Agenda packet — Lake Forest City Council, September 1, 2026

AGENDA

LAKE FOREST CITY COUNCIL
Regular Meeting of the City Council
Tuesday, September 1, 2026
Closed Session 5:30 p.m.

Public Session 6:30 p.m.

City Council Chambers, 100 Civic Center Drive, Lake Forest, California NOTICE: Pursuant to Lake Forest Municipal Code Section 2.04.010, Regular Meetings of the City Council are held the First and Third Tuesday of each month at the hour of 5:30 p.m. for Closed Session matters, if required.

The Public Session of the meeting shall commence at 6:30 p.m. or as soon thereafter as possible. Special Meeting times may be held at a different time and date as listed on the Agenda.

AGENDA DOCUMENT REVIEW:
https://www.lakeforestca.gov/city_government/agendas_and_minutes/index.php and at the City Clerk’s Office, 100 Civic Center Drive, Lake Forest, California, on the Friday before the meeting on Tuesday.

AGENDA DESCRIPTION: The Agenda descriptions are intended to give notice to members of the public of a general summary of items of business to be transacted or discussed. The listed Recommended Action represents staff’s recommendation. The City Council may take any action which it deems to be appropriate on the agenda item and is not limited in any way by the recommended action.

AGENDA ON SOCIAL MEDIA: This meeting will be streamed through Facebook Live. Comments will not be taken via Facebook Live. The City provides the Facebook Live stream as an additional service to the public.

However, the City cannot guarantee that its network and/or the site will be uninterrupted. The City is not responsible for any interrupted service.

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

PUBLIC PARTICIPATION: In addition to attending in person, members of the public may access the meeting live on our website at https://www.lakeforestca.gov/city_government/agendas_and_minutes/index.php .

PUBLIC COMMENT PRIOR TO THE MEETING: Members of the public may submit email comments to [email protected]. Email comments will be uploaded to the agenda packet and made part of the official public record of the meeting and will not be read at the meeting. To ensure staff reviews all comments prior to the City Council meeting, please submit email comments no later than 5:00 p.m. the day of the meeting.

PUBLIC COMMENT: Members of the public may provide comments in-person at the meeting. Public comments will no longer be accepted remotely. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk. To ensure prompt distribution to the City Council, members of the public wishing to provide written materials to the City Council should do so prior to the start of the meeting or as close thereto as possible, as time will not be taken during the public comment period to distribute written materials to the City Council. Those wishing to provide remote public comment during the meeting may do so by visiting publiccomment.lakeforestca.gov or call (949) 776-5172 and enter meeting code 4516.

TRANSLATION SERVICE: Interpreters are available by request to members of the public that prefer to make their public comments in Spanish or Chinese. Requests for a translator need to be received by 8:00 a.m. the September 1, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 1 Monday before the scheduled City Council meeting. Such requests must be received via email at [email protected]
Los intérpretes están disponibles previa solicitud para el público que prefiera hacer sus comentarios públicos en español o chino. Las solicitudes de traductor deben recibirse antes de las 8:00 a. m. del lunes anterior a la reunión programada del Concejo Municipal. Dichas solicitudes deben recibirse por correo electrónico a [email protected]
如果大眾願意用西班牙語或中文發表公開評論，我們可應要求提供口譯服務。需要在預定市議會會議之前的周一上
午 8:00 之前收到翻譯請求。此類請求必須透過電子郵件收到：[email protected] Rúguǒ dàzhòng yuànyì yòng xībānyá yǔ huò zhōngwén fābiǎo gōngkāi pínglùn, wǒmen kě yīng yā oqiú tígōng kǒuyì fúwù. Xūyào zài yùdìng shì yìhuì huìyì zhīqián de zhōuyī shàngwǔ 8:00 Zh īqián shōu dào fānyì qǐngqiú. Cǐ lèi qǐngqiú bìxū tòuguò diànzǐ yóujiàn shōu dào: translat [email protected]
CALL TO ORDER: 5:30 p.m.

Council Members: Mark Tettemer
Scott Voigts
Benjamin Yu
Mayor Pro Tem: Doug Cirbo
Mayor: Robert Pequeño
City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Thy Merritt
CLOSED SESSION PUBLIC COMMENT:

CLOSED SESSION: At this time, the City Council may recess to Closed Session for conference with Legal Counsel to discuss the items listed below pursuant to Government Code requirements. Any items not concluded by 6:30 p.m. may be continued to the end of the Public Session. At this time, members of the public may address the City Council regarding any items listed on the Closed Session agenda. No action may be taken on items not listed on the agenda unless authorized by law. Comments shall be limited to three minutes per item. Any person wishing to address the City Council on a Closed Session matter is requested to complete a "Request to Speak" form available at agenda public review table near the entrance. The completed form is to be submitted to the City Clerk prior to an individual being heard by the City Council. Whenever possible, lengthy testimony should be presented to the City Council in writing (8 copies) and only pertinent points presented orally. Those wishing to address the City Council remotely may visit publiccomment.lakeforestca.gov or dial (949) 776-5172 and enter meeting code 4516.

CLOSED SESSION (Item No. 1)
CLOSED SESSION: At this time, the City Council may recess to Closed Session for conference with Legal Counsel to discuss the items listed below pursuant to Government Code requirements. Any items not concluded by 6:30 p.m. may be continued to the end of the Public Session.

1. CONFERENCE WITH LEGAL COUNSEL- EXISTING LITIGATION
PURSUANT TO GOVERNMENT CODE SECTION 54956.9(D)(1)
NUMBER OF CASES: 2
September 1, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 2 CASE NAME: BRIAN MCMILLAN V. CITY OF LAKE FOREST, ET AL.

USDC CENTRAL DISTRICT CASE NO.: 8:25-CV-00245-SRM (JDEX) CASE NAME: WE THE MEADOWS V. CITY OF LAKE FOREST AND IPT

ENTERPRISE BUSINESS CENTER, LLC
OCSC CASE NO.: 30-2026-01589125-CU-WM-CXC
RECOMMENDED ACTION: Conduct closed session.

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

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

PUBLIC SESSION: 6:30 p.m.

PUBLIC SESSION: At this time, the City Council will convene to consider public matters. Those wishing to address the City Council may submit a completed “Request to Speak” form to the City Clerk prior to City Council action. Those wishing to address the City Council remotely may visit publiccomment.lakeforestca.gov or dial (949) 776-5172 and enter meeting code 4516.

INVOCATION: The Invocation will be provided by Chaplain Jon Fosburg, Orange County Sheriff’s Department.

PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country to be led by Junior Troop #5482.

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

PRESENTATIONS (Item Nos. 2 – 4)
September 1, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 3

2. PROCLAMATION DECLARING SEPTEMBER 2026 AS SERVICE CLUBS MONTH
RECOMMENDED ACTION: Approve a proclamation designating
September 2026 as “Service Clubs Month.”

3. PROCLAMATION DECLARING SEPTEMBER 2026 AS HUNGER ACTION MONTH
RECOMMENDED ACTION: Approve a proclamation designating
September 2026 as “Hunger Action Month.”

4. PROCLAMATION DECLARING SEPTEMBER 2026 AS WORLD

ALZHEIMER'S AWARENESS MONTH
RECOMMENDED ACTION: Approve a proclamation designating
September 2026 as "World Alzheimer's Awareness Month."

PUBLIC COMMENTS
Members of the public can submit an e-comment to
[email protected]
. E-comments will
not
be read at the meeting.

Members of the public may also provide comments in-person at the meeting. Those wishing to provide comments in-person at the meeting will be asked to submit a request to speak to the City Clerk. Those wishing to provide comments remotely may visit publiccomment.lakeforestca.gov or dial (949) 776-5172 and enter meeting code 4516.

CONSENT CALENDAR (Item Nos. 5 – 11)
All matters listed under the Consent Calendar are considered routine and will be enacted by one vote. There will be no separate discussion of these items unless Members of the City Council, the public, or staff request specific items be removed from the Consent Calendar for separate action.

5. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES RECOMMENDED ACTION:

Said Ordinances and Resolutions which
appear on the public agenda shall be determined to have been read by title and further reading waived.

6. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON AUGUST 18, 2026
September 1, 2026

LAKE

FOREST CITY COUNCIL
AGENDA

Page 4 ends

RECOMMENDED ACTION:

Approve as submitted.

7. PROCLAMATION DECLARING SEPTEMBER 2026 AS NATIONAL

PREPAREDNESS MONTH
RECOMMENDED ACTION: Approve a proclamation designating
September 2026 as National Preparedness Month.

8. NOTICE OF COMPLETION FOR ENERGY EFFICIENT LED LIGHTING PROJECT - ETNIES SKATE PARK (26P05)
RECOMMENDED ACTION: 1. Find that Musco Sports Lighting, LLC has completed construction of the Energy Efficient LED Lighting Projects – Etnies Skate Park (26P05). 2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City. 3.

Authorize the City Clerk to submit Notice of Completion for recordation to the Orange County Clerk-Recorder Department within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code. 4. Authorize staff to release any unencumbered retention in accordance with California law.

9. NOTICE OF COMPLETION FOR FOOTHILL RANCH BOX LACROSSE CONVERSION PROJECT (24P04)
RECOMMENDED ACTION: 1. Find that Oppenheimer National has completed construction of the Foothill Ranch Community Park Box Lacrosse Conversion Project (24P04). 2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City. 3.

Authorize the City Clerk to submit Notice of Completion for recordation to the Orange County Clerk-Recorder Department within fifteen days of City Council approval, as required by Section 9204 of the California Civil Code.

4. Authorize staff to release any unencumbered retention in accordance with California law.

10. AMENDMENTS TO COOPERATIVE AGREEMENTS WITH THE ORANGE

COUNTY TRANSPORTATION AUTHORITY FOR REGIONAL TRAFFIC
September 1, 2026

LAKE

FOREST CITY COUNCIL
AGENDA

Page 5 ends

SIGNAL SYNCHRONIZATION PROGRAM PROJECTS
RECOMMENDED ACTION: 1. Approve Amendment No. 1 to Cooperative Agreement No. C-1-3597 between the Orange County Transportation Authority and the Cities of Lake Forest and Irvine, extending the agreement term through December 31, 2028, with no change to the maximum obligation. 2. Approve Amendment No. 1 to Cooperative Agreement No. C- 1-3599 between the Orange County Transportation Authority and the Cities of Lake Forest, Mission Viejo, and Rancho Santa Margarita, extending the agreement term through December 31, 2027, with no change to the maximum obligation. 3. Authorize the Mayor to sign, and the City Clerk to attest, Amendments No. C-1-3597 and No. C-1-3599, substantially in the form attached.

11. FIRST AMENDMENT TO THE AGREEMENT WITH CLIENTFIRST

CONSULTING GROUP LLC FOR CITYWIDE TECHNOLOGY MASTER

PLAN CONSULTING SERVICES
RECOMMENDED ACTION: 1. Approve the First Amendment to the Professional Consultant Services Agreement with ClientFirst Consulting Group LLC. 2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment to the Agreement with ClientFirst Consulting Group LLC, substantially in the form attached.

PUBLIC HEARING(S) (Item Nos. 12 – 13)
Public Hearings are scheduled for a time certain of 6:30 p.m. or as soon thereafter as possible. City Council, when considering the matter scheduled for hearing, will take the following actions: 1. Open the Public Hearing. 2. Receive staff report. 3. Accept public testimony. 4. City Council comments and questions. 5. Close the Public Hearing and take appropriate action.

12. ANNUAL REVIEW OF DEVELOPMENT AGREEMENTS
RECOMMENDED ACTION: 1. Conduct the annual review of Development Agreements between the City of Lake Forest (“City”) and the following parties: a. USA Portola Properties, LLC ("Baldwin”); b. Lennar Homes ("Lennar"); and, 3. Toll Brothers West, Inc. ("Toll Brothers") 2. Find that Baldwin, Lennar, and Toll Brothers are each in good faith compliance with respective Development Agreements.

September 1, 2026

LAKE

FOREST CITY COUNCIL
AGENDA

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13. USER AND REGULATORY FEES UPDATE
RECOMMENDED ACTION: 1. Conduct the noticed public hearing. 2. Adopt a Resolution Entitled: A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF LAKE FOREST, CALIFORNIA, ESTABLISHING UPDATED
FEES, AND CHARGES FOR VARIOUS MUNICIPAL SERVICES.

CITY MANAGER'S REPORT
At this time, the City Manager may comment on agenda and non-agenda items; and report on items of interest to the City Council and community.

CITY COUNCIL COMMENTS
At this time, City Council Members may comment on agenda or non-agenda matters. No discussion may take place on any item not appearing on the posted agenda. Council Members may ask a question for clarification, respond to statements made or questions posed by the public, make a brief announcement, or make a brief report on his or her own activities. In addition, the City Council may refer to staff or other resources for factual information, request staff to report back at a subsequent meeting or direct staff to place a matter of business on a future agenda. No action may be taken on non-agenda matters unless authorized by law (Government Code Section 54954.2).

Council Member Tettemer:

Council Member Voigts:

Council Member Yu:

Mayor Pro Tem Cirbo:

Mayor Pequeño:

September 1, 2026

LAKE

FOREST CITY COUNCIL
AGENDA

Page 7 ends

ADJOURNMENT
In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this Meeting, including auxiliary aids or services, you should contact the Office of the City Clerk at (949) 461-3400.

Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and agenda back-up materials can be obtained from the Office of the City Clerk on the Friday prior to the City Council meeting. Copies of all Agendas, Staff Reports and Supporting Materials can also be found on the City’s website – https://www.lakeforestca.gov/city_government/agendas_and_minutes/index.php. Agenda and agenda packets, if requested, will be made available in an appropriate alternative format to persons with a disability as required by the Americans With Disabilities Act. Copies of the agenda are provided at no cost and agenda back-up materials are available at the per page copy cost.

The City of Lake Forest mailing address is City Council Chambers, 100 Civic Center Drive, Lake Forest, California.

Phone: (949) 461-3400. FAX (949) 461-3511
CERTIFICATION: I, Thy Merritt, City Clerk of the City of Lake Forest, California, hereby certify that the foregoing agenda was posted for public review at City Hall on August 27, 2026.

Thy Merritt
City Clerk
September 1, 2026 LAKE FOREST CITY COUNCIL AGENDA Page 8

CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/1/2026
DEPARTMENT: City Clerk
SUBJECT:

PROCLAMATION DECLARING SEPTEMBER 2026 AS SERVICE CLUBS
MONTH
RECOMMENDED ACTION(S):

Approve a proclamation designating September 2026 as Service Clubs Month.

EXECUTIVE SUMMARY:

Service Clubs Month is observed in September to highlight nonprofit organizations that engage in charitable work and services and encourage civic engagement by promoting volunteerism. These clubs have been an integral part of Orange County, with many having served the community for over 100 years.

They play a vital role in providing resources and services to various community projects and educational programs. They also provide opportunities for professional and social networking and develop the skills and talents of young people through mentoring, leadership training, and scholarships.

Formal adoption of this proclamation recognizes the month of September as “Service Clubs Month,” demonstrating support of nonprofit organizations in the community. Staff recommend the City Council approve a proclamation declaring September 2026 as "Service Clubs Month" in the City of Lake Forest.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Service Clubs Month Proclamation
Initiated By: Madeline Balsz, Assistant City Clerk
Submitted By: Thy Merritt, City Clerk
Approved By: Debra Rose, City Manager
Item: 2
9 ATTACHMENT
Item: 2
10 CITY OF LAKE FOREST PROCLAMATION
Service Clubs Month – September 2026

WHEREAS, service clubs in Lake Forest are organizations that engage in community service, charitable work, and fundraising. These clubs have been an integral part of Lake Forest in many cases for over 100 years and have made significant contributions to the development of our communities; and WHEREAS, service clubs play a vital role in community development by providing resources and services to support local communities. They contribute to various community projects, such as building playgrounds, supporting educational programs, and providing scholarships; and WHEREAS, these clubs engage in various charitable works, such as donating to food banks, homeless shelters, and disaster relief efforts; and
WHEREAS, service clubs provide leadership development opportunities for their members and provide avenues to learn about leadership skills, team building, and communication, assisting them in their personal and professional lives; and
WHEREAS, these clubs offer networking opportunities for members where they can interact with other professionals and community leaders, build relationships, and expand their social and professional networks; and
WHEREAS, service clubs also focus on developing the skills and talents of young people. They provide mentoring, leadership training, and scholarship opportunities for students and organize programs to support underprivileged youth; and
WHEREAS, these clubs encourage civic engagement by promoting volunteering and community service; NOW, THERFORE, the City Council of the City of Lake Forest, California, do hereby proclaim September 2026 as SERVICE CLUBS MONTH in appreciation for all the significant contributions these organizations make to our communities.

ROBERT PEQUEÑO
Mayor

DOUG CIRBO
Mayor Pro Tem

MARK TETTEMER
Council Member

SCOTT VOIGTS
Council Member

BENJAMIN YU
Council Member

Item: 2
11 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/1/2026
DEPARTMENT: City Clerk
SUBJECT:

PROCLAMATION DECLARING SEPTEMBER 2026 AS HUNGER ACTION
MONTH
RECOMMENDED ACTION(S):

Approve a proclamation designating September 2026 as “Hunger Action Month.” EXECUTIVE SUMMARY:

The Orange County Food Bank and Second Harvest Food Bank of Orange County are requesting the City Council support a proclamation declaring the month of September 2026 as “Hunger Action Month” in the City of Lake Forest.

Hunger Action Month is a national effort to raise awareness of food and nutritional insecurity in local communities and encourage public engagement.

Food and nutritional insecurity can affect people from all demographics and backgrounds. Millions of Americans are at risk of experiencing food insecurity following circumstances such as job loss, a missed paycheck, or an unexpected medical emergency. Feeding America is a nationwide nonprofit organization that operates a network of more than 200 food banks providing food assistance to individuals and families experiencing food insecurity through food pantries, soup kitchens, shelters, and community-based agencies. Formal adoption of this proclamation recognizes the month of September as “Hunger Action Month,” demonstrates support of raising awareness of food insecurity, and encourages the public to engage in community-based agencies that provide food assistance.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

Hunger Action Month Proclamation
Item: 3
12 Initiated By: Madeline Balsz, Assistant City Clerk
Submitted By: Thy Merritt, City Clerk
Approved By: Debra Rose, City Manager
Item: 3
13 ATTACHMENT
Item: 3
14 CITY OF LAKE FOREST PROCLAMATION
Hunger Action Month – September 2026

WHEREAS, hunger and poverty are issues of vital concern in California, where approximately 22% of California households and 27% of households with children experience food insecurity; and WHEREAS, everyone needs nutritious food to thrive , and people are working hard to provide for themselves and their families— yet over 387,000 individuals, including over 112,000 children — that’s 1 in 6 children, here in Orange County are food insecure; and
WHEREAS, the City of Lake Forest of California is committed to taking steps to combat hunger in every part of our community and to provide additional resources that those in the City of Lake Forest need; and WHEREAS, the City of Lake Forest of California is committed to working with the Orange County Hunger Alliance in educating people about the role and importance of food banks and the charitable food systems in addressing hunger, raising awareness of the need to devote more resources and attention to hunger issues , and working collaboratively to optimize the food system and address food insecurity as a symptom of poverty; and WHEREAS, in 2025, Orange County Food Bank and Second Harvest Food Bank collectively recorded an average of 808,473 individual food distribution visits per month from our community members facing food insecurity and distributed 72,837,538 pounds of food through their partner networks of food pantries at senior centers, schools, colleges, universities, houses of worship, soup kitchens, shelters, and other community organizations; and WHEREAS, 2-1-1 Orange County received 15,563 calls from Orange County residents seeking food assistance and were connected by 37,962 referrals to food pantries in the past year; and WHEREAS, Meals on Wheels Orange County prepared and delivered 1,272,026 meals in 2025, providing older adults and vulnerable neighbors with vital nutrition, compassionate support, and services promoting health, independence, and dignity; and
WHEREAS, the month of September has been designated “Hunger Action Month” in order to bring attention to food insecurity in our communities and to enlist the public in the movement to end hunger by taking action – including volunteering, donating, and advocating - to ensure every community, and everybody in it, has the food they need to thrive; and WHEREAS, food banks and other organizations across the country , including the members of the OC Hunger Alliance, will host events throughout the month of September to bring awareness and help end food insecurity in our local community; NOW, THERFORE, the City Council of the City of Lake Forest, California, do hereby proclaim September 2026 as HUNGER ACTION MONTH.

__________________________
ROBERT PEQUEÑO
Mayor
__________________________

DOUG CIRBO
Mayor Pro Tem

__________________________

MARK TETTEMER
Council Member

__________________________

SCOTT VOIGTS
Council Member
__________________________

BENJAMIN YU
Council Member

Item: 3
15 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/1/2026
DEPARTMENT: City Clerk
SUBJECT:

PROCLAMATION DECLARING SEPTEMBER 2026 AS WORLD ALZHEIMER'S

AWARENESS MONTH
RECOMMENDED ACTION(S):

Approve a proclamation designating September 2026 as "World Alzheimer's Awareness Month."
EXECUTIVE SUMMARY:

World Alzheimer’s Awareness Month is an international campaign observed every September by Alzheimer and dementia associations worldwide. The campaign raises awareness, addresses stigma and discrimination surrounding dementia, and highlights the importance of timely and early diagnosis. Since 1982, Alzheimer’s Orange County has been Orange County’s center for Alzheimer’s resources. Alzheimer‘s disease is an irreversible, progressive, neurodegenerative brain disorder that affects memory, thinking, and the ability to perform daily activities.

Currently, more than 164,000 residents in Orange County, and over 6 million Americans, are living with Alzheimer’s disease. Alzheimer’s Orange County is dedicated to providing quality care and support services to residents affected by Alzheimer’s disease or related dementias. They also partner with local researchers to populate clinical trials to help advance the search for a cure.

Increased awareness can encourage more people to seek out information, advice, and support, helping improve diagnosis rates, advance research, and meet the growing demand for treatment and care.

Formal adoption of this proclamation would designate September 2026 as “World Alsheimer’s Awareness Month,” helping raise awareness of Alzheimer’s disease and related dementias, reduce stigma, and highlight the importance of early diagnosis and access to resources and support. Staff recommend the City Council approve designating September 2026 as "World Alzheimer's Awareness Month" in the City of Lake Forest.

Item: 4
16 FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

World Alzheimer's Awareness Month Proclamation
Initiated By: Madeline Balsz, Assistant City Clerk
Submitted By: Thy Merritt, City Clerk
Approved By: Debra Rose, City Manager
Item: 4
17 ATTACHMENT
Item: 4
18 CITY OF LAKE FOREST PROCLAMATION
World Alzheimer’s Awareness Month – September 2026

WHEREAS, the Nation, State of California, and City of Lake Forest observe World Alzheimer’s Month during the month of September; and
WHEREAS, Alzheimer’s disease, a progressive neurodegenerative brain disorder, tragically robs individuals of their moments and leads to progressive mental and physical impairments; and
WHEREAS, more than 164,000 residents in Orange County and over 6 million Americans are currently living with Alzheimer’s disease; and WHEREAS, Alzheimer’s disease is the third leading cause of death in Orange County; and
WHEREAS, the mission of Alzheimer's Orange County is to provide hands- on care and support, information, referrals, education and resources for families in Orange County and surrounding areas who experience memory loss, Alzheimer’s and other dementias.

NOW, THEREFORE, the City Council of the City of Lake Forest, California, do hereby proclaim September 2026 as WORLD ALZHEIMER’S AWARENESS MONTH.

ROBERT PEQUEÑO
Mayor

DOUG CIRBO
Mayor Pro Tem

MARK TETTEMER
Council Member

SCOTT VOIGTS
Council Member

BENJAMIN YU
Council Member

Item: 4
19 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/1/2026
DEPARTMENT: City Clerk
SUBJECT:

MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES
RECOMMENDED ACTION(S):

Said Ordinances and Resolutions which appear on the public agenda shall be determined to have been read by title and further reading waived.

EXECUTIVE SUMMARY:

California Government Code 36934 allows titles of ordinances and resolutions to be waived.

FISCAL IMPACT:

There is minimal fiscal impact associated with the recommended action.

ATTACHMENTS:

None.

Submitted By: Thy Merritt, City Clerk
Approved By: Debra Rose, City Manager
14 Item: 5
20 MINUTES OF A REGULAR MEETING

OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST
The regular meeting of the City Council of the City of Lake Forest held Tuesday, August 18, 2026, at the Lake Forest City Council Chambers, 100 Civic Center Drive, Lake Forest, California, was called to order at 5:30 p.m. with all members present.

ROLL CALL:

Council Members:

Mark Tettemer
Scott Voigts
Benjamin Yu
Mayor Pro Tem: Doug Cirbo
Mayor: Robert Pequeño

City Manager: Debra Rose
City Attorney: Matthew E. Richardson
City Clerk: Thy Merritt

CLOSED SESSION

1. CONFERENCE WITH LABOR NEGOTIATORS PURSUANT TO
GOVERNMENT CODE SECTION 54957.6
AGENCY DESIGNATED REPRESENTATIVE: MAYOR AND CITY MANAGER UNREPRESENTED EMPLOYEE(S): ALL EMPLOYEES
ACTION: Conduct closed session.

PUBLIC SESSION: 6:30 p.m.

INVOCATION: The Invocation was provided by Pastor Dave Evans, Grace Community Church.

PLEDGE OF ALLEGIANCE: The Pledge of Allegiance to the Flag of our Country was led by Scout Troop #321.

CLOSED SESSION REPORT: City Attorney Richardson had no action to report.

PRESENTATIONS: (Item Nos. 2 – 4)
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Presentation Item Nos. 2 – 4. The motion was carried by a vote of 5-0.

2. I-5/EL TORO ROAD INTERCHANGE PROJECT UPDATE
City Manager Rose introduced this item and invited Executive Director of Planning Casey and Principal Community Relations Specialist Hui from the Item: 6
21 August 18, 2026

LAKE FOREST CITY COUNCIL MEETING MINUTES Page 2 of 6 Page 5 Orange County Transportation Authority who provided a presentation. No public comment was offered. Council questions were asked and answered.

ACTION: The I-5/El Toro Road Interchange Project Update was received and filed.

3. RECOGNITION OF THE 2026 FOURTH OF JULY PARADE

VOLUNTEERS, SPONSORS, AND AWARD WINNERS
City Manager Rose introduced this item and invited Recreation Manager Hunter to provide a presentation. No public comment was offered.

ACTION: 1. The volunteers who helped plan and produce the 2026 Lake Forest 4th of July Parade were recognized. 2. The groups that provided police services, street closures, street cleaning, and ambulatory services were recognized. 3. The parade sponsors were recognized. 4. Awards were presented to the winning parade entries.

4. WILDFIRE MITIGATION UPDATE
City Manager Rose introduced this item and invited Administrative Services Manager De La Paz to provide a presentation. No public comment was offered.

ACTION: The Wildfire Mitigation Update was received and filed.

PUBLIC COMMENTS:

Anil Patel thanked staff for the summer events the City has hosted.

Randy Johnson corrected the record from July 21, 2026, City Council meeting and expressed concerns with comments made by Mark Hermanson.

Bob Holtzclaw expressed concerns with the term limit measure that will be on the ballot for the November 3, 2026, election.

Jeff Derencin thanked and praised staff and council for the work they do.

CONSENT CALENDAR: (Item Nos. 5 – 11)
Consent Calendar Item No. 9 was pulled for discussion.

STATEMENT READ INTO THE RECORD:

Council Member Voigts: There are warrants on the register to the County of Orange. I am an employee of the County of Orange, but I do not work for the department that generated the warrants. Because the County of Orange is a public agency and Item: 6
22 August 18, 2026

LAKE FOREST CITY COUNCIL MEETING MINUTES Page 3 of 6 Page 5 because I do not work for the departments in question, I have determined that I have a non-interest in these warrants and will vote on this item MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Consent Calendar Item Nos. 5 – 8, 10 – 11. The motion was carried by a vote of 5-0.

5. MOTION TO WAIVE READING OF RESOLUTIONS AND ORDINANCES ACTION: Said Ordinances and Resolutions which appeared on the public agenda were determined to have been read by title and further reading was waived.

6. MINUTES OF THE REGULAR MEETING OF THE CITY COUNCIL HELD ON JULY 21, 2026
ACTION: The minutes were approved as submitted.

7. NATIONAL EMERGENCY MANAGEMENT AWARENESS MONTH
ACTION: August 2026 was designated as National Emergency Management Awareness Month.

8. CERTIFICATION OF WARRANT REGISTER
ACTION: The warrant register in the amount of $10,317,138.95 was approved.

10. NATURE PARK, LAKE FOREST PARK, AND PEACHWOOD PARK

IMPROVEMENT PROJECTS CONSTRUCTION CONTRACT AWARD
ACTION: 1. The contract documents for construction of the Nature Park, Lake Forest Park & Peachwood Park Improvement Projects were approved. 2. A contract in the amount of $211,700 to R.E. Schultz Construction, Inc. was awarded. 3. All other bids received were rejected and the return of the bid bonds was authorized upon receipt of the executed contract documents from R.E.

Schultz Construction, Inc. 4. The Mayor was authorized to sign, and the City Clerk to attest the contract with R.E. Schultz Construction, Inc.

11. ACCEPTANCE OF USA PORTOLA WEST LLC IMPROVEMENTS AND RELEASE OF BONDS FOR TRACT 17826
ACTION: 1. The tract improvements and monumentation constructed by USA Portola West LLC, a California Limited Liability Company for Tract 17826 were accepted as complete. 2. The City Clerk was authorized to release the following bonds: a. Subdivision Faithful Performance Bond and Subdivision Labor and Materials Bond, each in the amount of $26,841.57, for slope landscaping and Item: 6
23 August 18, 2026

LAKE FOREST CITY COUNCIL MEETING MINUTES Page 4 of 6 Page 5 irrigation improvements; b. Subdivision Faithful Performance Bond and Subdivision Labor and Materials Bond, each in the amount of $21,469.75, for tract civil improvements; c. Subdivision Faithful Performance Bond and Subdivision Labor and Materials Bond, each in the amount of $42,960.80, for improvements to Saddleback Ranch Road adjacent to Tract 17826; d.

Monumentation Bond in the amount of $55,000. 3. The City Clerk was authorized to release the Subdivision Warranty Bonds for all improvements in the amount of $316,080.32 one year after acceptance of the improvements for Tract 17826 with the concurrence of the Director of Public Works/City Engineer.

12. RENEWAL OF CLOUD SERVICE AGREEMENT WITH GRANICUS, LLC.

ACTION: 1. The renewal of the Cloud Service Agreement with Granicus, LLC, for automated agenda management services in the amount of $26,101.15 was approved. 2. The Mayor was authorized to sign, and the City Clerk to attest, the renewal with Granicus, LLC, substantially in the form attached.

13. REVISION TO CLASSIFICATION PLAN AND COMPENSATION SCHEDULE FOR FISCAL YEAR 2026-27
ACTION: A Resolution entitled: A RESOLUTION OF THE CITY COUNCIL OF

THE CITY OF LAKE FOREST, CALIFORNIA, ADOPTING A REVISED CLASSIFICATION PLAN AND COMPENSATION SCHEDULE was adopted.

ITEMS PULLED FOR DISCUSSION: (Item No. 9)
MOTION: It was moved by Council Member Voigts, seconded by Council Member Yu, to approve Consent Calendar No. 9. The motion was carried by a vote of 5-0.

9. LAKE FOREST MUNICIPAL CODE AMENDMENTS REGARDING ELECTRIC

BICYCLES
Randy Johnson offered public comment and shared his concern with e-bike riders and e-bike enforcement. Amy Stevens offered public comment and requested adding clarifying language to the Ordinance, along with language prohibiting e-bikes in parks.

ACTION: A second reading was conducted and an Ordinance entitled: “AN

ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST, CALIFORNIA, AMENDING CHAPTER 12.24 OF TITLE 12 OF THE LAKE

FOREST MUNICIPAL CODE, RELATING TO THE PROHIBITION OF

OPERATION OF ELECTRIC BICYCLES ON DECLARED PORTIONS OF

PUBLIC PROPERTY, AND FINDING THE ORDINANCE NOT SUBJECT TO THE CALIFORNIA ENVIRONMENTAL QUALITY ACT” was adopted.

Item: 6
24 August 18, 2026

LAKE FOREST CITY COUNCIL MEETING MINUTES Page 5 of 6 Page 5 DISCUSSION/ACTION ITEMS: (Item Nos. 14 – 15)

14. AWARD OF PROFESSIONAL CONSULTANT SERVICES AGREEMENT FOR

THE DESIGN OF THE LAKE FOREST SPORTS PARK RENOVATIONS
(24P01) AND ETNIES SKATE PARK BUILDING IMPROVEMENTS (27F06) City Manager Rose introduced this item and invited Principal Civil Engineer Shah to provide a presentation. No public comment was offered. Council questions were asked and answered.

MOTION: It was moved by Council Member Tettemer, seconded by Mayor Pro Tem Cirbo, to: 1. Award a Professional Consultant Services Agreement (“Agreement”) to BOA Architecture, Inc., in the amount of $167,000 for the design of the Lake Forest Sports Park and Recreation Center Renovations and Etnies Skate Park Building Improvements. 2. Authorize the Mayor to sign, and the City Clerk to attest to the Agreement with BOA Architecture, Inc., substantially in the form attached. The motion was carried by a vote of 5-0.

15. CAPITAL IMPROVEMENT PLAN UPDATE
City Manager Rose introduced this item and invited Assistant Public Works Director Mokarram to provide a presentation. No public comment was offered.

Council questions were asked and answered.

MOTION: The Capital Improvement Plan update was received and filed.

CITY MANAGER'S REPORT: City Manager Rose had nothing further to report.

CITY COUNCIL COMMENTS:

Council Member Tettemer: Council Member Tettemer attended the Concert at the Park with Yachty by Nature and the Classic Car Show.

Council Member Tettemer thanked staff for putting on a
great event.

Council Member Voigts: Council Member Voigts attended the Concert at the Park and Classic Car Show.

Council Member Yu: Council Member Yu had nothing further to report.

Mayor Pro Tem Cirbo: Mayor Pro Tem Cirbo reported on his attendance at his 50th high school reunion and a wedding.

Mayor Pequeño: Mayor Pequeño reported on his attendance at National Night Out, a wedding in Hartford, Connecticut, and a
Item: 6
25 August 18, 2026

LAKE FOREST CITY COUNCIL MEETING MINUTES Page 6 of 6 Page 5 Hartford Yard Goats AA baseball game and throwing
the first pitch.

ADJOURNMENT: The Regular Meeting of the City Council was adjourned at 7:51 p.m.

Respectfully submitted:

APPROVED:

THY MERRITT ROBERT PEQUEÑO

CITY CLERK MAYOR
Item: 6
26 CITY COUNCIL AGENDA REPORT
MEETING DATE: 09/01/2026
DEPARTMENT: Management Services
SUBJECT:

PROCLAMATION DECLARING SEPTEMBER 2026 AS NATIONAL

PREPAREDNESS MONTH
RECOMMENDED ACTION(S):

Approve a proclamation designating September 2026 as National Preparedness Month.

EXECUTIVE SUMMARY:

National Preparedness Month is observed each September in the United States to promote awareness and emergency readiness for individuals, families, and communities. The Department of Homeland Security Federal Emergency Management Agency (“FEMA”) encourages all residents to prepare for emergencies by taking four key actions to prepare for any disaster:
Know the different types of emergencies that could happen and appropriate responses to stay safe;
Make a family emergency plan;
Build an emergency supply kit; and,
Get involved in their community by taking action to prepare for emergencies.

Formal adoption of this proclamation recognizes the month of September as “National Preparedness Month,” demonstrating support of promoting awareness and emergency readiness. Staff recommend the City Council proclaim September 2026 as “National Preparedness Month” in the City of Lake Forest.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended action.

ATTACHMENTS:

National Preparedness Month 2026 Proclamation
Item: 7
27 Initiated By: Sharlyn de la Paz, Administrative Services Manager Submitted By: Sean McGovern, Deputy City Manager
Approved By: Debra Rose, City Manager
Item: 7
28 Attachment
Item: 7
29 PROCLAMATION

THE LAKE FOREST CITY COUNCIL

HEREBY PROCLAIMS
September 2026
AS
“NATIONAL PREPAREDNESS MONTH”
_________________________________
ROBERT PEQUEÑO
MAYOR

DOUG CIRBO

MAYOR PRO TEM
__________________________

MARK TETTEMER

COUNCIL MEMBER
_______________________

SCOTT VOIGTS

COUNCIL MEMBER
__________________________

BENJAMIN YU

COUNCIL MEMBER
Item: 7
30 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/1/2026
DEPARTMENT: Public Works
SUBJECT:

NOTICE OF COMPLETION FOR ENERGY EFFICIENT LED LIGHTING
PROJECT - ETNIES SKATE PARK (26P05)
RECOMMENDED ACTION(S):

1. Find that Musco Sports Lighting, LLC has completed construction of the Energy Efficient LED Lighting Projects – Etnies Skate Park (26P05).

2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City.

3. Authorize the City Clerk to submit Notice of Completion for recordation to the Orange County Clerk-Recorder Department within fifteen days of the City Council approval, as required by Section 9204 of the California Civil Code.

4. Authorize staff to release any unencumbered retention in accordance with California law.

EXECUTIVE SUMMARY:

The Energy Efficient LED Lighting Projects – Etnies Skate Park (26P05) (“Project”) has been completed, and the work has been accepted by the City of Lake Forest (“City”). The Project replaced the existing high-intensity metal halide (“HID”) lamps at the Etnies Skate Park of Lake Forest (“Etnies Skatepark”) with energy-efficient LED fixtures.

Staff recommend approval of the Notice of Completion (“NOC”) (Attachment).

Approval of the NOC will formally close the Project, authorize recordation of the NOC, and permit the release of any unencumbered retention in accordance with California law.

BACKGROUND:

As part of the 2025-2032 Capital Improvement Program (“CIP”), the City Council approved a project to retrofit the existing area lighting at the Etnies Skate Park Item: 8
31 4
1 8
9 with energy-efficient LED fixtures. The existing lighting system consisted of 30 HID lamps that provided lighting coverage throughout the park. As the existing lamps aged, they required increased maintenance and replacement using an aerial lift.

The City Council approved an Agreement with Musco Sports Lighting, LLC (“Musco”) on May 5, 2026, in the amount of $100,045. The Agreement utilized Musco’s California Multiple Award Schedule (“CMAS”) contract for the manufacture and installation of the new lighting equipment.

DISCUSSION:

The Project removed the existing HID lamps and installed new LED fixtures on the existing light poles at Etnies Skate Park. The LED retrofit improves energy efficiency, provides more uniform light output with faster startup, and reduces the City’s maintenance obligations during the ten-year warranty period. The Project was substantially completed on July 30, 2026.

Notice of Completion
The NOC establishes a date that limits the time subcontractors and material vendors may file stop notices or liens against the Project. Following City Council approval, the City Clerk must submit the NOC to the Orange County Clerk- Recorder Department within 15 days of the City Council’s action, as required by Section 9204 of the California Civil Code.

Following approval and recordation, the NOC establishes a 30-day period for subcontractors and material vendors to file stop payment notices and initiates the start date for the warranty period. The work has been completed and accepted by the City. Staff recommend the City Council approve the NOC and the release of the retention payment 30 days after recording the NOC, provided there are no stop notices for the Project on file with the City.

FISCAL IMPACT:

Sufficient funds are available in the 2025-2032 CIP budget, and no additional appropriation is required. Approval of the recommended actions will allow for release of the remaining retention in accordance with California law.

Item: 8
32 4
1 8
9 ATTACHMENT:

Notice of Completion for Energy Efficient LED Lighting Projects – Etnies Skate Park (26P05)
Initiated By: Jonathan Poole, Senior Management Analyst Submitted By: Douglas Erdman, Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 8
33 Attachment
Item: 8
34 RECORDI

NG REQUESTED BY
AND MAIL TO:

Thy Merritt
City Clerk
City of Lake Forest
100 Civic Center Dr
Lake Forest, California, 92630 Fee Ex
empt – Gov’t Code §27383
NOT

ICE OF COMPLETION
(C.C.C. 9204 - PUBLIC WORKS)
NOT
ICE IS HEREBY GIVEN THAT:

1. The C
ity of Lake Forest located at 100 Civic Center Drive, Lake Forest, California, 92630, has completed a public work of improvement described as Energy Efficient LED Lighting Projects – Etnies Skate Park (26P05) and accepted by the awarding authority upon the date hereof.

2. Date
of completion: September 1, 2026

3. Des
cription of work performed: Area lighting upgrade to LED

4. The Ci
ty’s interest in the property in which the public work was completed is: x Fee  Easement  Lease

5. The re
al property upon which said public work was performed in the City of Lake Forest is: 20028 Lake Forest Drive, Lake Forest, CA 92630

6. The c
ontractor was: Musco Sports Lighting, LLC.

Dated
____________________________________ _________________________________________ Robert Pequeño, Mayor
City of Lake Forest
ATTEST
:
___________
______________________________
Thy Merritt, City Clerk

VERIFICATION
I, the undersigned, say: I am the Mayor of the City of Lake Forest, the declarant of the foregoing Notice of Completion; I have read said Notice of Completion and know the contents thereof, the same is true of my knowledge. I declare under penalty of perjury that the foregoing is true and correct.

Executed at Lake Forest, California, on this ____ day of _________________, 2026. _________________________________________
Robert Pequeño, Mayor
City of Lake Forest
ATT
EST:
___________
_______________________________
Thy Merritt, City Clerk
Item: 8
35 CITY COUNCIL AGENDA REPORT
MEETING DATE: 09/01/2026
DEPARTMENT: Public Works
SUBJECT:

NOTICE OF COMPLETION FOR FOOTHILL RANCH BOX LACROSSE
CONVERSION PROJECT (24P04)
RECOMMENDED ACTION(S):

1. Find that Oppenheimer National has completed construction of the Foothill Ranch Community Park Box Lacrosse Conversion Project (24P04).

2. Approve the Notice of Completion and authorize the Mayor to execute the document on behalf of the City.

3. Authorize the City Clerk to submit Notice of Completion for recordation to the Orange County Clerk-Recorder Department within fifteen days of City Council approval, as required by Section 9204 of the California Civil Code.

4. Authorize staff to release any unencumbered retention in accordance with California law.

EXECUTIVE SUMMARY:

The Foothill Ranch Community Park Box Lacrosse Conversion Project (24P04) (“Project”) has been completed, and the work has been accepted by the City.

Staff recommend approval of the Notice of Completion (“NOC”) (Attachment).

Approval of the NOC will formally close the Project, authorize recordation of the NOC, and permit the release of any unencumbered retention in accordance with California law.

BACKGROUND:

As part of the 2025-2032 Capital Improvement Project budget, the City Council approved Project (24P04) to convert one of the existing roller hockey rinks at Foothill Ranch Community Park into a regulation box lacrosse facility. The Item: 9
36 4
1 8
4 Project scope included removal and replacement of the existing roller hockey boards and support posts, installation of new dasher boards, player benches, court striping, and a chain link fence separating the box lacrosse court from the adjacent roller hockey rink. The City Council approved a construction agreement with Oppenheimer National on December 16, 2025, in the amount of $328,351.50.

DISCUSSION:

The Project converted one of the existing roller hockey rinks at Foothill Ranch Community Park into a regulation box lacrosse facility through installation of new dasher boards, fencing, player benches, and court striping. The City Manager approved Contract Change Order #1 in the amount of $5,244, for a total contract value of $333,595.50 to facilitate a change in the pass-through gate between the two courts and to accommodate additional court surface preparation. The Project was substantially completed on July 9, 2026.

FISCAL IMPACT:

Sufficient funds are available in the 2025-2032 Capital Improvement Project budget, and no additional appropriation is required. Approval of the recommended actions will allow for release of the remaining retention in accordance with California law.

Item: 9
37 4
1 8
4 ATTACHMENT:

Notice of Completion for Foothill Ranch Community Park Box Lacrosse Conversion Project (24P04)
Initiated By: Jonathan Poole, Senior Management Analyst Submitted By: Douglas Erdman, Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 9
38 Attachment
Item: 9
39 RECORDING REQ

UESTED BY
AND MAIL TO:

Thy Merritt
City Clerk
City of Lake Forest
100 Civic Center Dr
Lake Forest, California, 92630 Fee Exempt –
Gov’t Code §27383
NOTIC

E OF COMPLETION
(C.C.C. 9204 - PUBLIC WORKS)
NOTIC
E IS HEREBY GIVEN THAT:

1. The City of Lake Forest located at 100 Civic Center Drive, Lake Forest, California, 92630, has completed a public work
of improvement described as Foothill Ranch Community Park Box Lacrosse Conversion Project (24P04) and accepted by the awarding authority upon the date hereof.

2. Date of completion: September 1, 2026.

3. Description of work performed: Remodel existing sports court

4. The
City’s interest in the property in which the public work was completed is: x F ee Easement Lease.

5. The real property upon which said public work was performed in the City of Lake Forest is: 19422 Rue De Valore, Lake Forest, CA 92630

6. The
contractor was: Oppenheimer National
Dated ____
________________________________ _________________________________________ Robert Pequeño, Mayor
City of Lake Forest
AT
TEST:
___________________
______________________
Thy Merritt, City Clerk

VERIFICATION
I, the undersigned, say: I am the Mayor of the City of Lake Forest, the declarant of the foregoing Notice of Completion; I have read said Notic e of Completion and know the contents thereof, the same is true of my knowledge.

I declare under penalty of perjury that the foregoing is true and correct.

Executed at Lake Forest, California, on this ____ day of _________________, 2026. _________________________________________
Robert Pequeño, Mayor
City of Lake Forest
AT
TEST:
___________________
_______________________
Thy Merritt, City Clerk
Item: 9
40 CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/1/2026
DEPARTMENT: Public Works
SUBJECT:

AMENDMENTS TO COOPERATIVE AGREEMENTS WITH THE ORANGE

COUNTY TRANSPORTATION AUTHORITY FOR REGIONAL TRAFFIC

SIGNAL SYNCHRONIZATION PROGRAM PROJECTS
RECOMMENDED ACTION(S):

1. Approve Amendment No. 1 to Cooperative Agreement No. C-1-3597 between the Orange County Transportation Authority and the Cities of Lake Forest and Irvine, extending the agreement term through December 31, 2028, with no change to the maximum obligation.

2. Approve Amendment No. 1 to Cooperative Agreement No. C-1-3599 between the Orange County Transportation Authority and the Cities of Lake Forest, Mission Viejo, and Rancho Santa Margarita, extending the agreement term through December 31, 2027, with no change to the maximum obligation.

3. Authorize the Mayor to sign, and the City Clerk to attest, Amendments to Agreements No. C-1-3597 and No. C-1-3599, substantially in the form attached.

EXECUTIVE SUMMARY:

In October 2021, the City of Lake Forest (“City”), in conjunction with the Cities of Mission Viejo, Rancho Santa Margarita, Irvine, and the California Department of Transportation (“Caltrans”), entered into Cooperative Agreements with the Orange County Transportation Authority (“OCTA”) for an inter-jurisdictional project to synchronize traffic signals along two corridors.

Cooperative Agreement No. C-1-3597 (“Agreement C-1-3597”) with the OCTA is for an inter-jurisdictional project to synchronize traffic signals along the Alton Parkway corridor (Attachment 1).

Cooperative Agreement No. C-1-3599 (“Agreement C-1-3599”) with the OCTA is for an inter-jurisdictional project to synchronize traffic signals along the Portola Parkway/Santa Margarita Parkway corridor (Attachment 2). Both Agreements are scheduled to expire on December 31, 2026.

Item: 10
41 The OCTA and the participating agencies propose Amendment No. 1 to Agreement C-1-3597 (“proposed Amendment for C-1-3597”) to extend the Agreement for 24 months, through December 31, 2028 (Attachment 3).

The OCTA and the participating agencies also propose Amendment No. 1 to Agreement C-1-3599 (“proposed Amendment for C-1-3599”) to extend the Agreement for 12 months, through December 31, 2027 (Attachment 4).

The proposed Amendments would provide the parties with additional time to complete remaining project activities and administrative closeout. The proposed Amendments do not change the maximum obligation or any other terms of the Agreements. Staff recommend approval of the proposed Amendments.

BACKGROUND:

On October 5, 2021, the City Council approved Agreement No. C-1-3597 with the OCTA, and the City of Irvine, for the Alton Parkway Regional Traffic Signal Synchronization Program project (“Alton Project”), and Agreement No. C-1-3599 with the OCTA, City of Mission Viejo, and City of Rancho Santa Margarita for the Portola Parkway/Santa Margarita Parkway Regional Traffic Signal Synchronization Program project (“Portola Project”). The Agreements became effective on November 16, 2021.

The Alton Project coordinates traffic signal timing and related improvements along the Alton Parkway corridor between Red Hill Avenue and Portola Parkway.

The Portola Project coordinates traffic signal timing and related improvements along the Portola Parkway/Santa Margarita Parkway corridor between Paloma in Lake Forest and Plano Trabuco Road in Rancho Santa Margarita.

The OCTA serves as the lead agency and is responsible for management and implementation of the Alton Project and Portola Project, including traffic data collection, optimized signal timing, equipment improvements, and required project reporting. The participating agencies provide technical support and the required local match. Both Agreements currently remain in effect through December 31, 2026, and both may be extended or amended through the written consent of the OCTA and all participating agencies.

DISCUSSION:

The OCTA prepared the proposed Amendment for C-1-3597 to extend the Agreement term by 24 months, from December 31, 2026, to December 31, 2028.

The OCTA also prepared the proposed Amendment C-1-3599 to extend the Item: 10
42 Agreement term by 12 months, from December 31, 2026, to December 31, 2027.

The additional time would allow the OCTA and the participating agencies to complete the remaining work and closeout activities under the Agreements without interruption.

The proposed Amendments are limited to the term extensions. They would not increase the maximum obligation, revise the project scopes, or change the responsibilities of the participating agencies. All other provisions of the Agreements remain in full force and effect.

Approval by each participating agency and the OCTA is required before the proposed Amendments become effective. The City Attorney has reviewed and approved the proposed Amendments as to form.

FISCAL IMPACT:

There is no fiscal impact associated with the recommended actions. Approval of the proposed Amendments would not increase the City’s maximum obligation under the Agreements, and no additional appropriation is requested with this action. Existing Project funding and local match obligations remain unchanged.

