AGENDA
LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, March 17, 2026
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]
March 17, 2026 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 yā oqiú tígōng kǒuyì fúwù. Xūyào zài yùdìng shì yìhuì huìyì zhīqián de zhōuyī shàngwǔ 8:00 Zh īqián shōu dào fānyì qǐngqiú. Cǐ lèi qǐngqiú bìxū tòuguò diànzǐ yóujiàn shōu dào: translat [email protected]
CALL TO ORDER: 6:30 p.m.
Council Members: Mark Tettemer
Scott Voigts
Benjamin Yu
Mayor Pro Tem: Doug Cirbo
Mayor: Robert Pequeño
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
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 Pastor Vanessa Howard, South County Outreach.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Scout Troop #4321.
PRESENTATIONS (Item No. 1)
1. RECOGNITION OF 2025 COMMISSION CHAIRS
March 17, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 2
RECOMMENDED ACTION: Recognize the 2025 Chairs of the Community Services, Traffic and Parking, and Planning Commissions.
PUBLIC COMMENTS
Members of the public can submit an e-comment to [email protected]. E-comments will not be read at the meeting.
Members of the public may also provide comments in-person at the meeting. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk.
CONSENT CALENDAR (Item Nos. 2 – 10)
All matters listed under the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless Members of the City Council, the public, or staff request specific items be removed from the Consent Calendar for separate action.
2. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES RECOMMENDED ACTION: Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.
3. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON MARCH 3, 2026
RECOMMENDED ACTION: Approve as submitted.
4. CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION: Approve the warrant register in the amount of $4,910,976.84.
March 17, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 3
5. 2025 GENERAL PLAN ANNUAL PROGRESS REPORT
RECOMMENDED ACTION: Authorize staff to submit the 2025 General Plan Annual Progress Report to the Governor's Office of Planning and Research and the State’s Housing and Community Development Department.
6. 2025 ANNUAL HOUSING ELEMENT PROGRESS REPORT
RECOMMENDED ACTION: Authorize staff to submit the 2025 Annual Housing Element Progress Report to the State Department of Housing and Community Development and the Governor's Office of Planning and Research.
7. FIRST AMENDMENT TO THE AGREEMENT WITH NIEVES LANDSCAPE, INC., FOR MEDIANS, PARKWAYS, AND SLOPES LANDSCAPE
MAINTENANCE
RECOMMENDED ACTION: 1. Approve the First Amendment to the Agreement for Maintenance Services for Medians, Parkways, and Slopes Maintenance Services with Nieves Landscape, Inc. 2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment substantially in the form attached.
8. FIRST AMENDMENT TO THE AGREEMENT WITH NIEVES LANDSCAPE, INC., FOR PASSIVE PARKS LANDSCAPE MAINTENANCE
RECOMMENDED ACTION: 1. Approve the First Amendment to the Agreement for Maintenance Services for Passive Parks Landscape Maintenance Services with Nieves Landscape, Inc. 2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment substantially in the form attached.
9. FOURTH AMENDMENT TO THE AGREEMENT WITH ORANGE COUNTY
YELLOW MANAGEMENT, LLC FOR SENIOR TAXI TRANSPORTATION
SERVICES
March 17, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 4
RECOMMENDED ACTION: 1. Approve the Fourth Amendment to the Agreement with Orange County Yellow Management, LLC with a compensation amount of $345,543.62 for Senior Taxi Transportation Services. 2. Authorize the Mayor to sign, and the City Clerk to attest, the Fourth Amendment to the Agreement with Orange County Yellow Management, LLC., substantially in the form attached.
10. FIFTH AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH INTERWEST CONSULTING GROUP, INC. FOR BUILDING AND
SAFETY SERVICES
RECOMMENDED ACTION: 1. Approve the Fifth Amendment to the Professional Services Agreement with Interwest Consulting Group, Inc. (“Interwest”) for Building and Safety Services. 2. Authorize the Mayor to sign and the City Clerk to attest the Fifth Amendment to the Professional Services Agreement with Interwest, substantially in the form attached.
PUBLIC HEARING(S) (Item No. 11)
Public Hearings are scheduled for a time certain of 6:30 p.m. or as soon thereafter as possible. City Council, when considering the matter scheduled for hearing, will take the following actions: 1. Open the Public Hearing. 2. Receive staff report. 3. Accept public testimony. 4. City Council comments and questions. 5. Close the Public Hearing and take appropriate action.
11. APPEAL OF THE PLANNING COMMISSION APPROVAL OF THE
COSTCO WHOLESALE PROJECT (SITE DEVELOPMENT PERMIT 05-
25-5800, USE PERMITS 05-25-5801 THROUGH -5803, PLANNED SIGN PROGRAM 05-25-5804, AND PUBLIC CONVENIENCE OR NECESSITY DETERMINATION 12-25-5850)
RECOMMENDED ACTION: 1. Find that the project is exempt pursuant to Article 12 – Special Situations, Sec. 15183, Projects Consistent with a Community Plan, General Plan, or Zoning, which mandates that projects which are consistent with the development density established by existing zoning, community plan, or general plan policies for which an EIR was certified shall not require additional environmental review, except as might be necessary to examine whether there are project-specific significant effects which are peculiar to the project or its site; and
2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING SITE
March 17, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 5
DEVELOPMENT PERMIT 05-25-5800 TO DEMOLISH THE EXISTING
MOVIE THEATER BUILDING AND SITE IMPROVEMENTS AT 26602
TOWNE CENTRE DR AND CONSTRUCT A NEW 34-FT TALL, 165,068 GROSS SQ. FT. COSTCO WHOLESALE RETAIL BUILDING TO INCLUDE
SURFACE-LEVEL PARKING, LANDSCAPING, SEASONAL OUTDOOR
SALES AND DISPLAY AREAS, AND OTHER ASSOCIATED
IMPROVEMENTS AND USE PERMIT 05-25-5803 FOR EXCEPTIONS TO
THE MIXED USE DEVELOPMENT STANDARDS AND DETERMINING
THE PROJECT TO BE EXEMPT FROM CEQA; and
3. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING USE
PERMIT 05-25-5801 AND PUBLIC CONVENIENCE OR NECESSITY
DETERMINATION 12-25-5850 TO ALLOW FOR THE RETAIL SALE OF
BEER, WINE, AND DISTILLED SPIRITS FOR OFF-SITE CONSUMPTION IN CONJUNCTION WITH A TYPE 21 LICENSE FOR COSTCO
WHOLESALE AT 26602 TOWNE CENTRE DRIVE; and
4. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING USE
PERMIT 05-25-5802 TO ALLOW FOR LIGHT AUTOMOTIVE REPAIR IN THE TIRE CENTER FOR COSTCO WHOLESALE AT 26602 TOWNE
CENTRE DRIVE; and
5. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING PLANNED SIGN PROGRAM 05-25-5804, MODIFYING THE EXISTING PLANNED SIGN PROGRAM APPROVED UNDER PSP 10-17-5094 FOR PHASE 4
OF THE FOOTHILL RANCH TOWNE CENTRE (26562-26672 TOWNE
CENTRE DRIVE).
DISCUSSION/ACTION ITEMS (Item Nos. 12 – 13)
The following matters are for City Council consideration/discussion/action. Members of the public may have the opportunity to address these items if they wish to do so. Please complete the Request to Speak form and give to the City Clerk.
12. AGREEMENT WITH ORANGE COUNTY ANIMAL CARE FOR ANIMAL
CARE SERVICES
RECOMMENDED ACTION: 1. Receive and file a presentation from Baker Tilly Advisory Group summarizing findings of an animal care service review.
March 17, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 6
2. Approve and authorize the Mayor to sign the proposed Agreement for Animal Care Services with Orange County Animal Care.
13. FISCAL YEAR 2026-27 DRAFT ACTION PLAN AND DRAFT
EXPENDITURE PLAN FOR THE COMMUNITY DEVELOPMENT BLOCK
GRANT PROGRAM
RECOMMENDED ACTION: 1. Approve the Fiscal Year (“FY”) 2026-27 Draft Action Plan for the Community Development Block Grant (“CDBG”).
2. Approve a 30-day public review and comment period and direct staff to return the item to City Council for final approval and adoption on May 5, 2026.
CITY MANAGER'S REPORT
At this time, the City Manager may comment on agenda and non-agenda items; and report on items of interest to the City Council and community.
CITY COUNCIL COMMENTS
At this time, City Council Members may comment on agenda or non-agenda matters. No discussion may take place on any item not appearing on the posted agenda. Council Members may ask a question for clarification, respond to statements made or questions posed by the public, make a brief announcement, or make a brief report on his or her own activities. In addition, the City Council may refer to staff or other resources for factual information, request staff to report back at a subsequent meeting or direct staff to place a matter of business on a future agenda. No action may be taken on non-agenda matters unless authorized by law (Government Code Section 54954.2).
Council Member Tettemer:
Council Member Voigts:
Council Member Yu:
Mayor Pro Tem Cirbo:
Mayor Pequeño:
March 17, 2026 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, City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on March 12, 2026.
Thy Merritt
City Clerk
March 17, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 8
CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/17/2026
DEPARTMENT: City Clerk
SUBJECT:
RECOGNITION OF 2025 COMMISSION CHAIRS
RECOMMENDED ACTION(S):
Recognize the 2025 Chairs of the Community Services, Traffic and Parking, and Planning Commissions.
EXECUTIVE SUMMARY:
The City Council wishes to recognize the efforts and accomplishments of the Chair of each Commission for their leadership in 2025. Staff prepared recognition certificates for Tim Bruton, 2025 Chair of the Community Services Commission; Thomas Ludden, 2025 Chair of the Planning Commission, and Jim Fouste, 2025 Chair of the Traffic and Parking Commission. Staff recommend the recognitions attached be approved and presented to these individuals this evening.
FISCAL IMPACT:
There is no fiscal impact associated with the recommendation.
ATTACHMENTS:
1. Recognition - Community Services Commission Chairperson
2. Recognition - Planning Commission Chairperson
3. Recognition - Traffic and Parking Commission Chairperson Initiated By: Thy Merritt, City Clerk
Submitted By: Thy Merritt, City Clerk
Approved By: Debra Rose, City Manager
Item: 1
9 ATTACHMENT 1
Item: 1
10 CERTIFICATE OF RECOGNITION
THE LAKE FOREST CITY COUNCIL
HEREBY RECOGNIZES
Tim Bruton
The City Council would like to thank you for your service as the 2025 Community Services Commission Chair.
March 17, 2026
________________________
ROBERT PEQUEÑO
MAYOR
________________________
DOUG CIRBO
MAYOR PRO TEM
_________________________
SCOTT VOIGTS
COUNCIL MEMBER
________________________
MARK TETTEMER
COUNCIL MEMBER
________________________
BENJAMIN YU
COUNCIL MEMBER
Item: 1
11 ATTACHMENT 2
Item: 1
12 CERTIFICATE OF RECOGNITION
THE LAKE FOREST CITY COUNCIL
HEREBY RECOGNIZES
Thomas Ludden
The City Council would like to thank you for your service as the 2025 Planning Commission Chair.
March 17, 2026
________________________
ROBERT PEQUEÑO
MAYOR
________________________
DOUG CIRBO
MAYOR PRO TEM
_________________________
SCOTT VOIGTS
COUNCIL MEMBER
________________________
MARK TETTEMER
COUNCIL MEMBER
________________________
BENJAMIN YU
COUNCIL MEMBER
Item: 1
13 ATTACHMENT 3
Item: 1
14 CERTIFICATE OF RECOGNITION
THE LAKE FOREST CITY COUNCIL
HEREBY RECOGNIZES
Jim Fouste
The City Council would like to thank you for your service as the 2025 Traffic and Parking Commission Chair.
March 17, 2026
________________________
ROBERT PEQUEÑO
MAYOR
________________________
DOUG CIRBO
MAYOR PRO TEM
_________________________
SCOTT VOIGTS
COUNCIL MEMBER
________________________
MARK TETTEMER
COUNCIL MEMBER
________________________
BENJAMIN YU
COUNCIL MEMBER
Item: 1
15 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/17/2026
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, City Clerk
Approved By: Debra Rose, City Manager
14 Item: 2
16 MINUTES OF A REGULAR MEETING
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST
The regular meeting of the City Council of the City of Lake Forest held Tuesday, March 3, 2026, at the Lake Forest City Council Chambers, 100 Civic Center Drive, Lake Forest, California, was called to order at 6:30 p.m. with all members present.
ROLL CALL: Council Members: Mark Tettemer
Scott Voigts
Benjamin Yu
Mayor Pro Tem: Doug Cirbo
Mayor: Robert Pequeño
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Thy Merritt
INVOCATION: The Invocation was provided by Associate Pastor Beth Webb, Foothill Family Church.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Scout Troop #818.
REPORT FROM STUDENT LIAISON: Ethan Barro, Student Liaison from El Toro High School, provided a report.
PUBLIC COMMENTS:
Walter Nobrega expressed concerns with current immigration, shared he supports the United Stated Immigration and Customs Enforcement agency and requested a resolution in support of the agency.
Connor Hurn provided information on the Young Marines program.
Mark Hermanson expressed concerns with the small pay for elected and appointed officials and reminded everyone to be respectful at council meetings.
Bob Holtzclaw expressed concern with a homeless individual and shared he supports the United States Immigration and Customs Enforcement agency.
Andrew O’Connor expressed his concerns with the Council’s response to the Student Liaison’s public comment on the El Toro High School walk out.
Lareina Tullez shared her experiences and concerns with animal control services provided by Orange County Animal Care.
Sean Fletcher shared his concerns with the January 3, 2026, Council meeting and Item: 3
17 March 3, 2026 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 2 of 5 public comments made by Canyon Democrats regarding the Student Liaison.
CONSENT CALENDAR: (Item No. 1)
Consent Calendar Item Nos. 2 – 4 were pulled for discussion.
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Consent Calendar Item No. 1. The motion was carried by a vote of 5-0.
1. 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 waived.
ITEMS PULLED FOR DISCUSSION: (Item Nos. 2 - 4)
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Consent Calendar Nos. 2 - 4. The motion was carried by a vote of 5-0.
2. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON FEBRUARY 17, 2026
Andrew O’Connor offered public comment, expressed concern with Council Member Tettemer and the Lunar New Year Proclamation.
ACTION: The minutes were approved as submitted.
3. AWARD OF CONTRACT FOR RETAIL RECRUITMENT CONSULTING
SERVICES
Andrew O’Connor offered public comment and expressed concerns with the cost of the contract.
Mark Hermanson offered public comment and requested more information be provided on the website.
ACTION: 1. A professional consultant services agreement with the Retail Coach for Retail Recruitment Consulting Services in the amount of $55,000 was approved. 2. The Mayor was authorized to sign, and the City Clerk to attest, the Professional Consultant Services Agreement, substantially in the form attached.
4. AMENDMENT TO CLASSIFICATION PLAN AND COMPENSATION SCHEDULE FOR FISCAL YEAR 2025-26 AND AMENDMENT TO EXHIBIT A OF THE PERSONNEL RULES AND REGULATIONS.
Andrea Alexander offered public comment and shared her support for this item.
ACTION: 1. A Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF Item: 3
18 March 3, 2026 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 3 of 5
THE CITY OF LAKE FOREST, CALIFORNIA, ADOPTING A REVISED CLASSIFICATION PLAN AND COMPENSATION SCHEDULE was adopted.
2. A Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF LAKE FOREST, CALIFORNIA, ADOPTING AN AMENDMENT TO EXHIBIT A OF THE PERSONNEL RULES AND REGULATIONS was adopted.
DISCUSSION/ACTION ITEMS: (Item Nos. 5 – 8)
5. APPOINTMENT OF PLANNING COMMISSIONER TO FILL VACANCY EXPIRING DECEMBER 2026
City Manager Rose introduced the item and invited Council Member Yu to provide a presentation. Andrea Alexander offered public comments and expressed concerns with Council Member Yu’s appointment process.
ACTION: It was moved by Council Member Yu, ratified by Council Member Voigts, to appoint Jolene Fuentes to fill the Planning Commission vacancy.
6. LAKE FOREST EQUESTRIAN FACILITY LEASE
City Manager Rose introduced the item and invited Economic Development/Housing Manager Grijalva to provide a presentation. No public comment was offered.
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to: 1. Approve the lease with the Lake Forest Equestrian Center, Inc., dba Serrano Creek Ranch. 2. Authorize the City Manager to execute, and the City Clerk to attest, the document. The motion was carried by a vote of 5-0.
7. FIRST AMENDMENT TO THE AMENDED AND RESTATED AFFORDABLE
HOUSING LOAN AGREEMENT WITH NATIONAL COMMUNITY
RENAISSANCE OF CALIFORNIA FOR THE ASPAN COURT AFFORDABLE
HOUSING PROJECT
City Manager Rose introduced the item and invited Economic Development/Housing Manager Grijalva to provide a presentation. Andrea Alexander offered public comment and shared she supports this agreement.
Andrew O’Connor offered public comments and expressed concerns with the timeline and location of the project. Council questions were asked and answered.
MOTION: It was moved by Council Member Yu, seconded by Council Member Voigts, to: Adopt a Resolution entitled: “A JOINT RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AND THE
HOUSING AUTHORITY OF THE CITY OF LAKE FOREST, CALIFORNIA,
APPROVING AN AMENDMENT TO THE AMENDED AND RESTATED
AFFORDABLE HOUSING LOAN AGREEMENT BETWEEN THE CITY OF LAKE Item: 3
19 March 3, 2026 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 4 of 5
FOREST, LAKE FOREST HOUSING AUTHORITY, AND NATIONAL
COMMUNITY RENAISSANCE”. The motion was carried by a vote of 5-0.
8. FISCAL YEAR 2025-26 MID-YEAR BUDGET REVIEW
City Manager Rose introduced the item and invited Assistant Director of Finance Lewis to provide a presentation. Andrew O’Connor offered public comment and expressed concerns with the sales tax at Tilly’s Warehouse Pop-Up. Council questions were asked and answered.
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to: Adopt a Resolution titled: A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING THE 2025-2027 OPERATING BUDGET; AMENDING THE 2025-2032 CAPITAL
IMPROVEMENT PLAN, AMENDING APPROPRIATIONS FOR FISCAL YEAR 2025-26. The motion was carried by a vote of 5-0.
CITY MANAGER'S REPORT: City Manager Rose had nothing further to report.
CITY COUNCIL COMMENTS:
Council Member Tettemer: Council Member Tettemer had nothing further to report.
Council Member Voigts: Council Member Voigts had nothing further to report.
Council Member Yu: Council Member Yu had nothing further to report.
Mayor Pro Tem Cirbo: Mayor Pro Tem Cirbo reported on his visits to the Lake Forest Equestrian Center and Mission Viejo Animal
Services Center. Mayor Pro Tem Cirbo wished his son
Brandon a Happy Birthday.
Mayor Pequeño: Mayor Pequeño reported on his attendance at Applied Medical’s open house tour, a grand opening ribboncutting ceremony for aMAZing Kidz and toured the Mission Viejo Animal Services Center. Mayor Pequeño
also called the first pitch for Lake Forest Little League’s opening day game, attended an Iftar dinner and
attended a breakfast at Forest Gardens Mobile Home
Community. Mayor Pequeño assisted Embrace Relief
and the Pacifica Institute with handing out blankets at Forest Gardens and El Toro Mobile Home Estates.
ADJOURNMENT: The Regular Meeting of the City Council was adjourned at 7:44 p.m.
Item: 3
20 March 3, 2026 LAKE FOREST CITY COUNCIL MEETING MINUTES Page 5 of 5
Respectfully submitted: APPROVED:
THY MERRITT ROBERT PEQUEÑO
CITY CLERK MAYOR
Item: 3
21 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/17/2026
DEPARTMENT: Finance
SUBJECT:
CERTIFICATION OF WARRANT REGISTER
RECOMMENDED ACTION(S):
Approve the warrant register in the amount of $4,910,976.84.
EXECUTIVE SUMMARY:
In accordance with Government Code Section 37202 and Lake Forest Municipal Code Chapter 3.16, the official below certifies that 1) the invoices of the warrant register have been properly reviewed and 2) funds are available for payment of the warrants.
FISCAL IMPACT:
The amount of the warrant register is $4,910,976.84.
ATTACHMENTS:
Warrant Register
Submitted By: Kevin Shirah, Director of Finance/City Treasurer Approved By: Debra Rose, City Manager
Item: 4
22 Attachment
Item: 4
23 3/2/2026 6:15:08 PM Page 1 of 17
Check Report
City of Lake Forest By Check Number
Date Range: 02/01/2026 - 02/28/2026
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount Bank Code: OP-Operating
Payment Type: Manual
THB000000 EMPLOYEE PAYROLL CHECK 02/06/2026 Manual 0.00 1,455.94 11240 11240 Invoice 02/06/2026 LIVE ADP CHECK 11240 PPE 01/30/2026 0.00 1,455.94 Total Manual: 0.00 1,455.94
Item: 4
24 Check Report Date Range: 02/01/2026 - 02/28/2026
3/2/2026 6:15:08 PM Page 2 of 17
Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount Payment Type: EFT
10129 DOCUSIGN INC 02/05/2026 EFT 0.00 9,188.50 100104
111100614521 Invoice 02/05/2026 ELECTRONIC SIGNATURE SUBSCRIPTION 2… 0.00 9,188.50 11841 FOSTER & FOSTER CONSULTING ACTUARIES INC 02/05/2026 EFT 0.00 1,980.00 100105 15296T Invoice 02/05/2026 GASB 75 OPEB EVALUATION SERVICES #1 0.00 1,980.00 10203 JAMEY CLARK INC 02/05/2026 EFT 0.00 17,262.64 100106 77392 Invoice 02/05/2026 2024-047 PLAYGROUND FITNESS EQUIP IN… 0.00 1,500.00 77394 Invoice 02/05/2026 2024-047 PLAYGROUND INSPECTIONS DEC… 0.00 15,350.00 77411 Invoice 02/05/2026 2024-047 REPAIR MENS RR TOILET JAN LF… 0.00 412.64 10236 LSA ASSOCIATES INC 02/05/2026 EFT 0.00 8,314.50 100107 202601 Invoice 02/05/2026 WRC EIR THRU DEC 2025 0.00 5,401.50 202879 Invoice 02/05/2026 IPT EIR THRU DEC 2025 0.00 2,913.00 10042 PEGASUS TRANSTECH LLC 02/05/2026 EFT 0.00 509.25 100108 #2249314 Invoice 02/05/2026 FLEET GPS UNITS DEC 2025 0.00 509.25 10506 WEST COAST ARBORISTS INC 02/05/2026 EFT 0.00 76,886.38 100109 238674 Invoice 02/05/2026 TREE MANAGEMENT SERVICES 12/16/25 -… 0.00 18,318.38 239228 Invoice 02/05/2026 2025-047 TREE REMOVAL PROJECT LOS AL… 0.00 58,568.00 10001 ABTECH TECHNOLOGIES INC 02/12/2026 EFT 0.00 33,732.50 100110 W206711-IN Invoice 02/12/2026 IT SUPPORT MANAGEMENT SERVICE FEB … 0.00 33,732.50 10873 ARAKELIAN ENTERPRISES INC 02/12/2026 EFT 0.00 57,466.64 100111 21068106 Invoice 02/12/2026 2023-040 STREET SWEEPING SERVICES JAN… 0.00 57,466.64 10062 BRIGHTVIEW LANDSCAPE SERVICES 02/12/2026 EFT 0.00 11,192.37 100112 9426365 Invoice 02/12/2026 2024-113 IRRIGATION REPAIRS LFSP DEC 2… 0.00 3,836.75 9598946 Invoice 02/12/2026 2021-040 MONTHLY MAINTENANCE CIVIC… 0.00 3,625.00 9634010 Invoice 02/12/2026 2021-040 MONTHLY MAINTENANCE CIVIC… 0.00 3,625.00 9667359 Invoice 02/12/2026 2021-040 IRRIGATION REPAIRS CIVIC CEN… 0.00 105.62 10104 DG INVESTMENT INTERMEDIATE HOLDINGS 2 INC02/12/2026 EFT 0.00 3,322.00 100113 IN00440672 Invoice 02/12/2026 CCTV MONTHLY MAINTENANCE FEB 2026 0.00 3,322.00 11820 GRAYMAR ENVIRONMENTAL SERVICES LLC 02/12/2026 EFT 0.00 1,433.50 100114 120725FON-OCS Invoice 02/12/2026 BIOHAZARDOUS WASTE CLEAN UP 12/7/25 0.00 1,433.50 10265 NIEVES LANDSCAPE, LLC 02/12/2026 EFT 0.00 178,433.52 100115 83656 Invoice 02/12/2026 2023-026 RELOCATE TRASH CANS JAN BO… 0.00 2,758.00 83657 Invoice 02/12/2026 2023-026 PAINT MONUMENT SIGN JAN PI… 0.00 915.00 83658 Invoice 02/12/2026 2023-026 MULCH JAN ALTON/BORREGO O… 0.00 4,950.00 83701 Invoice 02/12/2026 2023-026 PRESSURE WASH PLAYGROUND … 0.00 525.00 83702 Invoice 02/12/2026 2023-026 ASSIST FOR SNOWFEST JAN 10 P… 0.00 4,180.00 83703 Invoice 02/12/2026 2023-026 INSTALL PLANTS JAN PITTSFORD… 0.00 280.00 83737 Invoice 02/12/2026 2023-026 PASSIVE PKS MONTHLY MAINTE… 0.00 73,736.27 83738 Invoice 02/12/2026 2023-025 SLOPES/MP MONTHLY MAINTE… 0.00 87,261.67 83740 Invoice 02/12/2026 2023-025 IRRIGATION REPAIR JAN RIDGE … 0.00 810.25 83741 Invoice 02/12/2026 2023-025 REMOVE TREE BRANCHES, DEBR… 0.00 225.00 83766 Invoice 02/12/2026 2023-025 IRRIGATION REPAIR DEC EL TOR… 0.00 165.00 83767 Invoice 02/12/2026 2023-025 IRRIGATION REPAIRS DEC SERR… 0.00 505.35 83768 Invoice 02/12/2026 2023-025 TRIM PLANTS FROM BIKE TRAIL … 0.00 325.00 83770 Invoice 02/12/2026 2023-025 IRRIGATION REPAIR JAN LK FOR… 0.00 1,796.98 10042 PEGASUS TRANSTECH LLC 02/12/2026 EFT 0.00 509.25 100116 #2257010 Invoice 02/12/2026 FLEET GPS UNITS FEB 2026 0.00 509.25 10330 SOFTCHOICE CORPORATION 02/12/2026 EFT 0.00 3,397.68 100117 91786435 Invoice 02/12/2026 VOIP UPGRADE - APP TEAMS LICENSES 0.00 3,397.68 10404 VONAGE BUSINESS 02/12/2026 EFT 0.00 10,653.89 100118 Item: 4
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 2380632 Invoice 02/12/2026 911724 UTIL SERVICES - VOIP PHONE JAN … 0.00 502.25 2380633 Invoice 02/12/2026 911727 UTIL SERVICES - VOIP PHONE JAN … 0.00 250.29 2380634 Invoice 02/12/2026 908654 UTIL SERVICES - VOIP PHONE JAN … 0.00 9,901.35 10001 ABTECH TECHNOLOGIES INC 02/19/2026 EFT 0.00 47,475.60 100119 2601029-IN Invoice 02/19/2026 NETWORK SWITCH REPLACEMENT INV #1 0.00 47,475.60 11849 ACTION SPORTS DESIGN LLC 02/19/2026 EFT 0.00 8,925.00 100120 ASD-25-37-01 Invoice 02/19/2026 1ST PYMT FOR COMMUNITY OUTREACH C… 0.00 8,925.00 10062 BRIGHTVIEW LANDSCAPE SERVICES 02/19/2026 EFT 0.00 16,291.59 100121 9571782 Invoice 02/19/2026 2024-113 BASEBALL FIELD SCREEN OCT 20… 0.00 16,291.59 10091 CHARLES ABBOTT ASSOCIATES INC 02/19/2026 EFT 0.00 175,836.90 100122 69951 Invoice 02/19/2026 STREET/PARK MAINTENANCE SERVICES JA… 0.00 175,836.90 10123 DEWEY PEST CONTROL 02/19/2026 EFT 0.00 238.00 100123 17902993 Invoice 02/19/2026 2022-030 MONTHLY PEST CONTROL FEB S… 0.00 36.00 17902996 Invoice 02/19/2026 2022-030 MONTHLY PEST CONTROL FEB L… 0.00 202.00 10203 JAMEY CLARK INC 02/19/2026 EFT 0.00 280.00 100124 77467 Invoice 02/19/2026 2024-047 NEW WOODEN SEAT HARDWAR… 0.00 90.00 77468 Invoice 02/19/2026 2024-047 REPLC LABELS 2-5 COMP FEB BA… 0.00 89.00 77469 Invoice 02/19/2026 2024-047 REPLC LABELS ON 5-12 COMP F… 0.00 101.00 10539 STANTEC CONSULTING SERVICES INC 02/19/2026 EFT 0.00 656.00 100125 2519235 Invoice 02/19/2026 2023-063 TRAFFIC MODELING JAN 2026 0.00 218.00 2519238 Invoice 02/19/2026 2023-063 LFTM TRAFFIC MODELING JAN 2… 0.00 438.00 10852 ACCESS ELECTRICAL SERVICES INC 02/26/2026 EFT 0.00 12,274.04 100126 19479-9 Invoice 02/26/2026 2024-048 TROUBLESHOOT GROUND LIGH… 0.00 5,708.44 19604-4 Invoice 02/26/2026 2024-048 REPAIR LIGHTS FEB MONTBURY … 0.00 2,201.78 19880-2 Invoice 02/26/2026 2024-048 INSTALL LIGHTING CONTACTOR … 0.00 887.04 20001-2 Invoice 02/26/2026 2024-048 LIGHT POLES REPAIRS FEB EL TO… 0.00 2,244.28 20022 Invoice 02/26/2026 OUTLET WORK FEB HEROES PARK FIELD #4 0.00 212.50 20023-2 Invoice 02/26/2026 RELOCATE CEILING SWITCH FEB CIVIC CEN… 0.00 1,020.00 10037 AQUABIO ENVIRONMENTAL 02/26/2026 EFT 0.00 3,095.00 100127 102576 Invoice 02/26/2026 2023-082 LAKE MAINTENANCE FEB VETER… 0.00 3,095.00 11706 EVERLAW INC 02/26/2026 EFT 0.00 255.00 100128
186175 Invoice 02/26/2026 RECORDS REDACTION SUBSCRIPTION JAN … 0.00 255.00 10203 JAMEY CLARK INC 02/26/2026 EFT 0.00 5,605.48 100129 77486 Invoice 02/26/2026 2024-047 REPAIR PLAYGROUND EQUIP FEB… 0.00 495.00 77487 Invoice 02/26/2026 2024-047 INSTALL BASKETBALL NETS FEB … 0.00 779.98 77488 Invoice 02/26/2026 2024-047 REPAIR PLAYGROUND EQUIP FEB… 0.00 450.00 77489 Invoice 02/26/2026 2024-047 REPAIR RR URINAL FEB HEROES … 0.00 225.00 77490 Invoice 02/26/2026 2024-047 REPAIR PLAYGRND EQUIP (SLIDE… 0.00 135.00 77491 Invoice 02/26/2026 2024-047 REPAIR UPPER DECK ENTRY PAN… 0.00 112.50 77492 Invoice 02/26/2026 2024-047 REPAIR PLAYGROUND EQUIP FEB… 0.00 810.00 77493 Invoice 02/26/2026 2024-047 RPLC PLAYGROUND EQUIP LABE… 0.00 246.00 77494 Invoice 02/26/2026 2024-047 REPLC DAMAGED/MISSING LAB… 0.00 225.00 77495 Invoice 02/26/2026 2024-047 REPLC SET OF STRAP SEAT CHAI… 0.00 229.50 77496 Invoice 02/26/2026 2024-047 RPLC DAMAGED/MISSING A1 LA… 0.00 340.50 77497 Invoice 02/26/2026 2024-047 RPLC WARNING LABEL FEB VINT… 0.00 112.00 77498 Invoice 02/26/2026 2024-047 REPLC SEAT WARNING LABELS F… 0.00 536.00 77499 Invoice 02/26/2026 2024-047 REASSEMBLE TIRE SWING CHAIR… 0.00 639.00 77501 Invoice 02/26/2026 2024-0478 REPLC ROCK WALL HAND HOLD… 0.00 270.00 11592 TRELLIS INTERNATIONAL 02/26/2026 EFT 0.00 3,929.82 100130 11973 Invoice 02/26/2026 COMMUNITY PRESERVATION JAN 2026 (L… 0.00 3,929.82 10932 WEX HEALTH INC 02/26/2026 EFT 0.00 268.30 100131
Item: 4
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 0002315814-IN Invoice 02/26/2026 WEX ADMIN FEES COBRA + FSA JAN 2026 0.00 268.30 Total EFT: 0.00 689,413.35
Item: 4
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount Payment Type: Regular
10110 COX COMMUNICATIONS 02/12/2026 Regular 0.00 -2,114.43 806279 10110 COX COMMUNICATIONS 02/12/2026 Regular 0.00 -2,114.10 807046 10338 SOUTHERN CALIFORNIA SHREDDING 02/05/2026 Regular 0.00 -670.00 807965 11804 ORANGE COUNTY ACCUEIL 02/12/2026 Regular 0.00 -200.00 808005 10008 AGA ENGINEERS INC 02/05/2026 Regular 0.00 1,099.00 808259 25465-IN Invoice 02/05/2026 TRAFFIC OPERATIONAL IMPV STUDY DEC … 0.00 1,099.00 10036 APEX GOLF CARTS 02/05/2026 Regular 0.00 185.87 808260 19906 Invoice 02/05/2026 GOLF CART REPLACEMENT PARTS AND RE… 0.00 185.87 10038 ARCADIAN BANK 02/05/2026 Regular 0.00 400.00 808261 501 Invoice 02/05/2026 LOAN FEES - SBAITA, FARROKHI 0.00 400.00 10043 AT&T 02/05/2026 Regular 0.00 1,301.05 808262
0280480113 Invoice 02/05/2026 PRIMARY INTERNET SERVICE JAN 2026 0.00 1,301.05 10044 AT&T CALNET3 02/05/2026 Regular 0.00 94.09 808263 000024620996 Invoice 02/05/2026 PARK UTILITIES 6189 DEC 2025 0.00 94.09 11826 CALIFORNIA EMERGENCY SERVICES ASSOCIATION02/05/2026 Regular 0.00 774.00 808264 3300 Invoice 02/05/2026 CESA CONF REGISTRATION 5/4-5/8 SAN DI… 0.00 774.00 11831 CARA SCRICCA 02/05/2026 Regular 0.00 100.00 808265 2004152.021 Invoice 02/05/2026 REFUND PERMIT 11286 0.00 100.00 10523 CLIFTONLARSONALLEN LLP 02/05/2026 Regular 0.00 5,586.00 808266 L261035029 Invoice 02/05/2026 FINAL BILLING - SCO REPORT FY25 0.00 5,586.00 11647 COMMERCIAL REAL ESTATE EXCHANGE INC 02/05/2026 Regular 0.00 1,000.00 808267 INV-948237 Invoice 02/05/2026 REAL ESTATE SOFTWARE JAN/FEB 2026 0.00 1,000.00 10109 COUNTY OF ORANGE TREASURER TAX 02/05/2026 Regular 0.00 2,604.00 808268 SH 73278 Invoice 02/05/2026 AFIS FINGERPRINTS DEC 2025 0.00 2,604.00 10109 COUNTY OF ORANGE TREASURER TAX 02/05/2026 Regular 0.00 1,890,170.31 808269 SH 73337 Invoice 02/05/2026 LAW ENFORCEMENT FEB 2026 0.00 1,890,170.31 10110 COX COMMUNICATIONS 02/05/2026 Regular 0.00 2,133.75 808270 3601 01/01/2026 Invoice 02/05/2026 TELECOM SERVICES ALL FACILITIES JAN 20… 0.00 2,050.39 6701 12/27/2025 Invoice 02/05/2026 CABLE TV - CITY CLERK JAN 2026 0.00 83.36 10113 CROWN FACILITY SOLUTIONS 02/05/2026 Regular 0.00 6,017.89 808271 5069 Invoice 02/05/2026 EXTRA CLEANING FOR BASEBALL TOURN… 0.00 280.00 5086 Invoice 02/05/2026 JANITORIAL SERVICE PERMIT 11350 CC 01… 0.00 381.02 5088 Invoice 02/05/2026 JANITORIAL SERVICE PERMIT 10353 CC 01… 0.00 958.40 5096 Invoice 02/05/2026 JANITORIAL SERVICE PERMIT 11170 CC 01… 0.00 768.46 5097 Invoice 02/05/2026 JANITORIAL SERVICE PERMIT 11320 PAC 0… 0.00 427.66 5098 Invoice 02/05/2026 EXTRA CLEANING FOR AYSO TOURNAMEN… 0.00 280.00 5099 Invoice 02/05/2026 EXTRA CLEANING FOR NEW BUSINESS REC… 0.00 797.10 5104 Invoice 02/05/2026 JANITORIAL SERVICE PERMIT 11274 CC 01… 0.00 515.44 5105 Invoice 02/05/2026 JANITORIAL SERVICE PERMIT 10914 PAC 0… 0.00 427.66 5106 Invoice 02/05/2026 JANITORIAL SERVICE PERMIT 10810 CC 01… 0.00 474.49 5107 Invoice 02/05/2026 JANITORIAL SERVICE PERMIT 10818 PAC 0… 0.00 427.66 5108 Invoice 02/05/2026 EXTRA CLEANING FOR BASEBALL TOURN… 0.00 280.00 11408 CURATIVE IT LLC 02/05/2026 Regular 0.00 100.00 808272 401085 Invoice 02/05/2026 DUPLICATION OF PLANS 0.00 100.00 11839 DONNA SHEPARD 02/05/2026 Regular 0.00 500.00 808273 2004192.021 Invoice 02/05/2026 REFUND PERMIT 10914 0.00 500.00 10153 FAMILY ASSISTANCE MINISTRIES 02/05/2026 Regular 0.00 1,604.86 808274 Q2 2026 Invoice 02/05/2026 CDBG SUBRICIPIENT 2ND QTR 2026 HOUS… 0.00 1,604.86 Item: 4
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 11836 FANTACY LOBSTER HOUSE IRVINE LLC 02/05/2026 Regular 0.00 9,000.00 808275 COMB-10-24-653…Invoice 02/05/2026 REFUND C&D DEPOSIT 0.00 9,000.00 11838 FLORIAN SLACK 02/05/2026 Regular 0.00 50.00 808276 2004183.021 Invoice 02/05/2026 REFUND PALA CASINO #13967 0.00 50.00 11834 GARY BOLIN 02/05/2026 Regular 0.00 3,000.00 808277 RESB-11-24-65649 Invoice 02/05/2026 REFUND C&D DEPOSIT 0.00 3,000.00 10496 GEOGRAPHICS 02/05/2026 Regular 0.00 5,282.00 808278 25-24354 Invoice 02/05/2026 LEAFLET DESIGN WINTER 2025 0.00 5,282.00 11837 HAMILE KHAN 02/05/2026 Regular 0.00 450.00 808279 2004170.021 Invoice 02/05/2026 REFUND PERMIT 10313 0.00 450.00 10181 HDL COREN & CONE 02/05/2026 Regular 0.00 5,312.50 808280 SIN058868 Invoice 02/05/2026 3RD QTR 25/26 CONTRACT SERVICES - PR… 0.00 5,312.50 10184 HINDERLITER DE LLAMAS & ASSOC 02/05/2026 Regular 0.00 300.00 808281 SIN058029 Invoice 02/05/2026 CANNABIS TESTING MGMT DEC 2025 0.00 300.00 11832 HUI WANG 02/05/2026 Regular 0.00 500.00 808282
2004156.021 Invoice 02/05/2026 REFUND PERMIT 11320 0.00 500.00 11291 JOE A GONSALVES & SON 02/05/2026 Regular 0.00 3,750.00 808283 164088 Invoice 02/05/2026 STATE LOBBYING SERVICES JAN 2026 0.00 3,750.00 11833 KATHERINE ENGLAND 02/05/2026 Regular 0.00 420.00 808284 12/05/2025 Invoice 02/05/2026 MONUMENT FLAG REPAIR NOV VETERANS… 0.00 420.00 10220 KIDDER MATHEWS OF CALIFORNIA 02/05/2026 Regular 0.00 66,013.70 808285 KMC-122488 Invoice 02/05/2026 2024-038 CIVIC CENTER MONTHLY MAINT… 0.00 66,013.70 10655 KOSMONT & ASSOCIATES INC 02/05/2026 Regular 0.00 8,502.00 808286 2510.3-003 Invoice 02/05/2026 2025-071 KOSMONT INDUSTRIAL ANALYSI… 0.00 8,502.00 11409 MRC SMART TECHNOLOGY SOLUTIONS 02/05/2026 Regular 0.00 165.94 808287 IN5191605 Invoice 02/05/2026 PRINTER & COPIER MAINTENANCE 1/14 - … 0.00 165.94 10276 ONWARD ENGINEERING 02/05/2026 Regular 0.00 1,748.25 808288 8573 Invoice 02/05/2026 PHASE 15 - ADA RAMPS DEC 2025 0.00 1,748.25 10291 POSTMASTER 02/05/2026 Regular 0.00 20,000.00 808289 01/26/2026 Invoice 02/05/2026 LEAFLET MAILING PERMIT 104 0.00 20,000.00 11050 POWER PROFESSIONAL CLEANERS CORP 02/05/2026 Regular 0.00 286.70 808290 01-012903 Invoice 02/05/2026 CLEANING CITY TABLECLOTHS 0.00 80.85 01-012904 Invoice 02/05/2026 CLEANING CITY TABLECLOTHS 0.00 26.95 01-012905 Invoice 02/05/2026 PARKING ENFORCEMENT UNIFORMS DRY … 0.00 25.25 01-013708 Invoice 02/05/2026 CLEANING CITY TABLECLOTHS 0.00 59.85 01-013778 Invoice 02/05/2026 CLEANING CITY TABLECLOTHS 0.00 73.85 01-013779 Invoice 02/05/2026 CLEANING CITY TABLECLOTHS 0.00 19.95 11712 PRINT PROJECT MANAGERS 02/05/2026 Regular 0.00 33,676.50 808291 050843 Invoice 02/05/2026 THE LEAFLET - SPRING 2026 0.00 33,676.50 10611 SCOTT VOIGTS 02/05/2026 Regular 0.00 90.16 808292 Q4 2025 Invoice 02/05/2026 EXP REIMB MILEAGE OCT - DEC 2025 0.00 90.16 10329 SO CAL INDUSTRIES 02/05/2026 Regular 0.00 323.29 808293 782360 Invoice 02/05/2026 PORTALET RENTALS 01/20/26 - 02/16/26 0.00 323.29 10335 SOUTHERN CALIFORNIA EDISON 02/05/2026 Regular 0.00 15,384.00 808294 3725 01/20/2026 Invoice 02/05/2026 PARK UTILITIES JAN 2026 0.00 5,660.13 5025 01/15/2026 Invoice 02/05/2026 TRAFFIC SIGNAL UTILITIES DEC 2025 0.00 9,723.87 Item: 4
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 10338 SOUTHERN CALIFORNIA SHREDDING 02/05/2026 Regular 0.00 670.00 808295 293717 Invoice 12/11/2025 ID THEFT PREVENTION PAPER SHREDDING… 0.00 670.00 10345 SUPER BIRTHDAY INC 02/05/2026 Regular 0.00 875.00 808296 33126 Invoice 02/05/2026 MINI TRAIN FOR BUNNY BLAST EVENT 03/… 0.00 875.00 10986 THE STELLRECHT COMPANY INC 02/05/2026 Regular 0.00 10,000.00 808297 COMB-07-24-644…Invoice 02/05/2026 REFUND C&D DEPOSIT 0.00 10,000.00 10649 TOLL BROS INC 02/05/2026 Regular 0.00 20,000.00 808298 RESB-10-23-62051 Invoice 02/05/2026 REFUND C&D DEPOSIT 0.00 10,000.00 RESB-10-23-62055 Invoice 02/05/2026 REFUND C&D DEPOSIT 0.00 10,000.00 10382 TYLER TECHNOLOGIES INC 02/05/2026 Regular 0.00 900.00 808299 025-539971 Invoice 02/05/2026 CIVIC ACCESS CONFIGURATION DEC PM T… 0.00 900.00 10390 US BANK CORPORATE PAYMENT 02/05/2026 Regular 0.00 202.08 808300 6249 01/26/2026 Invoice 02/05/2026 CAL-CARD PURCHASES JAN 2026 0.00 202.08 10390 US BANK CORPORATE PAYMENT 02/05/2026 Regular 0.00 36,051.03 808301 4348 01/26/2026 Invoice 02/05/2026 CAL-CARD PURCHASES JAN 2026 0.00 36,051.03 10405 US BANK NA 02/05/2026 Regular 0.00 4,342.91 808302 8690611272552 Invoice 02/05/2026 CITY VEHICLE FUEL DEC 2025 0.00 2,420.82 8690611272604 Invoice 02/05/2026 CITY VEHICLE FUEL JAN 2026 0.00 1,922.09 10862 VALPAK FRANCHISE OPERATIONS LLC 02/05/2026 Regular 0.00 833.31 808303 INV-335318 Invoice 02/05/2026 MULTI-LINGUAL OUTREACH NOV 2025 0.00 833.31 10398 VERIZON WIRELESS 02/05/2026 Regular 0.00 1,687.05 808304 6133373406 Invoice 02/05/2026 CELLULAR PHONES & DATA SERVICE DEC 2… 0.00 1,687.05 11532 VISALINI SUNDARAM 02/05/2026 Regular 0.00 700.00 808305 2004190.021 Invoice 02/05/2026 REFUND PERMIT 10818 0.00 500.00 2004191.021 Invoice 02/05/2026 REFUND PERMIT 10810 0.00 200.00 11835 ZILING WU 02/05/2026 Regular 0.00 720.00 808306
RESB-04-25-67068 Invoice 02/05/2026 REFUND C&D DEPOSIT 0.00 720.00 10006 ADT SECURITY SERVICES 02/12/2026 Regular 0.00 687.51 808307 1188046200 Invoice 02/12/2026 SECURITY ALARM DEC 2025 - MAR 2026 L… 0.00 287.74 1193686497 Invoice 02/12/2026 SECURITY ALARM DEC 2025 - MAR 2026 S… 0.00 399.77 10009 AGE WELL SENIOR SERVICES 02/12/2026 Regular 0.00 4,326.88 808308 1225 Invoice 02/12/2026 AWSS OCTA SMP SENIOR TRANSPORTATI… 0.00 4,326.88 10017 ALL CITY MANAGEMENT 02/12/2026 Regular 0.00 22,221.60 808309 PS-INV103214 Invoice 02/12/2026 CROSSING GUARD SERVICES 1/4/26 - 1/17… 0.00 22,221.60 10028 AMERINAT 02/12/2026 Regular 0.00 495.00 808310
FS-6057 Invoice 02/12/2026 REHAB LOAN FEES - RABBANI 0.00 495.00 10039 ARDURRA GROUP INC 02/12/2026 Regular 0.00 76,031.71 808311 178596 Invoice 02/12/2026 2021-030 PROFESSIONAL SERVICES DEC 2… 0.00 76,031.71 10044 AT&T CALNET3 02/12/2026 Regular 0.00 427.24 808312 000024667981 Invoice 02/12/2026 CIVIC CENTER EMERGENCY CIRCUITS 12/13… 0.00 427.24 11843 AXIA SOLAR 02/12/2026 Regular 0.00 329.96 808313
RESB-03-25-66777 Invoice 02/12/2026 REFUND PERMIT CANCELLATION 0.00 329.96 10074 CALIFORNIA STATE DISBURSEMENT 02/12/2026 Regular 0.00 145.38 808314 01/30/26 Invoice 02/12/2026 REMIT ID 200000002605383 SDU/TRIBAL … 0.00 145.38 10074 CALIFORNIA STATE DISBURSEMENT 02/12/2026 Regular 0.00 147.70 808315 01/30/2026 Invoice 02/12/2026 REMIT ID 200000002413681 SDU/TRIBAL … 0.00 147.70 Item: 4
