AGENDA
LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, April 21, 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:
https://www.lakeforestca.gov/city_government/agendas_and_minutes/index.php 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/city_government/agendas_and_minutes/index.php .
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]
April 21, 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 Walmer Landaverde, Saddleback Church.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Cub Scout Pack #765.
PRESENTATIONS (Item No. 1)
1. PROCLAMATION DECLARING APRIL 30, 2026, AS NATIONAL THERAPY
ANIMAL DAY
April 21, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 2 RECOMMENDED ACTION: Approve a Proclamation declaring April 30, 2026, as National Therapy Animal Day.
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 – 7)
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 APRIL 7, 2026
RECOMMENDED ACTION: Approve as submitted.
4. PROCLAMATION DECLARING THE MONTH OF APRIL AS COMMUNITY
COLLEGE AWARENESS MONTH
RECOMMENDED ACTION: Approve a proclamation declaring the month of April as Community College Awareness Month.
5. CONTRACT CHANGE ORDER NO. 1 FOR LAKE FOREST SPORTS
PARK HVAC RETROFIT PROJECT (26F04)
RECOMMENDED ACTION: 1. Approve Contract Change Order No. 1 with Trane U.S., Inc. for the Lake Forest Sports Park HVAC Replacement Project (26F04) in the amount of $81,477.35. 2. Authorize the Mayor to April 21, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 3 execute Contract Change Order No. 1.
6. SECOND AMENDMENT TO THE AGREEMENT WITH CROWN FACILITY
SOLUTIONS, INC FOR SPECIAL EVENT JANATORIAL SERVICES AT
THE COMMUNITY CENTER, PERFORMING ARTS CENTER, AND THE
SENIOR CLUBHOUSE
RECOMMENDED ACTION: 1. Approve the Second Amendment to the Agreement to Crown Facility Solutions with a compensation amount of $426,000 for special event janitorial maintenance services at the Community Center, Performing Arts Center, and The Senior Clubhouse.
Authorize the Mayor to sign, and the City Clerk attest, the Second Amendment to the Agreement with Crown Facility Solutions, substantially in the form attached.
7. AWARD OF CONTRACT FOR CITYWIDE TECHNOLOGY MASTER PLAN
CONSULTING SERVICES
RECOMMENDED ACTION: 1. Award a Professional Consultant Services Agreement in the amount of $96,906.98 to ClientFirst Consulting Group LLC for Citywide Technology Master Plan Consulting Services. 2. Authorize the Mayor to sign and the City Clerk to attest to the Agreement with ClientFirst Consulting Group LLC in the form attached.
DISCUSSION/ACTION ITEMS (Item Nos. 8 – 10)
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.
8. ANALYSIS OF THE CITY’S INDUSTRIAL AND BUSINESS PARK
INVENTORY AND TRENDS
RECOMMENDED ACTION: 1. Receive and file the
presentation. 2. Receive and file the report.
9. CONSIDERATION OF COMMUNITY POTLUCK
April 21, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 4 RECOMMENDED ACTION: Exercise City Council discretion.
10. CAPITAL IMPROVEMENT PLAN UPDATE
RECOMMENDED ACTION: Receive and file.
CITY MANAGER'S REPORT
At this time, the City Manager may comment on agenda and non-agenda items; and report on items of interest to the City Council and community.
CITY COUNCIL COMMENTS
At this time, City Council Members may comment on agenda or non-agenda matters. No discussion may take place on any item not appearing on the posted agenda. Council Members may ask a question for clarification, respond to statements made or questions posed by the public, make a brief announcement, or make a brief report on his or her own activities. In addition, the City Council may refer to staff or other resources for factual information, request staff to report back at a subsequent meeting or direct staff to place a matter of business on a future agenda. No action may be taken on non-agenda matters unless authorized by law (Government Code Section 54954.2).
Council Member Tettemer:
Council Member Voigts:
Council Member Yu:
Mayor Pro Tem Cirbo:
Mayor Pequeño:
April 21, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 5
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/city_government/agendas_and_minutes/index.php. 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 April 16, 2026.
Thy Merritt
City Clerk
April 21, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 6
CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/21/2026
DEPARTMENT: City Clerk
SUBJECT:
PROCLAMATION DECLARING APRIL 30, 2026, AS NATIONAL THERAPY
ANIMAL DAY
RECOMMENDED ACTION(S):
Approve a Proclamation declaring April 30, 2026, as National Therapy Animal Day.
EXECUTIVE SUMMARY:
National Therapy Animal Day was created to recognize and honor therapy dogs and other therapy animals who partner with their human companions to bring comfort and healing to those in need. It also raises awareness and educates the public about the role therapy animals play in enhancing the health and well-being of humans and honors the thousands of dedicated handlers who volunteer their time and compassion during visits in a variety of settings. Staff recommend the Council approve the proclamation declaring April 30, 2026, as National Therapy Animal Day.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
Proclamation
Initiated By: Thy Merritt, City Clerk
Submitted By: Thy Merritt, City Clerk
Approved By: Debra Rose, City Manager
Item: 1
7 ATTACHMENT
Item: 1
8 CITY OF LAKE FOREST PROCLAMATION
National Therapy Animal Day – April 30, 2026
WHEREAS, there are thousands of therapy animal teams serving in communities across the United States; and
WHEREAS, interacting with therapy animals can reduce stress, relieve depression, slow heart rate, lower blood pressure and strengthen the immune system; and
WHEREAS, therapy animal teams in the City of Lake Forest play an essential role in improving human health and well-being through the human-animal bond; and
WHEREAS, therapy animal teams interact with a variety of people in our community including veterans, seniors, patients, students, and those approaching end of life; and
WHEREAS, these exceptional therapy animals who partner with their human companions bring comfort and healing to those in need; and
WHEREAS, we encourage more pet owners to consider becoming volunteers to help our community by creating greater access to meaningful therapy animal visits.
NOW, THEREFORE, the City Council of the City of Lake Forest, California, do hereby proclaim April 30, 2026, as National Therapy Animal Day in the City of Lake Forest.
ROBERT PEQUEÑO
Mayor
DOUG CIRBO
Mayor Pro Tem
MARK TETTEMER
Council Member
SCOTT VOIGTS
Council Member
BENJAMIN YU
Council Member
Item: 1
9 CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/21/2026
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
10 April 7, 2026
LAKE FOREST CITY COUNCIL MEETING MINUTES Page 1 of 6
MINUTES OF A REGULAR MEETING
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST
The regular meeting of the City Council of the City of Lake Forest held Tuesday, April 7, 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 Mayor Pro Tem Cirbo absent.
ROLL CALL:
Council Members:
Mark Tettemer
Scott Voigts
Benjamin Yu
Mayor Pro Tem: Doug Cirbo (absent)
Mayor: Robert Pequeño
City Manager: Debra Rose
Assistant City Attorney: HongDao Nguyen
City Clerk: Thy Merritt
INVOCATION: The Invocation was provided by Pastor Dave Evans, Grace Community Church.
PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Girl Scouts Troop #3616.
PRESENTATIONS: (Item No. 1)
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Presentation Item No. 1. The motion was carried by a vote of 4-0 with Mayor Pro Tem Cirbo absent.
1. COMMUNITY EMERGENCY RESPONSE TEAM PROGRAM
City Manager Rose introduced this item and invited Administrative Services Manager De La Paz to provide a presentation. No public comment was offered.
ACTION: Certificates of Completion were presented to the graduates of the Community Emergency Response Team Program and Certificates of Participation to the volunteers for participation in the disaster simulation exercise.
PUBLIC COMMENTS:
Maxim Maximov provided information on the Irene School of Rhythmic Gymnastics, upcoming competitions and requested collaboration with the City.
Brian McMillan expressed concerns with the City’s Code Enforcement Division and violation of his rights.
Omar Tellez provided information on Love Lake Forest Day.
Item: 3
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LAKE FOREST CITY COUNCIL MEETING MINUTES Page 2 of 6
Mark Hermanson recognized his neighbor, who is a member of the graduating Community Emergency Response Team Program (CERT) class and praised Mayor Pequeño’s integrity.
CONSENT CALENDAR: (Item Nos. 2 – 4, 6 - 8)
Consent Calendar Item No. 5 was pulled for discussion.
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Consent Calendar Item Nos. 2 – 4, and 6 – 8. The motion was carried by a vote of 4-0 with Mayor Pro Tem Cirbo absent.
2. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES ACTION: Said Ordinances and Resolutions which appeared on the public agenda were determined to have been read by title and further reading was waived.
3. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON MARCH 17, 2026
ACTION: The minutes were approved as submitted.
4. THIRD AMENDMENT TO THE AGREEMENT WITH ECONOMICS, INC. FOR
SOLID WASTE CONSULTING SERVICES
ACTION: 1. The Third Amendment to the Professional Consultant Services Agreement with EcoNomics, Inc., for Solid Waste Consulting Services was approved. 2. The Mayor was authorized to sign, and the City Clerk to attest, the Third Amendment, substantially in the form attached.
6. PROCLAMATION DECLARING APRIL 24, 2026, AS NATIONAL ARBOR DAY ACTION: Approved a proclamation designating April 24, 2026, as National Arbor Day in the City of Lake Forest.
7. AWARD OF PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR
ON-CALL BUILDING AND SAFETY SERVICES
ACTION: 1. A Professional Consultant Services Agreement with 4LEAF, Inc. for On-Call Building and Safety Services over a three-year term in the amount of $500,000.00 was awarded. 2. The Mayor was authorized to sign and the City Clerk to attest to the agreement with 4LEAF, Inc. substantially in the form attached. 3. A Professional Consultant Services Agreement with Bureau Veritas North America, Inc. for On-Call Building and Safety Services over a three-year term in the amount of $500,000.00 was awarded. 4. The Mayor was authorized Item: 3
12 April 7, 2026
LAKE FOREST CITY COUNCIL MEETING MINUTES Page 3 of 6
to sign and the City Clerk to attest to the agreement with Bureau Veritas North America, Inc. substantially in the form attached. 5. A Professional Consultant Services Agreement with Interwest Consulting Group, Inc. for On-Call Building and Safety Services over a three-year term in the amount of $500,000.00 was awarded. 6. The Mayor was authorized to sign and the City Clerk to attest to the agreement with Interwest Consulting Group, Inc. substantially in the form attached.
8. NOTICE OF COMPLETION FOR MUSCO LIGHT REPLACEMENT PROJECT (23P04)
ACTION: 1. Approved the Contract Change Order No. 1 in the amount of $87,085.87. 2. Adopted a Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING 2025- 2027 OPERATING BUDGET; AMENDING OPERATING APPROPRIATIONS FOR FISCAL YEAR 2025-26. 3. Horizon’s Construction Co., International, Inc. was found to have completed construction of the MUSCO LED Light Replacement Project (23P04). 4. Approved the Notice of Completion and the Mayor was authorized to execute the document on behalf of the City. 5. The City Clerk was authorized to submit the Notice of Completion for recordation to the Office of the County Recorder of Orange County within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code. 6.
Staff was authorized to release any unencumbered retention in accordance with California law.
ITEMS PULLED FOR DISCUSSION: (Item No. 5)
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Consent Calendar Item No. 5. The motion was carried by a vote of 4-0 with Mayor Pro Tem Cirbo absent.
5. EARTH DAY PROCLAMATION
Sean Fletcher offered public comment and provided information on Clean Lake Forest.
ACTION: Approved a proclamation designating Tuesday, April 22, 2026, as Earth Day in the City of Lake Forest.
DISCUSSION/ACTION ITEMS: (Item Nos. 9 – 12)
9. WASTE INFRASTRUCTURE SYSTEM ENTERPRISE AGREEMENT WITH THE
COUNTY OF ORANGE
City Manager Rose introduced the item and invited Administrative Services Manager Groves to provide a presentation. No public comment was offered. City Item: 3
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LAKE FOREST CITY COUNCIL MEETING MINUTES Page 4 of 6
Council questions were asked and answered.
STATEMENT READ INTO THE RECORD:
Council Member Voigts: This item involves an agreement with the County of Orange. I am an employee of the County of Orange, but I do not work for the department that generated the agreement. Because the County of Orange is a public agency and because I do not work for the department in question, I have determined that I have a non-interest in this item and will vote on this agreement.
MOTION: It was moved by Council Member Voigts, seconded by Council Member Tettemer to 1. Approve the Waste Infrastructure System Enterprise Agreement (“WISE Agreement”) with the County of Orange for municipal solid waste disposal rates and services. 2. Authorize the City Manager, or designee, to execute the agreement on behalf of the City and make minor modifications as necessary. The motion was carried by a vote of 4-0 with Mayor Pro Tem Cirbo absent.
10. POTENTIAL REUSE OF WHISPERING HILLS PARK SITE
City Manager Rose introduced the item and invited Assistant City Manager Neves to provide a presentation. Amanda Sheek offered public comment, shared her opposition to affordable housing at the location, expressed concern with lack of transparency and would prefer the installation of a pump track at the location.
Amy Stevens offered public comment, expressed support for the project; has concerns with parking, the effect on nearby businesses, and traffic in the area.
Kenton Boettcher offered public comment and shared his opposition to the project. Ann Owens offered public comment, supports the project, shared concerns with parking and accessibility; suggested the City reach out to residents in the community again. Mark Hermanson offered public comment, inquired if the City is proposing the project due to a State mandate. Jeff Ward offered public comment, is opposed to affordable housing, has concerns with traffic in the area, and would like a park at the site. Rona Henry offered public comment, expressing support for the project. City Council questions were asked and answered.
MOTION: It was moved by Council Member Yu, seconded by Mayor Pequeño, to
1. Authorize Staff to move forward with the Municipal Park Abandonment Law (“MPAL”) and the Surplus Land Act (“SLA”) process to facilitate reuse of the Whispering Hills Park Site. 2. Receive and file. The motion was carried by a vote of 4-0 with Mayor Pro Tem Cirbo absent.
11. PROTECTED-PERMISSIVE LEFT-TURN PHASING PROJECT PHASE 2 City Manager Rose introduced the item and invited Public Works Director Erdman to provide a presentation. No public comment was offered. City Council Item: 3
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LAKE FOREST CITY COUNCIL MEETING MINUTES Page 5 of 6
questions were asked and answered.
MOTION: It was moved by Council Member Voigts, seconded by Council Member Tettemer to direct staff to remove the Phase 2 Protected-Permissive Left Turn Signal Improvements at the intersections of Alton Parkway/Catalina, Alton Parkway/Monarch, Bake Parkway/Towne Centre, and Lake Forest Drive/Towne Centre from the 2025-2032 Capital Improvement Plan. The motion was carried by a vote of 4-0 with Mayor Pro Tem Cirbo absent.
12. STRATEGIC PLAN QUARTERLY UPDATE
City Manager Rose introduced Assistant to the City Manager Ruelas Castellino who provided a presentation. No public comment was offered.
ACTION: The presentation was received and filed.
.
CITY MANAGER'S REPORT: City Manager Rose had nothing further to report.
CITY COUNCIL COMMENTS
Council Member Tettemer: Council Member Tettemer reported on his attendance at the Meet the Mayor and State of the City event and
thanked staff for their work at the event.
Council Member Voigts: Council Member Voigts reported on his attendance at the Meet the Mayor and State of the City event.
Council Member Yu: Council Member Yu reported on his attendance at the Meet the Mayor and State of the City event.
Mayor Pequeño: Mayor Pequeño reported on his attendance at the Chamber of Commerce’s Coffee Chat at El Pollo Loco
and shared the next Coffee Chat will be held at La
Casita Olvera; attended the 2026 Women of Distinction
Celebration hosted by Senator Steven S. Choi;
recognized Second Impressions as the Business of the
Month; attended the final exercise for the CERT class,
and the Bunny Blast event. Mayor Pequeño attended
the Meet the Mayor and State of the City and thanked
City Manager Rose and staff for their work on the event, and attended the South Orange County Meet the
Mayors Breakfast in Laguna Niguel. He requested
consensus to place an item on the agenda to discuss a
chance at entering the City in a Guinness World Record
Item: 3
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LAKE FOREST CITY COUNCIL MEETING MINUTES Page 6 of 6
competition for largest potluck.
Item: 3
16 April 7, 2026
LAKE FOREST CITY COUNCIL MEETING MINUTES Page 6 of 6
Council Members Voigts and Yu provided consensus.
ADJOURNMENT: The Regular Meeting of the City Council was adjourned at 8:11 p.m.
Respectfully submitted:
APPROVED:
THY MERRITT ROBERT PEQUEÑO
CITY CLERK MAYOR
Item: 3
17 CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/21/2026
DEPARTMENT: City Clerk
SUBJECT:
PROCLAMATION DECLARING THE MONTH OF APRIL AS COMMUNITY
COLLEGE AWARENESS MONTH
RECOMMENDED ACTION(S):
Approve a proclamation declaring the month of April as Community College Awareness Month.
EXECUTIVE SUMMARY:
Community College Awareness Month is an opportunity to recognize the essential role community colleges play in expanding educational opportunities, strengthening the workforce, and supporting the civic and economic vitality of the region. The South Orange County Community College District serves communities across southern Orange County, including Lake Forest, through Irvine Valley College, Saddleback College, and the Advanced Technology & Education Park (ATEP), providing accessible pathways to transfer, career education, and lifelong learning. The efforts of these community colleges contribute to a strong local workforce and expanded opportunity for residents.
Staff recommend approving a proclamation declaring the month of April as Community College Awareness Month.
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
Proclamation
Initiated By: Thy Merritt, City Clerk
Submitted By: Thy Merritt, City Clerk
Approved By: Debra Rose, City Manager
Item: 4
18 ATTACHMENT
Item: 4
19 CITY OF LAKE FOREST PROCLAMATION
Community College Awareness Month – April 2026
WHEREAS, the South Orange County Community College District (SOCCCD) serves communities across southern Orange County through Irvine Valley College, Saddleback College, and the Advanced Technology & Education Park (ATEP), providing accessible pathways to higher education, career training, and lifelong learning; and
WHEREAS, the district supports approximately 50,000 students each year and serves nearly one million residents across a 382-square-mile service area; and
WHEREAS, students benefit from open access, affordable enrollment, financial aid, academic and career counseling, and comprehensive support services designed to promote educational success; and
WHEREAS, more than 400 degree and certificate programs prepare learners for transfer, career advancement, and high- demand workforce opportunities; and
WHEREAS, partnerships with local employers, community organizations, and public agencies help strengthen workforce development and regional economic vitality; and
WHEREAS, learning opportunities extend beyond campus locations through classes offered at more than 130 community sites, increasing access throughout the region; and
WHEREAS, the district contributes significantly to the regional economy, generating approximately $1.9 billion in income for Orange County and supporting more than 20,000 jobs; and
WHEREAS, for more than 50 years, faculty, staff, and administrators have demonstrated a shared commitment to student success, educational opportunity, and service to the community; and
WHEREAS, Community College Awareness Month provides an opportunity to recognize the vital role community colleges play in expanding opportunity, supporting students, and strengthening communities;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Lake Forest, California, do hereby proclaim the month of April as Community College Awareness Month and recognizes the South Orange County Community College District for its ongoing contributions to education, workforce development, and the economic vitality of our community.
ROBERT PEQUEÑO
Mayor
DOUG CIRBO
Mayor Pro Tem
MARK TETTEMER
Council Member
SCOTT VOIGTS
Council Member
BENJAMIN YU
Council Member
Item: 4
20 CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/21/2026
DEPARTMENT: Public Works
SUBJECT:
CONTRACT CHANGE ORDER NO. 1 FOR LAKE FOREST SPORTS PARK HVAC RETROFIT PROJECT (26F04)
RECOMMENDED ACTION(S):
1. Approve Contract Change Order No. 1 with Trane U.S., Inc. for the Lake Forest Sports Park HVAC Replacement Project (26F04) in the amount of $81,477.35.
2. Authorize the Mayor to execute Contract Change Order No. 1.
EXECUTIVE SUMMARY:
The City of Lake Forest is currently replacing rooftop HVAC units serving the Lake Forest Sports Park Recreation Center under an Agreement approved by the City Council on October 21, 2025. During final project coordination, staff identified additional items necessary to enhance equipment protection and ensure proper electrical infrastructure is provided for the new units. The project is still in the pre-construction phase.
Contract Change Order No. 1 (Attached) includes two Work Items consisting of extended manufacturer warranty coverage and installation of new powered exhaust circuits required to support the upgraded HVAC equipment. The total cost of the proposed change order is $81,477.35 and will be funded using existing project contingency funds. The proposed change order increases the contract value by $81,477.35, resulting in a total contract amount of $738,718.35.
Staff recommend approval of Contract Change Order No. 1 to ensure the long- term reliability of the new HVAC equipment and to provide the electrical infrastructure necessary to support safe and compliant system operation.
BACKGROUND:
On October 21, 2025, the City Council approved an agreement with Trane U.S., Inc. (“Trane”) in the amount of $657,241 for the Lake Forest Sports Park HVAC Item: 5
21 4
0 1
6 Replacement Project (26F04) utilizing California Multiple Award Schedule (“CMAS”) procurement. The project includes removal and replacement of rooftop HVAC units serving the Sports Park Recreation Center to improve system reliability and restore consistent cooling performance.
The HVAC systems serving the facility were originally installed in 2014. After 12 years in service, the HVAC systems require increased maintenance while operational efficiency continues to decline. Replacement of the units was identified as a necessary capital improvement to maintain reliable facility operations and support year-round programming at the Sports Park.
The project is currently in the pre-construction phase. During final design review and coordination between mechanical and electrical components, staff and the contractor identified additional work items necessary to support installation of the new HVAC equipment and enhance long-term operational reliability.
DISCUSSION:
Contract Change Order No. 1 includes two Work Items that were identified prior to the start of construction. These items are intended to improve long-term equipment reliability and ensure that supporting electrical infrastructure complies with current code requirements and manufacturer installation standards.
Work Item 1 – Extended Warranty Coverage
Work Item 1 provides extended manufacturer warranty coverage for the newly installed rooftop HVAC units. The base contract includes standard warranty provisions; however, staff requested expanded warranty protection to extend coverage to five years for parts and labor, with extended parts coverage through years six through ten.
Extended warranty coverage is implemented on major mechanical equipment to reduce long-term maintenance risk and stabilize future repair costs. The enhanced coverage provides additional protection against early equipment failures and helps ensure continuity of service at the Sports Park facility. The extended coverage is anticipated to reduce future maintenance exposure and provide greater assurance that system components will perform as intended during the initial years of operation. The cost for Work Item 1 is $12,904.00.
Work Item 2 – New Powered Exhaust Circuits
During final coordination of electrical requirements and equipment installation details, staff determined that additional dedicated circuits were necessary to meet current electrical code requirements and manufacturer installation Item: 5
22 4
0 1
6 standards. These circuits provide the required electrical capacity for powered exhaust units and ensure proper system ventilation and mechanical performance.
The work includes installation of new 480-volt powered exhaust circuits, routing conduit from the electrical room to rooftop units, and installation of associated conduit supports and weatherproof connections. Providing dedicated circuits for these components helps ensure reliable system operation, supports safe electrical distribution, and allows the new HVAC units to function in accordance with manufacturer specifications.
Installation of the additional circuits at this stage allows the work to be completed concurrently with the primary installation effort and reduces the likelihood of future modifications or disruptions once the systems are operational. The cost for Work Item 2 is $68,573.35.
Change Order Summary
The total cost of Contract Change Order No. 1 is $81,477.35, consisting of $12,904.00 for extended warranty coverage and $68,573.35 for installation of new powered exhaust circuits. With approval of the proposed change order, the contract amount would increase approximately 12% from $657,241.00 to $738,718.35.
Approval of Contract Change Order No. 1 will allow the project to proceed with the necessary equipment protection and electrical infrastructure improvements required to support long-term system performance.
FISCAL IMPACT:
Contract Change Order No. 1 would increase the project cost by $81,477.35, increasing the total contract value from $657,241.00 to $738,718.35. Funding for this change order will be paid from the existing project contingency account.
Funding for the recommended action is available within the contingency project account.
ATTACHMENT:
Contract Change Order No. 1 with Trane U.S., Inc.
Initiated By: Jonathan Poole, Senior Management Analyst Submitted By: Douglas Erdman, Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 5
23 Attachment 1
Item: 5
24 City of Lake Forest 10/23/2024
LAKE FOREST SPORTS PARK HVAC RETROFIT PROJECT (26F04)
Change Order No. 01
CONTRACT CHANGE ORDER NO. 01
CITY OF LAKE FOREST
LAKE FOREST SPORTS PARK HVAC RETROFIT PROJECT (26F04)
Amount Working Days
Owner: City of Lake Forest Original Contract: $657,241
Contractor: Trane Technologies Previous Approved Changes: 0 0 CO Number: 1 This Change Amount: $81,477.35 0
Revised Contract: $738,718.35
This change order covers changes to the subject contract as described herein. The Contractor shall supply all labor, equipment and materials to complete the Change Order items for the lump sum price agreed upon herein. All Change Order items must be submitted to the owner for approval prior to fabrication.
Item
No. Reference Description of Changes Amount Time
Extension*
1 Extended labor and parts warranties $12,904.00 0
2 New powered exhaust circuits $68,573.35
Net Change in Contract Amount $81,477.35 0
* Working Days
The Contractor agrees to furnish all labor, equipment, and mate rials and to perform all other necessary work, inclusive of the directly or indirectly related work, within the approved time extension required to complete the above Change Order items. The undersigned Contractor approves the foregoing Change Order as to the changes, if any, in the Contract Price specified for each item including any and all supervision costs and other miscellaneous costs relating to the change in Work, and as to the extension of time allowed, if any, for the completion of the entire Work on account of said Change Order. The Owner and the Contractor hereby agree that this Change Order cons titutes full mutual accord and satisfaction for all time, all costs, and all impacts related directly or indirectly to this Change Order. The Contractor hereby agrees that this Change Order represents the full equitable adjustment owed under the Contract, and further agrees on behalf of himself or herself that and all subcontractors to waive all right to file any furthe r claims or requests for equitable adjustment arising out of o r as a result of this Change Order or the cumulative effect of this Change Order on the performance of the overall Work under the Contract. This document will become a supplement of the contract and all provisions will apply hereto. It is understood that the Change Order shall be effective when approved by the owner.
Recommended: ________________________________________
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Date: ______________________
Accepted: __________________________________________ Date: ______________________ Trane Technologies
Approved: __________________________________________ Date: ______________________ City of Lake Forest
Item: 5
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01/30/2026
EXHIBIT A
Item: 5
28 CITY COUNCIL AGENDA REPORT
MEETING DATE: 04/21/2026
DEPARTMENT: Management Services
SUBJECT:
SECOND AMENDMENT TO THE AGREEMENT WITH CROWN FACILITY
SOLUTIONS, INC FOR SPECIAL EVENT JANATORIAL SERVICES AT THE
COMMUNITY CENTER, PERFORMING ARTS CENTER, AND THE SENIOR
CLUBHOUSE
RECOMMENDED ACTION(S):
1. Approve the Second Amendment to the Agreement to Crown Facility Solutions with a compensation amount of $426,000 for special event janitorial maintenance services at the Community Center, Performing Arts Center, and The Senior Clubhouse.
2. Authorize the Mayor to sign, and the City Clerk attest, the Second Amendment to the Agreement with Crown Facility Solutions, substantially in the form attached.
EXECUTIVE SUMMARY:
On June 21, 2022, the City Council awarded a three-year agreement, with two optional one-year extensions, to Crown Facilities Solutions, with the not-to- exceed compensation amount of $210,000 (“Agreement”) (Attachment 1). The Agreement is for janitorial services for special event rentals held at the Community Center, Performing Arts Center, and The Clubhouse. Cleaning fees are charged per rental, with a portion of the fees being a pass-through, and are included in the City’s Compressive Master Fee Schedule. On May 6, 2025, the City Council approved the First Amendment to the Agreement, which extended the term through June 30, 2026, and increased the compensation by $106,000 (“First Amendment”) (Attachment 2). The additional compensation provided by the First Amendment brought the total compensation amount in the Agreement to $316,000.
