11.47 “Pipeline” as defined in these Local Guidelines depends on the context. Please see Local Guidelines Sections 3)y) and 3)3)z) for specific definitions.
11.48 “Private Project” means a project which will be carried out by a person other than a governmental agency, but which will need a discretionary approval from the City.
Private projects will normally be those listed in subsections (2) and (3) of Guidelines Section 11.49.
11.49 “Project” means the whole of an action or activity which may cause either a direct physical change in the environment, or a reasonably foreseeable indirect change in the environment, and is any of the following:
(1) A discretionary activity directly undertaken by the City including but not limited to public works construction and related activities, clearing or grading of land, or improvements to existing public structures. (2) A discretionary activity which involves a public agency’s issuance to a person of a lease, permit, license, certificate, or other entitlement for use, or which is supported, in whole or in part, through contracts, grants, subsidies, loans or other forms of assistance by the City.
(3) A discretionary project proposed to be carried out or approved by public agencies, including but not limited to the enactment and amendment of local General Plans or elements thereof, the enactment of zoning ordinances, the issuance of zoning variances, the issuance of conditional use permits and the approval of tentative subdivision maps.
The presence of any real degree of control over the manner in which a project is completed makes it a discretionary project.
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) DEFINITIONS
2026 City of Lake Forest Guidelines 11-10 ©Best Best & Krieger LLP The term “project” refers to the activity which is being approved and which may be subject to several discretionary approvals by governmental agencies. The term “project” does not mean each separate governmental approval.
11.50 “Project-Specific Effects” means all the direct or indirect environmental effects of a project other than cumulative effects and growth-inducing effects. (Public Resources Code section 21065.3; State CEQA Guidelines section 15191(j).)
11.51 “Public Water System” means a system for the provision of piped water to the public for human consumption that has 3000 or more service connections. A public water system includes all of the following: (A) Any collection, treatment, storage, and distribution facility under control of the operator of the system which is used primarily in connection with the system; (B) Any collection or pretreatment storage facility not under the control of the operator that is used primarily in connection with the system; (C) Any person who treats water on behalf of one or more public water systems for the purpose of rendering it safe for human consumption. (State CEQA Guideline Section 15155.)
11.52 “Residential” means a use consisting of either of the following: (1) Residential units only. (2) Residential units and primarily neighborhood-serving goods, services, or retail uses that do not exceed 15 percent of the total floor area of the project. Residential, pursuant to State CEQA Guidelines section 21159.24, shall mean a use consisting of either of the following:
(1) Residential units only.
(2) Residential units and primarily neighborhood-serving goods, services, or retail uses that do not exceed 25 percent of the total building square footage of the project.
11.53 “Responsible Agency” means a public agency which proposes to carry out or approve a project for which a Lead Agency has prepared the environmental documents. For the purposes of CEQA, the term “Responsible Agency” includes all federal, state, regional and local public agencies other than the Lead Agency which have discretionary approval power over the project.
11.54 “Riparian Areas” mean those areas transitional between terrestrial and aquatic ecosystems and that are distinguished by gradients in biophysical conditions, ecological processes, and biota. A riparian area is an area through which surface and subsurface hydrology connect waterbodies with their adjacent uplands. A riparian area includes those portions of terrestrial ecosystems that significantly influence exchanges of energy and matter with aquatic ecosystems. A riparian area is adjacent to perennial, intermittent, and ephemeral streams, lakes, and estuarine- marine shorelines.
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) DEFINITIONS
2026 City of Lake Forest Guidelines 11-11 ©Best Best & Krieger LLP
11.55 “Roadway” means a roadway as defined pursuant to Section 530 of the Vehicle Code and the previously graded and maintained shoulder that is within a roadway right-of-way of no more than five feet from the edge of the roadway.
11.56 “Significant Effect” means a substantial, or potentially substantial, adverse change in any of the physical conditions within the area affected by the activity including land, air, water, minerals, flora, fauna, ambient noise, and objects of historic or aesthetic significance. A social or economic change related to a physical change may be considered in determining whether the physical change is significant.
11.57 “Significant Value as Wildlife Habitat” includes wildlife habitat of national, statewide, regional, or local importance; habitat for species protected by the federal Endangered Species Act of 1973 (16 U.S.C. Sec. 1531, et seq.), the California Endangered Species Act (Chapter 1.5 (commencing with Section 2050) of Division 3 of the Fish and Game Code), or the Native Plant Protection Act (Chapter 10 (commencing with Section 1900) of Division 2 of the Fish and Game Code); habitat identified as candidate, fully protected, sensitive, or species of special status by local, state, or federal agencies; or habitat essential to the movement of resident or migratory wildlife.
11.58 “Special Use Airspace” means the land area underlying the airspace that is designated for training, research, development, or evaluation for a military service, as that land area is established by the United States Department of Defense Flight Information Publication, “Area Planning: Special Use Airspace: North and South America (AP/1A)” published by the United States National Imagery and Mapping Agency or its successor.
11.59 “Staff” means the City Manager, the Development Services Director, or his or her designee.
11.60 “Standard” means a standard of general application that is all of the following:
(1) A quantitative, qualitative or performance requirement found in a statute, ordinance, resolution, rule, regulation, order, or other standard of general application;
(2) Adopted for the purpose of environmental protection; (3) Adopted by a public agency through a public review process; (4) Governs the same environmental effect which the change in the environment is impacting; and Governs the jurisdiction where the project is located.
The definition of “standard” includes any thresholds of significance adopted by the City which meet the requirements of this Section.
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) DEFINITIONS
2026 City of Lake Forest Guidelines 11-12 ©Best Best & Krieger LLP If there is a conflict between standards, the City shall determine which standard is appropriate based upon substantial evidence in light of the whole record.
11.61 “State CEQA Guidelines” means the Guidelines for Implementation of the California Environmental Quality Act as adopted by the Secretary of the California Resources Agency as they now exist or hereafter may be amended. (California Administrative Code, Title 14, Sections 15000, et seq.)
11.62 “Substantial Evidence” means reliable information on which a fair argument can be based to support an inference or conclusion, even though another conclusion could be drawn from that information. “Substantial evidence” includes facts, reasonable assumptions predicated upon facts, and expert opinion supported by facts. “Substantial evidence” does not include argument, speculation, unsubstantiated opinion or narrative, evidence which is clearly inaccurate or erroneous, or evidence of social or economic impacts which do not contribute to, or are not caused by, physical impacts on the environment.
11.63 “Sustainable Communities Strategy” is an element of a Regional Transportation Plan, which must be adopted by the metropolitan planning organization for the region. (See Local Guidelines Section 11.36.) The Sustainable Communities Strategy is an integrated land use and transportation plan intended to reduce greenhouse gases. The Sustainable Communities Strategy includes various components such as: consideration of existing densities and uses within the region, identification of areas within the region that can accommodate an eight-year projection of the region’s housing needs, development of projections for growth in the region, identification of existing transportation networks, and preparation of a forecast for development pattern for the region that can be integrated with transportation networks.
11.64 “Tiering” means the coverage of general matters in broader EIRs (such as on general plans or policy statements) with subsequent narrower EIRs or ultimately site-specific EIRs incorporating by reference the general discussions and concentrating solely on the issues specific to the EIR subsequently prepared.
Tiering is appropriate when the sequence of EIRs is:
(1) From a general plan, policy, or program EIR to a program, plan, or policy EIR of lesser scope or to a site-specific EIR;
(2) From an EIR on a specific action at an early stage to a subsequent EIR or a supplement to an EIR at a later stage. Tiering in such cases is appropriate when it helps the Lead Agency to focus on the issues which are ripe for decision and exclude from consideration issues already decided or not yet ripe.
(Public Resources Code §§ 21003, 21061 and 21100.)
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) DEFINITIONS
2026 City of Lake Forest Guidelines 11-13 ©Best Best & Krieger LLP
11.65 “Transit Priority Area” means an area within one-half mile of a major transit stop that is existing or planned, if the planned stop is schedule to be completed within the planning horizon included in a Transportation Improvement Program adopted pursuant to Section 450.216 or 450.322 of Title 23 of the Code of Federal Regulations.
11.66 “Transit Priority Project” means a mixed use project that is consistent with the general use designation, density, building intensity, and applicable policies specified for the project area in either a sustainable communities strategy or an alternative planning strategy for which for which the California Air Resources Board has accepted a metropolitan planning organization’s determination that the sustainable communities strategy or the alternative planning strategy would, if implemented, achieve the greenhouse gas emission reduction targets. Such a project may be exempt from CEQA if a detailed laundry list of requirements is met.
To qualify for the exemption, the Transit Priority Project must:
(1) contain at least 50 percent residential use based on total building square footage
(2) if the project contains between 26 percent and 50 percent non-residential uses, the floor-to-area ratio (FAR) must be at least 0.75; (3) have a minimum net density of 20 dwelling units per acre; (4) be located within a half mile of a major transit stop or high-quality transit corridor included in a regional transportation plan; and (5) meet all the requirements of Public Resources Code section 21155.1.
11.67 “Transportation Facilities” includes major local arterials and public transit within five (5) miles of the project site and freeways, highways, overpasses, on-ramps, off- ramps, and rail transit service within ten (10) miles of the project site.
11.68 “Tribal Cultural Resources” are either of the following:
(1) Sites, features, places, cultural landscapes, sacred places, and objects with cultural value to a California Native American tribe that are either of the following:
(a) Included or determined to be eligible for inclusion in the California Register of Historical Resources.
(b) Included in a local register of historic resources as defined in subdivision (k) of Section 5020.1.
(2) A resource determined by the lead agency, in its discretion and supported by substantial evidence, to be significant pursuant to criteria set forth in subdivision (c) of Section 5024.1. In applying the criteria set forth in Item: 14
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) DEFINITIONS
2026 City of Lake Forest Guidelines 11-14 ©Best Best & Krieger LLP subdivision (c) of Section 5024.1 for the purposes of this definition, the lead agency shall consider the significance of the resource to a California Native American tribe.
A cultural landscape that meets the criteria set forth above is a tribal cultural resource to the extent that the landscape is geographically defined in terms of the size and scope of the landscape.
A historic resource described in Section 21084.1, a unique archaeological resource as defined in subdivision (g) of Section 21083.2, or a “nonunique archaeological resource” as defined in subdivision (h) of Section 21083.2 may also be a tribal cultural resource if it conforms with the criteria of Tribal cultural resources.
11.69 “Trustee Agency” means a State agency having jurisdiction by law over natural resources affected by a project which are held in trust for the people of the State of California. Trustee Agencies may include, but are not limited to, the following:
(1) The California Department of Fish and Wildlife (“DFW”) with regard to the fish and wildlife of the state, designated rare or endangered native plants, and game refuges, ecological reserves, and other areas administered by DFW.
(2) The State Lands Commission with regard to state owned “sovereign” lands such as the beds of navigable waters and state school lands. (3) The State Department of Parks and Recreation with regard to units of the State Park System.
(4) The University of California with regard to sites within the Natural Land and Water Reserve System.
(5) The State Water Resources Control Board with respect to surface waters.
11.70 “Urbanized Area” means either of the following: (1) an incorporated city that either by itself or in combination with two contiguous incorporated cities has a population of at least 100,000 persons; or (2) an unincorporated area that meets the requirements set forth in (A) and (B) below.
(A) The unincorporated area must meet one of the following location or density requirements:
(1) the unincorporated area must be:
(i) completely surrounded by one or more incorporated cities, Item: 14
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) DEFINITIONS
2026 City of Lake Forest Guidelines 11-15 ©Best Best & Krieger LLP (ii) have a population level of at least 100,000 persons either by itself or in combination with the surrounding incorporated city or cities, and
(iii) have a population density that at least equals the population density of the surrounding city or cities; or
(2) the unincorporated area must be located within an urban growth boundary and have an existing residential population of at least 5,000 persons per square mile. For purposes of this subparagraph, an “urban growth boundary” means a provision of a locally adopted general plan that allows urban uses on one side of the boundary and prohibits urban uses on the other side.
(B) The board of supervisors with jurisdiction over the unincorporated area must have taken the following steps:
(1) The board has prepared a draft document by which the board would find that the general plan, zoning ordinance, and related policies and programs applicable to the unincorporated area are consistent with principles that:
(i) encourage compact development in a manner that promotes efficient transportation systems, economic growth,
affordable housing, energy efficiency, and an appropriate balance of jobs and housing, and
(ii) protects the environment, open space, and agricultural areas. (2) The board has submitted the draft document to LCI and allowed LCI thirty days to submit comments on the draft findings to the board. (3) No earlier than thirty days after submitting the draft document to LCI, the board has adopted a final finding in substantial conformity with the draft finding described in the draft document referenced above in (B)(1).
11.71 “Water Acquisition Plans” means any plans for acquiring additional water supplies prepared by the public water system or a city or county lead agency pursuant to subdivision (a) of section 10911 of the Water Code.
11.72 “Water Assessment” or “Water Supply Assessment” means the water supply assessment that must be prepared by the governing body of a public water system, or the City, pursuant to and in compliance with sections 10910 to 10915 of the Water Code, and that includes, without limitation, the elements of the assessment required to comply with subdivisions (d), (e), (f), and (g) of section 10910 of the Water Code.
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) DEFINITIONS
2026 City of Lake Forest Guidelines 11-16 ©Best Best & Krieger LLP
11.73 “Water Demand Project” means any one of the following:
(1) A residential development of more than 500 dwelling units; (2) A shopping center or business establishment employing more than 1,000 persons or having more than 500,000 square feet of floor space; (3) A commercial office building employing more than 1,000 persons or having more than 250,000 square feet of floor space;
(4) A hotel or motel, or both, having more than 500 rooms; (5) An industrial, manufacturing, or processing plant, or industrial park planned to house more than 1,000 persons, occupying more than 40 acres of land, or having more than 650,000 square feet of floor area;
(6) Except, a proposed photovoltaic or wind energy generation facility approved on or after October 8, 2011, is not a Water Demand Project if the facility would demand no more than 75 acre-feet of water annually. (7) A mixed-use project that includes one or more of the projects specified in subdivisions (1); (2), (3), (4), (5), (6) and (8);
(8) A project that would demand an amount of water equivalent to, or greater than, the amount of water; required by a 500 dwelling unit project; (9) For public water systems with fewer than 5,000 service connections, a project that meets the following criteria:
(a) A proposed residential, business, commercial, hotel or motel, or industrial development that would account for an increase of 10 percent or more in the number of a public water system’s existing service connections; or
(b) A mixed-use project that would demand an amount of water equivalent to, or greater than, the amount of water required by residential development that would represent an increase of 10 percent or more in the number of the public water system’s existing service connections. (State Guideline Section 15155.)
11.74 “Waterway” means a bay, estuary, lake, pond, river, slough, or a perennial, intermittent, or ephemeral stream, lake, or estuarine-marine shoreline.
11.75 “Wetlands” has the same meaning as that term is construed in the regulations issued by the United States Army Corps of Engineers pursuant to the Clean Water Act. Thus, “wetlands” means areas that are inundated or saturated by surface or ground water at a frequency and duration sufficient to support, and that under normal circumstances do support, a prevalence of vegetation typically adapted for Item: 14
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) DEFINITIONS
2026 City of Lake Forest Guidelines 11-17 ©Best Best & Krieger LLP life in saturated soil conditions. Wetlands generally include swamps, marshes, bogs, and similar areas. (Public Resources Code section 21159.21(d), incorporating Title 33, Code of Federal Regulations, Section 328.3.)
11.76 “Wildlife Habitat” means the ecological communities upon which wild animals, birds, plants, fish, amphibians, and invertebrates depend for their conservation and protection. (Public Resources Code section 21159.21.)
11.77 “Zoning Approval” means any enactment, amendment, or appeal of a zoning ordinance; granting of a conditional use permit or variance; or any other form of land use, subdivision, tract, or development approval required from the city or county having jurisdiction to permit the particular use of the property.
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) FORMS
2026 City of Lake Forest Guidelines 12-1 ©Best Best & Krieger LLP 12) FORMS
See Forms A-S which accompany these Guidelines.
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) COMMON ACRONYMS
2026 City of Lake Forest Guidelines 13-1 ©Best Best & Krieger LLP 13) COMMON ACRONYMS
ADEIR – Administrative Draft Environmental Impact Report AQMD – Air Quality Management District
AQMP – Air Quality Management Plan
AR – Administrative Record
ARB – Air Resources Board
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BMP – Best Management Practices
BO – Biological Opinion
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Cal EPA – California Environmental Protection Agency
CAP – Climate Action Plan
CCAA – California Clean Air Act
CCR – California Code of Regulations (Title 14 Sections 15000 et seq CE – Categorical Exclusion (NEPA)
CESA – California Endangered Species Act
CEQA – California Environmental Quality Act
CFR – Code of Federal Regulations
CMP – Congestion Management Plan
CRWQCB – California Regional Water Quality Control Board **************************************************
DEIR – Draft Environmental Impact Report
DFW – Department of Fish and Wildlife
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EA – Environmental Assessment (NEPA term)
EIR – Environmental Impact Report
EIS – Environmental Impact Statement (NEPA term)
EPA – Environmental Protection Agency
ESA – Endangered Species Act; Environmental Site Assessment **************************************************
FCAA – Federal Clean Air Act
FEIR – Final Environmental Impact Report
FOIA – Freedom of Information Act (Federal)
FONSI – Finding of No Significant Impact (NEPA term)
FWS – Fish and Wildlife Service
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GHG – Greenhouse Gas
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) COMMON ACRONYMS
2026 City of Lake Forest Guidelines 13-2 ©Best Best & Krieger LLP GW – Ground Water
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HH&E – Human Health and Environment
HRA – Health Risk Assessment
HS – Hazardous Substance
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IS – Initial Study
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LADD – Lifetime Average Daily Dose; Lowest Acceptable Daily Dose LEA – Local Enforcement Agency
LCI – Office of Land Use and Climate Innovation (formerly Office of Planning and Research or OPR)
LESA – Land Evaluation and Site Assessment
LUFT – Leaking Underground Fuel Tank
LUST – Leaking Underground Storage Tanks
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MEIR – Master Environmental Impact Report
MMRP – Mitigation Monitoring and Reporting Plan
MPO – Metropolitan Planning Organization
MND – Mitigated Negative Declaration
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ND – Negative Declaration
NEPA – National Environmental Policy Act
NOA – Notice of Availability
NOC – Notice of Completion
NOD – Notice of Determination
NOE – Notice of Exemption
NOI – Notice of Intent
NOP – Notice of Preparation
NOV – Notice of Violation
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PEIR – Program Environmental Impact Report
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Local Guidelines for Implementing the
California Environmental Quality Act (2026) COMMON ACRONYMS
2026 City of Lake Forest Guidelines 13-3 ©Best Best & Krieger LLP PM – Particulate Matter
PRA – Public Records Act
PSA – Permit Streamlining Act
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RCRA – Resource Conservation and Recovery Act (1976) Governs definition, handling, and disposal of hazardous waste
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SCH – State Clearinghouse
SEIR – Supplemental or Subsequent Environmental Impact Report SMARA – Surface Mining and Reclamation Act
SWMP – Stormwater Monitoring Program
SWPPP – Stormwater Pollution Prevention Program
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TCM – Transportation Control Measure
TCP – Transportation Control Plan
TDS – Total Dissolved Solids
TMP – Transportation Management Plan
Title V – refers to Title V of the Clean Air Act related to ambient air quality provisions TLV – Threshold Limit Value
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UBC – Uniform Building Code
UFC – Uniform Fire Code
UGST – Underground Storage Tank
USDW – Underground Source of Drinking Water
UWMP – Urban Water Management Plan
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VOC – Volatile Organic Compounds (Health & Safety Code, Section 25123.6.) VOS – Vehicle Operating Survey
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WQS – Water Quality Standard
WSA – Water Supply Assessment
WTP – Water Treatment Plant
WWTP – Wastewater Treatment Plan
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/16/2026
DEPARTMENT: Information Technology
SUBJECT:
AWARD OF CONTRACT FOR CLOSED-CIRCUIT TELEVISION (CCTV)
MAINTENANCE AND SUPPORT
RECOMMENDED ACTION(S):
1. Award a Professional Services Agreement for Closed-Circuit Television Services in the amount of $165,000 to Am-Tec Total Security Inc.
2. Authorize the Mayor to sign, and the City Clerk to attest, the award of contract to Am-Tec Total Security Inc. substantially in the form attached.
EXECUTIVE SUMMARY:
The City of Lake Forest (“City”) operates Closed-Circuit Television (“CCTV”) systems at the Lake Forest Civic Center, the Lake Forest Sports Park & Recreation Center (“Sports Park”), Etnies Skate Park of Lake Forest, and El Toro and Heroes Park, pursuant to operational practices and in compliance with California state law. These systems provide critical security, situational awareness, and public safety monitoring across municipal facilities. A substantial portion of the City’s technology infrastructure relies on these systems to preserve asset security, improve public safety, and maintain reliable facility monitoring throughout the city.
The City’s current agreement with Convergint Technologies for CCTV maintenance and services is set to expire on June 30, 2026. To ensure continuity of system administration and maintenance services, the City released a Request for Proposal (“RFP”) in January 2026, seeking qualified firms to manage the security infrastructure. Five firms submitted proposals in response to the RFP.
Consistent with the City’s Purchasing and Contracting Guidelines (“Purchasing Guidelines”), proposals were evaluated through a three-phase review process consisting of a technical proposal review, qualifications interview, and cost proposal evaluation.
Following completion of the evaluation process, staff determined that Am-Tec Total Security, Inc. (“Am-Tec”) was the most qualified firm based on the firm's comprehensive enterprise grade solutions, local public sector experience, regional technical support capabilities, and overall responsiveness to the City’s Item: 15
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security infrastructure needs. Staff recommend awarding the proposed Professional Services Agreement (“Proposed Agreement”) for CCTV Maintenance and Support to Am-Tec (Attachment 1). The Proposed Agreement term is for three years with two optional one-year extensions, and a total compensation amount of $165,000.
The Proposed Agreement was prepared by the Information Technology department and has been approved as to form by the City Attorney. The 2025- 2027 Operating Budget includes sufficient funds for the services.
BACKGROUND:
CCTV
Pursuant to the City’s operational practices and compliance with California state law, the City operates CCTV systems at five locations: the Lake Forest Civic Center, Sports Park, Etnies Skate Park of Lake Forest, and El Toro and Heroes Park. The maintenance and support program provides routine hardware troubleshooting, software updates, and technical assistance to ensure continuous operational uptime, while also addressing emergency repairs and component replacements. The program supports the City’s broader infrastructure and public safety goals by safeguarding municipal investments, protecting community assets, and ensuring dependable surveillance network performance.
Service Provider
On June 30, 2021, the City Manager approved a Professional Services Agreement with Convergint Technologies for CCTV maintenance and services.
The current Agreement is set to expire June 30, 2026.
DISCUSSION:
The City Manager reviewed and approved an RFP for Closed-Circuit Television Services, which was released on January 05, 2026. The solicitation was posted on OpenGov, the City’s electronic procurement management system. Five proposals were received in response to the RFP from the following firms:
1) Am-Tec
2) GA Technical Services, Inc.
3) Intercom Clock & Signal Service
4) Siemens Industry, Inc.
5) Boyd Brothers Security, Inc.
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Consistent with the City’s Purchasing and Contracting Guidelines (“Purchasing Guidelines”), staff assembled a selection committee approved by the City Manager to review proposals and participate in the interview phase of the selection process. Three evaluators were a part of the Technical and Qualifications Review of each proposal. The Selection Committee was comprised of the following staff:
1) Deputy City Manager
2) Information Technology Analyst
3) Recreation Supervisor
Review Process
The review process is comprised of three phases: the Technical Review of written proposals, the Qualifications Interview, and the Revised Cost Proposal evaluation. A firm must receive an average of 60 points (60%) or higher in the Technical Review phase to move on to the Qualifications Interview phase. Three firms scored an average of 60 points or higher on the Technical Proposal Review. To ensure a fair process, staff included two additional firms that came significantly close to the 60-point threshold. The results of the Technical Review phase are summarized in Table 1below.
Table 1: Technical Review Phase Scoring
Vendor Evaluator 1 Evaluator 2 Evaluator 3 Total Score
(Max Score 100)
Siemens Industry, Inc. 82.5 81 86.5 83.33
Am-Tec Total Security, Inc. 76 71.5 68 71.83
Boyd Brothers Security Inc. 65 83 62 70
Intercom Clock & Signal Service 37 73.5 66 58.83
GA Technical Services, Inc. 68.5 52 55 58.5
Pursuant to the City’s Purchasing Guidelines, the City invited the firms that scored a minimum of 60 points, as well as firms that scored close to the 60-point threshold, for an interview to discuss their respective approaches to the requested services. All five firms were invited to an interview. However, Boyd Brothers Security Inc. was unresponsive to interview invitations; therefore, staff did not advance the firm further in the selection process.