30 Check Report Date Range: 02/01/2026 - 02/28/2026
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 10079 CALPERS LONG TERM CARE PROGRAM 02/12/2026 Regular 0.00 289.00 808316 15931923 Invoice 02/12/2026 EE CONT PPE 02/13/2026 0.00 289.00 10095 CITY OF LAKE FOREST SUNSHINE CLUB 02/12/2026 Regular 0.00 168.00 808317 01/30/2026 Invoice 02/12/2026 EE CONT PPE 01/30/26 0.00 168.00 11848 CLEARVIEW ROOFING AND CONSTRUCTION 02/12/2026 Regular 0.00 121.42 808318 RESB-01-26-69565 Invoice 02/12/2026 REFUND CANCELLATION OF REROOF PERM… 0.00 121.42 10110 COX COMMUNICATIONS 02/12/2026 Regular 0.00 4,228.53 808319 3601 05/01/2025 Invoice 05/15/2025 TELECOM SERVICES - ALL FACILITIES JUN 0.00 2,046.36 3601 08/01/2025 Invoice 08/14/2025 TELECOM SERVICES - ALL FACILITIES AUG … 0.00 2,046.03 6701 04/27/2025 Invoice 05/15/2025 CABLE TV SERVICE 4/27 - 5/26 CITY CLERK 0.00 68.07 6701 07/27/2025 Invoice 08/14/2025 CABLE TV - CITY CLERK 07/27-08/26 0.00 68.07 10110 COX COMMUNICATIONS 02/12/2026 Regular 0.00 2,053.29 808320 3601 02/01/2026 Invoice 02/12/2026 TELECOM SERVICES - ALL FACILITIES FEB 2… 0.00 2,053.29 10110 COX COMMUNICATIONS 02/12/2026 Regular 0.00 83.36 808321 6701 01/27/2026 Invoice 02/12/2026 CABLE TV - CITY CLERK FEB 2026 0.00 83.36 10113 CROWN FACILITY SOLUTIONS 02/12/2026 Regular 0.00 5,485.00 808322 5161 Invoice 02/12/2026 MONTHLY JANITORIAL SERVICE FEB 2026 … 0.00 5,485.00 10023 DAVID R PICHA 02/12/2026 Regular 0.00 2,488.00 808323 8945 Invoice 02/12/2026 SUPPLIES FOR SNOWFEST 01/10 0.00 2,488.00 10120 DEKRALITE 02/12/2026 Regular 0.00 110.70 808324
ARINV028257 Invoice 02/12/2026 REPAIR WIND DAMAGED BANNERS 0.00 110.70 11500 DRAW TAP GIS LLC 02/12/2026 Regular 0.00 5,700.00 808325 2026CLF-0011 Invoice 02/12/2026 GIS PROFESSIONAL SERVICE JAN 2026 0.00 5,700.00 10137 EL TORO WATER DISTRICT 02/12/2026 Regular 0.00 14,654.03 808326 01-26 Invoice 02/12/2026 WATER SERVICES PARKS, SLOPES, LFSP JAN 0.00 14,654.03 11217 FCG CONSULTANTS INC 02/12/2026 Regular 0.00 88,934.92 808327 1133-1013 Invoice 02/12/2026 2024-023 LFTM BAKE/TRABUCO WIDENIN… 0.00 47,276.60 1133-1014 Invoice 02/12/2026 2024-023 LFTM BAKE/TRABUCO WIDENIN… 0.00 31,396.68 1144-1003 Invoice 02/12/2026 2025-010 JERONIMO RD WIDENING CA/CI… 0.00 10,261.64 11847 GREG GUY 02/12/2026 Regular 0.00 100.00 808328
2004201.021 Invoice 02/12/2026 REFUND PERMIT 11419 0.00 100.00 11125 ICC GENERAL CODE INC 02/12/2026 Regular 0.00 1,838.00 808329 PG000045016 Invoice 02/12/2026 LF MUNICIPAL CODE MAINTENANCE SUPP… 0.00 1,838.00 10195 IP VIDEO SPECIALISTS 02/12/2026 Regular 0.00 199.00 808330 9057 Invoice 02/12/2026 SKATE PARK WEBCAM MAR 2026 0.00 199.00 THB004962 IVONNE ROSALES 02/12/2026 Regular 0.00 928.49 808331 Rosales, Ivonne-… Invoice 02/12/2026 EXP REIMB CAPPO FEB 2026 0.00 928.49 THB004886 JOHNCARLO MEZA 02/12/2026 Regular 0.00 833.72 808332 Meza, Johncarlo-… Invoice 02/12/2026 EXP REIMB CAPPO FEB 2026 0.00 833.72 10448 KARI HALL 02/12/2026 Regular 0.00 1,980.00 808333 00001625 Invoice 02/12/2026 BUNNY BLAST ENTERTAINMENT 03/28 0.00 1,980.00 11846 KELLY STRAUTINS 02/12/2026 Regular 0.00 200.00 808334 2004199.021 Invoice 02/12/2026 REFUND PERMIT 10561 0.00 200.00 10229 LAKE FOREST EXPRESS WASH 02/12/2026 Regular 0.00 45.00 808335 1115 Invoice 02/12/2026 VEHICLE WASH JAN 2026 0.00 45.00 10468 MISSIONSQUARE 02/12/2026 Regular 0.00 13,949.93 808336 Item: 4
31 Check Report Date Range: 02/01/2026 - 02/28/2026
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 01/30/2026 Invoice 02/12/2026 DEFERRED COMP ACCT 303669 PPE 01/30… 0.00 13,949.93 10250 MONOGRAM MAGIC 02/12/2026 Regular 0.00 49.74 808337 16699 Invoice 02/12/2026 UNIFORMS - CERT INSTRUCTOR OLSON 0.00 49.74 10260 NATIONAL ECON CORPORATION 02/12/2026 Regular 0.00 275.00 808338 73694 Invoice 02/12/2026 PAINT PROGRAM FEES - RABBANI 0.00 275.00 11842 NOVA GROUP GBC 02/12/2026 Regular 0.00 407.00 808339 ZL-01-26-5351 Invoice 02/12/2026 REFUND PLANNING DEPOSIT 0.00 407.00 11609 OCY MANAGEMENT, LLC 02/12/2026 Regular 0.00 15,165.70 808340 12508025 Invoice 02/12/2026 SENIOR TRANSPORTATION DEC 2025 0.00 15,165.70 11804 ORANGE COUNTY ACCUEIL 02/12/2026 Regular 0.00 200.00 808341 2004079.021 Invoice 12/18/2025 REFUND PERMIT 11155 0.00 200.00 10305 RANCHO VIEJO II HOA 02/12/2026 Regular 0.00 1,124.00 808342 22702 02/02/2026 Invoice 02/12/2026 22702 MADRID HOA PAYMENT MAR PTM-… 0.00 562.00 22706 02/02/2026 Invoice 02/12/2026 22706 MADRID HOA PAYMENT MAR PTM-… 0.00 562.00 10925 SELF INSURED SERVICES COMPANY 02/12/2026 Regular 0.00 15,504.60 808343 18258 Invoice 02/12/2026 LIFE/STD/LTD/AD&D OPTIONAL INSURAN… 0.00 7,118.40 B0LHQ4 DENTAL Invoice 02/12/2026 FTE PREMIUMS DENTAL JAN 2026 0.00 6,653.90 B0LHQ4 VISION Invoice 02/12/2026 FTE PREMIUMS VISION VSP JAN 2026 0.00 1,732.30 10335 SOUTHERN CALIFORNIA EDISON 02/12/2026 Regular 0.00 2,565.48 808344 5993 01/20/2026 Invoice 02/12/2026 BUS SHELTER UTILITIES DEC 2025 0.00 77.75 6551 01/27/2026 Invoice 02/12/2026 PARK UTILITIES JAN 2026 0.00 2,487.73 10338 SOUTHERN CALIFORNIA SHREDDING 02/12/2026 Regular 0.00 670.00 808345 299784 Invoice 02/12/2026 ID THEFT PREVENTION PAPER SHREDDING … 0.00 670.00 10848 STEVEN MENDEZ 02/12/2026 Regular 0.00 444.02 808346 161175-000050 Invoice 02/12/2026 PHOTO BOOTH FOR BUNNY BLAST 03/28 0.00 444.02 10347 SUPERIOR PROPERTY SERVICES INC 02/12/2026 Regular 0.00 8,083.33 808347 18629 Invoice 02/12/2026 GRAFFITI REMOVAL, STEAM CLEAN, & PRE… 0.00 8,083.33 11845 SWAY BALLROOM DANCE 02/12/2026 Regular 0.00 695.00 808348 2004198.021 Invoice 02/12/2026 REFUND PERMIT 10561 0.00 695.00 11434 THE REINALT-THOMAS CORP 02/12/2026 Regular 0.00 1,421.45 808349 5060632115 Invoice 02/12/2026 REPLACEMENT TIRES 2015 CHEVY COLOR… 0.00 1,421.45 10385 UNDERGROUND SERVICE ALERT OF 02/12/2026 Regular 0.00 405.60 808350 120260399 Invoice 02/12/2026 UNDERGROUND SERVICE ALERTS JAN 2026 0.00 405.60 10391 US BANK PARS 02/12/2026 Regular 0.00 2,925.51 808351 01/30/2026 Invoice 02/12/2026 PARS CONT PPE 01/30/2026 0.00 2,925.51 10392 US DEPT OF TREASURY 02/12/2026 Regular 0.00 1,012.71 808352 01/30/2026 Invoice 02/12/2026 AGENCY TRACKING WG2122418 PPE 01/3… 0.00 1,012.71 10393 US TOO GYMNASTICS 02/12/2026 Regular 0.00 1,151.50 808353 13775 Invoice 02/12/2026 WINTER 25/26 INSTRUCTOR PAYMENT #1 0.00 213.50 13776 Invoice 02/12/2026 WINTER 25/26 INSTRUCTOR PAYMENT #1 0.00 322.00 13777 Invoice 02/12/2026 WINTER 25/26 INSTRUCTOR PAYMENT #1 0.00 318.50 13786 Invoice 02/12/2026 WINTER 25/26 INSTRUCTOR PAYMENT #1 0.00 297.50 10491 WILLDAN FINANCIAL SERVICES 02/12/2026 Regular 0.00 4,528.00 808354 00714806 Invoice 02/12/2026 CDBG CONSULTING SERVICES DEC 2025 0.00 4,528.00 10008 AGA ENGINEERS INC 02/19/2026 Regular 0.00 840.00 808355 26031-IN Invoice 02/19/2026 TRAFFIC OPERATIONAL IMPV STUDY JAN 2… 0.00 840.00 Item: 4
32 Check Report Date Range: 02/01/2026 - 02/28/2026
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 10017 ALL CITY MANAGEMENT 02/19/2026 Regular 0.00 18,250.08 808356 PS-INV103566 Invoice 02/19/2026 CROSSING GUARD SERVICES 1/18 - 1/31/2… 0.00 18,250.08 10028 AMERINAT 02/19/2026 Regular 0.00 12.00 808357
FS-6064 Invoice 02/19/2026 REHAB LOAN FEES - RABBANI 0.00 12.00 10490 AMY HARPER 02/19/2026 Regular 0.00 1,263.50 808358 14087 Invoice 02/19/2026 Winter 2025/26 0.00 1,263.50
10038 ARCADIAN BANK 02/19/2026 Regular 0.00 200.00 808359 511 Invoice 02/19/2026 REHAB LOAN FEES - RABBANI 0.00 200.00 11844 ASPIRE AUTISM INC 02/19/2026 Regular 0.00 168.00 808360 14208 Invoice 02/19/2026 Winter 2025/26 0.00 168.00
10044 AT&T CALNET3 02/19/2026 Regular 0.00 63.94 808361 000024716730 Invoice 02/19/2026 PARK UTILITIES 6157 JAN 2026 0.00 63.94 11585 BARKING BLISS 02/19/2026 Regular 0.00 500.00 808362 COMB-07-25-679…Invoice 02/19/2026 REFUND C&D DEPOSIT 0.00 500.00 10930 BREAKTHROUGH SPORTS LLC 02/19/2026 Regular 0.00 3,073.00 808363 14058 Invoice 02/19/2026 Winter 2025/26 0.00 441.00
14059 Invoice 02/19/2026 Winter 2025/26 0.00 126.00
14060 Invoice 02/19/2026 Winter 2025/26 0.00 315.00
14061 Invoice 02/19/2026 Winter 2025/26 0.00 63.00
14064 Invoice 02/19/2026 Winter 2025/26 0.00 532.00
14066 Invoice 02/19/2026 Winter 2025/26 0.00 997.50
14070 Invoice 02/19/2026 Winter 2025/26 0.00 266.00
14071 Invoice 02/19/2026 Winter 2025/26 0.00 332.50
THB004878 CALEB BROWN 02/19/2026 Regular 0.00 695.80 808364 Brown, Caleb-Mis…Invoice 02/19/2026 EXP REIMB FLIGHT TYLER CONNECT 2026 0.00 394.80 Brown, Caleb-Ov… Invoice 02/19/2026 PER DIEM TRAVEL ADVANCE CSMFO 2026 … 0.00 301.00 10459 CLICKSTART DOG TRAINING ACADEMY LLC 02/19/2026 Regular 0.00 129.50 808365 14084 Invoice 02/19/2026 Winter 2025/26 0.00 87.50
14086 Invoice 02/19/2026 Winter 2025/26 0.00 42.00
10109 COUNTY OF ORANGE TREASURER TAX 02/19/2026 Regular 0.00 114,778.36 808366 AC2690046 Invoice 02/19/2026 ANIMAL CONTROL SERVICES 2ND Q OCT - … 0.00 114,778.36 10113 CROWN FACILITY SOLUTIONS 02/19/2026 Regular 0.00 8,496.48 808367 4918 Invoice 02/19/2026 MONTHLY JANITORIAL SERVICE JANUARY … 0.00 5,485.00 5068 Invoice 02/19/2026 JANITORIAL SERVICE PERMIT 10515 PAC 0… 0.00 427.66 5120 Invoice 02/19/2026 JANITORIAL SERVICE PERMIT 11254 CC 01… 0.00 676.74 5121 Invoice 02/19/2026 JANITORIAL SERVICE PERMIT 10561 PAC 0… 0.00 427.66 5295 Invoice 02/19/2026 JANITORIAL SERVICE CAREER FAIR (INTER… 0.00 958.40 5299 Invoice 02/19/2026 EXTRA CLEANING FOR BASEBALL NCS TOU… 0.00 140.00 5300 Invoice 02/19/2026 JANITORIAL SERVICE PERMIT 11278 CC 02… 0.00 381.02 10443 CUMMINS INC 02/19/2026 Regular 0.00 888.68 808368 X9-260132510 Invoice 02/19/2026 GENERATOR INSPECTION JAN CIVIC CENT… 0.00 888.68 10117 DANIEL E DUNKLEBERG 02/19/2026 Regular 0.00 65.00 808369 38101 Invoice 02/19/2026 NAMEPLATE-MADELINE BALSZ 0.00 65.00 10124 DIANA DIZON 02/19/2026 Regular 0.00 272.30 808370 13999 Invoice 02/19/2026 Winter 2025/26 0.00 272.30
THB001557 DOUGLAS ERDMAN 02/19/2026 Regular 0.00 253.00 808371 Erdman, Doug-O… Invoice 02/19/2026 PER DIEM TRAVEL ADVANCE CAL CITIES P… 0.00 253.00 10134 ECONOMICS INC 02/19/2026 Regular 0.00 10,185.08 808372 Item: 4
33 Check Report Date Range: 02/01/2026 - 02/28/2026
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 2022.46 Invoice 02/19/2026 PROFESSIONAL SERVICES JAN 2026 0.00 10,185.08 10137 EL TORO WATER DISTRICT 02/19/2026 Regular 0.00 800.00 808373 0001511 Invoice 02/19/2026 LOS ALISOS/MUIRLANDS 2ND LEFT TURNS… 0.00 800.00 10139 ELENA SALISBURY 02/19/2026 Regular 0.00 836.50 808374 13968 Invoice 02/19/2026 Winter 2025/26 0.00 224.00
13970 Invoice 02/19/2026 Winter 2025/26 0.00 259.00
13971 Invoice 02/19/2026 Winter 2025/26 0.00 224.00
13972 Invoice 02/19/2026 Winter 2025/26 0.00 129.50
11217 FCG CONSULTANTS INC 02/19/2026 Regular 0.00 41,728.72 808375 1133-1015 Invoice 02/19/2026 2024-023 LFTM BAKE/TRABUCO WIDENIN… 0.00 41,728.72 10170 GMU GEOTECHNICAL INC 02/19/2026 Regular 0.00 2,543.25 808376 13080 Invoice 02/19/2026 3RD PARTY REVIEW PORTOLA NE PARCEL … 0.00 2,543.25 10750 HOPE HAIRRELL 02/19/2026 Regular 0.00 85.35 808377 REISSUE 03/28/2… Invoice 02/19/2026 REIMBURSEMENT FOR DUMP DAY EVENT 0.00 85.35 10197 IRVINE RANCH WATER DISTRICT 02/19/2026 Regular 0.00 38,786.22 808378 26-01 Invoice 02/19/2026 WATER SERVICES JAN CC, LFSP, MP, SLOPE… 0.00 38,786.22 10200 JAMES L BLACKBURN 02/19/2026 Regular 0.00 133.63 808379 35250 Invoice 02/19/2026 YARD SIGNS - NITF PROJECT 0.00 133.63 11439 MARINA LANDSCAPE INC 02/19/2026 Regular 0.00 11,067.43 808380 152504-06 Invoice 02/19/2026 2025-024 BASEBALL FIELD RENOV DEC 20… 0.00 11,067.43 10240 MARYAM STEVENSON 02/19/2026 Regular 0.00 1,181.25 808381 14089 Invoice 02/19/2026 Winter 2025/26 0.00 425.25
14090 Invoice 02/19/2026 Winter 2025/26 0.00 756.00
10248 MICHAEL D MCNEIL 02/19/2026 Regular 0.00 900.00 808382 14049685982231 Invoice 02/19/2026 CLUBHOUSE DANCE DJ 02/27 0.00 900.00 11805 MJ PRODUCTIONS INC 02/19/2026 Regular 0.00 4,800.00 808383 INV-159526-2-2 Invoice 02/19/2026 FINAL PYMT PAC ENTERTAINMENT PERFO… 0.00 4,800.00 10536 ODP BUSINESS SOLUTIONS LLC 02/19/2026 Regular 0.00 1,782.21 808384 40411397 Invoice 02/19/2026 OPERATING SUPPLIES JANUARY 2026 0.00 1,782.21 10276 ONWARD ENGINEERING 02/19/2026 Regular 0.00 540.00 808385 8588 Invoice 02/19/2026 2022-011.2 PHASE 15 ADA RAMPS JAN 20… 0.00 540.00 10477 READWRITE EDUCATIONAL SOLUTIONS INC 02/19/2026 Regular 0.00 1,312.85 808386 14077 Invoice 02/19/2026 Winter 2025/26 0.00 722.40
14079 Invoice 02/19/2026 Winter 2025/26 0.00 316.05
14081 Invoice 02/19/2026 Winter 2025/26 0.00 274.40
11850 ROBBINS INTERNATIONAL LLC 02/19/2026 Regular 0.00 4,499.75 808387 2606011 Invoice 02/19/2026 SOCCER GOALS - 25 % DEPOSIT 0.00 4,499.75 THB004894 SEAN MCGOVERN 02/19/2026 Regular 0.00 301.00 808388 PER DIEM TRAVEL…Invoice 02/19/2026 PER DIEM TRAVEL ADVANCE CPRS LONG B… 0.00 301.00 10324 SHELLY BOOTH 02/19/2026 Regular 0.00 213.50 808389 14116 Invoice 02/19/2026 Winter 2025/26 0.00 213.50
10335 SOUTHERN CALIFORNIA EDISON 02/19/2026 Regular 0.00 87,111.40 808390 1549 02/04/2026 Invoice 02/19/2026 PARK UTILITIES (PORTOLA) JAN 2026 0.00 211.16 3106 02/03/2026 Invoice 02/19/2026 STREET LIGHT UTILITIES JAN 2026 0.00 86,815.64 5146 02/04/2026 Invoice 02/19/2026 STREET LIGHT UTILITIES (CC) JAN 2026 0.00 84.60 10359 THE GAS COMPANY 02/19/2026 Regular 0.00 1,325.46 808391 Item: 4
34 Check Report Date Range: 02/01/2026 - 02/28/2026
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 9109 02/09/2026 Invoice 02/19/2026 CIVIC CENTER UTILITIES JAN 2026 0.00 1,325.46 10365 THERESA DOBBS 02/19/2026 Regular 0.00 3,600.00 808392 02/03/2026 Invoice 02/19/2026 CONSULTING SERVICES JAN 2026 0.00 3,600.00 10393 US TOO GYMNASTICS 02/19/2026 Regular 0.00 1,568.00 808393 13981 Invoice 02/19/2026 Winter 2025/26 0.00 105.00
13982 Invoice 02/19/2026 Winter 2025/26 0.00 269.50
13983 Invoice 02/19/2026 Winter 2025/26 0.00 322.00
13984 Invoice 02/19/2026 Winter 2025/26 0.00 217.00
13989 Invoice 02/19/2026 Winter 2025/26 0.00 119.00
13990 Invoice 02/19/2026 Winter 2025/26 0.00 238.00
13991 Invoice 02/12/2026 Winter 2025/26 0.00 297.50
10950 VINEYARDS AT FOOTHILL RANCH HOA 02/19/2026 Regular 0.00 50.00 808394 2004213.021 Invoice 02/19/2026 REFUND PERMIT #9587 0.00 50.00 10942 YUKA GARRETT 02/19/2026 Regular 0.00 1,442.00 808395 14097 Invoice 02/12/2026 Winter 2025/26 0.00 588.00
14099 Invoice 02/12/2026 Winter 2025/26 0.00 339.50
14101 Invoice 02/12/2026 Winter 2025/26 0.00 514.50
10480 AHMAD HAIDREY 02/26/2026 Regular 0.00 2,035.00 808396 648 Invoice 02/26/2026 THURSDAY CLUBHOUSE LUNCH FEB 2026 0.00 1,050.00 649 Invoice 02/26/2026 CLUBHOUSE DANCE CATERED DINNER 02/… 0.00 985.00 10016 ALL AMERICAN ASPHALT 02/26/2026 Regular 0.00 22,610.00 808397 213443 Invoice 02/26/2026 2025-062 JERONIMO RD WIDENING PROG… 0.00 22,610.00 11853 AMERIPRO INC 02/26/2026 Regular 0.00 141.76 808398 RESB-01-26-69493 Invoice 02/26/2026 REFUND CANCELLED BUILDING PERMIT 0.00 141.76 11735 ANEESHA BHARADWAJ 02/26/2026 Regular 0.00 19.16 808399 2004227.021 Invoice 02/26/2026 REFUND SKYHAWKS TENNIS #14160 0.00 19.16 10055 BEST BEST & KRIEGER LLP 02/26/2026 Regular 0.00 99,182.26 808400 25-11 Invoice 02/26/2026 LEGAL SERVICES NOVEMBER 2025 0.00 99,182.26 11851 BUILD FORCE REMODELING INC 02/26/2026 Regular 0.00 183.96 808401 RESB-12-25-69172 Invoice 02/26/2026 REFUND CANCELLED BUILDING PERMIT 0.00 183.96 10074 CALIFORNIA STATE DISBURSEMENT 02/26/2026 Regular 0.00 54.49 808402 2/13/26 Invoice 02/26/2026 REMIT ID 200000002843125 SDU/TRIBAL … 0.00 54.49 10074 CALIFORNIA STATE DISBURSEMENT 02/26/2026 Regular 0.00 145.38 808403 02/13/2026 Invoice 02/26/2026 REMIT ID 200000002605383 SDU/TRIBAL … 0.00 145.38 10074 CALIFORNIA STATE DISBURSEMENT 02/26/2026 Regular 0.00 147.70 808404 02/13/26 Invoice 02/26/2026 REMIT ID 200000002413681 SDU/TRIBAL … 0.00 147.70 10079 CALPERS LONG TERM CARE PROGRAM 02/26/2026 Regular 0.00 289.00 808405 15936529 Invoice 02/26/2026 EE CONT PPE 02/27/2026 0.00 289.00 11852 CENTALINE INVESTMENT INC 02/26/2026 Regular 0.00 306.50 808406 MPSP 12-25-5842 Invoice 02/26/2026 REFUND PLANNING DEPOSIT - MPSP 20521… 0.00 306.50 10095 CITY OF LAKE FOREST SUNSHINE CLUB 02/26/2026 Regular 0.00 167.99 808407 2/13/2026 Invoice 02/26/2026 EE CONT PPE 02/13/2026 0.00 167.99 10096 CITY OF TUSTIN 02/26/2026 Regular 0.00 250.00 808408 OCHRC 2026 Invoice 02/26/2026 OC HUMAN RESOURCES CONSORTIUM 20… 0.00 250.00 10107 COSTAR REALTY INFORMATION INC 02/26/2026 Regular 0.00 432.25 808409 123504529 Invoice 02/26/2026 COMMERCIAL PROPERTIES NOW (BACK-E… 0.00 432.25 10113 CROWN FACILITY SOLUTIONS 02/26/2026 Regular 0.00 32,697.00 808410 Item: 4
35 Check Report Date Range: 02/01/2026 - 02/28/2026
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 5159 Invoice 02/26/2026 2025-034 MONTHLY JANITORIAL SERVICE … 0.00 32,697.00 10117 DANIEL E DUNKLEBERG 02/26/2026 Regular 0.00 65.00 808411 38102 Invoice 02/26/2026 TPC NEW NAME PLATE - VICE CHAIR PATEL 0.00 65.00 THB001154 DEBRA D ROSE 02/26/2026 Regular 0.00 1,340.39 808412 Rose, Debra-Ove… Invoice 02/26/2026 EXP REIMB CAL CITIES 2026 NAPA 02/11-2… 0.00 1,340.39 10141 EMPLOYMENT DEVELOPMENT DEPT 02/26/2026 Regular 0.00 1,589.00 808413 L1756003376 Invoice 02/26/2026 UNEMPLOYMENT INSURANCE 10/01/25 - … 0.00 1,589.00 10155 FASTSIGNS OF LAKE FOREST 02/26/2026 Regular 0.00 769.34 808414 2016-22633 Invoice 02/26/2026 STREET BANNERS BUNNY BLAST 0.00 769.34 11217 FCG CONSULTANTS INC 02/26/2026 Regular 0.00 45,813.86 808415 1133-1016 Invoice 02/26/2026 2024-023 LFTM BAKE/TRABUCO WIDENIN… 0.00 40,516.80 1144-1004 Invoice 02/26/2026 2025-010 JERONIMO RD WIDENING CA/CI … 0.00 5,297.06 10173 GOVERNMENT FINANCE OFFICERS ASSOCIATION02/26/2026 Regular 0.00 105.00 808416 3131349 Invoice 02/26/2026 GFOA TRAINING CASH FLOW FORECASTIN… 0.00 105.00 11854 GREGORY DEARDEN 02/26/2026 Regular 0.00 25.00 808417 RESB-01-26-69401 Invoice 02/26/2026 REFUND EXCESS NSF FEE 0.00 25.00 10647 IMPERIAL PAINTING COMPANY 02/26/2026 Regular 0.00 9,975.00 808418 2190 Invoice 02/26/2026 REFINISH ATRIUM PATIO SETS NOV 2025 C… 0.00 9,975.00 10194 INTERWEST CONSULTING 02/26/2026 Regular 0.00 118,853.43 808419 3204693 Invoice 02/26/2026 BUILDING SERVICES JAN 2026 0.00 118,853.43 11382 JPW COMMUNICATIONS INC 02/26/2026 Regular 0.00 3,313.75 808420 3902 Invoice 02/26/2026 BRANDIING SERVICES JAN 2026 0.00 3,313.75 THB001803 KAY M YOSHINO 02/26/2026 Regular 0.00 187.50 808421 02/19/2026 Invoice 02/26/2026 EXP REIMB FOR WELDING SVCS FOR PAC … 0.00 187.50 THB001519 KEITH D NEVES 02/26/2026 Regular 0.00 322.00 808422 Neves, Keith-Ove… Invoice 02/26/2026 EXP REIMB CAL CITIES 2026 NAPA 02/11-2… 0.00 322.00 11439 MARINA LANDSCAPE INC 02/26/2026 Regular 0.00 38,023.61 808423 152504-RET Invoice 02/26/2026 2025-024 HEROES PARK BB FIELD RENOV … 0.00 38,023.61 10241 MASTER WASH INC 02/26/2026 Regular 0.00 350.00 808424 83920 Invoice 02/26/2026 CITY VEHICLE MONTHLY WASH FEB 2026 0.00 350.00 11446 MELISSA POBLETE 02/26/2026 Regular 0.00 354.00 808425 1417 Invoice 02/26/2026 MULTICULTURAL FESTIVAL ENTERTAINME… 0.00 354.00 10468 MISSIONSQUARE 02/26/2026 Regular 0.00 13,949.92 808426 02/13/2026 Invoice 02/26/2026 DEFERRED COMP ACCT 303669 PPE 02/13… 0.00 13,949.92 10273 OCCUPATIONAL HEALTH CENTERS 02/26/2026 Regular 0.00 459.00 808427 89443417 Invoice 02/26/2026 PRE-EMPLOYMENT TB CHEST X-RAY DEC 2… 0.00 129.00 89526712 Invoice 02/26/2026 PRE-EMPLOYMENT PHYSICAL, TB, DRUG T… 0.00 330.00 10280 ORANGE COUNTY SHERIFF S OFFICE 02/26/2026 Regular 0.00 63.22 808428 02/13/2026 Invoice 02/26/2026 LOF NO. 30-2019-01097622-CL-CL-CJC PPE… 0.00 63.22 10287 PITNEY BOWES INC 02/26/2026 Regular 0.00 3,659.47 808429 3107638421 Invoice 02/26/2026 POSTAGE METER LEASE 11/28/25 - 2/27/26 0.00 3,659.47 11044 RONALD A SAGONA 02/26/2026 Regular 0.00 770.00 808430 109988 Invoice 02/26/2026 BACKFLOW TESTING FEB 2026 LFSP 0.00 385.00 110011 Invoice 02/26/2026 2024-09 BACKFLOW TESTING FEB CIVIC C… 0.00 385.00 10316 ROSENOW SPEVACEK GROUP INC 02/26/2026 Regular 0.00 50.00 808431 Item: 4
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount 14919 Invoice 02/26/2026 AFFORDABLE HOUSING CONSULTING SERV… 0.00 50.00 10335 SOUTHERN CALIFORNIA EDISON 02/26/2026 Regular 0.00 24,759.07 808432 5972 02/09/2026 Invoice 02/26/2026 CIVIC CENTER UTILITIES (PARKING) JAN 20… 0.00 6,612.39 8114 02/09/2026 Invoice 02/26/2026 CIVIC CENTER UTILITIES JAN 2026 0.00 18,146.68 10337 SOUTHERN CALIFORNIA NEWS GROUP 02/26/2026 Regular 0.00 2,417.71 808433 0000635454 Invoice 02/26/2026 PUBLIC HEARING NOTICES JAN 2026 0.00 2,417.71 10359 THE GAS COMPANY 02/26/2026 Regular 0.00 348.15 808434 2943 02/10/2026 Invoice 02/26/2026 LFSP UTILITIES JAN 2026 0.00 348.15 10382 TYLER TECHNOLOGIES INC 02/26/2026 Regular 0.00 1,540.00 808435 025-541835 Invoice 02/26/2026 CIVIC ACCESS CONFIG - JAN PM 0.00 900.00 025-542494 Invoice 02/26/2026 MYCIVIC TRAINING (ALF) 01/21/26 0.00 640.00 10391 US BANK PARS 02/26/2026 Regular 0.00 3,151.70 808436 02/13/2026 Invoice 02/26/2026 PARS CONT PPE 02/13/2026 0.00 3,151.70 10392 US DEPT OF TREASURY 02/26/2026 Regular 0.00 1,012.71 808437 02/13/2026 Invoice 02/26/2026 AGENCY TRACKING WG2122418 PPE 02/1… 0.00 1,012.71 Total Regular: 0.00 3,264,314.24
Item: 4
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount Payment Type: Bank Draft
10004 ADP 02/06/2026 Bank Draft 0.00 2,169.76 DFT0000447 712643358 Invoice 02/06/2026 PROCESSING CHARGE FOR PE 1/2, 1/16 & … 0.00 2,169.76 10004 ADP 02/06/2026 Bank Draft 0.00 1,958.75 DFT0000448 712643814 Invoice 02/06/2026 WORKFORCE NOW HCM PE 01/12/2026 0.00 1,958.75 10004 ADP 02/06/2026 Bank Draft 0.00 1,842.32 DFT0000449 712643372 Invoice 02/06/2026 ADP TIME AND ATTENDANCE 0.00 1,842.32 10080 CALPERS HEALTH BENEFITS BRANCH 02/03/2026 Bank Draft 0.00 121,412.81 DFT0000452 100000018182854 Invoice 02/03/2026 HEALTH INSURANCE FOR FEB 2026 0.00 121,412.81 10076 CALPERS EMPLOYER SVCS 02/11/2026 Bank Draft 0.00 61,553.46 DFT0000454 01/30/2026 Invoice 02/11/2026 RETIREMENT CONTRIBUTIONS PPE 01/30/… 0.00 61,553.46 10076 CALPERS EMPLOYER SVCS 02/24/2026 Bank Draft 0.00 62,064.24 DFT0000460 02/13/2026 Invoice 02/24/2026 RETIREMENT CONTRIBUTIONS PPE 02/13/… 0.00 62,064.24 Total Bank Draft: 0.00 251,001.34
Regular Checks
Manual Checks
Voided Checks
Discount
Payment
Payment Type Count
Bank Code OP Summary
Bank Drafts
EFT's
179
1 4
6 28
0.00 0.00
0.00 0.00
0.00 218 0.00
Payment
3,269,412.77
1,455.94
-5,098.53
251,001.34
689,413.35
4,206,184.87
Payable
Count
250
1 0
6 73
330
Item: 4
38 Check Report Date Range: 02/01/2026 - 02/28/2026
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Vendor Number Vendor Name Payment Date Payment Type Discount Amount Payment Amount Number Payable # Payable Type Post Date Payable Description Discount Amount Payable Amount Bank Code: PR-Payroll
Payment Type: Bank Draft
10004 ADP 02/06/2026 Bank Draft 0.00 281,436.57 DFT0000450 01/30/2026 Invoice 02/06/2026 DIRECT DEPOSIT ACH PPE 01/30/2026 0.00 281,436.57 10005 ADP TAX FINANCIAL SVC 02/06/2026 Bank Draft 0.00 68,690.57 DFT0000451 01/30/2026 Invoice 02/06/2026 PAYROLL TAXES FOR PPE 01/30/2026 0.00 68,690.57 10004 ADP 02/20/2026 Bank Draft 0.00 285,158.21 DFT0000458 02/13/2026 Invoice 02/20/2026 DIRECT DEPOSIT ACH PPE 02/13/2026 0.00 285,158.21 10005 ADP TAX FINANCIAL SVC 02/20/2026 Bank Draft 0.00 69,506.62 DFT0000459 02/13/2026 Invoice 02/20/2026 PAYROLL TAXES FOR PPE 02/13/2026 0.00 69,506.62 Total Bank Draft: 0.00 704,791.97
Regular Checks
Manual Checks
Voided Checks
Discount
Payment
Payment Type Count
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
0.00 704,791.97
0.00 704,791.97
Payable
Count
0 0
0 4
0 4
Item: 4
39 Check Report Date Range: 02/01/2026 - 02/28/2026
3/2/2026 6:15:08 PM Page 17 of 17
All Bank Codes Check Summary
Payment Type Discount
Payment
Count Payment
Payable
Count
Regular Checks
Manual Checks
Voided Checks
Bank Drafts
EFT's
179
1 4
10 28
0.00 0.00
0.00 0.00
0.00 222 0.00
3,269,412.77
1,455.94
-5,098.53
955,793.31
689,413.35
4,910,976.84
250
1 0
10 73
334
Fund Name Period Amount
Fund Summary
999 Pooled Cash 2/2026 4,910,976.84
4,910,976.84
Item: 4
40 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/17/2026
DEPARTMENT: Community Development
SUBJECT:
2025 GENERAL PLAN ANNUAL PROGRESS REPORT
RECOMMENDED ACTION(S):
Authorize staff to submit the 2025 General Plan Annual Progress Report to the Governor's Office of Planning and Research and the State’s Housing and Community Development Department.
EXECUTIVE SUMMARY:
Government Code Section 65400 mandates that all cities and counties submit to its legislative bodies an annual report on the status of the General Plan and progress in its implementation, referred to as the Annual Progress Report. The Annual Progress Report must be sent to the Governor’s Office of Planning and Research (“OPR”) and the State’s Housing and Community Development Department (“HCD”) each year.
City staff drafted the 2025 Annual Progress Report (Attachment) which provides information on the implementation of the City’s General Plan 2040. The draft Annual Progress Report addresses General Plan Amendments, major approved projects, and the status of the General Plan’s implementation programs in 2025.
There are a total of 156 implementation actions in the City’s General Plan, of which 141 actions are ongoing and 15 of the actions have been completed.
BACKGROUND:
State law (Government Code Section 65400) requires each city and county to provide its legislative body with an Annual Progress Report on the status of the General Plan and progress in its implementation. The Annual Progress Report must be sent to OPR and HCD. The Annual Progress Report is intended as a tool for informing local legislative bodies of the jurisdiction’s effectiveness in implementing its General Plan. The Annual Progress Report gives OPR the opportunity to identify statewide trends in land use decision-making and track how local planning and development activities relate to statewide planning goals and policies. In addition, OPR can track progress on a local jurisdiction’s comprehensive general plan update using information provided in the Annual Item: 5
41 Progress Report (General Plan Annual Progress Report Guidance-October 6, 2022).
The report must be considered at a public meeting, prior to its submission to OPR and HCD by April 1st of each year. This General Plan Annual Progress Report does not include the Housing Element Annual Progress Report, which is a separate document also reviewed by the City Council prior to its submission.
DISCUSSION:
In June of 2020, the Lake Forest City Council approved the “2040 General Plan” and the related Environmental Impact Report (“EIR”). The 2040 General Plan reflects the community’s long-term vision and priorities focusing on new residential and mixed-uses, business development and employment attraction, preservation of natural resources, and enhancing community character and quality of life. The City’s General Plan includes the following 8 elements: land use and design, mobility, economic development, recreation and resources, public safety, public facilities, health and wellness, and housing. Each element contains goals and policies that will guide future decisions within the community and identifies specific implementation actions to ensure the vision and goals of the 2040 General Plan are carried out.
City staff drafted the 2025 Annual Progress Report (Attachment), which includes the following four sections:
I. Introduction
II. General Plan Amendments
III. Major Development Projects Approved
IV. Implementation Program Status by Element
The Introduction section provides an explanation of state laws and a discussion of the City’s General Plan. The General Plan Amendments section provides information on the 2025 General Plan Amendments. In 2025, the City Council approved two General Plan Amendments. In May 2025, a General Plan Amendment was approved to the Public Safety Element. This General Plan Amendment was processed in conjunction with a Municipal Code update to the City’s noise ordinance and an update to the City’s CEQA noise thresholds. The General Plan Amendment to the Public Safety Element included the following:
• New Noise Contours Maps for determining land use compatibility; • Updated policies and actions related to noise;
• Deletion of noise standards table (that is redundant with LFMC); • Technical corrections and wordsmithing; and
Item: 5
42 • A new footnote incorporating the recently adopted Local Hazard Mitigation Plan (LHMP) into the General Plan, by reference.
In July of 2025, the City Council approved General Plan Amendment 10-24-5745, an amendment to the Mobility Element. This amendment was requested by the Orange County Transit Authority (OCTA) to create consistency between the County’s amended Master Plan of Arterial Highways (MPAH) and the City’s General Plan. The General Plan amendment modified Figure M-1, Mobility Network, a map of arterial streets in the City’s Mobility Element. The road classification of two sections of El Toro Road was changed from “major arterial” to “primary arterial.”
As noted in Section III, two major development projects were approved by the City in 2025. In January of 2025, the City’s Planning Commission approved Site Development Permit (SDP) 04-24-5698 for the development of a new industrial building on a vacant parcel located at 19712 Pauling. The proposed development consists of a 54,652 sq. ft., 35-ft. tall, single-story, concrete tilt-up building for manufacturing, office, and storage uses.
In June of 2025, the Director of Community Development ministerially approved Streamlined Housing Permit (SHP) 01-25-5767 for the construction of a 50-unit affordable housing apartment complex developed by National Community Renaissance located at 22741 Aspan Street. Earlier in the year, the City Council approved an affordable housing agreement with National Community Renaissance, which included an affordable housing loan related to this project.
The project includes the demolition of an existing office building and the construction of a new 50-unit four-story apartment complex.
The final section, Implementation Program Status by Element, includes a comprehensive table that identifies the status of all 156 implementation actions (excluding the Housing Element programs) in the 2040 General Plan. The table also includes the funding source, responsible party, and timing for each implementation action.
In the past year, as part of the City’s Strategic Plan Initiative #10, “General Plan Implementation,” the City has concluded the “Sustainability Implementation Plan” (SIP). The SIP included addressing 19 different General Plan implementation actions (10 completed actions and 9 ongoing actions) in the Public Safety, Recreation and Resources, and Public Facilities Elements. The SIP included the creation of the City’s sustainability webpage, housed under the Community Development Department of the City’s general website, which offers both residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners that can save them money and support the environment. Additionally, the SIP included studies related to Item: 5
43 bicycle rentals, sustainable programs, Cal Green Tier 1 evaluation, and an update to the Greenhouse Gas Inventory.
A summary of the status of all the implementation actions by General Plan element is included in Table 1 of this report.
Table 1: Implementation Actions (IAs) Status
General Plan Element # of
IAs Ongoing Completed
Land Use 20 18 2
Mobility 25 25 0
Economic Development 15 15 0
Recreation and Resources 34 30 4
Public Safety 28 24 4
Public Facility 27 23 4
Health Wellness 7 6 1
Total 156 141 15
Following the City Council’s authorization, staff will send the Annual Progress Report to OPR and HCD.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
Draft General Plan Annual Progress Report
Initiated By: Jennifer Mansur, AICP, Senior Planner
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
Item: 5
44 Attachment 1
Item: 5
45 1
GENERAL PLAN
2025 ANNUAL
PROGRESS REPORT
Reviewed by
Lake Forest City Council
on March 17, 2026
Item: 5
46 1
2025 General Plan Annual Progress Report
Table of Contents
I. Introduction ...........................................................................................2 II. General Plan Amendments ...................................................................3 III. Major Projects Approved.......................................................................3 IV. Implementation Program Status by Element .........................................4 Appendix A- Implementation Action Status Table .......................................5 Item: 5
47 2
I. Introduction
Government Code Section 65400 mandates that all cities and counties submit to their legislative bodies an annual report on the status of the General Plan and progress in its implementation, referred to as the “Progress Report.” The Progress Report is intended as a tool for informing local legislative bodies of the jurisdiction’s effectiveness in implementing its general plan. The Progress Report must be sent to the Governor’s Office of Planning and Research (“OPR”) and the State’s Housing and Community Development Department (“HCD”). The Progress report gives OPR the opportunity to identify statewide trends in land use decision-making and track how local planning and development activities relate to statewide planning goals and policies. In addition, OPR is able to track progress on a local jurisdiction’s comprehensive General Plan update using information provided in the Progress Report (Annual Progress Report Guidance Memo, October 6, 2022).
The Progress Report must be considered at a public meeting. This General Plan Annual Progress Report does not include the Housing Element Annual Progress Report, with the exception that the Housing Element implementation actions are included in the “Implementation Action Status Table” in this report. The Housing Element Annual Progress Report was reviewed concurrently at the City Council meeting on March 17, 2026.
City of Lake Forest General Plan
The City of Lake Forest incorporated in 1991 and adopted its first General Plan in 1994.
For over 26 years, the 1994 General Plan served as a foundational policy document that guided public decision-making related to the City’s physical development. Since adoption of the 1994 General Plan, the City has undergone a number of significant changes – the annexations of Portola Hills and Foothill Ranch, the closure of the El Toro Marine Corps Base, and the launch of the Opportunities Study Area. The 1994 General Plan provided a strategic framework when considering issues regarding the City’s future direction and growth, how land uses should change, and which resources should be preserved and enhanced.
While the 1994 General Plan guided the City’s growth and development over time, the City is now nearing build out and transitioning from expansion and development to maintenance, preservation, rehabilitation, and reuse activities. In recognition of this transition, the City embarked on a multi-year General Plan Update process in January of 2018. Over the span of two years, the City conducted General Plan public outreach including pop-up events, an online survey, workshops, stakeholder interviews, General Plan Advisory Committee meetings, a Planning Commission meeting, and City Council study sessions. In June of 2020, the Lake Forest City Council approved the new “2040 General Plan” and the related Environmental Impact Report (EIR). General Plan 2040 included all new Elements (with the exception of the Housing Element), with new City goals, policies, and implementation actions. Subsequently, the 6th Cycle Housing Element was adopted by the City Council and the new implementation housing programs are Item: 5
48 3
included in this Progress Report. General Plan 2040 and the 6th Cycle Housing Element reflects the community’s long-term vision and priorities focusing on new residential and mixed-uses, business development and employment attraction, preservation of natural resources, and enhancing community character and quality of life.
II. General Plan Amendments
The Lake Forest City Council approved two General Plan Amendments in 2025. In May of 2025, a General Plan Amendment was approved to the Public Safety Element. This General Plan Amendment was processed in conjunction with a Municipal Code update to the City’s noise ordinance and an update to the City’s CEQA noise thresholds. The General Plan Amendment to the Public Safety Element included the following:
• New Noise Contours Maps for determining land use compatibility; • Updated policies and actions related to noise;
• Deletion of noise standards table (that is redundant with LFMC); • Technical corrections and wordsmithing; and
• A new footnote incorporating the recently adopted Local Hazard Mitigation Plan (LHMP) into the General Plan, by reference.
In July of 2025, the City Council approved General Plan Amendment 10-24-5745, an amendment to the Mobility Element. This amendment was requested by the Orange County Transit Authority (OCTA) to create consistency between the County’s amended Master Plan of Arterial Highways (MPAH) and the City’s General Plan. The General Plan amendment modified Figure M-1-Mobility Network, a map of arterial streets in the City’s Mobility Element. The road classification of two sections of El Toro Road were changed from “major arterial” to “primary arterial.”
III. Major Development Projects Approved
In 2025, the City approved numerous entitlements for new businesses in the City, changes to existing businesses, and minor construction projects. Additionally, the City reviewed applications for entitlements related to new industrial buildings, a mixed -use project, the expansion of a vehicle dealership, and a new large retail building. The processing of these applications has continued into 2026.
In 2025, two major construction projects were approved by the City, as described below:
In January of 2025, the City’s Planning Commission approved Site Development Permit (SDP) 04-24-5698 for the development of a new industrial building on a vacant parcel located at 19712 Pauling. The proposed development consists of a 54,652 sq. ft., 35-ft. tall, single-story, concrete tilt-up building for manufacturing, office, and storage uses.