Staff recommends the City Council approve the proposed Second Amendment to the Agreement with Crown Facility Solutions (“Second Amendment”) (Attachment 3). The proposed Second Amendment would extend the term of the Agreement to June 30, 2027, and increase the compensation amount by $110,000. The additional compensation amount would cover the projected cleaning services required for the additional year of service and provide a consumer price index- Item: 6
29 3
9 8
8 based (“CPI”) price increase of 3.01% to all line-item costs in the Agreement.
This proposed term extension and related increased total compensation would provide for the continued, uninterrupted janitorial services needed to ensure the City’s rental facilities at the Civic Center Campus remain presentable, well- maintained, and sanitary. Sufficient funds are available in Fiscal Year 2026-27 of the 2025-2027 Operating Budget to cover the costs of the recommended action.
BACKGROUND:
On June 21, 2022, the City Council awarded the Agreement to Crown Facilities Solutions in the amount of $210,000. The First Amendment to the Agreement was authorized in May 2025 and increased the compensation amount by $106,000 and extended the term by one year to June 30, 2026. The additional compensation provided by the First Amendment brought the total compensation amount in the Agreement to $316,000.
The Agreement includes janitorial services for special event rentals held at the Community Center, Performing Arts Center, and The Clubhouse Senior Center.
Cleaning is required for each rental and as determined by staff, with occasional routine cleaning for carpets and floors. Fees associated with the cleaning services are paid per rental, with a portion of the fees being a pass-through cost.
DISCUSSION:
The proposed Second Amendment would increase the compensation amount in the Agreement with Crown Facilities Solutions by $110,000, bringing the total compensation amount to $426,000. The Second Amendment would also extend the term of the Agreement by one year to June 30, 2027, thereby exercising the second and final optional one-year extension. The term extension and associated compensation increase are based on the City’s projected janitorial needs for the remainder of the current fiscal year and the projected needs for Fiscal Year 2026-27. In accordance with the CPI-based cost increase mechanism described in the Agreement, the proposed Second Amendment would increase all line-item costs by 3.01% or less.
Vendor Performance Assessment
Pursuant to the City’s Purchasing and Contracting Guidelines, staff is required to 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 Item: 6
30 3
9 8
8 each category.
Table 1 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 1: Vendor Assessment
Crown Facility Solutions
July 1, 2022 – April 21, 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 Second 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 approve the proposed Second Amendment to the Agreement with Crown Facility Solutions.
FISCAL IMPACT:
Approval of the recommended action will result in an additional $110,000 in compensation authorized to be paid to Crown Facility Solutions and extend the term of the Agreement by one year to June 30, 2027. Sufficient funds are available in Fiscal Year 2026-27 of the 2025-2027 Operating Budget to cover the costs of the recommended action.
ATTACHMENTS:
1. Agreement with Crown Facility Solutions.
2. First Amendment to the Agreement with Crown Facility Solutions
3. Proposed Second Amendment to the Agreement with Crown Facility Solutions.
Item: 6
31 3
9 8
8 Initiated By: Victoria Blethen, Recreation Manager
Submitted By: Sean McGovern, Deputy City Manager
Approved By: Debra Rose, City Manager
Item: 6
32 Attachment 1
Item: 6
33 Item: 6
34 Item: 6
35 Item: 6
36 Item: 6
37 Item: 6
38 Item: 6
39 Item: 6
40 Item: 6
41 Item: 6
42 Item: 6
43 Item: 6
44 Item: 6
45 Item: 6
46 Item: 6
47 Item: 6
48 Item: 6
49 Item: 6
50 Item: 6
51 Item: 6
52 Attachment 2
Item: 6
53 SPECIAL EVENT CUSTODIAL AND JANITORIAL
(2022-042.1)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: 99B576E3-59EE-4188-8C21-4A5DB3885A48 Item: 6
54 City of Lake Forest
First Amendment to Agreement for Maintenance Services
Special Event Custodial and Janitorial
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "C" - COMPENSATION ................................ ..............................
Docusign Envelope ID: 99B576E3-59EE-4188-8C21-4A5DB3885A48 Item: 6
55 Title: Special Event Custodial and Janitorial
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 Crown Facility Solutions, a California Corporation (Inc.) , with its principal place of business at 3605 W. MacArthur Blvd, Ste 701, Santa Ana, CA 92704 (“Contractor”). City and Contractor are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: 99B576E3-59EE-4188-8C21-4A5DB3885A48 May
2025
6th
Item: 6
56 Title: Special Event Custodial and Janitorial
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Special Event Custodial and Janitorial Services dated July 1, 2022 (“Agreement”).
2.2. First Amendment
The Parties now desire to amend the Agreement in order to extend the term of the Agreement, increase the total amount of compensation under the Agreement, update the rates of compensation, update vendor information, update the Delivery of Notices, and update City Representative under the Agreement.
Docusign Envelope ID: 99B576E3-59EE-4188-8C21-4A5DB3885A48 Item: 6
57 Title: Special Event Custodial and Janitorial
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. Contractor shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2. Compensation.
Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed THREE HUNDRED SIXTEEN THOUSAND DOLLARS ($316,000.00) without written approval of the City Council or City Manager as applicable. Extra Work may be au thorized, 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 3.5.2 of the Agreement is hereby amended as follows:
Contractor: Crown Facility Solutions
3605 W. MacArthur Blvd, Ste 701
Santa Ana, CA 92704
ATTN: Brent P Shears, President & Secretary
3.5. City's Representative.
Section 3.2.4 of the Agreement is hereby amended as follows:
The City hereby designates Sean McGovern, Deputy City Manager, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Contractor but Docusign Envelope ID: 99B576E3-59EE-4188-8C21-4A5DB3885A48 Item: 6
58 Title: Special Event Custodial and Janitorial
6 not the authority to enlarge the Scope of Work or change the total compensation due to Contractor under this Agreement. The City’s City Manager shall be authorized to act on City’s behalf and to execute all necessary documents which enlarge the Scope of Work or change the Contractor’s total compensation, subject to the provisions contained in Section 3.3 of this Agreement. Contractor shall not accept direction or orders from any person other than the City Manager, City’s Representative or his/her designee.
3.6. 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: 99B576E3-59EE-4188-8C21-4A5DB3885A48 Item: 6
59 Title: Special Event Custodial and Janitorial
7 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Crown Facility Solutions
By: [AUTHORIZED CITY SIGNATURE]
Scott Voights
Mayor
By: [VENDOR SIGNATURE 1]
Brent P Shears
President
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:
By: [CITY CLERK SIGNATURE]
City Clerk
By: [VENDOR SIGNATURE 2]
Brent P Shears
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: 99B576E3-59EE-4188-8C21-4A5DB3885A48 Pro Tem
____________
Robert Pequeño
( Acting)
Thy Merritt
Item: 6
60 Title: Special Event Custodial and Janitorial
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 THREE HUNDRED SIXTEEN THOUSAND DOLLARS ($316,000.00) based on the following schedule:
Sq.
Ft. Capacity Per Cleaning Rate -
Original Agreement
Per Cleaning Rate -
First Amendment
(Effective 7/1/2025)
Community Center
1 Banquet Room 2,600 120 $182.00 $188.19
2 Banquet Rooms 5,200 250 $312.00 $322.61
3 Banquet Rooms 7,800 350 $468.00 $483.91
Catering Kitchen 887 5 $88.70 $91.72
Courtyard w/ Fireplace 3,405 150 $272.40 $281.66
Men's/Women's Restroom 1,097 $186.49 $192.83
Clubhouse Senior Center
1 Multipurpose Room 2,000 50 $140.00 $144.76
2 Multipurpose Rooms 4,000 120 $240.00 $248.16
Catering Kitchen 1,102 5 $110.20 $113.95
Patio w/BBQ and Lounge area 1,311 35 $104.88 $108.45
Men's/Women's Restroom 1,000 $170.00 $175.78
Performing Arts Center
Stage 1,510 10 $105.70 $109.29
Theatre seating area 2,569 200 $179.83 $185.94
Lobby Area/Hallway 500 100 $35.00 $36.19
Dressing Room 411 20 $28.77 $29.75
Box Office 123 4 $8.61 $8.90
Mezzanine 450 3 $31.50 $32.57
Men's/Women's Restroom 1,000 $170.00 $175.78
Additional Light Cleaning
(used for multiple day use) Reduced Rate by 20%
excluding restrooms
Reduced Rate by 20%
excluding restrooms
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: 99B576E3-59EE-4188-8C21-4A5DB3885A48 Item: 6
61 Attachment 3
Item: 6
62 SPECIAL EVENT CUSTODIAL AND JANITORIAL
(2022-042.2)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: 8DA8E9A0-2285-4B42-9E27-5359B35092A2 Item: 6
63 City of Lake Forest
Second Amendment to Agreement for Maintenance Services
Special Event Custodial and Janitorial
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "C" - COMPENSATION ................................ ..............................
Docusign Envelope ID: 8DA8E9A0-2285-4B42-9E27-5359B35092A2 Item: 6
64 Title: Special Event Custodial and Janitorial
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 Crown Facility Solutions, a California Corporation (Inc.) , with its principal place of business at 3605 W. MacArthur Blvd, Ste 701, Santa Ana, CA 92704 (“Contractor”). City and Contractor are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: 8DA8E9A0-2285-4B42-9E27-5359B35092A2 Item: 6
65 Title: Special Event Custodial and Janitorial
4 2. RECITALS.
2.1. Agreement
The Parties entered into that certain Agreement for Special Event Custodial and Janitorial Services dated July 1, 2022 (“Agreement”).
2.2. First Amendment
The Parties entered into that certain First Amendment to extend the term of the Agreement, increase the total amount of compensation under the Agreement, update the rates of compensation, update vendor information, update the Delivery of Notices, and update City Representative under the Agreement dated May 6, 2025 ("First Amendment").
2.3. Second Amendment
The Parties now desire to amend the Agreement in order to extend the term of the Agreement, update the rates of compensation, and increase the total amount of compensation under the Agreement.
Docusign Envelope ID: 8DA8E9A0-2285-4B42-9E27-5359B35092A2 Item: 6
66 Title: Special Event Custodial and Janitorial
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, 2026 to June 30, 2027, unless earlier terminated as provided herein. Contractor shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.
3.2. Compensation.
Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:
Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed FOUR HUNDRED TWENTY SIX THOUSAND DOLLARS ($426,000.00) 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 i n 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 Second Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
Docusign Envelope ID: 8DA8E9A0-2285-4B42-9E27-5359B35092A2 Item: 6
67 Title: Special Event Custodial and Janitorial
6 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST Crown Facility Solutions
By: [AUTHORIZED CITY SIGNATURE]
Robert Pequeño
Mayor
By: [VENDOR SIGNATURE 1]
Brent P. Shears
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]
Brent Shears
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: 8DA8E9A0-2285-4B42-9E27-5359B35092A2 Item: 6
68 Title: Special Event Custodial and Janitorial
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 FOUR HUNDRED TWENTY-SIX THOUSAND DOLLARS $426,000.00 based on the following schedule.
Sq. Ft. Capacity
Per Cleaning Rate
(Original
Agreement)
Per Cleaning Rate
(First Amendment)
Per Cleaning Rate
(Second Amendment)
Effective 7/1/2026
Community Center
1 Banquet Room 2,600 120 $182.00 $188.19 $193.85
2 Banquet Rooms 5,200 250 $312.00 $322.61 $332.32
3 Banquet Rooms 7,800 350 $468.00 $483.91 $498.48
Catering Kitchen 887 5 $88.70 $91.72 $94.48
Courtyard w/ Fireplace 3,405 150 $272.40 $281.66 $290.14 Men’s/Women’s
Restroom
1,097 $186.49 $192.83 $198.63
Clubhouse Senior Center
1 Multipurpose Room 2,000 50 $140.00 $144.76 $149.12
2 Multipurpose Rooms 4,000 120 $240.00 $248.16 $255.63
Catering Kitchen 1,102 5 $110.20 $113.95 $117.38
Patio w/ BBQ and
Lounge Area 1,311 35 $104.88 $108.45 $111.71
Men’s/Women’s
Restroom
1,000 $170.00 $175.78 $181.07
Performing Arts Center
Stage 1,510 10 $105.70 $109.29 $112.58
Theatre Seating Area 2,569 200 $179.83 $185.94 $191.54
Lobby Area / Hallway 500 100 $35.00 $36.19 $37.28
Dressing Room 411 20 $28.77 $29.75 $30.65
Box Office 123 4 $8.61 $8.90 $9.17
Mezzanine 450 3 $31.50 $32.57 $33.55
Men’s/Women’s
Restroom
1,000 $170.00 $175.78 $181.07
Additional Light
Cleaning (used for
multiple day use)
Reduced Rate by
20% excluding
restrooms
Reduced Rate by 20%
excluding restrooms
Reduced Rate by 20%
excluding restrooms
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: 8DA8E9A0-2285-4B42-9E27-5359B35092A2 Item: 6
69 CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/21/2026
DEPARTMENT: Information Technology
SUBJECT:
AWARD OF CONTRACT FOR CITYWIDE TECHNOLOGY MASTER PLAN
CONSULTING SERVICES
RECOMMENDED ACTION(S):
1. Award a Professional Consultant Services Agreement in the amount of $96,906.98 to ClientFirst Consulting Group LLC for Citywide Technology Master Plan Consulting Services (“Agreement”).
2. Authorize the Mayor to sign and the City Clerk to attest to the Agreement with ClientFirst Consulting Group LLC in the form attached.
EXECUTIVE SUMMARY:
The City seeks to develop a Citywide Technology Master Plan. Strategic Plan Initiative SP #48 directs the City to develop a Citywide Technology Master Plan, including a two-year action plan and a five-year roadmap. Following a competitive Request for Proposals (“RFP”) process with multiple qualified firms, staff recommends awarding a Professional Services Agreement to ClientFirst Consulting Group LLC (“ClientFirst”) to provide Citywide Technology Master Plan consulting services.
The proposed Agreement includes a not-to-exceed amount of $96,906.98 for the completion of a comprehensive assessment of the City’s technology environment and the development of a two-year action plan and five-year roadmap (Attachment 1). The initial term of the Agreement is for two years with one optional one-year extension. Staff conducted reference checks in accordance with the City’s Purchasing Guidelines (Attachment 2), which provided positive feedback regarding ClientFirst’s qualifications, experience, and performance with other local agencies.
The proposed Agreement (Attachment 1) has been prepared by the Information Technology (“IT”) Division and has been approved as to form by the City Attorney. Fiscal Year 2025–2026 of the 2025-2027 Operating Budget includes sufficient funds to cover the cost of the proposed services.
Item: 7
70 BACKGROUND:
On June 3, 2025, the City Council approved the City’s Strategic Plan, which outlines key priorities and initiatives to guide the City’s long-term operations and service delivery. As part of Goal B: “Our connected city is engaged, informed, and technologically current,” Strategic Plan Initiative SP #48 directs the City to develop a Citywide Technology Master Plan, including a two-year action plan and a five-year roadmap.
The purpose of this initiative is to establish a strategic technology framework that enhances interdepartmental collaboration, streamlines operations, and aligns with the City’s long-term goals.
The City currently operates under a decentralized technology model in which departments manage their own business applications, while the Information Technology Division provides governance and oversight. This structure highlights the need for a coordinated, citywide strategy to ensure system integration, security, and long-term efficiency.
DISCUSSION:
Staff initiated a competitive procurement process to solicit proposals for Citywide Technology Master Plan Consulting Services. The Request for Proposals (“RFP”) was posted on OpenGov, the City’s electronic procurement management system, on December 3, 2025. Proposals were accepted through December 24, 2025.
The RFP generated significant interest, receiving 792 public views and 50 downloads of the solicitation documents. A total of 14 firms submitted proposals by the established deadline, of which three firms advanced to the interview phase.
Pursuant to the City’s Purchasing Guidelines, a selection committee comprised of the Assistant City Manager, Information Technology Manager, and Accounting Manager reviewed the proposals. Following an initial evaluation, staff invited the three firms that met the minimum scoring criteria on the technical proposal review to participate in a qualifications interview. Table 1 and Table 2 below reflect the scores at the completion of the selection process.
Item: 7
71 Table 1: Technical Review Phase Scoring
Vendor Evaluator 1 Evaluator
2 Evaluator 3 Total Score
(Max Score
100)
ClientFirst
Consulting Group
LLC
96.5 93.5 90 93.33
SDI Presence 91 73.5 81.5 82
ThirdWave
Corporation
85.5 81 58 74.83
Table 2: Interview and Costing Review
Vendor Evaluator 1 Evaluator
2 Evaluator
3 Total Score
(Max Score
200)
ClientFirst
Consulting Group
LLC
193 188.2 171.4 184.2
SDI Presence 175.2 142.4 160.8 159.47
ThirdWave
Corporation
164 131.2 148 147.73
Staff evaluated proposals based on several criteria, including vendor communication, project understanding, technical knowledge, key personnel, meeting preparation, and cost proposal. At the conclusion of the selection process, staff reviewed the cost proposals submitted by the three firms. Table 3 summarizes the total proposed costs for each vendor.
Table 3: Cost Proposals
Vendor Total
ClientFirst Consulting Group LLC $96,906.98
SDI Presence $175,065.00
ThirdWave Corporation $89,210.00
ClientFirst Consulting Group LLC demonstrated a strong understanding of the City’s technology environment and operational model, as well as extensive experience providing similar services to municipal agencies. The firm’s proposal reflects a comprehensive and practical approach to developing a Citywide Technology Master Plan, including assessment of existing systems, identification of efficiencies, and development of a phased implementation roadmap. In addition, the proposed project team demonstrates strong technical qualifications and relevant experience in technology planning, governance, and modernization.
Item: 7
72 The proposed scope of work includes a comprehensive citywide assessment of technology systems, infrastructure, applications, staffing, and operational processes. The consultant will evaluate current conditions, identify redundancies and opportunities for improvement, and provide recommendations for modernization, integration, and long-term planning. The project will result in a Citywide Technology Master Plan that includes a two-year action plan, a five- year roadmap, and performance metrics to guide implementation.
Staff recommends awarding a Professional Services Agreement to ClientFirst in the amount of $96,906.98 (Attachment 1). The agreement has been prepared by the IT Division and approved as to form by the City Attorney.
Staff conducted reference checks with other local agencies that have contracted with ClientFirst for similar technology planning and consulting services (Attachment 2). Feedback received was positive and supportive of the firm’s qualifications, experience, and ability to successfully complete the proposed scope of work.
FISCAL IMPACT:
The proposed Agreement with ClientFirst includes a total not-to-exceed amount of $96,906.98. Sufficient funds are available in the 2025-2027 Operating Budget to cover the costs of the recommended action.
ATTACHMENTS:
1. Professional Services Agreement with ClientFirst Consulting Group LLC for Citywide Technology Master Plan Consulting Services
2. Reference Check
Initiated By: Joanne Jin, Information Technology Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
Item: 7
73 ATTACHMENT 1
Item: 7
74 CITYWIDE TECHNOLOGY MASTER PLAN
(2023-031)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
75 City of Lake Forest
Professional Consultant Services Agreement
Citywide Technology Master Plan
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "A" SCOPE OF SERVICES ................................ ...........................
VI. EXHIBIT "B" - SCHEDULE OF SERVICES ................................ ..................
VII. EXHIBIT "C" - COMPENSATION ................................ ..............................
VIII. EXHIBIT "D" - INSURANCE REQUIREMENTS ................................ ...........
Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
76 Title: Citywide Technology Master Plan
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 ClientFirst Consulting Group LLC, a CaliforniaLimited Liability Company (LLC), with its principal place of business at 1250 Corona Pointe Court, Suite 404, Corona, CA 92879 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”
Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
77 Title: Citywide Technology Master Plan
4 2. RECITALS.
2.1. Consultant.
Consultant desires to perform and assume responsibility for the provision of certain professional Information Technology Consulting Service 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 Information Technology Consulting Service 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 Information Technology Consulting Service consulting services for the Citywide Technology Master Plan project ("Project") as set forth in this Agreement.
Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
78 Title: Citywide Technology Master Plan
5 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 Information Technology Consulting Service consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from May 1, 2026 to April 30, 2028, 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. Responsibilities of Consultant.
3.2.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine the 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 perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of 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 Services 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 "B" 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 performance 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.
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79 Title: Citywide Technology Master Plan
6 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: Tom Jackobsen, Senior Partner.
3.2.5 City's Representative. The City hereby designates Debra Rose, City Manager, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Work or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the Scope of Work or change the 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 David Krout, Managing Partner, 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.
3.2.7 Coordination of Services. 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, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
80 Title: Citywide Technology Master Plan
7 adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re employed to perform any of the Services or to work on the Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the 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 Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.
3.2.11 Insurance. Consultant agrees to procure and maintain, at Consultant’s expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Consultant shall require all subconsultants to carry 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 encountered 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 Compliance 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 California 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 Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
81 Title: Citywide Technology Master Plan
8 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 listed in Section 3.2.12.2 of this Agreement, Consultant must comply with all applicable requirements of the Orange County Drainage Area Management Plan (“DAMP”), the City of Lake Forest Local Implementation Plan (“LIP”) and the applicable Water Quality Management Plan (“WQMP”). The DAMP contains requirements related to design and construction of public projects. Consultant must be familiar the DAMP, and the LIP and comply with the requirements as specified therein.
A copy of the DAMP is available on the internet at:
http://www.ocwatersheds.com/documents/damp/mapplan
A copy of the LIP is available on the internet at:
http://www.lakeforestca.gov/296/Local-Implementation-Plan-LIP
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 Liability 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. Notwithstanding 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 misconduct 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 completing the Services caused by Consultant’s failure to comply with the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement, or any other relevant water quality law, regulation, or policy. regulation, or policy.
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82 Title: Citywide Technology Master Plan
9 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 NINETY-SIX THOUSAND NINE HUNDRED SIX DOLLARS ($96,906) 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.
3.3.2 Payment of Compensation. Consultant shall submit to City a monthly invoice which indicates work completed and hours of Services rendered by Consultant. The invoice 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 Consultant'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.
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 perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the 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 authorization from the City.
3.3.5 Rate Increases. 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 performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, 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, Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
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10 agents, and volunteers free and harmless 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. Consultant 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 allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.6. General 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 termination, 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 Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.6.1.4 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:
Consultant: ClientFirst Consulting Group LLC 1250 Corona Pointe Court, Suite 404
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11 Corona, CA 92879
ATTN: David Krout, Managing Partner
City: City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
3.6.2 Ownership of Materials and Confidentiality.
3.6.2.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & 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 provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk.
3.6.2.2 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 performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the 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 confidential. Consultant shall not use City's name or insignia, 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 ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
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12 working days after receipt of the Release Notice to give City written notice of Consultant'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 liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non- appealable order by a court of competent jurisdiction requires that City release such information.
3.6.3 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 convenient to attain the purposes of this Agreement.
3.6.4 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reason¬able attorney's fees and all other costs of such action.
3.6.5 Indemnification.
To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance 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. Consultant's 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 performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the 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 shall 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.
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13 3.6.9 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.
3.6.10 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 strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.6.13 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, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.6.15 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 declared invalid, illegal, or otherwise unenforceable by a court 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 term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.6.18 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 Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
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14 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 performance 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.
3.6.21 Counterparts. This 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.
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15 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST ClientFirst Consulting Group LLC
By: [AUTHORIZED CITY SIGNATURE]
Robert Pequeño
Mayor
By: [VENDOR SIGNATURE 1]
David Krout, Managing Partner
Partner (Partnership)
[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]
Tom Jakobsen, Senior Partner
Partner (Partnership)
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
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16 5. EXHIBIT "A" SCOPE OF SERVICES
5.1. EXHIBIT "A" SCOPE OF SERVICES
The City intends to obtain the services of Client First LLC (“Consultant”) to develop a comprehensive Citywide Technology Master Plan (“Master Plan”), including a Two-Year Action Plan and a Five-Year Roadmap.
The Consultant shall perform a citywide assessment of technology systems, infrastructure, applications, processes, staffing, and vendor-managed environments across all City departments, consistent with the City’s operating model in which departments manage business applications and the IT Division provides governance, cybersecurity, integration, and technical oversight.
Based on this assessment, the Consultant shall develop strategic recommendations to modernize technology infrastructure, improve operational efficiency, strengthen workforce capability, and support long-term, high-quality service delivery.
1. COMPREHENSIVE CITYWIDE ASSESSMENT
The Consultant shall conduct a comprehensive, citywide assessment of all technology systems, infrastructure, applications, processes, staffing resources, and vendor-managed environments to establish a clear understanding of the current environment, identify inefficiencies and gaps, and support development of the Master Plan.
2. SCOPE OF WORK
2.1 Infrastructure and Systems Modernization
The Consultant shall:
• Review all Citywide infrastructure, applications, and department-managed systems • Identify legacy systems, redundancies, and inefficient workflows, and recommend modernization or consolidation opportunities
• Evaluate system interoperability, data sharing, and integration needs to support cross- department service delivery
• Assess security, reliability, and resilience, and identify priority areas for investment • Review network and facility connectivity to support digital operations, cloud services, mobility, and remote collaboration
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17 • Conduct a high-level review of specialized environments (e.g., Council Chambers, Performing Arts Center) to assess lifecycle needs, modernization opportunities, and business continuity considerations
2.2 Workforce Capability and Training
The Consultant shall:
• Assess staff skills, roles, responsibilities, and proficiency in managing systems across departments and IT
• Identify knowledge gaps and citywide training needs, including digital literacy and system-specific capabilities
• Develop a workforce development and training strategy aligned with the City’s technology operating model and future system needs
2.3 Process Efficiency and Service Delivery
The Consultant shall:
• Review departmental processes and system usage to identify manual work, redundancies, and inefficiencies
• Recommend automation, shared platforms, and enterprise solutions to reduce duplication and improve efficiency
• Evaluate major enterprise systems (including productivity tools, GIS, permitting, financial, and asset management systems) for optimization and integration opportunities
• Recommend improvements to enhance staff productivity, data consistency, and the quality of community-facing services
2.4 Needs, Opportunities, and Future System Recommendations
The Consultant shall:
• Document current and emerging technology requirements across all departments • Recommend modern, scalable systems that reduce redundancy, improve efficiency, and support future growth
• Evaluate vendor management and system lifecycle practices to improve sustainability and cost control
• Identify opportunities for data analytics, automation, and emerging technologies to enhance decision-making and service delivery
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18 2.5 Artificial Intelligence (AI) Readiness
The Consultant shall:
• Evaluate the City’s readiness for AI adoption
• Identify practical and responsible use cases and low-risk pilot opportunities • Assess governance, policy, and ethical considerations related to AI • Recommend a phased approach for AI adoption aligned with City operations
3. DELIVERABLES
The Consultant shall provide the following deliverables:
• Comprehensive System and Infrastructure Assessment
• Staff Capability and Training Analysis
• Process Efficiency and Workflow Analysis
• Technology Modernization and System Recommendation Report • Citywide Technology Master Plan, including:
o Two-Year Action Plan outlining immediate priorities, timelines, and estimated costs o Five-Year Roadmap outlining long-term strategy, system lifecycle planning, and investment direction
o Performance Metrics, including key performance indicators for modernization progress, security posture, efficiency improvements, and training participation • Implementation-level recommendations, including estimated costs, timelines, and required resources to support planning and budgeting
All deliverables shall be provided in written report format and executive presentation format.
4. PROJECT PHASES AND MILESTONES
The work shall be performed in phases including project initiation, assessment, analysis, development of recommendations, and preparation of draft and final deliverables.
The Consultant shall conduct interviews and workshops with IT staff, departmental system owners, leadership, and key users to understand current operations and technology needs.
Preliminary findings and recommendations shall be shared with the City’s Management Team for validation prior to finalization.
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19 The Consultant shall provide regular progress updates and present the final Master Plan to City leadership and, if requested, to the City Council.
A detailed project schedule shall be developed and approved within ten (10) business days of contract execution.
5. CONSULTANT RESPONSIBILITIES
The Consultant shall:
• Conduct stakeholder interviews, workshops, and assessments across all departments • Perform citywide technical and operational assessments • Share preliminary findings and recommendations with the City’s Management Team • Ensure recommendations align with the City’s Strategic Plan and service goals • Identify and prioritize modernization initiatives based on risk, efficiency, and citywide impact
• Develop workforce training and development recommendations • Provide regular progress updates and participate in project meetings • Prepare draft and final deliverables incorporating City feedback • Present final deliverables to City leadership and, if requested, City Council
6. CITY RESPONSIBILITIES
The City shall:
• Provide access to staff, systems, and relevant documentation • Designate project representatives and facilitate coordination across departments • Provide timely review and feedback on deliverables
7. DELIVERABLE REVIEW AND ACCEPTANCE
The City shall review each deliverable within a reasonable timeframe following receipt. The Consultant shall address City comments and provide revisions within a mutually agreed timeframe. Up to two (2) revision cycles per deliverable shall be included within the Scope of Services. Deliverables shall be considered accepted upon written approval by the City.