ATTACHMENTS:

1. Cooperative Agreement No. C-1-3597 with OCTA

2. Cooperative Agreement No. C-1-3599 with OCTA

3. Amendment No. 1 to Cooperative Agreement No. C-1-3597

4. Amendment No. 1 to Cooperative Agreement No. C-1-3599 Initiated By: Douglas Erdman, Director of Public Works/City Engineer Submitted By: Douglas Erdman, Director of Public Works/City Engineer Approved By: Debra Rose, City Manager
Item: 10
43 Attachment 1
Item: 10
44 1 COOPERATIVE AGREEMENT NO. C- 1- 3597
2 BETWEEN
3 ORANGE COUNTY TRANSPORTATION AUTHORITY
4 AND
5 CITIES OF IRVINE AND LAKE FOREST
6 FOR
7 ALTON PARKWAY REGIONAL TRAFFIC SIGNAL SYNCHRONIZATION PROGRAM PROJECT 8 THIS COOPERATIVE AGREEMENT ( Agreement), is effective this ir` l day of
9 P J ' 2021 ("Effective Date"), by and between the Orange County Transportation 10 Authority, 550 South Main Street, P.O. Box 14184, Orange California 92863- 1584, a public corporation 11 of the State of California ( herein referred to as " AUTHORITY") and the cities of Irvine and Lake Forest 12 hereinafter referred to as `PARTICIPATINGAGENCIES") each individuallyknown as " Party" and 13 collectively known as " Parties".
14 RECITALS:
15 WHEREAS, the AUTHORITYin cooperationwith the PARTICIPATINGAGENCIES is working 16 together in coordinating traffic signals across multiple jurisdictional boundaries as a part of the Renewed 17 Measure M ( M2) Regional Traffic Signal Synchronization Program ( RTSSP or Project P) to enhance 18 countywide traffic flow and reduce congestion; and
19 WHEREAS, the AUTHORITY has completed the competitive 2021 Call for Projects 20 hereinafter, " 2021 CALL") in support of Project P and awarded Project P funds based on the application 21 hereinafter, "APPLICATION") prepared by the City of Irvine( hereinafter referred to as the" APPLICANT 22 AGENCY") for the implementationof signal synchronizationof traffic signals along Alton Parkway 23 between the intersections of Red Hill Avenue located in the City of Irvine and Portola Parkway located in 24 the City of Lake Forest ( hereinafter, " PROJECT"); and 25 WHEREAS, the PARTICIPATING AGENCIES agree to abide by the Comprehensive 26 Transportation Funding Program Guidelines and M2 Ordinance, including all revisions; and

Page 1 of 14 ends

Item: 10
45 COOPERATIVE AGREEMENT NO. C- 1- 3597

ALTON PARKWAY RTSSP PROJECT
1 WHEREAS, the PARTICIPATING AGENCIES in their approved APPLICATION have elected to 2 designate the AUTHORITY and the AUTHORITY agrees to act as the implementing agency to carry out 3 the PROJECT; and
4 WHEREAS, the PROJECT will include approximately fifty ( 50) traffic signalized intersections 5 alongthe main corridorand twenty two (22) offset from the main corridoras identifiedin the 6 APPLICATION; and
7 WHEREAS, the PROJECT will include Intelligent Transportation System ( ITS) elements as 8 identified in the APPLICATION and other associated systems ( hereinafter collectively referred to as 9 ITS ELEMENTS"), that will be constructed and/or installed and implemented as part of the PROJECT 10 as identified in the APPLICATION; and
11 WHEREAS, the AUTHORITY agrees to work with PARTICIPATING AGENCIES to coordinate 12 the inclusion of other ITS ELEMENTS ( hereinafter " OTHER ELEMENTS") that should be installed 13 before or at the same time as the construction of the PROJECT and are not part of this Agreement; 14 and
15 WHEREAS, all costs associated with the inclusion of these OTHER ELEMENTS, if any, are 16 thesoleresponsibilityoftheAGENCYowningeachandanyofthoseOTHERELEMENTS; and 17 WHEREAS, AUTHORITY and each respective Party acknowledges and understands that 18 in-house resources (staff hours) from Party will provide various servicesfor the PROJECT per the 19 APPLICATION; and
20 WHEREAS, AUTHORITY and each respective Party acknowledge and understand that 21 PROJECT costs for various types of additional work required by each respective Party may not have 22 been included in the original application and therefore costs were not included in the PROJECT 23 allocation; and
24 WHEREAS, AUTHORITY and each respective Party agree that these additional costs will be 25 paidby the PROJECTwith writtenapprovalby AUTHORITY, whichmayresultin additionaldollar 26 match; and

Page 2 of 14 ends

Item: 10
46 COOPERATIVE AGREEMENT NO. C- 1- 3597

ALTON PARKWAY RTSSP PROJECT
1 WHEREAS, Parties acknowledgeand understandthat the costs for the additional work may 2 be reversed by AUTHORITY' s Audit; and
3 WHEREAS, based on AUTHORITY' s Board of Directors approved PROJECT ALLOCATION and 4 APPLICATION, the AUTHORITY agrees to implement the PROJECT; and 5 WHEREAS, the AUTHORITY and the PARTICIPATING AGENCIES desire to enter into this 6 Agreement to implement the PROJECT in support of Project P; and 7 WHEREAS, this Agreementdefinesthe specificterms, conditions, and funding responsibilities 8 between the AUTHORITY and the PARTICIPATING AGENCIES for the implementation of the 9 PROJECT; and
10 WHEREAS, the AUTHORITY' s Board of Directors authorized funding for the PROJECT on 11 May 10, 2021; and
12 WHEREAS, the AUTHORITY' s Board of Directors authorized this cooperative agreement on 13 August 9. 2021.
14 WHEREAS, the City of Irvine's City Councilapprovedthis Agreementon the NO day of 15 r.

I 20 t44 .
16 WHEREAS, the City of Lake Forest' s City Council approved this Agreement on the - day 17 of 0C+o1 •a' 20
18 NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY and the 19 PARTICIPATING AGENCIES as follows:
20 ARTICLE 1. COMPLETE AGREEMENT
21 A. This Agreement, includingany attachmentsincorporatedhereinand madeapplicableby 22 reference, constitutes the complete and exclusive statement of the term( s) and conditions( s) of this 23 Agreement between AUTHORITY and PARTICIPATINGAGENCIES and it supersedes all prior 24 representations, understandings, and communications. The invalidity in whole or in part of any term or 25 condition of this Agreement shall not affect the validity of other term( s) or conditions( s) of this Agreement. 26 The above referenced Recitals are true and correct and are incorporated by reference herein.

Page 3 of 14 ends

Item: 10
47 COOPERATIVE AGREEMENT NO. C- 1- 3597

ALTON PARKWAY RTSSP PROJECT
1 B. AUTHORITY' s failure to insist on any instance(s) of PARTICIPATING AGENCIES' 2 performanceof anyterm(s) or condition(s) of thisAgreementshallnot be construedas a waiveror 3 relinquishment of AUTHORITY' s right to such performance or to future performance of such term(s) or 4 condition( s), and PARTICIPATING AGENCIES' obligation in respect thereto shall continue in full force 5 andeffect.Changesto anyportionofthisAgreementshallnotbebindinguponAUTHORITYexceptwhen 6 specificallyconfirmedin writingby an authorizedrepresentativeof AUTHORITYby way of a written 7 amendment to this Agreement and issued in accordance with the provisions of this Agreement. 8 C. PARTICIPATING AGENCIES' failure to insist on any instance(s) of AUTHORITY' s 9 performanceof any term(s) or condition(s) of this Agreementshall not be construedas a waiver or 10 relinquishment of PARTICIPATING AGENCIES' right to such performance or to future performance of 11 such term(s) or condition(s), and AUTHORITY's obligationin respecttheretoshallcontinuein full force 12 and effect. Changesto any portion of this Agreementshall not be binding upon PARTICIPATING 13 AGENCIES except when specifically confirmed in writing by an authorized representative of 14 PARTICIPATINGAGENCIES by way of a written amendmentto this Agreement and issued in 15 accordance with the provisions of this Agreement.
16 ARTICLE 2. SCOPE OF AGREEMENT
17 This Agreement specifies the roles and responsibilities of the Parties as they pertain to the 18 subjectsandprojectsaddressedherein. BothAUTHORITYandPartiesagreethateachwillcooperate 19 and coordinate with the other in all activities covered by this Agreement and any other supplemental 20 agreementsthat maybe requiredto facilitatepurposesthereof. 21 ARTICLE 3. RESPONSIBILITIES OF AUTHORITY
22 AUTHORITY agrees to the following responsibilities for funding of the PROJECT:
23 A. AUTHORITY shall implement the PROJECT based on the intent of the usage in the 24 APPLICATION, preparedbythe APPLICANTAGENCYin accordancewiththe policiesand procedures 25 contained in the Comprehensive Transportation Funding Program (CTFP) Guidelines. 26

Page 4 of 14 ends

Item: 10
48 COOPERATIVE AGREEMENT NO. C- 1-3597

ALTON PARKWAY RTSSP PROJECT
1 B. AUTHORITY shall provide oversight to maintain inter-jurisdictional traffic signal 2 operational integrity between PROJECT and other similar type projects not older than three ( 3) years. 3 C. AUTHORITY shall provide formats, templates, and guidance in reporting requirements as 4 described in the CTFP Guidelines.
5 D. AUTHORITY, or agents of AUTHORITY, under this Agreement and upon closeout of 6 PROJECT, may performatechnicaland/orfield reviewto ensurethattheCTFPGuidelines, policies, and 7 procedures were followed. Such a review may be performed one hundred and eighty( 180) days after the 8 PROJECTthree-yeargrant periodis complete. If thetechnicalandor fieldreviewdeterminesthat anyof 9 the activities performed are ineligible for CTFP funding, PARTICIPATING AGENCIES must reimburse 10 and return the amount of funding used to perform the ineligible activity to AUTHORITY. 11 E. AUTHORITYshallinvoicethe PARTICIPATINGAGENCIESfor twenty percent(20%) of 12 actual costs at the end of the Primary Implementation phase or at a mutually agreed upon time to 13 facilitate any respective Party funding timeframes. The estimated match per the APPLICATION is 14 outlined in Attachment A.
15 F. AUTHORITY shall request updates for the PROJECT as part of the semi-annual review 16 process, including documentation of in-kind match conforming to Attachment A and will include the 17 PROJECTinthe listof activeprojectsin OCFundTrackeruntilcompletionof the three-year grantperiod. 18 Documentsto be providedinclude, butarenotlimitedto, payrollrecords, contracts, andpurchaseorders. 19 ARTICLE 4. RESPONSIBILITIES OF THE AUTHORITY AS PROJECT LEAD AGENCY 20 The AUTHORITY, as the LEAD AGENCY, agrees to the following responsibilities for the 21 implementation of the PROJECT:
22 A. AUTHORITY, or agents of the AUTHORITY, shall manage, procure, implement, and 23 complete all aspects of the PROJECT as identified in the APPLICATION, including filing all 24 documentation necessary to comply with the California Environmental Quality Act( CEQA) regulations for 25 the PROJECT.
26

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49 COOPERATIVE AGREEMENT NO. C- 1- 3597

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1 B. AUTHORITY, or agents of the AUTHORITY, shall coordinate outreach with 2 PARTICIPATING AGENCIES for the PROJECT.
3 C. AUTHORITY, or agents of the AUTHORITY, shall collect all data necessary to provide 4 new optimizedtiming plans including, but not limitedto, manualor video all movementcounts at each 5 PROJECT signalized intersection, and a mutually agreed upon number and location of twenty four ( 24) 6 hour/ seven (7) dayautomatedmachinetrafficcountswithvehicleclassification. 7 D. AUTHORITY, or agents of the AUTHORITY, shall develop and implement new timing 8 plans optimized for signal synchronization.
9 E. AUTHORITY, or agents of the AUTHORITY, shall provide updated timing plans for all 10 control systems and all relevant data used to develop said plans to the PARTICIPATING AGENCIES. 11 F. AUTHORITY, or agents of the AUTHORITY, shall prepare a " Primary Implementation 12 Report" and "Operations and Maintenance Report" for the PROJECT as described in the Measure M2 13 EligibilityGuidelinesandCTFPGuidelinesadoptedbytheAUTHORITY. TheAUTHORITYshallprovide 14 the reports to the PARTICIPATING AGENCIES in draft and final formats for review and comment. 15 AGENCY comments shall be noted in the final study. If specified in the APPLICATION, AUTHORITY, or 16 agentsof theAUTHORITY, shallprovidea "BeforeandAfter Study" video of a representativeportionof 17 PROJECT at up to two ( 2) public meetings.
18 ARTICLE 5. RESPONSIBILITIES OF THE PARTICIPATING AGENCIES 19 PARTICIPATING AGENCIES agree to the following responsibilities for implementation and 20 funding of the PROJECT:
21 A. PARTICIPATINGAGENCIES shall provide a technical representativeto meet and 22 participate as a member of the PROJECT' s Traffic Forum. 23 B. PARTICIPATING AGENCIES shall authorize the AUTHORITY to manage, procure, 24 and implement all aspects of the PROJECT.
25 /
26 /

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1 C. PARTICIPATING AGENCIES shall participate and support the PROJECT 2 implementation within the timeframe outlined in the APPLICATION and consistent with the CTFP 3 Guidelines adopted by the AUTHORITY.
4 D. PARTICIPATING AGENCIES shall provide AUTHORITY, or agents of the 5 AUTHORITY, all current intersectionas-built drawings, all current intersections controller assembly 6 plans as provided by the manufacturer and modified by Party since original installation, local field 7 master, local controller, and Advanced Traffic Management System timing plans and other ITS related 8 data upon request.
9 E. PARTICIPATING AGENCIES shall each provide the AUTHORITY with a combined 10 dollar and in-kind services match, totaling at least twenty percent ( 20%) of actual PROJECT costs. 11 The APPLICATION estimated this amount to be Seven Hundred Fifty Nine Thousand Five Hundred 12 Fifty Seven Dollars and Forty Cents ($ 759,557.40) as shown in Attachment A. PARTICIPATING 13 AGENCIES shall work with AUTHORITY to address and mitigate budget impacts. Failure to provide 14 local dollar match and/or evidence of in-kind services match may result in the ineligibility of future 15 participation in competitive funding opportunities.
16 F. PARTICIPATING AGENCIES shall provide payment for the dollar match to 17 AUTHORITY within thirty ( 30) calendar days of receipt of an invoice. 18 G. PARTICIPATING AGENCIES that have included an in- kind services match, as 19 identified in Attachment A, shall provide documentation of conformance as part of the semi- annual 20 review process or as requested by the AUTHORITY, or agents of the AUTHORITY. 21 H. PARTICIPATINGAGENCIES shall waive all fees associated with any local agency 22 permits that may be required of the consultant, subconsultants, and/or service or equipment providers 23 in the performance of the PROJECT.
24 25
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1 I. PARTICIPATING AGENCIES shall provide updates on PROJECT to AUTHORITY, or 2 agents of the AUTHORITY, as part of semi-annual review processuntil completionof the three-year 3 PROJECTgrant period. Documentsto be provided include, but are not limited to, payroll records, 4 contracts, and purchase orders.
5 J. PARTICIPATING AGENCIES shall, if specified in APPLICATION, continue Operations 6 and Maintenance after the three- year grant period is complete and continue until the end of the 7 PROJECTper additionalmaintenanceof effort in APPLICATION. 8 ARTICLE 6. DELEGATED AUTHORITY
9 The actions required to be taken by PARTICIPATING AGENCIES in the implementation of this 10 Agreementare delegatedto their respectiveCityManager, or designee, andthe actionsrequiredto be 11 takenby AUTHORITYintheimplementationofthisAgreementaredelegatedto AUTHORITY's Chief 12 Executive Officer or designee.
13 ARTICLE 7. AUDIT AND INSPECTION
14 AUTHORITY and PARTICIPATING AGENCIES shall maintain a complete set of records in 15 accordancewith generallyacceptedaccountingprinciples. Upon reasonablenotice, PARTICIPATING 16 AGENCIESshall permitthe authorizedrepresentativesof AUTHORITYto inspectand audit all work, 17 materials, payroll, books, accounts, and other data and records of PARTICIPATINGAGENCIESfor a 18 period of five (5) years after final payment, final closeout, or until any on-going audit is completed, 19 whicheveris later. For purposesof audit, the date of completionof this Agreementshallbe the date of 20 AUTHORITY's paymentof consultant's final billing (so notedonthe paid invoice) underthisAgreement. 21 AUTHORITY shall have the right to reproduce any such books, records, and accounts. The above 22 provisionwith respectto audits shall extend to and/or be includedin contractswith PARTICIPATING 23 AGENCIES' contractor.
24 /
25 I
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1 ARTICLE 8. INDEMNIFICATION
2 A. To the fullest extent permitted by law, PARTICIPATING AGENCIES shall defend 3 at PARTICIPATING AGENCIES' sole cost and expense with legal counsel reasonably acceptable to 4 AUTHORITY), indemnify, protect, and hold harmless AUTHORITY, and its officers, directors, employees, 5 and agents (collectively the "Indemnified Parties"), from and against any and all liabilities, actions, suits, 6 claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, 7 penalties, andexpensesincludinglegalcosts and attorneyfees (collectively "Claims"), includingbut not 8 limited to Claims arising from injuries to or death of persons ( PARTICIPATING AGENCIES' employees 9 included), for damageto property, includingpropertyownedbyAUTHORITY, orfrom anyviolationofany 10 federal, state, or local law or ordinance, alleged to be caused by the negligent acts, omissions or willful 11 misconduct of PARTICIPATING AGENCIES, its officers, directors, employees or agents in connection 12 with or arising out of the performance of this Agreement. 13 B. To the fullest extent permitted by law, AUTHORITY shall defend ( at AUTHORITY' s sole 14 costandexpensewithlegalcounselreasonablyacceptableto PARTICIPATINGAGENCIES), indemnify, 15 protect, and hold harmless PARTICIPATING AGENCIES, including their officers, directors, employees, 16 and agents (collectively the" Indemnified Parties"), from and against any and all liabilities, actions, suits, 17 claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, 18 penalties, and expenses including legal costs and attorney fees (collectively " Claims"), including but not 19 limited to Claims arising from injuries to or death of persons ( AUTHORITY' s employees included), for 20 damage to property, including property owned by PARTICIPATING AGENCIES, or from any violation of 21 any federal, state, or local law or ordinance, alleged to be caused by the negligent acts, omissions or 22 willful misconduct of AUTHORITY, its officers, directors, employees or agents in connection with or arising 23 out of the performance of this Agreement.
24 C. The indemnification and defense obligations of this Agreement shall survive its expiration 25 or termination.
26

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53 COOPERATIVE AGREEMENT NO. C- I- 3597

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1 ARTICLE 9. ADDITIONAL PROVISIONS
2 A. Term of Agreement: This Agreement shall be in full force and effect through 3 December 31, 2026.
4 B. Amendment: This Agreement may be extended or amended in writing at any time by the 5 mutual consent of all Parties and AUTHORITY. No amendment shall have any force or effect unless 6 executed in writing by all Parties and AUTHORITY.
7 C. Termination: In the event any Party defaults in the performance of their respective 8 obligations under this Agreement or breaches any of the provisions of this Agreement, a non-defaulting 9 Party(s) shall havethe optionto terminatethis Agreementupon thirty (30) calendardays prior written 10 notice to the Party in default.
11 D. Termination for Convenience: Either Party may terminate this Agreement for its 12 convenienceby providingthirty (30) calendar days prior written notice of its intent to terminate for 13 convenience to the other Party.
14 E. AUTHORITY and Parties shall comply with all applicable federal, state, and local laws, 15 statues, ordinances, and regulations of any governmental authority having jurisdiction over the 16 PROJECT.
17 F. Legal Authority: AUTHORITY and Parties hereto consent that they are authorized to 18 execute this Agreement on behalf of said Parties and that, by so executing this Agreement, the Parties 19 hereto are formally bound to the provisions of this Agreement. 20 G. Severability: If anyterm, provision, covenantor conditionofthis Agreementis heldto be 21 invalid, void or otherwise unenforceable, to any extent, by any court of competent jurisdiction, the 22 remainder of this Agreement shall not be affected thereby, and each term, provision, covenant or 23 condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law. 24 H. Counterparts of Agreement: This Agreement may be executed and delivered in any 25 number of counterparts, each of which, when executed and delivered shall be deemed an original and all 26 of which together shall constitute the same agreement. Facsimile signatures shall be permitted.

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54 COOPERATIVE AGREEMENT NO. C- 1- 3597

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1 1. Assignment: Neither this Agreement, nor any of the Parties' rights, obligations, duties, or 2 authority hereunder may be assigned in whole or in part by either Party without the prior written consent 3 of the other Party in its sole and absolute discretion. Any such attempt of assignment shall be deemed 4 void and of no force and effect. Consent to one assignmentshall not be deemed consentto any 5 subsequent assignment, nor the waiver of any right to consent to such subsequent assignment. 6 J. Governing Law: The laws of the State of California and applicable local and federal laws, 7 regulations, and guidelines shall govern this Agreement. 8 K. Litigationfees: Shouldlitigationariseout of this Agreementfor the performancethereof, 9 the court shall award costs and expenses, including attorneys fees, to the prevailing Party. 10 L. Notices: Any notices, requests, or demands made between the Parties pursuant to this 11 Agreement are to be directed as follows:
12 13 /
14 I
15 /
16 /
17 /
18 /
19 /
20 /
21 22 /
23 /
24 I
25 /
26 /

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55 COOPERATIVE AGREEMENT NO. C- 1- 3597

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1 To IRVINE: To AUTHORITY:
2 City of Irvine Orange County Transportation Authority 3 1 Civic Center Plaza 550 South Main Street
4 Irvine, CA 92606 P. O. Box 14184
5 Orange, CA 92863- 1584
6 Attention: Mark Ha Attention: Michael Le
7 Supervising Transportation Analyst Senior Contract Administrator 8 Tel: ( 949) 724- 6186 Tel: ( 714) 560- 5314
9 Email: mhana cityofirvine. org Email: mlelAocta. net
10 To LAKE FOREST: CC: Alicia Yang
11 City of Lake Forest Project Manager
12 100 Civic Center Drive Tel: ( 714) 560- 5362
13 Lake Forest, CA 92630 Email: ayang@octa. net
14 Attention: Tran Tran
15 Traffic Engineering Manager— Public Works
16 Tel: ( 949) 461- 3485
17 Email: ttran( a lakeforestca. gov
18 M. ForceMaieure: EitherParty shall be excusedfrom performingits obligationsunder this 19 Agreementduringthe time and to the extent that it is preventedfrom performingby an unforeseeable 20 cause beyond its control, including but not limited to: any incidence of fire, flood; acts of God; 21 commandeeringofmaterial, products, plantsorfacilitiesbythefederal,stateorlocalgovernment;national 22 fuel shortage; or a material act or omission by the other Party, when satisfactory evidence of such cause 23 ispresentedtotheotherParty, andprovidedfurtherthatsuchnonperformanceisunforeseeable, beyond 24 the control and is not due to the fault or negligence of the Party not performing. 25 26

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56 COOPERATIVE AGREEMENT NO. C- 1- 3597

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1 This Agreement shall be made effective upon execution by all Parties. 2 IN WITNESS WHEREOF. the Parties hereto have caused this Agreement No. C- 1-3597 to be 3 executed as of the date of the last signature below.
4 CITY OF IRVINE ORANGE COUNTY TRANSPORTATION AUTHORITY 5 6 By: 1,4" By: DarrellE.Johnson(Nov2,202117:12PDT) Farrah N. Khan Darrell E. Johnson
7 Mayor Chief Executive Officer
8 9 Dated: Dated:
10 11 ATTEST: APPROVED AS TO FORM:
12 J
13 By:
i y
By: - 72"
14 Carl Petersen James M. Donich
City Clerk General Counsel
15 16 Dated: Dated:
17 18 APPROVED AS TO FORM APPROVAL RECOMMENDED
19 20 g( By: Kiamorrazavttactz 02114:1GPD
21 fie etching Kia Mortazavi
City Attorney / Executive Director. Planning
23 Dated: Dated:
24 25
26

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57 Item: 10
58 COOPERATIVE AGREEMENT NO. C- 1- 3597

ALTON PARKWAY RTSSP PROJECT
1 This Agreement shall be made effective upon execution by all Parties. 2 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement No. C- 1-3597 to be 3 executed as of the date of the last signature below.
4 CITY OF LAKE FOREST ;--.
5 6 By: A. SA 1• 7,41111,
Scott Voigts
7 Mayor
8 Dated: ID' S • 2-1
9 10 ATTEST:
11 12 By:
13 Lisa Berglund
City Clerk
14 Dated: /Q 5. 2-4
15 16

APPROVED AS TO FORM
17 18 By: Mtts' J)
MatthewRichardson
19 City Attorney
20 Dated: / 9 I IS-/21
21 22
23 24
25 26

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59 COOPERATIVE AGREEMENT NO. C- 1- 3597

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1 This Agreement shall be made effective upon execution by all Parties. 2 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement No. C- 1-3597 to be 3 executed as of the date of the last signature below.
4 CITY OF IRVINE ORANGE COUNTY TRANSPORTATION AUTHORITY 5 6 By: By:

Farrah N. Khan Darrell E. Johnson
7 Mayor Chief Executive Officer
8 9 Dated: Dated:
10 11 ATTEST: APPROVED AS TO FORM:
12 41113gyp By:

James Dnr . 2' 21: 24 PDT)
Carl Petersen James M. Donich
14 City Clerk General Counsel
15 16 Dated: Dated:
17 18 APPROVED AS TO FORM APPROVAL RECOMMENDED
19 20 By: By:
21 Jeff Melching Kia Mortazavi
City Attorney Executive Director, Planning
3* Dated: Dated:
iz 24
25 26

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60 COOPERATIVE AGREEMENT NO. C- 1- 3597
ALTON PARKWAY— RTSSP

ATTACHMENT A

ESTIMATED LOCAL MATCH COMMITMENT
SECTION 1: AGENCY TOTAL MATCH SUMMARY
CASH MATCH IN- KIND MATCH* TOTAL MATCH
AGENCY

PI O& M PI O& M PI O& M
City of $
516, 416. 80 $ 48, 640. 00 S 46, 100. 00 0. 00 562, 516. 80 $ 48, 640. 00 Irvine 565, 056. 80 46, 100. 00 611, 156. 80
City of $ 124, 045. 60 $ 2, 780. 00 $ 18275. 00 3, 300. 00 $ 142, 320. 60 $ 6, 080. 00 Lake
Forest 126, 825. 60 21, 575. 00 148, 400. 60
TOTAL $
640, 462. 40 $ 51, 420. 00 $ 64, 375. 00 $ 3, 300. 00 $ 704, 837. 40 $ 54, 720. 00 MATCH
691, 882. 40 67, 675. 00 759, 557. 40
In-kind match may be converted to cash match if agency does not satisfy in-kind match commitment by the end of the respective phase. However, Cash Match is NOT allowed to be converted to in-kind match.

PI= PRIMARY IMPLEMENTATION O& M= ONGOING MONITORING& MAINTENANCE SECTION 2: MATCH BREAKDOWN ( CASH VS IN- KIND SERVICES) A. Cash Match

AGENCY FUNDING SOURCE AMOUNT OF CASH CONTRIBUTION
City of Irvine CIP 565, 056. 80
City of Lake Forest TBD 126, 825. 60
TOTAL CASH MATCH 691, 882. 40
B. In- Kind Services
i. Specific Improvements( List items and Cost):

AGENCY IMPROVEMENT DATE OF CONSTRUCTION EXPENDITURE
N/ A
TOTAL FOR SPECIFIC IMPROVEMENTS( i): 0. 00
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61 COOPERATIVE AGREEMENT NO. C- 1- 3597
ALTON PARKWAY— RTSSP

ATTACHMENT A
ii. Staffing Commitment:

FULLY
TYPE OF SERVICE TO NO. BURDENED
AGENCY STAFF POSITION TOTAL**

PROJECT HOURS HOURLY
RATE
Construction Construction Engineering 210 90 18, 900, 00 Inspector
City of Irvine Associate Engineer Construction Engineering 290 80 23, 200. 00 Associate Engineer Project Management 50 80 4, 000. 00
Total for City of Irvine: $ 46, 100. 00
Project Administration,
Traffic Engineering Signal Timing& Design
38 145 5, 510. 00
Consultant Review, Implementation &
Lake Forest Operation, Meetings
PW Inspector I
Project Inspection, TimingSignal Tech 119 135 16, 065. 00 Implementation, Meetings
Consultant)
Total for City of Lake Forest: $ 21, 575. 00
TOTAL FOR STAFFING COMMITMENT( ii): $ 67, 675. 00
TOTAL IN- KIND MATCH ( i + ii): $ 67, 675. 00
Totalamountis therequiredparticipationby theidentifiedagency. Thenumberof hoursandhourlyrate willbebased on eachagency'sactualfullyburdenedbillingrates, whichmustcollectivelyequalthesamevalueoftheassigned'Total"dollars.

Eachagencywillberesponsibleforkeepingdetailedrecordsofhoursworkedanddescriptionofwork. Anaccountingrecord ofpersonnel, hoursatfullyburdenedrateis expectedtobeincludedwiththefinalsubmittal. Recordswillhesubjectto auditing.

PageA- 2
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62 Attachment 2
Item: 10
63 1 COOPERATIVE AGREEMENT NO. C- 1- 3599
2 BETWEEN
3 ORANGE COUNTY TRANSPORTATION AUTHORITY
4 AND
5 CITIES OF LAKE FOREST, MISSION VIEJO, AND RANCHO SANTA MARGARITA 6 FOR
7 PORTOLA PARKWAY/ SANTA MARGARITA PARKWAY REGIONAL TRAFFIC SIGNAL 8 SYNCHRONIZATION PROGRAM PROJECT
9 THIS COOPERATIVE AGREEMENT ( Agreement), is effective this 16th day of 10 NOVEMBER _, 2021 (" Effective Date"), by and between the Orange County Transportation 11 Authority, 550 South Main Street, P.O. Box 14184, Orange California 92863- 1584, a public corporation 12 of the State of California ( herein referred to as " AUTHORITY") and the cities of Lake Forest, Mission 13 Viejo, and Rancho Santa Margarita ( hereinafter referred to as " PARTICIPATING AGENCIES") each 14 individually known as " Party" and collectively known as" Parties". 15 RECITALS:
16 WHEREAS, the AUTHORITY in cooperation with the PARTICIPATING AGENCIES is working 17 together in coordinating traffic signals across multiple jurisdictional boundaries as a part of the Renewed 18 Measure M ( M2) Regional Traffic Signal Synchronization Program ( RTSSP or Project P) to enhance 19 countywide traffic flow and reduce congestion; and
20 WHEREAS, the AUTHORITY has completed the competitive 2021 Call for Projects 21 hereinafter, 2021 CALL") in support of Project P and awarded Project P funds based on the application 22 hereinafter, " APPLICATION") prepared by the City of Lake Forest ( hereinafter referred to as the 23 APPLICANT AGENCY") for the implementation of signal synchronization of traffic signals along Portola 24 Parkway / Santa Margarita Parkway between the intersections of Paloma located in the City of Lake 25 Forest and Plano Trabuco located in the City of Rancho Santa Margarita ( hereinafter, " PROJECT'); and 26

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1 WHEREAS, the PARTICIPATING AGENCIES agree to abide by the Comprehensive 2 Transportation Funding Program Guidelines and M2 Ordinance, including all revisions; and 3 WHEREAS, the PARTICIPATING AGENCIES in their approved APPLICATION have elected to 4 designate the AUTHORITY and the AUTHORITY agrees to act as the implementing agency to carry out 5 the PROJECT; and
6 WHEREAS, the PROJECT will include approximately thirty one ( 31) traffic signalized 7 intersections along the main corridor and thirty eight ( 38) offset from the main corridor as identified in 8 the APPLICATION; and
9 WHEREAS, the PROJECT will include Intelligent Transportation System ( ITS) elements as 10 identified in the APPLICATION and other associated systems ( hereinafter collectively referred to as 11 ITS ELEMENTS"). that will be constructed and/ or installed and implemented as part of the PROJECT 12 as identified in the APPLICATION; and
13 WHEREAS, the AUTHORITY agrees to work with PARTICIPATING AGENCIES to coordinate 14 the inclusion of other ITS ELEMENTS ( hereinafter OTHER ELEMENTS) that should be installed 15 before or at the same time as the construction of the PROJECT and are not part of this Agreement; 16 and
17 WHEREAS, all costs associated with the inclusion of these OTHER ELEMENTS, if any, are 18 the sole responsibility of the AGENCY owning each and any of those OTHER ELEMENTS; and 19 WHEREAS, AUTHORITY and each respective Party acknowledges and understands that 20 in- house resources ( staff hours) from Party will provide various services for the PROJECT per the 21 APPLICATION, and
22 WHEREAS, AUTHORITY and each respective Party acknowledge and understand that 23 PROJECT costs for various types of additional work required by each respective Party may not have 24 been included in the original application and therefore costs were not included in the PROJECT 25 allocation; and
26

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1 WHEREAS, AUTHORITY and each respective Party agree that these additional costs will be 2 paid by the PROJECT with written approval by AUTHORITY, which may result in additional dollar 3 match; and
4 WHEREAS, Parties acknowledgeand understandthat the costs for the additionalwork may 5 be reversed by AUTHORITY' s Audit; and
6 WHEREAS, based on AUTHORITY' s Board of Directors approved PROJECT ALLOCATION and 7 APPLICATION, the AUTHORITY agrees to implement the PROJECT; and 8 WHEREAS, the AUTHORITY and the PARTICIPATING AGENCIES desire to enter into this 9 Agreement to implement the PROJECT in support of Project P; and 10 WHEREAS, this Agreement defines the specific terms, conditions, and funding responsibilities 11 between the AUTHORITY and the PARTICIPATING AGENCIES for the implementation of the 12 PROJECT; and
13 WHEREAS, the AUTHORITY' s Board of Directors authorized funding for the PROJECT on 14 May 10, 2021; and
15 WHEREAS, the AUTHORITY' s Board of Directors authorized this cooperative agreement on 16 August 9. 2021.
17 WHEREAS, the Cityof LakeForest's CityCouncilapprovedthisAgreementonthe 5th dayof 18 OCTOBER 20 21 .
19 WHEREAS, theCityofMissionViejo's CityCouncilapprovedthisAgreementonthe 9th day 20 of NOVEMBER 20 21 .
21 WHEREAS, the City of Rancho Santa Margarita' s City Council approved this Agreement on the 22 13th day of OCTOBER 20 21 .
23 NOW, THEREFORE, it is mutually understood and agreed by AUTHORITY and the 24 PARTICIPATING AGENCIES as follows:
25 26

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1 ARTICLE 1. COMPLETE AGREEMENT
2 A. ThisAgreement, includinganyattachmentsincorporatedhereinand made applicableby 3 reference, constitutes the complete and exclusive statement of the term( s) and conditions( s) of this 4 Agreement between AUTHORITY and PARTICIPATINGAGENCIES and it supersedes all prior 5 representations, understandings, and communications. The invalidityin wholeor in part of anytermor 6 condition of this Agreement shall not affect the validity of other term(s) or conditions(s) of this Agreement. 7 The above referenced Recitals are true and correct and are incorporated by reference herein. 8 B. AUTHORITY' s failure to insist on any instance(s) of PARTICIPATING AGENCIES' 9 performance of any term( s) or condition( s) of this Agreement shall not be construed as a waiver or 10 relinquishment of AUTHORITY' s right to such performance or to future performance of such term(s) or 11 condition( s), and PARTICIPATING AGENCIES' obligation in respect thereto shall continue in full force 12 and effect. Changes to any portion of this Agreement shall not be binding upon AUTHORITY except when 13 specifically confirmed in writing by an authorized representative of AUTHORITY by way of a written 14 amendment to this Agreement and issued in accordance with the provisions of this Agreement. 15 C. PARTICIPATING AGENCIES' failure to insist on any instance( s) of AUTHORITY' s 16 performance of any term( s) or condition( s) of this Agreement shall not be construed as a waiver or 17 relinquishment of PARTICIPATING AGENCIES' right to such performance or to future performance of 18 such term( s) or condition( s), and AUTHORITY' s obligation in respect thereto shall continue in full force 19 and effect. Changes to any portion of this Agreement shall not be binding upon PARTICIPATING 20 AGENCIES except when specifically confirmed in writing by an authorized representative of 21 PARTICIPATING AGENCIES by way of a written amendment to this Agreement and issued in 22 accordance with the provisions of this Agreement.
23 24
25 26

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1 ARTICLE 2. SCOPE OF AGREEMENT
2 This Agreement specifies the roles and responsibilities of the Parties as they pertain to the 3 subjects and projects addressed herein. Both AUTHORITY and Parties agree that each will cooperate 4 and coordinate with the other in all activities covered by this Agreement and any other supplemental 5 agreements that may be required to facilitate purposes thereof. 6 ARTICLE 3. RESPONSIBILITIES OF AUTHORITY
7 AUTHORITY agrees to the following responsibilities for funding of the PROJECT:
8 A. AUTHORITY shall implement the PROJECT based on the intent of the usage in the 9 APPLICATION, prepared by the APPLICANT AGENCY in accordance with the policies and procedures 10 contained in the Comprehensive Transportation Funding Program ( CTFP) Guidelines. 11 B. AUTHORITY shall provide oversight to maintain inter-jurisdictional traffic signal 12 operational integrity between PROJECT and other similar type projects not older than three ( 3) years. 13 C. AUTHORITY shall provide formats, templates, and guidance in reporting requirements as 14 described in the CTFP Guidelines.
15 D. AUTHORITY, or agents of AUTHORITY, under this Agreement and upon closeout of 16 PROJECT, may perform a technical and/ or field review to ensure that the CTFP Guidelines, policies, and 17 procedures were followed. Such a review may be performed one hundred and eighty( 180) days after the 18 PROJECT three-year grant period is complete. If the technical and or field review determines that any of 19 the activities performed are ineligible for CTFP funding, PARTICIPATING AGENCIES must reimburse 20 and return the amount of funding used to perform the ineligible activity to AUTHORITY. 21 E. AUTHORITY shall invoice the PARTICIPATING AGENCIES for twenty percent( 20%) of 22 actual costs at the end of the Primary Implementation phase or at a mutually agreed upon time to 23 facilitate any respective Party funding timeframes. The estimated match per the APPLICATION is 24 outlined in Attachment A.
25 F. AUTHORITY shall request updates for the PROJECT as part of the semi- annual review 26 process, including documentation of in-kind match conforming to Attachment A and will include the

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1 PROJECT in the list of active projects in OCFundTracker until completion of the three-year grant period. 2 Documents to be provided include, but are not limited to, payroll records, contracts, and purchase orders. 3 ARTICLE 4. RESPONSIBILITIES OF THE AUTHORITY AS PROJECT LEAD AGENCY 4 The AUTHORITY, as the LEAD AGENCY, agrees to the following responsibilities for the 5 implementation of the PROJECT:
6 A. AUTHORITY, or agents of the AUTHORITY, shall manage, procure, implement, and 7 complete all aspects of the PROJECT as identified in the APPLICATION, including filing all 8 documentation necessary to comply with the California Environmental Quality Act( CEQA) regulations for 9 the PROJECT.
10 B. AUTHORITY, or agents of the AUTHORITY, shall coordinate outreach with 11 PARTICIPATING AGENCIES for the PROJECT.
12 C. AUTHORITY, or agents of the AUTHORITY, shall collect all data necessary to provide 13 new optimized timing plans including, but not limited to, manual or video all movement counts at each 14 PROJECT signalized intersection, and a mutually agreed upon number and location of twenty-four (24) 15 hour/ seven (7) day automated machine traffic counts with vehicle classification. 16 D. AUTHORITY, or agents of the AUTHORITY, shall develop and implement new timing 17 plans optimized for signal synchronization.
18 E. AUTHORITY, or agents of the AUTHORITY, shall provide updated timing plans for all 19 control systems and all relevant data used to develop said plans to the PARTICIPATING AGENCIES. 20 F. AUTHORITY, or agents of the AUTHORITY, shall prepare a " Primary Implementation 21 Report" and " Operations and Maintenance Report" for the PROJECT as described in the Measure M2 22 Eligibility Guidelines and CTFP Guidelines adopted by the AUTHORITY. The AUTHORITY shall provide 23 the reports to the PARTICIPATING AGENCIES in draft and final formats for review and comment. 24 AGENCY comments shall be noted in the final study. If specified in the APPLICATION. AUTHORITY, or 25 agents of the AUTHORITY, shall provide a "Before and After Study" video of a representative portion of 26 PROJECT at up to two (2) public meetings.

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1 ARTICLE 5. RESPONSIBILITIES OF THE PARTICIPATING AGENCIES 2 PARTICIPATING AGENCIES agree to the following responsibilities for implementation and 3 funding of the PROJECT:
4 A. PARTICIPATING AGENCIES shall provide a technical representative to meet and 5 participate as a member of the PROJECTs Traffic Forum. 6 7 B. PARTICIPATING AGENCIES shall authorize the AUTHORITY to manage, procure, 8 and implement all aspects of the PROJECT.
9 C. PARTICIPATING AGENCIES shall participate and support the PROJECT 10 implementation within the timeframe outlined in the APPLICATION and consistent with the CTFP 11 Guidelines adopted by the AUTHORITY.
12 D. PARTICIPATING AGENCIES shall provide AUTHORITY, or agents of the 13 AUTHORITY, all current intersection as-built drawings, all current intersections controller assembly 14 plans as provided by the manufacturer and modified by Party since original installation, local field 15 master, local controller, and Advanced Traffic Management System timing plans and other ITS related 16 data upon request.
17 E. PARTICIPATING AGENCIES shall each provide the AUTHORITY with a combined 18 dollar and in- kind services match, totaling at least twenty percent ( 20%) of actual PROJECT costs. 19 The APPLICATION estimated this amount to be Five Hundred Seventy Five Thousand Five Hundred 20 Forty Nine Dollars and Sixty One Cents ($ 575, 549. 61) as shown in Attachment A. PARTICIPATING 21 AGENCIES shall work with AUTHORITY to address and mitigate budget impacts. Failure to provide 22 local dollar match and/or evidence of in-kind services match may result in the ineligibility of future 23 participation in competitive funding opportunities.
24 F. PARTICIPATING AGENCIES shall provide payment for the dollar match to 25 AUTHORITY within thirty ( 30) calendar days of receipt of an invoice. 26

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1 G. PARTICIPATING AGENCIES that have included an in- kind services match, as 2 identified in Attachment A, shall provide documentation of conformance as part of the semi- annual 3 review process or as requested by the AUTHORITY, or agents of the AUTHORITY. 4 H. PARTICIPATING AGENCIES shall waive all fees associated with any local agency 5 permits that may be required of the consultant, subconsultants, and/or service or equipment providers 6 in the performance of the PROJECT.
7 I. PARTICIPATING AGENCIES shall provide updates on PROJECT to AUTHORITY, or 8 agents of the AUTHORITY, as part of semi- annual review process until completion of the three- year 9 PROJECT grant period. Documents to be provided include, but are not limited to, payroll records, 10 contracts, and purchase orders.
11 J. PARTICIPATING AGENCIES shall, if specified in APPLICATION, continue Operations 12 and Maintenance after the three- year grant period is complete and continue until the end of the 13 PROJECT per additional maintenance of effort in APPLICATION. 14 ARTICLE 6. DELEGATED AUTHORITY
15 The actions required to be taken by PARTICIPATING AGENCIES in the implementation of this 16 Agreement are delegated to their respective City Manager, or designee, and the actions required to be 17 taken by AUTHORITY in the implementation of this Agreement are delegated to AUTHORITY' s Chief 18 Executive Officer or designee.
19 ARTICLE 7. AUDIT AND INSPECTION
20 AUTHORITY and PARTICIPATING AGENCIES shall maintain a complete set of records in 21 accordance with generally accepted accounting principles. Upon reasonable notice, PARTICIPATING 22 AGENCIES shall permit the authorized representatives of AUTHORITY to inspect and audit all work, 23 materials, payroll, books, accounts, and other data and records of PARTICIPATING AGENCIES for a 24 period of five ( 5) years after final payment, final closeout, or until any on- going audit is completed, 25 whichever is later. For purposes of audit, the date of completion of this Agreement shall be the date of 26 AUTHORITY' s payment of consultant's final billing (so noted on the paid invoice) under this Agreement.

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1 AUTHORITY shall have the right to reproduce any such books, records, and accounts. The above 2 provision with respect to audits shall extend to and/ or be included in contracts with PARTICIPATING 3 AGENCIES' contractor.
4 ARTICLE 8. INDEMNIFICATION
5 A. To the fullest extent permitted by law, PARTICIPATING AGENCIES shall defend 6 at PARTICIPATING AGENCIES' sole cost and expense with legal counsel reasonably acceptable to 7 AUTHORITY), indemnify, protect, and hold harmless AUTHORITY, and its officers, directors, employees, 8 and agents (collectively the "Indemnified Parties"), from and against any and all liabilities, actions, suits, 9 claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, 10 penalties, and expenses including legal costs and attorney fees (collectively " Claims"), including but not 11 limited to Claims arising from injuries to or death of persons ( PARTICIPATING AGENCIES' employees 12 included), for damageto property, includingpropertyownedbyAUTHORITY, orfrom anyviolationofany 13 federal, state, or local law or ordinance, alleged to be caused by the negligent acts, omissions or willful 14 misconduct of PARTICIPATING AGENCIES, its officers, directors, employees or agents in connection 15 with or arising out of the performance of this Agreement. 16 B. To the fullest extent permitted by law, AUTHORITY shall defend ( at AUTHORITY' s sole 17 costandexpensewith legalcounselreasonablyacceptableto PARTICIPATINGAGENCIES), indemnify, 18 protect, and hold harmless PARTICIPATING AGENCIES, including their officers, directors, employees, 19 and agents (collectively the "Indemnified Parties"), from and against any and all liabilities, actions, suits, 20 claims, demands, losses, costs, judgments, arbitration awards, settlements, damages, demands, orders, 21 penalties, and expenses including legal costs and attorney fees (collectively ` Claims"), including but not 22 limited to Claims arising from injuries to or death of persons ( AUTHORITY' s employees included), for 23 damage to property, including property owned by PARTICIPATING AGENCIES, or from any violation of 24 any federal, state, or local law or ordinance, alleged to be caused by the negligent acts, omissions or 25 willful misconduct of AUTHORITY, its officers, directors, employees or agents in connection with or arising 26 out of the performance of this Agreement.

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72 COOPERATIVE AGREEMENT NO. C- 1- 3599

PORTOLA PARKWAY I SANTA MARGARITA PARKWAY RTSSP PROJECT 1 C. The indemnification and defense obligations of this Agreement shall survive its expiration 2 or termination.
3 ARTICLE 9. ADDITIONAL PROVISIONS
4 A. Term of Agreement: This Agreement shall be in full force and effect through 5 December 31, 2026.
6 B. Amendment: This Agreement may be extended or amended in writing at any time by the 7 mutual consent of all Parties and AUTHORITY. No amendment shall have any force or effect unless 8 executed in writing by all Parties and AUTHORITY.
9 C. Termination: In the event any Party defaults in the performance of their respective 10 obligations under this Agreement or breaches any of the provisions of this Agreement, a non-defaulting 11 Party( s) shall have the option to terminate this Agreement upon thirty ( 30) calendar days prior written 12 notice to the Party in default.
13 D. Termination for Convenience: Either Party may terminate this Agreement for its 14 convenience by providing thirty ( 30) calendar days prior written notice of its intent to terminate for 15 convenience to the other Party.
16 E. AUTHORITY and Parties shall comply with all applicable federal, state, and local laws, 17 statues, ordinances, and regulations of any governmental authority having jurisdiction over the 18 PROJECT.
19 F. Legal Authority: AUTHORITY and Parties hereto consent that they are authorized to 20 execute this Agreement on behalf of said Parties and that, by so executing this Agreement, the Parties 21 hereto are formally bound to the provisions of this Agreement. 22 G. Severability: If any term, provision, covenant or condition of this Agreement is held to be 23 invalid, void or otherwise unenforceable, to any extent, by any court of competent jurisdiction, the 24 remainder of this Agreement shall not be affected thereby, and each term, provision, covenant or 25 condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law. 26

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73 COOPERATIVE AGREEMENT NO. C- 1- 3599

PORTOLA PARKWAY I SANTA MARGARITA PARKWAY RTSSP PROJECT 1 H. Counterparts of Agreement: This Agreement may be executed and delivered in any 2 number of counterparts, each of which, when executed and delivered shall be deemed an original and all 3 of which together shall constitute the same agreement. Facsimile signatures shall be permitted. 4 I. Assignment: Neither this Agreement, nor any of the Parties' rights, obligations, duties, or 5 authority hereunder may be assigned in whole or in part by either Party without the prior written consent 6 of the other Party in its sole and absolute discretion. Any such attempt of assignment shall be deemed 7 void and of no force and effect. Consent to one assignment shall not be deemed consent to any 8 subsequent assignment, nor the waiver of any right to consent to such subsequent assignment. 9 J. Governing Law: The laws of the State of California and applicable local and federal laws, 10 regulations, and guidelines shall govern this Agreement. 11 K. Litigation fees: Should litigation arise out of this Agreement for the performance thereof, 12 the court shall award costs and expenses, including attorney's fees, to the prevailing Party. 13 L. Notices: Any notices, requests, or demands made between the Parties pursuant to this 14 Agreement are to be directed as follows:
15 16
17 I
18 19
20 21
22 23
24 /
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74 COOPERATIVE AGREEMENT NO. C- 1- 3599
PORTOLA PARKWAY 1 SANTA MARGARITA PARKWAY RTSSP PROJECT 1 To LAKE FOREST: To AUTHORITY:
2 City of Lake Forest Orange County Transportation Authority 3 550 South Main Street
100 Civic Center Drive.
4 P. O. Box 14184
Lake Forest, CA 92630
5 Orange, CA 92863- 1584
6 Attention: Tran Tran Attention: Michael Le
7 Traffic Engineering Manager— Public Works Senior Contract Administrator 8 Tel: ( 949) 461- 3485 Tel: ( 714) 560- 5314
9 Email: ttranlakeforestca. qov Email: mle1octa. net
10 CC: Alicia Yang
11 Project Manager
12 Tel: ( 714) 560- 5362
13 Email: ayanqaocta. net
14 To MISSION VIEJO: To RANCHO SANTA MARGARITA:
15 City of Mission Viejo City of Rancho Santa Margarita 16 200 Civic Center 22112 El Paseo
17 Mission Viejo, CA 92691 Rancho Santa Margarita, CA 92688 18 Attention: Rich Schlesinger Attention: Brendan Dugan 19 City Engineer Public Works Director/ City Engineer
20 Tel: ( 949) 470- 3079 Tel: ( 949) 635- 1813
21 Email: rschlesinger( a cityofmissionviejo. orq Email: bdugan( a)cityofrsm. orq 22 M. Force Majeure: Either Party shall be excused from performing its obligations under this 23 Agreement during the time and to the extent that it is prevented from performing by an unforeseeable 24 cause beyond its control, including but not limited to: any incidence of fire, flood; acts of God; 25 commandeering of material, products, plants or facilities by the federal, state or local government; national 26 fuel shortage; or a material act or omission by the other Party, when satisfactory evidence of such cause

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1 is presented to the other Party, and provided further that such nonperformance is unforeseeable, beyond 2 the control and is not due to the fault or negligence of the Party not performing. 3 I
4 5 I
6 7
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22 23 I
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1 This Agreement shall be made effective upon execution by all Parties. 2 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement No. C- 1-3599 to be 3 executed as of the date of the last signature below.
4 CITY OF LAKE FORESSTT_ ORANGE COUNTY TRANSPORTATION AUTHORITY 5 f' QGG5. 70LIlrom
6 By: By: DarrellEJohnsonjNcv16,202114:49PST:

Scott
Voigtsle)
Darrell E. Johnson
7 Mayor Chief Executive Officer
8 9 Dated: / Q- G' 21 Dated:
10 11 ATTEST: APPROVED AS TO FORM:
12 13 By: (. 4-'''
k-'
1r) By: :
amen D r 7,2021:5zePDT)
14 Lisa 3ergiund James M. Donich
City Cerk General Counsel
15 Dated: ( a 6 Dated:
16 17

APPROVED AS TO FORM APPROVAL RECOMMENDED
18 19
By: - i4 e. ( 27t4.3 By:KiaMo i(Nov2110:52PST)
20 Matthew Richardson Kia Mortazavi
21 City Attorney Executive Director, Planning
Dated: ' G ( u Dated:
23:
4 25
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77 COOPERATIVE AGREEMENT NO. C- 1-3599
PORTOLA PARKWAY 1SANTA MARGARITA PARKWAY RTSSP PROJECT
1 This Agreement shall be made effective upon executionby all Parties. 2 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement No. C- 1-3599 to be 3 executed as of the date of the last signature below.
4 CITY OF MISSION VIEJO
5 ,
6 - By: gsk.,...„?..

Patricia Kelley
7 Mayor
8 Dated: //-// - ZO Z I
9 10 ATTEST:
11 12 By:
13 Kimberly Sch tt
City Clerk
14 Dated: //-) ? - Z O t I
15 16 APPROVED AS TO FORM
17 Y1:
7(/(
f h
19 William P. Curley Ill 1
City Attorney V
20 Dated: /// i 2/
21 22
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78 COOPERATIVE AGREEMENT NO. C- 1- 3599

PORTOLA PARKWAY I SANTA MARGARITA PARKWAY RTSSP PROJECT 1 This Agreement shall be made effective upon execution by all Parties. 2 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement No. C- 1-3599 to be 3 executed as of the date f- the last signature below.
4 CITY NCH SANTA M RG RITA
5 6 By:

L. Anthony Beall
7 Mayor
8 Dated: October 13 2021
9 10 ATTEST:
11 j
12 By: / t/!
4/ /
fa/
bAmy Diaz13
City Clerk
14 Dated: October 13, 2021
15 16
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79 COOPERATIVE AGREEMENT NO. C- 1- 3599
PORTOLA PARKWAY/ SANTA MARGARITA PARKWAY— RTSSP

ATTACHMENT A

ESTIMATED LOCAL MATCH COMMITMENT
SECTION 1: AGENCY TOTAL MATCH SUMMARY
AGENCY
CASH MATCH IN- KIND MATCH* TOTAL MATCH
P1 O& M PI O& M PI 0& M
City of Lake $
181, 150. 00 $ 15. 00 $ 26, 395. 00 $ 14, 385. 00 $ 207, 545. 00 $ 14, 400. 00 Forest 181, 165. 00 40, 780. 00 221, 945. 00
City of Mission $
73, 619. 61 0. 00 $ 15, 480. 00 $ 5, 400. 00 $ 89, 099. 61 $ 5, 400. 00 Viejo 73, 619. 61 20, 880. 00 94, 499. 61
City of Rancho $ 213, 450. 50 $ 20, 000. 00 $ 24, 654. 50 $ 1, 000. 00 $ 238. 105. 00 $ 21, 000. 00 Santa Margarita 233, 450. 50 25, 654. 50 259, 105. 00
I I
468, 220. 11 $ 20, 015. 00 $ 66, 529. 00 $ 20, 785. 00 $ 534,749,61 i $40,800.00TOTAL MATCH
488, 235. 11 87, 314. 50 575, 549. 61
ln- kind match may be converted to cash match if agency does not satisfy in- kind match commitment by the end of the respective phase. However, Cash Match is NOT allowed to be converted to in-kind match.