In June of 2025, the City approved Streamlined Housing Permit (SHP) 01-25-5767 for the construction of a 50-unit affordable housing apartment complex developed by Item: 5
49 4
National Community Renaissance located at 22741 Aspan Street. Earlier in the year, the City Council approved an affordable housing agreement with National Community Renaissance which included an affordable housing loan related to this project. The project includes the demolition of an existing office building and the construction a new 50-unit four-story apartment complex.
IV. Implementation Program Status by Element
The City’s 2040 General Plan includes the following 8 Elements: Land Use and Design, Mobility, Economic Development, Recreation and Resources, Public Safety, Public Facilities, Health and Wellness, and Housing. Each Element contains goals, policies that will guide future decisions within the City, and identifies specific implementation actions to ensure the vision and goals of the General Plan are carried out. Appendix A includes a list of each implementation action by Element, and the current status of the implementation action.
Item: 5
50 5
Appendix AImplementation Action
Status Table
Item: 5
51 6
Implementation
Action Status
Table
Implementation Action Funding
Source
Responsible
Party
Timing
LU-1a Update the City’s Zoning Map to be consistent with the land use designations shown in Figure LU-1.
General
Fund
Planning
Division
Ongoing
Status: With the 2022 approval of Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts, the City’s Zoning Map is consistent with the revised General Plan Designations from the 2040 General Plan.
LU-1b Review the standards provided in the Zoning Ordinance (Title 9 of the Lake Forest Municipal Code) and amend as necessary for consistency with General Plan policies and desired uses consistent with the City’s General Plan land use designations.
General
Fund
Planning
Division
Ongoing
Status: In 2025, the City approved Zoning Code Amendment 11-23-5675 that includes amendments to approximately 24 different Zoning Code sections. The amendments are based on recurring inquiries received from the public and experiences the City’s planners have had communicating code requirements with residents, brokers, architects, property owners, and business owners.
Generally, the amendments provide clarifications, create consistency with State law, create consistency between residential zoning districts, and promote economic development.
LU-1c Require preparation of a developer-initiated Specific Plan for the redevelopment of the Foothill Ranch Towne Center to ensure the careful integration of residential and commercial uses combined with supporting small streets and infrastructure. Development under 10 acres should be discouraged.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: City staff provides this information to potential developers that contact the City. There has been no entitlement applications for mixed-use development in the Foothill Ranch Towne Center.
LU-1d Evaluate possible implementation strategies for mixed-use activity centers/focus areas, other than Foothill Ranch Towne Center, such as a Specific Plan, Master Plan, Development Agreement, and/or conventional zoning.
LEAP Grant Planning
Division
Completed
Status: In 2022, the Lake Forest City Council approved Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts. In the process of drafting the new ordinance, staff and a consultant evaluated different implementation strategies to create Item: 5
52 7
Implementation Action Funding
Source
Responsible
Party
Timing
mixed-use activity centers. The City Council adopted an ordinance that implemented conventional zoning with 5 new zoning districts. The mixed-use zoning districts identify development standards such as density, floor area ratio (FAR), building height, landscape requirements, building setbacks, and permitted uses. The ordinance also included objective design standards.
LU-1e Implement the policies and actions in the Housing Element to enhance opportunities to provide affordable housing within the community and accommodate a range of household types, special need populations, and income levels.
General
Fund/
CDBG
Planning
Division
Ongoing
Status: See the Housing Element Section of this table for the Housing Element implementation actions' specific status.
LU-1f Monitor land availability through the regular review of the General Plan Land Use Map and the Zoning Map.
General
Fund
Planning
Division
Ongoing
Status: City staff continually monitors land availability through regular review of the General Plan Land Use Map and Zoning Map.
LU-1g Periodically review the Zoning Ordinance to ensure that the appropriate zoning districts have appropriate uses and development standards to accommodate new and emerging industries' building and site needs.
General
Fund
Planning
Division
Ongoing
Status: In 2025, City approved Zoning Code Amendment 11-23-5675 (ZC 11-23-5675) that includes amendments to the City’s accessory structure regulations. The proposed amendments create regulations for new and emerging residential accessory structure trends such as California rooms, freestanding fireplaces, TV walls, and waterfalls.
LU-2a As part of the City’s development review process, ensure that commercial projects are designed to be compatible with residential uses, including appropriate building massing and scale and minimization of impacts related to the operation of the use. Review of employment-generating projects should ensure that the following design concepts are addressed in projects that abut residential areas:
• Appropriate building scale and/or siting;
• Site design and noise-attenuating features to avoid exposure to excessive noise due to long hours of operation or inappropriate location of accessory structures;
• Site and structure design to avoid excessive glare or excessive impacts from light sources onto adjacent properties; and
• Site design to avoid unnecessary loss of community and environmental resources (archaeological, historical, ecological, recreational, etc.).
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The City’s entitlement process ensures that new commercial projects are compatible with surrounding uses and comply with the City’s Design Guidelines and Zoning requirements. The design guidelines and zoning requirements ensure that new commercial buildings meet the criteria from this implementation action.
Item: 5
53 8
Implementation Action Funding
Source
Responsible
Party
Timing
LU-2b As part of the City’s development review process, ensure that new developments are designed to minimize glare and light impacts onto adjacent properties.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The City’s entitlement process ensures that new construction projects are compatible with surrounding uses and comply with the City’s zoning requirements. The City’s zoning requirements include regulations to ensure no glare or light impacts onto adjacent properties. In addition, for projects with new exterior lighting, staff requires a photometric plan illustrating that the lighting will not spill over onto the adjacent properties.
LU-2c Periodically review and amend (as needed) the Zoning Ordinance, City Subdivision Regulations, and Grading Regulations to provide consistency with new state legislation and court decisions. Review and amend Zoning Ordinance to clarify permitted and conditionally permitted uses in all districts.
General
Fund
Planning
Division
Ongoing
Status: In 2025, the City Council adopted a new Zoning Code Amendment that clarified regulations related to Accessory Dwelling Units (ADU) in response to California Assembly Bill 2533 and SB 1211. Additionally, staff has initiated another Zoning Code Amendment related to ADUs in response to California Assembly Bill 1154 and Senate Bill 543. This ordinance is anticipated to be reviewed by the City Council in 2026.
LU-2d Utilize a site development permit process and the California Environmental Quality Act to review proposed development projects to promote high quality in urban design and minimize environmental impacts.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The City’s entitlement process ensures that new development projects are compatible with surrounding uses and comply with the City’s Design Guidelines and Zoning requirements. The City’s Design Guidelines and Zoning requirements promote highquality design. Additionally, the City’s CEQA guidelines, which are consistent with State CEQA laws, ensure that environmental impacts are minimized by using mitigation measures.
LU-2e Continue to enforce the Zoning Ordinance and other ordinances to achieve the desired level of regulation.
General
Fund
Code
Enforcement
Division
Ongoing
Status: The City’s Code Enforcement Division continually enforces the City’s Code based on complaints and field inspections. The City currently has a Code Enforcement Supervisor, 2 Code Enforcement Officers with normal business hours (one is currently vacant), 2 Code Enforcement Officers that work in the evenings and weekends, and a part-time Code Enforcement Officer that works on the weekends.
LU-2f Coordinate with the Orange County Airport Land Use Commission to review any operational or facility changes at John Wayne Airport that could impact the Lake Forest community.
General
Fund
Planning
Division
Ongoing
Status: No changes proposed during this period.
Item: 5
54 9
Implementation Action Funding
Source
Responsible
Party
Timing
LU-3a As part of the design review of development and capital projects, encourage the integration of civic, cultural, natural, art, and other themes that create a sense of place for each neighborhood, district, and center, and contribute to the overall character of the community.
General
Fund
Planning
Division/
Engineering
Division
Ongoing
Status: The City utilizes a natural looking river rock in street projects, City structures and in the City park monument signs.
LU-3b Explore grant funding opportunities for public art to be included in projects at key gateways, major projects, or public gathering places, as appropriate.
General
Fund
Public Works
Department
Ongoing
Status: In 2025, the City did not identify any grant funding opportunities.
LU-4a Consider developing a design and improvement plan based on the City Capital Improvement Plan to strengthen landscaping, identification graphics, a wayfinding signage program, and other physical improvements to enhance major public thoroughfares and activity areas.
General
Fund
Public Works
Department
Ongoing
Status: In 2025, the City completed a project to replace all the street name signs throughout the City with new signs that include the City Logo. In addition, the City has a project to add landscaped medians on El Toro Road and enhance median/parkway landscaping throughout the city. Lastly, the City has also defined and funded a new project for branding entry way monuments.
LU-4b Seek grant funding (“greening” grants) to help offset or fully cover the cost of landscape improvements along public roadways.
General
Fund
Engineering
Division
Ongoing
Status: In 2025, the City completed the first phase of a project to replace City right-of-way parkway turf with drought tolerant landscaping (along El Toro) utilizing grant funding.
LU-4c Meet with Caltrans and the Transportation Corridor Agency (TCA) to stay informed regarding ongoing freeway improvements and review landscape plans at the City’s on and off-ramps.
General
Fund
Engineering
Division
Ongoing
Status: In 2025, the City continued reviewing the Cal Trans alternative plans for the reconstruction of the I-5 on and off-ramps for El Toro Road.
LU-5a Continually monitor the mix of uses within mixed-use areas and encourage new uses to provide new services that complement existing uses.
General
Fund
Planning
Division
Ongoing
Status: In 2023, the City’s first mixed-use project was completed known as the Shops at Portola Hills and Portola Senior Apartments. In 2025, a new fitness business located in one of the tenant spaces. The other tenant spaces are still vacant.
However, the City is working with perspective businesses to ensure that any new businesses in the mixed use project meet the Area Plan requirements that will ensure that the businesses are compatible with the residential use.
LU-5b Develop a distinct design theme with defined design standards and guidelines for each of the focus areas to foster an identifiable image for each activity center.
LEAP
Funding
Planning
Division
Completed
Item: 5
55 10
Implementation Action Funding
Source
Responsible
Party
Timing
Status: In 2022, the Lake Forest City Council approved Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts. The Zone Change included 5 new mixed-use zoning districts that are consistent with the mixed-use general plan land use designations in the five focus areas identified in the General Plan. The City created design standards and guidelines for each zoning district, which will foster an identifiable image for each focus area.
Item: 5
56 11
Implementation
Action Status
Table
Implementation Action Funding
Source
Responsible
Party
Timing
M-1a Periodically coordinate with OCTA regarding the OCTA Master Plan of Arterial Highways and inform OCTA regarding Lake Forest’s long-term mobility plans and priorities.
General
Fund
Public Works
Department
Ongoing
Status: City staff generally meets monthly with OCTA, and any Master Plan of Arterial Highway changes would be discussed at this meeting.
M-1b As part of the development review process, the Community Development Department and the Public Works Department shall require developers to complete and fund the following:
1. A local transportation analysis to ensure that the site plan incorporates City transportation goals, policies, and standards, that identifies the effects of the project on the local transportation system and identifies improvements to maintain adopted LOS standards for operations at signalized city-controlled intersections;
2. The project’s proportional share of the effects on the City’s circulation network through payment of fees; and
3. For local project-related circulation effects requiring improvements that are not included in an adopted fee program, either complete the necessary improvements or pay a proportional share of the cost.
General
Fund
Public Works
Department
Ongoing
Status: As part of the development process, the traffic engineer will determine if a project requires a local transportation analysis.
Based on the study, the developer may need to pay traffic mitigation fees or construct improvements.
M-1c Periodically review and update the City’s standard street plans to ensure that the plans reflect the City’s goals and circulation system policies.
General
Fund
Public Works
Department
Ongoing
Status: The City periodically reviews the standard street plans and no updates are needed at this time.
M-1d Participate in regional planning forums to ensure that the City’s concerns are considered at the regional level.
General
Fund
Public Works
Department
Ongoing
Status: City Staff regularly attends Orange County Council of Governments (OCCOG) technical advisory meetings.
Item: 5
57 12
Implementation Action Funding
Source
Responsible
Party
Timing
M-1e Monitor land use, circulation planning, and the development review process of neighboring jurisdictions so that the City has an opportunity to recommend that those jurisdictions consider impacts to Lake Forest.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to review and assess neighboring jurisdictions land use, circulation planning, and development review processes for potential impacts to Lake Forest intersections.
M-2a Periodically review and assess the vehicular level of service and City facilities to determine what, if any, improvements are warranted to maintain a safe and efficient flow of traffic throughout Lake Forest. Based on a thorough review of facility operations and funding availability, improvements may be included in the City’s Capital Improvement Plan and/or required as part of project approval through the development review process.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to review and assess the vehicular level of service along with City facilities periodically. The 2025-2027 Capital Improvement Plan includes multiple projects to maintain and improve flow of traffic throughout Lake Forest, including, but not limited to, traffic signal sychronization programs, street widening and re-striping projects, and street resurfacing/slurry seals projects. It is anticipated that the 2027-2029 CIP will be similar.
M-2b Maintain traffic signal-interconnect systems to coordinate and control traffic flow efficiently.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to maintain and upgrade traffic signal interconnect systems to maintain appropriate communications to the traffic signals to coordinate and control traffic flow efficiently.
M-2c Evaluate the use of roundabouts or other innovative design solutions when a thorough traffic impact assessment has been conducted, demonstrating that such an intersection design alternative would manage traffic flow and improve compatibility if it is physically and economically feasible.
General
Fund
Public Works
Department
Ongoing
Status: The City is currently preparing a Traffic Operation Improvement Study to determine potential traffic enhancements or improvements, which includes the evaluation of roundabouts at specific intersections where a traffic signal is being considered.
M-2d Periodically review and update, as necessary, the City’s Signal Coordination Plans.
General
Fund
Public Works
Department
Ongoing
Status: As part of on-going Traffic Signal Synchronization Projects, the City continues to review and update the signal timing along arterial roadways periodically.
M-3a Design, construct, operate, and maintain the street network depicted in the Mobility Element network map that provides safe and efficient access to all City areas.
General
Fund
Public Works
Department
Ongoing
Item: 5
58 13
Implementation Action Funding
Source
Responsible
Party
Timing
Status: The City continues to improve necessary street network systems, pursuant to the Mobility Element, through development projects and Capital Improvement Projects.
M-3b Develop and implement the Capital Improvement Plan to maintain and repair roadways; construct and improve roadways to build out the roadway network to ensure adequate service levels.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to develop and implement Capital Improvement Projects to ensure an adequate service level. The 2025-2027 Capital Improvement Plan includes, but is not limited to, slurry seal projects for residential streets and arterial streets, intersection improvements, and signal synchronization projects to maintain the existing roadways and to improve service levels. It is anticipated that the 2027-2029 CIP will be similar.
M-3c When planning roadway facilities, incorporate the concept of complete streets. Complete streets include design elements for all modes that use streets, including autos, transit, pedestrians, and bicycles. Complete streets shall be developed in a context-sensitive manner. For example, it may be more appropriate to provide a Class I bike path instead of bike lanes along a major arterial.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to seek opportunities to implement additional complete street elements within our street improvement projects. The current 2025-2027 Capital Improvement Plan includes the addition of Class II bike lanes in conjunction with all street widening and arterial improvement projects.
M-3d Consider the standards set forth in the latest editions of the California MUTCD and American Association of State Highway and Transportation Officials (AASHTO) Green Book for improvement and re-striping of appropriate major collector and arterial streets to accommodate Class II bike lanes or Class IV protected bikeways in both directions, as applicable to the City of Lake Forest.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to seek opportunities to implement Class II bike lanes and provide connectivity to other regional Class II bike lanes. The current 2025-2027 Capital Improvement Plan includes the addition of Class II bike lanes in conjunction with all street widening and arterial improvement projects.
M-4a Continue to participate in regional transit planning with OCTA through regular communication and coordination.
General
Fund
Public Works
Department
Ongoing
Status: The City generally meets with OCTA quarterly, and any regional transit planning does get discussed.
M-4b Monitor Federal, State, and OCTA transit funding programs to identify potential funding sources for transit programs in Lake Forest. Pursue any potential funding through the identified programs.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to monitor and seek funding for transit-oriented opportunities.
Item: 5
59 14
Implementation Action Funding
Source
Responsible
Party
Timing
M-5a Review and update the City’s Municipal Code, as necessary, to consider bicycle and pedestrian access as part of the site plan review for new development projects.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to consider opportunities through new development projects to improve bicycle and pedestrian access and provide connectivity to existing facilities.
M-6a Evaluate the applicability of traffic calming tools in appropriate areas. General Fund
Public Works
Department
Ongoing
Status: The City continues to evaluate traffic calming tools when reviewing traffic control measures to address concerns.
M-7a Periodically review the City’s parking code to ensure that it adequately addresses new types and patterns of development and new mobility technologies that may impact parking supply and/or demand in the City.
General
Fund
Public
Works/Planning
Ongoing
Status: In 2025, the City Council approved Zoning Code Amendment 11-23-5675 which includes proposed revisions to the parking regulations in the City’s Zoning Code which would promote economic development. The ordinance includes reduced parking standards for numerous uses including, but not limited to, medical offices, veterinary hospitals and clinics, dance studios, and health studios.
M-7b Consider establishing a parking permit program in areas of the City with higher concentrations of street parking complaints and ensuring that the City properly enforces existing parking restrictions and requirements.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to consider establishing parking permit programs throughout the City at the homeowner’s association and/or residents' request. The Orange County Sheriff’s Department and the City’s Parking Enforcement staff consistently enforces these parking restrictions.
M-8a Review and update the City’s Municipal Code, as necessary, to reflect Transportation Demand Management best practices.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to monitor best practices regarding Transportation Demand Management.
M-8b Consider allowing for a reduction in parking standards if comprehensive TDM programs and/or other parking strategies are provided.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to explore a reduction in parking standards when TDM programs are provided during the site development review phase.
M-8c Require developments approved based on TDM plans to incorporate monitoring and enforcement of TDM targets as part of those plans.
General
Fund
Public Works
Department
Ongoing
Status: The City requires TDM plans to have a monitoring and enforcement component to any approved development based on TDM plans.
Item: 5
60 15
Implementation Action Funding
Source
Responsible
Party
Timing
M-9a Update and implement the City’s Freight Routes Map to ensure it serves the City’s goods movement needs while considering the potential mobility conflicts and the location of sensitive land uses in the City.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to implement the City’s Freight Routes Map.
M-9b Require traffic index calculations (consistent with the State Department of Transportation) for construction on streets designated as truck routes to provide structural sections that will accommodate the projected truck volumes.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to require traffic index calculations for all new pavement and site development projects.
M-10a Develop and support a flexible financing program to fund the roadway system's construction, maintenance, and improvement.
General
Fund
Public Works
Department
Ongoing
Status: The City continues to explore flexible financing programs to fund roadway system improvements, including implementing LFTM and FCPP programs.
Item: 5
61 16
Implementation
Action Status
Table
Implementation Action Funding
Source
Responsible
Party
Timing
ED-1a Maintain an inventory of market conditions, such as market demand, labor force statistics, commercial sectors underrepresented in Lake Forest, and available sites and buildings to support business retention, expansion, and attraction efforts.
General
Fund
Economic
Development
Division
Ongoing
Status: The City utilizes ESRI Business Analyst Software to track labor force statistics, and CoStar (Commercial Real Estate Information) and Crexi to track commercial, industrial, and retail businesses throughout the City.
ED-1b Establish a policy that determines when a fiscal impact analysis and/or market study shall be required for land use and development proposals and that stipulates the general contents required for such analysis.
General
Fund
Economic
Development
Division
Ongoing
Status: In 2024, the City hired a consultant to conduct a Market Study which evaluated existing retail market conditions and provided strategies to successfully promote growth in the City. The report focused on the City's current shopping center inventory and provided recommendations for transition or re-tenant options based on shopper preferences and other economic trends.
ED-1c Implement marketing and branding strategy identified in the City’s Economic Development Action Plan.
General
Fund
Economic
Development
Division
Ongoing
Status: This City implements the marketing and branding strategy through the City’s Economic Development webpage, social media pages, and City sponsored events. The webpage is specifically dedicated to providing information to the City’s businesses.
The webpage includes pages on business development and attraction, a city profile, information regarding resources and resource partners, and available commercial space in the City. The City is active on Facebook, Instagram, and Linkedin. In addition, the City sponsors annual events such as the commercial broker round table and State of the City.
ED-1d Identify existing undeveloped, underdeveloped, or unoccupied sites and buildings that can be categorized as “opportunity sites” for business attraction and expansion, and possible City efforts to improve the marketability of these sites, such as zoning changes or infrastructure improvements.
General
Fund
Economic
Development
Division
Ongoing
Status: The City utilizes CoStar (Commercial Real Estate Information) and Crexi, to track commercial, industrial, and retail businesses throughout the City.
Item: 5
62 17
Implementation Action Funding
Source
Responsible
Party
Timing
ED-1e Identify a range of incentives, including but not necessarily limited to, bonds, assistance programs, and other benefits to attract a desirable, diverse range of companies to Lake Forest.
General
Fund
Economic
Development
Division
Ongoing
Status: The City has no Business License requirement, offers Expedited Business Assistance Meetings, manages a dedicated Economic Development Webpage (LakeForestBusiness.com), hosts a variety of events in coordination with the local Chamber that provide networking opportunities and information about resources, provides access to free resources including the Small Business Administration, Small Business Development Center, Orange County Workforce Solutions, and more.
ED-2a Maintain and expand business engagement efforts such as a business visitation program, annual business survey, business awards, and annual recognition ceremony. Partner with the Lake Forest Chamber of Commerce to improve the effectiveness of business engagement efforts.
General
Fund
Economic
Development
Division
Ongoing
Status: Staff conducts business visitations on a regular basis. The City contracts with the Lake Forest Chamber of Commerce on a variety of events including business mixers, a new business reception, State of the City/Meet the Mayor, a social media workshop, a business expo, and more.
ED-2b Continue to prepare and share economic development marketing packages for business retention and expansion, business attraction, and business start-ups.
General
Fund
Economic
Development
Division
Ongoing
Status: The City has a webpage (lakeforestbusiness.com) specifically dedicated to providing information to the City’s businesses.
The webpage includes pages on business development and attraction, business resources, available commercial space in the City, and an event calendar. The City’s Economic Development Division also provides handouts on these topics for attendees at events and visitors to City Hall.
ED-2c Provide information on small business assistance programs, the agencies regulating small businesses, and distribute small business resources directories.
General
Fund
Economic
Development
Division
Ongoing
Status: The City’s business webpage (lakeforestbusiness.com) also provides links to the organizations that partner with City to provide business resources, including SCORE, U.S. Small Business Administration, Orange County Workforce Solutions, Lake Forest Chamber of Commerce, IRS, and the California Employment Development Department. The City’s Economic Development Division also provides handouts on these topics for attendees at events and visitors to City Hall.
ED-3a Establish a business retention program that annually inventories existing industries and businesses, identifies businesses that may be at risk of closure or relocation outside of the community, includes periodic meetings with existing companies in the identified growth industries to identify service needs and assess the City’s ability to address those needs, and actively seeks to retain existing businesses that are at risk of leaving the City.
General
Fund
Economic
Development
Division
Ongoing
Item: 5
63 18
Implementation Action Funding
Source
Responsible
Party
Timing
Status: The City actively meets with businesses on an annual basis. Additionally, the Economic Development Division maintains a “Business Registration List” of all registered businesses in the City.
ED-3b Review, and update as necessary, zoning and other development regulations and application review and permitting process in order to ensure consistency with land use policies in this General Plan aimed at spurring job growth and economic development. Revisions may include increased flexibility regarding use types, business operations, site development standards, reduced parking standards near transit stations, or other changes intended to reduce impediments to development consistent with the goals of this General Plan.
General
Fund
Planning
Division
Ongoing
Status: In 2022, the Lake Forest City Council approved Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts. The Zone Change included 5 new mixed-use zoning districts that are consistent with the mixed-use general plan land use designations. The new zoning districts provide increased flexibility regarding the use of the re-zoned properties. In 2025, the City approved Zoning Code Amendment 11-23-5675 which includes proposed revisions to the City’s Zoning Code which would promote economic development. For example, the ordinance includes reduced parking standards for numerous uses including, but not limited to, medical offices, veterinary hospitals and clinics, dance studios, and health studios. The ordinance also eliminates the need for veterinary offices and animal clinics or hospitals to obtain a Site Development Permit by adding regulations directly in the Code. Lastly, the ordinance also includes allowing Day Care uses with approval of a Use Permit in the A1-Agriculture District.
These changes will provide more flexibility regarding use types and expand the locations that these specific types of businesses can locate within the City.
ED-3c Ensure that zoning and other development regulations do not include internal conflicts or other unintended development impediments that would limit full and complete utilization of sites zoned for commercial and light industrial activities, consistent with the maximum densities and development intensities allowed by the zoning code.
General
Fund
Planning
Division
Ongoing
Status: In 2025, the City approved Zoning Code Amendment 11-23-5675 which includes proposed revisions to the City’s Zoning Code which would promote economic development. For example, the ordinance includes reduced parking standards for numerous uses including, but not limited to, medical offices, veterinary hospitals and clinics, dance studios, and health studios. The ordinance also eliminates the need for veterinary offices and animal clinics or hospitals to obtain a Site Development Permit by adding regulations directly in the Code. Lastly, the ordinance also includes allowing Day Care uses with approval of a Use Permit in the A1-Agriculture District. These changes will provide more flexibility regarding use types and expand the commercial locations that these specific types of businesses can locate within the City. Additionally, in 2025, the City hired a consultant to draft a study to analyze the adaptability of the business park and industrial building stock in the City.
Item: 5
64 19
Implementation Action Funding
Source
Responsible
Party
Timing
ED-3d Promote the establishment of workplace alternatives, including home occupations, shared workspaces, and telecommuting.
General
Fund
Economic
Development
Division
Ongoing
Status: The City’s business webpage (lakeforestbusiness.com) provides resources for all businesses, including home occupations.
City promotes all types of workspaces on the City’s website.
ED-4a Periodically review and update the City’s Economic Development Action Plan to set the short-term economic development priorities for the City of Lake Forest, to identify business engagement efforts, and target meetings with key groups and networking events.
General
Fund
Economic
Development
Division
Ongoing
Status: The City frequently reviews the Economic Development Action plan and develops new Economic Development programming based on the plan. Based on the review of the action plan, the City continually targets meeting with businesses throughout the City, and providing a variety of events that promote networking and access to resources/key stakeholders.
ED-5a Maintain and publicize information about career development and training services available through the Orange County Workforce Investment Board and adult and continuing education services available through local public and private educational institutions.
General
Fund
Economic
Development
Division
Ongoing
Status: The City partners with various resource agencies including Orange County Workforce Solutions, Small Business Development Center, Lake Forest Chamber of Commerce, and more on Job Fairs. The City also promotes training and education seminars from regional institutions including Saddleback College, Irvine Valley College, and more.
ED-6a Review and revise Zoning Ordinance, as necessary, to allow for flexibility and diversity in commercial and mixed-use development, in order to attract new and desired development typologies.
General
Fund
Planning
Division
Ongoing
Status: In 2022, the Lake Forest City Council approved Zone Change 03-22-5511 related to the addition of new mixed-use zoning districts. The Zone Change included 5 new mixed-use zoning districts that are consistent with the mixed-use general plan land use designations. The new zoning districts provide increased flexibility regarding the use of the re-zoned properties. In 2025, the City approved Zoning Code Amendment 11-23-5675 which includes proposed revisions to the City’s Zoning Code which would promote economic development. For example, the ordinance includes reduced parking standards for numerous uses including, but not limited to, medical offices, veterinary hospitals and clinics, dance studios, and health studios. The ordinance also eliminates the need for veterinary offices and animal clinics or hospitals to obtain a Site Development Permit by adding regulations directly in the Code. Lastly, the ordinance also includes allowing Day Care uses with approval of a Use Permit in the A1-Agriculture District.
These changes will provide more flexibility regarding use types and expand the locations that these specific types of businesses can locate within the City.
Item: 5
65 20
Implementation
Action Status
Table
Implementation Action Funding
Source
Responsible
Party
Timing
RR-1a Pursue available resources to fund facilities and parkland maintenance, acquisition, and/or development such as General Fund, private donations, gifts and endowments, special districts, and federal and state grants.
General
Fund/
CDBG
Funds
Public Works
Department
Ongoing
Status: In 2025, the City did not receive any grant funds.
RR-1b Continue the City’s systematic completion of Americans with Disabilities Act (ADA) compliance upgrades for City parks and recreation facilities.
General
Fund
Engineering
Division
Ongoing
Status: In fiscal year 2025/2026, the City allocated CDBG funds for new audible pedestrian signals in the City’s public rights-ofway.
RR-1c Promote volunteer opportunities through various City media, including the City’s website, social media, and printed publications.
General
Fund
Community
Services
Division
Ongoing
Status: The City’s website includes a page dedicated to volunteering opportunities (https://www.lakeforestca.gov/departments/human_resources/volunteer/index.php ). The page includes both opportunities for volunteering through the City, and other agencies, such as Orange County Sheriff’s Department and Orange County Animal Care.
In 2025, the City initiated the “Love Lake Forest” program (https://lovelakeforest.org/) which organizes groups of volunteers to assist Lake Forest residents in need (widow, single parent, elderly, etc.) by assisting with a manual labor project such as painting, repairs, and property maintenance. The program is administered through the Community Preservation division.
RR-1d Periodically review and update the park in-lieu fee ordinance as-necessary to better reflect current costs and needs to address park demand generated by infill development.
General
Fund
Planning
Division
Ongoing
Status: The City periodically reviews all the City’s fees, including the City’s park-in-lieu, which is set by City ordinance. During the last fee study, the City’s park-in-lieu fee was determined to be sufficient and was not changed.
RR-1e Periodically review and update the fees charged for facility rentals, recreation programs, and other activities to ensure that they are appropriate and equitable.
General
Fund
Community
Services
Division
Ongoing
Item: 5
66 21
Implementation Action Funding
Source
Responsible
Party
Timing
Status: The City conducted a fee study in 2023, and the fees went in to effect in July 2024. The City hires a third-party consultant to assure that the fees are appropriate and equitable. Staff is in the beginning phases of looking at fees for an upcoming fee study.
RR-2a Prepare and distribute in electronic and hard-copy format resource guides regarding public access to regional and local open space.
General
Fund
Community
Services
Division
Ongoing
Status: The City’s website includes a page dedicated to Parks and Fields (https://lakeforestca.gov/departments/community_services/parks_fields/index.php ). The page includes a park guide for all the City parks, a list of walking trails in the City, and a link to the Orange County Parks website for information on the County trails in Lake Forest. In addition, there is a park facility map in each issue of the City’s bi-annual newsletter, “The Leaflet: City News and Recreation Guide.” The Leaflet is mailed out to all residents and hard copies of the Leaflet are provided at City facilities.
RR-2b Periodically coordinate with neighboring jurisdictions to share plans regarding open space protection and access.
General
Fund
Planning
Division
Ongoing
Status: Staff is currently exploring various methods to implement Assembly Bill 1889, which would require the City’s Recreation and Resources element to consider the effect of development within the jurisdiction on the movement of wildlife and habitat connectivity. This process will require coordination with the City’s neighboring jurisdictions.
RR-3a City staff shall require applicants for future proposed ground disturbing projects to provide a technical cultural resources assessment consisting of a record search, survey, background context and project specific recommendations performed by a qualified archaeologist meeting Secretary of the Interior Standards and certified by the County of Orange.
If resources are known or reasonably anticipated the recommendations shall provide a detailed mitigation plan which shall require monitoring during grading and other earthmoving activities in undisturbed sediments, provide a treatment plan for potential resources that includes data to be collected, requires professional identification, other special studies as appropriate, requires curation at an accredited museum such as the John D. Cooper Center operated by the County of Orange for artifacts meeting significance criteria, requires a comprehensive final mitigation compliance report including a catalog of specimens with museum numbers and an appendix containing a letter from the museum stating that they are in possession of the materials.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: As required by CEQA, the Planning Division requires the applicant of a ground disturbing project to prepare a technical cultural resources assessment as described in this implementation action.
Item: 5
67 22
Implementation Action Funding
Source
Responsible
Party
Timing
RR-3b Require all new development, infrastructure, and other ground-disturbing projects to comply with the following conditions in the event of an inadvertent discovery of cultural resources or human remains:
• If construction or grading activities result in the discovery of significant historic or prehistoric archaeological artifacts or unique paleontological resources, all work within 100 feet of the discovery shall cease, the Director of Community Development shall be notified, the resources shall be examined by a qualified archaeologist, paleontologist, or historian for appropriate protection and preservation measures; and work may only resume when appropriate protections are in place and have been approved by the Community Development Director; and
• If human remains are discovered during any ground disturbing activity, work shall stop until the Director of Community Development and the Orange County Coroner have been contacted. If the human remains are determined to be of Native American origin, the Native American Heritage Commission and the most likely descendants shall be consulted; and work may only resume when appropriate measures have been taken and approved by the Community Development Director.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The Planning Division has a standard Condition of Approval that is placed on relevant entitlement applications to ensure compliance with this implementation action.
RR-3c City staff shall require applicants for future proposed projects with intact extant building(s) more than 45 years old to provide a historic resource technical study evaluating the significance and data potential of the resource. If significance criteria are met, detailed mitigation recommendations are required as part of the technical study. All work will be performed by a qualified architectural historian meeting Secretary of the Interior Standards.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The Planning Division requires the applicant of a development project to prepare this study when intact extant buildings more than 45 years old are present on a site.
RR-3d Require all development, infrastructure, and other ground-disturbing projects to comply with the following conditions in the event of an inadvertent discovery of a paleontological resource:
• If construction or grading activities result in the discovery of significant prehistoric archaeological artifacts or unique paleontological resources, all Project
Applicant
Deposit
Planning
Division
Ongoing
Item: 5
68 23
Implementation Action Funding
Source
Responsible
Party
Timing
work within 100 feet of the discovery shall cease, the Director of Community Development shall be notified, the resources shall be examined by a qualified archaeologist, paleontologist, or historian for appropriate protection and preservation measures; and work may only resume when appropriate protections are in place and have been approved by the Director of Community Development.
Status: The Planning Division has a Standard Condition of Approval that is placed on relevant entitlement applications.
RR-4a Review all new industrial and commercial development projects for potential air quality impacts to residences and other sensitive receptors.
Ensure that mitigation measures and best management practices are implemented to reduce significant emissions of criteria pollutants.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: As required by the City’s CEQA Guidelines and State CEQA laws, the Planning Division requires the applicant of a new industrial or commercial development to prepare a technical air quality study with mitigation measures, as applicable.
RR-4b Review development, infrastructure, and planning projects for consistency with SCAQMD requirements during the CEQA review process. Require project applicants to prepare air quality analyses to address SCAQMD and General Plan requirements, which include analysis and identification of:
1. Air pollutant emissions associated with the project during construction, project operation, and cumulative conditions.
2. Potential exposure of sensitive receptors to toxic air contaminants.
3. Significant air quality impacts associated with the project for construction, project operation, and cumulative conditions.
4. Mitigation measures to reduce significant impacts to less than significant or the maximum extent feasible where impacts cannot be mitigated to less than significant.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: In accordance with the City’s adopted “CEQA Significance Thresholds” document, all air quality analyses for development and infrastructure projects address SCAQMD requirements.
RR-4c Work with Orange County and the South Coast Air Quality Management District to implement programs aimed at improving regional air quality.
General
Fund
Community
Development
Ongoing
Status: In 2025, the City launched the new sustainability page housed under the Community Development Department of the City’s general website. The City’s Sustainability page
(https://www.lakeforestca.gov/departments/community_development/sustainability/index.php ) offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners such as the South Coast Air Quality Management District (South Coast AQMD) that can save them money and support the environment.
Item: 5
69 24
Implementation Action Funding
Source
Responsible
Party
Timing
RR-4d Continue to review development projects to ensure that all new public and private development complies with the California Code of Regulations (CCR), Title 24 standards as well as the energy efficiency standards established by the Lake Forest Municipal Code.
General
Fund
Building
Division
Ongoing
Status: The City adopted (by reference) the 2022 Edition of the California Standards Code (California Code of Regulations, Title 24). All applicable plans submitted for building permits are reviewed for compliance with these Codes.
RR-4e Monitor GHG emissions generated by the community over time for consistency with the established GHG reduction targets, and update the City’s community GHG Inventory every five years. In the event that the City determines that ongoing efforts to reduce GHG emissions are not on track to meet the City’s adopted GHG reduction targets, the City shall establish and adopt new and/or revised GHG reductions measures that will effectively meet the established GHG reduction targets.
General
Fund
Community
Development
Ongoing
Status: In 2025, the City completed the GHG Inventories Update, which provides an update to the baseline year inventory (for year 2020), as well as updates to the GHG inventory forecasts for years 2030, 2040, and 2050, and compares the City’s progress in achieving its GHG reduction targets as established in the Lake Forest 2040 General Plan.
The GHG Inventory Update includes the Community GHG Emissions Inventory, which identifies the major sources and the overall magnitude of GHG emissions in Lake Forest for baseline year 2020 (representing an update to the 2015 baseline year GHG inventory provided in the Lake Forest 2020 General Plan Recirculated Draft EIR). The GHG inventory was prepared to provide a recent measure of emissions for the City to understand its baseline starting point in terms of meeting its reduction targets. The GHG inventory is prepared for the year 2020, which is a commonly used baseline year and for which applicable data was available, and which is also consistent with the City of Lake Forest’s intention to update their baseline inventory year GHG inventory every five years.
The City included numerous policies and actions in the General Plan to reduce GHG emissions associated with buildout of the General Plan. The GHG Inventory Update also includes additional local GHG reduction measures that the City of Lake Forest could undertake to achieve the total GHG emissions reductions needed to achieve their near-term (i.e. year 2030) GHG emissions target. Based on the analysis provided within the 2020 GHG Inventory Update, inclusive of federal and State actions, as well as the local GHG reduction measures, Lake Forest would meet the applicable per capita target for year 2030.
RR-4f Provide the necessary facilities and infrastructure to facilitate the use of City-owned low or zero emission vehicles such as electric vehicle charging facilities and conveniently located alternative fueling stations at key City facilities as operations necessitate and/or as funding becomes available.
General
Fund/Grants
Public Works
Department
Ongoing
Item: 5
70 25
Implementation Action Funding
Source
Responsible
Party
Timing
Status: City Hall has 15 electric vehicle charging stations, 2 stations in the fleet vehicle secure parking area, 2 stations in the parking area directly next to City Hall, and 11 stations in the parking garage.
RR-4g Evaluate and consider multi-modal transportation benefits to all City employees, such as free or low-cost monthly transit passes. Encourage employer participation in similar programs. Encourage new transit/shuttle services and use.
General
Fund
Human
Resources
Division
Ongoing
Status: In 2024, City staff initiated the City’s Sustainability Implementation Program (SIP). As part of the SIP, the City hired a consultant to identify and analyze potential sustainability programs for City facilities and staff, including multi-modal transportation benefits. In 2025, the consultant finalized a “Sustainable Program Implementation Recommendations Table”, which summarizes the timeline, benefits, cost, and feasibility of each sustainable program options and includes recommendations for each program, based on the program’s potential applicability in Lake Forest. City staff will utilize this table for consideration of potential employee programs in the establishment of the budget, during each budget cycle.
RR-4h Evaluate and consider the feasibility of allowing private bicycle rental companies to operate in Lake Forest.
General
Fund
Planning
Division
Completed
Status: In 2024, City staff initiated the City’s Sustainability Implementation Program (SIP). As part of the SIP, the City hired a consultant to prepare a report evaluating the feasibility of allowing private bicycle rental companies to operate in Lake Forest. The report concluded that implementing a bikeshare program in the City of Lake Forest, with its existing land use and transportation infrastructure, is not recommended at this time due to its low density, high auto ownership and dependence, abundance of free parking, distances between housing and activity centers, and poor transit service.
RR-4i Encourage community car-sharing and carpooling. General Fund
Planning
Division
Completed
Status: In 2024, City staff initiated the City’s Sustainability Implementation Program (SIP). As part of the SIP, the City created a flyer that encourages carpooling with a QR Code to the “CoolCalifornia.org” resources and a flyer that encourages vanpooling with QR Codes to the OCTA vanpool program, and similar programs in adjacent counties. These flyers are displayed at the City’s front counter. The City’s website, also includes a link to the OCTA vanpool program.
RR-4j Support the establishment and expansion of a regional network of electric vehicle charging stations and encourage the expanded use of electric vehicles.
General
Fund
Building and
Planning
Division
Ongoing
Status: In 2025, the City has reviewed 10 new EV charging stations, without any discretionary review or approvals.
RR-4k Establish and adopt standards and requirements for electric vehicle parking, including minimum requirements for the installation of electric vehicle charging stations in new multi-family residential and commercial, office, and light industrial development.
General
Fund
Building
Division
Completed
Item: 5
71 26
Implementation Action Funding
Source
Responsible
Party
Timing
Status: The City adopted the 2022 California Green Building Code 4.160.4 and 5.106.5, which includes minimum requirements for the installation of electric vehicle charging stations in new multi-family residential and commercial, office, and light industrial development.
RR-4l Periodically review and update the City’s Green Building Program to reflect best practices, such as encouraging the use of cement substitutes and recycled building materials for new construction.
General
Fund
Building
Division
Ongoing
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php ). The City’s sustainability page offers both local residents and businesses information and links to learn about sustainability recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include a “Green Building for Businesses” page that promotes Green Building, including the use of sustainable and carbon-neutral energy sources, and the use of cement substitutes and recycled building materials for new construction . The page also includes information about Green Building, information and links about Cal Green (The California Green Building Standards Code), and information about the U.S. Green Building Council.
RR-4m Update the City’s Green Building Program to promote the reduction of urban heat islands through vegetation management and cool surfaces.
Encourage multi-family residential and nonresidential development to increase the use of higher-albedo materials for surfaces including roofs, parking areas, driveways, roads, and sidewalks. Encourage developments with parking lot areas to shade these areas with vegetation or solar panels when appropriate. Support various programs to plant and maintain trees, which can also contribute to a reduction of urban heat islands.
General
Fund
Building and
Planning
Divisions
Complete
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php ). The City’s sustainability page offers both local residents and businesses information and links to learn about sustainability recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include a “Green Building for Businesses” page that promotes Green Building. The page includes a section specifically about green building practices that reduce urban heat islands, including a description of vegetation management and cool surfaces, and encourages development to utilize these practices. The page also includes information and links about Cal Green (The California Green Building Standards Code), and information about the U.S. Green Building Council.
RR-4n Future development projects implemented under the General Plan will be required to demonstrate consistency with SCAQMD construction emission thresholds. Where emissions from individual projects exceed SCAQMD thresholds, the following actions shall be incorporated as necessary to General
Fund
Planning and
Building
Divisions
Ongoing
Item: 5
72 27
Implementation Action Funding
Source
Responsible
Party
Timing
minimize impacts. These measures do not exclude the use of other, equally effective mitigation measures.
• Require all off-road diesel equipment greater than 50 horsepower (hp) used for this Project to meet USEPA Tier 4 final off-road emission standards or equivalent. Such equipment shall be outfitted with Best Available Control Technology (BACT) devices including a California Air Resources Board Certified Level 3 Diesel Particulate Filter (DPF) or equivalent. This DPF will reduce diesel particulate matter and NOx emissions during construction activities. •
Require a minimum of 50 percent of construction debris be diverted for recycling.
• Require building materials to contain a minimum 10 percent recycled content.
• Require materials such as paints, primers, sealants, coatings, and glues to have a low volatile organic compound concentration compared to conventional products. If low VOC materials are not available, architectural coating phasing should be extended sufficiently to reduce the daily emissions of VOCs.
Status: During the CEQA process, these measures, or very similar measures, are added as mitigation measures and/or conditions of approval.
RR-4o Future development projects implemented under the General Plan will be required to demonstrate consistency with SCAQMD’s operational emission thresholds. For projects where operational emissions exceed regulatory thresholds, the following measures may be used to reduce impacts. Note the following measures are not all inclusive and developers have the option to add or substitute measures that are equally or more appropriate for the scope of their project.
• Develop a project specific TDM program for residents and/or employees that provides opportunities for carpool/vanpools.
• Provide onsite solar/renewable energy in excess of regulatory requirements. • Require that owners/tenants of non-residential or multifamily residential developments use architectural coatings that are 10 grams per liter or less when repainting/repairing properties. • Require dripless irrigation and irrigation sensor units that prevent General
Fund
Planning
Division
Ongoing
Item: 5
73 28
Implementation Action Funding
Source
Responsible
Party
Timing
watering during rain storms.
• Ensure all parking areas are wired for capability of future EV charging and include EV charging stations that exceed regulatory requirements.
Status: During the CEQA process, these measures, or very similar measures, are added as mitigation measures and/or conditions of approval.
RR-5a Maintain a buffer area between natural (not manmade) waterways and urban development to protect water quality and riparian areas.
Applicant
Funded
Deposit
Planning
Division
Ongoing
Status: During the environmental review for new projects, the applicant is required to submit biologic and hydrologic studies as well as a Water Quality Management Plan to ensure adequate buffers and protection of water quality.
RR-5b Require new development, as well as infrastructure projects, long-range planning projects, and other projects, to comply with the requirements of the Orange County Central-Coastal Natural Community Conservation Plan/Habitat Conservation Plan (NCCP/HCP) to ensure that potentially significant impacts to special-status species and sensitive resources are adequately addressed.
Applicant
Funded
Deposit
Planning
Division
Ongoing
Status: During the environmental review for new projects, the applicant is required to submit biological studies and to comply with the requirement of the NCCP/HCP, as applicable.
RR-5c Require new development which has the potential to result in water quality impacts to the City’s creeks and the local groundwater basin to implement all feasible mitigation measures to reduce impacts.
Applicant
Funded
Deposit
Engineering
and
Environmental
Compliance
Divisions
Ongoing
Status: As part of the City’s development process, the applicant is required to submit a Water Quality Management Plan that details the necessary compliance measures that will be implemented to eliminate or reduce impacts. There are no significant groundwater basins in south Orange County.
RR-5d Publicize volunteer-based programs that organize community creek restoration and/or cleanup events and provide public education regarding the benefits of city and regional water resources.
General
Fund
Environmental
Compliance
Division
Ongoing
Status: In 2025, the City’s Environmental Compliance Division actively collaborated with other south Orange County agencies to host “H2O for HOAs,” which is an outreach and education event targeting HOAs, boards of directors, property managers, and contractors to benefit the creeks, watersheds, and to reduce or eliminate pollution and promote water conservation. In addition, the City incorporates programmatic planning which includes creek restoration and other water resource project opportunities into its Local Implementation Plan, Water Quality Improvement Plan, and is a participating agency in two Integrated Regional Water Item: 5
74 29
Implementation Action Funding
Source
Responsible
Party
Timing
Management Plans coordinating multi-benefit projects targeting grant funding opportunities. Each of these project planning initiatives has critical components which facilitate participation and input from non-governmental organizations (NGOs), and the public. Moreover, the City also promotes and hosts several cleanup events throughout the City which focus on education and efforts to prevent pollutants from entering in the local waterways and environmental resources.
RR-6a Regularly monitory the level of service provided by waste and recycling collection contractors to ensure that service levels meet the terms of the contract.
General
Fund
Public Works
Department
Ongoing
Status: The franchise hauler, CR&R, provides monthly reports to the City with certain performance measures based on the franchise agreement. The City meets with CR&R monthly to review these measures.
RR-6b Include standard language in requests for services and in City agreements requiring contractors to use best management practices to maximize diversion of waste from the landfill in order to meet the City’s specified diversion rates.
General
Fund
Public Works
and Finance
Departments
Ongoing
Status: Standard language is included in requests for services and in City agreements for services that would generate waste. For example, landscape contractors are required to submit monthly green waste diversion reports to the City. In addition, construction contractors are required to submit proof of waste diversion to the City per the standard construction contract.
RR-6c Encourage recycling, reuse, and appropriate disposal of hazardous materials, including the following:
• Increased participation in single family and multifamily residential curbside recycling programs;
• Increased participation in commercial and industrial recycling programs for paper, cardboard, and plastics;
• Reduce yard and landscaping waste through methods such as composting, grass recycling, and using resource efficient landscaping techniques; and
General
Fund
Public Works
Department
Ongoing
Status: The City’s solid waste hauler, CR&R, employs two recycling coordinators, dedicated solely to the City of Lake Forest, to encourage residential and commercial recycling. CR&R performs waste characterization studies and provides education materials to residents and businesses to instruct and encourage proper recycling. In 2021, the City implemented organics recycling as required by SB 1383. In 2025, CR&R provided kitchen counter food waste pails to all single family households.
RR-6d Encourage local businesses to provide electronic waste (e-waste) drop-off services and encourage residents and businesses to properly dispose of, or recycle, e-waste.
General
Fund
Public Works
Department
Ongoing
Item: 5
75 30
Implementation Action Funding
Source
Responsible
Party
Timing
Status: The City’s solid waste hauler, CR&R, provides curbside e-waste collection. In addition, the City promotes e-waste recycling through its annual Household Hazardous Waste drop-off event. In 2025, the City implemented residential door-side pickup of household hazardous waste. The City’s website has further information regarding free e-waste recycling provided by the County of Orange at its four Household Hazardous Waste collection sites.
Item: 5
76 31
Implementation
Action Status
Table
Implementation Action Funding
Source
Responsible
Party
Timing
PS-1a Review development proposals to ensure compliance with California Health and Safety Code Section 19100 et seq. (Earthquake Protection Law), which requires that buildings be designed to resist stresses produced by natural forces such as earthquakes and wind.
General
Fund
Building
Division
Ongoing
Status: The City has adopted (by reference) the 2022 Edition of the California Building Standards Code (California Code of Regulations, Title 24) with local amendments. The City’s Building Division reviews all development proposals and ensures that all new buildings are designed in accordance with the California Building Standards Code.
PS-1b Update building, zoning, and grading codes as needed to ensure adopted standards mitigate potential seismic hazards and comply with the AlquistPriolo Act and Unreinforced Masonry Law.
General
Fund
Building
Division
Ongoing
Status: The City has adopted (by reference) the 2022 Edition of the California Building Standards Code (California Code of Regulations, Title 24) with local amendments, which addresses potential seismic hazards and complies with the Alquist-Priolo Act and Unreinforced Masonry Law.
PS-1c Establish a public relations and education program to increase public awareness on potential geologic and seismic hazards in the community, their associated risks, and preparedness strategies.
General
Fund
Management
Services
Ongoing
Status: The City’s website has an emergency preparedness webpage, that includes specific information on earthquake preparedness (https://lakeforestca.gov/departments/public_safety/emergency_preparedness/earthquake_preparedness.php). In addition, this year the City mailed postcards to all households with information referencing evacuation zones and included information on the various means the City will notify residents during an emergency.
PS-2a In the event of a significant wildfire in the upslope areas east of the City, the City shall immediately coordinate with relevant federal, state, and local agencies, including but not limited to the USDA, USFS, CAL FIRE, the Orange County Flood Control District, and OCFA to establish and implement, as feasible, a flooding and debris flow prediction and monitoring program. The intent of the program shall be to map and assess General
Fund
Public Works Ongoing
Item: 5
77 32
Implementation Action Funding
Source
Responsible
Party
Timing
the likelihood of debris flow (in %), potential volume of debris flow (in m3), and combined relative debris flow hazard. In the event that a flood or debris flow risk is predicted during a subsequent storm event, the City shall implement procedures contained in the Emergency Operations Plan to notify residents and business owners of evacuation orders in affected areas. This action is written and adopted with the understanding that the City of Lake Forest does not possess the resources to implement such a monitoring program independently, and must rely on the expertise and resources of outside agencies.
Status: The City did not have any wildfires in 2025. However, when there is a wildfire in the City, the City coordinates with the County of Orange to establish a debris flow prediction and monitoring program.
PS-2b If applicable, mitigate existing non-conforming publicly owned development to contemporary fire safe standards where feasible, including road standards and vegetative hazards
General
Fund
Public Works Ongoing
Status: The City conducts weed abatement when necessary on all public property to reduce vegetative fire hazards.
PS-2c Continue to require that all new habitable structures be designed in accordance with the most recent California Building and Fire Code with local amendments adopted by the City, including the use of fire sprinklers in residential structures.
General
Fund
Building
Division
Ongoing
Status: The City has adopted (by reference) the 2022 Edition of the California Building Standards Code (California Code of Regulations, Title 24) with local amendments. These codes include both the 2022 California Building Code and Fire Code. All applicable plans submitted for building permits are reviewed for compliance with these Codes.
PS-2d Participate in Mutual Aid Agreements with neighboring cities and the Orange County Operational Area, described in the 2019 Unified County of Orange and Orange County Operational Area Emergency Operations Plan, as required by the Orange County Fire Authority.
General
Fund
Ongoing
Status: The City participates in Mutual Aid Agreements with neighboring cities, as required by OCFA.
PS-3a Monitor changes in Federal and State laws and regulations related to local flood protection, including the National Flood Insurance Program and incorporate necessary changes into the Municipal Code, the City's Emergency Operations Plan, and building codes as required and ensure that the City’s regulations continue to require that new development within flood hazard zones is consistent with this Safety Element and is required to General
Fund
Engineering
and Water
Quality
Divisions
Ongoing
Item: 5
78 33
Implementation Action Funding
Source
Responsible
Party
Timing
meet the flood protection requirements of State law, including but not limited to Government Code Sections 65007, 65865.5, 65962 and 66474.5.
Status: The City monitors changes in federal and state laws related to local flood protection. In 2025, no changes in these laws have required changes to the City’s Municipal Code, the City's Emergency Operations Plan, or the local amendments to the City’s building codes. As part of the City’s monitoring efforts, however, the City has been actively tracking and submitting written comments to the US Army Corps of Engineers and the US Environmental Protection Agency as part of the federal rule making concerning the legal and regulatory definition and application of waters of the United States, also known as “WOTUS”. The City’s participation and efforts in the federal rule making concerning WOTUS has continued over three presidential administrations and is focused on potential significant negative impacts to the City’s ability to operate and maintain its storm drain and flood control infrastructure in order to preserve and protect life and property as well as implement an effective environmental program for pollution prevention and enforcement. As part of the review of new developments in flood hazard zones, the City ensures that the development is consistent with the General Plan’s Safety Element and applicable State laws.
PS-3b Continue to disseminate information on flooding, flood control on private property, floodplains, and flood preparedness to the public.
General
Fund
Engineering
Division
Ongoing
Status: The City responds to resident’s emails and phone calls related to questions about Flood Zones. The City’s website also includes an online FEMA flood map.
PS-3c Communicate with FEMA annually regarding updates to Flood Insurance Rate Maps and Letter of Map Revisions.
General
Fund
Engineering
Division
Ongoing
Status: FEMA periodically coordinates with the City on Letter of Map Revisions. The City did not receive any Letter of Map revisions in 2025.
PS-3d Periodically review county, state, and federal flood control best practices and incorporate appropriate standards into the Municipal Code.
General
Fund
Engineering
Division
Ongoing
Status: The City periodically reviews changes to county, state and federal flood control best practices. In 2025, no changes in these best practices have required any changes to the City’s Municipal Code.
PS-3e Work with the Orange County Flood Control District to apply for grants that provide funding for local drainage controls, FEMA’s Hazard Mitigation Grant and Flood Mitigation Assistance Programs, and their Pre-disaster Mitigation Program, CalEPA and the CA State Water Resources Control Board offer grants to municipalities throughout California.
General
Fund
Engineering
Division
Ongoing
Status: In 2020, the City submitted a grant request for potential funding of improvements to the Serrano Creek channel. After nominating the Serrano Creek areas for OCFCD project consideration for multiple years, it was not nominated during 2025 because the OCFCD indicated they would not support a Serrano Creek project. The City will continue to seek grants to allocate funds towards the implementation of approved mitigation strategies. Funding will be added during year four of the adopted LHMP in preparation for the 5-year update.
Item: 5
79 34
Implementation Action Funding
Source
Responsible
Party
Timing
PS-4a As part of the development review process, require projects that result in significant risks associated with hazardous materials to include measures to address the risks and reduce the risks to an acceptable level.
General
Fund
Planning
Division
Ongoing
Status: As part of the CEQA process, an initial study requires that impacts from hazardous materials be studied. When risks are associated with hazardous materials, the environmental consultant will provide appropriate mitigation measures to reduce the risk.
PS-4b Continue to require the submittal of information regarding hazardous materials manufacturing, storage, use, transport, and/or disposal by existing and proposed businesses and developments to the Orange County Fire Authority.
General
Fund
Building
Division
Ongoing
Status: The City’s Building Division provides information and the OCFA application for hazardous materials manufacturing, storage, use, transport, and/or disposal for existing and proposed businesses and developments.
PS-4c Continue to promote off-site hazardous materials and/or electronic waste drop-off.
General
Fund
Public Works
Department
Ongoing
Status: The City hosts an annual Household Hazardous Waste Event each year to collect and dispose of hazardous wastes at no charge to the City’s residents. In 2025, the City implemented residential door-side pickup of household hazardous waste.
Additionally, the City’s website has a page dedicated to trash and recycling (https://www.lakeforestca.gov/departments/public_works/trash_and_recycling/residential_services.php). The webpage includes information on where to safely dispose of hazardous materials and electronic waste.
PS-5a Explore grant funding for the preparation of a Local Hazard Mitigation Plan for the City of Lake Forest.
General
Fund
Community
Development
Completed
Status: In 2021, the City submitted a grant application for funding for the preparation of a Local Hazard Mitigation Plan. In 2022, the City received grant funding for $82,000 from CalFire for the Local Hazard Mitigation Plan. The LHMP preparation was included as part of the FY 22-23 budget. The City will continue to seek grants to allocate funds towards the implementation of approved mitigation strategies. Funding will be added during year four of the adopted LHMP in preparation for the 5-year update.
PS-5b Regularly practice implementation of the City’s Emergency Operations Plan and update it regularly.
General
Fund
Management
Services
Ongoing
Status: The City continues to ensure that all employees are current with the Department of Homeland Security, Federal Emergency Management Agency online courses. Staff has been trained on utilizing radio connected to the Countywide radio system.
PS-5c Regularly review County and State emergency response procedures that must be coordinated with City procedures.
General
Fund
Management
Services
Ongoing
Status: Through the regular monthly participation of the Orange County Emergency Management Organizations (OCEMO) updates to the County Plans and State response procedures are reviewed.
Item: 5
80 35
Implementation Action Funding
Source
Responsible
Party
Timing
PS-6b To ensure that noise does not adversely affect new sensitive receptors, the City will use land use compatibility noise criteria for various land use types in Table PS-1 when making planning and development decisions. The criteria in Table PS-1 represent the acceptable noise level for new sensitive receptors.
Existing and future noise contours from transportation noise in the City are provided in Figure 1 and Figure 2. The future noise contours in Figure 2 will be used as a guide for land use and development decisions. If the noise level at a project does not exceed the outdoor activity area allowable noise level in Table PS-1, the project is considered compatible with the noise environment.
If the project will exceed the allowable outdoor activity area and interior space noise levels in Table PS-1, the project proponent shall be required to demonstrate (with an acoustical analysis) that the project is designed to attenuate noise to meet the criteria in Table PS-1, and California Building Standards Code, and California Green Building Standards Code (Title 24) interior noise standards. If the project is not designed to meet the noise criteria, noise reduction measures may be recommended in the analysis. If the analysis demonstrates that the noise criteria can be met with implementation of the noise reduction measures, the project may be approved with the noise reduction measures required as conditions of project approval.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The City’s development process requires a noise study for most zone changes, and new development. All noise studies must show compliance with the City’s noise ordinance and the City’s General Plan Noise criteria, including this implementation action.
PS-6c To ensure that noise from new development does not adversely affect existing sensitive receptors, the City will require acoustical studies for all new discretionary projects, including those related to development and transportation, which have the potential to generate stationary noise impacts which exceed the criteria identified in the Municipal Code. The studies shall include existing ambient noise measurements, estimates of projected noise levels, and noise reduction measures necessary to ensure compliance with this element.
Project
Applicant
Deposit
Planning
Division
Ongoing
Item: 5
81 36
Implementation Action Funding
Source
Responsible
Party
Timing
Status: The City’s development process requires a noise study for most new development and for uses that could potentially generate noise impacts. The noise study must show compliance with the City’s noise ordinance and the General Plan Noise criteria.
PS-6d In making a determination of traffic noise impacts under the California Environmental Quality Act (CEQA), a significant impact will occur if ambient noise levels have a substantial increase and the resultant noise levels are in excess of the City’s criteria. Generally, a 3 A-weighted decibel (dBA) increase in noise levels is barely perceptible. Therefore, increases in noise levels shall be considered significant when the following occurs:
When existing noise levels are between 60 dBA and 65 dBA CNEL, a 3 dBA CNEL increase in noise will be considered significant; When existing noise levels exceed 65 dBA CNEL, a 1.5 dBA CNEL increase in noise will be considered significant.
Project
Applicant
Deposit
Planning
Division
Ongoing
Status: The City’s CEQA thresholds related to noise have been updated to reflect this implementation action. When projects requires a CEQA review, these CEQA thresholds are utilized in the initial study analysis for each project.
PS-6f The City should require new residential projects located adjacent to freeways or rail lines to follow applicable Caltrans-adopted vibration criteria to ensure that residential uses are not exposed to vibrations exceeding annoyance thresholds. When required, this shall be accomplished through a vibration study estimating vibration levels at the habitable buildings of the vibration-sensitive use and providing reduction measures necessary to ensure compliance with applicable criteria.
General
Fund
Planning
Division
Ongoing
Status: Since the adoption of the 2040 General Plan, the City has not had any new applications for residential projects located adjacent to major freeways or rail lines.
PS-7a Provide information and resources to the public and businesses regarding steps the City is taking to address the issue of climate change.
General
Fund
Planning
Division
Completed
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php ). The City’s Sustainability page, housed under the Community Development Department of the City’s general website, offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners such as the South Coast Air Quality Management District (South Coast AQMD), Southern California Edison (SCE), and Southern California Gas Company (SoCalGas) that can save them money and support the environment. Educational and promotional flyers were Item: 5
82 37
Implementation Action Funding
Source
Responsible
Party
Timing
developed that are available for the public at the Community Development Department counter about carpooling, energy assistance, and energy upgrades.
PS-7b Study the transition to energy-efficient street lights, such as LEDs, for Cityowned light facilities. General Fund
Public Works
Maintenance
Division
Ongoing
Status: In 2025, the City completed the Heroes Park Electrical Repairs project, which was approved under the 2021-2023 Capital Improvement Projects. The project repairs aged infrastructure preparing the park for future improved LED lighting upgrades. The City also started replacement of Citywide streetlights with energy efficient LED lights in partnership with SCE. Etnies Skate Park energy efficient LED lighting project is also defined and funded as part of the CIP program with tentative implementation date in 2026.
PS-7c Consider purchasing only electric or alternative-energy vehicles for the City vehicle fleet, as appropriate, based on the intended use of the vehicle.
General
Fund
Finance
Department/
Ongoing
Status: In 2025, the City did not purchase any vehicles.
PS-7d Evaluate the feasibility for government-constructed and/or -operated new development to exceed the CalGreen Tier 1, or successor program, standards.
General
Fund
Planning
Division
Completed
Status: In 2024, City staff initiated the City’s Sustainability Implementation Program (SIP). As part of the SIP the City hired a consultant to evaluate the feasibility for government-constructed and/or -operated new development to exceed the CalGreen Tier 1, or successor program, standards. The consultant provided a table of CalGreen Tier 1 and Tier 2 Voluntary Measures for both Residential and Non-Residential construction projects. The table assessed the potential financial impacts of each measure and highlighted easily attainable measures. Currently, the City does not have any building construction projects. However, this list may be used to assist in the design of future government constructed and/or -operated development.
PS-7e Promote the use of sustainable and carbon-neutral energy sources in new development as directed by the California Green Building Standards Code.
General
Fund
Building
Division
Completed
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php ). The City’s sustainability page offers both local residents and businesses information and links to learn about sustainability recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include a “Green Building for Businesses” page that promotes Green Building, including the use of sustainable and carbon-neutral energy sources.
The page includes information about Green Building, information and links about Cal Green (The California Green Building Standards Code), and information about the U.S. Green Building Council.
Item: 5
83 38
Implementation Action Funding
Source
Responsible
Party
Timing
PS-7f Explore using renewable energy and clean generation technologies such as solar, wind, biogas, or fuel cells to power City facilities where appropriate.
General
Fund
Public Works
Department
Ongoing
Status: In 2024, City staff initiated the City’s Sustainability Implementation Program (SIP). As part of the SIP, the City hired a consultant to identify and analyze potential sustainability programs for City facilities and staff, including potential solar, wind, biogas, or fuel cells to power City facilities. In 2025, the consultant finalized a “Sustainable Program Implementation Recommendations Table”, which summarizes the timeline, benefits, cost, and feasibility of each sustainable program options and includes recommendations for each program, based on the program’s potential applicability in Lake Forest. The consultant’s analysis showed that the wind, biogas, and fuel cell energy as low feasibility options due to the extremely high costs, and lack of vacant land in the City. The recommendations show solar technologies as a medium feasibility. The City’s Civic Center was built with solar canopies in the parking structure. The study identifies additional solar technology options, such as solar panels on the roofs of City owned buildings, solar canopies in the City’s Sports Park, and solar powered compacting bins. The recommendation includes looking for grants for these types of projects to lower the high costs of the installation and maintenance of these solar technologies. City staff will utilize these recommendations for consideration of potential Capital Improvement Projects during the establishment of the budget, during each budget cycle. Additionally, City staff will research potential grants for these type of solar projects.
Item: 5
84 39
Implementation
Action Status
Table
Implementation Action Funding
Source
Responsible
Party
Timing
PF-1a Regularly coordinate with outside service providers and other agencies regarding their public facility plans and provide local input on goals, objectives, and projects.
General
Fund
Public Works
Department
Ongoing
Status: The City holds quarterly utility coordination meetings with all the City’s utility companies (electric, phone, cable, water).
The coordination meetings allow the City and the utilities to coordinate projects and provide input on public facility plans. The City also regularly coordinates with the Orange County Flood Control District on flood control infrastructure and stormwater pollution prevention matters.
PF-1b Maintain records regarding the quality and status of public facilities and critical infrastructure and use this information to inform the capital improvement planning process.
General
Fund
Public Works
Department
Ongoing
Status: The City’s maintenance inspectors inspect and report the quality and status of public facilities and critical infrastructure.
This data is maintained in an excel database. This data is referenced during the creation of the CIP projects program, which occurs every two years.
PF-2a Coordinate with the Southern California Association of Governments and the Governor’s Office of Planning and Research to stay informed of legislation and documentation of the nexus between land use, house, transportation, and sustainability.
General
Fund
Planning
Division
Ongoing
Status: City staff regularly attends the Orange County Council of Government (OCCOG) technical advisory committee meetings, which include frequent discussions about regional planning and new legislation. The OCCOG TAC meetings also have frequent presentations from Southern California Association of Governments (SCAG) staff. City staff attends training throughout the year on new legislation related to land use, housing, transportation, and sustainability.
PF-2b Continue to evaluate project impacts in accordance with the California Environmental Quality Act.
General
Fund
Planning
Division
Ongoing
Status: All discretionary decisions are reviewed in accordance with CEQA. Annually the City updates the “City of Lake Forest Local Guidelines for Implementing the California Environmental Quality Act” (“City’s CEQA Guidelines”). The City’s CEQA Item: 5
85 40
Implementation Action Funding
Source
Responsible
Party
Timing
Guidelines were last updated in June of 2025. The annual update ensures that the City’s CEQA Guidelines are consistent with all new State CEQA laws.
PF-3a Continue to require, as part of the development review process, project applicants to demonstrate sufficient access to water resources to service the project area.
General
Fund
Planning
Division
Ongoing
Status: As part of the development process, a developer for new construction on a vacant site, as applicable, is required to provide a will serve commitment letter from the corresponding Water District.
PF-3b Continue educational outreach designed to increase public participation in water conservation and water quality awareness through printed material and the City’s website and social media accounts.
General
Fund
Environmental
Compliance
Division
Ongoing
Status: The City actively engages in ongoing efforts targeting water conservation as part of its comprehensive pollution prevention and enforcement program. A cornerstone of the City’s efforts is continuing as an active member in the county-wide public education and outreach committee with overarching programmatic efforts directed into the “Overwatering is Out” campaign. More information about these and other efforts can be found at H2OC.org. The City also regularly partners with local water districts to facilitate joint efforts of pollution prevention and water conservation including current and past grant-funded projects. One of several initiatives that the City is working on includes the Large Landscape Upgrade Program, under the RainSmart Rebates Pilot Program. This initiative is a collaborative grant funded program to facilitate conversion of high water use landscaping (including non-functional turfgrass) into low water use landscape and incorporation of stormwater capture BMPs. In addition, the City’s website includes an “Environmental Compliance” page
(https://www.lakeforestca.gov/departments/public_works/environmental_compliance/index.php ) with more resources and referencing including Best Management Practice (BMP) Fact Sheets that address water conservation and pollution prevention through prohibitions of dry weather discharges. Furthermore, the City uses multiple print and social media platforms to publish outreach and educational materials with the goal of providing substantive information to create positive behavior change through community based social marketing methodologies.
PF-4a Develop public education material on wastewater management strategies and assist in distributing the material, along with a reference to the water districts’ websites, to Lake Forest community members. The information could be distributed online via the City’s website and/or social media accounts as well as in hard-copy at City Hall or other City facilities.
General
Fund
Environmental
Compliance
Division
Ongoing
Status: The City’s website includes an “Environmental Compliance – Pollution Prevention” page (https://www.lakeforestca.gov/departments/public_works/environmental_compliance/index.phpThe webpage includes many resources and references such as Best Management Practices (BMP) Fact Sheets and brochures related to wastewater management and sanitary sewer overflows. The Fact Sheets and brochures describe the requirements and prohibitions for wastewater discharges generated from any activity. The activity-specific BMP requirements are organized into general categories Item: 5
86 41
Implementation Action Funding
Source
Responsible
Party
Timing
including residential/homeowner’s associations, land development, industrial and commercial business , etc. In addition, the brochures are also available at the City’s front counter, provided during City inspections, or during public outreach activities.
Moreover, the City’s website has a “Utility Services” page with links to the City’s three water and sewer service providers (https://www.lakeforestca.gov/community/resident_guide/utility_services.php) PF-5a Project designs shall minimize drainage concentrations, minimize impervious coverage, utilize pervious paving materials, utilize low impact development (LID) strategies, and utilize Best Management Practices (BMPs) to reduce stormwater runoff.
Project
Applicant
Deposit
Engineering
Division
Ongoing
Status: The City’s development process requires applicable projects to provide a Water Quality Management Plan (WQMP), that is reviewed by the City Engineering staff. A WQMP requires a project design that minimizes drainage concentrations, including mitigation of hydromodification impacts, minimizes impervious coverage, utilizes low impact development (LID) strategies, and utilizes Best Management Practices (BMPs) to reduce or eliminate stormwater runoff.
PF-5b Promote the use of LID strategies in new development and redevelopment projects, including but not limited to the use of canopy trees and shrubs, vegetated swales, and permeable paving.
Project
Applicant
Deposit
Engineering
Division
Ongoing
Status: The City’s development process requires applicable projects to provide a Water Quality Management Plan (WQMP), that is reviewed by the City Engineering staff. The City requires the use of low impact development (LID) strategies including infiltration, bioretention, harvest and use, biotreatment, etc. in new development and significant redevelopment projects.
PF-5c Require new development to mitigate increases in stormwater peak flows and/or volume. Mitigation measures, such as LID strategies, should take into consideration impacts on adjoining lands in the City.
Project
Applicant
Deposit
Engineering
Division
Ongoing
Status: The City’s development process requires applicable projects to provide a Water Quality Management Plan (WQMP), that is reviewed by the City Engineering staff. The City requires new development and significant redevelopment projects to account for time of concentration and runoff volumes within drainage management areas in a comprehensive plan for stormwater management. The project applicant must also address hydromodification impacts and account for sediment transport concerns.
PF-5d Identify which storm water and drainage facilities are in need of repair and address these needs through the City’s Capital Improvement Program.
General
Fund
Engineering
Division
Ongoing
Status: The City inspects all storm drains once to twice a year. During the inspection, the storm drains are cleaned and any necessary minor repairs are performed. Data collected during the inspections are documented in an excel database. This data is referenced during the creation of the CIP projects program, which occurs every two years.
PF-5e Confer with utility providers regarding major development plans and participate in the planning of the extension of utilities.
General
Fund
Engineering
Division
Ongoing
Item: 5
87 42
Implementation Action Funding
Source
Responsible
Party
Timing
Status: The City holds quarterly utility coordination meetings with all the City’s utility companies (electric, phone, cable, water).
The coordination meetings allow the City and the utilities to coordinate major development plans and the extension of utilities.
PF-6a Continue to review development projects to ensure that all new public and private development complies with the California Code of Regulations, Title 24 standards as well as the energy efficiency standards established by the General Plan and the Municipal Code.
General
Fund
Building
Division
Ongoing
Status: The Building Division reviews all plans for conformance with Title 24 standards.
PF-6b Develop a public education program to increase public participation in energy conservation, including information on programs that provide free or low-cost energy efficiency audits and retrofits to existing buildings.
General
Fund
Planning
Division
Completed
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php). The City’s sustainability page offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include two pages for energy conservation for residents and businesses. These pages include recommendations for energy conservation, and information with links to energy saving programs that can help residents and businesses retrofit their buildings with energy efficient utilities and appliances, while saving them money and supporting the environment. The Energy Upgrade California link includes a free do-ityourself energy efficiency audit to assist residents make their homes more efficient. The website includes information and links from programs from agencies such as Southern California Edison (SCE), California Energy Commission, Energy Star, Energy Upgrade California, Go Green Business Energy Financing, and Southern California Gas Company (SoCalGas). Additionally, the City has new sustainability flyers at the front counter that includes the Energy Upgrade California “Do-It-Yourself” home energy audit, information on the SCE Energy Savings Assistance Program, and information on switching to electric. All the flyers include QR codes with links to related websites.
PF-6c Cooperate with other agencies, jurisdictions, and organizations to expand energy conservation programs.
General
Fund
Planning
Division
Ongoing
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php). The City’s sustainability page offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include two pages for energy conservation for residents and businesses. These pages include recommendations for energy conservation, and information with links to energy saving programs that can help residents and businesses retrofit their buildings with energy efficient utilities and appliances, while saving them money and supporting the environment. The Energy Upgrade California link includes a free do-ityourself energy efficiency audit to assist residents make their homes more efficient. The website includes information and links from programs from agencies such as Southern California Edison (SCE), California Energy Commission, Energy Star, Energy Item: 5
88 43
Implementation Action Funding
Source
Responsible
Party
Timing
Upgrade California, Go Green Business Energy Financing, and Southern California Gas Company (SoCalGas). Additionally, the City has new sustainability flyers at the front counter that includes the Energy Upgrade California “Do-It-Yourself” home energy audit, information on the SCE Energy Savings Assistance Program, and information on switching to electric. All the flyers include QR codes with links to related websites.
PF-6d Support SCE and other private partners to promote widespread marketing through the City’s newsletter, flyers, and website to encourage conservation and greater energy efficiency in homes and businesses.
General
Fund
Planning
Division
Ongoing
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php). The City’s sustainability page offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include two pages for energy conservation for residents and businesses. These pages include recommendations for energy conservation, and information with links to energy saving programs that can help residents and businesses retrofit their buildings with energy efficient utilities and appliances, while saving them money and supporting the environment. The Energy Upgrade California link includes a free do-ityourself energy efficiency audit to assist residents make their homes more efficient. The website includes information and links from programs from agencies such as Southern California Edison (SCE), California Energy Commission, Energy Star, Energy Upgrade California, Go Green Business Energy Financing, and Southern California Gas Company (SoCalGas). Additionally, the City has new sustainability flyers at the front counter that includes the Energy Upgrade California “Do-It-Yourself” home energy audit, information on the SCE Energy Savings Assistance Program, and information on switching to electric. All the flyers include QR codes with links to related websites.
PF-6e Promote the CEC Building Energy Benchmarking Program (AB 802) on the City’s website to help benchmark and monitor energy use for participating businesses seeking to increase energy efficiency and realize cost savings.
General
Fund
Planning
Division
Completed
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php). The City’s sustainability page offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners. The page includes information on the California Energy Commission’s (CEC) Energy Benchmarking Program and includes a link to the state website.
PF-6f Educate City residents via the City’s newsletter, flyers, website, and at community events about appliance and equipment incentives and rebates offered by utility providers, the CEC, and the South Coast Air Quality Management District.
General
Fund
Planning
Division
Ongoing
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php). The Item: 5
89 44
Implementation Action Funding
Source
Responsible
Party
Timing
City’s sustainability page offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners. The website includes information and links from programs from agencies such as Southern California Edison (SCE), California Energy Commission, Energy Star, Energy Upgrade California, Go Green Business Energy Financing, Southern California Gas Company (SoCalGas) and South Coast Air Quality Management District (AQMD). Additionally, the City has new sustainability flyers at the front counter that includes information on the SCE Energy Savings Assistance Program, and information on switching to electric. All the flyers include QR codes with links to related websites.
PF-6g Support SCE by promoting the energy and cost saving benefits of solar hot water heating systems for businesses and residents in the City through the City website, newsletter, and handouts.
General
Fund
Planning
Division
Ongoing
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php). The City’s sustainability page offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically includes a page for energy conservation for residents. These pages include recommendations for energy conservation, which includes solar hot water heating systems and a link with more information. SCE does not currently have any cost saving benefits specifically for solar hot water heating systems.
However, SCE does have rebates and programs related to heat pump water heaters. The website includes information and links from multiple SCE programs and rebates for the heat pump water heaters. Additionally, the City has a new sustainability flyer, displayed at the City’s public counter, that includes information about “switching to electric.” The flyer explains the benefits of electric heat pump water heaters, and includes a QR Code the SCE related rebates. The City also has a flyer displayed at the City’s public counter related to the SCE Energy Savings Assistance Program, which is a program that helps pay for energy saving home improvements, including the installation of heater pump water heaters.
PF-6h Support SCE by promoting residential retrofit programs through the City’s newsletter, flyers, and website to help homeowners convert to all electrical appliances and HVAC systems, consistent with the goals established in SCE’s Pathway 2045 efforts.
General
Fund
Planning
Division
Ongoing
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php). The City’s sustainability page offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include two pages for energy conservation for residents and businesses. These pages include recommendations for energy conservation, and information with links to energy saving programs that can help residents and businesses retrofit their buildings with energy efficient utilities and appliances, while saving them money and supporting the environment. The website includes information and links from multiple SCE programs and rebates. Additionally, the City has new sustainability flyers at the front counter that includes information on the Item: 5
90 45
Implementation Action Funding
Source
Responsible
Party
Timing
SCE Energy Savings Assistance Program, and information on switching to electric. All the flyers include QR codes with links to related websites.
PF-6i Promote, via the City’s website and materials for residents and businesses, participation in SCE’s Green Rate program, which allows residential and business electricity customers to pay low monthly fees to meet electricity needs from either 50 percent or 100 percent renewable sources.
General
Fund
Planning
Division
Completed
Status: In 2025, the City’s Sustainability webpages launched, which are housed under the Community Development Department of the City’s general website (https://www.lakeforestca.gov/departments/community_development/sustainability/index.php). The City’s sustainability page offers both local residents and businesses information and links to learn about recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include a page for energy conservation for residents. This page include recommendations for energy conservation, and includes information and links from multiple SCE programs and rebates, including the Green Rate Program. Additionally, the City has new sustainability flyers at the front counter that includes information on energy conservation and includes QR codes to the SCE website.
PF-6j Provide a related flyer at the public counter and strongly encourage new development projects to install electrified space (HVAC) and water heating systems in lieu of natural gas systems, above and beyond the requirements of Title 24 (2019 version), consistent with the strategies identified in SCE’s Pathway 2045, before and during the building plan check process.
General
Fund
Building and
Planning
Divisions
Completed
Status: In 2025, the City created a flyer displayed at the City’s public counter that includes information about “switching to electric.” The flyer explains the benefits of electric heat pump water heaters, electric heat pump HVAC systems, and electric induction stoves. The flyer also includes a QR Code the SCE related rebates. The City also has a flyer displayed at the City’s public counter related to the SCE Energy Savings Assistance Program, which is a program that helps pay for energy saving home improvements, including the installation of heater pump water heaters, for eligible households.
PF-6k Periodically review and revise existing City ordinances regulating the placement, maintenance, and operation of cell facilities; revise as needed to implement the General Plan.
General
Fund
Planning
Division
Ongoing
Status: The City periodically reviews and revises the City’s wireless communication facilities ordinance (Zoning Code Chapter
9.162), which was last updated in 2022.
PF-7a The Orange County Fire Authority and City Engineer will review proposed development projects and street networks to evaluate the accessibility for fire engines and other emergency response functions.
General
Fund
OCFA/
Engineering
Division
Ongoing
Item: 5
91 46
Implementation Action Funding
Source
Responsible
Party
Timing
Status: As part of the development process, both the Orange County Fire Authority and the City Engineer review all new construction projects and street networks to ensure compliance with the City’s standards and OCFA requirements related to accessibility for fire engines and other emergency response functions.
PF-8a Continue to coordinate and promote crime and fire prevention and suppression programs with the community.
General
Fund
OCSD/OCFA Ongoing
Status: Crime prevention and fire prevention tips are shared on social media platforms. The City has hosted park events for residents on topics home insurance, fire prevention, and education tips. The Community Emergency Response Team (CERT) Program conducted two sessions and provided information about emergency preparedness during city events.
PF-8b Participate in regional and sub-regional planning forums that may address matters affecting the quality of life in Lake Forest and the region.
General
Fund
Planning
Division
Ongoing
Status: City staff regularly attends the Orange County Council of Governments (OCCOG) technical advisory committee meetings, which include frequent discussions about regional planning and new legislation that may affect the quality of life in the region.
PF-10a Regularly coordinate with outside service providers and other agencies regarding their public facility plans and provide local input on goals, objectives, and projects.
General
Fund
Engineering
Division
Ongoing
Status: The City holds quarterly utility coordination meetings with all the City’s utility companies (electric, phone, cable, water).
The coordination meetings allow the City and the utilities to coordinate projects and provide input on public facility plans.
Item: 5
92 47
Implementation
Action Status
Table
Implementation Action Funding
Source
Responsible Party Timing
HW-1a Continue to assess the quality of accessible facilities and amenities for seniors and disabled residents at parks and public spaces.
General
Fund
Public
Works/Community
Services
Ongoing
Status: In 2025, the City continued to assess the quality of accessible facilities for seniors and disabled residents, as exemplified by the following City projects:
• Community Services staff continued to partner with business’ who specialize in offering classes and programs to the Special Needs Community and held a Special Needs Resource Fair in March of 2025. The resource fair gave parents and service providers the chance to network, exchange information, and learn about new techniques. The City also partnered with Orange County Special Olympics to highlight volunteer opportunities in the City’s Leaflet Publication. • The City allocated CDBG funds to upgrade to Accessible Pedestrian Signals (APS) in the City’s public rights-of-way. • The City maintains two Universally Accessible Playgrounds in the City (Cherry Park and Pittsford Park).
HW-2a Promote local healthy food sources and regional farmers' markets. General Fund
Community Services Ongoing
Status: The City allows a weekly Certified Farmers Market at the City’s Sports Park.
HW-2b Assess the proximity of public transit to local health facilities and advocate for mobility and transportation improvement where necessary.
General
Fund
Public
Works/Community
Services
Ongoing
Status: The City of Lake Forest offers door-to-door transportation to Lake Forest senior residents via Age Well Senior Services (AWSS) and CA Yellow Cab at reduced costs, including transportation to non-emergency medical appointments and to the City’s Senior Clubhouse
HW-3a Develop a resource guide for City residents focused on neighborhood upkeep, home maintenance, and community safety.
General
Fund
Community
Development
Completed
Status: The Community Development Department developed a resource guide for residents that focused on property maintenance, and neighborhood safety. The guide, which is available in both English and Spanish, includes helpful contacts to other agencies related to property maintenance. The guide is provided to residents by Code Enforcement officers in the field and is available on the Item: 5
93 48
Implementation Action Funding
Source
Responsible Party Timing
City’s website: https://www.lakeforestca.gov/departments/community_development/code_enforcement/index.php.
HW-3b Promote and encourage local crime watch programs within City neighborhoods.
General
Fund
OCSD Ongoing
Status: The Crime Prevention Specialist provides information to Homeowner Associations to address resident safety concerns such as parking enforcement, and crime. As an active participant in the City’s Neighborhood Improvement Task Force, OCSD has been providing information to residents during events. Information was provided at City Events, City publications and on social media.
HW-3c Continue community policing efforts and other relationship-building programs that have been put in place.
General
Fund
OCSD Ongoing
Status: The City continues the following programs to encourage community policing efforts:
• The Senior Team of Active Retirees (STARS) Volunteers are contacting businesses about the Business Watch program. They are encouraging businesses to join the program and update contact information. • Through the Homeless Outreach program, OCSD and the City are working with business property managers and business owners to deal with any issues related to the unhoused. Having the appropriate paperwork in place allows OSCD to enforce any persons trespassing on private property.
HW-3d Ensure that low-income and minority populations have equal influence in the land-use decision-making process by utilizing culturally appropriate approaches to public participation and involvement.
General
Fund
Management
Services/Community
Services/Community
Development
Ongoing
Status: The City provides interpreters, which are available by request, to members of the public that prefer to make their public comments at a City Council meeting in Spanish or Chinese. This information is provided on each City Council agenda in English, Spanish, and Chinese. Removing the English proficiency barrier will advance the City’s goal of ensuring that the entire community is engaged and informed.
Item: 5
94 CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/17/2026
DEPARTMENT: Community Development
SUBJECT:
2025 ANNUAL HOUSING ELEMENT PROGRESS REPORT
RECOMMENDED ACTION(S):
Authorize staff to submit the 2025 Annual Housing Element Progress Report to the State Department of Housing and Community Development and the Governor's Office of Planning and Research.
EXECUTIVE SUMMARY:
State law requires the City to prepare an annual progress report (“APR”) on the status and implementation of the City’s General Plan Housing Element. The report must be considered at a public meeting and is required to be submitted to the State Department of Housing and Community Development (“HCD”) and the Governor’s Office of Planning and Research (“OPR”) before April 1st of each year. The form, which is provided by HCD, is an excel workbook file with 14 tables. For the City Council’s review and approval, staff attached a copy(.pdf) of the completed draft 2024 Annual Progress Report to this report (Attachment).
The report includes data on the City’s 2025 entitled, permitted, and completed housing units; information on the City’s affordable housing projects; and an annual status update on each of the City’s Housing Element Programs. In 2025, the City entitled 50 new residential units, issued building permits for 89 units, and 126 units completed construction. The housing units that were issued permits and/or completed construction included single-family detached units, the Meadows Senior Housing Affordable project, and accessory dwelling units (28 ADUs were permitted and 17 ADUs completed construction). To date, during this Housing Element cycle (2021-2029), the City issued building permits to 983 residential units.
Staff recommend the City Council authorize staff to submit the 2025 Annual Housing Element Progress Report to HCD and OPR.
Item: 6
95 BACKGROUND:
The Housing Element is a section of the City’s General Plan that addresses housing needs and conditions within Lake Forest. It identifies goals, policies, and programs that the City uses to guide actions related to housing. Government Code Section 65400 requires all cities and counties to prepare an APR on the status and implementation of their housing elements. The report form is provided by HCD each year. The 2025 APR covers the period from January 1st to December 31st of 2025. The report must be considered at a public meeting and is required to be submitted to HCD and OPR before April 1st of each year. The City Council adopted the 2021-2029 (6th cycle) Housing Element originally on January 4, 2022. Based on comments from HCD, the 6th cycle Housing Element was updated and subsequently adopted by the City Council on August 16, 2022 (first revision) and January 3, 2023 (second and final revision). HCD certified the 2021-2029 Housing Element on February 24, 2023.
DISCUSSION:
The 2025 APR form, which was provided by HCD, is an excel workbook file with 14 tables. For the City Council’s review, staff attached a copy of the completed draft 2025 Annual Progress Report tables to this report (Attachment). The following is a list of the 14 tables in the APR with a summary of the data provided by staff for each table:
Summary Table
The summary table is self-populated and provides a summary of the data in Table A2. The table documents that in 2025:
• The City issued building permits for 89 residential units • 126 units completed construction
• All residential units were infill projects (as defined by HCD) • One housing application (Aspan Street Affordable Apartments) was deemed completed
• 50 residential units (Aspan Street Affordable Apartments) were entitled • No residential units were approved under the Senate Bill (“SB”) 35 streamlining provisions.
Table A: Housing Development Applications Submitted
On March 14, 2025, the City deemed one housing development application complete. The housing application was Streamlined Housing Permit (SHP) 01- 25-5767 for the construction of the Aspan Street Affordable Apartments, a 50-unit Item: 6
96 affordable housing apartment complex developed by National Community Renaissance located at 22741 Aspan Street. This project was also approved ministerially by the Director of Community Development on June 10, 2025. This year, HCD also required this table to include submitted applications, which were deemed complete, for building permits for Accessory Dwelling Units (ADUs). This year, the City had 25 completed applications for building permits for ADUs.
Table A2: Annual Building Activity Report Summary- New Construction, Entitled, Permits and Completed Units
This is the largest worksheet in the APR and includes 25 columns of information related to residential units that have been entitled, issued building permits, or completed construction in 2025. The table also includes information about the affordability of the units. In summary, the table indicates that in 2025, the City entitled 50 new residential units, issued building permits for 89 units, and 126 units completed construction. The housing units that were issued permits and/or completed construction included single-family detached units, the Meadows Senior Housing Affordable project, and accessory dwelling units (28 ADUs were permitted and 17 ADUs completed construction).
Table B: Regional Housing Needs Allocation Progress Permitted Uses Issued by Affordability
Table B illustrates the City’s progress towards the Regional Housing Needs Assessment (“RHNA”) Allocation for Cycle 6. This table is locked by HCD and cannot be modified by staff. The table includes information from the City’s previous APRs and displays the number of units, by income level, permitted by the City each year of the Housing Element cycle (starting on June 30, 2021).
The table compares this data with the City’s Cycle 6 RHNA allocations. Table 1 below is a summary of the data in the worksheet:
Table 1: Summary of Table B (RHNA Progress for Cycle 6) Income Level
RHNA
Allocation by
Income Level
Total Units
Permitted
(6/30/21-
12/31/2025)
Total Remaining
RHNA by Income
level
Very Low 956 86 870
Low 543 116 427
Moderate 559 6 553
Above Moderate 1,178 775 403
Total 3,236 983 2,253
Item: 6
97 Table C: Sites Identified or Rezoned to Accommodate Shortfall Housing Need
Table C only needs to be filled out if one or more of the following occurred:
• The City identified an unaccommodated need of sites from the previous planning period (Government Code section 65584.09)
• The City has a shortfall of sites as identified in the Housing Element (Government Code section 65583, subdivision (c)(1))
• The City is identifying additional sites required by No Net Loss law (Government Code section 65863)
None of these occurred, therefore, Table C was left blank.
Table D: Program Implementation Status pursuant to GC Section 655583 The City’s current Housing Element includes 24 specific Housing Programs that were adopted with the current 2021-2029 Housing Element (6th cycle). HCD added six new columns to Table D for reporting year 2025, requiring cities to breakdown each housing program by different objectives, provide quantified outcomes for each objective, and provide a link for any relevant documentation.
Table D includes each housing program by objective, the status of the objective, a brief description of the 2025 status of the implementation of each Program, the new quantified outcomes for each objective, and any relevant supporting documents.
Table E: Commercial Development Bonus Approved pursuant to GC Section 65915.7
When a commercial developer that includes an affordable housing component has entered into an agreement for partnered housing (between the commercial developer and the housing developer) to contribute affordable housing through a joint project or two separate projects, the City is required to provide a commercial development bonus. Table E was left blank because the City did not receive any applications for such development and, therefore, has not approved any commercial development bonuses.
Table F: Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Table F is an optional table to report existing housing units that were converted to affordable units, or existing affordable units with expired covenants that were preserved as affordable units. In 2025, the City did not convert or preserve any existing housing units to affordable units.
Item: 6
98 Table F2: Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code Section 65400.2
Table F2 is an optional table to report multifamily units that have been converted to deed restricted moderate income housing pursuant to Government Code Section 65400.2 to receive RHNA credit. Table F was left blank because the City did not convert any multifamily units to deed restricted moderate income housing.
Table G: Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Table G was left blank because the City’s current Housing Element Sites Inventory does not include any locally owned lands.
Table H: Locally Owned Surplus Sites
Table H includes the City’s only surplus site, which is a 0.16 acre site on El Toro Road, southwest of Jeronimo Road, (APN: 614-021-31).
Table J: Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915
Table J reports density bonuses that were approved related to student housing, per state laws. Table J was left blank because the City did not have any new student housing approved in the City.
Table K: Tenant Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance when the jurisdiction submits their annual progress report (Government Code 7061 (SB 649, 2022, Cortese)). Within the restrictions of state law, examples of local tenant preferences for affordable housing projects may be local residents that have been displaced or evicted, low-income residents that reside in the neighborhood, or low-income residents that live or work in the City. The City of Lake Forest does not have a local tenant preference policy, as noted in Table K.
Table L: List of Historic Designations Listed by City in the Past Year Table L is a new table added to the APR for reporting year 2025. Pursuant to AB 2580 (signed into law in 2024) the State requires the City to provide a list of all historic designations listed on any national, state or local register of historic places and the status of any housing development projects proposed for the new Item: 6
99 historic designations. The City has not listed any properties on any historic registers and therefore this table is blank.
LEAP Reporting Table
This table reports the status of projects that were included in the City’s Local Early Action Planning (“LEAP”) Grant application. The City was awarded $300,000 from the LEAP program to be used for the City’s Accessory Dwelling Unit (“ADU”) ordinances, the Mixed-Use Zoning Ordinance, and the Housing and Safety Element Updates. In 2023, the State provided the full reimbursement of LEAP grant funds to the City. As this was completed in 2023, this table is not required to be filled out this year.