8. STANDARDS OF PERFORMANCE
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20 The City shall review each deliverable within a reasonable timeframe following receipt. The Consultant shall address City comments and provide revisions within a mutually agreed timeframe. Deliverables shall be considered accepted upon written approval by the City.
9. EXPECTED OUTCOMES
The services shall enable the City to:
• Clearly understand the current state of technology, infrastructure, and staffing capability
• Identify and eliminate redundant systems and inefficient processes • Address workforce training needs and strengthen organizational capability • Prioritize modernization initiatives based on risk, efficiency, and citywide impact • Align technology planning with future budget cycles and strategic initiatives • Establish a scalable and sustainable technology framework • Identify responsible opportunities for AI and automation adoption
Consultant shall provide the following Information Technology Consulting Service professional consulting services relative to the City's Citywide Technology Master Plan project.
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21 6. EXHIBIT "B" - SCHEDULE OF SERVICES
6.1. EXHIBIT "B" - SCHEDULE OF SERVICES
The Consultant shall provide the services described in Exhibit “A” Scope of Services as directed by the City.
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22 7. EXHIBIT "C" - COMPENSATION
7.1. 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 NINETY-SIX THOUSAND NINE HUNDRED SIX DOLLARS ($96,906).
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24 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.
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25 8. EXHIBIT "D" - INSURANCE REQUIREMENTS
8.1. EXHIBIT "D" - INSURANCE REQUIREMENTS
1.1.1 Time for Compliance. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.
1.1.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agreement, the Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so. (A) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occurrence" form CG 0001, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement.
(B) Automobile Liability Insurance shall not be required unless Consultant’s services require use of a vehicle in connection with performance of the Agreement. (C) Workers’ Compensation: Workers' Compensation Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.
(D) Professional Liability (Errors & Omissions) insurance appropriate to Consultant’s profession shall be maintained with limits of not less than $1,000,000 per claim and in the aggregate. If such coverage is written on a claims-made basis, the retroactive date shall precede the effective date of this Agreement, and Consultant shall maintain continuous coverage for the duration of the Agreement and for not less than three (3) years thereafter, or maintain an extended reporting period for the same duration.
1.1.3 Insurance Endorsements. Consultant shall provide written notice to City promptly upon receipt of notice from its insurer of cancellation or material reduction in coverage.:
(A) Commercial General Liability:
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be included as additional insureds under Consultant’s Commercial General Liability policy, but only with respect to liability arising out of Consultant’s ongoing operations under this Agreement.
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26 (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (C) Professional Liability (Errors & Omissions):
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Contractual Liability Exclusion Deleted: This insurance shall include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.
(D) Workers’ Compensation:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.
1.1.4 Primary and Non-Contributing Insurance. All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self- insurance maintained by the City, its officials, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.
1.1.5 Waiver of Subrogation. All policies of Commercial General Liability and Automobile Liability insurance shall contain or be endorsed to waive subrogation against the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its officials, officers, employees, agents, and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
1.1.6 Deductibles and Self-Insured Retentions. Any deductible or self-insured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents, and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self-insured retention.
1.1.7 Evidence of Insurance. The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
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Title: Citywide Technology Master Plan
27 endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.
1.1.8 Failure to Maintain Coverage. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement effective upon notice.
1.1.9 Acceptability of Insurers. Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
1.1.10 Enforcement of Contract Provisions (non estoppel). Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligation on the City nor does it waive any rights hereunder.
1.1.11 Requirements Not Limiting. Requirement of specific coverage or minimum limits contained in this Appendix are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance.
1.1.12 Insurance for Subconsultants. Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.
Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 7
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ATTACHMENT 2
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1 Reference Check
ClientFirst Consulting Group LLC (Citywide Technology Master Plan Services)
City of Newark City of Mission Viejo Town of Windsor
CIO / IT Director Director of Information
Technology
Sr. Management Analyst
# Questions Response Response Response
1 What were the services
performed?
Virtual CIO, IT Master
Plan, Land Mgmt
implementation and
System Admin/GIS, IT
Governance, IT Policy &
Procedure, DR Plan
Client First assisted
Mission Viejo with
development of a
Technology Strategic Plan.
This included collecting
needs and metrics from all
departments, including I.T.
to identify strengths,
weaknesses, and a list of
future recommended
technology initiatives for
the City.
ClientFirst Technology
Consulting provided the
City with strategic
planning and project
management support
across several key
technology initiatives,
including development of
the Technology Master
Plan, carrier services
evaluation and transition,
VoIP system replacement
(RingCentral), and
improvements to security
camera and access
control systems.
Throughout these efforts,
ClientFirst served as a
trusted advisor, offering
vendor-neutral expertise
and oversight from
procurement through
implementation.
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2 City of Newark City of Mission Viejo Town of Windsor
CIO / IT Director Director of Information
Technology
Sr. Management Analyst
2 Please rate the overall
performance of work on a
1-5 scale (1=Poor, 2=Ok,
3=Good, 4=Very Good,
5=Excellent)
5 5 5
3 Please rate the adherence
to the project workplan
(timeliness and any delays
or deviations) on a 1-5
scale (1=Poor, 2=Ok,
3=Good, 4=Very Good,
5=Excellent)
5 4 5
4 Please rate the ability to
meet project deadlines on
a 1-5 scale (1=Poor, 2=Ok,
3=Good, 4=Very Good,
5=Excellent)
5 4 5
5 Please rate the
effectiveness of regular
communication on a 1-5
scale (1=Poor, 2=Ok,
3=Good, 4=Very Good,
5=Excellent)
5 4 5
6 Please rate the approach
and performance when
communicating with City
Council, Commissions,
Committees, and the
general public on a 1-5
5 5 5
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3 City of Newark City of Mission Viejo Town of Windsor
CIO / IT Director Director of Information
Technology
Sr. Management Analyst
scale (1=Poor, 2=Ok,
3=Good, 4=Very Good,
5=Excellent)
7 Do you have any
additional comments
regarding Question #2-6?
If so, please elaborate.
The ClientFirst Team has
been extremely responsive
to the Town's needs. We
have amended some
projects for scope and
cost, to fluctuate with
staffing and process
needs. The team is
professional, friendly and
responsive.
The project was completed
under former director,
although I was involved, it
was not at the highest level
at that time.
ClientFirst consistently
delivered high-quality,
well-organized work
aligned with industry best
practices. They
maintained a structured
and transparent project
management approach,
communicated
proactively when
challenges arose, and
provided regular updates
to keep staff informed.
Their team was
responsive, adaptable,
and effective in
communicating complex
technical concepts to
both staff and public
audiences. Overall,
ClientFirst proved to be a
reliable and
knowledgeable partner
with a lasting positive
impact on the City’s
technology capabilities.
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4 City of Newark City of Mission Viejo Town of Windsor
CIO / IT Director Director of Information
Technology
Sr. Management Analyst
8 Would you consider using
this firm for future
projects/services?
Yes Yes, I consider ClientFirst
an active vendor
consultant for future
projects and strategic
needs.
Yes
9 Please include any
additional comments or
information regarding your
experience with
the vendor in the
comments.
The IT Master Plan was
significant in our IT
roadmap. The Town of
Windsor does not have an
IT Department, so
documenting the Town's IT
needs provided a
mechanism to guide
Department requests. The
CF Team has been an
invaluable resource for
Government IT issues and
questions that arise.
ClientFirst has broad
expertise across many
types of agencies, and
effective at analyzing and
helping prioritize for your
specific agency. Very
effective at communicating
with City Managers,
department heads, and if
necessary, City Council.
We would not hesitate to
engage ClientFirst
Technology Consulting
again. Their expertise in
municipal technology and
client-focused approach
make them a valuable
partner for public
agencies. Our positive
experience extends
beyond projects,
including co-presenting
together at CSMFO and
MISAC conferences—
reflecting the strong trust
and collaboration we’ve
built. ClientFirst
consistently
demonstrates
professionalism, deep
knowledge, and a
genuine commitment to
client success. We
recommend them without
reservation.
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/21/2026
DEPARTMENT: Community Development
SUBJECT:
ANALYSIS OF THE CITY’S INDUSTRIAL AND BUSINESS PARK INVENTORY
AND TRENDS
RECOMMENDED ACTION(S):
1. Receive and file the presentation.
2. Receive and file the report.
EXECUTIVE SUMMARY:
The City’s 2025-2032 Strategic Business Plan includes a Strategy to develop and implement initiatives that leverage changes in retail, shopping, and business preferences and integrate emerging technology. Specifically, Strategic Plan (“SP”) Initiative #12 includes the preparation of an Analysis of the City’s Industrial and Business Park Inventory and Trends. The study provides an understanding of the existing stock of industrial and business park properties and its capacity to accommodate future employment needs within the City and surrounding area.
The City has approximately 9 million square feet of industrial and business park property. This study follows the Shopping Center Study that was completed in 2025 focusing on the health of retail properties in the city and strategies the City can employ to ensure future vibrancy.
A Request for Proposal (“RFP”) for the Analysis of Industrial and Business Park Inventory and Trends was released on April 9, 2025. Kosmont Companies (“Kosmont”) emerged as the top-ranked firm through a comprehensive review process. On October 7, 2025, the City Council awarded a Professional Consultant Services Agreement to Kosmont (“Agreement”) in the amount of $85,910, with an initial one-year term and two optional one-year extensions.
On January 20, 2026, Kosmont provided an update regarding their research and analysis of both the Orange County industrial market and the Lake Forest sub- market area, a snapshot of the City’s industrial inventory, and feedback from brokers and architects familiar with Lake Forest industrial market.
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Tonight, Kosmont will provide a final update on the completed analysis with additional findings and considerations. Findings and considerations from the completed analysis include:
The City’s inventory is well-suited to accommodate advanced, knowledge- based industrial activity in industries such as advanced manufacturing, research and development, medical devices, and technology. South Orange County and the City function as an innovation-oriented industrial submarket driven by access to skilled labor, employment centers, and high-quality flex space rather than port, rail, or freight connectivity. Economic and fiscal benefits of the City’s industrial base include those measured through property taxes, job creation, and productive business activity, which helps diversify and stabilize City revenue and supports a highly skilled workforce.
The City’s industrial vacancy rate has remained stable at 4%, with relatively older buildings that may require targeted modernization and reinvestment to remain competitive.
Opportunities exist for the City to foster relationships with active brokers and property owners, and to maintain policies that support building modernization and thoughtful redevelopment to sustain business activity and competitiveness, preserving the City’s tax base.
The presentation reflects highlights produced from the comprehensive analysis as detailed in the final report (Attachment 1) and appendices (Attachment 2).
FISCAL IMPACT:
There is no fiscal impact associated with the recommended actions.
ATTACHMENTS:
1. Industrial and Business Park Inventory and Trends Analysis (Final Report)
2. Final Report Appendices
Initiated By: Arianna Young, Management Analyst
Submitted By: Gayle Ackerman, 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
Industrial & Business Park
Inventory and Trends Analysis
April 14, 2026
Prep
ared by Kosmont Companies
1601 N Sepulveda Blvd., Suite #382
Manhattan Beach, CA 90266
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Contents
Executive Summary ................................................................................................................. 3 Purpose ………………………………………………………………………………………………………………………………. 3 Summary of Findings ………………………………………………………………………………………………………..… 4 Summary of SWOT Analysis ………………………………………………………………………………………………… 4 Considerations ……………………………………………………………………………………………………………………. 5 Overview of Industrial .............................................................................................................. 6 Industrial 101 …………………………………………………………………………………………………………………….. 6 Benefits of Industrial ………………………………………………………………………………………………………….. 7 National Industrial Trends ………………………………………………………………………………………………….. 8 Orange County Industrial Market Overview ........................................................................... 9 History ……………………………………………………………………………………………………………………………….. 9 Southern California and Orange County Industrial Market Trends ……………………………………. 10 Orange County Market Today …………………………………………………………………………………………… 11 South County Industrial Market ………………………………………………………………………………………… 12 Future of Industrial In Orange County ………………………………………………………………………………. 13 Lake Forest Industrial Market Overview ................................................................................14 History …………………………………………………………………………………………………………………………….. 14 Lake Forest Market Inventory …………………………………………………………………………………………… 14 Industrial Market Conditions ………………………………………………………………………………..………….. 15 Lake Forest’s Industrial Impacts on the City and Region ....................................................17 Employment Impacts ………………………………………………………………………………………………………… 17 Worker Inflow/Outflow Commuter Patterns……………………………………………………………………… 18 Impacts on the General Fund ……………………………………………………………………………………………. 19 Employment Composition by Industry Sector …………………………………………………………………… 20 Stakeholder Observations …………………………………………………………………………………………………. 21 SWOT Analysis ………………………………………………………………………………………………………………….. 23 Future Industrial Trends, AI and Technology .......................................................................26
Considerations ........................................................................................................................28 Item: 8
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Executive Summary
Pur
pose
The City of Lake Forest (“City”) retained Kosmont Companies (“Kosmont”) to analyze its existing industrial and business park space (also known as “flex”) inventory and assess its competitiveness within the South Orange County and broader Orange County industrial markets (“Analysis”). The objective of the Analysis is to provide a clear understanding of the City’s industrial building stock, development history, market position, and the benefits this land use provides to the City.
This report is organized to address national trends, the regional context of Orange County and South Orange County industrial markets, the City’s industrial inventory and history, as well as the strategic position of the City’s industrial market relative to its economic and fiscal impacts. The Analysis focuses on the City’s inventory as defined by industrial study areas (“Study Areas”) , which is embedded into the history of the now -closed Marine Corps Air Station El Toro (“El Toro ”) located in Irvine, CA . The Study Areas , influenced by the El Toro noise contour, include Baker Ranch, Foothill Ranch, AJ West Ranch, and Pacific Commercentre. Two other industrial areas in the City outside of the flight path were also evaluated, which includes a cluster of flex spaces along Aspan Street, as well as a light industrial area along El Toro Road.
The Analysis also evaluates the economic and community impacts of the City’s industrial base, sharing highlights from Kosmont’s discussion with subject matter experts like brokers and architects that are familiar with the City’s history, inventory, and strengths, weaknesses, opportunities and threats (“SWOT”) as an industrial market. Other areas covered in the report include factors influencing employer location decision- making, economic contributions to the City such as property tax revenue from industrial uses, as well as other economic and employment trends.
Finally, the Analysis provides an overview of future trends for the City’s consideration including emerging employment a nd skilled workforce trends within certain industries that may be impacted positively or negatively by Artificial Intelligence (AI). The Analysis assesses the general adaptability of existing buildings to accommodate modern operational requirements, including certain utility / power loads, evolving tenant demand driven by a hybrid work environment, as well as e-commerce and logistics growth. The results are Figure 1.1: City Study Areas; Source: City of Lake Forest
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intended to inform future land use, economic development, and policy decisions related to the City’s industrial areas.
Summary of Findings
The City contains approximately 9.6 million square feet of industrial and flex, with over half of the inventory consisting of buildings under 50,000 square feet. This building profile supports a range of small to mid- sized businesses in industries, such as advanced manufacturing, research and d evelopment ( R&D), medical devices, and technology. The smaller scale building type is in contrast to large- scale warehouse and distribution users similar to those seen in the Inland Empire. The City’s industrial market is nearly fully built out, limiting new development and reinforcing the importance of reinvestment and adaptive reuse strategies moving forward.
From a regional perspective, South Orange County and the City f unction as an innovation- oriented industrial submarket, where demand is driven by access to skilled labor, proximity to employment centers like Irvine Spectrum, and high-quality flex space, rather than port, rail, or freight connectivity. This positions the City differently from North and West Orange County and the Inland Empire, which are more heavily oriented toward logistics and goods movement.
The City’s industrial base provides economic and fiscal benefits that can be measured through property taxes, job creation, and productive business activity. Property taxes account for approximately 43% of the City’s General Fund, and while industrial uses contribute a smaller share (7.8%) compared to residential, they play a critical role in diversifying and stabilizing revenue and supporting major taxpayers and employers. The industrial sector also supports a highly skilled workforce, with strong representation in manufacturing, professional services, and technical industries, reinforcing the City ’s role as a regional employment center and a culture of innovation and productive business activity . Unlike logistics and retail, innovation-oriented users often produce high-value goods and intellectual property (e.g., medical device firms, engineering companies, manufactured products, etc.).
The City’ s m arket conditions remain stable and resilient, with a vacancy consistently hovering at approximately 4% as of Q1 2026, positive net absorption (i.e., more tenants entering the market than leaving), and no active construction pipeline. This reflects both strong underlying demand and long- term supply constraints given the limited land availability for new industrial projects. Much of the City’s inventory consists of relatively older (1980s –1990s) buildings, which while still functional , will require targeted modernization and reinvestment to remain competitive.
Summary of SWOT Analysis
Overall, Lake Forest’s industrial market is well positioned for long-term success, provided the City continues to align land use policy, infrastructure investment, and economic development strategies with its unique role as a center for advanced, knowledge-based industrial activity. The following is a summary of the SWOT Analysis that can be found further in the report.
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Figure 1.2: SWOT Analysis Summary; Source: Kosmont Companies Considerations
As the national and regional industrial markets continue to soften, industrial building functionality is moving away from traditional Class A benchmarks. While industrial industry standards increasingly emphasize high clear heights and large footprints, the City’s tenant base continues to value smaller spaces, office- warehouse integration, and proximity to workforce and housing. It is anticipated t he market may continue to evolve in ways that align with the City’s existing strengths. Emerging trends such as AI -driven manufacturing, automation, and advanced production models are increasing demand for flexible, tech- enabled industrial space rather than large- scale logistics facilities. This creates an opportunity for the City to focus on leveraging its approximately 9 million square feet of industrial and flex space as a core economic asset that supports a strong employment base.
With the City mostly buil t out and with limited opportunities for new development, future industrial growth will come primarily from reinvestment, modernization, and re-tenanting of existing buildings. This places an importance on zoning flexibility, predictable entitlements, and policies that support incremental upgrades while supporting thoughtful redevelopment as relatively older buildings are modernized in the next couple of decades. Fostering relationships with active brokers and property owners to keep abreast of market dynamics, changing technology, and evolving business models will be key to sustaining business activity and competitiveness, preserving the City’s future tax base.
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Overview of Industrial
Indus
trial 101
Industrial real estate comes in many shapes and sizes built to support the functions and needs of the supply chain. From cold storage and logistics to R&D and advanced manufacturing, industrial land uses at its core are meant to serve the consumer within a large supply chain. Industrial represents a spectrum of building types tailored to distinct operational needs. L arge-scale manufacturing plants and highly specialized facilities like data centers and research labs are all under the umbrella of industrial. Industrial is commonly separated by category, which is further defined by its operational function, physical specifications, and infrastructure requirements. The following are several core industrial building typologies:
• Heavy Manufacturing: Includes facilities that are larger in scale focused on producing goods with heavy machinery and extensive infrastructure . These facilities typically span hundreds of thousands of square feet. These buildings are highly specialized and difficult to reconfigure for new tenants.
• Light Manufacturing: Smaller and more adaptable buildings with production spaces and flexible layouts to accommodate movable equipment. They are easier to lease and repurpose compared to heavy manufacturing facilities.
• Warehouse & Distribution: Properties focused on storing and moving goods efficiently through open layouts, loading docks, and strong transportation access. They are commonly used by logistics providers, wholesalers, and manufacturers.
• Research & Development (R&D): Facilities designed for testing, lab work, and innovative work in industries like biotech and tech. They often include specialized systems and are located in campus- style industrial parks.
• Flex Industrial: Hybrid buildings combining office, warehouse, and light industrial uses with lower ceiling heights. Their flexibility provides for a range of business operations and are often sold to individual owner-operators as a condominium within a larger facility similar to what is found in the City. Flex is also commonly referred to as “small bay” or “business park” space. • Showroom: A type of flex space that dedicates a significant portion to sales and product display.
Common uses include car dealerships and design-oriented businesses. • Cold Storage: Temperature-controlled facilities designed to store perishable goods like food and pharmaceuticals. They require advanced refrigeration systems and are often leased to single, long- term tenants.
• Data Centers: Highly specialized facilities that house servers and digital infrastructure, requiring robust power, cooling, and security systems. They support data- intensive industries like cloud computing and telecom.
Flex
and light industrial buildings, the type mainly found in the City , tend to be smaller and integrate office space more than other industrial building types, often ranging from roughly 5,000 to 50,000 square feet .
Larger industrial buildings, such as warehouse and logistics facilities can range from 100,000 square feet to over 1 million square feet depending on their function and site constraints. Some building characteristics Item: 8
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can vary significantly, such as the following differentiators: clear height, truck loading configuration, floor load capacity, quality of office space, trailer parking, and power capacity.
Benefits of Industrial
Industrial development plays an important role in supporting local economies by creating jobs, attracting private investment, and maintaining a stable tax base. Further, industrial parks provide organized, infrastructure-ready environments that allow businesses to operate efficiently while generating broader economic benefits for surrounding communities. These areas not only accommodate business growth but also create ripple effects through increased demand for services, housing, and public infrastructure.
In the City, these benefits are realized in a more specialized way. Unlike traditional logistics-driven markets, the City’s industrial base is centered on high-skilled labor, R&D, and advanced manufacturing, which shifts the value of industrial land from purely funct ional to innovation-driven. This results in a stronger emphasis on workforce quality, economic diversification, and long- term competitiveness rather than just throughput and distribution.
Major benefits of industrial development, particularly as it relates to the City, include:
• Sustainable economic growth and tax base stability: Industrial uses attract long-term private investment and contribute to property tax revenues, helping fund public services. In the City , higher-value industrial users (e.g., tech, medical, engineering firms) often generate greater economic output per square foot than traditional warehouse uses. • High-quality job creation and workforce alignment: Industrial areas support a wide range of employment opportunities, but in the City, they are particularly important for high-wage, skilled jobs. This aligns with the City’s educated labor pool and strengthens the job-housing balance by allowing residents to work closer to home.
• Innovation through clustering of specialized industries: Industrial parks foster collaboration and efficiency by grouping similar or complementary businesses. In the City, this clustering supports innovation ecosystems, where R&D, engineering, and manufacturing firms benefit from shared talent, knowledge exchange, and proximity to regional tech hubs like Irvine. • Efficient and compatible land use planning: Concentrating industrial uses in defined areas helps minimize conflicts with residential neighborhoods and improves overall land use organization. In Lake Forest, industrial areas are already well integrated into the City’s development pattern and tend to have lower external impacts than heavy logistics markets , which is largely a result of the El Toro noise contour.
• Multiplier effects on the local economy: Industrial activity drives demand for local services, retail, and housing. In Lake Forest, the presence of higher-income workers further amplifies this effect, supporting a more robust and stable local economy from local workers who are spending money in the City throughout the week.
• Positioning for future economic trends: Modern industrial development increasingly supports technology, automation, and innovation. The City is well positioned to benefit from trends such as Item: 8
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AI-driven manufacturing and flexible production models, which favor smaller, tech -enabled industrial spaces over large-scale logistics facilities.
Overall, while industrial development universally supports economic growth, in the City it serves a more strategic role by cultivating a high- skill, innovation -oriented economic base that reinforces the City’s competitiveness within South Orange County.
National Industrial Trends
Industrial and retail dynamics are increasingly interconnected, which is driven largely by the growth of e‑commerce and the logistics infrastructure that supports it. Nationally, consumers have increasingly shifted toward online purchasing but that was accelerated following the COVID -19 pandemic. Therefore, retailers rely on logistic centers and warehouses to manage last -mile delivery of inventory and support faster fulfillment from the increase in demand by consumers. Prologis reported that U.S. e-commerce accounted for over half of total retail goods sales growth, while the U.S. Census Bureau reported that e- commerce represented 16.4% of total retail sales in the third quarter of 2025 nationally1. The following are national trends observed from the increase in online buying following the pandemic:
• Growth in online buying has shown there is increased demand for strategically located industrial space near population centers to meet consumer expectations for speed and efficiency of delivery.
Retail cannot thrive without distribution infrastructure behind it and the closer it is, the more effective.
• E-commerce has reinforced demand for a wider range of facilities, from large regional fulfillment centers like the ones seen in the Inland Empire to smaller infill last-mile buildings like those seen throughout Orange County and the City.
• Consumer expectations for fast, low -cost delivery are growing and dependent on smaller, well- located logistics facilities , which are more important even in land- constrained urban and infill markets.
The result is a logistics system that is split into two landscapes: large regional fulfillment centers in major distribution hubs like the Inland Empire, and smaller closely located last ‑mile facilities in dense or land‑constrained markets such as those throughout Orange County. Retailers depend on this network to meet rising consumer expectations for fast, low -cost delivery which makes well-located logistics buildings increasingly essential.
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Orange County Industrial Market Overview
History
Orange County’s industrial market is the product of several generations of economic change. The county’s earliest industrial base started from agriculture and food processing, which later shifted Orange County toward aerospace, defense, electronics, and precision manufacturing in the postwar era. This shift was the most evident in North County and the Airport Area. Eventually , as land values rose and the county urbanized, industrial development became more specialized. Specialized spaces, such as older warehouses and manufacturing clusters , remained concentrated in the north and west, while newer flex, R&D, and hybrid industrial product expanded throughout southern Orange County with the heaviest concentration around Irvine. That evolution helps explain why Orange County today functions less like a pure bulk logistics market and more like a high- value, infill industrial market serving advanced manufacturing, medical device, technology, and business -support users alongside traditional warehouse and distribution tenants.
Orange County’s industrial inventory is divided into four (4) main submarket areas: North County, West County, Airport Area, and South County. Orange County’s industrial inventory remains anchored by the large legacy concentrations in North County and the Airport Area, with smaller but still meaningful clusters in West County and South County.
Figure 3.1: Cushman & Wakefield OC Market Map; Source: OC Marketbeat Report (2025) 2 Item: 8
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Southern California and Orange County Industrial Trends Orange County’s role in the broader southern California region amplifies the economic shifts and market demands the rest of the country experiences. Although not a port market itself, Orange County sits inside the nation’s largest goods‑movement system, anchored by the Ports of Los Angeles and Long Beach and interconnected through regional airports, rail corridors, and a vast warehousing network. The Southern California Association of Government’s (SCAG) Connect SoCal goods movement report describes the region as the nation’s largest goods movement area when its combined seaports, airports, rail, and warehousing network are considered
3. Similarly, the Center for Jobs and the Economy’s 2024 report also reaffirms that the Ports of Los Angeles and Long Beach are the core of the largest trade complex in North America and remain foundational to jobs, tax revenue, and freight activity across Southern California 4.
According to the same report, the region supports 230,000 jobs regionally and over 3 million jobs nationally.
Figure 3.2: Illustrative E-commerce Distribution Diagram; Source: SCAG 2024 For
Orange County, this means industrial demand is shaped not only by local users, but also by its position within the supply chain geography of the Los Angeles basin, which includes port activity, trade flows, regional trucking, and a distribution network. These activities centered on the movement of goods all influence tenant demand, rent levels, and the strategic value of infill industrial product in Orange County.
Orange County Market Today
Orange County’s industrial market underwent a transition over the course of the year, shifting from an extended period of tight conditions toward a more normalized market by Q4 of 2025. Last year industrial trends were marked by a rise in vacancies, stable asking rents, and rebalancing of tenant demand.
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Throughout early 2025, vacancy rates began to increase from prior cyclical lows, reflecting both newly delivered space and a modest softening in tenant demand. By Q4 2025, vacancy had risen compared to the prior year, marking one of the highest levels observed in several years, though still low relative to national benchmarks. This increase was driven less by oversupply and more by a combination of slower leasing velocity, tenant consolidation, and the delivery of previously initiated development projects. Despite this upward movement, overall availability remained constrained by Orange County’s limited land base and high barriers to new construction.
Construction activity also played a key role in shaping 2025 outcomes. The pipeline, which had been elevated in prior years, began to taper as rising interest rates and construction costs constrained new starts.