PI= PRIMARY IMPLEMENTATION O& M= ONGOING MONITORING& MAINTENANCE SECTION 2: MATCH BREAKDOWN ( CASH VS IN- KIND SERVICES) A. Cash Match

AGENCY FUNDING SOURCE AMOUNT OF CASH CONTRIBUTION
City of Lake Forest SCAQMD AB 2766 181, 165. 00
City of Mission Viejo City Funds 73, 619. 61
City of Rancho Santa Margarita City Funds 233, 450. 50
TOTAL CASH MATCH 488, 235. 11
B. In- Kind Services
i. Specific Improvements( List items and Cost):

AGENCY IMPROVEMENT DATE OF CONSTRUCTION EXPENDITURE
N/ A
TOTAL FOR SPECIFIC IMPROVEMENTS ( i): 0. 00
Page A- 1
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80 COOPERATIVE AGREEMENT NO. C- 1-3599
PORTOLA PARKWAY f SANTA MARGARITA PARKWAY— RTSSP

ATTACHMENT A
ii. Staffing Commitment:

FULLY
AGENCY STAFF POSITION TYPE OF SERVICE TO NO. BURDENED
TOTAL"PROJECT HOURS HOURLY
RATE
Traffic Engineer
Project Admin, Signal
Timing& Design Review 92. 05 100. 00 9, 205. 00
Project Admin, Signal
Transportation Timing& Design Review,
80 65. 00 5, 200. 00Analyst
Implementation&Operation
PW Inspector Project Inspection 50 85. 00 4, 250. 00
City of Signal Timing, Design
Mission Viejo Traffic Systems
Review, Implementation& 5 115. 00 575. 00Specialist( HCI) Operations
Information Review of Fiber Design,
Technology meeting participation,& 10 100. 00 1, 000. 00 Manager System Integration
Information Review of Fiber Design,
Technology meeting participation,& 10 65. 00 650. 00
Specialist System Integration
Total for City of Mission Viejo: $ 20, 880. 00
Project Administration,
Traffic Engineer Signal Timing& Design 55 145. 00 7, 975. 00 City of Lake Consultant) Review, Implementation&
Forest Operation, Meetings
PW Inspector/ Project Inspection, Timing 243 135. 00 $ 32, 805. 00Signal Technician Implementation, Meetings Total for City of Lake Forest: $ 40, 780. 00
Project Administration,
Traffic Engineer meeting participation, 50 150. 00 7, 500. 00TMC Integration and TMC plan checking
Traffic Systems Signal Timing, Design
Spec. Consultant Review, Implementation& 60 175. 00 $ 10, 500. 00 City of HCI) Operations
Rancho Review of Fiber Design,
Santa IT Manager
meetings, & Integration 20 117. 00 $ 2, 340. 00
Margarita PW Inspector Protect Inspection 25 74. 70 1, 867. 50 Traffic Signal Tech. Traffic signal field
Consultant operations and const. 10 140. 00 $ 1,400. 00 Siemens) support
Director of Public Project Oversight and
25 81. 88 2, 047. 00Works/ City Engineer meeting participation Total for City of Rancho Santa Margarita: $ 25, 654. 50 TOTAL FOR STAFFING COMMITMENT( ii): $ 87, 314. 50
TOTAL IN- KIND MATCH( i+ ii): $ 87, 314. 50
Total amount is the required participation by the identified agency. The number of hours and hourly rate will be based on each agency's actual fully burdened billing rates, which must collectively equal the same value of the assigned" Total" dollars.

Each agency will be responsible for keeping detailed records of hours worked and description of work. An accounting record of personnel, hours at fully burdened rate is expected to be included with the final submittal. Records will be subject to auditing.

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AMENDMENT NO. 1 TO
COOPERATIVE AGREEMENT NO. C-1-3597

BETWEEN

ORANGE COUNTY TRANSPORTATION AUTHORITY
AND

CITIES OF IRVINE AND LAKE FOREST
THIS AMENDMENT NO. 1 is effective as of this ________ day of _________, 2026 (“Effective Date”), by and between the Orange County Transportation Authority, 550 South Main Street, P.O. Box 14184, Orange, CA 92863-1584, a public corporation of the State of California (hereinafter referred to as "AUTHORITY"), and the cities of Irvine and Lake Forest (hereinafter referred to as “PARTICIPATING AGENCIES”), each individually known as “Party” and collectively known as “Parties”.

RECITALS:

WHEREAS, the AUTHORITY in cooperation with the PARTICIPATING AGENCIES is working together in coordinating traffic signals across multiple jurisdictional boundaries as part of the Renewed Measure M (M2) Regional Traffic Signal Synchronization Program (RTSSP or Project P) to enhance countywide traffic flow and reduce congestion; and
WHEREAS, AUTHORITY and PARTICIPATING AGENCIES agree to extend the term of the Agreement for an additional two (2) years, through December 31, 2028, with no change to the maximum obligation.

NOW, THEREFORE , it is mutually understood and agreed by AUTHORITY and PARTICIPATING PARTIES that Agreement No. C -1-3597 is hereby amended in the following particulars only:

1. Amend ARTICLE 9. ADDITIONAL PROVISIONS, page 10 of 14, Paragraph A, line 3, to delete “ December 31, 202 6” as the expiration date of the Agreement and, in lieu thereof , insert “December 31, 2028”.
/

Item: 10
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This Amendment shall be made effective upon execution by all Parties.

IN WITNESS WHEREOF , the parties hereto have caused this Amendment No. 1 to Agreement No. C-1-3597 to be executed as of the date of the last signature below.

CITY OF IRVINE ORANGE COUNTY TRANSPORTATION AUTHORITY

By: ________________________________ By: _____________________________________ Larry Argan Reem Hashem
Mayor

Section Manager III, Capital Projects
Dated:______________________________ Dated:______________________________

ATTEST:

APPROVED AS TO FORM:

By: ________________________________

By: _____________________________________
Carl Peterson James M. Donich
City Clerk General Counsel

Dated:______________________________ Dated:______________________________

APPROVED AS TO FORM:

By:________________________________

Jeff Melching
City Attorney

Dated:______________________________

Item: 10
84 AMENDMENT NO. 1 TO
AGREEMENT NO. C-1-3597

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This Amendment shall be made effective upon execution by all Parties.

IN WITNESS WHEREOF , the parties hereto have cause d this Amendment No. 1 to Agreement No. C-1-3597 to be executed as of the date of the last signature below.

CITY OF LAKE FOREST

By: ________________________________
Robert Pequeno
Mayor

Dated:______________________________

ATTEST:

By: ________________________________
Thy Merritt
City Clerk

Dated:______________________________

APPROVED AS TO FORM:

By: ________________________________
Matthew Richardson
City Attorney

Dated:______________________________

Item: 10
85 Attachment 4
Item: 10
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AMENDMENT NO. 1 TO
COOPERATIVE AGREEMENT NO. C-1-3599

BETWEEN

ORANGE COUNTY TRANSPORTATION AUTHORITY
AND

CITIES OF LAKE FOREST, MISSION VIEJO, AND RANCHO SANTA MARGARITA THIS AMENDMENT NO. 1 is effective as of this ________ day of _________, 2026 (“Effective Date”), by and between the Orange County Transportation Authority, 550 South Main Street, P.O. Box 14184, Orange, CA 92863-1584, a public corporation of the State of California (hereinafter referred to as "AUTHORITY"), and the cities Of Lake Forest , Mis sion Viejo, and Rancho Santa Margarita (hereinafter referred to as “ PARTICIPATING AGENCIES”), each individually known as “Party” and collectively known as “Parties”.

RECITALS:

WHEREAS, the AUTHORITY in cooperation with the PARTICIPATING AGENCIES is working together in coordinating traffic signals across multiple jurisdictional boundaries as part of the Renewed Measure M (M2) Regional Traffic Signal Synchronization Program (RTSSP or Project P) to enhance countywide traffic flow and reduce congestion; and
WHEREAS, AUTHORITY and PARTICIPATING AGENCIES agree to extend the term of the Agreement for an additional twelve (12) months, through December 31, 2027, with no change to the maximum obligation.

NOW, THEREFORE , it is mutually understood and agreed by AUTHORITY and PARTICIPATING PARTIES that Agreement No. C -1-3599 is hereby amended in the following particulars only:

1. Amend ARTICLE 9. ADDITIONAL PROVISIONS, page 10 of 16, Paragraph A, line 5, to delete “ December 31, 202 6” as the expiration date of the Agreement and, in lieu thereof , insert “December 31, 2027”.

Item: 10
87 AMENDMENT NO. 1 TO
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This Amendment shall be made effective upon execution by all Parties.

IN WITNESS WHEREOF , the parties hereto have caused this Amendment No. 1 to Agreement No. C-1-3599 to be executed as of the date of the last signature below.

CITY OF LAKE FOREST ORANGE COUNTY TRANSPORTATION AUTHORITY

By: ________________________________ By: _____________________________________ Robert Pequeno Reem Hashem
Mayor

Dated:______________________________

Section Manager III, Capital Projects

Dated:______________________________

ATTEST: APPROVED AS TO FORM:

By: ________________________________

By: _____________________________________
Thy Merritt James M. Donich
City Clerk General Counsel

Dated:______________________________ Dated:______________________________

APPROVED AS TO FORM:

By: ________________________________

Matthew Richardson
City Attorney

Dated:______________________________

Item: 10
88 AMENDMENT NO. 1 TO
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This Amendment shall be made effective upon execution by all Parties.

IN WITNESS WHEREOF , the parties hereto have caused this Amendment No. 1 to Agreement No. C-1-3599 to be executed as of the date of the last signature below.

CITY OF MISSION VIEJO

By: ________________________________
Wendy Bucknum
Mayor

Dated:______________________________

ATTEST:

By: ________________________________
Alison Walker
City Clerk

Dated:______________________________

APPROVED AS TO FORM:

By: ________________________________
Tarquin Preziosi
City Attorney

Dated:______________________________

Item: 10
89 AMENDMENT NO. 1 TO
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This Amendment shall be made effective upon execution by all Parties.

IN WITNESS WHEREOF , the parties hereto have caused this Amendment No. 1 to Agreement No. C-1-3599 to be executed as of the date of the last signature below.

CITY OF RANCHO SANTA MARGARITA

By: ________________________________
Jennifer M. Cervantez
City Manager

Dated:______________________________

ATTEST:

By: ________________________________
Amy Diaz
City Clerk

Dated: _____________________________
Item: 10
90 CITY COUNCIL AGENDA REPORT
MEETING DATE: 09/01/2026
DEPARTMENT: Information Technology
SUBJECT:

FIRST AMENDMENT TO THE AGREEMENT WITH CLIENTFIRST

CONSULTING GROUP LLC FOR CITYWIDE TECHNOLOGY MASTER PLAN

CONSULTING SERVICES
RECOMMENDED ACTION(S):

1. Approve the First Amendment to the Professional Consultant Services Agreement with ClientFirst Consulting Group LLC.

2. Authorize the Mayor to sign, and the City Clerk to attest, the First Amendment to the Agreement with ClientFirst Consulting Group LLC, substantially in the form attached.

EXECUTIVE SUMMARY:

On April 21, 2026, the City Council approved a Professional Consultant Services Agreement with ClientFirst Consulting Group LLC (“ClientFirst”) for Information Technology Consulting Services (“Agreement”). The Agreement was approved with a two-year term, set to expire on Aril 30, 2028, with the option for up to one, one-year extension and a total not-to-exceed compensation of $96,906 (Attachment 1). The Agreement’s Scope of Services outlines that the consultant will develop the Citywide Technology Master Plan (“Technology Master Plan”).

The Technology Master Plan intends to evaluate the City of Lake Forest’s (“City”) technology environment and future technology needs.

The Proposed First Amendment (Attachment 2) would expand the Scope of Services to include Information Technology (“IT”) Policy Assistance and a Performing Arts Center (“PAC”) AV Systems Assessment. Inclusion of IT Policy Assistance would leverage assessment work already underway through the Technology Master Plan, avoid duplicative work, and reduce the cost of the separately budgeted IT Policy Update project by 50%. The PAC AV Systems Assessment would evaluate the existing AV systems and identify potential improvements to support City Council and Commission meetings, public participation, facility rentals, and other events.

Due to the proposed additions to the Agreement’s Scope of Services, the Proposed First Amendment would also increase compensation by $31,800, resulting in a total not-to-exceed compensation of $128,706. Staff recommend Item: 11
91 approval of the Proposed First Amendment. Sufficient funding is available in the Fiscal Year (“FY”) 2026-27 Operating Budget.

BACKGROUND:

On June 3, 2025, the City Council approved the City’s 2025-2032 Strategic Business Plan (“Strategic Plan”) and FY 2025-27 Operating Budget. The Strategic Plan includes Initiative SP #48 under Goal B, “Our connected city is engaged, informed, and technologically current,” directing the City to develop a 5-Year Citywide Technology Master Plan. The FY 2025-27 Operating Budget also includes $30,000 for an IT Policy Update project.

SP #48
To implement Strategic Plan Initiative SP #48, on April 21, 2026, the City Council approved the Agreement with ClientFirst in the amount of $96,906 to develop the Technology Master Plan. The Technology Master Plan intends to evaluate the City’s technology environment, operational practices, and establish a two-year action plan and five-year roadmap for future technology investments and operational improvements.

IT Policy Update
The IT Policy Update project was included in the FY 2025-27 Operating Budget.

The IT Policy Update project aims to review and update existing IT policies and develop additional policies addressing evolving technology and operational needs, including Artificial Intelligence (“AI”).

Performing Arts Center Audiovisual Systems
The PAC serves as the location for City Council meetings, Commission meetings, community event performances, and as a City facility available for rentals and events. These uses have varying AV and operational requirements.

The PAC AV systems were originally installed as part of the Civic Center Project, completed in 2019. In 2024, the City completed additional AV improvements to support operational needs, including confidence monitors, wireless microphones, and related system modifications supporting facility rentals and events. Major components of the original AV system remain in service.

DISCUSSION:

The Proposed First Amendment would expand the Scope of Services in the Agreement to include IT Policy Assistance and a PAC AV Systems Assessment.

Item: 11
92 The Proposed First Amendment would also increase the compensation by $31,800 to cover the associated costs of the increase to the Scope of Services, resulting in a total not-to-exceed compensation amount of $128,706.

IT Policy Assistance
As part of the original Scope of Services for the Technology Master Plan, ClientFirst is conducting a comprehensive assessment of the City’s technology environment and operational practices. Staff identified overlap between this work and the assessment work included in the separately budgeted IT Policy Update project. Under the Proposed First Amendment, the entirety of the work that would have been conducted in the IT Policy Update project would be included in the Agreement’s Scope of Services.

This would entail ClientFirst reviewing and updating the City’s existing IT policies and recommending policy consolidation, or additional policies, as appropriate.

ClientFirst estimated $15,000 for IT Policy Assistance, compared to the $30,000 originally budgeted for the project. Inclusion of IT Policy Assistance in the Agreement would reduce the cost of executing the work by $15,000, or 50%. It would also reduce staff time by removing the need to procure a separate consultant for the IT Policy Update project and expedite execution of the work.

Performing Arts Center AV Systems Assessment
The Agreement’s original Scope of Services includes a high-level review of the PAC technology environment. Based on this initial review, and the PAC’s varying operational requirements, staff identified the need for a more detailed assessment of the existing AV systems.

Under the Proposed First Amendment, ClientFirst would conduct a detailed assessment of the PAC AV systems and prepare an Assessment Report documenting existing conditions and recommending potential system improvements. The proposed cost for the PAC AV Systems Assessment is $16,800. The assessment would provide the City with information to evaluate and prioritize future AV maintenance, upgrades, and replacement needs. This would ensure PAC AV systems function successfully for critical facility functions such as City meetings and public rentals.

Proposed First Amendment Compensation
Table 1 summarizes the Proposed First Amendment’s compensation.

Item: 11
93 Table 1: Proposed First Amendment Compensation
Description Not-to-Exceed
Compensation
Original Agreement – Citywide Technology
Master Plan
$96,906
Proposed First Amendment – IT Policy
Assistance
$15,000.00
Proposed First Amendment – PAC AV
Systems Assessment
$16,800.00
Total Amended Agreement $128,706
Pursuant to the City’s Purchasing and Contracting Guidelines, staff is required to complete a vendor performance assessment during a proposed contract amendment. The vendor assessment is a guide to determine if a contract should be amended, renewed, or terminated based on performance in the following categories: performance of scope of services, timeliness, budget performance, and customer service. Utilizing an evaluation form, staff rates the consultant in each category.

Table 2 below provides an overall assessment of the consultant’s performance since work under the original Agreement was initiated. Consistent with the City’s Purchasing and Contracting Guidelines, including the vendor assessment, the contract is eligible for a first amendment.

Table 2: Vendor Performance Assessment
ClientFirst Performance Assessment
May 1, 2026, to August 20, 2026
Category Rating
Unsatisfied (1) - Very Satisfied (5)
Performance of Scope of Services ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Timeliness ☐ Unsatisfied ☒ Satisfied ☐ Very Satisfied Budget Performance ☐ Unsatisfied ☐ Satisfied ☒ Very Satisfied Customer Service ☐ Unsatisfied ☒ Satisfied ☐ Very Satisfied Overall Rating ☐ Unsatisfied ☒ Satisfied ☐ Very Satisfied ClientFirst continues to provide satisfactory services and has met expectations in all evaluation categories.

Staff recommend approval of the Proposed First Amendment to avoid duplicative IT policy assessment work, complete the IT Policy Update at a reduced cost, and conduct a detailed assessment of the PAC AV systems.

Item: 11
94 The Proposed First Amendment was prepared by the IT Division in accordance with the City’s Purchasing and Contracting Guidelines and has been reviewed and approved as to form by the City Attorney’s Office.

FISCAL IMPACT:

The Proposed First Amendment would increase the Agreement by $31,800, resulting in a total not-to-exceed amount of $128,706. Sufficient funding is available in the FY 2025-27 Operating Budget to support the Proposed First Amendment.

ATTACHMENTS:

1. Attachment 1 - Original Agreement with ClientFirst

2. Attachment 2 - Proposed First Amendment to the Agreement with ClientFirst
Initiated By: Joanne Jin, Information Technology Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
Item: 11
95 ATTACHMENT 1
Item: 11
96 CITYWIDE TECHNOLOGY MASTER PLAN
(2023-031)

City of Lake Forest
100 Civic Center Dr.

Lake Forest, CA 92630

Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
97 City of Lake Forest
Professional Consultant Services Agreement
Citywide Technology Master Plan
I. PARTIES AND DATE. ................................ ................................ ..............

II. RECITALS. ................................ ................................ ..............................

III. TERMS................................. ................................ ................................ ..

IV. SIGNATURES. ................................ ................................ ........................

V. EXHIBIT "A" SCOPE OF SERVICES ................................ ...........................

VI. EXHIBIT "B" - SCHEDULE OF SERVICES ................................ ..................

VII. EXHIBIT "C" - COMPENSATION ................................ ..............................

VIII. EXHIBIT "D" - INSURANCE REQUIREMENTS ................................ ...........

Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
98 Title: Citywide Technology Master Plan
3 1. PARTIES AND DATE.

This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and ClientFirst Consulting Group LLC, a CaliforniaLimited Liability Company (LLC), with its principal place of business at 1250 Corona Pointe Court, Suite 404, Corona, CA 92879 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”
Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF April21st
2026
Item: 11
99 Title: Citywide Technology Master Plan
4 2. RECITALS.

2.1. Consultant.

Consultant desires to perform and assume responsibility for the provision of certain professional Information Technology Consulting Service consulting services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional Information Technology Consulting Service consulting services to public clients, is licensed in the State of California, and is familiar with the plans of City.

2.2. Project.

City desires to engage Consultant to render such professional Information Technology Consulting Service consulting services for the Citywide Technology Master Plan project ("Project") as set forth in this Agreement.

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5 3. TERMS.

3.1. Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional Information Technology Consulting Service consulting services necessary for the Project ("Services"). The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.

3.1.2 Term. The term of this Agreement shall be from May 1, 2026 to April 30, 2028, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement annually for no more than one (1) additional one-year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

3.2. Responsibilities of Consultant.

3.2.1 Independent Contractor; Control and Payment of Subordinates. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Neither City, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance.

3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.

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Title: Citywide Technology Master Plan
6 3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Tom Jackobsen, Senior Partner.

3.2.5 City's Representative. The City hereby designates Debra Rose, City Manager, or his/her designee, to act as its representative in all matters pertaining to the administration and performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for review and approval of all products submitted by Consultant but not the authority to enlarge the Scope of Work or change the total compensation due to Consultant under this Agreement. The City Manager shall be authorized to act on City's behalf and to execute all necessary documents which enlarge the Scope of Work or change the Consultant's total compensation subject to the provisions contained in Section 3.3 of this Agreement. Consultant shall not accept direction or orders from any person other than the City Manager, City's Representative or his/her designee.

3.2.6 Consultant's Representative. Consultant hereby designates David Krout, Managing Partner, or his/her designee, to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times.

3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
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Title: Citywide Technology Master Plan
7 adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re employed to perform any of the Services or to work on the Project.

3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If Consultant performs any work knowing it to be contrary to such laws, rules and regulations, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees, agents, and volunteers free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.

3.2.10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.

3.2.11 Insurance. Consultant agrees to procure and maintain, at Consultant’s expense all insurance specified in Exhibit “D” attached hereto and by this reference incorporated herein. Consultant shall require all subconsultants to carry the same policies and limits of insurance that the Consultant is required to maintain, unless otherwise approved in writing by the City.

3.2.12 Water Quality Management and Compliance.

3.2.12.1 Storm Water Management. Storm, surface, nuisance, or other waters may be encountered at various times during the Services. Consultant hereby acknowledges that it has investigated the risk arising from such waters, and assumes any and all risks and liabilities arising therefrom.

3.2.12.2 Compliance with Water Quality Laws, Ordinances and Regulations. Consultant shall keep itself and all subcontractors, staff, and employees fully informed of and in compliance with all local, state and federal laws, rules and regulations that may impact, or be implicated by the performance of the Services including, without limitation, all applicable provisions of the City’s ordinances regulating water quality and storm water; the Federal Water Pollution Control Act (33 U.S.C. § 1251, et seq.); the California Porter-Cologne Water Quality Control Act (Water Code § 13000 et seq.); and any and all regulations, policies, or permits issued pursuant to any such authority. Consultant must additionally comply with the lawful requirements of the City, and any other Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
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Title: Citywide Technology Master Plan
8 municipality, drainage district, or other local agency with jurisdiction over the location where the Services are to be conducted, regulating water quality and storm water discharges.

3.2.12.3 Compliance with DAMP and LIP. In addition to compliance with the laws, ordinances and regulations listed in Section 3.2.12.2 of this Agreement, Consultant must comply with all applicable requirements of the Orange County Drainage Area Management Plan (“DAMP”), the City of Lake Forest Local Implementation Plan (“LIP”) and the applicable Water Quality Management Plan (“WQMP”). The DAMP contains requirements related to design and construction of public projects. Consultant must be familiar the DAMP, and the LIP and comply with the requirements as specified therein.

A copy of the DAMP is available on the internet at:
http://www.ocwatersheds.com/documents/damp/mapplan
A copy of the LIP is available on the internet at:
http://www.lakeforestca.gov/296/Local-Implementation-Plan-LIP

3.2.12.4 Standard of Care. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the work assigned to them without impacting water quality in violation of the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement. Consultant further warrants that it, its employees and subcontractors have or will receive adequate training, as determined by the City, regarding these requirements as they may relate to the Services.

3.2.12.5 Liability for Non-compliance.
(A) Indemnity: Failure to comply with laws, regulations, and ordinances listed in Sections 3.2.12.2 and 3.2.12.3 of this Agreement is a violation of federal and state law. Notwithstanding any other indemnity contained in this Agreement, Consultant agrees to indemnify and hold harmless the City, its officials, officers, agents, employees and authorized volunteers from and against any and all claims, demands, losses or liabilities of any kind or nature which the City, its officials, officers, agents, employees and authorized volunteers may sustain or incur for noncompliance with the laws, regulations, and ordinances listed above, arising out of or in connection with the Services, except for liability resulting from the sole established negligence, willful misconduct or active negligence of the City, its officials, officers, agents, employees or authorized volunteers. (B) Defense: City reserves the right to defend any enforcement action or civil action brought against the City for Consultant’s failure to comply with any applicable water quality law, regulation, or policy. Consultant hereby agrees to be bound by, and to reimburse the City for the costs associated with, any settlement reached between the City and the relevant enforcement entity. (C) Damages: City may seek damages from Consultant for delay in completing the Services caused by Consultant’s failure to comply with the laws, regulations and policies described in Sections 3.2.12.2 and 3.2.12.3 of this Agreement, or any other relevant water quality law, regulation, or policy. regulation, or policy.

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9 3.3. Fees and Payments.

3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit "C" attached hereto and incorporated herein by reference. The total compensation shall not exceed NINETY-SIX THOUSAND NINE HUNDRED SIX DOLLARS ($96,906) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.3.2 Payment of Compensation. Consultant shall submit to City a monthly invoice which indicates work completed and hours of Services rendered by Consultant. The invoice shall describe the amount of Services provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the invoice. City shall, within 30 days of receiving such invoice, review the invoice and pay all non-disputed and approved charges thereon. If the City disputes any of Consultant's fees, the City shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth therein.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City, or included in Exhibit "C" of this Agreement.

3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.

3.3.5 Rate Increases. In the event that this Agreement is renewed pursuant to Section 3.1.2, the rate set forth in Exhibit “C” may be adjusted each year at the time of renewal as set forth in Exhibit “C.”

3.4. Labor Code Requirements.

3.4.1 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. If the Services are being performed as part of an applicable "public works" or "maintenance" project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its officials, officers, employees, Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
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10 agents, and volunteers free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

3.4.2 Registration. If the Services are being performed as part of an applicable “public works” or “maintenance” project, in addition to the foregoing, then pursuant to Labor Code sections 1725.5 and 1771.1, the Consultant and all subconsultants must be registered with the Department of Industrial Relations (“DIR”). Consultant shall maintain registration for the duration of the project and require the same of any subconsultants. This project may also be subject to compliance monitoring and enforcement by the DIR. It shall be Contractor’s sole responsibility to comply with all applicable registration and labor compliance requirements, including the submission of payroll records directly to the DIR.

3.5. Accounting Records.

3.5.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.6. General Provisions.

3.6.1 Termination of Agreement.

3.6.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause.

3.6.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.

3.6.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

3.6.1.4 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Consultant: ClientFirst Consulting Group LLC 1250 Corona Pointe Court, Suite 404
Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
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Title: Citywide Technology Master Plan
11 Corona, CA 92879
ATTN: David Krout, Managing Partner
City: City of Lake Forest
100 Civic Center Drive
Lake Forest, CA 92630
ATTN: City Clerk
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.6.2 Ownership of Materials and Confidentiality.

3.6.2.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subconsultants to agree in writing that City is granted a non exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk.

3.6.2.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

3.6.2.3 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information ("Proprietary Information") unless the City's legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information. Consultant shall have five (5) Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
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12 working days after receipt of the Release Notice to give City written notice of Consultant's objection to the City's release of Proprietary Information. Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either: (1) Consultant fails to fully indemnify, defend (with City's choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and non- appealable order by a court of competent jurisdiction requires that City release such information.

3.6.3 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

3.6.4 Attorney's Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reason¬able attorney's fees and all other costs of such action.

3.6.5 Indemnification.

To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorneys fees and other related costs and expenses. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Consultant or the City, its officials, officers, employees, agents or volunteers.

If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

3.6.6 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.

3.6.7 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.

3.6.8 Time of Essence. Time is of the essence for each and every provision of this Agreement.

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13 3.6.9 City's Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.

3.6.10 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.

3.6.11 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.

3.6.12 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

3.6.13 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.6.14 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

3.6.15 No Third-Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.

3.6.16 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.6.17 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant¬, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

3.6.18 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
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14 because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.6.19 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.

3.6.20 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

3.6.21 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

3.7. Subcontracting.

3.7.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.

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Title: Citywide Technology Master Plan
15 4. SIGNATURES.

4.1. SIGNATURES.

CITY OF LAKE FOREST ClientFirst Consulting Group LLC
By: [AUTHORIZED CITY SIGNATURE]

Robert Pequeño
Mayor
By: [VENDOR SIGNATURE 1]

David Krout, Managing Partner
Partner (Partnership)
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:

By: [CITY CLERK SIGNATURE]

Thy Merritt
City Clerk
By: [VENDOR SIGNATURE 2]

Tom Jakobsen, Senior Partner
Partner (Partnership)
APPROVED AS TO FORM:

By: [CITY ATTORNEY SIGNATURE]

Best Best & Krieger LLP
City Attorney

[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
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Title: Citywide Technology Master Plan
16 5. EXHIBIT "A" SCOPE OF SERVICES

5.1. EXHIBIT "A" SCOPE OF SERVICES
The City intends to obtain the services of Client First LLC (“Consultant”) to develop a comprehensive Citywide Technology Master Plan (“Master Plan”), including a Two-Year Action Plan and a Five-Year Roadmap.

The Consultant shall perform a citywide assessment of technology systems, infrastructure, applications, processes, staffing, and vendor-managed environments across all City departments, consistent with the City’s operating model in which departments manage business applications and the IT Division provides governance, cybersecurity, integration, and technical oversight.

Based on this assessment, the Consultant shall develop strategic recommendations to modernize technology infrastructure, improve operational efficiency, strengthen workforce capability, and support long-term, high-quality service delivery.

1. COMPREHENSIVE CITYWIDE ASSESSMENT

The Consultant shall conduct a comprehensive, citywide assessment of all technology systems, infrastructure, applications, processes, staffing resources, and vendor-managed environments to establish a clear understanding of the current environment, identify inefficiencies and gaps, and support development of the Master Plan.

2. SCOPE OF WORK

2.1 Infrastructure and Systems Modernization

The Consultant shall:
• Review all Citywide infrastructure, applications, and department-managed systems • Identify legacy systems, redundancies, and inefficient workflows, and recommend modernization or consolidation opportunities
• Evaluate system interoperability, data sharing, and integration needs to support cross- department service delivery
• Assess security, reliability, and resilience, and identify priority areas for investment • Review network and facility connectivity to support digital operations, cloud services, mobility, and remote collaboration
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17 • Conduct a high-level review of specialized environments (e.g., Council Chambers, Performing Arts Center) to assess lifecycle needs, modernization opportunities, and business continuity considerations

2.2 Workforce Capability and Training

The Consultant shall:
• Assess staff skills, roles, responsibilities, and proficiency in managing systems across departments and IT
• Identify knowledge gaps and citywide training needs, including digital literacy and system-specific capabilities
• Develop a workforce development and training strategy aligned with the City’s technology operating model and future system needs

2.3 Process Efficiency and Service Delivery

The Consultant shall:
• Review departmental processes and system usage to identify manual work, redundancies, and inefficiencies
• Recommend automation, shared platforms, and enterprise solutions to reduce duplication and improve efficiency
• Evaluate major enterprise systems (including productivity tools, GIS, permitting, financial, and asset management systems) for optimization and integration opportunities
• Recommend improvements to enhance staff productivity, data consistency, and the quality of community-facing services

2.4 Needs, Opportunities, and Future System Recommendations

The Consultant shall:
• Document current and emerging technology requirements across all departments • Recommend modern, scalable systems that reduce redundancy, improve efficiency, and support future growth
• Evaluate vendor management and system lifecycle practices to improve sustainability and cost control
• Identify opportunities for data analytics, automation, and emerging technologies to enhance decision-making and service delivery
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18 2.5 Artificial Intelligence (AI) Readiness

The Consultant shall:
• Evaluate the City’s readiness for AI adoption
• Identify practical and responsible use cases and low-risk pilot opportunities • Assess governance, policy, and ethical considerations related to AI • Recommend a phased approach for AI adoption aligned with City operations

3. DELIVERABLES

The Consultant shall provide the following deliverables:

• Comprehensive System and Infrastructure Assessment
• Staff Capability and Training Analysis
• Process Efficiency and Workflow Analysis
• Technology Modernization and System Recommendation Report • Citywide Technology Master Plan, including:
o Two-Year Action Plan outlining immediate priorities, timelines, and estimated costs o Five-Year Roadmap outlining long-term strategy, system lifecycle planning, and investment direction
o Performance Metrics, including key performance indicators for modernization progress, security posture, efficiency improvements, and training participation • Implementation-level recommendations, including estimated costs, timelines, and required resources to support planning and budgeting

All deliverables shall be provided in written report format and executive presentation format.

4. PROJECT PHASES AND MILESTONES

The work shall be performed in phases including project initiation, assessment, analysis, development of recommendations, and preparation of draft and final deliverables.

The Consultant shall conduct interviews and workshops with IT staff, departmental system owners, leadership, and key users to understand current operations and technology needs.

Preliminary findings and recommendations shall be shared with the City’s Management Team for validation prior to finalization.

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19 The Consultant shall provide regular progress updates and present the final Master Plan to City leadership and, if requested, to the City Council.

A detailed project schedule shall be developed and approved within ten (10) business days of contract execution.

5. CONSULTANT RESPONSIBILITIES

The Consultant shall:
• Conduct stakeholder interviews, workshops, and assessments across all departments • Perform citywide technical and operational assessments • Share preliminary findings and recommendations with the City’s Management Team • Ensure recommendations align with the City’s Strategic Plan and service goals • Identify and prioritize modernization initiatives based on risk, efficiency, and citywide impact
• Develop workforce training and development recommendations • Provide regular progress updates and participate in project meetings • Prepare draft and final deliverables incorporating City feedback • Present final deliverables to City leadership and, if requested, City Council

6. CITY RESPONSIBILITIES

The City shall:
• Provide access to staff, systems, and relevant documentation • Designate project representatives and facilitate coordination across departments • Provide timely review and feedback on deliverables

7. DELIVERABLE REVIEW AND ACCEPTANCE

The City shall review each deliverable within a reasonable timeframe following receipt. The Consultant shall address City comments and provide revisions within a mutually agreed timeframe. Up to two (2) revision cycles per deliverable shall be included within the Scope of Services. Deliverables shall be considered accepted upon written approval by the City.

8. STANDARDS OF PERFORMANCE

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20 The City shall review each deliverable within a reasonable timeframe following receipt. The Consultant shall address City comments and provide revisions within a mutually agreed timeframe. Deliverables shall be considered accepted upon written approval by the City.

9. EXPECTED OUTCOMES

The services shall enable the City to:
• Clearly understand the current state of technology, infrastructure, and staffing capability
• Identify and eliminate redundant systems and inefficient processes • Address workforce training needs and strengthen organizational capability • Prioritize modernization initiatives based on risk, efficiency, and citywide impact • Align technology planning with future budget cycles and strategic initiatives • Establish a scalable and sustainable technology framework • Identify responsible opportunities for AI and automation adoption

Consultant shall provide the following Information Technology Consulting Service professional consulting services relative to the City's Citywide Technology Master Plan project.

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21 6. EXHIBIT "B" - SCHEDULE OF SERVICES

6.1. EXHIBIT "B" - SCHEDULE OF SERVICES
The Consultant shall provide the services described in Exhibit “A” Scope of Services as directed by the City.

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22 7. EXHIBIT "C" - COMPENSATION

7.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of NINETY-SIX THOUSAND NINE HUNDRED SIX DOLLARS ($96,906).

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23 Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
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24 In the event that this Agreement is renewed pursuant to Section 3.1.2, the rates set forth above may be increased or reduced each year at the time of renewal, but any increase shall not exceed the Consumer Price Index, All Urban Consumers, Los Angeles-Long Beach-Anaheim.

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25 8. EXHIBIT "D" - INSURANCE REQUIREMENTS

8.1. EXHIBIT "D" - INSURANCE REQUIREMENTS

1.1.1 Time for Compliance. Consultant shall not commence work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.

1.1.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder, and without limiting the indemnity provisions of the Agreement, the Consultant, in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement the following policies of insurance. If the existing policies do not meet the insurance requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so. (A) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office "occurrence" form CG 0001, or the exact equivalent, with limits of not less than $1,000,000 per occurrence and no less than $2,000,000 in the general aggregate. Defense costs shall be paid in addition to the limits. The policy shall contain no endorsements or provisions (1) limiting coverage for contractual liability; (2) excluding coverage for claims or suits by one insured against another (cross-liability); or (3) containing any other exclusion(s) contrary to the terms or purposes of this Agreement.
(B) Automobile Liability Insurance shall not be required unless Consultant’s services require use of a vehicle in connection with performance of the Agreement. (C) Workers’ Compensation: Workers' Compensation Insurance, as required by the State of California and Employer's Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.
(D) Professional Liability (Errors & Omissions) insurance appropriate to Consultant’s profession shall be maintained with limits of not less than $1,000,000 per claim and in the aggregate. If such coverage is written on a claims-made basis, the retroactive date shall precede the effective date of this Agreement, and Consultant shall maintain continuous coverage for the duration of the Agreement and for not less than three (3) years thereafter, or maintain an extended reporting period for the same duration.

1.1.3 Insurance Endorsements. Consultant shall provide written notice to City promptly upon receipt of notice from its insurer of cancellation or material reduction in coverage.:
(A) Commercial General Liability:
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be included as additional insureds under Consultant’s Commercial General Liability policy, but only with respect to liability arising out of Consultant’s ongoing operations under this Agreement.

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26 (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (B) Automobile Liability:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (C) Professional Liability (Errors & Omissions):
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Contractual Liability Exclusion Deleted: This insurance shall include contractual liability applicable to this Agreement. The policy must “pay on behalf of” the insured and include a provision establishing the insurer’s duty to defend.
(D) Workers’ Compensation:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium. (2) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the City, its officials, officers, employees, agents, and volunteers.

1.1.4 Primary and Non-Contributing Insurance. All policies of Commercial General Liability and Automobile Liability insurance shall be primary and any other insurance, deductible, or self- insurance maintained by the City, its officials, officers, employees, agents, or volunteers shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.

1.1.5 Waiver of Subrogation. All policies of Commercial General Liability and Automobile Liability insurance shall contain or be endorsed to waive subrogation against the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against the City, its officials, officers, employees, agents, and volunteers, and shall require similar written express waivers and insurance clauses from each of its subconsultants.

1.1.6 Deductibles and Self-Insured Retentions. Any deductible or self-insured retention must be approved in writing by the City and shall protect the City, its officials, officers, employees, agents, and volunteers in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self-insured retention.

1.1.7 Evidence of Insurance. The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates on forms approved by the City, together with all Docusign Envelope ID: 608FD6D6-77C2-4247-BF80-FD8ADB702AAF Item: 11
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27 endorsements affecting each policy. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced and not replaced immediately so as to avoid a lapse in the required coverage, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.

1.1.8 Failure to Maintain Coverage. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement effective upon notice.

1.1.9 Acceptability of Insurers. Each such policy shall be from a company or companies with a current A.M. Best's rating of no less than A:VII and authorized to transact business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.

1.1.10 Enforcement of Contract Provisions (non estoppel). Consultant acknowledges and agrees that actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligation on the City nor does it waive any rights hereunder.

1.1.11 Requirements Not Limiting. Requirement of specific coverage or minimum limits contained in this Appendix are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance.

1.1.12 Insurance for Subconsultants. Consultant shall include all subconsultants engaged in any work for Consultant relating to this Agreement as additional insureds under the Consultant's policies, or the Consultant shall be responsible for causing subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City, its officials, officers, employees, agents, and volunteers as additional insureds to the subconsultant's policies. All policies of Commercial General Liability insurance provided by Consultant’s subconsultants performing work relating to this Agreement shall be endorsed to name the City, its officials, officers, employees, agents and volunteers as additional insureds using endorsement form ISO CG 20 38 04 13 or an endorsement providing equivalent coverage. Consultant shall not allow any subconsultant to commence work on any subcontract relating to this Agreement until it has received satisfactory evidence of subconsultant’s compliance with all insurance requirements under this Agreement, to the extent applicable. The Consultant shall provide satisfactory evidence of compliance with this section upon request of the City.

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ATTACHMENT 2
Item: 11
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CITYWIDE TECHNOLOGY MASTER PLAN
(2026-031.1)

City of Lake Forest
100 Civic Center Dr.

Lake Forest, CA 92630

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City of Lake Forest
First Amendment to Professional Consultant Services Agreement Citywide Technology Master Plan
I. PARTIES AND DATE. ................................ ................................ ..............

II. RECITALS. ................................ ................................ ..............................

III. TERMS................................. ................................ ................................ ..

IV. SIGNATURES. ................................ ................................ ........................

V. EXHIBIT "A" SCOPE OF SERVICES ................................ ...........................

VI. EXHIBIT "C" - COMPENSATION ................................ ..............................

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Title: Citywide Technology Master Plan
3 1. PARTIES AND DATE.

This Agreement is made and entered into this [***INSERT DAY***] day of [***INSERT MONTH***], [***INSERT YEAR***], by and between the City of Lake Forest, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 100 Civic Center Drive, Lake Forest, California 92630 (“City”) and ClientFirst Consulting Group LLC, a California Limited Liability Company (LLC), with its principal place of business at 1250 Corona Pointe Court, Corona, CA 92879 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.” Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
4 2. RECITALS.

2.1. Agreement
The Parties entered into that certain Agreement for Information Technology Consulting Services dated April 21, 2026 (“Agreement”).

2.2. First Amendment
The Parties now desire to amend the Agreement in order to expand the scope of services and increase the total amount of compensation under the Agreement.

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5 3. TERMS.

3.1. Compensation.

Section 3.3.1 of the Agreement is hereby amended in its entirety to read as follows:

Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed ONE HUNDRED TWENTY -EIGHT THOUSAND SEVEN HUNDRED SIX DOLLARS AND NINETY -EIGHT CENTS ($128,706.98) without written approval of the City Council or City Manager as applicable. Extra Work may be authorized, as described below, and if authorized, will be compe nsated at the rates and manner set forth in this Agreement.

3.2. Scope of Services.

The Scope of Services as set forth in Exhibit “A” of the Agreement is hereby amended to include the Services set forth in EXHIBIT "A" SCOPE OF SERVICES to this Amendment, attached hereto and incorporated herein.

3.3. Remaining Provisions of Agreement.

Except as otherwise specifically set forth in this First Amendment, the remaining provisions of the Agreement shall remain in full force and effect.

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Title: Citywide Technology Master Plan
6 4. SIGNATURES.

4.1. SIGNATURES.

CITY OF LAKE FOREST ClientFirst Consulting Group LLC
By: [AUTHORIZED CITY SIGNATURE]

Robert Pequeño
Mayor
By: [VENDOR SIGNATURE 1]

David Krout
Managing Partner
[If Corporation, TWO SIGNATURES,
President OR Vice President AND Secretary
OR Treasurer REQUIRED]
ATTEST:

By: [CITY CLERK SIGNATURE]

Thy Merritt
City Clerk
By: [VENDOR SIGNATURE 2]

Tom Jakobsen
Senior Partner
APPROVED AS TO FORM:

By: [CITY ATTORNEY SIGNATURE]

Best Best & Krieger LLP
City Attorney

[CONTRACT ADMINISTRATOR APPROVAL]
[PROJECT MANAGER APPROVAL]
[CITY CLERK - INSURANCE APPROVAL]
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7 5. EXHIBIT "A" SCOPE OF SERVICES

5.1. EXHIBIT "A" SCOPE OF SERVICES
Consultant shall provide the following Information Technology Consulting Services professional consulting services relative to the City's Citywide Technology Master Plan project.

The City intends to obtain the services of Client First LLC (“Consultant”) to develop a comprehensive Citywide Technology Master Plan (“Master Plan”), including a Two-Year Action Plan and a Five-Year Roadmap.

1. COMPREHENSIVE CITYWIDE ASSESSMENT
The Consultant shall conduct a comprehensive, citywide assessment of all technology systems, infrastructure, applications, processes, staffing resources, and vendor-managed environments to establish a clear understanding of the current environment, identify inefficiencies and gaps, and support development of the Master Plan.

2. SCOPE OF WORK

2.1 Infrastructure and Systems Modernization
The Consultant shall:
• Review all Citywide infrastructure, applications, and department-managed systems • Identify legacy systems, redundancies, and inefficient workflows, and recommend modernization or consolidation opportunities
• Evaluate system interoperability, data sharing, and integration needs to support cross- department service delivery
• Assess security, reliability, and resilience, and identify priority areas for investment • Review network and facility connectivity to support digital operations, cloud services, mobility, and remote collaboration
• Conduct a high-level review of specialized environments (e.g., Council Chambers, Performing Arts Center) to assess lifecycle needs, modernization opportunities, and business continuity considerations
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8 2.2 Workforce Capability and Training
The Consultant shall:
• Assess staff skills, roles, responsibilities, and proficiency in managing systems across departments and IT
• Identify knowledge gaps and citywide training needs, including digital literacy and system- specific capabilities
• Develop a workforce development and training strategy aligned with the City’s technology operating model and future system needs

2.3 Process Efficiency and Service Delivery
The Consultant shall:
• Review departmental processes and system usage to identify manual work, redundancies, and inefficiencies
• Recommend automation, shared platforms, and enterprise solutions to reduce duplication and improve efficiency
• Evaluate major enterprise systems (including productivity tools, GIS, permitting, financial, and asset management systems) for optimization and integration opportunities • Recommend improvements to enhance staff productivity, data consistency, and the quality of community-facing services

2.4 Needs, Opportunities, and Future System Recommendations The Consultant shall:
• Document current and emerging technology requirements across all departments • Recommend modern, scalable systems that reduce redundancy, improve efficiency, and support future growth
• Evaluate vendor management and system lifecycle practices to improve sustainability and cost control
• Identify opportunities for data analytics, automation, and emerging technologies to enhance decision-making and service delivery

2.5 Artificial Intelligence (AI) Readiness
The Consultant shall:
• Evaluate the City’s readiness for AI adoption
• Identify practical and responsible use cases and low-risk pilot opportunities Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
9 • Assess governance, policy, and ethical considerations related to AI • Recommend a phased approach for AI adoption aligned with City operations

3. DELIVERABLES
The Consultant shall provide the following deliverables:
• Comprehensive System and Infrastructure Assessment
• Staff Capability and Training Analysis
• Process Efficiency and Workflow Analysis
• Technology Modernization and System Recommendation Report • Citywide Technology Master Plan, including:
o Two-Year Action Plan outlining immediate priorities, timelines, and estimated costs o Five-Year Roadmap outlining long-term strategy, system lifecycle planning, and investment direction
o Performance Metrics, including key performance indicators for modernization progress, security posture, efficiency improvements, and training participation • Implementation-level recommendations, including estimated costs, timelines, and required resources to support planning and budgeting
All deliverables shall be provided in written report format and executive presentation format.

4. PROJECT PHASES AND MILESTONES
The work shall be performed in phases including project initiation, assessment, analysis, development of recommendations, and preparation of draft and final deliverables.

The Consultant shall conduct interviews and workshops with IT staff, departmental system owners, leadership, and key users to understand current operations and technology needs. Preliminary findings and recommendations shall be shared with the City’s Management Team for validation prior to finalization.

The Consultant shall provide regular progress updates and present the final Master Plan to City leadership and, if requested, to the City Council.

A detailed project schedule shall be developed and approved within ten (10) business days of contract execution.

5. CONSULTANT RESPONSIBILITIES
The Consultant shall:
• Conduct stakeholder interviews, workshops, and assessments across all departments Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
10 • Perform citywide technical and operational assessments • Share preliminary findings and recommendations with the City’s Management Team • Ensure recommendations align with the City’s Strategic Plan and service goals • Identify and prioritize modernization initiatives based on risk, efficiency, and citywide impact • Develop workforce training and development recommendations • Provide regular progress updates and participate in project meetings • Prepare draft and final deliverables incorporating City feedback • Present final deliverables to City leadership and, if requested, City Council

6. CITY RESPONSIBILITIES
The City shall:
• Provide access to staff, systems, and relevant documentation • Designate project representatives and facilitate coordination across departments • Provide timely review and feedback on deliverables

7. DELIVERABLE REVIEW AND ACCEPTANCE
The City shall review each deliverable within a reasonable timeframe following receipt. The Consultant shall address City comments and provide revisions within a mutually agreed timeframe. Up to two (2) revision cycles per deliverable shall be included within the Scope of Services. Deliverables shall be considered accepted upon written approval by the City.

8. STANDARDS OF PERFORMANCE
The City shall review each deliverable within a reasonable timeframe following receipt. The Consultant shall address City comments and provide revisions within a mutually agreed timeframe. Deliverables shall be considered accepted upon written approval by the City.

9. EXPECTED OUTCOMES
The services shall enable the City to:
• Clearly understand the current state of technology, infrastructure, and staffing capability • Identify and eliminate redundant systems and inefficient processes • Address workforce training needs and strengthen organizational capability • Prioritize modernization initiatives based on risk, efficiency, and citywide impact • Align technology planning with future budget cycles and strategic initiatives • Establish a scalable and sustainable technology framework Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
11 • Identify responsible opportunities for AI and automation adoption First Amendment
A. Scope 1 – Information Technology Policy Review and Development The Consultant shall provide professional consulting services to assist the City with the review, revision, consolidation, development, and finalization of the City's Information Technology ("IT") policies and related best practices. The Scope of Services shall include the following:
• Review the City's existing IT policy library and provide draft recommended updates, including policy revisions, consolidation of existing policies, and recommendations for new policies, as appropriate.
• Meet with City staff to discuss policy goals, objectives, and operational requirements. • Develop recommendations regarding individual policies or consolidation into a comprehensive IT handbook, as appropriate.
• Revise policies using the City's approved policy template. • Coordinate review of draft policies with the IT Manager, IT Director, City Attorney, City Manager, and other designated City staff, and incorporate City comments into the final policies. • Prepare final IT policy documents for City review and adoption. • Provide recommendations for additional IT policies or procedures identified during the course of the engagement.

Deliverables
The Consultant shall provide the following deliverables:
• Draft IT policies and recommended revisions.
• Final IT policies incorporating City comments.
• Recommendations for additional IT policies or procedures, as appropriate.

B. Scope 2 – Performing Arts Center Audio Engineering Assessment The Consultant shall provide professional consulting services to perform an audio engineering assessment of the City's Performing Arts Center audiovisual (AV) systems. Services may include, but are not limited to:

Assessment Activities
• Conduct a comprehensive review of all existing audiovisual hardware, signal routing, and system design documentation.

Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
12 • Utilize professional audio analyzer software and measurement tools to capture and document real-time acoustic performance data.
• Perform measurements and analysis from multiple critical listening positions, including:
o Audience seating areas (front, mid, rear) and
o Stage locations
o Mobile dais positions and other relevant zones of operation • Attend (1) city council event to assess system performance under real-use conditions and capture user experience data from operators and end users.

Deliverables
The Consultant shall prepare an Executive Assessment Report that includes:
• Existing conditions assessment.
• Identified deficiencies and performance concerns.
• Recommendations for system calibration, configuration improvements, equipment upgrades, or other corrective actions.
• Supporting technical documentation, measurements, and photographs, as appropriate.

Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
13 6. EXHIBIT "C" - COMPENSATION

6.1. EXHIBIT "C" - COMPENSATION
Consultant shall be paid for services in accordance with Section 3.3 of the Agreement and as described above under Exhibit “A” Scope of Services and the not to exceed fee of ONE HUNDRED TWENTY-EIGHT THOUSAND SEVEN HUNDRED SIX DOLLARS AND NINETY-EIGHT CENTS ($128,706.98).

Original Agreement

Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
14 Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
15 First Amendment
A. Compensation Schedule
Description Not-to-Exceed Amount
Technology Master Plan Services (Original Agreement) $96,906.98 IT Policy Assistance $15,000.00
Performing Arts Center Audio Engineering Assessment $16,800.00 Docusign Envelope ID: 898976B6-2D4F-8CA4-8286-5A3C4745480E Item: 11
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Title: Citywide Technology Master Plan
16 Total Contract Compensation $128,706.98

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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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/1/2026
DEPARTMENT: City Manager
SUBJECT:

ANNUAL REVIEW OF DEVELOPMENT AGREEMENTS
RECOMMENDED ACTION(S):

1. Conduct the annual review of Development Agreements between the City of Lake Forest (“City”) and the following parties:
a. USA Portola Properties, LLC (“Baldwin”);
b. Lennar Homes (“Lennar”); and,
c. Toll Brothers West, Inc. (“Toll Brothers”)

2. Find that Baldwin, Lennar, and Toll Brothers are each in good faith compliance with respective Development Agreements.

EXECUTIVE SUMMARY:

State law and the terms of the City’s Development Agreements (“DA”) require the City to conduct an annual review of active DAs for compliance with respective terms and conditions. "Good faith compliance" is established if the developer complies with every term and condition of its DA.

In conjunction with the City Attorney's Office, staff reviewed each of the DAs relative to the activity that occurred during the previous Fiscal Year (“FY”) to assess compliance. This report provides (1) a summary of the development activities associated with each developer through FY 2025-26 and (2) review of the obligations associated with each active DA.

Staff found that the three active DAs with Baldwin, Lennar, and Toll Brothers, are in good faith compliance with the terms of their respective DA.

Summary of Active Development Agreements
Project Developer Approved
Units
Units
Issued/
Completed
Progress Compliance
Status
Portola
Center
Baldwin 362 275 76% In
Compliance
Serrano
Summit
Lennar 537 537 100% In
Compliance
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Project Developer Approved
Units
Units
Issued/
Completed
Progress Compliance
Status
The
Meadows
Toll
Brothers
663 663 100% In
Compliance
Total 1,562 1,475 All in
Compliance
The DAs enable the City to recover costs incurred in conducting the annual review process. The total cost associated is divided among the participating developers based on each developer’s proportional share as established by the DAs. Staff will notify each of the developers of their assigned reimbursement amount upon completion of the review.

