AGENDA
LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, July 15, 2025
Public Session 6:30 p.m.
City Council Chambers, 100 Civic Center Drive, Lake Forest, California NOTICE: Pursuant to Lake Forest Municipal Code Section 2.04.010, Regular Meetings of the City Council are held the First and Third Tuesday of each month at the hour of 5:30 p.m. for Closed Session matters, if required.
The Public Session of the meeting shall commence at 6:30 p.m. or as soon thereafter as possible. Special Meeting times may be held at a different time and date as listed on the Agenda.
AGENDA DOCUMENT REVIEW: The Agenda and staff reports are available on the Internet at https://www.lakeforestca.gov/en/government/meeting-agendas-and-minutes/meeting-agendas and at the City Clerk’s Office, 100 Civic Center Drive, Lake Forest, California, on the Friday before the meeting on Tuesday.
AGENDA DESCRIPTION: The Agenda descriptions are intended to give notice to members of the public of a general summary of items of business to be transacted or discussed. The listed Recommended Action represents staff’s recommendation. The City Council may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the recommended action.
AGENDA ON SOCIAL MEDIA: This meeting will be streamed through Facebook Live. Comments will not be taken via Facebook Live. The City provides the Facebook Live stream as an additional service to the public.
However, the City cannot guarantee that its network and/or the site will be uninterrupted. The City is not responsible for any interrupted service.
SPECIAL NOTICE REGARDING PUBLIC ACCESS TO THE MEETING AND PUBLIC COMMENT:
PUBLIC PARTICIPATION: In addition to attending in person, members of the public may access the meeting live on our website at https://www.lakeforestca.gov/en/government/meeting-agendas-and-minutes/meeting-agendas.
PUBLIC COMMENT PRIOR TO THE MEETING: Members of the public may submit email comments to [email protected]. Email comments will be uploaded to the agenda packet and made part of the official public record of the meeting and will not be read at the meeting. To ensure staff reviews all comments prior to the City Council meeting, please submit email comments no later than 5:00 p.m. the day of the meeting.
PUBLIC COMMENT: Members of the public may provide comments in-person at the meeting. Public comments will no longer be accepted remotely. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk. To ensure prompt distribution to the City Council, members of the public wishing to provide written materials to the City Council should do so prior to the start of the meeting or as close thereto as possible, as time will not be taken during the public comment period to distribute written materials to the City Council.
TRANSLATION SERVICE: Interpreters are available by request to members of the public that prefer to make their public comments in Spanish or Chinese. Requests for a translator need to be received by 8:00 a.m. the Monday before the scheduled City Council meeting. Such requests must be received via email at [email protected]
July 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 1 Los intérpretes están disponibles previa solicitud para el público que prefiera hacer sus comentarios públicos en español o chino. Las solicitudes de traductor deben recibirse antes de las 8:00 a. m. del lunes anterior a la reunión programada del Concejo Municipal. Dichas solicitudes deben recibirse por correo electrónico a [email protected]
如果大眾願意用西班牙語或中文發表公開評論，我們可應要求提供口譯服務。需要在預定市議會會議之前的周一
上午 8:00 之前收到翻譯請求。此類請求必須透過電子郵件收到：[email protected] Rúguǒ dàzhòng yuànyì yòng xībānyá yǔ huò zhōngwén fābiǎo gōngkāi pínglùn, wǒmen kě yīng yāoqiú tígōng k ǒuyì fúwù. Xūyào zài yùdìng shì yìhuì huìyì zhīqián de zhōuyī shàngwǔ 8:00 Zhīqián shōu dào fānyì qǐngqiú. Cǐ l èi qǐngqiú bìxū tòuguò diànzǐ yóujiàn shōu dào: [email protected] CALL TO ORDER: 6:30 p.m.
Council Members: Doug Cirbo
Mark Tettemer
Benjamin Yu
Mayor Pro Tem: Robert Pequeño
Mayor: Scott Voigts
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
Acting City Clerk: Thy Merritt
PUBLIC SESSION: 6:30 p.m.
PUBLIC SESSION: At this time, the City Council will convene to consider public matters. Those wishing to address the City Council may submit a completed “Request to Speak” form to the City Clerk prior to City Council action.
INVOCATION: The Invocation will be provided by Vanessa Howard, South County Outreach.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Cub Scout Pack and Troop #4321.
PRESENTATIONS (Item Nos. 1 – 3)
1. RECOGNITION OF VOLUNTEERS IN PARKS PROGRAM
PARTICIPANTS
July 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 2 RECOMMENDED ACTION: Recognize the volunteers who performed quarterly park inspections for the Volunteer in Parks ("VIP") Program for Fiscal Year 2024-2025.
2. UPDATE ON NEW CITY WEBSITE AND ASK LAKE FOREST SYSTEM RECOMMENDED ACTION: Receive and File Presentation.
3. TASTE OF LAKE FOREST RETURNS
RECOMMENDED ACTION: Receive and file the 2025 Taste of Lake Forest Returns presentation.
PUBLIC COMMENTS
Members of the public can submit an e-comment to [email protected] . E-comments will not be read at the meeting.
Members of the public may also provide comments in-person at the meeting. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk.
CONSENT CALENDAR (Item Nos. 4 – 12)
All matters listed under the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless Members of the City Council, the public, or staff request specific items be removed from the Consent Calendar for separate action.
4. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES RECOMMENDED ACTION: Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.
5. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON JULY 1, 2025
RECOMMENDED ACTION: Approve as submitted.
6. CERTIFICATION OF WARRANT REGISTER
July 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 3 RECOMMENDED ACTION: Approve the warrant register in the amount of $3,783,662.01.
7. SECOND AMENDMENT TO THE AGREEMENT WITH ABTECH
TECHNOLOGIES FOR INFORMATION TECHNOLOGY SUPPORT
SERVICES
RECOMMENDED ACTION: 1. Approve the Second Amendment to the Agreement for Information Technology Support Services with Abtech Technologies. 2. Authorize the Mayor to sign, and the City Clerk to attest, the Second Amendment to the Agreement with Abtech Technologies substantially in the form attached.
8. SIXTH AMENDMENT TO THE AGREEMENT WITH ABTECH
TECHNOLOGIES FOR BACKUP AND DISASTER RECOVERY
SERVICES
RECOMMENDED ACTION: 1. Approve the Sixth Amendment to the Agreement with Abtech Technologies, Inc. for backup and disaster recovery services. 2. Authorize the Mayor to execute, and the City Clerk to attest, the Sixth Amendment to the Agreement with Abtech Technologies, Inc., substantially in the form attached.
9. RESPONSE TO THE ORANGE COUNTY GRAND JURY REGARDING
LONG-TERM SOLUTIONS TO SHORT-TERM RENTALS
RECOMMENDED ACTION: Approve and authorize the City Manager to submit the City’s response to the Orange County Grand Jury Report regarding Long-Term Solutions to Short-Term Rentals.
10. CONSIDERATION OF FINAL FUNDING PHASES FOR THE CITY’S SHOP & DINE COMMUNITY GIFT CARD PROGRAM WITH YIFTEE, INC.
RECOMMENDED ACTION: 1. That the City Council authorize the City Manager to enter into BOGO Campaign Quickstart Agreements for phases 11 and 12 with Yiftee, Inc., and solely include the $50 and $100 gift card July 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 4 options with a limit of one gift card per purchaser for the Shop & Dine Community Gift Card Program. 2. Adopt a Resolution Entitled: A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2025-2027 OPERATING BUDGET;
AMENDING APPROPRIATIONS FOR FISCAL YEAR 2025-26.
11. AWARD SPORTS PROGRAM SERVICES AGREEMENT FOR YOUTH
SOCCER TO SOCCER STARS OF OC AND SOUTH COUNTY FRIDAY
NIGHT LIGHTS FOR YOUTH FLAG FOOTBALL
RECOMMENDED ACTION: 1. Award Sports Program Services
Agreements to Soccer Stars of OC to provide Youth Soccer programming and Friday Night Lights for Youth Flag Football at the Lake Forest Sports Park. 2. Authorize the Mayor to sign, and the City Clerk to attest the agreements with Soccer Stars of OC for Youth Soccer Programming and Friday Night Lights for Youth Flag Football, substantially in the forms attached.
12. NOTICE OF COMPLETION FOR IRRIGATION CONSERVATION
PROGRAM PROJECT (PW 2022-03)
RECOMMENDED ACTION: 1. Find that Marina Landscape, Inc. has completed construction of the Irrigation Conservation Program Project (PW 2022-03). 2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City. 3. Authorize the City Clerk to submit the Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code. 4. Authorize staff to release any unencumbered retention in accordance with California law.
PUBLIC HEARING(S) (Item No. 13)
Public Hearings are scheduled for a time certain of 6:30 p.m. or as soon thereafter as possible. City Council, when considering the matter scheduled for hearing, will take the following actions: 1. Open the Public Hearing. 2. Receive staff report. 3. Accept public testimony. 4. City Council comments and questions. 5. Close the Public Hearing and take appropriate action.
13. USE PERMIT 11-24-5754 (HYPNOTIQ WELLNESS) TO ESTABLISH A MASSAGE ESTABLISHMENT AT 23811 BRIDGER ROAD, UNIT 100
July 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 5 RECOMMENDED ACTION: Exercise City Council discretion in adopting a Resolution entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, CALIFORNIA APPROVING USE PERMIT 11-24-5754 TO
OPERATE A MASSAGE ESTABLISHMENT IN AN EXISTING TENANT
SPACE AT 23811 BRIDGER ROAD, UNIT 100 AND FINDING SAID
ACTION TO BE EXEMPT FROM THE CALIFORNIA ENVIRONMENTAL
QUALITY ACT; (Attachment 1)
OR
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE
FOREST, CALIFORNIA DENYING USE PERMIT 11-24-5754 TO
OPERATE A MASSAGE ESTABLISHMENT IN AN EXISTING TENANT
SPACE AT 23811 BRIDGER ROAD, UNIT 100. (Attachment 2)
DISCUSSION/ACTION ITEMS (Item Nos. 14 – 15)
The following matters are for City Council consideration/discussion/action. Members of the public may have the opportunity to address these items if they wish to do so. Please complete the Request to Speak form and give to the City Clerk.
14. BRANDING IMPLEMENTATION – POTENTIAL 2027 ROSE PARADE FLOAT
RECOMMENDED ACTION: Exercise discretion regarding options for the rollout of the new City brand including direction regarding potential participation in the 2027 Tournament of Roses Rose Parade.
15. CAPITAL IMPROVEMENT PLAN UPDATE
RECOMMENDED ACTION: Receive and file.
CITY MANAGER'S REPORT
At this time, the City Manager may comment on agenda and non-agenda items; and report on items of interest to the City Council and community.
July 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 6
CITY COUNCIL COMMENTS
At this time, City Council Members may comment on agenda or non-agenda matters. No discussion may take place on any item not appearing on the posted agenda. Council Members may ask a question for clarification, respond to statements made or questions posed by the public, make a brief announcement, or make a brief report on his or her own activities. In addition, the City Council may refer to staff or other resources for factual information, request staff to report back at a subsequent meeting or direct staff to place a matter of business on a future agenda. No action may be taken on non-agenda matters unless authorized by law (Government Code Section 54954.2).
Council Member Cirbo:
Council Member Tettemer:
Council Member Yu:
Mayor Pro Tem Pequeño:
Mayor Voigts:
July 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 7
ADJOURNMENT
In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this Meeting, including auxiliary aids or services, you should contact the Office of the City Clerk at (949) 461-3400.
Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and agenda back-up materials can be obtained from the Office of the City Clerk on the Friday prior to the City Council meeting. Copies of all Agendas, Staff Reports and Supporting Materials can also be found on the City’s website – https://www.lakeforestca.gov/129/Agendas.
Agenda and agenda packets, if requested, will be made available in an appropriate alternative format to persons with a disability as required by the Americans With Disabilities Act. Copies of the agenda are provided at no cost and agenda back-up materials are available at the per page copy cost.
The City of Lake Forest mailing address is City Council Chambers, 100 Civic Center Drive, Lake Forest, California.
Phone: (949) 461-3400. FAX (949) 461-3511
CERTIFICATION: I, Thy Merritt, Acting City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on July 10, 2025.
Thy Merritt
Acting City Clerk
July 15, 2025 LAKE FOREST CITY COUNCIL AGENDA Page 8
CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Public Works
SUBJECT:
RECOGNITION OF VOLUNTEERS IN PARKS PROGRAM PARTICIPANTS RECOMMENDED ACTION(S):
Recognize the volunteers who performed quarterly park inspections for the Volunteer in Parks ("VIP") Program for Fiscal Year 2024-2025 EXECUTIVE SUMMARY:
The Volunteer in Parks ("VIP") program currently has 18 volunteers inspecting City parks, with some volunteers inspecting more than one park. Each volunteer provides reports via their mobile phones. When a volunteer comes across issues at the park, the volunteers provide photos by email or call staff directly to have the issues addressed.
Staff hosted a meeting in January 2025 for the VIP’s wherein staff provided a presentation on Capital Improvement Projects, water conservation, sidewalk inspections and tree pruning techniques. Attached is the list of VIP program participants (Attachment 1) for Fiscal Year 2024-2025 and a sample certificate (Attachment 2). Staff would like to thank all our volunteers for another successful program year. Staff recommend that the City Council recognize the dedicated volunteers in the Volunteer in Parks ("VIP") program for Fiscal Year 2024-2025.
FISCAL IMPACT:
There is minimal fiscal impact associated with the recommended action.
ATTACHMENTS:
1. Volunteers in Parks Participation List
2. Sample Certificate
Initiated By: Peggy Samantha, Management Assistant
Submitted By: Michael McConaha, Deputy Director of Maintenance and Facilities
Approved By: Debra Rose, City Manager
9 Attachment 1
10 Volunteers in Parks Participants
David Antene
sse
Debbie Antenesse
Larry Arthur
Derek Barraza
Sean Fletcher
David Frankeny
Dianne Hanks
Loretta Herrin
Rich Hobson
Jean Kulla
Anil Patel
Alan Phillips
Mark Ryan
Suzanne Ryan
Sue Rees
Alexsis Veal
Huy Vuong
John Wirth
11 Attachment 2
12 CERTIFICATE OF RECOGNITION
THE LAKE FOREST CITY COUNCIL
HEREBY RECOGNIZES
Participant
Volunteers in Parks Program
2024-2025
The City Council and City of Lake Forest
appreciates your dedication and valuable contribution to the preservation of our parks.
July 15, 2025
________________________
SCOTT VOIGTS
MAYOR
________________________
ROBERT PEQUEÑO
MAYOR PRO TEM
________________________
DOUG CIRBO
COUNCIL MEMBER
________________________
MARK TETTEMER
COUNCIL MEMBER
________________________
BENJAMIN YU
COUNCIL MEMBER
13 CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Management Services
SUBJECT:
UPDATE ON NEW CITY WEBSITE AND ASK LAKE FOREST SYSTEM
RECOMMENDED ACTION(S):
Receive and File Presentation
EXECUTIVE SUMMARY:
The City Council on December 17, 2024, approved a Professional Consultant Services Agreement with Revize to redesign and host the City’s website, www.lakeforestca.gov. Since that approval, the Communication Committee, which includes staff members from multiple City departments, worked with Revize to review the current website, other agencies‘ websites, and design options for the new Lake Forest site. The findings from the focus groups that reviewed the City’s Community Services offerings in 2024 were also used to help design the new pages.
The new design highlights the City calendar to ensure residents can easily find information about the City’s special events and meetings, as well as “City News.” The design is modern and engaging and also showcases beautiful imagery and videos from throughout the city.
After the design was finalized, the Communications Committee worked on sitemaps to enhance how various pages and departments are linked to make the site easier for residents and businesses to navigate. Revize is now essentially copying content from the City’s existing website into the new site and is on schedule to complete the site in August, as anticipated. A sample of the new website layout is provided in Graphic 1 below.
14 Graphic 1: New Website Layout Sample
Graphic 1 displays a screenshot of what will be the City’s new homepage. While the City watch tower logo is used in the screenshot, this will be replaced prior to launch with the City’s new logo.
Although Graphic 1 shows the City’s previous logo, the new Lake Forest logo will be prominently used throughout the website.
The work also includes two other important aspects of the City’s communication with residents: a potential new “Ask Lake Forest” system and a new mobile app.
The Revize Public Service Request, or “Ask Lake Forest” system, also brings features that will assist residents and staff alike, such as enhanced mapping that allows residents to see if an issue, such as graffiti in a particular area, has already been reported to the City. The resident would then have the option of completing a second report or clicking on the existing report to give it more 15 emphasis. As part of this work, staff is reviewing all of the Ask Lake Forest tickets submitted over the previous calendar and fiscal year to determine whether any categories should be changed, added, or eliminated. Staff has asked Revize for adjustments to its Public Service Request system and will ultimately determine whether to use the new system or remain with the existing Tyler system.
Either “Ask Lake Forest” system will work with the new website and mobile app.
The new app will seamlessly pull information from the website to ensure the latest updates are available to app users.
The new app is expected to be released shortly after the website launch.
Staff recommend the City Council receive and file a presentation on the new website and app. The rollout of the new website and app will include announcements on the current website, as well as the City’s social media channels and e-newsletters. If the City changes the Ask Lake Forest system, current users will be notified via email.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
None.
Initiated By: Jonathan Volzke, Communications and Marketing Manager Submitted By: Sean McGovern, Deputy City Manager
Approved By: Debra Rose, City Manager
16 CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: City Manager
SUBJECT:
TASTE OF LAKE FOREST RETURNS
RECOMMENDED ACTION(S):
Receive and file the 2025 Taste of Lake Forest Returns presentation.
EXECUTIVE SUMMARY:
The Taste of Lake Forest is an annual event hosted since 2011 in collaboration with the Lake Forest Chamber of Commerce. The event provides a platform for local restaurants to showcase their culinary offerings, fostering community engagement and celebrating the diverse flavors of Lake Forest's dining scene. In 2024, the event sold out with over 1,000 attendees and 100 staff and volunteers.
The event will return once more in 2025, cohosted by the Chamber of Commerce and sponsored by Orange County Supervisor Donald P. Wagner and OC Parks, on August 15, 2025, at Heritage Hill Historic Park, from 4:00 to 7:30 p.m.
Attendees can anticipate a range of experiences, including sampling dishes from up to 28 local restaurants, enjoying a beer and wine garden, participating in opportunity drawings, and listening to live music from The Trip. Tickets priced at $50 per person, available exclusively to individuals aged 18 and up, can be purchased through the event's website.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended item.
ATTACHMENTS:
None.
Initiated By: Ian McKeever, Management Assistant
Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
17 CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: City Clerk
SUBJECT:
MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES
RECOMMENDED ACTION(S):
Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.
EXECUTIVE SUMMARY:
California Government Code 36934 allows titles of ordinances and resolutions to be waived.
FISCAL IMPACT:
There is minimal fiscal impact associated with the recommended action.
ATTACHMENTS:
None.
Submitted By: Thy Merritt, Acting City Clerk
Approved By: Debra Rose, City Manager
14 18
MINUTES OF A REGULAR MEETING
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST
The regular meeting of the City Council of the City of Lake Forest held Tuesday, July 1, 2025, at the Lake Forest City Council Chambers, 100 Civic Center Drive, Lake Forest, California, was called to order at 6:30 p.m. with Council Member Yu and Mayor Pro Tem Pequeño absent.
ROLL CALL:
Council Members:
Doug Cirbo
Mark Tettemer
Benjamin Yu (Absent)
Mayor Pro Tem: Robert Pequeño (Absent)
Mayor: Scott Voigts
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
Acting City Clerk: Thy Merritt
INVOCATION: The Invocation was provided by Chaplain Serena Cummins, Orange County Sheriff’s Department.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Boy Scout Troop #628.
PRESENTATIONS: (Item Nos. 1 – 4)
MOTION: It was moved by Council Member Tettemer, seconded by Council Member Cirbo, to approve Presentation Item Nos. 1 – 4. The motion was carried by a vote of 3-0 with Council Member Yu and Mayor Pro Tem Pequeño absent.
1. PROCLAMATION SUPPORTING WILDFIRE AWARENESS AND
PREVENTION SEASON
City Manager Rose introduced this item and invited Division Chief Summers to provide a presentation. Dana Silva offered public comment in support of the proclamation.
ACTION: A Proclamation designating Mid-Summer - Early Autumn 2025 as Wildfire Awareness and Prevention Season was approved.
2. NEW EMPLOYEE INTRODUCTIONS
19 July 1, 2025 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 2 of 5
City Manager Rose provided a presentation for this item. No public comment was offered.
ACTION: The presentation was received and filed.
3. CITYWIDE BRANDING PROJECT
City Manager Rose introduced this item and invited Assistant to the City Manager Ruelas to provide a presentation. JPW Communications Senior Marketing and Communications Manager Baylee Akins and Chief Executive Officer Jenny Windle also provided a presentation. No public comment was offered.
ACTION: The presentation was received and filed.
4. TASTE OF LAKE FOREST
City Manager Rose introduced this item and invited Economic Development/Housing Manager Grijalva to provide a presentation. No public comment was offered.
ACTION: The presentation was received.
PUBLIC COMMENTS:
Shirish Shah expressed concerns about his business property on El Toro Road in Silverado Canyon.
Sandy Shah expressed concerns about her business property on El Toro Road in Silverado Canyon.
Brian McMillan expressed concerns with the Code Enforcement Division and referenced litigation with the City.
CONSENT CALENDAR: (Item Nos. 5 – 9)
MOTION: It was moved by Council Member Tettemer, seconded by Council Member Cirbo, to approve Consent Calendar Item Nos. 5 – 9. The motion was carried by a vote of 3-0 with Council Member Yu and Mayor Pro Tem Pequeño absent.
5. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES
ACTION: Said Ordinances and Resolutions which appeared on the public agenda were determined to have been read by title and further reading was waived.
6. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON 20 July 1, 2025 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 3 of 5
JUNE 17, 2025
ACTION: The minutes were approved as submitted.
7. Approval of Contract for Printing and Mailing Services
ACTION: 1. The proposed Printing & Mailing Services Agreement with Print Project Managers for a not-to-exceed amount of $433,910 for printing and mailing services was approved. 2. The Mayor was authorized to sign and the City Clerk to attest to the Printing & Mailing Services Agreement, substantially in the form attached.
8. SECOND AMENDMENT TO THE AGREEMENT WITH ECS IMAGING, INC
FOR ELECTRONIC DOCUMENT MANAGEMENT SOFTWARE AND
SERVICES
ACTION: 1. A second amendment to the agreement with ECS Imaging, Inc. for electronic document management software and services for a one-year term extension with an increase in compensation of $50,000, bringing the total not-to- exceed amount to $187,820 was approved. 2. The Mayor was authorized to sign, and the City Clerk to attest, the Second Amendment to the Agreement with ECS Imaging, Inc., substantially in the form attached.
9. THIRD AMENDMENT TO THE AGREEMENT WITH VONAGE FOR THE
CITY'S VOICE OVER IP TELEPHONE SYSTEM
ACTION: 1. The Third Amendment to the Agreement with Vonage, Inc. for the City’s Voice Over IP telephone system was approved. 2. The Mayor was authorized to execute, and the City Clerk to attest, the Third Amendment to the Agreement with Vonage Inc., substantially in the form attached.
PUBLIC HEARING(S): (Item Nos. 10)
10. GENERAL PLAN AMENDMENT TO REFLECT CHANGES TO THE ORANGE
COUNTY MASTER PLAN OF ARTERIAL HIGHWAYS
Mayor Voigts opened the public hearing. City Manager Rose introduced this item and invited Senior Planner Mansur to provide a presentation. No public comment was offered. Council questions were asked and answered. Mayor Voigts closed the public hearing.
MOTION: It was moved by Council Member Tettemer, seconded by Council Member Cirbo, to: 1. Find that General Plan Amendment 10-24-5745 is not subject to the California Environmental Quality Act (CEQA) pursuant to the following sections of the State CEQA Guidelines: Section 15060 (c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical 21 July 1, 2025 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 4 of 5
change in the environment), and Section 15061(b)(3) (the activity is covered by the common sense exemption that CEQA applies only to projects which have the potential for causing a significant effect on the environment). 2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA, APPROVING GENERAL PLAN AMENDMENT 10-24-5745, AMENDING THE GENERAL PLAN MOBILITY NETWORK MAP (FIGURE M-
1) TO REFLECT CHANGES TO THE ORANGE COUNTY MASTER
PLAN OF ARTERIAL HIGHWAYS. The motion was carried by a vote of 3-0 with Council Member Yu and Mayor Pro Tem Pequeño absent.
DISCUSSION/ACTION ITEMS: (Item Nos. 11 – 12)
11. STRATEGIC PLAN QUARTERLY UPDATE
City Manager Rose introduced this item and invited Assistant to the City Manager Ruelas to provide a presentation. No public comment was offered.
Council questions were asked and answered.
ACTION: The update was received and filed.
12. LEGISLATIVE AND REGULATORY MATTERS
City Manager Rose introduced this item and invited Assistant to the City Manager Ruelas to provide a presentation. No public comment was offered.
Council questions were asked and answered. Mayor Tettemer requested that AB874 and SB16 be brought back for discussion.
MOTION: It was moved by Mayor Voigts, seconded by Council Member Tettemer, to: 1. Receive and file a report summarizing legislative and regulatory matters with the potential to impact the City of Lake Forest. 2. Adopt policy positions recommended by staff on various legislation with the potential to impact the City of Lake Forest, and have AB874 and SB16 be brought back for discussion. The motion was carried by a vote of 3-0 with Council Member Yu and Mayor Pro Tem Pequeño absent.
CITY MANAGER'S REPORT: City Manager Rose had nothing further to report.
CITY COUNCIL COMMENTS:
Council Member Cirbo:
Council Member Cirbo reported on his attendance at
the 2nd Annual Multicultural Festival and the Concert in the Park featuring Swift Nation. He reminded
everyone about the 4th of July parade.
Council Member Tettemer: Council Member Tettemer reported on his attendance 22 July 1, 2025 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 5 of 5
at the 2nd Annual Multicultural Festival, the Concert in the Park featuring Swift Nation, the Orange County
Fire Authority Academy 61 Graduation and Fallen
Heroes Ceremony.
Mayor Voigts:
Mayor Voigts reported on his attendance at the 2nd
Annual Multicultural Festival and the Concert in the
Park featuring Swift Nation. He thanked staff for all
their hard work. He reminded everyone about the 4th
of July parade.
ADJOURNMENT: The Regular Meeting of the City Council was adjourned at 7:48 p.m.
Respectfully submitted:
APPROVED:
THY MERRITT SCOTT VOIGTS
ACTING CITY CLERK MAYOR
23 CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Finance
SUBJECT:
CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION(S):
Approve the warrant register in the amount of $ 3,783,662.01.
EXECUTIVE SUMMARY:
In accordance with Government Code Section 37202 and Lake Forest Municipal Code Chapter 3.16, the officials below certify that 1) the invoices of the warrant register have been properly reviewed and 2) funds are available for payment of the warrants.
FISCAL IMPACT:
The amount of the warrant register is $ 3,783,662.01.
ATTACHMENTS:
Warrant Register
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
24 Attachment
25 7/3/2025 10:05:22 AM Page 1 of 18
Check Report
City of Lake Forest By Check Number
Date Range: 06/01/2025 - 06/30/2025
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Bank Code: OP-Operating
Payment Type: Manual
THB000000 EMPLOYEE PAYROLL CHECK 06/13/2025 112182,145.80Manual 0.00 11218 Invoice 06/13/2025 LIVE ADP CHECK 11218 PPE 06/06/2025 2,145.800.00 THB000000 EMPLOYEE PAYROLL CHECK 06/13/2025 11219410.20Manual 0.00 11219 Invoice 06/13/2025 LIVE ADP CHECK 11219 PPE 06/06/2025 410.200.00 THB000000 EMPLOYEE PAYROLL CHECK 06/27/2025 112202,145.80Manual 0.00 11220 Invoice 06/27/2025 LIVE ADP CHECK 11220 PPE 06/20/2025 2,145.800.00 THB000000 EMPLOYEE PAYROLL CHECK 06/27/2025 1122127.80Manual 0.00 11221 Invoice 06/27/2025 LIVE ADP CHECK 11221 PPE 06/20/2025 27.800.00 THB000000 EMPLOYEE PAYROLL CHECK 06/27/2025 11222218.95Manual 0.00 11222 Invoice 06/27/2025 LIVE ADP CHECK 11222 PPE 06/20/2025 218.950.00 4,948.55Total Manual: 0.00
26 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Payment Type: EFT
10001 ABTECH TECHNOLOGIES INC 06/12/2025 10000549,538.46EFT 0.00 2505046-IN Invoice 06/12/2025 NETWORK EQUIPMENT LICENSE 13,233.460.00 502010S-IN Invoice 06/12/2025 EL TORO & HEROES PARK CCTV INFRASTR 3,555.000.00 W206040-IN Invoice 06/12/2025 IT SUPPORT MONTHLY MAINTENANCE JU 32,750.000.00 10404 VONAGE BUSINESS 06/12/2025 1000069,862.51EFT 0.00 2354501 Invoice 06/12/2025 UTILITIES SERVICES VOIP PHONE JUN CIVI 9,111.590.00 2354507 Invoice 06/12/2025 UTILITIES SERVICES VOIP PHONE JUN LFSP 501.180.00 2354508 Invoice 06/12/2025 UTILITIES SERVICES VOIP PHONE JUN SKA 249.740.00 10001 ABTECH TECHNOLOGIES INC 06/19/2025 10000710,465.00EFT 0.00 505005S-IN Invoice 06/19/2025 MONITOR REPLACEMENT CONSULTING SE 10,465.000.00 10539 STANTEC CONSULTING SERVICES INC 06/26/2025 1000084,529.00EFT 0.00 2409891 Invoice 06/26/2025 2023-063 LFTM - TRAFFIC MODELING JUN 4,529.000.00 74,394.97Total EFT: 0.00
27 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Payment Type: Regular
11306 XUEDI WANG 06/12/2025 805718-785.00Regular 0.00
10376 TRIPEPI SMITH AND ASSOCIATES 06/26/2025 806110-1,068.38Regular 0.00 10843 LAUTZENHISER'S STATIONERY LLC 06/05/2025 806240-629.60Regular 0.00 10252 MOTOROLA SOLUTIONS 06/05/2025 806293-114,990.21Regular 0.00 11260 425 VENTURES LLC 06/05/2025 8064474,186.00Regular 0.00 13200 Invoice 06/05/2025 SPRING INSTRUCTOR PAYMENT 385.000.00 13208 Invoice 06/05/2025 INSTRUCTOR SPRING PAYMENT 385.000.00 13210 Invoice 06/05/2025 INSTRUCTOR SPRING PAYMENT 283.500.00 13212 Invoice 06/05/2025 INSTRUCTOR SPRING PAYMENT 952.000.00 13214 Invoice 06/05/2025 INSTRUCTOR SPRING PAYMENT 756.000.00 13216 Invoice 06/05/2025 INSTRUCTOR SPRING PAYMENT 472.500.00 13218 Invoice 06/05/2025 INSTRUCTOR SPRING PAYMENT 283.500.00 13220 Invoice 06/05/2025 INSTRUCTOR SPRING PAYMENT 668.500.00 10340 A SPECTRUM OF PROMOTIONAL IDEAS INC 06/05/2025 8064482,547.21Regular 0.00 38282 Invoice 06/05/2025 STAFF JACKETS FR SPECIAL EVENTS 324.870.00 38306 Invoice 06/05/2025 SOFTBALL CHAMP SHIRTS 2,222.340.00 11553 AARON ALT CONSTRUCTION 06/05/2025 8064492,250.00Regular 0.00 RESB-11-24-6574 Invoice 06/05/2025 REFUND C&D DEPOSIT 2,250.000.00 10001 ABTECH TECHNOLOGIES INC 06/05/2025 8064508,095.06Regular 0.00 505006A-IN Invoice 06/05/2025 COMPUTER REPLACEMENT PAHSE 2 - PAY 8,095.060.00 10002 AC LANDSCAPE INC 06/05/2025 80645114,400.00Regular 0.00 22487 Invoice 06/05/2025 2025-004 MONUMENT SIGN MAINTENAN 14,400.000.00 THB001587 ADRIAN GRIJALVA 06/05/2025 806452316.86Regular 0.00 06/02/2025 Invoice 06/05/2025 EXP REIMB CALED CONF, ONTARIO 5/7 - 5 71.400.00 06/02/25 Invoice 06/05/2025 EXP REIMB ICSC, LAS VEGAS NV 05/18 - 0 245.460.00 10006 ADT SECURITY SERVICES 06/05/2025 8064531,097.43Regular 0.00 1141819694 Invoice 06/05/2025 LFSP SECURITY 6/8 - 9/7 1,097.430.00 10009 AGE WELL SENIOR SERVICES 06/05/2025 8064545,403.17Regular 0.00 0425 Invoice 06/05/2025 AWSS OCTA SMP SENIOR TRANSPORTATIO 5,403.170.00 10015 ALH SECURITY INC 06/05/2025 806455539.63Regular 0.00 14402 Invoice 06/05/2025 RESTROOM ACCESS APR RIMGATE PARK 539.630.00 10028 AMERINAT 06/05/2025 8064561,005.31Regular 0.00
LPM-25-000844 Invoice 06/05/2025 REHAB LOAN MONTHLY FEES - APR 2025 1,005.310.00 THB004884 AMY STONICH 06/05/2025 806457883.09Regular 0.00 05/29/2025 Invoice 06/05/2025 EXP REIMB TYLER CONNECT CONF SAN A 883.090.00 10038 ARCADIAN BANK 06/05/2025 80645810,000.00Regular 0.00 BUCKMANN 05/1 Invoice 06/05/2025 REHAB LOAN BUCKMANN 10,000.000.00 10043 AT&T 06/05/2025 8064591,295.65Regular 0.00
6632691019 Invoice 06/05/2025 PRIMARY INTERNET SERVICE MAY 2025 1,295.650.00 10044 AT&T CALNET3 06/05/2025 806460677.44Regular 0.00
000023434480 Invoice 06/05/2025 MPS UTILITIES APR 2025 159.190.00 000023440014 Invoice 06/05/2025 PARK UTILITIES APR 2025 94.100.00 000023481667 Invoice 06/05/2025 CIVIC CENTER EMERGENCY CIRCUITS 4/13 424.150.00 10047 AWARD CREATIONS 06/05/2025 80646168.60Regular 0.00 2025-1023 Invoice 06/05/2025 NAME BADGES MGT SRVCS AND COMM 68.600.00 10062 BRIGHTVIEW LANDSCAPE SERVICES 06/05/2025 80646218,555.57Regular 0.00 9170371 Invoice 06/05/2025 2019-052 INSTALL COMPOST NOV BORRE 3,325.000.00 9203522 Invoice 06/05/2025 2019-052 IRRIGATION REPAIRS DEC SPOR 2,430.570.00 28 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 9350440 Invoice 06/05/2025 2023-083 INSTALL MULCH APR LFSP 12,800.000.00 10075 CABCO YELLOW INC 06/05/2025 80646313,363.06Regular 0.00 4508025 Invoice 06/05/2025 CAYC OCTA SMP SENIOR TRANSPORTATIO 13,363.060.00 10074 CALIFORNIA STATE DISBURSEMENT 06/05/2025 806464145.38Regular 0.00 05/23/25 Invoice 06/05/2025 REMIT ID 200000002605383 SDU/TRIBAL 145.380.00 10074 CALIFORNIA STATE DISBURSEMENT 06/05/2025 806465147.70Regular 0.00 05/23/2025 Invoice 06/05/2025 REMIT ID 200000002413681 SDU/TRIBAL 147.700.00 10079 CALPERS LONG TERM CARE PROGRAM 06/05/2025 806466262.73Regular 0.00 15674089 Invoice 06/05/2025 EE CONT PPE 06/06/2025 262.730.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 06/05/2025 806467156.00Regular 0.00 05/23/2025 Invoice 06/05/2025 EE CONT PPE 05/23/2025 156.000.00 THB004874 CRAIG SCHOEFFLER 06/05/2025 8064681,111.38Regular 0.00 JUN 2025 Invoice 06/05/2025 REPLENISH PC BOX FOR MAY 2024 - JUN 2 1,111.380.00 10113 CROWN FACILITY SOLUTIONS 06/05/2025 8064694,135.67Regular 0.00 3477 Invoice 06/05/2025 JANITORIAL SERVICE STATE OF THE CITY P 413.600.00 3494 Invoice 06/05/2025 JANITORIAL SERVICES PERMIT 10137 PAC 413.600.00 3497 Invoice 06/05/2025 JANITORIAL SERVICES PERM 8477 PAC 5/1 100.000.00 3498 Invoice 06/05/2025 JANITORIAL SERVICES PERMIT 9219 587.190.00 3501 Invoice 06/05/2025 JANITORIAL SERVICES PERM 8477 PAC 5/1 413.600.00 3502 Invoice 06/05/2025 JANITORIAL SERVICES PERMIT 8847 COM 926.890.00 3503 Invoice 06/05/2025 JANITORIAL SERVICES PERMIT 9027 587.190.00 3504 Invoice 06/05/2025 JANITORIAL SERVICES PERM 7735 PAC 5/2 413.600.00 3505 Invoice 06/05/2025 EXTRA CLEANING SOCCER TOURNAMENT 280.000.00 10120 DEKRALITE 06/05/2025 8064702,864.05Regular 0.00
SO073754 Invoice 06/05/2025 HOMETOWN HEROES BANNER 2,864.050.00 10104 DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC06/05/2025 806471350.00Regular 0.00 IN00344635 Invoice 06/05/2025 EXTRA WORK 350.000.00
11228 ENERGUY 06/05/2025 80647270.19Regular 0.00
RMECH-01-25-66 Invoice 06/05/2025 REFUND CANCELLED MECHANICAL PERMI 70.190.00 11552 HAPPY OASIS INC 06/05/2025 8064737,500.00Regular 0.00 COMB-09-24-651 Invoice 06/05/2025 REFUND C&D DEPOSIT 7,500.000.00 10203 JAMEY CLARK INC 06/05/2025 806474742.50Regular 0.00 76398 Invoice 06/05/2025 2024-047 REPAIR FENCE MAY FOOTHILL R 270.000.00 76399 Invoice 06/05/2025 2024-047 REPAIR SWING MAY CONCOURS 270.000.00 76404 Invoice 06/05/2025 2024-047 LABEL ON MACHINE MAY MTN 112.500.00 76405 Invoice 06/05/2025 2024-047 INSTALL LABELS ON MACHINE 90.000.00 10648 JENNIFER MITCHELL 06/05/2025 8064753,100.00Regular 0.00 25046 Invoice 06/05/2025 HORSE CARRIAGE FOR COMMISSIONERS 3,100.000.00 11366 JUNK N CO LLC 06/05/2025 806476350.00Regular 0.00 3490 Invoice 06/05/2025 DEBRIS REMOVAL LFSP 350.000.00
10843 LAUTZENHISER'S STATIONERY LLC 06/05/2025 806477629.60Regular 0.00 13281 Invoice 05/08/2025 SPECIALIZED BINDERS 629.600.00 THB001854 MARC LAFUENTE 06/05/2025 806478102.87Regular 0.00 05/29/2025 Invoice 06/05/2025 EMP REIMB CMCA ANNUAL CONF, SAN JO 102.870.00 10428 MARIO CESAR TREJO AXXESS DOOR CORP 06/05/2025 806479652.50Regular 0.00 15952 Invoice 06/05/2025 SLIDING DOOR REPAIR APR LFSP 652.500.00 10468 MISSIONSQUARE 06/05/2025 80648011,104.77Regular 0.00 29 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 05/23/2025 Invoice 06/05/2025 DEFERRED COMP ACCR 303669 PPE 05/2 11,104.770.00 10250 MONOGRAM MAGIC 06/05/2025 8064813,193.50Regular 0.00 15259 Invoice 06/05/2025 CREATIVE KIDS SUMMER CAMP TSHIRTS 2,130.370.00 15261 Invoice 06/05/2025 CAMP SHIRTS 1,063.130.00
10252 MOTOROLA SOLUTIONS 06/05/2025 806482114,990.21Regular 0.00 8282090744 Invoice 05/15/2025 EMERGENCY RADIOS 104,650.620.00 8282109510 Invoice 05/15/2025 EMERGENCY RADIOS & CHARGERS 10,339.590.00 10257 MUNICIPAL MANAGEMENT ASSOCIATION OF SOUTHERN CALIFORNIA06/05/2025 806483125.00Regular 0.00 05/23/2025 Invoice 06/05/2025 MEMBERSHIP RENEWAL - J KIRK 125.000.00 11551 NEGAR SHEIKH TAHERI 06/05/2025 8064841,800.00Regular 0.00 RESB-08-24-6486 Invoice 06/05/2025 REFUND C&D DEPOSIT 1,800.000.00 10280 ORANGE COUNTY SHERIFF S OFFICE 06/05/2025 806485520.30Regular 0.00 05/23/2025 Invoice 06/05/2025 LOF NO. 30-2023-01343745-CL-CL-CJC PP 520.300.00 10289 PLANNING DIRECTORS ASSOC OF OC 06/05/2025 806486175.00Regular 0.00 05/23/2025 Invoice 06/05/2025 PDAOC ANNUAL MEMBERSHIP 175.000.00 11554 ROBIN AXWORTHY 06/05/2025 806487600.00Regular 0.00 2002 Invoice 06/05/2025 4TH OF JULY PARADE ENTERTAINMENT DE 600.000.00 10925 SELF INSURED SERVICES COMPANY 06/05/2025 80648815,823.34Regular 0.00 16718 Invoice 06/05/2025 FTE LIFE/STD/LTD/OPTIONAL INSURANCE 6,920.940.00 B0J00M DENTAL Invoice 06/05/2025 FTE DENTAL PREMIUMS MAY 2025 7,076.500.00 B0J00M VISION Invoice 06/05/2025 FTE VISION PREMIUM MAY 2025 1,825.900.00 10325 SHELTERCLEAN SERVICES INC 06/05/2025 8064894,489.00Regular 0.00 SI-000387 Invoice 06/05/2025 2024-042 BUS SHELTER MAINTENANCE A 4,489.000.00 10329 SO CAL INDUSTRIES 06/05/2025 806490323.29Regular 0.00 745041 Invoice 06/05/2025 PORTALET RENTALS 5/13 - 6/9 323.290.00 10335 SOUTHERN CALIFORNIA EDISON 06/05/2025 80649113,918.71Regular 0.00 3725 05/19/2025 Invoice 06/05/2025 PARK UTILITIES MAY 2025 5,405.950.00 5025 05/15/2025 Invoice 06/05/2025 TRAFFIC SIGNAL UTILITIES APR 2025 8,452.840.00 5993 05/22/2025 Invoice 06/05/2025 BUS SHELTERS UTILITIES APR 59.920.00 10641 THE LOFTCRAFTERS INC 06/05/2025 8064924,020.00Regular 0.00 RESB-01-25-6617 Invoice 06/05/2025 REFUND C&D DEPOSIT 4,020.000.00 10986 THE STELLRECHT COMPANY INC 06/05/2025 806493900.00Regular 0.00 COMB-10-24-652 Invoice 06/05/2025 REFUND C&D DEPOSIT 900.000.00 10372 TRABUCO CANYON WATER DISTRICT 06/05/2025 806494326.89Regular 0.00 05/20/2025 Invoice 06/05/2025 MPS UTILITIES APR 2025 326.890.00 11540 TYUN YEE TONG DRAGON AND LION DANCE ASSOCIATION06/05/2025 806495888.00Regular 0.00 034 Invoice 06/05/2025 MULTICULTURAL FESTIVAL ENTERTAINME 888.000.00 10391 US BANK PARS 06/05/2025 8064962,709.49Regular 0.00 05/23/2025 Invoice 06/05/2025 PARS CONT PPE 05/23/2025 2,709.490.00 10392 US DEPT OF TREASURY 06/05/2025 806497961.75Regular 0.00 05/23/2025 Invoice 06/05/2025 AGENCY TRACKING WG2122418 PPE 05/2 961.750.00 10398 VERIZON WIRELESS 06/05/2025 8064983,258.94Regular 0.00 6113362213 Invoice 06/05/2025 CELLULAR PHONES & DATA SERVICE 4/13 3,258.940.00 10410 Z&K CONSULTANTS INC 06/05/2025 80649946,977.00Regular 0.00 2507 Invoice 06/05/2025 2024-024 MEDIAN IMPROVEMENT PROJE 22,930.000.00 2508 Invoice 06/05/2025 2024-024 MEDIAN IMRPOVEMENT PROJE 24,047.000.00 30 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 10000 A SOURCE OF PRIDE 06/12/2025 80650028.45Regular 0.00 9110970 Invoice 06/12/2025 UNIFORM NAME TAGS - RAMOS 28.450.00 10430 A&H COMMUNICATIONS INC 06/12/2025 8065014,595.00Regular 0.00 980002481 Invoice 06/12/2025 STARLINK INSTALL & DATA DROP 4,595.000.00 10006 ADT SECURITY SERVICES 06/12/2025 80650276.59Regular 0.00 1143858096 Invoice 06/12/2025 SKATE PARK SECURITY 6/19 - 7/18 76.590.00 10008 AGA ENGINEERS INC 06/12/2025 8065035,560.00Regular 0.00 25144-IN Invoice 06/12/2025 2024-030 TRAFFIC OPERATION IMP STUD 5,560.000.00 11549 AGNIESZKA FERRARO 06/12/2025 806504100.00Regular 0.00 2003668.021 Invoice 06/12/2025 REFUND PERMIT 10180 100.000.00 10017 ALL CITY MANAGEMENT 06/12/2025 80650523,378.40Regular 0.00 101523 Invoice 06/12/2025 CROSSING GUARD SERVICES 5/11 - 5/24 2 23,378.400.00 10020 ALLISON MECHANICAL INC 06/12/2025 806506681.49Regular 0.00 88712 Invoice 06/12/2025 HVAC REPAIRS MAY 2025 LFSP 681.490.00 10026 AMERICAN FIDELITY ASSURANCE CO 06/12/2025 806507505.18Regular 0.00 D849938 Invoice 06/12/2025 FTE OPTIONAL INSURANCE MAY 2025 505.180.00 10873 ARAKELIAN ENTERPRISES INC 06/12/2025 80650859,064.85Regular 0.00 19462314 Invoice 06/12/2025 2023-040 STREET SWEEPING SERVICES M 59,064.850.00 10062 BRIGHTVIEW LANDSCAPE SERVICES 06/12/2025 80650947,433.24Regular 0.00 9242481 Invoice 06/12/2025 2024-106 SPORTS PARKS PASSIVE PARKS A 47,433.240.00 10091 CHARLES ABBOTT ASSOCIATES INC 06/12/2025 806510119,626.34Regular 0.00 68922 Invoice 06/12/2025 STREET REPAIR/MAINTENANCE MAY 2025 119,626.340.00 10109 COUNTY OF ORANGE TREASURER TAX 06/12/2025 806511151,420.51Regular 0.00 AC2590072 Invoice 06/12/2025 ANIMAL CONTROL SERVICES 1/1 - 3/31 20 147,743.320.00 SH 71329 Invoice 06/12/2025 AFIS FINGERPRINT APR 2025 2,605.000.00 STTM002926 Invoice 06/12/2025 800 MHZ MONTHLY MAINTENANCE FEB 2 1,072.190.00 10110 COX COMMUNICATIONS 06/12/2025 8065122,114.43Regular 0.00 3601 06/01/2025 Invoice 06/12/2025 TELECOM SERVICES - ALL FACILITIES JUN 2 2,046.360.00 6701 05/27/2025 Invoice 06/12/2025 CABLE TV SERVICE 05/27 - 06/26 CITY CLE 68.070.00 10113 CROWN FACILITY SOLUTIONS 06/12/2025 8065135,485.00Regular 0.00 12515 Invoice 06/12/2025 JANITORIAL SERVICE JUN 2025 5,485.000.00 10104 DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC06/12/2025 8065143,054.83Regular 0.00 IN00348733 Invoice 06/12/2025 CCTV MONTHLY MAINTENANCE JUN 2025 3,054.830.00 11500 DRAW TAP GIS LLC 06/12/2025 8065151,400.00Regular 0.00 2025CLF-0003 Invoice 06/12/2025 GIS SUPPORT MONTHLY MAINTENANCE 1,400.000.00 10170 GMU GEOTECHNICAL INC 06/12/2025 8065164,441.00Regular 0.00 68173 Invoice 06/12/2025 2022-122 ASPHALT REPAIRS ZONE D GEOT 4,441.000.00 11416 HAGGARTY PRINTING INC 06/12/2025 806517140.08Regular 0.00 164499 Invoice 06/12/2025 BUSINESS CARDS - S MCGOVERN, E RODRI 140.080.00 10195 IP VIDEO SPECIALISTS 06/12/2025 806518199.00Regular 0.00 8387 Invoice 06/12/2025 WEBCAM JUN 2025 SKATE PARK 199.000.00 10200 JAMES L BLACKBURN 06/12/2025 806519589.95Regular 0.00 34020 Invoice 06/12/2025 BUSINESS CARDS 115.520.00
34069 Invoice 06/12/2025 BUSINESS CARDS 57.760.00
34086 Invoice 06/12/2025 NOTICE OF VIOLATION 416.670.00 11558 KIMBERLY JOHNSON 06/12/2025 806520450.00Regular 0.00 31 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 2003669.021 Invoice 06/12/2025 REFUND PERMIT 9219 450.000.00 10235 LOOPNET 06/12/2025 806521356.00Regular 0.00
122499578-1 Invoice 06/12/2025 COMMERCIAL PROPERTIES NOW (FRONT- 356.000.00 10428 MARIO CESAR TREJO AXXESS DOOR CORP 06/12/2025 8065221,483.25Regular 0.00 14564 Invoice 06/12/2025 REPAIR GYM DOOR OCT 2024 LFSP 1,048.250.00 15625 Invoice 06/12/2025 REPAIR ROOM DIVIDER MAR 2025 LFSP 435.000.00 10250 MONOGRAM MAGIC 06/12/2025 80652352.75Regular 0.00 15158 Invoice 06/12/2025 UNIFORMS - JOHNSON, GIL 52.750.00 11409 MRC SMART TECHNOLOGY SOLUTIONS 06/12/2025 8065246,372.69Regular 0.00 IN4831492 Invoice 06/12/2025 PRINTER & COPIER MAINTENANCE 02/14/ 6,372.690.00 10267 NOAH HOLLAND TORGESON 06/12/2025 806525400.00Regular 0.00 20250607 Invoice 06/12/2025 DJ SERVICES FOR SPECIAL NEEDS SUMME 400.000.00 10273 OCCUPATIONAL HEALTH CENTERS 06/12/2025 806526558.00Regular 0.00 86871765 Invoice 06/12/2025 PRE-EMPLOYMENT BACKGROUND TESTIN 558.000.00 10276 ONWARD ENGINEERING 06/12/2025 8065271,955.00Regular 0.00 8200 Invoice 06/12/2025 DESIGN - LAKE FOREST DR RESURFACING 1,955.000.00 11557 PELAGIC ENGINEERING 06/12/2025 806528168,910.00Regular 0.00 0000008 Invoice 06/12/2025 2024-124 CDBG - APS PHASE 4 & RETENTI 168,910.000.00 10303 RALPH ANDERSEN & ASSOCIATES 06/12/2025 8065296,644.75Regular 0.00 7088 Invoice 06/12/2025 CLASS & COMP STUDY FEE APRIL 2025 1,795.000.00 7119 Invoice 06/12/2025 CLASS & COMP STUDY FEE MAY 2025 2,790.000.00 7120 Invoice 06/12/2025 CLASS & COMP STUDY ON-SITE FEE APRIL 2,059.750.00 10305 RANCHO VIEJO II HOA 06/12/2025 8065301,060.00Regular 0.00 22702 06/02/202 Invoice 06/12/2025 22702 MADRID HOA PAYMENT JUL PTM-1 530.000.00 22706 06/02/202 Invoice 06/12/2025 22706 MADRID HOA PAYMENT JUL PTM-1 530.000.00 10329 SO CAL INDUSTRIES 06/12/2025 806531495.65Regular 0.00 06/04/2025 Invoice 06/12/2025 RESTROOMS FOR FAMILY CAMPOUT JUL 2 495.650.00 11559 SONIA VALENZUELA 06/12/2025 806532400.00Regular 0.00 2003673.021 Invoice 06/12/2025 REFUND PERMIT 10165 200.000.00 2003677.021 Invoice 06/12/2025 REFUND PERMIT 10165 200.000.00 10331 SOUTH COAST AIR QUALITY 06/12/2025 806533167.47Regular 0.00 4539816 Invoice 06/12/2025 CIVIC CENTER "HOT SPOTS" JUL 2024 - JU 167.470.00 10335 SOUTHERN CALIFORNIA EDISON 06/12/2025 8065342,086.37Regular 0.00 6551 05/27/2025 Invoice 06/12/2025 PARK UTILITIES MAY 2,086.370.00 10362 THE PET ADOPTION CENTER OF ORANGE COUNTY06/12/2025 8065351,583.34Regular 0.00 1027 Invoice 06/12/2025 PET ADOPTION SERVICES MAY 2025 1,583.340.00 11434 THE REINALT-THOMAS CORP 06/12/2025 80653649.50Regular 0.00 5039903232 Invoice 06/12/2025 REPLACEMENT TIRE 2019 HIGHLANDER # 49.500.00 10364 THE UPS STORE 0026 06/12/2025 806537423.00Regular 0.00 TCLF0520250026 Invoice 06/12/2025 PRE-EMPLOYMENT & STAR LIVESCAN MAY 423.000.00 10365 THERESA DOBBS 06/12/2025 8065383,690.00Regular 0.00 06/02/2025 Invoice 06/12/2025 CONSULTING SERVICES MAY 2025 3,690.000.00 10932 WEX HEALTH INC 06/12/2025 806539263.35Regular 0.00 0002159509-IN Invoice 06/12/2025 WEX ADMIN FEES COBRA + FSA APR 2025 263.350.00 11306 XUEDI WANG 06/12/2025 806540785.00Regular 0.00
2003182.021 Invoice 10/10/2024 REFUND PERMIT 8539 185.000.00 32 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 2003500.021 Invoice 02/27/2025 REFUND PERMIT 9328 600.000.00 10016 ALL AMERICAN ASPHALT 06/19/2025 806541223,828.99Regular 0.00 210348 Invoice 06/19/2025 2024-004 TRABUCO & LF REHAB RET REL 223,828.990.00 10019 ALLIANT INSURANCE SERVICES 06/19/2025 8065423,093.00Regular 0.00 3120941 Invoice 06/19/2025 SPECIAL EVENT INSURANCE - MULTICULT 3,093.000.00 10028 AMERINAT 06/19/2025 806543456.00Regular 0.00
FS-5969 Invoice 06/19/2025 REHAB LOAN - BUCKMANN 456.000.00 10044 AT&T CALNET3 06/19/2025 80654463.16Regular 0.00
000023536445 Invoice 06/19/2025 PARK UTILITIES MAY 2025 63.160.00 11116 AUSTIN VUONG QUACH 06/19/2025 806545988.00Regular 0.00 0079b Invoice 06/19/2025 DRAGON ENTERTAINMENT 4TH OF JULY P 988.000.00 10051 BARRIOS & ASSOCIATES LLC 06/19/2025 8065467,500.00Regular 0.00 25-1143 Invoice 06/19/2025 NITF INSTALLMENT 3 7,500.000.00 10423 BERNEL INC 06/19/2025 8065472,340.00Regular 0.00
115400 Invoice 06/19/2025 ANNUAL FIRE ALARM MONITORING APR L 780.000.00 115401 Invoice 06/19/2025 ANNUAL FIRE ALARM MONITORING APR L 780.000.00 115410 Invoice 06/19/2025 ANNUAL FIRE ALARM MONITORING APR 780.000.00 11253 BLUE RASTER LLC 06/19/2025 806548185.00Regular 0.00 9413 Invoice 06/19/2025 2024-069 ASSET MGMT GIS WORKFLOW 185.000.00 11204 BROADWAY ARTS STUDIO 06/19/2025 806549500.00Regular 0.00 2003709.021 Invoice 06/19/2025 REFUND PERMIT 8297 500.000.00 10064 CA ASSOC FOR LOCAL ECONOMIC DEVELOPMENT06/19/2025 806550959.10Regular 0.00 300006499 Invoice 06/19/2025 MEMBERSHIP RENEWAL 2025 - A GRIJALV 839.100.00 300006725 Invoice 06/19/2025 MEMBERSHIP RENEWAL 2025 - H HAIRRE 120.000.00 10074 CALIFORNIA STATE DISBURSEMENT 06/19/2025 806551147.70Regular 0.00 06/06/25 Invoice 06/19/2025 REMIT ID 200000002413681 SDU/TRIBAL 147.700.00 10074 CALIFORNIA STATE DISBURSEMENT 06/19/2025 806552145.38Regular 0.00 06/06/2025 Invoice 06/19/2025 REMIT ID 200000002605383 SDU/TRIBAL 145.380.00 10079 CALPERS LONG TERM CARE PROGRAM 06/19/2025 806553262.73Regular 0.00 15698713 Invoice 06/19/2025 EE CONT PPE 06/20/2025 262.730.00 10416 CHRIS ANTHONY CARDENAS 06/19/2025 8065546,200.00Regular 0.00 2300 Invoice 06/19/2025 4TH OF JULY PARADE VIDEO PRODUCTION 6,200.000.00 11567 CHRISTIAN SHAFFER 06/19/2025 806555900.00Regular 0.00 2003720.021 Invoice 06/19/2025 RFUND PERMIT 8495 900.000.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 06/19/2025 806556159.00Regular 0.00 06/06/2025 Invoice 06/19/2025 EE CONT PPE 06/06/2025 159.000.00 10107 COSTAR REALTY INFORMATION INC 06/19/2025 806557432.25Regular 0.00 122245561 Invoice 06/19/2025 COMMERCIAL PROPERTIES NOW (BACK-E 432.250.00 10109 COUNTY OF ORANGE TREASURER TAX 06/19/2025 806558129.49Regular 0.00 STTM002979 Invoice 06/19/2025 800 MHZ MONTHLY MAINTENANCE MAR 129.490.00 10123 DEWEY PEST CONTROL 06/19/2025 806559196.00Regular 0.00 17451135 Invoice 06/19/2025 2022-030 MONTHLY PEST CONTROL JUNE 196.000.00 10134 ECONOMICS INC 06/19/2025 80656011,796.85Regular 0.00 2021-22.47 Invoice 06/19/2025 PROFESSIONAL SERVICES SOLID WASTE & 9,047.520.00 2022.38 Invoice 06/19/2025 PROFESSIONAL SERVICES SOLID WASTE M 2,749.330.00 11573 EXCEL CPE INC 06/19/2025 8065613,000.00Regular 0.00 33 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount COMB-05-24-638 Invoice 06/19/2025 REFUND C&D DEPOSIT 3,000.000.00 THB001102 GAYLE ACKERMAN 06/19/2025 80656298.75Regular 0.00 06/10/2025 Invoice 06/19/2025 EXP REIM PLANNING COMM CHAIR BRIEF 98.750.00 10983 GEORGE GROUT 06/19/2025 806563500.00Regular 0.00
2003690.021 Invoice 06/19/2025 REFUND PERMIT 7735 500.000.00 10198 ITERIS INC 06/19/2025 80656418,203.52Regular 0.00 181066 Invoice 06/19/2025 2021-032 PROFESSIONAL SERVICES MAR 12,882.570.00 181271 Invoice 06/19/2025 2021-032 PROFESSIONAL SERVICES APR 2 5,320.950.00 10200 JAMES L BLACKBURN 06/19/2025 8065651,476.18Regular 0.00 34196 Invoice 06/19/2025 BUSINESS WATCH 1,476.180.00
