer
The Treasury program provides for the collection, custody, cash management and investment of all funds received by the City. In addition, this program provides overall revenue management and debt administration in support of citywide financial management functions. Preparing user fee/cost allocation studies, providing financial administration for Lake Forest Housing Authority, conducting cash handling reviews and administering a centralized accounts receivable function are also responsibilities of the Treasury function.

This program also conducts revenue audits of property and sales tax apportionments, transient occupancy tax, and franchise fees, as well as prepares monthly and annual Treasurer’s reports, and recommends and implements investment policies and procedures.

Treasury Program Accomplishments and Goals
2023-2025 Accomplishments
Successfully transitioned from a passively managed investment portfolio to active management through a third-party investment advisory firm, strengthening financial sustainability and ensuring responsible stewardship of public funds.

Successfully updated the City’s Statement of Investment Policy in accordance with State law, Lake Forest Municipal Code, and industry best practices, including California Municipal Treasurers Association guidelines, reinforcing the City’s commitment to prudent investment management and financial integrity.
2025-2027 Goals
Continue to maximize the use of City investments as permitted by State law and the City’s Financial Management and Budgetary Policy, maintaining alignment with fiscal objectives and prudent financial practices.

Annually review and update the City’s Statement of Investment Policy to maintain compliance, reflect industry best practices, and support the City’s evolving portfolio needs.

Achieve Statement of Investment Policy Award of Certification from the California Municipal Treasurer's Association.

Treasury Program by Funding Source
All Funds
General Fund
Personnel Services $173,666 $163,200 $248,200 $204,000
Contractual Services $145,460 $387,060 $322,500 $318,500 Membership and Development $35 $4,100 $4,900 $4,900
Supplies, Materials and Other $27,702 $83,525 $47,000 $48,000 Total General Fund: $346,862 $637,885 $622,600 $575,400 Total All Funds: $346,862 $637,885 $622,600 $575,400
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 84 Treasury Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
$0.7
Expense Objects
Personnel Services
Salaries and Wages $134,979 $122,000 $188,700 $156,700
Non Wage Compensation $1,703 $0 $0 $0
Employee Benefits $25,027 $30,000 $42,900 $33,200
Retirement Benefits $11,956 $11,200 $16,600 $14,100
Total Personnel Services: $173,666 $163,200 $248,200 $204,000 Contractual Services
Professional Services $142,740 $387,060 $317,500 $313,500 Non Professional Services $2,720 $0 $5,000 $5,000
Total Contractual Services: $145,460 $387,060 $322,500 $318,500 Membership and Development $35 $4,100 $4,900 $4,900
Total Membership and Development: $35 $4,100 $4,900 $4,900 Supplies, Materials and Other $27,702 $83,525 $47,000 $48,000 Total Supplies, Materials and Other: $27,702 $83,525 $47,000 $48,000 Total Expense Objects: $346,862 $637,885 $622,600 $575,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 85 Purchasing
John Meza
Management Analyst
The Purchasing program administers the procurement of materials, equipment and services, including contract management and bidding controls within a decentralized City purchasing system. This program also manages a vendor database, including screening and setup of new vendors; maintains central inventories and supplies and other materials; seeks alternative methods of procurement, such as cooperative purchasing agreements, to improve the economy and effectiveness of materials and supplies acquisition; and recommends, updates and implements purchasing policies and procedures. The Purchasing function provides staff training on general purchasing procedures, and supply ordering systems. The disposal of surplus property by sale, trade-in, auction or other means is another responsibility of Purchasing.

Purchasing Program Accomplishments and Goals
2023-2025 Accomplishments
In accordance with the City's Municipal Code and Purchasing and Contracting Guidelines, the City successfully surplused a variety of outdated or underutilized assets, such as:

Vehicles
Motorcycles
Bicycles
Golf carts
Camera equipment
Radios
Miscellaneous equipment
Successfully implemented a new eProcurement platform,
modernizing the City’s processes for solicitations, contract development, and contract management to enhance efficiency, ensure compliance, and promote greater collaboration.
2025-2027 Goals
Review and refine existing procurement and contract
management frameworks to align with current best practices, strengthen compliance with NIGP standards, reduce financial risks, and enhance overall efficiency.

Continue to provide ongoing staff training on purchasing procedures to ensure consistency, compliance, and efficiency.

Purchasing Program by Funding Source
All Funds
General Fund
Personnel Services $90,535 $196,300 $133,000 $165,400
Contractual Services $21,210 $57,000 $20,000 $41,000
Membership and Development $1,653 $7,000 $11,000 $11,000 Supplies, Materials and Other $0 $2,700 $100 $100
Total General Fund: $113,398 $263,000 $164,100 $217,500 Total All Funds: $113,398 $263,000 $164,100 $217,500
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 86 Purchasing Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.05
$0.1
$0.15
$0.2
$0.25
Expense Objects
Personnel Services
Salaries and Wages $64,093 $147,600 $101,500 $120,400
Non Wage Compensation $1,170 $0 $0 $0
Employee Benefits $18,727 $32,800 $20,500 $30,000
Retirement Benefits $6,546 $15,900 $11,000 $15,000
Total Personnel Services: $90,535 $196,300 $133,000 $165,400 Contractual Services
Professional Services $0 $40,000 $0 $20,000
Software and Digital Products $21,210 $17,000 $20,000 $21,000 Total Contractual Services: $21,210 $57,000 $20,000 $41,000 Membership and Development $1,653 $7,000 $11,000 $11,000 Total Membership and Development: $1,653 $7,000 $11,000 $11,000 Supplies, Materials and Other $0 $2,700 $100 $100
Total Supplies, Materials and Other: $0 $2,700 $100 $100 Total Expense Objects: $113,398 $263,000 $164,100 $217,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 87 Risk Management
Adrian Grijalva
Economic Development/Housing Manager
The Risk Management program oversees the protection of the City’s physical, human and financial assets against accidental losses, through proper exposure identification, risk evaluation and the use of effective risk control techniques. Risk control techniques include risk avoidance and reduction, the transfer of risk to other parties, and risk financing through the purchase of insurance and the setting aside of appropriate reserves. Employee safety training and effective security measures are ways to avoid and reduce risk; while the efficient management of workers compensation and general liability claims helps control the cost of risk. The City is a member of the California Joint Powers Insurance Authority (CJPIA), which provides insurance programs and risk management services to cities and other agencies throughout the State of California.

Risk Management Program Accomplishments and Goals
2023–2025 Accomplishments
Improved risk management practices and consistently assessed risk throughout the organization, which was evidenced by biweekly newsletters and updates from the CJPIA, and staff participating in a monthly call with the City's Senior Risk Manager.

Instituted a new Golf Cart Policy and associated training program for all users.

Began outsourcing subrogation recovery services to recover damages to City property.
2025-2027 Goals
Continue to improve risk management practices and consistently assess risk throughout the organization by:

Researching best policies and practices;
Remaining cognizant of laws and regulations; and,
Conducting periodic and ad hoc updates to policies as
necessary.

Update the City's property schedule.

Finish the outsourcing subrogation recovery services to recover damages to City property project.

Risk Management Program by Funding Source
All Funds
General Fund
Personnel Services $44,346 $27,300 $0 $0
Contractual Services $996,690 $1,056,099 $1,043,000 $1,172,500 Membership and Development $668 $2,332 $3,300 $3,300
Supplies, Materials and Other $0 $1,000 $0 $0
Total General Fund: $1,041,704 $1,086,731 $1,046,300 $1,175,800 Total All Funds: $1,041,704 $1,086,731 $1,046,300 $1,175,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 88 Risk Management Program Summary
Budgeted Program Expenditures by Category
Millions
Personnel Services
Supplies, Materials and Other
Membership and Development
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
Expense Objects
Personnel Services
Salaries and Wages $33,890 $21,300 $0 $0
Non Wage Compensation $390 $0 $0 $0
Employee Benefits $6,467 $3,200 $0 $0
Retirement Benefits $3,600 $2,800 $0 $0
Total Personnel Services: $44,346 $27,300 $0 $0
Contractual Services
Professional Services $0 $2,000 $2,000
Insurance $996,690 $1,056,099 $1,041,000 $1,170,500
Total Contractual Services: $996,690 $1,056,099 $1,043,000 $1,172,500 Membership and Development $668 $2,332 $3,300 $3,300
Total Membership and Development: $668 $2,332 $3,300 $3,300 Supplies, Materials and Other $0 $1,000 $0 $0
Total Supplies, Materials and Other: $0 $1,000 $0 $0
Total Expense Objects: $1,041,704 $1,086,731 $1,046,300 $1,175,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 89 Fleet Services
John Meza
Management Analyst
The Fleet Services program maintains and repairs the City's fleet of 22 vehicles. This program also has responsibility for acquiring all new automotive equipment and maintaining rental/leased automotive equipment. This program also oversees an ongoing fleet replacement schedule.

Fleet Services Program Accomplishments and Goals
2023-2025 Accomplishments
Maintained City fleet vehicles and developed replacement analysis for all City vehicles.
2025-2027 Goals
Develop a plan compliant with the State of California to transition the City fleet to electric vehicles, supporting California’s clean energy goals and state requirements
Fleet Services Program by Funding Source
All Funds
General Fund
Personnel Services $161 $11,800 $42,100 $75,000
Contractual Services $40,487 $125,700 $98,000 $98,000
Supplies, Materials and Other $33,220 $38,000 $40,100 $42,100 Capital Outlays $205,883 $260,000 $180,000 $180,000
Total General Fund: $279,750 $435,500 $360,200 $395,100 Total All Funds: $279,750 $435,500 $360,200 $395,100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 90 Fleet Services Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Personnel Services
Contractual Services
Capital Outlays
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
Expense Objects
Personnel Services
Salaries and Wages $158 $8,700 $32,600 $65,000
Non Wage Compensation $0 $0 $600 $600
Employee Benefits $2 $2,400 $5,200 $5,600
Retirement Benefits $0 $700 $3,700 $3,800
Total Personnel Services: $161 $11,800 $42,100 $75,000
Contractual Services
Governmental Agencies $0 $4,200 $0 $0
Software and Digital Products $2,934 $3,500 $10,000 $10,000 Non Professional Services $37,553 $118,000 $88,000 $88,000 Total Contractual Services: $40,487 $125,700 $98,000 $98,000 Supplies, Materials and Other $33,220 $38,000 $40,100 $42,100 Total Supplies, Materials and Other: $33,220 $38,000 $40,100 $42,100 Capital Outlays $205,883 $260,000 $180,000 $180,000
Total Capital Outlays: $205,883 $260,000 $180,000 $180,000 Total Expense Objects: $279,750 $435,500 $360,200 $395,100 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 91 Interdepartmental
Kevin Shirah
Director of Finance / City Treasurer
The Interdepartmental program budget includes those expenditures not allocable to specific operating departments, such as general office supplies, postage meters, and post-employment obligations.

Interdepartmental Program by Funding Source
All Funds
General Fund
Pension Rate Stabilization
Supplies, Materials and Other $18,346 $0 $0 $0
Total Pension Rate Stabilization: $18,346 $0 $0 $0
Personnel Services $4,402,525 $12,000 $78,100 $85,700
Total Personnel Services: $4,402,525 $12,000 $78,100 $85,700 Supplies, Materials and Other $49,924 $119,500 $239,500 $239,500 Total Supplies, Materials and Other: $49,924 $119,500 $239,500 $239,500 Debt Service $899 $0 $0 $0
Total Debt Service: $899 $0 $0 $0
Total General Fund: $4,471,694 $131,500 $317,600 $325,200 Custodial Fund
OPEB
Personnel Services $21,686 $0 $0 $0
Supplies, Materials and Other $6,022 $0 $0 $0
Total OPEB: $27,709 $0 $0 $0
Total Custodial Fund: $27,709 $0 $0 $0
Total All Funds: $4,499,402 $131,500 $317,600 $325,200
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 92 Interdepartmental Program Summary
Budgeted Program Expenditures by Category
Millions
Debt Service
Personnel Services
Supplies, Materials and Other
FY2024FY2025FY2026FY2027
$0
$1
$2
$3
$4
$5
Expense Objects
Personnel Services
Retirement Benefits $4,402,525 $12,000 $78,100 $85,700
Actuarial OPEB Contribution $21,686 $0 $0 $0
Total Personnel Services: $4,424,212 $12,000 $78,100 $85,700 Supplies, Materials and Other $74,291 $119,500 $239,500 $239,500 Total Supplies, Materials and Other: $74,291 $119,500 $239,500 $239,500 Debt Service $899 $0 $0 $0
Total Debt Service: $899 $0 $0 $0
Total Expense Objects: $4,499,402 $131,500 $317,600 $325,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 93 Debt Service
Kevin Shirah
Director of Finance / City Treasurer
The Debt Service program budget is used to account for the payment of interest and principal on bonded debt and capital leases of the City.

Debt Service Program by Funding Source
All Funds
Custodial Fund
LF RDA Obligations
Supplies, Materials and Other $5,000 $0 $0 $0
Debt Service $192,052 $0 $0 $0
Total LF RDA Obligations: $197,052 $0 $0 $0
Total Custodial Fund: $197,052 $0 $0 $0
Total All Funds: $197,052 $0 $0 $0
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Debt Service Program Summary
Expense Objects
Supplies, Materials and Other $5,000 $0 $0 $0
Debt Service $192,052 $0 $0 $0
Total Expense Objects: $197,052 $0 $0 $0
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 94 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 95 Public Safety
The Public Safety program area includes six programs encompassing the public safety functions of a city. They include law enforcement, animal regulation, street lights, emergency preparedness, crossing guards, and community outreach.

Public Safety Organizational Chart
Public Safety
Public Safety
Sean McGovern
Deputy City
Manager
Animal Regulation,
Community
Outreach
Sharlyn De La Paz
Administrative
Manager
Emergency
Preparedness,
Crossing Guards
Thomas Wheeler
Director of Public
Works / City
Engineer
Streetlights
Captain David
Pultz
Chief of Police
Services
OCSD, Law
Enforcement
City of Lake Forest | 2025-2027 Operating Budget Page 96 Expenditures by Fund
All Funds
General Fund
General
Personnel Services $185,112 $179,700 $291,500 $304,500 $441,000 Contractual Services $21,803,728 $23,352,185 $23,549,483 $24,414,700 $26,094,400 Membership and Development $6,999 $12,700 $20,450 $17,200 $17,100 Supplies, Materials and Other $23,437 $60,300 $137,200 $89,500 $89,500 Capital Outlays $1,000 $25,000 $25,000 $0 $0
Total General: $22,020,276 $23,629,885 $24,023,633 $24,825,900 $26,642,000 Total General Fund: $22,020,276 $23,629,885 $24,023,633 $24,825,900 $26,642,000 Special Revenue
Supplemental Law Enforcement Services
Contractual Services $146,941 $147,000 $695,000 $601,000 $550,000 Supplies, Materials and Other $750 $5,000 $5,000 $0 $0
Total Supplemental Law Enforcement
Services: $147,691 $152,000 $700,000 $601,000 $550,000
Permanent Local Housing Allocation Program
Personnel Services $81,576 $115,600 $120,400 $118,900 $0 Contractual Services $297,967 $827,214 $626,428 $344,300 $0 Total Permanent Local Housing Allocation
Program: $379,543 $942,814 $746,828 $463,200 $0
Total Special Revenue: $527,235 $1,094,814 $1,446,828 $1,064,200 $550,000 Total All Funds: $22,547,511 $24,724,699 $25,470,461 $25,890,100 $27,192,000 Name FY2024
Actuals
FY2024
Budgeted
FY2025
Budgeted
FY2026
Budgeted
FY2027
Budgeted
City of Lake Forest | 2025-2027 Operating Budget Page 97 Public Safety by Category
Budgeted Program Expenditures by Category
Millions
Capital Outlays
Membership and Development
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$5
$10
$15
$20
$25
$30
Expense Objects
Personnel Services $266,688 $411,900 $423,400 $441,000
Total Personnel Services: $266,688 $411,900 $423,400 $441,000 Contractual Services $22,248,637 $24,870,911 $25,360,000 $26,644,400 Total Contractual Services: $22,248,637 $24,870,911 $25,360,000 $26,644,400 Membership and Development $6,999 $20,450 $17,200 $17,100 Total Membership and Development: $6,999 $20,450 $17,200 $17,100 Supplies, Materials and Other
Transaction Fee $0 $65,000 $60,000 $60,000
Total Supplies, Materials and Other: $24,187 $142,200 $89,500 $89,500 Capital Outlays $1,000 $25,000 $0 $0
Total Capital Outlays: $1,000 $25,000 $0 $0
Total Expense Objects: $22,547,511 $25,470,461 $25,890,100 $27,192,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 98 Law Enforcement
Captain David Pultz
Chief of Police Services
Police services in the City of Lake Forest are provided by contract with the Orange County Sheriff's Department (OCSD). Law enforcement protection is provided through: patrol services, traffic enforcement (including parking enforcement and traffic accident investigation), emergency operations services, community resource officers, general and specialized investigative functions, and special events planning and operations.

Law Enforcement Program Accomplishments and Goals
2023-2025 Accomplishments
Implemented third-party parking enforcement to supplement current resources.

Continued catalytic converter theft deterrent programs and market the programs more aggressively.

Established eBike patrol services.
2025-2027 Goals
Add one new patrol deputy each fiscal year to the OCSD contract.

Create a parking enforcement guide/manual.

Collaborate with Community Services to increase the safety of parks.

Continue to enforce traffic safety standards that contribute to the City's lower-than-average intersection crash rates.

Law Enforcement Program by Funding Source
All Funds
General Fund
Personnel Services $61,900 $109,500 $108,000 $113,500
Contractual Services $19,628,302 $21,165,763 $22,061,800 $23,925,000 Membership and Development $1,615 $4,550 $5,200 $5,100
Supplies, Materials and Other $16,137 $42,400 $19,700 $19,700 Capital Outlays $1,000 $25,000 $0 $0
Total General Fund: $19,708,954 $21,347,213 $22,194,700 $24,063,300 Special Revenue
Supplemental Law Enforcement Services
Contractual Services $146,941 $695,000 $601,000 $550,000 Supplies, Materials and Other $750 $5,000 $0 $0
Total Supplemental Law Enforcement Services: $147,691 $700,000 $601,000 $550,000 Total Special Revenue: $147,691 $700,000 $601,000 $550,000 Total All Funds: $19,856,645 $22,047,213 $22,795,700 $24,613,300 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 99 Law Enforcement Program Summary
Budgeted Program Expenditures by Category
Millions
Capital Outlays
Membership and Development
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$5
$10
$15
$20
$25
$30
Expense Objects
Personnel Services
Salaries and Wages $49,279 $85,900 $84,500 $89,600
Non Wage Compensation $455 $0 $0 $0
Employee Benefits $7,496 $15,400 $15,200 $15,300
Retirement Benefits $4,670 $8,200 $8,300 $8,600
Total Personnel Services: $61,900 $109,500 $108,000 $113,500 Contractual Services
Governmental Agencies $19,591,780 $21,689,313 $22,489,800 $24,302,400 Professional Services $173,941 $147,000 $161,600 $160,900 Software and Digital Products $0 $6,200 $2,000 $2,300
Non Professional Services $4,373 $14,850 $6,400 $6,400
Utilities and Utility Services $4,612 $3,400 $3,000 $3,000 Contributions to Organizations $537 $0 $0 $0
Total Contractual Services: $19,775,243 $21,860,763 $22,662,800 $24,475,000 Membership and Development $1,615 $4,550 $5,200 $5,100
Total Membership and Development: $1,615 $4,550 $5,200 $5,100 Supplies, Materials and Other $16,887 $47,400 $19,700 $19,700 Total Supplies, Materials and Other: $16,887 $47,400 $19,700 $19,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 100 Capital Outlays $1,000 $25,000 $0 $0
Total Capital Outlays: $1,000 $25,000 $0 $0
Total Expense Objects: $19,856,645 $22,047,213 $22,795,700 $24,613,300 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 101 Community Outreach
Sharlyn De La Paz
Administrative Manager
The City's Community Outreach efforts are largely aimed at assisting persons experiencing homelessness in the City of Lake Forest.