BACKGROUND:

Under Government Code Section 65865.1, the City must conduct an annual review of its DAs. During the review period, a property owner is required to establish good faith compliance with the terms and conditions of their DA. If the City Council finds and determines that the owner is not in good faith compliance, the City may terminate or modify the DA.

The City Council approved DAs with property owners in the Opportunities Studies Area dating back to 2008. Since 2009, the City Council has conducted annual reviews of active DAs. During these reviews, the City Council found that each developer was in good faith compliance with its respective DA requirements and obligations. Table 1 outlines completed developments and corresponding final DA reviews. Those listed below are no longer subject to the annual DA review.

Table 1: Completed Developments
Developer Final DA Review
KB Homes (Whisler Trust DA) 2013
Brookfield 2016
Trumark 2018
Shea/Baker Ranch Associates 2019
Toll Brothers (Parkside) 2019
Meritage Homes 2019
KB Homes (Portola Center Project) 2022
Landsea 2023
Shea Homes 2024
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DISCUSSION:

This report includes the annual review of DAs active during FY 2025-26. The DAs require that the City notify the respective owners in writing at least 60 days prior to the date scheduled for annual review. Staff provided written notice of annual review to property owners on July 1, 2026. This DA review includes the following developers and related development projects:

1. Baldwin Portola Center

2. Lennar Serrano Summit

3. Toll Brothers The Meadows
Current development is in various stages, and the requirement of each DA varies based on site-specific conditions or other timing factors associated with each development project. The following narrative outlines each development project and the total number of units, completion status through FY 2025-26, and compliance status with their DA.

A. Portola Center – Baldwin
Portola Center totals nearly 196 acres, bifurcated by Glenn Ranch Road east to west, Saddleback Ranch Road north, and Portola Oaks Drive south. The City Council previously approved the development of single-family and multi-family homes, a mixed-use building with senior affordable apartments and commercial retail space, public and private neighborhood parks, and public trails at Portola Center.

Staff reviewed Baldwin’s Portola Center DA obligations and determined the developer remains in compliance with the DA. As of June 30, 2026, all permits within Portola Center Northwest have been finalized. Construction activity remains focused on the Northeast planning area, where 136 of the 223 approved single-family units have been issued permits. The senior affordable housing and mixed-use project have been completed. Table 2 below outlines the status.

Table 2: Portola Center Development Status
Planning
Area
Approved
Units
Units Issued Percent
Complete
Status
Northwest 81 81 100% Complete
Northeast 223 136 61% Under
Construction
Senior
Affordable/
Retail
58 58 100% Complete
Total Baldwin 362 275 76% Active
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B. Serrano Summit – Lennar
Lennar’s Serrano Summit development is located south of Commercentre Drive, off of Serrano Summit Drive and Civic Center Drive, adjacent to the Civic Center.

It consists of single family detached, single family attached, and multifamily residential development.

Staff reviewed Lennar's DA obligations and determined the developer remains in good faith compliance with the agreement. All residential units approved within Serrano Summit have been issued permits and completed. As the project is complete, no further review is required in future years.

Table 3: Serrano Summit Development Status
Project Approved
Units
Units Issued Percent
Complete
Status
Serrano
Summit
537 537 100% Complete
C. The Meadows – Toll Brothers
The Meadows is a 122-acre, master planned development located at the southeast corner of Rancho and Bake Parkways. The development was approved by the City Council in 2020, allowing up to 776 units, a school site, parks, and open space. However, in March 2023, Saddleback Valley Unified School District (“SVUSD”) declined the school site. The developer has received approval for The Sequoias, a 57-unit single-family residential neighborhood.

Staff reviewed Toll Brothers’ DA obligations and determined the developer remains in good faith compliance with the agreement. Residential development and associated affordable housing obligations have been substantially completed in accordance with the DA.

Table 4: The Meadows Development Status
Approved Units Units Issued % Complete Compliance
Status
663 663 100% In Compliance
Escalation of City Fees and Credits
Under the DAs, the City is required to review and apply an annual fee adjustment to the costs of specified City fees and credits on July 1 of each year. The DA between Baldwin and the City provides that the annual adjustment is based on the Engineering News-Record (“ENR”) Building Cost Index for the Los Angeles Item: 12
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Area, while the DA between Toll Brothers and the City provides that the adjustment is based on the change in the Consumer Price All Urban Index. There is no increase in the applicable fees from the prior year to the current year for either DA.

Subject to the City Council's final determination that the developers are in good faith compliance with their respective DAs, staff would provide each landowner with a letter confirming the City's completion of the annual review process. In addition, the DAs require developers to share in the cost of conducting the annual review. For this review period, the cost of the DA review totaled approximately $776. Staff will calculate each developer's pro-rated share based upon the total number of units approved within each DA and bill this amount to the developers.

FISCAL IMPACT:

There is no fiscal impact to the City associated with the review of the DAs. As specified in the DAs, the landowners will reimburse the City for costs associated with the preparation of the DA review.

ATTACHMENTS:

None.

Initiated By: Adrian Grijalva, Economic Development/Housing Manager Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
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CITY COUNCIL AGENDA REPORT
MEETING DATE: 9/01/2026
DEPARTMENT: Finance
SUBJECT:

USER AND REGULATORY FEES UPDATE
RECOMMENDED ACTION(S):

1. Conduct the noticed public hearing.

2. Adopt a Resolution Entitled: A RESOLUTION OF THE CITY COUNCIL OF

THE CITY OF LAKE FOREST, CALIFORNIA, ESTABLISHING UPDATED

FEES, AND CHARGES FOR VARIOUS MUNICIPAL SERVICES
EXECUTIVE SUMMARY:

The City of Lake Forest (“City”) periodically reviews its Master Fee Schedule to ensure user and regulatory fees remain aligned with the reasonable cost of providing City services. The last comprehensive User and Regulatory Fee Study (“Fee Study”) was completed in April 2024.

In Fiscal Year 2025-26, the City engaged ClearSource Financial Consulting (“ClearSource”) to update the City's cost-of-service analysis and evaluate existing user and regulatory fees (Attachment 3). The study evaluated 789 fees and charges. Approximately 41% of the fees are proposed to remain unchanged, decrease, or increase by no more than 5% or $10. Other recommended changes include modifications to existing fee structures, the removal or consolidation of existing fees, updates to reflect current costs of service, and the establishment of new fees for certain services. An illustration of the current Master Fee Schedule and the proposed changes is attached (Attachment 2).

Based on historical service volumes, implementation of the proposed Master Fee Schedule is estimated to generate approximately $185,000 in additional annual General Fund revenue, increasing estimated annual fee revenue from approximately $3.9 million to $4.1 million, or approximately 4.7%. The additional revenue reflects increased recovery of existing costs currently supported by the General Fund. Following the noticed public hearing, staff recommend adoption of the proposed Resolution updating the Master Fee Schedule (Attachment 1), with the updated fees effective November 2, 2026.

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4 2
2 3
BACKGROUND:

The City periodically conducts a comprehensive review of its user and regulatory fees to ensure that fees remain aligned with the reasonable cost of providing City services. The last comprehensive Fee Study was completed in April 2024. In Fiscal Year 2025-26, the City engaged ClearSource to update the City's cost-of- service analysis and evaluate the City's existing user and regulatory fees based on current service delivery and costs.

User and regulatory fees are generally charged for services that are requested by, or primarily benefit, an individual person or entity, rather than the community as a whole. Examples include development application review, building permits, inspections, facility rentals, and certain licenses and permits.

Services for which a city imposes a user or regulatory fee are typically provided as a result of an individual person or entity's action, request, or behavior. Except in cases where there is a broader public benefit generated by the City's involvement in the individual activity, a fee for service helps ensure that the individual bears most, if not all, of the cost incurred by the City to provide that service. When a fee targets 100%, or full cost recovery, the individual bears the entirety of the estimated reasonable cost of providing the service. When a fee targets less than full cost recovery, another City revenue source, most commonly the General Fund, subsidizes a portion of the activity.

Industry best practice, and California statute, are consistent in providing that user and regulatory fees should be set according to the estimated reasonable cost of service and should bear a fair and reasonable relationship to the payer’s burdens on, or benefits received from, the activities and services provided by the City.

Ongoing review and adjustment of fees helps preserve General Fund revenues for services and activities available to the broader community, allows fees to keep pace with changes in the cost of providing services, and reduces the likelihood of significant fee increases that may occur when fees remain unchanged for an extended period. Periodic review also provides consistency for fee payers, City staff, and policymakers, and helps ensure that fee revenues continue to support established service levels.

The Fee Study examined user and regulatory fees associated with the following:

1. Building and Safety, including permitting for new construction and modifications to existing structures;

2. Planning, including entitlement review and review for compliance with the City's zoning requirements;
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4 2
2 3

3. Community Preservation, including massage establishment permitting and appeals, shopping cart containment, and property impound fees;

4. Engineering and Inspection Services, including land development review and encroachment permitting; and,

5. Culture, Leisure, and Recreation Services, including recreation programming and sports park and facility rentals.

The Fee Study did not examine Development Impact Fees, taxes, assessments, fines, or penalties. These items are subject to different approval requirements or are not subject to the same cost-of-service limitations as the user and regulatory fees examined as part of this study and were therefore excluded from its scope.

DISCUSSION:

The proposed fees are intended to comply with applicable federal, state, and local laws. This includes providing confirmation that the proposed fees and charges are not a tax as defined in Article 13C of the California Constitution, and that the proposed fees are no more than necessary to cover the reasonable costs of the City’s activities and services addressed in the fees. Additionally, the manner in which the costs are allocated to a payor bears a fair and reasonable relationship to the payor’s burdens on, or benefits received from, the activities and services provided by the City.

Nearly every service for which a fee is imposed can be illustrated as follows (Graphic 1), contrasting the components of the full cost of service, which is the maximum fee amount justified, against the local agency’s goals for cost recovery:

Graphic 1: Fee-Based Cost Recovery
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4 2
2 3
Cost recovery targets vary based on the nature of the service and the extent to which the service provides an individual or broader community benefit.

Development-related services generally support higher cost recovery targets because the services are initiated by, and primarily benefit, an individual applicant. Other services, including certain recreation programs and facility uses, may appropriately recover a lower percentage of costs where the City has established a policy objective to provide a broader community benefit. The graphic below (Graphic 2) illustrates the anticipated cost recovery levels by service area if the proposed Fee Study and updated Master Fee Schedule are adopted.

Graphic 2: Cost Recovery %
The Fee Study evaluated 788 individual fees and charges within the City's Master Fee Schedule. Of the fees evaluated, 324, or approximately 41%, are proposed to remain unchanged, decrease, or increase by no more than 5% or $10. The remaining proposed changes include adjustments to reflect the current cost of providing services, modifications to existing fee structures, new fees for services not separately identified in the current Master Fee Schedule, and the removal or consolidation of existing fees (Table 1).

Of the 788 fees evaluated, 203 existing fee lines are proposed to be removed or consolidated. These changes largely reflect efforts to simplify and reorganize the Master Fee Schedule and better align the fee structure with how City services are currently provided, rather than the elimination of the underlying City services.

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2 3
Table 1: Proposed Fee Changes
Proposed Fee Change Total Share
Fees Proposed to Remain Unchanged, Decrease, or Increase by up to 5% or $10
324 41.1%
Fee Structure Modifications (May Result in Increase or Decrease) 62 7.9% Fees Proposed to Increase by More than 5% 165 20.9%
New Fees 34 4.3%
Fees Proposed to be Removed or Consolidated 203 25.8%
Total 789 100.0%

While the proposed Master Fee Schedule includes changes across multiple service areas, several of the more significant changes are summarized below (Table 2). The complete proposed Master Fee Schedule, including all individual fee changes, is included as Attachment 2.

Table 2: Significant Changes
Fee Area Significant Changes
Estimated
Annual
Revenue
Impact
Planning
Appeal deposit for CEQA-related applications added;
certain deposits and fixed fees restructured; obsolete
fees removed.

Engineering
& Inspection
Certain grading fees moved from Building and Safety
to Engineering; fees updated to reflect the current cost of service; overnight work and inspection fee added.
$185,000
combined
annual
increase1
Building &
Safety
Existing fees consolidated and restructured; minimum
fees added for certain standalone inspections;
common permit types added or separately identified,
including kitchen and bathroom remodels, EV
chargers, panel upgrades, water heaters, SolarAPP+,
and window and door alterations.

No increase
Culture,
Leisure &
Recreation
Facility rental rates and user classifications updated; certain deposits and rental provisions revised. No increase Community
Preservation Group Home Permit added. No increase
1Total annual fee revenue is estimated to increase from approximately $3.9 million to $4.1 million, or 4.7%.

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2 3
Implementation
Following the noticed public hearing, the City Council may adopt the proposed Master Fee Schedule per the attached resolution, or modify individual fees as appropriate. Adopting the Master Fee Schedule requires a supermajority, or four- fifths vote of the City Council per Lake Forest Municipal Code Section 3.03.030.

If adopted, the updated fees would become effective November 2, 2026.

FISCAL IMPACT:

Assuming historical patterns in the volume and types of services provided by the City continue, staff anticipate implementation of the proposed fee adjustments would increase General Fund revenue by approximately $185,000 annually. The additional revenue is not intended to fund new or expanded services; rather, it would offset existing costs of providing services that are recoverable through user and regulatory fees.

ATTACHMENTS:

1. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE FOREST,

CALIFORNIA, ESTABLISHING UPDATED FEES, AND CHARGES FOR

VARIOUS MUNICIPAL SERVICES

2. Illustration of Current and Proposed Fees

3. Fee Study Report
Initiated By: Amy Lewis, Assistant Director of Finance
Submitted By: Keith Neves, Assistant City Manager
Approved By: Debra Rose, City Manager
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Attachment1
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WHEREAS, under the police power granted by Article XI, Section 7 of the California Constitution, cities may impose fees, charges and rates for certain municipal services; and
WHEREAS, it is the intention of the City Council that these fees, charges, and deposits shall cover up to, but not exceed, the estimated reasonable cost of providing the service for which the fee is charged; and
WHEREAS, based upon the evidence provided, the City Council hereby determines the fees established in Exhibit "A", attached hereto and incorporated herein reasonably cover, but do not exceed, the reasonable cost of providing the service for which the fee is charged; and

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE FOREST,

CALIFORNIA, DOES HEREBY RESOLVE, DETERMINE, FIND AND ORDER AS FOLLOWS:

Section 1. The Recitals provided above are true and correct and are hereby incorporated into this Resolution.

Section 2. The schedule of fees and fines attached to this Resolution as Exhibit "A", which is incorporated herein by reference, is hereby approved and adopted.

Pursuant to Lake Forest Municipal Code Section 3.03.030, a supermajority, or four- fifths of the City Council have approved the adoption, establishment, or increase of fees provided in Exhibit "A". Upon adoption of this Resolution, any newly adopted fees and fines or adjustments to existing fees and fines shall take effect on November 2, 2026.

The fees, charges, and fines shall remain in effect until amended by the City Council.

Section 3. The updated fees, charges, and fines shall be incorporated into the City’s existing Master Fee Schedule. Incorporating these fees into the fee schedule will allow for the fees to be considered with future comprehensive user and regulatory fee updates. The City’s existing master fee schedule is amended as expressly provided by this resolution but shall otherwise remain in effect.

Section 4. The documents and materials associated with this Resolution that constitute the record of proceedings on which these findings are based are located at Item: 13
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Lake Forest City Hall, 100 Civic Center Drive, Lake Forest, California 92630. The City Clerk is the custodian of the record of proceedings.

Section 5. The City Clerk shall attest as to the adoption and execution of this Resolution and cause the same to be maintained in the permanent records of the City.

PASSED, APPROVED AND ADOPTED this 1st day of September 2026 by the following vote, to wit:

_____________________
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 1st day of September 2026 by the following vote, to wit:

AYES: COUNCIL MEMBERS
NOES: COUNCIL MEMBERS
ABSENT: COUNCIL MEMBERS
ABSTAIN: COUNCIL MEMBERS

_____________________

THY MERRITT

CITY CLERK
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Exhibit A [ATTACH UPDATED FEES BEHIND THIS PAGE]
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Master Schedule of Fees
Item: 13
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Services / Activities / Subject Matter Page
PLANNING FEES 1
ENGINEERING FEES 4
BUILDING AND SAFETY FEES 6
COMMUNITY PRESERVATION FEES 18
RECREATION FEES 19
SKATEPARK RENTAL FEES 22
SPORTS PARK ROOM RENTAL FEES 23
COMMUNITY CENTER RENTAL FEES 24
PERFORMING ARTS CENTER RENTAL FEES 25
CLUBHOUSE RENTAL FEES 26
LIABILITY INSURANCE REVIEW/PURCHASE FEES 27
ELECTRIC VEHICLE CHARGING STATION FEES 28
PARKING PERMIT FEES 29
ADMINISTRATIVE FEES 30
FINANCE FEES 31
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE 32 City of Lake Forest
Master Fee Schedule
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City of Lake Forest

PLANNING FEES
Fee Charge Basis Note
1 Accessory Dwelling Unit (ADU) Permits $802 fixed fee 2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment $344 fixed fee b) Multiple Addresses - Change of Addresses / New Assignment $3,000 deposit c) Street Name Assignment $3,000 deposit
3 Adult Business License
a) Adult Business License $2,290 fixed fee
b) Performer License $229 fixed fee
4 Appeal
a) Appeal to Planning Commission $1,500 Base Fee, plus
$5,000 deposit to cover
attorney and consultant
costs
fixed fee, plus pass-
through
[a]
b) Appeal to City Council $1,500 Base Fee, plus
$5,000 deposit to cover
attorney and consultant
costs
fixed fee, plus pass-
through
[a]
c) Appeal to City Council Associated with Projects/Applications that Include CEQA Review Component
$15,000 deposit
5 Area Plan $12,000 deposit
6 Changed Plan
a) Administrative Review $1,145 fixed fee
b) Planning Commission Review $3,000 deposit
7 Determination of Public Convenience or Necessity $3,000 deposit 8 Development Agreement $12,000 deposit
9 Donation Collection Box (DCB) Permit
a) Permit Application $458 fixed fee
b) Permit Renewal $229 fixed fee
10 Entertainment Permit
a) Entertainment Permit $458 fixed fee
b) Entertainment Permit - Renewal $458 fixed fee
11 Environmental Review (Initial Study/Neg Dec./EIR, etc.) Deposit TBD T&M plus 15% admin fee
deposit
12 Eucalyptus Tree Cutting Permit $0 (No Charge) no charge 13 Feature Plan $12,000 deposit
14 General Plan Amendment $12,000 deposit
15 Noise Standard Deviation Application Review $916 fixed fee 16 Orange County Fire Authority Permit Administrative Fee $57 fixed fee 17 Outdoor Vending Permit
a) Initial $916 fixed fee
b) Renewal $344 fixed fee
18 Peer-Reviewed Technical Studies Deposit TBD
T&M plus 15% admin fee
deposit
Activity Description
1 Item: 13
159

City of Lake Forest

PLANNING FEES
Fee Charge Basis NoteActivity Description
19 Planned Sign Program
a) Planned Sign Program (Administrative Review) $2,500 deposit b) Planned Sign Program (Planning Commission Review) $6,000 deposit 20 Planning Review for Building Permits - Residential (per submittal) $38 fixed fee 21 Planning Review for Building Permits - Non-Residential (per submittal) $57 fixed fee 22 Pre-Application $5,000 deposit
23 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
$600 deposit [b]
24 Review of By-Right Multi-family Residential Project $3,000 deposit [c] 25 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.) a) Agricultural Sales $229 fixed fee
b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) $229 fixed fee 26 Site Development Permit
a) Administrative Review $3,000 deposit [d]
b) Planning Commission Review $7,500 deposit [d]
c) Not Exempt from CEQA and/or substantial construction $12,000 deposit [d] 27 Special Event Permit Application Review $573 fixed fee 28 Specific Plan $12,000 deposit
29 Temporary Outdoor Promotion Permit Application Review $229 fixed fee 30 Temporary Promotional Wall Banner Permit
a) Non-Commercial $0 (No Charge) fixed fee
b) Commercial $115 fixed fee
31 Tentative Map
a) Tentative Parcel Map (TPM) $9,000 deposit
b) Tentative Tract Map (TTM) $12,000 deposit
c) Revised TPM / TTM $6,000 deposit
32 Use Permit
a) Minor $3,000 deposit
b) Major $7,500 deposit
c) Not Exempt from CEQA and/or substantial construction $12,000 deposit 33 Variance $6,000 deposit
34 Wireless Communication Facilities (WCF) Permit (per WCF) $1,145 fixed fee 35 Zone Change $12,000 deposit
36 Zoning/Property Information Letter
a) Zoning/Property Information Letter - Basic $401 fixed fee [e] b) Zoning/Property Information Letter - Comprehensive $916 Fixed Fee 2 Item: 13
160

City of Lake Forest

PLANNING FEES
Fee Charge Basis NoteActivity Description
37 Hourly Rate for Deposit Based Services and Planning Services Not Otherwise Listed In This Fee Schedule

a) Planning (In-House and Contract Service Planning) $229 per hour b) Engineering/Inspection In-House Development Review $222 per hour c) Building and Safety Development Review $197 per hour d) City Clerk Development Review $97 per hour
e) City Manager Development Review $196 per hour
f) Community Services Development Review $209 per hour g) Finance Development Review $149 per hour
h) IT / GIS Development Review $135 per hour
i) Community Preservation Development Review $114 per hour j) Police / Law Enforcement Development Review direct pass-through to vendor
per hour [f]
k) Contract Services (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
per hour
[c] Requires review of Objective Design Standards, Affordability Covenant, Applicable State Codes/Laws. [d] As determined by the Director of Development Services. [e] Requests for basic property information include up to 1.75 hours of staff time. [f] Pass-through of Orange County Sheriff Department hourly billing rate for staff support. [b] No fee applies for first two hours. For discussions requiring more than two total hours of staff consultation, a deposit account shall be opened.

Full Cost Deposits for Multiple Applications
When more than one Full Cost application is submitted, the sum total of the initial full cost deposit amount for all submitted applications can be reduced by 25%.
[a] City fee for in-house support will be fixed at $1,500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. contract Planning, City Attorney, etc.).
3 Item: 13
161

City of Lake Forest

ENGINEERING FEES
Fee Charge Basis Note
1 Map Checking $5,000 deposit
2 Lot Line Adjustments $5,000 deposit
3 Improvement Plan Check and Inspection $5,000 deposit 4 Grading Plan Check and Inspection $5,000 deposit
5 Encroachment Permit Inspection (Annual) $5,000 deposit 6 Easement Plan Check $5,000 deposit
7 Water Quality Management Plan $5,000 deposit
8 General Encroachment Permit (for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days $777 fixed fee
b) Each Additional Day $333 fixed fee
9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
$1,500 deposit [a]
10 Encroachment Permit - Minor Traffic Control Review
(per page; per sheet)

a) 1st page; 1st sheet $222 fixed fee
b) Each Additional page/sheet $111 fixed fee
11 Retroactive Permit for Front Yard Improvements in City Right-of-Way (behind sidewalk)
$0 (No Charge) no charge [b]
12 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee
$222 plus Deposit fixed fee plus deposit
13 Sidewalk Vending Permit
a) Initial $222 fixed fee
b) Renewal $111 fixed fee
14 Transportation Permit
a) Single Trip $16 fixed fee [c]
b) Annual $90 fixed fee [c]
15 Commercial Vending Vehicles Permit
a) Initial $222 fixed fee
b) Renewal $111 fixed fee
16 Expand the Forest $125 fixed fee [d]
17 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee fixed fee 18 Miscellaneous Public Works Support Services - Hourly Rate for Deposit Based Services and Public Works Services Not Otherwise Listed in this Fee Schedule

a) Public Works In-House Land Development Review and Permit Processing $222 per hour b) Night Work $266 per hour, 4 hr minimum
c) Contract Service Support (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
per hour
Activity Description
4 Item: 13
162

City of Lake Forest

ENGINEERING FEES
Fee Charge Basis NoteActivity Description
[c] Fee amount represents 50% of City permit processing costs. [d] Fee is intended to mirror amounts established by State of California.

Note: Deposit amounts listed are typical minimum amounts. The City reserves the right to request a higher deposit based on complexity of project or frequency of inspections needed.
[a] General encroachment work includes any activity within the public right of way. Fixed fee permit applies to typical utility work with standard WATCH manual traffic control. More complex work requiring additional plan check/traffic control, plan review, testing, and/or inspection, requires a deposit. [b] The City may reserve a 2 to 3 foot City easement for utilities or other purposes behind the sidewalk (in front yard) but typically the easement is rarely used.
5 Item: 13
163

City of Lake Forest

BUILDING AND SAFETY FEES

NEW CONSTRUCTION - NEW SHELL OR NEW BUILDING WITH INSIDE IMPROVEMENT Intake /
Processing Plan Check Permit Total Note
New Construction (New Shell or New Building with Inside Improvement) For Occupancy Groups:

A - Assembly, all categories
B - Business, all categories
E - Educational
H - High Hazard
I - Institutional
M - Mercantile
L - Laboratories
1 Construction 0 to 5000 square feet $197 $2,170 $4,143 $6,511 2 Construction 5001 to 10000 square feet $237 $3,354 $6,116 $9,707 3 Construction 10001 to 15000 square feet $276 $4,143 $7,695 $12,115 4 Construction 15001 to 25000 square feet $316 $5,525 $10,260 $16,100 5 Each additional 1000 square feet $30 $395 $789 $1,213 F- Factory
S- Storage
6 Construction 0 to 5000 square feet $197 $1,381 $2,960 $4,538 7 Construction 5001 to 10000 square feet $227 $1,776 $3,551 $5,554 8 Construction 10001 to 15000 square feet $256 $2,170 $4,143 $6,570 9 Construction 15001 to 25000 square $286 $2,762 $5,327 $8,376 10 Each additional 1000 square feet $30 $197 $395 $622
R-1 Residential, Hotels
R-4 Residential Care Facilities
11 Construction 0 to 5000 square feet $197 $2,170 $4,538 $6,906 12 Construction 5001 to 10000 square feet $237 $3,749 $7,300 $11,286 13 Construction 10001 to 15000 square feet $276 $4,538 $8,681 $13,496 14 Each additional 1000 square feet $30 $395 $789 $1,213 R-2 Multiple Family
15 Construction 0 to 5000 square feet $197 $1,973 $3,946 $6,116 16 Construction 5001 to 10000 square feet $237 $3,354 $6,708 $10,299 17 Construction 10001 to 15000 square feet $276 $4,538 $8,090 $12,904 18 Construction 15001 to 25000 square feet $316 $16,771 $9,865 $26,952 19 Each additional 1000 square feet $30 $197 $395 $622
Fee Description
6 Item: 13
164

City of Lake Forest

BUILDING AND SAFETY FEES

NEW CONSTRUCTION - NEW SHELL OR NEW BUILDING WITH INSIDE IMPROVEMENT Intake /
Processing Plan Check Permit Total NoteFee Description
R-3 Residential, One & Two Family Dwellings (New or Additions) 20 0 to 100 square feet $39 $296 $493 $829
21 101 to 500 square feet $49 $543 $888 $1,480
22 501 to 1000 square feet $69 $691 $1,184 $1,943
23 1001 to 2000 square feet $99 $1,184 $1,874 $3,157
24 Each additional 1000 square feet $30 $395 $691 $1,115 U - Utility - cell sites, miscellaneous
25 0 to 500 square feet $49 $493 $789 $1,332
28 501 to 5000 square feet $99 $987 $1,973 $3,058
29 5001 to 10000 square feet $148 $1,381 $2,368 $3,897
30 10001 to 15000 square feet $197 $1,776 $3,157 $5,130 31 15001 to 25000 square feet $247 $2,368 $4,538 $7,152 32 Each additional 500 square feet $30 $197 $395 $622
Carports
33 Open Carport Construction 0 to 500 square feet $49 $296 $493 $839 34 Open Carport Construction 501 to 5000 square feet $148 $691 $888 $1,726 35 Open Carport Construction 5001 to 10000 square feet $197 $987 $1,282 $2,466 36 Open Carport Construction 10001 to 15000 square feet $247 $1,085 $1,578 $2,910 37 Open Carport Construction 15001 to 25000 square feet $296 $1,282 $1,973 $3,551 38 Each additional 1000 square feet $30 $197 $395 $622
39 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*
a) Plumbing Fees 12% 12% 12% 12%
b) Electrical Fees 12% 12% 12% 12%
c) Mechanical Fees 12% 12% 12% 12%
* [a] Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule.
7 Item: 13
165

City of Lake Forest

BUILDING AND SAFETY FEES

ADDITIONAL FEE FOR AIR-CONDITIONING
Intake /
Processing Plan Check Permit Total Note
Additional Fee for Air-Conditioning
1 Commercial Construction 0 to 5000 square feet $0 $592 $592 $1,184 2 Commercial Construction 5001 to 10000 square feet $0 $839 $839 $1,677 3 Commercial Construction 10001 to 15000 square feet $0 $1,036 $1,036 $2,072 4 Commercial Construction 15001 to 25000 square feet $0 $1,529 $1,529 $3,058 5 Each additional 500 square feet $0 $197 $197 $395
6 Residential Construction any size $0 $543 $543 $1,085 Fee Description
8 Item: 13
166

City of Lake Forest

BUILDING AND SAFETY FEES

TENANT IMPROVEMENT
Intake /
Processing Plan Check Permit Total Note
Alteration / Tenant Improvement / Remodel
A-Assembly, all categories
B-Business, all categories
E-Educational
H- High Hazard
I- Institutional
M- Mercantile
L- Laboratories
1 0 to 5000 square feet $99 $789 $1,184 $2,072
2 5001 to 10000 square feet $118 $987 $1,578 $2,683
3 10001 to 15000 square feet $138 $1,184 $1,973 $3,295
4 Each additional 1000 square feet $20 $197 $296 $513
F- Factory
S- Storage
5 0 to 5000 square feet $99 $395 $789 $1,282
6 5001 to 10000 square feet $118 $592 $1,085 $1,795
7 10001 to 15000 square feet $138 $789 $1,480 $2,407
8 15001 to 25000 square feet $148 $1,184 $2,170 $3,502
9 Each additional 1000 square feet $20 $99 $148 $266
R-3 Residential, Remodels
10 0 to 500 square feet $39 $247 $493 $779
11 501 to 1000 square feet $59 $395 $691 $1,144
12 1001 to 1500 square feet $79 $493 $987 $1,559
13 1501 to 2500 square feet $118 $543 $1,085 $1,746
14 Each additional 1000 square feet $20 $99 $99 $217
15 Miscellaneous Construction Permit $0 $0 $148 $148
R-1, Hotels
R-4 Residential Care Facilities
16 0 to 5000 square feet $99 $789 $1,578 $2,466
17 5001 to 10000 square feet $118 $937 $2,368 $3,423
18 10001 to 15000 square feet $138 $1,677 $3,009 $4,824 19 Each additional 1000 square feet $20 $197 $296 $513
Fee Description
9 Item: 13
167

City of Lake Forest

BUILDING AND SAFETY FEES

TENANT IMPROVEMENT
Intake /
Processing Plan Check Permit Total NoteFee Description
R-2 - Multiple Family
20 0 to 5000 square feet $79 $641 $1,282 $2,003
21 5001 to 10000 square feet $99 $987 $1,776 $2,861
22 10001 to 15000 square feet $118 $1,282 $2,368 $3,769 23 15001 to 25000 square feet $158 $1,776 $3,354 $5,288 24 Each additional 1000 square feet $20 $197 $395 $612
U - Utility - cell sites, miscellaneous
25 0 to 500 square feet $59 $296 $493 $848
26 501 to 5000 square feet $99 $493 $789 $1,381
27 5001 to 10000 square feet $138 $641 $1,085 $1,865
28 10001 to 15000 square feet $158 $740 $1,381 $2,279
29 15001 to 25000 square feet $197 $888 $1,578 $2,664
30 Each additional 500 square feet $20 $99 $197 $316
31 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*
a) Plumbing Fees 12% 12% 12% 12%
b) Electrical Fees 12% 12% 12% 12%
c) Mechanical Fees 12% 12% 12% 12%
* [a] Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule.
10 Item: 13
168

City of Lake Forest

BUILDING AND SAFETY FEES

ELECTRICAL PERMIT FEES
Intake /
Processing Plan Check Permit Total Note
Electrical Fee Schedule
1 Service meter $0 $39 $99 $138
2 Self-Contained Factory-Wired Appliances $0 $20 $39 $59 3 Radiant Ceiling Heat (per room) $0 $20 $39 $59
4 Outlets, Light Fixtures, Switches
a) 1 to 20 $0 $20 $49 $69
b) 21 to 50 $0 $30 $79 $109
c) 51 to 100 $0 $39 $138 $178
d) Additional Outlets, Lights Fixtures, Switches - Each group of 50
$0 $20 $79 $99
5 Power Apparatus
a) 1 to 10 (HP< KW, KVA) $0 $30 $49 $79
b) 11 to 50 (HP< KW, KVA) $0 $39 $79 $118
c) 51 to 100 (HP< KW, KVA) $0 $69 $138 $207
d) Above 100 (HP< KW, KVA) $0 $79 $158 $237
6 Sign transformer (each) $0 $0 $59 $59
7 Each additional sign's transformer $0 $0 $20 $20
8 Service and Switchboard Sections less than 600 V and amps $0 $39 $99 $138 9 Less than 600 volts: 601 to 1000 amps $0 $59 $138 $197 10 Less than 600 volts: Over 1000 amps $0 $79 $178 $256 11 Over 600 volt rating (all amperages) $0 $99 $197 $296 12 Sub panel less than 200 amps $0 $39 $99 $138
13 Sub panel more than 200 amps $0 $49 $118 $168
14 Time Clock, Each $0 $20 $30 $49
15 Misc. Electrical Inspection (per half hour, minimum one half hour)
$0 $0 $99 $99
16 Under floor Ducts, per 100 ft. or fraction thereof $0 $20 $30 $49 17 Busway, for trolley & plug-in type busway each 100 ft. $0 $20 $49 $69 18 Residential main panel upgrade/replacement $0 $0 $227 $227 19 Residential EV outlet/wall charger $0 $20 $99 $118
20 Commercial EV charger
a) Up to 4 chargers $49 $395 $395 $839
b) Each additional charger $10 $79 $99 $187
21 Yard electrical line extension $0 $0 $99 $99
22 Minimum Electrical Inspection - Residential $0 $0 $148 $148 23 Minimum Electrical Inspection - Non- Residential $0 $0 $395 $395 Fee Description
11 Item: 13
169

City of Lake Forest

BUILDING AND SAFETY FEES

MECHANICAL PERMIT FEES
Intake /
Processing Plan Check Permit Total Note
Mechanical Fee Schedule
1 Cooling / Heating unit (each) - Residential $0 $0 $69 $69 2 Cooling / Heating unit (each) - Non-Residential $0 $49 $148 $197 3 Ventilating fan (each) $0 $20 $39 $59
4 Ventilating system (each) $0 $30 $59 $89
5 Hood with attached fan and ducts
a) Residential $0 $0 $49 $49
b) Commercial $0 $49 $158 $207
6 Commercial incinerator installation or relocation $0 $79 $197 $276 7 Cooling/reheating coil, electric strip heater $0 $20 $39 $59 8 Incidental gas piping $0 $30 $69 $99
9 Appliance vents $0 $20 $39 $59
10 Duct Work (each 10 inlets/outlets) $0 $20 $39 $59
11 Boiler, compressor, absorption system
a) 5 HP, 100KBTU $0 $39 $79 $118
b) More than 5 HP or 100 KBTU $0 $69 $128 $197
12 Minimum Mechanical Inspection - Residential $0 $0 $148 $148 13 Minimum Mechanical Inspection - Non- Residential $0 $0 $395 $395 Fee Description
12 Item: 13
170

City of Lake Forest

BUILDING AND SAFETY FEES

PLUMBING PERMIT FEES
Intake /
Processing Plan Check Permit Total Note
Plumbing Fee Schedule
1 Gas Piping system (Group of 1-5 outlets) $0 $30 $59 $89 2 Sewer/drain line, seepage pit, septic tank, sewer cap $0 $39 $79 $118 3 Private sewer disposal system $0 $49 $118 $168
4 Each Plumbing Fixture $0 $10 $30 $39
5 Yard water, gas, sewer lines extension (each line) $0 $0 $99 $99 6 Gas regulator each $0 $20 $30 $49
7 Gas service $0 $39 $69 $108
8 Temp work w/gas service residential $0 $39 $69 $108
9 Temp work w/gas service commercial $0 $49 $89 $138
10 Minimum Plumbing Inspection - Residential $0 $0 $148 $148 11 Minimum Plumbing Inspection - Non-Residential (T/I) $0 $0 $395 $395 12 Repipe $0 $0 $197 $197
Fee Description
13 Item: 13
171

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Intake /
Processing Plan Check Permit Total Note
Miscellaneous Fees
Plan Review
1 Accessibility Plan Review (Minimum) $0 $247 $0 $247
2 Energy Plan Review New Residential Building $0 $247 $0 $247 3 Energy Plan Review New Nonresidential Building $0 $296 $0 $296 4 Energy Plan Review Residential Addition and/or Alteration $0 $148 $0 $148 5 Energy Plan Review Tenant Improvement $0 $247 $0 $247 6 Energy Plan Review Electrical Only $0 $197 $0 $197
7 Energy Plan Review Plumbing Only $0 $197 $0 $197
8 Energy Plan Review Mechanical Only $0 $197 $0 $197
9 Geotechnical Report Review (Minimum) $0 $197 $0 $197
10 Accessibility Inspection (Minimum) $0 $0 $197 $197
11 Residential MEP review (Minimum) $0 $99 $0 $99
Other Fees
12 Permit Issuance Fee (Applies to All Permits) $0 $0 $49 $49 13 Permit Revision Processing Fee (Minimum fee, Time &
Materials)
$49 $0 $0 $49
14 Appeal Board Application $194 per hour with $700 deposit 15 Awning/Canopy (Supported by Building) $20 $197 $256 $474 16 Balcony/Deck - Addition/Repair $20 $335 $434 $789
17 Carport
a) First $39 $256 $345 $641
b) Each Additional $0 $39 $99 $138
18 Certificate of Occupancy
a) Temporary Certificate of Occupancy (per 30 Days) $0 $0 $197 $197 b) Certificate of Occupancy $0 $0 $197 $197
19 Change of Contractor $0 $0 $99 $99
20 Commercial Miscellaneous Structures (e.g. Flagpoles, Spray Booths, Tanks, Equipment Foundations, Fountain Structures, Trash Enclosures, Light poles, etc.)
$39 $395 $493 $927
Fee Description
14 Item: 13
172

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Intake /
Processing Plan Check Permit Total NoteFee Description
21 Fences
a) Six to eight feet in height
i) First 100 linear feet $20 $197 $276 $493
ii) Each additional 100 linear feet, or fraction thereof $0 $0 $39 $39 b) Over eight feet in height
i) First 100 linear feet $49 $247 $345 $641
ii) Each additional 100 linear feet, or fraction thereof $0 $0 $39 $39 22 Fireplace $0 $197 $296 $493
23 Kitchen Remodel
a) Kitchen Remodel - Minor $0 $49 $296 $345
b) Kitchen Remodel - Major $0 $49 $444 $493
24 Bathroom Remodel
a) First Full Bathroom $0 $49 $395 $444
b) Each Additional Full Bathroom $0 $39 $247 $286
c) Half Bathroom $0 $49 $197 $247
d) Bathroom Layout modification or wall partition removal $0 $0 $79 $79 25 Backyard Improvements
a) Gas, Electrical, water, sewer lines extension (each) $0 $0 $99 $99 26 Remove/Re-Install roof mounted PV panels $0 $20 $99 $118 27 Geotechnical Engineering T&M, plus 15% admin fee
28 Patio Cover/Porch
a) With Calculations $20 $296 $335 $651
b) Without Calculations / Pre engineered $0 $99 $296 $395 c) Entry Porch - Less than 200 SF $0 $99 $187 $286
d) City standard Design $0 $49 $237 $286
29 Partition $0 $138 $256 $395
30 Pool / Spa
a) Swimming Pool / Spa $0 $345 $789 $1,135
b) Water Feature $0 $49 $99 $148
c) Pool / Spa Remodel $0 $197 $395 $592
d) Pool Equipment Change-out $0 $49 $197 $247
15 Item: 13
173

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Intake /
Processing Plan Check Permit Total NoteFee Description
31 Re-Roof
a) Without calculations
i) Up to 2,000 square feet $0 $0 $247 $247
ii) Each additional 1,000 square feet or fraction thereof $0 $0 $49 $49 b) With calculations
i) Up to 2,000 square feet $0 $99 $247 $345
ii) Each additional 1,000 square feet or fraction thereof $0 $0 $49 $49 32 Retaining Wall 3 to 6 feet high
a) First 100 Linear Feet $20 $197 $345 $562
b) Each additional 100 Linear Feet, or fraction thereof $0 $39 $79 $118 33 Retaining wall more than 6 feet high
a) First 100 Linear Feet $30 $247 $444 $720
b) Each additional 100 Linear Feet, or fraction thereof $0 $39 $79 $118 34 Seismic Retrofit 25% of Tenant Improvement Fees
a) Seismic Retrofit - Residential $0 $158 $296 $454
b) Seismic Retrofit - Non-Residential (Minimum) $49 $395 $592 $1,036 35 Signs (per sign)
a) Wall Mounted and reface $0 $59 $118 $178
b) Monument Signs - New Foundation $0 $197 $247 $444
36 New Skylight $0 $49 $99 $148
37 Windows/doors retrofit (up to 10 items) $0 $20 $158 $178 a) Each additional 10 items $0 $0 $49 $49
38 Fenestration alteration with framing modification (Minimum) $0 $49 $197 $247 39 Residential Solar Photovoltaic System
a) roof mounted PV system < 15 KW $0 $85 $300 $385 [a]
b) roof mounted PV system > 15 KW (each KW over 15) $0 $0 $15 $15 [a] c) ESS with single battery paired with the PV system $20 $49 $79 $148 d) Each additional battery $0 $20 $39 $59
e) Additional EV Charging (Electric Vehicle) $0 $20 $99 $118 f) SolarAPP+ approved PV and ESS system $0 $0 $385 $385 40 Commercial Solar Photovoltaic System
a) 50kW or less $0 $350 $580 $930 [b]
b) > 50kW – 250kW – per each kW above 50kW $0 $0 $7 $7 [b] c) Above 250kW – per each kW above 250kW $0 $0 $5 $5 [b] d) ESS paired with the PV system (each battery) $39 $158 $237 $434 41 Storage Racks (Commercial)
a) First 200 linear feet $39 $395 $552 $987
b) Each additional 100 linear feet $0 $49 $89 $138
16 Item: 13
174

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Intake /
Processing Plan Check Permit Total NoteFee Description
42 Stucco Application
a) First 500 square feet $0 $39 $197 $237
b) Each additional 500 square feet $0 $0 $20 $20
43 Temporary Trailer $0 $0 $197 $197
44 Water Heater Change-Out
a) Residential $0 $0 $148 $148
b) Non-Residential $0 $99 $197 $296
45 Other Fees and Charges
a) Miscellaneous Plan Check (per hour) $0 $0 $197 $197
b) Miscellaneous Inspection (per hour) $0 $0 $197 $197
c) Re-Inspection, Missed Inspection (each - After 3
missed/failed inspections)
$0 $0 $197 $197 [c]
d) Phased Inspection (per half hour) $0 $0 $99 $99 [d]
e) After Hours Inspection (per hour; 4-hour minimum) $0 $0 $237 $237 f) Preliminary Plan Review (per hour) $0 $197 $0 $197
g) Excess Plan Review (per hour) $0 $197 $0 $197 [e]
h) Plan Check Revisions (per hour) $0 $197 $0 $197
i) Construction Site Stormwater Compliance inspections for small sites less than 1 acre of land disturbance area (per hour)
$0 $0 $197 $197
j) Construction Site Stormwater Compliance inspections for sites equal or greater than 1 acre of land disturbance area (deposit-based)
T&M with $5,000 deposit
46 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee [c] Re-inspection fee applies after 2nd re-inspection (i.e. applicable at 3rd re-inspection). [d] Fee is per phased inspection. Fee is in addition to base applicable permit and plan check fees. [e] Excess plan review fee applies after 3rd review (i.e. applicable at 4th plan review). [a] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450. Fees in excess of these amounts require written findings and resolution or ordinance. [b] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
17 Item: 13
175

City of Lake Forest

COMMUNITY PRESERVATION FEES
Fee Charge Basis Note
1 Massage Establishment Permit Application
a) Initial $456 Fixed Fee
b) Renewal $456 Fixed Fee
2 Massage Establishment Appeal $456 Fixed Fee
3 Shopping Cart Containment Plan $342 Fixed Fee
4 Property Impound Fee
a) If a hauler is used $656 Fixed Fee
b) If no hauler is used $257 Fixed Fee
$3,000 Deposit 5 Group Homes Permit
Activity Description
18 Item: 13
176

City of Lake Forest

RECREATION FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 Non-Lighted
(Grass)
No Charge $2 Per Hour
Per Field
$15 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$50 Per Hour
Per Field
2 Lighted - (Grass) No Charge $8 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$45 Per Hour
Per Field
$50 Per Hour
Per Field
$70 Per Hour
Per Field
3 Non-Lighted
(Synthetic)
No Charge $4 Per Hour
Per Field
$20 Per Hour
Per Field
$25 Per Hour
Per Field
$30 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$55 Per Hour
Per Field
4 Lighted - (Synthetic) No Charge $10 Per Hour
Per Field
$35 Per Hour
Per Field
$40 Per Hour
Per Field
$45 Per Hour
Per Field
$50 Per Hour
Per Field
$55 Per Hour
Per Field
$75 Per Hour
Per Field
5 Tournament Rates No Charge $400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$400
Per Field
$500
Per Field
6 Other Tournament
Fees
No Charge
7 Other Field
Preparation Fees
No Charge $50 Per Field;
Per Game
$50 Per Field;
Per Game
$50 Per Field;
Per Game
$50 Per Field;
Per Game
$50 Per Field;
Per Game
$50 Per Field;
Per Game
$50 Per Field;
Per Game
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 One Court No Charge $15 Per Hour $25 Per Hour $35 Per Hour $35 Per Hour $50 Per Hour $65 Per Hour $75 Per Hour 2 Full Court No Charge $15 Per Hour $50 Per Hour $70 Per Hour $70 Per Hour $100 Per Hour $130 Per Hour $150 Per Hour 3 Tournament Rates No Charge $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $150 Per Hour $200 Per Hour 4 Other Gymnasium
Tournament Fees
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Group 8 1 Half Court No Charge $5 Per Hour $8 Per Hour $10 Per Hour $13 Per Hour $15 Per Hour $20 Per Hour $25 Per Hour 2 Full Court No Charge $10 Per Hour $15 Per Hour $20 Per Hour $25 Per Hour $30 Per Hour $40 Per Hour $50 Per Hour * Rentals are subject to availability based on Director or designee review.

Hourly Sports Field User Rates
$500 Trash/Janitorial (Per Two Day Tournament)
$500 Field Prep Fee (Baseball/Softball) Per Day
Hourly Gymnasium User Rates
$500 Trash/Janitorial (Per Two Day Tournament)
Hourly Outdoor Basketball User Rates - Sports Park
19 Item: 13
177

City of Lake Forest

RECREATION FEES
1 2
3 4
5 6
7 8
Group 7 - Commercial entities or organizations located in Lake Forest .

Group 8 - Commercial entities or organizations not located in Lake Forest .

Group 1 - Recreation activities sponsored or conducted by the City of Lake Forest.

Group 2 - Non-profit youth sports leagues open to the public with an "everyone plays" philosophy and a minimum of ninety (90) percent of participants being Lake Forest Residents and activities sponsored or conducted by Saddleback Unified School District.

Group 3 - Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.

Group 4 - Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.

Group 5 - Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.

Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.

Overview of User Groups
20 Item: 13
178

City of Lake Forest

RECREATION FEES
# Description
Non-Profit Organization / Lake
Forest Resident Non-Resident / Commercial User Group Fee 1 Adult Softball Team Fee $500 Per Team $550 Per Team n/a 2 Athletic Field / Gymnasium Vendor Fees $25 Per Tournament $50 Per Tournament n/a 3 Open Gym Daily Program Fee $5 Per Participant; Per Session $10 Per Participant; Per Session n/a 4 Open Gym Yearly Program Fee $120 Yearly Pass $240 Yearly Pass n/a 5 Open Gym ID Card Replacement Fee $10 Per Lost Card $10 Per Lost Card n/a 6 Adult Basketball Team Fee $300 $350 n/a
7 Skatepark Annual Membership $50 Per Person $100 Per Person n/a 8 Skatepark Quarterly Membership $15 Per Person $30 Per Person n/a 9 Skatepark Day Pass $5 Per Participant $10 Per Participant n/a 10 Skatepark ID Card Replacement Fee $10 Per Lost Card $10 Per Lost Card n/a 11 Kids Factory Participant Enrollment Fee [a] $860 per year; $430 per semester
n/a n/a
12 Park/Gazebo Reservations for Groups of 50 or Less
a) Baker Ranch and Sports Park $100 Per Rental $200 Per Rental n/a b) All Others $50 Per Rental $150 Per Rental n/a
13 Special Event Park Permit for Groups of 51 - 250
People
$250 per rental,
plus $500 cleaning deposit
$500 per rental,
plus $500 cleaning deposit
n/a
14 Special Event Park Permit for Groups of More than 250 People (Commons - Sports Park)
$500 per rental,
plus $1,000 cleaning deposit
$1,000 per rental,
plus $1,000 cleaning deposit
n/a
15 Film Fee TBD - Based on Director
Approval and Project Type
TBD - Based on Director
Approval and Project Type
n/a
# Description Offense Outcome
First Offense Warning to User Group
Second Offense $20 per Field Penalty
Third Offense $35 per Field Penalty and
Potential Loss of Future Field
Time
[a] Payable on a monthly basis by request.

Assigned Field/Gymnasium Time "No Show" Policy Outcome and Fees 1 Assigned Field/Gymnasium Time "No Show" Policy
Outcome and Fees
21 Item: 13
179

City of Lake Forest

SKATEPARK RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Skatepark No Charge $100 $100 $125 $150 $175 $225 $500 1 2
3 4
5 6
7 Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Skatepark Hourly Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Group 2: Resident Non-Profit Organization - Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.
22 Item: 13
180

City of Lake Forest

SPORTS PARK ROOM RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Small Meeting Room No Charge No Charge $25 $30 $45 $50 $60 $100 2 Large Meeting Room No Charge No Charge $45 $60 $75 $100 $120 $200 1 2
3 4
5 6
7 # Description Fee
1 TV/DVD $25
2 Podium No Charge
Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Additional Rental Fees (Per Use)
* See Sports Park and Recreation Center Facility Use Policy for rental requirements/procedures and other miscellaneous use fees.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Sports Park Room Rental Fees (Per Hour)
Overview of User Groups
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Group 2: Resident Non-Profit Organization - Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party. 23 Item: 13
181

City of Lake Forest

COMMUNITY CENTER RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit Occupants 1 Sequoia (3 Rooms) No Charge $185 $250 $310 $495 $620 $775 $500 1,124 2 Redwood plus Oak /
Eucalyptus (2 Rooms)
No Charge $125 $165 $205 $330 $415 $495 $250 742
3 Eucalyptus No Charge $75 $105 $130 $205 $260 $310 $200 382 4 Oak No Charge $75 $105 $130 $205 $260 $310 $200 373
5 Redwood No Charge $75 $105 $130 $205 $260 $310 $200 369 6 Maple No Charge $50 $60 $70 $85 $95 $115 $50 60
7 Hickory No Charge $30 $40 $50 $60 $70 $95 $50 32
8 Palm No Charge $25 $35 $45 $55 $65 $90 $50 24
9 Spruce No Charge $20 $30 $40 $50 $60 $75 $50 18
10 Cypress No Charge $20 $30 $40 $50 $60 $75 $50 16
11 Courtyard No Charge $50 $75 $105 $155 $205 $260 $200 223 12 Turf Area
(Center of Campus)
No Charge $50 $75 $105 $155 $205 $260 $200
13 Kitchen No Charge $10 $20 $25 $35 $40 $50 $200
1 2
3 4
5 6
7 # Description Fee
1 Dance Floor $400
2 LCD Projector $100
3 TV/DVD $25
4 American Flag No Charge
5 Easel No Charge
6 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $35 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Other Fees, If Applicable
Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Audio and Visual Equipment Fees
Group 2: Resident Non-Profit Organization - Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Community Center Hourly Rental Fees (Per Hour)
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee Overview of User Groups
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents. 24 Item: 13
182

City of Lake Forest

PERFORMING ARTS CENTER RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Dressing Room Only No Charge $100 $100 $125 $150 $175 $225 $500 2 Stage Area Only No Charge $125 $125 $150 $175 $200 $250 $500 3 Stage & Lobby Area No Charge $150 $150 $175 $200 $225 $275 $500 4 Storage Use No Charge $50 per day $50 per day $50 per day $50 per day $50 per day $50 per day 1 2
3 4
5 6
7 # Description Fee
1 Piano $100 per day
2 Lapel Mics $100
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $35 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Group 7: Commercial entities or organizations not located in Lake Forest.

Equipment Fees
Other Fees, If Applicable
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Group 2: Resident Non-Profit Organization - Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Overview of User Groups
Performing Arts Center Hourly Rental Fees (Per Hour)
Discounted Rate for Rehearsal Use
Rentals for Rehearsal Use Only Will be 50% of Hourly Rate Listed Above Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee 25 Item: 13
183

City of Lake Forest

CLUBHOUSE RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Multipurpose Rm. No Charge $120 $160 $200 $320 $400 $480 $200 2 Kitchen No Charge $10 $20 $25 $35 $40 $50 $200
3 Outdoor Patio Area No Charge $50 $75 $100 $150 $200 $250 $200 1 2
3 4
5 6
7 # Description Fee
1 LCD Projector $100
2 TV/DVD $25
3 American Flag No Charge
4 Easel No Charge
5 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $35 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Other Fees, If Applicable
Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Audio and Visual Equipment Fees
Group 2: Resident Non-Profit Organization - Resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Clubhouse Hourly Rental Fees (Per Hour)
Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee Overview of User Groups
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents. 26 Item: 13
184

City of Lake Forest

LIABILITY INSURANCE REVIEW/PURCHASE FEES
Fee Charge Basis Note
1 Liability Insurance Review/Purchase on Behalf of Applicant a) Actual Cost of Insurance Actual Cost pass-through
b) Plus, City Administrative Fee $50 fixed fee
Activity Description
27 Item: 13
185

City of Lake Forest

ELECTRIC VEHICLE CHARGING STATION FEES
Fee Charge Basis Note
1 Electric Vehicle Charging Stations
a) Base Charging Rate $0.48 per kWh
b) Hourly Rate for vehicles occupying charging station after being fully charged
$6.00 per hour
Activity Description
28 Item: 13
186

City of Lake Forest

PARKING PERMIT FEES
Fee Charge Basis Note
1 Parking Permit
a) Resident Parking Permit $20 per year [a]
b) Oversized Commercial Vehicle Parking Permit $40 per year c) Recreational Vehicle Parking Permit $0 (No Charge) no charge d) Commercial Passenger Van (e.g. Sprinter Van) Parking Permit $0 (No Charge) no charge e) Guest Parking (Online) $0 (No Charge) no charge
[a] Fee amount represents 50% of City permit processing costs.

Activity Description
29 Item: 13
187

City of Lake Forest

ADMINISTRATIVE FEES
Fee Charge Basis Note
1 Passport Fee
a) Photos $10.00 Fixed Fee
b) Execution $35.00 Fixed Fee [a]
2 Notary Fee $15.00 Per Signature [b]
3 Records Retention / Imaging Fee
a) Permits $5.00 Each
b) Plans
i) Base Fee $10.00 Each
ii) Plus, per page Fee $1.60 Per Page
4 Public Meeting Audio / Digital Copy $20.00 Fixed Fee 5 Photocopying
a) First Copy $0.75 Fixed Fee
b) Each Additional Copy to 99 $0.15 Fixed Fee
c) 100 to 299 Copies $15.00 Deposit
d) 300+ Copies $45.00 Deposit
6 Requests Requiring Special Programming / Formatting Actual Cost Deposit 7 Map Duplication
a) Oversized Copies Actual Cost Deposit
8 Appeal of Citation/Fine Issued for Water Quality Offense $500, plus $2,500 deposit to cover attorney and
consultant costs
Fixed Fee, plus pass-
through
[c]
9 Witness / Subpoena Fees
a) Witness Fee
i) Employees $275.00 Per Day [d]
ii) Mileage Fees (per mile, each way) $0.20 Per Mile [d] b) Subpoena Fee $15.00 Fixed Fee [d]
10 Fair Political Practices Commission
a) Research Records $5.00 Per hour [a]
b) Reproduction of Records $0.10 Per page [a]
11 Ballot Initiative Petition Processing Fee $200.00 Each [b] 12 Candidates Statements of Qualifications $25.00 Each [b] 13 Certification of Records $1.00 Per Document
14 Postage, If Applicable Actual Cost Per Mailing [e]
[e] City will charge actual postage costs upon request for mailing.

Activity Description
[a] This fee is intended to mirror the fee authorized by the US Government. If the US Government updates this fee subsequent to the adoption of this schedule, this fee shall be presumed to reflect the updated amount. In the case of a discrepancy, the fee amount authorized by the US Government shall supersede the amount listed above.
[b] Fee set by State. Fee intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law. [c] City fee for in-house support will be fixed at $500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. City Attorney, etc.).[d] Conforms to California Government Code Section 68096.1. Witness fees paid at tender of subpoena plus full cost that City incurs in terms of salary and traveling expenses for employee.
30 Item: 13
188

City of Lake Forest

FINANCE FEES
Fee Charge Basis Note
1 Non-Sufficient Funds Transaction $25 per transaction 2 Credit Card Transaction Fee per transaction [a]
[a] Fee only applies when vendor service collects a transaction fee for credit card processing.

Activity Description
31 Direct pass-through to
vendor
Item: 13
189

City of Lake Forest

VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE Fee Charge Basis Note
1 Removal, Impound, Storage or Release of Vehicles
a) Due to driving without a license or with a suspended or revoked license $174 each b) Pursuant to other specific Vehicle Code violations $174 each 2 Responding to False Alarm Fee (Businesses and Residents) a) First and Second Response $0 (No Charge) each
b) Third and Subsequent Responses $209 each
Activity Description
* These fees are intended to mirror fees authorized by the Orange County Sheriff's Department (OCSD). OCSD provides police services to the City of Lake Forest, under contract. If OCSD updates fees subsequent to the adoption of this schedule, this schedule shall be presumed to reflect updated amounts.

In the case of discrepancies, fee amounts authorized by OCSD shall supersede the amounts listed above. 32 Item: 13
190

Attachment2
Item: 13
191

Illustration of Current and Proposed Fees
Item: 13
192

Services / Activities / Subject Matter Page
PLANNING FEES 1
ENGINEERING FEES 5
BUILDING AND SAFETY FEES 7
COMMUNITY PRESERVATION FEES 31
RECREATION FEES 32
SKATEPARK RENTAL FEES 35
SPORTS PARK ROOM RENTAL FEES 36
COMMUNITY CENTER RENTAL FEES 37
PERFORMING ARTS CENTER RENTAL FEES 38
CLUBHOUSE RENTAL FEES 39
LIABILITY INSURANCE REVIEW/PURCHASE FEES 40
ELECTRIC VEHICLE CHARGING STATION FEES 41
PARKING PERMIT FEES 42
ADMINISTRATIVE FEES 43
FINANCE FEES 45
VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE 46 City of Lake Forest

ILLUSTRATION OF CURRENT FEES AND PROPOSED FEES
Item: 13
193

City of Lake Forest

PLANNING FEES
Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Accessory Dwelling Unit (ADU) Permits $687 $802 $115 fixed fee Y 2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment $294 $344 $50 fixed fee Y b) Multiple Addresses - Change of Addresses / New Assignment $3,000 $3,000 $0 deposit N c) Street Name Assignment $3,000 $3,000 $0 deposit N
3 Adult Business License
a) Adult Business License $1,963 $2,290 $327 fixed fee Y b) Performer License $196 $229 $33 fixed fee Y
4 Appeal
a) Appeal to Planning Commission $1,500 Base Fee, plus
$5,000 deposit to cover
attorney and consultant
costs
$1,500 Base Fee, plus
$5,000 deposit to cover
attorney and consultant
costs
$0 fixed fee, plus pass-
through
[a] N
b) Appeal to City Council $1,500 Base Fee, plus
$5,000 deposit to cover
attorney and consultant
costs
$1,500 Base Fee, plus
$5,000 deposit to cover
attorney and consultant
costs
$0 fixed fee, plus pass-
through
[a] N
c) Appeal Hearing Fee $85
c) Appeal to City Council Associated with Projects/Applications that Include CEQA Review Component
$15,000 n/a - new deposit
5 Area Plan $12,000 $12,000 $0 deposit N
6 Changed Plan
a) Administrative Review $981 $1,145 $164 fixed fee Y
b) Planning Commission Review $3,000 $3,000 $0 deposit N Cyber Café License Fee
a) Permit Application $393
b) Permit Renewal $196
7 Determination of Public Convenience or Necessity $3,000 $3,000 $0 deposit N 8 Development Agreement $12,000 $12,000 $0 deposit N
9 Donation Collection Box (DCB) Permit
a) Permit Application $393 $458 $65 fixed fee Y
b) Permit Renewal $196 $229 $33 fixed fee Y
Activity Description
1 Item: 13
194

City of Lake Forest

PLANNING FEES
Current Fee Proposed Fee Change Charge Basis Note CPI AdjustActivity Description 10 Entertainment Permit
a) Entertainment Permit $393 $458 $65 fixed fee Y
b) Entertainment Permit - Renewal $393 $458 $65 fixed fee Y 11 Environmental Review (Initial Study/Neg Dec./EIR, etc.) Deposit TBD T&M plus 15% admin fee
Deposit TBD
T&M plus 15% admin fee
deposit N
12 Eucalyptus Tree Cutting Permit $0 (No Charge) $0 (No Charge) $0 no charge N 13 Feature Plan $12,000 $12,000 $0 deposit N
14 General Plan Amendment $12,000 $12,000 $0 deposit N 15 Noise Standard Deviation Application Review $785 $916 $131 fixed fee Y 16 Orange County Fire Authority Permit Administrative Fee $49 $57 $8 fixed fee Y 17 Outdoor Vending Permit
a) Initial $785 $916 $131 fixed fee Y
b) Renewal $294 $344 $50 fixed fee Y
18 Peer-Reviewed Technical Studies Deposit TBD
T&M plus 15% admin fee
Deposit TBD
T&M plus 15% admin fee
deposit N
19 Planned Sign Program
a) Planned Sign Program (Administrative Review) $2,500 $2,500 $0 deposit N b) Planned Sign Program (Planning Commission Review) $6,000 $6,000 $0 deposit N 20 Planning Review for Building Permits - Residential (per submittal) n/a -new $38 n/a - new fixed fee N 21 Planning Review for Building Permits - Non-Residential (per submittal) n/a -new $57 n/a - new fixed fee N 22 Pre-Application $4,000 $5,000 $1,000 deposit N
23 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
$600 $600 $0 deposit [b] N
24 Review of By-Right Multi-family Residential Project $3,000 $3,000 $0 deposit [c] N 25 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.) a) Agricultural Sales $196 $229 $33 fixed fee Y
b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) $196 $229 $33 fixed fee Y 26 Site Development Permit
a) Administrative Review $3,000 $3,000 $0 deposit [d] N b) Planning Commission Review $6,000 $7,500 $1,500 deposit [d] N c) Not Exempt from CEQA and/or substantial construction $12,000 $12,000 $0 deposit [d] N 2 Item: 13
195

City of Lake Forest

PLANNING FEES
Current Fee Proposed Fee Change Charge Basis Note CPI AdjustActivity Description 27 Special Event Permit Application Review $491 $573 $82 fixed fee Y 28 Specific Plan $12,000 $12,000 $0 deposit N
29 Temporary Outdoor Promotion Permit Application Review $196 $229 $33 fixed fee Y 30 Temporary Promotional Wall Banner Permit
a) Non-Commercial $0 (No Charge) $0 (No Charge) $0 fixed fee N b) Commercial $98 $115 $17 fixed fee Y
31 Tentative Map
a) Tentative Parcel Map (TPM) $9,000 $9,000 $0 deposit N b) Tentative Tract Map (TTM) $12,000 $12,000 $0 deposit N c) Revised TPM / TTM $6,000 $6,000 $0 deposit N
32 Use Permit
a) Minor $3,000 $3,000 $0 deposit N
b) Major $6,000 $7,500 $1,500 deposit N
c) Not Exempt from CEQA and/or substantial construction $12,000 $12,000 $0 deposit N 33 Variance $6,000 $6,000 $0 deposit N
34 Wireless Communication Facilities (WCF) Permit (per WCF) $981 $1,145 $164 fixed fee Y 35 Zone Change $12,000 $12,000 $0 deposit N
36 Zoning/Property Information Letter
a) Zoning/Property Information Letter - Basic $343 $401 $58 fixed fee [e] Y b) Zoning/Property Information Letter - Comprehensive $750 $916 $166 Deposit Fixed Fee Y Credit Card Transaction Fee 3% - direct pass-through to vendor
3 Item: 13
196

City of Lake Forest

PLANNING FEES
Current Fee Proposed Fee Change Charge Basis Note CPI AdjustActivity Description 37 Hourly Rate for Deposit Based Services and Planning Services Not Otherwise Listed In This Fee Schedule

a) Planning (In-House and Contract Service Planning) $196 $229 $33 per hour Y b) Engineering/Inspection In-House Development Review $189 $222 $33 per hour Y c) Building and Safety Development Review $150 $197 $47 per hour Y d) City Clerk Development Review $163 $97 ($66) per hour Y e) City Manager Development Review $184 $196 $12 per hour Y f) Community Services Development Review $218 $209 ($9) per hour Y g) Finance Development Review $125 $149 $24 per hour Y h) IT / GIS Development Review $125 $135 $10 per hour Y i) Community Preservation Development Review $130 $114 ($16) per hour Y j) Police / Law Enforcement Development Review $143 direct pass-through to vendor
per hour [f] N
k) Contract Services (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
T&M plus 15%
administrative fee
per hour N
[a] City fee for in-house support will be fixed at $1,500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. contract Planning, City Attorney, etc.). [b] No fee applies for first two hours. For discussions requiring more than two total hours of staff consultation, a deposit account shall be opened. [c] Requires review of Objective Design Standards, Affordability Covenant, Applicable State Codes/Laws. [d] As determined by the Director of Development Services. [e] Requests for basic property information include up to 1.75 hours of staff time. [f] Pass-through of Orange County Sheriff Department hourly billing rate for staff support.

City of Lake Forest

ENGINEERING FEES
Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Map Checking $5,000 $5,000 $0 deposit N
2 Lot Line Adjustments $5,000 $5,000 $0 deposit N
3 Improvement Plan Check and Inspection $5,000 $5,000 $0 deposit N 4 Grading Plan Check and Inspection $5,000 $5,000 $0 deposit N 5 Encroachment Permit Inspection (Annual) $5,000 $5,000 $0 deposit N 6 Easement Plan Check $5,000 $5,000 $0 deposit N
7 Water Quality Management Plan $5,000 $5,000 $0 deposit N 8 General Encroachment Permit (for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days $662 $777 $115 fixed fee Y b) Each Additional Day $284 $333 $49 fixed fee Y
9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
$825 $1,500 $675 deposit [a] N
10 Encroachment Permit - Minor Traffic Control Review
(per page; per sheet)

a) 1st page; 1st sheet $190 $222 $32 fixed fee Y
b) Each Additional page/sheet $95 $111 $16 fixed fee Y 11 Retroactive Permit for Front Yard Improvements in City Right-of-Way (behind sidewalk)
$0 (No Charge) $0 (No Charge) $0 no charge [b] N
12 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee
$141 plus Deposit $222 plus Deposit $81 fixed fee plus deposit Y 13 Sidewalk Vending Permit
a) Initial $189 $222 $33 fixed fee Y
b) Renewal $95 $111 $16 fixed fee Y
14 Transportation Permit
a) Single Trip $16 $16 $0 fixed fee [c] N
b) Annual $90 $90 $0 fixed fee [c] N
15 Commercial Vending Vehicles Permit
a) Initial $189 $222 $33 fixed fee Y
b) Renewal $95 $111 $16 fixed fee Y
16 Expand the Forest $129 $125 ($4) fixed fee [d] Y
Activity Description
5 Item: 13
198

City of Lake Forest

ENGINEERING FEES
Current Fee Proposed Fee Change Charge Basis Note CPI AdjustActivity Description Credit Card Transaction Fee 3% - direct pass-through to vendor
17 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee 2x Permit Fee fixed fee N 18 Miscellaneous Public Works Support Services - Hourly Rate for Deposit Based Services and Public Works Services Not Otherwise Listed in this Fee Schedule

a) Public Works In-House Land Development Review and Permit Processing $189 $222 $33 per hour Y b) Night Work n/a - new $266 n/a - new per hour, 4 hr minimum Y c) Contract Service Support (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee
T&M plus 15%
administrative fee
per hour N
Note: Deposit amounts listed are typical minimum amounts. The City reserves the right to request a adjusted/higher deposit based on complexity of project or frequency of inspections needed. [b] Occasionally the The City has may reserved a 2 or to 3 foot City easement for utilities or other purposes behind the sidewalk (in front yard) but typically the easement is rarely used. [c] Fee is intended to mirror amounts established by State of California. [d] Cost per contract to replace trees can change if contract price varies. [a] General encroachment work includes any activity within the public right of way. Fixed fee permit applies to typical utility work with standard watch manual traffic control. More complex work requiring additional plan check/traffic control, plan review, testing, and/or inspection, requires a deposit. 6 Item: 13
199

City of Lake Forest

BUILDING AND SAFETY FEES

NEW CONSTRUCTION - NEW SHELL OR NEW BUILDING WITH INSIDE IMPROVEMENT Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI Adjust New Construction (New Shell or New Building with Inside Improvement) For Occupancy Groups:

Assembly - Restaurants, Bars, Nightclubs
Construction 0 to 5000 square feet $1,914 $3,555 $5,469 Construction 5001 to 10000 square feet $3,416 $6,344 $9,760 Each additional 1000 square feet $525 $976 $1,501
Assembly - All Other
Construction 0 to 5000 square feet $1,614 $2,997 $4,611 Construction 5001 to 10000 square feet $2,815 $5,229 $8,044 Construction 10001 to 15000 square feet $3,866 $7,181 $11,047 Construction 15001 to 25000 square feet $5,293 $9,829 $15,122 Each additional 1000 square feet $374 $697 $1,071
B - Business
Construction 0 to 5000 square feet $1,876 $3,486 $5,362 Construction 5001 to 10000 square feet $3,378 $6,274 $9,652 Construction 10001 to 15000 square feet $4,355 $8,087 $12,442 Construction 15001 to 25000 square $5,968 $11,085 $17,053 Each additional 1000 square feet $337 $627 $964
E, Business - Educational, Schools
Construction 0 to 5000 square feet $1,614 $2,997 $4,611 Construction 5001 to 10000 square feet $2,815 $5,229 $8,044 Construction 10001 to 15000 square feet $3,866 $7,181 $11,047 Construction 15001 to 25000 square $5,293 $9,829 $15,122 Each additional 1000 square feet $374 $697 $1,071
Fee Description
7 Item: 13
200

City of Lake Forest

BUILDING AND SAFETY FEES

NEW CONSTRUCTION - NEW SHELL OR NEW BUILDING WITH INSIDE IMPROVEMENT Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description H-5, HPM
Construction 0 to 5000 square feet $1,952 $3,625 $5,577 Construction 5001 to 10000 square feet $3,491 $6,484 $9,975 Construction 10001 to 15000 square ft. $4,429 $8,226 $12,655 Construction 15001 to 25000 square ft. $6,081 $11,294 $17,375 Each additional 1000 square feet $337 $627 $964
I-1, I-2 - Institutional, convalescent hospitals, nursing home Construction 0 to 5000 square feet $1,952 $3,625 $5,577 Construction 5001 to 10000 square feet $3,491 $6,484 $9,975 Construction 10001 to 15000 square ft. $4,429 $8,226 $12,655 Construction 15001 to 25000 square ft. $6,081 $11,294 $17,375 Each additional 1000 square feet $337 $627 $964
I-2, I-3, Institutional, hospital, restrained
Construction 0 to 5000 square feet $2,552 $4,740 $7,292 Construction 5001 to 10000 square feet $4,242 $7,878 $12,120 Construction 10001 to 15000 square feet $5,518 $10,248 $15,766 Construction 15001 to 25000 square feet $7,320 $13,595 $20,915 Each additional 1000 square feet $307 $571 $878
I-4, R-4, Institutional, day care facilities, assisted living facilities
Construction 0 to 5000 square feet $1,688 $3,137 $4,825 Construction 5001 to 10000 square feet $2,965 $5,507 $8,472 Construction 10001 to 15000 square feet $3,979 $7,390 $11,369 Construction 15001 to 25000 square $5,518 $10,248 $15,766 Each additional 1000 square feet $337 $627 $964
8 Item: 13
201

City of Lake Forest

BUILDING AND SAFETY FEES

NEW CONSTRUCTION - NEW SHELL OR NEW BUILDING WITH INSIDE IMPROVEMENT Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description Mercantile
Construction 0 to 5000 square feet $1,313 $2,439 $3,752 Construction 5001 to 10000 square feet $2,251 $4,182 $6,433 Construction 10001 to 15000 square feet $3,190 $5,926 $9,116 Each additional 1000 square feet $374 $697 $1,071
A - Assembly, all categories
B - Business, all categories
E - Educational
H - High Hazard
I - Institutional
M - Mercantile
L - Laboratories
1 Construction 0 to 5000 square feet varies $197 $2,170 $4,143 $6,511 Y 2 Construction 5001 to 10000 square feet varies $237 $3,354 $6,116 $9,707 Y 3 Construction 10001 to 15000 square feet varies $276 $4,143 $7,695 $12,115 Y 4 Construction 15001 to 25000 square feet varies $316 $5,525 $10,260 $16,100 Y 5 Each additional 1000 square feet varies $30 $395 $789 $1,213 Y F-1, F-2, H-1 thru 4, factory & industrial, hazard
Construction 0 to 5000 square feet $976 $1,812 $2,788
Construction 5001 to 10000 square feet $1,576 $2,928 $4,504 Construction 10001 to 15000 square feet $2,139 $3,973 $6,112 Construction 15001 to 25000 square $3,303 $6,134 $9,437 Each additional 1000 square feet $303 $565 $868
9 Item: 13
202

City of Lake Forest

BUILDING AND SAFETY FEES

NEW CONSTRUCTION - NEW SHELL OR NEW BUILDING WITH INSIDE IMPROVEMENT Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description S-1 or S-2 - Storage - Moderate/Low Hazard
Construction 0 to 5000 square feet $863 $1,603 $2,466
Construction 5001 to 10000 square feet $1,426 $2,649 $4,075 Construction 10001 to 15000 square feet $1,914 $3,555 $5,469 Construction 15001 to 25000 square feet $2,890 $5,368 $8,258 Each additional 1000 square feet $285 $529 $814
S-2, public garages
Construction 0 to 5000 square feet $788 $1,463 $2,251
Construction 5001 to 10000 square feet $1,313 $2,439 $3,752 Construction 10001 to 15000 square feet $1,764 $3,276 $5,040 Construction 15001 to 25000 square feet $2,665 $4,950 $7,615 Each additional 1000 square feet $273 $509 $782
F- Factory
S- Storage
6 Construction 0 to 5000 square feet varies $197 $1,381 $2,960 $4,538 Y 7 Construction 5001 to 10000 square feet varies $227 $1,776 $3,551 $5,554 Y 8 Construction 10001 to 15000 square feet varies $256 $2,170 $4,143 $6,570 Y 9 Construction 15001 to 25000 square varies $286 $2,762 $5,327 $8,376 Y 10 Each additional 1000 square feet varies $30 $197 $395 $622 Y R-1 Residential, Hotels
R-4 Residential Care Facilities
11 Construction 0 to 5000 square feet $1,727 $3,207 $4,934 $197 $2,170 $4,538 $6,906 $1,972 Y 12 Construction 5001 to 10000 square feet $3,078 $5,716 $8,794 $237 $3,749 $7,300 $11,286 $2,492 Y 13 Construction 10001 to 15000 square feet $4,091 $7,599 $11,691 $276 $4,538 $8,681 $13,496 $1,805 Y 14 Each additional 1000 square feet $374 $697 $1,072 $30 $395 $789 $1,213 $141 Y 10 Item: 13
203

City of Lake Forest

BUILDING AND SAFETY FEES

NEW CONSTRUCTION - NEW SHELL OR NEW BUILDING WITH INSIDE IMPROVEMENT Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description R-2 Multiple Family
15 Construction 0 to 5000 square feet $1,688 $3,137 $4,826 $197 $1,973 $3,946 $6,116 $1,290 Y 16 Construction 5001 to 10000 square feet $3,002 $5,577 $8,580 $237 $3,354 $6,708 $10,299 $1,719 Y 17 Construction 10001 to 15000 square feet $4,017 $7,460 $11,477 $276 $4,538 $8,090 $12,904 $1,427 Y 18 Construction 15001 to 25000 square feet $5,556 $10,318 $15,875 $316 $16,771 $9,865 $26,952 $11,077 Y 19 Each additional 1000 square feet $552 $627 $1,179 $30 $197 $395 $622 ($557) Y R-3 Residential, One & Two Family Dwellings (New or Additions) Masonry 0 to 2000 square feet $1,013 $1,882 $2,895
Each additional 1000 square feet $562 $1,045 $1,607
Wood Frame 0 to 100 square feet (for lofts) $123 $230 $353 Wood Frame 101 to 500 square feet (for lofts) $247 $459 $706 Wood Frame 501 to 1000 square feet (for lofts) $374 $697 $1,071 Wood Frame 1001 to 2000 square feet (for lofts) $750 $1,394 $2,144 Each additional 1000 square feet (for lofts) $413 $766 $1,179 20 Wood Frame 0 to 100 square feet $158 $292 $450 $39 $296 $493 $829 $379 Y 21 Wood Frame 101 to 500 square feet $323 $599 $922 $49 $543 $888 $1,480 $558 Y 22 Wood Frame 501 to 1000 square feet $487 $905 $1,393 $69 $691 $1,184 $1,943 $550 Y 23 Wood Frame 1001 to 2000 square feet $938 $1,742 $2,681 $99 $1,184 $1,874 $3,157 $476 Y 24 Each additional 1000 square feet $525 $976 $1,501 $30 $395 $691 $1,115 ($386) Y Basement - Semi-Finished $374 $697 $1,071
Basement - Unfinished $333 $620 $953
11 Item: 13
204

City of Lake Forest

BUILDING AND SAFETY FEES

NEW CONSTRUCTION - NEW SHELL OR NEW BUILDING WITH INSIDE IMPROVEMENT Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description U - Utility - cell sites, miscellaneous
25 Wood frame Construction 0 to 500 square feet $188 $348 $536 $49 $493 $789 $1,332 $796 Y 28 Wood frame Construction 501 to 5000 square feet $750 $1,394 $2,145 $99 $987 $1,973 $3,058 $913 Y 29 Wood frame Construction 5001 to 10000 square feet $1,201 $2,231 $3,432 $148 $1,381 $2,368 $3,897 $465 Y 30 Wood frame Construction 10001 to 15000 square feet $1,576 $2,928 $4,504 $197 $1,776 $3,157 $5,130 $626 Y 31 Wood frame Construction 15001 to 25000 square feet $2,365 $4,392 $6,757 $247 $2,368 $4,538 $7,152 $395 Y 32 Each additional 500 square feet $251 $466 $717 $30 $197 $395 $622 ($95) Y Masonry Construction 0 to 5000 square feet $788 $1,463 $2,251 Masonry Construction 5001 to 10000 square feet $1,276 $2,370 $3,646 Masonry Construction 10001 to 15000 square feet $1,764 $3,276 $5,040 Masonry Construction 15001 to 25000 square feet $2,627 $4,879 $7,506 Each additional 1000 square feet $262 $487 $749
Carports
33 Open Carport Construction 0 to 500 square feet $112 $208 $321 $49 $296 $493 $839 $518 Y 34 Open Carport Construction 501 to 5000 square feet $562 $1,045 $1,608 $148 $691 $888 $1,726 $118 Y 35 Open Carport Construction 5001 to 10000 square feet $900 $1,673 $2,574 $197 $987 $1,282 $2,466 ($108) Y 36 Open Carport Construction 10001 to 15000 square feet $1,238 $2,300 $3,539 $247 $1,085 $1,578 $2,910 ($629) Y 37 Open Carport Construction 15001 to 25000 square feet $1,764 $3,276 $5,041 $296 $1,282 $1,973 $3,551 ($1,490) Y 38 Each additional 1000 square feet $206 $383 $589 $30 $197 $395 $622 $33 Y 39 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees 12% 12% 12% 12% 12% 12% 12% 0% [a] N
b) Electrical Fees 12% 12% 12% 12% 12% 12% 12% 0% [a] N c) Mechanical Fees 12% 12% 12% 12% 12% 12% 12% 0% [a] N * [a] Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 12 Item: 13
205

City of Lake Forest

BUILDING AND SAFETY FEES

ADDITIONAL FEE FOR AIR-CONDITIONING
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change CPI Adjust
Additional Fee for Air-Conditioning
1 Commercial Construction 0 to 5000 square feet $232 $431 $664 $0 $592 $592 $1,184 $520 Y 2 Commercial Construction 5001 to 10000 square feet $330 $613 $944 $0 $839 $839 $1,677 $733 Y 3 Commercial Construction 10001 to 15000 square feet $413 $766 $1,179 $0 $1,036 $1,036 $2,072 $893 Y 4 Commercial Construction 15001 to 25000 square feet $600 $1,115 $1,715 $0 $1,529 $1,529 $3,058 $1,343 Y 5 Each additional 500 square feet $78 $146 $225 $0 $197 $197 $395 $170 Y 6 Residential Construction any size $213 $397 $611 $0 $543 $543 $1,085 $474 Y Fee Description
13 Item: 13
206

City of Lake Forest

BUILDING AND SAFETY FEES

TENANT IMPROVEMENT
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI Adjust Alteration / Tenant Improvement / Remodel
B-Business, all categories
Construction 0 to 5000 square feet $356 $662 $1,018
Construction 5001 to 10000 square feet $562 $1,045 $1,608 Construction 10001 to 15000 square feet $788 $1,463 $2,251 Construction 15001 to 25000 square feet $1,051 $1,952 $3,003 Each additional 1000 square feet $78 $146 $225
E-Educational
Construction 0 to 5000 square feet $337 $627 $964
Construction 5001 to 10000 square feet $525 $976 $1,501 Construction 10001 to 15000 square feet $750 $1,394 $2,145 Construction 15001 to 25000 square feet $1,013 $1,882 $2,895 Each additional 1000 square feet $78 $146 $225
H-5, HPM
Construction 0 to 5000 square feet $390 $725 $1,115
Construction 5001 to 10000 square feet $698 $1,296 $1,994 Construction 10001 to 15000 square ft. $886 $1,645 $2,531 Construction 15001 to 25000 square ft. $1,215 $2,259 $3,474 Each additional 1000 square feet $67 $124 $192
I-1, I-2 - Institutional, convalescent hospitals, nursing home I-4, R-4, Institutional, day care facilities, assisted living facilitiesConstruction 0 to 5000 square feet $390 $725 $1,115 Construction 5001 to 10000 square feet $698 $1,296 $1,994 Construction 10001 to 15000 square ft. $886 $1,645 $2,531 Construction 15001 to 25000 square ft. $1,215 $2,259 $3,474 Each additional 1000 square feet $67 $124 $192
Fee Description
14 Item: 13
207

City of Lake Forest

BUILDING AND SAFETY FEES

TENANT IMPROVEMENT
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description I-2, I-3, Institutional, hospital, restrained
Construction 0 to 5000 square feet $510 $948 $1,458
Construction 5001 to 10000 square feet $848 $1,575 $2,423 Construction 10001 to 15000 square feet $1,103 $2,049 $3,152 Construction 15001 to 25000 square feet $1,463 $2,718 $4,182 Each additional 1000 square feet $61 $114 $176
I-4, R-4, Institutional, day care facilities, assisted living facilitiesConstruction 0 to 5000 square feet $337 $627 $964 Construction 5001 to 10000 square feet $592 $1,101 $1,694 Construction 10001 to 15000 square feet $795 $1,478 $2,273 Construction 15001 to 25000 square $1,103 $2,049 $3,152 Each additional 1000 square feet $67 $124 $192
M - Mercantile
Construction 0 to 5000 square feet $282 $522 $804
Construction 5001 to 10000 square feet $413 $766 $1,179 Construction 10001 to 15000 square feet $562 $1,045 $1,608 Each additional 1000 square feet $71 $132 $203
A-Assembly, all categories
B-Business, all categories
E-Educational
H- High Hazard
I- Institutional
M- Mercantile
L- Laboratories
1 Construction 0 to 5000 square feet varies $99 $789 $1,184 $2,072 n/a 2 Construction 5001 to 10000 square feet varies $118 $987 $1,578 $2,683 n/a 3 Construction 10001 to 15000 square feet varies $138 $1,184 $1,973 $3,295 n/a 4 Each additional 1000 square feet varies $20 $197 $296 $513 n/a 15 Item: 13
208

City of Lake Forest

BUILDING AND SAFETY FEES

TENANT IMPROVEMENT
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description F-1, F-2, H-1 thru 4, factory & industrial, hazard
Construction 0 to 5000 square feet $195 $362 $557
Construction 5001 to 10000 square feet $315 $585 $900
Construction 10001 to 15000 square feet $427 $794 $1,222 Construction 15001 to 25000 square feet $661 $1,227 $1,888 Each additional 1000 square feet $60 $112 $173
S-1 or S-2 - Storage, all categories
Construction 0 to 5000 square feet $221 $411 $632
Construction 5001 to 10000 square feet $315 $585 $900
Construction 10001 to 15000 square feet $374 $697 $1,072 Construction 15001 to 25000 square feet $562 $1,045 $1,608 Each additional 1000 square feet $52 $97 $149
S-2, public garages
Construction 0 to 5000 square feet $158 $292 $450
Construction 5001 to 10000 square feet $262 $487 $749
Construction 10001 to 15000 square feet $353 $654 $1,008 Construction 15001 to 25000 square feet $533 $989 $1,522 Each additional 1000 square feet $54 $102 $157
F- Factory
S- Storage
5 Construction 0 to 5000 square feet varies $99 $395 $789 $1,282 n/a 6 Construction 5001 to 10000 square feet varies $118 $592 $1,085 $1,795 n/a 7 Construction 10001 to 15000 square feet varies $138 $789 $1,480 $2,407 n/a 8 Construction 15001 to 25000 square feet varies $148 $1,184 $2,170 $3,502 n/a 9 Each additional 1000 square feet varies $20 $99 $148 $266 n/a 16 Item: 13
209

City of Lake Forest

BUILDING AND SAFETY FEES

TENANT IMPROVEMENT
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description R-3 Residential, Remodels
10 0 to 500 square feet $153 $286 $440 $39 $247 $493 $779 $339 11 501 to 1000 square feet $229 $425 $654 $59 $395 $691 $1,144 $490 12 1001 to 1500 square feet $300 $557 $858 $79 $493 $987 $1,559 $701 13 1501 to 2500 square feet $446 $829 $1,275 $118 $543 $1,085 $1,746 $471 14 Each additional 1000 square feet $34 $63 $97 $20 $99 $99 $217 $120 15 Miscellaneous Construction Permit $64 $118 $182 $0 $0 $148 $148 ($34) R-1, R-2 Residential, Hotels, Multi-Family
R-4 Residential Care Facilities
16 Construction 0 to 5000 square feet $345 $641 $986 $99 $789 $1,578 $2,466 $1,480 17 Construction 5001 to 10000 square feet $615 $1,143 $1,759 $118 $937 $2,368 $3,423 $1,664 18 Construction 10001 to 15000 square feet $818 $1,519 $2,337 $138 $1,677 $3,009 $4,824 $2,487 19 Each additional 1000 square feet $75 $139 $214 $20 $197 $296 $513 $299 R-2 - Multiple Family
20 Construction 0 to 5000 square feet $221 $411 $632 $79 $641 $1,282 $2,003 $1,371 21 Construction 5001 to 10000 square feet $315 $585 $900 $99 $987 $1,776 $2,861 $1,961 22 Construction 10001 to 15000 square feet $374 $697 $1,072 $118 $1,282 $2,368 $3,769 $2,697 23 Construction 15001 to 25000 square feet $562 $1,045 $1,608 $158 $1,776 $3,354 $5,288 $3,680 24 Each additional 1000 square feet $52 $97 $149 $20 $197 $395 $612 $463 S-2, public garages
Construction 0 to 5000 square feet $158 $292 $450
Construction 5001 to 10000 square feet $262 $487 $749
Construction 10001 to 15000 square feet $353 $654 $1,008 Construction 15001 to 25000 square feet $533 $989 $1,522 Each additional 1000 square feet $54 $102 $157
17 Item: 13
210

City of Lake Forest

BUILDING AND SAFETY FEES

TENANT IMPROVEMENT
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description U - Utility - cell sites, miscellaneous
25 Wood frame Construction 0 to 500 square feet $37 $69 $106 $59 $296 $493 $848 $742 26 Wood frame Construction 501 to 5000 square feet $149 $278 $428 $99 $493 $789 $1,381 $953 27 Wood frame Construction 5001 to 10000 square feet $240 $446 $686 $138 $641 $1,085 $1,865 $1,179 28 Wood frame Construction 10001 to 15000 square feet $315 $585 $900 $158 $740 $1,381 $2,279 $1,379 29 Wood frame Construction 15001 to 25000 square feet $473 $878 $1,351 $197 $888 $1,578 $2,664 $1,313 30 Each additional 500 square feet $50 $92 $143 $20 $99 $197 $316 $173 Masonry Construction 0 to 5000 square feet $158.00 $292.00 $450.00 Masonry Construction 5001 to 10000 square feet $255.00 $474.00 $729.00 Masonry Construction 10001 to 15000 square feet $353.00 $654.00 $1,008.00 Masonry Construction 15001 to 25000 square feet $525.00 $976.00 $1,501.00 Each additional 1000 square feet $52.00 $97.00 $149.00
Open Carport Construction 0 to 500 square feet $22.00 $41.00 $64.00 Open Carport Construction 501 to 5000 square feet $112.00 $208.00 $321.00 Open Carport Construction 5001 to 10000 square ft. $179.00 $334.00 $514.00 Open Carport Construction 10001 to 15000 square ft. $247.00 $459.00 $707.00 Open Carport Construction 15001 to 25000 square ft. $353.00 $654.00 $1,008.00 Each additional 1000 square feet $41.00 $76.00 $117.00
31 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:* a) Plumbing Fees 12% 12% 12% 12% 12% 12% 12% 0%
b) Electrical Fees 12% 12% 12% 12% 12% 12% 12% 0%
c) Mechanical Fees 12% 12% 12% 12% 12% 12% 12% 0%
* [a] Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 18 Item: 13
211

City of Lake Forest

BUILDING AND SAFETY FEES

ELECTRICAL PERMIT FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change CPI Adjust
Electrical Fee Schedule
1 Service meter $21 $38 $59 $0 $39 $99 $138 $79 Y
2 Self-Contained Factory-Wired Appliances $13 $24 $38 $0 $20 $39 $59 $21 Y 3 Radiant Ceiling Heat (per room) $9 $17 $27 $0 $20 $39 $59 $32 Y 4 Outlets, Light Fixtures, Switches
a) 1 to 20 $1 $1 $2 $0 $20 $49 $69 n/a Y
b) 21 to 50 n/a $0 $0 $0 $30 $79 $109 n/a Y
c) 51 to 100 n/a $0 $0 $0 $39 $138 $178 n/a Y
d) Additional Outlets, Light Fixtures, Switches - Each group of 50 n/a $0 $0 $0 $20 $79 $99 n/a Y
Each additional $0 $1 $1
Each metal vapor fixture on same pole $9 $17 $27
Each additional metal fixture on same pole $0 $1 $1
5 Power Apparatus 1 (HP- KW, KVA) $9 $17 $27
2 a) 1 to 10 (HP< KW, KVA) $21 $38 $59 $0 $30 $49 $79 $20 Y b) 11 to 50 (HP< KW, KVA) $28 $52 $80 $0 $39 $79 $118 $38 Y c) 51 to 100 (HP< KW, KVA) $49 $91 $139 $0 $69 $138 $207 $68 Y d) Above 100 (HP< KW, KVA) $56 $105 $161 $0 $79 $158 $237 $76 Y Outlets first 20 each $1 $1 $2
Each Additional Outlet $1 $1 $2
Each 5 feet of multiple outlet assembly $8 $14 $21
Each multiple appliance outlet assembly $9 $17 $27
6 Signs 1 Sign and 1 transformer (each) $19 $35 $54 $0 $0 $59 $59 $5 Y 7 Each additional sign's and transformer $2 $4 $6 $0 $0 $20 $20 $14 Y Fee Description
19 Item: 13
212

City of Lake Forest

BUILDING AND SAFETY FEES

ELECTRICAL PERMIT FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change CPI AdjustFee Description Each extra transformer, flasher or time clock $2 $4 $6
Each additional sign and transformer (same lot) $19 $35 $54 Additional sign & transformer moved to same new location $9 $17 $27 Altering/changing letter on existing sign $17 $31 $48
Converting sign or decorative outlet tubing $17 $31 $48 Lamping Holding Devices First 20, each $1 $1 $2
More than 200 $0 $0 $0
8 Service and Switchboard Sections less than 600 V or A and amps $21 $38 $59 $0 $39 $99 $138 $79 Y 9 Less than 600 volts: 601 to 1000 amps $36 $66 $102 $0 $59 $138 $197 $95 Y 10 Less than 600 volts: Over 1000 amps $41 $77 $118 $0 $79 $178 $256 $138 Y 11 Over 600 volt rating (all amperages) $49 $91 $139 $0 $99 $197 $296 $157 Y 12 Sub panel Change or Addition less than 200 amps A 600 A V 1st Section
$21 $38 $59 $0 $39 $99 $138 $79 Y
13 Less than 600 volts: Each Additional Section Sub panel more than 200 amps A
$13 $24 $38 $0 $49 $118 $168 $130 Y
More than 600 volts: 1st Section $49 $91 $139
More than 600 volts: Each Additional Section $17 $31 $48 14 Time Clock, Each $9 $17 $27 $0 $20 $30 $49 $22 Y
Relocated Residential Building Electrical: Pre-lowering $21 $38 $59 Building inspection, per 10 square feet $0 $1 $1
Garage, carport, same lot per 100 square feet $8 $14 $21 Relocated Commercial Building Pre-Lowering $21 $38 $59
15 Building Misc. Electrical Inspection (hourly rate per half hour, minimum one half hour)
hourly rate $0 $0 $99 $99 n/a Y
16 Under floor Ducts, per 100 ft. or fraction thereof $11 $21 $32 $0 $20 $30 $49 $17 Y 17 Busway, for trolley & plug-in type busway each 100 ft. $17 $31 $48 $0 $20 $49 $69 $21 Y 20 Item: 13
213

City of Lake Forest

BUILDING AND SAFETY FEES

ELECTRICAL PERMIT FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change CPI AdjustFee Description Annual Electrical Permit $64 $119 $182
Electrical Subpanel $13 $24 $38
18 Residential main panel upgrade/replacement n/a - new $0 $0 $227 $227 n/a - new Y 19 Residential EV outlet/wall charger n/a - new $0 $20 $99 $118 n/a - new Y 20 Commercial EV charger
a) Up to 4 chargers n/a - new $49 $395 $395 $839 n/a - new Y b) Each additional charger n/a - new $10 $79 $99 $187 n/a - new Y 21 Yard electrical line extension n/a - new $0 $0 $99 $99 n/a - new Y 22 Minimum Electrical Inspection - Residential n/a - new $0 $0 $148 $148 n/a - new Y 23 Minimum Electrical Inspection - Non- Residential n/a - new $0 $0 $395 $395 n/a - new Y 21 Item: 13
214

City of Lake Forest

BUILDING AND SAFETY FEES

MECHANICAL PERMIT FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change CPI Adjust
Mechanical Fee Schedule
1 Forced air, gravity furnace with ducts & vents 100 KBTU Air Condition / Cooling / Heating unit (each) - Residential $21 $38 $59 $0 $0 $69 $69 $10 Y
2 More than 100 KBTU Air Condition / Cooling / Heating unit (each) - Non-Residential
$36 $66 $102 $0 $49 $148 $197 $95 Y
Evaporative cooler $15 $28 $43
3 Ventilating fan (each) $11 $21 $32 $0 $20 $39 $59 $27 Y 4 Ventilating system (each) $17 $31 $48 $0 $30 $59 $89 $41 Y 5 Hood with attached fan and ducts $21 $38 $59
a) Residential $0 $0 $49 $49 n/a Y
b) Commercial $0 $49 $158 $207 n/a Y
6 Commercial incinerator installation or relocation $56 $105 $161 $0 $79 $197 $276 $115 Y 7 Cooling/reheating coil, electric strip heater $11 $21 $32 $0 $20 $39 $59 $27 Y 8 Incidental gas piping $11 $21 $32 $0 $30 $69 $99 $67 Y Furnace or heater-floor mounted $21 $38 $59
9 Appliance vents $13 $24 $38 $0 $20 $39 $59 $21 Y
Heating, refrigeration, cooling, absorption, evaporation repair $17 $31 $48 Air handling unit 5000 CFM or less $17 $31 $48
More than 5000 CFM $28 $52 $80
10 Duct Work (each 10 inlets/outlets) $0 $20 $39 $59 $59 Y 11 Boiler, compressor, absorption system 5 HP, 100KBTU
Boiler, compressor, absorption system a) 5 HP, 100KBTU $28 $52 $80 $0 $39 $79 $118 $38 Y b) More than 5 HP or 100 KBTU $49 $91 $139 $0 $69 $128 $197 $58 Y Air conditioning or heating pups 5 tons/HP $28 $52 $80
12 Minimum Mechanical Inspection - Residential n/a - new $0 $0 $148 $148 n/a - new Y 13 Minimum Mechanical Inspection - Non- Residential n/a - new $0 $0 $395 $395 n/a - new Y Over 5 tons/HP $49 $91 $139
Non Listed, Regulated Appliance $15 $28 $43
Fee Description
22 Item: 13
215

City of Lake Forest

BUILDING AND SAFETY FEES

PLUMBING PERMIT FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change CPI Adjust
Plumbing Fee Schedule
1 Gas Piping system (Group of 1-5 outlets) $11 $21 $32 $0 $30 $59 $89 $57 Y Each additional outlet $7 $14 $21
2 Sewer/drain line, seepage pit, septic tank, sewer cap $21 $38 $59 $0 $39 $79 $118 $59 Y 3 Private sewer disposal system $36 $66 $102 $0 $49 $118 $168 $66 Y 4 Each Plumbing Fixture $11 $21 $32 $0 $10 $30 $39 $7 Y Each additional device $1 $2 $3
5 Yard water dist system, gas system, yard collector (water & gas) sewer lines extension (each line)
$22 $42 $64 $0 $0 $99 $99 $35 Y
6 Gas regulator each $7 $14 $21 $0 $20 $30 $49 $28 Y
7 Temporary Gas service $28 $52 $80 $0 $39 $69 $108 $28 Y 8 Temp work w/gas service residential $28 $52 $80 $0 $39 $69 $108 $28 Y 9 Temp work w/gas service commercial $36 $66 $102 $0 $49 $89 $138 $36 Y 10 Minimum Plumbing Inspection - Residential n/a - new $0 $0 $148 $148 n/a - new Y 11 Minimum Plumbing Inspection - Non-Residential (T/I) n/a - new $0 $0 $395 $395 n/a - new Y 12 Repipe $0 $0 $150 $0 $0 $197 $197 $47 Y
Fee Description
23 Item: 13
216

City of Lake Forest

BUILDING AND SAFETY FEES

GRADING FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Total Change CPI Adjust
Grading Fee Schedule
Preliminary/Rough Grading cost per acre up to 20 acres $217 $403 $621 Cost per acre over 20 acres $277 $515 $793
Precise Grading cost per acre up to 20 acres $976 $1,812 $2,789 Cost per acre over 20 acres $1,313 $2,439 $3,753
Site Electrical Underground $52 $97 $149
Site Plumbing Underground $52 $97 $149
Site Mechanical Underground $52 $97 $149
Site Accessibility $52 $97 $149
Reinspection $75 $139 $214
Fee Description
24 Item: 13
217

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI Adjust Miscellaneous Fees
Plan Review: Accessibility, Energy
1 Accessibility Plan Review (Minimum) $149 $0 $149 $0 $247 $0 $247 $98 Y 2 Energy Plan Review New Residential Building Self-Contained $149 $0 $149 $0 $247 $0 $247 $98 Y 3 Energy Plan Review New Nonresidential Building $203 $0 $203 $0 $296 $0 $296 $93 Y 4 Energy Plan Review Residential Room Addition and/or
Alteration
$129 $0 $129 $0 $148 $0 $148 $19 Y
5 Energy Plan Review Tenant Improvement $171 $0 $171 $0 $247 $0 $247 $76 Y 6 Energy Plan Review Electrical Only $149 $0 $149 $0 $197 $0 $197 $48 Y 7 Energy Plan Review Plumbing Only $149 $0 $149 $0 $197 $0 $197 $48 Y 8 Energy Plan Review Mechanical Only $149 $0 $149 $0 $197 $0 $197 $48 Y 9 Geotechnical Report Review (Minimum) n/a - new $0 $197 $0 $197 n/a - new Y 10 Accessibility Inspection (Minimum) n/a - new $0 $0 $197 $197 n/a - new Y 11 Residential MEP review (Minimum) n/a - new $0 $99 $0 $99 n/a - new Y Other Fees
12 Permit Issuance Fee (Applies to All Permits) $0 $0 $32 $0 $0 $49 $49 $17 Y 13 Permit Revision Processing Fee (Minimum fee) n/a - new $49 $0 $0 $49 n/a - new Y 14 Appeal Board Application $150 per hour with $700 deposit $194 per hour with $700 deposit Y 15 Awning/Canopy (Supported by Building) $105 $195 $300 $20 $197 $256 $474 $174 Y 16 Balcony/Deck - Addition/Repair (Residential) $158 $292 $450 $20 $335 $434 $789 $339 Y 17 Carport
a) First $131 $243 $374 $39 $256 $345 $641 $267 Y
b) Each Additional $66 $121 $188 $0 $39 $99 $138 ($50) Y 18 Certificate of Occupancy
a) Temporary Certificate of Occupancy (per 30 Days) $0 $0 $262 $0 $0 $197 $197 ($65) Y b) Certificate of Occupancy $0 $0 $149 $0 $0 $197 $197 $48 Y 19 Change of Contractor $0 $0 $112 $0 $0 $99 $99 ($13) Y Fee Description
25 Item: 13
218

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description 20 Commercial Miscellaneous Structures (e.g. Flagpoles, Spray Booths, Tanks, Equipment Foundations, Fountain Structures, Trash Enclosures, Light poles, etc.)
$210 $390 $601 $39 $395 $493 $927 $326 Y
21 Fences
a) Six to eight feet in height
i) First 100 linear feet $117 $220 $337 $20 $197 $276 $493 $156 Y ii) Each additional 100 linear feet, or fraction thereof $13 $24 $38 $0 $0 $39 $39 $1 Y b) Over eight feet in height
i) First 100 linear feet $236 $439 $675 $49 $247 $345 $641 ($34) Y ii) Each additional 100 linear feet, or fraction thereof $25 $48 $74 $0 $0 $39 $39 ($35) Y 22 Fireplace $170 $317 $487 $0 $197 $296 $493 $6 Y
23 Kitchen Remodel
a) Kitchen Remodel - Minor n/a - new $0 $49 $296 $345 n/a - new Y b) Kitchen Remodel - Major n/a - new $0 $49 $444 $493 n/a - new Y 24 Bathroom Remodel
a) First Full Bathroom n/a - new $0 $49 $395 $444 n/a - new Y b) Each Additional Full Bathroom n/a - new $0 $39 $247 $286 n/a - new Y c) Half Bathroom n/a - new $0 $49 $197 $247 n/a - new Y d) Bathroom Layout modification or wall partition removal n/a - new $0 $0 $79 $79 n/a - new Y 25 Backyard Improvements
a) Gas, Electrical, water, sewer lines extension (each) n/a - new $0 $0 $99 $99 n/a - new Y 26 Remove/Re-Install roof mounted PV panels n/a - new $0 $20 $99 $118 n/a - new Y 27 Geotechnical Engineering T&M, plus 15% admin fee T&M, plus 15% admin fee N 28 Patio Covers
a) 0 to 200 square feet With Calculations $78 $146 $225 $20 $296 $335 $651 $426 Y b) 201 square feet and larger Without Calculations / Pre engineered
$131 $243 $374 $0 $99 $296 $395 $21 Y
c) Entry Porch - Less than 200 SF n/a - new $0 $99 $187 $286 n/a Y d) City standard Design n/a - new $0 $49 $237 $286 n/a Y Parking Lots - Restriping / Resurfacing (per hour) $0 $0 $149 26 Item: 13
219

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description 29 Partition $105 $195 $300 $0 $138 $256 $395 $95 Y
30 Pool / Spa
a) Swimming Pool / Spa $315 $585 $900 $0 $345 $789 $1,135 $235 Y b) Detached Spa / Water Feature $105 $195 $300 $0 $49 $99 $148 ($152) Y c) Gunite Alteration Pool / Spa Remodel $158 $292 $450 $0 $197 $395 $592 $142 Y d) Pool Equipment Change-out $78 $146 $225 $0 $49 $197 $247 $22 Y 31 Re-Roof
a) Without calculations
i) Up to 2,000 square feet $78 $146 $225 $0 $0 $247 $247 $22 Y ii) Each additional 1,000 square feet or fraction thereof $25 $48 $74 $0 $0 $49 $49 ($25) Y b) With calculations
i) Up to 2,000 square feet $131 $243 $374 $0 $99 $247 $345 ($29) Y ii) Each additional 1,000 square feet or fraction thereof $25 $46 $70 $0 $0 $49 $49 ($21) Y 32 Retaining Wall 3 to 6 feet high
a) First 400 square feet 100 Linear Feet $117 $220 $337 $20 $197 $345 $562 $225 Y b) Each additional 400 square feet 100 Linear Feet, or fraction thereof
$13 $24 $38 $0 $39 $79 $118 $80 Y
33 Retaining wall more than 6 feet high (per 400 square feet) a) First 400 square feet 100 Linear Feet $236 $439 $675 $30 $247 $444 $720 $45 Y b) Each additional 400 square feet 100 Linear Feet, or fraction thereof
$25 $48 $74 $0 $39 $79 $118 $44 Y
34 Seismic Reinforcement Retrofit 25% of Tenant Improvement Fees 25% of Tenant Improvement Fees a) Seismic Retrofit - Residential n/a - new $0 $158 $296 $454 n/a - new Y b) Seismic Retrofit - Non-Residential (Minimum) n/a - new $49 $395 $592 $1,036 n/a - new Y 35 Signs (per sign) $52 $97 $149
a) Wall Mounted and reface n/a - new $0 $59 $118 $178 n/a Y b) Monument Signs - New Foundation n/a - new $0 $197 $247 $444 n/a Y Skylights, Windows, Doors
a) Each Residential Job $66 $121 $188
b) Each Commercial Job $117 $220 $337
27 Item: 13
220

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description 36 New Skylight n/a - new $0 $49 $99 $148 n/a - new Y
37 Windows/doors retrofit (up to 10 items)
a) up to 10 items n/a - new $0 $20 $158 $178 n/a - new Y b) Each additional 10 items n/a - new $0 $0 $49 $49 n/a - new Y 38 Fenestration alteration with framing modification (Minimum) n/a - new $0 $49 $197 $247 n/a - new Y Slab Only 100% of Applicable Fee
Solar
a) Residential Systems (Expedited Process) $91 $170 $262 [a] b) Residential Systems (All Others) - See note for > 15kW or 10kWth
$158 $292 $450 [a]
c) Commercial Systems - See note for > 50kW or 30kWth $350 $650 $1,000 [b] 39 Residential Solar Photovoltaic System
a) roof mounted PV system < 15 KW $0 $85 $300 $385 n/a [a] N b) roof mounted PV system > 15 KW (each KW over 15) $0 $0 $15 $15 n/a [a] N c) ESS with single battery paired with the PV system $20 $49 $79 $148 n/a N d) Each additional battery $0 $20 $39 $59 n/a N
e) Additional EV Charging (Electric Vehicle) $0 $20 $99 $118 n/a N f) SolarAPP+ approved PV and ESS system $0 $0 $385 $385 n/a N 40 Commercial Solar Photovoltaic System - Solar Permit
a) 50kW or less $0 $350 $580 $930 n/a [b] N
b) > 51kW – 250kW – per each kW above 50kW $0 $0 $7 $7 n/a [b] N c) Above 250kW – per each kW above 250kW $0 $0 $5 $5 n/a [b] N d) ESS paired with the PV system (each battery) $39 $158 $237 $434 n/a N 28 Item: 13
221

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description 41 Storage Racks (Commercial)
a) First 100 200 linear feet $158 $292 $450 $39 $395 $552 $987 $537 Y b) Each additional 100 linear feet $8 $16 $24 $0 $49 $89 $138 $114 Y 42 Stucco Application
a) First 500 square feet $105 $195 $300 $0 $39 $197 $237 ($63) Y b) Each additional 500 square feet $13 $24 $38 $0 $0 $20 $20 ($18) Y 43 Temporary Trailer $0 $0 $149 $0 $0 $197 $197 $48 Y
44 Water Heater Change-Out $29 $55 $85
a) Residential $0 $0 $148 $148 n/a Y
b) Non-Residential $0 $99 $197 $296 n/a Y
45 Other Fees and Charges
a) Miscellaneous Plan Check (per hour) $0 $149 $149 $0 $0 $197 $197 $48 Y b) Miscellaneous Inspection (per hour) $0 $149 $149 $0 $0 $197 $197 $48 Y c) Re-Inspection, Missed Inspection (each - After 3
missed/failed inspections)
$0 $149 $149 $0 $0 $197 $197 $48 [c] Y
d) Phased Inspection (each) (per half hour) $0 $75 $75 $0 $0 $99 $99 $24 [d] Y e) After Hours Inspection (per hour; 4-hour minimum) $0 $188 $188 $0 $0 $237 $237 $49 Y f) Preliminary Plan Review (per hour) $149 $0 $149 $0 $197 $0 $197 $48 Y g) Excess Plan Review (per hour) $149 $0 $149 $0 $197 $0 $197 $48 [e] Y h) Plan Check Revisions (per hour) $149 $0 $149 $0 $197 $0 $197 $48 Y i) Construction Site Stormwater Compliance inspections for small sites less than 1 acre of land disturbance area (per hour)
n/a - new $0 $0 $197 $197 n/a Y
j) Construction Site Stormwater Compliance inspections for sites equal or greater than 1 acre of land disturbance area (deposit-based)
n/a - new T&M with $5,000 deposit $0 N
Credit Card Transaction Fee 3% - Direct pass-through to vendor 46 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee 2x Permit Fee n/a N 29 Item: 13
222

City of Lake Forest

BUILDING AND SAFETY FEES

MISCELLANEOUS FEES
Current Proposed
Plan Check Permit Total Intake /
Processing Plan Check Permit Total Change Note CPI AdjustFee Description [c] Re-inspection fee applies after 2nd re-inspection (i.e. applicable at 3rd re-inspection). [d] Fee is per phased inspection. Fee is in addition to base applicable permit and plan check fees. [e] Excess plan review fee applies after 3rd review (i.e. applicable at 4th plan review). [a] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450. Fees in excess of these amounts require written findings and resolution or ordinance.
[b] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance. 30 Item: 13
223

City of Lake Forest

COMMUNITY PRESERVATION FEES
Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Massage Establishment Permit Application
a) Initial $516 $456 ($60) Fixed Fee Y
b) Renewal $516 $456 ($60) Fixed Fee Y
2 Massage Establishment Appeal $500 $456 ($44) Fixed Fee Y 3 Shopping Cart Containment Plan $387 $342 ($45) Fixed Fee Y 4 Property Impound Fee
a) If a hauler is used $696 $656 ($40) Fixed Fee Y
b) If no hauler is used $280 $257 ($23) Fixed Fee Y
5 Group Homes Permit n/a - new $3,000 n/a - new Deposit Y Activity Description
31 Item: 13
224

City of Lake Forest

RECREATION FEES
1 2
3 4
5 6
7 8
Group 7 - Commercial entities or organizations located in Lake Forest .

Group 8 - Commercial entities or organizations not located in Lake Forest .

Group 1 - Recreation activities sponsored or conducted by the City of Lake Forest.

Group 3 - Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.

Group 4 - Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.

Group 5 - Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.

Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.

Overview of User Groups
33 Item: 13
226

City of Lake Forest

RECREATION FEES
# Description
Non-Profit Organization / Lake
Forest Resident Non-Resident / Commercial User Group Fee 1 Adult Softball Team Fee $500 Per Team $550 Per Team n/a 2 Athletic Field / Gymnasium Vendor Fees $25 Per Tournament $50 Per Tournament n/a 3 Open Gym Daily Program Fee $5 Daily Per Participant; Per Session
$10 Daily Per Participant; Per
Session
n/a
4 Open Gym Yearly Program Fee $120 Yearly Pass $240 Yearly Pass n/a 5 Open Gym ID Card Replacement Fee $10 Per Lost Card $10 Per Lost Card n/a 6 Adult Basketball Team Fee n/a $300 n/a $350 n/a
7 Adult Volleyball Team Fee n/a n/a $200
7 Skatepark Annual Membership $50 Per Person Age 17 or
Younger
$10 Each Add'l Child
$100 Age 18 or Older
$100 $150 Per Person n/a
8 Skatepark Quarterly Membership $15 Per Person $20 Age 17 or Younger
$10 Each Add'l Child
$30 Age 18 or Older
$30 $40 Per Person n/a
9 Skatepark Day Pass $5 Per Participant $3 Age 17 or
Younger
$5 Age 18 or Older
$10 Per Participant $6 Per
Person
n/a
10 Skatepark ID Card Replacement Fee $10 Per Lost Card $10 Per Lost Card n/a 11 Kids Factory Participant Enrollment Fee [a] $860 per year; $430 per semester
n/a n/a
12 Non-Profit Group Park Rental Fee n/a n/a $5 per participant, per session 13 Park/Gazebo Reservations for Groups of 50 or Less
a) Baker Ranch and Sports Park $100 Per Rental $200 Per Rental n/a b) All Others $50 Per Rental $150 Per Rental n/a
14 Special Event Park Permit for Groups of 51 - 250
People
$250 per rental,
plus $500 cleaning deposit
$500 per rental,
plus $500 cleaning deposit
n/a
15 Special Event Park Permit for Groups of More than 250 People (Commons - Sports Park)
$500 per rental,
plus $1,000 cleaning deposit
$1,000 per rental,
plus $1,000 cleaning deposit
n/a
16 Film Fee TBD - Based on Director
Approval and Project Type
TBD - Based on Director
Approval and Project Type
n/a
# Description Offense Outcome
First Offense Warning to User Group
Second Offense $20 per Field Penalty
Third Offense $35 per Field Penalty and
Potential Loss of Future Field
Time
[a] Payable on a monthly basis by request.

Assigned Field/Gymnasium Time "No Show" Policy Outcome and Fees 1 Assigned Field/Gymnasium Time "No Show" Policy
Outcome and Fees
34 Item: 13
227

City of Lake Forest

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Group 2: Resident Non-Profit Organization - Resident Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

City of Lake Forest

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Additional Rental Fees (Per Use)
* See Sports Park and Recreation Center Facility Use Policy for rental requirements/procedures and other miscellaneous use fees.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 2: Resident Non-Profit Organization - Resident Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party. 36 Item: 13
229

City of Lake Forest

COMMUNITY CENTER RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit Occupants 1 Sequoia (3 Rooms) No Charge $180 $185 $240 $250 $300 $310 $480 $495 $600 $620 $750 $775 $500 1,124 2 Redwood plus Oak /
Eucalyptus (2 Rooms)
No Charge $120 $125 $160 $165 $200 $205 $320 $330 $400 $415 $480 $495 $250 742 3 Eucalyptus No Charge $75 $100 $105 $125 $130 $200 $205 $250 $260 $300 $310 $200 382 4 Oak No Charge $75 $100 $105 $125 $130 $200 $205 $250 $260 $300 $310 $200 373 5 Redwood No Charge $75 $100 $105 $125 $130 $200 $205 $250 $260 $300 $310 $200 369 6 Maple No Charge $50 $60 $70 $80 $85 $90 $95 $110 $115 $50 60 7 Hickory No Charge $30 $40 $50 $60 $70 $90 $95 $50 32
8 Palm No Charge $25 $35 $45 $55 $65 $85 $90 $50 24
9 Spruce No Charge $20 $30 $40 $50 $60 $75 $50 18
10 Cypress No Charge $20 $30 $40 $50 $60 $75 $50 16
11 Courtyard No Charge $50 $75 $100 $105 $150 $155 $200 $205 $250 $260 $200 223 12 Turf Area
(Center of Campus)
No Charge $50 $75 $100 $105 $150 $155 $200 $205 $250 $260 $200 13 Kitchen No Charge $10 $20 $25 $35 $40 $50 $200
1 2
3 4
5 6
7 # Description Fee
1 Dance Floor $400
2 LCD Projector $100
3 TV/DVD $25
4 American Flag No Charge
5 Easel No Charge
6 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 $35 /
hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Other Fees, If Applicable
Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Audio and Visual Equipment Fees
Group 2: Resident Non-Profit Organization - Resident Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

City of Lake Forest

PERFORMING ARTS CENTER RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Dressing Room Only No Charge $100 $100 $125 $150 $175 $225 $500 2 Stage Area Only No Charge $125 $125 $150 $175 $200 $250 $500 3 Stage & Lobby Area No Charge $150 $150 $175 $200 $225 $275 $500 4 Box Office Use No Charge $50 per day $50 per day $50 per day $50 per day $50 per day $50 per day $50 4 Storage Use No Charge $50 per day $50 per day $50 per day $50 per day $50 per day $50 per day 1 2
3 4
5 6
7 # Description Fee
1 Piano $100 per day
2 Lapel Mics $100
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 $35 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Group 7: Commercial entities or organizations not located in Lake Forest.

Other Fees, If Applicable
Group 1: City Sponsored or Co-Sponsored - All City of Lake Forest initiated, conducted, or co-sponsored activities and agencies with a reciprocal use agreement and governmental agencies servicing Lake Forest residents.

Group 2: Resident Non-Profit Organization - Resident Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Equipment Fees
Overview of User Groups
Performing Arts Center Hourly Rental Fees (Per Hour)
Discounted Rate for Rehearsal Use
Rentals for Rehearsal Use Only Will be 60% 50% of Hourly Rate Listed Above Rentals with Alcohol On-Site
For events with alcohol on-site add 10% to base rental fee 38 Item: 13
231

City of Lake Forest

CLUBHOUSE RENTAL FEES
# Classification Group 1 Group 2 Group 3 Group 4 Group 5 Group 6 Group 7 Deposit 1 Multipurpose Rm. No Charge $120 $160 $200 $320 $400 $480 $200 2 Kitchen No Charge $10 $20 $25 $35 $40 $50 n/a $200
3 Outdoor Patio Area No Charge $50 $75 $100 $150 $200 $250 $200 1 2
3 4
5 6
7 # Description Fee
1 LCD Projector $100
2 TV/DVD $25
3 American Flag No Charge
4 Easel No Charge
5 Podium No Charge
# Description Fee
1 Janitorial Fee Actual Cost
2 Staffing $30 $35 / hour
3 Security Actual Cost
* Reservation cancellation fees and cleaning deposit fees apply. See Civic Center Campus Facility Use Policy.

Other Fees, If Applicable
Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

City of Lake Forest

LIABILITY INSURANCE REVIEW/PURCHASE FEES
Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Liability Insurance Review/Purchase on Behalf of Applicant a) Actual Cost of Insurance Actual Cost Actual Cost pass-through N b) Plus, City Administrative Fee $50 $50 $0 fixed fee N Activity Description
40 Item: 13
233

City of Lake Forest

ELECTRIC VEHICLE CHARGING STATION FEES
Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Electric Vehicle Charging Stations
a) Base Charging Rate $0.30 $0.48 $0.18 per kWh N
b) Hourly Rate for vehicles occupying charging station after being fully charged
$6.00 $6.00 $0.00 per hour N
Activity Description
41 Item: 13
234

City of Lake Forest

PARKING PERMIT FEES
Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Parking Permit
a) Resident Parking Permit $20 $20 $0 per year [a] N
b) Oversized Commercial Vehicle Parking Permit $40 $40 $0 per year N c) Recreational Vehicle Parking Permit $0 (No Charge) $0 (No Charge) $0 no charge N d) Commercial Passenger Van (e.g. Sprinter Van) Parking Permit $0 (No Charge) $0 (No Charge) $0 no charge N e) Guest Parking (Online) $0 (No Charge) $0 (No Charge) $0 no charge N [a] Fee amount represents 50% of City permit processing costs.

Activity Description
42 Item: 13
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City of Lake Forest

ADMINISTRATIVE FEES
Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Passport Fee $35.00 $35.00 Fixed Fee [a]
a) Photos $10.00 n/a Fixed Fee N
b) Execution $35.00 n/a Fixed Fee [a] N
2 Notary Fee $15.00 $15.00 $0.00 Per Signature [b] N
3 Records Retention / Imaging Fee
a) Permits $5.00 $5.00 $0.00 Each N
b) Plans
i) Base Fee $10.00 $10.00 $0.00 Each N
ii) Plus, per page Fee $1.60 $1.60 $0.00 Per Page N
4 Public Meeting Audio / Digital Copy $20.00 $20.00 $0.00 Fixed Fee N 5 Photocopying
a) First Copy $0.75 $0.75 $0.00 Fixed Fee N
b) Each Additional Copy to 99 $0.15 $0.15 $0.00 Fixed Fee N c) 100 to 299 Copies $15.00 $15.00 $0.00 Deposit N
d) 300+ Copies $45.00 $45.00 $0.00 Deposit N
6 Requests Requiring Special Programming / Formatting Actual Cost Actual Cost n/a Deposit N 7 Map Duplication
a) Oversized Copies Actual Cost Actual Cost n/a Deposit N 8 Appeal of Citation/Fine Issued for Water Quality Offense $500, plus $2,500 deposit to cover attorney and
consultant costs
$500, plus $2,500 deposit
to cover attorney and
consultant costs
$0.00 Fixed Fee, plus pass-
through
[c] N
9 Witness / Subpoena Fees
a) Witness Fee
i) Employees $275.00 $275.00 $0.00 Per Day [d] N
ii) Mileage Fees (per mile, each way) $0.20 $0.20 $0.00 Per Mile [d] N b) Subpoena Fee $15.00 $15.00 $0.00 Fixed Fee [d] N
10 Fair Political Practices Commission
a) Research Records $5.00 $5.00 $0.00 Per hour [a] N
b) Reproduction of Records $0.10 $0.10 $0.00 Per page [a] N 11 Ballot Initiative Petition Processing Fee $200.00 $200.00 $0.00 Each [b] N 12 Candidates Statements of Qualifications $25.00 $25.00 $0.00 Each [b] N 13 Certification of Records $1.00 $1.00 $0.00 Per Document N 14 Postage, If Applicable Actual Cost Actual Cost Per Mailing [e] N Activity Description
43 Item: 13
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City of Lake Forest

ADMINISTRATIVE FEES
Current Fee Proposed Fee Change Charge Basis Note CPI AdjustActivity Description [a] Fee set by US Government. All fees shown intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law. [c] City fee for in-house support will be fixed at $500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. City Attorney, etc.). [d] Conforms to California Government Code Section 68096.1. Witness fees paid at tender of subpoena plus full cost that City incurs in terms of salary and traveling expenses for employee. [e] City will charge actual postage costs upon request for mailing. [b] Fee set by State. Fee intended to match amounts established by law. All fees/deposits will change pursuant to any applicable amendment to law. [a] This fee is intended to mirror the fee authorized by the US Government. If the US Government updates this fee subsequent to the adoption of this schedule, this fee shall be presumed to reflect the updated amount. In the case of a discrepancy, the fee amount authorized by the US Government shall supersede the amount listed above. 44 Item: 13
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City of Lake Forest

FINANCE FEES
Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Non-Sufficient Funds Transaction $25 $25 $0 per transaction N 2 Credit Card Transaction Fee 3% Direct pass-through to vendor
of fees paid per transaction [a] N
[a] Fee only applies when vendor service collects a transaction fee for credit card processing.

Activity Description
45 Item: 13
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City of Lake Forest

VEHICLE IMPOUND/RELEASE AND POLICE/SHERIFF FALSE ALARM RESPONSE FEE Current Fee Proposed Fee Change Charge Basis Note CPI Adjust 1 Removal, Impound, Storage or Release of Vehicles
a) Due to driving without a license or with a suspended or revoked license $154 $174 $20 each N b) Pursuant to other specific Vehicle Code violations $154 $174 $20 each N 2 Responding to False Alarm Fee (Businesses and Residents) a) First and Second Response $0 (No Charge) $0 (No Charge) $0 each N b) Third and Subsequent Responses $151 $209 $58 each N Activity Description
* These fees are intended to mirror fees authorized by the Orange County Sheriff's Department (OCSD). OCSD provides police services to the City of Lake Forest, under contract. If OCSD updates fees subsequent to the adoption of this schedule, this schedule shall be presumed to reflect updated amounts. In the case of discrepancies, fee amounts authorized by OCSD shall supersede the amounts listed above. 46 Item: 13
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Attachment3
Item: 13
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CITY OF LAKE FOREST USER AND REGULATORY FEE STUDY FINAL REPOR T | AUGUST 2026 Item: 13
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CONTENTS REPORTING TRANSMIT TAL EXECUTIV E SUMMARY P ROJECT ORIENTA TION IMPLEMEN TA TION APPENDICES COST OF S ERVICE ANALYSISPROPOSED FEE SC HEDULE Item: 13
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August 2026 Attn: Kevin Shirah, Director of Finance/City Treasurer 100 Civic Center Drive Lake Forest, CA 92630 Dear Mr. Shirah: ClearSource Financial Consulting submits the following report describing the findings of our preparation of a User and Regulatory Fee Study for the City of Lake Forest. Please refer to the Executive Summary for the key findings of the analysis. The balance of the report and its appendices provide the necessary documentation to support those outcomes. Thank you for the opportunity to serve the City on this topic. We are happy to continue discussion on this study as the need arises or consult with you on additional topics. Sincerely, Item: 13
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EXECUTIVE SUMMARY STUDY OVERVIEW The City of Lake Forest has completed a User and Regulatory Fee Study. California cities regularly conduct these studies to justify fee amounts imposed and to optimize the overall portfolio of revenues available to the municipality to fund its services. Industry practice and fiscal conditions in the state have led most cities to link cost recovery for services of individual action, cause, or benefit to that same individual through user fee revenue, relieving the agency’s general revenues as much as possible for use toward services of broader community benefit. USER AND REGULATORY FEES Cities derive annual revenue from a number of sources. These include, but are not limited to, property taxes, sales taxes, license fees, franchise fees, fines, rents, and user and regulatory fees. User an d re gul at or y fee s are int ende d to cover al l, or a p orti on of, the cos ts in curred by th e City for p ro vi din g fe e -r ela te d se r vi ces and activiti es th at are n ot othe rw i se p ro vi ded to those n ot payin g th e fee. California law provides guidance regarding the amounts the City may charge for fee-related services and activities. Specifically, in order to avoid being considered taxes, the fee s ch ar ge d sh al l n ot excee d th e estim ate d re asona ble c os t of p rovi di n g th e se rv ic es, activities, or materials for which fees are charged. At its conclusion, this study proposes for City Council review and consideration at public hearing a new Sch ed ule o f User and Regu lato ry Fee s for application in Fiscal Year 2026-2027 and continued update in subsequent years. COST RECOVERY POLICY AND PRACTICE Recovering the costs of providing fee-related services directly influences the City’s fiscal health and increases the City’s ability to meet the service level expectations of fee payers. The services for which the City imposes a user or regulatory fee typically derive from an individual person or entity’s action, request, or behavior. Therefore, except in cases where there is an overwhelming public benefit generated by the City’s involvement in the individual action, a fe e fo r se rvic e en s ure s th at the i ndi vid ual be ar s m ost, if not all , of th e co st i n curre d by th e City to pr ov ide that s ervi ce. When a fee targets “100% or full cost recovery,” the individual is bearing the entirety of the cost. When a fee targets less than full cost recovery, another City revenue source – in most cases, the General Fund – subsidizes the individualized activity. Generally, fee s for servi ce a re tar gete d to f ull co st re cover y, i ncl usi ve of o pe ra ting , dire ct, indir ec t, an d capita l c o sts, except in c as es wh ere the City Co un c il c ites a pu bl ic inter est i n lowe r fee s. The City may also be influenced by market conditions, comparing to municipalities of similar size and service profile.

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EXECUTIVE SUMMARY DIRECT SERVICES UNDER REVIEW FEE CATEGO RIES  Community Development Fees including o Building and Safety Services - Services include, but are not limited to, building plan review, permitting, and inspection for construction and sub-trades. o Current Planning - Services include, but are not limited to, entitlement review, permit review for compliance with City Zoning Code. o Community Preservation - Services include massage establishment permitting and appeals, shopping cart containment, and property impound fees.  Engineering and Inspection Services - Services include land development review and encroachment permitting.  Culture, Leisure, and Recreation Services - Services include, but are not limited to, Recreation Programming and Sports Park and Facility Rentals. OVERVIEW OF FINDINGS AND RECOMMENDATIONS During the course of study, information and analysis was generated and is discussed substantively throughout this report and its technical appendices. However, summarized by broad fee category and highlighted in the subsequent findings statements, are outcomes and proposals of particular interest to City leaders and policymakers. PRIMARY O UTCO ME S  BUIL DIN G F EE S Building plan review, permit processing and field inspection fees have been restructured to enhance the correlation between services provided and fees collected. The proposed fee methodology scales to allow for lower fees for less complex projects and higher fees for more complex projects. Establish fixed, consolidated fees for the City's most common permits. This will allow applicants to easily estimate permit fees and allow staff to efficiently administer the fee calculation and collection process. Full cost recovery is targeted for most services due to the regulatory nature of the services and the high level of direct benefit resulting from construction activities including enjoyment of property enhancements, increased property values, and the desire to avoid having other Lake Forest residents and businesses subsidize an individual's private construction activities.  PLANNI NG F EES The City currently uses a combination of fixed fees and time and materials billings to recover the costs of fee-related services. The City’s hourly “time and materials” billing rates have been adjusted to allow for full cost recovery for deposit-based services. In order for the billing system to function properly, the Item: 13
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EXECUTIVE SUMMARY City must have systems in place to track time amongst the various development requests examined by staff and contractors. For deposit-based projects the City should bill project applicants for effort including intake, processing, technical reviews, inspections, meetings, and issuance/approvals.  ENGINE ERIN G AN D IN SPECTI ON F EE S Full cost recovery is targeted for most services due to the regulatory nature of the services and the high level of direct benefit resulting from construction activities including enjoyment of property enhancements, increased property values, and the desire to avoid having other Lake Forest residents and businesses subsidize private construction activities.  CUL TUR E, L EI SUR E, AND RECRE ATION FEE S Culture, Leisure, and Recreation fees have been streamlined and recalibrated to manage desired cost recovery levels for the City’s programs and rental facilities.

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PROJECT ORIENTATION SCOPE OF STUDY The City of Lake Forest has completed a User an d R e gul ator y Fe e Study, which represents an external review of prevailing practices and development of a new Sch edul e of Us er and Reg ul at or y Fe es. ClearSource Financial Consulting has prepared this analysis using FY 2025/26 organizational information and will be available to answer questions as the City proceeds in implementing findings as it chooses. Key tasks expected by the City from this study included the following:  Review eligible fee-related services Citywide to establish the reasonable relationship between current fees for service and the underlying costs of service.  Calculate the full cost of service, including estimated Citywide overhead costs.  Recommend fees to be charged for each service.  Recommend cost recovery strategies and best practices in setting fees, while considering the complexities and demands of responsible programs or departments.  Identify underlying billable rates for cost recovery opportunities and as the basis for user fees. DIRECT SERVICES UNDER REVIEW FEE CATEGO RIES  Community Development Fees including o Building and Safety Services - Services include, but are not limited to, building plan review, permitting, and inspection for construction and sub-trades. o Current Planning - Services include, but are not limited to, entitlement review, permit review for compliance with City Zoning Code. o Community Preservation - Services include massage establishment permitting and appeals, shopping cart containment, and property impound fees.  Engineering and Inspection Services - Services include land development review and encroachment permitting.  Culture, Leisure, and Recreation Services - Services include, but are not limited to, Recreation Programming and Sports Park and Facility Rentals. REASON FOR STUDY Cities derive annual revenue from a number of sources. These include, but are not limited to, property taxes, sales taxes, franchise fees, fines, rents, and user and regulatory fees. User and regulatory fees are intended to cover all, or a portion of, the costs incurred by a City for providing fee-related services and activities that are not otherwise provided to those not paying the fee. California cities regularly conduct fee studies to justify fee amounts imposed and to optimize the overall body of revenues available to the municipality to fund its services. Widespread industry practice and fiscal conditions in the state have led most cities to link cost recovery for services of Item: 13
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PROJECT ORIENTATION individual action, cause, or benefit to that individual through user fee revenue, relieving the agency’s general revenues for services of broader community benefit. PREVAILING GUIDANCE The objectives of this study, the methodology used to complete the study, and the formulation of outcomes and recommendations for future consideration were significantly influenced by Article 13C of the California Constitution and Section 66014 of the California Government Code. Article 13C states that the local government bears the burden of proving by a preponderance of the evidence that a levy, charge, or other exaction is not a tax, that the amount is no more than necessary to cover the reasonable costs of the governmental activity, and that the manner in which those costs are allocated to a payer bear a fair or reasonable relationship to the payer’s burdens on, or benefits received from, the governmental activity. Additionally, Article 13C identifies the following as items that are not defined as taxes:  A charge imposed for a specific benefit conferred or privilege granted directly to the payer that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of conferring the benefit or granting the privilege.  A charge imposed for a specific government service or product provided directly to the payer that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of providing the service or product.  A charge imposed for the reasonable regulatory costs to a local government for issuing licenses and permits, performing investigations, inspections, and audits, enforcing agricultural marketing orders, and the administrative enforcement and adjudication thereof.  A charge imposed for entrance to or use of local government property, or the purchase, rental, or lease of local government property.  A fine, penalty, or other monetary charge imposed by the judicial branch of government or a local government, as a result of a violation of law.  A charge imposed as a condition of property development.  Assessments and property-related fees imposed in accordance with the provisions of Article XIII D. Section 66014(a) of the California Government Code includes the following, “Notwithstanding any other provision of law, when a local agency charges fees for zoning variances; zoning changes; use permits; building inspections; building permits; …the processing of maps under the provisions of the Subdivision Map Act…; or planning services…; those fees may not exceed the estimated reasonable cost of providing the service for which the fee is charged, unless a question regarding the amount of the fee charged in excess of the estimated reasonable cost of providing the services or materials is submitted to, and approved by, a popular vote of two-thirds of those electors voting on the issue. The outcomes and recommendations of the study are intended to comply with applicable federal, state, and local laws including providing confirmation that the proposed fees (“charges”) recommended as a result of this study are not taxes as defined in Article 13C of the California Constitution and that the proposed fees are no more than necessary to the cover the reasonable costs of the City’s activities and services addressed in the fees. Additionally, this report is intended to show that the manner in which the costs are allocated to a payer bears a fair and reasonable Item: 13
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PROJECT ORIENTATION relationship to the payer’s burdens on, or benefits received from the activities and services provided by the City. METHODOLOGY AND DATA SOURCES This study calculated the estimated reasonable cost of providing various fee-related services across the City organization. Generally, the estimated reasonable cost of providing the fee-related services and activities examined in this study can be calculated as the product of the composite fully-burdened hourly labor rate of the division responsible for providing services and the estimated labor time required to process a typical request for service. The composite fully-burdened hourly rates calculated in this study are based on the estimated annual hours spent providing fee related services, estimated labor, services and supplies, and Citywide overhead expenditures, sourced as follows:  Labor expenditures for in-house personnel were based on budgeted salaries and benefits.  Contract service personnel and other services and supplies related costs were based on estimated current industry market rates for service.  Estimated labor time spent providing fee related services was developed based on interviews with City staff and are in-line with typical direct service ratios experienced by the consultant via studies of similar municipalities throughout California. Commonly used industry data also aided in the development of time estimates and proposed fee structures. Once cost of service levels are identified, the City may use this information to inform targeted cost recovery from fees. Fees set at the cost of service target full cost recovery. Fees set at any amount less than the cost of service target less than full cost recovery. An illustration of the methods used in this analysis is shown in E xh i bit 1.

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PROJECT ORIENTATION EXH IBIT 1 | ST EPS IN ANALYZI NG CO STS OF SER VICE A ND USER FE ES Item: 13
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IMPLEMENTATION CONSIDERATIONS FOR IMPLEMENTATION If the City decides to adopt or otherwise utilize outcomes generated through this study, it should:  Update Sy st ems fo r Fe e Outc ome s - Ensure that City staff begin using updated fees and associated outcomes once the updated schedule of fees becomes effective. Values should be included in all official fee schedules used throughout the City (e.g., departmental pamphlets, counter schedules, and online information). Additionally, ensure collections processes are updated, which may include coding in billing systems and training for personnel who handle fees directly with the public.  Activel y M o ni tor th e Us e of F ee s - In order to recover accurate and eligible amounts expected, the City should be diligent about tracking time to projects for time and materials billings and ensuring fees are applied in the correct amount and using the correct and intended basis for fixed fee billings.  Mon it or Fee db ack and P erm it St ati stics - Monitor permit and application volume and applicant feedback to determine if fee modifications are resulting in any unanticipated changes in project frequency and to increase the level of detail available for revenue forecasting.  Ann uall y R e view an d Adjus t Fee Values - In order to generally maintain pace with regional cost inflation and/or the City's salary cost inflation, the City should adjust its fees on an annual basis. A commonly used, reasonable inflation index is the annual change in the all-urban Consumer Price Index (CPI) representative of the region.  Per io dic ally Perform Co mpr eh en si ve A n al ysis - A comprehensive fee study should be conducted periodically (e.g., every three to five years) to ensure fee levels remain at or below legal limits and are consistent with evolving service practices and local conditions.

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APPENDIX I COST OF SERVICE ANALYSIS
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User and Regulatory Fees
Fee-Related Cost of Service Analysis
Item: 13
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Services / Activities / Subject Matter Page
Planning, Engineering, Building and Safety Program Areas 1 Planning Support 2
Current Planning 4
Engineering, Inspection, and Environmental Services 12
Building and Safety 21
Community Preservation 70
Advanced Planning / General Plan Update 72
Hourly Rate Calculations for Development Related Deposit Based Billings 74 Culture, Leisure, and Recreation Program 77
Allocation of Citywide Overhead 85
City of Lake Forest
Cost of Service Analysis
Item: 13
254

Cost of Service Analysis
Planning, Engineering, Building and Safety Program Areas 1 Item: 13
255

Cost of Service Analysis - Planning Support
2 Item: 13
256

City of Lake Forest
User and Regulatory Fee Study
Allocation of Costs - Planning Support
Allocation of Program Administration Expenditures
Description Total Notes
Program 501 - Planning Support $463,800 [a]
Total $463,800
Allocation of Expenditures
Description Share Total Notes
Current Planning 20% 92,760$ [b]
Advanced Planning 20% 92,760$ [b]
Building and Safety Services 20% 92,760$ [b] Community Preservation 30% 139,140$ [b]
Other 10% 46,380$ [b]
Total 100% 463,800$
[a] Source: FY 25/26 adopted budget
[b] Source: Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. 3 Item: 13
257

Cost of Service Analysis - Current Planning
4 Item: 13
258

City of Lake Forest
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Current Planning
Position Hourly [a] Monthly [a] Yearly [a] FTE
Yearly
Aggregate
Total Hours
Per FTE
Less: Holiday
& Leave
Productive
Hours Per
FTE
Total
Productive
Hours Notes
Director of Community Dev $112 $19,445 $233,340 0.20 $46,668 2,080 216 1,864 373 [a],[b] Asst Dir of Community Dev $92 $15,960 $191,520 0.20 $38,304 2,080 216 1,864 373 [a],[b] Senior Planner $65 $11,295 $135,540 2.40 $325,296 2,080 216 1,864 4,474 [a],[b] Associate Planner $55 $9,502 $114,024 0.80 $91,219 2,080 216 1,864 1,491 [a],[b] Total 3.60 $501,487 6,710
Allocation of Productive Hours [b]
Description Allocation Total
Indirect 35% 2,349
Direct 65% 4,362
Total 100% 6,710
Contract Services
Description Total Notes
Annual Contract Services $275,000 [c]
Contract Services Share Est. Hrly Cost Notes
Planning Contract Services 100% 140$ [d]
Description Total Indirect Direct Indirect Direct Total Notes Contract Service Hours 1,964 5% 95% 98 1,866 1,964 [b] Divisional Total
Position Indirect Direct Total Notes
In-House Staffing 2,349 4,362 6,710
Contract Services 98 1,866 1,964
Total 2,447 6,228 8,675
Total 28% 72% 100%
[a] Source: FY 25/26 authorized positions.
[b] Direct/Indirect hours are intended to serve as reasonable estimates. Amounts will vary from year-to-year depending on activity, projects, and City Council priorities. [c] Source: FY 25/26 adopted budget.
[d] Amounts intended to serve as reasonable estimates of current market rates for contract planning services. Amounts may vary by consultant position and project. 5 Item: 13
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City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Current Planning Description Expenses Adjustment Subtotal Notes
Current Planning Services [a]
Full Time Wages $471,900 $0 $471,900
Part Time Wages $64,700 $0 $64,700
Temporary Employee $0 $0 $0
Overtime $1,000 $0 $1,000
Incentive Pay $0 $0 $0
Employee Allowances $1,900 $0 $1,900
Group Insurance $82,800 $0 $82,800
Medicare $8,500 $0 $8,500
Retirement Contribution $49,900 $0 $49,900
Retirement Contribution - Part Time $3,900 $0 $3,900
Professional Services Reimbursable $275,000 $0 $275,000 Professional Services Reimbursable $0 $0 $0
Professional Services Reimbursable $375,819 ($375,819) $0 Management and Support $120,000 ($120,000) $0
Non Professional Services Reimbursable $0 $0 $0
Telecommunication $500 $0 $500
Memberships and Dues $2,500 $0 $2,500
Certification $200 $0 $200
Travel and Conferences $14,000 $0 $14,000
Training $2,500 $0 $2,500
Meetings $400 $0 $400
Program Operations $500 $0 $500
Uniforms $100 $0 $100
Equipment, Furnishings and Small Tools $100 $0 $100
Postage and Shipping $0 $0 $0
Mileage Reimbursement $200 $0 $200
Strategic Items $34,000 $0 $34,000
Total $1,510,419 ($495,819) $1,014,600
Citywide Overhead
Description C'wide OH Rate C'wide OH Base C'wide OH Alloc Notes Estimated Citywide Overhead 21% $1,510,419 $317,188 [b] Estimated Citywide Overhead to Private Dev $1,510,419 $317,188 Program Administration
Description Total Notes
Allocation of Program Administration $92,760 [c]
Total $92,760
6 Item: 13
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City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Current Planning Total Allocable Expenditures
Description Amount % of Total Notes
Current Planning $1,014,600 71%
Program Administration $92,760 7%
Estimated Citywide Overhead $317,188 22%
Total $1,424,548 100%
Allocation of Annual Labor Effort
Description Total Total Notes
Indirect: General Admin; Mgmt; Policies; Procedures; Training; Public Info 25% $356,137 [d] Direct: Current Planning, Entitlement Review, Permitting, Plan Review 75% $1,068,411 [d] Total 100% $1,424,548
Direct Cost Allocation
Description Total Total Notes
Direct: Current Planning, Entitlement Review, Permitting, Plan Review 90% $1,282,093 [d] Direct: Building Permit Plan Review 10% $142,455 [d]
Total 100% $1,424,548
Revenue Summary [a]
Budget Unit Acct Desc
FY 25/26
Adjusted Notes
101-511-33000-00000 Planning and Zoning Fees $850,000 [e] 101-511-33010-00000 Address Assignment $10,000 [e]
Total $860,000
Planning Fees Cost Recovery
Description Total
Revenue $860,000
Costs $1,282,093
Cost Recovery Rate 67%
General Fund Subsidy $422,093
Calculation of Fully-Burdened Hourly Rate for Planning Fee-Related Services Description Total
Costs $1,424,548
Direct Hours 6,228
Fully-Burdened Hourly Rate $229
Rounded Rate for Deposit-Based Billings and Fee Setting $229 7 Item: 13
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City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Current Planning Calculation of Cost Multiplier for Fully-Burdened Hourly Rate (Apply to Base Salary Cost Per Hour) Description FTE
Annual Hours
Per FTE
Total Annual
Hours
Estimated
Salaries
Hourly Wage
Rate Only
Assuming Total
Annual Hours
Fully-Burdened
Hourly Billing
Rate
Indirect Cost
Rate Multiplier
(ICR)
Current Planning 3.60 2,080 7,488 $501,487 $67 $229 3.42 Calculation of Fully-Burdened Hourly Rate by Position
Position Total Salaries Total FTE
Avg Salary
Per FTE
Avg Salary
Per Hour
ICR for Fully-
Burdened
Hourly Rate
Fully-Burdened
Hourly Rate
Director of Community Dev $46,668 0.20 $233,340 $112 3.42 $384 Asst Dir of Community Dev $38,304 0.20 $191,520 $92 3.42 $315 Senior Planner $325,296 2.40 $135,540 $65 3.42 $223 Associate Planner $91,219 0.80 $114,024 $55 3.42 $187 Notes:
[a] Source: FY 25/26 adopted budget.
[b] Calculation based on citywide overhead as a percent of net operating expenses. [c] See separate worksheet. Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. [d] Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. [e] Source: Actual revenue history and FY 25/26 adopted budget. 8 Item: 13
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City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Planning Fees
Fee Description
Labor
Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
1 Accessory Dwelling Unit (ADU) Permits 3.5 x $229 = $802 $687 86% $802 100% fixed fee 2 Address Assignment / Address Change
a) Single Address - Change of Address / Address Assignment 1.5 x $229 = $344 $294 86% $344 100% fixed fee b) Multiple Addresses - Change of Addresses / New Assignment Deposit x $229 = varies $3,000 86% $3,000 100% deposit c) Street Name Assignment Deposit x $229 = varies $3,000 86% $3,000 100% deposit 3 Adult Business License
a) Adult Business License 10.00 x $229 = $2,290 $1,963 86% $2,290 100% fixed fee b) Performer License 1.00 x $229 = $229 $196 86% $229 100% fixed fee 4 Appeal
a) Appeal to Planning Commission 20.00 x $229 = $4,580 $1,500 Base Fee, plus $5,000 deposit to cover attorney and consultant costs
86% $1,500 Base Fee, plus $5,000 deposit
to cover attorney and consultant costs
25% in-
house;
100%
fixed fee, plus
pass-through
[a]
b) Appeal to City Council 20.00 x $229 = $4,580 $1,500 Base Fee, plus $5,000 deposit to cover attorney and consultant costs
86% $1,500 Base Fee, plus $5,000 deposit
to cover attorney and consultant costs
25% in-
house;
100%
fixed fee, plus
pass-through
[a]
c) Appeal Hearing Fee 1.75 x $229 = $401 $85 86%
c) Appeal to City Council Associated with Projects/Applications that Include CEQA Review Component
$15,000 deposit
5 Area Plan Deposit x $229 = varies $12,000 86% $12,000 100% deposit 6 Changed Plan
a) Administrative Review 5.00 x $229 = $1,145 $981 86% $1,145 100% fixed fee b) Planning Commission Review Deposit x $229 = varies $3,000 86% $3,000 100% deposit Cyber Café License Fee
a) Permit Application 2.00 x $229 = $458 $393 86%
b) Permit Renewal 1.00 x $229 = $229 $196 86%
7 Determination of Public Convenience or Necessity Deposit x $229 = varies $3,000 86% $3,000 100% deposit 8 Development Agreement Deposit x $229 = varies $12,000 86% $12,000 100% deposit 9 Donation Collection Box (DCB) Permit
a) Permit Application 2.00 x $229 = $458 $393 86% $458 100% fixed fee b) Permit Renewal 1.00 x $229 = $229 $196 86% $229 100% fixed fee 10 Entertainment Permit
a) Entertainment Permit 2.00 x $229 = $458 $393 86% $458 100% fixed fee b) Entertainment Permit - Renewal 2.00 x $229 = $458 $393 86% $458 100% fixed fee 11 Environmental Review (Initial Study/Neg Dec./EIR, etc.) Deposit x $229 = varies Deposit TBD T&M plus 15% admin fee
86% Deposit TBD
T&M plus 15% admin fee
100% deposit
12 Eucalyptus Tree Cutting Permit 2.0 x $229 = $458 $0 (No Charge) 0% $0 (No Charge) 0% no charge 9 Item: 13
263

0.25 x $229 = $57 n/a -new $57 100% fixed fee
22 Pre-Application Deposit x $229 = varies $4,000 86% $5,000 100% deposit 23 Project Consultation (Prior to Application Submittal) (For consultations exceeding two hours)
Deposit x $229 = varies $600 86% $600 100% deposit [b]
24 Review of By-Right Multi-family Residential Project Deposit x $229 = varies $3,000 86% $3,000 100% deposit [c] 25 Single Season Sales (e.g. Agricultural, Seasonal Event, etc.) a) Agricultural Sales 1.00 x $229 = $229 $196 86% $229 100% fixed fee b) Other Seasonal Events (e.g. Christmas Tree, Pumpkin) 1.00 x $229 = $229 $196 86% $229 100% fixed fee 26 Site Development Permit
a) Administrative Review Deposit x $229 = varies $3,000 86% $3,000 100% deposit [d] b) Planning Commission Review Deposit x $229 = varies $6,000 86% $7,500 100% deposit [d] c) Not Exempt from CEQA and/or substantial construction $12,000 86% $12,000 100% deposit [d] 27 Special Event Permit Application Review 2.5 x $229 = $573 $491 86% $573 100% fixed fee 28 Specific Plan Deposit x $229 = varies $12,000 86% $12,000 100% deposit 29 Temporary Outdoor Promotion Permit Application Review 1.00 x $229 = $229 $196 86% $229 100% fixed fee 30 Temporary Promotional Wall Banner Permit
a) Non-Commercial 1.00 x $229 = $229 $0 (No Charge) 0% $0 (No Charge) 0% fixed fee b) Commercial 1.00 x $229 = $229 $98 43% $115 50% fixed fee 31 Tentative Map
a) Tentative Parcel Map (TPM) Deposit x $229 = varies $9,000 86% $9,000 100% deposit b) Tentative Tract Map (TTM) Deposit x $229 = varies $12,000 86% $12,000 100% deposit c) Revised TPM / TTM Deposit x $229 = varies $6,000 86% $6,000 100% deposit 10 Item: 13
264

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Planning Fees
Fee Description
Labor
Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
32 Use Permit
a) Minor Deposit x $229 = varies $3,000 86% $3,000 100% deposit b) Major Deposit x $229 = varies $6,000 86% $7,500 100% deposit c) Not Exempt from CEQA and/or substantial construction Deposit x $229 = varies $12,000 86% $12,000 100% deposit 33 Variance Deposit x $229 = varies $6,000 86% $6,000 100% deposit 34 Wireless Communication Facilities (WCF) Permit (per WCF) 5.00 x $229 = $1,145 $981 86% $1,145 100% fixed fee 35 Zone Change Deposit x $229 = varies $12,000 86% $12,000 100% deposit 36 Zoning/Property Information Letter
a) Zoning/Property Information Letter - Basic 1.75 x $229 = $401 $343 86% $401 100% fixed fee [e] b) Zoning/Property Information Letter - Comprehensive 4.0 x $229 = $916 $750 86% $916 100% deposit fixed fee Credit Card Transaction Fee 3% - direct pass-through to vendor 100% 37 Hourly Rate for Deposit Based Services and Planning Services Not Otherwise Listed In This Fee Schedule
a) Planning (In-House and Contract Service Planning) 1.0 x $229 = $229 $196 86% $229 100% per hour b) Engineering/Inspection In-House Development Review $189 varies $222 100% per hour c) Building and Safety Development Review $150 varies $197 100% per hour d) City Clerk Development Review $163 varies $97 100% per hour e) City Manager Development Review $184 varies $196 100% per hour f) Community Services Development Review $218 varies $209 100% per hour g) Finance Development Review $125 varies $149 100% per hour h) IT / GIS Development Review $125 varies $135 100% per hour i) Community Preservation Development Review $130 varies $114 100% per hour j) Police / Law Enforcement Development Review $143 varies direct pass-through to vendor 100% per hour [f] k) Contract Services (e.g. Attorney, Contract Engineering, etc.) T&M plus 15% administrative fee T&M plus 15% administrative fee 100% per hour [a] City fee for in-house support will be fixed at $1,500 (partial cost recovery). City will pass-through all eligible contract service support costs (e.g. contract Planning, City Attorney, etc.). [b] No fee applies for first two hours. For discussions requiring more than two total hours of staff consultation, a deposit account shall be opened. [c] Requires review of Objective Design Standards, Affordability Covenant, Applicable State Codes/Laws. [d] As determined by the Director of Development Services. [e] Requests for basic property information include up to 1.75 hours of staff time. [f] Pass-through of Orange County Sheriff Department hourly billing rate for staff support. 11 Item: 13
265

Cost of Service Analysis - Engineering, Inspection, and Environmental Services 12 Item: 13
266

City of Lake Forest
User and Regulatory Fee Study
Allocation of Costs - Engineering Support
Allocation of Program Administration Expenditures
Description Total Notes
Program 551 - Engineering Support $337,600 [a]
Total 337,600$
Allocation of Expenditures
Description Share Total Notes
Engineering Service 50% $168,800 [b]
Inspection Services 50% $168,800 [b]
Total 100% $337,600
[a] Source: FY 25/26 adopted budget
[b] Source: Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. 13 Item: 13
267

City of Lake Forest
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Engineering Inspection Services Position Hourly [a] Monthly [a] Yearly [a] FTE
Yearly
Aggregate
Total Hours
Per FTE
Less: Holiday
& Leave
Productive
Hours Per
FTE
Total
Productive
Hours Notes
Asst Dir of Public Works/Asst City Engineer$99 $17,187 $206,244 0.40 $82,498 2,080 216 1,864 746 [a],[b] CIP Manager $86 $14,820 $177,840 0.20 $35,568 2,080 216 1,864 373 [a],[b] Senior Permit Technician $44 $7,609 $91,308 1.00 $91,308 2,080 216 1,864 1,864 [a],[b] Total 1.60 $209,374 2,982
Allocation of Productive Hours [b]
Description Allocation Total
Indirect 25% 746
Direct 75% 2,237
Total 100% 2,982
[a] Source: FY 25/26 authorized positions.
[b] Direct/Indirect hours are intended to serve as reasonable estimates. Amounts will vary from year-to-year depending on activity, projects, and City Council priorities. 14 Item: 13
268

City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Public Works Allocation of Department Administration Expenditures Program Area Expenses [a]
Description Expenses Adjustment Subtotal Notes
Inspection Services
Full Time Wages $160,000 $0 $160,000
Part Time Wages $0 $0 $0
Overtime $0 $0 $0
Incentive Pay $0 $0 $0
Employee Allowances $2,000 $0 $2,000
Group Insurance $36,800 $0 $36,800
Medicare $3,400 $0 $3,400
Retirement Contribution $24,200 $0 $24,200
Retirement Contribution - Part Time $0 $0 $0
Professional Services Reimbursable $1,000,000 ($129,000) $871,000 Professional Services Reimbursable $0 $0 $0
Management and Support $0 $0 $0
Non Professional Services Reimbursable $0 $0 $0
Telecommunication $600 $0 $600
Contingency $0 $0 $0
Total $1,227,000 ($129,000) $1,098,000
Citywide Overhead
Description C'wide OH Rate C'wide OH Base C'wide OH Alloc Notes Estimated Citywide Overhead 21.0% $1,098,000 $230,580 [b] Estimated Citywide Overhead to Private Dev $1,098,000 $230,580 Program Support (Department Administration)
Description Total Notes
Allocation of Program Administration $168,800 [b]
Total Allocable Expenditures
Description Amount % of Total Notes
Direct Costs $1,098,000 73%
Program Administration $168,800 11%
Estimated Citywide Overhead $230,580 15%
Total $1,497,380 100%
15 Item: 13
269

City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Public Works Allocation of Department Administration Expenditures Revenue Summary [a]
Budget Unit Acct Desc FY 25/26 Budget Notes
101-561-32300-00000 Encroachment Permit $300,000 [e]
101-561-33110-00000 Developer Quarterly Revenue & Other Deposits$470,000 [e] 101-561-33240-00000 Encroachment Deposits $500,000 [e]
101-561-33270-00000 Engineering Fees - Other $0 [e]
101-620-32330-00000 Parking Permit Fees $8,000 [e]
Total $1,278,000
Engineering Fees Cost Recovery
Description Total Note
Revenue $1,278,000
Costs $1,497,380
Cost Recovery Rate 85%
General Fund Subsidy $219,380
Calculation of Program Overhead Rate Assuming Administrative Rate Applied to Contract Service Billings Only (e.g., no in-house direct billing) Description Amount Notes
Direct Services Reimbursable $871,000
All Other Program Costs $626,380
Program Indirect Cost Rate (as % of contract svc cost) 72% Amount Reimbursable from Pass-Through Billings Using Current Administrative Rate Description Rate Amount Notes
Contract Services $871,000
Plus: Admin Overhead Rate 15% $130,650
Total $1,001,650
Amounts Remaining for Recovery from In-House Staff Via Hourly Billings or Share of Fixed Fee Services Description Rate Amount Notes
Total Costs $1,497,380
Less: Amount Reimbursable from Contract Billings $1,001,650 Total $495,730
Calculation of Fully-Burdened Rate
Description Amount Notes
Total Costs $495,730
Productive Hours 2,237
Hourly Rate $222
16 Item: 13
270

City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Public Works Allocation of Department Administration Expenditures Calculation of Cost Multiplier for Fully-Burdened Hourly Rate (Apply to Base Salary Cost Per Hour) Description FTE
Annual Hours Per
FTE
Total Annual
Hours Estimated Salaries
Hourly Wage Rate
Only Assuming
Total Annual
Hours
Fully-Burdened
Hourly Billing Rate
Indirect Cost Rate
Multiplier (ICR) Note
Engineering Inspection In-House 1.60 2,080 3,328 $209,374 $63 $222 3.53 Calculation of Fully-Burdened Hourly Rate by Position
Position Total Salaries Total FTE
Avg Salary
Per FTE
Avg Salary
Per Hour
ICR for Fully-
Burdened Hourly
Rate
Fully-Burdened
Hourly Rate
Asst Dir of Public Works/Asst City Engineer $82,498 0.40 $206,244 $99 3.53 $350 CIP Manager $35,568 0.20 $177,840 $86 3.53 $302 Senior Permit Technician $91,308 1.00 $91,308 $44 3.53 $155 [a] Source: FY 25/26 Adopted Budget.
[b] See separate worksheet for calculation summary.
17 Item: 13
271

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Engineering Fees
Fee Description Labor Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
1 Map Checking Deposit varies $5,000 varies $5,000 100% deposit 2 Lot Line Adjustments Deposit varies $5,000 varies $5,000 100% deposit 3 Improvement Plan Check and Inspection Deposit varies $5,000 varies $5,000 100% deposit 4 Grading Plan Check and Inspection Deposit varies $5,000 varies $5,000 100% deposit 5 Encroachment Permit Inspection (Annual) Deposit varies $5,000 varies $5,000 100% deposit 6 Easement Plan Check Deposit varies $5,000 varies $5,000 100% deposit 7 Water Quality Management Plan Deposit varies $5,000 varies $5,000 100% deposit 8 General Encroachment Permit (for Work Expected to Last No More Than Two Days)
[a]
a) Base Fee - Up to Two Days 3.5 x $222 = $777 $662 85% $777 100% fixed fee b) Each Additional Day 1.5 x $222 = $333 $284 85% $333 100% fixed fee 9 General Encroachment Permit
(for Work Expected to Last More Than Two Days)
Deposit varies $825 varies $1,500 100% deposit [a]
10 Encroachment Permit - Minor Traffic Control Review
(per page; per sheet)

a) 1st page; 1st sheet 1.00 x $222 = $222 $190 varies $222 100% fixed fee b) Each Additional page/sheet 0.50 x $222 = $111 $95 varies $111 100% fixed fee 11 Retroactive Permit for Front Yard Improvements in City Right- of-Way (behind sidewalk)

1.0 x $222 = $222 $0 (No Charge) 0% $0 (No Charge) 0% no charge [b] 12 Construction and Demolition Materials Management Plan - Application Plan Review and Deposit Administration Fee

1.00 x $222 = $222 $141 plus Deposit 70% $222 plus Deposit 100% fixed fee plus deposit
13 Sidewalk Vending Permit
a) Initial 1.0 x $222 = $222 $189 85% $222 100% fixed fee b) Renewal 0.5 x $222 = $111 $95 85% $111 100% fixed fee 14 Transportation Permit
a) Single Trip n/a n/a $16 n/a $16 n/a fixed fee [c]
b) Annual n/a n/a $90 n/a $90 n/a fixed fee [c]
15 Commercial Vending Vehicles Permit
a) Initial 1.0 x $222 = $222 $189 85% $222 100% fixed fee b) Renewal 0.5 x $222 = $111 $95 85% $111 100% fixed fee 16 Expand the Forest Cost of tree and
install
= $125 $129 103% $125 100% fixed fee [d]
Credit Card Transaction Fee 3% - direct pass-through to vendor 100% 17 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee 2x Permit Fee fixed fee 18 Item: 13
272

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Engineering Fees
Fee Description Labor Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
18 Miscellaneous Public Works Support Services - Hourly Rate for Deposit Based Services and Public Works Services Not Otherwise Listed in this Fee Schedule
a) Public Works In-House Land Development Review and
Permit Processing

1.0 x $222 = $222 $189 85% $222 100% per hour
b) Night Work 1.0 x $266 = $266 n/a - new n/a $266 100% per hour, 4 hr minimum
c) Contract Service Support (e.g. Attorney, Contract
Engineering, etc.)
T&M plus 15% administrative fee T&M plus 15% administrative fee 100% per hour Note: Deposit amounts listed are typical minimum amounts. The City reserves the right to request a adjusted/higher deposit based on complexity of project or frequency of inspections needed. [b] Occasionally the The City has may reserved a 2 or to 3 foot City easement for utilities or other purposes behind the sidewalk (in front yard) but typically the easement is rarely used. [c] Fee is intended to mirror amounts established by State of California. [d] Cost per contract to replace trees can change if contract price varies. [a] General encroachment work includes any activity within the public right of way. Fixed fee permit applies to typical utility work with standard watch manual traffic control. More complex work requiring additional plan check/traffic control, plan review, testing, and/or inspection, requires a deposit. 19 Item: 13
273

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Parking Permit Fees
Fee Description Labor Hours
Hourly
Rate
Cost of
Service Current Fee
Current
Cost
Recovery Proposed Fee
Proposed
Cost
Recovery
Proposed Fee
Structure Note
1 Parking Permit
a) Resident Parking Permit 0.25 x $302 = $76 $20 26% $20 26% per year [a] b) Oversized Commercial Vehicle Parking Permit 0.25 x $302 = $76 $40 53% $40 53% per year c) Recreational Vehicle Parking Permit $0 (No Charge) 0% $0 (No Charge) 0% no charge d) Commercial Passenger Van (e.g. Sprinter Van) Parking Permit
$0 (No Charge) 0% $0 (No Charge) 0% no charge
e) Guest Parking (Online) $0 (No Charge) 0% $0 (No Charge) 0% no charge [a] Fee amount represents 50% of City permit processing costs. 20 Item: 13
274

Cost of Service Analysis - Building and Safety
21 Item: 13
275

City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Building and Safety Position Hourly [a] Monthly [a] Yearly [a] FTE
Yearly
Aggregate
Total Hours
Per FTE
Less: Holiday
& Leave
Productive
Hours Per
FTE
Total
Productive
Hours Notes
Building Official $86 $14,820 $177,840 1.00 $177,840 2,080 216 1,864 1,864 [a],[b] Senior Building Inspector $55 $9,502 $114,024 1.00 $114,024 2,080 216 1,864 1,864 [a],[b] Senior Permit Technician $44 $7,609 $91,308 1.00 $91,308 2,080 216 1,864 1,864 [a],[b] Building Inspector $50 $8,608 $103,296 0.50 $51,648 2,080 216 1,864 932 [a],[b] Building Inspector $50 $8,608 $103,296 1.00 $103,296 2,080 216 1,864 1,864 [a],[b] Permit Technician $42 $7,242 $86,904 1.00 $86,904 2,080 216 1,864 1,864 [a],[b] Permit Technician $42 $7,242 $86,904 1.00 $86,904 2,080 216 1,864 1,864 [a],[b] Total 6.50 $711,924 12,116
Allocation of Productive Hours [b]
Description Allocation Total
Indirect 35% 4,241
Direct 65% 7,875
Total 100% 12,116
Contract Services
Description Total Notes
Annual Contract Services $214,000 [c]
Contract Services Share Est. Hrly Cost Notes
Building Contract Services 100% 140$ [d]
Description Total Indirect Direct Indirect Direct Total Notes Contract Service Hours 1,529 5% 95% 76 1,452 1,529 [b] Divisional Total
Position Indirect Direct Total Notes
In-House Staffing 4,241 7,875 12,116
Contract Services 76 1,452 1,529
Total 4,317 9,328 13,645
Total 32% 68% 100%
[a] Source: FY 25/26 authorized positions.
[b] Direct/Indirect hours are intended to serve as reasonable estimates. Amounts will vary from year-to-year depending on activity, projects, and City Council priorities. [c] Source: FY 25/26 adopted budget.
[d] Amounts intended to serve as reasonable estimates of current market rates for contract planning services. Amounts may vary by consultant position and project. 22 Item: 13
276

City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Building and Safety Program Area Expenses [a]
Description Expenses Adjustment Subtotal Notes
Building and Safety Services [a]
Full Time Wages $728,944 $0 $728,944
Employee Allowances $3,800 $0 $3,800
Group Insurance $155,500 $0 $155,500
Medicare $10,737 $0 $10,737
Retirement Contribution $58,829 $0 $58,829
Professional Services $264,000 ($50,000) $214,000
Software $200,000 $0 $200,000
Program Supplies $5,500 $0 $5,500
Books And Publications $0 $0 $0
Equipment, Furnishings and Small Tools $2,000 $0 $2,000 Printing And Binding $0 $0 $0
Travel Training $15,000 $0 $15,000
Total $1,444,310 ($50,000) $1,394,310
Citywide Overhead
Description C'wide OH Rate C'wide OH Base C'wide OH Alloc Notes Estimated Citywide Overhead 21% $1,444,310 $303,305 [b] Estimated Citywide Overhead to Private Dev $1,444,310 $303,305 Program Administration
Description Total Notes
Allocation of Program Administration $92,760 [c]
Total $92,760
23 Item: 13
277

City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Building and Safety Total Allocable Expenditures
Description Amount % of Total Notes
Building and Safety Services $1,394,310 76%
Program Administration $92,760 5%
Estimated Citywide Overhead $303,305 16%
General Plan Update $50,000 3%
Total $1,840,375 100%
Revenue Summary [a]
Budget Unit Acct Desc FY 26/27 Budget Notes
101-535-32015-00000 Building Permit Fees $1,000,000 [e] 101-535-32050-00000 Developer Building Permit Fee $340,000 [e] 101-535-33100-00000 Developer Plan Check $75,000 [e]
101-535-33130-00000 Plan Check Fees $350,000 [e]
Total $1,765,000
Planning Fees Cost Recovery
Description Total
Revenue $1,765,000
Costs $1,840,375
Cost Recovery Rate 96%
General Fund Subsidy $75,375
Calculation of Fully-Burdened Hourly Rate for Planning Fee-Related Services Description Total
Costs $1,840,375
Direct Hours 9,328
Fully-Burdened Hourly Rate $197
Rounded Rate for Deposit-Based Billings and Fee Setting $197 24 Item: 13
278

City of Lake Forest
User and Regulatory Fee Study
Fully-Burdened Hourly Rate Calculation - Building and Safety Calculation of Cost Multiplier for Fully-Burdened Hourly Rate (Apply to Base Salary Cost Per Hour) Description FTE
Annual Hours
Per FTE
Total Annual
Hours
Estimated
Salaries
Hourly Wage
Rate Only
Assuming Total
Annual Hours
Fully-Burdened
Hourly Billing
Rate
Indirect Cost
Rate Multiplier
(ICR)
Building 6.50 2,080 13,520 $711,924 $53 $197 3.74 Calculation of Fully-Burdened Hourly Rate by Position
Position Total Salaries Total FTE
Avg Salary
Per FTE
Avg Salary
Per Hour
ICR for Fully-
Burdened
Hourly Rate
Fully-Burdened
Hourly Rate
Building Official $177,840 1.00 $177,840 $86 3.74 $320 Senior Building Inspector $114,024 1.00 $114,024 $55 3.74 $205 Senior Permit Technician $91,308 1.00 $91,308 $44 3.74 $164 Building Inspector $51,648 0.50 $103,296 $50 3.74 $186 Building Inspector $103,296 1.00 $103,296 $50 3.74 $186 Permit Technician $86,904 1.00 $86,904 $42 3.74 $156 Permit Technician $86,904 1.00 $86,904 $42 3.74 $156 Notes:
[a] Source: FY 26/27 adopted budget.
[b] Calculation based on citywide overhead as a percent of net operating expenses. [c] See separate worksheet. Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. [d] Allocations will vary from year-to-year depending on City Council priorities, changes in legislation, and development activity. Amounts intended to serve as reasonable estimates. [e] Source: Actual revenue history, FY 25/26 adopted budget, and FY 26/27 adopted budget. 25 Item: 13
279

Assembly - Restaurants, Bars, Nightclubs
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Each additional 1000 square feet
Assembly - All Other
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
B - Business
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square
Each additional 1000 square feet
E, Business - Educational, Schools
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square
Each additional 1000 square feet
H-5, HPM
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square ft.

Construction 15001 to 25000 square ft.

Each additional 1000 square feet
26 Item: 13
280

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
New Construction (New Shell or New Building with Inside Improvement) For Occupancy Groups:

Construction 15001 to 25000 square ft.

Each additional 1000 square feet
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$1,914 $3,555 $5,469
$3,416 $6,344 $9,760
$525 $976 $1,501
$1,614 $2,997 $4,611
$2,815 $5,229 $8,044
$3,866 $7,181 $11,047
$5,293 $9,829 $15,122
$374 $697 $1,071
$1,876 $3,486 $5,362
$3,378 $6,274 $9,652
$4,355 $8,087 $12,442
$5,968 $11,085 $17,053
$337 $627 $964
$1,614 $2,997 $4,611
$2,815 $5,229 $8,044
$3,866 $7,181 $11,047
$5,293 $9,829 $15,122
$374 $697 $1,071
$1,952 $3,625 $5,577
$3,491 $6,484 $9,975
$4,429 $8,226 $12,655
$6,081 $11,294 $17,375
$337 $627 $964
27 Item: 13
281

Construction 15001 to 25000 square ft.

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
I-1, I-2 - Institutional, convalescent hospitals, nursing home Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square ft.

Construction 15001 to 25000 square ft.

Each additional 1000 square feet
I-2, I-3, Institutional, hospital, restrained
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
I-4, R-4, Institutional, day care facilities, assisted living facilities Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square
Each additional 1000 square feet
Mercantile
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Each additional 1000 square feet
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$1,952 $3,625 $5,577
$3,491 $6,484 $9,975
$4,429 $8,226 $12,655
$6,081 $11,294 $17,375
$337 $627 $964
$2,552 $4,740 $7,292
$4,242 $7,878 $12,120
$5,518 $10,248 $15,766
$7,320 $13,595 $20,915
$307 $571 $878
$1,688 $3,137 $4,825
$2,965 $5,507 $8,472
$3,979 $7,390 $11,369
$5,518 $10,248 $15,766
$337 $627 $964
$1,313 $2,439 $3,752
$2,251 $4,182 $6,433
$3,190 $5,926 $9,116
$374 $697 $1,071
29 Item: 13
283

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
A - Assembly, all categories
B - Business, all categories
E - Educational
H - High Hazard
I - Institutional
M - Mercantile
L - Laboratories
1 Construction 0 to 5000 square feet
2 Construction 5001 to 10000 square feet
3 Construction 10001 to 15000 square feet
4 Construction 15001 to 25000 square feet
5 Each additional 1000 square feet
F-1, F-2, H-1 thru 4, factory & industrial, hazard
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square
Each additional 1000 square feet
S-1 or S-2 - Storage - Moderate/Low Hazard
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
S-2, public garages
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
varies $197 $2,170 $4,143 $6,511 100%
varies $237 $3,354 $6,116 $9,707 100%
varies $276 $4,143 $7,695 $12,115 100%
varies $316 $5,525 $10,260 $16,100 100%
varies $30 $395 $789 $1,213 100%
$976 $1,812 $2,788
$1,576 $2,928 $4,504
$2,139 $3,973 $6,112
$3,303 $6,134 $9,437
$303 $565 $868
$863 $1,603 $2,466
$1,426 $2,649 $4,075
$1,914 $3,555 $5,469
$2,890 $5,368 $8,258
$285 $529 $814
$788 $1,463 $2,251
$1,313 $2,439 $3,752
$1,764 $3,276 $5,040
$2,665 $4,950 $7,615
$273 $509 $782
31 Item: 13
285

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total
Hourly
Rate
Intake /
Processing Plan Check Permit Total
F- Factory
S- Storage
6 Construction 0 to 5000 square feet 1.00 7.00 15.00 23.00 $197 $197 $1,381 $2,960 $4,538 7 Construction 5001 to 10000 square feet 1.15 9.00 18.00 28.15 $197 $227 $1,776 $3,551 $5,554 8 Construction 10001 to 15000 square feet 1.30 11.00 21.00 33.30 $197 $256 $2,170 $4,143 $6,570 9 Construction 15001 to 25000 square 1.45 14.00 27.00 42.45 $197 $286 $2,762 $5,327 $8,376 10 Each additional 1000 square feet 0.15 1.00 2.00 3.15 $197 $30 $197 $395 $622 R-1 Residential, Hotels
R-4 Residential Care Facilities
11 Construction 0 to 5000 square feet 1.00 11.00 23.00 35.00 $197 $197 $2,170 $4,538 $6,906 12 Construction 5001 to 10000 square feet 1.20 19.00 37.00 57.20 $197 $237 $3,749 $7,300 $11,286 13 Construction 10001 to 15000 square feet 1.40 23.00 44.00 68.40 $197 $276 $4,538 $8,681 $13,496 14 Each additional 1000 square feet 0.15 2.00 4.00 6.15 $197 $30 $395 $789 $1,213 R-2 Multiple Family
15 Construction 0 to 5000 square feet 1.00 10.00 20.00 31.00 $197 $197 $1,973 $3,946 $6,116 16 Construction 5001 to 10000 square feet 1.20 17.00 34.00 52.20 $197 $237 $3,354 $6,708 $10,299 17 Construction 10001 to 15000 square feet 1.40 23.00 41.00 65.40 $197 $276 $4,538 $8,090 $12,904 18 Construction 15001 to 25000 square feet 1.60 85.00 50.00 136.60 $197 $316 $16,771 $9,865 $26,952 19 Each additional 1000 square feet 0.15 1.00 2.00 3.15 $197 $30 $197 $395 $622 R-3 Residential, One & Two Family Dwellings (New or Additions) Masonry 0 to 2000 square feet
Each additional 1000 square feet
Wood Frame 0 to 100 square feet (for lofts)
Wood Frame 101 to 500 square feet (for lofts)
Wood Frame 501 to 1000 square feet (for lofts)
Wood Frame 1001 to 2000 square feet (for lofts)
Each additional 1000 square feet (for lofts)
32 Item: 13
286

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
F- Factory
S- Storage
6 Construction 0 to 5000 square feet
7 Construction 5001 to 10000 square feet
8 Construction 10001 to 15000 square feet
9 Construction 15001 to 25000 square
10 Each additional 1000 square feet
R-1 Residential, Hotels
R-4 Residential Care Facilities
11 Construction 0 to 5000 square feet
12 Construction 5001 to 10000 square feet
13 Construction 10001 to 15000 square feet
14 Each additional 1000 square feet
R-2 Multiple Family
15 Construction 0 to 5000 square feet
16 Construction 5001 to 10000 square feet
17 Construction 10001 to 15000 square feet
18 Construction 15001 to 25000 square feet
19 Each additional 1000 square feet
R-3 Residential, One & Two Family Dwellings (New or Additions) Masonry 0 to 2000 square feet
Each additional 1000 square feet
Wood Frame 0 to 100 square feet (for lofts)
Wood Frame 101 to 500 square feet (for lofts)
Wood Frame 501 to 1000 square feet (for lofts)
Wood Frame 1001 to 2000 square feet (for lofts)
Each additional 1000 square feet (for lofts)
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
varies $197 $1,381 $2,960 $4,538 100%
varies $227 $1,776 $3,551 $5,554 100%
varies $256 $2,170 $4,143 $6,570 100%
varies $286 $2,762 $5,327 $8,376 100%
varies $30 $197 $395 $622 100%
$1,727 $3,207 $4,934 71% $197 $2,170 $4,538 $6,906 100% $3,078 $5,716 $8,794 78% $237 $3,749 $7,300 $11,286 100% $4,091 $7,599 $11,691 87% $276 $4,538 $8,681 $13,496 100% $374 $697 $1,072 88% $30 $395 $789 $1,213 100%
$1,688 $3,137 $4,826 79% $197 $1,973 $3,946 $6,116 100% $3,002 $5,577 $8,580 83% $237 $3,354 $6,708 $10,299 100% $4,017 $7,460 $11,477 89% $276 $4,538 $8,090 $12,904 100% $5,556 $10,318 $15,875 59% $316 $16,771 $9,865 $26,952 100% $552 $627 $1,179 190% $30 $197 $395 $622 100%
$1,013 $1,882 $2,895
$562 $1,045 $1,607
$123 $230 $353
$247 $459 $706
$374 $697 $1,071
$750 $1,394 $2,144
$413 $766 $1,179
33 Item: 13
287

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total
Hourly
Rate
Intake /
Processing Plan Check Permit Total
20 Wood Frame 0 to 100 square feet 0.20 1.50 2.50 4.20 $197 $39 $296 $493 $829 21 Wood Frame 101 to 500 square feet 0.25 2.75 4.50 7.50 $197 $49 $543 $888 $1,480 22 Wood Frame 501 to 1000 square feet 0.35 3.50 6.00 9.85 $197 $69 $691 $1,184 $1,943 23 Wood Frame 1001 to 2000 square feet 0.50 6.00 9.50 16.00 $197 $99 $1,184 $1,874 $3,157 24 Each additional 1000 square feet 0.15 2.00 3.50 5.65 $197 $30 $395 $691 $1,115 Basement - Semi-Finished
Basement - Unfinished
U - Utility - cell sites, miscellaneous
25 Wood frame Construction 0 to 500 square feet 0.25 2.50 4.00 6.75 $197 $49 $493 $789 $1,332 28 Wood frame Construction 501 to 5000 square feet 0.50 5.00 10.00 15.50 $197 $99 $987 $1,973 $3,058 29 Wood frame Construction 5001 to 10000 square feet 0.75 7.00 12.00 19.75 $197 $148 $1,381 $2,368 $3,897 30 Wood frame Construction 10001 to 15000 square feet 1.00 9.00 16.00 26.00 $197 $197 $1,776 $3,157 $5,130 31 Wood frame Construction 15001 to 25000 square feet 1.25 12.00 23.00 36.25 $197 $247 $2,368 $4,538 $7,152 32 Each additional 500 square feet 0.15 1.00 2.00 3.15 $197 $30 $197 $395 $622 34 Item: 13
288

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
20 Wood Frame 0 to 100 square feet
21 Wood Frame 101 to 500 square feet
22 Wood Frame 501 to 1000 square feet
23 Wood Frame 1001 to 2000 square feet
24 Each additional 1000 square feet
Basement - Semi-Finished
Basement - Unfinished
U - Utility - cell sites, miscellaneous
25 Wood frame Construction 0 to 500 square feet
28 Wood frame Construction 501 to 5000 square feet
29 Wood frame Construction 5001 to 10000 square feet
30 Wood frame Construction 10001 to 15000 square feet
31 Wood frame Construction 15001 to 25000 square feet
32 Each additional 500 square feet
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$158 $292 $450 54% $39 $296 $493 $829 100%
$323 $599 $922 62% $49 $543 $888 $1,480 100%
$487 $905 $1,393 72% $69 $691 $1,184 $1,943 100%
$938 $1,742 $2,681 85% $99 $1,184 $1,874 $3,157 100%
$525 $976 $1,501 135% $30 $395 $691 $1,115 100%
$374 $697 $1,071
$333 $620 $953
$188 $348 $536 40% $49 $493 $789 $1,332 100%
$750 $1,394 $2,145 70% $99 $987 $1,973 $3,058 100%
$1,201 $2,231 $3,432 88% $148 $1,381 $2,368 $3,897 100% $1,576 $2,928 $4,504 88% $197 $1,776 $3,157 $5,130 100% $2,365 $4,392 $6,757 94% $247 $2,368 $4,538 $7,152 100% $251 $466 $717 115% $30 $197 $395 $622 100%
35 Item: 13
289

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Masonry Construction 0 to 5000 square feet
Masonry Construction 5001 to 10000 square feet
Masonry Construction 10001 to 15000 square feet
Masonry Construction 15001 to 25000 square feet
Each additional 1000 square feet
Carports
33 Open Carport Construction 0 to 500 square feet
34 Open Carport Construction 501 to 5000 square feet
35 Open Carport Construction 5001 to 10000 square feet
36 Open Carport Construction 10001 to 15000 square feet 37 Open Carport Construction 15001 to 25000 square feet 38 Each additional 1000 square feet
39 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*
a) Plumbing Fees
b) Electrical Fees
c) Mechanical Fees
* [a] Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule.

Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$788 $1,463 $2,251
$1,276 $2,370 $3,646
$1,764 $3,276 $5,040
$2,627 $4,879 $7,506
$262 $487 $749
$112 $208 $321 38% $49 $296 $493 $839 100%
$562 $1,045 $1,608 93% $148 $691 $888 $1,726 100%
$900 $1,673 $2,574 104% $197 $987 $1,282 $2,466 100%
$1,238 $2,300 $3,539 122% $247 $1,085 $1,578 $2,910 100% $1,764 $3,276 $5,041 142% $296 $1,282 $1,973 $3,551 100% $206 $383 $589 95% $30 $197 $395 $622 100%
12% 12% 12% 12% 12% 12% 12% [a]
12% 12% 12% 12% 12% 12% 12% [a]
12% 12% 12% 12% 12% 12% 12% [a]
37 Item: 13
291

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Additional Fee for Air-Conditioning
1 Commercial Construction 0 to 5000 square feet
2 Commercial Construction 5001 to 10000 square feet
3 Commercial Construction 10001 to 15000 square feet
4 Commercial Construction 15001 to 25000 square feet
5 Each additional 500 square feet
6 Residential Construction any size
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$232 $431 $664 56% $0 $592 $591.92 $1,184 100%
$330 $613 $944 56% $0 $839 $838.55 $1,677 100%
$413 $766 $1,179 57% $0 $1,036 $1,035.85 $2,072 100%
$600 $1,115 $1,715 56% $0 $1,529 $1,529.12 $3,058 100%
$78 $146 $225 57% $0 $197 $197.31 $395 100%
$213 $397 $611 56% $0 $543 $542.59 $1,085 100%
39 Item: 13
293

Construction 15001 to 25000 square ft.

Each additional 1000 square feet
I-1, I-2 - Institutional, convalescent hospitals, nursing home I-4, R-4, Institutional, day care facilities, assisted living facilities Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square ft.

Construction 15001 to 25000 square ft.

Each additional 1000 square feet
40 Item: 13
294

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Alteration / Tenant Improvement / Remodel
B-Business, all categories
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
E-Educational
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
H-5, HPM
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square ft.

Construction 15001 to 25000 square ft.

Each additional 1000 square feet
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$356 $662 $1,018
$562 $1,045 $1,608
$788 $1,463 $2,251
$1,051 $1,952 $3,003
$78 $146 $225
$337 $627 $964
$525 $976 $1,501
$750 $1,394 $2,145
$1,013 $1,882 $2,895
$78 $146 $225
$390 $725 $1,115
$698 $1,296 $1,994
$886 $1,645 $2,531
$1,215 $2,259 $3,474
$67 $124 $192
$390 $725 $1,115
$698 $1,296 $1,994
$886 $1,645 $2,531
$1,215 $2,259 $3,474
$67 $124 $192
41 Item: 13
295

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
I-2, I-3, Institutional, hospital, restrained
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
I-4, R-4, Institutional, day care facilities, assisted living facilities Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square
Each additional 1000 square feet
M - Mercantile
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Each additional 1000 square feet
A-Assembly, all categories
B-Business, all categories
E-Educational
H- High Hazard
I- Institutional
M- Mercantile
L- Laboratories
1 Construction 0 to 5000 square feet
2 Construction 5001 to 10000 square feet
3 Construction 10001 to 15000 square feet
4 Each additional 1000 square feet
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$510 $948 $1,458
$848 $1,575 $2,423
$1,103 $2,049 $3,152
$1,463 $2,718 $4,182
$61 $114 $176
$337 $627 $964
$592 $1,101 $1,694
$795 $1,478 $2,273
$1,103 $2,049 $3,152
$67 $124 $192
$282 $522 $804
$413 $766 $1,179
$562 $1,045 $1,608
$71 $132 $203
varies $99 $789 $1,184 $2,072 100%
varies $118 $987 $1,578 $2,683 100%
varies $138 $1,184 $1,973 $3,295 100%
varies $20 $197 $296 $513 100%
43 Item: 13
297

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total
Hourly
Rate
Intake /
Processing Plan Check Permit Total
F-1, F-2, H-1 thru 4, factory & industrial, hazard
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
S-1 or S-2 - Storage, all categories
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
S-2, public garages
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
F- Factory
S- Storage
5 Construction 0 to 5000 square feet 0.50 2.00 4.00 6.50 $197 $99 $395 $789 $1,282 6 Construction 5001 to 10000 square feet 0.60 3.00 5.50 9.10 $197 $118 $592 $1,085 $1,795 7 Construction 10001 to 15000 square feet 0.70 4.00 7.50 12.20 $197 $138 $789 $1,480 $2,407 8 Construction 15001 to 25000 square feet 0.75 6.00 11.00 17.75 $197 $148 $1,184 $2,170 $3,502 9 Each additional 1000 square feet 0.10 0.50 0.75 1.35 $197 $20 $99 $148 $266 44 Item: 13
298

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
F-1, F-2, H-1 thru 4, factory & industrial, hazard
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
S-1 or S-2 - Storage, all categories
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
S-2, public garages
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
F- Factory
S- Storage
5 Construction 0 to 5000 square feet
6 Construction 5001 to 10000 square feet
7 Construction 10001 to 15000 square feet
8 Construction 15001 to 25000 square feet
9 Each additional 1000 square feet
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$195 $362 $557
$315 $585 $900
$427 $794 $1,222
$661 $1,227 $1,888
$60 $112 $173
$221 $411 $632
$315 $585 $900
$374 $697 $1,072
$562 $1,045 $1,608
$52 $97 $149
$158 $292 $450
$262 $487 $749
$353 $654 $1,008
$533 $989 $1,522
$54 $102 $157
varies $99 $395 $789 $1,282 100%
varies $118 $592 $1,085 $1,795 100%
varies $138 $789 $1,480 $2,407 100%
varies $148 $1,184 $2,170 $3,502 100%
varies $20 $99 $148 $266 100%
45 Item: 13
299

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total
Hourly
Rate
Intake /
Processing Plan Check Permit Total
R-3 Residential, Remodels
10 0 to 500 square feet 0.2 1.3 2.5 4.0 $197 $39 $247 $493 $779 11 501 to 1000 square feet 0.30 2.00 3.50 5.80 $197 $59 $395 $691 $1,144 12 1001 to 1500 square feet 0.40 2.50 5.00 7.90 $197 $79 $493 $987 $1,559 13 1501 to 2500 square feet 0.60 2.75 5.50 8.85 $197 $118 $543 $1,085 $1,746 14 Each additional 1000 square feet 0.10 0.50 0.50 1.10 $197 $20 $99 $99 $217 15 Miscellaneous Construction Permit 0.00 0.00 0.75 0.75 $197 $0 $0 $148 $148 R-1, R-2 Residential, Hotels, Multi-Family
R-4 Residential Care Facilities
16 Construction 0 to 5000 square feet 0.50 4.00 8.00 12.50 $197 $99 $789 $1,578 $2,466 17 Construction 5001 to 10000 square feet 0.60 4.75 12.00 17.35 $197 $118 $937 $2,368 $3,423 18 Construction 10001 to 15000 square feet 0.70 8.50 15.25 24.45 $197 $138 $1,677 $3,009 $4,824 19 Each additional 1000 square feet 0.1 1.0 1.5 2.6 $197 $20 $197 $296 $513 R-2 - Multiple Family
20 Construction 0 to 5000 square feet 0.40 3.25 6.50 10.15 $197 $79 $641 $1,282 $2,003 21 Construction 5001 to 10000 square feet 0.50 5.00 9.00 14.50 $197 $99 $987 $1,776 $2,861 22 Construction 10001 to 15000 square feet 0.60 6.50 12.00 19.10 $197 $118 $1,282 $2,368 $3,769 23 Construction 15001 to 25000 square feet 0.80 9.00 17.00 26.80 $197 $158 $1,776 $3,354 $5,288 24 Each additional 1000 square feet 0.10 1.00 2.00 3.10 $197 $20 $197 $395 $612 S-2, public garages
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
46 Item: 13
300

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
R-3 Residential, Remodels
10 0 to 500 square feet
11 501 to 1000 square feet
12 1001 to 1500 square feet
13 1501 to 2500 square feet
14 Each additional 1000 square feet
15 Miscellaneous Construction Permit
R-1, R-2 Residential, Hotels, Multi-Family
R-4 Residential Care Facilities
16 Construction 0 to 5000 square feet
17 Construction 5001 to 10000 square feet
18 Construction 10001 to 15000 square feet
19 Each additional 1000 square feet
R-2 - Multiple Family
20 Construction 0 to 5000 square feet
21 Construction 5001 to 10000 square feet
22 Construction 10001 to 15000 square feet
23 Construction 15001 to 25000 square feet
24 Each additional 1000 square feet
S-2, public garages
Construction 0 to 5000 square feet
Construction 5001 to 10000 square feet
Construction 10001 to 15000 square feet
Construction 15001 to 25000 square feet
Each additional 1000 square feet
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$153 $286 $440 56% $39 $247 $493 $779 100%
$229 $425 $654 57% $59 $395 $691 $1,144 100%
$300 $557 $858 55% $79 $493 $987 $1,559 100%
$446 $829 $1,275 73% $118 $543 $1,085 $1,746 100%
$34 $63 $97 45% $20 $99 $99 $217 100%
$64 $118 $182 123% $0 $0 $148 $148 100%
$345 $641 $986 40% $99 $789 $1,578 $2,466 100%
$615 $1,143 $1,759 51% $118 $937 $2,368 $3,423 100%
$818 $1,519 $2,337 48% $138 $1,677 $3,009 $4,824 100%
$75 $139 $214 42% $20 $197 $296 $513 100%
$221 $411 $632 32% $79 $641 $1,282 $2,003 100%
$315 $585 $900 31% $99 $987 $1,776 $2,861 100%
$374 $697 $1,072 28% $118 $1,282 $2,368 $3,769 100%
$562 $1,045 $1,608 30% $158 $1,776 $3,354 $5,288 100%
$52 $97 $149 24% $20 $197 $395 $612 100%
$158 $292 $450
$262 $487 $749
$353 $654 $1,008
$533 $989 $1,522
$54 $102 $157
47 Item: 13
301

Open Carport Construction 10001 to 15000 square ft.

Open Carport Construction 15001 to 25000 square ft.

Each additional 1000 square feet
31 For Permits Requiring Plumbing, Electric, or Mechanical Review the following percentages shall be added to base fees:*
a) Plumbing Fees
b) Electrical Fees
c) Mechanical Fees
* [a] Alternatively, the City may calculate applicable plumbing, electric, and mechanical fees using individual A/C and fixture count fees identified in this schedule. 48 Item: 13
302

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
U - Utility - cell sites, miscellaneous
25 Wood frame Construction 0 to 500 square feet
26 Wood frame Construction 501 to 5000 square feet
27 Wood frame Construction 5001 to 10000 square feet
28 Wood frame Construction 10001 to 15000 square feet
29 Wood frame Construction 15001 to 25000 square feet
30 Each additional 500 square feet
Masonry Construction 0 to 5000 square feet
Masonry Construction 5001 to 10000 square feet
Masonry Construction 10001 to 15000 square feet
Masonry Construction 15001 to 25000 square feet
Each additional 1000 square feet
Open Carport Construction 0 to 500 square feet
Open Carport Construction 501 to 5000 square feet
Open Carport Construction 5001 to 10000 square ft.

Open Carport Construction 10001 to 15000 square ft.

Open Carport Construction 15001 to 25000 square ft.

Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$37 $69 $106 12% $59 $296 $493 $848 100%
$149 $278 $428 31% $99 $493 $789 $1,381 100%
$240 $446 $686 37% $138 $641 $1,085 $1,865 100%
$315 $585 $900 39% $158 $740 $1,381 $2,279 100%
$473 $878 $1,351 51% $197 $888 $1,578 $2,664 100%
$50 $92 $143 45% $20 $99 $197 $316 100%
$158.00 $292.00 $450.00
$255.00 $474.00 $729.00
$353.00 $654.00 $1,008.00
$525.00 $976.00 $1,501.00
$52.00 $97.00 $149.00
$22.00 $41.00 $64.00
$112.00 $208.00 $321.00
$179.00 $334.00 $514.00
$247.00 $459.00 $707.00
$353.00 $654.00 $1,008.00
$41.00 $76.00 $117.00
12% 12% 12% 100% 12% 12% 12% 12% 100%
12% 12% 12% 100% 12% 12% 12% 12% 100%
12% 12% 12% 100% 12% 12% 12% 12% 100%
49 Item: 13
303

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total
Hourly
Rate
Intake /
Processing Plan Check Permit Total
Electrical Fee Schedule
1 Service meter 0.00 0.20 0.50 0.70 $197 $0 $39 $99 $138 2 Self-Contained Factory-Wired Appliances 0.00 0.10 0.20 0.30 $197 $0 $20 $39 $59 3 Radiant Ceiling Heat (per room) 0.00 0.10 0.20 0.30 $197 $0 $20 $39 $59 4 Outlets, Light Fixtures, Switches
a) 1 to 20 0.00 0.10 0.25 0.35 $197 $0 $20 $49 $69
b) 21 to 50 0.00 0.15 0.40 0.55 $197 $0 $30 $79 $109
c) 51 to 100 0.00 0.20 0.70 0.90 $197 $0 $39 $138 $178
d) Additional Outlets, Light Fixtures, Switches - Each group of 50 0.00 0.10 0.40 0.50 $197 $0 $20 $79 $99 Each additional
Each metal vapor fixture on same pole
Each additional metal fixture on same pole
5 Power Apparatus 1 (HP- KW, KVA)
2 a) 1 to 10 (HP< KW, KVA) 0.00 0.15 0.25 0.40 $197 $0 $30 $49 $79 b) 11 to 50 (HP< KW, KVA) 0.00 0.20 0.40 0.60 $197 $0 $39 $79 $118 c) 51 to 100 (HP< KW, KVA) 0.00 0.35 0.70 1.05 $197 $0 $69 $138 $207 d) Above 100 (HP< KW, KVA) 0.00 0.40 0.80 1.20 $197 $0 $79 $158 $237 Outlets first 20 each
Each Additional Outlet
Each 5 feet of multiple outlet assembly
Each multiple appliance outlet assembly
6 Signs 1 Sign and 1 transformer (each) 0.00 0.00 0.30 0.30 $197 $0 $0 $59 $59 7 Each additional sign's and transformer 0.00 0.00 0.10 0.10 $197 $0 $0 $20 $20 Each extra transformer, flasher or time clock
Each additional sign and transformer (same lot)
Additional sign & transformer moved to same new location Altering/changing letter on existing sign
Converting sign or decorative outlet tubing
Lamping Holding Devices First 20, each
More than 200
50 Item: 13
304

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Electrical Fee Schedule
1 Service meter
2 Self-Contained Factory-Wired Appliances
3 Radiant Ceiling Heat (per room)
4 Outlets, Light Fixtures, Switches
a) 1 to 20
b) 21 to 50
c) 51 to 100
d) Additional Outlets, Light Fixtures, Switches - Each group of 50 Each additional
Each metal vapor fixture on same pole
Each additional metal fixture on same pole
5 Power Apparatus 1 (HP- KW, KVA)
2 a) 1 to 10 (HP< KW, KVA)
b) 11 to 50 (HP< KW, KVA)
c) 51 to 100 (HP< KW, KVA)
d) Above 100 (HP< KW, KVA)
Outlets first 20 each
Each Additional Outlet
Each 5 feet of multiple outlet assembly
Each multiple appliance outlet assembly
6 Signs 1 Sign and 1 transformer (each)
7 Each additional sign's and transformer
Each extra transformer, flasher or time clock
Each additional sign and transformer (same lot)
Additional sign & transformer moved to same new location Altering/changing letter on existing sign
Converting sign or decorative outlet tubing
Lamping Holding Devices First 20, each
More than 200
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$21 $38 $59 43% $0 $39 $99 $138 100%
$13 $24 $38 63% $0 $20 $39 $59 100%
$9 $17 $27 45% $0 $20 $39 $59 100%
$1 $1 $2 3% $0 $20 $49 $69 100%
n/a $0 $30 $79 $109 100%
n/a $0 $39 $138 $178 100%
n/a $0 $20 $79 $99 100%
$0 $1 $1
$9 $17 $27
$0 $1 $1
$9 $17 $27
$21 $38 $59 75% $0 $30 $49 $79 100%
$28 $52 $80 68% $0 $39 $79 $118 100%
$49 $91 $139 67% $0 $69 $138 $207 100%
$56 $105 $161 68% $0 $79 $158 $237 100%
$1 $1 $2
$1 $1 $2
$8 $14 $21
$9 $17 $27
$19 $35 $54 91% $0 $0 $59 $59 100%
$2 $4 $6 33% $0 $0 $20 $20 100%
$2 $4 $6
$19 $35 $54
$9 $17 $27
$17 $31 $48
$17 $31 $48
$1 $1 $2
$0 $0 $0
51 Item: 13
305

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total
Hourly
Rate
Intake /
Processing Plan Check Permit Total
8 Service and Switchboard Sections less than 600 V or A and amps 0.00 0.20 0.50 0.70 $197 $0 $39 $99 $138 9 Less than 600 volts: 601 to 1000 amps 0.00 0.30 0.70 1.00 $197 $0 $59 $138 $197 10 Less than 600 volts: Over 1000 amps 0.00 0.40 0.90 1.30 $197 $0 $79 $178 $256 11 Over 600 volt rating (all amperages) 0.00 0.50 1.00 1.50 $197 $0 $99 $197 $296 12 Sub panel Change or Addition less than 200 amps A 600 A V 1st Section

0.00 0.20 0.50 0.70 $197 $0 $39 $99 $138
13 Less than 600 volts: Each Additional Section Sub panel more than 200 amps A

0.00 0.25 0.60 0.85 $197 $0 $49 $118 $168
More than 600 volts: 1st Section
More than 600 volts: Each Additional Section
14 Time Clock, Each 0.00 0.10 0.15 0.25 $197 $0 $20 $30 $49 Relocated Residential Building Electrical: Pre-lowering Building inspection, per 10 square feet
Garage, carport, same lot per 100 square feet
Relocated Commercial Building Pre-Lowering
15 Building Misc. Electrical Inspection (hourly rate per half hour, minimum one half hour)

0.00 0.00 0.50 0.50 $197 $0 $0 $99 $99
16 Under floor Ducts, per 100 ft. or fraction thereof 0.00 0.10 0.15 0.25 $197 $0 $20 $30 $49 17 Busway, for trolley & plug-in type busway each 100 ft. 0.00 0.10 0.25 0.35 $197 $0 $20 $49 $69 Annual Electrical Permit
Electrical Subpanel
18 Residential main panel upgrade/replacement 0.00 0.00 1.15 1.15 $197 $0 $0 $227 $227 19 Residential EV outlet/wall charger 0.00 0.10 0.50 0.60 $197 $0 $20 $99 $118 20 Commercial EV charger
a) Up to 4 chargers 0.25 2.00 2.00 4.25 $197 $49 $395 $395 $839 b) Each additional charger 0.05 0.40 0.50 0.95 $197 $10 $79 $99 $187 21 Yard electrical line extension 0.00 0.00 0.50 0.50 $197 $0 $0 $99 $99 22 Minimum Electrical Inspection - Residential 0.00 0.00 0.75 0.75 $197 $0 $0 $148 $148 23 Minimum Electrical Inspection - Non- Residential 0.00 0.00 2.00 2.00 $197 $0 $0 $395 $395 52 Item: 13
306

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
8 Service and Switchboard Sections less than 600 V or A and amps 9 Less than 600 volts: 601 to 1000 amps
10 Less than 600 volts: Over 1000 amps
11 Over 600 volt rating (all amperages)
12 Sub panel Change or Addition less than 200 amps A 600 A V 1st Section
13 Less than 600 volts: Each Additional Section Sub panel more than 200 amps A
More than 600 volts: 1st Section
More than 600 volts: Each Additional Section
14 Time Clock, Each
Relocated Residential Building Electrical: Pre-lowering Building inspection, per 10 square feet
Garage, carport, same lot per 100 square feet
Relocated Commercial Building Pre-Lowering
15 Building Misc. Electrical Inspection (hourly rate per half hour, minimum one half hour)
16 Under floor Ducts, per 100 ft. or fraction thereof
17 Busway, for trolley & plug-in type busway each 100 ft.

Annual Electrical Permit
Electrical Subpanel
18 Residential main panel upgrade/replacement
19 Residential EV outlet/wall charger
20 Commercial EV charger
a) Up to 4 chargers
b) Each additional charger
21 Yard electrical line extension
22 Minimum Electrical Inspection - Residential
23 Minimum Electrical Inspection - Non- Residential
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$21 $38 $59 43% $0 $39 $99 $138 100%
$36 $66 $102 52% $0 $59 $138 $197 100%
$41 $77 $118 46% $0 $79 $178 $256 100%
$49 $91 $139 47% $0 $99 $197 $296 100%
$21 $38 $59 43% $0 $39 $99 $138 100%
$13 $24 $38 22% $0 $49 $118 $168 100%
$49 $91 $139
$17 $31 $48
$9 $17 $27 54% $0 $20 $30 $49 100%
$21 $38 $59
$0 $1 $1
$8 $14 $21
$21 $38 $59
hourly rate $0 $0 $99 $99 100%
$11 $21 $32 65% $0 $20 $30 $49 100%
$17 $31 $48 70% $0 $20 $49 $69 100%
$64 $119 $182
$13 $24 $38
n/a - new $0 $0 $227 $227 100%
n/a - new $0 $20 $99 $118 100%
n/a - new $49 $395 $395 $839 100%
n/a - new $10 $79 $99 $187 100%
n/a - new $0 $0 $99 $99 100%
n/a - new $0 $0 $148 $148 100%
n/a - new $0 $0 $395 $395 100%
53 Item: 13
307

0.00 0.00 0.35 0.35 $197 $0 $0 $69 $69
2 More than 100 KBTU Air Condition / Cooling / Heating unit (each) - Non-Residential

0.00 0.25 0.75 1.00 $197 $0 $49 $148 $197
Evaporative cooler
3 Ventilating fan (each) 0.00 0.10 0.20 0.30 $197 $0 $20 $39 $59 4 Ventilating system (each) 0.00 0.15 0.30 0.45 $197 $0 $30 $59 $89 5 Hood with attached fan and ducts
a) Residential 0.00 0.00 0.25 0.25 $197 $0 $0 $49 $49
b) Commercial 0.00 0.25 0.80 1.05 $197 $0 $49 $158 $207 6 Commercial incinerator installation or relocation 0.00 0.40 1.00 1.40 $197 $0 $79 $197 $276 7 Cooling/reheating coil, electric strip heater 0.00 0.10 0.20 0.30 $197 $0 $20 $39 $59 8 Incidental gas piping 0.00 0.15 0.35 0.50 $197 $0 $30 $69 $99 Furnace or heater-floor mounted
9 Appliance vents 0.00 0.10 0.20 0.30 $197 $0 $20 $39 $59 Heating, refrigeration, cooling, absorption, evaporation repair Air handling unit 5000 CFM or less
More than 5000 CFM
10 Duct Work (each 10 inlets/outlets) 0.00 0.10 0.20 0.30 $197 $0 $20 $39 $59 n/a - new 11 Boiler, compressor, absorption system 5 HP, 100KBTU n/a - new Boiler, compressor, absorption system a) 5 HP, 100KBTU 0.00 0.20 0.40 0.60 $197 $0 $39 $79 $118 b) More than 5 HP or 100 KBTU 0.00 0.35 0.65 1.00 $197 $0 $69 $128 $197 Air conditioning or heating pups 5 tons/HP
12 Minimum Mechanical Inspection - Residential 0.00 0.00 0.75 0.75 $197 $0 $0 $148 $148 n/a - new 13 Minimum Mechanical Inspection - Non- Residential 0.00 0.00 2.00 2.00 $197 $0 $0 $395 $395 n/a - new Over 5 tons/HP
Non Listed, Regulated Appliance
54 Item: 13
308

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Mechanical Fee Schedule
1 Forced air, gravity furnace with ducts & vents 100 KBTU Air Condition / Cooling / Heating unit (each) - Residential 2 More than 100 KBTU Air Condition / Cooling / Heating unit (each) - Non-Residential
Evaporative cooler
3 Ventilating fan (each)
4 Ventilating system (each)
5 Hood with attached fan and ducts
a) Residential
b) Commercial
6 Commercial incinerator installation or relocation
7 Cooling/reheating coil, electric strip heater
8 Incidental gas piping
Furnace or heater-floor mounted
9 Appliance vents
Heating, refrigeration, cooling, absorption, evaporation repair Air handling unit 5000 CFM or less
More than 5000 CFM
10 Duct Work (each 10 inlets/outlets)
11 Boiler, compressor, absorption system 5 HP, 100KBTU
Boiler, compressor, absorption system a) 5 HP, 100KBTU
b) More than 5 HP or 100 KBTU
Air conditioning or heating pups 5 tons/HP
12 Minimum Mechanical Inspection - Residential
13 Minimum Mechanical Inspection - Non- Residential
Over 5 tons/HP
Non Listed, Regulated Appliance
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$21 $38 $59 85% $0 $0 $69 $69 100%
$36 $66 $102 52% $0 $49 $148 $197 100%
$15 $28 $43
$11 $21 $32 54% $0 $20 $39 $59 100%
$17 $31 $48 54% $0 $30 $59 $89 100%
$21 $38 $59
$0 $0 $49 $49 100%
$0 $49 $158 $207 100%
$56 $105 $161 58% $0 $79 $197 $276 100%
$11 $21 $32 54% $0 $20 $39 $59 100%
$11 $21 $32 33% $0 $30 $69 $99 100%
$21 $38 $59
$13 $24 $38 63% $0 $20 $39 $59 100%
$17 $31 $48
$17 $31 $48
$28 $52 $80
n/a - new $0 $20 $39 $59 100%
n/a - new
$28 $52 $80 68% $0 $39 $79 $118 100%
$49 $91 $139 71% $0 $69 $128 $197 100%
$28 $52 $80
n/a - new $0 $0 $148 $148 100%
n/a - new $0 $0 $395 $395 100%
$49 $91 $139
$15 $28 $43
55 Item: 13
309

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total Hourly Rate
Intake /
Processing Plan Check Permit Total
Plumbing Fee Schedule
1 Gas Piping system (Group of 1-5 outlets) 0.00 0.15 0.30 0.45 $197 $0 $30 $59 $89 Each additional outlet
2 Sewer/drain line, seepage pit, septic tank, sewer cap 0.00 0.20 0.40 0.60 $197 $0 $39 $79 $118 3 Private sewer disposal system 0.00 0.25 0.60 0.85 $197 $0 $49 $118 $168 4 Each Plumbing Fixture 0.00 0.05 0.15 0.20 $197 $0 $10 $30 $39 Each additional device
5 Yard water dist system, gas system, sewer lines extension (water & gas) (each extension line)

0.00 0.00 0.50 0.50 $197 $0 $0 $99 $99
6 Gas regulator each 0.00 0.10 0.15 0.25 $197 $0 $20 $30 $49 7 Temporary Gas service 0.00 0.20 0.35 0.55 $197 $0 $39 $69 $108 8 Temp work w/gas service residential 0.00 0.20 0.35 0.55 $197 $0 $39 $69 $108 9 Temp work w/gas service commercial 0.00 0.25 0.45 0.70 $197 $0 $49 $89 $138 10 Minimum Plumbing Inspection - Residential 0.00 0.00 0.75 0.75 $197 $0 $0 $148 $148 n/a - new 11 Minimum Plumbing Inspection - Non-Residential (T/I) 0.00 0.00 2.00 2.00 $197 $0 $0 $395 $395 n/a - new 12 Repipe 0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197
56 Item: 13
310

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Plumbing Fee Schedule
1 Gas Piping system (Group of 1-5 outlets)
Each additional outlet
2 Sewer/drain line, seepage pit, septic tank, sewer cap 3 Private sewer disposal system
4 Each Plumbing Fixture
Each additional device
5 Yard water dist system, gas system, sewer lines extension (water & gas) (each extension line)
6 Gas regulator each
7 Temporary Gas service
8 Temp work w/gas service residential
9 Temp work w/gas service commercial
10 Minimum Plumbing Inspection - Residential
11 Minimum Plumbing Inspection - Non-Residential (T/I)
12 Repipe
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$11 $21 $32 36% $0 $30 $59 $89 100%
$7 $14 $21
$21 $38 $59 50% $0 $39 $79 $118 100%
$36 $66 $102 61% $0 $49 $118 $168 100%
$11 $21 $32 82% $0 $10 $30 $39 100%
$1 $2 $3
$22 $42 $64 65% $0 $0 $99 $99 100%
$7 $14 $21 43% $0 $20 $30 $49 100%
$28 $52 $80 74% $0 $39 $69 $108 100%
$28 $52 $80 74% $0 $39 $69 $108 100%
$36 $66 $102 74% $0 $49 $89 $138 100%
n/a - new $0 $0 $148 $148 100%
n/a - new $0 $0 $395 $395 100%
$0 $0 $150 76% $0 $0 $197 $197 100%
57 Item: 13
311

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description Plan Check
Intake /
Processing Permit Total
Hourly
Rate Plan Check
Intake /
Processing Permit Total
Grading Fee Schedule
Preliminary/Rough Grading cost per acre up to 20 acres 1.50 2.75 4.25 $197 $296 $543 $839 Cost per acre over 20 acres 2.00 3.50 5.50 $197 $395 $691 $1,085 Precise Grading cost per acre up to 20 acres 6.75 12.50 19.25 $197 $1,332 $2,466 $3,798 Cost per acre over 20 acres 9.00 16.75 25.75 $197 $1,776 $3,305 $5,081 Site Electrical Underground 0.25 0.00 0.75 1.00 $197 $49 $0 $148 $197 Site Plumbing Underground 0.25 0.00 0.75 1.00 $197 $49 $0 $148 $197 Site Mechanical Underground 0.25 0.00 0.75 1.00 $197 $49 $0 $148 $197 Site Accessibility 0.25 0.75 1.00 $197 $49 $148 $197
Reinspection 0.50 1.00 1.50 $197 $99 $197 $296
58 Item: 13
312

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Grading Fee Schedule
Preliminary/Rough Grading cost per acre up to 20 acres
Cost per acre over 20 acres
Precise Grading cost per acre up to 20 acres
Cost per acre over 20 acres
Site Electrical Underground
Site Plumbing Underground
Site Mechanical Underground
Site Accessibility
Reinspection
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$217 $403 $621 74%
$277 $515 $793 73%
$976 $1,812 $2,789 73%
$1,313 $2,439 $3,753 74%
$52 $97 $149 76%
$52 $97 $149 76%
$52 $97 $149 76%
$52 $97 $149 76%
$75 $139 $214 72%
59 Item: 13
313

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total Hourly Rate
Intake /
Processing Plan Check Permit Total
Miscellaneous Fees
Plan Review: Accessibility, Energy
1 Accessibility Plan Review (Minimum) 0.00 1.25 0.00 1.25 $197 $0 $247 $0 $247 2 Energy Plan Review New Residential Building Self-Contained 0.00 1.25 0.00 1.25 $197 $0 $247 $0 $247 3 Energy Plan Review New Nonresidential Building 0.00 1.50 0.00 1.50 $197 $0 $296 $0 $296 4 Energy Plan Review Residential Room Addition and/or Alteration 0.00 0.75 0.00 0.75 $197 $0 $148 $0 $148 5 Energy Plan Review Tenant Improvement 0.00 1.25 0.00 1.25 $197 $0 $247 $0 $247 6 Energy Plan Review Electrical Only 0.00 1.00 0.00 1.00 $197 $0 $197 $0 $197 7 Energy Plan Review Plumbing Only 0.00 1.00 0.00 1.00 $197 $0 $197 $0 $197 8 Energy Plan Review Mechanical Only 0.00 1.00 0.00 1.00 $197 $0 $197 $0 $197 9 Geotechnical Report Review (Minimum) 0.00 1.00 0.00 1.00 $197 $0 $197 $0 $197 n/a - new 10 Accessibility Inspection (Minimum) 0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197 n/a - new 11 Residential MEP review (Minimum) 0.00 0.50 0.00 0.50 $197 $0 $99 $0 $99 n/a - new Other Fees
12 Permit Issuance Fee (Applies to All Permits) 0.00 0.00 0.25 0.25 $197 $0 $0 $49 $49 13 Permit Revision Processing Fee (Minimum fee) 0.25 0.00 0.00 0.25 $197 $49 $0 $0 $49 n/a - new 14 Appeal Board Application $150 per hour with $700 deposit 15 Awning/Canopy (Supported by Building) 0.10 1.00 1.30 2.40 $197 $20 $197 $256 $474 16 Balcony/Deck - Addition/Repair (Residential) 0.10 1.70 2.20 4.00 $197 $20 $335 $434 $789 17 Carport
a) First 0.20 1.30 1.75 3.25 $197 $39 $256 $345 $641
b) Each Additional 0.00 0.20 0.50 0.70 $197 $0 $39 $99 $138 18 Certificate of Occupancy
a) Temporary Certificate of Occupancy (per 30 Days) 0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197 b) Certificate of Occupancy 0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197 19 Change of Contractor 0.00 0.50 0.50 $197 $0 $0 $99 $99 20 Commercial Miscellaneous Structures (e.g. Flagpoles, Spray Booths, Tanks, Equipment Foundations, Fountain Structures, Trash Enclosures, Light poles, etc.)