By Q4, much of the space under construction had already been delivered or pre- leased, and the forward pipeline appeared more limited. This suggests that while vacancies increased in the short term due to recent completions, future supply growth is likely to remain flat, reinforcing long-term supply constraints.
The total county industrial inventory is approximately 305 million square feet . Using submarket inventory figures from leading real estate data analytics firm, CoStar, the county’s submarket sizes by square feet are distributed as follows:
• North County has approximately 136.5 million square feet of inventory; • Followed by the Airport Area with roughly 76.0 million square feet; • South County with about 47.3 million square feet (includes Lake Forest); and • West County with approximately 45.5 million square feet.
Countywide conditions at year-end 2025 suggested a market that was softening but stabilizing. Overall, Q4 2025 represents a point of stabilization for the Orange County industrial market. The data indicates a shift away from extreme landlord- favorable conditions toward a more balanced environment, yet one that remains fundamentally undersupplied relative to long-term demand drivers. Vacancy has risen but is still low in absolute terms, rent growth has moderated but not reversed significantly, and development remains constrained. These dynamics reinforce the characterization of Orange County as a high- barrier, infill industrial market that is adjusting to cyclical pressures while maintaining some relative stability .
South County Market
At the end of 2025, the S outh County submarket reported an overall 5.6% vacancy with monthly rents around $1.77 price per square foot (psf) NNN (i.e., triple net refers to a tenant’s responsibility to pay property taxes, insurance, and maintenance in addition to the published rent per square foot ). W arehouse & distribution property monthly rents were slightly above, at $1.87 psf/month NNN. South County market trends higher than the Orange County average of $1.59 psf/month 2 NNN.
South County stands apart from the rest of Orange County because it is less defined by port, rail, or airport- oriented logistics and more by smaller -format industrial, flex, and R&D space serving local and regional users. Entering 2026, the South County industrial/flex market trends toward more specialized, occupancy- sensitive environment than the broader county. Much of that softness was concentrated in Irvine Spectrum Item: 8
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and Lake Forest -area product, where users tend to value building functionality, office- warehouse integration, and proximity to skilled labor more than direct freight connectivity. According to Cushman & Wakefield, R&D/flex demand is being driven primarily by technology, medical, and light -production users seeking functional, well-located buildings.
North and West County are more closely tied to traditional warehouse/distribution and manufacturing patterns, and the broader county narrative still reflects concern about port -adjacent and logistics-oriented demand as trade volumes and sourcing strategies fluctuate. By contrast, South County’s competitive position is rooted more in modern flex/R&D space, freeway access, affluent labor pools, and adjacency to Irvine Spectrum, Lake Forest, Mission Viejo, and related employment centers. Therefore, South Count y is less a “goods movement” submarket and more an “operational/innovation” submarket. As a result, its market performance is likely to be shaped by small- to mid-bay tenant demand, the health of medical-tech and advanced manufacturing users, and the leasing velocity of higher -finish flex buildings . Notably, the Lake Forest/Foothill Ranch inventory is approximately 20% of the total South County inventory. The South County submarket’s inventory can be broken down by the following sizes within the following communities:
South County Market Area by Submarket Size of Inventory (SF) Irvine Spectrum 21.5 M
Lake Forest / Foothill Ranch 9.6 M
San Clemente/San Juan Cap/Dana Point 5.4 M
Laguna Hills / Aliso Viejo 4.9 M
RSM / Coto de Caza / Ladera Ranch 3.7 M
Mission Viejo 1.5 M
Laguna Niguel / Laguna Beach 732 K
Total: 47.3 M
Figure 3.3; Source: CoStar
Fut
ure of Industrial in Orange County
Several key national and state trends are shaping Orange County’s industrial market, including continued growth in e-commerce, increased demand for last -mile logistics, rising use of automation, evolving supply chain strategies, and stricter state regulations. Together, these factors are shifting the market away from low-cost bulk distribution toward more limited, high-value, and strategically located industrial space.
Orange County is expected to remain a high- demand infill market where location is critical for certain companies. Businesses increasingly value proximity to consumers, access to skilled labor, and connectivity Item: 8
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to major transportation routes like the I-5 and I-405. At the same time, there is growing demand for modern, flexible facilities that can support automation and a mix of uses.
Due to limited available land, redevelopment is expected to play a vital role in the region’s industrial future.
National brokerage firm, Matthews, described O range County as one of the country’s most supply - constrained industrial markets 6. Much of the next phase of growth will come from upgrading and repositioning existing properties rather than building new ones. Older industrial buildings, and underutilized office or retail sites, may be adapted to meet current needs.
While infill development offers opportunities to modernize the market, it also presents challenges.
Regulatory requirements, environmental reviews, and community concerns around traffic and emissions can slow development. Furthermore, state policies, such as California’s A ssembly Bill (“AB”) 98, continue to add more complexity to industrial property owners and developers by making more stringent standards for logistics development. AB 98 attempts to strengthen requirements related to circulation, emissions, and community impacts, raising the entitlement and design threshold for new logistics projects across the state.
Although well-intentioned, it is proving to slow the development of much needed industrial facilities in certain communities.
Ultimately, industrial development represents both an opportunity and a challenge within Orange County.
The Orange County market has proven it is able to adapt to evolving economic trends and supply-demand shifts without significant expansion. The Orange County industrial market remains an infill development market, but it also reveals there are challenges to accommodating growth within a highly built -out and regulated environment. California’s stringent environmental review processes, alongside local concerns regarding traffic, emissions, and land use compatibility, can limit the pace and scale of redevelopment.
These constraints contribute to a supply -limited market, reinforcing the value of existing indust rial assets that can modernize over time and still provide long-term rent growth.
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Lake Forest Industrial Market Overview
His
tory
The C
ity’s development patterns are closely tied to its early history and the influence of the El Toro base.
The area originated as part of the 11,000- acre Rancho Canada de los Alisos Spanish land grant and was later developed in the late 1800s as an agricultural community centered around rail access, small farming operations, and eucalyptus groves. The opening of El Toro in the early 1940s introduced flight path, noise, and safety constraints that limited residential development and directed surrounding land uses toward commercial activities.
Bet
ween the 1970–1990 period of the City, suburban growth fell within Orange County’s jurisdiction. Planned communities, such as Baker Ranch, Pacific Commercentre, Foothill Ranch, and Portola Hills were ultimately shaped by the aircraft overflight restrictions carried over from the base. After the City’s incorporation in 1991 and adoption of its General Plan in 1994, the City formally recognized these constraints and established a planning framework for future growth. As a result, areas affected by the former base’s noise contours have continued to support commercial, flex , and industrial uses, contributing to the City’s employment base and property tax revenues.
Lake F
orest Market Inventory
According to CoStar, the City (including the Foothill Ranch area) includes an industrial and flex space inventory of 9.6 million square feet characterized predominantly by small - to mid-bay spaces that support a diverse base of local and regional users. Over half of the inventory (52%) consists of units under 50,000 square feet, with a significant share of even smaller spaces in the 2,000 to 10,000 square foot range, which can be characterized as condo business park / flex spaces. It’s important to note that although smaller flex spaces are not fully captured in traditional brokerage data reports researched by Kosmont, these smaller spaces remain critical to owner-operators and entrepreneurial demand. In contrast, large- format buildings are limited, with only a small number of properties exceeding 300,000 square feet in the City, reinforcing the market’s lack of big- box industrial product type. Approximately 12% of buildings (3 buildings) are over 300,000 square feet in size in the City and are located in Foothill Ranch (see Figure 4.3 for example) .
Additionally, another 12% are in the 100,000- 200,000 square foot range like the Foothill Business Center in Figure 4.4 (150,000 sq. ft.). Larger properties have the added benefit of allowing multiple tenants to be subdivided within a larger building.
Figure 4.1: Map of El Toro Noise Contour;
Source: City of Lake Forest
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Figure 4.2: Breakdown of City Inventory; Source: CoStar The existing building stock is largely composed of flex, R&D, and light industrial space (Figure 4.5) with integrated office components, catering to technology, medical, and advanced manufacturing users rather than distribution-heavy tenants. Much of the inventory dates back to the 1980s and 1990s; however, these buildings remain highly functional and competitive due to their adaptable layouts and affordability. With the market nearing full buildout , future supply is constrained, placing greater emphasis on repositioning, subdivision of larger boxes, and incremental expansion within existing properties. Overall, the City ’s industrial inventory functions as a distributed, multi-tenant environment designed to accommodate smaller- scale users, gradual business growth, and specialized operational needs rather than large institutional occupiers.
52%
16%
12%
6%
12%
Percentage of Industrial/Flex Buildings by Size (SF)
under 50k 50k - 100k 100k-200k 200k-300k Over 300k
Figure 4.4: 150k SF Warehouse Facility (Foothill
Business Center); Source: CoStar
Figure 4.3: 579k SF Manufacturing Facility
(1 Icon / Oakley); Source: CoStar
Figure 4.5: 13.9k SF Multi-tenant Flex
Facility (Spectrum Pointe); Source: CoStar
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Industrial market conditions within the City remain stable despite some of the same softening in demand that the overall county is seeing. According to CoStar, as of Q1 2026, vacancy for the Lake Forest/Foothill Ranch market is at 4.2%, confirming its stabilization as a market and its improvement since a vacancy peak of 8.4% in 2023. The City’s market historically has been under the broader market average for vacancies, indicating less volatility in leasing activity. Further, net absorption has remained positive (+29,500 SF) in Q1 according to recent data from CoStar . The City does not currently have new construction projects underway, which reinforces some of the long-term supply constraints causing a tight vacancy. Lastly, while rents have corrected approximately 12% from peak levels across Orange County, they have stabilized locally and are projected to resume growth into 2027.
City of Lake Forest 2026 YTD (Q1)
Market Asking Rent $PSF/Yr. $20.51
Vacancy Rate 4.2%
Vacant SF 407,000
Net Absorption 29,500 SF
Existing Industrial/Flex Inventory (SF) 9.6 M
Figure 4.6; Source: CoStar
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Lake Forest’s Industrial Impacts on the City and Region Emp
loyment Impacts
In t
he context of the Analysis’ 10 Study Areas, Kosmont found that eight of the City’s top employers are located within the Study Areas.
The map (Figure 5.1) highlights the concentration of major employers such as Oakley, Schneider Electric, Spectrum Brands HHI, Bal Seal Engineering, Kawasaki , and others within the four Study Areas. Top employers shown are geographically distributed across key industrial and flex areas in the northern and central portions of the City influenced by the noise contour and with convenient access to the 241-toll road and 5 freeway.
A list
of the City’s top employers reinforces the strength of the City’s industrial market as a significant employment and business hub within South Orange County for companies that require access to a skilled workforce. The chart below (Figure 5.2) highlights a mix of major employers across different study area locations, with Oakley leading significantly at 1,400 employees in Foothill Ranch.
Ot
her large employers include Spectrum Brands HHI (494), also concentrated in Foothill Ranch, showing a strong employment cluster in that part of the City n ear the 241-toll road. AJ West Ranch hosts notable employers like Schneider Electric (500) while other companies such as Alcon Research and Dynacast contribute to employment within the Baker Ranch and Pacific Commercentre Study Areas. Overall, Foothill Ranch appears to be a major employment hub among the listed locations of top employers.
Figure 5.2: Top Employers in the City by Study Area Location; Source: City of Lake Forest ACFR (2024) Figure 5.1: Map of Major Employers in Study
Areas; Source: City of Lake Forest
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Worker Inflow / Outflow Commuter Patterns
Wi
th 33,212 workers commuting into the City and
41,033 residents commuting out, the C ity
experiences a net outflow of 7,821 workers and
an employment ratio of 0.82. This shows that
while the City hosts a substantial job base,
particularly in industrial and flex settings, it still functions in part as a residential community
whose workforce seeks opportunities in large
nearby employment hubs, such as Irvine. This is
critical for the City’s economy as it sees a positive
net fiscal impact through its sales tax from
workers who come into the City weekly and
spend money on meals, goods, or services
before or after going home.
Ir
vine hosts 229,299 inbound commuters versus
74,704 outbound. Irvine’s high net inflow of over
150,000 workers underscores its role as the job
center in central Orange County. Mission Viejo, on the other hand, presents a contrasting profile as a predominantly residential city, with 25,229 workers commuting in and 34,490 commuting out. Compared to Irvine and Mission Viejo net inflow of workers, Lake Forest occupies a middle ground between job-rich and bedroom communities. This underscores the importance of preserving industrial land to strengthen the local jobs-housing balance and reduce regional commuting pressures over time.
Reference Lake Forest Orange County
Workers Living and Working 3,631 960,765
Workers Coming (Inflow) 33,212 752,238
Workers Going (Outflow) 41,033 536,911
Net Inflow/(Outflow) (7,821) 215,327
Employment Ratio* .82 1.14
Figure 5.4; Source: U.S. Census Bureau Center for Economic Studies (2023, Accessed March 2026) *Employment Ratio = People employed within City (living and working in City + those who come into City for work) / Employed population of City (living and working in City + workers who live in the City, but work outside of the City) Figure 5.3: Inflow/outflow map of Lake Forest, Source: U.S. Census Bureau Center for Economic Studies (2023, Accessed March 2026) Item: 8
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Impacts on the General Fund
Bey
ond job creation, the City’s industrial base plays a critical fiscal role by contributing to the City’s General Fund. The City’s General Fund is supported by property taxes, which account for approximately 43.1% of total revenues, making it the largest funding source compared to sales tax (29.9%) and all other categories.
This underscores the importance of keeping a strong and stable property tax base to support municipal services. Unlike more cyclical revenue streams such as sales tax or transient occupancy tax-related (TOT) fees, property tax revenues tend to be more stable and predictable over time.
Although industrial can contribute to the sales tax base, the industrial and flex properties found in the City do not see significant point-of-sale transactions to generate a substantial contribution. Generally, spaces like wholesale showrooms, manufacturers with direct sales, or e-commerce related fulfillment centers with online sales are contributing to the sales tax base within a city. Given the City’s employment base is focused on R&D and engineering, this Analysis focused on the impacts of property tax revenue to the General Fund.
Industrial and flex properties contribute their most meaningful share of revenue through property tax over sales tax despite occupying a relatively small part of the City’s total land area.
Wi
thin that property tax base, industrial uses represent 7.8% of the total property tax, according to the City’s Annual Comprehensive Financial Report (“ACFR”) from 2024. When compared to residential uses at 76.8% and commercial uses at 11.1%, industrial properties contribute a smaller proportion overall, but their role is still meaningful given their typically higher value per square foot and ability to generate employment. On average, industrial property tax revenue has increased by 4.2% year-over-year, for a 50% overall increase since 2016. The City’s industrial and flex through R&D and advanced manufacturing space plays a n important role in diversifying the tax base and supporting economic activity.
Figure 5.5 Source: California State Controller Office (2024) Figure 5.6; Source: California State Controller Office (2024) Thi
s relationship between industrial land uses and fiscal stability is further illustrated by examining the City’s largest individual property taxpayers, many of which are industrial or flex owners. Several of the largest Item: 8
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contributors, including Oakley Inc., Prologis, Applied Medical, and Rexford Industrial , are directly tied to industrial, flex, or advanced manufacturing uses, reinforcing the sector’s role as a meaningful part of the City’s property tax revenue. T hese top taxpayers demonstrate that industrial and flex properties can generate significant individual contributions, often tied to high- value facilities and major employers.
According to the City’s AFCR (2023- 2024), the Top 10 property taxpayers represent approximately $1.1 billion in assessed property value or represent approximately 4.8% of the total assessed property value in the City.
Many of these companies are high-skilled, employment-generating uses rather than traditional logistics, aligning with the City ’s position as a hub for R&D, medical, and technology -oriented firms. This concentration of high- value industrial users not only supports the City’s fiscal base, but also reinforces broader economic benefits, including job creation and economic stability.
Top Taxpayer
1 Oakley Inc.
2 Prologis California I LLC
3 Orchard Lake Forest Ca LP
4 Avalon Baker Ranch LP
5 Buchheim Properties
6 Exchange Pacific Vista Commercentre Dr.
7 Applied Medical Resources Corporation
8 LAACO Ltd.
9 BSP Spectrum Centre LLC
10 Rexford industrial Realty LP
Figure 5.7: Top Property taxpayers in City of Lake Forest; Source: ACFR (2023 -2024) Emp
loyment Composition by Industry Sectors
Additionally, the composition of jobs in the City highlights a diverse and highly skilled economic base. The strongest representation is in sectors typically associated with office, R&D, and advanced industrial activity.
The largest employment sectors include education and health services (18.2%), professional and business services (15.5%), and manufacturing (12.4%), followed closely by retail trade (12.2%). This mix reflects a balanced economy, but notably one that leans toward knowledge-based and production-oriented industries rather than purely service or logistics-driven sectors.
From an industrial perspective, the data reinforces that the City’s economy is not centered on traditional warehousing or distribution. While transportation and warehousing accounts for only 5.4% of employment, manufacturing and professional/technical services together are a significantly larger share of the workforce.
This shows that the City’s industrial base is more closely tied to advanced manufacturing, engineering, and R&D functions, which typically require higher -skilled labor and generate greater economic value per employee.
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Overall, this employment profile supports the City’s positioning as a high-skill, innovation-oriented industrial market, where industrial space is used to support product development, technology, and specialized production.
Industry Sectors in City Estimate Percentage of total
Educational services, and health care and social assistance 8,378 18.2% Prof., scientific, and mgmt., and admin and other mgmt. services 7,132 15.5% Manufacturing 5,733 12.4%
Retail trade 5,625 12.2%
Finance & insurance; real estate and rental and leasing 3,947 8.6% Arts, entertainment, and rec, and accommodation and food services 3,817 8.3% Transportation and warehousing, and utilities 2,492 5.4% Other services, except public administration 2,483 5.4% Construction 2,144 4.7%
Public administration 1,520 3.3%
Wholesale trade 1,448 3.1%
Information 1,234 2.7%
Agriculture, forestry, fishing and hunting, and mining 148 0.3% Total Est. Number of Employees (16+ Years and Older): 46,101 100% Figure 5.8; Source: U.S. Census Bureau Center for Economic Studies (2023, Accessed March 2026) Manuf
acturing alone is approximately 12.4% of local employment, while transportation and warehousing adds another 5.4%, both of which are closely tied to industrial land use. Together, these sectors account for nearly one- fifth of all jobs in the City. When combined with professional, scientific, and management services, many of which operate within flex environments, the data reinforces the City’s identity as a center for skilled, innovation-oriented employment.
St
akeholder Observations
Kosmont spoke with several stakeholders that consisted of brokers active in the market , as well as architects who are on the cutting edge of industrial building design and trends. Stakeholder input highlights a nuanced and highly localized industrial market in the City, shaped by both broader Southern California trends and unique submarket dynamics. While regional industrial conditions are still uneven with overbuilding in the Inland Empire and post-COVID demand normalization, the City stands out as a mature, supply-constrained market where redevelopment, rather than ground- up development, is a growth opportunity. Stakeholders emphasized that much of the City’s industrial inventory does not meet modern Class A standards; however, this is not viewed as a weakness, but rather as a key differentiator that supports a diverse base of smaller, specialized users in manufacturing, R&D, and engineering.
A consistent theme across stakeholders is the divergence between evolving development standards and actual tenant demand. Design trends are pushing toward larger buildings, higher clear heights (now ~36 Item: 8
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feet), and expanded truck courts, often driven by institutional expectations and brokerage norms. However, in the City, demand is still concentrated in smaller -scale industrial spaces, typically between 10,000 and 50,000 square feet, with limited activity for single-tenant buildings above 100,000 square feet. This reflects the City’s position as a non- port, non- logistics-driven market, where heavy trucking and large- scale distribution are not primary use cases.
Other stakeholder themes revealed in this Analysis include:
• Small-Scale, Owner -User Demand: The market is predominantly driven by entrepreneurial businesses and local owners, many of whom live within close proximity. Users often start in smaller spaces (2,000–10,000 SF) and expand incrementally, reinforcing demand for flexible, subdivided industrial product rather than single-tenant large-format buildings. • Functional Obsolescence vs. Market Relevance: While older industrial and flex buildings (1980s–1990s vintage) are beginning to be considered obsolete in other markets, they remain viable and desirable in the City due to their scale, configuration, and affordability. Existing buildings generally maintain functional utility, particularly with adequate dock -high loading and durable construction.
• Redevelopment Constraints and Opportunities: With approximately 98% buildout, according to brokers, new supply is largely dependent on redevelopment, often involving the conversion of underperforming office sites. However, irregular parcel shapes and increasing design requirements (e.g., deeper truck courts) can constrain feasibility. Select areas may represent opportunities for repositioning to higher and better uses, including blended-use applications. • Mismatch Between Institutional Product and Local Demand: Although newer Class A industrial product emphasizes scale and modern specifications, stakeholders noted that the City’s demand profile does not align with big- box logistics or large- scale distribution. The market is unlikely to support such uses long term.
• Economic and Workforce Considerations: The City’s p roximity to housing and a skilled workforce are important to employers. Similarly, employees who live in South Orange County are increasingly prioritizing a shorter commute or a hybrid work environment that fits with the same types of companies the City is home to. This dynamic reinforces the importance of supporting a balanced jobs -housing relationship by building more housing to continue supporting the skilled workforce seeking to live in the area.
Overall, Kosmont found that stakeholders view ed the City’s industrial market as a stable inventory that is well-positioned for strong continued leasing performance and low vacancy. Stakeholders emphasized the City’s industrial inventory is attractive to local owners because it’s considered a functional building stock and is strategically located within South Orange County.
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SWOT Analysis
The C
ity can be best described as primarily a specialized, infill, small-bay industrial market with a focus on advanced manufacturing, R&D, and tech-oriented users. Its competitive advantage lies in its ability to be flexible over the scale of its properties, functional, and provide workforce proximity for employers seeking an educated / skill ed labor pool. Rather than competing with large- scale logistics markets, the City is positioned to continue excelling in the industries it is home to, like companies in advanced manufacturing, R&D, and other entrepreneurial industrial firms. The key findings in the SWOT analysis followed by additional detail:
Str
engths
The City is a market that is supply -constrained and has had limited opportunities for new development , which has made its vacancy as low as it is and maintained leasing stability . Even as the broader Orange County market has experienced periods of softening, the City’s resilience has been reinforced by positive absorption trends and a history of lower volatility compared to other submarkets in South County.
Another
strength of the City is its alignment with small - to mid-bay industrial demand, which continues to dominate South Orange County. The majority of the City’s inventory is composed of smaller -format buildings that support a diverse, local tenant base.
Key
drivers of this strength include:
• Significant inventory (52%) in the City is under 50,000 SF, which aligns with tenant demand. This may be located in a single building or created by the subdivision of a larger building. • Strong presence of owner-users and entrepreneurial businesses who live in South County • Diverse mix of manufacturing, R&D, and technology -oriented firms who want to be near other like companies in South County
The
City offers convenient access to the 5 Freeway and 241 Toll Road, while being embedded within a highly educated and affluent labor market. The City also has good proximity to Irvine Spectrum and other nearby employment centers, which can enhance the City’s appeal to companies that prioritize access to a stable and educated workforce.
Impor
tantly, the City’s older industrial stock functions as a competitive advantage in the long term . While not Class A by modern standards, the City’s inventory provides:
• Buildings with flexible layouts suitable for a variety of industrial uses • More attainable rents relative to newer product in the Irvine Spectrum area • Functional utility for light manufacturing, engineering, and R&D users Wea
knesses
Despite its supply-demand stability, the City’s industrial market faces structural limitations tied to its relatively older inventory and constraints on available vacant land for future growth. Much of the existing Item: 8
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building stock does not meet modern Class A specifications, particularly in terms of clear heights, truck loading, and site design, which may limit its appeal to certain companies.
Thes
e limitations are most evident in:
• Lower clear heights and older loading configurations
• Limited truck courts and circulation in some properties • Modernization demands related to power and digital infrastructure for certain tenants Wi
th no active construction pipeline and limited large parcels, the market has reduced flexibility to accommodate evolving tenant requirements. Redevelopment is often complex due to irregular parcel shapes and stricter modern design standards.
Wh
ile older buildings remain competitive today, there is a growing need for capital reinvestment to prevent functional constraints, particularly as tenant expectations evolve. Without reinvestment, some properties risk falling behind newer product in nearby markets. Additionally, the City’s limited role in regional logistics networks, with no direct access to ports, rail, or major cargo infrastructure, reduces its ability to attract large- scale warehouse and distribution users.
Op
portunities
The City’s constraints create an opportunity for strategic reinvestment and repositioning of existing assets.
With limited ground- up development potential, the market is well suited for value- add strategies that enhance functionality while preserving its small-bay character.
Opport
unity areas include:
• Encourage property owner renovations and modernizations of older industrial buildings • Promote office building conversions to industrial or flex space to accommodate growing demand • Support upgrades to power, connectivity, and interior buildouts by proactive owners Dema
nd has shown continued growth in flex, R&D, and advanced manufacturing uses, which are expected to continue into the near future. I ndustries, such as medical devices, clean technology, and engineering, are projected to grow. These are sectors that seek space and a location that align with the City’s existing building stock and workforce characteristics.
Emer
ging trends in industrial AI and smart manufacturing remain important as firms slowly ramp up their use of AI to support product development, design, or other efficiencies. These uses prioritize:
• High-quality interior environments over large footprints • Reliable power and digital infrastructure
• Flexible, adaptable building configurations
Add
itionally, continued e- commerce growth supports demand for infill, last -mile distribution, though at a smaller scale than traditional logistics hubs. The City’s location and built environment make it well suited for these uses. The City also benefits from strong jobs -housing proximity, which remains a key factor for employers seeking to attract and retain talent in a high-cost region.
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Threats
The City’s industrial market operates within a broader environment shaped by regulatory, economic, and competitive pressures. California’s evolving regulatory framework including AB 98 and related policies adds complexity to industrial development, particularly for logistics uses, by increasing requirements related to traffic, emissions, and site design.
At
the same time, the City faces competition from other submarkets that offer different advantages:
• Irvine Spectrum provides newer, higher-quality flex and R&D product • Inland Empire offers lower-cost, large-scale logistics space • North and West Orange County maintain stronger ties to traditional distribution networks This creates a competitive landscape where the City must continue to differentiate based on functionality, location, access to high-skilled labor pool, and a tenant mix centered around innovation.
Ec
onomic and financial factors also present challenges, such as rising construction costs . C apital constraints may also limit the feasibility of redevelopment, particularly for smaller property owners who are unable to keep up with the growing demands of their tenants.
Ot
her long-term risks include:
• A relatively older inventory that does not incorporate sufficient reinvestment throughout the buildings’ lifecycle
• Potential tenant migration to newer product in nearby markets because of the adaptability of other property owners
• Unforeseen impacts of AI and the ability to streamline assembly line duties, R&D, and engineering Ov
er time, these pressures could impact both the competitiveness and preservation of industrial land within the City if not carefully managed.
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Future Industrial Trends, AI and Technology
With the City mostly buil t out and with limited opportunities for new development, future industrial growth will come primarily from reinvestment , modernization, and re-tenanting of existing buildings. This dynamic places an importance on zoning flexibility, predictable entitlements, and policies that support incremental upgrades while supporting thoughtful redevelopment as relatively older buildings are modernized in the next couple of decades.
As the national and regional industrial markets continue to soften, industrial building functionality is moving away from traditional Class A benchmarks. While industrial industry standards increasingly emphasize high clear heights and large footprints, the City’s tenant base continues to value smaller spaces, office- warehouse integration, and proximity to workforce and housing. As automation, AI-enabled manufacturing, and digital infrastructure become more prevalent, demand is expected to skew toward interior func tionality like power capacity, connectivity, and specialized buildouts rather than the scale of a property.
As industrial jobs become more technical and less labor -intensive, access to skilled workers and reduced commute times will continue to play a growing role in site selection for local business owner s. This reinforces the importance of maintaining industrial land as part of a balanced jobs -housing ecosystem, rather than viewing it solely through a fiscal or land efficiency lens.