11563 JEENA BEDEKAR 06/19/2025 806566500.00Regular 0.00 2003710.021 Invoice 06/19/2025 REFUND PERMIT 8563 500.000.00 11382 JPW COMMUNICATIONS INC 06/19/2025 80656710,871.25Regular 0.00 3651 Invoice 06/19/2025 BRANDING PROJECT SERVICES MAY 10,871.250.00 11570 KRISHNAKUMAR VENKITAPATHY 06/19/2025 8065684,500.00Regular 0.00 RESB-06-24-6427 Invoice 06/19/2025 REFUND C&D DEPOSIT 4,500.000.00 11560 LETICIA LANDA 06/19/2025 806569950.00Regular 0.00 2003682.021 Invoice 06/19/2025 REFUND PERMIT 8338 950.000.00 11569 LI SIKORSKI 06/19/2025 806570155.00Regular 0.00
2003712.021 Invoice 06/19/2025 REFUND SKYHAWKS TENNIS CAMP #1352 155.000.00 11230 MEADOWS SENIORS LP 06/19/2025 80657110,000.00Regular 0.00 RESB-09-22-5675 Invoice 06/19/2025 REFUND C&D DEPOSIT 10,000.000.00 11565 MINGXING YUAN 06/19/2025 806572200.00Regular 0.00 2003714.021 Invoice 06/19/2025 REFUND BRUSH GAME #13588 200.000.00 10468 MISSIONSQUARE 06/19/2025 80657316,095.84Regular 0.00 06/06/2025 Invoice 06/19/2025 DEFERRED COMP ACCR 303669 PPE 06/0 16,095.840.00 10250 MONOGRAM MAGIC 06/19/2025 806574150.31Regular 0.00 14617 Invoice 06/19/2025 STARS UNIFORM - HAUXHUST 21.100.00 14999 Invoice 06/19/2025 UNIFORMS - STARS (D ANTENESSE) 129.210.00 10707 MONTESSORI ON THE LAKE 06/19/2025 806575500.00Regular 0.00 2003694.021 Invoice 06/19/2025 REFUND PERMIT 9992 500.000.00 11409 MRC SMART TECHNOLOGY SOLUTIONS 06/19/2025 806576165.94Regular 0.00 IN4846606 Invoice 06/19/2025 MAINTENANCE FOR PRINTERS 6/14 - 7/13 165.940.00 10263 NETFILE 06/19/2025 8065772,500.00Regular 0.00
10183 Invoice 06/19/2025 3RD Q SUBSCRIPT (7/7 - 10/7/25) & FOR 2,500.000.00 11568 NEW WEST DESIGNS INC 06/19/2025 80657850.00Regular 0.00 2003721.021 Invoice 06/19/2025 REFUND PERMIT 10310 50.000.00 10265 NIEVES LANDSCAPE, LLC 06/19/2025 806579140,258.79Regular 0.00 81196 Invoice 06/19/2025 2023-025 SLOPES/MP MONTHLY MAINT 87,261.670.00 81319 Invoice 06/19/2025 2023-025 IRRIG REPAIRS APR PORTOLA/R 460.180.00 81320 Invoice 06/19/2025 2023-025 IRRIG REPAIRS APR EL TORO RO 557.500.00 81321 Invoice 06/19/2025 2023-025 IRRIG REPAIRS APR LAKE FORES 475.000.00 81322 Invoice 06/19/2025 2023-025 IRRIG REPAIRS APR EL TORO RD 82.500.00 81323 Invoice 06/19/2025 2023-025 IRRIG REPAIRS APR LAKE FORES 475.000.00 81324 Invoice 06/19/2025 2023-025 INSTALL 24" BOX TREE MAY LAK 500.000.00 81325 Invoice 06/19/2025 2023-025 IRRIG REPAIRS MAY JERONIMO/ 528.200.00 81326 Invoice 06/19/2025 2023-025 IRRIG REPAIR SLOPE MAY EL TO 475.000.00 81327 Invoice 06/19/2025 2023-025 IRRG REPAIR SLOPE MAY LAKE F 475.000.00 34 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 81328 Invoice 06/19/2025 2023-025 CURB CLEAN UP MAY CANADA 2,300.000.00 81377 Invoice 06/19/2025 2023-025 MAIN LINE REPAIR MAY JERONI 7,787.090.00 81378 Invoice 06/19/2025 2023-025 ACCIDENT REPAIR APR EL TORO 3,977.480.00 81379 Invoice 06/19/2025 2023-025 MEDIAN IRRIG REPAIR APR EL T 3,835.290.00 81417 Invoice 06/19/2025 2023-025 INSTLL MLCH/PLNT MTRL MAY 6,690.000.00 81418 Invoice 06/19/2025 2023-025 INSTLL MLCH/PLNT MTRL MAY 11,250.000.00 81419 Invoice 06/19/2025 2023-025 INSTALL IRRIG LINE MAY LAKE F 4,098.880.00 81420 Invoice 06/19/2025 2023-025 INSTLL MLCH/PLNT MTRL MAY 9,030.000.00 11561 OCTAVIO AVILA 06/19/2025 806580450.00Regular 0.00 2003691.021 Invoice 06/19/2025 REFUND PERMIT 9027 450.000.00 10536 ODP BUSINESS SOLUTIONS LLC 06/19/2025 8065811,569.76Regular 0.00 35505212 Invoice 06/19/2025 OPERATING SUPPLIES MAY 2025 1,569.760.00 10280 ORANGE COUNTY SHERIFF S OFFICE 06/19/2025 806582440.02Regular 0.00 06/06/2025 Invoice 06/19/2025 LOF NO. 30-2023-01343745-CL-CL-CJC PP 440.020.00 11562 PAMELA PEAK 06/19/2025 806583100.00Regular 0.00
2003706.021 Invoice 06/19/2025 REFUND PERMIT 9736 50.000.00 2003707.021 Invoice 06/19/2025 REFUND PERMIT 9891 50.000.00 11017 PARK CONSULTING GROUP INC 06/19/2025 8065845,485.00Regular 0.00 1020 Invoice 06/19/2025 EPL FEE UPDATE 5,485.000.00
11564 REMYA PARAMBAN 06/19/2025 806585500.00Regular 0.00 2003711.021 Invoice 06/19/2025 REFUND PERMIT 8904 500.000.00 10719 RINCON CONSULTANTS INC 06/19/2025 8065861,209.50Regular 0.00 66156 Invoice 06/19/2025 NOISE POLICIES & STANDARDS UPDATE M 1,209.500.00 11554 ROBIN AXWORTHY 06/19/2025 806587700.00Regular 0.00 2002b Invoice 06/19/2025 4TH OF JULY PARADE ENTERTAINMENT PA 700.000.00 10196 SEAVCO 06/19/2025 80658845.00Regular 0.00
20251098 Invoice 06/19/2025 2022 BMW #39859 MAINTENANCE SERVI 45.000.00 11572 SELECT DESIGN CONSTRUCTION INC 06/19/2025 806589600.00Regular 0.00 RESB-10-22-5694 Invoice 06/19/2025 REFUND C&D DEPOSIT 600.000.00 THB001776 SHARLYN SAN MIGUEL DE LA PAZ 06/19/2025 80659074.81Regular 0.00 5/5 - 5/28 Invoice 06/19/2025 CESA 5/5 - 5/28 74.810.00 10335 SOUTHERN CALIFORNIA EDISON 06/19/2025 80659184,483.72Regular 0.00 1549 06/04/2025 Invoice 06/19/2025 PORTOLA PARK UTILITIES MAY 2025 125.220.00 3106 06/03/2025 Invoice 06/19/2025 STREET LIGHT UTILITIES MAY 2025 84,293.740.00 5146 06/04/2025 Invoice 06/19/2025 STREET LIGHT UTILITIES MAY 2025 64.760.00 10337 SOUTHERN CALIFORNIA NEWS GROUP 06/19/2025 8065927,442.20Regular 0.00 0000616643 Invoice 06/19/2025 CITY COUNCIL & PLANNING COMM PUBLI 3,068.260.00 0000618931 Invoice 06/19/2025 CITY COUNCIL & PLANNING COMM PUBLI 4,373.940.00 10338 SOUTHERN CALIFORNIA SHREDDING 06/19/2025 806593670.00Regular 0.00 283752 Invoice 06/19/2025 ID THEFT PROGRAM MAY 2025 670.000.00 10716 STATE CONTROLLER'S OFFICE 06/19/2025 806594176.26Regular 0.00 FTB-00007715 Invoice 06/19/2025 FTB OFFSETS 2024 - PARKING CITATIONS 176.260.00 10347 SUPERIOR PROPERTY SERVICES INC 06/19/2025 80659511,076.65Regular 0.00 18432 Invoice 06/19/2025 2023-022 GRAFFITTI RMVL/STEAM CLEAN 11,076.650.00 10353 TAIT & ASSOCIATES INC 06/19/2025 80659610,279.38Regular 0.00 164150 Invoice 06/19/2025 2018-017 JERONIMO/EL TORO WIDENING 1,926.880.00 165302 Invoice 06/19/2025 JERONIMO/EL TORO WIDENING DESIGN A 8,352.500.00 10641 THE LOFTCRAFTERS INC 06/19/2025 8065979,930.00Regular 0.00 35 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount RESB-01-25-6623 Invoice 06/19/2025 REFUND C&D DEPOSIT 8,700.000.00 RESB-04-25-6693 Invoice 06/19/2025 REFUND C&D DEPOSIT 1,230.000.00 11574 TODAY'S HOME MORTGAGE 06/19/2025 806598285.00Regular 0.00 11-24-65705 Invoice 06/19/2025 REFUND ADU PERMIT 285.000.00 10385 UNDERGROUND SERVICE ALERT OF 06/19/2025 806599387.40Regular 0.00 520250397 Invoice 06/19/2025 UNDERGROUND SERVICE ALERT MAY 202 387.400.00 10390 US BANK CORPORATE PAYMENT 06/19/2025 80660050,093.26Regular 0.00 4348 05/26/2025 Invoice 06/19/2025 CAL-CARD PURCHASES MAY 50,093.260.00 10390 US BANK CORPORATE PAYMENT 06/19/2025 8066013,670.99Regular 0.00 6249 05/26/2025 Invoice 06/19/2025 CAL-CARD PURCHASES MAY 3,670.990.00 10405 US BANK NA 06/19/2025 8066025,181.57Regular 0.00
8690611272517 Invoice 06/19/2025 CITY VEHICLE FUEL APRIL 2025 2,422.120.00 8690611272521 Invoice 06/19/2025 CITY VEHICLE FUEL MAY 2025 2,759.450.00 10391 US BANK PARS 06/19/2025 8066032,809.74Regular 0.00 06/06/2025 Invoice 06/19/2025 PARS CONT PPE 06/06/2025 2,809.740.00 10392 US DEPT OF TREASURY 06/19/2025 806604961.75Regular 0.00 06/06/2025 Invoice 06/19/2025 AGENCY TRACKING WG2122418 PPE 06/0 961.750.00 11566 VICTORIA TECSON 06/19/2025 806605200.00Regular 0.00 2003715.021 Invoice 06/19/2025 REFUND BRUSH GAME #13588 200.000.00 10506 WEST COAST ARBORISTS INC 06/19/2025 80660613,609.00Regular 0.00 229149 Invoice 06/19/2025 TREE MANAGEMENT SERVICES 4/16 - 4/3 13,609.000.00 10408 WESTAMERICA COMMUNICATIONS 06/19/2025 8066072,774.00Regular 0.00 369959 Invoice 06/19/2025 STRATEGIC PLAN EMERGENCY SERVICES 2,774.000.00 10017 ALL CITY MANAGEMENT 06/26/2025 80660830,878.97Regular 0.00 100712 Invoice 06/26/2025 CROSSING GUARD SERVICES 4/13-4/26 12,176.250.00 101936 Invoice 06/26/2025 CROSSING GUARD SERVICES 5/25-6/7 18,702.720.00 11526 APPLIED MEDICAL 06/26/2025 8066091,500.00Regular 0.00 COMB-06-22-547 Invoice 06/26/2025 REFUND C&D DEPOSIT 1,500.000.00 10037 AQUABIO ENVIRONMENTAL 06/26/2025 8066103,095.00Regular 0.00 102132 Invoice 06/26/2025 2023-082 LAKE MAINTENANCE JUN VETE 3,095.000.00 10044 AT&T CALNET3 06/26/2025 806611251.26Regular 0.00
000023583706 Invoice 06/26/2025 MPS UTILITIES MAY 158.070.00 000023589243 Invoice 06/26/2025 PARK UTILITIES 6189 MAY 93.190.00 10048 BAGELS & BREW INC 06/26/2025 8066121,794.62Regular 0.00 06/16/2025 Invoice 06/26/2025 FOOD FOR 4TH OF JULY STAFF AND COM 1,794.620.00 11585 BARKING BLISS 06/26/2025 8066132,390.28Regular 0.00 USE 03-25-5785 Invoice 06/26/2025 REFUND USE PERMIT DEPOSIT UP 03-25-5 2,390.280.00 10502 BKF ENGINEERS 06/26/2025 8066145,006.25Regular 0.00 25060380 Invoice 06/26/2025 2021-101 LOS ALISOS/MUIRLANDS 2ND L 5,006.250.00 10569 BLACK O'DOWD AND ASSOCIATES, INC. 06/26/2025 8066151,250.00Regular 0.00 30086 Invoice 06/26/2025 2024-092 SW LF ARTERIAL WALL ENHANC 1,250.000.00 10061 BRIGHTLIFE DESIGNS LLC 06/26/2025 806616320.00Regular 0.00 1693 Invoice 06/26/2025 CIVIC CENTER TREE 24/25 YEAR ROUND LI 320.000.00 10069 CALIFORNIA BUILDING STANDARDS 06/26/2025 8066171,264.50Regular 0.00 06/23/2025 Invoice 06/26/2025 GREEN FEES (BSASRF) JAN - MAR 2025 1,264.500.00 11584 CITYSIDE NETWORKS LLC 06/26/2025 8066181,769.73Regular 0.00 36 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 06/18/2025 Invoice 06/26/2025 REFUND ENCROACHMENT DEPOSIT 1,769.730.00 10109 COUNTY OF ORANGE TREASURER TAX 06/26/2025 806619152.66Regular 0.00 STTM003050 Invoice 06/26/2025 800 MHZ MONTHLY MAINTENANCE APRIL 152.660.00 10113 CROWN FACILITY SOLUTIONS 06/26/2025 8066203,283.36Regular 0.00 3516 Invoice 06/26/2025 JANITORIAL SERVICES PERMIT 8495 COM 859.590.00 3517 Invoice 06/26/2025 JANITORIAL SERVICES PERMIT 9848 COM 859.590.00 3520 Invoice 06/26/2025 JANITORIAL SERVICES PERMIT 9251 COM 368.490.00 3521 Invoice 06/26/2025 JANITORIAL SERVICES PERMIT 10024 PAC 413.600.00 3522 Invoice 06/26/2025 JANITORIAL SERVICES PERMIT 10268 CO 368.490.00 3523 Invoice 06/26/2025 JANITORIAL SERVICES PERMIT 8519 PAC 0 413.600.00 10120 DEKRALITE 06/26/2025 8066212,864.05Regular 0.00
ARINV025823 Invoice 06/26/2025 4TH OF JULY BANNER INSTALLS & TAKEDO 2,864.050.00 10121 DEPARTMENT OF CONSERVATION 06/26/2025 8066225,759.88Regular 0.00 06/23/2025 Invoice 06/26/2025 STRONG MOTION INSTRUMENTATION JA 5,759.880.00 10104 DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC06/26/2025 8066231,662.50Regular 0.00 IN00351770 Invoice 06/26/2025 EL TORO PARK NAS CONFIGURATION 1,662.500.00 10126 DIVISION OF THE STATE ARCHITECT 06/26/2025 806624139.20Regular 0.00 Q1 2025 Invoice 06/26/2025 CASP FEE Q1 2025 139.200.00
10137 EL TORO WATER DISTRICT 06/26/2025 80662530,407.72Regular 0.00 25-05 Invoice 06/26/2025 WATER SERVICES PARKS, SLOPES, LFSP MA 30,407.720.00 10534 ETHS INSTRUMENTAL MUSIC & PAGEANTRY BOOSTERS06/26/2025 8066261,000.00Regular 0.00 2506171 Invoice 06/26/2025 PERFORMANCE DONATION 4TH OF JULY 1,000.000.00 11217 FCG CONSULTANTS INC 06/26/2025 80662710,496.54Regular 0.00 1133-1007 Invoice 06/26/2025 2024-023 LFTM BAKE/TRABUCO WIDENIN 6,161.760.00 1133-1008 Invoice 06/26/2025 2024-023 LFTM BAKE/TRABUCO WIDENIN 4,334.780.00 10160 FIELDTURF USA INC 06/26/2025 806628398,239.10Regular 0.00 05/31/2025 Invoice 06/26/2025 2025-015 LFSP FIELD A & B REPLACEMEN 398,239.100.00 10170 GMU GEOTECHNICAL INC 06/26/2025 806629210.25Regular 0.00 68238 Invoice 06/26/2025 2022-122 ASPHALT REPAIRS ZONE D PMT 210.250.00 11583 GUY F ATKINSON CONSTRUCTION LLC 06/26/2025 806630727.20Regular 0.00 ENCRH-44128 Invoice 06/26/2025 REFUND ENCROACHMENT DEPOSIT JOB 2 727.200.00 11416 HAGGARTY PRINTING INC 06/26/2025 806631140.08Regular 0.00 164564 Invoice 06/26/2025 BUSINESS CARDS - K PIZANO, J MADRID 140.080.00 10179 HARTZOG & CRABILL INC 06/26/2025 80663227,982.60Regular 0.00 25-0220 Invoice 06/26/2025 TRAFFIC ENGINEERING DEVELOPMENT / C 8,411.700.00 25-0221 Invoice 06/26/2025 TRAFFIC ENGINEERING DEVELOPMENT / C 9,463.000.00 25-0222 Invoice 06/26/2025 TRAFFIC ENGINEERING DEVELOPMENT / C 10,107.900.00 10197 IRVINE RANCH WATER DISTRICT 06/26/2025 80663354,576.15Regular 0.00 25-05 Invoice 06/26/2025 WATER SERVICES MAY CC, LFSP , MP, SLOP 54,576.150.00 10200 JAMES L BLACKBURN 06/26/2025 806634712.31Regular 0.00 34250 Invoice 06/26/2025 TRAFFIC FORMS 712.310.00
11576 JENNY VERMUDEZ-GONZALES 06/26/2025 806635200.00Regular 0.00 2003726.021 Invoice 06/26/2025 REFUND PERMIT 10268 200.000.00 11579 JOE ARMENTA 06/26/2025 8066363,000.00Regular 0.00 COMB-03-24-634 Invoice 06/26/2025 REFUND C&D DEPOSIT 3,000.000.00 10448 KARI HALL 06/26/2025 806637915.00Regular 0.00
37 Check Report Date Range: 06/01/2025 - 06/30/2025
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Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 00001450 Invoice 06/26/2025 FACE PAINTING FOR CONCERT 6/28 915.000.00 11586 KARTHIK RANGANATHAN 06/26/2025 8066382,400.00Regular 0.00 RESB-11-23-6220 Invoice 06/26/2025 REFUND C&D DEPOSIT 2,400.000.00 11588 KELLY HO 06/26/2025 8066391,200.00Regular 0.00
RESB-05-23-6029 Invoice 06/26/2025 REFUND C&D DEPOSIT 1,200.000.00 11591 LAKE FOREST EQUESTRIAN CENTER INC 06/26/2025 80664051,400.00Regular 0.00 06/18/2025 Invoice 06/26/2025 RENT CREDIT PER SETTLEMENT AGREEME 51,400.000.00 10229 LAKE FOREST EXPRESS WASH 06/26/2025 80664130.00Regular 0.00 1112 Invoice 06/26/2025 VEHICLE WASH MAY 2025 30.000.00 THB004873 LORI BERGER 06/26/2025 806642108.97Regular 0.00 06/19/2025 Invoice 06/26/2025 REISSUE PAYROLL CHECK DATED 11/06/20 108.970.00 11439 MARINA LANDSCAPE INC 06/26/2025 806643-4,133.00Regular 0.00 11439 MARINA LANDSCAPE INC 06/26/2025 8066434,133.00Regular 0.00 152407-06S Invoice 06/26/2025 2024-097 RETEN EL TORO RD WEED ABAT 4,133.000.00 11587 MARYAM NOJOMIFARD 06/26/2025 806644500.00Regular 0.00 RESB-12-24-6594 Invoice 06/26/2025 REFUND C&D DEPOSIT 500.000.00 10241 MASTER WASH INC 06/26/2025 806645360.00Regular 0.00 81442 Invoice 06/26/2025 CITY VEHICLE WASH MAY 2025 360.000.00 11582 NATIONAL RENAISSANCE OF CALIFORNIA 06/26/2025 8066462,418.90Regular 0.00 06/18/2025 Invoice 06/26/2025 REFUND DEVELOPER DEPOSIT 2,418.900.00 10265 NIEVES LANDSCAPE, LLC 06/26/2025 80664723,301.15Regular 0.00 81293 Invoice 06/26/2025 2023-026 BACKFLOW TESTING FOR ETWD 4,148.380.00 81294 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS MAY EL TO 6,269.900.00 81329 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS MAY MON 1,030.000.00 81330 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS MAY VETE 1,155.000.00 81331 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS MAY SERR 1,230.000.00 81332 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS MAY MON 1,425.000.00 81333 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS APR CHER 985.750.00 81414 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS MAY SKAT 1,245.000.00 81415 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS MAY EL TO 758.000.00 81416 Invoice 06/26/2025 2023-026 IRRIGATION REPAIRS MAY EL TO 2,387.000.00 81712 Invoice 06/26/2025 2023-025 MAIN LINE REPAIR JUN JERONI 2,667.120.00 10273 OCCUPATIONAL HEALTH CENTERS 06/26/2025 806648972.00Regular 0.00 87023218 Invoice 06/26/2025 PRE-EMPLOYMENT TESTING JUNE 2025 568.000.00 87094583 Invoice 06/26/2025 PRE-EMPLOYMENT TESTING JUNE 2025 404.000.00 10276 ONWARD ENGINEERING 06/26/2025 8066491,495.00Regular 0.00 8256 Invoice 06/26/2025 2021-100 DESIGN LAKE FOREST DR RESUR 1,495.000.00 11520 PLAY ANYWHERE SPORTS INC 06/26/2025 8066501,448.69Regular 0.00 2189 Invoice 06/26/2025 EZ-UP FOR POLICE SERVICES 1,448.690.00 11577 PLAZA EL TORO INVESTORS 06/26/2025 806651301.64Regular 0.00 GRAD-64797 Invoice 06/26/2025 REFUND DEVELOPER DEPOSIT 301.640.00 10291 POSTMASTER 06/26/2025 8066526,750.00Regular 0.00
06.24.2025 Invoice 06/26/2025 STRATEGIC PLAN 50 - EMERGENCY COMM 6,750.000.00 10311 RICK ENGINEERING COMPANY 06/26/2025 8066536,117.50Regular 0.00 0108463 Invoice 06/26/2025 2021-099 LOS ALISOS/ROCKFIELD IMVRV 500.000.00 0108583 Invoice 06/26/2025 2021-099 BAKE TOLEDO WIDENING IMPR 5,617.500.00 11581 RRS REAL ESTATE ACCOUNT 06/26/2025 806654600.00Regular 0.00 RESB-04-24-6362 Invoice 06/26/2025 REFUND C&D DEPOSIT 600.000.00 38 Check Report Date Range: 06/01/2025 - 06/30/2025
7/3/2025 10:05:22 AM Page 14 of 18
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 10325 SHELTERCLEAN SERVICES INC 06/26/2025 8066554,665.80Regular 0.00 SI-000752 Invoice 06/26/2025 BUS SHELTER MAINTENANCE MAY 4,665.800.00 11580 SMITH AND SEVERSON BUILDERS, LLC 06/26/2025 80665610,000.00Regular 0.00 COMB-04-24-635 Invoice 06/26/2025 REFUND C&D DEPOSIT 10,000.000.00 11319 SOCAL CONSTRUCTION CORPORATION 06/26/2025 8066571,950.00Regular 0.00 COMB-07-23-609 Invoice 06/26/2025 REFUND C&D DEPOSIT 1,950.000.00 10335 SOUTHERN CALIFORNIA EDISON 06/26/2025 80665823,510.73Regular 0.00 5972 06/09/2025 Invoice 06/26/2025 CIVIC CENTER UTILITIES MAY 4,928.040.00 8114 06/09/2025 Invoice 06/26/2025 CIVIC CENTER UTILITIES MAY 18,582.690.00 10475 SOUTHERN CALIFORNIA PRECISION CONCRETE INC06/26/2025 80665945,936.88Regular 0.00 25-0136 Invoice 06/26/2025 2025-012 SIDEWALK DEFICIENCY REPAIR P 45,936.880.00 THB004926 STEPHANIE MADRIGAL 06/26/2025 806660388.27Regular 0.00 06/19/2025 Invoice 06/26/2025 REISSUE PAYROLL CHECK DATED 03/11/20 388.270.00 THB004877 SUMEETA RAI YODA 06/26/2025 80666124.61Regular 0.00 06/19/2025 Invoice 06/26/2025 REISSUE PAYROLL CHECK DATED 03/13/20 24.610.00 11144 SUSAN ZAKER 06/26/2025 8066621,200.00Regular 0.00 RESB-05-24-6397 Invoice 06/26/2025 REFUND C&D DEPOSIT 1,200.000.00 11589 SWINERTON BUILDERS 06/26/2025 80666330,000.00Regular 0.00 COMB-06-21-474 Invoice 06/26/2025 REFUND C&D DEPOSIT 10,000.000.00 COMB-12-20-438 Invoice 06/26/2025 REFUND C&D DEPOSIT 10,000.000.00 COMB-12-20-438 Invoice 06/26/2025 REFUND C&D DEPOSIT 10,000.000.00 10353 TAIT & ASSOCIATES INC 06/26/2025 80666411,396.69Regular 0.00 165449 Invoice 06/26/2025 2018-017 JERONIMO/EL TORO WIDENING 10,549.190.00 165450 Invoice 06/26/2025 2021-098 EL TORO RAISED MEDIAN DESIG 847.500.00 10359 THE GAS COMPANY 06/26/2025 806665800.32Regular 0.00 2943 06/10/2025 Invoice 06/26/2025 UTILITIES MAR - MAY LFSP 506.060.00 9109 06/09/2025 Invoice 06/26/2025 CIVIC CENTER UTILITIES MAY 294.260.00 11574 TODAY'S HOME MORTGAGE 06/26/2025 806666285.00Regular 0.00 ADU 11-24-6570 Invoice 06/26/2025 REFUND DEPOSIT ADU PERMIT 285.000.00 11592 TRELLIS INTERNATIONAL 06/26/2025 8066674,209.50Regular 0.00 11901 Invoice 06/26/2025 COMMUNITY PRESERVATION PROGRAM ( 4,209.500.00 10376 TRIPEPI SMITH AND ASSOCIATES 06/26/2025 8066682,745.76Regular 0.00 14484 Invoice 04/17/2025 AV SERVICES FOR PAC PERMIT 9322 1,068.380.00 14863 Invoice 06/26/2025 AV FOR PAC PERMIT 7735 1,677.380.00 11590 VARCIAG CONSTRUCTION INC 06/26/2025 8066691,200.00Regular 0.00 COMB-01-24-626 Invoice 06/26/2025 REFUND C&D DEPOSIT 1,200.000.00 10410 Z&K CONSULTANTS INC 06/26/2025 80667088,441.00Regular 0.00 3096 Invoice 06/26/2025 2022-129 ASPHALT REPAIRS ZONE D FEB 2 21,632.000.00 3097 Invoice 06/26/2025 2022-129 ASPHALT REPAIRS ZONE D MAR 24,194.000.00 3098 Invoice 06/26/2025 2022-129 ASPHALT REPAIRS ZONE D APR 26,820.000.00 3099 Invoice 06/26/2025 2022-129 ASPHALT REPAIRS ZONE D MAY 15,795.000.00 10038 ARCADIAN BANK 06/27/2025 80667131,150.00Regular 0.00 PATCHEN 06.26.2 Invoice 06/27/2025 REHAB LOAN AND PAINT GRANT PATCHEN 31,150.000.00 10038 ARCADIAN BANK 06/27/2025 80667252,000.00Regular 0.00 HOLLAND 06.24. Invoice 06/27/2025 REHAB LOAN AND PAINT GRANT HOLLAN 52,000.000.00 10038 ARCADIAN BANK 06/27/2025 80667310,000.00Regular 0.00 TINGLEY 06.26.20 Invoice 06/27/2025 REHAB LOAN TINGLEY 10,000.000.00 39 Check Report Date Range: 06/01/2025 - 06/30/2025
7/3/2025 10:05:22 AM Page 15 of 18
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount 10038 ARCADIAN BANK 06/27/2025 80667425,000.00Regular 0.00 BARRAZA 06.24.2 Invoice 06/27/2025 REHAB LOAN BARRAZA 25,000.000.00 10038 ARCADIAN BANK 06/27/2025 80667525,000.00Regular 0.00 PEARCE 06.24.20 Invoice 06/27/2025 REHAB LOAN PEARCE 25,000.000.00 10074 CALIFORNIA STATE DISBURSEMENT 06/27/2025 806676147.70Regular 0.00 06/20/25 Invoice 06/27/2025 REMIT ID 200000002413681 SDU/TRIBAL 147.700.00 10074 CALIFORNIA STATE DISBURSEMENT 06/27/2025 806677145.38Regular 0.00 06/20/2025 Invoice 06/27/2025 REMIT ID 200000002605383 SDU/TRIBAL 145.380.00 10079 CALPERS LONG TERM CARE PROGRAM 06/27/2025 806678262.73Regular 0.00 07/04/2025 Invoice 06/27/2025 EE CONT PPE 07/04/2025 262.730.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 06/27/2025 806679156.00Regular 0.00 06/20/2025 Invoice 06/27/2025 EE CONT PPE 06/20/2025 156.000.00 10468 MISSIONSQUARE 06/27/2025 80668010,062.47Regular 0.00 06/20/2025 Invoice 06/27/2025 DEFERRED COMP ACCT 303669 PPE 06/20 10,062.470.00 10280 ORANGE COUNTY SHERIFF S OFFICE 06/27/2025 806681440.02Regular 0.00 06/20/25 Invoice 06/27/2025 LOF NO. 30-2023-01343745-CL-CL-CJC PP 440.020.00 10280 ORANGE COUNTY SHERIFF S OFFICE 06/27/2025 8066826.83Regular 0.00 06/20/2025 Invoice 06/27/2025 LOF NO. 30-2019-01097622-CL-CL-CJC PP 6.830.00 10391 US BANK PARS 06/27/2025 8066833,217.96Regular 0.00 06/20/2025 Invoice 06/27/2025 PARS CONT PPE 06/20/2025 3,217.960.00 10392 US DEPT OF TREASURY 06/27/2025 806684961.75Regular 0.00 06/20/2025 Invoice 06/27/2025 AGENCY TRACKING WG2122418 PPE 06/2 961.750.00 2,607,078.81Total Regular: 0.00
40 Check Report Date Range: 06/01/2025 - 06/30/2025
7/3/2025 10:05:22 AM Page 16 of 18
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Payment Type: Bank DraŌ
10080 CALPERS HEALTH BENEFITS BRANCH 06/03/2025 DFT0000347116,127.57Bank Draft 0.00 10000001792679 Invoice 06/03/2025 HEALTH INSURANCE JUNE 2025 116,127.570.00 10076 CALPERS EMPLOYER SVCS 06/03/2025 DFT000035057,877.72Bank Draft 0.00 PPE 05/23/2025 Invoice 06/03/2025 RETIREMENT CONTRIBUTIONS PPE 05/23 57,877.720.00 10388 US BANK 06/02/2025 DFT000035185,553.75Bank Draft 0.00 06/02/2025 Invoice 06/02/2025 2004 COP EL TORO ROAD DEBT SERVICE P 85,553.750.00 10004 ADP 06/13/2025 DFT00003521,753.10Bank Draft 0.00
692723515 Invoice 06/13/2025 ADP TIME AND ATTENDANCE 1,753.100.00 10004 ADP 06/13/2025 DFT00003532,062.05Bank Draft 0.00
692724293 Invoice 06/13/2025 PROCESSING CHARGES PPE 5/9, 5/15, 5/2 2,062.050.00 10004 ADP 06/13/2025 DFT00003541,617.10Bank Draft 0.00
692724525 Invoice 06/13/2025 WORKFORCE NOW HCM PPE 05/12/2025 1,617.100.00 10076 CALPERS EMPLOYER SVCS 06/17/2025 DFT000035657,235.30Bank Draft 0.00 06/06/2025 Invoice 06/17/2025 RETIREMENT CONTRIBUTIONS PPE 06/06 57,235.300.00 10076 CALPERS EMPLOYER SVCS 06/27/2025 DFT000036057,619.72Bank Draft 0.00 06/20/2025 Invoice 06/27/2025 RETIREMENT CONTRIBUTIONS PPE 06/20 57,619.720.00 379,846.31Total Bank Draft: 0.00
Regular Checks
Manual Checks
Voided Checks
Discount
Payment
CountPayment Type
Bank Code OP Summary
Bank Drafts
EFT's
238
5 5
8 4
0.00 0.00
0.00 0.00
0.00 260 0.00
Payment
2,728,685.00
4,948.55
-121,606.19
379,846.31
74,394.97
3,066,268.64
Payable
Count
341
5 0
8 8
362
41 Check Report Date Range: 06/01/2025 - 06/30/2025
7/3/2025 10:05:22 AM Page 17 of 18
Vendor Number Vendor Name Payment Amount NumberPayment TypePayment Date Discount Amount Payable # Post Date Payable Description Payable AmountPayable Type Discount Amount Bank Code: PR-Payroll
Payment Type: Bank DraŌ
10004 ADP 06/13/2025 DFT0000355302,541.44Bank Draft 0.00 06/06/2025 Invoice 06/13/2025 DIRECT DEPOSIT ACH PPE 06/06/2025 302,541.440.00 10005 ADP TAX FINANCIAL SVC 06/13/2025 DFT000035779,797.67Bank Draft 0.00 06/06/2025 Invoice 06/13/2025 PAYROLL TAXES FOR PPE 06/06/2025 79,797.670.00 10004 ADP 06/27/2025 DFT0000359272,650.30Bank Draft 0.00 06/20/2025 Invoice 06/27/2025 DIRECT DEPOSIT ACH PPE 06/20/2025 272,650.300.00 10005 ADP TAX FINANCIAL SVC 06/27/2025 DFT000036162,403.96Bank Draft 0.00 06/20/2025 Invoice 06/27/2025 PAYROLL TAXES FOR PPE 06/20/2025 62,403.960.00 717,393.37Total Bank Draft: 0.00
Regular Checks
Manual Checks
Voided Checks
Discount
Payment
CountPayment Type
Bank Code PR Summary
Bank Drafts
EFT's
0 0
0 4
0 0.00
0.00 0.00
0.00 0.00
4 0.00
Payment
0.00 0.00
0.00 717,393.37
0.00 717,393.37
Payable
Count
0 0
0 4
0 4
42 Check Report Date Range: 06/01/2025 - 06/30/2025
All Bank Codes Check Summary
Payment Type Discount
Payment
Count Payment
Payable
Count
Regular Checks
Manual Checks
Voided Checks
Bank Drafts
EFT's
238
5 5
12 4
0.00 0.00
0.00 0.00
0.00 264 0.00
2,728,685.00
4,948.55
-121,606.19
1,097,239.68
74,394.97
3,783,662.01
341
5 0
12 8
366
Fund Name AmountPeriod
Fund Summary
999 Pooled Cash 3,783,662.016/2025
3,783,662.01
43 CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Information Technology
SUBJECT:
SECOND AMENDMENT TO THE AGREEMENT WITH ABTECH
TECHNOLOGIES FOR INFORMATION TECHNOLOGY SUPPORT SERVICES RECOMMENDED ACTION(S):
1. Approve the Second Amendment to the Agreement for Information Technology Support Services with Abtech Technologies.
2. Authorize the Mayor to sign, and the City Clerk to attest, the Second Amendment to the Agreement with Abtech Technologies substantially in the form attached.
EXECUTIVE SUMMARY:
Per the City’s Purchasing and Contracting Guidelines, the City entered into an Agreement (Attachment 1) with Abtech Technologies (“Abtech”) in June 2021 to provide professional Information Technology (“IT”) support services. The First Amendment to the Agreement (Attachment 2), executed in June 2024, extended the contract term through July 31, 2025, and increased the total compensation.
The proposed Second Amendment extends the term of the Agreement through July 31, 2026, through a one-year extension and increases total compensation by $454,790 (Attachment 3). This amendment brings the total not-to-exceed compensation for the Agreement to $2,093,836. Sufficient funding is available in the Fiscal Year 2025–26 IT Division Operating Budget to support the proposed amendment. The proposed Second Amendment would be the final extension of the current Agreement. Staff will issue a Request for Proposals (“RFP“) to procure a new IT services contract and a new co-termed agreement for backup and disaster recovery services prior to the end of the Agreement term.
BACKGROUND:
Pursuant to City Council procurement policies, professional services agreements may be amended as needed to adjust term, scope, or compensation to support evolving operational needs and ensure continuity of essential services.
44 On June 15, 2021, following a competitive procurement process, the City Council awarded a three-year agreement to Abtech to provide professional IT support services (Attachment 1). The total not-to-exceed compensation for the initial term was $1,197,546, with two optional one-year extensions included in the contract provisions.
On June 24, 2024, the City Council approved the First Amendment to the Agreement, extending the term through July 31, 2025, and increasing the not-to- exceed compensation by $441,500. This resulted in a revised total contract amount of $1,639,046 (Attachment 2).
DISCUSSION:
The proposed Second Amendment to the Agreement with Abtech Technologies would increase the total annual compensation and extend the contract term through July 31, 2026. The scope of work remains unchanged, continuing to provide critical IT support services to City operations.
Abtech provides IT support through a hybrid staffing model, with one full-time engineer on-site and additional off-site engineers supporting specialized services. Responsibilities include:
End-user support
Computer equipment maintenance and replacement
Server and network monitoring
Patch management
Security vulnerability remediation
Data backup and disaster recovery
Cybersecurity monitoring and response
Performance is monitored using monthly service level agreements (SLAs), which track key metrics such as response times, system availability, and customer satisfaction. Following an initial adjustment period, Abtech has consistently met or exceeded SLA targets, as shown in Table 1.
Table 1: Abtech Technologies – SLA Performance Metrics (Years 1–4) Representative
Reporting Measure
SLA
Target Year 1 Year 2 Year 3 Year 4
Service Requests
Completed within 3
Days
90% Completed 87% 95% 96% 94%
Server Availability
99.5%
Available 99.8% 99.8% 99.8% 99.8%
45 Representative
Reporting Measure
SLA
Target Year 1 Year 2 Year 3 Year 4
Network Availability
99.5%
Available 99% 99% 99% 99%
Computer Patches
and Updates
95% Approved
Patches applied 96% 96% 96% 96%
Satisfaction Survey
95% Satisfied
with Resolution 99.6% 99.8% 99.4% 99.4%
The Agreement with Abtech Technologies includes two categories of services:
(1) Basic Support Services, billed at a fixed monthly rate, and (2) additional services, which referred to as “Extra Work,” for projects beyond the routine scope, billed based on actual hours worked and subject to an annual not-to- exceed amount determined by the City.
The proposed Second Amendment (Attachment 2) includes a 3% increase to both the Basic Support Services and the Extra Work hourly rates. This results in an increase of $11,790 to the Basic Support Services and a $1,500 to the Extra Work allowance, bringing the total not-to-exceed amount for Fiscal Year 2025–26 to $454,790. These changes, along with prior and current contract pricing, are summarized in Table 2 and Table 3 below.
Table 2: Basic Support Services
Year 1 Year 2 Year 3
Year 4
First
Amendment
Year 5
Second
Amendment
Contract
Total
Annual
Cost $350,682 $350,682 $350,682 $393,000 $404,790 $1,849,836
Table 3: Extra Work Services
Functional
Roles
Hourly
Rates
(Original
Agreement)
Hourly
Rates
(First
Amendment)
Hourly
Rates
(Second
Amendment)
Annual
Total
(Year 5)
Contract
Total
(Years
1 – 5)
Level 1
Engineer $ 105 $ 120 $124
Level 2
Engineer $ 125 $ 140 $144
Level 3
Engineer $ 165 $ 185 $191
Project
Manager $ 90 $ 100 $101
$50,000 $244,000
The proposed Second Amendment (Attachment 3) limits price increases to no more than the Consumer Price Index (CPI) for the Los Angeles/Long Beach/Anaheim region, as established in the First Amendment. With the CPI 46 currently at 3.4%, the proposed 3% increase remains below the allowable cap and reflects current market conditions.
Pursuant to the City’s Purchasing and Contracting Guidelines, staff conducted a formal vendor assessment using the City’s standard evaluation criteria:
performance of scope of services, timeliness, budget performance, and customer service. The results are summarized in Table 4.
Table 4: Vendor Assessment
Vendor Assessment
June 15, 2021 through June 30, 2025
Category Rating
Unsatisfied (1) - Very Satisfied (5)
Performance of Scope of Services ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Timeliness ☐ Unsatisfied ☒ Satisfied ☐ Very Satisfied Budget Performance ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Customer Service ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Overall Rating ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied
Based on this performance and continued service need, staff recommends the City Council approve the proposed Second Amendment to extend the contract through July 31, 2026, and apply the proposed 3% rate adjustments. The proposed Second Amendment was prepared by the IT Division in accordance with the City’s Purchasing and Contracting Guidelines and has been reviewed and approved as to form by the City Attorney’s Office.
The proposed Second Amendment would be the final extension of the current agreement. Staff will issue an RFP to procure a new IT services contract and a new co-termed agreement for backup and disaster recovery services prior to the end of the Agreement term.
FISCAL IMPACT:
Approving the recommended action would add $454,790 to the existing IT Services contract for an additional one year of services, resulting in a revised not-to-exceed amount of $2,093,836 over the five-year term. The proposed revised hourly rates reflect an increase of $11,790 for Basic IT Support Services and a $1,500 increase to the IT Extra Work allowance as compared to current rates. The 2025-2027 Operating Budget for the IT Division has sufficient funds for the proposed Amendment.
47 ATTACHMENTS:
1. Agreement with Abtech Technologies for Information Technology support services
2. First Amendment with Abtech Technologies
3. Proposed Second Amendment with Abtech Technologies
Initiated By: Joanne Jin, Information Technology Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
48 ATTACHMENT 1
49 50
51 52
53 54
55 56
57 58
59 60
61 62
63 64
65 66
67 68
69 70
71 72
73 74
75 76
77 78
79 80
81 82
ATTACHMENT 2
83 IT SUPPORT AND CONSULTING SERVICES
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
DocuSign Envelope ID: 815BBEEA-2F99-43BA-9AA2-506A26F5AFA7 84 City of Lake Forest
First Amendment to Professional Services Agreement
IT Support and Consulting Services
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "C" - COMPENSATION ................................ ..............................
DocuSign Envelope ID: 815BBEEA-2F99-43BA-9AA2-506A26F5AFA7 85 Title: IT Support and Consulting Services
3 1. PARTIES AND DATE.
This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and Abtech Technologies, Inc., a California Corporation (Inc.) , with its principal place of business at 1235 Activity Drive, Unit B, Vista, CA 92081 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” DocuSign Envelope ID: 815BBEEA-2F99-43BA-9AA2-506A26F5AFA7 26 2024
JUNE
86 Title: IT Support and Consulting Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Information Technology Support and Consulting Services dated June 18, 2021 (“Agreement”).
2.2. First Amendment
The Parties now desire to amend the Agreement in order to extend the term of the Agreement, increase the total amount of compensation under the Agreement, and update the rates of compensation under the Agreement.
DocuSign Envelope ID: 815BBEEA-2F99-43BA-9AA2-506A26F5AFA7 87 Title: IT Support and Consulting Services
5 3. TERMS.
3.1. Term.
Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:
The term of this Agreement shall be from July 1, 2021 to July 31, 2025, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement annually for no more than one (1) additional one-year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2. Compensation.
Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed ONE MILLION SIX HUNDRED THIRTY -NINE THOUSAND FORTY-SIX DOLLARS ($1,639,046) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3. Rates of Compensation
Exhibit “C” of the Agreement is hereby amended in its entirety in the form of EXHIBIT "C" - COMPENSATION to this First Amendment, attached hereto and incorporated herein.
3.4. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
DocuSign Envelope ID: 815BBEEA-2F99-43BA-9AA2-506A26F5AFA7 88 Title: IT Support and Consulting Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Abtech Technologies, Inc.
By: [AUTHORIZED CITY SIGNATURE]
Mark Tettemer
Mayor
By: [VENDOR SIGNATURE 1]
Robert Russell
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
Lisa Berglund
City Clerk
By: [VENDOR SIGNATURE 2]
Robert Russell
Secretary (Corporation or LLC)
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
DocuSign Envelope ID: 815BBEEA-2F99-43BA-9AA2-506A26F5AFA7 89 Title: IT Support and Consulting Services
7 5. EXHIBIT "C" - COMPENSATION
5.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of ONE MILLION SIX HUNDRED THIRTY-NINE THOUSAND FORTY-SIX DOLLARS ($1,639,046) according to the following schedule:
A. Base Fee: Consultant shall be paid a monthly fee of $32,750 for maintenance services defined in the Scope of Work as shown in Table 1:
Table 1
Year 1 Year 2 Year 3 Year 4
(1st Amendment)
Contract Total
Annual Cost
$ 350,682
$ 350,682
$ 350,682
$ 393,000
$ 1,445,046
B. Projects: Consultant shall be paid monthly for projects performed at the request of the City. All project work must be approved in advance. Consultant hourly rates are established in Table 2:
Table 2
Resource Hourly Rate Hourly Rate
(1st Amendment) Annual Total Contract Total
Level 1 Engineer $ 105 $120 $48,500 $194,000
Level 2 Engineer $ 125 $140
Level 3 Engineer $ 165 $185
Project Manager $ 90 $100
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Long Beach-Anaheim
DocuSign Envelope ID: 815BBEEA-2F99-43BA-9AA2-506A26F5AFA7 90 ATTACHMENT 3
91 IT SUPPORT AND CONSULTING SERVICES
(2021-042.2)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: E7C3DF89-9886-478F-B8B1-DBF472B043B4 92 City of Lake Forest
Second Amendment to Professional Consultant Services Agreement IT Support and Consulting Services
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "C" - COMPENSATION ................................ ..............................
Docusign Envelope ID: E7C3DF89-9886-478F-B8B1-DBF472B043B4 93 Title: IT Support and Consulting Services
3 1. PARTIES AND DATE.
This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and Abtech Technologies, Inc., a California Corporation (Inc.) , with its principal place of business at 1235 Activity Drive, Unit B, Vista, CA 92081 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: E7C3DF89-9886-478F-B8B1-DBF472B043B4 94 Title: IT Support and Consulting Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Information Technology Support and Consulting Services dated June 18, 2021 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to extend the term of the Agreement, increase the total amount of compensation under the Agreement, and update the rates of compensation under the Agreement dated June 26, 2024 ("First Amendment").
2.3. Second Amendment
The Parties now desire to amend the Agreement in order to extend the term of the Agreement and increase the total amount of compensation under the Agreement, update the rates of compensation under the Agreement.
Docusign Envelope ID: E7C3DF89-9886-478F-B8B1-DBF472B043B4 95 Title: IT Support and Consulting Services
5 3. TERMS.
3.1. Term.
Section 3.1.2 of the Agreement is hereby amended in its entirety to read as follows:
The term of this Agreement shall be from July 1, 2021 to July 31, 2026, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2. Compensation.
Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed TWO MILLION NINETY -THREE THOUSAND EIGHT HUNDRED THIRTY -SIX DOLLARS DOLLARS ($2,093,836.00) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3. Rates of Compensation
Exhibit “C” of the Agreement is hereby amended in its entirety in the form of EXHIBIT "C" - COMPENSATION to this First Amendment, attached hereto and incorporated herein.
3.4. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this Second Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
Docusign Envelope ID: E7C3DF89-9886-478F-B8B1-DBF472B043B4 96 Title: IT Support and Consulting Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Abtech Technologies, Inc.
By: [AUTHORIZED CITY SIGNATURE]
Scott Voigts
Mayor
By: [VENDOR SIGNATURE 1]
Robert Russell
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
Thy Merritt
Acting City Clerk
By: [VENDOR SIGNATURE 2]
Robert Russell
Secretary (Corporation or LLC)
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Docusign Envelope ID: E7C3DF89-9886-478F-B8B1-DBF472B043B4 97 Title: IT Support and Consulting Services
7 5. EXHIBIT "C" - COMPENSATION
5.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of TWO MILLION NINETY-THREE THOUSAND EIGHT HUNDRED THIRTY-SIX DOLLARS ($2,093,836.00) according to the following schedule:
A. Base Fee: Consultant shall be paid a monthly fee of $32,750 for maintenance services defined in the Scope of Work as shown in Table 1:
Table 1
Year 1 Year 2 Year 3 Year 4
(1st Amendment)
Year 5
(2nd Amendment)
Contract Total
(Years 1-5)
Annual Cost $350,682 $350,682 $350,682 $393,000 $404,790 $1,849,836
B. Projects: Consultant shall be paid monthly for projects performed at the request of the City. All project work must be approved in advance. Consultant hourly rates are established in Table 2:
Table 2
Resource Hourly Rate
(Original
Agreement)
Hourly Rate
(1st Amendment)
Hourly Rate
(2nd Amendment)
Annual Total
(Year 5)
Contract Total
(Years 1-5)
Level 1 Engineer $105 $120 $124 $50,000 $244,000
Level 2 Engineer $125 $140 $144
Level 3 Engineer $165 $185 $191
Project Manager $90 $100 $101
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Long Beach-Anaheim.
Docusign Envelope ID: E7C3DF89-9886-478F-B8B1-DBF472B043B4 98 CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Information Technology
SUBJECT:
SIXTH AMENDMENT TO THE AGREEMENT WITH ABTECH TECHNOLOGIES
FOR BACKUP AND DISASTER RECOVERY SERVICES
RECOMMENDED ACTION(S):
1. Approve the Sixth Amendment to the Agreement with Abtech Technologies, Inc. for backup and disaster recovery services.
2. Authorize the Mayor to execute, and the City Clerk to attest, the Sixth Amendment to the Agreement with Abtech Technologies, Inc., substantially in the form attached.
EXECUTIVE SUMMARY:
The City Council awarded Abtech Technologies (”Abtech“) an agreement to provide online data backup and disaster recovery services (“DR Agreement”) on August 22, 2018. Over time, the DR Agreement has been amended to adjust the scope, extend the term, and increase compensation as needed. Below is a summary of the original agreement (Attachment 1) and amendments:
• Original Agreement (Attachment 1, Sept 4, 2018): Approved 3-year contract for backup and disaster recovery services for a Not-to-Exceed total of $92,837.
• 1st Amendment (Attachment 2, June 16, 2020): Added $47,760 for additional storage, increasing the Not-to-Exceed total to $140,594. • 2nd Amendment (Attachment 3, May 10, 2021): Administrative update to reflect changes in server inventory; no cost change.
• 3rd Amendment (Attachment 4, Sept 29, 2021): Extended contract term to December 31, 2021; no cost change.
• 4th Amendment (Attachment 5, Nov 3, 2021): Extended term to July 31, 2024, and added $100,936, bringing the Not-to-Exceed total to $241,530. • 5th Amendment (Attachment 6, June 24, 2024): Extended term to July 31, 2025, and adjusted the Not-to-Exceed total to $279,210.49.
The current term of the DR Agreement ends on July 31, 2025.
99 On June 18, 2021, the City also awarded Abtech an agreement for information technology support services (“IT Support Agreement”) expiring July 31, 2025. To maintain alignment and ensure efficient service delivery, the DR Agreement term was extended to match the IT Support Agreement term. Staff now recommend a final extension of the DR Agreement through July 31, 2026, to align with a proposed extension of the IT Support Agreement. The scope of services will also be updated to include a new recovery application, improved system performance, and enhanced cybersecurity measures.
By authorizing the Sixth Amendment, the term of the DR Agreement would be extended to July 31, 2026, with an increase of $61,418 to the contract amount, resulting in a new not-to-exceed compensation total of $340,628.49. This will be the final amendment to the existing agreement. At the end of this term, the City will initiate a competitive Request for Proposals process for future data backup and disaster recovery services.
BACKGROUND:
On September 4, 2018, following a competitive procurement process, the City Council awarded a three-year contract for backup and disaster recovery services to Abtech in the amount of $92,837, with a term ending on September 30, 2021, and no optional extensions (Attachment 1). The agreement has been amended five times to reflect changes in scope, cost, and term. These amendments include adjustments to hosted storage capacity, alignment with the IT Support Agreement, administrative updates, and cost increases for extended service periods. A summary of all executed amendments is presented in Table 1 below.
Table 1: Summary of Amendments to the DR Agreement with Abtech Technologies
Amendment Approval Date Description
Revised
Not-to-
Exceed
Amount
Original
Agreement
(Attachment 1)
September 4, 2018 Awarded initial 3-year
contract for backup and
disaster recovery services
with no optional extensions.
$92,837
First
Amendment
(Attachment 2)
June 16, 2020 Added $47,760 for additional
hosted data storage.
$140,594
Second
Amendment
(Attachment 3)
May 10, 2021 Administrative update:
updated equipment list to
reflect server inventory
changes.
No change
100
Amendment Approval Date Description
Revised
Not-to-
Exceed
Amount
Third
Amendment
(Attachment 4)
September 29, 2021 Extended agreement term to
December 31, 2021.
No change
Fourth
Amendment
(Attachment 5)
November 3, 2021 Extended term to July 31,
2024, to align with IT
Support Agreement; added
$100,936 for three additional
years of service.
$241,530
Fifth
Amendment
(Attachment 6)
June 24, 2024 Extended term to July 31,
2025, to align with extended
IT Support Agreement;
adjusted contract cost.
$279,210.49
Effective data backup and recovery rely on close coordination with the City’s IT support vendor, as both services require access to the same systems. When managed by separate vendors, this can lead to delays, inefficiencies, and increased risk. From 2018 to June 2021, the City experienced such challenges, including delays during the initial backup setup due to limited cooperation from the former IT support provider. These issues affected the City’s ability to implement timely data protection and contributed to the decision not to renew the vendor. To improve coordination and service delivery, both the IT Support and DR Agreements are now managed by Abtech. The City has taken steps to align the terms of both agreements to preserve operational efficiency.
On November 3, 2021, the City Council approved the Fourth Amendment (Attachment 5), which extended the DR Agreement to July 31, 2024, to align with the three-year IT Support Agreement awarded to Abtech on June 18, 2021. The amendment also increased the contract amount by $100,936 to cover the additional term, bringing the not-to-exceed total to $241,530. On June 24, 2024, the City Council approved a one-year extension to the Support Agreement, through July 31, 2025. To align the term of the DR Agreement with the IT Support Services Agreement, the Fifth Amendment (Attachment 6) was approved, revising the not-to-exceed amount to $279,210.49.
DISCUSSION:
The proposed Sixth Amendment to the Agreement with Abtech (Attachment 7) would expand the scope of services, increase the total compensation, and extend the term by one year. The proposed service would continue the City’s critical data backup and recovery support, using an updated application provided by Abtech to improve the speed and reliability of the recovery process. This 101
enhancement will help ensure the City’s information systems remain secure and resilient in the event of data loss or system failure.
The proposed Sixth Amendment includes an upgrade to the City’s data recovery application—from Rapid Recovery to Veeam Backup & Replication (“Veeam”)— as proposed by Abtech. While Rapid Recovery was an effective solution when the contract began, it has not kept pace with evolving recovery demands or modern cybersecurity requirements. In contrast, Veeam provides improved speed and performance, allowing virtual machines to spin up instantly for disaster recovery, resulting in a faster and more seamless process. The upgrade would increase the annual application cost from $7,000 to $8,550, along with a one-time installation cost of $5,000.
The proposed Sixth Amendment would extend the term by 12 months, from August 1, 2025, to July 31, 2026. It also updates the Scope of Services to reflect the transition to Veeam. The amendment increases the not-to-exceed amount by $61,418, resulting in a revised total contract value of $340,628.49. Staff considers the cost increase reasonable given the significant improvement in service capacity and system resilience.
Pursuant to the City’s Purchasing and Contracting Guidelines, staff completes a vendor performance assessment as part of any proposed contract amendment (Table 2). Abtech received high ratings in all performance categories: scope of services, timeliness, budget performance, and customer service. Based on this evaluation, staff recommends approval of the Sixth Amendment to the DR Agreement.
Table II: Vendor Performance Assessment
Vendor Assessment
August 1, 2024 to July 1, 2025
Category Rating
Very Satisfied (6)
Performance of Scope of Services ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Timeliness ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Budget Performance ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Customer Service ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Overall Rating ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied The proposed Sixth Amendment has been reviewed and approved as to form by the City Attorney and utilizes the consultant’s standard amendment template, consistent with previous amendments.
102
A related item on tonight’s agenda seeks approval of a second one-year extension to the IT Support Agreement, which would extend the term to July 31, 2026. If approved, the proposed Sixth Amendment to the DR Agreement would co-term both agreements accordingly. This will be the final amendment to the existing agreement. At the end of this term, the City will initiate a competitive Request for Proposals process for future data backup and disaster recovery services.
FISCAL IMPACT:
The proposed Sixth Amendment increases the not-to-exceed amount by $61,418, resulting in a revised total contract value of $340,628.49. The 2025- 2027 Operating Budget for the IT Division has sufficient funds for the proposed Amendment.
ATTACHMENTS:
1. Agreement with Abtech Technologies for backup and disaster recovery services
2. First Amendment with Abtech Technologies for backup and disaster recovery services
3. Second Amendment with Abtech Technologies for backup and disaster recovery services
4. Third Amendment with Abtech Technologies for backup and disaster recovery services
5. Fourth Amendment with Abtech Technologies for backup and disaster recovery services
6. Fifth Amendment with Abtech Technologies for backup and disaster recovery services
7. Sixth Amendment with Abtech Technologies for backup and disaster recovery services
Initiated By: Joanne Jin, Information Technology Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
103
ATTACHMENT 1
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
ATTACHMENT 2
125
126
127
ATTACHMENT 3
128
DocuSign Envelope ID: 479C1883-5624-4656-8D48-160A71B2B72C 129
DocuSign Envelope ID: 479C1883-5624-4656-8D48-160A71B2B72C 130
DocuSign Envelope ID: 479C1883-5624-4656-8D48-160A71B2B72C 5/18/2021
Dana Collins
President
131
ATTACHMENT 4
132
133
134
DmSign Envelope ID: 998WK- B141424D9FFMA9772288785
AMENDMENT D: AMENDMENT TO CONTRACT STOSS
FOURTH AMENDMENT")
Date: October 25, 2021 Client: City of Lake Forest
Contract #: ST055 Contact: Douglas McBratnev
Amendment #: D Phone: 949- 461- 3400
Email: dmcbratnev@lakeforestca. aov
r- • r• t• 1riL TiL'lA- r
The subject contracts are hereby amended to Incorporate this Addendum D ("Fourth Amendment") to contract ST055: Abtech StorTrustManaged Disaster RecoveryAgreement, as itemized below. All other terms and conditions of STO55 remain In force.
I. Tenn Extension
1. The oonttact tern shall be extended to terminate on July 31, 2024, unless earlier terminated as provided in the Master Customer Service Agreement.