0.20 2.00 2.50 4.70 $197 $39 $395 $493 $927
60 Item: 13
314

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Miscellaneous Fees
Plan Review: Accessibility, Energy
1 Accessibility Plan Review (Minimum)
2 Energy Plan Review New Residential Building Self-Contained 3 Energy Plan Review New Nonresidential Building
4 Energy Plan Review Residential Room Addition and/or Alteration 5 Energy Plan Review Tenant Improvement
6 Energy Plan Review Electrical Only
7 Energy Plan Review Plumbing Only
8 Energy Plan Review Mechanical Only
9 Geotechnical Report Review (Minimum)
10 Accessibility Inspection (Minimum)
11 Residential MEP review (Minimum)
Other Fees
12 Permit Issuance Fee (Applies to All Permits)
13 Permit Revision Processing Fee (Minimum fee)
14 Appeal Board Application
15 Awning/Canopy (Supported by Building)
16 Balcony/Deck - Addition/Repair (Residential)
17 Carport
a) First
b) Each Additional
18 Certificate of Occupancy
a) Temporary Certificate of Occupancy (per 30 Days)
b) Certificate of Occupancy
19 Change of Contractor
20 Commercial Miscellaneous Structures (e.g. Flagpoles, Spray Booths, Tanks, Equipment Foundations, Fountain Structures, Trash Enclosures, Light poles, etc.)
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$149 $0 $149 60% $0 $247 $0 $247 100%
$149 $0 $149 60% $0 $247 $0 $247 100%
$203 $0 $203 69% $0 $296 $0 $296 100%
$129 $0 $129 87% $0 $148 $0 $148 100%
$171 $0 $171 69% $0 $247 $0 $247 100%
$149 $0 $149 76% $0 $197 $0 $197 100%
$149 $0 $149 76% $0 $197 $0 $197 100%
$149 $0 $149 76% $0 $197 $0 $197 100%
n/a - new $0 $197 $0 $197 100%
n/a - new $0 $0 $197 $197 100%
n/a - new $0 $99 $0 $99 100%
$0 $0 $32 16% $0 $0 $49 $49 100%
n/a - new $49 $0 $0 $49 100%
$150 per hour with $700 deposit $194 per hour with $700 deposit $105 $195 $300 63% $20 $197 $256 $474 100%
$158 $292 $450 57% $20 $335 $434 $789 100%
$131 $243 $374 58% $39 $256 $345 $641 100%
$66 $121 $188 136% $0 $39 $99 $138 100%
$0 $0 $262 133% $0 $0 $197 $197 100%
$0 $0 $149 76% $0 $0 $197 $197 100%
$0 $0 $112 114% $0 $0 $99 $99 100%
$210 $390 $601 65% $39 $395 $493 $927 100%
61 Item: 13
315

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total Hourly Rate
Intake /
Processing Plan Check Permit Total
21 Fences
a) Six to eight feet in height
i) First 100 linear feet 0.10 1.00 1.40 2.50 $197 $20 $197 $276 $493 ii) Each additional 100 linear feet, or fraction thereof 0.00 0.00 0.20 0.20 $197 $0 $0 $39 $39 b) Over eight feet in height
i) First 100 linear feet 0.25 1.25 1.75 3.25 $197 $49 $247 $345 $641 ii) Each additional 100 linear feet, or fraction thereof 0.00 0.00 0.20 0.20 $197 $0 $0 $39 $39 22 Fireplace 0.00 1.00 1.50 2.50 $197 $0 $197 $296 $493 23 Kitchen Remodel
a) Kitchen Remodel - Minor 0.00 0.25 1.50 1.75 $197 $0 $49 $296 $345 n/a - new b) Kitchen Remodel - Major 0.00 0.25 2.25 2.50 $197 $0 $49 $444 $493 n/a - new 24 Bathroom Remodel
a) First Full Bathroom 0.00 0.25 2.00 2.25 $197 $0 $49 $395 $444 n/a - new b) Each Additional Full Bathroom 0.00 0.20 1.25 1.45 $197 $0 $39 $247 $286 n/a - new c) Half Bathroom 0.00 0.25 1.00 1.25 $197 $0 $49 $197 $247 n/a - new d) Bathroom Layout modification or wall partition removal 0.00 0.00 0.40 0.40 $197 $0 $0 $79 $79 n/a - new 25 Backyard Improvements
a) Gas, Electrical, water, sewer lines extension (each) 0.00 0.00 0.50 0.50 $197 $0 $0 $99 $99 n/a - new 26 Remove/Re-Install roof mounted PV panels 0.00 0.10 0.50 0.60 $197 $0 $20 $99 $118 n/a - new 27 Geotechnical Engineering T&M, plus 15% admin fee
28 Patio Covers
a) 0 to 200 square feet With Calculations 0.10 1.50 1.70 3.30 $197 $20 $296 $335 $651 b) 201 square feet and larger Without Calculations / Pre engineered

0.00 0.50 1.50 2.00 $197 $0 $99 $296 $395
c) Entry Porch - Less than 200 SF 0.00 0.50 0.95 1.45 $197 $0 $99 $187 $286 n/a - new d) City standard Design 0.00 0.25 1.20 1.45 $197 $0 $49 $237 $286 n/a - new Parking Lots - Restriping / Resurfacing (per hour)
29 Partition 0.00 0.70 1.30 2.00 $197 $0 $138 $256 $395 30 Pool / Spa
a) Swimming Pool / Spa 0.00 1.75 4.00 5.75 $197 $0 $345 $789 $1,135 b) Detached Spa / Water Feature 0.00 0.25 0.50 0.75 $197 $0 $49 $99 $148 c) Gunite Alteration Pool / Spa Remodel 0.00 1.00 2.00 3.00 $197 $0 $197 $395 $592 d) Pool Equipment Change-out 0.00 0.25 1.00 1.25 $197 $0 $49 $197 $247 62 Item: 13
316

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
21 Fences
a) Six to eight feet in height
i) First 100 linear feet
ii) Each additional 100 linear feet, or fraction thereof b) Over eight feet in height
i) First 100 linear feet
ii) Each additional 100 linear feet, or fraction thereof 22 Fireplace
23 Kitchen Remodel
a) Kitchen Remodel - Minor
b) Kitchen Remodel - Major
24 Bathroom Remodel
a) First Full Bathroom
b) Each Additional Full Bathroom
c) Half Bathroom
d) Bathroom Layout modification or wall partition removal 25 Backyard Improvements
a) Gas, Electrical, water, sewer lines extension (each) 26 Remove/Re-Install roof mounted PV panels
27 Geotechnical Engineering
28 Patio Covers
a) 0 to 200 square feet With Calculations
b) 201 square feet and larger Without Calculations / Pre engineered
c) Entry Porch - Less than 200 SF
d) City standard Design
Parking Lots - Restriping / Resurfacing (per hour)
29 Partition
30 Pool / Spa
a) Swimming Pool / Spa
b) Detached Spa / Water Feature
c) Gunite Alteration Pool / Spa Remodel
d) Pool Equipment Change-out
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$117 $220 $337 68% $20 $197 $276 $493 100%
$13 $24 $38 96% $0 $0 $39 $39 100%
$236 $439 $675 105% $49 $247 $345 $641 100%
$25 $48 $74 188% $0 $0 $39 $39 100%
$170 $317 $487 99% $0 $197 $296 $493 100%
n/a - new $0 $49 $296 $345 100%
n/a - new $0 $49 $444 $493 100%
n/a - new $0 $49 $395 $444 100%
n/a - new $0 $39 $247 $286 100%
n/a - new $0 $49 $197 $247 100%
n/a - new $0 $0 $79 $79 100%
n/a - new $0 $0 $99 $99 100%
n/a - new $0 $20 $99 $118 100%
T&M, plus 15% admin fee T&M, plus 15% admin fee
$78 $146 $225 35% $20 $296 $335 $651 100%
$131 $243 $374 95% $0 $99 $296 $395 100%
n/a - new $0 $99 $187 $286 100%
n/a - new $0 $49 $237 $286 100%
$0 $0 $149
$105 $195 $300 76% $0 $138 $256 $395 100%
$315 $585 $900 79% $0 $345 $789 $1,135 100%
$105 $195 $300 203% $0 $49 $99 $148 100%
$158 $292 $450 76% $0 $197 $395 $592 100%
$78 $146 $225 91% $0 $49 $197 $247 100%
63 Item: 13
317

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total Hourly Rate
Intake /
Processing Plan Check Permit Total
31 Re-Roof
a) Without calculations
i) Up to 2,000 square feet 0.00 0.00 1.25 1.25 $197 $0 $0 $247 $247 ii) Each additional 1,000 square feet or fraction thereof 0.00 0.00 0.25 0.25 $197 $0 $0 $49 $49 b) With calculations
i) Up to 2,000 square feet 0.00 0.50 1.25 1.75 $197 $0 $99 $247 $345 ii) Each additional 1,000 square feet or fraction thereof 0.00 0.00 0.25 0.25 $197 $0 $0 $49 $49 32 Retaining Wall 3 to 6 feet high
a) First 400 square feet 100 Linear Feet 0.10 1.00 1.75 2.85 $197 $20 $197 $345 $562 b) Each additional 400 square feet 100 Linear Feet, or fraction thereof

0.00 0.20 0.40 0.60 $197 $0 $39 $79 $118
33 Retaining wall more than 6 feet high (per 400 square feet) a) First 400 square feet 100 Linear Feet 0.15 1.25 2.25 3.65 $197 $30 $247 $444 $720 b) Each additional 400 square feet 100 Linear Feet, or fraction thereof

0.00 0.20 0.40 0.60 $197 $0 $39 $79 $118
34 Seismic Reinforcement Retrofit 25% of Tenant Improvement Fees a) Seismic Retrofit - Residential 0.00 0.80 1.50 2.30 $197 $0 $158 $296 $454 n/a - new b) Seismic Retrofit - Non-Residential (Minimum) 0.25 2.00 3.00 5.25 $197 $49 $395 $592 $1,036 n/a - new 35 Signs (per sign)
a) Wall Mounted and reface 0.00 0.30 0.60 0.90 $197 $0 $59 $118 $178 n/a - new b) Monument Signs - New Foundation 0.00 1.00 1.25 2.25 $197 $0 $197 $247 $444 n/a - new Skylights, Windows, Doors
a) Each Residential Job
b) Each Commercial Job
36 New Skylight 0.00 0.25 0.50 0.75 $197 $0 $49 $99 $148 n/a - new 37 Windows/doors retrofit (up to 10 items)
a) up to 10 items 0.00 0.10 0.80 0.90 $197 $0 $20 $158 $178 n/a - new b) Each additional 10 items 0.00 0.00 0.25 0.25 $197 $0 $0 $49 $49 n/a - new 38 Fenestration alteration with framing modification (Minimum) 0.00 0.25 1.00 1.25 $197 $0 $49 $197 $247 n/a - new Slab Only
64 Item: 13
318

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
31 Re-Roof
a) Without calculations
i) Up to 2,000 square feet
ii) Each additional 1,000 square feet or fraction thereof b) With calculations
i) Up to 2,000 square feet
ii) Each additional 1,000 square feet or fraction thereof 32 Retaining Wall 3 to 6 feet high
a) First 400 square feet 100 Linear Feet
b) Each additional 400 square feet 100 Linear Feet, or fraction thereof
33 Retaining wall more than 6 feet high (per 400 square feet) a) First 400 square feet 100 Linear Feet
b) Each additional 400 square feet 100 Linear Feet, or fraction thereof
34 Seismic Reinforcement Retrofit
a) Seismic Retrofit - Residential
b) Seismic Retrofit - Non-Residential (Minimum)
35 Signs (per sign)
a) Wall Mounted and reface
b) Monument Signs - New Foundation
Skylights, Windows, Doors
a) Each Residential Job
b) Each Commercial Job
36 New Skylight
37 Windows/doors retrofit (up to 10 items)
a) up to 10 items
b) Each additional 10 items
38 Fenestration alteration with framing modification (Minimum) Slab Only
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$78 $146 $225 91% $0 $0 $247 $247 100%
$25 $48 $74 150% $0 $0 $49 $49 100%
$131 $243 $374 108% $0 $99 $247 $345 100%
$25 $46 $70 142% $0 $0 $49 $49 100%
$117 $220 $337 60% $20 $197 $345 $562 100%
$13 $24 $38 32% $0 $39 $79 $118 100%
$236 $439 $675 94% $30 $247 $444 $720 100%
$25 $48 $74 63% $0 $39 $79 $118 100%
25% of Tenant Improvement Fees 25% of Tenant Improvement Fees n/a - new $0 $158 $296 $454 100%
n/a - new $49 $395 $592 $1,036 100%
$52 $97 $149
n/a - new $0 $59 $118 $178 100%
n/a - new $0 $197 $247 $444 100%
$66 $121 $188
$117 $220 $337
n/a - new $0 $49 $99 $148 100%
n/a - new $0 $20 $158 $178 100%
n/a - new $0 $0 $49 $49 100%
n/a - new $0 $49 $197 $247 100%
100% of
Applicable
Fee
25% of
Applicable
Fee
100% of PC;
25% of Permit
65 Item: 13
319

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total Hourly Rate
Intake /
Processing Plan Check Permit Total
Solar
a) Residential Systems (Expedited Process)
b) Residential Systems (All Others) - See note for > 15kW or 10kWth
c) Commercial Systems - See note for > 50kW or 30kWth
39 Residential Solar Photovoltaic System
a) roof mounted PV system < 15 KW
b) roof mounted PV system > 15 KW (each KW over 15)
c) ESS with single battery paired with the PV system 0.10 0.25 0.40 0.75 $197 $20 $49 $79 $148 d) Each additional battery 0.00 0.10 0.20 0.30 $197 $0 $20 $39 $59 e) Additional EV Charging (Electric Vehicle) 0.00 0.10 0.50 0.60 $197 $0 $20 $99 $118 f) SolarAPP+ approved PV and ESS system
40 Commercial Solar Photovoltaic System - Solar Permit
a) 50kW or less
b) > 50kW – 250kW – per each kW above 50kW
c) Above 250kW – per each kW above 250kW
d) ESS paired with the PV system (each battery) 0.20 0.80 1.20 2.20 $197 $39 $158 $237 $434 41 Storage Racks (Commercial)
a) First 100 200 linear feet 0.20 2.00 2.80 5.00 $197 $39 $395 $552 $987 b) Each additional 100 linear feet 0.00 0.25 0.45 0.70 $197 $0 $49 $89 $138 42 Stucco Application
a) First 500 square feet 0.00 0.20 1.00 1.20 $197 $0 $39 $197 $237 b) Each additional 500 square feet 0.00 0.00 0.10 0.15 $197 $0 $0 $20 $20 43 Temporary Trailer 0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197 44 Water Heater Change-Out
a) Residential 0.00 0.00 0.75 0.75 $197 $0 $0 $148 $148 b) Non-Residential 0.00 0.50 1.00 1.50 $197 $0 $99 $197 $296 66 Item: 13
320

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
Solar
a) Residential Systems (Expedited Process)
b) Residential Systems (All Others) - See note for > 15kW or 10kWth
c) Commercial Systems - See note for > 50kW or 30kWth
39 Residential Solar Photovoltaic System
a) roof mounted PV system < 15 KW
b) roof mounted PV system > 15 KW (each KW over 15)
c) ESS with single battery paired with the PV system
d) Each additional battery
e) Additional EV Charging (Electric Vehicle)
f) SolarAPP+ approved PV and ESS system
40 Commercial Solar Photovoltaic System - Solar Permit
a) 50kW or less
b) > 50kW – 250kW – per each kW above 50kW
c) Above 250kW – per each kW above 250kW
d) ESS paired with the PV system (each battery)
41 Storage Racks (Commercial)
a) First 100 200 linear feet
b) Each additional 100 linear feet
42 Stucco Application
a) First 500 square feet
b) Each additional 500 square feet
43 Temporary Trailer
44 Water Heater Change-Out
a) Residential
b) Non-Residential
Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$91 $170 $262 [a]
$158 $292 $450 [a]
$350 $650 $1,000 [b]
$0 $85 $300 $385 [a]
$0 $0 $15 $15 [a]
$20 $49 $79 $148 100%
$0 $20 $39 $59 100%
$0 $20 $99 $118 100%
$0 $0 $385 $385
$0 $350 $580 $930 [b]
$0 $0 $7 $7 [b]
$0 $0 $5 $5 [b]
$39 $158 $237 $434 100%
$158 $292 $450 46% $39 $395 $552 $987 100%
$8 $16 $24 17% $0 $49 $89 $138 100%
$105 $195 $300 127% $0 $39 $197 $237 100%
$13 $24 $38 193% $0 $0 $20 $20 100%
$0 $0 $149 76% $0 $0 $197 $197 100%
$29 $55 $85
$0 $0 $148 $148 100%
$0 $99 $197 $296 100%
67 Item: 13
321

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours Cost of Service Current Fees
Fee Description
Intake /
Processing Plan Check Permit Total Hourly Rate
Intake /
Processing Plan Check Permit Total
45 Other Fees and Charges
a) Miscellaneous Plan Check (per hour) 0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197 b) Miscellaneous Inspection (per hour) 0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197 c) Re-Inspection, Missed Inspection (each - After 3 missed/failed inspections)

0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197
d) Phased Inspection (each) (per half hour) 0.00 0.00 0.50 0.50 $197 $0 $0 $99 $99 e) After Hours Inspection (per hour; 4-hour minimum) 0.00 0.00 1.00 1.00 $237 $0 $0 $237 $237 f) Preliminary Plan Review (per hour) 0.00 1.00 0.00 1.00 $197 $0 $197 $0 $197 g) Excess Plan Review (per hour) 0.00 1.00 0.00 1.00 $197 $0 $197 $0 $197 h) Plan Check Revisions (per hour) 0.00 1.00 0.00 1.00 $197 $0 $197 $0 $197 i) Construction Site Stormwater Compliance inspections for small sites less than 1 acre of land disturbance area (per hour)

0.00 0.00 1.00 1.00 $197 $0 $0 $197 $197 n/a - new
j) Construction Site Stormwater Compliance inspections for sites equal or greater than 1 acre of land disturbance area (deposit- based)
n/a - new
Credit Card Transaction Fee 3% - Direct pass-through to vendor 46 Work Without a Permit or Work Beyond Scope of Permit 2x Permit Fee [a] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450. Fees in excess of these amounts require written findings and resolution or ordinance.
[b] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
[c] Re-inspection fee applies after 2nd re-inspection (i.e. applicable at 3rd re-inspection).
[d] Fee is per phased inspection. Fee is in addition to base applicable permit and plan check fees.
[e] Excess plan review fee applies after 3rd review (i.e. applicable at 4th plan review).
68 Item: 13
322

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Building Fees
Estimated Labor Hours
Fee Description
45 Other Fees and Charges
a) Miscellaneous Plan Check (per hour)
b) Miscellaneous Inspection (per hour)
c) Re-Inspection, Missed Inspection (each - After 3 missed/failed inspections)
d) Phased Inspection (each) (per half hour)
e) After Hours Inspection (per hour; 4-hour minimum)
f) Preliminary Plan Review (per hour)
g) Excess Plan Review (per hour)
h) Plan Check Revisions (per hour)
i) Construction Site Stormwater Compliance inspections for small sites less than 1 acre of land disturbance area (per hour) j) Construction Site Stormwater Compliance inspections for sites equal or greater than 1 acre of land disturbance area (deposit- based)
Credit Card Transaction Fee
46 Work Without a Permit or Work Beyond Scope of Permit [a] California Government Code Section 66015(a)(1), establishes maximum fees for residential solar energy systems. For photovoltaic systems, fees shall not exceed $450. Fees in excess of these amounts require written findings and resolution or ordinance.
[b] California Government Code Section 66015(b)(1), establishes maximum fees for commercial solar energy systems. Fees shall not exceed $1,000 for systems up plus $7 per kWth for each kWth between the 30th and 260th kWth, plus $5 for each kWth above 260kWth. Fees in excess of these amounts require written findings and resolution or ordinance.
[c] Re-inspection fee applies after 2nd re-inspection (i.e. applicable at 3rd re-inspection).
[d] Fee is per phased inspection. Fee is in addition to base applicable permit and plan check fees.
[e] Excess plan review fee applies after 3rd review (i.e. applicable at 4th plan review).

Current Fees Proposed Fees
Plan Check Permit Total
Current Cost
Recovery
Intake /
Processing Plan Check Permit Total
Proposed
Cost Recovery
Proposed Fee
Structure Note
$0 $149 $149 76% $0 $0 $197 $197 100% per hour
$0 $149 $149 76% $0 $0 $197 $197 100% per hour
$0 $149 $149 76% $0 $0 $197 $197 100% [c]
$0 $75 $75 76% $0 $0 $99 $99 100% [d]
$0 $188 $188 79% $0 $0 $237 $237 100%
$149 $0 $149 76% $0 $197 $0 $197 100%
$149 $0 $149 76% $0 $197 $0 $197 100% [e]
$149 $0 $149 76% $0 $197 $0 $197 100%
n/a - new $0 $0 $197 $197 100%
n/a - new T&M with $5,000 deposit
3% - Direct pass-through to vendor
2x Permit Fee 2x Permit Fee
69 Item: 13
323

Cost of Service Analysis - Community Preservation
70 Item: 13
324

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - Community Preservation Fees Fee Description Labor Hours Hourly Rate Cost of Service Current Fee Current Cost
Recovery Proposed Fee
Proposed Cost
Recovery
Proposed Fee
Structure Note
1 Massage Establishment Permit Application
a) Initial 4.0 x $114 = $456 $516 113% $456 100% Fixed Fee b) Renewal 4.0 x $114 = $456 $516 113% $456 100% Fixed Fee 2 Massage Establishment Appeal 4.0 x $114 = $456 $500 110% $456 100% Fixed Fee 3 Shopping Cart Containment Plan 3.0 x $114 = $342 $387 113% $342 100% Fixed Fee 4 Property Impound Fee
a) If a hauler is used 5.8 x $114 = $656 $696 106% $656 100% Fixed Fee b) If no hauler is used 2.3 x $114 = $257 $280 109% $257 100% Fixed Fee 5 Group Homes Permit Deposit x $114 = varies n/a - new $3,000 100% Deposit 71 Item: 13
325

Cost of Service Analysis - Advanced Planning / General Plan Update 72 Item: 13
326

City of Lake Forest
User and Regulatory Fee Study
Cost of Service Calculation - General Plan Update / Advanced Planning Amortized Annual Costs Estimated Expenditures
Description Total
Amortization /
Update Frequency Annual Cost Notes
General Plan Update $2,000,000 15 $133,333 [a]
Housing Element $200,000 4 $50,000 [a]
Zoning Code $50,000 1 $50,000 [a]
Advanced Planning Annual In-House Labor Costs $366,400 1 $366,400 [b] Total - Labor Expenditures $2,616,400 $599,733
Notes:
[a] Source: Conservative estimates of update costs. Estimated by consultant based on information provided by City staff and recent interviews with similar communities. [b] Source: FY 25/26 adopted budget.
73 Item: 13
327

Cost of Service Analysis - Hourly Rate Calculations for Deposit Billings 74 Item: 13
328

City of Lake Forest
User and Regulatory Fee Study
Hourly Rate Calculation for Development Review Direct Service Support Received from Other Divisions Proposed Hourly Rates for Fee-Related Billings
# Description
Base
Annual
Wages Benefits Total FTE
Cost Per
FTE
Allocation
of Agency
Overhead
Total
Estimated
Cost Per FTE
Productive
Hours Per
FTE
Direct Svc
Ratio
Direct Svc
Hours
Cost Per
Hour Notes
1 City Clerk Program Billing Rate for Development Review Direct Services
$239,600 $81,400 $321,000 2.20 $145,909 21.0% $176,550 1,824 1.00 1,824 $97 [a] 2 City Manager Program Billing Rate for Development Review Direct Services
$796,200 $209,400 $1,005,600 4.00 $251,400 21.0% $304,194 1,824 0.85 1,550 $196 [b] 3 Community Services Support Program Billing Rate for Development Review Direct Services
$140,600 $36,250 $176,850 0.75 $235,800 21.0% $285,318 1,824 0.75 1,368 $209 [c] 4 Financial Planning & Budget Development Review Support $258,000 $76,650 $334,650 1.75 $191,229 21.0% $231,387 1,824 0.85 1,550 $149 [b] 5 IT Applications Development Review Support $129,900 $38,000 $167,900 1.10 $152,636 21.0% $184,690 1,824 0.75 1,368 $135 [c] 6 Community Preservation Development Review Support $528,500 $186,950 $715,450 5.55 $128,910 21.0% $155,981 1,824 0.75 1,368 $114 [c] [a] Assume 1.0 direct service ratio for City Clerk.
[b] Assume .85 direct service ratio for indirect service units except City Clerk. [c] Assume .75 direct service ratio for direct service units. 75 Item: 13
329

City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis
Proposed Hourly Rates for Development Fee-Related Billings # Description Hourly Rate Notes
1 Planning Division (In-House and Contract Planning) $229 2 Public Works - Development Engineering and Encroachments (In-House Personnel) $222 3 Building and Safety $197
4 City Clerk Program Billing Rate for Development Review Direct Services $97 5 City Manager Program Billing Rate for Development Review Direct Services $196 6 Community Services Support Program Billing Rate for Development Review Direct Services $209 7 Financial Planning & Budget Development Review Support $149 8 IT Applications Development Review Support $135
9 Community Preservation Development Review Support $114 10 All Other Contract Service Support (e.g. City Attorney, geotechnical engineering, other contract engineering and inspection services, etc.)
Pass-through of actual cost plus 15%
administrative fee
76 Item: 13
330

Cost of Service Analysis
Culture, Leisure, and Recreation Program
77 Item: 13
331

City of Lake Forest
User and Regulatory Fee Study
Allocation of Costs for Community Services Support
Culture, Leisure, and Recreation Program Administration Expenditures [a] Description Expenses Notes
Program 701 - Community Services Support $510,500 [a]
Total $510,500
Allocation of Citywide Overhead
Description C'wide OH Mod Op Exp Total Notes
Citywide Overhead Allocation 21% 510,500$ 107,205$ [b] Total 510,500$ 107,205$
Total Allocable Expenses
Description Total Share Notes
Direct $510,500 83%
Citywide Overhead $107,205 17%
Total $617,705 100%
78 Item: 13
332

City of Lake Forest
User and Regulatory Fee Study
Allocation of Costs for Community Services Support
Allocation of Expenditures to Supported Programs [c]
Description Mod Exp Allocation Total Notes
710 - Community Events $532,600 11.2% $69,324
720 - Senior Center $674,200 14.2% $87,755
730 - Performing Arts Center $273,500 5.8% $35,599
740 - Community Center $367,700 7.7% $47,860
750 - Recreation Programming $914,500 19.3% $119,032
760 - Sports Park $1,234,400 26.0% $160,671
770 - Skatepark $722,400 15.2% $94,028
775 - Special Needs Programming $26,400 0.6% $3,436
Total $4,745,700 $617,705
Notes:
[a] Source: FY 25/26 adopted budget.
[b] Citywide overhead rate calculated for purposes of this analysis. Amount is intended to represent a reasonable estimate. [c] Amount will vary from year-to-year depending on City Council priorities, changes in legislation, and changes in community service levels. Allocations are intended to serve as reasonable estimates. 79 Item: 13
333

City of Lake Forest
User and Regulatory Fee Study
Calculation of Estimated Depreciation for Lake Forest Civic Center Facilities Description Total Share
Estimated Annual
Depreciation Notes
Depreciation
Estimated Cost of Facilities $73,000,000 [a]
Useful Life for Depreciation (Years) 50
Estimated Annual Depreciation $1,460,000
Square Footage of Civic Center Facilities
Community and Conference Center $17,339 17% $246,898
Council Chambers and Performing Arts Hall $13,969 14% $198,911 Clubhouse $16,901 16% $240,661
City Hall and Policing Center $54,323 53% $773,530
Total $102,532 100% $1,460,000
[a] Facility cost estimate based on information available prior to final construction. Actual depreciation amounts will be calculated upon project completion. 80 Item: 13
334

City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Culture, Leisure, and Recreation Program Expenditures [a]
Description Expenses Adjustment Total Notes
710 - Community Events $532,600 ($50,000) $482,600
720 - Senior Center $674,200 $0 $674,200
730 - Performing Arts Center $273,500 ($35,000) $238,500 740 - Community Center $367,700 ($2,700) $365,000
750 - Recreation Programming $914,500 $0 $914,500
760 - Sports Park $1,234,400 ($30,000) $1,204,400
770 - Skatepark $722,400 $0 $722,400
775 - Special Needs Programming $26,400 $0 $26,400
Total $4,745,700 ($117,700) $4,628,000
Allocation of Program Administration
Description Total Adjustment Total Notes
710 - Community Events $69,324 $0 $69,324 [b]
720 - Senior Center $87,755 $0 $87,755 [b]
730 - Performing Arts Center $35,599 $0 $35,599 [b]
740 - Community Center $47,860 $0 $47,860 [b]
750 - Recreation Programming $119,032 $0 $119,032 [b]
760 - Sports Park $160,671 $0 $160,671 [b]
770 - Skatepark $94,028 $0 $94,028 [b]
775 - Special Needs Programming $3,436 $0 $3,436 [b]
Total $617,705 $0 $617,705
Allocation of Citywide Overhead
Description C'wide OH Mod Op Exp Total Notes
710 - Community Events 21% $482,600 $101,346 [c]
720 - Senior Center 21% $674,200 $141,582 [c]
730 - Performing Arts Center 21% $238,500 $50,085 [c]
740 - Community Center 21% $365,000 $76,650 [c]
750 - Recreation Programming 21% $914,500 $192,045 [c]
760 - Sports Park 21% $1,204,400 $252,924 [c]
770 - Skatepark 21% $722,400 $151,704 [c]
775 - Special Needs Programming 21% $26,400 $5,544 [c]
Total $4,628,000 $971,880
81 Item: 13
335

City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Culture, Leisure, and Recreation Estimated Annual Depreciation Expenses
Description Total Adjustment Total Notes
710 - Community Events $0 $0 $0
720 - Senior Center $240,661 $0 $240,661 [d]
730 - Performing Arts Center $198,911 $0 $198,911 [d],[e] 740 - Community Center $246,898 $0 $246,898 [d],[e]
750 - Recreation Programming $0 $0 $0
760 - Sports Park $1,781,043 $0 $1,781,043 [d]
770 - Skatepark $0 $0 $0
775 - Special Needs Programming $0 $0 $0
Total $2,467,513 $0 $2,467,513
Total Allocable Expenses
Description Direct Dept Admin C'wide OH Depreciation Total Notes 710 - Community Events $482,600 $69,324 $101,346 $0 $653,270 720 - Senior Center $674,200 $87,755 $141,582 $240,661 $1,144,198 730 - Performing Arts Center $238,500 $35,599 $50,085 $198,911 $523,095 740 - Community Center $365,000 $47,860 $76,650 $246,898 $736,408 750 - Recreation Programming $914,500 $119,032 $192,045 $0 $1,225,577 760 - Sports Park $1,204,400 $160,671 $252,924 $1,781,043 $3,399,038 770 - Skatepark $722,400 $94,028 $151,704 $0 $968,132
775 - Special Needs Programming $26,400 $3,436 $5,544 $0 $35,380 Total $4,628,000 $617,705 $971,880 $2,467,513 $8,685,098 Total Allocable Expenses
Description Total Share Notes
Direct $4,628,000 53%
Program Administration $617,705 7%
Citywide Overhead $971,880 11%
Depreciation $2,467,513 28%
Total $8,685,098 72%
82 Item: 13
336

City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Culture, Leisure, and Recreation Revenues [a]
Description Account Program FY 21/22 Actual FY 22/23 Actual Average FY 23/24 Budget Notes Community Events 101-710-33455-00000 710 $0 $0 $0 $45,000 Community Events 101-720-33455-00000 720 $0 $0 $0 $12,900 Excursions 101-720-33465-00000 720 $0 $0 $0 $6,000
Facility Use Fees 101-720-36100-00000 720 $0 $0 $0 $6,000 Facility Use Fees 101-730-36100-00000 730 $0 $0 $0 $90,000 Audio Visual Equipment Fees 101-730-36120-00000 730 $0 $0 $0 $15,000 Janitorial Fees 101-730-36125-00000 730 $0 $0 $0 $20,000 Facility Use Fees 101-740-36100-00000 740 $0 $0 $0 $210,000 Audio Visual Equipment Fees 101-740-36120-00000 740 $0 $0 $0 $7,000 Janitorial Fees 101-740-36125-00000 740 $0 $0 $0 $55,000 Recreation Programming 101-750-33400-00000 750 $0 $0 $0 $280,000 Kids Factory 101-750-33460-00000 750 $0 $0 $0 $490,000
Field Rentals 101-750-36110-00000 750 $0 $0 $0 $30,000
Gazebo Rentals 101-750-36115-00000 750 $0 $0 $0 $19,000 Sponsorship 101-750-37300-00000 750 $0 $0 $0 $25,000
Recreation Programming 101-760-33400-00000 760 $0 $0 $0 $45,000 Camps 101-760-33410-00000 760 $0 $0 $0 $65,000
Tournaments 101-760-33420-00000 760 $0 $0 $0 $146,000
Memberships 101-760-33430-00000 760 $0 $0 $0 $40,000
Facility Use Fees 101-760-36100-00000 760 $0 $0 $0 $20,000 Field Rentals 101-760-36110-00000 760 $0 $0 $0 $450,000 Gazebo Rentals 101-760-36115-00000 760 $0 $0 $0 $9,000
Janitorial Fees 101-760-36125-00000 760 $0 $0 $0 $6,000 Recreation Programming 101-770-33400-00000 770 $0 $0 $0 $10,000 Camps 101-770-33410-00000 770 $0 $0 $0 $35,000
Memberships 101-770-33430-00000 770 $0 $0 $0 $35,000
Merchandise 101-770-33450-00000 770 $0 $0 $0 $10,000
Community Events 101-770-33455-00000 770 $0 $0 $0 $5,000 Total $0 $0 $0 $2,186,900
83 Item: 13
337

City of Lake Forest
User and Regulatory Fee Study
Cost Recovery Analysis - Culture, Leisure, and Recreation Current Cost Recovery - Direct Costs Only
Description Total Notes
Mult-Year Average Revenues $2,186,900
Eligible Costs Targeted for Recovery $4,628,000
General Fund Subsidy $2,441,100
Current Cost Recovery 47%
Current Cost Recovery - Direct Costs Only
Description Total
710 -
Community
Events
720 -
Senior Center
730 -
Performing Arts
Center
740 -
Community
Center
750 -
Recreation
Programming
760 -
Sports Park
770 -
Skatepark
775 -
Special Needs
Programming Total Notes
Revenues $2,186,900 $45,000 $24,900 $125,000 $272,000 $844,000 $781,000 $95,000 $0 $2,186,900 Costs $4,628,000 $482,600 $674,200 $238,500 $365,000 $914,500 $1,204,400 $722,400 $26,400 $4,628,000 General Fund Subsidy $2,441,100 $437,600 $649,300 $113,500 $93,000 $70,500 $423,400 $627,400 $26,400 $2,441,100 Current Cost Recovery 47% 9% 4% 52% 75% 92% 65% 13% 0% 47% Current Cost Recovery - Full Cost
Description Total Notes
Mult-Year Average Revenues $2,186,900
Eligible Costs Targeted for Recovery $8,685,098
General Fund Subsidy $6,498,198
Current Cost Recovery 25%
Current Cost Recovery - Full Cost
Description Total
710 -
Community
Events
720 -
Senior Center
730 -
Performing Arts
Center
740 -
Community
Center
750 -
Recreation
Programming
760 -
Sports Park
770 -
Skatepark
775 -
Special Needs
Programming Total Notes
Revenues $2,186,900 $45,000 $24,900 $125,000 $272,000 $844,000 $781,000 $95,000 $0 $2,186,900 Costs $8,685,098 $653,270 $1,144,198 $523,095 $736,408 $1,225,577 $3,399,038 $968,132 $35,380 $8,685,098 General Fund Subsidy $6,498,198 $608,270 $1,119,298 $398,095 $464,408 $381,577 $2,618,038 $873,132 $35,380 $6,498,198 Current Cost Recovery 25% 7% 2% 24% 37% 69% 23% 10% 0% 25% [a] Source: FY 25/26 adopted budget.
[b] See worksheet labeled "Allocation of Costs for Community Services Support". [c] Citywide overhead rate calculated for purposes of this analysis. Amount is intended to represent a reasonable estimate. [d] Estimated annual depreciation expenses based on amounts developed as part of prior study. [e] Assume 75% of facility depreciation to Community Center and 25% of depreciation to Performing Arts Center. 84 Item: 13
338

Cost of Service Analysis
Allocation of Citywide Overhead
85 Item: 13
339

City of Lake Forest
User and Regulatory Fee Study
Allocation of Citywide Overhead
Allocation of Department Administration Expenditures [a] Program Program Description Subtotal Adjust Total Indirect Direct Indirect Direct Test
Should be $0 Notes
101 City Council $89,100 $0 $89,100 Yes $89,100 $0 $0
122 Community Services Commission $9,800 $0 $9,800 Yes $0 $9,800 $0 123 Traffic and Parking Commission $9,800 $0 $9,800 Yes $0 $9,800 $0 124 Planning Commission $20,800 $0 $20,800 Yes $0 $20,800 $0 130 City Council Support $199,400 $0 $199,400 Yes $199,400 $0 $0 134 Elections $52,800 $0 $52,800 Yes $0 $52,800 $0
201 City Manager $1,315,700 $0 $1,315,700 Yes $1,315,700 $0 $0 210 City Clerk $518,600 $0 $518,600 Yes $518,600 $0 $0
215 Records Management $290,550 $0 $290,550 Yes $290,550 $0 $0 220 Legal Services $1,200,000 $0 $1,200,000 $940,000 $260,000 $0 [b] 230 Human Resources $474,400 $0 $474,400 Yes $474,400 $0 $0 235 IT Operations $1,407,200 ($236,000) $1,171,200 Yes $1,171,200 $0 $0 [c] 236 IT Applications $592,500 $0 $592,500 Yes $592,500 $0 $0 237 GIS $374,500 $0 $374,500 Yes $374,500 $0 $0
238 Audio Video Services $263,200 ($8,000) $255,200 Yes $255,200 $0 $0 [c] 240 Financial Planning and Budget $629,400 $0 $629,400 Yes $629,400 $0 $0 245 Accounting and Payroll $1,290,000 $0 $1,290,000 Yes $1,290,000 $0 $0 250 Treasury $697,600 $0 $697,600 Yes $697,600 $0 $0
255 Purchasing $239,100 $0 $239,100 Yes $239,100 $0 $0
260 Risk Management $1,046,300 $0 $1,046,300 Yes $1,046,300 $0 $0 280 Fleet Services $360,200 ($180,000) $180,200 Yes $180,200 $0 $0 [c] 285 Interdepartmental $317,600 $0 $317,600 Yes $317,600 $0 $0 305 Law Enforcement $22,795,700 $0 $22,795,700 Yes $0 $22,795,700 $0 310 Community Outreach $558,900 $0 $558,900 Yes $0 $558,900 $0 311 Animal Regulation $600,000 $0 $600,000 Yes $0 $600,000 $0 350 Parking Enforcement $182,000 $0 $182,000 Yes $0 $182,000 $0 375 Street Lights $1,253,000 $0 $1,253,000 Yes $0 $1,253,000 $0 380 Emergency Preparedness $92,000 $0 $92,000 Yes $0 $92,000 $0 390 Crossing Guards $408,500 $0 $408,500 Yes $0 $408,500 $0 401 Infrastructure Maint Support $821,300 $0 $821,300 Yes $0 $821,300 $0 415 Street Maintenance Services $1,875,463 $0 $1,875,463 Yes $0 $1,875,463 $0 437 Parks Maintenance Services $5,767,800 ($550,000) $5,217,800 Yes $0 $5,217,800 $0 [c] 444 Facilities Maintenance Services $2,489,500 ($62,500) $2,427,000 Yes $2,427,000 $0 $0 [c] 451 Medians and Parkways Services $599,000 ($30,000) $569,000 Yes $0 $569,000 $0 [c] 461 Slope and Open Spaces Management $1,197,700 ($75,000) $1,122,700 Yes $0 $1,122,700 $0 [c] 471 Urban Forestry Management $904,300 $0 $904,300 Yes $0 $904,300 $0 481 Street Sweeping Services $742,100 $0 $742,100 Yes $0 $742,100 $0 491 Storm Drains Maintenance Services $115,000 $0 $115,000 Yes $0 $115,000 $0 495 Bus Shelters Operations $71,900 $0 $71,900 Yes $0 $71,900 $0 501 Planning Support $499,800 $0 $499,800 Yes $0 $499,800 $0 511 Current Planning Services $1,510,419 $0 $1,510,419 Yes $0 $1,510,419 $0 521 Advanced Planning $330,400 $0 $330,400 Yes $0 $330,400 $0 535 Building and Safety Services $1,772,800 $0 $1,772,800 Yes $0 $1,772,800 $0 541 Community Preservation $1,021,655 ($15,452) $1,006,203 Yes $0 $1,006,203 $0 [c] 551 Engineering Support $337,600 $0 $337,600 Yes $0 $337,600 $0 555 Engineering Services $649,400 $0 $649,400 Yes $0 $649,400 $0 561 Inspection Services $1,272,500 $0 $1,272,500 Yes $0 $1,272,500 $0 601 Transportation Planning $366,700 $0 $366,700 Yes $0 $366,700 $0 611 Signal Maintenance Services $812,600 $0 $812,600 Yes $0 $812,600 $0 620 Traffic Operations $467,100 $0 $467,100 Yes $0 $467,100 $0 631 Traffic Safety $106,700 $0 $106,700 Yes $0 $106,700 $0 660 Trash & Recycling Services $1,155,020 $0 $1,155,020 Yes $0 $1,155,020 $0 86 Item: 13
340

City of Lake Forest
User and Regulatory Fee Study
Allocation of Citywide Overhead
Allocation of Department Administration Expenditures [a] Program Program Description Subtotal Adjust Total Indirect Direct Indirect Direct Test
Should be $0 Notes
663 C&D Waste Reduction Recycling $24,200 $0 $24,200 Yes $0 $24,200 $0 665 Organic Waste Recycling $45,800 $0 $45,800 Yes $0 $45,800 $0 667 Beverage Waste Recycling $21,000 ($16,000) $5,000 Yes $0 $5,000 $0 [c] 668 NPDES Stormwater Program $927,000 $0 $927,000 Yes $0 $927,000 $0 701 Community Services Support $548,441 $0 $548,441 Yes $0 $548,441 $0 710 Community Events $532,600 $0 $532,600 Yes $0 $532,600 $0 720 Senior Center $674,200 ($5,000) $669,200 Yes $0 $669,200 $0 [c] 730 Performing Arts Center $273,500 ($15,000) $258,500 Yes $0 $258,500 $0 [c] 740 Community Center $367,700 ($2,700) $365,000 Yes $0 $365,000 $0 [c] 750 Recreation Programming $914,500 $0 $914,500 Yes $0 $914,500 $0 760 Sports Park $1,234,400 $0 $1,234,400 Yes $0 $1,234,400 $0 770 Skatepark $722,400 $0 $722,400 Yes $0 $722,400 $0
775 Special Needs Programing $26,400 $0 $26,400 Yes $0 $26,400 $0 801 Communication and Marketing $857,200 ($5,000) $852,200 Yes $0 $852,200 $0 [c] 805 Lake Forest TV $54,100 ($5,000) $49,100 Yes $49,100 $0 $0 [c] 830 Economic Development $1,803,013 $0 $1,803,013 Yes $0 $1,803,013 $0 832 Affordable Housing $3,786,500 $0 $3,786,500 Yes $0 $3,786,500 $0 833 Housing Authority $853,000 $0 $853,000 Yes $0 $853,000 $0 835 CDBG $841,110 $0 $841,110 Yes $0 $841,110 $0
837 Senior Mobility $217,200 $0 $217,200 Yes $0 $217,200 $0 838 Community Promotion $52,000 $0 $52,000 Yes $0 $52,000 $0 850 Citizen Academy $10,000 $0 $10,000 Yes $0 $10,000 $0 853 CERT $11,400 $0 $11,400 Yes $0 $11,400 $0
854 STARS $29,800 $0 $29,800 Yes $0 $29,800 $0
855 Explorers Program $1,100 $0 $1,100 Yes $0 $1,100 $0 856 Performing Arts Center Advisory $200 $0 $200 Yes $0 $200 $0 857 4th of July Committee $5,000 $0 $5,000 Yes $0 $5,000 $0 858 Senior Advisory $200 $0 $200 Yes $0 $200 $0
859 Volunteers in the Park $2,500 $0 $2,500 Yes $0 $2,500 $0 Total $77,011,871 ($1,205,652) $75,806,219 $13,097,450 $62,708,769 $0 Indirect Cost Rate *
Description Total Notes
Indirect Costs $13,097,450
Direct Costs $62,708,769
Indirect Cost Rate 21% [d]
[a] Source: FY 25/26 adopted budget
[b] For legal, consider reimbursable costs direct and other costs indirect. [c] Adjustments to exclude periodic expenditures (47xx and 49xx accounts). [d] Indirect cost rate represents indirect costs as a percent of modified direct operating expenditures. * Amount is intended to represent a conservative indirect cost rate calculation. This estimate was developed for purposes of user and regulatory fee cost of service analysis. As part of day-to-day operations, staff may categorize, assign, or quantify indirect costs using different criteria and methods. 87 Item: 13
341

APPENDIX II PROPOSED FEE SCHEDULE
Item: 13
342

Master Schedule of Fees
Item: 13
343

City of Lake Forest

PLANNING FEES
Fee Charge Basis NoteActivity Description
37 Hourly Rate for Deposit Based Services and Planning Services Not Otherwise Listed In This Fee Schedule

City of Lake Forest

ENGINEERING FEES
Fee Charge Basis NoteActivity Description
[c] Fee amount represents 50% of City permit processing costs. [d] Fee is intended to mirror amounts established by State of California.

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

BUILDING AND SAFETY FEES

City of Lake Forest

Activity Description
18 Item: 13
362

City of Lake Forest

RECREATION FEES
1 2
3 4
5 6
7 8
Group 7 - Commercial entities or organizations located in Lake Forest .

Group 8 - Commercial entities or organizations not located in Lake Forest .

Group 1 - Recreation activities sponsored or conducted by the City of Lake Forest.

Group 3 - Non-profit youth sports leagues or "travel ball" teams and a minimum of eighty (80) percent of participants being Lake Forest Residents.

Group 4 - Non-profit youth sports leagues or teams and a minimum of seventy (70) percent of participants being Lake Forest Residents.

Group 5 - Non-profit adult or youth sports groups conducting community oriented sports activities with a minimum of sixty (60) percent of participants being Lake Forest Residents.

Group 6 - Non-profit organizations or groups, not open to the public, with less than sixty (60) percent of participants being Lake Forest Residents.

Overview of User Groups
20 Item: 13
364

City of Lake Forest

Assigned Field/Gymnasium Time "No Show" Policy Outcome and Fees 1 Assigned Field/Gymnasium Time "No Show" Policy
Outcome and Fees
21 Item: 13
365

City of Lake Forest

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Group 2: Resident Non-Profit Organization - Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

City of Lake Forest

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

Additional Rental Fees (Per Use)
* See Sports Park and Recreation Center Facility Use Policy for rental requirements/procedures and other miscellaneous use fees.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 2: Resident Non-Profit Organization - Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party. 23 Item: 13
367

City of Lake Forest

Other Fees, If Applicable
Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

City of Lake Forest

Group 7: Commercial entities or organizations not located in Lake Forest.

Group 2: Resident Non-Profit Organization - Lake Forest based non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

City of Lake Forest

Other Fees, If Applicable
Group 3: Resident Private Party - Residents requesting use for a private party.

Group 4: Non-Resident Non-Profit Organization: - Non-resident non-profit organizations conducting social, cultural, educational, or recreational activities are considered in this group.

Group 5: Non-Resident Private Party - Residents requesting use for a private party.

Group 6: Commercial entities or organizations located in Lake Forest.

Group 7: Commercial entities or organizations not located in Lake Forest.

City of Lake Forest

Activity Description
29 Item: 13
373

City of Lake Forest

FINANCE FEES
Fee Charge Basis Note
1 Non-Sufficient Funds Transaction $25 per transaction 2 Credit Card Transaction Fee Direct pass-through to
vendor
per transaction [a]
[a] Fee only applies when vendor service collects a transaction fee for credit card processing.

Activity Description
31 Item: 13
375

City of Lake Forest

In the case of discrepancies, fee amounts authorized by OCSD shall supersede the amounts listed above. 32 Item: 13
376

Lake Forest City CouncilSeptember 1, 2026

Lake Forest City Council
September 1, 2026