Staff recommend that the City Council authorize staff to submit the Annual Housing Element Progress Report to HCD and OPR. The APR would be submitted electronically to both agencies.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
Draft 2025 Annual Housing Element Progress Report
Initiated By: Jennifer Mansur, AICP, Senior Planner
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
Item: 6
100
Attachment 1
Item: 6
101
Jurisdiction Lake Forest
Reporting Year 2025
Housing Element Planning Period 6th Cycle
Current Year
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 27
Deed
Restricted 0
Non-Deed
Restricted 0
62 89
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 0 61 44
2 to 4 units per structure 0 0 0
5+ units per structure 50 0 65
Accessory Dwelling Unit 0 28 17
Mobile/Manufactured Home 0 0 0
Total 50 89 126
Infill Housing Developments and Infill Units Permitted # of Projects Units 89 89
00 26
75 72
0 0
0 Income Rental Ownership Total
Acutely Low 00 0
Extremely Low 00 0
Very Low 00 0
Low 00 0
Moderate 00 0
Above Moderate 00 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 00
SB 9 (2021) - Residential Lot Split 00
AB 2011 (2022) 00
SB 6 (2022) 00
SB 423 (2023) 00
Ministerial and Discretionary Applications # of Units
Ministerial 26 75
Discretionary 00
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 1 Number of Units in Applications Submitted Requesting a Density Bonus 50 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 0 0
Total Housing Applications Submitted:
Number of Proposed Units in All Applications Received:
Total Housing Units Approved:
Total Housing Units Disapproved:
Total Units
Housing Applications Summary
Use of SB 423 Streamlining Provisions - Applications
Number of SB 423 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
Programs Implemented
Sites Rezoned to Accommodate the RHNA
(Jan. 1 - Dec. 31)
10/15/2021 - 10/15/2029
Units Constructed - SB 423 Streamlining Permits
Number of SB 423 Streamlining Applications Approved
Very Low
Low
Moderate
Acutely Low
Extremely Low
Item: 6
102
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Historic Sites Application Status Project Type Notes 2 34 6 7 8 9 10 12 13 14
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit Category (SFA,SFD,2 to 4,5+,ADU,MH) Tenure R=Renter O=Owner Date Application Submitted (see instructions) Acutely Low- Income Deed Restricted Acutely Low- Income Non Deed Restricted Extremely Low-Income Deed Restricted Extremely Low-Income Non Deed Restricted Very Low- Income Deed Restricted Very Low- Income Non Deed Restricted Low- Income Deed Restricted Low-Income Non Deed Restricted Moderate- Income Deed Restricted Moderate- Income Non Deed Restricted Above Moderate- Income Total PROPOSED Units by Project Total APPROVED Units by project Total DISAPPROVE D Units by Project Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.
Is this project
located on a
site with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported on
Table L?
Did the
housing
development
application
seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Were
incentives or
concessions
requested
pursuant to
Government
Code section
65915
approved?
Please
indicate the
status of the
application.
Is the project
considered a
ministerial
project or
discretionary
project?
Notes+
Summary Row: Start Data Entry Below 0 0 19 0 6 0 24 24 0 0 2 75 72 0 617-491-04 22471 ASPAN ST
Aspan Street
Affordable
Apartments
SHP 01-25-6767 MH R 6/14/2025 19 6 24 1 50 50 0 NONE No Yes Yes Approved Ministerial 617-179-03 23646 DUNE MEAR RD RESB-07-24-64563 ADU R 3/5/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application 612-227-16 385 RIVERBEND RESB-08-24-64794 ADU R 2/6/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application610-091-11 21373 AVENIDA MANANTIAL RESB-08-24-64813 ADU R 3/6/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-371-01 22605 LAKESIDE LN RESB-08-24-64966 ADU R 1/15/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application613-322-02 21853 DREXEL WAY RESB-01-25-66039 ADU R 1/6/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-073-14 24575 JUTEWOOD PL RESB-02-25-66480 ADU R 2/27/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-211-03 24075 SILVERBAY DR RESB-03-25-66553 ADU R 3/4/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application619-023-09 24363 FORDVIEW ST RESB-03-25-66574 ADU R 3/6/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-221-16 24543 PENFIELD STREET RESB-05-25-67185 ADU R 5/8/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-401-38 22854 LARKIN ST RESB-05-25-67271 ADU R 5/15/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-302-41 23876 DANBY DR RESB-05-25-67319 ADU R 5/20/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-302-41 23874 DANBY DR RESB-05-25-67320 ADU R 5/20/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application837-301-56 21593 AUDUBON WAY RESB-05-25-67344 ADU R 5/21/2025 1 1 0 0 NONE No No N/A Pending Ministerial Building Permit Application613-032-67 25670 WILLIAMSBURG CT RESB-07-25-67916 ADU R 7/21/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-402-11 23914 OSWEGO ST RESB-08-25-68186 ADU R 8/18/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-143-08 23040 DUNE MEAR RD RESB-08-25-68194 ADU R 8/19/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-029-07 24085 LA ROSA DR RESB-08-25-68289 ADU R 8/28/2025 1 1 0 0 NONE No No N/A Pending Ministerial Building Permit Application617-029-07 24083 LA ROSA DR RESB-08-25-68290 ADU R 8/28/2025 1 1 0 0 NONE No No N/A Pending Ministerial Building Permit Application613-021-03 23115 CHERRY AV, UNIT 2 RESB-09-25-68502 ADU R 9/18/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application614-271-49 25487 SHAWNEE DR RESB-09-24-65022 ADU R 2/6/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-383-21 22974 STARBUCK RD RESB-10-24-65532 ADU R 4/2/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application614-391-18 25030 TRAILVIEW TERRACE RESB-11-24-65669 ADU R 9/10/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-222-11 24043 GEMWOOD DR RESB-12-24-65808 ADU R 1/17/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application610-091-10 21393 AVENIDA MANANTIAL RESB-12-24-65811 ADU R 2/11/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application617-183-07 23755 CAVANAUGH RD RESB-12-24-65917 ADU R 5/2/2025 1 1 1 0 NONE No No N/A Approved Ministerial Building Permit Application Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Density Bonus Law Applications 11 Housing Development Applications Submitted
Proposed Units - Affordability by Household Incomes
103
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation f ormulasPlanning Period 6th Cycle 10/15/2021 - 10/15/2029 Table A2
Streamlining Historic Sites Infill
Housing without
Financial Assistance or
Deed Restrictions
Term of
Affordability or
Deed Restriction
Notes
23 56 89 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID Unit
Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Acutely LowIncome
Deed
Restricted
Acutely LowIncome Non
Deed
Restricted
Extremely
LowIncome Deed
Restricted
Extremely
LowIncome Non Deed
Restricted
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Entitlement
Date
Approved
# of Units
issued
Entitlements
Acutely
LowIncome Deed
Restricted
Acutely
LowIncome
Non Deed
Restricted
Extremely
LowIncome Deed
Restricted
Extremely
LowIncome
Non Deed
Restricted
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Building
Permits Date
Issued
# of Units
Issued Building
Permits
Acutely
LowIncome Deed
Restricted
Acutely
LowIncome
Non Deed
Restricted
Extremely
LowIncome Deed
Restricted
Extremely
LowIncome
Non Deed
Restricted
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or
other forms of
readiness
(see instructions)
Date Issued
# of Units
issued
Certificates
of
Occupancy
or other
forms of
readiness
Please select
the state
streamlining
provision the
project was
APPROVED
pursuant to.
(may select
multiple)
Is this project
located on a
site with an
associated
historical
designation as
outlined in
Government
Code Section 65400(a)(2)(N)
and reported
on Table L?
Infill Units?
Y/N+
Assistance
Programs for Each
Development
(may select
multiple - see
instructions)
Deed
Restriction
Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined
the units were
affordable
(see instructions)
Term of
Affordability or
Deed Restriction
(years) (if affordable
in perpetuity enter
1000)+
Number of
Demolished/Destr
oyed Units
Demolished
or
Destroyed
Units
Demolished
/Destroyed
Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum
Allowable Residential
Gross Floor Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications
Given to the
Project (Excluding
Parking Waivers
or Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking
Waivers or
Parking
Modifications)
Did the project
receive a reduction
or waiver of parking
standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 0 0 19 0 6 0 24 0 0 0 1 50 0 0 0 0 0 0 0 27 0 0 62 89 0 0 0 0 16 0 48 15 0 1 46 126 0 612-221-09 101 LOPALA RESB-09-22-56754 5+ R 0 0 16 48 1 5/28/2025 65 NONE No Y LHTF, LIHTC Other 55 0617-213-08 24453 HIGHPINE RD RESB-05-23-60236 ADU R
0 0 1
2/20/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-401-08 22740 AVALON ST RESB-05-23-60290 ADU
R
0 0 1
2/28/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 613-091-38 25413 MINA CT RESB-01-24-62868 ADU
R
0 0 1
3/24/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-253-09 23424 DUNE MEAR RD RESB-05-23-60080 ADU
R
0 0 1
3/25/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 614-072-07 25173 VISTA FUSCO, UNIT #2 RESB-12-22-58273 ADU R
0 0 1
4/8/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-045-07 23786 LA ROSA DR RESB-07-23-61111 ADU
R
0 0 1
5/1/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 613-322-02 21853 DREXEL WAY RESB-01-25-66039 ADU R 0 1 2/27/2025 1 1 5/7/2025 1 NONE No Y 0613-051-26 22473 ALISO PARK DR RESB-10-22-56940 ADU R
0 0 1
5/9/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 614-251-01 21833 ZUNI DR RESB-07-24-64381 ADU
R
0 0 1
6/19/2025
1 NONE No Y
The rental estimate is based on
rental surv ey prov ided by the
homeowner and af f ordability
based on HCD Af f ordability
Calculator
0 619-034-03 24276 BARK ST RESB-03-24-63391 ADU
R
0 0 1
7/14/2025
1 NONE No Y
The rental estimate is based on
rental surv ey prov ided by the
homeowner and af f ordability
based on HCD Af f ordability
Calculator
0 617-211-03 24075 SILVERBAY DR RESB-03-25-66553 ADU
R
0 1
3/4/2025
1 1
8/8/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-222-11 24043 GEMWOOD DR RESB-12-24-65808 ADU
R
0 1
2/13/2025
1 1
8/28/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 610-712-24 613 SERRANO SUMMIT DR RESB-05-23-60295 ADU R
0 0 1
9/8/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-231-06 24560 BELGREEN PL RESB-11-24-65656 ADU
R
0 1
3/6/2025
1 1
10/8/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 614-271-49 25487 SHAWNEE DR RESB-09-24-65022 ADU
R
0 1
3/4/2025
1 1
10/24/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-401-38 22854 LARKIN ST RESB-05-25-67271 ADU
R
0 1
7/15/2025
1 1
10/24/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 613-322-18 21934 BELLCROFT DR RESB-08-24-64730 ADU
R
0 1
1/14/2025
1 1
12/12/2025
1 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 606-333-30 1602 SUNSET VIEW DR RESB-03-15-15109 SFD O 0 0 1 2/7/2025 1 NONE No Y 0606-333-33 1632 SUNSET VIEW DR RESB-03-15-15113 SFD O 0 0 1 2/13/2025 1 NONE No Y 0606-333-32 1622 SUNSET VIEW RESB-03-15-15038 SFD O 0 0 1 3/11/2025 1 NONE No Y 0606-333-29 1592 SUNSET VIEW DRIVE RESB-03-22-53014 SFD O 0 0 1 5/12/2025 1 NONE No Y 0606-522-36 5702 SUNRISE RIDGE LN RESB-03-22-53004 SFD O 0 0 1 6/23/2025 1 NONE No Y 0606-522-35 5712 SUNRISE RIDGE LN RESB-03-22-52972 SFD O 0 0 1 6/23/2025 1 NONE No Y 0606-531-68 5722 SUNRISE RIDGE LN RESB-03-22-53003 SFD O 0 0 1 6/23/2025 1 NONE No Y 0606-531-66 5742 SUNRISE RIDGE LANE RESB-03-22-52971 SFD O 0 0 1 6/23/2025 1 NONE No Y 0606-531-63 5772 SUNRISE RIDGE LN RESB-03-22-53022 SFD O 0 0 1 7/1/2025 1 NONE No Y 0606-531-62 5782 SUNRISE RIDGE LN RESB-03-22-53017 SFD O 0 0 1 7/1/2025 1 NONE No Y 0606-531-65 5752 SUNRISE RIDGE LN RESB-03-22-53023 SFD O 0 0 1 7/16/2025 1 NONE No Y 0606-531-64 5762 SUNRISE RIDGE LN RESB-03-22-53024 SFD O 0 0 1 7/16/2025 1 NONE No Y 0606-531-67 5732 SUNRISE RIDGE LN RESB-03-22-53011 SFD O 0 0 1 7/17/2025 1 NONE No Y 0606-531-60 5802 SUNRISE RIDGE LN RESB-08-24-64938 SFD O 0 0 1 8/8/2025 1 NONE No Y 0606-531-38 5767 SUNRISE RIDGE LN RESB-08-24-64921 SFD O 0 0 1 8/8/2025 1 NONE No Y 0606-531-59 5812 SUNRISE RIDGE LN RESB-08-24-64941 SFD O 0 0 1 8/8/2025 1 NONE No Y 0606-531-43 5817 SUNRISE RIDGE LN RESB-08-24-64906 SFD O 0 0 1 8/14/2025 1 NONE No Y 0606-531-39 5777 SUNRISE RIDGE LN RESB-08-24-64907 SFD O 0 0 1 8/14/2025 1 NONE No Y 0612-221-10 100 RED OAK RESB-11-24-65588 SFD O 0 1 2/19/2025 1 1 9/10/2025 1 NONE No Y 0612-221-10 131 RED OAK RESB-10-23-62048 SFD O 0 1 2/19/2025 1 1 9/10/2025 1 NONE No Y 0612-221-10 111 RED OAK RESB-10-23-62050 SFD O 0 1 2/19/2025 1 1 9/10/2025 1 NONE No Y 0612-221-10 121 RED OAK RESB-10-23-62049 SFD O 0 1 2/19/2025 1 1 9/10/2025 1 NONE No Y 0612-221-10 101 RED OAK RESB-11-24-65572 SFD O 0 1 2/19/2025 1 1 9/10/2025 1 NONE No Y 0612-221-10 101 PADDLEWHEEL RESB-11-24-65573 SFD O 0 1 2/19/2025 1 1 9/11/2025 1 NONE No Y 0606-531-44 5827 SUNRISE RIDGE LN RESB-08-24-64923 SFD O 0 0 1 9/15/2025 1 NONE No Y 0606-531-41 5797 SUNRISE RIDGE LN RESB-08-24-64920 SFD O 0 0 1 9/15/2025 1 NONE No Y 0606-531-58 5822 SUNRISE RIDGE LN RESB-08-24-64940 SFD O 0 0 1 9/23/2025 1 NONE No Y 0606-531-57 5832 SUNRISE RIDGE LN RESB-08-24-64937 SFD O 0 0 1 9/23/2025 1 NONE No Y 0606-531-45 5837 SUNRISE RIDGE LN RESB-08-24-64942 SFD O 0 0 1 9/23/2025 1 NONE No Y 0612-221-10 131 PADDLEWHEEL RESB-11-24-65725 SFD O 0 1 2/19/2025 1 1 9/30/2025 1 NONE No Y 0612-221-10 111 PADDLEWHEEL RESB-11-24-65587 SFD O 0 1 2/19/2025 1 1 9/30/2025 1 NONE No Y 0612-221-10 121 PADDLEWHEEL RESB-11-24-65727 SFD O 0 1 2/19/2025 1 1 9/30/2025 1 NONE No Y 0606-531-40 5787 SUNRISE RIDGE LN RESB-08-24-64924 SFD O 0 0 1 10/22/2025 1 NONE No Y 0606-531-42 5807 SUNRISE RIDGE LN RESB-08-24-64925 SFD O 0 0 1 10/22/2025 1 NONE No Y 0612-221-10 141 PADDLEWHEEL RESB-02-25-66279 SFD O 0 1 3/11/2025 1 1 10/24/2025 1 NONE No Y 0612-221-10 170 PADDLEWHEEL RESB-01-25-66170 SFD O 0 1 3/11/2025 1 1 10/24/2025 1 NONE No Y 0612-221-10 151 PADDLEWHEEL RESB-01-25-66168 SFD O 0 1 3/11/2025 1 1 10/24/2025 1 NONE No Y 0612-221-10 130 ASHPARK RESB-04-25-66994 SFD O 0 1 5/12/2025 1 1 12/18/2025 1 NONE No Y 0612-221-10 120 ASHPARK RESB-04-25-66990 SFD O 0 1 5/12/2025 1 1 12/18/2025 1 NONE No Y 0612-221-10 121 ASHPARK RESB-04-25-66998 SFD O 0 1 5/12/2025 1 1 12/22/2025 1 NONE No Y 0612-221-10 111 ASHPARK RESB-04-25-66999 SFD O 0 1 5/12/2025 1 1 12/30/2025 1 NONE No Y 0612-221-10 140 ASHPARK RESB-04-25-66991 SFD O 0 1 5/12/2025 1 1 12/30/2025 1 NONE No Y 0612-221-10 131 ASHPARK RESB-04-25-66992 SFD O 0 1 5/12/2025 1 1 12/30/2025 1 NONE No Y 0612-221-10 150 ASHPARK RESB-04-25-67000 SFD O 0 1 5/12/2025 1 1 12/31/2025 1 NONE No Y 0 617-179-03 23646 DUNE MEAR RD RESB-07-24-64563 ADU
R
0 1
4/2/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-183-07 23755 CAVANAUGH RD RESB-12-24-65917 ADU
R
0 1
6/26/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-371-01 22605 LAKESIDE LN RESB-08-24-64966 ADU
R
0 1
6/13/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 613-283-13 21819 MONTBURY DR RESB-04-24-63572 ADU
R
0 1
7/8/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 610-091-10 21393 AVENIDA MANANTIAL RESB-12-24-65811 ADU R
0 1
2/25/2025
1 0 NONE No Y
The rental estimate is based on
rental surv ey prov ided by the
homeowner and af f ordability
based on HCD Af f ordability
Calculator
0 617-231-06 24566 BELGREEN PL RESB-11-24-65657 ADU
R
0 1
3/6/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-073-14 24575 JUTEWOOD PL RESB-02-25-66480 ADU
R
0 1
9/18/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 613-322-18 21936 BELLCROFT DR RESB-08-24-64731 ADU
R
0 1
1/14/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 619-034-11 24209 TWIG STREET RESB-05-22-54262 ADU
R
0 1
3/11/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-351-10 23196 DUNE MEAR RD RESB-01-24-62823 ADU
R
0 1
1/27/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 619-023-09 24363 FORDVIEW ST RESB-03-25-66574 ADU
R
0 1
5/20/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 613-021-03 23115 CHERRY AV, UNIT 2 RESB-09-25-68502 ADU R
0 1
11/5/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 Density Bonus
1 Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy 4 7 10
Note: "+" indicates an optional field
Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 104
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation f ormulasPlanning Period 6th Cycle 10/15/2021 - 10/15/2029 Note: "+" indicates an optional field
612-227-16 385 RIVERBEND RESB-08-24-64794 ADU
R
0 1
7/10/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 613-032-67 25670 WILLIAMSBURG CT RESB-07-25-67916 ADU R
0 1
12/18/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 613-252-05 25657 ASHBY WAY RESB-08-24-64679 ADU
R
0 1
1/13/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-302-41 23874 DANBY DR RESB-05-25-67320 ADU
R
0 1
11/21/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-302-41 23876 DANBY DR RESB-05-25-67319 ADU
R
0 1
12/4/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-221-16 24543 PENFIELD STREET RESB-05-25-67185 ADU R
0 1
12/8/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 614-391-18 25030 TRAILVIEW TERRACE RESB-11-24-65669 ADU R
0 1
9/26/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 617-383-21 22974 STARBUCK RD RESB-10-24-65532 ADU
R
0 1
4/18/2025
1 0 NONE No Y
The rental estimate is based on
rental surv ey prov ided by the
homeowner and af f ordability
based on HCD Af f ordability
Calculator
0 610-091-11 21373 AVENIDA MANANTIAL RESB-08-24-64813 ADU R
0 1
3/25/2025
1 0 NONE No Y
The rental estimate is based on
the OCCOG ADU Calculator
(https://occog.aduaccelerator.or
g/calculator) by inputting City ,
square f ootage, construction
ty pe, # of bedrooms and
bathroroms and af f ordability
based on HCD Af f ordability
Calculator
0 606-531-53 5872 SUNRISE RIDGE LN RESB-03-25-66808 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-54 5862 SUNRISE RIDGE LN RESB-03-25-66809 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-55 5852 SUNRISE RIDGE LN RESB-03-25-66807 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-56 5842 SUNRISE RIDGE LN RESB-03-25-66811 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-47 5857 SUNRISE RIDGE LN RESB-03-25-66779 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-49 5877 SUNRISE RIDGE LN RESB-03-25-66778 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-50 5887 SUNRISE RIDGE LN RESB-03-25-66796 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-48 5867 SUNRISE RIDGE LN RESB-03-25-66792 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-52 5882 SUNRISE RIDGE LN RESB-03-25-66797 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-46 5847 SUNRISE RIDGE LN RESB-03-25-66806 SFD O 0 1 5/14/2025 1 0 NONE No Y 0606-531-51 5892 SUNRISE RIDGE LN RESB-03-25-66810 SFD O 0 1 5/14/2025 1 0 NONE No Y 0 612-221-10 110 RED OAK RESB-11-24-65586 SFD O 0 1 2/19/2025 1 0 NONE No Y 0612-221-10 140 PADDLEWHEEL RESB-11-24-65723 SFD O 0 1 2/19/2025 1 0 NONE No Y 0612-221-10 130 PADDLEWHEEL RESB-11-24-65729 SFD O 0 1 2/19/2025 1 0 NONE No Y 0612-221-10 120 PADDLEWHEEL RESB-11-24-65726 SFD O 0 1 2/19/2025 1 0 NONE No Y 0612-221-10 110 CHAPMAN RESB-06-25-67488 SFD O 0 1 6/25/2025 1 0 NONE No Y 0612-221-10 100 CHAPMAN RESB-06-25-67477 SFD O 0 1 6/25/2025 1 0 NONE No Y 0612-221-10 101 CHAPMAN RESB-06-25-67483 SFD O 0 1 6/25/2025 1 0 NONE No Y 0612-221-10 120 CHAPMAN RESB-06-25-67484 SFD O 0 1 6/25/2025 1 0 NONE No Y 0612-221-10 111 CHAPMAN RESB-06-25-67487 SFD O 0 1 6/25/2025 1 0 NONE No Y 0612-221-10 160 PADDLEWHEEL RESB-02-25-66278 SFD O 0 1 3/11/2025 1 0 NONE No Y 0612-221-10 171 PADDLEWHEEL RESB-01-25-66169 SFD O 0 1 3/11/2025 1 0 NONE No Y 0612-221-10 161 PADDLEWHEEL RESB-02-25-66280 SFD O 0 1 3/11/2025 1 0 NONE No Y 0612-221-10 150 PADDLEWHEEL RESB-02-25-66281 SFD O 0 1 3/11/2025 1 0 NONE No Y 0612-221-10 111 ALLEN RESB-11-24-65721 SFD O 0 1 2/19/2025 1 0 NONE No Y 0612-221-10 110 ALLEN RESB-11-24-65728 SFD O 0 1 2/19/2025 1 0 NONE No Y 0612-221-10 100 ALLEN RESB-11-24-65722 SFD O 0 1 2/19/2025 1 0 NONE No Y 0612-221-10 101 ALLEN RESB-11-24-65724 SFD O 0 1 2/19/2025 1 0 NONE No Y 0612-221-10 101 ASHPARK RESB-04-25-66993 SFD O 0 1 5/12/2025 1 0 NONE No Y 0612-221-10 180 PADDLEWHEEL RESB-07-25-67833 SFD O 0 1 8/6/2025 1 0 NONE No Y 0612-221-10 141 ASHPARK RESB-04-25-66997 SFD O 0 1 5/12/2025 1 0 NONE No Y 0612-221-10 190 PADDLEWHEEL RESB-07-25-67830 SFD O 0 1 8/6/2025 1 0 NONE No Y 0612-221-10 200 PADDLEWHEEL RESB-07-25-67828 SFD O 0 1 8/6/2025 1 0 NONE No Y 0612-221-10 220 PADDLEWHEEL RESB-07-25-67829 SFD O 0 1 8/6/2025 1 0 NONE No Y 0612-221-10 210 PADDLEWHEEL RESB-07-25-67832 SFD O 0 1 8/6/2025 1 0 NONE No Y 0612-221-10 191 PADDLEWHEEL RESB-07-25-67831 SFD O 0 1 8/6/2025 1 0 NONE No Y 0612-221-10 100 GARFIELD RESB-10-25-68793 SFD O 0 1 11/10/2025 1 0 NONE No Y 0612-221-10 230 PADDLEWHEEL RESB-07-25-67827 SFD O 0 1 8/6/2025 1 0 NONE No Y 0612-221-10 110 GARFIELD RESB-10-25-68791 SFD O 0 1 11/10/2025 1 0 NONE No Y 0612-221-10 120 GARFIELD RESB-10-25-68792 SFD O 0 1 11/10/2025 1 0 NONE No Y 0612-221-10 121 GARFIELD RESB-10-25-68790 SFD O 0 1 11/10/2025 1 0 NONE No Y 0612-221-10 111 GARFIELD RESB-10-25-68789 SFD O 0 1 11/10/2025 1 0 NONE No Y 0617-491-04 22471 ASPAN ST Aspan Street
Affordable
Apartments
SHP 01-25-6767 5+ R 19 6 24 1 6/10/2025
50 0 0 NONE No Y LHTF, LIHTC, Other Other 55 0 0.0%
4 Dev elopment Standards Modif ication
Yes
Assistance Programs: City of Lake Forest Housing Authority , Orange County Housing Authority , Deed Restriction Ty pe: Af f ordable Housing Agreement 105
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element ImplementationPlanning Period 6th Cycle 10/15/2021 - 10/15/2029 1 Projection
Period 34
RHNA Allocation
by Income Level
Projection
Period -
06/30/2021-
10/14/2021
2021 2022 2023 2024 2025 2026 2027 2028 2029
Total Units
to Date (all
years)
Total Remaining
RHNA by
Income Level
Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - 70 16 - - - - - - Non-Deed Restricted - - - - - - - - - - Deed Restricted - - - 48 - - - - - - Non-Deed Restricted 2 2 12 13 12 27 - - - - Deed Restricted - - - - - - - - - - Non-Deed Restricted 3 - 1 - 2 - - - - - Above Moderate 1,178 57 131 311 192 22 62 - - - - 775 403 3,236
62 133 394 269 36 89 - - - - 983 2,253
Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected] Low - - *For years prior to 2025, data on deed-restricted vs. non-deed restricted Extremely Low-Income units is approximated from whether the projects reported any deed-restricted Very Low-Income Units. If you wish to edit this historical data for accuracy or have any questions about the data, you may login to HCD's online APR system, or contact HCD staff at [email protected] Units*For jurisdictions that received RHNA determinations for the current cycle prior to the passage of AB 3093 (September 19, 2024):- You were not allocated Acutely Low-Income and Extremely Low-Income RHNA targets, therefore the allocations in Field 1 are listed as "0" - If you wish to set your own targets in these income categories for informational purposes, contact HCD staff at [email protected] All Acutely Low-Income and Extremely Low-Income units reported during the cycle are counted towards Very-Low Income RHNA progress 553
Total RHNA
-
427 Low
*For years prior to 2025, Acutely Low-Income units are reported within the Extremely Low-Income categoryPlease Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.Extremely Low - 6 Moderate
956 543 559
116 86
Income Level
Very Low
- -
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
Please contact HCD if your data is different than the material supplied here 2 Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
870
106
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Date of
Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of
Rezone
Very LowIncome Low-Income Moderate- Income Above Moderate- Income Rezone Type Parcel Size (Acres) General Plan Designation Zoning Minimum Density Allowed Maximum Density Allowed Realistic Capacity Vacant/Nonvacant Description of Existing Uses Note: "+" indicates an optional fieldCells in grey contain auto-calculation formulas Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C
107
Jurisdiction Lake Forest
Reporting Year 2025
(Jan. 1 - Dec.
31)
1 2 3 4 56 78 9Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program) Maintain and monitor the residential sites inventory to ensure sufficient sites remain to accommodate the RHNA allocation throughout the RHNA period. 12/31/2029 6th cycle Continuous The City monitors all new residential development in the City through monthly census surveys for building permit issuance, bi-yearly Housing Inventory Surveys to Center of Demographic Research, Annual Housing Surveys to Department of Finance, and this Annual Housing Progress Report. In 2025, the City ministerially approved a new affordable housing apartment community. This project was located on one of Housing Inventory sites. No residential projects were denied in 2025. In addition, the City is processing a mixed-use application, which has not been deemed complete, which includes 165 residential units on a Housing Element Inventory site.
Other 0
Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program) Rezone all sites identified in Appendix A consistent with the densities, acreages, and capacity levels identified in Appendix A. 10/15/2022 6th cycle Completed The City’s adopted Housing Element for 2021-2029 includes an inventory of available sites with residential/mixed-use General Plan land use designations which allow a range of residential development opportunities to accommodate the RHNA. The City's 2040 General Plan created new Mixed-Use General Plan Designations in 5 focus areas in the City. All of the residential areas identified in the Housing Element's residential site inventory that require rezoning are located in these 5 focus areas. On September 9, 2022, the City re-zoned 267 parcels, which included all the parcels in the residential site inventory that required re-zoning, to 5 new mixed-use zoning districts. These five new zoning districts, which are consistent with the mixed-use general plan land use designations, identify development standards such as density, floor area ratio (FAR), building height, landscape requirements, building setbacks, and permitted uses.
Other 1 Ordinance 356
Program 1: Land Use Policy, Entitlements, and Development Capacity (Shortfall Program) Complete all rezoning pursuant to Government Code section 65583.2, subdivisions (h) and (i). 5/31/2023 6th cycle Completed In May of 2023, the Lake Forest City Council adopted Ordinance 362 to ensure compliance with Government Code section 65583.2, subdivisions (h) and (i). The ordinance created Zoning Code Chapter 9.151 Housing Element Sites Inventory Regulations.
Other 1 Ordinance 362
Program 2: Monitor Residential Capacity (No Net Loss)
Maintain adequate capacity to accommodate the City’s RHNA obligations at all income levels throughout the planning period. Report as required through the HCD annual report process. 12/31/2029 6th cycle Continuous The City has developed an annual monitoring and tracking excel database to ensure that adequate inventory is available to meet the City’s RHNA obligations. In 2025, the City ministerially approved a new 50-unit affordable housing project on a housing inventory sites.
Additionally, the City is processing a planning application for a mixed-use development, which includes 165 residential units on another Housing Element Inventory site. With the approval of the housing project, and potential future approval of the mixed-use project, the City's Housing inventory will still maintain adequate capacity to accommodate the City's RHNA obligations at all income levels.
Other 0
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
Table D
Program Implementation Status pursuant to GC Section 65583 108
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 3: Public Property Conversion to Housing Program Collaborate with the development community on an annual basis, including affordable housing developers, to evaluate the viability of developing City-owned land as affordable housing. 12/31/2029 6th cycle Continuous The City has one surplus City-owned parcel that is only .16 acres and zoned for residential uses. The City has contacted non-profit affordable housing developers about the property. Based on discussions with developers, the site is not suitable for the development of housing, due to the small size of the site and it's access from El Toro Road, which is a primary arterial street.
Other 0
Program 4: Replacement of Affordable Units
For all project applications, identify need for replacement of affordable housing units and ensure replacement, if required. 12/31/2029 6th cycle Continuous In 2025, no sites containing affordable housing (within the preceding 5 years) were redeveloped.
Other 0
Program 5: Facilitate Affordable and Special Needs Housing Construction Monitor the City’s existing affordable housing stock and support affordable housing developers in their efforts to develop new affordable units in Lake Forest. 12/31/2029 6th cycle Continuous In 2025, the City finalized the purchase and sales agreement with the nonprofit, South County Outreach to preserve the affordability of a single-bedroom condominium located at 20702 El Toro Road, #35. The affordability requirement for the unit was going to expire in 2027. The City used CDBG funds (net total of $332,671) to purchase the property and sell the property back to South County Outreach with an associated regulatory agreement that requires the property to be rented to very low-income households for a period of 30 years. Additionally, in 2025, the City added $1,000,000 of housing in-lieu fees and the City's Housing Authority low-moderate income housing asset funds to the orginally awarded $3,350,000, to National Core Renaissance to develop an affordable housing project in the City. In 2025, the City ministerially approved the 50-unit affordable apartment complex with four density bonus incentives. The City assisted the developer by timely filling out the required forms for the LIHTC. Also in 2025, the City has a strategic initiative to explore the possibility of a new affordable housing project with a park on a currently vacant park site.
Other 0
Program 5: Facilitate Affordable and Special Needs Housing Construction Proactively encourage developers who are interesting in developing in the City to consider sites in areas of high TCAC (California Tax Credit Allocation Committee) opportunity with the goal of developing 565 new units in areas of high TCAC opportunity (35% of the City's quantified objective for new development). 12/31/2029 6th cycle Continuous Per the implementation action, since 2021, the City has a total of 121 affordable housing units constructed or under construction in the TCAC High/Highest Resource Opportunity Areas. In addition, the City has a dedicated Affordable Housing webpage that includes information about these projects, which include contact information for the developer. Planning staff frequently provides information about these affordable housing projects on the phone and at the public counter.
Units 121
Program 6: Monitor and Implement Changes in Federal and State Housing, Planning, and Zoning Laws Comply with new transparency requirements for posting zoning, development standards, and fees on the City’s website. 10/15/2022 6th cycle Completed The City website includes a planning section that includes .pdfs and links to all the City's zoning districts, planned communities, parking code, online zoning map, fees, submittal requirements, ADU resources, and the adopted fee schedule.
Other 1 https://www.lakeforestca.gov/departme
nts/community_development/planning/i
ndex.php
Program 6: Monitor and Implement Changes in Federal and State Housing, Planning, and Zoning Laws Stay updated on changes in federal and state housing, planning, and zoning laws and participate in providing review and comments as appropriate 12/31/2029 6th cycle Continuous In 2025, the City continued to monitor federal and State legislation that could impact housing.
In 2025, the City initiated an ordinance to modify the City's ADU regulations related to new state laws, AB 462, AB 1154 and SB 543. This ordinance is proposed to be adopted in early 2026.
Other 0
109
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 7: Zoning Code Amendments – Housing Constraints The City shall update the Zoning Code to remove constraints to housing development and ensure the City’s standards and permitting requirements are consistent with State law. The update shall address the following: Mixed-Use Standards, Low Barrier Navigation Centers, Transitional and Supportive Housing, Employee Housing and Agricultural Worker Housing, Streamlined and Ministerial Review for Eligible Affordable Housing Projects, Emergency Shelter Parking, Residential Care Facilities, Reasonable Accomodation. 6/30/2023 6th cycle Completed In 2022, the City approved ordinances related to new mixed-use zoning districts (Ordinance 356), multi-family residential objective design standards ordinance in accordance with SB 35 and SB 330 (Ordinance 351) and reasonable accommodation in compliance with State and Federal fair housing and disability laws (Ordinance 357). In June of 2023, the Lake Forest City Council approved Ordinance 363 and Ordinance 364 which amended Lake Forest Municipal Code Titles 5 and 9 to address low barrier navigation centers, transitional and supportive housing, streamlined review for eligible projects, employee housing, emergency shelter parking, and residential care facilities in accordance with this Housing Element policy.
Other 1 Ordinances 351, 356, 357, 363, 364
Program 8: Accessory Dwelling Units
Maintain an ADU Ordinance consistent with State Law. Support the development of accessory dwelling units in neighborhoods throughout the City. 12/31/2029 6th cycle Continous In 2025, City staff initiated a new ordinance to amend the City’s ADU regulations in response to new state laws, AB 462, AB 1154 and SB 543. This ordinance is proposed to be adopted in early 2026. Furthermore, the City's website has an ADU Resources page with the City's ADU guide, applications, ADU FAQs, the State's ADU Guide, the ADU rent survey, a link to the OC Housing Finance Trust Affordable ADU loan program, and a link to pre-reviewed ADU plans. Additionally, the City's monthly electronic newsletter that is sent out to residents, includes information on Lake Forest Housing Programs, including information on ADUs.
Other 0 https://www.lakeforestca.gov/services/p
lanning_permits.php#undefined
Program 8: Accessory Dwelling Units
Survey ADU owners/builders to determine affordability and update ADU applications to inquire about affordability level 12/31/2022 6th cycle Completed In 2022, the City created a rental survey that is provided to applicants for ADU permits and is included in the City's ADU Resources section of the City's website. Information from the surveys are used to determine the affordability of some of the ADUs in Table A2.
Other 1 https://www.lakeforestca.gov/services/p
lanning_permits.php#undefined
Program 8: Accessory Dwelling Units
Update the City’s current ADU ordinance by June 30, 2023 to comply with current State law. 6/30/2023 6th cycle Completed On March 21, 2023, the Lake Forest City Council approved Ordinance 361, which updates LFMC section 9.146.050 to comply with California Senate Bill 897 related to ADUs. The ordinance also amends section 9.146.050 to both increase clarity and ensure consistency with recently issued guidance from the California Department of Housing and Community Development (HCD) with respect to local implementation of State ADU laws (i.e., Government Code sections 65852.2 and 65852.22); and amends the definition of Accessory Dwelling Unit in section 9.04.030. The proposed amendments render LFMC sec. 9.146.050 consistent with Senate Bill 897.
Other 1 Ordinance 361
Program 8: Accessory Dwelling Units
Prepare and distribute bilingual
ADU factsheet by April of 2023
4/30/2023 6th cycle Completed In 2023, the City created an ADU Guide and ADU FAQs to assist residents with the development of ADUs in the City. The Guide provides graphics and tables to clarify the City's Codes. These documents are provided to residents at the front counter or emailed to residents that call or email the City. They are also available on the City's ADU Resources page on the City's website. These documents are updated annually, based on changes to the City's ordinances triggered by new State laws.
Other 1 https://www.lakeforestca.gov/services/p
lanning_permits.php#undefined
Program 8: Accessory Dwelling Units
Invite all HOAs and relevant civic organization to meet annually to discuss the City’s ADU ordinance, and conduct at least four proactive meetings with an HOA or neighborhood organization in a high or highest TCAC resource area. 12/31/2029 6th cycle Continous In 2025, the City held their annual HOA roundtable meeting. A flyer on the City's housing programs was provided at the meeting, which includes information on ADUs. Planning staff was available to answer questions on planning issues, including ADUs.
Meetings 1
110
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 8: Accessory Dwelling Units
Encourage a 50% increase over the average annual production of ADUs from 2018-2020 (from 4 to 6 ADUs per year), with at least half being affordable to lower income households and half being located in areas of high or highest opportunity. 12/31/2029 6th cycle Continous This year, the City finalled 17 ADUs in the City. 15 of the ADUs were affordable to lower income households, 1 ADU was in the high resource opportunity area and 4 ADUs were in the moderate resource opportunity area.
Units 17
Program 9: Sites for Homeless Shelters/Homeless Prevention and Assistance Services Support non-profit organizations that shelter the homeless (subject to available funding and on a caseby-case basis). 12/31/2029 6th cycle Continous In 2024, the City hired a Community Outreach Specialist to assist individuals experiencing homelessness. The new position is full-time and is funded through the State’s Permanent Local Housing Allocation State funds. In addition, the City continued to provide funding for 2 Homeless Liaison Officer positions through the law enforcement services contract with the Orange County Sheriff’s Department (OCSD). The Community Outreach specialist provides outreach and engagement services to chronic homeless with the support of the OCSD Homeless Liaison Officers. The community outreach specialist works with local non-profit organizations and churches to connect homeless individuals with resources. For example, the community outreach specialists assists with temporary housing, applying for services, providing DMV vouchers for homeless individuals to get proper identification, providing transportation services through Lyft concierge services (paid by the City), and assisting with providing food and clothing. The Community Outreach Specialist also responds to calls to the City’s Homeless hotline. The hotline is available for those who need assistance or for residents to request a welfare check on homeless individual.
Other 0
Program 10: Transitional/Supportive and Affordable Housing Support non-profit organizations that provide affordable and transitional/supportive housing to individuals at risk for homelessness (subject to available funding and on a case-by-case basis). 12/31/2029 6th cycle Continous During FY 2024-2025, the City allocated CDBG funding to three non-profit organizations to assist households at risk of becoming homeless. South County Outreach’s food bank program allowed lower-income households to focus limited financial resources on maintaining housing, thus preventing homelessness. Family Assistance Ministries provided food, rent, and utility assistance to lower-income households at risk of eviction and utility service shut-off. Program participants also benefitted from case management services. Families Forward provided transitional housing and rapid rehousing, including supportive services to homeless families with children. Cumulatively, these three agencies provided rent, utility, and food assistance to 460 lower-income Lake Forest residents during the reporting period. Additionally, in 2025, the City finalized the purchase and sales agreement with the nonprofit, South County Outreach to preserve the affordability of a single-bedroom condominium located at 20702 El Toro Road, #35. The affordability requirement for the unit was going to expire in 2027. The City used CDBG funds (net total of $332,671) to purchase the property and sell the property back to South County Outreach with an associated regulatory agreement that requires the property to be rented to very low-income households for a period of 30 years. Also, in 2025, the City added $1,000,000 of housing in-lieu fees and the City's Housing Authority low-moderate income housing asset funds to the originally awarded $3,350,000, to National Core Renaissance, a non-profit affordable housing developer, for the development of an affordable housing project in the City. In 2025, the City ministerially approved the 50-unit affordable apartment complex with four density bonus incentives. The City assisted the developer by timely filling out the required forms for the LIHTC. Also in 2025, the City has a strategic initiative to explore the possibility of a new affordable housing project with a park on a currently vacant park site.
Other 0
Program 10: Transitional/Supportive and Affordable Housing Preserve 202 existing affordable units including transitional/supportive housing. 12/31/2029 6th cycle Continous The City currently has 389 deed restricted affordable housing units in the City, which includes some transitional/supportive housing units.
Units 389
111
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 11: Coordination with Social Service Agencies
Continue to evaluate requests on an annual basis for allocation of CDBG Funds to social service agencies to benefit Lake Forest residents and consider the geographic target for programs, with a special focus on promoting programs that address the needs of households in moderate TCAC opportunity areas. 12/31/2029 6th cycle Continous In fiscal year 2025-2026, 7 non-profit social service agencies received pass-through CDBG funding from the City to provide support and assistance to low-moderate-income residents. These included South County Outreach, Families Forward, Camino Health Center, Age Well, Family Assistance Ministries, Fair Housing Council of Orange County, and Boys and Girls Club.
Other 0
Program 12: California Accessibility Standards Compliance Program The City will continue to ensure that all construction projects requiring building permits comply with applicable State of California accessibility standards. The City will provide technical assistance as part of the building permit review process to assist property owners and contractors in understanding this law and related requirements applied to new development and/or retrofit or rehabilitation projects for public, residential, and commercial structures. 12/31/2029 6th cycle Continous In 2025, the City continued to ensure that all construction projects comply with applicable State of California accessibility standards. The City's Building Division continues to provide technical assistance over the counter and on the phone to property owners and contractors.
Other 0
Program 12: California Accessibility Standards Compliance Program The City will also provide a link on the City website to the Division of the State Architect’s web page that provides various access compliance reference materials, including an advisory manual and answers to frequently asked questions. 2/15/2022 6th cycle Completed In 2022, the City added a link to the City's website to the Division of State Architect's web page that provides various access compliance reference materials, including an advisory manual and answers to frequently asked questions.
Other 1 https://www.lakeforestca.gov/departme
nts/community_development/building/in
dex.php
Program 13: Density Bonus Implementation Program
Annual outreach to developers in the region to continue to encourage density bonus opportunities which increase the total allowable density for senior and affordable housing projects; as part of this outreach, the City will specificallyidentify development opportunities in high and highest TCAC resource areas and encourage the utilization of density bonus provisions at these locations. Monitor State law, at least annually, for updates to density bonus regulations and update the City’s Development Code as needed. 12/31/2029 6th cycle Continous City staff and the City Attorney’s office regularly monitors changing legislation related to the State's density bonus regulations and perform regular updates to the zoning regulations accordingly. As part of the City's regular outreach to developers, the City provides information and answers questions about the density bonus provisions. This year, the City provided funding and and ministerially approved a 50-unit affordable apartment complex with four density bonus incentives. In 2025, the City started working with an OCCOG hired consultant, with REAP funds, for the creation of comprehensive and user-friendly checklists for afforable housing developers. These checklists will guide developers, contractors, City officials, and stakeholders through the key steps, requirements, and regulations needed to successfully design, permit, and construct affordable housing projects. The checklists will be structured to align with the City's zoning codes, state regulations, federal guidelines, and best practices for sustainable and equitable affordable housing development. Staff is antcipating finalizing the checklists in 2026.
Other 0
112
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 13: Density Bonus Implementation Program
Goal to approve at least two density bonus projects over the course of the planning period. 12/31/2029 6th cycle Continuous In 2025, the City ministerially approved a 50-unit affordable apartment complex with four density bonus incentives.
Other 1
Program 14: Rental Assistance
The City will continue to contract the Orange County Housing Authority to administer the Section 8 Rental Assistance Program and provide rental assistance to at least 190 very low-income Lake Forest households. 12/31/2029 6th cycle Continous Residents continue to be assisted by the Housing Choice Voucher program, which is a HUD Sec. 8 program administered by the Orange County Housing Authority. During FY 2024-25, 156 Lake Forest renter households were assisted with a rental assistance voucher or certificate, which included seniors, disabled, family, homeless, and/or veteran households.
Households 156 Consolidated Annual Performance
Review (CAPER):
https://www.lakeforestca.gov/departm
ents/economic_development/housing/
community_development_block_grant
.php
Program 14: Rental Assistance
City will support the Orange County Housing Authority’s applications for additional Section 8 allocation. The City will promote the Section 8 program to second unit owners by publicizing this program and making the information known to City and County agencies and to housing nonprofits; information will be available in English and Spanish and shared via social media and in hard copy at community gathering. The City will educate at least one multifamily apartment manager annually about the Section 8 program; education will be targeted to areas with higher levels of overpayment or TCAC areas of high or higher opportunity. 12/31/2029 6th cycle Continous The Housing Choice Voucher program is promoted on the City's webpage dedicated to affordable housing. This webpage includes a link to the OC Housing Authority Housing Voucher Program website. Additionally, the City’s monthly e-newsletter, which is emailed to residents, includes information on Lake Forest Housing Programs, including information on rental assistance via the Housing Choice Voucher program.
Other 0 https://www.lakeforestca.gov/departme
nts/economic_development/housing/aff
ordable_housing.php
Program 15: Conservation of Existing Affordable Units
Work with property owners, interest groups and the State and federalgovernments to conserve the City’s affordable housing stock. 12/31/2029 6th cycle Continous In 2025, the City finalized the purchase and sales agreement with the nonprofit, South County Outreach to preserve the affordability of a single-bedroom condominium located at 20702 El Toro Road, #35. The affordability requirement for the unit was going to expire in 2027. The City used CDBG funds (net total of $332,671) to purchase the property and sell the property back to South County Outreach with an associated regulatory agreement that requires the property to be rented to very low-income households for a period of 30 years. In 2025, a total of 389 units with affordable housing covenants existed in the City. Of these, 3 units are designated “at risk.” The City actively monitors these units. Should a notice of intent to convert to market rate units be filed, the City will work with potential purchasers to preserve the units, and ensure that tenants were properly notified of their rights under California law.
Other 0
113
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 16: Housing Rehabilitation Loan Program
Assist 10 lower-income homeowners annually through the Housing Rehabilitation Loan Program with at least half located in areas of moderate TCAC opportunity (i.e., the Southwest Lake Forest neighborhood). 12/31/2029 6th cycle Continous During FY 2024-2025, 12 income-qualified homeowners were issued CDBG-funded loans via the City’s Housing Rehabilitation Loan Program. Typical improvements include installing energy-efficient windows, heating/ac systems, plumbing, roofs, flooring, and exterior painting. All of the loans were in areas of low (11 loans) or moderate (1 loan) TCAC opportunity. Additionally, the City’s Neighborhood Pride Paint program assisted three (3) homeowners. The City's website has a webpage dedicated to the Rehabilitation Loan Program and includes eligibility requirements, the loan application, and contact information. Additionally, the City’s program was advertised in the City's Leaflet that is mailed to all residents in the City. The City's monthly e-newsletter, includes information on Lake Forest Housing Programs, including information the Housing Rehabilitation Loan program.
Households 12
Program 17: Code Enforcement and Neighborhood Preservation Continue to seek voluntary compliance for code-related issues and violations. Enforce the California Building Code and target education regarding the City’shousing rehabilitation loan and paint programs to areas of the community with higher proportions of low- and moderate-income households which may oftenhave code violations. Review code enforcement trends on a quarterly basis to identify any geographicareas of the community that warrant special support and focus future code compliance education in those areas as needed. Strive to increase the number of proactive code enforcement educationalinteractions by 5% over the course of the planning period. 12/31/2029 6th cycle Continous The Community Preservation Division continued to ensure compliance with health and safety, property maintenance, and zoning standards in the City through effective code enforcement. When applicable, code enforcement officers will refer residents to the City's loan and paint programs, the Fair Housing of Orange County Council, and/or the City's new "Love Lake Forest" program. In 2025, the Community Preservation Division closed 556 code enforcement cases. Throughout the year, Code Enforcement data is mapped by case type to recognize any trends to prioritize resources. This data is also presented to the City's Planning Commission. In 2025, the City hired two additional full-time Code Enforcement officers to work in the evenings and weekends to provide additional resources for the Community Preservation Division. The division has also taken the lead in new community outreach projects. These additional tasks were, in part, created to implement City Council strategic initiatives, which focused on improving community engagement in Southwest Lake Forest, and to create a volunteer program to assist residents with property maintenance. This year, the City has partnered with a non-profit organization and established the "Love Lake Forest" program, which is a city-wide volunteer program and establishes a city-wide volunteer day. The primary goal of the volunteer program is to assist elderly, disabled, and low-income homeowners, as well as those facing code enforcement challenges, with minor property maintenance tasks.
Other 0 https://lovelakeforest.org/
114
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 18: Energy Conservation and Energy Efficiency Opportunities Improve energy-efficiency in new and existing development and promote available programs and benefits to all City residents, especially lower-income residents. Review the General Plan to determine if updates are appropriate no later than December 1, 2022 and complete updates, if needed, no later than December 1, 2023. 12/1/2023 6th cycle Completed In 2022, City staff reviewed the General Plan and determined that the Public Facility Element included at least 7 implementation actions related to energy conservation and energy efficiency that would apply to both existing and proposed housing. As such, City Staff determined that the General Plan does not need to be amended related to this Housing Program. In response to the 7 related General Plan implementation actions, the City created a sustainability webpage, which is housed under the Community Development Department of the City’s general website. The City’s sustainability page offers local residents information and links to learn about recommendations, rebates, and reward programs from regional partners. The sustainability pages specifically include a pages dedicated for energy conservation for residents. This page includes recommendations for energy conservation, and information with links to energy saving programs that can help residents retrofit their buildings with energy efficient utilities and appliances, while saving them money and supporting the environment. The Energy Upgrade California link includes a free do-it-yourself energy efficiency audit to assist residents make their homes more efficient. The website includes information and links from programs from agencies such as Southern California Edison (SCE), California Energy Commission, Energy Star, Energy Upgrade California, Go Green Business Energy Financing, and Southern California Gas Company (SoCalGas). Additionally, the City has new sustainability flyers at the front counter that includes the Energy Upgrade California “Do-ItYourself” home energy audit, information on the SCE Energy Savings Assistance Program, and information on switching to electric. All the flyers include QR codes with links to related websites.
Other 1 https://www.lakeforestca.gov/departme
nts/community_development/sustainabil
ity/index.php
Program 19: Lead Based Paint Education and Reduction Program Educate the community on issues regarding lead-based paint hazards. Share two bilingual geotargeted social media posts annually to census tracts/neighborhoods with homes built before 1978 with education and resource information. Include a discussion of the issue and resource information in the City News section of the Leaflet and Recreation Guide (once annually), which is distributedto all Lake Forest residents. 12/31/2029 6th cycle Continous The City's website includes information on lead paint education with links to .pdfs of the EPA's "Protect Your Family From Lead in Your Home" pamphlet in both English and Spanish. Additionally, the City’s monthly e-newsletter, which is emailed to residents, includes information on the Lake Forest Housing Programs. This information includes a link to the lead based paint information on the City’s website.
Other 0 https://www.lakeforestca.gov/departme
nts/economic_development/housing/ind
ex.php
Program 20: Homebuyer Assistance Programs
Continue to promote the homebuyer assistance programs with a special focus on educating residents in areas of the City with higher proportions of renters and lowerincome residents through social media posts and posting hard copy flyers at civic facilities; assist five households annually (as funding is available). 12/31/2029 6th cycle Continous The City coordinates with the County of Orange, which offers a homeownership program where participants may be able to use housing assistance subsidies for mortgage payments. The Homeownership program is special housing program under the Housing Choice Voucher program. The Housing Choice Voucher program is promoted on the City's webpage dedicated to affordable housing. This webpage includes a link to the OC Housing Authority Housing Voucher Program website. Additionally, the City’s monthly e-newsletter, which is emailed to residents, included information on Lake Forest Housing Programs, including information on Homebuyer Assistance Programs via the Housing Choice Voucher program.
Other 0 https://www.lakeforestca.gov/departme
nts/economic_development/housing/aff
ordable_housing.php
115
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 21: Fair Housing Services
Support fair housing service providers and efforts to minimize discriminatory housing practices. 12/31/2029 6th cycle Continous The City partners with the Fair Housing Council of Orange County (FHCOC) to eliminate discriminatory housing practices in the community and further fair housing. In Fiscal Year 2024-25, the City awarded FHCOC a grant to fund counseling services for Lake Forest tenants and landlords, fair housing enforcement, and community education in furtherance of fair housing. During Fiscal Year 2024-2025, a total of 105 households were assisted addressing 284 issues and disputes related to rental agreements, notices, security deposits, unit habitability, and other housing issues. FHCOC reported one housing discrimination complaint was received from a Lake Forest resident during the year; however, the issue was resolved through counseling. The City Housing Webpage includes information on Fair Housing with links to ” Fair Housing is Your Right Under the Law Q&A Flyer” in both English and Spanish. The flyer provides information about discrimination, tenant rights, and includes contact information for the Fair Housing Council of Orange County. Additionally, the City’s monthly e-newsletter, which is emailed to residents, included information on Lake Forest Housing Programs, including information on the FHCOC.
Other 0 https://www.lakeforestca.gov/departme
nts/economic_development/housing/ind
ex.php
Program 22: Affirmatively Furthering Fair Housing Program Facilitate equal and fair housing opportunities by implementing actions to affirmatively further fair housing and opportunities for all persons regardless ofrace, religion, sex, age, marital or familial status, ancestry, national origin, color, disability, or other protected characteristics through provision of information,coordination, and education on fair housing law and practices to residents, landlords, and housing developers. 12/31/2029 6th cycle Continous In the past year, the City has implemented the following related to affirmatively furthering fair housing: The City maintains a “Fair Housing Matters” section on the City’s “Housing” webpage. The City has added flyers that the City created in partnership with the Fair Housing Council of Orange County in both Spanish and English. The flyer provides information about discrimination, tenant rights, and includes contact information for the Fair Housing Council of Orange County.In Fiscal Year 2024-2025, the City awarded the Fair Housing Council of Orange County a grant for counseling services for tenants and landlords, enforcement, and community education in furtherance of fair housing. During Fiscal Year 2023-2024, a total of 105 households were assisted addressing 284 issues and disputes related to rental agreements, notices, security deposits, unit habitability, and other housing issues. (Program 21) In 2025, the City finalized the purchase and sales agreement with the nonprofit, South County Outreach to preserve the affordability of a single-bedroom condominium located at 20702 El Toro Road, #35. The affordability requirement for the unit was going to expire in 2027. The City used CDBG funds (net total of $332,671) to purchase the property and sell the property back to South County Outreach with an associated regulatory agreement that requires the property to be rented to very low-income households for a period of 30 years. Additionally, in 2025, the City added $1,000,000 of housing in-lieu fees and the City's Housing Authority lowmoderate income housing asset funds to the orginally awarded $3,350,000, to National Core Renaissance to develop an affordable housing project in the City. In 2025, the City ministerially approved the 50-unit affordable apartment complex with four density bonus incentives. The City assisted the developer by timely filling out the required forms for the LIHTC. Also in 2025, the City has a strategic initiative to explore the possibility of a new affordable housing project with a park on a currently vacant park site. (Housing Program 5)The City continued the Housing Rehabilitation Loan Program and issued 12 CDBG funded loans to income-qualified residents. (Housing Program 16).
Other 0
116
Name of Program Objective
Projected
Completion
Date in
Housing
Element
Applicable Cycle Status of Program Implementation Program Implementation Details Quantified Outcomes: Category Quantified Outcomes: Count Supporting Documents Program 23: Economic Displacement Risk Analysis
Conduct a Displacement Risk Analysis Study to identify the local conditions that lead to displacement and develop and implement an action program based on the results; the action program will include specific metrics relevant to the local community based on the results of the analysis. Identify potential partners to participate in the study that specialize in eviction related topics related to displacement. Annually monitor program effectiveness. Conduct analysis by December 31, 2023 and begin to establish resulting programs (if any) by December 31, 2024. Ongoing implementation and reporting throughout the planning period through the Housing Element Annual Progress Report (APR). 12/31/2023 6th cycle Completed The City’s 5 new mixed-use areas are spread out throughout the City in the low, moderate, and high TCAC opportunity areas. All of the mixed-use areas are commercial or industrial areas in the city, with no residential units. Therefore the redevelopment of these properties will not create any direct displacement of residents. To date, the City has only approved one housing project, which has not been constructed, in any of the new re-zoned areas. As such, no housing development has occurred in the re-zoned properties.
Other 1
Program 24: Neighborhood Improvement Task Force
Improve the Southwest Lake Forest neighborhood through implementation of the recommendations of the Neighborhood Improvement Plan. 12/31/2029 6th cycle Continous In 2025, the City initiated the third Southwest Lake Forest Neighborhood Improvement Project. The Neighborhood Improvement Task Force (NITF) headed by the Community Preservation Division, includes staff members from various City departments, to implement a strategic plan to engage with the community in the southern part of the city and make improvements. The third focus area is bounded by the 5-freeway, Rockfield Blvd, El Toro Road, and the City’s boundary. The area has approximately 424 residential properties and 33 commercial businesses. During April, City consultants assisted the task force by conducting detailed door-to-door surveys of residents and businesses in the area. The surveys gather input and opinions on the City's current services, including public safety, maintenance, and other areas. The outreach efforts culminated in a community pop-up event held on Maryvine Street in May, where approximately 100 residents participated. Based on the Community’s input and City staff interviews, the consultant prepared a “Neighborhood Improvement Needs Assessment” that concluded with neighborhood recommendations. The City has already started implementing some of the recommendations. In October, the City organized a ‘Southwest Sips’ event took place on Maryvine Street. This gathering provided an opportunity for residents to meet with then Mayor Pro Tem Robert Pequeno and city staff while enjoying coffee and light refreshments. Attendees discussed their neighborhood, shared concerns, and made suggestions on how the city could improve services in the area.
Additionally, city staff provided updates on various initiatives affecting the community. Based on Community input, in November, the NITF, in conjunction with the city’s waste hauler, CR&R, carried out a successful dump day in the Project Area . Despite heavy rain, the event went ahead, and over 1.5 tons of household items were dumped by residents. The City will be implementing more of the recommendations from the Needs Assessment in 2026.
Other 0
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Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning 6th Cycle 10/15/2021 - 10/15/2029
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
34 APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of
Commercial
Development Bonus
Commercial Development Bonus Date
Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020
118
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
The description should adequately document how each unit complies with subsection (c) of Government Code Section 65583.1+.
For detailed reporting requirements, see the chcklist here:
Extremely LowIncome+ Very Low- Income+ Low-Income+ TOTAL UNITS+ Extremely Low- Income+ Very Low- Income+ Low-Income+ TOTAL UNITS+ https://www.hcd.ca.gov/community- development/docs/adequate-sites-checklist.pdf Rehabilitation ActivityPreservation of Units At-RiskAcquisition of UnitsMobilehome Park PreservationTotal Units by Income Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.
Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020
119
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field
Reporting Period 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulasPlanning Period 6th Cycle 10/15/2021 - 10/15/2029 Notes
23 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Moderate Income
Units Converted from
Above Moderate
Date
Converted Notes
Summary Row: Start Data Entry Below 00 0 0 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restriction for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA 120
Jurisdiction Lake Forest
Reporting Period 2025
(Jan. 1 - Dec.
31)
Period 6th Cycle 10/15/2021 - 10/15/2029 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
23 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Realistic
Capacity
Identified in
the Housing
Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional fieldCells in grey contain auto-calculation formulas Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting year. 121
Jurisdiction Lake Forest Note: "+" indicates an optional field Reporting Period 2025
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation formulas
Designation Size Notes
1 2 34 5 6 7
APN Street Address/Intersection Existing Use Number of Units Surplus Designation Parcel Size (in acres) Notes 614-021-31 El Toro Road, near Jeronimo Road Vacant Surplus Land 0.16 NOTE: This table must contain an inventory of ALL surplus/excess lands the reporting jurisdiction owns Summary Row: Start Data Entry Below
Parcel Identifier
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
122
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Project Type Date
Units
(Beds/Student
Capacity) Granted
Notes
23 56
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Additional
Beds Created Due
to Density Bonus
Notes
Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS
ONLY. This table only needs to be completed if there
were student housing projects WITH a density bonus
approved pursuant to Government Code65915(b)(1)(F)
Annual Progress Report January 2020
123
Jurisdiction Lake Forest ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2025 (Jan. 1 - Dec. 31)Planning Period 6th Cycle 10/15/2021 - 10/15/2029 No Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage containing authorizing local ordinance and supporting materials.
Notes
Table K
Tenant Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational. 124
Jurisdiction Lake Forest Note: "+" indicates an optional field Reporting Period 2025
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation formulas
Size Notes
34 APN Street Address/Intersection Date of Designation Designation Level Historic Site Period Areas of Significance Parcel Size (in acres) Notes Summary Row:
Historical Resources
Parcel Identifier
1 Designation
2 NOTE: This table needs to be completed with any sites within your jurisdiction that were newly added to a National, State, or Local register of historic places within the reporting year. If none, leave blank.
ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table L
125
Jurisdiction Lake Forest
Reporting Year 2025 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.
Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 19Non-Deed Restricted 0Deed Restricted 6Non-Deed Restricted 0Deed Restricted 24Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0 1 50
Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 27Deed Restricted 0Non-Deed Restricted 0 6289
Current Year
Deed Restricted 0Non-Deed Restricted 0Deed Restricted 0Non-Deed Restricted 0Deed Restricted 16Non-Deed Restricted 0Deed Restricted 48Non-Deed Restricted 15Deed Restricted 0Non-Deed Restricted 1 46 126
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Acutely Low
Extremely Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
Acutely Low
Extremely Low
Acutely Low
Extremely Low
ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable.
$ -
Task Status
126
CITY COUNCIL AGENDA REPORT
MEETING DATE: 03/17/2026
DEPARTMENT: Public Works
SUBJECT:
FIRST AMENDMENT TO THE AGREEMENT WITH NIEVES LANDSCAPE, INC., FOR MEDIANS, PARKWAYS, AND SLOPES LANDSCAPE
MAINTENANCE
RECOMMENDED ACTION(S):
1. Approve the First Amendment to the Agreement for Maintenance Services for Medians, Parkways, and Slopes Maintenance Services with Nieves Landscape, Inc.
2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment substantially in the form attached.
EXECUTIVE SUMMARY:
Nieves Landscape Inc, (“Nieves”) is the City’s current landscape contractor for City-owned Medians, Parkways, and Slopes (“MPS”) which includes 159 locations across the city. The original three-year Agreement for Maintenance Services with Nieves (“Agreement”) was approved by the City Council after the completion of a competitive Request for Proposal (“RFP”) process on June 6, 2023, with a compensation amount of $4,036,680 and included two optional oneyear extensions (Attachment 1).
The proposed First Amendment would add $1,386,121.91 and an additional year to the term of the Agreement at the City Council’s discretion. If approved, the new expiration date for the Agreement would be June 30, 2027. The proposed First Amendment increases bid prices 3.01% using the Consumer Price Index (“CPI”) for calendar year 2025 and adds compensation for a not-to-exceed total in the amount of $5,422,801.91. Sufficient funding is included in the 2025-2027 Operating Budget to cover the cost of approving the First Amendment.
BACKGROUND:
The City Council awarded the existing contract for MPS landscaping services on June 6, 2023, after the completion of a competitive Request for Proposal process. The three-year contract was valued at $4,036,680 over three years and Item: 7
127
included two optional one-year extensions. The scope of work consists of general monthly landscape maintenance, weed control, turf grass maintenance, limited tree pruning, pest and rodent control, fertilization, irrigation system maintenance and repairs, and maintenance of drainage facilities.
DISCUSSION:
The current contract with Nieves provides for the maintenance of all landscape medians, parkways, and slopes within the city. The City maintains landscaping at 159 distinct locations within 15.3 acres of medians, 41.86 acres of slopes, and
11.12 acres of parkways. The proposed First Amendment (Attachment 2) with Nieves would extend the contract term to June 30, 2027, thereby exercising the first one-year contract extension allowable under the contract. Additionally, the amendment would increase the contract compensation by $1,386,121.91 for a new not-to-exceed amount of $5,422,801.91.
Staff’s assessment of Nieves’ performance during the contract initial contract term is positive overall. Nieves provides the City with prompt and reliable maintenance in many of the City’s most challenging and varied landscape maintenance areas. The quality of their work is very satisfactory, and they have demonstrated a willingness to provide the City with excellent service. The chart below provides an overall summary of the contractor’s performance since the inception of the contract. Consistent with the City’s Purchasing and Contracting Guidelines and following a vendor assessment (Table 1), staff recommends the City Council approval of the First Amendment to ensure that the City retains the ability to continue maintaining the City’s MPS areas.
Nieves – Performance Review
June 6, 2023, through March 17, 2026
Category Unsatisfied – Very Satisfied
Performance of Scope
of services
☐Unsatisfied ☒Satisfied ☐Very Satisfied ☐N/A
Timeliness ☐Unsatisfied ☒Satisfied ☐Very Satisfied ☐N/A Budget Performance ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Customer Service ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Sufficient funding is included in the 2025-2027 Operating Budget to cover the costs approving the First Amendment. Staff recommend the City Council approve the proposed First Amendment and authorize the Mayor to sign and the City Clerk to attest to the First Amendment. The proposed First Amendment was prepared by the Public Works Department and approved as to form by the City Attorney.
Item: 7
128
FISCAL IMPACT:
Approval of the First Amendment to the Nieves Agreement would increase the compensation amount by $1,386,121.91, bringing the total compensation amount to $5,422,801.91. The First Amendment would also increase unit prices by
3.01% in accordance with the Consumer Price Index. If approved, sufficient funding to cover the costs of the First Amendment exists in the 2025-2027 Operating Budget.
ATTACHMENTS:
1. Agreement for Maintenance Services - Nieves Landscape, Inc.
2. First Amendment to Agreement - Nieves Landscape, Inc.
Initiated By: Michael McConaha, Deputy Director Maintenance and Facilities Submitted By: Douglas Erdman, Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 7
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Attachment 1
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Attachment 2
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 03/17/2026
DEPARTMENT: Public Works
SUBJECT:
FIRST AMENDMENT TO THE AGREEMENT WITH NIEVES LANDSCAPE, INC.,
FOR PASSIVE PARKS LANDSCAPE MAINTENANCE
RECOMMENDED ACTION(S):
1. Approve the First Amendment to the Agreement for Maintenance Services for Passive Parks Landscape Maintenance Services with Nieves Landscape, Inc.
2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment substantially in the form attached.
EXECUTIVE SUMMARY:
Nieves Landscape Inc, (“Nieves”) is the City’s current landscape contractor for Passive Parks which includes 22 parks across the city. The original three-year agreement for Maintenance Services with Nieves (“Agreement”) was approved by the City Council after the completion of a competitive Request for Proposal (“RFP”) process on June 6, 2023, with a compensation amount of $3,365,770.80 and included two optional one-year extensions (Attachment 1).
The proposed First Amendment would add $1,154,188.14 and an additional year to the term of the Agreement at the City Council’s discretion. If approved, the new expiration date for the Agreement would be June 30, 2027. The proposed First Amendment increases bid prices 3.01% using the Consumer Price Index (“CPI”) for calendar year 2025 and adds compensation for a not to exceed in the amount of $4,519,958.94. Sufficient funding is included in the 2025-2027 Operating Budget to cover the cost of approving the First Amendment.
BACKGROUND:
The City Council awarded the existing contract for Passive Park landscaping services on June 6, 2023, after the completion of a competitive Request for Proposal process. The three-year contract was valued at $3,365,770.80 per year and included two optional one-year extensions. The scope of work includes maintaining all landscaping and turf, maintaining park irrigation systems, Item: 8
254
performing minor facility maintenance and repairs, graffiti removal, controlling pests and weeds, and janitorial service at park restrooms.
DISCUSSION:
The current contract with Nieves provides for the maintenance of 22 passive parks, defined by the City as any park without sports turf or ball fields. The proposed First Amendment (Attachment 2) with Nieves would extend the contract term to June 30, 2027, thereby exercising the first one-year contract extension allowable under the contract. Additionally, the amendment would increase the contract compensation by $1,154,188.14 for a new not-to-exceed amount of $4,519,958.94.
Staff’s assessment of Nieves’ performance during the contract initial contract term is positive overall. Nieves provides the City with prompt and reliable maintenance in many of the City’s most challenging and varied landscape maintenance areas. The quality of their work is very satisfactory, and they have demonstrated a willingness to provide the City with excellent service. The chart below provides an overall summary of the contractor’s performance since the inception of the contract. Consistent with the City’s Purchasing and Contracting Guidelines and following a vendor assessment (Table 1), staff recommends the City Council approval of the First Amendment to ensure that the City retains the ability to continue maintaining the City’s Passive Parks.
Nieves – Performance Review
June 6, 2023, through March 3, 2026
Category Unsatisfied – Very Satisfied
Performance of Scope
of services
☐Unsatisfied ☒Satisfied ☐Very Satisfied ☐N/A
Timeliness ☐Unsatisfied ☒Satisfied ☐Very Satisfied ☐N/A Budget Performance ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Customer Service ☐Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Sufficient funding is included in the 2025-2027 Operating Budget to cover the costs approving the First Amendment. Staff recommend the City Council approve the proposed First Amendment and authorize the Mayor to sign and the City Clerk to attest to the First Amendment. The proposed First Amendment was prepared by the Public Works Department and approved as to form by the City Attorney.
Item: 8
255
FISCAL IMPACT:
Approval of the First Amendment to the Nieves Agreement would increase the compensation amount by $1,154,188.14, bringing the total compensation amount to $4,519,958.94. The First Amendment would also increase unit prices by
3.01% in accordance with the Consumer Price Index. If approved, sufficient funding to cover the costs of the First Amendment exists in the 2025-2027 Operating Budget.
ATTACHMENTS:
1. Agreement for Maintenance Services - Nieves Landscape, Inc.
2. First Amendment to Agreement - Nieves Landscape, Inc.
Initiated By: Michael McConaha, Deputy Director Maintenance and Facilities Submitted By: Douglas Erdman, Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 8
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Attachment 1
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Attachment 2
Item: 8
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/17/2026
DEPARTMENT: Management Services
SUBJECT:
FOURTH AMENDMENT TO THE AGREEMENT WITH ORANGE COUNTY
YELLOW MANAGEMENT, LLC FOR SENIOR TAXI TRANSPORTATION
SERVICES
RECOMMENDED ACTION(S):
1. Approve the Fourth Amendment to the Agreement with Orange County Yellow Management, LLC with a compensation amount of $345,543.62 for Senior Taxi Transportation Services.
2. Authorize the Mayor to sign, and the City Clerk to attest, the Fourth Amendment to the Agreement with Orange County Yellow Management, LLC., substantially in the form attached.
EXECUTIVE SUMMARY:
The Community Services Division is responsible for overseeing the City’s Senior Mobility Program (“SMP”). The SMP consists of bus and taxi transportation services for seniors 60 years of age and older who reside in Lake Forest. Funds for the SMP are received from the Orange County Transportation Authority (“OCTA”) under the Measure M2 sales tax program, providing 80% of funding with a 20% City match.
The City has contracted with Orange County Yellow Management, LLC (“OCY”) (formerly California Yellow Cab Inc.) for senior taxi transportation services since 2017. OCY notified staff of their corporate name change in March 2025 (Attachment 1). A summary of all Agreement modifications for the current contract, approved in 2022, are presented in Table 1.
Table 1: Agreement Modifications
Date Contract Compensation Term/Scope
June 2022 City Council
approved
Initial Contract
(Attachment 2)
$169,000 Standard City Contract
(three years with two
optional one-year
extensions).
Item: 9
366
Date Contract Compensation Term/Scope
March 2024 City Manager
signed First
Amendment
(Attachment 3)
No increase in
compensation
Changed the Scope of Work
to expand the programs’
locations as called for in
Strategic Plan Initiative #43.
August 2024 City Manager
signed Second
Amendment
(Attachment 4)
No increase in
compensation
Put in place two minimum
ride fees; $15 minimum
charge for trips taken in Lake
Forest and $20 minimum
charge for trips outside of
Lake Forest.
June 2025 City Council
approved Third
Amendment
(Attachment 5)
Increased
compensation
by $106,543.62
Modified fee structure by
implementing a flat-rate fee
structure based on mileage
tiers; Added an additional
one-year extension.
The proposed Fourth Amendment to the Agreement with OCY would add $70,000 in compensation (Attachment 6). The additional compensation is needed to cover the rising costs of the Senior Taxi Transportation Program, which has seen increased ridership over the past eight months. The proposed increase in compensation is intended to address the funding shortfall and allow the Senior Taxi Transportation Program to continue through the remainder of the fiscal year. The additional $70,000 would come from the City’s existing M2 funding.
Staff is evaluating options to sustain the Senior Taxi Transportation Program for Fiscal Year 2026-27. Staff plan to present a subsequent amendment to the City Council prior to June 30, 2026, that would extend the term and adjust the scope of the Agreement to ensure the Senior Taxi Transportation Program can be sustained for an additional fiscal year.
BACKGROUND:
The current SMP consists of bus transportation and taxi service, both offered through contracts. The majority of funding for the City’s SMP is provided by the OCTA Measure M2. Funding is allocated to Orange County cities based on senior population figures for the entire county. Per the funding agreement with OCTA, the City is required to provide the 20% matching fund amount and OCTA provides the remaining 80% from Measure M2. The City’s 20% matching fund amount is offset by fees collected for the SMP and in-kind work provided by City staff. The City has never contributed funds directly towards the program.
Item: 9
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OCTA’s Measure M2 funding guidelines require that SMP transportation can only be taken to locations within Orange County.
The City contracts with Age Well Senior Services, Inc., (“Age Well”) to provide bus transportation to Lake Forest residents 60 years and older, Monday through Thursday, between the hours of 8:30 a.m. -10:00 a.m. and 2:00 p.m. -2:30 p.m.
Bus transportation includes curb-to-curb service on a fully accessible fourteenpassenger bus. Riders must call in advance to make reservations to ride the bus. Age Well buses transport seniors to City-sponsored senior activities/programs at no charge to riders. Ridership averages about 400 passengers per month. Age Well buses are also used for transportation as part of The Clubhouses’ Mini Excursion program. Transportation to The Clubhouse and staff-organized programs are the focus of the programs associated with the Age Well contract.
The Senior Taxi Transportation Program offers Lake Forest Seniors discounted taxi services 24 hours a day, seven days a week. Seniors typically use the transportation service to complete activities of daily living, such as coming to The Clubhouse, traveling to medical appointments, shopping for groceries, picking up prescriptions, or visiting family members. The service offers Lake Forest seniors who are unable to continue driving the ability to travel independently. The Senior Taxi Transportation Program is provided by OCY (formally California Yellow Cab, see Attachment 1).
A summary of all Agreement modifications for the current contract, approved in 2022, are presented in Table 2.
Table 2: Agreement Modifications
Date Contract Compensation Term/Scope
June 2022 City Council
approved
Initial Contract
(Attachment 2)
$169,000 Standard City Contract
(three years with two
optional one-year
extensions).
March 2024 City Manager
signed First
Amendment
(Attachment 3)
No increase in
compensation
Changed the Scope of Work
to expand the programs’
locations as called for in
Strategic Plan Initiative #43.
August 2024 City Manager
signed Second
Amendment
(Attachment 4)
No increase in
compensation
Put in place two minimum
ride fees; $15 minimum
charge for trips taken in Lake
Forest and $20 minimum
charge for trips outside of
Lake Forest.
Item: 9
368
Date Contract Compensation Term/Scope
June 2025 City Council
approved Third
Amendment
(Attachment 5)
Increased
compensation
by $106,543.62
Modified fee structure by
implementing a flat-rate fee
structure based on mileage
tiers; Added an additional
one-year extension.
Key points regarding the Agreement modifications are summarized below:
• The Second Amendment did not modify the Agreement’s compensation amount; rather, it formally incorporated the minimum trip charges into the contract. The changes instituted by the Second Amendment provided a stable revenue source to OCY drivers who were adjusting to new State laws regulating taxi services. Virtually all cities in the region that contract with OCY instituted similar minimum trip charges.
• Although the Third Amendment is in effect through June 30, 2026, additional Measure M2 funding is required to increase the compensation amount prior to the term expiration due to increased ridership.
The Fourth Amendment to the Agreement (Attachment 6) is proposed in response to increased ridership between the Second and Third Amendments, as well as higher service fees implemented under the Third Amendment. Higher service fees can be attributed to the rise in fuel costs, insurance, and general wear/tear on vehicles.
DISCUSSION:
Beginning with the First Amendment (Fiscal Year 2023-24), which expanded the SMP program as called for in Strategic Plan Initiative #43, staff has seen a continued increase in the number of rides. The expanded SMP program allows riders to travel:
• Throughout Lake Forest,
• Within the city limits of Laguna Niguel, Laguna Woods, Mission Viejo, Rancho Santa Margarita,
• To the VA Clinic in Santa Ana,
• To John Wayne Airport.
This increase in demand is described in graph and Table 3 below.
Item: 9
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Table 3: Ridership Increase
Fiscal Year Number of Rides Percent Increase
2023-24 1,089 N/A
2024-25 5,704 423%
2025-26 *8,044 41%
*Estimate based on July -December 2025 rides of 4,022.
The Third Amendment with OCY, approved by the Couty Council on June 17, 2025, simplified the compensation schedule by eliminating minimum charges, waiting times fees, and specific per-mile assessments for trips under 15 miles.
Instead, OCY now applies a flat-rate fee structure based on mileage tiers. Table 4 describes the costs per year over the same period shown in the Ridership Increase Table 3.
Table 4: Costs Per Year
Fiscal Year Cost Per Year
2023-24 $17,236.00
2024-25 $110,070.71
2025-26 $96,084.30 (July 1- December 31, 2025)
Staff is proposing the Fourth Amendment to the Agreement with OCY (Attachment 6). The Fourth Amendment would increase the compensation by $70,000 for a revised total compensation amount of $345,543.62. The proposed increase in compensation is intended to address the funding shortfall and allow the Senior Taxi Transportation Program to continue through the remainder of the fiscal year. Staff is evaluating options to sustain the Senior Taxi Transportation Program for Fiscal Year 2026-27. Staff plan to present a subsequent amendment to the City Council prior to June 30, 2026, that would extend the term and adjust the scope of the Agreement to ensure the Senior Taxi Transportation Program can be sustained for an additional fiscal year. 1,089
5,704
8,044
0 1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
2023-24 2024-25 2025-26
Number of Rides
Item: 9
370
Vendor Performance Assessment
Pursuant to the City’s Purchasing and Contracting Guidelines, staff complete a vendor performance assessment during a proposed contract amendment. The vendor assessment is a guide to determine if a contract should be amended, renewed, or terminated based on performance in the following categories:
performance of scope of services, timeliness, budget performance, and customer service. Utilizing an evaluation form, staff rates the consultant in each category.
Table 5 below provides an overall assessment of the consultant’s performance since work under the original Agreement was initiated. Consistent with the City’s Purchasing and Contracting Guidelines, including the vendor assessment, the contract is eligible for a contract amendment.
Table 5: Vendor Assessment
Orange County
Yellow Management, LLC
July 1, 2022 – April 7, 2026
Category Assessment
Performance of Scope of
Services
☐ Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A
Timeliness ☐ Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Budget Performance ☐ Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A Customer Performance ☐ Unsatisfied ☐Satisfied ☒Very Satisfied ☐N/A The proposed Fourth Amendment was prepared by the Management Services Department and has been reviewed and approved by the City Attorney as to form. Staff recommend the City Council authorize the proposed Fourth Amendment to the Agreement with Orange County Yellow Management, LLC.
FISCAL IMPACT:
Approval of the recommended action would result in an additional $70,000 in compensation authorized to be paid to Orange County Yellow Management, LLC. Funds for the SMP are received from the Orange County Transportation Authority (“OCTA”) under the Measure M2 sales tax program, providing 80% of funding with a 20% City match. The 2026-2027 Operating Budget includes sufficient funding to cover the costs of the recommended action.
Item: 9
371
ATTACHMENTS:
1. California Yellow Cab Name Change to Orange County Yellow Management, LLC
2. Agreement with Yellow Cab
3. First Amendment to the Agreement with Yellow Cab
4. Second Amendment to the Agreement with Yellow Cab
5. Third Amendment to Yellow Cab Agreement
6. Proposed Fourth Amendment to Yellow Cab Agreement
Initiated By: Victoria Blethen, Recreation Manager
Submitted By: Sean McGovern, Deputy City Manager
Approved By: Debra Rose, City Manager
Item: 9
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Attachment 1
Item: 9
373
OCY Management, LLC
May 13, 2025
Victoria Blethen
City of Lake Forest
100 Civic Center Dr
Lake Forest, CA 92630
Dear Ms. Blethen,
We’re writing to inform you of some exciting changes coming to Cabco Yellow, Inc. Recent developments in California law have required us to revise our business structure. As such, effective June 1, 2025, Cabco Yellow Inc., dba California Yellow Cab will be closing to make way for Orange County Yellow Cooperative, Inc (OCYC). OCYC is Orange County’s first and only Taxicab Cooperative, proudly owned entirely by drivers.
While Cabco Yellow is closing its doors, the new Co-Op has agreed to retain us as management under the banner of OCY Management, LLC. This will ensure seamless continuity of service in the days, months and years ahead.
Our staff, call center, and main office location will remain the same. In the upcoming days Melissa Gomez, Program Manager, will share company details such as a new W9, updated certificates of insurance, and whatever else is necessary to ensure our partnership continues and there is no contract interruption. Should we need to create a new contract or write a letter of agreement, please let us know as soon as possible.
For accounting purposes, please remit all future payment to OCY Management, LLC effective June 1, 2025.
We look forward to our continued partnership. Please do not hesitate to reach out should you have any questions.
Best Regards,
William J. Rouse
CEO
OCY Management, LLC
520 W. Dyer Road, Santa Ana, CA 92707
Item: 9
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Attachment 2
Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Item: 9
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Attachment 3
Item: 9
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SENIOR TRANSPORTATION TAXI SERVICES
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 397
City of Lake Forest
First Amendment to Agreement for Professional Consultant Services Senior Transportation Taxi Services
I. PARTIES AND DATE. ..............................................................................
II. RECITALS...............................................................................................
III. TERMS...................................................................................................
IV. SIGNATURES. ........................................................................................
V. EXHIBIT "A" SCOPE OF SERVICES...........................................................
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 398
Title: Senior Transportation Taxi 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 Cabco Yellow Cab, Inc. dba California Yellow Cab, a California Corporation (Inc.) , with its principal place of business at 520 W. Dyer Road, Santa Ana, CA 92707 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 20 2024
March
Item: 9
399
Title: Senior Transportation Taxi Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Senior Transportation Taxi Consulting Services dated June 23, 2022 (“Agreement”).
2.2. First Amendment
The Parties now desire to amend the Agreement in order to expand the scope of services.
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 400
Title: Senior Transportation Taxi Services
5 3. TERMS.
3.1. Scope of Services.
The Scope of Services as set forth in Exhibit “A” of the Agreement is hereby amended to include the Services set forth in EXHIBIT "A" SCOPE OF SERVICES to this Amendment, attached hereto and incorporated herein.
3.2. Extra Work.
The Scope of Services as set forth in Exhibit “A” of the Agreement is hereby amended to include the Services set forth in EXHIBIT "A" SCOPE OF SERVICES to this Amendment, attached hereto and incorporated herein.
3.3. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 401
Title: Senior Transportation Taxi Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Cabco Yellow Cab, Inc. dba California Yellow Cab
By: [AUTHORIZED CITY SIGNATURE]
Debra Rose
City Manager
By: [VENDOR SIGNATURE 1]
Tim Conlon
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 Bowsher
Chief Financial Officer (Corporation or LLC)
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 402
Title: Senior Transportation Taxi Services
7 5. EXHIBIT "A" SCOPE OF SERVICES
5.1. EXHIBIT "A" SCOPE OF PROFESSIONAL CONSULTANT SERVICES Contractor shall provide professional taxi transportation services related to meeting identified needs of the community's senior citizen population, who are 60 years of age and older and reside in Lake Forest.
These services will focus on the provision of safe and reliable taxi transportation services within the City's boundaries, as well as locations specified below.
Professional services are required by the City for the following tasks:
General Services
Contractor shall provide reservations and taxi services seven (7) days a week twenty- four (24) hours a day including holidays.
Contractor shall provide curb-to-cub services with the required assistance by drivers to those seniors who need any special assistance.
Upon request the contractor must have the ability to offer seniors a wheelchair accessible taxi option.
Contractor shall provide taxi transportation services within Lake Forest, which includes the annexed areas otherwise known as Portola Hills and Foothill Ranch. Contractor shall also provide service within the city limits of Mission Viejo, Laguna Hills, Laguna Woods, and Rancho Santa Margarita.
Contractor shall provide taxi services to the following Satellite Destinations:
Kaiser Hospital, 6640 Alton Pkwy, Irvine
Irvine Transportation Center (Amtrak/Metrolink Stations) Costco Laguna Niguel and Irvine
Irvine Spectrum
John Wayne Airport
VA Community Resources and Referral Center, Santa Ana City and Contractor shall jointly revise and refine the service levels based on actual service demand to maximize service efficiency within the parameters specified by City policies. Prior to the start of each contract period under this contract, City may review the standards established for the senior transportation services to ensure those standards remain appropriate. The City may require any driver be removed from transporting City senior riders for excessive complaints, rudeness, or other inappropriate behavior or appearance.
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 403
Title: Senior Transportation Taxi Services
8 Driver feedback about schedules, customer needs, vehicle maintenance and working conditions is highly recommended and expected.
Contractor shall provide qualified and trained personnel to answer and properly respond to all telephone calls, for senior transportation trip reservations, cancellations, ride check status, service inquiries, and general information requests.
Contractor is required to provide a computerized system for trip reservations, scheduling, and dispatch of senior taxi services, as well as for the collection, recording and reporting of operational and performance data regarding these services.
Program Requirements
Contractor is to comply with all State and Federal regulations relating to driver training, licensing, vehicle inspections, maintenance documentation, and allowable hours on duty requirements, drugs and alcohol resting etc.
Contractor must be recognized on the Orange County Taxi Administration Program Website as an Orange County Approved Taxi Company
All taxis shall be uniformed in appearance and color scheme in conformance. Contractor shall provide the necessary staff and vehicles to ensure efficient and timely administration of reservations, scheduling, and dispatch of City senior transportation trips in accordance with the services schedules and policies set forth by the City. Contractor must demonstrate they have an acceptable recruitment and hiring program which is intended to minimize driver turnover and retain a high-quality work force. Contractor shall provide a uniform to be worn by the driver when operating a vehicle in City service, which will always convey a professional image. All taxis shall be cleaned daily prior to each vehicle service day and shall be kept clean throughout the day. Seating areas shall be kept clean and in good repair with attention paid to cleaning upholstery on a regular basis. Wheelchair lifts shall be kept clean and in good repair. Driver shall inspect vehicle daily, before pulling out of the yard in accordance with state requirements. A Preventive Maintenance Inspection (PMI) will be performed on vehicles at 3,000-mile intervals.
Contractor shall be responsible for all training of the vehicle driver, service policies, passenger fares and overview of other City services.
Upon receipt of notice from the City, the Contractor shall promptly correct any deficiency in Contract's performance.
DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 404
Title: Senior Transportation Taxi Services
9 Contractor shall follow all policies set forth by the County of Orange related to Covid-19 for both employees of the contractor, as well as bus riders.
Reporting Requirements
Daily Records: Contractor shall keep records of customer service reservations taken; reservations include client's name, telephone number, pick-up and drop-off address, time the call was received and time the call was dispatched.
Monthly Summaries: A Monthly Summary shall be attached to the Contractor billing invoice and shall include the following: Date, Passenger Name, Pick-up address, Drop-off address, Pick up time, Drop off time, Trip Miles, Cost of trip, Trip Type, Number of Trips per client, No shows and Cancellations
Incident Reports: Drivers shall be required to complete "incident reports" after any out of the ordinary occurrence during service. Such reports must be submitted to the City for review within 24 hours and should be submitted after such incidents as disputes with or between passengers, passenger injury and accident (during boarding or while on vehicle), passenger misconduct. Vehicles Accidents: Contractor shall notify the City within 24 hours of any accident/incidents and ensure proper follow up on any accidents. City shall retain the right of accident investigation as it sees fit; and may request drug/alcohol screening of a driver found to be at fault under specific circumstances.
Retention/Review of Records; The contractor will maintain all records pertaining to the services performed under a signed agreement for a period of five years. The contractor shall make its records pertaining to a signed Agreement available to the City upon request during regular business hours either for inspection or audit.
Contractor shall provide monthly to the City, OCTA's Safety and Security Reporting Form. The invoice for services rendered shall follow a format provided by the City, with all relevant back-up documentation, including monthly operations summaries, and OCTA's Safety and Security Reporting Form, included with the invoice.
The Contractor shall provide the City with all of the back-up documentation related to a yearly audit by OCTA for City's receiving M2 grant monies for Senior Mobility Programs.
Customer Service Requirements
Contractor shall participate in on-going customer relation efforts as coordinated by the City and may be asked to meet with City staff on an ongoing basis to discuss customer relations. The City staff and Contractor shall investigate and document all complaints or citizen concerns as a part of program administration by collecting as much pertinent information regarding the complaint as possible from the complaining party. The City may require complain investigation DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 405
Title: Senior Transportation Taxi Services
10 on the part of Contractor. The City reserves the right to exclude any of contractor employees or drivers from participating in the program due to findings relating to a complaint or service issue. Contractor will provide the City with the name of a contact person and phone number to call for reporting customer complaints.
Within twenty-four (24) hours of a reported complaint, Contractor's customer service representative will email to the City the steps they are taking to address the client's complaint DocuSign Envelope ID: 176D331D-CCF8-47E4-BBA3-8D5309D970D2 Item: 9 406
Attachment 4
Item: 9
407
SENIOR TRANSPORTATION TAXI SERVICES
(2022-041.2)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: DF6E7274-D1F9-4086-83B5-A0D962CEA5A4 Item: 9 408
City of Lake Forest
Second Amendment to Professional Consultant Services Agreement Senior Transportation Taxi Services
I. PARTIES AND DATE. ..............................................................................
II. RECITALS...............................................................................................
III. TERMS...................................................................................................
IV. SIGNATURES. ........................................................................................
V. EXHIBIT "C" - COMPENSATION..............................................................
Docusign Envelope ID: DF6E7274-D1F9-4086-83B5-A0D962CEA5A4 Item: 9 409
Title: Senior Transportation Taxi 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 Cabco Yellow Cab, Inc. dba California Yellow Cab, a California Corporation (Inc.) , with its principal place of business at 520 W. Dyer Road, Santa Ana, CA 92707 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: DF6E7274-D1F9-4086-83B5-A0D962CEA5A4 2024
1 Aug.
Item: 9
410
Title: Senior Transportation Taxi Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Senior Transportation Taxi Consulting Services dated June 23, 2022 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to expand the scope of services the Agreement dated March 20, 2024 ("First Amendment").
2.3. Second Amendment
The Parties now desire to amend the agreement in order to amend the compensation schedule under the Agreement.
Docusign Envelope ID: DF6E7274-D1F9-4086-83B5-A0D962CEA5A4 Item: 9 411
Title: Senior Transportation Taxi Services
5 3. TERMS.
3.1. Scope of Services.
The Scope of Services as set forth in Exhibit “A” of the Agreement is hereby amended to include the Services set forth in EXHIBIT "A" SCOPE OF SERVICES to this Amendment, attached hereto and incorporated herein.
3.2. Schedule 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.
3.3. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this Second Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
Docusign Envelope ID: DF6E7274-D1F9-4086-83B5-A0D962CEA5A4 Item: 9 412
Title: Senior Transportation Taxi Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Cabco Yellow Cab, Inc. dba California Yellow Cab
By: [AUTHORIZED CITY SIGNATURE]
Debra Rose
City Manager
By: [VENDOR SIGNATURE 1]
Abkar Majid
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]
Jackson Fraser
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: DF6E7274-D1F9-4086-83B5-A0D962CEA5A4 Item: 9 413
Title: Senior Transportation Taxi 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 HUNDRED SIXTY-NINE THOUSAND DOLLARS ($169,000.00). Compensation shall be paid per the following schedule and terms.
Service Type First 1/8
Mile
Each
Additional
1/8 Mile
Wait Time Per
Hour
Wait Time
Calculation
Minimum
Charge
In-City Service $4.50 .40 $36.00 .40 each 40 seconds $15 Outside City
Service
$4.50 .40 $36.00 .40 each 40 seconds $20
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: DF6E7274-D1F9-4086-83B5-A0D962CEA5A4 Item: 9 414
Attachment
Item: 9
415
SENIOR TRANSPORTATION TAXI SERVICES
(2022-041.3)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: 1E7875DB-4283-41FB-A5EE-955FDE35112E Item: 9 416
City of Lake Forest
Third Amendment to Professional Services Agreement
Senior Transportation Taxi Services
I. PARTIES AND DATE. ..............................................................................
II. RECITALS...............................................................................................
III. TERMS...................................................................................................
IV. SIGNATURES. ........................................................................................
V. EXHIBIT "C" - COMPENSATION..............................................................
Docusign Envelope ID: 1E7875DB-4283-41FB-A5EE-955FDE35112E Item: 9 417
Title: Senior Transportation Taxi 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 OCY Management, LLC, a California Corporation (Inc.) , with its principal place of business at 520 W. Dyer Road, Santa Ana, CA 92707 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: 1E7875DB-4283-41FB-A5EE-955FDE35112E June
2025
17th
Item: 9
418
Title: Senior Transportation Taxi Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for June 23, 2022 dated July 1, 2022 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to expand the scope of services under the Agreement dated March 20,2024 ("First Amendment").
2.3. Second Amendment
The Parties entered into that certain Second Amendment to amend the compensation schedule under the Agreement ("Second Amendment").
2.4. Third Amendment
The Parties now desire to amend the Agreement in order to acknowledge the corporate transition from Cabco Yellow Cab, Inc. dba California Yellow Cab to OCY Management, LLC, update the delivery of notices, 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: 1E7875DB-4283-41FB-A5EE-955FDE35112E Item: 9 419
Title: Senior Transportation Taxi 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, 2022 to June 30, 2026, 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 TWO HUNDRED SEVENTY-FIVE THOUSAND
FIVE HUNDRED FORTY-THREE DOLLARS AND SIXTY-TWO CENTS DOLLARS ($275,543.62) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3. Rates of Compensation/ Schedule of Compensation.]
Exhibit “C” of the Agreement is hereby amended in to update rates of compensation in the form of EXHIBIT "C" - COMPENSATION to this First Amendment, attached hereto and incorporated herein.
3.4. Delivery of Notices.
Section 3.6.1.4 of the Agreement is hereby amended as follows:
Consultant: OCY Management, LLC
520 W. Dyer Road
Santa Ana, CA 92707
ATTN: Melissa Gomez, Program Manager
3.5. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this Third Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
Docusign Envelope ID: 1E7875DB-4283-41FB-A5EE-955FDE35112E Item: 9 420
Title: Senior Transportation Taxi Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST OCY Management, LLC
By: [AUTHORIZED CITY SIGNATURE]
Scott Voights
Mayor
By: [VENDOR SIGNATURE 1]
Abkar Majid
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]
Jackson Fraser
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: 1E7875DB-4283-41FB-A5EE-955FDE35112E Item: 9 421
Title: Senior Transportation Taxi 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 HUNDRED SEVENTY-FIVE THOUSAND FIVE HUNDRED FORTY-THREE DOLLARS AND SIXTY-TWO CENTS ($275,543.62). Compensation shall be paid per the following schedule and terms.
Miles Charge
0.1- 2 miles $18.50 one-way
2.1- 4 miles $21.00 one-way
4.1- 6 miles $26.00 one-way
6.1 - 9 miles $33.00 one-way
9.1 - 12 miles $42.00 one-way
12.1 - 15 miles $51.00 one-way
15.1+ miles $3.50 per mile
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: 1E7875DB-4283-41FB-A5EE-955FDE35112E Item: 9 422
Attachment 6
Item: 9
423
SENIOR TRANSPORTATION TAXI SERVICES
(2022-041.4)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: 24C50790-1F50-4AD1-B419-A0BEA085AF6E Item: 9 424
City of Lake Forest
Fourth Amendment to Professional Consultant Services Agreement Senior Transportation Taxi Services
I. PARTIES AND DATE. ..............................................................................
II. RECITALS...............................................................................................
III. TERMS...................................................................................................
IV. SIGNATURES. ........................................................................................
V. EXHIBIT "C" - COMPENSATION..............................................................
Docusign Envelope ID: 24C50790-1F50-4AD1-B419-A0BEA085AF6E Item: 9 425
Title: Senior Transportation Taxi 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 OCY Management, LLC, a California Limited Liability Company (LLC), with its principal place of business at 520 W. Dyer Road, Santa Ana, CA 92707 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: 24C50790-1F50-4AD1-B419-A0BEA085AF6E Item: 9 426
Title: Senior Transportation Taxi Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Senior Transportation Taxi Consulting Services dated June 23, 2022 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to expand the scope of services under the Agreement dated March 20,2024 ("First Amendment").
2.3. Second Amendment
The Parties entered into that certain Second Amendment to amend the compensation schedule under the Agreement ("Second Amendment").
2.4. Third Amendment
The Parties entered into that certain Third Amendment to acknowledge the corporate transition from Cabco Yellow Cab, Inc. dba California Yellow Cab to OCY Management, LLC, update the delivery of notices, extend the term of the Agreement and increase the total amount of compensation under the Agreement, update the rates of compensation under the Agreement (“Third Amendment”).
2.5. Fourth Amendment
The Parties now desire to increase the total amount of compensation under the Agreement.
Docusign Envelope ID: 24C50790-1F50-4AD1-B419-A0BEA085AF6E Item: 9 427
Title: Senior Transportation Taxi Services
5 3. TERMS.
3.1. Compensation.
Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed THREE HUNDRED FORTY-FIVE THOUSAND FIVE
HUNDRED FORTY-THREE DOLLARS AND SIXTY-TWO CENTS DOLLARS ($345,543.62) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.2. Scope of Services.
The Scope of Services as set forth in Exhibit “A” of the Agreement is hereby amended to include the Services set forth in EXHIBIT "A" SCOPE OF SERVICES to this Amendment, attached hereto and incorporated herein.
3.3. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this Fourth Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
Docusign Envelope ID: 24C50790-1F50-4AD1-B419-A0BEA085AF6E Item: 9 428
Title: Senior Transportation Taxi Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST OCY Management, LLC
By: [AUTHORIZED CITY SIGNATURE]
Robert Pequeño
Mayor
By: [VENDOR SIGNATURE 1]
Abkar Majid
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
Thy Merritt
City Clerk
By: [VENDOR SIGNATURE 2]
Jackson Fraser
Secretary
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: 24C50790-1F50-4AD1-B419-A0BEA085AF6E Item: 9 429
Title: Senior Transportation Taxi Services
7 5. EXHIBIT "C" - COMPENSATION
5.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of THREE HUNDRED FORTY-FIVE THOUSAND FIVE HUNDRED FORTY-THREE DOLLARS AND SIXTY-TWO CENTS ($345,543.62).
Compensation shall be paid per the following schedule and terms.
Miles Charge
0.1 - 2 miles $18.50 one-way
2.1- 4 miles $21.00 one-way
4.1- 6 miles $26.00 one-way
6.1 - 9 miles $33.00 one-way
9.1 - 12 miles $42.00 one-way
12.1 - 15 miles $51.00 one-way
15.1 + miles $3.50 per mile
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 03/17/2026
DEPARTMENT: Community Development
SUBJECT:
FIFTH AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT
WITH INTERWEST CONSULTING GROUP, INC. FOR BUILDING AND
SAFETY SERVICES
RECOMMENDED ACTION(S):
1. Approve the Fifth Amendment to the Professional Services Agreement with Interwest Consulting Group, Inc. (“Interwest”) for Building and Safety Services
2. Authorize the Mayor to sign and the City Clerk to attest the Fifth Amendment to the Professional Services Agreement with Interwest, substantially in the form attached.
EXECUTIVE SUMMARY:
On March 25, 2021, the City Council awarded a Professional Services Agreement (“Agreement”) to Interwest Consulting Group, Inc. (“Interwest”) with a total not-to-exceed compensation amount of $3,600,000 for Building and Safety Services, expiring April 30, 2024 (Attachment 1). Since the start of the Agreement, the City Council and City Manager have approved the following amendments listed in Table 1:
Table 1: Agreement and Amendment History with Interwest Amendment Date Approved
Revised
Term End
Date
Change
Total
Compensation
Original
Agreement
(Attachment 1)
March 25, 2021 April 30, 2024
Council-approved
Agreement with
Interwest.
$3,600,000
First
Amendment
(Attachment 2)
January 5, 2023 April 30, 2024
Council-approved
+$2,240,000 in
compensation. $5,840,000
Second
Amendment
(Attachment 3)
February 13, 2024 April 30, 2025
Term extended by one
year, Increased
compensation by
$500,000.
$6,340,000
Third March 11, 2025 April 30, 2026
Council-approved term
extension by one year, $7,312,445
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Amendment Date Approved
Revised
Term End
Date
Change
Total
Compensation
Amendment
(Attachment 4)
Amended
compensation from
revenue share model
to hourly rates,
Increased
compensation by
$972,445.
Fourth
Amendment
(Attachment 5)
February 25, 2026 April 30, 2026
City Manager
approved +$124,555
(3.5%) in
compensation.
$7,437,000
In March 2025, the Third Amendment to the Professional Services Agreement with Interwest (“Third Amendment”) notably transitioned Interwest’s compensation from a revenue-share model to an hourly rates structure in response to declining permit and plan check revenues. Over the past ten months, the hourly compensation model has provided staff with additional operational data to evaluate the long-term delivery of Building and Safety services.
Consistent with the City’s 2025-2032 Strategic Business Plan Initiative #54 – Review of Contract Services vs. In-House Services, staff evaluated whether Building and Safety services would be more effectively delivered through City employees. On March 3, 2026, the City Council authorized six Building and Safety positions to be added to the Classification Plan to support transitioning these services to an in-house model within the Community Development Department.
To maintain uninterrupted services during this transition, staff recommends the City Council approve the proposed Fifth Amendment to the Professional Services Agreement with Interwest (“Fifth Amendment”) (Attachment 6). The Fifth Amendment would:
• Extend the term by one year to April 30, 2027;
• Increase the total compensation by $1,548,000, for a total not-to-exceed amount of $8,985,000;
• Add language to the Scope of Work allowing the City to reduce, modify, or eliminate specific positions or services upon thirty (30) days’ written notice to consultant; and
• Increase hourly billing rates by 3.01% in accordance with the December 2025 Consumer Price Index (“CPI”) beginning May 1, 2026.
Should the City Council approve the proposed Fifth Amendment, the term of the agreement would be extended through April 30, 2027. The Fifth Amendment Item: 10
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would serve as a limited-term bridge agreement to ensure service continuity while the City transitions Building and Safety services to in-house staffing. Staff will return to City Council at a future meeting to recommend multiple on-call Building and Safety services contracts. These agreements would allow the City to access qualified consultant personnel on an as-needed basis to supplement in-house staffing during the transition period, provide backup coverage for City staff vacancies, and maintain access to specialized services such as off-site plan check or stormwater quality inspections.
The proposed Fifth Amendment to the Professional Services Agreement with Interwest was prepared by the Community Development Department and was reviewed and approved as to form by the City Attorney. Sufficient funding is available for Fiscal Year 2025-26 of the 2025-2027 Operating Budget. A budget adjustment will be requested for Fiscal Year 2026-27 during the Mid-Cycle Review Process.
BACKGROUND:
Since its incorporation in 1991, the City has utilized the services of a consulting firm to provide Building and Safety Services to residents and businesses who are building new structures or improving property within the City. Beginning in the early 2000s, the City experienced an increase in building activity with the annexation of the Foothill Ranch and Portola Hills communities and the buildout of the business park/industrial areas within Pacific Commercentre. Following the closure of the Marine Corps Air Station El Toro, the City Council approved the residential development of vacant land under the former flight path in 2008, dubbed the Opportunities Study Area (“OSA”). This allowed for the development of 5,055 new homes, neighborhood parks, the Lake Forest Sports Park, and the Civic Center. Robust construction of new homes commenced in 2014 and continued at a consistent pace until 2024.
Interwest has provided the City with Building and Safety Services since 2009. In accordance with the City’s Purchasing Guidelines, the City has issued a new RFP every five years to ensure the provision of professional building and safety services at a competitive rate. One exception to this practice took place in 2020 due to uncertainties related to permit and plan check revenues caused by the COVID-19 pandemic, in which the City extended Interwest’s Agreement for a sixth year.
The City Council adopted the City of Lake Forest 2025–2032 Strategic Business Plan (“Strategic Plan”) on June 3, 2025. The Strategic Plan includes Initiative SP #54 – Review of Contract Services vs. In-House Services, which directs staff to evaluate whether certain municipal services currently provided through contracted personnel would be more effectively delivered by City employees.
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As the City transitions to a maintenance city, this initiative assessed key service areas to determine whether the current contract service model continues to provide the best value and service levels for the community.
Current Agreement
The current Agreement with Interwest for Building and Safety Services was approved by the City Council on March 25, 2021, after a competitive proposal process consistent with the City’s Purchasing Guidelines. The Agreement included an initial three-year term from May 1, 2021, to April 30, 2024, with two optional one-year extensions. Since then, the Agreement has been amended four times to add compensation and extend the term under the agreement, as detailed in Table 2.
Table 2: Compensation and Term Extensions –Agreement with Interwest Agreement/
Amendment
Date Entered Term Expiration Compensation
Increase
Total
Compensation
Original
Agreement March 25, 2021 April 30, 2024 $3,600,000
First
Amendment January 5, 2023 April 30, 2024 $2,240,000 $5,840,000 Second
Amendment February 13, 2024 April 30, 2025 $500,000 $6,340,000 Third
Amendment March 11, 2025 April 30, 2026 $972,445 $7,312,445 Fourth
Amendment February 25, 2026 April 30, 2026 $124,555 $7,437,000 The Third Amendment with Interwest notably authorized a change in Interwest’s compensation from a revenue share model to hourly rates starting May 2025.
This was due to a decrease in monthly permit and plan check revenues received by the City.
In February 2026, the City Manager authorized the Fourth Amendment to the Professional Services Agreement with Interwest (“Fourth Amendment”), increasing the not-to-exceed compensation amount to fund services through the end of the current Agreement term of April 30, 2026.
In support of Strategic Plan #54, staff continued to evaluate the advantages and disadvantages of delivering Building and Safety services through contracted consultants versus City employees. The transition to hourly compensation over the past ten months assisted in this assessment.
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DISCUSSION:
On March 3, 2026, the City Council authorized six full-time Building and Safety positions to be added to the Classification Plan:
• Building Official
• Building Inspector
• Building Permit Technicians (2)
• Senior Building Inspector
• Senior Building Permit Technician
The authorized positions reflect the staffing necessary to support the transition of Building and Safety services from a contracted model to an in-house operation within the Community Development Department.
Recruitment for a Building Official has begun, with the goal of onboarding the selected candidate prior to initiating additional Building and Safety recruitments.
Establishing this leadership position first ensures that the Building Official will oversee division operations, guide staffing decisions, and lead the transition of Building and Safety from a contract-based model to an in-house operation.
To provide consistent services during the transition of contracted to in-house Building and Safety staffing, staff recommends the City Council approve the proposed Fifth Amendment to the Professional Services Agreement with Interwest (“Fifth Amendment”) (Attachment 6), effectuating the following changes:
• Extend the term by one year to April 30, 2027;
• Increase the total compensation by $1,548,000, for a total not-to-exceed amount of $8,985,000;
• Add language to the Scope of Work acknowledging that the City may reduce, modify, or eliminate specific positions or services identified herein upon thirty (30) days’ written notice to consultant; and • Increase hourly rates by 3.01% in accordance with the December 2025 Consumer Price Index (“CPI”) beginning May 1, 2026.
Term Extension
The current Agreement is set to expire on April 30, 2026. The proposed Fifth Amendment would extend the Agreement term an additional one year to April 30, 2027. This extension serves as a limited-term bridge agreement to ensure uninterrupted service delivery while the City implements the transition of authorized Building and Safety positions to an in-house operational model.
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Compensation
Since May 2025, the median monthly invoice amount for hourly Building and Safety services has been $129,000. Based on this median monthly cost, staff has assessed that an additional $1,548,000 will be required to cover the cost of services through the proposed term of April 30, 2027. This estimate includes hourly rates for personnel inclusive of the CPI increase, overtime for select staff due to the City’s 9/80 schedule, offsite plan check support and Building Official after-hour emergency callouts and inspections. Under the proposed amendment, the total not-to-exceed compensation would increase from $7,437,000 to $8,985,000.
Additional Minor Revisions
Additional minor revisions to the proposed Fifth Amendment are outlined below in Table 3.
Table 3: Additional Minor Revisions to Fifth Amendment
Agreement Article
Reference
Agreement Article
Title Revision
3.3.5 Rate Increases
Billing rate increase of 3.01% per December
2025 CPI. Effective beginning May 1, 2026.
5.1 Exhibit “A” Scope of
Services
Acknowledgement of limited-term bridge
agreement; City may reduce, modify, or
eliminate specific positions or services
identified herein upon thirty (30) days’ written
notice to consultant. As the City transitions
Building and Safety services to in-house
staffing, the use of consultant services may
decrease and be adjusted based on
operational needs. While some overlap in
costs may occur during the transition,
consultant services will be utilized on an asneeded basis to ensure uninterrupted service delivery.
Vendor Assessment
Pursuant to the City’s Purchasing and Contracting Guidelines, staff completes a vendor performance assessment during a proposed agreement amendment. The assessment is used as a guide to determine whether a contract should be amended, renewed, or terminated based on performance in the following categories: performance of scope of services, timeliness, budget performance, and customer service. Utilizing the evaluation form, staff rates the consultant in each category as shown in Table 4.
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Table 4: Vendor Performance Assessment
Interwest Consulting Group, Inc. – Performance Review
May 1, 2021 - February 28, 2026
Category Unsatisfied – Very Satisfied
Performance of Scope of Services ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Timeliness ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Budget Performance ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Customer Service ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied ☐ N/A Recommendation and Next Steps
Consistent with the Purchasing Guidelines and upon performing a vendor assessment, staff recommend the approval of the Fifth Amendment to the Agreement with Interwest for Building and Safety Services. Should the proposed Fifth Amendment be approved, the amended term will expire on April 30, 2027, and the not-to-exceed amount will increase to $8,985,000. The Community Development Department prepared the proposed Fifth Amendment and the City Attorney’s Office reviewed and approved the document as to form (Attachment 6).
The proposed amendment would ensure continuity of Building and Safety services through the end of the extended term on April 30, 2027. Staff will return to City Council at a future meeting to recommend multiple on-call Building and Safety services contracts. These agreements would allow the City to access qualified consultant personnel on an as-needed basis to supplement in-house staffing during the transition period without committing to fixed contracted staffing levels.
The multi-year on-call contracts would provide backup coverage for City staff vacancies and specialized services such as off-site plan check and stormwater quality inspections. Utilizing multiple firms also provides operational flexibility, as the availability of experienced personnel may vary among firms during the contract term. If one firm does not have sufficient staff available to support the Building Division, work can be assigned to another consultant without delay. This approach also expands the pool of available personnel with diverse experience and allows the City to rapidly supplement Building Inspector or Permit Technician staffing in the event of unexpected vacancies or periods of increased building activity.
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FISCAL IMPACT:
The proposed Fifth Amendment would extend the term an additional year, update the rates of compensation, and increase compensation by $1,548,000 to the total not-to-exceed compensation amount under the Agreement of $8,985,000.
Sufficient funding is available for Fiscal Year 2025-26 of the 2025-2027 Operating Budget. A budget adjustment will be requested for Fiscal Year 2026- 27 during the Mid-Cycle Review Process.
ATTACHMENTS:
1. Professional Services Agreement with Interwest Consulting Group, Inc. (March 25, 2021)
2. First Amendment to Agreement with Interwest Consulting Group, Inc. (January 5, 2023)
3. Second Amendment to Agreement with Interwest Consulting Group, Inc. (February 13, 2024)
4. Third Amendment to Agreement with Interwest Consulting Group, Inc. (March 11, 2025)
5. Fourth Amendment to Agreement with Interwest Consulting Group, Inc. (February 25, 2026)
6. Fifth Amendment to Agreement with Interwest Consulting Group, Inc.
Initiated By: Arianna Young, Management Analyst
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
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ATTACHMENT 1
ATTACHMENT 1
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CITY OF LAKE FOREST
PROFESSIONAL CONSUL TANT SERVICES AGREEMENT
1. PARTIES AND DATE,
This Agreement is made and entered into this 2f3 day of Mflt.f<� 20 LJ, 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 C'City") and lnterwest Consulting Group, Inc., a California corporation, with its principal place of business at 1 Jenner, Suite 160, Irvine CA 92618 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Partyn and collectively as "Parties. 0
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain professional building and safety consulting services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced ,in providing professional building and safety consulting services to public clients, is licensed in the State of California, and is familiar with the plans of City.
2.2 Project.
City desires to engage Consultant to render such professional building and safety consulting services for the project ("Project") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional building and safety consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herern 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 telTn of this Agreement shall be from May 1, 2021 to April 30, 2024, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than two (2) additional oneyear terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2 ResponsibHltles of Consultant.
3.2.1 lnde endent Contractor Control and P ment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine the (BB&K 2019)
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means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee.
Consultant retains the right to perfonn similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Sen.rices under this Agreement and as required by law. Consultant 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 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit 1'8" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals In a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated perfonnance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant 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 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 Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Ron Beehler, SE, CBO, ICC, Director, Building and Safety Services and Fred Marzara, PE, ICC, Project Manager, Building Official.
3.2.5 City's Representative. The City hereby designates Gayle Ackerman.
Director of Community Development, or her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement (~City1s Representative0).
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 Citys behalf and to execute all necessary documents which enlarge the Scope of Work or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.
3.2.6 Consultant's Representative. Consultant hereby designates Ron Beehler, (BB&K2019)
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SE, CBO, ICC, Director, Building and Safety Services, or his/her designee, to act as its representative for the perfonnance of this Agreement ("Consultant's Representative").
Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant'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 Servfces. Consultant 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. Consultant 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. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all licenses, pennits, qualifications and approvals of whatever nature that are legaHy required to perfonn the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement.
As provided for in the indemnification pro\l!isions of this Agreement, Consultant shall perfonn, 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 Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is detennined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project. a threat to the safety of persons or property, or any employee who fails or refuses to perfonn the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re~employed to pertorm any of the Services or to work on the Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed cf and in compliance wlth all tocal, state and federal laws, rules and regulations in any manner affecting the peliormance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If Consultant performs any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all costs arising therefrom. Consultant 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. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Servioes, the Consultant shall at all times be in compliance with an applicable local, state and federal laws. rules and regulations., and shall exercise all necessary precautions for the safe~ of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where appllcable, 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, (BB&K2019)
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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. Consultant agrees to procure and maintain, at Consultant's expense all insurance specified in Exhibit ~o~ attached hereto and by this reference incorporated herein. Consultant shall require all subconsultants to calT)' the same policies and limits of insurance that the Consultant is required to maintain, unless otherwise approved in writing by the City.
3.2. 12 Water Quality Management and Compliance.
3.2.12.1 Storm Water Management. Storm, surface, nuisance, or other waters may be enoountered at various times during the Services. Consultant hereby acknowledges that it has investigated the risk arising from such waters, and assumes any and all risks and liabilities arising therefrom.
3.2.12.2 Comgliance with Water Quality Laws, Ordinances and Regulations. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City's ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U..S.C. § 1251, et seq.); the Califomia Porter-Cologne Water Quality Control Act (Water Code§ 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must additionally comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges.
3.2.12.3 Compliance with DAMP and LIP. In addition to compliance with the laws, ordinances and regulations Usted in Section 3.2.12.2 of this Agreement, Consultant must comply with all applicable requirements ofthe Orange County Drainage Area Management Plan ("DAMP"), the City of Lake Forest Local Implementation Plan ("UP") and the applicable Water Quality Management Plan ('WQMP"). The DAMP contains requirements related to design and construction of public projects. Consultant must be familiar tihe DAMP .. and the LIP and comply with the requirements as specified therein.
A co,py of the DAMP is available on the internet at:
https:1/media.ocqov.com/qov/pw/watersheds/documents/damp/default.asp A copy of the LIP is available on the internet at:
http://www.lakeforestca.gov/depts/pw/\wter/local implementation plan %28lip%29.asp More information on 1he applicable WQMP is available on the internet at:
http://www.lakeforestca.gov/depts/pw/water/water quality management plan (wgmp).asp (BB&K 2019)
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3.2.12.4 Standard of Care. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement. Consultant further warrants that it, its employees and subcontractors have or will receive adequate training, as determined by the City, regarding these requirements as they may relate to the Services.
3.2.12.5 LiabUity for Non-compliance.
(A) Indemnity: Failure to comply with laws, regulations, and ordinances listed in Sections 3.2.12.2 and 3.2.12.3 of this Agreement is a violation of federal and state law. Notw[thstanding any other indemnity contained in this Agreement, Consultant agrees to indemnify and hold harmless the City, its officials, officers, agents, employees and authorized volunteers from and against any and all claims, demands, losses or liabilities of any kind or nature which the City, its officials, officers, agents, employees and authorized volunteers may sustain or incur for noncompliance with the laws, regulations, and ordinances listed above, arising out of or in connection with the Services, except for liability resulting from the· sole established negligence, willful misoonduct or active negligence of the City, its officials, officers, agents, employees or authorized volunteers.
(B} Defense: City reserves the right to defend any enforcement action or civil action brought against the City for Consultant's failure to comply with any applicable water quality law, regulation, or policy. Consultant hereby agrees to be bound by, and to reimburse the City for the costs associated with, any settlement reached between the City and the relevant enforcement entity.
(C) Damages: City may seek damages from Consultant for
delay in oompleting the Services caused by Consultant's failure to comply with the la\lVS, regulations and policies described iin Sections 3.2.12.2 and 3.2.12.3 of this Agreement, or any other relevant water quality law, regulation, or policy.
3.3 Fees and Payments.
3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C' attached hereto and incorporated herein by reference. The total compensation shall not exceed THREE MILLION SIX HUNDRED THOUSAND DOLLARS ($3,600,000) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, wm be compensated at the rates and manner set forth in this Agreement.
3.3.2 Payment of Compensation. Consultant shall submit to City a monthly invoice which indicates work completed and hours of Services rendered by Consultant. The lnvoloe shall describe the amount of Services provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the invoice.
City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges thereon. If the City disputes any of Consu'ltant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein.
(BB&K2019)
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3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.
3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perfom, Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.
Consultant shall not perform, nor be compensated for, Extra Work without written authorizati>on from the City.
3.3.5 Rate tncreases. In the event that this Agreement is renewed pursuant to Section 3.1.2, the rate set forth in Exhibit "C~ may be adjusted each year at the time of renewal as set forth in Exhibit "C."
3.4 Labor Code Requirements.
3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the perfonnance of other requirements on °public works" and "maintenance" projects. If the Services are being performed as part of an applicable •public works• or 1 'maintenance1' project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, agents, and volunteers free and hannless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.4.2 Registration. If the Services are being performed as part of an applicable "public works" or "maintenance" project, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1 , the Consultant and all subconsultants must be registered with the Department of Industrial Relations {"DIR"). Consultant shall maintain registration for the duration of the project and require the same of any subconsultants. This project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Contractor's sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR.
3.5 Accounting Records.
3.5.1 Maintenance and Inspection. Consu~tant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall aUow a representative of City during nonnal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shalf allow inspection of all work, data, (BB&K 2019)
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documents, proceedings. and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.6 Genera.I Provisions.
3.6.1 Termination of Agreement.
3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon tennination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause.
3.6.1.2 Effect of Termination. if this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen ( 15) days of the request.
3.6.1.3 Additional Servlces. 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, servlces similar to those terminated.
3.6.1.4 DeUverv of Notices. AH 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:
City:
lnteiwest Consulting Group, Inc.
1 Jenner, Suite 160
Irvine, CA 92618
ATTN: Ron Beehler, Director, Building and Safety Svcs.
City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally deltvered 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.
3.6.2 Ownership of Materials and Confidentiality.
3.6.2.1 Documents & Data: Licensing of lntenectual 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 (B6&K2019)
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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 Consultant under this Agreement (NOocuments & Data"). Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data.
Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provfded to Consultant by the City. City shall not be limited in any way tn its use of the Documents & Data at any time, provided that any such use not within the· purposes intended by this Agreement shaU be at City's sole risk.
3.6.2.2 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 Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the perfomiance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed ocmfidential. Consultant shall not use City's name or inslgnia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.
3.6.2.3 Confidential Information. The City shall refrain from releasing Consultant's proprietary information eProprietary 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 Consultant of its intention to reiease Proprietary Information.
Consultant shall have five (5) working days after receipt of the Release Notice to give City written notice of ConsuUant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all Uability, loss, cost or expense (induding 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) Consultant fails to fully indemnify, defend (with City's choioe 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 infom,ation.
3.6.3 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 oonvenlent to attain the purposes of this Agreement.
3.6.4 Attorney's Fees. If either party commences an actton 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.
3.6.5 Indemnification.
(BB&K 2019)
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To the fullest extent permitted by law, Consultant shall defend (witl1 oounsel 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 Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performanc-e of the Consultant•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. Consultants obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Consultant or the City, its officials, officers, employees, agents or volunteers.
If Consultant's obligation to defend, indemnify, and/or hold harmless arises out of Consultant's perfonnance 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, Consultant's indemnification obl.igation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant's liability for such claim, including the cost to defend, shall not exceed the Consultant's proportionate percentage of fault
3.6.6 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.
3.6.7 Governing Law. This Agreement shaH be governed by the laws of the State of California. Venue shall be in Orange County.
3.6 .. 8 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.6.9 City's Right to Employ other Consultants. City reserves right to employ other consultants in connection with this Project.
3.6.1 O Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.
3.6.11 Assignment or Transfer. Consultant 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.
3.6.12 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 strictJy for or against any Party. Any term referencing time, days or period for perfonnanoe shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise. specified in this Agreement. All references to Clty include its (SB&K2019)
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elected officials, officers,. employees, agents, and volunteers except as othel'Wise specified in this Agreement. The captions of the various artioles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the soope, content, or intent of this Agreement.
3.6.13 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.6.14 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, wtiether 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, estoppal, or otherwise.
3.6.15 No Third-Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3.6.16 Invalidity: Severability. If any portion of this Agreement is deciared invalid, illegal, or otherwise unenforceable by a oourt of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.6.17 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant. to solicit or secure this Agreement. Further, Consultant 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 Consultant, 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 tenn of his or her service with City, shall have any direct interest in this A(;Jreement, or obtain any present or anticipated material benefit arising therefrom.
3.6.18 Equal Opportunity Employment. Consultant 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. Consultant 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.
3.6.19 Labor Certification. By its signature hereunder, Consultant 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 perfom1ance of the Services.
3.6.20 Authority to Enter Agreement. Consultant 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. (BB&K 2019)
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3.6.21 Counterparts. TMs Agreement may be signed in counterparts, each of which shall constitute an original.
3. 7 Subcontracting.
3.7.1 Prior Approval Required. Consultant 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.
3.7.2 Use of Independent Contractors and Subcontractors. Consultant is aware of statutory and case law regarding classification of workers as independent contractors, including California tabor Code Section 2750.3 and Dynamex Operations West1 . Inc. v. Su~rior Court, 4 Cal. 5th 903 (2018). To ensure that Consultant is in compliance with the California Labor Code, Consultant shall only utilize its employees to provide the Services. Consultant may not provide the services through any independent contractor, subcontractor or subconsultant (1'Subcontractor(s)") unless approved by the City as set forth in Section 3.6.1 of the Agreement.
Consultant represents and warrants that all personnel who perform the Services on Consultant's behalf are Consultant's employees, and that Consultant complies with all applicable laws, rules and regulations governing its employees, including, but not limited to, the California Labor Code, Unemployment Insurance Code and an applicable Industrial Welfare Commission Wage Orders.
City shall have the right to audit Consultant's compliance with this Section; upon City's request, Consultant shall provide within five (5} business days documents sufficient to demonstrate its compliance with this Section including, but not limited to, W4s, itemized wage statements, employee handbooks. and time cards for any of Consultant personnel who provides the Services.
Any provisions in the Agreement which provide, imply or suggest that Consultant may use Suboontractors to provide the Services are modified to be consistent with this Section. fn the event that City authorizes Consultant to use a Subcontractor, Consultant shall enter into a written agreement with the Subcontractor, which must include all applicable provisions oft.he Agreement, including a restriction on the Subcontractor's use of further Independent contractors, subcontractors or subconsultants without the City's prior written consent.
3.7.3 Acknowledgment of Employment Relationship. Consultant shall provide each of its employees who it assigns to provide the Servlces with a copy of the "ACKNOWLEDGMENT OF EMPLOYMENT RELATIONSHIP" attached hereto as Exhibit ~A-1" ("Acknow1edgment"), attached hereto and incorporated herein by reference. Each employee who provides the Services must execute the Acknowledgment before Consultant may permit the employee to provide Services for City. Consultant shall provide a copy of each executed Acknowledgment to City upon City's request.
(BB&K2019)
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INTERWEST CONSUL TING GROUP, INC.
By: ___ ....,__ ___ lli,ll'fl a. -;.,,,.,,.. .,+-.,.. -_ -_ -_ -_ -_ -_ -_ -_ -_ -- By: L-:~~~:;z::azl)~~~-..:::::---- Terry Ro i e e ident
ATTEST:
By: ~ ~ J._..,, Lisa Berglund
City Clerk
APPROVED AS TO FORM:
By:
/4 ttt; Cl. 1
Best Best & Krieger LLP
City Attorney
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[If C rporation, ~ O SIGNATURES,
President OR Vice President AND
Secretary OR Treasurer REQUIRED]
gi I COO I Vice President
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EXHIBIT RAIi
SCOPE OF SERVICES
The consultant shall provide the followlng professional seivices:
GENERAL SERVICES
• Plan checking services for erosion control, building (architectural and structural), electrical, mechanical and plumbing work.
• Issuing permits for building, electrical, mechanical and plumbing work. • Managing/coordinating review of plans (for permits to be issued by the Building and Safety Division) by other Departments/Divisions, including routing of plans for plan checking (as appropriate, on a case-by.case basis), transmitting comments to permit applicants, and maintaining records of plan check comments. • Inspection services for erosion control, buUding, electrical, mechanical and plumbing work, including all work requiring a permit issued by the Building & Safety Division, as wall as walls/fences, signs, parking lot striping, and other improvements shown on approved plans. Inspectors will be required to verify consistency between approved plans and as-built projects as a standard practice with all inspections, and to report any significant deviations to the Director or her/his designee prior to final of permits. • Administration by Building Official including, but not limited to, resolution of complex Building Code issues, Building Code adoption including recommendation of code refinements.
• Assistance to the public at the counter within City Hall and via phone and e-mail regarding City processes and code/permit requirements. Intake of plans for review. • Review of oonceptual plans for development proposals and preparation of plan review memoranda identifying significant code compliance deficiencies that may impact the project design and/or feasibility.
• Ability to use the City's permitting software to track all building and safety services based on City-established plan submittal and review, permit issuance, inspectlon, and record management processes.
• Assistance with the configuration, implementation, and on-going support of the City's permitting software (City currently utilizes EnerGov by Tyler Technologies). • Assistance with the transition of additional or new permitting software to further implement online plan submittal, plan review and permit issuance. • Coordination/cooperation with. and consultant to. Planning. Code Enforcement, Public Works and other City staff regarding building, plumbing, mechanical, electrical codes, permitting requirements, permitlprojecVinspection status, and other related matters.
• Coordination with Planning, Code Enforcement, Public Works and other City staff on all requirements for permit issuance including compliance with. conditions of approval. • Ongoing training for assigned personnel for full compliance with current building code standards, software updates, etc.
• Review and support of digital dig,ital/electronic plan tracking and review and support when such services are available.
• Assign personnel with all materials, resources and training necessary to conduct plan reviews, induding a current copy of the applicable City amendments, policies, procedures and fonns.
(BB&K 2019)
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• Provision of City-approved mobile devices and mobile data plans compatible to the City's permitting and land management system for building inspectors or personnel as-needed.
SPECIALIZED SERVICES
• Hillside Development Review and Inspection
Due to the location of new residential construction in the City's hillside areas, the City anticipates plan check, permitting, and inspection activity relating to hillside grading, mechanically-stabilized earth (MSE) retaining walls, other soil retaining systems, and drainage.
Responsibility for grading plan check, permitting, and inspections for grading and drainage was transferred to the City's Public Works Department in 2012. However, the Building and Safety Division retains responsibility for reviewing soils reports, foundations. and retaining walls.
The Building and Safety consultant is required to have access to licensed professionals, wellversed in the field of geotechnical issues, to provide plan checking of retaining walls and review of geotechnical reports, as wen as any special inspections that may be needed. It is expected that these professionals will coordinate with Public Works Department staff on an as-needed basis with regard to geotechnical matters.
• Permitting System Use, Support, Future Online Permitting and Mobile Devices:
The City currently uses EnerGov by Tyler Technologies, a permitting software program.
E.nerGov provides functionality for multiple City departments and divisionsr including the Building and Safety Division, for tracking and managing project reviews, plan check submittals, permit issuance, and inspection activity. New software may be introduced to facilitate a platform for increased online permitting.
The Building and Safety Services consultant will be required to use E.nerGov or any future software system, to track all building and safety serviaes based upon City-established plan submittal and review, permit issuance, inspection, and record management processes. The consultant shall also assist City staff/consultants as requested with Energov permit, inspection, and fee configuration to support Building and Safety opera.tions.
The consultant will be required to fumish its Building Inspectors with City-approved mobile devices with mobile data plans compatible with the City's permitting and land management system, and to pay the annual software licensing and support fees for the mobile portion of the software. The consultant wrn also be responsible for the ongoing maintenance and replacement of the mobile devices if damaged or at "end-of-life." The consultant's mobile device "end-of-life~ shall be aligned to the City's IT equipment and device replacement standards, which most of the City's end-user IT equipment is plaoed and refreshed every 3-4 years after purchase. EnerGov's mobile application (EnerGov IG Inspect app) currently requires tablet devices with Apple iOS, and the Mobile Software Licensing cost is approximately $700-$800 per device per year. • Electronic Plan Checking:
At such time as electronic plan check services are established, plan checkers assigned to the City shall be proficient in the use of the selected software as necessary to accommodate the (BB&K2019)
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public demand for electronic plan checking in accordance with maximum service delivery timeframes stated herein. Applicants for building permits may choose to submit plans electronically. Therefore, the consultant shaU have the capability to accommodate electronic plan checking.
CORE POSITIONS:
The City has identified "Core Positions" that are instrumental to ensure that a responsive and consistent level of professional service is provided to the public and development community.
The personnel serving in the Core Positions are required to work in Lake Forest City Hall during the hours that City Hall is open to the public, provided however that inspection staff will primarily work in the field. Lake Forest City Hall is open Monday through Friday tmm 8:00 a.m. to 6:00 p.m., excluding 10 holidays annually1. The Core Posmons are also required to be avajlable to respond to emergency situations for structural assessments that may be ,required at times when City Hall is closed for business.
The consultant shall include in their proposal the Full-time staffing of the following Core Positions:
Core Position 1: Building Official with Plan Check Capabilities The position is responsible for performing Chief Building Official Services. The Building Official is responsible for overseeing building plan check, inspection, code compliance and permitting, and acts as an official City representative on buildi,ng~related matters.
Duties shall include:
• Serve as the City's Building Official, enforcing construction and construction site stormwater management codes to ensure public and environmental safety and health;
• Oversee and manage required construction site stonnwater quality inspection, reporting and records maintenance;
• Establish and implement building procedures to ensure a high level of customer satisfaction;
• Plan check complex building plans;
• Provide over-the-counter plan check for minor residential remodels and commercial tenant improvements;
• Provide information and assistance to homeowners, businesses and the development community;
• Resolve interpretation issues for compliance with adopted codes; • Manage staffing levels and staff to ensure that all established timeframes are met and ensure quality control review of plan checks and inspections; • Interface with other City departments/divisions in coordinating plan approval and building/storrnwater code related issues;
1 The City reserves the right to change the hours that City Hall is open without amending the contract and with 10-days minimum notice to consultant. (BB&K2019)
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• Ensure use of the City's permitting software by subordinates to track all building and safety services based on City established plan submittal and review, permit issuance, inspection, and record management processes;
• May be required to attend one or more City Council and/or Planning Commission meetings annually, on an as-needed basis, to address Building & Safety related matters.
Qualifications:
• Five or more years increasingly responsible plans examination, building inspections and structural engineering experience, including two or more years in a supervisory or lead role;
• Equivalent to a Bachelor's degree from an accredited college or university, with major course work in engineering, pubUc administration or related field; • Possession of valid ICC certification as a Certified Building Official and ICC certification as a Plans Examiner;
• Experience with residential tract development highly desirable; • Experience with use and configuration of permit tracking software; • Certification as a Qualified SWPPP practitioner or Qualified SWPPP Developer is highly desirable:
• Registered Civil Engineer highly desirable;
• Certification as a California Access Specialist {CASP) highly desirable; • Excellent oral and written communication skills;
• Solution-oriented customer service experience with a wide range of customers, including developers, contractors, homeowners, business owners and City staff.
Core Position 2: Senior Building Inspector
Quties shalUnclude:
• Supervise building inspectors asstgned to Lake Forest and ensure that records are maintained for all building/inspection activities;
• Provide buildingfconstruction site inspections to ensure compllance with the conditions of approval and code requirements set forth on the plans for which the permit was issued, including code compliance with stormwater management requirements for construction sites;
• Resolve Code interpretation issues in the field; Qualifications:
• Three or more years of experience as a Building Inspector; • Certification as a Qualified SWPPP practitioner or Qualified SWPPP Developer with underlying certification is highly desirable;
• ICC Certification as a Building Inspector:
• ICC Certification as a Combination Building Inspector highly desirable; • Experience with residential tract i:nspection;
• Solution-oriented customer service experience with a wide range of customers including developers, contractors, homeowners, business owners and City staff.
Core Position 3: Lead Permit Technicl,an
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Consultant shall provide a Lead Permit Technician. The services of the Lead Pennit Technician shall be required to meet maximum service timeframes, depending on current and future workload.
Duties shall include:
Provide assistance at the building counter, accept plans, issue pennits, provide information to general public, calculate charges and fees, prepare statistical reports, coordinate with the Orange County Fl"e Authority review process and personnel, maintain records and prepare documents for storage and/or fmaging and maintain NP0ES records for new construction.
Qualifications:
• Two or more years of experience performing required technical building and safety support functions;
• High school diploma;
• ICC Certification as a Permit Technician highly desirable; • Experience with the use of permit tracking software;
• Solution-orie,nted customer service experience with a wide range of customers, including contractors, homeowners, business owners and City staff.
SUPPORT POSITIONS:
In addition to the three Core Positions outlined above, the consultant is required to provide supplemental personnel on an as-needed basis to ensure that the City's Maximum Service Timeframes are met. The consultant shall be responsible for ensuring that all personnel assigned to Lake Forest have sufficient on-going training and continuing education to perform their assigned duties.
Support Position(s): Plans Examiner/Deputy Building Official.
Office space for supplemental plan checking for building plans may be provided at City Hall but may take p'lace at an off ~site location provided by the consultant.
Duties shall include:
• All duties of the Building Official when serving as the Acting Building Official; • Review plans prepared by or on behalf of applicants for compliance with building ordinances of the City and State disabled-access and energy regulations; • Coordination with other City departments/divisions in order that ttie requirements of those departments can be incorporated within such building plans:
• Coordinate reviews by other appropriate agencies having jurisdiction in such matters related to the enforcement of Fire, Sanitation and Health Codes; • When satisfied that all building-related conditions of approval and the appropriate requireme,nts of the City's Building Codes have been met, and upon approval as necessary of other City departments, consultant shall issue pennits as appropriately set forth in such codes.
Qualifications:
(BB&K2019)
55136.00200\31918793, 1
Exhibit "A"-5
ATTACHMENT 1
Item: 10
456
• Registered Civil Engineer highly desirable;
• Three or more years of experience as a Plans Examiner; • ICC Certification as a Plans Examiner;
• Certification as a California Access Specialist (GASP) desirable; • Experience with the use of permitting software;
• Solution-oriented customer service experience with a wide range of customers including architects, engineers, developers, contractors, homeowners, business owners and City staff.
Support Posltlon(s): Stonnwater Compllance Manager
Duties shall include:
• Oversees maintenance of NPDES site inventory and annual reporting; • Responsible to ensure the regular inspection and monitoring of construction sites City- wide for compliance with SWPPP requirements and BMP compliance verification;
• Provides quarterly training to building inspectors assigned to the City; • Serves as liaison to City staff;
(Staffing to be provided as support to consultant's City Hall-based team on an as- needed basis.)
Qualifications:
• Possess and maintain a certification for Qualified SWPPP practitioner or Qualified SWPPP Developer,
Support Position(s): Building lnspector(s)
Building inspectors shall be provided as necessary to meet the City's Maximum Service Delivery Timeframes. Inspectors shall be provided office space within City Hall and shall be available for typically 2 hours per day but as needed to meet with applicants, schedule inspections and return phone calls.
Duties shall include:
• Provide building inspection services and building/construction site inspection during the course of construction to verify and enforce compliance with approved plans, conditions of approval as set forth on the plans corresponding to the issued permit, and applicable provisions of the City's ordinances and Codes, including code compliance with stormwater management requirements for construction sites ..
Qualffications:
• Two or more years of experience as a Building Inspector; • ICC Certification as a Building Inspector;
• Certification as a ,Qualified SWPPP practitioner or Qualified SWPPP Developer with underlying certification highly desirable;
(BB&K2019)
55136.00200\31918793.1
Exhibit "A.·6
ATTACHMENT 1
Item: 10
457
• ICC Certification as a Combination Building Inspector highly desirable; • Solution-orrented customer service experience with a wide range of customers including architects, engineers, contractors, homeowners and business owners.
Support Posltlon(s): Pennlt Technlclan(s)
On an as needed basis, consultant shall provide PellTlit Technician(s) to assist the consultant's Lead Permit Technician, The services of the Permit Technician(s) shall be as required to meet maximum service timeframes, based on the current and future workload.
Duties shall include:
• Provide assistance at the building counter, accept plans, issue permits, provide information to the general public, calculate charges and fees, prepare statistic.al reports, coordinate with other City staff/Departments/Divisions and Orange County Fire Authority, maintain records and prepare documents for storage and/or imaging and maintain NPDES records for new construciion.
Qualifications:
• Two or more years of experience performing required technical building and safety support functions;
• High school diploma;
• ICC Certification as a Permit Technician highly desirable; • Experience with the use of an permit tracking software; • Solution-oriented customer service experience with a wide range of customers, including architects. engineers, contractors. homeowners, business owners and City staff.
Miscellaneous
The consultant shall be responsible to furnish all field personnel assigned to the City of Lake Forest with uniform shirts and jackets that identify each individual as an employee of the selected consulting firm working under contract to the City of Lake Forest. (BB&K2019)
55136.00200\31918793.1
Exhibit •A"•7
ATTACHMENT 1
Item: 10
458
EXHIBIT "A-1~•
ACKNOWLEDGMENT OF EMPLOYMENT RELATIONSHIP
lnteiwest Consulting Group, Inc. ("lnterwest") provides cost-efficient staffing services for its public agency clients. One of lnterwest's clients is the City of Lake Forest ("City").
I nterwest and the City are parties to a Professional Consultant Services Agreement ("Agreement"), pursuant to which lnterwest provides a variety of services to the City as called for in the Agreement ("Services").
In connection with lnterwest's performance of the Agreement, It assigns its employees to provide the Services. Because lnteiwest has assigned you as one of its employees who will provide the Services, which may include working out of the City's offices or utiHzing the City's resources, it is important that you understand that you are an lnterwest employee, and not an employee of the City.
By signing below, you acknowledge and agree to the following:
• You are an employee of lnterwest. lnterwest will set your working days and hours, set your assignments (which may be with entities other than City), evaluate your performance, handle disciplinary matters, pay your wages, and provide any required or offered benefits.
• You are not an employee of the City. The City does not set your working days or hours, evaluate your performance, handle disciplinary matters, pay your wages, or provide any benefits of any kind.
• By providing the Services on behalf of lnterwest, neither you or the City intend to create an employment relationship as between you and the City. • The City may provide general instructions to you regarding the results or objectives it wants achieved in connection with the Services. However, only lnterwest may instruct you on the manner or means by which you provide such Services.
• If you believe the City is attempting to control the manner or means by which you provide the Services, or otherwise exercise control over you beyond the setting of objectives, goals or deadlines, you must immediately notify lnterwest.
Signature: _________ _
Print ------------
Date: -------
ATTACHMENT 1
Item: 10
459
EXHIB'.IT "'B"
SCHEDULE OF SERVICES
MAXIMUM SERVICE DELIVERY TIMEFRAMES:
The consultant shall be responsible for managing its personnel levels based on the level of development activity within the City, as necessary to ensure that the following timeframes are met or exceeded at all times:
Service rnmeframe for delivery
Major plan check: 12 weeks (10 working days}
Subsequent plan check-s:-----+1-week {5 working days) •• Mino·r plan checks and single-story
homeowner additions:
Building inspection:
Water Quality Inspections:
3 days if submitted into plan dieck orover t�
counter
The following working day if request is received
before 5 PM
As required by NPbES Pe.rmit ------ -
·
WaterOuaTiiy Annual Reporting:-- �s required by NPDES Pem,it Maintenance of NPDES Site Inventory: �s required by NPDES Permit _ ___ ---- Permit assistance at the public counter: !Average within 10 minutes of customer arrival Return of telephone calls and e-mails: Within 24 hours
'�Xonthly statistical acoounting and-
·-. -Completed at-th_e_e-nd-. of each month
preparation of plans for imaging:
(BB&K2019)
55136.00200\31918793.1
Exhibit •5·.1
ATTACHMENT 1
Item: 10
460
EXHIBIT "C"
COMPENSATION
Consult.ant shall be paid for services rendered in accordance with Section 3.3 of the Agreement and as described above under Exhibit "A" Scope of Services the not-to-exceed fee of three million six hundred thousand dollar ($3,600,000). The not-to-exceed fee shall be equal to 52% of the monthly combined plan review and inspection fees collected by the Building and Safety Division.