AI & Technology Trends
The r
apid advancement of industrial AI is reshaping manufacturing, supply chains, and facility requirements in ways that are directly relevant to the City’s industrial market. Rather than driving demand for large-scale logistics facilities, these trends reinforce the City’s existing strengths in small -to-mid-scale manufacturing, R&D, and technology-oriented industrial users. At a strategic level, the City can view AI not as a disruptor of its industrial base, but as an accelerator of its current tenant prof ile, especially among firms that value flexibility, innovation, and proximity to talent6.
A tr
end to monitor is the rise of “smart manufacturing” and AI -enabled operations, where facilities rely on data, automation, and real -time analytics to improve efficiency 7. AI is already enabling predictive maintenance, automated quality control, and production optimization, helping to reduce costs and improve output. These systems require highly connected, tech -enabled facilities rather than large footprints, which aligns with the City’s inventory of smaller, adaptable industrial spaces. In practical terms, this suggests that future industrial buildings in the City, if upgraded and modernized to adequately include digital infrastructure (fiber, power readiness), can remain competitive and relevant among peers in Orange County and greater Southern California.
Cl
osely related the topic of smart manufacturing is the emergence of software- defined and data- driven factories, where cloud platforms and AI modeling optimize production across multiple sites 8. This reduces the need for centralized, large- scale facilities and instead supports distributed, flexible manufacturing networks. For the City, this reinforces the viability of multi -tenant industrial parks and smaller owner -user buildings, as firms can operate efficiently without needing large contiguous space.
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AI
is also enabling more localized, resilient supply chains, reducing reliance on large distribution hubs and favoring regional production closer to end- users. For the City, which is not a port -driven logistics market, this is a long-term structural advantage. The City is well -positioned to capture demand from firms seeking smaller-scale, regionally distributed production and fulfillment operations rather than large warehouse facilities.
It
is important to note that amidst the rapid growth of AI tools and companies who use these advancements, AI adoption will continue to come with its challenges. Firms are facing difficulties related to data integration, workforce skills, and implementation costs, with some AI initiatives not scaling due to the lack of data infrastructure or clarity around the potential return on investment (ROI). The City will benefit from monitoring how companies are integrating AI as advances roll out and to determine if any support is needed. The City can play a meaningful role in ensuring proper infrastructure is in place, streamlining permitting of facility upgrades, encouraging workforce development and training with local institutions, facilitating access to state and federal grants for startup / small firms, and offering targeted business incentives to attract certain employers that are at the forefront of utilizing AI and technological advances.
Finally, data centers and digital infrastructure are emerging as another industrial asset class driven by AI growth. While these uses have different physical requirements (larger footprints, power intensity, cooling systems), they are not always a viable or realistic option for a city. As previously mentioned throughout this Analysis, the City is nearly fully built out and does not have the land available to build the larger scale facility necessary to support a data center . The City’s land is constrained and expensive compared to other data center markets that companies are seeking to build in8. Although data centers remain a growth area within the national industrial conversation, it is not likely to make a significant in -road into the City or South County’s industrial submarkets.
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Considerations
Fr
om a land use and economic development perspective, the following considerations emerge for the City:
• Preserve and modernize small -to-mid-scale industrial stock: A s previously mentioned, AI trends favor flexible, tech- enabled facilities over large- format logistics buildings. The types of companies the City attracts are due in large part to the well-maintained industrial inventory. • Encourage adaptive reuse and incremental upgrades: Older buildings can remain competitive with targeted investments in power, connectivity, and interior functionality by proactive landowners.
Not all buildings are created equal, and the modernization of certain buildings should be encouraged as the property’s lifecycle nears its functional performance. • Support innovation-oriented tenants: Existing R&D, biotech, and advanced manufacturing users will continue to benefit from the City’s innovation- minded culture and support attracting new entrepreneurial companies. As companies take on AI and technological advances, the City will benefit from continuing to support these innovations to attract new talent and grow the skilled workforce in the City.
• Align housing and workforce strategies: As industrial jobs become more technical, proximity to skilled labor will be increasingly important, which is a benefit for the City. South Orange County and the City should continue to identify ways to build additional housing that supports the growing demand from these growing sectors located in the City.
• Monitor emerging uses like data centers with caution: Data centers may provide economic diversification for other communities in less land-constrained areas but it is currently not a viable option for the City. The City should continue to focus on attracting companies within R&D, biotech, and advanced manufacturing, which thrive in the City’s industrial and flex inventory.
In s
ummary, AI and related industrial trends are reinforcing a shift toward smaller, smarter, and more flexible industrial environments. This trajectory aligns closely with the City’s existing market structure, suggesting that the City’s competitive advantage lies not in being a large-scale logistics market, but in strengthening its innovation culture for advanced manufacturing, R&D, and entrepreneurial industrial users.
As previously indicated through out the report, it is anticipated t he market may continue to evolve in ways that align with the City’s existing strengths. Growing trends such as AI -driven manufacturing, automation, and advanced production models are increasing demand for flexible, tech- enabled industrial space rather than large- scale logistics facilities , which is what the majority of the City’s industrial and flex inventory consists of. This creates an opportunity for the City to focus on leveraging its approximately 9 million square feet of industrial and flex space as a core economic asset that supports a strong employment base and as a jobs attractor. Lastly, maintaining close relationships with brokers and property owners to keep abreast of market dynamics, changing technology, and evolving business models will be key to sustaining business activity and competitiveness, preserving the City’s future tax base.
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Sources & Citations:
1The E-commerce Boom Isn’t Over: Implications for Logistics Real Estate | Prologis 2Orange County_Americas_MarketBeat_Industrial_Q42025
3Connect SoCal 2024: Goods Movement Technical Report, Adopted, April 4, 2024 4Special Report: Economic Importance of Trade & the Ports to Southern California: Phase I Report:
Baseline Economic & Fiscal Impacts - Center for Jobs
5Microsoft PowerPoint - Orange County Report_Q2 2025
6AI in Manufacturing Markets: Transforming the Future of Industrial Innovation 7Industrial AI market: 10 insights on how AI is transforming manufacturing 8Digital Foundations: The Essential Guide to Data Centers and Their Growth - James Madison Institute Item: 8
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ATTACHMENT 2
ATTACHMENT 2
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Appendix A Annual Comprehensive Financial Report
Data
City of Lake Forest Property Tax Share by Land Use
2025 Net Assessed
Value
Prop 13, 1% City Direct Tax
Rate
Est. City's Property Tax Percent of
Total
Residential $17,565,366,00 $175,653,660 0.141 $24,767,166.06 77% Commercial $2,535,097,000 $25,350,970 0.141 $3,574,486.77 11% Industrial $1,795,148,000 $17,951,480 0.141 $2,531,158.68 8% Other $52,459,000 $524,590 0.141 $73,967.19 0.2%
Unsecured $933,894,000 $9,338,940 0.141 $1,316,790.54 4% Total $22,881,964,00 $228,819,640 0.141 $32,263,569.24 From City of Lake Forest ACFR 2024-2025, pg. 158
Unsecured property is that on which taxes are not liens on real property sufficient to secure payment of the taxes. Some typical items assessed and collected on the unsecured roll includes, but is not limited to, boats, airplanes, improvements on the real estate, business property, and mining rights.
Top Taxpayers in Lake Forest (2025)
Taxpayer Assessed property value
1 Oakley Inc. 227,742,933
2 Prologis California I LLC 136,611,438
3 Orchard Lake Forest Ca Lp 133,299,901
4 Avalon Baker Ranch LP 124,705,362
5 Buchheim Properties 101,661,442
6 Exchange Pacific Vista
Commercentre Dr. 99,878,400
7 Applied medical Resources
Corporation 89,138,459
8 LAACO Ltd. 76,122,956
9 BSP Spectrum Centre LLC 65,063,976
10 Rexford industrial Realty
LP 62,410,146
Source: City of Lake Forest ACFR 2024-2025
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Industrial Land Use Percent Share of Total Property Tax Revenue Year Industrial Land Value (In Thousand) Total land Value (In thousands) 2016 9.4% $1,193,164 $12,668,704
2017 8.9% $1,218,257 $13,695,310
2018 8.5% $1,242,743 $14,662,321
2019 8.2% $1,310,237 $16,025,517
2020 8.0% $1,376,384 $17,183,987
2021 8.0% $1,431,136 $17,953,627
2022 8.1% $1,520,111 $18,841,070
2023 8.2% $1,638,345 $20,033,504
2024 7.8% $1,688,869 $21,547,149
2025 7.8% $1,795,148 $22,881,964
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Appendix B – Industrial Inventory Data
Orange County History Inventory
Period
Inventory
Bldgs
Inventory
SF
Market
Asking
Rent/SF
Vacant SF
Total
Vacant
Percent %
Total
Occupancy
SF
Under
Construction
SF
2026
YTD 12,584 305,280,407 $19.38 19,623,774 6.4% 285,656,633 814,391 2025 12,578 304,655,751 $19.46 18,873,344 6.2% 285,782,407 1,369,549 2024 12,573 302,871,469 $19.47 15,651,522 5.2% 287,219,947 2,048,999 2023 12,566 302,063,571 $19.02 10,003,647 3.3% 292,059,924 1,923,775 2022 12,569 300,322,297 $17.92 5,361,021 1.8% 294,961,276 2,479,187 2021 12,591 300,272,593 $16.37 6,062,688 2.0% 294,209,905 2,584,052 2020 12,611 301,892,151 $15.02 9,592,571 3.2% 292,299,580 677,465 2019 12,611 301,668,511 $14.12 9,954,466 3.3% 291,714,045 910,799 2018 12,618 302,192,228 $13.28 9,873,852 3.3% 292,318,376 422,630 2017 12,623 301,899,260 $12.46 7,925,535 2.6% 293,973,725 1,078,684 2016 12,637 302,824,353 $11.64 7,270,055 2.4% 295,554,298 297,378 2015 12,655 303,099,050 $10.82 8,306,131 2.7% 294,792,919 747,578 Item: 8
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Property Address Property Type Building Status RBA Rent/SF/Yr Secondary Type Leasing Company Name Leasing Company Contact Leasing Company Phone Submarket Cluster City Last Sale Date Last Sale Price Percent Leased Year Built Year Renovated Typical Floor Size Parking Ratio Tenancy Owner Name 1 Icon Industrial Existing 578947 $14.17 - 17.31 (Est.) Manufacturing Oakley South County Foothill Ranch 100.00 1997 578947 1.19 Single Oakley 25892-25902 Towne Centre Dr Industrial Existing 310067 $18.96 Manufacturing JLL Steve Wagner 9498852923 South County Foothill Ranch 12/13/2024 $96,000,000 74.60 1997 310067 1.39 Multi Ares Management 50 Icon Industrial Existing 307781 $13.97 - 17.07 (Est.) Manufacturing CBRE Gregg Haly 9497258632 South County Foothill Ranch 4/11/2018 $56,500,000 100.00 2001 307781 1.66 Single Prologis, Inc. 25952-25960 Commercentre Dr Industrial Existing 210706 $14.49 - 17.71 (Est.) Distribution CBRE Gregg Haly 9497258632 South County Lake Forest 100.00 1997 210706 1.10 Multi Prologis, Inc. 26972 Burbank Ave Industrial Existing 203231 $15.23 - 18.61 (Est.) Distribution CBRE Gregg Haly 9497258632 South County Foothill Ranch 100.00 1998 101615 2.84 Single Operon Group 20081-20111 Ellipse Industrial Existing 201577 $15.05 - 18.39 (Est.) Warehouse CBRE Gregg Haly 9497258632 South County Foothill Ranch 100.00 1997 201577 2.00 Multi New York State Common Retirement Fund 20001 Ellipse Industrial Existing 150000 $14.95 - 18.27 (Est.) Warehouse South County Foothill Ranch 100.00 1997 150000 2.50 Single New York State Common Retirement Fund 25392 Commercentre Dr Industrial Existing 140280 $18.00 Distribution CBRE Dave Desper 9497258504 South County Lake Forest 61.37 1997 140280 2.00 Multi Makena Properties 20200-20202 Windrow Dr Industrial Existing 125442 $15.22 - 18.60 (Est.) Warehouse South County Lake Forest 1/30/2020 $29,400,000 100.00 1997 125442 2.00 Multi Applied Medical Resources Corporation 19650 Pauling Flex Existing 125225 $15.20 - 18.58 (Est.) Light Manufacturing South County Foothill Ranch 1/21/2020 $25,000,000 100.00 1998 62612 3.34 Single Kaman Corporation 25862 Commercentre Dr Industrial Existing 118292 $14.90 - 18.21 (Est.) Warehouse CBRE Gregg Haly 9497258632 South County Lake Forest 100.00 1997 118292 0.85 Multi Prologis, Inc. 19511-19517 Pauling Industrial Existing 114011 $15.52 - 18.97 (Est.) Distribution Cushman & Wakefield South County Foothill Ranch 8/20/2012 $12,111,880 100.00 1998 114011 4.00 Multi Star International Furniture, Inc. 19531 Pauling Industrial Existing 111384 $13.08 - 15.99 (Est.) Manufacturing CBRE Gregg Haly 9497258632 South County Foothill Ranch 100.00 1998 111384 1.30 Multi Operon Group 25861 Wright St Industrial Existing 107000 $14.63 - 17.88 (Est.) Warehouse South County Foothill Ranch 1/27/2003 100.00 107000 2.58 Single D B & SONS LLC 20 Icon Industrial Existing 102299 $14.77 - 18.05 (Est.) Distribution Industrial Brokers, Inc. Greg Ozimec 9496462727 South County Foothill Ranch 4/3/2025 $50,875,000 100.00 1999 2015 51149 3.80 Single Lake Forest Reliability Project LLC 80 Icon Industrial Existing 100643 $14.00 - 17.12 (Est.) Warehouse JLL Steve Wagner 9498852923 South County Foothill Ranch 8/22/2018 $25,529,949 100.00 2000 50322 2.24 Single Prologis, Inc. 26110 Enterprise Way Industrial Abandoned 97800 Not Disclosed South County Lake Forest 100.00 97800 20131 Ellipse Industrial Existing 93389 $15.08 - 18.43 (Est.) Manufacturing CBRE Gregg Haly 9497258632 South County Foothill Ranch 100.00 1998 93389 2.50 Multi New York State Common Retirement Fund 25342-25372 Commercentre Dr Industrial Existing 91694 $14.66 - 17.92 (Est.) Manufacturing Voit Real Estate Services Mike Cargile 9492635338 South County Lake Forest 100.00 1998 88144 2.23 Single Makena Properties 20481 Crescent Bay Dr Industrial Existing 88355 $14.67 - 17.93 (Est.) Manufacturing South County Lake Forest 11/30/2021 $19,500,000 100.00 1996 2011 88325 1.89 Single Rexford Industrial Realty, Inc. 26211 Enterprise Way Flex Existing 88300 $14.74 - 18.02 (Est.) R&D South County Lake Forest 8/8/2019 $16,500,000 100.00 1999 2005 44150 2.00 Single New Pacific Realty Corporation 25200 Commercentre Dr Industrial Existing 88188 $15.29 - 18.69 (Est.) Manufacturing JLL Steve Wagner 9498852923 South County Lake Forest 4/30/2021 $22,350,000 100.00 1997 88188 2.09 Single Sagard Real Estate 25662-25692 Atlantic Ocean Dr Industrial Existing 80322 $18.60 Warehouse CBRE Gregg Haly 9497258632 South County Lake Forest 25.12 1996 80322 1.12 Multi Prologis, Inc. 70 Icon Industrial Existing 78328 $14.91 - 18.22 (Est.) Warehouse JLL Steve Wagner 9498852923 South County Foothill Ranch 8/22/2018 $20,459,630 100.00 2000 68384 2.24 Multi Prologis, Inc. 26921 Fuerte Dr Industrial Existing 74610 $15.07 - 18.41 (Est.) Warehouse JLL Steve Wagner 9498852923 South County Lake Forest 100.00 2000 37305 1.97 Single Lf3-03 Llc 26111 Enterprise Way Flex Existing 71656 $14.78 - 18.06 (Est.) R&D South County Lake Forest 6/15/2012 $13,250,000 100.00 1999 35828 4.00 Single Warland Investments Company Wright St Industrial Existing 70809 $14.71 - 17.98 (Est.) Warehouse Clippinger Investment Properties Robert Clippinger 9493637676 South County Foothill Ranch 100.00 70809 2.20 Single Harro & Erika Heinz Family Partnership 20161 Windrow Dr Industrial Existing 69562 $15.23 - 18.61 (Est.) Distribution Newmark South County Lake Forest 12/22/2011 $7,501,147 100.00 1998 34781 2.30 Single Applied Medical Resources Corporation 25242 Arctic Ocean Dr Industrial Existing 64680 $12.68 - 15.50 (Est.) Manufacturing Voit Real Estate Services Trent Walker 9492635342 South County Lake Forest 100.00 1997 64680 2.00 Single Makena Properties 90-94 Icon St Industrial Existing 63602 $15.15 - 18.52 (Est.) Warehouse JLL Steve Wagner 9498852923 South County Foothill Ranch 8/22/2018 $17,164,347 100.00 2000 63602 1.93 Multi Prologis, Inc. 26776 Simpatica Cir Industrial Existing 61622 $15.21 - 18.59 (Est.) Manufacturing CBRE Jeff Carr 9497258631 South County Lake Forest 10/1/2021 $16,400,000 100.00 1991 2024 30811 2.79 Single NH Research, Inc. 20322 Windrow Dr Flex Existing 60000 $15.16 - 18.53 (Est.) Light Manufacturing JLL Steve Wagner 9498852923 South County Lake Forest 100.00 2001 60000 2.00 Multi Insulectro 25671-25731 Commercentre Dr Industrial Existing 59640 $14.74 - 18.02 (Est.) Warehouse CBRE Gregg Haly 9497258632 South County Lake Forest 100.00 1996 59640 1.68 Multi Prologis, Inc. 26021 Commercentre Dr Industrial Existing 56376 $14.92 - 18.23 (Est.) Manufacturing Corporate Real Estate Services Rick Hertel 9492617707 South County Lake Forest 10/10/2019 $13,248,500 100.00 1998 56376 1.82 Single Velez Revocable Family Trust 20191 Windrow Dr Industrial Existing 54841 $19.20 Manufacturing JLL Byron Foss 9492963615 South County Lake Forest 9/11/1998 $3,708,625 100.00 1998 27421 0.82 Multi Prologis, Inc. 19762 Pauling Industrial Existing 54600 $15.29 - 18.69 (Est.) Warehouse Voit Real Estate Services Michael Hefner 7149787880 South County Foothill Ranch 5/22/2006 $7,500,000 100.00 1998 54600 2.50 Single Ossur North America 19631 Pauling Industrial Existing 53475 $15.22 - 18.61 (Est.) Warehouse Colliers Clyde Stauff 9497245543 South County Foothill Ranch 2/19/1998 $4,724,042 100.00 1996 26738 3.40 Single Prologis, Inc. 25172 Arctic Ocean Dr Industrial Existing 52024 $15.33 - 18.73 (Est.) Distribution South County Lake Forest 3/29/2024 $16,586,752 100.00 1998 43839 3.00 Multi Rexford Industrial Realty, Inc. 25800 Commercentre Dr Industrial Existing 50518 $14.76 - 18.04 (Est.) Warehouse CBRE Gregg Haly 9497258632 South County Lake Forest 100.00 1997 50518 3.00 Single Prologis, Inc. 26021 Atlantic Ocean Dr Flex Existing 50000 $14.76 - 18.04 (Est.) Light Manufacturing Refrigeration Supplies Distr South County Lake Forest 100.00 1996 50000 4.00 Single Refrigeration Supplies Distributor 26140 Enterprise Way Industrial Abandoned 50000 Not Disclosed South County Lake Forest 100.00 50000 Amanda Garcia 19651 Alter Flex Existing 49415 $15.58 - 19.04 (Est.) Light Manufacturing CBRE Gregg Haly 9497258632 South County Foothill Ranch 12/29/1999 $3,812,720 100.00 1997 24707 2.50 Single Western States Technologies 16201 Cook St Industrial Existing 48566 $14.77 - 18.05 (Est.) Warehouse Providence/CB/Zuvich,Cannon & Assc. South County Foothill Ranch 8/16/2000 $4,030,480 100.00 2000 48566 2.80 Multi Harro & Erika Heinz 20382 Hermana Cir Industrial Existing 48206 $15.95 - 19.50 (Est.) Warehouse JLL Steve Wagner 9498852923 South County Lake Forest 10/6/2016 $4,905,500 100.00 1998 24103 2.00 Single Warland Investments Company 20492 Crescent Bay Dr Industrial Existing 46642 $15.00 Distribution South County Lake Forest 3/29/2024 $14,870,815 100.00 1998 46642 2.25 Multi Rexford Industrial Realty, Inc. 25131 Arctic Ocean Dr Industrial Existing 46200 $14.77 - 18.05 (Est.) Manufacturing Eberle Company Steve Eberle 9492516566 South County Lake Forest 3/6/2012 $5,922,389 1998 46200 2.08 Single TQ Systems, Inc. 20531 Crescent Bay Dr Industrial Existing 46178 $14.15 - 17.29 (Est.) Manufacturing Lee & Associates Commercial Real Estate Service Ryan Swanson 9497903155 South County Lake Forest 5/30/2014 $6,500,000 100.00 1998 46178 2.76 Single Rexford Industrial Realty, Inc. 26012 Atlantic Ocean Dr Industrial Existing 45000 $14.77 - 18.06 (Est.) Manufacturing South County Lake Forest 10/1/1998 $3,375,000 100.00 1998 45000 2.09 Single Atlantic Ocn Prop Hldgs Inc 40 Empire Flex Existing 44828 $18.00 Light Manufacturing Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 50.02 1999 22407 3.00 Multi Olen Properties 22600-F Lambert St Flex Existing 41472 $90.00 Light Manufacturing Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $15,682,008 100.00 1977 41472 10.00 Multi Link Logistics Real Estate 20321 Valencia Cir Industrial Existing 40934 $15.20 - 18.58 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Craig Fitterer 9497903123 South County Lake Forest 2/16/2017 $7,818,500 100.00 2000 40934 2.30 Multi Liquidmetal Technologies 19641 Da Vinci Industrial Existing 40140 $13.70 - 16.74 (Est.) Warehouse CBRE Gregg Haly 9497258632 South County Foothill Ranch 100.00 1998 40140 2.80 Single Operon Group 22771 Centre Dr Flex Existing 40000 $14.79 - 18.07 (Est.) Showroom South County Lake Forest 2/27/2004 $5,800,000 100.00 1977 40000 5.18 Single Payne & Fears 26862 Vista Terrace Industrial Existing 40000 $15.20 - 18.58 (Est.) Warehouse Lee & Associates - Newport Beach Sean Ahern 9497244733 South County Lake Forest 100.00 1986 40000 2.00 Single Schick USA 25932 Wright Cir Industrial Existing 39640 $14.79 - 18.07 (Est.) Warehouse Ryadon, Inc. Steve Teskey 9497688333 South County Foothill Ranch 100.00 2000 39640 2.00 Single Ryadon, Inc. 1 Capital Dr Industrial Existing 37978 $14.79 - 18.08 (Est.) Warehouse Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1998 36079 3.00 Single Olen Properties 25921 Atlantic Ocean Dr Industrial Existing 37763 $14.93 - 18.24 (Est.) Manufacturing South County Lake Forest 12/3/2012 100.00 1997 37763 2.00 Single Refrigeration Supplies Distributor 20162 Windrow Dr Flex Existing 37708 $15.21 - 18.59 (Est.) Light Manufacturing South County Lake Forest 12/22/2011 $4,178,853 100.00 1998 37708 2.90 Single Applied Medical Resources Corporation 20662 Prism Pl Industrial Existing 37520 $15.21 - 18.59 (Est.) Warehouse South County Lake Forest 11/20/2013 $5,475,000 100.00 1990 37520 2.00 Single Richard & Wendy Watson 60 Empire Flex Existing 36562 $20.40 Light Manufacturing Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1999 10600 4.10 Multi Olen Properties 25741 Commercentre Dr Industrial Existing 35940 $14.79 - 18.08 (Est.) Warehouse South County Lake Forest 10/7/2005 $5,500,000 100.00 1996 35940 2.11 Single Renwes Appliances Inc 100 North Pointe Dr Flex Existing 35814 $14.83 - 18.12 (Est.) Light Manufacturing Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1998 17907 3.30 Single Olen Properties 26439 Rancho Pky Flex Existing 35409 $17.88 - 21.00 R&D JLL Xavier Nolasco 9492963622 South County Lake Forest 11/5/2013 $4,702,603 82.13 2005 35409 3.58 Multi 19772 Pauling Flex Existing 35391 $15.25 - 18.64 (Est.) Light Manufacturing Jerry L. Ruby Jerry Ruby 7148320379 South County Foothill Ranch 11/26/2012 $5,132,000 100.00 1998 17696 2.99 Multi Chroma Systems Solutions, Inc. 26845 Vista Terrace Industrial Existing 35277 $15.25 - 18.64 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 2/9/2024 $12,600,000 100.00 1989 17638 3.50 Single Nick Paolone 11 Orchard Rd Flex Existing 35100 $17.40 - 19.80 Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 2002 11478 0.00 Multi Olen Properties 20571 Crescent Bay Dr Industrial Existing 35000 $14.80 - 18.09 (Est.) Warehouse South County Lake Forest 12/9/1998 $2,975,000 100.00 1998 35000 3.43 Single Aminco International (USA) Inc. 20600 Regency Industrial Existing 35000 $15.22 - 18.60 (Est.) Warehouse South County Lake Forest 100.00 35000 1.29 Single Red-White Valve Corporation 19682 Descartes Industrial Existing 33870 $15.22 - 18.60 (Est.) Warehouse Eberle Company Steve Eberle 9492516566 South County Foothill Ranch 4/30/2015 $6,265,950 100.00 1996 33870 2.10 Single Orange County Fire Authority 25301 Arctic Ocean Dr Flex Existing 33839 $14.79 - 18.08 (Est.) Light Manufacturing South County Lake Forest 100.00 36644 2.96 Single Stanley K. & June Shibata 25871 Atlantic Ocean Dr Industrial Existing 33805 $14.80 - 18.09 (Est.) Warehouse South County Lake Forest 6/17/2019 $9,394,500 100.00 1997 33805 3.00 Single Crown Associates Realty, Inc. 11 Spectrum Pointe Dr Flex Existing 33640 $14.85 - 18.15 (Est.) Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1999 7340 Multi Olen Properties 25 Empire Dr Flex Existing 32724 $14.80 - 18.09 (Est.) Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1998 32724 3.00 Multi Olen Properties 19732 Descartes Industrial Existing 32257 $18.00 Manufacturing South County Foothill Ranch 6/20/2012 $4,274,500 0.00 1998 16128 2.20 Single Gary Mazzone 20651 Prism Pl Industrial Existing 32114 $12.07 - 14.76 (Est.) Distribution Lee & Associates Commercial Real Estate Service Dale Camera 9497903132 South County Lake Forest 3/10/2020 $8,150,000 100.00 1990 32107 2.10 Single GF Properties 20291 Valencia Cir Industrial Existing 32040 $15.22 - 18.61 (Est.) Warehouse Colliers Bob Caudill 9497245550 South County Lake Forest 1/25/2008 $7,764,600 100.00 2000 32040 2.27 Single Weeks Nelson 25821 Atlantic Ocean Dr Industrial Existing 31066 $13.30 - 16.26 (Est.) Manufacturing South County Lake Forest 9/27/2023 $10,450,000 100.00 1997 31066 2.32 Multi Richard Ellis 20472 Crescent Bay Dr Industrial Existing 31020 $14.81 - 18.10 (Est.) Warehouse South County Lake Forest 3/29/2024 $9,890,071 100.00 1998 31020 3.16 Multi Rexford Industrial Realty, Inc.