Interviews were conducted on March 26, 2026. Following the Qualifications Interviews and subsequent scoring by the Selection Committee, the Purchasing Coordinator reviewed the cost proposals. The Qualifications Interview and Cost Proposal Evaluation phase scoring is reflected in Table 2.
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Table 2: Qualifications Interviews and Cost Proposal Review Phase Scoring Vendor Evaluator 1 Evaluator 2 Evaluator 3 Total Score
(Max Score 200)
Am-Tec Total Security, Inc. 173 169 157.8 166.6
Intercom Clock & Signal Service 152.2 155.4 132.2 146.6 Siemens Industry, Inc. 120.8 110.4 104.8 112
GA Technical Services, Inc. 67.2 89.6 83.2 80
Including the cost proposal component, Am-Tec received the highest ranking in the proposal review process. Table 3 shows the total cost for the firms that made it to the Qualifications Interview and Cost Proposal Evaluation phase.
Table 3: Proposed Compensation
Firm Total Compensation
Am-Tec Total Security, Inc. $106,125.00
Intercom Clock & Signal Service $107,145.00
Siemens Industry, Inc. $178,624.00
GA Technical Services, Inc. $87,892.20
Recommended Consultant – Am-Tec
Founded over 35 years ago as a small, family-run business in Chino, California, Am-Tec Security has grown into a leading security provider for Southern California and neighboring states. Staff believe the firm provided the most comprehensive enterprise grade solutions, local public sector experience, regional technical support capabilities, and overall responsiveness to the City’s security infrastructure needs. These qualities differentiated Am-Tec from other consultants. Staff conducted a reference check with other agencies that have contracted with Am-Tec and found the reference check to be positive and overall indicative of an effective and useful service offering (Attachment 2).
Staff recommend the City Council award the Proposed Agreement to Am-Tec Total Security Inc. with a compensation amount of $165,000. The Proposed Agreement was prepared by the Information Technology Division staff and has been reviewed by the City Attorney and approved as to form. The term of the Proposed Agreement is for three-years with two optional one-year extensions.
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FISCAL IMPACT:
The Proposed Agreement includes a total compensation amount of $165,000.
The term of the Proposed Agreement is for three-years with two optional one- year extensions. Sufficient funds are included in the 2025-2027 Operating Budget to cover the costs of the recommended action.
ATTACHMENTS:
1) Attachment 1 – Proposed Agreement with Am-Tec Total Security Inc. 2) Attachment 2 – Reference Check for Am-Tec Total Security Inc.
Initiated By: Amir Moussavinejad, Information Technology Analyst Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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CCTV SECURITY CAMERA MAINTENANCE AND SUPPORT
(2026-067)
City of Lake Forest
100 Civic Center Dr.
Lake Forest, CA 92630
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
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City of Lake Forest
Agreement for Maintenance Services
CCTV Security Camera Maintenance and Support
I. PARTIES AND DATE. ................................ ................................ ..............
II. RECITALS. ................................ ................................ ..............................
III. TERMS................................. ................................ ................................ ..
IV. SIGNATURES. ................................ ................................ ........................
V. EXHIBIT "A" SCOPE OF MAINTENANCE SERVICES ................................ ..
VI. EXHIBIT "B" - SCHEDULE OF SERVICES ................................ ..................
VII. EXHIBIT "C" - COMPENSATION ................................ ..............................
VIII. EXHIBIT "D" - INSURANCE REQUIREMENTS ................................ ...........
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
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Title: CCTV Security Camera Maintenance and Support
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, located at 100 Civic Center Drive, Lake Forest 92630 (“City”) and Am-Tec Total Security, Inc., a California Corporation (Inc.) , with its principal place of business at 4075 Schaefer Avenue, Chino CA, 91710 (“Contractor”). City and Contractor are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
696
Title: CCTV Security Camera Maintenance and Support
4 2. RECITALS.
2.1. Contractor.
Contractor desires to perform and assume responsibility for the provision of certain CCTV Security Camera Maintenance and Support maintenance services required by the City which shall be performance in accordance with the terms and conditions set forth in this Agreement and all plans, specifications and other contract documents attached to or incorporated into this Agreement. Contractor represents that it is experienced in providing CCTV Security Camera Maintenance and Support maintenance services to public clients, that it and its employees or subcontractors have all necessary licenses and permits to perform the Services in the State of California, and that it is familiar with the plans of City.
2.2. Project.
City desires to engage Contractor to render such services for the CCTV Security Camera Maintenance and Support project (“Project”) as set forth in this Agreement.
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
697
Title: CCTV Security Camera Maintenance and Support
5 3. TERMS.
3.1. Scope of Services and Term.
3.1.1 General Scope of Services. Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the CCTV Security Camera Maintenance and Support maintenance 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 July 1, 2026 to June 30, 2029, 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 two (2) 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. Responsibilities of Contractor.
3.2.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Contractor or under its supervision. Contractor will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Contractor on an independent contractor basis and not as an employee. Contractor retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Contractor shall also not be employees of City and shall at all times be under Contractor’s exclusive direction and control. Neither City, or any of its officials, officers, directors, employees or agents shall have control over the conduct of Contractor or any of Contractor’s officers, employees or agents, except as set forth in this Agreement.
Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.
3.2.2 Schedule of Services. Contractor shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit “B” attached hereto and incorporated herein by reference. Contractor represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Contractor’s conformance with the Schedule, City shall respond to Contractor’s submittals in a timely manner. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.
3.2.3 Conformance to Applicable Requirements. All work prepared by Contractor shall be subject to the approval of City.
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
698
Title: CCTV Security Camera Maintenance and Support
6 3.2.4 City’s Representative. The City hereby designates Keith Neves, Assistant 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 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.
3.2.5 Contractor’s Representative. Contractor hereby designates Ruth Torok, President, or his or her designee, to act as its representative for the performance of this Agreement (“Contractor’s Representative”). Contractor’s Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor’s Representative shall supervise and direct the Services, using his 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.
3.2.6 Coordination of Services. Contractor agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, Contractors and other staff at all reasonable times.
3.2.7 Standard of Care; Performance of Employees. Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by contractors and/or professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the discipline necessary to perform the Services. Contractor warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor’s failure to comply with the standard of care provided for herein. Any employee of the Contractor or its sub-contractors who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the 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 Contractor and shall not be re-employed to perform any of the Services or to work on the Project.
3.2.8 Laws and Regulations. Contractor shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Contractor shall be liable for all violations of such laws and regulations in connection with Services. If the Contractor performs any work knowing it to be contrary to such laws, rules and Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
699
Title: CCTV Security Camera Maintenance and Support
7 regulations, Contractor shall be solely responsible for all costs arising therefrom. Contractor shall defend, indemnify and hold City, its officials, directors, officers, employees and agents 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.
3.2.9 Safety. Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as 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 subcontractors, 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.
3.2.10 Labor
3.2.10.1 Prevailing Wages. Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. 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, Contractor agrees to fully comply with such Prevailing Wage Laws. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Contractor shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Contractor’s principal place of business and at the project site. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.2.10.2 Registration. If the Services are being performed as part of an applicable “public works” or “maintenance” project, then pursuant to Labor Code sections 1725.5 and 1771.1, Contractor and all subcontractors must be registered with the Department of Industrial Relations (“DIR”). Contractor shall maintain registration for the duration of the project and require the same of any subcontractors. 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. Notwithstanding the foregoing, the contractor registration requirements mandated by Labor Code Sections 1725.5 and 1771.1 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Sections 1725.5 and 1771.1.
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
700
Title: CCTV Security Camera Maintenance and Support
8 3.2.10.3 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 Contractor shall therefore comply with such Labor Code sections to the fullest extent required by law.
3.2.11 Insurance. Contractor agrees to procure and maintain, at Contractor’s expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Contractor shall require all subcontractors to carry the same policies and limits of insurance that the Contractor is required to maintain, unless otherwise approved in writing by the City.
3.2.12 Bonds.
3.2.12.1 Performance Bond. If specifically requested by City in Exhibit “C” attached hereto and incorporated herein by reference, Contractor shall execute and provide to City concurrently with this Agreement a Performance Bond in the amount of the total, not-to-exceed compensation indicated in this Agreement, and in a form provided or approved by the City. If such bond is required, no payment will be made to Contractor until it has been received and approved by the City.
3.2.12.2 Payment Bond. If required by law or otherwise specifically requested by City in Exhibit “C” attached hereto and incorporated herein by reference, Contractor shall execute and provide to City concurrently with this Agreement a Payment Bond in the amount of the total, not-to- exceed compensation indicated in this Agreement, and in a form provided or approved by the City. If such bond is required, no payment will be made to Contractor until it has been received and approved by the City.
3.2.12.3 Bond Provisions. Should, in City’s sole opinion, any bond become insufficient or any surety be found to be unsatisfactory, Contractor shall renew or replace the affected bond within 10 days of receiving notice from City. In the event the surety or Contractor intends to reduce or cancel any required bond, at least thirty (30) days prior written notice shall be given to the City, and Contractor shall post acceptable replacement bonds at least ten (10) days prior to expiration of the original bonds. No further payments shall be deemed due or will be made under this Agreement until any replacement bonds required by this Section are accepted by the City. To the extent, if any, that the total compensation is increased in accordance with the Agreement, the Contractor shall, upon request of the City, cause the amount of the bonds to be increased accordingly and shall promptly deliver satisfactory evidence of such increase to the City. To the extent available, the bonds shall further provide that no change or alteration of the Agreement (including, without limitation, an increase in the total compensation, as referred to above), extensions of time, or modifications of the time, terms, or conditions of payment to the Contractor, will release the surety. If the Contractor fails to furnish any required bond, the City may terminate this Agreement for cause.
3.2.12.4 Surety Qualifications. Only bonds executed by an admitted surety insurer, as defined in Code of Civil Procedure Section 995.120, shall be accepted. The surety must be a California-admitted surety and satisfactory to the City. If a California-admitted surety insurer issuing bonds does not meet these requirements, the insurer will be considered qualified if it is in conformance with Section 995.660 of the California Code of Civil Procedure, and proof of such is provided to the City.
3.2.13 Water Quality Management and Compliance.
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
701
Title: CCTV Security Camera Maintenance and Support
9 3.2.13.1 Storm Water Management. Storm, surface, ground, nuisance, or other waters may be encountered at various times during the Services. Contractor hereby acknowledges that it has investigated the risk arising from such waters, has prepared its Bid accordingly, and assumes any and all risks and liabilities arising therefrom.
3.2.13.2 Compliance with Water Quality Laws, Ordinances and Regulations. Contractor 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 discharges of 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. Contractor shall additionally comply with the lawful requirements of the City, and any other municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regarding discharges of storm water to separate storm drain systems or other watercourses, including applicable requirements in municipal storm water management programs.
3.2.13.3 Compliance with DAMP and LIP. In addition to compliance with the laws, ordinances and regulations listed in paragraph 3.2.13.2, Contractor must comply with all applicable requirements of the Orange County Drainage Area Management Plan (“DAMP”) and the City of Lake Forest Local Implementation Plan (“LIP”). Both documents contain Model Maintenance Procedures with Best Management Practices (“BMPs”). These Model Maintenance Procedures contain pollution prevention and source control techniques to minimize the impact of those activities upon dry-weather urban runoff, stormwater runoff, and receiving water quality. Contractor shall be familiar the DAMP, and the LIP and shall 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
3.2.13.4 Standard of Care. Contractor 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 3.2.13.2 and 3.2.13.3 of this Agreement. Contractor further warrants that it, its employees and subcontractors will receive adequate training, as determined by the City, regarding the requirements of the laws, regulations and policies described in Sections 3.2.13.2 and 3.2.13.3 of this Agreement as they may relate to the Services.
3.2.13.5 Liability for Non-compliance.
(A) Indemnity: Failure to comply with laws, regulations, standards and ordinances listed in Sections 3.2.13.2, 3.2.13.3, and 3.2.13.4 of this Agreement is a violation of federal and state law. Notwithstanding any other indemnity contained in this Agreement, Contractor agrees to indemnify and hold harmless the City, its officials, officers, agents, employees and authorized volunteers Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
702
Title: CCTV Security Camera Maintenance and Support
10 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 in Sections 3.2.13.2, 3.2.13.3, and 3.2.13.4 of this Agreement 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 Contractor’s failure to comply with any applicable water quality law, regulation, or policy. Contractor 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 Contractor for delay in completing the Services caused by Contractor’s failure to comply with the laws, regulations, policies and standards described in Sections 3.2.13.2, 3.2.13.3 and 3.2.13.4 of this Agreement, or any other relevant water quality law, regulation, or policy.
3.3. Fees and Payments.
3.3.1 Compensation. 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 ONE HUNDRED SIXTY FIVE THOUSAND DOLLARS ($165,000.00) without written approval of City’s City Council. 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. Contractor shall submit to City a monthly itemized invoice which indicates work completed and hours of Services rendered by Contractor. 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 Contractor’s fees, the City shall give written notice to Contractor within thirty (30) days of receipt of an invoice of any disputed fees set forth therein.
3.3.3 Reimbursement for Expenses. Contractor shall not be reimbursed for any expenses unless authorized in writing by City.
3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Contractor shall not perform, nor be compensated for, Extra Work without written authorization from the City.
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.”
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
703
Title: CCTV Security Camera Maintenance and Support
11 3.4. Accounting Records.
3.4.1 Maintenance and Inspection. Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.
3.5. General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished Documents and Data and other information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request.
3.5.1.1 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.
3.5.2 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:
Contractor: Am-Tec Total Security, Inc.
4075 Schaefer Avenue
Chino CA, 91710
ATTN: Ruth Torok, President
City: City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
704
Title: CCTV Security Camera Maintenance and Support
12 3.5.3 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.4 Attorney’s Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney’s fees and all other costs of such action.
3.5.5 State License Board Notice. Contractors are required by law to be licensed and regulated by the Contractors’ State License Board which has jurisdiction to investigate complaints against contractors if a complaint regarding a patent act or omission is filed within four (4) years of the date of the alleged violation. A complaint regarding a latent act or omission pertaining to structural defects must be filed within ten (10) years of the date of the alleged violation. Any questions concerning a contractor may be referred to the Registrar, Contractors’ State License Board, P.O. Box 26000, Sacramento, California 95826.
3.5.6 Indemnification. To the fullest extent allowable by law, Contractor shall defend, 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, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence or willful misconduct of Contractor, its officials, officers, employees, agents, consultants and contractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and attorney’s fees and other related costs and expenses. Contractor shall defend, at Contractor’s own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, officers, employees, agents or volunteers. Contractor shall pay and satisfy any judgment, award or decree that may be rendered against City or its officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding. Contractor shall reimburse City and its officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Contractor’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its officials, officers, employees, agents or volunteers.
3.5.7 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.
3.5.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.
3.5.9 Time of Essence. Time is of the essence for each and every provision of this Agreement.
3.5.10 City’s Right to Employ Other Contractors. City reserves right to employ other contractors in connection with this Project.
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
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Title: CCTV Security Camera Maintenance and Support
13 3.5.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.
3.5.12 Assignment or Transfer. Contractor shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.
3.5.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.5.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.
3.5.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.
3.5.16 No Third Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.
3.5.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
3.5.18 Prohibited Interests. Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
3.5.19 Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non- discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Contractor shall also Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
706
Title: CCTV Security Camera Maintenance and Support
14 comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.
3.5.20 Labor Certification. By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker’s Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.
3.5.21 Authority to Enter Agreement. Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.
3.5.22 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
3.6. Subcontracting.
3.6.1 Prior Approval Required. Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
707
Title: CCTV Security Camera Maintenance and Support
15 4. SIGNATURES.
4.1. SIGNATURES.
CITY OF LAKE FOREST AM-TEC TOTAL SECURITY INC
By: [AUTHORIZED CITY SIGNATURE]
Robert Pequeño
Mayor
By: [VENDOR SIGNATURE 1]
Ruth Torok
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]
Jeff Torok
Secretary
APPROVED AS TO FORM:
By: [CITY ATTORNEY SIGNATURE]
Best Best & Krieger LLP
City Attorney
[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
708
Title: CCTV Security Camera Maintenance and Support
16 5. EXHIBIT "A" SCOPE OF MAINTENANCE SERVICES
5.1. CCTV Security Camera Maintenance and Support
Contractor shall provide the following maintenance services relative to CCTV Security Camera Maintenance and Support for the City's CCTV Security Camera Maintenance and Support project.
1. Overview
The Consultant will be considered the CCTV Security Camera Maintenance and Support subject matter expert and will allocate its on-site and off-site resources to perform the Scope of Work (“Scope”). The Consultant is expected to provide qualified staff, specifically experts in Milestone systems, to ensure the optimal operation of the City's security infrastructure. The Consultant shall be proactive in regularly reviewing all aspects of the City CCTV environment, identifying potential improvements, addressing camera failures, and making specific and relevant recommendations for hardware and software upgrades.
The Consultant shall provide support services and oversee the complete lifecycle (acquisition, operation, maintenance, and replacement) for CCTV equipment located at the Civic Center, Sports Park, Skate Park, and all public parks in Lake Forest equipped with cameras.
1.1 Support Hours
The Consultant shall fulfill the following support requirements:
1. Availability: Phone support shall be available between 8:00 a.m. and 6:00 p.m., 7 days a week, except City holidays.
2. Service Requests: Maximum response time for service requests will be addressed within the next business day.
3. Offline Alerts: The system must be configured to alert the vendor immediately if any camera goes offline. Upon receiving an alert, the vendor must promptly notify City staff and work to restore the camera to online status as soon as possible.
1.2 Vendors
1. IT Collaboration: The vendor shall cooperate and coordinate with the City's IT vendor as needed to troubleshoot and resolve any technical issues that may arise during the course of maintenance or support.
2. Hardware Compatibility: The City currently utilizes Axis Communications cameras. The City reserves the right to upgrade or replace these with different brands in the future. The Consultant must demonstrate the ability to support Axis products as well as a wide range of other major camera brands to accommodate potential future hardware transitions.
1.3 Equipment and Software
1. System Usage: The City utilizes Milestone software for camera management. The vendor must also be prepared if the City decides to transition to a different software or cloud-based solution in the future.
2. Work Included: All labor, materials, appliances, tools, equipment, facilities, transportation, and services necessary for and incidental to performing all operations in connection with furnishing, delivery, and installation of the scope of work, including an adequate length of boom lift.
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Title: CCTV Security Camera Maintenance and Support
17 1.4 Personnel
1. Milestone Expertise: The vendor must be fully capable of supporting the Milestone platform and possess demonstrated knowledge and expertise with the system to ensure seamless operation.
2. Employee Levels and Rates: The vendor must present the City with the different levels and skill sets of their employees, along with the corresponding hourly rate based on each level and skill set.
3. Site Familiarity: Before commencing work, the Contractor shall become familiar with all features and conditions of the job sites. No extra payment will be allowed for failure to obtain this information.
2. Support Categories
Support activities are broadly divided into Maintenance and Projects. Maintenance includes activities related to supporting and maintaining the City's existing CCTV environment. Projects include significant upgrades or new installations.
2.1 Maintenance
1. Definition: All activities involving the day-to-day maintenance, quarterly checks, cleaning, and administration of the CCTV environment are termed “Maintenance” and shall be included in the Scope.
2. Compensation: Maintenance and service costs will be based on the hourly rate provided by the vendor.
3. Scope of Maintenance:
1. Quarterly Checks: Perform complete systems-wide checks either on-site or via remote access.
2. Cleaning: Inspect and clean dome and camera lenses bi-annually.
3. Adjustments: Adjust the cameras' angle and focus for improved viewing as needed.
4. Updates: Update VMS application, camera firmware, server operating systems, and other CCTV software as recommended by manufacturer's guidelines. Ensure all security patches are up to date.
5. Maintenance Repairs: Any issues with the cameras or system identified during maintenance must be resolved in a reasonable timeframe.
2.2 Projects
1. Definition: Activities involving mild or significant changes, such as the mass replacement of cameras to a new brand or major system architectural changes, are termed “Projects”.
2. Billing: Projects are considered outside the base Scope and shall be billed to the City at the agreed-upon rates or quotes.
2.3 Repairs and Incident Response
1. Authorization: Prior to performing any repairs (whether maintenance or ad-hoc), the vendor must inform City staff of the issue and obtain explicit approval to proceed with the fix.
2. Billing: Any service requests initiated by City staff will be billed at the agreed-upon hourly rate once work begins on the issue.
3. Maintenance Responsibilities
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18 The Consultant shall be responsible for the following:
3.1 Account Management
1. Designate an individual to provide account management services and be the City’s primary Point of Contact.
2. Coordinate Consultant’s resources for the execution of the Scope of Services.
3.2 Technology Planning and Oversight
1. Identify trends in CCTV technology and recommend solutions to support City strategic goals (e.g., migrating from Axis to other brands if beneficial).
2. Provide recommendations for purchasing additional license capacity or hardware alternatives taking into account the City's budget cycle.
3.3 System Administration
1. Milestone Application Administration: Perform comprehensive administration of the Milestone application, including user management, configuration, and optimization to ensure proper system functionality.
2. Server and NVR Maintenance: The vendor must maintain and support all CCTV-related servers and Network Video Recorders (NVRs). This includes ensuring all security patches, firmware, and operating system updates are applied and up to date.
3. Remote Viewing: Provide remote viewing capabilities for live and recorded video from various locations within the facility, as well as remote access to images.
4. System Alerts: Ensure system alert functionality and perform any update of alert configuration. The system must be specifically configured to alert the vendor and City staff immediately if any NVR hard drive or hardware component fails.
3.4 Help Desk and Support
1. Acknowledge and respond to service requests from City Staff regarding camera outages, footage retrieval requests, and any camera or camera hardware\software issues.
2. Billing: Track hours for all City-initiated service requests for hourly billing.
3.5 Backup Systems and Disaster Recovery
1. Quarterly Backups: Backup camera database and system configuration quarterly.
2. Retention Policy: Ensure camera footage backups are maintained with a retention period of two (2) years.
3.6 Site Maintenance and Workmanship
1. Landscaping: Replace all existing turf and landscaping disturbed due to maintenance. Verify turf sod type and install as directed.
2. Irrigation: Replace existing irrigation lines and sprinkler heads damaged due to maintenance.
3. Access: Ensure park walkways and sidewalks remain unobstructed during work.
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19 4. Warranty: The complete job shall be guaranteed per manufacturer's guidelines after acceptance. Workmanship of a replacement installation due to faulty hardware shall not be charged at extra cost, unless it is not a "like-to-like" replacement and requires changes in the current design.
3.7 Procurement
1. Purchase IT/CCTV equipment, software, and services as requested by the City (subject to prior written approval).
2. Replacement components shall be of equal or better quality than the original component ("like-for-like").
3.8 Inventory Management
1. Maintain an accurate inventory of City CCTV equipment, including cameras, servers, and licenses.
4. Service Levels
The Consultant shall adhere to the following minimum service levels:
Performance Measure Required Service Level
1. Service Request Response Address within next business day
2. Camera Uptime Restore offline cameras as soon as possible upon alert
3. Cleaning Schedule 100% completion bi-annually
4. Firmware/Software Updates Applied as recommended by manufacturer
5. Backup Retention 2 Years of footage retained
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20 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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21 7. EXHIBIT "C" - COMPENSATION
7.1. EXHIBIT "C" - COMPENSATION
Contractor shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of ONE HUNDRED SIXTY FIVE THOUSAND DOLLARS ($165,000.00).
Description Unit of Measure Unit Cost (Years 1-3)
Level 1 Technician Hourly Rate $150
Level 2 Technician Hourly Rate $150
Level 3 Technician Hourly Rate $165
Video Research Cost ( Footage Pull) Hourly Rate $165
Boom Lift Rental Per Day Rate -
Emergency Service Request Hourly Rate $250
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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22 8. EXHIBIT "D" - INSURANCE REQUIREMENTS
8.1. EXHIBIT "D" - INSURANCE REQUIREMENTS
1.1.1 Time for Compliance. Contractor 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, Contractor shall not allow any subcontractor to commence work on any subcontract until it has provided evidence satisfactory to the City that the subcontractor 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 Contractor, 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, Contractor 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 not less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement.
(B) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering “Any Auto” (Symbol 1), or the exact equivalent, covering bodily injury and property damage for all activities with limits of not less than $1,000,000 combined limit for each occurrence.
(C) Workers’ Compensation: Workers’ Compensation Insurance, as required by the State of California and Employer’s Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.
1.1.3 Endorsements. Required insurance policies shall contain the following provisions, or Contractor shall provide endorsements on forms approved by the City to add the following provisions to the insurance policies:
(A) Commercial General Liability
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement. For all policies of Commercial General Liability insurance, Contractor shall provide endorsements in the form of ISO CG 20 10 10 01 and 20 37 10 01 (or endorsements providing the exact same coverage) to effectuate this requirement.