This fee includes the as needed services provided by the Stormwater Compliance Manager and Stormwater Compliance Inspector. Any specialized Services that exceed the scope of services will be billed at the hourly rates shown below. No extra services will be billed by Consultant without prior authorization by the City.
Certified Classification H~~rl,l R~t_e!_ • ----· - Deputy Building Official 125 Building Official 145
Permit Technician 70
ICC Certified Plans Examiner 105 --- Plan Check Engineer 135 ICC Certified BuiidinQ Inspector 70 to 95
CASp Specialist 115
Stormwater Comoliai:i~ -~anager 135 - - Stormwater Compliance Inspector 110 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. (BB&K 2017)
55136.002!00\31918793.1
E,chlbll "C"-1
ATTACHMENT 1
Item: 10
461
EXHIBIT "0"
INSURANCE REQUIREMENTS
3.2.11 Insurance.
3.2.11.1 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 suboonsultant has secured all insurance required under thls section.
3.2.11.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be perfonned 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 tern, 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 todo so.
(A) Commercial Ge,neral 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 LiabiHty Insurance: Automobile Liability Insurance vilith 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 witti 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 servlces 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 effectlve 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 e~iration of this Agreement.
3.2.11.3 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 insi.rance policies:
(BB&K2019)
55136.00200\31918793.1
(A) Commercial General Liability:
Exhibit "D" -1
ATTACHMENT 1
Item: 10
462
(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 tenns or purposes of this Agreement. For all policies of Commercial General Liability insuranoe. 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. (2l 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. (8) Automobile Liability:
(C) 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 aHowed for non-payment of premium.
3.2.11.4 Professional Liability (Errors & Omissions):
(A) 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. (8) Contraotual 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.
3.2.11.5 Workers• Compensation:
(A) 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) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the Oty, its officials, officers, employees. agents, and volunteers.
3.2.11.6 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-insuranoe maintained by the City, as officr.als, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
3.2.11.7 Waiver of Subrogation. All policies of Commercial General Liabflity 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 (BB&K2019)
55136.00200\31918793.1
Exhibit "0"·2
ATTACHMENT 1
Item: 10
463
waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, ilS officials, officers, employees, agents, and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
3.2.11.8 Deductibles and Self •Insured Retentions. Any deductible or selfinsured 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 v.iould have been protected had the policy or policies not contained a deductible or self-insured retention.
3.2.11.9 Evldence of Insurance. The Consultant, ooncurrentJy 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 tne 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 riotice of such cancellation or reduction of coverage, file with the City evidence of insurance showlng that the required insurance has been reinstated or has been provided tnrough another insurance company or companies.
3.2.11.1 O Fa;ture 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 wlli 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.
3.2.11.11 Acceptabflity of Insurers. Each such policy shaill 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.
3.2.11.12 Enforcement of Agreement 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.
3.2.11.13 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 nonnally provided by any insurance.
3.2.11.14 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 (BB&K2019)
55136.00200\31918793.1
Exhibit "D" -3
ATTACHMENT 1
Item: 10
464
subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its officials, officers, employees, agents, and volunteers as additional insureds to the suboonsultant'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 thf s Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.
(BB&K2019)
55136.00200\31918793.1
Exhibit ·o· -4
ATTACHMENT 1
Item: 10
465
ATTACHMENT 2
ATTACHMENT 2
Item: 10
466
55136.00200\31919338.1 - 1 -
CITY OF LAKE FOREST
FIRST AMENDMENT TO
AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
PARTIES AND DATE.
This First Amendment to the Agreement for Professional Consultant Services (“First Amendment”) is entered into on the day of ,
,by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, CA 92630 (“City”) and Interwest Consulting Group, Inc., a California corporation, with its principal place of business at 1 Jenner, Suite 160, Irvine, CA 92618 ("Consultant"). City and Consultant are sometimes individually referred to herein as "Party" and collectively as "Parties."
RECITALS.
2.1 Agreement. The Parties entered into that certain Agreement for Building and Safety Consulting Services dated March 25, 2021 (“Agreement”).
2.2 First Amendment. The Parties now desire to amend the Agreement in order to increase the total amount of compensation under the Agreement.
TERMS.
3.1 Compensation. Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed FIVE
MILLION EIGHT HUNDRED FORTY THOUSAND DOLLARS
($5,840,000) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.2 Remaining Provisions of Agreement. Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
DocuSign Envelope ID: 11346FCF-68E7-492D-BBCA-93418A089325 2023
5th January
ATTACHMENT 2
Item: 10
467
55136.00200\31919338.1 - 2 -
CITY OF LAKE FOREST INTERWEST CONSULTING GROUP, INC.
By:
Robert Pequeno
Mayor
By:
Chris Giordano
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By:
Lisa Berglund
City Clerk
By:
David Kniff
Assistant Secretary
APPROVED AS TO FORM:
By:
Best Best & Krieger LLP
City Attorney
DocuSign Envelope ID: 11346FCF-68E7-492D-BBCA-93418A089325 ATTACHMENT 2
Item: 10
468
55136.00200\31919338.1 Attachment “1”-1
ATTACHMENT “1” TO FIRST AMENDMENT TO
AGREEMENT FOR PROFESSIONAL CONSULTANT SERVICES
EXHIBIT “C”
COMPENSATION
Consultant shall be paid for services rendered in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services the not-to-exceed fee of five million eight hundred forty thousand dollars ($5,840,000). The not-to-exceed fee shall be equal to 52% of the monthly combined plan review and inspection fees collected by the Building and Safety Division. This fee includes the as needed services provided by the Stormwater Compliance Manager and Stormwater Compliance Inspector. Any specialized Services that exceed the scope of services will be billed at the hourly rates shown below. No extra services will be billed by Consultant without prior authorization by the City.
Certified Classification Hourly Rates
*Deputy Building Official 125
*Building Official 145
*Permit Technician 70
*ICC Certified Plans Examiner 105
*Plan Check Engineer 135
*ICC Certified Building Inspector 70 to 95
*CASp Specialist 115
*Stormwater Compliance Manager 135
*Stormwater Compliance Inspector 110
*Overtime will be billed at 1.5 times the regular rate as authorized by the City.
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: 11346FCF-68E7-492D-BBCA-93418A089325 ATTACHMENT 2
Item: 10
469
ATTACHMENT
ATTACHMENT
Item: 10
470
BUILDING AND SAFETY CONSULTING SERVICES
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
ATTACHMENT
Item: 10
471
City of Lake Forest
Second Amendment to Agreement for Professional Consultant Services Building and Safety Consulting Services
I. PARTIES AND DATE. ..............................................................................
II. RECITALS. ..............................................................................................
III. TERMS...................................................................................................
IV. SIGNATURES. ........................................................................................
V. EXHIBIT "C" - COMPENSATION ..............................................................
ATTACHMENT
Item: 10
472
Title: Building and Safety 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 Interwest Consulting Group, Inc., a California Corporation (Inc.) , with its principal place of business at 1 Jenner, Suite 160, Irvine, CA 92618 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”
ATTACHMENT
Item: 10
473
Title: Building and Safety Consulting Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Building and Safety Consulting Services dated May 1, 2021 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to the Agreement dated January 5, 2023 ("First Amendment").
2.3. Second 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, update the rates of compensation under the Agreement, update vendor information under this Agreement, and update the Delivery of Notices.
ATTACHMENT
Item: 10
474
Title: Building and Safety 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 May 1, 2021 to April 30, 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 SIX MILLION THREE HUNDRED THOUSAND FORTY DOLLARS ($6,340,000) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3. Delivery of Notices.
Section 3.6.1.4 of the Agreement is hereby amended as follows:
Consultant: Interwest Consulting Group, Inc.
1 Jenner, Suite 160, Irvine, CA 92618
ATTN: Shelby Sieracki, Senior Account Manager
3.4. Rates of Compensation.
Exhibit "C" of the Agreement is hereby amended in its entirety and to include the rates set forth in Attachment 1 to this Amendment.
3.5. Substitution of Key Personnel
Section 3.2.4 of the Agreement is hereby amended as follows:
Consultant 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 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
ATTACHMENT
Item: 10
475
Title: Building and Safety Consulting Services
6 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 Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows:
Faye Yuan, Building Official and Yasaman Houshyar, Deputy Building Official
3.6. Consultant's Representative
Section 3.2.6 of the Agreement is hereby amended as follows:
Consultant hereby designates Shelby Sieracki, Senior Account Manager, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant'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.
3.7. 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.
ATTACHMENT
Item: 10
476
Title: Building and Safety Consulting Services
7 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Interwest Consulting Group, Inc.
By: [AUTHORIZED CITY SIGNATURE]
Mark Tettemer
Mayor
By: [VENDOR SIGNATURE 1]
Paul Meschino
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]
David Kniff
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]
ATTACHMENT
ATTACHMENT
Item: 10
477
Title: Building and Safety Consulting Services
8 5. EXHIBIT "C" - COMPENSATION
5.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of SIX MILLION THREE HUNDRED THOUSAND FORTY DOLLARS ($6,340,000). The not-to-exceed fee shall be equal to 52% of the monthly combined plan review and inspection fees collected by the Building and Safety Division. This fee includes the as needed services provided by the Stormwater Compliance Manager and Stormwater Compliance Inspector. Any specialized Services that exceed the scope of services will be billed at the hourly rates shown below. No extra services will be billed by Consultant without prior authorization by the City.
Compensation shall be paid per the following schedule and terms.
Certified Classification Hourly Rates
(3.5% CPI Increase)
*Deputy Building Official 129.38
*Building Official 150.08
*Permit Technician 72.45
*ICC Certified Plans Examiner 108.68
*Plan Check Engineer 139.73
*ICC Certified Building Inspector 72.45 - 98.33
*CASp Specialist 119.03
*Stormwater Compliance Manager 139.73
*Stormwater Compliance Inspector 113.85
*Overtime will be billed at 1.5 times the regular rate as authorized by the City when requested and funded by an applicant.
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.
Applicant Refunds
The City and Interwest have developed a process in which applicant refunds are properly accounted for when calculating revenue from permit issuance, plan check fees, and inspection services. Every month, check requests are submitted for applicant refunds. The processed monthly requests are then compiled and broken down to calculate Interwest’s share which includes 52% of the refundable portion of the above-listed fees, which are then reduced from the City’s next invoice.
ATTACHMENT
Item: 10
478
ATTACHMENT
ATTACHMENT
Item: 10
479
BUILDING AND SAFETY CONSULTING SERVICES
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
ATTACHMENT
Item: 10
480
City of Lake Forest
undefined
Building and Safety Consulting Services
I. PARTIES AND DATE. ..............................................................................
II. RECITALS. ..............................................................................................
III. TERMS...................................................................................................
IV. SIGNATURES. ........................................................................................
V. EXHIBIT "C" - COMPENSATION ..............................................................
Attachments:
A - REVISED V3 Third Amendment City Council Staff Report (1 Yr Ext and HOURLY)
ATTACHMENT
Item: 10
481
Title: Building and Safety 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 Interwest Consulting Group, Inc., a California Corporation (Inc.) , with its principal place of business at 1 Jenner, Suite 160, Irvine, CA 92618 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”
ATTACHMENT
Item: 10
482
Title: Building and Safety Consulting Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Professional Building and Safety Consulting Services dated March 25, 2021 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to increase the total amount of compensation under the Agreement dated January 5, 2023 ("First Amendment").
2.3. Second Amendment
The Parties entered into that certain Second Amendment to extend the term of the Agreement, increase the total amount of compensation, update the rates of compensation, update vendor information, and update the Delivery of Notices under the Agreement dated February 13, 2024 ("Second Amendment").
2.4. Third Amendment
The Parties now desire to amend the Agreement in order to extend the term of the Agreement, amend the compensation schedule, increase the total amount of compensation, update vendor information, and update the Delivery of Notices under the Agreement.
ATTACHMENT
Item: 10
483
Title: Building and Safety 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 May 1, 2021 to April 30, 2026, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2. Compensation.
Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed SEVEN MILLION THREE HUNDERED TWELVE THOUSAND FOUR HUNDERED FORTY-FIVE DOLLARS ($7,312,445.00) 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. Schedule of Compensation.
Exhibit “C” of the Agreement is hereby amended in its entirety in the form of EXHIBIT "C" - COMPENSATION, attached hereto and incorporated herein.
3.4. Delivery of Notices.
Section 3.6.1.4 of the Agreement is hereby amended as follows:
Consultant: Interwest Consulting Group, Inc.
1 Jenner, Suite 160, Irvine, CA 92618
ATTN: Shelby Cook, Director of Client Success, West Region
3.5. Substitution of Key Personnel / Consultant's Representative Section 3.2.4 of the Agreement is hereby amended as follows:
Consultant 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 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 Project or a threat to the
ATTACHMENT
Item: 10
484
Title: Building and Safety Consulting Services
6 safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Yasaman Houshyar, Building Official Section 3.2.6 of the Agreement is hereby amended as follows:
Consultant hereby designates Shelby Cook, Director of Client Success, West Region, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant'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.
3.6. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this Third Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
ATTACHMENT
Item: 10
485
Title: Building and Safety Consulting Services
7 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Interwest Consulting Group, Inc.
By: [AUTHORIZED CITY SIGNATURE]
Scott Voigts
Mayor
By: [VENDOR SIGNATURE 1]
Chris Giordano
Chief Executive Officer (CEO)
[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]
David Kniff
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]
ATTACHMENT
Item: 10
486
Title: Building and Safety Consulting Services
8 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 SEVEN MILLION THREE HUNDERED TWELVE THOUSAND FOUR HUNDERED FORTY-FIVE DOLLARS ($7,312,445.00). This fee includes the as-needed services provided by the Stormwater Compliance Manager and Stormwater Compliance Inspector. No extra services will be billed by Consultant without prior authorization by the City. Compensation shall be paid on a time and materials basis per the following schedule and terms.
Certified Classification Original Agreement Hourly Rate (Second Amendment)
Hourly Rate (Third Amendment - 3.42% CPI
Increase)
(Effective May 1, 2025)
*Building Official $145 $150.08 $155.21
*Deputy Building Official $125 $129.38 $133.80
*Permit Technician $70 $72.45 $74.93
*ICC Certified Plans Examiner $105 $108.68 $112.40
*Plan Check Engineer $135 $139.73 $144.51
*ICC Certified Building Inspector $70 - $95 $72.45 - $98.33 $74.93 - $101.69 *CASp Specialist $115 $119.03 $123.10
*Stormwater Compliance
Manager $135 $139.73 $144.51
*Stormwater Compliance
Inspector $110 $113.85 $117.74
*Overtime will be billed at 1.5 times the regular rate as authorized by the City when requested and funded by an applicant.
In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Riverside-Orange Counties.
ATTACHMENT
Item: 10
487
ATTACHMENT
ATTACHMENT
Item: 10
488
BUILDING AND SAFETY CONSULTING SERVICES
(2021-009.4)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
ATTACHMENT
Item: 10
489
City of Lake Forest
Fourth Amendment to Professional Consulting Services
Building and Safety Consulting Services
I. PARTIES AND DATE. ..............................................................................
II. RECITALS. ..............................................................................................
III. TERMS...................................................................................................
IV. SIGNATURES. ........................................................................................
V. EXHIBIT "C" - COMPENSATION ..............................................................
ATTACHMENT
Item: 10
490
Title: Building and Safety 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 Interwest Consulting Group, Inc., a California Corporation (Inc.) , with its principal place of business at 1 Jenner, Suite 160, Irvine, CA 92618 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”
ATTACHMENT
Item: 10
491
Title: Building and Safety Consulting Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Professional Building and Safety Consulting Services dated March 25, 2021 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to the Agreement to increase the total amount of compensation under the Agreement dated January 5, 2023 ("First Amendment").
2.3. Second Amendment
The Parties entered into that certain Second Amendment to extend the term of the Agreement, increase the total amount of compensation, update the rates of compensation, update vendor information, and update the Delivery of Notices under the Agreement dated February 13, 2024("Second Amendment").
2.4. Third Amendment
The Parties entered into that certain Third Amendment to extend the term of the Agreement, amend the compensation schedule, increase the total amount of compensation, update vendor information, and update the Delivery of Notices under the Agreement dated March 11, 2025 ("Third Amendment").
2.5. Fourth Amendment
The Parties now desire to amend the Agreement in order to increase the total amount of compensation under the Agreement.
ATTACHMENT
Item: 10
492
Title: Building and Safety Consulting Services
5 3. TERMS.
3.1. Compensation.
Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed SEVEN MILLION FOUR HUNDRED THIRTYSEVEN THOUSAND DOLLARS ($7,437,000.00) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.2. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this Fourth Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
ATTACHMENT
Item: 10
493
Title: Building and Safety Consulting Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Interwest Consulting Group, Inc.
By: [AUTHORIZED CITY SIGNATURE]
Debra Rose
City Manager
By: [VENDOR SIGNATURE 1]
Chris Giordano
Chief Executive Officer (CEO)
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
Thy Merritt
City Clerk
By: [VENDOR SIGNATURE 2]
David Kniff
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]
ATTACHMENT
Item: 10
494
Title: Building and Safety 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 SEVEN MILLION FOUR HUNDRED THIRTY-SEVEN THOUSAND DOLLARS ($7,437,000). This fee includes the as-needed services provided by the Stormwater Compliance Manager and Stormwater Compliance Inspector. No extra services will be billed by Consultant without prior authorization by the City. Compensation shall be paid on a time and materials basis per the following schedule and terms.
Certified Classification Original
Agreement
Hourly Rate
(Second Amendment)
Hourly Rate
(Third Amendment)
Hourly Rate
(Fourth Amendment)
*Building Official $145 $150.08 $155.21 $155.21
*Deputy Building Official $125 $129.38 $133.80 $133.80
*Permit Technician $70 $72.45 $74.93 $74.93
*ICC Certified Plans Examiner $105 $108.68 $112.40 $112.40 *Plan Check Engineer $135 $139.73 $144.51 $144.51
*ICC Certified Building Inspector $70 - $95 $72.45 - $98.33 $74.93 - $101.69 $74.93 - $101.69 *CASp Specialist $115 $119.03 $123.10 $123.10
*Stormwater Compliance Manager $135 $139.73 $144.51 $144.51 *Stormwater Compliance Inspector $110 $113.85 $117.74 $117.74 *Overtime will be billed at 1.5 times the regular rate as authorized by the City when requested and funded by an applicant.
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.
ATTACHMENT
Item: 10
495
ATTACHMENT 6
ATTACHMENT 6
Item: 10
496
BUILDING AND SAFETY CONSULTING SERVICES
(2021-009.5)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
497
City of Lake Forest
Fifth Amendment to Professional Consultant Services Agreement Building and Safety Consulting Services
I. PARTIES AND DATE. ..............................................................................
II. RECITALS...............................................................................................
III. TERMS...................................................................................................
IV. SIGNATURES. ........................................................................................
V. EXHIBIT "A" SCOPE OF SERVICES ...........................................................
VI. EXHIBIT "C" - COMPENSATION..............................................................
Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
498
Title: Building and Safety 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 Interwest Consulting Group, Inc., a California Corporation (Inc.) , with its principal place of business at 1 Jenner, Suite 160, Irvine, CA 92618 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
499
Title: Building and Safety Consulting Services
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Professional Building and Safety Consulting Services dated March 25, 2021 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to the Agreement to increase the total amount of compensation under the Agreement dated January 5, 2023 ("First Amendment").
2.3. Second Amendment
The Parties entered into that certain Second Amendment to extend the term of the Agreement, increase the total amount of compensation, update the rates of compensation, update vendor information, and update the Delivery of Notices under the Agreement dated February 13, 2024 ("Second Amendment").
2.4. Third Amendment
The Parties entered into that certain Third Amendment to extend the term of the Agreement, amend the compensation schedule, increase the total amount of compensation, update vendor information, and update the Delivery of Notices under the Agreement dated March 11, 2025 ("Third Amendment").
2.5. Fourth Amendment
The Parties entered into that certain Fourth Amendment to increase the total amount of compensation under the Agreement dated February 25, 2026 ("Fourth Amendment").
2.6. Fifth Amendment
The Parties now desire to amend the Agreement in order to extend the term of the Agreement, amend the scope of services, and increase the total amount of compensation under the Agreement, update the rates of compensation under the Agreement.
Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
500
Title: Building and Safety 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 May 1, 2021 to April 30, 2027, 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 EIGHT MILLION NINE HUNDRED EIGHTY-FIVE THOUSAND DOLLARS ($8,985,000) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.
3.3. Rates of Compensation.
Exhibit “C” of the Agreement is hereby amended in to update rates of compensation in the form of EXHIBIT "C" - COMPENSATION to this First Amendment, attached hereto and incorporated herein.
3.4. Remaining Provisions of Agreement.
Except as otherwise specifically set forth in this Fifth Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
3.5. Scope of Work
Exhibit “A” of the Agreement is hereby amended to allow the City to reduce, modify, or eliminate specific positions or services herein upon thirty (30) days’ written notice to the consultant.
Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
501
Title: Building and Safety Consulting Services
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Interwest Consulting Group, Inc.
By: [AUTHORIZED CITY SIGNATURE]
Robert Pequeño
Mayor
By: [VENDOR SIGNATURE 1]
Chris Giordano
Chief Executive Officer (CEO)
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
Thy Merritt
City Clerk
By: [VENDOR SIGNATURE 2]
David Kniff
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: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
502
Title: Building and Safety Consulting Services
7 5. EXHIBIT "A" SCOPE OF SERVICES
5.1. EXHIBIT "A" SCOPE OF SERVICES
This Exhibit “A” Scope of Services is extended pursuant to the Fifth Amendment as a limited-term bridge agreement. The Parties acknowledge that the City is evaluating the transition of certain Core and/or Support Positions to in-house staffing during the term of this Amendment. Accordingly, the City may reduce, modify, or eliminate specific positions or services identified herein upon thirty (30) days’ written notice to consultant in accordance with the Agreement.
The consultant shall provide the following professional services:
GENERAL SERVICES
• Plan checking services for erosion control, building (architectural and structural), electrical, mechanical and plumbing work.
• Issuing permits for building, electrical, mechanical and plumbing work. • Managing/coordinating review of plans (for permits to be issued by the Building and Safety Division) by other Departments/Divisions, including routing of plans for plan checking (as appropriate, on a caseby-case basis), transmitting comments to permit applicants, and maintaining records of plan check comments.
• Inspection services for erosion control, building, electrical, mechanical and plumbing work, including all work requiring a permit issued by the Building and Safety Division, as well as walls/fences, signs, parking lot striping, and other improvements shown on approved plans. Inspectors will be required to verify consistency between approved plans and as-built projects as a standard practice with all inspections, and to report any significant deviations to the Director or her/his designee prior to final of permits.
• Administration by Building Official including, but not limited to, resolution of complex Building Code issues, Building Code adoption including recommendation of code refinements. • Assistance to the public at the counter within City Hall and via phone and e-mail regarding City processes and code/permit requirements. Intake of plans for review. • Review of conceptual plans for development proposals and preparation of plan review memoranda identifying significant code compliance deficiencies that may impact the project design and/or feasibility.
• Ability to use the City's permitting software to track all building and safety services based on Cityestablished plan submittal and review, permit issuance, inspection, and record management processes. • Assistance with the configuration, implementation, and on-going support of the City's permitting software (City currently utilizes EnerGov by Tyler Technologies). • Assistance with the transition of additional or new permitting software to further implement online plan submittal, plan review and permit issuance.
• Coordination/cooperation with, and consultation to, Planning, Code Enforcement, Public Works and other City staff regarding building, plumbing, mechanical, electrical codes, permitting requirements, permit/project inspection status, and other related matters. • Coordination with Planning, Code Enforcement, Public Works and other City staff on all requirements for permit issuance including compliance with conditions of approval. • Ongoing training for assigned personnel for full compliance with current building code standards, Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
503
Title: Building and Safety Consulting Services
8 software updates, etc.
• Review and support of digital/electronic plan tracking and review and support when such services are available.
• Assign personnel with all materials, resources and training necessary to conduct plan reviews, including a current copy of the applicable City amendments, policies, procedures and forms. • Provision of City-approved mobile devices and mobile data plans compatible to the City's permitting and land management system for building inspectors or personnel as-needed.
SPECIALIZED SERVICES
• Hillside Development Review and Inspection
Due to the location of new residential construction in the City's hillside areas, the City anticipates plan check, permitting, and inspection activity relating to hillside grading, mechanically-stabilized earth (MSE) retaining walls, other soil retaining systems, and drainage. Responsibility for grading plan check, permitting, and inspections for grading and drainage was transferred to the City's Public Works Department in 2012. However, the Building and Safety Division retains responsibility for reviewing soils reports, foundations and retaining walls.
The Building and Safety consultant is required to have access to licensed professionals, well-versed in the field of geotechnical issues, to provide plan checking of retaining walls and review of geotechnical reports, as well as any special inspections that may be needed. It is expected that these professionals will coordinate with Public Works Department staff on an as-needed basis with regard to geotechnical matters.
• Permitting System Use, Support, Future Online Permitting and Mobile Devices:
The City currently uses EnerGov by Tyler Technologies, a permitting software program.
EnerGov provides functionality for multiple City departments and divisions including the Building and Safety Division, for tracking and managing project reviews, plan check submittals, permit issuance, and inspection activity. New software may be introduced to facilitate a platform for increased online permitting.
The Building and Safety Services consultant will be required to use EnerGov or any future software system, to track all building and safety services based upon City-established plan submittal and review, permit issuance, inspection, and record management processes. The consultant shall also assist City staff/consultants as requested with EnerGov permit, inspection, and fee configuration to support Building and Safety operations.
The consultant will be required to furnish its Building Inspectors with City-approved mobile devices with mobile data plans compatible with the City's permitting and land management system, and to pay the annual software licensing and support fees for the mobile portion of the software. The consultant will also be responsible for the ongoing maintenance and replacement of the mobile devices if damaged or at "end-of-life." The consultant's mobile device "end-of-life" shall be aligned to the City's IT equipment and device replacement standards, which most of the City's end-user IT equipment is placed and refreshed every 3-4 years after purchase. EnerGov's mobile application (EnerGov IG Inspect app) Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
504
Title: Building and Safety Consulting Services
9 currently requires tablet devices with Apple iOS, and the Mobile Software Licensing cost is approximately $700-$800 per device per year.
• Electronic Plan Checking:
At such time as electronic plan check services are established, plan checkers assigned to the City shall be proficient in the use of the selected software as necessary to accommodate the public demand for electronic plan checking in accordance with maximum service delivery timeframes stated herein.
Applicants for building permits may choose to submit plans electronically. Therefore, the consultant shall have the capability to accommodate electronic plan checking.
CORE POSITIONS:
The City has identified "Core Positions" that are instrumental to ensure that a responsive and consistent level of professional service is provided to the public and development community. The personnel serving in the Core Positions are required to work in Lake Forest City Hall during the hours that City Hall is open to the public, provided however that inspection staff will primarily work in the field. Lake Forest City Hall is open Monday through Friday from 8:00 a.m. to 6:00 p.m., excluding 10 holidays annually1.
The Core Positions are also required to be available to respond to emergency situations for structural assessments that may be required at times when City Hall is closed for business.
The consultant shall include in their proposal the Full-time staffing of the following Core Positions:
Core Position 1: Building Official with Plan Check Capabilities The position is responsible for performing Chief Building Official Services. The Building Official is responsible for overseeing building plan check, inspection, code compliance and permitting, and acts as an official City representative on building-related matters.
Duties shall include:
• Serve as the City's Building Official, enforcing construction and construction site stormwater management codes to ensure public and environmental safety and health; • Oversee and manage required construction site stormwater quality inspection, reporting and records maintenance;
• Establish and implement building procedures to ensure a high level of customer satisfaction; • Plan check complex building plans;
• Provide over-the-counter plan check for minor residential remodels and commercial tenant improvements;
• Provide information and assistance to homeowners, businesses and the development community; • Resolve interpretation issues for compliance with adopted codes; • Manage staffing levels and staff to ensure that all established timeframes are met and ensure quality control review of plan checks and inspections;
• Interface with other City departments/divisions in coordinating plan approval and building/stormwater code related issues;
• Ensure use of the City's permitting software by subordinates to track all building and safety services based on City established plan submittal and review, permit issuance, inspection, and record Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
505
Title: Building and Safety Consulting Services
10 management processes;
• May be required to attend one or more City Council and/or Planning Commission meetings annually, on an as-needed basis, to address Building and Safety related matters.
Qualifications:
1 The City reserves the right to change the hours that City Hall is open without amending the contract and with 10-days minimum notice to consultant.
Qualifications:
• Five or more years increasingly responsible plans examination, building inspections and structural engineering experience, including two or more years in a supervisory or lead role; • Equivalent to a Bachelor's degree from an accredited college or university, with major course work in engineering, public administration or related field;
• Possession of valid ICC certification as a Certified Building Official and ICC certification as a Plans Examiner;
• Experience with residential tract development highly desirable; • Experience with use and configuration of permit tracking software; • Certification as a Qualified SWPPP practitioner or Qualified SWPPP Developer is highly desirable; • Registered Civil Engineer highly desirable;
• Certification as a California Access Specialist (CASP) highly desirable; • Excellent oral and written communication skills;
• Solution-oriented customer service experience with a wide range of customers, including developers, contractors, homeowners, business owners and City staff.
Core Position 2: Senior Building Inspector
Duties shall include:
• Supervise building inspectors assigned to Lake Forest and ensure that records are maintained for all building/inspection activities;
• Provide building construction site inspections to ensure compliance with the conditions of approval and code requirements set forth on the plans for which the permit was issued, including code compliance with stormwater management requirements for construction sites; • Resolve Code interpretation issues in the field;
Qualifications:
• Three or more years of experience as a Building Inspector; • Certification as a Qualified SWPPP practitioner or Qualified SWPPP Developer with underlying certification is highly desirable;
• ICC Certification as a Building Inspector;
• ICC Certification as a Combination Building Inspector highly desirable; • Experience with residential tract inspection;
• Solution-oriented customer service experience with a wide range of customers including developers, contractors, homeowners, business owners and City staff.
Core Position 3: Lead Permit Technician
Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
Item: 10
506
Title: Building and Safety Consulting Services
11 Consultant shall provide a Lead Permit Technician. The services of the Lead Permit Technician shall be required to meet maximum service timeframes, depending on current and future workload.
Duties shall include:
Provide assistance at the building counter, accept plans, issue permits, provide information to general public, calculate charges and fees, prepare statistical reports, coordinate with the Orange County Fire Authority review process and personnel, maintain records and prepare documents for storage and/or imaging and maintain NPDES records for new construction.
Qualifications:
• Two or more years of experience performing required technical building and safety support functions;
• High school diploma;
• ICC Certification as a Permit Technician highly desirable; • Experience with the use of permit tracking software;
• Solution-oriented customer service experience with a wide range of customers, including contractors, homeowners, business owners and City staff.
SUPPORT POSITIONS:
In addition to the three Core Positions outlined above, the consultant is required to provide supplemental personnel on an as-needed basis to ensure that the City's Maximum Service Timeframes are met. The consultant shall be responsible for ensuring that all personnel assigned to Lake Forest have sufficient on-going training and continuing education to perform their assigned duties.
Support Position(s): Plans Examiner/Deputy Building Official Office space for supplemental plan checking for building plans may be provided at City Hall but may take place at an off-site location provided by the consultant.
Duties shall include:
• All duties of the Building Official when serving as the Acting Building Official; • Review plans prepared by or on behalf of applicants for compliance with building ordinances of the City and State disabled-access and energy regulations;
• Coordination with other City departments/divisions in order that the requirements of those departments can be incorporated within such building plans; • Coordinate reviews by other appropriate agencies having jurisdiction in such matters related to the enforcement of Fire, Sanitation and Health Codes;
• When satisfied that all building-related conditions of approval and the appropriate requirements of the City's Building Codes have been met, and upon approval as necessary of other City departments, consultant shall issue permits as appropriately set forth in such codes.
Qualifications:
• Registered Civil Engineer highly desirable;
• Three or more years of experience as a Plans Examiner; • ICC Certification as a Plans Examiner;
• Certification as a California Access Specialist (CASP) desirable; Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
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Title: Building and Safety Consulting Services
12 • Experience with the use of permitting software;
• Solution-oriented customer service experience with a wide range of customers including architects, engineers, developers, contractors, homeowners, business owners and City staff.
Support Positions(s): Stormwater Compliance Manager
Duties shall include:
• Oversees maintenance of NPDES site inventory and annual reporting; • Responsible to ensure the regular inspection and monitoring of construction sites City-wide for compliance with SWPPP requirements and BMP compliance verification; • Provides quarterly training to building inspectors assigned to the City; • Serves as liaison to City staff;
(Staffing to be provided as support to consultant's City Hall-based team on an as- needed basis.) Qualifications:
• Possess and maintain a certification for Qualified SWPPP practitioner or Qualified SWPPP Developer.
Support Position(s): Building Inspector(s)
Building inspectors shall be provided as necessary to meet the City's Maximum Service Delivery Timeframes. Inspectors shall be provided office space within City Hall and shall be available for typically 2 hours per day but as needed to meet with applicants, schedule inspections and return phone calls.
Duties shall include:
• Provide building inspection services and building/construction site inspection during the course of construction to verify and enforce compliance with approved plans, conditions of approval as set forth on the plans corresponding to the issued permit, and applicable provisions of the City's ordinances and Codes, including code compliance with stormwater management requirements for construction sites.
Qualifications:
• Two or more years of experience as a Building Inspector; • ICC Certification as a Building Inspector;
• Certification as a Qualified SWPPP practitioner or Qualified SWPPP Developer with underlying certification highly desirable;
• Solution-oriented customer service experience with a wide range of customers including architects, engineers, contractors, homeowners and business owners.
Support Positions(s): Permit Technician(s)
On an as needed basis, consultant shall provide Permit Technician(s) to assist the consultant's Lead Permit Technician. The services of the Permit Technician(s) shall be as required to meet maximum service timeframes, based on the current and future workload.
Duties shall include:
• Provide assistance at the building counter, accept plans, issue permits, provide information to the general public, calculate charges and fees, prepare statistical reports, coordinate with other City staff/Departments/Divisions and Orange County Fire Authority, maintain records and Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
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Title: Building and Safety Consulting Services
13 prepare documents for storage and/or imaging and maintain NPDES records for new construction.
Qualifications:
• Two or more years of experience performing required technical building and safety support functions;
• High school diploma;
• ICC Certification as a Permit Technician highly desirable; • Experience with the use of a permit tracking software system; • Solution-oriented customer service experience with a wide range of customers, including architects, engineers, contractors, homeowners, business owners and City staff.
Miscellaneous
The consultant shall be responsible to furnish all field personnel assigned to the City of Lake Forest with uniform shirts and jackets that identify each individual as an employee of the selected consulting firm working under contract to the City of Lake Forest.
Docusign Envelope ID: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
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Title: Building and Safety Consulting Services
14 6. EXHIBIT "C" - COMPENSATION
6.1. 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 fee of EIGHT MILLION NINE HUNDRED EIGHTY-FIVE THOUSAND DOLLARS ($8,985,000). This fee includes the as-needed services provided by the Stormwater Compliance Manager and Stormwater Compliance Inspector. No extra services will be billed by Consultant without prior authorization by the City. Compensation shall be paid on a time and materials basis per the following schedule and terms:
Certified
Classification
Hourly Rate
(Original
Agreement)
Hourly Rate
(First
Agreement)
Hourly Rate
(Second
Amendment)
Hourly Rate
(Third
Amendment)
Hourly Rate
(Fourth
Amendment)
Hourly Rate
(Fifth
Amendment)
*Building Official $145 $145 $150.08 $155.21 $155.21 $159.88 *Deputy Building
Official $125 $125 $129.38 $133.80 $133.80 $137.83
*Permit Technician $70 $70 $72.45 $74.93 $74.93 $77.19
*ICC Certified Plans
Examiner $105 $105 $108.68 $112.40 $112.40 $115.78
*Plan Check
Engineer
$135 $135 $139.73 $144.51 $144.51 $148.86
*ICC Certified
Building Inspector $70 - $90 $70 - $90 $72.45 - $98.33 $74.93 -$101.69 $74.93 -
$101.69
$77.19 -
$104.75
*CASp Specialist $115 $115 $119.03 $123.10 $123.10 $126.81 *Stormwater
Compliance
Manager
$135 $135 $139.73 $144.51 $144.51 $148.86
*Stormwater
Compliance
Inspector
$110 $110 $113.85 $117.74 $117.74 $121.28
*Overtime will be billed at 1.5 times the regular rate as authorized by the City when requested and funded by an applicant.
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: 9AFC1B3A-C6DC-4EA6-BA4B-48DD37E99E94 ATTACHMENT 6
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 3/17/2026
DEPARTMENT: Community Development
SUBJECT:
APPEAL OF THE PLANNING COMMISSION APPROVAL OF THE COSTCO WHOLESALE PROJECT (SITE DEVELOPMENT PERMIT 05-25-5800, USE PERMITS 05-25-5801 THROUGH -5803, PLANNED SIGN PROGRAM 05-25- 5804, AND PUBLIC CONVENIENCE OR NECESSITY DETERMINATION 12-25- 5850)
RECOMMENDED ACTION(S):
1. Find that the project is exempt pursuant to Article 12 – Special Situations, Sec. 15183, Projects Consistent with a Community Plan, General Plan, or Zoning, which mandates that projects which are consistent with the development density established by existing zoning, community plan, or general plan policies for which an EIR was certified shall not require additional environmental review, except as might be necessary to examine whether there are project-specific significant effects which are peculiar to the project or its site; and
2. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING SITE
DEVELOPMENT PERMIT 05-25-5800 TO DEMOLISH THE EXISTING
MOVIE THEATER BUILDING AND SITE IMPROVEMENTS AT 26602
TOWNE CENTRE DR AND CONSTRUCT A NEW 34-FT TALL, 165,068 GROSS SQ. FT. COSTCO WHOLESALE RETAIL BUILDING TO
INCLUDE SURFACE-LEVEL PARKING, LANDSCAPING, SEASONAL
OUTDOOR SALES AND DISPLAY AREAS, AND OTHER ASSOCIATED
IMPROVEMENTS AND USE PERMIT 05-25-5803 FOR EXCEPTIONS TO
THE MIXED USE DEVELOPMENT STANDARDS AND DETERMINING
THE PROJECT TO BE EXEMPT FROM CEQA; and
3. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING USE PERMIT 05-25-5801 AND PUBLIC CONVENIENCE OR NECESSITY
DETERMINATION 12-25-5850 TO ALLOW FOR THE RETAIL SALE OF
BEER, WINE, AND DISTILLED SPIRITS FOR OFF-SITE CONSUMPTION IN CONJUNCTION WITH A TYPE 21 LICENSE FOR COSTCO
WHOLESALE AT 26602 TOWNE CENTRE DRIVE; and
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4. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING USE PERMIT 05-25-5802 TO ALLOW FOR LIGHT AUTOMOTIVE REPAIR IN THE TIRE CENTER FOR COSTCO WHOLESALE AT 26602 TOWNE CENTRE
DRIVE; and
5. Adopt a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LAKE FOREST, CALIFORNIA, APPROVING PLANNED
SIGN PROGRAM 05-25-5804, MODIFYING THE EXISTING PLANNED SIGN PROGRAM APPROVED UNDER PSP 10-17-5094 FOR PHASE 4
OF THE FOOTHILL RANCH TOWNE CENTRE (26562-26672 TOWNE
CENTRE DRIVE).
EXECUTIVE SUMMARY:
The Planning Commission approved the Costco Wholesale Project (“Project”) on February 5, 2026. The Project includes the demolition of the existing movie theater building in Phase 4 of the Foothill Ranch Towne Centre at 26602 Towne Centre Drive, and the construction of a new 34-foot tall, 165,068 square foot (“sq. ft.”) retail building for Costco Wholesale (Site Development Permit 05-25-5800) with alcoholic beverage sales for off-site consumption (Use Permit 05-25-5801 and Public Convenience or Necessity 12-25-5850), light auto repair in the tire center (Use Permit 05-25-5802), exceptions to the mixed-use development regulations (Use Permit 05-25-5803), and a Planned Sign Program (PSP 05-25- 5804) amending the existing Phase 4 PSP regulations.
On February 19, 2026, the City Clerk received an appeal of the Planning Commission’s approval of the Project, which was filed by Lozeau Drury LLP on behalf of the Supporters Alliance for Environmental Responsibility (“SAFER”).
The written appeal (1) disagrees with the City’s environmental exemption determination, (2) requests that the City Council reverse the Planning Commission’s determination, and (3) requests further environmental analysis with a Mitigated Negative Declaration or Environmental Impact Report.
Consistent with Chapter 2.04.100 et seq. of the Lake Forest Municipal Code this appeal is a hearing de novo, which means that the City Council is hearing and making a determination on the project as a whole, and not just the items directly addressed in the appeal. As such, the City Council will be asked to review all evidence in the record, including the complete package of documents presented to the Planning Commission and attached to this staff report, all documents included as attachments to this staff report, and any written and oral testimony presented during the public hearing. Based on that information, the City Council will make a determination regarding the resolutions presented by staff, which Item: 11
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includes the issue being appealed by the appellant. As noted above, staff recommend that the City Council approve the Project.
BACKGROUND:
On February 5, 2026, the Planning Commission conducted a public hearing and voted unanimously to adopt the following resolutions approving the Costco Wholesale Project (“Project”):
• Resolution No. 2026-01, approving Site Development Permit 05-25-5800 and Use Permit (“UP”) 05-25-5803 for the demolition of the existing movie theater building and the construction of a new 34-foot tall, 165,068 sq. ft.
Costco Wholesale retail building with exceptions to the mixed-use development standards.
• Resolution No. 2026-02, approving Use Permit 05-25-5801 and Public Convenience or Necessity Determination 12-25-5850 for the retail sales of beer, wine, and distilled spirits for off-site consumption. • Resolution No. 2026-03, approving Planned Sign Program 05-25-5804, modifying the existing Planned Sign Program in effect for the subject property.
• Resolution No. 2026-05, approving Use Permit 05-58-5802 to allow for light automotive repair in the Costco tire center.
The Planning Commission report which further details the project is provided as Attachment 5.
The Project is subject to the California Environmental Quality Act (“CEQA”). As part of the Project approvals, the Planning Commission found the Project to be exempt from CEQA in accordance with Section 15183 of the CEQA Guidelines.
Section 15183 mandates that projects which are consistent with the development density established by existing zoning, community plan, or general plan policies for which an Environmental Impact Report (“EIR”) was certified shall not require additional environmental review, except as might be necessary to examine whether there are project-specific significant effects which are peculiar to the project or its site.
The use of this CEQA exemption was supported by various technical studies that were prepared by the applicant and peer reviewed by staff and the City’s environmental planning consultant, De Novo Planning Group. An Environmental Compliance Checklist was prepared analyzing the Project and its consistency with the City of Lake Forest 2040 General Plan and accompanying General Plan Final Environmental Impact Report (“FEIR”), which concluded that the proposed Project is within the scope of the 2040 General Plan FEIR, and no further CEQA Item: 11
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documentation is required. The Environmental Compliance Checklist is provided as PC Attachment 5 in the Planning Commission report.
Following the Planning Commission’s decision, a timely appeal was filed with the City Clerk by Lozeau Drury LLP, on behalf of SAFER, in accordance with the appeal procedures set forth in the Lake Forest Municipal Code (“LFMC”) Section
2.04.110.
DISCUSSION:
Section 2.04.110 of the LFMC states that decisions of the Planning Commission are appealable to the City Council within 15 days of the City’s issuance of the notice of the Planning Commission’s decision. Any appeal must set forth the following:
1. The specific action appealed;
2. The specific grounds for the appeal; and
3. The relief or action requested from the Planning Commission or City Council.
An appeal was filed by SAFER with the City Clerk on February 19, 2026, appealing the Planning Commission’s reliance on CEQA Section 15183’s streamlining provisions exempting the Project from CEQA (Attachment 6). The appeal states that “SAFER is concerned that several impacts of this Project, including, but not limited to, air quality, greenhouse gases, and vehicle miles traveled, preclude the use of Section 15183’s streamlining provisions.” The appeal requests that the Council direct staff to prepare an Initial Study and EIR or Mitigated Negative Declaration prior to further consideration of the Project.
CEQA Environmental Analysis:
The California Environmental Quality Act (CEQA) (Public Resources Code §21000 et seq.) requires public agencies to evaluate and disclose the potential environmental impacts of discretionary projects prior to approval. CEQA is intended to inform decision-makers and the public, avoid or reduce environmental impacts where feasible, and disclose reasons for project approval when significant impacts cannot be avoided.
Under CEQA, the lead agency (i.e., City of Lake Forest) must first determine whether a project is subject to environmental review and, if so, what level of review is appropriate. The three primary levels of CEQA review are Exemptions, Negative Declarations/Mitigated Negative Declarations (ND/MND), and EIR’s. As previously mentioned, the approval of this Project relied on CEQA Section 15183, which is a streamlining exemption for projects which are consistent with the development density established by existing zoning, community plan, or Item: 11
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general plan policies for which an EIR was certified. Section 15183 specifically states that “a public agency shall limit its examination of environmental effects to those which the agency determines, in an initial study or other analysis that:
1. Are peculiar to the project or the parcel on which the project would be located,
2. Were not analyzed as significant effects in a prior EIR on the zoning action, general plan, or community plan, with which the project is consistent,
3. Are potentially significant off-site impacts and cumulative impacts which were not discussed in the prior EIR prepared for the general plan, community plan or zoning action, or
4. Are previously identified significant effects which, as a result of substantial new information which was not known at the time the EIR was certified, are determined to have a more severe adverse impact than discussed in the prior EIR.”
The applicant prepared technical studies, including an air quality report, cultural resources report, energy report, geotechnical study, greenhouse gas analysis, hydrology report, water quality management plan, noise impact analysis, and traffic impact analysis, which were reviewed by staff and De Novo Planning Group for their adequacy and appropriateness for use with a CEQA 15183 exemption. De Novo Planning Group subsequently prepared an Environmental Compliance Checklist discussing and analyzing the project against applicable City development standards and policies with explanations about how the application of these uniformly applied standards and policies would ensure that no peculiar or site-specific environmental impacts would occur.
Accordingly, it was determined that the proposed Project is consistent with the land use designations and development intensities assigned to the Project site by the 2040 General Plan, and any impacts were fully addressed in the 2040 General Plan FEIR. De Novo Planning Group prepared a technical response to SAFER’s appeal letter, which is provided as Attachment 7.
Based on the foregoing, and all written and oral testimony presented as part of the public hearing, staff recommends the City Council approve the Project by making the findings listed above in the Recommended Action section of this report, including adopting all resolutions, and finding that the Project is exempt from CEQA.
FISCAL IMPACT:
Item: 11
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There is no fiscal impact associated with this action. The appellant has paid the applicable fee to file an appeal.
ATTACHMENTS:
1. Draft Resolution Approving SDP 05-25-5800 and UP 05-25-5803 (MU Exceptions)
2. Draft Resolution Approving UP 05-25-5801 and PCN 12-25-5850 (Alcohol Sales)
3. Draft Resolution Approving UP 05-25-5802 (Light Automotive Repair)
4. Draft Resolution Approving PSP 05-25-5804 (Planned Sign Program Amendments)
5. February 5, 2026, Planning Commission Report
6. SAFER Appeal Letter
7. Technical Response from De Novo
Initiated By: Connor Musler, AICP, Associate Planner
Submitted By: Gayle Ackerman, AICP, Director of Community Development Approved By: Debra Rose, City Manager
Item: 11
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ATTACHMENT 1
Item: 11
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Resolution
SDP 05-25-5800 & UP 05-25-5803 (Costco Wholesale) Agenda of March 17, 2026