Wright St Industrial Existing 30576 $14.81 - 18.10 (Est.) Warehouse Clippinger Investment Properties Robert Clippinger 9493637676 South County Foothill Ranch 100.00 30576 2.40 Single Ryadon, Inc. 20362 Windrow Dr Flex Existing 30000 $15.26 - 18.65 (Est.) Light Distribution South County Lake Forest 100.00 15000 2.17 Single REDFERN FAM INVS TRUST 19751 Descartes Industrial Existing 29715 $15.45 - 18.89 (Est.) Manufacturing South County Foothill Ranch 5/2/2006 $4,754,400 100.00 1998 14858 1.51 Multi Eastern International LLC 26801 Vista Terrace Industrial Existing 29599 $16.04 - 19.61 (Est.) Warehouse South County Lake Forest 4/30/2010 $3,147,650 100.00 1990 29599 2.21 Multi Joseph Konowiecki 25901 Commercentre Dr Industrial Existing 29540 $14.81 - 18.10 (Est.) Warehouse Cushman & Wakefield Kyle McGillen 9494744004 South County Lake Forest 100.00 1996 29540 2.30 Single Donna Mcintire 20512 Crescent Bay Dr Industrial Existing 29285 $22.20 Warehouse South County Lake Forest 3/29/2024 $9,293,861 100.00 1998 29285 1.91 Multi Rexford Industrial Realty, Inc. 25791 Commercentre Dr Industrial Existing 29036 $14.81 - 18.10 (Est.) Manufacturing Ontario Associates South County Lake Forest 100.00 1996 29036 2.16 Single Ontario Associates 25151 Arctic Ocean Dr Flex Existing 28961 $14.81 - 18.10 (Est.) Light Manufacturing CBRE South County Lake Forest 8/12/2005 $3,892,317 100.00 1998 28961 3.12 Multi Skyline Displays of Orange County 25951 Commercentre Dr Industrial Existing 28796 $14.83 - 18.12 (Est.) Warehouse Ontario Associates South County Lake Forest 100.00 1996 28796 2.32 Single Ontario Associates 20761 Canada Rd Industrial Existing 28682 $14.53 - 17.76 (Est.) Warehouse Lee & Associates - Newport Beach Sean Ahern 9497244733 South County Lake Forest 11/30/1995 $800,000 100.00 1990 28682 0.00 Single Dennis Clendenen 20602 Civic Center Dr Industrial Existing 28400 $14.84 - 18.14 (Est.) Warehouse South County Lake Forest 100.00 1998 14200 1.76 Multi Primoris Services Corporation 25781 Atlantic Ocean Dr Industrial Existing 28254 $14.31 - 17.49 (Est.) Warehouse Colliers South County Lake Forest 3/5/2020 $5,369,874 100.00 1997 28254 2.16 Single Rexford Industrial Realty, Inc. 20331 Lake Forest Dr Flex Existing 28000 $15.43 - 18.86 (Est.) Lee & Associates Commercial Real Estate Service Allen Basso 9497903130 South County Lake Forest 100.00 1989 28000 2.80 Multi American Brewing Co Ltd 20322 Valencia Cir Industrial Existing 27500 $15.23 - 18.62 (Est.) Lee & Associates - Newport Beach Pat Lacey 9495611900 South County Lake Forest 12/4/2000 $2,695,000 100.00 2000 27500 2.00 Single Gregg R. Haskell 25111 Arctic Ocean Dr Flex Existing 26232 $14.83 - 18.13 (Est.) Light Manufacturing CBRE Tom McAllister 7143719215 South County Lake Forest 6/30/2006 100.00 1998 19407 4.00 Multi Scott H. Whittle 20521 Teresita Way Industrial Existing 25789 $13.25 - 16.19 (Est.) Warehouse South County Lake Forest 8/8/2024 $9,670,000 100.00 1991 25789 2.00 Single Zhenjian Lei 20562 Crescent Bay Dr Industrial Existing 25490 $14.49 - 17.71 (Est.) Warehouse Tidemark Real Estate Services Pat Lacey 9495611900 South County Lake Forest 12/17/2021 $9,934,478 100.00 1998 25490 2.47 Single Peter Spenuzza 23222 Lake Center Dr Industrial Existing 25380 $13.29 - 16.25 (Est.) Showroom Voit Real Estate Services South County Lake Forest 10/25/2016 $4,690,000 100.00 1982 25380 2.00 Single CMK Group LLC 19571 Pauling Industrial Existing 25138 $15.44 - 18.87 (Est.) Warehouse CBRE Gregg Haly 9497258632 South County Foothill Ranch 100.00 1998 25138 2.50 Multi Operon Group 19681 Da Vinci Industrial Existing 25000 $15.44 - 18.88 (Est.) Manufacturing JLL Byron Foss 9492963615 South County Foothill Ranch 6/27/2007 $4,512,276 100.00 1996 21283 2.50 Multi Display It Inc 20381 Hermana Cir Industrial Existing 24961 $15.44 - 18.87 (Est.) Warehouse Zuvich Corporate Advisors, Inc. South County Lake Forest 11/15/2011 $3,404,657 100.00 1998 24961 2.00 Single Hongfa America, Inc. 25841 Commercentre Dr Industrial Existing 24932 $14.82 - 18.11 (Est.) Manufacturing The Young Engineers, Inc. Miki Young 9495819411 South County Lake Forest 10/16/2025 $9,500,000 100.00 1996 24932 2.70 Single Novaria Goup 25741 Atlantic Ocean Dr Flex Existing 24871 $21.00 R&D South County Lake Forest 7/12/2021 $7,561,000 26.02 1998 12436 3.00 Multi Ryan Jong Keun Sok 25651 Atlantic Ocean Dr Flex Existing 24777 $22.20 - 27.00 Light Manufacturing LAREM Matthew Ginocchio 3104366483 South County Lake Forest 8/19/1997 $2,169,262 81.37 1998 24777 3.30 Multi Bukewihge Properties 25691 Atlantic Ocean Dr Flex Existing 24777 $23.76 Light Distribution LAREM Matthew Ginocchio 3104366483 South County Lake Forest 86.71 1998 24777 3.00 Multi Bukewihge Properties 26429 Rancho Pky Flex Existing 24650 $18.12 - 19.80 R&D JLL Zach Niles 9498852922 South County Lake Forest 11/5/2013 $3,297,397 83.70 2005 10970 3.55 Multi 26242 Dimension Dr Flex Existing 24143 $15.46 - 18.90 (Est.) Light Distribution Commercial Real Estate Network John Roberson 9494552736 South County Lake Forest 8/9/2002 $3,076,316 100.00 1988 12071 3.00 Multi Benjamin O Andersen 20532 Crescent Bay Dr Industrial Existing 24127 $14.82 - 18.12 (Est.) Warehouse South County Lake Forest 3/29/2024 $7,672,500 100.00 1998 24127 2.25 Multi Rexford Industrial Realty, Inc.
Item: 8
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25302-25332 Jeronimo Rd Industrial Existing 23752 $15.44 - 18.87 (Est.) Showroom Kidder Mathews Brandon Rohe 9495575070 South County Lake Forest 100.00 1978 23752 2.00 Multi Randall K Rozak 13 Orchard Rd Flex Existing 23510 $14.85 - 18.14 (Est.) Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 2002 11755 0.00 Multi Olen Properties 25882 Wright Cir Industrial Existing 23282 $14.82 - 18.12 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Kevin Bayless 9497271200 South County Foothill Ranch 12/27/2000 $1,863,484 100.00 2000 23282 1.68 Single Imburgia Family Trust 2624 Dimension Dr Industrial Existing 22935 $15.45 - 18.88 (Est.) Warehouse South County Lake Forest 6/15/1990 $2,071,180 100.00 1988 11468 Multi Benjamin O Andersen 25742 Atlantic Ocean Cir Industrial Existing 22612 $14.83 - 18.12 (Est.) Warehouse South County Lake Forest 12/26/2024 $9,021,500 100.00 2000 22612 2.00 Single Wei Wang 20914 Bake Pky Industrial Existing 22600 $20.40 Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $6,521,970 100.00 1999 22017 3.00 Multi Buchanan Street Partners, LP 25391 Arctic Ocean Dr Flex Existing 22188 $14.83 - 18.13 (Est.) Light Manufacturing Birtcher Anderson & Davis South County Lake Forest 2/13/1997 $1,365,000 100.00 1997 11094 1.80 Multi Stanley K. & June Shibata 20918 Bake Pky Flex Existing 22017 $14.83 - 18.12 (Est.) Light Distribution Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $5,636,379 100.00 1999 22017 3.00 Multi Buchanan Street Partners, LP 20312 Hermana Cir Industrial Existing 21608 $15.45 - 18.88 (Est.) Warehouse CBRE South County Lake Forest 7/2/1998 $1,643,000 100.00 1998 21608 3.00 Single Hansair Logistics Inc. 25541 Arctic Ocean Dr Industrial Existing 21297 $15.20 - 18.57 (Est.) Warehouse LAREM Matthew Ginocchio 3104366483 South County Lake Forest 1/3/2001 100.00 1997 21297 2.39 Multi Zeno Table Company, Inc. 20302 Valencia Cir Industrial Existing 21268 $15.25 - 18.64 (Est.) Warehouse South County Lake Forest 5/23/2000 $1,810,000 100.00 2000 21268 2.12 Single Graybeard Too 22541 Aspan St Flex Existing 21173 $22.80 Light Distribution Kidder Mathews Alex Matar 9495575069 South County Lake Forest 84.89 1980 21173 3.00 Multi Pacesetter Business Properties 26212 Dimension Dr Flex Existing 21114 $21.60 Light Manufacturing Commercial Real Estate Network John Roberson 9494552736 South County Lake Forest 8/9/2002 $2,298,684 76.48 1988 10557 3.00 Multi Benjamin O Andersen 20792 Canada Rd Industrial Existing 21092 $15.66 - 19.14 (Est.) Manufacturing Voit Real Estate Services Michael Hefner 7149787880 South County Lake Forest 11/17/2000 $1,708,500 100.00 1998 21092 2.50 Single Michael A Shamassian 27002 Vista Terrace Industrial Existing 20593 $15.48 - 18.92 (Est.) Manufacturing South County Lake Forest 10/31/2016 $4,633,425 100.00 1990 2018 2400 0.00 Multi Peipei Feng & Fangming Zou 15 Spectrum Pointe Dr Flex Existing 20017 $14.85 - 18.15 (Est.) Showroom Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1999 10496 1.65 Multi Olen Properties 20381 Lake Forest Dr Flex Existing 20000 $15.25 - 18.64 (Est.) Lee & Associates Commercial Real Estate Service Allen Basso 9497903130 South County Lake Forest 100.00 1990 20000 2.80 Multi Jeff & Howard Gold 26962 Vista Terrace Flex Existing 20000 $16.19 - 19.79 (Est.) South County Lake Forest 8/25/2015 $3,500,000 100.00 14727 3.00 Single BLT Enterprises 20311 Hermana Cir Flex Existing 19795 $15.45 - 18.88 (Est.) Lee & Associates Commercial Real Estate Service BJ Fell 9497903144 South County Lake Forest 1/13/2015 $3,600,000 100.00 1998 19795 2.00 Multi Shi Yang 25501 Arctic Ocean Dr Industrial Existing 19396 $14.83 - 18.13 (Est.) Warehouse Johnston Pacific Commercial Real Estate Inc Louis Johnston 9493662020 South County Lake Forest 5/15/1998 $1,416,000 100.00 1997 19396 2.53 Multi Richard C Hubbell 19652 Descartes Industrial Existing 19268 $15.25 - 18.64 (Est.) Manufacturing South County Foothill Ranch 9/25/2017 $4,798,000 100.00 2000 19268 2.33 Single Stanislaw Sulek 20992 Bake Pky Industrial Existing 19080 $14.83 - 18.13 (Est.) Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $5,066,783 71.04 1999 19080 3.00 Multi Buchanan Street Partners, LP 21092 Bake Pky Industrial Existing 18809 $19.80 Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $5,128,444 100.00 1999 18809 3.19 Multi Buchanan Street Partners, LP 9 Orchard Rd Flex Existing 18382 $19.80 Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 86.26 2002 18382 0.00 Multi Olen Properties 20762 Linear Ln Industrial Existing 18218 $13.38 - 16.36 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Bryan Miller 7145647123 South County Lake Forest 7/27/2000 $1,550,000 100.00 1998 18218 2.30 Single Heitman Holdings, Inc. 20341 Hermana Cir Industrial Existing 18156 $15.46 - 18.89 (Est.) Distribution Newmark David Kluver 9497244716 South County Lake Forest 11/24/2015 $3,740,136 100.00 1998 16927 2.59 Single Camisasca Living Trust 27 Spectrum Pointe Dr Flex Existing 17825 $22.20 Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 91.57 1998 17825 3.03 Multi Olen Properties 19781 Pauling Flex Existing 17789 $15.26 - 18.65 (Est.) Light Distribution Wynne CRE James Wynne 9493742052 South County Foothill Ranch 10/22/2021 $4,536,500 100.00 2001 17789 2.60 Multi Abdul and Naheed Salam Revocable Trust 20431 North Sea Cir Industrial Existing 17776 $14.83 - 18.13 (Est.) Warehouse Tidemark Real Estate Services Pat Lacey 9495611900 South County Lake Forest 12/17/2021 $6,928,022 100.00 2001 8888 1.80 Multi Peter Spenuzza 19711 Pauling Industrial Existing 17760 $15.45 - 18.89 (Est.) Warehouse Colliers Clyde Stauff 9497245543 South County Foothill Ranch 2/19/1998 $1,568,938 100.00 1996 17760 1.58 Multi Prologis, Inc. 27192 Burbank Industrial Existing 17678 $15.45 - 18.89 (Est.) Warehouse South County Foothill Ranch 100.00 1996 17678 2.00 Single Mark IV Communications, Inc. 26981 Vista Terrace Flex Existing 17328 $20.40 - 22.68 Light Manufacturing Harvest Realty Development Christine Li 3109859956 South County Lake Forest 100.00 1990 17328 3.69 Multi VISTA TERRACE OWNERS ASSOCIATION 21088 Bake Pky Industrial Existing 17306 $14.84 - 18.14 (Est.) Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $5,074,769 100.00 1999 15072 3.00 Multi Buchanan Street Partners, LP 25471 Arctic Ocean Dr Industrial Existing 17202 $14.84 - 18.14 (Est.) Warehouse LAREM Wesley Babi 3104366481 South County Lake Forest 1/3/2001 100.00 1997 17202 2.67 Single Zeno Table Company, Inc. 23132 Orange Ave Industrial Existing 17174 $15.46 - 18.89 (Est.) Service South County Lake Forest 100.00 1978 17174 2.33 Single Saddleback Enterprises 26100 Dimension Ave Industrial Existing 17160 $14.84 - 18.14 (Est.) Warehouse JLL Nick Carey 9492963626 South County Lake Forest 9/29/1993 $1,962,000 100.00 1990 17160 3.26 Single 26100 Dimension Llc 20 Empire Flex Existing 16980 $14.84 - 18.14 (Est.) R&D Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1999 16803 3.00 Multi Olen Properties 5 Autry Industrial Existing 16830 $15.17 - 18.54 (Est.) Manufacturing Trico Realty Parker Roberts 7147514420 South County Lake Forest 100.00 1978 16830 0.89 Single Trico Realty 25431 Arctic Ocean Dr Industrial Existing 16785 $14.84 - 18.14 (Est.) Warehouse LAREM Matthew Ginocchio 3104366483 South County Lake Forest 1/3/2001 100.00 1998 16785 2.80 Single Zeno Table Company, Inc. 23 Spectrum Pointe Dr Flex Existing 16751 $22.20 Light Manufacturing Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 89.32 1998 8376 0.00 Multi Olen Properties 22600-A Lambert St Flex Existing 16736 $14.85 - 18.15 (Est.) Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $7,063,114 82.66 1977 11158 3.00 Multi Link Logistics Real Estate 22600-C Lambert St Flex Existing 16736 $14.85 - 18.15 (Est.) R&D Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $6,867,992 100.00 1978 11158 3.00 Multi Link Logistics Real Estate 22582 Shannon Cir Industrial Existing 15971 $27.00 Warehouse America West Properties, Inc. Eric Strauss 9494585861 South County Lake Forest 100.00 1979 15971 0.63 Single Pacesetter Business Properties 21084 Bake Pky Flex Existing 15677 $15.11 - 18.47 (Est.) Light Manufacturing Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $4,124,700 100.00 1999 15072 3.00 Multi Buchanan Street Partners, LP 22600-B Lambert St Flex Existing 15552 $14.85 - 18.15 (Est.) Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $6,376,191 100.00 1978 10368 3.50 Multi Link Logistics Real Estate 22600-D Lambert St Flex Existing 15552 $14.85 - 18.15 (Est.) R&D Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $7,001,420 100.00 1978 10368 3.50 Multi Link Logistics Real Estate 21098 Bake Pky Industrial Existing 15523 $14.84 - 18.14 (Est.) Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $4,829,523 100.00 1999 14747 6.78 Multi Buchanan Street Partners, LP 20431 Barents Sea Cir Industrial Existing 15515 $14.84 - 18.14 (Est.) Warehouse South County Lake Forest 100.00 15515 Single Velez Jose M 20352 Hermana Cir Industrial Existing 15498 $15.46 - 18.90 (Est.) Warehouse CBRE South County Lake Forest 8/30/1999 $1,395,000 100.00 1998 15498 2.26 Single Henry P & Georgann Camisasca 25961 Wright St Flex Existing 15000 $14.83 - 18.13 (Est.) South County Foothill Ranch 8/1/2003 100.00 15000 Single Q4G Properties, LP 24165 Big Timber St Industrial Existing 15000 $16.01 - 19.56 (Est.) South County Lake Forest 100.00 1975 15000 Rudy Licerio 20432 Barents Sea Cir Industrial Existing 14895 $14.84 - 18.14 (Est.) Manufacturing Voit Real Estate Services Alton Burgess 9492635397 South County Lake Forest 3/6/2012 $2,010,825 100.00 1997 14895 2.70 Single Velez Revocable Family Trust 20611 Prism Pl Industrial Existing 14508 $14.84 - 18.14 (Est.) Manufacturing CBRE Jeff Carr 9497258631 South County Lake Forest 7/19/2011 $2,210,000 100.00 1989 14508 3.00 Single 20702 Linear Ln Industrial Existing 14453 $15.46 - 18.90 (Est.) Warehouse CBRE Jeff Carr 9497258631 South County Lake Forest 10/28/2021 $5,100,000 100.00 1988 14453 1.50 Single Edward H Mark 20372 N Sea Cir Industrial Existing 13910 $14.85 - 18.15 (Est.) Warehouse CBRE Gregg Haly 9497258632 South County Lake Forest 12/2/2014 100.00 1997 9787 2.50 Single Wu Living Trust 19 Spectrum Pointe Dr Flex Existing 13904 $22.20 Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 70.77 1999 13904 3.00 Multi Olen Properties 20697 Prism Pl Industrial Existing 13890 $15.46 - 18.90 (Est.) Truck Terminal South County Lake Forest 100.00 13890 2.63 Single Conway-western Express Inc 26180 Enterprise Way Flex Existing 13784 $21.00 Light Manufacturing Lee & Associates Commercial Real Estate Service Ted Rommel 9497903117 South County Lake Forest 72.71 2004 2310 2.98 Multi Pluterra Llc 20361 Hermana Cir Industrial Existing 13536 $15.46 - 18.90 (Est.) Warehouse Newmark South County Lake Forest 7/29/2010 $1,837,918 100.00 1998 13536 2.59 Single Nature's Image 25612 Commercentre Dr Industrial Existing 13312 $14.85 - 18.15 (Est.) Manufacturing NAI Capital Robert Davis 9494682303 South County Lake Forest 8/27/2009 $2,728,960 100.00 1999 11332 3.00 Multi Fred & William Sabatine 26211-26221 Dimension Dr Industrial Existing 13156 $15.47 - 18.90 (Est.) Warehouse Buck Shepard Associates, Inc Laura Buck 9499519201 South County Lake Forest 9/20/2012 $1,975,000 100.00 1990 13156 2.30 Multi TestCorp 27031 Vista Terrace Industrial Existing 13136 $15.45 - 18.89 (Est.) Warehouse Voit Real Estate Services South County Lake Forest 4/28/2014 $2,101,760 100.00 13136 3.00 Single Peipei Feng & Fangming Zou 22651 Lambert St Flex Existing 13132 $14.85 - 18.15 (Est.) Light Manufacturing Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $5,183,581 82.41 1978 13132 3.05 Multi Link Logistics Real Estate 22642 Lambert St Flex Existing 13132 $14.86 - 18.16 (Est.) R&D Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $5,547,065 82.09 1978 8755 3.00 Multi Link Logistics Real Estate 22622 Lambert St Flex Existing 13132 $14.86 - 18.16 (Est.) Light Manufacturing Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $5,777,474 100.00 1978 8755 3.50 Multi Link Logistics Real Estate 20845 Canada Rd Industrial Existing 13102 $14.78 - 18.06 (Est.) Warehouse Voit Real Estate Services South County Lake Forest 9/28/2004 $1,723,508 100.00 2002 12447 2.00 Multi Camali Corp 20371 Lake Forest Dr Flex Existing 13000 $15.27 - 18.66 (Est.) Lee & Associates Commercial Real Estate Service Allen Basso 9497903130 South County Lake Forest 100.00 1990 13000 2.80 Multi Jeff & Howard Gold 25712 Commercentre Dr Industrial Existing 12986 $14.85 - 18.15 (Est.) Warehouse South County Lake Forest 100.00 1999 10465 3.00 Single John J Shepler 25652 Commercentre Dr Industrial Existing 12843 $14.85 - 18.15 (Est.) Warehouse CBRE South County Lake Forest 9/29/2004 $2,050,000 100.00 1998 12843 2.96 Multi O'Neil Product Development 20902 Bake Pky Industrial Existing 12771 $14.85 - 18.15 (Est.) Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $4,433,224 100.00 1999 12771 3.30 Multi Buchanan Street Partners, LP 105 North Pointe Dr Flex Existing 12771 $14.85 - 18.15 (Est.) Light Manufacturing Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1998 12283 2.53 Single Olen Properties 20996 Bake Pky Industrial Existing 12720 $14.85 - 18.15 (Est.) Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $3,957,454 100.00 1999 12720 4.72 Multi Buchanan Street Partners, LP 26150 Enterprise Way Flex Existing 12384 $14.87 - 18.17 (Est.) Light Manufacturing South County Lake Forest 100.00 2004 1445 3.46 Multi Pluterra Llc 22661 Lambert St Flex Existing 12350 $14.86 - 18.16 (Est.) Light Manufacturing Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $7,321,107 100.00 1975 6175 3.50 Multi Link Logistics Real Estate 20432 North Sea Cir Industrial Existing 12208 $14.85 - 18.15 (Est.) Manufacturing JAL Holdings, LLC South County Lake Forest 10/28/2004 $1,892,500 100.00 1998 12208 2.53 Single JAL Holdings, LLC 19771 Pauling Industrial Existing 12180 $15.27 - 18.66 (Est.) Warehouse South County Foothill Ranch 12/1/2025 $5,800,000 100.00 1997 12180 1.64 Single Pat & Mary Ann Vernola Trust 25732 Commercentre Dr Industrial Existing 12135 $14.86 - 18.16 (Est.) Warehouse South County Lake Forest 3/2/2023 $5,100,000 100.00 1999 6068 2.97 Single Revchem Composites 20382 Barents Sea Cir Industrial Existing 11881 $14.85 - 18.15 (Est.) Manufacturing Spectrum Commercial South County Lake Forest 11/18/2013 100.00 1998 11881 3.00 Single Viking Investors-barents Sea L 20781 Canada Rd Industrial Existing 11824 $15.47 - 18.91 (Est.) Warehouse Burke Investment Company Michael Burke 9495831963 South County Lake Forest 100.00 1989 11824 2.50 Single Michael P & Daniel C Burke 20451 James Bay Cir Industrial Existing 11737 $14.85 - 18.15 (Est.) Manufacturing CBRE Daniel Powers 7143719211 South County Lake Forest 100.00 1998 11737 2.00 Single James Bay Partners LLC 21076 Bake Pky Flex Existing 11637 $19.80 Light Manufacturing Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $2,736,759 78.25 1999 11637 3.44 Multi Buchanan Street Partners, LP 20742 Linear Ln Industrial Existing 11520 $15.27 - 18.66 (Est.) Warehouse AFAB Joseph Campbell 9494579790 South County Lake Forest 4/30/1996 $691,200 1988 11520 3.04 Single AFAB 20412 Barents Sea Cir Industrial Existing 11452 $13.81 - 16.88 (Est.) Warehouse Spectrum Commercial South County Lake Forest 1/30/2014 $2,025,000 100.00 1997 2014 11452 2.70 Single James J & Carolyn Campbell 27081 Burbank Industrial Existing 11340 $15.47 - 18.91 (Est.) Manufacturing Molded Interconnect South County Foothill Ranch 10/21/1998 $946,890 100.00 1997 11340 2.65 Single Molded Interconnect 27121 Burbank Industrial Existing 11340 $15.47 - 18.91 (Est.) Distribution CBRE Brian Cole 9497258610 South County Foothill Ranch 12/22/2015 $2,665,000 100.00 1997 11340 3.00 Single French Macarons Inc 22515 Aspan St Flex Existing 11300 $14.85 - 18.15 (Est.) Light Distribution Kidder Mathews Alex Matar 9495575069 South County Lake Forest 100.00 1978 11300 3.00 Multi Pacesetter Business Properties 26231 Dimension Dr Industrial Existing 11255 $15.47 - 18.91 (Est.) Manufacturing Ankei, Inc. Angela Thien Tran 7145535353 South County Lake Forest 6/27/2012 $1,588,368 100.00 1991 11255 2.50 Multi 2008 Colin Suzman Living Trust 20452 James Bay Cir Industrial Existing 10980 $14.85 - 18.15 (Est.) Warehouse CBRE South County Lake Forest 100.00 1998 10980 2.00 Single James Bay Partners LLC 7 Orchard Rd Flex Existing 10962 $14.85 - 18.15 (Est.) Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 2002 10962 0.00 Multi Olen Properties 26261 Dimension Dr Industrial Existing 10937 $15.47 - 18.91 (Est.) Warehouse South County Lake Forest 11/16/1994 $584,500 100.00 1991 10937 2.19 Single What A Country Inc 20602 Canada Rd Industrial Existing 10800 $15.47 - 18.91 (Est.) Warehouse W.B. Starr, Inc. Leticia Starr 9492905351 South County Lake Forest 8/15/1994 $558,500 100.00 1989 10800 2.91 Multi W.B. Starr, Inc. 20621 Pascal Way Industrial Existing 10740 $15.47 - 18.91 (Est.) Warehouse South County Lake Forest 12/16/1996 $681,500 100.00 1990 10740 2.61 Single Com-Power Corporation 25722 Commercentre Dr Industrial Existing 10693 $14.86 - 18.16 (Est.) Warehouse Newmark South County Lake Forest 12/23/2011 $1,041,000 100.00 1999 8675 2.30 Single Mark Holcomb 27171 Burbank Industrial Existing 10652 $15.47 - 18.91 (Est.) Manufacturing South County Foothill Ranch 1/20/2017 $2,770,000 100.00 1999 10652 2.20 Single SDNS Management, Inc. 22542 Shannon Cir Industrial Existing 10560 $14.85 - 18.15 (Est.) Manufacturing America West Properties, Inc. Eric Strauss 9494585861 South County Lake Forest 100.00 1979 10560 2.00 Single Pacesetter Business Properties 19641 Descartes Flex Existing 10500 $15.27 - 18.67 (Est.) Light Manufacturing South County Foothill Ranch 3/28/2014 $1,449,300 100.00 1999 10500 Single Kamerman Family Trust 20402 N Sea Cir Industrial Existing 10482 $15.01 - 18.34 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Dale Camera 9497903132 South County Lake Forest 4/10/2018 $3,295,000 100.00 1997 10482 2.50 Single Levering & Hvasta CPA's 20542 Pascal Way Industrial Existing 10470 $15.47 - 18.91 (Est.) Warehouse South County Lake Forest 10/30/1990 $2,239,500 100.00 1990 10470 3.34 Single Trench Shoring Company 19671 Descartes Industrial Existing 10466 $15.28 - 18.68 (Est.) Warehouse South County Foothill Ranch 8/16/2013 $894,520 100.00 1999 4708 3.00 Single Allied Components International 27151 Burbank Industrial Existing 10440 $15.47 - 18.91 (Est.) Warehouse CBRE Cameran Lindee 9497258653 South County Foothill Ranch 4/24/1998 $903,305 100.00 1997 10440 2.28 Single Myglo Corp. 27051 Burbank Industrial Existing 10425 $15.47 - 18.91 (Est.) Warehouse South County Foothill Ranch 3/3/1998 $818,362 100.00 1997 10425 2.30 Single Burke Real Estate Group, Inc. 27101 Burbank Industrial Existing 10328 $15.47 - 18.91 (Est.) Warehouse CBRE Brian Cole 9497258610 South County Foothill Ranch 100.00 1997 10328 2.62 Multi Benny H Viloria 27141 Burbank Industrial Existing 10322 $15.27 - 18.66 (Est.) Warehouse CBRE Jeff Carr 9497258631 South County Foothill Ranch 4/24/1998 $893,095 100.00 1997 12015 3.00 Single Myglo Corp 103 North Pointe Dr Flex Existing 10303 $11.35 - 13.88 (Est.) Light Manufacturing Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1998 10303 3.00 Single Olen Properties 26902 Vista Terrace Flex Existing 10268 $15.27 - 18.67 (Est.) R&D South County Lake Forest 12/16/2015 $2,595,000 100.00 2003 10268 2.80 Multi Gregg R. Haskell 27221 Burbank Flex Existing 10250 $14.82 - 18.11 (Est.) Johnston Pacific Commercial Real Estate Inc South County Foothill Ranch 4/17/2003 $1,313,408 100.00 2001 10250 2.93 Single Canyon Rim Properties Llc 22552 Shannon Cir Industrial Existing 10244 $14.85 - 18.16 (Est.) Manufacturing Pacesetter Business Properties South County Lake Forest 100.00 1979 10244 Single Pacesetter Business Properties Item: 8