II. Covered Systerns and Storage ..
1. The cloud storage allocation Is Increased from 14 to 20 Terabytes ( TB).
2. Thesupported Operating Systemsare updated to Windows Server 2012 R2 or later, and Red Hat Unux 6. 3 or later.
3. The number of Virtual Machines and virtual CPUs is Increased from 25 to 50.
III. Disaster Recovery Test
1. Disaster RecoveryTest, to be conducted annually at a mutually agreeable time, Is included.
Iv. cost
1. The cost of services will be $3,256 per month.
PageI oft StorlrmMAmendment a 170119. 1
135
Dow5I9n Enw1ope ID: 99885F8C-8141424D- 9FF7-0Aon2288785 Agreed to:
Alotech Technologies, Inc.
ceswa7 Bmm
tia a CeMl
BY: twu: ip- in9pDonaDana
Collins President
10/
25/ 2021Agreed
to ( Client): City
of lakeForestName:
SCO --I- V01qTitle•
MAgyrDate'
I 113INz' i ATTEST`
Lisa
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ClerkOf
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11 • S' oZI Page
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136
ATTACHMENT 6
137
FIFTH AMENDMENT TO CONTRACT
Date: August 1, 2024 Client: City of Lake Forest
Contract #: ST055 Contact: Keith D. Neves
Amendment #: 5 Phone: 949-461-3400
Email: [email protected]
Description of Amendment:
This Fifth Amendment modifies Contract ST055: Abtech StorTrust Managed Disaster Recovery Agreement (“Agreement”) as follows:
1. The contract term shall be extended to July 31, 2025.
2. Pricing is revised to be $3,140.00 monthly for a period of 12 months for a one-year total of $37,680.
3. The revised total not-to-exceed Agreement amount is $279,210.49 (two hundred seventy-nine thousand two hundred ten dollars and forty-nine cents).
DocuSign Envelope ID: 24A771B0-1DB0-40C8-836F-C084A9B2DEC9 138
All other terms and conditions of the Agreement remain in force.
Agreed to: Agreed to (Client):
Abtech Technologies, Inc. City of Lake Forest
By: By:
Name: Name:
Title: Title:
Date: Date:
DocuSign Envelope ID: 24A771B0-1DB0-40C8-836F-C084A9B2DEC9 Approved as to Form:
Best Best & Krieger LLP, City Attorney
CEO
Robert Russell
6/10/2024
Mark Tettemer
Mayor
6/26/2024
Attest:
Lisa Berglund, City Clerk
139
ATTACHMENT 7
140
AMENDMENT 6: AMENDMENT TO CONTRACTS
Date: June 16, 2025 Client: City of Lake Forest
Contract #: ST055 Contact: Joanne Jin
Amendment #: 2025 Phone: 949-461-3400
Email: [email protected]
Description of Amendment:
The subject contracts are hereby amended to incorporate this Addendum A to contract ST055: Abtech StorTrust Managed Disaster Recovery Agreement as follows:
1. The contract term shall be extended from August 1, 2025 to July 31, 2026.
2. Pricing is to be $3,989.00 monthly for a period of 12 months for a one-year total of $47,868.
3. Veeam Advanced Backup and Replication (protects up to 50 VM’s) will now be used. The annual total is $8,550 with a one-time set up fee of $5,000.
4. Stortrust cloud disaster recovery service to protect 50 critical systems and provide up to 20 TB’s cloud storage capacity.
5. The revised total not-to-exceed Agreement amount it $340,628.49 (three hundred forty thousand six hundred twenty eight dollars and forty nine cents).
All other terms and conditions of ST055 remain in force.
Agreed to: Agreed to (Client):
Abtech Technologies, Inc. City of Lake Forest
By: By:
Name: Name:
Title: Title:
Date: Date:
Docusign Envelope ID: B3DFB3A3-C851-431F-9D1B-39A9BE9F09FB Best Best & Krieger LLP
City Attorney
Approved as to Form:
6/18/2025
Robert Russell
CEO
141
CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Community Development
SUBJECT:
RESPONSE TO THE ORANGE COUNTY GRAND JURY REGARDING LONG-
TERM SOLUTIONS TO SHORT-TERM RENTALS
RECOMMENDED ACTION(S):
Approve and authorize the City Manager to submit the City’s response to the Orange County Grand Jury Report regarding Long-Term Solutions to Short-Term Rentals.
EXECUTIVE SUMMARY:
The Orange County Grand Jury ("OCGJ") is a civil grand jury made up of Orange County residents empaneled by the Superior Court of California. The OCGJ routinely conducts investigations related to the operations of the County of Orange. On May 22, 2025, the OCGJ published a report titled "Long-Term Solutions to Short-Term Rentals" (“Report”) (Attachment 1).
The OCGJ Report includes its assessment of short-term rentals (“STRs”) in response to complaints that the growth of STRs impacts the quality of life for some Orange County residents and adds costs to city government for additional code enforcement. The response to this report was drafted to address the 12 findings and nine recommendations to which the City of Lake Forest must respond.
Based on the 90-day deadline to respond to the grand jury report established in California Penal Code section 933, the City's deadline to respond to the Grand Jury report is August 20, 2025.
FISCAL IMPACT:
There is no fiscal impact associated with this recommended action. 142
3 6
6 1
ATTACHMENTS:
1. 2024-2025 Orange County Grand Jury Report: Long-Term Solutions to Short- Term Rentals
2. Draft Response to the OCGJ Report
Initiated By: Amy Stonich, AICP, Assistant Director of Community Development
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
143
ATTACHMENT 1
144
2024-2025 ORANGE COUNTY GRAND JURY REPORT
Long-Term Solutions to
Short-Term Rentals
Grand Jury
145
Long-Term Solutions to Short-Term Rentals
2024-2025 Orange County Grand Jury Page 2
TABLE OF CONTENTS
ACRONYMS ................................................................................................................................. 3 SUMMARY ................................................................................................................................... 4 BACKGROUND ........................................................................................................................... 4 REASON FOR THE STUDY ...................................................................................................... 5 METHOD OF STUDY ................................................................................................................. 5 INVESTIGATION ........................................................................................................................ 6 How Cities Manage STRs ......................................................................................................... 7 Code Enforcement’s Role ......................................................................................................... 8 STR Policies Vary in Orange County ...................................................................................... 8 Cities With an STR Ban ........................................................................................................... 8 Cities Without a Specific STR Ordinance ................................................................................ 9 How Cities Collect Complaints ................................................................................................ 9 Issues with STR Code Enforcement ........................................................................................ 9 Tools That Help Code Enforcement Accomplish Their Goals ............................................ 10 Legal Cases Uncover Gaps in STR Ordinances ................................................................... 10 Managing Permit Scarcity ...................................................................................................... 11 Collecting TOT Revenue ........................................................................................................ 12 Major Events Fuel Demand for STRs ................................................................................... 13 STR Impact on Affordable Housing ...................................................................................... 13 STRs Can be Good Neighbors ................................................................................................ 14 FINDINGS ................................................................................................................................... 15 RECOMMENDATIONS ............................................................................................................ 16 RESPONSES ............................................................................................................................... 17 Responses Required ................................................................................................................ 18 Findings ................................................................................................................................. 19 Recommendations .................................................................................................................. 19 Requested Responses............................................................................................................... 19 Findings ................................................................................................................................. 19 Recommendations .................................................................................................................. 19 146
Long-Term Solutions to Short-Term Rentals
2024-2025 Orange County Grand Jury Page 3
BIBLIOGRAPHY ....................................................................................................................... 20 ANNOTATED BIBLIOGRAPHY ............................................................................................ 21
TABLES
Table 1: STR policies by city.......................................................................................................... 5 Table 2: Models of short-term rentals ............................................................................................. 7 Table 3: Recent selected legal findings related to STRs ............................................................... 11 Table 4: STR permit limits and affordable housing needed (Housing Element) .......................... 14
FIGURES
Figure 1: A single residence may appear on multiple websites. ..................................................... 7
ACRONYMS
ADU Accessory Dwelling Units
CCC California Coastal Commission
CE Code Enforcement
GIS Geographic Information System
HOA Homeowners Association
LI Low Income
OBA Online Booking Agency
STR Short-Term Rental
TOT Transient Occupancy Tax
VLI Very Low Income
147
Long-Term Solutions to Short-Term Rentals
2024-2025 Orange County Grand Jury Page 4
SUMMARY
Short-term rental (STR) is defined as occupancy of a residence such as a home or an apartment for fewer than 30 days.
Some Orange County residents complain that the growth of STRs impinges on their quality of life and adds costs to city government for additional code enforcement. The 2024-2025 Orange County Grand Jury (Grand Jury) investigation revealed that:
• Cities with a growing number of STRs did not always receive higher complaint volumes. • Some cities employ effective strategies to manage complaints and other cities can learn from their success.
• When cities ban STRs, this often leads to a never-ending game of “whack-a-mole”—as soon as one unpermitted STR is shut down, another opens. • Code Enforcement (CE) errs on the side of leniency.
• Some cities rarely pursue fines for STR violations or collect the Transient Occupancy Tax (TOT) on unreported STR income.
• Some cities rely on the “honor system” for STR owners to report and pay the correct TOT.
• The commonly held belief that STRs negatively impact affordable housing is not evident in cities with STRs.
This report identifies best practices that city councils and their planning departments can use to more efficiently and effectively manage their STRs. This includes modifying STR ordinances, and for some cities, utilizing third-party digital tools for better code enforcement and data tracking to collect unreported TOT.
BACKGROUND
For many years, Orange County has been an international destination, with its forty-two miles of scenic coastline, Disneyland, Knotts Berry Farm, Angel Stadium, Honda Center, and other attractions. Vacation rental properties in Orange County’s beach communities go back many decades; for instance, in the 1920s, Crystal Cove State Park offered camping sites to the public, and in the 1940s it offered trailers.
For some, STRs are business opportunities. To others, STRs are a nuisance and impinge on neighbors’ quality of life. In response to these conflicting priorities, some cities in Orange County have banned STRs, some have limited their number, and some have no limits. 148
Long-Term Solutions to Short-Term Rentals
2024-2025 Orange County Grand Jury Page 5
Table 1: STR policies by city
Policy Choice Cities with the Policy
Banned (19)
Aliso Viejo, Brea, Costa Mesa, Cypress, Fountain
Valley, Garden Grove, Irvine, La Habra, Laguna Hills,
Laguna Niguel, Laguna Woods, Los Alamitos, Rancho
Santa Margarita, Santa Ana, Stanton, Tustin, Villa Park, Westminster, Yorba Linda
Allowed (15) Anaheim, Buena Park, Dana Point, Fullerton, Huntington Beach, La Palma, Laguna Beach, Lake
Forest, Mission Viejo, Newport Beach, Orange,
Placentia, San Clemente, San Juan Capistrano, Seal
Beach
The advent of online booking agencies (OBAs) has made it even easier for homeowners (and apartment lessees) to supplement their income by renting out their home or room and advertising to millions around the world. As a result, STRs’ visibility has increased, creating tension between STR operators and neighbors.
REASON FOR THE STUDY
Short-term rentals are a heated topic in Orange County cities. Various news reports have covered the impact of STRs on local communities, and this motivated the Grand Jury to investigate how effectively Orange County cities are managing STRs.
The scope of this study includes the thirty-four cities in Orange County, with a focus on cities with the largest number of STRs and cities with bans on STRs, as well as coastal cities.
The Grand Jury studied STR permits and the effectiveness of STR bans. Finally, the Grand Jury examined strategies to improve the quality of life for residents and to provide city planning departments a compilation of tools that will assist in effectively balancing the expectations of the residents and the business owners operating STRs.
METHOD OF STUDY
The Grand Jury conducted the following:
• Research on STR management and business models
o Survey of national publications with articles on STRs 149
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o Review of websites, interviews, testimonials, and other materials produced by companies serving the STR and hospitality markets or from contractors with products for cities managing STRs
o Review of academic papers on STRs and their history
o Review of non-governmental agency white papers on STRs • In-person interviews of city personnel
• Review of:
o City meeting minutes and recordings of residents’ concerns o Various cities’ STR complaint processes
o City ordinances as well as state statutes
o California Coastal Commission guidance
o Third-party STR surveillance software used by cities
o Various cities’ STR complaints from June 2022 through June 2024 o Relevant legal rulings
• Analysis of TOT
INVESTIGATION
The Grand Jury learned that in most cases, STR operators are required to obtain a business license, register with their city for a permit, submit reports, pass an inspection, and pay TOT.
This is a city-level tax levied on any temporary lodging that is occupied for fewer than thirty days. All hotels, motels, and bed and breakfasts must remit this tax. Short-term rentals permitting and other policies vary by city. A short-term rental’s TOT is paid either monthly, quarterly, or annually. Most cities allowing STRs require a twenty-four-hour, in-person contact to address complaints, within either thirty or sixty minutes.
Short-term rental operators often use one of the numerous OBAs, such as VRBO (from the phrase Vacation Rentals by Owner), Airbnb, Zumper, and HomeAway. In addition, some operators may advertise via direct booking sites (a website for their specific property) or through local rental agents. Multiple OBAs mean that a unique property may have as many as a dozen listings.
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Figure 1: A single residence may appear on multiple websites.
How Cities Manage STRs
In nearly every city, short-term rentals are regulated by ordinances that define operational rules, establish fees for licensing and violations, and outline the appeals process. Often these rules include disclosure to neighbors, a “Good Neighbor Policy” brochure for the renter, parking and garbage policies, and quiet hours for the neighborhood. An emergency contact who would be readily available to respond to a complaint is typically required. City ordinances may define who can own and operate an STR. Cities may limit operation to the primary homeowner or renter, or they may allow investors who own multiple STR properties.
The Grand Jury observed the following STR models:
Table 2: Models of short-term rentals
Hosted/Shared Housing Owner must be on the property/in
house
Primary Housing Rentals of an owner’s primary
residence are permitted
Unrestricted No restrictions on ownership (income-
producing property)
The Hosted/Shared model is when a homeowner or renter with an extra room rents it out for fewer than thirty days. The host stays at the property during the guests’ stay, either in the house or in an on-property Accessory Dwelling Unit (ADU). The Primary Housing model is when the host rents out their principal home but is not present on the property. Unrestricted STRs are income-producing properties, often owned by corporations and managed by property management companies.
123 Your Street
VRBO.com
airbnb.com
Zumper.com
HomeAway.com
Booking.com
holidayhomes.com
vacasa.com
evolve.com
avantstay.com
agoda.com
flipkey.com
casamundo.com
9flats.com
onefinestay.com
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Regardless of the model, neighbors have the expectation that STR businesses will be operated in a responsible and respectful manner. Owner-occupied models make it easier for a neighbor with a complaint to get resolution. In cities that use this model, formal complaints are fewer because neighbors can quickly resolve issues between themselves.
Code Enforcement’s Role
Code Enforcement (CE) responsibilities include initial and ongoing inspections of STRs to assure adherence to building codes, noise and parking requirements, along with monitoring city complaint portals and searching for nonpermitted STRs. Code Enforcement officers also investigate citizen complaints to substantiate claims and issue citations.
Revenue staff work in tandem with CE to process permits and licenses and to collect TOT and other fees. In at least one city that has a waiting list for STR permits, revenue staff rather than CE staff manage the list, which may delay or limit CE’s ability to find unpermitted STRs.
Several cities employ third-party platforms offering an array of services, including STR registration portals, a complaints hotline and/or online portal, and tax payment portals. These platforms offer efficient and potentially cost-effective options to aid staff monitoring STRs.
Cities may also select a third-party platform option that identifies both permitted and unpermitted STRs advertising on OBAs.
STR Policies Vary in Orange County
Each of the thirty-four cities in Orange County has its own policies. As of this writing, nineteen of the cities had a ban on all STRs and fifteen allowed STRs (see Table 1). Unincorporated areas of the county (e.g., Rossmoor, North Tustin) are covered by County of Orange policy through the OC Public Works department, which issues permits; however, the Grand Jury did not observe STR volumes in unincorporated areas warranting analysis.
Cities With an STR Ban
The Grand Jury learned that it is difficult for cities to enforce a ban. Cities report that after they enacted a ban, the volume of STRs saw a notable decline; however, some unpermitted STRs still continued to operate. Cities may use a rental identification database and a complaint portal to improve compliance, often through third-party software. These databases can often identify the address of an unpermitted STR and allow follow-up with the property owner. At least one city with technologically savvy CE staff has performed this task without help from a third-party platform.
All cities in the coastal zone have permits for STRs, and this is linked to mandates from the California Coastal Commission (CCC) which issued a 2016 memo with guidance that coastal cities provide “lower cost visitor…facilities” and beach access via STRs. 152
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Cities Without a Specific STR Ordinance
Some cities without an STR ordinance have operated on the assumption that because STRs are not defined by an ordinance, they are banned. However, when an STR operator challenges a citation, these cities have often discovered that the subsequent court ruling goes against the city, as evidenced by recent cases described below. Cities often respond to these losses by drafting new ordinances and amendments, but sometimes a new STR operator will find another legal gap, and the “whack-a-mole” game continues.
Multi-unit apartment complexes may also host unpermitted STRs in cities that have bans. Photos used in online advertising often make complexes easy to find, but identifying specific units may be difficult. Property managers are more familiar with the units and can sometimes help CE track these down.
Some properties without permits are advertised on foreign-language websites. Image searches may uncover these host sites, but the Grand Jury did not identify any solution yet for this challenge.
How Cities Collect Complaints
Many Orange County cities provide an online complaint portal as well as a telephone hotline; these services are staffed by a third-party platform or by city staff. In cities that allow STRs, Code Enforcement will reach out to the STR emergency contact to initiate complaint resolution.
Issues with STR Code Enforcement
Most STR operators want to avoid citations and fines. Neighbor complaints can lead to notices of violation, fines, and ultimately revocation of the STR operating permit. With effective enforcement, STRs that violate city codes receive a citation and/or fine. This can result in improved behavior on the part of the STR operator.
In the fifteen cities that allow STRs, neighbors face hurdles in complaint resolution. This, along with laxity in enforcement, may explain why fewer than ten percent of STRs record a complaint in a given year, a number that fails to reflect the frustration of STR neighbors.
Tracking and confirmation of complaints is often difficult. In order to enforce STR ordinance rules, code or law enforcement must first substantiate that the source is an STR. In some cities that permit STRs, Code Enforcement works only during regular business hours. Nuisance reports often occur in the evening or early morning, when CE may not be on duty. Therefore, residents or other complainants do not receive a timely response and the problem is not resolved at the time of the actual nuisance, if ever.
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Most ordinances require an emergency contact for each STR, but a review of hundreds of complaints between 2022 and 2024 shows that in a number of cases the contact does not respond either in the thirty- or sixty-minute required time frame.
Warnings and citations may take up to a week to issue and are recorded in an STR complaint log.
The STR operator may appeal the citation. Initial appeals are made through a city official or a third-party administrative officer. This can take some time, during which the STR may continue to operate. An ordinance without an appeals procedure may be challenged in the courts.
The Grand Jury learned that in most cities, CE investigates complaints with a fair bit of leniency.
First, the CE officer will visit the property and confirm the violation. The most common complaint is noise, and this violation must be observed and verified by the CE officer. Other complaints may involve vehicle parking, trash, and exceeding permitted occupancy. The CE officer often works through the emergency contact to resolve problems and often will issue a warning rather than a citation.
Tools That Help Code Enforcement Accomplish Their Goals Cities that allow STRs would benefit from a system that geographically integrates STR owner contact information, permit, and business license numbers. Having this information readily available would enable CE to respond to complaints more effectively. Some of the third-party platforms offer these tools, but using a third-party platform requires a degree of technical knowledge and an investment in Code Enforcement training. Some cities accomplish this work with internal tools and staff.
Beyond responding to complaints, CE in some cities proactively inspect permitted STRs and/or confirm the emergency contacts. These inspections confirm occupancy limits, ensure that safety equipment is onsite, and validate that no unpermitted construction has been done on the property.
Legal Cases Uncover Gaps in STR Ordinances
Recent cases up and down the state have established firm guidance for cities as they deal with STR issues. The Grand Jury identified a few cases that clarified areas of ambiguity in existing STR ordinances:
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Table 3: Recent selected legal findings related to STRs Case Decision
People v. Venice Suites, LLC, 71
Cal. App. 5th 715, 732-34 (2021)
Specificity in zoning language is necessary.
Length of occupancy was not specified in
code and therefore STR usage would be
permitted.
Keen v. City of Manhattan Beach, 77
Cal. App. 5th 142 (2022)
The term “residence” alone is not effective in
banning STRs. A specific STR ordinance is
necessary.
Coastal Protection Alliance Inc. v.
Airbnb, Inc., 95 Cal. App. 5th 207,
270 (2023)
Operation of STRs in coastal zones does not
in and of itself constitute an increase in
density or intensity requiring changes in
zoning.
Kracke v. City of Santa Barbara, 63
Cal. App. 5th 1089 (2021)
Coastal cities need to secure and comply with
Coastal Commission rulings before drafting
any limiting ordinances pertaining to STRs.
These rulings highlight gaps in city ordinances and may provide grounds for appeal of STR citations. In light of these rulings, the cities of Anaheim and Santa Ana amended their codes to incorporate language that plugs the gaps, resulting in more effective STR enforcement.
Managing Permit Scarcity
Limits on the number of STR permits create a quasi-monopoly. In some cities, the permit limit was set at a point in time when no limit existed. The cities selected a number slightly greater than the inventory then in existence. Once the limit was set, these cities saw an acceleration in applications up to the limit.
In some cities, STRs are excluded only in certain zones. Single family home (R1) zones and Homeowner Associations (HOAs) often have exclusions. Other cities permit unlimited STRs in a “vacation home zone” near the beach or an attraction. Still others allow one STR in a fixed radius (typically 300 feet), which effectively limits permits.
At least three cities (Newport Beach, Dana Point, and Orange) have created waiting lists in response to having more applications than available permits. However, STR operators rarely voluntarily relinquish their permits. If an STR has been converted to a long-term rental, then it is no longer subject to TOT. Unless the STR operator informs the city of the conversion, a city that only collects TOT annually (as at least one city does) will not know for a year that the unit is no longer operating as an STR. At that point, as they have not received any TOT from the unit, the 155
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city can initiate proceedings to rescind the STR permit and pass it on to the next applicant on the waiting list. However, the STR operator can appeal, and this can extend the process even longer.
Some cities allow permit holders to transfer their permit to a family member or to the new owner of their property, thus circumventing the waiting list altogether. A system where permits expire after a certain time would afford those on the waiting list an opportunity to be placed ahead of renewals, thus creating a more equitable process. One city, Dana Point, has set a limit on investor-owned properties, allowing more Hosted STRs to have priority in getting permits.
Collecting TOT Revenue
The fifteen cities that allow STRs (see Table 1) collect TOT on STR revenue, plus any fees charged to the renter. Operators report TOT to cities either annually, quarterly, or monthly.
Monthly reporting of TOT has several advantages: cities receive TOT sooner, the STR owner has a smoother and more predictable cash flow, and cities can quickly identify non-revenue- producing STRs.
In cities like Dana Point and Anaheim, TOT represents a substantial percentage of city revenue; however, nearly all of this comes from hotels. Short-term rental TOT in Newport Beach represents thirty percent of total TOT collections, contributing two percent of city revenues.
Newport Beach has the greatest share of TOT revenue from STRs (with 1,550 units) and the greatest number of STRs of all Orange County cities. Transient Occupancy Tax rates vary by city from eight to seventeen percent. Despite the limited amounts, each city that collects short- term rental TOT increases their general fund.
Each city handles TOT collection differently. Newport Beach collects quarterly from agents who operate STRs and annually from STR homeowners, using paper-based forms. This system does not allow for easy tracking of short-term rental TOT by permit number because multiple units at the same address (with separate permits) may be combined on the form. A digital submission by unique permit number, such as is used by the City of Orange, is easy and provides greater detail to the city.
The City of Anaheim has agreements called Voluntary Collection Agreements (VCAs) with a number of Online Booking Agency platforms that enable monthly TOT remittance from short- term rental advertising on the OBA
. In most cases, OBAs share a spreadsheet with totals only; however, at least one platform remits with detailed addresses with amounts by address. It is possible for an OBA to send more detailed data and for the city to integrate it into its information systems, but as yet no city appears to have negotiated with an OBA to implement this direct reporting. Requiring an OBA to report more detail ensures that all STR tax from Online Booking Agency is reported, collected, and remitted to the city, whether the STR is permitted or not.
However, this system still would not capture STRs booked directly with the operator, which may be up to 30-60% of gross rental revenue.
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At least one city (Orange) requires that TOT reporting include the number of days the STR is available for rent and number of days rented each month. Capturing these statistics facilitates desk auditing.
A “desk audit” is a remote review of the STR operators’ reported information to ensure compliance with TOT reporting requirements. This is in contrast to a “business-level audit,” which is performed by the city on site and involves verification of the reported information against third-party records, such as bank statements.
The Grand Jury’s review of a subset of Orange County cities did not identify any that did more than desk audits on short-term rental TOT receipts. Put simply, these cities currently rely on the “honor system.” Conducting business-level audits would allow cities to discover and collect additional funds. However, a city should consider the cost of enforcement versus the financial benefit of STR business audits, especially in smaller cities with limited short-term rental TOT.
Major Events Fuel Demand for STRs
Reports from the 2024 Olympic games indicate that the average price per night of STRs in and around Paris more than doubled during the Olympics, and total inventory grew by nearly fifty percent. With the coming 2026 Los Angeles World Cup and the 2028 Los Angeles Olympics, these surges are likely to be seen in Orange County, especially with the Honda Center and Trestles Beach—both in Orange County—being used as Olympic venues. Orange County cities have not yet dedicated resources to plan around STRs for these major events.
STR Impact on Affordable Housing
Some housing advocates argue that STRs reduce the inventory of much needed and mandated affordable housing. The Grand Jury found that STRs have a negligible effect on affordable housing in cities that currently allow STRs. The Southern California Association of Governments, acting under the direction of the State Housing Element Law, sets a mandated volume of new units by city for Very Low Income (VLI) and Low Income (LI) units, and this analysis uses it as the estimate of needed affordable units.
The Grand Jury’s analysis of inland cites suggests that if their existing STR units were converted to affordable housing, they would contribute at most about eight percent (125/1,671 from Table 4) of the affordable units required (in the city of Orange), and a much smaller percentage in other inland cities.
On the other hand, in coastal cities, the STR volumes appear to meet a sizable portion of affordable unit goals. However, coastal cities must comply with State law enforced through the California Coastal Commission (CCC). The CCC weighs in on all coastal development and changes, and any modification of a city’s zoning rules or limits on STRs would be subject to the CCC’s approval. The CCC’s stated goal is to preserve access to public beaches and low-cost 157
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short-term housing, which includes STRs. It is therefore unrealistic to expect that coastal STRs would be converted to long-term affordable housing in any sizeable number.
Table 4: STR permit limits and affordable housing needed (Housing Element) Housing Element 6th Series Unit Goals
Inland Cities
Limit on
STR Permits
Very Low
Income
(VLI)
Low
Income
(LI)
VLI+LI Unit
Goal
Anaheim 277 3,767 2,397 6,164
Buena Park 11 2,119 1,343 3,462
Fullerton 100 3,198 1,989 5,187
Orange 125 1,067 604 1,671
Coastal Cities*
Dana Point 115 147 84 231
Laguna Beach 300 118 80 198
Newport Beach 1,550 1,456 930 2,386
San Clemente 225 282 164 446
Seal Beach 33 258 201 459
*Subject to CCC legal requirements
Equally important is the fact that there is rarely a one-to-one relationship between STRs and long-term housing. In many areas of the County, STRs are luxury or large-scale homes. It is extremely unlikely that such homes could or would be easily converted into affordable housing or demolished to create multiple affordable dwellings. Aside from the complications of such an endeavor, the likelihood that neighbors would acquiesce to these changes is negligible.
Based on the above factors, the Grand Jury concludes that, contrary to widely held belief, STRs should not be considered a significant factor in the availability of affordable housing in Orange County cities with STRs.
STRs Can be Good Neighbors
The burden of getting STR operators to function in a community friendly way should be on the operator and government, not the neighborhood residents. Best practices include the following:
• Updated ordinances that limit how STRs can advertise and specifically exclude STRs from banned cities
• Concise city permitting guidance
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• An easy-to-use complaint system for residents
• Diligent code enforcement
• Requiring an in-person contact
• Permit numbers in all advertising
• Monthly electronic collection of TOT
Several Orange County cities, such as Seal Beach, Dana Point, and Orange, have clear permitting procedures that explicitly outline Good Neighbor policies, yielding low complaint rates.
Anaheim and Santa Ana have made ordinance revisions that improve the odds that their cities will prevail in appeals to STR citations. Newport Beach, Dana Point, and Anaheim perform regular inspections on new and existing STRs to ensure units are safe and code compliant.
Incorporating the above elements in a city’s ordinances and practicing effective code enforcement would enhance the relationship between STR business operators and their neighbors. Moreover, better communication among cities to share these best practices would greatly improve the management of STRs.
FINDINGS
In accordance with California Penal Code Sections 933 and 933.05, the 2024-2025 Grand Jury requires (or as noted, requests) responses from each agency affected by the findings presented in this section. The responses are to be submitted to the Presiding Judge of the Superior Court.
Based on its investigation “Long-Term Solutions to Short-Term Rentals,” the 2024-2025 Orange County Grand Jury has arrived at twelve findings, as follows:
F1: Despite the increasing media coverage of Online Booking Agencies (OBAs), STRs are not a new phenomenon in Orange County.
F2: The steady growth of STR usage in the last decade raises concerns of potential public nuisance.
F3: Even with robust Code Enforcement, a city’s statutory ban on STRs is not enough to keep STRs from operating.
F4: Anaheim’s ordinance requires OBAs to report Transient Occupancy Tax (TOT) directly to the city. This has led to the favorable consequence that unpermitted STR income is reported to the city.
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F5: Proactive home inspections of new and renewing STRs, which have been implemented in some Orange County cities, improve code enforcement and STR compliance with city ordinances.
F6: Direct remittance of taxes by OBAs does not capture all TOT for an STR because of direct booking practices.
F7: Some cities in Orange County have outdated systems for tracking short-term rental TOT making the process less effective and more difficult for staff.
F8: In some cases, STRs are improperly recharacterized as long-term rentals to circumvent the collection of TOT and any applicable penalties.
F9: Online Booking Agencies in foreign languages are outside the current capabilities of Code Enforcement to monitor and track unpermitted STRs.
F10: Cities that fail to routinely review their STR waiting lists potentially lose TOT revenue and contribute to a greater prevalence of unpermitted STRs.
F11: Locations that have hosted major events have reported an outsized increase in demand and pricing of STRs, a situation Orange County is likely to experience with the upcoming 2026 Los Angeles World Cup and 2028 Los Angeles Olympics.
F12: City leaders have no regular communication with each other concerning STR issues, limiting opportunities to develop strategies and expertise to improve service.
RECOMMENDATIONS
In accordance with California Penal Code Sections 933 and 933.05, the 2024-2025 Grand Jury requires (or, as indicated, requests) responses from each agency affected by the recommendations presented in this section. The responses are to be submitted to the Presiding Judge of the Superior Court.
Based on its investigation described herein, the 2024-2025 Orange County Grand Jury makes the following nine recommendations:
R1: Cities should review and begin to update ordinances to keep up with the rapidly changing nature of court findings and legislation related to STRs, by December 31, 2025, and no less frequently than every three years thereafter. (F4, F12) R2: Cities should consider developing a plan for upcoming major events that are expected to create a surge in demand for STRs and its associated Transient Occupancy Tax, by December 31, 2025, and no less frequently than every two years thereafter. (F11) 160
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R3: Cities that allow STRs should evaluate the benefit of ordinances facilitating Voluntary Collection Agreements requiring OBAs to submit TOT directly, by June 30, 2026. (F4, F12) R4: Cities that allow STRs should evaluate the benefit of collecting TOT on a monthly basis by individual property, by June 30, 2026. (F7, F8)
R5: Cities should require STRs to include the number of days rented per month per permit to facilitate short-term rental TOT desk audits by November 30, 2025. (F7, F8) R6: Cities with a permit waiting list should implement strategies to remove non-revenue- generating licenses to allow for fair access by December 31, 2025, and annually thereafter. (F7, F10)
R7: Cities that allow STRs should consider allocating resources to update their short-term rental TOT tracking systems by September 30, 2026. (F7, F8, F10) R8: Cities that allow STRs should consider random multi-year audits to confirm TOT by June 30,2026, and annually thereafter. (F6, F7, F8)
R9: City leaders should have regular discussions with each other to share STR management strategies on a biannual basis commencing no later than January 1, 2026. (F12)
RESPONSES
The following excerpts from the California Penal Code provide the requirements for public agencies to respond to the Findings and Recommendations of this Grand Jury report:
Penal Code Section 933:
(c) No later than 90 days after the grand jury submits a final report on the operations of any public agency subject to its reviewing authority, the governing body of the public agency shall comment to the presiding judge of the superior court on the findings and recommendations pertaining to matters under the control of the governing body, and every elected county officer or agency head for which the grand jury has responsibility pursuant to Section 914.1 shall comment within 60 days to the presiding judge of the superior court, with an information copy sent to the board of supervisors, on the findings and recommendations pertaining to matters under the control of that county officer or agency head and any agency or agencies which that officer or agency head supervises or controls. In any city and county, the mayor shall also comment on the findings and recommendations. All of these comments and reports shall forthwith be submitted to the presiding judge of the superior court who impaneled the grand jury. A copy of all responses to grand jury reports shall be placed on file with the clerk of the public agency and the office of the county clerk, or the mayor when applicable, and shall remain on file in those offices. One copy shall be placed on file with the applicable grand jury final report by, and in the control of the currently impaneled grand jury, where it shall be maintained for a minimum of five years.
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Penal Code Section 933.05:
(a) For purposes of subdivision (b) of Section 933, as to each grand jury finding, the responding person or entity shall indicate one of the following:
(1) The respondent agrees with the finding.
(2) The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons therefor.
(b) For purposes of subdivision (b) of Section 933, as to each grand jury recommendation, the responding person or entity shall report one of the following actions:
(1) The recommendation has been implemented, with a summary regarding the implemented action. (2) The recommendation has not yet been implemented, but will be implemented in the future, with a timeframe for implementation.
(3) The recommendation requires further analysis, with an explanation and the scope and parameters of an analysis or study, and a timeframe for the matter to be prepared for discussion by the officer or head of the agency or department being investigated or reviewed, including the governing body of the public agency when applicable. This timeframe shall not exceed six months from the date of publication of the grand jury report.
(4) The recommendation will not be implemented because it is not warranted or is not reasonable, with an explanation therefor.
(c) However, if a finding or recommendation of the grand jury addresses budgetary or personnel matters of a county agency or department headed by an elected officer, both the agency or department head and the board of supervisors shall respond if requested by the grand jury, but the response of the board of supervisors shall address only those budgetary or personnel matters over which it has some decision-making authority. The response of the elected agency or department head shall address all aspects of the findings or recommendations affecting his or her agency or department.
(d) A grand jury may request a subject person or entity to come before the grand jury for the purpose of reading and discussing the findings of the grand jury report that relates to that person or entity in order to verify the accuracy of the findings prior to their release. (e) During an investigation, the grand jury shall meet with the subject of that investigation regarding the investigation, unless the court, either on its own determination or upon request of the foreperson of the grand jury, determines that such a meeting would be detrimental. (f) A grand jury shall provide to the affected agency a copy of the portion of the grand jury report relating to that person or entity two working days prior to its public release and after the approval of the presiding judge. No officer, agency, department, or governing body of a public agency shall disclose any contents of the report prior to the public release of the final report.
Responses Required
Comments to the Presiding Judge of the Superior Court in compliance with Penal Code Section 933.05 are required within 90 days of the date of the publication of this report from:
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Findings
City Councils of the following cities:
Dana Point, Fullerton, Huntington Beach, Laguna Beach, Newport Beach, San Clemente, San Juan Capistrano, Seal Beach
F1, F2, F5, F6, F7,
F8, F9, F10, F11, F12
Costa Mesa, Irvine, Santa Ana
F1, F2, F3, F12
Anaheim F1, F2, F4, F5, F6,
F7, F8, F9, F11, F12
Recommendations
City Councils of the following cities:
Anaheim, Dana Point, Fullerton, Huntington Beach, Laguna Beach, Newport Beach, Orange, San Clemente, San Juan Capistrano, Seal Beach
R1, R2, R3, R4, R5,
R6, R7, R8, R9
Costa Mesa, Irvine, Santa Ana
R1, R2, R9
Requested Responses
Comments to the Presiding Judge of the Superior Court in compliance with Penal Code Section 933.05 are requested within 90 days of the date of the publication of this report from:
Findings
City Councils of the following cities:
Buena Park, La Palma, Lake Forest, Mission Viejo, Placentia
F1, F2, F5, F6, F7,
F8, F9, F10, F11, F12
Aliso Viejo, Brea, Cypress, Fountain Valley, Garden Grove, La Habra, Laguna Hills, Laguna Niguel, Laguna Woods, Los Alamitos, Rancho Santa Margarita, Stanton, Tustin, Villa Park, Westminster, Yorba Linda
F1, F2, F3, F12
Recommendations
City Councils of the following cities:
Buena Park, La Palma, Lake Forest, Mission Viejo, Placentia
R1, R2, R3, R4, R5,
R6, R7, R8, R9
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Aliso Viejo, Brea, Cypress, Fountain Valley, Garden Grove, La Habra, Laguna Hills, Laguna Niguel, Laguna Woods, Los Alamitos, Rancho Santa Margarita, Stanton, Tustin, Villa Park, Westminster, Yorba Linda
R1, R2, R9
BIBLIOGRAPHY
Better Neighbors LA. "BNLA Annual Report 2022." February 24, 2023. https://static1.squarespace.com/static/5fc9845732f65217775cb3a5/t/63f8e87357c81b1848 48b95b/1677256830192/BNLA_Annual+Report_2022-web.pdf.
California Coastal Commission. "Short Term Vacation Rental Memo to Coastal Planning and Development Directors." December 6,
2016. https://documents.coastal.ca.gov/assets/la/Short_Term_Vacation_Rental_to_Coastal_Plan ning_&_Devt_Directors_120616.pdf.
California Coastal Commission. "Recent LCP Policy Examples for Lower Cost Overnight Accommodations." 2023. https://documents.coastal.ca.gov/assets/lower-cost-coastal- lodging/LCOA-Doc2.pdf.
Costar. "Summer Olympics Drove Paris Room Rates to All-Time Highs." CoStar, August 11, 2024. https://www.costar.com/article/54408592/summer-olympics-drove-paris-room-rates-to-all- time-highs.
Dubetz, Alissa, Matt Horton, and Charlotte Kesteven. "Staying Power: The Effects of Short- Term Rentals on California’s Tourism Economy and Housing Affordability." Milken Institute, June 1, 2022. https://milkeninstitute.org/content-hub/research-and-reports/reports/staying-power- effects-short-term-rentals-californias-tourism-economy-and-housing-affordability Humphreys, Lucy. "Regulating Short-Term Rentals in California's Coastal Cities: Harmonizing Local Ordinances with the California Coastal Act." Loyola of Los Angeles Law Review 52 (2019): 309.
Jin, Ginger Zhe, Liad Wagman, and Mengyi Zhong. "The Effects of Short-term Rental Regulation: Insights from Chicago." November 19, 2023.
SSRN. https://ssrn.com/abstract=4638022 or http://dx.doi.org/10.2139/ssrn.4638022.
Reinhard, D., and J.J. Roth. "Renting Trouble? An Analysis of Crime and Calls to Police at Addresses with Different Rental Types." Crime Science 13, no. 35 (2024). https://doi.org/10.1186/s40163-024-00232-8.
164
Long-Term Solutions to Short-Term Rentals
2024-2025 Orange County Grand Jury Page 21
Safely. "The Best Alternatives to Airbnb and VRBO: The Rise of the Niche Platforms." Safely, February 17, 2025. https://safely.com/articles/the-best-alternatives-to-airbnb-and-vrbo-the-rise- of-the-niche-platforms/.
Thompson, Robert. "Affordable Twenty-Four Hour Coastal Access: Can We Save a Working Stiff's Place in Paradise?" Ocean and Coastal Law Journal 12, no. 1 (2006). https://digitalcommons.mainelaw.maine.edu/oclj/vol12/iss1/5/.
Urevich, Robin. "Is My Short-Term Los Angeles Rental Legal?" ProPublica, September 3, 2024. https://www.propublica.org/article/is-my-short-term-los-angeles-rental-legal.
Wachsmuth, David, and Danielle Kerrigan. "Short-Term Rentals in Los Angeles: 2022 Report." Urban Politics and Governance Research Group, McGill University, 2022. https://upgo.lab.mcgill.ca/publication/strs-in-los-angeles-2022/Wachsmuth_LA_2022.pdf.
ANNOTATED BIBLIOGRAPHY
Airbnb. “Vacation Rentals, Homes, Experiences & Places.” Airbnb.com. Accessed January 6, 2025. https://www.airbnb.com.
Leading booking platform for STRs.
AirDNA. “Short-Term Rental Data & Analytics.” AirDNA.co. Accessed January 6, 2025. https://www.airdna.co.
Platform that tracks the STR market, claiming listings of ten million properties that are then linked to partner data to detect reservations and calculate market performance. Market-level volumes are reported with projections. Subscriptions allow for detailed searching and market reports.
Booking.com. “Booking.com: Hotels, Apartments, Villas, Hostels & More.” Booking.com.
Accessed January 6, 2025. https://www.booking.com.
Leading booking platform includes hotels and STRs.
Deckard. “Deckard Technologies.” Deckard.com. Accessed January 6, 2025. https://www.deckard.com.
Owner of Rentalscape product, a third-party platform working with cities, offering STR detection with address identification, complaint platform (call-center, web reporting), and tax collection.
Granicus. “Host Compliance.” Granicus.com. Accessed January 6, 2025. https://granicus.com/product/host-compliance/.
Third-party platform working with cities offering STR detection, a complaint platform and tax collection. Host Compliance product recently integrated into Granicus. 165
Long-Term Solutions to Short-Term Rentals
2024-2025 Orange County Grand Jury Page 22
Rabbu. “Short-Term Rental Property Management.” Rabbu.com. Accessed January 6, 2025. https://rabbu.com.
One of several investment platforms that does market analysis for STR buyers.
STR. “Hotel Industry Data & Benchmarking.” STR.com. Accessed January 6, 2025. https://www.str.com.
Part of the Costar Group of real estate data companies; tracks data on hospitality markets with a primary focus on hotels, but STR data such as prices and volumes are also tracked.
Vacasa. “Vacation Rentals.” Vacasa.com. Accessed January 6, 2025. https://www.vacasa.com.
Vacation rental management and booking site. Provides services to owners and customers.
VRBO. “Vacation Rentals by Owner.” VRBO.com. Accessed January 6, 2025. https://www.vrbo.com.
Leading booking platform, part of Expedia travel group. Integrated Home Away in 2019.
Zumper. “Apartments for Rent.” Zumper.com. Accessed January 6, 2025. http://zumper.com.
One of many aggregating sites for rentals across platforms. Limits searches to strict city boundaries when searching.
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ATTACHMENT 2
167
1 CITY OF LAKE FOREST
Maria Hernandez, Presiding Judge of the Superior Court
700 Civic Center Drive West
Santa Ana, CA 92701
SUBJECT: City of Lake Forest Responses to Grand Jury Findings Dear Judge Hernandez,
This letter is written on behalf of Mayor Scott Voigts and the Lake Forest City Council. The City of Lake Forest is in receipt of your request to provide a response to each of the findings in the 2024-2025 Orange County Grand Jury report, Long-Term Solutions to Short-Term Rentals.
The City Council reviewed and approved the following response at its July 15, 2025, City Council meeting.
Note: The original Grand Jury findings are repeated below in italics. The City’s responses are in bold, with additional explanation and commentary in regular typeface. References to the “City” refer to the City of Lake Forest.
F1: Despite the increasing media coverage of Online Booking Agencies (OBAs), STRs are not a new phenomenon in Orange County.
The respondent agrees with the finding.
The City acknowledges that STRs (30 days or fewer) have been in existence for decades and have most recently gained popularity through the internet, media coverage and OBAs.
F2: The steady growth of STR usage in the last decade raises concerns of potential public nuisance.
The respondent agrees with the finding.
The City does not allow STRs but does allow an owner occupied “Limited Home Rental” for the rental of a person's entire domicile for up to three periods of fewer than 30 consecutive days in a calendar year. Nevertheless, code enforcement receives dozens Mayor
Scott Voigts
Mayor Pro Tem
Robert Pequeño
Council Members
Doug Cirbo
Mark Tettemer
Benjamin Yu
City Manager
Debra DeBruhl Rose
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2 of complaints monthly that homes are being rented out on a short-term basis and that secondary nuisance activities are occurring.
F3: Even with robust Code Enforcement, a city’s statutory ban on STRs is not enough to keep STRs from operating.
The respondent agrees with the finding.
As noted, the City does not allow STRs but allows limited home rentals. However, this prohibition on STRs does not keep STRs from operating in violation of the city ordinance.
F4: Anaheim’s ordinance requires OBAs to report Transient Occupancy Tax (TOT) directly to the city. This has led to the favorable consequence that unpermitted STR income is reported to the city.
The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons thereof.
The City lacks knowledge and information sufficient to reach this conclusion. The City does not know what other Orange County jurisdictions do regarding this finding and can only comment on its own effort. It should be noted that the City does not collect TOT for limited home rentals.
F5: Proactive home inspections of new and renewing STRs, which have been implemented in some Orange County cities, improve code enforcement and STR compliance with city ordinances.
The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons thereof.
The City lacks knowledge and information sufficient to reach this conclusion. The City does not know what other Orange County jurisdictions do regarding this finding and can only comment on its own effort. The City does not allow STRs and does not conduct inspections for limited home rentals.
F6: Direct remittance of taxes by OBAs does not capture all TOT for an STR because of direct booking practices.
The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons thereof.
The City lacks knowledge and information sufficient to reach this conclusion. The City does not allow STRs and does not collect TOT for limited home rentals. 169
3 F7: Some cities in Orange County have outdated systems for tracking short-term rental TOT making the process less effective and more difficult for staff.
The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons thereof.
The City lacks knowledge and information sufficient to reach this conclusion. The City does not know what other Orange County jurisdictions do regarding this finding and can only comment on its own effort. The City does not allow STRs and does not collect TOT for limited home rentals.
F8: In some cases, STRs are improperly recharacterized as long-term rentals to circumvent the collection of TOT and any applicable penalties.
The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons thereof.
The City lacks knowledge and information sufficient to reach this conclusion. The City does not allow STRs and does not collect TOT for limited home rentals.
F9: Online Booking Agencies in foreign languages are outside the current capabilities of Code Enforcement to monitor and track unpermitted STRs.
The respondent agrees with the finding.
Code Enforcement responds to complaints and, in response, investigations are conducted. However, some foreign language OBAs are not utilized as a resource because they are outside the current capabilities of code enforcement staff to monitor and track.
F10: Cities that fail to routinely review their STR waiting lists potentially lose TOT revenue and contribute to a greater prevalence of unpermitted STRs.
The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons thereof.
The City lacks knowledge and information sufficient to reach this conclusion. The City does not allow STRs and does not collect TOT for limited home rentals.
F11: Locations that have hosted major events have reported an outsized increase in demand and pricing of STRs, a situation Orange County is likely to experience with the upcoming 2026 Los Angeles World Cup and 2028 Los Angeles Olympics.
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4 The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons thereof.
The City lacks knowledge and information sufficient to reach this conclusion. The City does not allow STRs. Code Enforcement responds to STR complaints and, in response, investigations are conducted.
F12: City leaders have no regular communication with each other concerning STR issues, limiting opportunities to develop strategies and expertise to improve service.
The respondent disagrees wholly or partially with the finding, in which case the response shall specify the portion of the finding that is disputed and shall include an explanation of the reasons thereof.
City staff regularly participate in a regional roundtable forum where issues, such as STRs, are addressed.
Response to Recommendations
R1: Cities should review and begin to update ordinances to keep up with the rapidly changing nature of court findings and legislation related to STRs, by December 31, 2025, and no less frequently than every three years thereafter. (F4, F12) The recommendation will be implemented.
The City currently allows limited home rentals and the current ordinance is in compliance with state law and recent case law. Should there be changes to state law or case law, the City would comply and revise timely.
R2: Cities should consider developing a plan for upcoming major events that are expected to create a surge in demand for STRs and its associated Transient Occupancy Tax, by December 31, 2025, and no less frequently than every two years thereafter. (F11) The recommendations will not be implemented because they are not warranted or they are not reasonable, with an explanation, thereof.
The City does not allow STRs but does allow an owner-occupied limited home rental. A resident may rent their entire domicile for up to three periods of fewer than 30 consecutive days in a calendar year. The City does not collect TOT.
R3: Cities that allow STRs should evaluate the benefit of ordinances facilitating Voluntary Collection Agreements requiring OBAs to submit TOT directly, by June 30, 2026. (F4, F12).
The recommendations will not be implemented because they are not warranted or they are not reasonable, with an explanation, thereof.
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5 The City does not allow STRs, only limited home rentals and no TOT is collected.
Therefore, this does not apply.
R4: Cities that allow STRs should evaluate the benefit of collecting TOT on a monthly basis by individual property, by June 30, 2026. (F7, F8).
The recommendations will not be implemented because they are not warranted or they are not reasonable, with an explanation, thereof.
The City does not allow STRs, only limited home rentals and no TOT is collected.
Therefore, this does not apply.
R5: Cities should require STRs to include the number of days rented per month per permit to facilitate short-term rental TOT desk audits by November 30, 2025. (F7, F8).
The recommendations will not be implemented because they are not warranted or they are not reasonable, with an explanation, thereof.
The City does not allow STRs, only limited home rentals and no TOT is collected.
Therefore, this does not apply.
R6: Cities with a permit waiting list should implement strategies to remove non-revenue- generating licenses to allow for fair access by December 31, 2025, and annually thereafter. (F7, F10).
The recommendations will not be implemented because they are not warranted or they are not reasonable, with an explanation, thereof.
The City does not allow STRs, only limited home rentals. There is no permit required and no waiting list. Therefore, this does not apply.
R7: Cities that allow STRs should consider allocating resources to update their short-term rental TOT tracking systems by September 30, 2026. (F7, F8, F10).
The recommendations will not be implemented because they are not warranted or they are not reasonable, with an explanation, thereof.
The City does not allow STRs, only limited home rentals and no TOT is collected.
Therefore, this does not apply.
R8: Cities that allow STRs should consider random multi-year audits to confirm TOT by June 30, 2026, and annually thereafter. (F6, F7, F8).
The recommendations will not be implemented because they are not warranted or they are not reasonable, with an explanation, thereof.
The City does not allow STRs, only limited home rentals and no TOT is collected.
Therefore, this does not apply.
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6 R9: City leaders should have regular discussions with each other to share STR management strategies on a biannual basis commencing no later than January 1, 2026. (F12).
The recommendation will be implemented.
City staff will continue to attend regular roundtable forums where issues such as STRs are regularly addressed.
Should you have any questions, please contact Assistant Director of Community Development Amy Stonich at [email protected] or 949-461-3479.
Sincerely,
Debra D. Rose
City Manager
cc: Orange County Grand Jury, 700 Civic Center Drive West, Santa Ana, CA 92701 173
CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Economic Development
SUBJECT:
CONSIDERATION OF FINAL FUNDING PHASES FOR THE CITY’S SHOP & DINE COMMUNITY GIFT CARD PROGRAM WITH YIFTEE, INC.
RECOMMENDED ACTION(S):
1. That the City Council authorize the City Manager to enter into BOGO Campaign Quickstart Agreements for phases 11 and 12 with Yiftee, Inc., and solely include the $50 and $100 gift card options with a limit of one gift card per purchaser for the Shop & Dine Community Gift Card Program.
2. Adopt a Resolution Entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2025-2027 OPERATING BUDGET; AMENDING APPROPRIATIONS FOR FISCAL
YEAR 2025-26.
EXECUTIVE SUMMARY:
On October 4, 2022, the City formally authorized the Shop & Dine Community Gift Card Program (“CGCP”). The CGCP provides residents and visitors with an opportunity to buy community gift cards in increments of $50 or $100 and receive a matching gift card of the same value for free (“BOGO”). The gift cards can only be used at Lake Forest businesses that apply for and receive approval to participate in the program.
The CGCP was the first major program funded in response to City Council’s approval of the Strategic Economic Investment Project (“SEIP”). The SEIP established a budget for economic development programs to help local businesses recover from the COVID-19 pandemic. The CGCP was originally approved with a $575,000 budget, which included $500,000 in funds to cover the costs of providing the free bonus gift cards. The City is party to the Community Card Customer Agreement with Yiftee, Inc. (“Yiftee”) for the provision of electronic cards (Attachment 1).
The City Council has approved ten funding phases of the CGCP so far. Phases two through nine included a $565,000 budget, and the City Council authorized a total of $1,130,000 for phase ten. Staff recommends the City Council approve the proposed final SEIP budget allocation to the CGCP in the amount of $950,000 174
(Attachment 2), to be divided into two separate funding phases of $475,000 each. This amount will exhaust the remaining SEIP funds appropriated to the CGCP.
To effectuate the eleventh and twelfth funding phases, staff recommends the City Council authorize the City Manager to enter into the attached BOGO Campaign Quickstart Agreements with Yiftee (Attachments 3 and 4).
BACKGROUND:
On October 4, 2022, the City formally authorized the City’s CGCP. The CGCP provides residents and visitors with an opportunity to buy community gift cards in increments of $50 or $100 and receive a matching gift card of the same value for free. The gift cards can only be used at Lake Forest businesses that apply for and receive approval to participate in the program. The SEIP established a budget for economic development programs to help local businesses recover from the COVID-19 pandemic. The CGCP was approved with a $575,000 budget, which includes $500,000 in funds to cover the costs of providing the free bonus gift cards and $65,000 to cover the costs of the fees associated with card issuance. Table 1 below summarizes the funding phases that have been approved by the City Council since program launch in October 2022.
Table 1: BOGO Funding Phase Summary
Phase Approval
Date
Funding
Amount Summary
1 10/4/2022 $575,000 Initial program launch. Launch included three funding rounds, with marketing prioritized toward
Lake Forest residents. Funding amount included
a $10,000 contract with the Lake Forest Chamber
of Commerce to assist with business recruitment.
2 2/21/2023 $565,000
Program was advertised broadly to the public.
Staff and HdL instituted a new vendor agreement
system and established new program guidelines
to enhance the integrity of the program. $25 gift
card increment was removed to mitigate fee
costs.
3 8/15/2023 $565,000 Marketed broadly to the public.
4 10/17/2023 $565,000 Marketed broadly to the public.
5 11/21/2023 $565,000 Marketed broadly to the public.
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Phase Approval
Date
Funding
Amount Summary
6 1/16/2024 $565,000 Marketed broadly to the public.
7 3/5/2024 $565,000 Marketed broadly to the public.
8 5/21/2024 $565,000 Marketed broadly to the public.
9 11/5/2024 $565,000
Program was advertised broadly to the public.
Limited number of BOGO purchases to one card
per purchaser.
10 12/3/2024 $1,130,000
Program was advertised broadly to the public.
Limited number of BOGO purchases to one card
per purchaser.
Pursuant to the CGCP, residents and visitors can purchase a gift card in increments of $50 or $100. The gift cards are delivered electronically and can be used at any of the 130 participating Lake Forest businesses. The City covers the cost of the bonus card, plus the fees associated with card issuance. Table 2 below provides a breakdown of fees related to gift card issuance.
Table 2: CGCP Fees Paid to Yiftee
Fee Type Per Card Fee Amount
Fee for Issuance of Original Gift Card $1, plus 5% of card value Fee for Issuance of BOGO Gift Card $1
Audit Committee Recommended SEIP Final Plan:
On October 22, 2024, the Audit Committee, comprised of Council Members Cirbo and Tettemer, met to provide a recommendation on the Draft Final SEIP Spending Plan (“Draft Plan”) (Attachment 5). The Audit Committee recommended the following schedule in Table 3 for the City Council’s consideration:
Table 3: Draft Final SEIP Spending Plan for Audit Committee Recommendation on 10/22/2024
Phases Amount City Council Date
9 $565,000 November 19, 2024
10 $565,000 December 17, 2024
11 $565,000 City Council prior to 2025 Taste of LF
12 $565,000 November 4, 2025
13 $314,406+savings December 2, 2025
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The City Council met on November 5, 2024, to consider the Draft Plan. The Council approved the Draft Plan and authorized $565,000 for Phase 9 of the program, with the stipulation that individuals could purchase only one BOGO card per person.
At its December 5, 2024, City Council meeting, the Council authorized an additional $1,130,000 in funding. This increase was a direct response to how quickly BOGO funds were depleted during prior phases. The added funds, along with the purchase limit of one BOGO card per person, allowed more people to participate. Funds from Phase 10 lasted approximately six weeks.
DISCUSSION:
Updated Final Spending Plan and Authorization of Remaining BOGO Phases:
Based on the Final SEIP Spending Plan shown in Table 3, staff prepared an updated implementation timeline for the remaining BOGO funding phases for the City Council’s consideration, outlined in Table 4 below:
Table 4: Final Funding Phases
Phases Amount Proposed Go-Live Dates
11 $475,000 August 2025
12 $475,000 November 2025
The revised plan maintains the City Council’s intent to provide BOGO funding during the 2025 holiday season. Phase 11 is proposed to coincide with the 2025 Taste of Lake Forest, and Phase 12 is timed for the 2025 holiday period.
To establish an eleventh funding phase, staff prepared the necessary contract documents for City Council consideration. Staff propose the City Council authorize the City Manager to enter into the attached BOGO Campaign Quickstart Agreement with Yiftee. This campaign would line up with the Taste of Lake Forest. In addition, staff propose the City Council authorize the City Manager to enter into a twelfth and final BOGO Campaign Quickstart Agreement with Yiftee. The twelfth phase would align with the Thanksgiving holiday. The attached BOGO Campaign Quickstart Agreements with Yiftee includes the provision of gift cards in increments of $50 and $100 with a one-card maximum purchase cap. These are the parameters used for the ninth and tenth phases of CGCP funding.
Staff also recommend the City Council allocate SEIP funds to support the costs of the final funding phases. A budget resolution authorizing $950,000 for the eleventh and twelfth phases of the CGCP is attached for City Council consideration (Attachment 2).
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The City Attorney’s Office has reviewed and approved the attached BOGO Campaign Quickstart Agreements with Yiftee as to form.
FISCAL IMPACT:
Authorizing the attached Resolution would appropriate $950,000 to the City’s General Fund in the 2025-2027 Operating Budget to cover the costs of the eleventh and twelfth BOGO Campaigns.
ATTACHMENTS:
1. Customer Card Agreement with Yiftee, Inc.
2. Proposed Resolution Appropriating $950,000 for Community Gift Card Program
3. Round 11 Proposed BOGO Campaign Quickstart Agreement with Yiftee, Inc.
4. Round 12 Proposed BOGO Campaign Quickstart Agreement with Yiftee, Inc.
5. 10/22/2024 Audit Committee Agenda Report
Initiated By: Ian McKeever, Management Assistant
Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
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ATTACHMENT 1
179
Community Card Customer Agreement
THIS AGREEMENT (the “Agreement”) is made effective as of __________, 2022 (the “Effective Date”) by and between Yiftee Inc., a Delaware corporation, with an address at 325 Sharon Park Drive #215, Menlo Park, CA 94025 (“Yiftee”) and _____________________________________ with an address at _________________________________________(“Customer”). The parties agree a follows:
1. Definitions.
1.1 “Merchant” means a merchant, prospect or other contact that may be using or desire to use Yiftee Services to redeem eGifts.
1.2 “Participant” means a Merchant who has opted to participate in a Community Card by running an Activation Card and agreeing to the Merchant Agreement.
1.3 “Yiftee Services” means Yiftee’s gift-giving platform. It is the technology foundation for Community Cards.
1.4 “Purchaser” means a person or entity that purchases or redeems eGifts.
1.5 “eGift” means a digital virtual gift voucher used as payment for goods or services at a Participant.
1.6 “Offer” or “Offers” mean specific benefits that Participants provide to consumers who use their Community Cards in their store, as determined by the Participants and posted on their eGift Card web page.
2. Merchant Enrollment.
2.1 Merchant Enrollment Obligations
(a) Customer will collect a set of Merchants who have elected to participate in the Yiftee Services.