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23 Additional Insured Endorsements shall not (1) be restricted to “ongoing operations”; (2) exclude “contractual liability”; (3) restrict coverage to “sole” liability of Contractor; or (4) contain any other exclusions contrary to the terms or purposes of this Agreement. (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) 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 required 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 Contractor or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor 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 subcontractors.
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 Contractor, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
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Title: CCTV Security Camera Maintenance and Support
24 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, Contractor 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 Contract 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 Contractor or City will withhold amounts sufficient to pay premium from Contractor payments. In the alternative, City may cancel this Agreement.
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). Contractor acknowledges and agrees that actual or alleged failure on the part of the City to inform Contractor of non-compliance with any requirement imposed no additional obligation on the City nor does it waive any rights hereunder.
1.1.11 Requirements Not Limiting. Requirement of specific coverage or limits contained in this section 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 Subcontractors. Contractor shall include all subcontractors engaged in any work for Contractor relating to this Agreement as additional insureds under the Contractor’s policies, or the Contractor shall be responsible for causing subcontractors 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 subcontractor’s policies. All policies of Commercial General Liability insurance provided by Contractor’s subcontractors 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. Contractor shall not allow any subcontractor to commence work until it has received satisfactory evidence of subcontractor’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Contractor shall provide satisfactory evidence of compliance with this section upon request of the City.
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ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED?
INSR ADDLSUBRLTR INSDWVD
PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext):E-MAILADDRESS:INSURER A :INSURED INSURER B :INSURER C :INSURER D :INSURER E :INSURER F :
POLICY NUMBERPOLICY EFFPOLICY EXPTYPE OF INSURANCELIMITS(MM/DD/YYYY)(MM/DD/YYYY)
AUTOMOBILE LIABILITY
UMBRELLA LIABEXCESS LIABWORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE$DAMAGE TO RENTEDCLAIMS-MADEOCCUR $PREMISES (Ea occurrence)MED EXP (Any one person)$PERSONAL & ADV INJURY$GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$PRO-POLICYLOC PRODUCTS - COMP/OP AGGJECT OTHER: $COMBINED SINGLE LIMIT$(Ea accident)ANY AUTO BODILY INJURY (Per person)$OWNEDSCHEDULEDBODILY INJURY (Per accident)$AUTOS ONLYAUTOSHIREDNON-OWNEDPROPERTY DAMAGE$AUTOS ONLYAUTOS ONLY(Per accident)$OCCUR EACH OCCURRENCECLAIMS-MADEAGGREGATE$DEDRETENTION$ PEROTH-STATUTEERE.L. EACH ACCIDENTE.L. DISEASE - EA EMPLOYEE$If yes, describe underE.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGENAIC #
COMMERCIAL GENERAL LIABILITY
Y / NN / A(Mandatory in NH)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THISCERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIESBELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZEDREPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement onthis certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
COVERAGESCERTIFICATE NUMBER:REVISION NUMBER:
CERTIFICATE HOLDERCANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)
CERTIFICATE OF LIABILITY INSURANCEDATE (MM/DD/YYYY)
$
$$$$
The ACORD name and logo are registered marks of ACORD
5/15/2026
(470) 266-3271N/AAM TEC Total Security Inc4075 Schaefer AveChino, CA 917101987908520222985 A 1,000,000XXSARPG-001339-003/15/20263/15/2027300,000Deductible: $2,50010,0001,000,0002,000,0002,000,000PROFESSIONAL1,000,0001,000,000B XXSPP18341183/15/20263/15/20272,000,000C XXSARPGUMB-001339-003/15/20263/15/20272,000,00010,000D QWC15302153/15/20263/15/20271,000,000Y 1,000,0001,000,000 RE: CCTV Security Camera Maintenance and SupportThe City, its officials, officers, employees, agents, and volunteers.The Certificate Holder is included as Additional Insured as respects to General Liability (Ongoing & Completed Operations), Automobile Liability and Umbrella Liability. A Waiver of Subrogation is provided as respects to General Liability, Automobile Liability, Workers Compensation and Umbrella Liability. Coverage is primary and non-contributory as respects to General Liability, Auto Liability and Umbrella Liability. 30-day Notice of Cancellation (except for 10 days for non-payment of premium) applies to General Liability, Auto Liability, Workers Compensation and Umbrella Liability. All are as required by written contract subject to policy terms, conditions and exclusions.
City of Lake ForestATTN: City Clerk100 Civic Center DriveLake Forest, CA 92630 AMTECTO-01PCISNEROS
Snellings Walters Insurance Agency5 Concourse PkwySuite 2700Atlanta, GA 30328-5350Patricia [email protected]'s of LondonSecurity National Insurance CompanyCertain Underwriters at Lloyds, LondonSequoia Insurance Co.
X
X XXXXXXXX
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POLICY NUMBER: SARPG-001339-00 COMMERCIAL GENERAL LIABILITY CG 20 10 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CG 20 10 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 2 ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s) Location(s) Of Covered Operations
As required by written contract of agreement As required by written contract of agreement Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section II – Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage" or "personal and advertising injury"
caused, in whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. If coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
B.With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:
This insurance does not apply to "bodily injury" or
"property damage" occurring after:
1. All work, including materials, parts or
equipment furnished in connection with such
work, on the project (other than service,
maintenance or repairs) to be performed by or
on behalf of the additional insured(s) at the
location of the covered operations has been
completed; or
2. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other than another contractor or subcontractor
engaged in performing operations for a
principal as a part of the same project.
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Page2 of 2 © Insurance Services Office, Inc., 2012 CG 20 10 04 13 C.With respect to the insurance afforded to these
additional insureds, the following is added to
Section III – Limits Of Insurance:
If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the
applicable Limits of Insurance shown in the
Declarations.
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COMMERCIAL GENERAL LIABILITY
CG 20 33 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CG 20 33 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 2 ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – AUTOMATIC STATUS WHEN REQUIRED IN CONSTRUCTION AGREEMENT WITH YOU This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
A. Section II – Who Is An Insured is amended to
include as an additional insured any person or
organization for whom you are performing
operations when you and such person or
organization have agreed in writing in a contract or
agreement that such person or organization be
added as an additional insured on your policy.
Such person or organization is an additional
insured only with respect to liability for "bodily
injury", "property damage" or "personal and
advertising injury" caused, in whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured.
However, the insurance afforded to such
additional insured:
1. Only applies to the extent permitted by law;
and
2. Will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
A person's or organization's status as an
additional insured under this endorsement ends
when your operations for that additional insured
are completed.
B.With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:
This insurance does not apply to:
1. "Bodily injury", "property damage" or "personal
and advertising injury" arising out of the
rendering of, or the failure to render, any
professional architectural, engineering or
surveying services, including:
a. The preparing, approving, or failing to
prepare or approve, maps, shop drawings,
opinions, reports, surveys, field orders,
change orders or drawings and
specifications; or
b. Supervisory, inspection, architectural or
engineering activities.
This exclusion applies even if the claims against
any insured allege negligence or other wrongdoing
in the supervision, hiring, employment, training or
monitoring of others by that insured, if the
"occurrence" which caused the "bodily injury" or
"property damage", or the offense which caused
the "personal and advertising injury", involved the
rendering of or the failure to render any
professional architectural, engineering or
surveying services.
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CG 20 33 04 13 © Insurance Services Office, Inc., 2012 Page 2 of 2
2. "Bodily injury" or "property damage" occurring
after:
a. All work, including materials, parts or
equipment furnished in connection with
such work, on the project (other than
service, maintenance or repairs) to be
performed by or on behalf of the additional
insured(s) at the location of the covered
operations has been completed; or
b. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other than another contractor or
subcontractor engaged in performing
operations for a principal as a part of the
same project.
C.With respect to the insurance afforded to these
additional insureds, the following is added to
Section III – Limits Of Insurance:
The most we will pay on behalf of the additional
insured is the amount of insurance:
1. Required by the contract or agreement you
have entered into with the additional insured;
or
2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the
applicable Limits of Insurance shown in the
Declarations.
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POLICY NUMBER: SARPG-001339-00 COMMERCIAL GENERAL LIABILITY CG 20 37 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CG 20 37 04 13 © Insurance Services Office, Inc., 2012 Page 1 of 1 ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – COMPLETED OPERATIONS This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s) Location And Description Of Completed Operations As required by written contract of agreement As required by written contract of agreement Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section II – Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury" or
"property damage" caused, in whole or in part, by
"your work" at the location designated and
described in the Schedule of this endorsement
performed for that additional insured and
included in the "products-completed operations
hazard".
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted
by law; and
2. If coverage provided to the additional insured
is required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
B.With respect to the insurance afforded to these
additional insureds, the following is added to
Section III – Limits Of Insurance:
If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the applicable
Limits of Insurance shown in the Declarations.
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This endorsement modifies insurance provided under the following:
This endorsement changes the policy effective on the inception date of the policy unless another date is indicated below.
Endorsement Effective: Policy Number:
Named Insured: Countersigned by:
(Authorized Representative)
For or occurring after the Endorsement Effective Date the CONDITION entitled “TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US” does not apply to any person or organization for whom the has agreed by written contract to furnish this waiver. This provision does not apply unless the contract is made prior to the or .
CA990188 0514 Page 1 of 1
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POLICY NUMBER: SARPG-001339-00 COMMERCIAL GENERAL LIABILITY CG 24 04 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CG 24 04 12 19 © Insurance Services Office, Inc., 2018 Page 1 of 1
WAIVER OF TRANSFER OF RIGHTS OF RECOVERYAGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
ELECTRONIC DATA LIABILITY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES
POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
RAILROAD PROTECTIVE LIABILITY COVERAGE PART
UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS
SCHEDULE
Name Of Person(s) Or Organization(s):
As required by written contract of agreement
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
The following is added to Paragraph 8. Transfer Of
Rights Of Recovery Against Others To Us of
Section IV – Conditions:
We waive any right of recovery against the person(s)
or organization(s) shown in the Schedule above
because of payments we make under this Coverage
Part. Such waiver by us applies only to the extent that the insured has waived its right of recovery against
such person(s) or organization(s) prior to loss. This
endorsement applies only to the person(s) or
organization(s) shown in the Schedule above.
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SARPG-CGL-PNC 07 14 Page 1 of 1
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NON-CONTRIBUTORY ENDORSEMENT
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Additional Insured Person(s) or Organization(s):
As required by written contract of agreement
A. Section IV – Commercial General Liability Conditions, 4. Other Insurance is amended, only with respect to the above scheduled entity or operations by adding:
c. Notwithstanding any other provision to the contrary in this policy, or in a policy issued to the scheduled additional insured(s), the insurance afforded by this endorsement shall be primary and noncontributory with respect to liability arising out of work performed by or for the Named Insured provided that:
1) The additional insured is a Named Insured under such other insurance; and 2) You have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured; and 3) The additional insured is not a subcontractor for you; and 4) The loss does not arise out of bodily injury or personal injury to your employees, volunteers or subcontractors.
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POLICY NUMBER: SARPG-001339-00 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CG 02 12 11 85 Copyright, Insurance Services Office, Inc., 1984 Page 1 of 1
CANCELLATION BY US
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
LIQUOR LIABILITY COVERAGE PART
POLLUTION LIABILITY COVERAGE PART
PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART
SCHEDULE
Number of Days: 30
(If no entry appears above, information required to complete this Schedule will be shown in the Declarations as applicable to this endorsement.)
Paragraph 2. of CANCELLATION (Common Policy Conditions) is replaced by the following:
2. We may cancel this Coverage Part by mailing or delivering to the first Named Insured written notice of cancellation at least:
a. 10 days before the effective date of cancellation if we cancel for non payment of premium; or b. The number of days shown in the Schedule before the effective date of cancellation if we cancel for any other reason.
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POLICY NUMBER: SARPGUMB-001339-00 COMMERCIAL LIABILITY UMBRELLA CU 24 03 12 19
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CU 24 03 12 19 © Insurance Services Office, Inc., 2018 Page 1 of 1
WAIVER OF TRANSFER OF RIGHTS OF RECOVERYAGAINST OTHERS TO US (WAIVER OF SUBROGATION) This endorsement modifies insurance provided under the following:
COMMERCIAL LIABILITY UMBRELLA COVERAGE PART
SCHEDULE
Name Of Person(s) Or Organization(s):
All entities required by written contract or agreement.
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
The following is added to Paragraph 9. Transfer Of
Rights Of Recovery Against Others To Us of
Section IV – Conditions:
We waive any right of recovery against the person(s)
or organization(s) shown in the Schedule above
because of payments we make under this Coverage
Part. This endorsement applies only to the person(s)
or organization(s) shown in the Schedule above.
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SARPG-CGL-PNC 07 14 Page 1 of 1
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
PRIMARY AND NON-CONTRIBUTORY ENDORSEMENT
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name of Additional Insured Person(s) or Organization(s):
As required by written contract of agreement
A. Section IV – Commercial General Liability Conditions, 4. Other Insurance is amended, only with respect to the above scheduled entity or operations by adding:
c. Notwithstanding any other provision to the contrary in this policy, or in a policy issued to the scheduled additional insured(s), the insurance afforded by this endorsement shall be primary and noncontributory with respect to liability arising out of work performed by or for the Named Insured provided that:
1) The additional insured is a Named Insured under such other insurance; and 2) You have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured; and 3) The additional insured is not a subcontractor for you; and 4) The loss does not arise out of bodily injury or personal injury to your employees, volunteers or subcontractors.
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POLICY NUMBER: COMMERCIAL AUTO CA990187 0715 This Endorsement Changes The Policy. Please Read It Carefully CA990187 0715 Includes Copyrighted Material of Insurance Services Offices, Inc. Page 1 of 5 Used with permission BUSINESS AUTO COVERAGE EXPANSION ENDORSEMENT This endorsement modifies insurance provided by the following: BUSINESS AUTO COVERAGE FORM With respect to coverage provided by this endorsement, the provisions of the COVERAGE FORM apply unless modified by the endorsement. A. Newly Acquired or Formed Organizations, Employee Hired Car Liability and Blanket Additional Insured Status for Certain Entities. Item 1. Who is an Insured of Paragraph A. Coverage under SECTION II COVERED AUTOS LIABILITY COVERAGE is amended to add: d. Any organization you newly acquire or form, other than a partnership, joint venture or limited liability company, and over which you maintain ownership of a majority interest (greater than 50%), will qualify as a Named Insured; however, (1) coverage under this provision is afforded only until the 180th day after you acquire or form the organization or the end of the policy period, whichever is earlier; (2) coverage does not apply to "bodily injury", "property damage" or "covered pollution cost or expense" that results from an "accident" which occurred before you acquired or formed the organization; and (3) coverage does not apply if there is other similar insurance available to that organization, or if similar insurance would have been available but for its termination or the exhaustion of its limits of insurance. This insurance does not apply if coverage for the newly acquired or formed organization is excluded either by the provisions of this coverage form or by endorsement. e. An "employee" of yours is an "insured" while operating an "auto" hired or rented under a contract or agreement in that permission, while performing duties related to the conduct of your business. f. Any person or organization you are required by written contract or agreement to name as an additional liability created in whole or in part by such agreement. B. Increase Of Loss Earnings Payment Subpart (4) of a. Supplementary Payments of Item 2. Coverage Extensions of Paragraph A. Coverage under SECTION II COVERED AUTOS LIABILITY COVERAGE is amended to read: (4) We will pay reasonable expenses request, including actual loss of earnings up to $1,000 per day because of time off from work. C. Fellow Employee Injured By Covered Auto You Own Or Hire Item 5. Fellow Employee of Paragraph B. Exclusions under SECTION II COVERED AUTOS LIABILITY COVERAGE is amended to add: This exclusion does not apply if the "bodily injury" results from the use of a covered "auto" you own or hire. Such coverage as is afforded by this provision is excess over any other collectible insurance.
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CA990187 0715 Includes Copyrighted Material of Insurance Services Offices, Inc. Page 2 of 5 Used with permission D. Limited Automatic Towing CoverageItem 2. Towing, of Paragraph A. Coverage, under SECTION III PHYSICAL DAMAGE COVERAGE is amended to read: 2. Towing We will pay for towing and labor costs each time that a covered "auto" is disabled. All labor must be performed at the place of disablement of the covered "auto". a. The limit for towing and labor for each disablement is $500; b. No deductible applies to this cover-age. E. Item 3. Glass Breakage Hitting A Bird Or Animal Falling Objects or Missiles of Paragraph A. Coverage under SECTION III PHYSICAL DAMAGE COVERAGE, is amended to add: Glass Repair Coverage We will waive the Comprehensive deductible for Glass, if one is indicated on will repair at no cost to you, any glass that can be repaired without replacement, F. Increase Of Transportation Expense Coverage Subpart a. Transportation Expenses of Item 4. Coverage Extensions of Paragraph A. Coverage under SECTION III PHYSICAL DAMAGE COVERAGE is amended to read: a. Transportation Expenses We will pay up to $50 per day to a maximum of $1,000 for temporary transportation expense incurred by you because of the total theft of a covered "auto" of the private passenger type. We will pay only for those covered "autos" for which you carry either Comprehensive or Specified Causes of Loss Coverage or Theft Coverage. We will pay for temporary transportation expenses incurred during the period beginning 48 hours after the theft and expiration, when the covered "auto" is returned to use or we pay for its "loss".
G. Item 4. Coverage Extensions of Paragraph A. Coverage, under SECTION III - PHYSICAL DAMAGE COVERAGE, is amended to add: deductible will apply to this coverage. H. Downtime Loss Item 4. Coverage Extensions, of Paragraph A. Coverage, under SECTION III. PHYSICAL DAMAGE COVERAGE, is amended to add: Downtime LossCoverage expenses you sustain as a result of a aximum of $100 per day, for a maximum of 30 days for the the following conditions: a. beginning on the 5th day after we have given you our agreement to pay for repairs to a repair facility your authorization to make repairs; b. expenses will end when any of the following occur: (1) available to you to continue your operations. (2) (3) been completed by the repair facility and they determine the covered -worthy. (4) You reach the 30 day maximum coverage.
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CA990187 0715 Includes Copyrighted Material of Insurance Services Offices, Inc. Page 3 of 5 Used with permission I. Item 4. Coverage Extensions, of Paragraph A. Coverage, underSECTION III. PHYSICAL DAMAGE COVERAGE, is amended to add: We will pay any resulting rental reimbursement expenses incurred by you for day, for a maximum of 30 days for the same following conditions: a. We will provide rental reimbursement incurred during the policy period ending, regardless of the policy expiration, with the number of days reasonably required to repair or replace caused by theft, this number of days is the number of days it takes to locate the number of days it takes for the claim to be settled, whichever comes first. b. Our payment is limited to necessary and actual expenses incurred. c. This coverage does not apply while available to you for your operations. d. heft of a type, we will pay under this coverage only that amount of your rental reimbursement expenses which is not already provided for under the Physical Damage Coverage Extension. J. Personal EffectsExclusion Paragraph B. Exclusions under SECTION III PHYSICAL DAMAGE COVERAGE, is amended to add: a. Accounts, bills, currency, deeds, evidence of debt, money, notes, securities or commercial paper or other documents of value. b. Bullion, gold, silver, platinum, or other precious alloys or metals; furs or fur garments; jewelry; watches; precious or semi-precious stones. c. Paintings, statuary and other works of art. d. Contraband or property in the course of illegal transportation or trade.e. evidence of forced entry into the report is filed. K. Accidental Airbag Discharge Coverage Item 3.a. of Paragraph B. Exclusions under SECTION III PHYSICAL DAMAGE COVERAGE is amended to read: a. Wear and tear, freezing, mechanical or electrical breakdown. The exclusion relating to mechanical break-down does not apply to the accidental discharge of an air bag. L. Loan or Lease Gap Coverage Paragraph C. Limit Of Insurance under SECTION III PHYSICAL DAMAGE COVERAGE is amended to add: if we provide Physical Damage Coverage on it, we will pay, in the event of a covered t a. The amount paid under the Physical Damage Coverage Section of the policy; and b. Any: (1) Overdue lease or loan payments including penalties, interest or other charges resulting from overdue payments at the time of the (2) Financial penalties imposed under a lease for excessive use, abnormal wear and tear or high mileage; (3) Costs for extended warranties, Credit Life Insurance, Health, Accident or Disability Insurance purchased with the loan or lease; (4) Security deposits not refunded by the lessor; and (5) Carry-over balances from previous loans or leases Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
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CA990187 0715 Includes Copyrighted Material of Insurance Services Offices, Inc. Page 4 of 5 Used with permission M. Aggregate Deductible Paragraph D. Deductible under SECTION III PHYSICAL DAMAGE COVERAGE is amended to add: Regardless of the number of covered then only the highest applicable deductible N. Diminishing Deductible Paragraph D. Deductible under SECTION III PHYSICAL DAMAGE COVERAGE is amended to add: Any deductible will be reduced by the percentage indicated below on the first policy period: Loss Free Policy Periods With the Expansion Endorsement Deductible Reduction on the 1 0% 2 25% 3 50% 4 75% 5 100% the policy period under any BUSINESS AUTO COVERAGE FORM you have with us, your deductible stated in the Declarations page of each such COVERAGE FORM will not be reduced on any subsequent claims during the remainder of your policy period and your deductible reduction will revert back to 0% for each such COVERAGE FORM if coverage is renewed. O. Knowledge of Loss and Notice To Us Subsection a. of Item 2. Duties In the Event of Accident, Claim, Suit or Loss of Paragraph A. Loss Conditions under SECTION IV -- BUSINESS AUTO CONDITIONS is amended to add: However, prompt notice of the "accident", claim, "suit" or "loss" to us or our authorized representative only applies known to: (1) You, if you are an individual; (2) A partner, if you are a partnership; (3) An "executive officer" or director, if you are a corporation; (4) A manager or member, if you are a limited liability company; (5) Your insurance manager; or (6) Your legal representative. P. Waiver Of Subrogation For Auto Liability Losses Assumed Under Insured Contract Item 5. Transfer Of Rights Of Recovery Against Others To Us of Paragraph A. Loss Conditions under SECTION IV BUSINESS AUTO CONDITIONS is amended to read: 5. Transfer of Rights of Recovery Against Others To Us If any person or organization to or for whom we make payments under this Coverage Form has rights to recover damages from another, those rights are transferred to us. That person or organization must do everything necessary to secure our rights and must to impair them. However, if the insured has waived those rights to recover through a written contract, we will waive any right to recovery we may have under this Coverage Form. Q. Insurance is Primary and Noncontributory Subpart a. of Item 5. Other Insurance of Paragraph B. General Conditions under SECTION IV BUSINESS AUTO CONDITIONS is amended to read: a. This insurance is primary and noncontributory, as respects any other insurance, if required in a written contract with you. R. Other Insurance Hired Auto Physical Damage Subpart b. of Item 5..Other Insurance of Paragraph B. General Conditions under SECTION IV BUSINESS AUTO CONDITIONS is amended to read: b. For Hired Auto Physical Damage Coverage, the following are deemed to be covered "autos" you own: (1) Any covered "auto" you lease, hire, rent or borrow; and Docusign Envelope ID: 0EB4CBB5-1D49-8C23-831E-DA2917B23F45 Item: 15
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CA990187 0715 Includes Copyrighted Material of Insurance Services Offices, Inc. Page 5 of 5 Used with permission (2) Any covered "auto" hired or rented by your "employee" under a contract in that individual permission, while performing duties related to the conduct of your business. However, any "auto" that is leased, hired, rented or borrowed with a driver is not a covered "auto". S. Unintentional Failure To Disclose Hazards Paragraph B. General Conditions under SECTION IV BUSINESS AUTO CONDI-TIONS is amended to add: 9. Your failure to disclose all hazards existing as of the inception date of this policy shall not prejudice the coverage afforded by this policy, provided that such failure to disclose all hazards is not intentional. However, you must report such previously undisclosed hazards to us as soon as practicable after its discovery. T. Additional Definition SECTION V DEFINITIONS is amended to add: 1. Is out of service for repair or replacement as a result of a covered 2. Is in the custody of a repair facility if 1. Net Income (Net Profit or Loss before income taxes) that would have been earned or incurred; and 2. Continuing normal operating expenses incurred, including payroll. In this endorsement, Headings and Titles are inserted solely for the convenience and ease of reference. They do not affect the coverage provided by this endorsement, nor do they constitute any part of the terms and conditions of this endorsement. All other policy wording not specifically changed, modified, or replaced by this endorsement wording remains in effect.
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ATTACHMENT 2
Item: 15
742
Title Supervisor Manager Manager
Agency City of Chino City of Manhattan Beach City of Newport Beach # Questions Response Response Response
1 What were the services performed?
Installation and maintenance of cameras Installation and maintenance of cameras Installation and maintenance of cameras 2 How long have you contracted with the
firm for these services? Since 2012 Since May of 2017 2018-2024
3 Please rate the quality of services on a 1-
5 scale (1=Poor, 2=OK, 3=Good, 4=Very
Good, 5=Excellent).