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22572 Shannon Cir Industrial Existing 10244 $14.85 - 18.16 (Est.) Warehouse South County Lake Forest 100.00 1979 10244 Single Pacesetter Business Properties 26794 Vista Terrace Flex Existing 10220 $15.65 - 19.12 (Est.) RLC Properties Cheryl Roberts Gale 9493388718 South County Lake Forest 3/15/2002 $1,145,000 100.00 1990 10220 3.00 Multi Adex Electronics, Inc. 15-16 Rancho Cir Industrial Existing 10203 $15.27 - 18.67 (Est.) Warehouse CBRE Jeff Carr 9497258631 South County Lake Forest 100.00 2004 10203 1.47 Multi Raen Llc 23941 McWhorter Way Industrial Existing 10184 $14.85 - 18.16 (Est.) Warehouse Pacesetter Business Properties South County Lake Forest 100.00 1979 10184 Single Pacesetter Business Properties 26321 Dimension Dr Industrial Existing 10160 $15.47 - 18.91 (Est.) Warehouse CBRE Jeff Carr 9497258631 South County Lake Forest 3/22/2013 $1,250,000 100.00 1991 10160 2.20 Single Hezy Shaked 26361 Dimension Dr Industrial Existing 10160 $15.47 - 18.91 (Est.) Warehouse Carl Renezider/Village Development Carl Renezider 9496444202 South County Lake Forest 2/8/2019 $3,300,000 100.00 1991 10160 2.46 Single BL & Co LLC 23982 Remme Rdg Industrial Existing 10150 $14.85 - 18.16 (Est.) Showroom South County Lake Forest 100.00 1979 10150 2.00 Single Pacesetter Business Properties 20321 Lake Forest Dr Flex Existing 10120 $15.27 - 18.67 (Est.) Lee & Associates Commercial Real Estate Service Allen Basso 9497903130 South County Lake Forest 5/27/1994 $3,400,000 100.00 1990 10120 2.80 Multi Jeff & Howard Gold 20722 Linear Ln Industrial Existing 10119 $15.47 - 18.91 (Est.) Warehouse Zuvich Corporate Advisors, Inc. Mark Zuvich 9494539900 South County Lake Forest 4/30/2020 $3,086,000 100.00 1989 10119 1.78 Single Michael Shamassian 27061 Burbank Industrial Existing 10094 $15.38 - 18.80 (Est.) Warehouse Voit Real Estate Services Steve Lane 9492635358 South County Foothill Ranch 8/12/2004 $1,817,000 100.00 1997 10094 3.96 Single Jizhak Family Trust 20381 Barents Sea Cir Flex Existing 10074 $14.84 - 18.13 (Est.) Light Manufacturing South County Lake Forest 11/8/2002 $1,000,000 100.00 1997 5037 3.38 Single Maureen Fraser 19631 Descartes Flex Existing 10050 $15.27 - 18.67 (Est.) South County Foothill Ranch 10/1/1999 $969,000 100.00 1999 10050 2.00 Multi Pincor International 26882 Vista Terrace Flex Existing 9984 $15.28 - 18.68 (Est.) CBRE Keith Black 9497258633 South County Lake Forest 1/6/2014 $1,550,000 100.00 2003 7183 2.70 Multi C & C Ptshp 25 Spectrum Pointe Dr Flex Existing 9982 $14.86 - 18.16 (Est.) Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1998 9982 0.00 Multi Olen Properties 27162 Burbank Industrial Existing 9868 $15.28 - 18.68 (Est.) Warehouse South County Foothill Ranch 12/24/2019 $1,668,000 100.00 1997 5132 2.50 Single Graves Construction 27241 Burbank Industrial Existing 9866 $15.47 - 18.91 (Est.) Warehouse South County Foothill Ranch 12/13/2017 $2,812,000 100.00 9866 1.57 Multi Dje Sound & Lighting 27156 Burbank Flex Existing 9852 $15.27 - 18.67 (Est.) Robert Pellkofer, Broker Bob Pellkofer 9494636216 South County Foothill Ranch 7/22/2022 $4,433,500 100.00 1997 9852 2.13 Multi DeLeone Family Trust 22482 Muirlands Blvd Flex Existing 9838 $15.08 - 18.43 (Est.) Light Manufacturing CBRE Jake Marthens 9497258536 South County Lake Forest 100.00 1979 9838 2.24 Multi Strauss Steven R 20411 Barents Sea Cir Flex Existing 9800 $14.86 - 18.16 (Est.) Light Manufacturing South County Lake Forest 4/27/2011 $1,800,000 100.00 1997 9800 1.50 Single David M Carr 26341 Dimension Dr Industrial Existing 9785 $15.47 - 18.91 (Est.) Warehouse South County Lake Forest 4/1/2010 $1,620,000 100.00 1991 9785 2.55 Single Prestige Auto Collision Inc 20431 James Bay Cir Industrial Existing 9772 $14.86 - 18.16 (Est.) Warehouse CBRE Daniel Powers 7143719211 South County Lake Forest 100.00 1998 9772 2.00 Multi Birch Street Partners 21072 Bake Pky Industrial Existing 9756 $14.86 - 18.16 (Est.) Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $2,480,807 100.00 1999 9756 3.00 Multi Buchanan Street Partners, LP 20612 Canada Rd Industrial Existing 9730 $15.47 - 18.91 (Est.) Warehouse South County Lake Forest 1/16/2020 $3,259,000 100.00 1990 9730 2.50 Single Gina Witter 20631 Canada Rd Industrial Existing 9620 $15.47 - 18.91 (Est.) Warehouse South County Lake Forest 6/30/2010 $1,439,790 100.00 1989 9620 2.50 Single Bruce King 20988 Bake Pky Industrial Existing 9594 $14.86 - 18.16 (Est.) Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $2,740,458 100.00 1999 9594 3.00 Multi Buchanan Street Partners, LP 25081 Front St Industrial Existing 9488 $15.47 - 18.91 (Est.) Service South County Lake Forest 100.00 1981 9488 2.11 Multi Romain Living Trust 25742 Commercentre Dr Industrial Existing 9460 $14.86 - 18.16 (Est.) Warehouse South County Lake Forest 100.00 1998 9460 2.60 Single Rauch Chrisopher M 27211 Burbank St Flex Existing 9426 $15.28 - 18.67 (Est.) Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Foothill Ranch 3/16/2017 $2,356,500 100.00 2001 9426 2.80 Single SMC Properties 32 Rancho Cir Flex Existing 9426 $14.86 - 18.17 (Est.) R&D Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 3/19/2019 $3,380,000 100.00 2004 4968 2.50 Single Hardy & Harper Inc. 20372 Hermana Cir Industrial Existing 9417 $15.47 - 18.91 (Est.) Warehouse CBRE Brian Cole 9497258610 South County Lake Forest 8/1/2011 $2,107,865 100.00 1998 9417 2.50 Single Ashley & Andrew Attia 1 Rancho Cir Industrial Existing 9368 $14.86 - 18.16 (Est.) Warehouse South County Lake Forest 7/14/2004 100.00 2003 9368 3.00 Single Horizon Technology 4 Rancho Cir Industrial Existing 9368 $14.86 - 18.16 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Ryan Swanson 9497903155 South County Lake Forest 11/14/2007 $2,100,000 100.00 2003 9368 3.00 Single Rebecca B Phillips 28 Rancho Cir Industrial Existing 9368 $14.87 - 18.17 (Est.) Warehouse South County Lake Forest 8/28/2018 $3,050,000 100.00 2004 4684 3.00 Multi Frank A Ponder 30 Rancho Cir Flex Existing 9368 $14.87 - 18.17 (Est.) R&D South County Lake Forest 100.00 1980 4684 2.56 Single Frederick C & Donna R Heitman 26796 Vista Terrace Flex Existing 9315 $15.28 - 18.68 (Est.) Light Manufacturing Kidder Mathews South County Lake Forest 7/6/2021 $3,400,000 100.00 1990 5715 3.00 Single Jason Celaya 20591 Pascal Way Industrial Existing 9280 $15.47 - 18.91 (Est.) Warehouse Voit Real Estate Services South County Lake Forest 5/1/2003 $1,300,000 100.00 9280 2.00 Single Euro American Collision Center 9 Spectrum Pointe Dr Flex Existing 9242 $22.20 South County Lake Forest 0.00 1998 9242 17 Spectrum Pointe Dr Flex Existing 9209 $14.86 - 18.16 (Est.) Light Distribution Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1999 9209 0.00 Multi Olen Properties 20503 Crescent Bay Dr Flex Existing 9125 $15.17 - 18.54 (Est.) Light Manufacturing CBRE Brian Cole 9497258610 South County Lake Forest 7/5/2017 $2,527,625 100.00 2001 4563 3.00 Multi Invitrx Therapeutics 26814 Vista Terrace Industrial Existing 9109 $15.47 - 18.91 (Est.) Warehouse Revan LLC Mariam Abolhassani 9496365306 South County Lake Forest 2/19/2015 $1,534,866 100.00 1990 9109 3.00 Single Revan Llc 22511 Aspan St Flex Existing 9000 $15.05 - 18.39 (Est.) Light Distribution Kidder Mathews Alex Matar 9495575069 South County Lake Forest 100.00 1978 9000 3.00 Multi Pacesetter Business Properties 26301 Dimension Dr Industrial Existing 8994 $16.04 - 19.61 (Est.) Manufacturing Lee & Associates Commercial Real Estate Service Dale Camera 9497903132 South County Lake Forest 6/16/2021 $3,139,000 100.00 1991 8994 2.50 Single Richard A Collato 20641 Pascal Way Industrial Existing 8899 $15.48 - 18.91 (Est.) Warehouse Cameron Management Company James Cameron 4152999220 South County Lake Forest 10/9/2018 $3,100,000 100.00 1989 8899 2.50 Single Arie Haziza 20561 Pascal Way Industrial Existing 8825 $15.48 - 18.91 (Est.) Warehouse South County Lake Forest 7/19/1999 $826,810 100.00 1990 8825 2.37 Single H & S Development 23961 McWhorter Way Industrial Existing 8800 $14.86 - 18.16 (Est.) Warehouse South County Lake Forest 3/12/2019 $2,700,000 100.00 1979 8800 2.00 Single Natural Image OC 26812 Vista Terrace Flex Existing 8711 $16.15 - 19.74 (Est.) R&D Lee & Associates Commercial Real Estate Service South County Lake Forest 11/23/1994 $549,000 100.00 1990 8711 2.98 Single Amrik S. Poonian 20984 Bake Pky Industrial Existing 8695 $14.86 - 18.16 (Est.) Warehouse Cushman & Wakefield Morgan Chiate 9494744004 South County Lake Forest 4/7/2025 $2,464,492 100.00 1999 8695 3.00 Multi Buchanan Street Partners, LP 20611 Canada Rd Industrial Existing 8640 $15.48 - 18.92 (Est.) Manufacturing Lee & Associates - Newport Beach Timothy Arguello 9497244750 South County Lake Forest 11/5/2015 $2,030,000 100.00 1990 8640 2.00 Single John Coyne Living Trust 27092 Burbank Flex Existing 8571 $12.18 - 14.89 (Est.) R&D South County Foothill Ranch 5/24/2021 $2,950,000 100.00 1997 4286 2.92 Single Alyax Llc 29 Rancho Cir Industrial Existing 8563 $14.86 - 18.17 (Est.) South County Lake Forest 7/10/2023 $3,775,000 2004 4282 3.00 Single Richard Cadogan 2 Rancho Cir Industrial Existing 8563 $14.87 - 18.17 (Est.) Lee & Associates Commercial Real Estate Service Bryan Miller 7145647123 South County Lake Forest 1/3/2006 $2,012,500 100.00 2003 4282 3.00 Multi Heitman Holdings, Inc. 3 Rancho Cir Flex Existing 8563 $14.86 - 18.16 (Est.) R&D South County Lake Forest 4/30/2004 $1,430,021 100.00 2003 6598 3.00 Multi Sakyun Lee 27 Rancho Cir Industrial Existing 8563 $14.87 - 18.17 (Est.) Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 5/10/2013 $1,498,525 100.00 2003 4282 3.00 Multi Advanced Pharmaceutical Services, Inc. 27091 Burbank Industrial Existing 8512 $15.48 - 18.92 (Est.) Warehouse South County Foothill Ranch 3/27/1998 $702,500 100.00 1997 8512 2.58 Single Csik Zoltan & Barbara M Trust 23902 Remme Ridge Industrial Existing 8240 $14.86 - 18.16 (Est.) Warehouse Pacesetter Business Properties South County Lake Forest 100.00 1979 8240 1.21 Single Pacesetter Business Properties 20432 James Bay Cir Industrial Existing 8202 $14.86 - 18.16 (Est.) Manufacturing CBRE Tyler Haly 9497258486 South County Lake Forest 100.00 1998 8202 2.44 Single James Bay Partners LLC 20523 Crescent Bay Dr Flex Existing 8190 $14.86 - 18.16 (Est.) Light Manufacturing South County Lake Forest 6/8/2007 100.00 2001 8190 3.00 Multi Carasso & Crescent Bay Ltd Par 26792 Vista Terrace Flex Existing 8178 $15.28 - 18.68 (Est.) R&D Lee & Associates Commercial Real Estate Service Brock Stryker 9497903131 South County Lake Forest 7/25/2017 $2,331,000 100.00 1990 4089 3.00 Single Jason Celaya 9 Rancho Cir Industrial Existing 8080 $14.86 - 18.16 (Est.) Service Lee & Associates Commercial Real Estate Service Bryan Miller 7145647123 South County Lake Forest 100.00 2003 8080 3.00 Single Haydt Daniel Karl 20692 Prism Pl Flex Existing 8065 $15.28 - 18.67 (Est.) Light Manufacturing Eberle Company Steve Eberle 9492516566 South County Lake Forest 12/3/1996 $707,000 100.00 1990 8065 4.22 Single T/Q Systems, Inc. 21 Spectrum Pointe Dr Flex Existing 8064 $14.86 - 18.16 (Est.) Light Manufacturing Olen Properties Ellyssa Derry 9497197204 South County Lake Forest 100.00 1998 8064 0.00 Multi Olen Properties 26190 Enterprise Way Industrial Existing 8036 $14.87 - 18.17 (Est.) Warehouse Sage Investment Group Ghity Mahdara 7143295132 South County Lake Forest 100.00 2004 4018 3.73 Multi Jahnda Group Llc 26834 Vista Terrace Industrial Existing 8029 $15.48 - 18.93 (Est.) Manufacturing Ashwill Associates Commercial Real Estate Gary Martinez 7149059383 South County Lake Forest 3/31/2014 $1,509,452 100.00 1990 4015 3.00 Multi SIEMIC, Inc. 27142 Burbank Flex Existing 8004 $15.37 - 18.78 (Est.) South County Foothill Ranch 100.00 1997 4002 3.00 Single Burke Real Estate Group, Inc. 27161 Burbank Industrial Existing 8000 $15.48 - 18.92 (Est.) Manufacturing Kott Koatings Inc John Kott 4103639500 South County Foothill Ranch 100.00 1996 8000 2.50 Single Kott Koatings Inc 20712 Civic Center Dr Industrial Existing 8000 $14.86 - 18.16 (Est.) Warehouse CIC Inc Steve Arnett 7024999910 South County Lake Forest 8/24/2004 $1,900,000 100.00 2000 8000 2.00 Single CIC Inc 20622 Canada Rd Industrial Existing 7940 $15.48 - 18.92 (Est.) Manufacturing Newmark South County Lake Forest 7/10/2007 $1,707,100 100.00 1992 7940 2.50 Single Sheran Aykal Family Trust 20412 James Bay Cir Industrial Existing 7895 $14.86 - 18.16 (Est.) Manufacturing CBRE Gregg Haly 9497258632 South County Lake Forest 100.00 1998 7895 2.53 Single James Bay Partners LLC 27102 Burbank Flex Existing 7814 $7.97 - 9.74 (Est.) Light Manufacturing Lee & Associates Commercial Real Estate Service South County Foothill Ranch 100.00 1997 3907 3.00 Single Foothill-Burke R&D 20541 Pascal Way Industrial Existing 7810 $15.28 - 18.68 (Est.) Warehouse CBRE Jeff Carr 9497258631 South County Lake Forest 11/27/1996 $452,980 100.00 1999 7810 2.00 Multi Malloy Family Partners 27082 Burbank Industrial Existing 7656 $15.48 - 18.92 (Est.) Warehouse South County Foothill Ranch 4/27/1998 $808,779 100.00 1997 7656 3.00 Single Walter Schulze 26921 Vista Terrace Industrial Existing 7627 $15.28 - 18.68 (Est.) Service South County Lake Forest 9/19/1996 $572,355 100.00 1991 7246 2.76 Single Glenn J. & Suzanne Quigley 20601 Canada Rd Industrial Existing 7621 $15.28 - 18.68 (Est.) Manufacturing South County Lake Forest 3/31/1995 $463,360 100.00 1989 7240 2.60 Multi Forehand Jack 5 Rancho Cir Industrial Existing 7607 $14.86 - 18.16 (Est.) Warehouse South County Lake Forest 100.00 2004 7607 3.00 Single I Source Technical Services, Inc. 11 Rancho Cir Flex Existing 7607 $14.86 - 18.16 (Est.) R&D Lee & Associates Commercial Real Estate Service Skyler Serrano 9497903180 South County Lake Forest 9/25/2019 $2,525,206 100.00 2003 7607 3.00 Multi United Industries Group, Inc 16 Rancho Cir Industrial Existing 7607 $15.28 - 18.68 (Est.) Warehouse South County Lake Forest 100.00 2003 7607 3.00 Single Sixteen Rancho Llc 27181 Burbank Industrial Existing 7550 $15.48 - 18.92 (Est.) Warehouse DAUM Commercial Real Estate Services Chris Migliori 7149415320 South County Foothill Ranch 12/20/2007 $2,200,000 100.00 1996 7550 6.00 Multi Kindness General Contractors, Inc. 22600-E Lambert St Flex Existing 7521 $14.86 - 18.16 (Est.) Light Manufacturing Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $3,229,038 100.00 1978 7521 3.00 Multi Link Logistics Real Estate 22600-G Lambert St Flex Existing 7521 $14.86 - 18.16 (Est.) Light Manufacturing Link Logistics Real Estate South County Lake Forest 7/20/2022 $3,274,664 100.00 1978 7521 3.00 Multi Link Logistics Real Estate 22600-H Lambert St Flex Existing 7521 $14.86 - 18.16 (Est.) Light Manufacturing Link Logistics Real Estate Giselle Elsahragty 9512218289 South County Lake Forest 7/20/2022 $3,405,892 100.00 1978 7521 3.00 Multi Link Logistics Real Estate 19655 Descartes Flex Existing 7477 $15.42 - 18.84 (Est.) R&D Lee & Associates Commercial Real Estate Service Craig Fitterer 9497903123 South County Foothill Ranch 8/31/2012 $934,625 100.00 1999 7477 3.00 Multi Anuj Khurana 22552 Muirlands Blvd Flex Existing 7331 $14.86 - 18.16 (Est.) Kidder Mathews South County Lake Forest 8/25/2014 $1,449,000 100.00 1983 7331 2.00 Single Steve Fujii 26772 Vista Terrace Flex Existing 7240 $15.29 - 18.69 (Est.) R&D Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 12/26/2012 $970,000 100.00 1991 3620 2.35 Multi Eghterafi Soroush 2013 Trust 27152 Burbank Flex Existing 7235 $15.28 - 18.68 (Est.) South County Foothill Ranch 3/18/1998 $637,000 100.00 1997 7235 3.00 Single 20505 Crescent Bay Dr Flex Existing 7195 $14.87 - 18.17 (Est.) R&D JLL Xavier Nolasco 9492963622 South County Lake Forest 7/11/2014 $1,474,360 100.00 2001 3598 3.06 Multi Rajat Khurana 26806 Vista Terrace Flex Existing 7145 $15.28 - 18.68 (Est.) Light Manufacturing South County Lake Forest 6/3/2002 $775,000 1990 3573 2.52 Single MSA Safety, Inc. 20591 Canada Rd Industrial Existing 7090 $16.41 - 20.06 (Est.) Warehouse South County Lake Forest 12/9/2011 $935,880 100.00 1989 7090 2.00 Single Jeff Merage 26832 Vista Terrace Industrial Existing 7043 $15.48 - 18.92 (Est.) Newmark South County Lake Forest 100.00 1990 7043 3.00 Single Price-Wilger Partnership 26784 Vista Terrace Industrial Existing 7019 $15.29 - 18.69 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Justin Smith 9497903151 South County Lake Forest 8/7/2019 $2,372,500 100.00 1990 1 3.00 Multi Trisha Lynn Deason 22512 Aspan St Industrial Existing 6984 $14.86 - 18.16 (Est.) Manufacturing Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 9/29/2017 $2,060,280 100.00 1979 6984 2.00 Single Roger Dennis Lang Living Trust 22551 Shannon Cir Industrial Existing 6984 $14.86 - 18.16 (Est.) Warehouse America West Properties, Inc. Eric Strauss 9494585861 South County Lake Forest 100.00 1979 6984 2.00 Single Lake Forest Indl Ptrs I Llc 22552 Shannon Cir Industrial Existing 6984 $14.86 - 18.16 (Est.) Warehouse Pacesetter Business Properties South County Lake Forest 100.00 1979 6984 1.43 Single Pacesetter Indstrl Ptnrs 26932 Vista Terrace Industrial Existing 6926 $15.28 - 18.68 (Est.) Distribution CBRE Gregg Haly 9497258632 South County Lake Forest 4/13/2010 $1,012,373 100.00 2003 6926 1.88 Single Onsa International Corporation 8 Rancho Cir Flex Existing 6923 $14.84 - 18.13 (Est.) R&D South County Lake Forest 10/19/2011 $1,023,500 100.00 2003 3462 3.00 Single James & Barbara Linhart 19651 Descartes Flex Existing 6904 $14.62 - 17.87 (Est.) Light Manufacturing DAUM Commercial Real Estate Services Neil Mullarky 9498424834 South County Foothill Ranch 3/1/2019 $1,860,500 100.00 1999 6904 2.50 Single 23942 McWhorter Way Industrial Existing 6892 $14.86 - 18.17 (Est.) Manufacturing America West Properties, Inc. Eric Strauss 9494585861 South County Lake Forest 100.00 1980 6892 2.00 Single Pacesetter Business Properties 23901 Remme Ridge Industrial Existing 6880 $14.86 - 18.17 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 6/8/2010 $1,130,300 100.00 1979 6880 2.00 Single Saddleback Plumbing Inc. 26802 Vista Terrace Industrial Existing 6851 $15.29 - 18.69 (Est.) Manufacturing CBRE Jeff Carr 9497258631 South County Lake Forest 3/6/2014 $1,205,776 100.00 1990 3425 3.00 Single Aldeca LLC 26405 Waterford Cir Industrial Existing 6800 $15.26 - 18.65 (Est.) South County Lake Forest 100.00 3400 22500 Muirlands Blvd Industrial Existing 6662 $14.86 - 18.17 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Randall Dalby 9497903165 South County Lake Forest 100.00 1980 6662 3.00 Multi Klug John W Living Trust 27172 Burbank Industrial Existing 6526 $15.28 - 18.68 (Est.) Warehouse South County Foothill Ranch 100.00 1997 6200 3.00 Single Jeffery Wong 27196 Burbank Flex Existing 6348 $15.48 - 18.92 (Est.) Light Manufacturing South County Foothill Ranch 100.00 6348 2.36 Single SWANSON TRUST 6 Rancho Cir Industrial Existing 6240 $14.86 - 18.17 (Est.) Manufacturing Lee & Associates Commercial Real Estate Service Ted Rommel 9497903117 South County Lake Forest 9/9/2003 $742,220 100.00 2004 6240 3.00 Multi I Source Technical Services, Inc. 10 Rancho Cir Flex Existing 6240 $14.86 - 18.17 (Est.) Light Distribution South County Lake Forest 1/23/2015 $1,497,600 100.00 2003 6240 3.00 Single Mohammed El Fallah 15 Rancho Cir Flex Existing 6240 $15.28 - 18.68 (Est.) Light Manufacturing John J & Debra Svoboda South County Lake Forest 11/26/2003 $992,160 100.00 2003 6240 2.08 Single Svoboda Studios, Inc. 31 Rancho Cir Industrial Existing 6240 $14.86 - 18.17 (Est.) Manufacturing DAUM Commercial Real Estate Services Chris Migliori 7149415320 South County Lake Forest 8/9/2021 $2,215,500 100.00 2004 6240 2.90 Multi Sun Pac Storage Containers Inc. 26786 Vista Terrace Industrial Existing 6239 $15.28 - 18.68 (Est.) Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 2/7/2011 $860,982 100.00 1990 6239 3.00 Single Michandellie Llc Item: 8
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27136 Burbank Industrial Existing 6200 $15.48 - 18.92 (Est.) Manufacturing JLL Xavier Nolasco 9492963622 South County Foothill Ranch 4/10/2018 $1,899,900 100.00 1998 6200 2.74 Single Sangeeta Ralli, Broker 20581 Canada Rd Industrial Existing 6032 $16.39 - 20.03 (Est.) Warehouse South County Lake Forest 10/21/1992 $390,000 100.00 6032 1.66 Single Peter & Masha Plotkin 26467-26469 Rancho Pky Flex Existing 5903 $14.86 - 18.17 (Est.) NAI Capital South County Lake Forest 100.00 2004 5903 4.00 Multi 27216 Burbank Industrial Existing 5840 $16.42 - 20.06 (Est.) Warehouse CBRE Brian Cole 9497258610 South County Foothill Ranch 12/29/2017 $1,777,000 100.00 1996 5840 2.70 Multi 27216 Burbank LLC 26881 Vista Ter Industrial Existing 5792 $15.28 - 18.68 (Est.) Service CBRE Tyler Haly 9497258486 South County Lake Forest 6/1/2020 $1,300,000 100.00 1992 5792 1.72 Multi Greg K. Chila 26776 Vista Terrace Flex Existing 5755 $15.29 - 18.69 (Est.) Light Manufacturing AIC Michael Ehsani 9498771920 South County Lake Forest 5/29/2014 $1,091,000 100.00 1990 3029 3.00 Multi AIC 26782 Vista Terrace Flex Existing 5751 $15.28 - 18.68 (Est.) Voit Real Estate Services South County Lake Forest 3/30/2015 $1,265,500 100.00 1990 5751 3.00 Single Advanced Network Power Corp 7 Rancho Cir Flex Existing 5737 $14.86 - 18.17 (Est.) R&D South County Lake Forest 8/5/2004 100.00 2003 5737 2.96 Single OSG 20525 Crescent Bay Dr Flex Existing 5700 $14.87 - 18.17 (Est.) Light Manufacturing South County Lake Forest 100.00 2001 5700 3.00 Multi Mugen Seiki Racing Ltd 27174 Burbank Industrial Existing 5687 $15.29 - 18.68 (Est.) Warehouse South County Foothill Ranch 100.00 1997 5403 3.00 Single Wong Jeffery 26774 Vista Terrace Industrial Existing 5598 $15.28 - 18.68 (Est.) Manufacturing Mulberry Real Estate Sam Kilic 7148668183 South County Lake Forest 7/3/2024 $2,630,000 100.00 1990 5598 3.00 Single Dr. Omer Deveci, MD 27132 Burbank Industrial Existing 5527 $15.29 - 18.68 (Est.) Manufacturing South County Foothill Ranch 12/11/2008 $1,037,376 100.00 5403 2.59 Single Mr/Mrs Patrick B Sanders 26811 Vista Terr. Industrial Existing 5503 $16.42 - 20.06 (Est.) Service South County Lake Forest 7/16/1991 $614,000 100.00 1991 5503 1.82 Single Appel Nevin Hodgkins 14 Rancho Cir Flex Existing 5474 $14.87 - 18.17 (Est.) CBRE Brian Cole 9497258610 South County Lake Forest 1/2/2009 $1,180,747 100.00 2003 5474 3.00 Multi El-abd 21 Rancho Cir Industrial Existing 5474 $14.87 - 18.17 (Est.) Warehouse Michelangelo Motorwerks South County Lake Forest 7/14/2023 $2,650,000 100.00 2004 5474 3.11 Single Sepehr Sahba 23 Rancho Cir Flex Existing 5474 $14.84 - 18.13 (Est.) South County Lake Forest 12/17/2018 $1,834,000 100.00 2003 5474 3.00 Multi Dutch Indian Enterprises LLC 25 Rancho Cir Industrial Existing 5474 $14.87 - 18.17 (Est.) Warehouse Lee & Associates Commercial Real Estate Service BJ Fell 9497903144 South County Lake Forest 6/29/2021 $2,053,000 100.00 2003 5474 2.01 Single Bilek Grandchild Trust 27202 Burbank Industrial Existing 5460 $15.29 - 18.68 (Est.) Showroom South County Foothill Ranch 100.00 1996 5187 2.89 Single Mary K Swanson 26822 Vista Ter Industrial Existing 5436 $15.29 - 18.68 (Est.) Manufacturing Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 5/10/2013 $823,500 100.00 1989 5436 3.00 Multi Eghterafi Soroush 2013 Trust 27062 Burbank Flex Existing 5406 $15.29 - 18.68 (Est.) Light Manufacturing Zuvich Corporate Advisors, Inc. Mark Zuvich 9494539900 South County Foothill Ranch 12/30/2020 $1,738,500 100.00 1998 5136 3.10 Single Kurt Schulze 20521 Crescent Bay Dr Flex Existing 5400 $14.87 - 18.17 (Est.) Light Manufacturing NAI Capital South County Lake Forest 