Merchants must all be located in the same state in the USA, due to varying gift card laws by state. Each Merchant must agree to the Yiftee Community Card Merchant Agreement located on the Yiftee.com website. Merchants who have not agreed to the Merchant Agreement will not be able to utilize the Yiftee Services to redeem eGifts. Customer will upload into the Yiftee Services or provide the names of the Merchants who intend to participate to Yiftee. Upon the agreed upon launch date, the billing for the Yiftee Services will begin (“Commencement Date”). This billing will include the agreed-upon cost for each Participant or group thereof as defined in Appendix A. (b) Yiftee will provide to Customer or directly to Merchants, upon receipt of the set of Merchant names in 2.1a, a set of unique Activation Cards to be run by each Merchant. Customer will inform Merchants of their individual Activation Card and provide instructions on its use. Additionally, Customer will inform Merchants that running the Activation Card implies consent to the Merchant Agreement located on the Yiftee.com website.
(c) As Merchants run the Activation Cards, they will be included in the set of Merchants enabled to participate in the Yiftee Services, i.e. the Participants. Participant may also post their Offers to be available for eGift Card holders who redeem gifts in their stores. 100 Civic Center Dr., Lake Forest, CA 92630
City of Lake Forest
DocuSign Envelope ID: BEBEC6F7-D026-426B-9118-BA0B8330B956 October 17, 2022
180
(d) Yiftee will bill Customer or Merchants as described in Appendix A. Customer can add or remove Participants and fees will be adjusted accordingly, if applicable. There will be no retroactive adjustments allowed by Yiftee (that is, a cancelled Participant’s billing obligation will result in that Participant’s cost to Customer, as defined in Appendix A, to be eliminated beginning only on the next annual billing cycle).
A Participant may be added to the list of Participants at any time (“Enrollment Time”), with billing adjustment for said Participant to begin immediately and to be included in the current month’s billing. (e) Each party shall comply with good, ethical and moral business practices and all applicable laws and regulations in engaging in any activities here under.
(f) Fees and payment terms applicable to the subject matter here under shall be as set forth in Appendix A. Customer is not entitled to compensation other than what is described in Appendix A. (g) Customer is responsible and liable for any disputes or liability arising out of its relationships with Merchants and Participants, except with respect to any liability of Yiftee under this agreement.
2.2 Yiftee Materials.
Yiftee may provide Customer with certain materials for use in conjunction with promoting the Yiftee Services here under (“Yiftee Materials”). No rights or licenses, express or implied, are granted in those Yiftee Materials or otherwise, except as expressly and unambiguously set forth in this Agreement.
2.3 Limited Licenses.
Subject to the terms and conditions of this Agreement, Yiftee hereby grants to Customer, a non- exclusive, non-transferable, non-assignable, non-sublicensable right and license to access and use the Yiftee Services and Yiftee Materials solely for the purposes of Customer’s performance of this Agreement.
2.4 Trademark License.
Subject to the terms and conditions of this Agreement, Yiftee hereby grants Customer and Customer hereby grants Yiftee a non-exclusive, non-transferable, non-assignable, non-sublicensable, royalty-free license to use Yiftee’s or Customer’s name, trade names, trademarks, service marks, and logos (collectively, a party’s “Marks”) solely in connection with Customer’s and Yiftee’s promotion and marketing of the Yiftee Services, subject to written usage guidelines, if any, made mutually available.
3. Ownership. As between the parties, Yiftee owns all right, title and interest in and to the Yiftee Services, Yiftee’s Marks and the Yiftee Materials. Customer owns all right, title and interest in and to Customer’s Marks.
4. Warranties Disclaimer. YIFTEE AND ITS LICENSORS MAKE NO WARRANTIES TO CUSTOMER,
EXPRESS OR IMPLIED, AND SPECIFICALLY DISCLAIM ALL IMPLIED WARRANTIES OF MERCHANTABILITY,
NONINFRINGEMENT, AND FITNESS FOR A PARTICULAR PURPOSE, AND ALL WARRANTIES ARISING OUT OF USAGE OR TRADE, COURSE OF DEALING AND COURSE OF PERFORMANCE.
5. Liability Limitation. EXCEPT FOR LIABILITY ARISING UNDER SECTION 7, NEITHER PARTY (NOR ITS
LICENSORS) WILL BE LIABLE OR OBLIGATED WITH RESPECT TO ANY SUBJECT MATTER OF THIS
AGREEMENT OR UNDER ANY CONTRACT, TORT, STRICT LIABILITY OR OTHER LEGAL OR EQUITABLE
THEORY, WHETHER OR NOT ADVISED OF THE POSSIBILITY OF SUCH DAMAGES WHATSOEVER, FOR ANY
SPECIAL, INDIRECT, INCIDENTAL, EXEMPLARY, PUNITIVE, RELIANCE OR CONSEQUENTIAL DAMAGES, INCLUDING LOSS OF PROFITS, REVENUE, DATA OR USE AND IN NO EVENT SHALL EITHER PARTY’S DocuSign Envelope ID: BEBEC6F7-D026-426B-9118-BA0B8330B956 181
LIABILITY EXCEED THE GREATER OF $500 OR THE AMOUNTS PAID AND/OR PAYABLE BY YIFTEE TO
CUSTOMER (AND/OR BY CUSTOMER TO YIFTEE, IF PAYMENTS ARE PAYABLE BY CUSTOMER TO YIFTEE IN ACCORDANCE WITH PROPOSAL) HEREUNDER IN THE TWELVE (12) MONTH PERIOD PRECEDING THE APPLICABLE CLAIM.
6. Term and Termination.
6.1 Term. This Agreement shall be effective as of the Effective Date and shall continue in full force on an annual period from the Effective Date, and thereafter shall automatically renew annually, unless and until either party terminates this Agreement pursuant to Section 6.2.
6.2 Termination.
(a) Either party may, at its option, terminate this Agreement upon thirty (30) days written notice to the other party for any reason or for no reason whatsoever. (b) Either party may terminate this Agreement if the other party materially breaches a term of this Agreement and fails to cure such breach within fifteen (15) days after receipt of written notice of such breach from the non-breaching party.
(c) Participants are obligated to honor all outstanding eGifts issued by Yiftee for the entire duration of those eGift's validity periods. Termination does not relieve Participants from honoring conditions outlined in the Merchant Agreement.
6.3 Effect of Termination. Upon any termination: (a) Customer shall immediately cease all promotion of the Yiftee Services and shall immediately return to Yiftee, or at the option of Yiftee, destroy, all Confidential Information (as defined below) of Yiftee disclosed to Customer, Yiftee Materials, and any Yiftee Services, hardware and software provided to Customer here under, (b) Yiftee shall immediately return to Customer, or at the option of Customer, destroy, all Confidential Information of Customer disclosed to Yiftee here under, and (c) all licenses granted under this Agreement shall immediately cease. The following Sections shall survive termination and remain in effect 1, 3, 4, 5, 6.3, 7 and 8. Any termination of this Agreement shall be without prejudice to any other rights or remedies available under this Agreement or at law.
7. Confidentiality. Because of this Agreement, the parties may have access to information that is confidential to the disclosing party (“Confidential Information”). Confidential Information shall include, without limitation, Purchaser lists and information relating to the parties’ products and pricing and all information designated as confidential by the disclosing party at the time of disclosure. A party’s Confidential Information shall not include any information which (i) becomes generally publicly available through no wrongful act or omission of the receiving party; (ii) is lawfully acquired by the receiving party from a third party without any breach of a confidentiality obligation; or (iii) is independently developed without use of or reference to the disclosing party’s Confidential Information. Each party agrees to maintain the confidentiality of the other party’s Confidential Information using the same degree of care that it uses with regard to its confidential information of like nature, but in no event less than reasonable care, and to protect as a trade secret any portion of the other party’s Confidential Information by preventing any unauthorized copying, use, distribution, installation or transfer of possession of such information. If required by law, the receiving party may disclose Confidential Information of the disclosing party, but will give adequate prior notice of such disclosure to the disclosing party to permit the disclosing party to intervene and to request protective orders or other confidential treatment therefor. The parties acknowledge that money damages will not be an adequate DocuSign Envelope ID: BEBEC6F7-D026-426B-9118-BA0B8330B956 182
remedy if this Section 7 is breached and, therefore, either party may, in addition to any other legal or equitable remedies, seek an injunction or other equitable relief against such breach or threatened breach without the necessity of posting any bond or surety.
8. Non-solicitation
During the term of this Agreement, neither party will (on behalf of itself or any other person or entity) solicit any Purchaser or Merchant of the other party to restrict, limit, or terminate such Purchaser’s or Merchant’s participation in the other party’s products and services.
9. Miscellaneous
9.1 Choice of Law. This contract shall be governed by and construed in accordance with the laws of the State of California, without regard to the provisions of the conflict of laws thereof. The parties will resolve any disputes in the state or federal courts located in Santa Clara County, California, to whose exclusive jurisdiction and venue they irrevocably submit. Notwithstanding anything to the contrary, either party may pursue injunctive or other equitable relief in any court of competent jurisdiction.
9.2 Notices. Any notice or other communication required or permitted in this Agreement shall be in writing and shall be deemed to have been duly given on the day of service if served personally or by facsimile transmission with confirmation, or three (3) days after mailing if mailed by First Class mail, registered or certified, postage prepaid, and addressed to the respective parties at the addresses set forth above, or at such other addresses as may be specified by either party pursuant to the terms and provisions of this section.
9.3 Assignment. Customer may not assign or otherwise transfer, without the prior written consent of Yiftee, its rights, duties or obligations under this Agreement to any person or entity, in whole or in part. Yiftee may freely assign or otherwise transfer this Agreement in connection with the sale of all or substantially all of its business or assets. This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective successors and permitted assigns.
9.4 Severability. Any provision of this Agreement that is determined to be unenforceable or unlawful shall not affect the remainder of the Agreement and shall be severable therefrom, and the unenforceable or unlawful provision shall be limited or eliminated to the minimum extent necessary to that this Agreement shall otherwise remain in full force and effect and enforceable.
9.5 Entire Agreement. This Agreement constitutes the entire agreement between the parties and supersedes any and all prior agreements between them, whether written or oral, with respect to the subject matter hereof, and may not be amended, modified or provision hereof waived, except in a writing signed by the parties hereto. No waiver by either party, whether express or implied, of any provision of this Agreement, or of any breach thereof, shall constitute a continuing waiver of such provision or a breach or waiver of any other provision of this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the Effective Date.
Customer (Print): YIFTEE, INC.
By: By:
Name, Title: Name, Title: Donna Novitsky, Yiftee CEO City of Lake Forest
Debra Rose, City Manager
DocuSign Envelope ID: BEBEC6F7-D026-426B-9118-BA0B8330B956 Approved as to Form:
Best Best & Krieger LLP, City Attorney
Attest:
Lisa Berglund, City Clerk
183
Community Card Customer Agreement
APPENDIX A
Pricing
Customer and Participants are not required to pay Yiftee a subscription fee or a revenue share. Yiftee does not take a percentage of the cards that are redeemed in the Participants’ stores.
Charges:
Purchasers pay the face value of the card plus a $1+5% of the eGift Card value eDelivery fee at the time of purchase. Bulk purchases of one thousand dollars ($1000) or more, and enterprise accounts may qualify for a reduced eDelivery fee by depositing funds into their Yiftee eGifting accounts by check or ACH and disabling credit cards.
Participants pay Mastercard processing fees for a card-not-present (CNP) transaction upon redemption.
Yiftee does not control these fees, they are set by the Merchant Acquirer who is their credit card processor.
Subject to applicable laws, Yiftee will implement a monthly maintenance fee on eGift Cards that have been inactive (i.e. no spending on the Card) for periods of greater than 12 months. This will be made clear to cardholders on the face of the eGift Card when implemented, as is required by law.
Yiftee eGift Cards do not generally expire. Subject to applicable laws, in some cases eGift Cards given by corporations or merchants as promotions, rewards and awards may have expiration dates. In the case of eGift Cards expiring, Yiftee retains 10% of the original eGift Card value not to exceed the remaining unspent funds and refunds the balance to the purchaser’s Yiftee eGift Card account. eDelivery fees are not refunded.
Participants may choose, at their discretion, to post Offers to encourage Purchasers to use their Community Cards in their stores.
Participants may choose, at their discretion, to offer rebates as fund raisers to local groups such as schools, churches and other non-profits. Such programs are an incentive for the local groups to sell Community Cards to their members, and for the Purchasers to use them in specific stores who are offering rebates. Yiftee will work with the Participants and Purchasers to execute such programs.
No tipping is allowed on Yiftee eGift Cards.
DocuSign Envelope ID: BEBEC6F7-D026-426B-9118-BA0B8330B956 184
RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LAKE FOREST, CALIFORNIA,
AMENDING THE 2025-2027 OPERATING
BUDGET; AMENDING APPROPRIATIONS FOR
FISCAL YEAR 2025-26
WHEREAS, the 2025-2027 Operating Budget was adopted by the City Council on June 3, 2025; and
WHEREAS, the appropriations for Fiscal Year 2025-26 were adopted by the City Council on June 3, 2025; and
WHEREAS, modifications are now required as a result of changes during Fiscal Year 2025-26.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE
FOREST DOES HEREBY RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:
Section 1. The City Council’s adoption of this Resolution is not a project within the meaning of the California Environmental Quality Act.
Specifically, the City’s adoption of the Resolution is an administrative and fiscal function of the City that does not commit the City to any specific project or course of action. (State CEQA Guidelines, sections 15378(b)(4) & (b)(5).) Thus, no environmental review of the Resolution is required. The City Council hereby directs staff to prepare, execute and file with the Orange County Clerk a Notice of Exemption within five working days of the adoption of this Resolution.
Section 2. The General Fund is amended to increase
appropriations for Fiscal Year 2025-26 as demonstrated in Exhibit A.
Section 3. The Director of Finance is hereby authorized to move appropriations between programs within program area budgets in concurrence with Department Directors.
Section 4. The City Manager is hereby authorized to transfer appropriations from one program area to another or between funds within the Operating Budget with notification to the City Council Audit Committee. 185
Section 5. The City Manager is hereby authorized to transfer appropriations from a capital improvement project to another existing project within the adopted Capital Improvement Program with notification to the City Council Audit Committee.
Section 6. The City Clerk shall attest as to the adoption and execution of this Resolution and cause the same to be maintained in the permanent records of the City.
PASSED, APPROVED AND ADOPTED this___ day of__________
2025, by the following vote, to wit:
ATTEST:
SCOTT VOIGTS
MAYOR
THY MERRITT
ACTING CITY CLERK
APPROVED AS TO FORM:
MATTHEW RICHARDSON
CITY ATTORNEY
186
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF LAKE FOREST )
I, Thy Merritt, Acting City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2025- was duly passed and adopted at a regular meeting of the Lake Forest City Council on the_____ day of ________ 2025, by the following vote, to wit:
AYES: COUNCIL
MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
THY MERRITT
ACTING CITY CLERK
187
EXHIBIT A
AMENDMENT TO 2025-2027
OPERATING BUDGET
FISCAL YEAR 2025-26
APPROPRIATIONS
General Fund Operating Appropriations
Expenditure
Major Program
Area
Current
Budget
Increase
(Decrease) Amended
Budget
Community Vitality &
Engagement $1,656,100 $950,000 $2,606,100
188
ATTACHMENT 3
189
www.yiftee.com – 325 Sharon Park Drive #215, Menlo Park, CA 94025 – (650) 533-0938 Keep Local Dollars Local
Yiftee Comm Card BOGO Campaign Quickstart
(Please complete sections in orange)
Community and Campaign Name: (e.g., COVID Recovery 2021) _________________________ Contact Name: __________________________
eMail: ________________________ Phone: ________________________ Campaign Start date: ____________ Stop date: “while supplies last” or date: _________ Campaign budget: $______________ Yiftee must receive funds by check or ACH (minimum $2500) pre-launch to pay for bonus gifts. Promotion will automatically cease when funds run out. Optional alert when balance drops to a certain level. Alert at amount: $_______ Offer description/banner copy: check A, B or C below and specify amounts. Please create a banner using this copy (760 x 100, example on pg 2).
_____ A. 50% or 100% match any value, example: Buy a card for any value $10-$125 and get a matching value bonus card. Limit X bonus cards per purchaser. Available while supplies last. Bonus cards must be used in X days. Purchased card range: $______ to $______. Match level (check one): ___ 50% or ____ 100%. Limit: ______ or none. Expires after # days: _____ or date: _________. _____ B. Total shopping cart value, example: Get a $20 bonus gift for every $80 you spend. Limit X bonus cards per purchaser. Available while supplies last. Bonus cards must be used in X days.
Get a $_____ bonus gift for every $_____ you spend. Limit: ______ or none. Expires after # days: _____ or date: __________.
_____ C. Specific price points, example: Buy $25 and get a $10 bonus gift; buy $50 and get a $20 bonus gift; buy $100 and get a $40 bonus gift. Limit X bonus cards per purchaser. Available while supplies last.
Bonus cards must be used in X days. (1-5 levels allowed, only specific price points) Buy $______, Get $_____; Buy $______, Get $_____; Buy $______, Get $_____. Limit: ______ or none. Expires after # days: _____ or date: _________.
Optional limits: You can define a limit of 1,2,3,4,5,9, or 10 bonus gifts per purchaser, or $50, $125, $300 total bonus gift value per purchaser (irrespective of recipients). Only those values are available. Limit applies to entire campaign duration, restarts for new campaigns.
Buyer $1+5% eDelivery fee: Who pays buyer eDelivery fee, ____ you or ____ buyer (check one) Bonus gift $1 eDelivery fee and customer eD fees (if elected) paid out of funds on deposit.
Refunds: Purchasers may contact [email protected] for refunds but Yiftee will retain the eDelivery fee regardless of who paid it to cover costs.
Bonus Card expiration: _____ days from card issue or a specific date: _____________. When gifts expire, Yiftee returns the unused amount to Community, less restocking fee which is the lesser of 10% of the original bonus gift value or the remaining unused amount of the gift. 190
www.yiftee.com – 325 Sharon Park Drive #215, Menlo Park, CA 94025 – (650) 533-0938 Keep Local Dollars Local
Bonus gift message (255 char limit, example): Thank you for purchasing _________________. Enjoy this bonus gift - designed to support our independent restaurants and retailers. To spur the economy quickly, this bonus gift will expire _____________. Make any changes you want or write a different message here, but please stay within character limit.
Bonus gift signature (25 char limit, who it is from): ____________________________________.
Campaign changes are not allowed once campaign has been launched. Yiftee requires a minimum of 48 hrs from signed Quickstart to implement; funding and banner must have been received prior to implementation. Minimum 1 week in between campaigns to avoid confusion.
Bonus gift terms: The terms including expiration, bonus value and limits (if applicable) should be clearly stated on your web site, marketing materials and in the banner on the Yiftee gift purchase page. Please submit all planned advertising of the program for Yiftee review prior to launch. We want to make sure that all restrictions and terms are clearly articulated in the material that advertises the program. Do not begin marketing prior to campaign start date. If marketing starts prior to campaign start date, Yiftee reserves the right to deliver bonus gifts to early purchasers once the campaign begins.
Required Images:
Please provide a 760x100 pixel banner that clearly states your promo language such as Gift card 300 x 200 pixels minimum:
We can use your regular card image, or you can provide something custom. We recommend not a complete change so as not to confuse merchants, but you could add a BONUS indication.
Fee for promotion: Program Fee: waived (normally $100/location) eDelivery fee: $1/gift sent, deposited in advance of campaign start by check or ACH, along with gift funds.
Restocking fees for expired bonus gifts as described above.
Accepted on behalf of Community Yiftee, Inc.
Signature ________________________________
Print____________________________________ Donna Novitsky, CEO
Date_____________________________________
Receive a $25 Bonus Gift for Every $50 You Spend.
Offer expires 8/31/2020, available while supplies last. Limit 4/purchaser.
191
Additional Instructions for Yiftee Agreement:
1. Do not send email notices to previous purchasers.
2. Limit of one purchased card and one BOGO per purchaser.
3. Any attempt to exceed the limit by creating a new Yiftee account may result in losing current and future bonus cards.
4. Add funds in remaining balance to new deposit amount. 192
ATTACHMENT 4
193
www.yiftee.com – 325 Sharon Park Drive #215, Menlo Park, CA 94025 – (650) 533-0938 Keep Local Dollars Local
Yiftee Comm Card BOGO Campaign Quickstart
(Please complete sections in orange)
Community and Campaign Name: (e.g., COVID Recovery 2021) _________________________ Contact Name: __________________________
eMail: ________________________ Phone: ________________________ Campaign Start date: ___________ Stop date: “while supplies last” or date: _________ Campaign budget: $______________ Yiftee must receive funds by check or ACH (minimum $2500) pre-launch to pay for bonus gifts. Promotion will automatically cease when funds run out. Optional alert when balance drops to a certain level. Alert at amount: $_______ Offer description/banner copy: check A, B or C below and specify amounts. Please create a banner using this copy (760 x 100, example on pg 2).
_____ A. 50% or 100% match any value, example: Buy a card for any value $10-$125 and get a matching value bonus card. Limit X bonus cards per purchaser. Available while supplies last. Bonus cards must be used in X days. Purchased card range: $______ to $______. Match level (check one): ___ 50% or ____ 100%. Limit: ______ or none. Expires after # days: _____ or date: _________. _____ B. Total shopping cart value, example: Get a $20 bonus gift for every $80 you spend. Limit X bonus cards per purchaser. Available while supplies last. Bonus cards must be used in X days.
Get a $_____ bonus gift for every $_____ you spend. Limit: ______ or none. Expires after # days: _____ or date: __________.
_____ C. Specific price points, example: Buy $25 and get a $10 bonus gift; buy $50 and get a $20 bonus gift; buy $100 and get a $40 bonus gift. Limit X bonus cards per purchaser. Available while supplies last.
Bonus cards must be used in X days. (1-5 levels allowed, only specific price points) Buy $______, Get $_____; Buy $______, Get $_____; Buy $______, Get $_____. Limit: ______ or none. Expires after # days: _____ or date: _________.
Optional limits: You can define a limit of 1,2,3,4,5,9, or 10 bonus gifts per purchaser, or $50, $125, $300 total bonus gift value per purchaser (irrespective of recipients). Only those values are available. Limit applies to entire campaign duration, restarts for new campaigns.
Buyer $1+5% eDelivery fee: Who pays buyer eDelivery fee, ____ you or ____ buyer (check one) Bonus gift $1 eDelivery fee and customer eD fees (if elected) paid out of funds on deposit.
Refunds: Purchasers may contact [email protected] for refunds but Yiftee will retain the eDelivery fee regardless of who paid it to cover costs.
Bonus Card expiration: _____ days from card issue or a specific date: _____________. When gifts expire, Yiftee returns the unused amount to Community, less restocking fee which is the lesser of 10% of the original bonus gift value or the remaining unused amount of the gift. 194
www.yiftee.com – 325 Sharon Park Drive #215, Menlo Park, CA 94025 – (650) 533-0938 Keep Local Dollars Local
Bonus gift message (255 char limit, example): Thank you for purchasing _________________. Enjoy this bonus gift - designed to support our independent restaurants and retailers. To spur the economy quickly, this bonus gift will expire _____________. Make any changes you want or write a different message here, but please stay within character limit.
Bonus gift signature (25 char limit, who it is from): ____________________________________.
Campaign changes are not allowed once campaign has been launched. Yiftee requires a minimum of 48 hrs from signed Quickstart to implement; funding and banner must have been received prior to implementation. Minimum 1 week in between campaigns to avoid confusion.
Bonus gift terms: The terms including expiration, bonus value and limits (if applicable) should be clearly stated on your web site, marketing materials and in the banner on the Yiftee gift purchase page. Please submit all planned advertising of the program for Yiftee review prior to launch. We want to make sure that all restrictions and terms are clearly articulated in the material that advertises the program. Do not begin marketing prior to campaign start date. If marketing starts prior to campaign start date, Yiftee reserves the right to deliver bonus gifts to early purchasers once the campaign begins.
Required Images:
Please provide a 760x100 pixel banner that clearly states your promo language such as Gift card 300 x 200 pixels minimum:
We can use your regular card image, or you can provide something custom. We recommend not a complete change so as not to confuse merchants, but you could add a BONUS indication.
Fee for promotion: Program Fee: waived (normally $100/location) eDelivery fee: $1/gift sent, deposited in advance of campaign start by check or ACH, along with gift funds.
Restocking fees for expired bonus gifts as described above.
Accepted on behalf of Community Yiftee, Inc.
Signature ________________________________
Print____________________________________ Donna Novitsky, CEO
Date_____________________________________
Receive a $25 Bonus Gift for Every $50 You Spend.
Offer expires 8/31/2020, available while supplies last. Limit 4/purchaser.
195
Additional Instructions for Yiftee Agreement:
1. Do not send email notices to previous purchasers.
2. Limit of one purchased card and one BOGO per purchaser.
3. Any attempt to exceed the limit by creating a new Yiftee account may result in losing current and future bonus cards.
4. Add funds in remaining balance to new deposit amount. 196
ATTACHMENT 5
197
SUBJECT:
AUDIT COMMITTEE AGENDA REPORT
MEETING DATE: 10/22/2024
DEPARTMENT: City Manager
CONSIDERATION OF DRAFT FINAL SPENDING PLAN FOR STRATEGIC
ECONOMIC INVESTMENT PROGRAM
RECOMMENDED ACTION(S):
1. Receive and File
2. Provide comment on the draft Strategic Economic Investment Program Final Spending Plan.
EXECUTIVE SUMMARY:
The Strategic Economic Investment Program (“SEIP”), approved by the City Council on February 15, 2022, was established to support local businesses recovering from the COVID-19 pandemic. The program allocated a total of $8,303,350 across three key sectors: restaurants, hotels, and other businesses impacted by the pandemic. In 2024, the City Council revised the allocations, combining Restaurant Industry Assistance with Other Impacted Industry Assistance, resulting in a total of $5,803,350, while maintaining $2,500,000 for Hotel Industry Assistance.
Since its inception, several SEIP initiatives have been launched to support local businesses and boost economic recovery. The Community Gift Card Program (“BOGO”), approved in October 2022, encourages spending at local businesses by offering residents matching gift cards. To date, the City Council has approved eight phases of funding for this program. In addition, the Catalytic Converter Theft Mitigation Programs, was established in December 2022. These programs provide financial assistance to residents to help prevent catalytic converter theft, with the programs closing down through the month of October.
In addition to these efforts, the City Council reserved funds for the hotel industry.
A $2.5 million allocation was made to support a marketing campaign, with plans to expand this into a broader City-wide branding strategy. The Taste of Lake Forest, an annual community event, was successfully reintroduced in June 2024, supported by a $75,000 allocation. The City also partnered with the Orange 198
County Small Business Development Center (“SBDC”) in February 2024 to provide the Main St. Digital Training and Grant Program (“Main St. Digital”).
As of now, approximately $5 million has been allocated to SEIP programs, leaving $3.2 million in remaining funds. Of this, approximately $850,000 remains for restaurant and impacted business assistance, while approximately $2.3 million remains in the hotel assistance category. Staff has prepared a draft final spending plan that includes $75,000 for the 2025 and 2026 Taste of Lake Forest events, $125,000 for a Branding Consultant, $500,000 for a City-wide marketing campaign, and funding for five additional phases of the BOGO. The draft plan ensures that all SEIP funds are obligated by December 31, 2024, and fully expended by December 31, 2026, to mirror the federal stimulus guidelines under the American Rescue Plan Act (“ARPA”).
BACKGROUND:
Passed into law on March 11, 2021, the American Rescue Plan Act (“ARPA”) creates funding opportunities to help communities respond to the effects of the COVID-19 pandemic. The law outlines eligible uses for funding which have been interpreted by U.S. Treasury. The U.S. Treasury outlined seven compliance categories for the ARPA grant funds awarded to local governments.
On August 17, 2021, the City Council approved a spending plan that focused on three of the ARPA spending categories: Negative Economic Impacts, City Workforce Retention, and Grant Administration. The largest expenditure category in the spending plan is Negative Economic Impacts, which involves addressing negative economic impacts of the COVID-19 pandemic by providing assistance to impacted business industries.
On February 15, 2022, the City Council approved the SEIP. The SEIP established a budget for economic development programs to help local businesses recover from the COVID-19 pandemic. It assigns $8,303,350 in economic support funds to three business types: restaurants, hotels, and other businesses impacted by COVID-19. The SEIP spending categories are aligned with the spending plan adopted on August 17, 2021, focusing on aiding impacted businesses recover from the pandemic.
On February 6, 2024, the City Council approved combining the budgets for Restaurant Industry Assistance and Other Impacted Industry Assistance. Thus, the new allocations of funds by category are seen in Table 1 below. 199
Table 1: Updated SEIP Business Support Allocations
Category Allocation
Restaurant Industry & Other Impacted
Industry Assistance
$5,803,350
Hotel Industry Assistance $2,500,000
Total Business Support $8,303,350
Following the establishment of SEIP, the City Council Audit Committee (“Audit Committee”) and staff began formulating economic development programs for City Council consideration. The following background summarizes five SEIP initiatives that have been enacted since the approval of the program.
Buy One Get One
On October 4, 2022, the City formally authorized the BOGO. The program provides residents and visitors with an opportunity to buy community gift cards and receive an electronic, matching gift card of the same value for free. During each promotional phase, purchasers are eligible to acquire up to three BOGO cards. This limit ensures fair access for all participants and maximizes the opportunity for a wider customer base to benefit from the offer. To date, the City Council has approved eight funding phases of the BOGO.
Catalytic Converter Theft Mitigation Programs
On December 20, 2022, the City Council formally authorized the program guidelines and associated contract documents to establish the catalytic converter Painting and Etching (“P&E”) and Shield Programs. Under the P&E Program, participating local businesses were provided $125 on a reimbursement-basis from the City to provide P&E Program services on resident’s vehicles. Under the Shield Program, residents were provided a $250 gift card toward the purchase and installation of a theft deterrent catalytic converter shield at a participating local automotive shop. The City provided an electronic gift card to residents after their application to participate was approved.
On August 20, 2024, the City Council approved the closeout of the two programs. Participating residents and auto shops received notification, and the programs will end on November 1, 2024.
Hotel Industry Assistance
The City’s 2023-2030 Strategic Plan introduced a strategy to launch a Hotel Marketing Campaign, aimed at revitalizing the local hotel industry following the COVID-19 pandemic. A budget of $2.5 million in SEIP funds was allocated to 200
provide direct assistance to the local hotel industry. Staff conducted a survey to gauge local hotels' funding needs and preferences, but the limited responses were insufficient to draw any conclusions that would support additional programing.
The Audit Committee discussed expanding the proposed hotel marketing campaign to include a comprehensive City-wide branding strategy. Staff presented this item to the Audit Committee on April 23, 2024, and on October 15, 2024, the City Council awarded a Professional Consultant Services Agreement for City Branding Services to JPW Communications, Inc.
Taste of Lake Forest
The 2023-2030 Strategic Plan included a strategy to reintroduce the annual Taste of Lake Forest event to the community. On July 5, 2023, the City Council approved a resolution amending the 2023-2025 Operating Budget, allocating $75,000 for event expenditures. The Taste returned on June 21, 2024, at Heritage Hill Historical Park and was well received by attendees and businesses.
Orange County Small Business Development Center (“SBDC”)
The 2023-2030 Strategic Plan included Initiative #23 – SEIP 2.0, aiming to reformulate the SEIP program. On November 13, 2023, the Audit Committee discussed potential uses for remaining SEIP funds, which were presented to the City Council on February 6, 2024. The City Council approved $50,000 for SBDC's Main St. Digital Program, a seven-week virtual training for brick-and- mortar businesses to enhance their digital presence. City staff are collaborating with the SBDC to implement this program in Lake Forest.
DISCUSSION:
Summary of SEIP Funds
To provide a more comprehensive understanding of the current state of SEIP, the following discussion outlines the most up -to-date status of SEIP initiatives and remaining funds. Table 2 below outlines all SEIP programs that have been enacted to date and the allocated funds.
Table 2: SEIP Programming & Allocations to Date
Event/Program Approval Date Allocation
Agreement with HdL 6/21/2022 $124,790
BOGO Phases 1-8 10/4/2022 – 5/21/2024 $4,530,000
201
Event/Program Approval Date Allocation
Catalytic Converter
Programs
10/4/2022 – 2/21/2023 $174,154
2024 Taste Event 7/5/2023 $75,000
SBDC Program 2/6/2024 $50,000
Branding Consultant 10/15/2024 $125,000
Total: $5,078,944
As demonstrated by Table 2, approximately $5 million dollars have been allocated to SEIP related programs.
Table 3 below outlines SEIP allocations and remaining funds by category.
Table 3: SEIP Allocations & Remaining Funds by Category Category Allocation Remaining Funds
Restaurant Industry &
Other Impacted Industry
Assistance
$5,803,350 $849,406
Hotel Industry
Assistance
$2,500,000 $2,375,000
Total $8,303,350 $3,224,406
There is approximately $3.2 million remaining in total SEIP funds. Of the $3.2 million, approximately $850,000 remains in the Restaurant Industry & Other Impacted Industry Assistance category. The remaining $2.5 million is allocated in the Hotel Industry Assistance category.
Draft SEIP Final Spending Plan
On August 20, 2024, the City Council directed staff to discuss a final SEIP spending plan to the Audit Committee. Staff recommends the final spending plan outlined in Table 4 below.
Table 4: Draft Final SEIP Spending Plan Allocations
Phase Category Allocation
Taste of Lake Forest
2025
Restaurant Industry & Other
Impacted Industry Assistance
$75,000
Taste of Lake Forest
2026
Restaurant Industry & Other
Impacted Industry Assistance
$75,000
Citywide Branding
Campaign
Hotel Industry Assistance $500,000
BOGO Phases 9-13 Restaurant Industry & Other
Impacted Industry Assistance
& Hotel Industry Assistance
$2,574,406
Total $3,224,406
202
As demonstrated by Table 4, staff recommend allocating $75,000 toward the 2025 and 2026 Taste of Lake Forest event from the Restaurant Industry & Other Impacted Industry Assistance category. The $75,000 would be used toward event expenditures. Expenditures include costs for marketing, permits, rentals, an agreement with the Lake Forest Chamber of Commerce, participation sponsorship, event operating supplies, and other miscellaneous costs. In addition, staff anticipate a budget of approximately $500,000 from the Hotel Industry Assistance category to cover costs associated with implementing the City-wide marketing campaign. The draft final spending plan also merges unallocated Hotel Industry Assistance Funds into future BOGO programs.
Table 5 below outlines the proposed BOGO Round approval by the City Council.
It typically takes approximately one week after approval by the City Council to get funds into the Yiftee account. The proposed schedule is tailored to add funds during the holiday season and around the 2025 Taste of Lake Forest. In line with past funding phases, staff propose allocating $565,000 per phase. This budget includes $500,000 in funds to cover the costs of providing the free bonus gift cards and $65,000 to cover the costs of the fees associated with card issuance.
Additionally, this schedule aligns with the intent of the ARPA by the expenditure of all funds by the end of 2022026.
Table 5: Remaining Funds After SEIP Final Spending Plan Allocations Phases Amount City Council Date
Phase 9 $565,000 November 19, 2024
Phase 10 $565,000 December 17, 2024
Phase 11 $565,000 City Council prior to 2025 Taste of LF Phase 12 $565,000 November 4, 2025
Phase 13 $314,406 + savings December 2, 2025
To match the intent of the ARPA, the final spending plan for SEIP funds delineates that all funds be obligated by December 31, 2024, with the expectation that SEIP funds must be fully expended by December 31, 2026.
Staff is also seeking feedback on the allowable number of BOGO cards that purchasers can buy per phase. In rounds one through eight, individuals were permitted to purchase up to three cards. However, during Phase 8, program funds were depleted within approximately two to three days. Yiftee Inc., the BOGO card system provider, is unable to restrict card purchases to Lake Forest residents. Therefore, to extend the program's duration and offer greater public participation, staff requests feedback from the Audit Committee on reducing the purchase limit to one BOGO card per person for future funding phases. 203
Audit Committee Input
Staff seeks comments and feedback on the options included for the draft Final SEIP Spending Plan, the proposed launch dates for future BOGO rounds, and the purchase limit of BOGO cards per Phase. Staff will include the Audit Committee’s comments and feedback in further reports to the City Council.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
None.
Initiated By: Hope Hairrell, Management Analyst
Adrian Grijalva, Economic Development/Housing Manager
Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
204
CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Management Services
SUBJECT:
AWARD SPORTS PROGRAM SERVICES AGREEMENT FOR YOUTH
SOCCER TO SOCCER STARS OF OC AND SOUTH COUNTY FRIDAY NIGHT
LIGHTS FOR YOUTH FLAG FOOTBALL
RECOMMENDED ACTION(S):
1. Award Sports Program Services Agreements to Soccer Stars of OC to provide Youth Soccer programming and Friday Night Lights for Youth Flag Football at the Lake Forest Sports Park.
2. Authorize the Mayor to sign, and the City Clerk to attest the agreements with Soccer Stars of OC for Youth Soccer Programming and Friday Night Lights for Youth Flag Football, substantially in the forms attached.
EXECUTIVE SUMMARY:
The City’s Purchasing & Contracting Guidelines (“Guidelines”) includes a formal process for procuring Recreation Vendors and Contract Instructors. The Community Services Division manages recreation vendor and contract instructor arrangements. The Recreation and Contract Instructor Procurement Process ensures a fair and equitable selection process for instructors interested in providing youth soccer and flag football programming to the community.
In advance of the expiration of the contracts for youth soccer and flag football, staff conducted the process outlined in the Guidelines to request applications from organizations interested in offering youth soccer programming and youth flag football. Staff posted the opportunity to offer youth soccer and flag football programs on the City’s website with a link to the Scope of Work (Attachment 1) and the Contract Class Proposal Application (Attachment 2). The City received a total of nine applications: five for flag football and four for soccer. Staff facilitated a series of interviews after reviewing applications.
Staff recommends awarding the proposed Sports Program Services Agreement for youth soccer programming to Soccer Stars of OC to commence on September 1, 2025 (“Soccer Stars Agreement”) (Attachment 3). The Soccer Stars Agreement includes a three-year term and a $200,000 not to exceed compensation amount.
205
Staff recommends awarding the proposed Flag Football Program Services Agreement to South County Friday Night Lights (“SCFNL”) to commence on July 19, 2025 (“FNL Agreement”) (Attachment 4). The FNL Agreement includes a three-year term. Exhibit “C” (entitled “Compensation”) of the proposed FNL Agreement specifies the City shall receive 30% of the registration fee revenue collected by SCFNL. According to previous data on flag football programing, SCFNL is projected to transmit approximately $600,000 to the City over the term of the proposed Agreement.
BACKGROUND:
The Community Services Division utilizes contracted instructors to offer recreational classes for the community. The City enters into a Recreation Class Instructor Contract Agreement (“Contract Class Agreement”) with independent instructors. These agreements stipulate that the City will be responsible for advertising the classes to the community, managing registration for the class, and hosting the class at City facilities. Unlike the City’s typical service agreements that include defined compensation rates, contract class compensation is determined by the number of registered participants and the registration fee, which then is split through a 70/30 formula. Under the 70/30 formula, contractors receive 70% of all program registration revenue, while the City receives the remaining 30%.
As part of the Guidelines updated and approved by the City Council on March 15, 2022, staff utilize a formal procurement process for Recreation Vendors and Contract Instructors. The process was developed to create an open and fair approach to all potential providers of service, as well as to provide the option to enter into multi-year agreements. It also established a workflow process for agreements based on the projected compensation to the vendor, as seen in Figure 1 below.
206
Figure 1: Recreation Vendor and Contract Instructor Procurement Types and Process
If it is anticipated that the total compensation to the vendor will exceed $10,000 per season, a Recreation and Contract Instructors procurement process must take place. This includes publicly posting the opportunity and conducting subsequent interviews, if necessary. Should compensation exceed $50,000 over the term of the agreement, the City Council must approve the agreement .
The City has offered youth soccer programming to the community since 2015 and youth flag football since 2018. Based on past figures, the amount of revenue generated for soccer and football programming exceeded $50,000 for the term of the agreement. Therefore, staff completed the procurement process outlined in Figure 1 above for youth flag football and youth soccer programming at the Lake Forest Sports Park.
DISCUSSION:
Following the process outlined in the Guidelines, staff began requesting applications from organizations beginning April 17, 2025. Staff posted the 207
opportunity to offer youth soccer and flag football programs on the City’s website with a link to the Scope of Work (Attachment 1) and the Contract Class Proposal Application (Attachment 2). The opportunity was posted for a period of two weeks and advertised on the City’s social media accounts. At the end of the two-week period, five applications were received for flag football: HOKALI, MVP Flag Football, MVP360, Rising Stars, and SCFNL. There were four applications received for soccer: Legacy, MVP360, Prospect, and Soccer Stars of OC.
The Selection Committee was composed of the following staff who reviewed the applications and held interviews on May 28 and May 29, 2025:
• Sean McGovern, Deputy City Manager
• Laura Hunter, Recreation Manager
• Justin Kirk, Street Maintenance Administrator
• Bill Barry, Senior Recreation Supervisor
• Ariela Corral, Recreation Supervisor
• Ken Sipes, Recreation Supervisor
The committee rated the Soccer Stars of OC with the highest scores based on experience, organization of the program, and reputation within the community.
Soccer Stars of OC offers youth soccer programming while teaching social skills in a group setting at all age and skill levels. The classes are held for children ages 1 through 7 years old. Due to the program offerings and reputation, Soccer Stars of OC classes are extremely popular in Lake Forest.
Staff recommend awarding the proposed Soccer Stars Agreement with a three- year term and a $200,000 compensation amount, effective September 1, 2025 (Attachment 3). Under the Soccer Stars Agreement, program participants are required to register and pay a fee to participate in the programming provided by Soccer Stars of OC. Soccer Stars of OC would receive 70% of the revenue generated from program while the City would receive the remaining 30%. Based on historical review of soccer related programming, it is estimated that Soccer Stars of OC will receive approximately $200,000 in compensation over the term of the proposed Soccer Stars Agreement.
Following the interviews, the committee concluded that the organization best suited to provide youth flag football programming to the Lake Forest community was SCFNL. SCFNL was rated higher than the other proposals based on the professionalism communicated, the organization of the league coordinator, the passion to provide the program in the Lake Forest community,. SCFNL is a reputable football organization for grades 1 through 8 and hosts three seasons per calendar year. It also incorporates a girls flag football league. 208
Normally, all registration fees for recreation contract classes are collected by the City. The City then pays 70% of registration fees collected to the vendor and retains 30%. However, SCFNL has a unique registration software for its program that assists with generating game schedules, team rosters, and communication with registrants. Therefore, SCFNL has requested to utilize its own software and manage registrations; SCFNL will provide participant registration information to the City. Other cities, such as City of Mission Viejo, allow for this form of registration directly with its football vendor. This has already been a successful practice throughout the previous agreements with SCFNL. Staff supports continuing this registration process, whereby SCFNL pays the City 30% of the registration collected no more than 30 days following the start of the season. As a result, the City does not make any payments to SCFNL and only collects revenue owed. Per section 3.4 Accounting Records, the City may inspect all work, data, documents, proceedings, and activities related to the Agreement for 3 years from the date of final payment.
Staff recommends awarding the proposed FNL Agreement to commence on July 19, 2025 (“FNL Agreement”). The FNL Agreement includes a three-year term (Attachment 4). Exhibit “C” (entitled “Compensation”) of the proposed FNL Agreement specifies the City shall receive 30% of the registration fee revenue collected. According to previous data on flag football programing, SCFNL is projected to transmit approximately $600,000 to the City over the term of the proposed FNL Agreement.
Following the City’s formal procurement process for contract recreation vendors, staff recommends the City Council approve the proposed three-year Soccer Stars Agreement and the proposed three-year FNL Agreement. The Management Services Department prepared these contract documents, and the City’s Attorney’s Office reviewed and approved these as to form.
FISCAL IMPACT:
Approval of the recommended action will result in an estimated net revenue for the City of $60,000 from Soccer Stars of OC and $600,000 from South County Friday Night Lights over the term of the two proposed agreements, dependent on the level of registration. The 2025-2027 Operating Budget includes sufficient funding to support any associated City costs.
ATTACHMENTS:
1. Recreation and Contract Instructor Guide
2. Contract Class Proposal Application
3. Recreation and Contract Instructor Agreement with Soccer Stars of OC 209
4. Recreation and Contract Instructor Agreement with South County Friday Night Lights
Initiated By: Laura Hunter, Recreation Manager
Submitted By: Laura Hunter, Recreation Manager
Approved By: Debra Rose, City Manager
210
ATTACHMENT 1
211
CITY OF LAKE FOREST
RECREATION & CONTRACT INSTRUCTOR
GUIDE AND APPLICATION PACKET
212
Contract Classes
The City of Lake Forest provides recreation activities
to its residents through the Community Services
Division. In order to provide a wide array of classes, the City partners with independent contractors, each
specializing in skillsets not offered directly by the City.
The City’s annual class calendar breaks down into
four seasons:
• Summer (June, July, August)
• Fall (September, October, November)
• Winter (December, January, February)
• Spring (March, April, May)
A
ll classes must start and end within the scheduled
session dates.
1 213
The arrangement for class instructors is that of an Independent Contractor with the City of Lake Forest. The payment percentage split is 70/30, with 70% of registration collected paid to the Instructors and the remaining 30% retained by the City. The City provides a facility, creates and distributes promotional materials, and processes registration and fee collection. Full session fees must be paid at time of registration. Instructors may not offer any special rates or fees, nor may they accept any registrations or payments*.
The marketing of courses consists of quarterly distribution in the Leaflet brochure, various flyers, ads, and press releases. Any outside marketing of courses must have the approval of the City.
Contract instructors are independent and not employees of the City. While not employed by the City, contract instructors are expected to act in a professional manner, and to abide by the rules of the City and its facilities. The City reserves the right to terminate an agreement at any time. *Payments are collected through ActiveNet, unless otherwise specified as part of an agreement by the City Manager or his/her designee.
2 Contract Instructor
214
Contract Class Proposal
and Applications
The Recreation and Contract Instructor Guide and Application Packet is available year- round on the City’s website. Contract instructors are welcomed and encouraged to complete an application to be considered for programming. For review, completed applications must be submitted to [email protected] .
Applications will be reviewed on an on-going basis. If necessary, follow-up interviews may be scheduled by staff. It is important to note that programming decisions are made two seasons in advance of the program season, for scheduling purposes and inclusion of program information in the City’s quarterly publication, The Leaflet.
Staff will review applications and make selections based on several factors including popularity, type of class, and availability of instructor and facilities. Final programming decisions will be made no later than the first week of the season prior. 3 215
The Leaflet
4 The City publishes a quarterly publication, The
Leaflet, advertising all class offerings. The Leaflet
is distributed to over 35,000 homes each year.
Instructors are responsible for providing the
following information for publication:
• Description of the class
• Special instructions (if applicable)
• Material fees
• Required supplies
216
Contract Instructor Responsibilities
Instructors submit a
complete application,
including:
• Contact information
• Program details and
des
cription
• Preferred dates, times,
l
ocations
• Acknowledgement of
r
equired documentation,
upon selection
If selected, contract
instructors will be required to
provide:
• Proof of General Liability Insurance
• Live Scan clearance
• Class layout
• Other required documentation
5 217
Class Requirements
Instructors are to include the minimum and maximum number of participants allowable per session. To limit the number of cancelled classes, the City reserves the right to not approve applications that have the minimum number of participants set too high. The minimum for first time classes, should be set low (e.g., 5 participants) in order to establish the course.
In the event the minimum number of participants is not met by the second meeting of the class, the class may be cancelled. In the event the class is cancelled, the Instructor will be under no obligation to provide instruction services and City will be under no obligation to pay Instructor.
If a class is advertised in two brochures, spanning two separated seasons, and registration minimums are not met within each period, the class will be cancelled and will not be readvertised in The Leaflet.
Classes will not be offered on City observed holidays (refer to City’s website for exact dates). 6 218
Contract Instructor
Agreements
Upon selection, the City will enter into a
mutual agreement with the Instructor.
Contracts will be created for a term of a
minimum of 3 months up to 1 year. Class
instructors may not hold classes until an
agreement has been signed and executed.
7 219
Rosters &
Enrollment
Instructors are responsible for verifying the identity
and registration of all class attendees. If an
attendee is not registered, they must do so prior to
participation.
Class rosters may only be used for attendance
records and may not be utilized for business
promotion or marketing purposes, unless initiated by
the City of Lake Forest.
Seven days prior to the start of a course, instructors
may either check registration through the ActiveNet
Instructor Portal or may contact the Recreation
Supervisor for assistance. If minimum attendance
requirements are not met by this time, the City will
provide registrants with a cancellation notice.
8 220
Cancellations, Absences, Make-Up
Classes, and Observation
The Instructor shall show up to the first class unless the Instructor cancels class one (1) week prior to class start date. If class is cancelled two (2) times in a row, the class will not be rescheduled until public demand has increased and as determined by the Community Services Division.
Instructors shall obtain permission from the Community Services Division at least one (1) week prior to any absence of the Instructor from the class. The Instructor will contact class participants when cancelling a Class. The Instructor is urged to arrange for a substitute in the event of missed classes.
Make up classes may be offered if the cancellation is caused by unforeseen circumstances, and if the City has approved a make up date and has available facilities to accommodate. Make up classes may be added to the end of the session, as long as they do not interfere with other programming. If make up classes are not scheduled, fees for the class may be refunded or a credit may be issued.
The City of Lake Forest, its officers, agents, and employees may observe classes, with or without notice. The City has priority use of its facilities and changes to pre-approved scheduling may not be feasible.
9 221
Fees and Compensation
Class instructors will receive 70% of the registration fees collected, with the City retaining 30%. Upon completion of the class, and submission of all rosters, the City will process payment.
The 30% retained by the City covers facility use and maintenance, inclusion of program details in The Leaflet, staff support, and other costs.
Instructors shall submit a W-9 form prior to the class session for compensation. The City will submit a request for payment upon conclusion of the last class. The Instructor shall be paid an amount equal to 70% of the total enrollment fees collected by the City for the class. Instructor payments will be mailed to the address on file within thirty (30) working days after the payment request has been submitted.
10 222
Refunds
A full refund, less the 3% credit card fee, will be
given for any activity cancelled by the City of Lake
Forest. The 3% credit card fee is non-refundable.
Refunds will not be issued for any portion of a
contract class after the second meeting of the
class has taken place. If a refund is requested
prior to the second meeting of class, a refund will
be issued, less a $10 administration fee.
For classes with a fee of $10 or less per
participant, refunds will not be issued, unless the
cancellation is initiated by the City.
Registrations are non-transferable*.
*Some exceptions may apply. See staff for additional details. 11 223
Logistics
• Classroom Layout
• Instructors must provide a classroom set-up des cription of all tables, chairs, and equipment needed for the class, no later than 2 weeks prior to start. Equipment available for use is as follows:
• Tables (6ft.)
• Chairs
• Sound system and microphone (s)
• TV and projector
• Trash receptacles
• Wi-Fi
• Materials Fee / Supply List
• Instructors may charge a nominal material fee, in addition to class r
egistration fees. The fee must be justified with receipts and the instructor is responsible for collection of this fee.
12 224
Registration and Waivers
The City of Lake Forest processes registration for contract classes through the ActiveNet system. Use of any other registration system must be pre-approved as part of an
agreement. All participants must register and have signed a waiver prior to participation. For youth classes, the participant’s parent or guardian must sign the waiver.
13 225
Insurance and Liability
Class instructors are independent contractors; therefore, they must provide proof of insurance. Public liability and accident insurance ($1,000,000 minimum), naming the City of Lake Forest, its officials, employees, agents, and volunteers as additional insureds, must be provided to the City no later than one week following application submission.
Classes that are considered higher risk, as determined by the City’s Risk Management Department, will require higher or additional coverage.
Instructors may obtain sufficient insurance from a brokerage of their choosing or may purchase from the City.
See staff for additional information.
14 226
Safety
The safety of the Lake Forest community is of the utmost importance. In order to provide a fun and safe environment, the following information must be acknowledged and followed by Instructors:
Supervision of Youth Classes and Camps
• Instructors must ensure children are supervised at all times. Children are not be to left unsupervised, nor are they allowed t
o roam or wander around the facilities, including for restroom breaks. Children are not to be dismissed until a parent/guardian arrives for pick-up. Instructors are not permitted to leave the premises until all children have been released to their parent/guardian. If additional assistance is needed, contact the Recreation Supervisor.
Accident/Incident Reports
• Should an accident or injury occur, contact City staff immediately. Accident/Incident reports are completed by staff and m
ust be completed within 24 hours of occurrence.
Release of Accident Information
• Should an accident or injury occur, Instructors are not to give any information to any person, except for the R
ecreation Supervisor, Recreation Manager, or Community Services Director.
General Safety Guidelines
• As an extension of the City of Lake Forest, Instructors must provide a safe environment for contract class p
articipants, staff, and all other facility visitors. Instructors are expected to use good judgement and to encourage participants to follow safety guidelines.
Liability
• Both Instructors and the City of Lake Forest may be held liable for accidents, injuries to people or property damage r
esulting from negligence. Please exercise caution and safety in all activities. 15 227
General Rules and
Guidelines
16 Instructors must read, acknowledge, and abide by the following policies:
• Live Scan
• *Fees paid at Instructor’s expense. Clear results must be r
eceived by the City prior to class instruction. Any person teaching a class, with registrants 18 and under, (including substitutes) must meet this requirement.
• Mandated Reporting
• Haras
sment Policy
• Videos and Recording Sur veillance
All activities provided by Contract Instructors, at both City-owned and privately-owned facilities, must abide by all rules and regulations of the City.
228
ATTACHMENT 2
229
Contract Class Proposal Application
Instructor Name:
Address:
Phone Number
Yes No
Home:
Other:
May we give this phone number to the public?
Email Address:
Information listed below represents a class and schedule I am submitting for consideration by the City of Lake Forest Community Services Division.
Date:Signature:
Proposed Course Title:
Course Description:
Ages:
Number of days per week:
Number of weeks:
Date:
to
Day(s):
Time(s):
Proposed Fee:
Material Fee (If Any):
Class Minimum:
Class Maximum:
Note: Class minimums may not exceed five (5) participants. Please price accordingly. 230
Contract Class Proposal Application
The Recreation and Contract Instructor Guide and Application Packet is available year-round on the City’s website. Contract instructors are welcomed and encouraged to complete an application to be considered for programming. For review, completed applications must be submitted to [email protected].
Applications will be reviewed on an on-going basis. If necessary, follow up interviews may be scheduled by staff. It is important to note that programming decisions are made two seasons in advance of the program season, for scheduling purposes and inclusion of program information in the City’s quarterly publication, The Leaflet.
Staff will review applications and make selections based on several factors including popularity, type of class, and availability of instructor and facilities. Final programming decisions will be made no later than the first week of the season prior.
The City publishes a quarterly publication, The Leaflet, advertising all class offerings. The Leaflet is distributed to over 35,000 homes each year. Instructors are responsible for providing the following information for publication:
• Description of the class
• Special instructions (if applicable)
• Material fees
• Required supplies
Recreation and Contract Instructors are required to review the Recreation and Contract Instructor Guide and Application Packet, and acknowledge its procedures and requirements. Initial below, where applicable.
Live Scan Harassment Policy Mandated Reporting Videos and Recording Surveillance This application, the applicable policies, insurance, and all other requirements are due to the Community Services division.
Additional requirements are due within one week of application submission.
The arrangement for class Instructors is that of an Independent Contractor with the City of Lake Forest. The payment percentage split is 70/30, with 70% of registration collected paid to the Instructors and the remaining 30% retained by the City.
The City provides a facility, creates and distributes promotional materials, and processes registration and fee collection. Full session fees must be paid at time of registration. Instructors may not offer any special rates or fees, nor may they accept any registrations or payments. Payments are collected through Active Net, unless otherwise specified as part of an agreement, approved by the City Manager or his/her designee.
The marketing of courses consists of quarterly distribution of The Leaflet brochure, various flyers, ads, and press releases. Any outside marketing of courses must have the approval of the City.
Contract instructors are independent and not employees of the City. While not employed by the City, contract instructors are expected to act in a professional manner, and to abide by the rules of the City and its facilities. The City reserves the right to terminate an agreement at any time.
The City of Lake Forest provides recreation activities to its residents through the Community Services Division. In order to provide a wide array of classes, the City partners with independent contractors, each specializing in skillsets not offered directly by the City.
The City’s annual class calendar breaks down into four seasons:
Summer (June, July, August)
Fall (September, October, November)
Winter (December, January, February)
Spring (March, April, May)
All classes must start and end within the scheduled session dates. 231
ATTACHMENT 3
232
YOUTH SOCCER PROGRAM SERVICES
(2025-045)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 233
City of Lake Forest
Sports Program Services Agreement
Youth Soccer Program Services
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "A" SCOPE OF SERVICES ................................ ...........................
VI. EXHIBIT "B" - PROGRAM SCHEDULE AND TERMS ................................ .
VII. EXHIBIT "C" - COMPENSATION ................................ ..............................
VIII. EXHIBIT "D" - INSURANCE REQUIREMENTS ................................ ...........
Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 234
Title: Youth Soccer Program Services
3 1. PARTIES AND DATE.
This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and 425 Ventures, LLC dba Soccer Stars of South OC, a CaliforniaLimited Liability Company (LLC), with its principal place of business at 387 Catalina Shore Dr., Costa Mesa, CA 92627 (“Contractor”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”
Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 235
Title: Youth Soccer Program Services
4 2. RECITALS.
2.1. Contractor.
Contractor desires to perform and assume responsibility for the provision of certain sports instruction and program services required by the City on the terms and conditions set forth in this Agreement. Contractor represents that it is experienced in providing these services to public clients, is licensed in the State of California, and is familiar with the plans of City.
Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 236
Title: Youth Soccer Program Services
5 3. TERMS.
3.1. Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately provide the sports program and instruction services necessary for the Program ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations..
3.1.2 Term. The term of this Agreement shall be from September 1, 2025 to August 31, 2028, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2. Responsibilities of Contractor.
3.2.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Contractor or under its supervision. Contractor will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Contractor on an independent contractor basis and not as an employee. Contractor retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Contractor shall also not be employees of City and shall at all times be under Contractor's exclusive direction and control. Neither City, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Contractor or any of Contractor's officers, employees, or agents, except as set forth in this Agreement. Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.
3.2.2 Program Schedule of Services. Contractor shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Contractor represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Contractor's conformance with the Schedule, City shall respond to Contractor's submittals in a timely manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Contractor shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Contractor has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 237
Title: Youth Soccer Program Services
6 upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Program or a threat to the safety of persons or property, shall be promptly removed from the Program by the Contractor at the request of the City. The key personnel for performance of this Agreement are as follows: Daniel Simon, President.
3.2.5 City's Representative. The City hereby designates Sean McGovern, Deputy City Manager, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Work or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the Scope of Work or change the Contractor's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Contractor shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.
3.2.6 Contractor's Representative. Contractor hereby designates Daniel Simon, President, or his/her designee, to act as its representative for the performance of this Agreement ("Contractor's Representative"). Contractor's Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Contractor agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the professional calling necessary to perform the Services. Contractor warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor's failure to comply with the standard of care provided for herein. Any employee of the Contractor or its sub-Contractors who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Program, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 238
Title: Youth Soccer Program Services
7 promptly removed from the Project by the Contractor and shall not be re employed to perform any of the Services or to work on the Program.
3.2.9 Laws and Regulations. Contractor shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Program or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for all violations of such laws and regulations in connection with Services. If Contractor performs any work knowing it to be contrary to such laws, rules and regulations, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall defend, indemnify and hold City, its officials, directors, officers, employees, agents, and volunteers free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.10 Safety. Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.
3.2.11 Insurance. Contractor agrees to procure and maintain, at Contractor's expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Contractor shall require all subcontractors to carry the same policies and limits of insurance that the Contractor is required to maintain, unless otherwise approved in writing by the City.
3.3. Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation for Services rendered under this Agreement in the form of program revenue as set forth in Exhibit "C" and City shall receive compensation from Contractor in the manner set forth in Exhibit "C" attached hereto and incorporated herein by reference. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3.2 Reimbursement for Expenses. Contractor shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.
3.3.3 Extra Work. At any time during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Program, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Contractor shall not perform, nor be compensated for, Extra Work without written authorization from the City.
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8 3.4. Accounting Records.
3.4.1 Maintenance and Inspection. Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.5. General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished Documents and Data and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request.