5 5 5
4 Were there any delays or deviations
from the firm's strategy or workplan? If
so, how were they mitigated?
None.
No
N/A
5 Was regular communication with staff
satisfactory? Yes. Yes Yes
6 How would you rate the firms approach
and performance when communicating
with elected officials, the City Council,
Presidential and Congressional staff,
and any other external groups or
stakeholders? Please rate external
communications on a 1-5 scale (1=Poor,
2=OK, 3=Good, 4=Very Good,
5=Excellent)
5 5
5 7
Would you consider using this firm for
future projects or services? What has
been your return on investment?
Yes. Still using them
Yes ,currently with them
We would hire them again.
8 Please include any additional comments
or information regarding your
experience with the firm.
N/A N/A N/A
Item: 15
743
CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/16/2026
DEPARTMENT: City Manager
SUBJECT:
ADOPTION OF A FINAL RESOLUTION ORDERING ABANDONMENT OF THE
PARK DESIGNATION
RECOMMENDED ACTION(S):
1. Conduct a public hearing pursuant to the Municipal Park Abandonment Law regarding the proposed abandonment of the Whispering Hills Park Site.
2. Find that the proposed action is not a project under CEQA and alternatively exempt pursuant to CEQA Guidelines Section 15061(b)(3).
3. Adopt a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF LAKE FOREST, CALIFORNIA, TO ABANDON AND SELL
CITY-OWNED PROPERTY PURSUANT TO THE MUNICIPAL PARK
ABANDONMENT LAW OF 1939.”
EXECUTIVE SUMMARY:
The City of Lake Forest ("City") owns an approximately 6.5-acre undeveloped property commonly referred to as the Whispering Hills Park Site, located along the east side of Lake Forest Drive between Vintage Woods Road and Dimension Drive. The site is currently encumbered by an Irrevocable Offer of Dedication ("IOD") for park purposes and designated as Community Park/Open Space in the City's General Plan.
On May 5, 2026, the City Council adopted a Resolution of Intention to abandon the Whispering Hills Park Site pursuant to the Municipal Park Abandonment Law ("MPAL") and set June 16, 2026, as the date for a public hearing to consider adoption of a final resolution ordering abandonment of the park designation. All statutory noticing and publication requirements have since been completed.
Approval of the recommended actions would complete the MPAL process and remove the park designation from the property, subject to the condition that a deed restriction be recorded reserving a portion of the site for future park and recreational purposes (Attachment 1).
Item: 16
744
Adoption of the final resolution would not approve any development project or land disposition. Rather, it would allow the City to proceed with the Surplus Land Act ("SLA") process and evaluate future reuse opportunities consistent with State law and City Council direction.
BACKGROUND:
The Whispering Hills site consists of approximately 6.5 acres and has remained undeveloped since prior to the City's incorporation in 1991. As part of the original development approvals, the developer provided an IOD to the County of Orange for park purposes. The IOD was transferred to the City in 1999.
The site is designated as Community Park/Open Space in the General Plan.
Over the years, the City evaluated multiple park development concepts; however:
No clear community consensus emerged regarding a preferred park use. No funding source was identified for construction, maintenance, or long- term operations.
The site has remained vacant and unimproved.
On April 7, 2026, the City Council authorized staff to proceed with the MPAL and SLA processes to evaluate potential reuse of the site. On May 5, 2026, the City Council adopted a Resolution of Intention pursuant to Government Code Section 38503 and scheduled a public hearing for June 16, 2026, to consider adoption of a final resolution ordering abandonment of the park designation (Attachment 2).
DISCUSSION:
The Municipal Park Abandonment Law establishes the process by which a city may abandon parkland that has not been used by the public for park purposes, where no public funds have been expended to improve the land as a park, and where no consideration has been paid for the land.
Following adoption of the Resolution of Intention on May 5, 2026, staff completed all required noticing procedures. The Resolution of Intention was published once per week for three consecutive weeks and posted at the site in accordance with Government Code Sections 38503 and 38504 (Attachment 3). The purpose of this public hearing is to provide the community with an opportunity to comment on the proposed abandonment prior to City Council consideration of a final resolution.
Item: 16
745
If adopted, the final resolution would complete the MPAL process and remove the park designation from the property. Consistent with the Resolution of Intention adopted on May 5, 2026, abandonment would become effective only upon recordation of a deed restriction permanently reserving a portion of the site for park and recreational purposes.
Adoption of the final resolution would not approve any development proposal, development agreement, disposition agreement, or affordable housing project.
Any future proposal for reuse of the property would require separate City Council consideration and compliance with all applicable State and local laws, including environmental review under CEQA.
Should the City Council approve the recommended actions, staff will proceed with the Surplus Land Act process by issuing a Notice of Availability to HCD and eligible entities as required by State law.
Future Surplus Land Act Process:
If the City Council adopts the proposed resolution ordering abandonment of the park designation, staff will continue coordination with the California Department of Housing and Community Development ("HCD") regarding the Surplus Land Act ("SLA") process. HCD will review the City's draft Notice of Availability ("NOA") and related materials. Staff anticipate receiving comments and feedback from HCD regarding the proposed approach prior to formally initiating the SLA process.
Following completion of HCD's review, staff would return to the City Council at a future public meeting with a proposed Resolution declaring the property as surplus land and authorizing issuance of the NOA pursuant to the Surplus Land Act. Adoption of such a resolution would officially commence the SLA process and begin the statutory solicitation period required by State law.
The timeline below provides a preliminary overview of the anticipated SLA process. The timeline is for planning purposes only and may be adjusted based on HCD review, City Council direction, public input, or other procedural requirements.
Table 1: Preliminary Surplus Land Act Timeline
Date Action
Following City
Council Action
HCD Review of draft NOA
July 2026 City Council considers Resolution declaring the site as Surplus Land and authorizing issuance of the Notice of
Availability
Item: 16
746
Date Action
Following City
Council Action
Notice of Availability issued to eligible entities pursuant to the Surplus Land Act
60 Days After
NOA Issuance
Statutory solicitation period concludes
Following
Solicitation
Period
Good-faith negotiation period with responding entities, if applicable (90 days)
Following
Negotiation
Period
Staff report results of negotiations and next steps to City Council
Future Date Consideration of any proposed disposition agreement and/or development proposal, subject to separate City
Council approval and environmental review
The completion of the MPAL process does not approve any development proposal, disposition agreement, affordable housing project, or transfer of the property. Any future proposal involving the site would require separate City Council consideration and compliance with all applicable State and local laws, including the California Environmental Quality Act ("CEQA").
Environmental Review:
The proposed action to adopt a final resolution ordering abandonment of the Whispering Hills Park Site is not a project under the California Environmental Quality Act ("CEQA") because it does not commit the City to a definite course of action regarding development of the site. Environmental review will be conducted if and when a specific development proposal is considered.
Additionally, the proposed action is exempt under the "common sense" exemption in CEQA Guidelines Section 15061(b)(3), as it can be seen with certainty that there is no possibility the action may have a significant effect on the environment. The action consists solely of the abandonment of undeveloped City-owned parkland and does not authorize any physical changes or development.
FISCAL IMPACT:
There is minimal fiscal impact associated with the recommended action.
Item: 16
747
ATTACHMENTS:
1. Resolution No. 2026-XX Ordering Abandonment of the Whispering Hills Park Site
2. Resolution No. 2026-12 (May 5, 2026) – Resolution of Intention
3. Affidavit of Publication
Initiated By: Adrian Grijalva, Economic Development/Housing Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
Item: 16
748
ATTACHMENT 1
Item: 16
749
RESOLUTION NO. 2026-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA, TO ABANDON AND SELL
CITY-OWNED PROPERTY PURSUANT TO THE MUNICIPAL
PARK ABANDONMENT LAW OF 1939
WHEREAS, the City of Lake Forest owns a certain parcel of unimproved real property approximately 6.5 acres in size referred to as the Whispering Hills Park Site, located along the east side of Lake Forest Drive between Vintage Woods Road and Dimension Drive (the "Property"), as described in Exhibit "A" attached hereto and incorporated herein by reference; and
WHEREAS, the Property was provided to the County of Orange through an irrevocable offer of dedication (“IOD”) as part of original development approvals. The IOD was transferred to the City in 1999; and
WHEREAS, over the years, the City has explored several park development concepts, however, due to the lack of funding and community consensus, the Property remains vacant and unimproved; and
WHEREAS, in response to State housing laws and the City’s Strategic Plan, the City is considering a concept that would allow for affordable housing development on a portion of the Property while retaining the remaining portion for park and recreation purposes; and
WHEREAS, the provisions of California Government Code §§ 38501, et seq. (the "Municipal Park Abandonment Law of 1939"), authorize the City to abandon and sell parkland that has not been used by the public for park purposes, where no public funds have been expended to improve the land as a park, and where no consideration has been paid for the land; and
WHEREAS, on May 5, 2026, pursuant to California Government Code § 38503, the City Council adopt ed a Resolution of Intention describing the proposed abandonment and set the date of June 16, 2026, for the City Council to consider and take action to order all or any portion of the park abandoned and the land sold; and
WHEREAS, in the Resolution of Intention, the City Council found that the Property has not been used by the public for park purposes, no public funds have been expended to improve the Property as a park, and no consideration has been paid for the Property; and
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WHEREAS, a copy of the Resolution of Intention, giving notice of the date, hour, and place of the hearing of the proposed abandonment was published for at least three successive weeks prior to the hearing pursuant to Government Code §§ 6063 and 38504; and
WHEREAS, the City has followed all required procedures as set forth in the Municipal Park Abandonment Law of 1939; and
WHEREAS, all written and oral objections made or filed were duly heard, evidence for and against the proposed action was received, and a full, fair, and complete hearing was granted and held.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE
FOREST HEREBY FINDS, RESOLVES, AND ORDERS AS FOLLOWS:
SECTION 1. The recitals above are true and correct and incorporated as a basis for the findings.
SECTION 2. After conducting the public hearing, the City Council does hereby pass and overrule any and all objections to the abandonment and sale of the Property and hereby abandons the use of the Property for park purposes pursuant to the provisions of the Municipal Park Abandonment Law of 1939.
SECTION 3. Pursuant to Government Code § 38508, the City Council may order the sale of the Property in one block or in lots or parcels, for cash or credit, as it deems most advantageous to the City.
SECTION 4. The abandonment and sale of the Property shall not affect any private easement or other rights in lands acquired or owned by any private person or corporation, nor shall such abandonment or sale affect any right, easement, or interest owned or under the control of any other governmental agency for public use other than park purposes.
SECTION 5. Abandonment of the Property will become effective upon recordation by the City of the deed restriction included herein as Exhibit “B”, limiting use of a portion of the Property depicted in Exhibit “C” for park use only.
SECTION 6. The proposed action to adopt a final resolution ordering abandonment of the Whispering Hills Park Site is not a project under the California Environmental Quality Act ("CEQA") because it does not commit the City to a definite course of action regarding de velopment of the site. Environmental review will be conducted if and when a specific development proposal is considered.
Additionally, the proposed action is exempt under the "common sense" exemption Item: 16
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in CEQA Guidelines Section 15061(b)(3), as it can be seen with certainty that there is no possibility the action may have a significant effect on the environment. The action consists solely of the abandonment of undeveloped City -owned parkland and does not authorize any physical changes or development.
SECTION 7. The City Clerk shall attest as to the adoption and execution of this Resolution and cause the same to be maintained in the permanent records of the City.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Lake Forest at a regular meeting held this 16th day of June, 2026 by the following vote:
___________________________________
ROBERT PEQUEÑO
MAYOR
ATTEST:
_____________________________________
THY MERRITT
CITY CLERK
APPROVED AS TO FORM:
_____________________________________
MATTHEW E. RICHARDSON
CITY ATTORNEY
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STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF LAKE FOREST )
I, Thy Merritt, City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2026- was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 16th day of June 2026 by the following vote, to wit:
_____________________
THY MERRITT
CITY CLERK
AYES: Councilmember:
NOES: Councilmember:
ABSENT: Councilmember:
ABSTAIN: Councilmember:
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EXHIBIT “A”
Depiction of the Property
EXHIBIT A
WHISPERING HILLS SITE
APN #:613-621-18
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EXHIBIT “B”
Deed Restriction
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RECORDING REQUESTED BY AND
WHEN RECORDED RETURN TO:
City of Lake Forest
100 Civic Centre Drive
Lake Forest, CA 92630
Attn: City Clerk
DEED RESTRICTION AND COVENANT
EXEMPT—NO FEE REQUIRED
Cal. Gov. Code §§ 27383 & 27388.1(a)(2)(D)
Recorded for the Benefit of the City of Lake Forest
State of California
County of Orange
This Covenant and Deed Restriction (“Deed Restriction”) is made and executed on this ____ day of _____________, 20____ by the City of Lake Forest (“City”), a general law city and California municipal corporation. The undersigned hereby certify that the her einafter legally described property is located in the City of Lake Forest, State of California, at _______________________________________, known as County of Orange Assessor's Parcel No. _________-_________-_________ and by the legal description attached hereto as Exhibit “A” and incorporated herein by reference (the “Property”).
RECITALS
A. On May 5, 2026, the City Council adopted a Resolution of Intention pursuant to the authority of California Government Code §§ 38501, et seq. (the “Municipal Park Abandonment Law of 1939”), to abandon parkland that has not been used by the public for park purposes, where no public funds have been expended to improve the Property as a park, and no consideration has been paid for the Property.
B. The Resolution of Intention declared that the abandonment of the Property would become effective only upon the recordation by the City of a deed restriction limiting the use of a portion of the Property for park and recreational purposes, the portion of which is more particularly described in Exhibit “A.”
C. Pursuant to the Resolution of Intention, the City hereby declares and imposes restrictions on the Property as described herein.
TERMS OF COVENANT AND DEED RESTRICTION
1. Permitted Uses . The portion of the Property described in Exhibit “A” shall only be Item: 16
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disturbed, developed, or used in any manner consistent with park or recreational purposes, including, but not limited to:
(a) Construction, erection, or placement of any structures, buildings, or improvements of any kind, including, but not limited to, roads, parking lots, utilities, or fences;
(b) Grading, filling, excavating, dredging, or other alteration of the topography;
(c) Planting, installation, removal, cutting, or destruction of trees, shrubs, or other vegetation; and
(d) Any other activity intended to develop neighborhood or community park, open space, or recreational facilities.
2. The purpose of this Deed Restriction is to provide notice and disclosure to the undersigned and to any subsequent purchaser or transferee of these limitations associated with the Property.
3. This Deed Restriction runs with the land and binds all current owners, all future owners, and their successors, heirs, or assigns, and continues in effect perpetually. Any lease of any portion of the Property is subject to the restrictions in this deed re striction and covenant, which are established for the general benefit of the entire community and which run with the land. The covenant is enforceable by remedy of injunctive relief in addition to any other remedy in law or equity.
4. If any provision of this Restriction is found to be invalid or unenforceable, the remaining provisions shall remain in full force and effect. This Restriction shall be governed by and construed in accordance with the laws of the State of California.
______________________________ Date: __________________ Debra Rose
City Manager
Covenants and Deed Restrictions must have all signature(s) notarized by a Commissioned Notary Public.
(See following page.)
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ACKNOWLEDGMENT
State of California )
)
County of )
On before me, ____________________________________________________ (insert name and title of the officer)
personally appeared _____________________________________________________ who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature ______________________________________ (Seal)
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EXHIBIT “A”
Legal Description of Portion of Property Subject to Restriction
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EXHIBIT “A”
LEGAL DESCRIPTION
PARK USE ONLY
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF LAKE
FOREST, COUNTY OF ORANGE, STATE OF CALIFORNIA, AND BEING A PORTION OF LOT 7 OF TRACT NO. 12244, AS FILED ON JANUARY 31, 1986 IN BOOK 552, AT PAGES 37 THROUGH 43, INCLUSIVE, OF MISCELL ANEOUS MAPS IN THE OFFICE OF THE
ORANGE COUNTY RECORDER, AND MO RE PARTICULARLY DESCRIBED AS FOLLOWS:
COMMENCING AT LAKE FOREST DRIVE AND FO REST RIDGE DRIVE CENTERLINE INTERSECTION AS SHOWN ON TRACT NO. 12110, AS FILED IN BOOK 608, PAGES 41 THROUGH 44 INCLUSIVE OF SAID MISCELLA NEOUS MAPS, THENCE SOUTH 41° 57’ 32” WEST, 514.72 FEET ALONG SAID LAKE FO REST DRIVE CENTERLINE TO A LINE BEARING NORTH 48° 02’ 28” WEST AND PASSING THROUGH THE MOST WESTERLY CORNER OF SAID LOT 7;
THENCE LEAVING SAID CE NTERLINE, SOUTH 48° 02’ 28” EAST, 50.00 FEET TO THE SOUTHEASTERLY RIGHT OF WAY LINE OF LAKE FOREST DRIVE, 50.00 FEET HALF WIDTH AS SHOWN ON SAID TRACT NO . 12110, AND ALSO SAID MOST WESTERLY CORNER OF SAID LOT 7, AND THE TRUE POINT OF BEGINNING;
THENCE ALONG SAID SOUTHEASTERLY RIGHT OF WAY LINE AND THE NORTHWESTERLY LINE OF SAID LOT 7 NORTH 41° 57’ 32” EAST, 283.00 FEET; THENCE LEAVING SAID NORTHWESTERLY LINE, SOUTH 48° 01’ 45” EAST, 465.60 FEET TO THE SOUTHEASTERLY LINE OF SAID LOT 7;
THENCE ALONG SAID SOUTHEASTERLY LINE AND THE GENERAL SOUTHERLY LINES OF SAID LOT 7 THE FOLLOWING COURSES:
SOUTH 47° 55’ 43” WEST, 140.00 FEET;
NORTH 51° 47’ 02” WEST, 104.27 FEET;
NORTH 78° 05’ 44” WEST, 89.15 FEET;
SOUTH 66° 19’ 29” WEST, 129.99 FEET;
NORTH 55° 00’ 29” WEST, 154.34 FEET;
AND NORTH 12° 33’ 00” WEST, 77.38 FEET TO THE TRUE POINT OF BEGINNING THE ABOVE-DESCRIBED PARCEL OF LAND CONTAINS 110,301 SQUARE FEET OR
2.532 ACRES MORE OR LESS.
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ALL AS SHOWN ON EXHIBIT “B” ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.
SUBJECT TO ALL MATTERS OF RECORD, IF ANY.
Prepared by:
Lam Le L.S. 8231 DATE: 5/20/2026
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EXHIBIT “C”
General Depiction of That Portion of the Property Subject to Deed Restriction
EXHIBIT C:
AREA FOR DEED RESTRICTION
Approximate
Area for Deed
Restriction
Approximate
Area for Deed
Restriction
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ATTACHMENT 2
Item: 16
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RESOLUTION NO. 2026-12
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA, DECLARING ITS INTENTION
TO ABANDON REAL PROPERTY AND SETTING THE DATE
FOR A MEETING TO CONSIDER THE ABANDONMENT OF
PROPERTY PURSUANT TO THE MUNICIPAL PARK
ABANDONMENT LAW OF 1939
WHEREAS, the City of Lake Forest owns a certain parcel of unimproved real property approximately 6.5 acres in size referred to as the Whispering Hills Park Site, located along the east side of Lake Forest Drive between Vintage Woods Road and Dimension Drive ( the " Property"), which is depicted in Exhibit A" attached hereto and incorporated herein by reference; and WHEREAS, the Property was provided to the County of Orange through an irrevocable offer of dedication (" IOD") as part of original development approvals.
The IOD was transferred to the City in 1999; and
WHEREAS, over the years, the City has explored several park development concepts, however, due to the lack of funding and community consensus, the Property remains vacant and unimproved; and
WHEREAS, in response to State housing laws and the City's Strategic Plan, the City is considering a concept that would allow for affordable housing development on a portion of the Property while retaining the remaining portion for park and recreation purposes; and
WHEREAS, the provisions of California Government Code §§ 38501, et seq. the " Municipal Park Abandonment Law of 1939"), authorize the City to abandon and sell parkland that has not been used by the public for park purposes, where no public funds have been expended to improve the land as a park, and where no consideration has been paid for the land; and
WHEREAS, pursuant to California Government Code § 38503, before the abandonment of the Property, the City Council is required to adopt a resolution of intention describing the proposed abandonment and to fix a time, at least thirty Item: 16
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30) days after adoption of the resolution of intention, when it will consider and take action to order all or any portion of the park abandoned and the land sold.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE
FOREST HEREBY FINDS, RESOLVES, AND ORDERS AS FOLLOWS:
SECTION 1. The recitals above are true and correct and incorporated as a basis for the findings.
SECTION 2. The City Council finds that the Property that has not been used by the public for park purposes, no public funds have been expended to improve the Property as a park, and no consideration has been paid for the Property.
SECTION 3. Abandonment of the Property will become effective upon recordation by the City of the deed restriction included herein as Exhibit " B", limiting use of a portion of the Property generally depicted in Exhibit " C" to park purposes.
Exhibit " C" is not an exact depiction of the portion of Property that will be subject to the deed restriction, but is a general depiction of the area that will be more particularly described in the recorded deed restriction.
SECTION 4. Pursuant to the authority of California Government Code 38501, et seq., the City Council of the City of Lake Forest declares its intention to abandon the Property and hereby sets the date of June 16th, 2026, at 6:30 p.m., or as soon thereafter as the matter may be heard, in the Council Chambers, Lake Forest City Hall, 100 Civic Center Drive, Lake Forest, California as the date and time where the City Council will consider and take action to authorize the abandonment and sale of the Property.
SECTION 5. The City Clerk shall certify the passage and adoption of this Resolution and cause the same to be published and posted pursuant to the requirements of California Government § 38504.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Lake Forest at a regular meeting held this 5t" day of May, 2026 by the following vote:
Resolution No. 2026-12
Item: 16
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ROBERQUENO
MAYOR
ATTEST:
THY MERRITT
CITY CLERK
APPROVED AS TO FORM:
MATTHEW E. RICHARDSON
CITY ATTORNEY
Resolution No. 2026-12
Item: 16
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STATE OF CALIFORNIA )
COUNTY OF ORANGE ) SS
CITY OF LAKE FOREST )
I, Thy Merritt, City Clerk of the City of Lake Forest, California, do hereby certify that the foregoing Resolution No. 2026-12 was duly passed and adopted at a regular meeting of the Lake Forest City Council on the 5th day of May 2026 by the following vote, to wit:
AYES: COUNCIL MEMBERS: CIRBO, PEQUENO, TETTEMER, VOIGTS, YU NOES: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
THY MERRITT
CITY CLERK
Resolution No. 2026-12
Item: 16
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ATTACHMENT 3
Item: 16
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1920 Main St. Suite 225
Irvine, California 92614
(714) 796-2209
[email protected]
LAKE FOREST, CITY OF
100 CIVIC CENTER DR
LAKE FOREST, California 92630
Account Number: 5190701
Ad Order Number: 0011792744
Customer's Reference/PO Number:
Publication: Saddleback Valley News
Publication Dates: 05/14/2026, 05/21/2026 and 05/28/2026 Total Amount: $2922.91
Payment Amount: $0.00
Amount Due: $2922.91
Notice ID: gR2amiK9QpVuLWnZp9CN
Invoice Text: NOTICE OF PUBLIC HEARING TO BE HELD BY CITY OF LAKE FOREST CITY COUNCIL Subject: Abandonment of Property pursuant to the Municipal Park Abandonment Law of 1939 Hearing Date: June 16, 2026 Hearing Time: 6:30 p.m.
Hearing Location: Lake Forest Council Chambers, City Hall 100 Civic Center Drive, Lake Forest, CA Applicability:Citywide NOTICE IS HEREBY GIVEN – The City Council will hold a Public Hearing to consider and take action to authorize the abandonment of property with respect to the following: RESOLUTION NO. 2026-12
OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA,
DECLARING ITS INTENTION TO ABANDON REAL PROPERTY AND SETTING THE
DATE FOR A MEETING TO CONSIDER THE ABANDONMENT OF PROPERTY PURSUANT TO THE MUNICIPAL PARK ABANDONMENT LAW OF 1939 On May 5, 2026 the City Council of the City of Lake Forest, acting under and pursuant to California Government Code §§ 38501, et seq. (the "Municipal Park Abandonment Law of 1939") adopted Resolution No. 2026-12 (the “Resolution of Intention”) declaring its intention to consider the abandonment of unimproved real property approximately 6.5 acres in size referred to as the Whispering Hills Park Site, located along the east side of Lake Forest Drive between Vintage Woods Road and Dimension Drive (the "Property"), and setting the subject public hearing on the Resolution of Intention to consider and take action to authorize the abandonment of the Property. The Resolution of Intention provides in summary as follows: 1. The City of Lake Forest (“City”) is the owner of the Property described above and depicted in Exhibit “A” of the Resolution of Intention, which was provided to the County of Orange 5190701 - PHN CC 06-16-26 - Page 1 of 3
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See Proof on Next Page
Saddleback Valley News
1920 Main St. Suite 225
Irvine, California 92614
(714) 796-2209
100 CIVIC CENTER DR, ATTN: CITY CLERK
LAKE FOREST, California 92630
AFFIDAVIT OF PUBLICATION
STATE OF CALIFORNIA
County of Orange County
I am a citizen of the United States and a resident of the County aforesaid; I am over the age of eighteen years, and not a party to or interested in the above-entitled matter. I am the principal clerk of the Saddleback Valley News, a newspaper that has been adjudged to be a newspaper of general
circulation by the Superior Court of the County of Orange County, State of California, on December 7, 1976, Case No. A- 86742 in and for the City of Irvine, County of Orange County, State of California; that the notice, of which the annexed is a true printed copy, has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to wit:
05/14/2026, 05/21/2026, 05/28/2026
I certify (or declare) under the penalty of perjury under the laws of the State of California that the foregoing is true and correct:
Executed at Anaheim, Orange County, California, on
Date: May 28, 2026.