The City provides coordinated outreach, case management, and housing navigation services for homeless and low-income persons in need of assistance. The City pools resources and personnel from the Orange County Sheriff's Department, contract outreach providers, and City staff to provide the comprehensive response needed to address homelessness.

Community Outreach Program Accomplishments and Goals
2023–2025 Accomplishments
Transitioned contract homeless outreach and case management services to in-house staff.

Implemented Pilot Gap Housing program.
2025-2027 Goals
Assist OCSD with the implementation of new restrictions on public camping.

Continue to establish working relationships with local non-profits to mitigate homelessness.

Community Outreach Program by Funding Source
All Funds
General Fund
Personnel Services $35,652 $31,800 $46,000 $172,800
Contractual Services $69,326 $95,800 $45,400 $45,400
Membership and Development $0 $1,500 $1,500 $1,500
Supplies, Materials and Other $598 $3,800 $2,800 $2,800 Total General Fund: $105,577 $132,900 $95,700 $222,500
Special Revenue
Permanent Local Housing Allocation Program
Personnel Services $81,576 $120,400 $118,900 $0
Contractual Services $297,967 $626,428 $344,300 $0
Total Permanent Local Housing Allocation Program: $379,543 $746,828 $463,200 $0 Total Special Revenue: $379,543 $746,828 $463,200 $0
Total All Funds: $485,120 $879,728 $558,900 $222,500
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 102 Community Outreach Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
Expense Objects
Personnel Services
Salaries and Wages $85,203 $108,900 $122,000 $129,300
Non Wage Compensation $455 $0 $0 $0
Employee Benefits $24,121 $29,300 $31,700 $31,800
Retirement Benefits $7,450 $14,000 $11,200 $11,700
Total Personnel Services: $117,229 $152,200 $164,900 $172,800 Contractual Services
Governmental Agencies $297,967 $328,965 $344,300 $0
Professional Services $68,443 $347,763 $1,400 $1,400
Software and Digital Products $0 $1,500 $0 $0
Non Professional Services $0 $7,000 $7,000 $7,000
Utilities and Utility Services $883 $1,000 $1,000 $1,000 Contributions to Organizations $0 $36,000 $36,000 $36,000 Total Contractual Services: $367,293 $722,228 $389,700 $45,400 Membership and Development $0 $1,500 $1,500 $1,500
Total Membership and Development: $0 $1,500 $1,500 $1,500 Supplies, Materials and Other $598 $3,800 $2,800 $2,800 Total Supplies, Materials and Other: $598 $3,800 $2,800 $2,800 Total Expense Objects: $485,120 $879,728 $558,900 $222,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 103 Animal Regulation
Sean McGovern
Deputy City Manager
The Animal Regulation program manages the contract with County of Orange which provides animal control services in Lake Forest.

The County provides protection of public health against contagious, infectious, or communicable animal diseases in Lake Forest.

These services include animal licensing, rabies control, pet adoption, community outreach presentations, patrol of public streets and parks, picking up injured wildlife, impounding stray dogs/cats, issuing citations, and providing a shelter for homeless animals.

Animal Regulation Program Accomplishments and Goals
2023-2025 Accomplishments
Continued productive working relationship with OCAC and the Pet Adoption Center of Orange County.

Increased available local shelter space to divert dogs away from OCAC to include Pet Adoption Center.

Increased community awareness of local pet adoption services and pet ownership reimbursement program on website.

Instituted an "adoptable pet of the month" program to promote dog and cat adoptions that lowers Lake Forest's shelter population.
2025-2027 Goals
Analyze the current contractual relationships with OCAC and PAC and seek out efficiencies.

Increase financial incentive for responsible pet program.

Animal Regulation Program by Funding Source
All Funds
General Fund
Contractual Services $506,735 $751,920 $600,000 $650,000 Supplies, Materials and Other $0 $5,000 $0 $0
Total General Fund: $506,735 $756,920 $600,000 $650,000 Total All Funds: $506,735 $756,920 $600,000 $650,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 104 Animal Regulation Program Summary
Budgeted and Historical Expenditures by Expense Type
Millions
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
Expense Objects
Contractual Services
Governmental Agencies $506,735 $751,920 $600,000 $650,000 Total Contractual Services: $506,735 $751,920 $600,000 $650,000 Supplies, Materials and Other $0 $5,000 $0 $0
Total Supplies, Materials and Other: $0 $5,000 $0 $0
Total Expense Objects: $506,735 $756,920 $600,000 $650,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 105 Parking Enforcement
Sharlyn De La Paz
Administrative Manager
The City created an in-house parking enforcement program to address Lake Forest residents’ concerns. This program supplements the parking enforcement already performed by the Orange County Sheriff’s Department. The goal of the expanded parking enforcement is to provide cleaner streets, more available parking in neighborhoods with permit-based parking systems and sidewalks and other public infrastructure accessible for all.

Parking Enforcement Program by Funding Source
All Funds
General Fund
Personnel Services $13,946 $70,600 $105,500 $107,600
Contractual Services $0 $6,000 $8,000 $8,000
Membership and Development $0 $4,500 $4,500 $4,500
Supplies, Materials and Other $3,952 $76,800 $64,000 $64,000 Total General Fund: $17,898 $157,900 $182,000 $184,100
Total All Funds: $17,898 $157,900 $182,000 $184,100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 106 Parking Enforcement Program Summary
Budgeted and Historical Expenditures by Expense Type
Millions
Membership and Development
Contractual Services
Supplies, Materials and Other
Personnel Services
FY2024
FY2026
FY2027
$0
$0.05
$0.1
$0.15
$0.2
Expense Objects
Personnel Services
Salaries and Wages $13,587 $65,000 $88,800 $90,800
Employee Benefits $197 $3,300 $8,100 $8,100
Retirement Benefits $163 $2,300 $8,600 $8,700
Total Personnel Services: $13,946 $70,600 $105,500 $107,600 Contractual Services
Governmental Agencies $0 $3,000 $6,000 $6,000
Utilities and Utility Services $0 $3,000 $2,000 $2,000
Total Contractual Services: $0 $6,000 $8,000 $8,000
Membership and Development $0 $4,500 $4,500 $4,500
Total Membership and Development: $0 $4,500 $4,500 $4,500 Supplies, Materials and Other $3,952 $76,800 $64,000 $64,000 Total Supplies, Materials and Other: $3,952 $76,800 $64,000 $64,000 Total Expense Objects: $17,898 $157,900 $182,000 $184,100 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 107 Streetlights
Jonathan Poole
Senior Management Analyst
The Streetlights program is responsible for monitoring the Southern California Edison (SCE) owned and operated streetlights in addition to operating and maintaining City owned LED streetlights. The work includes coordinating and reviewing the annual operation, repair, and upgrade of streetlights, including the payment of monthly electricity service bills and the administration of routine and extraordinary maintenance service contracts. This program coordinates with SCE for pole maintenance and replacement.

Streetlights Program Accomplishments and Goals
2023-2025 Accomplishments
Successfully worked with SCE to operate and maintain all streetlights in the City.
2025-2027 Goals
Ensure motorists travel efficiently and safely as possible on the roadways by maintaining sufficient streetlighting.

Initiate street light conversion to LED through SCE program.

Streetlights Program by Funding Source
All Funds
General Fund
Contractual Services $1,204,734 $1,040,400 $1,250,000 $1,000,000 Membership and Development $2,520 $2,600 $3,000 $3,000
Total General Fund: $1,207,254 $1,043,000 $1,253,000 $1,003,000 Total All Funds: $1,207,254 $1,043,000 $1,253,000 $1,003,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 108 Streetlights Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
$1.5
Expense Objects
Contractual Services
Governmental Agencies $334 $400 $0 $0
Utilities and Utility Services $1,204,401 $1,040,000 $1,250,000 $1,000,000 Total Contractual Services: $1,204,734 $1,040,400 $1,250,000 $1,000,000 Membership and Development $2,520 $2,600 $3,000 $3,000
Total Membership and Development: $2,520 $2,600 $3,000 $3,000 Total Expense Objects: $1,207,254 $1,043,000 $1,253,000 $1,003,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 109 Emergency Preparedness
Sharlyn De La Paz
Administrative Manager
The Emergency Preparedness Program is responsible for the development, maintenance, and implementation of the City's Emergency Operations Plan. Staff coordinates emergency preparedness training exercises for City staff as well as public and private groups within the City. The Emergency Preparedness coordinator also serves as the City's liaison with local, state and federal emergency organizations. The operation of the Emergency Operations Center (EOC) is the responsibility of designated emergency management staff members as set forth by the Standard Emergency Management System (SEMS).

Emergency Preparedness Program Accomplishments and Goals 2023–2025 Accomplishments
Continued to advertise evacuation routes and other emergency management information at community events and on social media.

Promoted and expanded participation in Alert OC, Nixle, etc.

Implemented alternative bi-annual communication program for high fire risk zones.
2025-2027 Goals
Continue to promote evacuation zones and disaster
preparedness information and community events.

Mobilize 19 new mobile radios to increase communication in the event of natural disaster or emergency.

Emergency Preparedness Program by Funding Source
All Funds
General Fund
Personnel Services $73,613 $79,600 $45,000 $47,100
Contractual Services $34,416 $58,000 $41,000 $41,000
Membership and Development $2,864 $7,300 $3,000 $3,000
Supplies, Materials and Other $2,750 $9,200 $3,000 $3,000 Total General Fund: $113,643 $154,100 $92,000 $94,100
Total All Funds: $113,643 $154,100 $92,000 $94,100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 110 Emergency Preparedness Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.05
$0.1
$0.15
$0.2
$0.25
$0.3
Expense Objects
Personnel Services
Salaries and Wages $56,652 $59,400 $33,500 $35,500
Non Wage Compensation $650 $0 $0 $0
Employee Benefits $9,261 $12,400 $7,300 $7,300
Retirement Benefits $7,050 $7,800 $4,200 $4,300
Total Personnel Services: $73,613 $79,600 $45,000 $47,100 Contractual Services
Professional Services $34,416 $58,000 $40,000 $40,000
Utilities and Utility Services $0 $0 $1,000 $1,000
Total Contractual Services: $34,416 $58,000 $41,000 $41,000 Membership and Development $2,864 $7,300 $3,000 $3,000
Total Membership and Development: $2,864 $7,300 $3,000 $3,000 Supplies, Materials and Other $2,750 $9,200 $3,000 $3,000 Total Supplies, Materials and Other: $2,750 $9,200 $3,000 $3,000 Total Expense Objects: $113,643 $154,100 $92,000 $94,100 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 111 Crossing Guards
Sean McGovern
Deputy City Manager
The Crossing Guard program manages the contract which provides crossing guard services at eligible public school crossings in the city. This management includes resolving any crossing guard, traffic, or related issues with the contractor. This program also responds to requests for adding crossing guards to new intersections and evaluates existing assignments of guards. These request and evaluation findings are reported to the Traffic Commission.

Crossing Guards Program Accomplishments and Goals
2023-2025 Accomplishments
Provided consistent crossing guard services at 20 designated locations.

Entered three-year agreement for crossing guard services to provide safety for public school students at intersections and maximize value.
2025-2027 Goals
Continue to provide consistent crossing guard services at 21 designated locations.

Crossing Guards Program by Funding Source
All Funds
General Fund
Contractual Services $360,215 $431,600 $408,500 $425,000 Total General Fund: $360,215 $431,600 $408,500 $425,000 Total All Funds: $360,215 $431,600 $408,500 $425,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 112 Crossing Guards Program Summary
Budgeted and Historical Expenditures by Expense Type
Millions
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
Expense Objects
Contractual Services
Non Professional Services $360,215 $431,600 $408,500 $425,000 Total Contractual Services: $360,215 $431,600 $408,500 $425,000 Total Expense Objects: $360,215 $431,600 $408,500 $425,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 113 Infrastructure Maintenance Services
Thomas Wheeler
Director of Public Works/ City Engineer
The Infrastructure Maintenance Services program area includes 10 programs encompassing the infrastructure maintenance functions of a city. They include maintenance services for streets, parks, facilities, medians and parkways, slopes and open spaces, as well as urban forestry management, city street sweeping services, and bus shelter operations.

Infrastructure Maintenance Services Organizational Chart Infrastructure Maintenance
Thomas Wheeler Director of Public Works / City
Engineer
Infrastructure Maintenance
Services and
Support
Michael McConaha
Public Works Maintenance Manager
Support, Street,
Park, Facilities
Justin Kirk
Street Maintenance
Administrator
Street Maintenance
and Street
Sweeping Services
Hugo Andreani
Senior Landscape
Administrator
Parks, Medians &
Parkways, Slopes
and Open Spaces
Jonathan Poole
Senior Management
Analyst
Tony Villegas
Landscape
Administrator
Parks, Medians &
Parkways, Slopes
and Open Spaces
Peggy Samantha Management
Assistant
Infrastructure Maintenance
Support
Angel Cardenas
Landscape Administrator
Parks, Medians &
Parkways, Slopes and Open Spaces
Christine Groves
Administrative Manager
Support, Urban
Forestry, Bus
Shelters
K Yoshino
Facilities Manager
Facilities Maintenance
Services
Alejandro Gonzalez
Facilities Maintenance
Specialist
Facilities Maintenance
Services
Carole Langford
Administrative
Specialist
Infrastructure Maintenance
Support
City of Lake Forest | 2025-2027 Operating Budget Page 114 Expenditures by Fund
All Funds
General Fund
General
Personnel Services $1,048,507 $1,189,600 $1,413,600 $1,582,200 $1,661,700 Contractual Services $8,077,904 $9,605,435 $9,919,088 $9,647,600 $9,904,200 Membership and Development $10,661 $17,950 $18,625 $32,000 $34,500 Supplies, Materials and Other $509,212 $106,880 $786,070 $667,300 $679,700 Capital Outlays $56,197 $570,000 $690,250 $717,500 $345,000 Strategic Items Budget $0 $70,000 $70,000
Total General: $9,702,482 $11,489,865 $12,827,633 $12,716,600 $12,695,100 Neighborhood Park Reserve
Contractual Services $0 $80,000 $80,000 $0 $0
Total Neighborhood Park Reserve: $0 $80,000 $80,000 $0 $0 Total General Fund: $9,702,482 $11,569,865 $12,907,633 $12,716,600 $12,695,100 Special Revenue
State Gas Tax HUTA
Personnel Services $140,732 $135,400 $148,800 $79,300 $83,300 Contractual Services $1,326,689 $1,378,329 $1,803,799 $1,779,100 $1,363,400 Supplies, Materials and Other $854 $0 $0 $0
Total State Gas Tax HUTA: $1,468,275 $1,513,729 $1,952,599 $1,858,400 $1,446,700 Total Special Revenue: $1,468,275 $1,513,729 $1,952,599 $1,858,400 $1,446,700 Total All Funds: $11,170,757 $13,083,594 $14,860,232 $14,575,000 $14,141,800 Name FY2024 Actuals FY2024 Budgeted FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 115 Infrastructure Maintenance Services by Category
Budgeted Program Expenditures by Category
Millions
Membership and Development
Strategic Items Budget
Capital Outlays
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$2.5
$5
$7.5
$10
$12.5
$15
$17.5
Expense Objects
Personnel Services $1,189,239 $1,562,400 $1,661,500 $1,745,000 Total Personnel Services: $1,189,239 $1,562,400 $1,661,500 $1,745,000 Contractual Services
Operational Services $3,569,866 $3,663,571 $3,614,100 $3,700,000 Irrigation $155,469 $261,132 $333,100 $341,800
Janitorial $455,117 $474,465 $550,000 $550,600
Total Contractual Services: $9,404,593 $11,802,887 $11,426,700 $11,267,600 Membership and Development $10,661 $18,625 $32,000 $34,500 Total Membership and Development: $10,661 $18,625 $32,000 $34,500 Supplies, Materials and Other
Plant Materials $411,211 $421,453 $568,500 $580,900
Mulch $19,120 $113,641 $0 $0
Trees $37,759 $149,646 $60,000 $60,000
Total Supplies, Materials and Other: $510,066 $786,070 $667,300 $679,700 Capital Outlays $56,197 $690,250 $717,500 $345,000
Total Capital Outlays: $56,197 $690,250 $717,500 $345,000 Strategic Items Budget
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 116 Strategic Planning Items $0 $70,000 $70,000
Total Strategic Items Budget: $0 $70,000 $70,000
Total Expense Objects: $11,170,757 $14,860,232 $14,575,000 $14,141,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 117 Infrastructure Maintenance Support
Michael McConaha
Public Works Maintenance Manager
Infrastructure Maintenance Support is responsible for the administration of contracts, completion of small projects, and addressing resident concerns related to Infrastructure Maintenance programs. This program oversees the upkeep of public buildings, streets, landscape rights-of-way, storm drains, striping, and the urban forest. Some of its major activities include managing the administration of street repairs and street sweeping, weed abatement, graffiti removal, park maintenance, tree trimming, building maintenance, storm drain maintenance, and street striping.

Infrastructure Maintenance Support Accomplishments and Goals 2023–2025 Accomplishments
Assisted with resident concerns regarding graffiti and other citywide maintenance issues.

Administered procurement for contracts related to landscape maintenance at the Lake Forest Sports Park, Public Facility Maintenance Repairs, Citywide Electrical Repairs, and Civic Center Property Management.

Received water conservation grant from the Municipal Water District of Orange County.

Completed park playground resurfacing repairs, Ridge Route median renovations, and park restroom improvements.
2025-2027 Goals
Continue to assist with resident concerns regarding graffiti and other citywide maintenance issues.

Manage the landscape maintenance activities at the Lake Forest Civic Center, Passive Parks, and Medians, Parkways, and Slopes Update existing Asset Management Inventory and develop Work Order Management software.

Develop and Implement a Brick Program at Veterans Park with opportunities to expand at other City Parks.

Infrastructure Maintenance Support Program by Funding Source All Funds
General Fund
General
Personnel Services $630,744 $696,700 $719,700 $756,100
Contractual Services $7,840 $60,000 $20,000 $20,000
Membership and Development $5,455 $8,000 $8,100 $8,100
Supplies, Materials and Other $3,284 $4,450 $3,500 $3,500 Strategic Items Budget $0 $70,000 $70,000
Total General: $647,323 $769,150 $821,300 $857,700
Neighborhood Park Reserve
Contractual Services $0 $80,000 $0 $0
Total Neighborhood Park Reserve: $0 $80,000 $0 $0
Total General Fund: $647,323 $849,150 $821,300 $857,700 Total All Funds: $647,323 $849,150 $821,300 $857,700
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 118 Infrastructure Maintenance Support Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Contractual Services
Strategic Items Budget
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
$1
Expense Objects
Personnel Services
Salaries and Wages $483,564 $520,500 $542,900 $575,500
Non Wage Compensation $5,265 $0 $0 $0
Employee Benefits $81,820 $108,500 $108,400 $109,000
Retirement Benefits $60,096 $67,700 $68,400 $71,600
Total Personnel Services: $630,744 $696,700 $719,700 $756,100 Contractual Services
Professional Services $0 $120,000 $0 $0
Non Professional Services $7,840 $20,000 $20,000 $20,000 Utilities and Utility Services $0 $0 $0 $0
Total Contractual Services: $7,840 $140,000 $20,000 $20,000 Membership and Development $5,455 $8,000 $8,100 $8,100
Total Membership and Development: $5,455 $8,000 $8,100 $8,100 Supplies, Materials and Other $3,284 $4,450 $3,500 $3,500 Total Supplies, Materials and Other: $3,284 $4,450 $3,500 $3,500 Strategic Items Budget $0 $70,000 $70,000
Total Strategic Items Budget: $0 $70,000 $70,000
Total Expense Objects: $647,323 $849,150 $821,300 $857,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 119 Street Maintenance Services
Justin Kirk
Street Maintenance Administrator
The Street Maintenance program administers a comprehensive right-of-way maintenance and rehabilitation program for over five hundred lane miles of City streets. This maintenance and rehabilitation program includes the repair of roadways, curbs, gutters, medians, sidewalks, roadway bridges, and underpasses as well as the regular sweeping of City facility parking lots. This program conducts preventative maintenance on City streets, which includes street sealing and resurfacing. This program also oversees the biennial repainting of existing City roadway striping, markings, and curbs. This program maintains and replaces street signs, as well as maintains and updates curb, gutter, and sidewalk inventory lists annually to project funding and scheduling of future repairs and replacement.

Street Maintenance Services Accomplishments and Goals
2023–2025 Accomplishments
Completed school parkway/walkway improvements at Olivewood Elementary and Oxford Prep.

Began traffic signal regulatory signage inspection and reflectivity improvements that replace faded, low-visibility signs.

Began the arterial median nose improvement project, which included replacing reflective markers, updating yellow paint, and collecting inventory data for median noses for future replacement projects.

Initiated new three-year residential sidewalk inspection program.

Performed citywide re-striping on all arterial and residential roadways.
2025-2027 Goals
Collaborate with the County of Orange to make shoulder
improvements to control erosion of the drivable areas on Santiago Canyon Road.

Continue to conduct school zone regulatory and warning signage inspection and reflectivity improvements that replace faded, lowvisibility signs.

Continue the arterial median nose improvement project.

Create and complete citywide median decorative concrete staining project.

Perform residential and arterial sidewalk inspection program.

Perform citywide re-striping on all arterial and residential roadways.

Street Maintenance Services Program by Funding Source
All Funds
General Fund
Contractual Services $2,198 $2,000 $2,000 $2,000
Membership and Development $325 $700 $3,700 $3,700
Supplies, Materials and Other $1,689 $4,270 $2,300 $2,300 Capital Outlays $0 $227,246 $0 $0
Total General Fund: $4,212 $234,216 $8,000 $8,000
Special Revenue
State Gas Tax HUTA
Personnel Services $140,732 $148,800 $79,300 $83,300
Contractual Services $1,241,733 $1,803,799 $1,779,100 $1,363,400 Supplies, Materials and Other $854 $0 $0 $0
Total State Gas Tax HUTA: $1,383,319 $1,952,599 $1,858,400 $1,446,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 120 Total Special Revenue: $1,383,319 $1,952,599 $1,858,400 $1,446,700 Total All Funds: $1,387,531 $2,186,815 $1,866,400 $1,454,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Street Maintenance Services Program Summary
Budgeted and Historical Expenditures by Expense Type
Millions
Capital Outlays
Supplies, Materials and Other
Membership and Development
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.5
$1
$1.5
$2
$2.5
Expense Objects
Personnel Services
Salaries and Wages $112,590 $114,600 $61,900 $65,600
Non Wage Compensation $1,300 $0 $0 $0
Employee Benefits $18,459 $24,700 $12,500 $12,500
Retirement Benefits $8,383 $9,500 $4,900 $5,200
Total Personnel Services: $140,732 $148,800 $79,300 $83,300 Contractual Services
Non Professional Services $1,242,833 $1,803,799 $1,779,100 $1,363,400 Utilities and Utility Services $1,098 $2,000 $2,000 $2,000 Total Contractual Services: $1,243,931 $1,805,799 $1,781,100 $1,365,400 Membership and Development $325 $700 $3,700 $3,700
Total Membership and Development: $325 $700 $3,700 $3,700 Supplies, Materials and Other $2,543 $4,270 $2,300 $2,300 Total Supplies, Materials and Other: $2,543 $4,270 $2,300 $2,300 Capital Outlays $0 $227,246 $0 $0
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 121 Total Capital Outlays: $0 $227,246 $0 $0
Total Expense Objects: $1,387,531 $2,186,815 $1,866,400 $1,454,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 122 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 123 Parks Maintenance Services
Hugo Andreani
Senior Landscape Maintenance Administrator
The development and implementation of a comprehensive maintenance program for 291 park acres, slopes, and open spaces, is the responsibility of the Parks Maintenance program. Currently, the City has thirty-two parks. This program is responsible for ensuring the preservation of the natural environment, developing, and protecting public lands, maintaining landscaped areas and park amenities (i.e., site furniture, basketball hoops, restrooms, etc.), and encouraging the full recreational use of these areas in a creative and safe manner.

Parks Maintenance Services Accomplishments and Goals
2023–2025 Accomplishments
Performed landscape renovations to Cavanagh Park.

Created a citywide drought-tolerant landscaping plan.

Replaced steel parking lot light poles with aluminum poles.

Updated sidewalk bollards with LED lights.

Updated outdated Calsense irrigation equipment controllers to enable remote operations.
2025-2027 Goals
Continue to replace steel parking lot light poles with aluminum poles.

Continue to upgrade irrigation equipment controllers to enable remote operations, manage water allocations, and promote water conservation in the City.

Install new park rules signs and frames to increase park aesthetics.

Complete park playground resurfacing repairs, and park
restroom improvements.

Replace and/or repair park exercise equipment at parks citywide.

Replace tennis court lighting at Mountain View Park with new LED sports lighting.

Parks Maintenance Services Program by Funding Source
All Funds
General Fund
Personnel Services $223,476 $376,500 $358,200 $376,000
Contractual Services $4,213,499 $4,509,902 $4,443,600 $4,454,300 Membership and Development $4,159 $6,100 $16,200 $18,800 Supplies, Materials and Other $214,302 $309,461 $399,800 $403,400 Capital Outlays $56,197 $340,004 $550,000 $280,000
Total General Fund: $4,711,634 $5,541,967 $5,767,800 $5,532,500 Total All Funds: $4,711,634 $5,541,967 $5,767,800 $5,532,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 124 Parks Maintenance Services Program Summary
Budgeted and Historical Expenditures by Expense Type
Millions
Membership and Development
Capital Outlays
Personnel Services
Supplies, Materials and Other
Contractual Services
FY2024FY2025FY2026FY2027
$0
$1
$2
$3
$4
$5
$6
$7
Expense Objects
Personnel Services
Salaries and Wages $156,346 $277,200 $267,300 $283,300
Non Wage Compensation $2,080 $0 $0 $0
Employee Benefits $46,210 $64,200 $61,700 $62,000
Retirement Benefits $18,840 $35,100 $29,200 $30,700
Total Personnel Services: $223,476 $376,500 $358,200 $376,000 Contractual Services
Software and Digital Products $0 $2,500 $500 $500
Non Professional Services $875,472 $739,529 $620,700 $575,300 Utilities and Utility Services $684,352 $955,000 $952,700 $963,700 Operational Services $2,479,225 $2,544,154 $2,494,600 $2,535,800 Irrigation $107,936 $182,864 $272,100 $275,400
Janitorial $66,514 $85,855 $103,000 $103,600
Total Contractual Services: $4,213,499 $4,509,902 $4,443,600 $4,454,300 Membership and Development $4,159 $6,100 $16,200 $18,800 Total Membership and Development: $4,159 $6,100 $16,200 $18,800 Supplies, Materials and Other $214,302 $309,461 $399,800 $403,400 Total Supplies, Materials and Other: $214,302 $309,461 $399,800 $403,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 125 Capital Outlays $56,197 $340,004 $550,000 $280,000
Total Capital Outlays: $56,197 $340,004 $550,000 $280,000 Total Expense Objects: $4,711,634 $5,541,967 $5,767,800 $5,532,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 126 Facilities Maintenance Services
Kay Yoshino
Facilities Manager
Facilities Maintenance Services provides custodial, janitorial, and building maintenance services for the following City buildings and facilities: Civic Center Campus, Lake Forest Sports Park, and Lake Forest Skate Park. Facility maintenance services include carpentry, heating/air conditioning system repair and maintenance, electrical, plumbing, general facility repairs.

Facilities Maintenance Services Accomplishments and Goals 2023–2025 Accomplishments
Coordinated construction of Senior Center patio cover.

Completed renovation of Sports Park room to expand staff offices and allow for collaboration space.

Established on-call contracts for HVAC, plumbing, and painting to facilitate Civic Center repairs.
2025-2027 Goals
Initiate RFP process for Lake Forest Sports Park Community Center renovations.

Manage on-call contracts for HVAC, plumbing, and painting at city facilities.

Initiate the RFP process for the Civic Center HVAC building maintenance system.

Initiate renovation of the Civic Center water feature.

Procure contractor and provide inspection services for Civic Center painting project.

Facilities Maintenance Services Program by Funding Source All Funds
General Fund
Personnel Services $111,628 $234,200 $382,400 $401,600
Contractual Services $1,204,755 $2,027,375 $2,003,600 $2,168,700 Membership and Development $722 $2,400 $2,500 $2,500
Supplies, Materials and Other $48,121 $101,643 $38,500 $41,600 Capital Outlays $0 $48,000 $62,500 $5,000
Total General Fund: $1,365,227 $2,413,618 $2,489,500 $2,619,400 Total All Funds: $1,365,227 $2,413,618 $2,489,500 $2,619,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 127 Facilities Maintenance Services Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Capital Outlays
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.5
$1
$1.5
$2
$2.5
$3
Expense Objects
Personnel Services
Salaries and Wages $90,740 $169,100 $289,300 $306,600
Non Wage Compensation $910 $0 $0 $0
Employee Benefits $13,097 $47,400 $70,300 $70,700
Retirement Benefits $6,881 $17,700 $22,800 $24,300
Total Personnel Services: $111,628 $234,200 $382,400 $401,600 Contractual Services
Professional Services $0 $70,000 $0 $100,000
Software and Digital Products $0 $22,400 $22,400 $22,400 Non Professional Services $650,427 $1,075,820 $1,115,500 $1,115,500 Utilities and Utility Services $122,225 $372,300 $317,700 $367,700 Operational Services $43,500 $72,277 $72,300 $83,100
Irrigation $0 $25,968 $28,700 $33,000
Janitorial $388,604 $388,610 $447,000 $447,000
Total Contractual Services: $1,204,755 $2,027,375 $2,003,600 $2,168,700 Membership and Development $722 $2,400 $2,500 $2,500
Total Membership and Development: $722 $2,400 $2,500 $2,500 Supplies, Materials and Other $48,121 $101,643 $38,500 $41,600 Total Supplies, Materials and Other: $48,121 $101,643 $38,500 $41,600 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 128 Capital Outlays $0 $48,000 $62,500 $5,000
Total Capital Outlays: $0 $48,000 $62,500 $5,000
Total Expense Objects: $1,365,227 $2,413,618 $2,489,500 $2,619,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 129 Medians and Parkways Services
Tony Villegas
Landscape Administrator
The Medians and Parkways program develops and implements a comprehensive maintenance program for 25 acres of landscaped medians and parkways throughout the city. This program maintains all landscaping, irrigation, and utilities within medians and parkways. It is designed to align the environmental impacts and benefits of landscapes with the functional and safety goals of the maintenance program.

Medians and Parkways Services Accomplishments and Goals 2023–2025 Accomplishments
Installed over 4,000 plants to enhance the center medians and parkways.

Installed over 1,000 yards of mulch in center medians and parkways.

Rejuvenated Lake Forest and El Toro medians with new
landscaping/mulch
Replaced and constructed 16 center median brick planters on Ridge Route.
2025-2027 Goals
Install over 4,000 new plants to enhance center medians and parkways.

Install over 1,000 yards of new mulch in center medians and parkways.

Study effectiveness of newly-installed drought-tolerant plants within parkways on El Toro Road.

Continue to update outdated Calsense irrigation equipment controllers to enable remote operations, manage water
allocations, and promote water conservation in City medians and parkways.

Medians and Parkways Services Program by Funding Source All Funds
General Fund
Personnel Services $25,383 $35,700 $37,800 $39,700
Contractual Services $477,496 $646,304 $474,300 $485,500 Supplies, Materials and Other $126,703 $75,700 $56,900 $59,000 Capital Outlays $0 $0 $30,000 $0
Total General Fund: $629,581 $757,704 $599,000 $584,200 Total All Funds: $629,581 $757,704 $599,000 $584,200
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 130 Medians and Parkways Services Program Summary
Budgeted Program Expenditures by Category
Millions
Capital Outlays
Personnel Services
Supplies, Materials and Other
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
$1
Expense Objects
Personnel Services
Salaries and Wages $18,227 $26,100 $28,000 $29,700
Non Wage Compensation $325 $0 $0 $0
Employee Benefits $4,561 $6,200 $6,300 $6,300
Retirement Benefits $2,269 $3,400 $3,500 $3,700
Total Personnel Services: $25,383 $35,700 $37,800 $39,700 Contractual Services
Non Professional Services $16,101 $19,500 $19,500 $19,500 Utilities and Utility Services $62,339 $233,000 $77,000 $77,000 Operational Services $364,858 $366,499 $366,500 $377,300 Irrigation $34,198 $27,305 $11,300 $11,700
Total Contractual Services: $477,496 $646,304 $474,300 $485,500 Supplies, Materials and Other $126,703 $75,700 $56,900 $59,000 Total Supplies, Materials and Other: $126,703 $75,700 $56,900 $59,000 Capital Outlays $0 $0 $30,000 $0
Total Capital Outlays: $0 $0 $30,000 $0
Total Expense Objects: $629,581 $757,704 $599,000 $584,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 131 Slope and Open Space Management
Tony Villegas
Landscape Administrator
The Slope and Open Spaces Management program manages the slopes adjacent to major thoroughfares and various open spaces throughout the city. Responsibilities include all slope renovation efforts, erosion control, weed suppression, irrigation, planting and open space preservation. The City maintains approximately 48.2 acres of slope and open spaces.

Slope and Open Space Management Accomplishments and Goals 2023–2025 Accomplishments
Installed over 700 plants in our slope areas throughout the city.

Installed over 1000 yards of mulch in our slopes and open spaces.

Installed new drainage improvements for open space areas between Lake Forest and Mission Viejo.

Cleared excess vegetation and improved drainage within the Normandale open space area.
2025-2027 Goals
Install over 700 new plants in our slope areas throughout the city.

Install over 1000 yards of new mulch in our slopes and open spaces.

Remove nuisance trees and replace them with new trees that no longer damage both public and private property.

Reinforce stormwater runoff best management practices to eliminate soil erosion onto sidewalks and city streets.

Slope and Open Space Management Program by Funding Source All Funds
General Fund
Personnel Services $25,382 $35,700 $37,800 $39,700
Contractual Services $918,441 $970,136 $979,200 $1,004,500 Supplies, Materials and Other $64,192 $139,800 $105,700 $109,300 Capital Outlays $0 $75,000 $75,000 $60,000
Total General Fund: $1,008,015 $1,220,636 $1,197,700 $1,213,500 Total All Funds: $1,008,015 $1,220,636 $1,197,700 $1,213,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 132 Slope and Open Space Management Program Summary
Budgeted Program Expenditures by Category
Millions
Personnel Services
Capital Outlays
Supplies, Materials and Other
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
$1.5
Expense Objects
Personnel Services
Salaries and Wages $18,227 $26,100 $28,000 $29,700
Non Wage Compensation $325 $0 $0 $0
Employee Benefits $4,561 $6,200 $6,300 $6,300
Retirement Benefits $2,269 $3,400 $3,500 $3,700
Total Personnel Services: $25,382 $35,700 $37,800 $39,700 Contractual Services
Software and Digital Products $0 $2,500 $0 $0
Non Professional Services $6,234 $4,500 $0 $0
Utilities and Utility Services $216,589 $257,500 $277,500 $279,000 Operational Services $682,282 $680,641 $680,700 $703,800 Irrigation $13,335 $24,995 $21,000 $21,700
Total Contractual Services: $918,441 $970,136 $979,200 $1,004,500 Supplies, Materials and Other $64,192 $139,800 $105,700 $109,300 Total Supplies, Materials and Other: $64,192 $139,800 $105,700 $109,300 Capital Outlays $0 $75,000 $75,000 $60,000
Total Capital Outlays: $0 $75,000 $75,000 $60,000
Total Expense Objects: $1,008,015 $1,220,636 $1,197,700 $1,213,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 133 Urban Forestry Management
K Yoshino
Facilities Manager
The focus of the Urban Forestry program is the annual maintenance of approximately 16,300 trees located in the parks, open space, medians, and slopes throughout the city. This program is designed to maintain the health and vigor of the City's trees and to provide the community with an ecologically and environmentally balanced landscape. This program also annually updates the tree inventory and manages the urban forest through the aggressive thinning, removal and replacement of trees that are in a declining state or present a potential danger to the public.

Urban Forestry Management Accomplishments and Goals
2023–2025 Accomplishments
Continued management of the City tree database.

Expanded sonar testing for tree health concerns and allowed for removals when necessary.

Completed the newly designed 4-year tree trimming cycle and evaluated if any increased maintenance practices are needed.

Developed a priority maintenance list of trees that do not fully meet the criteria established for healthy and appropriate trees in the city.

Integrated the City-wide tree replacement program and the dedication tree program into one collaborative tree management plan.
2025-2027 Goals
Continue to manage city trees in the assets' database.

Continue the City's 4-year trimming cycle and evaluate if any increased maintenance practices are required.

Update the priority maintenance roster of citywide trees, and maintain priority maintenance of trees that do not fully meet the criteria established for healthy and appropriate trees in the city.

Evaluate tree growth in microclimates and reaction to
current/new pests in the City's Urban Forest.

Inventory and inspect all City palm trees for appropriate growth and invasive insects.

Urban Forestry Management Program by Funding Source
All Funds
General Fund
Personnel Services $31,894 $34,800 $46,300 $48,600
Contractual Services $509,125 $772,866 $795,900 $814,100 Membership and Development $0 $1,425 $1,500 $1,400
Supplies, Materials and Other $50,921 $150,246 $60,600 $60,600 Total General Fund: $591,939 $959,337 $904,300 $924,700 Total All Funds: $591,939 $959,337 $904,300 $924,700
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 134 Urban Forestry Management Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Personnel Services
Supplies, Materials and Other
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
$1
Expense Objects
Personnel Services
Salaries and Wages $25,925 $25,300 $26,900 $36,100 $38,300 Non Wage Compensation $260 $0 $0 $0
Employee Benefits $3,742 $4,900 $5,700 $7,300 $7,300
Retirement Benefits $1,966 $1,900 $2,200 $2,900 $3,000
Total Personnel Services: $31,894 $32,100 $34,800 $46,300 $48,600 Contractual Services
Non Professional Services $509,125 $762,829 $772,866 $795,900 $814,100 Total Contractual Services: $509,125 $762,829 $772,866 $795,900 $814,100 Membership and Development $0 $1,300 $1,425 $1,500 $1,400 Total Membership and Development: $0 $1,300 $1,425 $1,500 $1,400 Supplies, Materials and Other $50,921 $20,950 $150,246 $60,600 $60,600 Total Supplies, Materials and Other: $50,921 $20,950 $150,246 $60,600 $60,600 Total Expense Objects: $591,939 $817,179 $959,337 $904,300 $924,700 Name FY2024 Actuals FY2024 Budgeted FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 135 Street Sweeping Services
Michael McConaha
Public Works Maintenance Manager
Street Sweeping Services support activities related to sweeping and cleaning streets, gutters and catch basins. The program collects and disposes of debris from streets and public roadways to protect the City’s creeks and drainageways from pollution. The City sweeps 26,100 arterial curb miles and 19,880 residential curb miles annually.

Street Sweeping Services Accomplishments and Goals
2023–2025 Accomplishments
Managed new contract for street sweeping services.

Improved street cleanliness by increasing sweeping of
intersections and median non-traffic areas.

Improved street sweeping performance by updating all routes and times into a GIS layer for contractor and residential use.

Onboarded new street sweeping contractor to ensure high quality street sweeping services.
2025-2027 Goals
Oversee and manage street sweeping activities to determine the improved effectiveness of debris and trash removal.

Coordinate with Environmental Services to improve sweeping practices that reduce storm water contamination.

Optimize street sweeping routes to improve effectiveness.

Update the street sweeping schedule in a GIS layer for contractor and residential use.

Collaborate with Parking Enforcement personnel to enforce parking restrictions related to street sweeping.

Collaborate with Environmental Compliance to optimize pollutant load reduction.

Street Sweeping Services Program by Funding Source
All Funds
General Fund
Contractual Services $668,690 $742,005 $742,100 $768,200 Supplies, Materials and Other $0 $500 $0 $0
Total General Fund: $668,690 $742,505 $742,100 $768,200 Total All Funds: $668,690 $742,505 $742,100 $768,200
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Street Sweeping Services Program Summary
City of Lake Forest | 2025-2027 Operating Budget Page 136 Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
$1
Expense Objects
Contractual Services
Non Professional Services $668,690 $742,005 $742,100 $768,200 Total Contractual Services: $668,690 $742,005 $742,100 $768,200 Supplies, Materials and Other $0 $500 $0 $0
Total Supplies, Materials and Other: $0 $500 $0 $0
Total Expense Objects: $668,690 $742,505 $742,100 $768,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 137 Storm Drain Maintenance Services
Justin Kirk
Street Maintenance Administrator
The Storm Drain Maintenance Services program monitors, cleans, improves, and maintains catch basins, debris screens, filters, and vaults to insure proper flood control and debris removal from the City’s creeks and drainageways. It also monitors and repairs storm drain lines throughout the city.

Storm Drain Maintenance Services Accomplishments and Goals 2023–2025 Accomplishments
Continued with round storm drain access cover replacements for obsolete catch basins.

Performed advanced cleaning of storm drain vaults located at Portola Park and Civic Center.

Performed enhanced cleaning services of catch basin screens and filters.
2025-2027 Goals
Continue with round storm drain access cover replacements for obsolete catch basins.

Install catch basin stencil upgrades from paint to thermoplastic.

Coordinate with Environmental Services to manage and improve storm water compliance best management practices.

Perform enhanced cleaning services of catch basin screens and filters.

Storm Drain Maintenance Services Program by Funding Source All Funds
General Fund
Contractual Services $33,578 $115,000 $115,000 $115,000 Total General Fund: $33,578 $115,000 $115,000 $115,000
Special Revenue
State Gas Tax HUTA
Contractual Services $84,956 $0 $0 $0
Total State Gas Tax HUTA: $84,956 $0 $0 $0
Total Special Revenue: $84,956 $0 $0 $0
Total All Funds: $118,535 $115,000 $115,000 $115,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Storm Drain Maintenance Services Program Summary
City of Lake Forest | 2025-2027 Operating Budget Page 138 Budgeted and Historical Expenditures by Expense Type
Millions
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.025
$0.05
$0.075
$0.1
$0.125
Expense Objects
Contractual Services
Non Professional Services $118,535 $115,000 $115,000 $115,000 Total Contractual Services: $118,535 $115,000 $115,000 $115,000 Total Expense Objects: $118,535 $115,000 $115,000 $115,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 139 Bus Shelter Operations
Justin Kirk
Street Maintenance Administrator
This program focuses on the maintenance, repair, and graffiti removal of bus shelters throughout the city to provide a safe and aesthetic place for transit users.

Bus Shelter Operations Accomplishments and Goals
2023–2025 Accomplishments
Began trash receptacle improvement project replacing damaged trash can liners.

Developed improved project scope and bid package for new contract services.

Replaced vandalized trash recepticals, benches, and glass as necessary within contract time frames.
2025-2027 Goals
Complete the trash receptacle improvement project and replace the remaining damaged trash can liners.

Replace single trash receptacles with split-bin receptacles to include recycling at high-traffic bus stops.

Coordinate with OCTA for bus stop schedule modifications and relocate bus stop amenities as necessary.

Continue to replace vandalized trash receptacles, benches, and glass as necessary within contract timeframes.

Bus Shelter Operations Program by Funding Source
All Funds
General Fund
Contractual Services $42,283 $73,500 $71,900 $71,900
Total General Fund: $42,283 $73,500 $71,900 $71,900
Total All Funds: $42,283 $73,500 $71,900 $71,900
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Bus Shelter Operations Program Summary
City of Lake Forest | 2025-2027 Operating Budget Page 140 Budgeted and Historical Expenditures by Expense Type
Millions
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.02
$0.04
$0.06
$0.08
Expense Objects
Contractual Services
Non Professional Services $41,986 $71,000 $71,000 $71,000 Utilities and Utility Services $297 $2,500 $900 $900
Total Contractual Services: $42,283 $73,500 $71,900 $71,900 Total Expense Objects: $42,283 $73,500 $71,900 $71,900
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 141 Planning, Engineering, Building and Safety
The Planning, Engineering, Building and Safety program area includes 8 programs encompassing the planning, engineering, building and safety functions of a city. They include planning services, building and safety services, community preservation, engineering, and inspection services.

Planning, Engineering, Building and Safety Organizational Chart Planning, Engineering,
Building and Safety
Gayle Ackerman
Director of
Community
Development
Planning,
Community
Preservation
Support and Contract
Services
Building and Safety
Thomas Wheeler
Director of Public
Works / City
Engineer
Engineering and
Inspection Services
City of Lake Forest | 2025-2027 Operating Budget Page 142 Expenditures by Fund
All Funds
General Fund
General
Personnel Services $2,421,767 $2,430,700 $3,068,500 $3,297,100 $3,450,000 Contractual Services $2,340,693 $3,397,300 $4,310,467 $3,289,100 $3,187,300 Membership and Development $32,747 $50,578 $61,778 $88,400 $77,800 Supplies, Materials and Other $19,825 $53,246 $61,708 $39,700 $34,300 Strategic Items Budget $0 $169,000 $59,000
Total General: $4,815,033 $5,931,824 $7,502,453 $6,883,300 $6,808,400 Total General Fund: $4,815,033 $5,931,824 $7,502,453 $6,883,300 $6,808,400 Special Revenue
Certified Access Specialist CASP
Contractual Services $1,000 $5,000 $5,000 $5,000 $5,000 Total Certified Access Specialist CASP: $1,000 $5,000 $5,000 $5,000 $5,000 Cal-Fire LHMP Wildfire Prevention
Contractual Services $6,123 $4,052 $0 $0
Supplies, Materials and Other $6,633 $0 $0 $0
Total Cal-Fire LHMP Wildfire Prevention: $12,757 $4,052 $0 $0 Total Special Revenue: $13,757 $5,000 $9,052 $5,000 $5,000 Total All Funds: $4,828,789 $5,936,824 $7,511,505 $6,888,300 $6,813,400 Name FY2024 Actuals FY2024 Budgeted FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 143 Planning, Engineering, Building and Safety by Category
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Strategic Items Budget
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$2
$4
$6
$8
Expense Objects
Personnel Services $2,421,767 $3,068,500 $3,297,100 $3,450,000 Total Personnel Services: $2,421,767 $3,068,500 $3,297,100 $3,450,000 Contractual Services $2,347,816 $4,319,519 $3,294,100 $3,192,300 Total Contractual Services: $2,347,816 $4,319,519 $3,294,100 $3,192,300 Membership and Development $32,747 $61,778 $88,400 $77,800 Total Membership and Development: $32,747 $61,778 $88,400 $77,800 Supplies, Materials and Other
Transaction Fee $0 $2,700 $4,200 $4,200
Admin Expenditure -LHMP $6,633 $0 $0 $0
Total Supplies, Materials and Other: $26,459 $61,708 $39,700 $34,300 Strategic Items Budget
Strategic Planning Items $0 $169,000 $59,000
Total Strategic Items Budget: $0 $169,000 $59,000
Total Expense Objects: $4,828,789 $7,511,505 $6,888,300 $6,813,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 144 Community Development
Gayle Ackerman
Director of Community Development
Community Development operates and supports the following Programs:

Planning Commission
Planning Support
Current Planning Services
Advanced Planning
Building and Safety Services
Community Preservation
City of Lake Forest | 2025-2027 Operating Budget Page 145 Community Development Organizational Chart
Community Development
Gayle Ackerman Director of Community Development
Jennifer Weiss Management Aide Planning Support
Amy Stonich Assistant Director of Community Development Planning, Community Preservation Community Preservation
Winston Karuga Code Enforcement
Supervisor Community Preservation
Vacant
Senior Code Enforcement Officer Community Preservation
Lilia Montano Code Enforcement Officer Community Preservation Ricardo Lopez Code Enforcement Officer Community Preservation Damien Sistrunk Code Enforcement Officer Community Preservation Omar Pinto Part Time Code Enforcement Officer Community Preservation Current and Advanced Planning Services
Ron Santos
Senior Planner Advanced Planning
Jennifer Mansur
Senior Planner Current Planning
Services, Advanced Planning
Connor Mulser Assistant Planner Current Planning
Services
Assistant Planner Xiomara Solis Current Planning
Services
Planning Aide
Arianna Young Management Analyst Planning Support, Community PreservationSupport Programs Planning Commission
Building and Safety
(contract)
City of Lake Forest | 2025-2027 Operating Budget Page 146 Community Development Expenditures by Program
Expenditures
Legislative
Planning Commission $16,866 $24,225 $20,800 $20,800
Total Legislative: $16,866 $24,225 $20,800 $20,800
Planning, Engineering, Building and Safety
Planning Support $280,448 $351,899 $497,800 $449,400
Current Planning Services $784,178 $1,788,628 $1,100,600 $1,128,400 Advanced Planning Services $331,591 $598,662 $366,400 $379,200 Building and Safety Services $1,159,450 $1,435,160 $1,772,800 $1,728,600 Community Preservation $503,922 $1,133,226 $891,200 $869,900 Total Planning, Engineering, Building and Safety: $3,059,589 $5,307,575 $4,628,800 $4,555,500 Total Expenditures: $3,076,456 $5,331,800 $4,649,600 $4,576,300 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Community Development Expenditures by Category
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Strategic Items Budget
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$1
$2
$3
$4
$5
Expense Objects
Personnel Services
Salaries and Wages $1,296,509 $1,555,600 $1,671,700 $1,763,600 Non Wage Compensation $16,845 $7,080 $7,100 $7,100
Employee Benefits $216,813 $319,500 $335,200 $336,700
Retirement Benefits $134,231 $158,000 $167,000 $172,600 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 147 Total Personnel Services: $1,664,398 $2,040,180 $2,181,000 $2,280,000 Contractual Services
Professional Services $1,340,284 $2,750,757 $1,980,000 $1,930,000 Software and Digital Products $0 $258,662 $207,300 $205,500 Non Professional Services $19,337 $160,000 $0 $0
Utilities and Utility Services $3,531 $5,100 $5,200 $5,200 Total Contractual Services: $1,363,151 $3,174,519 $2,192,500 $2,140,700 Membership and Development
Membership and Development $17,004 $52,578 $62,400 $56,300 Total Membership and Development: $17,004 $52,578 $62,400 $56,300 Supplies, Materials and Other
Supplies < 1 Year $4,276 $29,204 $19,900 $19,900
Material > 1 Year <$5,000 $1,228 $8,715 $8,700 $4,300
Other Expenses $19,766 $23,904 $11,900 $11,900
Transaction Fee $0 $2,700 $4,200 $4,200
Admin Expenditure -LHMP $6,633 $0 $0 $0
Total Supplies, Materials and Other: $31,903 $64,523 $44,700 $40,300 Strategic Items Budget
Strategic Planning Items $0 $169,000 $59,000
Total Strategic Items Budget: $0 $169,000 $59,000
Total Expense Objects: $3,076,456 $5,331,800 $4,649,600 $4,576,300 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 148

Planning Support
Gayle Ackerman
Director of Community Development
Planning Support Program includes all administration for the operations of department. This includes management of administrative permits and implementation of policy. As part of the oversight and management of the department, the Director of Community Development is responsible for advising the City Manager, Planning Commission, and City Council on planning, building and code enforcement matters.

Planning Support Program by Funding Source
All Funds
General Fund
Personnel Services $265,228 $288,500 $345,700 $361,100
Contractual Services $1,380 $35,307 $3,100 $1,300
Membership and Development $8,433 $19,880 $24,100 $22,100 Supplies, Materials and Other $5,407 $8,212 $5,900 $5,900 Strategic Items Budget $0 $119,000 $59,000
Total General Fund: $280,448 $351,899 $497,800 $449,400 Total All Funds: $280,448 $351,899 $497,800 $449,400
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 149 Planning Support Program Summary
Budgeted Program Expenditures by Category
Millions
Contractual Services
Supplies, Materials and Other
Membership and Development
Strategic Items Budget
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
Expense Objects
Personnel Services
Salaries and Wages $206,991 $219,200 $266,000 $279,900
Non Wage Compensation $1,417 $0 $0 $0
Employee Benefits $37,268 $49,000 $53,300 $53,700
Retirement Benefits $19,552 $20,300 $26,400 $27,500
Total Personnel Services: $265,228 $288,500 $345,700 $361,100 Contractual Services
Software and Digital Products $0 $25,307 $3,100 $1,300
Non Professional Services $1,198 $10,000 $0 $0
Utilities and Utility Services $182 $0 $0 $0
Total Contractual Services: $1,380 $35,307 $3,100 $1,300 Membership and Development $8,433 $19,880 $24,100 $22,100 Total Membership and Development: $8,433 $19,880 $24,100 $22,100 Supplies, Materials and Other $5,407 $8,212 $5,900 $5,900 Total Supplies, Materials and Other: $5,407 $8,212 $5,900 $5,900 Strategic Items Budget $0 $119,000 $59,000
Total Strategic Items Budget: $0 $119,000 $59,000
Total Expense Objects: $280,448 $351,899 $497,800 $449,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 150 Current Planning Services
Amy Stonich
Assistant Director of Community Development
The Current Planning Program is responsible for managing development applications for compliance with appropriate regulations and policies. Planners review and process applications for discretionary approvals pertaining to planned development permits, conditional use permits, variances, subdivisions, design review, and other precise development plans.

Current Planning Services Accomplishments and Goals
2023–2025 Accomplishments
Facilitated the review, permitting, and construction of approved projects with other City Departments, including the development of the Meadows (school site).

Continued to provide excellent customer service while assisting the public, businesses, and the development community with land use and zoning matters.

Reviewed and analyzed entitlement applications in accordance with the timetable established in the Government Code and presented recommendations to the Planning Commission and City Council.
2025-2027 Goals
Facilitate the review, permitting and construction of new approved projects with other City Departments.

Continue to provide excellent customer service while assisting the public, businesses, and the development community with land use and zoning matters and measuring the quality of customer service via department feedback surveys and the implementation of the Clariti Development Guide.

Review and analyze entitlement applications in accordance with the timetable established in the Government Code and present recommendations to the Planning Commission and City Council.

Implement Tyler software in the online submittal, plan check, and permit issuance processes for all types of projects.

Maintain in-time status updates of current planning projects, recent decisions, and corresponding appeal periods on the City website.

Current Planning Services Program by Funding Source
All Funds
General Fund
Personnel Services $594,739 $641,400 $684,600 $714,900
Contractual Services $185,247 $1,121,650 $395,500 $395,500 Membership and Development $3,786 $18,828 $19,600 $17,100 Supplies, Materials and Other $405 $6,750 $900 $900
Total General Fund: $784,178 $1,788,628 $1,100,600 $1,128,400 Total All Funds: $784,178 $1,788,628 $1,100,600 $1,128,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 151 Current Planning Services Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
Expense Objects
Personnel Services
Salaries and Wages $472,216 $496,300 $537,600 $565,900
Non Wage Compensation $3,562 $0 $0 $0
Employee Benefits $71,973 $93,700 $93,200 $93,700
Retirement Benefits $46,989 $51,400 $53,800 $55,300
Total Personnel Services: $594,739 $641,400 $684,600 $714,900 Contractual Services
Professional Services $185,247 $1,121,250 $395,000 $395,000 Utilities and Utility Services $0 $400 $500 $500
Total Contractual Services: $185,247 $1,121,650 $395,500 $395,500 Membership and Development $3,786 $18,828 $19,600 $17,100 Total Membership and Development: $3,786 $18,828 $19,600 $17,100 Supplies, Materials and Other $405 $6,750 $900 $900
Total Supplies, Materials and Other: $405 $6,750 $900 $900 Total Expense Objects: $784,178 $1,788,628 $1,100,600 $1,128,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 152 Advanced Planning Services
Gayle Ackerman
Director of Community Development
The Advanced Planning program is responsible for forward and long range planning, special projects, environmental analysis and review, community development, and housing. Advanced Planning processes, General Plan Amendments as needed for certain development projects, and zoning matters. General Plan Element updates are also processed as required by state and federal law.

Advanced Planning works with regional agencies, such as the Air Quality Management District (AQMD), the Southern California Association of Governments (SCAG), the Center for Demographic Research, and the Orange County Council of Governments (OCCOG) on regional planning, demographic and socioeconomic issues. This program also oversees and conducts all environmental reviews and clearances.

Advanced Planning Services Accomplishments and Goals
2023–2025 Accomplishments
Updated the Policies and Standards update to ensure the noise standards are consistent with the General Plan.

Developed and implemented a Local Hazard Mitigation Plan to identify risks and vulnerabilities associated with natural disasters, and to develop long-term strategies for protecting people and property from future hazards.
2025-2027 Goals
Develop policies and programs to promote energy efficiency and reduce greenhouse gas emissions as part of the Sustainability Implementation Program to implement actions in the General Plan.

Evaluate the effectiveness of existing Business Regulations and propose revisions that will streamline processes and protect public health and safety.

Advanced Planning Services Program by Funding Source
All Funds
General Fund
Personnel Services $235,328 $255,100 $266,400 $279,200
Contractual Services $83,506 $339,110 $100,000 $100,000 Supplies, Materials and Other $0 $400 $0 $0
Total General Fund: $318,834 $594,610 $366,400 $379,200 Special Revenue
Cal-Fire LHMP Wildfire Prevention
Contractual Services $6,123 $4,052 $0 $0
Supplies, Materials and Other $6,633 $0 $0 $0
Total Cal-Fire LHMP Wildfire Prevention: $12,757 $4,052 $0 $0 Total Special Revenue: $12,757 $4,052 $0 $0
Total All Funds: $331,591 $598,662 $366,400 $379,200
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 153 Advanced Planning Services Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
Expense Objects
Personnel Services
Salaries and Wages $185,550 $196,500 $205,900 $218,300
Non Wage Compensation $1,300 $0 $0 $0
Employee Benefits $26,772 $34,300 $35,700 $35,700
Retirement Benefits $21,706 $24,300 $24,800 $25,200
Total Personnel Services: $235,328 $255,100 $266,400 $279,200 Contractual Services
Professional Services $89,629 $343,162 $100,000 $100,000 Total Contractual Services: $89,629 $343,162 $100,000 $100,000 Supplies, Materials and Other $6,633 $400 $0 $0
Total Supplies, Materials and Other: $6,633 $400 $0 $0
Total Expense Objects: $331,591 $598,662 $366,400 $379,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 154 Building and Safety Services
Amy Stonich
Assistant Director of Community Development
The Building and Safety Services program is responsible for the review of building plans, issuance of building permits, inspection of structures, and investigation of complaints relating to building code violations. Plan review includes new construction, additions, remodeling and tenant improvements for both commercial and residential construction. This program also determines occupancy classification for new buildings and for changes in existing buildings, and enforces Title 24 (State Amendments to Uniform Code) as it relates to disabled access requirements and energy.

Building and Safety Services Accomplishments and Goals
2023–2025 Accomplishments
Provided timely customer service to the public and development community for the review of building plans and inspections.

Configured and implemented online submittal option and
permitting for solar online permits.

Updated the electronic version of the daily inspection schedule, available to be reviewed by the public online.

Ensured preparation and implementation of post-emergency building inspections.
2025-2027 Goals
Provide timely customer service to the public and development community for the review of building plans and inspections.

Tyler software implementation of online submittal, plan check, and permit issuance options for all types of projects.

Evaluate options for Building & Safety services provision based on future buildouts as Lake Forest transitions from a developing to a maintenance city.

Improve the digital daily inspection schedule on the City website with instantaneous updates.