3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.5.1.4 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: 425 Ventures, LLC dba Soccer Stars of South OC 387 Catalina Shore Dr.
Costa Mesa, CA 92627
ATTN: Daniel Simon, President
City: City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
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9 3.5.2 Ownership of Materials and Confidentiality.
3.5.2.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Contractor or provided to Contractor by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk.
3.5.2.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor. Such materials shall not, without the prior written consent of City, be used by Contractor for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Program. Nothing furnished to Contractor which is otherwise known to Contractor or is generally known, or has become known, to the related industry shall be deemed confidential. Contractor shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Program in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.5.2.3 Confidential Information. The City shall refrain from releasing Contractor's proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Contractor of its intention to release Proprietary Information. Contractor shall have five (5) working days after receipt of the Release Notice to give City written notice of Contractor's objection to the City's release of Proprietary Information. Contractor shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: (1) Contractor fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non- appealable order by a court of competent jurisdiction requires that City release such information.
3.5.3 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.
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10 3.5.4 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action.
3.5.5 Indemnification.
To the fullest extent permitted by law, Contractor shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Contractor, its officials, officers, employees, subcontractors, Contractor or agents in connection with the performance of the Contractor's Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorneys fees and other related costs and expenses. Contractor's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Contractor or the City, its officials, officers, employees, agents or volunteers.
If Contractor's obligation to defend, indemnify, and/or hold harmless arises out of Contractor's performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Contractor's indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction, Contractor's liability for such claim, including the cost to defend, shall not exceed the Contractor's proportionate percentage of fault.
3.5.6 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.
3.5.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.
3.5.8 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.5.9 City's Right to Employ Other Contractors. City reserves right to employ other Contractors in connection with this Project.
3.5.10 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.
3.5.11 Assignment or Transfer. Contractor shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.
3.5.12 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 242
Title: Youth Soccer Program Services
11 or period for performance shall be deemed calendar days and not work days. All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.5.13 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.5.14 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.5.15 No Third-Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3.5.16 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.5.17 Prohibited Interests. Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.5.18 Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Contractor shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.5.19 Labor Certification. By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.
3.5.20 Authority to Enter Agreement. Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 243
Title: Youth Soccer Program Services
12 individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3.5.21 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.6. Subcontracting.
3.6.1 Prior Approval Required. Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
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Title: Youth Soccer Program Services
13 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST 425 Ventures, LLC dba Soccer Stars of South OC
By: [AUTHORIZED CITY SIGNATURE]
Scott Voigts
Mayor
By: [VENDOR SIGNATURE 1]
Daniel Simon
President
ATTEST:
By: [CITY CLERK SIGNATURE]
Thy Merritt
Acting City Clerk
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
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Title: Youth Soccer Program Services
14 5. EXHIBIT "A" SCOPE OF SERVICES
5.1. EXHIBIT "A" SCOPE OF SERVICES
Contractor shall provide the services set forth herein to operate and implement the Lake Forest Youth Soccer Programs.
A. Programming:
1. The City’s Youth Soccer Program shall operate four (4) seasons per year. The Fall season may run anytime during the months of August through November, Winter during December through February, Spring will be March through May and Summer is June through August.
2. Specific commencement dates will be determined and provided to City, no less than three (3) months prior to the scheduled start date of each season.
3. Each season will consist of a minimum of four (4) weeks of programming, which can be offered any day of the week.
B. Location Availability:
1. Available location for Soccer Programs is at the Lake Forest Sports Park and Baker Ranch Community Park.
See additional services and program details on following pages. *Registration fees listed herin are subject to change each session. Contractor to provide City with current registration fees prior to the commencement of each program.
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15 6. EXHIBIT "B" - PROGRAM SCHEDULE AND TERMS
6.1. EXHIBIT "B" - PROGRAM SCHEDULE AND TERMS
Contractor shall perform the work and adhere to the program schedule as described in the above referenced Exhibit “A” Scope of Services at the direction of the City and in accordance with the following specific program terms:
Facility: Unless otherwise agreed upon by the parties, the City will provide and maintain a facility for the Program without charging Contractor any rental fees for the use of the facility. The City will be responsible for reserving location/field space, based on registration.
Publicity: The City will provide publicity relating to the instruction of the Program in the quarterly recreation brochure published four (4) four times each year, as applicable.
Instruction: Contractor shall provide employees or agents (“Employee(s)”) to instruct the Program.
Contractor’s Employees agree to use his/her best efforts to properly instruct the Program in accordance with the Contractor’s Program description, as described on Contractor’s program application. Contractor is responsible for determining the method and manner of instruction.
Minimum Participants: Contractor shall determine the minimum number of participants required for instruction in the Program. In the event that the minimum number of participants is not realized by the second meeting of the Program, the Program may be canceled. In the event the Program is canceled, the Contractor will be under no obligation to provide instruction services and City will be under no obligation to pay Contractor. If the minimum number is met or exceeded, the Program will be held as scheduled (regardless if any of the initial participants terminate). If the demand is such that it is deemed necessary to institute an additional Program, it shall be taken under consideration and negotiated by the City and Contractor.
Staff Cooperation: Contractor shall at all times cooperate with the Community Services Division staff to ensure that the instruction of the Program conforms to the requirements of this Agreement. City Property. Contractor, on behalf of itself and its employees, agrees to use due care to properly secure and prevent theft of all property belonging to the City and its Community Services Division.
Discipline. Contractor, on behalf of itself and its Employees, agrees to use due care to ensure the orderly and disciplined conduct of all participants in the Program and to supervise the conduct of the participants and participants’ children. Children shall not run through City building or be unattended in facility at any time.
Absences: Contractor shall obtain permission of the Community Services Division at least one (1) week prior to any absence of an Contractor Employee from the Program. Contractor will contact Program participants when canceling a Program. The Contractor is urged to arrange for a substitute in the event of missed Programs.
Supplies and Equipment: Contractor shall acquire, provide, repair, and maintain at Contractor’s own Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 247
Title: Youth Soccer Program Services
16 expense such supplies, equipment and additional personnel as deemed necessary for personal use in performing the service under this Agreement.
Cancellations: Contractor’s Employee(s) who are assigned to a Program shall show up at first Program unless Contractor cancels Program one (1) week prior to Program start date. If Program is canceled two (2) times in a row, the Program will not be rescheduled until public demand has increased and as determined by the Community Services Division.
Contact Information: Contractor shall notify Community Services Division of the Contractor’s address change or telephone number change immediately.
Background Checks: Contractor, all Contractor’s Employees and their employees, or agreed upon substitute personnel who will be working with persons of 18 years of age or under as part of the services to be provided pursuant to this Agreement shall be required to pass a criminal background investigation prior to performing such services.
Contractor, all Contractor’s Employees and their employees, or agreed upon substitute personnel agrees to submit to a criminal background check conducted by the City or City’s designee at Contractor’s sole cost and expense, payable in advance. At the City’s absolute and sole discretion, the City may prohibit any person who does not pass the criminal background check required hereunder from working with any person 18 years of age or under unless and until the City receives clearance from the Department of Justice.
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17 7. EXHIBIT "C" - COMPENSATION
7.1. EXHIBIT "C" - COMPENSATION
Contractor shall receive compensation for services rendered in accordance with Section 3.3. of the Agreement in the manner set forth below:
Contractor shall submit an IRS W-9 form to the City each year before the program commences along with the current program registration fees. The City will submit a request for payment to the City finance department within thirty (30) working days from the ending date of the Program. Contractor shall receive compensation equal to 70% of the total revenue of the Program at the conclusion of each Program for a total not to exceed amount of ($200,000.00) offer the term of the agreement. Instructor payment will be mailed to the address noted in Section 3.5.1.4 within thirty (30) working days after the payment request has been submitted.
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18 8. EXHIBIT "D" - INSURANCE REQUIREMENTS
8.1. EXHIBIT "D" - INSURANCE REQUIREMENTS
1.1.1 Time for Compliance. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.
1.1.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agreement, the Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so. (A) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occurrence" form CG 0001, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement.
(B) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering "Any Auto" (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $1,000,000 combined limit for each occurrence.
(C) Workers’ Compensation: Workers' Compensation Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.
(D) Professional Liability (Errors & Omissions): Professional Liability insurance or Errors & Omissions insurance appropriate to Consultant’s profession with limits of not less than $1,000,000. Covered professional services shall specifically include all work to be performed under the Agreement and delete any exclusions that may potentially affect the work to be performed (for example, any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks, laboratory analysis, soil work, etc.). If coverage is written on a claims-made basis, the retroactive date shall precede the effective date of the initial Agreement and continuous coverage will be maintained or an extended reporting period will be exercised for a period of at least three (3) years from termination or expiration of this Agreement.
1.1.3 Insurance Endorsements. Required insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:
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19 (A) Commercial General Liability:
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement.
Additional Insured Endorsements shall not (1) be restricted to "ongoing operations"; (2) exclude "contractual liability"; (3) restrict coverage to "sole" liability of Consultant; or (4) contain any other exclusions contrary to the terms or purposes of this Agreement. For all policies of Commercial General Liability insurance, Consultant shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37 10 01 (or endorsements providing the exact same coverage) to effectuate this requirement. (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (C) Professional Liability (Errors & Omissions):
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Contractual Liability Exclusion Deleted: This insurance shall include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.
(D) Workers’ Compensation:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.
1.1.4 Primary and Non-Contributing Insurance. All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self- insurance maintained by the City, its officials, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
1.1.5 Waiver of Subrogation. All policies of Commercial General Liability and Automobile Liability insurance shall contain or be endorsed to waive subrogation against the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 251
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20 loss. Consultant hereby waives its own right of recovery against the City, its officials, officers, employees, agents, and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
1.1.6 Deductibles and Self-Insured Retentions. Any deductible or self-insured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents, and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self-insured retention.
1.1.7 Evidence of Insurance. The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.
1.1.8 Failure to Maintain Coverage. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement effective upon notice.
1.1.9 Acceptability of Insurers. Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
1.1.10 Enforcement of Contract Provisions (non estoppel). Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligation on the City nor does it waive any rights hereunder.
1.1.11 Requirements Not Limiting. Requirement of specific coverage or minimum limits contained in this Appendix are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance.
1.1.12 Insurance for Subconsultants. Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 252
Title: Youth Soccer Program Services
21 officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.
Docusign Envelope ID: 695CF93A-BFEF-43DA-BD4F-BAD2AE881041 253
ATTACHMENT 3
254
ATTACHMENT 4
255
YOUTH FLAG FOOTBALL PROGRAM SERVICES
(2025-044)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 256
City of Lake Forest
Sports Program Services Agreement
Youth Flag Football Program Services
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "A" SCOPE OF SERVICES ................................ ...........................
VI. EXHIBIT "B" - PROGRAM SCHEDULE AND TERMS ................................ .
VII. EXHIBIT "C" - COMPENSATION ................................ ..............................
VIII. EXHIBIT "D" - INSURANCE REQUIREMENTS ................................ ...........
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 257
Title: Youth Flag Football Program Services
3 1. PARTIES AND DATE.
This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and Orange County Youth Sports Foundation dba South Orange County Friday Night Lights, a CaliforniaLimited Liability Company (LLC), with its principal place of business at 3 Bellflower St, Ladera Ranch, CA 92694 (“Contractor”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 258
Title: Youth Flag Football Program Services
4 2. RECITALS.
2.1. Contractor.
Contractor desires to perform and assume responsibility for the provision of certain sports instruction and program services required by the City on the terms and conditions set forth in this Agreement. Contractor represents that it is experienced in providing these services to public clients, is licensed in the State of California, and is familiar with the plans of City.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 259
Title: Youth Flag Football Program Services
5 3. TERMS.
3.1. Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately provide the sports program and instruction services necessary for the Program ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations..
3.1.2 Term. The term of this Agreement shall be from July 19, 2025 to July 18, 2028, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2. Responsibilities of Contractor.
3.2.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Contractor or under its supervision. Contractor will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Contractor on an independent contractor basis and not as an employee. Contractor retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Contractor shall also not be employees of City and shall at all times be under Contractor's exclusive direction and control. Neither City, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Contractor or any of Contractor's officers, employees, or agents, except as set forth in this Agreement. Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.
3.2.2 Program Schedule of Services. Contractor shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Contractor represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Contractor's conformance with the Schedule, City shall respond to Contractor's submittals in a timely manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Contractor shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Contractor has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 260
Title: Youth Flag Football Program Services
6 upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Program or a threat to the safety of persons or property, shall be promptly removed from the Program by the Contractor at the request of the City. The key personnel for performance of this Agreement are as follows: Keith Marsicola, President.
3.2.5 City's Representative. The City hereby designates Sean McGovern, Deputy City Manager, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Work or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the Scope of Work or change the Contractor's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Contractor shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.
3.2.6 Contractor's Representative. Contractor hereby designates Keith Marsicola, President, or his/her designee, to act as its representative for the performance of this Agreement ("Contractor's Representative"). Contractor's Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.
3.2.7 Coordination of Services. Contractor agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the professional calling necessary to perform the Services. Contractor warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor's failure to comply with the standard of care provided for herein. Any employee of the Contractor or its sub-Contractors who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Program, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 261
Title: Youth Flag Football Program Services
7 promptly removed from the Project by the Contractor and shall not be re employed to perform any of the Services or to work on the Program.
3.2.9 Laws and Regulations. Contractor shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Program or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for all violations of such laws and regulations in connection with Services. If Contractor performs any work knowing it to be contrary to such laws, rules and regulations, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall defend, indemnify and hold City, its officials, directors, officers, employees, agents, and volunteers free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.
3.2.10 Safety. Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.
3.2.11 Insurance. Contractor agrees to procure and maintain, at Contractor's expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Contractor shall require all subcontractors to carry the same policies and limits of insurance that the Contractor is required to maintain, unless otherwise approved in writing by the City.
3.3. Fees and Payments.
3.3.1 Compensation. Contractor shall receive compensation for Services rendered under this Agreement in the form of program revenue as set forth in Exhibit "C" and City shall receive compensation from Contractor in the manner set forth in Exhibit "C" attached hereto and incorporated herein by reference. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3.2 Reimbursement for Expenses. Contractor shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.
3.3.3 Extra Work. At any time during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Program, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Contractor shall not perform, nor be compensated for, Extra Work without written authorization from the City.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 262
Title: Youth Flag Football Program Services
8 3.4. Accounting Records.
3.4.1 Maintenance and Inspection. Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.5. General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished Documents and Data and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request.
3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.5.1.4 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: Orange County Youth Sports Foundation dba South Orange County Friday Night Lights
3 Bellflower St
Ladera Ranch, CA 92694
ATTN: Keith Marsicola, President
City: City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 263
Title: Youth Flag Football Program Services
9 address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.5.2 Ownership of Materials and Confidentiality.
3.5.2.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement ("Documents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Contractor or provided to Contractor by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk.
3.5.2.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor. Such materials shall not, without the prior written consent of City, be used by Contractor for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Program. Nothing furnished to Contractor which is otherwise known to Contractor or is generally known, or has become known, to the related industry shall be deemed confidential. Contractor shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Program in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.5.2.3 Confidential Information. The City shall refrain from releasing Contractor's proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Contractor of its intention to release Proprietary Information. Contractor shall have five (5) working days after receipt of the Release Notice to give City written notice of Contractor's objection to the City's release of Proprietary Information. Contractor shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: (1) Contractor fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non- appealable order by a court of competent jurisdiction requires that City release such information.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 264
Title: Youth Flag Football Program Services
10 3.5.3 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.4 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all other costs of such action.
3.5.5 Indemnification.
To the fullest extent permitted by law, Contractor shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Contractor, its officials, officers, employees, subcontractors, Contractor or agents in connection with the performance of the Contractor's Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorneys fees and other related costs and expenses. Contractor's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Contractor or the City, its officials, officers, employees, agents or volunteers.
If Contractor's obligation to defend, indemnify, and/or hold harmless arises out of Contractor's performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Contractor's indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, and, upon Contractor obtaining a final adjudication by a court of competent jurisdiction, Contractor's liability for such claim, including the cost to defend, shall not exceed the Contractor's proportionate percentage of fault.
3.5.6 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.
3.5.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.
3.5.8 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.5.9 City's Right to Employ Other Contractors. City reserves right to employ other Contractors in connection with this Project.
3.5.10 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.
3.5.11 Assignment or Transfer. Contractor shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 265
Title: Youth Flag Football Program Services
11 3.5.12 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.5.13 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.5.14 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.5.15 No Third-Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3.5.16 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.5.17 Prohibited Interests. Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.5.18 Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Contractor shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.5.19 Labor Certification. By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 266
Title: Youth Flag Football Program Services
12 provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.
3.5.20 Authority to Enter Agreement. Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3.5.21 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.6. Subcontracting.
3.6.1 Prior Approval Required. Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 267
Title: Youth Flag Football Program Services
13 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Orange County Youth Sports Foundation dba South Orange County Friday Night
Lights
By: [AUTHORIZED CITY SIGNATURE]
Scott Voigts
Mayor
By: [VENDOR SIGNATURE 1]
Keith Marsicola
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
Thy Merritt
Acting City Clerk
By: [VENDOR SIGNATURE 2]
Wendy Marsicola
Assistant Secretary (Corporation or LLC)
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D Wendi Wallace
________________
268
Title: Youth Flag Football Program Services
14 5. EXHIBIT "A" SCOPE OF SERVICES
5.1. EXHIBIT "A" SCOPE OF SERVICES
Contractor shall provide the services set forth herein to operate and implement the sports instruction and program services through the TBD.
A. Programming:
1. The City’s Youth Flag Football Leagues shall operate no less than three (3) seasons per year which includes an all-female youth league. The fall season may run anytime during the months of August - November, the girls’ winter league December - February, and spring season may run anytime during the months of February - June.
2. Specific commencement dates will be determined and included in the Instructor Agreement, no less than six (6) month prior to the scheduled start date of each season.
3. The season will not carry over in to the following season including playoff games. Rain-outs and make-up games will be combined within the current season.
4. Leagues game times will be determined at the discretion of the contractor, dependent on registration and number of teams, and must be provided to Community Services staff no less than 2 weeks prior to game commencement.
5. Games may start no earlier than 4:00 p.m. and may end no later than 10:00 p.m.
6. The selected vendor will be required to have a minimum play rule of at least one-half (1/2) of every league game.
B. Field Availability:
1. Available fields for Flag Football are at the Lake Forest Sports Park, in particular the back grass field area and one of the two artificial turf areas. Additional field space may be considered by Community Services staff, if deemed necessary and appropriate.
2. Practice sites are available at the Lake Forest Sports Park, as determined by Community Services staff at the beginning of the season.
See additional services and program details on following pages.
*Registration fees listed herein are subject to change each year. Contractor to provide City will current registration fees prior to the commencement of each program.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 269
Title: Youth Flag Football Program Services
15 6. EXHIBIT "B" – PROGRAM SCHEDULE AND TERMS
6.1. EXHIBIT "B" – PROGRAM SCHEDULE AND TERMS
Contractor shall perform the work and adhere to the program schedule as described in the above referenced Exhibit “A” Scope of Services at the direction of the City and in accordance with the following specific program terms:
Facility. Unless otherwise agreed upon by the parties, the City will provide and maintain a facility for the Program without charging Contractor any rental fees for the use of the facility. The City will be responsible for reserving location/field space, based on registration.
Instruction. Contractor shall provide employees or agents ("Employee(s)") to instruct the Program.
Contractor's Employees agree to use his/her best efforts to properly instruct the Program in accordance with the Contractor's Program description, as described on Contractor's program application. Contractor is responsible for determining the method and manner of instruction.
Minimum Participants. Contractor shall determine the minimum number of participants required for instruction in the Program. In the event that the minimum number of participants is not realized by the second meeting of the Program, the Program may be canceled. In the event the Program is canceled, the Contractor will be under no obligation to provide instruction services and City will be under no obligation to pay Contractor. If the minimum number is met or exceeded, the Program will be held as scheduled (regardless if any of the initial participants terminate). If the demand is such that it is deemed necessary to institute an additional Program, it shall be taken under consideration and negotiated by the City and Contractor.
Staff Cooperation. Contractor shall at all times cooperate with the Community Services Division staff to ensure that the instruction of the Program conforms to the requirements of this Agreement.
City Property. Contractor, on behalf of itself and its employees, agrees to use due care to properly secure and prevent theft of all property belonging to the City and its Community Services Division.
Discipline. Contractor, on behalf of itself and its Employees, agrees to use due care to ensure the orderly and disciplined conduct of all participants in the Program and to supervise the conduct of the participants and participants' children. Children shall not run through City building or be unattended in facility at any time.
Absences. Contractor shall obtain permission of the Community Services Division at least one (1) week prior to any absence of an Contractor Employee from the Program. Contractor will contact Program participants when canceling a Program. The Contractor is urged to arrange for a substitute in the event of missed Programs.
Supplies and Equipment. Contractor shall acquire, provide, repair, and maintain at Contractor's own expense such supplies, equipment and additional personnel as deemed necessary for personal use in performing the service under this Agreement.
Cancellations. Contractor's Employee(s) who are assigned to a Program shall show up at first Program unless Contractor cancels Program one (1) week prior to Program start date. If Program Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 270
Title: Youth Flag Football Program Services
16 is canceled two (2) times in a row, the Program will not be rescheduled until public demand has increased and as determined by the Community Services Division.
Contact Information. Contractor shall notify Community Services Division of the Contractor's address change or telephone number change immediately.
Background Checks.
Contractor, all Contractor's Employees and their employees, or agreed upon substitute personnel who will be working with persons of 18 years of age or under as part of the services to be provided pursuant to this Agreement shall be required to pass a criminal background investigation prior to performing such services.
Contractor, all Contractor's Employees and their employees, or agreed upon substitute personnel agrees to submit to a criminal background check conducted by the City or City's designee at Contractor's sole cost and expense, payable in advance. At the City's absolute and sole discretion, the City may prohibit any person who does not pass the criminal background. check required hereunder from working with any person 18 years of age or under unless and until the City receives clearance from the Department of Justice.
Additional Contractor Responsibilities. Additional Contractor responsibilities include the following:
1. Cooperating with requests from the Recreation Staff.
2. Class/Program participants will be cleared from Class/Program area by the designated end time of Class/Program.
3. If any music or sound system is used, keep the sound level down so it will not interfere with other activities going on at the facility.
4. Requests for make-up classes/programs will be scheduled through Community Services Division. Do not assume that the facility is available if the Community Services Division has not been contacted in advance.
5. Submitting class/program information on time and in the format required by the Community Services Staff.
6. Classes/Programs shall not be added after the Recreation Guide brochure has gone to print.
7. Follow the City policy regarding the restriction of the use of expandable polystyrene, commonly referred to by the trade name "Styrofoam," at all City facilities. Failure to abide by this policy may result in the termination of this Agreement.
8. Field Requests - Contractor to provide field requests thirty (30) days in advance of start of season.
9. Field Allocation Meeting - Contractor to attend field allocation meetings twice per year.
10. Practice Schedule - Contractor shall provide a cloud-based practice schedule giving City staff viewing access.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 271
Title: Youth Flag Football Program Services
17 11. Contractor shall provide an online player registration system and related software to all participants to collect all enrollment fees. Contractors shall only collect material fees that are reviewed by City. Contractor shall provide City full access to its registration system; including financial reports, rosters, and player addresses for auditing purposes.
12. Scholarship Program - contractor shall develop a scholarship program to be reviewed and approved by City staff. Scholarships should be made available to residents who are 17 years of age or younger and/or residents who are developmentally disabled (any age). Qualifying participants will receive a credit of up to $100 per child per season.
13. Fair Play- Contractor shall apply fair-play methods to divisions and team matchups within each grouping (e.g., first/second grade), acknowledging various skill levels.
14. Contractor and City may consider holding an end of season tournament with other Orange County Flag Football leagues. All terms and conditions of such tournament must be approved in writing by the City.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 272
Title: Youth Flag Football Program Services
18 7. EXHIBIT "C" - COMPENSATION
7.1. EXHIBIT "C" - COMPENSATION
Contractor shall receive compensation for services rendered in accordance with Section 3.3. of the Agreement in the manner set forth below:
Contractor shall submit an IRS W-9 form to the City each year before the program commences along with the current program registration fees. Contractor will submit payment to the City finance department, mailed to the address noted in Section 3.5.1.4 within thirty (30) working days from the beginning date of the Program. City shall receive compensation equal to 30% of the total seasonal revenue of the Program.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 273
Title: Youth Flag Football Program Services
19 8. EXHIBIT "D" - INSURANCE REQUIREMENTS
8.1. EXHIBIT "D" - INSURANCE REQUIREMENTS
1.1.1 Time for Compliance. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.
1.1.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agreement, the Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so. (A) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occurrence" form CG 0001, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement.
(B) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering "Any Auto" (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $1,000,000 combined limit for each occurrence.
(C) Workers’ Compensation: Workers' Compensation Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.
(D) Professional Liability (Errors & Omissions): Professional Liability insurance or Errors & Omissions insurance appropriate to Consultant’s profession with limits of not less than $1,000,000. Covered professional services shall specifically include all work to be performed under the Agreement and delete any exclusions that may potentially affect the work to be performed (for example, any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks, laboratory analysis, soil work, etc.). If coverage is written on a claims-made basis, the retroactive date shall precede the effective date of the initial Agreement and continuous coverage will be maintained or an extended reporting period will be exercised for a period of at least three (3) years from termination or expiration of this Agreement.
1.1.3 Insurance Endorsements. Required insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 274
Title: Youth Flag Football Program Services
20 (A) Commercial General Liability:
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement.
Additional Insured Endorsements shall not (1) be restricted to "ongoing operations"; (2) exclude "contractual liability"; (3) restrict coverage to "sole" liability of Consultant; or (4) contain any other exclusions contrary to the terms or purposes of this Agreement. For all policies of Commercial General Liability insurance, Consultant shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37 10 01 (or endorsements providing the exact same coverage) to effectuate this requirement. (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (C) Professional Liability (Errors & Omissions):
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Contractual Liability Exclusion Deleted: This insurance shall include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.
(D) Workers’ Compensation:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.
1.1.4 Primary and Non-Contributing Insurance. All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self- insurance maintained by the City, its officials, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
1.1.5 Waiver of Subrogation. All policies of Commercial General Liability and Automobile Liability insurance shall contain or be endorsed to waive subrogation against the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 275
Title: Youth Flag Football Program Services
21 loss. Consultant hereby waives its own right of recovery against the City, its officials, officers, employees, agents, and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
1.1.6 Deductibles and Self-Insured Retentions. Any deductible or self-insured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents, and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self-insured retention.
1.1.7 Evidence of Insurance. The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.
1.1.8 Failure to Maintain Coverage. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement effective upon notice.
1.1.9 Acceptability of Insurers. Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
1.1.10 Enforcement of Contract Provisions (non estoppel). Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligation on the City nor does it waive any rights hereunder.
1.1.11 Requirements Not Limiting. Requirement of specific coverage or minimum limits contained in this Appendix are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance.
1.1.12 Insurance for Subconsultants. Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 276
Title: Youth Flag Football Program Services
22 officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.
Docusign Envelope ID: B06645B6-D313-4C80-82CD-AA0C35CFEF4D 277
CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Public Works
SUBJECT:
NOTICE OF COMPLETION FOR IRRIGATION CONSERVATION PROGRAM PROJECT (PW 2022-03)
RECOMMENDED ACTION(S):
1. Find that Marina Landscape, Inc. has completed construction of the Irrigation Conservation Program Project (PW 2022-03)
2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City.
3. Authorize the City Clerk to submit the Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code.
4. Authorize staff to release any unencumbered retention in accordance with California law.
EXECUTIVE SUMMARY:
On December 4, 2024, the City Council awarded a $310,265.75 construction contract to Marina Landscape, Inc. for the Irrigation Conservation Program Project. One change order added $23,637, bringing the total to $333,902.75.
Following final inspection, completion of the contractor maintenance period, and payment processing, the project is ready for Notice of Completion. Staff recommend the City Council approval and authorization to release any unencumbered retention per California law. Sufficient CIP funding is available for the recommended action.
BACKGROUND:
As part of the 2021-2028 Capital Improvement Project (“CIP”) Plan, the City developed a project to identify and convert existing Median, Parkways, and Slopes (“MPS”) landscape areas with turf grass into water efficient landscaping and irrigation. The project limits include El Toro Road starting near the 278
intersection of El Toro Road and Portola Parkway/Santa Margarita Parkway and continuing to the southerly parkway to Normandale Drive. The construction began on January 21, 2025.
The City Manager approved one contract change order which added $23,637in compensation to the construction contract with Marina. The project was substantially completed with a total construction cost of $333,902.75. After final inspection of the Project, determination of final quantities, and progress payment processing, the Project is now ready for the Notice of Completion (Attachment).
DISCUSSION:
The Notice of Completion establishes a date that limits the time subcontractors and material vendors may file stop notices or liens against the project. Following City Council approval, the City Clerk must submit the Notice of Completion to the Clerk Recorder of Orange County within 15 days of the City Council’s action, as required by Section 9204 of the California Civil Code. Following approval and recordation, the Notice of Completion establishes a 30- day period for subcontractors and material vendors to file stop payment notices and initiates the start date for the warranty period.
The City’s Landscape Administrator overseeing the project conducted a final inspection to ensure the Project’s completion in accordance with the contract requirements. Since the work has been completed and accepted by the City, staff recommend the City Council approve the Notice of Completion and release the retention payment 30 days after recording the Notice of Completion, providing there are no stop notices for the project on file with the City. Approving the recommended action would find the project complete, authorize the Mayor and City Clerk to sign the Notice of Completion, and allow staff to release any unencumbered retention in accordance with California law.
FISCAL IMPACT:
The fiscal impact of the recommended action would allow staff to release any unencumbered retention in accordance with California law. The total contract cost of the Project is $333,902.75. Sufficient funding exists in the 2021-28 Capital Improvement Projects Budget to cover the costs of the recommended action.
ATTACHMENTS:
Notice of Completion for Irrigation Conservation Program Project 279
Initiated By: Jonathan Poole, Management Analyst
Submitted By: Douglas Erdman, Acting Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
280
Attachment 1
281
RECO
RDING REQUESTED BY
AND MAIL TO:
Thy Merritt
Acting City Clerk
City of Lake Forest
100 Civic Center Dr
Lake Forest, California, 92630
Fee E
xempt – Gov’t Code §27383
NO
TICE OF COMPLETION
(C.C.C. 9204 - PUBLIC WORKS)
NO
TICE IS HEREBY GIVEN THAT:
1. The City of Lake Forest located at 100 Civic Center Drive, Lake Forest, California, 92630, has completed a public work of improvement described as Irrigation Conservation Program Project (PW 2022-03) and accepted by the awardi
ng authority upon the date hereof.
2. Date of completion: July 15, 2025.
3. Description of
work performed: Landscape renovation and turf removal
4. The City’s interest in the property in which the public work was completed is: Fee x Easement Lease.
5. The real property upon which said public work was performed in the City of Lake Forest is: El Toro Road
6. The contractor was: Marina Landscape, Inc.
Dat
ed ____________________________________ __________________________________________ Scott Voights, Mayor
City of Lake Forest
ATTEST:
_______
__________________________________
Thy Merritt, Acting City Clerk
VERI
FICATION
I,
the undersigned, say: I am the Mayor of the City of Lake Forest , the declarant of the foregoing Notice of Completion; I have read said Notice of Completion and know the contents thereof, the same is true of my knowledge. I declare under penalty of perjury that the foregoing is true and correct.
Ex
ecuted at Lake Forest, California, on this ____ day of _________________, 2025. _______
___________________________________
Scott Voights, Mayor
City of Lake Forest
ATTEST:
_______
___________________________________
Thy Merritt, Acting City Clerk
282
CITY COUNCIL AGENDA REPORT
MEETING DATE: 7/15/2025
DEPARTMENT: Community Development
SUBJECT:
USE PERMIT 11-24-5754 (HYPNOTIQ WELLNESS) TO ESTABLISH A MASSAGE ESTABLISHMENT AT 23811 BRIDGER ROAD, UNIT 100
RECOMMENDED ACTION(S):
Exercise City Council discretion in adopting a Resolution entitled:
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA APPROVING USE PERMIT 11-24-5754 TO OPERATE A MASSAGE ESTABLISHMENT IN AN EXISTING TENANT SPACE AT 23811 BRIDGER ROAD, UNIT 100 AND FINDING SAID ACTION TO BE EXEMPT FROM THE CALIFORNIA ENVIRONMENTAL QUALITY ACT; (Attachment 1) OR
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA DENYING USE PERMIT 11-24-5754 TO OPERATE A MASSAGE ESTABLISHMENT IN AN EXISTING TENANT SPACE AT 23811 BRIDGER ROAD, UNIT 100. (Attachment 2)
EXECUTIVE SUMMARY:
Use Permit (“UP”) 11-24-5754 is a request for approval to operate a massage establishment (“Hypnotiq Wellness”) in an existing 1,046 square foot tenant space at 23811 Bridger Road, Unit 100. The UP is on the City Council’s agenda pursuant to the Council’s action at its June 17, 2025, meeting, at which Mayor Pro Tem Pequeno, with the consensus of Council Members Cirbo, Tettemer, and Yu, called for review of the Planning Commission’s June 5, 2025, approval of UP 11-24-5754. This review is being conducted in accordance with Lake Forest Municipal Code (“LFMC”) section 2.04.125 (Calls for Review):
During the same time period allowed for an appeal under Section 2.04.110(B), two or more members of the Planning Commission or City Council, or the Planning Commission or City Council as a body, may notify the City Clerk orally or in writing that the body (or members thereof) wish to bring a previous
determination before the entire body for review and additional 283
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consideration. No argument or other explanation should be offered by the members calling for review. If notification of the call for review is oral, the City Clerk should make a contemporaneous written record of the notification. The review is a hearing de novo. No fee is required for a call for review. In all other respects, a call for review is treated as an appeal under this chapter.
The “de novo” provision in section 2.04.110(B) means that the City Council should review the use permit application without deference to the earlier decision or record, as if no prior decision had been made. The City Council should hear the evidence and arguments anew and make its own independent decision.
BACKGROUND:
The project site is located in the Bridger Road shopping center, a small (0.75 acre) center with 8 tenants. The center fronts Bridger Road and backs to Interstate 5. Surrounding uses include commercial to the east, single-family residential and Cavanaugh Park to the north, and Interstate 5 to the south and west.
The subject property is developed with a single multi-tenant building totaling 11,621 square feet that includes a variety of retail and service businesses. Until recently, and for less than six months, the applicant operated Hypnotiq Wellness in the tenant space as a personal care service consisting of the same uses as currently proposed – hypnotherapy for self-improvement, wellbeing, and help with anxiety, including use of an oximeter (a device that measures oxygen in blood cells), but without massage. The Lake Forest Municipal Code defines a personal care service as “Service commercial uses, including, but not limited to, barber shop, beauty shop or salon, nail salons and similar uses, and licensed acupuncturists practicing within the scope of their State license. Personal care service does not include massage establishments.” (LFMC § 9.04.030(D).) According to the Applicant, the business ceased operating coinciding with the use permit application filing due to insufficient revenue.
The applicant applied for a use permit to add massage as permitted treatment.
The applicant proposes to use a handmade herbal ball that is steamed/heated and applied to the torso for relaxation, pain relief, or energy rejuvenation.
Massage is defined in the LFMC as:
Any method of pressure on, or friction against, or stroking, kneading, rubbing, tapping, pounding, vibrating, or stimulating the external parts of the human body with the hands or with the aid of any mechanical or electrical apparatus, or other appliances or devices, with or without such supplementary aids as rubbing alcohol, liniment, 284
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antiseptic, oil, powder, cream, lotion, ointment, or other similar preparations.
Therefore, the use of the herbal ball applied to the torso meets the definition of massage.
Although the tenant space is already configured with private treatment rooms as proposed, the tenant improvement work was completed without the required permits. The City has an “on-hold” code enforcement case for the non-permitted work, which will need to be permitted and inspected upon approval of the use permit or otherwise restored to a permitted and code-compliant condition.
The City currently has 18 licensed massage establishments. Of those, six have use permits that were granted by the Planning Commission. The remainder were established when state law did not allow discretionary review of massage establishments. The massage establishments without use permits are considered “legal non-conforming.”
SITE INFORMATION:
Site Address: 23811 Bridger Road, Unit 100
Applicant/Agent: Yeping Deng
Property Owner: Joseph Mizrahi, Bridger Investment
General Plan Designation: Mixed-Use (MU) 43
Zoning District: Mixed-Use (MU) 43
Surrounding Area
Land Uses Zoning
North: Single-Family Residential R1 – Single-Family Residential South: I-5 Freeway N/A
East: Commercial MU 43
West: I-5 Freeway N/A
285
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Location Map
DISCUSSION:
PROJECT DESCRIPTION
The proposed establishment would include hypnotherapy, holistic therapy, and herbal ball massages, for stress management and holistic wellness. Proposed hours of operation are Monday – Saturday 10:00 a.m. to 7:00 p.m., and Sunday 9:00 a.m. to 2:00 p.m. As proposed, only one of the three rooms in the tenant space would be used for massage. The other two would be used for new patient intake and hypnotherapy, meditation, therapy, yoga and disposing of negative energy. Clients would be accepted on an appointment or walk-in basis, except on Sundays, which would be by appointment only. Additional detail regarding the proposed operations is provided in the Applicant’s project narrative (Attachment 3).
As shown in Graphic 1, below, the proposed floor plan includes a lobby and reception room, three treatment rooms, a restroom, a janitor closet, and a laundry and break room. Clients would enter the space in the lobby and sign in at the reception desk. The Applicant’s complete project plans are provided as Attachment 4.
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EXHIBIT 1 - FLOOR PLAN
ANALYSIS
General Plan:
The subject property is designated Mixed-Use 43 on the General Plan Land Use Map. The Mixed-Use 43 (“MU-43”) land use designation provides for mixtures of commercial, office, and residential uses in the same building, on the same parcel of land or within the same area. Service uses, such as massage establishments, are consistent with the MU-43 designation.
Zoning Code:
The subject property is zoned Mixed-Use 43. Pursuant to LFMC section
9.72.065, massage establishments are permitted uses subject to approval of a use permit.
Parking
Pursuant to LFMC section 9.168.070, commercial shopping centers meeting the criteria in section 9.168.070(A)(36) are subject to a parking standard of one 287
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parking space/200 sq. ft. of gross floor area for all uses considered typical shopping center uses, such as retail, food-related, office and services uses. The proposed establishment is a service use typically found in a shopping center and accordingly is subject to the 1/200 standard. The project site has 11,621 sq. ft. of building area, which requires 58 parking spaces based on the shopping center standard. The site provides 47 parking spaces, which renders it legal non- conforming with respect to parking. The project does not include any exterior modifications to the building or site. Accordingly, with approval of a use permit, the project would be in compliance with all applicable requirements of the City’s Zoning Code.
LFMC Chapter 5.07 – Massage Establishments:
LFMC Chapter 5.07 includes licensing and operational requirements for massage establishments. It requires each massage establishment to obtain a Lake Forest massage establishment license that must be renewed annually. The licensing process includes the completion of a background investigation of the business owners by the City’s Police Services Division to determine if the owner has been engaged in any disqualifying conduct (e.g., conviction of a felony that occurred at a massage establishment).
Massage licenses are issued under the authority of the City Manager. In addition to the City license, each massage therapist employed at the establishment is required to obtain a California Massage Therapy Council license, which must also be renewed annually.
Chapter 5.07 also includes operational requirements for massage establishments. Sec. 5.07.230 (Massage establishment facilities and operation requirements) lists 25 operational requirements, most of which are requirements related to the health, safety, and security of the employees and clients. Based on staff’s review of the project, the proposed business operation and floor plan does not conflict with any of the operational requirements, including but not limited to the allowed hours of operation, which are limited to 7:00 a.m. to 9:00 p.m. daily. Furthermore, the draft resolution (Attachment 1) includes a condition of approval requiring compliance with all the regulations in the Chapter.
Prior to the approval of a new massage establishment license or a renewal, the City’s Code Enforcement Division conducts an inspection to ensure compliance with these operational requirements. Inspections may also occur on an unscheduled basis, for example, in response to a complaint. The Chief of Police Services has reviewed this use permit application and had no comments.
If the massage establishment owner or a massage therapist employed at the location does not comply with the City’s regulations or engages in any disqualifying conduct (as described in LFMC section 5.07.100), a massage 288
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establishment license can be revoked, or a renewal can be denied through the process prescribed in the Code. If a license is denied or revoked, another license cannot be issued at that location for two years. Similarly, the Planning Commission may revoke an establishment’s use permit if the project is not in compliance with the approved conditions or if the findings which were the basis of the approval can no longer be made.
Compatibility with Surrounding Uses:
The proposed use is surrounded by other established businesses in the vicinity, including a mix of service businesses, retail establishments, offices, and restaurants. The use would be conducted entirely within the tenant space and would not generate noise, traffic or parking impacts that are inconsistent with other uses in the center, surrounding properties, or the subject property's mixed- use zoning designation.
The subject tenant space is also located within approximately 90 feet of Cavanaugh Park, and the closest single-family home.
Planning Commission Review and Action
The Planning Commission considered this use permit application on three separate occasions. On March 6, 2025, the Commission conducted the initial public hearing, which included a report from staff and testimony from the Applicant’s representative. Chair Villwock expressed opposition to the use permit and concerns related to compatibility due to the proximity of residential uses and a community park (see Exhibit 2 below). There was some discussion that the City has documented evidence of illicit sexual activity occurring at massage establishments and personal care service businesses throughout the City. The Commission voted to deny the use permit in a 4-0-1 vote (Commissioner Grable absent), and in separate motion, to continue the item to April 3rd, with the public hearing open, to allow staff time to prepare a resolution for denial based on the Commission’s findings.
On April 3, 2025, at the continued public hearing, the Commission considered written public comments from a member of the public (see link to April 3 Planning Commission meeting below), heard additional testimony from the Applicant, and engaged in further discussion. The Commission suggested that the Applicant may be able to revise their project description in such a manner that would lessen the Commission’s concerns sufficient for the Commission to reconsider its denial of the application. The Applicant agreed and the Commission voted unanimously to continue the item to the June 5, 2025, meeting, with the public hearing open and re-noticed.
On June 5, 2025, the Commission considered the Applicant’s revised project narrative and floor plan, which together limited the massage use to only one 289
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room in the tenant space, specified how the other rooms would be used for non- massage purposes, and provided other details regarding the business’s operations. The revised narrative (Attachment 3) specifies that:
• only a single treatment room will be used for massage. • the treatment room would be available by appointment only; • clients must purchase a handmade herbal medicine ball 30 minutes prior to a massage appointment time to allow for it to be steamed; • massage treatments would be applied to the upper body and feet only; • clients would not be allowed to undress from the waist to the feet.
The Commission voted 3-2 to approve the use permit with Commissioners Villwock and Stannard dissenting.
The June 5 Planning Commission staff report, which includes the April 3rd and March 6th staff reports and respective resolutions as attachments, may be viewed on the City’s website here: 06-05-2025 Staff Report and Attachments - Hypnotiq (see Item 4). Videos of the meetings are available on the City’s website via the following links: 03-06-2025 Planning Commission Meeting Recording (@ timecode 00:40:15 ), 04-03-2025 Planning Commission Meeting Recording (@ timecode 00:03:45), 06-05-2025 Planning Commission Meeting Recording (@ timecode 00:15:49). Minutes of the meetings are provided as Attachment 5.
EXHIBIT 2 - AERIAL PHOTO 1
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CITY COUNCIL ACTION
Pursuant to LFMC section 2.04.110(B), the City Council may decide whether to approve or deny the use permit, which is a discretionary application (LFMC §
9.184.020(C). To approve a use permit, the City Council must conduct a public hearing, and at its conclusion, make all of the following findings:
a. General Plan. The use or project proposed is consistent with the General Plan.
b. Zoning Code. The use, activity or improvement(s) proposed by the application is consistent with the provisions of the Zoning Code. c. CEQA. The approval of the permit application is in compliance with the requirements of the California Environmental Quality Act. d. Compatibility. The location, size, design, and operating characteristics of the proposed use will not create significant noise, traffic or other conditions or situations that may be objectionable, detrimental, or incompatible with other permitted uses in the vicinity. e. General Welfare. The application will not result in conditions or circumstances contrary to the public health and safety and the general welfare.
f. Development Fees for Provision of Public Facilities. One of the following findings shall be made:
i. The property to which the permit applies is not located in a fee area. ii. The permit would not allow development of a project which would contribute to the need for the facility for which a fee is required. g. The project has been reviewed in accordance with Citywide Design Guidelines and is consistent with the purpose and intent of the guidelines. (LFMC § 9.184.040.)
If the City Council finds that one (or more) of the findings cannot be made, then that would be grounds for denial.
FISCAL IMPACT:
The recommended actions have no fiscal impact.
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ATTACHMENTS:
1. Draft CC Resolution Approving UP 11-24-5754
2. Draft CC Resolution Denying UP 11-24-5754
3. Applicant’s Project Narrative
4. Project Plans
5. Planning Commission Meeting Minutes
Initiated By: Ron Santos, Senior Planner
Submitted By: Gayle Ackerman, Director of Community Development Approved By: Debra Rose, City Manager
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ATTACHMENT 1
293
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8 RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA APPROVING USE PERMIT 11-
24-5754 TO OPERATE A MASSAGE ESTABLISHMENT IN AN
EXISTING TENANT SPACE AT 23811 BRIDGER ROAD, UNIT
100 AND FINDING SAID ACTION TO BE EXEMPT FROM THE
CALIFORNIA ENVIRONMENTAL QUALITY ACT
WHEREAS, on November 24, 2024, Yeping Deng filed an application for a Use Permit to operate a massage establishment at 23811 Bridger Road, Unit 100, Lake Forest; and
WHEREAS, the property is zoned Mixed-Use 43 and the City’s Zoning Code requires Planning Commission or City Council approval of a use permit for massage establishments within this district; and
WHEREAS, the Director of Community Development has reviewed the project’s potential effects on the environment and has recommended that the project is categorically exempt from the California Environmental Quality Act (CEQA) under CEQA Guidelines Section 15301, Class 1, involving minor interior and exterior alterations to the building; and
WHEREAS, on January 23, 2025, the City gave notice of a public hearing to be held on February 6, 2025 to consider Use Permit 11-24-5754 for a massage establishment at 23811 Bridger Road, Unit 100 by advertisement in a newspaper of general circulation, and
WHEREAS, on February 6, 2025 the Planning Commission continued Use Permit 11-24-5754 to the March 6, 2025 Planning Commission meeting.
WHEREAS, on February 20, 2025 the City posted a public notice at City Hall for a March 6, 2025 continued public hearing date, and mailed notices to all property owners within 300 feet of the project boundary; and WHEREAS, on March 6, 2025, the Planning Commission conducted a duly-noticed continued public hearing to consider Use Permit 11-24-5754, at which interested persons had an opportunity to testify in support of, or opposition to the request, and at which the Planning considered the application and continued the item to the April 3, 2025 Planning Commission meeting; and WHEREAS, on April 3, 2025, the Planning Commission conducted a duly- noticed continued public hearing to consider Use Permit 11-24-5754, at which 294
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8 interested persons had an opportunity to testify in support of, or opposition to the request, and at which the Planning Commission considered the application and continued the item to the June 5, 2025 Planning Commission meeting to provide the Applicant additional time to present new and additional information regarding the planned operation of the business; and
WHEREAS, on May 18, 2025, the applicant submitted a revised project narrative, and on May 20, 2025 a revised floor plan, that provide additional detail regarding the proposed uses and business operations, restrict uses constituting massage (as defined in the Lake Forest Municipal Code), to a single room in the tenant space, and limit massage to the upper body and feet; and WHEREAS, on May 22, 2025, the City: (1) gave notice of a continued public hearing to be held on June 5, 2025 to consider Use Permit 11-24-5754 by advertisement in a newspaper of general circulation, (2) posted the public notice at City Hall; and (3) mailed notices to all property owners within 300 feet of the project boundary; and
WHEREAS, on June 5, 2025, the Planning Commission conducted a duly- noticed continued public hearing to consider Use Permit 11-24-5754 for a massage establishment at 23811 Bridger Road, Unit 100, at which interested persons had an opportunity to testify in support of, or opposition to the request, and at which the Planning considered and approved the application; and WHEREAS, on June 17, 2025 the City Council reached consensus to review the Planning Commission’s June 5, 2025 approval of Use Permit 11-24- 5754, pursuant to the provisions of Lake Forest Municipal Code section 2.04.125 – Calls for review; and
WHEREAS, on July 2, 2025, the City gave notice of a public hearing to be held on July 3, 2025 to consider Use Permit 11-24-5754 by posting the public notice at City Hall and mailing notices to all property owners within 300 feet of the project boundary; and on July 3, 2025, by advertisement in a newspaper of general circulation, and
WHEREAS, on July 15, 2025, the City Council conducted a duly-noticed public hearing to consider Use Permit 11-24-5754 for a massage establishment at 23811 Bridger Road, Unit 100, at which interested persons had an opportunity to testify in support of, or opposition to the request; and WHEREAS, all other legal prerequisites to the adoption of this Resolution have occurred.
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8 NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE
FOREST DOES RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:
SECTION 1. FINDINGS. The Lake Forest City Council hereby finds, based on consideration of the whole record before it, as follows:
1. General Plan Consistency: The use or project proposed is consistent with the General Plan.
The subject property is designated Mixed-Use 43 in the General Plan Land Use Element. The Mixed-Use 43 land use designation provides for mixtures of commercial, office, and residential uses in the same building, on the same parcel of land or within the same area. The proposed massage establishment is a service use that is typically located in commercial shopping centers. The Bridger Road shopping center is an existing commercial center with other similar uses where a massage establishment is a permitted use, subject to approval of a use permit and a massage establishment business license requiring annual renewal. As such, the use is consistent with the Mixed-Use 43 General Plan Land Use designation.
2. Zoning Code: The use, activity, or improvement(s) proposed by the application is consistent with the provisions of the Zoning Code.
The subject property is zoned Mixed-Use 43. Pursuant to Zoning Code Section 9.72.065, the proposed massage establishment requires Planning Commission or City Council approval of a use permit. Also, no exterior building or site improvements are proposed or approved in conjunction with this use permit and the project site is legal non-conforming with respect to the City’s applicable shopping center parking standard. As such, all uses subject to the shopping center parking standard may be permitted without further regard to compliance with the standard. Accordingly, with the approval of this use permit and subject to the conditions of approval, the project is in compliance with all applicable requirements of the City’s Zoning Code.
3. CEQA: The approval of the permit application is in compliance with the requirements of the California Environmental Quality Act.
The proposed project is exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Article 19, Categorical Exemptions, Sec. 15301, Class 1: Existing Facilities, of the CEQA Guidelines. This exemption applies to the operation, repair, maintenance, permitting, leasing, licensing or minor alteration of existing public or private 296
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8 structures involving negligible or no expansion of use. A Notice of Exemption has been prepared and will be filed in accordance with the provisions of CEQA.
4. Compatibility: The location, size, design and operating characteristics of the proposed use will not create significant noise, traffic, or other conditions or situations that may be objectionable, detrimental or incompatible with other permitted uses in the vicinity.
The proposed use is compatible with the other established businesses in the vicinity, which includes a mix of retail establishments, services, office, and restaurants. The proposed massage establishment will be conducted entirely within the tenant space and will not operate at night. The latest that the business will be open during the week is 7 p.m. Moreover, pursuant to the Applicant’s project narrative, which is incorporated into this Resolution, only one of the three rooms at the premises will be used for massage services. No customer will be nude during the provision of any service.
Because services are mainly performed on a customer’s upper half of the body, the lower half of a customer’s body will always be clothed. These project conditions help ensure that illicit sexual activity does not occur at the premises and the business conditions do not become objectionable, detrimental, or incompatible with other permitted uses in the vicinity.
In addition, the project does not increase parking demand relative to other businesses that may, or that have previously, occupied the tenant space.
The establishment would not generate noise, traffic, parking impacts, or other conditions or situations that may be objectionable, detrimental or incompatible with other permitted uses in the vicinity.
5. General Welfare: The application will not result in conditions or circumstances contrary to the public health and safety and the general welfare.
The application, as conditioned, complies with all applicable State, County, and City design, building, and other safety-related laws, codes, and regulations, including, but not limited to, the California Building Code and California Fire Code. In addition, the use, as conditioned, will be subject to the massage establishment facility and operations requirements stipulated in LFMC Ch. 5.07, which include regulations related to health, safety, and security of the employees and clients.
Moreover, pursuant to the Applicant’s project narrative, which is incorporated into this Resolution, only one of the three rooms at the premises will be used for massage services. No customer will be nude during the provision of any service. Because services are mainly performed 297
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8 on a customer’s upper half of the body, the lower half of a customer’s body will always be clothed. These project conditions help ensure that illicit sexual activity does not occur at the premises and thereby protect the public health, safety, and general welfare. Accordingly, the project will not result in any conditions or circumstances contrary to the public health and safety, or the general welfare.
6. Development Fees for Provision of Public Facilities:
The proposed massage establishment will not provide for the development of a project which would contribute to the need for a public facility for which a fee is required. Therefore, no public facilities development fee is required in conjunction with the approval of the use permit.
7. City Design Guidelines: The project has been reviewed in accordance with the Citywide Design Guidelines and is consistent with the purpose and intent of the Guidelines.
The project does not include any exterior modifications to the building or site. Accordingly, the Citywide Design Guidelines do not apply to the project.
SECTION 2. CITY COUNCIL ACTIONS. The City Council hereby takes the following actions:
1. Approves a categorical exemption for the project under CEQA Guidelines Section 15301, Class 1 – Existing Facilities, and directs the Director of Community Development to prepare and file with the Clerk for the County of Orange a Notice of Exemption pursuant to the provisions of Public Resources Code Section 21152(b) and CEQA Guidelines Section 15062. A copy of the exemption shall be kept on file and available for public review at the City of Lake Forest City Hall, 100 Civic Center Drive, Lake Forest, CA 92630.
2. Approves Use Permit 11-24-5754 to operate a massage establishment at 23811 Bridger Road, Unit 100, subject to the following conditions:
CONDITIONS OF APPROVAL:
Use Permit 11-24-5754
The following Conditions of Approval shall apply to the applicant for the permit and/or owner of the property, whichever is appropriate for the condition.
1. INDEMNIFICATION : The applicant shall indemnify, protect, defend, and hold the City, and/or any of its officials, officers, employees, agents, departments, agencies, authorized volunteers and instrumentalities thereof, 298
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8 harmless from any and all claims, demands, lawsuits, writs of mandamus, and other actions and proceedings (whether legal, equitable, declaratory, administrative or adjudicatory in nature), and alternative dispute resolution procedures (including, but not limited to arbitrations, mediations, and other such procedures), judgments, orders, and decisions (collectively “Actions”), brought against the City, and/or any of its officials, officers, employees, agents, departments, agencies, and instrumentalities thereof, that challenge, attack, or seek to modify, set aside, void, or annul, any action of, or any permit or approval issued by the City and/or any of its officials, officers, employees, agents, departments, agencies, and instrumentalities thereof (including actions approved by the voters of the City) for or concerning the project, whether such Actions are brought under the Ralph M. Brown Act, California Environmental Quality Act, the Planning and Zoning Law, the Subdivision Map Act, Community Redevelopment Law, Code of Civil Procedure Sections 1085 or 1094.5, or any other federal, state, or local constitution, statute, law, ordinance, charter, rule, regulation, or any decision of a court of competent jurisdiction. It is expressly agreed that the City shall have the right to approve, which approval will not be unreasonably withheld, the legal counsel providing the City’s defense, and that applicant shall reimburse City for any costs and expenses directly and necessarily incurred by the City in the course of the defense. City shall promptly notify the applicant of any Action brought and City shall cooperate with applicant in the defense of the Action.
Prior to operation of the massage establishment, the following shall be completed:
2. The owner(s) of the business shall obtain a Massage Establishment License from the City. (PLNG)
The use shall be operated and maintained in substantial conformance with the following:
3. The use shall be operated and maintained in compliance with all standards and requirements stipulated in LFMC Chapter 5.07 – Massage Establishments. (PLNG)
4. The massage establishment shall be maintained in substantial conformance with the Applicant’s plans and project narrative approved by the City Council on July 15, 2025, and on file with the Community Development Department, including that only Room #3 shall be used for physical rejuvenation as described therein or any other purpose meeting the definition of “massage” in LFMC Ch. 5.07. The Applicant’s plans and project narrative are incorporated herein by reference. Minor modifications to the plans and/or 299
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8 project description shall be subject to the additional review as determined by the Director of Community Development. (PLNG)
PASSED, APPROVED AND ADOPTED this 15th day of July, 2025, by the following vote, to wit:
____________________
SCOTT VOIGTS
MAYOR
ATTEST:
_______________________
THY MERRITT
ACTING CITY CLERK
APPROVED AS TO FORM:
__________________________
MATTHEW E. RICHARDSON
CITY ATTORNEY
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF LAKE FOREST )
I, Thy Merritt, Acting City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2025-__ was duly passed and adopted at a regular meeting of the Lake Forest City Council on the _____ day of _________ 2025, by the following vote, to wit:
AYES: COUNCIL MEMBERS
NOES: COUNCIL MEMBERS
ABSTAIN: COUNCIL MEMBERS
ABSENT: COUNCIL MEMBERS
_______________________________
THY MERRITT
ACTING CITY CLERK
300
ATTACHMENT 2
301
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8 RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA DENYING USE PERMIT 11-24-
5754 TO OPERATE A MASSAGE ESTABLISHMENT IN AN
EXISTING TENANT SPACE AT 23811 BRIDGER ROAD, UNIT
100
WHEREAS, pursuant to the California Constitution, the City of Lake Forest (“City”) is vested with the police power to protect the public health, safety, and welfare; and
WHEREAS, State law authorizes the City to enforce any local ordinance governing zoning, business licensing, and reasonable health and safety requirements for establishments or businesses that provide massage services (Bus. & Prof. Code § 460); and
WHEREAS, on November 24, 2024, Yeping Deng filed an application for a Use Permit to operate a massage establishment, Hypnotiq Wellness (“Hypnotiq”) at 23811 Bridger Road, Unit 100, Lake Forest; and
WHEREAS, the property is zoned Mixed-Use 43 and the City’s Zoning Code requires Planning Commission or City Council approval of a use permit for massage establishments within this district; and
WHEREAS, on January 23, 2025, the City gave notice of a public hearing to be held on February 6, 2025 to consider Use Permit 11-24-5754 for a massage establishment at 23811 Bridger Road, Unit 100 by advertisement in a newspaper of general circulation, and
WHEREAS, on February 6, 2025 the Planning Commission continued Use Permit 11-24-5754 to the March 6, 2025 Planning Commission meeting.
WHEREAS, on February 20, 2025 the City posted a public notice at City Hall for a March 6, 2025 continued public hearing date, and mailed notices to all property owners within 300 feet of the project boundary; and WHEREAS, a use permit is a discretionary permit. The Lake Forest Municipal Code (“LFMC”) provides, “A discretionary permit is a permit issued or approved by the City of Lake Forest as the result of an application wherein the [City] retains the right to either approve or disapprove.” (LFMC § 9.184.010(A).) In order to approve a use permit, the Planning Commission or City Council is 302
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8 required to make all of the findings provided in Lake Forest Municipal Code section 9.184.040(E). Those findings are:
a. General Plan. The use or project proposed is consistent with the General Plan.
b. Zoning Code. The use, activity or improvement(s) proposed by the application is consistent with the provisions of the Zoning Code. c. CEQA. The approval of the permit application is in compliance with the requirements of the California Environmental Quality Act. d. Compatibility. The location, size, design, and operating characteristics of the proposed use will not create significant noise, traffic or other conditions or situations that may be objectionable, detrimental, or incompatible with other permitted uses in the vicinity.
e. General Welfare. The application will not result in conditions or circumstances contrary to the public health and safety and the general welfare. f. Development Fees for Provision of Public Facilities. One of the following findings shall be made:
i. The property to which the permit applies is not located in a fee area. ii. The permit would not allow development of a project which would contribute to the need for the facility for which a fee is required; and WHEREAS, on March 6, 2025, the Planning Commission voted unanimously (Commissioner Grable absent) to deny Use Permit 11-24-5754 because they could not make all of the required findings in support of the Use Permit. The Commission also voted to continue the matter and keep the public hearing open so that staff could prepare and present at the April 3, 2025 Planning Commission meeting a resolution denying the application based on findings expressed orally by Planning Commission.