______________________________
Signature
5190701 - PHN CC 06-16-26 - Page 1 of 3
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5190701 - PHN CC 06-16-26 - Page 2 of 3
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5190701 - PHN CC 06-16-26 - Page 3 of 3
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Municipal Park Abandonment Law
JUNE 16, 2026
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Site Information
• 6.5 acres
• Located along the east side of
Lake Forest Drive between
Vintage Woods Road and
Dimension Drive
• Approximately 1.5 acres will be
deed restricted for park space
2 Item: 16
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Strategic Initiative No. 13
• The City Council approved the City’s Strategic Plan on June 3, 2025. • Included in the Strategic Plan is Strategic Initiative No. 13, Whispering Hills Affordable Housing Development.
• Phase 1: Completed
• Community outreach and engagement: Postcards
sent to approximately 818 residential addresses of
nearby residents.
• Phase 2: In Progress
• Contemplates advancement of the development
process, subject to City Council authorization.
3 Item: 16
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Resident Inquiries/Feedback
• Staff have received 4 emails related to this project:
• 2 emails requested general information on the project • 1 email was to clarify the date/location/time of this evening’s public hearing • 1 email was to clarify which publication published the notice 3 Item: 16
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Municipal Park
Abandonment Law
MPAL Process:
1. The City Council would Adopt a Resolution of Intention indicating the City’s intent to abandon and lease the site.
2. Staff would publish the Resolution of Intention once per week for three consecutive weeks.
3. The City Council would hold a Public Hearing & Adopt the Resolution. 4 Item: 16
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Phase 2 – Surplus Land Act
SLA Process:
1. Staff would send the California State Department of Housing and Community Development (“HCD”) a Notice of Availability (“NOA”).
2. The City Council would declare the site as Surplus Land. Interested parties have 60 days to notify the City after the NOA is sent.
3. The City must enter into “good faith” negotiations to determine a satisfactory sales price and terms.
4. The City/interested party has 90 days to enter into an agreement otherwise the City may dispose of the and however it wishes, subject to final approval of the City’s process by HCD.
5. Submit report to HCD outlining NOA and negotiation processes. HCD has 30 days to notify the City if a violation of the SLA was made. If one was made, the City has 60 days to remedy the situation. 5 Item: 16
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Draft SLA Timeline
June 16, 2026 City Council adopts final MPAL Resolution via Public Hearing Following City Council
Action
Staff sends HCD draft Notice of Availability (NOA)
July or August 2026 City Council authorizes staff to send a NOA to HCD for the site and declares the site as Surplus Land . This would trigger a 60-day solicitation period
Following City Council
Action
Notice of Availability issued to eligible entities pursuant to the Surplus Land Act
60 Days After NOA
Issuance
Statutory solicitation period concludes
Following Solicitation
Period
Good-faith negotiation period with responding entities, if applicable (90 days)
Following Negotiation
Period
Staff reports results of negotiations and next steps to the City Council Future Date Consideration of any proposed disposition agreement and/or development proposal, subject to separate City Council approval and environmental review 6
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Recommended Actions
1. Conduct a public hearing pursuant to the Municipal Park Abandonment Law regarding the proposed abandonment of the Whispering Hills Park Site.
1. Find that the proposed action is not a project under CEQA and alternatively exempt pursuant to CEQA Guidelines Section 15061(b)(3).
2. Adopt a Resolution entitled: "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE FOREST, CALIFORNIA, TO ABANDON AND SELL CITY-OWNED PROPERTY PURSUANT TO THE MUNICIPAL PARK ABANDONMENT LAW OF 1939.” 7 Item: 16
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/16/2026
DEPARTMENT: City Clerk
SUBJECT:
POLICIES ON DISRUPTION OF TELEPHONIC OR INTERNET SERVICE
DURING MEETINGS AND PUBLIC OUTREACH IN ACCORDANCE WITH
SENATE BILL 707
RECOMMENDED ACTION(S):
1. Adopt the Revised City Council Meeting Management Policy
2. Adopt the proposed Public Outreach Policy
EXECUTIVE SUMMARY:
Senate Bill 707 (“SB 707”), effective July 1, 2026, updates and expands several provisions of the Ralph M. Brown Act related to teleconferencing, remote public participation, accessibility, and public engagement. Because the City Council qualifies as an “eligible legislative body” under SB 707, the City Council must adopt certain policies and procedures governing remote participation in public meetings and outreach to encourage broader community engagement.
There are two policies necessary to implement these requirements. The first establishes procedures for responding to disruptions of telephonic or internet services during public meetings, including required recess procedures, restoration efforts, and findings necessary to continue meetings when service cannot be restored. The policy also includes guidance for addressing intentional remote disruptions, such as “Zoom-bombing,” while protecting First Amendment and Brown Act rights (Attachment 1). The second policy establishes a framework for reasonable public outreach efforts intended to encourage participation from underrepresented and non-English-speaking communities through digital communications, media outreach, and coordination with community organizations (Attachment 2).
Staff recommend adoption of the revised City Council Meeting Management Policy and proposed Public Outreach Policy to ensure the City’s compliance with SB 707 requirements prior to the statutory implementation deadline.
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BACKGROUND:
The Ralph M. Brown Act (Government Code section 54950 et seq.) imposes open meeting requirements on local legislative bodies. In 2025, the Legislature adopted Senate Bill 707 (“SB 707”), which reorganizes, clarifies, and updates various Brown Act provisions, including those governing teleconferencing, remote public participation, and meeting procedures.
SB 707 applies to all legislative bodies, but certain special provisions apply only to “eligible legislative bodies,” as defined. The Lake Forest City Council qualifies as an “eligible legislative body” because the City has a population of more than 30,000 people.
Among other things, starting July 1, 2026, SB 707 requires “eligible legislative bodies” to follow specific requirements for providing remote access to public participants in Council meetings via two-way audiovisual platforms or two-way telephonic services; captioning when using audiovisual platforms; and expanded accessibility and translation for notices and websites.
In addition, SB 707 requires “eligible legislative bodies” to take certain actions to encourage residents, including underrepresented communities and non-English speaking communities, to participate in public meetings. An Outreach Policy is also presented for Council’s consideration.
DISCUSSION:
Requirement to Adopt a Policy for Service Disruptions for Remote Meeting Participants
SB 707 requires eligible legislative bodies on or before July 1, 2026, to adopt a policy governing disruption of telephonic and internet service for remote meeting participants. At its January 20, 2026, meeting, the City Council adopted a City Council Meeting Management Policy that included a section on telephonic and internet service disruptions. The attached revised City Council Meeting Management Policy incorporates further requirements of SB 707. The revised policy also specifies that the Mayor may limit the allotted time for speakers when needed (Attachment 1).
Two-Way Remote Attendance and Disruption Procedures for Eligible Legislative Bodies
The following SB 707 requirements solely apply to Lake Forest City Council meetings. The requirements do not apply to the City’s commissions (i.e., Community Services, Parking and Traffic, and Planning Commissions) or the Item: 17
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Audit Committee. These new requirements also do not apply to certain specified types of meetings, such as “field trip” type meeting, or emergency meetings. The revised City Council Meeting Management Policy lists those exemptions and incorporates all of the required provisions noted here.
SB 707 requires “eligible legislative bodies” (starting July 1, 2026, through January 1, 2030) to offer two-way public access for meetings via telephonic or audiovisual platforms (e.g. Zoom, Teams). Prior to July 1, 2026, local agencies must also adopt a policy for disruptions to telephonic or internet services which includes the following:
If there is a service disruption during a meeting, the body must recess and make a good-faith effort to restore service.
The recess must last at least one hour (or until service is restored, whichever occurs first).
If the disruption cannot be resolved, the City Council must adopt a finding by roll call vote confirming that good-faith efforts were made to fix the issue and that resuming the meeting serves the public interest more than delaying it further.
The bill allows a legislative body or its presiding officer (Mayor) to remove or limit participation from individuals engaging in disruptive behavior, regardless of whether the individual is attending in-person or via two-way audiovisual or telephonic services.
The revised City Council Meeting Management Policy addresses these changes.
Disruptions Caused by Participants
While not required under SB 707, the revised City Council Meeting Management Policy includes a section with guidance to the City Council and staff in the event of an intentional disruption to a meeting caused by a remote public participant or group of participants.
Such intentional disruptions may include, but are not limited to, so-called “Zoom- bombing.” Zoom-bombing involves the use of a remote participation platform to visually or audibly disrupt a meeting by sharing obscene or offensive material; use of obscene, threatening or offensive language; making disruptive noise; or otherwise preventing the meeting from functioning.
While the City can respond when remote participants actually disrupt a public meeting, the First Amendment and Brown Act rights of public participants must Item: 17
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also be respected, even if that speech is offensive. Therefore, it is beneficial for local legislative bodies to have written guidance about how and when to respond.
Written guidance can empower the Presiding Officer, Councilmembers, and staff to address such disruptions in an effective and lawful manner.
The attached policy provides that in the event of an actual disruption, after a first verbal warning from the Presiding Officer or the City Clerk, a disruptive remote public participant may have their microphone muted or be removed entirely from the meeting either as a last resort or because muting the participant is not available on the service being used. The policy also defines an actual disruption in accordance with relevant laws, so that the Presiding Officer and staff can distinguish between protected First Amendment speech and a disruption.
Public Participation and Outreach Policy
The proposed Public Outreach Policy (Attachment 2) establishes the reasonable efforts the City Council will take to invite groups that do not traditionally participate in public meetings to attend its meetings under the Brown Act (Government Code § 54953.4(b)(3)(C)). This Policy is intended to support inclusive public engagement while preserving the City Council’s discretion to determine and adjust appropriate outreach methods based on local needs, priorities, and available resources.
Within twelve months of adoption of this Policy, City staff will prepare and present to the City Council a list of organizations, media outlets, and other entities that may assist in expanding awareness of the City Council’s meetings. In addition, the City Council may provide direction to staff to utilize a variety of outreach methods, depending on available resources and community needs. These may include direct distribution of meeting information through e-mail or other notification systems; posting of meeting information on the City’s website or other digital platforms; use of social media or electronic communications; and coordination with media outlets or community organizations to share information about upcoming meetings.
Language Access and Public Outreach
From July 1, 2026, to July 1, 2030, certain legislative bodies must translate their meeting agendas into any language spoken by 20% or more of the local population that speaks English less than “very well” based on the American Community Survey (“ACS”) data. According to the ACS data, the City has not reached the threshold that requires agenda translation. All eligible legislative bodies are required to make reasonable efforts, as determined by the legislative body, to invite groups that do not traditionally participate in public meetings to attend those meetings. The proposed Public Outreach Policy facilitates compliance with these requirements.
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Other SB 707 Changes
In addition to the above mandates related to two-way participation, SB 707 also reorganizes and expands teleconferencing rules and extends certain provisions from Assembly Bill (AB) 2449 (2022) until January 1, 2030. SB 707 changes are as follows:
New sections added (Government Code Sections 54953.8 through 54953.8.7) to provide alternative teleconferencing options, beyond the “traditional” Brown Act rules for certain bodies.
“Just Cause” remote participation is expanded to now include reasons such as caregiving, illness, family emergencies, military service, etc. Removes the AB 2449 requirement for the Council to approve remote participation when a Councilmember is absent for “Just Cause”. Reiterates AB 2449's annual limit to five meetings annually for "Just Cause" participation per Councilmember, because Lake Forest’s meetings are regularly scheduled for twice a month or less.
Other limits apply if the body meets more frequently per month on a regular basis.
Video of the Councilmembers and Council Chambers must be visible by the public but does not require audiovisual participation; telephonic participation is sufficient public participation.
The emergency meeting exception (when there’s a proclaimed state or local emergency) is preserved and expanded to allow for, under certain conditions, the body to meet entirely remotely without a physical in-person location.
For City Councilmembers with disabilities, remote participation is codified as a reasonable accommodation:
oThe Council Member must use both audio and video (unless exception is required).
oMust disclose whether others (18+ years of age) are present in their remote location and the nature of their relationship to them.
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oTheir attendance counts toward a quorum, as if they were physically present.
oVideo of the Councilmember (unless disability prevents such) and Council Chambers must be visible by the public but does not require audiovisual participation; telephonic participation is sufficient public participation.
FISCAL IMPACT:
There is no direct fiscal impact associated with adopting these policies; however, the City will incur costs related to maintaining a subscription to host teleconferencing and staff costs for information technology-related services to address potential service interruptions during City Council meetings. Staff has incorporated these anticipated costs into the upcoming fiscal year operating budget.
ATTACHMENTS:
1. Revised City Council Meeting Management Policy
2. Proposed Outreach Policy
Initiated By: Thy Merritt, City Clerk
Submitted By: Matthew Richardson, City Attorney
Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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City Council Policy: CC.07.10: City Council Meeting Management Adopted 1/20/2026 Page 1 of 5
CITY COUNCIL POLICY : CITY COUNCIL MEETING
MANAGEMENT
AdoptedRevised: January 20June 16 , 2026
CC.07.10
The City Council Meeting Management Po licy provides for the orderly conduct of Council Meetings and facilitates the people’s business.
ORDER OF THE CITY COUNCIL MEETING AGENDA
PURPOSE
This section of the policy establishes the order of regular City Council Agenda Business and provides guidelines fo r managing the Agenda during City Council Meetings.
Special Meetings
Special Meetings shall be convened at th e time and place listed on the Notice and Call of Special Meeting.
ORDER OF AGENDA
Regular Meetings
The City Council Meeting Agenda for Re gular Meetings will proceed in the following Order of Business, but ag enda items may be reorganized as appropriate following consultation with the Mayor, the City Manager, and the City Clerk.
Call to Order
Closed Session Public Comment
Closed Session
Invocation
Pledge of Allegiance
Student Liaison Report
Presentations
Public Comment
Consent Calendar
Public Hearings
Discussion Items
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Continued Public Comment (if necessary)
City Manager’s Report
Council Member Comments
Continued Closed Session (if necessary)
Adjournment.
Special Meetings
The City Council meeting agenda for Special Meetings will contain only those items necessary for the conduct of the Special Meeting and as listed on the Notice and Call of Special Meeting.
ADJOURNMENT
Consideration of Adjournment
At 9:30 p.m., the City Council shall de termine by motion and vote whether the meeting should continue or if the meeting should conclude and any remaining items be continued to the next regular City Council meeting agenda.
PUBLIC COMMENT: DEFINITION, COMMENT PERIOD, AND CONDUCT
PURPOSE
Pursuant to State law, the public has the right to address the City Council on any item under the subject matter jurisdic tion of the Council. This section of the policy establishes guid elines for members of the public to address the City Council for that purpose.
PUBLIC COMMENT
Definition
Public Comment is defined as communication which may be submitted in writing, submitted from social media sources, or spoken from the podium after being recognized by the Presiding Officer, or signified by applause while another member of the public or City Council Member is speaking after being recognized by the Presiding Officer. No other form of audible expression is permitted under this Policy.
Length of Comment
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Those addressing the City Council und er Public Comments and on matters listed on the agenda shall be gi ven three minutes per speaker. The Presiding Officer may reduce the allotted time per speaker if reasonable under the circumstances (e.g., due to a large number of speakers). A speaker may not transfer or otherwise grant their three minutes allotted time to another speaker. There shall be no limit established as to the number of speakers permitted or the aggregate number of speakers per meeting.
The foregoing two paragraphs notwithstanding, the City Council will provide at least twice the allotted time to a member of the public who utilizes a translator to ensure that non-English speakers receive the same opportunity to directly address the City Council as English speakers, unless the City utilizes simultaneous translation equipment in a manner that allows the City Council to hear the translated public testimony simultaneously.
Response to Public Comment
Individual Council Members may respond to matters presented by speakers under Public Comments immediately following each individual Public Comment, limiting their remarks to no more than one minute.
Council Members shall not argue with, scream at, or denigrate any speaker for any reason, regardless of provocation. Notwithstanding this provision, Council Members may respond briefly, o ffer alternative facts or opinions.
DISRUPTION OF TELEPHONIC OR INTERNET SERVICE DURING CITY
COUNCIL OPEN SESSION
PURPOSE
This section of the policy is designed to address procedures for recessing and reconvening an open City Council meet ing in the event of a disruption of telephonic or internet services and th e efforts taken by the City Council to attempt to restore service. The goal is to ensure compliance with Senate Bill 707. All definitions contained in Government Code Section 54953.4 et seq. shall apply to this policy.
POLICY STATEMENT
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Beginning July 1, 2026, in the event of a disruption to telephonic or internet services during a City Council meeting, the City Council shall make good faith attempts to restore service so as to ensure remote public access .
PROCEDURE
1. Recess Meeting:
Pursuant to Government Code Section Section 54953.4(b)(1)(i)(I)(ib), should there be a telephonic or internet disruption during an Open Session of a City Council meeting and thereb y prevents members of the public from attending or observing the meetin g, the City Council shall recess the meeting for up to one (1) hour and make good faith attempts to restore service.
2. Reconvene Meeting:
The City Council shall not reconvene th e Open Session of the meeting for at least one (1) hour after the disruption or until service is restored, whichever is earlier. The City Council may meet in an authorized Closed Session during this recess, if applicable.
If dispruption cannot be remedied and at least one (1) hour has passed, the City Council shall reconvene the Open Session of the meeting . The Council may at that time (a) Adjourn the meetin g; (b) Extend the recess to allow staff more time to make a good faith effort to restore remote access services; or (c) Continue the open session portion of the meeting by adopting, by roll call vote, the following or a substantially similar finding:
“The City of Lake Forest has made good faith efforts to restore telephonic or internet service in accordance with its adopted policy, and the public interest in continuing the meeting outweighs the public interest in remote public access.” and adopt a finding, by roll call vote, that: (1) good faith efforts were taken to restore the service; and (2) the public interest in continuing the meeting outweighs the public inte rest in remote public access.
3. Recording of Findings:
The City Clerk shall enter a brief statem ent into the meeting minutes, including:
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• The nature and time of the service disruption;
• The time the meeting was re convened (if applicable); • Any finding adopted pursuant to Section 2 of this policy.The finding will be recorded in the official meeting minutes.
4. Response to Members of the Public Disrupting a Meeting If the Mayor or City Clerk becomes awar e of a member of the public who is attending the meeting through remote access services and is disrupting the meeting or otherwise preven ting other members of the public from attending or observing the meeting remotely or in-person:
a. The Mayor or City Clerk shall warn the person who is participating through remote access services that he or she is disrupting the meeting and his or her failure to cease that behavior may result in his or her removal. b. If the person to whom the Mayor gave the above warning persists in disrupting the meeting, the Mayor shall order staff to:
i. mute or otherwise limit the individual’s ability to disrupt the meeting, while allowing the individual to continue to
observe and attend the meeting; or
ii. remove the individual from the meeting if paragraph (a) does not address the disrupting behavior or is not available using the remote access service
5. Transparency and Accountability:
By adhering to this policy, the City Council will continue to facilitate public access to City Council meetings. Pursua nt to SB707, this section of the policy shall take effect on July 1, 2026.
AUTHORIZED BY
Lake Forest City Council
January 20June 16 , 2026
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ATTACHMENT 2
Item: 17
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City Council Policy: CC.07.22: Meeting Report
Adopted X/XX/XXXX
CITY COUNCIL POLICY: Public Outreach
Introduced June 16, 2026 CC.07.22
1. B
ackground
Senate Bill 707 (2025) amended the Brown Act to require eligible legislative bodies to take certain actions to encourage residents, including those in underrepresented communities and non-English-speaking communities, to participate in public meetings.
2. Purpose
This Policy establishes the reasonable efforts the City of Lake Forest City Council (“City Council”) will take to invite groups that do not traditionally participate in public meetings to attend its meetings under the Brown Act (Government Code § 54953.4(b)(3)(C)). This Policy is intended to support inclusive public engagement while preserving the City Council’s discretion to determine and adjust appropriate outreach methods based on local needs, priorities, and available resources.
3. Identification of Outreach Recipients
Within 12 months of the adoption of this Policy, City of Lake Forest (“City”) staff will prepare and present to the City Council a list of organizations, media outlets, and other entities that may assist in expanding awareness of the City Council’s meetings. This list may include, but is not limited to, a. Media organizations that provide news coverage in the City’ s
j
urisdiction, including media organizations that serve non-English- speaking communities; and
b. Community-based organizations such as good government groups, civil rights organizations, civic engagement organizations, neighborhood as
sociations, and other community or cultural groups active in the City’s j
urisdiction, including organizations active in non-English-speaking co
mmunities.
The list may be updated [annually, biennially, or periodically] as determined appropriate by the City Council or designated staff.
4. Outreach Methods
Using the above list, the City Council may provide direction to staff to utilize a variety of outreach methods, depending on available resources and Item: 17
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City Council Policy: CC.07.22: Meeting Report
Adopted X/XX/XXXX
community needs. These may include direct distribution of meeting information through e-mail or other notification systems; posting of meeting information on the City’s website or other digital platforms; use of social media or electronic communications; and coordination with media outlets or community organizations to share information about upcoming meetings.
The City may also provide direction to staff to consider partnerships with community-based organizations or other stakeholders to help disseminate information to broader or underrepresented audiences. Where feasible, outreach efforts may include the use of multilingual communications, culturally relevant messaging, or engagement through media outlets serving diverse communities.
Nothing in this Policy, however, requires the use of any particular outreach method.
5. Role of Staff
The City Council may assign responsibility for supporting outreach efforts to appropriate City staff, including but not limited to the Clerk’s office, Communications staff, or other designated personnel. Staff responsibilities may include maintaining or updating outreach contact lists, preparing and distributing outreach materials, coordinating with community organizations or media outlets, and recommending outreach strategies for consideration by the City Council. Staff may also assist in identifying opportunities to improve outreach based on experience, feedback, or changes in community needs.
6. Documentation and Reporting
The City Council may request periodic summaries of outreach efforts for informational purposes. Such summaries may include general descriptions of outreach activities undertaken, categories of organizations or groups contacted, and observations regarding participation or engagement trends.
Reporting may be provided on a periodic basis as determined by the City Council and is not intended to require detailed tracking of every outreach activity.
7. Evaluation and Adjustment
The City Council may periodically review its outreach practices and make adjustments as appropriate. In doing so, it may consider factors such as community feedback, participation levels, resource availability, and evolving communication practices.
Item: 17
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City Council Policy: CC.07.22: Meeting Report
Adopted X/XX/XXXX
8. Discretion and Limitation
This Policy is intended to provide general guidance and does not create mandatory duties or obligations. The City Council retains broad discretion in determining what constitutes reasonable outreach efforts. Consistent with applicable law, failure to provide outreach or notice to any specific organization or group shall not give rise to any claim or liability.
9. Additional Brown Act Public Access Requirements
In addition to the outreach efforts described in this Policy, the Brown Act establishes additional public access requirements intended to support broad participation in public meetings of eligible legislative bodies like the City Council. These requirements include, among other things: provisions related to the translation of meeting agendas into applicable languages (if applicable), the availability of a public meetings webpage with specified information in required languages (if applicable), systems for requesting agendas and meeting materials, and accommodations that facilitate public participation, including assistance for interpretation.
AUTHORIZED BY
Lake Forest City Council
June 16, 2026
Item: 17
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/16/2026
DEPARTMENT: City Manager
SUBJECT:
EIGHTH AMENDMENT TO CITY MANAGER EMPLOYMENT AGREEMENT
RECOMMENDED ACTION(S):
Approve the Eighth Amendment to City Manager Employment Agreement and authorize the Mayor to execute and the City Clerk to attest the document.
EXECUTIVE SUMMARY:
The City Council recently completed the annual evaluation process for the City Manager. As a result of a positive evaluation, the Council directed the City Attorney to prepare the attached Eighth Amendment to City Manager Employment Agreement (“Eighth Amendment”) providing for an increase to the City Manager’s base salary of five and one-half percent for the next year, a one- time bonus of $20,000 and the inclusion of language regarding a joint statement to be issued if the City Manager were separated from employment.