Building and Safety Services Program by Funding Source
All Funds
General Fund
Personnel Services $115,821 $125,600 $119,400 $125,200
Contractual Services $1,039,345 $1,294,700 $1,644,700 $1,594,700 Supplies, Materials and Other $3,284 $9,860 $3,700 $3,700 Total General Fund: $1,158,450 $1,430,160 $1,767,800 $1,723,600 Special Revenue
Certified Access Specialist CASP
Contractual Services $1,000 $5,000 $5,000 $5,000
Total Certified Access Specialist CASP: $1,000 $5,000 $5,000 $5,000 Total Special Revenue: $1,000 $5,000 $5,000 $5,000
Total All Funds: $1,159,450 $1,435,160 $1,772,800 $1,728,600 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted Building and Safety Services Program Summary
City of Lake Forest | 2025-2027 Operating Budget Page 155 Budgeted and Historical Expenditures by Expense Type
Millions
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.5
$1
$1.5
$2
Expense Objects
Personnel Services
Salaries and Wages $91,308 $96,500 $93,200 $98,800
Non Wage Compensation $640 $0 $0 $0
Employee Benefits $13,160 $17,200 $14,900 $15,000
Retirement Benefits $10,714 $11,900 $11,300 $11,400
Total Personnel Services: $115,821 $125,600 $119,400 $125,200 Contractual Services
Professional Services $1,040,345 $1,066,345 $1,455,000 $1,405,000 Software and Digital Products $0 $233,355 $194,700 $194,700 Total Contractual Services: $1,040,345 $1,299,700 $1,649,700 $1,599,700 Supplies, Materials and Other $3,284 $9,860 $3,700 $3,700 Total Supplies, Materials and Other: $3,284 $9,860 $3,700 $3,700 Total Expense Objects: $1,159,450 $1,435,160 $1,772,800 $1,728,600 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 156 Community Preservation
Amy Stonich
Assistant Director of Community Development
The Community Preservation program is responsible for the enforcement of the City's municipal code including zoning regulations and codes including property maintenance, signage, nonconforming uses and structures. The Code Enforcement officers respond to citizen complaints and pursue resolution to violations that are observed in the field.

Community Preservation Accomplishments and Goals
2023–2025 Accomplishments
Enforced the termination of illegal businesses and ensured closure within 30 days.

Initiated and adopted code amendments to ensure property maintenance is enforceable.

Designed and launched a new citywide Community Preservation Program, and a volunteer Landscape Program.

Began research for the Neighborhood Improvement Task Force to gather data regarding neighborhood conditions.
2025-2027 Goals
Continue to enforce the termination of illegal businesses and ensure their closure within 30 days.

Continue the Neighborhood Improvement Task Force project through completion.

Collaborate with a nonprofit to fully implement the citywide Community Preservation Program and volunteer Landscape
Program.

Community Preservation Program by Funding Source
All Funds
General Fund
Personnel Services $447,340 $721,900 $757,200 $791,900
Contractual Services $46,550 $374,700 $44,200 $44,200
Membership and Development $4,785 $8,870 $17,700 $16,100 Supplies, Materials and Other $5,247 $27,756 $22,100 $17,700 Strategic Items Budget $0 $50,000 $0
Total General Fund: $503,922 $1,133,226 $891,200 $869,900 Total All Funds: $503,922 $1,133,226 $891,200 $869,900
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 157 Community Preservation Program Summary
Budgeted Program Expenditures by Category
Millions
Strategic Items Budget
Membership and Development
Supplies, Materials and Other
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
$1
Expense Objects
Personnel Services
Salaries and Wages $340,445 $547,100 $569,000 $600,700
Non Wage Compensation $4,144 $0 $0 $0
Employee Benefits $67,556 $125,200 $138,000 $138,500
Retirement Benefits $35,195 $49,600 $50,200 $52,700
Total Personnel Services: $447,340 $721,900 $757,200 $791,900 Contractual Services
Professional Services $25,063 $220,000 $30,000 $30,000
Software and Digital Products $0 $9,500 $9,500
Non Professional Services $18,139 $150,000 $0 $0
Utilities and Utility Services $3,349 $4,700 $4,700 $4,700 Total Contractual Services: $46,550 $374,700 $44,200 $44,200 Membership and Development $4,785 $8,870 $17,700 $16,100 Total Membership and Development: $4,785 $8,870 $17,700 $16,100 Supplies, Materials and Other $5,247 $27,756 $22,100 $17,700 Total Supplies, Materials and Other: $5,247 $27,756 $22,100 $17,700 Strategic Items Budget $0 $50,000 $0
Total Strategic Items Budget: $0 $50,000 $0
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 158 Total Expense Objects: $503,922 $1,133,226 $891,200 $869,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 159 Engineering and Inspection
Thomas Wheeler
Director of Public Works/ City Engineer
Public Works Engineering and Inspection operates and supports the following Programs:

Engineering Support
Engineering Services
Inspection Services
Engineering and Inspection Organizational Chart
Thomas Wheeler
Director of Public
Works / City
Engineer
Engineering and
Inspection Services
Carole Langford
Administrative
Specialist
Engineering
Support
Douglas Erdman
Assistant City
Engineer
Engineering and
Inspection Services
Randy Fiore
Senior Permit
Technician
Engineering and
Inspection Services
Nazila Mokarram
Principal Civil
Engineer
Joe Claudio
Principal Civil Engineer
City of Lake Forest | 2025-2027 Operating Budget Page 160 Engineering and Inspection Expenditures by Program
Expenditures
Planning, Engineering, Building and Safety
Engineering Support $297,744 $359,400 $337,600 $349,200 Engineering Services $257,943 $644,730 $649,400 $703,300 Inspection Services $1,213,513 $1,199,800 $1,272,500 $1,205,400 Total Planning, Engineering, Building and Safety: $1,769,200 $2,203,930 $2,259,500 $2,257,900 Total Expenditures: $1,769,200 $2,203,930 $2,259,500 $2,257,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 161 Engineering and Inspection Expenditures by Category
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.5
$1
$1.5
$2
$2.5
Expense Objects
Personnel Services
Salaries and Wages $608,492 $796,900 $872,300 $923,400
Non Wage Compensation $5,265 $0 $0 $0
Employee Benefits $82,867 $144,700 $155,000 $155,700
Retirement Benefits $66,686 $94,400 $96,500 $98,600
Total Personnel Services: $763,310 $1,036,000 $1,123,800 $1,177,700 Contractual Services
Professional Services $984,083 $1,144,400 $1,101,000 $1,051,000 Utilities and Utility Services $582 $600 $600 $600
Total Contractual Services: $984,665 $1,145,000 $1,101,600 $1,051,600 Membership and Development
Membership and Development $15,744 $14,200 $27,000 $22,500 Total Membership and Development: $15,744 $14,200 $27,000 $22,500 Supplies, Materials and Other
Supplies < 1 Year $595 $3,230 $6,400 $5,400
Material > 1 Year <$5,000 $319 $600 $0 $0
Other Expenses $4,568 $4,900 $700 $700
Total Supplies, Materials and Other: $5,481 $8,730 $7,100 $6,100 Total Expense Objects: $1,769,200 $2,203,930 $2,259,500 $2,257,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 162 Engineering Support
Thomas Wheeler
Director of Public Works / City Engineer
Engineering Support provides responsibility for administration of the Public Works Department and its associated programs. This program provides administrative support to all personnel, as well as general leadership for the Department, its goals, and its responsibilities. It provides representation for the City at regional governmental agencies such as the Orange County Transportation Authority (OCTA) and Transportation Corridor Agencies (TCA), and in professional organizations, such as the American Public Works Association and the American Society of Civil Engineers. Development of major capital projects, including concept planning, grant funding applications, budget development and monitoring, and project coordination are also handled by this program.

Engineering Support Program by Funding Source
All Funds
General Fund
Personnel Services $288,353 $348,700 $323,800 $338,400
Contractual Services $582 $0 $0 $0
Membership and Development $7,453 $6,650 $12,000 $9,000 Supplies, Materials and Other $1,356 $4,050 $1,800 $1,800 Total General Fund: $297,744 $359,400 $337,600 $349,200 Total All Funds: $297,744 $359,400 $337,600 $349,200
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 163 Engineering Support Program Summary
Budgeted Program Expenditures by Category
Millions
Contractual Services
Supplies, Materials and Other
Membership and Development
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
Expense Objects
Personnel Services
Salaries and Wages $229,647 $270,900 $253,800 $267,800
Non Wage Compensation $1,885 $0 $0 $0
Employee Benefits $31,086 $46,300 $41,900 $42,100
Retirement Benefits $25,734 $31,500 $28,100 $28,500
Total Personnel Services: $288,353 $348,700 $323,800 $338,400 Contractual Services
Utilities and Utility Services $582 $0 $0 $0
Total Contractual Services: $582 $0 $0 $0
Membership and Development $7,453 $6,650 $12,000 $9,000 Total Membership and Development: $7,453 $6,650 $12,000 $9,000 Supplies, Materials and Other $1,356 $4,050 $1,800 $1,800 Total Supplies, Materials and Other: $1,356 $4,050 $1,800 $1,800 Total Expense Objects: $297,744 $359,400 $337,600 $349,200 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 164 Engineering Services
Doug Erdman
Engineering Services Manager
This program is responsible for the development and construction of projects in the Capital Improvement Program (CIP), including but not limited to park improvements, traffic improvements, slurry seal, concrete, arterial resurfacing, and the biennial update of the Pavement Management Program as required by Measure M. Processing right-of-way acquisitions and updating the City’s Pavement Management System are additional responsibilities of this program. It also serves as the staff liaison between the City and other agencies for multijurisdictional and externally controlled construction projects as well as the management of consultants working on designs, construction management, and inspections of Capital Improvement Projects.

Engineering Services Accomplishments and Goals
2023-2025 Accomplishments
Maintained a Pavement Condition Index rating of 75 or higher.

Completed 31 CIP Projects.

Completed design on El Toro resurfacing, El Toro median, and Jeronimo widening combination project.

Initiated right-of-way negotiations and began design on the Meadows Traffic Mitigation Program Intersection Improvements at Bake Parkway and Toledo Way.
2025-2027 Goals
Maintain a Pavement Condition Index rating of 75 or higher.

Complete at least 20 projects from new and carryover CIP projects.

Complete the arterial resurfacing on Bake Parkway from SR-241 to Artist Way.

Complete the arterial resurfacing and median installation on El Toro Road from Jeronimo to Trabuco.

Complete right-of-way negotiations and design of the Meadows Traffic Improvements at Bake Parkway and Toledo Way.

Engineering Services Program by Funding Source
All Funds
General Fund
Personnel Services $231,505 $488,100 $528,100 $554,500
Contractual Services $14,023 $144,400 $101,000 $131,000 Membership and Development $8,290 $7,550 $15,000 $13,500 Supplies, Materials and Other $4,125 $4,680 $5,300 $4,300 Total General Fund: $257,943 $644,730 $649,400 $703,300 Total All Funds: $257,943 $644,730 $649,400 $703,300
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 165 Engineering Services Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
Expense Objects
Personnel Services
Salaries and Wages $190,503 $380,600 $413,000 $437,800
Non Wage Compensation $1,300 $0 $0 $0
Employee Benefits $20,808 $63,700 $70,900 $71,300
Retirement Benefits $18,894 $43,800 $44,200 $45,400
Total Personnel Services: $231,505 $488,100 $528,100 $554,500 Contractual Services
Professional Services $14,023 $144,400 $101,000 $131,000 Total Contractual Services: $14,023 $144,400 $101,000 $131,000 Membership and Development $8,290 $7,550 $15,000 $13,500 Total Membership and Development: $8,290 $7,550 $15,000 $13,500 Supplies, Materials and Other $4,125 $4,680 $5,300 $4,300 Total Supplies, Materials and Other: $4,125 $4,680 $5,300 $4,300 Total Expense Objects: $257,943 $644,730 $649,400 $703,300 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 166 Inspection Services
Doug Erdman
Engineering Services Manager
This program reviews private development proposals, drainage plans, street improvement plans, grading plans, geotechnical reports, and landscape plans for conformance with all codes and ordinances adopted by the City or mandated by the State, as well as coordinates appropriate review by other agencies. The program also reviews and administers developer bonds and agreements, encroachment, grading, and transportation permitting. The approval of tract maps, parcel maps, lot line adjustments, easements, and certificates of correction is also conducted by this program. In addition, this program provides inspection services for grading, development projects, encroachment permits, and haul routes permit applications, to ensure compliance with City-approved plans, specifications, and regulations, including all grading activities and the construction of roads, bridges, storm drains, traffic systems, landscape improvement projects, and commercial and residential development projects. This program is supported by fees charged to developers, property owners, and utilities. This program also provides inspection services for special projects such as utility related emergency repairs and water quality violations on an as-needed basis.

Inspection Services Accomplishments and Goals
2023–2025 Accomplishments
Continued to meet/exceed goal of 90% plan review within 10 days.

Continued to provide quality inspection services for
developments within the city.

Continued inspections at Portola Oaks (Baldwin) and the Meadows (Toll Brothers Nakase) properties as they are completed and closed out, and at other development projects in the city. 2025-2027 Goals
Continue to meet/exceed the goal of 90% plan review within 10 days.

Continue to provide quality inspection services for developments within the city.

Continue inspections at all development projects, including Portola Oaks (Baldwin) and the close out of the Meadows (Toll Brothers Nakase) properties.

Inspection Services Program by Funding Source
All Funds
General Fund
Personnel Services $243,452 $199,200 $271,900 $284,800
Contractual Services $970,060 $1,000,600 $1,000,600 $920,600 Total General Fund: $1,213,513 $1,199,800 $1,272,500 $1,205,400 Total All Funds: $1,213,513 $1,199,800 $1,272,500 $1,205,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 167 Inspection Services Program Summary
Budgeted and Historical Expenditures by Expense Type
Millions
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
$1.5
Expense Objects
Personnel Services
Salaries and Wages $188,342 $145,400 $205,500 $217,800
Non Wage Compensation $2,080 $0 $0 $0
Employee Benefits $30,972 $34,700 $42,200 $42,300
Retirement Benefits $22,059 $19,100 $24,200 $24,700
Total Personnel Services: $243,452 $199,200 $271,900 $284,800 Contractual Services
Professional Services $970,060 $1,000,000 $1,000,000 $920,000 Utilities and Utility Services $0 $600 $600 $600
Total Contractual Services: $970,060 $1,000,600 $1,000,600 $920,600 Total Expense Objects: $1,213,513 $1,199,800 $1,272,500 $1,205,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 168 Transportation
Thomas Wheeler
Director of Public Works / City Engineer
The Transportation program area includes 4 programs encompassing the transportation functions of a city. They include transportation planning, signal maintenance services, traffic operations, and traffic safety.

Transportation Organizational Chart
Thomas Wheeler
Director of Public
Works / City
Engineer
Transportation
Tran Tran
Traffic Engineering
Manager
Planning, Signal
Maintenance,
Operations, Safety
Support
Traffic and Parking
Commission
City of Lake Forest | 2025-2027 Operating Budget Page 169 Expenditures by Fund
City of Lake Forest | 2025-2027 Operating Budget Page 170 Transportation by Category
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Strategic Items Budget
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.5
$1
$1.5
$2
$2.5
$3
Expense Objects
Personnel Services $219,569 $215,200 $256,500 $269,200
Total Personnel Services: $219,569 $215,200 $256,500 $269,200 Contractual Services $748,905 $1,471,290 $1,408,900 $1,428,900 Total Contractual Services: $748,905 $1,471,290 $1,408,900 $1,428,900 Membership and Development $4,113 $4,350 $5,500 $5,500
Total Membership and Development: $4,113 $4,350 $5,500 $5,500 Supplies, Materials and Other $7,009 $18,550 $32,200 $32,200 Total Supplies, Materials and Other: $7,009 $18,550 $32,200 $32,200 Strategic Items Budget
Strategic Planning Items $0 $50,000 $230,000
Total Strategic Items Budget: $0 $50,000 $230,000
Total Expense Objects: $979,597 $1,709,390 $1,753,100 $1,965,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 171 This page left intentionally blank.

City of Lake Forest | 2025-2027 Operating Budget Page 172 Transportation Planning
Tran Tran
Traffic Engineering Manager
The Transportation Planning program reviews and makes recommendations on public and private development plans to ensure their consistency with sound transportation planning and traffic engineering principles. These activities include the review of environmental documents prepared by adjacent communities to assess potential transportation impacts on the City. Transportation Planning also prepares applications for all applicable grant programs. In addition, this program helps coordinate transportation planning on a regional scale with other agencies; provides technical support and analysis for the transportation studies and transportation-related issues associated with the development of the City's General Plan; monitors activities of the Orange County Transportation Authority (OCTA), attends monthly Technical Advisory Committee (TAC) meetings, and participates in other special technical advisory groups and conducts special studies as directed by City Council.

Transportation Planning Accomplishments and Goals
2023–2025 Accomplishments
Balanced public and private development from a traffic
perspective and met the strategic goal of a livable city that is wellplanned, attractive and safe.

Began the Traffic Operation Improvement study to optimize intersection efficiency.

Implemented developer-funded traffic mitigation projects (i.e.

Lake Forest Transportation Mitigation Program, Foothill Circulation Phasing Plan, and the Meadows Development
Agreement) to help improve overall traffic flow and operations throughout the city at El Toro/Portola, Lake Forest/Rancho, Lake Forest/Jeronimo, and Los Alisos/Rockfield.
2025-2027 Goals
Continue to balance public and private development from a traffic perspective and meet the strategic goal of a livable city that is well-planned, attractive, and safe.

Continue the Traffic Operation Improvement study to optimize intersection efficiency and identify corridor traffic safety measures.

Continue to implement developer-funded traffic mitigation projects (i.e. Lake Forest Transportation Mitigation Program, Foothill Circulation Phasing Plan, and The Meadows Development Agreement) to help improve overall traffic flow and operations throughout the city.

Transportation Planning Program by Funding Source
All Funds
General Fund
Personnel Services $53,740 $32,900 $56,700 $59,500
Contractual Services $1,710 $293,290 $50,000 $50,000
Total General Fund: $55,450 $326,190 $106,700 $109,500
Capital Improvements
Lake Forest Traffic Mitigation
Contractual Services $56,672 $130,000 $300,000 $300,000 Total Lake Forest Traffic Mitigation: $56,672 $130,000 $300,000 $300,000 Foothill Circulation Phasing Plan
Contractual Services $0 $0 $10,000 $10,000
Total Foothill Circulation Phasing Plan: $0 $0 $10,000 $10,000 Total Capital Improvements: $56,672 $130,000 $310,000 $310,000 Total All Funds: $112,122 $456,190 $416,700 $419,500
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 173 Transportation Planning Program Summary
Budgeted Program Expenditures by Category
Millions
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
Expense Objects
Personnel Services
Salaries and Wages $43,635 $25,100 $43,800 $46,400
Non Wage Compensation $325 $0 $0 $0
Employee Benefits $4,294 $4,500 $7,400 $7,500
Retirement Benefits $5,486 $3,300 $5,500 $5,600
Total Personnel Services: $53,740 $32,900 $56,700 $59,500 Contractual Services
Professional Services $58,382 $388,290 $360,000 $360,000 Non Professional Services $0 $35,000 $0 $0
Total Contractual Services: $58,382 $423,290 $360,000 $360,000 Total Expense Objects: $112,122 $456,190 $416,700 $419,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 174 Signal Maintenance Services
Tran Tran
Traffic Engineering Manager
The Signal Maintenance Services program is responsible for coordinating and reviewing the annual operation, repair, and upgrade of traffic signal equipment, including the payment of monthly electricity service bills and the administration of routine and extraordinary maintenance service contracts. This program also monitors annual operation and repair of traffic signal equipment provided through joint-agency cooperative agreements.

Signal Maintenance Services Accomplishments and Goals
2023–2025 Accomplishments
Ensured pedestrians, bicyclists, and motorists travel as efficiently and safely as possible on the roadways by sufficiently maintaining the traffic signal infrastructure.

Implemented a centralized traffic management center at City Hall to efficiently and effectively manage traffic signals.

Improved the traffic signal system communication network by replacing outdated copper technology with new fiber-optic technology to address traffic signal reliability and responsiveness to the centralized traffic management center.

Updated the City's traffic signal roadway lights to a more energyefficient LED light fixture.

Completed the implementation of the new traffic signal street name signs (known as reflectorized street name signs).
2025-2027 Goals
Continue to ensure pedestrians, bicyclists, and motorists travel as efficiently and safely as possible on the roadways by sufficiently maintaining the traffic signal infrastructure.

Maintain and enhance the City's Traffic Management Center at City Hall to efficiently manage traffic demand.

Continue to improve the traffic signal system communication network by replacing outdated copper technology with new fiberoptic technology to address traffic signal reliability and responsiveness to the centralized traffic management center.

Continue to update the City's traffic signal roadway lights to a more energy-efficient LED light fixture.

Signal Maintenance Services Program by Funding Source
All Funds
General Fund
Personnel Services $38,916 $65,500 $56,700 $59,500
Contractual Services $77,830 $78,000 $110,400 $110,400
Supplies, Materials and Other $6,704 $15,000 $32,000 $32,000 Total General Fund: $123,450 $158,500 $199,100 $201,900 Special Revenue
State Gas Tax HUTA
Contractual Services $458,261 $600,000 $613,500 $618,500 Total State Gas Tax HUTA: $458,261 $600,000 $613,500 $618,500 Total Special Revenue: $458,261 $600,000 $613,500 $618,500 Total All Funds: $581,712 $758,500 $812,600 $820,400
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 175 Signal Maintenance Services Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.5
$1
$1.5
$2
Expense Objects
Personnel Services
Salaries and Wages $30,444 $50,200 $43,800 $46,400
Non Wage Compensation $260 $0 $0 $0
Employee Benefits $4,459 $8,700 $7,400 $7,500
Retirement Benefits $3,754 $6,600 $5,500 $5,600
Total Personnel Services: $38,916 $65,500 $56,700 $59,500 Contractual Services
Governmental Agencies $26,370 $18,000 $20,400 $20,400
Professional Services $401,240 $555,500 $590,000 $590,000 Non Professional Services $2,735 $4,500 $3,500 $3,500
Utilities and Utility Services $105,746 $100,000 $110,000 $115,000 Total Contractual Services: $536,091 $678,000 $723,900 $728,900 Supplies, Materials and Other $6,704 $15,000 $32,000 $32,000 Total Supplies, Materials and Other: $6,704 $15,000 $32,000 $32,000 Total Expense Objects: $581,712 $758,500 $812,600 $820,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 176 Traffic Operations
Tran Tran
Traffic Engineering Manager
This program plans, implements, and operates the citywide, regionally integrated traffic signal system. Traffic Operations monitors traffic flow patterns to determine the traffic control devices needed at signalized intersections, by using traffic volume counts, turn movements at critical intersections, pedestrian counts, and speed surveys. The implementation and management of the Traffic Signal Synchronization Project ("TSSP") falls within this program’s purview. Traffic Operations also prepares and reviews unsignalized intersections to determine the need for new traffic signals and investigates and addresses citizen inquiries on circulation and traffic operation problems to identify and implement corrective measures. Reviewing and monitoring signing and striping, maintaining, or replacing traffic control devices, reviewing construction, detour, and striping plans for capital projects, and reviewing encroachment, parking, special event, and transportation permits to ensure compliance with adopted City standards and policies are all responsibilities of the Traffic Operations program.

Traffic Operations Accomplishments and Goals
2023–2025 Accomplishments
Ensured pedestrians, bicyclists, and motorists traveled as efficiently and safely as possible on the roadways by using traffic signal monitoring systems, synchronized traffic signals, and conducting traffic counts to measure traffic volume to improve traffic flow by reducing delays, stops, vehicle emissions, and the number of traffic collisions.

Improved real-time traffic operations, responsiveness and safety measures by implementing hybrid (camera and radar) detection systems to further enhance the centralized traffic management center and provide a more reliable detection system to detect cyclists on the roadway.

Implemented "defacto lanes" within the Capital Improvement Program projects that are widening the roadway to improve traffic flow for the through and right turn movements.

Implemented striped on-street bike lanes along arterial roadways to promote safe and efficient movement of cyclists within our community.
2025-2027 Goals
Continue to ensure pedestrians, bicyclists, and motorists travel as efficiently and safely as possible on the roadways by using traffic signal monitoring systems, synchronized traffic signals, and conducting traffic counts to measure traffic volume to improve traffic flow by reducing delays, stops, vehicle emissions, and the number of traffic collisions.

Continue to improve real-time traffic operations, responsiveness and safety measures by implementing hybrid (camera and radar) detection systems to further enhance the centralized traffic management center and provide a more reliable detection system to detect cyclists on the roadway.

Continue to implement "defacto lanes" within the Capital Improvement Program projects that are widening the roadway to improve traffic flow for the through and right turn movements.

Continue to implement striped on-street bike lanes along arterial roadways to promote safe and efficient movement of cyclists within our community.

City of Lake Forest | 2025-2027 Operating Budget Page 177 Traffic Operations Program by Funding Source
All Funds
General Fund
Personnel Services $50,418 $83,300 $86,400 $90,700
Contractual Services $2,872 $15,000 $5,000 $5,000
Membership and Development $4,113 $4,350 $5,500 $5,500
Supplies, Materials and Other $305 $3,350 $200 $200
Total General Fund: $57,709 $106,000 $97,100 $101,400
Special Revenue
State Gas Tax HUTA
Personnel Services $47,501 $600 $0 $0
Contractual Services $151,559 $355,000 $320,000 $335,000 Total State Gas Tax HUTA: $199,060 $355,600 $320,000 $335,000 Total Special Revenue: $199,060 $355,600 $320,000 $335,000 Total All Funds: $256,769 $461,600 $417,100 $436,400
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 178 Traffic Operations Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
Expense Objects
Personnel Services
Salaries and Wages $74,990 $64,300 $67,300 $71,300
Non Wage Compensation $650 $0 $0 $0
Employee Benefits $12,895 $11,100 $10,600 $10,800
Retirement Benefits $9,384 $8,500 $8,500 $8,600
Total Personnel Services: $97,919 $83,900 $86,400 $90,700 Contractual Services
Professional Services $151,559 $355,000 $320,000 $335,000 Non Professional Services $2,872 $15,000 $5,000 $5,000
Total Contractual Services: $154,431 $370,000 $325,000 $340,000 Membership and Development $4,113 $4,350 $5,500 $5,500
Total Membership and Development: $4,113 $4,350 $5,500 $5,500 Supplies, Materials and Other $305 $3,350 $200 $200
Total Supplies, Materials and Other: $305 $3,350 $200 $200 Total Expense Objects: $256,769 $461,600 $417,100 $436,400 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 179 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 180 Traffic Safety
Tran Tran
Traffic Engineering Manager
This program monitors and analyzes reported traffic accidents to identify possible accident patterns or trends and determines possible corrective measures or safety improvements to reduce accidents and improve roadway safety. This program also evaluates traffic counts, turn movement counts, radar surveys, parking studies and other field investigations for use in safety and other traffic analyses; investigates citizen requests for neighborhood traffic and other traffic safety issues; evaluates traffic circulation at various schools and/or bus stop locations; monitors the vehicular speeds at speed feedback sign locations; and responds to requests relating to vehicular, bicycle, pedestrian, and school crossing guard activities. The Traffic Safety program also provides an annual collision analysis, including accident trend analyses and recommended corrective measures, to the Traffic and Parking Commission.

Traffic Safety Accomplishments and Goals
2023–2025 Accomplishments
Implemented traffic safety measures appropriate for the given conditions.

Educated the public about traffic safety measures and enforced our public streets to maintain a family-friendly environment and a high quality of life.

Encouraged the public to practice safe measures for traffic safety.

Evaluated conditions and emerging technological trends for traffic safety (the Five E's of Traffic Safety).
2025-2027 Goals
Continue to implement traffic safety measures appropriate for the given condition.

Continue to educate the public about traffic safety measures and enforce our public streets to maintain a family-friendly environment and a high quality of life.

Continue to encourage the public to practice safe measures for traffic safety.

Continue to evaluate conditions and emerging technological trends for traffic safety (the Five E's of Traffic Safety: Engineering, Education, Enforcement, Engagement, and Emerging
Technologies).

Traffic Safety Program by Funding Source
All Funds
General Fund
Personnel Services $28,994 $32,900 $56,700 $59,500
Supplies, Materials and Other $0 $200 $0 $0
Strategic Items Budget $0 $50,000 $230,000
Total General Fund: $28,994 $33,100 $106,700 $289,500
Total All Funds: $28,994 $33,100 $106,700 $289,500
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 181 Traffic Safety Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Personnel Services
Strategic Items Budget
FY2024FY2025FY2026FY2027
$0
$0.05
$0.1
$0.15
$0.2
$0.25
$0.3
$0.35
Expense Objects
Personnel Services
Salaries and Wages $22,603 $25,100 $43,800 $46,400
Non Wage Compensation $195 $0 $0 $0
Employee Benefits $3,381 $4,500 $7,400 $7,500
Retirement Benefits $2,815 $3,300 $5,500 $5,600
Total Personnel Services: $28,994 $32,900 $56,700 $59,500 Supplies, Materials and Other $0 $200 $0 $0
Total Supplies, Materials and Other: $0 $200 $0 $0
Strategic Items Budget $0 $50,000 $230,000
Total Strategic Items Budget: $0 $50,000 $230,000
Total Expense Objects: $28,994 $33,100 $106,700 $289,500 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 182 Environmental Services
Thomas Wheeler
Director of Public Works / City Engineer
The Environmental Services program area includes 5 programs encompassing the environmental services functions of a city. They include trash and recycling services, C&D waste reduction recycling, organic waste recycling, beverage waste recycling, and NPDES Stormwater Program.

Environmental Services Organizational Chart
Environmental Services
Doug Erdman
Assistant Director of
Public Works
Environmental
Services
Devin Slaven
Environmental
Manager
NPDES Stormwater
Program
Peter Meier
Environmental
Compliance Quality
Inspector
Christine Groves
Administrative
Manager
Trash & Recycling,
C&D, Organic Waste
Recycling
Rosalie Reyes
Management
Assistant
City of Lake Forest | 2025-2027 Operating Budget Page 183 Expenditures by Fund
All Funds
General Fund
General
Personnel Services $498,206 $546,500 $552,300 $602,000 $630,000 Contractual Services $654,277 $362,300 $596,400 $557,700 $535,200 Membership and Development $4,226 $6,700 $8,100 $5,900 $6,900 Supplies, Materials and Other $98,811 $132,380 $65,180 $40,800 $40,800 Total General: $1,255,521 $1,047,880 $1,221,980 $1,206,400 $1,212,900 Total General Fund: $1,255,521 $1,047,880 $1,221,980 $1,206,400 $1,212,900 Special Revenue
C&D Waste Reduction Recycling
Contractual Services $43,768 $50,000 $74,159 $0 $0
Total C&D Waste Reduction Recycling: $43,768 $50,000 $74,159 $0 $0 SB1383 Organics Waste Recycling
Contractual Services $37,872 $85,899 $52,775 $0 $0
Supplies, Materials and Other $49,955 $188,869 $0 $0
Total SB1383 Organics Waste Recycling: $87,827 $85,899 $241,644 $0 $0 Beverage Recycling
Membership and Development $2,613 $2,000 $4,000 $5,000 $5,000 Capital Outlays $17,575 $19,000 $40,749 $16,000 $16,000 Total Beverage Recycling: $20,188 $21,000 $44,749 $21,000 $21,000 Solid Waste and Recycling Agreement
Contractual Services $0 $803,420 $803,620
Membership and Development $0 $2,400 $2,200
Supplies, Materials and Other $0 $139,800 $139,800
Total Solid Waste and Recycling
Agreement: $0 $945,620 $945,620
Total Special Revenue: $151,783 $156,899 $360,553 $966,620 $966,620 Total All Funds: $1,407,304 $1,204,779 $1,582,533 $2,173,020 $2,179,520 Name FY2024
Actuals
FY2024
Budgeted
FY2025
Budgeted
FY2026
Budgeted
FY2027
Budgeted
City of Lake Forest | 2025-2027 Operating Budget Page 184 Environmental Services by Category
Budgeted Program Expenditures by Category
Millions
Membership and Development
Capital Outlays
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.5
$1
$1.5
$2
$2.5
Expense Objects
Personnel Services $498,206 $552,300 $602,000 $630,000
Total Personnel Services: $498,206 $552,300 $602,000 $630,000 Contractual Services $735,917 $723,334 $1,361,120 $1,338,820 Total Contractual Services: $735,917 $723,334 $1,361,120 $1,338,820 Membership and Development $6,840 $12,100 $13,300 $14,100 Total Membership and Development: $6,840 $12,100 $13,300 $14,100 Supplies, Materials and Other
Mulch $49,955 $188,869 $137,600 $137,600
Total Supplies, Materials and Other: $148,766 $254,049 $180,600 $180,600 Capital Outlays $17,575 $40,749 $16,000 $16,000
Total Capital Outlays: $17,575 $40,749 $16,000 $16,000
Total Expense Objects: $1,407,304 $1,582,533 $2,173,020 $2,179,520 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 185 This page is intentionally left blank.

City of Lake Forest | 2025-2027 Operating Budget Page 186 Trash and Recycling Services
Christine Groves
Administrative Manager
This program implements a variety of recycling programs to meet state recycling mandates and offers public education and outreach on recycling and solid waste services. It also monitors solid waste legislation and new recycling programs implemented in other cities; administers special waste management grants; and, prepares and submits reporting as required by state law.

Trash and Recycling Services Accomplishments and Goals
2023–2025 Accomplishments
Ensured the solid waste hauler is in compliance with all stipulations of the Solid Waste Services Agreement.

Completed the procurement process and awarded a new Solid Waste Services Agreement.

Implemented new Solid Waste Services Agreement.
2025-2027 Goals
Continue to ensure the solid waste hauler is in compliance with all stipulations of the Solid Waste Services Agreement.

Trash and Recycling Services Program by Funding Source
All Funds
General Fund
Personnel Services $152,392 $184,900 $209,400 $219,300
Contractual Services $308,732 $89,800 $0 $0
Membership and Development $540 $1,600 $0 $0
Supplies, Materials and Other $21,993 $25,100 $0 $0
Total General Fund: $483,657 $301,400 $209,400 $219,300 Special Revenue
C&D Waste Reduction Recycling
Contractual Services $43,768 $74,159 $0 $0
Total C&D Waste Reduction Recycling: $43,768 $74,159 $0 $0 Solid Waste and Recycling Agreement
Contractual Services $0 $803,420 $803,620
Membership and Development $0 $2,400 $2,200
Supplies, Materials and Other $0 $139,800 $139,800
Total Solid Waste and Recycling Agreement: $0 $945,620 $945,620 Total Special Revenue: $43,768 $74,159 $945,620 $945,620 Total All Funds: $527,425 $375,559 $1,155,020 $1,164,920 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 187 Trash and Recycling Services Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
Expense Objects
Personnel Services
Salaries and Wages $112,403 $136,300 $156,000 $165,400
Non Wage Compensation $585 $0 $0 $0
Employee Benefits $27,788 $34,600 $37,700 $37,800
Retirement Benefits $11,615 $14,000 $15,700 $16,100
Total Personnel Services: $152,392 $184,900 $209,400 $219,300 Contractual Services
Professional Services $352,500 $163,839 $703,270 $703,470 Software and Digital Products $0 $120 $100,150 $100,150 Total Contractual Services: $352,500 $163,959 $803,420 $803,620 Membership and Development $540 $1,600 $2,400 $2,200
Total Membership and Development: $540 $1,600 $2,400 $2,200 Supplies, Materials and Other $21,993 $25,100 $139,800 $139,800 Total Supplies, Materials and Other: $21,993 $25,100 $139,800 $139,800 Total Expense Objects: $527,425 $375,559 $1,155,020 $1,164,920 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 188 C&D Waste Reduction Recycling
Christine Groves
Administrative Manager
This program oversees the City's Construction and Demolition (C&D) Waste Recycling Program, monitors, and adjusts programing to meet state mandates.

C&D Waste Reduction Recycling Accomplishments and Goals 2023–2025 Accomplishments
Maintained a minimum 65% overall diversion rate for CalGreencovered projects.

Maintained a C&D deposit refund rate over 90%.

Updated educational materials to assist property owners and contractors on diversion requirements of CalGreen-covered projects.
2025-2027 Goals
Continue to maintain a minimum 65% overall diversion rate for CalGreen-covered projects.

Continue to maintain a C&D deposit refund rate of over 90%.

Continue outreach with building permit applications regarding waste diversion.

C&D Waste Reduction Recycling Program by Funding Source All Funds
General Fund
Personnel Services $16,262 $17,500 $18,200 $19,000
Contractual Services $3,276 $6,000 $6,000 $6,000
Total General Fund: $19,538 $23,500 $24,200 $25,000
Total All Funds: $19,538 $23,500 $24,200 $25,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 189 C&D Waste Reduction Recycling Program Summary
Budgeted Program Expenditures by Category
Millions
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.005
$0.01
$0.015
$0.02
$0.025
$0.03
Expense Objects
Personnel Services
Salaries and Wages $12,402 $13,000 $13,700 $14,500
Non Wage Compensation $130 $0 $0 $0
Employee Benefits $2,188 $2,800 $2,800 $2,800
Retirement Benefits $1,542 $1,700 $1,700 $1,700
Total Personnel Services: $16,262 $17,500 $18,200 $19,000 Contractual Services
Software and Digital Products $3,276 $6,000 $6,000 $6,000 Total Contractual Services: $3,276 $6,000 $6,000 $6,000 Total Expense Objects: $19,538 $23,500 $24,200 $25,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 190 Organic Waste Recycling
Christine Groves
Administrative Manager
This program monitors organics collection implementation and ensures hauler fulfillment of Senate Bill 1383, tracks City purchases of organic materials, works directly with food generators to develop contracts with organizations for recovery for the food insecure, and provides ongoing outreach and education to prevent food waste.

Organic Waste Recycling Accomplishments and Goals
2023–2025 Accomplishments
Continued outreach to educate residents and businesses about reducing and recycling organic waste.

Worked with (“Tier Two”) edible food generators to set up food recovery programs.

Implemented waste inspections and compliance programs.
2025-2027 Goals
Continue outreach to educate residents and businesses about reducing and recycling organic waste.

Continue outreach with (“Tier Two”) edible food generators to set up food recovery programs.

Conitnue waste inspections and monitoring compliance with the City's solid waste diversion program.

Organic Waste Recycling Program by Funding Source
All Funds
General Fund
Personnel Services $40,575 $35,100 $45,800 $47,900
Total General Fund: $40,575 $35,100 $45,800 $47,900
Special Revenue
SB1383 Organics Waste Recycling
Contractual Services $37,872 $52,775 $0 $0
Supplies, Materials and Other $49,955 $188,869 $0 $0
Total SB1383 Organics Waste Recycling: $87,827 $241,644 $0 $0 Total Special Revenue: $87,827 $241,644 $0 $0
Total All Funds: $128,402 $276,744 $45,800 $47,900
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 191 Organic Waste Recycling Program Summary
Budgeted Program Expenditures by Category
Millions
Contractual Services
Supplies, Materials and Other
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.025
$0.05
$0.075
$0.1
$0.125
$0.15
Expense Objects
Personnel Services
Salaries and Wages $30,885 $26,000 $34,200 $36,300
Non Wage Compensation $325 $0 $0 $0
Employee Benefits $5,510 $5,700 $7,300 $7,300
Retirement Benefits $3,856 $3,400 $4,300 $4,300
Total Personnel Services: $40,575 $35,100 $45,800 $47,900 Contractual Services
Professional Services $37,872 $52,775 $0 $0
Total Contractual Services: $37,872 $52,775 $0 $0
Supplies, Materials and Other $49,955 $188,869 $0 $0
Total Supplies, Materials and Other: $49,955 $188,869 $0 $0 Total Expense Objects: $128,402 $276,744 $45,800 $47,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 192 Beverage Waste Recycling
Christine Groves
Administrative Manager
This program encourages the reduction and recycling of beverage containers and supports the redemption of California Redemption Value (“CRV”).

Beverage Waste Recycling Accomplishments and Goals
2023-2025 Accomplishments 2025-2027 Goals
Beverage Waste Recycling Program by Funding Source
All Funds
Special Revenue
Beverage Recycling
Membership and Development $2,613 $4,000 $5,000 $5,000
Capital Outlays $17,575 $40,749 $16,000 $16,000
Total Beverage Recycling: $20,188 $44,749 $21,000 $21,000 Total Special Revenue: $20,188 $44,749 $21,000 $21,000
Total All Funds: $20,188 $44,749 $21,000 $21,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 193 Beverage Waste Recycling Program Summary
Budgeted Program Expenditures by Category
Millions
Contractual Services
Membership and Development
Capital Outlays
FY2024FY2025FY2026FY2027
$0
$0.005
$0.01
$0.015
$0.02
$0.025
Expense Objects
Membership and Development $2,613 $4,000 $5,000 $5,000
Capital Outlays $17,575 $40,749 $16,000 $16,000
Total Expense Objects: $20,188 $44,749 $21,000 $21,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 194 NPDES Stormwater Program
Devin Slaven
Environmental Manager
The Environmental Compliance program ensures the City of Lake Forest complies with the National Pollutant Discharge Elimination System (NPDES) permits issued by the Santa Ana and the San Diego Regional Water Quality Control Boards. This program, implemented by City staff in parallel with the implementation of the Orange County Stormwater Program, ensures compliance with the NPDES Permits and Waste Discharge Requirements.

The provisions outlined in the NPDES permits require the City to implement several programmatic requirements, which include regular data collection, management, analysis, and semi-annual and annual reporting on the elements and the effectiveness of the City’s water quality program. Additional responsibilities include Water Quality Improvement Plan implementation, industrial, commercial and food service business database management and inspections, residential and pollution incident response and enforcement, review of all new and significant re-development proposals and long-term Water Quality Management Plan implementation, public education and outreach, water quality monitoring and assessment, illicit discharge detection and elimination, construction management, and implementation of the Drainage Area Management Plan.

NPDES Stormwater Program Accomplishments and Goals
2023-2025 Accomplishments
Remained in compliance with all Regional Water Quality Control Board's NPDES permit requirements and implemented new
regulations as they became approved.

Implemented the WQIP in conjunction with meeting all watershed management goals for the region.

Successfully negotiated an extension to the Fecal Coliform TMDL with Santa Ana Regional Water Quality Control Board staff through an updated Time Schedule Order which was adopted by the Regional Board.
2025-2027 Goals
Remain in compliance with all Regional Water Quality Control Board's NPDES permit requirements. Negotiate and implement new regulations as they become approved.

Implement the WQIP in conjunction with meeting all watershed management goals for the region.

Develop a plan to implement the new Santa Ana Regional Water Quality Control Board's NPDES permit requirements.

NPDES Stormwater Program by Funding Source
All Funds
General Fund
Personnel Services $288,978 $314,800 $328,600 $343,800
Contractual Services $342,269 $500,600 $551,700 $529,200 Membership and Development $3,686 $6,500 $5,900 $6,900
Supplies, Materials and Other $76,818 $40,080 $40,800 $40,800 Total General Fund: $711,751 $861,980 $927,000 $920,700 Total All Funds: $711,751 $861,980 $927,000 $920,700
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 195 NPDES Stormwater Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
$1
Expense Objects
Personnel Services
Salaries and Wages $223,559 $236,000 $249,000 $263,900
Non Wage Compensation $2,600 $0 $0 $0
Employee Benefits $39,893 $53,000 $53,500 $53,700
Retirement Benefits $22,925 $25,800 $26,100 $26,200
Total Personnel Services: $288,978 $314,800 $328,600 $343,800 Contractual Services
Governmental Agencies $315,093 $421,300 $439,000 $451,500 Professional Services $23,161 $15,000 $50,000 $40,000
Software and Digital Products $0 $55,000 $55,000 $30,000 Utilities and Utility Services $4,015 $2,800 $2,200 $2,200 Contributions to Organizations $0 $6,500 $5,500 $5,500
Total Contractual Services: $342,269 $500,600 $551,700 $529,200 Membership and Development $3,686 $6,500 $5,900 $6,900
Total Membership and Development: $3,686 $6,500 $5,900 $6,900 Supplies, Materials and Other $76,818 $40,080 $40,800 $40,800 Total Supplies, Materials and Other: $76,818 $40,080 $40,800 $40,800 Total Expense Objects: $711,751 $861,980 $927,000 $920,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 196 Culture, Leisure, and Recreation
Management Services
Deputy City Manager
The Culture, Leisure, and Recreation program area consists of 9 programs that encompass a comprehensive range of culture and recreation services within the city, along with the management of key facilities. These programs cover community services, events, and recreational programming including various classes, and engaging activities at the Community Center, "The Clubhouse" Senior Center, and the Performing Arts Center. These facilities serve as vibrant hubs for community engagement, offering residents diverse opportunities for cultural enrichment, recreational pursuits, and social interactions. The Culture, Leisure, and Recreation programs and facilities together contribute to the overall well-being and quality of life of the community members.

Culture, Leisure, and Recreation Organizational Chart
Culture, Leisure, and Recreation
Culture, Leisure , and
Recreation
Community Events,
Recreation Programming
Community Services
Support
Sean McGovern Deputy City
Manager
Victoria Blethen
Recreation Manager
Senior Center,
Community Center,
Performing Arts
Courtney Wysocki
Senior Recreation
Supervisor
Senior Center
Laura Hunter
Recreation Manager
Sports Park, and
Skate Park
Scott Stewart
Senior Recreation
Supervisor
Skate Park
Kevin Fernandez
Recreation
Supervisor
Sports Park, Special Needs
Programming
Bill Barry
Senior Recreation
Supervisor
Sports Park,
Recreation
Programming
Ken Sipes
Recreation
Supervisor
Sports Park
Jonathan Volzke
Communications
and Marketing
Manager
Bella Veloz
Communications
and Marketing
Specialist
Support Programs
Community Services
Commission
City of Lake Forest | 2025-2027 Operating Budget Page 197 Expenditures by Fund
All Funds
General Fund
General
Personnel Services $2,256,098 $2,535,800 $2,896,400 $3,093,500 $3,166,100 Contractual Services $986,538 $1,007,660 $1,138,973 $1,247,300 $1,189,300 Membership and Development $7,658 $31,240 $33,695 $51,100 $34,400 Supplies, Materials and Other $499,217 $682,800 $639,295 $581,600 $581,600 Capital Outlays $35,711 $47,000 $12,660 $22,700 $19,700 Strategic Items Budget $0 $260,000 $180,000
Total General: $3,785,222 $4,304,500 $4,721,023 $5,256,200 $5,171,100 Neighborhood Park Reserve
Contractual Services $35,749 $160,000 $124,250 $0 $0
Total Neighborhood Park Reserve: $35,749 $160,000 $124,250 $0 $0 Total General Fund: $3,820,971 $4,464,500 $4,845,273 $5,256,200 $5,171,100 Total All Funds: $3,820,971 $4,464,500 $4,845,273 $5,256,200 $5,171,100 Name FY2024 Actuals FY2024 Budgeted FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 198 Culture, Leisure, and Recreation by Category
Budgeted Program Expenditures by Category
Millions
Capital Outlays
Membership and Development
Strategic Items Budget
Supplies, Materials and Other
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$1
$2
$3
$4
$5
$6
Expense Objects
Personnel Services $2,256,098 $2,896,400 $3,093,500 $3,166,100 Total Personnel Services: $2,256,098 $2,896,400 $3,093,500 $3,166,100 Contractual Services
Janitorial $72,751 $49,606 $80,000 $80,000
Total Contractual Services: $1,022,287 $1,263,223 $1,247,300 $1,189,300 Membership and Development $7,658 $33,695 $51,100 $34,400 Total Membership and Development: $7,658 $33,695 $51,100 $34,400 Supplies, Materials and Other $499,217 $639,295 $581,600 $581,600 Total Supplies, Materials and Other: $499,217 $639,295 $581,600 $581,600 Capital Outlays $35,711 $12,660 $22,700 $19,700
Total Capital Outlays: $35,711 $12,660 $22,700 $19,700
Strategic Items Budget
Strategic Planning Items $0 $260,000 $180,000
Total Strategic Items Budget: $0 $260,000 $180,000
Total Expense Objects: $3,820,971 $4,845,273 $5,256,200 $5,171,100 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 199 This page is intentionally left blank.

City of Lake Forest | 2025-2027 Operating Budget Page 200 Community Services Support
Sean McGovern
Deputy City Manager
Community Services Support is responsible for managing the Department’s major programs, including the coordination of holiday events and festivities. Playing a vital role in organizing and creating a vibrant holiday atmosphere, such as the holiday lighting on El Toro Rd, to foster a sense of joy and celebration within the community. Providing ongoing staff support to the City's Community Services Commission, and citizen committees, and serving as liaison to resident groups and the City Council, this program ensures regular updates of important resources like the Community Calendar, City recreation newsletter ("Leaflet"), and departmental information on the City's website, ensuring residents stay informed about community events, including holiday celebrations and other departmental updates. Together, these programs contribute to effective program management, community engagement, and the joyful celebration of holidays within the city.

Community Services Support by Funding Source
All Funds
General Fund
Neighborhood Park Reserve
Contractual Services $35,749 $84,250 $0 $0
Total Neighborhood Park Reserve: $35,749 $84,250 $0 $0
Personnel Services $177,507 $260,300 $249,800 $258,900
Total Personnel Services: $177,507 $260,300 $249,800 $258,900 Contractual Services $51,841 $101,550 $60,500 $60,500
Total Contractual Services: $51,841 $101,550 $60,500 $60,500 Membership and Development $5,202 $22,250 $35,100 $18,400 Total Membership and Development: $5,202 $22,250 $35,100 $18,400 Supplies, Materials and Other $5,308 $8,145 $5,100 $5,100 Total Supplies, Materials and Other: $5,308 $8,145 $5,100 $5,100 Strategic Items Budget $0 $260,000 $180,000
Total Strategic Items Budget: $0 $260,000 $180,000
Total General Fund: $275,607 $476,495 $610,500 $522,900 Total All Funds: $275,607 $476,495 $610,500 $522,900
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 201 Community Services Support Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Membership and Development
Contractual Services
Strategic Items Budget
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
$0.7
Expense Objects
Personnel Services
Salaries and Wages $140,481 $208,600 $203,900 $212,300
Non Wage Compensation $910 $0 $0 $0
Employee Benefits $24,671 $34,600 $29,300 $29,400
Retirement Benefits $11,446 $17,100 $16,600 $17,200
Total Personnel Services: $177,507 $260,300 $249,800 $258,900 Contractual Services
Professional Services $87,133 $185,300 $60,000 $60,000
Utilities and Utility Services $456 $500 $500 $500
Total Contractual Services: $87,590 $185,800 $60,500 $60,500 Membership and Development $5,202 $22,250 $35,100 $18,400 Total Membership and Development: $5,202 $22,250 $35,100 $18,400 Supplies, Materials and Other $5,308 $8,145 $5,100 $5,100 Total Supplies, Materials and Other: $5,308 $8,145 $5,100 $5,100 Strategic Items Budget $0 $260,000 $180,000
Total Strategic Items Budget: $0 $260,000 $180,000
Total Expense Objects: $275,607 $476,495 $610,500 $522,900 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 202 Community Events
Laura Hunter
Recreation Manager
The Community Events program plays a pivotal role in coordinating and partnering with community organizations, educational institutions, and the private sector to offer a wide range of community-wide programs and special events. Notable examples of these special events include the Fourth of July parade, a beloved celebration of national pride and unity, and the Holiday Boutique, a festive gathering where residents can enjoy a unique shopping experience during the holiday season. Additionally, the City recognizes its community, through the Posthumous Recognition Program and the adoption of the 1st Air Naval Gunfire Liaison Company (ANGLICO) United States Marine Corps unit. By organizing these special events and honoring those that serve or have served our community, the Community Events program contributes to creating a vibrant community spirit and fostering connections among residents.

Community Events Accomplishments and Goals
2023–2025 Accomplishments
Revamped the Seasonal Lighting on El Toro, enhancing the Lake Forest resident and visitor experience.

Produced the City's first Multicultural Festival, open to all members of the community.

Made strides towards integrating digital technologies to alter current processes, resulting in improved efficiency and productivity, including credit card readers and iPads, portable registration and research of kiosks for future implementation.

Assisted third party with the implementation of the Beer & Wine Garden at the Summer Concert Series.
2025-2027 Goals
Add additional seasonal decor to the entrances at the Sports Park and Recreation Center.

Incorporate Astronomy Night into the Family Campout.

Continue to Digitize registration for off-site events.

Implement Art Festival with a Summer Concert.

Community Events by Funding Source
All Funds
General Fund
Personnel Services $169,304 $176,500 $124,200 $127,900
Contractual Services $0 $5,000 $1,000 $1,000
Membership and Development $170 $0 $0 $0
Supplies, Materials and Other $263,457 $356,398 $357,400 $357,400 Capital Outlays $9,995 $0 $0 $0
Total General Fund: $442,925 $537,898 $482,600 $486,300 Total All Funds: $442,925 $537,898 $482,600 $486,300
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 203 Community Events Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Capital Outlays
Contractual Services
Personnel Services
Supplies, Materials and Other
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
$0.5
$0.6
Expense Objects
Personnel Services
Salaries and Wages $129,864 $135,700 $99,700 $103,000
Non Wage Compensation $1,235 $0 $0 $0
Employee Benefits $23,674 $27,200 $16,400 $16,400
Retirement Benefits $14,530 $13,600 $8,100 $8,500
Total Personnel Services: $169,304 $176,500 $124,200 $127,900 Contractual Services
Non Professional Services $0 $5,000 $1,000 $1,000
Total Contractual Services: $0 $5,000 $1,000 $1,000
Membership and Development $170 $0 $0 $0
Total Membership and Development: $170 $0 $0 $0
Supplies, Materials and Other $263,457 $356,398 $357,400 $357,400 Total Supplies, Materials and Other: $263,457 $356,398 $357,400 $357,400 Capital Outlays $9,995 $0 $0 $0
Total Capital Outlays: $9,995 $0 $0 $0
Total Expense Objects: $442,925 $537,898 $482,600 $486,300 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 204 Senior Center
Courtney Wysocki
Senior Recreation Supervisor
The Senior Center program manages the City's Clubhouse and offers a variety of activities to Lake Forest's 50 and better community.

Highlights of programs, activities, and services include a transportation program, card playing, Bingo, board games, monthly game tournaments, wellness lectures, exercise classes, computer classes, craft classes, a book club, movies, and much more.

Senior Center Accomplishments and Goals
2023–2025 Accomplishments
Achieved a 25% increase in community collaboration, fostering more seminars that bring valuable information and experiences to the community.

Enhanced program offerings by 25% by introducing Emeritus courses, TEDTalks, and enriching activities that cater to diverse interests.

Established fruitful collaborations with new senior living facilities in Lake Forest, which sparked a boost to program participation and engagement among residents.

Established program offerings utilizing the new outside patio area of the Arts and Crafts room.
2025-2027 Goals
Establish public rental use of The Clubhouse once a month on weekends.

Add programming for the 50 and better population in the evenings and weekends.

Continue to develop ongoing working relationships with the senior living facilities in Lake Forest, particularly the Meadows.

Senior Center by Funding Source
All Funds
General Fund
Personnel Services $373,164 $440,400 $543,600 $552,100
Contractual Services $235 $4,211 $4,200 $4,200
Membership and Development $1,027 $1,975 $4,000 $4,000
Supplies, Materials and Other $115,461 $124,195 $117,400 $117,400 Capital Outlays $0 $0 $5,000 $2,000
Total General Fund: $489,887 $570,781 $674,200 $679,700 Total All Funds: $489,887 $570,781 $674,200 $679,700
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 205 Senior Center Program Summary
Budgeted Program Expenditures by Category
Millions
Capital Outlays
Membership and Development
Contractual Services
Supplies, Materials and Other
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
Expense Objects
Personnel Services
Salaries and Wages $320,577 $381,000 $471,800 $479,500
Non Wage Compensation $1,495 $0 $0 $0
Employee Benefits $29,422 $35,500 $43,300 $43,400
Retirement Benefits $21,669 $23,900 $28,500 $29,200
Total Personnel Services: $373,164 $440,400 $543,600 $552,100 Contractual Services
Non Professional Services $235 $3,611 $4,200 $4,200
Contributions to Organizations $0 $600 $0 $0
Total Contractual Services: $235 $4,211 $4,200 $4,200
Membership and Development $1,027 $1,975 $4,000 $4,000
Total Membership and Development: $1,027 $1,975 $4,000 $4,000 Supplies, Materials and Other $115,461 $124,195 $117,400 $117,400 Total Supplies, Materials and Other: $115,461 $124,195 $117,400 $117,400 Capital Outlays $0 $0 $5,000 $2,000
Total Capital Outlays: $0 $0 $5,000 $2,000
Total Expense Objects: $489,887 $570,781 $674,200 $679,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 206 Performing Arts Center
Vicky Blethen
Recreation Manager
The Performing Arts Center program oversees operations of the Lake Forest Performing Arts Center, which doubles as the City Council Chamber. When the City is not hosting official meetings of the City Council and Commissions, the Performing Arts Center is available to rent for plays, musicals, pageants, spelling bees, awards ceremonies, graduations, and similar events requiring theater space.

Performing Arts Center Accomplishments and Goals
2023–2025 Accomplishments
Organized a captivating performance in collaboration with the City's December celebrations.

Enhanced marketability to attract more rentals and further increase occupancy rates.

Designed, completed, and sent out a trifold marketing piece to potential renters.
2025-2027 Goals
Acquire moving lights, spiderbox, and additional supplemental items such as cabling and music stands to expand event offerings and enhance facility rental revenue.

Increase rental activity and community-oriented programming at the Performing Arts Center.

Produce a marketing video that includes a video tour of the Performing Arts Center.

Performing Arts Center by Funding Source
All Funds
General Fund
Personnel Services $123,516 $138,500 $176,900 $182,400
Contractual Services $44,352 $55,795 $58,500 $58,500
Supplies, Materials and Other $2,660 $5,900 $3,100 $3,100 Capital Outlays $16,911 $10,000 $15,000 $15,000
Total General Fund: $187,439 $210,195 $253,500 $259,000 Total All Funds: $187,439 $210,195 $253,500 $259,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 207 Performing Arts Center Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Capital Outlays
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.05
$0.1
$0.15
$0.2
$0.25
$0.3
Expense Objects
Personnel Services
Salaries and Wages $97,971 $110,900 $146,900 $152,000
Non Wage Compensation $1,105 $0 $0 $0
Employee Benefits $16,442 $17,400 $20,300 $20,500
Retirement Benefits $7,998 $10,200 $9,700 $9,900
Total Personnel Services: $123,516 $138,500 $176,900 $182,400 Contractual Services
Non Professional Services $44,352 $55,795 $58,500 $58,500 Total Contractual Services: $44,352 $55,795 $58,500 $58,500 Supplies, Materials and Other $2,660 $5,900 $3,100 $3,100 Total Supplies, Materials and Other: $2,660 $5,900 $3,100 $3,100 Capital Outlays $16,911 $10,000 $15,000 $15,000
Total Capital Outlays: $16,911 $10,000 $15,000 $15,000
Total Expense Objects: $187,439 $210,195 $253,500 $259,000 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 208 Community Center
Vicky Blethen
Recreation Manager
The Community Center program oversees operations of the Lake Forest Community Center which offers banquet and meeting rooms available to the public to rent. These spaces range in size and amenities to accommodate a variety of events including weddings, luncheons, ceremonies, conferences, seminars, classes, and more.