WHEREAS, on April 3, 2025, the Planning Commission conducted a duly- noticed continued public hearing to consider Use Permit 11-24-5754 at which interested persons had an opportunity to testify in support of, or opposition to the request, and at which the Planning Commission considered the application; and WHEREAS, on April 3, 2025, the Planning Commission continued the item to the June 5, 2025 Planning Commission meeting to provide the Applicant additional time to present new and additional information regarding the planned operation of the business; and
WHEREAS, on May 22, 2025, the City: (1) gave notice of a public hearing to be held on June 5, 2025 to consider Use Permit 11-24-5754 by advertisement in a newspaper of general circulation, (2) posted the public notice at City Hall; and (3) mailed notices to all property owners within 300 feet of the project boundary; and
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8 WHEREAS, on June 5, 2025, the Planning Commission conducted a duly- noticed continued public hearing to consider Use Permit 11-24-5754, at which interested persons had an opportunity to testify in support of, or opposition to the request, and at which the Planning considered and approved the application; and WHEREAS, on June 17, 2025 the City Council reached consensus to review the Planning Commission’s June 5, 2025 approval of Use Permit 11-24- 5754, pursuant to the provisions of Lake Forest Municipal Code section 2.04.125 – Calls for review; and
WHEREAS, on July 2, 2025, the City gave notice of a public hearing to be held on July 15, 2025 to consider Use Permit 11-24-5754 by posting the public notice at City Hall and mailing notices to all property owners within 300 feet of the project boundary; and on July 3, 2025, by advertisement in a newspaper of general circulation, and
WHEREAS, on July 15, 2025, the City Council conducted a duly-noticed public hearing to consider Use Permit 11-24-5754 for a massage establishment at 23811 Bridger Road, Unit 100, at which interested persons had an opportunity to testify in support of, or opposition to the request; and WHEREAS, all other legal prerequisites to the adoption of this Resolution have occurred.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE
FOREST DOES RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:
SECTION 1. RECITALS. The above recitals are hereby incorporated as if fully set forth herein.
SECTION 2. CEQA. The Lake Forest City Council finds that denial of Use Permit 11-24-5754 is not subject to the California Environmental Quality Act under Public Resources Code section 21080(b)(5) and State CEQA Guidelines section 15270, which provide that CEQA does not apply to a project that a public agency rejects or disapproves.
SECTION 3. FINDINGS. The Lake Forest City Council hereby finds, based on consideration of the whole record before it, as follows:
1. Compatibility: The location, size, design and operating characteristics of the proposed use will create conditions or situations that may be objectionable, detrimental or incompatible with other permitted uses in the vicinity. 304
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8 There is documented evidence of illicit sexual activity occurring at massage establishments and personal care service businesses throughout the City.
Personal care services are akin to massage establishments and include day spas.
Between 2022-2024, the Orange County Sheriff’s Department (“OCSD”) conducted investigations at massage establishments across the City.
According to law enforcement reports, massage therapists attempted to engage in illicit sexual activity with undercover investigators at four establishments: 23803 El Toro Road, 22706 Aspan Street, Unit 503, 22855 Lake Forest Drive, Suite E, and 23401 El Toro Road, Suite 100. Moreover, according to a 2024 OCSD report, a day spa worker at 23803 El Toro Road also attempted to engage in illicit sexual activity with an undercover investigator. These incidents resulted in, among other things, the City denying massage business license renewals and issuing administrative citations and police citations.
In 2024, local law enforcement, in partnership with the FBI, arrested a woman for allegedly operating brothels at skin care spas in Ventura and Orange Counties. Two of the four suspected brothels were located in the City; one at Victoria Spa, at the 23000 block of El Toro Road, and the other at Four Seasons Spa, at the 20000 block of Lake Forest Drive. (See https://ktla.com/news/local-news/woman-accused-of-operating-brothels-at- socal-skin-care-spas/ (Nov. 23, 2024).)
Given the backdrop of this illegal activity, the operating characteristics of the proposed massage establishment will create conditions or situations that may be objectionable, detrimental or incompatible with other permitted uses in the vicinity. The proposed operating characteristics include providing massage services behind closed doors where illicit sexual activity may easily occur. This is objectionable, detrimental, and incompatible with other permitted uses in the vicinity.
The proposed use is in close proximity to sensitive uses. It is 100 feet from existing residential uses and within 200 feet of Cavanaugh Park, which is frequented by children. The proposed use is also approximately 170 feet from a comic book store, which is also frequented by children. Altogether, the proposed use has operating characteristics that will create conditions or situations that may be objectionable, detrimental and incompatible with nearby sensitive uses.
2. General Welfare: The application will result in conditions or circumstances contrary to the public health and safety and the general welfare. 305
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8 There is documented evidence of illicit sexual activity occurring at massage establishments and personal care service businesses throughout the City.
Personal care services are akin to massage establishments and include day spas.
Between 2022-2024, the Orange County Sheriff’s Department (“OCSD”) conducted investigations at massage establishments across the City.
According to law enforcement reports, massage therapists attempted to engage in illicit sexual activity with undercover investigators at four establishments: 23803 El Toro Road, 22706 Aspan Street, Unit 503, 22855 Lake Forest Drive, Suite E, and 23401 El Toro Road, Suite 100. Moreover, according to a 2024 OCSD report, a day spa worker at 23803 El Toro Road also attempted to engage in illicit sexual activity with an undercover investigator. These incidents resulted in, among other things, the City denying massage business license renewals and issuing administrative citations and police citations.
In 2024, local law enforcement, in partnership with the FBI, arrested a woman for allegedly operating brothels at skin care spas in Ventura and Orange Counties. Two of the four suspected brothels were located in the City; one at Victoria Spa, at the 23000 block of El Toro Road, and the other at Four Seasons Spa, at the 20000 block of Lake Forest Drive. (See https://ktla.com/news/local-news/woman-accused-of-operating-brothels-at- socal-skin-care-spas/ (Nov. 23, 2024).)
Given the backdrop of this illegal activity, the application will result in conditions or circumstances contrary to the public health and safety and the general welfare. The proposed use includes providing massage services behind closed doors where illicit sexual activity may easily occur. This is contrary to the public health and safety and the general welfare.
The proposed use is in close proximity to sensitive uses. It is 100 feet from existing residential uses and within 200 feet of Cavanaugh Park, which is frequented by children. It is also approximately 170 feet from a comic book store, which is also frequented by children. Altogether, the application will result in conditions or circumstances contrary to the public health and safety and the general welfare.
Given the adverse conditions and circumstances, if the application was approved, then the City would need to expend an excess of police, code enforcement, and administrative resources to ensure the business’s legal operation. The City’s resources are limited. The undue amount of time and money spent monitoring the proposed use would be at the detriment of other residents and businesses.
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8 Moreover, illegal tenant improvements were performed at the property without a City-issued building permit. Specifically, interior walls were constructed to create massage rooms prior to the City approving any permit, license, or authorization for the operation of a massage business. This unlawful conduct suggests a propensity to violate other Codes and regulations. Therefore, the application will result in conditions or circumstances contrary to the public health and safety and the general welfare.
SECTION 4. CITY COUNCIL ACTIONS. The CITY COUNCIL hereby takes the following actions:
Denies Use Permit 11-24-5754 to operate a massage establishment at 23811 Bridger Road, Unit 100, based on the findings provided herein.
SECTION 5. CUSTODIAN OF RECORDS. The City Clerk is the custodian of records, and the records relating to this matter may be found at City Hall, located at 100 Civic Center Dr., Lake Forest, CA 92630.
PASSED, APPROVED AND ADOPTED this 15th day of July, 2025, by the following vote, to wit:
____________________
SCOTT VOIGTS
MAYOR
ATTEST:
_______________________
THY MERRITT
ACTING CITY CLERK
APPROVED AS TO FORM:
__________________________
MATTHEW E. RICHARDSON
CITY ATTORNEY
STATE OF CALIFORNIA )
307
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8 COUNTY OF ORANGE ) SS
CITY OF LAKE FOREST )
I, Thy Merritt, Acting City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2025-__ was duly passed and adopted at a regular meeting of the Lake Forest City Council on the _____ day of _________ 2025, by the following vote, to wit:
AYES: COUNCIL MEMBERS
NOES: COUNCIL MEMBERS
ABSTAIN: COUNCIL MEMBERS
ABSENT: COUNCIL MEMBERS
_______________________________
THY MERRITT
ACTING CITY CLERK
308
ATTACHMENT 3
309
Revised Business Description
Pr
oposal to Establish a Wellness Center for Hypnotherapy and Holistic Health.
At H
ypnotiq Wellness, our mission is to empower individuals to achieve their full potential through stress management, self-improvement, and holistic wellness. With a focus on innovative, natural therapies, we aim to create a safe and nurturing environment where our clients can heal, relax, and grow.
Ou
r center features three dedicated therapy rooms, each thoughtfully designed to provide a focused and immersive experience for its specific service.
ROOM
#1 “The Chair Room”
New patient intake and Holistic and Hypnotherapy room. Known as the Chair Room is furnished with a very comfy sofa, large bean bag, a lounge chair with a floating footrest, and a solid redwood chair. Furniture in this room, will be frequently changed. Once the patient finds a comfortable spot, an oximeter will be attached to measure pulse and body waves during any intake and hypnosis.
ROOM
#2 “Quiet Room”
Meditation and Relaxation room. Can also be used for certain therapy sessions, yoga, and disposing negative energy. It is the quietest room as needed to be at peace with the ones psychē. Currently, there is a yoga mat, small and medium sized exercise balls, candles, and we ask that you bring a personal item from home, that brings you comfort.
ROOM
#3 “Physical Rejuvenation”
Appointments only and must purchase the personalized Herbal Medicine Ball thirty minutes prior to appointment time for preparations. Will need to be steamed for fifteen to thirty minutes depending on the type of herbs and treatment. The Herbal Medicine Ball Massage is an ancient healing practice that uses warm, herb-infused compresses to soothe the body, release tension, and restore balance. NOBODY GETS NAKED. This procedure is mainly applied on the upper half of the body including arms and the head, as well as on the bottom of your foot. So, the top of the body and your feet will only be bare.
At no point the pants need to come off nor will we give them that option. We will also advise clients to wear comfortable bottoms prior to their appointment.
The
re will be a massage table or massage chair to choose from. Herbal Ball Massage sessions are thirty minutes. After each session, clients have the option to leave the Herbal Balls for reuse or may take it home. The Herbs have a maximum life of six days from the first heating use.
Thi
s room will also have a Quattro 2.5 Clinical Electrotherapy Unit with TENS, EMS, IF 2 Pole, IF 4 Pole, and Russian Stim. This unit is a professional four-channel electrotherapy 310
device that helps relax the muscles and increases blood circulation. This will help with the hypnotherapy be more effective.
Onl
y ROOM #3 will be used for the Use Permit to operate a massage establishment. In the near future, if there changes to the rooms use, we will notify The City of Lake Forest and wait for an answer. This business volunteers to stop operating immediately and voluntarily will pay three times the original amount of whatever violations and penalties that will occur.
Hou
rs of Operation:
Monday – Saturday 10am – 7pm
Sunday – 9am – 2pm (appointments only, if any, and for emergencies).
Our
Offerings:
1. Hypnotherapy: A guided practice to help clients overcome stress, anxiety, depression, break unhealthy habits, and build confidence.
2. Holistic Therapy: We specialize in Somatic Therapy for people with PTSD, a personalized approach combining mind-body practices to restore balance and harmony.
3. He
rbal Ball Massage: Featuring custom-made herbal medicine balls tailored to specific massage needs, this therapy combines traditional healing with modern wellness practices.
Our
Target Audience:
We
focus on individuals seeking effective stress management solutions and self- improvement methods. This includes professionals coping with high-pressure environments, military veterans, students, caregivers, and anyone looking to prioritize their health and mental well-being.
Uniqu
e Selling Points:
Cu
stom Herbal Medicine Balls: Handcrafted with carefully selected herbs, our herbal balls are tailored to specific needs, whether for relaxation, pain relief, or energy rejuvenation.
Ho
listic Approach: We integrate time-tested methods with modern therapies for a comprehensive wellness experience.
Cli
ent-Centric Care: Each session is customized to meet individual goals, ensuring every client feels supported and valued.
Si
ncerely,
Alexander Choi
Yeping Deng
311
ATTACHMENT 4
312
CHOI MASSAGE BUSINESS
T-1.0 COVER PAGE
GB-1.1 - 1.3 CALIFORNIA GREEN BUILDING STANDARDS CODE
A-1.0 EXISTING EXTENDED SITE PLAN
A2.0 EXISTING FLOOR PLAN
A2.1 PROPOSED FLOOR PLAN
A3.0 PROPOSED REFLECTED CEILING PLAN
A4.0
PROPOSED ADA BATHROOM
D1.0 ADA BATHROOM DETAILS
D2.0 ADA PARKING DETAILS
A-3.0 ADA RESTROOM/ DETAILS
A-3.1 ADA PARKING/ DETAILS
A-4.0 WALL TYPES & FRAMING DETAILS
TENANT IMPROVEMENT WITH CHANGE OF USE (SHOWROOM TO MASSAGE
ESTABLISHMENT) AND LEGALIZATION OF INTERIOR WALLS (NON-STRUCTURAL) ALREADY BUILT.
33,283 SQFTAREA OF EXISTING LOT:
BOCCUPANCY TYPE:
TYPE VB
MU-43
A.P.N.: 616-033-05
THIS PROJECT SHALL COMPLY WITH LEGAL JURISDICTION OF CITY OF TORRANCE:
- TITLE 24
- 2022 CALIFORNIA GREEN BUILDING CODE
- 2022 CALIFORNIA BUILDING CODE (CBC)
- 2022 CALIFORNIA ELECTRICAL CODE (CEC)
- 2022 CALIFORNIA MECHANICAL CODE (CMC)
- 2022 CALIFORNIA PLUMBING CODE (CPC)
- 2022 CALIFORNIA ENERGY CODE (CENC)
- ORANGE COUNTY MUNICIPAL CODE
ALEX CHOI
email: [email protected]
23811 BRIDGER RD., UNIT #100, LAKE FOREST, CA 92630
SCOPE OF WORK:
HARDWARE, INCLUDING, BUT NOT LIMITED TO, DOOR LATCHES, HINGES, CABINET HARD-
THE CONTRACTOR SHALL COORDINATE WITH THE OWNER FOR THE SELECTION OF ALL DOOR NUMBER OF COATS), OTHER WALLCOVERINGS, BASE AND CASE, LAMINATES, TILE, ETC.
INTERIOR FINISHES INCLUDING FLOOR COVERINGS AND UNDERLAYMENTS, PAINT (INCLUDING SLIDING HARDWARE. THE OWNER SHALL SELECT THE TYPE OF MATERIALS, COLOR AND
CABINETS INCLUDING DOOR AND DRAWER LOCATIONS, TYPES OF HINGES, PULLS AND
THE CONTRACTOR SHALL COORDINATE WITH THE OWNER FOR THE DESIGN OF BUILT-IN
CABINETS, MIRRORS, TOWEL BARS AND HOOKS, TOILET PAPER DISPENSER, SOAP DISH
LOCATIONS OF ALL BATHROOM SPECIALTIES INCLUDING, BUT NOT LIMITED TO, MEDICINE
THE CONTRACTOR SHALL COORDINATE WITH THE OWNER FOR THE SELECTION AND PROPER
THE CONTRACTOR SHALL COORDINATE WITH OWNER FOR THE SELECTION OF ALL KITCHEN (COLOR AND TYPE). THE CONTRACTOR SHALL VERIFY ALL LOCATIONS AND HEIGHTS OF ALL
LIGHT FIXTURES (THEIR COLOR, TYPE AND FINISH), AND SWITCHPLATED AND OUTLETS
THE CONTRACTOR SHALL COORDINATE WITH OWNER FOR THE SELECTION OF ALL ELECTRICAL
MECHANICAL HEATING AND DISTRIBUTION SYSTEM IN COMPLIANCE WITH APPLICABLE
THE CONTRACTOR SHALL BE RESPONSIBLE FOR THE DESIGN AND INSTALLATION OF THE THE STREET OR ROAD FRONTING THE PROPERTY. CONTRACTOR SHALL COORDINATE THE
PROVIDED IN SUCH A POSITION AS TO BE PLAINLY VISIBLE AND LEGIBLE FROM
APPROVED NUMBERS OR ADDRESSES (PER CITY OF LAKE FOREST) SHALL BE
THE CONTRACTOR SHALL COORDINATE WITH THE OWNER FOR THE SELECTION OF ALL APPROPIATE FAUCETS, TRIM AND DRAINS. THE OWNER SHALL SELECT ALL COLORS,
PLUMBING FIXTURES INCLUDING TOILETS, TUB/SHOWER, LAVATORIES, SINKS AND ALL
THE CONTRACTOR SHALL COORDINATE WITH THE OWNER FOR THE SELECTION OF ALL AND SHOWER ENCLOSURE.
WARE, ETC. (TYPES AND FINISHES).
FINISH FOR CABINETS.
M.
L.
APPLIANCES (COLOR, TYPE AND OPTIONS).
OUTLETS, LIGHTING FIXTURES, ETC. WITH THE ARCHITECT.
LOCATION WITH THE ARCHITECT.
CODES AND REGULATIONS.
K.
J.
I.
FINISH AND OPTIONS.
G.
H.
F.
LARGER SCALE DRAWINGS SHALL TAKE PRECEDENCE OVER SMALLER SCALE DRAWINGS.
DIMENSIONS SHOWN SHALL TAKE PRECEDENCE OVER DRAWINGS SCALE OR PROPORTION.
WORK AS IF FULLY AND COMPLETELY SET FORTH AND DESCRIBED IN THE DRAWINGS AND
CONTRACTOR FROM PERFORMING SUCH OMITTED OR MISDESCRIBED DETAILS OF THE
AND SPECIFICATIONS, OR WHICH IS CUSTOMARILY PERFORMED, SHALL NOT RELIEVE THE
WORK WHICH IS MANIFESTLY NECESSARY TO CARRY OUT THE INTENT OF THE DRAWINGS
OMISSIONS FROM THE DRAWINGS AND SPECIFICATION OR THE MISDESCRIPTION OF THE UNTIL ALL SUCH DISCREPANCIES ARE RESOLVED. IF THE CONTRACTOR CHOOSES TO DO IMMEDIATELY. DO NOT PROCEED WITH THE WORK IN THE AREA OF DISCREPANCIES
IN THE CONTRACT DOCUMENTS SHALL BE BROUGHT TO THE DESIGNER'S ATTENCTION
ANCIES AND UNEXPECTED CONDITIONS THAT AFFECT OR CHANGE THE WORK DESCRIBED DIMENSION, GRADE, EXTENT AND COMPATIBILITY TO THE EXISTING SITE. ANY DISCREP-
ALL WORK DESCRIBED IN THE DRAWINGS SHALL BE VERIFIED BY THE CONTRACTOR FOR CONDITIONS REQUIRED BY THE LOCAL GOVERNING AGENCIES; AND (D) ALL CALIFORNIA REGULATIONS AND ORDINANCES OF ALL LOCAL GOVERNING AGENCIES; (C) ANY SPECIAL I.C.C. WHICH HAVE BEEN ADOPTED BY THE LOCAL GOVERNING AGENCY; (B) ALL
OF THE INTERNATIONAL BUILDING CODE AND ALL RELATED DOCUMENTS PUBLISHED BY THE ALL WORK SHALL CONFORM TO: (A) THE MINIMUM STANDARDS OF THE LATEST EDITION SO, HE SHALL BE PROCEEDING AT HIS OWN RISK.
SPECIFICATIONS.
E.
D.
B.
C.
STATE CODE AMENDMENTS (BUILDING STANDARDS CODE) TITLE 24.
A.
ALL WORK, CONSTRUCTION AND MATERIALS SHALL COMPLY WITH ALL PROVISION OF THE
APPLICABLE BUILDING CODES AS WELL AS ANY OTHER RULES, REGULATIONS, AND ORDINANCES GOVERNING THE PLACE OF CONSTRUCTION. IT IS THE SOLE RESPONSIBILITY OF
ANYONE SUPPLYING LABOR, MATERIALS , OR BOTH TO BRING TO THE ATTENTION OF THE
DESIGNER, ENGINEER, GENERAL CONTRACTOR AND THE OWNER ANY DISCREPANCIES OR CONFLICT BETWEEN THE REQUIREMENTS OF THE CODE AND THE DRAWINGS.
N.
BUILDING SECTION
DETAIL REFERENCE
INTERIOR ELEVATION #
PLAN BLOW-UP
STRUCTURAL GRID LINES
ELEVATION
1 XX
A
B
C
D
1 X
X
X
X
X
X
X
X
WATER RESISTANT
WELDED WIRE FABRIC
WELDED WIRE MESH
WWF
WWM
INTERIOR
INSULATION
INT
INSUL
MAXIMUM
AB ANCHOR BOLT
HEATING/VENTILATING/
SQUARE FEETSF
TOP TOP OF PARAFET
FLUOR FLUORESCENT
WITH
VERIFY IN FIELD
WATER CLOSET
WATERPROOF
WATER HEATER
WITHOUT
VIF
W/
WC
WH
WP
WR
W/O
HOSE BIBB
HEADER
HB
HDR
HEIGHT
HEATER
INCH
HGT
IN
HTR
TOPL
TOB
THICK
TOP OF
TONGUE AND GROOVE
TRASH COMPACTOR
TYPICAL
UNLESS NOTED
THK
TO
TC
T&G
TYP
UNO
FOOTING
GAUGEGA
FTG
GYPSUM
GS
GLB
GYP
GD GARBAGE DISPOSAL
GLU LAM BEAM
GALVANIZED STEEL
TOP OF BEAM
TOP OF PLATE
EXISTING(E)
PREFAB
TOS
TOM
TMPR
WD
WI
WIN
STEEL
SQUARE
SLIDING
SLIDER (WINDOW)
STRUCTURAL
TREAD
STORAGE
SL
SQ
STL
STOR
SLDG
T
EXTERIOR
FAU
FF
EXT
FACE OF
FLOORFLR
FO
FG
FORCED AIR UNIT
FIXED GLASS
FINISH FLOOR STRUCT
TOP OF SHEETING
TOP OF MASONRY
TEMPERED GLASS
PREFABRICATED
WOOD
WROUGHT IRON
WINDOW
SKL
SHT
HW
SHLF
SHLV
SELECT
SINGLE HUNG
STAINLESS STEEL
SHELF AND POLE
SHEATHING
SS
SHTG
SEL
SH
S&P
ELECTRICAL
EACH
DW
EA
ELEC
EJ EXPANSION JOINT
DISHWASHER
EQUALEQ
TV
SIMILARSIM
EACH WAYEW
T&B
SHOWERSHWR
SHEET
SKYLIGHT
HOT WATER
SHELF
SHELVING
TELEVISION
TOP & BOTTOM
FHWS FLATHEAD WOOD SCREW
FIN
FJ
FURR
GB
HVAC
FND
REFRIGERATOR
ROOM
REQUIRED
ROUGH SAWN
REINFORCEMENT
REDWOOD
REINF
REQD
RM
RS
RWD
REFR
DIMENSION
DIAGONAL
DIAMETER
DOUBLE
DIM
DIA
DBL
DIAG
DS
DOOR
DOWN
DR
DN
DOWNSPOUT
FINISH
FLOOR JOIST
FOUNDATION
FURRED
GYPSUM BOARD
OPG
PERF
OD
RDWD
ENCL
FHMS
RO
PAIR
PLYWOOD
POLYVINYL CHLORIDE
PROPERTY LINE
ROOF DRAIN
RADIUS/RISER
CONC CONCRETE
PL
PVC
PR
PLYWD
RD
R
CLEANOUT
CONCRETE
COLUMNCOL
CONC
CONT
CT
CO
CMU
CTSK COUNTERSINK
CONCRETE MASONRY UNIT
CONTINUOUS
CERAMIC TILE
OUTSIDE DIAMETER
OPENING
PERFORATE
ROUGH OPENING
REDWOOD
ENCLOSURE
FLATHEAD MACHINE SCREW
MATL MATERIAL
NOT IN CONTRACTNIC
OBS
MC
MED
MB
NAT
NUMBER
OVER
ON CENTER
OVERHEAD
NOT TO SCALE
OVERFLOW SCUPPER
NTS
NO
OH
OC
O/
OS
CEILING
CABINET
CLG
CJ
CAB
CLEARCLR
CONTROL JOINT
OBSCURE
MACHINE BOLT
MEDICINE CABINET
MEDIUM
NATURAL
CSK
CTR
CW
CSMT
CB
CONST
MINIMUM
MECHANICAL
NORTH
METAL
MISCELLANEOUS
MANUFACTURER
MIN
MECH
MFG
N
MTL
MISC
ADJACENT
AC
ADJ
AFF
ASPHALT CONCRETE
ABOVE FINISH FLOOR
CENTER
CASEMENT
COUNTER SINK
COLD WATER
CATCH BASIN
CONSTRUCTION
ALUM
A/C
JOIST
LAVATORY
LAMINATE
JST
MAX
LAV
LAM
AT
ANGLE
DIAMETER
CENTERLINE
@
Ø
CL
ALUMINUM
AIR CONDITIONING
COMPOSITE SHINGLESCOMP
AIR CONDITIONING
OTHERWISE
BOTTOM OF BEAMBOBM
BOTTOM OFBO
BUILDINGBLDG
BLKG
BLK
BD BOARD
BLOCK
BLOCKING
BM BEAM
BOTTOM OF FRAMINGBOF
BOTTOM OFBO
DIRECTORY:
ARCHITECTURAL ABBREVIATIONS:
VICINITY MAPARCHITECTURAL SYMBOLS
JEANNICE CARRILLO
JEAN-PRESCOTT STUDIO
ANAHEIM, CA
email: [email protected]
DESIGNER
LETTER AND SHEET
NUMBER AND SHEET
SHEET INDEX:
ARCHITECTURAL SHEETS:
PROJECT DATA:
LEGAL DESCRIPTION:
ZONE:
TYPE OF CONSTRUCTION:
OWNER
GENERAL NOTES:
N
NOTE: ANY USE OF MEDICAL GAS IS NOT INTENDED FOR THIS BUSINESS NOTE: THIS IS NOT A OSHPD PROJECT
SITE
SATELLITE MAP
NOTE: EXTERIOR SIGNAGE REQUIRES SEPARETE APPROVAL AND A SEPARATE PERMIT.
NOTE: MECHANICAL, PLUMBING, ELECTRICAL PLANS ARE UNDER A
SEPARATE PERMIT AND A SEPARATE SUBMITTAL
23811 BRIDGER RD., UNIT #100
11,621 SQFT - NO CHANGESAREA OF BUILDING:
P BK 34 PG 29 PAR 4 BALDWIN & BRIDGERS SUB LOT A POR OF LOT (P M) LOT: 4
PARCEL USE CODE 3
1,046 SQFT - NO CHANGESAREA OF UNIT #100:
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
T-1
COVER PAGE
313
CHAPTER 5
NONRESIDENTIAL MANDATORY MEASURES
SECTION 5.101 GENERAL
5.101.1 SCOPE
The provisions of this chapter outline planning, design and development methods that include environmentally responsible site selection, building design, building siting and development to protect, restore and enhance the environmental quality of the site and respect the integrity of adjacent properties.
DIVISION 5.1
PLANNING AND DESIGN
2022 CALIFORNIA GREEN BUILDING STANDARDS CODE
NONRESIDENTIAL MANDATORY MEASURES, SHEET 1 (July 2024 Supplement) Y
SECTION 5.102 DEFINITIONS
5.102.1 DEFINITIONS
The following terms are defined in Chapter 2 (and are included here for reference) CUTOFF LUMINAIRES. Luminaires whose light distribution is such that the candela per 1000 lamp lumens does not numerically exceed 25 (2.5 percent) at an angle of 90 degrees above nadir, and 100 (10 percent) at a vertical angle of 80 degrees above nadir. This applies to all lateral angles around the luminaire.
ELECTRIC VEHICLE (EV). [BSC-CG, HCD]
An automotive-type vehicle for on-road use, such as passenger automobiles, buses, trucks, vans, neighborhood electric vehicles, electric motorcycles and the like, primarily powered by an electric motor that draws current from a rechargeable storage battery, fuel cell, photovoltaic array or other source of electric current. Plug-in hybrid electric vehicles (PHEV) are considered electric vehicles. For purposes of the California Electrical Code, off-road, self-propelled electric vehicles, such as industrial trucks, hoists, lifts, transports, golf carts, airline ground support equipment, tractors, boats and the like, are not included.
ELECTRIC VEHICLE (EV) CAPABLE SPACE. [BSC-CG,
DSA-SS and HCD] A vehicle space with electrical panel space and load capacity to support a branch circuit and necessary raceways, both underground and/or surface mounted, to support EV charging.
ELECTRIC VEHICLE (EV) CHARGER. [BSC-CG, HCD] Off-board charging equipment used to charge an electric vehicle.
ELECTRIC VEHICLE CHARGING SPACE (EV SPACE). [HCD] A space intended for future installation of EV charging equipment and charging of electric vehicles.
ELECTRIC VEHICLE CHARGING STATION (EVCS). [BSC-CG, DSA-SS, HCD] One or more electric vehicle charging spaces served by EVSE or receptacle(s).
ELECTRIC VEHICLE (EV) READY SPACE. [HCD] A vehicle space which is provided with a branch circuit; any necessary raceways, both underground and/or surface mounted; to accommodate EV charging, terminating in a receptacle or a charger.
ELECTRIC VEHICLE SUPPLY EQUIPMENT (EVSE).[BSC-CG, DSA-SS and HCD] The conductors, including the ungrounded, grounded and equipment grounding conductors and the electric vehicle connectors, attachment plugs, personnel protection system, and all other fittings, devices, power outlets or apparatus installed specifically for the purpose of transferring energy between the premises wiring and the electric vehicle.
SECTION 5.105 DECONSTRUCTION AND REUSE OF EXISTING STRUCTURES
5.105.1 Scope. [BSC-CG] Effective July 1, 2024, alteration(s) to existing building(s) where the combined altered floor area is 100,000 square feet or greater shall comply with either Section 5.105.2, 5.409.2, or 5.409.3. Addition(s) to existing building(s) where the total floor area combined with the existing building(s) is 100,000 square feet or greater shall comply with either Section 5.105.2, Section 5.409.2, or Section 5.409.3. Effective January 1, 2026, the combined floor area shall be 50,000 square feet or greater.
[DSA-SS] Alteration(s) to existing building(s) where the combined altered floor area is 50,000 square feet or greater shall comply with either Section 5.105.2, 5.409.2, or 5.409.3. Addition(s) to existing building(s) where the total floor area combined with the existing building(s) is 50,000 square feet or greater shall comply with either Section 5.105.2, Section 5.409.2, or Section 5.409.3.
Exception [BSC-CG, DSA-SS]: Combined addition(s) to existing building(s) of two times the area or more of the existing building(s) is not eligible to meet compliance with Section 5.105.2.
5.105.2 Reuse of existing building. An alteration or addition to an existing building shall maintain at a minimum 45 percent combined of the existing building’s primary structural elements (foundations; columns, beams, walls, and floors; and lateral elements) and existing building enclosure (roof framing, wall framing and exterior finishes). Window assemblies, insulation, portions of buildings deemed structurally unsound or hazardous, and hazardous materials that are remediated as part of the project shall not be included in the calculation.
5.105.2.1 Verification of compliance. Documentation shall be provided in the construction documents to demonstrate compliance with Section 5.105.2.
Note: Sample Worksheet WS-3 in Chapter 8 may be used to assist in documenting compliance with this section.
5.105.3 Deconstruction (Reserved).
5.106.5.6 Electric vehicle (EV) charging at public schools and community colleges. [DSA-SS] Electric vehicle infrastructure and electric vehicle charging stations shall comply with Section 5.106.5.6 and shall be provided in accordance with regulations in the California Building Code and the California Electrical Code.
Exceptions:
1. On a case-by-case basis where compliance with this section has been demonstrated to be not feasible based upon one of the following conditions,and with concurrence by the Division of the State Architect (DSA), compliance with Section 5.106.5.6 shall not be required. a.
Where there is no local utility power supply.
b. Where the local utility is unable to supply adequate power. c. The installation of EVCS is impracticable.
2. Parking spaces accessible only by automated mechanical car parking systems are not required to comply with Section 5.106.5.6.
5.106.5.6.1 EV capable spaces. EV capable spaces shall be provided in accordance with Table 5.106.5.6.1 and the following requirements:
1. Raceways complying with the California Electrical Code and no less than 1-inch (25 mm) diameter shall be provided and shall originate at a service panel or a subpanel(s) serving the area and shall terminate in close proximity to the proposed location of the EV capable space and into a suitable listed cabinet, box, enclosure or equivalent. A common raceway may be used to serve multiple EV capable spaces.
2. A service panel or subpanel(s) shall be provided with panel space and electrical load capacity for a dedicated 208/240 volt, 40-ampere minimum branch circuit for each EV capable space, with delivery of 30-ampere minimum to an installed EVSE at each EVCS.
3. The electrical system and any on-site distribution transformers shall have sufficient capacity to supply full rated amperage at each EV capable space.
4. The service panel or subpanel circuit directory shall identify the reserved overcurrent protective device space(s) as “EV CAPABLE.” The raceway termination location shall be permanently and visibly marked as “EV CAPABLE.”
1. Calculation for spaces shall be rounded up to the nearest whole number.
2. Each EVCS shall reduce the number of required EV capable spaces by the same number.
5.106.5.6.2 Electric vehicle charging stations (EVCS). EV capable spaces shall be provided with EVSE to create EVCS in the number indicated in Table 5.106.5.6.1 and shall comply with Section 5.106.5.6.2.
EVCS shall be serviced by Level 2 or Direct Current Fast Charging (DCFC) EVSE, or with EVSE in any combination of Level 2 and DCFC. Accessible EVCS shall be provided in accordance with California Building Code Chapter 11B.
5.106.5.3 Electric vehicle (EV) charging. [N] [BSC-CG] Construction to provide electric vehicle infrastructure and facilitate electric vehicle charging shall comply with Section 5.106.5.3.1 EV capable spaces, Section 5.106.5.3.2 Electric vehicle charging stations and associated Table 5.106.5.3.1, or Section 5.106.5.3.6 Electric vehicle charging stations (EVCS)—Power allocation method and associated Table 5.106.5.3.6 and shall be provided in accordance with regulations in the California Building Code and the California Electrical Code.
Exceptions:
1. On a case-by-case basis where the local enforcing agency has determined compliance with this section is not feasible based upon one of the following conditions:
a. Where there is no local utility power supply
b. Where the local utility is unable to supply adequate power. c. Where there is evidence suitable to the local enforcement agency substantiating the local utility infrastructure design requirements, directly related to the implementation of Section 5.106.5.3, may adversely impact the construction cost of the project.
2. Parking spaces accessible only by automated mechanical car parking systems are not required to comply with this code section.
5.106.5.3.1 EV capable spaces. [N] EV capable spaces shall be provided in accordance with Table
5.106.5.3.1 and the following requirements:
1. Raceways complying with the California Electrical Code and no less that 1-inch (25 mm) diameter shall be provided and shall originate at a service panel or a subpanel(s) serving the area, and shall terminate in close proximity to the proposed location of the EV capable and into a suitable listed cabinet, box,enclosure or equivalent. A common raceway may be used to serve multiple EV charging spaces.
2. A service panel or subpanel (s) shall be provided with panel space and electrical load capacity for a dedicated 208/240 volt, 40-ampere minimum branch circuit for each EV capable space, with delivery of 30-ampere minimum to an installed EVSE at each EVCS.
3. The electrical system and any on-site distribution transformers shall have sufficient capacity to supply full rated amperage at each EV capable space.
4. The service panel or subpanel circuit directory shall identify the reserved overcurrent protective devices space(s) as "EV CAPABLE". The raceway termination location shall be permanently and visibly marked as "EV CAPABLE."
Note: A parking space served by electric vehicle supply equipment or designed as a future EV charging space shall count as at least one standard automobile parking space only for the purpose of complying with any applicable minimum parking space requirements established by an enforcement agency. See vehicle Code Section 22511.2 for further details.
ABBREVIATION DEFINITIONS:
HCD Department of Housing and Community Development
BSC
California Building Standards Commission
DSA-SS Division of the State Architect, Structural Safety OSHPD Office of Statewide Health Planning and Development LR Low Rise
HR High Rise
AA Additions and Alterations
N New
5.106.4.1.2 Long-term bicycle parking. For new buildings with tenant spaces that have 10 or more tenant-occupants, provide secure bicycle parking for 5 percent of the tenant-occupant vehicular parking spaces with a minimum of one bicycle parking facility.
5.106.4.1.3 For additions or alterations that add 10 or more tenant-occupant vehicular parking spaces, provide secure bicycle parking for 5 percent of the tenant vehicular parking spaces being added, with a minimum of one bicycle parking facility.
5.106.4.1.4 For new shell buildings in phased projects provide secure bicycle parking for 5 percent of the anticipated tenant-occupant vehicular parking spaces with a minimum of one bicycle parking facility.
5.106.4.1.5 Acceptable bicycle parking facility for Sections 5.106.4.1.2, 5.106.4.1.3, and 5.106.4.1.4 shall be convenient from the street and shall meet one of the following:
1. Covered, lockable enclosures with permanently anchored racks for bicycles;
2. Lockable bicycle rooms with permanently anchored racks; or
3. Lockable, permanently anchored bicycle lockers.
Note: Additional information on recommended bicycle accommodations may be obtained from Sacramento Area Bicycle Advocates.
5.106.4.2 Bicycle parking. [DSA-SS] For public schools and community colleges, comply with Sections
5.106.4.2.1 and 5.106.4.2.2
5.106.4.2.1 Student bicycle parking. Provide permanently anchored bicycle racks conveniently accessed with a minimum of four two-bike capacity racks per new building.
5.106.4.2.2 Staff bicycle parking. Provide permanent, secure bicycle parking conveniently accessed with a minimum of two staff bicycle parking spaces per new building. Acceptable bicycle parking facilities shall be convenient from the street or staff parking area and shall meet one of the following:
1. Covered, lockable enclosures with permanently anchored racks for bicycles;
2. Lockable bicycle rooms with permanently anchored racks; or
3. Lockable, permanently anchored bicycle lockers.
5.106.4 BICYCLE PARKING. For buildings within the authority of California Building Standards Commission as specified in Section 103, comply with Section 5.106.4.1. For buildings within the authority of the Division of the State Architect pursuant to Section 105, comply with Section 5.106.4.2
5.106.4.1 Bicycle parking. [BSC-CG] Comply with Sections 5.106.4.1.1 and 5.106.4.1.2; or meet the applicable local ordinance, whichever is stricter.
5.106.4.1.1 Short-term bicycle parking. If the new project or an addition or alteration is anticipated to generate visitor traffic, provide permanently anchored bicycle racks within 200 feet of the visitors' entrance, readily visible to passers-by, for 5% of new visitor motorized vehicle parking spaces being added, with a minimum of one two-bike capacity rack.
Exception: Additions or alterations which add nine or less visitor vehicular parking spaces.
CHAPTER 3
GREEN BUILDING
SECTION 301 GENERAL
301.1 SCOPE. Buildings shall be designed to include the green building measures specified as mandatory in the application checklists contained in this code. Voluntary green building measures are also included in the application checklists and may be included in the design and construction of structures covered by this code, but are not required unless adopted by a city, county, or city and county as specified in Section 101.7. 301.3 NONRESIDENTIAL ADDITIONS AND ALTERATIONS. [BSC-CG] The provisions of individual sections of Chapter 5 apply to newly constructed buildings, building additions of 1,000 square feet or greater, and/or building alterations with a permit valuation of $200,000 or above (for occupancies within the authority of California Building Standards Commission). Code sections relevant to additions and alterations shall only apply to the portions of the building being added or altered within the scope of the permitted work.
A code section will be designated by a banner to indicate where the code section only applies to newly constructed buildings [N] or to additions and/or alterations [A]. When the code section applies to both, no banner will be used.
301.3.1 Nonresidential additions and alterations that cause updates to plumbing fixtures only:
Note: On and after January 1, 2014, certain commercial real property, as defined in Civil Code Section 1101.3, shall have its noncompliant plumbing fixtures replaced with appropriate water-conserving plumbing fixtures under specific circumstances. See Civil Code Section 1101.1 et seq. for definitions, types of commercial real property affected, effective dates, circumstances necessitating replacement of noncompliant plumbing fixtures, and duties and responsibilities for ensuring compliance.
301.3.2 Waste Diversion. The requirements of Section 5.408 shall be required for additions and alterations whenever a permit is required for work.
301.4 PUBLIC SCHOOLS AND COMMUNITY COLLEGES. (see GBSC) 301.5 HEALTH FACILITIES. (see GBSC)
SECTION 302 MIXED OCCUPANCY BUILDINGS
302.1 MIXED OCCUPANCY BUILDINGS. In mixed occupancy buildings, each portion of a building shall comply with the specific green building measures applicable to each specific occupancy.
SECTION 303 PHASED PROJECTS
303.1 PHASED PROJECTS. For shell buildings and others constructed for future tenant improvements, only those code measures relevant to the building components and systems considered to be new construction (or newly constructed) shall apply.
303.1.1 Initial Tenant improvements. The provisions of this code shall apply only to the initial tenant improvements to a project. Subsequent tenant improvements shall comply with the scoping provisions in Section 301.3 non-residential additions and alterations.
The installation of each DCFC EVSE shall be permitted to reduce the minimum number of required EV capable spaces without EVSE by five and reduce proportionally the required electrical load capacity to the service panel or subpanel.
5.106.5.3.2.1 The installation of each DCFC EVSE shall be permitted to reduce the minimum number of required EV capable spaces without EVSE or EVCS with Level 2 EVSE by five and reduce proportionally the required electrical load capacity to the service panel or subpanel.
5.106.5.3.2.2 The installation of two low power Level 2 EV charging receptacles shall be permitted to reduce the minimum number of required EV capable spaces without EVSE in Table
5.106.5.3.1 by one.
5.106.5.3.3 Use of automatic load management systems (ALMS).
ALMS shall be permitted for EVCS. When ALMS is installed, the required electrical load capacity specified in Section
5.106.5.3.1 for each EVCS may be reduced when serviced by an EVSE controlled by an ALMS. Each EVSE controlled by an ALMS shall deliver a minimum 30 amperes to an EV when charging one vehicle and shall deliver a minimum 3.3 kW while simultaneously charging multiple EVs.
5.106.5.3.4 Accessible EVCS.
When EVSE is installed, accessible EVSC shall be provided in accordance with the California Building Code, Chapter 11B, Section 11B-228.3.
Note: For EVCS signs, refer to Caltrans Traffic Operations Policy Directive 13-01 (Zero Emission Vehicle Signs and Pavement Markings) or its successor(s).
5.106.5.3.4 Accessible electric vehicle charging station (EVCS). When EVSE is installed, accessible EVCS shall be provided in accordance with the California Building Code, Chapter 11B, Section 11B-228.3.
5.106.5.3.5 Electric vehicle charging station signage. Electric vehicle charging stations shall be identified by signage or pavement markings in compliance with Caltrans Traffic Operations Policy Directive 13-01 (Zero Emission Vehicle Signs and Pavement Markings) or its successor(s).
Power allocation method shall include the following:
1. Use any kVA combination of EV capable spaces, low power Level 2, Level 2 or DCFC EVSEs.
2. At least one Level 2 EVSE shall be provided.
5.106.5.3.6 Electric vehicle charging stations (EVCS)—power allocation method. The power allocation method may be used as an alternative to the requirements in Section 5.106.5.3.1, Section 5.106.5.3.2 and associated Table 5.106.5.3.1. Use Table 5.106.5.3.6 to determine the total power in kVA required based on the total number of actual parking spaces.
TABLE 5.106.5.3.1
TOTAL NUMBER OF ACTUAL
PARKING SPACES
NUMBER OF REQUIRED EV
CAPABLE SPACES
NUMBER OF EVCS (EV
CAPABLE SPACES
PROVIDED WITH
EVSE)^2
0-9 0 0
10-25 2 0
26-50 8 2
51-75 13 3
76-100 17 4
101-150 25 6
151-200 35 9
201 AND OVER 20 percent of actual
parking spaces¹
25 percent of EV capable
spaces¹
DISCLAIMER:THIS DOCUMENT IS PROVIDED AND INTENDED TO BE USED AS A MEANS TO INDICATE AREAS OF COMPLIANCE WITH THE CALIFORNIA GREEN BUILDING STANDARDS (CALGREEN) CODE. DUE TO THE VARIABLES BETWEEN BUILDING DEPART MENT JURISDICTIONS, THIS CHECKLIST IS TO BE USED ON AN INDIVIDUAL PROJECT BASIS AND MAY BE MODIFIED BY THE END USER TO MEET THOSE INDIVIDUAL NEEDS. THE END USER ASSUMES ALL RESPONSIBILITY ASSOCIATED WITH THE USE OF THIS DOCUMENT, INCLUDING VERIFICATION WITH THE FULL CODE.
5.106.2 STORMWATER POLLUTION PREVENTION FOR PROJECTS THAT DISTURB ONE OR MORE ACRES OF LAND. Comply with all lawfully enacted stormwater discharge regulations for projects that (1) disturb one acre or more of land, or (2) disturb less than one acre of land but are part of a larger common plan of development sale.
Note: Projects that (1) disturb one acre or more of land, or (2) disturb less than one acre of land but are part of the larger common plan of development or sale must comply with the post-construction requirements detailed in the applicable National Pollutant Discharge Elimination System (NPDES) General permit for Stormwater Discharges Associated with Construction and Land Disturbance Activities issued by the State Water Resources Control Board or the Lahontan Regional Water Quality Control Board (for projects in the Lake Tahoe Hydrologic Unit).
The NPDES permits require postconstruction runoff (post-project hydrology) to match the preconstruction runoff (pre-project hydrology) with the installation of postconstruction stormwater management measures. The NPDES permits emphasize runoff reduction through on-site stormwater use, interception, evapotranspiration, and infiltration through nonstructural controls, such as Low Impact Development (LID) practices, and conversation design measures.
Stormwater volume that cannot be addressed using nonstructural practices is required to be captured in structural practices and be approved by the enforcing agency.
Refer to the current applicable permits on the State Water Resources Control Board website at:
www.waterboards.ca.gov/constructionstormwater. Consideration to the stormwater runoff management measures should be given during the initial design process for appropriate integration into site development.
N/A Y N/A
1. Calculation for spaces shall be rounded up to the nearest whole number.
2. The number of required EVCS (EV capable spaces provided with EVSE) in column 3 count toward the total number of required EV capable spaces shown in column 2.
3. At least one Level 2 EVSE shall be provided.
Y N/A Y N/A
Y =
YES
N/A = NOT APPLICABLE
RESPON. PARTY = RESPONSIBLE PARTY (ie: ARCHITECT, ENGINEER, OWNER, CONTRACTOR, INSPECTOR ETC.)
RESPON.
PARTY
RESPON.
PARTY
RESPON.
PARTY
RESPON.
PARTY
5.106.5.5 Electric vehicle (EV) charging: medium-duty and heavy-duty. [N] [BSG-CG] Construction shall comply with Section 5.106.5.5.1 to facilitate future installation of electric vehicle supply equipment (EVSE). Construction for warehouses, grocery stores and retail stores, office buildings, and manufacturing facilities with pl anned off-street
loading spaces shall also comply with Section 5.106.5.5.1 for future installation of medium- and heavy-duty EVSE.
Exceptions:
1. On a case-by-case basis where the local enforcing agency has determined compliance with this section is not feasible based upon one of the following conditions:
a. Where there is no local utility power supply.
b. Where the local utility is unable to supply adequate power. c. Where there is evidence suitable to the local enforcing agency substantiating that additional local utility infrastructure design requirements, directly related to the implementation of Section 5.106.5.3, may adversely impact the construction cost of the project.
When EVSE(s) is/are installed, it shall be in accordance with the California Building Code, the California Electrical Code and as follows:
5.106.5.5.1 Electric vehicle charging readiness requirements for warehouses, grocery stores, office buildings, and manufacturing facilities and retail stores with planned off-street loading spaces. [N] In order to avoid future demolition when adding EV supply and distribution equipment, spare raceway(s) or busway(s) and adequate capacity for transformer(s), service panel(s) or subpanel(s) shall be installed at the time of construction in accordance with the California Electrical Code. Construction plans and specifications shall include, but are not limited to, the following:
1. The transformer, main service equipment and subpanels shall meet the minimum power requirement in Table 5.106.5.5.1 to accommodate the dedicated branch circuits for the future installation of EVSE.
2. The construction documents shall indicate one or more location(s) convenient to the planned off-street loading space(s) reserved for medium- and heavy-duty ZEV charging cabinets and charging dispensers, and a pathway reserved for routing of conduit from the termination of the raceway(s) or busway(s) to the charging cabinet(s) and dispenser(s), as shown in Table 5.106.5.5.1.
3. Raceway(s) or busway(s) originating at a main service panel or a subpanel(s) serving the area where potential future medium- and heavy-duty EVSE will be located and shall terminate in close proximity to the potential future location of the charging equipment for medium- and heavy-duty vehicles.
4. The raceway(s) or busway(s) shall be of sufficient size to carry the minimum additional system load to the future location of the charging for medium- and heavy-duty ZEVs as shown in Table
5.106.5.5.1.
TABLE 5.106.5.3.6
TOTAL NUMBER OF ACTUAL
PARKING SPACES
MINIMUM
TOTAL kVA @
6.6 kVA
TOTAL kVA REQUIRED IN ANY
COMBINATION OF EV CAPABLE,3,4
LOW POWER LEVEL 2, LEVEL 2, 1, 2
OR DCFC
0-9 0 0
10-25 26.4 26.4
26-50 52.8 52.8
51-75 85.8 85.8
76-100 112.2 112.2
101-150 165 165
151-200 231 231
201 AND OVER
20 percent of actual
parking spaces x
6.6 Total required kVA = P × .20 × 6.6
Where P = Parking spaces in facility
1. Level 2 EVSE @ 6.6 kVA minimum.
2. At least one Level 2 EVSE shall be provided.
3. Maximum allowed kVA to be utilized for EV capable spaces is 75 percent.
4. If EV capable spaces are utilized, they shall meet the requirements of Section 5.106.5.3.1 EV capable spaces.
5.106.5.4 Additions or alterations to existing buildings or parking facilities [A]. [BSC-CG] Existing buildings or parking facilities being modified by one of the following shall comply with Section 5.106.5.4.1 or 5.106.5.4.2.
When EVSE is installed, accessible EVCS shall be provided in accordance with the California Building Code, Chapter 11B, Section 11B-228.3.
1. When the scope of construction work includes an increase in power supply to an electric service panel as part of a parking facility addition or alteration.
2. When a new photovoltaic system is installed covering existing parking spaces.
3. When additions or alterations to existing buildings are triggered pursuant to code Section 301.3 and the scope of work includes an increase in power supply to an electric service panel.
Exceptions:
1. On a case-by-case basis where the local enforcing agency has determined compliance with this section is not feasible based upon one of the following conditions:
a. Where there is no local utility power supply.
b. Where the local utility is unable to supply adequate power. c. Where there is evidence suitable to the local enforcement agency substantiating that additional local utility infrastructure design requirements, directly related to the implementation of Section
5.106.5.3, may adversely impact the construction cost of the project. d. Where demonstrated as impracticable excluding local utility service or utility infrastructure issues.
2. Remote parking facilities that do not have access to the building service panel.
3. Parking area lighting upgrades where no trenching is part of the scope of work.
4. Emergency repairs, including but not limited to water line break in parking facilities, natural disaster repairs, etc.
5.106.5.4.1 Existing buildings or parking areas without previously installed EV capable infrastructure [A]. When EV capable infrastructure does not exist at an existing parking facility or building, and the parking facility or building undergoes an addition or alteration listed in Section 5.106.5.4, construction shall include electric vehicle charging in compliance with either Section 5.106.5.3 and associated Table 5.106.5.3.1, or Section 5.106.5.3.6 and associated Table 5.106.5.3.6 for the total number of actual parking spaces being added or altered.
5.106.5.4.2 Existing buildings or parking areas with previously installed EV capable infrastructure [A]. When EV capable infrastructure is available at an existing parking facility or building, and the parking facility or building is undergoing an addition or alteration listed in Section 5.106.5.4, construction shall include electric vehicle charging in compliance with either Section 5.106.5.3 and associated Table
5.106.5.3.1, or Section 5.106.5.3.6 and associated Table 5.106.5.3.6 utilizing the existing EV capable allocated power and infrastructure for the total number of actual parking spaces being added or altered. If the area being added or altered exceeds the existing EV capable capacity, allocated power and infrastructure, provide additional EV charging as needed to comply with this section.
TABLE 5.106.5.5.1 RACEWAY CONDUIT AND PANEL POWER
REQUIREMENTS FOR MEDIUM- AND HEAVY-DUTY EVSE [N]
BUILDING TYPE BUILDING SIZE (SQ. FT.)
NUMBER OF
OFF-STREET
LOADING SPACES
ADDITIONAL
CAPACITY
REQUIRED (KVA)
FOR RACEWAY &
BUSWAY AND
TRANSFORMER &
PANEL
Grocery
10,000 to 90,000
1 or 2 200
3 or Greater 400
Greater than 90,000 1 or Greater 400
Manufacturing Facilities
10,000 to 50,000 1 or 2 200
10,000 to 50,000 3 or Greater 400
Greater than 50,000 1 or Greater 400
Office Buildings
10,000 to 135,000 1 or 2 200
10,000 to 135,000 3 or Greater 400
Greater than 135,000 1 or Greater 400
Retail
10,000 to 135,000
1 or 2 200
3 or Greater 400
Greater than 135,000 1 or Greater 400
Warehouse
20,000 to 256,000
1 or 2 200
3 or Greater 400
Greater than 256,000 1 or Greater 400
TABLE 5.106.5.6.1
TOTAL NUMBER OF ACTUAL
PARKING SPACES
NUMBER OF REQUIRED EV
CAPABLE SPACES
NUMBER OF
REQUIRED EVCS2
0-9 0 0
10-25 4 1
26-50 8 2
51-75 13 3
76-100 17 4
101-150 25 6
151-200 35 9
201 AND OVER 20 percent of total spaces¹ 25 percent of EV capable spaces¹
5.106.5.3.2 Electric vehicle charging stations (EVCS) EV capable spaces shall be provided with electric vehicle supply equipment (EVSE) to create EVCS in the number indicated in Table 5.106.5.3.1. The EVCS required by Table 5.106.5.3.1 shall be provided with Level 2 EVSE or DCFC as permitted in Section
5.106.5.3.2.1. At least one Level 2 EVSE shall be provided.
One EV charger with multiple connectors capable of charging multiple EVs simultaneously shall be per mitted if
the electrical load capacity required by Section 5.106.5.3.1 for each EV capable space is accumulatively supplied to the EV charger.
SECTION 5.106 SITE DEVELOPMENT
5.106.1 STORM WATER POLLUTION PREVENTION FOR PROJECTS THAT DISTURB LESS THAN ONE ACRE OF LAND. Newly constructed projects and additions which disturb less than one acre of land, and are not part of a larger common plan of development or sale, shall prevent the pollution of storm water runoff from the construction activities through one or more of the following measures:
5.106.1.1 Local ordinance. Comply with a lawfully enacted storm water management and/or erosion control ordinance.
5.106.1.2 Best Management Practices (BMPs). Prevent the loss of soil through wind or water erosion by implementing an effective combination of erosion and sediment control and good housekeeping BMPs.
1. Soil loss BMPs that should be considered for implementation as appropriate for each project include, but are not limited to, the following:
a. Scheduling construction activity during dry weather, when possible. b. Preservation of natural features, vegetation, soil, and buffers around surface waters. c. Drainage swales or lined ditches to control stormwater flow. d. Mulching or hydroseeding to stabilize disturbed soils. e. Erosion control to protect slopes.
f. Protection of storm drain inlets (gravel bags or catch basin inserts). g. Perimeter sediment control (perimeter silt fence, fiber rolls). h. Sediment trap or sediment basin to retain sediment on site. i. Stabilized construction exits.
j. Wind erosion control.
k. Other soil loss BMPs acceptable to the enforcing agency.
2. Good housekeeping BMPs to manage construction equipment, materials, non-stormwater discharges and wastes that should be considered for implementation as appropriate for each project include, but are not limited to, the following:
a. Dewatering activities.
b. Material handling and waste management.
c. Building materials stockpile management.
d. Management of washout areas (concrete, paints, stucco, etc.). e. Control of vehicle/equipment fueling to contractor's staging area. f. Vehicle and equipment cleaning performed off site.
g Spill prevention and control.
h. Other housekeeping BMPs acceptable to the enforcing agency.
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
GB1.0
GREEN BUILDING
CODES
314
DIVISION 5.4 MATERIAL CONSERVATION AND RESOURCE
EFFICIENCY
SECTION 5.401 GENERAL
5.401.1 SCOPE. The provisions of this chapter specify the requirements of achieving material conservation, resource efficiency, and greenhouse gas (GHG) emission reduction through protection of buildings from exterior moisture, construction waste diversion, employment of techniques to reduce pollution through recycling of mate rials, the
installation of products with lower GHG emissions and building commissioning or testing and adjusting.
SECTION 5.408 CONSTRUCTION WASTE REDUCTION, DISPOSAL AND
RECYCLING
5.408.1 CONSTRUCTION WASTE MANAGEMENT. Recycle and/or salvage for reuse a minimum of 65% of the non-hazardous construction and demolition waste in accordance with Section 5.408.1.1, 5.408.1.2 or 5.408.1.3; or meet a local construction and demolition waste management ordinance, whichever is more stringent.
5.408.1.1 Construction waste management plan. Where a local jurisdiction does not have a construction and demolition waste management ordinance, submit a construction waste management plan that:
1. Identifies the construction and demolition waste materials to be diverted from disposal by efficient usage, recycling, reuse on the project or salvage for future use or sale.
2. Determines if construction and demolition waste materials will be sorted on-site (source-separated) or bulk mixed (single stream).
3. Identifies diversion facilities where construction and demolition waste material collected will be taken.
4. Specifies that the amount of construction and demolition waste materials diverted shall be calculated by weight or volume, but not by both.
5.408.1.2 Waste Management Company. Utilize a waste management company that can provide verifiable documentation that the percentage of construction and demolition waste material diverted from the landfill complies with this section.
Note: The owner or contractor shall make the determination if the construction and demolition waste material will be diverted by a waste management company.
Exceptions to Sections 5.408.1.1 and 5.408.1.2:
1. Excavated soil and land-clearing debris.
2. Alternate waste reduction methods developed by working with local agencies if diversion or recy cle facilities capable of compliance with this item do not exist.
3. Demolition waste meeting local ordinance or calculated in consideration of local recycling facilities and markets.
5.408.1.3 Waste stream reduction alternative. The combined weight of new construction disposal that does not exceed two pounds per square foot of building area may be deemed to meet the 65% minimum require ment
as approved by the enforcing agency.
5.408.1.4 Documentation. Documentation shall be provided to the enforcing agency which demonstrates compliance with Sections 5.408.1.1, through 5.408.1.3. The waste management plan shall be updated as necessary and shall be accessible during construction for examination by the enforcing agency.
Notes:
1. Sample forms found in "A Guide to the California Green Building Standards Code (Nonresidential) " located www.dgs.ca.gov/BSC/Resources/Page-Content/Building-Standards-Commission- Resources-List-Folder/CALGreen may be used to assist in documenting compliance with the waste management plan.
2. Mixed construction and demolition debris processors can be located at the California Department of Resources Recycling and Recovery (CalRecycle).