Debra D. Rose has served as the City Manager of the City of Lake Forest since 2017. In line with previous years, the City Council and Ms. Rose have reviewed and agreed upon the terms of employment including salary, benefits, procedures for annual performance evaluations, and authorized compensation adjustments and additional benefits as set forth in the proposed Eighth Amendment.
FISCAL IMPACT:
Effective July 1, 2026, the proposed Eighth Amendment provides for an increase of $16,963 to a base salary of $325,390, and a one-time lump-sum non- PERSable $20,000 bonus. The 2026-2027 Operating Budget includes sufficient funding for the recommended action.
ATTACHMENTS:
1. City Manager Employment Agreement
2. First Amendment to City Manager Employment Agreement
3. Second Amendment to City Manager Employment Agreement Item: 18
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4. Third Amendment to City Manager Employment Agreement
5. Fourth Amendment to City Manager Employment Agreement
6. Fifth Amendment to City Manager Employment Agreement
7. Sixth Amendment to City Manager Employment Agreement
8. Seventh Amendment to City Manager Employment Agreement
9. Proposed Eighth Amendment to City Manager Employment Agreement Submitted By: Matthew Richardson, City Attorney
Approved By: Keith Neves, Assistant City Manager
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ATTACHMENT 1
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ATTACHMENT 2
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ATTACHMENT 3
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Attachment 4
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Attachment 5
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Attachment 6
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FIFTH AMENDMENT TO AGREEMENT FOR EMPLOYMENT
CITY MANAGER
THIS FIFTH AMENDMENT is made and entered into this 20th day of June, 2023, effective July 1, 2023, by and between the City of Lake Forest, a California general law municipal corporation of the State of California, hereinafter referred to as " City" and Debra D. Rose, hereinafter referred to as " City Manager."
RECITALS
WHEREAS, the City Council of the City of Lake Forest entered into that certain Agreement for Employment dated May 2, 2017 (" Agreement") employing the services of Debra D. Rose as City Manager of the City of Lake Forest; and WHEREAS, the City Council of the City of Lake Forest subsequentlyentered into that certain Amendment to Agreement for Employment dated August 7, 2018 ( First Amendment"); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Second Amendment to Agreement for Employment dated August 20, 2019 ( Second Amendment"); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Third Amendment to Agreement for Employment dated June 1, 2021 Third Amendment"); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Fourth Amendment to Agreement for Employment dated June 7, 2022 Fourth Amendment"); and
WHEREAS, the City now desires to amend the Agreement in order to provide for an increase to the City Manager's annual Base Salary (" Fifth Amendment").
NOW, THEREFORE, in consideration of the respective and mutual covenants hereinafter contained and made, and subject to all the terms and conditions hereof, City and City Manager agree as follows:
TERMS
A. Compensation. Section 2(A) is hereby amended in its entirety to read as follows:
Effective July 1, 2023, the City shall pay City Manager an annual Base Salary of two hundred seventy-eight thousand four hundred forty dollars Item: 18
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278,440) in installments at the same time as other executive management employees ( department heads) of City are paid."
B. Remaining Provisions of Agreement. Except as otherwise specifically set forth in this Fifth Amendment, the remaining provisions of the Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, the parties have executed this Fourth Amendment the date and year first above written.
CITY OF LAKE FOREST CITY MANAGER
Doug Cirbo % Debra D. Rose
Mayor City Manager
ATTEST:
Lisa Berglund
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
Item: 18
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Attachment 7
Item: 18
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55136.00000\42382753.1
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SIXTH AMENDMENT TO AGREEMENT FOR EMPLOYMENT
CITY MANAGER
THIS SIXTH AMENDMENT is made and entered into this 18th day of June, 2024, effective July 1, 2024, by and between the City of Lake Forest, a California general law municipal corporation of the State of California, hereinafter referred to as "City" and Debra D. Rose, hereinafter referred to as " City Manager."
RECITALS
WHEREAS, the City Council of the City of Lake Forest entered into that certain Agreement for Employment dated May 2, 2017 (“ Agreement”) employing the services of Debra D. Rose as City Manager of the City of Lake Forest; and WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Amendment to Agreement for Employment dated August 7, 2018 (First Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Second Amendment to Agreement for Employment dated August 20, 2019 ( Second Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Third Amendment to Agreement for Employment dated June 1, 2021 Third Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Fourth Amendment to Agreement for Employment dated June 7, 2022 Fourth Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Fifth Amendment to Agreement for Employment dated June 20, 2023 Fifth Amendment”); and
WHEREAS, the City now desires to amend the Agreement in order to provide for an increase to the City Manager’s annual Base Salary and to provide additional benefits (“ Sixth Amendment”).
NOW, THEREFORE, in consideration of the respective and mutual covenants hereinafter contained and made, and subject to all the terms and conditions hereof, City and City Manager agree as follows:
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TERMS
A. Compensation. Section 2(A) is hereby amended in its entirety to read as follows:
Effective July 1, 2024, the City shall pay City Manager an annual Base Salary of two hundred ninety- five thousand one hundred forty- six dollars ($ 295, 146) in installments at the same time as other executive management employees department heads) of City are paid.”
B. Deferred Compensation. Section 2(I) is hereby amended in its entirety to read as follows:
The City agrees to contribute the IRS maximum annual contribution for a 457 ( b) plan to the City Manager’s deferred compensation account at the beginning of each fiscal year during the term of this Agreement. ( This is $ 23,000 for 2024).”
C. Bonus. Section 2(J) is hereby added as follows:
The City agrees to provide a one- time lump- sum non- PERSable bonus in the amount of twelve thousand dollars ($ 12,000).”
D. Remaining Provisions of Agreement. Except as otherwise specifically set forth in this Sixth Amendment, the remaining provisions of the Agreement, as previously amended, shall remain in full force and effect.
IN WITNESS WHEREOF, the parties have executed this Sixth Amendment the date and year first above written.
CITY OF LAKE FOREST CITY MANAGER
Mark Tettemer Debra D. Rose
Mayor City Manager
ATTEST:
DocuSign Envelope ID: 19D7F400- D76A- 4C1D- 8C56- 4192E91A585A Item: 18
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55136.00000\42382753.1
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Lisa Berglund
City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
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ATTACHMENT 8
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55136.00000\43830478.2
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SEVENTH AMENDMENT TO AGREEMENT FOR EMPLOYMENT
CITY MANAGER
THIS SEVENTH AMENDMENT is made and entered into this 3rd day of June, 2025, effective July 1, 2025, by and between the City of Lake Forest, a California general law municipal corporation of the State of California, hereinafter referred to as " City" and Debra D. Rose, hereinafter referred to as " City Manager."
RECITALS
WHEREAS, the City Council of the City of Lake Forest entered into that certain Agreement for Employment dated May 2, 2017 (“ Agreement”) employing the services of Debra D. Rose as City Manager of the City of Lake Forest; and WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Amendment to Agreement for Employment dated August 7, 2018 (First Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Second Amendment to Agreement for Employment dated August 20, 2019 ( Second Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Third Amendment to Agreement for Employment dated June 1, 2021 Third Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Fourth Amendment to Agreement for Employment dated June 7, 2022 Fourth Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Fifth Amendment to Agreement for Employment dated June 20, 2023 Fifth Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Sixth Amendment to Agreement for Employment dated June 18, 2024 Sixth Amendment”); and
WHEREAS, the City now desires to amend the Agreement in order to provide for an increase to the City Manager’s annual Base Salary and to provide additional benefits (“ Seventh Amendment”).
NOW, THEREFORE, in consideration of the respective and mutual covenants hereinafter contained and made, and subject to all the terms and conditions hereof, City and City Manager agree as follows:
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TERMS
A. Compensation. Section 2(A) is hereby amended in its entirety to read as follows:
Effective July 1, 2025, the City shall pay City Manager an annual Base Salary of three hundred eight thousand four hundred twenty- seven dollars 308, 427) and effective July 1, 2026, the City shall pay City Manager an annual Base Salary of three hundred twenty- two thousand three hundred six dollars 322, 306), in installments at the same time as other executive management employees ( department heads) of City are paid.”
B. Deferred Compensation. Section 2(I) is hereby amended in its entirety to read as follows:
The City agrees to contribute the IRS maximum annual contribution for a 457 ( b) plan to the City Manager’s deferred compensation account at the beginning of each fiscal year during the term of this Agreement. ( This is $ 23,500 for 2025). In addition, the City agrees to contribute the IRS maximum annual contribution for an age- based catch- up for a 457( b) plan to the City Manager’s deferred compensation account ( an additional $ 7,500 for 2025) at the beginning of each fiscal year during the term of this Agreement.” C. Bonus. Section 2(J) is hereby added as follows:
The City agrees to provide a one- time lump- sum non- PERSable bonus in the amount of twelve thousand dollars ($ 12,000) for 2025- 2026 payable in the first pay period after this Agreement is effective.”
D. Remaining Provisions of Agreement. Except as otherwise specifically set forth in this Seventh Amendment, the remaining provisions of the Agreement, as previously amended, shall remain in full force and effect.
IN WITNESS WHEREOF, the parties have executed this Seventh Amendment the date and year first above written.
CITY OF LAKE FOREST CITY MANAGER
Scott Voigts Debra D. Rose
Mayor City Manager
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ATTEST:
Thy Merritt Acting City Clerk
APPROVED AS TO FORM:
Best Best & Krieger LLP
City Attorney
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Attachment 9
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55136.00000\45094729.1
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EIGHTH AMENDMENT TO AGREEMENT FOR EMPLOYMENT
CITY MANAGER
THIS EIGHTH AMENDMENT is made and entered into this 16th day of June, 2026, effective July 1, 2026, by and between the City of Lake Forest, a California general law municipal corporation of the State of California, hereinafter referred to as "City" and Debra D. Rose, hereinafter referred to as "City Manager."
RECITALS
WHEREAS, the City Council of the City of Lake Forest entered into that certain Agreement for Employment dated May 2, 2017 (“Agreement”) employing the services of Debra D. Rose as City Manager of the City of Lake Forest; and WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Amendment to Agreement for Employment dated August 7, 2018 (First Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Second Amendment to Agreement for Employment dated August 20, 2019 (Second Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Third Amendment to Agreement for Employment dated June 1, 2021 (Third Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Fourth Amendment to Agreement for Employment dated June 7, 2022 (Fourth Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Fifth Amendment to Agreement for Employment dated June 20, 2023 (Fifth Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Sixth Amendment to Agreement for Employment dated June 18, 2024 (Sixth Amendment”); and
WHEREAS, the City Council of the City of Lake Forest subsequently entered into that certain Seventh Amendment to Agreement for Employment dated June 3, 2025 (Seventh Amendment”); and
WHEREAS, the City now desires to amend the Agreement in order to provide for an increase to the City Manager’s annual Base Salary and to provide additional benefits (“Eighth Amendment”).
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NOW, THEREFORE, in consideration of the respective and mutual covenants hereinafter contained and made, and subject to all the terms and conditions hereof, City and City Manager agree as follows:
TERMS
A. Compensation. Section 2(A) is hereby amended in its entirety to read as follows:
“Effective July 1, 2026, the City shall pay City Manager an annual Base Salary of three hundred twenty-five thousand three hundred ninety dollars ($325,390), in installments at the same time as other executive management employees (department heads) of City are paid.”
B. Communications Upon Manager’s Separation. Section 3(H) is hereby added as follows:
“In the event City terminates City Manager for any reason or no reason, City and City Manager agree that no member of the City Council, the City Management staff, nor City Manager, shall make any written, oral or electronic statement to any member of the public, the press, or any City employee concerning the City Manager’s termination except in the form of a joint press release or statement, the content of which is mutually agreeable to City and City Manager. The joint press release or statement shall not contain any text or information that is disparaging to either party. Either party may verbally repeat the substance of the joint press release or statement in response to any inquiry.”
C. Bonus. Section 2(J) is hereby amended in its entirety to read as follows:
“The City agrees to provide a one-time lump-sum non-PERSable bonus in the amount of twenty thousand dollars ($20,000) for 2026-2027 payable in the first pay period after this Agreement is effective.”
D. Remaining Provisions of Agreement. Except as otherwise specifically set forth in this Eighth Amendment, the remaining provisions of the Agreement, as previously amended, shall remain in full force and effect.
IN WITNESS WHEREOF, the parties have executed this Eighth Amendment the date and year first above written.
CITY OF LAKE FOREST CITY MANAGER
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_____________________ _____________________
Mark Tettemer Debra D. Rose
Mayor City Manager
ATTEST:
_______________________
Thy Merritt
City Clerk
APPROVED AS TO FORM:
_______________________
Best Best & Krieger LLP
City Attorney
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 6/16/2026
DEPARTMENT: City Manager
SUBJECT:
LEGISLATIVE AND REGULATORY MATTERS
RECOMMENDED ACTION(S):
Exercise discretion to adopt a policy position on Assembly Bill ("AB") 1795.
EXECUTIVE SUMMARY:
As part of its Legislative and Regulatory Program, the City Council adopt a Legislative and Regulatory Platform every two years prior to the start of the Federal and State Legislative Session (Attachment 1). City staff periodically bring policy positions before the City Council for consideration as part of the City’s Legislative and Regulatory Matters program. At the May 21, 2026, Special Meeting of the City Council, staff provided a summary and policy recommendations on state legislation for City Council consideration. During the meeting, Council Member Tettemer moved to request additional information regarding on Assembly Bill (AB) 1795 for further discussion and the motion was carried by a vote of 4-0 with Council Member Voigts absent (Attachment 2).
Assembly Bill 1795
Assembly Bill (AB) 1795 introduced by Assembly Member Gipson, The Smoke Damage Recovery Act seeks to develop a comprehensive statewide framework to ensure consistent, science-based handling of smoke-damage claims (Attachments 3 and 4). Residential property insurance policies that cover the peril of fire also cover smoke damage caused by fire, and insurers are required to fully investigate claims and restore covered properties to pre-loss condition.
However, California has no statewide standards governing the inspection or testing of smoke-damaged homes, no minimum sampling or clearance protocols, no mandated remediation methods, and no training or certification requirements for professionals who assess or remediate smoke damage.
This bill would mandate insurer compliance with remediation protocols and clarify their obligation to cover the cost of restoring properties to pre-loss condition.
These standards will apply to all residential property insurance policies. AB 1795 identifies state agencies, such as the California Environmental protection Agency (“CalEPA”) responsible for implementing and enforcing the statewide testing Item: 19
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standards for smoke damage and create penalties for noncompliance. The bill would also establish a smoke damage claims process under the California Department of Insurance (“CDI”).
Additional Information on Fiscal Effects:
Per the Assembly Bill Fiscal Committee Analysis (“Fiscal Analysis”) for the May 13, 2026, Assembly Committee on Appropriations Hearing (Attachment 5), CalEPA estimates ongoing costs of $6 million for 25 positions in addition to unknown ongoing annual contracting costs to develop remediation requirements, establish remediation training and certification requirements, and deploy regulations to implement, administer and enforce the new requirements. While the bill calls for establishing fees to cover the agency’s administrative and enforcement costs, initial startup costs to implement this requirement would need to be covered by the State’s General Fund.
The bill may also result in ongoing costs to CDI to enforce new standards for residential wildfire smoke damage insurance claims, adopt related regulations, and create and enforce training and certification programs for insurance adjusters who inspect or evaluate smoke damage. New standards would include insurer obligations for testing, remediation payments, additional living expenses, claim timelines, and unfair practice penalties. One-time costs to develop a training and certification program are estimated to total $14,000 by CDI.
Coordination from other agencies such as the Office of Environmental Health Hazard Assessment (“OEHHA”), CalFIRE, the Department of Toxic Substances Control (“DTSC”), and other impacted agencies are listed with both estimated and unknown costs in the Fiscal Analysis. The California Legislative Analyst’s Office recently warned of General Fund structural deficits of around $35 billion per year in the 2027-28 FY and ongoing.
Additional Information on Impact on Residential Customers:
While there are estimated costs to developing and implementing the regulatory framework at the state level, costs for training and certifications for adjusters as well as fees and penalties for non-compliance are intended to be borne by insurers, whether they be market-rate providers or providers that participate in the FAIR Plan. The impact on residential customers or those who purchase insurance from these providers is unknown.
Several associations representing the insurance industry actively participated in the Smoke Claims and Remediation Task Force that issued the report that led to the proposed legislation. These organizations have argued that while the industry supports smoke claim testing and remediation standards, standards should be grounded in defensible science and structured in a way that is operationally Item: 19
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feasible and legally durable. Additionally, the coalition argues that while the bill is intended to improve consistency and consumer outcomes, there are significant concerns for insurers related to contract certainty, retroactive application, operational feasibility, and cost escalation.
Current Status of the Bill
AB 1795 was read a third time by the full Assembly, passed, and moved forward to the second house (State Senate) on June 8, 2026, as an urgency clause was adopted which exempted the bill from the May 29 deadline. As of the publication of the City Council agenda, AB 1795 has been read for the first time in the State Senate and sent to the Senate Committee on Rules for assignment.
All decisions on actions to adopt formal support or oppose positions on legislation are at the discretion of the City Council. Inasmuch as the City Council requested that this item be placed on the agenda, any further direction is at its sole discretion.
FISCAL IMPACT:
Fiscal impact is dependent upon City Council action and discretion.
ATTACHMENTS:
1. Legislative and Regulatory Platform
2. Minute Excerpt of May 21, 2026, Special Meeting of the City Council
3. Assembly Bill (AB) 1795 Bill Text
4. AB 1795 CDI One Pager
5. AB 1795 Fiscal Committee Analysis
Initiated By: Nidia Ruelas, Assistant to the City Manager Submitted By: Nidia Ruelas, Assistant to the City Manager Approved By: Debra Rose, City Manager
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ATTACHMENT 1
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2 CITY OF LAKE FOREST
2025-2027 LEGISLATIVE AND REGULATORY PLATFORM
I. INTRODUCTION
The Legislative and Regulatory Platform (“Platform”) defines the City's Policy guidelines and provides the foundation for advocacy efforts at the federal, state, and local levels. Staff uses this Platform to identify relevant topic areas and subject matter, and makes recommendations to City Council on specific legislation or regulations consistent with the policy guidelines. Additionally, in the event it is necessary for the City to respond to a legislative proposal in a timeframe that does not allow the City Council to take formal action, staff would express positions on bills in accordance with these guidelines, and then seek City Council direction at the appropriate time.
II. GUIDING PRINCIPLES
1. Support Public Safety
Support legislation or regulations that provides the City with the ability to maintain high-level public safety for its residents and businesses. Support measures and initiatives that preserve law enforcement action that provide residents with the safety needed to achieve a desirable quality of life. Oppose efforts that would diminish the City’s ability to properly fund its police services.
2. Preserve Local Control
Preserve and protect the City’s powers, duties, and prerogatives to enact local legislation and policy direction concerning local affairs and oppose legislation or regulations that preempts local authority. Oppose measures that seek to preempt or degrade local control.
3. Fiscal Responsibility and Economic Development
Support measures that promote fiscal stability, financial independence, preserve the City’s revenue base, and maximum local control over local government budgeting. Oppose measures that shift local funds to the county, state, or federal governments and/or make cities more dependent on the county, state, or federal governments for financial stability.
4. Housing and Land Use
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3 Support legislation or regulations that preserves local authority and flexibility in housing and land use regulations to safeguard community character, health, and safety. Oppose legislation or regulations that would hinder the unique needs and priorities of the community or negatively affect local governance or property rights.
5. Environment
Support legislative and regulatory measures that prioritize responsible resource management and local autonomy in environmental regulation.
Advocate for streamlined regulatory processes that reduce unnecessary bureaucracy. Oppose policies that impose undue restrictions on local decision-making and limit the availability of diverse energy options.
III. POLICY STATEMENTS
1. Public Safety
• The City opposes any state or federal mandates that would undermine local decision-making in critical areas in Public Safety. • The City supports legislation or regulations to address safety concerns related to e-bikes, fentanyl, and retail theft mitigation. • The City supports legislation or regulations that would help to fund regional transportation projects that sustain the City’s regional public safety model.
2. Local Control
• The City supports legislation or regulations that lead to greater financial independence from federal, state and/or county government, and protect local resources from seizure by federal, state and/or county agencies.
• The City supports legislation or regulations maintaining maximum local flexibility in all areas of its responsibility and operations and opposes legislation that imposes intrusive, unnecessary, or unfunded state- imposed mandates or preempts local authority.
• The City opposes legislation or regulations that make the City more dependent on federal, state, and/or county government or agencies for policy direction.
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4 • The City opposes legislation or regulations to limit the City’s ability to contract for municipal services.
• The City opposes any legislation or regulations that are inconsistent with the doctrine of home rule, interferes with local exercise of police powers over local land use, or requires a federal, state, and/or county entity to develop model planning practices and policies. • The City supports legislation or regulations that bolster programmatic and grant funding available for local governments to access in order to fund infrastructure projects, or other improvements which would benefit the community, including federal Community Project Funding/ Congressionally Directed Spending.
• The City supports maximum flexibility with regard to expending grant funds that address economic recovery associated with public health declarations, natural disasters, and other emergencies, as well as the other needs of the City in which grant funds can be utilized.
3. Fiscal Responsibility and Economic Development
• The City supports bills that would lower taxation rates for businesses and residents.
• The City opposes legislation , regulations, or ballot initiatives that would alter the legislative intent of Proposition 13, including a split real- property tax roll that would affect commercial property and any amendment that would affect residential property.
• The City Council opposes efforts by the State Legislature to assess taxes on public goods and services such as water and electricity. • The City opposes legislation that would lower the vote threshold as a method to impose new taxes or create new financing opportunities. • The City supports efforts to reestablish the authority and financing capability previously afforded to local governments by redevelopment through legislation or regulations designed to support businesses through economic development and the City supports efforts to facilitate economic development efforts that enhance opportunities for local businesses.
• The City supports legislation or regulations that would amend existing law to ensure that prevailing wage rates do not impede its ability to pursue small-dollar projects and lower operating costs.
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5 • The City supports policies that prioritize private sector investment and economic development. The City opposes the imposition of stringent regulations that could stifle business innovation, hinder economic growth, or discourage investment in the community.
4. Housing and Land Use
• The City supports efforts to amend the current occupancy calculation in the Uniform Housing Code (“UHC”) to achieve a more reasonable standard, thereby, improving the health, safety, and residential character of our community.
• The City supports efforts, at both the federal and state level, to provide local agencies with regulatory tools related to short-term rentals and other uses in residential areas that may affect the quality of life. • The City supports the continuation and funding of federal housing assistance programs, such as vouchers or rental assistance, including those funded through existing grant programs such as the Community Development Block Grant (“CDBG”).
5. Transportation
• The City supports funding for investments in transportation which aim to reduce traffic and pollution; including investments in roads, public transportation networks, mass transit systems such as rail, and bicycle/ pedestrian infrastructure, such as funding for project design, construction, and maintenance.
6. Environment
• The City supports modification to the California Environmental Quality Act (“CEQA”) and the National Environmental Policy Act (“NEPA”) to eliminate duplicative and unnecessary provisions of the existing law. • The City supports legislative and regulatory efforts that reduce or delay the financial and compliance impacts of State-mandated organics recycling.
• The City opposes Municipal Separate St orm Sewer System (“MS4”) permit requirements that impose undue costs or burdens on municipalities or limit local flexibility in managing stormwater pollution.
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6 • The City opposes gas to electric transition efforts that would impose undue financial burdens for residents, local businesses, and property owners.
• The City supports legislation or regulations to lengthen the duration of National Pollutant Discharge Elimination System (“NPDES”) permits for stormwater discharge under the Clean Water Act (“CWA”) from five (5) to ten (10) years, and strengthening federal programs designed to assist municipalities in achieving NPDES permit compliance.
7. Social and Demographics
• The City supports religious freedom and legislation or regulations protecting religious freedom at both the state and federal level. • The City supports legislation or regulations that advance the practice or policy of favoring individuals in hiring and similar contexts based solely on abilities and personal merits, including education, skills, experience, and other similar factors.
8. Wildlife and Natural Disaster
• The City supports legislation and regulations which puts safeguards on and curbs the cost of homeowners insurance premium increases and the cancellation of insurance, on account of wildfire and other natural disasters.
IV. LEGISLATIVE DIRECTION
• Staff may continue to advocate a position for a bill which has been amended into a new bill number as long as the language and intent remain substantially unchanged.
• The City shall monitor and take into consideration the strategic goals and positions adopted by local and regional agencies, including but not limited to the following:
Association of California
Cities – Orange County (ACC-
OC)
County of Orange
El Toro Water District (ETWD)
Irvine Ranch Water District
(IRWD)
League of California Cities
(CalCities)
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7 Orange County-American
Planning Association (OC-
APA)
Orange County Business
Council (OCBC)
Orange County Council of
Governments (OCCOG)
Orange County Fire Authority
(OCFA)
Orange County Sheriff’s
Department (OCSD)
Orange County Transportation
Authority (OCTA)
South Coast Air Quality
Management district (South
Coast AQMD)
V. LEGISLATIVE PROCEDURES
1) Develop and adopt a legislative and regulatory platform every two years based on the long-term strategic vision and current needs of the City.