Community Center Accomplishments and Goals
2023–2025 Accomplishments
Upgraded Community Facility Amenities through procurement of a fold-away dance floor and decorations, to accommodate more events that sustain facility rental revenue.
2025-2027 Goals
Offer a wedding and event planner open house to showcase the facility.

Increase rentals of the Conference Rooms at the Community Center by 5%.

Community Center by Funding Source
All Funds
General Fund
Personnel Services $158,331 $265,800 $275,000 $280,600
Contractual Services $67,395 $62,295 $78,000 $78,000
Membership and Development $808 $3,000 $4,000 $4,000
Supplies, Materials and Other $10,895 $12,575 $8,000 $8,000 Capital Outlays $3,654 $2,660 $2,700 $2,700
Total General Fund: $241,082 $346,330 $367,700 $373,300 Total All Funds: $241,082 $346,330 $367,700 $373,300
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 209 Community Center Program Summary
Budgeted Program Expenditures by Category
Millions
Capital Outlays
Membership and Development
Supplies, Materials and Other
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.1
$0.2
$0.3
$0.4
Expense Objects
Personnel Services
Salaries and Wages $134,261 $225,300 $231,900 $237,000
Non Wage Compensation $390 $0 $0 $0
Employee Benefits $12,341 $22,600 $26,500 $26,800
Retirement Benefits $11,338 $17,900 $16,600 $16,800
Total Personnel Services: $158,331 $265,800 $275,000 $280,600 Contractual Services
Non Professional Services $67,395 $62,295 $78,000 $78,000 Total Contractual Services: $67,395 $62,295 $78,000 $78,000 Membership and Development $808 $3,000 $4,000 $4,000
Total Membership and Development: $808 $3,000 $4,000 $4,000 Supplies, Materials and Other $10,895 $12,575 $8,000 $8,000 Total Supplies, Materials and Other: $10,895 $12,575 $8,000 $8,000 Capital Outlays $3,654 $2,660 $2,700 $2,700
Total Capital Outlays: $3,654 $2,660 $2,700 $2,700
Total Expense Objects: $241,082 $346,330 $367,700 $373,300 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 210 Recreation Programming
Laura Hunter
Recreation Manager
This program plans, organizes and conducts, via contract services, a variety of city-wide recreational programs for all ages. The program is also responsible for 125 scheduling matrices for city game fields, practice fields, and turf areas for over 9,000 registered youth sports participants.

Recreation Programming Accomplishments and Goals
2023–2025 Accomplishments
Procured a consultant to collect data through ad hoc community committees for use in an analysis of Community Services programming.

Analyzed the Community Services programming, utilized ad hoc community committee data. Analysis included Community Events, Senior Center, Community Center, Skate Park, Sports Park, Special Needs, and Senior Mobility.

Studied existing sport court offerings and potentially repurposing existing tennis and other courts into pickleball.
2025-2027 Goals
Implement Adult Programming such as language, financial planning and computer classes.

Work with Public Works to implement a pickleball striping project of several sports courts.

Initiate an aquatics class for children; Learn to Swim programs (off-site).

Recreation Programming by Funding Source
All Funds
General Fund
Personnel Services $86,354 $92,700 $113,000 $118,600
Contractual Services $710,690 $759,000 $801,500 $801,500 Supplies, Materials and Other $0 $900 $0 $0
Capital Outlays $5,150 $0 $0 $0
Total General Fund: $802,194 $852,600 $914,500 $920,100 Total All Funds: $802,194 $852,600 $914,500 $920,100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 211 Recreation Programming Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Capital Outlays
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
$1
Expense Objects
Personnel Services
Salaries and Wages $66,750 $69,500 $85,800 $90,900
Non Wage Compensation $650 $0 $0 $0
Employee Benefits $10,694 $14,000 $16,500 $16,600
Retirement Benefits $8,260 $9,200 $10,700 $11,100
Total Personnel Services: $86,354 $92,700 $113,000 $118,600 Contractual Services
Governmental Agencies $461,297 $501,500 $501,500 $501,500 Non Professional Services $249,393 $257,500 $300,000 $300,000 Total Contractual Services: $710,690 $759,000 $801,500 $801,500 Supplies, Materials and Other $0 $900 $0 $0
Total Supplies, Materials and Other: $0 $900 $0 $0
Capital Outlays $5,150 $0 $0 $0
Total Capital Outlays: $5,150 $0 $0 $0
Total Expense Objects: $802,194 $852,600 $914,500 $920,100 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 212 Sports Park
Bill Barry
Senior Recreation Supervisor
The 86-acre Sports Park and Recreation Center is one of the largest sports parks in Orange County with 5 acres devoted to sports fields and multi-functional recreation center. The Sports Park serves approximately 1,800 softball/baseball participants and 1,650 soccer/lacrosse/cricket participants per month and hosts 24 sports tournaments per year. The gymnasium is used by approximately 1,200 participants per month during "open gym" to enjoy basketball and volleyball. This program manages a comprehensive range of offerings, including youth and teen camps, special events, preschool programs, contract classes, picnic gazebos, and playgrounds, providing diverse opportunities for the community to engage in educational, recreational, and social activities.

Sports Park Accomplishments and Goals
2023–2025 Accomplishments
Introduced meeting room space availability for Birthday Party packages.

Collaborated with local businesses to provide sponsorship giveaways for summer camps.

Produced a Concessions Agreement for use of the North
Clubhouse Concession area for baseball tournaments.

Developed a Field Maintenance Agreement between the City of Lake Forest and Lake Forest Little League.

Evaluated emerging sports, to provide attractive youth sports programming.
2025-2027 Goals
Procure and install a public address ("PA") system to increase safety and facility-wide communication at the Lake Forest Sports Park.

Implement the Community Services scholarship program to attract income-burdened users to the Sports Park facility and programming.

Implement web-based field status update system.

Implement Pickleball Open Gym in the evening to provide additional opportunities for working adults.

Publish specialized programs and events via social media channels.

Develop and promote a youth female Friday Night Lights Flag Football league.

Implement Little Entrepreneurs business program.

Implement Home Run Derby for softball.

Implement Inter-City Basketball Tournament with the City of Laguna Hills.

Sports Park by Funding Source
All Funds
General Fund
Personnel Services $661,155 $955,000 $965,500 $981,800
Contractual Services $111,726 $151,123 $203,600 $185,600 Membership and Development $315 $3,370 $4,800 $4,800
Supplies, Materials and Other $30,848 $47,782 $30,500 $30,500 Total General Fund: $804,043 $1,157,275 $1,204,400 $1,202,700 Total All Funds: $804,043 $1,157,275 $1,204,400 $1,202,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 213 Sports Park Program Summary
Budgeted Program Expenditures by Category
Millions
Membership and Development
Supplies, Materials and Other
Contractual Services
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.25
$0.5
$0.75
$1
$1.25
$1.5
Expense Objects
Personnel Services
Salaries and Wages $579,344 $815,100 $828,700 $844,200
Non Wage Compensation $2,015 $0 $0 $0
Employee Benefits $44,056 $83,900 $82,500 $82,700
Retirement Benefits $35,740 $56,000 $54,300 $54,900
Total Personnel Services: $661,155 $955,000 $965,500 $981,800 Contractual Services
Non Professional Services $38,184 $101,237 $123,000 $105,000 Utilities and Utility Services $791 $280 $600 $600
Janitorial $72,751 $49,606 $80,000 $80,000
Total Contractual Services: $111,726 $151,123 $203,600 $185,600 Membership and Development $315 $3,370 $4,800 $4,800
Total Membership and Development: $315 $3,370 $4,800 $4,800 Supplies, Materials and Other $30,848 $47,782 $30,500 $30,500 Total Supplies, Materials and Other: $30,848 $47,782 $30,500 $30,500 Total Expense Objects: $804,043 $1,157,275 $1,204,400 $1,202,700 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 214 Skate Park
Scott Stewart
Senior Recreation Supervisor
This program oversees the management of the area's largest public Skate Park, the Etnies Skate Park of Lake Forest, which encompasses over 62,000 square feet. Facilitating a wide range of activities, including special events, parties, lessons, and day-to-day operations, the park attracts over 60,000 visitors annually. This program is dedicated to providing a vibrant and inclusive space for skateboarders and visitors of all ages to enjoy the thrill of skateboarding while fostering a sense of community and promoting active lifestyles.

Skate Park Accomplishments and Goals
2023–2025 Accomplishments
Procured specialty consultant and conducted a public
engagement campaign centered around changes to the Etnies Skate Park and presented conceptual plans for City Council consideration, as part of the Etnies Skate Park Remodel.

Celebrated the 20th Anniversary of the Etnies Skate Park of Lake Forest, the largest free skate park in the state.

Examined the broadening of accessibility through the integration of additional mechanisms within the skate park, such as BMX bikes and scooters.

Assisted with several special city events, including the 4th of July parade, Spooktacular, the Tree Lighting, and the Pet Expo.

Hosted educational booths and demos at local events, including OC Parenting Learn and Grow Fair, OC Library Back to School, Portola Hills Fall Festival, and South Lake Carnival.

Partnered with organizations to host inaugural events: SkaterCon, U.S. Open of Freestyle Skateboarding, Quad Cup, and Skate Rising.

Introduced Drop-in Roller-skate Clinics and collaborated on the NextGen Skateboarding TV show.

Worked with the City of Irvine and visited Irvine middle schools to offer and promote skateboard lessons for middle schoolers and general youth participation.

Revitalized Sound Sessions and enhanced group skateboard lessons.

Won the Parenting OC Reader's Choice Award in 2023 and 2024 for excellence in youth recreation.
2025-2027 Goals
Implement the Community Services scholarship program to attract income-burdened users to the Sports Park facility and programming.

Launch an online liability waiver system for skate park patrons.

Assist in the outreach and conceptual plan design efforts for the Etnies Skatepark of Lake Forest.

Research trending Programs for potential use of bicycles and scooters for All Wheels Park.

Establish an asset management and maintenance plan to support long-term use and repairs.

Skate Park by Funding Source
All Funds
General Fund
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 215 Neighborhood Park Reserve
Contractual Services $0 $40,000 $0 $0
Total Neighborhood Park Reserve: $0 $40,000 $0 $0
Personnel Services $478,441 $530,900 $626,100 $643,800
Total Personnel Services: $478,441 $530,900 $626,100 $643,800 Contractual Services $300 $0 $40,000 $0
Total Contractual Services: $300 $0 $40,000 $0
Membership and Development $135 $3,100 $3,200 $3,200
Total Membership and Development: $135 $3,100 $3,200 $3,200 Supplies, Materials and Other $64,951 $75,400 $53,100 $53,100 Total Supplies, Materials and Other: $64,951 $75,400 $53,100 $53,100 Total General Fund: $543,827 $649,400 $722,400 $700,100 Total All Funds: $543,827 $649,400 $722,400 $700,100
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 216 Skate Park Program Summary
Budgeted Program Expenditures by Category
Millions
Contractual Services
Membership and Development
Supplies, Materials and Other
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.2
$0.4
$0.6
$0.8
Expense Objects
Personnel Services
Salaries and Wages $411,951 $447,400 $530,100 $546,100
Non Wage Compensation $2,535 $0 $0 $0
Employee Benefits $39,607 $54,800 $62,300 $62,600
Retirement Benefits $24,347 $28,700 $33,700 $35,100
Total Personnel Services: $478,441 $530,900 $626,100 $643,800 Contractual Services
Governmental Agencies $60 $0 $0 $0
Professional Services $0 $40,000 $40,000 $0
Software and Digital Products $240 $0 $0 $0
Total Contractual Services: $300 $40,000 $40,000 $0
Membership and Development $135 $3,100 $3,200 $3,200
Total Membership and Development: $135 $3,100 $3,200 $3,200 Supplies, Materials and Other $64,951 $75,400 $53,100 $53,100 Total Supplies, Materials and Other: $64,951 $75,400 $53,100 $53,100 Total Expense Objects: $543,827 $649,400 $722,400 $700,100 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 217 Special Needs Programming
Kevin Fernandez
Recreation Supervisor
The Special Needs program focuses on developing and planning high-quality recreational experiences specifically designed for individuals with special needs. This program is dedicated to providing inclusive and enriching activities that cater to the unique abilities and interests of our citizens, ensuring that everyone can enjoy meaningful and enjoyable recreational opportunities.

Special Needs Programming Accomplishments and Goals
2023–2025 Accomplishments
Expanded the Special Needs Program with an additional resource fair and events.

Collaborated with neighboring cities to enhance programming for the special needs population and improve marketing efforts.

Introduced specialized programming at the Etnies Skate Park for the Special Needs population.
2025-2027 Goals
Collaborate with neighboring cities to create a new component to the Resource Fair to incorporate interactive games and other new elements.

Expand programming to add beginner special needs skating classes and private lessons.

Compile resource list of local businesses that hire special-needs individuals.

Special Needs Programming by Funding Source
All Funds
General Fund
Personnel Services $28,327 $36,300 $19,400 $20,000
Supplies, Materials and Other $5,638 $8,000 $7,000 $7,000 Total General Fund: $33,966 $44,300 $26,400 $27,000
Total All Funds: $33,966 $44,300 $26,400 $27,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 218 Special Needs Programming Program Summary
Budgeted Program Expenditures by Category
Millions
Supplies, Materials and Other
Personnel Services
FY2024FY2025FY2026FY2027
$0
$0.01
$0.02
$0.03
$0.04
$0.05
Expense Objects
Personnel Services
Salaries and Wages $21,766 $28,300 $16,000 $16,600
Non Wage Compensation $325 $0 $0 $0
Employee Benefits $4,580 $6,100 $2,500 $2,500
Retirement Benefits $1,657 $1,900 $900 $900
Total Personnel Services: $28,327 $36,300 $19,400 $20,000 Supplies, Materials and Other $5,638 $8,000 $7,000 $7,000 Total Supplies, Materials and Other: $5,638 $8,000 $7,000 $7,000 Total Expense Objects: $33,966 $44,300 $26,400 $27,000
Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 219 This page left blank intentionally.

City of Lake Forest | 2025-2027 Operating Budget Page 220 Community Vitality and Engagement
The Community Vitality and Engagement program area includes 16 programs encompassing the community engagement programs and functions of a city. They include programs such as communications and marketing, economic development, and affordable housing. This program area also includes event advisory committees and other community engagement programs such as the Lake Forest Academy, Community Emergency Response Team, and Volunteers in the Park.

Community Vitality and Engagement Organizational Chart
Community Vitality and Engagement
Thomas Wheeler Director of Public Works / City Engineer Volunteers in the Park program Michael McConaha Public Works Maintenance Manager Volunteers in the Park program Peggy Samantha Management Assistant Volunteers in the Park Program Sean McGovern Deputy City Manager
Jonathan Volzke Communications
and Marketing Manager Communications
and Marketing, Lake Forest TV
Bella Veloz Communications
and Marketing
Specialist Communications
and Marketing, Lake Forest TV
Sharlyn De La Paz
Senior Management Analyst CERT, STARS, Explorers Program Community Services
Support
Victoria Blethen Recreation Manager
Senior Mobility Program
Laura Lisack Recreation Manager 4tth of July Committee
Keith Neves Assistant City Manager
Adrian Grijalva Economic Development/ Housing Manager Economic Development, Affordable Housing, CDBG Hope Hairrell Management Analyst Economic Development
City of Lake Forest | 2025-2027 Operating Budget Page 221 Expenditures by Fund
All Funds
General Fund
General
Personnel Services $627,771 $693,500 $876,400 $933,300 $974,400 Contractual Services $3,679,297 $291,700 $2,593,263 $240,200 $413,700 Membership and Development $13,634 $28,960 $26,190 $28,100 $43,500 Supplies, Materials and Other $228,006 $433,275 $431,075 $304,500 $306,500 Capital Outlays $5,408 $28,700 $23,000 $10,000 $5,000
Strategic Items Budget $0 $140,000 $142,000
Total General: $4,554,115 $1,476,135 $3,949,928 $1,656,100 $1,885,100 Total General Fund: $4,554,115 $1,476,135 $3,949,928 $1,656,100 $1,885,100 Special Revenue
Low and Moderate Income Housing Asset
Contractual Services $66,462 $82,300 $82,300 $175,000 $100,000 Membership and Development $11,783 $16,900 $23,000 $25,000 $27,000 Supplies, Materials and Other $96 $3,000 $3,000 $3,000 $2,500 Capital Outlays $0 $650,000 $0 $0
Total Low and Moderate Income Housing
Asset: $78,341 $102,200 $758,300 $203,000 $129,500
Measure M2 Senior Mobility
Contractual Services $72,503 $104,000 $172,670 $194,700 $214,200 Supplies, Materials and Other $11,537 $2,825 $1,000 $0
Total Measure M2 Senior Mobility: $84,040 $104,000 $175,495 $195,700 $214,200 Community Development Block Grant
Personnel Services $29,726 $0 $0 $0 $0
Contractual Services $190,456 $382,115 $476,087 $891,110 $1,000,000 Supplies, Materials and Other $251 $0 $0 $0 $0
Capital Outlays $0 $465,703 $0 $0
Total Community Development Block Grant: $220,433 $382,115 $941,790 $891,110 $1,000,000 Community Development Block Grant CV
Personnel Services $2,153 $0 $0 $0
Contractual Services $2,270 $0 $0 $0
Total Community Development Block Grant
CV: $4,423 $0 $0 $0
Total Special Revenue: $387,236 $588,315 $1,875,585 $1,289,810 $1,343,700 Capital Improvements
Affordable Housing
Name FY2024
Actuals
FY2024
Budgeted
FY2025
Budgeted
FY2026
Budgeted
FY2027
Budgeted
City of Lake Forest | 2025-2027 Operating Budget Page 222 Capital Outlays $0 $3,700,000 $0 $0
Total Affordable Housing: $0 $3,700,000 $0 $0
Total Capital Improvements: $0 $3,700,000 $0 $0
Total All Funds: $4,941,351 $2,064,450 $9,525,513 $2,945,910 $3,228,800 Name FY2024
Actuals
FY2024
Budgeted
FY2025
Budgeted
FY2026
Budgeted
FY2027
Budgeted
City of Lake Forest | 2025-2027 Operating Budget Page 223 Community Vitality and Engagement by Category
Budgeted Program Expenditures by Category
Millions
Capital Outlays
Membership and Development
Strategic Items Budget
Supplies, Materials and Other
Personnel Services
Contractual Services
FY2024FY2025FY2026FY2027
$0
$1
$2
$3
$4
$5
$6
Expense Objects
Personnel Services $659,650 $876,400 $933,300 $974,400
Total Personnel Services: $659,650 $876,400 $933,300 $974,400 Contractual Services $4,010,987 $3,324,320 $1,501,010 $1,727,900 Total Contractual Services: $4,010,987 $3,324,320 $1,501,010 $1,727,900 Membership and Development $25,417 $49,190 $53,100 $70,500 Total Membership and Development: $25,417 $49,190 $53,100 $70,500 Supplies, Materials and Other
Admin Expenditure - SMP $10,573 $0 $0 $0
Total Supplies, Materials and Other: $239,890 $436,900 $308,500 $309,000 Capital Outlays $5,408 $4,838,703 $10,000 $5,000
Total Capital Outlays: $5,408 $4,838,703 $10,000 $5,000 Strategic Items Budget
Strategic Planning Items $0 $140,000 $142,000
Total Strategic Items Budget: $0 $140,000 $142,000
Total Expense Objects: $4,941,351 $9,525,513 $2,945,910 $3,228,800 Name FY2024 Actuals FY2025 Budgeted FY2026 Budgeted FY2027 Budgeted City of Lake Forest | 2025-2027 Operating Budget Page 224 This page left blank intentionally.

Lake Forest City CouncilApril 29, 2025

Lake Forest City Council
April 29, 2025