5.408.2 UNIVERSAL WASTE. [A] Additions and alterations to a building or tenant space that meet the scoping provisions in Section 301.3 for nonresidential additions and alterations, shall require verification that Universal Waste
items such as fluorescent lamps and ballast and mercury containing thermostats as well as other California prohibited Universal Waste materials are disposed of properly and are diverted from landfills. A list of prohibited Universal Waste materials shall be included in the construction documents.
Note: Refer to the Universal Waste Rule link at: http://www.dtsc.ca.gov/universalwaste/
5.408.3 EXCAVATED SOIL AND LAND CLEARING DEBRIS. 100 percent of trees, stumps, rocks and associated vegetation and soils resulting primarily from land clearing shall be reused or recycled. For a phased project, such material may be stockpiled on site until the storage site is developed.
Exception: Reuse, either on or off-site, of vegetation or soil contaminated by disease or pest infestation.
Notes:
1. If contamination by disease or pest infestation is suspected, contact the County Agricultural Commissioner and follow its direction for recycling or disposal of the material.
2. For a map of know pest and/or disease quarantine zones, consult with the California Department of Food and Agriculture. (www.cdfa.ca.gov)
SECTION 5.303 INDOOR WATER USE
5.303.1 METERS. Separate submeters or metering devices shall be installed for the uses described in Sections 503.1.1 and 503.1.2.
5.303.1.1 Buildings in excess of 50,000 square feet. Separate submeters shall be installed as follows:
1. For each individual leased, rented or other tenant space within the building projected to consume more than 100 gal/day (380 L/day), including, but not limited to, spaces used for laundry or cleaners, restaurant or food service, medical or dental office, laboratory, or beauty salon or barber shop.
2. Where separate submeters for individual building tenants are unfeasible, for water supplied to the following subsystems:
a. Makeup water for cooling towers where flow through is greater than 500 gpm (30 L/s). b. Makeup water for evaporative coolers greater than 6 gpm (0.04 L/s). c. Steam and hot water boilers with energy input more than 500,000 Btu/h (147 kW).
5.303.1.2 Excess consumption. A separate submeter or metering device shall be provided for any tenant within a new building or within an addition that is projected to consume more than 1,000 gal/day.
SECTION 5.304 OUTDOOR WATER USE
5.304.1 OUTDOOR POTABLE WATER USE IN LANDSCAPE AREAS. Nonresidential developments shall comply with a local water efficient landscape ordinance or the current California Department of Water Resources' Model Water Efficient Landscape Ordinance (MWELO), whichever is more stringent.
Notes:
1. The Model Water Efficient Landscape Ordinance (MWELO) is located in the California Code of Regulations, Title 23, Chapter 2.7, Division 2.
2. MWELO and supporting documents, including a water budget calculator, are available at:
https://www.water.ca.gov/.
5.304.6 OUTDOOR POTABLE WATER USE IN LANDSCAPE AREAS. For public schools and community colleges, landscape projects as described in Sections 5.304.6.1 and 5.304.6.2 shall comply with the California Department of Water Resources Model Water Efficient Landscape Ordinance (MWELO) commencing with Section 490 of Chapter
2.7, Division 2, Title 23, California Code of Regulations, except that the evapotranspiration adjustment factor (ETAF) shall be 0.65 with an additional water allowance for special landscape areas (SLA) of 0.35.
Exception: Any project with an aggregate landscape area of 2,500 square feet or less may comply with the prescriptive measures contained in Appendix D of the MWELO.
5.304.6.1 Newly constructed landscapes. New construction projects with an aggregate landscape area equal to or greater than 500 square feet.
5.304.6.2 Rehabilitated landscapes. Rehabilitated landscape projects with an aggregate landscape area equal to or greater than 1,200 square feet.
5.303.4 COMMERCIAL KITCHEN EQUIPMENT.
5.303.4.1 Food Waste Disposers. Disposers shall either modulate the use of water to no more than 1 gpm when the disposer is not in use (not actively grinding food waste/no-load) or shall automatically shut off after no more than 10 minutes of inactivity. Disposers shall use no more than 8 gpm of water.
Note: This code section does not affect local jurisdiction authority to prohibit or require disposer installation.
5.303.5 AREAS OF ADDITION OR ALTERATION.
For those occupancies within the authority of the California Building Standards Commission as specified in Section 103, the provisions of Section 5.303.3 and 5.303.4 shall apply to new fixtures in additions or areas of alteration to the building.
5.303.6 STANDARDS FOR PLUMBING FIXTURES AND FITTINGS. Plumbing fixtures and fittings shall be installed in accordance with the California Plumbing Code, and shall meet the applicable standards referenced in Table 1701.1 of the California Plumbing Code and in Chapter 6 of this code.
SECTION 5.402 DEFINITIONS
5.402.1 DEFINITIONS. The following terms are defined in Chapter 2 (and are included here for reference) ADJUST. To regulate fluid flow rate and air patterns at the terminal equipment, such as to reduce fan speed or adjust a damper.
SECTION 5.407 WATER RESISTANCE AND MOISTURE MANAGEMENT
5.407.1 WEATHER PROTECTION. Provide a weather-resistant exterior wall and foundation envelope as required by California Building Code Section 1402.2 (Weather Protection), manufacturer's installation instructions or local ordinance, whichever is more stringent.
5.407.2 MOISTURE CONTROL. Employ moisture control measures by the following methods.
5.407.2.1 Sprinklers. Design and maintain landscape irrigation systems to prevent spray on structures.
5.407.2.2 Entries and openings. Design exterior entries and/or openings subject to foot traffic or wind-driven rain to prevent water intrusion into buildings as follows:
5.407.2.2.1 Exterior door protection. Primary exterior entries shall be covered to prevent water intrusion by using nonabsorbent floor and wall finishes within at least 2 feet around and perpendicular to such openings plus at least one of the following:
1. An installed awning at least 4 feet in depth.
2. The door is protected by a roof overhang at least 4 feet in depth.
3. The door is recessed at least 4 feet.
4. Other methods which provide equivalent protection.
5.407.2.2.2 Flashing. Install flashings integrated with a drainage plane.
5.303.3.3 Showerheads. [BSC-CG]
5.303.3.3.1 Single showerhead. Showerheads shall have a maximum flow rate of not more than 1.8 gallons per minute at 80 psi. Showerheads shall be certified to the performance criteria of the U.S. EPA WaterSense Specification for Showerheads.
5.303.3.3.2 Multiple showerheads serving one shower. When a shower is served by more than one showerhead, the combined flow rate of all the showerheads and/or other shower outlets controlled by a single valve shall not exceed 1.8 gallons per minute at 80 psi, or the shower shall be designed to allow only one shower outlet to be in operation at a time.
Note: A hand-held shower shall be considered a showerhead.
5.303.3.4 Faucets and fountains.
5.303.3.4.1 Nonresidential Lavatory faucets. Lavatory faucets shall have a maximum flow rate of not more than 0.5 gallons per minute at 60 psi.
5.303.3.4.2 Kitchen faucets. Kitchen faucets shall have a maximum flow rate of not more than 1.8 gallons per minute at 60 psi. Kitchen faucets may temporarily increase the flow above the maximum rate, but not to exceed 2.2 gallons per minute at 60 psi, and must default to a maximum flow rate of 1.8 gallons per minute at 60 psi.
5.303.3.4.3 Wash fountains. Wash fountains shall have a maximum flow rate of not more than1.8 gallons per minute/20 [rim space (inches) at 60 psi].
5.303.3.4.4 Metering faucets. Metering faucets shall not deliver more than 0.20 gallons per cycle.
5.303.3.4.5 Metering faucets for wash fountains. Metering faucets for wash fountains shall have a maximum flow rate of not more than 0.20 gallons per minute/20 [rim space (inches) at 60 psi].
Note: Where complying faucets are unavailable, aerators or other means may be used to achieve reduction.
5.303.3.4.6 Pre-rinse spray value
When installed, shall meet the requirements in the California Code of Regulations, Title 20 (Appliance Efficiency Regulations), Section 1605.1 (h)(4) Table H-2, Section 1605.3 (h)(4)(A), and Section 1607 (d)(7), and shall be equipped with an integral automatic shutoff.
FOR REFERENCE ONLY:The following table and code section have been reprinted from the California Code of Regulations, Title 20 (Appliance Efficiency Regulations), Section 1605.1 (h)(4) and Section 1605.3 (h)(4)(A).
TABLE H-2
STANDARDS FOR COMMERCIAL PRE-RINSE SPRAY
VALUES MANUFACTURED ON OR AFTER JANUARY 28, 2019
PRODUCT CLASS
[spray force in ounce force (ozf)] MAXIMUM FLOW RATE (gpm) Product Class 1 (≤ 1.00
Product Class 2 (> 5.0 ozf and ≤ 1.20
Product Class 3 (> 8.0 ozf) 1.28
2022 CALIFORNIA GREEN BUILDING STANDARDS CODE
NONRESIDENTIAL MANDATORY MEASURES, SHEET 2 (July 2024 Supplement) Y
DIVISION 5.2 ENERGY EFFICIENCY
SECTION 5.201 GENERAL
5.201.1 Scope [BSC-CG]. California Energy Code [DSA-SS]. For the purposes of mandatory energy efficiency standards in this code, the California Energy Commission will continue to adopt mandatory building standards.
DIVISION 5.3
WATER EFFICIENCY AND CONSERVATION
SECTION 5.301 GENERAL
5.301.1 Scope. The provisions of this chapter shall establish the means of conserving water use indoors, outdoors and in wastewater conveyance.
SECTION 5.302 DEFINITIONS
5.302.1 Definitions. The following terms are defined in Chapter 2 (and are included here for reference) EVAPOTRANSPIRATION ADJUSTMENT FACTOR (ETAF) [DSA-SS]. An adjustment factor when applied to reference evapotranspiration that adjusts for plant factors and irrigation efficiency, which ae two major influences on the amount of water that needs to be applied to the landscape.
FOOTPRINT AREA [DSA-SS]. The total area of the furthest exterior wall of the structure projected to natural grade, not including exterior areas such as stairs, covered walkways, patios and decks.
METERING FAUCET. A self-closing faucet that dispenses a specific volume of water for each actuation cycle. The volume or cycle duration can be fixed or adjustable.
GRAYWATER. Pursuant to Health and Safety Code Section 17922.12, "graywater" means untreated wastewater that has not been contaminated by any toilet discharge, has not been affected by infectious, contaminated, or unhealthy bodily wastes, and does not present a threat from contamination by unhealthful processing, manufacturing, or operating wastes. "Graywater" includes, but is not limited to wastewater from bathtubs, showers, bathroom washbasins, clothes washing machines and laundry tubs, but does not include waste water from kitchen sinks or dishwashers.
MODEL WATER EFFICIENT LANDSCAPE ORDINANCE (MWELO). The California ordinance regulating landscape design, installation and maintenance practices that will ensure commercial, multifamily and other developer installed landscapes greater than 2500 square feet meet an irrigation water budget developed based on landscaped area and climatological parameters.
MODEL WATER EFFICIENT LANDSCAPE ORDINANCE (MWELO). [HCD] The California model ordinance (California Code of Regulations, Title 23, Division 2, Chapter 2.7), regulating landscape design, installation and maintenance practices. Local agencies are required to adopt the updated MWELO, or adopt a local ordinance at least as effective as the MWELO.
POTABLE WATER. Water that is drinkable and meets the U.S. Environmental Protection Agency (EPA) Drinking Water Standards. See definition in the California Plumbing Code, Part 5.
POTABLE WATER. [HCD] Water that is satisfactory for drinking, culinary, and domestic purposes, and meets the U.S. Environmental Protection Agency (EPA) Drinking Water Standards and the requirements of the Health Authority Having Jurisdiction.
RECYCLED WATER. Water which, as a result of treatment of waste, is suitable for a direct beneficial use or a controlled use that would not otherwise occur [Water Code Section 13050 (n)]. Simply put, recycled water is water treated to remove waste matter attaining a quality that is suitable to use the water again.
SUBMETER. [HCD 1] A secondary device beyond a meter that measures water consumption of an individual rental unit within a multiunit residential structure or mixed-use residential and commercial structure. (See Civic Code Section 1954.202 (g) and Water code Section 517 for additional details.) WATER BUDGET. Is the estimated total landscape irrigation water use which shall not exceed the maximum applied water allowance calculated in accordance with the Department of Water Resources Model Efficient Landscape Ordinance (MWELO).
5.106.5.6.5 Requirement to install EVSE. Level 2 EVSE shall be provided in all existing EV capable spaces to create EVCS when a project is required by California Administrative Code Section 4-309 to be submitted for plan approval to the Division of the State Architect. When EVSE is installed in existing EV capable space s, accessible
EVCS shall be provided in accordance with California Building Code Chapter 11B.
Exception: Projects in which improvements in parking areas consist only of accessibility improvements are not required to comply with Section 5.106.5.6.5.
5.106.8 LIGHT POLLUTION REDUCTION. [N]. l Outdoor lighting systems shall be designed and installed to comply with the following:
1. The minimum requirements in the California Energy Code for Lighting Zones 0-4 as defined in Chapter 10, Section 10-114 of the California Administrative Code; and
2. Backlight (B) ratings as defined in IES TM-15-11 (shown in Table A-1 in Chapter 8);
3. Uplight and Glare ratings as defined in California Energy Code (shown in Tables 130.2-A and 130.2-B in Chapter 8) and
4. Allowable BUG ratings not exceeding those shown in Table 5.106.8, [N] or Comply with a local ordinance lawfully enacted pursuant to Section 101.7, whichever is more stringent.
Exceptions: [N]
1. Luminaires that qualify as exceptions in Sections 130.2 (b) and 140.7 of the California Energy Code.
2. Emergency lighting.
3. Building facade meeting the requirements in Table 140.7-B of the California Energy Code, Part 6.
4. Custom lighting features as allowed by the local enforcing agency, as permitted by Section 101.8 Alternate materials, designs and methods of construction.
5. Luminaires with less than 6,200 initial luminaire lumens.
TABLE 5.106.8 [N] MAXIMUM ALLOWABLE BACKLIGHT,
UPLIGHT AND GLARE (BUG) RATINGS 1,2
ALLOWABLE RATING
LIGHTING
ZONE
LZ0
LIGHTING
ZONE LZ1
LIGHTING
ZONE LZ2
LIGHTING
ZONE LZ3
LIGHTING
ZONE LZ4
MAXIMUM ALLOWABLE
BACKLIGHT RATING 3
Luminaire greater than 2
mounting heights (MH) from
property line
N/A No Limit No Limit
No Limit No Limit
Luminaire back hemisphere is
1-2 MH from property line N/A B2 B3 B4 B4
Luminaire back hemisphere is
0.5-1 MH from property line N/A B1 B2 B3 B3
Luminaire back hemisphere is
less than 0.5 MH from property
line
N/A B0 B0 B1 B2
MAXIMUM ALLOWABLE
UPLIGHT RATING (U)
For area lighting 3 N/A U0 U0 U0 U0
For all other outdoor
lighting,including decorative
luminaires
N/A U1 U2 U3 UR
DISCLAIMER:THIS DOCUMENT IS PROVIDED AND INTENDED TO BE USED AS A MEANS TO INDICATE AREAS OF COMPLIANCE WITH THE CALIFORNIA GREEN BUILDING STANDARDS (CALGREEN) CODE. DUE TO THE VARIABLES BETWEEN BUILDING DEPART MENT JURISDICTIONS, THIS CHECKLIST IS TO BE USED ON AN INDIVIDUAL PROJECT BASIS AND MAY BE MODIFIED BY THE END USER TO MEET THOSE INDIVIDUAL NEEDS. THE END USER ASSUMES ALL RESPONSIBILITY ASSOCIATED WITH THE USE OF THIS DOCUMENT, INCLUDING VERIFICATION WITH THE FULL CODE.
N/A Y N/A Y N/A Y N/A
Y =
YES
N/A = NOT APPLICABLE
RESPON. PARTY = RESPONSIBLE PARTY (ie: ARCHITECT, ENGINEER, OWNER, CONTRACTOR, INSPECTOR ETC.)
RESPON.
PARTY
RESPON.
PARTY
RESPON.
PARTY
RESPON.
PARTY
MAXIMUM ALLOWABLE
GLARE RATING 5 (G)
MAXIMUM ALLOWABLE
GLARE RATING 5 (G) N/A G1 G2 G3 G4
MAXIMUM ALLOWABLE
GLARE RATING 5 (G) N/A G0 G1 G1 G2
MAXIMUM ALLOWABLE
GLARE RATING 5 (G) N/A G0 G0 G1 G1
MAXIMUM ALLOWABLE
GLARE RATING 5 (G) N/A G0 G0 G0 G1
1. IESNA Lighting Zones 0 and 5 are not applicable; refer to Lighting Zones as defined in the California Energy Code and Chapter 10 of the Callifornia Administrative Code.
2. For property lines that abut public walkways, bikeways, plazas and parking lots, the property line may be considered to be 5 feet beyond the actual property line for purpose of determining compliance with this section. For property lines that abut public roadways and public transit corridors, the property line may be considered to be the centerline of the public roadway or public transit corridor for the purpose of determining compliance with this section.
3. General lighting luminaires in areas such as outdoor parking, sales or storage lots shall meet these reduced ratings. Decorative luminaries located in these areas shall meet U-value limits for "all other outdoor lighting"
TABLE 5.106.5.6.3
NUMBER OF PARKING SPACES
IN A PARKING FACILITY
MINIMUM TOTAL POWER (KVA)
REQUIRED FOR EVCS
0-9 0
10-25 7
26-50 14
51-75 20
76-100 27
101-150 40
151-200 60
201 AND OVER Total required KVA = P × .05 × 6.6
Where P = Parking spaces in facility
5.106.5.6.4 EVCS for alterations of or additions to parking facilities. Alterations of or additions to parking facilities shall provide EVCS in compliance with Section 5.106.5.6.4. The installation of infrastructure for EV capable spaces required to be provided without EVSE shall not be required.
5.106.5.6.4.1 Alterations of and additions to parking facilities. EVCS shall be provided in accordance with the number indicated in Table 5.106.5.6.1 or minimum power indicated in Table 5.106.5.6.3 when the s cope
of work includes an increase in power supply to an electric panel serving light fixtures illuminating the parking area or when area containing parking spaces is added to a parking facility. The number of required EVCS shall be based on the total number of existing and new parking spaces in the parking facility.
5.106.5.6.4.2 Alterations consisting of the installation of photovoltaic systems. EVCS shall be provided in accordance with the number indicated in Table 5.106.5.6.1 or maximum power indicated in Table
5.106.5.6.3 when a new photovoltaic system is installed in an existing parking facility.
SECTION 5.409 LIFE CYCLE ASSESSMENT
5.409.1 SCOPE. [BSC-CG] Effective July 1, 2024, projects consisting of newly constructed building(s) with a combined floor area of 100,000 square feet or greater shall comply with either Section 5.409.2 or Section 5.409.3.
Alteration(s) to existing building(s) where the combined altered floor area is 100,000 square feet or greater shall comply with either Section 5.105.2, 5.409.2, or 5.409.3. Addition(s) to existing building(s) where the total floor area combined with the existing building(s) is 100,000 square feet or greater shall comply with either Section 5.105.2, Section 5.409.2, or Section 5.409.3. Effective January 1, 2026, the combined floor area shall be 50,000 square feet or greater.
[DSA-SS] Projects consisting of newly constructed building(s) with a combined floor area of 50,000 square feet or greater shall comply with either Section 5.409.2 or Section 5.409.3. Alteration(s) to existing building(s) where the combined altered floor area is 50,000 square feet or greater shall comply with either Section 5.105.2, 5.409.2, or
5.409.3. Addition(s) to existing building(s) where the total floor area combined with the existing building(s) is 50,000 square feet or greater shall comply with either Section 5.105.2, Section 5.409.2, or Section 5.409.3.
5.106.10 GRADING AND PAVING. Construction plans shall indicate how site grading or a drainage system will manage all surface water flows to keep water from entering buildings. Examples of methods to manage surface water include, but are not limited to, the following:
1. Swales.
2. Water collection and disposal systems.
3. French drains.
4. Water retention gardens.
5. Other water measures which keep surface water away from buildings and aid in groundwater recharge.
Exception: Additions and alterations not altering the drainage path.
5.106.12 SHADE TREES [DSA-SS]. Shade Trees shall be planted to comply with Sections 5.106.12.1, 5.106.12.2, and 5.106.12.3. Percentages shown shall be measured at noon on the summer solstice. Landscape irrigation necessary to establish and maintain tree health shall comply with Section 5.304.6.
5.106.12.1 Surface parking areas. Shade tree plantings, minimum #10 container size or equal, shall be installed to provide shade over 50 percent of the parking area within 15 years.
Exceptions: Surface parking area covered by solar photovoltaic shade structures with roofing materials that comply with Table A5.106.11.2.2 in Appendix A5 shall be permitted in whole or in part in lieu of shade tree planting.
5.106.12.2 Landscape areas. Shade tress plantings, minimum #10 container size or equal shall be installed to provide shade of 20% of the landscape area within 15 years.
Exceptions: Playfields for organized sport activity are not included in the total area calculation.
5.106.12.3. Hardscape areas. Shade tree plantings, minimum #10 container size or equal shall be installed to provide shade over 20 percent of the hardscape area within 15 years.
Exceptions:
1. Walks, hardscape areas covered by solar photovoltaic shade structures or shade structures with roofing materials that comply with Table A5.106.11.2.2 in Appendix A5 shall be permitted in whole or in part in lieu of shade tree planting.
2. Designated and marked play areas of organized sport activity are not included in the total area calculation.
BALANCE. To proportion flows within the distribution system, including sub-mains, branches and terminals, according to design quantities.
BUILDING COMMISSIONING. A systematic quality assurance process that spans the entire design and construction process, including verifying and documenting that building systems and components are planned, designed, installed, tested, operated and maintained to meet the owner’s project requirements.
BUY CLEAN CALIFORNIA ACT (BCCA). The Buy Clean California Act (BCCA) (Public Contract Code Sections 3500-3505) targets carbon emissions associated with the production of structural steel (hot-rolled sections, hollow structural sections, and plate), concrete reinforcing steel, flat glass, and mineral wool board insulation. The maximum acceptable global warming potential (GWP) limits are established by the Department of General Services (DGS), in consultation with the California Air Resources Board (CARB).
CRADLE-TO-GRAVE. Activities associated with a product or building’s life cycle from the extraction stage through disposal stage, and covering modules A1 through C4 in accordance with ISO Standards 14025 and 21930.
ORGANIC WASTE. Food waste, green waste, landscape and pruning wste, nonhazardous wood waste, and food soiled paper waste that is mixed in with food waste.
REFERENCE STUDY PERIOD. The period of use for the building, in years, that will be assumed for life cycle assessment.
TEST. A procedure to determine quantitative performance of a system or equipment TYPE III ENVIRONMENTAL PRODUCT DECLARATION (EPD). A third-party verified report that summarizes how a product impacts the environment. Type III EPDs can be either product-specific, factory-specific, or industry-wide EPDs.
See “Cradle-to-Gate.”
FACTORY-SPECIFIC EPD. A product-specific Type III EPD in which the environmental impacts can be attributed to a single manufacturer and manufacturing facility.
INDUSTRY-WIDE EPD (IW-EPD). A Type III EPD in which the environmental impacts are an average of the typical manufacturing impacts for a range of products within the same product category for a group of manufacturers.
PRODUCT-SPECIFIC EPD. A Type III EPD in which the environmental impacts can be attributed to a product design and manufacturer across multiple facilities.
5.303.3 WATER CONSERVING PLUMBING FIXTURES AND FITTINGS. Plumbing fixtures (water closets and urinals) and fittings (faucets and showerheads) shall comply with the following:
5.303.3.1 Water Closets. The effective flush volume of all water closets shall not exceed 1.28 gallons per flush. Tank-type water closets shall be certified to the performance criteria of the U.S. EPA WaterSense Specification for Tank-Type toilets.
Note: The effective flush volume of dual flush toilets is defined as the composite, average flush volume of two reduced flushes and one full flush.
5.303.3.2 Urinals.
5.303.3.2.1 Wall-mounted Urinals. The effective flush volume of wall-mounted urinals shall not exceed
0.125 gallons per flush.
5.303.3.2.2 Floor-mounted Urinals. The effective flush volume of floor-mounted or other urinals shall not exceed 0.5 gallons per flush.
5.303.3.3 Showerheads. [BSC-CG]
5.303.3.3.1 Single showerhead. Showerheads shall have a maximum flow rate of not more than 1.8 gallons per minute at 80 psi. Showerheads shall be certified to the performance criteria of the U.S. EPA WaterSense Specification for Showerheads.
5.303.3.3.2 Multiple showerheads serving one shower. When a shower is served by more than one showerhead, the combined flow rate of all the showerheads and/or other shower outlets controlled by a single valve shall not exceed 1.8 gallons per minute at 80 psi, or the shower shall be designed to allow only one shower outlet to be in operation at a time.
Note: A hand-held shower shall be considered a showerhead.
5.106.8.1 Facing- Backlight
Luminaries within 2MH of a property line shall be oriented so that the nearest property line is behind the fixture, and shall comply with the backlight rating specified in Table 5.106.8 based on the lighting zone and distance to the nearest point of that property line.
Exception: Corners. If two property lines (or two segments of the same property line) have equidistant point to the luminaire, then the luminaire may be oriented so that the intersection of the two lines (the corner) is directly behind the luminaire. The luminaire shall still use the distance to the nearest points(s) on the property lines to determine the required backlight rating.
5.106.8.2 Facing-Glare.
For luminaires covered by 5.106.8.1, if a property line also exists within or extends into the front hemisphere within 2MH of the luminaire then the luminaire shall comply with the more stringent glare rating specified in Table 5.106.8 based on the lighting zone and distance to the nearest point on the nearest property line within the front hemisphere.
Note: [N]
1.See also California Building Code, Chapter 12, Section 1205.6 for college campus lighting requirements for parking facilities and walkways.
2.Refer to Chapter 8 (Compliance Forms, Worksheets and Reference Material) for IES TM-15-11 Table A-1, California Energy Code Tables 130.2-A and 130.2-B.
3. Refer to the California Building Code for requirements for additions and alterations.
5.106.5.6.2.1 Reduced number of EV capable spaces. The installation of each DCFC EVSE shall be permitted to reduce the minimum number of required EV capable spaces indicated in Table 5.106.5.6.1 by five and reduce proportionally the required electrical load capacity to the service panel or subpanel.
5.106.5.6.2.2 Multiple connectors. EVSE with multiple vehicle connectors capable of charging multiple EVs simultaneously shall be permitted if the electrical load capacity required by Section 5.106.5.6.1 for each EV capable space is accumulatively supplied to the EVSE.
5.106.5.6.2.3 Use of automatic load management systems (ALMS). ALMS shall be permitted for EVCS installed in accordance with Section 5.105.5.6.2. When ALMS is installed, the required electrical load capacity specified in Section 5.106.5.6.1 for each EVCS may be reduced when serviced by an EVSE controlled by an ALMS. Each EVSE controlled by an ALMS shall deliver a minimum 30 amperes to an EV when charging one vehicle and shall deliver a minimum 3.3 kW while simultaneously charging multiple EVs.
5.106.5.6.3 EVCS alternative compliance. In lieu of compliance with Section 5.106.5.6.2, EVCS shall be provided with Level 1, low power Level 2, or Level 2, or any combination of Level 1, low power Level 2 or Level 2 EVSE such that the total power supplied by the combination of EVSE meets the minimum power indicated in Table 5.106.5.6.3, based on the total number of actual parking spaces in each parking facility.
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
GB1.1
GREEN BUILDING
CODES
315
DIVISION 5.5 ENVIRONMENTAL QUALITY
SECTION 5.501 GENERAL
5.501.1 SCOPE. The provisions of this chapter shall outline means of reducing the quantity of air contaminants that are odorous, irritating, and/or harmful to the comfort and well-being of a building's installers, occupants and neighbors.
SECTION 5.502 DEFINITIONS
5.502.1 DEFINITIONS. The following terms are defined in Chapter 2 (and are included here for reference) ARTERIAL HIGHWAY. A general term denoting a highway primarily for through traffic usually on a continuous route.
A-WEIGHTED SOUND LEVEL (dBA). The sound pressure level in decibels as measured on a sound level meter using the internationally standardized A-weighting filter or as computed from sound spectral data to which A-weighting adjustments have been made.
1 BTU/HOUR. British thermal units per hour, also referred to as Btu. The amount of heat required to raise one po und
of water one degree Fahrenheit per hour, a common measure of heat transfer rate. A ton of refrigeration is 12,000 Btu, the amount of heat required to melt a ton (2,000 pounds) of ice at 320 Fahrenheit.
COMMUNITY NOISE EQUIVALENT LEVEL (CNEL). A metric similar to the day-night average sound level (Ldn), except that a 5 decibel adjustment is added to the equivalent continuous sound exposure level for evening hours (7pm to 10pm) in addition to the 10 dB nighttime adjustment used in the Ldn.
COMPOSITE WOOD PRODUCTS. Composite wood products include hardwood plywood, particleboard and medium density fiberboard. “Composite wood products” does not include hardboard, structural plywood, structural panels, structural composite lumber, oriented strand board, glued laminated timber, timber, prefabricated wood I–joists or finger–jointed lumber, all as specified in California Code of Regulations (CCR), Title 17, Section 93120.1(a).
Note: See CCR, Title 17, Section 93120.1.
DAY-NIGHT AVERAGE SOUND LEVEL (Ldn). The A-weighted equivalent continuous sound exposure level for a 24-hour period with a 10 dB adjustment added to sound levels occurring during nighttime hours (10p.m. to 7 a.m.).
DECIBEL (db). A measure on a logarithmic scale of the magnitude of a particular quantity (such as sound pressure, sound power, sound intensity) with respect to a reference quantity.
ELECTRIC VEHICLE (EV). An automotive-type vehicle for on-road use, such as passenger automobiles, buses, trucks, vans, neighborhood electric vehicles, electric motorcycles, and the like, primarily powered by an electric motor that draws current from a rechargeable storage battery, fuel cell, photovoltaic array, or other source of electric current.
Plug-in hybrid electric vehicles (PHEV) are considered electric vehicles. For purposes of the California Electrical Code, off-road, self-propoelled electric vehicles, such as industrial trucks, hoists, lifts, transports, golf carts, airline ground support equipment, tractors, boats, and the like, are not included.
ELECTRIC VEHICLE CHARGING STATION(S) (EVCSj). One or more spaces intended for charging electric vehicles.
ELECTRIC VEHICLE SUPPLY EQUIPMENT (EVSE). The conductors, including the ungrounded, grounded, and equipment grounding conductors and the electric vehicle connectors, attachment plugs, and all other fittings, devices, power outlets, or apparatus installed specifically for the purpose of transferring energy between the premises wiring and the electric vehicle.
ENERGY EQUIVALENT (NOISE) LEVEL (Leq). The level of a steady noise which would have the same energy as the fluctuating noise level integrated over the time of period of interest.
EXPRESSWAY. An arterial highway for through traffic which may have partial control of access, but which may or may not be divided or have grade separations at intersections.
FREEWAY. A divided arterial highway with full control of access and with grade separations at intersections.
GLOBAL WARMING POTENTIAL (GWP). The radiative forcing impact of one mass-based unit of a given greenhouse gas relative to an equivalent unit of carbon dioxide over a given period of time. Carbon dioxide is the reference compound with a GWP of one.
GLOBAL WARMING POTENTIAL VALUE (GWP VALUE). A 100-year GWP value published by the Intergovernmental Panel on Climate Change (IPCC) in either its Second Assessment Report (SAR) (IPCC, 1995); or its Fourth Assessment A-3 Report (AR4) (IPCC, 2007). The SAR GWP values are found in column "SAR (100-yr)" of Table 2.14.; the AR4 GWP values are found in column "100 yr" of Table 2.14.
HIGH-GWP REFRIGERANT. A compound used as a heat transfer fluid or gas that is: (a) a chlorofluorocarbon, a hdrochlorofluorocarbon, a hydrofluorocarbon, a perfluorocarbon, or any compound or blend of compounds, with a GWP value equal to or greater than 150, or (B) any ozone depleting substance as defined in Title 40 of the Code of Federal Regulations, Part 82, sec.82.3 (as amended March 10, 2009).
LONG RADIUS ELBOW. Pipe fitting installed between two lengths of pipe or tubing to allow a change of direction, with a radius 1.5 times the pipe diameter.
LOW-GWP REFRIGERANT. A compound used as a heat transfer fluid or gas that: (A) has a GWP value less than 150, and (B) is not an ozone depleting substance as defined in Title 40 of the Code of Federal Regulations, Part 82, sec.82.3 (as amended March 10, 2009).
MERV. Filter minimum efficiency reporting value, based on ASHRAE 52.2–1999.
MAXIMUM INCREMENTAL REACTIVITY (MIR). The maximum change in weight of ozone formed by adding a compound to the "Base REactive Organic Gas (ROG) Mixture" per weight of compound added, expressed to hundreths of a gram (g O3/g ROC).
PRODUCT-WEIGHTED MIR (PWMIR). The sum of all weighted-MIR for all ingredients in a product subject to this article. The PWMIR is the total product reactivity expressed to hundredths of a gram of ozone formed per gram of product (excluding container and packaging).
PSIG. Pounds per square inch, guage.
REACTIVE ORGANIC COMPOUND (ROC). Any compound that has the potential, once emitted, to contribute to ozone formation in the troposphere.
SCHRADER ACCESS VALVES. Access fittings with a valve core installed.
SHORT RADIUS ELBOW. Pipe fitting installed between two lengths of pipe or tubing to allow a change of direction, with a radius 1.0 times the pipe diameter.
SUPERMARKET. For the purposes of Section 5.508.2, a supermarket is any retail food facility with 8,000 square feet or more conditioned area, and that utilizes either refrigerated display cases, or walk-in coolers or freezers connected to remote compressor units or condensing units.
VOC. A volatile organic compound broadly defined as a chemical compound based on carbon chains or rings with vapor pressures greater than 0.1 millimeters of mercury at room temperature. These compounds typically contain hydrogen and may contain oxygen, nitrogen and other elements. See CCR Title 17, Section 94508(a).
Note: Where specific regulations are cited from different agencies such as SCAQMD, ARB, etc., the VOC definition included in that specific regulation is the one that prevails for the specific measure in question.
SECTION 5.504 POLLUTANT CONTROL
5.504.1 TEMPORARY VENTILATION. The permanent HVAC system shall only be used during construction if necessary to condition the building or areas of addition or alteration within the required temperature range for material and equipment installation. If the HVAC system is used during construction, use return air filters with a Minimum Efficiency Reporting Value (MERV) of 8, based on ASHRAE 52.2-1999, or an average efficiency of 30% based on ASHRAE 52.1-1992 Replace all filters immediately prior to occupancy, or, if the building is occupied during alteration, at the conclusion of construction.
5.504.3 Covering of duct openings and protection of mechanical equipment during construction. At the time of rough installation and during storage on the construction site until final startup of the heating, cooling and ventilation equipment, all duct and other related air distribution component openings shall be covered with tape, plastic, sheetmetal or other methods acceptable to the enforcing agency to reduce the amount of dust, water and debris which may enter the system.
5.410.2.1 Owner's or Owner Representative's Project Requirements (OPR). [N] The expectations and requirements of the building appropriate to its phase shall be documented before the design phase of the project begins. This documentation shall include the following:
1. Environmental and sustainability goals.
2. Building sustainable goals.
3. Indoor environmental quality requirements.
4. Project program, including facility functions and hours of operation, and need for after hours operation.
5. Equipment and systems expectations.
6. Building occupant and operation and maintenance (O&M) personnel expectations.
5.410.2.2 Basis of Design (BOD). [N] A written explanation of how the design of the building systems meets the OPR shall be completed at the design phase of the building project. The Basis of Design document shall cover the following systems:
1. Renewable energy systems.
2. Landscape irrigation systems.
3. Water reuse system.
5.410.2.3 Commissioning plan. [N] Prior to permit issuance a commissioning plan shall be completed to document how the project will be commissioned. The commissioning plan shall include the following:
1. General project information.
2. Commissioning goals.
3. Systems to be commissioned. Plans to test systems and components shall include:
a. An explanation of the original design intent.
b. Equipment and systems to be tested, including the extent of tests. c. Functions to be tested.
d. Conditions under which the test shall be performed.
e. Measurable criteria for acceptable performance.
4. Commissioning team information.
5. Commissioning process activities, schedules and responsibilities. Plans for the completion of commissioning shall be included.
5.410.2.4 Functional performance testing. [N] Functional performance tests shall demonstrate the correct installation and operation of each component, system and system-to-system interface in accordance with the approved plans and specifications. Functional performance testing reports shall contain information addressing each of the building components tested, the testing methods utilized, and include any readings and adjustments made.
TABLE 5.504.4.1 - ADHESIVE VOC LIMIT1,2
Less Water and Less Exempt Compounds in Grams per Liter
ARCHITECTURAL APPLICATIONS CURRENT VOC LIMIT
INDOOR CARPET ADHESIVES 50
CARPET PAD ADHESIVES 50
OUTDOOR CARPET ADHESIVES 150
WOOD FLOORING ADHESIVES 100
RUBBER FLOOR ADHESIVES 60
SUBFLOOR ADHESIVES 50
CERAMIC TILE ADHESIVES 65
VCT & ASPHALT TILE ADHESIVES 50
DRYWALL & PANEL ADHESIVES 50
COVE BASE ADHESIVES 50
MULTIPURPOSE CONSTRUCTION ADHESIVES 70
STRUCTURAL GLAZING ADHESIVES 100
SINGLE-PLY ROOF MEMBRANE ADHESIVES 250
OTHER ADHESIVES NOT SPECIFICALLY LISTED 50
SPECIALTY APPLICATIONS
PVC WELDING 510
CPVC WELDING 490
ABS WELDING 325
PLASTIC CEMENT WELDING 250
ADHESIVE PRIMER FOR PLASTIC 550
CONTACT ADHESIVE 80
SPECIAL PURPOSE CONTACT ADHESIVE 250
STRUCTURAL WOOD MEMBER ADHESIVE 140
TOP & TRIM ADHESIVE 250
SUBSTRATE SPECIFIC APPLICATIONS
METAL TO METAL 30
PLASTIC FOAMS 50
POROUS MATERIAL (EXCEPT WOOD) 50
WOOD 30
FIBERGLASS 80
1. IF AN ADHESIVE IS USED TO BOND DISSIMILAR SUBSTRATES TOGETHER, THE ADHESIVE WITH THE HIGHEST VOC CONTENT SHALL BE ALLOWED.
2. FOR ADDITIONAL INFORMATION REGARDING METHODS TO MEASURE THE VOC
CONTENT SPECIFIED IN THIS TABLE, SEE SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT RULE 1168, www.arb.ca.gov/DRDB/SC/CURHTML/R1168.PDF TABLE 5.504.4.2 - SEALANT VOC LIMIT
Less Water and Less Exempt Compounds in Grams per Liter
SEALANTS CURRENT VOC LIMIT
ARCHITECTURAL 250
MARINE DECK 760
NONMEMBRANE ROOF 300
ROADWAY 250
SINGLE-PLY ROOF MEMBRANE 450
OTHER 420
SEALANT PRIMERS
ARCHITECTURAL
NONPOROUS 250
POROUS 775
MODIFIED BITUMINOUS 500
MARINE DECK 760
OTHER 750
NOTE: FOR ADDITIONAL INFORMATION REGARDING METHODS TO MEASURE THE VOC
CONTENT SPECIFIED IN THESE TABLES, SEE SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT RULE 1168.
5.410.2.6 Commissioning report. [N] A report of commissioning process activities undertaken through the design and construction phases of the building project shall be completed and provided to the owner or representative.
5.410.4 TESTING AND ADJUSTING. New buildings less than 10,000 square feet. Testing and adjusting of systems shall be required for new buildings less than 10,000 square feet or new systems to serve an addition or
alteration subject to Section 303.1.
2022 CALIFORNIA GREEN BUILDING STANDARDS CODE
NONRESIDENTIAL MANDATORY MEASURES, SHEET 3 (July 2024 Supplement)
5.409.3.2 Verification of compliance. Calculations to demonstrate compliance, Type III EPDs for products required to comply, if included in the project, and Worksheet WS-5 signed by the design professional of record shall be provided on the construction documents. Updated EPDs for products used in construction shall be provided to the owner at the close of construction and to the enforcement entity upon request. The enforcing agency may require inspection and inspection reports in accordance with Sections 702.2 and 703.1 during and at completion of construction to demonstrate substantial conformance. Inspection shall be performed by the design professional of record or third party acceptable to the enforcing agency.
SECTION 5.410 BUILDING MAINTENANCE AND OPERATIONS
5.410.1 RECYCLING BY OCCUPANTS. Provide readily accessible areas that serve the entire building and are identified for the depositing, storage and collection of non-hazardous materials for recycling, including (at a minimum) paper, corrugated cardboard, glass, plastics, organic waste, and metals or meet a lawfully enacted local recycling ordinance, if more restrictive.
Exception: Rural jurisdictions that meet and apply for the exemption in Public Resources Code 42649.82 (a)(2)(A) et seq. shall also be exempt from the organic waste portion of this section.
5.410.1.1 Additions. All additions conducted within a 12-month period under single or multiple permits, resulting in an increase of 30% or more in floor area, shall provide recycling areas on site.
Exception: Additions within a tenant space resulting in less than a 30% increase in the tenant space floor area.
5.410.1.2 Sample ordinance. Space allocation for recycling areas shall comply with Chapter 18, Part 3, Division 30 of the Public Resources Code. Chapter 18 is known as the California Solid Waste Reuse and Recycling Access Act of 1991 (Act).
Note: A sample ordinance for use by local agencies may be found in Appendix A of the document at the CalRecycle’s web site.
5.410.2.5 Documentation and training. [N] A Systems Manual and Systems Operations Training are required, including Occupational Safety and Health Act (OSHA) requirements in California Code of Regulations (CCR), Title 8, Section 5142, and other related regulations.
5.410.2.5.1 Systems manual. [N] Documentation of the operational aspects of the building shall be completed within the systems manual and delivered to the building owner or representative. The systems manual shall include the following:
1. Site information, including facility description, history and current requirements.
2. Site contact information.
3. Basic operations and maintenance, including general site operating procedures, basic troubleshooting, recommended maintenance requirements, site events log.
4. Major systems.
5. Site equipment inventory and maintenance notes.
6. A copy of verifications required by the enforcing agency or this code.
7. Other resources and documentation, if applicable.
5.410.2.5.2 Systems operations training. [N] A program for training of the appropriate maintenance staff for each equipment type and/or system shall be developed and documented in the commissioning report and shall include the following:
1. System/equipment overview (what it is, what it does and with what other systems and/or equipment it interfaces).
2. Review and demonstration of servicing/preventive maintenance.
3. Review of the information in the Systems Manual.
4. Review of the record drawings on the system/equipment.
5.504.4 FINISH MATERIAL POLLUTANT CONTROL. Finish materials shall comply with Sections 5.504.4.1 through
5.504.4.6.
5.504.4.1 Adhesives, sealants and caulks. Adhesives, sealants, and caulks used on the project shall meet the requirements of the following standards:
1. Adhesives, adhesive bonding primers, adhesive primers, sealants, sealant primers and caulks shall comply with local or regional air pollution control or air quality management district rules where applicable, or SCAQMD Rule 1168 VOC limits, as shown in Tables 5.504.4.1 and 5.504.4.2. Such products also shall comply with the Rule 1168 prohibition on the use of certain toxic compounds (chloroform, ethylene dichloride, methylene chloride, perchloroethylene and trichloroethylene), except for aerosol products as specified in subsection 2, below.
2. Aerosol adhesives, and smaller unit sizes of adhesives, and sealant or caulking compounds (in units of product, less packaging, which do not weigh more than one pound and do not consist of more than 16 fluid ounces) shall comply with statewide VOC standards and other requirements, including prohibitions on use of certain toxic compounds, of California Code of Regulations, Title 17, commencing with Section 94507.
DISCLAIMER:THIS DOCUMENT IS PROVIDED AND INTENDED TO BE USED AS A MEANS TO INDICATE AREAS OF COMPLIANCE WITH THE CALIFORNIA GREEN BUILDING STANDARDS (CALGREEN) CODE. DUE TO THE VARIABLES BETWEEN BUILDING DEPART MENT JURISDICTIONS, THIS CHECKLIST IS TO BE USED ON AN INDIVIDUAL PROJECT BASIS AND MAY BE MODIFIED BY THE END USER TO MEET THOSE INDIVIDUAL NEEDS. THE END USER ASSUMES ALL RESPONSIBILITY ASSOCIATED WITH THE USE OF THIS DOCUMENT, INCLUDING VERIFICATION WITH THE FULL CODE.
Y N/A
5.410.2 COMMISSIONING. [N] New buildings 10,000 square feet and over. For new buildings 10,000 square feet and over, building commissioning shall be included in the design and construction processes of the building project to verify that the building systems and components meet the owner’s or owner representative’s project r equirements.
Commissioning shall be performed in accordance with this section by trained personnel with experience on projects of comparable size and complexity. For I-occupancies that are not regulated by OSHPD or for I-occupancies and L-occupancies that are not regulated y the California Energy Code Section 100.0 Scope, all requirements in Sections
5.410.2 through 5.410.2.6 shall apply.
Note: For energy-related systems under the scope (Section 100) of the California Energy Code, including heating, ventilation, air conditioning (HVAC) systems and controls, indoor lighting systems and controls, as well as water heating systems and controls, refer to California Energy Code Section 120.8 for commissioning requirements Commissioning requirements shall include:
1. Owner’s or Owner representative’s project requirements.
2. Basis of design.
3. Commissioning measures shown in the construction documents.
4. Commissioning plan.
5. Functional performance testing.
6. Documentation and training.
7. Commissioning report.
Exceptions:
1. Unconditioned warehouses of any size.
2. Areas less than 10,000 square feet used for offices or other conditioned accessory spaces within unconditioned warehouses.
3. Tenant improvements less than 10,000 square feet as described in Section 303.1.1.
4. Open parking garages of any size, or open parking garage areas, of any size, within a structure.
Note: For the purposes of this section, unconditioned shall mean a building, area or room which does not provide heating and/or air conditioning.
Informational Notes:
1. . Functional performance testing for heating, ventilation, air conditioning systems and lighting controls must be performed in compliance with the California Energy Code.
5.410.4.4 Reporting. After completion of testing, adjusting and balancing, provide a final report of testing signed by the individual responsible for performing these services.
5.410.4.5 Operation and maintenance (O & M) manual. Provide the building owner or representative with detailed operating and maintenance instructions and copies of guaranties/warranties for each system. O & M instructions shall be consistent with OSHA requirements in CCR, Title 8, Section 5142, and other related regulations.
5.410.4.5.1 Inspections and reports. Include a copy of all inspection verifications and reports required by the enforcing agency.
Y N/A Y N/A Y N/ARESPON.
PARTY
RESPON.
PARTY
RESPON.
PARTY
RESPON.
PARTY
Y =
YES
N/A = NOT APPLICABLE
RESPON. PARTY = RESPONSIBLE PARTY (ie: ARCHITECT, ENGINEER, OWNER, CONTRACTOR, INSPECTOR ETC.)
1. The GWP values of the products listed in Table 5.409.3 are based on 175 percent of Buy Clean California Act (BCCA) GWP values, except for concrete products which are not included in the BCCA.
2. For concrete, 175 percent of the National Ready Mixed Concrete Association (NRMCA) 2022 version 3 Pacific Southwest regional benchmark values are used for the GWP allowed, except for High Early Strength.
3. Concrete High Early Strength ready-mixed shall be calculated at 130 percent of the ready-mixed concrete GWP allowed values for each product category.
5.409.3.1 Products shall not exceed the maximum GWP value specified in Table 5.409.3.
Exception: Concrete may be considered one product category to meet compliance with this section. A weighted average of the maximum GWP for all concrete mixes installed in the project shall be less than the weighted average maximum GWP allowed per Table 5.409.3 using Exception Equation 5.409.3.1. Calculations shall be performed with consistent units of measurement for the material quantity and the GWP value.
For the purposes of this exception, industry-wide EPDs are acceptable.
Exception EQUATION 5.409.3.1
GWPn < GWPallowed
where
GWPn = Σ (GWPn)(vn)
and
GWPallowed = Σ (GWPallowed)(vn)
and
n = each concrete mix installed in the project
GWPn = the GWP for concrete mix n per concrete
mix EPD, in kg CO2e/m3
GWPallowed = the GWP potential allowed for concrete
mix n per Table 5.409.3
vn = the volume of concrete mix n installed in
the project, in m3
TABLE 5.409.3
PRODUCT GWP LIMITS
BUY CLEAN CALIFORNIA
MATERIALS PRODUCT
CATEGORY1
MAXIMUM
ACCEPTABLE GWP
VALUE (unfabricated)
(GWPallowed)
UNIT OF
MEASUREMENT
Hot-rolled structural steel
sections 1.77 MT CO2e/MT
Hollow structural sections 3.00 MT CO2e/MT
Steel plate 2.61 MT CO2e/MT
Concrete reinforcing steel 1.56 MT CO2e/MT
Flat glass 2.50 kg CO2e/MT
Light-density mineral
wool board insulation 5.83 kg CO2e/MT
Heavy-density mineral
wool board insulation 14.28 kg CO2e/MT
Concrete, Ready-Mixed2, 3
CONCRETE PRODUCT
CATEGORY
MAXIMUM GWP
ALLOWED VALUE
(GWPallowed)
UNIT OF
MEASUREMENT
up to 2499 psi 450 kg CO2e/m3
2500−3499 psi 489 kg CO2e/m3
3500−4499 psi 566 kg CO2e/m3
4500−5499 psi 661 kg CO2e/m3
5500−6499 psi 701 kg CO2e/m3
6500 psi and greater 799 kg CO2e/m3
Concrete, Lightweight Ready-Mixed2
CONCRETE PRODUCT
CATEGORY
MAXIMUM GWP
ALLOWED VALUE
(GWPallowed)
UNIT OF
MEASUREMENT
up to 2499 psi 875 kg CO2e/m3
2500−3499 psi 956 kg CO2e/m3
3500−4499 psi 1039 kg CO2e/m3
5.409.2 Whole building life cycle assessment. Projects shall conduct a cradle-to-grave whole building life cycle assessment performed in accordance with ISO 14040 and ISO 14044, excluding operating energy, and demonstrating a minimum 10-percent reduction in global warming potential (GWP) as compared to a reference baseline building of similar size, function, complexity, type of construction, material specificatio n, and location that
meets the requirements of the California Energy Code currently in effect. Software used to conduct the whole building life cycle assessment, including reference baseline building, shall have a data set compliant with ISO 14044, and ISO 21930 or EN 15804, and the software shall conform to ISO 21931 and/or EN 15978. The software tools and data sets shall be the same for evaluation of both the baseline building and the proposed building.
Notes:
1. Software for calculating whole building life cycle assessment is available for free at Athena Sustainable Materials Institute (https://calculatelca.com/software/impact-estimator/) and OneClick LCA-Planetary (www.oneclicklca.com/planetary). Paid versions include, but are not limited to, Sphera GaBi Solutions (gabi.sphera.com), SimaPro (simapro.com), One-Click LCA (www.oneclicklca.com) and Tally for Revit (apps.autodesk.com).
2. ASTM E2921-22 “Standard Practice for Minimum Criteria for Comparing Whole Building Life Cycle Assessments for Use with Building Codes, Standards, and Rating Systems” may be consulted for the assessment.
3. In addition to the required documentation specified in Section 5.409.2.3, Worksheet WS-9 may be required by the enforcing entity to demonstrate compliance with the requirements.
5.409.2.1 Building components. Building enclosure components included in the assessment shall be limited to glazing assemblies, insulation, and exterior finishes. Primary and secondary structural members included in the assessment shall be limited to footings and foundations, and structural columns, beams, walls, r oofs, and
floors.
5.409.2.2 Reference study period. The reference study period of the proposed building shall be equal to the reference baseline building and shall be 60 years.
5.409.2.3 Verification of compliance. A summary of the GWP analysis produced by the software and Worksheet WS-4 signed by the design professional of record shall be provided in the construction documents as documentation of compliance. A copy of the whole building life cycle assessment which includes the GWP analysis produced by the software, in addition to maintenance and training information, shall be included in the operation and maintenance manual and shall be provided to the owner at the close of construction. The enforcing agency may require inspection and inspection reports in accordance with Sections 702.2 and 703.1 during and at completion of construction to demonstrate substantial conformance. Inspection shall be performed by the design professional of record or third party acceptable to the enforcing agency.
5.409.3 Product GWP compliance—prescriptive path. Each product that is permanently installed and listed in Table 5.409.3 shall have a Type III environmental product declaration (EPD), either product-specific or factory-specific.
SECTION 5.503 FIREPLACES
5.503.1 FIREPLACES. Install only a direct-vent sealed-combustion gas or sealed wood-burning fireplace, or a sealed woodstove or pellet stove, and refer to residential requirements in the California Energy Code, Title 24, Part 6, Subchapter 7, Section 150. Woodstoves, pellet stoves and fireplaces shall comply with applicable local ordinances.
5.503.1.1 Woodstoves. Woodstoves and pellet stoves shall comply with U.S. EPA New Source Performance Standards (NSPS) emission limits as applicable, and shall have a permanent label indicating they are certified to meet the emission limits.
5.410.4.2 (Reserved)
Note: For energy-related systems under the scope (Section 100) of the California Energy Code, including heating, ventilation, air conditioning (HVAC) systems and controls, indoor lighting system and controls, as well as water heating systems and controls, refer to California Energy Code Section 120.8 for commissioning requirements and Sections 120.5, 120.6, 130.4, and 140.9(b)3 for additional testing requirements of specific systems.
5.410.4.2 Systems. Develop a written plan of procedures for testing and adjusting systems. Systems to be included for testing and adjusting shall include at a minimum, as applicable to the project:
1. Renewable energy systems.
2. Landscape irrigation systems.
3. Water reuse systems.
5.410.4.3 Procedures. Perform testing and adjusting procedures in accordance with manufacturer's specifications and applicable standards on each system.
5.410.4.3.1 HVAC balancing. In addition to testing and adjusting, before a new space-conditioning system serving a building or space is operated for normal use, the system shall be balanced in accordance with the procedures defined by the Testing Adjusting and Balancing Bureau National Standards; the National Environmental Balancing Bureau Procedural Standards; Associated Air Balance Council National Standards or as approved by the enforcing agency.
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
GB1.2
GREEN BUILDING
CODES
316
5.504.4.3 Paints and coatings. Architectural paints and coatings shall comply with VOC limits in Table 1 of the ARB Architectural Coatings Suggested Control Measure, as shown in Table 5.504.4.3, unless more stringent local limits apply. The VOC content limit for coatings that do not meet the definitions for the specialty coatings categories listed in Table 5.504.4.3 shall be determined by classifying the coating as a Fl at, Nonflat
or Nonflat-High Gloss coating, based on its gloss, as defined in Subsections 4.21, 4.36 and 4.37 of the 2007 California Air Resources Board Suggested Control Measure, and the corresponding Flat, Nonflat or Nonflat-High Gloss VOC limit in Table 5.504.4.3 shall apply.
5.504.4.3.1 Aerosol Paints and coatings. Aerosol paints and coatings shall meet the PWMIR Limits for ROC in Section 94522(a)(3) and other requirements, including prohibitions on use of certain toxic compounds and ozone depleting substances, in Sections 94522(c)(2) and (d)(2) of California Code of Regulations, Title 17, commencing with Section 94520; and in areas under the jurisdiction of the Bay Area Air Quality Management District additionally comply with the percent VOC by weight of product limits of Regulation 8 Rule 49.
5.504.4.5 Composite wood products. Hardwood plywood, particleboard and medium density fiberboard composite wood products used on the interior or exterior of the buildings shall meet the requirement s for
formaldehyde as specified in ARB's Air Toxics Control Measure (ATCM) for Composite Wood (17 CCR 93120 et seq.). Those materials not exempted under the ATCM must meet the specified emission limits, as shown in Table 5.504.4.5.
5.504.4.5.3 Documentation. Verification of compliance with this section shall be provided as requested by the enforcing agency. Documentation shall include at least one of the following:
1. Product certifications and specifications.
2. Chain of custody certifications.
3. Product labeled and invoiced as meeting the Composite Wood Products regulation (see CCR, Title 17, Section 93120, et seq.).
4. Exterior grade products marked as meeting the PS-1 or PS-2 standards of the Engineered Wood Association, the Australian AS/NZS 2269 or European 636 3S standards.
5. Other methods acceptable to the enforcing agency.
SPECIALTY COATINGS
ALUMINUM ROOF COATINGS 400
BASEMENT SPECIALTY COATINGS 400
BITUMINOUS ROOF COATINGS 50
BITUMINOUS ROOF PRIMERS 350
BOND BREAKERS 350
CONCRETE CURING COMPOUNDS 350
CONCRETE/MASONRY SEALERS 100
DRIVEWAY SEALERS 50
DRY FOG COATINGS 150
FAUX FINISHING COATINGS 350
FIRE RESISTIVE COATINGS 350
FLOOR COATINGS 100
FORM-RELEASE COMPOUNDS 250
GRAPHIC ARTS COATINGS (SIGN PAINTS) 500
HIGH-TEMPERATURE COATINGS 420
INDUSTRIAL MAINTENANCE COATINGS 250
LOW SOLIDS COATINGS1 120
MAGNESITE CEMENT COATINGS 450
MASTIC TEXTURE COATINGS 100
METALLIC PIGMENTED COATINGS 500
MULTICOLOR COATINGS 250
PRETREATMENT WASH PRIMERS 420
PRIMERS, SEALERS, & UNDERCOATERS 100
REACTIVE PENETRATING SEALERS 350
RECYCLED COATINGS 250
ROOF COATINGS 50
RUST PREVENTATIVE COATINGS 250
SHELLACS:
CLEAR 730
OPAQUE 550
SPECIALTY PRIMERS, SEALERS & UNDERCOATERS 100
STAINS 250
STONE CONSOLIDANTS 450
SWIMMING POOL COATINGS 340
TRAFFIC MARKING COATINGS 100
TUB & TILE REFINISH COATINGS 420
WATERPROOFING MEMBRANES 250
WOOD COATINGS 275
WOOD PRESERVATIVES 350
ZINC-RICH PRIMERS 340
1. GRAMS OF VOC PER LITER OF COATING, INCLUDING WATER & EXEMPT COMPOUNDS
2. THE SPECIFIED LIMITS REMAIN IN EFFECT UNLESS REVISED LIMITS ARE LISTED IN SUBSEQUENT COLUMNS IN THE TABLE.
3. VALUES IN THIS TABLE ARE DERIVED FROM THOSE SPECIFIED BY THE CALIFORNIA AIR RESOURCES BOARD, ARCHITECTURAL COATINGS SUGGESTED CONTROL MEASURE, FEB. 1, 2008. MORE INFORMATION IS AVAILABLE FROM THE AIR RESOURCES BOARD.
TABLE 5.504.4.5 - FORMALDEHYDE LIMITS1
MAXIMUM FORMALDEHYDE EMISSIONS IN PARTS PER MILLION
PRODUCT CURRENT LIMIT
HARDWOOD PLYWOOD VENEER CORE 0.05
HARDWOOD PLYWOOD COMPOSITE CORE 0.05
PARTICLE BOARD 0.09
MEDIUM DENSITY FIBERBOARD 0.11
THIN MEDIUM DENSITY FIBERBOARD2 0.13
1. VALUES IN THIS TABLE ARE DERIVED FROM THOSE SPECIFIED BY THE CALIFORNIA AIR RESOURCES BOARD, AIR TOXICS CONTROL MEASURE FOR COMPOSITE WOOD AS TESTED IN ACCORDANCE WITH ASTM E 1333. FOR ADDITIONAL INFORMATION, SEE CALIFORNIA CODE OF REGULATIONS, TITLE 17, SECTIONS 93120 THROUGH 93120.12.