2) Monitor and analyze proposed legislative and regulatory matters to determine effects on the City’s municipal operations and service to its residents and businesses.
3) Staff will stay up to date on legislative and regulatory matters relevant to their respective department.
4) Present legislative and regulatory matters to the City Council periodically throughout the legislative calendar.
5) Communicate the City’s position on proposed legislation or regulations through letters of support or opposition for legislation or regulations that is impactful to the City.
6) Work regularly with state and federal lobbyists to ensure that the City’s voice is well represented.
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ATTACHMENT 2
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MINUTE EXCERPT
LAKE FOREST SPECIAL CITY COUNCIL MEETING
May 21, 2026
______________________________________________________________________
15. LEGISLATIVE AND REGULATORY MATTERS
City Manager Rose introduced this item and invited Assistant to the City Manager Ruelas Castellino to provide a presentation. Amy Stevens provided public comment and suggested reconsidering the gas tax language. Council questions were asked and answered.
MOTION: It was moved by Council Member Tettemer, seconded by Mayor Pro Tem Cirbo, to: 1. Receive a report from staff summarizing the status of various legislation with the potential to impact the City of Lake Forest. 2.
Adopt the policy positions recommended by staff on various legislation with the potential to impact the City of Lake Forest with the exception of AB1795, and direct staff to bring back AB1795 to a future agenda for further discussion. The motion was carried by a vote of 4-0 with Council Member Voigts absent.
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ATTACHMENT 3
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AMENDED IN ASSEMBLY MAY 18, 2026
AMENDED IN ASSEMBLY APRIL 27, 2026
AMENDED IN ASSEMBLY APRIL 16, 2026
AMENDED IN ASSEMBLY APRIL 7, 2026
AMENDED IN ASSEMBLY MARCH 16, 2026
california legislature—2025–26 regular session
ASSEMBLY BILL No. 1795
Introduced by Assembly Member Gipson
February 10, 2026
An act to add Chapter 6.12 (commencing with Section 25405) to Division 20 of, and to add Chapter 7.5 (commencing with Section 105435) to Part 5 of Division 103 of, the Health and Safety Code, and to add Sections 2060.1, 2060.2, 14048, and 15009.2 to the Insurance Code, relating to smoke damage, and declaring the urgency thereof, to take effect immediately.
legislative counsel’s digest
AB 1795, as amended,
Gipson. Smoke Damage Recovery Act.
(1) Existing law requires the Secretary for Environmental Protection to implement a unified hazardous waste and hazardous materials management regulatory program, known as the unified program.
Existing law requires the Office of the State Fire Marshal to develop and make available on its internet website a Wildland-Urban Interface Fire Safety Building Standards Compliance training intended for use in the training of local building officials, builders, and fire service personnel, as specified. Existing law authorizes the Office of the State 94 Item: 19
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Fire Marshal to allow certification of contractors who conduct defensible space, home hardening, fuel reduction, roadside clearance, and other contracting acti vities for wildlife resilienc y ef forts and who ha ve completed specified training programs.
This bill, the Smok e Damage Reco very Act, w ould require the California Environmental Protection Agency, on or before June 30, 2027, and in coordination with other state agencies and local public health departments, to develop health-based standards for required and requirements for minimum sampling, testing, and chemical screening levels for residential properties that ha ve sustained smoke damage as a result of a wildland-urban interf ace fire or urban conflagration. wildfire, as defined. The bill would additionally authorize the California Environmental Protection Agency to impose additional sampling, testing, or chemical screening requirements pertaining to a specific wildfire.
This bill w ould require the California En vironmental Protection Agency, on or before January 1, 2028, and in consultation with state and local agencies, to establish training and certification requirements for a person who inspects, e valuates, samples, tests, analyzes, remediates, or restores residential properties that have sustained smoke damage as a result of a wildland-urban interf ace fire or urban conflagration. wildfir e. The bill w ould require the California Environmental Protection Agency to promulg ate re gulations, if necessary, regulations to implement, administer, and enforce the training and certification requirements, establish rules for noncompliance, and determine which governmental entity or entities shall have jurisdiction over the dif ferent cate gories of persons who will be subject to the requirements. The bill w ould require the re gulations to establish the fees that will be required for the certifications, and limit the fees to the amount sufficient to co ver the costs of administering and enforcing these requirements. The bill would establish the Wildfire Remediation and Restoration Certification and Training Fund in the State Treasury, require fees collected pursuant to these provisions to be deposited into the fund, and mak e these funds a vailable, upon appropriation by the Legislature, for use in administering the training and certification requirements.
(2) Existing law generally regulates classes of insurance, including fire and residential property insurance. Existing la w specifies the measure of indemnity under an open fire insurance policy that requires payment of actual cash value or replacement cost. If there is a covered 94 — 2 — AB 1795
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loss relating to a state of emer gency, existing law requires additional living expense coverage to be for a period of no less than 24 months from the inception of the loss.
This bill would prohibit an insurer from terminating additional living expenses coverage for a residential property insurance smoke damage claim as a result of a wildland-urban interface fire or urban conflagration that is declared a state of emergency wildfire until the property has been cleared for habitation, as specified. The bill w ould require the above-described California Environmental Protection Agency guidance and specified local or state guidance standards and r equirements to apply to these claims within the impact zone. The bill would make an insurer responsible for the cost of sampling and testing required pursuant to California En vironmental Protection Agency guidance. standards and requirements. The bill w ould require an insurer that chooses to exercise its right to inspect a smok e-damaged property to inspect the property as soon as practicable, but no later than 30 calendar days after receiving notice of the claim or, if applicable, no later than 30 calendar days after access to the property is granted. The bill would require the insurer to pay the actual cash value of the cost to restore the damaged property to its preloss condition no later than 30 calendar days after the inspection, unless the polic yholder has agreed to remediation and restoration by the insurer. After that payment is made, the bill w ould require the insurer to pay the undisputed amount of replacement cost, up to the applicable policy limits, within 15 calendar days from the date the insured pro vides the insurer with their contractor’ s contract to remediate and restore the damaged property to its preloss condition, unless the polic yholder has agreed to remediation and restoration by the insurer.
(3) Existing law, the Insurance Adjuster Act, generally regulates the licensing of insurance adjusters. Existing la w, the Public Insurance Adjusters Act, generally re gulates the licensing of public insurance adjusters. The acts set forth v arious requirements with respect to operation as an insurance adjuster or public insurance adjuster.
This bill w ould require the Department of Insurance to de velop training and certification programs for insurance adjusters and public insurance adjusters in inspecting, evaluating, sampling, or testing smoke damage caused by a wildland-urban interface fire or urban conflagration in wildfire involving residential properties. The bill w ould require an insurer, adjuster firm, or qualified manager to train and accredit its adjusters in accordance with those standards, standar ds and 94 AB 1795 — 3 —
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requirements, and would require a public insurance adjuster hired by an insured to adjust smoke damage claims to have the requisite license, training, and certification.
(4) This bill would declare that it is to take effect immediately as an urgency statute.
Vote: 2⁄3. Appropriation: no. Fiscal committee: yes. State-mandated local program: no.
The people of the State of California do enact as follows:
line 1 SECTION 1. This act shall be known, and may be cited, as the line 2 Smoke Damage Recovery Act.
line 3 SEC. 2. (a) The Le gislature finds and declares all of the line 4 following:
line 5 (1) California has experienced recordbreaking wildfires in recent line 6 years, including the Eaton Fire and Palisades Fire in January 2025 line 7 that damaged and destroyed thousands of homes and businesses. line 8 In addition to completely destro yed homes, condominiums, and line 9 apartments, thousands of residential properties suf fered damage line 10 as a result of smoke, soot, char, ash, and other contaminants. line 11 (2) Thousands of smok e damage insurance claims ha ve been line 12 filed as a result of these fires. The lack of universally recognized line 13 and r egulatory standards for the testing, e valuation, and line 14 remediation remediation, and r estoration of smok e damage has line 15 prompted complaints from survivors that their insurance companies line 16 have completely or partially denied their smoke damage claims or line 17 have refused to conduct, or reimburse for, preremediation testing line 18 or postremediation clearance testing to ensure their homes ha ve line 19 been properly restored to preloss condition.
line 20 (3) While the Department of Insurance has tak en multiple line 21 executive actions to protect consumers, including issuing a bulletin line 22 to insurers reminding them of their duty to fully in vestigate line 23 complaints, smoke damage claims, initiating legal action against line 24 the California FAIR Plan over its failure to handle smoke damage line 25 claims within e xisting la w, and in vestigating complaints from line 26 consumers, the lack of standards and unsettled case la w ha ve line 27 caused a patchw ork of claims handling practices by insurance line 28 companies.
line 29 (4) Smoke, soot, char, ash, and other contaminants that emanate line 30 from wildfires cause damage to properties by depositing particulate 94 — 4 — AB 1795
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line 1 matter, gases, heavy metals, volatile organic compounds, and other line 2 pollutants onto personal property and into the walls, floors, ceilings, line 3 surfaces, and other infrastructure of a property. Those contaminants line 4 not only compromise the inte grity of the premises, but they may line 5 also pose significant, long-term health issues long after the fire line 6 has been extinguished.
line 7 (5) As property o wners and tenants return to their properties line 8 and the areas that have been damaged or destroyed after a wildfire, line 9 many face uncertainty as to whether their properties ha ve been line 10 properly remediated r emediated, r estored to pr eloss condition, line 11 and are safe to inhabit. Residents whose properties suffer smoke line 12 damage as a result of wildfire should be ensured of their safety line 13 and habitability, as well as having their personal property restored line 14 to preloss condition. Pr operty owner s and tenants r equire line 15 assurances that their homes, other structur es, and per sonal line 16 property, which have been impacted by contaminants, have been line 17 fully and fairly tested, have been r estored to pr eloss condition, line 18 and have ac hieved clear ance based on the minimum c hemical line 19 screening levels to be established by the California Environmental line 20 Protection Agency.
line 21 (6) It is in the best interest of Californians to protect the health line 22 and safety of residents by ensuring that their properties are returned line 23 to a safe and habitable condition after suf fering damage from line 24 wildfires, including smoke damage.
line 25 (7) While all property insurance policies that cover the peril of line 26 fire also co ver smoke damage resulting from fire, the e xtent to line 27 which insurance companies are co vering the remediation and line 28 restoration of properties has been inconsistent, and many residents line 29 are concerned that they will incur significant financial b urden to line 30 remediate and restore their properties to preloss condition on their line 31 own.
line 32 (8) While remediation of smok e and contaminant damage is line 33 made more challenging due to the v arying se verity of smok e line 34 inundation on the e xterior and interior of properties, consistent line 35 regulatory standards for the minimum sampling , testing , and line 36 chemical scr eening le vels for r esidential pr operties that have line 37 sustained smoke damage as a result of a wildland-urban interface line 38 fire or urban confla gration are vitally needed re garding the line 39 inspection, testing, and remediation of smoke damage on residential line 40 properties after a fire so that the Department of Insurance is able 94 AB 1795 — 5 —
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line 1 to enforce insurance companies’ remediation and r estoration line 2 obligations and so that residential properties are rendered safe and line 3 habitable and restored to preloss condition.
line 4 (9) In response to the unprecedented damage caused by the line 5 January wildfires, in June 2025, Insurance Commissioner Ricardo line 6 Lara directed the Department of Insurance to lead a Smoke Claims line 7 and Remediation Task Force (Task Force), comprised of members line 8 representing consumers, public health, environmental health, fire line 9 safety, local governments, remediation and restoration specialists, line 10 industrial h ygienists, and the insurance industry , to de velop line 11 recommendations for uniform standards for the inspection, testing, line 12 and remediation of smok e damage in residential properties, and line 13 to determine the extent to which the remediation and restoration line 14 of those properties should be co vered by residential property line 15 insurance policies. The Task Force met o ver several months in line 16 2025 and has submitted its report of recommendations to the line 17 Insurance Commissioner.
line 18 (b) It is the intent of the Le gislature to set forth standards and line 19 protocols requirements for the minimum sampling , testing, and line 20 chemical scr eening le vels for r esidential pr operties that have line 21 sustained smoke damage as a result of a wildland-urban interface line 22 fire or urban confla gration to ensure the health and safety of line 23 residents and for the proper handling of smoke-damaged residential line 24 property insurance claims caused by wildfires resulting from those line 25 fires after consideration of the recommendations in the Task Force line 26 Report, as well as other relevant scientific and health-based sources. line 27 SEC. 3. Chapter 6.12 (commencing with Section 25405) is line 28 added to Division 20 of the Health and Safety Code, to read:
line 29
line 30 Chapter 6.12. Residential Property Wildfire
line 31 Remediation and Restoration
line 32
line 33 25405. (a) On or before June 30, 2027, the California line 34 Environmental Protection Agency, in coordination with other state line 35 agencies and local public health departments, as necessary, Agency line 36 shall develop health-based standards for required and requirements line 37 for minimum sampling, testing, and chemical screening levels for line 38 residential properties that have sustained smoke damage as a result line 39 of a wildland-urban interface fire or urban conflagration, wildfire, line 40 similar in scope to the “Residential Soil Evaluation: Guidance for 94 — 6 — AB 1795
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line 1 the 2025 Los Angeles Wildfires,” developed by the Department line 2 of Toxic Substances Control, in coordination with the Department line 3 of Resources Rec ycling and Reco very. These standards and line 4 requirements shall include required parameters pr otocols, line 5 parameters, and thresholds for preremediation testing, line 6 postremediation testing, and clearance of a residential property for line 7 habitation after remediation is completed. In meeting the line 8 requirements of this section, the California En vironmental line 9 Protection Agency shall consult with agencies that include, b ut line 10 are not limited to, the Department of Toxic Substances Control, line 11 Office of En vironmental Health Hazard Assessment, State Air line 12 Resources Board, State Department of Public Health, and air line 13 pollution control districts, and local public health departments, as line 14 necessary.
line 15 (b) The standar ds and requirements de veloped pursuant to line 16 subdivision (a) shall consider differences, if appropriate, based on line 17 the distance of a residential structure from the fire perimeter. line 18 (c) The standar ds and requirements de veloped pursuant to line 19 subdivision (a) shall also consider , where appropriate, whether line 20 certain wildfire smok e byproducts and associated hazardous line 21 substances dissipate with the passage of time.
line 22 (d) The California En vironmental Protection Agency and line 23 Department of Forestry and Fire Protection shall adopt regulations, line 24 pursuant to Chapter 3.5 (commencing with Section 11340) of Part line 25 1 of Di vision 3 of Title 2 of the Go vernment Code, as may be line 26 necessary to implement or mak e more specific the pro visions of line 27 subdivisions (a) to (c), inclusive. this section. line 28 (e) (1) The California Environmental Protection Agency may, line 29 in addition to the standards and requirements developed pursuant line 30 to subdivision (a), impose additional standards and requirements line 31 pertaining to a specific wildfire, including requirements that relate line 32 to the identification of additional wildland-urban interface fire or line 33 urban conflagration wildfire contaminants, additional minimum line 34 sampling and testing recommendations or requirements, or line 35 additional chemical screening levels for residential properties that line 36 have sustained smoke damage.
line 37 (2) A requirement or recommendation adopted pursuant to line 38 paragraph (1) shall be exempt from the Administrative Procedure line 39 Act (Chapter 3.5 (commencing with Section 11340), Chapter 4 line 40 (commencing with Section 11370), Chapter 4.5 (commencing with 94 AB 1795 — 7 —
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line 1 Section 11400), and Chapter 5 (commencing with Section 11500) line 2 of Part 1 of Division 3 of Title 2 of the Government Code). line 3 (f) For purposes of this chapter:
line 4 (1) “Fire perimeter” means the footprint or entire outer boundary line 5 of a burned area as a result of a wildland-urban interf ace fire or line 6 urban conflagration, as determined and mapped by the Department line 7 of Forestry and Fire Protection.
line 8 (2) “Impact zone” means a ZIP Code that is either of the line 9 following:
line 10 (A) Is within Within the fire perimeter, as described in paragraph line 11 (2) of subdivision (b) of Section 675.1 of the Insurance Code. line 12 (B) Adjacent to the fire perimeter , as described in paragraph line 13 (2) of subdivision (b) of Section 675.1 of the Insurance Code, and line 14 downwind of the fire perimeter based on maps generated by the line 15 National Oceanic and Atmospheric Administration. line 16 (3) “Person” means an indi vidual, insurance compan y, line 17 association, or ganization, partnership, b usiness trust, limited line 18 liability company, or corporation.
line 19 (4) “Restoration of the property to preloss condition” means the line 20 removal of smok e damage residues, comb ustion byproducts, line 21 chemicals, contaminants, and odor caused by wildfire smok e line 22 exposure through remediation and r estoration of the property , line 23 including structural elements, b uilding systems, contents, and line 24 indoor en vironment, to the same condition that e xisted before line 25 exposure.
line 26 (5) “Smoke damage” means exposure of residential property or line 27 its contents to wildfire smok e, combustion byproducts, and the line 28 chemicals and contaminants contained within the wildfire smoke. line 29 (6) “Urban conflagration” means a massive, uncontrollable fire, line 30 regardless of cause, that spreads rapidly from building to building line 31 through densely populated, de veloped areas, typically line 32 overwhelming fire suppression resources, and that has been line 33 designated and declared in a state of emergency pursuant to Section line 34 8558 of the Government Code. resources. These fires are typically line 35 fueled by high winds, structural density, and flammable materials, line 36 often transitioning from wildland-urban interf ace fires into line 37 surrounding communities.
line 38 (7) “Wildfire” means a wildland-urban interface fire, or an urban line 39 conflagration, that has been designated and declared in a state of line 40 emergency pursuant to Section 8558 of the Government Code. 94 — 8 — AB 1795
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line 1 (8) “Wildland-urban interface fire” means a fire, regardless of line 2 cause, in the zone of transition between unoccupied land and line 3 human development, including the area or zone where structures line 4 and other human de velopment meet or intermingle with line 5 undeveloped wildland or vegetative fuels creating significant fire line 6 risk to developed areas and a significant number of structures, that line 7 has been designated and declared in a state of emergency pursuant line 8 to Section 8558 of the Government Code. structures. line 9 SEC. 4. Chapter 7.5 (commencing with Section 105435) is line 10 added to Part 5 of Division 103 of the Health and Safety Code, to line 11 read:
line 12
line 13 Chapter 7.5. Wildfire Remediation and Restoration line 14 Certification and Training
line 15
line 16 105435. (a) The Le gislature finds and declares all of the line 17 following:
line 18 (1) The State Department of Public Health administers the line 19 Lead-Related Construction Program (Chapter 4 (commencing with line 20 Section 105250)).
line 21 (2) The Department of Industrial Relations, through its Division line 22 of Occupational Safety and Health, regulates asbestos-related work. line 23 (3) The Contractors State License Board regulates contractors, line 24 including asbestos consultants, for asbestos abatement projects line 25 involving 100 square feet or more of surf ace area of line 26 asbestos-containing material.
line 27 (4) The State Water Resources Control Board administers the line 28 Environmental Laboratory Accreditation Act (Article 3 line 29 (commencing with Section 100825) of Chapter 4 of P art 1 of line 30 Division 101).
line 31 (b) On or before January 1, 2028, the California Environmental line 32 Protection Agency shall consult with the Department of Insurance, line 33 those agencies identified in subdivision (a), and any other state or line 34 local go vernmental agenc y, as may be necessary , to establish line 35 training and certification requirements for a person who inspects, line 36 evaluates, samples, tests, analyzes, r emediates, or restores line 37 residential properties that have sustained smoke damage as a result line 38 of a wildland-urban interface fire or urban conflagration, wildfire, line 39 including industrial h ygienists, r emediation and restoration line 40 professionals, and laboratories. The training and certification 94 AB 1795 — 9 —
Item: 19
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line 1 requirements shall be tailored to each cate gory of persons line 2 depending on their role with regard to wildfire smoke damage. line 3 (c) The California En vironmental Protection Agency shall line 4 promulgate regulations, if necessary , regulations to implement, line 5 administer, and enforce the training and certification requirements, line 6 establish rules for noncompliance, and determine which line 7 governmental entity or entities shall ha ve jurisdiction o ver the line 8 different cate gories of persons who will be subject to the line 9 requirements.
line 10 (d) (1) The regulations adopted pursuant to subdivision (c) shall line 11 also establish the fees that will be required for the certification of line 12 a person who inspects, e valuates, samples, tests, analyzes, line 13 remediates, or restores residential properties that ha ve sustained line 14 smoke damage as a result of wildfire. The fees imposed under this line 15 section shall be established at le vels not to e xceed an amount line 16 sufficient to co ver the costs of administering and enforcing the line 17 requirements and regulations adopted under this section. line 18 (2) Fees collected pursuant to this section shall be deposited line 19 into the Wildfire Remediation and Restoration Certification and line 20 Training Fund, which is hereby created in the State Treasury. Funds line 21 shall be available, upon appropriation by the Le gislature, for the line 22 purposes described in paragraph (1).
line 23 (e) The definitions set forth in Section 25405 apply for purposes line 24 of this section.
line 25 SEC. 5. Section 2060.1 is added to the Insurance Code, to read:
line 26 2060.1. (a) An insurer shall not terminate co verage for line 27 additional li ving e xpenses for a co vered smok e damage claim line 28 submitted under a polic y of residential property insurance, as line 29 defined in Section 10087, as a result of a wildland-urban interface line 30 fire or urban conflagration that is declared a state of emer gency line 31 pursuant to Section 8558 of the Go vernment Code wildfire until line 32 the property has been cleared for habitation pursuant to guidance line 33 issued the standar ds and r equirements de veloped pursuant to line 34 Section 25405 of the Health and Safety Code and Section 2060.2, line 35 Code, subject to the applicable policy limit.
line 36 (b) For purposes of this section, “smok e damage, ” “urban line 37 conflagration,” and “wildland-urban interface fire” have the same line 38 meanings as defined in Section 25405 of the Health and Safety line 39 Code.
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line 1 (b) The definitions set forth in Section 25405 of the Health and line 2 Safety Code apply for purposes of this section.
line 3 SEC. 6. Section 2060.2 is added to the Insurance Code, to read:
line 4 2060.2. (a) The guidance standar ds and r equirements line 5 developed by the California En vironmental Protection Agency line 6 pursuant to Section 25405 of the Health and Safety Code shall line 7 apply to all covered smoke damage claims within the impact zone line 8 submitted under policies of residential property insurance as a line 9 result of a wildland-urban interface fire or urban conflagration that line 10 is declared a state of emer gency pursuant to Section 8558 of the line 11 Government Code. wildfire.
line 12 (b) In addition to the guidance described in subdi vision (a), if line 13 a local or state public health department, en vironmental agency, line 14 or any other governmental agency with jurisdiction over the area line 15 where a wildfire has occurred issues a public notice, b ulletin, or line 16 advisory that pro vides explicit guidance pertaining to a specific line 17 wildfire, including identifying specific wildland-urban interf ace line 18 fire or urban conflagration contaminants, minimum sampling and line 19 testing recommendations, and chemical screening le vels for line 20 residential properties that have sustained smoke damage, then that line 21 guidance shall also apply to claims under residential property line 22 insurance on properties that ha ve sustained smok e damage as a line 23 result of a wildland-urban interf ace fire or urban conflagration, line 24 utilizing the same tiered sampling and testing recommendations line 25 developed by the California Environmental Protection Agency. line 26 (b) In addition to the standards and requirements described in line 27 subdivision (a), if the California Environmental Protection Agency line 28 imposes additional requirements pertaining to a specific wildfire line 29 pursuant to subdivision (e) of Section 25405 of the Health and line 30 Safety Code, including requirements that relate to the identification line 31 of additional wildfire contaminants, additional minimum sampling, line 32 and testing r ecommendations or r equirements, or additional line 33 chemical scr eening le vels for r esidential pr operties that have line 34 sustained smoke damage, then those standards and requirements line 35 shall also apply to all co vered smoke damage claims submitted line 36 under policies of residential property insurance on properties that line 37 have sustained smoke damage as a result of a wildfire. line 38 (c) An insurer shall be responsible for covering the cost of the line 39 sampling and testing that is required pursuant to the guidance line 40 issued standards and requirements developed pursuant to Section 94 AB 1795 — 11 —
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line 1 25405 of the Health and Safety Code and this section, subject to line 2 the terms and provisions of the policy.
line 3 (d) This section does not preclude an insurer from co vering line 4 sampling and testing that exceeds what is required pursuant to the line 5 guidance issued standards and requirements developed pursuant line 6 to Section 25405 of the Health and Safety Code and this section. line 7 Code.
line 8 (e) All of the following conditions shall apply to covered smoke line 9 damage claims resulting from a wildland-urban interf ace fire or line 10 urban conflagration that is declared a state of emergency pursuant line 11 to Section 8558 of the Government Code: wildfire:
line 12 (1) If the insurer chooses to e xercise its right to inspect the line 13 smoke-damaged property, the insurer shall inspect the property as line 14 soon as practicable, b ut no later than 30 calendar days after line 15 receiving notice of the claim. If the property is not accessible due line 16 to go vernment restrictions, then the insurer shall inspect the line 17 property as soon as practicable, but no later than 30 calendar days line 18 after access to the property is granted.
line 19 (2) Unless the policyholder has agreed to permit the insurer, or line 20 the insurer’s contractor , to remediate and restore the damaged line 21 property, property to its pr eloss condition, the insurer shall pay line 22 the actual cash value of the cost to restore the damaged property line 23 to no less than its preloss condition before the loss as soon as line 24 practicable, but no later than 30 calendar days from the date the line 25 property was inspected.
line 26 (3) Unless the policyholder has agreed to permit the insurer, or line 27 the insurer’s contractor , to remediate and restore the damaged line 28 property, pr operty to its pr eloss condition, under a polic y of line 29 residential property insurance that requires payment of the line 30 replacement cost for a loss, after the actual cash value payment is line 31 made pursuant to paragraph (2), the insurer shall pay the undisputed line 32 amount of replacement cost to restore the damaged property to no line 33 less than its condition before the loss, preloss condition, up to the line 34 applicable policy limits, within 15 calendar days from the date line 35 upon which the insured provides the insurer with a copy of a valid line 36 and executed contract with a licensed contractor to remediate and line 37 restore the damaged property to its preloss condition. line 38 (4) A payment not made pursuant to the timeframes required line 39 by this subdi vision shall accrue interest payable to the insured line 40 pursuant to Section 2057.
94 — 12 — AB 1795
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line 1 (f) If a smoke damage insurance claim is settled on the basis of line 2 a written scope or estimate prepared by or for the insurer , the line 3 insurer shall supply the claimant with a cop y of each document line 4 upon which the settlement is based. The estimate prepared by or line 5 for the insurer shall be for an amount that will restore the damaged line 6 property to no less than its preloss condition before the loss and line 7 that shall allow for restoration to be completed in a manner that line 8 meets or exceeds the guidance issued standards and requirements line 9 developed pursuant to Section 25405 of the Health and Safety line 10 Code Code , all other laws and r egulations applicable to the line 11 specific work being performed, and accepted trade and industry line 12 standards for the specific work being performed. as long as these line 13 standards do not conflict with the standar ds and r equirements line 14 developed pur suant to Section 25405 of the Health and Safety line 15 Code. A vendor or contractor hired or referred by the insurer to line 16 prepare the written scope or estimate or to perform smoke damage line 17 restoration w ork shall ha ve the requisite license, training, and line 18 certification mandated by the state with respect to smoke damage line 19 caused by wildfire in residential properties. The policyholder shall line 20 have the right to select the v endor or contractor to perform the line 21 restoration of the property.
line 22 (g) All of the following conditions and limitations shall apply line 23 to covered smoke damage claims resulting from a wildland-urban line 24 interface fire or urban conflagration that is declared a state of line 25 emergency pursuant to Section 8558 of the Government Code:
line 26 (1) Notice of the claim shall be pro vided to the insurer within line 27 120 days after the wildfire has reached 100 percent containment, line 28 as determined by the Department of Forestry and Fire Protection. line 29 An insurer shall pro vide an insured, or insured’ s representative, line 30 additional e xtensions of this time period for good cause if the line 31 insured, acting in good f aith and with reasonable diligence, line 32 encounters a delay in providing notice of the claim that is beyond line 33 the control of the insured. Circumstances be yond the control of line 34 the insured may include either of the follo wing, if applicable to line 35 the specific claim:
line 36 (A) The death, disability, injury, or incapacity of the insured. line 37 (B) The inability of the insured to access the insured property line 38 as a result of governmental action or because the insured property line 39 is located in an area that is exposed to hazardous materials posing line 40 a health risk.
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line 1 (2) If notice of the claim is gi ven to an insurer later than the line 2 time period permitted under paragraph (1), then the claim may be line 3 subject to a sublimit of no less than 10 percent of the policy limits line 4 applicable to the primary structure.
line 5 (h)
line 6 (g) The department shall implement and enforce the guidance line 7 issued standards and requirements developed pursuant to Section line 8 25405 of the Health and Safety Code and this section as the y line 9 pertain to its licensees and shall have the administrative authority line 10 to assess penalties for noncompliance. A violation of this section line 11 shall be an unfair practice subject to Article 6.5 (commencing with line 12 Section 790) of Chapter 1 of Part 2 of Division 1. line 13 (i)
line 14 (h) The department may adopt regulations pursuant to Chapter line 15 3.5 (commencing with Section 11340) of P art 1 of Division 3 of line 16 Title 2 of the Government Code as necessary to implement or make line 17 specific this section.
line 18 (j)
line 19 (i) The definitions set forth in Section 25405 of the Health and line 20 Safety Code apply for purposes of this section. line 21 (k)
line 22 (j) This section applies to all policies of residential property line 23 insurance, as defined in Section 10087, issued, amended, or line 24 renewed on or after the operative date of this section. line 25 (k) This section does not limit any other law or r egulation, line 26 including the Unfair Trade Practices Act (Article 6.5 (commencing line 27 with Section 790) of Chapter 1 of P art 2 of Division 1), Sections line 28 2070 and 2071, and the F air Claims Settlement Pr actices line 29 Regulations (Article 1 (commencing with Section 2695.1) of line 30 Subchapter 7.5 of Chapter 5 of Title 10 of the California Code of line 31 Regulations). The requirements of this section are in addition to, line 32 and do not super sede, modify, limit, or otherwise af fect existing line 33 law and any obligations of insurers.
line 34 SEC. 7. Section 14048 is added to the Insurance Code , line 35 immediately following Section 14047, to read:
line 36 14048. (a) On or before January 1, 2028, the department shall line 37 develop a training and certification program for insurance adjusters line 38 in inspecting, e valuating, sampling, or testing smok e damage line 39 caused by a wildland-urban interface fire or urban conflagration line 40 in wildfire involving residential properties on behalf of insurers. 94 — 14 — AB 1795
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line 1 The training and certification of insurance adjusters required by line 2 this section shall be based on the standar ds and r equirements line 3 developed pur suant to Section 25405 of the Health and Safety line 4 Code. An insurer, adjuster firm, or qualified manager shall train line 5 and accredit its adjusters in accordance with those standards. line 6 standards and r equirements. An insurance adjuster hir ed by an line 7 insurer to investigate or adjust wildfire smoke damage insurance line 8 claims shall have the requisite training and certification required line 9 by this section.
line 10 (b) The department shall implement and enforce the standards line 11 training and certification pr ogram de veloped pursuant to line 12 subdivision (a) and shall have the administrative authority to assess line 13 penalties for noncompliance. A violation of this section shall be line 14 an unfair practice subject to Article 6.5 (commencing with Section line 15 790) of Chapter 1 of Part 2 of Division 1, in addition to any other line 16 disciplinary proceedings provided in this chapter. line 17 (c) The department may adopt regulations pursuant to Chapter line 18 3.5 (commencing with Section 11340) of P art 1 of Division 3 of line 19 Title 2 of the Government Code as necessary to implement or make line 20 specific this section.
line 21 (d) For purposes of this section, “insurance adjuster” includes line 22 all of the following persons:
line 23 (1) Persons licensed pursuant to this chapter. line 24 (2) Employees of persons licensed pursuant to this chapter who line 25 perform insurance adjusting acti vities, as described in Section line 26 14021.
line 27 (3) Employees of an insurer who perform insurance adjusting line 28 activities, as described in Section 14021.
line 29 (e) For purposes of this section, “smok e damage, ” “urban line 30 conflagration,” and “wildland-urban interface fire” have the same line 31 meanings as defined in Section 25405 of the Health and Safety line 32 Code.
line 33 (e) The definitions set forth in Section 25405 of the Health and line 34 Safety Code apply for purposes of this section. line 35 SEC. 8. Section 15009.2 is added to the Insurance Code, to line 36 read:
line 37 15009.2. (a) On or before January 1, 2028, the department line 38 shall de velop a training and certification program for public line 39 insurance adjusters, as defined in Section 15007, in inspecting, line 40 evaluating, sampling, or testing smok e damage caused by a 94 AB 1795 — 15 —
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line 1 wildland-urban interf ace fire or urban conflagration in wildfire line 2 involving residential properties on behalf of insureds. The training line 3 and certification of public insur ance adjusters required by this line 4 section shall be based on the standar ds and r equirements line 5 developed pur suant to Section 25405 of the Health and Safety line 6 Code. A public adjuster hired by an insured to adjust smok e line 7 damage claims shall ha ve the requisite license, training, and line 8 certification, as required by this section.
line 9 (b) The department shall implement and enforce the standards line 10 training and certification pr ogram de veloped pursuant to line 11 subdivision (a) and shall have the administrative authority to assess line 12 penalties for noncompliance. A violation of this section shall be line 13 an unfair practice subject to Article 6.5 (commencing with Section line 14 790) of Chapter 1 of Part 2 of Division 1, in addition to any other line 15 disciplinary proceedings provided in this chapter. line 16 (c) The department may adopt regulations pursuant to Chapter line 17 3.5 (commencing with Section 11340) of P art 1 of Division 3 of line 18 Title 2 of the Government Code as necessary to implement or make line 19 specific this section.
line 20 (d) For purposes of this section, “smok e damage, ” “urban line 21 conflagration,” and “wildland-urban interface fire” have the same line 22 meanings as defined in Section 25405 of the Health and Safety line 23 Code.
line 24 (d) The definitions set forth in Section 25405 of the Health and line 25 Safety Code apply for purposes of this section. line 26 SEC. 9. This act is an ur gency statute necessary for the line 27 immediate preservation of the public peace, health, or safety within line 28 the meaning of Article IV of the California Constitution and shall line 29 go into immediate effect. The facts constituting the necessity are:
line 30 There are no e xisting standards with re gard to the handling of line 31 wildfire smoke damage insurance claims, which has resulted in line 32 unfair and inconsistent handling by insurers to the detriment of line 33 the residents of this state who are being forced to return to line 34 smoke-damaged residential properties that have not been properly line 35 restored and cleared for habitation. Therefore, the Legislature finds line 36 that it is necessary that this act take effect immediately.
O
94 — 16 — AB 1795
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ATTACHMENT 4
Item: 19
866
Insurance Commissioner Ricardo Lara
California Department of Insurance
Assembly Bill 1795 (Gipson)
Smoke Damage Recovery Act
Insurance Commissioner
Ricardo Lara
We protect all Californians by regulating the
insurance industry to ensure a competitive and sustainable market, investigating fraud, and advocating for consumers through awareness, public policy, innovation, and service.
Updated 01/23/2026
BILL SUMMARY
AB 1795 establishes uniform statewide standards for the inspection, testing, and remediation of residential
properties damaged by smoke exposure from wildfires. It requires insurance companies to follow consistent
remediation protocols, ensures that residential properties are restored to safe and habitable condition, and creates training and certification requirements for professionals involved in smoke‑damage assessment and cleanup. The
bill directs the Department of Insurance (CDI) to adopt regulations, identifies the responsible enforcement
agencies, and provides interim guidance for claims arising from specific fires when state or local agencies issue
post‑fire guidance or advisories.
BACKGROUND
California has experienced record‑breaking wildfires,
including the January 2025 Eaton and Palisades Fires,
which destroyed thousands of homes and left many more
contaminated by smoke, soot, ash, char, and other
hazardous substances. Thousands of smoke‑damage
insurance claims have since been filed.
Because no authoritative, enforceable standards exist for testing or remediating smoke damage, survivors report
inconsistent claims handling, partial or total denials, and refusals by insurers to pay for pre‑ or post‑remediation testing. CDI has taken executive actions—including
consumer bulletins, enforcement actions, and
investigations—but the absence of standards has resulted in a patchwork of insurer practices.
Other states face similar challenges. Colorado’s recent study found that the lack of standards leads to “battles of experts,” failed cleanups, excessive sampling costs,
prolonged ALE expenses, and litigation. Both states
identified the need for minimum testing protocols and
uniform remediation guidance.
In response to the January 2025 fires, Insurance
Commissioner Lara convened a Smoke Claims and
Remediation Task Force to develop recommendations for
statewide standards and insurance coverage expectations.
EXISTING LAW
Residential property insurance policies that cover the peril of fire also cover smoke damage caused by fire, and
insurers are required to fully investigate claims and restore covered properties to pre‑loss condition. However,
California has no statewide standards governing the
inspection or testing of smoke‑damaged homes, no
minimum sampling or clearance protocols, no mandated
remediation methods, and no training or certification
requirements for professionals who assess or remediate
smoke damage. No state agency is currently designated to enforce uniform smoke‑damage remediation standards,
and existing claims‑handling requirements lack the
specificity needed for consistent enforcement.
PROBLEM
The absence of authoritative, enforceable standards has resulted in inconsistent insurer practices, including denials of testing, partial claim denials, and refusals to reimburse for pre‑ or post‑remediation testing. Homeowners and
tenants face uncertainty about whether their homes are
safe to reenter, and many have been forced to pay for
testing or remediation out of pocket. Disputes between
insurers and policyholders frequently escalate into a
“battle of experts,” leading to delays, failed cleanups, extended displacement, increased alternative living
expenses, and litigation. Without statewide standards,
Item: 19
867
Insurance Commissioner Ricardo Lara
California Department of Insurance
Assembly Bill 1795 (Gipson)
Smoke Damage Recovery Act
Insurance Commissioner
Ricardo Lara
We protect all Californians by regulating the
insurance industry to ensure a competitive and sustainable market, investigating fraud, and advocating for consumers through awareness, public policy, innovation, and service.
Updated 01/23/2026
neither insurers nor regulators have a clear framework to ensure that smoke‑damaged homes are restored to safe,
habitable, pre‑loss condition, and the resulting instability contributes to rising costs in the residential property insurance market.
PROPOSED SOLUTION
AB 1795 would create a comprehensive statewide
framework to ensure consistent, science‑based handling of smoke‑damage claims. It will establish minimum protocols for inspection, sampling, and testing of smoke‑related
contaminants and sets clear thresholds for determining
whether a property is safe. This bill will mandate insurer compliance with remediation protocols and clarify their obligation to cover the cost of restoring properties to preloss condition. These standards will apply to all
residential property insurance policies.
AB 1795 will also identify the state agencies responsible for implementing and enforcing the standards and creates penalties for noncompliance.
SPONSOR
Insurance Commissioner Ricardo Lara
CONTACTS
Josephine Figueroa
Deputy Commissioner & Legislative Director
California Department of Insurance
[email protected]
Item: 19
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ATTACHMENT 5
Item: 19
869
AB 1795
Date of Hearing: May 13, 2026
ASSEMBLY COMMITTEE ON APPROPRIATIONS
Buffy Wicks, Chair
AB 1795 (Gipson) – As Amended April 27, 2026
Policy Committee: Environmental Safety and Toxic Materials Vote: 5 - 1 Insurance 14 - 2
Urgency: Yes State Mandated Local Program: No Reimbursable: No SUMMARY:
This bill requires the California Environmental Protection Agency (CalEPA) to create statewide testing standards for smoke damage and establishes a smoke damage claim process under the California Department of Insurance (CDI).
Specifically, this bill, among other things:
1) Requires CalEPA, in coordination with other state agencies and local public health departments, to develop health-based standards for required sampling, testing, and chemical screening levels for residential properties that have sustained smoke damage as a result of a wildland urban interface (WUI) fire or urban conflagration, as specified; requires the standards to include required parameters and thresholds for pre-remediation testing, post- remediation testing, and clearance of a residential property for habitation after remediation is completed (with specified requirements as provided in the bill); and, requires CalEPA to consult with agencies including Department of Toxic Substances Control (DTSC), the Office of Environmental Health Hazard Assessment (OEHHA), California Air Resources Board (CARB), California Department of Public Health (CDPH), and air pollution control districts, as necessary.
2) Requires CalEPA and the California Department of Forestry and Fire Protection (CAL FIRE) to adopt regulations as necessary to implement or make more specific the above requirements.
3) Authorizes CalEPA to impose requirements pertaining to a specific wildfire, including requirements for the identification of additional WUI or urban conflagration contaminants, additional minimum sampling and testing recommendations or requirements, or additional chemical screening levels for residential properties that have sustained smoke damage, and exempts these requirements from the Administrative Procedure Act. 4) Requires CalEPA, by January 1, 2028, to consult with CDI, CDPH, Department of Industrial Relations (DIR), Contractors State License Board (CSLB), State Water Resources Control Board (State Water Board), and any other state or local government agency, as necessary, to establish training and certification requirements for a person who inspects, evaluates, samples, tests, analyzes, or restores residential properties that have sustained smoke damage as a result of a WUI fire or urban conflagration, as specified.
Item: 19
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5) Requires CalEPA to promulgate regulations, if necessary, to implement, administer, and enforce the training and certification requirements, establish rules for noncompliance, and determine which entity or entities will have jurisdiction over the different categories of persons subject to the requirements; requires these regulations to establish certification fees; provides that these fees shall be established at levels that do not exceed an amount sufficient to cover administration and enforcement costs; and requires fees to be deposited into the Wildfire Remediation Certification and Training Fund, established to support the above activities.
6) Prohibits an insurer from terminating coverage for additional living expenses for a covered smoke damage claim submitted under a policy of residential property insurance as a result of a WUI fire or urban conflagration that is declared a state of emergency, as specified, until the property has been cleared for habitation pursuant to the CalEPA guidance. 7) Provides that, in addition to the CalEPA guidance, if a local or state public health department, environmental agency, or any other government agency with jurisdiction over the area where a wildfire has occurred issues a public notice, bulletin, or advisory that provides explicit guidance pertaining to a specific wildfire, as specified, that guidance shall also apply to claims within the impact zone submitted under residential property insurance, as specified, using the same tiered sampling and testing recommendations for each zone developed by CalEPA.
8) Requires an insurer to be responsible for covering the cost of the sampling and testing required pursuant to this bill, as specified, subject to the terms and provisions of the policy; requires that all of a specified list of conditions and limitations apply to covered smoke damage claims resulting from a WUI fire or urban conflagration that is declared a state of emergency; provides that specified provisions in the bill apply to all policies of residential property insurance issued, amended, or renewed on or after the bill’s operative date; requires CDI to implement and enforce specified standards; gives CDI administrative authority to assess penalties for noncompliance, as specified; and authorizes CDI to adopt regulations as necessary to implement specified provisions of the bill. 9) Requires CDI, by January 1, 2028, to develop a training and certification program for public insurance adjusters in inspecting, evaluating, sampling, or testing smoke damage caused by a WUI fire or urban conflagration in residential properties on behalf of insurers, and requires CDI to implement and enforce these standards, as specified.
For a more detailed summary of this bill’s provisions, please see the Assembly Insurance Committee’s analysis of this bill.
FISCAL EFFECT:
1) CalEPA estimates ongoing annual costs of $6 million for 25 positions and ongoing annual contracting costs of an unknown but potentially significant amount to develop remediation requirements for residential properties that have sustained smoke damage from a WUI fire or urban conflagration, to establish wildfire remediation training and certification requirements, and to promulgate regulations to implement, administer, and enforce these requirements.
Most of these costs would be borne by the General Fund. The bill requires CalEPA’s regulations to implement, administer, and enforce training and certification requirements (for Item: 19
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a person who inspects, evaluates, samples, tests, analyzes, or restores residential properties that have sustained smoke damage as a result of wildfire) and to establish fees to cover the agency’s administrative and enforcement costs (Wildfire Remediation Certification and Training Fund). However, any startup costs to implement this requirement would likely need to be covered by the General Fund.
2) The committee anticipates this bill may result in ongoing costs to CDI to enforce new standards for residential wildfire smoke damage insurance claims, including insurer obligations for testing, remediation payments, additional living expenses, claim timelines, and unfair practice penalties; adopt related regulations, as needed; and create and enforce training and certification programs for adjusters who inspect or evaluate smoke damage.
For its part, CDI estimates a one-time cost of $14,000 (Insurance Fund) to develop the training and certification program for adjusters.
3) OEHHA anticipates ongoing annual costs of $624,000 (Wildfire Remediation Certification and Training Fund and General Fund) for one position and contract dollars to maintain and update required standards; identify and develop additional standards as new WUI-related fire hazards are identified; prepare chemical assessments for WUI-related chemicals that currently lack an assessment; develop and oversee contracts to complete this work; and provide technical support to CalEPA in developing training materials and certification competencies to ensure certified professionals are knowledgeable about chemicals and their toxicities.
4) One-time or ongoing General Fund costs of an unknown amount to CAL FIRE to, among other things, coordinate with CalEPA on regulations.
5) ARB estimates ongoing annual General Fund costs of $373,000 for about two positions to consult with CalEPA on the development of health-based standards for smoke-damaged properties. ARB notes it is actively involved in the development of indoor air quality guidelines and conducts research on all aspects of indoor air quality, with a focus on determining levels of exposure to harmful indoor air pollutants like volatile organic compounds. ARB contends this type of research and indoor air quality expertise will be necessary as CalEPA develops its standards.
6) While the bill tasks CalEPA with creating the health-based standards and training certification requirements, DTSC anticipates considerable involvement in this process because of DTSC’s technical expertise, significant on-the-ground experience with wildfire emergency response, and recent experience developing and issuing its “Residential Soil Evaluation: Guidance for the 2025 Los Angeles Wildfires.” Accordingly, DTSC estimates General Fund contract costs of at least $1.4 million in fiscal year (FY) 2027-28, followed by ongoing annual General Fund costs of about $600,000 for two positions to, among other things, survey and collect information from other state and local entities, review the latest relevant literature, compile this information for factual and policy review by DTSC staff and management, assist CalEPA during regulation development, and, in an ongoing capacity, provide guidance related to the use of the established standards and requirements. 7) Costs of an unknown amount to the State Water Board, DIR, CSLB, and other impacted agencies.
Item: 19
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The Legislative Analyst’s Office recently warned of General Fund structural deficits of around $35 billion per year in the 2027-28 FY and ongoing.
COMMENTS:
1) Purpose. According to the author:
AB 1795 creates a consistent statewide framework for handling wildfire smoke damage insurance claims which would be the first in the nation. This bill would require that homes contaminated after a wildfire are properly evaluated and restored to a safe and habitable condition – and hold insurance companies accountable when standards are not met. Right now, the absence of statewide standards has created confusion, unfair claims handling, and uncertainty for families already coping with unimaginable losses. Consumer protection is my number one priority, and establishing clear rules will ensure that homeowners are protected and survivors can safely move back into their restored homes knowing they do not face life-long health risks.
2) Background. Wildfire survivors have filed thousands of smoke damage insurance claims as a result of recent wildfires in the state, including the Eaton and Palisades fires in January 2025. According to CDI, because no authoritative, enforceable standards exist for testing or remediating smoke damage, survivors report inconsistent claims handling, partial or total denials, and refusals by insurers to pay for pre- or post-remediation testing. Contaminants from wildfires may also pose significant long-term risks to people’s health. CDI further notes while property insurance policies that cover fire also cover smoke damage caused by fire, California has no statewide standards governing the inspection or testing of smoke-damaged homes, no minimum sampling or clearance protocols, no mandated remediation methods, and no training or certification requirements for professionals who assess or remediate smoke damage. No state agency is currently designated to enforce uniform smoke damage remediation standards, and existing claims-handling requirements lack the specificity needed for consistent enforcement.
In May 2025, out of recognition that the state needs consistent statewide standards for investigating and paying smoke damage claims, CDI established the Smoke Claims and Remediation Task Force (Task Force). In March 2026, the Task Force issued its formal report. CDI is sponsoring this bill to set forth standards and protocols to ensure the health and safety of residents and for the proper handling of smoke-damaged residential property insurance claims caused by wildfires after consideration of the recommendations in the Task Force report, as well as other relevant scientific and health-based sources.
Among others in opposition to this bill, several associations representing the insurance industry argue that while the industry supports smoke claim testing and remediation standards and actively participated in the Task Force, these standards “must be grounded in defensible science and structured in a way that is operationally feasible and legally durable.” The coalition argues this bill, while intended to improve consistency and consumer outcomes, raises significant concerns for insurers related to contract certainty, retroactive application, operational feasibility, and cost escalation.
Item: 19
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AB 1795
3) Related Legislation. AB 1642 (Harabedian) of the current legislative session requires DTSC to adopt regulations specifying science-informed, health-based standards to guide investigation, testing, and remediation efforts after WUI fire events. AB 1642 is pending in this committee.
Analysis Prepared by: Nikita Koraddi / APPR. / (916) 319-2081 Item: 19
874