10/31/2025 $2,870,000 100.00 2001 5400 3.00 Multi 20521 Crescent Bay Drive Llc 20551 Pascal Way Industrial Existing 5350 $15.48 - 18.92 (Est.) Manufacturing Voit Real Estate Services South County Lake Forest 100.00 5350 3.00 Single Velez Revocable Family Trust 20555 Pascal Way Industrial Existing 5350 $15.48 - 18.92 (Est.) Manufacturing Lee & Associates Commercial Real Estate Service Matt Fryer 9497903122 South County Lake Forest 10/10/2014 100.00 5350 2.50 Multi Stephen A Kirby 26824 Vista Terrace Flex Existing 5290 $15.29 - 18.68 (Est.) John W. Phillips South County Lake Forest 12/21/1990 $503,000 100.00 1990 5290 3.00 Single 27122 Burbank Industrial Existing 5264 $15.29 - 18.68 (Est.) Warehouse South County Foothill Ranch 3/13/1998 $437,000 100.00 1997 5264 3.00 Single Smith Family Trust 19665 Descartes Industrial Existing 5207 $16.42 - 20.07 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Pat Delaney 7145647127 South County Foothill Ranch 7/6/2021 $1,822,500 100.00 1999 5207 3.00 Single Imburgia Family Trust 19681 Descartes Industrial Existing 5196 $15.48 - 18.92 (Est.) Manufacturing South County Foothill Ranch 11/12/2003 $805,500 100.00 1999 5196 3.00 Multi Ness Family Trust 26237 Enterprise Ct Flex Existing 5135 $15.29 - 18.68 (Est.) Light Manufacturing Voit Real Estate Services South County Lake Forest 100.00 2005 5135 3.00 Single Southcoast Photographic 19675 Descartes Industrial Existing 5003 $15.29 - 18.68 (Est.) Warehouse South County Foothill Ranch 100.00 1999 4797 3.00 Single Nelson Family Trust 26911 Vista Terr. Industrial Existing 4996 $15.48 - 18.93 (Est.) Service South County Lake Forest 1991 4746 3.58 Single Larsen Glenn F 19661 Descartes Industrial Existing 4909 $15.29 - 18.68 (Est.) Manufacturing South County Foothill Ranch 10/29/2002 $656,000 100.00 1999 4909 3.00 Multi Vincent Rob & Keli Gerrits 27212 Burbank Industrial Existing 4800 $15.48 - 18.93 (Est.) Manufacturing South County Foothill Ranch 6/7/2018 $1,435,000 100.00 1996 4800 3.29 Single Christian J & Erika S Gelke Revocable Estate Trust 26223 Enterprise Ct Flex Existing 4794 $15.26 - 18.65 (Est.) Light Manufacturing South County Lake Forest 8/17/2011 $863,000 100.00 2005 2397 3.13 Single Percheron Land Corp 26952 Vista Terrace Industrial Existing 4756 $15.29 - 18.68 (Est.) Manufacturing South County Lake Forest 3/11/2019 $1,546,000 100.00 2003 4756 2.94 Single Oakwood Development 26231 Enterprise Ct Flex Existing 4748 $15.29 - 18.68 (Est.) Light Manufacturing Voit Real Estate Services South County Lake Forest 3/4/2005 $854,640 100.00 2005 4748 3.00 Single Powertip Technology Inc 19685 Descartes Industrial Existing 4637 $16.42 - 20.07 (Est.) Manufacturing Lee & Associates Commercial Real Estate Service Ted Rommel 9497903117 South County Foothill Ranch 10/1/1999 $441,000 100.00 1999 4637 3.00 Single Cardinal & Triton Llc 27072 Burbank Industrial Existing 4576 $16.42 - 20.07 (Est.) Manufacturing South County Foothill Ranch 10/25/2001 $594,880 100.00 1998 4576 3.00 Single Roque Family Trust 26901 Vista Terr. Industrial Existing 4455 $16.42 - 20.07 (Est.) Service South County Lake Forest 100.00 1991 4455 2.47 Single Smith John R C 27176 Burbank Ave Industrial Existing 4396 $15.49 - 18.93 (Est.) Manufacturing Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Foothill Ranch 7/25/2008 $1,023,120 100.00 1996 4176 2.00 Single James LeCourt Plumbing 17 Rancho Cir Industrial Existing 4383 $15.29 - 18.68 (Est.) Warehouse South County Lake Forest 11/17/2017 $1,425,000 100.00 2004 4383 2.68 Multi 27076 Burbank Industrial Existing 4368 $15.49 - 18.93 (Est.) Warehouse Mohr Partners, Inc. South County Foothill Ranch 3/25/2013 $764,400 100.00 1997 4368 3.00 Single William & Kerin Bailey-Comte 12 Rancho Cir Flex Existing 4366 $14.87 - 18.17 (Est.) Showroom RB Allen Commercial Real Estate Rex Allen 7142646956 South County Lake Forest 1/2/2009 $1,359,743 100.00 2003 4366 3.00 Single Donald R & Debra R Woods 22 Rancho Cir Industrial Existing 4366 $14.87 - 18.17 (Est.) Warehouse Cary B. Rafferty South County Lake Forest 7/2/2010 $804,678 100.00 2003 4366 3.00 Single Raffety Family Trust 24 Rancho Cir Industrial Existing 4366 $14.87 - 18.17 (Est.) Warehouse Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 12/16/2016 $1,300,000 100.00 4366 3.00 Multi Julie Wu 26 Rancho Cir Flex Existing 4366 $14.87 - 18.17 (Est.) Light Manufacturing South County Lake Forest 11/17/2017 $1,463,000 100.00 2003 4366 3.00 Single KLEIN WHITNEY A TRUST 26826 Vista Terrace Flex Existing 4340 $15.29 - 18.69 (Est.) R&D South County Lake Forest 2/13/2009 $968,211 100.00 1990 4340 3.00 Multi Michael Hiroshi Mino 26804 Vista Terrace Flex Existing 4257 $15.29 - 18.69 (Est.) R&D South County Lake Forest 3/16/2017 100.00 1990 4257 3.00 Multi 26804 Vista Terrace Llc 27166 Burbank Industrial Existing 4243 $15.29 - 18.69 (Est.) Warehouse Johnston Pacific Commercial Real Estate Inc Rob Johnston 9493662020 South County Foothill Ranch 100.00 1996 4243 3.72 Single 27201 Burbank Flex Existing 4184 $15.49 - 18.93 (Est.) South County Foothill Ranch 8/3/2022 $1,500,000 100.00 4184 3.59 Single Jeremy D Andre & Michelle M Andre Trust 20501 Crescent Bay Dr Flex Existing 4172 $14.87 - 18.17 (Est.) Light Manufacturing US Glass & Glazing South County Lake Forest 6/26/2012 $743,000 100.00 2001 4172 3.00 Single KMF Properties, LLC 18 Rancho Cir Flex Existing 4141 $15.29 - 18.69 (Est.) Light Distribution Lee & Associates Commercial Real Estate Service Skyler Serrano 9497903180 South County Lake Forest 4/9/2013 $645,996 100.00 2004 4141 3.00 Single Erik Ernest Brown 26249 Enterprise Ct Flex Existing 4064 $15.15 - 18.51 (Est.) R&D Lee & Associates Commercial Real Estate Service Ted Rommel 9497903117 South County Lake Forest 4/26/2013 $739,830 100.00 2005 2529 2.95 Multi Nader Nadri 26816 Vista Terrace Flex Existing 3575 $15.29 - 18.69 (Est.) R&D South County Lake Forest 4/4/2013 $600,000 100.00 1990 3575 3.00 Single John Cobb 26170 Enterprise Way Flex Existing 3564 $14.87 - 18.18 (Est.) Light Manufacturing Lee & Associates Commercial Real Estate Service Ted Rommel 9497903117 South County Lake Forest 100.00 2004 2310 2.53 Multi Wang Family Trust 26236 Enterprise Ct Flex Existing 3540 $15.29 - 18.69 (Est.) Light Manufacturing South County Lake Forest 5/17/2007 $927,500 100.00 2005 3540 3.00 Single Mark S.Angelich Family Trust 26232 Enterprise Ct Industrial Existing 3510 $15.29 - 18.69 (Est.) Showroom Tidemark Real Estate Services Pat Lacey 9495611900 South County Lake Forest 4/29/2021 $1,275,000 100.00 2005 3510 3.00 Single Peter Spenuzza 26228 Enterprise Ct Flex Existing 3270 $15.29 - 18.69 (Est.) R&D Lee & Associates Commercial Real Estate Service Mark Jerue 9497903121 South County Lake Forest 3/31/2021 $1,205,000 100.00 2005 3270 3.00 Single Cristin Boden 26229 Enterprise Ct Industrial Existing 3230 $15.29 - 18.69 (Est.) Warehouse South County Lake Forest 1/10/2005 $613,700 100.00 2005 3230 3.00 Single Suzman Colin Living 2008 Trust 26235 Enterprise Ct Flex Existing 3059 $15.29 - 18.69 (Est.) R&D South County Lake Forest 12/27/2013 $624,936 100.00 2005 3059 3.00 Single Lowell Heywood Smith 26234 Enterprise Ct Industrial Existing 2870 $16.08 - 19.66 (Est.) Manufacturing Voit Real Estate Services Sam Olmstead 9498515100 South County Lake Forest 5/29/2013 $545,500 100.00 2005 2870 3.00 Single Beach Products By Water Venture, Inc 26233 Enterprise Ct Flex Existing 2845 $15.29 - 18.69 (Est.) Light Manufacturing Lee & Associates Commercial Real Estate Service Jake Fischbeck 9497903118 South County Lake Forest 1/19/2005 $512,100 100.00 2005 2845 3.51 Multi Asalone Family Trust 26244 Enterprise Ct Industrial Existing 2600 $15.29 - 18.69 (Est.) Warehouse South County Lake Forest 4/27/2017 2005 2600 2.29 Multi Wilham Holding Group 26242 Enterprise Ct Flex Existing 2600 $15.29 - 18.69 (Est.) Andrew & Nancy Sickmeier South County Lake Forest 2/2/2005 $494,000 100.00 2005 2600 2.69 Single Andrew & Nancy Sickmeier 26225 Enterprise Ct Flex Existing 2490 $15.29 - 18.69 (Est.) Light Manufacturing KRT Management, Inc. South County Lake Forest 1/11/2005 $473,100 100.00 2005 2490 2.81 Multi KRT Management, Inc. 26239 Enterprise Ct Flex Existing 2456 $15.29 - 18.69 (Est.) R&D South County Lake Forest 6/26/2008 $712,240 100.00 2005 2456 3.00 Single Constance Visconte 23281 Cherry Ave Industrial Existing 2344 $16.42 - 20.07 (Est.) Warehouse South County Lake Forest 100.00 1910 2344 8.53 Single Peggy S Fodor 26247 Enterprise Ct Industrial Existing 2337 $15.29 - 18.69 (Est.) Manufacturing Termar Enterprises LLC South County Lake Forest 1/7/2015 $619,305 100.00 2004 2337 3.00 Single Rudy & Wendy Ruiz 26230 Enterprise Ct Flex Existing 2310 $15.29 - 18.69 (Est.) Light Distribution Patrick & Tiffany Stroupe South County Lake Forest 4/12/2017 100.00 2005 2310 3.00 Single Halaby Darlene B 26227 Enterprise Ct Industrial Existing 2300 $15.29 - 18.69 (Est.) Manufacturing Heintz Family Trust South County Lake Forest 1/14/2005 $437,000 100.00 2005 2300 3.00 Single Heintz Family Trust 26226 Enterprise Ct Industrial Existing 2243 $24.00 - 27.00 Warehouse Johnston Pacific Commercial Real Estate Inc Louis Johnston 9493662020 South County Lake Forest 6/19/2023 $1,190,000 100.00 2005 2243 4.46 Single Scott Edwin & Angela Pan Attenborough 26224 Enterprise Ct Flex Existing 2179 $15.29 - 18.69 (Est.) Light Manufacturing South County Lake Forest 12/9/2021 $340,000 100.00 2005 2179 3.00 Single Carden Living Trust 26222 Enterprise Ct Flex Existing 2178 $15.29 - 18.69 (Est.) Light Manufacturing South County Lake Forest 3/7/2005 $413,820 100.00 2005 2178 2.75 Single Caritas Affordable Housing, Inc. 23201 Orange Ave Flex Existing 2072 $15.31 - 18.71 (Est.) Voit Real Estate Services Christopher Drzyzga 9492635303 South County Lake Forest 6/18/2024 $1,070,000 1918 2072 3.94 Multi Hossein Kiannasr 26241 Enterprise Ct Flex Existing 1960 $15.29 - 18.69 (Est.) R&D South County Lake Forest 2/15/2011 $400,000 100.00 2005 1960 3.00 Single Gearking Inc. 26243 Enterprise Ct Flex Existing 1960 $15.29 - 18.69 (Est.) R&D Tim A Sadowski South County Lake Forest 12/23/2004 $372,400 100.00 2005 1960 3.00 Single Phillips Family Trust 26245 Enterprise Ct Flex Existing 1960 $15.29 - 18.69 (Est.) Light Manufacturing Tobin & Erin O'Brien South County Lake Forest 9/6/2012 100.00 2005 1960 3.00 Multi Chua Family 2012 Trust 25931 Towne Centre Dr Industrial Existing 1905 $14.87 - 18.18 (Est.) Warehouse South County Foothill Ranch 100.00 1905 Verizon 23182 Orange Ave Industrial Existing 1735 $16.43 - 20.08 (Est.) Warehouse South County Lake Forest 12/3/1997 $270,000 0.00 1980 1735 5.76 Multi Abdolsalehi Mohsen Item: 8
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/21/2026
DEPARTMENT: City Clerk
SUBJECT:
CONSIDERATION OF COMMUNITY POTLUCK
RECOMMENDED ACTION(S):
Exercise City Council discretion.
EXECUTIVE SUMMARY:
At the April 7, 2026, City Council meeting, Mayor Pequeño received consensus from Council Members Voigts and Yu to place on a future agenda an item to discuss supporting a potluck in Fountain Valley large enough to qualify to be in the Guiness Book of World Records (Attachment 1). To assist in the discussion, staff have attached a copy of the City Council Written Communication policy and a flyer regarding OC Around the Table.
Inasmuch as the City Council requested that this item be placed on the agenda, any further direction is at its sole discretion.
FISCAL IMPACT:
The fiscal impact is dependent upon City Council action.
ATTACHMENTS:
1. Draft Minute Excerpt – April 7, 2026
2. City Council Policy on Written Communications
3. OC Around the Table Flyer
Initiated By: Thy Merritt, City Clerk
Submitted By: Thy Merritt, City Clerk
Approved By: Debra Rose, City Manager
Item: 9
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ATTACHMENT 1
Item: 9
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DRAFT MINUTE EXCERPT
LAKE FOREST REGULAR CITY COUNCIL MEETING
April 7, 2026
______________________________________________________________________
CITY COUNCIL COMMENTS
Mayor Pequeño: Mayor Pequeño reported on his attendance at the Chamber of Commerce’s Coffee Chat at El Pollo Loco and
shared the next Coffee Chat will be held at La Casita
Olvera; attended the 2026 Women of Distinction
Celebration hosted by Senator Steven S. Choi; recognized Second Impressions as the Business of the Month;
attended the final exercise for the CERT class, and the Bunny Blast event. Mayor Pequeño attended the Meet the
Mayor and State of the City and thanked City Manager
Rose and staff for their work on the event, and attended the South Orange County Meet the Mayors Breakfast in
Laguna Niguel. He requested consensus to place an item
on the agenda to discuss a chance at entering the City in a Guinness World Record competition for largest potluck.
Council Members Voigts and Yu provided consensus.
Item: 9
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ATTACHMENT 2
Item: 9
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City Council Policy: CC.07.17: Written Communication
Adopted by Minute Order 12/7/93
Amended by Minute Action 6/21/05; 10/21/14; 3/6/18; 7/5/23 Revised 7/2/24 Page 1 of 4
CITY COUNCIL POLICY: WRITTEN
COMMUNICATION
R e affirm e d : January 20, 2026 CC.07.17
California law prohibits the use of public resources for personal or political gain.
Chapter 1.04 of the Lake Forest Municipal Code prohibits the use of the City logo for commercial purposes. The City Council has determined that correspondence paid for with public funds or on City stationery or letterhead must relate to actual and authentic City business and must not purport to advance or advocate a policy not previously approved by the City Council. This policy establishes guidelines for City Council and use of City of Lake Forest stationery and letterhead by City Council Members.
1 Definitions .
1.1 City Council Correspondence.
City Council Correspondence is any written communication, including communications in facsimile or electronic format (e -mail), which is addressed to a City Council Member or authored by a City Council Member(s). Examples include, but are not limited to:
a) Correspondence addressed to the City Council, individual Council Members or the Mayor sent to a City facility or to City of Lake Forest e-mail accounts not clearly marked or identified as “personal” or “confidential, ”
b) Correspondence sent by the City Council, individual
Council Members or the Mayor regarding City business ,
c) Correspondence, except purely social or salutatory
correspondence, that identifies the author as a Council Member, elected official, or includes a City Council Members’ City of Lake Forest business card.
1.2 Social and Salutatory Correspondence.
Any Correspondence written by City Council Members or the Mayor conveying greetings, congratulations, gratitude or other similar sentiments to residents, business owners, government agencies or other persons or entities.
Item: 9
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City Council Policy: CC.07.17: Written Communication
Adopted by Minute Order 12/7/93
Amended by Minute Action 6/21/05; 10/21/14; 3/6/18; 7/5/23 Revised 7/2/24 Page 2 of 4
1.3 Letters of Recommendation.
Any Correspondence written by City Council Members or the Mayor recommending employment or admission to educational institutions, the United States Military, Peace Corps, or other service program.
1.4 Campaign Literature.
Any information delivered to the public designated to either further or injure a political campaign.
1.5 Official City Representation.
Any statement made by the City Council, Individual Council Members, or the Mayor which states, or which could reasonably be interpreted to state, a City policy, position, or commitment to action.
1.6 Declaration Letter .
A formal acknowledgement or a statement about a particular stance or opinion written on an official letterhead by no more than two Council Members.
2 Policy.
2.1 City Council Correspondence.
With the exception of e -mail, all outgoing City Council Correspondence shall be on City of Lake Forest stationery or letterhead maintained exclusively at City Hall and shall be signed by City Council Members or the Mayor. Copies of all City Council Correspondence shall be provided to the City Clerk for retention pursuant to the City’s Records and Retention Policy as authorized by State law. All City Council Correspondence sent to or from City of Lake Forest e-mail accounts shall be automatically retained by the City’s e-mail archive software pursuant to the City’s Records and Retention Policy.
Item: 9
153
City Council Policy: CC.07.17: Written Communication
Adopted by Minute Order 12/7/93
Amended by Minute Action 6/21/05; 10/21/14; 3/6/18; 7/5/23 Revised 7/2/24 Page 3 of 4
2.2 Social and Salutatory Correspondence.
The use of City stationery, including informal note cards or memo pads, by City Council Members or the Mayor is authorized for the purpose of social and/or salutatory correspondence, subject to the limitations of state law relative to mass mailings and/or campaign related communication. No copies of such correspondence are retained in the ordinary course of business and are not subject to the City’s Records and Retention Policy.
2.3 Campaign Literature.
No City of Lake Forest stationery, letterhead, or informal note cards or memo pads shall be used for Campaign Literature.
2.4 Official City Representations /Declaration Letters .
No individual City Council Member or the Mayor shall transmit any Correspondence containing an Official City Representation without authorization from the City Council to serve as spokesperson for this purpose. When otherwise presenting their individual opinions and positions, members of the City Council shall explicitly state they do not represent the City and will not allow the inference that they do.
Individual letterhead may be used to express the individual position of the Mayor or a City Council Member (i.e. Declaration Letter), subject to the limitations of state law relative to mass mailings and/or campaign related communication. Such correspondence shall be submitted to the City Clerk’s Office for review and placed on individual letterhead with footer language specifically noting the position or opinion set forth in the correspondence is solely that of the author and not that of the City or City C ouncil.
2.5 Letters of Recommendation.
Any letters of recommendation written by individual City Council Members or the Mayor shall be on City of Lake Forest stationery or letterhead maintained exclusively at City Hall and shall be signed by City Council Members or the Mayor. Copies of any letters of recommendation shall be provided to the City Clerk for retention pursuant to the City’s Records and Retention Policy as authorized by State law.
Item: 9
154
City Council Policy: CC.07.17: Written Communication
Adopted by Minute Order 12/7/93
Amended by Minute Action 6/21/05; 10/21/14; 3/6/18; 7/5/23 Revised 7/2/24 Page 4 of 4
3. Fair Political Practices Commission (FPPC) Compliance When city staff or other city resources are used to prepare letters or other writings, those writings are deemed an official communication from the City. Letters composed, copied, distributed, mailed or otherwise distributed by the City may not violate an y FPPC regulations. No more than 29 letters featuring the name and/or signature of an elected official shall be mailed or distributed by the City, per Council Member, per month. In a case where a letter is signed by all five members of the City Council, names of all elected officials in a roster where each name is the same size and font type is appropriate. See FPPC Reg. 18901 for more details or contact the City Clerk to review prior to composition and distribution of such letter.
4. Letters or Writing by Council Members at their Own Expense
Nothing in this policy shall prevent any individual member of the City Council from sending a letter that is created, composed, printed, copied and distributed entirely at his or her own expense regardless of the number of pieces distributed or mailed. No City staff or resources may be used in connection with such writings. The City logo may not be used however the writing may include the sender’s title such as “Mayor _______” or Council Member _______”
AUTHORIZED BY
Lake Forest City Council
January 20, 2026
Item: 9
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ATTACHMENT 3
Item: 9
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Item: 9
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 4/21/2026
DEPARTMENT: Public Works
SUBJECT:
CAPITAL IMPROVEMENT PLAN UPDATE
RECOMMENDED ACTION(S):
Receive and file.
EXECUTIVE SUMMARY:
The City is currently implementing sixty Capital Improvement Plan (“CIP”) projects, representing a total investment of approximately $55 million in the community. This report provides the third status update since the approval and adoption of City’s 2025-2032 Capital Improvement Plan (2025-2032 CIP”) on June 3, 2025, and summarizes the progress through March 31, 2026.
BACKGROUND:
On June 3, 2025, the City Council approved the City’s 2025-2032 Capital Improvement Plan (“2025-2032 CIP”). The first two-year cycle of the 2025-2032 CIP included forty-three capital projects worth over $38.5 million in infrastructure investment for the community (Attachment). In addition, the City is managing fifteen previously approved and ongoing projects representing an additional $16 million investment in the community.
On March 3, 2026, Council approved additional funding for one existing CIP project, and added two new CIP projects, for a total budget of $340,000 as part of the mid-year budget review. These additions resulted in an increase in the total number of projects within the CIP to sixty for a total investment of approximately $55 million.
DISCUSSION:
Since the previous CIP quarterly update, the following 4 Capital Improvement Projects have been completed:
1. Citywide Street Sidewalk Repairs
Item: 10
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2. Neighborhood Park Renovations – Vintage Park
3. Pickleball Analysis and Court Installation
4. Protected Permissive Left Turn Project- Phase 2 Study
With these completions, seventeen CIP projects have been completed since June 2025.
The following twelve projects are currently in various phases of construction:
1. Citywide Park Restroom Painting & Renovations
2. Jeronimo Road/ Lake Forest Drive Intersection Improvements (Lake Forest Traffic Mitigation- “LFTM”)
3. Rancho Parkway/ Lake Forest Drive Intersection Improvements (LFTM)
4. Rockfield Blvd./Los Alisos Blvd. Intersection Improvements (LFTM)
5. Bake Parkway and Trabuco Road Widening (LFTM)
6. Jeronimo Widening at El Toro
7. El Toro Raised Median from Jeronimo to Trabuco
8. El Toro Street Resurfacing from Jeronimo to Trabuco
9. Arterial Median Improvement – Trabuco at El Toro
10. Foothill Ranch Box Lacrosse Installation
11. Lake Forest Sports Park HVAC Replacement
12. Community Development Block Grant – APS Phase 5
The following 8 projects are tentatively scheduled to be awarded construction contracts or being advertised within the fourth quarter of FY 2025-2026:
1. Citywide Park Concrete Trail Repairs
2. Etnies Skate Park Energy Efficient LED Lighting
3. Lodge Pole and Metal Fence Repairs
4. Lake Forest Park Windscreen, Soccer Netting and Background Screening
5. Non-Arterial Streets Slurry Seal Zone D
6. Slurry Seal Civic Center
7. Peachwood Park Improvements
8. Nature and Lake Forest Parks Improvements
Designs for 8 other projects are in progress:
1. Los Alisos Blvd. and Muirlands Blvd. Intersection Improvements
2. Bake Parkway and Jeronimo Road Intersection Improvements
3. Bake Parkway and Toledo Way Intersection Improvements
4. Southwest Lake Forest Arterial Wall Enhancements
5. Bake Parkway Resurfacing
6. Nature Park Trail Connection to Meadows & County
7. Aliso Creek Drainage Repairs
Item: 10
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8. Foothill Ranch Park Slope Landscape Improvements
FISCAL IMPACT:
There is no fiscal impact associated with the recommended action.
ATTACHMENTS:
2025-2027 Capital Improvement Plan
Initiated By: Nazila Mokarram, Assistant Director of Public Works Submitted By: Douglas Erdman, Director of Public Works
Approved By: Debra Rose, City Manager
Item: 10
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Attachment
Item: 10
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