2. THIN MEDIUM DENSITY FIBERBOARD HAS A MAXIMUM THICKNESS OF 5/16 INCHES (8 MM).
5.508.2.6 Evacuation. The system shall be evacuated after pressure testing and prior to charging.
5.508.2.6.1 First vacuum. Pull a system vacuum down to at least 1000 microns (+/- 50 microns), and hold for 30 minutes.
5.508.2.6.2 Second vacuum. Pull a second system vacuum to a minimum of 500 microns and hold for 30 minutes.
5.508.2.6.3 Third vacuum. Pull a third vacuum down to a minimum of 300 microns, and hold for 24 hours with a maximum drift of 100 microns over a 24-hour period.
CHAPTER 7
INSTALLER & SPECIAL INSPECTOR QUALIFICATIONS
702 QUALIFICATIONS
702.1 INSTALLER TRAINING. HVAC system installers shall be trained and certified in the proper installation of HVAC systems including ducts and equipment by a nationally or regionally recognized training or certification program. Uncertified persons may perform HVAC installations when under the direct sup ervision and
responsibility of a person trained and certified to install HVAC systems or contractor licensed to install HVAC systems.
Examples of acceptable HVAC training and certification programs include but are not limited to the following:
1. State certified apprenticeship programs.
2. Public utility training programs.
3. Training programs sponsored by trade, labor or statewide energy consulting or verification organizations.
4. Programs sponsored by manufacturing organizations.
5. Other programs acceptable to the enforcing agency.
702.2 SPECIAL INSPECTION [HCD]. When required by the enforcing agency, the owner or the responsible entity acting as the owner's agent shall employ one or more special inspectors to provide inspection or other duties necessary to substantiate compliance with this code. Special inspectors shall demonstrate competence to the satisfaction of the enforcing agency for the particular type of inspection or task to be performed. In addition to other certifications or qualifications acceptable to the enforcing agency, the following certifications or education may be considered by the enforcing agency when evaluating the qualifications of a special inspector:
1. Certification by a national or regional green building program or standard publisher.
2. Certification by a statewide energy consulting or verification organization, such as HERS raters, building performance contractors, and home energy auditors.
3. Successful completion of a third party apprentice training program in the appropriate trade.
4. Other programs acceptable to the enforcing agency.
Notes:
1. Special inspectors shall be independent entities with no financial interest in the materials or the project they are inspecting for compliance with this code.
2. HERS raters are special inspectors certified by the California Energy Commission (CEC) to rate homes in California according to the Home Energy Rating System (HERS). [BSC-CG] When required by the enforcing agency, the owner or the responsible entity acting as the owner's agent shall employ one or more special inspectors to provide inspection or other duties necessary to substantiate compliance with this code. Special inspectors shall demonstrate competence to the satisfaction of the enforcing agency for the particular type of inspection or task to be performed. In addition, the special inspector shall have a certification from a recognized state, national or international association, as determined by the local agency. The area of certification shall be closely related to the primary job function, as determined by the local agency.
Note: Special inspectors shall be independent entities with no financial interest in the materials or the project they are inspecting for compliance with this code. 703 VERIFICATIONS
703.1 DOCUMENTATION. Documentation used to show compliance with this code shall include but is not limited to, construction documents, plans, specifications, builder or installer certification, inspection reports, or other methods acceptable to the enforcing agency which demonstrate substantial conformance. When specific documentation or special inspection is necessary to verify compliance, that method of compliance will be specified in the appropriate section or identified applicable checklist.
2022 CALIFORNIA GREEN BUILDING STANDARDS CODE
NONRESIDENTIAL MANDATORY MEASURES, SHEET 4 (July 2024 Supplement) SECTION 5.505 INDOOR MOISTURE CONTROL
5.505.1 INDOOR MOISTURE CONTROL. Buildings shall meet or exceed the provisions of California Building Code, CCR, Title 24, Part 2, Sections 1202 (Ventilation) and Chapter 14 (Exterior Walls). For additional measures, see Section 5.407.2 of this code.
SECTION 5.506 INDOOR AIR QUALITY
5.506.1 OUTSIDE AIR DELIVERY. For mechanically or naturally ventilated spaces in buildings, meet the minimum requirements of Section 120.1 (Requirements For Ventilation) of the California Energy Code, or the applicable local
code, whichever is more stringent, and Division 1, Chapter 4 of CCR, Title 8.
5.506.2 CARBON DIOXIDE (CO2) MONITORING. For buildings or additions equipped with demand control ventilation, CO2 sensors and ventilation controls shall be specified and installed in accordance with the requirements of the California Energy Code, Section 120(c)(4).
5.506.3 Carbon dioxide (CO2) monitoring in classrooms.
(DSA-SS) Each public K-12 school classroom, as listed in Table 120.1-A of the California Energy Code, shall be equipped with a carbon dioxide monitor or sensor that meets the following requirements:
1. The monitor or sensor shall be permanently affixed in a tamper-proof manner in each classroom between 3 and 6 feet (914 mm and 1829 mm) above the floor and at least 5 feet (1524 mm) away from door and operable windows.
2. When the monitor or sensor is not integral to an Energy Management Control System (EMCS), the monitor or sensor shall display the carbon dioxide readings on the device. When the sensor is integral to an EMCS, the carbon dioxide readings shall be available to and regularly monitored by facility personnel.
3. A monitor shall provide notification though a visual indicator on the monitor when the carbon dioxide levels in the classroom have exceeded 1,100ppm. A sensor integral to an EMCS shall provide notification to facility personnel through a visual and/or audible indicator when the carbon dioxide levels in the classroom have exceeded 1,100ppm.
4. The monitor or sensor shall measure carbon dioxide levels at minimum 15- minute intervals and shall maintain a record of previous carbon dioxide measurements of not less than 30 days duration.
5. The monitor or sensor used to measure carbon dioxide levels shall have the capacity to measure carbon dioxide levels with a range of 400ppm to 2000ppm or greater.
6. The monitor or sensor shall be certified by the manufacturer to be accurate within 75ppm at 1,000ppm carbon dioxide concentration and shall be certified by the manufacturer to require calibration no more frequently than once every 5 years.
SECTION 5.507 ENVIRONMENTAL COMFORT
5.507.4 ACOUSTICAL CONTROL. Employ building assemblies and components with Sound Transmission Class (STC) values determined in accordance with ASTM E 90 and ASTM E 413, or Outdoor-Indoor Sound Transmission Class (OITC) determined in accordance with ASTM E 1332, using either the prescriptive or performance method in Section 5.507.4.1 or 5.507.4.2.
Exception: Buildings with few or no occupants or where occupants are not likely to be affected by exterior noise, as determined by the enforcement authority, such as factories, stadiums, storage, enclosed parking structures and utility buildings.
Exception: [DSA-SS] For public schools and community colleges, the requirements of this section and all subsections apply only to new construction.
5.507.4.1 Exterior noise transmission, prescriptive method. Wall and roof-ceiling assemblies exposed to the noise source making up the building or addition envelope or altered envelope shall meet a composite STC rating of at least 50 or a composite OITC rating of no less than 40, with exterior windows of a minimum STC of 40 or OITC of 30 in the following locations:
1. Within the 65 CNEL noise contour of an airport.
Exceptions:
1. L dn or CNEL for military airports shall be determined by the facility Air Installation Compatible Land Use Zone (AICUZ) plan.
2. L dn or CNEL for other airports and heliports for which a land use plan has not been developed shall be determined by the local general plan noise element.
2. Within the 65 CNEL or L dn noise contour of a freeway or expressway, railroad, industrial source or fixed-guideway source as determined by the Noise Element of the General Plan.
5.507.4.1.1. Noise exposure where noise contours are not readily available. Buildings exposed to a noise level of 65 dB Leq - 1-hr during any hour of operation shall have building, addition or alteration exterior wall and roof-ceiling assemblies exposed to the noise source meeting a composite STC rating of at least 45 (or OITC 35), with exterior windows of a minimum STC of 40 (or OITC 30).
5.507.4.2 Performance Method. For buildings located as defined in Section 5.507.4.1 or 5.507.4.1.1, wall and roof-ceiling assemblies exposed to the noise source making up the building or addition envelope or altered envelope shall be constructed to provide an interior noise environment attributable to exterior sources that does not exceed an hourly equivalent noise level (Leq-1Hr) of 50 dBA in occupied areas during any hour of operation.
5.507.4.2.1 Site Features. Exterior features such as sound walls or earth berms may be utilized as appropriate to the building, addition or alteration project to mitigate sound migration to the interior.
5.507.4.2.2 Documentation of Compliance. An acoustical analysis documenting complying interior soundlevels shall be prepared by personnel approved by the architect or engineer of record.
5.507.4.3 Interior sound transmission. Wall and floor-ceiling assemblies separating tenant spaces and tenant spaces and public places shall have an STC of at least 40.
Note: Examples of assemblies and their various STC ratings may be found at the California Office of Noise Control: www.toolbase.org/PDF/CaseStudies/stc_icc_ratings.pdf.
SECTION 5.508 OUTDOOR AIR QUALITY
5.508.1 Ozone depletion and greenhouse gas reductions. Installations of HVAC, refrigeration and fire suppression equipment shall comply with Sections 5.508.1.1 and 5.508.1.2.
5.508.1.1 Chlorofluorocarbons (CFCs). Install HVAC, refrigeration and fire suppression equipment that do not contain CFCs.
5.508.1.2 Halons. Install HVAC, refrigeration and fire suppression equipment that do not contain Halons.
5.508.2 Supermarket refrigerant leak reduction. New commercial refrigeration systems shall comply with the provisions of this section when installed in retail food stores 8,000 square feet or more conditioned area, and that utilize either refrigerated display cases, or walk-in coolers or freezers connected to remote compressor units or condensing units. The leak reduction measures apply to refrigeration systems containing high-global-warming potential (high-GWP) refrigerants with a GWP of 150 or greater. New refrigeration systems include both new facilities and the replacement of existing refrigeration systems in existing facilities.
Exception: Refrigeration systems containing low-global warming potential (low-GWP) refrigerant with a GWP value less than 150 are not subject to this section. Low-GWP refrigerants are nonozone-depleting refrigerants that include ammonia, carbon dioxide (CO2), and potentially other refrigerants.
5.508.2.1 Refrigerant piping. Piping compliant with the California Mechanical Code shall be installed to be accessible for leak protection and repairs. Piping runs using threaded pipe, copper tubing with an outside diameter (OD) less than 1/4 inch, flared tubing connections and short radius elbows shall not be used in refrigerant systems except as noted below.
5.508.2.1.1 Threaded pipe. Threaded connections are permitted at the compressor rack.
5.508.2.1.2 Copper pipe. Copper tubing with an OD less than 1/4 inch may be used in systems with a refrigerant charge of 5 pounds or less.
5.508.2.1.2.1 Anchorage. One-fouth-inch OD tubing shall be securely clamped to a rigid base to keep vibration levels below 8 mils.
5.508.2.1.3 Flared tubing connections. Double-flared tubing connections may be used for pressure controls, valve pilot lines and oil.
Exception: Single-flared tubing connections may be used with a multiring seal coated with industrial sealant suitable for use with refrigerants and tightened in accordance with manufacturer's recommendations.
5.508.2.1.4 Elbows. Short radius elbows are only permitted where space limitations prohibit use of long radius elbows.
5.508.2.2 Valves. Valves Valves and fittings shall comply with the California Mechanical Code and as follows.
5.508.2.2.1 Pressure relief valves. For vessels containing high-GWP refrigerant, a rupture disc shall be installed between the outlet of the vessel and the inlet of the pressure relief valve.
5.508.2.2.1.1 Pressure detection. A pressure gauge, pressure transducer or other device shall be installed in the space between the rupture disc and the relief valve inlet to indicate a disc rupture or discharge of the relief valve.
5.508.2.2.2 Access valves. Only Schrader access valves with a brass or steel body are permitted for use.
5.508.2.2.2.1 Valve caps. For systems with a refrigerant charge of 5 pounds or more, valve caps shall be brass or steel and not plastic.
5.508.2.2.2.2 Seal caps. If designed for it, the cap shall have a neoprene O-ring in place.
5.508.2.2.2.2.1 Chain tethers. Chain tethers to fit ovr the stem are required for valves designed to have seal caps.
Exception: Valves with seal caps that are not removed from the valve during stem operation.
5.508.2.3 Refrigerated service cases. Refrigerated service cases holding food products containing vinegar and salt shall have evaporator coils of corrosion-resistant material, such as stainless steel; or be coated to prevent corrosion from these substances.
5.508.2.3.1 Coil coating. Consideration shall be given to the heat transfer efficiency of coil coating to maximize energy efficiency.
5.508.2.4 Refrigerant receivers. Refrigerant receivers with capacities greater than 200 pounds shall be fitted with a device tha indicates the level of refrigerant in the receiver.
5.508.2.5 Pressure testing. The system shall be pressure tested during installation prior to evacuation and charging.
5.508.2.5.1 Minimum pressure. The system shall be charged with regulated dry nitrogen and appropriate tracer gas to bring system pressure up to 300 psig minimum.
5.508.2.5.2 Leaks. Check the system for leaks, repair any leaks, and retest for pressure using the same gauge.
5.508.2.5.3 Allowable pressure change. The system shall stand, unaltered, for 24 hours with no more than a +/- one pound pressure change from 300 psig, measured with the same gauge.
5.504.4.6 Resilient flooring systems. Where resilient flooring is installed, at least 80 percent of floor area receiving resilient flooring shall meet the requirements of the California Department of Public Health,"Standard Method for the Testing and Evaluation of Volatile Organic Chemical Emissions from Indoor Sources Using Environmental Chambers," Version 1.2, January 2017 (Emission testing method for California Specifications 01350)
See California Department of Public Health's website for certification programs and testing labs. https://www.cdph.ca.gov/Programs/CCDPHP/DEODC/EHLB/IAQ/Pages/VOC.aspx#material
5.504.4.6.1 Verification of compliance. Documentation shall be provided verifying that resilient flooring materials meet the pollutant emission limits.
5.504.4.7 Thermal insulation
Comply with the requirements of the California Department of Public Health, "Standard Method of the Testing and Evaluation of Volatile Organic Chemical Emissions from Indoor Sources Using Environmental Chambers, "Version 1.2, January 1.2, January 2017 (Emission testing method for California Specification 01350).
See California Department of Public Health's website for certification programs and testing labs. https://www.cdph.ca.gov/Programs/CCDPHP/DEODC/EHLB/IAQ/Pages/VOC.aspx#material
5.504.4.7.1 Verification of compliance.
Documentation shall be provided verifying that thermal insulation materials meet the pollutant emission limits.
5.504.4.8 Acoustical ceiling and wall panels.
Comply with the requirements of the California Department of Public Health, "Standard Method for the Testing and Evaluation of Volatile Organic Chemical Emissions from Indoor Sources Using Environmental Chambers, " Version 1.2, January 2017 (Emission testing method for California Specification 01350).
See California Department of Public Health's website for certification programs and testing labs.
5.504.4.8.1 Verification of compliance. Documentation shall be provided verifying that acoustical finish materials meet the pollutant emission limits.
5.504.5.3 Filters. In mechanically ventilated buildings, provide regularly occupied areas of the building with air filtration media for outside and return air that provides at least a Minimum Efficiency Reporting Value (MERV) of
13. MERV 13 filters shall be installed prior to occupancy, and recommendations for maintenance with filters of the same value shall be included in the operation and maintenance manual.
Exceptions: Existing mechanical equipment.
5.504.5.3.1 Labeling. Installed filters shall be clearly labeled by the manufacturer indicating the MERV rating.
5.504.7 ENVIRONMENTAL TOBACCO SMOKE (ETS) CONTROL. Where outdoor areas are provided for smoking, prohibit smoking within 25 feet of building entries, outdoor air intakes and operable windows and within the building as already prohibited by other laws or regulations; or as enforced by ordinances, regulations or policies of any city, county, city and county, California Community College, campus of the California State University, or campus of the University of California, whichever are more stringent. When ordinances, regulations or policies are not in place, post signage to inform building occupants of the prohibitions.
5.504.4.3.2 Verification. Verification of compliance with this section shall be provided at the request of the enforcing agency. Documentation may include, but is not limited to, the following:
1. Manufacturer's product specification
2. Field verification of on-site product containers
5.504.4.4 Carpet Systems.
All carpet installed in the building interior shall meet the requirements of the California Department of Public Health, "Standard Method for the Testing and Evaluation of Volatile Organic Chemical Emissions from Indoor Sources Using Environmental Chambers." Version 1.2, January 2017 (Emission testing method for California Specifications 01350).
See California Department of Public Health's website for certification programs and testing labs. https://www.cdph.ca.gov/Programs/CCDPHP/DEODC/EHLB/IAQ/Pages/VOC.aspx#material
5.504.4.4.1 Carpet cushion. All carpet cushion installed in the building interior shall meet the requirements of the California Department of Public Health,"Standard Method for the Testing and Evaluation of Volatile Organic Chemical Emissions from Indoor Sources Using Environmental Chambers,"Version 1.2, January 2017 (Emission testing method for California Specifications 01350).
See California Department of Public Health's website for certification programs and testing labs. https://www.cdph.ca.gov/Programs/CCDPHP/DEODC/EHLB/IAQ/Pages/VOC.aspx#material
5.504.4.4.2 Carpet adhesive. All carpet adhesive shall meet the requirements of Table 5.504.4.1.
DISCLAIMER:THIS DOCUMENT IS PROVIDED AND INTENDED TO BE USED AS A MEANS TO INDICATE AREAS OF COMPLIANCE WITH THE CALIFORNIA GREEN BUILDING STANDARDS (CALGREEN) CODE. DUE TO THE VARIABLES BETWEEN BUILDING DEPART MENT JURISDICTIONS, THIS CHECKLIST IS TO BE USED ON AN INDIVIDUAL PROJECT BASIS AND MAY BE MODIFIED BY THE END USER TO MEET THOSE INDIVIDUAL NEEDS. THE END USER ASSUMES ALL RESPONSIBILITY ASSOCIATED WITH THE USE OF THIS DOCUMENT, INCLUDING VERIFICATION WITH THE FULL CODE.
Y N/A Y N/A Y N/A Y N/ARESPON.
PARTY
RESPON.
PARTY
RESPON.
PARTY
RESPON.
PARTY
Y =
YES
N/A = NOT APPLICABLE
RESPON. PARTY = RESPONSIBLE PARTY (ie: ARCHITECT, ENGINEER, OWNER, CONTRACTOR, INSPECTOR ETC.)
TABLE 5.504.4.3 - VOC CONTENT LIMITS FOR ARCHITECTURAL
COATINGS2,3
GRAMS OF VOC PER LITER OF COATING, LESS WATER & LESS EXEMPT COMPOUNDS
COATING CATEGORY CURRENT VOC LIMIT
FLAT COATINGS 50
NONFLAT COATINGS 100
NONFLAT HIGH GLOSS COATINGS 150
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
GB1.3
GREEN BUILDING
CODES
317
EXISTING EXTENDED SITE PLAN - NO CHANGES
1 A1.01/16 1
1/16"
REAL NORTH
1'-0"
NOTE: CONTRACTOR TO VERIFY CONDITIONS IN FIELD
AND NOTIFY ENGINEER OR DESIGNER OF ANY
DISCREPANCIES.
1. NO TREES ARE BEING REMOVED OR DAMAGED FROM THE SITE
DURING CONSTRUCTION.
2. THIS SITE PLAN HAS BEEN PREPARED WITHOUT BENEFIT OF
BOUNDARY SURVEY.
GENERAL NOTES
3. NO CHANGE IN EXISTING PARKING.
4. NO CHANGE IN EXISTING ADA PATH OF TRAVEL.
LOTS INFORMATION
(E) PARKING TO REMAIN
MU-43 ZONE
BUILDING USE: COMMERCIAL
LAKE FOREST CHAPTER 9.168.070
(E) AVAILABLE PARKING LOTS: 45
(E) PARKING BY DISABLED PERMIT ONLY: 2
LEGENDS
ACCESSIBLE ROUTE
SIDEWALK
ADJACENT UNITS
UNIT OF APPLICATION
GRASS
PARKING BY DISABLED PERMIT ONLY
DISABLED PARKING POST SIGN
GPA - GENERAL PARKING AREA
ZERO CURB
- EGRESS TRAVEL DISTANCE FROM MEIN
ENTRY TO POINT 1: 262'-8"
ACCESSIBILITY NOTES:
ACCESSIBLE PARKING SPACES, ACCESS AISLES, RAMPS AND
ACCESSIBLE ROUTES RESPOND TO THE REGULATIONS OF THE ADA GUIDE, CHAPTER 5.
- GENERAL SITE AND BUILDING ELEMENTS (502).
GPA GENERAL PARKING AREA
- EGRESS TRAVEL DISTANCE FROM MEIN
ENTRY TO POINT 2: 311'-6"
PLAN NORTH
NOPARKING
NO PARKING
1 2
3 4
5 8
9 10
11 6
7 13
12 14
15 16
17 18
19 20
21 21
22 23
24 25
26 27
28 29
30 31
32 33
34 35
36 37
38 39
40 41
42 43
44 45
BRIDGER RD
PROJECT UNIT
23811 BRIDGER RD. UNIT #100
APN: 616-033-05
BUILDING AREA: 1,046 SQ. FT.
ADJACENT UNIT
23851 BRIDGER RD.
APN: 616-033-04
ZONING: MU-43
GPA
GPA
GPA
3'
1 2
(E) MAIN ENTRY
7'-212"
174'-212"
62'-5"
16'-012"
MAIN BUIDING
APN: 616-033-05
BUILDING AREA:11,621 SQ. FT.
TOTAL FOR ALL BUILDINGS
COMMERCIAL STORE
1 CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
A1.0
EXTENDED
SITE PLAN
EXISTING
318
1 EXISTING FLOOR PLAN
— —
“
”
—
—
’
NOTE: CONTRACTOR TO VERIFY CONDITIONS IN FIELD
AND NOTIFY ENGINEER OR DESIGNER OF ANY
DISCREPANCIES.
LEGENDS
EXISTING
NEW
EXISTING WALL
1HR FIRE RATED WALL
4 1/4" 1'-0"
A2.0
23811 BRIDGER RD
ADJACENT UNIT
APN: 616-033-05
BRIDGER RD
REAL NORTHPLAN NORTH
7'-1"
6'-6"
6" 3'
812" 3'-4"
6"
10'
2'-2"
23'-7"
12'-112"
7'-712"
2'-10"
2'-812"
6'
2'-412"
5'-4"
13'-612"
40'-5"
20'-1"
33'-9"
(E)
SHOWROOM
32'-9 1/4"
19'-1 1/2"
39'-3"
11'-5"
22'-10 1/2"
PROVIDE FIRE BLOCKING AT 10'-0"
HORIZONTALLY AND VERTICALLY
(2) 5/8" TYPE 'X' GYP. BD.
(3) 5-1/2" BATT
INSULATION 2.5 PFC,
NOMINAL
(2) 5/8" TYPE 'X' GYP. BD
1 HOUR FIRE RATED WOOD FRAMING WALL ASSEMBLY -
PLAN VIEW - ASTM E 119/NFPA 251
THE INTERIOR WALL SHALL BE CONSTRUCTED WITH TWO LAYERS OF 5 8" TYPE "X" GYPSUM BOARD.
STUD SPACING
16" 16" 16" 16" 16" 16"
ON CENTER
14"
2"
PAINTED FINISHED
PAINTED FINISHED
(1) 2"x4" WOOD STUDS AT 16" O.C.
NOTES:
1. Framing - Nominal 2x6 wood studs, spaced 16 in. o.c., double top plates, single bottom plate.
2. Sheating - 5/8 in. Type X gypsum wallboard, 4 ft. wide, applied horizontally. Horizontal joints a re unblocked.
Horizontal application of wallboard represents the direction of least fire resistance as opposed to vertical appli- cation.
3. Insulation - 5-1/2" thick mineral wool insulation (2.5 pfc, nomimal)
4. Fasteners - 2-1/4" #6 type S drywall screws, spaced 12 in. o.c.
5. Joints and Fastener Heads - Wallboard joints covered with paper tape and joint compound; fastener heads covered with joint compound.
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
A2.0
EXISTING
FLOOR PLAN
319
1 PROPOSED FLOOR PLAN
NOTE 1: CONTRACTOR TO VERIFY CONDITIONS IN FIELD
AND NOTIFY ENGINEER OR DESIGNER OF ANY
DISCREPANCIES.
A-1.1
— —
“ ”
—
—
’
EXISTING WALL
1HR FIRE RATED WALL
OCCUPANT LOAD BREAK DOWN PER AREA:
1-
LOBBY: 1/15
2- RECEPTION: 1/15
4-
CLASS SPACE: 1/50
LOBBY = 163 SQ. FT.
163/15: 10 OCCUPANTS
RECEPTION AREA = 50 SQ. FT.
50/15: 3 OCCUPANTS
MASSAGE ROOM 1 = 135 SQ. FT.
135/50: 2 OCCUPANTS
TOTAL OCCUPANT LOAD =
10+3+2+2+2=19
#OF EXITS: 1 - REQUIRED: 1
#OF OCCUPANTS PER EXIT: 19
-
EGRESS TRAVEL DISTANCE TO POINT 2:
44'-6"
EGRESS 2
NOTE 4:
In the case of the Plumbing Fixture occupant of the LAPC CHAPTER 4. "Chapter 4 of the CPC is adopted by reference, except that Sections 412.1 and 412.1.2 of the CPC are not adopted, and Subsections 94.407.2.4, 94.412.1, 94.412.1.2, 94.414.4 and 94.414.5 of the LAMC are modified or added" LAPC 422.0 Minimum Number of Required Fixtures.
422.2 Separate Facilities. Separate toilet facilities shall be provided for each sex.
Exceptions:
(1)
Residential installations.
(2) In occupancies with a total occupant load of 10 or less, including customers and employees, one t oilet
facility, designed for use by no more than one person at a time, shall be permitted for use by both sexes. (3) In business and mercantile occupancies with a total occupant load of 50 or less including customers and
employees, one toilet facility, designed for use by no more than one person at a time, shall be perm itted for use by
both sexes.
(4)
Separate facilities shall not be required where rooms have fixtures designed for use by both sexes and the water closets are installed in privacy compartments. Urinals shall be located in a privacy compartment. 4 23811 BRIDGER RD
ADJACENT UNIT
APN: 616-033-05
BRIDGER RD
7'-1"
6'-6"
6" 3'
812" 3'-4"
6"
10'
2'-2"
23'-7"
12'-112"
7'-712"
2'-10"
2'-812"
6'
2'-412"
5'-4"
13'-612"
40'-5"
20'-1"
33'-9"
NEW 2X4 WALLS @ 16 O/C (OR MATCH TO EXISTING)
(N)
CHAIR ROOM
(INTAKE/THERAPY)
ROOM 1
CH: 8'
(N)
QUIET ROOM
(MEDITATION)
ROOM 2
CH: 8'
(N)
PHYSICAL
REJUVENATION
ROOM 3
CH: 8'
(N)
LOBBY
CH: 8'
(N)
RECEPTION
OFFICE
CH: 8'
1'-6"
R2'-6"
(N) ECOSMART TANKLESS
WATER HEATER
(N) ADA
STACKABLE
W/D
(N)
LAUNDRY &
BREACK
CH: 8'
(N)
JANITOR
CH: 8'
15'-7 1/4"
6'-7 3/4"
5'-0 1/2"
8'-3 1/2"
8'-3"
3'-0"
3'-4 1/2"
2'-2 1/2"
3'-2"
10 3/4"
7'-11 1/4"
4'-0"
6'-3 3/4"
3 3/4"
2'-8"
2'-11"
6 1/4"
3'-0"
5 1/4"
1'-6 1/2"
3'-0"
2 1/4"
7'-4 3/4"
6'-11 3/4"
(E) ACCESSIBLE
UNISEX BATHROOM
CH.: 8'-00"
SEE ADA DETAILS
4'-9 3/4"
11'-5 3/4"
7'-9 1/4"
4'-3 1/2"
2'-5" 6'-3 3/4"
6'-10"
5 3/4"
3'-0"
3'-6"
4'-3"
4'-2"
10'-8 1/2"
3'-0"
1'-0"
7'-9"
11'-7"
14'-4"
14'-1 1/4"
MASSAGE ROOM 2 = 138 SQ. FT.
138/50: 2 OCCUPANTS
1'-0"
7 1/2"
3'-0"
8'-10 1/4"
12'-4"
3'-1 3/4"
5'-3 1/4"
10'-4 3/4"
12'-3 3/4"
12'-2 3/4"
12'-1 1/4"
8'-4 1/4"
13'-2 3/4"
11'-11 3/4"12'-3 3/4"
MASSAGE ROOM 3 = 124 SQ. FT.
124/50: 2 OCCUPANTS
2 1
- EGRESS TRAVEL DISTANCE TO POINT 1:
22'-10"
EGRESS 1
A- WALL MOUNT FILLING STATION
IS ACCESSIBLE FOR ADA HEIGHT
A
HI-LO DRINKING FOUNTAIN
A
(N) WALL MOUNTED
BOTTLE FILLING STATION
1/4" 1'-0"
REAL NORTHPLAN NORTH
01 01
01 01
01 2'-8" X 7'-0"INTERIOR
3'-0" X 7'-0"
1 3/4"
1 3/4"EXTERIOR
02 01
THK.SIZEDOOR TYPEDOOR NUMBER
DOOR SCHEDULE
W1 362S125-33 MTL STUDS (DIETRICH,
ICC/ESR 2457) @16" O.C. WITH 5/8"
TYPE 'X' GYP. BD. ON BOTH SIDES
WITH R-13 SOUND INSULATION,
BRACE TO STRUCTURE ABOVE PER
DETAIL. TAPED AND SANDED READY
FOR PAINT.
INTERIOR
PARTITION
WALL TAG NOTESWALL TYPE
WALL TYPE
PROVIDE FIRE BLOCKING AT 10'-0"
HORIZONTALLY AND VERTICALLY
(2) 5/8" TYPE 'X' GYP. BD.
(3) 5-1/2" BATT
INSULATION 2.5 PFC,
NOMINAL
(2) 5/8" TYPE 'X' GYP. BD
1 HOUR FIRE RATED WOOD FRAMING WALL ASSEMBLY -
PLAN VIEW - ASTM E 119/NFPA 251
THE INTERIOR WALL SHALL BE CONSTRUCTED WITH TWO LAYERS OF 5 8" TYPE "X" GYPSUM BOARD.
STUD SPACING
16" 16" 16" 16" 16" 16"
ON CENTER
14"
2"
PAINTED FINISHED
PAINTED FINISHED
(1) 2"x4" WOOD STUDS AT 16" O.C.
NOTES:
1. Framing - Nominal 2x6 wood studs, spaced 16 in. o.c., double top plates, single bottom plate.
2. Sheating - 5/8 in. Type X gypsum wallboard, 4 ft. wide, applied horizontally. Horizontal joints are unblocked.
Horizontal application of wallboard represents the direction of least fire resistance as opposed to vertical appli- cation.
3. Insulation - 5-1/2" thick mineral wool insulation (2.5 pfc, nomimal)
4. Fasteners - 2-1/4" #6 type S drywall screws, spaced 12 in. o.c.
5. Joints and Fastener Heads - Wallboard joints covered with paper tape and joint compound; fastener heads covered with joint compound.
1/2" MAX. HEIGHT AT 1:2
SLOPE
DOOR (SEE PLAN)
FINISH FLOOR
11" KICK[PLATE OR SMOOTH
FULL WIDTH OF DOOR
THESHOLD
DOOR BOTTOM
DOOR GLAZING
OUTSIDE
11"
1/4"
D1 DOOR THESHOLD DETAIL
INSIDE
48" CL
FRONT DOOR
01 (N) WALL MOUNTED
MOP SINK
R2'-6"
(N) RECEPTION TABLE
60" DIAM.
CLEARANCE
AREA FOR RECEPTION
48" CL
FRONT DOOR
3'-0"
1'
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
A2.1
PROPOSED
FLOOR PLAN
320
1 PROPOSED REFLECTED CEILING PLAN
NOTE: CONTRACTOR TO VERIFY CONDITIONS IN FIELD
AND NOTIFY ENGINEER OR DESIGNER OF ANY
DISCREPANCIES.
A3.04
(E)/(N) ONE HOUR FIRE RATED WALL
NEW 2X4 WALLS @ 16 O/C (OR MATCH TO EXISTING)
1. ALL STUDS TO BE 16" O.C. U.O.N.
2. ALL GYP BD TO BE 5/8" THICK, TYPE X U.O.N.
3. ALL MDF/PLYWOOD SHALL BE "FIRE RETARDANT TREATED" AS SPECIFIED IN 2018 IBC SECTION 2303.2.
4. ALL CONCEALED WOOD MATERIAL AND BLOCKING SHALL COMPLY WITH 2018 IBC SECTION 603 AND SHALL BE "FIRE RETARDANT TREATED" AS SPECIFIED IN 2018 IBC SECTIONB 2303.2.
5. ALL GYP BD AT EXTERIOR PERIMETER WALLS TO BE 5/8" THICK, SHEATHING AND TO EXTEND TO UNDERSIDE OF STRUCTURE ABOVE.
6. PROVIDE WATER-RESISTANT GYP BD PANELS AT ALL NEW INTERIOR "WET" LOCATIONS, INCLUDING BATHROOMS.
7. THE PARTITION TYPE ABOVE OR BELOW ANY OPENING IS TO BE THE SAME AS THAT SCHEDULED FOR EITHER SIDE OF THE OPENING.
8. DIFFERING PARTITION T YPES SHALL ALIGN SO THAT WALL PLANES CONTINUE UNBROKEN IN ROOMS, U.O.N.
9. ALL BOTTOM SILL PLATES SHALL BE SET IN C ONTINUOUS ACOUSTICAL SEALANT TAPE EACH SIDE.
10. PARTITIONS NOTED TO BE "ACOUSTICAL" REQUIRE ACOUSTICAL SEALANT AROUND ALL PIPE AND
DUCT PENETRATIONS, BOTTOMS AND TO PLATES, WHERE THE WALL MEETS THE STRUCTURE, AND AT DISSIMILAR MATERIALS. ACOUSTICAL PARTITIONS ARE TO BE SEALED AIR TIGHT.
11. DIMENSION LOCATION FOR ALL PARTITIONS IS TO THE FACE OF FINISH U.O.N.
12. PARTITIONS INDICATED AS FIRE RATED FORM A SEPARATION THAT SHALL BE CONTINOUS FROM
FLOOR TO STRUCTURE ABOVE WITH NO BREAKS AT COLUMNS, BEAMS, WALL TRANSITIONS, OR OTHER OBSTRUCTIONS.
13. ALL INSULATION TO BE FULL CAVITY WIDTH WITH A MAX. DEPTH OF 6" AT THE WALLS. INSULATION IS
TO RUN CONTINUOUS AROUND COLUMNS AND OTHER OBSTRUCTIONS TO FORM A CONTINUOUS ACOUSTIC OR THERMAL BARRIER.
14. PROVIDE ADDITIONAL WALL BRACING AND/OR BRIDGING AS MAY BE REQUIRED FOR HEIGHT OF WALL.
15. SEE DETAIL 5/A-4.0 FOR TYPICAL WALL BACKING ASSSEMBLY.
16. ALL FIRE RATED WALLS TO TERMINATE AT STRUCTURE ABOVE U.O.N.
17. ALL METAL FRAMING MEMBERS TO BE ARRANGED AND SPACED SO AS TO PERMIT INSTALLATION OF PIPE CONDUITS AND DUCTWORK WITH A MINIMUM OF CUTTING. SHAFT WALLS TO BE PROVIDED WITH NECESSARY FRAMES, BRACING, AND SEALANT AROUND THE OPENING.
18. INSTALL METAL CORNER BEADS AT ALL EXPOSED WALLBOARD EDGES. INSTALL CASING BEADS WHEREVER WALLBOARD, PLASTER, ETC. ABUTTS A DISSIMILAR FINISH MATERIAL AND PROVIDE SEALANT AS REQUIRED.
19. EXCEPT WHERE SPECIFIC GAUGES ARE NOTED, COMPLY WITH THE REQUIREMENTS OF MANUFACTURER'S STUD SPAN TABLES FOR UNBRACED LENGTH AND GAUGE. DEFLECTION AT ALL PARTITIONS TO BE LIMITED TO L/240 MAX. AT 5PSF LATERAL LOAD OR LESS IF REQUIRED FOR SPECIALTY FINISHES.
20. ALL GYP BD TO BE BY UNITED STATES GYPSUM COMPANY CONFORMING TO THE REQUIREMENTS OF ASTM E119 OR ALTERNATE MANUFACTURER WITH A COMPARABLE QUALIFYING ICC REPORT.
21. ALL STUD FRAMING TO BE COLD FORMED METAL FRAMING TO COMPLY WITH THE REQUIREMENTS OF ESR-3064P AND BE PROVIDED BY ONE OF THE MANUFACTURERS APPROVED IN THIS REPORT.
22. ALL FASTENERS AT TOP AND BOTTOM OF STSUD FRAMING TO BE LOW VELOCITY POWER DRIVEN FASTENERS BY HILTI CONFORMING TO THE REQUIREMENTS OF ESR-1663 OR AN ALTERNATE PRODUCT BY AN ALTERNATE MANUFACTURER WITH A COMPARABLE QUALIFY ICC REPORT.
CEILING NOTES
23811 BRIDGER RD
ADJACENT UNIT
APN: 616-033-05
(N)
MASSAGE ROOM 1
CH: 8'
(N)
MASSAGE ROOM 2
CH: 8'
(N)
MASSAGE ROOM 3
CH: 8'
(N)
LOBBY
CH: 8'
(N)
RECEPTION
CH: 8'
(N)
LAUNDRY &
BREACK
CH: 8'
(N)
JANITOR
CH: 8'
(E) ACCESSIBLE
UNISEX BATHROOM
CH.: 8'-00"
SEE ADA DETAILS
E
EXIT
EXIT
E
E
E
STANDARD CEILING
STANDARD CEILING
STANDARD CEILING
E
STANDARD CEILING
STANDARD CEILING
STANDARD CEILING
STANDARD CEILING
STANDARD CEILING
E
STANDARD CEILING
STANDARD CEILING
E
ESTANDARD CEILING
NEW SMOKE DETECTOR,
SEE ELECTRICAL DRAWING.
NEW CARBON MONOXIDE DETECTOR,
SEE ELECTRICAL DRAWING.
NEW 8" RECESSED DOWNLIGHT,
COORD W/ OWNER FOR MODEL SPECS.
NEW LED EDGE-LIT EXIT SIGNEXIT
FIXTURES LEGEND
EMERGENCY NEW 8" RECESSED DOWNLIGHT,
COORD W/ OWNER FOR MODEL SPECS.
E
EXHAUST FAN BATHROOM
ENERGY START HUMIDISTAT TYPE
NOTE: ALL FLUORESCENT FIXTURES WITH DOUBLE
ENDED LAMPS SHALL BE EQUIPPED WITH
DISCONNECT MEANS PER 410.73G.
NOTE: GFCI PROTECTION MUST BE PROVIDED FOR
ALL FOOD PREPARATION AREAS.
NOTE:
1- NEW EXIT SIGNS WITH BUGG EYES.
2- NEW PHOTOLUMINESCENT EXIT SIGNS, PROVIDED
WITH NOT LESS THAN 1FT CANDLE (11LUX) OF
ILUMINATION FOR 90 MINUTES PRIOR TO PERIODS
WHEN THE BUILDING IS OCCUPIED AND
CONTINUOUSLY DURING THE BUILDING OCCUPANCY
1/4" 1'-0"
REAL NORTHPLAN NORTH
A/C INTERIOR UNIT
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
A3.0
REFLECTED CEILING
PROPOSED
321
1 PROPOSED ADA BATHROOM PLAN
NOTE: CONTRACTOR TO VERIFY CONDITIONS IN FIELD
AND NOTIFY ENGINEER OR DESIGNER OF ANY
DISCREPANCIES.
A4.0
2 N.T.S. A4.0
PROPOSED ADA BATHROOM
PROPOSED EXTERIOR FRONT ELEVATION BATHROOM PROPOSED INTERIOR FRONT ELEVATION W.C.
NOTE: ALL EXISTING WINDOWS AND DOORS TO BE
REMAIN.
1. ALL STUDS TO BE 16" O.C. U.O.N.
2. ALL GYP BD TO BE 5/8" THICK, TYPE X U.O.N.
3. ALL MDF/PLYWOOD SHALL BE "FIRE RETARDANT TREATED" AS SPECIFIED IN
4. ALL CONCEALED WOOD MATERIAL AND BLOCKING SHALL COMPLY WITH 2018 TREATED" AS SPECIFIED IN 2018 IBC SECTIONB 2303.2.
5. ALL GYP BD AT EXTERIOR PERIMETER WALLS TO BE 5/8" THICK, SHEATHING AND TO EXTEND TO UNDERSIDE OF STRUCTURE ABOVE.
6. PROVIDE WATER-RESISTANT GYP BD PANELS AT ALL NEW INTERIOR "WET" LOCATIONS, INCLUDING BATHROOMS.
7. THE PARTITION TYPE ABOVE OR BELOW ANY OPENING IS TO BE THE SAME AS THAT SCHEDULED FOR EITHER SIDE OF THE OPENING.
8. DIFFERING PARTITION T YPES SHALL ALIGN SO THAT WALL PLANES CONTINUE UNBROKEN IN ROOMS, U.O.N.
9. ALL BOTTOM SILL PLATES SHALL BE SET IN C ONTINUOUS ACOUSTICAL
10. PARTITIONS NOTED TO BE "ACOUSTICAL" REQUIRE ACOUSTICAL SEALANT
AROUND ALL PIPE AND DUCT PENETRATIONS, BOTTOMS AND TO PLATES, WHERE THE WALL MEETS THE STRUCTURE, AND AT DISSIMILAR MATERIALS.
11. DIMENSION LOCATION FOR ALL PARTITIONS IS TO THE FACE OF FINISH U.O.N.
12. PARTITIONS INDICATED AS FIRE RATED FORM A SEPARATION THAT SHALL COLUMNS, BEAMS, WALL TRANSITIONS, OR OTHER OBSTRUCTIONS.
13. ALL INSULATION TO BE FULL CAVITY WIDTH WITH A MAX. DEPTH OF 6" AT THE WALLS. INSULATION IS TO RUN CONTINUOUS AROUND COLUMNS AND
OTHER OBSTRUCTIONS TO FORM A CONTINUOUS ACOUSTIC OR THERMAL
14. PROVIDE ADDITIONAL WALL BRACING AND/OR BRIDGING AS MAY BE
15. SEE DETAIL 5/A-4.0 FOR TYPICAL WALL BACKING ASSSEMBLY.
16. ALL FIRE RATED WALLS TO TERMINATE AT STRUCTURE ABOVE U.O.N.
17. ALL METAL FRAMING MEMBERS TO BE ARRANGED AND SPACED SO AS TO
PERMIT INSTALLATION OF PIPE CONDUITS AND DUCTWORK WITH A MINIMUM OF CUTTING. SHAFT WALLS TO BE PROVIDED WITH NECESSARY FRAMES, BRACING,
18. INSTALL METAL CORNER BEADS AT ALL EXPOSED WALLBOARD EDGES.
INSTALL CASING BEADS WHEREVER WALLBOARD, PLASTER, ETC. ABUTTS A DISSIMILAR FINISH MATERIAL AND PROVIDE SEALANT AS REQUIRED.
19. EXCEPT WHERE SPECIFIC GAUGES ARE NOTED, COMPLY WITH THE
REQUIREMENTS OF MANUFACTURER'S STUD SPAN TABLES FOR UNBRACED TO BE LIMITED TO L/240 MAX. AT 5PSF LATERAL LOAD OR LESS IF REQUIRED FOR SPECIALTY FINISHES.
20. ALL GYP BD TO BE BY UNITED STATES GYPSUM COMPANY CONFORMING TO THE REQUIREMENTS OFASTM E119 OR ALTERNATE MANUFACTURER WITH A
21. ALL STUD FRAMING TO BE COLD FORMED METAL FRAMING TO COMPLY WITH THE REQUIREMENTS OF ESR-3064P AND BE PROVIDED BY ONE OF THE
22. ALL FASTENERS AT TOP AND BOTTOM OF STSUD FRAMING TO BE LOW
VELOCITY POWER DRIVEN FASTENERS BY HILTI CONFORMING TO THE REQUIREMENTS OF ESR-1663 OR AN ALTERNATE PRODUCT BY AN ALTERNATE
FRAMING NOTES
2018 IBC SECTION 2303.2.
IBC SECTION 603 AND 2018 IBC SECTION 2303.2. SHALL BE "FIRE RETARDANT SEALANT TAPE EACH SIDE.
ACOUSTICAL PARTITIONS ARE TO BE SEALED AIR TIGHT. DISSIMILAR MATERIALS. ACOUSTICAL PARTITIONS ARE TO BE SEALED AIR TIGHT.
BE CONTINOUS FROM FLOOR TO STRUCTURE ABOVE WITH NO BREAKS AT BARRIER.
REQUIRED FOR HEIGHT OF WALL.
AND SEALANT AROUND THE OPENING.
LENGTH AND GAUGE. DEFLECTION AT ALL MANUFACTURER'S STUD SPAN TABLES FOR UNBRACED LENGTH AND GAUGE. DEFLECTION AT ALL PARTITIONS COMPARABLE QUALIFYING ICC REPORT.
MANUFACTURERS APPROVED IN THIS REPORT.
MANUFACTURER WITH A COMPARABLE QUALIFY ICC REPORT.
2' GRAB BAR
TOILET PAPER
1'-10"
W.C.
1'-6" 4' - 5" 1'-6"
CEILING
SINK
2'-4"
2'-10"
8'
3'
1'-6"
1'
2'
4'-8 12"
CEILING
2 14"3'9"
3'-4"
4'-1"
1' - 6 12"
7'
8'
SCALE: N.T.S. SCALE: N.T.S.
7'
5'-112"
1'-6"
6"
3'
1'
MIN
4'
18" MIN
2'-6"
4'
5'
4'-8"
R2'-6"
60" MIN
2 CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
A4.0
ADA BATHROOM
PROPOSED
322
B
NOTE
1. MINIMUM 30" X 48" CLEAR SPACE IS PROVIDED IN FRONT OF LAVATORY THAT ALLOWS FORWARD APPROACH.
2. DRAIN AND HOT WATER PIPING IS INSULATED OR CONFIGURED TO PREVENT CONTACT.
3. THERE ARE NO SHARP OR ABRASIVE ELEMENTS UNDER LAVATORY.
4. FAUCETS ARE LEVER TYPE, ELECTRONICALLY ACTIVATED OR APPROVED SELF CLOSING VALVES (MIN. 10 SECOND OPEN FLOW).
5. FAUCETS ARE OPERABLE WITH ONE HAND AND DO NOT REQUIRE TIGHT GASPING, PINCHING OR TWISTING OF THE WRIST.
6. 5 LB. MAXIMUM FORCE REQUIRED TO ACTIVATE CONTROLS.
7. ALLOWABLE BOWL IS A MAXIMUM OF 6 1/2" DEEP.
WALL MOUNTED SIGNAGE TO BE
LOCATED ON LATCH SIDE OF DOOR
CLEAR OF DOOR-SWING. MOUNT AT
60" TO CENTERLINE OF SIGN FROM
FLOOR
PER [CBC 1117B.5.5]
BRAILLE SHALL BE PLACED A MINIMUM OF 38" INCH AND A
MAXIMUM OF 1/2" INCH DIRECTLY BELOW THE TACTILE
CHARACTERS: FLUSH LEFT OR CENTERED [CBC 1117B.5.5]
GENDER NEUTRAL
REQUIRED
CLR.
H/C RESTROOM DOOR SIGNAGE
LC
NOTE
MANUFACTURED BY: TUBULAR SPECIALTIES MFG., INC. (310) 515-4801 FOR ADDITIONAL HANDICAP ACCESSIBLE REQUIREMENTS, REFER TO SPECS.
1. SIGNS SHALL BE 1/4" THICK MIN.
2. CENTER SIGNS ON THE DOOR AT A HEIGHT OF 5'-0" A.F.F.
3. SIGNS SHALL BE DISTINCTLY DIFFERENT FROM DOOR IN COLOR AND CONTRAST.
NOTE
1. LOCATE ON THE WALL ADJACENT TO THE LATCH SIDE OF DOOR.
2. HEIGHT 60" ABOVE FINISH FLOOR.
3. RAISED LETTERS:
A. 5/8" TO 2" HIGH, RAISED 1/32".
B. SANS SERIF, UPPER CASE.
C. NON-GLARE (ADAAG 4.30.4).
D. CONTRAST (ADAAG 4.30.4); LIGHT-ON-DARK or DARK-ON-LIGHT.
4. BRAILLE: GRADE II, DOTS = 1/10" O.C. IN EACH CELL WITH 2/10" SPACE BETWEEN CELLS, RAISED 1/40".
REQUIRED
CLR.
04 LAVATORIES DETAIL
5. INTERIOR DIMENSIONS OF SINGLE ACCOMMODATION TOILET ROOMS SHALL INCLUDE A CLEAR FLOOR SPACE OF AT LEAST 60" IN DIAMETER OR A T-SHAPED CLEAR SPACE. NO DOOR MAY ENCROACH INTO THIS REQUIRED CLEAR SPACE BY MORE THAN 12".
6. NONABSORBENT FINISH AND BACKING FOR TOILET ROOM FLOORS, WALLS OF
TOILET COMPARTMENTS AND WALLS AROUND URINALS MUST CONFORM WITH(807.1).
7. WALL WITHIN 2 FEET OF THE FRONT AND SIDES OF URINALS/ WATER
CLOSETS SHALL HAVE A SMOOTH AND NON-ABSIRBENT SURFACE TO A HEIGHT OF 4 FEET (SEC. 807.1.1 & 2)
02 NOTE
X=52" MIN. WHEN WATER
CLOSETS ARE IN STALLS
X=54" MIN. WHEN WATER
CLOSETS ARE NOT IN STALLS
(EG. : SINGLE ACCOMMODATION
ROOMS OR OPEN TOILETING
SITUATIONS)
WATER CLOSETS/FLUSHOMETER
VALVES-1.6 GALLONS/FLUSH.
MIRROR
TOILET
PAPER
DISPENCER
MEN
C
NOTES
1. EXCEPT AT DOORS, THE MINIMUM CLEAR WIDTH OF AN ACCESSIBLE ROUTE IN FACILITY IS 36".
2. WALLS WITHIN COMPARTMENT ARE SMOOTH, HARD AND NON-ABSORBENT TO 48" IN HEIGHT, AND ARE NOT ADVERSELY AFFECTED BY MOISTURE.
3. FLOOR SURFACES OF TOILET ROOM ARE SMOOTH, HARD AND
NON-ABSORBENT SURFACE SUCH AS PORTLAND CEMENT OR OTHER
APPROVED MATERIAL WHICH EXTENDS UPWARD A MIN. OF 5" ONTO WALLS.
4. REGARDLESS OF STALL CONFIGURATION, A 48" LONG MINIMUM CLEARANCE FLOOR SPACE SHALL BE PROVIDED IN FRONT OF THE WATER CLOSET.
TOILET
SEAT
COVER
05 EQUIPMENT
PERMITTED IN
SHADED AREA
L
L
REQUIRED
CLR.
03 ADA BATHROOM NOTES
C
CORRESPONDING GRADE II BRAILLE
TOILET ROOM ACCESSORIES
A
1/2"
36" MIN.
40" MAX.
MIN.
1 1/2"
17"-18"
HEIGHT OF LETTERING
3/4" MIN. TO 1/2" MAX.
6"
MIN.
12" MIN. 12"
MAX.
42" MIN.
36" MAX.
33"-36"
12"
17" MIN.
19" MAX.
17" MIN.
48" MIN.
MAX.
24" MIN.
40" MAX.
18" MIN.
30" MIN.
1/2"
34" MAX.
19"
6"
8"
36" MIN. 30" MIN.
13-1/2"
MAX.
12" 12"
29" MIN.
12"
44" MAX.
MAX.
17" MAX.
MORE THAN 24"
60"
30"-44"
7"-9"
MAX.
24" MAX.
REACH POINT
19" MIN.
48" MIN.
17"-19"
33"
MIN.
48" MIN.
27" MIN.
1 1/2"
9"
1/2"
SIDE VIEW TOP VIEW SIDE VIEW FRONT VIEW
FLOOR MOUNTED WATER CLOSET
UPPERCASE CHARACTERS
SANITARY
NAPKINS
DRYER
TOWERS
WASTE
TOWERS
& WASTE
1 N.T.S. A-3.0
01 ADA GUIDELINES
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
D1.0
DETAILS
ADA BATHROOM
323
LATCH APPROACH, PULL SIDE
DOOR PROVIDED WITH BOTH CLOSER AND LATCH.
DOOR MANEUVERING CLEARANCE AT MANUAL SWINGING DOORS AND GATES 1/2" RADIUS
0" CONCRETE
CURB
80" MIN. FOR FREE
STANDING 36" MIN.
FOR WALL MOUNT
HINGE APPROACH, PULL SIDE
DOOR PROVIDED WITH BOTH CLOSER AND LATCH.
VAN ACCESSIBLE
WHITE
TO TOP OF WALKING SURFACE
05 A'
NOTES:
CENTER SYMBOL IN EACH
DISABLED ACCESS STALL
INSTALL SYMBOL FLUSH
W/PAVING @HANDICAP
PARKING STALL
PARKING SIGN SHALL READ:
"UNAUTHORIZED VEHICLES PARKED
IN DESIGNATED ACCESSIBLE SPACES
NOT DISPLAYING DISTINGUISHING
PLACARDS OR LICENSE PLATES
ISSUED FOR PERONS WITHOUT
DISABILITIES MAY BE TOWED AT
OWNER'S EXPENSE. TOWED VEHICLES
MAY BE CLAIMED AT POLICE DEP.
OR BY TELEPHONING626-308-2828".
ALL LETTERING SHALL BE A MINIMUM
OF 1" IN HEIGHT
01 FRONT APPROACH, PULL SIDE
4" WIDE STRIPE
PAINTED BLUE
BLUE
05 TYP. TRUNCATED DOMES DETAIL
LAVATORIES DETAIL
2" DIA. GALV. TUBULAR STEEL
PIPE. CAP TUBE END
LATCH APPROACH, PULL SIDE
TRUNCATED
DOME AREA
FINISH GRADE/ PAVEMENT
CONCREATE FOOTING
2% MAX. SLOPE IN
ANY DIRECTION
RESERVED
FOR
HANDICAPPED
MINIMUM
FINE $250
MINIMUM
FINE $250
APPROPRIATE INFORMATION
SHALL BE ADDED TO SIGN
6" RADIUS
A
(E) ADA SINGLE PARKING STALL & SIGN
NO PARKING
TYP. ACCESSIBLE SIGN
TAPERED
DEGES WHERE
EXPOSED
ADD 6 INCHES
AT EXTERIOR
SIDE OR
EXTERIOR
DOOR.
02 03
PEDESTRIAN WALKWAY
NOTES:
PAINT DIRECTIONAL ARROWS AT DRIVEWAY AND ENTRY PARKING AS REQUIRED PER CITY STANDARDS. DOUBLE STRIPE PAINT ALL STALLS.
VAN ACCESSIBLE PARKING STALL SHALL HAVE A MINIMUM 8'-0" WIDE
ACCESS AISLE LOCATED ON THE SIDE OPPOSITE THE DRIVER'S SIDE WHEN THE VEHICLE IS GOING FORWARD INTO THE PARKING SPACE.
RESERVED
FOR
HANDICAPPED
FRONT APPROACH, PULL SIDE
DOOR PROVIDED WITH BOTH CLOSER AND LATCH.
ACCESSIBLE
STALL
(E) ADA ACCESSIBLE STALL
WHITE PAINT
H/C ACCESSIBILITY SIGN
NOTES:
SIGN TO BE CENTERED AT
THE INTERIOR END OF
PARKING SPACE AREA OF
SIGN TO BE A MIN. OF
70 SQ. IN. DESIGNATE FOR
" VAN ACCESSIBLE" WHERE
APROPRIATE
REFLECTORIZED SIGN
CONSTRUCTED OF
PORCLAIN STEEL WITH
BEADED TEXT OR EQUAL.
HINGE APPROACH, PULL SIDE
PAINT BLUE EQUAL TO
COLOR NO.15090 IN
FEDERAL STANDARD 599B
04 TYP. PLAN
4 3/4"
2'
60" MIN
4 3/4"
18" MIN
48" MIN
4 3/4"
12" MIN
96" MIN. 8' TYP.
60" MIN
4' MIN.
2'3"
4'
2'-2"
18'
3'-8" MIN.
.9" AT BASE
2.35"
0.45" TOP
44" MIN
22" MIN .45" TOP
36" MIN
60" MIN
2'-4"
24" MIN
1.67"
24" MIN
8"
4 3/4"
6'-4 3/4"
6'-4 3/4"
44" MIN
7'-2 3/8"
TYP.
1'
7'-2 3/8"
2'-10" MIN.
NTS NTS
NTS
NTSNTS
NTS
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR:
CHOI MASSAGE BUSINESS
23811 BRIDGER RD
LAKE FOREST, CA 92630
CLIENT
ALEX CHOI
ISSUE AND REVISIONS
15-11-24
REVISED I
-
REVISED II
-
REVISED III
-
PROJECT DESIGNER:
JEANNICE CARRILLO
PROFESSIONAL SIGNATURE
JEANNICE CARRILLO
JEAN-PRESCOTT
REVISED IV
-
D2.0
DETAILS
ADA PARKING
324
NOTES:
1. ALL STUDS ARE SPACED
16" O.C. MAXIMUM.
2. ALL STUDS SHALL BE "C"
STUDS W/ 1/4" FLANGE
MINIMUM.
3. STUDS BEHIND BASE
CABINETS MAY BE TYPICAL
STUDS.
4. IN NO CASE SHALL
DOUBLE STUDS AT SIDES
OF OPENING BE CUT FOR
DUCTWORK OR OTHER
MECHNICAL SYSTEMS.
04 W1 - TYP. WOOD NON-RATED PARTITION
STAGGER JOINTS AT 24" MIN
METAL CORNER BEAD
W/ JOINT COMPOUND & SAND SMOOTH
TAPE W/ JOINT COMPOUND & SAND SMOOTH
METAL CORNER BEAD
W/ JOINT COMPOUND & SAND SMOOTH
*REFER TO PARTITION TYPES.
TAPE W/ JOINT COMPOUND & SAND SMOOTH
01 GYP. BD. PARTITION DETAIL
CORNER
JOINT
END
NTS 03 1HR FIRE RATED PARTITION WOOD WALL
AND CEILING DETAIL
MIN (2) SHOT PINS 24" O.C.
MIN 1" EMBED, TYP.
HANGER
4' O.C. MAXIMUM
(E) 5 8" TYPE 'X'.BD. ON EA. SIDE,
FINISHED AS PER SCHEDULE
ADYACENT UNITPROJECT UNIT
(E) 6" PARTITION WALL 1HFR
(E) LEASE LINE
(E) 2X6 BOTTOM PLATE
FURRING CHANNEL
24" O.C. MAXIMUM
PRIMARY CHANNEL
"C" PROFILE 48" O.C. MAX
TYPE "X" 5 8" GYPSUM
TYPE "X" 5 8" GYPSUM
02 TYP. NON-BEARING WALL CONNETION NTS
SHTG
OSB/PLWD.
PER PLAN
FL JOIST
PER PLAN
1/2" GAP
(N) SIMPSON STC CLIP
@ EA BLOCK
(N) 2x4 TOP PLATES
PER PLAN(N) 2x WALL PER
PLAN
(N) 2x BLOCKING
@ 24" O.C.
NTS
PERIMETER ANGLE
(E) 2x6 TOP PLATE
(E) FIRE BLOCK
BOTTOM PLATE
TOP PLATEUNDERSIDE OF
(E) STRUCTURE
FINISHED CEILING
WHERE OCCURS
HEADER
TRIMMER
SILL
KING STUD
FIRE BLOCKING
NTS
05 06
CLIENT
SHEET NUMBER
JURISDICTION APPROVAL
714.588.0029
Copyright-2023
Expressly reserves its common law copyright and other
property rights in these plans.
These plans are not to be reproduced, changed or
copied in any form or manner whatsoever, nor are they
to be assigned to any third party, without first obtaining the written permission and consent of Jeannice Carrillo PROJECT FOR: